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Fundraising Academy

The 2007 Our Legacy – Our Future Fundraising Academy has concluded and was a resounding success.

Fundraising Academy attendees, please be sure to read the message below about obtaining CFRE credits for your participation in the two-day presentation class.

Use the links below for free downloads of all the meeting materials including presentations, surveys and research results.


Fundraising Academy - Day One

SessionSpeakerMaterials

Our Legacy - Our Future and YOU - How to Further Leverage and Maximize Its Benefits

Mr. Barkley Payne
Presentation
Resource Guide

I Am A Dentist - I Am A Doctor: The Message Behind Our Brand

Ms. Bonnie Gordon & Dr. Alyssa Groom, MARC USA
Presentation

Giving In America: Highlights of 2006 Giving USA's Report on Philanthropy and 2007 U.S. Trust Survey of Affluent Americans

Mr. Kevin Sturtevant, CFRE, Ketchum
Presentation

Campaign Roles: Who Does What and When?

Mr. Steve Higgins, Ketchum
Presentation

Interpersonal Communications for Fundraising

Dr. Ann Updegraff Spleth, The Center on Philanthropy at Indiana University
Presentation

Building Trusts: Transitioning a dental practice using the Charitable Remainder Trust and shielding excess income using a Retirement Unitrust

Mr. Thomas E. Norman
Presentation

Creative Solicitation Techniques

Mr. Elliott Oshry, CFRE & Mr. Steve Higgins, Ketchum
Presentation

The Collaborative Approach -- Success Stories Told

Sharon K. Mellor, CAE, American Academy of Periodontology Foundation
Presentation

Fundraising Academy - Day Two

SessionSpeakerMaterials

Planned Giving Essentials

Mr. Bill McMorran, Green Oak Consulting, Inc.
Presentation

Keep Your Friends Close: Engaging Long-term Donors

Mr. Kevin Sturtevant, CFRE, Ketchum
Presentation

New Appeals: Donor Advised Funds & Life Settlement Plans

Dr. Robert A. Vitas, CFRE, American Academy of Pediatric Dentistry Foundation
Presentation
Additional
Information

Sample
Agreement

Creating Tomorrow's Philanthropists Today

Dr. Craig Yarborough, University of the Pacific
Presentation
Handout

"Open Wide - It's Time To Ask"

Mr. Elliott Oshry, CFRE, Ketchum
Presentation

Outcomes on Charitable Survey Among American Dentists

Mr. Barkley Payne
Survey

View the Fundraising Academy agenda


Certified Fund Raising Executive Credits

CFRE International, the organization that administers the
Certified Fund Raising Executive certification, has issued the following notice:

"Full participation in the Dental Education Fundraising Academy is applicable for 11.75 points in Category 1B - Education of the CFRE International application for initial certification and/or recertification."

This means that if you attended the Academy and intend to apply for CFRE certification - or currently have it and intend to renew it in the future - your participation in the Academy will help you do so successfully.

Download a copy of the CFRE Continuing Education Tracking Sheet. It is advisable that you fill this out to keep track of your hours for the application form. Again, those can add up to 11.75 points (or credit hours) and only should reflect the sessions you attended. If you would like notice from the Our Legacy - Our Future office to verify your participation (not required by CFRE International), please email ulvestadj@ada.org.



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