When: June 16-19, 2014


The Nonprofit Management & Leadership Program's annual Fundraising Institute has trained hundreds of development officers, staff and volunteers from around the region and across the state over the last decade. The Fundraising Institute provides the most up-to-date information on current fundraising practices and ideas.

Six sessions over four days including:

The Nonprofit Management & Leadership Program’s 2014 Fundraising Institute will offer new topics as well as updates to our popular grant writing and fundraising research classes. Participants can enroll in one or more sessions with a discount for registration for all the classes.

To Register:

For more information, call the Nonprofit Management and Leadership Program at (314) 516-6378.


Monday, June 16, 2014 9:00 AM-12:00 PM | “Grants Research: An Introduction to Data Resources and Grant Prospect Research” | $49

Successful grant research includes a review of various kinds of data like giving statistic, reports, and databases. But learning to identify, evaluate, and select data resources used in grants research can be a challenge. This course will provide participants with (a) an introduction to the process of information evaluation, (b) data resources commonly available in grant development, and (c) how to use the “Foundation Database Online Professional” database to identify and evaluate funding prospects.

Instructor: Brad Smith
Nonprofit Information Resource Manager
Spencer Road Library

Brad Smith is the Nonprofit Information Resource Manager for the St. Charles City-County Library District. In that capacity, he oversees the delivery of the Library District’s specialty services to the nonprofit community. As a representative of the Library District, he regularly provides consultation services and assistance to public, private, and nonprofit initiatives that are aimed toward enhancing community resources and services throughout the St. Louis Metropolitan Area. Brad is active among nonprofits in the community and has served on a variety of community boards, committees, and panels in the metropolitan area including: Community Council of St. Charles County; Vision Leadership Program St. Charles County; Sts. Joachim & Ann Care Service; United Way of Greater St. Louis; and most recently as a member of the data team for the St. Louis Ready by 21 Initiative.

Monday, June 16, 2014 1:00-4:00 PM | “Social Media Strategy and Tactics for Nonprofit Communications”| $49

Facebook just celebrated its tenth anniversary. In that time, other social media sites have joined the communications world. In the same way that email and websites have become a crucial part of an organization’s communication strategy in the past 20-25 years, social media is now considered a basic necessity for effectively communicating an organization’s mission, needs, and efforts. Come to this class to learn how to properly convey the social good an organization needs to address, and the steps taken towards accomplishing that social good, so your nonprofit will be able to reach the donors and volunteers who will provide the resources needed to effectively further your goals.

Instructor: Justine Craig-Meyer
Chief Development and Communications Officer

Justine Craig-Meyer is the Chief Development and Communications Officer (CDO) for DOORWAYS, a 25 year old non-profit organization working toward the improved health of over 2,300 people a year affected by HIV/AIDS through supportive housing services. She is responsible for external and internal communications - including corporate communications, media relations, consumer affairs, marketing communications and digital media. She also leads a communications strategies team advancing DOORWAYS commitment to sustainable growth.

Justine Craig-Meyer has 17 years of nonprofit experience. Prior to joining DOORWAYS in 2013, she served as Executive Director for Lemay Housing Partnership, Inc. (LHP) and CEO for @FundedMission, a nonprofit consulting business catering to nonprofits in Missouri and Nebraska with budgets less than $2M. Craig-Meyer has several certifications from NeighborWorks, a certification in Economic Development from the St. Louis Economic Partnership and a BA in Political Science from Stephens College.

Tuesday, June 17, 2014 | 9:00 AM-4:00 PM | “Successful Grant Writing” | $99 (Lunch Included)

Grant writing is both an art and science and is ever evolving. Hear informative perspectives and the latest practical examples that will give you an edge in writing proposals and obtaining funding. Learn tools and techniques to make your grants more successful in the increasingly competitive private sector market. Hands-on activities provide real-world take-aways that you can use now. From research to thanking the donor, this comprehensive session is good for beginners and seasoned grantwriters.

Instructor: Wendy Dyer
Independent Fund Development Consultant
More at: http://www.wendydyer.com/

Wendy Dyer has been a fundraiser and a fundraising consultant for more than 23 years. Her fund development career began at Saint Louis University, where she worked in donor research and prospect management, then major gifts and corporate/foundation relations. In consultation with nonprofit organizations, she provides coaching, grant strategies, major giving programs including annual fund and capital campaigns, board design and engagement. Wendy provides capacity building workshops throughout the state, as well as locally through the Deaconess Foundation Impact Partner program.

Wednesday, June 18, 2014 | 9:00AM-4:00 PM | “Mastering Federal Grants” | $99 (Lunch Included)

Federal grants, with 80+ pages of guidelines and numerous forms, can feel overwhelming. Searching for the right opportunity, developing the narrative, completing the forms and submitting the proposal through grants.gov can be daunting. In this session, Karen will share what she has learned in her 20+ year career that has resulted in more than $150 million in grant awards funding higher education, K-12 education, housing, and community services across the United States.

Learning objectives will include:

Karen Cassidy
Governmental Grants Professionals

Karen Cassidy, Principal of Governmental Grants Professionals, began her career in the U.S. House of Representatives working for Congressmen Bob Wise and Dick Gephardt. Transitioning into the nonprofit field, Karen applied her knowledge to help educational institutions and nonprofit organizations obtain and manage more than $150 million in grant awards. With more than twenty years of experience, Karen helps organizations design evaluation strategies, collect and analyze data, and report outcomes. She is presently serving as an evaluator on several foundation and federal grants.

A knowledgeable and energetic trainer, Karen leads workshops and teaches seminars on many topics including federal grant proposal development at conferences, universities, and community nonprofits. She enjoys coaching grant professionals who are writing their first federal grant. Her experience developing successful proposals led her to become a reviewer for federal and private funders, providing her with unique insight.

Karen is one of the founding members of the St. Louis Regional Chapter of the Grants Professionals Association (GPA). In October 2011, she was elected to serve on the national board of directors of GPA. She earned her GPC (Grant Professional Certification) credential from the Grant Professionals Certification Institute in 2011.

Thursday, June 19, 2014 | 9:00-12:00 PM | “Planning and Managing Successful Special Events” | $49

Events pose unique challenges, but they can also yield significant rewards, including opportunities to raise both friends and funds. Learn the basics of planning, managing and sustaining successful special events. This class will cover third party to major fundraising events, and how to start new events and expand existing events. Participants will develop an annual event plan with a timeline, budget, and how to achieve the revenue goal. The class will also help you to establish your event team of staff, chairs, committees, and volunteers, and how to get them to work well together.

Instructor: Jan Rasmussen
Associate Executive Director
St. Patrick’s Center

Jan Rasmussen is the associate executive director for St. Patrick Center, the largest provider of homeless services in Missouri. She served as their chief development officer for 13 years, developing and implementing plans to generate financial resources to fund and expand programs to support the agency’s $14+ million dollar operating budget. As associate executive director Jan works on major projects, board development, advocacy within the community and works with major donors. She advises nonprofit agencies on strategic planning, fundraising programs and board development, mentors development professionals and teaches marketing and direct mail seminars. Jan is a member of the Association of Fundraising Professionals and the St. Louis Planned Giving Council, serving on their Board 2005 - 2009 as Vice President of Outreach. She was also selected as the AFP 2005 Outstanding Fundraising Executive of the Year.

Thursday, June 19, 2014 | 1:00-4:00 PM | “Development Policies and Procedures: What You Need and How You Use Them” | $49

This workshop will address the importance of policies and procedures for a comprehensive, and effective, development and fundraising program that ensures legal, ethical and professional standards for your organization. What policies and procedures need to be in place to ensure gift acknowledgement letters are sent within 48 hours of receipt of the gift? What about financial and investment policies? Do you have written procedures regarding the proper valuation of a gift of stock? Bring your questions and your current policies and procedures. The workshop will be informative and interactive.

Amy Rome, CFRE
Ellen Howe, CFRE
The Rome Group

Amy Rome, MSW, CFRE, is the founding Principal of The Rome Group. She has more than 30 years of experience in the nonprofit sector with strategic planning, development and fundraising planning, and leadership development. Prior to starting her consulting practice more than 22 years ago, she was President of the Metropolitan Association for Philanthropy (now Gateway Center for Giving) and held several positions with the United Way of Greater St. Louis.

Ellen Howe, CFRE, Senior Consultant with The Rome Group, has spent her career working in the nonprofit sector, most recently as the Senior Vice President at the YMCA of Greater St. Louis. She was a community service volunteer in the Appalachian Region of Eastern Kentucky, taught middle school in parochial and public schools and also worked as a facilitator of a program that brought students of diverse backgrounds together from 20 St. Louis area high schools.