6729 Westfield Blvd
Fundraising vs Fundcatching – The Kondo Method of Portfolio Management
8:00 – 8:30 a.m. Registration and Exhibit Show
8:30 – 10:00 a.m. Program
10:00 – 10:30 a.m. Break and Exhibit Show
10:30 a.m.- 12:00 p.m. Program
This highly interactive workshop is about organizing your portfolio so you can spark joy in your donors and prospects as well as your work! Building relationships and proactively raising more money is about focusing on the right donor at the right time for the right ask (or you don’t make an ask because you have so engaged the donor – they ask YOU how they can help).
Your portfolio can be major donors, planned giving individuals, mid-level or annual fund contributors. No matter where you concentrate your philanthropic work – a well-organized portfolio will make your work easier. Your dashboard, daily tasks as well as short- and long-term plans are clear. AND how to get everyone at your organization on board.
Bring your portfolio. Bring your challenges and questions. Be ready to work. Together, we will determine who belongs in your portfolio and if they aren’t with you – where or who has them – if anyone?
Having closed $9M in gifts in 90 days – Barbara will share how focusing your time and effort will result in philanthropic wins for your organization and points for your CFRE application or renewal.
Speaker: Barbara Talisman, CFRE, College of Southern Nevada Foundation
Barbara serves the College of Southern Nevada (CSN) as Executive Director of the Foundation. She reports to the CSN President, leads a staff of three and partners with a 13-member Board of Trustees to lift the culture of philanthropy and leverage while providing philanthropic support for student success at CSN.
With more than 30 years int he nonprofit sector, her experience as a philanthropic catalyst has empowered Board members, staff and donors in the United States and overseas to excel at fundraising and event like it! Barbara matches her experience and strategy with best practices to meet stakeholders where they are and need to go to move an organization forward.
Barbara joined CSN Foundation after fundraising for the Royal Children’s Hospital and Monash University in Melbourne, Australia. Prior to moving overseas, Barbara lead fundraising efforts at National Public Radio (NPR) and the American Red Cross national headquarters. She has been a fundraiser for more than 20 years serving the sector with her skills in fundraising, communications, marketing, event planning and board strategy.
Beyond fundraising, you will most likely find Barbara mentoring a CSN student, walking a dog at the shelter or on social media.