Writing Your Annual Appeal

Wednesday, September 27, 2017

9:00 am - 12:00 pm
Cal Lutheran – Oxnard Center
2201 Outlet Center Dr., Oxnard, CA 93036

Individual Members: $45
Organizational Members: Free
Non-Members: $55


About this event

As the calendar year end approaches, mailboxes will be filled to the brim with letters seeking financial support. How will you make sure that your organization's mission, story and call to action stand apart? What is your unique story? Your organization's emotional hook? How can the activities of your organization and volunteers support the year end appeal?

Attend this hands-on workshop with Steve Willmont and develop the outline of a compelling year end appeal process.  Attendees will explore the annual appeal production cycle, elements of a successful letter, inspiration, appreciation & stewardship activities and how best to position your organization and its mission during the important holiday season.

Attendees are encouraged to bring stories of impact, client testimonials and past year's letters.

Level: Intro/Intermediate

Target Audience: Executive directors & CEOs, development staff

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Steve Willmont

As a vice president with NETZEL GRIGSBY ASSOCIATES, INC., Steve directs major capital campaigns, feasibility studies and organizational development for a wide spectrum of nonprofit organizations, primarily in Ventura, Santa Barbara, and San Luis Obispo counties.

Steve brings the experience of over 30 years of professional nonprofit management to his clients. He has led successful capital campaigns, board development programs, annual fundraising campaigns, volunteer and staff development training, and planned giving programs.

Prior to joining the firm, Steve served as President & CEO of California YMCA Youth & Government where he worked extensively with the California legislature to increase support for the Y's program, including the passage of a bill adding the Y as a tax form donation recipient. Under his leadership, the program grew to over 90 YMCAs in the state, serving over 3,500 students. He has also served as executive director and program director at multiple YMCA branches. Steve also has extensive expertise as an instructor and presenter. He served as director of training events for the YMCA of the USA and regional programs.

Steve has been an active member of Optimist International in both northern and southern California, serving as District Lt. Governor and Club President. He is a Lifetime Optimist Member and has been honored as Optimist of the Year.
Steve graduated with a Bachelor of Science degree in physics from Occidental College in Los Angeles.

How to Retain Your Donors

Tailored Development Plan - Fundrasing Assesment Tool
Tailored Development Plan - Calendar
Tailored Development Plan - Pt. 1 PPT