A Tailored Development Plan that is Right for You - Two Module Series

Jan. 24 - Jan. 31, 2018

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

Individual Members: $75
Organizational Members: No Additional Fee
Non-Members: $90


About this event

Every nonprofit needs a development plan that is tailored to its needs. In this two-workshop session, we will create or refine your plan to maximize the dollars you raise and even out the peaks and valleys of your income. We will design an 18-month calendar that incorporates the right mix of fundraising methods, such as annual appeals, personal requests and events. Strengthen your organization’s sustainability through a well-thought-out fundraising plan. These workshops are interactive and require participation. There will be assignments to be completed between day one and day two. 

Part I: January 24, 2018 from 9 a.m. to noon
Part II: January 31, 2018 from 9 a.m. to noon

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Rebecca "Becca" Merrell, CFRE

Becca Merrell, CFRE has more than 25 years of successful fund development and nonprofit management experience. As regional director for the Central Coast Region of NETZEL GRIGSBY ASSOCIATES, INC., Becca has partnered with a wide-variety of nonprofit organizations, guiding them to achieve their goals.

Among those who have benefited from her expertise are health care organizations, educational institutions, youth and human service organizations, religious organizations, and the arts. Her extensive knowledge has been valuable to nonprofits in creating and implementing dynamic fundraising programs, including capital campaigns, annual campaigns and development strategies.

Becca is a member of the faculty of the Center for Nonprofit Leadership at California Lutheran University. Active in the Association of Fundraising Professionals, Becca is a member of the San Luis Obispo Chapter and is a past president of the Santa Barbara/Ventura Counties Chapter, where she was selected as Fundraiser of the Year in 2008.

Becca earned her bachelors degree in sociology from California State University, Northridge, graduating summa cum laude.

How to Retain Your Donors

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

Tailored Development Plan - Pt. 2 PPT

Tailored Development Plan - Task Force Description

Tailored Development Plan - Recruitment Worksheet

Giving USA Highlights

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