Al Wheeler

Wheeler & Associates, FRC,
North Carolina and Southeast US Fundraising Consultant

828-295-7253

E-Mail

Al Wheeler is a fundraising consultant who provides fundraising coaching and training services to individuals, groups and gift-supported organizations in North Carolina and the Southeast US.

Wheeler & Associates, FRC, Spring 2010 Fundraising Seminar

Chetola Resort
North Main Street,
Blowing Rock, NC 28605

Thursday, April 29, 2010

Fundraising Seminar Registration

This Comprehensive Fundraising Seminar/Workshop will cover: “Fundraising in the Down Turn”: Overview of Basics; Grant/Proposal Writing; Major Gifts Campaigning; Determining Gift Potential; On-Going Resource Development: Annual Giving, Planned Giving, Building Endowment; Case Development; Board/Leadership Development; Information Programs; and much, much more . . . . . .

• Perfect for Training of Staff Professionals.

• Ideal for Seasoned Executives.

Click HERE for details and to register!

Al Wheeler, a native of Durham, NC, brings to the service of his clients a forty-five year career in the field of institutional resource development. His funds development experience includes Duke University, Guilford College, Lenoir-Rhyne University, Ravenscroft School, and the North Carolina Symphony. During his six years with the fundraising counseling firm of Ketchum, Inc., he directed some of the firm’s largest campaigns with distinction. As an officer with the firm, he was responsible for the fundraising programs of a broad array of gift-supported organizations throughout the Southeast. He formed the fundraising counseling firm of Wheeler & Associates, FRC, in 1986. In 1993, he was accredited with the CFRE (Certified Fund Raising Executive) certification by the National Society of Fundraising Executives (now Association of Fundraising Professionals, AFP).

In more recent years, Al has developed as an individual consultant for a select group of clients in the region and his firsthand knowledge of leaders throughout the state and region, and familiarity with patterns of giving in the state and nationally, recommend his service as fundraising counsel, individual consultant, and funds development coach. Wheeler & Associates, FRC, serves North Carolina and the Southeast US with Fundraising Consulting and Training Services.

Fundraising Subjects for Coaching and Seminars for Conducting Successful Programs

• Projected Standards of Giving

• Campaign Organization

• Significance and Mechanics of Awareness/Information Programs

• Pre-Campaign Cultivation Programs

• Prospect Research and Review: Policies and Procedures

• Fundamentals of Solicitation

• The Board: The Essential Ingredient in fundraising Success

• Seymour’s “Seven Deadly Sins of Fundraising”

• Making Effective Fundraising Solicitation Calls/Visits

• Richardson’s Precepts of Doing Business

• Objectives of Pre-Campaign Planning

• Criteria for Success in Major Gifts Campaigns

• Outline for Preliminary Case for Support

• Making the Ask by Knowing Your Prospect

• Profile of a Major Gifts Fundraising Campaign

• Determining Gift Potential: Feasibility or Fundraising Planning Study

• What Does the Campaign Director Do?

• Fundraising Planning Study Interview Questions and Rationale

• Ongoing Resource Development: Annual Giving, Planned Giving, Major Gifts Campaigning

• Sustainability Planning for Case Development

• Communications Planning

• Grantsmanship: Foundation and Corporate Relations

• Characteristics of Resort Area Fundraising and Campaigns

• Traditional vs. Internet Fundraising

• Fundraising in the Downturn

Contact Information

Al Wheeler
Wheeler & Associates, FRC,
PO Box 133
Blowing Rock, NC 28605-0133

Telephone: 828-295-7253

E-Mail

If you would like information about an upcoming seminar, or would like to consider a more detailed coaching situation, please indicate your interest by E-Mail or by telephone. Mention one or more of the subject areas of interest listed on this website that you would like to have covered at a seminar or in a coaching arrangement.