Winkler Group on the Road: Connect and Learn with Capital Campaign Experts

The Winkler Group is back on the road this summer, ready to take on the world of fundraising with three exciting events across the United States from sunny Florida to bustling New York.

By Anna Lipscomb, Winkler Group Marketing Events Coordinator

Our mission is to empower organizations with effective and easy-to-implement fundraising strategies. That’s why we’re partnering with conferences and organizations to connect with attendees and share our expertise. We can’t wait to meet you and help you take your fundraising to the next level!

2023 UNC System Advancement Symposium

May 22-24, 2023 – Wilmington, NC

Join the Winkler Group at the 2023 UNC System Advancement Symposium in Wilmington, North Carolina. Winkler Group Principal and President Jim Bush will be presenting “Campaign Readiness: What to Assess and How to Fill the Gaps.” This event provides attendees with the opportunity to network with colleagues from the UNC System and learn about the latest trends and strategies in higher education fundraising.

Campaign Readiness: What to Assess and How to Fill the Gaps

Campaign preparation is as critical to campaign success as the campaign itself. It’s where the vision is first cast, the foundation is set, and the strategy is sculpted. This session is designed especially for universities that plan to launch a campaign in the next 18 months or have recently completed one. It will focus on:  

  • campaign readiness assessments; 
  • filling the internal and external gaps identified in the assessment;
  • internal preparation: administration, advancement staff, trustees; 
  • external preparation: donors and key stakeholders;
  • the role of the strategic plan in campaign planning; 
  • and developing campaign priorities. 

Jim’s engaging presentation style and expertise have earned him a reputation as a conference favorite and have secured him recognition as the best speaker at six national and international conferences.

Planet Philanthropy

June 12-14, 2023 – Orlando, FL

The Winkler Group is delighted to be the title sponsor of the AFP Florida Caucus’ Planet Philanthropy conference, taking place at the Rosen Centre in Orlando on June 12–14, 2023. Planet Philanthropy is a leading event that brings together nonprofit leaders from across the state to exchange best practices with each other and industry experts. This year marks the Winkler Group’s tenth sponsorship of the conference and the second time as the title sponsor.

During the conference in June, Winkler Group’s President and Principal, Jim Bush, will lead two informative sessions. The first session titled, “The Ultimate Moves Management: Turning Mid-Level into Major Donors and Preparing them for a Campaign,” offers effective strategies for organizations to cultivate mid-level donors. The session will also discuss overcoming challenges related to the Generosity Crisis, including the 2017 ATCJA tax cuts, donor psychology changes, recession concerns, and pandemic impacts.

The second session, “Campaign Readiness: What to Assess and How to Fill the Gaps,” focuses on critical factors that organizations should consider before launching a campaign and practical steps to address potential gaps. Both sessions are scheduled to take place on June 13. 

Capital Campaigns: An Intensive Workshop

In addition to the two sessions, the Winkler Group is excited to offer a pre-conference workshop, “Capital Campaigns: An Intensive Workshop,” on June 11 – 12. This course is designed to provide nonprofits with an in-depth understanding of the different phases of a capital campaign, from the initial stages to the successful completion of a campaign goal. Participants will walk away with actionable steps to take to ensure their future campaign success. Join us for this intensive workshop to gain the knowledge and skills needed to hit—and exceed—a campaign goal.

CASE Summit for Leaders in Advancement

July 16-18, 2023 – New York, NY

Last, but certainly not least, we’re pleased to announce that the Winkler Group will be in attendance at the CASE Summit for Leaders in Advancement in New York, New York. This premier event brings together advancement professionals from around the world, providing an unparalleled opportunity to learn about the latest trends and strategies in the field of higher education. 

We look forward to sharing more details about this exciting event in the near future.

About the Author

Anna Lipscomb is Marketing Events Coordinator for the Winkler Group, a national capital campaign and strategic planning firm headquartered in Charleston, South Carolina.  A graduate of Clemson University, Anna is passionate about community development, sustainability, and the arts. Connect with Anna on LinkedIn.

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