Conferences: Current listing of upcoming conferences and appearances:

Goettler Associates has enjoyed the opportunity to participate in a wide range of industry association meetings and conferences.  We have recently participated in the following events as topic presenters and speakers.  Please contact us if you would like to include one of these presentations to your upcoming conference or event.  We can also develop a specific topic to your needs.

OANO Webinar: The Fast and the Furious: 50 MORE Things You Can (Still) Do to Boost Your Year-End Fundraising!

Fasten your seat belts for a blitz of new strategies for your development department to put into action between now and December 31, 2021. From one-person shops to large development departments, this webinar will provide some creative, low-labor, high-touch, practical ideas that focus on fundraising effectiveness, donor stewardship, and gift retention. Take advantage of the giving season and maximize your impact. We guarantee that everyone attending will come away with at least three new ideas to implement RIGHT NOW!
 Wednesday, November 3rd 10:00 a.m. to 11:00 a.m. (click here to download presentation)

Practical Planned Giving Conference 2020 Series – Donor Retention Strategies that Work: From First Gift to Planned Gift

Mon, Nov 16, 2020 2:00 PM – 3:00 PM EST  (register here) Crescendo’s annual Practical Planned Giving Conference is going virtual in 2020. All live webcasts are FREE!

• Speakers: Erik Daubert, Lori Hunter Overmyer Over the last 10 years, donor retention rates have been consistently weak, with the current retention rate at an all-time low of 46%. This session will focus on the significant GAINS that can be achieved through the implementation of an effective donor retention plan. Topics to be covered include: turning first-time donors into repeat donors, keeping the donors you currently have, and increasing donor involvement and investment—from first gift to planned gift. In this fast-paced interactive session, you’ll learn strategies, techniques, and new ideas that can be immediately applied at your organization. We look forward to sharing our best practices (and more!) with YOU.

OANO Webinar: 50 Things you Can (Still) Do to Boost Your Year-End Fundraising: Covid-19 Edition!

Thursday, November 5 – 3:00 – 4:00 pm EDT  (Register Here)

• Get your pen and paper ready for a fast and lively rundown of 50 tried and true year-end strategies your development department might employ before December 31, 2020.  Forty percent of all charitable gifts are contributed between October and December of each year, and this webinar will provide some creative, low-tech, high-touch ideas that focus on donor stewardship.  The end of the year is always a hectic time for fundraisers, but it’s never too late to make an impact!

THE BOARD THAT WOULDN’T ASK WEBINAR

Wednesday, October 21 – 10:00 am – 11:30 am (Register Here)

• We’ve all seen them: Board members who flee the room at the first mention of fundraising, or wring their hands at the mere thought of asking for money, or flat out refuse to help. What’s a person to do? Join this session and learn the tops tips for meaningful and effective solicitations and the secrets of conquering your FOF (Fear of Fundraising). It’s all about the mission and the message!  PRESENTER: Lori Hunter Overmyer, MBA, CFRE

Pennsylvania Library Association
2020 VIRTUAL Conference & Expo PRE-CONFERENCE WORKSHOP: FIRE UP YOUR FUNDRAISING!  Wednesday September 30, 2020

• Fundraising success never “just happens.”  Successful fundraising depends on the right people asking the right prospects, in the right way, for the right amount of money — for the right reason and at the right time.  The principle may sound simple, but the execution is not.  And if you want to be prepared to raise more money this year than you did last year you need a sound strategy and resilient plan to get there.

This workshop will cover the foundational concepts that must be kept at the forefront of your planning efforts and how to set yourself apart from the competition for funding.   Whether you are raising money for a county-wide library system, a large metropolitan library, or especially for a small library in a rural area — This is information you can use to FIRE UP YOUR FUNDRAISING!

Part I: How to Create a Successful and Recurring Fundraising Plan for Your Library, David Goettler, CEO, GoettlerAssociates; Lori H. Overmyer, Ex. VP, GoettlerAssociates

(Click Here for Handouts)

OANO (Ohio Association of Nonprofit Organizations) Donor Retention Strategies that WORK 2020 Webinar  April 9, 2020 10 am to 11 am

• Over the last 10 years, donor retention rates for nonprofit organizations have been consistently weak, with the current retention rate at an all-time low of 46%.  This session will focus on easy analytics you can use to assess your organization’s retention rate, and the significant GAINS that can be achieved through the implementation of an effective donor retention plan.   click here to register

Pennsylvania Library Association
2019 Conference & Expo: PRE-CONFERENCE WORKSHOP: FIRE UP YOUR FUNDRAISING! Sunday October 13, 2019, Erie PA Bayfront Convention Center

Association of Fundraising Professionals – Central Ohio Chapter, September 2019

• Optional Pre-Lunch Session for AFP Members Only:
  “50 Things You Can (Still) Do to Boost Your Year-End Fundraising”  (click here for handouts)
  Presenter: Lori Hunter Overmyer, MBA, CFRE
• Luncheon Program:
  “The Winning Campaign:Seven Essential Elements of Success”
  Presenter: David Goettler  (click here for handouts)

Association of Fundraising Professional – 2019 International Conference, San Antonio, TX

• Donor Retention: The Fundraising Effectiveness Project Workshop.   Pre-Conference Workshop: Saturday March 30, 2019  8 am to 5:30 pm  Speakers: Lori Hunter Overmyer, CFRE; Erik Daubert, MBA, ACFRE

Back by popular demand, for their third year. Did you know that many nonprofits lose nearly as many donors and gifts as they gain each year? How can you stop the churn? This workshop focuses on donor retention, with an emphasis on using data to build effective fundraising programs that attract and retain donors and maximize growth in giving. Learn how to use the groundbreaking Fundraising Fitness Test to significantly improve your organization’s fundraising efforts.

Philanthropic Services for Institutions (PSI) Conference on Philanthropy  2018 Ft. Lauderdale FL

• June 26, 2018: Donor Retention: A Self-Assessment Workshop  —  Co-Presenters: Lori Hunter Overmyer, MBA, CFRE and Erik Daubert, MBA, ACFRE  This workshop is designed to help attendees identify effective practices to retain and upgrade donors and improve fundraising performance.  Using findings from the Fund Fundraising Effectiveness Project (FEP), participants will learn what research tells us about donor retention, how to apply FEP research tools to enhance donor retention practices, and how to develop a donor retention plan.  Topics covered to accomplish the objectives include:  Why organizations lose donors and money; How keeping donors increases fundraising success; Determining the effectiveness of fundraising efforts; Developing a successful fundraising plan

Philanthropic Services for Institutions (PSI) Conference on Philanthropy  2018, Ft. Lauderdale FL

• June 27, 2018: Using Donor Data to Make Good Decisions and Improve Your Results  —  Co-Presenters: Lori Hunter Overmyer, MBA, CFRE and James M. Greenfield, ACFRE, FAHP  This session will report on the AFP Research Council’s 2017 national donor retention statistics and illustrate how to use PSI’s Fundraising Fitness Test to increase your fundraising results.  PSI’s Fundraising Fitness Test enables nonprofits to compare their performance with these national benchmarks as guidelines to aid their future fundraising strategies.

Association of Fundraising Professionals – 2018 International Conference
New Orleans, LA

• Donor Retention – April 14 (1 day); 8:00 AM – 5:30 PM Speaker: Erik Daubert, MBA, ACFRE; Lori Hunter Overmyer, CFRE

Did you know that many nonprofits lose nearly as many donors and gifts as they gain each year? How can you stop the churn? This workshop focuses on donor retention, with an emphasis on using data to build effective fundraising programs that attract and retain donors and maximize growth in giving. Learn how to use the groundbreaking Fundraising Fitness Test to significantly improve your organization’s fundraising efforts.

Ohio Association of Independent Schools, Alumni & Development Gathering

• The New Campaign Strategies for Success (-or- Everything Old is New Again)

Pennsylvania Library Association (PaLA) 2015 Annual Conference

• PaLA Book Sales to Best Practices 04Oct15

Ohio Association for Healthcare Professionals

• The Role of Volunteers OAHP Webinar 07Nov14

Ohio Association of Nonprofit Organizations

• Getting the Board You Deserve OANO 2014

Association of Donor Relations Professionals

• “SEIZE THE STORY: Taking Command of Your Organization’s Emotional Touchpoints”

The Association of Fundraising Professionals (AFP) Central Ohio Chapter

• Advancing in the New Media World
• The Winning Campaign – The Essential Elements of Success
• Considering a Major Campaign – Strategies, Processes and Critical Aspects to Make Your Next Campaign a Success

Association of Fundraising Professionals (AFP) Genesee Valley Chapter

• Donor-Centered Fund-Raising: Looking at Your Donors in a New Way

The Association of Fundraising Professionals, The International Conference

• On the Upswing During the Downturn: Exceeding Capital Campaign Goals in Tough Economic Times

Association for Healthcare Philanthropy, AHP Mid-Atlantic Regional Conference

• Marketing to Attract Donor Involvement

Association for Healthcare Philanthropy, Annual International Conference

• The Role of Volunteers: Developing Effective Fund-Raising Leaders

The Columbus Foundation

• Building the Case for Your Endowment Program

Community Foundation for the Ohio Valley
First Commitment Corporation

• How to Make the “Ask”

Independent College Advancement Associates

• Marketing to Attract Donor Involvement

Nonprofit CEO Retreat – Columbus Ohio
sponsored by:Grange Insurance, American Electric Power, Cardinal Health Foundation

• Successful Fund-Raising Strategies

Ohio Association for Healthcare Philanthropy

• Marketing to Attract Door Investment

Ohio Association of Nonprofit Organizations

• The Board’s Role in Fundraising

Ohio Association of Nonprofit Organizations

• Tailoring Your Fundraising Plan in Tough Financial Times

The Salvation Army, National Advisory Organizations Conference

• A Successful Capital Campaign – It’s All In The Preparation

West Virginia State University

• Institutional Advancement for Higher Education

YMCA of the U.S.A., YMCA Key Leaders Conference

• Strategic Advancement: Aligning Your Resources to Attract Philanthropy
• The Winning Campaign