Maura White 
Philanthropy Partners of the Cape and Islands 


Tuesday, August 20, 2019
9:00 a.m. to 4:00 p.m. EST

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The Hyannis Golf Club 
1800 Iyannough Road
Hyannis, MA 02601

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Tuesday, August 20, 2019

The Hyannis Golf Club
9:00 a.m. - 12:00 p.m.
1:00 p.m. - 4:00 p.m.

Continental Breakfast
Lunch at 12:00 p.m.

PLEASE NOTE:  This is the makeup date for the June 5th event.  If you previously registered for that then there is no need to do it again.  If you have any questions regarding this please contact Maura White at

Session 1 9:00 a.m. - 12:00 p.m.

Principles and Techniques of a Fundraising Plan
In partnership with SCORE Cape Cod
Presented by Rosemarie Resnik

About the Session:

The August 20th morning session from 9:00 a.m. - 12:00 p.m. will be presented by fundraising consultant Rosemarie Resnik on the Principles and Techniques of a Fundraising Plan. Resnik will help attendees identify the major elements of a well-defined development plan including procedures, tactics and strategies. The session will apply to novices as well as to those looking to revitalize an outdated fundraising plan. Resnik will also share and discuss the components needed to build, execute and sustain a fundraising plan in shops of all sizes.

Session 2:  1:00 p.m. - 4:00 p.m.

No More Buyer’s Remorse: A Four-Step Guide to Evaluate &
Buy Fundraising Software
In partnership with SCORE Cape Cod and Cape Cod Technology Council
Presented by Maureen Wallbeoff

About the Session:

Your donation platform, database, or CRM isn’t working for your organization anymore. Maybe the software you’re using is too basic – or it’s too complicated. Maybe you can’t easily integrate it with your other systems. Maybe you aren’t getting good customer

No matter why you’re looking for a new system – it’s risky!  It’s expensive! And even worse - you aren’t a tech expert – but you’re the one who needs to evaluate the options
and make a recommendation. And there are so many options out there. How do you
choose? Where do you start? 

Well, you start right here! Join Maureen Wallbeoff, nonprofit digital strategist and technology coach, as she leads you through a proven, simple process that will reduce
your risk of picking the wrong platform.  Her straight-forward approach will take you
from the beginning – figuring out why you need a new fundraising system – all the way through to understanding the vendor’s contract and getting ready for the big move.

Participants will learn how to:

  • Diagnose the root cause(s) of their fundraising system issues
  • Create a full picture of their systems and data flow
  • Map their requirements to their organization’s goals
  • Communicate effectively with the software vendors
  • Prepare for the conversion project