Planning for Success. And Sanity. 

In an informative, entertaining and engaging session, participants will have an opportunity to learn how to create and manage a sustainable, scale-able annual development plan for their organization.

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In an informative, entertaining and engaging session, participants will have an opportunity to learn how to create and manage a sustainable, scale-able annual development plan for their organization. With practical advice, timely insight, a discussion of promising practices and the chance for peer to peer learning, this session offers attendees implementable ideas and a little inspiration for the coming year.

Learning Objectives/Outcomes:

• Essentials of sustainable annual fund development including practical ideas and great practices to create a framework for fundraising success
• Understanding of how to evaluate initiatives to discover what could work for an organization related to fund development, including ideas on balancing return on investment with return on engagement
• Strategies for connecting with individuals who can help you advance your vision and mission and how to create a culture of philanthropy amongst staff and board  
• A development plan template
• Building a peer network to tap for ideas, advice, and an occasional reality-check

Speaker: Paul F. Morris, CFRE, Development Director at American Tinnitus Association 

Paul has worked in fund development since 1994. Over his more than 20 year career his work has resulted in millions of dollars being raised and thousands of donors being engaged for a wide spectrum of not-for-profit organizations. He has led development efforts in direct health services, regional theatre, architectural preservation, and after-school education.

He is currently the Development Director for the American Tinnitus Association, located in Portland. Tinnitus, or ringing in the ears, is an incurable disease affecting roughly 45 million Americans (1 in 6). Paul oversees the organization’s charitable efforts to fund information and support for people living with Tinnitus today and funding cutting edge research that will lead to a cure in the future.

Paul regularly presents trainings related to fund development and marketing. His trainings span the spectrum of introductory sessions to more advanced work on annual funds, capital campaigns, and the intersection of fund development and marketing.

Paul has a commitment to giving back to the community and the profession. In his volunteer work he utilizes his background and expertise to help other not-for-profits develop their own sustainable and scalable fundraising programs. Paul also participates in his local professional association to advance excellence in fund raising.

Paul is one of only 5,200 individuals worldwide to hold the CFRE credential, awarded in 2000. He lives with his wife and daughter in Beaverton, Oregon.