Featured Speaker: Charlotte Pelton (Charlotte Pelton & Associates)

Learn what every fundraising professional needs to know about designing and implementing a major gifts program during this informative, focused presentation. Major elements include 1) How to define a major gift for your organization; 2) How to identify your organization’s best targets for major gifts; 3) How to develop the right cultivation strategies and approaches for each target; 4) How to conduct a successful solicitation; and 5) What to do once you have secured a major gift.

About the presenter: Since 1995, Charlotte Pelton has led a management-consulting firm comprised of a group of highly-skilled professionals who focus their specific expertise to help clients achieve success. Armed with a business degree with a major in marketing, she honed her creative and analytical skills within the insurance, hospitality, and energy industries before becoming a serial entrepreneur. Charlotte transitioned from the corporate sector in 1992, joining the Cultural Council as COO, CFO and Marketing Director just as the Kravis Center opened its doors. There, she had the fortune of overseeing the staff of the Council, immersing in all aspects of the organization, while also working closely with the numerous cultural organization members on marketing initiatives. This hands-on experience over three years opened her eyes to the needs that many of the organizations had in strategic planning, marketing, organizational development and fundraising.

Now with more than 25 years’ experience in serving the needs of cultural organizations and other nonprofit organizations, Charlotte remains a lifelong student in how to best create and execute plans that produce measurable, impactful results and ensure long-term client satisfaction. Her passion for superior service informs and inspires the work she does, both within business as well as through her extensive volunteer work. As an active business leader, Charlotte is a member of MENSA, the Association of Fundraising Professionals and Executive Women of the Palm Beaches, where she is a past president. She is also an active member of St. Mark’s Episcopal Church and School in Palm Beach Gardens, where she helped raise funds for a $22 million campus redevelopment, and has served in leadership roles on the vestry and as senior warden.

Main Session

Suggested for: executive, development, board of directors

Location