2013 Annual NCDC Conference and Exposition

As more Catholic institutions incorporate major gifts and capital campaigns into their fundraising efforts the need for synergy between the finance office and the development office becomes even greater. And yet, these two departments view “dollars and cents” from very different perspectives. This session will help define the diverse needs and expectations finance directors and development directors have of each other and how to avoid common misunderstandings. Specific discussion will surround the role of the Chief Financial Officer in major gift and capital campaign efforts. What time commitment, resources and strategic planning is necessary from the CFO for philanthropic success? What financial information is necessary to steward donors or meet funder expectations? In addition the session will incorporate role playing and interactive dialogue to demonstrate the best strategies for managing common scenarios between Finance and Development Directors in Catholic fundraising.

 

In the session you will learn: 

Examples of the different professional and personal traits that drive how Finance and Development Directors approach their responsibilities

 

How and why each position takes the approach it does to support the organizational mission. While the needs may be different, the outcomes should be the same.

Relationship building tactics to encourage strong communications and information sharing between the Directors.