Behind the Scenes of Fundraising: Databases, Foundations & Proposals
Taught by Julia Levy
Julia Levy is the Founder of Side Project Studios, a coaching and consulting firm championing ideas into action. She fell in love with side projects over a decade ago and shared why at TEDxEmory in 2019. The Brooklyn Brainery helped her discover her passion for side projects as a student and teacher. Her projects have been featured in Forbes, Inside Edition, Huffington Post and The Atlanta Journal Constitution. She's produced and performed in a comedy show at the People’s Improv Theater in New York City and built community for the Communications Network. Currently, she’s building Tradition Kitchens to transform kitchens into classrooms, Peach and Prosperity to produce a podcast with stories of Georgia and National Muffin Day to foster a philanthropic food holiday helping people experiencing homelessness. Her career has been in philanthropy as a fundraiser and communications professional. Learn more about her at juliamlevy.com.
Behind every great donation, there’s a story. Go behind the scenes to understand the nuts and bolts of fundraising with three critical areas – databases, foundations and proposals.
First, learn how to establish the base of an organization’s success by setting up a database, or in today’s terms, a CRM (Customer Relations Management) tool. From there, we’ll develop the vocabulary of grant writers to craft the outlines for successful proposals. Learn from successful pitches in the past and understand what is needed beyond the vision for your project, including financial information and reporting metrics.
As we explore the field of Foundation Giving, both individual and corporate, you will understand how to find a funding source with an aligned mission, best practices for applying, and review case studies. You’ll role play from the decision maker’s seat - as a Foundation’s Executive Director to decide what to fund and what not to fund.
