Our Programs and Events

Whether you are new to the field and want to learn the basics, or are more seasoned and wish to deepen your knowledge and troubleshoot challenges with your peers, DER has something that is right for you. Every month, DER delivers innovative and affordable fundraising education and networking events that are specifically designed to meet the needs of today’s development professional.

We offer multiple ways for you to learn and connect with your community.

  • Monthly Luncheons    At these individual speaker or panel events you’ll hear from experts in the field and stay up-to-date on the latest industry trends.  You’ll also have the opportunity to meet and mingle with your fundraising colleagues and other nonprofit professionals. Luncheons are typically held on second Fridays and lunch is served!

  • Roundtables   An expert-guided peer learning and discussion session that affords each individual the opportunity to participate in a small group (25-40 people) setting.

  • Workshops    Groups of various sizes engage in a structured, interactive learning experience where participants leave with a plan or “work product” for implementation.
  • Hank Rosso Forum   Every other fall, DER partners with the Association of Fundraising Professionals (AFP) Golden Gate Chapter to present the Hank Rosso Forum in honor of DER’s founder and the author of Achieving Excellence in Fundraising.  At this half-day event, participants take a deep dive into the opportunities, challenges, and latest trends facing today’s fundraisers. An afternoon of panel discussions and speakers is followed by an intimate networking reception and delicious hors d’oeuvres.

The topics covered in our events typically include major gifts, corporate and foundation grants, donor prospecting, appeals and stewardship, measuring impact, working with boards, and more. Development professionals who participate in the CFRE (Certified Fund Raising Executives) program can earn continuing education points at qualifying DER events. We provide all the information you’ll need to keep track of your progress.

We are always looking for speakers who have expertise on a topic or a success or learning experience to share. If you would like to suggest a program idea or volunteer to speak at a DER event, send an email to programs@dersf.org.

Virtual Event: Choosing a CRM to Maximize Fundraising Potential Join us Friday, August 24 at 12 noon!

Choosing a CRM (Customer Relationship Management) solution can be challenging, but is essential for communicating and developing deeper relationships with your constituents, donors, partners, and other stakeholders.
There are many considerations for an organization to find the optimal solution that meets their unique needs. What is the best CRM based on your organization’s size, budget, resources, and what you need from your database? The panel will provide guidance and helpful information on creating an effective research and selection process, getting the most out of a demo, implementing a new database, and the long-term success of your CRM solution in achieving your fundraising and communication goals. Our expert panel will consist of an end user, a vendor, and a consultant. Please come with your questions.

  • Are you a small (and mighty) nonprofit seeking to identify a cost-effective CRM? Michael Kaulkin will talk about his decision making and the trade-offs he made when selecting the CRM, Little Green Light.
  • Are you unsure how to implement your database and make it work for you long-term? Created by experts in the fundraising field, Bloomerang is on numerous “best of” CRM lists. Gabe Harkov will discuss the approaches he suggests for nonprofits when they are considering a solution to their CRM needs.
  • Are you curious about the best practices to research and select your next CRM? A local San Francisco company, Salesforce provides many nonprofits with their CRM solutions. Consultant Jessica Kwok will discuss what are successful approaches to CRM research and selection and what to look for in a demo using the many projects she’s conducted for a wide variety of nonprofits as her examples.

Your questions are key. After you register, we will email you and ask you for a question or two so the panel conversation can be tailored to the needs of our participants. Please look for an email from administrator@dersf.org.

       

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Jessica Kwok, Principal, Salesforce Consulting at Dayspring Technologies

Having worked for United Way of the Bay area and other non-profits large and small, Jessica joined Dayspring to help non-profits use Salesforce to achieve their missions. As a consultant, she has completed many Salesforce implementations and is passionate about building thoughtful solutions and long-term relationships with her clients. Dayspring Technologies is a web development company and a registered Salesforce.org consulting partner based in San Francisco, California.

Michael Kaulkin, General Manager, San Francisco Choral Artists

A composer and teacher, as well as a 20-year veteran web developer, Michael manages SF Choral Artists, a $100,000 elite chamber choir. In selecting his CRM, he evaluated a few databases and then chose Little Green Light.  He’ll tell you why LGL was a good fit for his organization and what he still has to learn. Both SF Choral Artists and Michael are based in the Bay Area

Gabe Harkov, Vice President Sales, Bloomerang

An arts administrator at the Arizona Opera, Indiana Children’s Choir and Indiana Youth Institute, Gabe joined Bloomerang over 5 years ago to help non-profits transition from their legacy systems to Bloomerang.  Bloomerang was built by fundraising experts to allow non-profits to move the needle by focusing on functionality that matters. Gabe and Bloomerang are located in Indianapolis, Indiana.