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THE LEADERSHIP INSTITUTE International School of Fundraising: How to Raise a Lot of

Money in Your Country for Your Cause

March 30 to April 3, 2010 At Wellington College: Crowthorne, Berkshire, United Kingdom

AGENDA

Tuesday March 30, 2010 Check-in and Registration

5:00 to 6:00 pm. Tour to Wellington College Steve Blosse

Wellington College

6:30 to 7:30 pm. DINNER

7:30-8:30 p.m. International School of Miguel Moreno

Fundraising Overview and Director of International and

Self-Introductions Government Programs

The Leadership Institute

Wednesday March 31, 2010

8:00-8:30 A.M. BREAKFAST

8:30-10:00 Welcome on Behalf of The Leadership Morton Blackwell

Institute and Why People Give To You President

The Leadership Institute

10:00-10:15 BREAK

10:15-12:00 P.M. Personal Solicitation: Bruce W. Eberle

Asking One-on-One President and CEO.

Bruce W. Eberle and

12:00-1:00 LUNCH Fundraising Strategies Inc.

1:00-2:00 The Marketing Framework Ben Hart

Developing the Offer President

Ben Hart Marketing

2:00-3:00 Case Study in Fundraising Success Caio Xavier da Silveira

President of Pro Europa

Christian Federation France

Slawomir Olejniczak

3:00-3:15 BREAK President/FTP Poland

3:15-4:15 Writing a Fundraising Plan – Mike Rothfeld

Budgeting for Long-term Success President

SABER Communications

4:15-5:15 Vital Research on Donors Ann C. Fitzgerald

and Prospective Donors President

A.C. Fitzgerald & Associates, LLC

5:15-6:00 Building Strong Donor Relations Morton Blackwell

6:00-7:00 Capital Campaigns Stephen Clouse

President

7:00-7:45 DINNER Stephen Clouse and Associates

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7:45-9:00 pm. “Not only in America” Dario Paya

Adapting Fundraising Methods Chilean Congressman

to your own Country 28th

District Chile

Thursday April 1, 2010

Dual Track: Participants choose one track -- Beginners or Advanced Fundraising.

Beginners:

8:00-8:30 A.M. SIGN-IN and BREAKFAST

8:30-9:45 How Direct Mail Works Ben Hart

President

9:45-10:00 BREAK Ben Hart Marketing

10:00-11:00 How to Develop and Implement a Silvio Dalla Valle

Direct Marketing Program over a Year Luci Sull’est, Italy

11:00-12:00 Writing a Successful Letter Bruce W. Eberle

President and CEO.

Bruce W. Eberle and

12:00-1:00 p.m. LUNCH Fundraising Strategies Inc.

1:00-2:00 p.m. Getting into the Mail Mathias von Gersdorff

Direct Mail Fundraising Kinder In Gefahr, Germany

2:00-3:00 Organizations that Fund International Lawrence Jacobs

Non-Profit Organizations Vice President

The Howard Center

3:00-3.15 BREAK

3:15-4:15 What Next? Building a Housefile with Mike Rothfeld

Strategies for Strong Renewals President

SABER Communications Inc.

4:15-5:15 Analyzing Results: The Key Mathias von Gersdorff

Information Which Leads You Kinder In Gefahr

to Success Germany

5:15-5:45 PICTURE (GROUP AND INDIVIDUAL)

5.45-7:00 BREAK AND SPORTS (Voluntary)

7:00-8:00 p.m. DINNER

Combined Session:

8:00:9:00 p.m. Presentation & Panel: Jose Antonio Ureta

Legal and Tax Status Issues & Mathias Von Gersdorff

9:00 CONCLUSIONS AND ADJOURNMENT

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Thursday April 1, 2010

Advanced:

8:00-8:30 A.M. SIGN-IN and BREAKFAST

8.30-9:45 Using Video and DVD for Big Asks Stephen Clouse

President

Stephen Clouse and Associates

9:45-10:00 BREAK

10:00-11:00 Informational Mailings Mathias von Gersdorff

and Newsletters: Paving the Way for Kinder In Gefahr

Renewed and Larger Gifts Germany

11:00-12:00 Corporate Fundraising Dario Paya

Chilean Congressman

28th

District Chile

12:00-1:00 p.m. LUNCH

1:00-2:00 Monthly Giving Plans: Jose Antonio Ureta

A Major Source of Reliable Income Founder and Director

Roma Foundation, Chile

2:00-3:00 Analyzing Results: The Key Rick Hendrix

Information Which Leads You Founding Partner

to Success ClearWord Communications

Group

3:00-3.15 BREAK

3:15-4:15 How to Develop and Implement a Silvio Dalla Valle

Direct Marketing Program over a Year Luci Sull’est

Italy

4:15-5:15 What Next? Building a Housefile with Rick Hendrix

Strategies for Strong Renewals Founding Partner

ClearWord Communications

Group

5:15-5:45 PICTURE (GROUP AND INDIVIDUAL)

5.45-7:00 BREAK AND SPORTS (Voluntary)

7:00-8:00 p.m. DINNER

Combined Session:

8:00:9:00 p.m. Presentation & Panel: Jose Antonio Ureta &

Legal and Tax Status Issues Mathias von Gersdorff

9:00 CONCLUSIONS AND ADJOURNMENT

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Friday March 2, 2010

Combined Session:

8:00-8:30 A.M. SIGN-IN and BREAKFAST

8:30-9:30 Building the Right Database Rick Hendrix

Founding Partner

ClearWord Communications

Group

9:30-10:45 Effective Online Fundraising Stephen Clouse

President

Stephen Clouse and Associates

10:45:12:00 Moves Management Kevin Gentry

Eastern Vice Chairman

Republican Party of Virginia

12:00-01:00 LUNCH

01:00:2:00 Foundation and Kevin Gentry

Major Donor Fundraising Eastern Vice Chairman

Republican Party of Virginia

2:00-03:00 Planning and Organizing Ann C. Fitzgerald

Successful Fundraising Events President

A.C. Fitzgerald & Associates, LLC

3:00-3:15 BREAK

3:15-4:15 Fundraising as Relationship Building Matthew Elliott

Co-Founder & Chief Executive

The TaxPayers' Alliance, UK

4:15-5:15 Panel discussion wrap-up with Q&A Bruce W. Eberle

(All speakers will sit on the panel) President and CEO.

Delegates Share Experiences Bruce W. Eberle and

Fundraising Strategies Inc.

5:15-6:00 Where Do We Go From Here? Morton Blackwell

President

Leadership Institute

6:00:8:00 pm. CLOSING REMARKS, GRADUATION AND DINNER

Saturday 3, 2010

9:00 AM BREAKFAST and Departure from Crowthorne to London Center

by coach Tour to the Monuments (Voluntary).

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INTERNATIONAL SCHOOL OF FUNDRAISING (ISF)

Wellington College: Crowthorne, Berkshire, United Kingdom

March 24-28, 2009

“Please send my thanks also to Mr. Blackwell for his great vision for LI! LI can truly help to

improve the societies! Especially, in conservative east-European post-communistic countries exists a

great demand for all those skills that LI can provide! Thank you – and all involved at The Leadership

Institute – for the recent ISF event at Wellington College. I found it immensely useful and am already

implementing major practical changes to our fundraising strategy as a result of information I learnt at

the ISF event. I thought that the quality of speakers was generally excellent – especially some of the

American speakers in the advanced sessions. I particularly appreciated the way in which we were

given practical examples of successful practice from leaders in their field, who had “done the

business.”Simon Richards, Director, The Freedom Association, Oxfordshire, United Kingdom.”

“There have been two LI ISF in history and I’ve had the privilege to be at both of them. They were

both well worth it. This is why. I could spend months and months reading various marketing books

and fundraising manuals before I would acquire the same level of know-how that I have after 4 days

with the Leadership Institute. It is unbelievable how much practical knowledge can be communicated

in such a short time. I’m sure it is mainly due to the incredible presentation and teaching skills of

most of the speakers. Although we were listening to lectures from 9am to 9pm with short

‘interruptions’ for lunch and dinner, I never fell asleep or felt bored. In fact, I took about 20 typed

pages of notes.” Martin Luteran, The Ladislav Hanus Fellowship, Slovakia

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The Hon. Amos Makalla, Secretary of the National Executive Committee of the governing party

in Tanzania stated: “I take this opportunity to thank Mr. Morton for taking all initiatives to organize

a wonderful ISF in England. I want to thank you in your capacity as international coordinator for a

tireless effort to make the seminar successful. I thank the teachers and our host Wellington College

for their hospitality during the seminar. I found the ISF was very educative. I am convinced to say

that The leadership Institute is the best institute to train leaders. For those who want to be successful

in leadership just go to leadership institute. Thank you so much.”

“I want to express my most sincere congratulations for holding this fundraising seminar in Europe,

with such high-level speakers who were so willing to help. Thank you for thinking of the world (not

just North America) since an organization like the Leadership Institute can do a lot of good for

society in all parts of the world. I was also glad to have met so many other people from a diverse

group of countries but with common interests and beliefs.” Fernando J. Marcos, Madrid, Spain.

“I have to thank you and of course the Leadership Institute for this fantastic opportunity to participate

in the Fundraising school in UK. It is unbelievable how much useful information I was able to

acquire during those beautiful 4 days in Wellington Collage. After this training I'm truly able to

recognize in Slovakia a whole new dimension of opportunities how to make our society a better one -

and more important - now I know the techniques how to do that!!” Robert Mateffy, Director, The

Institute of Leo XIII, Bratislava, Slovak Republic.

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Bruce Eberle, President and CEO of Bruce W. Eberle and Fundraising Strategies Inc. said: “I

enjoyed the opportunity to participate in your fine conference. It was inspiring to meet so many fine

conservatives from around the globe. You did an excellent job of organizing and running the event.

Congratulations.”

“I am writing to thank you, once again, for the wonderful experience with the ISF at Wellington

College. I am very grateful for having been able to participate in such an excellent event. On the one

hand, the organizing team did a wonderful job and I believe we can all say we had a great time in

England. On the other hand, the lectures were very enriching and inspiring. I learned a lot from the

experiences of the speakers, as well as from their enthusiasm, and I am positive that I will be able to

turn all this knowledge into great projects for my organization in Romania. All in all, it was a highly

successful event and I hope it will be repeated in the years to come.

Irina Papuc, Romania”

“Thank you so much once more for that fantastic week at Wellington College. I learnt a lot and met

great people, a priceless asset. Thanks very much in advance, hope you are well and got back home

safely.” Dr. Sophie Henckel von Donnersmarck, Germany