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From Data to Delivery: Building an Effective Fund Development Plan with the 4D Approach - April 2025

When
April 15, 2025
11:30 AM - 1:00 PM
Location
Brio Italian Grille International Plaza 2223 N. West Shore Blvd. Tampa FL 33607
Spaces left
2

Registration

Guest IN-PERSON – $45.00
Luncheon Partnership – $500.00
Member IN-PERSON – $35.00

Registration is closed

From Data to Delivery: Building an Effective Fund Development Plan with the 4D Approach

Natalie Root, CFRE, PMP

In today’s rapidly evolving nonprofit sector, organizations need strategic, sustainable fund development plans that drive growth and build strong donor relationships.

This interactive session will equip participants with practical tools to analyze their current fundraising efforts (Data), design targeted strategies that align with organizational goals (Design), develop clear action plans (Development), and implement processes that deliver results (Delivery). Through real-world examples, a roadmap for prioritization, and key takeaways, participants will walk away ready to enhance their fund development efforts and raise more money effectively.

Learning Objectives: Attendees will be able to…

Understand how to assess their organization’s current fundraising landscape using key data metrics to identify opportunities for growth.
Learn how to design and develop a goal-driven fund development plan with the resources you have NOW, aligning strategy with donor segments, programs, and mission impact.
Explore how to deliver a sustainable, long-term fundraising model with actionable next steps and practical implementation tools.

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Tuesday, April 15, 2025

11:30 am Networking

12:00 pm Program & Lunch Service

Location:

Brio Italian Grille International Plaza

2223 N. West Shore Blvd. Tampa FL 33607

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Program Fee

AFP Member - $35.00

Guest - $45.00

The program will only be offered in-person. Please indicate when registering your meal choice for meal planning purposes.

AFP Tampa Bay aims to be accessible and inclusive to all of our members and guests. If you require special accommodations, please let us know via email so we can plan to make adjustments to the program

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Meal Choices

Chopped Salad

Choice of one (1):

- Strawberry Balsamic Chicken Salad

- Fettuccine Alfredo

- Pasta Brio

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Applied for 1 hour CFRE

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Speaker Bio - Natalie Root, CFRE, PMP

Natalie Root, CFRE, PMP is the Founder & CEO of The Root Agency where she developed the team's 4D Approach to help philanthropy Take Root & Grow. The Root Agency serves hundreds of nonprofits in fundraising, infrastructure and capacity building, capital campaign planning and management, strategic planning, creative services, and professional development. She has 20+ years as a nonprofit consultant and has led teams exceeding $100 million in fundraising efforts across all sectors nationwide.

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Meeting Guidelines

AFP Tampa Bay recognizes the importance of personal connection, but your health is our priority. We continue to monitor the community level for our area and follow CDC recommendations.

We ask that you not attend if:

You have recently tested positive for COVID-19. Use the self-evaluation tool HERE to determine when you may return to in-person meetings after testing positive.
You have been recently exposed to someone with COVID-19.
You are waiting on COVID-19 test results.
You feel you may be becoming sick, running a fever, or experiencing any symptoms associated with COVID-19 such as fever, cough, or shortness of breath.

THE ASSOCIATION OF FUNDRAISING PROFESSIONALS TAMPA BAY CHAPTER IS A NOT FOR PROFIT 501(C)(3) ORGANIZATION. ALL GIFTS ARE TAX-DEDUCTIBLE AS ALLOWED BY LAW. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1.800.435.7352 WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. THE SUNCOAST CHAPTER’S REGISTRATION NUMBER IS CH34973. PLEASE WRITE TO US AT OUR PO BOX 1134, ST. PETERSBURG FLORIDA 33731. 100% OF THE PROCEEDS BENEFIT THE ORGANIZATION.

AFP Tampa Bay PO Box 1134 . St. Petersburg, FL 33731 | CLICK HERE TO EMAIL AFP TAMPA BAY