AFP

Proudly supported by
Presenting Level Sponsor:

                    Download full program
 

 


Presenting

Development Guild / DDI

 

Patrons

Blackbaud, Inc.

Grossman Marketing Group

 

Benefactors

CCS

Copley Harris Company, Inc.

Harvard University

Vital Data Management

The Wayland Group

 

Supporter Level

cMarket, Inc.

Convio

Crescendo Interactive

Lois L. Lindauer Searches

LTS LeaderBoard/ Metro Mini Links

DonorPerfect/ Softerware, Inc.

Jaques & Company, Inc.

Qbase

Ruotolo Associates, Inc.

The Helen Brown Group LLC

WealthEngine.com



Welcome
Boards and Committees
Registration
Plenary Keynote Speaker
Conference Program
Sponsorshop Opportunities
Exhibitor Opportunities
2007 Scholarships
Volunteer Opportunities
Conference Deadlines
Venue
Organizer & Contacts
 
 
 

Pre-Plenary Session- 7:30- 8:45 A.M

Philanthropy from the Media Perspective

     Speakers: Paul LaCamera, WBUR-FM Radio; William Fine, WCVB-TV Channel 5;
     P. Steven Ainsley, The Boston Globe; Michael Olivieri, Boston Business Journal

AFP MA Chapter Annual Meeting- 9:00 A.M.

Presidential Remarks- 9:10 A.M.

Plenary Session- 9:15- 9:55 A.M.

     Speaker: Dave McGillivray, World-athlete, Entrepreneur, Motivational Speaker, Philanthropist.

Early Morning Sessions- 10:05- 11:15 A.M.

     Advancement Services

     Ethics & Accountability

     Speaker: John Taylor, Advancement Solutions Consulting Group

What does it mean to be "ethical" in our profession? What are the rights of donors and what do they expect from us?  Join in this discussion of the impact of regulations, new and old, on the way we conduct ourselves and how we are accountable to our donors.

     Annual Fund

     Bringing It Back From Near Death!

     Speaker: Stephen Mally, Blackbaud

Starting an annual giving program from scratch often can be easier than breathing life back into an existing one. In this session you will learn ways to slow attrition and use creative solutions to acquire donors, and obtain repeat gifts and upgrades from constituencies.  Come hear how this development professional implemented new strategies over a five-year period at a leading medical institution, taking the annual fund from $200,000 to $1.7 million in revenue.

     Capital Campaign

     Role of Board Members in Capital Campaigns

     Speakers: Alan Solomont and Norman Stein, Boston Medical Center

In order for capital campaigns to be successful the Chief Development Officer and the Campaign Chair must establish a strong working partnership.  This presentation will review how together these individuals develop and implement short-term and long-range plans, and clear campaign strategies. 

Development and Communications

     Raising Funds in Virtual Worlds

     Speakers: Randal Moss, American Cancer Society; Frank White, Harvard University

Utilizing a virtual presentation with Second Life, the American Cancer Society’s fund-raising and community engagement programs, this informative session will combine a tour as well as an open discussion of an organization’s fund-raising goals.

 Corporate and Foundation Relations

     The Corporate Giving Dance: Perspectives from Corporate Funders and the Non-Profits They Support

     Speakers: Andy Philips, Citizens Bank; Alyson Bristol, Boston Symphony Orchestra; Meg Clough, Loomis-Sayles & Co.; Kristin Hansen, Citizen Schools

Join us for an interactive Q & A discussion with tips and best practices from some of Boston's most sought after corporate funders and non-profits. Ask questions and get advice from two top corporate funders and two non-profits who've worked for years developing and honing their corporate philanthropy strategies.

Donor Relations

     Intentional Stewardship

     Speakers: Julia Emlen, Emlen Associates and Doug MacPherson, Horace Mann Educational Association

Over the past 18 months, HMEA has applied the principles of stewardship in order to promote philanthropy among a small, committed group of donors. After assessing the state of stewardship at HMEA, the presenters introduced a number of changes in distribution of assignments carried out by board members, the vice president for marketing and development, and support staff. The results have been impressive. Learn how this small experiment in stewardship was introduced and continues.

Major Gifts

     Beyond Metrics: Measuring and Rewarding Major Gift Performance

     Speaker: Kristina Lentz, Harvard Medical School

Contacts per month.  Number of prospects.  Individual dollar goals.  What are the best ways to evaluate gift officer performance?  In this lively session, we will provide advice on when major gift metrics can help motivate and inspire staff and strengthen relationships with donors—and when they can contribute to pressured prospects, staff and institution integration problems, underperformance and turnover.

Major Gifts

Building & Growing a Major Gifts Program

     Speakers: Cecelia Roddy, Development Guild/DDI; Heidi Daniels, Juvenile Diabetes Research Foundation International New England Chapter

Explore the opportunities and challenges involved in building and growing a major gifts program in a chapter-based organization with strong volunteer engagement.  We will share success stories, show examples of struggles, lay out our "map for success" and ask you to be interactive, curious and engaged. 

Management

     Your Organization's Public Image

     Speaker: Geri Denterlein, Denterlein Public Affairs

In today's world, non-profit organizations are expected to run as efficiently as Microsoft and to market as effectively as Proctor and Gamble.  The best non-profit organizations distinguish themselves from competitors in order to appeal to the ever shrinking base of corporate donors.  The challenge: How do you appeal to the head and heart of the sophisticated donor?  How do you maintain your donor base in a climate of change?  By reviewing a case study in this session, you will see how the image of your organization is critical to the fund-raising efforts. 

Planned Giving

     Thank You For Arguing:  What Aristotle, Lincoln and Homer Simpson Can Teach Us about the Art of Persuasion

     Speaker: Jay Heinrichs, Author

Known for his lively, humorous, and engaging style, this author will reveal persuasion techniques tailored to the fund-raising professional and share the strategy for moving an audience to action. Learn how to recognize a portmanteau and a chiasmus when you hear them, and how to wield such handy and persuasive weapons the next time you really want to get your own way.

Small Shops/ Special Events

     Brand Spankin' Knew

     Speakers: Tim Leahy, Community Servings; Liz Page and Amanda Harless, Liz Page Associates; Bonny Katzman, BK Design

Special events are multiplying in an ultra-competitive market place and your event must stand out to sell. Yours is no longer the only black tie gala in May, but you need to boost attendance and garner headlines while capturing the imagination of sponsors and ticket buyers alike.  It's time to brand!

Early Morning Workshops- 10:05- 11:15 A.M.

Annual Fund

     Writing Great Letter Copy

     Speaker: Les Gordon, Mail Computer Services

One of the most important elements of a direct mail appeal is the quality of the letter copy created for the solicitation. At its most basic level, “great” letter copy gets read and generates a good response rate affecting your average gift size and cost per dollar raised. In this session, we will review specific components and characteristics of "great" letter copy and how the appeal letter relates to all the other components of the ideal direct mail fund raising package.

Small Shops/ Special Events

     Keeping Your Ducks in Row

     Speakers: Chris Marrion, Boston Lyric Opera; Scott Gortikov, Mass Equality

Your executive director thinks you need a flashy new event, your board chair wants to know why you haven’t landed that mega corporate sponsorship – but you’re just struggling to get your annual fund off the ground. Explore and learn how professionals in small shops can deal with competing demands, avoid the sand traps, make smart choices about resources and prioritize their time so they can keep their eyes on the prize.

 Major Gifts

     Making The Ask

     Speaker: Stephanie Truesdell, Milton Academy

From preparing for the meeting, to making the actual ask and strategies for successful follow up, each element of the solicitation will be carefully reviewed in this interactive workshop. Leave prepared to major gifts. Participants will have the opportunity to role play to help hone their skills.

Donor Relations

     Case Studies in Major Gifts Stewardship

     Speakers: Cathie Cook, McLean Hospital; Jim Thompson, Massachusetts General Hospital

Focusing on the donor relations function is crucial to sustaining and nurturing the relationship between the donor and the institution so that major gifts work can be effective. Ms. Cook will detail the story of a 14-year stewardship effort for one donor that included numerous visits in three states, 45 letters and countless phone calls, culminating in a $3.3 million gift to McLean. Mr. Thompson will highlight MGH's stewardship of a couple over many years and how careful cultivation and persistence led to the largest gift in the hospital's history.

 Networking Break- 11:20- 11:45 A.M.

Late Morning Sessions - 11:50 A.M. - 1:00 P.M.

Advancement Services

     IRS Regulations & Counting Standards

     Speaker: John Taylor, Advancement Solutions Consulting Group

Since 1993, the IRS has been clamping down on the non-profit sector to help assist compliance with IRS regulations pertaining to charitable donations.  In this workshop we will review those new requirements and AFP’s efforts to reinforce those responsibilities.

Annual Fund

     Cultivating Donations Through Direct Response Marketing

     Speakers: Bryan Terpstra, LW Robbins; Leah Bloom, St. Francis House

Learn how to build strong donor relationships through integrated direct response communications, including direct mail, e-marketing and other channels. Find out through case studies how effective donor cultivation can lead to larger average gifts, more frequent giving and more loyalty. This session will present specific strategies and tactics you can apply to your own program.

Capital Campaign

     Campaign Staffing:  Build the Most Effective Development Team

     Speakers: Steve Solomon, Consultant; Victoria Jones, Development Guild/DDI

How do you assess the priorities that will drive your campaign staffing plan? Join us as we address the process of identifying skill sets required for campaign initiatives, recruiting and hiring, integration of new staff into an expanded department and management of the newly comprised advancement team. Several campaign staffing plans will be presented, as well as recommendations for attracting the best candidates.

Development and Communications

     Marriage of Writing & Design

     Speakers: Heidi Price and Laura Duffy, Heidi Price Design

With the successful integration of copy and graphic design, your newsletters, brochures, and annual reports are more likely to deliver your organization's message.  Neither words nor design elements—color, photography, typeface, illustrations, paper—stand alone.  Our presentation will explore the creative process in relation to getting maximum impact from your publications and the importance of developing copy in concert with design.

Corporate and Foundation Relations

     Family Foundations: Best Approaches and Promising Trends

     Speakers: Mari Barrera, Highland Street Foundation; Katie Everett, Lynch Foundation; Jean Whitney, Carl and Ruth Shapiro Family Foundation

This panel of experts will host an interactive session that will give a glimpse of the inner workings of three major family foundations and provide an overview of recent trends in family foundation giving.  Questions to be addressed may include:  What is the best way for a non-profit to approach a family foundation, especially if the guidelines say, “No applications accepted” or “Gives only to pre-selected organizations?”  Where can grant seekers find information about family foundations? How do seemingly “closed” family foundations identify potential grantees? 

Donor Relations

     Moves Management From A Donor Relations Point of  View

     Speaker: Steve Braverman, Hebrew Senior Life

The “Moves Management” concept is a highly intentional system that enables development professionals to bring prospective donors through the stages of identification, information gathering, relationship development, donor involvement and gift commitment. It is an ongoing process designed to strengthen the relationship between the prospect and the institution. Our presenter will provide several successful examples of moving donors through a thoughtful, strategic, purposeful series of moves designed to secure multi-million dollar commitments.

Major Gifts

     Guaranteed Success in Major Gifts: Making your own Luck    

Speakers: Jim Kitendaugh, The Wayland Group; Sara Andrews, North Shore Medical Center, Howard Breslau, Huntington Theatre Company

Is success in major gifts merely dependent on having a handful of wealthy donors and/or prospects? This discussion focuses on building your major gifts program structurally and methodically, through donor engagement and attachment, leadership annual giving, and the relentless pursuit of face-to-face encounters. Come hear perspectives from organizations that are successfully building major gifts programs. This approach, combined with dogged persistence and commitment is guaranteed to lead to success in major gifts.

Management

     Managing Stewardship As An Institutional Priority

     Speaker: Julia Emlen, Emlen Associates

The importance of stewardship as a means of bringing donors to their highest level of philanthropy has been established. The best way to manage a stewardship program, however, remains the subject of discussion and experimentation.  In this workshop we will discuss the essential tools of donor relations and how to introduce stewardship as an institutional priority rather than a unit-based assignment.

Planned Giving

     Marketing Planned Giving Opportunities

     Speakers: Robin Ryan and Joseph Broughton, Winsor School

Organizations with fewer staff members have unique challenges.  How do you promote planned gifts effectively when the planned giving officer wears multiple hats?  Join two development professionals as they discuss their multiple-year planned gift marketing plan at Winsor School during which time they focused their efforts on all aspects of communications, including publications and website. 

Small Shops/ Special Events

     Tempest in a Teacup

Speakers: Jamie Brogioli, MIT; Miguel Rodriguez, Fuller Craft Museum; Katie Skoog, Families First Parenting Programs

Special events are one of the best ways for your organization to increase visibility, build relationships and cultivate new donors. But they can also be time-consuming, expensive and ineffective—a deadly combination when you’re in a small shop. In this presentation, professionals with a wide range of events experience will share tips on how to create unique and exciting events that will highlight your organization’s mission and jumpstart donor relations without breaking the bank.

Late Morning Workshops- 11:50 A.M. - 1:00 P.M.

Capital Campaign

     First Time Campaigns

     Speakers: Tanya Holton, National Braille Press; Marilyn Lee-Tom, Consultant

Has your organization never plunged into the capital campaign waters?  Many reasons hold small organizations back from these deep waters--uncertainty about their vision for the future, fear that they won't swim successfully, and genuine concern that their existing major donor base is simply not deep enough to sustain a campaign. Come discuss the issues you face with two professionals who have charted these waters, one who successfully raised $1.5 million dollars among the Chinese community and one who is currently in the throes of launching a $3 million campaign.

Corporate and Foundation Relations

     Identification of Prospects

     Speaker: Carla Cataldo, Proposals, Etc.

For those new to corporate and foundation relations, we will review identifying prospective donors, reading "between the guidelines," and collaborating with volunteers and staff to cultivate corporate and foundation prospects. This interactive workshop will highlight successful strategies for reaching out to institutional prospects. 

Small Shops/ Special Events

     What’s Keeping You up at Night?

     Speakers: Chris Marrion, Moderator, Boston Lyric Opera; Frances Mosley, One Family; Jan Miner, Cambridge School of Weston

How often are you wide awake at 3:00 am, unable to get that nagging work problem out of your head? For the small-shop professional who addresses every challenge single-handed, this is an all too familiar scenario. Join other small shop staff as they share the problems that keep them up at night with seasoned professionals who have seen it all. Participants are asked to come prepared to discuss their own top challenges and to give feedback to their colleagues.

Major Gifts

     Managing Major Gifts

     Speaker: Brigette Bryant, Tufts University

Covering tips and “how-to's” for both small and large shop settings, this major gifts professional will talk about cultivation and solicitation ideas, strategies for assessing capacity, getting to 'yes’--making the ask and closing the deal, and tackling both low-and high-hanging fruit to maximize your results.  Bring your questions and case examples for group discussion.

Lunch Roundtables- 1:10- 2:10 P.M.

Early Afternoon Sessions- 2:15 - 3:25 P.M.

Advancement Services

     Redefining Prospect Research

     Speaker: Michael Allard, Massachusetts General Hospital

Four years ago, the Massachusetts General Hospital development office set out to revitalize the function of its research and prospect management program  -- and has redefined the way research functions within a development office.  Learn how the organizational structure, research protocols and prospect management philosophy have elevated the partnership with frontline fundraisers and helped shape the MGH’s philanthropic success.

Annual Fund

     Integrated Marketing Approach to Annual Giving

     Speakers: Martha Cassidy Krohn and Greg Faist, Carnegie Mellon University

How can you use your organization’s various communications—publications, direct mail, email, telefund and web—to boost your annual gifts? Integrate them! Come look at how Carnegie Mellon University’s annual giving and marketing teams have partnered to create targeted fund-raising campaigns that are raising awareness and funds, effectively and efficiently.

Capital Campaign

     Community Campaigns

     Speaker: Arlene Fortunato, Fortunato Associates

Community organizations that provide services to people who are poor, disenfranchised and vulnerable, rarely have constituencies that include prospects, donors or influencers. This presentation will outline a process through which these organizations can expand beyond their comfort zones to achieve campaign goals.

Development and Communications

     Metrics for Development Communications

     Speaker: John Betz, Vital Data Management

If you can't measure it, you can't improve it. As we examine the many common communications pieces the non-profit community uses to cultivate and solicit donors, we also will discuss the specific metrics needed to evaluate the cost-benefit of each form of communication, as well as the audience return-on investment for each solicitation or cultivation tool.

Corporate and Foundation Relations

     Boston Sports Foundations in the Community

     Speakers: Bob Sweeney, Boston Bruins Foundation; Meg Vaillancourt, Boston Red Sox Foundation; Marc Pollick, The Giving Back Fund

Boston is a proud sports town with a long history of teams that have shaped the community while thrilling fans. Today, Boston sports foundations and individual athletes continue their tradition of community support by funding a wide range of local organizations. Join representatives from these foundations to hear about the various ways they carry out their philanthropy and the values that shape their giving programs.   

Donor Relations

     Events as Donor Relation Vehicles

     Speakers: Bonnie Rosenberg and Pamela Hurd, Facing History and Ourselves

Facing History and Ourselves is an educational non-profit that has grown from its roots in Brookline to become an international organization with offices in eight U.S. cities, a hub in London and partnerships around the world.  Facing History reaches an estimated 1.6 million students annually through its network of 24,000 educators with an annual operating budget of $19 million dollars.  Learn how one organization reaches a variety of constituencies and stewards new leadership through learning opportunities, which include conferences, board retreats and board study trips.

Major Gifts

     Maximizing Relationships with Leadership

     Speakers: Larry Raff, Copley Harris; Deb Taft, Tufts-New England Medical Center

Development officers are typically responsible for two things, raising money and managing expectations of leadership.  This session addresses the latter and recognizes that success in managing expectations with leadership will often lead to raising more funds for your institution.  We will address building and maximizing relationships with the CEO, board chair, committee chairs and other leadership. Sound planning, goal setting, communication and execution are the key to ensure these busy and committed people become key players on your team.

Management

     Bridging the Not-So-Great Divide:  How Non-Profits Can Work Effectively with Government & Corporate Entities

     Speaker: Betsy Shure Gross, Office of Public Private Partnerships, Executive Office of Energy and Environmental Affairs

Non-profit organizations increasingly need to work with government agencies and corporations to reach their goals. However, different work cultures and constituencies of each sector can make partnerships challenging. Moreover, often an erroneous perception that we come from "different worlds" creates unnecessary barriers. In this presentation, discover how to overcome some of the common misperceptions and how to partner effectively.

Planned Giving

     Identifying Planned Giving Prospects

     Speakers: Martin Richman, Worcester Art Museum; Rich Solomon, Quincy Medical Center; Carol Sweeney, Boston Latin School

For organizations with an alumni base there has been an advantage to planned giving: birthdates of constituents that are usually known or can be readily approximated.  However, many organizations move beyond age as the sole indicator of planned gift interest and explore other ways of identifying potential donors. This panel will explore traditional and creative ways, such as new technology, to identify prospects.

Small Shops/ Special Events

     Record Breaking Fund-raising Auctions 

   Speaker: Kathy Kingston, Kingston Auctions

Fill your venue with power bidders, solicit exciting high-yield auction items, and discover innovative revenue-producing techniques that go beyond silent and live auctions. Informative and entertaining, this presentation by a fund-raising auction expert is jam-packed with profit making ideas.

Early Afternoon Workshops- 2:15 - 3:25 P.M.

Advancement Services

     How to Select a Software Application

     Speaker: Michael O’Connor, Partners Health Care


The task of selecting a new software application can seem like a formidable job, especially for the development professional or executive whose training and background is not technology.  This workshop will provide "tried and true" steps used by the technology industry to select new software in a way that will ensure a successful selection of the right product to support your development operations. 

Planned Giving

     Literature Review

     Speakers: Rachel Silver, Groton School; Joseph Broughton, Winsor School; Greta Morgan, Morgan Associates

Building on a case study from an earlier planned giving presentation, three seasoned planned giving professionals will provide tips and suggestions on existing planned giving materials.  Organizations can elect to have their own publications reviewed in a small group setting.

Donor Relations

     Working Together: Donor Relations & Communications Interface—A Case Study

     Speakers: Sara Andrews and David King, North Shore Medical Center

Are your marketing and fund-raising publications from different worlds?  Are you mailing to the same audience at the same time with different messages? In this session, learn how the NSMC development and public affairs staff worked to overcome similar challenges to bring efficiency, coordination, and consistent messaging and branding across internal and external publications, marketing, press and other communications.

Management

     A Collaborative Approach to Leadership

     Speakers: Marianne Hughes, Interaction Institute for Social Change; Curtis Ogden, Facilitator

This presentation will explore some of the concepts, frameworks and tools of a collaborative approach to leadership aimed at setting and achieving shared goals. Specifically, participants will learn to balance change efforts across various dimensions of success and encourage participation and ownership among stakeholders.

Networking Break- 3:30 - 3:55 P.M.

Late Afternoon Sessions- 4:05 - 5:15 P.M.

Advancement Services

     Data Integrity is Everyone’s Business

     Speaker: Stephen Mally, Blackbaud

Data integrity is one of the most important measures of success for any strong fund-raising operation. Data hygiene increases dollars raised and decreases expenses, allowing for more dollars to go to your institution’s mission. Using a case study from a leading medical institution we’ll review this comprehensive process, taking into account appropriate privacy rules and other safeguards.

Annual Fund

     Online Fund-raising: Discover How Effective Online Communications and Outreach can Increase your Fund-raising Offline

     Speakers: Blake Groves, Convio; Leah Bloom, St. Francis House; Tim Fullerton, Oxfam America

For most non-profits, the internet is an integral part of a sound fund-raising and marketing strategy. Leave this session with best practices used online to: increase your support base, increase awareness of your organization and programs, convert members to donors, learn more about your constituents and donors, and personalize your donor’s experience. We will talk about re-purposing content for your website, email and direct mail, and how to take advantage of social networks and leverage peer to peer methods.

Capital Campaign

     Maintaining Momentum:  Case Studies in Post –Campaign Planning

     Speakers: Shelley Brown, Children's Hospital Trust; Winifred Lenihan, WGBH

Two years into its $300 million campaign effort, Children's Hospital Trust launched a planning process looking five years beyond the end of the campaign. The comprehensive process, which involved staff, volunteers and hospital leadership, led to a long-term plan that guided organizational growth and focused priorities. Now, WGBH is rounding out a very successful campaign that resulted in a new building in Brighton and is reviewing the next steps in a post-campaign world.  Come hear both experienced fundraisers discuss life after campaigns.

Development and Communications

     Setting and Managing Expectations with Print Vendors

     Speakers: Rob Waldeck, TPG Creative; Craig Blake, W.A. Wilde

Rob Waldeck buys direct marketing services (print, letter shop and fulfillment).  Craig Blake provides them. Think Presidential debates can get heated? Actually, there will be no fireworks or name-calling in this session, because setting and managing expectations is what it is all about. Our speakers will talk about the considerations, processes and responsibilities that make for successful print projects and long-lasting business partnerships.

Corporate and Foundation Relations

     Behind the RFP: Trends and Patterns in Foundation Giving

     Speaker: Rebecca Dunham, Metrowest Community Health Foundation

When seeking grant funds, understanding a foundation's mission is as important as understanding that of your own organization. This foundation insider will show you how to approach funders and establish partnerships between your organization and funders.

Donor Relations

     A Package Approach to Stewardship

     Speakers: Maureen Donnelly and Mike Myer, MIT

“Packages” are a coordinated strategy of stewardship deliverables for a designated period of time, for donors to a specific giving area and, as such, move a stewardship program beyond the level of traditional donor reporting. Internally, the Packages approach at one organization has created annual individualized stewardship plans for major and principal gift donors that can be generated from the database, and used as "tools" for stewardship and fund-raising staff.

Major Gifts

     The Major Gifts Dance: It Takes Two to Tango

     Speakers: Beth Raffeld, MIT; Beth Kramer, Kennedy School of Government, Harvard

In this fast-paced, high-technology world it is easy to forget the basics of solid relationship building and old-fashioned trust.  What is new and what has changed in the procedures and practices of major gift fund-raising? These two seasoned fund-raising professionals have made their careers on successful and fruitful relationships with major donors, while representing many cultural and educational institutions. Their presentation will include an opportunity for discussion with the audience, encouraging our network of professional colleagues to compare best practices in the "dance" of major gift fund-raising. 

Management

     When One Plus One Equals Three: A Successful Non-Profit Merger

     Speakers: Jacqueline Perry O’Connor and Barbara Trevisan, Crittenden Women’s Union

Almost every day we read about another merger. Many times, larger corporations absorb smaller companies, and often mergers are viewed in a negative light.  Now, as more and more non-profits are considering mergers, one organization will talk about the benefits and advantages of such a union in light of competition for limited dollars.

Planned Giving

     Presenting a Compelling Case for Planned Gifts

     Speakers: Deb Abrams, Abrams Associates; Tom Hostetter, Combined Jewish Philanthropies

Planned gift dollars are often deferred use dollars, available to the organization in a time frame dictated by the donors' needs more than the priorities of the organization.  As capital campaigns demand more current funds, how do we persuade our trustees, administrators and colleagues that planned gifts remain critical to our overall success? Come hear about challenges our panelists have faced and techniques that work.

Late Afternoon Workshops- 4:05 - 5:15 P.M.

Development and Communications Workshop

     Making Websites Work for You—Ways You Can Tell Your Story Online

     Speakers: Sarah Durham and Farra Trompeter, Big Duck

The presenters will review best practices you can use to transform your organization's website into a tool to build relationships with donors and other users. They will examine site content, structure and design, and discuss ways you can use your site, email and other online communicator vehicles to raise money. The session will end with an interactive critique of 3-5 websites submitted in advance by conference attendees. If you would like to submit your site, please email a link to the site, with your name and phone number to kristen@bigducknyc.com no later than November 1, 2007.

Planned Giving

     Gifts of Tangible Personal Property

     Speakers: Gary Sohmers, PBS’s Antiques Roadshow; Betsy Grenier, Hannah Consulting

Do gifts of tangible personal property represent untapped potential for your program?  Any fan of television appraisal programs knows the growth in value collectibles have experienced.  Join this review of the “ins and outs” of accepting gifts of property with special focus on reporting requirements. Special guest Gary Sohmers, an appraiser in Collectibles, Memorabilia and Toys on the PBS television program Antiques Roadshow, will discuss this untapped potential. 

Management

     Facilitating Change in Networked World

     Speakers: Marianne Hughes and Curtis Ogden, Interaction Institute for Social Change

Increasingly, would-be change agents are called to "join with" others in pursuit of substantive change. Once we meet others where they are, how do we structure and facilitate the powerful and emergent conversations that bring about change? In this interactive workshop, participants will explore models and tools to help them lead effective change efforts in a flat and networked world. 

Corporate and Foundation Relations

     Grants Management & Stewardship

     Speaker: Lori Friedman, Wellesley College

Highlighting successful strategies in managing grants and stewarding institutional donors, our presenter will focus on working with program staff members to ensure that grant activities are carried out “on-time” and “on-budget,” assisting in the evaluation process and securing grant extensions.  This presentation is most applicable to those individuals who have some grants management experience.

President’s Reception- 5:15 P.M.

 

HOME | WELCOME | BOARDS AND COMMITTEES | REGISTRATION | PLENARY KEYNOTE SPEAKER | CONFERENCE PROGRAM | SPONSORSHIP OPPORTUNITIES |
EXHIBITOR OPPORTUNITIES | 2007 SCHOLARSHIPS | VOLUNTEER OPPORTUNITIES | CONFERENCE DEADLINES | VENUE | ORGANIZER & CONTACTS |