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.
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