Fund Raising Day in New York 2010 Program

TRACKS:

Track: BOARD/EXECUTIVE DIRECTOR SESSION

Organizational Effectiveness and Its Fundraising Impact

Audience Level: Attendance is limited and for organization Board members and Executive or Development Directors.
To reserve your seat in this session: Contact FRDNY at frdny@nycapf.org or call 516-333-0681.

Learn about the most critical factors for building an effective organization able to maximize its social impact. TCC Group's data on over 1,000 nonprofit organizations show that the ability to raise funds is closely linked to organizational effectiveness; find out how and why and what you can do in your own organization.

• Understand the core components of an effective and sustainable nonprofit.
• Apply these principles to your organization.
• Benefit from first-hand wisdom and experience of TCC clients who have been successful in building strong and sustainable organizations.

• Shelly Kessler, Vice President and Director of the Nonprofit Practice, TCC Group
• Richard Mittenthal, President and CEO, TCC Group
• Anne Sherman, Associate Director of the Nonprofit Practice, TCC Group
• Peter York, Senior Vice President and Director of Research, TCC Group
• Panel of New York City nonprofit CEOs (TBA)

Track: ADVANCED FUNDRAISING TECHNIQUES

Brandraising: One Organization, Many Channels

As you expand the tools you use to communicate online and off, and staff's roles change, how do you ensure you're all speaking with one voice? This session will link vision, mission, branding and beyond, with a particular focus on websites, social media, and other online channels fundraisers can use to cultivate, solicit and steward donor relationships.

• Understand how online communications connect to other channels (on air, in print, in person, mobile).
• Use positioning and personality to help keep all your work on track.
• Become skilled at speaking with a unified organizational voice across all channels, in all tools.

Speaker: Sarah Durham, Principal & Founder, Big Duck

The Capital Campaign: Now and What the Future Holds

Capital Campaigns have existed for more than a century. Does the new century - and decade - require that capital campaigns change dramatically, modestly or not at all? The panel will address these questions and offer suggestions for how organizations of all sizes, ages and missions can build their capacity to raise major gifts in campaign and non-campaign modes.

• Understand the inner workings of capital campaigns now.
• Engage your CEOs and boards in the campaign work.
• Time your campaign well.

• Melanie Brandston, Managing Director, Brakeley Briscoe
• Jane Karlin, Vice President, Mission Advancement, The Leukemia & Lymphoma Society
• Robert Pierpont, Principal, Pierpont Fundraising Counsel, LLC

Board Governance: Fiduciary Responsibilities and Leadership Capacity

Learn the strategies to help boards meet their fiduciary and leadership responsibilities. We'll review responsibilities under the new IRS Form 990, including state Charity Registration laws that apply everywhere a non-profit solicits (many states even consider your website a solicitation). Strengthen the leaders who must motivate and manage their boards. This program is for CEOs, Executive Directors, and other senior management working with boards and board members.

• Identify nonprofit board member responsibilities.
• Enhance your board's leadership skills.
• Equip board members to discharge their fiduciary responsibilities.

• Michael Davidson, Principal, Board Coach
• Tony Martignetti, Esq, Martignetti Planned Giving Advisors

Your Board and Hard Times: Lessons in Leadership

A discussion of the intensified role of the nonprofit board in confronting extraordinary challenges - some within its control, others not. Topics include: the critical nature of the chairman/CEO relationship; the three essential principles of board leadership in "hard" times; and working towards the turnaround.

• Understand and manage the chairman/CEO relationship to set the right tone.
• Achieve best practice through total transparency, complete candor and timely reporting.
• Empower the board in affecting the internal dynamics of your organization.

• Hank Goldstein, President, The Oram Group, Inc.
• Mary Ellen Pelzer, President and CEO, South Street Seaport Museum

Track: CAREER DEVELOPMENT

Executive Compensation, Performance Planning and Evaluation

This session will examine variables influencing executive compensation and principles of performance planning and evaluation. Cultural characteristics of executive compensation and measures of and management conditions for successful performance planning and evaluation will be covered.

• About compensation variables.
• Evaluation variables.
• Succession planning.

Speaker: Derek C. Bellin, Senior Consultant, Freeman Philanthropic Services, LLC

Shaping Your Own Career Path: My Lessons Learned

In this interactive session, seasoned fundraiser Vivien Hoexter will share strategies for advancing your career and discuss building through transition. She will outline how to know when to change jobs, marketing yourself and adjusting to the marketplace.

• Set goals and objectives for your career.
• Align passion for the organization's mission with professional strengths.
• Build career paths in the not-for-profit sector.

Speaker: Vivien Hoexter, Vice President for Marketing and Development, John Jay College of Criminal Justice

Career Transitions in Today's Economic Climate

This interactive session about career transitions – from for-profit to not-for-profit, from marketing to development, and from a department of 50 to an office of 30 – will discuss how to make the best career choices in today's economic climate. Learn common myths, key challenges, and practical tips for successfully transitioning into the not-for-profit sector and strategically growing your career.

• Core values and behaviors organizations look for in recruitment and hiring efforts.
• Key indicators for success in the development field.
• Transitioning from for-profit to not-for-profit.

Speaker: Craig Williams, Esq., Director of Major Gifts and Planned Giving, Robert Wood Johnson University Hospital Foundation

Making the Ask for Nonprofits, Businesses and Yourself

This session will provide career strategies that teach how to ask for what you want. Practical advice and a clear road map on how to connect with, convince and inspire people to help you succeed in your career goals. Participants looking to advance their career will learn the right steps and language needed to make the best Ask.

• Enhance your skills about asking for advice; a promotion, a raise, new job title.
• Ask for feedback.
• Formulate the crucial follow up to each and every Ask.

Speaker: Laura Fredricks, JD, Laura Fredricks, JD, LLC

Track: CORPORATE/FOUNDATION

Powering Up Your Research

Today's economic climate requires better planning and assessment tools. Maintain a competitive edge in your funding research with Philanthropy In/Sight, the Foundation Center's new interactive mapping tool that visualizes data to reveal patterns and relationships and identifies who's giving and who's getting grants. Get an insider's view of the new Foundation Directory Online Power Search that accesses the Foundation Center's nine databases with one command.

• Use Philanthropy In/Sight.
• Ramp up your foundation searches.
• Update your foundation research skills.

• JuWon Choi, Vice President for Educational Services, The Foundation Center
• Dave Clark, Product Manager, Philanthropy In/Sight, Foundation Center
• Kenneth Goody, Senior Vice President and Senior Philanthropic Relationship Manager, Bank of America Merrill Lynch

Corporate Partnership: From Predicament to Partnership

Nonprofits need to look closely at new sources for sponsorship and learning how to transform current sponsors into strategic partners in order to "weather the storm." Look at newly-released data on sponsorship giving trends and discuss how to implement cause-marketing and experiential marketing techniques. We will also talk about the difference between, and relative applications of, sponsorship and strategic marketing programs.

• Overview of newly released data on sponsorship giving trends
• To Implement cause marketing and experiential marketing techniques
• Difference between Sponsorship and Strategic Marketing program benefits

• Ann Dean, Director of Special Events, Joe Torre Safe at Home Foundation
• Nell Merlino, CEO and Founder, Count Me In for Women's Economic Independence

Moderator: Ny Whitaker, Ny Whitaker Inc.

Beyond the Proposal: How to Jump-Start Your Foundation Grants Program

Practical measures that can help a development department to use time wisely in this changing foundation landscape. Participants will learn to prioritize time-consuming grants work, create opportunities for interaction with program officers, and engage new prospects as the economy recovers.

• Specific cultivation strategies.
• Talking points for discussions with program officers.
• How to close the gift.

Speaker: Susan Schaefer, CRFE, Principal, Resource Partners

Building Better Non-Profits In An Uncertain Time: The Role of Capacity-Building

Four philanthropic leaders offer insights and examples of non-profits that pursued building their organizational "muscle." This session contributes to the growing local and national conversation about how to help nonprofits become stronger, more sustainable, and better able to serve their communities and fulfill their missions in a difficult operating environment.

• Explore real opportunities for strategic planning and capacity-building funding.
• Find and hire technical assistance providers.
• Capture knowledge to build the core capacities of strong organizations.

• Amy Barger, Managing Director, Tiger Foundation
• Douglas Bauer, Executive Director, The Clark Foundation
• Deborah Thompson Velazquez, Senior Program Officer, Altman Foundation

Moderator: David LaGreca, Executive Director, VCG

Track: DIRECT MAIL

30 Ideas in 60 Minutes: Your Hour of Creative Power

In a tough economy, when there are fewer charitable dollars to go around, you need to make all of your fundraising solicitations top notch. Listen to three industry experts share their best direct response and online fundraising strategies that you can employ to ensure that your messages cut through the clutter and stand above the rest.

• Tips for writing effective copy that will inspire people to give.
• Ideas for how to reach new donor audiences.
• Creative design techniques that get results.

• Jeff Brooks, Creative Director, TrueSense Marketing
• Moira Kavanagh Crosby, President, MKDM
• Dennis Lonergan, President, Eidolon Communications

Moderator: Amy Tripi, President, Tripi Consulting

A Year of Multi-Channel Marketing: 2 Case Studies

Get the inside scoop on how two non-profits are successfully coordinating their donor acquisition, renewal, cultivation and upgrading efforts through multiple channels including mail, the internet and the phone.

• How to plan, schedule, implement and analyze your multi-channel efforts.
• Keys for effective list segmentation and testing.
• Strategies for cross-selling special fundraising programs including monthly, planned and matching gifts.

• Karin Kirchoff, Vice President for Membership, Defenders of Wildlife
• Joan H. Smyth Dengler, Senior Vice President, Direct Marketing, Covenant House

Moderator: Giselle Holloway, Director, Direct Response, International Rescue Committee

Where Oh Where Will I Find My New Donors?

We all know that new donor acquisition is a vital part of our direct marketing campaigns because it feeds into all other programs, but in today's economy direct mail acquisition is increasingly challenging. Postage, list, and paper costs are rising and list universes are shrinking. Find out how three experts are making it work.

• Attract new donors by using traditional premiums.
• Attract new donors by NOT using traditional premiums.
• Find lists that can help you accomplish both of the above.

• Guinevere Johnson, Manager, Database and Direct Marketing, Fountain House
• Jeanine Reynolds, Director of Major Gifts & Direct Marketing, Citymeals-on-Wheels
• Barbara Sims, President, CELCO-Carol Enters List Company

Moderator: Lisa Maska, Partner, Lautman Maska Neill & Company

Agitate Your Direct Response Program: An Hour with Roger Craver

Come hear this fundraising guru share his thoughts about the state of direct marketing and integrated fundraising in this challenging economy. As Editor-in-Chief of the widely read "The Agitator" " blog, he has his finger on the pulse of fundraising trends today.

• Three trends that will make or break your organization and what to do about them.
• Inexpensive tools to improve your bottom line immediately.
• How to discover the hidden pockets of gold in your donor file.

Speaker: Roger Craver, Founder and CEO, DonorTrends and Editor in Chief, The Agitator

Moderator: Amy Leveen, President, Amy Leveen Associates;

Track: EXECUTIVE LEADERSHIP

Success Stories: Donor-Engaged Fundraising

Donors in all charitable niches are excited about both real and virtual efforts that help them raise more dollars by reaching out to family and friends. The benefits? Off-the-charts donor engagement, higher visibility, great viral marketing, "free" new donor names and high grass-roots impact including lobbying.

• Engage donors beyond writing a check.
• Inspire donors to use their own rolodexes to appeal to new prospects.
• Add to the effectiveness and net results of online resources.

• Karen Leies, Vice President, Development, Michael J. Fox Foundation
• Peter Wilderotter, President and CEO, Christopher and Dana Reeve Foundation

Moderator: Claudia Chouinard, President, Results Group International, Inc.

Success Stories: Turning Obstacles Into Gold

Downturn in giving? Not for our panelists, whose nonprofits posted record-breaking increases in contributed income during the past year. Hear how they did it in this panel designed to share these outstanding success stories along with an open discussion of how and why these teams were able to grow and thrive even in such challenging times. This panel is filled with take-aways that any team can use to enhance real and measurable results in today's crowded and competitive marketplace.

• Transform bad times into record-breaking fundraising results.
• Find opportunities in adversity and take advantage of them.
• Identify qualities that enabled these teams to respond, react and profit from a rapidly-shifting giving environment.

Speaker: Joi Gordon, CEO, Dress for Success; Michelle LeMay Santiago, Director of Development, City Harvest

Moderator: Donna Lieberman

Success Stories: Don't Cut — Invest!

The economy is in doldrums, so it's a good time to cut back, right? Wrong. Savvy leaders are growing new programs now, ramping up enhanced capacities and even staffing up Development departments, while testing and trying new value-added approaches to help current donors give more. The results? Definite upticks in giving this year, with superb future prospects for more. Let our panelists help your team to regroup, to see new opportunities and to invest now in a better future for your nonprofit.

• When to invest in new or more diversified fundraising.
• Success stories experienced with investing during the past year.
• How and why your team should consider investing now and for current and future gains.

• Walt Gillette, ACFRE, Director of Development, WAMU Public Radio
• Richard Kessler, Executive Director, Center for Arts Education
• Lori Sherman, Director of Development, Center for Arts Education

Moderator: Claudia Chouinard, President, Results Group International, Inc.

Your Board and Hard Times: Lessons in Leadership

A discussion of the intensified role of the nonprofit board in confronting extraordinary challenges - some within its control, others not. Topics include: the critical nature of the chairman/CEO relationship; the three essential principles of board leadership in "hard" times; and working towards the turnaround.

• Understand and manage the chairman/CEO relationship to set the right tone.
• Achieve best practice through total transparency, complete candor and timely reporting.
• Empower the board in affecting the internal dynamics of your organization.

• Hank Goldstein, President, The Oram Group, Inc.
• Mary Ellen Pelzer, President and CEO, South Street Seaport Museum

Track: FUNDAMENTALS

One Man Band: Succeeding in the Smaller Shop

Overview of a comprehensive development program for the smaller shop (annual fund, events, major gifts, board and volunteer management) for those starting out, in small shops and executive directors.

• Overview of fundraising in the smaller shop.
• Integrating the basic elements of development for maximum benefit.
• How to truly "own" your development program.

Speaker: Arthur Makar, Executive Director, The Caring Community

Planned Giving Basics for Everyone

A nuts and bolts planned giving session presented by a seasoned professional in the field that will demystify planned giving so that fundraisers at all levels can make it a part of their development program.

• Basics of planned giving for fundraisers at all levels
• Creating a program on a limited budget
• Integrating planned giving into your daily routine

Speaker: Peggy Mathieu, CFRE, Planned Giving Representative, The Salvation Army, Greater New York Division

On-Site Fundraising at Your Event

A discussion on the best ways to engage your guests to give once they are at your event. Evaluating and integrating auctions and other on-site opportunities to inspire and engage every guest and raise more money.

• To inspire your guests to donate at an event
• Methods to bring the best return on your and your volunteers investments
• Making sure you have what you need to succeed

Speaker: Monika Mraz, Director of Special Events, US Fund for UNICEF

Growing the Annual Fund in Tough Times

The annual fund remains the backbone of many organizations, big and small. In difficult economic times the annual fund takes on even greater importance. This session will provide strategies and tactics for ensuring the success of this key development program.

• Elements of a true annual fund program.
• Practical tips for sustaining and growing the annual fund in difficult times.
• Trends and innovations in annual funds.

Speaker: Jorge DeJesus, Director of Annual Giving, Columbia University Medical Center

Track: INTERNET/TECHNOLOGY

The Happy Union of Integrated Fundraising ... Online and Off!!

Separate the buzz from real best practices in developing an integrated fundraising program. Know what multi-channel techniques truly increase donor value and boost your bottom line. Combine the latest online breakthroughs with the most effective offline tools. See case studies showing how web design, email, and social media, search engine marketing and even text messaging can all work together to can enhance your traditional offline fundraising efforts and maximize your overall success.

• Specific best practices for online and offline integration.
• Effectively synchronize traditional direct mail and email.
• Detailed tips for new media strategies – i.e. mobile and social media.

• Paul Habig, Executive Vice President, SankyNet
• Harry Lynch, CEO, Sanky Communications

The TEXT HAITI Campaign: A Red Cross Case Study on Mobile Giving

No other fundraising campaign in history has transformed the giving landscape like the American Red Cross's TEXT HAITI campaign. With over $32 million in contributions received from more than 3 million donors in just one month, the Red Cross has been able to quickly fund its massive relief effort for earthquake victims in Haiti. Hear firsthand how the TEXT HAITI campaign began and how it evolved to became a household phrase. Our panel will also give you insight into their ongoing strategies – and successes – for retaining this new donor base.

• If mobile giving is effective for small organizations in non-crisis situations.
• How fundraisers can successfully craft a mobile giving campaign.
• What are reasonable expectations for converting and retaining text donors.

• Bradley Blanken, COO, Mobile Accord, Inc;
• Susan Murray, Senior Officer, American Red Cross

Emerging Channels, Emerging Prospects: Building Community Using the Next Generation of Web Marketing and Social Networking Tools.

Questions like "Why aren't you on Twitter? What's your Facebook or YouTube strategy? How do we monetize our investments in social media?" are increasingly common. It's not enough to just have a presence. Organizations need to have clear direction for maximizing their social media resources. Two experts in this emerging field will provide real world case studies for devising effective social media strategies and integrating these channels into your sustainable marketing efforts and what this all means for your budget and staffing.

• To look at social media as part of your overall donor cultivation strategy.
• Strategy tips and case study examples for fundraising campaigns that have been a success, those that haven't and the why & why nots.
• Tech tools, APIs and tools from the insider's toolbox to use at your organization, no matter the size or bandwidth.

• Sloane Berrent, Founder, The Causemopolitan
• Christopher Maddocks, Director of Information Management and Technology, Children's Hospital Boston

Agitate Your Direct Response Program: An Hour with Roger Craver

Come hear this fundraising guru share his thoughts about the state of direct marketing and integrated fundraising in this challenging economy. As Editor-in-Chief of the widely read "The Agitator" " blog, he has his finger on the pulse of fundraising trends today.

• Three trends that will make or break your organization and what to do about them.
• Inexpensive tools to improve your bottom line immediately.
• How to discover the hidden pockets of gold in your donor file.

Speaker: Roger Craver, Founder and CEO, DonorTrends and Editor in Chief, The Agitator

Moderator: Amy Leveen, President, Amy Leveen Associates

Track: MAJOR GIFTS

New Strategies for Arts Organizations in an Economic Downturn

This is where non-profit fund raising leaders will receive variety of strategies for moving their institutions forward, and to help institutions think about their options and programming in dynamic ways.

• Nina Diefenbach, Vice President for Membership and Development The Metropolitan Museum of Art
• George Steel, General Manager, Artistic Director, New York City Opera
• Laura Walker, President and Chief Executive Officer, WNYC Public Radio

Stop Making Excuses. Just Ask!

US charitable giving is estimated to be $307.65 billion in 2008. In this session development leaders will highlight the secrets of their own success. Through a conversation between the panel and the audience, we will draw out what works and what we must just let go of; and most importantly, how we can hold on to our nerve whatever the fundraising challenge.

• Julie Lucas, Associate Dean for Development and Alumni Relations, NYU Stern School of Business
• Bennett Rink, Senior Director, Development and External Affairs, Alvin Ailey American Dance Theater
• Jennifer Zaslow, Vice President for Development, New York Public Library

Moderator: Jean Smith, Major Gifts Officer, Fordham University, School of Law

How to Succeed in an Uncertain Economy: Case Studies From the Front Line

The worst economic downturn in years continues. How have seasoned major gift professionals addressed the financial uncertainty when stewarding and soliciting their major donors? How has the economy impacted their approach with prospects? Join us as they share their stories of high and low points in an uncertain economy.

• Specific fundraising techniques effective in a down economy
• Touch-point to mission
• Taking the long term view major donor relationships
• Communicating with major donors whose lives are dramatically changed

• Zeena Abdulahad, Director of Development, Memorial Sloan-Kettering Cancer Center
• Aileen Hefferren, Chief Executive, Prep for Prep

   

• Peter W. Jones, Director of Individual and Major Giving, Food Bank For New York City
• Susan Stern, Chairman, New York State Commission on National and Community Service

Making the Ask for Nonprofits, Businesses and Yourself

This session will provide career strategies that teach how to ask for what you want. Practical advice and a clear road map on how to connect with, convince and inspire people to help you succeed in your career goals. Participants looking to advance their career will learn the right steps and language needed to make the best Ask.

• Enhance your skills about asking for advice; a promotion, a raise, new job title.
• Ask for feedback.
• Formulate the crucial follow up to each and every Ask.

Speaker: Laura Fredricks, JD, Laura Fredricks, JD, LLC

Track: RESEARCH

Powering Up Your Research

Today's economic climate requires better planning and assessment tools. Maintain a competitive edge in your funding research with Philanthropy In/Sight, the Foundation Center's new interactive mapping tool that visualizes data to reveal patterns and relationships and identifies who's giving and who's getting grants. Get an insider's view of the new Foundation Directory Online Power Search that accesses the Foundation Center's nine databases with one command.

• Use Philanthropy In/Sight.
• Ramp up your foundation searches.
• Update your foundation research skills.

• JuWon Choi, Vice President for Educational Services, The Foundation Center
• Dave Clark, Product Manager, Philanthropy In/Sight, Foundation Center
• Kenneth Goody, Senior Vice President and Senior Philanthropic Relationship Manager, Bank of America Merrill Lynch

Report on Nationwide Research Benchmarking Survey

Get an inside look at high-performing research shops at Healthcare and Higher Educational institutions.

• Compare the metrics of these institutions with yours.
• Decide where you may need to add or cut resources.
• Access downloadable study as needed.

• Sally Boucher, Client Service Manager, Wealth Engine
• Caroline Oblack, Director of Client Service, Wealth Engine

Advance the Major Gift Pipeline

Learn what three major institutions are doing to identify and cultivate new prospects.

• New prospect identification strategies.
• How to put new prospects into play.
• How other frontline and research teams interact.

• Sarah Edwards Asuncion, Director of Prospect Development, Smithsonian Institution
• Christopher Hughes, Deputy Chief Development Officer for Research & Strategic Planning, The Metropolitan Museum of Art
• Kirsten Petersen Johansen, Director of Leadership Gifts & Projects, Smithsonian Institution
• Robin Merle, CFRE, Vice President, Development, Hospital for Special Surgery
• Ben Neihart, Director, Development Research & Special Projects, Hospital for Special Surgery
• Amy O'Reilly Rizzi, Deputy Chief Development Officer for The Fund for the Met, The Metropolitan Museum of Art

Track: SPECIAL EVENTS

Capturing the Crowd

Explore creative ways to identify and engage prospects before, during and after the event.

• Identifying and cultivating major gift prospects
• Raising additional funds and engaging guests in your program through day of opportunities
• Organizing follow up and cultivation after the event

• Ed Boland, Vice President for External Affairs, Prep for Prep
• Susan George, Senior Executive Director, Inner-city Scholarship Fund
• Ginine Mohamad, Senior Director of Development, Inner-City Scholarship Fund
• Sandra Timmons, President, A Better Chance

Moderator: Eileen Solomon, Director, Special Events, The Mount Sinai Medical Center

Exploring Your Options: The Many Splendors of Special Events

What type of event works for you? Looking at the costs, benefits and varieties of donor cultivation, donor recognition and fundraising events.

• Engage prospects with donor cultivation events.
• Explore different types of fundraisers.
• Thank donors with recognition events.

• Jerome Grant, Vice President, Development & External Affairs, YWCA of the City of New York
• Rebecca Smith, Manager, Disaster Preparedness & Response, March of Dimes
• Christopher H. Street, Senior Vice President/Development, All Stars Project
• Peggy M. Theiss, Director Of Gourmet Food Events, March Of Dimes

Moderator: Eileen Solomon, Director, Special Events, The Mount Sinai Medical Center;

Events From the Ground Up

Now that we're getting back to business, let's get back to the basics. Connect events to your overall development plan, maximize your board's potential, secure event leadership and expand your base through prospect research.

• Relate events to your organization's overall development plan.
• Court, secure and engage your leadership.
• Work with your board members to enhance fundraising.
• Developing your base through prospect research.

• Kathy Brown, Chief Operating Officer, New York City Ballet
• Meagan Hinchliffe, Managing Director, Planning, Ops & Special Events, Teach For America
• Jeri Milhauser, Deputy Director of Development, Special Events, The Partnership for a Drug-Free America

Moderator: Eileen Solomon, Director, Special Events, The Mount Sinai Medical Center

Navigating the Social Media Playground

How far can you expand your reach through cyber and mobile cultivation? Discuss the viability of social networking, multi-channel marketing's newest tools and how to apply them practically to your goal.

• Branding and selling the mission to new audiences while keeping the old.
• Growing an event using social networking.
• Ongoing e-cultivation of donors and prospects.

• Richard Aaron, President, BizBash Media
• Reed S. Baker, Chief Executive Officer, Sophist Productions LLC

Moderator: Eileen Solomon, Director, Special Events, The Mount Sinai Medical Center

WORKSHOPS

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Workshops
8:45 am-10:00 am

Hope Is Not a Strategy: A Systems Approach to Revenue Diversification

Entirely new approaches to moving resources to the societal commons combined with two years of economic turmoil have left many nonprofits desperately seeking innovation, yet paralyzed by, or thrashing around in, the complexity of the funding landscape.   Certainly, pure charity remains part of the nonprofit revenue metric. But innovation is taking place outside of pure charitable transfers. Simply hoping that this innovation will suddenly flow onto balance sheets is rarely productive. What is needed is a system for assessing possible resource variations, understanding their organizational implications, and building the capacity to attract and manage them within nonprofit mission. This session will describe the complex of resource options that now constitutes nonprofit “fundraising,” provide an analytic framework for understanding the implication of each, and offer a set of organizing principles for developing a revenue diversification plan.

Speaker: Dr. Susan Raymond, Executive Vice President, Changing Our World, Inc.

Workshops
10:45 am - noon

Leading Change: From Top Management to the Cubicle

During 2009, all organizations faced difficult changes. Success in making lasting changes depends on the involvement of professionals in every part of the organization. This session will include a focus on how middle managers, department heads and their staff can model, participate in and influence the change process.

• How staff members can influence change
• Develop an organization culture devoted to change
• Delegate responsibilities for change and evaluate progress at every level

Speaker: David Edell, President, DRG Executive Search Consultant

Is Direct Mail Dead? Or Does it Just Need a Faster Internet Connection?

Join two veteran direct response fundraisers to learn how to make your fundraising program soar in multiple channels. It's not a war between direct mail and online fundraising, it's a HUGE opportunity to increase your revenue overall.

• Specific online strategies for boosting offline income
• Raise more money using integrated, multiple approaches
• Examples of integrated offline/online programs

• David Hughes, Account Director, SankyNet
• Kathy Swayze, CFRE, President & Creative Director, Impact Communications

Working Smart to Stabilize & Grow Again

After an overview of "what's working" in fundraising today, breakout groups led by veteran fundraisers will focus on individual giving and events or institutional development. Each group will report back their "10 Best Ideas Moving Ahead."

• Techniques to maximize income now and lay the base for the future
• Reset the expectations of key players
• Useful handouts and 40 "best" ideas

• Terry Billie, Grant Writer
• Marilyn Hoyt, Non-Profit Consulting
• Nancy Raybin, Managing Partner, Raybin Associates
• Marc Suntup, Chief Development Officer, Gurwin Jewish Healthcare Foundation

No Data Without Stories: Qualitative Measures Of Success

Measures of success and impact matter immensely to your board, volunteers, donors, policymakers, and other stakeholders. Narrative is an effective tool for strengthening understanding of your data, and for planning and reporting on your project outcomes.

• How to gather stories that convey success and impact.
• How stories support quantitative data.
• How stories share knowledge.

Speaker: Thaler Pekar, Thaler Pekar & Partners

Diversity at Non-Profits and its Social Justice Implications

Foundations and nonprofits are tracking information about their racial and ethnic diversity—both internally and in their programs. How successful are they in this endeavor and how much does it matter?

• Are nonprofits achieving diversity?
• Is my organization doing enough?
• Will it impact fundraising success now and in the future?

• Larry McGill, Ph.D., Vice President for Research, Foundation Center;
• Aida Rodriguez, Ph.D., Professor of Professional Practice, Milano, The New School for Management and Urban Policy

Convert Your Online Supporters into Donors – By Phone!

As nonprofits recruit more supporters via email, websites and social media, the best way to turn them into donors is – yes – by Telemarketing. A timely phone call to those who subscribe to your email list yields much better conversion rates than continued online contact or direct mail. Learn how it's done.

• A good phone pitch for persuading subscribers to become donors.
• How long to wait before calling.
• What conversion success rates you should expect.

• Geof Caldwell, Director of Marketing & Sales, Public Interest Communications, Inc.
• Brenna Holmes, Online Account Executive, Adams, Hussey & Associates
• Greg Zelder, Director of Membership, California State Parks Foundation

Moderator: Eric Rardin, Director of Nonprofit Services, Care2

Consulting – Is it Right for You?

Learn from two nonprofit veterans how to make this decision and their lessons learned. Topics will include: Can I afford this? How much to charge? Pros and cons of being your own boss. Running the business, while also getting the work done.

• How consulting differs from being an employee.
• Practical considerations of running one's own business.
• How to market the business and get the word out.

• Karen Caruso, President, Caruso Consulting Corporation
• John W. Corwin, Principal, Corwin Consulting, LLC

Every Video Tells A Story: Effective Fundraising Tools

Learn how to produce video that can open hearts and minds – and checkbooks—and how to create the images, words, and interviews that will make viewers truly care about your organization.

• Tell stories that build awareness and motivate funders.
• Write for video -- not print.
• Begin your storyboard and the steps that will lead to success.

• Scott Gassman, IdeaJuice
• Shoshanah Goldberg, The Goldberg Group

Savvy Communications Translate to Big Bucks

Today's information overload means that branding is critical to your strategic planning. Our panelists will describe their experiences working with - and without – strategic communications tools to convey their missions. Advanced workshop – bring your executive director.

• How a communications consultant can save you time and money
• Developing communications messages that help donors give
• Securing buy-in/commitment from your internal stakeholders

• Mary Lou Edmondson, Vice President for Communications and Marketing , The City College of New York Jennifer Klopp, Vice President of Development and Communications, Helen Keller International
• Sue Mather, Chief Development Officer, Community Access, Inc.

Moderator: Jessica Weber, Jessica Weber Design Inc.

Social Networking and Online Fundraising Success

For years nonprofits have been inundated with Internet services and technology options. This session will focus your organization on how to integrate offline fundraising with online strategies.

• Reach the "new breed" of online givers.
• Build community through online social networks.
• Tips for designing your website to raise more money.

Speaker: Ted Hart, CEO, Hart Philanthropic Services Group