Agenda

Wednesday Morning, May 31, 2017

8:30 am – 11:30 am


Writing Successful Grants

Speaker: Tom Linfield
Location: Industry

Many nonprofit organizations rely on grants for a significant portion of their revenue. Writing successful grant proposals requires special skills. This workshop, presented by a professional who has worked with grants for his entire career, will give you invaluable tools, information, and practice designed to catch the eyes of the grantor and make your grants “sing.”

Shifting your Mindset: Focusing on ENGAGING Your Community through Social Media and Leaving the Numbers Behind

Speaker: “PR”Kristyna Torres-Cruz
Location: Agriculture

Social media is often used just for the latest fundraiser or volunteer recruitment and the differences in personal and business pages can be confusing. Let’s SHIFT our mindset in the way we use nonprofit social media pages and focus on ENGAGING our community, rather than continuously asking them to give? We will discuss the necessary steps needed in social media for organizations to leverage their mission and find the loyalty everyone is looking for. This workshop will not only help get those creative juices flowing but give you the tried and true tips to make community engagement on social media work for your team.

Wednesday Afternoon, May 31, 2017

11:30 am


Registration & Lunch

Location: TBD

12:30 pm


Welcome & Conference Goals

Speaker: Don Gray
Location: Marquee Theater

12:45 pm – 1:45 pm


The Art & Soul of Fundraising and Development

Speaker: Don Gray
Location: Marquee Theater

This opening session sets the tone for the rest of the conference. We’ll explore, with the help of new vocabulary, the reasons people give and how they give. Armed with a meaningful definition of “successful development,” we present a model that determines how well we do in our fundraising and development positions. Following this model, we will discuss the personality traits and characteristics necessary for good development.

2:00 pm – 3:15 pm


Developing Joyful Givers (also 3:30 pm)

Speaker: Marcia Whittington
Location: Industry

Attracting major gifts requires that you develop close personal and professional relationships that will result in your prospective givers sharing your passion for the programs that benefit people and society. This discussion will focus on how you can design a plan to make these relationships happen. Share your own stories and learn from those who have been successful.

Time Management

Speaker: Sarah Gibson
Location: Agriculture

Many nonprofit leaders, especially at small-medium sized operations, are required to wear many hats. How does this leader prepare for the day, week, and months ahead? Too many get frustrated and find that they spend more time worrying about what to do next rather than getting anything done. What techniques can help? If you are in this position, this session could significantly help you organize your working life.

Key Legal Issues for Development Professionals

Speaker: Melissa Auchard Scholz
Location: Landmark

Curious about the difference between a 501(c)(3) and a 509(a) organization? Wondering about the difference between lobbying and political activity? What about fundraising nationally? Or raising money by selling something? What’s all the talk about impact investing? Should your organization serve as a fiscal sponsor? Come learn answers to these and other questions that are particularly relevant to nonprofit development professionals. Learn from an attorney with 30 years experience advising nonprofit organizations, working as a development professional, and community volunteer. Bring your questions and curiosity and leave with knowledge to be a more effective nonprofit leader!

3:30 pm – 4:45 pm


Developing Joyful Givers (also 2:00 pm)

Speaker: Marcia Whittington
Location: Industry

Attracting major gifts requires that you develop close personal and professional relationships that will result in your prospective givers sharing your passion for the programs that benefit people and society. This discussion will focus on how you can design a plan to make these relationships happen. Share your own stories and learn from those who have been successful.

Social Media: The Top Six Tips on What You’re Probably Doing Wrong

Speaker: “PR”Kristyna Torres-Cruz
Location: Landmark

Social media business and organization pages can be confusing! Why aren’t my posts getting clicks? What is the best time to post? How many times do we post per week? We are going to dip into six ways you can leverage your social media above the rest, attract and engage volunteers and promote your upcoming events successfully. What are you waiting for? Grab your phones!

Philanthropy and Shifting Demographics

Speakers: Katie Hensel, Sarah Gibson, Jaimes Johnson, and Don Gray
Location: Marquee Theater

It’s a mistake to assume all people respond the same way to your fundraising appeals and your long-term strategies. Learn about the three or four different generations that you are currently working with, how they differ, and how you can use these differences to your advantage. All four generations are represented on this fun energetic panel.

5:00 pm


Social Reception (Optional)

Location: Outside patio (weather permitting)

Relax in pleasant surroundings with other conference attendees and faculty to wrap up the first day of the conference. A great chance to network, discuss issues, or just get to know each other.

Thursday, June 1, 2017

7:15 am


Continental Breakfast

Location: Marquee Lounge

8:00 am – 9:15 am


Philanthropy and Giving in the United States

Speaker: Michael Johnson
Location: Marquee Theater

The philanthropic landscape has changed dramatically over the years. Givers have become more sophisticated, new technologies have proliferated and altered the way we communicate, and the number of nonprofit organizations has exploded. But the reasons people give have changed little. What are the trends we all need to be aware of?

9:30 am – 10:45 am


Making the Artful Ask: Fundamentals (also 11:00 am)

Speaker: Marcy Heim
Location: Agriculture

What do we mean by an “artful” ask? Get some answers and share your knowledge about determining who makes the ask, how you determine when the time is right, how much you ask for, where it is made, how you phrase it artfully, what objections can you anticipate, how you follow up, and a whole host of other important matters.

Corporate/Foundation Development

Speaker: Steve Goldberg and Corporate Panel
Location: Landmark

Corporations and foundations are a significant element of your overall development program.  Understand the underlying motivations for corporate giving and how these differ from giving by individuals. Discover how you can maximize your chances of receiving corporate and foundation support.

Working With Your Board (also 11:00 am)

Speaker: Michael Johnson
Location: Industry

Your Board is critical to your success. Keep them energized, give them important tasks, and make sure they share in your success. They are your strongest advocates and often your largest potential major givers. This session gives you a template on using your board for maximum effectiveness and engagement.

11:00 am – 12:15 pm


Making the Artful Ask: Fundamentals (also 9:30 am)

Speaker: Marcy Heim
Location: Agriculture

What do we mean by “artful” ask? Get some answers and share your knowledge about determining who makes the ask, how you determine when the time is right, how much you ask for, where it is made, how you phrase it artfully, what objections can you anticipate, how you follow up, and a whole host of other important matters.

Ethical Considerations in Development

Speaker: Chris Richards
Location: Landmark

You will likely face ethical dilemmas in your development and leadership career, both professionally and personally. This sometimes provocative session discusses real cases and gives you a chance to interactively explore solutions to ethical situations that will help you avoid common ethical pitfalls.

Working With Your Board (also 9:30 am)

Speaker: Michael Johnson
Location: Industry

Your Board is critical to your success. Keep them energized, give them important tasks, and make sure they share in your success. They are your strongest advocates and often your largest potential major givers. This session gives you a template on using your board for maximum effectiveness and engagement.

12:30 pm


Lunch, Entertainment, Scholarships Program

Location: Varsity Hall I

Following lunch, Don will present the winners of the “Making a Difference” scholarships. Those selected will be asked to read their winning essays. There will also be some short entertainment.

2:15 pm – 3:30 pm


Making the Artful Ask: Role Play (also 3:45 pm)

Speaker: Marcy Heim
Location: Industry

Sharpen your skills, lose (some of) your inhibitions, and become an artful asker. You’ll gain the ability to ask that is both firm enough to generate results yet sensitive enough to advance development relationships. Learn and practice techniques that work!

Open Forum for Newcomers

Speaker: Chris Richards
Location: Landmark

An interactive session for newcomers that gives you an opportunity to ask specific questions about any topic or situation you are dealing with. Experienced faculty will lead discussion and/or answer questions. (A second session of Open Forum for advanced professionals is offered Friday at 9:15 am for more experienced professionals.)

Strategic Planning

Speaker: Marcia Whittington
Location: Agriculture

Your organization’s strategic plan is the basis for your overall fundraising and development goals. Where are you today, where do you hope to be in five years, and how much additional funding do you need to get there? Are there donors who might have an interest in helping to fund individual components of your strategic plan? This session will give you insights about how to follow a consistent plan in taking your organization to where it wants to go.

3:45 pm – 5:00 pm


Making the Artful Ask: Role Play (also 2:15 pm)

Speaker: Marcy Heim
Location: Industry

Sharpen your skills, lose (some of) your inhibitions, and become an artful asker. You’ll gain the ability to ask that is both firm enough to generate results yet sensitive enough to advance development relationships. Learn and practice techniques that work!

Showing Gratitude: The Importance of Good Stewardship (also Friday at 9:15 am)

Speaker: TBA
Location: Agriculture

How well you show gratitude to a person who gives to your organization might be the major key for the next gift. Understand the importance of creatively showing gratitude and responsibly providing good stewardship in the overall development cycle. Think creatively in becoming the “grateful recipient.” Get some ideas on how to do this effectively and efficiently.

Capital Campaigns for the Small Shop

Speaker: Boris Frank
Location: Landmark

Just because you’re a small organization doesn’t mean you don’t have big dreams! This session will focus on using your strategic plan to align with all your nonprofit’s activities, especially those related to fundraising and development. We will use a case study from a local nonprofit as a reference, but bring your own strategic plan and come ready to transform it into a master plan for philanthropic success!

5:15 pm


Individual Consultations with Faculty

Locations: Throughout the Union

Meet one-on-one with one of our conference faculty. If you have a burning issue that needs attention, questions about the content of a session, or would just like a little reinforcement, this your chance. Normally these sessions last approximately 15-20 minutes. Please sign up by 3:30 pm on Thursday.

Friday, June 2, 2017

7:15 am


Continental Breakfast

Location: Marquee Lounge

8:00 am – 9:00 am


A Philanthropist’s Viewpoint…

Speaker: Rich Lynch
Location: Marquee Theater

You will hear from…and have a conversation with…a local businessman/philanthropist who has worked with and given to a variety of nonprofit organizations.  Rich Lynch is chairman at J H Findorff &Son Inc, a construction management company known for its generosity as well as its significant high profile work.  A company whose main slogan is “Character Community Craftsmanship”.   He will share with us the reasons he is so involved in the community, but will also talk about what motivates their corporate giving, what is expected from those organizations, how he makes his personal giving decisions and how he likes to be treated when either volunteering or giving.

9:15 am – 10:30 am


Showing Gratitude (also Thursday at 3:45 pm)

Speaker: TBA
Location: Agriculture

How well you show gratitude to a person who gives to your organization might be the major key for the next gift. Understand the importance of creatively showing gratitude and responsibly providing good stewardship in the overall development cycle. Think creatively in becoming the “grateful recipient.” Get some new ideas on how to do effectively and efficiently.

Planned Giving Ideas

Speaker: Johanna Allex
Location: Landmark

Many nonprofit organizations have been transformed by sizeable estate gifts from their organization’s best friends. This session goes into the nitty gritty of what information you need to be comfortable in talking with people about their estates, to remind you of your legal and social responsibilities, and gives you the tolls you will need to discuss estate planning with all age groups.

Open Forum for Advanced Professionals

Speakers: Don Gray & Chris Richards
Location: Industry

A final, completely interactive session that gives you an open opportunity to ask specific questions about any topic or any situation you are dealing with. Experienced faculty will be available to lead discussions and/or answer questions.

10:45 am – 11:30 am


Characteristics and Traits of Great Development Professionals

Speaker: Don Gray
Location: Marquee Theater

We finish the conference with a session that talks about the personal characteristics that make good fundraising and development work in every segment of the Cycle of Successful Development. After determining these characteristics, we conclude the conference by describing why these personality and character traits are so effective in success.

11:30 am – 12:00 pm


Complete Evaluations and Adjourn