AFP NYC offers a variety of valuable member benefits to help you further your fundraising career.
2012 Fundraising Day in New York: Program
Click here to download the program brochure
Event Tracks:
Advanced Fundraising
Corporate & Foundation Giving
Direct Response
Fundamentals
Major Gifts
Research Track
Small Budget Organizations
Special Events
Web, Tech and Social Media
Workshops
Advanced Fundraising
8:45 AM -10:00 AM
Language to Open Conversations About Bequests and Other Gift Plans
The largest impediment for fundraisers to solicit bequests and other planned gifts is finding a way to open the conversation about this subject. With the right language and tools any fundraiser can feel comfortable introducing the topic. We'll provide fundraisers with specific language to help lead the conversation towards gifts of this nature.
You'll learn:
• Why bequests are critical to the success of your organization
• Easy ways to solicit bequests and other planned gifts
• How to combine current and legacy gifts to raise additional sums
Speaker: William Samers, Vice President, Planned Giving & Endowments, UJA-Federation of New York
10:45 AM -12 NOON
To Launch or Not to Launch a Capital Campaign: Is Now the Time?
The philanthropic market has changed in the past five years and this session will help you understand what that means to your efforts. Which components are most attractive to donors today—capital, endowment, current income, deferred? How large is your goal? What does the pyramid look like? And, over what time period? Hear how you can match your pressing needs to these trends.
You'll learn:
• How you can take full advantage of the current financial environment
• Who should lead your campaign
• What else must you know to determine if you should launch or wait some more
Moderator: Nancy Raybin, Managing Partner, Raybin Associates, Inc. Speakers: Sister Angèle Arbib, O.S.B. Abbey of Regina Laudis; John B. Ford, Chair of the Board, Marts & Lundy; Tara Morris, Vice President of Development, Friends of the High Line
2:00 PM -3:15 PM
After the Baby Boomers: Fundraising and Managing with Generation X and the Millennials
Members of Generation X/Y are quickly moving into the work force and donor pool of many organizations. This session addresses the unique aspects of this group as contributors and co-workers in our institutions.
You'll learn:
• How working with Generation X/Y donors is different than working with other generations
• Why it's critical to engage Generation X/Y as partners and not simply donors
• Why your approach to working with Generation X/Y donors should be different…and why the fundamentals still matter
Speakers: Susan Birnbaum, President & CEO, New York City Police Foundation; Carey Meltzer, Director of Major Gifts, WNET- Thirteen; Susan Murray, Senior Philanthropic Advisor, Year Up
4:00 PM -5:00 PM
Why the Wealthy Give Now
Current books, blogs and news articles tell us that our major gift prospects and donors are part of a growing and rapidly changing demographic. Philanthropic activism is growing worldwide in response to a vastly interdependent world seen by many as too unstable, unequal, and unsustainable. A renowned panel will sharpen the focus on these fast-moving developments as they re-shape how today's philanthropists view and impact our world.
You'll learn:
• How the wealthiest donors divide their economic commitments among current expenses, their families/children, and taxes/philanthropy
• How the success of "philanthrocapitalists" in technology and globalization has influenced their approach to social change
• How faster cycles of wealth creation and destruction may change the way we cultivate, solicit, and steward.
Moderator: Stacy Palmer, Editor, The Chronicle of Philanthropy; Speakers: Robert Frank, Wealth Reporter, The Wall Street Journal, and author, The High-Beta Rich: How the Manic Wealthy Will Take Us to the Next Boom, Bubble and Bust; Matthew Bishop, US Business Editor and New York Bureau Chief, The Economist, and author, Philanthrocapitalism: How Giving Can Save the World and co-author, The Road from Ruin
Corporate & Foundation Giving
8:45 AM -10:00 AM
What's the Big Idea?
Learn how to frame and present the work and accomplishments of your organization to grantmakers that are keenly interested in greater return on investment. Hear from grantmakers and organizational leadership on best practices. This session is applicable to organizations of all sizes. Attendees will leave with key strategies that they can begin to implement immediately within their own organizations.
You'll learn:
• When is the right time to re-think and re-package your funding materials or brand
• What qualities a grantmaker looks for in an organization they consider a "good" investment
• How to implement changes, both large and small, to position your organization as innovative.
Speaker: Kirsten Lodal, CEO and Co-Founder, LIFT
10:45 AM -12 NOON
What the Grantmakers Have to Say: Findings from The Foundation Center's Guide to Proposal Writing, 6th Edition (2012)
Learn about the most recent trends in the world of foundation giving. Learn what foundation staff and boards are looking for in grant proposals, applications and relationship building with grantees. Jane Geever will be sharing information gleaned from recent interviews with grantmaking staff and board and a panel of grantmakers will respond.
You'll learn:
• What grantmakers really value in a proposal
• Best practices for building and preserving a relationship with a grantmaker
• New and emerging trends in grantmaking and what they mean for grantseekers
Speakers: Douglas Bauer, Executive Director, The Clark Foundation; William Engel, President, The Hyde and Watson Foundation;Jane C. Geever, Chairman, J.C.Geever, Inc.; J. Andrew Lark
The Frances L. and Edwin L. Cummings Memorial Fund
2:00 PM -3:15 PM
Building Strategic Corporate Partnerships
Learn how your organization can build long-term, strategic partnerships with corporations. Uncover what corporations are really looking for in partners. Hear useful case studies from organizations that have successfully built a corporate giving program, and hear from corporate giving staff on how they approach their work with organizations.
You'll learn:
• What types of projects and initiatives most appeal to corporations
• How to approach corporations for support – looking at those with formal giving programs and without
• How to build lasting and sustainable partnerships with corporations
Speakers: Erica Hamilton, Chief Program Officer, iMentor; Lina Klebanov, Deputy Director, Corporate Social Responsibility, Marsh & McLennan Companies; Venessa Mendenhall, Vice President, Strategic Partnerships, New York Needs You
4:00 PM -5:00 PM
One on One with Phillip Henderson, President of The Surdna Foundation
Join Phillip Henderson, President of the Surdna Foundation for a "50,000-foot look" at the state of today's grantmaking world.
You'll learn:
• How generational changes in leadership impact foundation giving
• How foundation leaders are dealing with a changing economic climate
• How foundations are adapting their mission and philanthropy to emerging opportunities and needs
Speaker: Phillip Henderson, President, The Surdna Foundation
Direct Response
8:45 AM -10:00 AM
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. What strategies can you employ to ensure that your messages cut through the clutter and stand above the rest? Listen to three industry experts share their best direct response and online fundraising ideas during this fast-paced, must-attend session.
You'll learn to:
• Improve results through creative design techniques
• Write effective copy that will inspire people to give
• Upgrade your donors to maximize their value
Moderator: Amy Tripi, President, Tripi Consulting; Speakers: Mary A. Bogucki, Vice President, Amergent; Amy F. Leveen, Amy Leveen Associates; Allison Porter, President, Avalon Consulting Group
10:45 AM – 12:00 NOON
Planned Giving Starts with Direct Response
Everyone knows that direct response is the base of the fundraising pyramid – feeding all the other fundraising efforts. But, there is more to marketing planned giving than just a check-off box on the back of a reply form! Hear from two industry experts how to truly maximize the relationship between direct response and planned giving.
You'll learn:
• How to mine your donor file for the best planned giving prospects
• The best ways to promote planned giving opportunities, including bequests and CGAs
• How to steward donors after they have made a planned gift (and it doesn't mean to stop mailing them!)
Moderator: Lisa Maska, CFRE, Partner, Lautman Maska Neill & Company; Speakers: Davida Isaacson, President, Davida Isaacson Consulting, Inc.; Stacy B. Sulman, Vice President, Family Philanthropy and Legal Affairs, American Committee for the Weizmann Institute of Science
2:00 PM – 3:15 PM
Thank You Sir and May I Have Another
As fundraisers, we know that the most important words are "please" and "thank you." In this session, you will hear three fundraising experts share their ideas on how to create acknowledgement strategies that will make your donors happy, increase retention, and help you raise even more money by saying "thank you."
You'll learn:
• How to thank different donor groups (new, renewed, monthly, etc.) efficiently and effectively through multiple channels
• When the right time is to ask for a second gift
• How to significantly increase donor retention and subsequent gifts by thanking donors over the phone
Moderator: Giselle Holloway, Director, Direct Response, The International Rescue Committee; Speakers: Craig DePole, Senior Vice President, Newport Creative; Jean M. Simmons, Director, Annual Giving, Catholic Relief Services
4:00 PM -5:00 PM
From 2008 to 2012: What Nonprofits Can Learn from the Obama Campaign
President Obama's 2008 campaign made history by mobilizing millions of Americans through innovative online engagement and fundraising programs. His 2012 campaign presents a whole new set of challenges and opportunities, including the massive growth of social media. Stephen Geer was a primary architect of Obama's 2008 online strategy and has spent the past three years translating the successes of that campaign for non-profit, foundation and political clients. He will discuss lessons from 2008 and what's working so far in 2012.
You'll learn:
• Lessons from 2008 that have worked for non-profits
• What's changed and what's working in 2012
• How you can use social media to build support for your cause.
Moderator: Steven G. Jacobson, CEO, JCA; Speaker: Stephen Geer, Partner, OMP
Fundamentals
8:45 AM -10:00 AM
Special Events 101
This is a primer on the basics, mostly for those contemplating holding an inaugural event. We will present how to plan your budget, decide on format, engage your board, recruit leadership, use research to expand your pool of potential guests and donors, determine how to incorporate your mission, and come up with ways to raise money at the event if desired (silent and live auctions, programmatic auction, etc.).
You'll learn:
• A complete "syllabus" for creating, planning and executing a successful fundraising event
• How to build a mission-centric event that engages your board, event leadership, and donors, and achieves your fundraising goal
• What the experts have learned through both mistakes and successes
Speakers: Ed Boland, Vice President for External Affairs, Prep for Prep; Jean Rawitt, Board Member, Birch Family Services, Inc.; Brad Zervas, Executive Director, Boys Hope Girls Hope of New York
10:45 AM -12 NOON
Everything You Need to Know About Foundations In 1 Hour!
Foundation funding is an important part of any nonprofits funding portfolio. In this interactive workshop, participants will learn the basics of getting consistent and sustainable foundation funding. Participants will gain an understanding of how foundations operate, the importance of cultivation, and the basic elements of a strong proposal.
You'll learn:
• Why talking to the right people in a foundation is critical
• The importance of vision
• How to standout from the many grant applicants.
Speaker: Robert Osborne, Vice President, The Osborne Group
2:00 PM -3:15 PM
Introduction to Major Giving
Major gifts are a critical element of every successful fundraising program, and are one of the most efficient and effective ways to raise funds. This session will feature a philanthropic industry leader sharing his experience in developing a major gifts program that organizations of every size will find useful in securing impact gifts.
You'll learn:
• The key elements of a major gifts program
• Tips and ideas that you can start using right away to raise major gifts
• How to engage, motivate and steward donors to provide meaningful support for your organization
Speaker: Mike Hoffman, Chairman, Changing Our World Inc.
4:00 PM - 5:00 PM
Integrated Annual Giving
Annual giving is vital to the health and growth of all nonprofit organizations. During this session we will discuss all of the vehicles that comprise a comprehensive annual giving program, with a more detailed look at direct mail, e-mail, and phone solicitations.
You'll learn:
• What comprises a comprehensive annual giving program
• The importance of messaging and segmentation
• Key things to remember when producing direct mail and e-mails, and executing phone solicitations
Speaker: Allison Searson, Deputy Director, Annual Fund Programs, Columbia University
Major Gifts
8:45 AM -10:00 AM
Success Stories: What Works, Lessons Learned
Hear from experienced professionals and learn from actual interactions with prospective donors. Discover how practiced fundraisers use certain indicators and intuition to meet and succeed with major gift solicitations.
You'll learn:
• How much cultivation it takes
• How to take a "No" and make it a "Yes"
• Donor indicators that predict success
Moderator: Brenna Sheenan Mayer, Vice President for College Advancement, The College of New Rochelle; Speakers: Elizabeth Burke, Director of Foundation Relations and Senior Associate Director of Development, MOMA; Robin Merle, CFRE, Vice President & Chief Development Officer, Hospital for Special Surgery; Helen H. Miller, CEO, Cancer Care
10:45AM-12 NOON
Major Gifts 2.0: Straight Talk for Your Board
Chief fundraisers often act as change agents within an organization, expressing the truth in ways that engage and inspire both prospects and volunteer leadership. This is especially true in securing gifts that promise major social impact. The best way to partner effectively with your Board is to start with a candid assessment of your nonprofit's case, culture, Board composition, and criteria for new Board members. This session will focus on setting the right course regardless of where you are now.
You'll learn to:
• Advise your Board on the myths and realities of major gift fundraising in today's economy
• Offer ways to strengthen your board through innovative approaches to both recruitment and major gift fundraising
• Get at the heart of your case for support in solicitations
Moderator: Linda C. Hartley, M.B.A.; President, Hartley Consulting, Inc.; Speakers: William Goodloe, President &CEO, Sponsors for Educational Opportunity (SEO); Jennifer E. Herring, President & CEO, The Maritime Aquarium at Norwalk;Jane F. Karlin PhD, Vice President for Institutional Advancement, Hebrew Union College-Jewish Institute of Religion
2:00 PM -3:15 PM
Understanding and Tapping Family Foundations
Two experts working with philanthropists and the burgeoning number of family foundations and donor advised funds will share their different perspectives, insights and advice on how these giving vehicles are established and managed, and what motivates the donors who create them. The session will focus on what fundraising professionals need to know to make the most effective use of their time in pursuing major gift support from family foundations.
You'll learn:
• The myths and realities of donor-advised funds
• The latest findings of the High Net Work Philanthropy Study from Bank of America, Merrill Lynch
• How advisors help family foundations evaluate and possibly match nonprofits with clients
Moderator: Brenna Sheenan Mayer, Vice President for College Advancement, The College of New Rochelle; Speakers: Eileen R. Heisman, President & CEO, National Philanthropic Trust; David E. Ratcliffe, CAP®, CTFA, Managing Director, US Trust, Bank of America Merrill Lynch Institutional Investments & Philanthropic Solutions
4:00 PM -5:00 PM
Why the Wealthy Give Now
Current books, blogs and news articles tell us that our major gift prospects and donors are part of a growing and rapidly changing demographic. Philanthropic activism is growing worldwide in response to a vastly interdependent world seen by many as too unstable, unequal, and unsustainable. A renowned panel will sharpen the focus on these fast-moving developments as they re-shape how today's philanthropists view and impact our world.
You'll learn:
• How the wealthiest donors divide their economic commitments among current expenses, their families/children, and taxes/philanthropy
• How the success of "philanthrocapitalists" in technology and globalization has influenced their approach to social change
• How faster cycles of wealth creation and destruction may change the way we cultivate, solicit, and steward
Moderator: Stacy Palmer, Editor, The Chronicle of Philanthropy; Speakers: Robert Frank, Wealth Reporter, The Wall Street Journal, and author, The High-Beta Rich: How the Manic Wealthy Will Take Us to the Next Boom, Bubble and Bust; Matthew Bishop, US Business Editor and New York Bureau Chief, The Economist, and author, Philanthrocapitalism: How Giving Can Save the World and co-author, The Road from Ruin.
Research Track
8:45 AM -10:00 AM
Capacity Ratings: Setting the Stage for Portfolio Management
Who are your best prospects and how much can they give you? This session will involve a panel discussion led by seasoned prospect researchers from the New York City Metro area, including the Hospital for Special Surgery, NYU Langone Medical Center, Rutgers University and the Natural Resources Defense Council. They will focus on the analysis, techniques and strategies used by these institutions to create effective capacity ratings for fundraising.
You will:
• Gain a greater understanding of the process involved in determining prospect capacity ratings.
• Understand the role that capacity ratings play in the fundraising process.
• Understand the role of research in capacity analysis, portfolio management and fundraising strategy.
Speakers:Sharon Das, Senior Research Analyst, Rutgers University Foundation; Jessica Davis, Associate Director, Research, NYU Langone Medical Center; Matthew Perrin, Manager of Prospect Research, Natural Resources Defense Council; Bill Powers, Senior Research Analyst, Hospital for Special Surgery.
10:45 AM -12 NOON
Capacity Ratings: Hands-on Case Studies
Four seasoned prospect researchers from the NYC Metro area will provide insights into how their departments evaluate a donor's giving potential using publicly available information. Examples will illustrate some of the important points to consider when evaluating a donor's financial situation. There will be ample opportunity for audience participation and questions.
You'll learn:
• Pitfalls to avoid during this process
• Specific fundraising case scenarios and outcomes
• About the interactive nature of the researcher/frontline fundraiser relationship
Speakers:Sharon Das, Senior Research Analyst, Rutgers University Foundation; Jessica Davis, Associate Director of Research, NYU Langone Medical Center; Matthew Perrin, Manager of Prospect Research, Natural Resources Defense Council; Bill Powers, Senior Research Analyst, Hospital for Special Surgery.
2:00 PM -3:15 PM
Top Ten Things Every Fundraiser Should Know About Major Donor Research (Plus, Your Questions Answered.)
As you adapt to the new normal and a more thinly-staffed development department researching donors and prospects is more important than ever in order to maximize time and resources. Our expert reveals the mysteries of expensive and similar-sounding online wealth identification databases, free websites, and other resources. Is Googling good enough or must you invest mega dollars to bring in major gifts in today's challenging environment?
You'll learn:
• How prospect research can help your organization to maximize donor potential
• Beyond Google: how to recognize good research, and which research tools to invest in
• Tips for maximum efficiency and accuracy
Speaker: Poonam Prasad, Founder and President, Prasad Consulting and Research
4:00 PM -5:00 PM
Why the Wealthy Give Now
Current books, blogs and news articles tell us that our major gift prospects and donors are part of a growing and rapidly changing demographic. Philanthropic activism is growing worldwide in response to a vastly interdependent world seen by many as too unstable, unequal, and unsustainable. A renowned panel will sharpen the focus on these fast-moving developments as they re-shape how today's philanthropists view and impact our world.
You'll learn:
• How the wealthiest donors divide their economic commitments among current expenses, their families/children, and taxes/philanthropy.
• How the success of "philanthrocapitalists" in technology and globalization has influenced their approach to social change.
• How faster cycles of wealth creation and destruction may change the way we cultivate, solicit, and steward.
Moderator: Stacy Palmer, Editor, The Chronicle of Philanthropy; Speakers: Robert Frank, Wealth Reporter, The Wall Street Journal, and author, The High-Beta Rich: How the Manic Wealthy Will Take Us to the Next Boom, Bubble and Bust; Matthew Bishop: US Business Editor and New York Bureau Chief, The Economist, and author, Philanthrocapitalism: How Giving Can Save the World and Co-author, The Road from Ruin.
Small Budget Organizations
8:45 AM -10:00 AM
Growing Your Small Shop: Individuals & Special Events
As small shop fundraisers, we often wear many different hats. With limited staff and resources, how do we navigate the duties of Director of Development, Special Events, Communications and Annual Fund Manager all in a day's work? In this session you'll hear from three fundraising professionals who manage to creatively and cohesively weave these roles together to help grow their organizations.
You'll learn:
• Special events strategies that maximize total dollars while minimizing expenses
• How to identify, reach out to and cultivate major donors
• Steps to grow your annual fund through an engaging individual gift program
Moderator: Edward Griffin, Alumni Relations Manager, Trinity School; Speakers: Gerry Cornez, Director of Development & Communications, The Acting Company; John Hughes, Vice President, Development, Fedcap; Ann LaForge, Director of Institutional Advancement, The Cathedral School of St. John the Divine
10:45 AM -12 NOON
Working With Your Board
Small shop boards are mostly made of up community leaders, local business owners, the semi-retired or parents, with a sprinkling of other professionals. We'll explore how to work with this type of board and will focus on the importance of setting trustee personal giving at an appropriate level; assessing your board's capacity, contacts, and fundraising knowledge; communicating success and giving credit for Trustee activity; fundraising options for trustees, and designing development reports for Board meetings.
You'll learn:
• The difference between small shop and larger organization boards – and how to work with them
• Strategies to assess your board's capacity, contacts, and fundraising knowledge
• Devising Trustee personal giving levels and fundraising activities
Moderator: Terry Billie, Assistant Director, Advancement, Hudson River Museum; Speakers: Maria Imperial, Executive Director, YWCA of White Plains; Wendy Nadel, Executive Director, Yonkers Partners in Education; Lisa Robb, Executive Director, New York Council on the Arts
2:00 PM -3:15 PM
Staying Ahead of the Curve: Successful Strategies for Small Shop Fundraisers
Planning ahead is crucial in small shop fundraising. With so many great ideas, but only so much time and staff, how do we ensure we're maximizing our productivity and positioning ourselves for success? In this presentation, you'll hear from three seasoned professionals about their approach to the year and how they stay ahead of the curve.
You'll learn:
• Techniques for managing your time, setting priorities, and tracking next steps
• How to set a budget and stick to it
• Tips for goal-oriented decision making and managing those whose decisions can derail priority work
Moderator: Edward Griffin, Alumni Relations Manager, Trinity School; Speakers: Veronica R. Bainbridge, Director of Development, Vineyard Theatre; Paula Barbag, CFRE, President & Founder, Consulting For A Cause LLC, Co-President, Association of Development Officers; Laura Newman, Director of Development, The Guidance Center
4:00 PM -5:00 PM
Building a Base for Your Small Shop
In a small shop, there's always so much to be done; this session will explore how you can build your base so all the work is not on one person's shoulders. Explore working with volunteers, training junior staff, seeking out and securing part-time/contract staff, and when to call a consultant. Session panelists with experience in a variety of small organizations will talk about how they did what they did and survived and thrived.
You'll learn:
• How to work with and train junior staff to take on more responsibility
• What work you can and cannot outsource to part-time/contract staff – and how to keep on top of it all
• How to work with volunteers and seek out pro-bono work from professionals
Moderator: Terry Billie, Assistant Director, Advancement, Hudson River Museum; Speakers: Alisa Keston, Executive Director, The Volunteer Center of United Way; Karen Preuss, Development Manager, Reach Out and Read of Greater New York
Special Events
8:45 AM -10:00 AM
Special Events 101
Class is in session! Learn the basics of fundraising events: how to plan your budget, incorporate your mission, decide on format, set your prices, engage your board, recruit leadership, research new potential guests and donors, and explore all the ways you can raise money.
You'll learn:
• A complete "syllabus" for creating, planning and executing a successful fundraising event
• How to build a mission-centric event that engages your board, event leadership, and donors, and achieves your fundraising goal
• What the experts have learned through both mistakes and successes
Speakers: Ed Boland, Vice President for External Affairs, Prep for Prep; Jean Rawitt, Board Member, Birch Family Services, Inc.; Brad Zervas, Executive Director, Boys Hope Girls Hope of New York
10:45 AM -12 NOON
Convert Supporters Into Event Leaders
Events need honorees, chairs, and committees – who better to fill these roles than your donors? An enthusiastic, supportive partner with whom you have a strong relationship can make an ideal event leader. Find out the strategies that you can use to make the ask, be clear in your expectations, and develop an effective plan for working together so that everybody wins.
You'll learn how to:
• Identify potential Honorees and Event Chairs from your organization's existing circle of donors and determine what each can bring to the table
• Tailor your "ask" to appeal to each donor's sensibilities and what they might hope to gain from the role
• Strategize ways to work together to ensure that the goals of both the leader and the event are met
Speakers: Preeti R. Davidson, Director of Development, The Legal Aid Society; Madeline deLone, Executive Director, Innocence Project; Margaret Hunt, Vice President, Development, New York Public Radio; Audrey Levitin, Director of Development, Innocence Project
2:00 PM -3:15 PM
Beyond the Gala: Other Event Options
Galas aren't the only game in town. Cocktail parties, show premieres, golf tournaments, exhibition openings, all can be part of your fundraising strategy, in place of or in addition to a gala. Explore how to maximize your fundraising potential by tailoring events to fit donors' diverse interests and budgets.
You'll learn:
• What events other than a dinner can raise money
• Options for groups too small or too new to have the donor base necessary to support a dinner
• Options for groups that have grown too large for one Gala to accommodate all their donors, or whose donors have interests that can be better captured via other events
Speakers: Sharon Cohen, Founder/Executive Director, Figure Skating in Harlem; Karen E. Leies, Senior Director of Development, New York City Ballet; Lori D. Singer, Director of Special Events, The New School; Kyung Yoon, Executive Director, Korean American Community Foundation
4:00 PM – 5:00 PM
It's Time to Optimize and Innovate our Peer-to-Peer Events
Tired of acquiring only to combat attrition? Ready to optimize in order to drive retention? Many of today's peer-to-peer fundraising programs are in desperate need of innovation and optimization to combat the special event tradition of attrition. Together we'll talk about how to leverage web, email, social, mobile and even direct mail, to drive retention, activate lapsed participants, and convert those ‘friends and family' donors into supporters of your organization.
You'll learn:
• Online, email, social media, and mobile options that engage fundraisers in peer-to-peer events
• Successful online strategies for retaining donors long after your fundraising event is over
• Turning donors who give to friends and family into donors who give to you
Speakers: Melissa Lee, Account Director, SankyNet; Kelley Stewart, Vice President, Pursuant Ketchum
Web, Tech and Social Media
8:45 AM – 10:00 AM
Popping the Question: Moving from Engagement to Action Online
With 25 years of experience in philanthropy, Jay Frost has served thousands of nonprofit organizations and companies in the US, Europe, and Asia. This session will explore how nonprofits can successfully move between engaging their audience and inspiring them to take action based on Jay's expertise in nonprofit fundraising and management.
You'll learn:
• How nonprofits are successfully cultivating new audiences via social media
• Expert advice on ways to turn activists for your cause into committed donors
• How to integrate your online campaign for greater success
Moderator: Steven G. Jacobson, CEO, JCA; Speaker: Jay Frost, CEO, FundraisingInfo.com
10:45 AM – NOON
Tweet, Ping, Poke: Who Cares, What Matters
When a new social media platform pops up every week, how do you decide what's worth investing in? Join us for an exciting discussion about today's hottest trends in social media. It's your chance to ask industry expert Allison Fine how to employ the latest technology and successfully implement your social media strategy.
You'll learn:
• Some of the hottest trends in social media – and which are here to stay
• How campaigns have succeeded and failed
• The answers to your social media and tech questions
Moderator: Paul Habig, Executive Vice President, SankyNet; Speaker: Allison Fine, Senior Fellow, Demos: A Network of Ideas and Action, co-author of The Networked Nonprofit
2:00 PM – 3:15 PM
Rapid Fire: Tips and Trends on Web, Tech and Social Media
In this fast moving session on Web, Tech and Social Media, a panel of experts will provide "bite size" tips, allowing the audience to come away with practical and applicable ideas for improving their online, social media and mobile fundraising campaigns. Whether you are new to fundraising or a seasoned professional, you'll come away with snapshots of the fresh techniques and tools that are proving successful for other organizations. You will also have the chance to ask the experts for advice on your specific issues.
You'll learn:
• The latest techniques in online fundraising that are proving successful for nonprofits
• Fresh ideas for harnessing the power of social media and mobile communications
• What new tech developments are on the horizon that the experts are talking about
Moderator: Paul Habig, Executive Vice President, SankyNet; Speakers: Lane Brooks, COO, Food & Water Watch; Ann Crowley, Membership & Online Strategy Director Human Rights Campaign;Harry Lynch, Principal & CEO, SankyNet; Liz Murphy, President, RedEngine Digital
4:00 PM -5:00 PM
From 2008 to 2012: What Nonprofits Can Learn from the Obama Campaign
President Obama's 2008 campaign made history by mobilizing millions of Americans through innovative online engagement and fundraising programs. His 2012 campaign presents a whole new set of challenges and opportunities, including the massive growth of social media. Stephen Geer was a primary architect of Obama's 2008 online strategy and has spent the past three years translating the successes of that campaign for non-profit, foundation and political clients. He will discuss lessons from 2008 and what's working so far in 2012.
You'll learn:
• Lessons from 2008 that have worked for non-profits
• What's changed and what's working in 2012
• How you can use social media to build support for your cause.
Moderator: Steven G. Jacobson, CEO, JCA; Speaker: Stephen Geer, Partner, OMP
Workshops
8:45 AM -10:00 AM
Making The Ask…a Role Playing Session to Hone Your Donor Outreach Skills
The number one reason people give to an organization is because they are asked. And if you don't ask effectively, you won't get. In this workshop, you will practice making a solicitation using tips and working examples presented by an expert.
You'll learn how to:
• Get the meeting with the decision maker
• Overcome your fear of asking for money
• Conduct successful face-to-face meetings
Speaker: Barbara Gill Rogus, CFRE, Executive Director, ret., Juvenile Diabetes Research Foundation
10:45 AM -12 NOON
Demystifying the Fundraising Website Redesign Process…a Step-by-Step Guide to Developing an Effective Website
Learn the tools and techniques to develop a powerful website that makes people want to engage with and contribute to your organization. Panelists bring expertise on websites for small and large nonprofits, and will offer hands-on tips from a variety of perspectives in the website redesign process.
You'll learn to:
• Prioritize your website goals for maximum exposure
• Manage the website redesign process – from strategy to SEO
• Develop designs & copy to create a compelling website
Speakers: Carla Perlowin Chadwick,Director of Digital Fundraising, Covenant House International; Tricia Reyes, Associate Director of Fundraising, Consumer Reports; Julie Ziff Sint, Senior Account Executive, SankyNet
2:00 PM -3:15 PM
Starting a Successful Planned Giving Program on a Shoestring Budget…Setting It Up and Doing It Right
Every non-profit with a long-term vision can lock in future support from their current individual donors. Get ready to set up your own successful planned giving program, with a minimal budget, in this highly interactive workshop.
You'll learn how to:
• Determine organizational readiness
• Define your target market and which gifting options you will market
• Build a successful planned giving campaign with a tiny budget
Speaker: Lorri Greif, CFRE, Founder, easyPG
4:00 PM -5:00 PM
"I Had A Great Interview But I Didn't Get The Job: Interviewing Successfully"
There's more to getting a job than just having a good resume. You have to make it through the interview. And often there are a series of meetings that require you to return to the organization over time, each with a different set of people. But don't despair. There are strategies that will help you get through the process and land the job. Session includes a live role-play interview.
You'll learn:
• How to prepare yourself mentally and emotionally
• The importance of the three R's: research, resources and references
• Effective presentation techniques
• Helpful collateral materials
Speaker: Susanne Felder, Consultant, Lee Hecht Harrison
If you are interested in being a speaker for next year's event, please contact us.
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For more information or if you have any questions, please call FRDNY Conference Management at 516-333-0681 or email frdny@nycafp.org.
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