BYOC: Major Giving in Practice: Leveraging Cultivation Events, Donor-Advised Funds, and Other Key Tools

Bring Your Own Coffee (BYOC): Major Giving in Practice: Leveraging Cultivation Events, Donor-Advised Funds, and Other Key Tools

Join AFP-NYC’s Engagement Committee for an intimate, practical conversation about the strategies and tools that drive successful major giving programs. Mitch Stein, Founder and CEO of Chariot, and Dr. Jocelynne Rainey, President and CEO of Brooklyn Org, will share their perspectives on cultivating and engaging major donors, effectively leveraging donor-advised funds, and using events and other touchpoints to deepen relationships and move donors toward greater investment.

Designed as a candid, peer-driven discussion, this BYOC session will give fundraisers actionable ideas they can bring back to their own organizations while creating space to exchange experiences and learn from one another.

Registration is limited to the first 25 participants and is available on a first-come, first-served basis.

AGENDA:

• 8:00–8:25 AM — Check-In, Coffee & Networking
• 8:25–8:30 AM — Welcome & Introductions
  
• 8:30–9:30 AM — Major Giving in Practice: Moderated conversation with Mitch Stein and Dr. Jocelynne Rainey
  
• 9:30–9:50 AM — Audience Q&A & Peer Discussion
  
• 9:50–10:00 AM — Key Takeaways, Closing & Informal Networking
  

SPEAKERS:

Mitch Stein
Chariot, Head of Strategy

Mitch is a sought-after strategist, researcher and speaker at the intersection of philanthropy, technology and finance. He previously founded a nonprofit tech marketplace called Pond after a career in investment banking at Goldman Sachs. He's an avid nonprofit fundraiser himself and long-time board member at the NYC LGBT Center.

MODERATOR:

Adam M. Doyno, MPA, CFRE

Executive Director and Chief Development Officer

CUNY School of Public Health Foundation