2019 philanthropy forum3 thursday at wilkes university 7:30 –8:30 a.m. registration and...
TRANSCRIPT
2019 Philanthropy ForumOctober 9 at The Woodlands Inn
October 10 at Wilkes University
PROMOTING ETHICAL AND EFFECTIVE FUNDRAISING
Presented by AFP NEPA Chapter, The Luzerne Foundation, and Wilkes University
Sponsored by Bloomerang, GoalBusters, Dawe Consulting, Apogee Consulting, Independent Graphics, FundraiseUp, and Edwards+Strunk
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NOTES
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Thursday At Wilkes University7:30 – 8:30 a.m. Registration and Continental Breakfast with the Exhibitors
8:30 – 9:30 a.m. Welcome & Opening General Session
Steven Shattuck: Robots Make Bad Fundraisers: How nonprofits can maintain the heart in
the digital age
ROOM First Floor Lounge Miller Room Ballroom Savitz Lounge
9:30 – 10:30 a.m. Steps to Becoming a
Grant-ready
Organization
(Jo Miller)
10 Secrets to
Optimizing Your
Online Donation
Process
(Steven Shattuck)
Bloomerang
Board of Directors:
Fundraisers &
Friendraisers
(Stephanie Cory)
Planned Giving
Marketing 101
(Viken Mikaelian)
10:30-11:30 a.m. How to Get Donor
Visits and Knock
Them Out of the
Park
(Chad Barger, CFRE)
Diamonds in the
Rough – Finding
The Hidden Gems
In Your Donor
Database
(Steven Shattuck)
The Velvet Rope:
Creating Effective
Special Events
(Jim Anderson)
Quick Wins for
Increasing Web
Traffic/Online Giving
(Sal Salpietro)
Fundraise Up
11:30 a.m.– 12:15 p.m. Networking & Visit the Exhibitors
12:15 – 1:15 p.m. Lunch General Session (Ballroom)
James Anderson, CFRE – GoalBusters Consulting: “Fiercely Authentic: Staying True to Your
Personal Brand”
1:15-2:00 p.m. Networking Groups & Visit the Exhibitors
Exhibits Close at 2 p.m.
2:00-3:00 p.m. Major Gifts
Workshop
(Michelle
Gollapalli)
Becoming a Grant
Professional
(Jo Miller)
Using Social Media
for Good
(Jim Anderson)
The Board Means
Well (even when
they’re wrong!)
(Sal Salpietro)3:00-4:00 p.m. Closing General Session (Ballroom)
“Your Biggest Donor did/said …. WHAaATTT?”
Wednesday At The Woodlands Inn11:30 a.m. to
1:30 p.m.
Lunch & Networking
Presentation: Storytelling: Communicating your Mission with Infectious Passion
Jim Anderson
(Presidential Room)
1:30 p.m. Open Work Space
(Board Room)
Grant Professionals Forum
Jo Miller
Sponsored by
The Luzerne Foundation
(Marco Polo Room)
Grassroots Organization Institute
Stephanie Cory
Sponsored by The Luzerne Foundation
and Apogee Development Consulting
(Empire Room)
3:00 p.m. Senior Development
RoundtableSponsored by AFP NEPA
(Parlor C)
4:30 p.m.-6:00 p.m. Networking & Happy Hour
SCHEDULE AT A GLANCE
Welcome to the 2019 Philanthropy Forum!
As we approach the “season of giving” just a few weeks, this year’s conference gives us the opportunity to reflect on the year to date, and prepare for the busiest season of the year for many. This year’s Philanthropy Forum includes workshops and classes to ensure you have the latest and best tools to succeed.
It’s also a good time to take inventory of your 2019 goals and recharge your professional batteries to achieve them. This year’s forum welcomes an impressive faculty of nonprofit industry experts ready to inspire you and give you the boost (kick?) you need to push for excellence.
We’re also excited to include in this year’s forum a group of vendors and sponsors whose commitment to philanthropy is proven over and over again by their support of AFP, charitable organizations here and around the world, and engagement in the form of contributions, expertise, and volunteerism.
We hope you’ll take away a long list of new (and refreshed) ideas, build relationships with your nonprofit colleagues, and open your mind to new ideas and approaches.
Finally, we hope you will join us for Philanthropy Day at The Radisson Lackawanna Station Hotel on Friday, November 22nd as we celebrate our region’s great love of humankind. More information can be found at http://afpnepa.org.
Warmest regards,
Patrice Persico, John Dawe, CNP, CFREChapter President Chair, Professional Advancement / Forum
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WELCOME
Presenter/Faculty Biographies, Session Handouts, and Additional Resources can be found at
http://conference.afpnepa.org
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WEDNESDAY SCHEDULE
Wednesday Schedule
All Wednesday Events are held at The Woodlands Inn, Wilkes-Barre
11:30 a.m. Registration & Networking
12:00 a.m. Lunch & Opening General Session Presidential Room
Storytelling: Communicating Your Mission with Infectious Passion (Jim Anderson, CFRE)
No one ever gave to an organization because of a Power Point presentation. So why do people contribute to a
cause? Because their passion for making a difference has been ignited! You can help ignite a donor's passion
for your cause through the fundamentals of storytelling. Whether you're telling the story through a grant
proposal, a video message, a radio announcement, or one-on-one, you can use storytelling structure to help
your donor see their role in making your mission a success.
1:30 p.m. Pre-Conference Workshops Empire Room
Grant Professionals Workshop (Jo Miller, GPC, President, Grant Professionals Assoc., Facilitator)
Whether you’re a seasoned grant professional fundraising for an established organization or an accidental
grantwriter seeking funding for a new project, there is always room to grow. Join this session for hands-on
evaluation of both your individual grantwriting skills and organizational grant readiness. Using a
developmental approach offers a broad spectrum of insight, ideas for growth, and understanding of the field.
Through this session you will identify opportunities for growth within your own professional development
and organizational grant readiness; deepen your understanding of continued learning opportunities; and get
inspired to generate ideas for continued growth. This workshop also will allow experienced grant
professionals to bring their expertise and challenges to the table for an afternoon of networking, best practices
discussion, tips, tricks, and tactics.
Grassroots Organization Workshop (Stephanie Cory, CFRE, Facilitator) Marco Polo Room
Is your organization struggling to find the necessary time and resources to raise funds to support your
mission? Whether you aren’t even sure where to start or you want to grow your program, this session is
designed for grassroots nonprofit organizations seeking to formalize their fundraising efforts and raise more
money. Learn how to develop the infrastructure necessary for successful, efficient fundraising. Learn the
importance of a development plan as well as how to create one and what policies and procedures you should
have in place to ensure ethical fundraising and compliance with applicable laws. Learn about the various
methods of fundraising and assess which are most practical for your organization. Gain clarity on what roles
your board, volunteers, and staff should play in fundraising. Determine what technology can support your
fundraising efforts.
3:00 p.m. Senior Development Roundtable Parlor C
This session is for senior/seasoned development professionals, serving in a leadership/executive role.
4:30 p.m. Networking Happy Hour (Woodlands Lounge & Deck (weather permitting))
THURSDAY SCHEDULE
Thursday Schedule
All Thursday Events are held at the Frank & Dorothea Henry Student Center, Wilkes University Campus
7:30 a.m. Registration & Networking
8:30 a.m. Welcome & Opening General Session Ballroom
K1. Robots Make Bad Fundraisers: How Nonprofits Can Maintain the Heart in the Digital Age (Steven Shattuck)
In some ways, we’re in a golden age of fundraising. There have never been more ways to capture attention,
rally supporters, generate revenue, and measure fundraising performance than there are today. The
accessibility of this technology has also never been greater, even to the smallest charities. But with all the
software, tools, apps and intelligence available to us, why has fundraising performance stagnated? Has
technology actually gotten in the way of building a personal connection with our supporters? In this keynote
session, we’ll explore ways to apply time-tested principles of philanthropy to the modern technology available
to fundraisers — with the goal of keeping the donors we already have, inspiring new donors to give, and
maintaining the sanity of our team members.
9:30 a.m. Breakout Sessions – A
A1. Becoming a Grant-Ready Organization (Jo Miller) First Floor Lounge
Whether you’re a seasoned grant professional fundraising for an established organization or an accidental
grantwriter seeking funding for a new project, there is always room to grow. Join this session for hands-on
evaluation of both your individual grantwriting skills and organizational grant readiness. Using a
developmental approach offers a broad spectrum of insight, ideas for growth, and understanding of the field.
Through this session you will identify opportunities for growth within your own professional development
and organizational grant readiness; deepen your understanding of continued learning opportunities; and get
inspired to generate ideas for continued growth. (Content Note: This information will be part of the Grant
Professionals Pre-Conference. Pre-Conference attendees are advised to choose a different session.)
A2. Board of Directors as Fundraisers & Friendraisers (Stephanie Cory) Ballroom
One of the key responsibilities of a nonprofit board of directors is ensuring necessary resources—translation:
fundraising. Do your board members avert eye contact when their participation in fundraising comes up in a
meeting? Take the fear out of fundraising and friendraising for your board. Learn painless ways board
members can participate in all stages of fundraising—identification, cultivation, solicitation, and
stewardship—even if they’re terrified to make an ask. Your most introverted board member with few social
connections can become an active participant in your organization’s fundraising efforts when equipped with
the right tools. Leave this session with practical real-world strategies for effectively engaging your board in
raising funds and friends for your organization.
A3. Planned Giving Marketing 101 (Viken Mikaelian) Savitz Lounge
Your prospects should not have to learn another language to “get” planned giving. In a world where your
average prospect is inundated with over 3,500 marketing messages a day, the secret to getting your message
heard is to make it simple. Don’t just simplify. Oversimplify. In this session, you’ll how to talk with your
prospects about planned gifts in simple, everyday language. He’ll showcase real-world examples and give
punchy phrases and elevator pitches you can start using right away. He’ll tell you which simple gifts to pursue
first and how to start talking with donors.
THURSDAY SCHEDULE
9:30 a.m. Breakout Sessions – A [Continued]
A4. 10 Steps to Optimizing Online Giving (Steven Shattuck) Miller Room
Donations made online is one of the fastest-growing gift channels. While it’s not yet a juggernaut, it is
significant enough to pay attention to. And if your online gift processes aren’t operating according to best
practices for user-experience and donor stewardship, you may be leaving a lot of money on the table. In this
session, we will examine 10 simple, research-backed fixes that any fundraiser can make to their online
donation process. You’ll leave with the confidence that your donation pages and forms can convert any visitor
into a donor – and retain that donor for years to come.
10:30 a.m. Breakout Sessions – B
B1. Diamonds in the Rough: Finding the Hidden Gems in Your Donor Database (Steven Shattuck) Miller RmLet’s face it: prospect research is difficult. Those who have mastered it are truly artists, but not every nonprofit has access to a dedicated professional. For those wearing multiple hats, wealth screening tools, social media, and good-old-fashioned Google searches can only get you so far. Even if you do find a rich stranger in your area, there’s no guarantee that they’ll drop a million bucks in your lap. In this session, we’ll explore prospect research strategies that build deeper, more meaningful relationships with donors. Participants will learn engagement strategies that enhance existing relationships, as well as uncover those with a propensity to give to your organization for the first time.
B2. The Velvet Rope: Creating Effective Special Events (Jim Anderson, CFRE) BallroomAre your donors and volunteers suffering from special event fatigue? What they may be looking for is an event that makes them feel special. Learn how to create the VIP experience for your donors, volunteers and sponsors, whether you are hosting a formal gala or a family picnic. This interactive session will cover how to align your special event with your mission; how to identify your target audience(s) and what motivates them to participate; how to implement creative ideas for making participants feel special; and how to objectively evaluate whether the event was a success.
B3. How to Get Donor Visits and Knock Them Out of the Park (Chad Barger, CFRE) First Floor Lounge
Join fundraising master trainer, Chad Barger, CFRE, for a session focused on figuring out who you should talk
to, getting the meeting, figuring out what questions to ask and following up afterward. Chad will walk you step
by step through the process he has successfully used for years as he works to raise support for a charity.
B4. Quick Wins for Increasing Web Traffic and Online Giving (Salvatore Salpietro) Savitz Lounge
Increasing web traffic is a major goal for any nonprofit. And it doesn’t have to be expensive or time-consuming.
I’ll share three simple ways to increase your web traffic and as a result, your online giving numbers. These
three things will cover Social Sharing, Online Giving Experience and SEO quick-wins.
11:30 a.m. Visit the Exhibits (Main Concourse)
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THURSDAY SCHEDULE
12:15 p.m. Lunch & General Session
K2. Fiercely Authentic: Staying True to Your Personal Brand (Jim Anderson, CFRE) Ballroom
In today's 24/7 culture, you have unprecedented access to leaders through social media, text and in person
interactions. This also means that you are being highly scrutinized on a regular basis. Now, more than ever,
each one of us has a personal brand, online and offline, and how we use the tools available can shape how
we're perceived. In this talk, we'll explore the elements of your personal brand, how social media, traditional
channels and personal presence all impact your brand, and the power of being fiercely authentic.
1:15 p.m. Networking Groups & Visit The Exhibitors
Exhibits Close at 2 p.m.
2:00 p.m. Breakout Sessions – C
C1. Becoming a Grant Professional (Jo Miller) Miller Room
Do you work on grant applications, grant program design, and or grants management? Do you possess the
skills, competencies, and behaviors of a grant professional? If so, you are a grant professional! You may be the
Executive Director of a small nonprofit or a Program Manager of a government program, and you are a grant
professional. Whether you’ve decided to make grants your career or are an “accidental” grant writer, this
workshop will outline the Grant Professionals Association’s career pathways program, including professional
development, mentoring, etc.
C2. Major Gifts (Michelle Gollapalli) 1st Floor Lounge
Raise more money by receiving more major gifts. Consistent donors can become major donors when you
effectively implement the Eight-Step Major Gifts Management Cycle. Identify and utilize your own
communication strengths when meeting with donors to develop major gifts and increase your fundraising
success.
C3. The board means well (even when they’re wrong) (Salvatore Salpiertro) Savitz Lounge
Many grassroots organizations have to run everything by the board. Often they have opinions that may be
value, but sometimes they may be disconnected or misinformed. We’ll review a few tips to getting them on-
side. These include: Using data to help get decisions through, find ways where your desired outcome could
also raise their profile, and keeping them posted on results.
C4. Using Social Media for Good (Jim Anderson) Ballroom
Facebook, Twitter, Snapchat, Instagram, and many others grab our attention every day. So how do you harness
these networks to help your charitable cause? We will help you understand your audience to pick the right
platform to use; examine the social media communities available, and how to best cultivate your network;
discuss the ethical considerations of using social media in fundraising; show practical tools on how to manage
social media without it taking over your life; and demonstrate innovative ways to tell stories through social
media that deepen your relationships with your donors.
3:00 p.m. Closing General Session Ballroom
During our closing general sessions, our faculty will join together on-stage for a fun Q&A. We’ll also give away
several prizes including a free AFP year long membership – must be present to win.
4:00 p.m. Safe Travels!
Please complete the conference evaluation! ☺
BREAKOUT SESSIONS (1:15 PM)
• Capital Campaigns (1st Floor Lounge)
• Small/Grassroots Organizations (1st Floor Restaurant Area)
• Annual Fund/Alumni Relations (2nd Floor Savitz Lounge)
• Online/Digital Managers (2nd Floor Lobby)
THANK YOU
The Luzerne FoundationPresenting Sponsor
luzfdn.org
Wilkes UniversityVenue Sponsor
wilkes.edu
Dawe Consulting, LLCManagement Sponsordaweconsulting.com
Fundraise UpMarketplace Sponsor
fundraiseup.com
BloomerangMarketplace Sponsor
bloomerang.co
Edwards + StrunkLunch Sponsor
edwardsstrunk.com
Dawesome DestinationsTravel Sponsor
Dawesomedestinations.com
Apogee ConsultingGrassroots Sponsorapogeedevco.com
GoalbustersHospitality Sponsor
goalbusters.net
The Café: An American Bistro & AmberdoniaHospitality Sponsor
AFP NEPA ChapterLeadership Sponsor
afpnepa.org
AFP MEMBERSHIP INFORMATION
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Starting with your 2020 Membership Renewal, All AFP NEPA Chapter Members will receive
a $30 voucher to attend an AFP Professional Advancement Program. Contact AFP
Membership Chair Joell Yarmel for more information at [email protected]
AFP Chapter Board of Directors
Luncheon at The Radisson Lackawanna Station Hotel
Friday, November 22, 2019Register @ http://afpnepa.eventbrite.com
Recognizing…
Berkshire Asset Management - Outstanding Corporation
Marise Garofalo - Outstanding Fundraising Professional
AllOne Foundation & Charities - Outstanding Foundation
Andrew Kettel - Outstanding Volunteer Fundraiser
Mark DeStefano - Outstanding Philanthropist
Frank Bevevino - Lifetime Achievement Award
President: Patrice Persico,
AVP for Institutional Advancement, King's College
President Elect: Sandy Snyder
Grant Writer
Diocese of Scranton
Immediate Past President:
Lauren Pluskey McLain, MBA
AVP for Institutional Advancement, King’s College
Treasurer: Carol Maculloch, MBA, CFRE
Director of Planned Giving
The University of Scranton
Secretary: Alison Woody
Director of Competitive Grants, Geisinger
Chair, Professional Advancement/Programs:
John Dawe, MNA, CNP, CFRE
President Dawe Consulting, LLC
Associate, GoalBusters Consulting
Chair, Membership: Joell Yarmel
Director of Development, F.M. Kirby Center
Chair, Philanthropy Day: Mary Dolon
Grant Writer
Estella Parker-Killian
Amber Loomis
Chief Development Officer,
Family Service Association of NEPA
Jo Ann Verduce
Director of Development, St. Joseph’s Center
Mariellen Walsh
Director of Leadership Giving, Lackawanna College
Contact: AFP Chapter Administrator
www.afpnepa.org | facebook.com/afpnepa
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HERE. WE. GO.
The world’s largest conference for fundraising professionals
returns to the east coast in 2020.Baltimore, Maryland—Charm City—awaits with more than 100 sector-shifting sessions
covering the most important topics in fundraising and countless ways to grow your
network.
Don’t miss out, register today and join the 3,500 strong at AFP ICON.
Let the AFP Northeastern PA Chapter Know If You’ll Attend!Limited chapter support may be available!
AFPFC.com