welcome! [adrp.memberclicks.net] · 8th annual new york city regional conference — march 9, 2018...
TRANSCRIPT
Welcome!
Thank you for joining us in Manhattan for the 8th Annual NYC
Regional Conference presented by the Association of Donor
Relations Professionals (ADRP)—a day of great conversation,
thoughtful presentations and fun! Many of us who have been ADRP
members for a number of years know that one of the best values
membership provides is the opportunity for peer networking. We
gain immense benefit from the chance to share stories with
colleagues in similar and different organizations. We hope that you
will take the opportunity today to do just that—bring your stories
to the table to enlighten each other and help build our collective
wisdom. If you’re not a member of ADRP, feel free to talk with us
about the value of membership and check us out at www.adrp.net.
We also hope you leave this day refreshed, energized, and full of
new ideas on how to make your job more efficient, satisfying, and
productive.
Warm regards,
8th Annual NYC Regional Committee
Stephanie Lamphere, Co-Chair
Associate Director of Development
for Donor Relations
SUNY Empire State College
Cheryl Lintner, Co-Chair
Director of Donor Relations
Meridian Health Foundation
Kelly Brennan
Associate Director, Donor
Relations and Services
Memorial Sloan Kettering
Cancer Center
Aimee Clark
Director of Stewardship
New York University
Sasha Deieso
Associate Director of
Stewardship Recognition
Rutgers University Foundation
Kate Jankowski
Development Manager
Catholic Charities of the
Diocese of Albany
Katie Kutney
Associate Director of
Advancement
Berkshire School
Nayeli Garcia Mowbray
Stewardship Manager
Maryland Institute College of Art
8th Annual New York City Regional Conference — March 9, 2018 8th Annual New York City Regional Conference — March 9, 2018
The Association of Donor Relations
Professionals (ADRP) supports and
enhances all aspects of fundraising
and development by promoting the
status of donor relations and
stewardship offices through
education, professional
development, and networking
opportunities. ADRP is pleased to
support and offer professional
growth opportunities as a core
commitment to its membership. By
facilitating communication and
idea-sharing among colleagues in
the field, ADRP has quickly become
a leader among its peers and your
best connection to inspired
stewardship.
As the authoritative organization
and advocate for the donor
relations and stewardship
profession, ADRP finds its roots in
the success of the New England
Stewardship Conference, held
annually from 1992 to 2003. It was
the vision of ADRP’s founding
members to bring increased
visibility to the field—for donor
relations and stewardship
professionals from all types of
organizations across the globe. As
such, our international membership
comes together in person and online
to share best practices, exchange
new approaches, and develop long-
lasting connections.
ADRP is the only organization
focused solely on stewardship and
donor relations across such varied
institutions as museums,
foundations, hospitals, colleges,
and universities, as well as other
social service and non-profit
institutions. Welcome to the ADRP
network!
8th Annual New York City Regional Conference — March 9, 2018
Page 2
8:30am – 9:10am REGISTRATION & BREAKFAST 2nd Floor Events Hall
9:15am – 10:30am WELCOME & KEYNOTE Edmond J. Safra Hall
When Crisis Strikes, Communication is Critical to Survival,
Restoration, and Triumph Rodney P. Kirsch, Consulting Vice President at Grenzebach Glier and Associates, and
Senior Vice President Emeritus for Development and Alumni Relations at The
Pennsylvania State University
What do you do when a heretofore community hero and former football coach
is arrested on multiple charges of sexual assault, two top ranking university
officials are indicted on perjury charges, a popular university president is
removed from office, and an iconic coach is dismissed live on national
television—all within four short days?
Having held executive leadership positions in the raising of more than $5 billion over the course of his
35 year career, Rod Kirsch served Penn State University as senior Vice President for Development and
Alumni Relations for 21 years, including the darkest days in the University’s history during the Jerry
Sandusky scandal, the #6 AP story of 2012. The scandal occurred at the mid-point of a $2 billion
campaign. Rod was part of an external relations team which dealt with issues ranging from victim
lawsuits to a credit rating downgrade, from thousands of angry emails to the cancellation of pledges,
and the fundamental question of whether the University should suspend its campaign.
Providing honest communication to alumni and friends of Penn State, reestablishing credibility to
constituents whose trust had been shattered, instilling confidence in staff members to turn adversity
into opportunity, and leading the campaign to a successful conclusion were among Rod’s chief
responsibilities from 2011 – 2014. Donor relations and alumni communications were key ingredients to
a successful comeback for Penn State. Rod will present lessons learned during the Penn State crisis as
well as other wide-ranging crises he has studied. He will discuss the importance of focusing on mission,
purpose, and values, and he will testify to the resiliency of organizations and people who have a belief in
what they do and why they do it.
Please visit our sponsors today in the 2nd Floor Events Hall.
Vendors present today include:
AcademicWorks
giftmap, by Presentation Design Group
1157designconcepts
MD Designs, Inc.
Honorcraft
Harris Made
Donorwall Design Group
Heurista
8th Annual New York City Regional Conference — March 9, 2018
Page 3
1A: Edmond J. Safra Hall
Write Right…Not Wrong Mary Solomons, Executive Director of Donor Relations, Skidmore College
Debbie Meyers, Senior Director of Donor Relations, University of Maryland
If you took out Dear Ol' Alma Mater's name from your acknowledgment letter, would the recipient still
know who wrote it? What would the FOG index say about your writing? Do you struggle with when to
use "what" or "that"? Are there days when you beat your head against your desk, struggling to come up
with the words for your latest impact report? In this session, learn to write more effective and
consistent communications to your donors.
1B: Classroom 1
Implementing an Individualized Stewardship Plan Program Jen McGrath, Associate Director, Donor Relations & Stewardship, Massachusetts Institute of Technology
Corey Smentek, Associate Director, Donor Relations & Stewardship, Massachusetts Institute of Technology
This session will explore how the Massachusetts Institute of Technology (MIT) brought stewardship to
the forefront of our fundraisers' cultivation strategy through our development of a formalized
stewardship plan program. We will cover the initial roll-out: obtaining buy-in from senior leadership;
engaging gift officers throughout the process; developing effective plans, formats, and tools to assist
with the management and ownership of plans and tasks; and approaching the long-term maintenance
of the program. We will also talk about the unexpected—but welcome—outcomes, including permanent
seats at the table and informed strategic visions for the continued growth of the donor relations and
stewardship team (i.e. how we used our success to make the case for more headcount even as our
fundraisers "own" the responsibility for plan implementation).
1C: Classroom 2
An Island of One: Small Shop Stewardship Stephanie Lamphere, Associate Director of Development, SUNY Empire State College
Kate Jankowski, Development Manager, Catholic Charities of the Diocese of Albany
Are you a member of a small advancement shop? Or the only person overseeing the stewardship
program? Maybe the only advancement officer—or even the first fundraising staff member—at a small
non-profit? While “donor relations” may (or may not) be in your title, as a member of a small shop, it is
often far from your only responsibility. Functioning as a member of a small shop takes the same skill
set as being a member of a larger team, but it can be a vastly different experience. Not only are you
10:45am – 11:45am SESSION 1
8th Annual New York City Regional Conference — March 9, 2018
Page 4
expected to be a jack-of-all-trades, you need to master those trades as well. During this session, we will
discuss how, as a member of a small shop, you can effectively partner with other members of your
organization, set reasonable expectations, become a resource for your colleagues, and have a seat at
the table in your organization’s advancement efforts.
2A: Edmond J. Safra Hall
Nonprofit Fundraising Crisis and Scandal? Donor Relations Time To Shine! Lynne Wester, Founder and Principal, Donor Relations Guru
Did alumni sue your University? Was a major donor hauled off to jail? Is your founder and celebrity
namesake a big liar? Who do you call?: The Olivia Pope of fundraising, Lynne Wester! Together we will
explore the wonderful world of crisis management. Learn from real world case studies about what
happens when the worst happens. This is a time when your organization will need you more than ever.
Good donor relations can help service recovery and communication transparency. Ignore donor
relations, and watch the news cycle continue to churn around your organization. Learn about the
uncontrollable, the unavoidable, and the purely preventable mishaps. Bring your mettle and a sense of
humor as we turn your organization's worst day into the best day for your team to shine.
2B: Classroom 1
Becoming Business Drivers: A Blended Approach to Communications and Donor
Engagement to Support Fundraising Carolyn Vivaldi, Assistant Vice President of Strategic Communications, Northwell Health
Two years ago, the Northwell Health Foundation’s strategic communications and stewardship teams
were bifurcated. In April 2016, the teams were blended, resulting in instant synergy that helped to
propel principal gift conversations and contributed to successfully securing more than $50M in new
gifts. In this presentation, I will provide a high level perspective on how the teams became blended,
what we have done to elevate the role of stewardship for Northwell Health, and how we are continuing
to reposition the entire team from service providers to business drivers through thoughtful
organizational development approaches. To illustrate this journey, I will share relevant case studies,
stories, and examples of our work that include both innovative and traditional stewardship strategies
and tactics. So that the presentation also appeals to those who do not work in development shops with
dedicated communications teams, I will also cover approaches to working with marketing,
1:05pm – 2:05pm SESSION 2
12:00pm – 1:00pm LUNCH BREAK 2nd Floor Events Hall
8th Annual New York City Regional Conference — March 9, 2018
Page 5
communications, and PR colleagues to help them understand how development communications
enhances brand awareness and storytelling.
2C: Classroom 2
Establishing Meaningful Measures of Success for Donor Relations and Stewardship Anne Manner-McLarty, CEO and Lead Strategist, Heurista
Metrics is a hot topic within all fundraising fields. Measurement models have been established for
monitoring the work of frontline fundraisers in order to assess the variety of activities performed, as
well as the schedule, pace, and outcomes of those activities. The search for similar metrics for donor
relations and stewardship is often discussed, but few organizations are legitimately underway in their
quest to implement a metrics program. There is a substantial debate about what should be measured
and how, and many argue it is harder to identify specific donor responses as direct outcomes of donor
relations strategy. Participants in this session will consider the prerequisites, likely impediments, and
possible varieties in the structure of a metrics program. Resources will come from published literature
and the collaborative expertise of those in the session. Attendees will be provided with a worksheet for
structuring the planning of a metrics program at their institutions. Please Note: Although all are
welcome, this session is recommended for experienced donor relations professionals.
Have a bite to eat while you network and visit vendors!
3A: Edmond J. Safra Hall
Perspectives on Leadership in Donor Relations Moderator: Jenn McGrath, Associate Director, Donor Relations and Stewardship, Massachusetts Institute
of Technology
Panelists: Lisa Honan, Executive Director of Donor and Prospect Development, Syracuse University; Kapria
Jenkins, Director-Corporate Philanthropy, The Children's Center; Jeff Muller, Director of Donor Communications
& Stewardship, World Wildlife Fund; Roberta O’Hara, Associate Vice President for Donor Relations, Rutgers
University Foundation
Join us for an engaging and interactive panel discussion about leadership featuring senior leaders in
donor relations. Learn what it takes to be a leader in our field and how to address different types of
management challenges. Our panelists will talk about their personal paths to management, what
being a leader means to them, and various successes and pitfalls in their leadership careers. We will
2:30pm – 3:30pm SESSION 3
2:10pm – 2:25pm BREAK & SNACK 2nd Floor Events Hall
8th Annual New York City Regional Conference — March 9, 2018
Page 6
then open the forum to questions and discussion with the audience. Whether you are new to
leadership, a mid-level manager, or an experienced senior leader, we all have something to contribute
to the conversation.
3B: Classroom 1
Digital Stewardship: Creating a Better Donor Experience Melissa Jones, Associate Director of Donor Relations, University of South Carolina
This presentation seeks to inform small/medium shops how to digitize their donor engagement
experiences. At University of South Carolina, we are utilizing email to publicize campus events and
surprise donors with invitations. Sending the emails has not only served as an additional stewardship
"touch point" throughout the year, but has also allowed us to capture donor interest to tailor their
engagement with the university and assist development officers with other avenues to obtain
additional gifts. It has also been helpful with our unassigned donors to reconnect with the university,
as it allows them to continue to build the relationship outside of the "song and dance" of solicitation/
cultivation. We are also in the process of implementing our new, first-time donor on-boarding series
that will allow our first-time donors to choose where they want to be engaged and how to connect with
them from their first gift, regardless of size. In this presentation, we will inform attendees about how
these tactics give development officers the right number of resources to make their ask. In addition to
email, this presentation will also inform attendees of the benefits of ThankView and the number of
ways we have utilized it to serve as communication for parents, after-event follow-up, quarterly donor
thank you videos, and so much more.
3C: Classroom 2
Building a Distinctive Stewardship Event: From One Day Conference to Year Round
Donor Experience Symone New, Associate Director of Donor Relations & Stewardship, Planned Parenthood Federation of America
Caroline King, Senior Director, Principal and Major Gifts Strategic Operations, Planned Parenthood Federation
of America
Planned Parenthood’s Leadership Council (annual recognition society for $25K+ donors) has been
running for 10 years. Each year, we have an annual conference for approximately 250 donors, and this
year for the first time, we are planning a second event on the West Coast. We are currently building
out the donor experience for our Leadership Council members to be a year round experience and not
just a singular event. Within our organization, we have defined what we consider to be the key
elements of a successful stewardship program. Our presentation will discuss our journey (specifically
over the last three years), share our criteria of a distinct stewardship/events program, describe our
experience, and provide opportunity for small group discussions. These discussions will be guided by a
worksheet that outlines best practices. Attendees will identify and share elements of their own
programs that are distinctive, and others that they would like to continue to develop.
8th Annual New York City Regional Conference — March 9, 2018
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SPEAKER BIOS
Lisa Honan
Executive Director of Donor and Prospect Development, Syracuse University
Lisa C. Honan established the Donor Relations office at Syracuse in 1998, supervising five staff responsible for all
donor recognition and stewardship activities. After ten years in that role and five years as the chief fundraising
officer for the Maxwell School of Syracuse University, she returned to a central role at the University in 2014 and
now oversees prospect and pipeline management, donor relations, research, and data analytics. Lisa is a founding
member of the Association of Donor Relations Professionals and was Treasurer of the association from 2007 through
2012. She chaired the 2007 CASE Conference for Donor Relations and co-chaired the ADRP International Conference
in 2004.
Kate Jankowski
Development Manager, Catholic Charities of the Diocese of Albany
Kate Jankowski is Development Manager for Catholic Charities of the Diocese of Albany, a human services agency
that serves people in 14 counties of upstate New York. At Catholic Charities, she is a member of a two-person
development shop and is primarily responsible for the annual fund and stewardship. Prior to working for Catholic
Charities, Kate served as the Director of Development for the League of Women Voters of New York State, a
statewide education and political advocacy organization, and as Director of Stewardship and Donor Relations for
Albany Medical Center, a private hospital and medical college in upstate New York. Kate received her undergraduate
degree from Hartwick College.
Kapria Jenkins
Director-Corporate Philanthropy, The Children's Center
Kapria Jenkins has more than 15 years of experience in philanthropy, PR, and marketing. She likes to call herself a
strategist, influencer, and change agent. But her true super power is bringing ideas and people together to create
social impact. In her current role as Director of Corporate Philanthropy, Kapria gets the privilege of aligning
corporations’ greatest capital (people, time, and money) with the needs of the kids and families at The Children’s
Center. Kapria’s responsibilities also include developing and executing strategies to increase fundraising efforts
through event sponsorships, programmatic funding, and volunteer engagement. Prior to transitioning to the non-
profit sector in 2013, Kapria worked in Detroit city government as a Communications Director and iHeartMedia as a
Journalist and Executive Producer. Currently, Kapria sits on the AFP, MI Greater Detroit Chapter Program
Committee and is active in ministry at Mosaic Midtown Church.
Melissa Jones
Associate Director of Donor Relations, University of South Carolina
Melissa Jones is the Associate Director of Donor Relations of University of South Carolina. Though young in her
career, she has worked in various institution types throughout her seven years in higher education and has gained
insightful knowledge in finding new, innovative ways to steward donors. Melissa has been instrumental in leading
the development office in taking steps to improve the donor experience. As she partners with various areas across
campus, everyone can see the passion she has for donors and the University of South Carolina.
Caroline King
Senior Director, Principal and Major Gifts Strategic Operations, Planned Parenthood Federation of America
Caroline King is the Senior Director, Principal and Major Gifts Strategic Operations at Planned Parenthood
Federation of America, where she oversees teams focused on Donor Relations, Prospect Management, Operations,
and Corporate Fundraising. Over the past three years, she has helped to orchestrate the organization’s Leadership
Council Conference, a bi-annual event for more than 250 major donors. She previously spent five years at the
American Red Cross, where she launched the Chairman’s Council, a recognition society for individuals giving $1
million or more. She also worked at the US Fund for UNICEF, where one of her favorite projects was assisting on the
8th Annual New York City Regional Conference — March 9, 2018
Page 8
content and logistics of the organization’s annual meeting, a day-long stewardship event for top individual,
foundation, and corporate donors.
Rodney P. Kirsch
Consulting Vice President at Grenzebach Glier and Associates, and Senior Vice President Emeritus for Development
and Alumni Relations at The Pennsylvania State University
Over his 34-year career in university fundraising, Rod Kirsch has provided executive leadership in the raising of
more than $5 billion of philanthropy. In addition to his current role at Grenzebach Glier and Associates, Rod holds
the title of Senior Vice President Emeritus for Development and Alumni Relations at The Pennsylvania State
University, after serving as its Senior Vice President for 20 years. Rare in length of tenure and record of
accomplishment at one institution, he led from start to finish two, seven-year, billion-dollar-plus capital campaigns.
Under his leadership, Penn State’s endowment sextupled, its annual donor base increased from 125,000 to 193,000,
and the Penn State Alumni Association grew to 177,000 members, the largest of any dues-paying university
association in the country. He previously served as Senior Vice President for Development at the Indiana University
Foundation; Executive Director, Capital Campaign at the University of California at Berkeley; Director of Annual
Giving at Drake University; and Director of Undergraduate Chapter Services at Delta Upsilon International
Fraternity. Rod served as a faculty member of the Big Ten Fundraisers Institute, a premier educational seminar for
senior development professionals, for 15 years, in addition to frequent speaking engagements at CASE seminars. He
is also a board member of Nurturing Minds In Africa, a non-profit working to educate girls in Tanzania. Rod is a
recipient of the Distinguished Alumnus Award from the School of Education at Indiana University. In 2014, the Penn
State Alumni Association granted him Honorary Alumnus status, and in 2016 he was recognized by Penn State as its
Renaissance Honoree of the Year. A native of North Dakota, Rod holds a Master of Science in Higher Education from
Indiana University Bloomington and a Bachelor of Arts in English with Phi Beta Kappa honors from the University
of North Dakota.
Stephanie Lamphere
Associate Director of Development, SUNY Empire State College
Stephanie Lamphere is Associate Director of Development for donor relations at SUNY Empire State College, a
public institution in the State University of New York system that serves primarily non-traditional adult students.
As the sole member of the donor relations office, Stephanie is responsible for all stewardship communications and
reporting, management of the scholarship program, and developing a comprehensive donor relations plan. She
previously served as Director of Special Events for The College of Saint Rose, a small private institution in Albany,
NY, and as a member of the Advancement Office and President’s Office staffs at Skidmore College. Stephanie
received her undergraduate degree from Hamilton College and a graduate degree in History from the University at
Albany.
Anne Manner-McLarty
CEO and Lead Strategist, Heurista
Anne Manner-McLarty is managing editor of the Journal of Donor Relations & Stewardship and lead consultant for
Heurista, a consulting firm focused on donor relations strategy and donor recognition program planning. Anne has
been an active member of ADRP since 2005, having served on the ADRP board from 2012-2014. She is a frequent
webinar and session presenter for ADRP and other professional organizations.
Jen McGrath
Associate Director, Donor Relations & Stewardship, Massachusetts Institute of Technology
Jen McGrath, is Director of Donor Relations and Stewardship at MIT. Her team of nine is responsible for fostering
the relationship between the Institute and its donors through activities that acknowledge, recognize, and report on
gifts to MIT— engaging donors in the life of the Institute in support of MIT’s $5 billion Campaign for a Better World.
SPEAKER BIOS
8th Annual New York City Regional Conference — March 9, 2018
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Prior to joining MIT in February 2017, she served as Boston University’s Director of Stewardship & Donor Relations.
As a past conference presenter and a Hub newsletter contributor, Jen has addressed giving society launches, online
donor recognition, ideas for productivity, comprehensive reporting programs, and other topics of particular interest to
seasoned professionals. Jen joined ADRP in 2010, and has been honored to serve as a session host, presenters coach,
and presenter for several International Conferences, a past member of Archives Project and Nominations Committee,
and as a member of the Board of Directors, beginning in 2015.
Debbie Meyers
Senior Director of Donor Relations, University of Maryland
Debbie currently heads up the donor relations team at the University of Maryland, after serving in donor relations
and stewardship roles at Carnegie Mellon University and the University of Florida Foundation. Debbie was Director
of Stewardship and Donor Relations at the University of Florida Foundation for nine years, serving as a central
resource to 45 development officers at 20 colleges and units. Her development career began in 1986 as Publications
Director for the health center development office at University of Florida. She also was Development and Alumni
Director at Bishop Moore Catholic High School, her alma mater. She is a founding board member for Association of
Donor Relations Professionals.
Jeff Muller
Director of Donor Communications & Stewardship, World Wildlife Fund
Jeff Muller’s team produces strategic work that cultivates, solicits, and stewards the institution’s donors, reinforcing
WWF’s mission and vision of a world where people live in harmony with nature. Jeff has amassed nearly 20 years of
philanthropy, marketing, and communications experience. For the past fifteen years he has helped to advance
environmental organizations of all sizes. In that time he has leveraged communications—both online and off– as well
as events and travel to build strong relationships and spur programmatic growth. A graduate of Carnegie Mellon
University, he also serves on the board of ADRP.
Symone New
Associate Director of Donor Relations & Stewardship, Planned Parenthood Federation of America
Symone New is the Associate Director of Donor Relations and Stewardship at Planned Parenthood Federation of
America (PPFA). In that role, she oversees the bi-annual Leadership Council Conference, a full-day programmatic
event for major donors. Prior to her time at PPFA, Symone worked at the Gay, Lesbian & Straight Education
Network. In her role, she spearheaded the bi-annual, bi-coastal GLSEN Respect Awards, managing logistics as broad
ranging as volunteer management, corporate engagement, sponsorship solicitation, and content development. In her
free time, Symone is a member of the Civil Liberties and Public Policy Program’s Fundraising Advisory Board and is
an active member of the Association of Fundraising Professionals’ NYC Chapter.
Roberta O’Hara
Associate Vice President for Donor Relations, Rutgers University Foundation
Roberta O’Hara joined the development staff at Princeton University in 1986, and over the years, rose in ranks,
eventually holding the senior leadership position in stewardship. In 2014, Roberta returned to her undergraduate
alma mater, Rutgers University, where she currently serves as Associate Vice President for Donor Relations, with
oversight of Events, Stewardship Accountability and Stewardship Recognition. Roberta was a founding member of
the New England Stewardship Conference, which ultimately became the Association of Donor Relations
Professionals. A frequent presenter at conferences, Roberta has also served as the inaugural treasurer of ADRP;
Content Chair, ADRP International Conference (2014); and Conference Chair, ADRP International Conference
(2015). Roberta holds a Bachelor’s degree in English and Psychology from Rutgers and a Master’s degree in English
Literature from Northeastern University.
SPEAKER BIOS
8th Annual New York City Regional Conference — March 9, 2018
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Corey Smentek
Associate Director, Donor Relations & Stewardship, Massachusetts Institute of Technology
Corey Smentek is the Associate Director of Donor Relations and Stewardship at MIT. In her role, she leads the
development and execution of both broad-based and individualized stewardship plans for major and principal gift
donors. Corey started at MIT in 2007 and began her tenure in trustee relations before entering the development
world to focus on volunteer management of the Corporation Development Committee, a standing committee of the
MIT Corporation that secures critical financial resources for the Institute. Since joining donor relations and
stewardship, Corey’s work has encompassed a wide-array of areas, including acknowledgments, reporting,
recognition, and engagement.
Mary Solomons
Executive Director of Donor Relations, Skidmore College
Mary Solomons has been in the advancement field for nearly 30 years, initially in the alumnae office of her alma
mater, Wellesley College. For the past 22 years she has been at Skidmore College in Saratoga Springs, New York,
first as Director of Alumni Affairs, and since 2000, overseeing the Office of Donor Relations. Skidmore College’s
tagline is Creative Thought Matters, and this mindset pervades every part of the College’s donor relations. Mary is
active with CASE, serving on the faculty of the 2007, 2009, 2014, and 2015 Donor Relations Conferences as well as a
speaker at the summer Institute for Advancement Services in July 2011. She served on the Board of Directors of the
Association of Donor Relations Professionals (ADRP) from 2008-2013 and has presented at numerous ADRP
conferences.
Carolyn Vivaldi
Assistant Vice President of Strategic Communications, Northwell Health
Carolyn Vivaldi has more than 30 years combined experience in marketing communications and stewardship
strategy. She has worked in mission-based, non-profit organizations, primarily in healthcare and higher education,
for the most of her career. Carolyn is passionate about leading and creating high performing teams by using
organizational development strategies and approaches. She joined Northwell Health, New York's largest employer,
with more than 63,000 employees, in 2015 as the Assistant Vice President of Strategic Communications. In 2016, she
created a blended strategic communications and donor engagement team. Prior to joining Northwell Health, Carolyn
was the Assistant Vice President of Strategic Communications and Donor Relations at Saint Joseph's University in
Philadelphia, PA. She holds a Master's degree in Organizational Development and Leadership and a Bachelor's
degree in Journalism.
Lynne Wester
Founder and Principal, Donor Relations Guru
Lynne Wester strongly believes that donor relations is the key to unlocking fundraising success and that
organizations must be as dedicated to the donor experience, or DX, as they are to the ask itself. Sometimes referred to
as the Olivia Pope of fundraising, Lynne helps organizations when they need it the most when crisis or opportunity
arrive. Lynne and her teammates at the Donor Relations Guru Group partner with nonprofits large and small on a
variety of initiatives, from developing sound strategy and vision to utilizing technology and creating meaningful
donor engagement—all designed to positively affect the fundraising bottom line. Lynne is regularly featured in
publications such as the Washington Post, Chronicle of Philanthropy, and CASE Currents and has authored three
books of her own on a myriad of industry topics. Lynne received her Bachelor’s degree from the University of South
Carolina, holds a Master’s degree in Strategic Fundraising and Philanthropy from BayPath University, and proudly
sports a DUCKtorate from the Disney Institute.
SPEAKER BIOS
8th Annual New York City Regional Conference — March 9, 2018
Page 11
A SPECIAL THANKS TO OUR KEYNOTE SPONSOR
AcademicWorks is the leading scholarship management platform used by
hundreds of colleges, universities, and foundations. The AcademicWorks
Scholarship Management Platform serves as a catalyst to improve student access
to scholarships, enhance donor engagement, and maximize fund utilization.
For more information, visit www.academicworks.com
8th Annual New York City Regional Conference — March 9, 2018
Page 12
A SPECIAL THANKS TO OUR PARTNER SPONSOR
For decades, Presentation Design Group has applied its artistry and passion to
the mission of philanthropy, creating architectural and interactive recognition
displays and plaques. We design intentionally to strengthen your donor family
and move others to support your important work. Professional empathy for your
complex responsibility inspired us to create giftmap, a dynamic data and mapping
tool to help you plan and manage funding opportunities and recognition
inventories across the campuses, buildings, and floors of your organization.
For more information, visit www.pdgdesign.net
8th Annual New York City Regional Conference — March 9, 2018
Page 13
ADDITIONAL SPONSORS
1157 designconcepts designs and fabricates custom donor recognition solutions, history displays, hall of
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8th Annual New York City Regional Conference — March 9, 2018
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ADDITIONAL SPONSORS
MD Designs by Metal Decor creates spectacular donor walls, signage, and awards, combining traditional
woods and metals with materials such as Corian, acrylics, laminates, marble, and crystal. It is our goal
to provide our clients with a custom creative donor wall or recognition award that inspires philanthropy,
aesthetically fits their facility, accommodates their donor programs, and is manufactured with the
highest quality lasting products. With over 50 years as the nation's largest donor wall and award
producer, we are committed to meeting all of your recognition needs.
For more information, visit www.mddesigns.com
At Harris Made, we are passionate about working with ADRP donor professionals to create custom gifts
to help recognize your top donors. Our gifts not only express your sincere gratitude but also help tell
your story and let your donors share their passion for your organization. Our ninth generation family-
owned mill in England proudly weaves the scarlet uniform fabric worn by the Queen’s Guard at
Buckingham Palace and is a recipient of a Royal Warrant, the ultimate seal of approval for exquisite
quality. We would love to be of service if like our growing roster of clients you too struggle to find unique
and affordable gifts ($10-$95) that are rich in tradition.
For more information, visit www.harrismade.com
8th Annual New York City Regional Conference — March 9, 2018
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ADDITIONAL SPONSORS
Heurista is a consulting firm that helps nonprofits engage and retain donors through
streamlined, industry-tested stewardship practices, meaningful storytelling, and
creative donor recognition solutions.
For more information, visit www.heurista.com
For over half a century, Honorcraft has delivered a potent fusion of experience and innovation in the
design and fabrication of all facets of donor recognition. While our clients have come to expect
unsurpassed quality, it is our commitment to their needs and preferences that provide them the unique
advantage of an Honorcraft relationship. LegacyCurator, a comprehensive service helps you discover,
preserve, and honor your philanthropic heritage. Walls go up. Plaques come down. Heritage fades. And
philanthropic momentum can be lost. We can help.
For more information, visit www.honorcraft.com
8th Annual New York City Regional Conference — March 9, 2018
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Save the Date for ADRP's 15th Annual International
Conference in St. Louis, Missouri!
Join us October 3 - 5, 2018 at ADRP's 15th Annual International Conference,
where we welcome donor relations and stewardship professionals from around the
world to learn, network, and share with each other their extensive knowledge and
expertise within the donor relations industry.
Have a great idea you want to share? Submit a proposal online at
www.adrp.net. The deadline is Tuesday, March 20, 2018.