welcome! [adrp.memberclicks.net] · 8th annual new york city regional conference — march 9, 2018...

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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!

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Page 1: Welcome! [adrp.memberclicks.net] · 8th Annual New York City Regional Conference — March 9, 2018 Page 2 8:30am – 9:10am REGISTRATION & BREAKFAST 2nd Floor Events Hall 9:15am –

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!

Page 2: Welcome! [adrp.memberclicks.net] · 8th Annual New York City Regional Conference — March 9, 2018 Page 2 8:30am – 9:10am REGISTRATION & BREAKFAST 2nd Floor Events Hall 9:15am –

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

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8th Annual New York City Regional Conference — March 9, 2018

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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

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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

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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

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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.

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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

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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

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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

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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

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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

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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

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ADDITIONAL SPONSORS

1157 designconcepts designs and fabricates custom donor recognition solutions, history displays, hall of

fame projects, plaques, room signage, and interactive displays. With a focus on the not-for-profit market,

the company services major colleges, leading healthcare institutions, independent schools, YMCAs, and

other organizations throughout the United States and Canada.

For more information, visit www.1157designconcepts.com

DONORWALL DESIGN GROUP provides one of a kind and off-the-shelf donor recognition solutions—

DONOR WALLS, DONOR PLAQUES, CUT LETTERS & DIGITAL DISPLAYS. Our specialty is paying

attention to who your organization is and how you want to be perceived. With that focus, our products

and service are considered industry benchmarks. Based on each institution's culture, tradition, and

clientele, our design team creates dynamic displays that engage donors, visitors, and staff to inspire new

and additional gifts, strengthen your brand, and honor your contributors. What sets us apart is we are

totally focused on you. Call us, e-mail us, or better yet visit our website www.donorwall.com—a picture

is worth a thousand words.

For more information, visit www.donorwall.com

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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

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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

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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.