50 Years

of Advancing

Philanthropy

ANNUAL EDUCATIONAL CONFERENCE

2019 Annual Educational ConferenceMarch 3 – 5 • Marriott Newport • Newport, Rhode Island

SIGNATURE SPONSOR

We hope you will join us at the NEAHP 2019 Annual Educational Conference as we celebrate 50 Years of Advancing Philanthropy! Along with the fantastic educational sessions for every level of experience our attendees have come to expect, you will also enjoy new offerings such as Sunday’s Asking Workshop, a new leadership level track: Dynamic Dialogues, and a 50th Anniversary party.

From small roundtable discussions to insightful and energetic plenary sessions, there are many opportunities to learn and network with and from your healthcare philanthropy colleagues. We hope to see you in the beautiful seaside town of Newport in March!

465 Waverley Oaks RoadSuite 421Waltham, MA 02452

CONFERENCE REGISTRATIONu Visit our website at www.neahp.org to register. You’ll also find complete conference details and agendas, including full descriptions of the individual sessions and speaker information.

ALSO AVAILABLE ONLINE…Registration Form (PDF) if you prefer to mail in your registration.

Downloadable Conference Handouts (PDF) for registrants, including speaker details and presentations. Available the week before the conference.

IMPORTANT NOTE: Conference attendees will receive conference folders with attendance lists and a complete schedule of events.

CONFERENCE REGISTRATIONConference Package Members Non-Members

Full Conference $490 ($450) $615 ($575)**

AHP Primer and Full Conference $735 ($675) $860 ($800)**

AHP Development Primer ONLY $245 ($225) $245 ($225)

Asking Workshop and Full Conference $635 ($575) $860 ($800)

Asking Workshop ONLY $145 ($125) $145 ($125)

One Day Conference - Monday ONLY $350 ($300) $350 ($300)

One Day Conference - Tuesday ONLY $350 ($300) $350 ($300)

(Prices in blue are EARLY BIRD RATES - Requires registration BEFORE FEBRUARY 15th)

** Fee includes a one year membership in NEAHP.

Cancellation/Refund Policy: Conference registrations cancelled within four weeks of the conference will be refunded at 100%, minus administrative fee of $25. Registrations cancelled within two weeks of the conference will be refunded at 50%, minus an administrative fee of $25. No other refunds will be issued. Cancellations should be emailed to info@neahp.org. All cancellations will be acknowledged within 48 hours. If your request is not acknowledged, call (781) 205-9400 to ensure that your email was received.

HOTEL RESERVATIONSHotel reservations are available at the Marriott Newport in Newport, Rhode Island. Conference attendees are eligible for a highly discounted rate of $139 per night until Thursday, February 14, 2019. To receive this rate please visit https://tinyurl.com/neahpnwpthotel, or use code NEA when making your reservation. Reservations by attendees may only be made by telephone at 1(800) 228-9290.

NEAHP Executive BoardRobin Popp, CFRE, President Jessica Symonds, President-Elect Martin Richman, CFRE, Immediate Past President Joanne Gregory, CFRE, VP, Finance/Treasurer John Donovan, CFRE, Assistant Treasurer Jennifer Clark, VP, Education Jeff Miller, CFRE, VP, Communications & Secretary Eileen O’Gara-Kurtis, VP, Membership

Conference CommitteeCo-ChairsGail Dexter, CFREJeffrey LaValley, M.Ed.

CommitteeDave ChaseJennifer ClarkBetsy Cross, CFREJennifer CummingsPaul CuocoRachel DamonLinda Dodge, CFREJohn Donovan, CFREJack Dresser, CFREJohn GarciaLaura GingrasAmy Graves-BeaudoinJoanne Gregory, CFRECathy LaRocca, M.Ed, MPHNatalee MartinEdith MillardLee Ann MooreEileen O’Gara-CurtisMatt ParksPamela Puleo, FAHP, CFREMartin Richman, CFRERich Solomon, CFRE

Invest in your professional development: visit the AHP and CFRE tables.

The New England Association for Healthcare Philanthropy (NEAHP) serves healthcare philanthropy professionals throughout New England. Partnering with the Association for Healthcare Philanthropy, the organization provides quality education, networking and other resources to enhance skills and results for members of both associations.

Sunday Intensive WorkshopsAHP Development Primer: A Workshop on the Fundamentals of Healthcare DevelopmentLooking for an intensive intro to healthcare philanthropy? Or maybe you need a great refresher? Plan to arrive early on Sunday for a full-day, comprehensive overview designed especially for professionals who are new to philanthropy or healthcare philanthropy.

This fast-paced workshop will focus on healthcare philanthropy as a profession and the role of a well-organized, broad-based program. The session will cover the key elements of philanthropic practice, including annual giving, major and capital giving and planned giving. In addition, faculty will touch upon organizational models and various constituent groups, such as individuals, corporations and foundations.

The AHP Primer is highly recommended for newcomers, support staff, board members, and philanthropy professionals new to healthcare. The program fee includes the all-day workshop, the AHP Primer CD/Manual, course notes, continental breakfast, breaks, and a light lunch.

The Asking WorkshopMaking the ask can be the most daunting of tasks for any heathcare fundraising professional. Getting this part right makes all the difference when engaging with your donors and prospects. If you’re seeking to develop your skills and confidence, as well as new approaches to interacting with donors and soliciting support for your organizations, The Asking Workshop is a must.

This in-depth workshop will inspire you to find new ways of engaging with your donors through team-based exercises that take you through the cycle of cultivation, from identification of a donor through solicitation and beyond. The workshop combines both theory and interactive role-play that will leave you feeling confident and equipped to successfully “make the ask” as part of your fundraising strategy.

The Asking Workshop is most valuable for newcomers and those new to making an ask. The program fee includes the half-day (12:00 PM – 4:00 PM) program on Sunday, course materials and a light lunch.

Welcome!Celebrate NEAHP’s 50th Anniversary at the NEAHP 2019 education conference brought to you by our Signature Sponsor, Ghiorsi & Sorrenti. This year we look forward to welcoming you to the beautiful seaside town of Newport, Rhode Island March 3-5, 2019!

Some of this year’s highlights include:

• The Asking Workshop, 4 hour session on Sunday created to develop skills and confidence in moving donors through the cycle of cultivation. New this year!

• Also new this year, Dynamic Dialogues, a leadership track tackling topics that keep Chief Advancement Officers, Executive Directors and other senior philanthropy professionals up at night.

• NEAHP’s 50th Anniversary Bash on Monday night at the Newport Blues Café!

This conference would not be possible without the support of our generous sponsors and exhibitors listed below.

Conference ChairsGail Dexter, CFRE Jeff LaValley, M.Ed.Concord Hospital Trust Community VNA

SIGNATURE SPONSOR

SPECIAL THANKS TO OUR 2019 SPONSORS

GOLD SPONSORSBCG Connect The Giving Collaborative

www.neahp.org#NEAHP19

SILVER SPONSORSAccordant PhilanthropyCopley Raff/Rising Tide DirectDonorSearchThe Gobel Group

Health GivingHonorcraftThompson & Associates

EXHIBITORSBorns Group/VDMCHH EngravingDaVinci Direct

The Field Companies Fulfillment CenterFive MaplesTrailblaze Marketing

50 Years

of Advancing

Philanthropy

ANNUAL EDUCATIONAL CONFERENCE

2019 Annual Educational ConferenceMarch 3 – 5 • Marriott Newport • Newport, Rhode Island

SIGNATURE SPONSOR

We hope you will join us at the NEAHP 2019 Annual Educational Conference as we celebrate 50 Years of Advancing Philanthropy! Along with the fantastic educational sessions for every level of experience our attendees have come to expect, you will also enjoy new offerings such as Sunday’s Asking Workshop, a new leadership level track: Dynamic Dialogues, and a 50th Anniversary party.

From small roundtable discussions to insightful and energetic plenary sessions, there are many opportunities to learn and network with and from your healthcare philanthropy colleagues. We hope to see you in the beautiful seaside town of Newport in March!

465 Waverley Oaks RoadSuite 421Waltham, MA 02452

CONFERENCE REGISTRATIONu Visit our website at www.neahp.org to register. You’ll also find complete conference details and agendas, including full descriptions of the individual sessions and speaker information.

ALSO AVAILABLE ONLINE…Registration Form (PDF) if you prefer to mail in your registration.

Downloadable Conference Handouts (PDF) for registrants, including speaker details and presentations. Available the week before the conference.

IMPORTANT NOTE: Conference attendees will receive conference folders with attendance lists and a complete schedule of events.

CONFERENCE REGISTRATIONConference Package Members Non-Members

Full Conference $490 ($450) $615 ($575)**

AHP Primer and Full Conference $735 ($675) $860 ($800)**

AHP Development Primer ONLY $245 ($225) $245 ($225)

Asking Workshop and Full Conference $635 ($575) $860 ($800)

Asking Workshop ONLY $145 ($125) $145 ($125)

One Day Conference - Monday ONLY $350 ($300) $350 ($300)

One Day Conference - Tuesday ONLY $350 ($300) $350 ($300)

(Prices in blue are EARLY BIRD RATES - Requires registration BEFORE FEBRUARY 15th)

** Fee includes a one year membership in NEAHP.

Cancellation/Refund Policy: Conference registrations cancelled within four weeks of the conference will be refunded at 100%, minus administrative fee of $25. Registrations cancelled within two weeks of the conference will be refunded at 50%, minus an administrative fee of $25. No other refunds will be issued. Cancellations should be emailed to info@neahp.org. All cancellations will be acknowledged within 48 hours. If your request is not acknowledged, call (781) 205-9400 to ensure that your email was received.

HOTEL RESERVATIONSHotel reservations are available at the Marriott Newport in Newport, Rhode Island. Conference attendees are eligible for a highly discounted rate of $139 per night until Thursday, February 14, 2019. To receive this rate please visit https://tinyurl.com/neahpnwpthotel, or use code NEA when making your reservation. Reservations by attendees may only be made by telephone at 1(800) 228-9290.

NEAHP Executive BoardRobin Popp, CFRE, President Jessica Symonds, President-Elect Martin Richman, CFRE, Immediate Past President Joanne Gregory, CFRE, VP, Finance/Treasurer John Donovan, CFRE, Assistant Treasurer Jennifer Clark, VP, Education Jeff Miller, CFRE, VP, Communications & Secretary Eileen O’Gara-Kurtis, VP, Membership

Conference CommitteeCo-ChairsGail Dexter, CFREJeffrey LaValley, M.Ed.

CommitteeDave ChaseJennifer ClarkBetsy Cross, CFREJennifer CummingsPaul CuocoRachel DamonLinda Dodge, CFREJohn Donovan, CFREJack Dresser, CFREJohn GarciaLaura GingrasAmy Graves-BeaudoinJoanne Gregory, CFRECathy LaRocca, M.Ed, MPHNatalee MartinEdith MillardLee Ann MooreEileen O’Gara-CurtisMatt ParksPamela Puleo, FAHP, CFREMartin Richman, CFRERich Solomon, CFRE

Invest in your professional development: visit the AHP and CFRE tables.

The New England Association for Healthcare Philanthropy (NEAHP) serves healthcare philanthropy professionals throughout New England. Partnering with the Association for Healthcare Philanthropy, the organization provides quality education, networking and other resources to enhance skills and results for members of both associations.

Sunday Intensive WorkshopsAHP Development Primer: A Workshop on the Fundamentals of Healthcare DevelopmentLooking for an intensive intro to healthcare philanthropy? Or maybe you need a great refresher? Plan to arrive early on Sunday for a full-day, comprehensive overview designed especially for professionals who are new to philanthropy or healthcare philanthropy.

This fast-paced workshop will focus on healthcare philanthropy as a profession and the role of a well-organized, broad-based program. The session will cover the key elements of philanthropic practice, including annual giving, major and capital giving and planned giving. In addition, faculty will touch upon organizational models and various constituent groups, such as individuals, corporations and foundations.

The AHP Primer is highly recommended for newcomers, support staff, board members, and philanthropy professionals new to healthcare. The program fee includes the all-day workshop, the AHP Primer CD/Manual, course notes, continental breakfast, breaks, and a light lunch.

The Asking WorkshopMaking the ask can be the most daunting of tasks for any heathcare fundraising professional. Getting this part right makes all the difference when engaging with your donors and prospects. If you’re seeking to develop your skills and confidence, as well as new approaches to interacting with donors and soliciting support for your organizations, The Asking Workshop is a must.

This in-depth workshop will inspire you to find new ways of engaging with your donors through team-based exercises that take you through the cycle of cultivation, from identification of a donor through solicitation and beyond. The workshop combines both theory and interactive role-play that will leave you feeling confident and equipped to successfully “make the ask” as part of your fundraising strategy.

The Asking Workshop is most valuable for newcomers and those new to making an ask. The program fee includes the half-day (12:00 PM – 4:00 PM) program on Sunday, course materials and a light lunch.

Welcome!Celebrate NEAHP’s 50th Anniversary at the NEAHP 2019 education conference brought to you by our Signature Sponsor, Ghiorsi & Sorrenti. This year we look forward to welcoming you to the beautiful seaside town of Newport, Rhode Island March 3-5, 2019!

Some of this year’s highlights include:

• The Asking Workshop, 4 hour session on Sunday created to develop skills and confidence in moving donors through the cycle of cultivation. New this year!

• Also new this year, Dynamic Dialogues, a leadership track tackling topics that keep Chief Advancement Officers, Executive Directors and other senior philanthropy professionals up at night.

• NEAHP’s 50th Anniversary Bash on Monday night at the Newport Blues Café!

This conference would not be possible without the support of our generous sponsors and exhibitors listed below.

Conference ChairsGail Dexter, CFRE Jeff LaValley, M.Ed.Concord Hospital Trust Community VNA

SIGNATURE SPONSOR

SPECIAL THANKS TO OUR 2019 SPONSORS

GOLD SPONSORSBCG Connect The Giving Collaborative

www.neahp.org#NEAHP19

SILVER SPONSORSAccordant PhilanthropyCopley Raff/Rising Tide DirectDonorSearchThe Gobel Group

Health GivingHonorcraftThompson & Associates

EXHIBITORSBorns Group/VDMCHH EngravingDaVinci Direct

The Field Companies Fulfillment CenterFive MaplesTrailblaze Marketing

SessionsMONDAY 10:45 AM – 12:00 NOONAin’t It Good to Know You’ve Got a Friend? The healthcare environment can be challenging to navigate. How might we provide for those donors who have been champions for us and show them gratitude? Come hear about our journey to establish the Friend of the Foundation program at Newport Hospital, and come share your ideas and best practices on donor amenity programs.Loriana De Crescenzo, Chief Development Officer, Newport Hospital FoundationSara Meirowitz, Senior Donor Relations Officer, Newport Hospital FoundationProfessional Level: All Staff Size: Med (4-6)

Building a Successful Clinician Engagement Program: Are you Maximizing Opportunities for Partnerships?We know patients give back because of their gratitude for the care they have received. Yet, engaging clinicians to identify and introduce us to grateful patients has always proven difficult. This session demonstrates how to build a program that identifies, recruits and trains a strategic number of clinicians (both physicians AND nurses) to be champions in philanthropy, resulting in more referrals and more dollars raised.Chad Gobel, CEO & Founder, Gobel Group Professional Level: All Staff Size: All

To Bequest or Not to Bequest, That is the QuestionAre you looking for a way to grow your giving by 100 times your current annual gifts? This session is a must see. Learn how simple bequest strategies can help you grow your total giving each year. Whether you’re a shop of one or many, having a bequest program is key to your short-term and long-term success.John Garcia, Planned Giving Officer, LifespanProfessional Level: Beginner (1-2 years) Staff Size: All

Running with scissors See Dynamic Dialogues sidebar for more information.Moderated by: David Garamella, CFRE, CEO, The Giving Collaborative

MONDAY 2:00 PM – 3:15 PMAnnual Giving Beyond Direct Mail Dana-Farber utilizes naming opportunity displays and other special programs and tactics to engage donors and cultivate up the pipeline. Learn how Dana-Farber’s Annual Giving team utilizes various prospect management tools and fundraising programs beyond direct mail to renew donors and continue to draw in new donors.Michela D. Mesa, Director, Annual Giving, Dana-Farber Cancer InstituteCaitlin Fink, Sr. Director, Annual Giving, Dana-Farber Cancer InstituteProfessional Level: All Staff Size: All

Building a Grateful Patient Program: In Partnership with Your Medical StaffA strong Grateful Patient program is at the heart of trying to foster a culture of gratitude among our patients throughout our organizations. In partnership with our Medical Staff Committee of the Foundation Board of Trustees, hear firsthand how South Shore Health’s robust Grateful Patient Program was developed and implemented with buy in from leadership at all levels.Jessica Symonds, Senior Director, South Shore Health FoundationDoreen Kennedy McLaughlin, MD, Board Member, South Shore Health FoundationJohn Walsh, MD, Immediate Past President, Medical Staff, Board Member, South Shore Health FoundationRichard Sullivan, MD, Chair, South Shore Health FoundationProfessional Level: All Staff Size: All

Build a Dynamic Principal Gifts ProgramLearn about our experiences maximizing philanthropic capacity at a regional community hospital. We will share the strategies, plans and specifics used to grow our major gift program to include highly impactful 7- and 8- figure gifts, which have significantly impacted our hospital and the community it serves.Seamus Collins, Vice President, Development, Western CT Health NetworkGrace Linhard, Chief Development Officer, Western CT Health NetworkProfessional Level: All Staff Size: All

The Narrowing Pyramid and Adjusting to the Changing Mindset of our Top DonorsSee Dynamic Dialogues sidebar for more information.

Moderated by: Jack Dresser, Chief Philanthropy Officer, Southcoast Health

MONDAY 3:45 PM – 5:00 PMAn Introduction to OKRs: How Operations Changed Office-Wide Goal Setting Learn how to set goals like Google and Intel! BIDMC implemented the OKR method of goal setting, which unified office productivity toward a singular focus. This presentation will cover: what is an OKR? How does this method work? Ways to help you implement at your shop, and tools to measure your progress.Shannon Reinke, MBA, Senior Director, Development Operations, Beth Israel Deaconess Medical CenterProfessional Level: Intermediate/Advanced (3-6+ years) Staff Size: All

A Road Map to Monthly Giving SuccessLooking for sustainable and unrestricted revenue? Attendees will come away with a road map that defines implementing (or growing) a monthly donor program. Learn to organize your program, take secure donations, explore channels to acquire new monthly donors, tips to retain and upgrade them, and generate annualized reports.Erica Waasdorp, President, A Direct SolutionCo-Presenter, TBDProfessional Level: Intermediate (3-5 years) Staff Size: All

Major Gifts: They’re More Important than EverWhatever the size of your shop, it is not only possible but essential to cultivate and foster a major gift program. Learn how major gifts fit into an overall development program, distinct from event fundraisers and annual funds. The right major gift can transform your organization!Maryellen Burke, Major Gift Officer, Wentworth-Douglas HospitalProfessional Level: All Staff Size: All

Swinging with the C-Suite: Taking Philanthropy to the Next Level See Dynamic Dialogues sidebar for more information.Moderated by: Alice Ayres, President, AHP and Dan Sorrenti, Founder and President, Ghiorsi & Sorrenti, Inc.

Schedule At A GlanceSUNDAY, MARCH 37:30 AM-8:00 AM Primer Registration and Breakfast8:00 AM-4:00 PM Development Primer12:00 PM-4:00 PM Asking Workshop3:00 PM-6:00 PM Conference Registration4:00 PM-5:00 PM Newcomers’ Reception First NEAHP conference? Meet other attendees.5:15 PM-6:30 PM Opening Plenary

Colleen Kelly AlexanderPurposeful Work with Gratitude

Colleen will share her story of survival, purpose, and gratitude as she has endured 31 surgeries.You will be motivated by her amazing attitude and gain a stronger sense of purpose, understand the importance of gratitude and listen to how a chronic patient/survivor story can both benefit from and inspire your work supporting health care every day.

6:30 PM Opening Reception and Networking provided by Conference Sponsors and Exhibitors9:00 PM Dessert in the Skiff Bar

MONDAY, MARCH 47:30 AM-8:45 AM Breakfast and Roundtable Sessions8:45 AM-10:00 AM Keynote Session

Chad GobelFuture of Healthcare Philanthropy: Gratitude over Wealth

Today, donors don’t give because of hospitals or clinical programs. Donors give to honor the individuals who were instrumental in their care. Research proves the relationship between giving and healing, solidifying philanthropy’s place in the clinical experience. How might our work change if we put gratitude rather than wealth first?

10:00 AM-10:45 AM Coffee Break with Exhibitors10:45 AM-12:00 PM Educational Sessions12:00 PM-1:45 PM Distinguished Service to Philanthropy Luncheon2:00 PM-3:15 PM Educational Sessions3:15 PM-3:45 PM Snack Break with Exhibitors3:45 PM-5:00 PM Educational Sessions6:30 PM-10:30 PM 50th Anniversary Celebration Newport Blues Café

TUESDAY, MARCH 57:30 AM-8:00 AM Breakfast8:00 AM-9:00 AM NEAHP Annual Business Meeting and AHP Greetings and Report9:15 AM-10:30 AM Educational Sessions10:30 AM-10:45 AM Coffee Break10:45 AM-12:00 PM Educational Sessions12:15PM-1:30 PM Boxed Lunch and Closing Plenary

Julia Campbell, MPA, Consultant, Nonprofit Storytelling and Social Media StrategyHow to Use Storytelling Throughout the Donor Journey

Nonprofit fundraisers know that effective storytelling is vital to building long-term sustainable support for their cause. Compelling stories grab attention, inspire emotion, and have the potential to turn passive donors into passionate advocates.

However, not all of your donors are created equal - and not all of them are in the same stage of their journey with you. So why are you telling them all the same story?

In this session, digital storytelling expert Julia Campbell will share some of most powerful ways that storytelling can be used throughout the donor journey to inspire people to take action and deepen their engagement with your work. She will share actionable strategies and real-world examples of small and mid-size nonprofits using digital storytelling to amplify their ideas and grow their movements.

Conference is Adjourned

Creating a Philanthropic Culture That Fosters Planned GiftsPlanned giving enables philanthropic individuals to make significant and transformational gifts that are significant to the donor. Cape Cod Healthcare Foundation has used its annual fund, major gift officers and donor events strategically to create, sustain and enrich its successful planned giving program.Beth Howard, Manager of Annual Giving, Cape Cod Healthcare FoundationJennifer Lutz, Development Officer, Cape Cod Healthcare FoundationNancy Leanues, Executive Director of Gift Planning, Cape Cod Healthcare FoundationProfessional Level: All Staff Size: Large (6+) / Even Larger (10+)

DYNAMIC DIALOGUESThink of it as a mini-conference for leadership staff only! Dynamic Dialogues dives into topics that keep you up at night. Facilitated by industry movers and shakers, these three interactive sessions provide a forum where tough issues can be discussed candidly among peers. All sessions run concurrent to the Conference’s Monday breakout schedule. Dynamic Dialogues is open exclusively to Chief Advancement Officers, Executive Directors, and other senior-most philanthropy professionals.

Running with scissors This highly interactive workshop gathers some world class Healthcare Philanthropy thinkers to tackle what’s new and urgent in our profession. How do we keep up and find innovative ways to advance healthcare to transform quality care, medical education and society through advancement practice? What are the risks and the dangers we face? How do we keep going and succeed in challenging timesModerated by: David Garamella, CFRE, CEO, The Giving Collaborative

The Narrowing Pyramid and Adjusting to the Changing Mindset of our Top DonorsAccording to research conducted by Blackbaud and other industry leaders, organizations are relying more and more on fewer leadership donors to grow or just maintain their philanthropic revenues. At the same time, leadership donors are demanding an increasing level of engagement from the organizations they support. Learn from this panel of seasoned consultants about programs and strategies they have implemented to ensure their clients aren’t left behind by the changing mindset of our top donors. Facilitator: Jack Dresser, CFRE, Chief Philanthropy Officer, Southcoast HealthPanel: John Donovan, CFRE Principal Consultant, Accordant Philanthropy Vince McElligott, FCEP, Vice President, Thompson & Associates Bill Mountcastle, MPA, President & CEO, Health Giving Larry Raff, MPH, President, Copley Raff

Swinging with the C-Suite: Taking Philanthropy to the Next LevelThere is an undeniable benefit to fundraising and your capital campaigns when the CEO and others in the C-Suite work as a team with the CDO, who has a seat at the table as a member of senior leadership and a voice in the strategic direction of the organization. Donor engagement is stronger. Gifts are more impactful. Image and branding improve. Long-term relationships are developed and cultivated. Why, then, does C-Suite participation continue to pose such a challenge? Join in a discussion with a panel of CEOs and CDOs as they share their thoughts, experiences, strategies and roadmaps along their journey to more productive philanthropy.Moderated by: Alice Ayres, President, AHP and Dan Sorrenti, Founder and President, Ghiorsi & Sorrenti, Inc.

TUESDAY 9:15 AM – 10:30 AMLet’s Get Digital: Digital Strategy & Social Media in Fundraising Learn best practices to position your organization for long-term success in digital strategy and social media as part of a larger fundraising plan. This session will demonstrate how to establish a high-end web presence before shifting the focus to social media. Attendees will leave equipped with best practices for properly integrating social media into an existing fundraising plan.Marlene Roberti, Director of Business Development, Community VNAChristopher Parisi, President, Trailblaze MarketingProfessional Level: Intermediate (3-5 years) Staff Size: Sm (3 or less)/Med (4-6)

The Perennial Millennial Conundrum: How to Reach this Elusive Prospect Base There are nearly 80 million millennials in the US and most remain on the giving sidelines. Can they be persuaded to make meaningful gifts? This session features personal commentary by actual millennials, who have developed a social media platform and e-fundraising app that appeals to millennials on their turf, along with a group discussion on your experience in reaching the elusive Perennial Millennial donor market.Pete Ghiorse, Co-Founder and CEO, GiveTideMatthew R. Ghiorsi, MBA, Vice President for Strategy and Operations, Ghiorsi & Sorrenti, Inc.Martin Richman, Executive Director of Advancement, UMass Memorial Medical CenterProfessional Level: All Staff Size: All

Intelligent Project Selection for Program SuccessMany campaigns focus on capital projects. Aligning your campaign or ongoing fundraising efforts with your organization’s strategic plan allows you to be nimble and donor-focused. Hear a success story from a healthcare system spanning four hospitals across two states.Tricia Huston, Director, Resource Development, GuthrieNancy Simpson-Banker, FAHP, Principal Consultant, Accordant PhilanthropyProfessional Level: All Staff Size: All

TUESDAY 10:45 AM – NOONBuilding Financial Rapport with DonorsThis session explores the financial issues high net worth Individuals and households consider when making philanthropy decisions. Gift officers will learn to improve their interpersonal and financial rapport with donors, and to help guide gift conversations more effectively and learn the implications of the new tax law.Larry G. Raff, MPH, President, Copley Raff Inc.Co-Presenter, TBDProfessional Level: Advanced (6+ years) Staff Size: Med (4-6) / Lg (6+) / Even Larger (10+)

Not Your Typical GalaJust because you’ve always done it that way, doesn’t mean that you should perpetuate the same formula for your annual fundraising event. Come hear how Newport Hospital made a bold move to re-design their summer gala to meet constituent needs and elevate philanthropy, and share your ideas and best practices on major event fundraising.Loriana De Crescenzo, Chief Development Officer, Newport Hospital FoundationKelley Coen, Major Gifts Officer, Newport Hospital FoundationProfessional Level: All Staff Size: Medium (4-6 staff)

SessionsMONDAY 10:45 AM – 12:00 NOONAin’t It Good to Know You’ve Got a Friend? The healthcare environment can be challenging to navigate. How might we provide for those donors who have been champions for us and show them gratitude? Come hear about our journey to establish the Friend of the Foundation program at Newport Hospital, and come share your ideas and best practices on donor amenity programs.Loriana De Crescenzo, Chief Development Officer, Newport Hospital FoundationSara Meirowitz, Senior Donor Relations Officer, Newport Hospital FoundationProfessional Level: All Staff Size: Med (4-6)

Building a Successful Clinician Engagement Program: Are you Maximizing Opportunities for Partnerships?We know patients give back because of their gratitude for the care they have received. Yet, engaging clinicians to identify and introduce us to grateful patients has always proven difficult. This session demonstrates how to build a program that identifies, recruits and trains a strategic number of clinicians (both physicians AND nurses) to be champions in philanthropy, resulting in more referrals and more dollars raised.Chad Gobel, CEO & Founder, Gobel Group Professional Level: All Staff Size: All

To Bequest or Not to Bequest, That is the QuestionAre you looking for a way to grow your giving by 100 times your current annual gifts? This session is a must see. Learn how simple bequest strategies can help you grow your total giving each year. Whether you’re a shop of one or many, having a bequest program is key to your short-term and long-term success.John Garcia, Planned Giving Officer, LifespanProfessional Level: Beginner (1-2 years) Staff Size: All

Running with scissors See Dynamic Dialogues sidebar for more information.Moderated by: David Garamella, CFRE, CEO, The Giving Collaborative

MONDAY 2:00 PM – 3:15 PMAnnual Giving Beyond Direct Mail Dana-Farber utilizes naming opportunity displays and other special programs and tactics to engage donors and cultivate up the pipeline. Learn how Dana-Farber’s Annual Giving team utilizes various prospect management tools and fundraising programs beyond direct mail to renew donors and continue to draw in new donors.Michela D. Mesa, Director, Annual Giving, Dana-Farber Cancer InstituteCaitlin Fink, Sr. Director, Annual Giving, Dana-Farber Cancer InstituteProfessional Level: All Staff Size: All

Building a Grateful Patient Program: In Partnership with Your Medical StaffA strong Grateful Patient program is at the heart of trying to foster a culture of gratitude among our patients throughout our organizations. In partnership with our Medical Staff Committee of the Foundation Board of Trustees, hear firsthand how South Shore Health’s robust Grateful Patient Program was developed and implemented with buy in from leadership at all levels.Jessica Symonds, Senior Director, South Shore Health FoundationDoreen Kennedy McLaughlin, MD, Board Member, South Shore Health FoundationJohn Walsh, MD, Immediate Past President, Medical Staff, Board Member, South Shore Health FoundationRichard Sullivan, MD, Chair, South Shore Health FoundationProfessional Level: All Staff Size: All

Build a Dynamic Principal Gifts ProgramLearn about our experiences maximizing philanthropic capacity at a regional community hospital. We will share the strategies, plans and specifics used to grow our major gift program to include highly impactful 7- and 8- figure gifts, which have significantly impacted our hospital and the community it serves.Seamus Collins, Vice President, Development, Western CT Health NetworkGrace Linhard, Chief Development Officer, Western CT Health NetworkProfessional Level: All Staff Size: All

The Narrowing Pyramid and Adjusting to the Changing Mindset of our Top DonorsSee Dynamic Dialogues sidebar for more information.

Moderated by: Jack Dresser, Chief Philanthropy Officer, Southcoast Health

MONDAY 3:45 PM – 5:00 PMAn Introduction to OKRs: How Operations Changed Office-Wide Goal Setting Learn how to set goals like Google and Intel! BIDMC implemented the OKR method of goal setting, which unified office productivity toward a singular focus. This presentation will cover: what is an OKR? How does this method work? Ways to help you implement at your shop, and tools to measure your progress.Shannon Reinke, MBA, Senior Director, Development Operations, Beth Israel Deaconess Medical CenterProfessional Level: Intermediate/Advanced (3-6+ years) Staff Size: All

A Road Map to Monthly Giving SuccessLooking for sustainable and unrestricted revenue? Attendees will come away with a road map that defines implementing (or growing) a monthly donor program. Learn to organize your program, take secure donations, explore channels to acquire new monthly donors, tips to retain and upgrade them, and generate annualized reports.Erica Waasdorp, President, A Direct SolutionCo-Presenter, TBDProfessional Level: Intermediate (3-5 years) Staff Size: All

Major Gifts: They’re More Important than EverWhatever the size of your shop, it is not only possible but essential to cultivate and foster a major gift program. Learn how major gifts fit into an overall development program, distinct from event fundraisers and annual funds. The right major gift can transform your organization!Maryellen Burke, Major Gift Officer, Wentworth-Douglas HospitalProfessional Level: All Staff Size: All

Swinging with the C-Suite: Taking Philanthropy to the Next Level See Dynamic Dialogues sidebar for more information.Moderated by: Alice Ayres, President, AHP and Dan Sorrenti, Founder and President, Ghiorsi & Sorrenti, Inc.

Schedule At A GlanceSUNDAY, MARCH 37:30 AM-8:00 AM Primer Registration and Breakfast8:00 AM-4:00 PM Development Primer12:00 PM-4:00 PM Asking Workshop3:00 PM-6:00 PM Conference Registration4:00 PM-5:00 PM Newcomers’ Reception First NEAHP conference? Meet other attendees.5:15 PM-6:30 PM Opening Plenary

Colleen Kelly AlexanderPurposeful Work with Gratitude

Colleen will share her story of survival, purpose, and gratitude as she has endured 31 surgeries.You will be motivated by her amazing attitude and gain a stronger sense of purpose, understand the importance of gratitude and listen to how a chronic patient/survivor story can both benefit from and inspire your work supporting health care every day.

6:30 PM Opening Reception and Networking provided by Conference Sponsors and Exhibitors9:00 PM Dessert in the Skiff Bar

MONDAY, MARCH 47:30 AM-8:45 AM Breakfast and Roundtable Sessions8:45 AM-10:00 AM Keynote Session

Chad GobelFuture of Healthcare Philanthropy: Gratitude over Wealth

Today, donors don’t give because of hospitals or clinical programs. Donors give to honor the individuals who were instrumental in their care. Research proves the relationship between giving and healing, solidifying philanthropy’s place in the clinical experience. How might our work change if we put gratitude rather than wealth first?

10:00 AM-10:45 AM Coffee Break with Exhibitors10:45 AM-12:00 PM Educational Sessions12:00 PM-1:45 PM Distinguished Service to Philanthropy Luncheon2:00 PM-3:15 PM Educational Sessions3:15 PM-3:45 PM Snack Break with Exhibitors3:45 PM-5:00 PM Educational Sessions6:30 PM-10:30 PM 50th Anniversary Celebration Newport Blues Café

TUESDAY, MARCH 57:30 AM-8:00 AM Breakfast8:00 AM-9:00 AM NEAHP Annual Business Meeting and AHP Greetings and Report9:15 AM-10:30 AM Educational Sessions10:30 AM-10:45 AM Coffee Break10:45 AM-12:00 PM Educational Sessions12:15PM-1:30 PM Boxed Lunch and Closing Plenary

Julia Campbell, MPA, Consultant, Nonprofit Storytelling and Social Media StrategyHow to Use Storytelling Throughout the Donor Journey

Nonprofit fundraisers know that effective storytelling is vital to building long-term sustainable support for their cause. Compelling stories grab attention, inspire emotion, and have the potential to turn passive donors into passionate advocates.

However, not all of your donors are created equal - and not all of them are in the same stage of their journey with you. So why are you telling them all the same story?

In this session, digital storytelling expert Julia Campbell will share some of most powerful ways that storytelling can be used throughout the donor journey to inspire people to take action and deepen their engagement with your work. She will share actionable strategies and real-world examples of small and mid-size nonprofits using digital storytelling to amplify their ideas and grow their movements.

Conference is Adjourned

Creating a Philanthropic Culture That Fosters Planned GiftsPlanned giving enables philanthropic individuals to make significant and transformational gifts that are significant to the donor. Cape Cod Healthcare Foundation has used its annual fund, major gift officers and donor events strategically to create, sustain and enrich its successful planned giving program.Beth Howard, Manager of Annual Giving, Cape Cod Healthcare FoundationJennifer Lutz, Development Officer, Cape Cod Healthcare FoundationNancy Leanues, Executive Director of Gift Planning, Cape Cod Healthcare FoundationProfessional Level: All Staff Size: Large (6+) / Even Larger (10+)

DYNAMIC DIALOGUESThink of it as a mini-conference for leadership staff only! Dynamic Dialogues dives into topics that keep you up at night. Facilitated by industry movers and shakers, these three interactive sessions provide a forum where tough issues can be discussed candidly among peers. All sessions run concurrent to the Conference’s Monday breakout schedule. Dynamic Dialogues is open exclusively to Chief Advancement Officers, Executive Directors, and other senior-most philanthropy professionals.

Running with scissors This highly interactive workshop gathers some world class Healthcare Philanthropy thinkers to tackle what’s new and urgent in our profession. How do we keep up and find innovative ways to advance healthcare to transform quality care, medical education and society through advancement practice? What are the risks and the dangers we face? How do we keep going and succeed in challenging timesModerated by: David Garamella, CFRE, CEO, The Giving Collaborative

The Narrowing Pyramid and Adjusting to the Changing Mindset of our Top DonorsAccording to research conducted by Blackbaud and other industry leaders, organizations are relying more and more on fewer leadership donors to grow or just maintain their philanthropic revenues. At the same time, leadership donors are demanding an increasing level of engagement from the organizations they support. Learn from this panel of seasoned consultants about programs and strategies they have implemented to ensure their clients aren’t left behind by the changing mindset of our top donors. Facilitator: Jack Dresser, CFRE, Chief Philanthropy Officer, Southcoast HealthPanel: John Donovan, CFRE Principal Consultant, Accordant Philanthropy Vince McElligott, FCEP, Vice President, Thompson & Associates Bill Mountcastle, MPA, President & CEO, Health Giving Larry Raff, MPH, President, Copley Raff

Swinging with the C-Suite: Taking Philanthropy to the Next LevelThere is an undeniable benefit to fundraising and your capital campaigns when the CEO and others in the C-Suite work as a team with the CDO, who has a seat at the table as a member of senior leadership and a voice in the strategic direction of the organization. Donor engagement is stronger. Gifts are more impactful. Image and branding improve. Long-term relationships are developed and cultivated. Why, then, does C-Suite participation continue to pose such a challenge? Join in a discussion with a panel of CEOs and CDOs as they share their thoughts, experiences, strategies and roadmaps along their journey to more productive philanthropy.Moderated by: Alice Ayres, President, AHP and Dan Sorrenti, Founder and President, Ghiorsi & Sorrenti, Inc.

TUESDAY 9:15 AM – 10:30 AMLet’s Get Digital: Digital Strategy & Social Media in Fundraising Learn best practices to position your organization for long-term success in digital strategy and social media as part of a larger fundraising plan. This session will demonstrate how to establish a high-end web presence before shifting the focus to social media. Attendees will leave equipped with best practices for properly integrating social media into an existing fundraising plan.Marlene Roberti, Director of Business Development, Community VNAChristopher Parisi, President, Trailblaze MarketingProfessional Level: Intermediate (3-5 years) Staff Size: Sm (3 or less)/Med (4-6)

The Perennial Millennial Conundrum: How to Reach this Elusive Prospect Base There are nearly 80 million millennials in the US and most remain on the giving sidelines. Can they be persuaded to make meaningful gifts? This session features personal commentary by actual millennials, who have developed a social media platform and e-fundraising app that appeals to millennials on their turf, along with a group discussion on your experience in reaching the elusive Perennial Millennial donor market.Pete Ghiorse, Co-Founder and CEO, GiveTideMatthew R. Ghiorsi, MBA, Vice President for Strategy and Operations, Ghiorsi & Sorrenti, Inc.Martin Richman, Executive Director of Advancement, UMass Memorial Medical CenterProfessional Level: All Staff Size: All

Intelligent Project Selection for Program SuccessMany campaigns focus on capital projects. Aligning your campaign or ongoing fundraising efforts with your organization’s strategic plan allows you to be nimble and donor-focused. Hear a success story from a healthcare system spanning four hospitals across two states.Tricia Huston, Director, Resource Development, GuthrieNancy Simpson-Banker, FAHP, Principal Consultant, Accordant PhilanthropyProfessional Level: All Staff Size: All

TUESDAY 10:45 AM – NOONBuilding Financial Rapport with DonorsThis session explores the financial issues high net worth Individuals and households consider when making philanthropy decisions. Gift officers will learn to improve their interpersonal and financial rapport with donors, and to help guide gift conversations more effectively and learn the implications of the new tax law.Larry G. Raff, MPH, President, Copley Raff Inc.Co-Presenter, TBDProfessional Level: Advanced (6+ years) Staff Size: Med (4-6) / Lg (6+) / Even Larger (10+)

Not Your Typical GalaJust because you’ve always done it that way, doesn’t mean that you should perpetuate the same formula for your annual fundraising event. Come hear how Newport Hospital made a bold move to re-design their summer gala to meet constituent needs and elevate philanthropy, and share your ideas and best practices on major event fundraising.Loriana De Crescenzo, Chief Development Officer, Newport Hospital FoundationKelley Coen, Major Gifts Officer, Newport Hospital FoundationProfessional Level: All Staff Size: Medium (4-6 staff)

SessionsMONDAY 10:45 AM – 12:00 NOONAin’t It Good to Know You’ve Got a Friend? The healthcare environment can be challenging to navigate. How might we provide for those donors who have been champions for us and show them gratitude? Come hear about our journey to establish the Friend of the Foundation program at Newport Hospital, and come share your ideas and best practices on donor amenity programs.Loriana De Crescenzo, Chief Development Officer, Newport Hospital FoundationSara Meirowitz, Senior Donor Relations Officer, Newport Hospital FoundationProfessional Level: All Staff Size: Med (4-6)

Building a Successful Clinician Engagement Program: Are you Maximizing Opportunities for Partnerships?We know patients give back because of their gratitude for the care they have received. Yet, engaging clinicians to identify and introduce us to grateful patients has always proven difficult. This session demonstrates how to build a program that identifies, recruits and trains a strategic number of clinicians (both physicians AND nurses) to be champions in philanthropy, resulting in more referrals and more dollars raised.Chad Gobel, CEO & Founder, Gobel Group Professional Level: All Staff Size: All

To Bequest or Not to Bequest, That is the QuestionAre you looking for a way to grow your giving by 100 times your current annual gifts? This session is a must see. Learn how simple bequest strategies can help you grow your total giving each year. Whether you’re a shop of one or many, having a bequest program is key to your short-term and long-term success.John Garcia, Planned Giving Officer, LifespanProfessional Level: Beginner (1-2 years) Staff Size: All

Running with scissors See Dynamic Dialogues sidebar for more information.Moderated by: David Garamella, CFRE, CEO, The Giving Collaborative

MONDAY 2:00 PM – 3:15 PMAnnual Giving Beyond Direct Mail Dana-Farber utilizes naming opportunity displays and other special programs and tactics to engage donors and cultivate up the pipeline. Learn how Dana-Farber’s Annual Giving team utilizes various prospect management tools and fundraising programs beyond direct mail to renew donors and continue to draw in new donors.Michela D. Mesa, Director, Annual Giving, Dana-Farber Cancer InstituteCaitlin Fink, Sr. Director, Annual Giving, Dana-Farber Cancer InstituteProfessional Level: All Staff Size: All

Building a Grateful Patient Program: In Partnership with Your Medical StaffA strong Grateful Patient program is at the heart of trying to foster a culture of gratitude among our patients throughout our organizations. In partnership with our Medical Staff Committee of the Foundation Board of Trustees, hear firsthand how South Shore Health’s robust Grateful Patient Program was developed and implemented with buy in from leadership at all levels.Jessica Symonds, Senior Director, South Shore Health FoundationDoreen Kennedy McLaughlin, MD, Board Member, South Shore Health FoundationJohn Walsh, MD, Immediate Past President, Medical Staff, Board Member, South Shore Health FoundationRichard Sullivan, MD, Chair, South Shore Health FoundationProfessional Level: All Staff Size: All

Build a Dynamic Principal Gifts ProgramLearn about our experiences maximizing philanthropic capacity at a regional community hospital. We will share the strategies, plans and specifics used to grow our major gift program to include highly impactful 7- and 8- figure gifts, which have significantly impacted our hospital and the community it serves.Seamus Collins, Vice President, Development, Western CT Health NetworkGrace Linhard, Chief Development Officer, Western CT Health NetworkProfessional Level: All Staff Size: All

The Narrowing Pyramid and Adjusting to the Changing Mindset of our Top DonorsSee Dynamic Dialogues sidebar for more information.

Moderated by: Jack Dresser, Chief Philanthropy Officer, Southcoast Health

MONDAY 3:45 PM – 5:00 PMAn Introduction to OKRs: How Operations Changed Office-Wide Goal Setting Learn how to set goals like Google and Intel! BIDMC implemented the OKR method of goal setting, which unified office productivity toward a singular focus. This presentation will cover: what is an OKR? How does this method work? Ways to help you implement at your shop, and tools to measure your progress.Shannon Reinke, MBA, Senior Director, Development Operations, Beth Israel Deaconess Medical CenterProfessional Level: Intermediate/Advanced (3-6+ years) Staff Size: All

A Road Map to Monthly Giving SuccessLooking for sustainable and unrestricted revenue? Attendees will come away with a road map that defines implementing (or growing) a monthly donor program. Learn to organize your program, take secure donations, explore channels to acquire new monthly donors, tips to retain and upgrade them, and generate annualized reports.Erica Waasdorp, President, A Direct SolutionCo-Presenter, TBDProfessional Level: Intermediate (3-5 years) Staff Size: All

Major Gifts: They’re More Important than EverWhatever the size of your shop, it is not only possible but essential to cultivate and foster a major gift program. Learn how major gifts fit into an overall development program, distinct from event fundraisers and annual funds. The right major gift can transform your organization!Maryellen Burke, Major Gift Officer, Wentworth-Douglas HospitalProfessional Level: All Staff Size: All

Swinging with the C-Suite: Taking Philanthropy to the Next Level See Dynamic Dialogues sidebar for more information.Moderated by: Alice Ayres, President, AHP and Dan Sorrenti, Founder and President, Ghiorsi & Sorrenti, Inc.

Schedule At A GlanceSUNDAY, MARCH 37:30 AM-8:00 AM Primer Registration and Breakfast8:00 AM-4:00 PM Development Primer12:00 PM-4:00 PM Asking Workshop3:00 PM-6:00 PM Conference Registration4:00 PM-5:00 PM Newcomers’ Reception First NEAHP conference? Meet other attendees.5:15 PM-6:30 PM Opening Plenary

Colleen Kelly AlexanderPurposeful Work with Gratitude

Colleen will share her story of survival, purpose, and gratitude as she has endured 31 surgeries.You will be motivated by her amazing attitude and gain a stronger sense of purpose, understand the importance of gratitude and listen to how a chronic patient/survivor story can both benefit from and inspire your work supporting health care every day.

6:30 PM Opening Reception and Networking provided by Conference Sponsors and Exhibitors9:00 PM Dessert in the Skiff Bar

MONDAY, MARCH 47:30 AM-8:45 AM Breakfast and Roundtable Sessions8:45 AM-10:00 AM Keynote Session

Chad GobelFuture of Healthcare Philanthropy: Gratitude over Wealth

Today, donors don’t give because of hospitals or clinical programs. Donors give to honor the individuals who were instrumental in their care. Research proves the relationship between giving and healing, solidifying philanthropy’s place in the clinical experience. How might our work change if we put gratitude rather than wealth first?

10:00 AM-10:45 AM Coffee Break with Exhibitors10:45 AM-12:00 PM Educational Sessions12:00 PM-1:45 PM Distinguished Service to Philanthropy Luncheon2:00 PM-3:15 PM Educational Sessions3:15 PM-3:45 PM Snack Break with Exhibitors3:45 PM-5:00 PM Educational Sessions6:30 PM-10:30 PM 50th Anniversary Celebration Newport Blues Café

TUESDAY, MARCH 57:30 AM-8:00 AM Breakfast8:00 AM-9:00 AM NEAHP Annual Business Meeting and AHP Greetings and Report9:15 AM-10:30 AM Educational Sessions10:30 AM-10:45 AM Coffee Break10:45 AM-12:00 PM Educational Sessions12:15PM-1:30 PM Boxed Lunch and Closing Plenary

Julia Campbell, MPA, Consultant, Nonprofit Storytelling and Social Media StrategyHow to Use Storytelling Throughout the Donor Journey

Nonprofit fundraisers know that effective storytelling is vital to building long-term sustainable support for their cause. Compelling stories grab attention, inspire emotion, and have the potential to turn passive donors into passionate advocates.

However, not all of your donors are created equal - and not all of them are in the same stage of their journey with you. So why are you telling them all the same story?

In this session, digital storytelling expert Julia Campbell will share some of most powerful ways that storytelling can be used throughout the donor journey to inspire people to take action and deepen their engagement with your work. She will share actionable strategies and real-world examples of small and mid-size nonprofits using digital storytelling to amplify their ideas and grow their movements.

Conference is Adjourned

Creating a Philanthropic Culture That Fosters Planned GiftsPlanned giving enables philanthropic individuals to make significant and transformational gifts that are significant to the donor. Cape Cod Healthcare Foundation has used its annual fund, major gift officers and donor events strategically to create, sustain and enrich its successful planned giving program.Beth Howard, Manager of Annual Giving, Cape Cod Healthcare FoundationJennifer Lutz, Development Officer, Cape Cod Healthcare FoundationNancy Leanues, Executive Director of Gift Planning, Cape Cod Healthcare FoundationProfessional Level: All Staff Size: Large (6+) / Even Larger (10+)

DYNAMIC DIALOGUESThink of it as a mini-conference for leadership staff only! Dynamic Dialogues dives into topics that keep you up at night. Facilitated by industry movers and shakers, these three interactive sessions provide a forum where tough issues can be discussed candidly among peers. All sessions run concurrent to the Conference’s Monday breakout schedule. Dynamic Dialogues is open exclusively to Chief Advancement Officers, Executive Directors, and other senior-most philanthropy professionals.

Running with scissors This highly interactive workshop gathers some world class Healthcare Philanthropy thinkers to tackle what’s new and urgent in our profession. How do we keep up and find innovative ways to advance healthcare to transform quality care, medical education and society through advancement practice? What are the risks and the dangers we face? How do we keep going and succeed in challenging timesModerated by: David Garamella, CFRE, CEO, The Giving Collaborative

The Narrowing Pyramid and Adjusting to the Changing Mindset of our Top DonorsAccording to research conducted by Blackbaud and other industry leaders, organizations are relying more and more on fewer leadership donors to grow or just maintain their philanthropic revenues. At the same time, leadership donors are demanding an increasing level of engagement from the organizations they support. Learn from this panel of seasoned consultants about programs and strategies they have implemented to ensure their clients aren’t left behind by the changing mindset of our top donors. Facilitator: Jack Dresser, CFRE, Chief Philanthropy Officer, Southcoast HealthPanel: John Donovan, CFRE Principal Consultant, Accordant Philanthropy Vince McElligott, FCEP, Vice President, Thompson & Associates Bill Mountcastle, MPA, President & CEO, Health Giving Larry Raff, MPH, President, Copley Raff

Swinging with the C-Suite: Taking Philanthropy to the Next LevelThere is an undeniable benefit to fundraising and your capital campaigns when the CEO and others in the C-Suite work as a team with the CDO, who has a seat at the table as a member of senior leadership and a voice in the strategic direction of the organization. Donor engagement is stronger. Gifts are more impactful. Image and branding improve. Long-term relationships are developed and cultivated. Why, then, does C-Suite participation continue to pose such a challenge? Join in a discussion with a panel of CEOs and CDOs as they share their thoughts, experiences, strategies and roadmaps along their journey to more productive philanthropy.Moderated by: Alice Ayres, President, AHP and Dan Sorrenti, Founder and President, Ghiorsi & Sorrenti, Inc.

TUESDAY 9:15 AM – 10:30 AMLet’s Get Digital: Digital Strategy & Social Media in Fundraising Learn best practices to position your organization for long-term success in digital strategy and social media as part of a larger fundraising plan. This session will demonstrate how to establish a high-end web presence before shifting the focus to social media. Attendees will leave equipped with best practices for properly integrating social media into an existing fundraising plan.Marlene Roberti, Director of Business Development, Community VNAChristopher Parisi, President, Trailblaze MarketingProfessional Level: Intermediate (3-5 years) Staff Size: Sm (3 or less)/Med (4-6)

The Perennial Millennial Conundrum: How to Reach this Elusive Prospect Base There are nearly 80 million millennials in the US and most remain on the giving sidelines. Can they be persuaded to make meaningful gifts? This session features personal commentary by actual millennials, who have developed a social media platform and e-fundraising app that appeals to millennials on their turf, along with a group discussion on your experience in reaching the elusive Perennial Millennial donor market.Pete Ghiorse, Co-Founder and CEO, GiveTideMatthew R. Ghiorsi, MBA, Vice President for Strategy and Operations, Ghiorsi & Sorrenti, Inc.Martin Richman, Executive Director of Advancement, UMass Memorial Medical CenterProfessional Level: All Staff Size: All

Intelligent Project Selection for Program SuccessMany campaigns focus on capital projects. Aligning your campaign or ongoing fundraising efforts with your organization’s strategic plan allows you to be nimble and donor-focused. Hear a success story from a healthcare system spanning four hospitals across two states.Tricia Huston, Director, Resource Development, GuthrieNancy Simpson-Banker, FAHP, Principal Consultant, Accordant PhilanthropyProfessional Level: All Staff Size: All

TUESDAY 10:45 AM – NOONBuilding Financial Rapport with DonorsThis session explores the financial issues high net worth Individuals and households consider when making philanthropy decisions. Gift officers will learn to improve their interpersonal and financial rapport with donors, and to help guide gift conversations more effectively and learn the implications of the new tax law.Larry G. Raff, MPH, President, Copley Raff Inc.Co-Presenter, TBDProfessional Level: Advanced (6+ years) Staff Size: Med (4-6) / Lg (6+) / Even Larger (10+)

Not Your Typical GalaJust because you’ve always done it that way, doesn’t mean that you should perpetuate the same formula for your annual fundraising event. Come hear how Newport Hospital made a bold move to re-design their summer gala to meet constituent needs and elevate philanthropy, and share your ideas and best practices on major event fundraising.Loriana De Crescenzo, Chief Development Officer, Newport Hospital FoundationKelley Coen, Major Gifts Officer, Newport Hospital FoundationProfessional Level: All Staff Size: Medium (4-6 staff)

50 Years

of Advancing

Philanthropy

ANNUAL EDUCATIONAL CONFERENCE

2019 Annual Educational ConferenceMarch 3 – 5 • Marriott Newport • Newport, Rhode Island

SIGNATURE SPONSOR

We hope you will join us at the NEAHP 2019 Annual Educational Conference as we celebrate 50 Years of Advancing Philanthropy! Along with the fantastic educational sessions for every level of experience our attendees have come to expect, you will also enjoy new offerings such as Sunday’s Asking Workshop, a new leadership level track: Dynamic Dialogues, and a 50th Anniversary party.

From small roundtable discussions to insightful and energetic plenary sessions, there are many opportunities to learn and network with and from your healthcare philanthropy colleagues. We hope to see you in the beautiful seaside town of Newport in March!

465 Waverley Oaks RoadSuite 421Waltham, MA 02452

CONFERENCE REGISTRATIONu Visit our website at www.neahp.org to register. You’ll also find complete conference details and agendas, including full descriptions of the individual sessions and speaker information.

ALSO AVAILABLE ONLINE…Registration Form (PDF) if you prefer to mail in your registration.

Downloadable Conference Handouts (PDF) for registrants, including speaker details and presentations. Available the week before the conference.

IMPORTANT NOTE: Conference attendees will receive conference folders with attendance lists and a complete schedule of events.

CONFERENCE REGISTRATIONConference Package Members Non-Members

Full Conference $490 ($450) $615 ($575)**

AHP Primer and Full Conference $735 ($675) $860 ($800)**

AHP Development Primer ONLY $245 ($225) $245 ($225)

Asking Workshop and Full Conference $635 ($575) $860 ($800)

Asking Workshop ONLY $145 ($125) $145 ($125)

One Day Conference - Monday ONLY $350 ($300) $350 ($300)

One Day Conference - Tuesday ONLY $350 ($300) $350 ($300)

(Prices in blue are EARLY BIRD RATES - Requires registration BEFORE FEBRUARY 15th)

** Fee includes a one year membership in NEAHP.

Cancellation/Refund Policy: Conference registrations cancelled within four weeks of the conference will be refunded at 100%, minus administrative fee of $25. Registrations cancelled within two weeks of the conference will be refunded at 50%, minus an administrative fee of $25. No other refunds will be issued. Cancellations should be emailed to info@neahp.org. All cancellations will be acknowledged within 48 hours. If your request is not acknowledged, call (781) 205-9400 to ensure that your email was received.

HOTEL RESERVATIONSHotel reservations are available at the Marriott Newport in Newport, Rhode Island. Conference attendees are eligible for a highly discounted rate of $139 per night until Thursday, February 14, 2019. To receive this rate please visit https://tinyurl.com/neahpnwpthotel, or use code NEA when making your reservation. Reservations by attendees may only be made by telephone at 1(800) 228-9290.

NEAHP Executive BoardRobin Popp, CFRE, President Jessica Symonds, President-Elect Martin Richman, CFRE, Immediate Past President Joanne Gregory, CFRE, VP, Finance/Treasurer John Donovan, CFRE, Assistant Treasurer Jennifer Clark, VP, Education Jeff Miller, CFRE, VP, Communications & Secretary Eileen O’Gara-Kurtis, VP, Membership

Conference CommitteeCo-ChairsGail Dexter, CFREJeffrey LaValley, M.Ed.

CommitteeDave ChaseJennifer ClarkBetsy Cross, CFREJennifer CummingsPaul CuocoRachel DamonLinda Dodge, CFREJohn Donovan, CFREJack Dresser, CFREJohn GarciaLaura GingrasAmy Graves-BeaudoinJoanne Gregory, CFRECathy LaRocca, M.Ed, MPHNatalee MartinEdith MillardLee Ann MooreEileen O’Gara-CurtisMatt ParksPamela Puleo, FAHP, CFREMartin Richman, CFRERich Solomon, CFRE

Invest in your professional development: visit the AHP and CFRE tables.

The New England Association for Healthcare Philanthropy (NEAHP) serves healthcare philanthropy professionals throughout New England. Partnering with the Association for Healthcare Philanthropy, the organization provides quality education, networking and other resources to enhance skills and results for members of both associations.

Sunday Intensive WorkshopsAHP Development Primer: A Workshop on the Fundamentals of Healthcare DevelopmentLooking for an intensive intro to healthcare philanthropy? Or maybe you need a great refresher? Plan to arrive early on Sunday for a full-day, comprehensive overview designed especially for professionals who are new to philanthropy or healthcare philanthropy.

This fast-paced workshop will focus on healthcare philanthropy as a profession and the role of a well-organized, broad-based program. The session will cover the key elements of philanthropic practice, including annual giving, major and capital giving and planned giving. In addition, faculty will touch upon organizational models and various constituent groups, such as individuals, corporations and foundations.

The AHP Primer is highly recommended for newcomers, support staff, board members, and philanthropy professionals new to healthcare. The program fee includes the all-day workshop, the AHP Primer CD/Manual, course notes, continental breakfast, breaks, and a light lunch.

The Asking WorkshopMaking the ask can be the most daunting of tasks for any heathcare fundraising professional. Getting this part right makes all the difference when engaging with your donors and prospects. If you’re seeking to develop your skills and confidence, as well as new approaches to interacting with donors and soliciting support for your organizations, The Asking Workshop is a must.

This in-depth workshop will inspire you to find new ways of engaging with your donors through team-based exercises that take you through the cycle of cultivation, from identification of a donor through solicitation and beyond. The workshop combines both theory and interactive role-play that will leave you feeling confident and equipped to successfully “make the ask” as part of your fundraising strategy.

The Asking Workshop is most valuable for newcomers and those new to making an ask. The program fee includes the half-day (12:00 PM – 4:00 PM) program on Sunday, course materials and a light lunch.

Welcome!Celebrate NEAHP’s 50th Anniversary at the NEAHP 2019 education conference brought to you by our Signature Sponsor, Ghiorsi & Sorrenti. This year we look forward to welcoming you to the beautiful seaside town of Newport, Rhode Island March 3-5, 2019!

Some of this year’s highlights include:

• The Asking Workshop, 4 hour session on Sunday created to develop skills and confidence in moving donors through the cycle of cultivation. New this year!

• Also new this year, Dynamic Dialogues, a leadership track tackling topics that keep Chief Advancement Officers, Executive Directors and other senior philanthropy professionals up at night.

• NEAHP’s 50th Anniversary Bash on Monday night at the Newport Blues Café!

This conference would not be possible without the support of our generous sponsors and exhibitors listed below.

Conference ChairsGail Dexter, CFRE Jeff LaValley, M.Ed.Concord Hospital Trust Community VNA

SIGNATURE SPONSOR

SPECIAL THANKS TO OUR 2019 SPONSORS

GOLD SPONSORSBCG Connect The Giving Collaborative

www.neahp.org#NEAHP19

SILVER SPONSORSAccordant PhilanthropyCopley Raff/Rising Tide DirectDonorSearchThe Gobel Group

Health GivingHonorcraftThompson & Associates

EXHIBITORSBorns Group/VDMCHH EngravingDaVinci Direct

The Field Companies Fulfillment CenterFive MaplesTrailblaze Marketing