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Engaging Your Major and Planned Gift Team in Supporting the Annual Fund
Maria Bringer Smith
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Senior Level |
In a fundraising world where consultants tell us that today’s donors want to know exactly where their money is going, visiting with donors about the importance of unrestricted giving (gifts of faith) is more crucial than ever. How can you fully engage your major and planned giving colleagues in your annual fund efforts? Are there ways you can help your fellow fundraisers tell your annual fund story when they visit donors? This session will focus on the key challenges we face when working with colleagues to raise unrestricted gifts for the Annual Fund. Participants will learn strategies for building a comprehensive fundraising plan that includes all giving – restricted AND unrestricted.
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Get on the BrandWagon - Build an Internal Culture that Works
Gretchen Jameson
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All Levels |
It’s true. First impressions matter.
When current or prospective members experience your organization, what personality comes through? How does your organization practice, protect and strengthen its brand handshake at every level?
Your internal culture is the most essential element in building a successful brand identity.
Discover how to better engage staff and even board members in establishing and nurturing a quality organizational culture that amplifies your mission and deepens your relationships with members and prospects.
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Building a Philanthropic Culture in Bumpy Waters
Scott Decksheimer
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Mid Level |
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Those who’ve been most successful know it works from the inside out. Building a philanthropic culture for your organization begins at home, and if it works at home, it generally succeeds. Learn how one experienced fundraiser has spent his professional career building philanthropic cultures in more than 30 organizations in staff, volunteer and consulting roles. You too, can, against all odds, build a philanthropic culture in bumpy waters.
At the completion of this session, participants will:
1. Identify the main roadblocks to building a philanthropic culture
2. Understand the primary reasons why people adopt giving cultures
3. Know and understand the steps to take in successfully building a philanthropic culture in a land of skeptics
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Keeping Your Fundraising Operations Afloat: Seven Obstacles to Avoid
Chris Cannon |
Senior Level |
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This interactive session will focus participants on the central tenets of effective fundraising operations, the seven most difficult obstacles nonprofits encounter and the strategies that help fundraisers navigate choppy and unknown waters. Reporting and technology issues, weak data and poor behavior can sink fundraising efforts, so the best bet is to steer clear of these challenges. During the session, Cannon will guide the audience toward the smoothest possible options. In addition, the session will conclude with practical tips and tricks to apply these principles back at the office, after the conference and for years to come.
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SOMETHING OLD, SOMETHING NEW, SOMETHING BORROWED . . . Legal and Legislative Update
Bob Harding
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Mid Level |
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This session will first review the federal estate tax overhaul enacted at the end of 2010 and its implications for charitable giving, some of which the IRS is still working out. The highlights of federal court decisions and IRS rulings that relate to charitable gift planning will come next. The agenda also includes the evolving judicial treatment of donor challenges to the use of charitable gifts. Finally, if Congress changes the federal income charitable deduction as part of a budget deal, this session will cover its implications for philanthropy.
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Gospel, Mission and Vision
Ted Peters
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All Levels |
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During this group conversation time, we will first extend discussion of points made during the keynote address. We will then deepen our understanding of the gospel mission and how it becomes incarnated — if it does at all — in institutional life. We will ask: just how can a vision of the mission invigorate and orient our work as development executives?
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HR 360 – Powerful Management of Your Valuable Assets, Your Employees
Nancy Bond
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Senior Level |
This presentation will review best practices in Human Resources and provide tools and tips on Human Resources compliance. Do you know the particular employment laws in your state? Learn the importance of answering that question, and many more, as this interactive session will provide valuable insight into:
Employee Benefits: planning, COBRA; Human Resources: discrimination, employee pay, exempt vs. nonexempt, records retention, poster requirements, labor laws, payroll, performance reviews; Recruitment & Hiring: background checks, classifying, records retention; Termination: checklist, exit interviews; State Laws: know that you know yours; Wellness & Safety: how to set up a wellness program, OSHA, workers’ rights.
Learning outcomes: attendees will be able to have confidence in the management of their team of workers. They will have the proper tools to be in compliance with state and federal laws. Each attendee will be given access to a robust HR website for one year.
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The Inner Secrets of Successful Grant Proposals
Jim Yagow
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Fundamental/Core |
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Let’s face it. Grant proposal writing can be one tough game. Do you long for guidance, maybe a little encouragement or at least some constructive criticism? What separates the gems from the rest of the pile of grant proposals sitting on a funder’s desk? What are the definite turn-offs and pet peeves of grant proposal reviewers?
This session is divided into three parts: 1. Researching private funders; 2. Grant proposal writing; 3. Grantmaking insights.
You’ll learn the top tips and the inner secrets of a successful grant proposal. If you implement the top three or four pieces of advice presented during this session, then you’ll enjoy a huge advantage over the vast majority of grant seekers.
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| How do I Create a $50,000-250,000 Major Funding Event?
Paul Ghiz - Global Cloud, makers of DonorDrive
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Don Carmichael - Champion Events Group
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Resource Session |
Learn fundraising insights and secrets developed from over 2,000 major funding events conducted throughout the U.S. and Canada over the past 20 years. In this session, you will learn ways to energize and mobilize your supporters as participants in major funding events (golf, walks, carnivals, community outreach). We'll show you how to convert them into individual "fundraisers" and tap into their personal networks. All events use online peer-to-peer fundraising tools to generate immediate donations (300-500 first-time donors) and set historical fundraising records for host organizations. Don't miss this valuable opportunity to learn progressive tactics and best practices to reach new heights in your fundraising.
A number of exhibitors and sponsors will be presenting Resource Sessions about a variety of topics during regular curriculum time slots. We haven’t cut the number of curriculum offerings per session, but have simply added to what is available. Please note that exhibitor sessions are sponsored sessions, so the presenters may address how their products/services can help address the topic at hand. These sessions are not recorded. The presentations will take place in regular meeting rooms.
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