POST CONFERENCE HIGHLIGHTS
= materials are posted below
       [All items are .PDFs.]

Thursday, April 19, 2007

8:30 – 9:00 am
Registration Open/Continental Breakfast

9:00 – 10:30 am
Opening Keynote Session

9:00 to 9:15 am
Welcome
Peter Goldberg, President & CEO
The Alliance for Children and Families

9:15 to 10:15 am
Critical Issues Impacting Trends in Philanthropy
Jimmie R. Alford, CFRE, Founder and Chair,
The Alford Group
Critical Issues in Philanthropy - presentation

10:15 to 10:30 am
Alliance RDS Invitation
Bob Jones, Chairperson, RDS Advisory Committee

10:30 – 10:45 am
Break

10:45 – 12:15 pm
WORKSHOPS

Demystifying Endowments – You Can Do It!
Janet Emery, Vice President and Chief Development Officer, Pressley Ridge, Pittsburgh, PA; Len Iaquinta, Director, Special Gifts, University Relations and Advancement, University of Wisconsin-Parkside, Kenosha, WI.

Endowments are the fourth leg of a stable fundraising program. The annual fund, fundraising events, and special or major gifts are the others. Most agencies have stopped with these three. But neglecting endowment building through planned giving robs your agency of its greatest potential.

Learn from experienced practitioners how to launch a sound program. Find what you need to know, what your Board’s role is, and how to begin with a minimum of time and expense. Plus, learn how to analyze your constituencies for prospects and partner with allied professionals in the legal, financial services, accounting, and insurance professions.
- Demystifying Endowments - presentation
- Ways of Giving Template - handout
- Will Your Will be Known? - handout

Does Prospect Research Make Sense?
Nancy Dimond, Executive Director, Reunion and Internal Campaigns, Vanderbilt University, Nashville, TN; Barbara Ritchie, Director, Griffith Centers for Children Foundation , Denver, CO

Mining for millions….are you missing donors because you don’t know how to research? Join us as we unlock the mystery of donor research. Database and information technology will continue to have the greatest impact on the tools and processes used in prospect research. Sophisticated researchers can check several dozen Web sites while preparing an in-depth profile, but development officers can find simple facts about donors by themselves, simply by searching several key Web sites. We will show you where and how to find information to help you expand your donor base. Significant gifts are rarely serendipitous. Research is essential!
Prospect Research - presentation
Information Release Policy Statement - handout
Research 101 - handout
APRA Statement of Ethics - handout

12:15 – 1:15 pm
Networking Lunch - Wolf Point Ballroom

1:15 – 2:45 pm
WORKSHOPS

Donor Communications in a Time of Crisis
David Larson, President & CEO, Lutheran Social Services of Wisconsin and Upper Michigan, Milwaukee, WI

Whether we like it or not, most of us are faced with a crisis within our organizations that may or may not get out to the public. In those instances when the crisis does go public, it is imperative that you and your team communicate the proper message to your staff, constituents, and donors. During this workshop you will learn important and useful strategies to effectively communicate with your donors to assure their confidence and support in a time of crisis.
Donor Communications - presentation

Managing the Process
Brenda Asare, Senior Vice President, The Alford Group

Through this workshop participants will learn how to identify and make use of an organization’s remarkable characteristics to help build a successful culture of philanthropy. The fund raising professionals presenting
this workshop will share with you creative strategies to add distinction and avoid extinction within the human services field.

Recommended reading for this workshop is The Purple Cow by Seth Godin.
Managing the Process- presentation

2:45 – 3:00 pm
Break

3:00 – 4:30 pm
WORKSHOPS

The Board Partnership in Communication
Lynn Douthat, Board Member, The Family Conservancy, Kansas City, KS; Bob Jones, Ph.D, President & CEO, Children’s Aid and Family Services, Paramus, NJ.

Effective communication is critical to development. In fact, it is the bedrock foundation of development. Engaging the Board in the communication process and challenge is a key factor in successful fund development. During this interactive session presented by one board member, with a professional background in communications, and one agency CEO, participants will learn well thought through strategies and tactics for board engagement and improving the communication capacity of the organization.
Board Partnership in Communication - presentation
Sample Monthly Development Tracking - handout
Sample Fund Development Plan - handout
Marketing/Branding for Fund Development - Summary
Marketing/Branding for Fund Raising - handout
Board Development/Fund Raising Policies & Practices
    - Executive Summary
Board Development and Board Fundraising - handout
2007 Board Development Plan - working document

Reinvigorating…Reenergizing Your Endowment
Practical, interactive, effective communications strategies that work.
Lisa Brooks, MFA, MSW, Director of Communications and Donor Relations, Jewish Family Service of Los Angeles; Marie Palagonia, CFRE, Vice President of Development, Family and Children’s Association, Long Island, NY.

Renewing a faded, forgotten endowment fund can showcase your agency in a new light and offer new opportunities for your donors to make a meaningful difference through current giving or estate planning. Explore the full range of traditional, as well as high tech communications strategies, to bring your endowment fund front and center in your fund raising program.

5:00 to 6:00 pm
Networking Reception - Wolf Point Ballroom

(Special thanks to Wells Fargo for sponsoring
the Networking Reception)

Friday, April 20, 2007

8:30 – 9:00 am
Continental Breakfast

9:00 – 10:30 am
WORKSHOPS

Philanthropy from a National Foundation’s Perspective
Ilene Mack, Senior Program Officer,The Hearst Foundation

National foundations play a critical role in the philanthropy landscape for human service organizations. During this session you will get a first hand perspective on the current trends and issues that are affecting national foundations and what impact those trends and issues may have on human service organizations in the future.

Toolbox for Beginners
Len Iaquinta, Director of Special Gifts, University Relations and Advancement, University of Wisconsin-Parkside, Kenosha, WI; Betsy Vander Velde, MSW, MBA, President and CEO, The Family Conservancy, Kansas City, KS.

An integral part of a successful fund development plan is creating your own fund development toolbox for the future. During this session, participants will learn what the Toolbox is and what should be included in their Toolbox and ongoing fund development plan.
Toolbox for Beginners - presentation
Cultivation Flow Chart draft - handout
Engagement Pyramid - handout
Low Expectations - Inherit the Wind - handout
Prospect Eval Grid - handout
Prospect Management Flow Chart draft - handout
Segment Flow Chart draft - handout

10:30 – 12:00 pm
WORKSHOPS

Donor-driven Branding: A Smarter Approach to Marketing
Anne Curley, President, Curley Communication

Attracting new major donors is challenging enough under ideal conditions. If your organization's image is fuzzy or outdated, well...good luck. Yes that's exactly the problem faxing many organizations. So how does an organization get crystal-clear on the brand identity it should be building and the "value proposition" it should be highlighting for potential donors? The answer, says Anne Curley, can usually be found inside the heads of your best current major donors. In this workshop, Anne will walk us through a streamlined approach to brand clarification and then facilitate a discussion among participants on their own branding challenges and insights.
Donor-Driven Branding - presentation

Telling Your Best Story
Claudia Baker, Vice President of Development & Communications, The Family Conservancy, Kansas City, KS; Lyn Rumage, Director of Development and Communications, Children’s Aid and Family Services, Paramus, NJ.

Storytelling can be a very compelling technique for fund developers. Successful storytellers can move potential donors into life long donors by telling effective stories about the people they serve and the programs they provide. This session will teach participants the key elements and characteristics for compelling storytelling.
Telling Your Best Story - presentation

12:00 pm Conference Concludes