110 Schmitt Boulevard
Farmingdale, NY 11735
Phone: 631.249.5008
Fax: 631.249.5010
info@afpli.org
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2016 Sessions Below

Fundraising Fundamentals

Dean:
Jennifer Regan Haight
, Director of Development & Communications, Catholic Charities Diocese of Rockville Centre

SESSION A:

1. Planned Giving 101 With a Little 102 & 103!

 
A basic overview of planned giving with a few case studies, pitfalls, and issues. Included in this solid overview will be the definitions and descriptions of gifts most often associated with planned giving. Examples will be provided for each gift as well as the process and marketing necessary. This session is a must if your agency is thinking about adding planned giving to their fundraising services. Lots of tips will be included for those who already have a planned giving program.
 

Faculty:
James E. Meyer
, Partner, Greco Planning Group, Inc.

SESSION B:

8. Forming the Core – Annual Fund Essentials to Establishing and Growing Your Donor Base

 
Don’t have an Annual Fund? Let’s get started on why you need one, how to begin, and steps to take to cultivate growth. You have an Annual Fund that isn’t as successful as you had hoped? Let’s explore some of the reasons why that might be, as well as suggestions on possible ways to improve your program.
 

Faculty:
Sharon Abruzzo
, Fundraising Consultant

SESSION C:

15. With a Whip and a Chair

 
Based on a series of articles Mr. Kimpel wrote for the Chapter newsletter, With a Whip and a Chair takes a somewhat tongue in cheek look at how Development personnel might interact with their institution’s Board members. This topic gets little attention, leaving Development staff members at a loss when serious issues emerge that require working with or against a Board member’s wishes, demands, orders or pleas. With more than 50 years of experience working with Board members, Mr. Kimpel has encountered a wide variety of situations that have challenged client staff. In addition to his presentation he will take questions.
 

Faculty:
Charles D. Kimpel, CFRE
, Senior Partner, Philanthropic Consulting Service

 

Web, Tech & Social Media

Dean:
Mary Fu
, Development Operations Officer, Helen Keller Services

SESSION A:

2. Adopting Social Selling Techniques for Donor, Volunteer, and Board Outreach

Social selling means using social media to prospect, and develop and maintain relationships. These strategies can be adopted and used as targeted donor, volunteer, and board outreach.

Faculty:
Beth Granger
, CEO, Beth Granger Consulting, and Founder/ Partner, Social Sales GPS

SESSION B:

9. Beyond Profiles: Using Prospect Research Strategically

Prospect Research isn’t just profiles and biographies any more. Wealth Screenings, Data Mining, Predictive Modeling, Profiles, Biographies, News, and Asset Monitoring are powerful fundraising tools that can lead to larger gifts and more successful closings. However, when used inappropriately, they become a huge waste of time and money. Developing research strategies by incorporating these tools effectively into your individual gift cycle, campaigns, and long-term fundraising plans that fit your organization’s goals, budget, staff size, and even personal style, can identify prospects, calculate potential gift amounts, inform cultivation strategy, and help you time the ask. Whether your organization is large or small, good research plans can save money and effort allowing your staff to focus on the best use of resources.

Faculty:
Susan Shebar Fioribello
, President, PEAR Research Group

SESSION C:

16. Unique Ways to Build Funds Through Social Media

In her session, Hilary Topper will talk about new ways to garner funding for non-profit organizations. She will focus on crowd funding initiatives and building awareness and recruitment through social media. She will discuss targeting various markets through the use of Google analytics and more. Case studies will be presented.

Faculty:
Hilary JM Topper, MPA
, CEO, HJMT Public Relations, Inc.

 

Latest and Greatest

Dean:
Shelley Berkoski
, Director of Development, Evelyn Alexander Wildlife Rescue Center

SESSION A:

3. 2016 U.S. Trust® Study of High Net Worth Philanthropy

This study examines giving behaviors and attitudes among wealthy American households. Since 2006, this biennial study has been produced in partnership with the Indiana University Lilly Family School of Philanthropy. The largest, longest running series of its kind, the study is an important barometer of the charitable engagement and views of high-net-worth donors. The presenter looks forward to a lively give-and-take session as he discusses the significance and relevance of its latest findings in our daily philanthropic activities.

Faculty:
Richard Slutzky
, Senior Vice President – Philanthropic Specialist, U. S. Trust

SESSION B:

10. Stop Leaving Money on the Table: Using Data to Raise the Last Dollar

Every year, nonprofit organization leaders find themselves scrambling to reach their development goals. Rather than being surprised by this annual routine, they should plan for and embrace it. The most successful organizations use their data management systems to identify unfulfilled opportunities for income and employ strategic communication plans to reach those sources. In this presentation, we will explore some simple ways to identify potential donations going unfulfilled. Participants will brainstorm similar opportunities for their own organizations and discuss strategies for reaching those sources.

Faculty:
Adam Lenter
, Founder/Executive Director, Nonprofit Data Solutions

SESSION C:

17. Business Planning – A Tool for Organizational Success and a Means to Improve Donor Funding

Business planning can help an organization think through what it hopes to achieve and describe how it intends to implement its mis-sion and achieve goals and objectives. Benefits include identification of problems before implementing plans, creation of a roadmap to guide actions, setting up a way to measure performance, and mini¬mizing failure. Another benefit of a business plan is that it can help an organization better obtain financing from funders. A well-prepared business plan can demonstrate to a funder that an organization has identified what is needed to achieve success and has a verifiable plan to achieve its mission.

Faculty:
William (Bill) McAndrews
, Senior Vice President and Regional Director Long Island, National Executive Service Corps (NESC)

 

Special Events

Dean:
Anne Thorsen
, Community Executive, American Cancer Society

SESSION A:

4. The Art of Creative Special Event Fundraising

Special event fundraising often seems like a world unto itself. Keeping your events fresh and imaginative takes effort from every corner of your organization. In this session, you’ll learn real life strategies to transform your traditional thinking about special events and uncover new funding streams through growth and marketing. Hear top development professionals talk about the process of planning from beginning to end, working with other departments, and knowing your audience.

Faculty:
Matt Campo
, President, Ronald McDonald House of Long Island
Jennifer Nicholson, Director of Strategic Initiatives, Ronald McDonald House of Long Island
Deepika Thadhani, PR & Marketing Manager, Ronald McDonald House of Long Island

 

SESSION B:

11. The Peer to Peer Lifecycle, From Birth to Legacy

Very often, nonprofits engaged in or entering the peer-to-peer space focus solely on the funds raised through whatever particular event they are launching. This myopic view often causes under¬performance and/or failure. Organizations who are struggling with their peer-to-peer program are failing to properly assess where the program stands in the peer-to-peer lifecycle and, therefore, are often feeding hamburgers to infants or jalapeno peppers to octogenar¬ians. The presentation walks through the peer-to-peer lifecycle and provides “age appropriate” guidance and practical advice to ensure healthy and mature peer-to-peer programs.

Faculty:
Dave Linn
, Chief Operating Officer, The Generosity Series

SESSION C:

18. Inside a Grantmaker’s Mind

At this workshop, a panel of funders will share, through an interac¬tive format, their processes for making a decision on “to fund or not to fund.” Nonprofit organizations (with an operating budget of up to $1,000,000) are invited to apply in advance for a grant to be awarded during this session. Among the applications that meet the guidelines, three finalists will be selected for public review and discussion by the panel of grant funders. At the end of the session, three grants (in the amount of $2,500, $1,500 and $1,000) will be awarded. Most importantly, all workshop attendees will glean valuable information as to the decision-making processes of real grantmakers.

Moderator
Marc Suntup
, Chief Development Officer, Gurwin Jewish Healthcare Foundation

Panel of Judges:*
Sol Marie Alfonso-Jones
, Senior Program Officer, Long Island Community Foundation
Lawrence Bernstein, Executive Director, The Lawrence Foundation
Kenneth R. Cerini, CPA, CFP, D.A.B.F.A., Managing Partner, Cerini and Associates LLP; Founder, The Long Island Imagine Awards
Marian Conway, Executive Director, NYCB Foundation
Peter J. Klein, CFA, CAP, President, The Claire Friedlander Family Foundation *In formation

 

Communication & Storytelling

Dean:
Jeanne Mulry
, Director of Development, The De La Salle School

SESSION A:

5. No Marketing Budget? No Problem!

Those in the NFP world are often faced with what seems to be an insurmountable challenge – promoting the organization’s mission, events, fundraising initiatives, achievements, and other news with little or no budget. No matter who handles marketing, significant impact can be achieved by knowing how to write and disseminate a persuasive press release; leveraging social media; taking a decent photo; and maximizing the effectiveness of the organization’s website. This interactive session will include real life examples and practical applications to create effective marketing initiatives without breaking the bank.

Faculty:
Mindy Wolfle
,
President, Neptune Marketing LLC and Chief Marketing Officer, Vishnick McGovern Milizio LLP

SESSION B:

12. Telling Your Story – The Enduring Power of Video Presentations

Most AFP members understand why their organization should use video. Some may already use it, but need help making the best use. Others are intimidated by the costs and logistics. Some may not ap¬preciate how it can help them tell their story. This session will review the current “state of the art” and provide ideas on how to use video in your organization. We will discuss the benefits and pitfalls of DIY productions, options and resources available on Long Island, pricing, and ideas to keep the cost down. Participants will leave with action¬able ideas for how to incorporate video presentations into their overall marketing/publicity plan.

Faculty:
Craig Cooper
,
President, Craig M. Cooper Productions, Inc.

Gifts Galore

Dean:
Kelly Albanese Scherer
, Executive Director, Good Samaritan Hospital Foundation

SESSION A:

6. Transactional vs. Transformational Giving: A Case Study of Peconic Bay Medical Center (PBMC)

Many non-profits fall into a transactional cycle with donors, limiting interactions to asks and thank yous. Our session will focus on how a donor-centric model can inspire transformation of the donor’s perspective and the institution through increased giving. We will share stories and suggestions to build relationships that result in the organization’s mission becoming part of the donor’s identity. These relationships can lead to sustained and larger gifts. PBMC has been revolutionized because of this shift.

Faculty:
Samantha Vigliotta
, Vice President of Foundation and External Affairs, Peconic Bay Medical Center – Northwell Health
Darrien Garay, Special Gifts Officer, Peconic Bay Medical Center – Northwell Health

SESSION B:

13. How Contributions Impact the Audit of Your Organization’s Financial Statements

Understanding how to manage and report contributions and pledges, and learning how they can impact your organization’s policies and procedures. This session will cover internal controls and best practices, segregation of duties, special events cash and credit card collections, recording of contributions and pledges, preparation for your organization’s financial statement audit, documentation, development and accounting reconciliation, tracking expenses, allocation of functional expenses, confirmations of cash receipts and receivables.

Faculty:
Ted Kirshenbaum
, Partner, Buchbinder Tunick & Company, LLP
Michael Friedman, Partner, Buchbinder Tunick & Company, LLP
Lisa Ching, Partner, Buchbinder Tunick & Company, LLP

SESSION C:

19. Planning Ahead: Integrating Legacy Gifts Into Your Capital Campaign

Too often planned giving is seen as an independent endeavor rather than being woven into a holistic conversation with a donor about supporting an institution. This presentation will focus on incorporating legacy gifts into a capital campaign in order to maximize donor interest and support.

Faculty:
Charles Prizzi
, Vice President for Development, Cold Spring Harbor Laboratory

 

Experienced Fundraiser

Dean:
Katherine Fritz
, Director of Development, Guide Dog Foundation and America’s VetDogs

SESSION A:

7. Fostering Career Development in Fundraising

In the very dynamic field of philanthropy, development personnel of both emerging development shops and large institutional advance¬ment teams seek guidance on their career trajectory, professional development, specialist skills, and nonprofit management. In this session, you will learn about what nonprofit executives look for in fostering and retaining the best people in leadership roles.

Faculty:
Thomas Kissane
, Principal & Managing Director, CCS Fundraising
Nathan Gregoire, Corporate Vice President, CCS Fundraising

SESSION B:

14. Stop Selling and Start Building Relationships

The temptation in fundraising is to tell prospects why they should contribute to your organization. “Make your case for support,” we’re told. On one level this makes sense. What prospect is going to support an organization that doesn’t get results? But making a sales pitch does nothing to establish the emotional connection that is the basis for securing major gifts. This session will introduce participants to the Relationship Pyramid and its associated process of building professional, personal, and institutional relationships with prospects. The end result is larger gifts for your organization and a richer philanthropic experience for the donor.

Faculty:
Richard Brown
, President, RB Consulting

SESSION C:

20. Campaign Feasibility Studies: Affirming What We Know to Be True or Determining What We Need to Know to Be Effective?

Capital campaigns are tactical in nature, concerned with meeting a goal to fund emerging organizational needs. Campaigns also have strategic implications for an organization as they enhance donor expectations and raise the organization’s profile in the philanthropic market. A feasibility study will prepare your organization for a successful campaign in addition to enhancing the strategic viability of the advancement operation. This session will present how a feasibility study should focus on organizational and philanthropic realities while understanding emerging changes in donor and market behaviors.

Faculty:
James Kopp
, Managing Director, Changing Our World

  • 110 Schmitt Boulevard
  • Farmingdale, NY 11735
  • Phone: 631.249.5008
  • info@afpli.org

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