ADRP NYC 2017 Program 3-2-17

transcript

6thAnnualNewYorkCityRegionalConference—March11,20167thAnnualNewYorkCityRegionalConference—March10,2017

TheAssociationofDonorRelationsProfessionals(ADRP)supportsandenhancesallaspectsoffundraisinganddevelopmentbypromotingthestatusofdonorrelationsandstewardshipof icesthrougheducation,professionaldevelopmentandnetworkingopportunities.ADRPispleasedtosupportandofferprofessionalgrowthopportunitiesasacorecommitmenttoitsmembership.Byfacilitatingcommunicationandidea‐sharingamongcolleaguesinthe ield,ADRPhasquicklybecomealeaderamongitspeersandyourbestconnectiontoinspiredstewardship.

Astheauthoritativeorganizationandadvocateforthedonorrelationsandstewardshipprofession,ADRP indsitsrootsinthesuccessoftheNewEnglandStewardshipConference,heldannuallyfrom1992to2003.ItwasthevisionofADRP’sfoundingmemberstobringincreasedvisibilitytothe ield—fordonorrelationsandstewardshipprofessionalsfromalltypesoforganizationsacrosstheglobe.Assuch,ourinternationalmembershipcomestogetherinpersonandonlinetosharebestpractices,exchangenewapproachesanddeveloplong‐lastingconnections.

ADRPistheonlyorganizationfocusedsolelyonstewardshipanddonorrelationsacrosssuchvariedinstitutionsasmuseums,foundations,hospitals,collegesanduniversities,aswellasothersocialserviceandnon‐pro itinstitutions.WelcometotheADRPnetwork!

Welcome!ThankyouforjoiningusinManhattanforthe7thAnnualNYCRegionalConferencepresentedbytheAssociationofDonorRelationsProfessionals—adayofgreatconversation,thoughtfulpresentationsandfun!ManyofuswhohavebeenADRPmembersforanumberofyearsknowthatoneofthebestvaluesmembershipprovidesistheopportunityforpeernetworking.Wegainimmensebene itfromthechancetosharestorieswithcolleaguesinsimilaranddifferentorganizations.Wehopethatyouwilltaketheopportunitytodaytodojustthat—bringyourstoriestothetabletoenlighteneachotherandhelpbuildourcollectivewisdom.Ifyou’renotamemberofADRP,feelfreetotalkwithusaboutthevalueofmembershipandcheckusoutatourwebsite:www.adrp.net.Wealsohopeyougoawayfromthisdayrefreshed,energizedandfullofnewideasonhowtomakeyourjobmoreef icient,satisfyingandproductive.Warmregards,

7thAnnualNYCRegionalCommittee

KellyBrennanMemorialSloanKetteringCancerCenter

AimeeClarkNewYorkUniversity

KatieKutneyBerkshireSchool

StephanieLamphereSUNYEmpireStateCollege

CherylLintnerMeridianHealthAf iliatedFoundations

AshleyTynerUnionCollege

7thAnnualNewYorkCityRegionalConference—March10,2017

PushingPhilanthropytotheMarginsTedBunch,ChiefDevelopmentOf icerACalltoMenIntroductionbyWalterC.Williams,VicePresidentforAdvancementExecutiveDirector,EmpireStateCollegeFoundationSUNYEmpireStateCollege

TedBunch,Co‐founderandChiefDevelopmentOf icerforACALLTOMEN,willdiscussthevitalroleofphilanthropistsasfundersandpartners.Heimploresfunderstolookbeyondthemainstreamtothemarginstohelpsolveissuesforthosemostcomplexlyimpacted.Bunchwilladdresstheimportanceofandcommonbarrierstodonorengagementwithgrassrootsorganizations,aswellaswhygeneraloperationssupportisalifelinetomanynonpro its.TedBunchisaneducator,activistandlecturerworkingtoendallformsofviolenceanddiscriminationagainstwomenandgirls.BunchisChiefDevelopmentOf icerofACALLTOMENandisinternationallyrecognizedforhiseffortstopreventviolenceagainstwomenwhilepromotingahealthy,respectfulmanhood.Heisaleadingvoiceonmalesocialization,theintersectionofmasculinityandviolenceagainstwomenandhealthy,respectfulmanhood.Bunchisalsotheformerdirectorandco‐creatorofthelargestprogramfordomesticviolenceoffendersinAmerica.Hisinnovativeworklaidthegroundworkforthepreventionstrategiesnowendorsedasbestpracticeinengagingmentoendviolenceagainstwomen.Bunchdevelopedandimplementedmodelresponseprogramsforpolice, iredepartments,emergencymedicaltechnicians,paramedicsandother irstrespondersdealingwithdomesticviolence.AsanadvisertotheNationalFootballLeague,NationalBasketballAssociation,NationalHockeyLeagueandMajorLeagueBaseball,Bunchprovidespolicyconsultationandfacilitatesviolencepreventionandhealthymanhoodtraining.HewasaguestpresenterfortheUnitedNationsCommissionontheStatusofWomenandtheUnitedNationsAllianceofCivilizations.HeisaninternationallecturerfortheU.S.StateDepartmentandwasappointedbyUNSecretaryGeneralBanKi‐moonasacommitteemembertoUNiTE,aninternationalnetworkofmaleleadersworkingtoendviolenceagainstwomen.Ted’sworkhasbeenfeaturedintheUK,Israel,Suriname,SouthAfrica,Ghana,theDemocraticRepublicofCongo,BrazilandPuertoRico.Bunchistheco‐authoroftheLIVERESPECT™CoachingHealthy&RespectfulManhoodCurriculum,designedtopreventviolenceandbullyinginschoolandsports.Heissoughtafterforhisimpactfulandengagingsexualassaultpreventionprogramsforhighschool‐andcollege‐agedboys,andhastrainedextensivelyincollegesanduniversities.BunchisafrequentguestonnationaltelevisionandradioprogramsandhasservedasascriptconsultantfortheEmmyAward‐winningtelevisionseriesLaw&Order:SpecialVictimsUnit.

8:30am–9:30am REGISTRATION&BREAKFAST 2ndFloorEventsHall

9:35am–10:30am WELCOMEANDKEYNOTE EdmondJ.SafraHall

StrategicGrowth:UsingResearchandDonorInputtoExpandYourProgramLisaC.Honan,ExecutiveDirectorofDevelopment,SyracuseUniversityMeganMcAndrews,DirectorofDonorRelations,SyracuseUniversityDoyouneedtoexpandyourdonorrelationsprogram?Increaseyourbudget?Addnewstaff?Areyouinneedofacompleterestructure?Thissessionwillprovideyouwitharesearch‐basedmethodforamulti‐yearexpansionofyourprogramincludingtipsonhowtoaddcriticalcomponentsandalsohowtoSTOPdoingtheunnecessary.ThepresenterswillwalkyouthroughthestepstakenatSyracuseUniversityoverthelasttwoyearstorebuildaprogram,aswellasprovidehelpfulhintsfromotherorganizations.LisaC.HonanisExecutiveDirectorofDevelopmentatSyracuseUniversity.SheestablishedtheDonorRelationsof iceatSyracusein1998,supervising ivestaffresponsibleforalldonorrecognitionandstewardshipactivities.Aftertenyearsinthatroleand iveyearsasthechieffundraisingof icerfortheMaxwellSchoolofSyracuseUniversity,shereturnedtoacentralroleattheUniversityin2014andnowoverseesprospectandpipelinemanagement,donorrelations,researchanddataanalytics.LisaisafoundingmemberoftheAssociationofDonorRelationsProfessionalsandwasTreasureroftheassociationfrom2007through2012.Shechairedthe2007CASEConferenceforDonorRelationsandco‐chairedtheADRPInternationalConferencein2004.MeganMcAndrewscurrentlyservesastheDirectorofDonorRelationsatSyracuseUniversitywheresheoverseesateamresponsiblefortheacknowledgement,recognitionandstewardshipofalldonorstotheUniversity.PriortoarrivingatSU,MeganbuiltstewardshipprogramsattheUniversityofVermontandIndianaStateUniversity.ShehasservedastheVicePresidentoftheAssociationofDonorRelationsProfessionalsBoardofDirectorsandreceivedaMaster’sdegreeinPhilanthropicStudiesfromtheLillySchoolofPhilanthropyatIndianaUniversity.ProvidingaFrameworkforDecisionMaking:AnInsider’sViewonExecutiveSolutionsKellyBrennan,AssociateDirector,DonorRelationsandServices,MemorialSloanKetteringCancerCenterDecisions,decisions,decisions—wemakethemeveryday,sometimesseveraladay.Wearealsoaffectedbythedecisionsofothers.Manyofusarechargedwith indingsolutionsforcomplicatedissuesinvolvingmultiplestakeholders,internalandexternal.ThissessionwillexploreandtranslatehowtouseBolmanandDeal’sFourFramesofLeadership:Structural,HumanResource,PoliticalandSymbolicinanyprofessionalsetting,especiallydecisionsimpactingdonorsandthoseincludingchange.Thefourframescanbeappliedtosingularorgroupdecisionmaking.Whetheryouareearlyormidcareer,

10:45am–11:45am SESSION1

1A:EdmondJ.SafraHall

1B:Classroom1

learningthesecretsofexecutivedecisionmakingwillaidinyourprofessionalgrowth.Sessionformatincludesanoverviewofthefourframesofleadership,casestudyandQ&A.KellyBrennanhasbeenworkingineducationalphilanthropyformorethan20years.ShehasworkedforAdelphiUniversity,ColumbiaUniversity,theFireDepartmentofNewYork,NewYorkUniversityandtheNewYorkCityFireMuseum.Currently,sheworksinDevelopmentforMemorialSloanKetteringCancerCenterwheresheisresponsibleforAlumniRelations,DonorRelationsandServices,Gifts‐in‐Kind,NamedGivingandPatientReferrals.Shealsoteachespart‐timeintheHigherEducationAdministrationMastersProgramforSUNYStonyBrook.Kellyisanactivevolunteer,servingasamentorwithWomeninDevelopmentandwaspreviouslyaboardmemberfortheCouncilforAdvancementandSupportofEducation’sDistrictII,wheresheservedastheCo‐Chairofthe2015conference.Currently,sheisontheBoardofDirectorsfortheIonaCollegeAlumniAssociation,heralmamater.Kellyhasacerti icateinFundraisingManagementfromNYUandaDoctorateinExecutiveLeadershipfromSt.JohnFisher’sCollege.ThisWaytotheAfterparty:HowtoStewardStrategicallyPost‐CampaignKatieKutney,AssociateDirectorofAdvancement,BerkshireSchoolTheballoonshavedropped.You’vemet—evenexceeded—yourcampaigngoal.You’verecognizedandpubliclythankedcampaignleadership,principaldonors,annualfundvolunteers.Nowwhat?Thissessionwillsharedata‐driveninsightsintowhom,andhow,youshouldbestewardingafteramajorcampaign.Thecampaigndonorswhoemergeasthemostprominentcontributorspost‐campaignmaysurpriseyou.KatieKutneyisassociatedirectorofadvancementatBerkshireSchool,aNewEnglandpreparatoryschoolforstudentsingrades9‐12.AtBerkshire,sheleadsadvancementcommunications,donorrelations,strategy,andprospectmanagement.HerfocusisondrivingintegrationofmessagingandintentacrossallcommunicationswithconstituentstobuildandstrengthentheirrelationshipswiththeSchoolandwitheachother.PriortoBerkshire,KatieleddonorrelationsatThePingrySchoolinBaskingRidge,NJandmanageddonorrecognitionatRutgersUniversityFoundation.Apastpresenteratinternationalandregionalconferences,shegraduatedfromPrincetonUniversitywithadegreeinReligionandearnedaMaster’sinPublicAdministrationfromRutgersUniversity.

LunchcateredbyLegendaryAffairs–Madison&ParkHospitalityGroup

Noon–1:00pm LUNCHBREAK 2ndFloorEventsHall

1C:Classroom2

HowtobeLikeMartinScorseseLynneWester,DonorRelationsGuruYoudon’tneedabigbudgetandLeonardoDiCapriotomakeagoodvideo.Intoday’smediaage,peoplearemorelikelytowatchavideothantheyaretoreadacommunication.Whilesomedevelopmentshopsareleadingthechargewithfull‐timeon‐staffvideographers,unfortunatelytoomanyareunderutilizingthiseffectivecommunicationvehicle.InthispracticalsessionLynnewillsharevideosamplesanddiscusshowtopersonalizevideofortargetaudiencesusinginexpensiveandeasy‐to‐learntoolsofthetrade.LynneWester,widelyknownforherDonorRelationsGurublogandwebsite,hasquicklybecometheleadingresourceforcreatingdonor‐focusedfundraisingstrategies.Usingherexpertiseandhands‐onapproach,Lynneworkswithorganizationstokeeptheirfocusdonordriven,technologicallysavvy,strategicandalwayswithasplashofgoodhumor.LynnehasbeenfeaturedinTheWashingtonPost,CURRENTSmagazine,TheChronicleofPhilanthropy,andotherindustrypublications.TheDRGwebsiteandblogreceivemorethan100,000visitsaweekandLynne’smonthlywebinarsregularlydrawhundredsofviewers.AloyalUniversityofSouthCarolinagamecockalumna,donor,andfan,LynnealsoholdsaMaster'sdegreeinStrategicFundraisingandPhilanthropyandistheauthoroftwobooksonfundraising,TheFourPillarsofDonorRelationsandT‐RexesvsKangaroosandOtherStories:ImprovingYourFundraisingandDonorRelations.SheisalsoaformerDirectorofADRP.“Inlieuof lowers”:ACaseStudyinStewardship&RetentionofMemorialGiftsBethBryant,SeniorDirectorofDonorRelations,Hospice&PalliativeCareCenterThereismorethanonepointofentryforapotentialdonortobecomeadonor.Oneoftheseismemorialgiftsgiveninresponsetoanobituarynotice:"Inlieuof lowers,pleasemakedonationsto‐‐."Manymemorialdonationsareinfacttransactional,andwemayassumetheyarejustpassingthrough—agiftinmemoryofdearoldAuntAgnessoacousinwillgetacondolencemessage.Howdoyouapproachthistypeofdonor?Learnhowoneorganizationdecidedtomakeaconcertedefforttomoveasmanymemorialdonorsaspossiblefromtransactionalintoarelationshipthroughstewardship,storytellingandsolicitation.Moving10%oreven20%intoanongoingrelationshiptranslatesintohugedollars!BethBryantisSeniorDirectorofDonorRelationswiththenonpro itHospice&PalliativeCareCenterinWinston‐Salem,NC.Sheisresponsibleforengagingdonorsanddeliveringthebestpossibleexperiencebylettingthemknowhowtheyhavemadeadifferenceandthattheyarevalued.Beth'sphilosophyisthatallofherorganization'ssupportersdeservetobetreatedwithgratitudeandrespectbecausetheymake

1:05pm–2:05pm SESSION2

2B:Classroom1

Hospice&PalliativeCareCenter'simportantworkpossible.Sheaimstodeepenrelationshipswithdonorsinordertoencouragethemtosupportagain—ideallylong‐term—sinceitisfarmorecosteffectivetocultivaterepeatsupportfromsomeonewhohasgivenbeforethanto indanentirelynewdonor.Beth'sstewardshipplanfocuseson:thankingdonors,educatingdonorsanddeepeningrelationshipswithdonors.AMinutetoWinItintheBigAppleFacilitator:CherylLintner,DirectorofDonorRelations,MeridianHealthAf iliatedFoundationsPanelists:JulieBostian,BostonCollege;RosalindHerbsman,NorthwellHealthFoundation;MitraKeykhah,PrincetonUniversity;KatieKutney,BerkshireSchool;CherylLintner,MeridianHealthAf iliatedFoundations;DebbieMeyers,UniversityofMarylandJoinusforanADRPconferencefavoritewithalocaltwist.Apanelofpresenterswillsharesomeoftheirbestideaswiththeaudienceinaquick,rapid‐ ireformat.Wewillthenopentheforumtoquestions,discussion,andmoreidea‐sharingfromattendees.

Haveabitetoeatwhileyounetworkandvisitvendors!

It’sthe15thAnniversaryofaTransformativeGift:NowWhat?NicholeMastrianni,DirectorofStewardship,RutgersUniversityRobertaO’Hara,SeniorDirectorofDonorRelations,RutgersUniversityAshumanbeings,weviewtherecognitionofmilestonesasamainstayinallofourrelationships.Throughouthistory,ineverycountry,cultureandreligion,majorlife‐cycleeventshavebeenmarkedwithcelebrationsandcommunications.Forinstance,Jewishboysareusheredintoadulthoodatage13withaBarMitzvahceremony,surroundedbyfamilyandfriends.TheHolyRomanEmpiregavebirthtotheweddinganniversarygiftswestillgivetoday:silverforthe25thandgoldforthe50th.InsomeHispaniccountries,aswellasinPortuguese‐speakingBrazil,thequinceaneraorfestadequinzeanoscelebrationtraditionallymarksagirl's15thbirthday.Thelistofexamplesisaslongandasvariedasourcultural,religiousandnationaldifferences.Itonlymakessensethenasprofessionalstaskedwithbuildingandmaintainingrelationshipswithourrespectiveinstitutionaldonorsthatwelooktomilestonesinthoserelationshipswiththeorganizationasnaturalpointstocelebrate,recognizeand

2:10pm–2:25pm BREAK&AFTERNOONSNACK 2ndFloorEventsHall

2:30pm–3:30pm SESSION3

2C:Classroom2

acknowledge.Inthissessionwewillshareexamplesfrommanyinstitutionsofwaysinwhichtheyhaveputthespotlightonmajormilestonesinthelife‐cycleofadonor’srelationshipwiththenon‐pro it.IncludedintheexampleswillbehowRutgersresearchedandidenti iedavarietyofmilestonesfortheirtopdonorsandhowthosemilestonesarebeingacknowledgedgoingforward.NicholeMastriannirecently(andhappily!)returnedtoDonorRelationsafterathree‐yearstintasafrontlinefundraiserforMakeAWishNewJersey.AstheDirectorofStewardship‐RecognitionattheRutgersUniversityFoundation,Nicholeoverseesateamoffourpeoplewhospecializeinpersonalizedrecognitionopportunitiesdesignedtostewardtop‐leveldonors.Inher12yearsinDonorRelations,Nicholehasoverseendonorwalls,recognitionsocieties,large‐scaleandintimatedonorevents,acknowledgmentsandreceipting,andsheisexcitedtosoonforayintotheworldofendowedfundsandfundagreements.Nicholehaspreviouslypresentedonthe“LifecycleofaGift,”whichhelpstoillustratethejourneygiftstakefrominceptiontoreceiptingandacknowledgingaswellas“DemonstratingDonorImpactin60SecondsorLess.”RobertaO’HarajoinedthedevelopmentstaffatPrincetonUniversityin1986,andovertheyears,roseinranks,eventuallyholdingtheseniorleadershippositioninstewardship.In2014,Robertareturnedtoherundergraduatealmamater,RutgersUniversity,asSeniorDirectorofDonorRelations,withoversightofEvents,StewardshipAccountabilityandStewardshipRecognition.RobertawasafoundingmemberoftheNewEnglandStewardshipConference,whichultimatelybecametheAssociationofDonorRelationsProfessionals.Afrequentpresenteratconferences,RobertahasalsoservedastheinauguraltreasurerofADRP;ContentChair,ADRPInternationalConference(2014);andConferenceChair,ADRPInternationalConference(2015).RobertaholdsaBachelor’sdegreeinEnglishandPsychologyfromRutgersandaMaster’sdegreeinEnglishLiteraturefromNortheasternUniversity.LessonsfromLoss:AdvancingThroughTragedyVanessaDiCarloCarta,DirectorofDonorEngagementandStewardship,UniversityofMassachusettsBostonThreeyearsintoacampaignandtwodaysaftercommencement,ourbelovedViceChancellorforUniversityAdvancementdiedtragically.Ourorganizationhadneverplannedforthispossibility,andweweretotallyunpreparedforthepersonalandprofessionalchallengesthatfollowed.Thissessionwillexplorehowourteamandouruniversityreactedtothisloss,sharevaluablelessonswelearnedthehardwayandidentifyhowyourorganizationcanbegintomakeanemergencysuccessionplan.Topicswillinclude:communicatingaboutdeathwithdonorsandtopprospects;stewardingfamilyandcolleagues;leadershiptransitions;appropriateoutletsformourningandhowtohandlethenot‐so‐appropriatereactionsintheworkplace;andthingswewishwe'dplannedforsooner.VanessaCartaisDirectorofDonorEngagementandStewardshipattheUniversityofMassachusettsBoston,whichiscurrentlyinthemiddleofa$100millioncampaign.HereightyearsatUMassBostonhavebeenspentexploringwaystoenhancethedonorexperiencewithendlessencouragementfromuniversityleadership.Vanessabringscerti iedyogateachertrainingandamaster’sdegreeinCon lictResolutionto

3B:Classroom1

herwork—botharerequireddaily.ShewasalsoaproudrecipientofADRP’sSherylBlairScholarshipin2012.SnapOutofIt!ChangingYourOutlookonDonorCommunicationsDebbieMeyers,SeniorDirectorofDonorRelationsandStewardship,UniversityofMarylandAreyouracknowledgmentsaseriesoffundraisingMadlibs?Doyousufferfromchronicwriter'sblock?Areyourpublicationsin irstpersonanddotheysoundlikeaBritishliteratureessay?Timetosnapoutofit!Thissessionwillshowyounewwaystolookatyourdonorcommunications—format,medium,content,toneandwordchoice.You'lllearnhowtowriteFORyourdonors,notATthem,incompellingwaysthatgetacrossyourmessageandgratitude.Thoughwewon'tdelveintogrammar,punctuationandsyntax,asupplementarystyleguidewillprovideyouwithtipsandmnemonicstoreviewonyourown.DebbieMeyersisSeniorDirectorofDonorRelationsandStewardshipattheUniversityofMaryland.PreviouslyshewasDirectorofDonorServicesatCarnegieMellonUniversityforeightyears,wheresheoversawdonorrelations,stewardship,eventsandgiftdocumentation.AttheUniversityofFloridaFoundation,asDirectorofStewardshipandDonorRelationsfornineyears,sheservedasacentralresourcetomorethan45developmentof icersat20collegesandunits.Herdevelopmentcareerbeganin1986asPublicationsDirectorforUF'shealthcenterdevelopmentof ice,thenasDevelopmentandAlumniDirectoratBishopMooreHighSchool(heralmamater),andDevelopmentDirectorattheOrlandoMuseumofArt.AfoundingboardmemberoftheAssociationofDonorRelationsProfessionals,sheearnedaBachelor'sdegreeinEnglishfromLoyolaUniversityinNewOrleansandaMaster'sdegreeinJournalismfromUF.

THANKYOUFORJOININGUS!WEHOPETOSEEYOUAGAINNEXTYEAR.FORMOREINFORMATIONABOUTADRP,

PLEASEVISITWWW.ADRP.NET

3C:Classroom2

ASPECIALTHANKSTOOURSPONSORS!

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SavetheDate!

ADRP's14thAnnualInternationalConferenceSeptember26‐28,2017attheRioLasVegas

Joindonorrelationsandstewardshipprofessionalsfromaroundtheworldthis

fallatthe14thAnnualAssociationofDonorRelationsProfessionalsInternationalConferenceinLasVegas,Nevada,TuesdaythroughThursday,September26‐28.Asanattendeeatthelargestinternationalconference

dedicatedtodonorrelationsandstewardship,youwillbringyourknowledgetohelpotherprofessionals,whetherjuststartinginthe ieldorexperiencedin

severalareasofphilanthropy.

Haveagreatideayouwanttoshare?Submitaproposalonlineatwww.adrp.net.Thedeadlinehas

beenextendedtoMonday,March13,2017.

ADRP NYC 2017 Program 3-2-17

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