Thursday, February 22, 2007
Track Session 1A: 9:15 a.m. - 10:30 a.m.
Without the Donor There is No Gift!Darin DeAngeli
Attorney
Ahrens & DeAngeli
Without the donor, there is no gift. Consequently, development officers must pay particular attention to their relationships with donors and develop a good working knowledge of planned giving. Darin DeAngeli will draw on his extensive experience in family estate and tax planning to teach you how to get the most out of any encounter with a potential donor while emphasizing the importance of paying close attention to the relationship. Darin will also give you a few tips on the different gift vehicles and strategies to help provide your donors with the information they need. You’ll learn about these alternatives and the best methods available to fund them, allowing you to supply your donors with information about the many ways they can provide for their families and the organizations they love!
Track Session 1B: 9:15 a.m. - 10:30 a.m.
Getting the Most From Your BoardPauline Thiros
Development Director
Idaho State University
Pauline Thiros has worked extensively with foundation boards of both large and small universities and will provide practical steps and insights to working more effectively with your own Board of Directors. Learn how to identify board member strengths and incorporate them into your plans, communicate more effectively, set meaningful goals, and develop an improved board over time. This session is a virtual toolbox to help you get the most from your board.
Track Session 2: 11:00 a.m. - 12:15 p.m.
Creating a Culture of PhilanthropyBob Yardley
Regional Manager
The Alford Group Inc
While institutions of higher education are reasonably generating philanthropic support, most are not raising what they could or need. The determinate of extraordinary success is the presence or absence of a philanthropic culture.
Culture is the substance that causes people to bond with your institution. It dictates how people think and behave, and it is so influential that it defies contradiction. Culture is the force and the spirit that brings internal values, attitudes and beliefs into sync, giving an institution the power to connect with external constituents and secure financial resources. Culture can be an asset when healthy and a hindrance if it is dysfunctional.
Fundraising is not the primary responsibility of development professionals. Building a philanthropic culture is.
Track Session 3: 2:00 p.m. - 3:15 p.m.
Marketing Techniques for Planned GiftsJeremy Stelter
West Coast Marketing Consultant
The Stelter Company
Nonprofit organizations, whether large or small, can no longer ignore the need to have an effective planned giving marketing plan that understands and uses different channels to communicate with their various constituents and loyal supporters. With more than two million nonprofits in the United States and increasing competition for donors’ attention, marketing planned gifts successfully is demanding a multi-tiered effort. The Internet, like direct mail, is becoming more important as a dynamic tool even with older donors.
Jeremy will present the tools in traditional planned giving marketing, the essential features of a good planned giving Web site, the challenges of electronic marketing and how to measure success. He brings the Stelter Company’s 44 years of marketing experience as well as the firm’s extensive research, development and maintenance of more than 800 Web sites nationally.
Jeremy Stelter
Jeremy Stelter is the West Coast Marketing Consultant for The Stelter Company, a national planned giving communications firm that focuses on print and web marketing, demographic screenings and training. Their home office is in Des Moines, Iowa with regional offices in Fort Worth, TX, Denver, CO, Chicago, IL, Columbus, OH, Hartford, CT, and Washington, DC. The Stelter Company, which was founded 44 years ago, currently services more than 1,800 organizations nationally with a staff of over 70 individuals. Jeremy’s primary responsibilities include product development and sales. He personally works with 300 clients in a region stretching from Arizona to Washington. Jeremy is a graduate of the University of Iowa and currently resides in Denver, Colorado. He is an avid outdoorsman who can usually be found snowboarding, golfing, camping or fly-fishing in the Rocky Mountains of Colorado with his wife Michelle, Golden Retriever Kirby, and Newfoundland puppy Lola!
Track Session 4: 3:45 p.m. - 5:00 p.m.
Annual Giving - Making a Good Program GreatJennifer Harris
Vice President
Ruffalo Cody
Christopher Bingley
Vice President of Annual Giving and Advancement Services
Washington State University Foundation
Direct mail, phonathon, donor recognition levels, volunteers and personal solicitation – where should we begin? In this session we will explore the many different facets of an annual giving program and how to grow your programs from good to great. Whether you’re a new annual giving professional, new to your current program or a seasoned veteran, come and hear success stories and lessons learned as program growth tries to keep up with university expectations.
Friday, February 23, 2007
Track Session 5: 9:15 a.m. - 10:30 a.m.
Beyond the Silos: Building an Integrated Advancement ModelJennifer McDonough
Consultant
Bentz Whaley Flessner
This presentation will define and explore the powerful organizational and programmatic advancement model which integrates the development, alumni or constituent relations, and communications/marketing functions. Among the elements of the session will be an exploration of the benefits of such a model and strategies for design and implementation. In addition, content will be shared on changing organizational culture and attitudes and on developing aptitudes and capacities for effective and efficient partnerships and collaborations within advancement operations and across the larger organization.
Track Session 6: 11:00 a.m. - 12:15 p.m.
What do Funders want from Development Offices?Silak, Bettis, Fisher, Ward
Foundations
This session features a panel of leaders from Idaho Foundations and Corporations. The tables are turned as each panelist describes their process of reviewing proposals and what their expectations are for development officers. Join Cathy Silak, Idaho Community Foundation; Laura Bettis, Laura Moore Cunningham Foundation; Deeana Ward, H.P.; and Lori Fisher, Albertsons Foundation as they use this opportunity to talk to you.
Track Session 7: 2:00 p.m. - 3:15 p.m.
Specialized Annual CampaignsK.C. Felt
Annual Giving Director
Idaho State University
If you are looking to expand your annual campaign in your community and garner support from businesses and corporations, you need to hear about this specialized campaign from the expert! KC Felt, a veteran Annual Giving Director, will explain how to construct a business to business campaign that will increase your bottom line while garnering community support for your institution. She’ll show you how this successful 20 year campaign has engaged key players from the community while making it a fun event for all involved. You’ll learn how to design a campaign to appeal to your local community by establishing partnerships with businesses, chambers and service groups, while rewarding volunteer participation and grow your annual fund base all at the same time!