AFP-CNY Fundraising Day: Share, Impact and Make a Difference
Monday, June 10, 2013 from 8:30 AM to 4:00 PM
AFP-CNY Fundraising Day
Share, Impact and Make a Difference
Monday, June 10, 2013
Crowne Plaza Hotel, Syracuse, New York
8:30 am: Registration, Networking and Continental Breakfast
9:00 am: Welcome to AFP-Central New York Fundraising Day
Deborah Reinhardt Youmans, CFRE - President, AFP-CNY Chapter
9:15 am: Keynote Address
‘Ethics and Risks When Running to Goal’
Sally Boucher, CFRE
Director of Research, WealthEngine
In our noble and honorable profession of philanthropy, you are responsible for the funds needed to support and enhance the mission of your organization. Are the methods and measures used to reach your goal in line with professional ethics or do you find behavior that could be described as a risk to the organization and the mission it proclaims? As the compliance officers for our organizations, it is more important than ever that we not only understand the importance of ethics and integrity in our day to day work lives, but have a framework through which we can untangle situations and decisions. A framework for deciphering ethical dilemmas ensures we make decisions consistent with our and our organizations values, grounded in unbiased analysis.
In this passionate and ‘no holds barred’ keynote address, discover what lies at the core of our behaviors, how to examine yourself and the behavior around you, in addition to understanding the best practices for leadership and decision making.
10:30-10:45 am: Break
10:45-12:00 pm: Morning Sessions
Making Major Gifts, Major
Presenter: Sally Boucher CFRE, WealthEngine
In this session, learn how to apply data to prospect discovery, qualification and segmentation processes to build a foundation for a major gifts program that optimizes cultivation, relationship building and the successful solicitation of major gifts for your organization. No fundraising method holds more promise for transforming a development program than major giving. Find out how data and analysis can ensure you are maximizing your organization’s potential.
Creative Communication & Marketing
Presenter: Michael Meath, Strategic Communications
The success of your fundraising is directly tied to how well you communicate your mission and impact. In this session, learn how to build an effective marketing and communications plan that articulates and conveys your unique organizational story to prospective donors, and keeps loyal friends and donors engaged. Be creative, be inspiring!
Planned Giving for Charities 101: Should We Call a Lawyer?
Presenters: Christine Woodcock Dettor, Esq., and Emilee K. Lawson Hatch, Bousquet Holstein PLLC
We will address the question charitable organizations ask themselves time and time again – do we need to call our lawyer? There are some “red flags” to recognize when negotiating gifts to charities with some donors. What should development professionals be aware of when planning for and receiving charitable gifts and bequests? We will discuss the importance of managing the expectations of donors and compliance with the law when accepting gifts and bequests. We will also solve the mystery for charities when legal notices are received in trust and estate proceedings.
12:00 Noon: Co-Partnership Displays (open until 4:00 pm) and Networking
Spend time with our co-partners to learn about their services and products as they proudly support AFP-CNY!
12:30-1:30 pm Conference Lunch, Round Tables and Affinity Groups
1:45-3:00 pm Afternoon Sessions
Homegrown/Organic Predictive Modeling
Presenter: David Robertson, Syracuse University
How would you like to be able to turn on (literally) a predictive modeling and forecasting tool hidden deep within the recesses of Microsoft Excel? This session examines the basic analytical functions and formula already available to you in Microsoft Excel that drives all predictive and forecasting models, allowing you to objectively see the specific characteristics of your ‘direct mail donor’ ‘annual gift donor’ and ‘major gift donor.’ By understanding these characteristics of ‘those who give,’ you will be able to create predictive modeling for those individuals that are your best prospects. You will come to understand that predictive modeling is NOT rocket science and walk away armed with the tools to begin predictive modeling Tuesday morning, guaranteed!
Finding, Keeping, and Engaging Board Members: A Chair’s perspective
Presenters: Deborah E. Moore, past chair of Make a Wish Foundation and Paul Ross, founder of the original Ronald McDonald House
Have you ever wondered what motivates your board to open their rolodex and help expand your networks, engage fellow board members and solicit financial support? Local board chairs discuss their thoughts on a Board’s role in fundraising, advocacy, and peer-to-peer leadership. This session will offer great take-homes for organization staff and board members alike.
Fundraising is a Team Sport
Presenter: Cassandra George Ramos, Principal, Wind and Water Consulting
In fundraising, we’re not talking about beating an opponent. But what would happen if we could put together a team in which members set goals, made decisions, communicated, managed conflict, and solved problems in a supportive, trusting atmosphere in order to accomplish their objectives? Join us for a spirited discussion, some pointed questions and, hopefully, some fresh ideas. Feel free to wear your team colors!
3:00-4:00 pm Co-Partnership Displays and Open Networking
Spend time with our co-partners to learn about their services and products, enjoy an afternoon beverage and the pleasure of being in the company of your professional colleagues.
3:15-3:45 pm Specialized Sessions
Begin the CFRE Journey
Julie Billings CFRE, Karen Ferguson CFRE, and Deborah Reinhardt Youmans CFRE
What is a Certified Fundraising Executive? What does it take to earn this credential? How does one begin this journey? Attend this session, hosted by the AFP-CNY Professional Development Committee, to discover the first step and beyond for your professional aspirations, growth, and development.
AFP-CNY Volunteer/Committee Information
Jenn Owens, Fritz Diddle, Lynn Hy and Monica Merante
Learn what volunteer development opportunities are available for you through the AFP-CNY Chapter. Volunteer opportunities currently exist for a variety of committees such as Education, Membership, and Communication. You are cordially invited to come and see if a unique opportunity matches your interest, skills or passion!
4:00 pm AFP-CNY Fundraising Day 2013 “Rapid Raffle Draws"
When & Where
Association of Fundraising Professionals of Central New York
For more than 40 years, the Association of Fundraising Professionals (AFP) has been the standard-bearer for professionalism in fundraising. AFP represents 25,000 members in 163 chapters in the United States, Canada and Mexico, all working to advance philanthropy through advocacy, research, education and certification programs.
Among our main purposes is the promotion of the AFP Code of Ethical Principles and Standards of Professional Practice and the Donor Bill of Rights.