2012 WVDO Conference Schedule
Thursday May 17th 2012
Conference Schedule at a Glance PDF
Since 1992, the Crystal Awards have publicly recognized outstanding achievement in fundraising and created pride in the development profession. This year WVDO will recognize four leaders in fundraising by presenting these awards:
- Starbright Award
- Barbara Stallcup Miller Professional Achievement Award
- Executive Leadership Award
- Community Hero Award
Look for opportunities throughout the Conference to honor the award winners and learn from their successful development strategies.
♦ Heritage Ballroom (Fourth Floor) ♦
How a struggling nonprofit surpassed its fundraising targets by creating a compelling case for donor support and how other nonprofits can do the same
The presentation will use a 2011 case study of Parrott Creek Child & Family Services to illustrate an effective approach to fundraising. Melissa will be joined in the presentation by two consultants retained by Parrott Creek in the execution of this approach: Rich Bruer, a Portland, OR branding and communications advisor, and Jay Rymeski, a Portland, OR video producer and writer. They will speak to how an organization unprepared for fundraising was able to surpass critical fundraising targets in 2010/11. They will break down their successful approach and show how it can be adopted by other nonprofits in making their case for financial support.
Learning objectives:
- Preparing board and key staff members for their fundraising role and responsibilities
- Building an emotionally compelling case statement that inspires board and staff as much as donors
- Bringing your case statement to visual life and drawing donors into your story
Presented by: Melissa Thomsen, Director of Development - Parrott Creek Child & Family Services.
Rich Bruer, Principal - R. Bruer Company.
Jay Rymeski, Founder - Current Communications.
What do I do with the donor prospects now? - brainstorming, interaction, ideas and a review of Creative Cultivation
Throughout 25 years of development work, I've thought of and implemented template cultivation for a more generalized use, very specific cultivation (e.g. when we asked a donor for a "top off" gift to a match, I presented him with a top hat to celebrate his saying 'yes') to truly out-of-the-box cultivation/stewardship (a bathrobe competition while donors stayed overnight in the dorm rooms they "sponsored" which had 40 participants!). This session will be fully integrated and participants will be creatively "divvied up" in small groups that will consider general (such as a presentation by a faculty member at your institution), cultivation of "those around the donor" such as flowers for the assistant who helps arrrange things, "touches" such as sending an article or quick e-mail link, exclusive personalized cultivation (such as having a personalized cake made for the occasion of a visit) and out-of-the-box cultivation that will surprise the workshop participants. Small groups of participants will generate their own ideas to share, after hearing some "words of inspiration" from me, then the whole group will hear all the best ideas.
Learning objectives:
- How to distinguish various types of cultivation and why they are important
- Fresh ideas for cultivation and stewardship
- Why thinking "out-of-the-box" in particular is important for donor acquisition and retention
Presented by: Lori Sweeney, Director of Development, Neurosciences - OHSU Foundation.
Two development professionals, who have more than 20 years combined experience raising funds from local and regional corporations and businesses, will share habits, systems, and best practices that will lead to more effective proposals, better relationships and stronger partnerships with businesses of all sizes. Participants are asked to bring one challenge that they have been facing in the pursuit of corporate support for their organization. A case study from a local corporate representative may be included in this session.
Learning objectives:
- Best practices and regular habits of effective Corporate Relations Managers
- Why it is important to put yourself in the “shoes” and “minds” of the corporation when approaching them for any type of support
- Relationships matter more than anything else
Presented by:
Cynthia Thompson, Director of Development & Marketing - Macdonald Center.
Jane Morrison, Corporate Relations Manager - Oregon Humane Society.
Trends in high net worth philanthropy and why (and how) WE need to keep up
Recent research on high net worth philanthropy and philanthropic trends shows in no uncertain terms that donors are demanding a new level of connection to the cause and are looking for giving opportunities that accomplish a number of new objectives. They are also seeking advice from new sources and trending away from the traditional planned giving channels. In this presentation, we will outline those trends and highlight ways to accommodate them through donor-centered fundraising.
Participants will:
- Learn how women, baby boomers and other factors are changing the way affluent donors give
- Learn what research shows is what high net worth donors "expect" from both their advisors and their gifts
- Understand better the unique place that the nonprofit can fill at the donor's planning table
Presented by: Tracy Love-Silver, President/founder - Shared Legacy Resources.
Insights into what engages visitors and makes gets them to donate and how good user experience ties into strong Search Engine Optimization
This workshop will examine nonprofit websites. We’ll look at key principles of information design in relation to goals. We’ll share new findings in neuro web design that offer surprising insights into what engages visitors and makes it more likely they will donate. And we’ll demonstrate how good user experience ties into strong SEO (Search Engine Optimization).
Learning objectives:
- specific, concrete advice on improvements they can make in wording, design, layout, and structure to their organization’s website
- Clear and effective strategies that can be applied to any organization’s website
- Common misconceptions about website design will be revealed
Presented by:
Julia Stoops, Owner and Creative Director - Blue Mouse Monkey Inc.
Shelise Gieseke, Studio Manager - Blue Mouse Monkey Inc.
You asked and we listened. Conference survey results in 2010 indicated participants wanted additional time to network with one another. This lunch hour will provide you with the opportunity to meet with people who have like-minded interests.
Tables are designated by areas of interest including: Animals, Arts, Community, Education, Environment, Health, Housing, and Social Services, as well as WVDO Affinity Groups: Data Information, Major Gifts, Monthly Giving, Planned Giving, Special Events, Strategic Planning, and Small Shops. There will also be several open tables for general seating, where numerous topics can be discussed or time can be spent getting caught up with long lost friends.
Story Telling to Raise More Money at Your Next Event
The special appeal is the biggest opportunity to raise funds the day of your event. Do you have a strategy in place for how to execute your special appeal?
Topics will include:
- Telling your story effectively to engage donors
- Placing your appeal at the best point in your program to maximize donations
- Leveraging challenge gifts or grants
- Identifying giving levels
- Working with your emcee and auctioneer to ensure a fantastic appeal
Presented by: Samantha Swaim, Director/Event Strategist
♦ Renaissance (Third Floor) ♦
Change is a word we use constantly and something we all desire, but the mechanics of making it happen is not something we fully understand
David will discuss organizational assessment - readiness for change, creating a shared vision, bringing your stakeholders along with you, managing the message (internal and external), and making sure all the pieces are in place to ensure that the change is successful.
Learning objectives:
- how to get stakeholders past the fear of change
- how to build a shared vision
- how messaging is so tied to successful changes
Presented by: David Cohen, Executive Director - Friends of Tryon Creek State Park
♦ Library Room (Second Floor) ♦
Mutual respect and trust are essential to effective teams and organizations. But how do we create that? This workshop will give you concrete tools for cultivating trust and respect, and nurturing creative, strong and effective teams
We all want to live in, and cultivate, environments of mutual respect and trust, but too often, we instead find ourselves feeling judged, or judging others, usually without very much real information about what other people are experiencing or thinking.
This interactive workshop will:
- Use a story-based exercise, done it triads, to explore what makes us feel respected, and disrespected, and what happens to us in each case (what respect nurtures)
- Explore ways to stand in curiosity, and to use curiosity to identify assumptions, misunderstandings and confusion, to troubleshoot conflicts and problems, and to build understanding, collaborative spirit, and effective partnerships
- Learn to translate “why” questions into “what” questions, and explore how that moves from that fogginess and defensiveness into a more concrete and forward-looking energy
- Learn some powerful “what” questions that help us stay in curiosity when that is challenging, and focus on solutions rather than who is “right” and who is “wrong".
Learning objectives:
- Identify what makes us feel respected and disrespected, and what respect nurtures, and learn – though experience – concrete ways to cultivate mutual respect in teams and organizations
- Learn, and practice, powerful tools for identifying assumptions, misunderstandings and confusions; troubleshooting conflicts and problems; and building understanding, collaborative spirit and effective partnerships
- Learn and practice a simple technique for creating clarity and concrete ways to move forward when you, or your team/organization, are bogged down in fogginess, defensiveness, or unproductive conflicts
Presented by: Tasha Harmon, Founder - New Perspectives Coaching, Training and Facilitation.
♦ Card Room (Second Floor) ♦
A smart and practical assessment of the strategic value of peer-to-peer social fundraising drives, a promising trend in online giving, for NPOs large and small
Software vendors invest heavily in marketing and advertising online fundraising systems to potential clients in the nonprofit sector, taking particular care to highlight the massive amounts of online donations they have collected for large national charities.
For a Development Officer or Executive Director it's difficult to predict the strategic value these systems will bring to your organization. Do these systems do anything to inspire increased giving for small or mid sized groups? Are very large charities thriving because of the software they use, or in spite of it? This presentation provides a framework for evaluating the strategic value of online giving systems and takes a closer look at a very promising trend in online fundraising, peer-to-peer social fundraising drives.
Participants will:
- Examine how tried-and-true fundraising principals were applied in three real-world case studies to build successful online giving and peer-to-peer fundraising drives
- Discuss the relevance of strategies presented in three real-world case studies to their own organization's culture, donor base, mission, and capacity
- Leave with an understanding of some current peer-to-peer fundraising systems, and, perhaps more importantly, a framework with which to evaluate new and emerging fundraising systems
Presented by:
Noah Kleiman, Nonprofit Ambassador - OpenSourcery.
Holly Ross, Executive Director - NTEN
♦ Billiard Room (Second Floor) ♦
Engaging the younger generation in giving and community
Millennials are the fastest growing group in the workforce and a critical demographic to the future success of non-profit organizations. While the “we generation” is committed to creating positive change in the community there are many struggles in understanding the appropriate vehicles to engage these “flexible loyalists.”
With experience and insights from Net Impact, Oregon Environmental Council, FMYI and The Bus Project, Graeme Byrd and Scott Stein share best practices, case studies and tools to engage and involve these change agents.
With Direct Measurable Experience, Graeme Byrd and Scott Stein have worked closely engaging this generation with a variety of businesses and organizations committed to creating change. Additionally, both gentlemen are collaborating on the Portland Impact session for the Bus Project at the 2011 Net Impact conference focused on millennial engagement.
Learning objectives
- Best Practices and examples
- Tools for engagement
- Speaking the language
Presented By:
Graeme Byrd, Business Development & Collaboration Manager - FMYI [for my innovation]
Chapter Leader - Net Impact Portland Professional Chapter
Scott Stein, Development Director - The Bus Project
Membership - Net Impact Portland Professional Chapter
Leveraging your own credibility, interpreting the motivations of your major donors and adding simple, creative stewardship will connect your major donors to your organization for years to come
It’s great when that one big gift comes in, but how can you increase your odds in getting major gifts every year? It’s not enough to get the one-time major gift; with 1.5 million non-profits in the country vying for the same donor dollars, it’s imperative to learn the methods that retain major donors. Every interaction with your major donors is a an opportunity for you to gain a better understanding of what motivates them to give to your organization - learn to read and interpret your donors. Stewardship shouldn’t be an afterthought – adding simple and creative stewardship to your weekly activities will significantly increase the odds of retaining your major donors. See how leveraging your own credibility inside your organization can make a significant impact on your success outside your organization. In this workshop, you’ll discover new ways to connect your major donors to your organization for years to come.
Learning objectives:
- Why an accountable organization is key to your fundraising success
- How development professionals are uniquely positioned to influence accountable organizations
- What donor satisfaction looks like
Presented by: Karen Santangelo, Executive Director - Providence Child Center Foundation
♦ Grand Ballroom (Third Floor) ♦
How to assess and plan for fundraising and campaign readiness, including staff preparation, operations infrastructure needs and design and raising prospect and community awareness
Fundraising success is more than just meeting your dollar and number of contacts goals. It's about organization, staff, community growth and achieving a vision. Questions for evaluating your efforts offer a terrific beginning to planning for success in fundraising initiatives and capital campaigns.
This session will help prepare for:
- Organizational readiness
- Staff preparation
- Infrastructure needs and design
- Prospect/community awareness
Learning Objectives:
- How to build a strong foundation for fundraising success
- Understand the operations considerations for fundraising and campaign readiness
- Questions to ask to assess your needs and readiness
Presented by:
Chris Mildner, Director of Research - Clark College Foundation.
Dianna Baker, Director of Research - Legacy Health Systems Foundation.
♦ Billiard Room (Second Floor) ♦
Funders are utilizing social media to share funding priorities, announce RFPs, and in other forums too. Learn about tools and trends for mining this information!
An interactive session to apply social media tools in real time, hear from grantwriting experts and funders about the importance of social media in helping funders communicate priorities and preferences about funding.
Laptops are welcome for real time use of newly introduced tools and to help you discover a few new tools of your own.
Session Objectives:
- Knowledge of current trends associated with funders and utilizing social media in research and developing relationships
- Ability to directly and immediately utilize tools and methods introduced during this session
- Practical tips and tactics for mining gems of research and building funder relationships via the social media universe
Presented by: Brenda Ray Scott, CFRE, Principal - Adept Diva Consulting
♦ Card Room (Second Floor) ♦
Recognition isn’t just a name on a donor list or a standard acknowledgment letter in the mail. Many entry level gifts are “tests” by donors capable of much larger gifts to see how you do before they make that gift. Sadly we often drop the ball on recognizing these opportunities. By utilizing a stewardship matrix you can ensure no donor is forgotten and raise the chances of that one-time gift becoming annual support –or more.
Presented by: Bianca McCarthy, Director of Development - Lan Su Chinese Garden
♦ Renaissance (Third Floor) ♦
Knowledge and skill-building for nonprofits applying venture philanthropy thinking to strategic planning, evaluation, and fundraising as integrated, long term organizational capacity development
This three part session will: Present a summary of a framework for venture philanthropy thinking with a focus on using the tools of strategic planning, evaluation planning and resource development planning. Session will use handouts and incorporate “train-the-trainer” principles so that participants can adapt and represent the materials to their agencies;
Using a case study approach, apply the principles described to illustrate what a successful implementation of a venture model looks like;
Small group exercises where participants compare and contrast their existing agency strategy with a venture approach to strategy and assess how a venture approach might inform and strengthen their individual agency’s planning processes including an action planning worksheet where participants plan follow up application of principles after the session.
The session includes these Knowledge Concepts: Social Impact Modeling; Characteristics Of Venture Philanthropy; Nonprofits And Venture Philanthropy Thinking; Review of Planning Tools Strategic, Evaluation and Resource Development.
Application Tools Included: Handouts and slide templates to present information; worksheets and tools to apply knowledge concepts.
By the end of the session and using handouts each participant will be able to:
- Present the basic concepts of venture philanthropy through the nonprofit agency lens and describe the role of strategy, evaluation, & development planning in a venture philanthropy approach (knowledge)
- Apply the concepts to their own agency’s strategy to assess how principles of venture philanthropy thinking can strengthen strategy
- Develop an implementation plan to use venture philanthropy thinking to strengthen organizational capacity
Presented By: Mark Fulop, Owner & Principal - Facilitation & Process, LLC
♦ Library Room (Second Floor) ♦
Join Doug Stamm, conference exhibitors and a variety of Event Hosts for the ultimate friend-raiser. You will be welcomed on the red-carpet with champagne and then have the opportunity to:
- Make A Hole In One - Photo With Trophy Included
- Bowl A Strike - Photo Included
- Race A Bike To The Finish-Line - Photo Included
- Receive A $1 billion Contribution From WVDO Presented By Doug Stamm - Photo Included
- Participate In The Conference Wine-Tasting Event
- Use Exhibitor "Dollars" To Buy Raffle Tickets
Meet all the conference sponsors and the special Ultimate Friend-Raiser sponsors:
- Andie Petkus Photography
- Community Cycling Center
- Langdon Farms
- MyEmma
- Vibrant Table
- West Coast Event Productions
All events are first come/first served. Conference Registration Required. Invitations are included in your conference program.
♦ Heritage Ballroom (Fourth Floor) ♦
Friday May 18th 2012
A campaign generally has a fixed timeline and a fixed dollar goal. This panel will use Reed College's public phase of a $200 million comprehensive campaign as a case study. We will emphasize the importance of gearing a campaign with different major gift fundraising strategies at different points of the 5-year campaign.
The goal of the discussion is to be relevant to any organization currently working through or planning a campaign, regardless of the size of one's shop, the amount of one's campaign goal, or the capacity of one's constituents. We aim to encourage organizations to be intentional with campaign strategy, to be comfortable with flexibility and adept with change.
Presented by:
Marianne Calhoun, Major Gift Officer - Reed College.
Jan Kurtz, Director of Development - Reed College.
Duncan Rotch, Major Gift Officer - Reed College.
Susan Walcutt Major Gifts Officer - Reed College
Jeff Wright, Major Gift Officer - Reed College.
Hugh Porter, Vice President for College Relations - Reed College.
Chris Brentlinger, Director of Major Gifts - Reed College.
♦ Renaissance Room (Third Floor) ♦
A hands-on session, participants bringing a one-two page grant they have written will get specific feedback from an experienced grant professional and their peers
A panel of experienced grant professionals will share their top tips for putting together a successful grant. We will discuss specific pieces of the proposal including: Needs section, Sustainability, Budget and Evaluation plans as well as how to effectively weave all of the pieces together. We will also share lessons learned from our own successes and denials!
Experienced grant professionals for this sessions will include:
- Rick Horton, Grants Manager for the Oregon Zoo Foundation and President of the Oregon and SW Washington Chapter of the Grant Professionals Association
- Alyssa Hanada, Grant Consultant and Secretary of the Oregon and SW Washington Chapter of the Grant Professionals Association
- Susan Jordan, grant writer for Portland Public Schools, founding member of Oregon and SW Washington Chapter of the Grant Professionals Association, and federal grant reviewer
- Michael Wells, published grants author and PSU faculty, founding member of Grant Professionals Association, one of the developers of the Grant Professional Certification exam, and federal grant reviewer
Presented By: Darcie Spar, Associate Director, Development Operations - Oregon Red Cross
♦ Grand Ballroom (Third Floor) ♦
Ways to help your board become a source of long-term funding for your organization and love doing it.
Though fundraising is an important part of the job description for most board members, it is often one of the most challenging for them. By implementing this successful formula, participants will learn a series of skills that they can implement with their boards and staff. This includes transforming how board members think about fundraising and reconnecting them to their personal passion for their agency through group/partner exercises. By articulating the stories about their agency that inspire them, board members are empowered to motivate prospective donors to become involved/contribute and to help rekindle the interest of current or past donors. Participants will gain insight into the value of nurturing long-term relationships vs. one-time gifts and develop ideas for their agency’s ‘Buckets of Opportunity’.
These “Buckets” are opportunities to introduce prospects to the organization, providing an experience of the agency’s mission and interaction with staff. For some it may be fundraising events, graduation ceremonies or tours. This process helps dispel the age-old fear that fundraising is about strong-arming, pressure or manipulation, and it builds long-term, passionate donors.
Participants will learn the following:
- How to shift board members into a more comfortable – even enjoyable - relationship with fundraising
- How to reignite passion and commitment
- How to design options for engagement of prospective donors that are fun, educational, and very compelling
Presented By:
Sally Dadmun Bixby, Director of Development - Our House
Nancy Sellers, Vice Chair - Our House
♦ Library Room (Second Floor) ♦
Diving deeply into social media tools, metrics, and examples of tips and tricks from successful social good campaigns
Facebook, Twitter, LinkedIn and other social media tools have become a powerful force in helping nonprofit organizations connect with their donors, volunteers and supporters. We will review social networking strategies and tactics for nonprofits with a focus on ensuring the time invested in these new tools leads to marketing and fundraising success. Topics will include: measuring return on investment, locating prospective partners and clients and making the nonprofit’s voice coherent and cohesive on all levels.
Learning objectives:
- Developing strategies and tactics that reflects the organization’s goals and mission
- Discovering free tools that can replicate the more expensive ones used by large organizations with big dollars and staff
- Finding efficiency through automation, time management and community building
Presented By:
Noland Hoshino, Co-Founder - [B]cause Media Social Communications
Ash Shepherd, Project Strategist - NPower Northwest
Zan McColloch-Lussier, DJ & Strategist - Mixtape Communications
♦ Billiard Room (Second Floor) ♦
Using Storytelling to unite different groups; creating fundraising ambassadors from volunteers, staff and even donors
Co-presenters Richelle Morgan and Amy Blake have honed their story-collecting and storytelling skills through 28 years of combined experience in the communications field. Their expertise includes strategy, planning and execution in direct mail fundraising, employee communications and marketing. They have worked with non-profit and corporate organizations in the areas of education, environment, community development, energy, science and human rights.
Participants will learn:
- 5 Keys to shaping a story that unites, inspires and engages donors, volunteers and staff alike
- How to find and generate stories to benefit their organization
- How to break down organizational silos to share and disseminate stories more effectively and turn staff, volunteers and donors into fundraising ambassadors
Presented By:
Richelle Morgan, Creative Consultant - ARC Communications
Amy Blake, Creative Consultant - ARC Communications
♦ Card Room (Second Floor) ♦
The organization's artistic leader wants funding to create new, possibly challenging art that will keep the company vital. The managing director wants money to fund basic operations. The donors like the status quo - maybe from two decades ago! - and are tired of hearing about the budget challenges. The community at large thinks the arts are just "fluff" and may not merit support at all.
Sound all too familiar? Finding the connections that will unite all these players around a common goal is crucial to fundraising success for the arts. And it's doable. This session will explore ways to build the case from the inside out, get your leadership on board, and craft donor-centered messaging that can educate and galvanize your public. Our approach is applicable beyond the arts, for any organization with a staff of expert program specialists.
Learning objectives:
- Educate artists (or program staff) about fundraising and donor/community interests
- Work collaboratively within your organization to help articulate a strategic vision that's relevant to real people
- Frame the vision into a case that speaks to the donor/community
Presented By:
Ellen Bussing, Senior Director of Development - College of Fine Arts, University of Arizona
Larissa Golden Brown, Consultant
♦ Renaissance Room (Third Floor) ♦
A foundation is coming for a site visit! Or, you’ve scheduled an introductory meeting with a program officer. How can you most effectively – and successfully – present your proposal and/or organization in person to a potential grant funder? A group of experienced grant professionals will help answer your questions including an opportunity for participants to role-play funder visits in small groups.
Experienced grant professionals for this sessions will include:
- Darcie Spar, Associate Director, Development Operations - Oregon Red Cross
- Rick Horton, Grants Manager for the Oregon Zoo Foundation and President of the Oregon and SW Washington Chapter of the Grant Professionals Association
- Tom Kuhn, Director of Grants at OCHIN, and federal grant reviewer
- Alyssa Hanada, Grant Consultant and Secretary of the Oregon and SW Washington Chapter of the Grant Professionals Association
- Susan Jordan, grant writer for Portland Public Schools, founding member of Oregon and SW Washington Chapter of the Grant Professionals Association, and federal grant reviewer
- Michael Wells, published grants author and PSU faculty, founding member of Grant Professionals Association, one of the developers of the Grant Professional Certification exam, and federal grant reviewer
♦ Grand Ballroom (Third Floor) ♦
The role and process of research in development
Why to do prospect research, when to do it and how to set up a basic research function in your shop; the process from prospect identification to the role research plays in solicitation and stewardship. Topics include (but are not limited to) wealth indicators, basics needed to do research, assigning values and ratings to help prioritize research and prospects and how to move new prospects along.
This session will help participants to:
- Understand the role and process of research in development
- Determine research basics needed to set up the research function
- Manage and prioritize research activities
Presented By:
Chris Mildner, Director of Research - Clark College Foundation
Dianna Baker, Manager, Development Research & Prospect Management - Legacy Health Foundations
♦ Library Room (Second Floor) ♦
Five strategies for becoming a dynamic and respected leader
Marci will present a 5-point strategy to make leadership understandable and be readily applied to each person’s particular situation. Attendees will learn how to become dynamic and respected leaders. The presentation will be interactive with room for questions and real-life examples. Participants will have the opportunity to apply what they are learning in the moment and be ready to use the information right away. This is a fun and lively process!
Learning objectives:
- To remember the 5 strategies
- To know how to use them
- Understanding leadership at every level of the organization
Presented By: Marcy Nemnauser, Psy.D., owner - Professional Growth Services
♦ Card Room (Second Floor) ♦
Fundraising veterans share their insights and predictions on fundraising in the next decade
Three fundraising veterans will share their insights on what they predict fundraising will be like in the next decade. Who will be giving? How will they give? What will inspire donors to give and give again? What will they be interested in? What will the expectations of donors be? How will relationships with donors change? Will the past predict the future? How will fundraisers need to change: our expectations, our skill set, our ethics? How can we be prepared to expect the unexpected?
Learning objectives:
- What is changing?
- What is staying the same?
- What are some ways we can prepare for the future?
Presented By:
Helen Kennedy, President - Lewis Kennedy Associates.
Jeremy Barnicle, Chief Development Officer - Mercy Corps.
Kevin Johnson, Partnerships - Northwest Health Foundation.
♦ Billiard Room (Second Floor) ♦
Conference attendees enter from through the 4th floor lobby doors. Open Seating with reserved seats for Meet the Funder Participants. Vegetarian? Pick up a card from the welcome table inside the Heritage Ballroom.
♦ Heritage Ballroom (Fourth Floor) ♦
The Nonprofit Revolution: Opening the Doors to Innovation!
The times, they are a changing. How can nonprofits and foundations navigate through these challenging economic times, and in so doing capitalize on some of the most exciting trends to face our sector in decades? Heyman delivers helpful resources and keen insights into how the landscape is changing, including how to engage next generation and diverse staff and board members, and how participants can seize related opportunities.
♦ Heritage Ballroom (Fourth Floor) ♦
Join 25 foundation and corporate representatives from around Oregon in a relaxed setting. Each funder will be at a table and welcome 8 individuals to visit for 20 minutes about their organization and about the funders priorities. NO PROPOSALS ARE ALLOWED.
Funders will be grouped by funding interest areas and attendees will have the opportunity to visit 2-3 funder tables.
This is a great opportunity to learn what other nonprofits are doing, about funder priorities and to ask general questions about foundations and corporate sponsorships.
Funders who have confirmed their attendance include:
- Angela Hult - Regence Foundation
- Anne Marie Flora Lowe - Capital Pacific Bank
- Carol Dahl - Lemelson Foundation
- Christopher Wiggins - Safeco Foundation
- Diane Gill - Kaiser Permanente
- Erin Tochen - Lemelson Foundation
- Ginny Cornyn - Cornyn Foundation
- Jill Fuglister - Meyer Foundation
- Joey Kerns - Equity Foundation
- Julie Vigeland - Jackson & Wessinger Foundation
- Keith Kinsman - Kinsman Foundation
- Keith Thomajan - United Way Foundation
- Kevin Johnson - NW Health Foundation
- Kim Thomas - Meyer Foundation
- Kit Gillem - Murdock Foundation
- Martha Richards - Miller Foundation
- Megan Schumaker OCF Foundation
- Michelle Reynolds - Miller Foundation
- Pat Rau - Goodman Family Foundation
- Peter Cunningham - Equity Foundation
- Robyn Brewer - Swigert Foundation
- Taizoon Doctor - Goodman Family Foundation
- Tracy Dannen-Grace - Kaiser Permanente
Coordinated by Grantmakers of Oregon and SW Washington and WVDO
♦ Grand Ballroom (Third Floor) ♦
This session will describe how experienced and dedicated major gifts development professionals can organize their work effectively and cultivate prospects to secure large gifts. The "management" part will describe a time-tested method for organizing and prioritizing prospects to ensure that you spend the right amount of time with the right prospects. The "moves" portion will draw from my own experience in higher education and medicine as well as The Seven Faces of Philanthropy to describe moves that will draw prospects closer to your organization. Using moves management has the added benefit of giving you a model for describing your work to your CEO or board to help them understand the nature of major gifts and the time and energy required to secure large gifts.
Session Topics:
- Overcoming objections
- Probing for the right ask amount
- Determining the correct use of volunteers
- Setting the stage for an ask
- What to do with a "no"
Presented By: Chris Brentlinger, Director of Major Gifts - Reed College
♦ Library Room (Second Floor) ♦
An overview of modern communications tools demonstrated through a real world example of a WVDO member campaign
Using a WVDO member as an example, we will walk through the planning process of how to use modern PR techniques to share their message more broadly.
Learning objectives:
- How to use the Press / Social Media / Blogging to increase your message
- How to plan a messaging campaign across multiple platforms
- How to determine which platforms make sense for your group
Presented By: Colby Reade, Director of Education - Consult Colby
♦ Billiard Room (Second Floor) ♦