Alaska Philanthropy Day Conference and Luncheon 2011

Thank you Alaska for making the 2011 Philanthropy Day Conference and Awards Luncheon a success!

Please be sure to help us thank our sponsors for their part in advancing philanthropy in our great state. And congratulate this year's award winners for leading by example!

Workshop Materials

Track #1: Focus on Development presented by Robbe Healey

Donors, Data & Dignity:
Handouts
PowerPoint Slides 

Development Audits:
Handouts
Worksheets
PowerPoint Slides  

Major Gifts:
Handouts
PowerPoint Slides

Track 2: Communications: The What, The How and The Heart presented by Alice Ferris & Jim Anderson

2011 Fundraising Effectiveness Survey Report
StoryTelling Handout

2011 Alaska Philanthropy Day Award Recipients:

• Outstanding Corporation/Foundation in Philathropy – Atwood Foundation
• Outstanding Small Business in Philanthropy – Gonzalez Marketing
• Outstanding Philanthropist – Dr. Cary Keller
• Outstanding Volunteer in Philanthropy – Connie Ozer
• Outstanding Youth in Philanthropy – Vincentian/Marian Youth Group of St. Anthony Catholic Church
• Outstanding Professional in Philanthropy – Adele Alderman, CFRE
• Eugene R. Wilson Award – Dennis McMillian

Event Keynote

Roberta (Robbe) A. Healey, MBA, NHA, ACFRE has thirty years in non-profit organization management and development. She is an accomplished fund raising generalist with successful track record of establishing new development offices, board and volunteer training. She is Vice President for Philanthropy of Simpson Senior Services, a Methodist retirement community network serving the greater Delaware Valley. She is also a founding member of Aurora Philanthropic Consulting. A member of the International Board of Directors of the Association of Fundraising Professionals (AFP) she is immediate past chair. She served as a founding member of the American Association of Homes and Services for the Aging (AAHSA) Philanthropy Network. The Greater Philadelphia Chapter/AFP named her 2001 Fundraising Executive of the Year. She is a member of the adjunct faculty of Villanova University, Villanova Pennsylvania. She was the 75th individual to achieve the ACFRE, Advanced Certified Fund Raising Executive credential and holds a Pennsylvania Nursing Home Administrators License (NHA). An AFP Master Teacher, she earned the designation in 2000, the first year it was awarded and has been designated a Faculty Star by the Council for the Advancement and Support of Education (CASE).

Philanthropy Day 2011: Conference Workshops

TRACK 1: FOCUS ON DEVELOPMENT (presenter: Robbe Healey)

Session 1: 9:30 – 11:00 a.m.
Donors, Data and Dignity: You’ve Gathered the Info – Now What Should You Do With It?
Best practice cultivation, solicitation and stewardship require research and fact management. How do you know what to do with the information you discover, the stories you hear and the experiences you have? Participants will use a case analysis approach along with the Donor Bill of Rights, AFP Code and Standards of Practice and APRA Code and Standards to explore the efficacy and dignity of recording donor data.

Session 2: 1:30 – 3:00 p.m.
Development Audits on a Shoestring
Success generally depends on maximizing your strengths and capitalizing on your opportunities by building on a strong mission-based foundation. Development professionals are familiar with campaign planning studies. Many have commissioned and conducted studies to successfully structure capital or endowment campaigns. Fewer have used philanthropy audits to critically examine and improve their development programs. Participants in this session will discuss the ways to maximize an audit, discuss which study steps might be effectively implemented with “inside staff”, what to include in an “RFP” as well as how to effectively evaluate responses and select counsel if and as needed.

Session 3: 3:30 – 5:00 p.m.
Major Gifts—Making the Ask and Overcoming Objections
You’ve done your research, the cultivation visits have gone well, you believe your donor is ready to be asked. How do you move forward when you hear some variation of “no”, “not now”, or “I can’t afford that”? Participants in this session will review donor characteristics and in an interactive session discuss strategies and ways to continue donor engagement and address donor objections.

TRACK 2: COMMUNICATIONS: THE WHAT, THE HOW AND THE HEART (presenters: Alice Ferris & Jim Anderson)

Session 1: 9:30 – 11:00 a.m.
It Takes Money to Make Money: Defining Optimal Value in Fundraising(Alice Ferris)
The Better Business Bureau, the Canada Revenue Agency, Charity Navigator, GuideStar, not to mention many magazines, local and national newspapers...what do these all have in common? They are, in some way, attempting to make giving to philanthropic causes more black and white by boiling down an organization's effectiveness into statistics. What's the cost per dollar raised? What's their “fundraising effectiveness score?” With these various scoring systems becoming more prevalent, how do you, as a nonprofit, respond? Using data from the Fundraising Effectiveness Project and perspectives from AFP International's interactions with the Canada Revenue Agency and others, we will discuss how to measure your fundraising costs, determine your optimal fundraising ratios, interpret the information for your donors, and communicate the true effectiveness and value of your cause.

Session 2: 1:30 – 3:00 p.m.
Communicating Your Mission with Infectious Passion (Jim Anderson)
It has been said that no one ever gave to an organization because of a PowerPoint presentation. So why do people contribute to a cause? Because their passion for making a difference has been ignited! You can help ignite a prospective donor's passion for your cause through the fundamentals of storytelling. Whether you're telling the story through a grant proposal, a video message, a radio announcement, or one-on-one, you can use storytelling structure to pull the donor into the picture and help them see their role in making your mission a success.

Session 3: 3:30 – 5:00 p.m.
Plug In! Hardwiring Relationships with Social Media Marketing (Alice Ferris & Jim Anderson)
"Like," "Tweet," "Tag," “Friend”—none of these words mean what they used to in today's social media world! Facebook, YouTube, Twitter, and many other social media platforms can be useful fundraising and cultivation options, especially to engage Gen X and Millennial audiences. Taking advantage of online social media can help you maximize the reach and impact of your messages and outreach without straining your budget and wasting your team's valuable time. Your donors, volunteers and team expect choices and some input in their involvement with your organization, so we'll show you how to put sites like Facebook, Twitter and YouTube to work for you!

TRACK 3: PERSPECTIVES ON PHILANTHROPY (presenters vary)

Session 1: 9:30 – 11:00 a.m.
CFRE: What to Expect When You’re Expecting…to Certify (Grechen Gordon & Chrissy Bell)
Whether you're just starting to think about certification or are getting ready to test this year, get the the nuts and bolts of what you'll need to do to put your best foot forward. We'll review the basics: benefits of certification, application deadlines and testing schedules, current fees for application and exam as well as recertification, testing location and test day tips. We’ll also cover the nitty-gritty details: the application process (what you need to be tracking TODAY), test content (the six knowledge areas), exam prep (online tools, reading resources and study groups), and more. We'll show you what websites you need to bookmark, give you the tracking tools you need to log your continuing education units, and the inspiration to move forward. Come prepared to take notes AND take charge of your professional future.

Session 2: 1:30 – 3:00 p.m.
Oh My God! (presenters TBA)
As a development professional, you are charged (and privileged) to help provide your donors meaningful giving experiences. Alaskans practice a rich diversity of religious traditions and spiritual beliefs that also seek to help provide meaning and that undoubtedly inform their philanthropic giving. Come join an engaging and lively moderated discussion on how the teachings of some of Alaska's faith traditions promote the fight for social justice, strengthen community partnerships, and help those most in need. This session will provide nonprofit professionals unique additional perspective about what inspires and motivates donors as they pursue their philanthropic passions.

Session 3: 3:30 – 5:00 p.m.
Ethics: How to Keep Your Cool When Things Get Hot (Gretchen Gordon & Ann Hale)
You never know when you'll be faced with one. Maybe it's a volunteer at a fundraising event. Or a board member with a company that stands to benefit from your organization's work. Or maybe it's a donor who just wants to express their gratitude to you. Whether you've wrestled with an ethical dilemma or are lucky enough not to have (yet), executive directors, leadership volunteers and fundraisers of every level are encouraged to spend an hour thinking about something key to our profession: ethics. Join senior development professionals and CFREs, Gretchen Gordon of KUAC/Alaska One and Ann Hale of Big Brothers Big Sisters of Alaska, as they guide participants through some common ethical quandaries.

Registration is Closed

When: November 18, 2011, 9:00 a.m. - 5:00 p.m.
Awards Luncheon: 11:30 a.m. - 1:00 p.m.

Where: Dena'ina Civic & Convention Center

Event Keynote and Plenary Speaker: Robbe Healey, ACFRE

Luncheon Pricing: $40 per person, $600/table of 8

Conference Pricing: $175 members, $225 non-members (luncheon and plenary breakfast included)
$200 members, $250 non-members (after early-bird deadline of 10/28/11)

Hotel Partner: Westmark Anchorage Hotel

Conference Rate: $89/night (ask for AFP/NPD rate)
1.800.544.0970

Registration Questions: Beth Johnson, 907.263.3860

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NPD Sponsorship Commitment Form