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ADRP Workshop | Developing Individualized Stewardship Plans that Are Strategic and Actionable
Wednesday, July 14, 2021, 11:30 AM - 1:30 PM CDT
Category: Events

ADRP Workshop | Developing Individualized Stewardship Plans That Are Strategic and Actionable

Wednesday, July 14 | 11:30 AM - 1:30 PM CT

Online via Zoom
ADRP Members Only | $125


Thank you to all who attended!

 

Eligible for 2 CFRE Credits! | You’ve asked us for help with individualized stewardship plans and we’ve been listening. We are pleased to offer ADRP’s first virtual hands-on workshop: Developing Individualized Stewardship Plans that Are Strategic and Actionable. This session is for anyone who wants to develop a strategy for stewarding a donor to your institution. It will be most helpful to those working with a complex relationship and nuanced strategic goals. 

Over the course of two hours, attendees will hear from Anthony Amettis, Associate Director of Donor Relations, and Mary Weingartner, Director of Donor Relations, at the University of Chicago. Mary and Anthony will be joined by Andrea Arnetson-Harris, Director of Donor Relations, and Joanna Riester, Vice President, Community and Donor Engagement, at Ann & Robert H. Lurie Children's Hospital of Chicago Foundation. Presenters will talk about their individualized stewardship programs, principles, and partnerships. Attendees will then work in small, facilitated groups to develop individualized stewardship plans for a donor to their institution.

At the conclusion of the workshop, participants can expect to have a 12-month plan for engaging a single donor or household, as well as principles and a framework for ongoing individualized stewardship. Those in this group will be added to an exclusive workshop Community in My ADRP in order to have ongoing discussions with the group, ask questions, share pre-work, and even participate in office hours. 

 

In advance of the workshop, attendees will be asked to submit the following:

  • A high-level overview of a specific donor or household’s giving, including date of first gift, giving milestones, and cumulative lifetime giving
  • A summary of the personal relationships the donor values at your institution
  • Two paragraphs about the history of the donor’s relationship with the institution, up to the present
  • One paragraph about short-term strategic goals for the relationship, e.g.:
    • To advance a solicitation
    • To establish a new relationship
    • To repair a relationship/rebuild trust
    • To celebrate an important milestone
    • To support a donor seeking to professionalize their philanthropy by establishing a family foundation
  • One paragraph about long-term goals for the relationship, e.g.:
    • To cultivate a donor for significant volunteer role (trustee, etc.)
    • To cultivate a donor for additional transformative giving
    • To engage a donor’s family and cultivate future support

Learning Objectives
1. Learn the principles of strategic, actionable stewardship planning for individual donors.
2. Experience presentations and case studies showing frameworks for individualized stewardship planning.
3. Discover ways to apply principles to an individual donor by developing an individualized stewardship plan.


Instructors

 Anthony Amettis
Anthony Amettis Headshot - ADRP 2021 Workshop

Anthony Amettis
Associate Director of Donor Relations
University of Chicago

  • Anthony Amettis is Associate Director of Donor Relations at the University of Chicago, where he manages a centralized stewardship, recognition, and engagement program for University Trustees and Principal Gift donors. He is responsible for creating individualized stewardship plans, producing comprehensive impact reports, and working with fundraisers to integrate stewardship into university-wide prospect strategies. Prior to joining UChicago, Anthony worked at the Chicago History Museum in various roles overseeing stewardship, leadership engagement, foundation and corporate relations, and annual giving.
Andrea Arntsen-Harris

Andrea Arntsen-Harris Photo - ADRP 2021 WorkshopAndrea Arntsen-Harris
Director, Donor Relations

Ann & Robert H. Lurie Children's Hospital of Chicago Foundation

Andrea has worked in the field of donor relations for the last 12 years. She learned the ropes and grew her expertise in various roles at Northwestern University Feinberg School of Medicine team. During her decade-long tenure at Feinberg, she oversaw the acknowledgment program, supported stewardship events, managed digital and print donor communications, and partnered closely with major gift and alumni fundraising teams on stewardship and cultivation initiatives.

In 2018, she joined Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation as Director of Donor Relations. She leads a talented team of experts focused on engaging a diverse pool of donors and volunteers through best practices and innovative strategies.

Andrea is an active member of the Association of Donor Relations Professionals. She earned a bachelor of arts in international studies from the University of Chicago, and a master of science in communication from Northwestern University. She lives in the Edgewater neighborhood of Chicago with her partner Andy and their pandemic pup Harvey.

 Joanna Riester, MPP

Joanna Riester PhotoJoanna Riester, MPP
Vice President, Community and Donor Engagement

Ann & Robert H. Lurie Children's Hospital of Chicago Foundation

Joanna began her career in donor relations at Northwestern University Feinberg School of Medicine in 2007. In addition to building a systemized endowed fund and stewardship reporting program at Feinberg, she was instrumental in launching the school’s online giving pages and social community. After a stint managing annual giving at Feinberg, Joanna joined Ann & Robert H. Lurie Children’s Hospital of Chicago as Director, Donor Relations in 2015. In 2018 and 2021, Joanna was promoted to Assistant Vice President and Vice President, Community and Donor Engagement at Lurie Children’s. As Vice President, Joanna leads a team of approximately 20 incredibly talented colleagues in donor relations and volunteer engagement as well as special event, peer-to-peer event and DIY event fundraising. She received her Bachelor of Arts in Communication from DePaul University and her Master of Arts in Public Policy and Administration from Northwestern University. She lives on the north side of Chicago with her husband and dog Halen.

 Mary Weingartner
Mary Weingartner Photo - ADRP 2021 Workshop

Mary Weingartner
Director of Donor Relations
University of Chicago

  • Mary has worked in the field of donor relations for nearly 15 years, beginning at the University of Illinois Foundation in 2006. In 2009, she joined the University of Chicago’s Donor Relations team and later became Director of Alumni Relations & External Engagement for Loyola University’s Health Sciences Division. Next, Mary managed stewardship for a portfolio of corporate and foundation donors at YMCA of the USA, the national resource office for local YMCAs. Today, Mary is what the University of Chicago calls a boomerang, having returned to Alumni Relations and Development in 2016. Currently, she leads the Donor Relations team and their work to create meaningful donor experiences that deepen relationships with the University.

    Mary is an active member of the Association of Donor Relations Professionals (ADRP) and chaired the 2018 International Conference in St. Louis and the 2019 International Conference in Miami. She currently chairs ADRP’s Education Committee.

Cancellation Policy

Notification of cancellation must be submitted via email to [email protected]. Cancellations received by Monday, July 5, 2021 will be refunded, less a $25 cancellation fee. No refunds will be made for cancellations received after Monday, July 5, 2021. Substitutions can be made at any time. If you have any questions, please contact the office at [email protected].