Regional Events

Regional Events

ADRP's Regional Events are planned by members, for members. From Happy Hours and Breakfasts to Workshops and Conferences, ADRP Regional Events bring together donor relations and stewardship professionals in local regions for collaborative networking opportunities in all areas of the U.S. 

We currently do not have any regional events planned, but many are in the works! Are you interested in hosting an event near you? 

Plan Or Sponsor A Regional Event

See below for our most recent Regional Events


 

2018 Los Angeles Regional Workshop Presentations and Handouts

"Stewarding and Engaging Faculty and Emeriti Donors"
Loni Rocchio

View the presentation.

About the Session

Faculty and emeriti are often among a university's most dedicated and generous donors. For example, UCLA faculty and emeriti within the College of Letters and Science has donated over $100,000,000 in endowment and current-use funding since the start of our Centennial Campaign in 2012. Despite this, development staff often find it difficult to engage with and steward faculty and emeriti donors in meaningful ways. 
This workshop will discuss UCLA's successful Faculty and Emeriti Recognition Project, which seeks to: 1) acknowledge individual faculty and emeriti donors 2) share faculty and emeriti reasons for giving with their academic colleagues and students 3) encourage other faculty and emeriti to support the Centennial Campaign and 4) spread the word about the Centennial Campaign in general.

I'll also propose tips for partnering with faculty and emeriti in achieving stewardship goals in a more general sense.


About the Speaker

Loni Coleman Rocchio has been the Senior Associate Director of Stewardship at the UCLA College of Letters and Science for the past five years, where she has grown the stewardship program from a team of one to its current team of four and has piloted new programs for stewarding loyal and repeat donors, first-time donors, and faculty and emeriti donors, among others. She was an active member of UCLA's Donor Experience Committee, which set a campus-wide agenda for stewardship best practices. She previously worked as Annual Giving Manager at the Autry National Center. Loni has bachelor's degrees in Anthropology and Political Science from Indiana University and a master's degree in Museum Studies from Newcastle University, England.

 

"Planning for the Long Haul: Maximizing Donor Retention with Your Annual Development Plan"
Cassie Carter

View the presentation.

About the Session

It’s a well-known fact among development professionals: acquiring new donors is more expensive and time-consuming than retaining existing ones. But how can development shops effectively build donor loyalty while managing a full plate of priorities? In our hands-on workshop, we will tackle this elusive question, walking through strategies for annual development planning with donor retention in mind.

From events to annual, major, and planned giving, development teams have no shortage of programs to run each year. We'll unpack how you can leverage these activities to maximize retention and move supporters up the pyramid, transforming first-time givers into lifetime donors and major gift prospects. Throughout the session, participants will have the opportunity to weigh in, ask questions, and apply learnings to their own organizations, using customizable worksheets and templates to map out their course of action. Attendees will leave the workshop with a plan in hand and concrete strategies to boost donor retention.


About the Speaker

As a Senior Consultant, Cassie Carter brings 25 years of experience in the nonprofit and higher education sectors to her work at Campbell & Company. Cassie previously held leadership positions in several academic institutions and nonprofits as they grew their fundraising programs. Most recently, she served as the Associate Vice President for Development and Director of Campaigns at Hawaii Pacific University. Prior to that, she served as the Associate Vice President for Development Operations and Director of Advancement for the College of Science and Mathematics at Cal Poly. Cassie also served as Executive Director of the Montana Outdoor Science School.
She has served as the Director of Programs for Heal the Bay in Santa Monica and promoted science education at the California Science Center and the Los Angeles County Natural History Museum. Cassie shares her passion for nonprofits, serving as a board member and volunteer for several environmental and educational organizations throughout Montana, Hawaii, and California.
Cassie holds a doctoral degree in Teaching and Learning with an emphasis on science education and public administration from the University of Southern California, as well as a bachelor’s degree in biology from California State University-Northridge.

 

"Get a Seat at the Table: Using Donor Relations to Advance Principal Gift Cultivation"
Carol Wilkie and Joe Plante

View the presentation.

About the Session

The University of St. Thomas is a private, Catholic university located in St. Paul, Minnesota. With a total enrollment of 10,000 students, it is Minnesota's largest private university. In 2012, the university successfully closed a $515M capital campaign, and the Donor Relations team was largely charged with stewardship for the middle and lower sections of the giving pyramid. New leadership in place now has a laser focus on principal gifts and has asked Donor Relations to play an important part of that strategy. Through the lens of both a donor relations professional and a seasoned fundraiser, this session will focus on ways to restructure a Donor Relations shop so it can support high-end, highly customized stewardship and help drive a cultivation strategy. 


About the Speakers

Carol Wilkie is director of donor relations for the University of St. Thomas. She has been at the University for 15 years and has operationalized Donor Relations during her tenure. Carol firmly believes that her Donor Relations team must be nimble in order to successfully support fundraising initiatives. She’ll show how she and her team have done that in the past and how they are poised to support new principal-gift strategies going forward.

Joe Plante is the associate vice president of principal and leadership gifts at the University of St. Thomas. Joe is a graduate of St. Thomas and has worked for the university for over 30 years – starting first in Alumni Relations, then Major Gifts and now Principal Gifts. An expert at both the science and the art of fundraising, Joe will present how the most successful principal-gift strategy is best supported by a strong donor relations partnership from the start.

 

8th Annual New York City Regional Conference - Sponsorship

Thank you for your interest in becoming a sponsor or an exhibitor for the 8th Annual New York City Regional Conference! 

Please take a moment to review the sponsor and exhibitor opportunities and contact the ADRP office to register

Sponsor levels

Keynote Sponsor - SOLD OUT
  • All of the Partner benefits, plus:
    • Opportunity to address assembled attendees for 3 to 5 minutes
$1,500

Partner Sponsor - SOLD OUT

  • All of Exhibitors benefits, plus:
    • Exhibit space in preferred location, as chosen by ADRP
    • Company logo and description listed in conference resource book
      (full-page recognition)
$1,000

In-Kind Merchandise Sponsor - Please contact the ADRP office to register

  • All of the Exhibitor benefits, in return for one of the following:
    • Providing conference notepads or tote bags with your logo and ADRP's logo, final design to be approved by ADRP (approximate quantity 250)
$1,000+

 

Exhibitor options

Exhibitor table - Please contact the ADRP office to register

  • One 6' exhibit table for the duration of the conference
  • List of attendee names and contact information for use under the stated ADRP guidelines
  • Company logo and description listed in conference resource book
    (half-page recognition)
  • Company logo and description listed on conference webpage
  • Two complimentary conference registrations, including meals and receptions
$500

Two-Fer Exhibitor Special Please contact the ADRP office to register

  • Two exhibit tables with all Exhibitor benefits listed above
$750

 

Guidelines for use of attendee lists:

Sponsors and Exhibitors may use the attendee list provided by the organizers of the 2018 ADRP NYC Regional conference to email the attendees twice regarding their products and services.
Once such contact may be made within the two weeks prior to the conference, and the other within the four weeks after the conference. The list will be emailed to the Vendor Contact indicated on the registration form three weeks prior to the conference, and an updated list will be emailed to that person within 3 business days after the conference.

There is a 20% cancellation fee until February 21, 2018. Sponsor fees are forfeited if canceled after that date.

 Please contact the ADRP office to register

 

8th Annual New York City Regional Conference - Presentations

Thank you for attending the 8th Annual New York City Regional Conference. Below, you will find downloadable session presentations. 

Session Title Presentation Resources
1A Write Right, Not Wrong
Mary Solomons and Debbie Meyers
Download
Download Writing Resource Manual
1B Implementing an Individualized Stewardship Plan Program
Jen McGrath and Corey Smentek
Download
1C An Island of One: Small Shop Stewardship
Kate Jankowski and Stephanie Lamphere
Download
2A Nonprofit Fundraising Crisis and Scandal? Donor Relations Time to Shine!
Lynne Wester
Download
2B Becoming Business Drivers: A Blended Approach to Communications and Donor Engagement to Support Fundraising
Carolyn Vivaldi
Download
2C Journal of Donor Relations & Stewardship: Developing Evidence-based Practice within Donor Relations and Stewardship
Anne Manner-McLarty
Download
3A Perspectives on Leadership in Donor Relations
Moderator: Jen McGrath
Panelists: Lisa Honan, Kapria Jenkins, Jeff Muller, and Roberta O'Hara
Download
3B Digital Stewardship: Creating a Better Donor Experience
Melissa Jones
Download
3C Building a Distinctive Stewardship Program: From One Day Conference to Year-Long Experience
Caroline King and Symone New
Download
Keynote When Crisis Strikes, Communications Is Critical
Rodney P. Kirsch
Download
 

3rd Annual Toronto Regional Workshop

Growing Together 2017

May 26, 2017
Sheraton Centre Toronto Hotel
Toronto, ON

123 Queen Street West | Toronto, ON M5H 2M9

Registration | Program | Sponsor & Exhibitor Information | CFRE

Pricing

Member $175 CAD | Non-Member $200 CAD
You may pay via credit card in USD or send in a check for CAD

 Online registration is now closed.
We will still be accepting registrations over the phone after the online registration deadline. Please call 800-341-0014 to complete your registration via phone.

While Canada may be celebrating its 150th anniversary, the ADRP Canadian Regional is hosting its 3rd annual workshop in Toronto! This event will be hosted at the Sheraton City Centre in Toronto, ON.

Join us on May 26th, 2017 as we bring together Canadian donor relations and stewardship professionals. This event will be hosted at the Sheraton Center Toronto Hotel in Toronto, ON. Whether you work in higher-ed, healthcare, or other non-profit sectors, come share your ideas and best-practices. Don’t miss this opportunity to grow your connections with fellow professionals, colleagues, and industry leaders.

Registration will open in March 2017. This workshop has sold out two years in a row – early registration is encouraged.

Program

Time Session Speakers
8:00 - 9:00 AM Registration and Continental Breakfast
9:00 - 9:25 AM Opening Remarks
9:30 - 10:45 AM Morning Plenary: Keynote Address

Fraser Green
Principal and Chief Strategist, Good Works

10:45 - 10:55 AM Morning Break
10:55 - 11:55 AM Morning Breakout Sessions
  1A: Data is your BFF!

Presentation

Liz Rejman
Associate Director, Fundraising Operations, Pathways to Education Canada

  1B: Ten Things I've Learned in 35 Years About Looking After Legacy Donors

Presentation
David Love
Caretaker, Legacy Donors, World Wildlife Fund
  1C: Stewardship Closeup: Naming Opportunities

Presentation
Anne Manner McLarty
President and Lead Consultant, Heurista
12:00 - 1:00 PM Buffet Lunch
1:00 - 2:00 PM Afternoon Breakout Sessions  
  2A: Full Circle: The Donor Relations Cycle of Principal Gift Donors

Presentation
Handout

Veronica Stoiber 
Director, Donor Relations and Stewardship, Western University

Susan Rhuman
Alumni Relations and Development Officer, Western University

  2B: Are You Available Everywhere Your Donors Want You to Be?

Presentation

Jay Hollister
Director, National Donor Experience and Engagement, Canadian Red Cross

Breanne Hargreaves
Director, Client Services, Fundraising Direct

  2C: Developing a Reporting Program for Privately Funded Chairs

Presentation

Wendy Turner
Associate Director, Stewardship and Donor Relations, University of Guelph

Cort Egan
Stewardship Accountability Manager, University of Guleph

2:00 - 2:15 PM Afternoon Break
2:15 - 3:30 PM Afternoon Plenary: Panel Discussion on Donor Relations Best Practices

Presentation

Moderator: Jessica Veitch
Manager, Donor Recognition, Sinai Health Foundation

Panelist: Richard Howes
Owner, Presidential Environment

Panelist: Caroline van Nostrand
Consultant, van Nostrand Fundraising

Panelist: Malika McCray
Associate Director of Stewardship, Union of Concerned Scientists

Panelist: Marian Johnson
Manager, Stewardship & Donor Engagement, Women's College Hospital Foundation

3:30 - 3:45 PM Closing Remarks
3:45 - 6:00 PM Post-Conference Reception


Sponsor or Exhibit!

Do you live near Toronto or travel here for work? Consider joining us as a sponsor or exhibitor at our Third Annual Canadian Regional Workshop. Whether this is your first experience with ADRP, or you've been with us for years - you won't regret this investment! Connect with attendees, learn new best practices, and come together with your colleagues for this exciting event!
Don't miss your chance to be a part of the action, and sign up today.



Thank you to our sponsors and exhibitors!

Platinum Sponsor


Consulting and developing successful recognition programs.Presidential offers a comprehensive approach to design and continuity of recognition programs. These provide an active resource for corporate and not-for-profit organizations to cultivate and develop donor base, celebrate volunteers or recognize outstanding performance.

 Silver Sponsors

BAS is a world-class provider of both static and electronic donor recognition and architectural signage solutions. Our understanding of the culture of philanthropy, donor marketing and communication, along with our Turn-key service - design through fabrication and installation - makes our recognition systems sustainable and successful. Our talented staff, professional resources and attention to detail ensure a trouble free and seamless process, product excellence and a higher level of customer service. We put in the effort; you reap the benefits. While BAS is a company with years of experience, we take a fresh and unique approach to each and every project we work on. We see through your eyes, add our knowledge and expertise, create solutions that far exceed your expectations and requirements, and achieve the best possible results. Whether we provide you with customized design or off-the-shelf products, BAS is an indispensable partner on any project. 

Good Works is dedicated to the singular idea that philanthropy is about relationships first – and money second. Good Workers believe that if you create a committed and loyal relationship with your donors, your revenues have nowhere to go but up. Good Works specializes in using direct response tactics and superb storytelling to cultivate donor loyalty, increase donor renewal rates and leverage donors from ordinary single gifts to monthly, mid-level and legacy gifts.

For over fifteen years, Envision has built a reputation for transforming environments to achieve the objectives of financial institutions, retailers and commercial real estate companies with the vision to deliver awesome customer experiences. Envision is: best-in-class strategy and design, combined with turnkey project management, fabrication, and installation skills to deliver exceptional branded environments, digital experiences and wayfinding programs to some of North America's best-known companies.
Bronze Sponsors
Heurista is a consulting firm that helps nonprofits engage and retain donors through streamlined, industry-tested stewardship practices, meaningful storytelling, and creative donor recognition solutions. Your strongest fundraising campaign starts right here. Our passion is working with you, sharing our knowledge and expertise to ensure your campaign is a success. We're honored to work with you to generate the best results for your community and the most effective and impressive donor recognition system possible.

 



We help our clients navigate through the complexities of planning a recognition system including; design, fabrication, implementation and updating/maintenance. For over 20 years, our designers have created custom recognition that is appealing to donors and that is functional for our clients. Every donor recognition program is highly customized to integrate with your organizations, brand and architectural vision and designed to be easy and affordable to manage.

At Harris Made we are passionate about working with Donor Professionals to create stunning donor recognition gifts that are of exquisite quality and unique to your institution. All gifts are designed to help recognize and inspire donors that often have all that money can buy. Our gifts are never available for general purchase. Our ninth generation family-owned mill in England proudly weaves the scarlet uniform fabric worn by the Queen's Guard at Buckingham Palace and is a recipient of a Royal Warrant, the ultimate seal of approval for exquisite quality. We would love to be of service if like other ADRP Donor Professionals you struggle to find unique and affordable gifts rich in tradition and provenance. I very much look forward to meeting you at the 3rd ADRP Canadian Regional Conference on Friday 26th May 2017. For more information, please call me on (+1) 312-952-5568, or visit www.harrismade.com. Mark J. M. Harris, CEO and Owner Harris Made Because Tradition Matters 

Recognized as the 'thought leader' in the Canadian philanthropic sector, KCI helps propel charitable organizations forward. Since its founding in 1984, KCI has had the privilege of working with thousands of organizations across Canada, helping them raise billions of dollars in fundraising initiatives with objectives ranging from $1M to $750M.

 

 

This event has been approved for 4.5 CFRE credits



 

AFP & ADRP Joint Regional Workshop

It's All About the Story
Choosing, Crafting, and Sharing Stories Strategically to Raise Funds

March 23, 2017
University of Victoria
Victoria, BC

AFP / ADRP Members $65 / Non-members $80

3800 Finnerty Road | Victoria BC  V8P 5C2 | Canada

While all fundraising organizations have stories to tell, what’s often missing is the knowledge of how to choose, craft and share stories strategically to educate prospects and donors about the mission of your organization and clearly articulate the crucial role they can play in your organization’s ongoing ‘story of success.’

However, adopting a more strategic approach in using stories to build and maintain positive donor relations can only be achieved by shifting to a truly donor-centred model of fundraising.  This shift requires us to take the time to discover  and understand what our donors wish to accomplish through their philanthropy (now and/or in the future), then find the match with what our organizations wish to achieve, and work with donors all  the way through to reporting on impact and outcomes.    

This approach incorporates the exploration and creation of organizational, donor and beneficiary stories.   And, to accomplish this requires the integration of fundraising and communication skills and knowledge.   

So whether you work in a large organization or a small shop, we believe you will find what fundraising and communications industry experts Norma Cameron, CFRE and Sarah Tarnopolsky have to share about using stories to achieve positive donor relations both interesting and useful.  

Please join us on March 23 and leave with a toolbox of practical tips and techniques you can start to use immediately to strengthen your relationships with your donors.   

Workshop Learning Objectives:

Workshop participants will gain:

  • a deeper understanding of the role stories can play in building positive donor relations
  • insights into a donor-centred approach to strategic gift planning that incorporates stories
  • a practical guide to start building your storybank development plan
  • a variety of tips and techniques you can use to incorporate stories into you work with donors. 

Who Should Attend? 

This workshop is specifically designed for:

  • Fundraising professionals including annual, major and legacy gift development staff and volunteers
  • Communication staff or volunteers that support fundraising activities
  • Managers or Directors of fundraising and/or development communication professionals   

For more information and to register visit the AFP website.

This workshop is a joint presentation between AFP Vancouver Island and The Association of Donor Relations Professionals (ADRP). ADRP is the authoritative resource for the donor relations profession.  With more than 1,600 members in 11 countries ADRP provides an unparalleled resource for professionals working in education, healthcare, the arts, or a variety of other non-profit sectors. The ADRP has the information and professional development opportunities needed to build long-term and lasting relationships with donors.

 
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