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


3rd Annual Midwest Regional Forum 
Wednesday, May 10, 2017
YMCA of the USA | 101 N. Upper Wac
ker Drive #1600, Chicago, IL 60606

Know Before You Go  |  Registration  |  Program  |  Sponsorship  |  CFRE  |  Where to Stay

Think the World Series Champion Chicago Cubs are the only ones who can knock it out of the ballpark? Donor relations and stewardship professionals in the Midwest are champions too! Join professional colleagues for a day-long spring training opportunity to network, discuss best practices and fill your playbook with new ideas. 

Member registration fee: $100
Non-member registration fee: $125 
This event is now sold out. Please sign up for the waitlist >>

Full Program

Time Presentation Title Session Information
7:45 - 8:15 AM Breakfast & Registration
8:15 - 9:15 AM

A Pep-Talk for Donor Relations and Stewardship Professionals

Shanon Doolittle
Born Do-Gooder, High-Fiving Fundraising Coach & Girl On a Mission to Spread Donor Happiness

Beth Ann Locke
Director of Advancement, Simon Fraser University

Learn more about Shanon and Beth

Breakfast Sponsor: Harris Made

Let’s face it. Spending our days loving on donors may be the best job in the world but that doesn’t mean it can’t feel repetitive or exhausting for weeks on end too. We get it, and we’re here to help. Come ready for a hybrid of the pep talk you didn’t know you needed and keeping-it-real practical advice to shake you out of your comfort (read: uninspired) zone. You'll leave falling in love with your job all over again and ready for a day of sponge-worthy learning.

9:30 - 10:15 AM

Digitial and Donor-Centered: Engaging and Stewarding Donors Online

Robyn White
Associate Director, Digital Marketing, University of Minnesota Foundation

Learn more about Robyn

More and more of our lives are lived online. It’s where we pay bills, make charitable gifts, keep in touch with family and friends, and engage with organizations we love. At the University of Minnesota Foundation, we’ve found ways to use digital strategies to improve donor relations in a variety of ways. In this session, I will talk about a new online stewardship approach we’re using with select principle-gift level donors, in which we produce customized websites to communicate the donor’s impact, such as I’ll also talk about our digital engagement efforts, which include connecting with our audience in social media ( or @UMN_Give on Twitter) and thanking and recognizing donors in creative ways during our record-breaking giving day in November ( In addition, I’ll mention a number of other donor-centered digital tools we’ve developed, including digital donor reports, a robust crowdfunding platform for donors wishing to fundraise for the U, and more.

View Presentation

10:30 - 11:15 AM

Pride & Prejudice & Fundraising

Katy Hall
Vice President for Development, Newberry Library

Learn more about Katy

We can learn far more from Jane Austen's Pride and Prejudice than how to ignore universal truths. A study in relationship building, the novel stands as a guide on how to identify and steward donors. Learnings such as "Persistence in the face of rejection," "The power of a well-written letter," and "Not setting stock in first impressions," create a bridge between the 203 year-old novel and the savvy, modern fundraiser. As fundraisers, we have a responsibility to stewards donors at the highest possible level, particularly concerning major gifts and campaign prospects and donors, and this presentation will provide a set of skills of how prepare fundraisers to avoid the loss of a donor's good opinion since "once lost it is lost forever."

View Presentation

11:30 AM - 12:45 PM Lunch
1:00 - 1:45 PM

Giving Societies: They're Not Just for Stewardship Anymore

Kristen Lewis
Assistant Director, Donor Engagement and Leadership Giving, University of Chicago

Learn more about Kristen

Giving and recognition societies have been traditionally used to steward and thank donors for their support at a specific level. Kristen will share how The University of Chicago’s suite of giving societies create a trajectory of giving, deepen a donor’s engagement, and even generate additional gifts through marketing and brand strategy techniques, events, and honor rolls.

View Presentation

2:00 - 2:45 PM

Trends and Best Practices in Impact Reporting

Mary Fisher
Interim Senior Director, Special Events and Stewardship, University of Notre Dame

Learn more about Mary

Whether you are new to stewardship or a more a seasoned veteran of donor relations, it makes sense to periodically examine and reconsider your institution's impact reporting practices. What do donors really want to know? How often do they expect updates? Are numbers critical or are narrative stories of impact preferred? Can both be done successfully? In this session we will explore trends of the top 20 institutions and their impact reporting procedures, and walk through the lessons learned from a six-sigma process improvement project to enhance Notre Dame’s endowment and current-use reporting practices. Based on these examples, you'll be able to look at your institution’s current reports with fresh eyes.

View Presentation

3:00 - 3:45 PM

Campaign Stewardship: Zero to $250 Million

Betsy Hughes
Vice President, Institutional Advancement, Illinois Institute of Technology

Carrie Casper
Senior Director, Campaign and Donor Engagement, Illinois Institute of Technology

Learn more about Betsy and Carrie

In this session we will share real examples of how stewardship was put into place and used to motivate donors during Illinois Tech’s recently completed six-year, $250M campaign. From recognition and events to reporting, we will discuss the implementation and management of our stewardship plan - and show how we provided excellent stewardship every day of the campaign. 

View Presentation

3:45 - 4:00 PM Closing Remarks
4:00 - 6:00 PM Networking Reception
Location TBD


Sponsorship at Midwest Regional 

Calling all stewardship and donor relations partners! Please join the Association of Donor Relations Professionals (ADRP) in Chicago on May 10th as a sponsor of our Third Annual Midwest Regional Forum. This event promises ample time to engage with attendees from institutions across Chicago, the Midwest, and beyond. 

Invest in the opportunity to make meanginful connections with attendees, learn new best practices, and support the field of donor relations and the Association of Donor Relations Professionals! Opportunities are limited. Please join us as a sponsor on May 10th!

Lunch Sponsor


"PRINTINGS IN MOTION" brings you the latest of technologies in video and printing. PIM offers you high quality video and sound allowing you to show and play any type of presentation in the most pleasantly surprising way to your clients, business partners, family and friends...

Keynote Sponsor

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 recognise 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 Annual Midwest Regional Forum on Wednesday, May 10, 2017. For more information, please call me on (+1) 312-952-5568, or visit - Mark J. M. Harris, CEO and Owner Harris Made Because Tradition Matters 


Review sponsorship prospectus >>

This event has been approved for 4.75 CFRE credits.

View full program, session descriptions, and speaker bios >>

Where to Stay

Hotel: La Quinta - Chicago Downtown
One S. Franklin | Chicago, IL 60606
[email protected]

Room Rates:
$249++ (single or double)

Book your reservation today by calling 1-866-527-1498 and mention that you are with the ADRP May 2017 group. The cut-off date for making a room reservation at the discounted rate is Tuesday, April 18, 2017. Please note that reservations will be taken on a space-available basis at the prevailing hotel rates until the cut-off date. After that date, it is at the Hotel's discretion whether to accept additional reservations at the group rate.

Guests of La Quinta - Chicago Downtown will enjoy these great amenities and services:

- Complimentary Hot Bright Side Breakfast
- Free Wireless High-Speed Internet Access
- Free Local Calls
- In-room hair dryer, coffee maker, iron and ironing board


Southeast Donor Relations Conference (SEDRC) 2017

Thursday, June 8 - Friday, June 9
Augusta University | Augusta, GA

Registration | Program | Sponsorship | Where to Stay


  Early Bird
(through April 22)
Member  $175 $200
Non-member  $200 $225


Thank you for joining us in Augusta! We hope you found your experience valuable!

Come together with donor relations and stewardship professionals to network, get inspired, and learn about best practices within our important profession. Do you have expertise you are willing to share with other donor relations professionals? We'd love to hear from you! From the Donor Relations Coordinator who is just starting out, to the experienced Director or President, we want to know your tips and tricks! Whether you work in health care, higher education, the arts, or another field, we're seeking talented presenters who can speak to trends and best practices. 


Thursday, June 8

Time Presentation Title Session Information

9:00 - 10:00 AM

Registration and Brunch
10:00 - 10:15 AM

Welcome and Introductions

10:15 - 10:45 AM

Keynote Address

Shell K. Berry, President/CEO of the Community Foundation for the Central Savannah River Area
10:45 - 11:45 AM

Common Practices: What Works, What Doesn't, and What Barely Gets You By

Supplemental Materials

Stewardship Plan

Stewardship Grid

Sample Named Space

Daphne Powell
Senior Director of Stewardship and Donor Relations, The University Of Alabama at Birmingham

Daphne Powell, Senior Director of Stewardship and Donor Relations at UAB, will lead discussions on some of the common practices seen during her 18-year career. Topics will include gift agreements, acknowledgements, recognition, reporting, and much more. Participants will be expected to share stories of their own successes and failures, and they will take away ideas and information about what works, what doesn't, and what barely gets you by. 

11:45 AM - 12:00 PM


12:00 - 1:00 PM

Earn that Seat at the Table: Add Value to Advancement Initiatives

Patricia Burton
Director of Donor Relations, Elon University

I am privileged to have a seat at two important tables within University Advancement: the Directors Group and the Leadership Team. In these meetings, I look for opportunities for Donor Relations to help out with initiatives using the special skills that we possess, like organization and project management. In the past year, we have had three major opportunities to lead planning and execution of components of fundraising initiatives. In this session, I'll show how we collaborated with colleagues across Advancement to develop a new initiative (Share Your Chair, encouraging alumni giving before commencement); improve stewardship for an established initiative (Be an Elon Luminary, end of calendar year/holiday alumni giving); and bring new stewardship technology to an established initiative (#ElonDay, our annual day of giving). Attendees will learn how inexpensive labels, printed with donor names and placed on chairs and luminarias, make happy donors. I'll also show how we used ThankView videos and social media messages to create personalized and prompt stewardship for our annual day of giving. 

1:00 - 1:45 PM Networking Lunch
1:45 - 2:45 PM

Stewardship Close-up: Naming Opprtunities

Anne Manner-McLarty
President and Lead Consultant,

Naming opportunities are a key component in fundraising for major gifts. Organizations associate donor names with campus-based spaces, programs, funds and faculty positions. The science of using naming opportunities to motivate giving-and using strategy and policy to manage possible risks-is evolving. This session will explore advances in cross-departmental coordination, recognition policy, and design guidelines. We'll explore ideas that make naming opportunity meaningful for all audiences and better prepare you and your organization accommodate challenging situations.

2:45 - 3:00 PM



3:00 - 4:15 PM

Taking a Step Back Will Lead You Forward

Carolyn Appleton
President, Carolyn M. Appleton, Inc.

This presentation will focus on Carolyn's real life experiences working with major gift donors, revitalizing failing fundraising campaigns of all types, and healing negative experiences. Listening to donors and responding with appropriate measures will lead you to fundraising success. 

4:15 PM Networking Reception


Friday, June 9

Time Presentation Title Session Information
8:00 - 9:00 AM Brunch
9:00 - 10:00 AM

“In Lieu of Flowers”: A Case Study in Stewardship & Retention of Memorial Gifts

Beth Bryant
Senior Director of Donor Relations, Hospice & Palliative CareCenter

There is more than one point of entry for a potential donor to become a donor. One of these is memorial gifts given in response to an obituary notice: "In lieu of flowers, please make donations to --." Learn how one organization made a concerted effort to move as many memorial donors as possible from transactional into a relationship through stewardship, storytelling and solicitation. Moving 10% or even 20% into an ongoing relationship can translate into huge dollars!
10:00 - 11:00 AM

Beyond Endowments and Scholarships: Stewarding Legacy, Facility and Other Major Donors

Melanie Armstrong
Assistant Director of Stewardship and Donor Relations, The University of Alabama at Birmingham

Melanie Armstrong, Assistant Director of Stewardship and Donor Relations, will talk about how important it is to steward the 'other donors' - planned giving, facility, and current-use gift donors. In or out of campaign mode, these donors hold untapped potential, and providing appropriate stewardship to them could open the door for stronger relationships and more philanthropic support. Hear how UAB has implemented various strategies to create a stronger culture of stewardship.
11:00 - 11:15 AM



11:15 AM - 12:15 PM

Can a Partnership Enhance Your Stewardship?

Michael Dotson
Senior Director of Advancement Services, Augusta University

Melody Allen McBeth
Principal/Senior Consultant, Highland Fundraising Solutions

From identifying the newest members of the giving society crew to navigating the choppy waters of QPQ, any misstep could mean scuttling your Stewardship. Where is your 'safe harbor' and what happens when the threshold is met? Is that auction donation of a vacation timeshare as welcomed as you or your donors might think? When are you required to send an amended deductibility statement? Partnering with your data services division prior to the planning stages of an event, or even the beginning of the fiscal year, can prevent significant headaches for the Donor Relations/Stewardship team and ensure your donors are properly stewarded.
12:15 - 2:00 PM

Lunch and Panel Discussion


2:30 PM

Adjourn and self-guided tour



Become a sponsor or exhibitor!

Sponsorship opportunities are now closed. This conference will be the premier gathering for donor relations and stewardship professionals across the Southeast United States - make sure you're a part of this exciting event! Take advantage of the opportunity to connect with attendees both veteran and new. Mix and mingle with the crowd as our Thursday evening reception sponsor, or obtain special recognition as a lunch sponsor. Is this your first event with ADRP? Set up a table and join us as an exhibitor. 

Thank you to our current exhibitors!


1157 designconcepts designs and fabricates custom donor recognition solutions, history displays, hall of fame projects, plaques, room signage and interactive displays. With a focus on the not-for-profit market, the company services major colleges, leading healthcare institutions, independent schools, YMCAs and other organizations throughout the United States and Canada.

We design, manufacture and install architectural and interactive donor recognition displays, history exhibits and environmental graphics. Our expertise helped us create Giftmap, a map-based tool that will help you plan, document and manage funding opportunities and recognition inventories. Giftmap has become the central planning and communication platform for some of the most respected fundraising shops across North America.


Partners In Recognition is a company tailored to suite the unique needs of our nonprofit clients. We offer onsite consulting service, creative design concepts and state of the art manufacturing capabilities all resulting in the most innovative and price competitive recognition systems available. Our goal is to work with you to create a recognition system that stands as a testimony of your commitment to your donors, as well as a marketing tool to foster continued involvement.

MD Designs by Metal Decor creates spectacular donor walls, signage and awards.


 With over 30 years of experience and more than 700 installations Brook Recognition is a forward-thinking business focused on Donor Recognition Strategies to help non-profits achieve their fundraising goals. A new innovation, The Recognition Paradigm Shift will revolutionize the way you look at donor recognition, as well as enrich your donor's experience. Be sure to visit our exhibit to learn more about this exciting new perspective and how it can enhance your culture of philanthropy! 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.

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.


7th Annual New York City Regional Conference

Please follow the link below to download presentation slides, a CFRE tracker, or a copy of the attendee roster.

March 10, 8:30 AM - 3:30 PM | Museum of Jewish Heritage

Presentation Slides | CFRE Tracker | Attendee Roster

Presentation Slides

Time Session Title
8:30 - 9:30 AM Registration, breakfast, and coffee
9:35 - 10:30 AM

Keynote Presentation: Pushing Philanthropy to the Margins

Ted Bunch
Chief Development Officer, 
A Call to Men

10:45 - 11:45 AM Session 1

1A: Strategic Growth: Using Research and Donor Input to Expand Your Program

Lisa C. Honan, Executive Director of Development, Syracuse University

Megan McAndrews, Director of Donor Relations, Syracuse University


1B: Providing a Framework for Decision Making: An Insider's View on Executive Solutions

Kelly Brennan, Associate Director, Donor Relations and Services, Memorial Sloan Kettering Cancer Center


1C: This Way to the Afterparty: How to Steward Strategically Post-Campaign

Katie Kutney, Associate Director of Advancement, Berkshire School

12:00 - 1:00 PM Lunch
1:05 - 2:05 PM Session 2

2A: How to Be Like Martin Scorsese

Lynne Wester, Donor Relations Guru


2B: "In Lieu of Flowers": A Case Study in Stewardship & Retention of Memorial Gifts

Beth Bryant, Senior Director of Donor Relations, Hospice & Palliative Care Center


2C: A Minute to Win It in the Big Apple

Facilitated by Cheryl Lintner, Director of Donor Relations, Meridian Health Affiliated Foundations

 2:30 - 3:30 PM  Session 3

3A: It's the 15th Anniversary of a Transformative Gift: Now What?

Nichole Mastrianni, Director of Stewardship, Rutgers University

Roberta O'Hara, Senior Director of Donor Relations, Rutgers University


3B: Lessons from Loss: Advancing Through Tragedy

Vanessa DiCarlo Carta, Director of Donor Engagement and Stewardship, University of Massachusetts Boston


3C: Snap Out of It! Changing Your Outlook on Donor Communications

Debbie Meyers, Senior Director of Donor Relations and Stewardship, University of Maryland


3rd Annual Midwest Regional Forum 


We are so excited to have you join us for the 2017 ADRP Midwest Regional Forum on Wednesday, May 10th at the offices of YMCA of the USA. Here is some information to help you plan your day. If you have any questions, please do not hesitate to email Eliza McNulty ([email protected]).

Event Details

2017 ADRP Midwest Regional Forum
YMCA of the USA
101 N. Wacker Drive
Chicago, IL

Registration Opens: 7:45 a.m.
Program Begins: 8:15 a.m.
Program Ends: 4:00 p.m.
Breakfast and Lunch provided. 

Getting Here

YMCA of the USA is located at 101 N. (upper) Wacker Drive on the western edge of the Chicago Loop. The building is situated on the east side of Wacker, between Randolph (one way going west) and Washington (one way going east). It is across and just north of the Civic Opera House/Chicago Lyric Opera.

  • Parking (two nearby options):
    • 319 W. Randolph is an outdoor lot located on the south side of Randolph, between Franklin and Wacker. Daily parking is available for a fee. 
    • 230 W. Washington is an enclosed parking garage located on the north side of Washington between Wells and Franklin. Daily parking is available for a fee.
  • From La Quinta Inn & Suites:
    • YMCA of the USA is a 5-minute walk from the La Quinta Inn & Suites. Walk north on S. Franklin St (1 block) toward W. Washington St. Turn left (west) onto W. Washington St. Walk one block, turn right (north) on N. Wacker Drive and you will be standing in front of 101 N. Wacker.

Building Access

Upon entering the building, you will need to check in at the lobby desk. A greeter will help you access the northern-most elevator bank, which you will take to the 16th floor. When you exit the elevators, please proceed to the reception area, which will be immediately visible when you exit the elevator.


Registration begins at 7:45 am. Registration will be set up in YMCA of the USA’s reception area. You will receive a welcome packet along with a name badge when you check in. On your name badge, you’ll see a number which indicates your table for breakfast. Tables will be clearly numbered.

Meals & Other Stuff

Breakfast and lunch will be served. We also will have free Wi-Fi access. YMCA of the USA is also pleased to offer a mother’s room for those who need it. For lunch, we will offer table topic seating. Each table will have a topic displayed, to facilitate targeted conversations among professionals from various institutions.

Networking Reception

We encourage you to join us post-Forum from 4:00 – 6:00 p.m. for a networking reception at Tradition, 160 N. Franklin St. Tradition is just two blocks from the Forum location. Guides will be present to lead attendees to the Reception. 

We can’t wait to spend the day with you and nearly 100 more nonprofit professionals to network, share, and learn about new ways to steward, engage, and retain our donors. Again, please feel free to contact Eliza McNulty [email protected] with any questions.

See you on May 10th!






Vancouver Regional Luncheon
Wednesday, June 28, 2017
Vancouver Club | UBC Room | 915 W Hastings St | Vancouver, BC

Registration is closed! 

Join us at the Vancouver Club on June 28, 2017 for a lunch and learn session as we bring together donor relations and stewardship professionals from Vancouver, the Lower Mainland and beyond. Don’t miss this opportunity to grow your connections and share best practices with your colleagues. 

Round table discussions will focus on opportunities and barriers to connecting with our donors and colleagues. Come prepared to share your triumphs and challenges. 

Sample topics: Connecting through social media, data management and analytics to support connections, partnering with marketing and communications.

11:30am - 12:00pm

Lunch and Round Tables
12:00pm - 1:30pm

Registration Fees
ADRP Members:  $45 CAD
Non-members:     $55 CAD
Note: If you proceed with registration using a credit card, your card will be charged in USD (approximately $33 USD).
You may send a check for CAD.

We look forward to seeing you in Vancouver!

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