Southeastern Donor Relations Conference (SEDRC) 2016
Thursday, June 9 - Friday, June 10 | University of Alabama at Birmingham
Calling all Southeast members! Come together with fellow donor relations and stewardship professionals from around the region to learn how to create a culture of stewardship at your organization. This event will be hosted on the UAB campus in Birmingham, Alabama—recently ranked number four on Lonely Planet magazine’s list of places to visit in the U.S. in 2016.
Online registration is now closed. Please call the ADRP office to register.
Member registration | $200
Non-member registration | $225
View Program Schedule | Explore Sponsorship Opportunities | Book Your Hotel | CFRE Credits
This two-day event will feature keynote presentation "Love: It’s What Makes Stewardship Stewardship" by Virginia Gilbert Loftin, UAB Assistant Vice President for Development Communications. This session will address how to:
- Find and tell the stories that inspire giving and celebrate givers
- Create champions for your donors across your organization
In addition, seven general sessions will provide exceptional learning opportunities to build and enhance your program, and there will be multiple networking opportunities, as well as an annual giving stewardship lunch-and-learn and a self-guided tour of UAB on Friday afternoon focusing on donor recognition across campus.
Don't miss this chance to interact with your colleagues, exchange ideas, and walk away with new tools to inspire your work!
Program Schedule
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| Thursday, June 9 |
| 9:00am |
Registration and Morning Coffee and Brunch |
| 10:00am |
Introduction and Welcome
Michelle Hussey, UAB Assistant Vice President for Advancement Services, and Daphne Powell, UAB Senior Director of Stewardship and Donor Relations |
| 10:15am |
Keynote Address: Love: It’s What Makes Stewardship Stewardship
Virginia Gilbert Loftin, UAB Assistant Vice President for Development Communications
|
| 11:15am |
Break |
| 11:30am |
Session 2: How to Conduct a Stewardship Audit
Kay Couglin, Donor Relations Mindset, Inc.
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| 12:30pm |
Networking Lunch |
| 1:45pm |
Session 3: Making it Personal - Taking Individualized Stewardship to the Next Level
Kelli Queen and Meredith Cole, University of North Carolina, Wilmington
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| 2:45pm |
Break |
| 3:00pm |
Session 4: Engaging Students in Scholarship Stewardship
Shannon Retzbach, The College of William and Mary |
| 4:00pm |
Adjourn |
| 4:30pm |
Networking Reception at Abroms-Engel Institute for the Visual Arts |
| Friday, June 10 |
| 8:30am |
Morning Coffee and Brunch |
| 9:00am |
Session 5: Things Every Donor Professional Should Know (Interactive Session)
Anne Manner-McLarty, Heurista, Inc. |
| 10:00am |
Session 6: Creating a Stewardship Community
Tony Stringer and Teresa Kesler, University of Georgia |
| 11:00am |
Break (Move to UAB Hill Student Center) |
| 11:30am |
Session 7: What's the Worst That Can Happen? Event Planning: Expecting the Best but Planning for the Worst *AND* The Role and Impact of Donor Events and Alumni and Students Experiences
Jill Forehand, Georgia Southern University
Susan Brenner, University of Montevallo |
| 12:30pm |
Lunch-and-Learn with Special Guest Randy Kinder, UAB Director of Annual Giving |
| 2:00pm |
Session 8: Improving Scholarship Fund Utilization, Compliance, and Stewardship
Brandon Phipps, AcademicWorks, Inc. |
| 3:00pm |
Adjourn/Self-Guided Tour |
CFRE Educational Credits
This educational activity has been approved for 8 CFRE continuing education credits. All participants will receive a CFRE tracking sheet post-event. Don't forget to take advantage of this wonderful learning opportunity and start collecting your credits!
Hotel Information
The preferred hotel for the Southeast Donor Relations Conference is the DoubleTree by Hilton, located on the UAB campus at 808 20th Street South. Questions? Contact their front desk at (205) 933-9000.
Book Your Hotel Online >>
Become a Sponsor or Exhibitor
Come experience this two-day donor relations conference and take advantage of this opportunity to connect with members in the Southeast! Learn more about the opportunities available in the Exhibitor Information Sheet, or apply online today.
Thank you to our sponsors & exhibitors
Sponsors
Lunch Sponsor
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.
Partner Sponsor
MD Designs by Metal Decor creates spectacular donor walls, signage and awards, combining traditional woods and metals with materials such as Corian, acrylics, laminates, marble and crystal. It is our goal to provide our clients with a custom creative donor wall or recognition award that inspires philanthropy, aesthetically fits their facility, accommodates their donor programs and is manufactured with the highest quality lasting products. With over 50 years as the nation's largest donor wall and award producer, we are committed to meeting all of your recognition needs.
In-Kind Merchandise Sponsor
For more than three decades, Proforma has been the one source for all of our clients’ promotional products needs. With a vast network of over 600,000 products and services, we can find the best promotional, as well as printing, solutions for you. We specialize in designing custom programs that strategically integrate promotional products into your marketing plan. Proforma’s infinite resources can help you take your business to the next level.
Exhibitors
AcademicWorks is the leading provider of scholarship management solutions. Over 400 colleges, universities, and foundations use AcademicWorks to match students with relevant scholarship opportunities, create awards, and recognize scholarship donors.
Under the leadership of Anne Manner-McLarty, Heurista works with non-profit organizations, such as universities, hospitals, secondary schools, arts and civic organizations to maximize their community messaging. We're expert storytellers with the ability to convert your unique content into dynamic user experiences. We're familiar with print, web, interactive and hardscape design. And, beyond our creative skills, we bring the ability to develop sustainable processes and document procedures. We specialize in consulting relative to donor relations, stewardship programs and donor recognition.
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.
Partners In Recognition brings to the marketplace the combination of consulting services, creative design concepts and state of the art manufacturing capabilities. Our business is the relationships, the creativity, the innovations, the customer service, the state of the art manufacturing, and consulting skills we provide our clients. We are here to serve you because when you succeed we succeed. |
6th Annual New York City Regional Conference
Friday March 11, 9 am - 4 pm | Museum of Jewish Heritage
$175 ADRP Members, $200 Non-members (includes lunch)
Thank you for attending the New York Regional Conference!
Come together with donor relations and stewardship professionals from both inside and outside the greater NYC metropolitan area to network, get inspired, and learn about best practices within our profession.
Do you live and work outside of the NYC metro area, but travel for work? Plan your spring calendar to take advantage of this opportunity, and spend a weekend in the Big Apple! Don't be shut out! This conference has sold out every year. Early registration is encouraged.
Program
This event is eligible for 4.25 CFRE education credits.
This full day conference will include presentations on topics such as:
- Stewarding Planned Gift Donors
- Innovative Twists on Recognition
- Rethinking Donor Events
- Donor Relations Metrics
- Personalizing Endowment Reports
And more! At the end of the conference, join us for an ice cream social - a fun and informal networking event after a great day of sessions!
View full session descriptions >>
Sponsorship and Exhibitor Opportunities
You are encouraged to sign up now as a sponsor or exhibitor to secure your desired level of sponsorship. We've added a few new ways for you to get involved, too!
Explore the Exhibitor Information Sheet
Apply Now Online >>
Thank you to our current sponsors and exhibitors:
Ice Cream Social Sponsor
AcademicWorks is the leading provider of scholarship management solutions. Over 400 colleges, universities, and foundations use AcademicWorks to match students with relevant scholarship opportunities, create awards, and recognize scholarship donors.
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.
DONORWALL DESIGN GROUP provides one of a kind and off the shelf donor recognition solutions - DONOR WALLS, DONOR PLAQUES, CUT LETTERS AND DIGITAL DISPLAYS. Our products and service are considered industry benchmarks. What sets us apart is our work is inspired by the fine arts. We design to help you build your donor base and at the same time garner larger donations - this is an art and not an accident. Call us at 877-366-6792 or e-mail us at [email protected] .
For over half a century, Honorcraft has delivered a potent fusion of experience and innovation in the design and fabrication of all facets of donor recognition. LegacyCurator, a comprehensive service helps you discover, preserve, and honor your philanthropic heritage. Walls go up. Plaques come down. Heritage fades. And philanthropic momentum can be lost. We can help. Ask us about LCTracker, our web-based donor recognition management tool. Visit us online at www.honorcraft.com.
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.
MD Designs by Metal Decor creates spectacular donor walls, signage and awards, combining traditional woods and metals with materials such as Corian, acrylics, laminates, marble and crystal. It is our goal to provide our clients with a custom creative donor wall or recognition award that inspires philanthropy, aesthetically fits their facility, accommodates their donor programs and is manufactured with the highest quality lasting products. With over 50 years as the nation's largest donor wall and award producer, we are committed to meeting all of your recognition needs.
W&E Baum, designers and manufacturers of Donor Recognition and Memorial Walls, Giving Trees, Cast Plaques, Awards, Lettering and Signage. We offer complete solutions to fulfill your recognition and memorial needs with both traditional and contemporary designs.
Your 2016 NYC Regional Conference Planning Committee
Dan Blakemore
Assistant Director of Development for Individual Giving, International House
Stephanie Lamphere
Coordinator of Stewardship and Donor Relations, SUNY Empire State College
Cheryl Lintner
Assistant Director of Donor Relations, RWJ University Hospital Foundation & Somerset Health Care Foundation
Mary Solomons
Senior Director of Donor Relations and Campaign Events, Skidmore College
Lynne Wester
Donor Relations Guru |
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Registration is now closed.
Come together with donor relations and stewardship professionals from across Canada to EXperience stewardship in all its forms, EXpand your thinking and EXchange ideas. Don’t miss this opportunity to gather and share those uniquely Canadian aspects of our work! As this conference sold out last year, early registration is encouraged.
Become a Sponsor! Learn about how you can get involved and support this event.
Registration Fees
ADRP Members: $110 US dollars
Non-members: $125 US dollars
Get your continuing education credits! This event has been approved for 3.25 CFRE credits.
Please note that credit card payments will be charged in USD. If you wish to pay using CAD, you may mail a check or wire transfer to the ADRP Office at: 2150 N. 107th Street, Suite 330, Seattle, WA 98133.
Keynote
We are excited to announce that Brie Carere (Vice President Marketing, Corporate Communications and Customer Experience - FedEx Canada) will be the keynote speaker. Brie will touch on examples from FedEx Canada’s successful customer interactions, which may expand your approach to creating donor experiences for your organization.
Program Schedule
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| 8 - 9 am |
Registration & Continental Breakfast |
| 9 - 9:15 am |
Opening Remarks |
| 9:30 - 10:45 am |
Keynote Plenary Session
Brie Carere |
| 10:45 - 10:55 am |
Coffee Break |
| 10:55 - 11:55 am |
Breakout 1A: Digital Donor Experience
Mark Jordan
Becoming digitally-enabled: our journey towards a best-in-class donor experience at SickKids
We will share our journey, and some of the learnings we have had along our path to becoming a digitally-enabled organization.
|
| 10:55 - 11:55 am |
Breakout 1B: Evolution of Donor Recognition
Allison Bone
In recent years, we have witnessed the evolution of donor recognition and stewardship to include increased focus on private recognition and donor engagement. This session will explore:
The forces that are driving this evolution and how it may affect your organization and your donors' expectations.
The fundamental concepts that are critical to effective donor relationship management.
The meaning of private recognition and how you can use it to create more meaningful interactions with your donors.
New and fun ideas and examples that you and your organization can draw on to refresh your approach to donor recognition and stewardship.
|
| 10:55 - 11:55 am |
Breakout 1C: Redefining Recognition
Lindsay Gilbert
Tribute giving not only creates a meaningful legacy for donors, but can also achieve significant fund development goals. Through a collaborative process with fund development and launch of an innovative recognition program, we are now telling stories and sharing legacies about the honoree, while taking donor engagement to the next level. I would like to share with other Donor Relation Professionals the critical interactions and recognition systems we can all implement to see our donor engagement and tribute giving programs soar.
|
| 10:55 - 11:55 am |
Breakout 1D: 10 Things Every Donor Relations Professional Needs to Know
Anne Manner-McLarty
Prior to the session, I will conduct a survey of recognized experts in the field to gather insights and advice. During the session, I will lead a discussion around a similar set of questions and my findings to date. This experience will contribute to the shared understanding of resources in the Toronto region and experiences and inform my scheduled August 2016 ADRP webinar on the same topic. Likely questions:
We'll take answers from the attendees and discuss findings from the survey
What are the 10 things every practitioner should know?
Given your current perspective, what's the most basic advice you would've given yourself on your first day in this field?
What is the most helpful advice you have received from a fellow donor relations or stewardship professional?
What resource do you still wish for in your career?
|
| 12 - 1 pm |
Buffet Lunch |
1 - 2:15 pm
|
Afternoon Plenary Session
Vanessa Chase |
| 2:15 - 2:30 pm |
Coffee Break |
| 2:30 - 3:30 pm |
Breakout 2A: Healthcare Unsession
Led by Andrea Orr
It is an exciting time in donor relations and stewardship! From electronic systems to planning for construction to developing and implementing meaningful donor touch points there is much to discuss in our field! The focus of this "unsession" will be a discussion among attendees on current trends and your questions with a focus on healthcare.
|
| 2:30 - 3:30 pm |
Breakout 2B: Higher Ed Unsession
Led by Lori Yersh
Donor relations and stewardship programs were once an often and overlooked strategy in the donor cultivation and solicitation cycle. In recent years, many university advancement programs have come to recognize the important role stewardship and donor relations strategies can play in generating repeat and increased gifts. Come join your fellow colleagues to discuss and share current trends, wisdom learned and ways to develop and strengthen your donor relations and stewardship program.
|
| 2:30 - 3:30 pm |
Breakout 2C: Principal Donors
Led by Susan Wright (Rankin)
This is an un-session... Susan will help moderate the discussion but is relying on participation and input from all session attendees! Come ready to discuss and brainstorm strategic, meaningful, and impactful stewardship touches for your organization's most generous donors.
|
| 3:30 - 3:45 pm |
Closing Remarks |
| 4 - 6 pm |
Post-conference Reception |
Sponsorship Opportunities
Support our community through sponsorship of our conference. Complete the online form to secure your desired level of support.
Become a Sponsor
View and Download Prospectus
Thank you to our sponsors:
Platinum Sponsor
Gold Sponsor
BAS is a world-class provider of both static and electronic donor recognition signage solutions. We have developed hundreds of successful programs for single and multi-site facilities. BAS offers “Turnkey” service – planning, design through fabrication and installation. We approach every project through your eyes. By offering our knowledge and expertise, talented staff and professional resources, we ensure a trouble free and seamless process with the best possible results. BAS will always far exceed your expectations and requirements.
Gold Sponsor
If we want donors to give more, we must first give them more. Developing robust and meaningful relationships with donors naturally gives rise to increased donor retention and giving levels over time is what we do at The Storytelling Non-Profit. As fundraisers, it can be really easy to develop “asking tunnel vision.” But at the end of the day, we are asking other people to part with their hard-earned money. So we must treat them like people, not just a number in the database. By taking an empathic approach to donor relations and creating communications that donors want to hear/read/watch, you lay the foundation for fruitful philanthropic relationships with your donors. Donors want to hear about the impact their gift has had, not just what your non-profit does. By focusing on the impact, you’ll be able to connect with donors’ hearts and minds. It is our goal is to help fundraisers and non-profit organizations transition their approach to fundraising and donor relations to be one that focuses on inspiring donors.
Silver Sponsor - In-Kind
We are not just a distributor of promotional products, we're your one stop
shop for anything and everything branded! TCL's team has extensive knowledge
of promotional advertising and are experts at helping customers develop
effective, memorable campaigns.
Bronze Sponsors
Under the leadership of Anne Manner-McLarty, Heurista works with non-profit organizations, such as universities, hospitals, secondary schools, arts and civic organizations to maximize their community messaging. We're expert storytellers with the ability to convert your unique content into dynamic user experiences. We're familiar with print, web, interactive and hardscape design. And, beyond our creative skills, we bring the ability to develop sustainable processes and document procedures. We specialize in consulting relative to donor relations, stewardship programs and donor recognition.
Serving non-profits for over a decade, Blue North combines data insights and fundraising expertise to help our clients raise more so they can do more. It’s that simple. Our success is our client’s success. The Blue North team has been in your shoes. Many of them come from the non-profit fundraising world. They know your challenges and they know how to develop meaningful and robust relationships with donors. Our data-centric approach is what sets us apart and is what drives the results we achieve for our clients. Your organization’s donor data is filled with hidden gems that are often unintentionally ignored. We uncover the clues, break them down into actionable strategies and focus on areas where the biggest opportunities lie. Think smart data. How healthy is your donor data? Let’s talk about ways Blue North can help convert those columns and rows into real, measurable fundraising impact.
Follow us on Twitter! @BlueNorth_Inc
Third Sector Publishing, through Canadian Donor's Guide, CharityCAN and ProspectPRIME, is Canada's preeminent publisher of information regarding Canada's registered charities and those who donate to them.
Follow us on Twitter! @thirdsector_ @DonorsGuide @CharityCAN3 @ProspectPRIMEca
Bronze Sponsor - In-Kind
The Printing House Ltd(tm) (TPH®) is proudly 100% Canadian owned and operated. Since 1961, we've served Canadians as part of the community. You already expect speed and quality from a printing company- learn what makes us unique and how we make a difference to your business and help you succeed. Our team of print specialists are standing by with over 70 locations across Canada, from Halifax to Vancouver.
Follow us on Twitter! @TPHCanada
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Midwest Regional Forum
Wednesday, April 20, 2016
YMCA of the USA | 101 N. Upper Wacker Drive #1600, Chicago, IL 60606
Thank you for attending our Midwest Regional Forum! Please see the session titles below to access all available presentation materials.
View full session descriptions and speaker biographies >>
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