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Southeast Donor Relations Conference (SEDRC) 2017
Thursday, June 8 - Friday, June 9
Augusta University | Augusta, GA
Registration | Program | Sponsorship | Where to Stay
Pricing
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Early Bird
(through April 22) |
Standard |
| 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.
Program
Thursday, June 8
| Time |
Presentation Title |
Session Information |
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9:00 - 10:00 AM
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Registration and Brunch |
| 10:00 - 10:15 AM |
Welcome and Introductions
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| 10:15 - 10:45 AM |
Keynote Address
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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
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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.
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| 11:45 AM - 12:00 PM |
Break
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| 12:00 - 1:00 PM |
Earn that Seat at the Table: Add Value to Advancement Initiatives
Patricia Burton
Director of Donor Relations, Elon University
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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.
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| 1:00 - 1:45 PM |
Networking Lunch |
| 1:45 - 2:45 PM |
Stewardship Close-up: Naming Opprtunities
Anne Manner-McLarty
President and Lead Consultant, Heurista.com
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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.
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| 2:45 - 3:00 PM |
Break
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| 3:00 - 4:15 PM |
Taking a Step Back Will Lead You Forward
Carolyn Appleton
President, Carolyn M. Appleton, Inc.
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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.
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| 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
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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
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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 |
Break
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| 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
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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
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| 2:30 PM |
Adjourn and self-guided tour
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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!
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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.
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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.
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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.
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MD Designs by Metal Decor creates spectacular donor walls, signage and awards.
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| 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. |
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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.
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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.
Registration
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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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
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| 10:45 - 11:45 AM |
Session 1 |
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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
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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
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1C: This Way to the Afterparty: How to Steward Strategically Post-Campaign
Katie Kutney, Associate Director of Advancement, Berkshire School
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| 12:00 - 1:00 PM |
Lunch |
| 1:05 - 2:05 PM |
Session 2 |
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2A: How to Be Like Martin Scorsese
Lynne Wester, Donor Relations Guru
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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
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2C: A Minute to Win It in the Big Apple
Facilitated by Cheryl Lintner, Director of Donor Relations, Meridian Health Affiliated Foundations
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| 2:30 - 3:30 PM |
Session 3 |
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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
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3B: Lessons from Loss: Advancing Through Tragedy
Vanessa DiCarlo Carta, Director of Donor Engagement and Stewardship, University of Massachusetts Boston
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3C: Snap Out of It! Changing Your Outlook on Donor Communications
Debbie Meyers, Senior Director of Donor Relations and Stewardship, University of Maryland
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3rd Annual Midwest Regional Forum
KNOW BEFORE YOU GO
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
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!
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