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

 

5th Annual New York Regional Conference 

Sessions


Register Now!

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9:30 - 9:45 | Keynote
10:55 - 11:55 | Session 1 A, B, C
1:00 - 2:00 | Session 2 A, B, C
2:10 - 3:10 | Session 3 A, B, C

Keynote: Campaign Stewardship:  Be Prepared
Angela Joens, Executive Director of Development Outreach, University of California, Davis

Whether you are planning a campaign, in a campaign or wrapping one up – stewardship is an important element.  Have you led the discussion about how you will steward your donors during and after the campaign? Do you have the systems, structures, program, policies in place?  During this session we will cover these topics and share ideas about how to cultivate and engage donors during a campaign, and how to celebrate campaign milestones. 

Angela Joens is the executive director of development outreach for the University of California, Davis, where she oversees the donor relations, annual giving, prospect research and development communications departments. Prior to her work with UC Davis, Angie was the vice president of development operations for the Mercy Foundation where she oversaw donor relations, annual giving, advancement services and the grateful patient program.

Angie began her work in the donor relations field in 1999 when she was hired by the Iowa State University (ISU) Foundation as the director of donor relations to build a program. In ten years she helped the foundation build a nationally recognized donor relations program from the ground up. Before ISU she was a member of the start-up company RuffaloCODY, which assists nonprofit organizations across the country with their fundraising efforts. Serving the company for eight years, she helped hundreds of clients reach their financial goals and helped build a strong company.

She is also a donor relations consultant for Campbell & Company and provides assistance to organizations wanting to develop and grow their stewardship operations. In addition, she continues to be a frequent speaker and has presented at many conferences, including those for CASE, the Association of Donor Relations Professionals (ADRP), the Association of Fundraising Professionals (AFP) and others.

Angie has gained extensive management, development and stewardship experience during her professional career. Her areas of expertise include fundraising, strategic planning, market and prospect research, event planning, giving societies, donor communication and staff recruitment, development and management.

She earned her bachelor's degree in journalism and mass communications from the University of Iowa and her master's degree in public administration from Iowa State University. She is an active volunteer and assists several nonprofit organizations and served on the National Association of Donor Relations Professionals Board from 2008-2011.

 

Session 1A: Capitalizing on the "Overlooked Middle": How Donor Relations Can Drive Renewals and Upgrades from Mid-Level Donors
Jeff Martin, Consultant, Education Advisory Board

Mid-level donors' expectations for high-touch stewardship often exceed what donor relations professionals can offer them. Gift societies and their endless parade of certificates, tchotchkes, and events continue to occupy center stage in many donor relations shops, despite their growing irrelevance in the eyes of donors. This session will take a look at how to move past these challenges. It will detail groundbreaking strategies for enhancing mid-level donor access to senior leaders and for communicating gift impact in scalable ways through digital channels.

Jeff Martin is a Consultant with EAB, a best practice research firm based in Washington, D.C. He has led research studies on donor retention, donor relations, student philanthropy, social media fundraising, crowdfunding, mobile giving, and alumni relations. He is currently compiling a publication and resource center on maximizing lifetime donor value. Mr. Martin received a bachelor's degree in history from Brown University.

Session 1B: Maximizing Momentum: Creating a Campaign Roadshow that Works
Brianne Croteau, Assistant Director of Donor and Volunteer Relations, Bucknell University
Kristin Maffeo, Senior Producer, Feats

You’ve successfully launched your campus Campaign Kickoff, your constituents are engaged, your team is ready and energy is high - now what?

This session will explore how to translate positive momentum from a Campaign Kickoff into a strategic Roadshow.  Presented by Bucknell University and Feats Inc., these dynamic partners will answer the questions of:

  • How do you spin the most engaging parts of your campus launch into a production capable of traveling the country?
  • How do you build an effective program highlighting the campaign, faculty and students
  • How do you tailor it to regional audiences for greater impact?. 

Highlighting their process of creating a Regional Roadshow from beginning to end, topics will include planning strategically and cost-effectively, successful marketing/generating attendance, tapping into regional constituents, building an engaging and meaningful program and navigating the inevitable event pitfalls.

Brianne Croteau and Kristin Maffeo have been working together on the Bucknell University Campaign since 2011.  Over the past four years, Brianne and Kristin have combined their professional experience, creativity and respective Bucknell and Feats resources to develop a positive partnership crucial to the success of the overall events.  They travel the country together managing Bucknell Roadshows from site visit to final production and have more than a few “tales of the trade” to share!

Brianne Croteau has built a career developing and producing special events that support the strategic goals of higher education institutions. She began at Georgetown University and St. Albans School in Washington, D.C. before joining Bucknell University as Associate Director of Development and Alumni Events in 2008. Brianne helped Bucknell create a centralized event service team and in 2010 transitioned to Assistant Director of Event Management. In 2013, she returned to her development roots, becoming Bucknell's new Assistant Director of Donor and Volunteer Relations. Brianne has traveled throughout the United States producing everything from intimate donor experiences to high-level, large-scale Presidential events, including the campus launch and roadshow of a half-billion dollar comprehensive campaign. She speaks at industry conferences and her events have won several awards, most recently from the Council for Advancement and Support of Education (CASE).

Session 1C: The Intersection of Leadership Gifts, Prospect Management, and Donor Relations.
Erin Moyer, Assistant Vice President, Stewardship & Gift and Donor Services, University of Rochester
Mary Solomons, Senior Director of Donor Relations, Skidmore College

Are your endowed fund reports candidates for a Pulitzer Prize? Do your acknowledgement letters bring donors to tears?  Did your last event end with a standing ovation?  How does your department evolve from here?  In this session we’ll discuss how to position your donor relations office to work in partnership with prospect management and leadership gifts to provide a holistic approach to donor stewardship.  Ensure that donor relations is part of every cycle of donor engagement:  identification, cultivation, solicitation, and stewardship. 

Erin Moyer is Assistant Vice President of Stewardship & Gift and Donor Services at the University of Rochester. In this role she integrates the functions of these two areas, focusing on developing standards, tools, and programs that support the university-wide advancement effort. She is responsible for overall stewardship with a focus on leadership donors and prospect engagement as well as oversight of core areas of advancement services, including gift processing, biographical and financial records maintenance, reconciliations and data quality. Previously, Erin worked at Lehigh University, serving as Director of Stewardship and Gift Processing and later as Director of Advancement Services. Prior to Lehigh, she worked in development and member services at the Rodale Institute in Kutztown, Penn.

Erin currently serves as ADRP’s President.  Prior to this role Erin began her service to ADRP in 2009 as a member and co-chair of the professional development committee and was elected to the ADRP Board in January 2012.  She has previously served as Chair of the Professional Development Committee and has been a member of ADRP since 2006. She has been a presenter at conferences sponsored by ADRP, the Council for Advancement and Support of Education (CASE) and the Association of Fundraising Professionals (AFP). Erin earned a B.A. at Kutztown University and her M.Ed. at Lehigh University.

Mary Solomons has been in the advancement field for 25 years, initially in the alumnae office of her alma mater, Wellesley College. For the past 19 years she has been at Skidmore College in Saratoga Springs, New York, first as director of alumni affairs, and since 200, overseeing the Office of Donor Relations. Mary served on the ADRP Board of Directors for 2008 - 13, has presented at numerous ADRP International Conference, co-chaired the NYC Regional Conferences, and is also active with the Council for the Advancement and Support of Education (CASE), serving on the faculty of the 2007, 2009, 2014, and 2015 Donor Relations Conferences and as a speaker at the summer Institute for Advancement Services in July 2011 and the District 1 Annual conference in February 2008.

 

Session 2A:  A Coaching Session
Angela Joens, Executive Director of Development Outreach, University of California Davis
Lisa Honan, Executive Director, Syracuse University

Do you have a tough question or situation you need answered at work? Do you wish you had a sounding board with which to bounce ideas? This is your forum to seek advice or gain perspective from a seasoned coach.  We will also provide tools to help you navigate these tricky situations on your own.

Read Angie’s bio under keynote session.

Session 2B: Not your usual scholarship dinner.  A look into how one school put a twist the "typical" scholarship dinner and made a lasting impact for the school and its donors.
Ashley Gentry, Director of Donor Relations, Eastern Virginia Medical School
Brooks Lively, Assistant Director of Donor Relations, Eastern Virginia Medical School

A case study on how Eastern Virginia Medical School took a "typical" scholarship dinner and turned it into an a-typical scholarship event, with major success.  The session will take a deep dive into why the change in event format, location, outcomes and pit-falls to avoid.  Presenters will go over all the collateral and manpower that went into such an undertaking as well.  Also, presenters will share what the future of the event will be going forward and why. 

Attendees will come away with a different way of how to do a scholarship dinner (or similar type of event) and how they can give their donors an experience they will soon never forget.

Ashley Gentry has served as the Director of Donor Relations at Eastern Virginia Medical School (EVMS) over the past four years.  She, along with her team, has built a robust donor relations program from the ground up.  Prior to joining EVMS, Ashley was a front line fundraiser in both the health and business development sectors.  At work, Ashley's passion is to find creative and innovative ways to engage the donor. 

A true believer in giving back, Ashley is highly involved the community.  She was named Top 40 Under 40 by Inside Business in 2009, and received the President’s Award for Outstanding Board Member from the Junior League in 2012.  Ashley resides in the Norfolk, VA area with her husband, Jay, their two children, Madsion and Grayson, and their dog, Bailey.

Session 2C: The Art of Storytelling: IMAGINE the possibilities.
Kim Kaufman, Donor Relations Communication Coordinator, OSF Healthcare Foundation

In a world where messages bombard us from dawn till dusk, it’s difficult to break through the blasé. This presentation challenges the status quo-discussing how to craft meaningful communication that makes people want to care.

It starts with storytelling, and the best stories focus on people.  What makes them tick?  Why do they make the choices they do?  What are their passions?  Put simply, people are attracted to people. We’ll examine how to find, create, and enterprise meaningful stories that keep audiences coming back for more.

I’ll dive into the process, beginning with the interview. This includes how to encourage a stranger to share their story, what to ask during the interview, and ways to make learned information worthwhile.

From there, we’ll explore how to craft messages that come alive, not only through the printed word, but through video, audio, still photography and social media.  I’ll share examples for using a variety of communication channels and ways to maximize effect.

The art of storytelling is powerful.  Used correctly, it can increase loyalty, excitement, and philanthropy towards an organization or cause.  Attendees should walk away feeling empowered, excited, and better prepared to write and share stories.

Kim Kaufman loves storytelling.  As the Donor Relations Communication Coordinator for the Children’s Hospital of Illinois, Kim captures stories of children and families who've faced the unthinkable, and persevered.  These genuine examples of love, loss, personal growth, and hope are shared publicly - promoting a culture of philanthropy within the hospital and surrounding area.  Prior to joining the Children’s Hospital of Illinois, Kim was a television news anchor and reporter for the CBS affiliate, WMBD-31 and WYZZ-Fox-43.  Kim has received top recognition for her storytelling at the Illinois Broadcaster’s Association Silver Dome Awards, and Nexstar Broadcasting Group in Dallas, Texas.  Her report on Midwest flooding gained national exposure in April 2013, when it was chosen to air on CNN.  Kim’s career began at Walt Disney World in Orlando, Florida where she made magic as an entertainer, tour-guide, and a guest relations host.  While at Disney, she also stepped into the shoes of “Goofy,” the paws of “Tigger” and played the villains, “Maleficent” from Sleeping Beauty and the White Witch from the Chronicles of Narnia.  Kim graduated Summa Cum Laude from Illinois State University with a degree in Broadcast Journalism and Mass Communication.

 

Session 3A: Managing Unspent Endowment Payouts
Carrie Collins, Vice President, Institutional Advancement, University of the Sciences

While endowments are often the lifeblood of an institution, they can also be the source of many headaches.  Identifying and managing unspent endowment payouts can be a laborious, but worthwhile process.  Properly managing, spending and reporting on the use of donors' funds can position you to clearly demonstrate the impact of their contributions, as well as create the opportunity to ask for an additional gift.  Participants will learn how to:  (a) identify and organize unspent payouts; (b) articulate the importance of appropriate spending to your organization's key constituents; and (c) troubleshoot problems.

Carrie Collins is the Vice President of Institutional Advancement at University of the Sciences, founded as the Philadelphia College of Pharmacy in 1821.  Carrie oversees fundraising, alumni relations, marketing and communications, and university events to advance the university’s mission.  In her first full fiscal year with USciences, Carrie and her fundraising team raised $4,306,000 in gifts and pledges - 53% more than the previous year.  They reached 145% of the major gifts goal, and the percentage of faculty and staff who made gifts to the university increased by 32%.  The number of alumni volunteers increased by 21% over the previous year, demonstrating a tremendous outpouring of support. 

Carrie sits on the Leadership Committee of the Women’s Initiative of United Way of Greater Philadelphia and Southern New Jersey and is a board member of Montgomery Early Learning Center.  Carrie graduated with a B.A. from the University of Pittsburgh, summa cum laude, Phi Beta Kappa; secured a J.D. from the University of Pittsburgh School of Law; and a M.A. in Leadership and Liberal Studies from Duquesne University.

Session 3B: Creating and Implementing an Online Donor Portal: One Donor Relations Team's Experience
Fulvio Cativo, Director of Donor Relations and Stewardship, University of Maryland
Kathleen Diemer, Executive Director of Donor Relations and Advancement Communications, George Mason University

In November 2012 the Office of Donor Relations at the University of Maryland unveiled a secured online donor endowment report portal. How much time, energy and staff was involved in creating the portal? What was the cost? How was it rolled out to donors and how did they respond? What practices were put in place to determine success? Join the two staff members who were responsible for the design, roll out and maintenance of the portal and find out what has happened in the two years since donors were given their online access. This presentation will include a live demonstration of the university's donor portal.

Fulvio Cativo was named Director of Donor Relations and Stewardship at his alma mater, the University of Maryland, in early 2014. Prior to joining the Maryland donor relations team in 2012, he worked in development and communications roles for independent schools in Connecticut and Maryland. Earlier in his career he was a journalist at The Hartford Courant. Fulvio is an avid Terrapin sports fan and enjoys spending free time with his wife and their two rescue dogs.

Kathleen Diemer has more than 15 years of donor relations and communications experience. She currently serves as Executive Director of Donor Relations and Advancement Communications at George Mason University. Prior to joining Mason she served as the Director of Donor Relations at the University of Maryland.

In the past she has presented at annual conferences for Academic Impressions, the Association of Donor Relations Professionals (ADRP), the Association of Fundraising Professionals (AFP), Council for Advancement and Support of Education (CASE), National Capital Area Planned Giving Council and SunGard Higher Education.

In September 2007 she was honored with the University of Maryland University Relations Achievement Award, which recognizes extraordinary service to the division. She is also the recipient of a CASE Faculty Star Award (2005), a CASE Silver Circle of Excellence Award (2005) and two CASE Stellar Speaker Awards (2011 and 2012). Kathleen is a Certified Fund Raising Executive who holds a B.A. in Journalism from the University of Maryland and a certificate in Leadership Development. An active member of ADRP since 2007, she was elected to the ADRP Executive Board in January 2013.

Session 3C: Planned Giving Donor Relations for those that Leave a Lifetime Legacy
Lynne Wester, Principal, Donor Relations Guru

True donor stewardship begins before you know that a gift has been made and continues even after the
donor has passed away. A simple, yet strategic donor relations program welcomes your legacy and deferred givers into the organization’s highest ranks and provides them with a two-way relationship throughout their live.  Building an intentional bond with these future major donors improves your chances of receiving increased gifts from them now, as well as increased or additional legacy gifts in the future.

Lynne Wester is a frequent conference speaker and a well-known resource for donor relations and fundraising expertise. She has been featured in The Washington Post, CURRENTS magazine, The Chronicle of Philanthropy and other industry publications. Lynne also created the website and blog www.donorrelationsguru.comwhere she shares her expertise, opinions, and collections of samples on a variety of topics to the greater development world and hosts a monthly webinar series.  Using her expertise and hands-on approach, Lynne works with many organizations to help them keep their focus donor driven, technology savvy, strategic, and always with a splash of good humor. She received her undergraduate degrees from the University of South Carolina and is a loyal gamecock alumna, donor, and fan, and holds a master's in strategic fundraising and philanthropy with an emphasis in higher education.
 

5th Annual New York Regional Conference - SOLD OUT!

2015 NY Regional Conference Sponsors & Exhibitors 

Sponsors



Exhibitors



 


 

 

*Registration for the 5th Annual ADRP New York City Regional Conference has sold out. If you would like to be added to the Waitlist, please contact the office. Thank you for your patience and understanding.

Friday, March 13, 2015; 9 a.m. - 4:30 p.m. (Eastern)
Museum of Jewish Heritage | Edmond J. Safra Plaza, 36 Battery Place, New York, NY

This full day conference will include presentations on topics such as:

•   Managing Unspent Endowment Funds
•   The Art of Storytelling
•   Creating a Campaign Roadshow
•   Planned Giving Donors
•   Implementing an Online Donor Portal

The final session of the day will be a selection of round table conversations based on topics of interest suggested by attendees. 
View full session descriptions>>

Cost:  $175 for ADRP members; $200 for non-members (including lunch and breaks)

Space is Limited – Reserve Early; this conference has sold out every year!

Keynote speaker: Angela Joens, Exective Director of Development Outreach, UCDavis, will speak on Campaign Stewardship.

Lodging:  A special ADRP Conference Rate is available at the New York Marriott Downtown. 
Book your hotel room online>>
 

9B | Writing to a Donor's Heart: Exploring Story and Language that Compel Donors to Give

Friday, Sept 22
9:45 - 10:45 AM

Sector
Suitable for all audiences

Experience Level
Suitable for all levels

Shop Size
Suitable for any size shop

While relationships connect our donors to our mission, we sustain these connections through written words. In this session, we will review letters, proposals and reports that speak to a donor's heart and strengthen their connection with us. Our focus will be on general principles for capturing the heart and imagination, as well as practical tips to ease the writing process and make our communication stronger. This session is for writing enthusiasts interested in geeking out, as well as those with little formal training seeking practical tips and unique ways to approach communications and anyone in between.

 

Elizabeth "Betsy" Stewart

Betsy Stewart has nearly 10 years of professional donor relations experience. Most recently, her focus has been on developing compelling written materials to secure major support for City of Hope, a national medical center that advances biomedical research and clinical care. Betsy's experience spans healthcare and higher education settings, and includes donor proposals, narrative and financial reporting, special events, donor recognition, and unique approaches to connecting donors to the outcome of their contributions. She also volunteers her time by providing fundraising and writing expertise to Alabaster Mobile Clinic, a mobile medical clinic that serves isolated communities in Kenya. When she's not working, she's likely reading, writing, or running.

 
 
Speakers | Sponsorship | Hotel Information | Registration
Members: Find other members who are attending (login required)

1st Annual Canadian Regional Workshop:
A Culture of Collaboration


Date: Friday, April 10, 2015
Location: Hart House, University of Toronto Campus | Toronto, Ontario M5S 3H3

Registration Fees

Member | $117 in US dollars, which equates to approximately $150 CAD. Exchange rates may vary.
Non-member | $137 in US dollars, which equates to approximately $175 CAD. Exchange rates may vary.

* Payment for this event will only be accepted by credit card. Thank you for your cooperation.

Please join us for an optional pre-workshop networking reception on Thursday, April 9 from 6 - 7:30 pm at Hawthorne Food & Drink in Toronto. Please RSVP during online registration.

Workshop Schedule 

Continental Breakfast & Registration
 8 - 9 am
Opening Remarks & Welcome 9:15 am
Keynote 9:30 - 9:45 am
Session 1 10:55 - 11:55 am
Buffet luncheon 12 pm
Session 2 1:15 - 2:15 pm
Session 3 2:30 - 3:30 pm
Closing Remarks  3:30 pm

 

Session Descriptions

Keynote | 9:30 - 10:45 am
David Palmer, Vice President, Advancement, University of Toronto

Too often we approach stewardship from the standpoint of measuring satisfaction--an important element of a donor relationship, no doubt, but more a desirable by-product than the ultimate measure of stewardship success. At its best, stewardship is a powerful tool that can drive high performance fundraising, achieve alignment with institutional values, instill a broad-based culture of warmth and appreciation, and enhance the ultimate impact of giving.

Using case studies of large and complex gifts that often involve multiple departments, and sometimes multiple institutions, the session will explore:

  • what defines high performance stewardship;
  • making stewardship an integral part of advancement strategy;
  • managing stewardship across multiple stakeholders and partners;
  • fostering a culture of collaboration;
  • shaping stewardship programs that drive high performance. 

 Session 1 | 10:55 - 11:55 pm

 1A: How to Build a Comprehensive Stewardship Program (Without Losing Your Mind)
Michelle Waller, Associate Director, Stewardship and Donor Relations, SickKids Foundation

No matter what the starting point, the development of a comprehensive stewardship platform for any Foundation takes communication, creativity, patience, perseverance and a cultural shift. The end result is a culture of gratitude and stewardship takes its place at the forefront of all donor interactions. In this interactive session, you will learn how SickKids created their stewardship program, how they responded to challenges along the way, and where they are, one year later.

Michelle Waller, Associate Director, Stewardship and Donor Relations at SickKids, will share samples, stories and standards that helped to successfully build their program. Join us as we explore the world of stewardship and share tips and tricks to create a strong stewardship infrastructure.

Learning Outcomes:

1. Participants will gain knowledge and receive tools to jump-start the development of a comprehensive stewardship program.

2. Participants will learn how to prioritize stewardship projects and initiatives, while creating a mission-centric program.

3. Conversations about best practices and donor stories will be encouraged, to ensure everyone, including the presenters, learns something.


1B: Engaging and Collaborating with Corporate Partners
Christine Martysiewicz

Looking to grow and steward  your corporate partners? During this workshop Christine will share her own experiences regarding what has proven to be the key elements  to forming a successful, collaborative, long-standing corporate partnerships.  A great session to brainstorm with your peers and walk away with ideas you can implement within your own organization.

1C: Live Collaboration: An Interactive Session on Donor Stewardship
Anne Manner McLarty, President, Heurista, Co., Barnadsville, NC

Come on, let’s be audacious!  We’ll explore the notion of the BHAG (Big Hairy Audacious Goal), define individual and group aspirations for our development as stewardship professionals and make a mark on the future of our profession.  What are you doing now, what do you want to be doing and how will you make it happen?  Let’s explore collaboratively, get specific and hold one another to advancing the profession!

Session 2 | 1:15 - 2:15 pm


2A: The Power of Video Storytelling
Stephen Gardner, President/Executive Producer, Gardner Productions, Toronto

Through the power of strategic videos, my presentation will promote Culture of Collaboration through a step-by-step process of taking video stewardship to the next level in fundraising and marketing. Through the powerful images of authentic stories, powerful music, and strategic Q & A, the audiences watching videos truly relate to these videos on a very human level. The medium for power visual storytelling can be used in a variety of different mediums – the Internet, television, conferences, event fundraisers, and the cinema.

This presentation focuses on three main areas that enable emotional videos that will resonate with viewers:

1. The Art of Story Telling – This begins with creating an outline of objectives, key research, and the key personalities that will take part in the video – all with a powerful story to tell.

2. The Method of Operation – To every story there’s a beginning, a middle, and end with a call to action. This presentation will take you through that process.

3. Best Practices and Overall Goal – Setting a goal at during this process is the utmost importance. Is it a financial goal? Is it a content goal? This presentation will take you through some very powerful case studies that we worked on with the projects that had had financial campaign goals of reaching 500 million, and ended up raising over a billion dollars after the videos were launched and presented.

If you are looking to up the ante in fundraising, or are looking at new and innovative ways of authentic marketing, join me to present the elements of smart and strategic video production.

2B: Impacting Positive Relationships with Raiser's Edge
Jeff Gignac, Chief Solution Architect, JMG Solutions

Raiser's Edge is the most popular fundraising database in the world because of its power to be a relational system both with its information tracking and how you can use it. Are you making the best use for your donor relation tasks? Are you taking advantage of the 6 degrees of Raiser's Edge? Are all your moves and interactions being tracked accurately?

Learn how tapping into the power of your information through the use of dashboards and reports to give you the details you need to manage your relationships and line up better asking strategies.

During this session attendees will learn the following:

1. Best practices for tracking relationships,

2. Leading standards in dashboard and reporting,

3. Ensuring Actions and Actions tracks support what steps were made and what ones should happen next,

4. Hear about some tips and tricks based on years of best practice and what works beyond theory from a leading expert.

2C: Ten Things I Love About Stew(ardship)
Speaker: Ayesha Mayan, Director, Annual Giving, McGill University Advancement

Stewardship is a collaborative effort, one that involves stakeholders from across development shops and institutions. Given the broad range of perspectives and players involved in stewardship, it is no surprise that there are many, many ways to integrate stewardship into your institutional culture, and to build a program that will boost retention and inspire upgrades. In this session, we share tips, tricks, and what we have learned in building our stewardship  program at McGill, from the perspective of a fundraising team. Join us for a top 10 countdown of things to consider – along with case studies – when assessing and developing your stewardship strategies. This session is an open discussion – bring your ideas and questions!

Session 3 | 2:30 - 3:30 pm


3A: Internal Champions: How to Engage Internally for External Successes
Jessica Veitch, Donor Relations and Stewardship Officer, Mount Sinai Hospital Foundation
Marian Johnson, Manager, Donor Relations and Stewardship, Baycrest Foundation

Style: Seminar w/ Case Studies & Q&A

We all know the importance of stewarding the relationships with our donors and volunteers. However, some of the most important relationships we have are those internal stakeholders and support staff. Without their help and support, the task of fundraising and delighting our donors becomes very challenging.

This session will demonstrate why developing and nurturing these relationships is so important, and give examples of what can happen when everybody feels engaged in and a part of the fundraising goals.

3B: Collaborating with Donors
Cam Shapansky, CEO, BlueNorth

Are we telling donors what we want them to know or what they want to know? This session will focus on how to make donor relationships two-way. 

3C: Customized Stewardship Strategies for Your Top Donors
Susan Rankin, Director, Stewardship & Donor Relations, University Advancement, McMaster University

Regardless of what you call them - uber donors, principal donors - you know who they are. The size of their gift or the way their gift has transformed your organization sets them apart.  How do you engage your organization's most generous donors? What unique strategies can you use to thank, recognize and engage these donors for the long term? In this session, Susan will share stewardship strategies for your top donors. Bring your own examples to share with the group!
 

Afternoon Plenary | Panel Disccusion on Donor Relations Best Practices

2:15 - 3:30 PM

 

 

Moderator: Jessica Veitch

Jessica Veitch is the Manager, Donor Recognition at Sinai Health Foundation in Toronto. She has spent the last decade translating and growing her skills and knowledge from a variety of industries to her career in donor relations. Working in community and healthcare organizations, her roles have included policy and standards development, implementing and executing donor relations and stewardship practices for all levels and streams of donors, and specializing in donor recognition and capital projects.

Most recently, she has managed the redevelopment of comprehensive recognition systems and standards for a complex multi-site healthcare organization—including strategic development, design and launch of a digital donor wall, unique to North America in size and complexity—and is currently rolling it out system-wide. Relationship building and creative problem-solving allow Jessica to routinely exceed donor expectations, while maintaining the integrity and mission of the organization.

Jessica previously studied photography and jazz performance, and in 2016 she received a certificate in Design Management and award in Project Management from Ryerson University. Joining ADRP in 2008, she has been a member of the Board of Directors since 2016.
 

Panelist: Richard Howe

Richard, during the 26 years of operation of his firm Presidential Environment Inc., has consistently been an AFP member and Congress vendor. Presidential, under Richards leadership, has been involved in a wide diversity of Canadian fundraising campaigns, and produced recognition to acknowledge some of the country's largest single philanthropic gifts.

With a BA, Honours from the University of Toronto and a Certificate in Construction Planning and Scheduling from Seneca College, Richard has served as Richard, during the 26 years of operation of his firm Presidential Environment Inc., has consistently been an AFP member and Congress vendor. Presidential, under Richards leadership, has been involved in a wide diversity of Canadian fundraising campaigns, and produced recognition to acknowledge some of the country's largest single philanthropic gifts.

 
 

Panelist: Caroline van Nostrand

A passionate fundraising professional actively engaged in the field for 23 years, Caroline has worked in a variety of sectors, leading teams in raising a cumulative $53+ million dollars in support of well-known healthcare, education and social service causes. Recently she struck out on her own, to launch van Nostrand Fundraising, an independent consultancy providing fundraising counsel and leadership to not for profits.

While working in a large hospital environment, as well as overseeing an education institution's capital campaign, Caroline oversaw all recognition management and services to acknowledge donors to multi-million dollar campaigns, as well as supporters of consequent capital, major and intermediate giving initiatives. An active volunteer for close to 30 years, Caroline contributes regularly to fundraising, community building and other initiatives at her community church, children's school, and various other organizations close to her heart and family.
 

Panelist: Malika McCray

Malika McCray is Associate Director of Stewardship at the Union of Concerned Scientists. Prior to her role in Stewardship, Malika served as a UCS Development Officer; first overseeing UCS's mid-level giving program and then as a Major Gift Officer during a key period of organizational growth. Prior to joining UCS, Malika was Director of Development for a social justice organization. Malika has a Master's Degree from Tufts University where she studied twentieth century movements for social change.
 

Panelist: Marian Johnson

Marian Johnson is the Manager of Stewardship and Donor Engagement at Women's College Hospital Foundation in Toronto, where she is responsible for designing multi-year, multi-tier strategies and programs to engage donors and sustain positive and mutually-rewarding relationships with donors, while exercising values of integrity and authenticity. Marian has worked in the non-profit sector for over a decade, with the majority of those years spent at multiple Toronto-area hospitals, including CAMH, Sunnybrook and Baycrest.

Marian has a BA in Sociology from McMaster University and achieved a certificate in Non-profit & Voluntary Sector Management from the R. Chang School of Continuing Studies at Ryerson University in 2010. She has completed the Canadian Association of Gift Planner's Original Gift

Planning Course, the Harvard ManageMentor Development Series and the LEADS in a Caring Environment Learning Series.

Marian lives in midtown Toronto and enjoys cooking and entertaining - especially with good wine, all things arts and culture - especially opera, ballet and her book club, and spending time with her extended network of family and friends.

 
 
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