Advanced Fundraising

Sponsored by:

Corporate and Foundation Giving

Building a Robust In-Kind Gift Program: A Case Study of New York Needs You
New York Needs You has built creative and solid partnerships with corporate donors using in-kind support to create, bolster and sustain funding relationships. Youll Learn: How to identify potential in-kind opportunities within your organization How to handle in-kind opportunities offered by donors How to develop holistic and flexible partnerships with corporations that involve multiple layers of support Speakers: Edith Hunt, Advisory Director, Chief Diversity Officer, Goldman Sachs; Lindsey Nelsen, Director, College Relations, Macys Inc; Anita Fee Willis, Vice President of Strategic Partnerships, New York Needs You; Jeffrey Zurofsky, President and CEO, wichcraft, Riverpark, and Riverpark Farm; Moderator: Venessa Mendenhall, Associate Vice President of Philanthropy, Big Brothers Big Sisters of America

Direct Response

Sponsored by:

Fundamentals
Building an Event: Nuts and Bolts

Sponsored by:

Major Gifts
15 Things You Absolutely Must Know

Sponsored by:

Research
Keeping Up With the (Paul Tudor) Joneses: A Hedge Fund Industry Update
This session will cover the most significant factors currently affecting the hedge fund industry, including the regulatory climate and strategic trends. We will also look at helpful resources for assessing the wealth of hedge fund industry prospects. This session is intended for an audience that is familiar with at least the basics of alternative investments. Youll learn to: Understand the current and impending legal framework regarding filings and transparency Assess strategic trends in the industry Gauge the impact of these developments on hedge fund executives income and philanthropy Speakers: Rich Horne, Assistant Director, Research, Yale University Office of Development; Michael Regan, Senior Research Analyst, Yale University Office of Development

Small Budget Organizations

All In The Timing: Creating A Plan For Your Small Shop
In small shops, getting the most out of our time and knowing where best to spend it is vital to the organizational success. With limited staff and budget, how do we allocate our time among individual giving, foundation giving, special events, etc? In this presentation youll hear from fundraising professionals about their approach to the fiscal year and how they create a successful annual plan. Youll Learn: Strategies for budgeting your time. Tips for determining the grants that are worth the ask Ideas for special events that keep costs down and profits up Speakers: Laura Newman, Director of Development, Westchester Jewish Community Services; Grace Ferri, Vice President of Development & Marketing, United Hebrew of New Rochelle; Moderator: Edward Griffin, Alumni Relations Manager, Trinity School

Special Events
Building an Event: Nuts and Bolts

Sponsored by:

Web, Tech and Social Media

Sponsored by:

Workshops
Brandraise to Fundraise: Build Your House Before You Throw a Party
Can branding help your fundraising? This session will show how effective brandraising will help you spend less time reinventing and more time reinforcing the right messages so your prospects are more likely to understand what you do and why you do it. Youll learn how an effective brand can make it easier to create compelling fundraising campaigns that do more with less. Youll Learn: How building a solid communications foundation will benefit your organizations future fundraising campaigns How to use positioning and personality to help keep all your work on track Learn how to speak with a unified organizational voice across all channels, in all tools Speaker: Sarah Durham, Principal and Founder, Big Duck

Partners in Your Success

We wish to thank the following sponsors for their support of our chapter and their participation in Fundraising Day in New York.
Direct Mail/ Cross-Media Marketing Partner Quality Letter Service, Inc. CRM System Partner AVECTRA FRDNY Print Partners Action Graphics, Inc. McVicker & Higginbotham, Inc. Pacesetter Sponsors Abigail Kirsch Culinary Relationships/PIER SIXTY Donor Drive by Global Cloud NYU Heyman Center for Philanthropy and Fundraising Projects Plus, Inc. Contributing Plus Sponsors CCS Jacobson Consulting Applications, Inc. Contributing Sponsors Special Events Unlimited, Inc. FRDNY Mail Service Sponsors CELCO The Fidelis Group Friend Plus Sponsors Elizabeth Rose Consulting, LLC Friend Sponsor DRG, Inc. Hartley Consulting, Inc. Holman Consulting Marilyn Hoyt, Consultant Prasad Consulting & Research Media Partner Plus The Chronicle of Philanthropy Media Partners Fundraising Success The NonProfit Times FRDNY Photographer Stephanie Badini Photography *as of February 18, 2013

Hedge Funds? Private Equity? Leveraged Buy-outs? Unlocking the Mystery of Wall Street: Financial Literacy for Fundraisers

30 Ideas in 60 Minutes: Your Hour of Creative Power

In a tough economy you need to make all of your fundraising solicitations top notch. What strategies can you employ to ensure that your messages cut through the clutter and stand above the rest? Listen to three industry experts share their best direct response and online fundraising ideas. Youll Learn To: Improve results through creative design techniques Write effective copy that will inspire people to give Upgrade your donors to maximize their value Speakers: Jenny Allen, Principal, Senior Vice President, Chapman Cubine Adams Hussey; Valerie Kagan, President, VK Direct, Inc.; Steve Maggio, President, Chief Creative Officer, DaVinci Direct; Moderator: Amy Tripi, President, Tripi Consulting

Fact vs. Fiction: Whats New Online that Really Works?

With all the buzz about Twitter, Pinterest, Facebook Advertising and new web techniques, how do you separate fact from fiction and apply your online budget most effectively? In this session you will learn which new technologies and techniques are really working online for nonprofit fundraisers and gain practical suggestions for tapping the power of the newest and latest to meet your goals and build relationships. Youll Learn: The latest online fundraising tools and techniques The optimal way to allocate online resources and budgets How to integrate these channels with other annual fundraising efforts Speaker: Danielle Brigida, Senior Manager of Social Strategy and Integration, National Wildlife Federation

8:45 AM 10:00 AM

Join us for an entertaining and informative session on financial literacy as it applies to the nonprofit sector. Speakers will explain financial concepts and terms to make you a more effective researcher, forecaster and fundraiser. This session provides fundraisers with the knowledge they need to interact with and solicit financial professionals. Youll Learn: The difference between Hedge Funds, Mutual Funds, Private Equity Answers to the questions: What is a Wall Street Firm? What is the role of the Fed? What are the Capital Markets? What is an Investment Banker? Speakers: Greg Muth, Private Investor, Adjunct Faculty, Columbia University; Dan OConnell, Daniel OConnell, CPA; Doug White, Adjunct Faculty, Columbia University; Moderator: Arik Thormahlen, Associate Director of Development, The Friedman Brain Institute and Brookdale Department of Geriatrics and Palliative Medicine, Mount Sinai Medical Center

Planning an event can seem mind-boggling: Where should we have it? How much money can we raise? Do we serve beef or chicken? Our events experts will tackle these questions and more, equipping you with the nuts and bolts you need to build a successful event. Youll Learn: The basics of event planning, including fundraising and logistics How to create an event that achieves your goals, excites your board and donors, and advances your mission What our experts have learned through both mistakes and successes Speakers: Toby Boshak, Executive Director, Princess Grace Foundation USA; JoAnne Kaplan, Senior Manager of Development, YAI Network; Cynthia Ramirez, Associate Director, Special Events and Community Partnerships, Susan G. Komen for the Cure Joint with Special Events Track

How do you actually succeed at raising significant funds? This session will explore the principles of creating a successful major gifts program by adapting them to your organizations structure and culture, offer creative ways to cultivate major gift prospects, and share lessons learned from frontline fundraisers. Youll Learn: Critical components of a major gift program How to manage process, staff and work flow Elements of successful and failed solicitations Speakers: Richard Brown, Visiting Clinical Professor, George H. Heyman Center for Philanthropy and Fundraising, New York University; Nina Diefenbach, Vice President, Development and Membership, Metropolitan Museum of Art; William Goodloe, President & CEO, Sponsors for Educational Opportunity; Moderator: Linda C. Hartley, President, Hartley Consulting, Inc.

Planning an event can seem mind-boggling: Where should we have it? How much money can we raise? Do we serve beef or chicken? Our events experts will tackle these questions and more, equipping you with the nuts and bolts you need to build a successful event. Youll Learn: The basics of event planning, including fundraising and logistics How to create an event that achieves your goals, excites your board and donors, and advances your mission What our experts have learned through both mistakes and successes Speakers: Toby Boshak, Executive Director, Princess Grace Foundation USA; JoAnne Kaplan, Senior Manager of Development, YAI Network; Cynthia Ramirez, Associate Director, Special Events and Community Partnerships, Susan G. Komen for the Cure Joint with Fundamentals Track

Strategies for Every Stage of Your Fundraising Career

Whether youre just starting out, making the jump to a managerial role, or contemplating moving to a consultancy, there are many strategies and approaches fundraisers can take to get where they want to go next. Panelists in this session will address a host of issues and provide valuable insight to help you through any transition. Youll Learn: How to know when its the right time to make a career move How to avoid the most common interview mistakes Why the war for talent is one of the best kept secrets Speakers: Mark I. Kalish, CFRE, President, Kalish & Associates, Inc.; Jan Mittan, Vice President, Development, Communications & Marketing, St. Marys Healthcare System for Children; Bill Weber, CEO, Development Guild; Moderator: Patrick OConnell, Senior Major Gifts Officer, WNET

Real Time Grantmaking

Observe grantmaking in action! An expert panel of real-world funders will review and discuss proposals, and make grant decisions - all in real time! FRDNY registrants are eligible to apply in advance for a grant to be awarded during this session. Suitable for nonprofit leaders of all levels. Youll Learn: Various approaches funders take when reviewing proposals Red flags funders notice in applications The importance of communicating your impact as well as activities Speakers: Jacqueline Ebanks, Vice President of Programs, The New York Womens Foundation, Inc.; Yancy R. Garrido, Senior Program Officer, The Clark Foundation; Patricia Swann, Senior Program Officer, The New York Community Trust; Deborah Thompson Velazquez, Senior Program Officer, Altman Foundation; Moderator: JuWon Choi, Director of Learning, The Association of Junior Leagues International, Inc. (This session will consider grant requests made in advance of the conference. To submit a grant request, visit frdny.org. Deadline is April 15.)

Accountability, Compliance and Transparency: Best Practices for Todays Nonprofit

Today, it is more critical than ever that your nonprofit does the right thing with charity watchdogs, the states attorneys general, and your donors. Hear from top industry leaders how to ensure best practices with state registration, ratings by the charity watchdogs, and a host of sticky issues from matching gifts to telemarketing to symbolic gifts. Youll Learn To: Follow best practices for gift receipting and honoring donor intent Maximize your accountability to your donors Showcase your watchdog ratings on- and off-line Speakers: Seth Perlman, Senior Partner, Perlman and Perlman; Art Taylor, President & CEO, BBB Wise Giving Alliance; Erika Kloehn, AVP Fundraising Support, Save the Children; Moderator: Lisa Maska, CFRE, Partner, Lautman Maska Neill & Company

Finding Donors, Keeping Donors: The Who, When and How of Acquisition and Retention
How does an organization acquire donors and successfully keep them? This session will review and examine the variety of methods fundraisers use to target and connect with potential donors from mail, email, events and telemarketing to Facebook, Twitter, Text-to-Pledge and YouTube. It will also explore how to keep donors engaged and encourage donor loyalty. Youll Learn: How to tailor your donor outreach to target audiences How to determine when and how often to solicit potential donors How to identify donors with the capacity to increase their giving Speakers: Daniel Blakemore, Assistant Director, Individual Giving, International House; Daniel Buckley, Division Director, eRevenue, Eastern Division, American Cancer Society; Allen Rosso, Executive Director, Columbia College Fund; Jake Strang, Associate Director, Annual Fund Programs, Columbia University

Next Steps: Identifying and Cultivating New Major Donors

Some of us find major donors within our own constituencies. And some of us must make our major donor friends one-by-one. How does major gift prospect identification and cultivation differ between these two kinds of nonprofits? How can you scale your efforts within the realities of staff and volunteer time available? Whats working now? Youll Learn: How to identify major gifts prospects based on the kind of nonprofit you work for Scalable cultivation techniques that can be used within the time available for major gifts work in your shop How to transfer a donor relationship from the introducing individual to the nonprofit organization Speakers: Lee Briccetti, Executive Director, Poets House; Robin Merle, CFRE, Vice President & Chief Development Officer, Hospital for Special Surgery; Ben Neihart, Director, Development Research & Special Projects, Hospital for Special Surgery; Margo Viscusi, Consultant Moderator: Marilyn Hoyt, Consultant

Are The Best Things Online Free? Resources to Identify and Profile Prospects
Do you need more information on a prospect you are going to visit? Whom among your core constituents might you target for a major gift? Do you know how to prioritize your prospect pool? Whether you are fundraising for a small or large organization, this session is for you. During the workshop, we will access real websites to find out information about a living corporate leader who is also a foundation officer and major donor. Youll Learn: How prospect research can help your organization to maximize donor potential What constitutes good research Which online tools are worth the money Speaker: Poonam Prasad, Founder and President, Prasad Consulting and Research Joint with Workshops and Small Budget Organizations Tracks

Are The Best Things Online Free? Resources to Identify and Profile Prospects
Do you need more information on a prospect you are going to visit? Whom among your core constituents might you target for a major gift? Do you know how to prioritize your prospect pool? Whether you are fundraising for a small or large organization, this session is for you. During the workshop, we will access real websites to find out information about a living corporate leader who is also a foundation officer and major donor. Youll Learn: How prospect research can help your organization to maximize donor potential What constitutes good research Which online tools are worth the money Speaker: Poonam Prasad, Founder and President, Prasad Consulting and Research Joint with Research & Workshop Tracks

Marketing Your Mission

Everyone has heard this: I had a great time at this event last week, but I have no idea what the organization does! Learn how to incorporate your mission into your event so that when guests leave, they know what you do and they want to help you accomplish it. Youll Learn: Creative and unique ways to incorporate your mission into your event Effective ways to leverage your mission to increase revenue, both at and after the event The importance of a philosophy of how much the mission should be incorporated into each event Speakers: Sunil Oommen, Director of Development, A Better Chance; Diana Roggemann, Director of Development, National Committee on U.S.-China Relations; Rhonda Zapatka, Senior Director, Individual Giving, Trickle Up

Acquisition in Tough Times: Finding New Donors Without Breaking the Bank
The title says it all! This session will cover techniques to find new online donors through various online and offline channels. In these challenging financial times, it is especially important for nonprofits to expand their donor base economically. Get firsthand insight from an industry leader on tailoring your online strategy to target the best prospects and how to engage them for superior results. Youll Learn: Tips for targeting the highest quality prospects and turning them into long-term supporters Communication strategies for acquiring and retaining new donors through regular engagement The latest online tools and tactics for tracking and improving performance of online acquisition Speaker: Randy Paynter, CEO, Care 2

Are The Best Things Online Free? Resources to Identify and Profile Prospects.
Do you need more information on a prospect you are going to visit? Whom among your core constituents might you target for a major gift? Do you know how to prioritize your prospect pool? Whether you are fundraising for a small or large organization, this session is for you. During the workshop, we will access real websites to find out information about a living corporate leader who is also a foundation officer and major donor. Youll Learn: How prospect research can help your organization to maximize donor potential What constitutes good research Which online tools are worth the money Speaker: Poonam Prasad, Founder and President, Prasad Consulting and Research Joint with Research and Small Budget Organizations Tracks

CPS Events at The Plaza/ Great Performances Patron Sponsors Blackbaud Columbia University

10:45 AM 12:00 PM

Interested in sponsorship? Contact Emily Brochstein at ebrochstein@kellencompany.com or call 212.582.8565.

Network All Day in the SolutionsCenter

To make our events successful, our systems work, and our programs effective, we often need to create teams outside the office. The companies exhibiting in the SolutionsCenter are on the front lines of fundraising every day, helping nonprofits maximize their potential. Visit the SolutionsCenter any time during the day to network, brainstorm, and find the resources for your unique fundraising needs.
Abigail Kirsch Culinary Relationships/PIER SIXTY Action Graphics, Inc. AFP, New York City Chapter AFP International AVECTRA BidPal, Inc. Big Duck Blackbaud Carrie Chatterson Studio CCS The Chronicle of Philanthropy Clearview CRM from Softrek Corporation Columbia University, Master of Science in Fundraising Management CPS Events at the Plaza/Great Performances Crescendo Interactive Curran & Connors DonorDrive by Global Cloud DonorPerfect/SofterWare Donorwall Design Group The Execu/Search Group Faircom New York, Inc. The Fedelis Group FundRaising Success The Graduate School at Bay Path College iWave Information Systems IATS Payments Jacobson Consulting Applications, Inc. McVicker & Higginbotham, Inc. New York Marriott Marquis The NonProfit Times North Park University School of Business & Nonprofit Management NYU, Heyman Center for Philanthropy and Fundraising Projects Plus, Inc. Quality Letter Service, Inc. Ruotolo Associates, Inc. SankyNet Special Events Unlimited, Inc. Staffing Boutique Stephanie Badini Photography Telosa Software Thompson Wall Consulting, LLC Tony Martignetti Nonprofit Radio Women in Development

30 Ideas in 60 Minutes: Maximizing the Relationship Between the CDO and the CEO

Cause Marketing 101: Developing Meaningful Corporate Partnerships

Cause-related marketing has exploded in recent years even though it is a relatively young concept. No doubt that it can be beneficial for many nonprofits and causes. The challenge is to understand it better and head off negative consequences. Come and hear how some partnerships started and how they made it work from both nonprofit and corporate perspectives. Youll Learn: Whether cause marketing is a good fit for your organization What corporations are seeking from their nonprofit partners Six types of corporate social initiatives your group could get involved with Speakers: Icema Gibbs, Director, Corporate Social Responsibility, JetBlue Airways; Muneer Panjwani, Business Development Manager, DoSomething.org; Ralph Reid, Vice President, Corporate Social Responsibility, Sprint; Moderator: David Hessekiel, President, Cause Marketing Forum Joint with Fundamentals Track

Gifts that Keep on Giving: The Power of Monthly Giving

Are you leaving money on the table? If you havent implemented a comprehensive monthly giving program at your organization or if you simply need to breathe new life into your current program the answer is yes! Monthly giving is one of the most cost-effective ways to raise more money from current donors, provide a steady, ongoing stream of reliable funding, and develop strong prospects for planned giving. Youll Learn: Why monthly giving is more than just another way to pay Best practices for an effective sustainer program An easy way to convince your boss to invest in monthly giving Speakers: Valerie Arganbright, Partner and Co-Founder, Appleby Arganbright LLC; Sarah Birnie, Deputy Director, Partners & Canvass Programs, Human Rights Campaign; Moderator: Giselle Holloway, Director, Direct Response, International Rescue Committee

Cause Marketing 101: Developing Meaningful Corporate Partnerships

Cause-related marketing has exploded in recent years even though it is a relatively young concept. No doubt that it can be beneficial for many nonprofits and causes. The challenge is to understand it better and head off negative consequences. Come and hear how some partnerships started and how they made it work from both nonprofit and corporate perspectives. Youll Learn: Whether cause marketing is a good fit for your organization What corporations are seeking from their nonprofit partners Six types of corporate social initiatives your group could get involved with Speakers: Icema Gibbs, Director, Corporate Social Responsibility, JetBlue Airways; Muneer Panjwani, Business Development Manager, DoSomething.org; Ralph Reid, Vice President, Corporate Social Responsibility, Sprint; Moderator: David Hessekiel, President, Cause Marketing Forum Joint with Corporate and Foundation Giving Track

30 Ideas in 60 Minutes: Maximizing the Relationship Between the CDO and the CEO
The relationship between the Chief Development Officer and the Chief Executive Officer is critical to driving the mission, programs and development of any charity. Two officers of one of New York Citys leading institutions will discuss how they approach campaign solicitations, relationships with the Board of Trustees, special event fundraising, staff retention and hiring. Youll Learn: Techniques and strategies for improving solicitations by the CEO Methods to ensure each leader supports the other, as well as their Board and volunteers Strategies for motivating and retaining high-performing staff Speakers: Lisa Mantone, Vice President, Development, WNET; Neal Shapiro, President and Chief Executive Officer, WNET; Moderator: Sean OConnor, Associate, Development Guild, Development Guild/DDI Joint with Advanced Fundraising Track

The Real Wealth of New York City

New York City is home to some of the wealthiest people in the world. How do you find and understand their wealth? In this session, we will cover the complexities of NYC real estate including the co-op mysteries and define the lifestyles of these potential prospects. We will discuss the philanthropic and financial pressures of NYC wealth and how to present a strategic plan for fundraisers. Youll Learn: The ins and outs of real estate valuation in New York City Wealth indicators to look for beyond primary residence Fundraising strategies for New York City fundraisers Speakers: Amy Begg, Deputy Director of Research, Harvard University; Anne Brownlee, Director of Development Research, Harvard Medical School

Board Relations: Getting The Best Out of Your Trustees

Hear tips and stories from panelists on how they successfully worked with their board engaging, encouraging, training, and motivating them to action. Learn how to use their connections, contacts, or energy to assist with fundraising, events, and cultivation dinners/breakfasts. We will also explore board term limits and how to handle them. Youll Learn: Strategies to engage and train your board to assist in fundraising Tips for determining when its time for a board member to step down Ideas for how your board can help in cultivation, events, logistics Speakers: Paula Barbag, MBA, CFRE, Founder and President, Consulting For A Cause; Holly A. Bellows, Chief Development Officer, Helen Keller Services for the Blind; Allison Chernow, Director of External Affairs, The Bronx Museum of the Arts; Lynn Honeysett, Executive Director, Pelham Art Center; Moderator: Terry Billie, Director, Corporate & Foundation Relations, Goodwill Industries of NY and NJ

Solving the Event Leadership Puzzle

Event leadership comes in many forms: honorees, sponsors, chairs, hosts, fundraising and planning committees. Solve the fundraising puzzle by placing these pieces in a way that works for your event, your goals, and your organization. Youll Learn: Various models of leadership and the benefits and drawbacks each offers How to craft an effective leadership structure based on fundraising goals and expectations What role your board can play, both as leaders themselves and in securing leaders from their networks Speakers: Sheila Kelly, Vice President, Development, The Michael J. Fox Foundation for Parkinsons Research; Wendy Kleinman, President, WK Planning, Ltd.; Pamela Mohr, Executive Director, FACES at NYU Langone Medical Center

Measuring the Networked Nonprofit

Social media and digital tools have brought about a new direction in nonprofit communications. Gone are the days of engagement being a one-way street. Beth Kanter, co-author of Measuring the Networked Nonprofit, will address the growing role of relationship-building and open dialogue in driving change. Openness is the future. This session will give you the knowledge to put your organization at the forefront. Youll Learn: How to use social media to build a community around your cause Ways to foster relationships as an inexpensive means to donor loyalty Ideas for cultivating a culture of sharing to raise awareness and attract new supporters Speaker: Beth Kanter, Master Trainer, Blogger, Speaker, Author

Social Media 2.0

Get the big social media fundraising picture in this comprehensive and hands-on workshop from two seasoned practitioners wholl show you what works and what doesnt in social media/emerging media for nonprofits and foundations. Theyll also cover new trends in crowdfunding, pitfalls to avoid, and whats next and what matters in digital giving. Covers all levels from basic to intermediate. Youll Learn: The right crowdfunding platform and project for your nonprofit The best digital tools for nonprofits What works, what doesnt in social fundraising Speakers: Liz Ngonzi, Technology Faculty, NYU Heyman Center for Philanthropy and Fundraising; Marcia Stepanek, New Media Faculty, NYU Heyman Center for Philanthropy and Fundraising

2:00 PM 3:15 PM

The relationship between the Chief Development Officer and the Chief Executive Officer is critical to driving the mission, programs and development of any charity. Two officers of one of New York Citys leading institutions will discuss how they approach campaign solicitations, relationships with the Board of Trustees, special event fundraising, staff retention and hiring. Youll Learn: Techniques and strategies for improving solicitations by the CEO Methods to ensure each leader supports the other, as well as their Board and volunteers Strategies for motivating and retaining high-performing staff Speakers: Lisa Mantone, Vice President, Development, WNET; Neal Shapiro, President and Chief Executive Officer, WNET; Moderator: Sean OConnor, Associate, Development Guild, Development Guild/DDI Joint with Major Gifts Track

Raising Growth Capital: The New Language of Leveraged Philanthropy

Venture philanthropists have developed a new language to convey ways to think about and invest in nonprofits, partnering more with business leaders and policy makers, and increasing effectiveness of both capital and talent all with the aim of creating greater and lasting social change. Youll Learn: How nonprofits are using the language of venture philanthropy to generate greater support How the equity investors mindset is being applied to affect greater social change How historic precedents in philanthropy inform the attitudes of todays wealthy Speaker: Robert F. Dalzell, Jr, Emeritus Professor of American Culture, Williams College; Robert Frank, CNBC reporter and editor, author of Richistan; Charles Harris, Portfolio Manager and Director of Capital Aggregation, Edna McConnell Clark Foundation; Moderator: Stacy Palmer, Editor, The Chronicle of Philanthropy Joint with Major Gifts & Research Tracks

One-on-One with Bradford Smith: Bradford Smith, President, The Foundation Center
Bradford Smith is a thought-leader in the arena of foundation philanthropy. Join us as he provides a birds-eye view of the trends and forces that are shaping how foundations give, what they are supporting, and how the field of foundation philanthropy may be shifting with changing times. Mr. Smith will share the latest trend information compiled by The Foundation Centers team and interpret how it will impact our work and our results in the years to come. Youll Learn: Emerging strategies and approaches to grantmaking Current trends in foundation giving that may impact your results Best practices in approaching foundations in changing times Speaker: Bradford Smith, President, The Foundation Center; Moderator: John Hicks, CFRE, President, JC Geever, Inc.

Rapid Fire: Tips and Trends on Web, Tech and Social Media
In this fast moving session on Web, Tech and Social Media, a panel of experts will provide bite size tips, giving you practical and applicable ideas for improving your online, social media and mobile fundraising campaigns. Youll come away with snapshots of the fresh techniques and tools that are proving successful for other organizations. You will also have the chance to ask the experts for advice on your specific issues. Youll Learn: The latest techniques in online fundraising that are proving successful for nonprofits Fresh ideas for harnessing the power of social media and mobile communications What new tech developments are on the horizon Speakers: Carla Perlowin Chadwick, Director of Digital Fundraising, Covenant House; Dave Onate, Online Communications and Marketing Manager, African Wildlife Foundation; Tricia Reyes, Associate Director of Mid-Level and Digital Fundraising, Consumer Reports; Moderator: Paul Habig, Executive Vice President, SankyNet Joint with Web, Tech, Social Media Track

Foundation Fundamentals
Foundation support accounts for a significant percentage of revenue for organizations, but seeking and keeping! these critical dollars is no easy task. Come hear a prestigious foundation and one of their grantees talk about the ins and outs of foundation giving and what you need to know to build a successful partnership. Youll Learn: How foundations function and how they choose the organizations they fund How to identify foundations that support your organizations mission The basics of a strong proposal Speakers: Elizabeth McMahon, Executive Director of Development, Institutional Relations, The Mount Sinai Medical Center; Christopher Percopo, Grants Manager, The Leona M. and Harry B. Helmsley Charitable Trust

Raising Growth Capital: The New Language of Leveraged Philanthropy

Venture philanthropists have developed a new language to convey ways to think about and invest in nonprofits, partnering more with business leaders and policy makers, and increasing effectiveness of both capital and talent all with the aim of creating greater and lasting social change. Youll Learn: How nonprofits are using the language of venture philanthropy to generate greater support How the equity investors mindset is being applied to affect greater social change How historic precedents in philanthropy inform the attitudes of todays wealthy Speakers: Robert F. Dalzell, Jr, Emeritus Professor of American Culture, Williams College; Robert Frank, CNBC reporter and editor, author of Richistan; Charles Harris, Portfolio Manager and Director of Capital Aggregation, Edna McConnell Clark Foundation; Moderator: Stacy Palmer, Editor, The Chronicle of Philanthropy Joint with Advanced Fundraising and Research Tracks

Raising Growth Capital: The New Language of Leveraged Philanthropy

Venture philanthropists have developed a new language to convey ways to think about and invest in nonprofits, partnering more with business leaders and policy makers, and increasing effectiveness of both capital and talent all with the aim of creating greater and lasting social change. Youll Learn: How nonprofits are using the language of venture philanthropy to generate greater support How the equity investors mindset is being applied to affect greater social change How historic precedents in philanthropy inform the attitudes of todays wealthy Speakers: Robert F. Dalzell, Jr, Emeritus Professor of American Culture, Williams College; Robert Frank, CNBC reporter and editor, author of Richistan; Charles Harris, Portfolio Manager and Director of Capital Aggregation, Edna McConnell Clark Foundation; Moderator: Stacy Palmer, Editor, The Chronicle of Philanthropy Joint with Advanced Fundraising & Major Gifts Tracks

Small Shops, Big Gifts: Building A Major Gifts Program

A strong major gifts program is a key component to fundraising success in any organization. While planning events and writing grants is all in a days work, its also crucial for small shops to spend time identifying, cultivating, and stewarding major gift prospects. Whether youre beginning a major gifts program or taking your program to the next level, this session will help you reach your goals. Youll Learn: Strategies for identifying and stewarding major donors How to develop and implement a cultivation plan Key steps to soliciting leadership gifts Speakers: Amy Eisenstein, CFRE, Author, Consultant, & Coach, Tri Point Fundraising; Connie Sopic, Director of Advancement, Village Community School; Moderator: Edward Griffin, Alumni Relations Manager, Trinity School

Improving Your Bottom Line with Technology

Hear about current event technology options, not from salespeople but from users themselves event planners. Theyll share their thoughts on what works, what doesnt, and what you should be signing up for right now. On-site fundraising, auction bidding, guest registration, seating, online and video journals well cover it all! Youll Learn: Technology options for all events no matter the size, format, or fundraising goal What technologies offer the best avenues for increasing your event revenue, and which ones can help you in the office to be more efficient and cost-effective What objections are commonly raised by board, leadership, and guests and how to get them on board Speaker: Lucretia Gilbert, Director of Special Events, Breast Cancer Research Foundation; Liz King, CEO, Chief Event Specialist, Liz King Events

Rapid Fire: Tips and Trends on Web, Tech and Social Media
In this fast moving session on Web, Tech and Social Media, a panel of experts will provide bite size tips, giving you practical and applicable ideas for improving your online, social media and mobile fundraising campaigns. Youll come away with snapshots of the fresh techniques and tools that are proving successful for other organizations. You will also have the chance to ask the experts for advice on your specific issues. Youll Learn: The latest techniques in online fundraising that are proving successful for nonprofits Fresh ideas for harnessing the power of social media and mobile communications What new tech developments are on the horizon Speakers: Carla Perlowin Chadwick, Director of Digital Fundraising, Covenant House; Dave Onate, Online Communications and Marketing Manager, African Wildlife Foundation; Tricia Reyes, Associate Director of Mid-Level and Digital Fundraising, Consumer Reports; Moderator: Paul Habig, Executive Vice President, SankyNet Joint with Direct ResponseTrack

Making the Ask: Role Playing/Styles Session

By far, the most effective fundraising tool is the face-to-face ask. There are many ways to ask prospects to give to your cause. In this role-playing session led by two highly regarded professionals, youll have the opportunity to experiment with different styles of face-to-face asking. All levels are welcome. Youll Learn: How to approach a prospect for a solicitation meeting How to conduct a face-to-face ask How to overcome objections Speakers: Erin Dodd, Executive Director, The Fund for NYU; Aura Parks-Wise, Senior Major Gifts Officer, U.S. Fund for UNICEF

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Association of Fundraising Professionals New York City Chapter

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Keynote Speaker
Brian Lehrer
Brian Lehrer is host of The Brian Lehrer Show, WNYC Radios daily call-in program, covering politics and life, locally and globally. The show airs weekdays from 10am-noon on WNYC 93.9 FM, AM 820 and wnyc.org. The Brian Lehrer Show was recognized with a 2007 George Foster Peabody Award for Radio That Builds Community Rather Than Divides. Time Magazine has called Lehrers show New York Citys most thoughtful and informative talk show. The Daily News calls it cutting edge for its extreme interactivity and creative use of the internet. Guests range from politicians such as Barack Obama, Chris Christie, Michael Bloomberg, John McCain, Hillary Clinton and Cory Booker, to cultural figures such as Werner Herzog, Penn Jillette, David Lynch, DJ Spooky and Margaret Atwood, to astrophysicist Neil deGrasse Tyson, to New York City middle school students. Lehrer is also a commentator on local and national issues on television and in print. He has appeared on TV networks including CNN, MSNBC, Fox Newschannel, C-SPAN, ABC World News Now, and NY1. He has written op-ed pieces for publications including The New York Times, The Daily News, Newsday, The New York Sun and Slate.com. He also hosts a weekly television program on CUNY-TV, BrianLehrer.tv featuring issue-oriented web video. In addition to the Peabody, Lehrer has won numerous awards, including six Associated Press New York Broadcasters Best Interview Awards since 2000 and Best Talk Show by the Garden State Journalists Association in 2009 and 2011. Lehrer was a questioner in the 2006 televised campaign debates for U.S. Senate and Governor of New York, and in the televised New York City Mayoral Debates in 1997, 2001, 2005 and 2009. He has hosted his eponymous program, originally called On The Line, since its inception in 1989. Prior, he was an anchor and reporter for the NBC Radio Networks, and an award-winning author and documentary producer. Lehrer holds masters degrees in public health from Columbia University and journalism from Ohio State University and a bachelors in music and mass communications from the State University of New York at Albany.

Career Mentoring
Today is the perfect time to think about career advancement. Are you looking for a new position in the fundraising world? Or interested in discussing skill sets, education, career paths, or resume improvement? Sign up in advance for a private career mentoring session online at frdny.org, or email frdny@nycafp.org. Your private session is included in the conference registration fee.

FUNDRAISING DAY IN NEW YORK

FRDNY: Insight, Experience, Solutions
Every member of your development team, even board members, needs the invaluable insight of others in the field. New ideas. New perspectives. New sources. New solutions.

Fundamentals in Fundraising Certificate

A special curriculum (Fundamentals Track) for new fundraisers is a valuable tool for a solid understanding of our profession. Attendees of this track receive a Certificate in Fundraising if they attend all four sessions.

2013
FRDNY 2013 Committee
General Chair Donna J. Wall, CFRE* Vice Chairs, Program Marilyn Hoyt* Susan Shattuck* Vice Chairs, Operations Laurie Krotman* Trish Lambe* FRDNY Management Eileen Dengler* Exhibits Management Stuart Boysen, III, Ph.D.* Advanced Fundraising Patrick OConnell Arik Thorhmahlen Corporate and Foundation Giving John Hicks, CFRE JuWon Choi, Ed.D. Direct Response Giselle Holloway Amy Tripi Lisa Maska, CFRE Fundamentals Jorge De Jesus Caryn Teitelbaum Major Gifts Linda C. Hartley Patricia Caesar Research Poonam Prasad Bill Powers Special Events Susan Ulin Meredith Beitl Web, Tech & Social Media Paul Habig Steven G. Jacobson Small Budget Organizations Terry Billie Edward Griffin Workshops Samuel Ching McGrath Arrangements Pat DeSibio* Penny Stoil* Career Mentoring Joy Cooper Carmel G. Napolitano Marketing Anjula Carrier Bonnie Catena Barbara Eckstadt* Joseph W. Gomez Melissa Lee Sumana Maitra Amy Tripi Chelsea Whitaker Scholarships Maureen OConnor Marcia Brown Volunteer Staffing Brynn Merritt Matt Mahoney AFP NYC President Stephanie Thomas* AFP NYC Management Holly Koenig* Kellen Company AFP NYC Treasurer Steven G. Jacobson*

FUNDRAISING DAY IN NEW YORK

2013

NON-PROFIT ORG. U.S. POSTAGE S. Hackensack, NJ PERMIT NO. 79

PAID

Association of Fundraising Professionals | New York City Chapter 2667 Hyacinth Street | Westbury, NY 11590

Certified Fund Raising Executive (CFRE)

Fundraising Day in New York is an accredited program for certification and recertification as a CFRE.

Fundraising Day in New York delivers dynamic programming for fundraisers at all levels of experience and in all types of organizations.
Maurice Gurin Memorial Scholarships
The New York Chapter of AFP is committed to the education of fundraisers in the tri-state area. We have a limited number of Maurice Gurin Scholarships available for those from organizations with budgets under $1 million and limited development resources. For an application and guidelines, go to www.frdny.org or email frdny@nycafp.org. Applications are due May 10, 2013.

Fundraising Day in New York, the largest one-day fundraising event in the nation, is in your own backyard. It brings together nearly 2,000 professionals to share ideas, learn from each other, and discuss the challenges we are facing. Spend one day away from the office to rejuvenate your skills and knowledge base. Return with new ways to enliven your fundraising, celebrate and enhance excellence within your organization and improve your bottom line. From 7:30 am to 5:00 pm, join close to 2,000 of your colleagues for more than 50 different educational sessions, with 10 offerings at any one time; networking opportunities; more than 100 suppliers and vendors in our SolutionsCenter; and lunch with keynote speaker. All included in the registration price!

Americas Premier One-Day Conference on Philanthropy

Hotel Rooms at the Marriott Marquis 1535 Broadway, New York, NY 10036 A special room rate of $289 plus applicable taxes is available at the Marriott Marquis. Call 800.266.9432 or 212.398.1900 with the code FNY for reservations. This reduced rate is valid through 5/16/13 or while rooms are still available. Online reservations: https://resweb.passkey. com/go/FNYjun2013 All cancellation requests must be received in writing by mail or email Written cancellations received by 6/1/13 will be charged a $50 cancellation fee. All cancellations received after 6/1/13 will NOT be refunded. If you are interested in the following, visit www.frdny.org to: Register for Career Counseling/ Resume Review Sign up to be a Career Counselor Print out the Maurice Gurin Scholarship Application Real Time Grant application

For your records FRDNYs Tax ID# is 13-2998061

Fundraising Day in New York 2667 Hyacinth Street Westbury, NY 11590

New York Marriott Marquis, Broadway at 45th Street, New York, NY. Access into the hotel for those with disabilities is at the 45th Street entrance, just west of Broadway. If you have any special needs, please call 516.333.0681.

Tel: 516.333.0681 Fax: 516.333.0689 frdny@nycafp.org

NEW Small Budget Organization Sessions

The new Small Budget Organization Track is devoted to the unique needs of small development offices, with speakers themselves from successful small shops. They will talk about utilizing your time to identify where the money is and how to get it, free online resources to profile prospects, motivating your Board to action, and building a major gifts program.

FRDNY 2013 Schedule at a Glance

7:30 8:45 8:45 10:00 SolutionsCenter Open Network! First Session of Programs

June 7, 2013 New York Marriott Marquis New York City

Your registration fee will be the rate in effect when payment is received. If you experience difficulty, please call 516.333.0681.

CFRE

Onsite June 7

10:00 10:45 Break and Networking in the SolutionsCenter 10:45 Noon Second Session of Programs Noon 12:30 Networking in SolutionsCenter 12:30 1:45 2:00 3:15 3:15 4:00 4:00 5:00 Luncheon with Keynote Speaker Third Session of Programs Break and Networking in the SolutionsCenter Fourth Session of Programs

Our Sponsors and SolutionsCenter companies have valuable products and services

$475

$475 $460 $460 $460 Non-Member

for fundraisers. If you do not wish to receive email information from them, please check here.

Non-Member

Registration Fees (reflects per person rates)

May 16 June 6

$460

Real Time Grantmaking Session

The New York City Chapter of the Association of Fundraising Professionals invites nonprofit organizations to apply in advance for a grant to be awarded during a Real Time Grantmaking session at Fundraising Day in New York 2013, from 10:45 a.m. to 12:00 noon. Among the applications that meet the guidelines, three finalists will be selected for public review and discussion by an expert panel of real-world funders. At the end of the session, three grants in the amount of $5,000, $2,500, and $1,000, plus a scholarship to Columbia University Business School executive education program, will be awarded. Download the application requirements and guidelines at frdny.org. Applicants must be registered to attend FRDNY 2013 for their grant request to be considered. (Scholarships to Fundraising Day in New York are available. Go to frdny.org for more information.)
Deadline for grant application: 5:00pm EST, April 15, 2013 Submit questions and final application to: realtimegrantmaking.frdny@gmail.com

Name (as it will appear on your badge)

To Register online Or - mail or fax the form below

Check made payable to AFP NYC

Through March 31

* Executive Committee

Go to www.nycapf.org

State

$365

Interested in Exhibiting?
Email Stuart Boysen at stuboysen@earthlink.net or call 516.746.6700.

Organization

AFP Member

Address

Contact Emily Brochstein at ebrochstein@kellencompany.com or call 212.582.8565.

Email (required)

Interested in Sponsoring FRDNY 2013?

www.actiongraphicsnj.com

Group of 4 or more from the same organization

(membership status will be verified)

If youre in town for FRDNY, make sure to extend your stay for the Package of the Year Luncheon, hosted by the Direct Marketing Fundraisers Association (DMFA) on Wednesday, June 5. Visit dmfa.org/events to register or submit your best-performing direct mail package. DMFA will display the award-winning packages during FRDNY in the SolutionsCenter on the 5th Floor.

Choose your member status:

Be Sure to See This Years Best Performing Direct Mail Packages

Printing Underwritten by

$365

Fax

branding will help your fundraising. In her session, Brandraise to Fundraise: Build Your House Before You Throw a Party, she will demonstrate how effective brandraising will help you spend less time reinventing and more time reinforcing the right messages so your prospects are more likely to understand what you do and why you do it.

April 1 May 15

Sarah Durham, Principal and Founder of Big Duck, will show you how

Zip

$395

The SolutionsCenter is open from 7:30 am until 4:00 pm. The SolutionsCenter is closed during the luncheon.

AFP Member

$395

$460

will lead a session of the same name to discuss the growing role of relationshipbuilding and open dialogue in driving change. Openness is the future and social media will build a community around your cause.

AFP membership is defined by individual, not by company.

Beth Kanter, co-author of Measuring the Networked Nonprofit,

$475

Association of Fundraising Professionals New York City Chapter

Phone

Conference presented by the New York City Chapter

Title

City