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2017 Regional Conference Schedule and Speakers

Wednesday, March 8, 2017

Sentinel Hotel
614 SW 11th Avenue
Portland, OR 97205





7:30 - 3:00pm ● Registration Open

Check In and Nametags will be ready at 7:30am. The registration table will be staffed all day if you need assistance or have any questions.

7:30am Breakfast begins


7:45am ● Welcome from WVDO

Agnes Zach, Executive Director of WVDO will welcome you to the conference and share what’s in store for 2017. 
 
8:00 - 9:00am ● Keynote presentation: Donor Retention Isn't Speed Dating with Lynne Wester

The concept behind speed dating is to meet as many people as possible as quickly as possible—and 99% of them you’ll never see again.  Actually, that’s not too far off from the statistic that 80% of donors never make a second gift.  So what can you do to develop a successful donor relations program, what works and what doesn’t, and how can you improve your retention rate?  Learn how to form a lasting relationship with your donors.


Lynne Wester  is a frequent conference speaker and 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.com where she shares her expertise, opinions, and collections of samples on a variety of topics as well as hosts a monthly webinar series. It is her personal philosophy that the goal of any great fundraising operation is to use strategic communications and interactions to foster the relationship between the organization and its constituents and friends. Using her expertise and hands on approach, she works with many organizations to help them keep their focus donor driven, technologically 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.


9:15 - 10:30am ● Breakout Session 1

Data Leverage: Making Your Point and Promoting Accountability

Data is powerful when it is used in a way that your audience can understand.  It can inform, update, and motivate.  There are various ways to leverage data to enhance your storytelling capability, as well as keep your team focused on defined deliverables.  In this session, we will explore the use of the dashboard as a tool for providing at-a-glance performance measures and big picture context. 

This includes:

  • Discussing the purpose of a dashboard
  • Determining your audience and what you need them to take away
  • Determining what you will be tracking and why
  • Defining where the data will come from and how it will be managed
  • Discussing how to get started with your dashboard
  • Exploring other ways to utilize data to engage and inform

Presenter: Lisa A. Brown

With more than 30 years of experience in the nonprofit world, Lisa A. Brown has worked with organizations of all shapes and sizes in the areas of development, marketing and communications.  As a senior level administrator, Lisa has built development programs from the ground up, expanded organizational capacity, and shaped the public profile of nonprofits with a variety of missions and visions.  As a consultant and an advisor, she brings a diverse set of skills to the table, working side-by-side with staff and leadership to define the big picture, unearth opportunity, connect the dots, hone in on the details, solve the problem, tell the story, connect with the community, and turn planning into action.  Lisa is deeply committed to nonprofits and the value they bring to local communities.  It’s why she’s stayed in the game and why she remains an enthusiastic partner in energizing nonprofits to do their best work and motivating people to get involved in making a difference.


Creating Authentic and Effective Mail Appeals

In this session, we’ll talk about the indispensable pieces of a mail solicitation and how to write and present compelling stories. Get ready to workshop an idea you’ve been mulling over and ask any questions you have about direct mail (trust: other people are wondering the same things).

Come ready to practice. You’ll leave the session with the first draft of your next solicitation.

Topics covered will include:

  • The basics: envelopes, postage, addressing, letter layout
  • Voice: authentic storytelling, numbers and statistics
  • How people read: writing for selfish skimmers
  • Prepping your list: if you’ve been putting segmentation off until your data is “cleaned up”, then this section is for you (hint: stop putting it off, it’s really not that hard)

Presenter: Breesa Culver

Breesa Culver creates positive change by identifying resources and telling stories that inspire excitement and action. She’s created and implemented innovative development efforts on a shoestring at the Community Cycling Center, helped strategize grassroots fundraising initiatives for Oregon Walks, and successfully solicited and stewarded leadership donors at Reed College. Grassroots fundraising initiatives are her favorite projects. If she could spend her work days only creating eye-catching and inspiring solicitations, she would be living her best life. She’s based in Portland, where she also makes ceramics, invents weird sandwiches, ferments sauerkraut, and attends a lot of experimental dance performances. You can learn more about her fundraising and communications consultancy at www.breesa.work.com


Grants: Finding Funders to Match Your Programs

Research is an essential part of achieving success in the world of grants.  So how do you get started on this quest for the perfect grant(s) for your organization or program?  Join us to learn where to find grant opportunities – both online and through direct contact with funders - and how to sift through all the information available to identify what is most relevant.  We’ll also discuss tactics for identifying a good match between your organization/program and a potential funder.

Presenters: Darcie Spar and Rick Horton, GPC, on behalf of the Grant Professionals Association.

Darcie Spar began her non-profit career as an AmeriCorps member, and has since worked and volunteered for non-profits of various sizes doing grant writing and management, marketing communications, e-philanthropy, event planning, database and volunteer management, and many other fundraising activities.  She has been a member of WVDO since 2000 and a member of the Grant Professionals Association (GPA) since 2004. Darcie has more than fifteen years of experience with grants – her favorite area of development!  Currently she manages the Grants Team at Oregon Food Bank and also provides fundraising consultation and training to regional food banks and partner agencies of the Oregon Food Bank Network.

Rick Horton, GPC is an experienced grant professional with 35-years of work in the non-profit sector. As Education Program Coordinator and Grants Manager for the Oregon Zoo, he led efforts to expand the impact of youth, adult and family programs and secured more than $10 million in support of education, conservation, and exhibition programs. Rick was a co-founder of the local GPA chapter, a popular grantsmanship instructor, and serves as Development Manager for Adaptive Sports Northwest.

10:40 - 12:00pm ● Breakout Session 2

Data Management: Create a Seamless Event for You and Your Guests

Good data management ensures that you know how many guests will actually be in your room. Good data management makes sure that donors, sponsors and guests are tracked, allows for an easy check in and check out system and allows for a great guest experience. Post event, your data allows you to analyze your event and plan strategically for the following year. The tool that we recommend is Greater Giving and we want you to know how best to use this tool for your next event. We will also cover the details needed for your event software to integrate with your existing donor database.

We’ll take a look at:

  • How to track sponsors and manage guests
  • Auction procurement management
  • Pre-event preparation
  • Post-event integration

Presenter: Mary Bouma

Mary Bouma is the data expert at Swaim Strategies. She has worked extensively with many organizations to prepare for their events using Greater Giving and other event databases. She is a Greater Giving database pro and loves taking chaos and turning it into order. Six years as a Customs Broker gave her a love for all things having to do with information management. She gets great joy out of helping people streamline event details and getting the most out of their event database. 


Grants: Developing Winning Proposals from the Start


Grant dollars can play an important role in the ability of nonprofits to address their mission. However, proposals to help fund programs, operations and capital projects are often not strong enough in design and content to win support. Why do some proposals fail to make the grade, and how can you improve your odds for success from the very beginning of the grant process? We'll share strategic tools for program planning and proposal design to help jump start the development of compelling - and successful - proposals.

Presenters: Darcie Spar and Rick Horton, GPC, on behalf of the Grant Professionals Association.

Darcie Spar began her non-profit career as an AmeriCorps member, and has since worked and volunteered for non-profits of various sizes doing grant writing and management, marketing communications, e-philanthropy, event planning, database and volunteer management, and many other fundraising activities.  She has been a member of WVDO since 2000 and a member of the Grant Professionals Association (GPA) since 2004. Darcie has more than fifteen years of experience with grants – her favorite area of development!  Currently she manages the Grants Team at Oregon Food Bank and also provides fundraising consultation and training to regional food banks and partner agencies of the Oregon Food Bank Network.

Rick Horton, GPC is an experienced grant professional with 35-years of work in the non-profit sector. As Education Program Coordinator and Grants Manager for the Oregon Zoo, he led efforts to expand the impact of youth, adult and family programs and secured more than $10 million in support of education, conservation, and exhibition programs. Rick was a co-founder of the local GPA chapter, a popular grantsmanship instructor, and serves as Development Manager for Adaptive Sports Northwest.


12:15 - 1:30pm ● Lunch Discussion: Individual Donor Panel: Why give and keep giving with Panelists Tammy Wilhoite, Charles Wilhoite and Jenn Lynch

1:45 - 3:00pm ●Plenary Workshop with Lynne Wester: Where Do I Start? Building or Rebuilding a Donor Relations Program from Scratch.

In this economic environment, competition for the gift has never been greater, making effective donor relations and stewardship programs more important than ever. Donors desire greater accountability and engagement and your ability to respond will make a difference. What sets the high achieving shop apart is their ability to take calculated risks, embrace failure and innovate. But where do you start when you’ve inherited nothing or inherited a mess? Never fear, we will explore together how to build or rebuild a shop, regardless of budget or staff size, the priorities are shockingly similar. Take a deep breath and listen in.


 

Register Now!

Tickets  Early Bird
(through Feb 10)
Regular Price
 WVDO Members
 $125 $150
 Non-Members  $220 $245

 



Pricing (effective after 2/10/2015)
WVDO Member NonMember



Keynote Breakfast (ONLY) with Hildy Gottlieb   $80 $95
Full Day (includes Keynote Breakfast, 3 Breakouts & Lunch) $350 $445

Pricing (effective after 2/10/2015)
WVDO Member NonMember



Keynote Breakfast (ONLY) with Hildy Gottlieb   $80 $95
Full Day (includes Keynote Breakfast, 3 Breakouts & Lunch) $350 $445

WVDO | 1220 SW Morrison St., Suite 425 | Box 5B | Portland, Oregon 97205 | TEL 503.274.1977