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2015 Regional Conference

Thursday, February 19, 2015

Sentinel Hotel
614 SW 11th Avenue
Portland, Oregon 97205


8:00 - 10:15am - Keynote & Breakfast with Hildy Gottlieb

The Power of Enoughness: Leaving Scarcity Behind to Create Real Sustainability

Leaders of community benefit organizations often find themselves faced with the “scarcity mindset.” Whether it is coming from colleagues or board members, donors or sometimes even ourselves, it is hard to escape the common theme that resources are scarce, and we must each find a way to get the biggest possible piece of that finite pie.

In this two-hour workshop session, Hildy Gottlieb will open our eyes to a different way of seeing resources. Using the lens of Collective Enoughness, Hildy will introduce us to the resource development theory that suggests, “Together, we have everything we need; it is only on our own that we experience scarcity.”

Hildy will guide us through a series of questions we can ask in our everyday work, to help us see the difference between abundant resources and scarce resources. She will share practical tools we can all implement immediately to identify and engage those new resources. And she will help us see how traditional methods of fundraising can be aligned in new ways, to strengthen our organizations while simultaneously strengthening our communities - a win win for everyone!

This session is for development professionals who are eager to help their whole organization move beyond scarcity, to build strong programs upon a foundation of the abundant resources our communities have to share.

Hildy Gottlieb - Hildy Gottlieb is a social scientist and asker of powerful questions. She is the co-founder of Creating the Future, a living laboratory for accomplishing social change, where she has earned the title Chief Boundary Pusher – urging individuals, organizations and communities to build systems that bring out the best in each other and our world.  Her book, The Pollyanna Principles: Reinventing “Nonprofit Organizations” to Create the Future of Our World, details her groundbreaking approach to aiming the work of the Community Benefit Sector at its highest potential - creating the future of our world. 

Sign up for her newsletter here or read the blog here.

10:30 - 11:45am - Breakouts 

Game-Changing Partnerships: A model of interactive funding
Speaker: Angela Hult at Cambia Health Solutions and Susannah Morgan at Oregon Food Bank
As nonprofits compete for corporate funding dollars, this case study of a partnership reveals how taking a strategic approach can generate grants with game-changing impacts. Read more here.......

Essential Elements of Strategic and Adaptive Thinking, Planning & Doing
Speakers: Mark P. Fulop, MA, MPH, Owner & Principal at Facilitation & Process, LLC & Danielle Olson, Collaborative Designer at DROdesign
Through presentation, case studies, templates and small group exercises, participants will understand the critical role that planning and design plan in nonprofit management. Read more here.......

Sustainer Overdrive: Recruit, Upgrade and Retain Monthly Donors
Speakers: Annalise Briggs, Senior Development Strategist at LKA, Evan Johnson at Mercy Corps, and Anne Ibach at OPB
Whether you’re just starting a sustainer program and need basic tips or if you already have one in place and want to learn sophisticated, multichannel strategies, this session is for you. Read more here.......

Kickstart Your Major Giving with Prospect Management
Amanda Jarman, President, Fundraising Nerd
Good prospect management practices will help you attain major gift success. This session will cover prospect management techniques at each step of the major giving cycle. Read more here.......

12:00 - 1:00pm - Networking Lunch with Table Top Conversations

You asked and we listened. Conference survey results in 2014 indicated participants wanted additional time to network with one another. This lunch hour will provide you with the opportunity to meet with people who have like-minded interests.

Tables are designated by areas of interest including: Animals, Arts, Community, Education, Environment, Health, Housing, and Social Services, as well as WVDO Affinity Groups: Data Information, Major Gifts, Monthly Giving, Planned Giving, Special Events, Strategic Planning, and Small Shops. There will also be several open tables for general seating, where numerous topics can be discussed or time can be spent getting caught up with long lost friends.    

1:15 - 2:30pm - Breakouts

The X Factor of Major Gifts Volunteers
Speakers: Amy Brown, CFRE, Senior Consultant and Tom Wilson, Vice President, both with the Collins Group, a division of Campbell & Company

Your ability to motivate and manage core volunteers and grow their active participation is the "X" factor that will make or break your major gifts campaign. Read more here.......

Program Evaluation: The Development Officer’s Guide
Speaker: Chari Smith, Principal, CRSmith Consulting, Evaluation into Action
This interactive session will equip development professionals with a deep understanding about evaluation, their role in the process and how to create measurable outcomes. Read more here.......

Metrics that Matter: Considerations in Evaluating the Performance of your Development Staff
Speaker: Jeri Alcock, Founder at Donor Dynamics

There are many tools and strategies to measure staff effectiveness, highlight strengths, weaknesses, and showcase opportunities to make a greater impact. We'll focus on using data to evaluate fundraising performance. Read more here........

Tackling "Communications" Effectively 
Speaker: Colby Reade
More and more development positions include “Communications” requirements in their job description. We’ll look at how to marry communications with fundraising, what it means to develop a communications plan and how strategic communications can increase your impact on your organization.

2:45 - 4:00pm - Breakouts

Baby Boomers: Time, Talent and Money
Speakers Maren Symonds, Cheryl Edmonds and Janis Jasinsky, all Independent Consultants and Encore Fellow Alumni
Learn how Baby Boomers’ high levels of education, affluence, and affinity for purpose work can advance your organizational mission as they move toward retirement. Read more here.......

When and How to Stop Cultivating Donors 
Speaker: Lori Sweeney, Senior Director of Development at OHSU Foundation

This 90-minute presentation will involve case studies of 4 different prospects that will be discussed in small groups within the presentation forum. Read more here.......

Building a Fundraising Board
Speaker: Mark Langseth, President and CEO at I Have a Dream - Oregon
Beyond basic governance and oversight, boards play widely varying roles in nonprofit organizations. In most organizations that raise - or want to raise - significant funds from private sources, support from board members in fundraising is often necessary. But equally often, board member's expected roles in fundraising are unclear. Read more here.......

The Power of Planned Giving
Speaker: Arlene Cogan, Oregon Community Foundation
This program is geared towards the small- medium sized nonprofit organizations that have little or no planned giving program. In this workshop, we will go over the basics on planned giving: bequests, beneficiary designations, charitable gift annuities and charitable trusts. 

4:15 - 5:00pm - JackKnife Event

Join us at Hotel Sentinel's newest bar, JackKnife for a casual evening with drink tickets and apps.

Through the keynote presentation and 12 breakout sessions, we offer you:

  • A fresh outlook on philanthropy designed to give you renewed professional energy
  • Effective techniques on how to develop relationships leading to gifts, making meaningful asks, working with boards, and showing gratitude
  • Ways to identify and research prospective major givers
  • Multifaceted marketing strategies that speak to multiple generations
  • How to create dynamic relationships that will inspire long term engagement and funding for your organization
  • Insights on generational demographics affecting your work 
  • Implement metrics to improve your fundraising success
  • Using social networking to expand your reach and build relationships
  • Networking opportunities with other professionals
  • Open discussions focusing on your issues

Advanced Registration Pricing
WVDO Member NonMember

Keynote Breakfast (ONLY) with Hildy Gottlieb   $65 $80
Full Day (includes Keynote Breakfast, 3 Breakouts & Lunch) $295 $390

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

2015 Regional Fundraising Conference Scholarships

WVDO is pleased to offer a limited number of partial scholarships for February 19, 2015 Regional Fundraising Conference. The purpose of the program is to enhance networking, training and professional development opportunities in the development field.

Download the application.

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