Thursday, February 19, 2015
Sentinel Hotel, 614 SW 11th Avenue
Portland, Oregon 97205
8:00 - 10:15am - Keynote & Breakfast
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 with Angela Hult at Cambia Health Solutions and Susannah Morgan with Oregon Food Bank
I. Frame the dilemma • Competitive funding landscape • How can a nonprofit gain advantage? • Opportunity to adopt new way of thinking
II. Discuss our approach • Objective: in a short-term partnership deliver long-term impact • Matrix of in-depth criteria and selection process • Mutual benefit
III. Community Partner Organization Case Study: Regence and Oregon Food Bank • Four years of funding • Hitting on all cylinders – game-changers and human capital • Proactive, innovative thinking
IV. Review outcomes and key takeaways • New funding model for nonprofits to translate to other prospective funders • Intense, short-term partnership – nonprofit strengthened to move to other funding sources • Positions nonprofit to deliver value to the funder
Followed with a robust Q & A.
Angela Hult, Director of Corporate Philanthropy, Cambia Health Solutions
As the director of Corporate Philanthropy for Cambia Health Solutions, the parent company of Regence BlueCross BlueShield of Oregon, Angela provides leadership and strategic direction for the company’s corporate philanthropic and community involvement efforts, as well as employee giving and volunteerism. She also serves as executive director of The Cambia Health Foundation, a grantmaking organization that partners with nonprofits to transform health care and expand access to palliative and end-of-life care. Angela has regional and global experience in strategic communications, issues management, corporate philanthropy and media relations. She began her career in Taipei, Taiwan, where she worked in public relations and advertising for Sheraton Corporation. After returning to the United States, she settled in Portland, Oregon, where she has worked for some of the region’s largest companies in the areas of media, community and investor relations.
Susannah Morgan, CEO, Oregon Food Bank
Susannah Morgan joined Oregon Food Bank as Chief Executive Officer in November 2012 as an established leader in the hunger-relief movement. Susannah is active in the national network of food banks, Feeding America, and currently serves on Feeding America’s Contract Task Force.
Susannah’s career in food-banking began at the San Francisco Food Bank. She moved on to be second-in-command at Interseminarian Project Place in Boston, Massachusetts. Prior to joining Oregon Food Bank, Susannah led the fight against hunger in Alaska for more than a decade as executive director of Food Bank of Alaska.
Susannah received her bachelor’s degree in Japanese Language from Carleton College and her M.B.A. in Public and Nonprofit Management from Boston University.
Essential Elements of Strategic and Adaptive Thinking, Planning & Doing with Mark P. Fulop, MA, MPH, Owner & Principal at Facilitation & Process, LLC & Danielle Olson, Collaborative Designer at DROdesign
The 2014, Pacific Northwest Nonprofit Survey provides insight into the practices of many nonprofit agencies on our region. One startling picture that emerges from the data is that many nonprofit organizations undervalue the importance of formal planning as a management too. One in ten Oregon nonprofits in the survey don’t have a written annual budget and fewer than 20% of agencies have business plans. Nearly 60% of nonprofit agencies don’t have a strategic plan and only 37% have written fundraising plans. While claiming evaluation is important less than 10% of Oregon nonprofits are guided by a theory of change or a logic model. Few nonprofits are developing succession plans to manage executive transitions.
Is it any wonder why the average tenure of executive directors and development staff is less than five years? Have we unearthed the answer to why small and large nonprofit institutions periodically end up on the front page of the paper, stalled out, burned out and imploding? Should it be a mystery that so many nonprofits can’t demonstrate the value they add when they don’t even take the time to document the logic of their existence?
This session is designed to help nonprofit leaders think about Strategic and Adaptive Thinking, Planning & Doing. It is not a pitch for strategic planning or even a step-by-step process of how to conduct a plan. This session is really about design thinking. Understanding the value of planning in this turbulent world and acting on that understanding.
This session is also about visual thinking and visual strategy. Prepare to help inform and shape the collective thinking about planning and how to focus on the value of planning.
Finally, you will walk away with tools, and handouts and pointers to online resources that will help you imagine and plan for an organizational future for your nonprofit that is on the leading edge.
As Owner and Principal of Facilitation & Process, LLC, Mark Fulop has partnered with over 40 nonprofit, government, and philanthropic organizations providing innovative approaches to strategic and business planning, board development, and other performance improvement initiatives. In addition to his consulting career, he draws from a deep reservoir of management experience spanning over 20 years. The customized and tailored solutions that he offers clients are based on real experience. Mark has presented on topics of strategic and business planning at WVDO and NNSWWA conferences in addition to serving as a national speaker and presenting training webinars.
Danielle Olson, Principal of DROdesign, LLC
Danielle helps purpose-driven organizations and individuals navigate through complexity and communicate visually. She honed her visual communication abilities as a freelance designer before acquiring her MFA in Collaborative Design. Her graduate work led her to collaborate with Greg Dees, “father of social entrepreneurship” from CASE at Duke University. She has since continued to focus her attention on purpose-driven organizations across non-profit, social enterprise, education and healthcare sectors. Her services include graphic recording, visual facilitation, visual strategy and information design. Danielle also sits on the board of directors for Democracy Cafe.
Sustainer Overdrive: Recruit, Retain monthly donors with Speaker Annalise Briggs, Senior Development Strategist at LKA, Evan Johnson at Mercy Corps, and Anne Ibach at OPB
Monthly donors are more valuable, give more, stay on your file longer and are the most loyal donors you can have! Mercy Corps and OPB have spent years honing strategies to recruit, retain, upgrade and cultivate sustainers. Learn about the benefits to monthly giving, how to grow your program – and how to keep these donors engaged in your mission to give again. With credit cards declining more than ever before, we’ll share a successful case study about techniques to convert these sustainers to bank transfer. 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.
Annalise Briggs, Senior Development Strategist, LKA
At LKA, Annalise helps nonprofits raise funds through direct mail, acquisition, sustained giving, telefundraising and more. Previously she managed direct response fundraising for Mercy Corps and was selected for an Entrepreneurial Leadership Program where she traveled to Thailand and Tunisia to focus on nonprofit strategy, business development and leadership. Annalise began her career at Wieden+Kennedy, is board president of the Alano Club of Portland and in her spare time enjoys climbing temples in Bali, conquering cooking classes in Vietnam and visiting family in San Francisco.
Evan Johnson, Manager of Direct Response Marketing, Mercy Corps
Evan began his fundraising career in Washington, D.C. working as an Account Manager for 4 years at the full service direct mail agency, ABD Direct. He moved back to his home state of Oregon in 2011 to take on the management of Mercy Corps’ direct mail program. He later added monthly giving and telemarketing to his portfolio and is responsible for raising more than $11 million annually for Mercy Corps.
Anne Ibach, Director of Membership, OPB
As the membership director at OPB, Anne is responsible for direct mail fundraising, membership strategies, cultivation, donor database management, on air fundraising, email and online giving, and their successful Sustaining Circle program. Anne’s specialties include creating efficiencies and streamlining efforts in order to maximize OPB’s membership fundraising efforts and increase donor retention. Since her arrival, Anne has increased sustaining revenue fivefold. Anne’s previous positions include membership manager at KUED Public Television in Salt Lake City, UT and her fundraising career spans over 20 years.
Kickstart Your Major Giving with Prospect Management with Amanda Jarman, President at 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. The techniques you learn will help you focus on your best prospects, use your time efficiently, and ensure that none of your donors “fall through the cracks”. You’ll leave this session with a solid understanding of prospect management basics, and tools you can use right away in your office and in your database to step up your organization’s major gift game.
As the Principal of Fundraising Nerd, Amanda Jarman assists nonprofits of all sizes, providing expertise in database management, prospect development (prospect research, relationship management and analytics), and custom analytics projects. Amanda honed her expertise in data management, analytics, prospect research, and relationship management during her 15 years of experience in nonprofit administration. Before launching Fundraising Nerd, Amanda served in various fundraising data-related positions at Portland State University, most recently as Assistant Vice President for Advancement Services. She was also Associate Director of Advancement Services at Lewis & Clark College. Her experience prior to higher education was with smaller non-profits, including the Safeplace domestic violence shelter and the Olympia Food Co-op. This experience ignited Amanda’s passion for scaling big shop tools and techniques to fit shops of all sizes. Connect with Amanda at www.fundraisingnerd.com or www.linkedin.com/in/amandajarman.
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 with Tom Wilson, Vice President and Amy Brown, CFRE, Senior Consultant, both with the Collins Group, a division of Campbell & Company
When you dream up a major gifts campaign, some volunteers eagerly jump on the “bus” full of ideas. But do they become assets that move your initiative forward, or just another set of bosses?! Your ability to effectively motivate and manage board members and other fundraising volunteers can make or break your campaign.
Even if you're already doing a great job involving and supporting volunteers as partners in major gift fundraising, a special initiative brings a whole new set of opportunities and challenges. How can you effectively engage volunteers to help expand your major gifts program? What do you need to do to motivate and retain them as fundraising champions? What does a productive staff leadership and volunteer relationship look like when all the right elements are in place?
Tom Wilson and Amy Brown will highlight case histories where they’ve worked in both staff and consult roles. They’ll engage audience members in helping solve volunteer management challenges, with a focus on best practices as they relate to major gifts.
They will cover:
• The critical principle of peer solicitation
• How to qualify prospective donors for the right ask
• How to redefine fundraising for board members and volunteers
• The role of recruiting the right chair(s) for your major gifts committee
• Meaningful ways to engage volunteers in the major gifts lifecycle
• How committee and one-on-one meetings can deepen volunteer commitment
• The importance of periodic self-accountability meetings
• Pitfalls to avoid along the way
Attend this session to learn how board members and other fundraising volunteers can help you raise more money this year.
With more than 20 years in the nonprofit sector, Amy brings passion and experience to her work with her clients. She offers significant expertise in leadership, fundraising, campaigns, and project management. Amy specializes in strategic thinking and positioning for her clients. Her key strengths include targeted and effective donor communications, strategic visioning, tailoring creative strategies for cultivating, soliciting, and stewarding major gift prospects, and managing and reinvigorating successful capital campaigns. Amy is a past president of WVDO and is currently chairing the a multi-partner initiative to build a collaborative, on-line mentorship program for our nonprofit community.
With 30 years of philanthropic fundraising experience, Tom has served as a corporate and foundation fundraising, head of fundraising with aggressive annual giving needs, a planned giving fundraiser, a university vice president for fundraising, as well as a campaign consultant building successful capital campaigns from inception, reinvigorating stalled initiatives. Leading board and staff training summits and strategic planning retreats are just a few of his talents. Author of Winning Gifts: Make Your Donors Feel Like Winners (Wiley) and www.MajorGiftsGuru.com Tom is a highly experience presenter at fundraising conferences throughout North America.
Program Evaluation: The Development Officer's Guide with Chari Smith, Principal, CRSmith Consulting, Evaluation into Action
More and more, there is an increasing demand for organizations to demonstrate program impact. Foundations and donors want to know that you are fulfilling your mission in measurable ways.
A comprehensive and realistic evaluation system is the way to capture data that will fulfill this demand. Program Evaluation is a systematic process to studying how well a program is working. It generally includes multiple research methodologies including surveys, interviews, focus groups, and other forms of measurement. Chari Smith demystifies this process, illustrating specific steps you can take. In this session, we will explore:
· Key components to making a realistic evaluation process
· The development officers’ role in the process
· Three key best practices: Motivation, Collaboration and Feasibility
· How to create measurable outcome statements
Chari Smith, founder of CRSmith Consulting, believes evaluation should be accessible, practical and usable. She has more than 15 years of experience in evaluation design, instrument development, data collection, quantitative and qualitative data analysis, and findings dissemination. She has taught several workshops helping nonprofit professionals understand the value and use of program evaluation.
Metrics that Matter: Considerations in Evaluating the Performance of your Development Staff with Jeri Alcock, Founder at Donor Dynamics
How do you define fundraising success? If “We made our goal this year” is your definition of success you may be putting your organization at risk. Total revenue is a lagging indicator. This session will examine the leading indicators for success and how to apply them in evaluating the performance of your fundraising program. In addition, we will look at the role of marketing and communication indicators in providing a full evaluation of your development team’s performance.
Participants will learn:
· The most commonly used measures of fundraising performance
· How to apply them in evaluating development staff
· Evaluating communications and marketing efforts within a development program
The workshop will draw on principles from “Fund-Raising Cost Effectiveness: A Self-Assessment Workbook” by James M. Greenfield and the Fundraising Effectiveness Survey conducted annually by AFP. The format will consist of large group discussion, question and answer and small group break outs.
Jeri Alcock, CFRE, is a senior development professional and data crusader who has been a fundraising consultant since 2006. Jeri also served as Development Director for Community Action, SOLVE and Oregon Lions Sight and Hearing Foundation. Through her company, DonorDynamics, Jeri applies the concepts of research, data mining, prospect scoring and cultivating relationships to assist clients to start and grow their major gift programs. In salaried positions and as a consultant, Jeri has used the workshop’s key theme of research + strategy to successfully close dozens of annual, capital and endowment campaigns. Jeri is passionate about helping great causes to find their greatest champions
Tackling "Communications" Effectively with Speaker Colby Reade
More and more research shows nonprofits rely heavily on “earned” and “owned” media for the success of their organization. Research also shows that, increasingly, nonprofits place responsibility for these communications on Development and Executive Leadership staff who already have a full plate.
In this presentation we will take a look at what it means to develop a communications plan, how to marry your communications efforts with your fundraising and how strategic communications can lead to larger donations from a wider donor base and more hours volunteered.
This session is ideal for any professional currently in a role that requires support or ownership of communications efforts or who may take on a role that includes this requirement in the coming years.
Driven by “a passion to tell meaningful stories that could have a positive impact on the local community,” Colby Reade, APR, is an award winning communications professional. In addition to running his own consulting practice for several years, focused on helping nonprofits understand how strategic communications can grow their support and donor base, Colby has also worked with some of the biggest brands and agencies in the country. His tenure includes time with Waggener Edstrom Communications and The Hoffman Agency, and he has supported efforts on behalf of clients such as Microsoft, Alcatel-Lucent, Mazzo Mobile, Purina, The Walt Disney Corporation and Pro Flowers. Locally, Colby is proud to be a longtime supporter of WVDO and has had the opportunity to work directly with a variety of local nonprofit organizations, including SMART and Oregon Dog Rescue. In 2014, Colby was honored by the Portland Metro chapter of the PRSA with the New Professional Award of Excellence.
2:45 - 4:00pm - Breakouts
Baby Boomers: Time, Talent, and Money with Speakers Maren Symonds, Cheryl Edmonds and Janis Jasinsky, all Independent Cosultants and Encore Fellow Alumni
Organizational capacity can be developed in many different ways: fundraising, grantwriting, volunteers and employee changes. Have you considered “hiring” boomers/encore career professionals? Either in volunteer or paid roles, the boomer generation brings more skills, reliability, and capacity to nonprofit organizations. Join three boomer professionals to learn how you can shape a capacity building position utilizing boomer skills and grow your organization efficiently and effectively.
Maren is a seasoned entrepreneur and management consultant with over 30 years’ experience in for profit and nonprofit settings focusing primarily on strategy and capacity building (marketing, process design, and information technology). She has served in leadership positions with two social venture partnerships and is a lifelong volunteer. Her encore fellowship with The Oregon Community and a follow-up project with Portland State University dealt with older adult engagement in early childhood care and education.
Cheryl has the honor of being Portland's first Encore Fellow after a long career in high tech engineering, marketing and business development. Following the fellowship, she was the Multnomah County Project Director for RSVP. She is currently providing consulting support for social enterprise development and impact measurement for her fellowship work host-Metropolitan Family Service.
Janis brings her business and finance experience to nonprofits, helping them achieve their missions through business planning, performance measurement, social enterprise, and operational excellence. She has most recently worked at Gateway to College, a national nonprofit whose programs enable at risk youth to complete high school and continue to college. Previously, Janis worked at Hewlett Packard for 28 years, with roles in Finance, Operations and Marketing. Janis has experience as a nonprofit board member, and also volunteers for the Alzheimer’s association.
When and How to Stop Cultivating Donors with 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. An introduction will introduce the topic of "when and how to stop cultivating a donor prospect" and how to align the cultivation and solicitation to have the donor make all the decisions regarding further cultivation. The case studies will be real case studies from the presenter's real-life fundraising experiences, and will illuminate the major take-a-away points, namely:
• How to mix and match touches and moves to be consistent
• When to take risk with a creative touch to prompt action by the prospect
• How to leave a good impression if you are moving the prospect off active cultivation
• How to set up the prospect to make the "next move"
• Why it is important to recognize and express gratitude for whatever level giving the donor decides
Major overarching themes of the presentation will be donor-driven moves/decisions, how to document and plan a strategy of moves/touches and learning how not to assume donor intent.
Each case study discussion will include a group sharing, so small groups can learn from one another.
The last 20 minutes will be a summary of the above, including real-life stories of approach, reasoning, and how best to target major-gift efforts. The presentation will show examples of communications that foster donor-driven decision-making, some examples of creative cultivation that have worked (and not!), and how to tee-up an ask and hone in on interest.
Lori has worked in development for almost 30 years with experiences ranging from her undergraduate alma mater, Whitworth University, to a prep school in Brentwood, California to Oregon State and OHSU Foundations. Lori holds a M.Ed. from UCLA. She is a native Oregonian who knows the broad landscape of fundraising in this region and is enthusiastic about development. She is the proud (and harried) mother of a teenage boy.
Building a Fundraising Board with Speaker Mark Langseth
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, as is their understanding of key elements of the fundraising process. And, even with clear roles and understandings, some board members simply do not want to engage in fundraising. How can we best assess a board's level of commitment to engage in fundraising and their understanding of how to do so, and how do translate expectations into actions around specific fundraising moves? This session will explore these questions based on "I Have a Dream" Oregon's experience over the past 5 years and will include dialogue among all participants around best strategies for building a fundraising board.
Mark Langseth is President and CEO of “I Have a Dream” Foundation – Oregon, whose mission is to empower kids from low-income communities to thrive in school, college and career. With impressive board leadership and Mark’s guidance, “I Have a Dream” Oregon has recently created a first-of-its-kind Dreamer School model in Portland that holds great promise as a demonstration project to boost educational results for low-income kids pre-K through college throughout Oregon and the U.S. Mark’s past positions include Vice President for University Advancement and Executive Director of the Foundation at Metropolitan State University, Assistant Vice President for Development at Portland State University, Founding Executive Director of Minnesota Campus Compact, and COO at the National Youth Leadership Council. Mark is a former W.K. Kellogg Foundation Leadership Fellow and is the author of several publications, including co-editing with Dr. WilliamPlater a 2005 book entitled Public Work and the Academy: An Academic Administrator’s Guide to Service-Learning. Mark has served on numerous education and nonprofit boards and committees during his career, including his current role as a board member with the Nonprofit Association of Oregon and as a board member of College Possible-Portland, and a past member of the Oregon Community Foundation’s Giving in Oregon Council. He is a passionate advocate for education, and is husband to Kate, a community college instructor, and father to Tess, a junior at Occidental College and Teagan, a sophomore at Tigard High School.
The Power of Planned Giving with Speaker Arlene Siegel Cogen, 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. You will learn what the commonly used techniques are and how to incorporate this into your regular discussions with your donors. In addition, we will learn how planned giving can help you donors navigate some of their family dynamics with a positive outcome.
Arlene Siegel Cogen has served as a Director of Gift Planning with The Oregon Community Foundation (OCF) since 2007. Arlene works primarily with professional advisors and their clients to establish current, testamentary charitable funds or deferred gifts to support their community and the causes they care about. Arlene is a Certified Financial Planner with more than 20 years experience in the trust and financial services industries. In Oregon, prior to working with OCF, Arlene held the position of Vice President with West Coast Trust and Vice President with Allen Trust Company. On the east coast, Arlene was a Vice President with Citibank and Vice President with First Union, and an Assistant Vice President with US Trust of NY. Arlene is a member of the Portland Estate Planning Council where she currently serves as Chair of the Annual Seminar. She has also served as Secretary of the board of Northwest Planned Giving Roundtable (NWPGRT) from 2009-2014. Prior to that, Arlene held the position of treasurer. Other community involvement includes the Financial Planning Association and Toastmasters for Speaking Professionals.
4:15 - 5:00pm - JackKnife Event
Join us at Hotel Sentinel's newest bar, JackKnife for a casual evening with drink tickets and apps.
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