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8:00am: Meet The Funders Session

Planned with Grantmakers of Oregon and SW Washington, this session brings 20+ nonprofit funders together with local nonprofits. The objective: to learn about each other, what the funders look for in a proposal, where their funding interests lie and how nonprofits can best approach a funder. Proposals will not be accepted. Each funder will host 3, 20-minute conversations with up to 8 nonprofits. Time-keepers will keep things moving.  

9:15am - 10:30am: Session I

Generational Marketing: How Multifaceted Marketing Strategies Help to Promote Multigenerational Giving
Jessica Aleksy, Director of Marketing & Development
Saint André Bessette Catholic Church

Melissa Carlin, SOLVE
Julie Hambuchen, Mercy Corps
John Bell, OPB 

There is a plethora of resources available that address generational giving and/or nonprofit marketing platforms, but very few that take an integrative look at how generational trends can be used to determine effective, multifaceted marketing strategies that speak to each generation.

Thus, the goal of this presentation is to use the following equation to produce real world strategies that any development professional can use: Generational Giving Trend + Generational Communications Interactions= Multifaceted Nonprofit Marketing Strategy. This presentation will focus on a comparison and contrast of current generations. Those being: Millenials (ages 18-­‐32), Gen Xers (ages 33-­‐48), Boomers (ages 49-­‐67), and Matures (ages 68+). 

Learning Objectives:
  • Giving trends of each generation
  • Communications interactions of each generation
  • Targeted marketing by generation

Creating Dynamic Relationships with Donors
Brennan Wood, Director of Development & Communications
The Dougy Center for Grieving Children & Families

Michael Magaurn, Managing Partner, Magaurn Video Media
Peggy Maguire, Senior Vice President, Corporate Accountability and Chief of Staff, Cambia Health Solutions
Barbie Rice, Community Volunteer & Philanthropist

What is a major donor looking for from a development professional? What types of interactions inspire a vendor to donate their goods or services? How can a person in development establish a relationship with a corporate or foundation funder? In this session, you will learn directly from a moderated panel of donors how to create dynamic relationships that will inspire long term engagement and funding for your organization.

Learning Objectives:
  • Learn how to identify, cultivate & sustain dynamic relationships with donors & potential donors
  • Learn to maximize existing donor interactions in order to enrich your relationships with donors
  • Learn directly from donors what works and what doesn't in fund development

Capacity Building through Grants-Tools & Frameworks For Developing the Right Approach
Arthur Davis, Arthur Davis Consulting
Carri MunnSolid Ground Consulting

For most nonprofits, the need for services is growing and resources are stretched then. Capacity building grants can be a great way to jumpstart growth in programs and fundraising. Before writing the grant, it is critical to develop a plan for growth that will work for your organization. Grantors will evaluate your proposal based on a realistic plan, but more importantly, you want to invest your time and resources wisely to produce results. This workshop will focus on frameworks for analyzing program and fundraising needs and creating sustainable solutions. You will learn the skills to create a clear and compelling case for an investment-worthy project.

Learning Objectives:
  • The types of capacity building and how they are interdependent.
  • Frameworks to analyze your opportunities and create the right plan for your organization for fundraising and programs.
  • Why you may encounter resistance to analysis and planning and what to do about it.

A "400 Level” Session on Using Social Media to Build Relationships
Hinds & Associates
Jamie Teasdale
Senior Growth Strategist and Owner
Propel Businessworks

For organizations who have built a strong platform presence, this advanced session dives into strategies surrounding relationship building, effective time management and planning ahead. Being social online can create loyal brand adopters. However, you can’t just start and not stick with it. Thissession looks at how to most effectively use your time and resources to manage on-line relationships and gain followers that become true participants in your organization.

Learning Objectives for LinkedIn
  • Making strategic updates
  • Properly utilizing endorsements
  • How to find 8 referrals in an hour
Learning Objectives for Facebook:
  • How to manage your time and your brand reputation
  • Ways to build relationships with donors and other businesses using these social sites

10:45am - 12:00pm: Session II

Using Events to Cultivate Donors
Samantha Swaim, Director/Event Strategist
Samantha Swaim LLC 

In this session we will talk about the cultivation cycle, how an event can play into each portion of that cycle and how to design an event that maximizes your efforts for introduction, cultivation, solicitation or stewardship. From intimate house parties to large galas and everything in between. How do you assure that your time and energy is yielding the biggest result. We will discuss cultivation cycles, types of events, goal setting, event design and formulas for success. 

Development Assessment
Dianna Smiley, Principal
Dianna Smiley LLC
Charitable Giving Counsel

How effective and efficient are your fundraising efforts? But more importantly, how are your efforts supporting the needs and vision of your organization? Are your current fundraising programs the best ones to build success and sustainability for your particular organization?

Development assessments (also called audits or evaluations) are often sought when an organization needs to raise more money. But in addition to short-term clarity and providing a strategic foundation for your development plan, a development assessment can reveal longer-term implications and opportunities for your organization. It can be helpful to development, financial, administrative, and program staff, and certainly to your board.

Best Practices: Engaging Donors Before, During, and After Your Campaign
Aggie Sweeney, CFRE
, The Collins Group
Amy Brown, CFRE, The Collins Group

Capital, endowment, and special purpose campaigns provide an excellent opportunity to engage your long-term donors and attract new ones. Applying best practices in donor cultivation and stewardship can help you develop donors that will make your organization a top philanthropic priority and invest in your mission for annual operations, capital needs, and legacy support. This workshop will provide helpful perspective if you are already in a campaign, preparing for one, or wrapping up and devising strategies to steward your supporters. The session will cover:

     The donor lifecycle

     Different types of campaigns and strategies for maximizing the potential of each

     Tips for building a sustainable stewardship program engaging your board members and senior leadership team

The workshop will provide content that you can apply today, and offer time to address your specific questions.

Keep Your Eye on the Prize with Metrics that Work 
Amanda Jarman, Fundraising Nerd

Implement metrics to improve your fundraising success. Learn how to use metrics effectively, no matter your job role or shop size.

Learning Objectives:
  • Principles of metrics design
  • Understanding the range of metrics available for various development functions from operations to frontline fundraising
  • How to implement metrics in your shop, no matter the size

12:15pm - 1:30pm: Lunch with Vanessa Van Edwards: Art of Reading Faces

Research shows that over 75% of our communication is nonverbal--that means we are saying a lot more with our body language, facial expression and voice tone than we realize. In this workshop Vanessa will present the latest groundbreaking research on nonverbal behavior and how the non-profit sector can use these tips in their industry.

Vanessa will cover not only how to present your own nonverbal behavior in the best possible way but also, more importantly, how to read and interpret other people's nonverbal behavior. Can you become a human lie detector? New research shows that yes, we can detect lies from facial expressions, body language and voice tone.

In this presentation, Vanessa will give an overview of the body language used in the four major areas nonprofit sector workers experience:
  • Pitching Prospects and Clients-Inter-office Politics and a Drama-Free Workplace
  • Tips for interviewers and Human Resources Personnel
  • How to Spot Lies
  • How to Uncover Hidden Emotions 
This is truly a presentation that will be useful no matter what sector you are in--if you have ever interacted with another person, this workshop is for you. If you want to use all of your modes of interaction to communicate and maximize success, come learn about what your and your colleagues body language is saying. 

1:45pm - 3:00pm: Session III

Launching an Ambassador Board
Jessica Elkan, Director of Development and Communications, New Avenues for Youth

Ensure that your agency has the leadership needed to fulfill your mission today and in the future while fostering personal and professional growth of young professionals in our community.

The Magic of Managing Up In Fundraising

Peter J. Bilotta, Executive Director, Chamber Music Northwest  

We all talk about the importance of our Executive Director/CEO and Board Members being involved in development, but how do you actually engage them – particularly when they are reluctant. 

Join this conversation on successful ways to train, encourage and support these vital leaders in their fundraising role so that they can be more willing and involved, and so you can be more successful.

Creating Effective Strategic Partnerships
Melody Bell, Executive Director
Financial Beginnings

Oregon is home to over 22,000 nonprofits that provide valuable services locally, nationally and globally. With the current state of the economy many nonprofits are finding the demand for their services increasing, while the resources to provide these services are decreasing. Even under a prosperous economy the failure rate of nonprofits is quite high.

Creating a successful organization is challenging with only half of all businesses being able to make it past the five year mark and nonprofits it is even more difficult with two thirds of nonprofits failing to make it to the five year point. So how can a nonprofit meet the growing demand in a time when the odds are against them? Building strong and viable partnerships can fill the gap for both for-profit and nonprofits in this time of increased demand and decreased resources.

This presentation will discuss:
  • The benefits of strategic partnerships
  • Identifying potential partnerships
  • Formalizing a partnership
  • Ensuring the success of a partnership 

The Basics: What You Need to Know about LinkedIn and Facebook
Hinds & Associates
Jamie Teasdale
Senior Growth Strategist and Owner
Propel Businessworks

Social media should be about building relationships. Being social online can create loyal brand adopters. Starting with the basics we’ll cover engagement strategies aimed toward making your social presence work for you. LinkedIn and Facebook are great tools for that, but you need to understandhow/why they are different and how to use them properly and effectively. 

Learning Objectives for LinkedIn: 
  • Does it make sense to pay for LinkedIn
  • Creating a 'connection' strategy
  • What to do with your time on LinkedIn 
Learning Objectives for Facebook:
  • What to include in your social profiles
  • How and why to use a business page vs. a personal profile
  • If and when it is appropriate to connect with donors personally on Facebook
  • What to say, when to say it, and how often

3:15pm - 4:00pm: Keynote: Susan Howlett: Delivering on the Donor Promise 
*Presented By: Pacific Continental Bank

We know we need to focus on donor retention. And we know retention increases with good stewardship. But the conversations about stewardship often revolve around events and communication. And the word engagement has come to mean social media.

What our donors are longing for is something much deeper:  a sense of connection to something that matters; a way to be part of the work. Few organizations manage this well, so we’ll explore what deep stewardship looks like and what’s keeping us from offering it to the very people who sustain our work.  You’ll leave this conversation with practical suggestions for engaging your donors more authentically and delivering what they want – in ways that fit into your already over-full schedule.   

4:15pm - 5:00pm: Advanced Donor Workshop with Susan Howlett: Weaving Donor Stewardship into Your Full Days
*Presented By: Pacific Continental Bank

We all know we’re supposed to be stewarding our donors, but it seldom makes it to the top of our to-do list.

You’ll leave this session with practical, no-cost ways to integrate donor care and feeding into your overfull schedule. Using small groups, table-top discussions and presentation, Susan will help you identify opportunities on your current calendar that will also serve as donor stewardship opportunities.  

Bonus – Includes tactics your board members will actually follow through on!

Limited seating for this event. Appetizers and beverages will be provided as you engage in this unique opportunity.


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