Track 6: Corporate, Foundation & Deferred Giving
The Corporate, Foundation & Deferred Giving Track will provide education for fund development professionals focusing on the nonprofit sector partnering with corporations and corporate social responsibility; direct marketing with the link to planned giving prospects as well as donor advised funds; and trends in foundation grant making and resources for development professionals to write proposals resulting in foundation support of nonprofit organizations and sustained funding. - All Sessions Eligible for CFRE Points
THURSDAY (MONROE EAST ROOM)
Breakout 1: 10:30am – 12:00pm
Cause Marketing: Corporate Chic or Corporate Savvy
Description: Pick up Businessweek or Fortune magazine any day and see how companies are spending large sums of money promoting philanthropic causes. Is it corporate chic to jump on the social bandwagon or are companies finding real value in supporting nonprofit organizations and their missions? Come to this session and understand what value companies get out of relationships with nonprofit organizations like yours, how to identify the right corporate partners and how to develop a sustainable relationship.
Speaker: Mikel Koon. President, Mosaik Strategies LLC
Breakout 2: 1:30pm – 3:00pm
Tests that Have Made A Difference: Applying the Art & Science of Direct Marketing to Planned Giving
Description: The Holy Grail for planned giving marketers is to increase the number of qualified leads and to move those leads to gift closing. In this session, you’ll hear from two industry leaders who have used the best practices of direct marketing to good effect in their planned giving programs. They have made big strides in their programs through disciplined testing. In this session, they will share with you results of their testing—things that worked and some that didn’t. You will leave this session with specific strategies you can implement to improve your own results.
Speakers: Regina Watson, Director, Gift Planning Marketing, St. Jude Children’s Research Hospital
Kathy Ward, Senior Vice President, American Institute for Cancer Research
Breakout 3: 4:00pm – 5:50pm
Preparation beats Heartburn- AAGP-NCA Session
Description: You think you have a program that would be eligible for grants. Or, your executive director/board chair tells you to “go get a grant.” What’s the reality? Who’s giving grants? What are they giving grants for? What are the funders looking for? Is your organization an attractive prospect for grants? How do you know? This workshop will answer all those questions. Participants will have the chance to learn about trends in organized philanthropy, opportunities available for funding, and the responsibilities involved in being a grantseeker.
Speakers: Jesse Buggs, Grant Contracts Administrator, City of Bowie, Maryland
Terri Blandon, Director of Foundation and Government Development, WETA
FRIDAY (MAP ROOM)
Breakout 4: 9:00am – 10:30am
Corporate Sponsorship and CSR: How to Partner Effectively with Corporations
Description: Corporate social responsibility - what does that mean for your corporate campaigns? CSR has different definitions for different companies. This workshop will discuss how to determine what CSR is, who is implementing at a company and how to fully engage with your corporate partners. Learn how to be a CSR partner with your corporate donors from sponsorship to employee engagement, skills based volunteering and foundation giving!
Speaker: Mikel Koon, President, Mosaik Strategies LLC
Breakout 5: 1:30pm – 3:00pm
Donor Advised Funds: The Wave of the Future and Present
Description: The use of donor advised funds is on the rise. Assets in the popular charitable giving vehicle increase 23.4% last year to $21.6 billion, according to the National Philanthropic Trust. The number of new accounts, meanwhile, jumped 7% to 107,250. Funds are seeing some growth fueled by younger donors since many of the funds have reduced their minimum contribution amount to $5,000. And the success of these funds may also be due, in part, to the transfer of wealth we have been hearing so much about. Donors are increasingly thinking about leaving a legacy. What does this explosive growth in advised funds mean for fund raisers and how can we take advantage of this growing opportunity?
Speakers: Regina Watson, Director, Gift Planning Marketing, St. Jude Children’s Research Hospital
Rita Corwin, Director, Gift Planning, at Children’s Hospital Foundation of the Children’s National Medical Center
Breakout 6: 3:30pm – 4:45pm
Write Smart, Do Good, Report Honestly - AAGP-NCA Session
Description: So you’ve decided that your project is ready for grants. In fact, you’ve found an RFP that your organization needs to respond to – what do you do next? Who needs to be on your team to plan, write, and follow-up on your proposal? What do you need to do to help your chances of getting the money? How do you enlist collaborators? What do you do once your project is funded? Participants will learn how to write smart proposals which allow the organization to do its good work and make funders want to work with them again.
Speakers: Marci Levin, Manager of Foundation & Corporate Grants, Boys & Girls
Clubs of Greater Washington
Loretto McNally, Senior Development Associate, Independent Sector
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