Troy, NY
Hilton Garden Inn Troy
National Philanthropy Day 2016
Wed, November 09, 2016 8:30AM to 4:30PM (Eastern)
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National Philanthropy Day 
Wednesday, November 9, 2016
Hilton Garden Inn Troy
8:30 am to 4:30 pm


Registration & Breakfast Buffet
8:30 am - 9 am 

Welcome and Annual Meeting
9 am  - 9:15 am

Keynote Address
How the 99% Give: Consequences for Charity of the
Concentration of Wealth

Melissa Brown
Click for Biography
9:15 am - 10:45 am

Break Out Sessions I
11 am  - 12 pm

12 pm - 12:45 pm

Awards Ceremony
12 :45 pm - 1:00 pm

Plenary Session
Holy Cow! Strength in Diversity Equals Strength in Dollars

Sujata Chaudhry
Click for Biography
1 pm - 2 pm

Break Out Session II
2:15 pm - 3:15 pm

Break Out Session III
3:30 pm - 4:30 pm

Connecting with AFP Board Members for Feedback and Questions
4:30 pm - 5 pm

Happy Hour Social
5 pm - 6 pm
The Recovery Room 

Sesssion Descriptions
How the 99% Give: Consequences for Charity of the Concentration of Wealth
Melissa Brown

Bill & Melinda. Warren. Mark & Priscilla. These high profile donors and their rationales about how to give and for what have dramatically affected American philanthropy. At the same time, despite the potentially leveling influences of online giving and crowdfunding, fewer households contribute to charity than did even 10 years ago. What do the changes already underway, and those potentially on the horizon, mean for our organizations?

This session, led by Melissa Brown (voted one of America’s top 25 speakers on philanthropy in 2016), moves beyond the headlines to probe the giving of the “ordinary donors” that are most likely to be YOUR organization’s key contributors.

Holy Cow! Strength in Diversity Equals Strength in Dollars
Sujata Chaudhry
Tangible Development

According to the US Census Bureau, by 2050 Whites in America will become the Majority Minority. The dynamic changes in demographics are shifting philanthropic efforts. As non-profits it is critical to stay ahead of these trends by viewing fundraising through a cultural lens. Reaching out to diverse ethnic and racial backgrounds requires a cultural mind shift. Understand the cultural impacts on fundraising and what you as fundraisers can do to garner support from diverse communities. It is critical to the success of your organization as you learn to better serve your constituents. “Strength in Diversity Equals Strength in Dollars!”


Break Out Sessions I

11 am  - 12 pm

Finding "NEMO": Needs Engagement then Money Offered - or
What Works When Seeking Potential Major Donors

Melissa Brown
Conventional wisdom says people gave when they were asked. Increasingly organizations are finding that people want to be engaged first before being invited as a financial part. But what does that mean? How can a group—especially an organization with a comparatively small staff--engage prospective major donors in a meaningful way?

This interactive session will help you develop a template to guide your organization’s major gift cultivation processes to include volunteer opportunities, roles as advocates and amplifiers, and as a “talent pool” for new ideas. 
One Picture or 1000 Words: How to Harness the Power of Visual Communication
Pilar Arthur-Snead and Kelly McMurray
Photographic Expressions Studio & Gallery, LLC and 2communiqué
In the Capital Region alone, there are well over 1,300 not-for-profit organizations, as well as a plethora of educational institutions, each trying to connect meaningfully with potential consumers, constituents, prospective donors and major philanthropists. How will your message, your story, stand out in an increasingly fast paced, visually connected community? How will your voice rise above the chatter of the crowed market place?

In this presentation, we will help you to understand and utilize visual storytelling techniques as a way to communicate the value and impact of a clearly defined mission, identity and brand. You will learn how to tell your organization’s story and not only drive engagement but also deepen the connection to your constituency through authentic, culturally relevant imagery that reflects a human experience.
Educational institutions and non-profit organizations can harness the power of visual communication to tell their unique story.

Do-It-Yourself Prospect Research for Development Officers
Patricia Quigley
University of Rochester
*Special Session sponsored by the Association of Professional Researches for Advancement*
You need to be on the road for more visits yet you need some information to get started.  Or you’re ready to make an ask but not really sure how much to ask for.  This workshop is designed to provide development officers with the fundamental research strategies and basic resources to quickly access the most important information about your prospect.  We will look at the best ways to find contact information, assets like stock and property, employer information, and relationships, etc.
Break Out Session II
2:15 pm - 3:15 pm
Stewarding the Top of the Pyramid
Mary Solomons
Skidmore College
*Special Session sponsored by the Association of Donor Relations Professionals*
Roughly 5-10% of your institution's donors contribute 90% of the dollars raised each year.  How do you know if you are getting the right touches to the right donors?  In this session we’ll discuss how to partner with prospect management and leadership gifts to provide a holistic approach to donor stewardship.  Hear about how to create customized stewardship plans, personalized outreach, and specialized events for your most important donors.

Managing Social Media with Limited Time and Resources: Where to Focus Energy, How to Create Content, and Measuring Social Media Success without a Tool
Emily Young
Social Media Manager

You hear it all the time, your business has to be on social media.  It’s the place to be.  Well, it’s true.  But how do you dedicate time, resources and money to a channel that you have no clue if it will be profitable, and no way to measure if it is? And where do you even start?  Is it as simple as creating a page or does it require constant staffing?  From someone who lives this day in and day out, learn the basics of managing social media.  Learn where to invest the time and resources to get the most return and how to quantify that returns for your executives.

Legacy Giving – The Tools You Need to Start a Program
Kathie Ziobrowski
Director of Legacy Giving
Saint Peter's Health Parnters
*Special Session sponsored by the Gift Planning Group of Northeastern New York*

Kathie Ziobrowski is currently setting up a legacy giving program for the St Peter's Health Partners five legacy foundations and will walk you through from soup to nuts how to start a program, what you should be focusing on, and bring you examples to work with.  Kathie wants this to be an interactive program so feel free to bring your own examples to share and any questions you might have!

Break Out Session III
3:30 pm - 4:30 pm

A Program on Fund Raising Ethics: If no one would know, would you do it? …
What is your code of Ethics?

Susan Axelrod, CFRE, PFR
Confident Fundraising

As fundraisers, annually we are trusted with hundreds of billions of dollars…with the most intimate relationships-people and their money…with governing issues of organizations that protect the world…and with the legacy of those who came before us in our organizations. How do you measure up? Do you make ethical decisions? Do you act with moral courage?

 “What would you do if”….There are no right or wrong answers in ethics, but are there better or worse answers? In this session, we will review:

  • the Five Universal Principles
  • the Code of Ethical Standards and the Guidelines
  • the Donor Bill of Rights
  • the Ethical Statement of International Principles in  Fundraising

We will also review case studies. This session will be interactive and your questions are encouraged. If you would like to suggest a case study, please contact Susan directly at:

Climb Every Mountain: Facing a board that doesn't want change
Eric T. Shoen-Ukre, CFRE
Alumni Association College of Medicine SUNY Downstate

Sometimes your organization needs to make significant changes in order to better fit your mission, to raise more money, to modernize your administrative services, or to reframe who you are to the public.  One of the biggest challenges when making changes can be the reticence of your board to do something other than what has always been done. 


Eric T. Shoen, CFRE will talk through the steps he has taken to turn around a nonprofit that didn't want to change the way they did things even though it was no longer effective way while maintaining existing program.

Financial Security and Charitable Giving- how you can help your donors give more.
Tiffany Soricelli
Northwestern Mutual
*Special Session sponsored by Women in Development of Northeastern New York

In this session, we will address how a sense of financial security results in increased charitable giving. We will cover proper fact-finding of your donors, relationship development, getting people to "take action", and share additional resources that development professionals can use when working with donors. 

Interested in learning more about our speakers? Visit our DropBox folder with biographies and more 
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Morgan Morrissey
Joe Alfano
Cassie Allen
Laura Alpert
Pilar Arthur-Snead
Pilar Arthur-Snead
Susan Axelrod
Keith Barrows
Keith Barrows
Keith Barrows
Sandra Beer
Eileen Bird
Melissa Brown
Michael Buckley
Michael Buckley
Heather Burdo
Daniel Butterworth
Leah Carroll
Sujata Chaudhry
Nancy Cobb-Zoll
Nancy Cobb-Zoll
Jodryn Conway
Stephanie Corp
Karl Cote
Jenna Cuilla
Rianna Daniels
Karmel DeStefano
Mindy Derosia
Carmen Duncan
Jose Daniel Flores-Caraballo
Gail Hessney
KAREN Hitchcock
Sharon Holbrook-Ryan
Karen Kirstein
Peter Koniuto
Laura Leon
Laura Liebman
Laura Liebman
Marjorie Maniccia
Maureen C McKenna
Briana McNamee
Jessica Moore
Rebecca Morgan
Anne Morrill
Michael O'Hara
Michele O'Hare
Nicole Peterson
Patricia Quigley
Jonathan Richardson
Wendy Saam
Eric Shoen-Ukre
Jessica Smrtic
Mary Solomons
Tiffany Soricelli
Melissa Stephens
Erika Steuer
Ben Stickan
Marcy Stryker
Marcy Stryker
Darlene Suto
Toby Tobrocke
Nancy Van Wie
Ryan Venter
Elizabeth Vitale
Jeff Walton
Rachel Wheatley
Emily Young
Cherisse Young
Kathie Ziobrowski
kelly mcmurray
kelly mcmurray
kelly mcmurray