CSI

March 17, 2017
7:45 am to 2:00 pm

Kent State University at Stark Conference Center

Directions

NEW INTENSIVE WORKSHOP FORMAT LED BY AMERICA’S #1 FUNDRAISER:
Dr. Jerry Panas

Dr. Jerry PanasDr. Jerold (Jerry) Panas is Executive Partner of Jerold Panas, Linzy & Partners—one of the nation’s most highly regarded firms in the field of campaign services and financial resource development. His books are considered the most significant in the field. ASKING is the largest selling in the history of fundraising, and three are considered classics. In 2016, he was voted “America’s #1 Fundraising Expert” in Philanthropy Media. Because of the prominence of the firm and the impact of his writing, there are few who have had a greater influence in the history of the profession.

ABOUT CSI 2017: CSI focuses on the tools needed by development professionals, board members, volunteers and professional advisors to re-focus their efforts on best practices in fundraising.

Participation in CSI 2017 has been approved for up to 3.5 points in the CFRE application for initial certification and/or recertification. Click here for documentation.

click here to register


Registration Deadline: Friday, March 10, 2017
AFP Members: $75 | Non-Members: $120
(lunch included)

Register 4 or more people from the same organization, and all can attend at the member rate!

Reservation/Cancellation Deadline: March 10, 4:00 pm

SPONSORS

AGENDA

24-KARAT

Huntington Seeds for Growth

 

18-KARAT

 

 

16-KARAT

 

 

14-KARAT

ASAP

Glenmoor Country Club

 

10-KARAT

Dot Org Solutions LLC

Jacq Connect

Leave a Legacy
Stark County

Leave a Legacy,
Summit, Portage, Medina

The Massillon Plaque Company

Mature Services

Xact Xpressions

 

7:45 - 8:15

Registration & Continental Breakfast & GOLD GETTER Cards at Vendor Tables

8:15 - 8:30

Welcoming Remarks & BE the CAUSE Campaign

Introduction of Dr. Jerry Panas

8:30 - 9:45

What Makes a Great Fundraiser

During this session we will explore what are the skills, talents, and characteristics that make a truly great fundraiser. What are the qualities that separate the vastly successful ones? Think of yourself. Think of the most effective staff fundraiser you know. We work through an evaluation form which asks you to check those qualities you feel are most important. Based on your assessment, we develop a grid to guide you every step along the way.

9:45 - 9:50

Prize Drawings for BE the CAUSE Campaign

9:50 - 10:10

Networking & GOLD GETTER Cards at Vendor Tables

10:10 - 11:25

What Motivates People to Give

During this session, you will learn what are the most compelling, driving forces that cause a person to give. The session is based on a comprehensive study of donors. An important subset were donors who had made gifts of a million dollars or more –most of them had made many gifts of one million dollars or more. Some of the elements may surprise you, but we found an extraordinary consistency among our study universe.

11:25 - 11:30

Prize Drawings for BE the CAUSE Campaign

11:30 - 11:45

Networking & GOLD GETTER Cards at Vendor Tables

11:45 - 12:45

Your Most Prized Possession: Your Board

If you have an effective board, the organization can soar to new heights. The problem is that most organizations get the kind of board they deserve instead of the kind of Board they should have. In this session you learn the eight elements that transform a good board into a great one.

12:45 - 1:00

Closing Remarks & Prize Drawings for GOLD GETTER Cards

1:00 - 2:00

Lunch

SPEAKER

Dr. Jerry Panas

 

Dr. Jerold (Jerry) Panas has been professionally involved in fundraising and financial resource development for over forty years. His books are considered the most significant in the field. ASKING is the largest selling in the history of fundraising, and three are considered classics. He is idea-rich and high energy, and there are few who have had a greater influence in the history of the profession.

He is Founding Partner of Jerold Panas, Linzy & Partners— one of the nation’s most highly regarded firms in the field of campaign services and financial resource development. The firm has served over 3,800 client-institutions since its founding in 1968. He has been related directly, in a planning or supervisory capacity, to most of its major programs. The roster of institutions include a wide variety of clients in the arts and cultural field, educational institutions, hospitals and medical centers, churches and faith-based institutions, community and social service organizations. In addition to its national recognition, the firm has provided campaign services for the University of Oxford (UK), Forman Christian College (Pakistan), the American Hospital in Paris (France); the American College of Greece (Athens); Nuestros Pequenos Hermanos (Cuernavaca, Mexico)— the largest orphanage in the world; the American British Hospital in Mexico City; and over a hundred organizations in Canada, Australia, and New Zealand.

He is co-founder and chairman of the board of the Institute for Charitable Giving, one of the most significant providers of training in philanthropy. In 2009, he founded the Mexican Institute for Charitable Giving.

In 2013, he received the coveted Lifetime Achievement Award for his contribution to philanthropy and fundraising. In 2011, the Cultural Office of Mexico cited him for his contribution to the nation’s philanthropy.

The 30,000-member AFP presented him with the Chairman’s Award at its 2014 International Conference: “For your extraordinary contribution to the nonprofit sector. Our profession would look very different without your involvement . . . you have influenced philanthropy in a way no other fundraiser has.” The award has been given only 16 times since 1986.

When the Business of Giving magazine listed the top twenty-five fundraisers in the country, Jerry led the list at #1!

In 2016, he was voted “America’s #1 Fundraising Expert” in Philanthropy Media.

He is a Life Trustee of the American College of Greece and a member of the Board of the Council of Independent Colleges. In a recent feature story, a national magazine called him, “the poet laureate of fundraising.”

For more information, visit his website: www.jeroldpanas.com.

 

HANDOUTS

 

 

Jerry Panas Handouts for CSI

Link to eBook: The Irrefutable Canons of Fundraising

Book order Form

Resources from Jerold Panas, Linzy & Partners

To sign up for Dr. Panas' eNewsletters: email ideas@panaslinzy.com

 

o

 
Ten Star Gold Chapter

AFP Northeast Ohio Chapter | © 2015-2017 AFPNEO. All rights reserved.

Kristie Woods, President | kwoods@stllc.org
PO Box 1286, Bath OH 44210 | 330-329-2472 | Fax 330-315-0399 | info@AFPNEO.org

Designed & hosted by Jacq Connect

Friends of Diversity Award