CSI

April 22, 2016
7:45 am to 2:00 pm

Kent State University at Stark, Conference Center

Directions

Jay FrostKeynote Speaker
Jay Frost
Senior Partner -
Jerold Panas, Linzy & Partners

Stand Out!

Is your daily work bringing you closer to your big hairy audacious goal? Do you need a big dream reboot? In the battle for our most precious resource and nonrenewable resource — time — knowing what we want may be our most important consideration. Jay will lead an exploration to rediscover our biggest dreams, confront our darkest fears, and push beyond the daily obstacles and temporary economic setbacks to shine at the office and beyond!

ABOUT CSI 2016: CSI focuses on the tools needed by development professionals, board members, volunteers and professional advisors to reboot and energize for fundraising success.

Participation in CSI 2016 is applicable for up to 3.25 points in the CFRE application for initial certification and/or recertification.

click here to register


Registration Deadline: Friday, April 15, 2016
AFP Members: $75 | Not-Yet-Members: $120 ... (lunch included)

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

CSI has been approved for 3.25 CFRE credit hours; click here for documentation

SPONSORS

AGENDA

ATOMIC

Huntington Seeds for Growth

THERMAL

Kent State University

ELECTRIC

BCG & Company

Canton Data Print, Inc.

Glenmoor Country Club

PowerMedia

Totally Cooked Catering

MAGNETIC

Haines Direct

Health Philanthropy Services Group

Jacq Connect

Leave a Legacy -
Stark County

Leave a Legacy -
Summit, Portage, Medina

Massillon Plaque Company

 

7:45 - 8:15

Registration & Continental Breakfast & Voltage Cards at Vendor Tables

8:15 - 8:30

Welcoming Remarks & BE the CAUSE Campaign

8:30 - 8:45

Voltage Cards at Vendor Tables

8:45 - 9:45

Breakout Session 1 - select one ....

1A: Power Prospecting: Finding Your Major Gift Opportunities for the Future
Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners

One of the greatest challenges for every nonprofit is attracting individuals with the capacity to give a major gift. In "Power Prospecting," Jay will explore how to find the top wealth holders within your constituency, throughout your community, across the country, and around the world. Whether you are embarking on a capital campaign or just trying to expand your private philanthropic support, this workshop will prepare you to identify people who can make your mission possible.

1B: Plugging into Ethical Fundraising with Social Media and Technology
David Tinker, CFRE - Vice President of Advancement, ACHIEVA

With the continued increasing presence of social media, we as fundraisers and nonprofit leaders are being faced with new ethical conundrums. One cannot simply use social media without thinking about the ramifications of each and every word, picture, and hashtag. In this highly interactive session, attendees will learn about ethical considerations when using social media and technology in their fundraising and how it applies to the AFP Code of Ethics.

1C: Energize Your Ask with the Two-Part Conversation
Mindy Aleman, CFRE, APR - Assistant Vice President, Kent State University Center for Gift & Estate Planning and Dan Shephard, CFRE - Principal, The Shephard Group

Don’t ask for contributions—ask for conversations! Energize your prospective donors by inviting them to participate in designing their own charitable gift plans. Learn the two components of virtually any charitable gift plan— for WHAT the gift will be designated and HOW it will be structured. Learn the questions that identify gift motivation and that help you gauge gift capacity. Practice with skills-based exercises you can take home to improve the discovery, assessment, cultivation, and solicitation skills you need to succeed.

9:45 - 10:00

Voltage Cards at Vendor Tables

10:00 - 11:00

Breakout Session 2 - select one ....

2A: Power Prospecting: Finding Your Major Gift Opportunities for the Future
Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners

One of the greatest challenges for every nonprofit is attracting individuals with the capacity to give a major gift. In "Power Prospecting," Jay will explore how to find the top wealth holders within your constituency, throughout your community, across the country, and around the world. Whether you are embarking on a capital campaign or just trying to expand your private philanthropic support, this workshop will prepare you to identify people who can make your mission possible.

2B: Why Today's Tactics Won't Work with Tomorrow's Donors
Laura MacDonald, CFRE - President, Benefactor Group

While Baby Boomers dominate today's charitable giving environment, Generations X and Y exert increasing influence—from social media to hands-on engagement. How can your organization maximize involvement and support from each generation? We will explore the demographic trends reshaping fundraising’s future AND present realities influencing current fundraising success, focusing on how best to respect and engage these donors with an emphasis on authenticity and integrity.

2C: New Rules to Engage Corporate Sponsors
Barbara Harrington - CEO, Sponsorship Plus

Many nonprofits simply apply philanthropic strategies to engage corporate sponsors. Yet the decision-makers’ motivation, goals, and measurements are different from department to department. Understand how your “ask” needs to change for marketing, sales, human resources, community relations or foundation staff perspectives. Improve sponsorship outcomes – more efficient prospecting, increased participation, longer-term commitments, and ultimately more dollars raised to help fulfill your mission – by following the Integrated Sponsorship Path model.

11:00 - 11:15

Voltage Cards at Vendor Tables

11:15 - 11:30

Introduction of Keynote Speaker
Vivian Hairston - Vice President, Personal Trust Portfolio Manager, Huntington Bank

11:30 - 12:45

Keynote: Stand Out!
Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners

Is your daily work bringing you closer to your big hairy audacious goal? Do you need a big dream reboot? In the battle for our most precious resource and nonrenewable resource — time — knowing what we want may be our most important consideration. Jay will lead an exploration to rediscover our biggest dreams, confront our darkest fears, and push beyond the daily obstacles and temporary economic setbacks to shine at the office and beyond!

12:45 - 1:00

Closing Remarks & Prize Drawings for BE the CAUSE Campaign and Voltage Cards

1:00 - 2:00

Lunch

SPEAKERS

Jay Frost
Jay Frost

 

Jay Frost has been described by industry leaders as “a beacon of light and inspiration in the increasingly critical field of international fundraising and philanthropy” and “a consummate professional whose expertise across several disciplines in the fundraising and nonprofit sectors make him a valued speaker and consultant.”

Jay is an active industry leader, educator, and author. He speaks frequently at local, national, and international conferences on wealth and philanthropy, fundraising research, social media, and transnational giving.

In his current position as Senior Partner with Jerold Panas, Linzy & Partners, Jay brings over 25 years’ experience in discovering and exploring major fundraising opportunities for thousands of nonprofits. He has played a leadership role in several companies providing donor research and analysis for the fundraising world. These include serving as President/CEO at FundraisingInfo.com, Chief Strategy Officer at WealthEngine, and President/CEO at WealthID. Jay was also Vice President and Director of Global Philanthropic Markets and Wealth Training at Thomson Financial Wealth Identification.

He is the author of chapters in Across Frontiers: Educational Fundraising and Globalisation, International Fund Raising for Not-for-Profits, Emerging Civil Society in the Asia Pacific Community, and The American Prospector: Contemporary Issues in Prospect Research.

Jay is also a former member of the CASE Industry Advisory Council and a past national board member and Metro DC Chapter President of the Association of Professional Research for Advancement (APRA).

 

Mindy Aleman
Mindy Aleman, CFRE, APR

 

A member of Kent State University’s Institutional Advancement team since 1999, Mindy Aleman joined the Center for Gift & Estate Planning in 2005 and was promoted to Assistant VP in 2015. A seasoned fundraiser, Mindy has led successful campaigns for the Kent State University Museum and School of Fashion Design and Merchandising, the College of Business Administration, the College of Arts and Sciences, and the Cleveland Urban Design Collaborative. 

Mindy is active in the Northern Ohio Planned Giving Council, the Partnership for Philanthropic Planning, and the Council for the Advancement and Support of Education. She is a Certified Fund Raising Executive and accredited in public relations. Mindy provides training through Gift Planning seminars and has authored articles for national gift planning publications.

Barbara Harrington
Barbara Harrington

 

Barbara Harrington, founder of Sponsorship Plus, has created and implemented ethical sponsorship programs for scores of clients in markets across the country from Big Brothers Big Sisters in Pennsylvania to the Indianapolis Museum of Art to the Minnesota State Fair. Clients often credit her Integrated Sponsorship Path as the key to aligning real-world solutions for sustainable sponsorship success. She works closely with clients to create sponsorship programs that deliver results to the organization as well as drive sales for corporate decision-makers.

Barbara is part of Bank of America’s prestigious Connecting Leaders to Learning National Speakers Series and has published three sponsorship books: The Essential Sponsorship Toolkit, The Essence of Sponsorship, and Advance Sponsorship Sales.

Laura MacDonald
Laura MacDonald, CFRE

 

Laura MacDonald, President of Benefactor Group, is a Certified Fund Raising Executive with more than 25 years' experience in nonprofit leadership, fundraising, and philanthropy. She has served as the vice president and creative director of a national fundraising firm and chief development officer in arts and higher education.

In 1999, she established a consulting firm to serve the needs of those who serve the common good®: nonprofit institutions, donors, and civic leaders. Benefactor Group is currently working with arts, culture, and educational institutions; human service organizations; and others working to improve the quality of life. The firm she established has served more than 200 clients, ranging from big ten universities and global NGOs to start-up community organizations.

Prior to establishing Benefactor Group, Laura was Chief Development Officer at The Ohio State University’s Wexner Center for the Arts where she helped the organization secure its largest-ever corporate sponsorship and foundation grant and highest membership. During her tenure, she also served as a senior development officer in the University’s $1.2 billion capital campaign.

She is a frequent speaker at local, regional, and national conferences and has written articles related to advancement and philanthropy. She chairs the editorial review board for Giving USA: The Annual Report on Philanthropy, the seminal publication reporting on the sources and uses of charitable giving in the United States. She is a member of the Association of Fundraising Professionals and was named the Central Ohio Chapter’s “Fundraising Professional of the Year” in 2007.

 

Dan Shephard
Dan Shephard, CFRE

 

Dan Shephard is Principal of The Shephard Group, which provides training and consulting services focusing on the skillsets most valuable to frontline fundraisers. Dan knows from personal experience the value to the major gift planner of being equipped with both the competence and the confidence to engage a potential donor in a discussion that will result in a significant gift commitment.

Dan has served as Planned Giving Director for the Florida State University Foundation, Director of Development for the Pamplin College of Business at Virginia Tech, Director of Gift Planning for The Citadel Foundation, and Director of Development for the Chase College of Law at Northern Kentucky University. 

He is the author of Charitable Choices – How to Avoid Donor’s Remorse

Dave Tinker
David Tinker, CFRE

 

Dave Tinker is Vice President of Advancement at ACHIEVA and is an adjunct professor of informatics at Muskingum University’s Master of Information Strategy, Systems and Technology program. He is a Certified Fund Raising Executive as well as a certified AFP Master Trainer. He received the Outstanding Fund Raising Executive Award from the AFP Western PA chapter in 2013. 

Dave is a past president of the AFP Western PA chapter and has served in many volunteer roles for AFP International and his own chapter, where he is currently the Vice President of Resources. He has spoken internationally on technology and fundraising and has had numerous articles published in professional journals.

Dave not only received a Master of Public Affairs with a concentration in Nonprofit Management from the Lilly Family School of Philanthropy at Indiana University, but has also since written curriculum for the school.

 

HANDOUTS

 

 

1A: Power Prospecting: Finding Your Major Gift Opportunities for the Future
1B: Plugging into Ethical Fundraising with Social Media and Technology
1C: Energize Your Ask with the Two-Part Conversation Breakout Session

2A: Power Prospecting: Finding Your Major Gift Opportunities for the Future
2B: Why Today's Tactics Won't Work with Tomorrow's Donors
2C: New Rules to Engage Corporate Sponsors

 

   
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