CSI

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

The University Center -
Kent State University at Stark

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 will be 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
Early bird savings! Register by March 15 for a $10 discount!

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!

SPONSORS

AGENDA

ATOMIC

Huntington Seeds for Growth

KINETIC

 

THERMAL

 

ELECTRIC

Totally Cooked Catering

MAGNETIC

Health Philanthropy Services Group

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 - 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, CFRE, APR  
Barbara Harrington
Barbara Harrington
 
Laura MacDonald
Laura MacDonald, CFRE
 
Dan Shephard
Dan Shephard
 
Dave Tinker
David Tinker, CFRE
 

 

 

 

 

 

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