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THURSDAY, MAY 20, 2010
Sheraton Providence Airport Hotel
1850 Post Road, Warwick, RI



2010 FUNDRAISING DAY
ANNUAL CONFERENCE
                                       For Southern New England
                                    This Conference is for…
                                    n DEVELOPMENT DIRECTORS                     n GRASSROOTS & VOLUNTEER
                                                                                  FUNDRAISERS
                                    n ExECUTIVE DIRECTORS
                                                                                n OTHER NON PROFIT
 570 Broad Street, Ste. 102         n BOARD MEMBERS                               PROFESSIONALS …
   Providence, RI 02907
                                    This conference will benefit those connected to the non-profit sector who
         (401) 461-3863
       Email: info@afpri.org
                                    want to maximize their philanthropy potential. This high-quality program
        Web: www.afpri.org          will provide attendees with tactics that can be implemented immediately.
                                                visit www.afpri.org to register and for more information




      Permit No. 82                                  570 Broad Street, Ste. 102 Providence, RI 02907
      Providence, RI
     U.S. Postage Paid
      Nonprofit Org.
SCHEDULE AT A GLANCE
Fundraising day Program (8:00AM – 6:00PM)
                    traCk #1:                   traCk #2:                   traCk #3:                 traCk #4:
                    Relationship Building       Asking for the Gift         Creating a                Building a Worthy
                                                                            Philanthropic Culture     Organization

7:30am                          registration & refreshments in exhibitor section
session i           how to Build the            the art of Closing          transforming your         adapting to the new
8:00AM – 9:15AM     Perfect donor               major gifts                 leadership in to          normal
                    newsletter                  Usha Pashi                  Fundraisers               Deb Linnell
                    Tom Ahern, ABC                                          Nisia Hanson, ACFRE

9:15am            30 minute networking Break - visit the exhibitor section and resource Center
9:45am                        morning Plenary: Christopher Lydon, RadioOpenSource
                                         Creating virtual Community
10:45am           15 minute networking Break - visit the exhibitor section and resource Center
session ii          developing                  the recipe for an           Creating a Fund           you Can’t succeed
11:00AM-12:15PM     relationships that last a   effective direct response   development Plan that     without the right
                    lifetime                    Fundraising Program         Produces ownership        People: secrets from
                    Patricia Keenan, CFRE       David Hazeltine and         and results               each side of the search
                                                Erica Waasdorp              Darrell Byers             table
                                                                                                      Laura Gassner Otting and
                                                                                                      Tracy Welsh
12:30Pm               lunch - 2010 Fundraising Professional of the year award Presentation
session iii         Promising Practices:        special events that         the role of the           measuring up: the
2:00Pm – 3:15Pm     engaging diverse            raise gobs of money         development director      urgency of assessing
                    Communities                 and deepen donor            Beyond Fundraising        your impact in order
                    Mary-Kim Arnold and         relationships               Simone P. Joyaux, ACFRE   to stay Funded
                    Peter Hocking               Anne W. Garnett                                       Gayle L. Gifford, ACFRE

3:15Pm            15 minute networking Break - visit the exhibitor section and resource Center
3:30Pm             afternoon Plenary: Panel of national funders moderated by Nzinga Misgana
                                       a Conversation with the Funders
5:00Pm                                 networking reception & Certificates


grassroots evening Program (5:00PM – 8:30PM)

4:30Pm                    registration begins for the grassroots Program

5:00Pm                    Dinner & Speaker Building your nonprofit: lessons from a Founder
                          Eleanor “Candy” Brown-McSwain, MSW, Destiny House
6:10Pm                    identifying key Prospects and      Building Blocks for strategic    10 steps to winning a grant
                          Creating supporters for your       Communications and media         Anita Robertson
                          grassroots effort                  Plans
                          Betsy Grenier                      Karen Jeffries

7:20Pm                    identifying key Prospects and      Building Blocks for strategic    10 steps to winning a grant
                          Creating supporters for your       Communications and media         Anita Robertson
                          grassroots effort                  Plans
                          Betsy Grenier                      Karen Jeffreys

                         2010 Fundraising Day Annual Conference for Southern New England
Workshop Sessions i
                                                          8:00 a.m. – 9:15 a.m.
track 1:                                                                     track 3:
relationshiP Building                                                        Creating a PhilanthroPiC Culture
  How to Build the Perfect Donor Newsletter, Snail and Email                   If Not YOU, Then Who?
  Tom Ahern, ABC, President, Ahern Communications, Ink.                        Transforming Your Leadership into Fundraisers
                                                                               Dionisia “Nisia” Hanson, Chief Philanthropy Officer,
Do donors really want a newsletter? “Absolutely,” research says. Yet           Southcoast Health System, Fall River, MA
most donor newsletters die unread. Why? Join award-winning journalist,
Tom Ahern, for a fast, in-depth look at the secrets behind great donor       How do you build a philanthropic culture? How can you lead your
newsletters. You’ll learn proven formulas for both paper newsletters and     CEO, board and staff into active fundraising? In this session, you’ll
e-newsletters. You’ll learn how to craft a powerful headline (and why        discover how to unleash the untapped philanthropic potential of your
that matters). You’ll learn how to invent news when you think you have       organization. Learn how to shift people from their hands-off “it’s
nothing to say. One hospital that followed the advice in this workshop       your job” mindset to an enthusiastic heart connection that shouts, “I
went from $5,000 to $50,000 in gifts per issue, and the advice works         want to make a difference!” Explore real world examples and learn to
just as well for small organizations.                                        overcome the roadblocks that prevent your team from participating in
                                                                             philanthropy. Take home great handouts!
 Tom is one of North America’s leading authorities on donor commu-
nications. His practical, tips-filled e-newsletter is read and reprinted     Nisia has extensive experience in the nonprofit and for-profit sectors,
internationally.                                                             creating and presenting workshops and working with clients in the U.S.
                                                                             and internationally. An AFP RI Chapter Outstanding Fundraising Execu-
 Each year, Tom delivers dozens of workshops on the techniques of (and       tive of the Year, Nisia’s workshops are always in demand. As Chief
psychology behind) successful fundraising communications. In 2009,           Advancement Officer of the Boys & Girls Club of Pawtucket (RI), Nisia
CASE named him a “Faculty Star,” acknowledging the unusually high            led the effort to reengineer the board, created an endowment program
ratings his workshops receive. He has also authored four popular how-to      and major gifts campaign and instituted strategic planning. She served
books on donor communications.                                               as Vice President of Development and External Affairs at Easter Seals
                                                                             RI, Director of Development of St. Mary Academy-Bay View, and Field
 Tom’s national consulting practice works with dozens of clients             Service Consultant for Boys & Girls Clubs of America.
annually across North America helping them improve their donor
income and retention. His specialties include bequest marketing; direct
mail; newsletter interventions; case statements for big-ticket campaigns;    track 4:
and communications audits.                                                   Building a worthy organization
                                                                               Adapting to the New Normal
                                                                               Deborah Linnell, Director of Programs, Third Sector New England
track 2:
asking For the giFt                                                          How will your nonprofit accomplish its mission and organize to fund-
  The Art of Closing Major Gifts                                             raise, govern and manage after the “great recession?” With state and fed-
  Usha Pasi, Chief Development Officer,                                      eral deficits predicted for the next generation or more, what will be the
  Facing History and Ourselves, Brookline, MA                                new norms for nonprofits? What parts of those norms can you influence
                                                                             as positive new ways of functioning and reaching community impact?
 The most critical time in individual giving is between solicitation and     Deb will show you how building adaptive organizations that are fluid,
closure. Learn how to close major and principal gifts. Topics include        networked and generative about the change they seek will be key.
how to follow up, how to engage leadership and volunteers, ways to
 create a sense of purpose and urgency, and how to listen to and respond     Deb has over twenty-five years of experience in the nonprofit sector as
to donor expectations.                                                       a consultant to philanthropic institutions, evaluator, nonprofit executive
                                                                             director and board member. Deb joined Third Sector New England in
 Usha has worked in the field of development for 25 years and has held       2003 and is currently the Director of Programs. Linnell is the lead author
leadership positions in major gifts at Yale University and the Museum of     of the Executive Director’s Guide The Guide for Successful Nonprofit
Fine Arts in Boston. In addition, she led foundation relations at Yale and   Management and Evaluation of Capacity Building: Reflections from the
served as a consultant for Stanford in this area. Currently, she leads the   Field and is a frequent contributor to The Nonprofit Quarterly.
development effort at Facing History and Ourselves, a 33-year old non-
profit in Brookline, Massachusetts. She serves on the board of Women
In Development of Greater Boston and the Association of Fundraising
Professionals




                                     2010 Fundraising Day Annual Conference for Southern New England
Workshop Sessions ii
                                                        11:00 a.m. – 12:15 p.m.
track 1:                                                                     track 3:
relationshiP Building                                                        Creating a PhilanthroPiC Culture
  Til Death Do Us Part: Developing Relationships That Last a Lifetime          Creating a Fund Development Plan that Produces Ownership and Results
  Patricia Keenan, CFRE, Chief Development Officer, YWCA Boston                Darrell Byers, Vice Chancellor of University Advancement, University of
                                                                               Massachusetts, Boston
Two couples begin giving large gifts to your charity at about the same
time. Within five years, the giving of both couples grows from four to       The role of a fundraiser is one of the most visible and important posi-
six figures. Ten years later one couple makes a bequest and the other        tions in any nonprofit. Developing a fundraising plan that engages your
stops giving. What happened? Join this interactive workshop to find out      key constituents is critical to the success of any organization. This ses-
why. Examine effective cultivation and stewardship. Learn from real          sion explores how to develop comprehensive plans in annual fund, ma-
successes and failures. Walk away with a few keys to making and keep-        jor gifts, and board relations. We’ll talk about how proper development
ing strong relationships over time, regardless of gift size. Bring your      of these key areas will increase morale within your staff, co-workers
own challenges to discuss.                                                   and key volunteers – and make you the hero in your organization.

Patti joined YWCA Boston in May 2008, and has 25 years of fundrais-          Prior to joining UMass, Darrell held leadership positions at WGBH,
ing and not-for-profit management experience. Patti previously served        Harvard Graduate School of Education, Georgetown University Medi-
as Vice President, Principal Gifts at the United Way of Massachusetts        cal Center, and Norwood’s Caritas Hospital. He serves on the Board of
Bay where she directed major gift strategy and managed a portfolio of        Overseers at Children’s Hospital Boston, the WGBH Corporate Execu-
six and seven figure donors. She’s worked in a wide variety of develop-      tive Council and the AFP Massachusetts Chapter. Darrell co-founded the
ment offices including City Year, WGBH, American Cancer Society,             Advancement Institute at UMass Boston and the City Mission Society
and Brown University.                                                        of Boston. In 2009, Darrell received the CASE District 1 New England
                                                                             and Eastern Canada Eleanor Collier Award, which is presented to an in-
A graduate of the College of the Holy Cross, Patti volunteers for the        dividual whose contribution to his/her organization and to the profession
Women’s Cancer Executive Council of the Dana Farber Institute, Mir Pace      reflect honor on CASE, education, and fields of professional expertise.
International and Our Lady of Sorrows Catholic Church of Sharon, MA.

                                                                             track 4:
track 2:                                                                     Building a worthy organization
asking For the giFt                                                            You Can’t Succeed Without the Right People:
  The Art, the Science, and the Results: the Recipe for an Effective           Secrets from Each Side of the Search Table
  Direct Response Fundraising Program                                          Laura Gassner Otting, President and Tracy Welsh, Vice President,
  David Hazeltine, VP, Fundraising and New Business Development,               Nonprofit Professionals Advisory Group
  DMW Direct
  Erica Waasdorp, VP Fundraising, DMW Direct                                 In this engaging and interactive workshop, you’ll learn how to apply
                                                                             the same techniques you use in fundraising to your search for the best
Whether you are a beginner or advanced fundraiser, a board member or         fundraisers and other talent for your organization. (Or to promote your-
a volunteer, this workshop will show you how to produce results through      self into your next position). Learn how to sound the market, build your
direct mail and online annual giving, membership and monthly giving          case, leverage key stakeholders and champions, qualify and cultivate
campaigns. Sharing their experience from both sides of the desk, our         new opportunities, steward relationships and close the deal – all in
two 20+ year direct response experts will present basic and advanced ex-     pursuit of a candidate or position that is the best fit for you or your orga-
amples from small and mid-size nonprofits, all aimed at generating results   nization. And this works for board recruits, too!
and a healthy return on investment. See samples of print and email. Get
into the conversation by bringing your mail pieces with you.                 Before founding Nonprofit Professionals Advisory Group, Laura served
                                                                             as senior vice president of ExecSearches.com and as a vice president at
Winner of several direct mail and fundraising awards, David focuses on       Isaacson, Miller, one of the most respected nonprofit executive search
campaign strategy, creative and production, and new business develop-        firms in the US. A presidential appointee to the White House Office of
ment. His clients include numerous organizations in higher education,        National Service, Laura also served as a program officer for the Cor-
membership, healthcare, human and social services and more. He               poration for National Service and on the Clinton/Gore Transition Team
speaks regularly for organizations like CASE, AFP, and DMA.                  and 1992 Election Team. Laura sits on the boards of Camp Starfish
                                                                             and Newton Montessori School, is the immediate past chair of Strong
Erica focuses on strategy, execution and evaluation of direct mail pro-      Women, Strong Girls, and author of Change Your Career: Transitioning
grams for annual and monthly giving, acquisition and donor retention.        to the Nonprofit Sector.
A frequent speaker, Erica also serves as writer, editor and advisory for
various direct marketing and fundraising publications. She serves as         An executive search consultant who works with both mission- and
Interim CEO for the Dutch Stichting Wereld Nood Hulp and French              market-driven organizations, Tracy has unique insight into the interre-
Secours Mondial d’Urgence.                                                   lationship of corporate, academic, and nonprofit sectors; knowledge of
                                                                             diverse funding sources (private, venture, government) and their impact
                                                                             on economic, social, and cultural vitality. Before her current position,
                                                                             Tracy served as a Managing Associate at Isaacson, Miller where she fo-
                                                                             cused on cabinet and director level positions in private philanthropy and
                                                                             external relations across higher education, healthcare, human services,
                                                                             and advocacy organizations.


                                        Get the lastest information and register online at www.afpri.org
Workshop Sessions iii
                                                         2:00 p.m. – 3:15 p.m.
track 1:                                                                     track 3:
relationshiP Building                                                        Creating a PhilanthroPiC Culture
  Promising Practices: Engaging Diverse Communities –                          You’re More Than a Fundraiser – But What Exactly?
  Gender, Generation, Ethnicity, Sexual Identity                               Simone P. Joyaux, ACFRE, Joyaux Associates
  Mary-Kim Arnold, Executive Direcator,
  Rhode Island Council for the Humanities                                    You’re more than a fundraiser. You have to be! But what exactly is
  Peter Hocking, Director of the Office of Public Engagement,                “more”? What’s the development director’s role beyond fundraising?
  Rhode Island School of Design                                              How about things like: part of the senior management team, giving
                                                                             feedback about program, evaluating organizational effectiveness. Do
We all recognize the importance of cultivating and stewarding relation-      you have the guts to be all this and more? Will they – you know, your
ships with our constituencies and stakeholders. But how do we ensure         boss and the board – let you be more? And how does all this help your
that our strategies reflect a genuine understanding of the needs and         success in fundraising? Join the conversation about your other roles,
perspectives of diverse communities? Diversity in philanthropy is an         skills you need, and how to get them. We’ll outline strategies for you to
evolving area, but the body of research is growing. We will discuss case     take on your true leadership role and rightful position.
studies of outreach efforts and engagement efforts from a range of orga-
nizations, and share resource lists, tools and “promising practices.”        Simone is recognized internationally as one of the most thoughtful, in-
                                                                             spirational, and provocative leaders in the philanthropic sector. She’s an
Mary-Kim first addressed diversity in philanthropy as a volunteer for        expert in fund development, strategic planning, and board development.
Brown University’s nascent affinity groups for alumni of color and           Simone teaches philanthropy at the university level and presents at con-
later as the first director of its engagement and fundraising programs.      ferences around the world. Her books, Keep Your Donors: The Guide to
While at Brown, Mary-Kim led the creation of the first Alumni of Color       Better Communications and Stronger Relationships and Strategic Fund
Campaign Committee. Mary-Kim was chosen to participate in the                Development: Building Profitable Relationships That Last, receive rave
inaugural Minority Advancement Institute, convened by the Council            reviews. She’s also written chapters in Philanthropy in 7 Words and The
for the Advancement and Support of Education (CASE) in 2006. She is          Fundraising Feasibility Study. Simone’s weekly blogs and bimonthly
immediate past Chair of the Women’s Fund of Rhode Island.                    e-news provide professional tips as well as personal rants.

Pete previously served as Director of the Howard R. Swearer Center for
Public Service and Associate Dean of the College at Brown University.        track 4:
Pete worked to develop innovative university-community partnerships,         Building a worthy organization
undergraduate research opportunities, social entrepreneur projects, and        Do You Know What’s Working?
to integrate community-based learning with the academic curriculum.            The Urgency of Assessing Your Impact to Stay Funded
Pete has worked with dozens of nonprofit organizations as a partner,           Gayle L. Gifford, ACFRE, President, Cause and Effect
board member and strategic planning leader. In addition to his commu-
nity practice, he is a working artist, teaches several courses at RISD and   In these tough financial times, can you justify your fundraising return
is a part-time faculty member at Goddard College.                            to cost? What ranking will the new crop of online evaluators give
                                                                             your nonprofit for its mission effectiveness? What answer do you give
                                                                             prospective donors when they ask for evidence of your societal impact?
track 2:                                                                     Like it or not, measurement is directly linked to your fundraising suc-
asking For the giFt                                                          cess. In this workshop with the person who caused Guidestar to amend
  Special Events that Raise Gobs of Money and Deepen Donor Relationships     their Haiti relief listings, you’ll explore the basics of measuring results,
  Anne W. Garnett, Consultant                                                get introduced to the most influential online rating systems, learn what
                                                                             social investors are looking for and receive practical steps to help you
Explore the wonderful, wacky world of special events, focusing specifi-      and your leaders prepare. Expect a lively exchange on a topic as contro-
cally on how to raise serious money and strengthen vital relationships.      versial as this one.
This fast-paced, interactive session invites full audience participation.
We’ll study events that net over $150,000, generate additional major         Gayle is an in-demand consultant for building nonprofit capacity in
gifts, and woo and wow important volunteers, prospects and even ce-          governance, leadership, visioning, system analysis, strategic thinking,
lebrities. Together, we’ll examine what works, what doesn’t and target       and fund development. She challenges convention and shares nonprofit
keys to success: vision, chutzpah and the ability to engage and motivate.    advice and insight at The Butterfly Effect www.ceffect.com and on
Bring your stories, suggestions and questions.                               Twitter @gaylegifford. Gayle is a regular columnist for Contributions
                                                                             Magazine and author of How are We Doing? A 1-hour guide to evaluat-
Since 2005, Anne has been a nonprofit consultant, with an expertise in       ing the performance of your nonprofit board.
land trusts. She is a fund development and communications expert who
has extensive experience designing and executing special events. Clients     Gayle teaches organization development in master’s programs at Brown
include the Land Trust Alliance, Preservation Society of Newport County      University and Simmons College. Cause & Effect Inc. works with
and International Tennis Hall of Fame. Previously, Anne was Executive        nonprofits and public sector agencies committed to building better com-
Director, Aquidneck Land Trust; Senior Managing Director, Rhode Island       munities and a better world.
Zoological Society; and Director of Development, Save The Bay where
she created blockbuster special events. Her work and experience were
highlighted in a recent article, “Fearless Fundraising”, written by Gayle
Gifford, ACFRE, for Contributions magazine, June 2009.



                                     2010 Fundraising Day Annual Conference for Southern New England
All included in your Fundraising Day Conference Registration…

morning Plenary:
Creating virtual Community                                    9:45-10:45
  Christopher Lydon, RadioOpenSource
                                                                                          2010 Fundraising
Journalist, polymath* and just a curious guy, Christopher has been                        Professional of the Year
creating community in virtual space for over three decades. You
can hear Chris’s compelling conversations on blog and podcast at
RadioOpenSource.org. A former New York Times journalist and news                          Each year the Rhode Island Chapter
anchor at WGBH Boston, from 1994-2001 Chris pioneered a new                               of the Association of Fundraising
style of syndicated talk radio at The Connection on WBUR, where he                        Professionals (AFP-RI) selects and
built a devoted international audience that helped to significantly lift                  honors one fundraising executive for
the annual budget for his nonprofit public radio host. A master of con-                   his/her outstanding contributions to
versation, we have asked Chris to share with you some of what he’s
                                                                                          the fundraising profession and the
learned including the art of the interview, the advantages of insatiable
curiosity and how to build engaged community with new media.                              community. The 2010 Award will be
                                                                                          presented during lunch at the Annual
                                                                                          Fundraising Day Conference.
*Polymath: a person of great and varied learning (thefreedictionary.com)


afternoon Plenary:
Conversation with Funders                                      3:30-5:00
  Moderated by Nzinga Misgana

Join this intriguing conversation with not the usual funding suspects
such as: MetLife, Target, Lowes, Walmart, BJ’s and more! You will
gain important insights that can help your organization. Find out                         Networking and
what funders really think. We’ will ask funders to answer questions
like: What do you see as the top issues facing our community that                         Resource Center
funders must help address? What role does leadership of the non-
profit play in your funding decisions? When / why would you give                          Making connections and finding
outside your guidelines? What do you think are the critical charac-                       resources are often the most difficult
teristics of an excellent nonprofit? And more!
                                                                                          part of non-profit work. The AFP-RI
Nzinga has worked in the nonprofit sector for more than 25 years.                         Conference Committee recognizes
She most recently directed New Roots Providence, a program of                             that and is happy to present for the
The Providence Plan that provides training, grants, and technical as-                     first time, the AFP-RI Resource Cen-
sistance to faith-based and community-based organizations in Rhode                        ter to conference attendees. Visit the
Island. Since 2005, New Roots has served hundreds of organizations                        Resource Center to get a private one-
and has attracted more than five million dollars in funding. Before
                                                                                          on-one consultation with a CFRE,
helping to found New Roots, Nzinga was an organizational consul-
tant for national and local clients. Nzinga holds a Master’s Degree in                    learn about the latest and greatest
Community Economic Development from Southern New Hampshire                                books and on-line tools, or learn
University and a Bachelor’s degree in African and European History                        how to best work with a designer or
from Brown University.                                                                    a printer. The Resource Center will
                                                                                          be located near the exhibitor space in
                                                                                          order to maximize the flow of infor-
This plenary session is available as an a la carte item.                                  mation and to optimize networking
We understand the busy lives of non profit professionals. Attend this                     opportunities.
plenary session and the networking reception immediately following
for only $49



                                           Get the lastest information and register online at www.afpri.org
GRASSROOTS EvENiNG
                      Co-sponsored by New Roots Providence and AFP Ri Chapter

5:00 – 6:00 P.m. dinner and sPeaker:

Eleanor (Candy) Brown-McSwain, MSW built Destiny House from just her passion and determination to a $100,000 organization with a
2-person staff, 12-person board, and 50 volunteers. Destiny House fulfills a dream: a domestic violence organization that specifically serves
communities of color. Candy will share how she learned to be an executive director and nonprofit professional, and how her organization and
mission benefited as a result.

As a survivor of physical and emotional abuse, Candy founded Destiny House to help other victims. She began her work in domestic
violence as a volunteer in Rhode Island’s first, court-based Temporary Restraining Order Office in 1989. Candy holds a Master’s Degree in
Social Work from Rhode Island College and most recently was the recipient of the Marguerite Beaubien Award for Community Service from
the Urban League of Rhode Island and The 2009 Local Hero Award from Bank of America.



    grassroots Program PartiCiPants Can attend two oF the three workshoPs Featured Below:

Finding & Pulling the thread: identiFying key                              10 stePs to winning a grant
ProsPeCts and Creating suPPorters For your                                 Anita Robertson, The Grants Goddess, Inc.
grassroots eFFort                                                          This workshop provides an overview of the steps you must take
Betsy Grenier, Hannah Street Consulting                                    to create competitive proposals; and how your proposal fits into
                                                                           the entire process of winning a grant – from identifying appropri-
Where do you start to develop a core constituency of supporters            ate funders, to establishing relationships, to developing fundable
to underpin your new, fledgling or growing charitable endeavor?            programs and organizations.
Learn to assess your pool, identify potential opportunities within
it and/or find the path beyond your donor base to begin building a         Anita founded The Grants Goddess, Inc. in 2000, after almost 20
group of loyal, repeat supporters.                                         years in non-profit management and development. Her experi-
                                                                           ence ranges from instituting a new business model at a childcare
Betsy will take participants start to finish through identifying pros-     center that was deeply in debt, to managing $22 million in grants
pects, introducing the charity, engaging the potential donor, securing     and contracts for Catholic Charities of Boston. Since founding her
a gift and stewarding the donor. This session will be valuable both        own consultancy, she has helped dozens of organizations establish,
to those with “built-in” constituencies and those with few donors al-      expand, or improve their programs and infrastructure with private
ready in place. You will spend time in a very hands-on way as you          and public grant funding.
conduct mock outreach, engagement and solicitation calls, meetings
and face to face contacts at events.                                       Building BloCks For strategiC
                                                                           CommuniCations and media Plans
Betsy is the founder of Hannah Street Consulting. Betsy’s vision           Karen Jeffreys, Associate Director, RI Coalition for the Homeless
to provide high-quality, affordable fundraising services to nonprofit
organizations of all sizes still guides Hannah Street, eight years after   Communications is a crucial, but often overlooked component of
its founding. Betsy has nearly 15 years experience in fund devel-          our nonprofit work! This interactive, hands-on workshop will be an
opment and program management. Her background is in arts and               opportunity for participants to learn the key building blocks needed
educational fundraising in New York and Boston. Before founding            to plan for and implement strategic communications and media
Hannah Street, Betsy served as Vice President for Institutional De-        plans in their organizations. Participants will learn how approaching
velopment at Historic New England in Boston where she managed              media advocacy as a system and not as a quick fix for special events
three areas – strategic planning, fundraising and external affairs and     or crisis response can help organizations work collaboratively to
museum planning. Before that Betsy was Director of Development             implement communications plans, develop proactive media mes-
for the American Federation of Arts in New York, NY.                       sages, and strategize more effectively in getting the message out
                                                                           about our issues.

                                                                           Karen joined the Rhode Island Coalition for the Homeless in
                                                                           October of 2007. Prior to joining the Coalition, she worked at the
                                                                           Rhode Island Coalition Against Domestic Violence (RICADV) as
                                                                           the Director of Communications, where, for ten years, she directed
                                                                           an integrated, innovative model of strategic communications. Under
                                                                           her direction, RICADV was successful in changing public attitudes,
                                                                           developing successful public awareness campaigns, using com-
                                                                           munications to change public policy and changing how the media
                                                                           covers the issue of domestic violence in the state of Rhode Island.


                                       Get the lastest information and register online at www.afpri.org
2010 annual ConFerenCe registration
                 There are two ways to register: by mail or online at www.afpri.org

registration Fees
Check the conference website for pricing specials.
  q Day Conference, Member Rate: $159
  q Day Conference, Non-member Rate: $179
                                                                                                            2010 Fundraising day
lunch only ticket:
  q Includes lunch, 2010 Fundraising Professional of the Year Award presentation $35
                                                                                                           ConFerenCe Committee

evening Conference:
                                                                                                           ConFerenCe Co-Chairs
  q Attend evening portion only: $35
  q Attend day conference plus evening: add $35 to day rate                                                Michele R. Berard, MBA, CFRE
                                                                                                             Leah M. Macomber, CFRE
                                Make all checks payable to AFP-RI

workshoP sessions i                                                                                          Program Co-Chairs
	 q Track 1: relationship Building –
             How to Build the Perfect Donor Newsletter, Snail and Email                                      Simone P. Joyaux, ACFRE
	 q Track 2: asking for the gift –                                                                            Gayle L. Gifford, ACFRE
             The Art of Closing Major Gifts
	 q Track 3: Creating a Philanthropic Culture –
             If Not YOU, Then Who? Transforming Your Leadership into Fundraisers                           sPonsorshiP Co-Chairs
	 q Track 4: Building a worthy organization –
             Adapting to the New Normal                                                                        Anthony DiPietro
workshoP sessions ii                                                                                            Michael Fantom
	 q Track 1: relationship Building –
             Til Death Do Us Part: Developing Relationships That Last a Lifetime
	 q Track 2: asking for the gift –                                                                       marketing & Pr Co-Chairs
             The Art, the Science, and the Results: the Recipe for an Effective
             Direct Response Fundraising Program                                                                Kristin Sawyer
	 q Track 3: Creating a Philanthropic Culture –                                                               Nicole Kelly, MBA
             Creating a Fund Development Plan that Produces Ownership and Results
	 q Track 4: Building a worthy organization –
             You Can’t Succeed Without the Right People: Secrets from Each Side of the Search Table      resourCe Center Co-Chairs
workshoP sessions iii
	 q Track 1: relationship Building –
                                                                                                                   Nancy Isabel
             Promising Practices: Engaging Diverse Communities – Gender, Generation,                          Julia Karahalis, MBA
             Ethnicity, Sexual Identity
	 q Track 2: asking for the gift –
             Special Events that Raise Gobs of Money and Deepen Donor Relationships                          event Collateral
	 q Track 3: Creating a Philanthropic Culture –
                                                                                                               Mike Gianfrancesco
             You’re More Than a Fundraiser – But What Exactly?
	 q Track 4: Building a worthy organization –
             Do You Know What’s Working? The Urgency of Assessing Your Impact to Stay Funded           aFP-ri awards Committee Chair
grassroots Program: Pick two                                                                                     Doreen Tucker
	 q Finding & Pulling the thread: identifying key Prospects and Creating supporters for
   your grassroots effort
	 q 10 steps to winning a grant                                                                       aFP-ri eduCation Committee Chair
	 q Building Blocks for strategic Communications and media Plans                                                  Cheryl DelPico
thinking of joining aFP? no time like the present!
Visit www.afpri.org for the different categories and download the appropriate form.
Send it with your conference registration and one check to cover both fees.

Please fill out ALL the information below:
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q Please check here if you do NOT want your information given out to conference participants.
Please return this form to: AFP RI Chapter | 570 Broad Street, Ste. 102 | Providence, RI 02907
Tel: 401-461-3863 | Email: info@afpri.org | Web: www.afpri.org

Scholarships Available - please visit www.afpri.org for an application

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AFP-RI Conference 2010

  • 1. THURSDAY, MAY 20, 2010 Sheraton Providence Airport Hotel 1850 Post Road, Warwick, RI 2010 FUNDRAISING DAY ANNUAL CONFERENCE For Southern New England This Conference is for… n DEVELOPMENT DIRECTORS n GRASSROOTS & VOLUNTEER FUNDRAISERS n ExECUTIVE DIRECTORS n OTHER NON PROFIT 570 Broad Street, Ste. 102 n BOARD MEMBERS PROFESSIONALS … Providence, RI 02907 This conference will benefit those connected to the non-profit sector who (401) 461-3863 Email: info@afpri.org want to maximize their philanthropy potential. This high-quality program Web: www.afpri.org will provide attendees with tactics that can be implemented immediately. visit www.afpri.org to register and for more information Permit No. 82 570 Broad Street, Ste. 102 Providence, RI 02907 Providence, RI U.S. Postage Paid Nonprofit Org.
  • 2. SCHEDULE AT A GLANCE Fundraising day Program (8:00AM – 6:00PM) traCk #1: traCk #2: traCk #3: traCk #4: Relationship Building Asking for the Gift Creating a Building a Worthy Philanthropic Culture Organization 7:30am registration & refreshments in exhibitor section session i how to Build the the art of Closing transforming your adapting to the new 8:00AM – 9:15AM Perfect donor major gifts leadership in to normal newsletter Usha Pashi Fundraisers Deb Linnell Tom Ahern, ABC Nisia Hanson, ACFRE 9:15am 30 minute networking Break - visit the exhibitor section and resource Center 9:45am morning Plenary: Christopher Lydon, RadioOpenSource Creating virtual Community 10:45am 15 minute networking Break - visit the exhibitor section and resource Center session ii developing the recipe for an Creating a Fund you Can’t succeed 11:00AM-12:15PM relationships that last a effective direct response development Plan that without the right lifetime Fundraising Program Produces ownership People: secrets from Patricia Keenan, CFRE David Hazeltine and and results each side of the search Erica Waasdorp Darrell Byers table Laura Gassner Otting and Tracy Welsh 12:30Pm lunch - 2010 Fundraising Professional of the year award Presentation session iii Promising Practices: special events that the role of the measuring up: the 2:00Pm – 3:15Pm engaging diverse raise gobs of money development director urgency of assessing Communities and deepen donor Beyond Fundraising your impact in order Mary-Kim Arnold and relationships Simone P. Joyaux, ACFRE to stay Funded Peter Hocking Anne W. Garnett Gayle L. Gifford, ACFRE 3:15Pm 15 minute networking Break - visit the exhibitor section and resource Center 3:30Pm afternoon Plenary: Panel of national funders moderated by Nzinga Misgana a Conversation with the Funders 5:00Pm networking reception & Certificates grassroots evening Program (5:00PM – 8:30PM) 4:30Pm registration begins for the grassroots Program 5:00Pm Dinner & Speaker Building your nonprofit: lessons from a Founder Eleanor “Candy” Brown-McSwain, MSW, Destiny House 6:10Pm identifying key Prospects and Building Blocks for strategic 10 steps to winning a grant Creating supporters for your Communications and media Anita Robertson grassroots effort Plans Betsy Grenier Karen Jeffries 7:20Pm identifying key Prospects and Building Blocks for strategic 10 steps to winning a grant Creating supporters for your Communications and media Anita Robertson grassroots effort Plans Betsy Grenier Karen Jeffreys 2010 Fundraising Day Annual Conference for Southern New England
  • 3. Workshop Sessions i 8:00 a.m. – 9:15 a.m. track 1: track 3: relationshiP Building Creating a PhilanthroPiC Culture How to Build the Perfect Donor Newsletter, Snail and Email If Not YOU, Then Who? Tom Ahern, ABC, President, Ahern Communications, Ink. Transforming Your Leadership into Fundraisers Dionisia “Nisia” Hanson, Chief Philanthropy Officer, Do donors really want a newsletter? “Absolutely,” research says. Yet Southcoast Health System, Fall River, MA most donor newsletters die unread. Why? Join award-winning journalist, Tom Ahern, for a fast, in-depth look at the secrets behind great donor How do you build a philanthropic culture? How can you lead your newsletters. You’ll learn proven formulas for both paper newsletters and CEO, board and staff into active fundraising? In this session, you’ll e-newsletters. You’ll learn how to craft a powerful headline (and why discover how to unleash the untapped philanthropic potential of your that matters). You’ll learn how to invent news when you think you have organization. Learn how to shift people from their hands-off “it’s nothing to say. One hospital that followed the advice in this workshop your job” mindset to an enthusiastic heart connection that shouts, “I went from $5,000 to $50,000 in gifts per issue, and the advice works want to make a difference!” Explore real world examples and learn to just as well for small organizations. overcome the roadblocks that prevent your team from participating in philanthropy. Take home great handouts! Tom is one of North America’s leading authorities on donor commu- nications. His practical, tips-filled e-newsletter is read and reprinted Nisia has extensive experience in the nonprofit and for-profit sectors, internationally. creating and presenting workshops and working with clients in the U.S. and internationally. An AFP RI Chapter Outstanding Fundraising Execu- Each year, Tom delivers dozens of workshops on the techniques of (and tive of the Year, Nisia’s workshops are always in demand. As Chief psychology behind) successful fundraising communications. In 2009, Advancement Officer of the Boys & Girls Club of Pawtucket (RI), Nisia CASE named him a “Faculty Star,” acknowledging the unusually high led the effort to reengineer the board, created an endowment program ratings his workshops receive. He has also authored four popular how-to and major gifts campaign and instituted strategic planning. She served books on donor communications. as Vice President of Development and External Affairs at Easter Seals RI, Director of Development of St. Mary Academy-Bay View, and Field Tom’s national consulting practice works with dozens of clients Service Consultant for Boys & Girls Clubs of America. annually across North America helping them improve their donor income and retention. His specialties include bequest marketing; direct mail; newsletter interventions; case statements for big-ticket campaigns; track 4: and communications audits. Building a worthy organization Adapting to the New Normal Deborah Linnell, Director of Programs, Third Sector New England track 2: asking For the giFt How will your nonprofit accomplish its mission and organize to fund- The Art of Closing Major Gifts raise, govern and manage after the “great recession?” With state and fed- Usha Pasi, Chief Development Officer, eral deficits predicted for the next generation or more, what will be the Facing History and Ourselves, Brookline, MA new norms for nonprofits? What parts of those norms can you influence as positive new ways of functioning and reaching community impact? The most critical time in individual giving is between solicitation and Deb will show you how building adaptive organizations that are fluid, closure. Learn how to close major and principal gifts. Topics include networked and generative about the change they seek will be key. how to follow up, how to engage leadership and volunteers, ways to create a sense of purpose and urgency, and how to listen to and respond Deb has over twenty-five years of experience in the nonprofit sector as to donor expectations. a consultant to philanthropic institutions, evaluator, nonprofit executive director and board member. Deb joined Third Sector New England in Usha has worked in the field of development for 25 years and has held 2003 and is currently the Director of Programs. Linnell is the lead author leadership positions in major gifts at Yale University and the Museum of of the Executive Director’s Guide The Guide for Successful Nonprofit Fine Arts in Boston. In addition, she led foundation relations at Yale and Management and Evaluation of Capacity Building: Reflections from the served as a consultant for Stanford in this area. Currently, she leads the Field and is a frequent contributor to The Nonprofit Quarterly. development effort at Facing History and Ourselves, a 33-year old non- profit in Brookline, Massachusetts. She serves on the board of Women In Development of Greater Boston and the Association of Fundraising Professionals 2010 Fundraising Day Annual Conference for Southern New England
  • 4. Workshop Sessions ii 11:00 a.m. – 12:15 p.m. track 1: track 3: relationshiP Building Creating a PhilanthroPiC Culture Til Death Do Us Part: Developing Relationships That Last a Lifetime Creating a Fund Development Plan that Produces Ownership and Results Patricia Keenan, CFRE, Chief Development Officer, YWCA Boston Darrell Byers, Vice Chancellor of University Advancement, University of Massachusetts, Boston Two couples begin giving large gifts to your charity at about the same time. Within five years, the giving of both couples grows from four to The role of a fundraiser is one of the most visible and important posi- six figures. Ten years later one couple makes a bequest and the other tions in any nonprofit. Developing a fundraising plan that engages your stops giving. What happened? Join this interactive workshop to find out key constituents is critical to the success of any organization. This ses- why. Examine effective cultivation and stewardship. Learn from real sion explores how to develop comprehensive plans in annual fund, ma- successes and failures. Walk away with a few keys to making and keep- jor gifts, and board relations. We’ll talk about how proper development ing strong relationships over time, regardless of gift size. Bring your of these key areas will increase morale within your staff, co-workers own challenges to discuss. and key volunteers – and make you the hero in your organization. Patti joined YWCA Boston in May 2008, and has 25 years of fundrais- Prior to joining UMass, Darrell held leadership positions at WGBH, ing and not-for-profit management experience. Patti previously served Harvard Graduate School of Education, Georgetown University Medi- as Vice President, Principal Gifts at the United Way of Massachusetts cal Center, and Norwood’s Caritas Hospital. He serves on the Board of Bay where she directed major gift strategy and managed a portfolio of Overseers at Children’s Hospital Boston, the WGBH Corporate Execu- six and seven figure donors. She’s worked in a wide variety of develop- tive Council and the AFP Massachusetts Chapter. Darrell co-founded the ment offices including City Year, WGBH, American Cancer Society, Advancement Institute at UMass Boston and the City Mission Society and Brown University. of Boston. In 2009, Darrell received the CASE District 1 New England and Eastern Canada Eleanor Collier Award, which is presented to an in- A graduate of the College of the Holy Cross, Patti volunteers for the dividual whose contribution to his/her organization and to the profession Women’s Cancer Executive Council of the Dana Farber Institute, Mir Pace reflect honor on CASE, education, and fields of professional expertise. International and Our Lady of Sorrows Catholic Church of Sharon, MA. track 4: track 2: Building a worthy organization asking For the giFt You Can’t Succeed Without the Right People: The Art, the Science, and the Results: the Recipe for an Effective Secrets from Each Side of the Search Table Direct Response Fundraising Program Laura Gassner Otting, President and Tracy Welsh, Vice President, David Hazeltine, VP, Fundraising and New Business Development, Nonprofit Professionals Advisory Group DMW Direct Erica Waasdorp, VP Fundraising, DMW Direct In this engaging and interactive workshop, you’ll learn how to apply the same techniques you use in fundraising to your search for the best Whether you are a beginner or advanced fundraiser, a board member or fundraisers and other talent for your organization. (Or to promote your- a volunteer, this workshop will show you how to produce results through self into your next position). Learn how to sound the market, build your direct mail and online annual giving, membership and monthly giving case, leverage key stakeholders and champions, qualify and cultivate campaigns. Sharing their experience from both sides of the desk, our new opportunities, steward relationships and close the deal – all in two 20+ year direct response experts will present basic and advanced ex- pursuit of a candidate or position that is the best fit for you or your orga- amples from small and mid-size nonprofits, all aimed at generating results nization. And this works for board recruits, too! and a healthy return on investment. See samples of print and email. Get into the conversation by bringing your mail pieces with you. Before founding Nonprofit Professionals Advisory Group, Laura served as senior vice president of ExecSearches.com and as a vice president at Winner of several direct mail and fundraising awards, David focuses on Isaacson, Miller, one of the most respected nonprofit executive search campaign strategy, creative and production, and new business develop- firms in the US. A presidential appointee to the White House Office of ment. His clients include numerous organizations in higher education, National Service, Laura also served as a program officer for the Cor- membership, healthcare, human and social services and more. He poration for National Service and on the Clinton/Gore Transition Team speaks regularly for organizations like CASE, AFP, and DMA. and 1992 Election Team. Laura sits on the boards of Camp Starfish and Newton Montessori School, is the immediate past chair of Strong Erica focuses on strategy, execution and evaluation of direct mail pro- Women, Strong Girls, and author of Change Your Career: Transitioning grams for annual and monthly giving, acquisition and donor retention. to the Nonprofit Sector. A frequent speaker, Erica also serves as writer, editor and advisory for various direct marketing and fundraising publications. She serves as An executive search consultant who works with both mission- and Interim CEO for the Dutch Stichting Wereld Nood Hulp and French market-driven organizations, Tracy has unique insight into the interre- Secours Mondial d’Urgence. lationship of corporate, academic, and nonprofit sectors; knowledge of diverse funding sources (private, venture, government) and their impact on economic, social, and cultural vitality. Before her current position, Tracy served as a Managing Associate at Isaacson, Miller where she fo- cused on cabinet and director level positions in private philanthropy and external relations across higher education, healthcare, human services, and advocacy organizations. Get the lastest information and register online at www.afpri.org
  • 5. Workshop Sessions iii 2:00 p.m. – 3:15 p.m. track 1: track 3: relationshiP Building Creating a PhilanthroPiC Culture Promising Practices: Engaging Diverse Communities – You’re More Than a Fundraiser – But What Exactly? Gender, Generation, Ethnicity, Sexual Identity Simone P. Joyaux, ACFRE, Joyaux Associates Mary-Kim Arnold, Executive Direcator, Rhode Island Council for the Humanities You’re more than a fundraiser. You have to be! But what exactly is Peter Hocking, Director of the Office of Public Engagement, “more”? What’s the development director’s role beyond fundraising? Rhode Island School of Design How about things like: part of the senior management team, giving feedback about program, evaluating organizational effectiveness. Do We all recognize the importance of cultivating and stewarding relation- you have the guts to be all this and more? Will they – you know, your ships with our constituencies and stakeholders. But how do we ensure boss and the board – let you be more? And how does all this help your that our strategies reflect a genuine understanding of the needs and success in fundraising? Join the conversation about your other roles, perspectives of diverse communities? Diversity in philanthropy is an skills you need, and how to get them. We’ll outline strategies for you to evolving area, but the body of research is growing. We will discuss case take on your true leadership role and rightful position. studies of outreach efforts and engagement efforts from a range of orga- nizations, and share resource lists, tools and “promising practices.” Simone is recognized internationally as one of the most thoughtful, in- spirational, and provocative leaders in the philanthropic sector. She’s an Mary-Kim first addressed diversity in philanthropy as a volunteer for expert in fund development, strategic planning, and board development. Brown University’s nascent affinity groups for alumni of color and Simone teaches philanthropy at the university level and presents at con- later as the first director of its engagement and fundraising programs. ferences around the world. Her books, Keep Your Donors: The Guide to While at Brown, Mary-Kim led the creation of the first Alumni of Color Better Communications and Stronger Relationships and Strategic Fund Campaign Committee. Mary-Kim was chosen to participate in the Development: Building Profitable Relationships That Last, receive rave inaugural Minority Advancement Institute, convened by the Council reviews. She’s also written chapters in Philanthropy in 7 Words and The for the Advancement and Support of Education (CASE) in 2006. She is Fundraising Feasibility Study. Simone’s weekly blogs and bimonthly immediate past Chair of the Women’s Fund of Rhode Island. e-news provide professional tips as well as personal rants. Pete previously served as Director of the Howard R. Swearer Center for Public Service and Associate Dean of the College at Brown University. track 4: Pete worked to develop innovative university-community partnerships, Building a worthy organization undergraduate research opportunities, social entrepreneur projects, and Do You Know What’s Working? to integrate community-based learning with the academic curriculum. The Urgency of Assessing Your Impact to Stay Funded Pete has worked with dozens of nonprofit organizations as a partner, Gayle L. Gifford, ACFRE, President, Cause and Effect board member and strategic planning leader. In addition to his commu- nity practice, he is a working artist, teaches several courses at RISD and In these tough financial times, can you justify your fundraising return is a part-time faculty member at Goddard College. to cost? What ranking will the new crop of online evaluators give your nonprofit for its mission effectiveness? What answer do you give prospective donors when they ask for evidence of your societal impact? track 2: Like it or not, measurement is directly linked to your fundraising suc- asking For the giFt cess. In this workshop with the person who caused Guidestar to amend Special Events that Raise Gobs of Money and Deepen Donor Relationships their Haiti relief listings, you’ll explore the basics of measuring results, Anne W. Garnett, Consultant get introduced to the most influential online rating systems, learn what social investors are looking for and receive practical steps to help you Explore the wonderful, wacky world of special events, focusing specifi- and your leaders prepare. Expect a lively exchange on a topic as contro- cally on how to raise serious money and strengthen vital relationships. versial as this one. This fast-paced, interactive session invites full audience participation. We’ll study events that net over $150,000, generate additional major Gayle is an in-demand consultant for building nonprofit capacity in gifts, and woo and wow important volunteers, prospects and even ce- governance, leadership, visioning, system analysis, strategic thinking, lebrities. Together, we’ll examine what works, what doesn’t and target and fund development. She challenges convention and shares nonprofit keys to success: vision, chutzpah and the ability to engage and motivate. advice and insight at The Butterfly Effect www.ceffect.com and on Bring your stories, suggestions and questions. Twitter @gaylegifford. Gayle is a regular columnist for Contributions Magazine and author of How are We Doing? A 1-hour guide to evaluat- Since 2005, Anne has been a nonprofit consultant, with an expertise in ing the performance of your nonprofit board. land trusts. She is a fund development and communications expert who has extensive experience designing and executing special events. Clients Gayle teaches organization development in master’s programs at Brown include the Land Trust Alliance, Preservation Society of Newport County University and Simmons College. Cause & Effect Inc. works with and International Tennis Hall of Fame. Previously, Anne was Executive nonprofits and public sector agencies committed to building better com- Director, Aquidneck Land Trust; Senior Managing Director, Rhode Island munities and a better world. Zoological Society; and Director of Development, Save The Bay where she created blockbuster special events. Her work and experience were highlighted in a recent article, “Fearless Fundraising”, written by Gayle Gifford, ACFRE, for Contributions magazine, June 2009. 2010 Fundraising Day Annual Conference for Southern New England
  • 6. All included in your Fundraising Day Conference Registration… morning Plenary: Creating virtual Community 9:45-10:45 Christopher Lydon, RadioOpenSource 2010 Fundraising Journalist, polymath* and just a curious guy, Christopher has been Professional of the Year creating community in virtual space for over three decades. You can hear Chris’s compelling conversations on blog and podcast at RadioOpenSource.org. A former New York Times journalist and news Each year the Rhode Island Chapter anchor at WGBH Boston, from 1994-2001 Chris pioneered a new of the Association of Fundraising style of syndicated talk radio at The Connection on WBUR, where he Professionals (AFP-RI) selects and built a devoted international audience that helped to significantly lift honors one fundraising executive for the annual budget for his nonprofit public radio host. A master of con- his/her outstanding contributions to versation, we have asked Chris to share with you some of what he’s the fundraising profession and the learned including the art of the interview, the advantages of insatiable curiosity and how to build engaged community with new media. community. The 2010 Award will be presented during lunch at the Annual Fundraising Day Conference. *Polymath: a person of great and varied learning (thefreedictionary.com) afternoon Plenary: Conversation with Funders 3:30-5:00 Moderated by Nzinga Misgana Join this intriguing conversation with not the usual funding suspects such as: MetLife, Target, Lowes, Walmart, BJ’s and more! You will gain important insights that can help your organization. Find out Networking and what funders really think. We’ will ask funders to answer questions like: What do you see as the top issues facing our community that Resource Center funders must help address? What role does leadership of the non- profit play in your funding decisions? When / why would you give Making connections and finding outside your guidelines? What do you think are the critical charac- resources are often the most difficult teristics of an excellent nonprofit? And more! part of non-profit work. The AFP-RI Nzinga has worked in the nonprofit sector for more than 25 years. Conference Committee recognizes She most recently directed New Roots Providence, a program of that and is happy to present for the The Providence Plan that provides training, grants, and technical as- first time, the AFP-RI Resource Cen- sistance to faith-based and community-based organizations in Rhode ter to conference attendees. Visit the Island. Since 2005, New Roots has served hundreds of organizations Resource Center to get a private one- and has attracted more than five million dollars in funding. Before on-one consultation with a CFRE, helping to found New Roots, Nzinga was an organizational consul- tant for national and local clients. Nzinga holds a Master’s Degree in learn about the latest and greatest Community Economic Development from Southern New Hampshire books and on-line tools, or learn University and a Bachelor’s degree in African and European History how to best work with a designer or from Brown University. a printer. The Resource Center will be located near the exhibitor space in order to maximize the flow of infor- This plenary session is available as an a la carte item. mation and to optimize networking We understand the busy lives of non profit professionals. Attend this opportunities. plenary session and the networking reception immediately following for only $49 Get the lastest information and register online at www.afpri.org
  • 7. GRASSROOTS EvENiNG Co-sponsored by New Roots Providence and AFP Ri Chapter 5:00 – 6:00 P.m. dinner and sPeaker: Eleanor (Candy) Brown-McSwain, MSW built Destiny House from just her passion and determination to a $100,000 organization with a 2-person staff, 12-person board, and 50 volunteers. Destiny House fulfills a dream: a domestic violence organization that specifically serves communities of color. Candy will share how she learned to be an executive director and nonprofit professional, and how her organization and mission benefited as a result. As a survivor of physical and emotional abuse, Candy founded Destiny House to help other victims. She began her work in domestic violence as a volunteer in Rhode Island’s first, court-based Temporary Restraining Order Office in 1989. Candy holds a Master’s Degree in Social Work from Rhode Island College and most recently was the recipient of the Marguerite Beaubien Award for Community Service from the Urban League of Rhode Island and The 2009 Local Hero Award from Bank of America. grassroots Program PartiCiPants Can attend two oF the three workshoPs Featured Below: Finding & Pulling the thread: identiFying key 10 stePs to winning a grant ProsPeCts and Creating suPPorters For your Anita Robertson, The Grants Goddess, Inc. grassroots eFFort This workshop provides an overview of the steps you must take Betsy Grenier, Hannah Street Consulting to create competitive proposals; and how your proposal fits into the entire process of winning a grant – from identifying appropri- Where do you start to develop a core constituency of supporters ate funders, to establishing relationships, to developing fundable to underpin your new, fledgling or growing charitable endeavor? programs and organizations. Learn to assess your pool, identify potential opportunities within it and/or find the path beyond your donor base to begin building a Anita founded The Grants Goddess, Inc. in 2000, after almost 20 group of loyal, repeat supporters. years in non-profit management and development. Her experi- ence ranges from instituting a new business model at a childcare Betsy will take participants start to finish through identifying pros- center that was deeply in debt, to managing $22 million in grants pects, introducing the charity, engaging the potential donor, securing and contracts for Catholic Charities of Boston. Since founding her a gift and stewarding the donor. This session will be valuable both own consultancy, she has helped dozens of organizations establish, to those with “built-in” constituencies and those with few donors al- expand, or improve their programs and infrastructure with private ready in place. You will spend time in a very hands-on way as you and public grant funding. conduct mock outreach, engagement and solicitation calls, meetings and face to face contacts at events. Building BloCks For strategiC CommuniCations and media Plans Betsy is the founder of Hannah Street Consulting. Betsy’s vision Karen Jeffreys, Associate Director, RI Coalition for the Homeless to provide high-quality, affordable fundraising services to nonprofit organizations of all sizes still guides Hannah Street, eight years after Communications is a crucial, but often overlooked component of its founding. Betsy has nearly 15 years experience in fund devel- our nonprofit work! This interactive, hands-on workshop will be an opment and program management. Her background is in arts and opportunity for participants to learn the key building blocks needed educational fundraising in New York and Boston. Before founding to plan for and implement strategic communications and media Hannah Street, Betsy served as Vice President for Institutional De- plans in their organizations. Participants will learn how approaching velopment at Historic New England in Boston where she managed media advocacy as a system and not as a quick fix for special events three areas – strategic planning, fundraising and external affairs and or crisis response can help organizations work collaboratively to museum planning. Before that Betsy was Director of Development implement communications plans, develop proactive media mes- for the American Federation of Arts in New York, NY. sages, and strategize more effectively in getting the message out about our issues. Karen joined the Rhode Island Coalition for the Homeless in October of 2007. Prior to joining the Coalition, she worked at the Rhode Island Coalition Against Domestic Violence (RICADV) as the Director of Communications, where, for ten years, she directed an integrated, innovative model of strategic communications. Under her direction, RICADV was successful in changing public attitudes, developing successful public awareness campaigns, using com- munications to change public policy and changing how the media covers the issue of domestic violence in the state of Rhode Island. Get the lastest information and register online at www.afpri.org
  • 8. 2010 annual ConFerenCe registration There are two ways to register: by mail or online at www.afpri.org registration Fees Check the conference website for pricing specials. q Day Conference, Member Rate: $159 q Day Conference, Non-member Rate: $179 2010 Fundraising day lunch only ticket: q Includes lunch, 2010 Fundraising Professional of the Year Award presentation $35 ConFerenCe Committee evening Conference: ConFerenCe Co-Chairs q Attend evening portion only: $35 q Attend day conference plus evening: add $35 to day rate Michele R. Berard, MBA, CFRE Leah M. Macomber, CFRE Make all checks payable to AFP-RI workshoP sessions i Program Co-Chairs q Track 1: relationship Building – How to Build the Perfect Donor Newsletter, Snail and Email Simone P. Joyaux, ACFRE q Track 2: asking for the gift – Gayle L. Gifford, ACFRE The Art of Closing Major Gifts q Track 3: Creating a Philanthropic Culture – If Not YOU, Then Who? Transforming Your Leadership into Fundraisers sPonsorshiP Co-Chairs q Track 4: Building a worthy organization – Adapting to the New Normal Anthony DiPietro workshoP sessions ii Michael Fantom q Track 1: relationship Building – Til Death Do Us Part: Developing Relationships That Last a Lifetime q Track 2: asking for the gift – marketing & Pr Co-Chairs The Art, the Science, and the Results: the Recipe for an Effective Direct Response Fundraising Program Kristin Sawyer q Track 3: Creating a Philanthropic Culture – Nicole Kelly, MBA Creating a Fund Development Plan that Produces Ownership and Results q Track 4: Building a worthy organization – You Can’t Succeed Without the Right People: Secrets from Each Side of the Search Table resourCe Center Co-Chairs workshoP sessions iii q Track 1: relationship Building – Nancy Isabel Promising Practices: Engaging Diverse Communities – Gender, Generation, Julia Karahalis, MBA Ethnicity, Sexual Identity q Track 2: asking for the gift – Special Events that Raise Gobs of Money and Deepen Donor Relationships event Collateral q Track 3: Creating a Philanthropic Culture – Mike Gianfrancesco You’re More Than a Fundraiser – But What Exactly? q Track 4: Building a worthy organization – Do You Know What’s Working? The Urgency of Assessing Your Impact to Stay Funded aFP-ri awards Committee Chair grassroots Program: Pick two Doreen Tucker q Finding & Pulling the thread: identifying key Prospects and Creating supporters for your grassroots effort q 10 steps to winning a grant aFP-ri eduCation Committee Chair q Building Blocks for strategic Communications and media Plans Cheryl DelPico thinking of joining aFP? no time like the present! Visit www.afpri.org for the different categories and download the appropriate form. Send it with your conference registration and one check to cover both fees. Please fill out ALL the information below: Design and layout Provided by: Name hull graPhiCs Title 401-726-5100 Organization HullGraphics.com Street/PO City State Zip Telephone Email q Please check here if you do NOT want your information given out to conference participants. Please return this form to: AFP RI Chapter | 570 Broad Street, Ste. 102 | Providence, RI 02907 Tel: 401-461-3863 | Email: info@afpri.org | Web: www.afpri.org Scholarships Available - please visit www.afpri.org for an application