Wednesday, July 15
ALL DAY
8:30 to 4:00 p.m.
Conference on Philanthropy
“Change & Challenges—Fundraising in Turbulent Times”
CFRE Credit |
For full description click here.
Morning Keynote Speakers
9 am – 9:45 am The State of Philanthropy in Southern California
Shelley Hoss, OC Community Foundation; Gary Phillips, Phillips & Associates
Afternoon Keynote Speakers
1 pm – 2 pm The Next Generation of Philanthropists
Anne Marie Moiso Leonard, Rancho Mission Viejo (former); William Lyon, William Lyon Homes
Fundamentals Track
10 am – 11 am Annual Fund – Laying the Foundations for Successful Fundraising
Devon Dougherty, Memorial Medical Center Foundation.
Annual Fund is the foundation in fundraising efforts; if fundraising were a pyramid, then the Annual Fund would be the base of the pyramid with the largest number of donors.
11 am – 12 Noon Special Events – Creating a Special Event on a Shoestring Budget
Eileen Hayden, CFRE, Event Solutions
Special Events, one of the most popular forms of fundraising, can raise needed funding for your organization AND bring new donors to you through “friend-raising.”
2 pm – 3 pm Expanding Agency Resources Through the Use of Volunteers and In-Kind Giving
Tim Strauch, Volunteer Center of Orange County
The current economic crisis requires us to think of donated labor and materials as a new and valuable form of currency to help us achieve our agency’s mission.
3 pm – 4 pm One Hour to Learn About Grantwriting
Carol Geisbauer, Consultant
The basics of writing and winning grants in the current economic climate will be explored.
Advanced Track(s)
10 am – 11 am Social Media: e-Strategy, e-Fundraising, e-Marketing, e-Everything
Allan Pressel, CEO, Charity Finders
Applying the new technology of Social Media to fundraising.
10 am – 11 am Board Development: The Successful Board of the Future
Panel: Susan Hoover, Consultant; Larry Cabaldon, Boardroom Performance Group; Gary Van Arnam, Northern Trust Wealth Advisory; Vince McGuinness, BNY Mellon Wealth Management; Dan Rogers, Goodwill Industries.
Best practices in board development, planning and mission-oriented activities will be discussed.
11 am – 12 Noon Entrepreneurs: Emerging Major Gift Donors
Steve Forry, Saddleback Memorial Medical Center
Strategies to identify, cultivate and solicit major gifts from entrepreneurs will be presented.
11 am – 12 Noon Seven Rules for High Impact Leadership
Shannon Barnes, The EDGE Group
Strategies for enhancing your Board of Directors effectiveness and impact on mission will be discussed.
2 pm – 3 pm Marketing and Branding
Panel: Charles Trione, Development Services Group; Jill Bolton, Disneyland; Francisco Valle, “How to Win the Hispanic Gold Rush”; Julie Damon, Branded for Good.
Marketing strategies to reach new target markets will be discussed along with branding: ensuring that your message is heard, understood, used and remembered.
2 pm – 3 pm Moves Management: Keeping Your Prospect Pipeline Flowing
Christopher Looney, CCS Fundraising Consulting
Moves Management is the movement of prospective donors through a well-conceived process that begins with donor identification and ends with good stewardship.
3 pm – 4 pm Thirty Days to Live: Taking Action in a Fear-Driven Environment
Shannon Barnes, The EDGE Group
The current economic situation in the country can immobilize us as fund development professionals, or we can use this time in a positive way to make changes in our thinking and our practices.
CFRE Credit: All workshops will be offered for AFP – CFRE Credit.