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Schedule

  • Leading Philanthropy
    Virtual
    Aug 17, 10:00 AM – Aug 19, 2:00 PM
    Virtual

Leading Philanthropy’s speakers are leaders in their fields who have a wealth of knowledge they're excited to share with you. Our full 2021 schedule will be announced as we get closer to the conference. Any sessions and times are all subject to change. Note: All Leading Philanthropy sessions will be closed-captioned.

Welcome to Leading Philanthropy
Keynote Address:
Take Your Cape Off Superhero

Presenter: Kishshana Palmer, Welcome by Doris Parent
Sponsored by iWave

Tuesday, Aug 17

10:00 AM

A big welcome to everyone attending Leading Philanthropy!


Track: General Session

Break and Visit Exhibitors

Tuesday, Aug 17

12:15 PM

Take a break and use this opportunity to visit some of our exhibitors.

Taking the Fear Out of Budgeting

Presenter: Stephanie Cory, CAP, CFRE

Tuesday, Aug 17

12:45 - 1:45 PM

Terms like depreciation and overhead allocations can be confusing, but they don’t have to be. This session will equip you with a basic understanding of the nonprofit accounting concepts you need to understand and develop budgets—whether they’re for your organization, your department, or a grant application. This session will cover both theory and application, including model practices from the Standards for Excellence®. Concepts covered will be applicable to organizations of all sizes. You will learn multiple methods for developing a budget, and you will complete this session prepared to construct a revenue and expense budget. You will also be able to explain the board’s role in budgeting.


Track: New Fundraisers Track

Preparing for the Ask- Tips to Get You Ready for a Successful Donor Encounter

Presenter: Mark Chilutti

Tuesday, Aug 17

12:45 - 1:45 PM

Whether you are new to fundraising, or have been doing it for a while, this session will provide you with some important steps that need to be in place, and the homework we need to do, to make our donor encounter a success. This includes expanding our knowledge of the history of our organization, its greatest needs, the impact a gift can make, and, more importantly, how we can share that important information in bite sized pieces that will make a connection. Often our time with donors is limited, so we need to be sure we use their time wisely. Be prepared for a fun and engaging session, with stories and real life examples.

Track: New Fundraisers Track

A Thought Leader's Perspective to Managing Transitions

Presenters: Marge King & Elizabeth F. McLean

Tuesday, Aug 17

12:45 - 1:45 PM

Aside from it being in the news regularly, a recent survey by AFP-GPC confirmed that many fundraisers and executive directors in our region are getting closer to retirement. At the same time, private foundations are seeking answers to IDEA questions, how senior staff interacts with board and others, how well your organization performs in relation to your peer organizations, and more. These three seemingly unconnected topics—executive transitions, peer benchmarking, and private foundation relations—can and will create funding challenges in the future if you are not making plans today. In this session, we will discuss the trends that we are seeing, as well as ways to prepare your organization to respond to these trends. We will explore how peer benchmarking and transition planning can help your organization manage upcoming changes so that funders view your organization as a strategic thought leader in your sector.

Participants will learn:
• Trends in private foundation grant proposal questions.
• Why benchmarking can help your organization stand out among your peers as well as simple techniques for gathering benchmarking data.
• Why knowledge transfer is a key aspect to transition planning.
• Overview of selected techniques for planning senior staff knowledge transfer and continuity during transitions.


Track: Executive Track

Board Member Archetypes: what they are, how to work with them

Presenter: Amy Fiore

Tuesday, Aug 17

12:45 - 1:45 PM

A Board Member has a complicated relationship with an organization because at the same time they are donors, volunteers, worker bees, and the governing body. It’s an odd dichotomy of doing work for you while you ultimately work for them. You expect your Board to invest time and money into your vision so finding ways to work with, mold, and cultivate each of them individually is a central part of a non-profit leader’s job. At their core, they are a group of people who care about and support your organization in myriad ways. This workshop will explore archetypes of Board memberships, the best ways to engage and recruit them, and successful methods of board engagement and development being utilized in nonprofit organizations from various sectors. This workshop is suitable for executive and managing directors, development directors, and their staff members.

Track: Executive Track

COVID-19 Fundraising Resources/
Self Care Panel

Naimah Bilal & Maiken Scott

Tues, Aug 17

12:15 PM-1:45 PM

The COVID-19 pandemic is an unprecedented crisis that required many of us to develop critical stress-coping mechanisms as we protect ourselves against infection. This period has left many of us feeling overwhelmed due to new information, long work hours, and caring for self and family. It is normal to feel stressed or overwhelmed during uncertain times, and emotions in response to uncertainty may include anxiety, fear, anger and sadness.

Taking care of yourself is important so you are equipped to help yourself and your family through this time. Join us as we present a panel of wellness and self-care experts who will discuss tips and methods of coping that can carry you through and beyond the pandemic.


Track: Mixed Medley

Next Level Onboarding: A Two-Part Series for Engaging New Board Members

Presenters: Kelly Grattan & Theresa Linker
Sponsored by Schultz + Williams

Wed, Aug 18

10:00- 11:15 AM

Does your organization have a process for onboarding new board members? If so, is it possible your current approach isn’t sparking joy for these new volunteer leaders or building the foundation for an effective, long-term working relationship with staff? In this two-part series, we’ll share our approach, which optimizes the experience of your closest stakeholders as they embrace their new, vital role within your organization. Step by step, we’ll walk you through establishing an innovative, robust onboarding process or taking your existing process to that next level, setting the stage for deeper engagement with the organization, a broader understanding of their responsibilities, and a stronger commitment to their role in fulling your critical mission.

Track: General Session

Doubling Down on Digital: How to optimize the digital experience in the post-pandemic world

Presenter: Chris Polito and Julia Dignam
Sponsored by CCS

Wed, Aug 18

10:00- 11:15 AM

Around the world, the pandemic pushed us to explore new horizons and leverage technology at a rapid pace. Though the end of social distancing seems to be in sight, the digital transformation is here to stay. Join us in a conversation to discuss the new best practices for digital engagement and explore ways to help your organization continue to evolve.

Track: General Session

Prospect Research on a Budget

Presenter: Jaclyn Kramer

Wed, Aug 18

11:15- 12:15 AM

Having been a prospect researcher at a large fundraising shop, Jaclyn was used to having all the fancy and expensive research tools at her disposal. When she became the Development Director at a small nonprofit, she had to get creative in stretching her budget when it came to research. Jaclyn has developed tips to build research profiles for free (or cheap) and is eager to share her low-budget ideas with other small shops. Her goal is to help others build the tools they need to do substantive research that leads to transformative relationships and gifts. This session is ideal for new fundraisers and those in small nonprofits.

Track: New Fundraisers Track

How to Turbocharge Your Grantseeking

Presenter: John Hicks

Wed, Aug 18

11:15- 12:15 AM

You have a great program. You have strong proposals. You want more and better grants. How do you improve your grant seeking results? In this session you will learn how to “turbocharge” your foundation and corporate fundraising including:
• How to focus on the right kind of grants
• How to improve your goal setting
• How to choose the right prospects
• How to make your visibility and brand support your grants outreach
• How to “build a bigger footprint” to position your organization with grant makers • How to use language effectively to engage your grant reader


Track: New Fundraisers Track

5 Trends with the Power to Change Major Gift Fundraising

Presenters: Christina “Tina” Yoon, Melissa R. Calvert & John J. Zabinski

Wed, Aug 18

11:15- 12:15 AM

Major gift fundraisers are laser-focused on donors—but sector-wide trends are changing the field as we know it. We will explore the big picture, bringing together nonprofit leaders to discuss the changing donor demographics, decline in broad-based giving, the impact of the events of the last year, the relentless emphasis on outcomes, and more.

Track: Executive Track

You Don’t Have to Be a Planned Giving Expert to Talk about Planned Giving, Planned Giving for the Rest of Us, Sponsored by Planned Giving Council of Greater Philadelphia

Presenter: David Toll
Sponsored Session

Wed, Aug 18

11:15- 12:15 PM

Planned giving should be a critical piece of every fundraiser’s donor conversations. Yet, many fundraisers are leery of promoting planned gifts because they fear they do not have the expertise to properly discuss them, are uncomfortable with “talking about death,” or have concerns that exploring planned gift options with donors may compete with annual and major gift fundraising efforts. The very idea of planned giving can seem overwhelming and complicated. But it doesn’t have to be.

Track: Executive Track

Perspectives on Ethics in Fundraising Panel

Presenters: Liz Vibber, Alle Bechtel, Robbe Healey, & Kyra McGrath

Wed, Aug 18

11:15- 12:15 PM

Identifying and navigating ethical dilemmas successfully depends on professional fundraisers balancing discretion, emotional intelligence, and a solid understanding of ethical boundaries with their responsibility to raise more money and nurture long-term relationships. In this panel discussion, leaders who interact with philanthropy from a variety of perspectives will share their experiences and their thoughts regarding the ethical conflicts they have observed in their own work.


In this session, you will learn how leaders in finance, operations, and senior fundraising roles have learned how to identify and address risky situations to avert problems and keep charitable organizations in the clear, free of questionable practices that can damage revenue and reputations. Bring your questions for the experts who will share their experiences, helping you to build your own evaluation skills and minimize your risk of ethical dilemmas.

Track: Mixed Medley

Does your organization truly embrace authenticity, or is it just lip service?

Presenters: Sophia Peake & Valerie Johnson

Wed, Aug 18

11:15- 12:15 PM

Nonprofit staff of color often feel like they must cope by avoiding any form of white discomfort, learning to make white people feel at ease when confronted with racism or bias. Join us to learn what you can do to remove unconscious bias from hiring, change your internal culture to match your external branding, and make your staff comfortable showing up as their true selves every day.

Track: Mixed Medley

Break and Visit Exhibitors

Wednesday,
Aug 18

12:15 PM

Take a break and use this opportunity to visit some of our exhibitors.

Funding for Special Projects: How to Fund the Fantastical and Innovative

Presenters: Andrea Thompson & Marietta Ulacia

Wed, Aug 18

12:45- 1:45 PM

This session will address how to fund your special projects that may be outside of the scope of your normal art-making. Context, anecdotes, and a basic rubric will be given around the fundraising nexus for special projects. The goal of this talk is to empower new development staff and presenters as they plan to fundraise for the “fantastical and innovative”. This will be conveyed through development of a rubric to determine if a project is special and how and which funders to approach for funding. This session is intended to spark conversation and ignite funding beyond the normal. Andrea Thompson and Marietta Ulacia have combined over five decades of experience in nonprofit and the arts and they will lay out what has worked for them.

Track: New Fundraisers Track

Cultivating Relationships with Corporate Funders

Presenters: Erinn Corbett-Wright, Dominique Goss & Amanda Foster

Wed, Aug 18

12:45- 1:45 PM

In this session, moderator Val Johnson will meet with the Portfolio Managers from TD's Office of Charitable Giving, all of whom work to drive broader philanthropic impact by aligning to the bank's global corporate citizenship strategy, the TD Ready Commitment. This panel will focus on how fundraisers should work to build relationships with corporate funders in order to achieve successful granting outcomes.

Track: New Fundraisers Track

Top Policies and Best Practices for Effective Nonprofits

Presenters: Kayci D. Petenko & Noel A. Fleming

Wed, Aug 18

12:45- 1:45 PM

This session will explore the various policies and best practices that are recommended for nonprofits. We will review best practices and discuss the importance of maintaining policies such as Conflicts of Interest, Gift Acceptance, and Investment Policies, as well as the critical issues involved in setting and implementing policies and practices for nonprofit organizations. As policies should be tailored to meet each organization’s specific needs, we will provide recommendations as to when a policy may or may not make sense for a particular type or size of nonprofit.

Track: Executive Track

Embrace the Power of your Legacy Pipeline

Presenter: Ligia Peña

Wed, Aug 18

12:45- 1:45 PM

The success of a legacy program relies on good prospects, inspiring stories and a strategic approach to moving donors. Without this thoughtful and strategic approach, you may find yourself with disengaged donors and very few pledges. The million dollar question is: what actions/moves should you do at every stage of the process? This very practical session will show you how simple it is to implement a 3-step pipeline matrix to move and inspire donors to leave a legacy to your organization and how to design engaging and personalized supporter journeys that will both excite and reinforce relationships with your donors.

Track: Executive Track

Nonprofit Enterprise Management: Recovery and the Path Forward

Presenters: Henri Cancio-Fitzgerald & Jeremy A. Gajkowski

Wed, Aug 18

12:45- 1:45 PM

Nonprofit organizations face unpredictable markets, increased reliance on philanthropy, and a constantly evolving set of challenges. At the same time, they are increasingly being asked to do more with less. In this session, we will discuss the path forward for managing operations, fundraising, and investment assets.

Track: Mixed Medley

Elevating PHLanthropy

Presenter: Monique Curry-Mims

Wed, Aug 18

12:45- 1:45 PM

Often when equity and responsiveness in philanthropy are discussed they are focused on grantmakers and funders. However, with philanthropy’s changing demographics in the Philadelphia Region, and with the growth of community advocacy and demand for social justice, nonprofit leaders need to learn how to elevate their own practices. In this interactive presentation, fundraisers and philanthropic leaders will identify how they can elevate their organizations and practices through:

● Insights into the current demographics and concerns of Philadelphia’s Philanthropic Landscape,
● Conversations on exploitative internal and external practices and how to move beyond them, and
● Exploring organizational and fundraising opportunities that present appropriate visions of impact and need for funders.


Track: Mixed Medley

Next Level Onboarding: A Two-Part Series for Engaging New Board Members

Presenters: Kelly Grattan & Theresa Leinker
Sponsored by Schultz + Williams

Thurs, Aug 19

10:00- 11:15 AM

Does your organization have a process for onboarding new board members? If so, is it possible your current approach isn’t sparking joy for these new volunteer leaders or building the foundation for an effective, long-term working relationship with staff? In this two-part series, we’ll share our approach, which optimizes the experience of your closest stakeholders as they embrace their new, vital role within your organization. Step by step, we’ll walk you through establishing an innovative, robust onboarding process or taking your existing process to that next level, setting the stage for deeper engagement with the organization, a broader understanding of their responsibilities, and a stronger commitment to their role in fulling your critical mission.

Track: General Session

What have we learned? Lessons from 12 months of virtual event video

Presenter: James Copes & John Evin Groome
Sponsored by Tolsma

Thurs, Aug 19

10:00- 11:15 AM

After years of producing video for fundraising events, 2020 forced us to learn on our feet. From planning your show’s segments to ensuring that your organization can re-use content long after the big day is over–we’ll share what we’ve learned helping our clients produce virtual events, and how those lessons can be applied to your next in-person fundraiser."

Track: General Session

Building Your Annual Plan: Strategy Drives the Tactics

Presenter: Tim Oleary
Sponsored by NextGen

Thurs, Aug 19

11:15- 12:15 AM

When building your annual direct mail plan, you have to know where you are before you decide where you are going. Using data – the right data – helps you build an informed plan that delivers the necessary short-term yield to support cash flow needs AND builds long-term value for a sustainable donor base that will fund your organization’s mission for years.

Track: New Fundraisers Track

The Case for Collaboration: Incorporating Meaningful Partnerships Into Your Case for Support

Presenter: Casey May & Anisha Sinha
Sponsored by CCS

Thurs, Aug 19

10:00- 11:15 AM

As nonprofit organizations reemerge from the pandemic, purposeful collaboration has become a critical component of transformational philanthropy. Learn how to leverage your partnerships to strengthen your case for support, enhance donor engagement, and maximize your impact.

Track: General Session

Fundraising Ethics: Special Considerations When Your Donors are Older Adults

Presenter: Robbe Healy

Thurs, Aug 19

11:15- 12:15 AM

Many of our best and most loyal major donors are senior adults. They may be cognitively aware and independent one day – confused and vulnerable the next. Health circumstances may suddenly change without your knowledge. Successful development officers have the insights, skills and abilities to assess donor circumstances and to determine whether a gift is in the best interest of the donor. Through discussion and case analysis, this session will explore the practical, moral and ethical issues in working with older adult donors, their advisors and family members.

Track: New Fundraisers Track

Blended Gifts - The Future of Gift Planning

Presenters: Judith L. Spiegel & Michael J. Degenhart

Thurs, Aug 19

11:15- 12:15 AM

Blended gifts combine current and major gifts with planned gifts. Why might a donor be interested in a blended gift? Many donors are able to maximize their giving with a combination major and planned gift. The “double ask” is now common in most capital campaigns. When individuals decide to create an endowment with a major gift, they often want to ensure that their gift continues into the future and creates a legacy. This presentation will contain specific examples of blended gifts from Penn State University’s current campaign from trustees, business owners, and investors; discuss the role of the embedded gift officer; and provide several vignettes to help identify and discuss potential blended gifts with donors. Blended gifts are the future of planned giving!

Track: Executive Track

Leading with Justice: Innovations in Diversity, Equity, and Inclusion for Development

Presenters: Erin A. Morton, Taylor Lescallette, & Amy Bryant

Thurs, Aug 19

11:15- 12:15 AM

Today, diversity and inclusion efforts are often underscored by the pursuit of equity and justice. However, how these values are applied is unique to every industry and organization. Furthermore, while “equity” and its application - in many cases- is fairly understood, “justice” is not so easily reconciled.

Our presentation will focus on the concept of justice in fundraising and how leading with that value can help to innovate the ways we develop a diverse and inclusive development shop. We will specifically discuss how this concept can be applied to:

· Supporting staff through difficult conversation with donors

· Hiring, internships and developing the talent pipeline for frontline fundraising jobs

· Accountability, metrics, and measures of success

Like many development shops, we established an Inclusion, Diversity, Equity, and Access (I.D.E.A) in reaction to the harrowing events of last year. Accordingly, we will be unable to present particular case studies from our own work as many of our initiatives will still be in their pilot phase. Rather, our presentation is intented to provoke new thinking in how we recruit and retain diverse talent and how we hold ourselves accountable to our diversity, equity, and inclusion goals. The presentation will be given by Amy Bryant, the Chair of our I.D.E.A. committee; Taylor Lescallette, Director of Advancement Services who leads recruitment for our department, and Erin Morton, the lead for our I.D.E.A. committee’s talent working group.


Track: Executive Track

Thriving Outside Your Comfort Zone! Fundraising for CEOs

Presenter: Susan Bartels, MSW & Lisa Verges

Thurs, Aug 19

11:15- 12:15 AM

Congratulations! Your professional expertise and leadership skills have landed you the top job in your organization. You have a solid understanding of what it takes to be excellent at the direct services that your nonprofit delivers, but what about fundraising? Maybe you’ve written some grant proposals, but the world of individual and major giving, working with your Board, and keeping development and event committees effective is all new. What’s important to fit into your schedule? What can you delegate? How can you tell if it’s working?

As CEO of Big Brothers/Big Sisters of the Lehigh Valley, Susan will share her insights into the process of expanding from a program leader to a resource development leader – what you must make time to do, what you can expect from board and staff, the questions to ask when you’re managing staff with experience in an unfamiliar area, and what’s most strategic to delegate.



Track: Mixed Medley

Emergent Asking-Get the Resources You Need Now

Presenter: Valerie Jones

Thurs, Aug 19

11:15- 12:15 AM

As we emerge from the shelter of isolation into the pandemic tornado’s aftermath, we need help. We must tap every resource we can, personal and professional. But how? Stunned by information overload, socially awkward and hesitant, many of us don’t, won’t or can’t ask for the help we need. Yet there are allies all around us. Those who ask well, who know who, how, and when to ask, succeed. For themselves, their families, friends, and causes. They ask with integrity and strategically, rarely getting a no, and, when they do, they are unfazed, even cheerful, and often on good terms with those who decline their request. We ask all the time, either badly or well. Sadly, some of don’t ask at all.

 

Emergent Asking will give you the juice you need to get back in the game. You’ll learn that the flip side of your asking fear is your asking strength. You’ll learn to ask authentically, by tapping into why you want what you want. You’ll discover your Asking Personality and how to use it to set yourself up for success. You’ll learn to overcome both internal and external asking barriers. You’ll learn to clarify and simplify your message, to find new allies and to embrace this brave new world. You’ll learn to ask in any arena of your life, whether you seek a gift, a favor or a refund.

 

Most important, you’ll learn to show up as the person who gets a yes.

Track: Mixed Medley

Next Level Fundraising Appeal Letters

Presenter: Bill Dewan

Thurs, Aug 19

12:45- 1:45 PM

Next Level Fundraising Appeal Letters, Annual Appeal.
lot goes into sending a fundraising letter. The list, the greeting, a compelling story, the ask and… don’t forget the P.S. In this session, we will learn how to write compelling fundraising letters and get them into the right hands! Leave feeling informed and inspired to write and send fantastic appeal letters! …. P.S. You already have the tools - we will work to put them all together! New and intermediate fundraisers from organizations of all sizes Participants will learn strategies to check their mailing lists for things like duplicates and the right greetings. Participants will learn storytelling techniques that will grab the reader’s attention. Participants will craft their own “six-word story.” Participants will learn different appeal styles and theories.


Track: New Fundraisers Track

Break and Visit Exhibitors

Thurs, Aug 19

12:15- 12:45 PM

Take a break and use this opportunity to visit some of our exhibitors.

Leadership 2022- Re-Focus, Repair and Re-energize staff into a better team

Presenter: Russell Gartz

Thurs, Aug 19

12:45- 1:45 PM

This session will discuss how to make your staff into an improved team, a new team, a winning team- after the pandemic- whether your culture was great and without problems or it was troubled before the pandemic- what can you do to refocus, repair and reenergize your staff to develop a team that dominates the market and is healthy and ready for the next challenge. Leadership is an often used word with lots of attention, books, talks, webinars and other discussions on the topic. Why is that? Because too many organizations have a void in leadership- leadership that impacts the bottom line that is- remember leadership can be negative too! Re-focus, repair and re-energize yourself so you can lead your team during the most challenging of times. Your authenticity, trust building, relationship deepening and focus on goals is paramount to your success and your team’s growth. How much time do you spend on the health of your team or organization? How well do you know your teammates? Are you investing in your team? Re-focusing, repairing and re-energizing your team is for leaders of all levels and experience. Everyone’s team is in need of improvement after the pandemic- how will you be the leader that the team dynamic is a priority- Health over Smarts- you hire smart people- lead them to better health, thereby better bottom line results and employee satisfaction. This session will help you evaluate your team and self, identify weaknesses, and develop a plan for improved team dynamics, relationships and health through a plan to measure key elements of organizational health.

Track: Executive Track

Stewardship: It Boosts Corporate Giving, Too!

Presenter: Natalie R. Krauser

Thurs, Aug 19

12:45- 1:45 PM

Even though corporate philanthropy represents less than 15% of overall giving, there are many opportunities to secure funding that matches a nonprofit’s needs. Join Natalie to explore how focusing on your stewardship skills will ensure you’re the nonprofit invited to receive the gift. By understanding which employees are passionate about your mission you’ll identify key opportunities to engage them as volunteers, and ultimately leverage them as advocates throughout the company. We’ll use case studies, hear about current successes and develop solutions based on comments and questions from the participants.

Track: Mixed Medley

Not So #Basic: How to be a Dynamic Manager

Presenters: Elizabeth Hefner, Kelly Grattan and Doris Parent

Thurs, Aug 19

12:45- 1:45 PM

Who doesn’t aspire to be a good manager - using best practices, having staff that respect you, leveraging your team to move the needle? But, wouldn’t it be even better if you were the kind of manager staff gush about? To have staff that didn’t want to leave after two or three years? To see the kind of fundraising results that could only be the work of a high-performing team? And, let face it, to deal with your toughest challenges without completely losing your s***. This session focuses on those strategies, tactics, and tools that have the power to take your management capabilities to the next level, including: building an inclusive work culture, reducing stress in challenging situations, and continuously improving your management skills.

Track: Mixed Medley