fundraising day in new york 2012

Transcription

FUNDRAISING DAY
IN NEW YORK
2012
America’s Premier
One-Day Conference
on Philanthropy
Friday, June 8, 2012
The New York Marriott Marquis
New York City
Conference presented by
Association of
Fundraising Professionals
New York City Chapter
The New York City Chapter of the Association of Fundraising Professionals gives
special thanks to these generous companies for their support of our chapter and
of Fundraising Day in New York 2012.
PACESETTER
Abigail Kirsch Catering Relationships/PIER SIXTY
CPS Events at the Plaza/Great Performances
DIRECT MAIL/CROSS-MEDIA
PARTNER
Quality Letter Service, Inc.
FRIEND PLUS SPONSORS
Elizabeth Rose Consulting, LLC
The Whelan Group
PATRON PLUS SPONSOR –
PROMOTIONAL ITEMS
FRIEND SPONSOR
Geiger
Cavan Executive Search
Development Resources, Inc.
PATRON SPONSORS
Blackbaud
DRG, Inc.
NYU Heyman Center for Philanthropy
and Fundraising
Education and Research Foundation
of the Better Business Bureau of
Metropolitan New York, Inc.
Projects Plus, Inc.
Hartley Consulting, Inc.
Interactive Systems Inc.
CONTRIBUTING PLUS SPONSORS
CCS
Grounds 4 Good
Jacobson Consulting Applications
MEDIA PLUS PARTNER
The Chronicle of Philanthropy
SankyDirect | Sanky Communications, Inc.
MEDIA PARTNERS
BizBash Media
CONTRIBUTING SPONSORS
Fidelis Group
Avectra
Fundraising Success
DonorDrive by Global Cloud
Nonprofit Technology News
Fedcap Rehabilitation Services
The NonProfit Times
FirstGiving
Merkle Response Management Group
Salsa Labs
Special Events Unlimited, Inc.
Susan Ulin Associates Ltd.
Fundraising Day in New York • 2667 Hyacinth Street, Westbury, NY 11590 • T 516.333.0681 • F 516.333.0689 • [email protected]
FRDNY AT A GLANCE
7:30 – 8:45
SolutionsCenter Open – Network!
8:45 – 10:00
First Session of Programs
10:00 – 10:45
Break and Networking Lounge Session
with Laura Fredricks in the
SolutionsCenter
10:45 – Noon
Second Session of Programs
Noon – 12:30
Networking in the SolutionsCenter
12:30 – 1:45
Luncheon with Keynote Speaker
2:00 – 3:15
Third Session of Programs
3:15 – 4:00
Break and Networking Lounge Session
with Jane C. Geever in the
SolutionsCenter
4:00 – 5:00
Fourth Session of Programs
The SolutionsCenter is open from
7:30 am until 4:00 pm.
TABLE OF CONTENTS
2
3
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Connect with us and join
the FRDNY discussions!
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and upload your FRDNY photos!
Follow @NYCAFP and #FRDNY for
Fundraising Day in New York tweets!
New York City Chapter, AFP
2012 Board of Directors
Welcome to Fundraising Day
in New York 2012
Keynote Speaker:
Andrew D. Plepler, Bank of America
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FRDNY 2012 Committee
8
FRDNY 2012 Sponsors
10
FRDNY 2012 Exhibitors
20
FRDNY 2012 Sessions
26
FRDNY CFRE Tracker
28
FRDNY 2012 Faculty
56
FRDNY At A Glance
NEW YORK CHAPTER, AFP
2012 BOARD OF DIRECTORS
OFFICERS
President
Stephanie Thomas
President
Immediate Past President
Myles B. Amend
Associate Head of School Advancement
Trinity School
President-Elect
Mark Hefter, JD
National Director, Planned Giving
American Technion Society
Treasurer
Steve Jacobson
President & CEO
Jacobson Consulting Applications, Inc.
Vice Presidents
Communications and Development
Gary Weinberg
President
Governance and Public Policy
Austin Wrubel
Campaign Research and Stewardship
Manager New York – Presbyterian Hospital
Professional Advancement
Adrienne Prassas
Director, Grants Program & Scientific Communications
Hope for Depression Research Foundation
Secretary
Laura Fredricks JD
Laura Fredricks, LLC
Chair, National Philanthropy Day
Toby E. Boshak
Executive Director
Princess Grace Foundation-USA
Chair, FRDNY
Donna J. Wall, CFRE
Fundraising Consultant
Chair, Development Committee
Ny Whitaker
President
NY WHITAKER INC.
Adjunct Faculty, NYU School of Continuing
and Professional Studies
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MEMBERS
H. Aldervan Daly
City Families
PAST CHAIRS OF FUNDRAISING
DAY IN NEW YORK
Pat De Sibio
Co-Director
Projects Plus, Inc.
2011
Barbara Eckstadt
VP, Sanky Direct
Sanky Communications, Inc.
Stephanie Thomas
Sergio Furman
Vice President of Individual Giving
Wildlife Conservation Society
2005 – 2006
Robert P. Hoak Jr.
Principal
The Augustus Group, Inc.
John W. Hicks, CFRE
Giselle Holloway
Director, Direct Response
International Rescue Committee
1999 – 2000
Gary Laermer
Senior Vice President &
Chief Development Officer
YMCA of Greater New York
Lynn Weinberg
Tara Nestell
Director of Major Gifts
St. Luke’s and Roosevelt Hospitals
Andrew Shackett
Principal
ASA Consulting
Cathy Sharp
Director, Individual & Corporate Relations
BronxWorks
Susan Shattuck
Co-Founder and Principal
Honarary Director
Penny Stoil
Co-Director
Project Plus, Inc.
Elizabeth B. Wagner, CFRE
2009 – 2010
2007 – 2008
Peggy Mathieu, CFRE
Myles B. Amend
2003 – 2004
2001 – 2002
Lanie Dommu
Margaret M. Holman
1998
1996 – 1997
Susan B. Ulin
1995
Patricia Pollok, CFRE
1994
Carol Cohen LaRose
1992 – 1993
Eleanor Cicerchi, CFRE
1991
Robert L. Serow, CFRE
1989 – 1990
Vivian L. Holmes
1988
Stephen Wertheimer, CFRE
1986 – 1987
Donna Bonem Rich
1984 – 1985
Duncan Hartley, Ph.D., CFRE
1983
Aldo C. Podesta, CFRE
1982
George J. Theobold, Jr., CFRE
1980 – 1981
George T. Holloway
FUNDRAISING DAY
IN NEW YORK
2012
America’s Premier
One-Day Conference
on Philanthropy
Dear Colleagues and Friends,
When I first attended Fundraising Day in New York in the early 90s as a “newbie,” my only complaint
was that there wasn’t enough time in the day to take in all the amazing knowledge and ideas being
shared. I didn’t want to attend only the sessions that related to my current job; I wanted to hear
what everyone was saying, to learn best practices and emerging ideas in all areas of fundraising
and philanthropy. Over the years (and nearly two decades worth of FRDNY conferences later!), I’ve
had that opportunity. I feel so privileged to have learned from and networked with some of the most
esteemed fundraisers and philanthropists from around the country. Now, I’m fortunate to lead the
team that created FRDNY 2012, one of the greatest learning opportunities in our field.
As always, I wish I could be everywhere today: catching up on technology and social media (perhaps
with the man who ran President Obama’s 2008 web-based campaign!); learning what drives
individual major donors (Robert Frank of CNBC is back with more exciting insights on why the
wealthy give!); hearing directly from top corporate and foundation donors; learning advanced
fundraising strategies from seasoned experts; engaging in hands-on learning in the Workshops;
getting a “refresher” on the Fundamentals Track; finding out how to get it all done – and done well!
– in a small shop (the Small Shops Track is new this year!); finding answers to my development
dilemmas in the SolutionsCenter; visiting Laura Fredericks and Jane Geever in the new Networking
Lounge during session breaks; and perhaps signing up in advance for a career counseling session.
Whew! And there’s so much more! Thank goodness we will all hear from Andrew Plepler, Bank of
America’s Global Corporate Social Responsibility Executive and Consumer Policy Executive, who
will share his insights on fundraising and philanthropy during the luncheon.
I’m so glad you could be here for this exciting day. Enjoy every minute of it!
Warm Regards,
Donna J. Wall, CFRE
Chair, Fundraising Day in New York 2012
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KEYNOTE SPEAKER
Andrew D. Plepler
Andrew D. Plepler is Bank of America’s Global Corporate Social Responsibility Executive and
Consumer Policy Executive.
In this role, Plepler is responsible for formulating strategy and overseeing Bank of America’s
community engagement assets and activity. These include the company’s philanthropic grants,
community development lending and investing goals, Community Reinvestment Act (CRA)
compliance, employee volunteerism programs, partnerships with nonprofit organizations,
arts and culture programming, and the company’s environmental initiative. He also serves as
the senior executive responsible for interfacing with consumer and community groups while
representing Bank of America’s position on critical consumer issues impacting those
organizations and their constituents.
As part of his responsibilities, Plepler and his team manage Bank of America’s ten-year, $1.5
trillion community development lending and investing goal; ten-year, $2 billion philanthropic investment goal; and ten-year, $20 billion
environmental initiative.
Prior to joining Bank of America, Plepler served as Senior Vice President of Housing and Community Initiatives with the Fannie Mae
Foundation. He oversaw three of the foundation’s primary grant-making departments, as well as its regional offices in Atlanta, Chicago, Dallas,
Pasadena and Philadelphia.
Before joining the Fannie Mae Foundation, Plepler was a trial attorney for the U.S. Department of Justice in the Tax Division and served on
Capitol Hill as counsel to the U.S. Senate Committee on the Judiciary. Plepler earned a Bachelor of Arts degree in government from Franklin
& Marshall College in Lancaster, PA, and a Juris Doctorate from the University of Miami School of Law in Coral Gables, FL.
Plepler founded and continues to serve on the board of the Washington, DC-based Urban Alliance Foundation, a nonprofit jobs and mentoring
program that works with economically disadvantaged high school students. In addition, Plepler serves on the Board of Directors for the
Charlotte Country Day School, Local Initiatives Support Corporation, Living Cities Inc., and the Independent Sector.
Fundraising Day in New York delivers dynamic programming for fundraisers
at all levels of experience and in all types of organizations.
NEW Small Shop Sessions
Truly Fundamental
A new track of programming devoted to the unique challenges
of small development offices, with speakers themselves from
successful small shops. The track addresses staffing, working
with boards and volunteers, and how to get things done when
you are the one to do it all.
New to fundraising? The Fundamentals track at FRDNY gives you a
comprehensive overview of the different channels of fundraising. Four
back-to-basics sessions will teach you everything you really need to
know and there’s time for questions too. Attendees of this track
receive a Certificate in Fundraising if they attend all four sessions.
Highlights
Workshops – More hands-on than ever before
Stephen Geer, Director of Online Fundraising for the 2008 Obama
Campaign, and Partner at OMP, will discuss what nonprofits can
learn from the Obama Campaign – and what is on the horizon for
2012. (4:00 pm as part of the Direct Response & Web, Tech & Social
Media tracks)
FRDNY offers special workshops with limited seating to provide
each attendee with that “roll up your sleeves,” hands-on experience.
Topics cover: making the ask; interviewing; planned giving on a
shoestring budget; and effective web fundraising.
Robert Frank, CNBC; Stacy Palmer, Editor, The Chronicle of
Philanthropy; Matthew Bishop, US Business Editor and New York
Bureau Chief, The Economist, discussing how today’s philanthropists
make their giving decisions. (4:00 pm as part of the Advanced
Fundraising, Major Gifts & Research tracks)
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Fundamentals in Fundraising Certificate
Maurice Gurin Memorial Scholarship
A special curriculum (Fundamentals Track) for new fundraisers is
a valuable tool for a solid understanding of our profession. Attendees
of this track receive a Certificate in Fundraising if they attend all
four sessions.
Maurice Gurin was a founding member of the Association of
Fundraising Professionals. Mr. Gurin left a legacy of education and
mentoring of new fundraisers, specifically through an endowment for
the Maurice Gurin Scholarship at Fundraising Day in New York. That
first generous act a dozen years ago has paved the way for almost
400 deserving fundraisers from organizations with minimal budgets
to learn more about their chosen profession at Fundraising Day in
New York. The Gurin Scholarship is kept flourishing with donations
from our chapter leadership and volunteers. Today’s conference
welcomes 9 more Gurin Scholars. If you are interested in applying
for a Gurin Scholarship next year, or wish to support future Gurin
Scholars, contact FRDNY at [email protected].
Certified Fundraising Executive (CFRE)
Fundraising Day in New York is an accredited program for
certification and recertification as a CFRE. Today’s Program
Tracker is on page 26.
Go to www.nycafp.org for more information about
our CFRE study group.
Career Mentoring
Career Mentoring is located in the SolutionsCenter on the
5th Floor, and is open from 8:00 am to 3:30 pm. In addition to
private consultation sessions, attendees can sign up for a
one-on-one counseling session to review their LinkedIn profile.
Networking Sessions
Located in the SolutionsCenter
While you are visiting the many companies in our SolutionsCenter
avail yourself of the chance to meet some of the greatest minds in
fundraising. These experts will host two networking sessions during
conference breaks; you can ask specific questions and participate
in conversations about challenges in our workplace. A break from
traditional convention programming, these intimate gatherings allow
you to get answers to your
problems, ask the question
that is on your mind, and get
input from experts that are
outside your personal network.
Networking Lounge Special Guests:
Laura Fredricks, JD, President, Laura Fredricks, LLC, expert fundraiser,
author, and renowned international speaker, opens her session in
conversation with Veronica Dagher, Moderator and Co-Creator of Dow
Jones’ Wealth Advisor, 10:05 am to 10:35 am. Jane Geever, Chairman,
J.C. Geever, Inc. author of Foundation Center’s Guide To Proposal
Writing, opens her session with 9 Simple Steps to Success with
Foundations, 3:20 pm to 3:50 pm.
Sponsors
Myles Amend
Mark Hefter
John Hicks, CFRE
Sharon & Bill Horan
Steve Jacobson
Mark Kalish, CFRE
Patricia Lambe
Amy Leveen
Tara Nestell, CFRE
Poonam Prasad
Donna J. Wall, CFRE
Ny Whitaker
Become a Member!
Core Activities
Member Benefits
•Education
•Free or discounted admission to select events
•Mentoring
•Advocacy
•Credentialing
•Networking
•Fundraising Resource Center including white papers, how-to guides and more
•Training
•National and International Job Listings
•Research
•Mentoring Programs
•Updates on Federal and State Legislation Advocacy
Co-Sponsors
Meredith Beitl
Toby Boshak
Barbara Eckstadt
Paul Habig
Marilyn Hoyt
Gary Laermer
Melissa Lee
Maureen O’Connor
Leslie Price
Adrienne Prassas
Susan Ulin
•Bi-Monthly Magazine
Association of
New York City Chapter • AFP’s Founding Chapter
www.nycafp.org
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FRDNY 2012 COMMITTEE
We thank our committee of dedicated professionals who are
working hard to give us the best educational and networking
experience at FRDNY 2012.
General Chair
Donna J. Wall, CFRE*
Vice Chairs, Program
Marilyn Hoyt*
Susan Shattuck*
Vice Chair, Operations
Myles B. Amend*
FRDNY Management
Eileen Dengler*
Exhibits Management
Stuart Boysen, III, Ph.D.*
Arrangements
Pat DeSibio*
Paul Reitz*
Penny Stoil*
Career Mentoring
Joy Cooper
Carmel G. Napolitano
Advanced Fundraising
Mark Kalish
Patrick O’Connell
Marketing
Toby E. Boshak
Barbara Eckstadt*
Melissa Lee
Amy Leveen
Corporate and Foundation Giving
John Hicks, CFRE
Sadie Slootsky
Scholarships
Trish Lambe
Maureen O’Connor
Direct Response
Giselle Holloway
Lisa Maska, CFRE
Amy Tripi
Volunteer Staffing
Jessica Dickson
Leslie J. Price
Fundamentals
William Horan
Jorge De Jesus
Major Gifts
Linda C. Hartley
Brenna Sheenan Mayer
Research
Bill Powers
Poonam Prasad
Special Events
Meredith Beitl
Susan Ulin
Web, Tech & Social Media
Paul Habig
Steven G. Jacobson
Small Budget Organizations
Terry Billie
Edward Griffin
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Workshops
Lorri M. Greif, CFRE
Laurie Krotman
AFP NYC President Stephanie Thomas*
AFP NYC Management Kellen Company
AFP NYC Treasurer Steven G. Jacobson*
*Executive Committee
Donna J. Wall, CFRE
General Chair
Donna J. Wall is a Certified Fundraising
Executive with 18 years of fundraising
experience. She has worked for a variety
of local and national not-for-profit
organizations cultivating and stewarding
corporate and foundation donors and
managing millions of dollars in private
and public funding. In addition, she has
provided individualized fundraising
technical assistance for various
not-for-profit organizations around the
country and conducted group fundraising
workshops. Ms. Wall is a member of the
Association of Fundraising Professionals
and serves on the Board of Directors for
the Association’s New York City Chapter.
Marilyn Hoyt
Susan Shattuck
Myles B. Amend
Vice-Chair, Program
Vice-Chair, Program
Vice-Chair, Operations
Marilyn Hoyt has volunteered with
Fundraising Day in New York many years
since 1983. She has also presented for
Fundraising Day Long Island and San
Francisco and served on the New York
AFP board. She presents nationally
and internationally including recent
work in India and Panama and as a
trainer with the Foundation Center.
She also consults to two grantmakers.
Past work includes 20 years as founding
staff of the New York Hall of Science
heading advancement and as COO and
post-founder CEO. Earlier she served
12 years as a grantmaker for the
Westchester Arts Council and the
Washington State Arts Commission.
She also worked for J.C.Geever, Inc. with
both operating and capital campaign
clients. Marilyn is one of the authors of
the Foundation Center’s book, After the
Grant and wrote the fundraising chapter
for the Handbook for Small Science
Centers. She is Chair of New Knowledge
and an Advisory Board member of
Columbia University’s Masters in
Fundraising program and Chicago’s
Public Housing Museum.
Susan Shattuck is a Principal of Special
Events Unlimited, Inc., an event
management, marketing and fundraising
consulting firm she founded with Laurie
Krotman in 1992. The firm specializes
in raising funds for non-profits through
event campaigns that focus on donor
identification, cultivation and expansion.
Susan also specializes in event program
creation, script writing, and production.
A few of her current and past clients
include the National Meningitis
Association, the New York Genome
Center, D.A.R.E. America, Habitat for
Humanity, Juvenile Diabetes Research
Foundation, The Brooklyn Hospital Center
and AMREF USA. Prior to founding SEU,
Susan was a news manager and field
producer for WCBS-TV and CBS News.
She was also a leader of and worked with
a coalition of New York environmental
groups on a statewide campaign to
establish recycling and other green
initiatives.
Myles B. Amend is Associate Head
of School for Advancement at Trinity
School where he has served since
2000. He is responsible for all
institutional advancement efforts:
development, alumni relations, special
events, admissions and financial aid,
communications, and the school’s
archives. He chaired the School’s recent
strategic planning process and is
coordinating the plan’s implementation.
Myles led the school’s $40 million
Trinity300 Campaign and planned and
directed Trinity’s year-long 300th
Anniversary celebration.
Susan is a member of the Association
of Fundraising Professionals and serves
on the Board of Directors for the
Association’s New York City chapter. She
has served on the planning committee
for Fundraising Day in New York for two
years, and on the planning committee
for National Philanthropy Day since
2006. She is a member of Women in
Development and serves on the Special
Programs committee. Susan is on the
faculty of NYU’s School of Continuing
and Professional Studies where she
teaches the event fundraising track for
the Heyman Center of Philanthropy.
Myles began his career in education as a
teacher at Blessed Sacrament-St. Gabriel
High School in New Rochelle, NY. He then
served as Director of Development and
Finance at Rice High School in Harlem
and then as Principal of Tampa Catholic
High School in Tampa, Florida. From
1994-2000, Myles was Deputy Director
for Institutional Advancement and
Governance at the Museum of the City
of New York. He is a graduate of Iona
College and holds Masters Degrees in
history from New York University and in
independent school leadership from
Columbia University Teachers College.
Myles has been a member of the Board
of Directors of the Greater New York
Chapter of the International Association
of Fundraising Professionals since 2003
and is Immediate Past President of the
Chapter. He is a former chair of
Fundraising Day in New York, has been a
frequent speaker at FRDNY, for AFP,
and for CASE, and was a member of the
2012 CASE/NAIS Annual Independent
Schools National Conference Planning
Committee. He is on the Board of
Trustees of West Side Montessori School.
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FRDNY 2012 SPONSORS
The New York City Chapter of the Association of Fundraising Professionals gives special thanks to
these generous companies for their support of our chapter and of Fundraising Day in New York 2012.
DIRECT MAIL & CROSS MEDIA
PARTNER
22 West 32nd Street
New York, NY 10001
Ph: 212.268.3402
[email protected]
www.fundraisesmarter.com
PACESETTER SPONSOR
Abigail Kirsch Catering
Relationships/Pier Sixty
Chelsea Piers, Pier 62
Suite 300
New York, NY 10011
Tel: 212.336.6144
[email protected]
www.abigailkirsch.com
CPS Events at The Plaza/
Great Performances
770 Fifth Avenue
New York, NY 10019
Ph: 212.549.0550
Fax: 212.549.0548
[email protected]
www.theplaza.com
PATRON PLUS SPONSOR
Geiger
130 N. School Lane
Souderton, PA 18964
Ph: 717.495.0375
[email protected]
www.geiger.com/frdnypromo
PATRON SPONSORS
Blackbaud
2000 Daniel Island Drive
Charleston, SC 29492
Ph: 843.216.6200
Fax: 843.216.6100
[email protected]
www.blackbaud.com
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NYU Center for Philanthropy
and Fundraising
29 Washington Square West, Suite 1D
New York, NY 10011
Ph: 212.998.6777
[email protected]
www.scps.nyu.edu/phil
Projects Plus, Inc.
145 West 45th Street, Suite 300
New York, NY 10036
Ph: 212.997.0100
Fax: 212.997.5631
[email protected]
www.projectsplusinc.com
CONTRIBUTING PLUS SPONSORS
CCS
461 Fifth Avenue, 3rd Floor
New York, NY 10017
Ph: 800.223.6733
Fax: 212.967.6451
[email protected]
www.ccsfundraising.com
Grounds 4 Good
320 North 3rd Street
Telford, PA 18969
[email protected]
www.grounds4good.com
575 8th Avenue, 21st Floor
New York, NY 10018
Ph: 212.981.8405
Fax: 212.465.2349
[email protected]
www.jcainc.com
SankyDirect | Sanky Communications, Inc.
599 11th Avenue, 6th Floor
New York, NY 10036
Ph: 212.868.4300
Fax: 212.868.4310
www.sankyinc.com
CONTRIBUTING SPONSORS
Avectra
7901 Jones Branch Drive, Suite 500
McLean, VA 22102
Ph: 703.506.7000
Fax: 703.506.7001
[email protected]
www.avectra.com
30 West Third Street
Cincinnati, OH 45202
Ph: 866.244.0450
[email protected]
www.donordrive.com
211 West 14th Street
New York, NY 10011
Ph: 212.727.4339
Fx: 212.727.4326
[email protected]
www.fedcap.org
FirstGiving
34 Farnsworth Street, 3rd Floor
Boston, MA 02210
Ph: 617.542.0010
[email protected]
www.firstgiving.com
100 Jamison Court
Hagerstown, MD 21740
Ph: 301.790.3100
Fax: 301.790.3102
[email protected]
www.merkleresponseservices.com
Salsa Labs
1700 Connecticut Ave NW
Washington, DC 20009
Ph: 866.796.8345
[email protected]
www.salsalabs.com
440 Kent Avenue, Suite 6E
Brooklyn, NY 11249
Ph: 212.244-.7333
[email protected]
www.specialeventsunlimited.com
156 Fifth Avenue, Suite 1100
New York, NY 10010
Ph: 212.675.9474
[email protected]
FRIENDS PLUS SPONSORS
Elizabeth Rose Consulting, LLC
1114 Avenue of the Americas, 39th Floor
New York, NY 10036
Ph: 212.684.1110 ext. 102
Fax: 866.304.9930
[email protected]
www.elizabethroseconsulting.com
The Whelan Group, Inc.
483 Tenth Avenue, Suite 530
New York, NY 10018
Ph: 212.727.7332
Fax: 212.727.7578
[email protected]
www.whelangroup.com
FRIEND SPONSORS
Cavan Executive Search
48 Wall Street, 25th Floor
New York, NY 10005
Ph: 646.378.3780
[email protected]
www.cavansearch.com
Development Resources, Inc.
708 Third Avenue, 6th Floor
New York, NY 10017
NY Office: 212.209.1042
DC Office: 703.294.6684
[email protected]
www.driconsulting.com
DRG, Inc.
130 East 40th Street, Suite 800 New York, NY 10016
Ph: 212.983.1600 [email protected]
www.drgnyc.com
Education and Research Foundation
of the Better Business Bureau of
Metropolitan New York, Inc.
30 East 33rd Street, 12th Floor
New York, NY 10016
Ph: 212.358.2815
Fax: 212.533.7502
[email protected] www.newyork.bbb.org
Hartley Consulting, Inc.
2550 Independence Avenue, Suite 6G
Riverdale, NY 10463
Ph: 718.432.1441
Fax: 718.432.1444
[email protected]
www.hartleyconsulting.com
Interactive Systems Inc.
2101 Gaither Road, Suite 175
Rockville, MD 20850
Ph: 301.258.3614
Fax 301.921.4579
[email protected]
www.isiservices.com
Fidelis Group
223 Gates Road
Little Ferry, NJ 07643
Ph: 201.641.4701
www.thefidelisgroup.net
FundRaising Success Magazine
1500 Spring Garden Street, 12th Floor
Philadelphia, PA 19130
Ph: 215.238.5300
Fax: 215.238.5270
www.fundraisingsuccessmag.com
10 Tindall Road
Middletown, NJ 07748
Ph: 732.704.7742
Fax: 732.865.7070
www.nptechnews.com
The NonProfit Times
201 Littleton Road
Morris Plains, NJ 07950
Ph: 973.401.0202
www.nptimes.com
MEDIA PARTNER PLUS
Chronicle of Philanthropy
1255 23rd Street, NW, 7th Floor
Ph: 202.466.1786
Fax: 202.296.2691
[email protected]
www.philanthropy.com
MEDIA PARTNERS
BizBash Media
8 West 38th Street
New York, NY 10018
Ph: 646.839.6833
Fax: 646.638.3601
[email protected]
www.bizbash.com
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2012 SolutionsCenter PARTNERS
1Women in Development,
New York
Lester, Inc.
407 Abigail Kirsch Catering
Relationships
2
213
Advanced Solutions
International
3
People & Systems
214
Blue State Digital
4
Regina Printing Corporation
215
BizBash Media
5
The Fidelis Group
216
The J Media Group
410
Association of Fundraising Professionals
6
The New School
217
NYFF Events
412
New York City Chapter, AFP
7
8
300DonorPerfect/
SofterWare, Inc.
413
The NonProfit Times
(NPT Publishing)
301
Tony Martignetti
Nonprofit Radio
B&W Press
408
NYU Heyman Center for
Philanthropy and Fundraising
409CPS Events at The Plaza Hotel
100The Chronicle of
Philanthropy
302Marts & Lundy
415
101
Trinity Direct
303give2gether
500
Visual Graphic Systems
102
Ruotolo Associates Inc.
305
DMJ Digital Media
502
Grounds 4 Good
103
New York Marriott Marquis
306
IATS Payments
506 Staffing Boutique
104
Magnet Direct
307
BidPal, Inc.
507
DONORWALL DESIGN GROUP
508
HEP Development
105iWave Information Systems –
Prospect Research Online
106
Faircom New York
309 North Park University – School of Business and Nonprofit Management
109Foundation Center
311Comprehensive Prospect
Research
110BiG Productions
312
Curran & Connors, Inc.
111RuffaloCODY
313
Carrie Chatterson Studio LLC
112
314
Salsa Labs
315
Professionals for NonProfits
Columbia University –
School of Continuing Education
113Avectra
115FirstGiving
316SankyNet
117DonorDrive by Global Cloud
317
118Call2Action
400/02 Quality Letter Service, Inc.
200DonorSearch.net
401
201
403Blackbaud
SofTrek Corporation
Merkle Response
Management Group
Projects Plus, Inc.
202CCS
404Geiger
203PLANiTCiTY
405
Changing Our World, Inc.
204
The Graduate School
at Bay Path College
406
Jacobson Consulting
Applications, Inc.
205
Telosa Software
206FundRaising Success
207ibidmobile.net
10
212
510Karma411
513
Media for Social Profit
515
The Execu-Search Group
517
Care2, Inc.
SolutionsCenter Partners in
Alphabetical Order
Association of Fundraising
Professionals
Exhibit # 410
Abigail Kirsch Catering Relationships
WEBSITE: www.afpnet.org
4300 Wilson Blvd., Suite 300
Arlington, VA 22203
PHONE: 703.684.0410
FAX: 703.684.0540
CONTACT: Lori Gusdorf, CAE
EMAIL: [email protected]
BUSINESS CATEGORIES: Education/Training,
Member Benefits, Other
EXHIBITORS: Lori Gusdorf, CAE, Lynn Smith, CMP
2012 FRDNY SPONSOR
Exhibit # 407
WEBSITE: w
ww.abigailkirsch.com
Pier Sixty, Chelsea Piers
23rd Street and Westside Highway
New York, NY 10011
PHONE: 212.336.6060
FAX: 212.336.6417
CONTACT: Meredith Barsky
BUSINESS CATEGORIES: Special Events, Other
EXHIBITORS: Meredith Barsky, Valerie Perez
Abigail Kirsch Catering Relationships provides
culinary excellence and event management for
your fundraising Gala in our exclusive venues PIER
SIXTY, The Lighthouse, Stage 6, Tappan Hill, NY
Botanical Garden or at an off-premise location
of your choice.
Advanced Solutions International
Exhibit # 213
WEBSITE: www.advsol.com
901 N. Pitt Street, Suite 200
Alexandria, VA 22314
PHONE: 800.727.8682 x2404
CONTACT: Brian O’Donnell
BUSINESS CATEGORIES: Computer Software/
Hardware, Fundraising Products/Programs,
Online Fundraising Services
EXHIBITORS: Christopher Arriviello,
Brian O’Donnell
ASI is the largest, privately-owned provider
of performance improvement solutions for
non-profits. For 20 years, we have worked with
4000 clients, helping them implement a full-cycle
process of continuous performance improvement.
Our best practice approach focuses on
Recruitment, Engagement, Measurement and
Organizational Growth which results in them
achieving their financial goals, reducing costs
and mitigating risk.
AFP/Greater New York
Exhibit # 412
WEBSITE: www.nycafp.org
355 Lexington Avenue, 15th Floor
New York, NY 10017
PHONE: 212.582.8565
FAX: 212.370.9047
CONTACT: Holly Koenig
TWITTER: @NYCAFP
Member Benefit Programs
EXHIBITORS: Emily Brochstein, Holly Koenig
The Greater NY Chapter seeks to advance
philanthropy by enabling people and organizations
to practice ethical and effective fundraising. Our
core values include embracing diversity in the
fundraising community and providing the highest
quality of knowledge, research, advocacy, career
support, news and information, strategic alliances
and related tools and insights to ensure a
successful future.
The Association of Fundraising Professionals (AFP)
is the professional association of individuals and
organizations that generate philanthropic support
for a wide variety of charitable institutions.
Founded in 1960 in New York City, AFP advances
philanthropy through its 30,000 members in 231
chapters throughout the world.
Avectra
2012 FRDNY SPONSOR
Exhibit # 113
WEBSITE: www.avectra.com
7901 Jones Branch Drive, Suite 500
McLean, VA 22102
PHONE: 703.506.7000
FAX: 703.506.7001
CONTACT: Griff Harrison
TWITTER: @avectra
Hardware, Member Benefit Programs, Online
Fundraising Services
EXHIBITORS: Griff Harrison, Sterling Raphael
For nearly two decades, Avectra has ensured the
success of its 1,600+ customers with innovative,
affordable, and user-friendly solutions for donor
and member management. Avectra Social CRM
empowers you to engage your donors, deepen
your relationships, and increase their financial
commitment to your mission. Visit us at booth
#113. www.avectra.com.
B&W Press
Exhibit # 301
WEBSITE: www.bwpress.com
401 East Main Street
Georgetown, MA 01833
PHONE: 978.352.6100
FAX: 978.352.5955
CONTACT: Russell Beegan
BUSINESS CATEGORIES: Direct Mail/Lettershop/
Printing, Direct Marketing Services
EXHIBITORS: Russell Beegan
B&W Press, a G7 Master Printer, has eye-catching
4/c + 4/c outer panels to get attention. Direct
response fundraising solutions, unique in-line print,
bleed, finish, fold, built-in BRE, two-sided
personalization, no wafer seals, easy-open tacks,
USPS approved, sort commingled mail, deep
discounts. Fulfillment nationwide. Creative direct
response design assistance. Templates available for
all formats!
BidPal, Inc.
Exhibit # 307
WEBSITE: www.bidpalnetwork.com
8425 Woodfield Crossing Blvd, Suite 501
Indianapolis, IN 46240
PHONE: 888.729.0399
FAX: 317.469.0719
CONTACT: Karrie Wozniak
TWITTER: @BidPal
BUSINESS CATEGORIES: Fundraising Products/
Programs, Online Fundraising Services,
Special Events
EXHIBITORS: Kerith Creo, Eleanor Kobel,
Rachel Sazonwicz
BidPal improves charitable fundraising by helping
nonprofits use technology to more efficiently run
their events from start to finish. BidPal’s event
management solutions, automated mobile
auctions, payment processing, online fundraising,
and consulting services to help make charitable
events more fun and more profitable. Wow your
crowd with BidPal today!
BiG Productions
Exhibit # 110
WEBSITE: www.bigprod.net
1210 Cornaga Ave.
Far Rockaway, NY 11691
PHONE: 718.355.8990
CONTACT: Gi Orman
TWITTER: @bigprod
Programs, Special Events, Other
EXHIBITORS: Dave Meketansky, Gi Orman
We tell stories. Long stories. Short stories.
Emotional stories. Because stories connect people.
For over 10 years BiG has worked with the nonprofit
sector to help get their unique message and stories
out to the world.
BizBash Media
2012 FRDNY SPONSOR
Exhibit # 215
WEBSITE: www.bizbash.com
8 West 38th St., Suite 200
New York, NY 10018
PHONE: 646.839.6877
FAX: 646.638.3601
CONTACT: Annie Kiefer
TWITTER: @PresBizBuzz
BUSINESS CATEGORIES: Publishers/Research
Materials, Special Events, Other
EXHIBITORS: Annie Kiefer, James Kravitz
BizBash is the leading trade media for the event
industry. BizBash publishes magazines, websites
and produces tradeshows for event professionals,
event marketers, and sales, public relations,
fundraising, and human resource executives.
We are committed to assisting our readers and
attendees gather resources, find inspiration, and
create effective meetings and events.
11
Blackbaud
2012 FRDNY SPONSOR
Exhibit # 403
WEBSITE: www.blackbaud.com
2000 Daniel Island Dr.
Charleston, SC 29492
PHONE: 800.443.9441
FAX: 843.216.6100
CONTACT: Amy Kellinger
TWITTER: @blackbaud
BUSINESS CATEGORIES: Donor Research/
Prospect Identification, Fundraising Products/
Programs, Online Fundraising Services
EXHIBITORS: Sean Geddis, Meredith Johnson,
Ryan King, Jason Stealy, Leanne Vitanzo
Blackbaud is the leading global provider of software
and services designed specifically for nonprofit
organizations, enabling them to improve
operational efficiency, build strong relationships,
and raise more money to support their missions.
Headquartered in the United States, Blackbaud
also has operations in Australia, Canada, Hong
Kong, the Netherlands, and the United Kingdom.
Blue State Digital
Exhibit # 214
WEBSITE: www.bsdtools.com
280 Summer Street, 7th Floor
Boston, MA 02210
PHONE: 617.648.0028
CONTACT: Josh Lewis
TWITTER: @bsdtools
BUSINESS CATEGORIES: Computer
Software/Hardware
EXHIBITORS: Michael Del Bor, Rachel Quitner
Blue State Digital’s online engagement technology,
the BSD Tools, have steered hundreds of
action-oriented online campaigns that encourage
donations, keep supporters informed and engaged,
and further advocacy and business goals. BSD
Tools will enable valuable relationships with your
supporters — and among them.
Care2
Exhibit # 517
WEBSITE: www.care2team.com
1920 L Street NW, Suite 800
PHONE: 202.785.7308
FAX: 202.785.7303
CONTACT: Clint O’Brien
TWITTER: @Care2team
BUSINESS CATEGORIES: List Sales/Services,
Online Fundraising Services,Other
EXHIBITORS: Kara Fujita, Dane Grams
12
With nearly 20 million members, Care2.com is the
largest online social action network of civically
active people supporting human rights, the
environment, animal welfare, and other great
causes. Nonprofits use Care2 to quickly prequalify
and recruit high volumes of new members, donors
and advocacy supporters - on time and on budget.
Carrie Chatterson Studio LLC
Exhibit #313
WEBSITE: www.carriechattersonstudio.com
1205 Manhattan Avenue, Suite 129
Brooklyn, NY 11222
PHONE: 718.383.3710
CONTACT: Carrie Chatterson
TWITTER: cchatterson
BUSINESS CATEGORIES: Graphic Design
EXHIBITORS: Carrie Chatterson, Rob Chatterson
Carrie Chatterson Studio is a Brooklyn-based
graphic design studio focusing on branding
development, print and interactive design for
non-profits organizations. We combine the personal
attention, nimbleness and energy of a boutique
design studio with the capabilities of large agency.
We get to the core of our clients’ needs and
effectively communicate ideas across all mediums.
CCS
2012 FRDNY SPONSOR
Exhibit # 202
WEBSITE: www.ccsfundraising.com
461 Fifth Avenue
New York, NY 10017
PHONE: 212.695.1175
FAX: 212.967.6451
CONTACT: Robert Kissane
TWITTER: @ccsfundraising
Fundraising Counsel, Other
EXHIBITORS: Kelly Albanese, Lesley Snyder
CCS provides fundraising consulting and
management to the world’s leading non-profits.
Our focus on sound fundraising principles,
combined with strategic and innovative counsel,
translates into significant ROI and projects
that consistently outperform. CCS specializes
in breakthrough efforts that transform the
scale and impact of institutions spanning the
non-profit sector.
Changing Our World, Inc.
Exhibit # 405
Columbia University – School
of Continuing Education
Exhibit # 112
WEBSITE: www.ce.columbia.edu
2970 Broadway, Lewisohn Hall
MC4119
New York, NY 10027
PHONE: 212.854.9666
FAX: 212.854.7400
CONTACT: Bryce Weinert
BUSINESS CATEGORIES: Education/Training
EXHIBITORS: Marie Blough, Bryce Weinert
The School of Continuing Education offers
innovative programs that integrate knowledge
across disciplinary boundaries, combine theory
with practice and leverage the expertise of our
students and faculty. Our Masters of Science in
Fundraising Management prepares professionals
to advance in careers in institutional advancement
and development as well as nonprofit
management.
Comprehensive Prospect Research
Exhibit # 311
WEBSITE: www.prospectresearch.org
80 Eighth Avenue, Suite 1010
New York, NY 10011
PHONE: 212.242.2420
FAX: 212.242.2422
CONTACT: Tim Halpern
Prospect Identification, Financial Services,
Fundraising Counsel
EXHIBITORS: Tim Halpern, Clark Perks
Comprehensive Prospect Research is a full service,
business development and fundraising firm. We’re
the only firm that offers every research product,
on demand.
CPS Events at The Plaza Hotel
2012 FRDNY SPONSOR
Exhibit # 409
WEBSITE: www.changingourworld.com
220 E. 42nd Street, 5th Floor
New York, NY 10017
PHONE: 212.499.0886
FAX: 212.499.9075
CONTACT: Brian Crimmins
TWITTER: @fundraiseonline
BUSINESS CATEGORIES: Fundraising Counsel,
Fundraising Programs, Online Fundraising Services
EXHIBITORS: Brian Crimmins, Karen Matarazzo
WEBSITE: www.theplaza.com
770 Fifth Avenue
New York, NY 10019
PHONE: 212.549.0550
FAX: 212.549.0548
CONTACT: Mike Warren
TWITTER: @PlazaParties
BUSINESS CATEGORIES: Special Events, Other
EXHIBITORS: Linda Abbey, Rob Arango,
Lauren Tregor, Mike Warren
Changing Our World, Inc. is a leading fundraising
and philanthropy consulting firm, with expertise
ranging across four areas of practice: Fundraising,
Corporate Social Engagement, Digital, and
Research Analytics. Our fundraising team works
with our nonprofit clients to strengthen revenue
strategies, develop innovative partnerships and
grow to meet changing needs.
Great Performances and CPS Events at The Plaza:
Blending culinary innovation with seasonal flavors
for each event; our warm hospitality complements
every celebration. At The Plaza’s iconic Grand
Ballroom and locations throughout New York, our
style, service, attentiveness and creativity provide
the essential ingredients to serve your organization.
Curran & Connors, Inc
Exhibit # 312
DonorPerfect/SofterWare, Inc.
Exhibit # 300
Faircom New York
Exhibit # 106
WEBSITE: www.curran-connors.com
140 Adams Ave., Suite 20C
Hauppauge, NY 11788
PHONE: 631.435.0400
FAX: 631.435.0422
CONTACT: Peter Spalding
TWITTER: @curranconnors
BUSINESS CATEGORIES: List Sales/Services
EXHIBITORS: Matthew Giordano, Greg Marshall,
Jessica Scarinci
WEBSITE: www.donorperfect.com
132 Welsh Road, Suite 140
Horsham, PA 19044
PHONE: 800.220.8111
FAX: 215.628.0585
CONTACT: Terry Hersh
Hardware, Fundraising Programs, Online
EXHIBITORS: Terry Hersh
WEBSITE: www.faircomny.com
12 West 27th Street, 13th Floor
New York, NY 10001
CONTACT: Geoff Angelo
Printing, Direct Marketing Services, Fundraising
Products/Programs
EXHIBITORS: Geoffrey, Marcela
Curran & Connors, a communication design firm,
delivers a unique blend of creative solutions
and dedicated project management to enhance
your image and communicate your message.
From annual report design to interactive media,
advertising and marketing, we help our clients tell
stories in ways that inspire their key audiences.
DonorPerfect clients raise an average of 21% more
money their first year! We can help you raise more
money, cultivate donor relationships and save time.
DonorPerfect provides a complete constituent
management solution - unlimited constituent data
in one database, targeted fundraising efforts,
comprehensive donation processing and powerful
reporting & analysis.
DMJ Digital Media
Exhibit # 305
WEBSITE: www.dmjdigital.com
409 Central Avenue, 2nd Floor
Cedarhurst, NY 11516
PHONE: 516.300.1500
CONTACT: David Jasse
TWITTER: @DMJDigitalMedia
Special Events
EXHIBITORS: Carolyn George, David Jasse
DMJ Digital Media has helped raise over 10 million
dollars with extremely powerful short films and
viral videos that provide information, inspiration
and entertainment at Gala banquets and on
YouTube. Flaunt your organization’s work; bring
your non-profit’s message to the world! DMJ Digital
Media. Great Films. Stunning Results.
2012 FRDNY SPONSOR
Exhibit # 117
WEBSITE: www.donordrive.com
30 West Third Street
Cincinnati, OH 45202
PHONE: 347.491.4000
FAX: 513.333.0451
CONTACT: Paul G. Ghiz
TWITTER: @DonorDrive
Special Events
EXHIBITORS: Paul G. Ghiz, Kevin Reardon
Since 1997, we’ve been helping nonprofits increase
participation and giving with our progressive online
fundraising and interactive marketing solutions.
DonorDrive’s social fundraising suite is the top
performing fundraising and social outreach
software used by ASPCA, JDRF, Children’s Miracle
Network Hospitals, Autism Speaks Canada and
over 170 student organizations.
DonorSearch.net
Exhibit # 200
WEBSITE: www.donorsearch.net
11245 Dovedale Court
Marriottsville, MD 21104
PHONE: 410.670.7880
CONTACT: Sarah Tedesco
TWITTER: @DonorSearch
Programs
EXHIBITORS: Nicholas Jamison, Vito Riccio,
Sarah Tedesco
DonorSearch.net uses innovative methods to
identify and qualify the best prospects for your
nonprofit by using the best giving and wealth
databases. We deliver superior screening results
plus unlimited online access for single look
ups. DonorSearch.net — your best resource
for affordable, sophisticated results.
DONORWALL DESIGN GROUP
Exhibit #507
WEBSITE: www.donorwall.com
PO Box 1005
New York, NY 10272
PHONE: 212.766.9670
FAX: 212.619.1521
CONTACT: Barry Silverberg
BUSINESS CATEGORIES: Donor Recognition/
Special Gifts, Fundraising Products/Programs
EXHIBITORS: Ronald Schanz, John Woehrle
DONORWALL DESIGN GROUP creates elegant,
sophisticated and donor-centric Donor Walls and
Donor Recognition Programs for those non-profits
seeking to connect strongly with their donor base.
Our designs cover Capital Campaigns, Annual
Funds, Endowments, Naming Opportunities, Halls
of Fame, Plaques, Signage and Standards Plans.
Faircom New York is a full service multi-channel
direct marketing communications agency
dedicated to helping you extend your reach.
We approach each client as a full-time partner,
establishing close communication throughout the
fundraising process. We offer assistance with:
Annual Fund, Major Donor, Planned Giving, Capital
Campaigns, Mobile, Web.
2012 FRDNY SPONSOR
Exhibit # 2
WEBSITE: www.fedcap.org
211 West 14th Street
New York, NY 10011
PHONE: 212.727.4359
FAX: 212.727.4326
CONTACT: John Mastrull
TWITTER: @FedcapNYC
Printing, Direct Marketing Services, Other
Fedcap is a NYC nonprofit that offers training and
placement to those with barriers to employment,
providing jobs for individuals & a diverse, reliable
workforce for organizations. Fedcap can assemble,
address, label, collate and mail any project. Fedcap
offers quality work and reasonable rates, & our
customers know that they are helping our clients
attain independence.
FirstGiving
2012 FRDNY SPONSOR
Exhibit # 115
WEBSITE: www.firstgiving.com
34 Farnsworth Street
Boston, MA 02210
PHONE: 617.542.0010
CONTACT: Taylor Corrado
TWITTER: @firstgiving
Programs, Online Fundraising Services
EXHIBITORS: Chris Collins, Lucas VanGombos
FirstGiving is a proven online fundraising solution
for nonprofit organizations in the US.
13
Foundation Center
Exhibit # 109
Geiger
WEBSITE: www.foundationcenter.org
79 Fifth Avenue
New York, NY 10003
PHONE: 212.807.2505
FAX: 212.807.3677
CONTACT: Joanne Marrero
TWITTER: @foundationcenter
Prospect Identification, Education/Training,
Publishers/Research Materials
EXHIBITORS: Nancy Albilal, Margie Feczko, George
Ford, Nora Lambert, Jane Mabe, Sumana Maitra,
Joanne Marrero, Julieta Mendez, Erica Mobley,
Claire Sterling, Tanya Wade
Exhibit # 404
Established in 1956, the Foundation Center is the
leading source of information about philanthropy
worldwide. Through data, analysis, and training,
it connects people who want to change the
world to the resources they need to succeed.
Visit foundationcenter.org.
FundRaising Success
2012 FRDNY SPONSOR
Exhibit # 206
WEBSITE: www.fundraisingsuccessmag.com
1500 Spring Garden Street, Suite 1200
Philadelphia, PA 19130
PHONE: 215.238.5300
CONTACT:Jessica Marcial
TWITTER: @FRSuccess
BUSINESS CATEGORIES: Publishers/
Research Materials
EXHIBITORS: Caroline Farley, Peggy Hatch,
Drew James, Joe Boland
The growing FundRaising Success family of
strategy-based products is the premiere resource
for fundraisers seeking education to support their
goals. From the magazine to our daily e-letter,
to our website, webinars and our virtual show,
FundRaising Success is synonymous with editorial
expertise focused on the vital, ever-evolving
profession of fundraising.
2012 FRDNY SPONSOR
WEBSITE: www.geiger.com/FRDNYpromo
130 N. School Lane
Souderton, PA 18964
PHONE: 717.495.0375
CONTACT: Meg Terry
TWITTER: @GeigerCorp
Special Gifts, Fundraising Products/Programs,
Special Events
EXHIBITORS: Meg Diamond, Terry S Derstine,
Fred Snyder, Mark Larned
Geiger helps organizations engage audiences
through effective product selection integrated with
creative brand application to achieve measurable
results. Special Events – Donor Recognition –
Speaker Gifts – Participant Giveaways – Awards.
Eco-Friendly and Product Safety Compliant.
give2gether
Exhibit # 303
WEBSITE: www.give2gether.com
122 Pickford Avenue
Tonawanda, NY 14223
PHONE: 716.465.2896
CONTACT: Rich Levy
TWITTER: @give2gether
EXHIBITORS: Rich Levy, Arnon Shafir
give2gether instantly provides breakthrough
response rates for your online giving, volunteer
fundraising and social media sharing. Please
visit with us if you would like 10% of your email
list donating, 7% of your supporters’ Facebook
“friends” donating and your fundraisers
averaging $2,100 raised per campaign.
Grounds 4 Good
2012 FRDNY SPONSOR
Exhibit # 502
WEBSITE: www.grounds4good.com
320 North 3rd Street
Telford, PA 18969
PHONE: 718.614.0813
CONTACT: Scott Canion
Programs
EXHIBITORS: Tim Boal, Scott Canion,
Michelle Kane
14
At Grounds 4 Good we partner with your
organization to energize and expand your donor
base. We provide you with your own Grounds 4
Good website from which those who support your
cause can order and enjoy their morning coffee.
Now your donors have an additional way to
support your worthy efforts!
HEP Development
Exhibit # 508
WEBSITE: www.hepdata.com/AFP
105 Loudoun Street SW, Suite One
Leesburg, VA 20175
PHONE: 860.655.0839
FAX: 703.669.5604
CONTACT: Carl Pitruzzello
Prospect Identification
EXHIBITORS: Carl Pitruzzello
HEP Development provides matching gift tools to
help promote, identify and follow-up on matching
gift opportunities including an i-phone app.
HEP’s data identification tools can update and
append email, phone, employment and street
address information.
IATS Payments
Exhibit # 306
WEBSITE: www.iatspayments.com
600-1188 West Georgia Street
Vancouver, BC V6E 4A2 Canada
PHONE: 866.300.4287
FAX: 604.682.1715
CONTACT: Heather Ballachey
TWITTER: @IATSPayments
BUSINESS CATEGORIES: Financial Services
EXHIBITORS: Heather Ballachey
IATS Payments is a leading provider of end-to-end
payment processing products and services for
nonprofit organizations. Based in Vancouver, BC,
Canada, IATS has over 30 years of experience
working with 9,000 clients around the world.
ibidmobile.net
Exhibit # 207
WEBSITE: www.ibidmobile.net
377 Fifth Street
Brooklyn, NY 11215
PHONE: 877.824.4324
FAX: 718.679.9685
CONTACT: Stacey Bosworth
Fundraising Programs/Products, Special Events
EXHIBITORS: Stacey Bosworth, Rae Moe
Take your charity auction to the next level with
ibidmobile.net. Raise more money with our fun,
fully staffed, fast-paced bidding system. Our
professional team manages your auction before,
during, and after your event. Once you experience
an ibidmobile.net auction, you will never want to
see a bid sheet again!
iWave Information Systems –
Prospect Research Online
Exhibit # 105
WEBSITE: www.iwave.com
28 Hillstrom Ave.
Charlottetown, PE C1E 2C5 Canada
PHONE: 800.655.7729
FAX: 866.718.3322
CONTACT: Andrew Pickens
TWITTER: @iwavepro
Programs, List Sales/Services
EXHIBITORS: Gerry Lawless, A.J. Pickens
Prospect Research Online (PRO), by iWave is a
subscription based, cost effective, easy to use Web
research tool that helps identify and qualify
potential funders in 3 key areas: Individual Giving,
Corporate Giving and Foundation Giving. Prospect
Research Online empowers nonprofit organizations
in their fundraising efforts and produces an
amazing return on investment.
2012 FRDNY SPONSOR
Exhibit # 406
WEBSITE: www.jcainc.com
575 Eighth Avenue, 21st Floor
New York, NY 10018
PHONE: 212.981.8400
FAX: 212.465.2349
Hardware, Education/Training, Other
EXHIBITORS: Cambron Henderson, Shedia Smalls
More than 1,000 nonprofit organizations have
turned to JCA as a strategic consulting partner
to make fundraising, ticketing, membership,
and related technologies work for people. They
implement and integrate software, improve
processes and manage the cultural impact so that
staff can work more effectively and organizations
can spend more time on mission-critical work.
The J Media Group
Exhibit # 216
WEBSITE: www.thejmg.com
5455 Wilshire Blvd, Suite 1000
Los Angeles, CA 90036
PHONE: 646.351.1808 x114
FAX: 323.939.9066
CONTACT: David Lichtman
BUSINESS CATEGORIES: Direct Marketing
Services, Online Fundraising Services
EXHIBITORS: Allan Cohen, Dov Kunstler,
David Lichtman
The J Media Group represents some of the finest
and most well-known websites and email lists in
the wealthy, Jewish niche market. We specialize in
promoting local, national and international Colleges
and Universities as well as other educational
institutions. We are most proud of our success
in promoting awareness and fundraising for
major charities.
Karma411
Exhibit # 510
Marts & Lundy
Exhibit # 302
WEBSITE: www.karma411.com
50 Jericho Quadrangle, Suite 220
Jericho, NY 11753
PHONE: 516.776.3567
FAX: 772.382.8123
CONTACT: Brian De Montreux
TWITTER: @Karma411
Hardware, Online Fundraising Services
EXHIBITORS: Brian De Montreux, Malini Gujral,
Eric Maccabi
WEBSITE: www.martsandlundy.com
370 Lexington Avenue, Room 414
New York, NY 10017
PHONE: 212.490.0590
FAX: 212.490.0597
CONTACT: Daniel Boyer
Prospect Identification, Fundraising Counsel
EXHIBITORS: Kimberly Hawkins, Donald Fellows
Karma411 believes the “friend to friend” ask is
the most powerful. Our online fundraising
campaigns leverage social networking and social
media sites to make it easy and effective for
supporters and organizations to raise money
and awareness. Karma411 campaigns are easy
to set up and manage.
Lester, Inc.
Exhibit # 212
WEBSITE: www.lesterusa.com
19 Business Park Drive
Branford, CT 06405
PHONE: 203.488.5265
FAX: 203.483.0408
CONTACT: Joan Marcus
BUSINESS CATEGORIES: Telemarketing
EXHIBITORS: Carolyn LaSalle, Joan Marcus
Lester, Inc.’s Fundraising Division provides
personalized, cost-effective telephone campaigns
for academic, healthcare and nonprofit
organizations. Our professional callers are
experienced fundraisers. Lester’s approach focuses
on building rapport which improves relations and
opens new possibilities for giving, maximizing your
fundraising results. Simply put, Lester delivers
the highest quality outsourced call available.
Magnet Direct
Exhibit # 104
WEBSITE: www.magnetdirect.com
321 Manley Drive
West Bridgewater, MA 02379
PHONE: 800.766.4627
FAX: 508.897.6990
CONTACT: Chris Noble
BUSINESS CATEGORIES: Direct Mail/
Lettershop/Printing, Direct Marketing Services,
Fundraising Counsel
EXHIBITORS: Les Gordon, Brendan Keating,
Chris Noble
Magnet Direct is a full-service direct marketing
agency which focuses on donor and member
development. We are able to offer our clients a
single source solution including in-depth program
and database analytics, strategic planning, creative
development, database and data processing
management, and state-of-the-art imaging and
manufacturing technologies – all under one roof.
Serving the non-profit sector since 1926, Marts
& Lundy is a full service consulting firm applying
analytical expertise in strategic counseling for
advancement programs, capital campaigns,
annual giving programs, social media planning,
communications, strategic planning, governance
and leadership. We help our clients build
sustainable cultures of philanthropy.
Media for Social Profit
Exhibit # 513
WEBSITE: www.mediaforsocialprofit.com
431 West 45th Street, Suite 4C
New York, NY 10036
PHONE: 212.767.1418
CONTACT: Dina Kagan
Services, Fundraising Products/Programs/
EXHIBITORS: Dina Kagan, Karen Oh, Alan Roche
Media for Social Profit produces inspiring videos,
outstanding photography coverage and expert
graphic and web design that support and promote
philanthropic organizations.
2012 FRDNY SPONSOR
Exhibit # 317
WEBSITE: www.merklermg.com
100 Jamison Court
Hagerstown, MD 21740
PHONE: 703.909.8666
CONTACT: Steve Gregg
Printing, Direct Marketing Services, Telemarketing
EXHIBITORS: Steve Gregg
Merkle Response specializes in donation
processing and fulfillment services for nonprofits
that raise funds via direct mail. Using our 29
years of experience and a “high-tech/high-touch”
approach, we help minimize costs while ensuring
a high level of donor satisfaction through fast,
accurate, and complete processing. Services
include caging, scanning/imaging, exceptions
handling, inbound call center, e-mail customer
service, acknowledgments, and premium
fulfillment.
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New York Marriott Marquis
Exhibit # 103
NYFF Events
Exhibit # 217
PLANiTCiTY
Exhibit # 203
WEBSITE: www.marriott.com
1535 Broadway @ 45th Street
New York, NY 10036
PHONE: 212.704.8886
FAX: 212.704.8981
CONTACT: Charlie Barrett
BUSINESS CATEGORIES: Special Events
WEBSITE: www.nyffevents.com
270L Duffy Avenue
Hicksville, NY 11801
PHONE: 516.822.6400
FAX: 516.681.3782
CONTACT: Jamie Cavaliere
BUSINESS CATEGORIES: Special Events
EXHIBITORS: Jamie Cavaliere
WEBSITE: www.palnitcity.com
469 7th Avenue, 3rd Floor
New York, NY 10018
PHONE: 212.643.3200
CONTACT: Gregg Szpicek
TWITTER: @planitcity
Materials, Special Events
EXHIBITORS: Victoria Caputo, Gregg Szpicek
The Marriott Marquis is the leader for Fundraising
Galas. From crafting palate-pleasing menus to
suggesting special touches, for the group of 100
to 2000 guests.
2012 FRDNY SPONSOR
Exhibit # 7
WEBSITE: www.NPTechNews.com
10 Tindall Road
Middletown, NJ 07748
PHONE: 732.704.7742
CONTACT: Kurt Martin
TWITTER: @NPTechNews
Executive Search/Personnel, Publishers/
Research Materials
EXHIBITORS: Ara Boyadjian, Kurt Martin
Nonprofit Technology News (www.NPTechNews.com)
is the leading independent website and email
newsletter that focuses solely on technology for
the executive decision makers of nonprofit
organizations.
North Park University – School of
Business and Nonprofit Management
Exhibit # 309
WEBSITE: www.northpark.edu/sbnm
3225 West Foster Avenue
Chicago, IL 60625
PHONE: 773.244.5518
FAX: 773.279.7996
CONTACT: Chris Nicholson
Fundraising Products/Programs
EXHIBITORS: Chris Nicholson
The School of Business and Nonprofit Management
offers graduate degree and certificate programs
in fundraising management and nonprofit
management. All programs may be completed
entirely online, and AFP members receive an
automatic 40% tuition discount on all graduate
courses. North Park’s nonprofit programs are
top-ranked by The Nonprofit Quarterly.
16
NYFF Events is a leading Special Event Producer for
the not-for-profit market. From family oriented events
to annual galas, our specialized not-for-profit division
will make your job easier as you plan your calendar
of events because we understand how to meet
your event needs while helping you reach your
fund-raising goals.
NYU Heyman Center for
Philanthropy and Fundraising
2012 FRDNY SPONSOR
Exhibit # 408
WEBSITE: www.scps.nyu.edu/phil
29 Washington Sq. West, Suite 1D
New York, NY 10011
PHONE: 212.998.6770
FAX: 212.995.4784
CONTACT: Naomi Levine
TWITTER: @NYUHeymanCenter
Fundraising Counsel, Fundraising Products/
Programs
EXHIBITORS: Angeilie I. Hyman, Robert Lesko
NYU’s George H. Heyman, Jr. Center for
Philanthropy and Fundraising is the nation’s
preeminent educator of fundraisers and
grantmakers, offers professional programs
to help you gain a solid foundation in the field
while building your own fundraising philosophy
and framework through advanced study of the
history and theory of the sector.
People & Systems
Exhibit # 3
WEBSITE: www.peopleANDsystems.com
315 Madison Avenue, #901
New York, NY 10017
PHONE: 800.738.1004
CONTACT: Matthew DiLauri, PHR
BUSINESS CATEGORIES: Executive Search/
Personnel, Other
EXHIBITORS: Matthew DiLauri
Providing UNIQUE & AFFORDABLE staffing services
to the nation’s nonprofit sector.
An exclusive online event planning destination
revolutionizing the way people plan events. We
provide members with exclusive offers on event
related services from top-rated vendors across a
wide variety of categories in their city. Whether it’s
an intimate affair or a luxury bash, PLANiTCiTY can
help make your event a success.
Professionals for NonProfits
Exhibit # 315
WEBSITE: www.nonprofitstaffing.com
515 Madison Avenue
New York, NY 10022
PHONE: 212.546.9091
FAX: 212.546.9094
CONTACT: Tony Verdon
Personnel
EXHIBITORS: Brandi Harris, Tony Verdon
Since 1996, Professionals for Nonprofits has
provided exceptional Temp, Temp2Hire, Direct
Hire and Executive Search exclusively for the
nonprofit sector.
Projects Plus, Inc.
2012 FRDNY SPONSOR
Exhibit # 401
WEBSITE: www.projectsplusinc.com
145 West 45th Street, Suite 300
New York, NY 10036
PHONE: 212.997.0100
FAX: 212.997.5631
CONTACT: Pat De Sibio
TWITTER: @projectsplusinc
Prospect Identification, Fundraising Counsel,
Special Events
EXHIBITORS: Terry Cooper, Pat De Sibio
PPI continues to build upon a proud 40-year
tradition of outstanding service to the nonprofit
sector. Our exceptionally talented and diverse
staff manage 30 large-scale events a year,
grossing some $35M. Our fundraising and event
management skills enable our clients to aim high,
and to attain their goals.
2012 FRDNY SPONSOR
Exhibit # 400 & 402
WEBSITE: www.FundRaiseSmarter.com
22 West 32nd Street
New York, NY 10001
PHONE: 212.268.3402
FAX: 212.268.3401
CONTACT: Gary Weinberg
TWITTER: @QualityLetter
Printing, Direct Marketing Services, List Sales/Services
EXHIBITORS: Gary Weinberg, Marvin Weinberg,
Robert Weinberg
We help you plant the seeds to acquire new donors,
and cultivate them into larger donors – Appeals,
Special Events, Planned Giving, Stewardship,
Surveys – Using tools from traditional direct mail
packages through the latest innovative digital
print, E-Mail and online techniques. Touch your
donors through multiple channels to increase
their support.
Regina Printing Corporation
Exhibit # 4
WEBSITE: www.reginaprinting.com
69 Academy Street
Belleville, NJ 07109
PHONE: 973.759.0500
CONTACT: Jeffrey Maxwell
Printing
EXHIBITORS: Jeffrey Maxwell, Michael Maxwell
The Not-For-Profit Source For Design, Printing
and Direct Mail.
RuffaloCODY
Exhibit # 111
WEBSITE: www.ruffalocody.com
65 Kirkwood N. Road SW
Cedar Rapids, IA 52404
PHONE: 319.362.7483
FAX: 319.362.7457
CONTACT: Colleen Brade
TWITTER: @RuffaloCODY
Programs
EXHIBITORS: Colleen Brade, Sherrie Donohoe
RuffaloCODY is the recognized leader in providing
strategic fundraising, membership and enrollment
management services and software for institutions
of higher learning and high-affinity nonprofit
organizations. RuffaloCODY is one of America’s
fastest growing private companies with more than
4,500 employees in more than 100 locations.
Ruotolo Associates Inc.
Exhibit # 102
SofTrek Corporation
Exhibit # 201
WEBSITE: www.ruotoloassociates.com
29 Broadway, Suite 210
Cresskill, NJ 07626
PHONE: 201.568.3898
FAX: 201.568.8783
CONTACT: George C. Ruotolo, Jr., CFRE
Personnel, Fundraising Counsel
EXHIBITORS: Melissa Else, Douglas Held,
Pamela Palumbo, Theresa Shubeck
WEBSITE: www.softrek.com
30 Bryant Woods North
Amherst, NY 14228
PHONE: 716.393.2580
FAX: 716.691.2828
CONTACT: Steve Birnbaum
EXHIBITORS: Bob Girardi, Steve Birnbaum
Since 1979, Ruotolo Associates has provided
fundraising counsel to non-profits throughout the
country, specializing in service to educational
institutions, libraries, hospitals, healthcare and
social service agencies, churches, and cultural/
community causes. Services: feasibility/planning
studies, capital campaigns, development
assessments/programs, strategic planning, annual
funds, planned giving, marketing, volunteer/staff
training, seminars/workshops, executive search.
Since 1987, the mission of Softrek Corporation
has been to provide donor management software,
online marketing and fundraising tools,
professional business services, and technology
solutions to nonprofit organizations. SofTrek is
committed to delivering industry-leading software,
services, and solutions that help all types of
nonprofits build relationships with their donors,
manage their fundraising activities, and make
better business decisions.
Salsa Labs
Staffing Boutique
Exhibit # 506
2012 FRDNY SPONSOR
Exhibit # 314
WEBSITE: www.salsalabs.com
1700 Connecticut Avenue NW
PHONE: 866.796.8345
CONTACT: Lisande Bissonette
TWITTER: @SalsaLabs
BUSINESS CATEGORIES: Online Fundraising
Services
EXHIBITORS: Lisande Bissonette
Salsa is the integrated, online platform that
empowers non-profits achieve their missions.
Organizations of all sizes can manage their
supporters, communicate, fundraise, advocate,
and much more. Salsa currently supports more
than 2,000 non-profit groups with more than 75
million supporters, members, donors, activists,
and fans around the world.
SankyNet
2012 FRDNY SPONSOR
Exhibit # 316
WEBSITE: www.sankynet.com
599 11th Avenue, 6th Floor
New York, NY 10036
PHONE: 212.868.4300
FAX: 212.868.4310
CONTACT: Paul Habig
TWITTER: @sankynet
Services, Fundraising Counsel, Online
EXHIBITORS: Carrie Miller, Regina Weick
SankyNet is an integrated fundraising agency that
specializes in nonprofit marketing. Our dedicated
team of interactive strategists has a passion for
creating multi-channel fundraising campaigns that
employ the latest technology to engage donors.
We have worked with over 60 clients representing
every sector of the nonprofit world.
WEBSITE: www.staffingboutique.org
99 Hudson Street
New York, NY 10013
PHONE: 646.706.5330
CONTACT: Katie Warnock
TWITTER: @Staffingbtqinc
Personnel
EXHIBITORS: Katie Warnock, Nick Warnock
Specializing in placing temp, temp-to-perm, and
direct hire staff in the nonprofit, charter school,
and foundation space.
2012 FRDNY SPONSOR
Exhibit # 8
156 Fifth Avenue, Suite 1100
New York, NY 10010
PHONE: 212.675.9474
FAX: 212.675.9834
CONTACT: Susan Ulin
Special Events
EXHIBITORS: Anita Watkins
A full-service firm providing fundraising event
management services to nonprofit organizations.
For 27 years, we have successfully guided clients
through all types of events ranging from small first
time efforts to large corporate dinners. The events
organized by the firm consistently generate an
aggregate of more than $35 million annually.
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Telosa Software
Exhibit # 205
The Fidelis Group
2012 FRDNY SPONSOR
2012 FRDNY SPONSOR
WEBSITE: www.telosa.com
610 Cowper St.
Palo Alto, CA 94301
PHONE: 800.676.5831 x 113
FAX: 650.853.1677
CONTACT: Ann Troussieux
Hardware, Fundraising Programs
EXHIBITORS: Ann Troussieux
Exhibit # 5
Exhibit # 413
WEBSITE: www.thefidelisgroup.net
223 Gates Road, Unit A
Little Ferry, NJ 07643
PHONE: 201.641.4701
FAX: 201.641.4708
CONTACT: Art Smith
Printing, Direct Marketing Services, Online
EXHIBITORS: Art Smith, Nancy Sorbella,
Jim Chiavelli
WEBSITE: www.thenonprofittimes.com
201 Littleton Road
Morris Plains, NJ 07950
PHONE: 973.401.0202
FAX: 973.401.0404
CONTACT: Bill Corsini
TWITTER: @nonprofittimes
BUSINESS CATEGORIES: Publishers/
Research Materials
EXHIBITORS: Bill Corsini, Scott Vail
Telosa Software is a leading provider of fundraising
and donor management software for nonprofit
organizations. Since 1986, we’ve been empowering
nonprofits to spend more time building donor
relationships and maximizing fundraising efforts.
Exceed! Premier is comprehensive fundraising
software. Exceed! Basic is a compact version
designed to handle tight budgets.
The Chronicle of Philanthropy
2012 FRDNY SPONSOR
Exhibit # 100
WEBSITE: www.philanthropy.com
1255 Twenty-Third Street, NW, Suite 700
PHONE: 212.758.4721
FAX: 202.452.1033
CONTACT: Erica Bergin
Materials, Other
EXHIBITORS: Erica Bergin, Sarah Renner
The Chronicle of Philanthropy is the leading source
in the nonprofit world for news, jobs, and ideas.
Philanthropy.com connects nonprofit professionals
with the latest trends in fundraising, giving, and
nonprofit management. Find the information and
tools you need to do your job more effectively. Visit
Philanthropy.com.
The Execu-Search Group
Exhibit # 515
WEBSITE: www.execu-search.com
675 Third Avenue, 5th Floor
New York, NY 10017
PHONE: 212.204.5111
CONTACT: Dana Scurlock
Personnel
EXHIBITORS: Dana Scurlock
The Execu-Search Group is one of the largest
recruitment firms in the area. Our mission is to
provide leading employers with the highest caliber
talent. Our Nonprofit Division is a specialized group
that focuses on the recruitment of top candidates
in the sector.
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Integrated Marketing Solutions across all channels.
Creative Strategy. HTML design & encoding.
Custom web, mobile & tablet applications.
Complete letter shop services. Product &
literature fulfillment. Digital and offset printing.
Comprehensive campaign management, analysis
& reporting. Database management. Data hygiene
& processing.
The Graduate School at
Bay Path College
Exhibit # 204
WEBSITE: www.baypath.edu
588 Longmeadow Street
Longmeadow, MA 01106
PHONE: 413.565.1332
FAX: 413.565.1250
CONTACT: Lisa Adams
EXHIBITORS: Lisa Adams
The Graduate School at Bay Path College offers
accredited ONLINE graduate programs. We offer
a MS in Nonprofit Management, MS in Strategic
Fundraising as well as a range of graduate
certificates. Our tuition is very affordable,
we offer a nonprofit scholarship, and we offer
a $12,000 AFP Scholarship each year!
The New School
Exhibit # 6
WEBSITE: www.newschool.edu
72 Fifth Avenue
New York, NY 10011
PHONE: 212.229.5632 x1108
FAX: 212.627.2695
CONTACT: Merida Escandon
EXHIBITORS: Sharon Greenidge
The New School offers some of the nation’s most
distinguished graduate school programs in art and
design, media and communication, professional
management and public policy and international
affairs. We are located in the heart of Greenwich
Village. Contact us for more information.
The NonProfit Times
The NonProfit Times is the leading business
publication for nonprofit management, providing
news and information to help nonprofits run their
organizations more effectively and improve
fundraising efforts. NPT has multiple touch points
with well over 300,000 nonprofit executives, with
our 2 print magazines(including Exempt, for
financial execs), 5 e-newsletters and 3 websites
(including nptjobs.com).
Tony Martignetti Nonprofit Radio
Exhibit # 415
WEBSITE: www.facebook.com/
TonyMartignettiNonprofitRadio
90 Park Terrace East, 4th Floor
New York, NY 10034
PHONE: 212.567.5680
CONTACT: Tony Martignetti
TWITTER: @TonyMartignetti
BUSINESS CATEGORIES: Education/
Training, Other
EXHIBITORS: John Federico, Jun Lee, Tony
Martignetti, Melissa Riker, Cary McWilliam
Big Nonprofit Ideas for the Other 95%. If you have
big dreams but an average budget, listen to Tony
Martignetti Nonprofit Radio. Subscribe on iTunes
and listen anytime, anywhere.
Trinity Direct
Exhibit # 101
WEBSITE: www.trinitydirect.net
10 Park Place
Butler, NJ 07405
PHONE: 973.283.3600
FAX: 973.283.3606
CONTACT: John Kehoe
Services, Donor Research/Prospect Identification,
List Sales/Services
EXHIBITORS: Alicia Abels, John Kehoe, Sean Kehoe
Serving the fundraising needs of the Non-profit
community since 1997, Trinity Direct is a recognized
leader in Direct Mail. We can provide you with
customized List Management, List Brokerage,
NCOA, Merge-Purge, Email and Computer
Services. Let us prepare a free analysis of your
next campaign.
Visual Graphic Systems Inc.
Exhibit # 500
WEBSITE: www.vgsonline.com
330 Washington Avenue
Carlstadt, NJ 07072
PHONE: 201.528.2700
FAX: 201.528.0890
CONTACT: Anna Pambianchi
Special Gifts, Other
EXHIBITORS: Matthew Buksbaum, Denise Labus
Visual Graphic Systems’ innovative donor
recognition systems are guaranteed to create
lasting impressions. Our clients are among the
best-known companies in the healthcare, cultural
and educational markets, and we offer you a range
of competitive solutions: from off-the-shelf
products to custom-designed programs, planning,
installation and fulfillment services.
Women in Development, New York
Exhibit # 1
WEBSITE: www.widny.org
211 West 56th Street, #7J
New York, NY 10019
PHONE: 212.265.7650
FAX: 212.265.7525
CONTACT: Fran Morris
EXHIBITORS: Sharon Epstein, Fran Morris
Women in Development is a membership
organization whose mission is to maintain a
supportive and collegial network through which
women in fundraising and related fields can
assist in one another’s professional growth.
Become a Member!
Core Activities
Member Benefits
•Education
•Free or discounted admission to select events
•Mentoring
•Advocacy
•Credentialing
•Networking
•Fundraising Resource Center including white papers, how-to guides and more
•Training
•National and International Job Listings
•Research
•Mentoring Programs
•Updates on Federal and State Legislation Advocacy
•Bi-Monthly Magazine
Association of
New York City Chapter • AFP’s Founding Chapter
www.nycafp.org
19
2012 FRDNY SESSIONS
Advanced Fundraising
Sponsored by:
8:45 AM – 10:00 AM
7th Floor, Soho
Just Do It: Making the Legacy Ask
The largest impediment for fundraisers to solicit bequests and other planned gifts is finding a way to open
the conversation about this subject. With the right language and tools any fundraiser can feel comfortable
introducing the topic. We’ll provide fundraisers with specific language to help lead the conversation towards
gifts of this nature.
You’ll Learn To:
• Why bequests are critical to the success of your organization
• Easy ways to solicit bequests and other planned gifts
• How to combine current and legacy gifts to raise additional sums
Speaker: William Samers, Vice President, Planned Giving & Endowments, UJA-Federation of New York
10:45 AM – NOON
7th Floor, Soho
2:00 PM – 3:15 PM
7th Floor, Soho
After the Baby Boomers: Fundraising and Managing
with Generation X and the Millennials
Members of Generation X/Y are quickly moving into the work force and donor pool of many organizations.
This session addresses the unique aspects of this group as contributors and co-workers in our institutions.
You’ll Learn To:
• What motivates Generation X/Y to support a cause
• Why it’s critical to engage Generation X/Y as partners and not simply donors
• Specific strategies to engage Generation X/Y
Speakers: Sandra Roberts, Senior Associate Director, External Relations and Development
at the Columbia Business School Carey Meltzer, Director of Major Gifts, WNET-Thirteen;
Bobby Gondola, Director of Development, Year Up Providence; Jane McIntosh, Senior Director, Individual
Giving and Membership Services at Lincoln Center for the Performing Arts
4:00 PM – 5:00 PM
7th Floor, Empire Complex
To Launch or Not to Launch a Capital Campaign: Is Now the Time?
Why the Wealthy Give Now
The philanthropic market has changed in the past five years and this session will help you understand what
that means to your efforts. Which components are most attractive to donors today—capital, endowment,
current income, deferred? How large is your goal? What does the pyramid look like? And, over what time
period? Hear how you can match your pressing needs to these trends.
Philanthropic activism is growing worldwide in response to a vastly interdependent world seen
by many as too unstable, unequal, and unsustainable. A renowned panel will sharpen the focus on these
fast-moving developments as they re-shape how today’s philanthropists view and impact our world.
You’ll Learn To:
• How you can take full advantage of the current financial environment
• Who should lead your campaign
• What else must you know to determine if you should launch or wait some more
Moderator: Nancy Raybin, Managing Partner, Marts & Lundy; Speakers: Sister Angèle Arbib, O.S.B. Abbey of
Regina Laudis; John B. Ford, Chair of the Board, Marts & Lundy; Tara Morris, Vice President of Development,
Friends of the High Line
You’ll Learn:
• How the wealthiest donors divide their economic commitments among current expenses, their families/children, and taxes/philanthropy
• How the success of “philanthrocapitalists” in technology and globalization has influenced their approach to social change
• How faster cycles of wealth creation and destruction may change the way we cultivate, solicit, and steward
Moderator: Stacy Palmer, Editor, The Chronicle of Philanthropy; Speakers: Robert Frank, Reporter & Editor,
CNBC, and author, The High-Beta Rich: How the Manic Wealthy Will Take Us to the Next Boom, Bubble and
Bust; Matthew Bishop, US Business Editor and New York Bureau Chief, The Economist, and author,
Philanthrocapitalism: How Giving Can Save the World and co-author, The Road from Ruin
Corporate and Foundation Giving
8:45 AM – 10:00 AM
5th Floor, Juilliard Complex
Building Strategic Corporate Partnerships
Learn how to frame and present the work and accomplishments of your organization to grantmakers that are
keenly interested in greater return on investment. Hear from grantmakers and organizational leadership on
best practices. This session is applicable to organizations of all sizes. Attendees will leave with key strategies
that they can begin to implement immediately within their own organizations.
Learn how your organization can build long-term, strategic partnerships with corporations. Uncover what
corporations are really looking for in partners. Hear useful case studies from organizations that have
successfully built a corporate giving program, and hear from corporate giving staff on how they approach
their work with organizations.
You’ll Learn To:
• When is the right time to re-think and re-package your funding materials or brand
• What qualities a grantmaker looks for in an organization they consider a “good” investment
• How to implement changes, both large and small, to position your organization as innovative
You’ll Learn:
• What types of projects and initiatives most appeal to corporations
• How to approach corporations for support – looking at those with formal giving programs and without
• How to build lasting and sustainable partnerships with corporations
Speaker: Kirsten Lodal, CEO and Co-Founder, LIFT; Daniel Horgan, Senior Director of Community Affairs,
Capital One; Jane B. O’Connell, President, Altman Foundation
Moderator: Myles B. Amend, Associate Head of School for Advancement, Trinity School Speakers: Erica
Hamilton, Chief Program Officer, iMentor; Lina Klebanov, Deputy Director, Corporate Social Responsibility,
Marsh & McLennan Companies; Venessa Mendenhall, Vice President, Strategic Partnerships, New York
Needs You; Connie Verducci, Senior Vice President, Local Market Delivery, Bank of America
10:45 AM – NOON
4:00 PM – 5:00 PM
What the Grantmakers Have to Say: Findings from The Foundation Center’s
Guide to Proposal Writing, 6th Edition (2012)
Learn about the most recent trends in the world of foundation giving. Learn what foundation staff and boards
are looking for in grant proposals, applications and relationship building with grantees. Jane Geever will
be sharing information gleaned from recent interviews with grantmaking staff and board and a panel of
grantmakers will respond.
You’ll Learn:
• What grantmakers really value in a proposal
• Best practices for building and preserving a relationship with a grantmaker
• New and emerging trends in grantmaking and what they mean for grantseekers
Speakers: Douglas Bauer, Executive Director, The Clark Foundation; William Engel, President, The Hyde and
Watson Foundation; Jane C. Geever, Chairman, J.C.Geever, Inc.; J. Andrew Lark, The Frances L. and Edwin L.
Cummings Memorial Fund
20
2:00 PM – 3:15 PM
What’s the Big Idea?
One on One with Phillip Henderson, President of The Surdna Foundation
Join Phillip Henderson, President of the Surdna Foundation for a “50,000-foot look” at the state of today’s
grantmaking world.
You’ll Learn:
• How generational changes in leadership impact foundation giving
• How foundation leaders are dealing with a changing economic climate
• How foundations are adapting their mission and philanthropy to emerging opportunities and needs
Speaker: Phillip Henderson, President, The Surdna Foundation
Direct Response
8:45 AM – 10:00 AM
Sponsored by:
6th Floor, Shubert Complex
2:00 PM – 3:15 PM
30 Ideas in 60 Minutes: Your Hour of Creative Power
Thank You Sir and May I Have Another
In a tough economy, when there are fewer charitable dollars to go around, you need to make all of your
fundraising solicitations top notch. What strategies can you employ to ensure that your messages cut through
the clutter and stand above the rest? Listen to three industry experts share their best direct response and
online fundraising ideas during this fast-paced, must-attend session.
As fundraisers, we know that the most important words are “please” and “thank you.” In this session, you
will hear three fundraising experts share their ideas on how to create acknowledgement strategies that will
make your donors happy, increase retention, and help you raise even more money by saying “thank you.”
You’ll Learn To:
• Improve results through creative design techniques
• Write effective copy that will inspire people to give
• Upgrade your donors and maximize their value
You’ll Learn:
• How to thank different donor groups (new, renewed, monthly, etc.) efficiently and effectively through
multiple channels
• When is the right time is to ask for a second gift
• How to significantly increase donor retention and subsequent gifts by thanking donors over the phone
Moderator: Amy Tripi, President, Tripi Consulting; Speakers: Mary A. Bogucki, Vice President, Amergent;
Amy F. Leveen, President, Amy Leveen Associates; Allison Porter, President, Avalon Consulting Group
Moderator: Giselle Holloway, Director, Direct Response, International Rescue Committee; Speakers:
Craig DePole, Senior Vice President, Newport Creative; Jean M. Simmons, Director, Annual Giving, Catholic
Relief Services
10:45 AM – NOON
4:00 PM – 5:00 PM
6th Floor, Majestic Complex
Planned Giving Starts with Direct Response
From 2008 to 2012: What Nonprofits Can Learn from the Obama Campaign
Everyone knows that direct response is the base of the fundraising pyramid – feeding all the other fundraising
efforts. But there is more to marketing planned giving than just a check-off box on the back of a reply form!
Hear from two industry experts how to truly maximize the relationship between direct response and planned
giving to create a stronger financial foundation for your organization’s future.
President Obama’s 2008 campaign made history by mobilizing millions of Americans through innovative online
engagement and fundraising programs. His 2012 campaign presents a whole new set of challenges and opportunities, including the massive growth of social media. Stephen Geer was a primary architect of Obama’s 2008
online strategy and has spent the past three years translating the successes of that campaign for nonprofit,
foundation and political clients. He will discuss lessons from 2008 and what’s working so far in 2012.
You’ll Learn:
• How to mine your donor file for the best planned giving prospects
• The best ways to promote planned giving opportunities, including bequests and CGAs
• How to steward donors after they have made a planned gift (and it doesn’t mean to stop mailing them!)
Moderator: Lisa Maska, CFRE, Partner, Lautman Maska Neill & Company; Speakers: Davida Isaacson,
President, Davida Isaacson Consulting, Inc.; Stacy B. Sulman, Vice President, Family Philanthropy and Legal
Affairs, American Committee for the Weizmann Institute of Science
You’ll Learn:
• Lessons from 2008 that have worked for nonprofits
• What’s changed and what’s working in 2012
• How you can use social media to build support for your cause
Moderator: Steven G. Jacobson, CEO, Jacobson Consulting Applications, Inc.; Speaker: Stephen Geer,
Partner, OMP
Combined Session with Web, Tech & Social Media
Fundamentals
8:45 AM – 10:00 AM
Sponsored by:
4th Floor, Ziegfield
2:00 PM – 3:15 PM
4th Floor, O’Neill
Special Events 101
Introduction to Major Giving
Class is in session! Learn the basics of fundraising events: how to plan your budget, incorporate your mission,
decide on format, set your prices, engage your board, recruit leadership, research new potential guests and
donors, and explore all the ways you can raise money.
Major gifts are a critical element of every successful fundraising program, and are one of the most efficient
and effective ways to raise funds. This session will feature a philanthropic industry leader sharing his
experience in developing a major gifts program that organizations of every size will find useful in securing
impact gifts.
You’ll Learn:
• A complete “syllabus” for creating, planning and executing a successful fundraising event
• How to build a mission-centric event that engages your board, event leadership, and donors, and achieves your fundraising goal
• What the experts have learned through both mistakes and successes
Speakers: Ed Boland, Vice President for External Affairs, Prep for Prep; Jean Rawitt, Board Member, Birch
Family Services, Inc.; Brad Zervas, Executive Director, Boys Hope Girls Hope of New York
You’ll Learn:
• The key elements of a major gifts program
• Tips and ideas that you can start using right away to raise major gifts
• How to engage, motivate and steward donors to provide meaningful support for your organization
Speaker: Mike Hoffman, Chairman, Changing Our World Inc.
Combined Session with Special Events
10:45 AM – NOON
4:00 PM – 5:00 PM
Everything You Need to Know About Foundations In 1 Hour!
Integrated Annual Giving
Foundation funding is an important part of any nonprofit’s funding portfolio. In this interactive workshop,
participants will learn the basics of getting consistent and sustainable foundation funding. Participants will
gain an understanding of how foundations operate, the importance of cultivation, and the basic elements
of a strong proposal.
Annual giving is vital to the health and growth of all nonprofit organizations. During this session we will
discuss all of the vehicles that comprise a comprehensive annual giving program, with a more detailed
look at direct mail, e-mail, and phone solicitations.
You’ll Learn:
• Why talking to the right people in a foundation is critical
• The importance of vision
• How to stand out from the many grant applicants
You’ll Learn:
• What comprises a comprehensive annual giving program
• The importance of messaging and segmentation
• Key things to remember when producing direct mail and e-mails, and executing phone solicitations
Speaker: Allison Searson, Deputy Director, Annual Fund Programs, Columbia University
Speaker: Robert Osborne, Vice President, The Osborne Group
21
2012 FRDNY SESSIONS
Major Gifts
8:45 AM – 10:00 AM
Sponsored by:
2:00 PM – 3:15 PM
Success Stories: What Works, Lessons Learned
Understanding and Tapping Family Foundations
Hear from experienced professionals and learn from actual interactions with prospective donors. Discover how
practiced fundraisers use certain indicators and intuition to meet and succeed with major gift solicitations.
Experts working with philanthropists and the burgeoning number of family foundations and donor advised
funds will share insights and advice on how these giving vehicles are established and managed, and what
motivates the donors who create them. The session will focus on what fundraising professionals need to
know to make the most effective use of their time in pursuing major gift support from family foundations.
You’ll Learn:
• How much cultivation it takes
• How to take a “No” and make it a “Yes”
• Donor indicators that predict success
Moderator: Brenna Sheenan Mayer, Vice President for College Advancement, The College of New Rochelle;
Speakers: Elizabeth Burke, Director of Foundation Relations and Senior Associate Director of Development,
MOMA; Robin Merle, CFRE, Vice President & Chief Development Officer, Hospital for Special Surgery;
Helen H. Miller LCSW, ACSW, CEO, Cancer Care
10:45 AM – NOON
You’ll Learn:
• The myths and realities of donor-advised funds
• The latest findings of the High Net Worth Philanthropy Study from Bank of America Merrill Lynch
• How advisors help family foundations evaluate and possibly match nonprofits with clients
Moderator: Brenna Sheenan Mayer, Vice President for College Advancement, The College of New
Rochelle; Speakers: Eileen R. Heisman, President & CEO, National Philanthropic Trust; David E. Ratcliffe,
CAP®, CTFA, Managing Director, US Trust, Bank of America Merrill Lynch Institutional Investments &
Philanthropic Solutions
4:00 PM – 5:00 PM
Major Gifts 2.0: Straight Talk for Your Board
Chief fundraisers often act as change agents within an organization, expressing the truth in ways that engage
and inspire both prospects and volunteer leadership. This is especially true in securing gifts that promise
major social impact. The best way to partner effectively with your Board is to start with a candid assessment
of your nonprofit’s case, culture, Board composition, and criteria for new Board members.
Philanthropic activism is growing worldwide in response to a vastly interdependent world seen by many as
too unstable, unequal, and unsustainable. A renowned panel will sharpen the focus on these fast-moving
developments as they re-shape how today’s philanthropists view and impact our world.
You’ll Learn To:
• Advise your board on the myths and realities of major gift fundraising in today’s economy
• Offer ways to strengthen your board through innovative approaches to both recruitment and major
gift fundraising
• Get at the heart of your case for support in solicitations
You’ll Learn:
Moderator: Linda C. Hartley, M.B.A., President, Hartley Consulting, Inc; Speakers: William Goodloe, CFRE,
President & CEO, Sponsors for Educational Opportunity (SEO); Jennifer E. Herring, President & CEO, The
Maritime Aquarium at Norwalk; Jane F. Karlin PhD, Vice President for Institutional Advancement, Hebrew Union
College-Jewish Institute of Religion
Research
8:45 AM – 10:00 AM
7th Floor, Duffy/Columbia
Capacity Ratings: Setting the Stage for Portfolio Management
Who are your best prospects and how much can they give you? This session will focus on the analysis,
techniques and strategies used by various institutions to create effective capacity ratings for fundraising.
You Will:
• Gain a greater understanding of the process involved in determining prospect capacity ratings
• Understand the role that capacity ratings play in the fundraising process
• Understand the role of research in capacity analysis, portfolio management and fundraising strategy
Speakers: Sharon Das, Senior Research Analyst, Rutgers University Foundation; Jessica Davis, Associate
Director, Research, NYU Langone Medical Center; Matthew Perrin, Manager of Prospect Research, Natural
Resources Defense Council; Bill Powers, Senior Research Analyst, Hospital for Special Surgery
2:00 PM – 3:15 PM
Top Ten Things Every Fundraiser Should Know About Major Donor Research
(Plus, Your Questions Answered)
As you adapt to the new normal and a more thinly-staffed development department, researching donors
and prospects is more important than ever in order to maximize time and resources. Our expert reveals the
mysteries of expensive and similar-sounding online wealth identification databases, free websites, and
other resources. Is Googling good enough or must you invest mega dollars to bring in major gifts in today’s
challenging environment?
You’ll Learn:
• How prospect research can help your organization to maximize donor potential
• Beyond Google: how to recognize good research, and which research tools to invest in
• Tips for maximum efficiency and accuracy
Speaker: Poonam Prasad, Founder and President, Prasad Consulting and Research
10:45 AM – NOON
Four seasoned prospect researchers from the NYC Metro area will provide insights into how their departments
evaluate a donor’s giving potential using publicly available information. Examples will illustrate some of the
important points to consider when evaluating a donor’s financial situation. There will be ample opportunity for
audience participation and questions.
Philanthropic activism is growing worldwide in response to a vastly interdependent world seen by many as
too unstable, unequal, and unsustainable. A renowned panel will sharpen the focus on these fast-moving
developments as they re-shape how today’s philanthropists view and impact our world.
You’ll Learn:
• Pitfalls to avoid during this process
• Specific fundraising case scenarios and outcomes
• About the interactive nature of the researcher/frontline fundraiser relationship
Speakers: Sharon Das, Senior Research Analyst, Rutgers University Foundation; Jessica Davis, Associate
Director, Research, NYU Langone Medical Center; Matthew Perrin, Manager of Prospect Research, Natural
Resources Defense Council; Bill Powers, Senior Research Analyst, Hospital for Special Surgery.
22
4:00 PM – 5:00 PM
Capacity Ratings: Hands-on Case Studies
You’ll Learn:
8:45 AM – 10:00 AM
4th Floor, Odets
2:00 PM – 3:15 PM
4th Floor, Odets
Growing Your Small Shop: Individuals & Special Events
Staying Ahead of the Curve: Successful Strategies for Small Shop Fundraisers
As small shop fundraisers, we often wear many different hats. With limited staff and resources, how do we
navigate the duties of Director of Development, Special Events, Communications and Annual Fund Manager
all in a day’s work? In this session you’ll hear from three fundraising professionals who manage to creatively
and cohesively weave these roles together to help grow their organizations.
Planning ahead is crucial in small shop fundraising. With so many great ideas, but only so much time and
staff, how do we ensure we’re maximizing our productivity and positioning ourselves for success? In this
presentation, you’ll hear from three seasoned professionals about their approach to the year and how they
stay ahead of the curve.
You’ll Learn:
• Special events strategies that maximize total dollars while minimizing expenses
• How to identify, reach out to and cultivate major donors
• Steps to grow your annual fund through an engaging individual gift program
You’ll Learn:
• Techniques for managing your time, setting priorities, and tracking next steps
• How to set a budget and stick to it
• Tips for goal-oriented decision making and managing those whose decisions can derail priority work
Moderator: Edward Griffin, Alumni Relations Manager, Trinity School; Speakers: Gerry Cornez, Director of
Development & Communications, The Acting Company; John Hughes, Vice President, Development, Fedcap;
Ann LaForge, Director of Institutional Advancement, The Cathedral School of St. John the Divine
Moderator: Edward Griffin, Alumni Relations Manager, Trinity School; Speakers: Veronica R. Bainbridge,
Director of Development, Vineyard Theatre; Paula Barbag, CFRE, President & Founder, Consulting For A Cause
LLC, Co-President, Association of Development Officers; Laura Newman, Director of Development, The
Guidance Center
10:45 AM – NOON
4:00 PM – 5:00 PM
4th Floor, Odets
4th Floor, Odets
Working With Your Board
Building a Base for Your Small Shop
Small shop boards are mostly made up of community leaders, local business owners, the semi-retired or
parents, with a sprinkling of other professionals. We’ll explore how to work with this type of board and will
discuss on the importance of setting trustee personal giving at an appropriate level; assessing your board’s
capacity, contacts, and fundraising knowledge; communicating success and giving credit for trustee activity;
fundraising options for trustees; and designing development reports for Board meetings.
In a small shop, there’s always so much to be done; this session will explore how you can build your base so
all the work is not on one person’s shoulders. Explore working with volunteers, training junior staff, seeking
out and securing part-time/contract staff, and when to call a consultant. Session panelists with experience
in a variety of small organizations will talk about how they did what they did and survived and thrived.
You’ll Learn:
• The difference between small shop and larger organization boards – and how to work with them
• Strategies to assess your board’s capacity, contacts, and fundraising knowledge
• Devising trustee personal giving levels and fundraising activities
Moderator: Terry Billie, Assistant Director, Advancement, Hudson River Museum; Speakers: Maria Imperial,
Executive Director, YWCA of White Plains; Wendy Nadel, Executive Director, Yonkers Partners in Education;
Lisa Robb, Executive Director, New York Council on the Arts
You’ll Learn:
• How to work with and train junior staff to take on more responsibility
• What work you can and cannot outsource to part-time/contract staff – and how to keep on top of it all
• How to work with volunteers and seek out pro-bono work from professionals
Moderator: Terry Billie, Assistant Director, Advancement, Hudson River Museum; Speakers: Alisa Keston,
Executive Director, The Volunteer Center of United Way; Karen Preuss, Development Manager, Reach Out
and Read of Greater New York
Special Events
8:45 AM – 10:00 AM
Sponsored by:
2:00 PM – 3:15 PM
Special Events 101
Beyond the Gala: Other Event Options
Class is in session! Learn the basics of fundraising events: how to plan your budget, incorporate your mission,
decide on format, set your prices, engage your board, recruit leadership, research new potential guests and
donors, and explore all the ways you can raise money.
Galas aren’t the only game in town. Cocktail parties, show premieres, golf tournaments, exhibition openings,
all can be part of your fundraising strategy, in place of or in addition to a gala. Explore how to maximize your
fundraising potential by tailoring events to fit donors’ diverse interests and budgets.
You’ll Learn:
• A complete “syllabus” for creating, planning and executing a successful fundraising event
• How to build a mission-centric event that engages your board, event leadership, and donors, and achieves
your fundraising goal
• What the experts have learned through both mistakes and successes
You’ll Learn:
• What events other than a dinner can raise money
• Options for groups too small or too new to have the donor base necessary to support a dinner
• Options for groups that have grown too large for one gala to accommodate all their donors, or whose donors have interests that can be better captured via other events
Speakers: Ed Boland, Vice President for External Affairs, Prep for Prep; Jean Rawitt, Board Member, Birch
Family Services, Inc.; Brad Zervas, Executive Director, Boys Hope Girls Hope of New York
Speakers: Sharon Cohen, Founder/Executive Director, Figure Skating in Harlem; Karen E. Leies, Senior
Director of Development, New York City Ballet; Lori D. Singer, Director of Special Events, The New School;
Kyung Yoon, Executive Director, Korean American Community Foundation
Combined session with Fundamentals
10:45 AM – NOON
4:00 PM – 5:00 PM
Convert Supporters Into Event Leaders
It’s Time to Optimize and Innovate our Peer-to-Peer Events
Events need honorees, chairs, and committees – who better to fill these roles than your donors? An
enthusiastic, supportive partner with whom you have a strong relationship can make an ideal event leader.
Find out the strategies that you can use to make the ask, be clear in your expectations, and develop an
effective plan for working together so that everybody wins.
Tired of acquiring only to combat attrition? Ready to optimize in order to drive retention? Many of today’s
peer-to-peer fundraising programs are in desperate need of innovation and optimization to combat the
special event tradition of attrition. Together we’ll talk about how to leverage web, email, social media, mobile
communications even direct mail, to drive retention, activate lapsed participants, and convert those ‘friends
and family’ donors into supporters of your organization.
You’ll Learn How To:
• Identify potential Honorees and Event Chairs from your organization’s existing circle of donors and determine what each can bring to the table
• Tailor your “ask” to appeal to each donor’s sensibilities and what they might hope to gain from the role
• Strategize ways to work together to ensure that the goals of both the leader and the event are met
Speakers: Preeti R. Davidson, Director of Development, The Legal Aid Society; Madeline deLone, Executive
Director, Innocence Project; Elizabeth Fallon Culp, Director of Major Gifts & Legacy Giving, New York Public
Radio; Elizabeth Fallon Culp, Director of major gifts and legacy giving; Audrey Levitin, Director of Development,
Innocence Project
You’ll Learn:
• Online, email, social media, and mobile options that engage fundraisers in peer-to-peer events
• Successful online strategies for retaining donors long after your fundraising event is over
• Turning donors who give to friends and family into donors who give to you
Speakers: Melissa Lee, Account Director, SankyNet; Kelley Stewart, Vice President, Pursuant Ketchum
23
2012 FRDNY SESSIONS
Web, Tech and Social Media
8:45 AM – 10:00 AM
Sponsored by:
2:00 PM – 3:15 PM
Popping the Question: Moving from Engagement to Action Online
Rapid Fire: Tips and Trends on Web, Tech and Social Media
With 25 years of experience in philanthropy, Jay Frost has served thousands of nonprofit organizations and
companies in the US, Europe and Asia. This session will explore how nonprofits can successfully move between
engaging their audience and inspiring them to take action based on Jay’s expertise in nonprofit fundraising
and management.
In this fast moving session on Web, Tech and Social Media, a panel of experts will provide
“bite size” tips, allowing the audience to come away with practical and applicable ideas for improving their
online, social media and mobile fundraising campaigns. Whether you are new to fundraising or a seasoned
professional, you’ll come away with snapshots of the fresh techniques and tools that are proving successful
for other organizations. You will also have the chance to ask the experts for advice on your specific issues.
You’ll Learn:
• How nonprofits are successfully cultivating new audiences via social media
• Expert advice on ways to turn activists for your cause into committed donors
• How to integrate your online campaign for greater success
Moderator: Steven G. Jacobson, CEO, Jacobson Consulting Applications, Inc.; Speaker: Jay Frost, CEO,
FundraisingInfo.com
10:45 AM – NOON
You’ll Learn:
• The latest techniques in online fundraising that are proving successful for nonprofits
• Fresh ideas for harnessing the power of social media and mobile communications
• What new tech developments are on the horizon that the experts are talking about
Moderator: Paul Habig, Executive Vice President, SankyNet; Speakers: Lane Brooks, COO, Food & Water Watch;
Ann Crowley, Membership & Online Strategy Director, Human Rights Campaign; Harry Lynch, Principal & CEO,
SankyNet; Liz Murphy, President, RedEngine Digital
4:00 PM – 5:00 PM
Tweet, Ping, Poke: Who Cares, What Matters
From 2008 to 2012: What Nonprofits Can Learn from the Obama Campaign
When a new social media platform pops up every week, how do you decide what’s worth investing in? Join us
for an exciting discussion about today’s hottest trends in social media. It’s your chance to ask industry expert
Allison Fine how to employ the latest technology and successfully implement your social media strategy.
President Obama’s 2008 campaign made history by mobilizing millions of Americans through innovative online
engagement and fundraising programs. His 2012 campaign presents a whole new set of challenges and opportunities, including the massive growth of social media. Stephen Geer was a primary architect of Obama’s 2008
online strategy and has spent the past three years translating the successes of that campaign for nonprofit,
foundation and political clients. He will discuss lessons from 2008 and what’s working so far in 2012.
You’ll Learn:
• Some of the hottest trends in social media – and which are here to stay
• How campaigns have succeeded and failed
• The answers to your social media and tech questions
Moderator: Paul Habig, Executive Vice President, SankyNet; Speaker: Allison Fine, Senior Fellow,
Demos: A Network of Ideas and Action, co-author of The Networked Nonprofit
You’ll Learn:
• Lessons from 2008 that have worked for nonprofits
• What’s changed and what’s working in 2012
• How you can use social media to build support for your cause
Moderator: Steven G. Jacobson, CEO, Jacobson Consulting Applications, Inc.; Speaker: Stephen Geer,
Partner, OMP
Combined Session with Direct Response
Workshops
8:45 AM – 10:00 AM
4th Floor, Gilbert
Making The Ask…A Role Playing Session to Hone Your Donor Outreach Skills
The number one reason people give to an organization is because they are asked. And if you don’t ask
effectively, you won’t get. In this workshop, you will practice making a solicitation using tips and working
examples presented by an expert.
• Get the meeting with the decision maker
• Overcome your fear of asking for money
• Conduct successful face-to-face meetings
2:00 PM – 3:15 PM
4th Floor, Gilbert
Starting a Successful Planned Giving Program on a Shoestring Budget…
Setting It Up and Doing It Right
Every non-profit with a long-term vision can lock in future support from their current individual donors.
Get ready to set up your own successful planned giving program, with a minimal budget, in this highly
interactive workshop.
Special handout for attendees: How to Start the Planned Giving Conversation and an opportunity to
win a prize worth $500.00 for their nonprofit.
Speaker: Barbara Gill Rogus, CFRE, Executive Director, ret., Juvenile Diabetes Research Foundation
• Determine organizational readiness
• Define your target market and which gifting options you will market
• Build a successful planned giving campaign with a tiny budget
Speaker: Lorri Greif, CFRE, Founder, easyPG
10:45 AM – NOON
4th Floor, Gilbert
Demystifying the Fundraising Website Redesign Process…
A Step-by-Step Guide to Developing an Effective Website
Learn the tools and techniques to develop a powerful website that makes people want to engage with
and contribute to your organization. Panelists bring expertise on websites for small and large nonprofits,
and will offer hands-on tips from a variety of perspectives in the website redesign process.
You’ll Learn To:
• Prioritize your website goals for maximum exposure
• Manage the website redesign process – from strategy to SEO
• Develop designs & copy to create a compelling website
Speakers: Carla Perlowin Chadwick, Director of Digital Fundraising, Covenant House International;
Tricia Reyes, Associate Director of Fundraising, Consumer Reports; Julie Ziff Sint, Senior Account
Executive, SankyNet
24
4:00 PM – 5:00 PM
4th Floor, Gilbert
“I Had A Great Interview But I Didn’t Get The Job”: Interviewing Successfully
There’s more to getting a job than just having a good resume. You have to make it through the interview.
And often there are a series of meetings that require you to return to the organization over time, each
with a different set of people. But don’t despair. There are strategies that will help you get through the
process and land the job. Session includes a live role-play interview.
You’ll Learn:
•
•
•
•
How to prepare yourself mentally and emotionally
The importance of the three R’s: research, resources and references
Effective presentation techniques
Helpful collateral materials
Speaker: Susanne Felder, Consultant, Lee Hecht Harrison
GEIGER is excited to
partner with FRDNY to
“Get You Noticed”
Geiger is the 2012 FRDNY tote bag sponsor – and
now we are also offering Special Preferred Pricing
to FRDNY sponsors, exhibitors and New York City
Chapter – AFP members. Our goal is to help you
connect and engage with your audience.
Marketing effectiveness is far more than branded
giveaways – it’s about delivering measurable
results with a return on investment.
For creative ideas at FRDNY Preferred
pricing, e-mail us at [email protected],
or check out our special offers at:
www.geiger.com/FRDNYpromo
View the Best
of the Best!
Stop by the SolutionsCenter
and see the Direct
Marketing Fundraisers
Association Package of
the Year Award Winners.
FOR THE SECOND YEAR RUNNING,
Tony Martignetti Nonprofit Radio will be on
our exhibit floor hosting podcast interviews
of select speakers for later broadcast on the
show. Tony has delivered four seminars in
past Fundraising Days, and is again turning
to interviewing our speakers who share their
“Big Nonprofit Ideas for the Other 95%.”
Each of his weekly podcasts gets over
1,000 downloads. His show is on YouTube
at realTonyMartignetti.
Tony Martignetti Nonprofit Radio is on iTunes at
www.nonprofitradio.net. Check out the show’s Facebook
page at Facebook.com/TonyMartignettiNonprofitRadio.
If you have big dreams but a small budget,
you have a home at Tony Martignetti
Nonprofit Radio.
25
CONTINUING EDUCATION POINTS TRACKER
Certified Fundraising Executive The credential for fundraising professionals
CFRE International has developed this form as a way for you to quickly track (and keep in your files!) a record
of the continuing education sessions you have attended. Simply check the boxes next to the sessions you
attended and, where necessary, fill in the session title. At the end of the conference, add up the total number
of hours. Keep this sheet and you will be ready to complete your application form. All of the session slots listed
are eligible for continuing education points on your CFRE application for initial certification and/or
recertification. Sessions not listed here are not eligible for points.
Activity Organizer: New York City Chapter, Association of Fundraising Professionals
Title of Activity: Fundraising Day in New York
Dates and Location: June 8, 2012 – New York, NY, USA
8:45 AM – 10:00 AM (1.25 CREDIT HR)
2:00 PM – 3:15 PM (1.25 CREDIT HR)
rJust Do It: Making the Legacy Ask
rAfter the Baby Boomers: Fundraising
and Managing with Generation X and
the Millennials
rWhat’s the Big Idea?
r30 Ideas in 60 Minutes: Your Hour of
Creative Power
rSpecial Events 101
rSuccess Stories: What Works, Lessons Learned
rCapacity Ratings: Setting the Stage
for Portfolio Management
rGrowing Your Small Shop: Individuals
& Special Events
rPopping the Question: Moving from Engagement
to Action Online
rThank You Sir and May I Have Another
rIntroduction to Major Giving
rUnderstanding and Tapping Family
Foundations
rTop Ten Things Every Fundraiser Should
Know About Major Donor Research
rStaying Ahead of the Curve: Successful
Strategies for Small Shop Fundraisers
rBeyond the Gala: Other Event Options
10:45 AM – 12:00 PM (1.25 CREDIT HR)
rStarting a Successful Planned Giving
Program on a Shoestring Budget
r
What the Grantmakers Have to Say
r
Planned Giving Starts with Direct Response
r
Everything You Need to Know About Foundations
In 1 Hour!
rMajor Gifts 2.0: Straight Talk for Your Board
r
Capacity Ratings: Hands-on Case Studies
r
Working With Your Board
rConvert Supporters Into Event Leaders
rDemystifying the Fundraising Website Redesign
Process…a Step-by-Step Guide to Developing an
Effective Website
r
Tweet, Ping, Poke: Who Cares, What Matters
26
rBuilding Strategic Corporate Partnerships
rMaking The Ask…a Role Playing Session to
Hone Your Donor Outreach Skills
r
To Launch or Not to Launch a Capital Campaign:
Is Now the Time?
Total number
of contact
hours attended:
rRapid Fire: Tips and Trends on Web, Tech
& Social Media
4:00 PM – 5:00 PM (1.0 CREDIT HR)
r
r
One on One with Phillip Henderson,
President of The Surdna Foundation
r
From 2008 to 2012: What Nonprofits
Can Learn from the Obama Campaign
rIntegrated Annual Giving
rBuilding a Base for Your Small Shop
rIt’s Time to Optimize and Innovate
our Peer-to-Peer Events
rI Had A Great Interview But I Didn’t Get
The Job: Interviewing Successfully”
(Number of contact
hours = Number of
Education points)
27
2012 FRDNY FACULTY
Myles B. Amend
Terry Billie
Elizabeth Burke
Amend is Associate Head of School for
Advancement at Trinity School. He is
responsible for all institutional advancement
efforts: development, alumni relations,
special events, admissions and financial aid,
communications, and the school’s archives.
He chaired the School’s recent strategic
planning process and is coordinating the
plan’s implementation. Myles led the school’s
$40 million Trinity300 Campaign and
planned and directed Trinity’s year-long
300th Anniversary celebration.
As Assistant Director, Advancement at the
Hudson River Museum in Yonkers, New
York, Billie heads up the development/
marketing department, and is responsible
for foundation, corporate, government,
and individual fundraising, membership,
and special events for the Museum. With
twenty-two years of development experience
in cultural, history, science, and botanical
garden non-profits, Billie has worn many hats
working at smaller nonprofit organizations.
Burke is Director of Foundation Relations
at New York’s Museum of Modern Art,
overseeing a portfolio of funding related to
the annual fund, art conservation, scholarly
research, publications, international
initiatives, archives, library, film, media,
performances, endowments, digitization,
and other programs and projects. She is
also a print-maker, specializing in etching.
Matthew Bishop
Sister Angèle Arbib
O.S.B.Sister Angèle Arbib, O.S.B., is a
cloistered Benedictine nun at the Abbey
of Regina Laudis in Bethlehem, CT. Prior
to entering the monastery, she was a
Vice-President and a member of the Board of
Directors of Columbia Artists Management,
Inc., in New York, where she was a manager
of opera singers and stage directors for 28
years. She is now leading the capital
campaign for the New Horizons Renovation
Project at the Abbey of Regina Laudis.
Veronica Bainbridge
Veronica Bainbridge is currently the Director
of Development at Vineyard Theatre. She
was Director of Development at Labyrinth
Theater Company for four years and Business
Manager for The Directors Company for five
years. She has served as a grants panelist
for the New York City Department of Cultural
Affairs and A.R.T./N.Y.
Matthew Bishop is New York Bureau Chief of
the Economist. He has written several books,
including co-authoring “Philanthrocapitalism:
How Giving Can Save the World”, which was
described as a “definitive guide to a new
generation of philanthropists” by New York
Mayor Michael Bloomberg and as “an
important book” in a foreword by former
President Bill Clinton. He is on Twitter
as @mattbish
Paula Barbag is President and Founder of
Consulting for a Cause (CFC), a consulting
firm that specializes in fundraising and
organizational development for not-for-profit
organizations. Barbag has more than 30
years experience in fundraising, marketing
and human resources. For 23 years she was
employed by Richmond Community Services.
She currently serves as Co-President of the
Association of Development Officers.
Douglas Bauer
28
Bauer is the Executive Director of The Clark
Foundation and focuses on helping people
out of poverty and into leading independent
and productive lives and supports nonprofits
in New York City and Cooperstown, NY. Bauer
is also executive director of The Scriven and
Fernleigh Foundations and a Senior Vice
President with Clark Estates, Inc.
Chadwick is the Director of Digital
Fundraising at Covenant House International
where she is responsible for overall
strategic planning and management of a
comprehensive online program, including
internal and external promotion, content
creation, design development and
implementation, and online partnership
building. Prior to joining Covenant House,
Chadwick was the Creative Services Director
at SankyNet.
Sharon Cohen
Mary A. Bogucki
Bogucki has been with Amergent since
1999 and currently serves as Vice President.
She has spent 30 years in client and project
management. For over 15 years, she has
focused on direct marketing in both the
commercial and not-for-profit arenas,
bringing results-driven strategic direction,
production know-how and overall campaign
management to her clients.
Cohen is founder and executive director of
Figure Skating in Harlem. Empowering young
girls and women in the community to grow in
confidence, leadership, and academic
achievement through a dynamic after-school
skating and academics program, both she
and FSH have been nationally recognized.
Cohen is a graduate of Brown University
and NYU.
Gerry Cornez
Ed Boland
Paula Barbag, CFRE
Carla Perlowin Chadwick
Boland is Vice President for External Affairs
at Prep for Prep. With more than 20 years in
the nonprofit sector, Boland directed the
Major Giving Program at Lincoln Center and
GMHC. Boland received a BA from Fordham
and an MA in Education from City College.
Lane Brooks
Brooks is the chief operating officer for
Food & Water Watch and has overall
responsibility for operations including
administration, finances, human resources,
IT, and development. Brooks has more than
25 years experience in nonprofit fundraising
and management. Most recently, he served as
the director of development at Public Citizen.
Cornez is Director of Development and
Communications for The Acting Company,
America’s Tony-winning touring repertory
theater. He previously served as Executive
Director of Waif, the adoption organization,
and worked for NGO and health foundations.
A freelance writer, his work has appeared
in major newspapers including The New
York Times.
Ann Crowley
Crowley an experienced fundraiser and
activist Crowley has been in the fundraising
field for 20 years; and politically active since
age 7 when working at the polls for George
McGovern’s presidential campaign. Currently,
Crowley is the Membership and Online Strategy
Director for the Human Rights Campaign.
Elizabeth Fallon Culp
William Engel
Jay Frost
Culp has worked in the non-profit sector for
23 years raising funds in support of public
radio; public gardens; performing arts;
AIDS research, education and direct care;
reproductive rights and the homeless. Her
professional experiences have included major
and planned giving, membership and annual
fundraising, special events, and corporate
sponsorship.
Engel is an attorney with the law firm of Engel
& Devlin, P.C. in Warren, New Jersey. He is
also the chief operating officer of four private
foundations and a charitable trust and has
served on numerous non-profit boards of
trustees. He is a graduate of Princeton
University and the University of Virginia
School of Law.
Frost is a 25 year veteran of the world of
philanthropy. Over the years, Frost has played
a leadership role in a number of companies
serving the third sector, including serving as
President and CEO at FundraisingInfo.com,
Chief Strategy Officer at WealthEngine and
President and CEO at Wealth ID.
Stephen Geer
Susanne Felder
Sharon Das
Das is a senior research analyst for the
Rutgers University Foundation, working
primarily with the School of Arts and Sciences
and Athletic Development for Rutgers’
$1 billion campaign. She has over seven
years of fundraising experience and holds
a certification in non-profit management. She was previously a high school teacher.
Preeti R. Davidson
Davidson is the Director of Development at
The Legal Aid Society in New York City. She
previously served as Director of Development
& Alumni Relations at Eugene Lang College,
The New School for Liberal Arts, and as an
Assistant Director for the Columbia College
Fund. Davidson holds a Bachelor of Arts
Degree from Barnard College, Columbia
University. Jessica Davis
Davis has worked in development for over
seven years, specializing in academic and
medical organizations. She is currently
Associate Director of Prospect Research at
NYU Langone Medical Center and previously
worked at the Cooper Union. She specializes
in prospect management, wealth screenings
and capital campaigns.
Maddy deLone
deLone became the Executive Director of
the Innocence Project in March 2004. Before
joining the IP, she was an attorney with the
Prisoners’ Rights Project of the Legal Aid
Society, a Skadden Fellow and staff attorney
with Children’s Rights, Inc., and a law clerk
to the Honorable Robert W. Sweet.
Craig DePole
As Senior Vice President at Newport Creative,
DePole has 20 years of experience developing
innovative, results-driven programs for
leading nonprofit organizations. He enjoys the
challenge of helping organizations be more
relevant to donors and prospects. His goal is
to help nonprofits build lasting and profitable
relationships with their donors. Felder’s background includes sales,
development and executive search/coaching.
After working with a publishing firm, she
served as a recruiter for Drum Associates
specializing in financial services
professionals. She shifted into fundraising,
serving as the Coordinator of Alumni Affairs
for Johns Hopkins University and the
Director of Development for a Day School
in Queens. Recruited for Kalish & Associates,
she is currently a transition coach for Lee
Hecht Harrison.
Allison H. Fine
Fine studies and writes about the
intersection of social media and social
change. She is the author of the
award-winning book Momentum: Igniting
Social Change in the Connected Age (Wiley &
Sons, 2006). Her latest book, The Networked
Nonprofit (Wiley & Sons, 2010), co-authored
with Beth Kanter, was an immediate
best-seller.
John B. Ford
John Ford is the Board Chair of Marts &
Lundy, a full-service fundraising consulting
firm founded in 1926. With 35 years of
experience as a development officer, Ford
has served as Vice President for
Development at Stanford University,
overseeing three different billion-dollar plus
campaigns.
Robert Frank
Frank is an award-winning journalist,
best-selling author and leading journalistic
authority on the American wealthy. He joined
CNBC in May 2012 as a reporter and editor.
Prior to that, Frank was with The Wall Street
Journal for 18 years, serving as a foreign
correspondent in London and Singapore,
and later covering Wall Street and corporate
scandals. His blog, “The Wealth Report”
was named by Time magazine as one of
America’s most influential financial blogs.
Geer was Director of Email and Online
Fundraising for Barack Obama’s 2008
presidential campaign. Geer’s team mobilized
millions of grassroots volunteers and raised
more than $500 million in online donations.
Geer is now a partner at OMP,
a direct marketing and strategic
communications firm in Washington, DC.
Jane Geever
Geever is the Founder and Chairman, J.C.
Geever, Inc., author of Guide to Proposal
Writing 6th Edition (2012). A leader in the field
of fundraising/philanthropy, a national
lecturer, author: MA: New School,
Postgraduate studies: Stanford University,
Honorary Doctorate: Seton Hill College,
Faculty, Columbia University
Barbara Gill Rogus, CFRE
Rogus has held management positions in
prominent Long Island not-for-profits for
the last 25 years, including the Guide Dog
Foundation for the Blind and Stony Brook
University. Most recently, she was the
Executive Director of the Long Island Chapter
of the Juvenile Diabetes Research Foundation.
Bobby Gondola
At Year Up, Gondola leads development,
communications, mentoring and volunteer
engagement, and events, while also serving
as a staff advisor for program participants as
a member of the site’s learning community.
Before joining Year Up, Gondola worked in
New York City leading external relations at the
Harlem School of Music, where he oversaw
fundraising, communications, and
community development in Harlem.
William Goodloe, CFRE
Goodloe is President & CEO of Sponsors for
Educational Opportunity (SEO), a nationally
recognized nonprofit organization that
prepares 1000+ underserved young people
per year for college and career success. Since Goodloe joined SEO in 2001, the
number of students served annually has
tripled and annual revenues have more
than doubled. 29
2012 FRDNY FACULTY
Lorri M. Greif, CFRE
Eileen R. Heisman, ACFRE
Daniel Horgan
Greif, is president of Breakthrough
Philanthropy, Inc. She recently developed
easyPG® (www.easypg.com), a cost and
time saving method of building successful
planned giving programs. In 20+ years she
has created and implemented successful
planned giving and major gifts campaigns
at a variety of social service, religious and
health organizations.
Heisman is the President and CEO of
National Philanthropy Trust. She is a
nationally recognized expert on charitable
and
planned giving, and has been interviewed
about philanthropy and donor-advised
funds on CNBC’s Squawk Box, and by
nearly every national newspaper and major
trade publication.
Edward Griffin
Phillip Henderson
Edward Griffin is Alumni Relations Manager
at Trinity School. Griffin began working at
Trinity in 2006 and currently serves as Vice
President of the New York Area Alumni
Directors of Independent Schools. Prior
organizations include The Acting Company,
Jean Cocteau Repertory, and Pearl Theater
Company. He has a BFA from New York
University.
Phillip Henderson is president of the Surdna
Foundation, a New York City-based family
foundation focused on fostering sustainable
communities in the United States. The
Surdna Foundation, founded in 1917, operates
programs that support sustainable
environments, strong local economies, and
thriving cultures. Henderson has been with
Surdna since 2007.
Daniel Horgan is Senior Director, Community
Affairs, for Capital One. In this role, Horgan
oversees local grant making, corporate
volunteerism and community programming
across the company. Since joining Capital
One in 2009, Horgan has led efforts to
develop, launch and implement Capital
One’s Investing for Good community brand
and investments across the company’s
footprint, including most recently the national
expansion efforts with ING Direct and HSBC
US Card.
Paul Habig
Jennifer E. Herring
Paul Habig is Executive Vice President of
SankyNet, a marketing company that
specializes in integrated fundraising and
communications for nonprofits. Habig has
fifteen years of multi-channel fundraising,
direct mail, web design, and email marketing
experience. He has developed award-winning
strategies for more than 60 non-profit
organizations such as, amfAR, The Children’s
Hospital of Philadelphia, Covenant House,
PetSmart Charities, and the Smithsonian
Institution.
Since she became President in 2004,
Jennifer Herring has led a complete
reimagining of The Maritime Aquarium.
Through planning, rebuilding the Board and
completing the institution’s largest
campaign, she responded to the economic
crisis with a renovated facility, new exhibits
and programs, increased staff productivity
and greener operations.
Erica Hamilton
As Chief Program Officer at iMentor, Hamilton
oversees the growth, quality and innovation
of programs, including developing external
partnerships. Prior to iMentor, Hamilton
worked at Prep for Prep, Sponsors for
Educational Opportunity and the Institute
for Youth Entrepreneurship. She has also
led strategic initiatives at Goldman Sachs
and Citigroup.
Linda C. Hartley, M.B.A.
30
With 30 years of frontline experience, Hartley
Consulting Inc. offers nonprofits the
development and management tools to build
leadership, increase support, and generate
lasting organizational change. Hartley and
associates have helped nonprofits raise over
$500 million through major/planned gifts,
campaigns, board development and trainings.
She is an assistant adjunct professor at NYU’s
Heyman Center for Philanthropy and
Fundraising.
John Hughes
John Hughes joined Fedcap in 2006 and
oversees the nonprofit’s advancement efforts.
A specialist in small shops, his more than 20
years of experience includes Central Florida
Zoo, Palm Beach Zoo, Ballet Florida, NY Blood
Center, and Village Care. Hughes received his
BA in Psychology from Mount
St. Mary College.
Maria Imperial
Imperial is the CEO of the YWCA White Plains
& Central Westchester, whose mission is
eliminating racism and empowering women. From 1998 – 2007, Imperial was the Executive
Director of the City Bar Justice Center and was
instrumental in spearheading the City Bar’s
response to the September 11th tragedy. Mike Hoffman
Davida Isaacson
Hoffman is the Chairman of Changing Our
World, Inc., a leading international full-service
fundraising and philanthropic consulting firm
with more than 100 employees. Hoffman
began his career in the nonprofit sector in
1985 and founded CW in 1999. He serves on a
number of nonprofit boards, and is a
graduate of West Point.
Isaacson is President of Davida Isaacson
Consulting Inc. Prior to the formation of her
own company, Davida was Principal and
Senior Consultant with Myerberg Shain
and Associates. Formerly she served as
Executive Director of the Jewish Community
Foundation of MetroWest, where she raised
$12 million in major and planned gifts in
18 months.
Giselle Holloway
As the Director of Direct Response for the
International Rescue Committee since 2005,
Holloway directs the organization’s efforts
to raise $15 million annually through direct
mail, the Internet, monthly giving and
telemarketing. Prior to IRC, Holloway oversaw
the direct response programs for Thirteen/
WNET (PBS) and God’s Love We Deliver in
New York City.
Steven G. Jacobson
Jacobson is the President of Jacobson
Consulting Applications, Inc. (JCA), a firm
that he founded in 1988 to provide strategic
technology consulting to nonprofit
organizations. Jacobson is an active member
of AFP, AAM, AMMC and INTIX. He holds
Bachelor of Arts degrees in Economics and
Psychology from Stanford University.
Jane F. Karlin, PhD
Karen E. Leies
Karlin is Vice President for Institutional
Advancement at Hebrew Union College-Jewish
Institute of Religion, with responsibility for
fundraising, communications, and alumni
relations at campuses in New York, Cincinnati,
Los Angeles and Jerusalem. She is also on
faculty at the George H. Heyman, Jr. Center
for Fundraising and Philanthropy at New
York University.
Leies, the Senior Director of Development at
New York City Ballet, leads the Company’s
efforts to raise over $20 million in annual
support, including four major fundraising
gala events. Previously, Leies was Vice
President for Development at The Michael J.
Fox Foundation for Parkinson’s Research
and Director of Development at Jazz at
Lincoln Center.
Alisa Kesten
Amy F. Leveen
Kesten is Executive Director of The Volunteer
Center. Her involvement with the organization
began in 2005, first as a graduate of
Leadership Westchester, a signature program
of The Volunteer Center, then as a board
member and Chair of the Board, until
becoming Executive Director in 2010.
Leveen is President of Amy Leveen
Associates, and began working as an
independent consultant in February 1993.
Current clients include the Museum at
Eldridge Street, Barnard College and, in
partnership with A.B. Data, American
Foundation for the Blind, Christopher
& Dana Reeve Foundation and Episcopal
Relief & Development. Lina Klebanov
Klebanov is the Deputy Director of Marsh &
McLennan Companies’ Corporate Social
Responsibility (CSR) Department. Previously,
Klebanov was a Senior Program Officer at Morgan Stanley. Klebanov holds a Masters
degree in Non-Profit Management from the
NYU Robert F. Wagner Graduate School of
Public Service. She serves as President of the
Contributions Advisory Group and Board
member of Exalt.
Ann LaForge
LaForge is the Director of Institutional
Advancement at The Cathedral School of
St. John the Divine. In her previous position,
at another independent school, she started
from scratch an Office of Development,
Alumni & Communications, relying mainly
on the help of volunteers. At Cathedral,
she works with a “huge” staff of three. J. Andrew Lark
A William & Mary and Washington & Lee
University School of Law graduate, Lark is
an attorney and a 29-year Co-Trustee of the
Frances L. & Edwin L. Cummings Memorial
Fund. He is also Executive Director of the
Bagby Foundation for the Musical Arts and
a Trustee of the Summit Area Public Foundation.
Melissa Lee
Lee is the Account Director at SankyNet,
an online marketing agency, where she
specializes in strategizing integrated,
multi-channel fundraising campaigns for
local, national, and international nonprofit
organizations and membership societies.
Prior to joining SankyNet, she spent seven
years developing the American Cancer
Society’s online fundraising program in
New York and New Jersey.
Audrey Levitin
Levitin has led the Innocence Project’s
development program for six years. She
was previously a Vice President with the
Vantage Consulting Group, a firm providing
comprehensive fundraising services to
the nonprofit sector. She is currently
participating in a year-long program at the
Harvard Kennedy School of Government
in exponential fundraising.
Kirsten Lodal
Lodal co-founded LIFT in 1998, and the
organization has since engaged 6,000
volunteers to work with 50,000 families
as they chart their path towards economic
stability. Lodal LIFTs because she believes
that we all share a drive and aspiration to
succeed, and we all want to build a better
future for our kids and families. Harry Lynch
Lynch is the CEO of SankyNet, an
award-winning online fundraising and
communications agency devoted to
not-for-profit causes throughout the U.S.
Lynch continues to be actively involved in
the creative and strategy for the agency’s
17 online clients such as The NAACP
Legal Defense Fund, Northeast Animal
Shelter, The Scripps Research Institute,
and Covenant House.
Lisa Maska, CFRE
As Partner at Lautman Maska Neill &
Company, Maska has provided integrated
direct marketing consulting for organizations
such as Mercy Corps, GMHC, RIF and
Citymeals-on-Wheels. A frequent speaker
for AFP, DMAW, and DMA events, Maska
serves on the board of AFP’s DC Chapter
and has served on the DMFA board.
Jane McIntosh
Jane McIntosh is Senior Director, Individual
Giving and Membership Services at Lincoln
Center for the Performing Arts. She earned
her B.A. in English from Binghamton
University and an M.A. from the Program
in Arts Administration at Teachers College,
Columbia University where she has been
an adjunct faculty member for the last
eight years.
Carey Bartram Meltzer
Carey Bartram Meltzer is Director of
Individual and Major Giving at WNET New York
Public Media, parent company of THIRTEEN,
WLIW21 and operator of NJTV, raising funds
for national PBS programming in arts and
culture, science and nature, news and public
affairs, and educational initiatives. Prior posts
include Director of Major Gifts at WNET,
Manager, President’s Council and Major Gifts
at The New York Public Library, Director of
Development, The Colonial Theatre, and
Manager, Corporate Development at
The Morgan Library & Museum.
Venessa Mendenhall
Mendenhall is the Vice President of the
Fellows Program for New York Needs You –
an intensive training and mentoring program
that enables first-generation college students
to achieve their academic and professional
ambitions. Previously, as Director of Strategic
Partnerships for Dare Mighty Things, worked
with nonprofits across the country to develop
cross-sector coalitions, increase and retain
their volunteer base, engage hard-to-reach
populations, and deploy web-based
technologies to meet their toughest
organizational challenges.
Robin Merle, CFRE
Merle is the Vice President and Chief
Development Officer for Hospital for Special
Surgery. For over 25 years she has provided
strategic leadership in fundraising and board
relations for higher education, health care
and scientific research organizations. While at
the Rutgers University Foundation, she
received the CASE Award for Excellence in
Educational Fundraising Leadership.
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2012 FRDNY FACULTY
Helen Miller LCSW, ACSW
Jane B. O’Connell
Bill Powers
Helen Miller is Chief Executive Officer of the
national non-profit CancerCare. A licensed
clinical social worker in New York, she has
directed cancer prevention and wellness
programs for major cancer centers, and
has led several non-profit healthcare
organizations. She is on the board of the
National Philanthropic Trust, among others.
O’Connell is President of the Altman
Foundation, established in 1913 under the will
of Benjamin Altman. She consults for schools
and small non-profit organizations in the
areas of fundraising, strategic planning and
board development. O’Connell was Director
of Development and Administrative Services
at an independent girls’ school from 1976 to
1998. She serves on a number of nonprofit
boards including the Lavelle Fund for the
Blind, the Partnership for Inner-City
Education, the Museum of the City of New
York and VCG/Governance Matters.
Powers is the senior research analyst at the
Hospital for Special Surgery in New York City.
He has been involved in fundraising and
prospect research for over eleven years and
has worked for arts and religious organizations
and has also worked in higher education.
Tara Morris
Morris is the Vice President of Development
at Friends of the High Line, a 1.5-mile-long
historic elevated rail structure on the West
Side of Manhattan. Prior to joining Friends
of the High Line five years ago, Morris spent
eight years working on fundraising events,
commencement, and special cultivation
events for the President at New School
University. Liz Murphy
Murphy is President and Founder of
RedEngine Digital (RED), an integrated digital
marketing and fundraising agency that helps
not-for-profits, associations and businesses
increase their online revenues, visibility and
engagement. RedEngine’s client list includes
the American Diabetes Association, CARE, the
Children’s Aid Society, 4-H National Council,
the Humane Society of the United States and
others.
Wendy Nadel
Nadel’s career in the not-for-profit sector
began 25 years ago while a student at Emory
University. In 2007, Nadel became the
Executive Director of the Yonkers Partners
in Education, a local education fund that
works to increase the number of Yonkers
public school students who complete a
post-secondary education. She currently
serves as a member The Volunteer Center
of United Way.
Laura Newman
Newman serves as the Director of
Development for The Guidance Center where
she has engaged lots of people to quadruple
fundraising revenues over the past four
years. With an MBA and a diverse
professional background, Newman
approaches fundraising in an organized,
structured way to maximize fundraising
profits and work efficiently.
32
Robert Osborne Jr.
Osborne has 16 years of fundraising and
management experience including expertise
in campaign planning, major gifts, annual
giving, stewardship, board training,
marketing, and management. A well-known
international speaker, Osborne has
conducted well-received workshops for
AFP, AHP, the International Fundraising
Conference, the International Fundraising
Festival, the Fundraising Institute of New
Zealand, and many others.
Stacy Palmer
Palmer is editor of The Chronicle of
Philanthropy. She has served as a top editor
since the newspaper was founded in 1988
and has overseen the development of its Web
sites, Philanthropy.com and Philanthropy
Careers, and is co-editor of The Chronicle
Board Report.
Poonam Prasad
Prasad founded Prasad Consulting &
Research in 1989 and has counseled over 100
local, national, and international nonprofits,
raising billions of dollars in major and capital
gifts. PCR provides training, research, audit,
major gift and capital campaign services.
Prasad teaches at NYU and is on the boards
of the Giving Institute and the New York
Women’s Agenda. She’s a former board
member of APRA and AFP-GNY and past
President of WID-NY.
Karen Preuss
Preuss is the Development Manager for
Reach Out and Read of Greater New York, a
pediatric early childhood literacy nonprofit
that serves 270,000 children in the New York
metro area. She joined Reach Out and Read
in 2010, where she is responsible for all
aspects of development and fundraising from
foundations, corporations, government
agencies and individuals.
David E. Ratcliffe, CAP, CTFA
Perrin works for Natural Resources Defense
Council (NRDC), one of the world’s leading
environmental groups, where he manages all
prospect research for major gifts, foundation,
and corporate fundraising. He joined NRDC in
1999 and is a graduate of Boston University.
Ratcliffe is a Managing Director of US
Trust Philanthropic Solutions and Head of
Institutional Philanthropic Sales for Bank
of America Merrill Lynch. The Philanthropic
Solutions team is nationally recognized as
a provider of nonprofit institutional services,
working with nonprofit organizations to
provide foundation and endowment
management, planned giving management/
administration and philanthropic advisory
consulting.
Allison Porter
Jean Rawitt
Matthew Perrin
Since co-founding Avalon Consulting Group,
Inc. with Ann Herzog in 1997, Porter has
played an integral role in Avalon’s growth and
development as a leading full-service, direct
marketing fundraising agency. Porter was
named president in late 2011, in recognition
of her long-time leadership at Avalon.
Rawitt is a professional fundraiser, former
publishing executive and full-time volunteer. At present, she directs a volunteer program at
Mount Sinai Hospital, and serves on
the Board of Directors of Birch Family
Services, which provides schools, residences,
teacher-training, and resources for children
and adults with special needs.
Nancy Raybin
The former managing partner of Raybin
Associates, Raybin is a Principal with Marts
& Lundy, a full service consulting firm which
acquired Raybin Associates this year. Her
skills in strategic planning, governance,
management and all areas of fundraising
have helped hundreds of clients in various
sectors including arts & culture, education,
religion, human services, and the environment.
Tricia Reyes
Reyes is the Associate Director of Mid-Level
Fundraising at Consumer Reports where she is
responsible for raising $6 million annually via
direct mail and multi-channel marketing
strategies and for building a robust online
program. She also works closely with Major
Gifts on upgrading and cultivating donors.
Reyes serves as Board Member for Direct
Marketing Fundraising Association.
Lisa Robb
Robb joined NYSCA after a long career as an
executive in arts organizations, including
Bronx Museum of the Arts and The Friends of
Photography. Most recently she served for 11
years as Director of the Pelham Art Center, a
community art center in Westchester County
NY. While there, the organization launched
a web site; expanded public participation;
developed dozens of program partnerships;
and completed a facility renovation.
Sandra Roberts
Sandy Roberts has twenty-five years of
experience as senior manager and frontline
fundraiser. Sandy is the Senior Associate
Director for Major Gifts, External Relations,
and Development at the Columbia Business
School. Prior to the Business School, Sandy
has held leadership positions at Columbia
(Arts & Sciences), Princeton and Duke. She
holds a B.A and an M. Ed. from Converse
College and a M. Div. from Duke University.
William D. Samers
Samers is Vice President of Planned Giving
and Endowments at UJA-Federation of
New York and is past president of the
Philanthropic Planning Group of Greater
New York. Samers has presented at the AFP
International Conference and at Planned
Giving Councils throughout the country. Allison Searson
Searson is Deputy Director, Annual Fund
Programs for Columbia University, where she
has been for just over ten years. Annual giving
has been Allison’s focus for the past 7 years
and she understands the importance of a
solid annual giving program. Her office
currently helps to execute direct mail, e-mail,
and phone solicitations for over a dozen
schools at Columbia.
Brenna Sheenan Mayer
Mayer came to CNR in June 1990 as Vice
President for College Advancement. She’s
also worked for the United Fund, the United
Way of Tri-State and the United Way of NYC.
She’s active in CASE (Council for
Advancement and Support of Education), the
New York Women’s Agenda, the Junior League
of Bronxville, and Women in Development,
New York.
development director for The American
Cancer Society and The Avon Foundation
to help organizations achieve more from
their development programs.
Stacy B. Sulman, J.D.
Sulman is the Vice President for Family
Philanthropy and Legal Affairs for the
American Committee for the Weizmann
Institute of Science. In that capacity, she
works closely with donors, their families,
their foundations, and their professional
advisors to develop strategic gifts. Sulman
currently teaches Planned Giving at New
York University’s Heyman School for
Philanthropy and Fundraising.
Amy Tripi
Jean Simmons
Simmons is the Director of Annual Giving at
Catholic Relief Services. Jean and her staff
of 19 generate over $60 million in annual
revenue through direct mail, telemarketing,
online fundraising and personal solicitation.
Jean directs new marketing initiatives while
refining the fundamental programs of the
CRS Annual Giving Fundraising strategy.
As President of Tripi Consulting, Amy Tripi has
been helping non-profits raise funds for
nearly 25 years. Tripi wrote her first direct
mail piece while serving as a Peace Corps
volunteer in Honduras, and since then has
dedicated her professional life to direct
marketing fundraising, working with many
international, national, and local non-profits.
Connie Verducci
Lori D. Singer
Singer joined The New School’s Development
Office in 1998. She develops strategies and
executes fund-raising events resulting in
annual revenue of $5 million, creates
cultivation opportunities, and collaborates
with board leadership to implement diverse
initiatives. Singer has managed national
companies and overseen Alumni Relations
at The New School, and holds a M.S. in
Nonprofit Management.
Julie Ziff Sint
Julie Ziff Sint, Senior Account Executive at
SankyNet, specializes in nonprofit website
development, online fundraising strategy, and
integrated campaign management. She has
over a decade of experience in the nonprofit
sector, where her work has spanned online
marketing as well as bridge & major gifts
fundraising, communications & marketing,
events, and media relations.
Kelley Stewart
As Vice President, Partner Solutions for
Pursuant Ketchum, Stewart applies her
decade of strategic planning and fundraising
experience to help organizations work
smarter, not harder. Using data driven
optimization and innovation strategies,
Stewart pulls from her experience as a
Connie Verducci is the New York City Market
Manager for Bank of America. In that capacity,
Verducci has a leading role in deploying Bank
of America’s marketing, sponsorship and
philanthropic resources, as well as in delivering
the enterprise nonprofit strategy across this
region. Verducci is also responsible for
community relations.
Kyung B. Yoon
Yoon is Executive Director and Co-Founder of
the Korean American Community Foundation,
which provides grants and assistance to
organizations that address the most pressing
needs of New York’s Korean and Asian
American communities. She co-chairs the New
York chapter of Asian American & Pacific
Islanders in Philanthropy and the CEO
Roundtable program of Philanthropy New York.
Brad Zervas
Zervas is an award-winning leader, educator,
activist and youth advocate. Currently
Executive Director of Boys Hope Girls Hope
of New York, he is a former teacher and
previously served as Executive Director of the
Boys’ Club of New York. In 2009 he launched
The Ascension Project, a platform of
advocacy for at-risk boys and young men.
33
Join AFP Today at Booth #412
or at the Information Table
on Each Conference Floor!
NEW!
Young Professional Membership – $75
Open to persons who hold some degree of responsibility directly for fundraising, work within
the U.S. and Canada and are compensated for their services, and are 30 years old or younger.
NEW!
Small Organizational Membership – $150
Open to nonprofit organizations who can answer yes to all the following criteria:
• An operating budget of less than $1,000,000
• A fundraising department with less than two (2) Full time equivalent (FTE) staff
• Individually incorporated or otherwise organized as a separate entity in the laws
of the specific country; and
• Not affiliated with a larger institution supporting their operations.
The organization will designate one fundraising professional to receive the benefits offered in this
membership category. The membership may be transferred to another individual if the original
member leaves the organization.
Professional Membership – $250 plus chapter dues
Full membership in the Association shall be open to individuals (a) who, among other
responsibilities, hold some degree of accountability for income-generation within the
fundraising process; (b) who must hold some degree of responsibility directly for fundraising;
(c) who are compensated for their services; and (d) who subscribe to the AFP Code of
Ethical Principles and Standards and promote the Donor Bill of Rights.
Business Membership
Allows for-profit businesses involved with or supporting ethical and effective Fundraising to join AFP.
Go to www.nycafp.org or call 212.582.8565 for details and to
learn more about our other membership categories including:
• Retired
• Collegiate
• Large Organizations
• Global
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Trust Your
Gala Event to
the Experts!
Contact Meredith Barsky
212.336.6060
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Association of
The Greater New York and New Jersey Chapters
present
The Fourth Annual AFP NY/NJ
Summit on Philanthropy
sponsored by
The Impact of Government and Politics
on the Charitable World
Moderator: Suzanne Perry, Senior Editor, The Chronicle of Philanthropy.
Panelists include Ed Henry, President/CEO, Doris Duke Charitable Foundation
and Chris Daggett, President/CEO, Geraldine R. Dodge Foundation
Tuesday, October 2, 2012
8:30 a.m. - 1:00 p.m.
New Jersey Performing Arts Center (NJPAC), Newark
Thank you to our Media Sponsor:
For more information: 732.279.4258
53
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NOTES
55
FRDNY AT A GLANCE
TRACKS
Advanced Fundraising Techniques
7th Floor Soho Complex
Corporate/Foundation
5th Floor Juilliard
Direct Response Marketing 6th Floor Shubert
Fundamentals
4th Floor O’Neill
Major Gifts
7th Floor Empire
Research
7th Floor Duffy/Columbia
4th Floor Odets
Special Events
4th Floor Ziegfield
Web, Tech, Social Media
6th Floor Majestic
Workshops
4th Floor Gilbert
JOINT SESSIONS
Why The Wealthy Give
7th Floor Empire
From 2008-2012 Obama Campaign
6th Floor Majestic
SPECIAL LOCATIONS
56
AFP Bookstore
5th Floor SolutionsCenter
Conference Tote Bag Pick-up
5th Floor Lobby
SolutionsCenter
5th Floor Westside Ballroom
Career Mentoring 5th Floor SolutionsCenter
Luncheon
6th Floor Broadway Ballroom
Registration
6th Floor Lobby
SolutionsCenter FLOOR PLAN
57
FLOOR PLANS
4TH FLOOR
4
3
1.FUNDAMENTALS
2. SPECIAL EVENTS
3. WORKSHOPS
4. SMALL BUDGET ORGANIZATIONS
1
2
5TH FLOOR
1. CORPORATE/FOUNDATION
2. AFP BOOKSTORE
3. SolutionsCenter
4. CONFERENCE TOTE BAG PICK-UP
5. CAREER MENTORING
5
4
2 3
1
6TH FLOOR
2
2
2
2
1
1
1. DIRECT RESPONSE MARKETING
2. WEB, TECH, SOCIAL MEDIA
3. LUNCHEON
4.REGISTRATION
3
1
1
4
Career Mentoring is in the 5th Floor SolutionsCenter
58
7TH FLOOR
1
3
1. ADVANCED FUNDRAISING
2. MAJOR GIFTS
3. RESEARCH
2
Raffle Prizes to be Given Away by Exhibitors
Advanced Solutions International – 407
Two $50 Amazon Gift Cards
Geiger – 404
Travel chair and golf bag
AFP International – 410
Three memberships
iWave Information Systems – 105 Acer Aspire One D270-1044 Netbook
Wine Kit
Avectra – 113
iPad3 with 3G and 16GB of memory
The Graduate School at Bay Path College – 204 Kindle Fire
BidPal, Inc. – 307
iPod Touch
BiG Productions – 110
Promotional Film for your organization
Blackbaud – 403
Wii Game System
The Chronicle of Philanthropy – 100
iPad3 with Wi-Fi and 64GB memory
DMJ Digital – 305
Apple TV Hub
DonorDrive by Global Cloud –117 iPad3 with Wi-Fi and 64GB memory
The J Media Group – 216 2 Kindle Fire tablets
Lester, Inc. – 212 $100 gift certificate to restaurant of winner’s choice
PLANiTCiTY – 203
Certificates for $100 toward any purchase
Quality Letter – 400
3 Prizes: each $100 for the individual and $ 1000 grant
for their organization towards a multi-channel
fundraising program
Staffing Boutique – 506 iPad
Susan Ulin Associates – 8 Certificates for discounts on their services
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fundraising day in new york 2012

Transcription

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