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Philanthropy Day on Cape CodNovember 12, 2014

CHANGE. PROGRESS. CONNECT.

PREMIER UNDERWRITER: COMMUNITY UNDERWRITER:

EDWARD BANGS KELLEYAND

ELZA KELLEY FOUNDATION, INC.

TECHNOLOGY UNDERWRITERS:LUNCH UNDERWRITERS:

8:30 – 10:00 am

Youth Session: Pass It On...Youth Making a Difference In Our Community Why do we volunteer? How do we choose to whom to give of our time? This special session is open to high school students, their families and school liaisons. An interactive, moderated format will explore volunteerism and youth, and help attendees to select opportunities that align with passions and interests while paying it forward for a win-win scenario. Youth leader panelists of The Cultural Center of Cape Cod will engage the group with an overview of the “Plain Talk” program that promotes communication with Cape Cod youth in order to help community leaders understand youth concerns. An introduction to the process of developing grant proposals within the nonprofit arena will also be covered.Moderated by: Diane E. Salomone, V.P. US Trust and Sue Daggett, Development Director at Cape Cod Child DevelopmentPanelists: Lisa McNeill, President of Cape Cod Volunteers; Siobhan Henshaw and Zoe Wolf, Co-Directors of “Plain Talk” at The Cultural Center of Cape Cod; Kerry Bickford, Extension Educator, Cape Cod Cooperative Extension and Operation Military Kids; and Dara Bryan, Program Officer for The Cape Cod Foundation

8:30 – 10:00 am

Conference Keynote:Change, Progress, Connect in 2015 & BeyondSpeaker: Marc A. Pitman of fundraisingcoach.comIn a relatively flat economy, how can nonprofits on the Cape and Islands remain relevant while being nimble enough to plan for inevitable changes and growth? It’s a tall order! In the opening keynote, acclaimed international fundraising trainer, leadership coach and author Marc A. Pitman will share national trends and regional applications that will help your organization to progress. Learn how to change and still fund your mission without turning off existing donors as you take strategic steps that attract and connect you to new support. It all requires a thoughtful strategy and some discipline from staff and volunteers. You will leave with a practical action plan and the inspiration to implement from this charismatic New England-based fundraising guru.

7:45 am Registration & Continental Breakfast – Meet the Exhibitors

10:00 – 10:30 am

Break – Meet the Exhibitors

10:30 – 11:45 am

Youth Session Two: Raising a Philanthropist/Next Generation Those of us who are operating in the world of philanthropy are often asked: How do I teach my children to become philanthropic? And how old do they have to be to start? The answer is simple: You can start with children as soon as they begin to connect with the world around them. This panel will share their stories and provide tips and support on how to develop the frame of mind to give and volunteer to those in need.Moderated by: Lisa McNeill, President of Cape Cod VolunteersPanelists: Philanthropist/Volunteer Maggie Van Sciver and her daughter Hannah; Kerry Bickford, Extension Educator at the Cape Cod Cooperative Extension and Operation Military Kids, and her granddaughter Kaileigh, recipient of the JFK Presidential Library’s Make A Difference Award™

10:30 – 11:45 am

The Changing Faces of Membership If you have a member-driven organization or you are thinking about moving in that direction, cultivating and stewarding a growing and ever-changing membership is absolutely essential for your fundraising program. Hear from four knowledgeable professionals on how they cultivate healthy relationships with their members, transition first-time donors to longtime members and attract new members to their organizations.Moderator: Jeffry George, Executive Director, Wellfleet Harbor Actors TheaterPanelists: Robert F. Dwyer, President & Executive Director, Cape Cod Museum of Natural History; Laura Curry, Information Services Director, Association to Preserve Cape Cod; Jennifer Kent, Director of Development, Heritage Museums and Gardens

10:30 – 11:45 am

The Marriage of Marketing & FundraisingPeople will not invest in what they don’t know or understand. It is the job of nonprofits to educate their constituents on the need for their services or product, whether for the here and now or for the future. Progressive and innovative marketing goes hand in hand in leading prospective donors and volunteers down the path to engagement and investment in your organization or cause. Attendees in this session will explore effective marketing and branding strategies that successfully connect and resonate with donors. Session attendees are encouraged to bring marketing collateral examples for group discussion.Speaker: Clare Healy Foley, Director of Development & External Affairs, Community Nurse & Hospice Care

PLENARY UNDERWRITER:

www.capecodgiving.org

MEDIA SPONSORS:DIRECT MAIL SPONSOR:

10:30 – 11:45 am

Succession Planning for your Board and CEO The sheer nature of change can be chaotic. We have all seen it in our organizations when leadership has transitioned without a plan. But it doesn’t have to be that way. Change can and should be strategic, calculated and seamless. In this session you will learn about best practices in succession planning including analysis, candidate development and transitioning and onboarding—all with a proactive approach. Bring succession planning out from the shadows and on to your organization’s pathway to growth. Hear case studies of what has worked well and what has not. Panelists: Charley Polachi, Board Member, Nantucket Dreamland Foundation; Kevin Howard, President & CEO, Arts Foundation of Cape Cod; Barbara Milligan, President & CEO, Cape & Islands United Way; Dick Rand, Board Member, Cape Cod Community College Educational Foundation

10:30 – 11:45 am

The Ins and Outs of Planned Giving in a Small Shop Have you thought about starting a planned giving program, but don’t know where to start? Or do you have a program on paper, but you aren’t having the discussions you need to initiate with your donors to promote the concept? Not sure what to do next to execute with success? These are common scenarios for nonprofits with a small staff juggling many hats.

In this session, take a pause—and a deep breath—and learn how to make a planned giving program real and measured for your organization. Understand how to leverage outside help and counsel to understand the ins and outs of planned gifts and what gift vehicles are easier to accept and manage, especially in a small shop. Real-life examples will be shared—from good to bad, to seamless and problematic. In the end, education is the name of the game—for you, your staff and your longtime donors who want to have a lasting impact and legacy. You just haven’t made them realize it yet.Speakers: Christopher J. Ward, Partner, Trusts and Estates, La Tanzi, Spaulding & Landreth, P.C.; PJ Richardson, Chief Financial Development Officer, YMCA Cape Cod

2:00 – 3:15 pm

Donor Retention: Current Rates are Plummeting! What Every Fundraiser Can Do to Reverse the Trend!This session explores the latest Fundraising Effectiveness Project report commissioned by AFP and the Urban Project. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising. Learn what can be done about retaining your donors and building donor loyalty based on the principles of Dr. Adrian Sargeant, a world renowned authority on building donor retention and donor loyalty. Dr. Sargeant’s principles are based upon years of research and can be used by any organization whether it has a one-person shop or a large development department. Walk away with examples of Dr. Sargeant’s principles in action using various technology tools. The results can be astounding when put into daily use. Speaker: Wayne Robbins, Vice President of Sales, Bloomerang

Noon Philanthropy Day Awards & Luncheon

2:00 – 3:15 pm

Careers in Development We so often hear how many of us “fall” into development. “Planning Your Development Career” will provide insight from a fundraising professional and search consultant on how to have a career with intention. Discussion points include: what skills and qualities are most sought after, do you need CFRE certification or an MBA, how to work most effectively with a search firm, some do’s and don’ts of job hunting, differences between jobs in the arts, healthcare, human service or education, and how one should present his or her skills and credentials to prospective employers.

Even if you are happily employed, hear first-hand advice from an experienced fundraising professional on which qualities and skills organizations value in their staff, how to apply these toward your own experience, and what steps to take towards a development career with purpose.Speaker: Tracy Marshall, Vice President of Executive Search Services, Development Guild/DDI

2:00 – 3:15 pm

Nonprofit Storytelling in a Digital WorldStorytelling is a powerful marketing strategy and an effective way to engage audiences on social media platforms. So why are most nonprofits so bad at storytelling? For-profit brands and businesses are getting their stories out there – stories about their origins, their values, their customers, but nonprofits perhaps lack the time, expertise or believe they cannot afford the cost.

This interactive workshop will detail key steps nonprofits can take to craft compelling stories using cost-effective digital tools like social media, blogs and no frills video. Participants will learn why storytelling is so vital to a successful nonprofit marketing and fundraising strategy, and how they can use their organization’s unique stories to grow support and connect with stakeholders and advocate on behalf of clients and causes.Speaker: Julia Campbell, J Campbell Social Marketing

2:00 – 3:15 pm

Navigating the Changing Tides in Grant WritingOver the past several years, changes within the external environment of the nonprofit sector have impacted resource development strategies for organizations. This session will focus on the resource allocation process of grant writing and will examine how the external shifts have altered this vital development activity. The session will provide information, ideas, and helpful hints on how to navigate these changes to promote promising requests for support. Speaker: Jodie Drapal Koretski, BS, MPA, ABD, Director, Massachusetts Certified Public Managers Program, Visiting Lecturer at Bridgewater State University, and Director of Development of Chorus of Westerly

PRINT SPONSOR:

www.capecodgiving.org

3:30 – 4:45 pm

The Beginner’s Guide to Building Donor Relationships The nature of philanthropic giving may be changing, but the fundamentals remain the same. It’s all about building relationships. Moves management is the process of managing those relationships in strategic ways, to the benefit of an organization and its donors. Regardless of an organization’s size, a thoughtful moves management plan often results in stronger relationships and greater giving. In this working roundtable session, you will learn about the five steps in moves management, and how to implement them by participating in group exercises and discussion. Facilitator: Jayne Iafrate, Interim Chief Development Officer, Woods Hole Oceanographic Institution

3:30 – 4:45 pm

The Fundraising Checkup: Smart Analysis for Fundraising Planning Too many fund development plans are created in a vacuum. In this workshop, you’ll be introduced to a holistic, organizational approach to analyzing your fund development program. You’ll learn when to conduct a fund development check-up; how to analyze the assets, opportunities, missing pieces and real threats to your fundraising through your fundraiser’s eyes; how to find benchmarking data; how to use interviews to support your observations and know what data is essential for planning purposes. Most importantly, you’ll learn how to use the check-up to shape your fund development program moving forward. Speaker: Gayle L. Gifford, ACFRE, Cause & Effect, Inc.

3:30 – 4:45 pm

Collaboration: Beyond the BuzzCollaboration is such a buzz word. In a community with over 700 nonprofits, the ability to work together to leverage resources and maximize impact is essential to attracting funding, staying competitive, and ensuring sustainability. Nonprofits know they should be doing it, and every funder wants them to, but do we all agree on what it means, and how to do it? This session will bring in perspective from funders on what collaboration means to them, and explore the audience members’ definitions of collaboration. A panel of three different successful collaborating partnerships/organizations will help to examine common questions and best practices toward affecting change, progress and greater connectivity. Moderator: Kristin O’Malley, Executive Director, The Cape Cod FoundationPanelists: QuARTet: Lauren Wolk, Associate Director, Cultural Center of Cape Cod andDavid Kuehn, Executive Director, Cotuit Center for the Arts; Cape Cod Fisheries Trust:Jay Coburn, Executive Director, Community Development Partnership and John Pappalardo, Executive Director, Cape Cod Commercial Fishermen’s Alliance; “Keep them Coming” Truancy Reduction Program: Carol Woodbury, Superintendent, Dennis-Yarmouth Regional School District and Kathy Quatromoni, Director of Community Programs, Cape & Islands District Attorney’s Office

3:15 – 3:30 pm Break

3:30 – 4:45 pm

Social Marketing Successes: Leveraging Social Media for Your Next Fundraising EventUsing Facebook to tell your internet neighborhood about your organization is a great place to start, but you can do so much more with Social Media (SM) to promote your events and create community. Leverage free or inexpensive tools and increase your bottom line by learning:

• How to regularly engage your SM Community.

• How to use Social Media before, during and after an event.

• How local nonprofits and businesses are successfully using SM.

• How to link to other businesses for your event.

• Other tips, tricks and best practices.Moderator: Alecia Jean Orsini Lebeda, Co-Founder of Good Natured Dog Productions and WCAI Host, Traffic Coordinator and Social Media Manager Panelists: Beth Colt, Owner of the Woods Hole Inn and Quicks Hole Tavern & Taqueria; Lindsay Scouras, Communications Coordinator, Nantucket Historical Association

Cocktail Reception and Drawing for a Special Getaway Prize to Nantucket!4:45 – 6:00 pm

Become a Member of PPCI today!Join now and immediately take advantage of the reduced membership fee for Philanthropy Day!

Membership Benefits include:• Quarterly Luncheons featuring guest speakers on topics relevant to members, including non-profit administration, fundraising, social networks, and special events, to name just a few. Free to Members!• Special Workshops covering topics of interest to new and seasoned development staff, board members and non-profit volunteers. PPCI members receive discounted admission.• Annual Philanthropy Day Conference – a full day of speakers knowledgeable on a multitude of topics, extended networking opportunities, and a luncheon featuring philanthropic award presentations. PPCI members receive discounted admission to this event.• Membership includes being associated with other members who share your interest and knowledge of philanthropy, offering networking and collaborating opportunities throughout the area.

One full year of membership with PPCI is $80

COCKTAIL RECEPTION UNDERWRITERS:

Estate Planning Council of Cape Cod

2013 Award Winners

Philanthropy Partners of the Cape and Islands celebrates the dedication and generosity of those with evidence of philanthropic support for the nonprofit organizations on Cape Cod and the Islands. Awards will be presented during the luncheon at the 18th Annual Philanthropy Day on Cape Cod this year. Nominate individuals or organizations no later than October 1st! Outstanding Philanthropist Award Criteria: Presented to an individual or family with a proven record of exceptional generosity and demonstrated outstanding civic and charitable responsibility and whose generosity encourages others to take philanthropic leadership roles in the local community. Outstanding Volunteer Award Criteria: Presented to a volunteer who demonstrates exceptional leadership skills and has demonstrated outstanding philanthropic commitment through fundraising efforts and/or coordinating community involvement to benefit Cape Cod and the Islands. Outstanding Business/Organization AwardCriteria: Presented to a business/organization demonstrating outstanding commitment through financial support and through encouragement and motivation of others to take leadership roles toward philanthropy and community involvement in response to local needs. Outstanding Youth/Youth OrganizationCriteria: Presented to a youth or youth organization that has demonstrated outstanding philanthropic commitment through fundraising efforts and/or coordinating community involvement to benefit Cape Cod and the Islands.

Individuals and organizations are encouraged to collaborate in submitting nominations for Outstanding Awardees from the above categories. CommitteePhilanthropy Day on Cape Cod requires extensive year-round planning by a dedicated group of volunteers! PPCI celebrates and salutes the team and respective employers.

Nominate Today!Submit online at: capecodphilanthropy.org/philanthropy-day/awards/nominations/

2014 Philanthropy Day on Cape Cod Committee Co-Chairs:Gerry Desautels, CFRE, Latham Centers, Inc.Sarah Tribuzio, WCAI, The Cape & Islands NPR Station Committee Members:Trudy Avery, Caron Treatment CentersErich Briggs, Butcher & Briggs, LLC, Fundraising CounselWendy Cullinan, Habitat for HumanityJennifer Cummings, Cotuit Center for the ArtsSue Daggett, Cape Cod Child DevelopmentPauline Greenberg Neves, HopeHealthBea Gremlich, Cape Cod Healthcare Foundation

Ann Kanaga, Gloriae Dei ArtesGeoff Lenk, Lenk/Ladner Investment SolutionsSusan Loucks, Neighborhood FalmouthJean McCutcheon, Cape Cod AcademyKathy McNamara, Cape Cod Community College Educational FoundationLynn Mason-Small, Rogers & Gray Insurance and Charitable FoundationChristiane Perry, Perry ConsultingRose Resnik, Rose Resnik and AssociatesDiane Salomone, US Trust Bank of AmericaJulie Wake, Housing Assistance CorporationMaura White, Administrative Assistant, Philanthropy Partners of the Cape and Islands

Each year at Philanthropy Day, the Philanthropy Partners of the Cape and Islands recognizes four individuals, businesses and/or organizations for the works they have done to support the nonprofit community and philanthropy on Cape Cod, and/or the Islands.

We thank the community for the outstanding nominations and celebrate the 2013 winners!

Outstanding Youth Award: James “Jake” Barry

Outstanding Philanthropist Award: David and Melissa McGraw Outstanding Business Award: Cape Associates

Outstanding Volunteer Award: Ann Williams

Wednesday, November 12, 20148:00 am - 5:00 pmResort & Conference Center at Hyannis

Early Bird Registration through Friday, October 17!Increased rates after October 17.

Expiration Date Billing Zip Code

If you cannot attend for financial reasons and are requesting a scholarship, or if you have any dietary restrictions, please contact Maura White at mwhiteppci@aol.com or call (508) 280-1822.

www.capecodgiving.org

Register online at www.capecodgiving.org or return this form (see below)

Registration Form

* Names of all table guests are required in advance. Please email mwhiteppci@aol.com or call (508) 280-1822 to submit names.

Thru10/17

After10/17

Register todayEarly Bird Registration through Friday, October 17!Register online at www.capecodgiving.org

Space is limited and this event sells out fast!

special thanks to our premier underwriter

www.capecodgiving.org

Philanthropy Day on Cape CodNow in its 18th year, Philanthropy Day on Cape Cod is organized by Philanthropy Partners of the Cape & Islands and a volunteer planning committee. Attendees are professionals in non-profit organizations of all types & sizes, including their volunteers, board members, and professional advisors such as attorneys, estate planners and others.

Registration Fee

Attendee(s): All Seminars & Events* @ $60 or @ $75 = $

PPCI/EPCCC Member(s): All Seminars & Events* @ $40 or @ $55 = $

Lunch & Awards Only (same registration fee as above required)*

PPCI Yearly Membership @ $80 = $

Registration Information

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Register and pay online or return this form & payment (checks payable) to:

PPCI, PO Box 41, Yarmouthport, MA 02675

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