Emerging Philanthropy Conference 2012 - Handouts
Presented by:
Keynote Session - Investing your Time for Better Results
Simone P. Joyaux, ACFRE
and Tom Ahern, Author
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21 Ideas for Nurturing Relationships
by Simone Joyaux, ACFRE
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AAARRGGGHHH! I'll Never Get Everything Done.
by Emily Fisher, CFRE
Executive Director, WVNCC Foundation
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A Brand New You! Leveraging Branding for Nonprofits
by Helene Conway-Long, MBA, CFRE
Vice President of Institutional Advancement
The Children's Institute of Pittsburgh
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Beyond Logos and Table Sales: Sponsorship Strategies for Genuine Partnerships
by Abigayle Tobia, CFRE
Principal Consultant, Innovative Development and Management Services
and Pat Hargest, CFRE
Director of Development, Imani Christian Academy
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Cultivating Bequests: Still the Greatest ROI
by Karl J. Ohrman, CLU
President, Coordinated Financial Services
and Elise Roby Yanders, CFP, CIMA
Vice President Wealth Management, Merrill Lynch
and Marc Field
Executive Director, First Tee Pittsburgh
and Jim Sismour
Charitable Relationship Manager, Planned Giving, University of Pittsburgh
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How to Manage Social Media without Losing Your Mind
by Cindy Leonard
Technology Services Manager, Bayer Center for NonProfit Management
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Individual Giving (Where the future lies)
by Dee Jay Oshry
Consultant in Fundraising
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Legacy Giving Building Blocks - a simple approach to attracting long-term support
by Caleb Rick
CEO & Founder, Legacy Giving
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Making Planned Giving and Major Gifts Work When They Are Not Your Job
by Karen Petrucelli
President, KP Consulting
and Brian Sheetz
President, United Methodist Foundation
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MERGERS: More than Partners: Parts 1 & 2
by Diana Bucco, President, The Forbes Fund
and Jessica A. Ellel, Houston Harbaugh, PC
and Susan Navish, Community Living and Support Services
and Cynthia Oliver, The Good Grief Center
and Carol Popp, Arthritis Foundation
and Dr. Terence Starz, Arthritis Foundation
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Multi-channels: what are they, how they work, and examples you could use.
by Drew Chelosky
Director of Development & Alumni Affairs, University of Pittsburgh, School of Law
and Clare Meehan
President & CEO, AlphaGraphics
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Navigating the CEO/Development Director Relationship
by Kara Rutowski, CFRE
Executive Director, The Early Learning Institute
and Bobbi Watt Geer, Ph.D.
President & CEO, United Way of Westmoreland County
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Navigating the complex charitable registration process; help for overwhelmed nonprofits
by Deborah Desjardins
Development, The Children's Institute of Pittsburgh
and Natalie Bulger
Administrative Resident, The Children's Institute of Pittsburgh
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Newsletters as Fundraising Engines
by Tom Ahern
Author
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Outsourcing To Do More With Less
by Thomas Joseph
CEO, Bookminders
and Mark Masterson
Executive Director, Northside Community Development Fund
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ROI of Talent: How Developing Board/Staff Leaders and Engaging Employees Can Build Sustainability
by Leslie Bonner
Consultant, Coach, Facilitator, Bonner Consulting
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Sustainability in Troubled Waters
by Debra Thompson
President, Strategy Solutions, Inc.
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Understanding Funding Priorites in Challenging Economic Times
by Robert Connolly, Exeuctive Director, Massey Charitable Trust
and Lauri Fink, Program Director, Hillman Foundation
and Rebecca Lucore, Executive Director, Bayer USA Foundation
and Kirk Utzinger, Executive Director, Westmoreland Community Foundation/Pittsburgh Foundation
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What it Means to be a Board Member
by Robert Fragasso, CPF, AIF
Chairman & CEO, Fragasso Financial Advisors
and Dotti Bechtol
Fiduciary Asset Business Development Officer, Fragasso Financial Advisors
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Win-Win: Planned Giving Strategies for Donors and Donees
by John R. Owen, Esq.
and Susan A. Ott, Esq.
Rhoades & Wodarczyk, LLC
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When Things Don't Go as Planned: Ethical and Legal Obligations of Fundraisers in Challenging Times
by Paul Homick, Director of Major Gifts, Carnegie Mellon University
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Your Donor's Financial Advisor: Friend or Foe?
by Deborah Miller, JD '87, '90
Director of Planned Giving, WVU Foundation, Inc.
and Vic Conrad, CFP(R), ChFC, AIF (R)
Financial Advisor, PINNACLE Financial Strategies
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