Co-Presenter and Research Track Co-Chair
Association of Fundraising Professionals (AFP) Fundraising Day New York Conference
The Marriott Marquis, New York, NY
Friday, June 12, 2015
Fundraising Day New York is the premier East Coast conference on philanthropy. This one-day event takes over the Marriott Marquis in Times Square, NYC, bringing together the best and brightest nonprofit professionals from around the world to share their thoughts and advice.
The Donor Pipeline: It Starts with the Invitation List — Turning Guests into Donors
Identifying, researching and asking people to become donors is critical to the success of any non-profit. In this advanced session, you will hear from experts in the field on how they maximize research and event planning to strategically raise major gifts.
To create the ultimate guest list and add new donors to your roster through careful research
To develop pre and post event programs to cultivate major gift prospects
To engage event hosts and stakeholders to focus on the Ask
Speakers: Poonam Prasad, Founder & President, Prasad Consulting and Research; Robin Merle, Senior Vice President and Chief Development Officer, Hospital for Special Surgery, Deborah MacFarlane Antoine, President and CEO, New York Junior Tennis & Learning, Andrea Vakos, Senior Director of Development, Regional Giving, UConn Foundation
Venturing into High Tech
Whether in Silicon Valley or any of the other burgeoning high-tech scenes, venture capitalists and entrepreneurs are a critical source of wealth and philanthropy, yet, they are some of the most difficult to research and model accurately. Find out how to build a useful income model for those in the venture capital industry and how to value start-up technology companies, including understanding their own equity distributions prior to an IPO or acquisition.
To estimate a private tech company’s worth in the absence of a publicly-reported estimate
To identify key prospects for major gifts in the tech industry and how to work with them
To find resources for research on the tech industry
Speaker: Christopher Haight, Leadership Gift Officer, Cornell University
Investment Advisers: Where to Find Financial Info & How to Make Sense of It All
For hedge funds and private equity firms, where’s the best detailed, reliable and relevant information? What’s misleading and what really affects individual income? Using the SEC’s Form ADV, Clarke will chart professionals at one firm to demonstrate what’s important at any firm. (Very advanced. Complicated information unpacked as usable research guide.)
To navigate the SEC Form ADV for investment advisers
To understand the organizational structures at most hedge funds, private equity and venture capital firms
To understand compensation structures, practices and ranges for most investment advisers
Speaker:Roslyn Clarke, Assistant Director, Research, Harvard University
Why the Wealthy Give
Underscored by articles in The Chronicle of Philanthropy and the U.S. Trust Study of High-Net-Worth Philanthropy, there have been significant shifts in giving behaviors, strategies and priorities among the country’s wealthiest philanthropists. In this session we will explore what motivates the wealthy to give; from the deeply personal to metrics. And what motivates them to stop giving; from donor fatigue to lack of impact. Insights from our panel of experts on philanthropy, and invited philanthropists, will provide a unique perspective that cannot be missed.
How to market your organization’s mission to major philanthropists
What you can do to keep philanthropists involved
How wealthy donors monitor and evaluate the impact of their charitable giving
Speakers: Glen Macdonald, Chairman, Advisory Board, Wealth & Giving Forum; Stacy Palmer, Editor, The Chronicle of Philanthropy
Joint with Advanced Fundraising, Major Gifts tracks