Workshops & Events 2018
Nonprofit Management Program Faculty
Prospect Research: Fundraising Techniques & Technologies
Columbia University School of Professional Studies
New York, NY
Tuesdays, September 4 to December 10, 2018
6:10pm – 8:00pm
This course teaches students the practical skills needed to develop and utilize research for fundraising efforts. It introduces students to assorted research tools and teaches them to develop targeted research strategies. Within an ethical context, they learn how to obtain information on donors and other funding sources. The course also covers how to summarize research findings and how to use research for enhanced written communications.
Click here to learn more about this program
Charities Regulation on the International Front: Emerging Issues in Globalization
Thursday, November 15, 2018
5:30 pm – 6:45 pm Networking Reception - Refreshments and light hors d'oeuvres will be provided
Attendees are asked to be seated by 6:45 pm.
7:00 pm Presentation
Faculty House, Skyline Room
64 Morningside Drive
New York, NY 10027
Regulation and enforcement in the charitable sector are increasingly global in scope. Whether addressing cross-border charitable solicitation, oversight issues within religiously based organizations, terrorism concerns, money laundering, or the burgeoning technological platforms that enable new and expanded reach for these activities internationally, charities regulators are on the front lines of some of the most cutting-edge international legal issues. Join us for a deep-dive discussion with our panel of experts discussing the new globalized context of charities regulation.
James G. Sheehan
Chief, Charities Bureau
New York State Attorney General's Office
Ruth M. Madrigal
Partner, Steptoe & Johnson LLP
Former Attorney-Advisor, Office of Tax Policy
Department of the Treasury
Marcus S. Owens
Partner, Loeb & Loeb
Former Director, Exempt Organizations Division of the Internal Revenue Service
Director of Policy and Communications
Charity Commission for England and Wales
Director General, Charities Directorate
Canada Revenue Agency
Cindy M. Lott, Esq.
Academic Director, Nonprofit Management Programs and Senior Lecturer
The Tax Cuts & Jobs Act: Nonprofits and Funders Respond
The Future of Philanthropy: Thriving in a World of Change
Foundation Center Northeast 32 Old Slip 24th Floor
New York, NY
Thursday November 8, 2018
10:00 – 11:15am EDT
This session is part of our full-day convening: The Future of Philanthropy: Thriving in a World of Change. To check out the full agenda, click here.
The Tax Cuts and Jobs Act became public law at the end of 2017. Much speculation and uncertainty has surrounded the legislation’s implications for the nonprofit sector, and the Independent Sector has already reported a drop in giving in the first and second quarters of 2018. How might the law affect organizations’ operations, giving, employee benefit programs, financial processes, and overall sustainability in the near future, as well as further down the road? And for fundraising in particular, how can organizations ascertain which revenue streams to lean on and which ones are likely to become less reliable?
In this discussion, our panelists will explore the ways in which the tax bill has already begun affecting the sector, and the extent to which it will be impacted going forward. In addition to looking at the specific ways in which the law affects organizations, their donors, and the communities they serve, this session will look at how nonprofits are pivoting the ways in which they operate in order to remain effective and sustainable, how funders can potentially respond to the challenges confronting organizations in the midst of this legislation, and the way in which resourcefulness and an organization’s commitment to its mission can serve as its source of strength in challenging times.
Doug Bauer, Executive Director
The Clark Foundation
Meaghan Brown, Senior Vice President & Chief Development Officer
United Way of New York City
Jennifer Ching, Executive Director
North Star Fund
Ethan Kahn, CPA, Partner
Poonam Prasad, Board Member
Association of Fundraising Professionals, New York City Chapter
Board Member, Giving Institute
Sharon Stapel, President
Nonprofit Coordinating Committee of New York
Want to learn more? Click through to the Recording of the Panel Discussion at The Foundation Center The Future of Philanthropy: Thriving in a World of Change. Check out the Morning and Afternoon session live-streamed recordings.
Future Proofing Your Business
Navigating the Future of Philanthropy, The Giving Institute Summer Symposium
The Giving Institute
Charleston, South Carolina
Saturday, July 14, 2018
9:15 – 10:30am EDT
As a business leader, you need to work ON your business by making strategic choices, not just IN it. Future-proofing your business entails the never-ending process of continuous improvement, based on long term thinking and fueled by an appetite to be a learning organization. While it is exhausting and sometimes feel like you need a crystal ball, the reward is a nimbler, more resilient business that will stand the test of time. Giving Institute members will share their tactics for shoring up their businesses against the tides of fate.
Kate Roosevelt, Executive Vice President Campbell & Company
Aly Sterling, President, Aly Sterling Philanthropy
Poonam Prasad, President, Prasad Consulting
Fundraising Day in New York (FRDNY) Conference
Association of Fundraising Professionals (AFP)
Marriott Marquis Times Square
The Marriott Marquis, New York, NY
Friday, June 22, 2018
8:45am – 5:00pm
Track Chairs: George Hartman and Poonam Prasad
8:45am – 10am
From Discovery to Major Donor
Discovery work can be exciting but can present some challenges. This presentation is a case study of how the principal & major gifts team at the Planned Parenthood Federation of America and the Planned Parenthood Action Fund launched an innovative, data-driven culture of discovery at their organization. Hear the challenges and learning opportunities they encountered when they embarked on changing the culture of outreach. See how the team approached discovery work by harnessing data, research, and prioritizing outreach efforts.
You'll learn to:
Navigate the successes and challenges of building and implementing a discovery program
Empower both frontline and operations team members to prioritize discovery work
Take small risks that lead to big changes and can shift conventional thinking
Megan Heister, Director, Research & Prospect Management, Planned Parenthood Federation of America & Planned Parenthood Action Fund
Jamaul Webster, Principal & Major Gifts Director, Planned Parenthood Federation of America & Planned Parenthood Action Fund
10:45am – 12am
A Tool for Data-Driven Portfolio Reviews
Portfolio reviews are essential for ensuring that gift officers can focus on the best prospects, but they can be time-consuming for analysts. To make this process more efficient, we developed an Excel tool that enables analysts to make the same (and sometimes better) recommendations in a fraction of the time.
You'll learn to:
Develop an organized, data-driven approach to portfolio reviews
Build a portfolio review tool using Excel
Lindsay A. Brown, Associate Director, Analytics, Dana-Farber Cancer Institute
2pm – 3:15pm
The Million Donor Question: How the ACLU has Identified Its Best Prospects During Times of Change
Since the 2016 election, the ACLU’s base of supporters has quadrupled to about 2 million – the greatest outpouring of support in its nearly 100-year history. In this intermediate-level session, the presenters will discuss how the organization has identified and engaged its highest-priority donors and prospects.
You'll learn to:
Create a structured approach for uncovering the highest-priority prospects among a large group of supporters
Develop and apply prospect identification and prioritization tools
Establish best practices for portfolio sizes and prospect management and qualification
Lexi Adams, Deputy Director of Leadership Gifts, American Civil Liberties Union (ACLU)
Jeff Vessels, Director of Leadership Gifts, American Civil Liberties Union (ACLU)
3:45pm – 5pm
Asia: A Continent in Perspective
In recent years, U.S. institutions increasingly received transformative gifts from Asian donors. This session will provide an overview of the vast and varied wealth landscape in East and Southeast Asia; discuss how information is discovered, evaluated, and speculated upon; and provide insights on evaluating the gift capacity of Asian prospects.
You'll learn to:
Overall wealth information and about individual fortunes in East and Southeast Asian countries
Valuable resources and tools to find Asia-related wealth information
Techniques to help you evaluate an Asian prospect's gift capacity
Linlin C. Reid, Senior Research Analyst, New York University
Giving USA 2018 Release Day
The Giving Institute
Giving USA 2018: The Annual Report on Philanthropy for the Year 2017
Tuesday, June 12, 2018
From natural disasters to social movements to tax reform, 2017 was a landmark year in charitable giving in the US. Get a fresh insight on the factors that shaped the trends in philanthropic giving in 2017 as well as:
Insight on the impact of disaster relief campaigns
The impact of tax reform on year-end giving
More in-depth look at giving to religion
Leading intelligence you need to plan and fundraise in the year ahead
The Data on Donor-Advised Funds: New Insights You Need to Know
The Giving Institute
Thursday, March 1, 2018
2:00pm – 3:30pm EST
Donor-advised funds are among today’s hottest topics with both donors and nonprofits, but until now there has been little aggregate information available about the granting side of the donor-advised fund equation. How much do donor-advised funds give to nonprofits annually? Which types of nonprofits do donor-advised funds support, and which types receive the most and the least from donor-advised fund grants? How have these trends changed over time?
Join The Giving Institute and Giving USA Foundation on Thursday, March 1, when expert panelists will discuss the new Giving USA Special Report: "The Data on Donor-Advised Funds: New Insights You Need to Know.” The Special Report fills in gaps in data and understanding about these important giving vehicles and takes a rigorous, new, in-depth look at where the money goes. During our live webcast, expect to have your most pressing questions about donor-advised funds and how to incorporate this giving vehicle into your fundraising plans answered.
Mike Geary, Attorney at Law, LLC, at Geary, Porter & Donovan, P.C.
Pam Norley, President of Fidelity Charitable
Una Osili, Professor of Economics and Associate Dean for Research and International Programs, Indiana University, Lilly Family School of Philanthropy
Dave Scullin, CEO of the Communities Foundation of Texas
W. Keith Curtis, Founder & President of The Curtis Group
Rachel Hutchisson, VP, Corporate Citizenship & Philanthropy, Blackbaud, Inc.