2018 Los Angeles Regional Workshop Presentations and Handouts
"Stewarding and Engaging Faculty and Emeriti Donors"
Loni Rocchio
View the presentation.
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About the Session
Faculty and emeriti are often among a university's most dedicated and generous donors. For example, UCLA faculty and emeriti within the College of Letters and Science has donated over $100,000,000 in endowment and current-use funding since the start of our Centennial Campaign in 2012. Despite this, development staff often find it difficult to engage with and steward faculty and emeriti donors in meaningful ways.
This workshop will discuss UCLA's successful Faculty and Emeriti Recognition Project, which seeks to: 1) acknowledge individual faculty and emeriti donors 2) share faculty and emeriti reasons for giving with their academic colleagues and students 3) encourage other faculty and emeriti to support the Centennial Campaign and 4) spread the word about the Centennial Campaign in general.
I'll also propose tips for partnering with faculty and emeriti in achieving stewardship goals in a more general sense.
About the Speaker
Loni Coleman Rocchio has been the Senior Associate Director of Stewardship at the UCLA College of Letters and Science for the past five years, where she has grown the stewardship program from a team of one to its current team of four and has piloted new programs for stewarding loyal and repeat donors, first-time donors, and faculty and emeriti donors, among others. She was an active member of UCLA's Donor Experience Committee, which set a campus-wide agenda for stewardship best practices. She previously worked as Annual Giving Manager at the Autry National Center. Loni has bachelor's degrees in Anthropology and Political Science from Indiana University and a master's degree in Museum Studies from Newcastle University, England.
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"Planning for the Long Haul: Maximizing Donor Retention with Your Annual Development Plan"
Cassie Carter
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About the Session
It’s a well-known fact among development professionals: acquiring new donors is more expensive and time-consuming than retaining existing ones. But how can development shops effectively build donor loyalty while managing a full plate of priorities? In our hands-on workshop, we will tackle this elusive question, walking through strategies for annual development planning with donor retention in mind.
From events to annual, major, and planned giving, development teams have no shortage of programs to run each year. We'll unpack how you can leverage these activities to maximize retention and move supporters up the pyramid, transforming first-time givers into lifetime donors and major gift prospects. Throughout the session, participants will have the opportunity to weigh in, ask questions, and apply learnings to their own organizations, using customizable worksheets and templates to map out their course of action. Attendees will leave the workshop with a plan in hand and concrete strategies to boost donor retention.
About the Speaker
As a Senior Consultant, Cassie Carter brings 25 years of experience in the nonprofit and higher education sectors to her work at Campbell & Company. Cassie previously held leadership positions in several academic institutions and nonprofits as they grew their fundraising programs. Most recently, she served as the Associate Vice President for Development and Director of Campaigns at Hawaii Pacific University. Prior to that, she served as the Associate Vice President for Development Operations and Director of Advancement for the College of Science and Mathematics at Cal Poly. Cassie also served as Executive Director of the Montana Outdoor Science School.
She has served as the Director of Programs for Heal the Bay in Santa Monica and promoted science education at the California Science Center and the Los Angeles County Natural History Museum. Cassie shares her passion for nonprofits, serving as a board member and volunteer for several environmental and educational organizations throughout Montana, Hawaii, and California.
Cassie holds a doctoral degree in Teaching and Learning with an emphasis on science education and public administration from the University of Southern California, as well as a bachelor’s degree in biology from California State University-Northridge.
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"Get a Seat at the Table: Using Donor Relations to Advance Principal Gift Cultivation"
Carol Wilkie and Joe Plante
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About the Session
The University of St. Thomas is a private, Catholic university located in St. Paul, Minnesota. With a total enrollment of 10,000 students, it is Minnesota's largest private university. In 2012, the university successfully closed a $515M capital campaign, and the Donor Relations team was largely charged with stewardship for the middle and lower sections of the giving pyramid. New leadership in place now has a laser focus on principal gifts and has asked Donor Relations to play an important part of that strategy. Through the lens of both a donor relations professional and a seasoned fundraiser, this session will focus on ways to restructure a Donor Relations shop so it can support high-end, highly customized stewardship and help drive a cultivation strategy.
 About the Speakers
Carol Wilkie is director of donor relations for the University of St. Thomas. She has been at the University for 15 years and has operationalized Donor Relations during her tenure. Carol firmly believes that her Donor Relations team must be nimble in order to successfully support fundraising initiatives. She’ll show how she and her team have done that in the past and how they are poised to support new principal-gift strategies going forward.
 Joe Plante is the associate vice president of principal and leadership gifts at the University of St. Thomas. Joe is a graduate of St. Thomas and has worked for the university for over 30 years – starting first in Alumni Relations, then Major Gifts and now Principal Gifts. An expert at both the science and the art of fundraising, Joe will present how the most successful principal-gift strategy is best supported by a strong donor relations partnership from the start.
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2018 Los Angeles Regional Workshop Speakers and Topics
"Stewarding and Engaging Faculty and Emeriti Donors"
Loni Rocchio
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About the Session
Faculty and emeriti are often among a university's most dedicated and generous donors. For example, UCLA faculty and emeriti within the College of Letters and Science has donated over $100,000,000 in endowment and current-use funding since the start of our Centennial Campaign in 2012. Despite this, development staff often find it difficult to engage with and steward faculty and emeriti donors in meaningful ways.
This workshop will discuss UCLA's successful Faculty and Emeriti Recognition Project, which seeks to: 1) acknowledge individual faculty and emeriti donors 2) share faculty and emeriti reasons for giving with their academic colleagues and students 3) encourage other faculty and emeriti to support the Centennial Campaign and 4) spread the word about the Centennial Campaign in general.
I'll also propose tips for partnering with faculty and emeriti in achieving stewardship goals in a more general sense.
About the Speaker
Loni Coleman Rocchio has been the Senior Associate Director of Stewardship at the UCLA College of Letters and Science for the past five years, where she has grown the stewardship program from a team of one to its current team of four and has piloted new programs for stewarding loyal and repeat donors, first-time donors, and faculty and emeriti donors, among others. She was an active member of UCLA's Donor Experience Committee, which set a campus-wide agenda for stewardship best practices. She previously worked as Annual Giving Manager at the Autry National Center. Loni has bachelor's degrees in Anthropology and Political Science from Indiana University and a master's degree in Museum Studies from Newcastle University, England.
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"Planning for the Long Haul: Maximizing Donor Retention with Your Annual Development Plan"
Cassie Carter
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|
About the Session
It’s a well-known fact among development professionals: acquiring new donors is more expensive and time-consuming than retaining existing ones. But how can development shops effectively build donor loyalty while managing a full plate of priorities? In our hands-on workshop, we will tackle this elusive question, walking through strategies for annual development planning with donor retention in mind.
From events to annual, major, and planned giving, development teams have no shortage of programs to run each year. We'll unpack how you can leverage these activities to maximize retention and move supporters up the pyramid, transforming first-time givers into lifetime donors and major gift prospects. Throughout the session, participants will have the opportunity to weigh in, ask questions, and apply learnings to their own organizations, using customizable worksheets and templates to map out their course of action. Attendees will leave the workshop with a plan in hand and concrete strategies to boost donor retention.
About the Speaker
As a Senior Consultant, Cassie Carter brings 25 years of experience in the nonprofit and higher education sectors to her work at Campbell & Company. Cassie previously held leadership positions in several academic institutions and nonprofits as they grew their fundraising programs. Most recently, she served as the Associate Vice President for Development and Director of Campaigns at Hawaii Pacific University. Prior to that, she served as the Associate Vice President for Development Operations and Director of Advancement for the College of Science and Mathematics at Cal Poly. Cassie also served as Executive Director of the Montana Outdoor Science School.
She has served as the Director of Programs for Heal the Bay in Santa Monica and promoted science education at the California Science Center and the Los Angeles County Natural History Museum. Cassie shares her passion for nonprofits, serving as a board member and volunteer for several environmental and educational organizations throughout Montana, Hawaii, and California.
Cassie holds a doctoral degree in Teaching and Learning with an emphasis on science education and public administration from the University of Southern California, as well as a bachelor’s degree in biology from California State University-Northridge.
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"Get a Seat at the Table: Using Donor Relations to Advance Principal Gift Cultivation"
Carol Wilkie and Joe Plante
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About the Session
The University of St. Thomas is a private, Catholic university located in St. Paul, Minnesota. With a total enrollment of 10,000 students, it is Minnesota's largest private university. In 2012, the university successfully closed a $515M capital campaign, and the Donor Relations team was largely charged with stewardship for the middle and lower sections of the giving pyramid. New leadership in place now has a laser focus on principal gifts and has asked Donor Relations to play an important part of that strategy. Through the lens of both a donor relations professional and a seasoned fundraiser, this session will focus on ways to restructure a Donor Relations shop so it can support high-end, highly customized stewardship and help drive a cultivation strategy.
About the Speakers
Carol Wilkie is director of donor relations for the University of St. Thomas. She has been at the University for 15 years and has operationalized Donor Relations during her tenure. Carol firmly believes that her Donor Relations team must be nimble in order to successfully support fundraising initiatives. She’ll show how she and her team have done that in the past and how they are poised to support new principal-gift strategies going forward.
Joe Plante is the associate vice president of principal and leadership gifts at the University of St. Thomas. Joe is a graduate of St. Thomas and has worked for the university for over 30 years – starting first in Alumni Relations, then Major Gifts and now Principal Gifts. An expert at both the science and the art of fundraising, Joe will present how the most successful principal-gift strategy is best supported by a strong donor relations partnership from the start.
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8th Annual New York City Regional Conference - Sponsorship
Thank you for your interest in becoming a sponsor or an exhibitor for the 8th Annual New York City Regional Conference!
Please take a moment to review the sponsor and exhibitor opportunities and contact the ADRP office to register
Sponsor levels
Keynote Sponsor - SOLD OUT
- All of the Partner benefits, plus:
- Opportunity to address assembled attendees for 3 to 5 minutes
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$1,500
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Partner Sponsor - SOLD OUT
- All of Exhibitors benefits, plus:
- Exhibit space in preferred location, as chosen by ADRP
- Company logo and description listed in conference resource book
(full-page recognition)
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$1,000 |
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In-Kind Merchandise Sponsor - Please contact the ADRP office to register
- All of the Exhibitor benefits, in return for one of the following:
- Providing conference notepads or tote bags with your logo and ADRP's logo, final design to be approved by ADRP (approximate quantity 250)
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$1,000+ |
Exhibitor options
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Exhibitor table - Please contact the ADRP office to register
- One 6' exhibit table for the duration of the conference
- List of attendee names and contact information for use under the stated ADRP guidelines
- Company logo and description listed in conference resource book
(half-page recognition)
- Company logo and description listed on conference webpage
- Two complimentary conference registrations, including meals and receptions
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$500 |
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Two-Fer Exhibitor Special - Please contact the ADRP office to register
- Two exhibit tables with all Exhibitor benefits listed above
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$750 |
Guidelines for use of attendee lists:
Sponsors and Exhibitors may use the attendee list provided by the organizers of the 2018 ADRP NYC Regional conference to email the attendees twice regarding their products and services.
Once such contact may be made within the two weeks prior to the conference, and the other within the four weeks after the conference. The list will be emailed to the Vendor Contact indicated on the registration form three weeks prior to the conference, and an updated list will be emailed to that person within 3 business days after the conference.
There is a 20% cancellation fee until February 21, 2018. Sponsor fees are forfeited if canceled after that date.
Please contact the ADRP office to register |
8th Annual New York City Regional Conference - Presentations
Thank you for attending the 8th Annual New York City Regional Conference. Below, you will find downloadable session presentations.
| Session |
Title |
Presentation Resources |
| 1A |
Write Right, Not Wrong
Mary Solomons and Debbie Meyers |
Download Writing Resource Manual |
| 1B |
Implementing an Individualized Stewardship Plan Program
Jen McGrath and Corey Smentek |
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| 1C |
An Island of One: Small Shop Stewardship
Kate Jankowski and Stephanie Lamphere |
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| 2A |
Nonprofit Fundraising Crisis and Scandal? Donor Relations Time to Shine!
Lynne Wester |
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| 2B |
Becoming Business Drivers: A Blended Approach to Communications and Donor Engagement to Support Fundraising
Carolyn Vivaldi |
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| 2C |
Journal of Donor Relations & Stewardship: Developing Evidence-based Practice within Donor Relations and Stewardship
Anne Manner-McLarty |
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| 3A |
Perspectives on Leadership in Donor Relations
Moderator: Jen McGrath
Panelists: Lisa Honan, Kapria Jenkins, Jeff Muller, and Roberta O'Hara
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| 3B |
Digital Stewardship: Creating a Better Donor Experience
Melissa Jones
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| 3C |
Building a Distinctive Stewardship Program: From One Day Conference to Year-Long Experience
Caroline King and Symone New |
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| Keynote |
When Crisis Strikes, Communications Is Critical
Rodney P. Kirsch
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