Educational Track Descriptions
Educational Tracks are designed to guarantee all aspects of YMCA financial development are covered in some way: Annual Support, Capital Development, Major and Planned Gifts, Board and Volunteer Development, Marketing and Communications. A Special Interest Track is provided to cover topics of interest that may not fit in the traditional tracks. Mix and match track sessions to your YMCA’s needs. No advance sign-up is required for these sessions.
For some workshops there is overlap in terms of the focus among several tracks so read the descriptions before choosing to attend based on track name or title alone.
SESSION ROOMS are at FAIRMONT HOTEL unless otherwise designated.
Wednesday, April 10 Y-USA Development Planning & Readiness Workshop
8:00 am - 4:30 pm Location: Saturna
Cost: $100 (includes lunch and materials) - Advanced signup required
Presenters: Courtney Weiland, CFRE, YMCA of the USA, Yuriy B. Zajac, AIA, Assoc. RAIC, YMCA of the USA, Erik J. Daubert, MBA, ACFRE, David Ports, YMCA of the USA, Carol Schmidt, CFRE, YMCA of the USA, Dan Cooper, YMCA of Metropolitan Los Angeles
If there is a capital project or campaign in your Y’s future and you are just beginning your planning process, this session is strongly recommended for CEOs, Executive Directors, Board Members and financial development staff. It will help position you for success and avoid costly mistakes by acquainting you with the recommended, “tried and true” 8 phase process and planning model. For questions about content, email Carol Schmidt, Senior Financial Development Specialist at Y-USA, at firstname.lastname@example.org. This is a pre-conference session so there is an additional cost to cover the Y-USA certification fee, lunch and workshop materials. NOTE: Early start time on Wednesday may require that you arrive Tuesday night; book your flight and hotel reservations accordingly.
Thursday, April 11 Educational Track Sessions Round 1
11:00 am –
Regional Collaboration: A Model For Success Location: Hyatt Hotel Plaza B
Todd Gray, YMCA of Greater Richmond
Leslie Bryant, Peninsula Metropolitan YMCA
This workshop will focus on the most strategic elements of the successful Regional Collaboration. Walk through the process of identifying needs, setting strategy, implementing that strategy through a strong partnership that eventually produced materials used by more than 15 YMCAs in our region. The impact of this partnership is evidenced in the growth from the original collaboration among three Y Associations and an independent Y to 18 YMCAs (Associations and independent Ys in Virginia). Hear about the challenges faced and the evaluation results. As a result of this session, participants will…
- understand the power of a regional collaboration
- have the key tools and steps needed to engage in a regional collaboration
- be better prepared for collaborations that will be key to the success of a nationwide campaign
- be equipped to work across Associations and between departments to form the working relationships necessary to produce impactful collateral
- be inspired to think beyond the typical annual giving box
- have a roadmap for taking a collaboration for a good idea to a successful campaign.
Starting a NEW Staff-Supported & Volunteer-Led Best Practice Annual Community Support Campaign Location: Roof Room
Jason Shearer & Jon T. Lange, Missoula Family YMCA
This session is designed to help Ys that are not running an Annual Community Support Campaign understand the philosophy of why this is important, what it can accomplish, and how to get started. As a result of this session, participants will…
- be able to articulate the role of the annual community support campaign in the Y
- become aware of the difference in the fundamental components of an annual campaign involving the board, staff, major gifts, and membership involvement
- understand the roles of staff and volunteers in the success of the campaign
- know the next steps to get started
- become inspired from Ys that have successfully started a campaign in the last few years
- will know where to get the tools and resources to help them get started.
Developing a Campaign Communications Plan: The Who, What, When, Where and How
Brenda A. Marsian, CFRE, Becket-Chimney Corners YMCA
Building a Case for Support for your campaign begins years before your campaign kicks-off and requires more than a fancy campaign case statement. A multi-year communications plan with targeted, transparent and purposeful messaging to your Y community can educate your constituency about your funding needs and show how philanthropic support will advance your mission. Learn how you can put together a communications plan in advance of a campaign including determining what your community does and doesn’t know about you, what types of media to use and what to communicate, how to integrate your Annual Fund with your plan and discover how it can be the early beneficiary for increased revenue and a benchmark to show the effectiveness of your communications. Learn the step by step process the independent camp and outdoor center Becket-Chimney Corners YMCA implemented to develop their communications and awareness effort prior to the 2013 start of their $12 million campaign. As a result of this session, participants will…
- leave with a communications plan outline and worthwhile content they can apply to their YMCA including developing informative newsletters, eblasts, well attended events and incorporating consistent messaging in your annual campaign
- see how feasibility studies, focus groups and prospect visits can determine your Y’s public image, identify misconceptions and limited knowledge of the mission, be a communications avenue and ultimately the road map to a communications plan
- discover how to gauge their communities understanding of their mission, limitations and what needs to happen to advance and be more sustainable
- learn how to involve the board, CEO, program staff and other Y leadership with communications planning and implementation.
Donor-Centered Fundraising for Major Gifts-Beyond Chairman’s Round Tables
Lacey LaPointe, YMCA of Metropolitan Dallas Location: Waddington
How are major gifts different from the annual and the above/beyond Chairman’s Round Tables (CRT)? They are year round, intentional gifts that require time and planning. This introduces the language of portfolio management and concepts that universities and hospitals have been using for years in development. This session focuses on donor centric development, tracking and moves management. As a result of this session, participants will…
- understand donor-centric fundraising and the difference of a major gift vs CRT
- know how to use moves management and portfolio to track prospects
- acquire tips on prospecting.
Inside the Mind & Heart of a Philanthropist Location: Saturna
Jerold Panas, Jerold Panas, Linzy & Partners, Tom Taylor (Volunteer), YMCA of Pierce & Kitsap Counties
In this entirely spontaneous session, Jerold Panas interviews philanthropist Tom Taylor, 30-year board member and donor to the YMCA of Pierce and Kitsap Counties. He examines the factors that motivate the gift. Learn what prompts the giving, and why gifts are made to the Y and some organizations – and not to others. Do you think that tax considerations are important? You will understand the role tax plays. What about campaign brochures? Find out what works and what doesn’t. Learn who should make the ask, the role of the CEO, and whether a volunteer makes a consequential difference. What part does the Development Officer play? Tom Taylor will tell us when his giving began, who his model is, and what kind of results he wants from his gift. We’ll hear who his greatest influences are and how their spouse is involved in the decision. Jerry probes, coaxes, and gently draws out the innermost thoughts of the philanthropist. As revealing as the information is, what is particularly important is Jerry’s technique of listening and observing. You will listen and observe also. The session provides an opportunity for you to ask questions – no holds barred! And when it is done, there will be a discussion of what you heard and saw (yes, saw- because it’s important you also listen with your eyes!)As a result of this session, participants will…
- gain insight into the thought process and motivations of a YMCA philanthropist
- view an example of how to draw information out of a potential donor
- learn some valuable tips on “the ask.”
Volunteer Staff Partnerships – Creating Genuine Connections to Build Community Together
Faiza Kanji & Bryan Dawson (Volunteer), YMCA of Greater Toronto Location: Cortes
Designed for staff/volunteer pairs to participate together, both will be taken through a series of exercises and discussion that will focus on strengthening and deepening the volunteer staff partnership. Participants will gain insight into and best practices around creating the volunteer staff partnership from both perspectives. Bryan has been a Y volunteer for over 10 years at the branch/centre level and advising the organization in strategic roles. He will share his ideas and experiences that will help relationship managers/fundraisers create the volunteer partnerships that achieve organizational objectives. Faiza, on the staff of the YMCA of Greater Toronto, will share her experiences in working with Bryan that have helped her in building trust, developing open communication and learning how they have been able to take some risks together. As a result of this session, participants will…
- give YMCA volunteers a voice to speak honestly about their YMCA involvement
- share volunteer best practices about engaging volunteers in YMCA fundraising campaigns
- present best practices for creating volunteer/staff partnerships.
Anatomy of Engagement Marketing Location: Boardroom
Mark Hierlihy, CFRE, C’volution
How does an organization transition its marketing from PUSH to PULL? Engagement is the answer and that’s what most marketers are trying to crack the code on today. The reality is that there is no “how-to” in engagement marketing but Mark says there is an anatomy, and a set of guiding principles that ensure success in the challenging new world of marketing. Mark also asserts that your corporate partners are ready and willing to partner with you in engagement marketing but they expect you to be an outstanding marketing partner. Mark is ready to demonstrate who has done this well and discover the thinking they apply to their success to better the world around them. Organizations successful in breaking through competitive clutter are not “me too” organizations. They THINK differently and ACT differently. In this presentation, Mark will explore a few key questions and provide insights on the matter of truly engaging others. As a result of this session, participants will…
- better understand the anatomy of engaging members and donors
- gain insights for moving toward a better marketing destination
- see a range of practical case examples (good and bad) to help avoid pitfalls and failures.
New Markets Tax Credits: A Powerful Capital Project Funding Source Location: Galiano
John Adamucci, Community Funding Group, Rig Riggins, YMCA of Greater Pittsburgh, Shaun Gill, Ascent Law Group, Aggie Sweeney, Collins Group
This session is designed as an introduction to the New Markets Tax Credit (NMTC) Program, which provides grant-like funding (typically between 15% and 20% of a non-profit’s total capital needs) for organizations seeking to build or renovate facilities in low-income areas, particularly if those organizations serve low-income or underserved populations. The session’s goal is to raise awareness of the NMTC program as a major funding source for capital campaigns; to inform key decision-makers about the process for obtaining this funding; and to explain the pros and cons of the program. This session gives YMCA personnel the opportunity to ask questions of seasoned NMTC professionals as well as YMCA executives, who have used this powerful funding source to finance community facilities. As a result of this workshop, participants will….
- understand the basics of the New Markets Tax Credits program
- know which projects or organizations qualify for this funding
- what the next steps are in pursuing the funding
- learn about the background of the program, how to prepare for an NMTC transaction and what is involved once a transaction has been finalized.
Cultural Competency and Fundraising: First Do No Harm! Location: Garibaldi
Jim Milligan, YMCA of Greater Toronto
Each of us is a cultural being. When two of us come together, we have diversity. How can we honor and value our diversity and engage in everyday conversations to develop capacities to work with and across cultures? How can we begin the journey towards cultural competency, recognizing that how we do what we do is as important as what we accomplish? This session will explore the five elements essential to becoming a culturally competent organization: Valuing diversity, Conducting cultural self-assessments; Managing the dynamics of difference; Institutionalizing cultural knowledge; and Adapting to the diversity and cultural context of the individuals and communities served (Cross, Bazron, Dennis & Issacs, 1989). As a result of this session, participants will…
- explore culturally competent best practices as experienced by the financial development team of the YMCA of Greater Toronto
- examine the benefits of adopting a cultural competency approach to philanthropy
- explore the process of conducting a cultural competency self-assessment
- determine at least two first steps to take back to enable their YMCA to grow in their cultural competency as an organization
- develop a brief action plan to enable staff members and/or volunteers to increase their individual cultural competency.
Advanced Forum on Major Gifts Location: Moresby
Bill Sturtevant, Sturtevant Fundraising Consulting
Intimate discussion of issues important to you (financial development professionals) pertaining to major gifts led by an expert in that field.
NOTE: Attendees can choose between taking one 3-hour Philanthropy School session or one 1 ¼ hour Educational Track Workshops between 2:15 and 3:30 pm and participating in one of the special sessions, a Philanthropy Live! Project, or enjoy some free time in the late afternoon.
Philanthropy School: 2:15 – 5:00 pm
Revisit the Fundamentals for Jumpstarting Your Staff-Supported Volunteer-Led Annual Community Support Campaign Location: Galiano
Sandy Turner, Akron YMCA and Carrie Bair-Norwood, YMCA of the Pikes Peak Region
Participants will assess their existing annual campaign strength and weaknesses to determine what their next steps are in strengthening their Y’s capacity to raise more money from donors who will become loyal and increase their giving over time. A planning template and local Y examples of strategies that have proved successful will be presented. As a result of this session, participants will…
- be able to assess the strengths and weaknesses of their existing annual campaign
- be familiar with campaign planning steps involving staff and volunteers
- be able to articulate how the case for support drives the success of the campaign with staff, board, recruiting volunteers, and developing loyal donors.
Capital Development Planning & Readiness for Fundraising at Your Y Location: Saturna
David Ports, YMCA of the USA, Erik J. Daubert, MBA, ACFRE, Nonprofit Management Specialist
This session will briefly highlight areas from the 8 phase proven recommended process for Y capital development projects. Emphasis will be on: 1) what CEOs and Boards need to think about as they prepare for a successful capital development project, 2) case and critical questions donor’s want answers to prior to making large gifts, 3) intentionally identifying and cultivating campaign prospects and 4) resources for success. As a result of this session, participants will…
- have knowledge of the 8 phase time tested capital process to keep from making costly mistakes
- be aware of critical questions major donors are asking before making major gifts
- have an understanding of a process for project leadership and donor identification
- know where to find additional resources to help them in the 8 phase process.
How to Ask for the Major and Planned Gift – Tools and Techniques Location: Waddington
Bill Sturtevant, Sturtevant Fundraising Consulting
This session will review tips for successful gift solicitation, how to respond to objections and how to script “the ask.” As a result of this session, participants will…
- understand the elements comprising a successful “ask”
- be equipped to respond to objections
- know how to script a solicitation
- be able to interpret responses to a gift solicitation.
Fundamentals: Starting or Reinvigorating a Sustainable Endowment Program for Any Size Y
Suzanne S. Iler, YMCA of Middle Tennessee, Nick Zimmer, Montgomery County Family YMCA
This session will provide participants with the fundamentals of how to begin or invigorate your endowment/Heritage Club program at your Y. This process will lead to financial strength and viability for your Y for generations to come. Included will be best practices and implementation of a successful endowment program including identifying and cultivating prospects and useful resources that can help strengthen an endowment program. As a result of this workshop, participants will…
- learn the basics of an endowment program
- understand the best practices to get started/restarted/ get moving forward
- know what you need to know to begin or improve
- be able to identify and prioritize prospects
- learn how to cultivate and solicit prospects
- discover where to find resources to help.
Facing the Same Dilemmas…Build a New Board to Face Them Today! Location: Boardroom
Dave Sternberg, Loring, Sternberg and Associates
The status quo won’t work any longer. Membership may be static or declining and the number of groups offering a pool, camps, wellness programs, or a fitness center are growing. And your Y needs more revenue. Hey, you’re worth it! You just have not structured the board to effectively fundraise. Learn how to recruit board members that can fundraise and create an environment that will produce more revenue based on accountability and production...and no cold calls! As a result of the session, participants will…
- learn how to strategically recruit board members
- create accountability between board members
- hear how to encourage board members to fundraise.
The Logic of Grant Seeking: Outcome-Based Planning and Evaluation as a Key Funding Strategy Location: Hyatt Hotel Plaza B
Julie Alsup & Jenny Frenzel, YMCA of Greater Kansas City
This presentation will discuss how program design and outcome based evaluation are integral components of the grantseeking process. How to create and use a logic model as a tool for program planning and evaluation planning will be discussed as well as how this is an effective tool for grant/fundseeking. As a result of this session, participants will…
- understand the components of a logic model and be able to see the linear progression of program design
- learn how the logic model can be used as a tool for program/proposal development
- explore the components of an evaluation design for a program
- understand the importance of outcomes based program design and evaluation and how it is critical for effective fund development, particularly grantseeking and grant management.
Propelling Positive Change to Maximize Financial Development Location: Tweedsmuir
Tom Lowery, YMCA of the USA
In order for your Y’s financial development efforts to grow and thrive, what changes do you need to make to prepare for success? In this interactive, practical workshop, you’ll be introduced to key concepts and tools from Y-USA’s Leading Change course – including Switch and the Y 7-Step Change Model – tailored specifically to financial development. You’ll also hear change success stories from across the Y Movement and learn valuable tips from those who have instituted sustainable change. When you complete the session, you will have an action plan of immediate steps to take to activate positive change on behalf of your critical financial development work. As a result of this workshop, participants will…
- be able to assess key change opportunities to improve their financial development efforts
- discuss with colleagues best practices for change and opportunities for their Y
- apply immediate quick-hit change tips
- understand key concepts from Switch and the Y 7-Step Change Model
Thursday, April 11 Educational Track Sessions: Round 2 2:15 – 3:30 pm
Creating an Appreciation Committee: How to Thank Your Donors, Make Them Know You Really Mean It, and NOT Ask for Money! Location: Vancouver
Chris Coker, Susan Coker & Joan Chartrand, YMCA of Boulder Valley
In addition to helping participants create a committee and an annual calendar of significant donor appreciation activities, this workshop will dive deeper into the real meaning of “appreciation”. The importance of creating a “culture” that thanks and educates donors, and lets them know that their gifts are appreciated, well stewarded, and respected will be discussed. We will explore donor surveys, strategies for re-engaging lapsed donors, and data base management “integrity”. Participants will learn how to watch their appreciation “appreciate” – without asking for money! As a result of this workshop, participants will…
- take away an annual calendar of donor appreciation activities
- gain an understanding of the importance of creating a culture of donor education, appreciation and stewardship
- learn how to deal with board members or with being a board member who doesn’t like to “ask” but can make a huge impact, a new concept in board management
- discover a new method of deepening relationships in the volunteers and donors.
All Things Digital Location: Roof Room
Dana Maurer & Natalie Swallow, YMCA of Greater Houston
Digital marketing can be one of the most effective tools in your marketing arsenal. This powerful medium is a low-cost channel for engaging members and growing sales. Learn how to capitalize on social media, email, web and mobile marketing, blogs and video. This workshop is for those who are already active in the digital space. It won’t be “101” material. As a result of this session, participants will…
- find out why digital is essential to your marketing portfolio
- learn the best practices for digital marketing and how to leverage engaging content
- discover how to integrate content across digital channels and measure success
- come away with new digital marketing strategies that will ultimately improve membership and program revenue.
Weaving Ethics Into Your Organizational Culture Location: Cortes
Andrea McManus, CFRE (Time 2 Talk at 3:45 – 5:00 pm)
Everyone understands that ethics is critical to fundraising. After all, without public trust and confidence, fundraising simply cannot occur. But too often we look at ethics in a very limited fashion: “It’s a list of things we can and cannot do,” or “That’s the job of the fundraiser.” In an increasingly connected world where accountability, ethics and transparency are not just buzz words but fundamental aspects of a donor’s (and society’s) outlook, we must reexamine what it means to be ethical. Andrea McManus, CRFRE, President of the Development Group and Immediate Past-Chair of the Association of Fundraising Professionals, will explore how organizations can use ethics to reach out to the public to generate support and the role of fundraisers, board members and senior staff in creating an “ethical” organization. As a result of this session, participants will…
- understand what donors are looking for and why ethical practice is at the top of their list
- identify practical ways in which you can up the ethical quotient of your organization
- understand that ethics is about more than the ethical fundraising: it is about the ethical organization.
Friday, April 12 Educational Track Sessions Round 3 9:30 – 10:45 am
Six Winning Strategies for Annual Support Campaigns That Really Work! Location: Saturna
Back by Popular Demand from the 2012 Conference
Brad Davis & Bruce Ham, YMCA of the Triangle
The YMCA of the Triangle uses current trends and data to run a focused and strategic annual campaign. We will look at proven strategies that have worked in successful campaigns. Emphasis will be on practical application of the strategies; we will focus on “6 winning strategies” and how they can work in campaigns of any size. Example: Strategy 3) Fully utilize your leadership volunteers (board giving, thanking donors, asking large donors in person, engaging community leaders…). Our campaign at the Y of the Triangle has experienced significant success. This past year we have grown by 13%. We would love to share some of our “playbook.” As a result of this workshop, participants will…
- understand the top motivations of donors and volunteers in their campaigns
- learn 6 Strategies for Campaign Success:
a. Do Your Research
b. Sharpen Up Your Case
c. Maximize Leadership Volunteers
d. Use Challenge Gifts
e. Energize Community Gifts
f. Focus on Major Gifts
- hear about practical applications for each strategy.
A Personalized Approach to Capital Fundraising Location: Garibaldi
Bob Ecklund & Michelle LaRue, YMCA of Pierce & Kitsap Counties (Time 2 Talk at 11:00 am – 12:15 pm)
Learn how this YMCA has driven four successful capital campaigns in five years, raising more than $35,000,000 for three family YMCA facilities and a new camp dining hall. Walk through the steps for success, including vision planning, market research, integrated communications and marketing strategies, a personalized approach to giving using awareness tours and home gatherings, a fun community campaign approach, and entire association support. As a result of this session, participants will…
- understand key steps for a successful capital campaign
- receive examples of integrated communications and marketing plans
- receive a toolkit for awareness tours and home gatherings.
Legacies: How to Get Lots More of Them Location: Vancouver
Harvey McKinnon, Harvey McKinnon Associates
Legacies are the most common and simplest form of future or planned gifts. Any organization, no matter its size, can increase its fundraising revenues over the long term through charitable bequests. Learn abou the simple, concrete steps your Y can take to identify prospects and promote and obtain charitable legacies. As a result of this session, participants will...
1. increase their understanding of the value of legacies
2. learn how to cost effectively generate new leads
3. become motivated to obtain more charitable legacies at their Y.
Winning at Major Gifts! Are You Ready to Step Up Your Cultivation & Solicitation Plan?
Rick Politte, CFRE, Southeast Ventura YMCA, Connie Maguire, CFRE, Netzel Grigsby Associates (Time 2 Talk at 11:00 am – 12:15 pm)
Securing major gifts requires a strategic approach. Success requires staff and volunteers to work together to manage the process in a well thought out, organized and consistent manner. The process includes identification, qualification, cultivation, solicitation and stewardship. It’s about doing the footwork, embracing the knowledge and influence of volunteers, planning, preparing and conducting meaningful cultivation activities to invite a donor’s deeper involvement and position for a solicitation offering the donor the opportunity to have significant impact on an organization. Join us for a session in exploring strategies, tools, techniques, examples, resources and success stories to support your organization in attracting and securing major gifts. As a result of this session, participants will…
- understand the solicitation process and “the path to ask”
- understand the role and strengths of staff and volunteers
- become aware of the principles of cultivation and progressive involvement
- learn planning, preparation, evaluation and tracking strategies
- receive user friendly tools and materials to adapt.
Marketing the Y Cause to Baby Boomers Location: Tweedsmuir
Colin Milner, International Council on Active Aging
Kristen Obaranec, YMCA of Metro Atlanta
How we portray older adults has an effect, positive or negative, on their member and donor involvement. This workshop will provide research, tips and case studies on effective marketing and communications for the age 50+ market. Let’s work together to change the way we think about aging to engage this growing segment of the population.
As a result of this session, participants will…
- be able to define and describe today’s 50+ market
- study how this market is portrayed in the media
- learn ways to connect to members, volunteers and donors who are 50+
- improve marketing and communications to adults age 50+.
Trends: A Changing World of Donors and Volunteers Location: Roof Room
Vivian A. Smith, CFRE, Liberty Quest Enterprises, Inc. (Time 2 Talk at 11:00 am – 12:15 pm)
Is your donor and volunteer engagement strategy in step with current trends? New trends are emerging as the faces of the giving public and volunteers are changing. In order to continue to be successful, a good fundraiser will want to understand those trends and the generational demographics that are driving them. This session will guide you through the maze of emerging information about our partners in philanthropy. As a result of this session, participants will…
- have a better understanding of how today’s donors and volunteers want to engage with the YMCA
- Feel more confident about choosing the types of activities that will attract charitable dollars and volunteer leadership.
Plan Y and Our Approach to Coordinated Philanthropy and Cause Advocacy in Canada
Scott Haldane and Diana Deakin-Thomas, CFRE, YMCA Canada, and Sharon Peterson, YMCA Okanagan
President and CEO of YMCA Canada Scott Haldane along with a local and another Y Canada epresentative will provide a synopsis of Canada’s YMCA Plan Y and the progress made to date regarding implementation of this shared plan. Participants will learn about the approach to coordinated annual giving in Canada through YMCA Strong Kids and its role in enhancing local member association performance in annual giving. Discover the role YMCA Strong Kids has played regarding Brand – through collaboration, use of technology (our brand management system and www.ymcastrongkids.ca), coordinated community of practice and coordinated back of house support. As a result of this session, participants will…
- gain insight into the implementation of Canada’s YMCA Plan Y
- Understand the role of YMCA Strong Kids impact on coordinated annual giving in Canada.
Generating Support for the Y Cause-A Nationwide Campaign in the US Location: Waddington
Kate Coleman and Robyn Furness-Fallin, CFRE, YMCA of the USA
This session will provide an overview of the Nationwide Campaign in the US including timing and how YMCAs can participate. As a result of this session, participants will…
- become motivated, energized and informed about the Nationwide Campaign
- understand how their Y can participate as an integral part of the Nationwide Campaign.
YOUTH MATTER! Involving Youth in Volunteerism Location: Galiano
Faiza Kanji, Chris Bowman & Youth Advisory Council Volunteers Raheeq Khalil and Shannon MacDonald, YMCA of Greater Toronto
As our current work and volunteer labor forces age, youth are increasingly becoming the focus of our plans to engage a new generation of volunteers. Learn how adults can be allies to youth an how we can set youth up for success in their careers as volunteers, because youth matter. Volunteering is more than logging hours for high school graduation or service groups. Youth discover they can make a difference in their community and beyond. While helping others is what volunteerism is all about, it is our role to help guide youth in realizing that while they are giving, there are many benefits that they can receive through volunteering. As a result of this session, participants will…
- learn how the Search Institute’s “40 Developmental Assets for Adolescents” link directly to volunteerism
- learn about the teenage brain and how to look at youth from an asset based approach
- gain a better understanding of the current context within which youth are volunteering
- brainstorm ways to make volunteer engagement programs and practices more youth friendly.
Advanced Forum on Donor-Centered Boards Location: Moresby
Penelope Burk, Cygnus Applied Research, Inc.
Discuss among peers and expert Penelope Burk how Boards can transform themselves into fundraising powerhouses and the role that CDOs, CEOs, and COOs play in helping them get there.
Friday, April 12 Educational Track Workshops Round 4 11:00 am – 12:15 pm
The Research on Being Donor-Centered Location: Vancouver
Penelope Burk, Cygnus Applied Research, Inc.
Be the first the hear the brand new findings from the 2013 Cygnus Donor Survey, Penelope's acclaimed North American research study that asks thousands of donors in the United States and Canada where they are taking their philanthropy and what not-for-profits must do to earn the loyalty and generosity. As a result of this session, participants will...
1. learn how the changing economic times have motivated donors to make permanent changes in how they give and what that means for you
2. find out which fundraising methods are gaining and losing popularity with donors and how to shift budget resources to maximize profit
3. discover where to focus communications budget to maximize donor retention.
Tried and True: Fun and Effective Staff Engagement in Your Annual Campaign
Christina Harley, CFRE,
YMCA of Western Ontario
Allison Ramchuk, YMCA Okanagan
This is an opportunity to learn the success story of how two Ys in Canada have managed to double, triple and even quadruple staff engagement in their respective annual campaigns. Their success is based around an inclusive and engaging staff giving environment. You will leave with tools to help guide your annual staff giving campaign to increase involvement and participation, tools to assist you with how to educate, learn from and steward your teams so they can become not only donors, but advocates and fundraisers for your community. By equipping our front line staff with a solid understanding of the YMCA as a leading charity in their community, we all win, particularly our communities. As a result of this session, participants will…
- learn how two Ys have managed to significantly engage their staff members as donors, advocates and fundraisers
- be introduced to tried and tested tools and ideas to help deepen engagement of staff with respect to philanthropy and fundraising at our Ys
- have an opportunity to share and discuss current challenges and questions around staff giving and engagement and as a result learn from one another strategies and tactics to deepen engagement
- understand that this work takes time and that a well formulated and followed plan over time provides rewarding results – not only for the recipients of our charitable dollars but for our overall staff engagement.
Transformational Giving: Where the Heart Meets the Strategic Plan Location: Waddington
Katherine Alyea, CFRE, YMCA of Greater Toronto
This workshop will be directed at YMCAs that are engaging in a major capital/comprehensive campaign initiative. Attendees will be given insight and tools to work with YMCA staff and volunteer leadership to set the course for success in establishing a strategic solicitation strategy to unlock the opportunities of transformational philanthropy. As a result of this session, participants will…
- engage, cultivate and steward prospective and current donors as community builders and agents of change through a transformation gift
- build a strategic solicitation strategy
- engage YMCA and volunteer leadership in building major gift relationships
- build a culture of philanthropy
- empower YMCA fundraising staff with a structured best practice fundraising program to enhance and build their donor relationship experience.
Planned Giving: A Case Study – Taking It Out of the Box Location: Cortes
Jeanette Heywood, Jessica Rawn, CFRE, Ian Veitch (Volunteer) & Andrew Lorriman (Volunteer), YMCA of Simcoe/Muskoka
We will present a case study of launching a new Planned Giving program from the bottom up. How we built in methods to attract the traditional donor, as well as the new, younger demographic. Share in our learnings, our successes, and our challenges – overcome some of the barriers to a successful Planned Giving program, in a real life case study. As a result of this session, participants will…
- overcome some of the fear of setting up a Planned Gifts program
- know how to align your Planned Giving program with the younger demographics
- problem solve with the panel through some of the challenges we have faced.
Our Journey to Create A Culture of Philanthropy Location: Saturna
Curt Hazelbaker, Joan Marie Belnap, CFRE & Fred Trivette (Volunteer), YMCA of Northwest North Carolina
The culture of philanthropy is deeper than essential campaign org charts, timelines, budgets and pledge cards. If you want to grow your campaign by developing a culture of philanthropy, this presentation will give you practical methods to change your Y’s (volunteers and staff) approach to fundraising by incorporating storytelling and cause driven messages. This workshop includes a volunteer’s journey from non-connected facility member to passionate, connected storytelling board member and annual giving campaign chair. As a result of this session, participants will…
- learn how board volunteers and staff created a culture of philanthropy at the YMCA of Northwest North Carolina
- discover how board volunteers and staff can use a story to convey a cause driven message
- find out how the culture of philanthropy changed our annual support campaign
Getting Things Done: Forming a Leadership Council to Impact Lasting Change
Tom Massey & Julie Sistrunk, Daxko
Sometimes making the really tough decisions is difficult to do within the formal structure of a board. While governance has its virtue, a Leadership Council of four to five of your strongest volunteers can really get things done. Tom Massey has facilitated close to 4,000 meetings with volunteers and has seen the Leadership Council work wonders for the Y. One of the early adopters of the Leadership Council concept is the YMCA of South Hampton Roads that grew from $3 million to $45 million during the tenure of Chuck Harris as CEO. Join Julie, Tom and Chuck to learn more about the benefits of the Leadership Council concept. As a result of this session, participants will…
- acknowledge the role of the board and the role of leadership in decision making
- understand the purpose and philosophy behind a Leadership Council
- discuss the traits that make the most successful volunteers for a Leadership Council role and create a short-list of priorities for the Leadership Council
- Hear Chuck Harris describe his experience of working with a Leadership Council structure over the years.
How a Targeted & Integrated Communications Campaign Increased Member Involvement & Donations Location: Boardroom
Jamie Slater & Shannon Robertson, YMCA of Greater Toronto
Fitness themed fundraising events have been taking place at YMCAs for years. In 2011, the YMCA of Greater Toronto held its first YMCA Strong Kids Megathon (a full day of fitness-a-thons held at multiple locations) to create focus around member/volunteer engagement and to generate more fundraising net revenue. It raised $58,715. In 2012, the Y tried a new approach that focused on a singular health issue – childhood inactivity- and created a new, integrated communications campaign to inspire action. Calling on our members to be heroes, the Y introduced a superhero team of Y Guy and Y Girl. The result: the 2012 YMCA Strong Kids Megathon raised over $200 K, attracted its first-ever corporate sponsorship and doubled participation rates. This workshop will walk through the planning and execution stages of this campaign, highlight best practices established through evaluation, and share perspectives from communications, fundraising and operations. Our super duo of Y Guy and Y Girl may even fly in for a guest appearance! As a result of this session, participants will…
- learn how a targeted, integrated communications campaign can support the achievement of fundraising targets and goals
- think creatively about how to package and sell the YMCA cause
- learn how to engage and align multiple branches or centres in support of a signature fundraising event to maximize efficiencies and increase reach
- discover how to put the “fun” back into “FUNdraising”.
Financial Development: Learned Down Under, Applicable Worldwide Location: Galiano
Philip Hare, James Ellender, Damien Mandla, & Jock Kelso (Volunteer), YMCA of Sydney (Australia)
NAYDO 2013 will be the fourth NAYDO Conference that staff from YMCA of Sydney have attended. In that time our organisation’s fundraising capabilities, activities and results have grown considerably. Much of this growth can be directly attributed to the considerable learning from NAYDO. This workshop will cover what has worked for the YMCA of Sydney by providing practical examples of our experiences which would be of particular relevance for any YMCA that is either commencing new fundraising campaigns, such as an annual or capital campaign, member-centered fundraising, or events or alternatively in their infancy in such campaigns. As a result of this session, participants will…
- gain a strong understanding of YMCA fundraising from an international perspective
- understand the unique aspects of fundraising in Australia
- be able to learn of the strategies and tactics applied in initiating new fundraising campaigns
- embrace new and practical fundraising ideas for their YMCA.
An Innovative, Ready-Made Strategy to Engage a New Generation of Donors
Vernon Delpesce, YMCA of Greater Des Moines
Members who feel connected support the mission. See how this web-based platform “365 Make a Difference” has provided an easy, relevant way to engage members in micro-volunteerism which ultimately promotes philanthropy. The platform can be used by any association. Learn how to connect your members to your community and your Y.
As a result of this session, participants will…
- understand the relationship between volunteerism and philanthropy
- learn the advantages of micro-volunteerism
- view a cutting edge technology platform
- learn how social media and philanthropy intersect
- discover a signature social responsibility program.
Time 2 Talk (for attendees at 9:30 am workshop listed who want a more indepth discussion on the topic in a small group with presenter) Location: Moresby
- Connie Maguire, CFRE, Netzel Grigsby Associates: Winning at Major Gifts! Are You Ready to Step Up Your Cultivation & Solicitation Plan?
- Vivian A. Smith, CFRE, Liberty Quest Enterprises, Inc.: Trends: A Changing World of Donors and Volunteers
- Bob Ecklund, YMCA of Pierce & Kitsap Counties: A Personalized Approach to Capital Fundraising
Friday, April 11 Educational Track Workshop Round 5 2:15 – 3:30 pm
Amping Up the Annual Campaign With Online Donor Pages Location: Vancouver
Jim Pacey, YMCA of Austin,
April Benetollo, Daxko (Time 2 Talk at 3:45 – 5:00 pm)
Online giving is so much more than a button on your web site. To be successful it needs its own strategy. Join Jim Pacey to find out how he brought together the right people, the right partners and tools to increase online giving by 62% during the 2012 Partner of Youth campaign. As a result of this session, participants will…
- combat their fear of online giving with facts
- examine successful strategies for getting started
- explore pros and cons of tools available
- learn how the YMCA of Austin increased online giving by 62%.
Success is in the Details: Collecting, Evaluating and Using Annual Campaign Metrics
Adam L. Clevenger & Ryan T. Johnson, YMCA of the USA (Time 2 Talk at 3:45 – 5:00 pm)
Annual Campaign success is more than the total dollars raised. Sure, it’s a good first step and is often the only indicator most people pay attention to. However, planning and evaluating a successful Annual Campaign requires taking a hard look at many metrics. Reviewing metrics as you go also helps you to avoid potential problems and avoid making the same mistakes campaign after campaign. You can actually use metrics to motivate and acknowledge staff and volunteers. Whether you are starting a campaign, struggling to reinvigorate a stalled campaign or looking to grow your campaign, metrics can provide the road map. As a result of this session, participants will…
- learn which Annual Campaign metrics are important to measure and why
- be able to define Annual Campaign metrics
- learn ways to gather Annual Campaign metrics
- understand what benchmarks should be used to understand metrics
- discover how to use metrics to effectively plan and evaluate Annual Campaigns
- utilize Annual Campaign metrics to motivate and acknowledge staff and volunteers.
Raising A Camp Full of Donations Location: Garibaldi
Nanci Rutledge, Len Masengale & Mark Leonard (Volunteer), YMCA of Greater Houston/Camp Cullen (Time 2 Talk at 3:45 – 5:00 pm)
Rebuilding an entire camp takes lots of planning and fundraising. The YMCA of Greater Houston put together a master plan for building a camp and raising the money. Come listen to some of the techniques used to make this camp a reality. As a result of this session, participants will…
- learn more about planning to build a new camp
- discover fundraising strategies for building a new camp
- find out the importance of site visits and telling the story
- learn how to break down the task into fun size pieces for your volunteers.
Crafting & Implementing Relationship-Building Strategies for Major & Planned Gift Donors
Bill Sturtevant, Sturtevant Fundraising Consulting
This session will describe how to qualify major and planned gift probable donors and the steps involved in creating successful fundraising strategies. As a result of this session, participants will…
- be equipped to qualify and prioritize potential donors
- understand how donors make gift decisions
- be able to develop strategies for relationship building
- be in a position to measure progress in building relationships.
YMCA Triangle Society: Multi-Year Annual Giving Strategies Location: Boardroom
Jeremy A. Cooney, Esq. & Andrew Powers, YMCA of Greater Rochester
In 2011, the Rochester YMCA in New York launched a new multi-year sustained-annual giving program. The premise was to create a leadership giving society that would help develop a pipeline of major gift prospects ($25,000 +). After the first year, we had over 1—members and nearly $1 M commitments booked. This presentation will outline the methodology and strategy behind multi-year annual giving, discuss opportunities for stewardship, and demonstrate a revenue-producing technique that will transition a YMCA from an annual campaign to a major gift operation. As a result of this session, participants will…
- learn strategies and models for successful multi-year annual giving programs
- “connect the dots” between multi-year giving and engaging donors for major gifts ($25, 000 +) opportunities
- develop new ideas for donor stewardship and education of the YMCA mission
- Review a case study of a successful model which led to concrete revenue increases.
Be Intentional, Inclusive, and Diverse in Volunteer Recruitment Location: Roof Room
Lisa Y. Ramirez, YMCA of Greater San Antonio
Take advantage of the opportunity to share ideas on being Intentional, Inclusive, and Diverse in your board/volunteer recruitment and development. As a result of this session, participants will…
- have a better understanding of why board recruitment is so important
- be prepared to host a community recruitment breakfast/lunch/evening event
- learn to equip volunteers with Y stories.
Maximize Your Marketing & Fundraising Efforts with Google Grants Location: Cortes
Sean Doles & Kevin Embree (Volunteer), YMCA of Austin
Google grants and Analytics are powerful – and FREE – tools that will make a dramatic difference in any YMCA’s online marketing efforts. Google Grants offer YMCAs up to $10,000 per month in free Google Adword advertising. Google Analytics provides valuable data on how people are getting to your web site, where they are going on your site and what they are doing once they get there. In this workshop, we’ll explain strategies for implementing and using these tools, as well as share real-world examples of their impact. As a result of this session, participants will…
- know the steps necessary to apply for, set up and manage Google Grant Adwords campaigns
- learn the steps necessary to set up and utilize Google Analytics in their marketing efforts
- discover the other free tools available to help make better strategic marketing decisions
- learn effective tactics for overcoming challenges in expanding online marketing efforts.
Y Voice Marketing in a Coupon Driven Society Location: Tweedsmuir
Mary Mooney Burns, YMCA of Greater Kansas City
The Y brand challenges us to not risk our cause driven image with hard-sales techniques. Leading with discounts and personal image offers (i.e. Say Goodbye to your fat pants! We will get you started by waiving our joining fee) is highly discouraged as it lead to our old image of gym and swim. However, our membership and marketing revenues are dependent on time sensitive marketing that creates growth for our association. Couple that with the fact that today’s savvy consumer is highly motivated by value adds, discounts and coupons – many of which are sent to them daily in the form of an email (i.e. Groupon, Living Social, etc.) The Kansas City YMCA is finding a way to balance solid marketing techniques using popular tools like Groupon and 3rd parties without jeopardizing the Y’s charitable image. As a result of this session, participants will…
- understand marketing while upholding the Y voice standards
- become aware of best practice tips on how to work with online coupon groups.
- Learn how using 3rd parties to provide value adds vs offering discounts as a special offer that drives membership and program participants.
Engaging Young Professionals in the Y Cause Location: Galiano
A Presentation by Young Professionals Class of 2012
Blair Campbell, YMCA of
Marcy VenJohn, Garden City Family YMCA
Alison Smith, YMCA of Greater Seattle
Lauren Martin, Volusia Flagler Family YMCA
Kristen Madhuizen, YMCA of the Greater Twin Cities
Tera Henrich, YMCA of Greater Omaha
This workshop will demystify how to engage young professionals (21-35 years) in the work of the Y. It will give attendees best practices based on research and actual field work on how to: 1) attract young professionals to the Y cause, 2) engage them as volunteers and donors and 3) start a young professionals group at their local Y. Attendees will take away the tools necessary to understand what young professionals are looking for as they decide to become deeper involved in their communities and how to tailor their approach to the wants and needs of today’s young professional, allowing them to increase their community involvement, develop a deeper understanding of the Y cause, and have meaningful experiences. As a result of this session, participants will…
- have a list of best practices for engaging young professionals (21-35 years of age) as volunteers and donors.
- Have a clear understanding of how to attract young professionals to the Y cause
- Have the tools necessary to start a young professionals group at their local Y.
Advanced Forum on Donor Stewardship Location: Moresby
Lynne Wester, Donor Relations Guru, Mary Tucker, YMCA of Greater Charlotte
The dynamics of donor relationships are experiencing a revolution unlike any seen before. Communications are no longer segmented, stark, and costly mailings; now we are anticipating a future filled with rich, bold, all encompassing communications that grab and engage donors and prospects where they are. The real value of this new paradigm, however, is in the genuine, authentic conversation that exists. As experienced financial development professionals, let's walk through this changing landscape together and learn how to move forward and inspire others to join our mission of innovation and the future of the next best practices in donor stewardship.
Friday, April 11 Educational Track Sessions Round 6 3:45 – 5:00 pm
Special Interest Track (ALL) CFRE Credit: 1.25 hours
CONNECTION 365: Maximizing Camp’s Greatest Asset – Relationships!
Kathryn Dobbs, Frost Valley
Jon Simons, Donor By Design Group LLC
Come together and explore both practical and creative ways to build, maintain and nurture meaningful connections with donors, alumni, camp families, volunteers and friends of camp all year long. Through pre-conference resource gathering we’ll share strategies, samples and successes from various camps around the continent. As a result of this session, participants will…
- identify a wide range of audiences to educate, engage and invite into the philanthropic side of camp
- explore the many tools and resources available to make real and lasting connections
- take the first critical steps in developing a customized Annual Stewardship & Communication Plan
- connect with camp folks from around the country fostering and strengthening ongoing communication and fellowship
- head back to cam with ready to use tools, tips and strategies.
Involving Teens in a Capital Campaign Location: Cortes
Fran Gallati, YMCA of the Central Bay Area
If you are attempting to create a culture of philanthropy at your YMCA and include teens in it this is the workshop for you. Hear about the unique ways the YMCA of the Central Bay Area involved teens in their capital campaign process and discover the difference it made. As a result of this session, participants will…
- learn the benefits of involving teens in a campaign
- discover the key ingredients for effective teen involvement
- find out how the project shaped the Y’s view on youth development.
Bridging the Gap Between Prospect Identification and Making the Ask Location: Vancouver
Michele Goodrich, Donor By Design Group LLC
Are you puzzled by what happens between identifying a prospective donor and asking them for a contribution? Do you use the term “donor cultivation” as a substitute for the word “procrastination”? (Example: “I can’t ask that prospect for a gift because he/she hasn’t been cultivated properly). Do you feel poorly equipped to develop a relationship with a prospect who is much older, wealthier, or sophisticated than you are? In this workshop, we will demystify donor cultivation/moves management. You will learn how to build meaningful and rewarding relationships with individuals who will not only support your organization’s mission, their friendship can enrich your life.
Incorporating Endowment in a Comprehensive Campaign Location: Garibaldi
Suzanne S. Iler, YMCA of Middle Tennessee
This session will address the benefits of incorporating a planned giving component into a comprehensive campaign. This model will increase visibility of planned giving efforts, leverage the various campaign components to strengthen the endowment and capitalize volunteer resources. As a result of this session, participants will…
- understand the various components that comprise a comprehensive campaign and how they work together to deepen the culture of philanthropy within your YMCA
- learn how to increase Heritage Club membership, build endowment assets and increase documented planned gifts
- discover creative ways to engage and motivate your volunteers.
Vision vs. Mission: How to Elevate Both in a Responsible Manner by Aligning Fundraising Efforts Location: Saturna
Sue O’Connor & Shona Eland, YMCA Victoria (Australia)
There’s a balancing act for today’s board members – focusing on the future while considering the organisation’s reason for being…our mission. In the Australian context, YMCA Victoria Inc. commenced a journey in 2010 to ensure that a strong governance framework guided our vision to deliver on our YMCA’s mission. This workshop shares the key milestones, processes and tools that have seen a novice in the development sector go from zero to $2 million in two years. As a result of this session, participants will…
- be provided with skills and knowledge on how to craft a board and governance framework that enhances the development opportunities.
- gain insight into the strategy that positions vision and mission in alignment
- take away 5 easy to use tools that can be applied to community fundraising campaigns
- provide a resource kit of corporate fundraising initiatives that have been tried and tested.
Positioning the YMCAs in Canada as a Charity of Choice Location: Roof Room
Meghan Reddick, YMCA Canada
This workshop will touch on YMCA brand valuation in Canada, the learning and how we are moving in this country to the development of a full brand strategy, our positioning and our approach to developing cause advocacy, cause marketing and coordinated philanthropy. As a result of this session, participants will…
- learn “What is brand value? How is it determined and why is it important?
- understand how our learning helped us to develop overall Brand Strategy and our Positioning
- understand our approach to developing cause advocacy, cause marketing and coordinated philanthropy.
Leveraging the Brand for Financial Development Location: Waddington
Erica Hess & Wendy Currie, YMCA of the USA
This presentation is for attendees who are well versed in the new brand standards and feel comfortable with the foundational elements of the voice and visual systems. We will structure this presentation with analysis of local Y materials as a platform for discussing creative visual and voice applications to support fundraising efforts. The presentation will conclude with a brief preview of upcoming resources. As a result of this session, participants will…
- leave with new ideas for ways to creatively apply brand elements
- have examples of voice and visuals in print and interactive formats.
People Power: Leveraging Powerful Grants Through Collaboration Location: Boardroom
Paul Andresen, John Guastaferro & Carolyn Carpenter, Anaheim Family YMCA
Learn the fundamentals of leveraging the power of relationships to create grant-winning strategies from a successful community collaboration that has generated over $50 million in grants over 10 years. Recently this YMCA led collaboration turned an initial $45,000 ACHIEVE grant into $1 million by making collaboration a central part of the story. Learn practical tips on engaging stakeholders, achieving shared vision with partners, promoting advocacy, and maximizing small wins to achieve powerful outcomes. As a result of this session, participants will…
- achieve greater grant-writing successes by maximizing community relationships
- engage stakeholders and achieve a shared vision with partners
- provide leadership to the collaborative process
- apply practical and proven grant-writing tips.
Time 2 Talk (for attendees at 2:15 pm workshop listed who want a more indepth discussion on the topic in a small group with presenter) Location: Moresby
- Nanci Rutledge, Len Masengale & Mark Leonard (Volunteer), YMCA of Greater Houston/Camp Cullen: Raising a Camp Full of Donations
- Adam L. Clevenger & Ryan T. Johnson, YMCA of the USA: Success is in the Details: Collecting, Evaluating and Using Annual Campaign Metrics
- April Benetollo, Daxko: Amping Up the Annual Campaign With Online Donor Pages