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Is your planned giving system working for you? BUILDING RELATIONSHIPS IS THE KEY TO BRINGING RESULTS! Crescendo’s GiftLegacy 3.0 eMarketing system is the only complete system that builds relationships and closes planned gifts. It includes a branded planned giving website with weekly fresh content; customizable royalty-free marketing literature and Provide and Protect bequest marketing; an online Wills Planner with a network of GiftAttorneys to complete the plan; Crescendo Pro Software for persuasive gift illustrations; CresMobile™— the first planned giving application for smartphones and tablets and much more. GiftLegacy 3.0 gives you all the tools you need to build relationships and deliver results.

Call to request your personalized demonstration of the GiftLegacy 3.0 eMarketing system. Visit our website to sign up to attend a Bequest Boom seminar in your area and learn how to effectively market wills and bequests.

www.CrescendoInteractive.com 800.858.9154

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W E L COME TO TH E CON FERE NCE ! You’re driven to advance your cause and improve lives — it’s that drive that brought you into the fundraising profession, after all. Now, let the International Conference on Fundraising help you take your expertise and your passion to the next level. Here, you’ll learn new skills, sharpen your thinking, develop innovative strategies and engage with the largest gathering of fundraising professionals in the world. This conference is more than simply a lineup of sessions and workshops. It’s an experience as unique and dynamic as the people you see around you. This is the time for conversation and dialogue, brainstorming and discovery, and above all, inspiration and idea sharing. Think of it as your opportunity to dream big and return home with a new outlook, a stronger plan and invigorated drive for the valuable work you do. Hold on tight, you’re embarking on a three-day journey in one of the world’s most beautiful and unique cities, where you’re bound to experience several all-important “a-ha” moments that will point you to greater fundraising success in the future.

p 8 - 11 •฀Vancouver Centre Floor Plans

p 12 Daily Activities & Sessions •฀Friday – Saturday

p 16 - 18 Daily Activities & Sessions •฀Sunday

You’re here, now take advantage of all the international conference has to offer!

p 20 - 33

C O N T ENTS We know our conference program is pretty big (there’s a lot going on here), so we’ve created a color code to help you plan your days. Look to the right margin to find the codes for sessions, days, speakers, maps, directories and more — all driven to guide your journey and inspired by the natural beauty of Vancouver.

Conference Pullout - AFP Marketplace Floor Plan

•฀Agenda at a Glance •฀Sponsors & Strategic •฀Partners

- Grid of Educational Sessions

- Marketplace Index by Category

Daily Activities & Sessions •฀Monday

p 34 - 45 Daily Activities & Sessions •฀Tuesday

p 47 - 49 General Sessions Diversity Programs Community/Exhibitor Receptions

p 50 - 83 Marketplace Directory

p 87 Ad Index

p 88 - 89 Officers and Directors

The Association sociation of Fundraising Professionals would lik like to thank the following companies for their generous support.

Presented by

Major Sponsor

Supporting Sponsors Avectra

The Chronicle of Philanthropy

Changing Our World Inc.

The Nonprofit Times

Freeman Philanthropic Services LLC

ASI Sage THE ALFORD GROUP CCS Foundation Sponsor RuffaloCODY

AFP Strategic Partners and sponsors as of March 1, 2012

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Sponsors HIGHLIGHTS Registration Opens Saturday 8am - 5pm

50 International THE

Conference on Fundraising General Session Speaker Just Announced–Bert Jacobs, Co-founder and Chief Creative Optimist of Life is good®!

Life is good® spreads the power of optimism through its colorful collection of apparel and accessories and through its social mission to help kids overcome life-threatening challenges. Save the date for the 50th AFP International Conference on Fundraising April 7-9, 2013, in San Diego, California! The AFP International Conference offers the best professional educational opportunity to fundraising professionals from around the world. DRIVE 2012 | 3

AFP Bookfair Opens Saturday 8am - 5pm Opening General Session Scott Harrison Hall A 2:30pm - 4pm Stay Connected afpmeet.org #afpmeet

PROGRAM SCHEDULE Friday, March 30, 2012

AFP Pre-conference Workshops Multiday AFP workshops begin, such as the AFP CFRE Review Course and AFP Fundamentals of Fundraising Course! (fee extra)

8:00 am - 5:30 pm

Saturday, March 31, 2012

8:00 am - 5:30 pm

AFP Pre-conference Workshops Multiday AFP workshops continue and half-day and full-day workshops such as the CEO School, Consultants School and more are offered! (fee extra)

Sunday, April 1, 2012

9:15 am - 10:15 am

Hour of Reflection (Doors open 9:00 am, Room 301 - 305)

10:30 am - 11:45 am

49th International Conference Education Sessions Begin

Noon

Marketplace on Fundraising and Philanthropy Grand Opening Your fundraising resource, Hall C

1:00 pm - 2:00 pm

Affinity Networking Sessions

2:30 pm - 4:00 pm

Opening General Session with Scott Harrison (see pg.47)

4:00 pm - 5:00 pm

Marketplace Open, Hall C

5:00 pm - 8:00 pm

Community Night Events (see pg.48)

Monday, April 2, 2012

8:00 am - 9:15 am

Education Sessions

8:45 am - 4:00 pm

Marketplace on Fundraising and Philanthropy, Hall C Your fundraising resource

9:30 am - 11:00 am

Monday General Session, Hall A AFP & NextGen:Charity Experience with Liz Wiseman, Norm Brodski and Al Pittampali (see pg.47)

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Agenda at a Glance 1:15 pm - 4:00 pm

Education Sessions

HIGHLIGHTS

4:30 pm - 6:00 pm

Exhibitor Receptions (see pg.49)

5:00 pm - 8:30 pm

Networking Night! View Vancouver Tours (tickets required) Yaletown Dinearound (see pg.12)

Registration Hours

9:00 pm - 11:00 pm

AFP After Dark Party at the Fairmont Hotel Vancouver. Presented by Insurance Auto Auctions/ Impact Auto Auctions FREE! (see pg.19)

Tuesday, April 3, 2012

8:00 am - 10:15 am

Education Sessions

8:45 am - 12:30 pm

Marketplace on Fundraising and Philanthropy Your fundraising resource, Hall C

12:30 pm - 1:30 pm

Education Sessions

2:00 pm - 3:30 pm

Tuesday General Session, Hall A Maurice G. Gurin Lecture on Philanthropy with Wayne Gretzky (see pg.47)

3:30 pm

Conference Closes

REGISTRATION Saturday Sunday Monday Tuesday

8:00 am - 5:00 pm 7:00 am - 5:00 pm 7:00 am - 4:00 pm 7:00 am - 3:00 pm

MARKETPLACE ON FUNDRAISING & PHILANTHROPY Sunday, April 1

Noon - 2:30 pm 4:00 pm - 5:00 pm

Monday, April 2

8:45 am - 4:00 pm 11:00 am - 1:15 pm Expo Only!

Tuesday, April 3

8:45 am - 12:30 pm 10:15 am - 12:30 pm Expo Only!

BOOKFAIR Saturday Sunday Monday Tuesday

8:00 am - 5:00 pm 8:00 am - 5:00 pm 8:00 am - 4:00 pm 8:00 am - 3:30 pm

DRIVE 2012 | 5

Marketplace Hours Bookfair Hours Stay Connected afpmeet.org #afpmeet

Have Vancouver in the Palm of Your Virtual Hand – Check Out AFP’s Online Experience! There’s a whole virtual conference experience waiting for you on AFP’s vast network of social media sites and forums. Be sure to visit and bookmark the following offerings to enhance your conference value before, during and after the main event! Also remember to check out the AFPeeps — AFP’s social media vanguard team! These savvy members will engage you with a running dialogue of the sights and sounds (but not smells — still working on that technology) of Vancouver on Twitter, Facebook, blogs and more, so be sure to follow them. And stop by the AFP Hub in the Marketplace to meet the AFPeeps and learn how to ramp up your social media efforts! AFP Online The official AFP2012 Conference website is: conference.afpnet.org. This is your one-stop shop for all the nuts and bolts of the Vancouver Conference — sessions, speakers, exhibitors and more! afpmeet.org In addition, we have afpmeet.org, the exclusive conference mobile site attendees can use to search sessions, speakers and exhibitors, and create personalized schedules right on your smartphone, tablet or laptop! Simply access afpmeet.org on your device browser and you can: •฀ Search the conference schedule, access a model schedule based on your experience level or create a personalized daily schedule •฀ Search speakers and exhibitors, and access the exhibitor floor map •฀ See who’s attending and connect with your peers •฀ Follow the conference on Twitter and the dedicated #afpmeet hashtag feed •฀ Access daily updates and videos about the conference •฀ Stay connected — keep afpmeet.org open on your smartphone all conference long! #Twitter Stay on top of all conference and Vancouver details — follow us on Twitter! You can find us at @afpihq and our evergreen conference and event hashtag is #afpmeet. And don’t forget to follow the AFPeeps! Facebook In addition to our AFP [facebook.com/AFPFan] and AFP Canada [facebook.com/AFPCanadaFan] Facebook pages, we have a special fan page for the 2012 Vancouver conference: facebook.com/AFPConferenceFan. Visit and see what’s going on! LinkedIn There is always a lively discussion happening on AFP’s LinkedIn page - linkedin.com/in/afpihq - especially in our conference discussion group! AFP2P

AFP’s exclusive members-only community, AFP2P, p2p.afpnet.org — features a special 2012 Vancouver conference group where members can meet up; share and exchange profile information, documents and photos; and continue their experience once the actual event is done!

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Blogs The AFP Conference Blog conference.afpnet.org/blog.cfm is the voice of the Vancouver conference! Are you planning to blog about Vancouver? Have information you think attendees would like to know? Email your site and details to webmaster@afpnet.org.

AFP Online

Meet the AFPeeps!

HIGHLIGHTS

facebook.com/ AFPFan AFP has brought together its savvy social media mavens to comprise AFP’s inaugural social media vanguard team for the Vancouver conference. Simply scan the QR code below to get a complete listing of the AFPeeps as well as quick links to all their online activity. Rev up your conference experience – follow the AFPeeps on Twitter, Facebook and their other sites!

AFP2P p2p.afpnet.org

In addition, the AFPeeps will be offering mini-tutorials at the AFP Hub on how to get the most from your social media sites – these sessions will be listed on the QR. Be sure to stop by the AFP HUB to meet the AFPeeps!

Stay Connected afpmeet.org #afpmeet

AFPeeps Tweet-Up! Achieve and Forte Interactive are proud to host #AFPMEET, a conference “Tweet-Up” in Vancouver to connect fundraisers and social media ambassadors. Come join the AFPeeps at our official Tweet-Up, Sunday April 1 from 5:30 – 7 p.m. at Moose’s Down Under (830 West Pender Street), just a five-minute walk from the conference!

DRIVE 2012 | 7

Things to Know… Where To Eat Light fare will be provided in the Marketplace during the following hours: Sunday, April 1 11:45 am - 1:00 pm Monday, April 2 11:30 am - 1:00 pm Tuesday, April 3 11:15 am - 12:30 pm Coffee Breaks will be provided in the Marketplace Sunday, April 1 4:00 pm - 5:00 pm Tuesday, April 3 10:15 am Restaurant Reservations Vancouver Convention Centre, Level 1 Lobby Saturday, March 31 10 am - 5 pm Sunday, April 1 10 am - 5 pm Monday, April 2 10 am - 3:30 pm Coat/Luggage Check Vancouver Convention Centre, Thurlow St. Entrance, Under Grand Staircase Coats - $2 each; Luggage - $3 per piece Sunday, April 1 8:30 am - 5:30 pm Monday, April 2 7 am - 4:30 pm Tuesday, April 3 7 am - 3:30 pm Badge Identification Badges MUST be worn at all times! They are your pass to enter the conference events. It is your only passport to enter the general sessions, the Marketplace and educational sessions. Along with your event tickets, your badge will admit you to all nonprivate ticketed meals and social events. Badges will differ in appearance according to the package purchased and time you registered. Conference Recording Sales Desk Vancouver Convention Centre, Level One Lobby *NEW* The Hot Topic sessions on Sunday will be Video recorded and available for purchase! Audio recordings of most of the educational sessions will also be available for purchase during and after the conference. You may order the conference recordings after the conference via the Web at afp.peachnewmedia.com.

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Do we have Wi-Fi? Of course! It will be available Saturday through Tuesday of the conference at the Convention Centre, but you do need the user name and password. They are: SSID name: AFP_2012 Password: conference

Children No one under the age of 18 is permitted to attend any conference events, unless formally invited by AFP (such as award winners, honorees, etc.). If you choose to bring a child or children to the AFP conference, you are responsible for obtaining your own child care arrangements. Children are not permitted in the Marketplace or in any educational sessions in the convention centre or hotels. No Smoking To provide a safe and healthy environment, the Vancouver Convention Centre has a no smoking policy in all areas. There are areas outside the building where smoking is permitted. Alcoholic Beverage Policy AFP encourages the responsible use of alcohol at official social events. Please help AFP comply with the law by providing proper identification when servers ask. Cell Phones Please turn off cell phones during the general session and educational sessions. Dress Code Dress is casual for the meetings and sessions. You might want to bring a sweater or light jacket, as meeting rooms in the Convention Centre can be cool. AFP Media Room Vancouver Convention Center, Room 105 All public relations, newspaper, radio and television contacts, including media interviews are handled through the Media Room. Pre-registered media representatives should pick up their badges, passes and materials at the registration desk in the Media Room. First Aid Station The First Aid Station will be open Saturday, March 31 – Tuesday, April 3 during conference hours. In the event of an emergency, simply pick up any house phone and dial 7500 (from a cell phone, dial 604-647-7500). This connects to the Centre’s Emergency Hotline.

Hour of Reflection Vancouver Convention Centre, Room 301-305 (Doors open at 9:00 am) Sunday, April 1 9:15 - 10:15 am Whatever your religious and spiritual path, join us in honoring the sacred in all of life. Whatever your language of prayer, come and hear words of celebration from many traditions. Inspired local leaders and excellent musicians from various traditions invite you to participate in a time of song, story, music, meditation, reflection and prayer.

Things You Need to Know HIGHLIGHTS Yaletown Dinearound Monday Night (see page 12)

The team leader for this sacred hour is Tim Scorer who works in the areas of spiritual accompaniment, interfaith dialogue, retreat leadership, small group facilitation, and organizational consulting. He also collaborates with faith leaders in the U.S. in creating educational study materials.

AFP Gives Back to Dress for Success

AFP Gives Back to Dress for Success Sponsored by Sage

Marketplace Opens Sunday at 12pm

AFP is offering a unique way for International Conference participants to give back! We are partnering with Dress for Success, a charity that promotes the economic independence of disadvantaged women by providing them with professional attire, networking support and career development tools.

AFP Bookfair opens Saturday at 12pm

Donate new or gently used professional womenâ€™s (or unisex) accessories, such as belts and scarves, but especially handbags and computer cases or brief cases/bags, to Dress for Success. We also invite conference attendees to write notes of encouragement to Dress for Success participants and help them on their journey to self-sufficiency. Lighten your luggage and give some accessories to this worthy cause! Visit the booth located at the entrance of the Marketplace on the Exhibit Hall Level.

Stay Connected afpmeet.org #afpmeet

DRIVE 2012 | 9

West Exhibition LOA I

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CORRIDOR SPACE AVAILABLE WHEN ROOMS COMBINED

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EXHIBITION HALL

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MARKETPLACE

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FIRST AID

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THURLOW STREET ENTRANCE PRE-FUNCTION SPACE ENTRANCE LOBBY ELEVATOR

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OOLE LA A

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FREI HT ELEVATORS

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OVER EXHIBITION LEVEL ESCALATOR TO/FROM EXHIBITION LEVEL

AR A E ENTRANCE

CANA A

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ESCALATOR TO/FROM LEVEL 2

ELEVATOR

LACE

STAIRS TO/FROM ENTRANCE LOBB

RAM TO/FROM ENTRANCE LOBB

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B RR AR STREET ENTRANCE ENTRANCE LOBB

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BURRARD STREET ENTRANCE

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TO EAST BUILDING (VIA UNDERGROUND CONNECTOR)

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Vancouver Center Floor Plans

E A LATOR TO RO LEVEL

222 221 223

E A LATOR TO RO LEVEL

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HIGHLIGHTS Marketplace in West Exhibition Hall C & B

215 216 217 218 219

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202 203 204 205 206 207 208

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West Level 3

Stay Connected afpmeet.org #afpmeet

TERRACE

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305 304 303 302 306 301

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TERRACE

DRIVE 2012 | 11

Yaletown is Vancouver’s Dining District, with Discount Monday Night

Yaletown is Vancouver’s trendy and upscale renovated warehouse district, boasting a huge variety of restaurants, sports bars and late-night lounges. A number of restaurants will be offering special goodies & discounts just for AFP delegates who make reservations at www.yaletowninfo.com/conference/afp or see the restaurant reservations desk in the registration area by the evening of Monday, April 2. Yaletown’s converted heritage buildings are now home to a dense mixture of condominium and loft residences, some of the city’s top fashion and design shops, cutting-edge restaurants, cafés and bars, late-night entertainment and destination retail boutiques. Described as “Canada’s hippest neighborhood” and a “foodies delight,” Yaletown sets the table with more than eighty restaurants and cafés, with menus to suit every taste.

Yaletown is a healthy walk or a quick cab ride from the center of downtown Vancouver, and is situated along the new Canada Line subway (YaletownRoundhouse station). There’s also going to be a welcome area at Yaletown Park. The Yaletown Team will be wearing branded jackets and will welcome guests, tour them to their restaurant of choice and answer any questions that they may have. You just have to make your reservations first by going to www.yaletowninfo.com/conference/afp. There will be a series of welcome AFP signs throughout the dining district, as well as AFP door signage at every participating restaurant. This will assist diners to locate their restaurant and orient themselves to the district.

This dynamic neighborhood is home to Zagat five-star-rated restaurants, many of which have also received “Golden Plate” awards, annual “Best of” awards and have even competed in international chef and bartender events. The chefs of Yaletown are as inventive and unique as the fashionable boutiques and gift shops of the area.

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Photo Credit: Natalia Bratslavsky / Shutterstock.com

Pre-Conference Learning Opportunities Pre-Registration Required Friday, March 30, 2012 - Saturday, March 31, 2012 A1: AFP CFRE Review Course Friday, March 30, 2012 Saturday, March 31, 2012

8:00 am - 4:30 pm 8:00 am - 4:30 pm

The CFRE Review Course offers development professionals an opportunity to review the main components of a complete fundraising program. It is a two-day, intensive program that provides an overview of skills, techniques and program components based on fundraising experience at the fiveyear level. Unlike earlier versions of the course, this newly revised course is organized around the domains of the CFRE examination rather than specific fundraising strategies. No onsite registration, Lunch is on your own Room 118-120

A2: AFP Fundamentals of Fundraising Course Friday, March 30, 2012 Saturday, March 31, 2012

8:00 am - 5:30 pm 8:00 am - 5:30 pm

The Association of Fundraising Professionals (AFP) is offering an education program designed to help organizations be more effective and efficient – and raise more funds. The AFP Fundamentals of Fundraising Course offers a complete overview of an integrated development office and program, featuring current information and techniques. This two-day experiential learning program includes case studies and projects for groups and individuals, making the learning experience both substantive and enjoyable. Participants will develop skills and gain knowledge that can be tailored to their particular organization. The information you learn and the relationships you develop will be invaluable to you and your organization, and will assist you for years to come. No onsite registration, Lunch is on your own Room 121-122

A3: AFP CEO School — You’re Good, But Could You Be Great? With Bernard Ross, Director, The Management Centre & Sudeshna Mukherjee, GlobalGiving Saturday, March 31, 2012 9:00 am - 5 :00 pm This challenging session will explore the key issues that a nonprofit CEO must address to ensure organizational and fundraising success – innovation, leadership and change. Specifically we will help you look at: •฀ Emotional Intelligence in Leadership •฀ Taking Charge of Change •฀ Good to Great The session will involve case studies, examples, and exercises to challenge you and help you be a more effective CEO — ready to lead a Great organization. The workshop will be lead by Bernard Ross, Director of =mc, a global management consultancy working exclusively with nonprofit organizations. He is the author of two best-selling books on innovation and influence. Joining Bernard will be Sudeshna Mukherjee, who currently serves with GlobalGiving’s project team in Washington, D.C. Sudeshna supports GlobalGiving’s open access intiative and devises strategies for better engagement of social entrepreneurs to host projects and raise funds through the website. Room 202-204 Lunch is on your own

DRIVE 2012 | 13

Fri.-Sat. Daily Activities & Sessions

HIGHLIGHTS Registration Opens Saturday 8am - 5pm AFP Bookfair Opens Saturday 8am - 5pm Stay Connected afpmeet.org #afpmeet

Friday, March 30, 2012 - Saturday, March 31, 2012 A4: The Consultant’s School

A5: Major Gifts Workshop

With Michelle Cramer, CFRE, President & CEO, Cramer & Associates and Dean of the Consultant’s School; Peter Fissinger, President, Campbell & Company; Hank Goldstein, President, Oram Group; Sarah Howard, CFRE, President, Compton Fundraising Saturday, March 31, 2012 9:00 am - 5:00 pm

With Karen Osborne, President, The Osborne Group, Inc. Saturday, March 31, 2012 9:00 am - 12:00 pm

The AFP & Giving Institute Consultants School is back! Hailed as the most candid, insightful and comprehensive training ground for practicing consultants and those who are considering the field of consulting, you won’t want to miss this school offered only once a year. The Consultants School is for the following: •฀ Consultants who have been practicing for five years or less. •฀ Individuals thinking about becoming a consultant. •฀ Individuals considering starting a consulting practice/firm. Topics Include: •฀ The Biggest Mistakes Consultants Make & How to Avoid Them •฀ So You Think You Want to Be a Consultant: What You Need to Know •฀ The Good, the Bad and the Ugly of Consulting •฀ Contracts, Proposals & Fees Room 205-207

Meeting new people on behalf of your institution can be daunting if you are unprepared. Making sure those meetings help advance relationships toward a joyful “yes” to a major gift can be tricky. Join us for a fun, experiential session on socializing with a purpose, strategy and grace. We’ll explore how to plan and maximize professional opportunities when meeting new prospective donors at events and other social settings. Find out how to approach people; how to start, maintain and end conversations graciously; how to create opportunities for strategic follow up; and how to work as a team member with professional colleagues. You will walk away with: •฀ Fresh ideas •฀ Concrete strategies •฀ Renewed confidence •฀ Increased skills in planning, implementing and following up on events that result in increased leadership and major gifts Room 220

A6: Small Shop Success Workshop: Juggling 101— Knowing How to Keep the Right Development Balls in the Air With Amy Wolfe, MPA, CFRE, Executive Director, AgSafe Saturday, March 31, 2012 1:00 pm - 5:00 pm Executive and development directors of small shops regularly face the challenge of determining how best to use their human and financial resources to further their development program. Juggling 101 — Knowing How to Keep the Right Development Balls in the Air — will help the leaders of small shops, either executive directors with development responsibility or development directors working alone or with limited personnel, develop a system for determining the right components for their development program. In this workshop, we will cover: •฀ How to conduct an organizational overview •฀ What fund development tools should be considered and their strengths/opportunities for improvement given the organizational overview •฀ How to then formulate a plan Room 220

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A7: Joy of Donors Workshop With Sean Triner, Co-Founder, Pareto Fundraising, Ultimo, NSW Saturday, March 31, 2012 1:00 pm - 5:00 pm Joy of Donors–how delighting supporters can delight you too – and raise loads of money for your cause. This comprehensive workshop features international award-winning case studies, real results and lots of practical tips to take back to your workplace. In turn it will help you to raise more net income for your organization. It will also include new learnings and exciting developments from the online and telefundraising world. If you are just starting out in fundraising, or if you have had plenty of experience, this fantastic session will provide some inspiring and useful tools to ensure your fundraising programs are robust and on track. Room 223-224

Daily Activities & Sessions

HIGHLIGHTS Registration Opens Saturday 8am - 5pm

Registration is available on a first-come-first-served basis for some sessions with limited seating per course offering. Lunch is on your own.

AFP Bookfair Opens Saturday 8am - 5pm

Scholarship for AFP Member ! Master of Science Nonproit Management and Philanthropy

Stay Connected afpmeet.org #afpmeet

Master of Science Strategic Fundraising and Philanthropy Master of Science Higher Education Administration ASk How your grAduAtE crEditS MAy trANSFEr! AccElErAtEd ForMAt – You can inish your degree in 1 to 2 years. grAduAtE cErtiFicAtES AvAilAblE – In 9 areas of study. oNliNE or oN cAMPuS!

THE GRADUATE SCHOOL

rElEvANt – Learn cutting-edge skills and theory you can put into practice immediately. QuAlity – All courses are taught by highly skilled faculty practitioners.

Stop by our booth #838 for more information OR to enter our rAFFlE for a kiNdlE!

www.baypath.edu/graduate 800.782.7284 ext.1332 nonproit@baypath.edu DRIVE 2012 | 15

Sunday, April 1, 2012 10:30am - 11:45am FREE Pre-Conference Sessions on Today’s Hot Topics! HT1: Winning Conversations We often fall into the trap of focusing so much on the details of the goals and progress of our organization that we use the same conversations to promote it without taking the necessary step to hand-tailor our donor conversations to truly resonate with individual personalities and lifestyles. Through numerous dialogues and real success stories this session will provide concrete examples of turning the repetitous conversations we have with donors into dynamic and engaging conversations that will solidify our relationships and expedite the time it takes to cultivate, ask and steward these donors for their lifetimes. Laura Fredricks, Laura Fredricks, LLC, New York, NY BALLROOM A Advanced Level

HT2: First Timer’s Orientation Come learn the ins and outs of the AFP International Conference on Fundraising! Orient yourself with the “don’t miss” opportunities at our conference, while networking with other first timers. Additionally, you will hear tidbits on everything from the venue, networking, to the education sessions and more! *Please bring this program to follow along! Ann Fritschner, ACFRE, Raising Funds Effectively, Hendersonville, NC ROOM 118-120 Novice Level

HT3: Mission, Mindset and Major Gifts — The Magic of the Board Partnership Our Board can be our best partners in creating the genuine relationships that lead to successful major giving. Discover how to help your board embrace a mindset for major gift success that produces long-term significant success for support of your mission. Marcy Heim, CFRE, AFP Master Trainer, Artful Asker LLC, Madison, WI ROOM 211-214 Intermediate Level stay connected: afpmeet.org

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HT4: Beyond the Basics: Social Media Strategy for Your Nonprofit You’ve heard the hype, so you put up a Facebook page and set up a Twitter account. Now what? And how does Google+ fit in? Fundraising coach and social media strategist Marc A. Pitman will show you how to coordinate your efforts and use each platform most effectively. Marc A. Pitman, CFCC, The Fundraising Coach, Waterville, ME ROOM 301-305 Intermediate Level

12:15pm - 1:00pm BUZZ6: A New Era in Fundraising: Expectations Changed by Innovation How do you engage with donors? Has it become more challenging because of today’s rapidly changing innovation? With so many distracting and competing sources for attention, contributions and volunteerism, nonprofits are facing challenges in gaining repeat and new donations due to changing donor expectations. From Google to Facebook, the App Store and Groupon, there seems to be an unlimited amount of information and access for nearly free. How can your organization stand out amongst the crowd and keep up with donor expectations? Donors want to feel valued for their contributions and connected to their causes constantly! It’s time to start leveraging innovation and stop competing with it. Move away from the transaction relationship that defines many nonprofits to a more social, human relationship. This session will cover utilizing external social media monitoring, CRM Integration, online communities, member scoring and more. Regain relevance and exceed donor expectations with your own innovation for now and years to come! Sterling Raphael, Avectra, McLean, VA Buzz Theater – Hall C Intermediate Level

1:00pm - 2:00pm Affinity Networking Sessions Come network and share with others in various Affinity Networking Sessions on African American, Arts/Cultural; Asian; Association Foundations; Education; Faith-Based; Gay, Lesbian, Bisexual, and Transgender (GLBT); Health; Hispanic; International Fundraising; Jewish; Public Radio/ TV; Rural; Young Professionals, small nonprofits and Youth in Philanthropy. West Ballroom B

1:15pm - 2:00pm BUZZ1: Flip the Pitch to Attract and Keep Volunteers Members join an organization for varying reasons, but they are never more enthusiastic than in the beginning. Volunteering is one of the best ways to meet people and scrub the stiff, uncomfortable newness off a membership. Despite the benefits, few organizations have created volunteer roles that ease-in new members or communications programs to let them know what opportunities are available. It takes some time and prep work by your current volunteers, but it will pay off in reduced workload and easier transitions. This presentation will identify what is going wrong in many volunteer relationships and how to structure and communicate opportunities that are focused on addressing the core desire to volunteer. Beth Brodovsky, Iris Creative Group, Inc., Plymouth Meeting, PA Buzz Theater – Hall C Intermediate Level

CAREER1: CFRE — Should I or Shouldn’t I? At the Crossroads of Certification You’ve heard about it. Your colleagues may have it. But should you do it? Will it make any difference? Wonder if you’ll be successful? Join a whirlwind tour of professional certification and the CFRE credential. And bring your toughest questions. CFRE certification is the base-line credential for professional fundraisers. It is an important aspect of your career planning and trajectory, and a key identifyer of a credible profession. Together we’ll explore the value of certification, distinguish certification from other academic programs and certificates and reflect on the need for continuing professional development and learning. Be introduced to CFRE’s Test Content Outline. Use it to enhance your professional practice and learn how it informs the CFRE examination. Then draw on the experience of others to develop your own plan to prepare for the exam. The most common CFRE myths will be shattered and your most pressing questions will be answered so you can face your certification crossroads with confidence! Eva Aldrich, CFRE, CFRE International, Washington, DC Career Development Theater – Hall C Intermediate Level

FUND1: Nine Ways to Reinvigorate Your Grant-Writing Program! Discover nine practices you can implement today to energize your grant-writing staff, your grant proposals and your donors. Give your grant writing program a kick in the pants. If your grant program isn’t contributing significantly to your fundraising program, this workshop will provide effective strategies to rethink, repurpose and revive the grant-writing function. These proactive principles for grantwriting success will have a positive impact on your donor relations, communications and grant writing programs. Learn how grant writing can do more for your organization than earn funds. Victoria M. Johnson, CFRE, City of San Jose, San Jose, CA

Fundraising101 Theater – Hall C Intermediate Level

HIGHLIGHTS Opening General Session Scott Harrison Hall A 2:30pm - 4pm

SUNDAY Daily Activities & Sessions

HIGHLIGHTS Registration Opens 7am - 5pm AFP Bookfair Opens 8am - 5pm Marketplace Opens Noon - 2:30pm 4 - 5pm Community & Exhibitor Receptions (see page 48) Stay Connected afpmeet.org #afpmeet

DRIVE 2012 | 17

1:15pm - 2:00pm

2:30pm - 4:00pm

IE1: Publishing a Book in the AFP/Wiley Fund Development Series The AFP/Wiley Fund Development Series provides fund development professionals, board members and more with top-quality publications that help advance philanthropy as voluntary action for the public good. The goal is to provide practical, timely guidance and information on fundraising, charitable giving, nonprofit management and related subjects. If you are interested in writing a book that shares your particular expertise and can help fundraising professionals do their jobs better, please join us to learn more. First-time authors are always welcome!

Scott Harrison, Founder & President, charity:water Hall A General Session *Reference page 47 to read more about Scott Harrison and our featured general session speakers.

Steven Miller, CFRE, Reston Interfaith, Reston, VA Susan McDermott, John Wiley & Sons, Inc., Hoboken, NJ

Information Exchange Theater – Hall C Novice Level

Experience Sweet Success Visit Us at Booth #614 for your FREE Godiva Chocolate Treat (available to the first 100 visitors each day)

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Strategic Marketing and Mailing 800-871-4524 • StrategicMail.com

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AFP AFTER FTE DARK AR Daily Activities & Sessions

In Montreal it’s “Stereo.” New York has “Cielo.” Miami “Club Space,” and Toronto “The Guvernment” are the places to see and be seen, but for one night the hottest spot in Vancouver will be AFP After Dark. After a busy day of extraordinary conference sessions, networking and exploring Vancouver make sure you stop in at the Fairmont Vancouver Hotel for AFP After Dark. Open for one night and one night only, the DJ will be spinning the music every fundraiser loves to dance to, along with cash bars and light snacks. The International Conference’s place to be seen. Be there! MONDAY, APRIL 2, 2012 • 9–11 PM FAIRMONT VANCOUVER HOTEL • PACIFIC BALLROOM PRESENTED BY

Thanks to Insurance Auto Auctions... You’ve made it on the VIP list at the AFP After Dark party! DRIVE 2012 | 19

Monday, April 2, 2012 8:00am - 9:15am HT5: Orrin Hudson, of Be Someone, Inc., presents, Creating Visibility for The Least, The Last & The Lost USA Today’s Life section ran a full front page and a half on Orrin Husdon’s journey from Alabama state trooper to teaching chess to at-risk children that he describes as the least, the last and the lost. Orrin Hudson begins with a short video of the publicity that has been generated to get visibility and funding for Be Someone, Inc., his nonprofit organization dedicated to using numerous tools, including the game of chess, to promote self-esteem, responsibility and analytical thinking. In this presentation, fundraisers will discover the street smart common sense that Orrin uses to attract and harness visibility for low to no-cost publicity.

Room 301 - 305 Intermediate Level

ACFRE2: Defining Your Leadership Role in Promoting Ethical Practice Approved for 1.25 ACFRE Leadership Credits This session will draw upon the experience and participation of this group of senior-level professionals. It will offer an opportunity to plan a personalized approach to implementing your own strategy for the delivery of a program that educates and promotes ethical practice for your organization or constituency. Barbara Levy, ACFRE, Organization & Fundraising Counsel, Tuscon, AZ

ROOM 210 Advanced Level

ACFRE7: Navigating Change: The Three Stages of Board Development Approved for 1.25 ACFRE Management Credits As members of your fundraising team, board members may be unengaged, passively engaged or fully involved. Based on best practice benchmarks, participants will explore stages of board engagement. Participants will use a series of progressive activities designed to help board members connect with their passion, embrace the need to foster change and successfully transform the board culture from unengaged to fully involved. Robbe Healey, ACFRE, Aurora Philanthropic Consulting, West Chester, PA

ROOM 109 Advanced Level

AG2: Scared to Ask? Attention Executive Directors and Development Directors: Want to raise significantly more money this year? You can do that by incorporating faceto-face, individual fundraising into your development plan. Did you know that individuals give more than 80 percent of the philanthropic dollars in this country each year? If you focus the majority of your time and attention soliciting corporations and foundations, you have a huge opportunity to raise more money. Come learn how to do face-to-face fundraising for the first time, and integrate individual donations into your annual fund. We will explore the who, what, when, where and why of fundraising from individuals as well as discuss how to get a first meeting, cultivate and solicit gifts from individuals, and deal with “no.” William Bartolini, Ph.D., ACFRE, The George Washington University, Washington, DC; Amy Eisenstein, MPA, CFRE, Tri Point Resources, Westfield, NJ

ROOM 110 Novice Level

CC1: The Next Generation of Donors This presentation challenges your assumptions of Millennials, and, in some cases, finds that they are more like traditional donors than you may think. Millennials have grown up more tech savvy than past generations and expect to be able to connect with nonprofits digitally, but they also want to build a relationship offline. The presentation will connect the 2011 Millennial Study research data with strategies for nonprofits to adapt to better reach this demographic. We will showcase best-practice examples from nonprofits excelling at reaching new donors and building a new approach to engaging the next generation. Derrick Feldmann, Achieve Guidance, Indianapolis, IN

ROOM 205-207 Intermediate Level

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CF1: The Evolution of Cause Marketing Cause marketing and mutually beneficial business and community partnerships have grown and evolved over the past five years as both sides have seen how the benefits and new opportunities such as social media change the game. Want to get started or increase your success at building alliances with corporations? This session provides the latest innovations and insights to help build a solid foundation to propel any organization’s work in the cause-marketing field. Rich with case studies, this powerful program covers such critical issues as setting goals and expectations, achieving organizational buy-in, prospecting and getting meetings, creating winning proposals and closing deals. Brent John Buechler, Calgary Public Library Foundation, Calgary, AB; Jocelyne Daw, JS Daw & Associates, Calgary, AB

ROOM 118 Intermediate Level

DR2: The Joy of Storytelling Every expert says, ‘’Tell stories! That’s how you raise the big money in fundraising!’’ But how? What are the best ways to tell fundraising stories? Individual fundraising strategy, no matter how good, needs sticky stories. With real examples the session shows how to interview, gather information and turn your story into the kind of “sticky” story that makes people give, whether for major donors, direct-mail letters, websites or on the phone. Participants will leave with a much improved version of their story, and at least one will win a decent prize. Sean Triner, Pareto Fundraising, Ultimo, NSW

ROOM 202-204 Advanced Level

DS6: Connecting With the 3D Donor As fundraisers, we all speak to our donors’ brains. Some of us speak to their hearts. Very few of us have a clue how to speak to their souls. Yet, our donors live their lives, moment to moment, in all three states. In order to form deep and loyal human connections with our donors we need to learn to “speak in 3D”. More than that, your donors are well aware that they live in 3D. Our original quantitative research in Canada tells us that 78 percent of donors say that their giving is an extension of their spiritual beliefs, and 93 percent of donors say their giving is an essential part of their human experience. Donors want to hear from charities in 3D, and it’s incumbent upon us to learn how to speak in this language. The seven passion tools are brought to life by means of the printed word, visual images, storytelling and compelling video. Participants will laugh many times, and cry at least once. Rory Green, Canadian Cancer Society, BC and Yukon Division, Vancouver, BC; Fraser Green, CFRE, Good Works, Ottawa, ON

ROOM 221-222 Intermediate Level

DS7: Half the Fun is Getting There: How the Supporter Journey Will Help You Reach Your Goals and Make You Love Your Job Again As development offices evolve to focus more on the lifetime value of a donor, fundraising has become more about the journey than the destination. But are you providing your supporters experiences that continually motivate them to help you thrive? In a world where communicating is complex and every investment is scrutinized, it can be challenging to make supporter experiences meaningful. In this session we’ll coach on how to move beyond “donor management” to the “supporter journey” where you will use storytelling, targeting, personal interaction and ongoing cultivation to capture the hearts and minds of your supporters for a lifetime. Allison Van Diest, Blackbaud, Charleston, SC

ROOM 208-209 Intermediate level

DRIVE 2012 | 21

HIGHLIGHTS AFP Bookfair 8am - 4pm Book signing (see page 85) General Session AFP & NextGen: Charity Experience 9:30am - 11am Marketplace 8:45am - 4pm

Monday Daily Activities & Sessions

Expo Only 11am - 1:15pm Yaletown Dinearound (see page 12) AFP After Dark (see page 19) Stay Connected afpmeet.org #afpmeet

Monday, April 2, 2012 8:00am - 9:15am (Cont.) ET6: How to Talk to the Most Important People Eric Saperston loaded his “sexy kind” grilled cheese maker into his beat up VW bus and headed cross-country interviewing the world’s most interesting, powerful, and successful people. Celebrities like Billy Crystal and Henry Winkler (the Fonz), Respected Former Presidents and Jimmy Carter, top CEOs like the founder of Fast Company all took seats with Eric and traded priceless advice for, “a cup of coffee and a $1 Sexy Kind Grilled Cheese Sandwich.” What he learned from it became a film, a book, and a movement, but what you can learn from it is how to talk to powerful and influential potential supporters and donors and get them behind your cause. Eric is here on a journey of karma to help your cause, so bring your questions, your open mind and your willingness to live in wonder.

Eric Saperston, LIVE IN WONDER, Inc. NextGen:Charity at AFP Presenter ROOM 211 Intermediate Level

MG5: How to Successfully Involve Your Leadership and Volunteers with the ASK In this session we will explore the successfully proven ways and the language to use to fully engage your leadership and volunteers when asking for money. Participants will have ready-made tools to use to achieve immediate results when engaging their leadership and volunteers so that everyone in the organization is articulating the top fundraising priorities and asking for gifts to support these priorities. Emphasis will be on how to conduct the one-on-one meeting with each leader and volunteer and how to track their progress and challenges throughout all stages of this exciting new style of fundraising.

Laura Fredricks, Laura Fredricks, LLC, New York, NY ROOM 212-213 Intermediate Level

MKT8: Social CRM is Really About Strategies, Not Tools Discover how you can get started in social CRM with today’s technologies and how you can advance your social CRM initiative from beginner to expert. You’ll also learn 11 ways that organizations can use social data in their existing database and the social Web to discover more about their existing donors and community.

Sterling Raphael, Avectra, McLean, VA ROOM 215-216 Intermediate Level

MT2: Restructuring a Fund Development Office This session will examine all aspects of merging multiple fund development offices into one centralized function and the importance of assessment and staffing alignment to meet the newly redesigned contributed income goals of a larger entity.

Robin Cabral, CFRE, Sisters of Mercy Northwest Community, New Bedford, MA ROOM 220 Advanced Level

MT9: Donor-Centered Leadership Approved for 1.25 ACFRE Management Credits Backed by four years of research with 1,700 development professionals and more than 8,000 CEOs, board members and donors, Donor-Centered Leadership offers surprising statistical evidence about why good fundraisers move on prematurely and what it will take to keep them on the job longer and working productively. In plain language, author and researcher Penelope Burk shows employers how they can easily measure the real cost of premature staff turnover and the financial benefits of bringing this pressing problem under control. While Donor-Centered Leadership has much to say about fundraising managers and decision makers, it also reveals what young fundraisers want, illustrating an urgent need to help them gain experience more quickly to address the coming exodus of senior practitioners who are verging on retirement. Donor-Centered Leadership also offers sobering insights into leadership volunteers’ lack of confidence about their own fundraising abilities, offering practical solutions on how to turn a hesitant, under-productive board into one that fundraisers are proud to serve.

Penelope Burk, Cygnus Applied Research Inc., Chicago, IL ROOM 223-224 Advanced Level stay connected: afpmeet.org

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PG4: The Impending Death of Unrestricted Gifts For the last 30 years, charities have depended on unrestricted gifts from the World War II generations. With the baby boomers in their peak earning years and entering retirement, there has been a significant generational shift in the donor base. In this session, Brian will share the findings from his book with Robert Wahlers, The Philanthropic Planning Companion: A Charitable Giving Guide for Fundraisers and Advisors, exploring why this change in generational cohorts will make unrestricted gifts an endangered species. These changes make it absolutely vital for charities to embrace not only donor-centered fundraising but also a philanthropic planning approach with prospects. If you want to know how to build a 21st century individual gifts and gift planning program that takes into account the thoughts and behaviors of the next generations of donors, don’t miss this session.

Brian Sagrestano, CFRE, JD, Gift Planning Development, LLC, New Hartford, NY ROOM 306 Advanced Level

Eli Jordfald, CFRE, University of North Carolina at Chapel Hill, Chapel Hill, NC; Joyce Mitchell-Antoine, CFRE, WomanCare Global, Chapel Hill, NC ROOM 217-219 Intermediate Level

SE1: You’re Never Too Small for Sponsorship! Any organization that approaches sponsorship with the right mindset and proper planning can build mutually beneficial relationships with companies. In this hands-on session, you’ll learn how to make businesses WANT to partner with you!

Shaun Lynch, CFRE, Olympiques Spéciaux, Québec, Montreal, QC ROOM 121-122 Novice Level

HIGHLIGHTS AFP Bookfair 8am - 4pm Book signing (see page 85) General Session AFP & NextGen: Charity Experience 9:30am - 11am

9:30am - 11:00am Daily Activities & Sessions

PP4: Shredded Files, and Beach Homes, and Red Corvettes? Oh My! A survival guide to ethical fundraising.

Marketplace 8:45am - 4pm Expo Only 11am - 1:15pm

What do shredded files, beach homes and red corvettes have in common? They are all key players in some pretty hair-raising plots involving fund development professionals and the organizations they worked for. Now more than ever before, we see an overwhelming mistrust and misconduct in the fund development arena. As donors become increasingly cautious and scrutinize organizations, we are being examined through the public microscope with a great deal of skepticism. This session will candidly discuss some of the issues that many of us have dealt with. It will answer some of the most common questions and misconceptions. The AFP Code of Ethical Principles and Standards has been identified as the most significant benefit of membership in AFP! In fact, one might say that we and our organizations “live or die” by this code.

Yaletown Dinearound (see page 12) AFP After Dark (see page 19) Stay Connected afpmeet.org #afpmeet DRIVE 2012 | 23

Monday, April 2, 2012 12:15pm - 1:00pm BUZZ7: A New Era in Fundraising: Expectations Changed by Innovation How do you engage with donors? Has it become more challenging because of today’s rapidly changing innovation? With so many distracting and competing sources for attention, contributions and volunteerism, nonprofits are facing challenges in gaining repeat and new donations due to changing donor expectations. From Google to Facebook, the App Store and Groupon, there seems to be an unlimited amount of information and access. How can your organization stand out amongst the crowd and keep up with donor expectations? Donors want to feel valued for their contributions and connected to their causes constantly! It’s time to start leveraging innovation and stop competing with it. Move away from the transaction relationship that defines many nonprofits to a more social, human relationship. Join me as I share tips, tricks and tools to how you can leverage social CRM to adapt to a new era in donor expectations. We’ll cover utilizing external social media monitoring, CRM integration, online communities, member scoring and more. Regain relevance and exceed donor expectations with your own innovation for now and years to come!

Sterling Raphael, Avectra, McLean, VA Buzz Theater — Hall C Intermediate Level

1:15pm -2:00pm BUZZ2: Camera Phone Fundraising Bring your cell phones with cameras and Internet connection and please keep them on for this interactive session! You will be learning about one of the most interesting and far-reaching developments that will affect every part of your fundraising. Also learn how to use mobile barcodes and where to download both the codes and software for free. You will be using your camera to link from the codes on fundraising literature directly to nonprofit donation sites and other landing pages. Learn about the latest trends around the world from both nonprofits and corporations. At the end of this session you will be able to inspire others with the simple beauty and effectiveness of mobile barcodes in recruitment, events, recognition and even legacies. Be there or miss the future!

John Baguley, Ph.D., MBA, International Fundraising Consultancy, St Albans, UK Buzz Theater — Hall C Intermediate Level

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CAREER2: Managing Up (and Sideways) Learn to recognize the management styles and strengths and weaknesses of your CEO, executive director, dean and board chair, and then work together for success! In this session participants will learn how to demystify fundraising and motivate staff and volunteers to engage and be successful in the development process. Help raise the professional profile of fundraising in your organization.

Adrienne Capps, MBA, CFRE, UC Davis, Davis, CA Career Development Theater — Hall C Advanced Level

FUND2: Lessons Learned from AFP’s 2012 Outstanding Fundraising Professional, Claudia Looney AFP is pleased to recognize this year’s CCS Outstanding Fundraising Professional, Claudia Looney, FAHP, CFRE, Senior Vice President, Development, Children’s Hospital Los Angeles. After 47 years of fundraising, and leading the largest children’s hospital fundraising campaign in history (more than $1 billion), Claudia has seen and done it all. She’s run countless successful campaigns from $5 million to $1 billion, worked with numerous donors, managed thousands of volunteers and overseen numerous staff, all the while staying actively involved in AFP and other organizations and giving back to the profession. How does she do it, and what can you learn from her experiences? In this highly interactive session, Claudia will talk about her lessons learned, her guiding principles and where she sees the profession headed. There will also be plenty of time for Q&A—come armed with all those questions you’ve always wanted to ask a senior fundraiser but were afraid to ask. Claudia Looney, FAHP, CFRE, Children’s Hospital Los Angeles, Los Angeles, CA

Fundraising101 Theater—Hall C Novice Level

IE2: How to Apply for Research Grants Are you interested in applying for a grant? Would you like to know whether it makes sense for you get together a proposal? This session will explain how and why to apply for an AFP Research Council Small Grant, discuss priorities of the grant-making committee and provide an overview of fundraising research and approaches.

Janice Gow Pettey, CFRE, J.G. Pettey & Associates, San Francisco, CA; Prudence Precourt, CFRE, Verdon Precourt Associates, Sinking Spring, PA Information Exchange Theater — Hall C Novice Level

1:15pm - 2:30pm ACFRE4: Coaching Staff to Ask: Donor Predispositions, Motivations, and Decision Making Approved for 1.25 ACFRE Leadership Credits As leaders and managers, we want to be sure our staff engages and asks prospective donors. What do they need to know about “reading prospects,” including the predispositions they bring, what motivates them to give and the elements that are part of their decision making. Using current research this session will untangle the web of donor motivations, emotions, and attitudes and then discuss practical ways you can use this information to coach your staff to achieve success.

William Bartolini, Ph.D., ACFRE, The George Washington University, Washington, DC ROOM 215-216 Advanced Level

Distinguished Speaker Series: Lisa Shannon, author of A Thousand Sisters: My Journey into the Worst Place on Earth to Be a Woman Lisa Shannon had what many would consider a good life — a successful company, a fiance, security. But one day, while watching Oprah, she was awakened to the atrocities in the Congo: women gang-raped and demoralized and millions dead from the worst war since World War II. She decided, at that moment, to become an activist and a sister. As the first grassroots activist in the U.S. working to raise awareness of the humanitarian crisis in the Congo, she began with a lone 30-mile run and from there founded Run for Congo Women. Based on her experiences she penned a striking book titled, A Thousand Sisters: My Journey into the Worst Place on Earth to Be a Woman.

ROOM 301-305 Book Signing 4:00pm in the AFP Bookfair Session repeats at 2:45pm

AG1: Focusing on Donor Behavior Has your annual giving program been given the new responsibility of growing your donor participation, say 13 percent to 20 percent in three years? Having the organization focus on donor behavior by looking at reactivation and retention rates, we can assist annual giving programs in maintaining a strong donor base while moving the most loyal prospects up the giving ladder and growing donor participation to make that “major” gift.

Heather Albrecht, RuffaloCODY, Cedar Rapids, IA; Jeffrey Mielke, United States Olympic Committee, Colorado Springs, CO ROOM 109 Advanced Level

HIGHLIGHTS AFP Bookfair 8am - 4pm Book signing (see page 85) General Session AFP & NextGen: Charity Experience 9:30am - 11am

Daily Activities & Sessions

Marketplace 8:45am - 4pm Expo Only 11am - 1:15pm Yaletown Dinearound (see page 12) AFP After Dark (see page 19) Stay Connected afpmeet.org #afpmeet

DRIVE 2012 | 25

Monday, April 2, 2012 1:15pm - 2:30pm (Cont.) CC3: The Joy, Impact and Power of Your Story

CF2: Outcomes, Outputs, and Measures—Oh My!

Nothing is more powerful than first-person stories about how your agency is changing and saving lives. Yet nonprofit professionals often assume that donors fully understand the reasons why their organization needs funding. Stories have an inherent capacity to engage our emotions because they are about the irregularities in our lives. You will be guided through an interactive journey to understand an easy five-step process for creating a fully developed case statement. You will know how to select the most effective strategy for capturing, organizing and serving up impactful stories that in turn help your organization increase donor support through a well-crafted and presented case statement.

Proving social impact, measuring success—and “claiming” outcomes has put increased pressures on both the funders and nonprofits of the world. Return on investment (ROI) is important, but charities often find it difficult to really articulate impact. This session will be a panel discussion of leading experts who are in the trenches every day. They will share best practices when it comes to making a case for your cause.

Bobi Bellows, MA, GPC, Unleashing Performance, Inc., Kissimmee, FL; Todd Ruopp, Unleashing Performance, Inc., Kissimmee, FL ROOM 212-213 Intermediate Level

CD2: Managing Your Work, Time and Energy While Still Having a Life As a seasoned professional, your life is more complicated than ever. You are managing a team, managing high-level volunteers, mentoring and staffing organization leadership and running or planning a campaign to boot. Of course you also have to build relationships, develop complex donor strategies and close, close, close. It is a tough balancing act. You know you could work 24 hours a day, seven days a week and never be finished. Plus, success brings more work. No wonder you’re always running as well as running out of time and energy. What to do? Join your peers for this hands-on, problem-solving, interactive session on how you (and your team) can effectively manage your conflicting responsibilities; successfully manage relationships up down and out, keep your team motivated and your donors on track; while successfully managing your time, energy, resources, and responsibilities and still have a life. We’ll diagnose the problems assess skill—and circumstances, and together develop sure-fire solutions that you (or each member of your team) can take home and apply immediately.

Karen Osborne, The Osborne Group, Inc., Mount Kisco, NY ROOM 205-207 Advanced Level

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Heather Burton, Sage North America, Austin, TX; Ritu Sharma, Social Media for Nonprofits, San Francisco, CA; Gail Vertz, GPC, American Association of Grant Professionals, Kansas City, KS; Dara Westling, TechSoup Global, San Francisco, CA ROOM 110 Intermediate Level

CI1: Rebounding from a Catastrophic Natural Event—The 2011 Texas Range Fires In 2011 nonprofits across the U.S. battled natural disasters. Severe winter storms in the North were followed by flooding with the spring thaw and heavy rains. In the Southwest drought conditions lead to record-breaking fires across many states. April storms spawned tornados farther north than usual and clusters of storms in the Southeast. Internationally NGOs have been taxed to meet the increase in natural disasters from earthquakes and related tsunami waves to hurricanes and droughts. NGO/nonprofit leaders can’t control the obstacles Mother Nature creates, but we can be prepared to handle the aftermath and decrease the impact. In this hands-on session three nonprofit leaders who led their organizations through extraordinary circumstances will share their challenges and the insights that came after the disaster had passed. Through multimedia presentations followed by an opportunity to break into small groups, participants will discuss what they would have done faced with a similar situation.

Kyrsten Bell, CFRE, Bell Fundraising Consulting, Boise, ID; Chris Mehaffey, Black Warrior Council, Tuscaloosa, AL; Richard “Rick” Reeve, Concho Valley Council, San Angelo, TX ROOM 118 Advanced Level

DR3: Social Networking and Online Fundraising Success

MG3: The Power of Love in Major Gifts Development

Over the past decade nonprofit organizations have been inundated with Internet services and technology options. This session will focus your organization on how it can integrate offline fundraising with online strategies. Content is based on content from the five books Ted has written on this topic.

At its best, philanthropy, love of people, requires mutual effort. Wooing major donors is just a start. Savvy fundraisers continue to earn their donors’ trust and confidence and build long-term relationships with their organizations by lovingly attending to their donors’ needs. How do you discern your donors’ needs? How do you meaningfully connect with your major donors? What challenges do you face? This session will consider key research about the motivations and needs of major donors and invite you to share what you have learned about the power of love in major gifts development. You will leave with some fresh ideas, practical strategies and clever tools to help you meaningfully connect with your donors in the months and years between gifts. Come find renewed energy and joy in the process of inspiring past donors to make larger, legacy gifts.

Ted Hart, ACFRE, Hart Philanthropic Services Group, Columbia, MD ROOM 202-204 Intermediate Level

DS5: Strategic Stewardship: CrossChannel Stewardship that Scales In today’s fundraising world, many nonprofits use a variety of stewardship communication channels to reach prospects and donors. Direct mail still plays a key role, online giving continues to increase and social media is growing in popularity. But it’s one thing to acquire new donors; it’s another thing to keep them. Stewardship is both an art and science that’s too often approached using the same tactics year after year, simply because those tactics have worked before. Now, more than ever, nonprofit leaders need to evaluate the wealth of available donor data to see how it might encourage a new strategy.

Jan Brazzell, CFRE, Ph.D., Advancement Consulting, Tacoma, WA; Cindy Niemi, CFRE, MultiCare Health Foundation, Tacoma, WA ROOM 221-222 Advanced Level

HIGHLIGHTS AFP Bookfair 8am - 4pm Book signing (see page 85) General Session AFP & NextGen: Charity Experience 9:30am - 11am

Daily Activities & Sessions

Marketplace 8:45am - 4pm Expo Only 11am - 1:15pm

Allison Lewis Lodhi, CFRE, Pursuant Group, Dallas, TX ROOM 208-209 Intermediate Level

ET1: Shift + Reset: Solve the Problem, Don’t Just Fund It. Things to Stop Doing

Yaletown Dinearound (see page 12)

In this session you will learn how to identify what behaviors you and your organization need to stop so you can focus on what matters and make real change. There are plenty of problems out there, so why get yourself stuck on ones that aren’t going to advance your mission? Come learn what to stop and what needs focus.

AFP After Dark (see page 19)

Brian Reich, Edelman, Little m media, New York, NY NextGen:Charity @ AFP Presenter ROOM 211 Intermediate Level

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Monday, April 2, 2012 1:15pm - 2:30pm (Cont.) MKT4: Breakthrough Nonprofit Branding How does your organization stand out? How do you demonstrate your unique and relevant value? How do you raise more funds, engage more supporters and promote your important cause? With more than 2 million organizations in North America competing for shrinking dollars and consumer share-of-mind, it’s vital that nonprofits have a compelling and focused brand. A strategically built and managed brand is one of the most overlooked and cost effective ways a nonprofit can create value, improve its effectiveness and rise above the crowd in a complex and competitive marketplace. Learn how you can turn your brand into a strategic competitive advantage that will transform your organization and the way people view and support it. Presenting a practical framework, discover how your organization can build and strengthen its brand to foster deeper relationships, strengthen community connections, generate more revenue and accelerate social impact.

Brent John Buechler, Calgary Public Library Foundation, Calgary, AB; Jocelyne Daw, JS Daw & Associates, Calgary, AB ROOM 210 Intermediate Level

MKT5: Breaking News…I have Something to Say! A reporter has called and wants to talk to you in about an hour... are you thrilled or panicked? We all work to get media coverage, but sometimes the outcome of that report isn’t exactly what we had hoped. This session will help you prepare for any media encounter and position you and your organization to be accurately heard on your issues. You will learn a practical roadmap to prepare for and execute the most challenging of interviews. You will learn to use media opportunities as a chance to advance the thinking of your most important audiences.

Wendy McCown, CFRE, St. Monica’s Behavorial Health Services for Women, Lincoln, NE ROOM 306 Advanced Level

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MT6: How Many Chefs Does it Take to Run a Small Kitchen? Why is it that some small nonprofit boards tend to get mired down in crises and create a feeling of dysfunction? Are these familiar issues for you: lack of fundraising experience or the desire to do so; resistance to change; focusing on the “little” picture and forgetting the big one; or micromanaging staff? Your board members may have the best of intentions, but you must help them put “FUN” (First-class Understanding of Nonprofits) into the board’s “DysFUNction.” It’s like running a kitchen with a lot of cooks and even more recipes. Your board requires guidance from both the CEO and CDO, the “chefs” who must work as a TEAM to lead the cooks and make the “kitchen” experience even better for the volunteers and for the organization. This interactive session will allow participants to share their own experiences, hear case studies and practice various learning tools in creating a positive experience of change for boards in search of that “FUN.” This session is an excellent experience for development professionals, executive directors and volunteer board members of small nonprofits facing volunteer leadership challenges.

Sean Hammerle, CFRE, PLAID Consulting, Inc., Houston, TX; Susan Hosbach, CFRE, The Minnie Pearl Cancer Foundation, Nashville, TN ROOM 223-224 Intermediate Level

PG1: Build a Planned Giving Program from Your Annual Fund Build a planned giving program from your annual fund … even with a small staff … even with no special expertise. Learn what logical planned giving prospects may be right under your nose. Acquire strategies to implement a planned giving program in your own organization using the data you have from your annual fund. So many nonprofits think they cannot offer planned-giving because they have a small staff, or have a limited budget, or don’t have the right donors, or have no planned giving experts on staff. Bust the myths and get started on planned giving with your annual fund donors.

Dianne Johnson, J.D., Endowment Builders, LLC, St. Louis, MO; Judith Smith, CFRE, Optimist International Foundation, St. Louis, MO ROOM 220 Intermediate Level

PP3: How to Keep Your Cool When Things Get Hot! Over the past year, headlines and news reports have exposed questionable behavior by fundraising professionals, spurring contentious debate in Congress, calling for stronger monitoring and endangering vital government funds. This interactive session that addresses ethical principles and standards and how to apply the AFP code to your daily work life. Find out how the AFP Ethics Assessment Inventory™ can be a useful tool in your ethics toolbox that allows professionals to move beyond the code to address tough decisions that affect donors, your mission and our profession. Every nonprofit and development professional has a responsibility to maintain the highest ethical standards in order to safeguard the public trust, advance our mission, and promote philanthropy. Gain first-hand knowledge from Gretchen Gordon’s experience as a development professional for a small Alaska public radio and television station on how the actions of a few can affect the industry as a whole. Janice Gow Pettey will share her expertise as former chair of the AFP Ethics Committee, editor of Ethical Fundraising: A Guide for Nonprofit Boards and Fundraisers, and expert witness on a federal case involving fundraiser misrepresentation.

Gretchen Gordon, CFRE, KUAC FM/TV & AlaskaOne Television, Fairbanks, AK; Janice Gow Pettey, CFRE, J.G. Pettey & Associates, San Francisco, CA ROOM 121-122 Intermediate Level

SE3: Special Events: Their Value to the Fund Development Program The thought of yet another event makes us want to run for the hills! But wait … done well and with clearly articulated goals, events can help us feed the prospect pipeline and strengthen our annual giving program. Learn how to manage the events portion of your fund development program, to evaluate events and to transition your event attendees into regular donors.

2:45pm - 4:00pm AG3: Creating Loyal Donors Through Annual Giving… With so many new methods available, the development professional can get lost in technology. It is important to remember that the foundation of the most successful fundraising programs is regular, consistent and repeat giving, also known as annual giving. Whether starting from scratch or taking an existing program to a new level—and regardless of what technologies and solicitation methods are used -- this session will provide information about what is needed to develop and maintain a productive and effective annual giving program—and how to enjoy it along the way!

HIGHLIGHTS AFP Bookfair 8am - 4pm Book signing (see page 85) General Session AFP & NextGen: Charity Experience 9:30am - 11am

Gretchen Gordon, CFRE, KUAC FM/TV & AlaskaOne Television, Fairbanks, AK; Jill Pranger, ACFRE, Pranger Philanthropic, Loudon, TN ROOM 205-207 Novice Level

CC2: Feasibility Study Best Practices So you’re thinking about launching a capital campaign. What will be your financial goal? And how will you make your case for support to key stakeholders and new prospects? Attend this session to learn about feasibility study best practices and to hear the story of a feasibility study process that helped to drive a new programmatic and volunteer leadership direction for a well-known and established nonprofit institution.

Lynn Croneberger, CFRE, The Wilderness Society, Washington, DC; Martha Schumacher, ACFRE, Hazen Inc., Washington, DC ROOM 202-204 Advanced Level

Daily Activities & Sessions

Marketplace 8:45am - 4pm Expo Only 11am - 1:15pm Yaletown Dinearound (see page 12) AFP After Dark (see page 19)

Vivian Smith, CFRE, Liberty Quest Enterprises, Langley, BC ROOM 217-219 Intermediate Level

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Monday, April 2, 2012 2:45pm - 4:00pm (Cont.) CD5: Intuitive Philanthropy: To Thine Own Self Be True Do you ever have difficulty explaining the essence of your work to friends and family? Do you sometimes wonder if your success has been predicated by luck as much as hard work? Does the concept of Intuitive Philanthropy sound simply new age and off the wall? If you answered yes to any of these questions.This session will walk you through the transformative power of trusting your intuition, harnessing your passion and ensuring you deliver an authentic and successful fundraising program for your organization.You will leave the session with the ability to rely on your intuitive sense of curiosity in a manner that allows you to design and execute donor cultivation, solicitation and stewardship programs that truly resonate with your prospects and donors.

Maryann Kerr, The Medalist Group, Oakville, ON ROOM 220 Intermediate Level

CF4: The Role of Grants in Your Campaign Cheryl Kester and Allsion McElroy will share their experiences and best practices for successfully incorporating grants into your capital or comprehensive campaign. Both have served as development staff during campaigns, and Kester has consulted in the grants role during campaigns. Seeking the balance between omitting grants from the campaign plan completely and clinging to unrealistic expectations of how grants will push your campaign over the top, the speakers tell you frankly “how it is.” You will leave with tips on how to leverage the experience and skills of the team members you already have to identify grants, contribute to the campaign plan and write proposals as well as other campaign materials. You also will learn how one nonprofit collaborated with its campaign consultant to diversify sources of gifts and bring its campaign to a successful close. What questions do you need to ask your campaign consultant about grants and his or her experience with grants? When in the campaign cycle do you need to be contacting your foundation prospects? How do you strategically time matching and challenge grants? We will answer these questions and more in a lively, fast-paced session.

Matt Beem, Hartsook Companies, Kansas City, MO; Cheryl Kester, CFRE, The Kester Group, Fayetteville, AR; Allison McElroy, CFRE, Open Avenues, Rogers, AR ROOM 208-209 Intermediate Level

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CF5: Peer Insights into Attracting and Retaining Corporate Partnerships In this session, various nonprofit development and sales executives will share learnings and actionable tips with other nonprofits that are facing the same question: How do we build lucrative and mission-driven partnerships with corporations? Panelists will share how they recognized the need for strategic and proactive plans to secure marketing-driven corporate partnerships that supported their missions and did not jeopardize other fundraising sources for their organizations. Panelists will discuss the critical issues they have faced in growing a corporate partnership program from determining what to sell, whom to sell it to, what to say, how much to charge, what resources were needed and how they implemented the corporate partnership structure. The session panel will include speakers from various realms of the nonprofit sector including some of IEG’s past clients and current AFP members.

Stephen Emerick, Boy Scouts of America, Irving, TX; Amber Flores, Gallo Center for the Arts, Modesto, CA; Stacey Goldberg, IEG Consulting Group, Chicago, IL; Carol Sumkin, MS, Children’s Health Fund, New York, NY ROOM 212-213 Intermediate Level

CF7: Diversity Workshop: Corporate and Foundation Funders are Looking for Diversity Are You? Increasing numbers of foundations and corporate funders are integrating diversity throughout their funding process. The facilitator and panelists will share their insights and experience in areas such as diversity on their boards, diversity in the organizations they fund and perspectives on funding that reflect the diversity of their community in terms of ethnicity, socioeconomic factors, and the impact on the diverse populations who are served by the nonprofit organizations that they fund.

Faye Wightman, Vancouver Foundation, Vancouver, BC; Debora Linehan, RBC Royal Bank - South Vancouver Island, Vancouver, BC; Kelly Brown, D5 Coalition, Chicago, IL; Dawn Chirwa, Bill & Melinda Gates Foundation, Seattle, WA ROOM 306 Intermediate Level

DR1: Building the Bridge What do you do with donors giving larger than average gifts, but you don’t have enough staff to make personal calls and solicitations? Many times, they are removed from the direct-response program, but there is a better way to ensure you maintain the connection with those donors. By building a bridge program, you can continue the communication stream with the donors, but you can also move them toward a more committed relationship with your organization. In this session, you’ll learn how to use direct-response techniques with high-value donors, adjusting them for this audience and cultivating the donors toward major gifts.

Catherine Connolly, CFRE, MBA, CMConnolly, Elk Grove, CA ROOM 110 Advanced Level

DS1: Donor Retention Segmenting your donors and speaking more personally with different groups is one way to increase donor retention. More targeted communications will build long-term relationships with donors that will result in more and larger donations. This session will help you identify which groups of donors you’ll want to develop specific communications plans for and give you lots of practical ideas for how to create and implement different strategies for different groups of donors. You’ll leave with a concrete action plan you can take back to your office and start using right away.

Rosemary Oliver, CFRE, Amnesty International, Toronto, ON ROOM 118 Intermediate Level

MG1: Empowering Your Board as Effective Development Ambassadors You wish your board would help more in the fundraising area. Your board doesn’t really even want it in their job description. How can you engage your board so that they are willing to take action for you? Using the cycle of successful relationships, develop a plan for your board members they will embrace.

Marcy Heim, CFRE, AFP Master Trainer, Artful Asker LLC, Madison, WI ROOM 109 Intermediate Level

MG4: Moving Hesitant Prospects to Loyal Donors in Higher Education Jerry Smith and Keith Mahlum share their experience of conducting a capital campaign in a higher education setting. What happens when you encounter objections during a solicitation? How do you overcome these objections? How do you change the attitude and gain the confidence of the prospect? Smith and Mahlum discuss these and other issues they encountered throughout South Dakota State University’s capital campaign. The various stages of a campaign will be reviewed, and participants will learn how to keep up momentum and stay on track despite challenges and objections faced in a higher education setting. Participants will be actively involved during this session, including role-playing exercises and open discussions. Attendees will come away with the confidence to overcome objections and close the deal.

Keith Mahlum, CFRE, South Dakota State University Foundation, Brookings, SD; Jerry Smith, CFRE, J.F. Smith Group, Auburn, AL ROOM 217-219 Intermediate Level

HIGHLIGHTS AFP Bookfair 8am - 4pm Book signing (see page 85) General Session AFP & NextGen: Charity Experience 9:30am - 11am

Daily Activities & Sessions

Marketplace 8:45am - 4pm Expo Only 11am - 1:15pm Yaletown Dinearound (see page 12)

ET2: F*ckin Amazing: Reaching the Next Generation Faced with cancer in her family, Yael Cohen started the F*ck Cancer organization to encourage Generation Y to engage with their parents about early detection of cancer. More than 90 percent of cancers are curable if caught early, -- so getting kids to encourage their moms and dads to get screened saves lives. Her cause has been picked up by major celebrities and TV shows. Here, Yael talks about how you can get kids and young adults to pay attention and act. Fun fact: Yael is a native of Vancouver and speaks fluent Canadian!

AFP After Dark (see page 19) Stay Connected afpmeet.org #afpmeet

Yael Cohen, F*ck Cancer, Vancouver, BC NextGen:Charity @ AFP Presenter ROOM 211 Intermediate Level

DRIVE 2012 | 31

Monday, April 2, 2012 2:45pm - 4:00pm (Cont.) MKT2: You Can Accomplish Marketing Projects From Concept to Completion So you think you don’t have what it takes to accomplish a marketing project from concept to completion? Attend this high-energy session where in 60 minutes you will gain the confidence needed to create a marketing plan, choose a design partner, select the perfect photograph, set up a photo shoot and understand the steps from start to completion for a newsletter, annual report and video project.

Nancy McEneny Beard, CFRE, United Church Homes and Services, Newton, NC ROOM 121-122 Novice Level

MKT7: Mobile Marketing Mobile marketing represents the newest method of reaching potential donors. While it can be extremely successful, it can be fraught with negative repercussions if not done correctly. In this presentation, come and learn about this tool and how it can benefit your fundraising efforts. You will learn what mobile marketing is, how it can be used effectively in today’s economic environment and what laws govern its use. You also will be presented with examples of regulatory action taken against entities that chose to ignore the law. Regulatory compliance attorney Helen Mac Murray will teach you how this tool can be safely and effectively used.

Helen Mac Murray, Mac Murray, Petersen & Shuster LLP, New Albany, OH ROOM 210 Intermediate Level

MT7: How to Use Mind-Mapping to Break-out of Your Strategic Planning Rut Mind mapping is a graphic technique used to represent ideas and concepts, which harnesses the skills of both the left and right side of the brain to create an organized visual map. This session will focus on learning how to break out of the the traditional strategic planning

methods and to use this technique as an evaluative and planning tool that will make you work smarter, get focused on raising more money, and bring your team together so they work more effectively toward a common goal. This is a hands on class and you will leave having completed your first mindmap.

Tania Little, CFRE, ideatePhilanthropy.com, Toronto, ON ROOM 223-224 Intermediate Level

MT8: How High Is Up? Struggling to get your organization to the next level in fundraising? Not sure how to proceed or which areas to focus on first? Looking to modify the culture within your organization to one that more robustly supports your fund development activity? Looking for ways to bring your board and/or executive director along on the journey? Attend this practical session, based on current research and understanding of best practice, and find answers to these questions and more as we review the fund development audit as a self-assessment tool for your organization, and develop the leadership necessary to lay the foundation for moving forward.

Guy Mallabone, CFRE, Global Philanthropic Inc., Calgary, AB ROOM 215-216 Novice Level

ROOM 301-305 Book Signing 4:00pm in the AFP Bookfair

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3:00pm - 3:45pm BUZZ3: 21st Century Fundraisers: Going Virtual for Results Put your head in the cloud! The 21st century fundraising professional is emerging, leveraging technology and harnessing the flexibility of telecommuting to succeed. But it’s not for everyone. If you have ever wondered what it would be like to work as a telecommuting fundraiser or how you can transition your fundraising department to become virtual without sacrificing quality or results, you won’t want to miss this session by an 18-year veteran nonprofit leader and telecommuting fundraiser.

IE3: How to Become a CFRE Always wondered what those four letters stand for? Come with your questions—we have answers about how to get your Certified Fund Raising Executive (CFRE) credential. We will cover reasons for becoming certified, basic requirements, the exam and how to prepare. Or, stop by the CFRE booth to speak with a staff member.

Eva Aldrich, CFRE, CFRE International, Alexandria, VA Information Exchange Theater—Hall C Novice Level

HIGHLIGHTS AFP Bookfair 8am - 4pm Book signing (see page 85) General Session AFP & NextGen: Charity Experience 9:30am - 11am

Jill Dotts, MBA, CFRE, Michael Feinstein Foundation, Seal Beach, CA Buzz Theater—Hall C Advanced Level

FUND3: Developing the Most Effective Nonprofit-Corporate Relationship

Daily Activities & Sessions

AFP is pleased to honor Bell Canada as the AFP/ Freeman Philanthropic Services 2012 Outstanding Corporation. The Bell Let’s Talk Mental Health Initiative is an innovative corporate community investment program that engages and supports organizations across Canada to address one of the most pervasive yet underfunded health issues in the world. Mary Deacon, a CFRE with 25 years of experience in the fundraising and the nonprofit sector is chair of the Bell Let’s Talk Mental Health Initiative. She will discuss Bell’s approach to community investment, the importance of partnerships and key learnings about the power of the corporate not-for-profit partnership to make a positive contribution to important societal issues. There will be plenty of time for participants to ask questions about corporate philanthropy, how Bell operates its philanthropy program, what it looks for in partners, and how the corporate-charity partnership is evolving.

Marketplace 8:45am - 4pm Expo Only 11am - 1:15pm Yaletown Dinearound (see page 12) AFP After Dark (see page 19) Stay Connected afpmeet.org #afpmeet

Mary Deacon, CFRE, Bell Canada, Toronto, ON Fundraising101 Theater—Hall C Novice Level DRIVE 2012 | 33

Tuesday, April 3, 2012 8:00am - 9:00am ACFRE1: A Debate and Dialogue: The Future of Philanthropy Approved for 1.0 ACFRE Leadership Credits The world’s exponentially changing arena affects us all politically, economically and socially. In this interactive, lively and sometimes intense session, Erik Daubert and Sanae Tokumura will facilitate seniorlevel discussions on major issues identified previously by AFP senior practitioners as critical emergent trends in the fundraising profession. Erik Daubert, MBA, ACFRE, Durham, NC; Sanae Tokumura, ACFRE, APR, Solid Concepts, Inc., Honolulu, HI

ROOM 221-222 Advanced Level

Linda Lysakowski, ACFRE, Capital Venture, Las Vegas, NV; Joy McKee, CFRE, MBA, Southern Adventist University, Collegedale, TN ROOM 110 Intermediate Level

CI3: Dispelling Common Beliefs About Giving to Religious Institutions in the United States

AG4: Setting Strategic Benchmarks for a Grateful Patient Program Whether you work at a community hospital or in a large system, you need to be able to successfully evaluate and communicate the benefits of conducting a grateful patient program. During the session we will present and discuss six strategic benchmarks for a successful grateful patient program. The benchmarks will help organizations work with their internal constituents and their vendors to design, implement and measure a successful grateful patient program. We will present a case study showing program results and successful strategies for using a grateful patient program to identify major donor prospects.

Timothy Logan, ACFRE, RuffaloCODY, Reston, VA; Laura Strand, Allina Health System Office of Philanthropy, Minneapolis, MN ROOM 210 Intermediate Level

CF3: Raising More Money From Your Business Community Is corporate philanthropy dead or dying? If so, how can we resurrect it? Today’s economy is challenging for corporations, individuals and especially for nonprofits. If your organization is wondering how to best approach businesses in a challenging economy, this session will be one you don’t want to miss. Although corporations and businesses contributed less than 5 percent of all philanthropic dollars last year in the United States, much more is given through gifts in kind, corporate sponsorships and the personal donations of individual corporate leaders. And, in a typical capital campaign, businesses often provide a much more significant percentage of the overall goal. stay connected: afpmeet.org

However, many nonprofits fail to touch their local business community for a variety of reasons. Based on research for a new book, this session will discuss the challenges facing corporations today and how nonprofits can develop win-win situations to encourage corporate philanthropy. We will discuss how to approach corporate leaders, how to motivate them to become involved in your organization and how to develop a corporate appeal.

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This session will identify eight common assumptions about religious giving in the United States and will examine their validity. The session will focus on giving to religious organizations like charities whose primary mission is religious discovery, enhancement, etc. This includes giving to religious ministries on TV, radio and in print. However, it does not include giving to religious organizations whose primary mission is not religious per se, such as Catholic schools or Jewish hospitals, etc. Dr. Rooney will discuss general trends in religious giving, as well as the role of tithing, religious affiliation, and potential demographic disparities (race/ethnicity, gender, wealth, education) in religious giving.

Patrick Rooney, Center on Philanthropy at Indiana University, Indianapolis, IN ROOM 208-209 Novice Level

CI5: Creating a Movement to Transform Your Cause Approved for 1.25 ACFRE Leadership Credits We live in connected times. Information flows today in ways that were inconceivable just a decade ago and people use society’s new synapses to engage, find meaning, commit and provoke change. Across the planet, companies and nonprofits are creating transformative movements that tap into the zeitgeist and produce real change. Now it’s your turn. Jon will take you on a passionate and inspiring journey looking at why we need movements, deconstructing how they are built and sharing some real-life and in-depth case studies that provide a roadmap for you to follow.

Jon Duschinsky, bethechange, London, UK ROOM 212-213 Advanced Level

DR4: If You Build It, They Might Not Come: How to Fail Informatively

DS9: Cutting Edge Face-to-Face Fundraising From Around the World

Your donors and volunteers demanded it, you built it, and then they’ll come! Is all lost? When a Web-based campaign fails, what’s next? Your secret to future success is learning the art of failing informatively. Our panel will share examples of Web-based fundraising projects that initially did not meet expectations, often with miserable results and a negative return on investment. But, in an environment where experimenting, testing, learning and correcting is encouraged, even just a small tweak to a failed project can produce dramatically different results, as long as quitting isn’t an option. Part therapy session, part educational session, we will explore tactics to create a healthy work environment for failure, nonthreatening methods to analyze failed projects, what do to with a board or boss who won’t accept failure and how to create actionable plans to try (and try) again. Not attending might be the utter failure.

Face-to-face fundraising has been the single biggest new tool used for recruiting regular committed donors in the world over the last decade. It is now used in more than 35 countries in Europe, the Americas, Asia and Australia. It has enabled local and especially international NGOs and UN agencies to start raising significant funds in markets such as India, China, Thailand and South Korea as “traditional” tools, such as direct mail, struggled. This session will take you on a whirlwind tour featuring the cutting-edge best practice in the use of this powerful committed donor recruitment tool; illustrate how it has been successfully integrated with other programs such as telephone and new media; how to best retain and develop your F2F recruited donors and the future challenges for F2F fundraising.

Richard Dietz, Nonprofit R+D, Austin, TX; Lee-Berkeley Shaw, Rebuilding Together Montgomery County, Kensington, MD; Erin Shy, Sage, Washington, DC ROOM 202-204 Novice Level

DS3: Mobile Giving Mobile giving has increasingly been used by nonprofits as part of their fundraising campaigns and, if done correctly, it can become an effective tool in terms of raising funds quickly, especially during disasters. By 2020, most people will use mobile phones as their primary source of information, positioning mobile giving for exponential growth. Is your organization utilizing mobile giving effectively? Join the founder of the Mobile Giving Foundation, Jim Manis, whose pioneering vision drove the growth of text-to-give fundraising. Jim will be accompanied during this presentation by the chair of the Mobile Giving Foundation Canada, Bernard Lord. Learn how organizations are using mass-marketed appeals and events to engage current and new donors, including the highly mobile millennial generation of young donors, and strategies for migrating $5 and $10 “micro-donors” into annual and major donors.

David Farnes, Mobile Giving Foundation - Canada, Issaquah, WA; Jim Manis, Mobile Giving Foundation, Bellevue, WA ROOM 220 Novice Level

Daryl Upsall, Daryl Upsall Consulting International, Madrid, Spain ROOM 306 Intermediate Level

ET3: Ten Rules for Giving a Great Pitch: Lessons from a Stand-Up Comedian and Founder NextGen:Charity Conference In this interactive and fun session, Ari will teach you the 10 rules for giving a great pitch (or speech!) and work with you to sell your cause. Participate or watch. Bring your questions and have them answered and acted out. Hone your pitch in front of the crowd and in groups! No caffeine needed—this will be your morning wake-up!

Ari Teman, NextGen: Charity, New York, NY NextGen:Charity @ AFP Presents ROOM 211 Novice Level

MG2: Become a Better Major Gift Negotiator This session will review recent research on negotiation, and show how fundraisers can use these findings with prospective donors. Participants will develop specific strategies that they will be able to implement immediately.

Shaun Lynch, CFRE, Olympiques Spéciaux, Québec, Montreal, QC ROOM 118 Intermediate Level DRIVE 2012 | 35

HIGHLIGHTS AFP Bookfair 8am - 3:30pm Book signings (see page 85) General Session Wayne Gretzky 2pm - 3:30pm

Tuesday Daily Activities & Sessions

Marketplace 8:45am 12:30pm Expo Only 10:15am 12:30pm Stay Connected afpmeet.org #afpmeet

Tuesday, April 3, 2012 8:00am - 9:00am (Cont.) MKT3: Purpose-Driven Marketing: Doing Good and Getting It Right in a Web 2.0 World

PG3: Developing a Sustainable Fundraising Program

Online cause marketing campaigns are everywhere you look. From Target’s Bull’s-eye Gives contest, to the Chase Community Giving program, to USA Today’s #AmericaWants Twitter hashtag campaign, companies are working with nonprofits to engage their audiences in new and innovative ways online, especially on social media platforms, and boldly linking their brands to philanthropy and social responsibility. Find out how nonprofit organizations can work with corporations and businesses to do good in this challenging environment.

How do other fundraising professionals develop successful, long-lasting fundraising plans? Why do others seem to have an advantage and make things look so easy? This session will provide the key program assessment and planning to make your program sustainable and succesful.

Kate Olsen, Network for Good, Bethesda, MD ROOM 121-122 Intermediate Level

MT1: Restructuring Your Shop to Do More With Less Shrinking traditional resources combined with all-time high client and NPO needs can create tremendous stress on a development office. In this real-life case study, a newly hired executive director of development at a community college is tasked with redefining the development office’s traditional structure to address the expanding needs of the college — and to do it in six months with a flat budget. Facing a 25 percent budget reduction in state resources and limited time to implement changes, the college needed major changes fast. Based on this recent example, you can learn how to conduct a task audit of the existing structure to determine what the staff is spending time on and how those efforts support the strategic goals of the institution. Then put on your creative hat and research options to find efficiencies that support the strategic plan while allowing the opportunity to grow team effectiveness — that is, get more friends and funds.

Mary McQueen, CFRE, Del Mar College, Corpus Christi, TX ROOM 109 Intermediate Level

Shelley Obrien, CFRE, National Recreation and Park Association, Ashburn, VA ROOM 217-219 Intermediate Level

PP1: Fundraising Compliance and Ethical Issues for Canadian Registered Charities This session will discuss legal and ethical issues with fundraising in Canada. The public is concerned with how charities fundraise. Sometimes this interest is well placed and sometimes misguided. In response to concerns over fundraising conduct by some charities, the Charities Directorate of the CRA introduced the Fundraising Guidance. It is vital that fundraisers, directors, those responsible for public communication and government filings are aware of the requirements in the Fundraising Guidance. Also, AFP members have the AFP Code of Ethical Principles and Standards, which provides important guidance on ethical fundraising.

Mark Blumberg, B.A., LL.B., LL.M., TEP, Blumberg Segal LLP, Toronto, ON; Susan Storey, KCI, Toronto, ON ROOM 215-216 Intermediate Level

SE4: Maintaining Annual Special Event Excellence Charities must maintain and enhance annual fundraising momentum to meet ever-growing funding needs. Providence Healthcare Foundation views special events as an opportunity to primarily build and grow donor relationships and secondarily raise essential funds. This case study will focus on the Silver Ball Gala, raising $800,000 (net) immediately after the market crashed in September 2008, with more than 550 guests in attendance, and growing to $1.5 million (net) by 2011. This presentation will focus on how this relatively small shop raised these significant friends and funds through harsh economic realities and evolved the event to a friend-raising event staple, citing specific examples and offering valuable tips from learned experiences.

Jennifer Stewart, Providence Healthcare Foundation, Toronto, ON ROOM 223-224 Novice Level

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Distinguished Speaker Series: Claire Diaz Ortiz, author of Twitter for Good: Change the World One Tweet at a Time and How to Fundraise on Social Media Presents: The Power of Online Fundraising! It is no secret that big businesses and nonprofits are enamored with social media: how to do it, why to do it, and the ways to do it better. But using it to fundraise comes with its own particular challenges. Claire Diaz Ortiz will give an in-depth talk on the power of fundraising online â€” and what new funding avenues social media campaigns can offer. Drawing on her experience leading social innovation at Twitter, Inc., Diaz-Ortiz will give participants the practical tips and tools to launch powerful, successful fundraising campaigns on social media.

ROOM 301-305 Booksigning 10:15am - 11am in the AFP Bookfair Session repeats at 9:15am

9:15am - 10:15am ACFRE5: Navigating Change: The Three Stages of Board Engagement Approved for 1.0 ACFRE Management Credits As members of your fundraising team, board members may be unengaged, passively engaged or fully involved. Based on best practice benchmarks, participants will explore stages of board engagement and use a series of progressive activities designed to help board members connect with their passion, embrace the need to foster change and successfully transform the board culture from unengaged to fully involved.

Robbe Healey, ACFRE, Aurora Philanthropic Consulting, West Chester, PA ROOM 306 Advanced Level

CD4: What Does My CEO/ED Really Want From Me? Do you understand what your CEO expects from you? Does your CEO truly know what you expect of him or her? Are these expectations aligned with what really happens? Do the two of you regularly work in partnership to raise funds for your organization? If not, then this workshop is for you! This panel of experienced, successful CEO/EDs will share their expectations for their development directors and staff. They will also provide insights about how you can better educate your CEO/ED about what you want/need from them in order to do your job more effectively. An opportunity will be provided for participants to anonymously pose questions regarding challenges they may have with their CEO/ED.

Kevin Anderson, Wesley Homes, Des Moines, WA; Kathy Alm, Little Bit Therapeutic Riding Academy, Woodinville, WA; Krista Thompson, Covenant House, Vancouver, BC; Thomas Mesaros, CFRE, The Alford Group, Seattle, WA ROOM 205-207 Advanced Level

CD7: Bridging the Gap: Millennials and Boomers Working Together to Get Things Done and Create Change Over the next decade, more than 640,000 senior positions at nonprofit groups will become vacant, as a wave of baby boomers retires and nonprofit groups expand their operations. Stepping into their shoes will be the next generation of leaders, including millennials. These two generations have vast differences in communication styles, expectations and needs. It is critical that the two learn to work together to not only make their organizations successful but also to build the leaders of tomorrow through the guidance of the leaders of today. Join us in this interactive session as we explore the differences in leadership and communications style, needs and more of the boomer and millennial generations in order to aid us in becoming more effective today and in the future.

June Bradham, CFRE, Corporate DevelopMint, Charleston, SC; Tucker Branham, CFRE, Corporate DevelopMint, Charleston, SC ROOM 217-219 Intermediate Level

DRIVE 2012 | 37

HIGHLIGHTS AFP Bookfair 8am - 3:30pm Book signings (see page 85) General Session Wayne Gretzky 2pm - 3:30pm

Tuesday Daily Activities & Sessions

Marketplace 8:45am 12:30pm Expo Only 10:15am 12:30pm Stay Connected afpmeet.org #afpmeet

Tuesday, April 3, 2012 9:15am - 10:15am (Cont.) CI2: Shades of Philanthropy Diversifying your philanthropic efforts is important given today’s economic climate. During this session you will learn how to connect with diverse constituents in your community from wealthy philanthropists to young and emerging volunteers. The panel will provide you successful examples based on the efforts of the Blacks in Philanthropy — South Florida Network.

Angelique Grant, Ph.D., Florida International University, Miami, FL; Sumner Hutcheson; Thamiah Tutt, University of Miami Miller School of Medicine, Miami, FL ROOM 110 Intermediate Level

DR5: How to Knock Down Silos With a Hammer Are you still trying to coordinate your online and offline messages? Are you trying to coordinate online and offline communication and fundraising initiatives? Do you feel like the cross-channel fundraising world is moving so fast that you can’t keep up? This exciting session will provide an insiders’ view of some of the world’s most successful cross channel, integrated fundraising organizations. Michael and Harvey will systematically walk participants through the planning, budgeting, execution, and analysis of best practice cross-channel and integrated fundraising programs. In addition, they will delve deeply into a one-of-a-kind multiple country study of cross-channel, crossgenerational giving. Mike and Harvey guarantee that you will have fun as you witness the successful ways that organizations from the United States, Canada, UK, Chile, Mexico, Argentina, and France are mastering cross channel fundraising and communication–and what they’re planning for the future.

Greg Douglas, BC Cancer Foundation, Vancouver, BC; Michael Johnston, hjc, Toronto, ON; Harvey McKinnon, CFRE, Harvey McKinnon Associates, Vancouver, BC ROOM 220 Intermediate Level

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DS2: Be Creative and Authentic— A Performance that is Memorable, Comfortable and Produces Results Too slick or too polished—under-rehearsed or uncomfortable—a bad performance on either end of the spectrum can cost an organization the much-needed gift. How can approaches from the arts enable the professional fundraiser to deliver a more effective and memorable performance? How can these strategies be utilized for training a core of volunteer solicitors to be effective co-stars? How can creative thinking emblazon on donors’ memories a relationship they wish to sustain? This session looks at tactics utilized by professional performers to overcome their own limitations to not only effectively communicate with the intended audience but leave them wanting more. Participants will gain general knowledge and specific examples to enhance their effectiveness in making asks, to increase volunteer solicitor comfort, as well as to create a memorable and meaningful experience for the donor.

Jeff Sodowsky, Vancouver Opera, Vancouver, BC ROOM 202-204 Intermediate Level

ET5: Telling the Story of Your Impact Just as most consumers check reviews on Amazon before they purchase a product, most donor decisions online are increasingly influenced by community reviews. In this session, you’ll hear about how reviews are impacting donor recruitment and retention. You’ll hear case studies on how nonprofits have used the stories collected on GreatNonprofits to raise money. You will learn tips on how to amplify and spread your stories through Facebook and Twitter. And you’ll learn how to easily invite reviews from your community. Lastly, you’ll also learn how to respond to critical stories about you and how to turn that into an opportunity for transparency. Reviews about you are now visible to over 5M donors annually through GreatNonprofits, JustGive, GuideStar, and CharityNavigator. You don’t want to miss this session!

Perla Ni, GreatNonprofits, Palo Alto, CA NextGen:Charity @ AFP Presenter ROOM 211 Intermediate Level

MG6: Making the Jump Making the Jump is for organizational leaders seeking to significantly increase the magnitude of major individual philanthropy within their organizations. Using the BC Cancer Foundation as a model, the session will explore the four Truths of Transitioning from Events to Individual Philanthropy. At the end of the session participants will have a clearer understanding of what is required to make the jump and sustain it.

Douglas Nelson, BC Cancer Foundation, Vancouver, BC ROOM 212-213 Advanced Level

MG7: Philanthropy and Major Gift Fundraising in Asia: Myths and Realities All the indicators point toward China overtaking the U.S. as the largest economy in the world in five to ten years time, and India may not be that far behind. Asia represents half the population of the planet and will over time represent half its wealth. But massive inequalities in wealth and opportunities are already apparent and are likely to get worse. Could philanthropy be one way to reduce inequalities, address some real social needs and build a better sense of social cohesion? Bill Gates and Warren Buffett certainly believe so and have invested considerable efforts in getting the new billionaires of China and India to think more about giving some of their wealth away. However, the big problem in Asia now is a lack of understanding about the process, developed over many years in the US, by which nonprofits cultivate relationships.

YoungWoo Choi; Doum+Nanum Co. Inc., Hong Kong; Julian Marland, Brakeley Asia Ltd., Hong Kong ROOM 210 Intermediate Level+

MKT1: Social Networking Best Practices for Planned Gifts While most of us have tried Facebook, Twitter or Linked-In by now, there is no body of research on how charities are actually using social media to reach donors for planned gifts. This presentation covers best practices based on a review of over 100 charity social networking sites and 15 personal interviews with charities using social media to encourage current and planned gifts. Hear the first-hand experiences of one of these charities using social media. You will walk away from this presentation with new strategies for securing gifts from your friends, fans and followers.

Kristen Schultz Jaarda, J.D., LL.M., Crescendo Interactive, Inc., Camarillo, CA; Carole Touchinski, CFRM, Marquette County Community Foundation, Marquette, MI ROOM 118 Intermediate Level

MKT6: Building Communityâ€” The Future for Individual Fundraisers Social media - wonderful for people to talk to each other but, so far, not much money. Time to think again! Perhaps itâ€™s the outcome, closer communities, not the medium that has the potential. And anyway, the days of using single media are well gone. Multi-channel rules! In this session, and backed by recent research, Stephen will explore the opportunities and dangers of creating communities. He will demonstrate how the use of multiple and integrated media will transform fundraising, outlining twelve techniques that very few charities in the world are yet using - things that in five years time will be mainstream. Getting there will require the combination of new technologies with rock-solid direct-marketing fundraising. Now, that is exciting...but definitely scary.

Stephen Pidgeon, FInstF, Stephen Pidgeon Ltd, Cheltenham, UK ROOM 223-224 Intermediate Level

HIGHLIGHTS AFP Bookfair 8am - 3:30pm Book signings (see page 85) General Session Wayne Gretzky 2pm - 3:30pm

Tuesday Daily Activities & Sessions

Marketplace 8:45am 12:30pm Expo Only 10:15am 12:30pm Stay Connected afpmeet.org #afpmeet

DRIVE 2012 | 39

Tuesday, April 3, 2012 9:15am - 10:15am (Cont.) MT4: Does Your Board Know How to Evaluate Fundraising Effectiveness? Approved for 1.0 ACFRE Management Credits Does your board of directors know how to evaluate success in fundraising? Do you have a method for clearly and confidently presenting fundraising evaluation data to the board and CEO? Through development of a “management dashboard” that reports data supporting best practices in fundraising, you can help your board focus on the right things, rather than distracting themselves, and you, from doing what is needed. Learn how to develop performance metrics and to report them succinctly so that your board will ask the right questions and your team will improve fundraising effectiveness.

Peter Drury, MSW, MBA, a child’s right, Tacoma, WA ROOM 221-222 Advanced Level

PP2: Charities at Risk Has your board or your organization performed an ethical audit to test for integrity and compliance? Has your board or organization understood its basic fiduciary duty to be proactive and take steps to prevent fraud and ensure ethical behavior? Do you know about the “Top Ten Ways to Get Your Nonprofit into Trouble?” This session deals with all these issues, as well as the increasing scrutiny of the sector by state attorneys general, the IRS and the media. This topic has some urgency, given recent cases and past congressional hearings. How widespread is fraud in the nonprofit sector? Is your organization vulnerable? As a fundraiser, do you have a duty to inquiry and perform due diligence on potential nonprofit clients or to alert existing clients to the IRS’s best practices check-list? Do you or your board members understand the “duty to dissent?” The objective of this session is to be constructive in examining both changing public policy issues and ethical dilemmas.

Michael DeLucia, Agnes Lindsay Trust, Manchester, NH; Audrey Kintzi, ACFRE, Saint Mary’s University of Minnesota, Minneapolis, MN ROOM 215-216 Intermediate Level

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PP6: The Who, How and Why of Ethics The session will cover information about the Ethics Committee and the process for reporting a possible infraction of the code, as well as information about the hearing process. It will then include group participation in the process of solving an ethical dilemma and will ask the participants to solve a dilemma in their own groups. These will be reported out by group to all. The final segment will stress the importance of leadership in educating staff, board and donors about the code. The group will engage in a discussion about getting the ethics word out.

Barbara Levy, ACFRE, Organization & Fundraising Counsel, Tuscon, AZ; Yulanda Davis-Quarrie, CFRE, Verdugo Hills Hospital Foundation, Glendale, CA; Art Taylor, BBB Wise Giving Alliance, Arlington, VA ROOM 208-209 Novice Level

SE2: Maximizing Your Special Event Fundraising Online and Offline Join us for this hands-on, interactive session on harnessing the power of social media to create deep and meaningful donor relationships online and offline. Using an extended, real-life case study of a highly successful Portland event, together we will discuss how to connect your social media efforts to real-world engagement in your vision and advocacy. We’ll share ways to increase special event revenue and promote your signature event without a budget. And we’ll talk about how to incorporate online engagement into your strategic donor initiatives. You will walk away with new, practical ideas for engaging donors and volunteers, raising more and spending less on powerful special events that share your story.

Laura Goodwin, The Osborne Group, Inc., Mount Kisco, NY; Elisabeth Nye, Girls Inc. of Northwest Oregon, Portland, OR ROOM 121-122 Intermediate Level

Distinguished Speaker Series: Claire Diaz Ortiz, author of Twitter for Good: Change the World One Tweet at a Time and How to Fundraise on Social Media Presents: The Power of Online Fundraising! It is no secret that big businesses and nonprofits are enamored with social media: how to do it, why to do it, and the ways to do it better. But using it to fundraise comes with its own particular challenges. Claire Diaz Ortiz will give an in-depth talk on the power of fundraising online — and what new funding avenues social media campaigns can offer. Drawing on her experience leading social innovation at Twitter, Inc., Diaz-Ortiz will give participants the practical tips and tools to launch powerful, successful fundraising campaigns on social media.

ROOM 301-305 Booksigning 10:15am - 11am in the AFP Bookfair

9:30am - 10:15am BUZZ4: Philanthropy Improv Solve your nonprofit issues today with this interactive session where you, the session participants, identify the topics. Like a theater improvization, we’ll use topics that you identify to provide you with the tools to identify what is at the heart of your organization’s challenges, what resources are potentially available to you to solve your problems and what steps to take to move forward to a happier situation.

James Anderson, GoalBusters LLC, Flagstaff, AZ; Alice Ferris, ACFRE, GoalBusters LLC, Flagstaff, AZ; Gretchen Gordon, CFRE, KUAC FM/TV & AlaskaOne Television, Fairbanks, AK Buzz Theater—Hall C Intermediate Level

FUND4: 10 Steps for Making Your Board an Effective Partner on Your Fundraising Team Do you want to learn how to get your board members to become more active in your organization’s fundraising? Help your board to become an active partner in your development efforts. This presentation will highlight 10 easy steps to board fundraising leadership. In order to survive and thrive in the competitive environment we all face, nonprofit fundraisers must learn to leverage every asset they have. Many board members are not being utilized to their fullest extent. Fundraisers will need to become better partners with board members in meeting fundraising goals, and they must find ways to engage the board to play a leadership role in fundraising activity.

Julia Walker, Walker Consulting, New Orleans, LA Fundraising101 Theater—Hall C Intermediate Level

IE4: How to Become an AFP Conference Presenter This session will tell you the ABCs of how to submit a proposal to be a conference presenter. Presented by members of the 2012 AFP Conference Education Advisory Committee.

Robert Wahlers, CFRE, Meridian Health Affiliated Foundations, Beachwood, NJ; John Hicks, CFRE, J.C. Geever, Inc., New York, NY Information Exchange Theater—Hall C Novice Level

10:30am - 11:15am BUZZ5: Why You Need a Social Media Policy Social media is being used to fundraise and engage your constituency. However, without a social media policy and guidelines for your agency you may be headed for a great downfall. Learn how social media policies benefit agencies of all sizes and shapes.

Lisa Burns, CFRE, University of Houston, Houston, TX; David Tinker, CFRE, ACHIEVA, Pittsburgh, PA Buzz Theater—Hall C Novice Level

HIGHLIGHTS AFP Bookfair 8am - 3:30pm Book signings (see page 85) General Session Wayne Gretzky 2pm - 3:30pm

Tuesday Daily Activities & Sessions

Marketplace 8:45am 12:30pm Expo Only 10:15am 12:30pm Stay Connected afpmeet.org #afpmeet

DRIVE 2012 | 41

Tuesday, April 3, 2012 12:30pm - 1:30pm ACFRE3: Ethics in Fundraising Approved for 1.0 ACFRE Leadership Credits Public confidence and trust are vital to philanthropic fundraising, thus ethical practice is essential to the continued development of philanthropy and the professionalization of the fundraising practice. Through interactive participation, the course is designed to promote the participant’s awareness of ethical questions and their ability to critically interpret ethical issues as it relates to their organization’s mission and interest; solicitation and stewardship of funds; donor interest; and the treatment of employees and volunteers.

Shereitte Stokes III, ACFRE, Consultant, Brentwood, TN ROOM 221-222 Advanced Level

ACFRE6: ACFRE Orientation Getting Involved in the ACFRE Process Are you interested in applying for the Advanced Certified Fundraising Executive certification? This session will explain the ACFRE process and provide an opportunity for you to ask questions of ACFRE Certification Board members.

Erik Daubert, MBA, ACFRE, Durham, NC; Jill Pranger, ACFRE, Pranger Philanthropic, Loudon, TN ROOM 301-305 Novice Level

CD6: Tips & Templates—Working Your Legacy Program What works and what doesn’t: Tips, templates and samples from a successful gift planning program that started from scratch.

Peter Chipman, CFRE, BBA, Variety - the Children’s Charity of BC, Burnaby, BC ROOM 217-219 Intermediate Level

CD8: (Me)volution—The Greatest Journey You Will Ever Take There are certain kinds of people who change the world. They are the heroes, the iconic leaders, the Gandhi’s and Mandela’s—the inspiration collective that drives our society. But what if all these people had common characteristics? What if they had traveled a similar journey, regardless of where in the world they started? And what if these characteristics were not

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reserved for those who make the headlines? After two years of research and the input of some of philanthropy’s most esteemed thinkers, Tony and Jon are proud to present you with the guide to the greatest journey of your life—the journey from a great idea to a powerful, world-changing movement! If you’ve ever had an idea that you think is simply brilliant, then come and find out how you can fulfill your potential to be the next great inspiration. There are no more secrets. The only question is: Are you really prepared to realize your vision for a better world?

Jon Duschinsky, bethechange, London, UK; Tony Myers, Myers & Associates, Edmonton, ON ROOM 212-213 Novice Level

CF6: A Seat at the Table If you are part of a large organization (multichapter, national organization, complex university), you are familiar with the complicated dynamics of building consensus on fundraising strategy. And yet, in the end, reaching our potential requires that we work together on case for support, annual and major-gift strategy, staffing, research and education. During this interactive presentation, Peter Fissinger and Monique Hanson will share with you strategies on how to build fundraising consensus within a large organization. Learn how the chief development officer of the YMCA of the USA, her many counterparts at the local level across the nation, their volunteers and members of a national consulting firm are working together to strengthen annual giving as well as major-gift fundraising. Recommended for development leaders and staff from any national or multichapter organization, universities, healthcare systems and those who would like to learn about how larger organizations approach fundraising.

Monique Hanson, YMCA of the USA, Chicago, IL; Peter Fissinger, Campbell & Company, Chicago, IL ROOM 306 Advanced Level

CF8: Protecting Your Reputation: The Importance of Donor Due Diligence Nonprofits can face reputational risks if they partner with, or accept donations from, a corporation that works contrary to their mission or mandate. Sustainalytics will explore the subject of due diligence and outline the various corporate environmental, social and governance risks and/or opportunities that can impact or enhance a nonprofit’s image.

Marion Oliver, Sustainalytics, Toronto, ON Emily Joldersma, Sustainalytics, Toronto, ON ROOM 202-204 Intermediate Level

CI4: A Woman’s Prerogative: Are You Connected? Donor-based segmentation has evolved into a fundraising best practice. Reunion class giving. Parents’ fund. Emerging leaders. And as recently as the last decade, a growing focus and attention on women’s philanthropy. Your fundraising strategies absolutely must include women. Women have become a fundraising force to be reckoned with, as nearly half of the wealthiest individuals in the U.S. are females. Dee Vandeventer will share key strategies to create and sustain a women’s giving initiative. Through these two case studies, participants will learn how the 12-year-old ISU program experienced increase in women’s giving by 65 percent; and how, for the other, the women’s initiative now represents 10 percent of the overall campaign goal, achieved in just three years. We’ll examine the psychology behind women’s giving through the ages, pertinent research, the challenges of “selling” the concept to a mostly male board and the amazing impact a women’s giving program can have on the overall advancement efforts.

Dee Vandeventer, M.A., CFRE, ME&V Fundraising Advisers, Cedar Falls, IA ROOM 208-209 Novice Level

DR6: Hispanic Direct Response Marketing: Don’t Miss Out This session will provide data on the “country within a country” opportunity that can lead to a great source of onetime or long-term loyal donors. Hear facts and see some great examples of who is sending the message to Latinos, as well as to the general market. In this session you will: Receive current data regarding the Hispanic community in the U.S.; Learn about both one-time and long-term Hispanic donors; Learn about both the general as well as the philanthropic market in terms of the Hispanic population.

Randall Anderson, Listen Up Español, Portland, ME; Robert Banner, Children’s Miracle Network, Salt Lake City, UT ROOM 118 Novice Level

DS4: Will You Marry Me? Stewarding and engaging donors is a life-long relationship—some might say like a marriage. This session will show how a small shop can work to engage board members, donors and volunteers. Will You Marry Me will take you through the first date, courtship, engagement, marriage and renewal of vows. Keeping your staff, volunteers and donors engaged is an ongoing relationship that, if ignored, will result in divorce. This session will give you the tools for your Happily Ever After.

Laura Butler, Ridge Meadows Hospital Foundation, Maple Ridge, BC; Annika Polegato, CFRE, Ridge Meadows Hospital Foundation, Maple Ridge, BC ROOM 220 Novice Level

DS8: Finding a Clear and Exciting Fundraising Proposition If you’ve ever been asked the question, “Why should I give your charity a donation?’’ then this session is for you. If, in your answer, you are tempted to describe the important things you do, then forget it. Nobody is interested in what you do…except you! They are interested only in what you achieve when you do it. Stephen will show you a simple model that will change the way you describe the impact of your charity’s work and, by doing that, you’ll change its fortunes.

Stephen Pidgeon, FInstF, Stephen Pidgeon Ltd, Cheltenham, UK ROOM 223-224 Intermediate Level

DS10: The Constituent Engagement Journey: How a Multi-Channel Approach Leads to Success Your supporters are becoming increasingly multichannel, their attention is divided and competition for the dollar is up. To keep up with today’s donors, organizations must evolve and engage constituents in new and exciting ways. Join this strategic discussion and see how organizations are driving long-term donor value and higher retention rates through a multichannel approach.

Kenneth Kuhler, Convio, Austin, TX ROOM 110 Intermediate Level

DRIVE 2012 | 43

HIGHLIGHTS AFP Bookfair 8am - 3:30pm Book signings (see page 85) General Session Wayne Gretzky 2pm - 3:30pm

Tuesday Daily Activities & Sessions

Marketplace 8:45am 12:30pm Expo Only 10:15am 12:30pm Stay Connected afpmeet.org #afpmeet

Tuesday, April 3, 2012 12:30pm - 1:30pm (Cont.) ET4: Human Sacrifice: Getting the Next Generation Involved: Lessons From the Founder of an International Young Adult Volunteer Network Think it’s difficult to get young adults involved? Ari Teman got thousands involved in the JCorps volunteer network (JCorps.org) with a starting budget of…$300! And zero staff! Here the founder of NextGen:Charity and NextGen:Health conferences, founder of the JCorps volunteer network and an award-winning comedian tells a fun and powerful story of how you can get young adults (and everyone!) to give a damn and give a hand. Learn from case studies, hear examples of where major organizations succeeded and failed, and get your questions answered by a world-expert in involvement, social media and young adults.

Ari Teman, NextGen: Charity, New York, NY NextGen:Charity @ AFP Presenter ROOM 211 Intermediate Level

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MG8: Trans-National Fundraising Trans-Pacific fundraising presents an enormous opportunity for Asian nonprofits and donors and for their North American counterparts. What is the context for this fundraising? What strategies will work? This panel presents the views of two highly experienced multi-national fundraisers, one a leading fundraising consultant in Korea, the other a senior international fundraising executive at one of America’s largest nonprofits. Together they will consider these issues: How are Asian donors and nonprofit organizations responding to the global expansion of philanthropy? What does this mean for Western nonprofit organizations? What are the critical factors in creating an effective global philanthropic culture among Asian nonprofits and Asian donors? How do the proven, private philanthropic fundamentals apply in Asia, and how can Asian cultural realities be addressed? What is the outlook for trans-national fundraising and how can it be realized?

Marianne Briscoe, ACFRE, Ph.D. Brakeley Briscoe Inc., San Mateo, CA; YoungWoo Choi, Doum + Nanum Co. Inc., Hong Kong; John Cerniglia, Habitatfor Humanity, Americus, GA ROOM 215-216 Intermediate Level

MT5: How to Strengthen Your Development Operation

2:00pm - 3:30pm

Fundraisers are often called on to lead change in their organization’s development office. We learn “best practices” in fundraising, yet not in “change management.” To lead change at any level, we also need to understand this whole new area of “best practices” that transform them into “effective practices.” If we can help ourselves, our teammates, colleagues and volunteers to change, we CAN change whole organizations. This presentation is designed to provide you with the practical concepts and actions you can use now to lead in a rapidly and constantly transforming world!

Wayne Gretzky, Hockey Legend & Philanthropist Hall—A General Session *Reference page 47 to read more about Wayne Gretzky.

Prudence Precourt, CFRE, Verdon Precourt Associates, Sinking Spring, PA; Edward Richmond, CPA, Kutztown University Foundation, Inc., Kutztown, PA ROOM 121-122 Advanced Level

General Session Wayne Gretzky 2pm - 3:30pm

PP5: Lo Primero Primero Spanish-speaking conference attendees are invited to engage in a dialogue with members of the AFP Ethics Committee to discuss ethical fundraising, particularly within the context of Spanish-speaking societies and cultures. The session will use sample cases and real-life situations as the basis for discussions, with the goal of equipping participants with resources with which to meet the day-to-day ethical challenges encountered by fundraising professionals.

Roberto Soto-Acosta, Boys & Girls Club de Puerto Rico, Carolina, Puerto Rico; Edith Tovar de Castro, Mexico, D.F. ROOM 210 Intermediate Level

HIGHLIGHTS AFP Bookfair 8am - 3:30pm Book signings (see page 85)

Tuesday Daily Activities & Sessions

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www.smumn.edu/phildev DRIVE 2012 | 45

Stay Connected afpmeet.org #afpmeet

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It’s more than just a car. It’s a difference you can make by donating your car to charity. You can drive it to us, or we’ll come and tow it. Then we’ll sell it at one of our 155+ U.S. or 14 Canadian auction locations, and pass along the proceeds. You’ll make a difference to a person, a family, a community – and to our environment through your vehicle donation. You may even earn a tax break, too!

Join us as we make a difference. Serving North America. stay connected: afpmeet.org

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General Session Speakers AFP has always been, first and foremost, about its members. It is your DRIVE and passion for your mission that inspires your organization, serves your constituents and raises funds that change your community and the world. To inspire you, we are bringing in some of the greatest thought leaders from nearly every field imaginable. We’ve learned that what works in one organization or for one individual can inspire your ideas—even if you work for a children’s hospital and our speaker is hockey royalty.

Juana Hart Akers, Master of Ceremonies

HIGHLIGHTS Community Receptions Diversity Programs

Master of Ceremonies for the AFP general sessions is Juana Hart Akers, a corporate communication consultant and former televisions news anchor and reporter.

Featured General Session speaker: Scott Harrison, Founder & President, charity:water One of Fortunes 2011 Top 40 Under 40, Scott Harrison was a nightclub promoter when he wondered what the exact opposite of his life would look like. He started volunteering. Fast forward to 2006, when he founded charity:water to impact the lives of the billion people in the world who do not have access to clean drinking water.

Opening General Session Scott Harrison Hall A 2:30pm - 4pm General Session AFP & NextGen: Charity Experience Hall A Mon. 9:30am 11:00am General Sessions

Featured General Session speaker: Wayne Gretzky, Hockey Legend and Philanthropist Widely considered to be the greatest professional ice hockey player of all-time, Gretzky now puts his fame to work for charities, including his own - the Wayne Gretzky Foundation– as well as Right to Play, an athlete-driven humanitarian organization that uses sports to enhance child development in some of the most disadvantaged communities in the world. Come hear from one of the greatest sports legends of all time!

DRIVE 2012 | 47

General Session Wayne Gretzky Tues. 2pm 3:30pm Hall A Stay Connected afpmeet.org #afpmeet

Community/Exhibitor Receptions Sunday, April 1 Community Receptions

5:30pm - 7:00pm

4:30 PM-6:00 PM

5:30 pm - 6:30 pm

AFP-PAC Reception Fairmont Hotel Vancouver - Gabriola Contact: Jason Lee email: jlee@afpnet.org

Constant Contact Fairmont Hotel Vancouver – Galiano Come learn what’s new with Constant Contact’s expanding suite of online marketing tools and how we integrate with many of the donor management platforms that your non profit is currently using. Join us for a brief presentation and networking with other non profits and Constant Contact Staff.

AFP Canada Reception Fairmont Hotel Vancouver - Pacific Ballroom Contact: Lori Gusdorf email: lgusdorf@afpnet.org All Canadian registrants are invited to attend. Hosted by all the AFP Canadian Chapters ACFRE Reception Fairmont Hotel Vancouver - Garibaldi Contact: Cathy Williams Email: CathleneWilliams@cox.net Diversity Reception Fairmont Hotel Vancouver - Tweedsmuir Contact: Lori Gusdorf email: lgusdorf@afpnet.org Come join your colleagues in a time of networking and celebrating the uniqueness that we all bring to the fundraising profession. Hosted by the AFP Diversity and Inclusion Committee. Next Generation Reception Fairmont Hotel Vancouver – Vancouver Island Contact: Lori Gusdorf email: lgusdorf@afpnet.org All attendees under the age of 30 are invited to attend. Northeast U.S. Chapter Reception Fairmont Hotel Vancouver - Saturna Island AFP Members from Washington, D.C., Philadelphia, New Jersey, and New York City are invited to attend. 5:30pm - 6:45pm Omega Circle Reception (by invitation only) Fairmont Hotel Vancouver - Galiano Contact: Martha Kirkland, 703-519-8480 email: mkirkland@afpnet.org stay connected: afpmeet.org

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5:30pm - 7:00pm District H “US Buckles and Boots Reception” Fairmont Hotel Vancouver – Waddington Contact: Sean Hammerle, 832-691-0816 email: sean@plaidconsulting.com Presented by AFP Greater Houston Chapter and Sponsored by District H AFP Chapters Music and Munchies – Spirits and Schmoozing! Open to all District H Conference Attendees AFPeeps Tweet-Up! Achieve and Forte Interactive are proud to host #AFPMEET, a conference “Tweet-Up” in Vancouver to connect fundraisers and social media ambassadors. Come join the AFPeeps at our official Tweet-Up, at Moose’s Down Under (830 West Pender Street), just a five-minute walk from the conference!

Monday, April 2 Exhibitor Receptions 4:30pm – 5:30pm Community Chat: Blackbaud’s Proposed Acquisition of Convio Fairmont Hotel Vancouver - Waddington Speaker: Jana Eggers, Blackbaud’s SVP Products and Marketing Refreshments will be served.

DonorPerfect Fundraising Software Fairmont Hotel Vancouver - Boardroom Enjoy wine and refreshments with your colleagues and discuss some of the hottest topics in fundraising! There will be a brief presentation on Viral Web 3.0 Fundraising Techniques, Prospect Research and our latest integration with the leader in e-mail management, Constant Contact. See how these newest solutions from DonorPerfect can help you stay organized, save time and raise more money. WellCard Health Fundraising Program Fairmont Hotel Vancouver – Saturna Island WellCard Health ™ is excited to share with you a new product offering that is changing the health care conversation. WellCard Health is an innovative Discount Card program that will save your clients and their members’ money on a wide range of health care services. Cheers! To Monthly Donors – Fundraising Initiatives Pan Pacific Vancouver - Coal Harbour Suite A wonderful cause, check. A dedicated team, check. Still need an overflowing monthly donor file? Lounge and learn about the benefits of a monthly donor file with your friends and colleagues at our wine and cheese reception, with insights from a true fundraising expert with global vision and experience, Daryl Upsall.

Diversity Programs HIGHLIGHTS Community Receptions

2011-2013 AFP Strategic Plan Goal: Create a community of inclusion by seeking, embracing and engaging diverse individuals, groups and organizations with a broad representation of experiences, perspectives, thoughts and cultures within the fundraising profession

Monday, April 1, 2012 Affinity Networking Sessions Located in West Ballroom B

1:00 - 2:00 pm

Come network and share with others in various Affinity Networking Sessions on African American; Arts/Cultural; Asian; Association Foundations; Education; Faith-Based; Gay, Lesbian, Bisexual, and Transgender (GLBT); Health; Hispanic; International Fundraising; Jewish; Public Radio/TV; Rural; Young Professionals, Small Nonprofits and Youth in Philanthropy. (see page 17) During Exhibition Hours Stop by the AFP Diversity Art Showcase Sponsored by THE ALFORD GROUP Located at Booth 409 in the Exhibit Hall Stop by the AFP Diversity Art Showcase and enjoy winning art by the students at Lord Byng Secondary School located in Vancouver, BC, where they created art depicting their interpretation of philanthropy. Also featured will be a local professional artist, Sydney Blaise and AFP member art and poetry.

Diversity Programs Monday, April 1, 2012 Fairmont Hotel Tweedsmuir Room

5:30 - 6:30 pm

Diverse Communities Reception Come join your colleagues in a time of networking and celebrating the unique contributions that we all bring to the fundraising profession. Hosted by the AFP Diversity and Inclusion Committee. Monday, April 1, 2012 Room 306

2:45 - 4:00 pm

Corporate and Foundation Funders are Looking for Diversity, Are You? Sponsored by THE ALFORD GROUP Increasing numbers of foundations and corporate funders are integrating diversity throughout their funding process. The facilitator and panelists will share their insights and experience in areas such as diversity on their boards, diversity in the organizations they fund, and perspectives on funding that reflects the diversity of their community in such forms as ethnicity, socioeconomic, and the impact on the diverse populations who are served by the nonprofit organizations that they fund. Facilitator: Faye Wightman, CEO, Vancouver Community Foundation, Vancouver, BC Debora Linehan, Regional Vice President, RBC Royal Bank South Vancouver Island, BC Kelly Brown, Executive Director, D5 Coalition, Chicago, IL Dawn Chirwa, Bill & Melinda Gates Foundation, Seattle, WA

Opening General Session Scott Harrison Hall A 2:30pm - 4pm General Session AFP & NextGen: Charity Experience Hall A Mon. 9:30am 11:00am Exhibitor Receptions Diversity Program

General Session Wayne Gretzky Tues. 2pm 3:30pm Hall A Stay Connected afpmeet.org #afpmeet

DRIVE 2012 | 49

Exhibitors

(List as of March 2, 2012)

Booth 533

Access International Brenda Kelly - Manager, Business Development 1035 Cambridge St., Ste. 2 - Cambridge, MA 02141 phone: 617.218.5115 email: bkelly@accessint.com www.accessint.com ENTERPRISE/CRM is the software of choice of leading organizations looking to attract new and steward existing relationships, improve process and financial transparency, cultivate major gifts and raise more money. Access International has been the recognized leader of forward-thinking fundraising software, personalized consulting/support and outsource/ hosting services to leading nonprofit organizations for more than 30 years.

online and offline campaigns, Achieve is able to help organizations build their donor base. Achieve is also the organizer of Millennial Donors Research (millennialdonors.com). Booth 1007

Advanced Solutions International, Inc. Edward Wendling - Director of Marketing 901 N. Pitt St., Ste. 200 - Alexandria, VA 22314 phone: 800.727.8682 email: info@advsol.com www.advsol.com ASI is an international provider of membership, fundraising, and web-site management software solutions. iMIS, built on Microsoft .NET, is an industry leader with more than 33,000 users worldwide. ASI distributes its solutions through a global network of local solution providers backed by award-winning technical support. Booth 821

Amri Studio, Inc.

Booth 1005

AccuList USA David Kanter - President and CEO 1891 Goodyear Ave., Ste. 622 - Ventura, CA 93003 phone: 805.644.1967 email: david@acculistusa.com www.acculistusa.com

Christina Amri - Owner 1580 Sebastopol Road - Santa Rosa, CA 95407 phone: 707.527.1205 email: office@amristudio.com www.amristudio.com

AccuList USA can help you acquire new donors. Since 1988, AccuList USA has provided a broad spectrum of list and direct marketing services to fundraisers and their consultants including email, direct mail, mobile list brokerage, list management, list enhancement, merge-purge and predictive modeling.

Amri Studio is one of the preeminent specialists in the design and fabrication of easily updated custom crystal (donor recognition walls). Its work has won numerous national awards for art glass installations at museums, medical centers and universities. Beautiful V-cut graphics are edge lit with LEDs, creating elegant, meaningful and glowing holographic text and images.

Booth 848

Booth 433

Achieve

Aria

Derrick Feldman - CEO 233 McCrea St., Ste. 20 - Indianapolis, IN 46225 phone: 317.637.3000 email: dfeldman@achieveguidance.com www.achieveguidance.com

Catherine Winge - Executive Vice President 717 W. St. Germain - Saint Cloud, MN 56301 phone: 800.955.9924 email: cwinge@aol.com www.ariacallsandcards.com

Achieve is a creative fundraising agency working closely with organizations to attract new supporters and engage their constituents. With a focus on strategies, design and execution of

For 20 years, Aria has been a leader in creating telemarketing (AriaCalls) and handwritten direct-mail (AriaCards) strategies. Programs focus on improving donor/member retention, growing giving programs and building relationships with constituents.

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Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm

Booth 814

Booth 133

Avectra

Batsch Group Inc.

John Clese - Director Product Marketing, Not-for-Profit 7901 Jones Branch Drive, Ste. 500 McLean, VA 22102 email: jclese@avectra.com www.avectra.com

Sharon Batsch - Partner Ste. 201, 10435 - 178 St. - Edmonton, AB T5S 1R5 phone: 740.489.9911 email: ease@batschgroup.com www.batschgroup.com

Avectra netFORUM has provided world-class constituent management services for more than 17 years. Today, Avectra’s Social CRM offers built-in moves management using Donor-Centered Fundraising by Cygnus Applied Research, Avectra’s proprietary A-Score® to calculate the most valuable donors and a private online community to deepen relationships with donors and constituents. Booth 747

Barton Cotton Brett Campbell - Director of Business Development 3030 Waterview Ave. - Baltimore, MD 21230 phone: 410.247.4800 email: bret.campbell@bartoncotton.com www.bartoncotton.com For the past 82 years, Barton Cotton has proudly helped nonprofit organizations increase their revenue and net income while growing their donor files.

@EASE provides a fundraising software solution helping charities enrich donor relationships and build their capacity. By removing roadblocks to productivity @EASE clients work smarter not harder. Visit our booth and learn how to build a donor loyalty program to secure long-term support by your valued supporters. We look forward to meeting you!

Tuesday, April 3 8:45am 12:30pm Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm

Booth 1337

Behrends Bronze Mario Allende - Product Consultant/ Estimator 2207-91 Avenue - Edmonton, AB T6P 1L1 phone: 780.464.5177 email: mario@behrendsbronze.com www.behrendsbronze.com Manufacturers and designers of recognition systems, Behrends Bronze specializes in creating works that inspire enduring enthusiasm from both the donor and fundraising professional alike. Sixty years of experience and expertise allow Behrends Bronze to combine the best of traditional and modern materials to provide winning donor-recognition solutions.

DRIVE 2012 | 51

Tuesday 10:15am 12:30pm

AFP MARKETPLACE Stay Connected afpmeet.org #afpmeet

Booth 717

Booth 707

Bentz Whaley Flessner

BidPal, Inc.

William Tippie - Principal 7251 Ohms Lane - Minneapolis, MN 55439 phone: 952.921.0111 email: bwf@bwf.com www.bwf.com

Karrie Wozniak - VP, Marketing & Events 8425 Woodfield Crossing, Ste. 501 - Indiapolis, IN 46240 phone: 888.729.0399 email: kwozniak@bidpalnetwork.com www.bidpalnetwork.com

Bentz Whaley Flessner, a leading fundraising consulting firm for over twenty-five years, provides quality advice for every step of the development process to educational institutions, academic medical centers, healthcare systems, and arts and cultural organizations— nationwide—including specialty counsel on advancement services, annual giving, prospect research and alumni relations.

BidPal improves charitable fundraising by helping nonprofits use a fully integrated technology solution to more efficiently run their events from planning to checkout. BidPal’s event management solutions, automated handheld bidding auctions, payment processing, online fundraising, consulting services and more help make charitable events more fun and more profitable. BidPal is truly revolutionizing charitable fundraising today.

Booth 513

Bernard Data Solutions, LLC Carrisa Paulson 11800 Ridge Pkwy., Ste. 175 - Broomfield, CO 80021 phone: 303.629.2727 email: cpaulson@bernardsolutions.com www.bernardsolutions.com Bernard is a unique fundraising and donor management software suite currently powering some of the nations largest and most complex nonprofits. With pricing based on the size of your organization, every nonprofit can have affordable access to the most powerful and up-to-date fundraising and donor management tools available. Please visit our booth for a demonstration. Booth 1220

Beyond Nines Lisa Lane Kasperzak - CEO 17024 37th Ave. N.E. - Seattle, WA 98155 phone: 206.651.5099 email: lisa@beyondnines.com www.beyondnines.com Do you have Blackbaud software? Need help with training, web development or just making things work? Beyond Nines specializes in The Raiser’s Edge, NetCommunity and other Blackbaud products. Yes we do hosting too! We’re the friendly alternative to Blackbaud’s professional services. AFP Special: Stop by booth #550 for a certificate worth $1,000 in savings! stay connected: afpmeet.org

#afpmeet

Booth 1033

Blackbaud Daniel Island Drive - Charleston, SC 29492 phone: 843.216.6200 email: solutions@blackbaud.com www.blackbaud.com Blackbaud is the leading global provider of software and services designed specifically for nonprofit organizations, enabling them to improve operational efficiency, build strong relationships and raise more money to support their missions. Headquartered in the United States, Blackbaud also has operations in Australia, Canada, Hong Kong, the Netherlands and the United Kingdom.

Booth 135

Blakely & Associates Inc./ Prime Data/ HCBCommunications Peter Blakely - President 2-240 Industrial Parkway S. - Aurora, ON L4G 3V6 phone: 905.727.6188 email: info@blakelyassociates.com www.blakelyassociates.com Think different. Think Blakely. And you’ll be glad you did. Blakely & Associates is a full-service direct-response marketing agency with a 18-year proven track record of helping nonprofit clients exceed their fundraising goals. Through our cutting-edge strategy, industry leading analytics and breakthrough creative, we will grow your program and surpass your expectations. Booth 1311

Blue State Digital Jason Johnson 5 W. 20th St. - New York, NY 10011 phone: 646.862.1201 email: jjohnson@bluestatedigital.com www.bluestatedigital.com/bsdtools.com Blue State Digital is a digital marketing agency and technology leader in online fundraising, advocacy, social networking and constituency development programs for nonprofit organizations, political candidates and causes, and brands and businesses. Booth 823

Bob Carter Companies Bob Carter - Principal 400 Madison Drive, Ste. 204 - Sarasota, FL 34236 phone: 941.388.3412 email: bcarter@bobcarterco.com www.bobcarterco.com

private-practice firm engages a dynamic team approach to meet each client’s needs. For decades, hundreds of nonprofits have relied on Carter for creative strategies to help build successful campaigns and development programs. Booth 835

Brakely Briscoe Inc. Marianne G. Briscoe - President, Managing Director 322 W. Bellevue Ave. - San Mateo, CA 94402 phone: 650.344.8883 email: info@brakelybriscoe.com www.brakelybriscoe.com

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm Tuesday, April 3 8:45am 12:30pm

Brakeley Briscoe is one of the most experienced fundraising consulting firms serving the Americas, Europe, Asia and Africa. Our specialties include major giving, advancement abroad; capital campaign planning and management; annual and planned giving; board development; executive search; strategic planning; audits; benchmarking; and prospect research.

Expo Only Sunday 4pm - 5pm

Booth 841

Monday 11am - 1:15pm

Breakeven Inc. Craig Mabee - Business Development Manager 7100 Woodbine, Ste. 313 - Markham, ON L3Y 7V4 phone: 905.752.1500, ext. 205 email: cmabee@breakeveninc.com www.breakeveninc.com Saving the world is expensive, your fundraising software shouldn’t be! So why are you still paying for expensive, under-performing fundraising software? Breakeven’s CauseView is a single solution software, that does everything using a convenient cloud-based application. CauseView allows you to do more in one place, in less time, and with less stress.

Tuesday 10:15am 12:30pm

AFP MARKETPLACE Stay Connected afpmeet.org #afpmeet

Bob Carter and his companies provide fundraising and philanthropy counsel to nonprofit organizations across North America, Latin America and Europe. This DRIVE 2012 | 53

Booth 1006

Brian Lacy and Associates Brian Lacy - President 3122 Gannett St. - Houston, TX 77025 phone: 860.478.9291 email: brian@brianlacy.com www.brianlacy.com Brian Lacy and Associates offers U.S. and Canadian nonprofits, data cleansing and enhancement services; powerful prospect research tools; and email, text and phone messaging in addition to annual giving consulting. Brian’s more than 25 years of development experience allow him to develop effective and affordable solutions that lead to client successes.

and professional societies. Campbell & Company’s offices are located in Chicago, Boston, Portland, Los Angeles, the San Francisco Bay Area and Washington, DC. Booth 320

Capacity Marketing for Charities Stephen Maund - Director 204-2133 Bloor St. W. - Toronto, ON M65 1N2 phone: 647.351.7342 Capacity Marketing For Charities organizes Free Wills programs, addressed both to the general public and to charities’ donors. Over the past six years, more than 9,000 gifts in wills have been generated, worth $23 million. The programs run very successfully in the UK and in Canada, and are being introduced in the USA in 2012.

Booth 1008

Camelot Pewter Co., Inc. Sam Shiplett - President 12302 Patterson Ave. - Richmond, VA 23238 phone: 804.784.3770 email: camelotpewter@yahoo.com www.camelotpewter.com We produce fine quality hand-crafted 100 percent lead free pewter. Our computerized engraving allows most items to be personalized with either your logo or names, dates, titles, etc. We specialize in tasteful gifts for donor recognition, awards presentation, special events, golf and tennis tournaments, retirements, party favors, speakers, etc.

Booth 503

Care2 Clint O’Brien - VP of Nonprofit Services 1920 L St. N.W., Ste. 800 - Washington, DC 20036-5045 phone: 202.785.7308 email: nonprofitservices@care2team.com www.care2team.com Care2 is the largest and fastest-growing online social action network, with nearly 19 million members who take action every day to support progressive causes. Nonprofits use Care2 to recruit high volumes of new members, donors, advocacy supporters and Facebook fans very quickly. For more information, please contact Clint O’Brien at clint@care2team.com.

Booth 733

Campbell & Company Peter J. Fissinger - President One E. Wacker Drive, Ste. 3350 - Chicago, IL 60601 phone: 312.644.7100 email: info@campbellcompany.com www.campbellcompany.com Campbell & Company is a national consulting firm offering advancement planning, fundraising, marketing communications and executive search for nonprofit organizations in education, health and medicine, arts and culture, environment, social service

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Booth 745

CARS-Charitable Auto Resources, Inc. Bruce Bauer - Development Director 4669 Murphy Canyon Road, Ste. 100 San Diego, CA 92123 phone: 858.300.2906 email: bruceb@charitableautoresources.com www.charitableautoresources.com CARS- Charitable Auto Resources, operates vehicle—donation programs for hundreds of organizations. It’s a turnkey solution for nonprofits with few resources to create additional revenue streams. For transparency

and donor privacy, you have real-time access to donor data through our patent-pending secure Web portal. Our unique sales system maximizes your return on each donated vehicle. Booth 509

Cathedral Corporation Diane LaVigna - National Accounts Manager 632 Ellsworth Road - Rome, NY 13441 phone: 315.338.0021 email: info@cathedralcorporation.com www.cathedralcorporation.com Are you tired of the same fundraising results? Cathedral Corporationâ€™s Essentials award-winning programs integrates a suite of online and print services designed to help with your fundraising efforts and maintain cost effectiveness. Booth 903

CCS Joseph F.X. Lee - COO 461 Fifth Ave., 3rd Fl. New York, NY 10017 phone: 212.695.1175 email: ccsnewyork@ccssfundraising.com www.ccssfundraising.com CCS is a leading fundraising consulting and management firm. We partner with nonprofit organizations worldwide across all sectors to provide a direct leadership role in the design and implementation of transformational and sustainable development initiatives. Our flexible, hands-on approach and stellar professionalism allow CCS initiatives to outperform and provide an unprecedented return on investment.

Booth 803

Center on Philanthropy at Indiana University Maggie Bowden - Constituency Relations Manager 550 W. North St., Ste. 301 - Indianapolis, IN 46202 phone: 317.274.4200 email: mbowden@iupui.edu www.philanthropy.iupui.edu Now more than ever, expertise counts. The Center on Philanthropy provides balanced, comprehensive and leading education and research on philanthropy, fundraising and nonprofit practice. Through the Fund Raising School, Womenâ€™s Philanthropy Institute and Lake Institute on Faith and Giving, nonprofit professionals gain practical expertise. Booth 1223

CFRE Alicia Crittendon - Initial Certification Manager 300 N. Washington St., Ste. 504 Alexandria, VA 22314 phone: 703.820.5555 email: info@cfre.org www.cfre.org As stewards of the public trust, Certified Fund Raising Executive (CFRE) International certifies fundraising professionals who demonstrate the knowledge, skills and commitment to the highest standards of ethical and professional practice in serving the philanthropic sector. CFRE International is an independent organization working in cooperation with 20 professional associations. Booth 608

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm Tuesday, April 3 8:45am 12:30pm Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm Tuesday 10:15am 12:30pm

AFP MARKETPLACE Stay Connected afpmeet.org #afpmeet

DRIVE 2012 | 55

Changing Our World, Inc. Christopher Watson - Vice Chairman 220 E. 42nd St., 5th Fl. New York, NY 10017 phone: 212.499.0866 email: info@changingourworld.com www.changingourworld.com Changing Our World, Inc. is the leading philanthropic services company in the country, offering tailored fundraising, philanthropic services and integrated technology solutions that combine innovation with sound fundamentals. The companyâ€™s services include feasibility and planning studies, capital campaigns and major-gift initiatives, development outsourcing, planned giving, interactive services and communications. Booth 1333

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ChemArt Company Allison Hamilton - Marketing Manager 15 New England Way - Lincoln, RI 02865 phone: 401.333.9200 email: ahamilton@chemart.com www.chemart.com For 30 years, ChemArt has served as the premiere designer and manufacturer of photo-chemically etched decorative ornaments and collectibles in the U.S. Customers include the White House Historical Association, Habitat for Humanity, Notre Dame University, PETA, the National Park Service, the Jimmy Fund and the American Red Cross.

Booth 648

Booth 1003

ConnieHubbs.com

Crescendo Interactive, Inc.

Connie Hubbs 911 W. 21st Ave. - Vancouver, BC V5Z 1Z2 phone: 604.910.6719 email: connie@conniehubbs.com www.conniehubbs.com At ConnieHubbs.com, we offer online education on revenue generation and philanthropy. Our sessions will help you to expand both the range of your funding sources and your skill set in gaining sustainable support for both programs and operations.

Sandra Henningsen - Assistant Vice President 110 Camino Ruiz - Camarillo, CA 93012 phone: 800.858.9154 email: crescendo@cresmail.com www.crescendointeractive.com Crescendo Interactive is the Industry Leader for planned giving software and Internet services. Call or visit the website to request a personalized demonstration of the new GiftLegacy 3.0 eMarketing system. Booth 539

Booth 1313

Constant Contact Marketing Coach 1601 Trapelo Road - Waltham, MA 02451 phone: 800.289.2101 www.constantcontact.com More than 450,000 small organizations rely on Constant Contact to drive customer dialogs through email marketing, social media marketing, event marketing and online surveys tools coupled with unrivaled education and personalized coaching. Booth 333

Convio, Inc. 11501 Domain Dr. - Austin, TX 78758 phone: 512.652.2684 email: info@convio.com www.convio.com Convio is a leading provider of on-demand constituent relationship management solutions (eCRM) for nonprofit organizations to enable nonprofits to more effectively raise funds, influence public policy and support their missions by leveraging the Internet to build strong relationships with constituents.

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm Tuesday, April 3 8:45am 12:30pm

Cuso International Catherine Beach - Marketing Advisor 44 Eccles - Ottawa, ON K2P OC6 phone: 613.829.7445 email: questions@cusointernational.org www.cusointernational.org

Expo Only Sunday 4pm - 5pm

Cuso International is a nonprofit organization that sends volunteers to work in developing countries. With more than 50 yearsâ€™ experience in volunteering and development, we are actively recruiting professionals, such as experienced fundraisers, to work in partnership with local colleagues, sharing their skills and expertise to help find long-term, sustainable solutions to extreme poverty.

Monday 11am - 1:15pm Tuesday 10:15am 12:30pm

Booth 1233

Damilic Corporation, formerly Signature Systems AFP MARKETPLACE

Robert Olding - President 601-7 Dover Road - Rockville, MD 20850 phone: 301.251.2960 email: signatures@realsig.com www.realsig.com Specializes in automated signature signing and simulated handwriting machines. Sells and services machines. Also rents machines and provides some direct mail and fullfillment services.

DRIVE 2012 | 57

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Booth 920

DonorDrive by Global Cloud Todd Levy - Managing Partner 30 West Third St. - Cincinnati, OH 45202 phone: 513.333.0450 ext.1010 email: tlevy@globalcloud.com www.donordrive.com Global Cloud is one of the world’s most experienced nonprofit Web software and services companies. Since 1997, Global Cloud has been solving challenges in fundraising, outreach, marketing and data management. Our flagship solution, DonorDrive social fundraising software, provides a superior user experience, flexible administration and intelligent feature set that removes frustrations and significantly boosts giving. Booth 322

DonorMagic Susan Taylor - Vice President 132 Welsh Road , Ste. 140 - Horsham, PA 19044 phone: 215.648.4405 email: susan@majorgifts.net www.majorgifts.net DonorMagic is a comprehensive screening solution that identifies your best prospects for all areas of fundraising and provides strategies for implementing the information effectively. We combine public and proprietary data on more than 110 million people, plus valuable data hidden in your database, to provide a comprehensive analysis on all of your donors. Booth 321 & 833

DonorPerfect Fundraising Software Jon Biedermann - Vice President 132 Welsh Road , Ste. 140 - Horsham, PA 19044 phone: 800.220.8111 email: jbiedermann@donorperfect.net www.donorperfect.net Thousands of nonprofits raise more money, cultivate donor relationships and save time performing daily tasks using DonorPerfect’s Web or installed fundraising software. stay connected: afpmeet.org

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DonorPerfect provides a complete constituent management solution— unlimited data for all constituents in one database, targeted fundraising efforts, comprehensive donation processing and powerful reporting and analysis. FREE trial! 800-220-8111. Booth 921

DonorPro by TowerCare Technologies Ben Lion - Director of Sales 10431 Perry Highway - Wexford, PA 15090 phone: 724.935.8281 email: blion@towercare.com www.towercare.com Nonprofits worldwide use TowerCare’s fundraising and constituent management software, DonorPro, and report double-digit growth in annual donations and 40 percent average staff productivity gains. Our donor management software, mobile marketing platform, text-to-donate programs and online fundraising tools are easy to use, affordable, flexible and backed by superior customer support. Booth 221

EasyGive LLC Shari O’Loughlin 5600 Wyoming Blvd. N.E., Ste. 270 Albuquerque, NM 87109 phone: 505.998.9600 email: soloughlin@easygive.net www.easygive.net EasyGive has developed new, patent-pending technology that turns your marketing email into a payment gateway for NEW revenue. We reduce barriers to donating, expand your donor reach and allow you to reach your supporters anywhere and at anytime. EasyGive works across smart phone applications, laptops and tablets—anywhere your donor receives email.

Booth 518

Booth 535

Elevate Auctions Inc.

EU Services

Bill Brown 4116 50 Ave. S.E. â€“ Calgary, AB T2B 2T7 phone: 403.287.8439 email: bill@elevateauctions.com www.elevateauctions.com

Bert Salter - Business Development Manager 649 North Horners Lane - Rockville, MD 20850 phone: 301.424.3300 email: bsalter@euservices.com www.euservices.com

We provide fundraising services to nonprofits. This includes live auctioneers/spotters, online auction capability, event consultation and no-risk items to complement the event such as memorabilia, trips, jewelery, spa and wine packages and more.

EU Services is a direct-mail marketing company with an extensive line of production options, proactive project management and innovative performance optimization solutions. We work with fundraising organizations to improve their direct-mail success by leveraging our industry expertise to help develop creative direct-mail solutions to meet the challenges your organization faces today.

Booth 522

Environics Analytics Peter Baker - Vice President and Practice Leader 55 York St., 10th Fl. - Toronto, ON M5J 1R7 phone: 416.969.2784 email: peter.baker@environicsanalytics.ca www.environicsanalytics.ca Environics Analytics is the premier marketing and analytical services company in Canada. Specializing in segmentation, site modeling and custom analytics, the Toronto-based company provides data-driven market insights to help our clients find and keep their customers.

Booth 636

Equilar Atlas

Booth 807

Events Marketing Mary-Jane Owen - President 555 Richmond St. W., Ste. 216 Toronto, ON M5V 3B1 phone: 416.364.9417 email: info@eventsmarketing.ca www.eventsmarketing.ca/www.emtechnologies.ca Events Marketing is a leading Canadian experiential marketing agency. The company is headquartered in Toronto. With offices in Vancouver and Montreal, weâ€™ve developed a reputation for excellence in implementing powerful field campaigns for clients across Canada. The Events Marketing Technology Suite will take your fundraising to the next level.

Brian Cotter - Marketing Manager 1100 Marshall St. - Redwood City, CA 94063 phone: 650.241.6600 email: bcotter@equilar.com www.equilaratlas.com

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm Tuesday, April 3 8:45am 12:30pm Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm Tuesday 10:15am 12:30pm

AFP MARKETPLACE Stay Connected afpmeet.org #afpmeet

Through your network, Equilar Atlas identifies direct pathways to the most influential executives, then delivers actionable insight into upcoming wealth events to drive new major gifts. Equilar Atlas empowers you to work smarter, prioritize key prospects, and shorten the paths to reach individuals at the best times to donate their assets. DRIVE 2012 | 59

Booth 1320

Faircom New York Corinne Servily - President 12 W. 27th St., 13 Fl. - New York, NY 10001 phone: 212.737.3876 email: corinne@euroamerican.cc www.faircomny.com

Far Horizons, a travel organization, specializes in fundraising through travel. Far Horizons provides both land and cruise packages at highly discounted rates. Our volume discounts from airlines, cruise lines, hotels, etc., are passed on to our clients, offering them great savings. We have helped hundreds of organizations raise funds. Booth 844

Forte Interactive

Faircom New York is a full service multichannel direct-marketing communications agency dedicated to helping you extend your reach. We approach each client as a full-time partner, establishing close communication throughout the fundraising process.

Monte Lambert - Executive Vice President of Sales 307 Evernia St., Ste. 300 - West Palm Beach, FL 33401 phone: 561.833.4040 email: mlambert@forteinteracative.com www.forteinteractive.com

Booth 1108

Forte Interactive understands the specific needs of the nonprofit. Whether youâ€™re a small service agency facing budget cuts or a large foundation, we have the solution for you. With our TrustedPartner Nonprofit Edition your organization will always be equipped with our latest Web tools.

Far Horizons Tiru Irani - President 135 Chestnut Ridge Road - Montvale, NJ 07645 phone: 201.529.4691 email: tiru@cmtnj.com

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Booth 234

Booth 739

Framework

Fundraising Co-Pilot

Anil Patel - Executive Director 179 John St., Ste. 403 - Toronto, ON M5T 1X4 phone: 416.840.6295 email: apatel@timeraiser.ca www.frameworkorg.org Framework is a nonprofit organization that creatively connects people with causes and causes with people. We are agile, efficient and passionate about sharing. Our Share-by-Default programming, Sharesies, will utterly transform how funders and grantees share information.

Marketplace Hours: Sunday, April 1 Noon - 5pm

Carl Manfield - Partner 2101 Rivemont Ave. - Lynchburg, VA 24503 phone: 434.846.8095 email: ManfieldACFRE@Comcast.net Fundraising Co-Pilot offers you and your entire staff conference-like access to panels and presenters on a variety of relevant fundraising topics by download and DVD. Each session focuses on a single topic, presented by an expert. Partner companies provide fundraising counseling and video production.

Monday, April 2 8:45am - 4pm Tuesday, April 3 8:45am 12:30pm

Booth 935 Booth 1319

Frendo Erika Racicot - Chief Operations Operator 200-5970 Center St. S.E. â€“ Calgary, AB T2H 0C1 phone: 403.992.7295 erika.racicot@frendo.com www.frendo.com Frendo the only fee-free platform that empowers charities to receive every cent of every donation. Booth 837

Fundraiser Photo Book

Fundraising Initiatives Inc. Peter Hause - Business Development Manager 8630 Fenton St., Ste. 821 - Silver Spring, MD 20910 phone: 240.450.0092 email: phause@fiius.us www.fundraising-initiatives.org Fundraising Initiatives, Inc. is the global leader in faceto-face fundraising. We offer fundraising services through residential canvassing, private site staffing and street canvassing. We also provide long-term donor management services for the donors we recruit. Regardless of the program, we are committed to the acquisition of long-term, committed monthly donors.

Vance Woolwine - Vice President Marketing 102 Jonathan Blvd. N. - Chaska, MN 55318 phone: 952.479.6103 email: vance.woolwine@fundraiserphotobook.com www.fundraiserphotobook.com

Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm Tuesday 10:15am 12:30pm

AFP MARKETPLACE

Photo Books as a fundraiser. No upfront cost. No inventory to purchase. No direct selling. Little or no staff time required. Itâ€™s safe, fun and easy to do. Perfect for events, sports, schools. 20 percent of revenue goes to the nonprofit. Ongoing program that builds over time.

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DRIVE 2012 | 61

Booth 1332

FundRaising Success Magazine Kevin Landers - Vice President/Group Publisher 1500 Spring Garden St., Ste. 1200 - Philadelphia, PA 19130 phone: 973.956.8585 email: klanders@napco.com www.fundraisingsuccessmag.com FundRaising Success provides its 15,000 fundraising subscribers with useful strategies, tactics and expert advice to help them increase donor revenue. It also offers the FS Advisor e-strategy guide, re-launched fundraisingsuccessmag.com, our CFRE-approved FS Educational Webinar Series and the very targeted online FundRaising Success Job Connection. Booth 1221

Gabriel Group Elsie Listrom - Vice President, Nonprofit Services 3190 Rider Trail S. - Earth City, MO 63045 phone: 314.743.5700 email: elsie.listrom@gabrielgroup.com

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Gabriel Group is a full-service direct mail fundraising firm specializing in donor retention and upgrade with emphasis on mid-point donors. We offer campaign strategy provided by CFREs, creative services, data analytics, direct mail and e-marketing production. Our integrated multichannel campaigns often increase average gifts/revenue by more than 25 percent and reduce costs, significantly improving ROI.

Booth 317

Gateway Publishing Co. Ltd. Rhonda Pineau - Sales/Marketing Manager 385 DeBaets St. - Winnepeg, MB R2J 4J8 phone: 800.665.4878 ext. 891 email: rhonda@gatebook.com www.gatebook.com Gateway Publishing is an established cookbook publisher that brings 45+ years of experience to your next fundraising effort. As a fundraiser, cookbooks generate as much as 200 percent to 300 percent return on your investment! We know cookbooks are proven, popular and profitable! We also offer solutions for donor recognition or volunteer gifts.

Booth 232

Booth 1104

GiftWorks

Grant Professionals Association

Steve Fafel - CEO P.O. Box 8075 - Lancaster, PA 17604 phone: 717.431.0200 ext.104 email: sales@giftworksconnect.com www.giftworksconnect.com

Kelli Romero - Membership Director 1333 Meadowlark Lane, Ste. 105 - Kansas City, KS 66102 phone: 913.788.3000 email: Membership@GrantProfessionals.org www.GrantProfessionals.org

GiftWorks provides nonprofits with affordable, smart fundraising software that empowers organizations worldwide to organize, strategize and communicate more effectively. We help you manage and strengthen relationships with your donors, prospects, volunteers, community leaders, board members, even your online networks—allowing you more time to focus on your nonprofit’s mission. Doing good. Better. That’s GiftWorks.

Grant Professionals Association, a nonprofit membership association, builds and supports an international community of grant professionals committed to serving the greater public good by practicing the highest ethical and professional standards. GPA is THE place for grant issues. We provide professional development, professional certification (GPC), member benefits and more!

Booth 438

Booth 1015

give2gether

Greater Giving

1313 Market St., Ste. 5100 Wilmington, DE 19801 www.give2gether.com give2gether is an online platform that enables nonprofits to create online fundraising campaigns in minutes, fully integrated with their social media efforts. By turning strangers into friends, friends into donors, donors into fundraisers and enabling social activism, give2gether increases “visitor to donor” conversion rates x3. Booth 1322

Give by Cell Dave Asheim - President 300 Beale St., Ste. 608 - San Francisco, CA 94105 phone: 415.615.0150 email: dave@givebycell.com www.givebycell.com

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm Tuesday, April 3 8:45am 12:30pm Expo Only Sunday 4pm - 5pm

Debby Roth - Relationship Marketing Manager 1920 N.W. Amberglen Pkwy., Ste. 140 Beaverton, OR 97006 phone: 800.276.5992 email: info@greatergiving.com www.greatergiving.com Greater Giving provides technology solutions to nonprofits and schools that automate and streamline fundraising efforts. Greater Giving clients save time and money on tasks ranging from procurement to event planning and execution to online giving, all while creating a better donor experience. Greater Giving is a Charter Business Member of the Association of Fundraising Professionals.

Monday 11am - 1:15pm Tuesday 10:15am 12:30pm

AFP MARKETPLACE Stay Connected afpmeet.org #afpmeet

Give by Cell is the largest approved provider of mobile giving technology, licensed by the Mobile Giving Foundation (MGF) to provide nonprofits with text message donation services. Give by Cell is a division of Guide by Cell Inc., which provides mobile technology services to more than 800 cultural institutions worldwide. DRIVE 2012 | 63

Booth 932

Booth 440

Grizzard

GuideStar USA

Chip Grizzard - CEO 229 Peachtree St. N.E., Ste. 1400 Atlanta, GA 30303 phone: 404.522.8330 email: chip@grizzard.com www.grizzard.com

Bunkie Righter - Director, Business Development 4801 Courthouse St., Ste. 220 Williamsburg, VA 23188 phone: 800.421.8656 email: brighter@guidestar.org www.guidestar.org

With more channels, more data and more opportunities to engage than ever before, you need the bold ideas of an industry leader. Grizzard Communications Group has a proven record of helping nonprofits ignite donor action, passion and loyalty. Partner with us today to achieve your vision: (800) 241-9351 or visit grizzard.com and subscribe to the blog.

GuideStar connects people and organizations with information on the programs and finances of more than 1.8 million IRS-recognized nonprofits. GuideStar serves a wide audience inside and outside the nonprofit sector, including individual donors, nonprofit leaders, grantmakers, government officials, academic researchers and the media.

CREATE MORE CONNECT MORE COLLECT MORE Increase participation and create better giving experiences by reaching donors where they spend their time – social and friend websites, events, mobile devices, and more. Easy and ﬂexible fundraising – all from Kimbia.

For more information call 512.474.4447 or email info@kimbia.com

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Booth 749

Harris Connect Kurt Worrell - Sr. VP- Client and Consumer Sales 1511 Route 22, Ste. C-25 - Brewster, NY 10509 phone: 800.326.6600 ext. 0807 email: moreinfo@harrisconnect.com www.harrisconnect.com Harris Connect provides the most integrated, multi-channel platform for donor outreach in the market today by providing our clients with options to reach donors through online communications, mobile marketing, direct mail and the telephone. Our superior data cleansing and analytics, state-of-the-art technology and extensive experience create campaigns that generate the highest results. Booth 741

Harvey McKinnon Associates Alan Sharpe - Senior Strategist #330, 1985 W. Broadway Vancouver, BC V6J 4Y3 phone: 604.732.4351 ext. 212 email: alans@harveymckinnon.com www.harveymckinnon.com Need to acquire more donors, boost net revenue and increase the lifetime value of your donors? Let’s talk. We’re Canada’s only national direct-response fundraising agency, with offices in Toronto and Vancouver and satisfied clients coast to coast. We help you grow your support base and revenue with strategic, cost-effective direct mail, monthly giving and bequests.

Booth 405

HEP Development Debbie Miller - Senior Consultant 105 Loudoun Street SW Ste. 1 - Leesburg, VA 20175 phone: 703.669.5602 email: dbmiller@hepdata.com www.hepdata.com/afp

and real time wealth tracking. HEP has more that 4,000 clients in the US and Canada and is based in the D.C. metropolitan region. For more information, call 800-681-4438, visit www. hepdata.com or email info@hepdata.com.

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm

Booth 735

High Touch Direct Mail Joseph Ellis - Executive Vice President 300 E. State St., Ste. 470 - Redlands, CA 92373 phone: 909.855.3612 email: hightouchsolutions@msn.com www.hightouchsolutions.com Increase your direct-mail response rate! Hand-addressed envelopes always get opened and handwritten notes always get read. AFP Special: FREE HandScript of your penmanship for use on your next direct-mail package with us. A $300.00 value. It’s yours for no extra charge on orders of more than 5,000 pieces.

Tuesday, April 3 8:45am 12:30pm Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm

Booth 640

Tuesday 10:15am 12:30pm

IATS Payments Jennifer Cole - Sales Manager 600 - 1188 W. Georgia St. Vancouver, BC V6E 4A2 phone: 866.300.4287 email: jennifer.cole@iatspayments.com www.iatspayments.com IATS is a leading provider of integrated end-to-end donation processing solutions for nonprofit organizations. Our simple, seamless transaction processing services are specially designed to help nonprofit organizations save time and money on fundraising, allowing you to focus more of your efforts on your mission.

HEP Development is the leading provider of matching gift data, data-cleansing (phone, address, email append) DRIVE 2012 | 65

AFP MARKETPLACE Stay Connected afpmeet.org #afpmeet

Booth 223

Booth 644

Impressions in Stone

iWave Information Systems Inc.

Kathy Tomczyk - Sales & Operations Manager 242 W. U.S. Highway 45 - Indian Creek, IL 60061 phone: 847.816.1500 email: kathy@impressionsinstone.com www.impressionsinstone.com

A.J. Pickens - Director of Sales 28 Hillstrom Ave. - Charlottetown, PE C1E 2C5 phone: 902.894.2600 email: Andrew.Pickens@iwave.com www.iwave.com

Brick, natural stone products and tile engraving company specializing in assisting in fundraising efforts of churches, Park Districts, Cities and special interest groups.

Prospect Research Online, by iWave Information Systems, is a subscription-based, cost-effective, easy-to-use Web research tool that helps nonprofits identify and qualify potential funders in three key areas: Individual Giving, Corporate Giving and Foundation Giving. Prospect Research Online (PRO) empowers organizations in their fundraising efforts and produces an amazing return on investment.

Booth 902

Insurance Auto Auctions | One Car One Difference

Booth 309

Todd Holder - National Charity Sales Manager Two Westbrook Corporate Center, Ste. 500 Westchester, IL 60467 phone: 708.492.7000 email: tholder@iaai.com www.1Car1Difference.com

Jenzabar

IAA’s Donation Division offers one of the nation’s leading and most respected vehicle donation programs. Since 1994, IAA has utilized its business model to provide complete donation processing services for nonprofit organizations and provide exceptional returns for vehicle donations. Visit IAA’s One Car One Difference national vehicle donation program www.1car1difference.com.

Jenzabar is a leading provider of software and services developed exclusively for higher education. With more than 35 years experience delivering enterprise solutions to colleges and universities, Jenzabar is the technology partner of choice on more than 700 campuses worldwide, dedicated to driving institutional success in three key areas: Enrollment, Retention and Advancement (ERA).

Lauren Fortunato - Events Coordinator 101 Huntington Ave., Ste. 2205 - Boston, MA 02199 phone: 617.492.9099 email: lauren.fortunato@jenzabar.net www.jenzabar.com

Booth 538

JR Direct Response International Inc. Kris Gibson - Consulting Division Manager 4917 Delta St. - Delta, BC V4K 2V1 phone: 604.940.0277 ext. 108 email: krisgibson@jrdirect.com www.jrdirect.com JR Direct offers a complete range of direct marketing services to develop and execute successful fundraising campaigns. With more than 20 years experience assisting clients from across North America, Europe, Australia and Asia, we can provide all the expertise and advice needed to make your local, national or international fundraising program a success. stay connected: afpmeet.org

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Booth 341

Kaptivate Otto Orantes - Senior Partner 9 Potomac Court - Alexandria, VA 22314 phone: 703.549.1808 email: info@kaptivategroup.com www.kaptivategroup.com In today’s increasingly mobile society, nonprofits need an affordable means to cultivate supporters, raise funds and keep their brands relevant. AFP and Kaptivate have partnered to deliver a powerful mobile solution that gets the job done. The MobileNow solution connects your brand to both a powerful mobile “engagement” platform and an easy-to-use donation interface.

Booth 713

Karen Singer Tileworks, Inc. Karen Singer - Artistic Director 90 E. Church Lane - Philadelphia, PA 19144 phone: 215.849.7010 email: karensinger@karensinger.com www.karensinger.com “A Fine Art Approach To Donor Recognition,” we specialize in creating ceramic tile murals, awards, gifts, room plaques and directional signage with imagery that captures the spirit of your organization. We work closely with our clients to create a one-of-a-kind donor-recognition system that functions as public art. Inspire, engage and recognize your donors. Booth 646

KELL Partners

KELL Partners is a Software-as-a-Service consulting firm for nonprofits. We leverage our extensive technology expertise and deep experience serving the nonprofit sector to ensure organizations receive maximum value from their SaaS technology investments. Booth 1310

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm

Keys Direct Marketing & Communications Alison Keys - President 2580 Innes Road - Ottawa, ON K1B 4Z6 phone: 613.841.9850 ext. 3030 email: alison@keysdirect.com www.keysdirect.com

Tuesday, April 3 8:45am 12:30pm

Keys Direct Marketing & Communications works with nonprofit clients to develop customized and targeted direct response campaigns designed to nurture donor relationships and maximize revenue. Services include: telefundraising, direct mail, email and strategic planning/consulting.

Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm

Booth 1219

KIMBIA John Kinny - Vice President 1050 E. 11th St., Ste. 200 - Austin, TX 78702 phone: 512.961.5358 email: info@kimbia.com www.kimbia.com KIMBIA provides the most powerful and flexible online fundraising and event management tools in the marketplace today, empowering organizations to significantly increase giving, participation and advocacy through online, social media and mobile channels. Based in Austin, Texas, KIMBIA is proud to support more than 1,100 customers to date.

Sandra Jensen - Founder 303 Camp Craft Road, Ste. 325 - West Lake Hills, TX 78746 phone: 512.732.2449 email: sandra@kellpartners.com www.kellpartners.com

Tuesday 10:15am 12:30pm

AFP MARKETPLACE Stay Connected afpmeet.org #afpmeet

DRIVE 2012 | 67

Booth 1215

Booth 1123

Leadership Directories, Inc.

Legacy Leaders

Catherine Buscemi - Marketing Coordinator 104 Fifth Ave. - New York, NY 10011 phone: 212.627.4140 email: cbuscemi@leadershipdirectories.com www.leadershipdirectories.com

Chris Heldman - Chief Business Development Officer 2755 E. Desert Inn Road, Ste. 100 - Las Vegas, NV 89121 phone: 877.674.3453 email: info@legacyleaders.com www.legacyleaders.com

Looking for grant managers, charitable giving contacts, c-level executives and board members? Leadership Directories provides up-to-date, accurate contact and biographical information for key leaders in government, business, legal, media and nonprofit organizations. Our verified content is available in online directories that allow fundraising professionals to download their own contact lists.

Since 1995, Legacy Leaders has provided North American nonprofit institutions with the highest quality planned-giving services and products. Legacy Leaders has pioneered-marketing programs that maximize productivity while remaining sensitive to donors. Our unique campaigns will secure donors and new prospects for your organization.

Sage gives you the knowledge you need to build strong relationships and boost giving. Know more about your constituents and you’ll get the gifts to secure your institution’s future. Sage Millennium gives you the exibility to retrieve data in meaningful ways. Identify those most likely to support initiatives like scholarships, library funds, and building endowments. Built for mobility, Sage Millennium lets you access and update data from any smart device. Visit SageNonpro t.com/millennium today to make your institution Sage.

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Booth 235

Listen Up Español Randall Anderson- SVP 50 Monument Square, Ste. 300 Portland, ME 04101 phone: 207.774.1425 email: randall@listenupespanol.com www.listenupespanol.com Listen Up Español, North America’s premier Spanishlanguage call center, understands the U.S. Hispanic community and its caring, generous nature. For charitable campaigns, the Listen Up Español team connects with prospective donors on many levels and attains results for causes from children’s hospitals, disasters and more. Don’t miss out. Come talk to us in Vancouver.

Booth 423

LOIS L. LINDAUER SEARCHES Ronald Schiller - SVP for Business Development 420 Boylston St., Ste. 604 - Boston, MA 02116 phone: 617.262.1102 email: rschiller@lllsearches.com www.lllsearches.com Solely dedicated to the recruitment of development and advancement professionals, Lois L. Lindauer Searches (LLLS) provides the highest caliber of retained executive search services. We are one of the fastest growing search firms, known for engaging the best candidates, overcoming marketplace obstacles and successfully conducting multiple searches for a single institution or organization. Booth 1021

MD Designs by Metal Decor Dan Marshall - National Sales Manager 2601 Colt Road - Springfield, IL 62707 phone: 217.523.4565 email: danm@metaldecor.com www.mddesigns.com

For more than 50 years, metal decor has been the industry leader in donor recognition, individual awards and signage. Now we are branching out and expanding into MD Designs. MD Designs by Metal Decor offers the same experience and quality in the recognition world as well as a new creative approach to design and service.

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm

Booth 703

Metafile Information Systems, Inc.

Tuesday, April 3 8:45am 12:30pm

Mark Gerber - Regional Sales Manager 2900 43rd St. N.W. - Rochester, MN 55901 phone: 507.286.9232 email: success@resultsplussoftware.com www.resultsplussoftware.com ResultsPlus fundraising software supports the way you work. From planning your day to interacting with your donors to tracking your dollars and reporting your results, ResultsPlus helps maximize your time and that of your staff and volunteers. Focus on what matters most: furthering donor relations and supporting the mission.

Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm

Booth 441

Metasoft Systems Aaron Deitcher - General Manager, Client Services 353 Water St., Unit 300 - Vancouver, BC V6B 1B8 phone: 604.683.6711 email: adeitcher@foundationsearch.com www.foundationsearch.com Metasoft Systems Inc. is the provider of FoundationSearch, North America’s most comprehensive source of fundraising information, with full grant and trending analysis on more than 120,000 foundations and an integrated donor management system. Our newest offerings include Director Connections, an innovative relationship mapping tool, and Metasoft Education, featuring Web-based and live training with leaders in philanthropy.

DRIVE 2012 | 69

Tuesday 10:15am 12:30pm

AFP MARKETPLACE Stay Connected afpmeet.org #afpmeet

Booth 1323

Booth 909

Method Works Consulting

MGI Fundraising Consulting, Inc.

Kirk Schmidt - Director, Professional Services 100-120 17 Ave. S.W. - Calgary, AB T2S 2T2 phone: 800.278.4892 email: info@methodworksconsulting.com www.methodworksconsulting.com

John A. Martin, CFRE - Managing Partner & CEO 2925 Dean Pkwy., Ste. 300 - Minneapolis, MN 55416 phone: 800.387.9840 email: martinmgi@cs.com www.mgifundraising.com

Method Works Consulting works exclusively with nonprofits to build capacity, improve workflows, ensure quality standards, as well as installing, invigorating, and designing software systems. We have technical expertise in products including The Raiserâ€™s Edge, The Financial Edge, NetCommunity, Sphere and Convio. Based in Calgary, Alberta, we have clients in Canada and the United States.

MGI is a full-service fundraising and communications consulting firm operating across North America. Since 1979 we have helped nearly 2,000 institutions develop winning strategies for feasibility studies, capital and endowment campaigns, annual fund and communication programs. Put our expertise and imagination to work for your next campaign. Visit our website:www.mgifundraising.com or email infomgi@cs.com.

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Booth 549

Millennium Logo Glove Peter Ruzyski - VP of Sales and Marketing 1685 H St. - Blaine, WA 98230 phone: 866.871.5837 ext. 4 email: pruzyski@millenniumlogoglove.com www.millenniumlogoglove.com Millennium Logo Glove works with Charity Golf Tournaments to provide unique golf tournament gifting and fundraising programs. All participants are custom fit with your golf glove, with no sizing issues and zero gloves left over upon golf tournament conclusion. Drop by our booth for a free glove! Booth 806

Mitch-Stuart,Inc.- Destinations of Excellence Michelle Cohen - President 28202 Cabot Road #525 - Laguna Niguel, CA 92677 phone: 949.276.9901 email: mcohen@mitchstuart.com www.mitchstuart.com No-risk auction packages, unique fantasy sports trips, golf and ski trips, once in a lifetime experiences, luxurious worldwide travel with the most prestigious names in travel: United and American Airlines, Four Seasons, Marriott, Hyatt, Fairmont Hotels & Resorts, The Ritz-Carlton, Disney, Sandals & Beaches and more. And use AAdvantage miles to increase donations. Booth 1321

Mobile Giving Foundation Canada Katherine Winchester - Administrator 130 Albert St., Ste. 1110 - Ottawa, ON K1P 5G4 phone: 613.233.4888 ext.216 email: support@mobilegiving.ca www.mobilegiving.ca

The Mobile Giving Foundation brings the power and reach of mobile phones to registered charities as a new fundraising and donor interaction mechanism. Through the Mobile Giving Foundation, registered charities can leverage the ubiquity of mobile without the complexity, expand and cultivate a new base of givers and create permissive donor interaction.

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm

Booth 545

National Hole-In-One Association 1840 N. Greenville Ave., Ste. 178 - Richardson, TX 75081 phone: 972.808.9001 email: hio@hio.com www.hio.com National Hole-In-One Association is celebrating more than 30 years as the worldâ€™s largest hole-in-one prize provider with prize packages starting as low as $104. Putting contests, shootouts, tournament signs, banners and weather insurance. 300,000+ events covered and in excess of $50 million in cash and prizes paid. Experience that pays!

Tuesday, April 3 8:45am 12:30pm Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm

Booth 1120

Network For Good Rebecca Higman - Product Marketing Manager 7920 Norfolk Ave., Ste. 520 Bethesda, MD 20814 phone: 888.284.7978 email: fundraising123@networkforgood.org www.networkforgood.org/npo Network for Good helps small- to medium-size nonprofits become online fundraising and email marketing superheroesâ€”without superhuman effort or big budget. We offer affordable online donation processing, email outreach, event registration and training. Since our inception in 2001 by AOL, Yahoo! and Cisco, we have processed more than $420 million in donations for more than 70,000 nonprofits.

DRIVE 2012 | 71

Tuesday 10:15am 12:30pm

AFP MARKETPLACE Stay Connected afpmeet.org #afpmeet

Booth 1336

Booth 532

North American Direct Marketing Inc.

North Park University

Kim Young - VP Sales 44 Wellesworth Drive, Ste. 206 Toronto, ON M9C 4R1 phone: 416.622.8700 email: Kim.young@nadminc.com www.nadminc.com Sixty plus years of combined experience in the direct-marketing industry, which includes list brokerage services, and list management services working with Canada’s largest companies and organizations. Timely list recommendations and list plans to build the best campaign your budget can afford.

Chris Nicholson 3225 W. Foster Ave. - Chicago, IL 60625 phone: 773.244.5518 www.northpark.edu/axleson North Park University’s Axleson Center for Nonprofit Management is a premier educational resource for nonprofit professionals. North Park offers online graduate degree and certificate programs in nonprofit management, fundraising management and higher education administration, professional development seminars and workshops, executive education for new nonprofit CEOs, online resources, published research and an annual symposium.

NPT Publishing Group, Inc., Stands Out!

The NonProfit Times™ NPT Weekly eNewsletter NPT Instant Fundraising eNewsletter NPT TechnoBuzz eNewsletter www.thenonprofittimes.com NPT Jobs eNewsletter www.nonprofitjobseeker.com Exempt Magazine Exempt eNewsletter www.ExemptMagazine.com

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201 Littleton Road Morris Plains, NJ 07950 973-401-0202 fax: 973-401-0404 www.thenonprofittimes.com

Booth 1041

O-matic Software Pam Brueck - VP of Sales & Marketing 635 East Bay St. - Charleston, SC 29403 phone: 843.564.5387 email: pamb@omaticsoftware.com www.OmaticSoftware.com O-matic Software is a software company that produces plug-ins and tools that work within Blackbaud products. Our goal is to help nonprofits better utilize resources by providing tools to eliminate tiresome and manual processes. We understand nonprofits and Blackbaud users, and the tasks that eat up usersâ€™ time. Booth 537

PacificEast Research Scott Rice - CIO 4900 S.W. Griffith Drive, Ste. 251 - Beaverton, OR 97005 phone: 800.665.8400 email: sales@pacificeast.com www.pacificeast.com PacificEast empowers businesses in the U.S. and Canada with consumer, customer and personal contact information. We start with the information you already have and use our sizable network of resources to fill in the missing pieces, allowing you to effectively drive your message and help your business work more efficiently. Booth 516

PacNet Services Ltd. Renee Frappier - Marketing Manager 4th Fl., 595 Howe St. - Vancouver, BC V6C 2T5 phone: 604.689.0399 email: renee@pacnetservices.com www.pacnetservices.com

internationally. Connect with us to begin offering the exact secure payment options that are right for your donors and solicitation methods. Accept cards, checks or direct debit by mail, telephone or Web.

Marketplace Hours: Sunday, April 1 Noon - 5pm

Booth 936

Palmer Non-Profit Communications Stan Guimont - Account Manager 2902 S. 3rd St. - Waite Park, MN 56387 phone: 800.336.3504 email: stang@Palmerprinting.com www.palmerprinting.com Palmer Non-Profit Communications is a direct-mail production organization recognized for creative ideas, attention to detail and exceptional customer service. Palmer Non-Profit Communications is your single source provider offering expertise in the development of effective fundraising appeals, design, printing, data processing and mailing. Before they open their hearts, they have to open the envelope. Booth 904

Partners In Recognition, Inc. Christina Adams - Agency Representative 405 South Main St., P.O. Box 27 Fort Loramie, OH 45845 phone: 937.420.2150 email: chris@custrec.com www.gopir.com

Monday, April 2 8:45am - 4pm Tuesday, April 3 8:45am 12:30pm Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm Tuesday 10:15am 12:30pm

Partners In Recognition is a company founded by professionals to serve professionals. We have over 100 years of collective experience in donor recognition. As professionals we understand the need to maximize your investment in donor recognition. We offer a variety of custom-designed systems to meet those needs.

AFP MARKETPLACE Stay Connected afpmeet.org #afpmeet

PacNetâ€™s donation processing services make it easier for you to raise funds both nationally and DRIVE 2012 | 73

Booth 412

Booth 812

PG Calc

Pinnacle Productions Video Services

Joe Sabella - Director of Sales 129 Mount Auburn St. - Cambridge, MA 02138 phone: 888.497.4970 email: jsabella@pgcalc.com www.pgcalc.com

David Harl - Producer 620 W. Main St. - Lexington, KY 40508 phone: 859.358.7370 email: dharl@pinnacleproductions.com www.pinnacleproductions.com

PG Calc is the expert in planned giving. We provide consulting, marketing and gift administration services, software, tools and education to charities and allied professionals nationwide.

Pinnacle Productions is a full-service video production company specializing in producing fundraising and promotional videos for nonprofit organizations. Our producer has worked in nonprofits as a development officer and has won two Telly Awards for excellence in fundraising. We work to help you tell your story in a way that compels donors to action.

Booth 540

Philanthropy Journal Debbi Fox-Davis - Director of External Relations 2700 Stinson Drive, Cox Hall Rm. 514, Campus Box 7011 - Raleigh, NC 27695 phone: 919.515.0272 email: dfox-davis@philanthropyjournal.org www.philanthropyjournal.org Philanthropy Journal: Your online nonprofit resource. PJ delivers nonprofit news, resources, jobs, webinars and more to help you understand, support and work in the nonprofit world. PJ is a program of the Institute for Nonprofits at North Carolina State University. Booth 638

PhotoPhilanthropy Nancy Cole - Sr. Director, Development & Nonprofit Alliances 25 6th Ave. - San Francisco, CA 94118 phone: 415.379.4555 email: info@photophilanthropy.org www.photophilanthropy.org PhotoPhilanthropyâ€™s mission is to promote and reward connections between photographers and nonprofit organizations around the world to tell the stories that drive action for social change.

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Booth 907

Plus Computer Solutions Glen Mund - President, CEO 305-9600 Cameron St. - Burnaby, BC V3J 7N3 phone: 604.420.1099 ext. 210 email: glen@plus.ca www.plus.ca Plus Computer Solutions offers powerful nonprofit management solutions focused on the common needs of nonprofit organizations. These solutions promote improved membership management, accurate and timely reporting, easier access to data, tracking of service delivery, case management, contract monitoring and automated processes that help reduce expenses and track donor relations. Booth 802

Presentation Design Group Andrew Pickering - Director of Business Development 1010 Obie St. - Eugene, OR 97402 phone: 541.344.0857 email: ap@pdgdesign.net www.pdgdesign.net From eye-catching donor walls to interpretive exhibits, our designers go far beyond inscribing names on plaques to create the art of donor recognition. Combining the creative with the practical, we craft exceptional displays that bring recognition and communication together to tell your story, honor your contributors and inspire future support.

Booth1312

Presentations, Inc. Todd Burgess - Vice President 935 Boyson Ct., Ste. B - Hiawatha, IA 52233 phone: 319.396.8101 email: todd@p-egd.com www.p-egd.com Designer and fabricator of custom donor recognition products, wayfinding and branding elements. Capabilities include indoor or outdoor, static and digital elements created in media that include metal, plastic and glass.

Marketplace Hours: Sunday, April 1 Noon - 5pm

person. ProPay has differentiated from other merchant providers by eliminating monthly fees, term commitments and the need for special/costly equipment. See how affordable accepting credit card donations with ProPay can be. Booth 1237

Monday, April 2 8:45am - 4pm

Public Outreach Allana Carson-Woodley - Senior Associate, Client Partnerships Ste. 1005, 207 W. Hastings St. - Vancouver, BC V6B 1H7 phone: 416.861.9615 ext. 308 email: allana@publicoutreach.ca www.publicoutreachgroup.com

Tuesday, April 3 8:45am 12:30pm

Booth 1235

PROFAX, Inc. Andrew Barnett - VP 20 Max Ave. - Hicksville, NY 11801 phone: 516.942.8000 ext. 305 email: andrew@profax.com www.profax.com Twenty-plus years of experience, PROFAX, Inc. is a customized, automated fax broadcasting system. For pennies a page, reach more donors and organizations, for much less than traditional mailers. Services include an account manager, mail merge and reporting. PROFAX, Inc. allows an easy, fast & cost-effective way to reach all of your recipients. Great for invites, donation forms and newsletters. Booth 1317

ProPay, Inc. Darrel Welling - EVP Sales & Client Relations 3400 Ashton Park Blvd. - Lehi, UT 84043 phone: 801.852.4062 email: dwelling@propay.com www.propay.com

Public Outreach is North Americaâ€™s leading full-service monthly donor acquisition agency. Our professionally trained street, door and mall fundraising teams will exceed your expectations on brand representation and quality long-term monthly donor acquisition. We pride ourselves on delivering the best return on investment of any monthly giving acquisition campaigns.

Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm

Booth 1102

Pursuant Ketchum

Tuesday 10:15am 12:30pm

Trent Ricker - CEO 5151 Belt Line Drive, Ste. 900 - Dallas, TX 75254 phone: 800.242.2161 email: info@ketchumservices.com www.ketchumservices.com Pursuant Ketchum provides customized capital campaign counsel including campaign planning, case development, prospect identification, solicitation training, staff support and training, strategic planning, volunteer and board leadership development and volunteer enlistment planning. By combining vast experience with innovative techniques, Pursuant Ketchum has helped more than 11,000 nonprofit organizations receive in excess of $13 billion.

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ProPay offers simple, safe and affordable merchant services. ProPay enables customers to accept donations/purchases through their website and in

DRIVE 2012

Booth 1122

READITFOR.ME Steve Cunningham - President 3310 S. Service Road, Ste. 300 Burlington, ON L7N 3M6 phone: 905.383.8611 email: steve@readitfor.me

Rich Tolsma Productions is a full-service video and multimedia production company experienced in developing and producing programs for businesses, educational institutions, organizations and nonprofits. These include fundraising, marketing, public relations, training, educational programs, meeting opens and commemorative and celebratory programs in a wide variety of styles.

Booth 1002

We are an online education company offering summaries of the worldâ€™s best business and personal development books, including books from the nonprofit sector, and digital marketing training to help your organization raise more money using social media, website conversion and email marketing. Booth 1032

Rich Tolsma Productions Rich Tolsma - President 1516 S. 13th St. Philadelphia, PA 19147 phone: 215.336.2624 email: rtolsma@richtolsmaproductions.com www.richtolsmaproductions.com

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RuffaloCODY Rich Van Antwerp - VP Non-Profit Services 65 Kirkwood N. Road S.W. Cedar Rapids, IA 52404 phone: 319.362.7483 email: rich.vanantwerp@ruffalocody.com www.ruffalocody.com RuffaloCODY is the recognized leader in providing strategic fundraising, membership and enrollment management services and software for institutions of higher learning and high-affinity nonprofit organizations. RuffaloCODY is one of Americaâ€™s fastest growing private companies with more than 4,500 employees in more than 100 locations.

Booth 332

Russ Reid Jamie Brown - New Business Director 2000 L St., N.W., Ste. 350 Washington, DC 20036 phone: 202.912.8617 email: jpbrown@russreid.com www.russreid.com

The M.A. in Philanthropy and Development Program at Saint Mary’s University of Minnesota serves development professionals seeking an advanced education, professional academic credentials, additional expertise and a broad philosophical perspective in the areas of philanthropy and development. Emphasis is on ethics, contemporary issues, leadership, effective practice and professionalism. Booth 504

Russ Reid is the world’s largest agency exclusively dedicated to nonprofits. Whether acquiring high-quality prospects and maximizing donor value, or securing significant federal dollars from the U.S. Congress, Russ Reid is uniquely focused on helping its clients grow beyond everyday probabilities to do even greater work. Booth 519

Sage 12301 Research Blvd., Bldg. IV, Ste. 350 - Austin, TX 78759 phone: 866.831.0615 email: info.nonprofit@sage.com www.sagenonprofit.com Sage Nonprofit Solutions has been serving nonprofit organizations for more than 30 years. From fund accounting, donor and fundraising management, and online fundraising tools, to donation processing, human resources (HR) and grant management, Sage offers a software product or service to meet your organization’s needs.

Booth 1106

Saint Mary’s University of Minnesota Gary Kelsey Ed.D - Program Director 700 Terrace Heights #77 - Winona, MN 55987 phone: 800.635.5987 email: philanthropy@smumn.edu

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm

Salsa Labs, Inc. Tuesday, April 3 8:45am 12:30pm

Matt Wilson - Director, Enterprise Sales 1700 Connecticut Ave. N.W., Ste. 300 Washington, DC 20009 phone: 202.558.2807 email: mwilson@salsalabs.com www.salsalabs.com Salsa is the integrated, online platform that empowers nonprofits to do good works. Organizations of all sizes can manage their supporters, communicate, fundraise, advocate, host events, and much more. Salsa currently supports more than 2,000 nonprofit groups relationships with more than 70 million supporters, members, donors, activists and fans all around the world. Booth 840

Serenic Software Mandy Lunnon - Marketing Development Manager 141 Union Blvd., Ste. 400 - Lakewood, CO 80228 phone: 303.980.6007 ext. 111 email: marketing@serenic.com www.serenic.com Serenic Software is a leading publisher of financial and business operations software for nonprofits and nongovernmental organizations (NGOs). Serenic’s DonorVision 2011, built on the Microsoft Dynamics CRM 2011 platform, is a multilanguage and multicurrency solution providing the tools organizations need to help manage and integrate constituent information and fundraising activities with financial data.

DRIVE 2012 | 77

Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm Tuesday 10:15am 12:30pm

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Booth 705

Signature Woodcraft Jeff Greenup - Owner 138 Timberline Road - Kelowna, BC V1W 4J6 phone: 250.764.1195 email: info@signaturewoodcraft.ca www.signaturewoodcraft.ca Specialist in making solid wood bookmarks, keytags, fridge magnets, rulers, luggage tags and Christmas ornaments that are laser engraved with stock images or custom artwork. We use high-quality materials in the manufacture of unique and beautiful pieces using recycled wood “off-cuts” from the world’s leading guitar manufacturers! Giveaways available at our booth.

Booth 632

mascot or design we can create an adorable custom item that will bring a smile to every face.

Booth 233

Sterling Martin Associates David Martin - Managing Partner 1025 Connecticut Ave. N.W. Ste. 1000 - Washington, DC 20036 phone: 202.327.5485 email: dmartin@smartinsearch.com www.smartinsearch.com Sterling Martin Associates is a leading executive search firm headquartered in Washington, DC with professional staff and consultants also located in Irvine, California and New York. We work closely with our organization clients to provide high-quality executive search and customized recruiting solutions.

SofTrek Corporation Chris Runckel 30 Bryant Woods N. - Amherst, NY 14228 phone: 716.691.2800 email: info@softrek.com www.softrek.com The mission of SofTrek Corporation is to provide donor management software, online marketing and fundraising tools, professional business services and technology solutions to nonprofit organizations. SofTrek is committed to delivering industry-leading software, services and solutions that help all types of nonprofits build relationships with their donors and manage their fundraising activities.

Booth Number 439

Soft Stuff Creations Inc. Lorne Kotzer – President #210-13480 Crestwood Place Richmond, BC V6V 2J9 phone: 604.273.1841 ext. 23 email: Lorne@softstuffcreations.com www.softstuffcreations.com Let us make your fundraising plush! Soft Stuff Creations specializes in custom plush toys, squeeze toys and golf head covers. Using your

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Booth 715

Strategic Communications Inc. (Stratcom) Corinne Berman - MS 3 Macdonell Ave., Ste. 200 - Toronto, ON M6R 2A3 phone: 416.537.6100 ext. 68 email: corinne.berman@stratcom.ca www.stratcom.ca Stratcom creates and implements award-winning, full-service fundraising and campaign strategies for nonprofits. We specialize in telefundraising, direct mail, telephone town halls, broadcast voice messaging, donor and public opinion research, communications and media strategy. Our team of experienced professionals designs innovative and integrated strategies that ensure increased net revenue and strengthen donor relationships.

Booth 614

Strategic Marketing & Mailing Jason Combs - President & CEO 3002 N. Apollo Drive - Champaign, IL 61826-6013 Phone: 217.355.2600 ext. 106 email: jason@strategicmail.com www.StrategicMail.com From initial production through final mailing, we handle every aspect of your fundraising program—no matter how tough the challenge. We love sinking our teeth into projects to develop dynamic, affordable solutions. With our can-do attitude and passion for fundraising, it’s no surprise clients trust us with every detail.

Booth 435

StreamLink Software Adam Roth - President 1900 Superior Ave., Ste. 208 - Cleveland, OH 44114 phone: 216.346.3902 email: aroth@streamlinksoftware.com www.streamlinksoftware.com StreamLink’s AmpliFund helps nonprofit organizations earn the full potential of every grant and maximize future opportunities for government and private philanthropy. Development software has been synonomous with donor databases, which are unable to manage grant activities well. AmpliFund, which is not a donor database, will improve your grant performance and development results immediately. Booth 832

We are American manufacturers of custom gifts; lapel pins; awards; plaques; keyrings; name, service and identification badges; jewelry; medallions; bookmarks; ornaments; paperweights; desk accessories and more! Everything to recognize donors, volunteers, and staff is here! Budget conscious quality products—one piece or thousands. Full art and design services. Booth 1334

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm

Sustainalytics Marion Oliver - Responsible Investment Advisor 215 Spadina Ave., Ste. 300 - Toronto, ON M5T 2C7 phone: 416.861.0403 ext. 47 email: moliver@sustainalytics.com www.sustainalytics.com Sustainalytics is a leading global provider of environmental, social and governance (ESG) research and analysis for investors and financial institutions. We provide a global perspective, underpinned by 20 years of local experience and expertise in the responsible investment market.

Tuesday, April 3 8:45am 12:30pm Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm

Booth 1023

Telosa Software Rex Morgan - Regional Sales Director 610 Cowper St. - Palo Alto, CA 94301 phone: 650.853.1100 ext. 100 email: info@telosa.com www.telosa.com

Tuesday 10:15am 12:30pm

For more than 20 years, Telosa Software has been helping nonprofits spend more time building donor relationships and maximizing their fundraising efforts with the Exceed! Software Suite. We are passionate about delivering affordable, easy-to-use fundraising software and information—management solutions that empower nonprofits to focus on and achieve their respective missions and fundraising goals.

Stuart Manufacturing, LLC

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Stuart Aaronson - Owner P.O. Box 157 - Pawtucket, RI 02862 phone: 401.726.2310 email: stuart@stuartmfgusa.com www.stuartmfgusa.com DRIVE 2012 | 79

Booth 933

Tempo Framing Systems Bob Lee - President 1735 Bayly St., Unit 1 - Pickering, ON L1W 3G7 phone: 800.437.0463 temposales@tempoframing.com www.tempoframing.com A unique, quick-load framing system customized with your logo. An economical, fast and professional presentation for donor-recognition documents, golf tournament and other special event photos with excellent organizational exposure. Visit us for a free sample. Tempo is a Charter Business Member of AFP and endorses the AFP Code of Ethical Principles and Standards. Booth 406

THE ALFORD GROUP Thomas W. Mesaros, CFRE - President & CEO 2033 Sixth Ave., Ste. 700 - Seattle, WA 98121 phone: 206.548.0451 email: info@alford.com www.alford.com As a full-service consulting firm, THE ALFORD GROUP has empowered more than 2,500 nonprofits to strategically grow and improve. Our mission is to strengthen the nonprofit community. For 32 years, we have offered customized solutions based on sound principles, answered challenges facing the sector and created tools and structures to help organizations fulfill their missions. Booth 416

The Charleston Mint Graham Neiman - Vice President 232 S. Caldwell St. - Brevard, NC 28712 phone: 828.883.8988 ext. 3 email: eanne@thecharlestonmint.com www.thecharlestonmint.com Our famous custom-patented packaging and trademarks, our ornaments, suncatchers, bookmarks, coins, framed art matching collectibles that tell your story in your hometown and raise funds.

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Recognition/donor gifts. Great thank yous. We can sell and manage your program at our custom house mint. Thirty-seven years of American made collectibles is our passion, family owned and operated. Booth 709

The Chronicle of Philanthropy Amy Presley - Chief Marketing Officer 1255 Twenty-Third St., N.W., Ste. 700 Washington, DC 20037 phone: 202.466.1752 email: amy.presley@chronicle.com www.philanthropy.com The Chronicle of Philanthropy is the nonprofit worldâ€™s No. 1 source for news and jobs. It reports on the latest trends in fundraising, giving, and nonprofit management. Special features include exclusive data and surveys on fundraising, the Guide to Grants, and Philanthropy Careers -- your source for jobs in the nonprofit world. Booth 809

The Compass Group, Inc. Frank Pisch - CEO 1425 K St. N.W., Ste. 350 Washington, DC 20005 phone: 800.809.3170 email: fpisch@therightdirection.com www.therightdirection.com The Compass Group is dedicated to providing high-quality, client-focused fundraising consulting services to nonprofit organizations. Through personalized service we specialize in capital campaign planning and management and development program assessment and enhancement. Our mission is to build the capacity of our clients to successfully raise more money.

Booth 612

The Foundation Center Alison Alford - Marketing Coordinator 79 Fifth Ave. - New York, NY 10003 phone: 212.620.4230 email: customerservice@foundationcenter.org www.foundationcenter.org The Foundation Center is the leading source of information about philanthropy worldwide. Through data, analysis and training we connect people who want to change the world to the resources they need to succeed. Booth 838

The Graduate School at Bay Path College Lisa Adams - Director of Graduate Admissions 588 Longmeadow St. - Longmeadow, MA 01106 phone: 413.565.1332 email: ladams@baypath.edu www.baypath.edu The Graduate School at Bay Path College offers an MS in Strategic Fundraising, MS in Nonprofit Management, plus several certificates and concentrations that will allow students to customize their graduate degree. Programs are offered both online and on campus. Established in 1897, Bay Path is fully accredited by NEASC. Ask about our $12,000 AFP scholarship!

Booth 805

The NonProfit Times Bill Corsini - Publisher 201 Littleton Road, 2nd Fl. Morris Plains, NJ 07950 phone: 973.401.0202 publisher@nptimes.com

Electronic offerings include nptimes.com; e-newsletters NPT Weekly, NPT Technobuzz, NPT Instant Fundraising and NPT Jobs; and renowned webinars. Booth 313

The Sharpe Group 8700 Trail Lake Drive, W. , Ste. 222 - Memphis, TN 38125 phone: 901.680.5300 email: info@sharpenet.com www.sharpenet.com The only company serving nonprofits exclusively in current and deferred major-gift development since 1963. Services include consulting to assist in designing or revitalizing gift-planning programs, personalized marketing plans, innovative Web services, data enhancement services, specialized publications for donors and seminars providing training in charitable giftplanning techniques for development executives. Booth 1013

The Stelter Company Larry Stelter - President/CEO 10435 New York Ave. - Des Moines, IA 50322 phone: 800.331.6881 email: larry@stelter.com www.stelter.com Stelter is a leading source for gift-planning marketing for the nonprofit community. We help organizations identify, educate, cultivate and inspire donors to support their charitable missions. Superior and quantifiable results are achieved through multichannel direct-marketing, direct mail, Web and email in coordination with consulting, data enrichment and training services.

Marketplace Hours: Sunday, April 1 Noon - 5pm Monday, April 2 8:45am - 4pm Tuesday, April 3 8:45am 12:30pm Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm Tuesday 10:15am 12:30pm

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The NonProfit Times has been serving the informational needs of nonprofit executives since 1987. We also publish Exempt for financial executives in the nonprofit sector.

DRIVE 2012 | 81

Booth 604

Booth 541

thedatabank

Trinet Internet Solutions, Inc.

Bridget Kelly - Sales and Account Representative 800 Washington Ave. N., Ste. 500 - Minneapolis, MN 55401 phone: 612.455.2255 ext. 508 email: bridget@thedatabank.com www.thedatabank.com thedatabank is nonprofit software: an all-in-one cloud solution that combines a database with tools for fundraising, communication and advocacy. thedatabank is a company that is innovative and responsive, yet stable and experienced. Free training and support make thedatabank an unequaled value. Packages start at $99/ month. Sign up for a free demo at www.thedatabank.com. Booth 906

ThinkShapes Mail Jim O’Brien - VP Sales and Marketing 5463 W. Waters Ave., #820 - Tampa, FL 33634 phone: 813.885.2225 email: jobrien@thinkshapesmail.com www.thinkshapesmail.com ThinkShapes Mail is a digital printer specializing in custom die-cut “shaped” mail campaigns. We use variable data to make each piece personalized and relevant to the recipient. We can run any quantity from 500 pieces to 5 million pieces! ThinkShapes Mail makes shaped mail affordable! Ask about our PURL campaigns. Booth 339

TigerTel Communications Inc. Shana McRae 33 Alderney Drive - Dartmouth, NS B2Y 2N4 phone: 902.402.9617 email: smcrae@tigertel.com TigerTel is a Canadian call center with more than 20 years experience working with nonprofit organizations. We’ve serviced a portfolio of more than 70 fundraising entities and provided assistance at virtually every level of the fundraising process. We work closely with our clients and their partners to provide exceptional service.

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Marleen Sullivan - Nonprofit Web Development Specialist 108 Discovery - Irvine, CA 92618 phone: 949.442.8900 email: marleen.sullivan@trinetsolutions.com www.trinetsolutions.com Trinet Internet Solutions, Inc. is a full-service Web firm specializing in Web strategy consulting, design and development along with ongoing Web management, support and analysis. Since 1995, Trinet has helped nonprofit organizations such as ADRA International and World Vision grow donations, increase Web traffic and achieve their mission!

Booth 408

Ventriloquist Communications Solutions Myriam Catherine Strauss - Vice-President, Sales & Business Development 5025 Orbitor Drive, Bldg. One, Ste. 300 Mississauga, ON L4W 4Y5 phone: 905.602.0860 email: mstrauss@vvsii.com www.vvsii.com Ventriloquist Communications Solutions offers a suite of cloud-based, multichannel donor engagement communication system to cover all donor lifecycle needs with paperless solutions, lifting campaigns and ROI. Interactive voice messaging, SMS/texting, email, contact centre/ IVR interaction, PCI compliant payment/collection options via mobile, phone and email. Preference and opt-in/out solutions, outbound predictive dialer.

Booth 721

WealthEngine 950 E. W. Highway, Ste. 950 - Bethesda, MD 20814 phone: 800.933.4446 email: info@wealthengine.com www.wealthengine.com

Use WealthEngine for prospect research to better qualify donors. Review donor/prospect lists with FindWealth Screening Services. Research individuals, companies or foundations with FindWealth Online. WealthEngine products are simple, fast and secure; whether you screen thousands of records or one person, you always get the best data (25+ databases), best service and best value. Booth 520

WellCard Health Erin Otto - Sales and Marketing Event Coordinator 7472 S. Tucson Way - Centennial, CO 80112 phone: 888.479.2000 ext.8201 email: eotto@welldynerx.com www.wellcardhealth.com WellCard Health is excited to share with you a new product offering that is changing the healthcare conversation. WellCard Health is an innovative discount card program that will save your clients and their members money on a wide range of healthcare services. Booth 511

Western Union Business Solutions Samantha Walker - Marketing Manager 517 Fort St. - Victoria, BC V8W 1E7 phone: 888.987.7612 email: solutions@business.westernunion.com www.business.westernunion.ca Western Union Business Solutions enables nonprofits and companies of all sizes to send and receive cross-border payments and manage foreign exchange. With deep expertise in moving funds around the globe, access to more than 140 currencies and a global financial network spanning more than 200 countries and territories, we help companies make every dollar count. Booth 1112

Wiley

Marketplace Hours: Sunday, April 1 Noon - 5pm

111 River St. - Hoboken, NJ 07030 phone: 201.748.6000 email: Awheeler@wiley.com www.wiley.com Wiley and Jossey-Bass publish books, journals, newsletters and resources that inspire and inform nonprofit professionals and their advisers, public leaders, students and concerned citizens. Wiley is a global publisher of professional, consumer, scientific and technical books, journals, textbooks and education materials. Jossey-Bass is an imprint of Wiley.

Monday, April 2 8:45am - 4pm Tuesday, April 3 8:45am 12:30pm

Booth 1318

WINDOW TO ASIA Rachelle Wan - International Marketing Director Ste. 604 Park Trade Center, 1716 Investment Drive Ayala Alabang, 1780 Muntinlupa City, Phillipines phone: 632.850.4681 email: rachelle.wan@window2asia.com Window To Asia is an international full-service direct-mail agency with a deep understanding and knowledge of the fundraising sector. Donor acquisition campaigns are handled, maintaining acquisition costs to a minimum to increase ROI. Services include direct-mail design, print and production in Asia to achieve substantial savings, premium design and production, data/list sourcing and telemarketing. Booth 1114

Expo Only Sunday 4pm - 5pm Monday 11am - 1:15pm Tuesday 10:15am 12:30pm

Winspire Scott Juhl - Director of Sales 15520 Rockfield Blvd., J-100 - Irvine, CA 92618 phone number: 877.544.8555 email: sjuhl@winspireme.com www.winspireme.com WINSPIRE provides unique, once-in-a-lifetime travel experiences for use in your charity auctions and fundraisers. Our exclusive travel and entertainment packages are offered on a â€œno-riskâ€? basis, meaning the nonprofit purchases only what is sold. Winspire will help you exceed your event fundraising goals.

Andrew Wheeler - Marketing Manager, Accounting/ Tax/Corporate Finance DRIVE 2012 | 83

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2012 Awards for Philanthropy Each year, the Association of Fundraising Professionals (AFP) honors individuals and organizations that, through their tireless work and dedication to philanthropy, have improved the quality of life in their communities and around the world. AFP is pleased to recognize our 2012 Awards for Philanthropy recipients: •฀ Award฀for฀Outstanding฀Foundation:฀Greater฀Cedar฀Rapids฀Community฀Foundation,฀Cedar฀Rapids,฀Iowa •฀ Award฀for฀Outstanding฀Philanthropist:฀Denny฀Sanford,฀Scottsdale,฀Ariz. •฀ Award฀for฀Outstanding฀Volunteer฀Fundraiser:฀Jamie฀and฀Patsy฀Anderson,฀Toronto,฀Ontario •฀ CCS฀Award฀for฀Outstanding฀Fundraising฀Professional:฀Claudia฀Looney,฀FAHP,฀CFRE,฀Los฀Angeles,฀Calif. •฀ Changing฀our฀World/Simms฀Award฀for฀Outstanding฀Youth฀in฀Philanthropy,฀Ages฀5-17:฀Jeneece฀Edroff,฀O.B.C.,฀Victoria,฀British฀Columbia •฀ Changing฀our฀World/Simms฀Award฀for฀Outstanding฀Youth฀in฀Philanthropy,฀Ages฀18-23:฀Megan฀and฀Justin฀Chapman,฀El฀Paso,฀Texas •฀ Freeman฀Philanthropic฀Services฀Award฀for฀Outstanding฀Corporation:฀Bell฀Canada,฀Montreal,฀Quebec฀

COPAFP0610_Program Ad.indd 1

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3/5/12 12:08 PM

Book Signers

Sunday - April 1 12:00 - 1:00 1:00 - 2:00

Guy Mallabone, CFRE Chad Norman Marcy Heim

4:00 - 5:00

Jocelyne Daw

Excellence in Fundraising in Canada 101 Social Media Tactics for Nonprofits: A Field Guide Empowering Your Board (and volunteers!) to Serve as Effective Development Ambassadors Breakthrough Nonprofit Branding: Seven Principles to Power Extraordinary Results

Monday - April 2 11:00 - 12:00

Emily Davis Julia Walker Victoria Johnson Amy Eisenstein

12:00 - 1:00 4:00 - 4:30 4:00 - 5:00

Liz Wiseman Al Pittampalli Lisa Shannon Thomas Wilson

Fundraising and the Next Generation: Tools for Engaging the Next Generation of Philanthropists A Fundraising Guide for Nonprofit Board Members Grant Writing 101: Everything You Need to Start Raising Funds Today 50 Asks in 50 Weeks: A Guide to Better Fundraising for Your Small Development Shop Multipliers: How the Best Leaders Make Everyone Smarter Read This Before Our Next Meeting A Thousand Sisters: My Journey into the Worst Place on Earth to Be a Woman Winning Gifts: Make Your Donors Feel Like Winners

Tuesday - April 3 10:15 - 11:00

Claire Diaz Ortiz Linda Lysakowski

11:00 - 11:45

John Brothers

Twitter for Good: Change the World One Tweet at a Time How to Fundraise on Social Media Capital Campaigns: Everything You NEED to Know Raise More Money from Your Business Community Whatâ€™s Wrong With Your Fundraising and How You Can Fix It Building Nonprofit Capacity: A Guide to Managing Change Through Organizational Lifecycles

Book Signers as of March 9, 2012. Check Bookstore Sign & Daily Digest for Latest Book Signers. DRIVE 2012 | 85

HIGHLIGHTS AFP Bookfair 8am - 3:30pm Booksignings

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Additional Opportunities & Info

Drawings and Giveaways There are several drawings and in-booth educational sessions at the Marketplace on Fundraising and Philanthropy. Plan to stop at the booths listed below. As of March 1, 2012

Drawings and Giveaways

Kaptivate, Booth 341: One AKtion App - Mobile Fundraising App, Coffee/ Tea, AFP/Kaptivate Survey Findings on Nonprofit Adoption of Mobile

The Alford Group, Booth 406: 2 Hours of consulting time with Thomas W. Mesaros, CFRE and framed copies from Diversity Art Showcase

KELL Partners, Booth 646: Apple iPad

Blackbaud, Booth 1033: BBCon 2012 Conference Registration

O-matic Software, Booth 1041: Free Plugin for the Raiser’s Edge

Bob Carter Companies, Booth 823: 2 of the Bose Bluetooth SoundLink Wireless Mobile Speakers, drawing on Monday and Tuesday.

Plus Computer Solutions, Booth 907: iPod Touch

Lois L. Lindauer Searches, Booth 423: $50 Amazon Gift Card Drawing Daily

Cathedral Corporation, Booth 509: Kindle Fire

ProFax, Inc., Booth 1235: 1 Wide Screen LED Monitor & 1 Fax Broadcast of 5,000 fax records, with list (flyer/ad provided by winner)

Campbell & Company, Booth 733: 3 Starbucks Gift Cards (3 Winners)

ProPay, Booth 1317: iPad 16 Gig

ChemArt Company, Booth 1333: Complete set of White House ornaments 1981-2012.*Will ship in July 2012.

Rich Tolsma Productions, Booth 1032: iPod Touch

DonorMagic, Booth 322: Prospect Screening for up to 5000 records. Fundraising Co-Pilot, Booth 739: Free Business Card Luggage Tags, and 50% discount on all orders taken at conference.

Salsa Labs Inc., Booth 504: Kindle Fire (full color) Sage, Booth 519: Apple iPad (1 per day) Strategic Marketing & Mailing, Booth 614: Year of Godiva for one winner & Godiva treat giveaways for the first 100 visitors each day.

Giftworks, Booth 232: Kindle Fire The Graduate School at Bay Path College, Booth 838: Kindle Fire Grant Professionals Association, Booth 1104: Free Membership to GPA

StreamLink Software, Booth 435: Kindle Fire Stuart Manufacturing LLC, Booth 832: Come and get the Official Pin of the 49th International Conference on Fundraising.

Greater Giving, Booth 1015: $100 Amazon Gift Card Drawing

Tempo Framing, Booth 933: Giveaway Bath & Body Works Hand Sanitizer. Drawings for a Coach Swingbag and a GPS Unit.

Harvey McKinnon Associates, Booth 741: 4 Bottles of B.C. Wine

thedatabank, Booth 604: Tablet Computer

iWave Information Systems, Booth 644: HPNetbook

The Nonprofit Times, Booth 805: NonProfit Times Pens

JR Direct Response International, Booth 538: 6 Draws for $50.00 Amazon Gift Certificate (2 draws a day)

Ventriloquist Customer Communications Solutions, Booth 408: 2 complimentary voice campaigns of 5,000 messages each.

Education Sessions in the Marketplace Campbell & Company, Booth 733 April 2, 11:15 a.m. & April 3, 10:30 a.m. 10 Ways to Re-Energize Your Major Gift Campaign April 2, 12:15 a.m. & April 3, 11:30 a.m. Thorough Campaign Preparation in tough times - the study is not the first step By Appointment Only with Andrew Smerczak-Zorza, Consultant, Executive Search with Campbell & Company: “How to Retain and Develop Your Current Leaders” stay connected: afpmeet.org

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Greater Giving, Booth 1015 Hourly, Top of the Hour, How I Raise Funds IATS Payments, Booth 640 April 2, 11:30 a.m. -12:00 p.m. On Location Payment Processing Made Easy! Kaptivate, Booth 341 12:00 p.m. - 1:00 p.m. Mobile Marketing - Best Practice Review

AFP Conference Education Advisory Committee 2011 Roster Robert Ernest Wahlers, CFRE, Chair Senior Director of Development & Gift Planning Meridian Health Affiliated Foundations Beachwood, N.J . Matthew S. Cottle, CFRE Assistant Dean & Executive Director CA Polytechnic State University San Luis Obispo, Calif. Leanne Denis, CFRE Senior Associate Director of Development Faculty of Medicine – University of BC Vancouver, BC Ann Fritschner, ACFRE Fundraising Trainer + Consultantt Raising Funds Effectively Hendersonville, N.C.

Lyman Gifford, CFRE Scout Executive/CEO Buffalo Trail Council, BSA Midland, Texas John W. Hicks, CFRE President & CEO J.C. Geever, Inc. New York, N.Y. Jan Murfield, CFRE President Junior Achievement of Middle America Overland Park, Kan.

Cheryl Reynolds Consultant Carrollton, Texas Vern Snyder, ACFRE Vice President Institutional Advancement The University of Toledo Toledo, Ohio Patricia Valleau, CFRE Senior Development Officer Hotel-Dieu Grace Hospital Foundation Windsor, Ontario

Nancy Racette, CFRE Executive Vice President & COO Development Resources, Inc. Arlington, Va.

CFRE Credit Full participation in the Association of Fundraising Professionals (AFP) 49th International Conference on Fundraising is applicable for 10 points of CFRE Credit in Category 1.B – Education of CFRE International application for initial certification and/or recertification. This does not include Pre-conference Workshop CFRE Credit, which ranges from an additional 4-16 CFRE points.

HIGHLIGHTS AFP Bookfair 8am - 3:30pm Booksignings (see pg 85) Stay Connected afpmeet.org #afpmeet

Ad Index The 2013 AFP International Conference on Fundraising ......3 AFP Fundraising Consultants and Resource Directory .........44 AFP Speaker Database .................................................70 AFP TechKnow Conference ............................................92 ASI ...........................................................................76 Avectra ......................................................................90 Blackbaud .............................................................7 & 9 CCS .................................................... Outside Back Cover ChemArt Co ................................................................56 Convio, Inc. ...........................................Inside Back Cover Crescendo Interactive, Inc. .......................Inside Front Cover

Insurance Auto Auctions ...............................................46 Kimbia ......................................................................64 Sage ........................................................................68 Saint Mary’s University of Minnesota .............................45 Softrek Corporation.....................................................62 Strategic Marketing and Mailing ...................................18 Telosa Software .........................................................60 The Chronicle of Philanthropy .......................................84 The Graduate School at Bay Path College .......................15 The NonProfit Times ....................................................72

Additional Opportunities & Info

DRIVE 2012 | 87

AFP Board of Directors 2012 AFP Officers

Treasurer Richard K. Martin, CFRE

Chair Andrea McManus, CFRE

Lutheran Social Services of Michigan Detroit, Mich.

The Development Group Calgary, Alberta

Chair-Elect Bob Carter, CFRE Bob Carter Companies Sarasota, Fla.

John Hicks, CFRE

Martha H. Schumacher, ACFRE

J.C. Gleever, Inc. New York, N.Y.

Hazen, Inc. Washington, D.C.

Rachel K. Hutchisson

Roberto M. Soto-Acosta

Blackbaud, Inc. Charleston, S.C.

Roberto Soto-Acosta Consulting San Juan, P.R.

John Kelleher, CFRE

Catherine Squires, CFRE

Secretary Patrick J. Feeley, MBA, CFRE

Kelleher & Associates Canyon Country, Calif.

Tufts Medical Center Boston, Mass.

The Children’s Hospital of Philadelphia Foundation Philadelphia, Pa.

Barbara Levy, ACFRE

Daryl Upsall, FInstF

Organization and Fundraising Counsel Tuscon, Ariz.

Daryl Upsall Consulting International SL Madrid, Spain

Tania Little, CFRE

Andrew Watt, FInstF

Second Harvest Toronto, Ontario

Association of Fundraising Professionals Arlington, Va.

Jaye M. Lopez Van Soest, CFRE

Dr. Yew-Chong Wong, Ed.D.

UDC David A. Clarke School of Law Washington, D.C.

PhilanthropyAssist, PLC Singapore, SGP

Harry Lynch, CFRE

AFP FOUNDATION FOR PHILANTHROPY BOARD OF DIRECTORS

2012 AFP Directors

Immediate Past Chair Roberta A. Healey, MBA, NHA, ACFRE Simpson Senior Services West Chester, Pa.

Catherine M. Connolly, CFRE CMConnolly Elk Grove, Calif.

Stephanie Cory, CAP, CFRE Vice Chair, Membership Services Ann M. Hale, M.A., CFRE

The Arc of Chester County Wilmington, Del.

Big Brothers Big Sisters of Alaska Anchorage, Alaska

Erik J. Daubert, MBA, ACFRE

Vice Chair, Professional Advancement Grant E. Martin, CFRE Gulf Ridge Council BSA Tampa, Fla.

Erik J. Daubert, MBA, ACFRE Durham, N.C.

Joyce M. Mitchell-Antoine, CFRE Derrick Feldmann Achieve Indianapolis, Ind.

Planned Parenthood Health Systems, Inc. Raleigh, N.C.

Luce Moreau, CFRE Alice L. Ferris, ACFRE

Vice Chair, External Relations Sen. Terry M. Mercer, CFRE The Senate of Canada Ottawa, Ontario

GoalBusters Flagstaff, Ariz.

Joseph K. Goepfrich, CFRE Child & Family Services of SWM Benton Harbor, Mich.

Vice Chair, Resource Development Gary L. Good, CFRE Pacific Symphony Irvine, Calif.

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Orchestre Metropolitain Montreal, Quebec, Can.

2012 AFP Foundation Officers

Chair Gary L. Good, CFRE Pacific Symphony Irvine, Calif.

David R. Pass, ACFRE

Chair-Elect Kevin J. Foyle, CFRE

MedShare Dacatur, Ga.

Rice University Houston, Texas

James K. Phelps, ACFRE Natalie Gupton, MPA

Vancouver, Wash.

United Way of the Bluegrass Lexington, Ky.

Immediate Past Chair William M. Moran, FAHP, ACFRE

Ana Luisa Ramirez

St. Vincent’s Foundation Birmingham, Ala.

Sean D. Hammerle, CFRE

Consultora Guadalajara, Jalisco, Mx.

PLAID Consulting Houston, Texas stay connected: afpmeet.org

Sanky Communications New York, N.Y.

Vice Chair, Fundraising Susan Earl Hosbach, CFRE Minnie Pearl Cancer Foundation Nashville, Tenn.

Secretary/Treasurer Brian J. Bonde, ACFRE Sanford Health Foundation Sioux Falls, S.D. 2012 AFP Foundation Directors

William F. Bartolini, Ph.D., ACFRE

Alan R. Hutson, Jr., CFRE

Andrew Watt, FInstF

Nowshad Ali, CFRE

The Monument Group Richmond, Va.

Association of Fundraising Professionals Arlington, Va.

On Purpose Leadership, Inc. Saskatoon, Saskatchewan

Christopher K. Looney Community Counselling Service Irvine, Calif.

Linda Lysakowski, ACFRE

Good Works Ottawa, Ontario

Andrea McManus, CFRE

Chair Pati Greenwood, CFRE

Alice L. Ferris, ACFRE

The Development Group Calgary, Alberta

Timothy R. Burcham, CFRE

Mark A. Neville, CFRE

1-2-1 Philanthropic Services Henderson, Nev.

Bob Carter, CFRE Bob Carter Companies Sarasota, Fla.

D.C. Dreger, ACFRE Habitat for Humanity International Duluth, Ga.

Marshall H. Ginn, CFRE Capital Development Strategies Arlington, Va.

Pati Greenwood, CFRE Women’s College Hospital Foundation Toronto, Ontario

Leah G. Eustace, CFRE 2012 Officers

Patricia A. Moran, CFRE

Diane M. Carlson

Black Fund Development, Inc. Calgary, Alberta

Capital Venture Boulder City, Nev.

The George Washington University Washington, D.C.

Kentucky Community and Technical College System Versailles, Ky.

Joan V. Black, CFRE AFP FOUNDATION FOR PHILANTHROPY CANADA BOARD OF DIRECTORS

Cedar Crest College Allentown, Pa.

Saint Mary’s University of Minnesota Rochester, Minn.

Jill A. Pranger, ACFRE Pranger Philanthropic Loudon, Tenn.

Donald G. Rizzo, CFRE University of Louisville Louisville, Ky.

Karen Rotko-Wynn,CFRE The Alford Group, Inc. Seattle, Wash.

Marc S. Saffren, CFRE m3 Development Manorville, N.Y.

Cynthia L. Schmidt, CFRE Naperville, Ill.

Christopher D. Watson

Women’s Colege Hospital Foundation Toronto, Ontario

Immediate Past Chair Shauna Klein, MA Child Development Institute Toronto, Ontario

Chair-elect Scott Decksheimer, CFRE Nine Lions Development Consulting Calgary, Alberta

Secretary Roger D. Ali, CFRE Hamilton Health Sciences Foundation Hamilton, Ontario

GoalBusters Flagstaff, Ariz.

Gary L. Good, CFRE Pacific Symphony Irvine, Calif.

Sharon Lee, CFRE ErinoakKids Foundation Toronto, Ontario

Timothy R. Maloney Mercy Ships Canada Victoria, British Columbia

Anne Melanson, CFRE Bloom Non Profit Consulting Group Dartmouth, Novascotia

Kim Willis-More, CFRE

Treasurer Tania Little, CFRE

Windsor Regional Hospital Foundation Windsor, Ontario

Second Harvest Toronto, Ontario

Andrew Watt, FInstF

2012 Directors

Darcie Acton, CFRE

HIGHLIGHTS Stay Connected afpmeet.org #afpmeet

Association of Fundraising Professionals Arlington, Va.

Milestone Consulting Widewater, Alberta

Changing Our World, Inc. New York, N.Y. DRIVE 2012 | 89

Officers & Directors

2012

ANNUAL FUND

KICK-OFF AFP Foundation for Philanthropy and AFP Foundation for Philanthropy – Canada strive to enhance philanthropy and volunteerism through programs of education, research and service that benefit all those who lead, serve and support nonprofit institutions. Both foundations provide: •฀ Scholarships to increase access to educational and training opportunities •฀ Grants and seed funding for AFP educational programs such as the Faculty Training Academy •฀ Research to increase our knowledge and understanding of philanthropy and to enhance the practice of fundraising •฀ Strategic Initiative funding to advance ethical and effective fundraising. AFP Foundation for Philanthropy provides Chapter Partnership Grants to U.S. chapters for activities such as educational programs, scholarships and bursaries, National Philanthropy Day® events, Diversity programs and more. AFP Foundation for Philanthropy – Canada provides funding allocations to Canadian chapters for educational programs and scholarships in their geographic areas.

Foundation for Philanthropy

Foundation for Philanthropy CANADA

AFP Foundation for Philanthropy also supports the following AFP International Conference on Fundraising programs and awards: •฀ J. Richard Wilson Keynote Address •฀ Maurice Gurin Lecture on Philanthropy •฀ Diversity Sessions and Art Showcase, sponsored by THE ALFORD GROUP Through your support of your foundation, you help determine the future growth and development of our profession. The programs supported by both foundations directly benefit professional fundraisers worldwide through education and training. These programs also increase the public’s awareness of philanthropy and understanding of fundraising. Gifts to the foundations help to strengthen the fundraising profession! When you make your pledge or gift to the Every Member Campaign, you will receive your 2012 donor pin to identify you throughout the year as a leader in our profession. Please stop by AFP Central during the conference to make your 2012 gift or pledge and receive your pin today! Many thanks for our 2011 donors and chapter leaders and to our pro bono partners, RuffaloCODY, AKA New Media, Inc. and STRATCOM Strategic Communications Inc. We look forward to continuing these partnerships in 2012.

Fondation canadienne pour la philanthrophie

THANK YOU FOR YOUR SUPPORT! come visit AFP Central, Booth 239

#AFPTechKnow • #AFPMeet • #RewireToInspire • #RegisterNow

Rewire to Inspire Fundraisers and nonprofit professionals need to stay up to speed with today’s technology and techniques, plain and simple. New web tools, apps and social networks can bring you up close and personal to your supporters in ways we never thought possible. What do donors want? Why do they give? How can you capture their imagination? The AFP TechKnow Conference will provide you with strategic ideas and practical solutions in the areas of social media, knowledge/ database management, marketing and communications and of course, technology. It’s time to “rewire” your thinking in order to “inspire” your donors for years to come. Rewire your thinking for inspired results!

June 4-5, 2012 • Gaylord Palms Orlando • For more info, www.AFPTechKnow.org.

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CONVIO LUMINATE™

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WIN A FREE KINDLE FIRE! Visit us at Booth #333 to enter for your chance to win. 888.528.9501 • convio.com

The Actors Fund Responding to Essential and Evolving Needs The Actors Fund is a national human services organization that helps all professionals in performing arts and entertainment in times of need, crisis, or transition. With an array of social, health, housing, and employment services, The Fund is a safety net for this community of writers, make-up artists, directors, stagehands, dancers, musicians, and more. While these professionals are used to ups and downs in their careers—more so than people in other professions—the economic downturn and industry changes have made The Fund’s programs more critically important. To address this challenge, The Actors Fund raised more than $10.1 million to significantly enhance its current endowment, immediately improve and expand its key programs, as well as strengthen its emergency financial assistance fund. CCS is proud to partner with The Actors Fund to help support the performing arts and entertainment community. Top: (l-r) Jonathan Tisch, Annette Bening, and Kevin McCollum led the special campaign. Left: (l-r) Geoffrey Rush, Lynn Redgrave, Joe Benincasa, Jane Powell, and Brian Stokes Mitchell celebrate the expansion of The Actors Fund’s Lillian Booth Actors Home. © Images courtesy of Jay Brady Photography

To learn more about CCS, contact us at 800.223.6733 or visit www.ccsfundraising.com

Helping Extraordinary People Champion Inspirational Causes