2016 Give and Gain Conference

AFP-Nebraska and NPPP’s
Give and Gain Conference
Asking Matters 

 September 15, 2016
8:00 AM to 4:30 PM

Sheraton Omaha Hotel
655 N 108^th Ave, Omaha, NE 68154

TITLE SPONSOR

Tote Bag Sponsor

Plenary Sponsor

Breakout Sponsors

Supporting Vendors

CONFERENCE SCHEDULE & ITINERARY

8 a.m. to 9 a.m. – Registration & Continental Breakfast

9 a.m. to 9:15 a.m. – Opening Remarks

9:15 a.m. to 10:15 a.m. – Keynote Speaker Gail Perry
Topic: Asking for Gifts: How to Never, Ever Get Turned Down
It’s the moment of truth – it’s time to ask for the gift. Learn Gail's tips to make asking easier, gentler and much more successful. Gail Perry will share the secrets that all experienced fundraisers know – how to make the ask a seamless step in your relationship with the donor. You’ll find out the 7 questions to answer before you walk in the door to ask. We’ll discuss how to warm up your donor and how to test the amount so you actually know how much to ask. You’ll discover: 

• Who should go on the ask visit
• The importance of reconnaissance
• Five ways to shoot yourself in the foot
• How to warm your donor up for the ask
• How do you pop the question and exactly what do you say?
• How to find out your donor’s hot buttons
• The #1 secret to getting a yes

10:15 a.m. to 10:30 – Coffee and Snack Break

10:30 a.m. to 11:30 a.m. – Breakout Sessions (Three to Choose From)

Sesson #1
Presenter: Gail Perry
Topic: Fire Up Your Board for Fundraising!
Wish you could create a fired-up, engaged board excited about possibilities for your organization and eager to play a part in making it happen?  Gail Perry will share her Fired Up system to tap board members’ fundraising potential and activate their enthusiasm for all aspects of fundraising - finding friends, donors and spreading the good word about their vision for a better community.

You'll discover how to change your board’s mindset about fundraising, overcome their fear, and put everyone to work where you need them. Learn practical, easy ways each person can help support fundraising, and directly impact the bottom line – whether they solicit or not. 

Session #2
Presenter: Jeremy Belsky
Topic: Collaborating with Donors and Advisors
As a gift planner, you don't want to make your donor feel like they have to take sides between you and their advisors. Utilizing the CAP® philosophy, a cross blended approach to working in partnership for the benefit of the donor is best. But to get there, the gift planner first has to develop the relationship with the advisor. Attendees will learn the value of working with "the most trusted advisor" to strategize and assure the smartest gift possible for the donor. Also covered will be how to focus on the donor from a holistic approach building trust and confidence among your donor and their advisor. These techniques will ultimately lead to your number one goal — honoring the donor's charitable intent.

Session #3
Presenter: Boyd Ober
Topic: Staying on Track as a Gift Officer
You’ve been taught the business. You know all the steps to fundraising. You have the materials and tools. You even know the right people. What’s keeping you from enjoying your life as a nonprofit executive? Join Boyd’s session to see how you can build on your Leadership Presence to achieve more of what you desire as a leader. 

Topics:  Five levels of Leadership Presence & the related leadership competencies.

• Style
• Etiquette
• Communication
• Gravitas
• Character

11:30 a.m. to 12:30 p.m. – Lunch and Table Topics

TABLE TOPICS
Legacy Societies
Prospect Research
Board Involvement in Fundraising 
Planned Giving Marketing
Prospect Tracking Systems/Moves Management

12:30 p.m. to 12:45 p.m. – Announcements

12:45 p.m. to 1:45 p.m. – Plenary Session, Jenny Herstein
Topic: Leaving a Lasting Impression on the Lives that Follow
During this panel discussion you will hear how one Nebraska woman, working with her Estate Planning Attorney, Jeffery Peetz, and CPA, Jason Bombeck maximized gifts to her family while still creating a wonderful legacy to benefit so many Nebraska nonprofits and the hometown she loved. The panel will also include several nonprofits that not only benefited from her estate gift but also received the gift of her volunteer time to the organization during her lifetime.

1:45 p.m. to 2:00 p.m. – Coffee Break

2:00 p.m. to 3:00 p.m. – Breakout Sessions (Three to Choose From)

Session #1
Presenter: Jay Wilkinson
Topic: Online Tools that Help Nonprofits Learn, Listen and Engage
Nonprofits are notorious for having tight budgets and limited resources. If this sounds like your organization or if you're looking for ways to help your nonprofit run more effectively, you'll want to join Jay in this session to discover:

• Dozens of no-cost or low-cost online tools to manage projects, organize events, accept donations and monitor social media;
• Top 10 tools Jay couldn't live without & evaluate which are compatible for your nonprofit;
• How to educate your constituents and monitor trends and conversations; and
• Ways to engage with your audience in less than 15 minutes a day.

Session #2
Presenter: Kent Huyser
Topic: Auditing Your Development Program
With all that must be done, it can be challenging to think about anything other than accomplishing what is on our to-do list for today. As busy as we may be, it is always important to take time, periodically, to stop and assess our programs and their support activities. Whether this assessment is done by internal staff or with the help of outside counsel, an advancement audit can help you to think through the steps for building greater future accomplishments. In this session, we will discuss the nine fundamental areas of advancement to review for advancement success, the data and materials that should be analyzed, and the key questions that should be asked of advancement staff and others. How do you measure up?

Session #3
Presenter: Christopher McGurn
Topic: Blueprint for a Successful CGA Program
Have you been tasked with growing your organizations Charitable Gift Annuity program? Could you use a CGA refresher? Then this session is for you!  Beginning with ‘charitable gift annuities 101’, this presentation will answer the; who, what, when, where and why of CGA’s. The session will include a detailed look into a sample CGA illustration and contract. Then, with a solid foundation established, we’ll look at program essentials and discuss best practices and how their practical application will equip you to grow your Charitable Gift Annuity program.

3:00 p.m. to 3:15 p.m. – Coffee and Snack Break

3:15 p.m. to 3:30 p.m. – Announcements 

3:30 p.m. to 4:30 p.m. – Keynote Speaker Jay Wilkinson
Topic: Creating a Vibrant Culture for Your Nonprofit
Is an organization’s culture determined by design or default? Join lifelong entrepreneur Jay Wilkinson to discover how his company Firespring’s secret sauce to a vibrant culture attracts and keeps great talent. In just over an hour, you’ll walk away with:

• What is organizational culture and what is not
• 3 steps to creating a healthy nonprofit culture
• 5 shocking stats about employee engagement
• Nonprofit culture in action (4 case studies)
• 10 common traits of nonprofit culture leaders

You won’t want to miss this engaging and informative session led by one of America’s top-rated speakers.

SPEAKER BIOS

Jeremy Belsky


Jeremy's LinkedIn Profile 

Jeremy Belsky serves as Planned Giving Officer for Boys Town, a national nonprofit care organization whose mission is to “save children and heal families.” With an M.A. in Philanthropy & Development from St. Mary’s University in Minnesota, and the CAP designation from The American College, Belsky has spent the past 17 years in the charitable gift planning field. He’s the author of two fundraising books, Keeping Catholic Schools Open and 10 Simple Steps for Cultivating Donors, published by the National Catholic Education Association.

Belsky currently is a member of the Nebraska Partnership for Philanthropic Planning (where he served on the board from 2007 to 2010), the Omaha Estate Planning Council, the Board of Directors for Mount Michael Benedictine School, the Archbishop's Committee for Development, and the Archdiocese of Omaha Estate Planning Committee.

Kent Huyser


Kent's Website 

Kent provides advancement consulting services to colleges, universities, independent and parochial schools, healthcare organizations, and other non-profits nationally. Client services focus on comprehensive campaigns, project fundraising, major and annual gift strategies, planned giving, strategic planning, board and staff development, integrated marketing and net revenue generation strategies. Prior to joining the firm, Kent served as Associate Vice Chancellor for Advancement at Metropolitan Community College, Kansas City (MCC) where he led a successful advancement program and was responsible for the College’s Foundation (development, constituent relations, stewardship), as well as the communications, public relations and marketing functions.

Kent earned a B.S. in Business Administration from William Jewell College. He is married, has three children and lives in Liberty, Missouri.

Jenny Herstein



Jenny Herstein is Assistant Director of Advancement with Nebraska Community Foundation.  The Nebraska Community Foundation works with community, organizational and donor-advised affiliated funds serving 255 communities located in 78 counties.  Jenny focuses efforts to support and sustain the mission of NCF and its affiliated funds. She develops strategies for executing annual giving and donor stewardship programs. She also provides training assistance to affiliated fund leaders who are building endowments in communities across the state. 

Prior to joining NCF, Jenny worked as Director of Development for the Nebraska Educational Telecommunications (NET) Foundation for Television and Radio, Nebraska’s NPR and PBS station.  In addition to nonprofit work, Jenny’s background includes 18 years in corporate sales and marketing.

Christopher McGurn


Christopher's LinkedIn Profile 

Christopher McGurn is a Senior Vice President with PNC’s Institutional Asset Management Group in Baltimore, Maryland. He is responsible for the management and marketing of PNC’s Planned Giving Services Group. In addition, he also serves as the primary relationship officer for local and national planned giving programs.

Christopher serves as the Treasurer on the boards of the Partnership for Philanthropic Planning and on the board of the Chesapeake Planned Giving Council. He has served on a number of other boards with a focus on gift planning and has given presentations to organizations across the United States.

Boyd Ober 


Boyd's Website 

Boyd Ober’s desire to help others achieve success inspired him to found Leadership Resources and continues to fuel his passion today. Serving as president of the company, he devotes his time to building relationships, coaching and consulting with clients, and strengthening the Leadership Resources team. His guidance and direction have enabled the company to experience steady growth since it began in 2002. In response to client needs, Ober recently developed cutting edge processes on emotional intelligence, driven behavior, and leadership presence.

Boyd is a member of the Leadership Management Institute Collaboration Board, Lincoln Partnership for Economic Development Board, Tabitha Inc. Board, Foundation for Lincoln Public Schools Board and UNL Advisory Board for Pi Sigma Epsilon. 

Gail Perry


Gail's Website

Gail Perry, CFRE, is an international fundraising coach, speaker, trainer and thought-leader. She leads inspirational fundraising workshops and board retreats around the globe. She enjoys making fundraising fun and interesting for nonprofit board members who find her approach accessible and practical. She blogs weekly at FiredUpFundraising.com and FundraisingSuccess.com.

Gail's Fired-Up Fundraising approach, developed over the past 25 years as a non-profit philanthropy expert, has helped organizations raise hundreds of millions in gifts.

Gail's book, Fired-Up Fundraising: Turn Board Passion into Action (Wiley/AFP) is called the “gold standard guide to building successful fundraising boards.”

Jay Wilkinson


Jay's LinkedIn Profile 

Jay Wilkinson has been actively involved in the nonprofit community his entire life. He sits on the board of several nonprofits and is an avid supporter of programs that provide leadership and enrichment for America’s youth. As a philanthropist, Jay has raised millions of dollars for nonprofit organizations. As an educator, he has trained thousands of fundraisers, marketers and nonprofit executives and has appeared on CNN and other national news outlets discussing the important role nonprofits play in the U.S. economy. Jay is the founder and CEO of Firespring – a company that provides beautiful websites and essential tools to nonprofit organizations. Firespring helps nonprofits raise money, manage donors, organize volunteers and conduct events while presenting a powerful and professional online presence. Firespring is proud to be the only B-Corporation based in Nebraska and is on a quest to transform the business landscape by encouraging all companies to leverage their people and profit as a force for good.