"High Net Worth Philanthropy Study"

AFP- NY Westchester Chapter, National Philanthropy Day Conference "At-A-Glance" **
November 7, 2014 -- DoubleTree by Hilton - Tarrytown, NY
7:00 am -
8:00 am
EXHIBITOR REGISTRATION/ SETUP
7:30 am -
4:30 pm
ATTENDEE REGISTRATION / BADGE PICKUP
8:00 am -
8:30 am
NETWORKING / MEET THE EXHIBITORS / BREAKFAST
8:30 am -
9:30 am
WELCOME AND MORNING KEYNOTE
"High Net Worth Philanthropy Study"
presented by David Ratcliffe, US TRUST/Bank of America
EDUCATIONAL
TRACKS
COMMUNICATIONS &
MARKETING
STRATEGIC DEVELOPMENT
STRATEGIES
CULTIVATION &
STEWARDSHIP
Best practices in merging social
media and nonprofit marketing
"There’s Gold in Them Thar Hills" Applying for-profit thinking to boost
sponsorship and other revenue
sources
Develop and Maintain an
Engaged Nonprofit Board of
Directors
GENERAL/INTERMEDIATE
INTERMEDIATE/ADVANCED
Marjorie French
Greylock Associates, LLC
Jennifer Flowers
Accredidation Guru, Inc.
9:30 am - 10:45 am
GENERAL/INTERMEDIATE
Marc W. Halpert
connect2collaborate.com
Maria Semple
The Prospect Finder, LLC
NETWORKING/MEET THE EXHIBITORS/BREAK
10:45 am - 11:00 am
11:00 am - 12:15 pm
Campaign Feasibility Studies: Much
More than Money
The Anatomy of a Transformational
Gift: A Road Map to Securing
Transformational Gifts for Your
Development Program
INTERMEDIATE
INTERMEDIATE/ADVANCED
INTERMEDIATE/ADVANCED
David Jasse
DMJ Digital Media
Evan Kingsley & Adam Gaynor
Plan A Advisors
Elizabeth Bermel
Scarsdale Public Library
Eric Javier
CCS
Video, Branding and
Documentaries --> Increase
Awareness and Contributions
NETWORKING/MEET THE EXHIBITORS
12:15 pm - 12:30 pm
12:30 pm -
2:00 pm -
3:15 pm -
3:30 pm -
2:00 pm
3:15 pm
3:30 pm
4:45 pm
**Subject to Change
LUNCHEON, AWARDS PRESENTATION & AFTERNOON KEYNOTE
LEADERSHIP IN PHILANTHROPY AWARD PRESENTATION
LUCILLE WERLINICH
YOUTH IN PHILANTHROPY AWARD PRESENTATION
One Life Club - Scarsdale High School - Fazi Shaikh & Alexis Zachem;
Julie Miner
~~~
AFTERNOON KEYNOTE
"Life Fulfillment - Your Unique Role in What Matters to YOU & Your Donors"
presented by Nick Preddice, Affinity Groups, LLC
"What the what? 45 ideas in 60
Attracting and Resonating with Major
minutes (or thereabouts)."
How to Think like a Corporate Funder Donors: It is all in the Questions! What's working, what's not in
A Philanthropists Point of View
direct response fundraising today.
GENERAL
INTERMEDIATE
INTERMEDIATE/ADVANCED
PANEL OF EXPERTS
Joseph Ferraro, CFRE (Moderator)
PULSE-MDC
Jacqueline R. Millan
Formerly, PepsiCo Foundation
Nick Preddice
Affinity Groups, LLC.
NETWORKING/MEET THE EXHIBITORS/BREAK
The 5 Essential Stories
Fundraisers Should Be
Sharing on Social Media
Developing the Next Generation of
Agency Core Supporters
New developments in donor
database, tracking and reporting
GENERAL/INTERMEDIATE
INTERMEDIATE/ADVANCED
GENERAL/INTERMEDIATE
Kalynn Amadio
Ikalynn, LLC
Nada Beth Glick & Isobel Perry
Human Development Services of
Westchester
Thatcher Drew
501 square
www.afpwestchester.org