2025 Fundraising Summit Schedule
9.75 CFRE CE credits available
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Wednesday, January 29
8:00 AM
8:30 AM 9:30 AM 10:45 AM
11:00 AM 12:00 PM
1:00 PM 2:30 PM
3:00 PM 4:00 PM
4:30 PM 5:30 PM Thursday, Jan 30
7:30 AM
8:30 AM 10:00 AM
10:30 AM 12:00 PM
1:30 PM 2:30 PM
3:00 PM 4:00 PM
Friday, January 31
7:30 AM
8:30 AM 11:00 AM |
Registration/Check-in
Welcome, introductions and highlights: All attendees Get on the bus…Philanthropy is in for major transformation J.D. Shuman, Consultant in Residence Senior Living is shaking off the bake-sale and tchotchke mentality and using sophisticated giving strategies and vehicles to reshape the impact philanthropy is having on the industry. Hear how to launch the elements of your fundraising efforts that will create perpetual impact on generations of future residents. Break Ethical fundraising Charles Wickham, Pinnacle Living We will start from the assumption that we all desire to be ethical in the way we operate our fundraising efforts. We will review situations that appear to have gray areas, discuss the situation and implications, observe how the situation was handled in real life, and finally see which standards of the AFP Code of Ethical Standards are involved. Lunch Aligning donor passion with transformational opportunities J.D. Shuman, Consultant in Residence Discover strategies to improve key focus areas and broaden donor perspectives while aligning resident donors with operational goals and objectives. Understand methods to facilitate collaboration between administration and resident donors and establish a framework for sustained philanthropic and operational partnerships Break Speed networking: get better acquainted super-fast! Lisa Dormire, Redstone Presbyterian Senior Care We will learn about and practice a fun and engaging technique to generating conversations and learning about others. Speed networking can be an effective icebreaker in resident/donor events or professional gatherings. Meet our Sponsors Break for the day Reception and dinner at the FirePit Patio Breakfast
Why your development and sales and marketing teams should be best friends! J.D. Shuman, Consultant in Residence Learn how to build and leverage your sales and marketing relationships to enhance a culture of philanthropy while positively impacting your communities census and operating ratio. Learn the tools that will enhance your profile as a resource to future residents and members of your sales team. Break Using executive leadership in philanthropy: panel discussion Facilitator: Jeff Coates, Westminster Communities Foundation Panelists: J.D. Shulman, Asbury Foundation; Doug Myers, Westminster Ingleside Foundation; Marisa Ray, Kintura; Paul Miller, Presbyterian Villages of Michigan Foundation The demands on an executive’s time comes from many areas – finance, operations, human resources, the board, etc. However, it is well known that an organization’s fundraising and donor engagement programs are significantly enhanced when the company’s executive leadership is deeply engaged. This session will build up J.D. Shuman’s Aligning Donor Passion with Transformational Opportunities session to explore the concepts, ideas, techniques, and best practices for strategically involving your organization’s leadership in the development mission. Lunch Where generosity thrives : a $10 million campaign based on relationships Sarah Oenning, Jennie Jones, Judith Keller, PMMA PMMA embarked for the first time on a $10 million campaign for Salina Presbyterian Manor, Salina Kansas. Local fundraising counsel, local leadership and resident input equals big goals. With the help of Keller Consulting, the team deployed campaign infrastructure and strategies in December 2023. It all comes down to relationships and the ask. Break Say thank you in a big way: donor appreciation Susan Cino, Springpoint Senior Living What better way to say thank you than to celebrate the success that generosity can bring. Hear about how Springpoint Living collaborates with resident volunteers to plan and hold fun and memorable community-based donor recognition events that thank donors and inspire others to give. Break for the day - evening open Breakfast Roundtable conversations: Discuss and digest the Summit experience and more Summit Adjourns |
