Annual giving campaigns | Boston, MA

Annual giving campaigns

Ask any fundraiser and they'll tell you that the annual fund is the foundation for all other fundraising efforts. By developing a successful, ongoing annual program, you'll be able to raise funds to operate your nonprofit, while building a pool of donors from which to draw potential major, planned, and capital gift donors. Get practical advice on progressive approaches to annual giving programs with this specialized session.

- Attracting new donors to your annual campaign
- Establishing recurring gifts and loyalty programs to acknowledge frequent donors
- Utilizing special events to raise annual funds
- Maximizing traditional forms of solicitation such as appeal letters and phonathons
- Using the web to jump start your annual giving program

Attendees of all skill levels will find interesting approaches to annual giving campaigns in this session

Attendees will walk out with new approaches to (i) better understand donors, (ii) segment donors, (iii) communicate to donors, and (iv) match available funding needs to donor interests.

Speakers for this session:

Haegan Forrest

Director of Annual Giving and Constituent Relations

Lasell College

Haegan has been involved in development for 14 years. In his current position, he is responsible for Annual Fundraising campaigns for alumni, parents, and friends of Lasell College, with a focus on leadership giving and leadership development, volunteerism, and reunion programs. Previously, as Director of Development at Tower School, Haegan was responsible for a full scope of development activities including major gift fundraising, leading a $6 million capital campaign, alumni programs, annual giving, and Board development. Before that, he worked as Director of Annual Giving at Brooks School where he was responsible for an Annual Fund program that grew more than 30 percent in four years primarily through a focus on increasing alumni participation of the most recent graduates and leadership giving. Haegan currently serves as volunteer for Northfield Mount Hermon School, Class Fund Chair at Wheaton College, Class Vice President Public Relations Coordinator, and Reading United Soccer Club. He earned B.A in Biology from Wheaton College He is a member of CASE.

Melissa Graves

Annual Fund and Database Manager

Pathfinder International

Melissa has been involved in fundraising for 13 years. In her current position, she is responsible for managing four Annual Fund donor renewal and two acquisition solicitations per year. Melissa also manages the newly formed Middle Donor program stewarding Annual Fund donors to become major donors. She is also the Database Manager for database used by the entire Resource Development department. Previously, as Director of Development Services at The Village for Families and Children, Melissa was responsible for three Annual Fund donor renewal and one acquisition solicitations each year. She managed the Raiser's Edge Database and all Development operations including gift processing and gift acknowledgment. Before that, she worked as Manager, Direct Mail and Database at Planned Parenthood of Connecticut where she managed 4-5 Annual Fund donor renewal and two acquisition appeals per year. She was also the Raiser's Edge Database Manager. She earned B.A. in Education (Human Services) from UMass. Melissa is an original and still active member of the Blackbaud User Society (www.blackbus.org) advising forum posters on best practices in data management to produce useful data to track and eventually inform changes to improve Annual Fund solicitation performance.

2010 Boston Fundraising Summit

A relationship approach to fundraising
WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.

CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time. In 2010, we are also offering a two-day pass so that attendees can attend all sessions at a reduced price.

WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will break down the fundraising process into a series of phases with measurable outcomes and action steps for each phase. During the seminar, panelists will engage with the audience in an interactive manner to ensure that the sessions are educational and also fun to attend.

ONE-ON-ONE MENTORING SESSIONS
In 2010, we have added an exciting new component to our Summits: one on mentoring sessions. In these 30 minute sessions, you can sit down with an experienced nonprofit fundraiser to discuss specific questions not addressed by the seminars. Mentoring sessions will cover the same topics as the seminar topics.

HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:

Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use

WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.

HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend.

Location/Directions

The Summit will take place at The John Hancock Hotel & Conference Center. Registration will be setup outside the Robert Peary Room. The John Hancock Hotel & Conference Center is located 7.5 miles/15 minutes from Logan International Airport and is easily accessible by public transportation. The full address is:

The John Hancock Hotel & Conference Center
40 Trinity Place
Boston, MA 02116

Public Transportation

By Subway/Commuter Rail

Back Bay Station

Orange Line or Commuter Rail. Turn right on Dartmouth Street. Make first right onto Stuart Street. Make first right onto Trinity Place. We are on the left.

Copley Station

Green Line. Walk diagonally across Copley Square towards Trinity Church. Walk between Copley Plaza Hotel and John Hancock Tower onto Trinity Place. We are one block down on left.

Directions by Car

From Logan Airport

Follow signs to Sumner Tunnel. After exiting the tunnel take second right onto Rt. 93 north. Exit at Cambridge/Storrow Drive. Follow Storrow Drive signs to Back Bay and exit at Copley Square (a left exit). Turn right at the lights onto Beacon Street. At the second set of lights, turn left onto Clarendon Street. Follow Clarendon St. through (7) sets of lights and look for the Garage @ 100 Clarendon on the right.

From the West

Follow the Mass Pike (Rt. 90) East towards Boston and take Exit 22 (Prudential Center/Copley Square). Bear right to Copley Square. This will bring you onto Stuart Street. At the second set of lights, take a right onto Clarendon Street and look for Garage @ 100 Clarendon on the right.

From North or South

Follow Route 93 towards Boston and take Exit 26 (Storrow Drive/Cambridge). Follow signs onto Storrow Drive/Back Bay. Follow Storrow Drive signs to Back Bay and exit at Copley Square (a left exit). Turn right at the lights onto Beacon Street. At the second set of lights, turn left onto Clarendon Street. Follow Clarendon St. through (7) sets of lights and look for the Garage @ 100 Clarendon on the right.

Parking at the John Hancock Hotel & Conference Center
The Garage @ 100 Clarendon is right next-door. Day parking validated at $27 per day for less than 10 hours

Garage @ 100 Clarendon
100 Clarendon Street
Boston, MA 02116
617-275-0151

Hours: Open 24 hours a day, 7 days a week
This is a public lot and is not dedicated to CFNPS attendees. They have 2000 spaces and the lot never fills up.

Parking Rates:

$ 7.00 - 1/2hr or less

$10.00 - 1/2hr up to 1hr

$14.00 - 1hr up to 1 1/2hrs

$17.00 - 1 1/2hrs up to 2hrs

$22.00 - 2hrs up to 2 1/2hrs

$27.00 - 2 1/2hrs up to 10hr

Note: Posted Daily Rates Start at 5:00 AM

Form of Payment Accepted: Cash, check and most major credit cards are accepted.

Self-Payment or Attendant: Self-Payment
A validation stamp is available to CFNPS guests who stay overnight in the John Hancock hotel if the vehicle stays in the garage for a 24 hour period. If not staying for a 24 hour period, you will be charged at an hourly rate as listed above.

Driving Directions to the lot: See above under Directions by Car.

Walking Directions from the lot to the registration table: Head north on Clarendon Street toward Stanhope Street. Turn left at Trinity Place. Enter the John Hancock Conference Center and take the elevator to the 3^rd floor. Exit the elevator and go to the left through the Foyer and head to the right into the Atrium. Our registration table will be located in the Atrium.
Walking time: 5 minutes

Hotel Accommodations
Most hotels near the Summit venue are within the $169 - $315+ per night range. The following hotels are within a half-mile radius of the hotel.

1. John Hancock Hotel BOOK NOW 0 miles from venue

2. Radisson Boston Hotel BOOK NOW .4 miles from venue

3. Hilton Boston Back Bay BOOK NOW .5 miles from venue

4. Sheraton Boston Hotel BOOK NOW .5 miles from venue

5. Courtyard by Marriott

Boston Tremont Hotel BOOK NOW .5 miles from venue

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One-on-one mentoring

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