Complex issues affecting major gifts solicitations|Cincinnati, OH|11/18/2009

Complex issues affecting major gifts solicitations

Tackling the most challenging aspects of major donor solicitation is possible when you have the skills. In this session, we'll help you steer through advanced aspects of major donor solicitation - from composing a compelling case statement to working with an advisory group to approach high-value donors. Topics to be covered will include:

- Putting together a major gifts advisory group
- Compiling a major gifts case statement
- Overcoming some of the more common challenges in major gifts solicitations
- Benchmarking, goal setting and managing multiple priorities in a major gifts program

Put the final pieces of your major donor program in place by attending this informative session.

Speakers for this session:

Duke Haddad

Vice President for Development/CDO

Children`s Medical Center of Dayton

Dr. Haddad specializes in securing major gifts from a variety of sources. He has directed a number of successful "closes" of six and seven figure gifts. He previously directed a $37 million capital campaign for Kiwanis International, directed a number of $6 million plus campaigns for St. Vincent Hospitals, was major gifts director for a $75 million Butler U. Capital Campaign. He was engaged in the solicitation of over 500 major gift donors ($10,000 and above) for St. Vincent Hospital Foundation over a period of years. Dr. Haddad was previously a senior associate for Demont and Associates and Vice President of Development for St. Vincent Hospitals & Health Services. Duke is a member of AFP and is a CFRE. He holds a doctorate degree in education administration and bachelor’s degree, cum laude, in business administration from West Virginia University. His master’s degree in public administration was obtained from Marshall University.

Kenneth Marsenburg, Jr.

Director of Major Gifts

The Ohio Masonic Home Benevolent Endowment Foundation, Inc.

Ken has 36 years experience working with nonprofit organizations as an executive and fundraising consultant for social, educational, health, and religious institutions throughout the United States. The fund-raising initiatives where Ken has served have raised over $700 million on cumulative goals of $550 million. Ken has hands-on expertise in seven-figure gift solicitation, feasibility and strategic planning studies, and on-site-orientation of trustees, executives, staff and volunteers. He has a dual BS degree in Accounting and Finance from Central State University in Wilberforce Ohio. .

George Mongon

Director of Development

Air Force Museum Foundation, Inc.

George began his fundraising career four decades ago and has served institutions throughout the United States and abroad. He has spent two thirds of his career as a consultant specializing in board development and capital campaigns. A community-builder at heart, he is particularly known for his ability to attract new and record-breaking gifts to organizations. He believes ideal results come from a steadfast commitment to building an exciting, prudent business plan; developing and maintaining strong community and constituent relationships; and striving continually for quality-focused results. Prior to fundraising he taught undergraduate business courses and continues to be a frequent speaker on management and fund-raising issues. He has been active in AFP and served as a national Board leader for them from 1980 to 1992. He earned his bachelors and MBA degrees from the University of Cincinnati.

Cincinnati Fundraising Summit

A relationship approach to fundraising
Nonprofit fundraising has become highly specialized, and each segment of your donor market requires a different set of relationship management skills. Whether you are reaching out to private foundations, wealthy individuals or your own members, you need to understand who they give to, and why. The Cincinnati Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:

Day One:
In the morning, listen to a panel of private, corporate and community grantmakers who will openly discuss their philosophy on grantmaking, how they operate, and most important, how you can build a more successful relationship with the grantmaking community. In the afternoon, participate in seminars led by experienced grant seekers who have successfully secured many corporate and foundation grants, and have built successful relationships with the grantmaking community.

Day Two:
Attend a series of fundraising seminars covering the hottest areas of fundraising (capital campaigns, major gifts, annual giving campaigns, and many more). Panels of experts will discuss the latest developments in these fields, and then enter into a dialogue with the participants that addresses their most pressing questions.

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 2009, we are introducing 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 2009, we are adding 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

Location:

The Summit will take place at the Tangeman University Center, which is located on the University of Cincinnati West Campus. The Tangeman Center is easy to reach by public or private transportation. The Tangeman University Center is located just minutes from downtown Cincinnati and 20 minutes from the airport. The full address is:

2766 UC Main Street
Cincinnati, OH 45221

Public Transportation:

Public bus transportation is provided in Cincinnati by GO METRO Southwest Ohio Regional Transit Authority (SORTA). Metro Bus Routes 17, 18 & 19 from Downtown stop at the Main Gate of the Univeristy. The Metro stop at the Main Gate is at the intersection of Clifton and Calhoun. It is a five minute walk from the stop to the Tangeman Center. To get to the Tangeman Center from the Metro Stop, go up the hill past the guard’s hut, to where the hill crests, this is University Plaza. Directly in front of the plaza is the home of the president, University Pavilion. If you walk around this building to the opposite side, you will come to a Quad area. If you look diagonally to your right, you will see Tangeman University Center.

Directions By Car:

From the north or south via I-75

From I-75, take the Hopple Street exit (exit 3). (If you are traveling north, Hopple Street exits from the left lane).

Turn left off the exit on to Hopple Street. As you cross the first intersection (Central Parkway), Hopple Street becomes Martin Luther King. Follow Martin Luther King Jr. Drive to Jefferson Avenue. Turn right onto Jefferson Avenue and follow to the second traffic light. Turn right onto Corry Boulevard and follow Corry to the 3^rd stop sign. At the 3^rd stop sign look to your right and you will see a grey slate building with a clock tower this is where the Great Hall is located. At the 3^rd stop sign bear slightly to the left and enter the CCM Parking Garage which is located underground. Park in the far right hand corner marked Electronic Media on any level and take that hallway to the elevator. Take the elevator to the 4^th floor and exit outside. Once outside take the walkway over to the grey slate building, Tangeman University Center (TUC).

From the west via I-74

Take I-74 east to I-75 south. Take the Hopple Street exit (Exit 3). Turn left off the exit onto Hopple Street. As you cross the first intersection (Central Parkway), Hopple Street becomes Martin Luther King Drive. Follow Martin Luther King Jr. Drive to Jefferson Avenue. Turn right onto Jefferson Avenue and follow to the second traffic light. Turn right onto Corry Boulevard and follow Corry to the 3^rd stop sign. At the 3^rd stop sign look to your right and you will see a grey slate building with a clock tower this is where the Great Hall is located.

At the 3^rd stop sign bear slightly to the left and enter the underground CCM Parking Garage. Park in the far right hand corner marked Electronic Media on any level and take that hallway to the elevator. Take the elevator to the 4^th floor and exit outside. Once outside take the walkway over to the grey slate building, Tangeman University Center (TUC).

From the north via I-71

From I-71 southbound, take the Taft Road exit (exit 3).

The exit places you on Taft Road, a one-way street heading west. Follow Taft Road to the 5^th traffic light and turn right onto Jefferson/Vine Avenue. Follow Jefferson/Vine to the 1^st traffic light. Turn left onto Corry Boulevard and follow Corry to the 3^rd stop sign. At the 3^rd stop sign look to your right and you will see a grey slate building with a clock tower this is where the Great Hall is located. At the 3^rd stop sign bear slightly to the left and enter the CCM Parking Garage which is located underground. Park in the far right hand corner marked Electronic Media on any level and take that hallway to the elevator. Take the elevator to the 4^th floor and exit outside. Once outside take the walkway over to the grey slate building, Tangeman University Center (TUC).

From the east via US 50

From US 50 westbound, turn right on Taft Road.

Taft is a one-way street heading west. Follow Taft Road to Jefferson/Vine Avenue. Follow Jefferson/Vine to the 1^st traffic light. Turn left onto Corry Boulevard and follow Corry to the 3^rd stop sign. Turn right onto Corry Boulevard and follow Corry to the 3^rd stop sign. At the 3^rd stop sign look to your right and you will see a grey slate building with a clock tower this is where the Great Hall is located. At the 3^rd stop sign bear slightly to the left and enter the underground CCM Parking Garage. Park in the far right hand corner marked Electronic Media on any level and take that hallway to the elevator. Take the elevator to the 4^th floor and exit outside. Once outside take the walkway over to the grey slate building, Tangeman University Center (TUC).

Parking:

Visitor parking is available in three garages near the Tangeman Center on West Campus: CCM Garage, Varsity Village Garage, and Clifton Court Garage. All University Garages have an automated Pay In Lane (PIL) attendant. This machine will be in your lane as you exit the garage. It accepts cash, change and major credit cards (visa, amex, mc & discover). Surface parking lots are for permit parking only. The CCM Garage is the closest parking garage to the Tangeman Center. Cost for parking in the three parking garages listed below is as follows:

1 hr - 1.5 hrs $5.00 1.5 hrs - 2 hrs $6.00 2 hrs - 2.5 hrs $7.00

2.5 hrs - 3 hrs $8.00 3 hrs - 24 hrs $9.00

CCM Garage (off Corry Blvd) (Auto Cashiering PIL - no attendant) Driving Directions to the CCM Garage: From Jefferson Avenue, take Corry Blvd towards the Gettler Stadium. Just past the Stadium take the round-about to CCM Blvd, pass the Varsity Village Garage and enter the CCM Garage. From Calhoun Street, take Varsity Village Drive past the Gettler Stadium. Enter the round-about to CCM Blvd, pass the Varsity Village Garage and enter the CCM Garage. Walking Directions to Tangeman University Center: Exit the CCM Garage and cross through CCM Plaza. Pass the Nippert Stadium on your right. The Tangeman University Center will be directly in front of you on Bearcat Way. Go to the 4th floor to our registration desk outside the Great Hall. This will be about a 5-minute walk.

Varsity Village Garage (off Corry Blvd.) Auto Cashiering (PIL-no attendant) Driving Directions to the Varsity Village Garage: From Jefferson Avenue, take Corry Blvd towards the Gettler Stadium. Just past the Stadium take the round-about to CCM Blvd, veer off to the right into the Varsity Village Garage. From Calhoun Street, take Varsity Village Drive past the Gettler Stadium. Enter the round-about to CCM Blvd, veer off to the right into the Varsity Village Garage. Walking Directions to Tangeman University Center: Exit the Varsity Village Garage and pass between the Vocal Arts Center on your left and the Nippert Stadium on your right. Follow the path around the stadium to the right. The Tangeman University Center will be directly in front of you on Bearcat Way. Go to the 4th floor to our registration desk outside the Great Hall. This will be about a 5-minute walk.

Clifton Court Garage (off Clifton near Martin Luther King Dr.) Auto Cashiering (PIL-no attendant) Driving Directions to the Clifton Court Garage: From Martin Luther King Drive, take Clifton Ave south. Turn left onto Clifton Court and follow around until you come to Clifton Court Garage. From Clifton Avenue heading north, turn right onto Clifton Court and follow around until you come to Clifton Court Garage. Walking Directions to Tangeman University Center: Walk past Rieveschl Hall and walk along the front of the Old Chemistry building to the right. Pass between the Old Chemistry building on your left and Braunstein Hall and your right. Continue walking straight ahead and past Swift Hall. The Tangeman University Center will be straight ahead. It is a circular shaped building. Go to the 4th floor to our registration desk outside the Great Hall. This will be a 5-10 minute walk.

Additional Parking Garage Options:

Calhoun Garage (off Corry Blvd. or Calhoun St.) Auto Cashiering (PIL-no attendant)
Corry Garage (off Jefferson Avenue and Corry Blvd) Auto Cashiering (PIL-no attendant)
Woodside Garage (off Martin Luther King Dr.) Auto Cashiering (PIL - no attendant)
Campus Green Garage (off Martin Luther King Dr.) Auto Cashiering (PIL-no attendant)
University Ave Garage (off University Ave) Auto Cashiering (PIL-no attendant)

Hotel Accommodations:
Most hotels near the Summit venue are within the $103 - $169 per night range. The following hotels are within a 2.5 mile radius of the hotel.

1. Marriott Kingsgate Hotel at UC BOOK NOW .60 miles from venue

2. Springhill Suites by Marriott BOOK NOW .84 miles from venue

Midtown Cincinnati

3. Comfort Suites Newport BOOK NOW 1.92 miles from venue

4. Cincinnatian Hotel BOOK NOW 2.10 miles from venue

5. Holiday Inn Express Bellevue BOOK NOW 2.10 mile from venue

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