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Saturday, October 15, 2011

19th Annual Nonprofit Conference on Sustainability Strategies - Part 2

The agenda for the day:

9:00 a.m. Opening & Keynote Address: Colin Groth, Strive Partnership
9:45 a.m. Networking Break and Exhibitor Fair
10:00 a.m. Workshop Session #2
  • "The Board's Role in Planning Impact"
  • "Lessons from a Toddler: The Importance of Asking 'Why?'
    Prospect Research and Development for Long-term Strategic Fundraising"
    • Christopher Sar, CFRE, Director of Prospect Development, Phoenix Children's Hospital Foundation
  • "Dreams Deferred No More: Meeting the Challenge of Capital and Endowment Fundraising"
  • "Increasing Collective Impact Using Social Media: Best Practices"
    • Amy Neumann, Vice President of Social Media Initiatives,
      Social | Impact Consulting, LLC
  • "Collective Impact Through Outstanding Leadership"
  • "Project SAM: A Case Study in Collective Impact"
    • Tony Banegas, MPA, Philanthropic Advisor, Arizona Community Foundation
    • Sally Clifford, Executive Vice-President, Alliance of Arizona Nonprofits
    • Hallie Preskill, Ph.D, Executive Director, FSG – Strategic Learning & Evaluation Center
    • Tamela Casey-Devore, Senior Development Manager, Junior Achievement of Arizona
11:15 a.m. Networking Break and Exhibitor Fair
11:30 a.m. Buffet Lunch and Networking
12:00 p.m. Cases, Models and Collective Progress Discussion
1:00 p.m. Exclusive screening of Saving Philanthropy: Resources to Results documentary
2:00 p.m. Discussion and take-aways, facilitated by the producer,
Kate Robinson

2:45 p.m. Closing and Evaluations

My Takeaways:

So today was definitely better. In the morning, a Senior Philanthropic Advisor from ACF ended up sitting at my table and you can damn well bet I got his card! I need all the friends I can get on the inside. LOL.  So that was a very nice start to the day.

I attended the purple highlighted workshop and really enjoyed it. Here's the blurb:

Young children ask "why?" about everything imaginable. And they ask it again and again. It's not that they didn't hear the first answer. They've learned as early as toddlers that the response is always an explanation. And usually, the more times you ask it, the simpler and more direct the response ultimately becomes. The same process can be applied to developing your fundraising strategy. You will identify the core community needs. You will develop more focused organizational priorities. You will identify your best and most logical partners. And you will cultivate better relationships with your best current and potential supporters.

  • Development starts with our case support. Build a case for support wit an eye toward how this will be viewed by potential supporters. What questions will they ask and will they feel this is worthwhile and important to them.
  • Why is it important? Why are we doing this? Why would someone else support this work? Why now? Why this methodology? Why these partners? Why does it cost this much?
  • Development Constructs: Pyramid Giving, Five "I's" of Donor Development, and Rosso's Concentric Circles.
  • Pyramid of Giving: Bequests - 80%, Major Gifts, Annual Giving, First Time or One-off Gifts
  • The Five I's: Identify (find potential supporters names), Interest (discover goals and objectives), Inform (let prospective supporters know about us), Involve (prospective supporters in our mission), and Invest (give them opportunities to put their passion into action).
  • Rosso's Concentric Circles: the organization's universe, people with similar interests, former participants; former donors; former board members; clients; general donors; members; employees; volunteers; others, major donors, board, management.
Prospect Development and the Role of Research

Development Cycle: Identify--Research--Cultivate--Solicit--Steward

Process for Qualification/Research involves:
  • Prospect research (history, public records, etc)
  • Peer review
  • Ongoing direct interaction
  • Pitfalls and warnings

Recording and Maintaining a Donor Database:
  • Giving history
  • Contact management
  • Research indicators

When meeting with donor prospects, ask them why to better understand their motivations. Why did they support the cause to which they gave their biggest gift? Why might our project interest them? Why are they involved in our organization? Why are they moved by/passionate about our cause?

Overall:

I enjoyed this conference and plan to attend again next year depending on the topic.

19th Annual Nonprofit Conference on Sustainability Strategies

 


“‘Go fast, go alone; go far, go together’: Collective Impact”

October 13-14, 2011 • Desert Willow Conference Center • Phoenix

Not your usual nonprofit conference, not just for nonprofit organizations... Welcome to the world of Collective Impact! This exciting, new approach requires coordinated work by proactive organizations from business, government, general public, and nonprofit groups with a common passion for eradicating our communities' toughest challenges. Large and complex societal problems demand cross-sector work beyond the scope of a single nonprofit or governmental agency. By following the elements of collective impact, seemingly impossible challenges become possible. Learn from renowned national experts, local individuals and organizations that have or are in the process of coming together to make notable, long-term positive change.
Join more than 300 nonprofit leaders, community members and business professionals! Plus, conference attendees are invited to view an exclusive screening of the new documentary, "Saving Philanthropy: Resources to Results” that includes a moderated panel led by the film's producer, Kate Robinson. Don’t miss this special opportunity!
  • Take advantage of in-depth workshops!
  • Learn best-practice techniques from expert panels!
  • Participate in affinity networking groups!
  • Build your personal network! 
What is Collective Impact, you ask? Yeah, I had no idea, but they this link and this link provided a great intro for me. This two day conference was totally packed with info where, of course, my mind was fried by the end of of it all. Here's the agenda for Thursday, Oct 13th:

12:00 p.m. Keynote AddressFay Hanleybrown, Managing Director, FSG Social Impact Consultants
1:00 p.m. Networking Break and Exhibitor Fair
1:15 p.m. Panel "Collective Impact Within the Community"
  • Brian Spicker, Senior Vice President of Community Impact, Valley of the Sun United Way (Moderator)
  • Paul Galdys, Senior Director of Adult Services - ACT, Magellan Health Services of Arizona
  • Tom Simplot, District 4 Councilman, City of Phoenix
  • Merl Waschler, President and CEO, Valley of the Sun United Way
  • Cree Zischke, Vice President, NW and Intermountain Regions, JPMorgan Chase & Co.
2:15 p.m. Networking Break and Exhibitor Fair
2:30 p.m. Workshop Session #1
  • "Establishing Rapport: Improved Communication Skills for Going Further Through Collective Impact"
  • "From Theory to Practice: Building Nonprofit Endowments"
    • Carrie Kinnear, Counsel for Development & Fund Raising, Arizona Endowment Building Initiative
  • "The Circle: Principles and Practices to Generate Continuous Communication"
  • "Orchestrating Collective Impact: The Importance of the Backbone Support Organization"
    • Evan Mendelson, Vice President, Donor Relations and Program Services, Community Foundation for Southern Arizona
    • Sarah Griffiths, MA, Senior Partner, Wholonomy Consulting, LLC
    • Cassandra O’Neill, MA, Senior Partner, Wholonomy Consulting, LLC
  • "One is a Lonely Number: Exploring New Partnerships to Affect Dramatic Change in Your Community"
3:45 p.m. Networking Break and Exhibitor Fair
4:00 p.m. Affinity Group Networking
  • New Nonprofit Professionals/Emerging Leaders
  • Senior Nonprofit Professionals with 10+ Years
  • Development/Fundraising Professionals
  • Marketing/PR Professionals
  • Small Nonprofits
4:30 p.m. Closing

My Takeaways:

The panel discussed how collective impact can accelerate and improve community conditions. The cross sector panel of community leaders talked about ongoing and prospective work utilizing a collective impact approach to address homelessness:
  • There are three types of problems--Simple, Complicated and Complex--and the social sector treats problems as simple and complicated.
  • Traditional approaches are not solving our toughest social problems - Isolated Impact
  • Collective Impact is multiple players working together to solve complex issues: all working toward the same goal and measuring the same things; cross-sector alignment with government and corp sectors as essential partners; organizations actively coordinating.
  • 5 Elements of Collective Impact are: Common Agenda, Shared Measurement (which is the least common) Mutually Reinforcing Activities, Continuous Communication and Backbone Organizations.
  • 3 Phases of Collective Impact are: Organizing for Impact, Building the Common Agenda and Sustaining Action and Impact.
  • You're ready for collective impact if you: have credible champions/catalysts, have a backbone support structure, have a level of resources and attention, have funders, have existing collaborative efforts, and have an urgency for change.
  • 3 big mindset shifts for collective impact are: adaptive vs technical solutions, silver buckshot vs silver bullets (no single organization can create social change, but multiple organizations can), and credibility vs credit (not how you take credit but creating credibility for your organization).

Highlighted in light blue was the workshop I attended and I was highly disappointed. Here's the blurb:
A discussion using real stories of intriguing partnerships that created collective impact. Through this session you will learn how to identify and consider partners outside of your "usual suspects". Learn how collective impact does produce change through real-life examples. Join us for an interactive discussion exploring a new way of thinking about collaborative partnerships that can produce a dramatic change in your community. 
What the facilitators failed to mention was that the "intriguing partnerships", "partners outside your usual suspects" and "collaborative partnerships" they were talking about were 501(c)6 organizations (aka "trade associations"). I don't know if any of the other attendees felt a little misled, but ten minutes into the presentation, I was wondering if I had attended the wrong workshop. I felt the blurb was a little deceiving and if they had actually put 501(c)6 as part of the title or in the blurb, I wouldn't have gone. Yes, trade associations are outside the "usual suspects" but I definitely wasn't expecting the focus to be on just trade associations.

I was a little wary about attending the Affinity Group Networking thing at 4pm. Until I read what it was all about:

The purpose of the affinity groups is to give each conference participant the opportunity to connect with individuals who have similar positions/roles, interests, goals and challenges. Through guided facilitation and informal exchange, participants will have the opportunity to discuss contemporary issues in a small group format and add new contacts to their professional network of supportive colleagues.
I attended the yellow highlighted session above and found myself in a room full of Public Allies. I was surrounded by young people who were placed at nonprofit organizations and through the questions we were asked to discuss as a group, I learned:
  • To utilize volunteers instead of paid staff (which is what I plan to do anyway)
  • To not have a grant running just one program. Money should be dispersed to all programs because you might lose funding.
  • Places to help you fundraise: Deals That Matter, Doozy of a Deal, Twitter hashtag theme.

The panel and the Affinity Group Networking made up for the disappointing  workshop. Hoping Day Two is better.