2019 Schedule of Events

Philanthropy Day 2019 Program
Download the 2019 Philanthropy Day Program [PDF 2MB]


Philanthropy Day 2019 took place on Tuesday, November 19, 2019 from 7:30 AM – 5:30 PM at the Hyannis Resort and Conference Center in Hyannis.

** REGISTRATION:  7:30 – 8:30 a.m. **
Grab your badge then head to the Grand Foyer to visit with our sponsors.

Move time 8:30 to 8:45
** MORNING SESSIONS:   8:45 a.m. – 10:00 a.m. **

How to Win Sponsors and Influence Philanthropy! [PDF]
Come and listen to the tales of sponsorship from both the non-profit organization and business perspective to learn how to grow or launch a successful sponsorship program. We all know that we need to be smart about diversifying our revenue streams – major donors, events, annual fund and sponsorships. A well-thought out plan for sponsorship can prove to be extremely worthwhile and can benefit both the non-profit agency as well as the sponsor themselves.
Anne Van Vleck, Chief Development Officer, Housing Assistance Corporation (HAC)
Matt Cole, President & CEO, Cape Associates, Inc.
Judy Tarr, Owner/Proprietor, Ben & Jerry’s North Eastham
Jennifer Bryant, Philanthropic Officer, Cape Cod Commercial Fishermen’s Alliance

What Every Non-Profit Professional Needs to Know about Finance [PDF]
For Board Members, Executive Directors and Directors of Development to be effective in their diverse roles, it is essential that they have a strong understanding of non-profit finance. It is critical to building a robust and thorough development plan that meets the overarching needs of the organization, but also important in understanding the total health and viability of the business. In this session, the presenters will review the cornerstone components of non-profit financial literacy including financial planning and cash management, financial statements and reporting for funders, allocation of direct and indirect costs for programs and goal setting.
Tammy Glivinski, President, Glivinski and Associates, Inc.
Mark Pearson, Executive and Artistic Director, College Light Opera
Lisa Walker, Director of Development, Highfield Hall & Gardens

Geeking out on Data
Fundraising is often described as a little bit art and a little bit science. In this session, we will look at the science part of the equation and how it informs the art portion of the formula. We will examine how we define data, how we gather and track it, and share ideas on how to best use it to inform strategy. Working knowledge of advanced calculus is not required for this session, but a sensor of humor is.
Amy Burke, Managing Director, Direct Marketing and Participation, Harvard College Fund, Harvard University

Furthering Your Impact in the Community (This session is for our Youth participants, however is open to all).
How can students create fundraising ideas to support causes that they believe in? This session will be an interactive exchange between students and presenters – sharing ideas and exploring fundraising possibilities to support community organizations and causes. Participants will brainstorm ideas on how they can create an event (or something else) that raises awareness, generates financial resources, and identifies potential volunteers in order to advance the mission. They will also have the opportunity to hear from a young philanthropist who will talk about the impact they made and why it is so important to them.

Blueprint for Layered Giving: Cultivating Major Donor Relationships (WILL PRESENT IN THE AM AND PMI)
This panel of seasoned and successful development professionals will share major gift donor cultivation strategies. Learn tactics for effective qualification, strategic engagement, solicitation and stewardship. Learn about effective messaging during differing economic and political climates, as well as key trends; and how to use both to your advantage. Polish your skills in reviving and/or enhancing relationships, having productive and meaningful conversations, and in crafting artful, layered solicitations that include annual, major, planned and capital campaign gifts.
Pamela Clapp Hinkle, Director of Development, Falmouth Academy
Charlie McNamara, Director of Advancement, Riverview School
Alison Smart, VP, Strategy and Advancement, Woods Hole Research Center

Dan Pallotta

Move time 10:00 to 10:30
** WELCOME, BRUNCH AND AWARDS:   10:30 a.m. – 11:45 a.m. **
** PLENARY KEYNOTE:   12:00 p.m. – 1:15 p.m. **
Dan says that the way we think about charity undermines the causes we love. His immersive keynote address, based off of his book, “Uncharitable: How Restraints on Non-profits Undermine Their Potential,” will change the way we look at giving. In fact, some experts believe that that the book “deserves to become the nonprofit sector new manifesto.” This presentation is recommended for any and every audience of donors, board members and non-profit staff. It’s been delivered at global and national conferences, as well as at intimate gatherings at board and family office retreats and arts and cultural organizations and foundations. It’s been featured as the opening keynote for regional nonprofit conferences in dozens of states across the nation and abroad.
Dan Pallotta

Move time 1:15 to 1:30
**AFTERNOON SESSIONS I:   1:30 p.m. – 2:45 p.m. **

Blueprint for Layered Giving: Cultivating Major Donor Relationships (Repeat from Morning Session)

50 Direct Mail and Email Hacks to Improve Annual Giving [PDF]
Improve your direct mail and email fundraising results. Fifty easy-to-implement “hacks” backed by neuroscience, behavioral psychology, A/B testing, the experiences of non-profits, and recommendations of the field’s biggest experts. You’ll leave with a copy of Gary Henricksen’s booklet with all the information, research and examples.
Stacey Price, Director of Development and Marketing, Dakin Humane Society
Sarah Gnerre, Vice President of Philanthropy, Five Maples Development Communications

Not Your Typical Fundraiser – a Fresh Look at Fundraisers to Elevate Philanthropy [PDF-1] & [PDF-IFAW]
Just because you’ve always done it one way, doesn’t mean you should! How are you connecting your community to mission, purpose, and the highest level strategic priorities? What are the benefits and risks of non-traditional fundraisers? Using examples, the presenters will walk the audience through updating current fundraisers for new audiences, and implementing new and unique fundraising experiences and programs.
Loriana De Crescenzo, CFRE, Chief Development Officer, Newport Hospital Foundation
Jeni Landers, International Fund for Animal Welfare, Inc. (IFAW)
Nicole Fox, Global Marketing Strategist, International Fund for Animal Welfare, Inc.

Learning and Leading Through Organizational Transition [PDF]
Many non-profits on the Cape are experiencing – or are anticipating – leadership or other types of significant change. Learn from two of the Cape’s non-profit leaders who have recently moved into their roles, about what works, what doesn’t, and how to deal effectively with the human, organizational and financial challenges this kind of change brings. They’ll talk about the challenges of leading in times of change, working with Boards and staff, and more.
Lisa Guyon, Executive Director, WECAN
Adam Burnett, Executive Director, Champ Homes
Jonathan Sproul, President & CEO, Cape Abilities

Hearty snacks – Move time   2:45 to  – 3:15 p.m.
** AFTERNOON SESSIONS II:   3:15 p.m. – 4:30 p.m. **

6 Ways to Begin Your Planned Giving Program [PDF]
Estate planning, appreciated assets, IRAs and insurance – Join us and learn more about structuring and marketing your planned giving program. Learn the questions to ask, and establish what can often be a transformational source of revenue that can secure the future of your organization, while creating a meaningful legacy for your donors. This session is perfect for non-profit professionals who have always wanted to begin a Planned Giving Program but didn’t know where to start. We’ll share tips so you can craft a meaningful program and start the path to transformational gifts.
J. Christopher Boyd, Owner, Asset Management, LLC
Atty. F. Keats Boyd, III, President, Law Offices of Boyd & Boyd, P.C.

Get that Grant and Build a Lasting Relationship!
Learn how to devise a long-term plan to build lasting relationships with corporate and foundation funders. Well known in the world of Cape Cod development, well versed panelists will outline the criteria, timeline and eligibility requirements of their particular funding streams and share suggestions for creating a successful proposal. They will provide tips for submitting successful grant proposals by focusing on shared goals between funders and grantees. They’ll also discuss the importance of grant stewardship that includes opportunities for greater levels of funder engagement over the long-term.
Shawna Moos, Director of Marketing & Strategic Initiatives, Housing Assistance Corporation (HAC)
Beth Bowman, Director of Community Impact, Cape and Islands United Way
Christina Bologna, Community Relations Officer, The Cooperative Bank of Cape Cod
Carrie Thornburg-Bearse, Program Officer, The Cape Cod Foundation

How to Make Your Mid-Level Donor Program a Success – Results, Habits, and Components [PDF]
Mid-level donor programs are an important element of both fundraising strategy and revenue. This session will review the benefits of a mid-level giving program and highlight key habits, strategies, components and metrics that you can ascribe to serving the mid-level donor population.
Anne Morrison, Principal, Anne Morrison Consulting
Amy O’Connor, Analytics Consultant, Blackbaud

Telling Stories That Resonate: Building A Meaurable Content Marketing Strategy [PDF]
Content is the core of a strong marketing program in every industry.
Your audience wants to be informed, not sold to. A successful content strategy is creating stories that resonate with your audience and inspire them to support your cause. We will discuss how to create a formula that works within your organization’s resources and how to define and
measure success.
Catherine Weber, Director of Marketing, Alpha Analytical

** COCKTAIL RECEPTION:   4:30 p.m. – 5:30 p.m. **