2019 Nonprofit Leadership Conference Philantrophy - The Power of Giving

Monday, October 7th 8:30am – 4:00pm, the Nantucket Inn.

Thanks to the vision and generosity of a CFN benefactor, we are able to offer our Island Nonprofit Executive Directors and Board members a day designed with your needs and interests in mind.

  •  Learn from experts in the field of Philanthropy
  •  Network with other Nantucket nonprofit leaders
  •  Gain the skills to strengthen your organization

$50 per person, nonrefundable. Includes continental breakfast, buffet lunch, and Resource Guide
To Register Visit : www.cfnan.org/nonprofit-leadership-conference/ or call 508-825-9993

This year’s Conference will feature Vikki Sprill as our Keynote Speaker.

Throughout her career, Vikki N. Spruill has worked to strengthen ocean conservation. As president and CEO of the New England Aquarium and its research and conservation institute, the Anderson Cabot Center for Ocean Life at the New England Aquarium, Ms. Spruill seeks to combine the convening power of the Aquarium’s 1.4 million annual visitors with cutting-edge scientific research and education to advocate for vital and vibrant oceans. She previously served as president and CEO of the Council on Foundations, the largest association of philanthropic grant-making organizations, and Ocean Conservancy, one of the nation’s foremost science-based advocacy organizations dedicated to the oceans. Ms. Spruill founded the Trash Free Seas Alliance, an industry collaborative that has produced seminal research on the impacts of plastic in the ocean, and helped found and currently serves on the board of COMPASS, which works to empower scientists to better engage in the public discourse on environmental issues. She was also the founding director of SeaWeb, an innovative initiative that worked at the intersection of policy, science, and communications in support of ocean conservation. Her research and leadership helped catalyze the sustainable seafood movement.

Meet The Experts Joining us at the 2019 Conference!

Nanette Fridman

Nanette Fridman is a strategist and coach for values-driven organizations and leaders. Her company, Fridman Strategies, is a multi-service consulting firm providing results for its varied nonprofit, foundation and corporate clients. The firm primarily focuses on strategy, governance, fundraising, leadership coaching, and talent development. Nanette works with clients across North America from small start-ups to large international organizations to advance their missions and maximize their impact.

Known for her good humor and high energy, Nanette is a regular keynote speaker, trainer and facilitator. She is the author of On Board: What Every Board Member Must Know about
Nonprofits & Board Service and of Holding the Gavel: What Nonprofit Board Leaders Need to
Know. She writes regularly about management and leadership.

Before founding Fridman Strategies, Nanette was a corporate attorney in Boston, MA and a national field director for an advocacy organization in Washington, DC. Originally from Rhode Island, Nanette earned her Juris Doctorate, cum laude, and a Masters in Public Policy from Georgetown University. She received her BA, summa cum laude, in political science from Tufts University and was elected to Phi Beta Kappa. Nanette also studied at the Hebrew University in Jerusalem. Nanette is honored to be a Harry S. Truman Scholar. Nanette is active in civic and political life in Newton, Massachusetts, where she lives with her husband and two children.

Sharna Goldseker

Sharna Goldseker is a speaker, writer, and consultant who engages multiple generations in the intersection of values and strategy to transform the ways in which they give. She is today’s leading expert on multigenerational and next generation philanthropy and—as a next gen donor herself—offers a trusted insider’s perspective. As executive director of 21/64, the nonprofit practice she founded to serve philanthropic and family enterprises, she offers retreats for next gen donors, trainings for professionals on multigenerational advising and next gen engagement, and has created the industry’s gold-standard tools helping families to define their values, collaborate, and govern. Sharna is a recipient of the J.J. Greenberg Memorial Award for extraordinary leadership and the RayLign Foundation Family Well-Being Award. She won the 2017 Family Wealth Report’s Award for Philanthropy Advice, was named one of 2016’s Women of Influence by New York Business Journal, and one of 2014’s Women to Watch by Jewish Women International. Sharna is coauthor of Generation Impact: How Next Gen Donors Are Revolutionizing Giving (Wiley, Oct 2017) and has written for Forbes, Philanthropy Impact, and other publications, and with her coauthor, Michael Moody, has been featured in the New York Times, Stanford Social Innovation Review, and The Huffington Post. She is married, with two children, and lives in New York City.

Barbara O'Reilly

Barbara O’Reilly has more than 25 years of annual fund, major gifts, and campaign fundraising experience at major non-profit organizations including Harvard University, the National Trust for Historic Preservation, Oxford University in England, and the American Red Cross. Her consulting firm, Windmill Hill Consulting, helps non-profit organizations of all sizes cut through the noise and develop a profitable fundraising strategy that focuses on the resources, skills and tactics they need to build more effective donor relationships and catapult their revenue. She serves as president-elect of the Association of Fundraising Professionals (AFP) DC Chapter, as a member of the Advisory Panel for Rogare, The Fundraising Think Tank, is a frequent presenter at the Foundation Center (DC), the Center for Nonprofit Advancement, Catalogue for Philanthropy, and on various webinars hosted by DonorSearch, Firespring, Network for Good, Bloomerang, Qgiv, Boardable, OneCause, and the Foundation Center. She’s a CFRE and AFP Master Trainer.

Ed Sluga

Ed Sluga, CFRE, is Co-Founder, President and Managing Consultant of PGgrowth Inc. Canada’s premier Planned Giving consulting firm. Ed is one of Canada’s most experienced Planned Giving professionals and is a noted innovator and thought leader in the sector. During his over 25 years of consulting Ed has helped hundreds of organizations develop and benefit from long-term, sustainable and proactive fundraising and Planned Giving programs. Focusing on organizational structures and operations so that they are positioned to experience success for the long-term, Ed’s chief motivation is helping organizations achieve the goals of their mission within their communities. Ed has an unmatched perspective on the development and Planned Giving approaches available to organizations.

Ed is the co-author of Worthy and Prepared along with Peter Barrow, host of the PGgrowth Planned Giving podcast, Professor with the Humber College (Toronto) Fundraising Management Program and a regular presenter of the AFP Fundraising Fundamentals Course.

Keynote and Workshop Descriptions:

Workshop #1: 

Are Big Foot and Major Gifts Mere Legends? Three Truths about Setting Up A Strong Individual Giving Program. Barbara O’Reilly, CFRE – Principal, Windmill Hill Consulting

Major gifts can often seem like Big Foot—there is a legend that they exist, other organizations seem to get large gifts, but there’s just not enough evidence that it’s real to you. According to Giving USA, individual donors comprise 75% of all philanthropy each and every year.  Rarely do donors make major gifts as first-time contributions or to organizations they’ve just gotten to know. If potential major donors are right under your noses, who are they? How do you learn who your donors are and which ones have the potential for greater investment in your work?

Join Barbara O’Reilly as she discusses:

·         What matters to donors and how that affects their giving decisions;

·         How to build an individual fundraising strategy that focuses on increasing donor retention;

·         Creating greater engagement with your current donors so they are inspired to increase their giving.

We will explore three core truths to help you shape a multi-channel individual donor engagement plan that attracts, inspires, and retains donors at all levels from Annual Fund supporters to mid-level donors and ultimately major gifts investors.

Workshop #2:

The Sky is the Limit!: building Planned Giving Capacity and Success in your Organization. Ed Sluga, CFRE, the President and Managing Consultant of PGgrowth Inc.

Join Ed Sluga as he outlines a strategic approach to building your planned giving program. This session will cover the fundamentals of Planned Giving, the creation of a program and the development of tactics to engage potential donors. The outcome of the presentation will be the understanding and necessary step-by-step process to allow your organization – no matter the size or mission – to create a pipeline of future gifts to financially support your goal to make your community a better place.

Workshop #3:

Beyond Soliciting: Effective Ways Board Members Can Help Raise Funds Without Asking for Money. Nanette Fridman, Fridman Strategies

Does your organization have trouble getting board members to help with fundraising? Are you or other board members anxious about asking others for money? Most nonprofits expect board members to help with fundraising; however, this doesn’t mean that board members have to solicit donations. Come learn the most effective ways that board members can successfully help with fund development that don’t include asking for money. Leave with ideas for how to engage board members in meaningful prospecting, cultivating and stewarding activities that advance your development efforts.

Workshop #4:

Next Generation Giving. Sharna Goldseker, Author, Non-Profit Business Leader, Next Gen Philanthropist

Serious, thoughtful and articulate, Sharna offers an insider’s perspective on the giving priorities of Gen Xers and Millennials.   Her discussion will illuminate the research findings detailed in Generation Impact, How Next Gen Donors Are Revolutionizing Giving, the book she co-authored with Michael Moody.  Sharna’s remarks will focus on how we can set the stage for discussions that bridge the philanthropic priorities of multi-generational families creating a unique opportunity for donors and nonprofit professionals to have candid conversations about the power dynamics between them, what motivates each of them, what serves their relationship, what gets in the way, and how they might work together.

Through Sharna’s research you’ll meet the next generation of big donors—the Gen X and Millennial philanthropists who will be the most significant donors ever and will shape our world in profound ways. And learn how to help them succeed in a world that needs smart, effective donors now more than ever. As “next gen donors” step into their philanthropic roles, they have not only unprecedented financial resources, but also big ideas for how to wield their financial power. They want to disrupt the traditional world of charitable giving, and they want to do so now, not after they retire to a life of philanthropic leisure. Sharna will pull back the curtain on these rising leaders offering both extensive firsthand accounts of how they’re becoming Generation Impact.

Register Here!