SUMMIT AGENDAClick here for PDF version
Badges/Coffee/Breakfast: 9:00 AM -9:30 AM
MORNING TRACKS: 9:30 AM -12:45 PM
Sponsor Comments: 9:30 AM -9:45 AM
Risk and Reward: Demystifying Real Estate 9:45 AM -10:45 AMDavid Schein, New York University
With the ever-expanding urban footprint, and the need to build bigger, better, and more modern, opportunistic groups emerge willing to take huge risks to make their fortunes in real estate development. How, exactly, do real estate developers make money? Does a news story reporting on an eight-figure real estate deal mean the developers jump to the top of a prospect list? We will look at different types of real estate development and investments, and examine basic models on how large real estate projects get off the ground floor (pun completely intended!). We will also investigate how to identify signs of real wealth and avoid surface-level, large dollar-figure distractions.
Prospecting for Gold: Automating Proactive Discovery 10:45 AM -11:30 AM
Danny Feygin, New York University
The demand for “new blood” in the prospect pipeline is universal across organizations of all sizes. Fundraisers’ appetite for new names keeps their portfolios fresh and revs up the fundraising cycle. However, the burden of finding viable leads often falls on the shoulders of the already-overworked researcher. We will discuss the strategy behind effective tools and methods of automating prospect identification. The learning goals of this presentation are understanding the importance of creating and maintaining alerts, learning and applying new techniques or alerts services, and staying proactive in a reactive environment.
Sponsor Comments: 11:30 AM - 11:45 AM
Build A Better Profile 11:45 AM -12:30 PM
Estee Pierce, New York University
You’ve done the research, so now what? Written communication dates back millennia, so why is it so hard to get our point across sometimes? In today’s tech-savvy era of dynamic reporting and information overload, the value of cogent prose cannot be overstated. A concise, strategic profile will drive the development engine from ground zero to major gift; an overly broad or jargon-laden profile can result in millions of dollars in missed opportunities. You already have the tools and understand the data, so come ready to learn some crucial tips to craft effective and engaging profiles that will spur your fundraisers to action.
Sponsor Comments: 9:30 AM - 9:45 AM
Sponsor comments: 11:15 AM - 11:30 AM
Envisioning Change: Transforming Prospect Development Offices 9:45 AM - 11:15 AM
Sharon Parkinson, Vassar CollegeTremendous changes have taken place within prospect development over the past few years, requiring prospect research professionals to re-evaluate how we are heard, seen and experienced as professionals within the field of fundraising. In this interactive session, we will work through the process of rebranding your prospect research office into one that addresses the changing nature of the profession and reflects your personal values and ways of working with others in your organization for the benefit of donors and constituents.
The Leadership Challenge: Empowering and Inspiring Excellence 11:30 AM -12:45 PM
Elizabeth Crabtree, Crabtree Lane & Associates
Designed to help managers achieve their greatest potential by honing effective leadership and team management skills, this program will examine proven management practices, positive leadership models, and practical real-world advice for building and leading teams to excellence. Sample strategic planning, creative thinking, team building and goal-setting exercises will be demonstrated. Participants will be encouraged to interact and share best practices of their own.
LUNCH: 12:45 PM -1:45 PM
Sponsor Comments: 2:00 PM - 2:15PM
PLENARY PANEL: The Age of Endangered Causes 2:00 PM -3:00 PM
As we enter a new era of American politics, many groups are anxious about the future of the philanthropy sector. Civil and reproductive rights, environmental defense, scientific research, and the arts all face uncertainty. They also may have greater opportunities to mobilize support. This panel will bring perspectives from a variety of causes and organizations in New York to discuss their views going forward.
KEYNOTE: Larissa MacFarquhar 3:15 PM -4:00 PM
Our keynote speaker for the Summit is New Yorker staff writer Larissa MacFarquhar, reading from her critically acclaimed Strangers Drowning: Grappling with Impossible Idealism, Drastic Choices, and the Overpowering Urge to Help (Penguin Press, 2015). Ms. MacFarquhar has been a staff writer at The New Yorker since 1998. Her subjects have included Barack Obama, Darren Walker, and Noam Chomsky, among many others. Ms. MacFarquhar will be available to sign books during the vendor cocktail hour.
iWave Cocktail Reception 4:00 PM - 5:00 PM
We will conclude the day with a networking cocktail featuring cutting-edge vendors in a festive reception overlooking Washington Square Park.
Special thanks to our sponsors, whom you can visit at our vendor cocktail hour following the summit: