The FFE Knowledge Center provides members with resources, tools and information related to our programs and services. Scroll below to find post-event resources including presentations and handouts from Seminar, Summit and Advance. Resources are added as they become available after programs. You can also access a library of our continuing education webinar content on the Continuing Ed Webinar Page.

KEYNOTE SPEAKER PRESENTATIONS

2018 GIVING USA REPORT

Melissa Brown, Principal, Melissa S. Brown & Associates, LLC and Adjunct Faculty, Lilly School of Philanthropy
In her keynote session, Melissa will share groundbreaking 2017 research on key fundraising metrics, insight into important changes in donor preferences and habits, and leading intelligence.

IS YOUR LEADERSHIP AWAKE? GOVERNING WELL IN TODAY’S COMPLEX ENVIRONMENT

Deborah J. Daniels, J.D., Partner, Krieg DeVault LLP
In 2017, Deborah conducted an in-depth review of the policies and practices of USA Gymnastics, resulting in a comprehensive set of recommendations for significant change. This report, now widely referenced as the “Daniels Report,” has served as a blueprint for change in Olympic sport governance. Deborah’s vast experience with not-for-profit governance failures will provide a backdrop for her discussion of the obligations of non-profit boards and the perils of failing to live up to those obligations.

BREAKOUT SESSION PRESENTATIONS

ENGAGING YOUR BOARD IN FINANCIAL OVERSIGHT

Michelle “Micki” Siner, CPA, Shareholder; Lauren Kreutzinger, CPA; Lori Robertson, CPA, PrincipaL, VonLehman CPA & Advisory Firm
This presentation is part of the Nonprofit Finance & Accounting Track presented by Alliance Partner VonLehman CPA & Advisory Firm and explores: What is financial oversight?; What financial information does a board need to be successful? What is the role of the audit committee?

GRANT AND SCHOLARSHIP APPLICATIONS THAT WORK

Kate Morales, Program Specialist, Delta Gamma Foundation; Robert Davis, Founder and President, SmarterSelect
With hundreds, even thousands of applicants every year, and donors’ money on the line, the need for streamlined, efficient and easy-to-use applications is imperative. When looking to meet the needs of applicants, evaluators, donors and staff, fraternal foundations need a process that meets those needs. This presentation covers the ways to format applications to meet the values of your organization, the needs of your audiences, and ways to save time using the tools of SmarterSelect.

HOW TO BUILD A SUCCESSFUL PLANNED GIVING PROGRAM

Wesley Wicker, Principal and Partner, Columns Fundraising & Maggie Coons, Director of Planned Giving and Interim Executive Director, Kappa Kappa Gamma Foundation
Gifts from estates account for the majority of endowment and invested funds in fraternal foundations. In fact, our recent study shows the top five gifts to fraternal foundations equals 40 percent of those organizations’ investment portfolios. We believe all foundations may implement easier, effective and inexpensive practices to increase planned gifts from alumni. This presentation provides examples of materials and best practices from foundations and organizations that have demonstrated a successful, sustained planned giving effort.

HOW TO CARE FOR YOUR RESTRICTED FUNDS IN THE LONG TERM

Kitty L. deKieffer, Executive Director, Gamma Phi Beta Foundation & Lisa Lyman Gray, Director of Business Operations, Gamma Phi Beta Foundation
When we spend so much time as fundraisers cultivating and soliciting donors to provide our organizations with major restricted funds, we should honor their wishes by appropriately caring for these funds. This presentation teaches the agreements, properly accounting for the restricted funds, and ensuring that these funds will last in perpetuity.

HOW TO LEVERAGE DONOR ENGAGEMENT TO INCREASE GIVING & RETENTION

Jason Anhorn, Chief Operating Officer, Alpha Chi Rho Educational Foundation; Jennifer Pendleton, CFRE, Vice President, Aly Sterling Philanthropy
In addition to making donors feel “in the know,” intentional donor engagement and communication can raise more money. The Alpha Chi Rho Educational Foundation grew its donor base by 41 percent and increased giving by 25 percent in 2016-17. This presentation provides a look at what was learned to continue this trend through effective donor retention.

HOW TO RAISE $1 MILLION UNRESTRICTED: AN UPDATE

Larry Wiese, Executive Director, Kappa Alpha Order Fraternity and Educational Foundation & Erik Tomalis, Managing Partner and Tony Smercina, Managing Partner, Primeridia
We all know raising unrestricted dollars is a challenge. A few years ago, KA set a goal to reach 1,000 annual donors giving at least $1,000 per year to their 1899 Society. They’re on pace to hit 1,000 and will share their successes, experiences, challenges and strategies!

INTER-ORGANIZATIONAL COLLABORATION TO MAXIMIZE POTENTIAL

Heather Moore, Counsel & Jane Dall Wilson, Partner, Faegre Baker Daniels LLP
It can be challenging to discern how a fraternal foundation can and should relate to its affiliated 501(c) (7). While it is advisable to maintain certain formalities between the Code section 501(c)(3) organizations and the affiliated Code Section (c)(7) organization for federal tax exemption purposes and from a corporate governance perspective, it is also important to consider how the two organizations can effectively and permissibly collaborate to maximize the potential of both organizations. This session by Alliance Partner Faegre Baker Daniels provides a brief primer of the differences between 501(c) (3) and 501(c)(7) organizations and why those distinctions matter, as well as concrete ways in which 501(c)(3) and 501(c)(7) organizations may collaborate.

INTERSECTION OF COMMUNICATION, FUNDRAISING & STEWARDSHIP: FOUNDATION SUCCESS

Allison Foster, Advancement Officer & Madeline Plesac, Associate Director of Advancement, Alpha Chi Omega Foundation
The problem we seek to solve as fundraisers and foundations is gaining buy-in from donors on the programs provided to the members of our organizations. Collaboration with program staff is essential in developing resources to share with donors for major gift proposals and stewardship. This presentation provides tips on gathering information, formatting proposals and cultivating strong relationships with program staff. Additionally, it demonstrates how to utilize specialized giving days to enhance strategies for stewardship.

IS YOUR FOUNDATION ACTUALLY ADVANCING YOUR MISSION?

Kate Morales, Program Specialist, Delta Gamma Foundation
Whether led by the foundation or fraternity, all of our organizations have a mission—but how do you know if your programs and efforts are truly working to advance it? All of our programs should have a reason for existing. Ask yourself, “Are these programs helping us to achieve our desired goals or setting us back?” This presentation provides tangible ways to assess your program and fundraising efforts to measure your mission impact.

IT’S NOT YOUR IMAGINATION: SIX-FIGURE FUNDRAISING IN ONE DAY

Sarah Cone, Director of Development Operations, Alpha Delta Pi Foundation & Emily Lowry Millhiser, Foundation Operations Director, Sigma Phi Epsilon
Giving days have become the latest buzz in fundraising, from MIT’s $3.4 million fundraiser on Pi Day (March 14) to #GivingTuesday each November. Both SigEp and ADPi joined the movement in 2016 with their inaugural giving days and followed with even more success in year two. In this presentation, Emily and Sarah will share the lessons their organizations have learned while raising more than $1 million combined to help inspire your success for your first—or next—day of giving. Topics include: Recruiting and deploying your ambassadors; Leveraging matching and challenge gifts; Engaging your volunteers for success; Making the most of chapter support; Online platform vs DIY.

MAKING SENSE OF FASB’S NEW NONPROFIT REPORTING STANDARDS

Michelle “Micki” Siner, CPA, Shareholder; Lauren Kreutzinger, CPA; & Lori Robertson, CPA, Principal, VonLehman CPA & Advisory Firm
This session is part of the Nonprofit Finance & Accounting Track presented by Alliance Partner VonLehman CPA & Advisory Firm and explores applying FASB ASU 2016-14: Presentation of financial statements of change to nonprofit entities and the new/proposed standards.

MANAGING THE GAP: MEETING GEN XERS AND MILLENNIALS WHERE THEY ARE

Melissa Brown, Principal, Melissa S. Brown & Associates, LLC and Adjunct Faculty, Lilly School of Philanthropy
Long-term trends in giving are changing with Gen X and Millennials showing different priorities and values than their parents and grandparents. New giving vehicles and increased philanthropic opportunities challenge organizations and donors alike. How can your organization use data and trend information to plan and respond in this period of change? This presentation helps us examine current research about trends in giving and apply it for our organizations to help us raise more money for the causes we serve.

NONPROFIT FINANCE 101

Michelle “Micki” Siner, CPA, Shareholder; Lauren Kreutzinger, CPA; & Lori Robertson, CPA, Principal, VonLehman CPA & Advisory Firm
This presentation is part of the Nonprofit Finance & Accounting Track presented by Alliance Partner VonLehman CPA & Advisory Firm and explores: Do you know how to read financial statements?; Form 990: What the watchdogs are watching; Your nonprofit is only as strong as its bookkeeper; Cash flow projections and budgeting; Internal controls; How to proceed when fraud is suspected; Audit coming? How to prepare.

PRACTICAL TIPS FOR DEVELOPMENT OFFICERS

Nathan Wight, Chief Advancement Officer, Delta Sigma Phi & Tony Smercina, Managing Partner, Primeridia
This presentation focuses on providing fundraisers with practical tips for the most important areas of the job: prioritizing prospects, securing and preparing for the visit, conducting the visit and appropriate follow-up. Each section includes best practices, as well as how to be effective with your time on the road and in the office.

SISTERHOOD NEVER STOPS: CHI OMEGA FOUNDATION’S NOTES FROM AN HISTORIC CAMPAIGN

Sally Kimball, Executive Vice President; Lisa Benge, Co-Director of Development Operations; & Rebecca Dark Stine, Co-Director of Development Operations, Chi Omega Foundation
The Chi Omega Foundation’s Sisterhood Never Stops Campaign was the largest completed in women’s fraternal history, spanning four years and surpassing its $20 million goal with $27.2 million. From its May 2012 launch to its December 2016 conclusion, 22,920 donors of all ages from 50 states and around the globe raised these landmark funds to educate Chi Omega women and preserve the Sisterhood for future generations. This presentation shares the notes from this landmark campaign, including initiating a “quiet phase,” launching a comprehensive campaign, working with an agency to draft a narrative, using challenges led by alumnae to engage targeted groups, and providing status reports and donor impact results.

THE TAX GUY WHO BECAME THE PSYCHOLOGY GUY

Peter Ticconi, Senior Consultant and Planned Giving Coach & Scott Sikes, Principal & Partner, Columns Fundraising
For the experienced professional, this presentation by Alliance Partner Columns Fundraising better prepares you to meet donors/prospects and provide example phrases/practices in asking questions to help them determine their legacy strategy and how to arrange a charitable legacy. For those new to major gifts/planned giving, this presentation better prepares you for relationship-building with donors/prospects and to focus on what’s most important—listening to donors rather than selling them an idea.

21ST CENTURY DIGITAL BROTHERHOOD AND SISTERHOOD

Brian Gawor, Ruffalo Noel Levitz
Your members are spending their time—and making donations—online. New digital tactics to engage donors are changing how we raise money. This session provided an overview of key tactics to increase engagement, like targeted digital advertising, retargeting, geo-location and crowdfunding, and how to use them effectively.

ALIGNING FOR SUCCESS: THE JOURNEY TO ONE TRI DELTA

Stacey Cox, Tori Campbell, Ginger Smith and Carol Helmus, Delta Delta Delta Foundation
Recognizing the need to take a member-centric approach to business, Tri Delta’s separate entities set out on a journey to engage members and donors in One Tri Delta, rooted in the organization’s Purpose, ideals and shared values. Tri Delta foundation staff and volunteers share their story of success through alignment, including the obstacles and challenges, the difficult decisions, and most importantly, the rewards that come with increased member and donor engagement. This handout is also part of the resources from this presentation.

ARE YOU PREPARED FOR CHANGES IN FINANCIAL REPORTING?

Micki Siner and Lori Robertson, VonLehman & Co., Inc.
The Financial Accounting Standards Board (FASB) has not updated its financial reporting requirements for nonprofits since 1993. This is about to change with the issuance of FASB ASU 2016-14, Presentation of Financial Statements of Not-For-Profit Entities. In an attempt to help nonprofits “tell their story” and provide more relevant information about organization resources and changes in those resources, the FASB has issued this new standard effective for fiscal years beginning after Dec. 15, 2017, with earlier adoption permitted. This presentation reviews the changes, discusses how they affect your organization and covers steps to stay in compliance.

A WIN-WIN-WIN: INVESTING FOUNDATION RESOURCES IN CHAPTER HOUSING LOANS

Allison Rickels and Jim Tobin, The FarmHouse Foundation & John Christopher, Fraternal Law Partners
When housing grants for educational needs of chapter housing aren’t enough to build or renovate a chapter house, local housing associations may need financial assistance. Many times they seek a local bank’s help, and the FarmHouse Foundation wanted to be the resource for these needs with the Chapter Housing Loan Program. With this presentation, you’ll learn how one foundation took a dormant program to the next level, involved donors in the process and is now making significant investments in chapter housing.

CHAPTER AND DIRECTED GIVING: WHAT WE’VE LEARNED AND ARE LEARNING

Ben Nicol, Phi Kappa Psi Foundation & Kim Jones, Willow Marketing
New data is changing the way donors align with brands and organizations. We know that for many of our members, their strongest connection to our organization and what matters to them is their local chapter experience or a specific program, and being able to make a gift that will directly impact those areas. As follow-up to Seminar 2016’s popular session on embracing chapter giving, this presentation takes you through what’s worked, what hasn’t and areas for continued improvement.

COMMUNICATING AN INSPIRING MESSAGE IN THE MIDST OF A CRISIS

Heather Moore, Jane Wilson and Nick Weber, Faegre Baker Daniels
Whether it’s member discipline, a chapter dispute, campus safety, or any number of situations, a crisis can emerge from anywhere. While many crises have legal considerations, they often require an array of additional decision points that require rapid collaboration among disparate decision-makers. In this session, the team from Faegre Baker Daniels discussed how fraternities and foundations can integrate effective legal counsel with a practical, sensitive approach to the legal and non-legal issues that accompany a crisis.

CREATING A CULTURE OF PHILANTHROPY THROUGH YOUR CAPITAL CAMPAIGN

Elizabeth Knuppel, Skystone Partners & Alicia Favata, Delta Zeta Foundation
What is the fastest and most exciting yet inexpensive way to raise money? When done well, a capital campaign is the most certain path to build an organizational culture of philanthropy and create sustainable revenue to achieve your vision. Learn strategies and tactics to raise giving and activity among board members, enhance your profile among alumni/ae and raise substantially more money in considerably less time.

DO-IT-YOURSELF ANNUAL FUND ASSESSMENT

Donald Souhrada, Greek Giving
Looking for answers to weaknesses in your fundraising program? The answer is in your data. This session provided a simple tool for evaluating data to find the strengths and weaknesses of a fundraising program. Two case studies where this tool was applied analyzed how using data improves fundraising success.

ENCOURAGING REPEAT PERFORMANCES: THE IMPORTANCE OF STEWARDSHIP AND REPORTING

Allison Rickels, THE FarmHouse Foundation
By definition, stewardship means “the careful and responsible management of something entrusted to one’s care.” When donors invest their hard-earned money into your organization, they trust you will not only take care of their gift but that you will also appropriately thank them and show them the impact of their investment. This presentation looks at the importance of reporting in the stewardship process and how to mathematically measure your impact, fundraising results and expenses. It also explores why having a comprehensive stewardship program is the most essential part of fundraising.

FOR NOW, FOREVER: A CAMPAIGN FOR “GREATEST NEED”

Marsha Grady, Alpha Chi Omega Foundation & Cheri O’Neill, Ball State University Foundation
“You can’t do a capital campaign for programming!” “Our last campaign only raised $1 million—and barely made that! How on earth can we raise $7 million?” “Are we really ready to do a capital campaign?” These were among the objections and challenges raised by leaders and staff (and donors) of the Alpha Chi Omega Foundation as they prepared to launch a comprehensive campaign to fund current and future educational programming initiatives. This session covered learning moments from what they got right, where they missed the mark and what will enable greater campaign success in the future.

GOVERNMENT RELATIONS: WHAT WE ALL NEED TO KNOW AND DO FOR THE FUTURE OF FRATERNITIES AND SORORITIES

Julie Burkhard, North-American Interfraternity Conference
The importance of the fraternity and sorority community’s involvement in government relations and advocacy cannot be overstated. Students, volunteers, national officers and headquarters staff must become educated and aware of the issues that currently challenge the experience and our relationship with higher education. In this session, Julie Burkhard, NIC Chief Legislative Officer, reviewed the NIC’s approach to government relations, the six legislative priorities the NIC has established and action steps that everyone can take to help ensure the success and existence of fraternities and sororities.

HOW TO ROCK YOUR ONE-MAN-BAND

Jason Anhorn and Gary DelPiano, Alpha Chi Rho Educational Foundation & Jennifer Pendleton, Aly Sterling Philanthropy
For small staffs, it’s crucial to build your band of brothers and sisters. Developing a Board strategic plan, training and leveraging alumni volunteers and outsourcing marketing and communication has been the key to success for the one-man band at the Alpha Chi Rho Educational Foundation. See how the current Foundation President and staff member took calculated financial risks and the lessons learned along the way.

I JUST CALLED TO SAY I LOVE YOU: PRACTICAL AND INSPIRING OPPORTUNITIES FOR MEANINGFUL BOARD ENGAGEMENT

Anji Roe Wood, Phi Mu Foundation
Your foundation volunteers have probably participated in training sessions to solicit gifts. How are they at building and cultivating long-term relationships with donors? Members who only hear from organizations with donation requests are more likely to disengage, and stewarding current donors for retention is more affordable than finding new ones. This session examined how you can develop a volunteer stewardship effort that includes simple, highly relational strategies any volunteer can manage, and how to streamline recording thoughtful touch points in one place.

INFLUENCE WITHOUT AUTHORITY: MOVING DONORS AND COLLEAGUES INTO POSITIVE ACTION

Starla West, Starla West International
Leadership has little to do with seniority or hierarchical position. Rather, it is social influence that maximizes the efforts of others toward a shared goal. As organizations get less hierarchical, they’re relying more and more on leaders with Executive Presence—those who can positively influence others to align their actions with your goals. In this session, Executive Coach Starla West explained how to connect, build rapport and communicate to command attention, establish trust and evoke response.

INSPIRING DONOR LOYALTY

Dr. Adrian Sargent
This session explored why retention is an issue for the nonprofit sector and reviewed current patterns of performance. Dr. Sargent outlined the difference strategy and approach based on “donor lifetime value” can offer, what the term means, how to calculate it and how to implement change. He also outlined the three big drivers of donor loyalty—satisfaction, commitment and trust—and explained how they’re measured and enhanced.

INVESTMENTS 101: HOW TO RESPOND TO INVESTMENT-RELATED QUESTIONS FROM DONORS AND THE ABC’S OF PLANNED GIVING

Sean Brady and Meghan Pietrantonio, SunTrust Foundations and Endowments Specialty Practice & Jennifer Webb, Alpha Delta Pi Foundation
Explaining your endowment can be a challenge for development professionals who are not actively involved in the decision-making process. This presentation will help you respond to common investment-related questions you receive from donors about their endowment gift.

LESSONS LEARNED FROM BUILDING A RECURRING GIFT PROGRAM

Ryan King and Matt Brawner, Beta Theta Pi Foundation
Recurring gift programs are a hot topic in the fundraising world because of their potential to increase donor engagement and retention. In 2015, as Beta Theta Pi staff faced a falling retention rate and struggled to engage young alumni, the Beta Theta Pi Foundation decided to launch a recurring gift program—the Auto-Kai Club—that resulted in many lessons learned in just two years. In this presentation you will learn about the successes and challenges of the Auto-Kai Club and discuss key factors for building and maintaining a solid recurring gift program in the fraternal industry.

THE SOCIAL PSYCHOLOGY OF GIVING

Dr. Adrian Sargent
This presentation explores results of research on relationship fundraising that examines how people form relationships with friends and family and how nonprofits can learn to build more meaningful relationships with supporters.

STAFFING FOR PHILANTHROPIC SUCCESS

Jennifer Pendleton, Aly Sterling Philanthropy
Fundraising success depends on having a consistent, strategic leader. Unfortunately, fundraising staff turnover averages between 15-16 months. Many professionals report that they leave because they’re feeling unsupported, unprepared and under-resourced. For fraternal foundations, add in the travel expectations along with evening and weekend job expectations. This presentation discusses key strategies that can be used to attract and retain talented fundraisers.

STARTING FROM SCRATCH: RECONSTRUCTION OF A VALUES-BASED SCHOLARSHIP APPLICATION

Leslie Martin and Kate Morales, Delta Gamma Foundation & Robert Davis, SmarterSelect
With hundreds, even thousands, of applicants every year and donors’ money on the line, the need for a streamlined and improved merit-based scholarship and fellowship application process emerged for Delta Gamma. The Delta Gamma Foundation brought a diverse committee together to assess current and future needs, resulting in a complete reconstruction of their applications using SmarterSelect. This presentation explores the process of dismantling an application that had been in place for decades and thoughtfully reevaluating what “merit-based” means.

TURNING DATA INTO DOLLARS

Brandi Barber and Elizabeth Wojcik, Computer Systems Innovations
Foundations often struggle to collect the right data, maintain it over time and use it to drive donations. This session discussed questions to ask members and donors, from personal interests to giving preferences, and how to use responses to increase giving. Presenters also spoke about identifying and tracking donors through solicitation and cultivation.

(Formerly Institute for Greek Advancement)

ALUMNI ENGAGEMENT

PowerPoint presentation by Brian Breittholz, Assistant Vice President for Alumni Affairs and Executive Director at Cleveland State University Alumni Association

ENGAGING THROUGH COMMUNICATION

PowerPoint presentation by Brian Breittholz

ASKING STRATEGIC QUESTIONS

Handout by Jeremy Galvin, Vice President for Development at the Iowa State University Foundation

DEVELOPMENT OFFICER FUNDRAISING SKILLS TRAINING

Handout by Jeremy Galvin

DIRECTOR OF DEVELOPMENT METRICS

Handout by Jeremy Galvin

MAJOR GIFTS FUNDRAISING

Handout by Jeremy Galvin

OPEN FORUM RESOURCE DOCUMENT

(Formerly Institute for Greek Advancement)

EXECUTIVE FUNDRAISING

Rodney P. Kirsch, Senior Vice President Emeritus for Development and Alumni Relations, The Pennsylvania State University
In this presentation, Rodney Kirsch outlines the importance of successful fundraising in performance and tenure as Chief Executive Officer. Key topics include preparing for a successful campaign, understanding donor motivations, managing a major gifts program, and leading and fundraising through times of adversity.

(Formerly Greek Retreat)

The 2018 program gathered professionals from fraternal foundations for a weekend to focus on the direct mail, digital marketing and stewardship components of annual giving. Sessions were “tracked” with 101 and 201 levels for each attendee to receive targeted material and education at their appropriate experience level in each area. This year’s program also featured a Pre-Con Annual Giving Orientation and a Mini Campaigns breakout covering several topics. Find the workbook for the program at the bottom of the resource list.

PRE-CONFERENCE SESSION

Annual Giving Orientation

OPENING GENERAL SESSION

Fundraising is a Noble Profession

DIRECT MAIL BREAKOUT SESSIONS

101 – How to Execute A Direct Mail Effort Successfully
Laura Vechiarella, Gabriel Group
201 – Dive Deep into Direct Mail Writing and Design
Tyler Wash, Delta Sigma Pi Leadership Foundation & Michele King, Shelle Design

DIGITAL MARKETING BREAKOUT SESSIONS

101 – Basics of Digital Donor Fundraising
Brian Gawor, Ruffalo Noel Levitz
201 – Crowdfunding, Analytics & Automation Tools
Phil Aiello, Sigma Alpha Epsilon Fraternity

STEWARDSHIP BREAKOUT SESSIONS

101 – Break Down Stewardship Strategy at Every Level
Michelle Soucy & Emily Garrott, IUPUI
201 – The Importance of Impact Statements
Kitty L. deKieffer, Gamma Phi Beta Foundation

MINI CAMPAIGNS BREAKOUT SESSIONS

Days of Giving
Donor Events
Giving Societies

CLOSING GENERAL SESSION

Greek Retreat Wrap-Up

PROGRAM WORKBOOK

(Formerly Greek Retreat)

PANEL: COORDINATING FUNDRAISING BETWEEN CHAPTERS AND THE FOUNDATION

Learn the key elements involved in successfully coordinating fundraising between chapters and the Foundation. Panelists discussed how chapter fundraising impacts their Foundations and lessons learned. They also shared opportunities they’ve discovered for donors to designate gifts to a specific chapter and ways to demonstrate to members that gifts will directly impact students at the chapter level.

PANEL: IMPROVING DONOR ACQUISITION AND RETENTION

This panel featured annual giving donor acquisition and retention strategies from professionals outside our fraternal foundation community. Learn how acquisition and retention efforts must work together with a focus on first-time and second-time donor renewal and gain a wealth of ideas to support your work.

ROUNDTABLE: DIRECT MAIL CAMPAIGNS

Michele King, Shelle Design and Tyler Wash, Phi Kappa Tau Foundation
Presenters invited discussion on industry trends and best practices in this critical area of foundation operations. This roundtable session highlighted findings from our inaugural direct mail critiques and was intended for all Greek Retreat attendees, not just those who participated in the critique process.

DESIGN FOR ANNUAL FUND CAMPAIGNS

Michele King, Shelle Design
You have spent hours crafting the perfect appeal message and strategizing the ask variables, and now have a blank page staring you in the face. How do you connect the dots from message to design? Michele King, President of Shelle Design, took a closer look with Greek Retreat attendees at design best practices for annual fund direct mail packages. This brief, collaborative session focused on real-world examples from the direct mail critique submissions.

PANEL: MAXIMIZING THE EFFECTIVENESS OF COMMUNICATIONS VEHICLES

Panelists discussed how they provide marketing/communications support across all entities of their organizations, the lessons learned from managing multiple communication vehicles across these entities, and how they include program impact stories and chapter information in organization communications.

ROUNDTABLE: STEWARDSHIP BEST PRACTICES

Allison Rickels, The FarmHouse Foundation
Stewardship is the most important and fun part of our work to engage and retain donors. This session explored stewardship best practices, shared creative and innovative ideas, and discussed what our organizations are doing to encourage repeat performances by our donors.

ESTABLISHING YOUR VOICE FROM WITHIN

Wilson Wong, Plaid
Staff at all levels have a significant impact on the future and direction of their organizations. This interactive workshop assisted attendees in finding a voice consistent with one’s personality and learning how to have the greatest possible impact without “stepping on toes.” Through the use of personality assessment, Plaid explores greatest strengths and possible barriers to asserting a voice within your organization, so you can contribute to positive organizational growth and your own personal development.