Luncheon – Fundraising in a Changed Media World: Trends and Tips for Annual Appeals and More!

In an interactive Question and Answer session, our Panel of Experts will share insights, trends, creative, and money-saving tips just in time for planning this year’s Annual Appeal or major events.  You will gain insight on how you can optimize your fund raising efforts with strategically integrated social, web, e, mobile, direct mail and events based marketing communications.

Learn the evolutions in media formats and new advancements that impact both digital and traditional media as they relate to changes in donor communications behaviors. Leverage this information for new opportunities such as increased donor conversions, lowered costs per donor acquisition, better rapport and intimacy with your donor base, and improved tracking of the effectiveness of your communications investments.

Bottom Line Lesson:

Applying old communications tactics in a new media age doesn’t work!  To thrive, organizations must evolve and adapt with new strategies that reflect changes in media options, donor behavior and other logistical opportunities that exist today.

What else is new? The “Sharing Table”

All luncheon attendees are invited to bring samples of your recent annual appeal mailings (or annual reports, event invitations, membership drive or other mailings) to share with the group on the “sharing table.”  Attendees are encouraged to see what others are doing and hopefully become inspired by new ideas. Panelists will answer questions regarding the displayed pieces or other vehicles that organizations can create.


Our Panel

Moderator:  Peter Saverine, Director of Philanthropy, STAR, Inc.

Panel:

 

Anne Chiapetta
Principal, PCI Creative Group

      

            

Nils Morgan
Strategic Account Manager, MSP Digital

 

 

 

 

Meghan Rickard
Account Representative, Compumail


Our Luncheon Sponsor

Who We Are

Since 1995, we have helped leading nonprofits across the United States and Canada remove their biggest planned giving obstacles and double the results of their planned giving efforts with limited time and money. We listen to nonprofits—and their donors—and take what we hear to continually perfect the planned giving bridge between nonprofits and their donors. The result is the most cost effective, time efficient planned giving presentation system—donor motivation “in a box.”

Through The Donor Motivation Program® and The Donor Motivation Professionals of North America, a network of trained professionals, we have helped North American charities “motivate planned giving!” Tens of thousands of donors have engaged in our Donor Presentation Experience and rated it either “one of the finest” or “absolutely the best” of its type.  Why?  It “speaks donor!”

Donald S. Harmelin

Executive Director
84 West Park Place, Stamford, CT 06901

 Don@donormotivation-ct.com
203.352.2940


Reservations:

ANNOUNCING!  NEW, Special “Guest of Member” Pricing Option ! 

A NEW BENEFIT for all AFP-Fairfield County Chapter Members for a limited trial basis.
We encourage you to invite a guest and prospective member
to AFP luncheons at a special rate of $35.

*Reservations must be made online by the member. Limit one per member at this special rate per event. Member must attend the event. Walk-in guests will not qualify for special rate. 

=======================================

The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold its monthly educational program on Thursday, June 4, 2015 from 12 noon – 1:30 p.m. at The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk, CT. Registration/networking opens at 11:30 a.m., and the buffet opens/meeting starts promptly at 12 noon.

Payment is appreciated in advance
Anyone who has made a reservation and cannot attend the luncheon must cancel by 3 pm on the Wednesday preceding the luncheon. If no cancellation has been received, there will be no refund or carry over of the luncheon fee. If pre-payment has not been made and no cancellation has been received by 3 pm on Wednesday, that person will be billed for the amount due for the luncheon.

CFRE Credits:

You earn 1.5 CFRE credits toward certification for each Luncheon Meeting you attend. For more information about CFRE certification, please visit: http://www.afpnet.org/Professional/CertificationList.cfm?navItemNumber=554


We thank the following 2015 Sponsors

for making our Programs available:

January 8, 2015 Luncheon

For wealthy individuals and families with complex wealth management needs, U.S. Trust offers innovative and customized financial solutions to help meet unique lifestyle, family, business and philanthropic goals.

A coordinated team backed by more than 200 years of experience and the resources of one of the world’s largest financial institutions works with each client to understand and address their needs.

Mark A. DeCruccio
Senior Vice President-Private Client Advisor
U.S. Trust, Bank of America Private Wealth Management
1 Gorham Island, Suite 202, Westport, CT 06880
203-341-3213
mark.decruccio@ustrust.com

February 5, 2015 Luncheon

For more than a quarter century, StaleyRobeson has provided professional fund-raising counsel and guidance to hundreds of not-for-profits. Our clients include  independent schools,  colleges and universitiesmedical centers and hospitals, libraries, human service agencies, and character-building organizations.

Regardless of your organization’s size, constituency or circumstance, StaleyRobeson’s professionals are prepared by training and experience to respond to the unique challenges of the not-for-profit community.

www.staleyrobeson.com
uwin@staleyrobeson.com
800-659-7247


March 12, 2015 Luncheon

Craig Rosenberg, CRPC, CDFA
S & R Associates
First Vice President-Wealth Management, Senior Financial Advisor
Portfolio Manager, PIA Program

 Merrill Lynch
1499 Post Road, 2nd Floor
Fairfield, CT 06824
T 203.254.6987      T 866.797.9289      F 203.648.4754
Craig_rosenberg@ml.com


April 2, 2015 Breakfast

BlumShapiro is the largest regional accounting, tax and business consulting firm based in New England with offices in Connecticut, Massachusetts and Rhode Island. We have grown to over 400 accounting, consulting and administrative professionals, making us one of the top 60 largest accounting firms in the U.S.

Drawing upon our breadth and depth of experience in our primary service areas — privately held businesses, non-profit organizations and government entities–we strategically tailor and consistently deliver tested solutions for unlocking the full potential of your organization. Our highly valued team members bring their diverse backgrounds and strengths to the table resulting in you receiving a true blend of national firm experience and local firm delivery. We offer a wide range of services under one roof, including audit, tax and business consulting. Our team shares a common passion:  a personal commitment to each client’s success as well as to the communities in which we live and work.

Lori M. Budnick, Partner
29 South Main Street, West Hartford, CT 06107
PH: 860-561-6828
lbudnick@blumshapiro.com
www.blumshapiro.com


May 7, 2015 Luncheon

Dylewsky, Goldberg & Brenner, LLC was founded approximately twenty years ago by certified public accountants committed to providing the highest quality services to not-for-profit organizations, individual taxpayers, business owners and their businesses. We believe that attentive, personal service is the basis for a successful accountant-client relationship. We view this professional bond as an ongoing commitment to our clients’ financial, management, and tax matters – not merely an examination of data. Our dedicated staff of qualified professionals is committed to providing you with diverse services and benefits.

Our experience with not-for-profit organizations is extensive and up-to-date as it is a significant practice area for our firm.

For more information, please contact Scott M. Brenner, CPA at 203-975-8830 or sbrenner@dgbcpas.com.


June 4, 2015 Luncheon

Who We Are

Since 1995, we have helped leading nonprofits across the United States and Canada remove their biggest planned giving obstacles and double the results of their planned giving efforts with limited time and money. We listen to nonprofits—and their donors—and take what we hear to continually perfect the planned giving bridge between nonprofits and their donors. The result is the most cost effective, time efficient planned giving presentation system—donor motivation “in a box.”

Through The Donor Motivation Program® and The Donor Motivation Professionals of North America, a network of trained professionals, we have helped North American charities “motivate planned giving!” Tens of thousands of donors have engaged in our Donor Presentation Experience and rated it either “one of the finest” or “absolutely the best” of its type.  Why?  It “speaks donor!”

Donald S. Harmelin

Executive Director
84 West Park Place, Stamford, CT 06901

 Don@donormotivation-ct.com
203.352.2940


September 3, 2015 Luncheon

As a nonprofit organization or philanthropic individual, you serve your community and the causes that are important to you with care and compassion, and seek to make a positive difference in the lives of others.

At Wells Fargo, we are dedicated to helping nonprofit organizations, individuals and families achieve their strategic charitable goals and missions. By working together to understand your unique needs, we can provide innovative solutions to help meet your objectives and help bring your charitable vision to life.

To learn more about how Wells Fargo Philanthropic Services can help serve the needs of your nonprofit organization or meet your individual charitable goals, please contact:

Wendy Miller
Vice President – Philanthropic Specialist
Wells Fargo
90 State House Square, 11th Floor
Hartford, CT  06103
860.692.7202
wendy.miller@wellsfargo.com


October 1, 2015 Breakfast

Day Pitney LLP is a full-service law firm with close to 300 attorneys throughout Boston, Connecticut, New Jersey, New York, and Washington, DC. With one of the largest and most sophisticated individual clients practices in the country, the firm has extensive experience advising individuals and their families, and helping fiduciaries and tax-exempt entities plan for the future. The firm also offers clients strong corporate and litigation practices, with experience on behalf of large national and international corporations, as well as emerging- and middle-market companies.

Day Pitney lawyers routinely represent charitable organizations, business and industry associations, schools, hospitals, museums and private foundations. These entities are subject to unique tax and regulatory requirements that necessitate experienced counsel. In addition to providing tax and regulatory advice, our lawyers often act as general counsel to these organizations, advising them on contractual matters, governance, mergers, acquisitions and affiliations, employment matters, governmental regulation, environmental issues, and real estate transactions, among other matters, all the while keeping in mind the unique requirements applicable to maintaining tax-exempt status.

Jennifer M. Pagnillo, Partner
24 Field Point Road | Greenwich, CT 06830
jmpagnillo@daypitney.com | (203) 862 7875

BOSTON    CONNECTICUT    NEW JERSEY    NEW YORK    WASHINGTON, DC   www.daypitney.com


December 3, 2015 Luncheon

CompuMail has provided marketing communication services for over 21 years, specializing in data processing; graphic design services; digital, offset, and thermographic printing; purl, gurl and QR code development; direct mail services and more – all in our facility in central Connecticut. Whether it is printing your business cards or developing and managing your fundraising campaign, we engage industry leading technologies in order to bring our clients the best products and results.

Call us today to address any of your marketing or fundraising needs!

860-628-2770
Meghan@compumail.net