15 Cuttermill Road Suite 210
Great Neck, NY 11021

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2017 Sessions Below

9:00 AM  -  10:15 AM
Session A - 1 The Stephen and Marjorie Levy Leadership Forum: Growing and Honing Your Skills

Leadership Essentials, Starting Your Nonprofit Career

This session will focus on leadership within the nonprofit world, and what distinct traits and skills are critical for today’s nonprofit leaders to bring to the table. Dexter will speak to nonprofit professionals on every rung of the ladder, and offer advice brought from his background as a development executive. He’ll cover how to best hone your leadership skills, what is unique about leading in the field of development, and how young professionals just starting out can work to achieve their individual and team goals, as well as offer tips for current leaders who are working to align their values and vision with their organizational goals.

Faculty:  Dexter A. Bailey, Jr., Senior Vice President for Advancement &  Executive Director, Stony Brook Foundation


9:00 AM  -  10:15 AM
Session A - 2 Professional Growth

Igniting the Presenter in You

Much like riding a bike, public speaking is best learned through  practice. And what happens when we enjoy doing something that we do? We do it more often and can become more comfortable with being behind the podium. Join this interactive public speaking  workshop to learn the dos and don’ts of communicating to a large audience and the key factors that will make your presentation  successful. In addition, review tried and true techniques that will  help you deal with the fear of speaking to a group, and get the  opportunity to grow your confidence and present live to the  audience in attendance.

Faculty:  Matt Campo, President, Ronald McDonald House of L.I. 


9:00 AM  -  10:15 AM
Session A - 3 Planning for Your Organization's Future

Maximizing Your Major Donor Pipeline

Building and managing a major donor pipeline is a deliberate and thoughtful process. This session focuses on relationship science and rapport building techniques, tactical strategies to rapidly build your major donor pipeline, and tools to measure and manage donor  relationships and progress toward giving. It will provide useful techniques, tools, and strategies that will help participants rapidly build a major donor program. In addition, this session will demonstrate techniques to more accurately scope and determine the size of a successful major gift ask. We will discuss a series of qualitative and quantitative questions designed to capture key intelligence about a potential donor. Preparing for a conversation with an individual who has the ability to make a significant gift to your organization requires extensive preparation.

Faculty:  Larry G. Raff, President, Copley Raff Inc.


9:00 AM  -  10:15 AM
Session A - 4 All About Best Practices

Meeting BBB Standards

Join us for an interactive session about the BBB Standards for  Charity Accountability and bring your questions! Learn why BBB Standards represent nonprofit management practices that can be helpful to your organization. Get details about the 20 BBB Standards for Charity Accountability, how to meet them, and the BBB Charity Report process. In addition, find out about recognition benefits  only available to a BBB Accredited Charity that joins the BBB Charity Seal holder program.

Faculty:  Luana K. Lewis, Senior Vice President, Programs and Services,  Better Business Bureau Serving Metropolitan New York

Heather Layland, Director, Charity Accountability Program,  BBB Foundation of Metropolitan New York


9:00 AM  -  10:15 AM
Session A - 5 Engaging Donors: Marketing and Social Media

How Can You Prove a Return on Investment for Digital Media

This workshop will give you the tools you need to find out if your social media efforts are worth the money. For those who are tasked with measuring (and improving) social media ROI, these 4 key metrics will give you the springboard you need to prove its value —  Measure ROI, Know Your Results and Take Results to the Next Level.

Faculty:  Jerry Allocca, Founder & CEO, Connected Culture, Inc.


9:00 AM  -  10:15 AM
Session A - 6 Special Events - Special Donors

Prospect Research and Contact Reports - Improving Special Events Through Research

Busy fundraisers maintain relationships with many prospects.  It can be time-consuming to complete contact reports, and too often fundraisers are tempted to skip them altogether. Yet these treasure troves of relevant information can become invaluable tools. By streamlining the process and focusing on capturing information that is relevant to the organization, contact reports provide continuity and historical data that can be used to create meaningful outcomes for donors and the organization. Contact reports are donor intelligence directly from the source.  Learn how to create contact reports that will inform the cultivation process, provide useful data for prospect research, provide data for analysis and enhance the prospect management process.

Faculty:  Susan Shebar Fioribello, President, PEAR Research Group 


10:45 AM  -  12:00 PM
Session B - 7 The Stephen and Marjorie Levy Leadership Forum: Growing and Honing Your Skills

Building a Young Professional Advisory Board and Getting YPs Involved

More and more NGOs are determined to connect with millennial  professionals and those who are younger, but this can lead to hasty decisions with less than desirable impact. Building a Young  Professionals Advisory Board is an excellent way to create long lasting relationships with young professionals, but it isn’t as simple as tweeting out that you need help and hosting a bar social. This workshop will touch on the strategic way to build your board. You want your young board to contribute in the ways in which they can including (but is not limited to) monetary donations, donations of time, and expertise in social media and event planning.

Faculty:  Christopher Salute, Asst. Dean,  Long Island University

Edward Summers, VP, Chief Strategy and Planning Officer,  Long Island University


10:45 AM  -  12:00 PM
Session B - 8 Professional Growth

Achieving Peak Performance for Yourself and Your Organization

A recent issue of Advancing Philanthropy asks, “What Is Success Anyway, and How Do You Measure It?” Inside are stories featuring new metrics for defining success. But there is another way to think about success; one that focuses on performance rather than results. In this session we’ll discuss how individuals can achieve success by understanding their basic work style and assessing their attributes, skills, and knowledge. We’ll look at the latest research into performance, including studies published in the Harvard Business Review. We’ll  discuss practical steps individuals can take immediately to start down the path to personal peak performance and examine characteristics associated with high performing organizations.

Faculty:  Rich Brown, President, RB Consulting; Adjunct Faculty, New York University and Columbia University


10:45 AM  -  12:00 PM

Session B - 9 Planning for Your Organization's Future

Cultivating Your Planned Gifts and Maximizing Your Yield

Never seem to find the time to effectively inventory, track, and analyze bequests and planned gifts? This presentation will address how to effectively manage charitable bequests and project future receivables. It will address what you should look for to ensure that your organization receives the full value of everything intended.  In addition, what to look for in the accounting and legal documents to advocate for your organization.

Faculty:  Michael D. Humphrey, Esq., Counsel, Vishnick McGovern  Milizio LLP   

10:45 AM  -  12:00 PM

Session B - 10 All About Best Practices

Raising Money the Right Way: Fundraising Legally in the 21st Century

Is your nonprofit raising money from raffles, events, and direct  solicitations? Are you considering crowd-funding, corporate sponsorships, or charging for services or goods? Learn the legal implications of traditional and non-traditional fundraising methods so you can be creative and well-prepared. Protect your organization’s tax-exempt status, avoid fines, and prevent lawsuits associated with fundraising 
 and other revenue-generating activities. Attendees will learn about the laws and regulations surrounding: 1. Raffles, Corporate sponsor-ships; 2. Charging fees for service and other types of business income;  
3. Crowd-funding; 4. Online dos and don’ts; 5. Properly acknowledging  gifts; and 6. Registration and reporting requirements.

Faculty:  Judy Siegel, Esq., Staff Attorney, Pro Bono Partnership

Melissa B. Greenberger, Esq., Staff Attorney, Pro Bono Partnership



10:45 AM  -  12:00 PM

Session B - 11 Engaging Donors: Marketing and Social Media

Panel: Social Media to Attract, Engage and Recruit Board Members, Donors, and Volunteers

Social media has fundamentally changed the way we communicate and fundraise. Whether it’s promoting an event, raising awareness, or searching for donors, social media must be a part of your strategy. This panel of experts from the Social Media Association will discuss ways to use social media to attract, engage and recruit board  members, donors and volunteers.

Faculty:  Beth Granger, CEO, Beth Granger Consulting: Intrepid Social

Donna Rivera-Downey, Chief Marketing & Communications Officer, Girl Scouts of Nassau County

Sharyn O’Mara, Communications Director, Wisselman and Associates

Susanna StickleyStrategic Non-Profit Consultant


10:45 AM  -  12:00 PM
Session B - 12 Special Events - Special Donors

Year-Round Engagement With Special Event Constituents

Engage and create partnerships that make an extraordinarily  positive impact on your organization. Learn ways to make connections  with new volunteers and sponsors, elevate your revenue and mission  impact results, improve your skills in articulating your mission,  programs and organization and provide a unified relationship  development methodology that resonates with your volunteers  and sponsors.

Faculty:  Anne Thorsen, Regional Director, Go Red For Women Luncheon

Theresa Fredriksen, Regional Director, Long Island Heart Walk


2:30 PM  -  3:45 PM
Session C - 13 The Stephen and Marjorie Levy Leadership Forum: Growing and Honing Your Skills

Putting the Prospect First

This session will challenge participants to “put the prospect first” through the discussion of prospect-centered fundraising strategies that result in exceptional gifts and build a true culture of philanthropy. We will examine the fundamental motivations of current and prospective donors, what we need to know about their goals, and how “thinking like the prospect” can further inform cultivation and solicitation strategies.

Faculty:  Thomas Kissane, Principal & Managing Director, CCS


2:30 PM  -  3:45 PM
Session C - 14 Planning for Your Organization's Future

Inside the Grantmaker's Mind

At this workshop, a panel of funders will share, through an interactive format, their processes for making a decision on “to fund or not to fund.” Nonprofit organizations (with an operating budget of up to $1,000,000) are invited to apply in advance for a grant to be awarded during this session. Among the applications that meet the guidelines, three finalists will be selected for public review and discussion by the panel of grant funders. At the end of the session, three grants (in the amount of $2,500, $1,500 and $1,000) will be awarded. Most importantly, all workshop attendees will glean valuable information as to the decision-making processes of real grantmakers.

Please note: If your organization would like to be considered for a grant, a pre-event application must be filed by Friday, October 13th. Please go to www.philanthropyday.org and click on Inside a Grantmaker's Mind to start the process now.

Moderator:  Marc Suntup, Chief Development Officer, Gurwin Jewish Healthcare Foundation

Panel of Judges:*  Hagedorn Foundation, Panelist TBD

Kenneth R. Cerini, CPA, CFP, D.A.B.F.A., Managing Partner,  Cerini and Associates LLP; Founder, The Long Island Imagine Awards

Marian Conway, Executive Director, NYCB Foundation

* in formation


2:30 PM  -  3:45 PM
Session C - 15 Engaging Donors: Marketing and Social Media

Replace Fading Community Events With a Peer-2-Peer Fundraiser

In its first year the Northwell Health Walk at East End, benefiting Peconic Bay Medical Center, raised more than $115,000. Come along as we share  our planning journey and execution with perspectives from both a high- level strategic view to grassroots fundraising and participant recruitment including constituent communication and maximizing touches and outreach while creating a unique brand experience distinctly distinguished from the plethora of similar events. Learn how to create an event that not only raises (a lot of) money but allows you to deepen your community footprint while communicating your brand: what you do, how you help the community, and how they can help you.

Faculty:  Lori Peterson, Senior Associate Director, Northwell Health Foundation

Darrien Garay, Special Gifts Officer, Peconic Bay Medical Center Foundation


2:30 PM  -  3:45 PM
Session C - 16 Special Events - Special Donors

Raise the Paddle, Raise the Bar - Maximize Your Special Appeal

After many years raising millions in the gala fundraising world, we have noticed an evolution in the special event climate: a trend of over-stressed development, unengaged guests, too much stuff and not enough ROI. Adding special appeals to your events could be the answer, but how can you maximize your success? These special appeals experts will help answer all your how-to questions:  How long should the appeal be? Where during the night should the appeal be placed? Who should do the ask? How many levels should we ask? The appeal can be the one minute of utter success or painful failure. Let us help you figure out how to make yours a success!!!  

Faculty:  Bobby D. Ehlert, Founder, Fundraising Strategist, Inspirational  Ambassador, Inspire Hearts Fundraising

Erin Ward, Founder, Fundraising Strategist, Inspirational Ambassador, Inspire Hearts Fundraising 

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  • Great Neck, NY 11021
  • Phone: 631.249.5008
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Advancing Philanthropy through Education, Training and Advocacy