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Giving Institute Mentor Series and November Board Meetings
November 2-3, 2022
The Mentor Series brings together leaders in the world of philanthropy and those newer to the profession for a day of educational sessions focused on career skills that will benefit all involved. The Mentor
Series registration will be $350, excluding travel and hotel costs. All Giving Institute Members receive complimentary registration for the November and March Board meetings and education sessions.
Any and all attendees are welcome to join the Giving Institute Board Meeting and GivingUSA Board Meeting. Only Voting Directors are permitted to vote on motions during the Board Meetings.
Mentor Series ScheduleWednesday, November 2, 20228:00am Registration and Breakfast
Third floor foyer 8:30 - 8:45am Welcome and Introductions
Crystal Room
Hosts:- Peter Fissinger (Senior Advisor, Campbell & Company) - Jim Bush (Principal, Winkler Group) 8:45 - 9:45am Generational Engagement: New trends for Authentic Engagement of Generational Donors
Crystal Room
Speaker:Brian Crimmins (Chief Executive Officer, Changing Our World) A one size fits all approach to engaging donors may be efficient, but will it drive the results you want? Will this develop lifelong authentic relationships with your donors? Based on the trends seen across different generational and demographic groups, it would seem that you would be leaving generosity and relationship capital on the table. This session will be focused on both macro-level generational trends as well as some specific micro-level engagement strategies. Whether you are involved with marcom or major gift fundraising, understanding your audience—and how to best engage them—is a critical element to your success. 10:00 - 11:15am Breakout Session 1: Strive Until you Thrive: Developing the Most Critical Skills in Consulting
Crystal Room
Speaker: Wendy McGrady (Executive Vice President, The Curtis Group) What skills make a good consultant and how does one develop those skills? This session explores the character traits and skills that can be developed to help make you a better consultant. Even if you’re just starting your consulting career, learn practical tips to incorporate into your practice and help you perform in your role beyond your years of experience.
Breakout Session 2: Understanding What Information Fundraisers Need
Indiana Room
Speakers:
- Erik Tomalis (Senior Nonprofit Advisor/Manager Enterprise Sales, Virtuous) - Karen Rotko-Wynn (Chief Business Enterprise Officer, Alford Group) Host: Ryan Woroniecki (Advisor, DonorSearch) Data, data, data.... we are collecting more of it from more places. How do we make sense of it all? What data is going to help fundraisers drive results? Prioritize their portfolio? Understand trends that may help you understand the donor/prospect? Our panelists will share their thoughts and answer your questions about how to help fundraisers understand what data they need and how to use it. 11:30am - 12:30pm New Tech Trends Powering Fundraising
Crystal Room
Speakers:- Shawn Olds (Chief Executive Officer, boodleAI) - Brian Gawor (Vice President of Research, Ruffalo Noel Levitz)
Host: Erik Tomalis (Senior Nonprofit Advisor/Manager Enterprise Sales, Virtuous)
Innovation is happening quicker than ever before. In part, because there is more data, more access, and better technology to do more tasks with fewer people. From the variety of communication channels leveraged today to new giving vehicles like crypto, virtual events and gaming, microsites, multi-channel marketing, social media, machine learning/AI... the list goes on…and one constant is that innovation will continue to develop. So, what are the new tech trends powering fundraising today? This panel will discuss just that with a focus on how these tech trends are being leveraged to drive impact, empower fundraisers to be more effective/efficient in their roles, and provide practical examples of how you can best use some of these new technologies to support your customers and clients. 1:45 - 2:45pm Facilitated Peer Group Discussions: Consulting & Technology
Crystal Room
Consulting Discussion Host: Jim Bush (Principal, Winkler Group) Technology Discussion Host: Erik Tomalis (Senior Nonprofit Advisor/Manager Enterprise Sales, Virtuous) 3:00 - 4:00pm Leading from the Front: How to Exceed Client and Customer Expectations
Crystal Room
Speaker: Jim Bush (Principal, Winkler Group) The client/customer relationship can be complex. You are dealing with different personalities, different goals, and a variety of expectations. It’s the last part—client and customer expectations—that makes it so hard, even for the seasoned team members. In this session, Jim will share his personal experiences in working with clients over the past 20+ years so that you can learn from his mistakes! You will leave this session with practical tools and resources you can use immediately to achieve client and customer outcomes and exceed expectations. 4:00 - 5:00pm Things You Wish You Knew: Lessons from the Field
Crystal Room
Speakers:
- Mariah Hickey (Senior Consultant, Alford Group) - Gina Vaughn (Vice President, Graham-Pelton) We were all new to the nonprofit sector once, and we were thankful to those who came before who could share the lessons they learned while serving clients and customers. Now is your chance to hear from some seasoned Giving Institute members who have years of experience serving clients and customers. This will be a question-and-answer session so please come prepared with topics around which you would like our panelists to share their perspectives. 5:00 - 5:30pm Review of the Day
Crystal Room
Host:Jim Bush (Principal, Winkler Group) 6:00pm Reception and Dinner
Both Mentor Series participants and Giving Institute members are welcome to attend. Tickets can be purchased during registration.
Rosetta Italian - A Rosebud Restaurant
1 South Dearborn Street, Chicago, IL 60603 Giving Institute ProgrammingThursday, November 3, 20227:30 - 8:00am Breakfast served
Crystal Room
8:00am Welcome Remarks
Crystal Room 8:30 - 9:45am Education Program #1: Cultivating a DEI Mindset
Crystal Room
Speaker:Dr. Gloria A. Chance (CEO/Founder, The Mousai Group) The Giving Institute has deep traditions and a successful model that has supported and sustained the organization for over 85 years. Like many organizations, the Giving Institute is facing the realities of a changing marketplace and demographic shifts in the sector. True to the Giving Institute’s strategic plan’s commitment on advancing diversity, equity and inclusion as well as creating pathways for greater societal generosity, a framework that guides the organization’s DEI work was developed in early 2022. Join us for a session that kicks off the first in a series of member engagements that will activate our DEI commitment. This session will: - honor, explore and begin to solution for our approach to sponsorship, governance and how we innovatively embrace diverse participants; - review the DEI Framework’s alignment to the Giving Institute’s business outcomes, goals and dashboard as we work collectively to recruit, onboard and retain diverse members; and - engage members in interactive exercises that will strengthen our collective muscle in creating a more welcoming and inclusive environment for existing and new members. 10:00 - 10:45am Education Program #2: Economic and Market Outlook: Implications for Philanthropy
Crystal Room
Speakers:
- Clare Golla (National Managing Director, Foundation & Institutional Advisory Services, Bernstein) - Michael Heneghan (Senior Vice President & Senior Investment Strategist, Bernstein) Host: Jeff Jowdy (President, Lighthouse Counsel)
11:00am - 12:00pm Roundtable Discussions
Crystal Room
- Innovation – Deciding where to Invest
- Planning for Leadership Transitions
- Recruiting for Key Positions
- Community Engagement/Corporate Responsibility
- EOS Implementation Discussions
- Conferencing Strategies
1:00 - 1:45pm Education Program #3: Leading Change: Building Resilient Shops Through Succession Planning
Crystal Room
Speakers:- Alexis Cooke (Chief Operating Officer, Alford Group) - Ben Golding (President & Chief Executive Officer, Advancement Resources) All teams experience turnover and must evolve in order to thrive. It is through successful planned transitions that these same teams grow to be healthier, more diverse, and more inclusive. Succession planning is key to both internal leadership development as well as future planning for possible transitions. This facilitated session will tap into the experience of both the audience and those leading the discussion. Each participant will have a chance discuss succession planning through small group conversations. Key topics will include role mapping, recruiting for broader diversity, building in inclusivity, retention strategies for up and coming leaders, and internal communication of succession strategies. 2:00 - 3:00pm Giving USA Board Meeting
Chicago Room
All registered attendees are welcome to attend though only Foundation voting directors may vote. 3:00 - 4:00pm Giving Institute Board Meeting
Chicago Room
All registered attendees are welcome to attend though only Giving Institute voting directors may vote.
Hotel
The November meetings will take place at The Palmer House Hilton Hotel. We have established a discounted group rate of $199/night + 17.4% tax. To book, please click here to reserve online.
Reservations should be made no later than October 24, 2022 and cannot be guaranteed even before this date.
Policies
Refunds, minus a $50 administrative fee for all events for which a fee was charged, will be issued on written cancellations received on or before October 24, 2022. Phone cancellations WILL NOT be accepted. Registrants assume full responsibility for notification
to and verification of receipt by the Giving Institute 2022 November Meetings. Refunds will be processed 2-3 weeks after the meeting.
Refunds or credits will not be given for failure to attend, late arrival, flight/transportation cancellations, unattended events or early departure. In the rare event of a meeting cancellation, Giving Institute is not responsible for nor will provide
refunds for costs associated with travel, airfare, hotel or transportation costs incurred by the registered attendee. It is always recommended that the registrant considering purchasing independent travel insurance.
The Giving Institute registration fees are not tax-deductible as a charitable contribution but may be deductible as a business expense. Consult your tax advisor.
Registration and attendance at or participation in the GI 2022 November Meetings constitutes an agreement by the registrant to GI's use and distribution (both now and in the future) of the registrant or attendee's image or voice in photographs, videotapes, electronic reproduction and audiotapes of such events activities.
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