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Pricing Breakdown
The early rate is available until June 1, 2023.
| Member Registration - Early |
$1,100.00
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| Member Registration - Late |
$1,200.00
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| Member Registration - 2nd person from firm - Early |
$900.00
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| Member Registration - 2nd person from firm - Late |
$1,000.00
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| Member Registration - 3rd person and beyond from firm - Early |
$850.00
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| Member Registration - 3rd person and beyond from firm - Late |
$900.00
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| Non-Member Promo Rate - Golden Ticket |
$575.00
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| Non-Member - Early |
$1,850.00
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| Non-Member - Late |
$1,950.00
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| Tuesday Evening Event |
$75.00
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| Tuesday Evening Event - Additional Guest |
$75.00
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| Wednesday Evening Event/Dinner |
$125.00
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| Wednesday Evening Event/Dinner - Additional Guest |
$125.00
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Summer Symposium 2023
All Giving Institute Members are welcome to attend the Giving Institute Board Meeting and Giving USA Board Meeting. Only Voting Directors are permitted to vote on motions during the Board Meetings. If you are interested in attending the Tuesday or Wednesday
Evening Events, please be sure to add the additional tickets to your registration.
Schedule of Events
All times listed below are in Eastern Time.
Tuesday, July 18
You're invited to a special pre-conference event at the beautiful Indy Artsgarden from 6:00-9:00pm, featuring a magnificent glass dome, ceiling-to-floor windows, steel trusses, and a grand staircase, The Artsgarden is just a short walk
from the Conrad Hilton via the pedestrian connector. During the pre-con, you'll have the opportunity to meet and mingle with other attendees while enjoying delicious food and cocktails prepared by one of Indy's top chefs. Experience the FLAVA FLESH
arts exhibit, a diverse, multicultural, and multi-generational art platform. Don't miss this chance to network and enjoy the exquisite atmosphere of the Indy Artsgarden to kick off the 2023 Summer Symposium.
Attention first-time attendees! We invite you to join us at the beginning of the pre-conference event for a special segment on maximizing your conference experience. Discover valuable insights on networking, finding the right connections to answer your questions, and gain a deeper
understanding of Wednesday morning's Board Meetings where your active participation is welcomed.
Wednesday July 19
9:00 – 10:30am
Giving USA Foundation Board Meeting (all Giving Institute Members welcome)
10:30am – 12:00pm
Giving Institute Board Meeting (all Giving Institute Members welcome)
12:00 – 1:00pm
Giving Institute Annual Meeting
1:15 – 1:45pm
What’s happening in Washington, DC and why it matters to your clients
Sally Ehrenfried
Senior Principal, Government Relations, Blackbaud
With a split Congress and a presidential election looming as well as key decisions by the Supreme Court affecting the non-profit landscape, Sally will share a few insights from Washington to assist your clients in understanding the impact of the legislative and regulatory landscape.
1:45 – 2:45pm
Religion and Giving: Why is it important, what's changing, and what does that mean for fundraisers and nonprofits?
David King
Karen Lake Buttrey Director, Lake Institute on Faith & Giving and and Associate Professor, Philanthropic Studies, Lilly Family School of Philanthropy, IUPUI
Religion
is one of the most predictive factors in giving. Learn why religion and giving is important and the factors around the shifts in declining giving. How does the public narrative around institutional trust intersect with the decline? What happens
when we re-imagine what religious giving could be? This session will explore questions around how to lean into this as well as data points that can help point to deeper understanding in religious giving.
3:00 – 4:00pm
The Impact of AI on Fundraising and Allied Professionals
Nathan Chappell
Senior Vice President, DonorSearch
Scott Lange
President, Visionary Philanthropic Consulting
ChatGPT
and other AI sources present new opportunities and challenges to both front line fundraisers and the strategic service professionals supporting them. This session intends to reveal what AI can do, how we can incorporate it into best practices,
identify potential areas of concern, and discuss a framework for ethical philanthropy.
4:15 – 5:15pm
Succession Planning: How to Build, Sell, Merge, or Buy
Drew Chambers, CPA, ABV, CFF, CFE
Partner and Valuation Service Team Leader, MCMCPA
Many firms go through a typical series of transitions
from the entrepreneurial start up phase to growth and maturity and then transition to new leadership. There are differences between those companies who “sell products” and those that “sell services.” An expert in company evaluation and transition
will share issues to consider as companies look to transition from one phase to another.
5:15 – 5:45pm
Pre-Indy Motor Speedway Reception
West Foyer, 2nd Floor
Stop by for a quick snack and a grab and go drink for the ride to the Indianapolis Motor Speedway event and dinner.
5:45 – 9:00pm
Indianapolis Motor Speedway & Dinner
Join your fellow attendees for an exciting after-hours event and buffet dinner at the legendary Indianapolis Motor Speedway (IMS) Museum. This signature event will consist of iconic IMS
exhibits, artful displays, private on-track experience, and interactive activities home to the “Greatest Spectacle in Racing.” You will have the opportunity to socialize and connect with your peers over delicious cuisine provided by a premiere
Indianapolis caterer and paired with a selection of imported and domestic beers, wines, and a signature cocktail. We encourage all attendees to experience this unique and distinctive event. Transportation will be provided between the Conrad
and the Speedway.
10:00 – 11:00pm
Networking
Tastings Wine Bar at Conrad Indianapolis
Thursday, July 20
6:30am
Morning walk
You can start your day off on the right foot with your peers and enjoy the local downtown Indianapolis area by taking a morning walk. Gina Haze, of JGA Counsel, an Indianapolis local, has mapped out two
scenic routes to get your blood pumping and networking underway. On Thursday, join in on a 2.03-mile walk along the Indianapolis Canal, where paths and bridges are adorned with beautiful artwork. Friday's walk is both historic and spectacular,
covering a 2.14-mile stretch that leads you to the Indiana State Soldiers and Sailors Monument, a towering 284 ft 6 in neoclassical structure built on Monument Circle, a circular, brick-paved street that intersects Meridian and Market streets
in the heart of downtown Indianapolis. Leading both walks is Ben Golding, of Advancement Resources, ensuring you don't miss a beat while taking in the sights and networking with colleagues.
8:30 – 9:15am
Donor Trends: The state of the sector and lessons from Giving USA and the AFP Fundraising Effectiveness Project
Ben Miller
Senior Vice President, Data Science and Analytics, Bonterra
Josh Birkholz
CEO, BWF
A presentation on the latest trends in the sector drawing from the Fundraising Effectiveness Project’s transactional data and the Giving USA report based off of IRS data. Combining granular trends identified
in donor behavior, longitudinal donor transaction data, and aggregate data that nonprofits are reporting, Ben and Josh will unpack what the sector reports are telling us. Drawing on experiences working directly with nonprofits we will also
talk through strategies that successful nonprofits have used to succeed.
9:15 – 10:00am
Developing Strong Funder/Consultant Relationships that Improve Nonprofit Impact
Moderator: Ted Grossnickle
Senior Consultant and Founder, JGA
Speaker: Clay Robbins
Chairman and CEO, The Lilly Endowment
Join
us for a conversation with Clay Robbins, Chairman and CEO, of Lilly Endowment, one of the nation’s largest private foundations. This conversation will include the following topics: What is the role of consultants in testing or confirming assumptions
of their clients? What can or should consultants do with their clients in addition to helping them assess and develop their fundraising goals? Should a consultant decline to attribute comments made by foundations and other interviewees in
reports to their clients?
10:15 – 11:00am
The Generosity Commission: An Update and Plans for the Release of Recommendations
Jane Wales
Chair, Generosity Commission; Vice President, Aspen Institute; Executive Director, Program on Philanthropy and Social Innovation
The Summer Symposium is pleased to have Jane Wales returning this year to give an
update on the work of the Generosity Commission. She’ll provide attendees with an overview of the Generosity Commission and why it matters to the landscape of understanding generosity in America. We’ll hear about the findings coming from the Commission’s research and what the Commission has learned about the current state of giving and volunteering in America. The Commission and its task forces are committed to furthering everyday giving and volunteering in whatever ways best reflect an individual’s passions, values, and life circumstances. The Commission is currently formulating recommendations for the policy sector, the business sector and the philanthropy and nonprofit sectors to enable more people to give and volunteer as these further civic participation in our democracy. These recommendations will be launched in the spring of 2024 and disseminated in the following months.
11:00am – 12:00pm
Roundtable Discussions
Sales & Marketing
Dan Gross (OneCause)
Innovation
Dwayne Ashley (Bridge Philanthropic Consulting)
Partnering with Other Firms
Brendan Smith (Qgiv)
DEIA at your Organization
Faith Montgomery (Lindauer)
Community-centric Fundraising
Karen Perry (M. Gale & Associates)
Helping Clients Demonstrate Impact
Caleb Dutzer (Advancement Resources)
Workplace
Culture
Josh Meyer (Bloomerang)
EOS
Chad Paris (Parisleaf)
Future of Campaigns
Angela White (JGA)
Approaching Client Work with an Equity and Inclusion Lens
Doug London (CCS)
12:00 – 1:00pm
Affinity Groups Discussion & Lunch
1:30 – 5:00pm
The Art and Science of Catalytic Leadership During Time of Change
(Newfields Field Trip - Buses will depart at 1:30pm from the Conrad)
Dr. Gloria Chance
CEO/Founder, The Mousai Group
Dr. Collette
Pierce Burnette
President and CEO, Newfields
According to Forbes, “The power of art to shift our perspectives, from viewing problems as opportunities to risking failure by taking a novel approach’ creates powerful
change. This expanded thinking is needed more than ever as companies innovate in a time of rapid change. Technical skills, alone, will not suffice.”
Join us on an exploratory journey with Newfields CEO, Dr. Colette Pierce
Burnette, where we will engage in mind-opening experiences through art followed by a heartfelt and informative conversation with Dr. Burnette’s narrative about her journey as a dynamic, brave, and trailblazing leader. You will hear about how
Dr. Burnette has navigated a triple tragedy: a pandemic and its impact on cultural organizations; George Floyd and the division, not just race; and Newfield’s own challenges and missteps around race and its path to becoming an anti-racist
organization.
6:30 – 8:30pm
Dine Arounds
Please review the Dine Around options here and rank your dinner preferences using this form when completing your registration.
Friday, July 21
6:30am
Morning walk
You can start your day off on the right foot with your peers and enjoy the local downtown Indianapolis area by taking a morning walk. Gina Haze, of JGA Counsel, an Indianapolis local, has mapped out two
scenic routes to get your blood pumping and networking underway. On Thursday, join in on a 2.03-mile walk along the Indianapolis Canal, where paths and bridges are adorned with beautiful artwork. Friday's walk is both historic and spectacular,
covering a 2.14-mile stretch that leads you to the Indiana State Soldiers and Sailors Monument, a towering 284 ft 6 in neoclassical structure built on Monument Circle, a circular, brick-paved street that intersects Meridian and Market streets
in the heart of downtown Indianapolis. Leading both walks is Ben Golding, of Advancement Resources, ensuring you don't miss a beat while taking in the sights and networking with colleagues.
8:30 – 9:30am
Lightning Rounds
Campaigns as Agents of Change
Tim Burcham - President, Burcham Solutions Group
Fundraising During Recessionary and Inflationary Periods
Randall Hallett - CEO and Founder, Hallett Philanthropy
Work-Life Balance
Sarah Dave - Chief Operating Officer, Grants Plus
Breaking Old Habits: The Under-emphasized but Ever-important Role in Change Management
Jason Boley - Senior Vice President, BWF
Navigating Professional Change
Aly Sterling - President, Aly Sterling Philanthropy
The Golden Age of Planned Giving Beckons
Paul Yeghiayan - Senior Consultant, Benefactor Group
2023
Giving Experience Study Findings
Joe Duca - Vice President of Product Management, OneCause
9:45 – 10:30am
Advancing Philanthropy: Research Updates and Implications
Una Osili
Associate Dean for Research and International Programs, Efroymson Chair in Philanthropy, Dean's Fellow, Mays Family Institute on Diverse Philanthropy, Lilly Family School of Philanthropy, IUPUI
This
session will provide an overview of the latest research and trends in philanthropy including What Americans Think of Philanthropy, Everyday Donors of Color II, and the Global Philanthropy Tracker. The presentation will also highlight the practical
implications of these findings for non-profit organizations, donors, and philanthropic counsel, service, and tech firms, with a focus on strategies for maximizing the impact of philanthropic investments. Attendees will leave with a deeper
understanding of the latest developments in philanthropy research and practical insights for advancing philanthropic strategies.
10:30 – 11:15am
Building Better Collaboration Across Tech and Service Firms
Moderator: Suzanne Hilser-Wiles (President - GG+A)
Panelists: Ann Fellman (Chief Marketing Officer - Bloomerang), Chris Cannon (Chief Strategy Officer - Zuri Group), and Sarah Clough (Vice President for Philanthropy Insights & Analytics
Senior Consultant & Principal - Marts&Lundy)
Tech and service firms frequently share clients, help diagnose issues
requiring a partner to help solve, and are asked by clients for recommendations - yet just as frequently have a limited lens into what firms “on the other side of the fence” do. Building these networks can help us all provide stronger customer
service and strengthen business development, so the question is: how do we do this effectively? Join our panelists from tech and service firms as they discuss how they build these relationships and increase their knowledge of what’s happening
at firms who serve our sector.
11:30am – 12:15pm
It's a Wrap!
Betsy Chapin Taylor
Founder and CEO, Accordant
Let's come together for one last fast-paced and interactive session to collaboratively process key themes from the Symposium to identify priority
and set the course for moving forward.
1:00 - 2:00pm
Giving USA Media Roundtable
Moderator: Lauren Steiner
Founder, Grants Plus
Hotel
The Giving Institute Summer Symposium 2023 will be held at the Conrad Indianapolis.
Conrad Indianapolis
50 West Washington Street
Indianapolis, IN 46204
The GI contracted room block has sold out. The hotel may still have rooms available, but we cannot guarantee the rate they will charge.
Here are additional hotels within walking distance of the Conrad that may have availability. Please note that due to a city-wide convention taking place that week, prices will vary and may be high for hotel rooms in downtown Indianapolis both at
the Conrad and other properties.
Conrad Indianapolis - Event Hotel
Hyatt Regency - 1 Block from Conrad
Le Merdien - 1 Block from Conrad
Hampton Inn - 1 Block from Conrad
Hotel Indy, Tribute - 2 Blocks from Conrad
Homewood Suites - 2 Blocks from Conrad
Hilton Garden Inn - 3 Blocks from Conrad
Policies
Refunds, minus an administrative fee of $150 for registrations will be issued on written cancellations received on or before June 11, 2023. Phone cancellations WILL NOT be accepted. Registrants assume full responsibility for notification
to and verification of receipt by GI. All refunds will be processed 2-3 weeks after the meeting. Refunds on reception tickets will be refunded minus a $10 administrative fee if cancelled by the deadline.
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, GI 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.
Giving Institute Summer Symposium 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 Summer Symposium 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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