2024 March Board Meetings
March 7-8, 2024
Hilton St. Petersburg Carillon Park
950 Lake Carillon Drive
St. Petersburg, FL 33716
The deadline for booking within the Giving Institute hotel block has passed, but if you need any assistance with a reservation you can contact Paula Goedde-Bosch at paula.goedde-bosch@wearemci.com.
The program below is tentative and subject to change.
Thursday, March 7
7:30am
Registration and Breakfast
8:15am
Keynote Session: What Makes a Great Consultant
Speaker: Tom Mitchell (President Emeritus, University of Florida Foundation)
Tom Mitchell, transformative leader, and fundraising expert, has left an indelible mark on the landscape of higher education fundraising during his university tenures, most notably as Vice President for Advancement at the University of Florida from 2010-2023. Michell is celebrated for steering UF through the most successful capital campaign in its history, the "Go Greater" campaign, which raised an unprecedented $4.6 billion. His strategic vision and adept leadership also played pivotal roles in the success of previous campaigns. Tom's diverse background and extensive contributions to the field have solidified his reputation as one of the preeminent figures in higher education fundraising.
Learn how to cultivate candor, build trust, and create an environment where open communication is valued. Tom draws on real-world experiences across hundreds of consultants he's hired in his career, offering strategies for evaluating
consultants, cutting through the noise, and recognizing red flags. Participants will leave with actionable insights to cultivate excellence and navigate successful partnerships in their professional journeys.
9:30am
Perspectives on Being a Consultant in a Brave New World
Moderator: Kate Roosevelt (Co-President, Campbell & Company)
Panelists:
Deb Taft (CEO, Lindauer), Lee Ernst (COO and Senior Consultant, Johnson, Grossnickle and Associates), Jim Bush (Principal/President, Winkler Group), Carla Willis (Managing Principal, Washburn & McGoldrick), & Dwayne Ashley (Founder, CEO, and President, Bridge Philanthropic Consulting)
Join
us to explore the dynamic landscape of consultancy in our brave new world. As consultants, we find ourselves at the intersection of rapid technological innovation, evolving societal norms, and a growing emphasis on diversity and social change.
This session is crafted to inspire, inform, and equip consultants with the tools needed to thrive in this transformative era by creating a more inclusive consultancy environment, fostering innovation, adapting in a fast changing world and
meeting client expectations both now and next.
10:30am
Illuminating Where DAFs Fit in Giving USA Data and Beyond
Speaker: Laura MacDonald (Principal & Founder, Benefactor)
How often are you asked about DAFs and
“where to find them” in the Giving USA data? With the introduction of a new chapter devoted to DAFs starting with the 2023 Annual Report, Giving USA has stepped up its game when it comes to estimating gifts to and from DAFs. Beyond the data,
Giving USA also provides a wealth (get it?) of references to other studies and DAF initiatives. Join Laura MacDonald for a quick overview of the information and where to find it – followed by a lively Q&A.
11:15am
Q&AI: A Live Discussion on the Latest Trends in AI and Philanthropy
Speakers: Nathan Chappell (SVP, DonorSearch) & Scott Rosenkrans (AVP, DonorSearch)
The pace
of technological advancements in AI is accelerating faster than ever, often exceeding our ability to understand or adapt. More than ever, we're left with questions like is AI good, or is it bad? Should I be excited or afraid of it? Is it going
to replace my job, or the jobs of the clients I serve? Join Nathan Chappell and Scott Rosenkrans who lead DonorSearch AI, for a lively discussion as we unpack how the 3-5 years in fundraising will be a reflection of our sector’s ability
to harness AI, effectively and responsibly.
1:00pm
Design-Thinking Facilitated Session: What is the Evolving Role of Consulting Firms in an Era of AI?
Speaker: Betsy Chapin Taylor, FAHP (CEO, Accordant)
Harness the collective
insights of the room during a facilitated design thinking session as we delve into the changing landscape for consulting firms in the age of AI. This session aims to uncover insights, challenges and opportunities through collaborative exercises
and interactive discussions. Come ready to ideate, innovate and envision how consulting firms will adapt and thrive in an age of AI.
2:00pm
Crafting Optimal Strategic Partnerships Panel
Moderator: Betsy Chapin Taylor, FAHP (CEO, Accordant)
Panelists: Ben
Golding (CEO, Advancement Resources), Chad Paris (Principal, CEO, Parisleaf), Laura MacDonald (Principal & Founder, Benefactor), Bill TeDesco (Founder, CEO, DonorSearch), & Erik Tomalis (Director of Business Development, Virtuous)
The Crafting Optimal Strategic Partnerships Panel will delve into essential considerations for fostering effective strategic partnerships. Panelists will explore the distinctions between strategic partners and referral partners, drawing
on case studies to illuminate successful partnership dynamics. They will outline key prerequisites for engaging in strategic partnerships and evaluate the level of priority allocated to such collaborations within their organizations. Lessons
learned, best practices, and pitfalls to avoid will be discussed, along with the nuances between strategic partnerships and co-referral relationships. Additionally, the panel will address strategies for concluding strategic partnerships, managing
referrals from partners, and the ethical considerations surrounding paid referrals.
3:15pm
Unpacking New Roles in Elevating the Health of Communities
Speakers: Adam Wilhelm (Senior Vice President, Campbell & Company) & Amy Dorrill, MBA, FAHP (Community
Health & Well-Being Practice Leader, Principal Consultant, Accordant)
Priorities in improving “health” are changing from an emphasis on addressing acute care in hospitals to more holistically addressing community health and
well-being. In this panel discussion, we will explore how the concept of enabling better health is changing, unpack the evolving role of consultants in supporting this shift and delve into strategies and insights to empower consultants to
navigate this effectively.
4:15pm
Fundraising with Emerging Donors: Primary Insights from an In-Depth Study
Speaker: Michael Moody, Ph.D. (Professor of Philanthropic Studies, Lilly Family School of Philanthropy)
This
session will summarize major findings and takeaways from the Johnson Center for Philanthropy and GivingUSA research project studying the adaptations of fundraising professionals to changes in how emerging types of major donors want to give
and engage. Based on detailed data from a survey of major donor fundraisers, and interviews with both fundraisers and donors, this study examines what is “new” about these donors and their approach to giving, what the primary challenges are
when engaging them, and shared recommendations for more effective fundraising. The research includes insights expressed by the donors themselves to both advance fundraising approaches and to illuminate the firsthand lessons of the major gift
development experience. The researchers will not only summarize their findings but will invite facilitated input and conversation about the study and its dissemination, to maximize the insights of member firms and key stakeholders.
6:30pm
Dinner Event
Tickets must be purchased during registration. Transportation provided.
The Birchwood
340 Beach Drive NE
St. Petersburg, FL
Friday, March 8
7:30am
Registration and Breakfast
8:00am
Consistently Delivering High-Quality Work Panel
Moderator: Sarah Dave (COO, Grants Plus)
Panelists: Suzanne Hilser-Wiles (President, GG+A), Sarah Clough (Vice President, Philanthropy Insights & Analytics and Senior Consultant & Principal, Marts&Lundy, Vann Ellen Mitchell (Senior Vice President, CCS), Dana Textoris (CEO, Grants Plus), & Gail Perry (Founder and President, Gail Perry Group)
Explore the intricacies of building an exceptional back-office infrastructure to support a consulting firm. Delve into key areas such as onboarding, training, and mentoring
consulting staff to enhance subject matter expertise. Uncover strategies for effective marketing and business development, including decision-making processes on what pursuits to prioritize. Navigate the complexities of finance and business
analysis. Join us for valuable insights from leaders at firms of various sizes to secure actionable insights into optimizing the backbone of a successful organization.
9:15am
Lightning Rounds
--- Top Trends in Corporate Social
Impact and Philanthropy
Speaker: Page Bullington (VP and Global Managing Director, Vertical Customer Success, Blackbaud)
This session will begin by exploring current workplace trends and how a turbulent economy is impacting
how workers think about philanthropy and how corporations think about their social impact. Will also explore the most recent findings from Blackbaud’s CSR Industry review. This study is a non-product specific look at engagement, donation methods
and philanthropy form over 400 companies and 8 million employees. Attendees will leave with a better understanding of the current landscape and how these trends might impact nonprofit organizations they work with.
--- Empowered Learning
Speakers: Ben Golding (CEO, Advancement Resources) and Amy Carrier (Senior Director, Strategic Initiatives, Advancement Resources)
Professional development is constantly evolving, and the pace has only accelerated. Effective learning engagements respond to the wide range of learning styles and preferences, while advancing a diverse set of skills and capabilities. This discussion will cover a few scalable strategies for quickly creating a baseline of language, tools, and process in any professional environment.
10:00am
Giving USA Board Meeting
All registered attendees are welcome to attend though only Foundation voting directors may vote.
11:00am
Giving Institute Board Meeting
All registered attendees are welcome to attend though only Giving Institute voting directors may vote.
12:00pm
Conclusion and Departure
Policies
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 February
15, 2024.
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 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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