This webinar is designed for nonprofit leaders and development staff looking to build an effective Vermont Gives campaign. We’ll look at examples from Vermont Gives campaigns that showcased inspiring stories of impact. We’ll discuss strategies on developing relevant messages supported by data and review best practices for sharing your stories to maximize impact for Vermont Gives.
We’ll conclude with a quick overview of the different types of campaigns that an organization can launch on the Vermont Gives platform, why they would want to launch one, and show the basics around setup.
Planned Giving Council of NH & VT
There’s the adage that “50% of all of the money I spend on marketing is a waste. Unfortunately, I don’t know which 50% it is!” Thus is marketing, especially planned giving marketing, and sometimes it’s about building a plan piece-by-piece over the years. Rick Peck of Dartmouth-Hitchcock and the Geisel School of Medicine will share with you his 2017 Marketing Calendar and walk through the multi-year design and delivery of such things as a newsletter, postcards, two websites, seminars, “one-pagers,” joint speaking engagements, alumni reunion marketing, stewardship events, and feature story opportunities and engagement opportunities that have been successful (and some that are still in the works). You will walk away with a few ideas to implement on your own!
REGISTRATION: Please send an e-mail to email@example.com with your name, the name of your organization, and your contact information. If you are bringing a guest, please include his/her name and contact information.
Richard (Rick) Peck received his CERTIFIED FINANCIAL PLANNER designation in 2011, his Chartered Advisor in Philanthropy® designation in 2013, and his Chartered Financial Consultant® designation in 2016. He currently serves as Director of Leadership Initiatives & Gift Planning at Dartmouth-Hitchcock and the Geisel School of Medicine at Dartmouth. In this position, he regularly works with individuals and families regarding outright and planned gifts to the academic medical enterprise. Before joining Dartmouth, Rick managed a private practice as a personal financial advisor. Rick received his MBA from Baker College, and he holds a B.A. from the University of Massachusetts, Lowell.
We will start with the basics of Results-Based Accountability with an overview explaining the difference between population level accountability and performance level accountability. We will then take a deep dive into performance management, developing RBA grids for participant programs.
After two weeks of preparation, teams prepare to start using their data in organizational decision making. The “Turn the Curve” exercise is introduced at the program level. This is a tool-based, hands on workshop introducing the potential of RBA to be used to structure meetings and solve problems.
If you have any questions, please contact Julie van der Horst Jansen, BusinessManager with Benchmarks for a Better Vermont at firstname.lastname@example.org, or (802) 258-9204. To learn more about RBA, visit the Benchmarks for a Better Vermont website at www.bbvt.marlboro.edu.
BROC is generously hosting the event in their nonprofit space.
Parking is free and available onsite.
Kate McGowan, is a Benchmarks Lead Trainer and the Executive Director of the United Way of Addison County. She has worked to successfully integrate RBA into the work of the United Way, and has coached and trained nonprofit organizations throughout Vermont through her involvement with Benchmarks. Kate has attended numerous trainings with Mark Friedman, and was certified as a Results-Based Accountability trainer in 2014.
The Association of Fundraising Professionals – Northern New England and the Marlboro College Center for New Leadership are proud to present a breakfast workshop networking event.
Hiring good development professionals who can do great work for your organization is not rocket science, but there are a few tips that can help you improve your odds of getting and keeping the right person. People who know how to raise money are in high demand and organizations, particularly in more rural areas, struggle to find qualified development staff. This seminar will explore how non-profits can better attract, hire, manage and retain high-performing employees, look in unexpected places for talent, set realistic goals, ensure that board and other staff members know what is expected of them when raising money and establish a work environment that supports development professionals, especially younger staff members.
Maryann LaCroix Lindberg, CFRE is President and founder of Philanthropy Resource Group, a non-profit consulting firm that provides support to non-profit organizations throughout New England. She brings to the non-profit world more than 35 years of experience in fundraising, non-profit and board management and consulting, marketing and public relations, financial investment and community relations. Most recently VP for Advancement at Keene State College, she has worked at institutions that range from small non-profits to large institutions such as Penn State and the University at Buffalo and has raised more than $100 Million over the course of her career.
Having received a B. A. from Bucknell University and an M. B. A. from Penn State University, Maryann is also a Leadership NH alumna from the Class of 2011. She is past board chair of the Greater Keene Chamber of Commerce, is Board Vice President of the Planned Giving Council of NH & VT, a 30-plus year member of the Association of Fundraising Professionals, and is very involved with regional arts organizations. She and her husband reside in Swanzey, NH, and have two grown children and two big dogs. On the rare occasions when she is not working or volunteering with non-profits, Maryann loves to grow flowers and swim off the coast of Maine.
Save the date for the Spring 2017 Nonprofit Luncheon: The Data Driven Nonprofit
Event Time: 11.30 – 2 p.m. Registration starts at 11:00 a.m.
Nonprofit organizations are vital to making meaningful change in the world and they have significant amounts of untapped potential in their data. Unfortunately, many nonprofits lack the strategies, skills, and guidance to make better decisions based on their data.
Join us for Common Good Vermont’s Spring Nonprofit Luncheon on April 18th at Noon at the Double Tree in South Burlington to learn how “big data” is completely transforming how companies drive their decision making and how Vermont nonprofits can tap the potential of their data, make better decisions and achieve improved community outcomes.
About the Presenter
We are pleased to present Steve MacLaughlin, Vice President of Data & Analytics at Blackbaud, and author of the current Amazon best seller “Data Driven Nonprofits”. Steve brings his 20+ years of experience driving innovation with a broad range of companies, government institutions, and nonprofit organizations. MacLaughlin has been featured as a fundraising and nonprofit expert in many mainstream publications, including The New York Times, The Washington Post, The Los Angeles Times, The Boston Globe, The Chronicle of Philanthropy, USA Today, Bloomberg, and has appeared on NPR.
The Center for New Leadership is thrilled to announce that the third annual Board Leadership Institute and Get On Board Fellows program will be offered in collaboration with the Hannah Grimes Center in Keene, NH this Spring.
An effective board is critical to the success of any nonprofit. By popular demand, Marlboro is offering its third Board Leadership Institute in the spring of 2017.
The Board Leadership Institute is a collection of workshops that, taken together, introduce board members to the most important knowledge and skills for successful board service. We frequently hear from boards who want help transforming their organizational culture, or that need assistance being effective leaders and champions for the nonprofits they serve. The 2017 series begins on April 22nd. There are two full day workshop on Saturday April 22 and May 13 and five Thursday evening workshops that meet from 6:30-8:30.
For greatest impact on a board as a whole, we highly recommend that a board sign up for the full series as a board team and have steeply discounted this option to make it as affordable as possible. There are also ticket options for individual sitting board members who wish to complete the whole series, and for those who want to attend only a subset of the workshops. If you have questions about which ticket is most appropriate for you or your organization, please contact Kim Lier (email@example.com). Kim can also arrange for invoice or check payment, if necessary.
The Get On Board Fellows Program gives young people, ages 22-44, the opportunity to build leadership skills and their personal and professional network while preparing to serve their community. Fellows attend the Board Leadership Institute workshops along with board member participants. They also attend Fellow-only orientation and personal leadership development sessions. All of this is available to Fellows for $100-200, sliding scale, which is less than half the full cost. Through these events, Fellows will build relationships with each other, and with members of local nonprofit boards.
Ticket Type Overview:
This year we are happy to be offering an Early Bird discount of $100 for Thru Passes for teams and individuals who register by March 13, 2017!!
Early Bird Board Team Thru Pass – $700: Two seats for all workshops Attendance can be rotated among board members and the ED. Strongly encouraged for best organizational impact. Must register by March 13, 2017.
Board Team Thru Pass – $800: If registered after March 13 deadline.
Early Bird Individual Thru Pass – $400: One seat for all workshops. Must register by March 13, 2017.
Individual Thru Pass – $500: If registered after March 13 deadline.
A La Carte – Space available basis only: $40 for evening sessions; $200 for full-day sessions Register for one or more workshops as an individual.
April 22 (SAT) Board Roles and Responsibilities with David Grant 9:00-3:00
April 27 (TH) Fiscal Literacy for Board Members with Kate McGowan 6:30-8:30
May 4 (TH) Impassioned Engagement: What’s your story with Joe Heslin 6:30-8:30
May 11 (TH) Managing Board Conflict with Greg Hessel 6:30-8:30
May 13 (SAT) Fundraising/Friendraising with Andy Robinson 9:00-3:00
May 18 (TH) Board Toolbox: Do you have the tools you need with Claire Wheeler 6:30-8:30
May 25 (TH) Bringing It All Together with Kate Jellema & Kim Lier 6:30-8:30 (Not available a la Carte)
Thank you, Vermont Commission on Women, for sharing:
Mercy Connections is pleased to share that Lisa Ventriss, President and CEO of Vermont Business Roundtable, will be this year’s recipient of the Catherine McAuley award, exemplifying Mercy values and the example of Catherine McAuley, foundress of the Sisters of Mercy.
The Annual May Luncheon highlights the many programs and participants we support all year long and the results that are important to our community.
SAVE THE DATE!
VBSR’s Marquee event returns for the 27th year on May 17, 2017. Our call for sponsors and workshop proposals is open!
Highlights of Event Include:
– A Keynote Address by Josh Birkholz, a highly-regarded consultant and dynamic speaker from Bentz, Whalley, and Flessner (Minnesota) on “Predicting the Next Planned Gift.”
– An “Endnote Address” by Thom Lockerby of Phillips Academy (and formerly of Dartmouth) on “Hacking Human Nature: How Behavioral Economics Informs Fundraising Success.”
– Breakout sessions featuring Abbie Von Schlegall (“Women Driving Philanthropy”), Laura Alexander (“Preparing Your Donors for the Real Estate Gift Journey”), Michael Pannebianco (“NH and VT Trust Laws: Differences That May Matter”), and keynoter Josh Birkholz (“Applied Analytics”).
– Our Council’s annual meeting – and great networking! We’ll also have a great lunch and, at the end of the day, a relaxing social hour!
Watch for information in early April on the June 1 conference – and see you there!