Approved for 5.0 CFRE Credits

Health Giving Presents:
Health Giving Presents:

Schedule & Sessions

subject to change


Thursday, November 7, 2019

9:30 am

Registration Opens

Event Details

9:30 am

Registration Opens

Light breakfast and networking

10:00 am

Opening Remarks

Event Details

10:00 am

Opening Remarks

10:15 am

Engaging the Savvy Investor: A Look at Donor-Advised Funds

Event Details

10:15 am

Engaging the Savvy Investor: A Look at Donor-Advised Funds

Presented by: Marlene A. Casini, CAP, Delaware County Foundation


Recent years have seen smart investors increasingly leverage their wealth and giving power through the use of Donor Advised Funds. Whether managed through for-profit investment firms or non-profit community foundations, the use of these funds has the potential to restrict your organization’s capacity to secure multi-year pledges, complicating traditional approaches to capital campaign fundraising,-- not to mention other long-term giving opportunities. Regardless of your professional experience, understanding how Donor Advised Funds work—and how to work with those who decide their distributions—will strengthen your position in every solicitation you make.

11:15 am

Engagement Through Better Information Management

Event Details

11:15 am

Engagement Through Better Information Management

Presented by: Dan Barney, Barney & Associates

  

Good data drives smart, effective fundraising-- making information management one of your most important development tools! The value you receive from this investment, though,  is only as strong as your data management practices, which should strive to optimize opportunity in consideration of capacity. Hear from an industry veteran with both development and data management expertise about how to apply best practices, leverage coding, build reporting and embrace routine maintenance of your data so your program can cultivate donors and prospects. We will discuss data management best-practices, system integration, strategic segmentation, Moves Management and actionable analytics.

12:15 PM

LUNCH & BREAK

Event Details

12:15 PM

LUNCH & BREAK

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About Health Giving

Health Giving

Since 2013, Health Giving has conducted operational audits, strategic plans, feasibility studies, grateful patient initiatives, and crafted campaign plans for many health care organizations.  We focus exclusively on the needs of health systems, community hospitals, post-acute health care organizations, and health-related nonprofits. We are a highly-specialized consulting firm comprised of senior health care philanthropy executives who have led both at the strategic and operational levels, with strong track records in developing, driving, and managing health care fundraising improvement and development.  Learn more by going to health-giving.com