AFPSD
February Progam

Friday, February 12, 2010
Doubletree Hotel Mission Valley

Morning Workshop

Raising Big Bucks:
Technology to Enhance Major Gift Fund Raising
9:00 a.m. - 11:00 a.m.

Designed for a team with development director plus associate or technology support staff.

Lecture/overview of the concept of “moves management” and major gifts best practices and how a donor database system can be a tool to support the moves process.

Hands-on, visual demonstrations of the software systems, but focus on concepts rather than specific functions of specific software. Sample database: The Raiser’s Edge by Blackbaud.

“Lightning Round” demonstration of Moves Management on other software products:
Sage, Donor Perfect, CiviCRM, Salesforce.com

Presenter:         Dawn Bailey, Consultant, Blackbaud
Moderator:        Cheri Choy, Community Innovations Consulting

Software Demonstration Studio
11:00 a.m. - Noon

The software demonstration studio is a series of informal small group circles staffed by invited software representatives: software company employees, independent consultants or nonprofit development staff who will provide on-going demonstrations and engage in informal conversations. The demonstration studio is a value-added benefit to those attending the luncheon programs that were unable to attend the morning workshop.

 Location: lobby outside ballroom near registration table with name badges.  

CiviCRM / Open Source Free Software, James Adams, Consultant (Member, AFPSD)

Donor Perfect, Chad Koenig, Donor Perfect Account Manager

eTapestry, Colleen  Lukoff, Development Consultant (Member, AFPSD);
Megan Beardsley, Administrative Assistant, Employment & Community Options

GiftWorks, Lisa Saneda, Executive Director, P.A.W.S. San Diego (Member, AFPSD)

iPhone Apps, Michael Capone, Marketing Professor at SDSU & UCSD

Sage Fundraising Products: Michael Golub, Sage software consultant

Salesforce.Com CRM, Daniel Sinton, Director of Development, Ronald McDonald House
Charities San Diego (Member, AFPSD) Michael Capone, Marketing Professor, SDSU & USD

The Raiser’s Edge, Dawn Bailey, Consultant, Blackbaud

Luncheon Presentation
Noon - 1:30 p.m.
Techs2Buck$: Finding Gold in your Database:
Success Stories & Best Practices

A panel of presenters will share success stories and best practices in the use of technology to increase fund raising production from several perspectives:

1. Donor Database Survey conducted by Nonprofit Management Solutions-best practices.
   
   
2. A consultant's perspective on how successful nonprofits use a donor database to raise major gifts, implement a relationship building process and cultivate high capacity donors.
   
   
3. A senior development professional from a local nonprofit share success stories that used technology to raise more funds.

Presenters:

Moderator: Cheri Choy, Consultant, Community Innovations
Mary Gross, Director, INFO Tap San Diego, Nonprofit Management Solutions, San Diego.
Dawn Bailey, Technology-Development Consultant, Blackbaud, Inc.
Eowyn Bates, Director of Development, San Diego Natural History Museum
Ann Laddon, Vice President-Development, San Diego Natural History Museum

Software Demonstration Studio / User Group Networking
1:30 p.m. - 2:00 p.m.

Following the luncheon presentations, attendees are invited to continue discussions with software demonstrators. A few demonstrators will be organizing user groups. A schedule of meetings and locations will be shared at the luncheon prior to dismissal.