Ohio AHP Conference

Sponsored by

Health Philanthropy Services Group

Presenting Sponsor

Accordant Philanthropy

Exclusive Lunch & Meeting Sponsor
Lanyard Sponsor

1157designconcepts Howard & O'Brien Executive Search JacqConnect
 
 

Agenda ... click here for session descriptions | click here for speaker bios

Thursday, April 6

8:00 - 9:00
Registration & Continental Breakfast
Networking & Meet the Sponsors

9:00 - 10:15
The Psychology of Philanthropy
presented by William F. Bartolini, PhD, ACFRE
Senior Philanthropic Advisor for Principal Gifts,
The Ohio State University

10:15 - 10:45
Break with Sponsors

10:45 - 12:00
Asking with Confidence
presented by William F. Bartolini, PhD, ACFRE
Senior Philanthropic Advisor for Principal Gifts,
The Ohio State University

12:00 - 12:45
Networking Lunch & OAHP Annual Membership Meeting

12:45 - 1:30
Luncheon Keynote: On Finding Fabulous
presented by Suzanne Allen, PhD
President & CEO, Philanthropy Ohio

1:30 - 2:30
Donor-Focused Special Events
presented by Diane Sharp
Director of Community Partners & Events,
The Ohio State University Wexner Medical Center

2:30 - 3:00
Break with Sponsors

3:00
Bus to The Ohio State University James Cancer Hospital and Solove Research Center

3:30 - 5:00
Donor Relations and Stewardship Overview & Tour of The Ohio State University Comprehensive Cancer Center – Arthur G. James Cancer Hospital and Richard J. Solove Research Institute Geared toward Donors
presented by Danna Grant
Director of Donor Relations & Stewardship,
The Ohio State University Wexner Medical Center

5:00
Bus to the Sheraton

6:00
Networking and Dinner (included in conference tuition)

Friday, April 7

8:00 - 9:00
Registration & Full Breakfast
Networking & Meet the Sponsors

9:00 - 10:15
Planned Giving: Selecting the Ask
presented by Nelson Wittenmyer, Esq.
Vice Chairman, Philanthropy Institute
Cleveland Clinic

10:15 - 10:45
Break with Sponsors

10:45 - 12:00
Planned Giving: Closing the Gift
presented by Nelson Wittenmyer, Esq.
Vice Chairman, Philanthropy Institute
Cleveland Clinic

12:00
Final Remarks & Adjournment

CFRE CREDITS

CFRE

This conference has been approved for up to 8.25 CFRE credits. Click here for documentation.

CFRE certification serves as an impartial, third-party endorsement of your knowledge and experience of international standards in philanthropy. It adds to your credibility as a fundraiser and sets you apart from other professionals as a veritable steward of the public trust. For more information about the certification process, visit www.cfre.org.

Session Descriptions

The Psychology of Philanthropy
presented by William F. Bartolini, PhD, ACFRE
Senior Philanthropic Advisor for Principal Gifts, The Ohio State University

We admit it – people are complicated! But how can we understand what they bring to the table and what they consider when thinking about making a gift? Bill Bartolini, Ph.D., ACFRE, will untangle the web of donor motivations, emotions, attitudes – and how people make decisions – to provide a clear list of questions you need to consider as you engage donors in making gifts. We’ll look at variables affecting the organization, the donor, and YOU.

Participants will gain knowledge about the importance of clear and compelling mission statements for fundraising effectiveness and the impact that clarity has on board and executive leadership.

Asking with Confidence
presented by William F. Bartolini, PhD, ACFRE
Senior Philanthropic Advisor for Principal Gifts, The Ohio State University

Asking for money can be exhilarating – and it can be frightening, too!  That’s why it’s best to have a plan.  Join us for this engaging and interactive session where we come face-to-face with major gift asks. We’ll share how to prepare for the ask, make it, and address the questions you may hear from your prospects. 

Participants will gain knowledge about how to succeed at a first-time capital campaign even when the odds seem long and the organization did not have experience in annual or major gift fundraising.

On Finding Fabulous
presented by Suzanne Allen, PhD
President & CEO, Philanthropy Ohio

It's hard to stand out as a professional fundraiser in the world of philanthropy. There's a shifting ecology with new demands for fundraisers, as well as new players, new tools and new competition for gifts.

So how do you distinguish yourself in the sea of fundraisers (besides bright shiny jewelry, blinking neckties, and glossy case statements)? Suzanne Allen, PhD, invites you on her journey in the land of fabulous and will share with you a few memorable lessons learned along the way.

Donor-Focused Special Events
presented by Diane Sharp
Director of Community Partners & Events, The Ohio State University Wexner Medical Center

Sometimes, the purpose of special events isn't to raise a lot of money - the goal is to build a passion for your mission in potential donors so that eventually they will become enthusiastic volunteers and philanthropists. Diane Sharp will present her vision of special events and how she implements it through a variety of activities that produce concrete results.

Diane's experience and donor-centric approach help ensure thoughtful, meaningful and effective event strategies that complement overall development goals. We all know events require a lot of resources— she just wants to help you get the most out of your efforts!

Donor Relations and Stewardship Overview &
Tour of The Ohio State University Comprehensive Cancer Center – Arthur G. James Cancer Hospital and Richard J. Solove Research Institute Geared toward Donors

presented by Danna Grant
Director of Donor Relations & Stewardship, The Ohio State University Wexner Medical Center

Donor relations and stewardship are the keystones of philanthropy - if you do not do them well, your donors will not repeat nor increase their donations. Danna Grant will present an overview of how her department manages these two important aspects of philanthropy.

Afterwards, her staff will take you on a tour of The Ohio State University Comprehensive Cancer Center – Arthur G. James Cancer Hospital and Richard J. Solove Research Institute as if you were a donor so that you can hear how they present the facilities to entice donors to give to their cause.

Planned Giving: Selecting the Ask
presented by Nelson Wittenmyer, Esq.
Vice Chairman, Philanthropy Institute, Cleveland Clinic

This session will offer a review of planned giving vehicles with a focus on applying these options to the most likely scenarios a fundraiser will encounter while "down in the trenches". Learn how to identify which gift options will most likely be the most attractive to the donor based on their age, family dynamics, wealth and charitable goals.

Planned Giving: Closing the Gift
presented by Nelson Wittenmyer, Esq.
Vice Chairman, Philanthropy Institute, Cleveland Clinic

Next step: Presenting and closing the gift! The active application of gift planning information to match donors' wishes within the spectrum of gift options. Join in through Q&A and actual case studies.

return to the agenda

Speakers

Dr. Suzanne AllenSuzanne Allen, PhD, serves as the president and CEO of Philanthropy Ohio and brings a wealth of knowledge and experience from over 30 years in marketing, development and leadership roles in public and private organizations. She is committed to helping people engaged in philanthropy become more effective, powerful change agents so that our communities and our region are strengthened.

As a recognized advocate and convener trusted to represent the interests of Ohio philanthropy in the state and the nation, Suzanne leads a staff of eleven and together they serve over 220 member organizations whose assets total nearly $11 billion and who invest over $700 million annually, assisting nonprofits and community needs.

Prior to her appointment with Philanthropy Ohio, Suzanne was the vice president for development and donor services for Akron Community Foundation. During her career, she has held teaching, senior development and leadership positions with several universities, as well as acting as a private consultant serving clients nationally in the nonprofit and academic sectors. She holds degrees in English from Columbus State University in Columbus, Georgia, a Master's in Marketing from the University of Georgia and a PhD in Human Resource Development/Strategic Planning from Georgia State University.

Suzanne values her service on many boards and her role as a volunteer. She currently serves on the Attorney General's Charitable Advisory Council, Independent Sector's Membership Engagement Committee, the United Way of Central Ohio's Strategic Planning and Development Committees and their Women's Leadership Initiative and the Leadership Committee for Access in Akron. Suzanne is also co-chairing the national conference committee for the Giving Forum this year. She is a former board member of the Alumni Board of Leadership Akron and the Northeast Ohio chapter of the Association of Fundraising Professionals (AFPNEO).

Suzanne has been recognized by the Columbus Business First newspaper as one of the area's "People to Know in Not-for-profits," as well as by Northern Ohio Live magazine as an Athena Awards finalist. The Girl Scouts of Northeast Ohio recognized her as a "2015 Woman of Distinction," and her alma mater, Columbus State University, honored her with the "2015 Excellence in Alumni Achievement Award." Additionally, Suzanne's been recognized regionally and nationally as a writer and speaker on topics related to organizational culture, leadership and, of course, philanthropy.

 

Bill BartoliniBill Bartolini, PhD, ACFRE, is recognized as an AFP Master Teacher who regularly presents at the AFP International Conference and other gatherings. He is known as an entertaining and engaging presenter who taught Major Gifts at Columbia University's Masters in Fundraising and Nonprofit Management program.

Bill is currently Senior Philanthropic Advisor for Principal Gifts at The Ohio State University, where he is responsible for building the capacity to raise gifts of $5M+ for the Wexner Medical Center and the Health Science Colleges.

Prior to accepting his post at Ohio State University, Bill was responsible for preparing 13 schools and units at The George Washington University for their first one billion dollar campaign.  He also has raised funds for Kent State University, where he was on the senior team for their first comprehensive campaign, and Northeastern University, where he sparked the completion of a lagging $200 million campaign. He has also worked at the University of Illinois and several other nonprofit organizations.

Bill received his undergraduate degree from Ball State University, his masters from Indiana University, and his PhD from Kent State U., where his dissertation focused on what people think and feel when asked for a gift.

 

Danna Grant

Danna Grant is the Director of Donor Relations for The Ohio State University Wexner Medical Center. Danna began her career in development 15 years ago at Ohio State, and now continues her passion for the Buckeye Nation in her current position. In this role, she is responsible for driving donor engagement and stewardship by providing memorable experiences and highlighting the significant impact of their philanthropic support. Most recently, Danna coordinated a campus-wide event to celebrate major gift donors and the immense impact of their giving during the capital campaign with presentations from physicians performing revolutionary medicine.

Danna has seen every step of the donor cycle in action, and has experience in annual giving, planned giving, donor recognition, reporting and more. Previously, Danna served for four years as the Executive Director of Advancement Relations at the University of Dayton. There she was able to development an affinity program designed to continue donor and alumni engagement across life-stages.

 

 

Diane Sharp

Diane Sharp is Director of Events and Community Partners of The Ohio State University Wexner Medical Center and Ohio State's Comprehensive Cancer Center – Arthur G. James Cancer Hospital and Richard J. Solove Research Institute. In this role, she is responsible for a team that produces approximately 65 events annually, ranging from intimate donor engagements to signature fundraising experiences. She also directs a team that provides support, guidance, training and stewardship to more than 300 individuals and groups who voluntarily host events to raise funds on behalf of OSUWMC or OSUCCC – James.

Prior to joining OSU, Diane spent 16 years in small-shop development roles, where the teams ranged from 1.5 – 7 FTEs and the duties spanned everything from data entry and licking envelopes to calling a show and asking for a major gift. Over the years, she acted as lead producer and fundraiser for events including the American Red Cross of Greater Columbus (ARCGC)'s Humanitarian of the Year Award Luncheon, ARCGC's Golf Tournament, Columbus College of Art & Design's Senior Fashion Show, and scores of smaller engagement gatherings.

 

Nelson Wittenmyer, Esq.Nelson J. Wittenmyer, Jr., JD, LLM, is the Vice Chairman of the Philanthropy Institute at the Cleveland Clinic Foundation. He is responsible for the consultation and implementation of principal gifts, heritage gifts, and gift planning as well as the administration of Cleveland Clinic's PYRAMID Legacy Society. Nelson also serves as liaison to the General Counsel, Finance, and Real Estate divisions.

In addition to relationship building initiatives, Nelson oversees the Gift Planning and Alumni Relations teams. Nelson has vast experience and utilizes various gift options and trust vehicles when working with estate and wealth philanthropy planning for individuals and families.

Before joining the Clinic, Nelson practiced law in the Cleveland offices of Jones, Day, Reavis & Pogue and Benesch, Friedlander, Coplan & Aronoff. Nelson has served as an adjunct professor in the Masters of Taxation program at Case Western Reserve University's School of Law and at the University of Akron's School of Business.

Additionally, Nelson has served on the Board of Directors of the National Committee on Planned Giving and as President of the Northern Ohio Planned Giving Council, as well as consultant to numerous non-profit development departments throughout the Great Lakes region. Currently, Nelson is also the associate volleyball coach at Case Western Reserve University.

 

TuitionRegister by March 6th for a $25 Discount!

Full Conference

$275 for OAHP Members
$350* for Non-OAHP Members

*Includes one-year membership in OAHP

Don't know if you are a current member?
Check out the list of members on our home page to find out.

Single Day

$175 for OAHP Members
$250* for Non-OAHP Members

*Includes one-year membership in OAHP

 


Registrations and payments encouraged by March 30. No refunds issued after this date. Your confirmation will be emailed to you.

Location & Accommodations

Sheraton Columbus at Capitol Square

75 East State Street, Columbus, OH, 43215
Phone: (614) 365-4500
website

On Thursday, busses will transport attendees to the
The Ohio State University James Cancer Hospital
and return them to the Sheraton

 

Bring your family and extend your stay in Columbus ...
The Sheraton has agreed to extend the special pricing
before and after the conference!

Click here to make reservations

Group rate - $119 plus tax.

Valet parking - $26 per day/includes in-and-out priveleges (mention OAHP and it drops to $17 per day!)

Present your sales tax exemption certificate at check-in for further savings.

Tour the Capitol Building ... tours start after 3 on Friday, hourly starting at noon on Saturday; don't forget to visit their museum, galleries, and gift shop!

Shop at North Market ... more than 30 merchants vend a wide variety of fresh, local, authentic food.

Visit the Columbus Museum of Art ... featuring the "A Dangerous Woman" exhibition

 

See the unique Cirque de la Symphonie at the Ohio Theatre ... Cirque de la Symphonie is a unique and elegant fusion of cirque and orchestra, adapting the stunning artistry of cirque with the majesty of a full symphony orchestra.

or Rocktopia Live at the Palace Theatre ... just in case you walk a little on the wild side!

And finish your trip at the Columbus Zoo ... even wilder yet!

https://www.experiencecolumbus.com

Contact Us

RECEIVE OUR ANNOUNCEMENTS

Jacquie Skrzypiec
Program Administrator

330-329-2472

info@OhioAHP.us

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