Home - Conference Program

2010 NAYDO Conference on YMCA Philanthropy

The 2010 Conference program is outlined below.

This section is divided into several parts:

Part 1: Educational Track Workshops (including Philanthropy School)

Part 2: Keynotes and General Sessions

Part 3: Preconference Optional Events

Part 4: Networking Opportunities and Special Events

Part 1: Educational Track Sessions (including Philanthropy School)

Educational Tracks are designed to guarantee all aspects of YMCA financial development are covered in some way: Annual Support, Marketing and Communications, Capital Development, Endowment and Planned Giving and Board and Volunteer Development. Two NEW TRACKS in 2010:

Major Gifts Track
Volunteers Only Track (presented from the volunteer perspective specifically for volunteers). This is different from the Board and Volunteer Development Track which is designed to assist staff in furthering their work with volunteers.

A Special Interest Track is provided to cover topics of interest that may not fit in the traditional tracks. Mix and match track sessions to your YMCA’s needs. No advance sign-up is required for these sessions.

Recommended Audience: While you may attend any workshop you want, presenters have identified what groups their material will be most helpful to using the following codes:

NFD - New Financial Development Staff

SFD - Seasoned Financial Development Staff

MC - Marketing & Communications Staff

PD - Program Directors

EX - Executive Directors, CEOs, COOs

BD - Board Members

FV - Fundraising Volunteers

ALL - Everyone

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NOTE: Attendees can choose between taking one 3-hour Philanthropy School session that begins at 2:00 pm or two 1 ¼ hour Educational Track Workshops the first of which begins at 2:15 pm.

Philanthropy School

Thursday, April 8 2:00 – 5:00 pm

Annual Support Track

Fundamentals: Annual Community Support Campaigns – Model Practices for Implementing Your Staff Supported Volunteer Driven Campaign

Erik J. Daubert, MBA, ACFRE, Nonprofit Management Specialist

Recommended for: All but especially helpful for NFD, PD, BD, FV

Learn the YMCA model practices for implementing a volunteer-driven annual community support campaign which is the foundational piece for developing a philanthropic culture within your YMCA to support attracting future major gifts. The focus of the session will be on developing your campaign case to motivate and inspire staff, volunteers, and donors; building your campaign plan; and developing strategies for securing meaningful gifts from staff, board, you YMCA membership and the community. In this session participants will:

1. understand and be able to develop a campaign case for support

2. begin to have the tolls to develop an annual campaign plan

3. become more competent in motivating and engaging volunteers

4. understand how to seek and obtain annual campaign gifts.

Capital Development Track

Fundamentals: Capital Development Planning and Readiness for Fundraising

David Ports, Chief Executive Officer, Greater Missoula Family YMCA, Yuriy B. Zajac, AIA, Assoc. RAIC, Architect/Property Development Specialist, YMCA of the USA

Recommended for: SFD, EX, BD, FV

This session will briefly cover the 8 phases of a capital development program to acquaint you with the proven recommended process to implement a successful YMCA capital development program. As a result of this session, participants will:

1. Understand the sequential steps to building a capital development program

2. Discover how to build a compelling and appealing case for support

3. Identify and cultivate both campaign leadership and donor prospects.

Endowment & Planned Giving Track

Fundamentals: How to Begin or Reinvigorate Your Heritage Club/Endowment Development Program

Dan Maier, YMCA of Metropolitan Detroit

Ron Coulombe, MBA, CFRE, Consultant

Recommended for: NFD, EX, BD, FV

This session will introduce you to YMCA model practices in endowment development. This 3-hour basic course will show you the fundamentals of how to begin or reinvigorate a Heritage Club/endowment development program at your local YMCA that will lead to financial strength and viability for your YMCA for generations to come. There will also be a component on the fundamentals of the process of asking for the gift. As a result of this session, participants will:

1. leave with a logical plan and process for creating or revitalizing their endowment program

2. possess a PowerPoint presentation that can be tailored to their YMCA and their community to "move" the endowment discussion to action

3. understand how the "endowment ask" differs from a "campaign ask"

2. understand how awareness, interest, involvement, linkage and trust are critical to endowment donors.

Special Interest Track

Turning YMCA Facility Members Into Donors

Ida Thomas, Vice President, Program Development and Research, YMCA Canada, Carol Schmidt, CFRE, Sr. Financial Development Resource Specialist, YMCA of the USA, and staff representing Ys that participated in the project: Cathi Duchon and Marcia Luke-Vandijk, Ann Arbor YMCA, Jim Commerford and Bryan Webber, YMCA of Hamilton/Burlington/Brantford, Robyn Furness-Fallin and Stacey Stevens, Metro Atlanta YMCA

Recommended for: ALL

For the past year three YMCAs have been testing strategies to improve the conversion of YMCA facility members to donors as part of a research project conducted by Cygnus Applied Research, Inc. Staff representing the Ann Arbor YMCA in Michigan, the Decatur-DeKalb Family Y of the YMCA of Metropolitan Atlanta, and the Hamilton Downtown Family Y of the YMCA of Hamilton/Burlington/Brantford will present strategies used for communication and solicitation and will share their learnings and results. As a result of this session, participants will:

1. learn about the Applied Research Findings of turning YMCA facility members into YMCA donors

2. learn and hear examples of how to increase awareness of the need for charitable donations with facility members

3. learn and hear examples on preparing staff and volunteers for new approaches to communication and successful fundraising for the annual campaign.

Educational Track Workshops: Round I

2:15 – 3:30 pm

Board & Volunteer Track

Relationship Between CEO and CVO and How That Can Impact Philanthropy

John Mark “Journey” Johnson, YMCA of Middle Tennessee, Leilani Boulware, YMCA of Middle Tennessee Incoming CVO

Recommended for: SFD, EX, BD, FV

Strong leadership at the top of the organization is key to philanthropic success in YMCAs. The relationship between the CEO and CVO is critical to providing strong leadership. Hear from the CEO and CVO how that relationship has impacted the YMCA of Middle Tennessee. As a result of this workshop, participants will:

1. better understand the unique and important relationship between CEO and CVO

2. learn the importance of a vision that is inspiring and provides a purpose to serve others - Vision Casting

3. discover how a strong CEO-CVO relationship can set the tone for creating a philanthropic culture throughout the YMCA ministry.

Marketing & Communications Track

Strategies for Engaging Storytelling in Fundraising Materials

Jennifer Mau, YMCA of Metropolitan Los Angeles

Recommended for: NFD, SFD, MC, EX

Testimonials from members, donors and program participants are an effective and engaging ways to convey the YMCA's key messages, inspire member involvement and raise funds. This workshop will present case studies across media platforms. As a result of this session, participants will:

1. learn how to find the best stories at your Y

2. discover how to best capture those stories through photography, the written word, and news media

3. find out how to select stories that can help your Y achieve its membership and fundraising goals.

Special Interest Track

Are Leaders in Philanthropy Born or Made?

Karla Williams, MA, ACFRE, The Williams Group

Recommended for: SFD

Karla Williams, MA, ACFRE, will challenge you with an 11 Step Leadership Development process that YMCA staff, board members, and volunteers can use to intentionally strengthen the philanthropic culture at their YMCAs. This session is designed to help you stretch to meet your highest potential personally and professionally. Hands-on experiential techniques will be used to stimulate your thinking and give you practical take-home exercises to use with others. As a result of this session, participants will:

1. learn how to measure and develop leadership characteristics

2. discover how to exhibit leadership from the middle, not just the top

3. understand how different organizational stages require different approaches

4. develop behaviors that will positively impact and inspire philanthropy.

Major Gifts Track

Developing Relationships with the Next Giving Generation – Do They Know You?

Constance M. Clark, Jeffrey Byrne & Associates & Mission Possible Nonprofit Solutions, Ltd., Tim Shetzer, YMCA of Central Stark County, Rick Miller, YMCA Volunteer

Recommended for: SFD, EX, BD, FV

YMCAs must be proactive in developing relationships with the next generation of donors, decision makers, and potential board members or we will be left behind on the funding curve in the next few years. Leadership in foundations, corporations, and businesses that have long standing relationships with the YMCA will soon have new leadership due to the boomers and the older generation retiring in large numbers all at once. YMCAs can be fooled into thinking they can stand on their laurels of their past relationships with community leaders and philanthropists but this complacency can be deadly. The next generation of donors, decision makers and potential board members may not know the YMCA at all. Some younger leaders may not understand the YMCA mission or view what we do as crucial for local communities. It is vitally important that YMCA board and staff leadership recognize that the next wave of community leaders may not know us at all. We cannot assume long term relationships from the past will equate to a continuation of the relationship with the next generation of leaders. As a result of this workshop, participants will:

1. be aware of the extreme changes in leadership that are occurring in foundations, etc.

2. discover that you must be proactive and take the lead in meeting these new leaders

3. hear about what the new leaders tend to care for, how they give, and how to approach them

4. be inspired to bring this new generation of leaders onto your YMCA board NOW.

Special Interest Track (Note time: 2:15 - 3:00 pm only)

Q & A with Keynote: The Impact of Social Networking on Philanthropy and Its Relevance in the Nonprofit World

Barry Libert, Social Networking Expert/Author

Recommended for: All whose questions weren't answered during the keynote session

Opening luncheon keynote Barry Libert is available to take questions for 45 minutes during this workshop time block on his presentation about the impact of social networking on philanthropy and its relevance in the nonprofit world.

Educational Track Workshops Round 2 3:45– 5:00 pm

Special Interest Track

Funding Educational Initiatives

Monique Hanson, YMCA of the USA, Sally McMillan, YMCA of the USA, Jarrett Royster, YMCA of the USA

Recommended for: ALL

This session will highlight the YMCA's strategic interest in developing, implementing and funding educational access and success initiatives, particularly for low-income and underserved populations. This workshop will also help local YMCAs understand potential funders and program partners for this work. As a result of this session, participants will:

1. gain an understanding of the YMCA's strategic interest in programs that help provide programming for educational access and success

2. learn about fund raising for educational access through Y-USA

3. understand the needs of local and regional funders for this work.

Marketing & Communications Track

It’s Not All About Twitter

Alice Kaderlan, YMCA of Greater Seattle

Amy E. White, YMCA of Greater Seattle

Recommended for: NFD, MC, FV, PD

Even in the age of Facebook and Twitter, print materials are an essential part of fundraising campaigns. This session will focus on how the YMCA of Greater Seattle has created engaging print collateral for both its annual Partners with Youth Campaign and its $40 million capital campaign. Participants will also learn how that collateral was integrated with other donor materials like the annual report and organization-wide newsletters for the greatest possible impact. As a result of this session participants will:

1. discover the role of print materials in creating awareness of fundraising campaigns and how to create individual pieces that are strategic on their own as well as integrated into the awareness-raising process.

2. learn how to integrate the messaging and look and feel of campaign materials into the larger organizational message platform and visual identity.

3. see how to create fundraising materials that serve both as effective background information for campaigners as well as leave-behinds for prospective donors.

Volunteers Only Track

A Volunteer’s Perspective: Creating Dynamic Boards that Fundraise

David Sternberg, Loring, Sternberg and Associates

Recommended for: EX, BM, FV

This engaging session will provide board members and CEOs with an insight into building a dynamic board equipped to experience success in fundraising. Presented by best-selling author Dave Sternberg from his perspective as a volunteer board member, Dave will introduce the topics of self evaluation, the asset/skill matrix and other best practices in board recruitment and governance. As a result of this session, participants will:

1. learn how to effectively recruit fellow board members

2. understand expectations for board service

3. understand the evaluation of board member accountability

4. learn strategies for effective board meetings.

Major Gifts Track

Building Your Generosity Continuum: Major Gifts Program Essentials

Dyan Sublett, YMCA of Metropolitan Los Angeles

Recommended for: SFD, EX, BD

Over the past several decades, the work and impact of philanthropy, both nationally and internationally, has grown more and more sophisticated. Annual giving campaigns, formerly relied upon as the bedrock of fundraising, are now only one of the tools in our toolbox, a way to establish a habit of giving and to begin the donor's journey of a lifetime of generosity with our YMCA. How do we develop a major gifts program that will support powerful year-round fundraising? What are the key elements to consider? What kinds of outcomes can we expect? How do we link this program to the traditional annual giving campaign? This workshop will help participants interested in starting a Major Gifts Program by providing a framework for program establishment based on three areas: the Case, the Program Elements, and Outcomes. Discussion will center on building your case for a major gifts program, critical partners necessary for success, program building blocks, and return on investment. In addition to structural elements, the session will include the fundamentals of developing major gifts strategies, identifying, researching and rating prospects, and approaches for managing prospects and moves. As a result of this session, participants will:

1. learn the fundamentals of developing major gifts strategies

2. understand the process of identifying, researching, rating and managing prospects

3. understand the outcomes of a major gift program

4. discover how to link a major gift program to the traditional annual giving campaign.

Friday, April 9

Educational Track Workshops Round 3 9:00 – 10:15 am

Board & Volunteer Development Track

The Role of Strategic Planning in Building a Culture of Philanthropy

Jack Lund, YMCA of Greater New York

Recommended for: NFD, SFD, EX

A bold and visionary strategic plan can be a major catalyst in creating and strengthening a YMCA's fund development program. Learn about the New York process and plan that contributed to more than $100 million in contributions and seven new and rebuilt YMCAs during the past five years. As a result of this session, participants will:

1. have an appreciation of the importance of strategic planning

2. understand the value of a strategic plan in fund development.

Volunteers Only Track

Board Redevelopment for Philanthropy

Paul McEntire, Florida’s First Coast YMCA, Peggy Bryan, Volunteer, Florida’s First Coast YMCA

Recommended for: SFD, EX, BD

The YMCA of Florida’s First Coast has undertaken a redevelopment of its board and staff structure in an effort to expand its philanthropic reach. Join the CEO and board leadership who have moved this process forward over a 2 year period and share in the process… both the good and challenging… that has come from the journey. As a result of this session, participants will:

1. learn about the process of board visioning that led to a change in the philanthropic culture

2. understand the pitfalls and homeruns of the change process.

Capital Development Track

Luck is Not a Strategy: Winning Your Campaign on Paper

Niles Sorensen, University of North Carolina-Charlotte

Recommended for: NFD, SFD, EX, BD, FV

If your YMCA has a capital campaign in its future, you won't want to miss this workshop by the former Executive Vice President for the YMCA of Metropolitan Los Angeles and current Vice Chancellor at UNC Charlotte. Niles' many years of campaign experience will help you understand the most essential components of pre-campaign planning. As a result of this session, participants will:

1. understand the importance of evaluating their YMCA's major gift prospects as the first step to campaign planning.

2. learn the tools and techniques required for conducting this assessment

3. be able to apply these tools in pre-campaign planning, enhancing their chances for successful campaigning.

Annual Support Track

What is the Real Story of the YMCA Anyway? Increase Your Capacity to Communicate the Impact of the YMCA

Dr. Steve Patty, Dialogues in Action, Inc., Janet Kafkas, YMCA of the USA

Recommended for: ALL

Do you want to increase your capacity to both appraise and communicate the impact of the YMCA? Would you like to better understand the motivation and passion of a potential donor so that the story you choose to share connects with their heart and inspires them to invest in the work of the YMCA? This workshop will explore a powerful new means to uncover the story of our impact that often lies below the surface of the water and to strengthen our ability to tell it in personal and transformational ways. As a result of this workshop, participants will:

1. gain new skills to uncover the true story of the impact of the YMCA

2. increase ability to articulate the story/case in a manner with which the donor connects.

3. increase capacity to understand passion and motivation of a potential donor.

4. increase capacity to be a connoisseur of the work and impact of the YMCA.

Special Interest Track

The Value of Online Fundraising

Ann Edmonds, YMCA of Greater Toronto, Denise Covington, YMCA of Metropolitan Minneapolis, Allison Van Diest, Blackbaud (Online Fundraising Lab open all exhibit hours starting Wed. at 3 pm; a small group of attendees in this workshop will be able to participate in the final lab during 11 am – 12:15 pm workshop time)

Recommended: ALL

Online giving and participation is growing and an online strategy has to be a critical part of the fundraising mix. Hear the highlights and the growing pains from two YMCAs - Minneapolis and Toronto. They have utilized technology, specifically the internet, to increase giving through the use of personal web pages, email blasts, online giving and online videos to tell the story. As a result of this session, participants will:

1. understand some fo the tools of online fundraising (giving vs. asking)

2. hear a case study of two YMCAs (Minneapolis and Toronto) that will share successes and failures

3. learn critical success factors to launch an online giving program

4. learn examples of best practices and a starting point to begin to build or to enhance their current online presence.

Annual Support Track

Preparing Our YMCAs for Tomorrow: Fundraising from the Ground Up- Four Essential Components

Allan G. Burrows, Capital Development Services

Recommended for: NFD, SFD, EX, BD, FV

As so many YMCAs balance their visions of growth with the reality of increasing competition for limited philanthropic dollars, smart and effective fundraising by staff and volunteers is paramount. This session focuses on achieving the four essential components of fundraising success: a compelling case for support, committed leadership, motivated donors and a strong infrastructure. Participants will explore data-mining tools to uncover larger gifts from an existing donor base, the mechanics of prospect research and the art of cultivating and educating donors before making a significant ask. As a result of this workshop, participants will:

1. learn the critical mechanics behind building a well-written case for support that differentiates their YMCA from other nonprofits competing for the same philanthropic dollars

2. discover how to identify, attract and retain leaders who are both compassionate to their cause and good fundraisers

3. come away with an increased ability to identify potential foundations, corporate and individual donors.

4. discover the many infrastructural adjustments and investments that are often needed prior to beginning a major fundraising initiative.

Major Gifts Track

Inform, Involve & Invest Equals Casual, Connected and Committed

Jim Commerford, YMCA of Hamilton/Burlington/Brantford, Mary Williams, McMaster University

Recommended for: SFD, MC, EX, BD, FV

Principles and practices required to build relationships with major donors, from a leading university development professional (also a YMCA Board Member) paired with an urban YMCA CEO. The workshop will include a case study on a $105 million gift to McMaster University, the largest single gift in history to a Canadian University, that began with a surprisingly modest gift. Come to learn the lessons that can be applied to YMCAs, big and small. As a result of this workshop, participants will:

1. learn and review the basic principles of donor relationship development that apply to all major donors regardless of their giving capacity.

2. develop a better understanding of the role of YMCA staff in advancing donor relationships

3. hear about "Best Call Strategy" - who should be involved and how to apply it at their YMCA.

4. go beyond the annual and capital campaign fundamentals, and learn about "Mission-Centred Fund Development."

Endowment & Planned Giving Track

So You Want to Set Up a Foundation…Should You?

C. Barton Landess, J.D., Foundation For The Carolinas

Recommended for: SFD, EX, BD

So your YMCA has some investments...expects a few planned gifts some day...or perhaps has an endowment fund, maybe a sizable one. Should you establish a separate Foundation? The ultimate answer to this question will be different for almost every YMCA. This workshop will cover the pluses and pitfalls of establishing a separate Foundation and some of the key questions your YMCA needs to answer. Learn why you should consider a separate Foundation - or why it might not be a good idea now but why it may become a great idea at some point. Your ability to secure future planned gifts lies in part with your donors' confidence in your YMCA's ability to invest and use their funds wisely. This workshop will help you make just such a wise decision - suitable for your YMCA. As a result of this workshop, participants will:

1. understand the nature of a separate foundation

2. recognize when a separate foundation is useful

3. communicate

Educational Track Workshops Round 4: 11:00 am – 12:15 pm

Board & Volunteer Development Track

Increasing the Effectiveness of Your Board

David Sternberg, Loring, Sternberg and Associates

Recommended for: EX, BD, FV

As a staff member, are you tired of the frustration that comes from inaction on the part of your board members? Learn what their role should be, how you can lead them in a process to assess their performance, how to find ideal board members, and how to organize them effectively to get the results your Y needs! As a result of this workshop, participants will

1. learn that money is not scarce!

2. use the right board assessment tool

3. stop misusing board members time

4. understand how board members hold one another accountable.

Marketing & Communications Track

The Power of Social Media – Navigating the Ups and Downs of Connecting on the Internet

Cameron Corder, Cleveland County Family YMCA, Shawn Yebba, Tampa Metropolitan Area YMCA, Nicole McCleaf, YMCA of San Diego County, Justin Ramers, Active Communities, a part of the Active Network

Recommended for: MC, PD, EX, BD

Whether you're new to social media or have already jumped in with both feet, this session will provide an opportunity to learn from others "in the trenches" at YMCAs across the country as well as from a marketing pro at Active.com, one of the largest online fitness communities. Topics covered will include developing a social media strategy, generating support and cooperation within your organization, building an online community, engaging members in active online dialogue, protecting your YMCA's reputation by setting appropriate staff guidelines and turning negative online feedback into positive opportunities. The presenters will also participate in an interactive panel discussion to provide opportunities for specific questions, examples, and perspectives from large and small YMCAs that will help you make the most of social media within your organization. As a result of this session, participants will:

1. become versed in the benefits and differences between Facebook and Twitter

2. understand the inherent risks and gains of implementing a Social Media initiative

3. return to their YMCAs with a case for support in launching Social Media.

Major Gifts Track

Creating a Strong Future: Engaging Your Major Donors as Long Term Investors

Kay Sprinkel Grace, Transforming Philanthropy LLC

Recommended for: Staff who are new to major giving or new to YMCAs with little or no major giving history

One great lesson from the impact of the recession on philanthropic giving was that donors who have a relationship with us stick with us no matter what. Stories of donors who stretched to make sure their favorite social investments stayed strong during the months of crisis are legion - and they translate into the importance of building a major giving program around the idea of long-term investment rather than short-term gain. In major giving, more than any other area of fundraising, we need to be intentional and disciplined about building systems, relationships and the platform for long term investment. Geared for those just introducing a major gift program to their YMCA, this session will discuss why starting a program is important, what needs to be in place to start one and the basic elements of a program. Participants will also be introduced to Kay Sprinkel Grace's unique models that contrast transactional and transformational asking and stewardship. As a result of this session, participants will:

1. understand the possibilities for building a major giving program where none has existed before

2. apply the principles of relationship building through cultivation and stewardship to existing major donors to grow their loyalty and retain them through the years.

Endowment & Planned Giving Track

Discovering the Secret Giver: Scientific Research Reveals New Targets for Planned Giving

Larry Stelter, The Stelter Company

Recommended for: NFD,SFD,MC

This presentation builds upon the groundbreaking 2008 survey, The Stelter Donor Insight Report: Discovering the Secret Giver, in which we first scientifically documented the universe of bequest givers and prospects (age 40 and older) living in America. The results of the 2008 study provided a compelling case for reaching out to younger donors (ages 40-54) than were typically targeted. In our 2009 study, the demographic was expanded to include Americans age 30 and older in the hope of further broadening our understanding of the prospect pool. The findings from this survey did not disappoint - providing concrete data on what U.S. households are doing in reaction o the changing economic landscape, their views on inheritance, and understanding of specific gift vehicles. Of greatest value, however, is the detailed insight into previously undocumented prospect groups and the ways in which to better communicate with potential givers. This research project includes interviews with 800 U.S. residents aged 30 and older who made donations to at least one charity in 2008. This scientific study employed scientific random sampling methods and was conducted by nationally recognized pollster Selzer & Company, Inc. As a result of this session, participants will...

1. learn the results of the 2009 scientific research

2. learn how U.S. households are reacting to the changing economic landscape

3. hear about their views on inheritance and understanding of specific gift vehicles

4. gain detailed insight into previously undocumented prospect groups

5. learn ways in which to better communicate with potential givers.

Capital Development Track

Human Capital: Leadership is Everything

Bruce Berglund, CFRE, Donor by Design Group LLC

Recommended for: NFD, SFD, EX, BD, FV

Every successful capital or major gift campaign artfully mingles the following key ingredients: case, donors (prospects), plan and leadership. However, many campaigns fail because they don't fully engage volunteer leadership. Staff can open windows; volunteers can open the right doors. This highly interactive workshop will help refocus your efforts on the campaign's most important resource: Human Capital. As a result of this session, participants will:

1. understand the value of securing the right leadership for the campaign

2. leave with a better understanding of how to care and feed high-impact leaders/campaigners

3. better understand what leaders want and expect from staff through a live high-impact leaders interview.

Annual Support Track

Create a BIG Culture of Philanthropy in a Small or Mid-Size YMCA

Jason Shearer, Greater Missoula Family YMCA, David Ports, Greater Missoula Family YMCA

Recommended for: NFD, PD, EX, BD, FV

It starts with your annual campaign. For years we believed that it just couldn't be done the traditional way in our community at our YMCA. It seemed that the standard model assumed a depth of staff and resources including community wealth that did not match the typical small or mid size YMCA. Whether you work in a small community or in a small YMCA things are different. This session focuses on the story of one of those Ys that implemented best practices in their annual campaign, adjusting for their community's specific needs, and increased their fundraising 600%. Because of that, the culture of philanthropy, membership, program participation and mission impact are all on the rise. As a result of this session, participants will:

1. learn how to engage high performing volunteers in philanthropy

2. identify staff leadership and their appropriate roles in philanthropy

3. understand the critical best practices for developing a culture of philanthropy.

Annual Support Track

YMCA Stories: Developing the Compelling YMCA Case

Tom Horlor, Tom Horlor and Associates

Recommended for: NFD, SFD, MC, EX, BD, FV

In an environment of increasing competition for dollars, both individual and corporate, it is vital to present a clear and cohesive case to your donors. Before we craft the stories that best illustrate our case and before we set up the appointment to make "the ask", we must first determine what it is that our donors are passionate about and what matters to them and their community. This interactive workshop will provide the tools to help you narrow your case, choose the strongest case statements and help you determine the best methods to present your compelling case to the community. As a result of this session, participants will:

1. have a better understanding of what motivates donors to give

2. have a better understanding of how to motivate canvassers to ask

3. be better able to gather and present their YMCA's compelling and effective stories.

Volunteers Only Track

The Magic Partnership: The Passion and Commitment of a YMCA Board Member

Jerold Panas, Jerold Panas, Linzy & Partners

Recommended for: BD, FV but content applicable to ALL

In this session, Dr. Jerry Panas focuses on the most significant ways that staff and volunteers can combine their efforts for the greatest possible success of the YMCA. He describes the synergism that can make this a truly Magic Partnership. There is a discussion of the Seven Sins of trusteeship and how to avoid them. This is counterbalanced with the twelve rules that make an outstanding board member - and how your YMCA can ensure having a board that has a vision to make great things happen. Learn what qualities to look for in a board member and understand the eight most significant qualities that transform a good board member into a great one and a good YMCA into a great one. It's fail proof. Jerry has written two books on board membership and they are regarded as the most significant on trusteeship ever published. He uses research and his experience in working with over 400 YMCAs to make this a vigorous and penetrating presentation.

Educational Track Workshop Round 5: 2:15 – 3:30 pm

Annual Support Track

Developing Effective Annual Campaign Volunteer Leadership

Erik J. Daubert, MBA, ACFRE, Nonprofit Management Specialist

Recommended for : ALL but especially helpful to NFD, SFD, EX, BD, FV

This workshop focuses on identifying, recruiting and engaging volunteer leadership for your annual support campaign. How and where do you find good leadership? How do you keep leadership engaged once you find them? What do you want leadership to do once you have them involved? These questions and more will be answered in this session offered by one of NAYDO's most highly rated speakers and author of the recently published book, The Annual Campaign. As a result of this session, participants will:

1. be able to identify strong leaders for the annual support campaign

2. become more competent in recruiting volunteers

3. become more capable in motivating and engaging volunteers

4. understand the role and importance of strong campaign leadership in the annual support campaign.

Capital Development Track

Manage Multiple Branch Capital Campaigns and Keep Your Donors, Volunteers and Staff Happy

Dean Jones, YMCA of Greater Charlotte, Joanne O’Brien Beam, Capstone Advancement Partners

Recommended for: ALL

The challenges of running a multi-branch campaign are different than those of a single project effort. Internal coordination and cooperation are keys to success. Hear from a YMCA staff team that successfully navigated these waters. (Note: The YMCA of Greater Charlotte was a 2007 recipient of NAYDO's Eagle Award for Excellence in Fundraising). As a result of this session, participants will:

1. learn strategic planning to position the campaigns

2. better understand prospect coordination

3. discover solicitation techniques

4. explore ways to foster a spirit fo cooperation among staff members.

Board & Volunteer Development Track

Fundraising Mistakes That Bedevil All Boards (and Staff too!)

Kay Sprinkel Grace, Transforming Philanthropy, LLC

Recommended for: NFD, SFD, EX, BD, FV

If you think you are alone when it comes to those moments of saying, "How could we have done that?" --Cheer up, you have company! Kay Sprinkel Grace has seen (and been guilty of) most of the fundraising mistakes that we make, and she writes and speaks about them with gracious humor and expansive wisdom. From believing that you cannot raise money if you don't know rich people to dissuading boards from believing that once they have a development director their work is done - you will find a mistake that you have made (or almost made). We learn from our mistakes - and we assure you that you will learn a great deal in this workshop about how not to make these mistakes again or ever. Her book by the same name, just revised in 2009, will be available for purchase at the conference. As a result of this session, participants will:

1. anticipate and reduce the number of fundraising mistakes they make in the future

2. have tools and strategies for guiding others away from the brink of mistakes.

Volunteers Only Track (Note: 2:15 – 4:15 pm)

Aim High! The Art of Asking

Jerold Panas, Jerold Panas, Linzy & Partners

Recommended for: BD, FV but content applicable to ALL

Jerry Panas is regarded as the nation's giftsmith, the doyen of major gift fundraising. this session is a lively step-by-step journey of how to take the fear out of asking (not that you have that problem!) and how to help volunteers to be their most effective best. There's a discussion on how to determine the right amount to ask for and identify the factors that go into a major gift. There's plenty of group participation throughout. Panas explains how setting the appointment is the single most difficult part of calling on a prospect - and how everything after that is easy. He talks about how to overcome negatives to getting the visit. Best of all, he tells you how to use his four magic questions to ensure the gift at the right amount and ensure your success.

Marketing & Communications Track

Beyond the Basics: Take Five Web Site Staples and Make Them Work for your YMCA

Wendy Brez Dahl, YMCA of the Pikes Peak Region, Jenny Hiatt, YMCA of the Pikes Peak Region

Recommended for: MC, PD

The importance of online communication and marketing to donors and members is growing. The average online donor gives more initially and has a higher lifetime value than a conventional donor. This interactive session will show how YMCAs can use five staples to enrich current relationships, establish new relationships and encourage your YMCA's constituents to interact and give online.

As a result of this workshop, participants will:

1. discover the do's and don'ts with their web site

2. learn what content is key

3. explore different tools to track online users.

Endowment & Planned Giving Track (Note time: 2:15 – 4:15 pm)

Uncovering Donor Stories – How They Can Transform Organizations

Monica Grant, YMCA of Honolulu

Recommended for: All

Donor stories don't need to be "written" - they live inside each and every one of our donors. This lively interactive session will address the skills and talents needed to uncover these gems and how doing so will change you, your donors, and your organization forever. As a result of this session, participants will:

1. appreciate the "neuroscience" of story sharing

2. understand the role that rituals play in story sharing

3. discern when to be a story "teller" and when to be a story "gatherer"

4. explore why some of the best stories are collaborations

5. discuss the role that "inclusion" plays in the fostering of story sharing.

Special Interest Track

125 Years of YMCA Camping: Best Practices to Launch or Enhance Your Annual Camp Campaign

Connie Rodosovich, YMCA of Metropolitan Minneapolis, Jeff Scott, Volunteer, YMCA of Metropolitan Minneapolis

Recommended for: NFD, PD, BD, FV

Learn the winning combination of the volunteer/staff partnership and how to incorporate camp fun into the annual campaign. As a result of this session, participants will:

1. discover best practices for running a successful annual campaign

2. gain detailed insight into how to make an annual campaign fun and engaging for staff and volunteers

3. Learn new ways in which to say "thank you".

Endowment & Planned Giving Track

Making the Most of It: Managing Endowment Resources

Robert C. Burns, CFA, AIF, Morgan Keegan & Company, Martha Goldfinch Aldridge, AIF,

Morgan Keegan & Company

Recommended for: SFD, EX, BD

This workshop will educate participants on the "best practices" for managing endowment investment resources. Topics covered during the workshop include: development and maintenance of Endowments Investment Policy Statement, Endowment Spending Policy, variables for choosing an appropriate asset allocation, choosing an investment consultant, and the impact of endowment prudent practices on fundraising. As a result of this workshop, participants will:

1. gain an understanding of "Best Practices" for managing endowment assets; the emphasis will be on defining what Investment Committees' responsibilities are in order to deliver on their fiduciary obligation to endowments.

2. understand common practices on non-profit asset allocation construction

3. learn how the employment of prudent practices can be used to assist fund raising

4. understand the impact of asset allocation and portfolio returns on endowment spending

policies.

Special Interest Track

Best Practices for Relationship Development with Ethnically Diverse Populations

Lynda Gonzales-Chavez, YMCA of the USA, Bob Cabeza, YMCA of Greater Long Beach

Recommended for: ALL

United States Census data shows that 13 percent of the U.S. population is foreign-born and that more than 345 of the population is African American, Asian and Hispanic/Latino. By 2050, these numbers are projected to grow to 20 percent and 53 percent respectively. Demographic shifts in the United States present new philanthropic opportunities and potential challenges if YMCAs are not prepared to effectively engage diverse populations. Cultural competencies and intentional engagement strategies are critical for YMCAs to remain relevant as communities become more diverse. The ability to build relationships with multicultural populations, community stakeholders and foundations is vital for philanthropic success. As a result of this workshop, participants will

1. explore new strategies for assessing community demographics

2. share practical steps for building personal and organizational cultural competencies

3. examine philanthropic practices from diverse cultural perspectives

4. learn about leading practices for successful relationship building and philanthropic engagement with diverse communities and the foundations which support multicultural initiatives.

Saturday, April 10

Educational Track Workshops 9:00 – 10:15 am

Volunteers Only Track

The Seven Myths of Fundraising (And the Story of How One YMCA Debunked Them!)

George Babish, YMCA of the USA, William (Bill) Lutz, New Castle Community YMCA, Louis Merryman, Volunteer, New Castle Community YMCA

Recommended for: NFD, PD, EX, BD, FV

There are Seven Myths of Fundraising. Myth1: Successful fundraising can only be done in wealthy communities. Myth 2: The CEO is the primary driver of the campaign. Myth 3: Boards hate fundraising and you just can't change that. Myth 4: Fundraising is an isolated activity not connected to other Board responsibilities. Myth 5: When business is bad, scale back your goal. Myth 6: Financial development departments are essential to great campaigns. Myth 7: You'll have to attend the workshop to find out! The New Castle Community YMCA is in an economically challenged town in the rust belt in Pennsylvania. It is officially considered an ACT 47 community which means the city of New Castle is under the financial control of the state of Pennsylvania. The state creates budgetary guidelines under which the city must operate and creates a plan to restructure debt and meet its financial obligations. Defying the experts, this Y overcame the seven myths and raised over $616,000 in annual support and over $1 million in total public annual support since 2005. How did they do it? As a result of this session, participants will:

1. know how to defeat the Seven Myths of Fundraising

2. understand how critical the board's leadership in setting the pace in Annual Campaign giving is to the success of the campaign

3. discover how important the board's view of philanthropy as a priority in terms of the mission really is

4 explore the need for patience and consensus building in board development as it relates to financial development

5. learn about the key role that management staff play in supporting board members in soliciting prospects.

Major Gifts Track

Searching for Blue Oceans: An Emergent Strategy for YMCA Annual Campaigns and Major Gifts

Mide Akerewusi, YMCA of Greater Toronto, Linton Carter, YMCA of Greater Toronto

Recommended for: NFD, SFD, EX, FV but ALL can benefit from content

Like most YMCAs, the YMCA of Greater Toronto aims to significantly grow annual campaign income. However, changes in the economy and donor behavior necessitate a new lens and a fresh approach if YMCAs are to continue to enjoy fundraising success in the 21st century. This session covers the unique plan underpinning Toronto's emerging strategy to grow annual income. Many YMCAs have made great strides in identifying opportunities to raise major and capital gifts. However, potential also exists to be successful in growing annual campaign income through Blue Oceans Strategies. Blue Ocean Strategy is the means of achieving growth by doing things differently or doing different things. This presentation continues to track the progress of Toronto's new fundraising strategy, using analytical data as well as anecdotal data reflecting ideas that have and have not worked. Mide and Linton have extensive experience working with some of the leading charities in the UK and Canada and will present initial results from new fundraising methods introduced to the YMCA of Greater Toronto. This includes direct response, online philanthropy, telephone fundraising, events fundraising, and the case for support, building corporate partnerships, renewing donors, and exploring newcomer philanthropy. Mide and Linton will speak about Toronto's efforts to create Blue Oceans leading to increased income in a presentation that will inspire, enlighten, challenge and encourage fundraisers seeking new ideas for their annual campaign and, in particular, for major gifts. As a result of this session, participants will:

1. understand the importance of innovation in fundraising

2. learn about successful and unsuccessful annual fundraising techniques

3. be inspired to implement new fundraising ideas.

Marketing & Communications Track

Revitalizing the YMCA Brand

Kate Markin Coleman, YMCA of the USA

Jan Walther, YMCA of the USA

Recommended for: ALL

While the YMCA enjoys nearly universal name recognition in this country, research suggests that the public and key influencers do not understand how YMCAs benefit our communities. This affects our ability to attract financial support, partners, volunteers and members particularly as we face increasingly sophisticated efforts by other nonprofits. Often we are seen as a provider of services rather than a cause. How do we correct this perception? How do we realize increased giving, collaboration, volunteerism and participation? A strong brand - one that clearly, consistently and compellingly conveys who we are and why anyone should care - is key. In this session we will discuss key elements of the YMCA's emerging brand strategy. In this session participants will:

1. hear about a brand platform that defines our cause and unites the movement

2. learn about naming and brand architecture that reinforces our strategic shift from service provider to cause driven organization

3. discover a message framework designed to bring our story to life.

Annual Support Track

Effective Use of Staff in Today’s Annual Campaign

Andy Barton, YMCA of the Pikes Peak Region/Tri-Lakes Family Branch

Recommended for: NFD, PD, EX

The traditional model for the Annual Campaign recognizes the value of staff giving but has traditionally steered away from utilizing staff for other purposes. Despite the taught model, front line staff are playing an increasingly important role in the Annual Campaign. Rather than continuing to steer away from this trend, YMCAs can realize the value of staff at all levels in roles ranging from securing significant gifts to recruiting volunteers. As a result of this session, participants will...

1. highlight components of the annual campaign where front line staff can bring greater impact

2. develop a plan for communicating with and training staff to ensure best practices are followed.

3. learn ways that front line staff can enhance volunteer recruitment and communication

4. gain insights from YMCA associations of various sizes for developing a plan that fits the unique needs of different branches.

Special Interest Track

Navigating the Grant World: Strategies for Securing Funding

Bruce A, Yoder, Ph.D., CFRE, YMCA of Greater Richmond, Shannon Connolly, YMCA of Philadelphia & Vicinity, Michael Waychoff, Titusville YMCA

Recommended for: NFD, SFD, EX, FV

Learn from three successful grant writers how to navigate the complex world of grant writing. This team will focus on strategic grant design, introduce participants to family foundations, all levels of grants-corporate, state, county, federal, and best practices on stewardship with grants. As a result of this workshop, participants will:

1. improve their ability to conduct community needs research

2. learn how to identify foundation, corporate and federal funders whose goals align with YMCA programs and capital expansion needs

3. gain skills needed to craft proposals that respond to a funder's requests

4. develop a greater appreciation for and ability to use outcome measurements

5. explore strategies for coordinating and managing those measurements with front-line staff

6. indentify simple steps to take home that increase buy-in from other YMCA staff members.

Special Interest Track

Social Networking 101 – Its Impact on Philanthropy

Randy Klassen, YMCA of Regina, Bryan Webber, YMCA of Hamilton/Burlington/Brantford

Recommended for: NFD, MC, PD, EX

This session provides a basic introduction to social networking (e.g. Facebook and Twitter) and the opportunities to use it to advance relationship development and philanthropy. As a result of this session, participants will:

1. develop a basic understanding of social media and its potential to strengthen relationships with members, participants and the community at large

2. be able to take back to their YMCA at least 3 simple ideas for immediate action

3. be able to think more clearly about the longer term potential of social media, on relationship development and advancement at their YMCA.

Capital Development Track

Integration of Philanthropy: Visionary Planning Accelerates Extraordinary Capital Investments

Bob Ecklund, YMCA of Pierce & Kitsap Counties

Recommended for: SFD, MC, EX, BD, FV

This session will work from the launching platform of 2020 Vision and the integration of capital, programs, annual plus setting the stage for endowment. The YMCA of Pierce & Kitsap Counties is finding tremendous support for impact investments and connecting with marketing and communications. As a result of this workshop, participants will

1. see the connection of visionary planning and accelerating philanthropy

2. be able to create the intersection of operations, financial development, and program

3. embrace awareness tours and communication

4. aim high and enhance impact and image in the community.

Board and Volunteer Development Track

Volunteer Board Members & Stewardship: Building an Engaged Organization

James (Jim) E. Carper, Volunteer, YMCA of Southeast Ventura County

Recommended for: MC, PD, EX, BD, FV

The total stewardship organization understands there are criteria against which stakeholders will measure the service they receive, the programs they attend and the activities in which they participate. Building an "Engaged Organization" can help your stakeholders become better stewards of their gifts of "time", "talent". and "treasure" which will ultimately impact contributions, volunteer and member recruitment, management, renewal and growth. As a result of this workshop, participants will:

1. gain an understanding of what stewardship is and its implications

2. clarify the concepts of time, talent, and treasure as they apply to nonprofit and for profit organizations

3. learn how stewardship applies to the various stakeholders in a branch or at the corporate level

4. discover some ways in which stewardship applies to fundraising and volunteer development

5. gain insights as to how to build an engaged organization.

Part 2: Keynotes and General Sessions

Executive Leaders Session

Thursday, April 8 11:00 am – 11:45 am

Neil Nicoll

President & CEO, YMCA of the USA

Scott Haldane

President & CEO, YMCA Canada (effective Jan.1, 2010)

Dr. James Applegate

Senior Vice President, Program Development

The Lumina Foundation for Education

Lumina Foundation for Education, a key funder and partner for Y-USA, has a strategic focus on driving the number of Americans who achieve a post-secondary degree to 60 percent by 2025. In this session, hear directly from Neil Nicoll, Scott Haldane and Lumina's Sr. Vice President Dr. James Applegate about the Foundation’s plan to reach this goal, and how and why the Foundation’s ongoing partnership with the YMCA will play a significant role in the future of educational access and success, particularly for low-income communities. Scott Haldane, the new President & CEO of YMCA Canada will share the story of the Canadian Post-Secondary Access Partnership and the YMCA You Can Go post-secondary access program. This session is open to all attendees.

General Session: Opening Luncheon

Thursday April 8

12:00 – 1:45 pm

Sponsored by Lighthouse Counsel

“Beyond Fund Raising: High Impact Philanthropy ”

Kay Sprinkel Grace, CFRE, Transforming Philanthropy, LLC

Kay Sprinkel Grace, who works extensively in global philanthropy and is a YMCA consulting veteran, will inspire us with her ideas about how donors, boards and non-profits are transforming communities in the US and globally. She will engage, challenge and encourage us to carry the mission of the YMCA forward in a new decade where the philanthropic world is growing and shrinking at the same time. Practical, profound and passionate, you will come away from this keynote marveling at the opportunities that lie ahead and better equipped to avoid the mistakes that keep us from thriving.

Well known as a speaker, author and consultant in the field of philanthropy, Kay Sprinkel Grace’s expertise includes strategic development planning, case and board development, staff development as well as other issues related to leadership of the fund raising process. Her speaking engagements have included the Association of Fundraising Professionals (AFP) Conference and National Philanthropy Day programs for chapters across the United States and in Canada, the Fundraising Institute in Australia, the Swedish Fundraising Council, International Fund Raising Conference in The Netherlands, the first Fundraising Festival in Prague and a conference in Moscow.

General Session: Closing Brunch

Saturday, April 10

10:30 am - Noon

Sponsored by Philadelphia Insurance Companies

"Transforming the Culture of Low to Moderate Income Neighborhoods with the Y as a Major Venture Partner"

Harvey B. Gantt, Trustee, YMCA of Greater Charlotte, Former Mayor, Charlotte, NC

Former Charlotte Mayor Harvey B. Gantt has a wealth of experience working with communities around the United States. He is an architect by trade and has helped to design and consult on a variety of projects in many institutions of higher learning. He is a strong advocate of revitalizing low to moderate income neighborhoods to be become a source of pride for every community. In 1983, he became Charlotte's first African-American Mayor and went on to serve two successive terms in a city of more than 400,000 persons. He has been involved with the YMCA for over 40 years and currently serves as a Trustee of the YMCA of Greater Charlotte.

Gantt has always believed in promoting education as well as providing equal opportunities for children to grow, flourish, and succeed. In an era where our countries and our YMCA will be judged on how we respond to the needs of our most challenged neighborhoods, communities and nations, you will not want to miss Gantt's message of recapturing the value proposition of "growing community through strong YMCA work." Passsionate, persistent and purposeful - you will leav this keynote experience believing evenmore in the positive influence of the YMCA . Gantt insists that YMCAs can be major venture partners in every city and will challenge you to think beyond buildings when delivering YMCA services. He strongly believes that the best YMCAs are known most often for the role they have played in strengthening communities, especially in the areas of health, education and youth development.

Part 3: Preconference Optional Events

Preconference

Y-USA Capital Development Planning & Readiness Workshop

Wednesday, April 7

9:00 am – 5:30 pm

Cost: $95 (includes lunch)- Advance Sign-up Required

Presenters: Carol Schmidt, CFRE, Senior Financial Development Resource Specialist, YMCA of the USA, David Ports, Chief Executive Officer, Greater Missoula Family YMCA, YMCA of the USA, Yuriy B. Zajac, AIA, Assoc. RAIC, Architect/Property Development Specialist, YMCA of the USA, Erik J. Daubert, MBA, ACFRE, Nonprofit Management Specialist

If there is a capital project or campaign in your Y’s future and you are just beginning your planning process, this session is strongly recommended for CEOs, Executive Directors, Board Members and financial development staff. It will help position you for success and avoid costly mistakes by acquainting you with the recommended, “tried and true” 8 phase process and planning model. For questions about content, email carol.schmidt@ymca.net. This is a pre-conference session so there is an additional cost to cover the Y-USA certification fee, lunch and workshop materials. NOTE: Early start time on Wednesday may require that you arrive Tuesday night; book your flight and hotel reservations accordingly.

Preconference

Charlotte YMCA Tour: Experience Shared Philanthropy-A Y Community Concept

(Visit the 2007 Excellence in Fundraising Eagle Award Winning YMCA)

Wednesday, April 7

2:00 pm – 5:00 pm

Cost: $35 (includes bus transportation)-Advance Sign-up Required due to space limitations

Tour Director: Mary Tucker, Director of Development, YMCA of Greater Charlotte

See the YMCA of Greater Charlotte’s Y Community strategy in action. What is a Y Community? The Y Community model leverages resources and cultivates community involvement by pairing YMCAs in low to moderate income areas with YMCAs in more affluent areas. This tour will demonstrate the benefits of this type of partnership with a visit to the Dowd and Stratford Richardson Y Community. Located within five miles of each other and close to Charlotte’s uptown, the Dowd and Stratford Richardson YMCAs are an example of successful fundraising through this unique partnership strategy.

Preconference

Want to get the recognition you deserve? Make your Next Career Move by Becoming a Certified Fund Raising Executive (CFRE)

Thursday, April 8

8:00 – 9:15 am

Presenters: Karen Bradley Follette, CFRE, YMCA of San Francisco, Jay Lowden, CFRE, YMCA of Superior California, Carol Schmidt, CFRE, YMCA of the USA

Join a YMCA CEO, a Y-USA staff member and a CDO of an Urban Group YMCA to hear how becoming a CFRE has supported each of their career achievements. Participants will get an orientation on the application process and criteria as well as tips for preparing for the certification test. It’s well worth the effort to stand out as a YMCA professional proficient in strategic philanthropic leadership.

Preconference

Protecting Donor Relationships When a Crisis Hits

Thursday, April 8

8:00 - 9:15 am

Presenter: Cynthia Janzen, Hellingman Communications, and YMCA of Hamilton/Burlington/Brantford Volunteer

This session provides a practical guide to preparing for and managing the inevitable: a crisis at your YMCA. Led by a senior public relations practitioner (and YMCA board member) with direct experience in working with YMCAs in crisis, this workshop will give tangible advice on how to maintain and even build relationships with donors and others when the news is bad. As a result of this workshop, participants will:

1. be able to recognize a crisis or its potential

2. learn protective steps to prepare for a crisis

3. learn what to do and not do when the news is bad

4. know when to bring in others for help.

Preconference

Annual Campaign Basics – Global Approaches/Fondo Anual

Open to everyone; of special interest for international attendees

Thursday, April 8

9:00 – 11:00 am

Presenters: Renata Ferrari, YMCA of the USA, George Babish, YMCA of the USA, Nico Gourdet, YMCA of the USA

Learn the basics of organizing a YMCA Annual Support Campaign with a particular emphasis on international YMCA contexts. Y-USA/YMCA Canada Best Practices for annual campaigns will be adapted to be relevant to international participants. Experience high interaction and dialogue including a simulation of an Annual Campaign! As a result of this session, participants will:

1. learn annual campaign best practices adapted to international contexts

2. become aware of tools and resources for planning an annual campaign.

Part 4: Networking Opportunities and Special Events

Technology Labs -New in 2010!

Open 3:00 – 7:00 pm on Wednesday; same hours as exhibits Thursday & Friday

NAYDO Interactive (aka iNAYDO)

Sponsored by Donor by Design Group LLC

A new study by Anderson Analytics found an estimated 110 million people in the U.S alone or 36% of the total population use social media regularly. The U.S. is just one country involved in what has become a global phenomenon. You can experience the power of social networking first hand from NAYDO’s Social Media Sponsor, Donor by Design Group LLC at NAYDO Interactive also known as iNAYDO. Add your insights to the online NAYDO experience, or bring your laptop or smart phone and get connected to social networking tools like Twitter or Facebook particularly if you have not tried them before. Learn how other YMCAs are using social media to strengthen relationships with donors.

Online Fundraising Lab

Presented by Blackbaud, Eagle Banquet and NAYDO Webinar Sponsor

Blackbaud, Eagle Award Banquet Sponsor and NAYDO Webinar Sponsor, is providing an interactive lab where you can see for yourself just how online fundraising works at its best. It will be open the same hours as the exhibits as a drop-in center for everyone. It will remain open during the workshops from 11 am – 12:15 Friday for a small group follow-up lab to the workshop that morning entitled “The Value of Online Fundraising”.

Donor Engagement Lab

Presented by DAXKO, Opening Session Sponsor

Visit the DAXKO Donor Engagement Lab for a full 360-degree view of your most valuable asset: those individuals who invest in the YMCA. Discover how to fuel growth in the areas of moves management, automate marketing, drive consistency and provide access to information from many sources. Get where you need to be faster in the quickly changing landscape of fund development.

Philanthropy Around the World Resource Center

Presented by YMCA of the USA

If you especially want to meet our international attendees and learn more about global philanthropy as well as financial development in North America, stop by the Philanthropy Around the World Resource Center. YMCA of the USA Financial Development and International – World Service staff will be on hand during all exhibit hours.

New Attendee Session

Thursday, April 8

8:30 am – 9:30 am.

First-time participants are invited to - and strongly encouraged to attend, a one-hour orientation session that provides tips on making the most of your conference experience before it starts. Conference workshop "Track Deans" will provide overviews of the workshop sessions to help you select the right session for you. Questions are welcome and fruitful answers will follow. You also will not want to miss new YMCA Canada CEO (as of January 1) Scott Haldane's sage advice on "how to get the least out of your first NAYDO conference." Not to be missed.

Networking Experience PLUS

Thursday, April 8

9:30 – 10:30 am

Meet attendees from YMCAs of a similar budget size. Spend time re-connecting with old friends or meet new ones who work at similar size Ys and that’s not all. PLUS this year you can chat with a Track Dean for some guidance on which workshops to take as they will be available during the Networking Experience to assist you.

Welcome Reception in Exhibit Areas

Thursday April 8

5:30 – 7:00 pm

Don’t miss this chance to reunite with old friends, welcome new attendees and get better acquainted with the products and services of our exhibitors. A cash bar is provided but soft drinks are complimentary.

International Reception

Friday April 9

4:30 – 6:00 pm

Sponsored by Precor Incorporated and YMCA Canada

The brand new Harvey Gantt Afro American Cultural Center, located right across the street from the Westin Charlotte, will be the site for the first ever NAYDO International Reception, a tribute to the growing international presence at the conference and our “One World…One YMCA” theme. Please join us for this unique opportunity to interact in an informal setting with attendees representing over 20 different countries, the largest international contingent in NAYDO history. At 5:30 pm a short program will be presented to introduce our international attendees and hear about increasing global philanthropy while learning more about our worldwide YMCA movement. A cash bar and complimentary international snacks will be available.

A Taste of Southern Hospitality at The EpiCentre

Friday, April 9

6:15 – 9:15 pm

Cost is included in registration fees for staff, volunteers, and registered spouses/guests

Heavy hors d’oeuvres and Cash Bar

In the grand tradition of southern hospitality, experience the perfect location to gather on Friday evening to connect with colleagues. The EpiCentre, Charlotte’s hottest entertainment spot, offers plenty of choices. The budget-conscious will want to eat at MEZ where specially prepared hors d’oeuvres by award winning chef Klime Kovasceski can easily be enough food for dinner (this cost included in your registration fee) or enjoy appetizers at MEZ and the cash bar before dining at any one of the other restaurants nearby. Visit the web site www.charlottesgotalot.com for a list – whatever your price range or type of food you want Charlotte has it!!!

At The EpiCentre you can go bowling or shopping, listen to dueling pianos, learn the Southern dance known as The Shag, or watch a movie. Located 6 blocks from the Westin, it’s an easy stroll or if you prefer the light rail offers door to door service. The EpiCentre is only 1 block from our other hotel The Holiday Inn Charlotte Centre City. Come and go as you please but take time to socialize – that is what Southern hospitality is all about! For more information on The EpiCentre, please visit www.epicentrenc.com/entertainment.php.

Bringing a guest to International Reception and/or The Taste of Southern Hospitality at The EpiCentre? If a non-registered spouse/guest would like to attend one or both events, the total cost is $25. It is one ticket for both events and they will be sold at the Registration/Information Center until 12:30 pm Friday.

Hot Topics !!!

Saturday, April 10

7:45 am – 8:45 am

Sponsored by YMCA of the USA Financial Development

Coffee, tea and light breakfast snack will be available.

You won’t see a list of NAYDO’s table topics session for Saturday morning’s small group discussions in the 2010 Conference onsite program guide because….YOU will be creating those topics onsite!! On Thursday and Friday you will have the opportunity to nominate ideas for Saturday’s Hot Topics discussions. That is the time and the place for those burning issues, those topics not covered in any workshop, those new concerns that may have not been evident at the time workshops were selected. Watch for more information about how the process will work in the advance packet emailed to all registered participants in February.

Communications Awards Center

View the Communications Awards center where the print and video 2010 awards will be are on display to inspire your own creations at your Y.

Print Materials Sharing Center

Conference participants are encouraged to bring copies of their financial development materials to share with others. Campaign materials, annual reports, extra give-aways, newsletters, etc. – don’t throw them away, recycle them at the conference. Bring only copies that participants can take with them and bring as many as you want.

Conference Volunteer Center

Whether you are hosting or convening educational track sessions, greeting participants and presenters or assisting with registration, volunteering is one of the best ways to get more involved with NAYDO and meet other NAYDO members. Sign up on the conference registration form or contact the NAYDO Office at info@naydo.org. Be sure to check in at the Conference Volunteer Center onsite when you arrive.

Conference Program

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Workshops, Keynotes and Special Events

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