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    Conference on Diverse Philanthropy and Leadership

    Indianapolis, IN | April 15 - 17, 2019
    Conference on Diverse Philanthropy and Leadership
    • Keynote Speakers
    • Conference Leadership
    • Speakers
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    SOLD OUT!

    This conference is sold out.

    Please save the date for next year when the Conference on Diverse Philanthropy and Leadership will be in Atlanta, GA from April 15-17, 2020.       

    The Conference on Diverse Philanthropy and Leadership is co-presented by the African American Development Officers Network (AADO) and the Council for Advancement And Support Of Education (CASE)  in partnership with the Mays Family Institute on Diverse Philanthropy at the Lilly Family School of Philanthropy.

    This conference concentrates on emerging philanthropic markets (i.e., ethnic, LGBT, young alumni) in development, while exploring minority wealth, philanthropic behaviors, and diverse engagement strategies. The program also features sessions on enhancing management and leadership skills for development professionals of diverse backgrounds.
       

    Benefits of Attending

    • Understand the impact of diverse philanthropy.
    • Create strategies to engage community members and leaders as fundraising partners.
    • Enhance your leadership skills.
    • Gain direct skills for managing relationships at all levels.
    • Learn best practices for fundraising from diverse constituencies.
          

    Who Should Attend

    • Advancement professionals—at all levels—who want to effectively increase their contributions and resources to their organization
    • Diverse and majority advancement professionals serving, managing, and soliciting diverse constituencies
    • Senior management professionals looking to develop and enhance strategies to attract and retain diverse employees, while creating an open culture.

    Program

    1:00-2:00 PM
    Registration 

    2:00-2:30 
    Welcome and Introductions / Setting the Stage
    Join conference co-chairs Birgit Smith Burton and Anita Walton as they kickoff the conference.

    2:30-3:45
    Keynote Session
    Nurturing a New Generation of Philanthropists.

    4:00-5:00 
    Elective Sessions (choose one)

    • Leadership Track
      Creating a DE&I Model within Advancement
      This session aims to share an overview of lessons learned and the status of ongoing initiatives during the inaugural year of a director of diversity, equity and inclusion for a Big Ten university in partnership with talent management and talent acquisition. From sourcing and recruiting, to addressing implicit bias in the hiring process, preparing a more culturally agile workforce, and creating a culture of inclusion, review the key stakeholders, systemic buy-in, and organizational factors required to center diversity, equity and inclusion in advancement professions.
    • Philanthropy Track
      Tuning the Channels for a Diverse Donor Community
      How do you tailor a communication strategy that was successful in engaging a more traditional donor profile into a strategy that compels a more ethnically diverse donor community? Tune up the channels! This workshop outlines the process that Prairie View A&M University, a historically black university and college (HBCU), took to inaugurate a multichannel campaign to thank, cultivate and solicit alumni and friends with content that spoke, looked and felt like them. Review a case study that shares inspiration, construction, deployment and results of our initial outreach.
    • Research Track
      Gratitude and Giving: Perspectives from Social Psychology
      People who have benefited from the generosity of others often experience the emotion of gratitude. Expressing thanks for others' generosity can help build stronger relationships between benefactors and beneficiaries, which can inspire more giving. However, research shows that nonprofits don't always express gratitude effectively, and may run the risk of losing donors as a result. This session showcases multiple perspectives on the links between gratitude and giving from the field of social psychology. Key findings from a growing body of research on the science of gratitude are presented, shedding light on how the experience and expression of gratitude can best serve individuals, their relationships and their communities. Discuss benefits as well as barriers to effective gratitude. Gain a greater appreciation for gratitude's potential, and a greater understanding of factors that influence the quality and effectiveness of a "thank you," including instances when an expression of thanks could even backfire.

    5:00
    Conference Adjourns for the Day
    Dinner on your own

    8:00-9:00 AM
    Continental Breakfast/Registration

    9:00-10:15
    Keynote Session
    Are We Ready for 2030? Growing the Pipeline of Nonprofit Professionals of Color
    As more than a half million nonprofit leaders retire over the next decade, we find ourselves asking, how will the nonprofit sector develop and diversify its pipeline to fill these vacant positions? What can be done to strengthen this sector? At the same time, the Bureau of Labor Statistics predicts that the fundraising field is expected to grow nearly 15 percent over this same period. Who will fill these new fundraising positions, and who will fill the fundraising positions created by the nonprofits that will seek private support to fill the gap as government funding continues to decline? Today’s panel addresses these concerns and makes recommendations for how we can grow the much-needed pipeline of nonprofit leaders and fundraising professionals of color.  

    10:30-11:45 
    Elective Sessions (choose one)

    • Leadership Track
      Embracing the Growing Importance of Board Diversity
      Recognizing that women and a wide range of ethnic and racial groups play key roles as donors and leaders is essential in the 21st century. Current demographic changes in the ethnic and racial makeup of the nation will have a transformative effect on the concerns and goals driving higher education and the nonprofit sector. Review new research that explores the relationship between diversity on nonprofit boards and organizational efficacy. Session attendees will better understand how the changing demographic composition of American society will impact leadership, board composition, higher education and the philanthropic sector and will master how to work more effectively with women and diverse groups as board members.
    • Philanthropy Track
      Engaging Diverse and Young Alumni
      The commitment to access and inclusion in higher education has resulted in more diverse student and alumni populations. How do advancement professionals translate these gains in admissions diversity into increased, meaningful and sustained engagement and philanthropy among diverse and young alumni? Learn about initiatives across three institutions designed to create space for new voices including programs that support research around issues that touch underrepresented communities and initiatives that bring diverse alumni back to campus and engage them as philanthropic and volunteer leaders. Participants will hear staff and alumni perspectives, discuss challenges to igniting a culture of giving and learn ways to leverage existing CASE resources alongside unique institutional efforts to enhance philanthropy and engagement among diverse constituents.
    • Research Track
      Data and Philanthropy: Understanding the Landscape for Empowered Decision-Making
      Philanthropy is under transformation. With the growing interest in the role that philanthropy can play in solving global and national challenges, one central question is how best to harness data, metrics and knowledge to improve practice and achieve impact now and in the future. While there is a growing emphasis on metrics to help track and measure progress, some trends in philanthropy are inherently less measurable because experience, intuition and inspiration of donors remain key forces driving innovation and social change in the philanthropic sector. As new models and approaches are developed that will shape the future of philanthropy, key questions include: What can data tell us about tomorrow's donors and how they differ in their motivations, aspirations and expectations from donors of the past? How is technology transforming the relationships among donors, causes and communities? What are the key global economic forces that will influence philanthropy? 

    Noon-1:45 PM
    Networking Lunch

    1:45-3:00
    Elective Sessions (choose one)

    • Leadership Track
      Leadership Development as a Social Justice Strategy
      Are you leadership material? The answer depends in large part on your identities, in particular those related to race and gender. Biased models of leadership reinforce dynamics of power and oppression within our organizations, which is why we must make concerted efforts to develop leaders who do not fit the typical prototype. Explore the identity of a leader, learn what it takes for people from historically marginalized and minoritized identities to envision themselves as leaders, and take away practical tools that will help develop your own leadership capacity. Findings from the 2018 Advancing Women's Leadership Survey will be shared along with new practices in leadership development that are emerging from within the social justice community.
    • Philanthropy Track
      Philanthropic Motivations of LGBT Donors and Same-Sex Couples
      While academic research on philanthropy has grown, little research has focused on the motivations and practices of LGBT donors. Learn about new research on LGBT donors, their philanthropy and their donor experiences. Explore how same-sex couples think about charitable giving and make philanthropic decisions. You’ll leave this in-depth discussion with a better understanding of the motivations, priorities and concerns of LGBT donors and with a series of concrete strategies to inspire increased and inclusive giving to your institution.
    • Research Track
      Engaging Diverse Donors: Research Trends
      This session offers key findings based on the emerging data surrounding the rising influence of diverse donors. Demographic shifts related to these groups require a deeper focus on diverse donors and highlights the urgency to address issues of inclusion and awareness within the philanthropic and nonprofit sector. The sector will require increased knowledge on donor preferences and in particular, diverse donors. Through an analysis of diverse donors, the sector will be better equipped to assess the range of experiences, motivations and approaches that drive a wider range of donor preferences and behaviors. What may influence a specific donor depends on a multiplicity of factors, but when specific attention is paid to diverse identities, some valuable insights emerge. The session concludes by linking research insights to practical implications for the field. 

    3:15-4:30
    Keynote Session
    Winning the Long Game: How to Develop Successful Advancement Partnerships with Professional Sports Teams and Athletes
    Listen as David Thornton, director of player engagement for the Indianapolis Colts, shares the do’s and don'ts of engaging professional athletes and sports team in philanthropy and volunteerism. Come prepared with questions for this Q&A session.

    5:00-5:45
    Shuttles to Networking Reception

    6:00-7:30
    Networking Reception
    Join conference speakers and your colleagues to network and unwind after the first day of the conference. Don't forget your business cards. Drink tickets and hors d’oeuvres will be provided.

    7:30 PM
    Shuttles Return to Hotel

    8:00-9:15 AM
    Continental Breakfast/Roundtables

    9:15-10:30
    Elective Sessions (choose one)

    • Leadership Track
      Age is Just a Number: Managing Intergenerational Teams
      It’s no secret that generational diversity is changing workforce dynamics at a rapid clip. Every generation has different attitudes, communication styles, approaches to their work and ways to interact with teammates, which influence organizational culture and performance. There are also lots of unifying characteristics across all generations that can be leveraged to create teams that are critical for your organization to succeed. Development leaders that nurture collaborative and productive multigenerational teams will be best positioned to gain a competitive edge in attracting and retaining the talent that our field needs. Each generation brings a different set of values, beliefs and expectations to the workplace from the traditionalists to the millennials. Leaders need to develop effective strategies to engage these different groups holistically. Organizations that fail to effectively manage a generationally diverse workforce will experience high employee turnover; pay higher costs for recruitment, training and retention; and not have the kind of professionals necessary to inspire donors to support their mission. Learn how to maneuver the opportunities and challenges of managing intergenerational teams and take home tips and tools you can implement when you return to the office.
    • Philanthropy Track
      Engaging Donors after Tax Reform
      It has now been a year since the new tax reform went into effect. Some organizations saw the impact of this through batched multiyear gifts. How do you keep donors engaged in your organization when they aren’t giving for multiple years? How is the tax reform going to impact giving in years two and three? What advocacy is happening that nonprofits should know about?
    • Research Track
      Developing Effective Faculty and Staff Campaigns: Research Insights and Implications for Best Practices
      Build your knowledge about the "donors next door" and the joy of fostering philanthropic giving among your own faculty and staff colleagues. Refine your annual fundraising strategies by examining national data and a case study of Indiana University's diverse campuses. Learn how to engage faculty and staff as prospective major donors using data-based recommendations. Finally, share best practices and ideas from your institution about your employee giving programs.

    10:45 AM-Noon
    Keynote Session
    The Past, Present and Future of Black Generosity

    Noon-12:15 PM
    Closing Remarks

    12:15
    Conference Adjourns 

    This conference is sold out.

    Registration is online only. CASE accepts payment by check or credit card for conference registration fees.

    All prices are shown above are in U.S. Dollars. If your preferred currency if not USD, the fee will display in your preferred currency at the start of the registration process. CASE accepts USD, CAD, AUD, SGD, EUR, and GBP.

    The hotel rate is not included in your conference registration fee. You are responsible for making your own hotel reservation.

    Register Online and Pay by Credit Card

    For Further Assistance

    If you need assistance or to request an invoice, please visit the Member Support, M-F, 9 a.m.-5 p.m. EST.

    Preconference Workshop

    As the nation's demographics continue to shift toward a new minority-majority, organizations are experiencing a transformation: donors and constituents are becoming more diverse. As we look toward the future of our organizations, it is vital that we are inclusive and create unique experiences to attract the diversity of the communities we serve. Join us for a strategic approach on intentionality and measurement for sustainability to develop programs to engage and fundraise from diverse communities.

    Benefits of Attending

    • Establish an overall engagement and fundraising plan
    • Identify diverse constituents of your institution
    • Understand the impact of diverse philanthropy.
    • Learn best practices for fundraising from diverse constituencies.

    Who Should Attend

    • Advancement professionals—at all levels—who want to effectively increase their contributions and resources to their organization
    • Diverse and majority advancement professionals serving, managing, and soliciting diverse constituencies
    • Senior management professionals looking to develop and enhance strategies to attract and retain diverse employees, while creating an open culture.

    Monday, April 15


    8:30-9:00 AM
    Registration/Breakfast

    9:00-9:15
    Welcome and Introductions/Setting the Stage

    9:15-10:00
    How to Incorporate Diverse Donors in Campaigns
    One aspect of capital campaigns is incorporating diverse donors as a phase for building your community of support, internally and externally. When setting the stage for your capital campaign, how do you identify your organization’s diverse key stakeholders from the very start of the process? The co-chairs kick-off the workshop with an in-depth conversation on enriching the wealth and depth of our communities of support.

    10:00-10:45
    Multicultural Fundraising Campaigns that Work
    As the donor landscape changes, fundraisers must determine new ways to engage diverse communities through philanthropy. This panel discussion features nonprofit leaders who have successfully engaged diverse communities through events, marketing and fundraising campaigns that leverage key multicultural consumer insights. Hear about the strategies and tactics that will excite your diverse donors and increase your organization’s overall fundraising goals.

    11:00-11:45
    Top Donors of Color and Why They Give
    Research has demonstrated that donors give for various reasons—impact, appreciation, mission, impulse, recognition or benefit. Are these the same reasons why donors of color give? We know that donors of color are philanthropic. However, they often have personally experienced discrimination or bias (based on the color of their skin, their immigration, or their accent). And, most discuss racial disparity and the racial wealth gap as contributing obstacles. Nevertheless, donors of color are keenly interested in doing impactful, strategic philanthropy. Explore why donors of color give. Learn various strategies and best practices to increase giving from diverse populations as well as hear personal testimonies from philanthropists of color regarding why they give.

    11:45 AM-12:30 PM
    Leveraging Inclusion for Institutional Advancement
    Like many of its peers, the University of Cincinnati Alumni Association (UCAA) experienced a gap in engagement and philanthropy with underrepresented communities. Conference presentations and industry articles have addressed making a business case for outreach to these populations, but many of them do not include best practices and outcomes. Over the course of 18 months, the UCAA was able to see gains in engagement, volunteerism and philanthropy. This presentation outlines the challenges faced for the UCAA in outreach to underrepresented groups of alumni, the methodology of engagement and outcomes.

    12:30-1:00 
    Closing

    Keynote Speakers

    Anna Barber is president and principal consultant for Barber & Associates, a boutique fundraising consulting firm focused on helping nonprofit organizations achieve their full fundraising potential.

    Full bio.

    Anna Barber | President and Principal Consultant

    Tyrone McKinley Freeman is assistant professor of philanthropic studies and the director of undergraduate programs at the Indiana University Lilly Family School of Philanthropy.

    Full bio.

    Tyrone Freeman | Assistant Professor of Philanthropic Studies, Director of Undergraduate Programs, Indiana University Lilly Family School of Philanthropy

    Yolanda F. Johnson has had nearly two decades as a successful fundraising professional and nonprofit development executive. She is currently president of YFJ Consulting, LLC, a fundraising consultancy focused on major gifts, campaigns, individual giving, board development, and special events. 

    Full bio.

    Yolanda F. Johnson | President

    Rose Mays is professor emeritus at the Indiana University School of Nursing at IUPUI. From 1973 until her recent retirement, she specialized in teaching pediatric nursing. For eight years, she served as the school's associate dean for community and international affairs and implemented a program of research and community service focused on health promotion and disease prevention for vulnerable adolescents.

    Full bio.

    Rose Mays | Professor Emeritus, Indiana University School of Nursing at IUPUI

    Juan McGruder is senior vice president and chief development officer at Junior Achievement of Georgia. Prior, he was the director of development for Ivan Allen College of Liberal Arts at Georgia Tech. He also served as associate director of development in the College of Computing and later as the first director of development for the School of Computer Science. He is former AVP for institutional advancement at Morehouse School of Medicine.

    Full bio.

    Juan McGruder, Ph.D. | Founder, Men of Color in Development, Vice President for Advancement

    Charlie Nelms is a transformational servant-leader, a motivational speaker, and a consultant with expertise in higher education. He has more than 40 years of experience and leadership in student access, retention and graduation, institutional effectiveness, and strategic planning. 

    Full bio.

    Charlie Nelms | Principal

    David Thornton enters his eighth season with the Indianapolis Colts as the club's director of player engagement. Thornton's primary charge is the personal and professional growth of each player during and beyond their NFL experience. He tailors specific programs involving professional development, career exposure, financial education, and higher learning for members of the Colts. 

    Full bio.

    David Thornton | Director of Player Engagement, Indianapolis Colts

    Roderick Wheeler is a philanthropy professional, advocate for social change, researcher and innovator with expertise in criminal justice, education, youth and workforce development, philanthropy, and investing in social enterprises.

    Full bio.

    Roderick Wheeler | Executive Director
    • Meet the Keynote Speakers 
    • Meet the Conference Leadership 
    • Meet all of the Speakers

    Hotel & Travel

    Conrad Indianapolis

    50 W Washington St
    Indianapolis, IN 46204

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    The CASE room block is full.

    There are still rooms available, but they are not guaranteed at the CASE group rate of $209. 

    Book a room.

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    Alternate Hotels 

    See below for a list of nearby hotels if you prefer to stay somewhere other than the conference hotel.

    Embassy Suites by Hilton – Downtown Indianapolis
    110 W Washington St
    1-minute walk to conference hotel 

    Hampton Inn Indianapolis
    105 S Meridian St
    3-minute walk to conference hotel

    Hilton Indianapolis
    120 W. Market St
    3-minute walk to conference hotel

    Sheraton Indianapolis City Centre Hotel
    31 W. Ohio St
    6-minute walk to conference hotel

    Book your room online

    Hotel Reservations and Information

    The hotel rate is not included in your conference registration fees. You are responsible for making your own hotel reservation. Book your room online. Occasionally, room blocks fill before the hotel deadline, although hotels may have additional rooms at a higher rate. Please make your reservation immediately to ensure the discounted rate and availability. 

    ROOM BLOCK WARNING

    CASE Conferences have recently become the target of wholesaler companies trying to sell rooms for CASE Conferences. If you receive a phone call offering to make your reservation and take credit card information over the phone for a CASE Conference, do not conduct this transaction! You run the risk of arriving at the hotel and not having a reservation, or being unable to change or cancel your reservation without penalty, and possibly compromising your credit card details. It is recommended CASE Conference attendees follow the suggested channels for booking accommodation within the conference block following the instructions on this page.

    City Guide
    • While You're here

    See & Do

    Indulge your inner foodie. Visit historic sites. Discover fascinating museum exhibits. Extend your experience outside the conference hotel and explore the sights, sounds, and good eats of the city!

    Visiting Indianapolis

    Co-Sponsors

    AADO LOGO LARGE
    IUPUI LOGO

    This conference is co-presented with the African American Development Officers Network (AADO) in partnership with the Mays Family Institute on Diverse Philanthropy. 

    Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
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