This panel discussion with audience Q&A provides a cross-pollination of ideas on what it takes to fundraise effectively in today’s economy. Gain key fundraising take-aways on the state of fundraising with the Giving USA report on philanthropic trends, learn how to position your organization for success, and the role of planned giving programs as an essential part of your fundraising strategy. This crucial session combines big picture thinking with tactical ideas to impact your 2011 fundraising program.

PANELISTS

Robert Evans, Partner, EHL Consulting and a Director of Giving USA Foundation, will speak about the results of the Giving USA 2010 Annual Report of Philanthropy and trends in giving.

Lorri Greif, CFRE, President, Breakthrough Philanthropy and easyPG, will address the importance and role of planned giving and how nonprofits can start their own planned giving program.

Howard Adam Levy, President of the Nonprofit Brand Institute and Principal of Red Rooster Group, will address the role a strong brand plays in facilitating a nonpprofit’s fundraising.

MODERATOR

Roxanne Greenstein, President, Greenstein Consulting, fundraising consulting for nonprofits.

Roxanne Greenstein has more than 20 years of experience in all aspects of fundraising and board development, having held senior development positions at the Arts & Business Council, Makor/Steinhardt Center of the 92nd Street Y, Brooklyn Botanic Garden, The Jewish Museum, and the American Numismatic Society. In 2004 she founded Greenstein Consulting and has worked with a broad range of clients, both on her own and through the not-for-profit services group of RSM McGladrey, a national firm.

WHO SHOULD ATTEND

This session is geared toward those interested in improving their nonprofit’s fundraising efforts including:

• Executive Directors
• Development Directors
• Marketing Staff
• CFOs
• Nonprofit Board Members

WHAT YOU CAN EXPECT

An exceptional evening of insight and interaction that will get you thinking about new ways to invigorate your fundraising plan. Leading nonprofit experts, each with decades of experience in their respective fields, share their knowledge and experiences in working with mid-sized nonprofit organizations.

Each panelist will present a short presentation on a facet of fundraising to give you a multi-faceted perspective on:

• The state of philanthropy, and what it means for your organization.
• What branding is and how a strong brand can improve your fundraising success.
• What planned giving is, and how your organization can reap millions through a thoughtful planned giving program (and an easy way to get started).

Roxanne will moderate a discussion to explore these various aspects of growing revenue for your organization and delve deeper into the tactics and implications for nonprofits. You are sure to come away with an increased understanding of how you can improve your organization’s overall approach to fundraising.

A question and answer session will allow you to pick the brains of experts in fundraising strategies, wealth management, planned giving, and brand building. Hearing other nonprofits’ questions will give perspective on the concerns of similar organizations. You are sure to learn a lot.

Of all the fundraising sessions you may attend this year, this is one session you will not want to miss.

To bring this event to your organization, contact Howard Adam Levy at 212-673-9353 or howard@redroostergroup.com

PHOTOS

From the event held on December 7, 2011 at the Support Center for Nonprofit Management in NYC.

Roxanne Greenstein, Robert Evans, Lorri Greif and Howard Adam Levy discuss the different dimensions of fundraising.

Bob Evans shares the results of the Giving USA annual study on philanthropy in America.

Lorri Greif explains how planned giving programs can result in millions in additional revenue for nonprofits.

Howard Adam Levy describes how a strong nonprofit brand contributes to increased donations.

An appreciative audience is delighted with the insights they have learned.