July 12-14 - Mills House Hotel - Charleston, South Carolina

Register Now

Thursday, July 12, 2018

7:30am - 6:30pm

Registration Open at Mills House Hotel

7:30 - 8:30am

Joint GI.GUSA Executive Committee Meeting
(Breakfast served)

8:45 - 9:45am

Committee Meetings, 3rd Floor:
Marketing | Membership | Program & Education | Resource Development

10:00 - 11:00am

Giving USA Foundation Board

11:00am - 12:00pm

Giving Institute Board

12:00 - 1:00pm

Giving Institute Annual Meeting

1:45 - 2:00pm

Welcome to Summer Symposium
Symposium Chairs:
Brenda Asare, President and CEO, The Alford Group
June Bradham, Chairman and Founder, Corporate DevelopMint

2:00 - 3:15pm

Moving from Relevant to Essential: Practicing Courage in Philanthropy
Presenter:
Darrin Goss, CEO, Coastal Family Foundation

Description:
To become essential community partners and agents of change, we must build a culture which supports practicing courage within our organizations. Darrin Goss, Sr. President and CEO of Coastal Community Foundation, will share the story of his organization’s journey through thinking intentionally to define and redefine the Foundation’s role and purpose. Their work crafting a Civic Engagement Agenda and building capacity with a multi-faceted approach has resulted in a new strategic vision for becoming an essential part of the integrated philanthropic ecosystem.
READ MORE ↓
Description:
To become essential community partners and agents of change, we must build a culture which supports practicing courage within our organizations. Darrin Goss, Sr. President and CEO of Coastal Community Foundation, will share the story of his organization’s journey through thinking intentionally to define and redefine the Foundation’s role and purpose. Their work crafting a Civic Engagement Agenda and building capacity with a multi-faceted approach has resulted in a new strategic vision for becoming an essential part of the integrated philanthropic ecosystem.

3:15 - 3:30pm

Networking Break

3:30 - 4:45pm

The Tides are Changing - Keeping up with Philanthropists
Panelists:
Carolyn Hunter
Steve Swanson
Andrea Zucker

Description:
What does a baby boomer, next generation family member and entrepreneur have in common? They all represent the various faces of donors that are taking philanthropy to the next level. While the end results may be the same, the rules of engagement are changing and shifting. This session aims to understand from high profile philanthropists how to harness the power of their giving, assess philanthropic potential and unlock the secrets to how they invest in nonprofits.
READ MORE ↓
Description:
What does a baby boomer, next generation family member and entrepreneur have in common? They all represent the various faces of donors that are taking philanthropy to the next level. While the end results may be the same, the rules of engagement are changing and shifting. This session aims to understand from high profile philanthropists how to harness the power of their giving, assess philanthropic potential and unlock the secrets to how they invest in nonprofits.

6:00 - 9:00pm

Signature Dinner


Friday, July 13, 2018

8:30 - 9:45am

Breakfast Roundtables

10:00 - 11:15am

Today's Fundraising Climate: A President's Perspective
Panelists:
Jim Clement, President, Clemson University
Brian O’Rourke, VP of Development & Alumni Affairs, Clemson University

Description:
Enjoy hearing from a dynamic partnership between a President and Chief Development Officer and how they made brave changes to reach their first billion. They will share how they grew participation in philanthropy - 10 fold in as many years. Jim will give his perspective on the fundraising climate, changes he has seen and the pressures that come with the position. Does winning a national championship change things? It will be an up-close and personal conversation.
READ MORE ↓
Description:
Enjoy hearing from a dynamic partnership between a President and Chief Development Officer and how they made brave changes to reach their first billion. They will share how they grew participation in philanthropy - 10 fold in as many years. Jim will give his perspective on the fundraising climate, changes he has seen and the pressures that come with the position. Does winning a national championship change things? It will be an up-close and personal conversation.

11:15 - 11:30am

Networking Break

11:30am - 12:45pm

Racial Justice in the Wake of Mother Emmanuel
Panelists:
Brian Duffy, Founder, The Charleston Forum
Barbara Kelley-Duncan, Co-Chair, Social Justice Racial Equity Collaborative
Michael Moore, CEO, International African American Museum

Description:
On June 17, 2015, Dylann Roof joined a bible study at Mother Emmanuel AME Church in Charleston, SC, and left only after shooting and killing nine African American parishioners. In the weeks following, as residents of the community struggled to cope in the wake of such blatant, racially motivated violence, the pundits on TV praised Charleston for its grace in the face of tragedy. Three years later, the community faces a different question – what has changed, what is changing to ensure we learn from the past and ensure a better, equitable, safe future for everyone. In this discussion, moderated by Rachel Hutchisson – a resident of Charleston herself – three local leaders share their views about what happened after the tragedy, how people convened differently, if and how progress is being made, and – finally – what the climate is when those working for a more equitable future ask the community to support fundraising for causes related to racial justice. Bottom line, are we making progress fast enough?
READ MORE ↓
Description:
On June 17, 2015, Dylann Roof joined a bible study at Mother Emmanuel AME Church in Charleston, SC, and left only after shooting and killing nine African American parishioners. In the weeks following, as residents of the community struggled to cope in the wake of such blatant, racially motivated violence, the pundits on TV praised Charleston for its grace in the face of tragedy. Three years later, the community faces a different question – what has changed, what is changing to ensure we learn from the past and ensure a better, equitable, safe future for everyone. In this discussion, moderated by Rachel Hutchisson – a resident of Charleston herself – three local leaders share their views about what happened after the tragedy, how people convened differently, if and how progress is being made, and – finally – what the climate is when those working for a more equitable future ask the community to support fundraising for causes related to racial justice. Bottom line, are we making progress fast enough?

12:45 - 2:00pm

Lunch and Networking

2:00 - 3:15pm

New Megadonor Archetype – A study of the Donors from The Giving Pledge
Panelists:
Colleen O’Grady, AVP & Philanthropist Strategist, Lipman Hearne
Peter Barber, Executive Vice President of Business and Account Development, Lipman Hearne

Description:
High net worth individuals are growing in number and are increasingly in the public eye. Some are inclined to give, and their support can make a transformational difference. But how do they approach these decisions? And what might all donors see in the examples set by these high-profile, high-impact donors? Lipman Hearne analyzed the first-person statements of 150+ billionaire households taking part in the Giving Pledge since 2010. We¹ll share our take-aways, including profiles of five new Megadonor Archetypes, each telling the world a particular story about themselves through their philanthropy, and each with their own decision-making style and engagement preferences. We¹ll discuss the implications of this research and what it means for growing philanthropy.
READ MORE ↓
Description:
High net worth individuals are growing in number and are increasingly in the public eye. Some are inclined to give, and their support can make a transformational difference. But how do they approach these decisions? And what might all donors see in the examples set by these high-profile, high-impact donors? Lipman Hearne analyzed the first-person statements of 150+ billionaire households taking part in the Giving Pledge since 2010. We¹ll share our take-aways, including profiles of five new Megadonor Archetypes, each telling the world a particular story about themselves through their philanthropy, and each with their own decision-making style and engagement preferences. We¹ll discuss the implications of this research and what it means for growing philanthropy.

3:15 - 3:45pm

Networking Break

3:45 - 5:00pm

Artificial Intelligence and Cracking the Code of BIG DATA
Panelists:
Anthony Tomaino, Principal Product Manager, Blackbaud
David M. Lawson, Co-Founder and CEO, Newsci
Jeff Gordy, CEO & Co-Founder, NeonCRM

Description:
Exactly what is Big Data and how is it influencing the sector? Come learn from our Giving Institute members how their companies are changing how nonprofits use data to shape strategy, create efficiencies operationally, and maximize donor stickiness and donations.
READ MORE ↓
Description:
Exactly what is Big Data and how is it influencing the sector? Come learn from our Giving Institute members how their companies are changing how nonprofits use data to shape strategy, create efficiencies operationally, and maximize donor stickiness and donations.

7:00pm

Dine Arounds


Saturday, July 14, 2018

8:30 - 9:15am

Breakfast Roundtables

9:15 - 10:30am

Future-Proofing Your Business for Tomorrow
Panelists:
Kate Roosevelt, Executive Vice President Campbell & Company
Aly Sterling, President, Aly Sterling Philanthropy
Poonam Prasad, President, Prasad Consulting

Description:
As a business leader, you need to work ON your business by making strategic choices, not just IN it. Future-proofing your business entails the never-ending process of continuous improvement, based on long term thinking and fueled by an appetite to be a learning organization. While it is exhausting and sometimes feel like you need a crystal ball, the reward is a nimbler, more resilient business that will stand the test of time. Giving Institute members will share their tactics for shoring up their businesses against the tides of fate.
READ MORE ↓
Description:
As a business leader, you need to work ON your business by making strategic choices, not just IN it. Future-proofing your business entails the never-ending process of continuous improvement, based on long term thinking and fueled by an appetite to be a learning organization. While it is exhausting and sometimes feel like you need a crystal ball, the reward is a nimbler, more resilient business that will stand the test of time. Giving Institute members will share their tactics for shoring up their businesses against the tides of fate.

10:30 - 10:45am

Networking Break

10:45am - 12:00pm

Old Bridge, New Bridge: Has Storytelling Changed?
Panelists:
Sarah Barnes, Director of Marketing and Business Development, Campbell & Company
Nils Smith, Chief Strategist of Social Media and Innovation, Dunham + Associates

Description:
Since the days of Gilgamesh and the blind poet, Homer, people are enthralled by effective storytelling. Aside from clay tablets and old scrolls, has much changed today? Are the rules different with YouTube, Instagram and Twitter? Our panel will guide us in understanding how traditional audience engagement through storytelling is moving into the future. Do some things never change? Like crossing a bridge to get to the other side, we’ll learn the latest designs and strategies!
READ MORE ↓
Description:
Since the days of Gilgamesh and the blind poet, Homer, people are enthralled by effective storytelling. Aside from clay tablets and old scrolls, has much changed today? Are the rules different with YouTube, Instagram and Twitter? Our panel will guide us in understanding how traditional audience engagement through storytelling is moving into the future. Do some things never change? Like crossing a bridge to get to the other side, we’ll learn the latest designs and strategies!

12:00 - 12:15pm

Closing Remarks