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Timetable:

Click on any NAME (in bold) to jump to the speaker, or click on the SESSION TITLE to jump to the session.

Wednesday 24th June // MASTER CLASS DAY
8:30 - 9am Registration and Coffee
Stream 1 - Exhibition Hall Stream 2 - Banquet Room 1 Stream 3 - Banquet Room 2 Stream 4 - Conference Room 1 Stream 5 - Conference Room 2 / 3
9 - 10:30am Rachel Muir Win Your Donors' Hearts, Minds, and Wallets Sam Laprade It's not Rocket Science: Analytics Nikki Bell The Important Role of Community (P2P) Fundraising Stephen George Find and Spark Your Purpose, Story and Proposition Fiona McPhee Unlock your Monthly Giving Value Potential
10:30 - 11am Morning Tea 'Market Place Exhibition Space', Promenade Room and Bar
11 - 12:30pm Rachel Muir Win Your Donors' Hearts, Minds, and Wallets Sam Laprade It's not Rocket Science: Analytics Nikki Bell The Important Role of Community (P2P) Fundraising Stephen George Find and Spark Your Purpose, Story and Proposition Fiona McPhee Unlock your Monthly Giving Value Potential
12:30 - 1:30pm Lunch - 'Market Place Exhibition Space', Promenade Room and Bar
1:30 - 3:00pm Rachel Muir Win Your Donors' Hearts, Minds, and Wallets Sam Laprade It's not Rocket Science: Analytics Nikki Bell The Important Role of Community (P2P) Fundraising Stephen George Find and Spark Your Purpose, Story and Proposition Fiona McPhee Unlock your Monthly Giving Value Potential
3 - 3:15pm Afternoon tea or coffee available into fireside chat
3:15 - 4pm Fireside Chat: Cuss and Discuss hosted by Michelle Berriman with Rachel Muir, Nikki Bell, Fiona McPhee, Stephen George, Sam Laprade - Cole Theatre
4:15 - 6:30pm Welcome Cocktail Function - Room TBC
7:30 - 9:30pm IFC Storytime, followed by I Wish I'd Thought of That with Gavin Coopey and Fiona McPhee - Room TBC
Thursday 25th June // FINZ CONFERENCE
8 - 9am Registration and Coffee
8:45 - 10am Cole Theatre - Mihi Whakatau, FINZ Welcome, and Opening Plenary with The Future of Fundraising presented by Rachel Muir and Lessons from an Introvert: Getting the Most Out of Your FINZ Experience presented by Nikki Bell
10 - 10:30am Morning Tea 'Marketplace Exhibition Space', Promeande Room and Bar
General Fundraising Stream - Exhibition Hall Bequests, Capital Campaigns, and Major Gifts Stream - Banquet Room 1 All Things Digital Stream - Banquet Room 2 Community and Corporate Stream - Horizon Lounges 1 and 2 Direct Marketing and Regular Giving Stream - Conference Room 2 and 3
10:30 - 11:30am Rebecca Scelly Your Investment Strategy - to Diversify or to Consolidate Sam Laprade A-Z of Stewardship Mamta Bhatt The Underdog of Digital Fundraising Abby Clemence Identifying your Corporate Partnerships Sweet Spot Terri Sheahan To Ask or Not To Ask?
11:35 - 12:35pm Rachel Muir Why Fundraising is the 'F' Word to Your Board Chanel Hughes Developing your Compelling Case for Support Tim Paris How to Raise More Funds with Machine Learning and Predictive Analytics Marcus Blease Great Event Journeys Ashley Rose Donor Engagement Starts from Within
12:35 - 1:25pm Lunch 'Marketplace Exhibition Space', Promeande Room and Bar
1:30 - 2:30pm Daniel McDiarmid Winning and Keeping Institutional Support for Fundraising Chris Downes Building a Bequest Program from Scratch Nikki Bell How to Revoltuionise Online Engagement with a Smart Phone Su Marshall Harry vs Hamlet - Tips to Make your Grants Program a Best Seller Fiona McPhee From Little Things, Big Things Grow
2:35 - 3:35pm Dominique Leeming Developing a High Performance Team - and Keeping Them Stephen George Building a Transformational Legacy Campaign Jessie Gilchrist TBL SPCA Award Winners, Biggest Fundraising Campaign was Built on Trust Gwen Green How to Convert Event Participants into Sustainable Long Term Donors Leo Orland Yes, there are Silver Bullets - but are you Prepared to Fire Them?
3:35 - 3:45pm Afternoon Tea to take into Cole Theatre, 'Marketplace Exhibition Space', Promeande Room and Bar
3:45 - 5pm NZed Talks Cole Theatre
3:45 - 5pm Nikki Bell Why Being a Loser Means You're Winning Rebecca Scelly International Innovators: Exploring Fundraising on Different Frontiers Laura Golland Our Best DM Yet Zebedee Stone Are You a Coopetitor? Philippa Mandis Legacies: Boom or Bust
6:30 - 7:30pm Pre Dinner Drinks and Canapes Apollo 20 Landing Area
7:30pm - Midnight FINZ Awards 2020 and dinner - Banquet Rooms 1 and 2
Friday 26th June // FINZ CONFERENCE
7 - 8:30am Special Interest Breakfast (Limited Spaces)
7 - 8:30am Daniel McDiarmid, Giving Architects The Pains and Gains of Getting your Board Fundraising-Ready Nicola Long, DVT International Innovators: Exploring Fundraising on Different Frontiers Peter Clarke and Grant Chellew, Roe Print Services Topic TBC Leo Orland and Terri Sheahan, Precision@Soar Health Check your Donor Welcome Journey Clive Pedley and Iyanthi Wijayanayake, Giving Architects Conversation of Significance: Taking the Giant Leap with your Potential Major Donors
7 - 8:30am Lidia Lal, Blackbaud and Tim Paris, Dataro Predicting what your Donors will do Next using Machine Learning
8 - 8:45am Registration and Coffee
8:45 - 9:30am Cole Theatre - Day 2 Opening Plenary with Can We Get Real? Fundraising is Hard presented by Sam Laprade
General Fundraising Stream - Exhibition Hall Bequests, Capital Campaigns and Major Gifts Stream - Banquet Room 1 All Things Digital Stream - Banquet Room 2 Community and Corporate Stream - Horizon Lounges 1 and 2 Partnerships, Teams, and You! - Conference Rooms 2 and 3
9:35 - 10:35am Marcus Blease Trends Coming in the Event Fundraising Landscape in the Coming 10 Years Clive Pedley and Iyanthi Wijayanayake Social Impact Investment - the Next Stratosphere of Delivering Impact at Scale TBL Alex Williams Marketing Principals and Practices for Fundraisers Mildie Meyer-Els The Road Less Taken: A Different Approach to Make a Big Impact Kaite Graham and guests How to Create Long Term Sustainable Partnerships
10:35 - 11am Morning Tea 'Marketplace Exhibition Space', Promeande Room and Bar
11:05 - 12pm Gavin Coopey Innovating Better - Next Week! Nick Jaffer Capital Campaigns: From Planning to Execution to Follow Up Kerren Morris Why you need a Digital Gifts in Will Strategy ASAP Marnie Fleming Are you ready for your Big Brand Campaign? Stephen George Great Fundraising Teams
12:05 - 1pm Chantel Plum The Psychology of a Three-Headed Fundraising Monster Robin Cabral Building Your Major Gifts Portfolio in Any Size Fundraising Shop Tony Lindsay TBL The Ultimate Engagement Toolkit Sarah Paterson-Hamlin Running with the All Blacks - Is It Worth It? Eva Aldrich with Tilda Bostwick and guests Professional Development Panel
1:05 - 1:40pm Lunch 'Marketplace Exhibition Space', Promeande Room and Bar
1:45 - 2:45pm TBC TBC Sam Laprade Legacy Giving Cam Cotter TBL and Jenni Anderson Our Lessons from the Christchurch Shooting Victims' Appeal Jill Ford Shooting for the Stars and how to at least hit the Moon with Event Fundraising Nikki Bell Pizza for Losers
2:50 - 3:50pm Host Terri Rosenstock with TBC 'Myth Smashing! TBL', Cole Theatre
3:50 - 4pm Thank You and Closing of Event, Cole Theatre


Sessions and Speakers are subject to change.

 

MASTER CLASSES AND EVENTS

Room: Various, see event

 

Master Class: Win Your Donors' Hearts, Minds & Wallets

Win Your Donors' Hearts, Minds & Wallets

Exhibition Hall, Wednesday 24th June, 9am - 3pm
Speaker: Rachel Muir

Secrets of Great Fundraisers  
You know who they are.  The fundraiser who makes it look easy.  Getting the big gifts.  Loving their job.  Always smiling.  At the cocktail party they’re surrounded by all the donors you want to get to know.  What’s their secret?  Come learn the secrets of great fundraisers.  Get time saving tools and tips including best-of-discovery questions to spark a meaningful conversation with your donor.  In this interactive workshop participants do a speed round asking rapport building discovery questions with each other.   Be inspired with real world examples and makeovers from our special guest’s fundraising hall of fame (and shame!).   

In the Mind of the Donor: How Donors Think    
How big is the gap between what you want to say to a donor and what the donor wants to hear?  Many organizations embrace the philosophy of being donor-centered, but how that looks in practice is fundamentally critical to your bottom line.  The commercial world spends billions to understand how to drive loyalty and boosts 90% retention.  Why are we so far off and what can we learn from our favorite brands?  This thought-provoking workshop is loaded with tips and tools for better donor communication, cultivation and discovery.  Explore your own charitable decision making and what inspires them you upgrade their giving.  Discover how to use tools like surveys for actionable insights into what your donors think and need.   Dive into the irresistible power of the story and get the recipe for truly great stories 

I Wish I’d Thought of That: “Best of” Fundraising Examples  
Ready for eye candy campaigns that make you wish YOU’D thought of that?  Buckle up, buttercup.  Our special guest, Rachel Muir, CFRE is firing up the very best fundraising examples from budgets small and large.  This session will inspire and delight you with eye-candy examples and concrete tactics you can implement in your next fundraising campaign. We’ll explore great content, unique thinking and delightful design across donor thank you’s, emails, websites, online advertising, donation pages, videos—and anything else that increases donations!    And of course, you’ll be able to walk away with the presentation itself as a resource for future brainstorming. 

It’s not rocket science: How to use analytics to further your mission

It’s not Rocket Science: How to use Analytics to Further your Mission  

Banquet Room 1, Wednesday 24th June, 9am - 3pm
Speaker: Sam Laprade

Combining fundraising and analytics is the secret sauce to success in countless development offices. But wait … where do you start? What metrics do you measure? And what do they mean?  

Donor database analytics are the key to use your time and resources effectively. This is a proven method to enhance your strategic fundraising plan.  

Think of donor data a different way. Each donor speaks to us through the data. Donors that only give once to our organizations speak volumes through the Second Gift Conversion metric. Donors that have loyally donated over ten plus years are fabulous planned giving prospects. Looking at donors through a RFM (Recency, Frequency and Monetary) lens will help you appeal to the right donors with the right message.  

In this master class we will walk through three essential areas:  

  1. What donor data analytics should you measure?  
  2. How do I interrupt the data results?  
  3. I have the data results. What do I do now?  

This class will give you the confidence to measure the data and use the results to take your fundraising to the next stratosphere!  

The Important Role of Community (Peer-to-Peer) Fundraising: How to Get Started and What You Need to Make it a Success

The Important Role of Community (Peer-to-Peer) Fundraising: How to Get Started and What You Need to Make it a Success 

Banquet Room 2, Wednesday 24th June, 9am - 3pm
Speaker: Nikki Bell

Strong community relationships are the bridge between your supporters and your mission.  

As charities re-discover the potential and need for community fundraising work is underway across the world to re-energise or resurrect this fundraising method which connects the donor to cause through personal relationships.  

This masterclass will uncover the magic of one of the oldest methods of fundraising and how charities large and small can benefit from developing it from a collection tin culture to a strategic and proactive income stream.  

By looking at everything from what you need to create the perfect plan to how to continue support from the supporters who join your cause, you will leave this masterclass with the tools you need to take to take your first step to developing community fundraising relationships. 

Find and spark your purpose, story and proposition: How to reconnect to engage, inspire and ask for more money

Find and Spark your Purpose, Story and Proposition: How to Reconnect to Engage, Inspire and Ask for more Money 

Conference Room 1, Wednesday 24th June, 9am - 3pm
Speaker: Stephen George

This masterclass gives you the space, guidance, confidence and coaching to reconnect these vital tools and to learn and use a more confident inspiring fundraising approach.  A bold reboot of your purpose and case for support, the need and your solution in language we can get, the donor understands and that you can use. How to find and use stories, so you can tell your own and not be afraid. How to ask with confidence and clarity.  

This masterclass will guide you a review and what you need to do, step by step. Case studies, models and tools, steps by step action plans, inspiring stories and group work will help you reconnect and find the confidence, clarity and capability to tell stories, connect with your need and ask 

Fiona McPhee - Regular Giving Masterclass

Unlock your Monthly Giving Value Potential … How to Make your Monthly Giving Program Flourish 

Conference Room 2/3, Wednesday 24th June, 9am - 3pm
Speaker: Fiona McPhee

Monthly giving has changed the face of fundraising across the globe. Learn from some of the most successful Monthly Giving programs from around the world. Join Fi in this masterclass to hear insights & ideas to drive your monthly giving program further.

This session brings together market and program insights, accepted best practice and new ideas from around the world to help you improve how you develop, execute and manage your current monthly giving program.  Face-to-Face, Digital, and multi-channel programs come under the microscope as Fi seeks to provide you with insight, ideas, and examples to inspire you to improve your monthly giving program and monthly giving donor management.  If you have a monthly giving program that needs a refresh, want to ensure you have explored new options to improving your program or are expanding channels this is a not to be masterclass for those managing regular giving programs.

Fi will explore the nine key elements of well-managed and flourishing monthly giving programs.  Using a mix of benchmarking and bespoke analysis insights, mystery shopping outcomes and case studies the 3 masterclass sessions will explore ideas to improve your monthly giving program.

Fireside Chat: Cuss and Discuss

Fireside Chat: Cuss and Discuss

Cole Theatre, Thursday 25th June, 3:15-4pm
Speakers: Rachel Muir, Sam Laprade, Nikki Bell, Fiona McPhee, and Stephen George
Host: Michelle Berriman

 

Welcome Cocktail Function

Welcome Cocktail Function

Apollo 20 Landing Area, Wednesday 24th June, 4:15pm - 6:30pm

IFC Storytime

IFC Storytime followed by IWITOT

Cole Theatre, Wednesday 24th June, 7:30pm - 9:30pm
IFC Storytime Speakers: Gavin Coopey and Fiona McPhee
With: Nikki Bell

Pizza, beer, and bubbles! Followed by 'I Wish I'd Thought of That'.

I Wish I’d Thought Of That (IWITOT)

The fundraising campaigns that have inspired the sector
IWITOT Speakers: Gavin Coopey and Fiona McPhee
With: Nicola Long, Brad Sedal, Lisa Rudolphe, Sebastian Grodd, Stephen George, Nikki Bell, and Mamta Bhatt

Be prepared for a fast-paced inspiration session with nine fundraisers from all walks of life (from both New Zealand and overseas) taking to the stage — each with just six minutes to share with you the fundraising idea they wish they had thought of.

Why was it smart? What did it achieve? What does it mean in today’s world? What can you learn from it?

It has been a sell-out event in London since 2012 and also appears at IFC in Holland – the world’s leading fundraising Conference – where it has been a packed out session on the programme

We’re excited to be able to launch IWITOT for the first time in New Zealand and kick off the Conference at the same time with an inspiring evening of all that’s best in Fundraising

Opening Plenary - Thursday

Opening Plenary

Cole Theatre, Thursday 25th June, 8:45am - 10am
Speakers: Rachel Muir and Nikki Bell

Mihi Whakatau and FINZ Welcome

The Future of Fundraising - Rachel Muir
Can you snap your fingers to see the future of fundraising?  Get a front-row seat to the future of fundraising in this eye-opening session full of practical and aspirational fundraising ideas you can apply immediately to delight your donors.  See eye candy advances in technology that will allow us to engage donors at every giving level.  Be inspired and delighted by how the world most loved brands might treat your donors.  This heavily illustrated action-packed session will challenge you to rethink fundraising in new ways, with plenty of actionable take-away tools to get you there!      

Lessons from an Introvert: Getting the Most Out of Your FINZ Experience - Nikki Bell

You got the budget signed off, you're taking time away from the office, you're here to learn and be inspired; oh, but it can feel so overwhelming and daunting! Proud introvert, Nikki Bell, will be sharing her tips and tools to unleash your inner introvert to get the most out of your conference and fundraising relationships. From networking and quality connections to self-care and personal brand (maybe we'll see you on the stage in 2021?), discover the introvert powers we all possess that can help us to have better conversations, get more out of experiences, and make sure we don't burn ourselves out in the process.

 

NZeDTalks

NZeDTalks

Thursday 25th June, 3:45pm - 5pm
Speakers: Rebecca Scelly, Laura Golland, Zebedee Stone, and Philippa Mandis

International Innovators: Exploring Fundraising on Different Frontiers - Rebecca Scelly

Fundraising is the same around the globe, or is it? The same fundraising principles underly best practice in every country, but some markets are advancing in certain areas of fundraising faster than others.

This session will take a look fundraising around the world, and especially what key areas we can learn from and apply to our fundraising back in NZ. We'll take a closer look at the fast paced digital fundraising work in South Korea, the key to DRTV success in Brazil, how Face to Face fundraising in Taiwan is thriving, and the importance of Key Influencer engagement in Hong Kong. Seeing the potential in each of these areas, and how different markets have adapted standard fundraising practices to suit the local market can be very useful to fundraisers of all levels in New Zealand. 

How Spending Less Time Folding Letters Ended with our Best DM Yet Laura Golland

A quick journey on how Wellington Free Ambulance came up with its best direct mail campaign, by using staff time differently to achieve great results. Take away some tip and ideas to streamline your processes and give your staff more time to innovate.  

Are you a Coopetitor? - Zebedee Stone

New Zealand has more charitable organisations per capita than anywhere in the world. It begs the question how could we cooperate to achieve strengthen our causes and help make Aotearoa and the world a better place? It's a question Zebedee grappled with during his recent MBA studies. Businesses are now finding ways to compete and work together at the same time for mutual success. There's a good chance we can do the same.

Legacies: Boom or Bust? The Greatest Transfer of Wealth in Human History is Happening  - Philippa Mandis

SPCA recently launched its first ever national legacy programme - Giving Hearts. With legacy income exceeding $16M+ annually SPCA is now working on building its prospect pipeline and the number of confirmed bequestors.

Through a combination of direct mail, supporter events, and using an outstanding supporter care model, SPCA is building a committed pipeline that will secure the future of SPCA's work. Philippa Mandis will discuss the tactics SPCA is using to build its legacy programme, the results it is achieving, key learnings and examples of some of the creative used to promote the programme. If you are looking for ideas and ways to build your legacy programme, this is a must-see session.

FINZ Awards 2020 and Dinner

FINZ 2020 Fundraising Excellence Awards & Dinner

Day: Thursday 25th June, 7:30pm - Midnight
Room: Banquet Rooms 1 & 2

Pre dinner drinks and canapes are in the Apollo 20 Landing Area from 6:30pm.

Then, join us for the main Awards event and dinner.

Learn more about Awards HERE

VIP Breakfast

VIP Breakfast

Limited spaces available, first come, first served.

Tables:

  • AskRIGHT, 'The Pains and Gains of Getting your Board Fundraising-Ready' with Daniel McDiarmid
  • DVT, 'Take your Digital Fundraising to the Next Level with Film and Video' with Nicola Long
  • Roe Print, TBC, with Peter Clarke & Grant Chellew
  • Precision@Soar, 'Health Check your Donor Welcome Journey' with Leo Orland & Terri Sheahan
  • Giving Architects, 'Conversations of Significance: Taking the Giant Leap with your Potential Major Donors' with Clive Pedley & Iyanthi Wijayanayake
  • Blackbaud, 'Predicting what your donors will do next using machine learning', with Lidia Lal and Tim Paris, Dataro
Opening Plenary - Friday

Opening Plenary - Friday

Cole Theatre, Friday 26th June, 8:45am - 9:30am
Speaker: Sam Laprade

Can We Get Real? Fundraising is Hard - Sam Laprade

The fundraising profession can be lonely. Maney people think working in a non-profit is all about fancy parties and long lunches and big cheque presentations. The reality of fundraising is very different. Let's talk about who is caring for the fundraiser.

We will take the lid off some of the sector's tough topics - mental health, imposter syndrome, workplace bullying, sexual harassment in the non-profit world are rarely talked about. In the spirit of change and the spirit of supporting each other we will talk about these real conversations.

Inspiring fundraising professionals to take the next step in self-care and improving our sector is the goal!

Myth Smashing!

Myth Smashing!

Cole Theatre, Friday 26th June, 2:50pm - 3:50pm
Smashers: Marnie Fleming, Natalie Macaulay, and others
Host: Terri Rosenstock

 

GENERAL FUNDRAISING STREAM

Room: Exhibition Hall

Rebecca Scelly - Your Investment Strategy

Your Investment Strategy - To Diversify or to Consolidate

Thursday 25th June, 10:30am - 11:30am
Speaker: Rebecca Scelly

It's a dilemma many organisations find themselves in, what strategy should we use for our fundraising programme over the next 5 years?

Should we expand our fundraising channels and therefore diversify our income? This would reduce the risk of one channel failing, but would it stretch our resources too thin? Or, should we consolidate our income channels to just one or two, but do those one or two really well?

This session looks at organisations who do both of these strategies, and analyses what has worked and what has not. Every organisation is different and after the main presentation, there will be plenty of time to talk through your organisations current thinking around investment strategies, and whether you are on track to stabilise, or grow your gross and net income.

For those of you who like data, and budgets, or need to make some investment decisions, this is the best session for you.

Rachel Muir - Why Fundraising is the F word to Your Board & How to Fix It

Why Fundraising is the "F" word to Your Board & How to Fix It

Thursday 25th June, 11:35am - 12:35pm
Speaker: Rachel Muir

Do you have board members who are “allergic” to fundraising?  Few things are more critical to your nonprofit’s health, success and sustainability than an effective board of directors.  Ready for a board makeover?  Our special guest Rachel Muir, CFRE has your back!  If you are ready to transform your D list to an A list come discover:   

  • Why fundraising is the f word to board members and how to fix it  
  • How to turn board members into fundraising superheroes without making an ask 
  • The recipe for “graceful exits” for unproductive board members  
  • Tools and templates to manage your board (including a sample board contract)  
  • How to use a board assessment to spark board growth and development  
  • How to onboard and set the right expectations for incoming board members   
Daniel McDiarmid - Winning and Keeping Institutional Support

Winning and keeping institutional support for fundraising: the fundraising plan, and the fundraising report

Thursday 25th June, 1:30pm - 2:30pm
Speaker: Daniel McDiarmid

More fundraisers resign because of a lack of support from the CEO and Board than for any other reason. Internal support for fundraising is enlisted through an agreed understanding of the task, and shared investment in its success. The annual fundraising plan and the monthly progress report are vital to developing shared expectations of goals and common understanding of progress.

This session will show the development of the annual fundraising plan (as part of a 3 to 5 year fundraising goal) which determines what the fundraising programme will seek to achieve, and the key metrics (lagging, current and forward indicators) in a monthly fundraising report that nurtures an informed, committed CEO and board. 

Dominique Leeming - Developing a High Performance Team

Developing a High Performance Team - and Keeping Them

Thursday 25th June, 2:35pm - 3:35pm
Speaker: Dominique Leeming

Recruiting, developing and retaining a high performance team is challenging enough, but ensuring that everyone is playing to their strengths and working in harmony can test any leader.

Most teams are diverse and when you have everything from extreme introverts to extreme extroverts you need to find ways to provide an environment where all are valued for the strengths they bring to your organisation. Providing rewards and learning opportunities is also difficult on a tight professional development budget, this session will look at the ways you can utilise your organisations relationships and contacts to create rewarding experiences for your team that help build loyalty. Dominique will use examples and share the strategies that have helped her build an award winning team who keep beating budgets while maintaining focus on delivering an excellent supporter experience.

Gavin Coopey - Innovating Better Next Week

Innovating Better - Next Week! How to get Moving with an Approach that can Yield Greater Results Quickly

Friday 26th June, 11:05am - 12pm
Speaker: Gavin Coopey

Innovation is a daunting word, but getting things done differently is what it is really about - this session is about how to do that - tomorrow!

In this highly interactive session, Gavin will share the essential tips and techniques that can get you started. Simple processes and ways of working which can engage everyone in developing new ways of working and creating new solutions. Please bring your biggest challenges to this session ready to find a way to address them.  Together, we will work through how to frame them and get on with generating new ideas, defining new solutions and putting them to work as soon as possible. Once you get back to the office, you will be able to get on with it and the team can learn as they go - with real results to show for it.

Chantel Plum - The Psychology of a Three-Headed Fundraising Monster

The Psychology of a Three-Headed Fundraising Monster: Why Donors Give, Why Fundraisers Ask and Why Organisations can Make It or Break It

Friday 26th June, 12:05pm - 1pm
Speakers: Chantel Plum

What a complex, fascinating, inspiring, confusing, emotional, unpredictable world of fundraising we live in!  If only we could understand it better and use that knowledge to further our quests to save the world¦

This session approaches˜fundraising as a trichotomous environment of donors, fundraisers and organisations, whose combined efforts and interactions produce the end result. In a sector full of passionate, resourceful, energetic and dedicated people, and often emotionally charged environments, fundraising can at times feel like youre battling a three-headed monster¦albeit, its a monster that wants to save the world.

We will look at the psychology of those three different, but equally important components“ their motivations, values, beliefs, relationships, emotions and behaviours“ to understand this complex environment we operate in and enable us to better connect with our fundraising world.

Why do donors give? Are some people innately more likely to become donors? What drives someone to become a fundraiser? How can I motivate my team?

Is culture really impacting my fundraising results? Why doesnt my leadership team support our fundraising? Most importantly, how can we utilise this knowledge to become more efficient and effective in our work?

Rumi Shivaz -  Managing and Overcoming Extreme Fear / Anxiety Without Medication

Managing and Overcoming Extreme Fear / Anxiety Without Medication

Friday 26th June, 1:45pm - 2:45pm
Speaker: Rumi Shivaz

We live in a world where the demands for our time, energy and resources are sky high.  On top of that, there are so many factors outside our control that can effect our work and how we make a living.  While there talk about long-term view, most of the stakeholders are focused on and near term financial results from the executive teams.  The fear of failure and lead to extreme levels of stress and anxiety and drive people to break point.  While medication can help, Rumi wants to share his experience on how to overcome stress and extreme anxiety without the dependancy on prescription drugs. 

BEQUESTS, CAPITAL CAMPAIGNS & MAJOR GIFTS STREAM

Room: Banquet Room 1

Sam Laprade - A-Z Stewardship: Keeping you donors informed, happy and engaged 

A-Z Stewardship: Keeping you donors informed, happy and engaged

Thursday 25th June, 10:30am - 11:30am
Speaker: Sam Laprade

Second gift conversion rates are at an all-time low and donor attrition rates are at an all-time high. We need to steward our donors more now than ever.  Relationships are at the foundation of our work as professional fundraisers. It can be challenging to connect with our donors to take them the next level. But we will make it easy!  

We will walk through stewardship from A-Z and ensure that you have all of the ideas you need to engage with donors in unique ways.  

Following our time together, you will have tons of tools, the tips and a strategic plan to get started the minute you walk back into the office!  

Chanel Hughes - Developing Your Compelling Case for Support

Developing Your Compelling Case for Support

Thursday 25th June, 11:35am - 12:35pm
Speaker: Chanel Hughes

You know why you need the donor dollars--and how much--but do you know what will most motivate and persuade your potential supporters to make a significant contribution? Sometimes when creating our Case for Support for major donors, we suffer from the curse of too much knowledge--or worse, not recognising our most moving and compelling stories. It can be easy to get caught up in the minutiae without seeing or communicating the grander vision.   

Chris Downe - Building a Bequest Program from Scratch

Building a Bequest Program from Scratch

Thursday 25th June, 1:30pm - 2:30pm
Speaker: Chris Downes

If you are thinking about setting up a bequest program from scratch, or you have a bequest program that has stalled or you want to grow, this presentation will help you understand all the important elements, activities and timing to get your bequest program launched.

From basic starting fundamentals, through to prospecting, developing a pipeline to the use of bequest societies and effective 'asking' conversion strategies. The information provided will give tools and tactics to help build a best practice bequest program.

Stephen George - Build a transformational legacy campaign through behaviour change

Build a Transformational Legacy Campaign through Behaviour Change 

Thursday 25th June, 2:35pm - 3:35pm
Speaker: Stephen George

This workshop will help you transform your approach to legacy campaigns. Using a model used globally with NGO’s, Charities, Education and Institutions, this session shows participants at all levels and all budgets, how to build a measurable and investable legacy campaign with a balanced mix of channels, including face to face, events, phone, digital and how to transform and rebrand legacies. The session will breathe new life on to legacies and gifts in wills, away from ‘pledges’ to conversations, away from ‘societies’ to high value stewardships, away from tax and death to legacy and life. 

Clive Pedley & Iyanthi Wijayanayake - Social Impact Investment

Social Impact Investment - the Next Stratosphere of Delivering Impact at Scale

Friday 26th June, 9:35am - 10:35am
Speaker: Clive Pedley & Iyanthi Wijayanayake

Impact investment provides intentional blended returns, resulting in both financial returns and positive impact on people and planet.  It is complementary to effective philanthropy.  In a short amount of time, impact investment in New Zealand has reached $900m, as reported in the recent New Zealand Impact Investment Survey published by RIAA.  It is expected to reach $5.9bn in the next 5 years based on current impact investor demand.  The market capacity is significantly greater, subject to appropriate investment opportunities being made available.  The social purpose sector has a critical role to play in designing, delivering and communicating positive impact investment for people and planet.  By demonstrating how impact investment can be applied to a proven theory of change and result in a blended return, charities have an immense opportunity to deliver projects and programs at scale.  Come and learn what the impact investment community is doing now, what they are looking for in the future and how to prepare your organisation for impact investment.

Nick Jaffer - Capital Campaigns

Capital Campaigns: From Planning to Execution to Follow Up

Friday 26th June, 11:05am - 12pm
Speaker: Nick Jaffer

As the philanthropic sector continues to mature in New Zealand and greater Australasia, and buoyed by the great success of the University of Auckland, we're increasingly seeing more organisations looking to leverage the power of a major or capital campaign.

Planning and executing a successful campaign is not business as usual, however.  So, how do you know you're really ready?  And what can you to do ensure you achieve not only financial goal, but broader organisational goals?

In this presentation, Nick will take us through: managing expectations around a campaign, both with staff and the community; how a campaign and regular fundraising program differ and integrate; the phases of a campaign, their purposes and the key steps to be taken; the key pillars that will drive the success of your campaign; and what planning and follow up should be done after the campaign.

If you've never done a campaign, or even if you're in a campaign, this presentation will provide you with key strategic and operational takeaways to help you reach the moon!

Robin Cabral - Building Your Major Gifts Portfolio

Building Your Major Gifts Portfolio in Any Size Fundraising Shop

Friday 26th June, 12:05pm - 1pm
Speaker: Robin Cabral

Every non-profit (large or small) needs a major gift program.  Major gifts are the most cost-efficient fundraising strategy.  If you are a nonprofit organization, you will not survive without a major gift effort. If you are working at a small non-profit, you might be saying, I know we need a major gift program, but with everything I am doing there is no time.

This presentation will provide the in-demand skills needed by fundraisers in all fundraising shops and will lead participants step-by-step through creating a successful major gift program no matter the size of the fundraising shop.  Participants will build strong relationships with donors who care about the organization and its mission
 

Sam Laprade - Legacy Giving

Legacy Giving: One Small Step for your Organization, One Giant step for your Donor

Friday 26th June, 1:45pm - 2:45pm
Speaker: Sam Laprade

Working with donors on their legacy gifts can feel daunting but it doesn’t have to feel this way. Legacy giving can be one of the most fulfilling aspects of the fundraising profession.  

Integrating the legacy giving message into your fundraising plan is simple yet, the result is incredibly rewarding for both your donors and your organization.  

We will talk about what to say to donors during these initial discussions about their charitable gift. From the 1% talk to the concept of a “charitable child” we will help you formulate a legacy giving strategy for your important cause.  

ALL THINGS DIGITAL

Room: Banquet Room 2

Mamta Bhatt - The Underdog of Digital Fundraising

The Underdog of Digital Fundraising

Thursday 25th June, 10:30am - 11:30am
Speaker: Mamta Bhatt

Its so obvious is often overlooked, and therefore underused. But there is one game-changer of digital advertising, that, if done right, will give you THE best bang for your buck. If you are not doing re-marketing, or even if you are, here is the ins and outs of how to build brand awareness, drive action from your supporters, and get a better ROI in your digital spend with a clever re-marketing campaign.

Tim Paris - How to Raise More Funds with Machine Learning

How to Raise More Funds with Machine Learning and Predictive Analytics

Thursday 25th June, 11:35am - 12:35pm
Speaker: Tim Paris

This session explores the enormous potential of predictive analytics and machine learning to revolutionise fundraising list selections and improve returns in single giving and regular giving campaigns. With case studies from early adopters, Tim will outline current propensity modelling techniques and trends, explore how machine learning can outperform traditional methods, and step through how to get started with this game-changing technology directly in your CRM. A must see session for any fundraiser with an interest in using data to improve their campaigns.

Nikki Bell - How to Revolutionise Online Engagement

How to Revolutionise Online Engagement with a Smartphone and 30NZD

Thursday 25th June, 1:30pm - 2:30pm
Speaker: Nikki Bell

It's estimated that in 2020 around 80% of shareable online content will be video. Is your organisation ready?  

Thanks to today’s smartphone technology it isn’t just the digital pros who can capture quality content, and it’s definitely not expensive to keep up with these rapidly (and daunting!) changing consumer habits. 

This workshop will explore the top video touch-points, where to use within your fundraising for the biggest impact, and how to film & edit your self-shot movies so supporters will stop scrolling to watch them – you’ll even record your own and we’ll live edit on the day!  

Alex Williams - Marketing Principals and Practices for Fundraisers

Marketing Principals and Practices for Fundraisers

Friday 26th June, 9:35am - 10:35am
Speaker: Alex Williams

The tools and channels in the marketing world are changing every day, and keeping up as a fundraiser can seem daunting!

As you approach your next appeal, signature event, volunteer drive or awareness campaign, are you confident you can choose and invest in the right channels to reach the donors you need?

Learn marketing principles from the for-profit world to help you build donor personas, create effective and results-driven marketing campaigns and ultimately help you reach the right people.

Together we'll explore these simple principles and how they can be effectively applied to your campaigns:

  • Persona research; getting to know your donors, segmenting them and building new persona groups
  • Understanding crucial phases; awareness, consideration, conversion
  • Getting your channel mix right and cost-effective
  • Campaign planning; donor-centred and results-driven 
Kerren Morris - Why You Need a Digital Gifts in Wills Strategy

Why You Need a Digital Gifts in Wills Strategy ASAP and How to Do it in 5 Easy Steps

Friday 26th June, 11:05am - 12pm
Speaker: Kerren Morris

Gifts in Wills are one of the strongest growth areas in fundraising today. With Baby Boomers and Builders increasingly turning to digital to engage with family and the world, charities need to be on the digital front foot. I'll provide the startling evidence to prove the case. Then I"ll show you how, with a 5-step 'global best practice' formula for using digital channels to successfully engage supporters around your Gifts in Wills program. Finally I'll show you how to sell it to your organisation.

Tony Lindsay - The Ultimate Engagement Toolkit

The Ultimate Engagement Toolkit - The Emergence of AI Driven Engagement

Friday 26th June, 12:05pm - 1pm
Speaker: Tony Lindsay

With the coming of age of GEN-X and Millennial Donors and Charity Supporters, the need to respond to the ambitions of individual donors, has never been greater.

Combining Behavioural Economics and AI Engagement gives charities a chance to always understand how donors are feeling and what they are trying to achieve through their support.  This paper explores this frontier of modern donor engagement technologies.

Cam Cotter + Jenni Anderson - Our Lessons from the Christchurch Shooting Victims' Appeal

Our Lessons from the Christchurch Shooting Victims' Appeal

Friday 26th June, 1:45pm - 2:45pm
Speakers: Cam Cotter and Jenni Anderson

On 15 March 2019, the attack on two mosques in Christchurch changed New Zealand forever. The outpouring of donations in the weeks following was critical for New Zealander and the world to come together and send a message of hope and love in the face of hate. Victim Support’s Christchurch Shooting Victims’ Appeal sat at the centre of this response.

Victim Support launched an appeal within hours of the attacks, and ran a highly integrated multi-channel fundraising campaign utilising crowdfunding, digital, earned media, events, and corporate partnerships to raise almost $14 million over the following weeks and months.

Victim Support’s Cam Cotter and Jenni Anderson will reflect on their successes and learnings from this fast-paced and high-profile fundraising campaign.


COMMUNITY AND CORPORATE

Room: Horizon Lounges 1 & 2

Abby Clemence - Identifying your Corporate Partnerships Sweet Spot

Identifying your Corporate Partnerships Sweet Spot

Thursday 25th June, 10:30am - 11:30am
Speaker: Abby Clemence

Charities need to raise money and businesses need to make money.  When both come together in ways that support their combined success and focus on creating positive impact, the results can be transformational for our communities and environment!

There are a myriad ways that the for-purpose and for-profits sectors can work together in partnership, and the first steps to working out which models are right for your organisation, is to understand how the landscape is changing and to identify your corporate partnerships sweet spot.

You are a valuable marketing partner and solution provider to the right brand, and vice versa.  Its time to work out where your core mission and their core business intersect!

Su Marshall - Harry vs Hamlet

Harry vs Hamlet - Tips to Make Your Grants Programme a 'Best Seller'

Thursday 25th June, 1:30pm - 2:30pm
Speaker: Su Marshall

This presentation will focus on the basics of establishing and growing a great Grants Programme:

  • What trusts are out there and where to find them
  • How to set up the background organisation to keep your programme running smoothly
  • How to set up your programme for the future
  • Lessons Ive learned from the SPCA amalgamation

There is a science to grant applications, but its not rocket science.  Well look at things you can be doing to ensure you get the best results for your organisation:

  • How to complete an application form (not everyone does it properly!)
  • How to sell your service/project/programme in 100 words or less
  • How to avoid basic mistakes that can sink your application
  • How to appeal to the humanity in decision makers

There will be opportunities for participation and practice.  I want people to leave this session feeling empowered and energised, with the tools to establish, grow and maintain a strong grants programme.  And enjoy doing it.
 

Gwen Green - How to Convert Event Participants into Sustainable Long Term Donors

How to Convert Event Participants into Sustainable Long Term Donors

Thursday 25th June, 2:35pm - 3:35pm
Speaker: Gwen Green

Gwen Green doesnt believe that event participants should be classed as actual donors until they have given to your organisation outside of the events˜bubble.

Join Gwen as she shares over 20 years of fundraising experience to explain how to create life-changing events that attract major donors, build strong opportunities for deeper engagement, and provide clear pipelines for significant, sustained giving.

Creating once-in-a-lifetime experiences are the type of event Gwen knows best. Gwen has arranged for donors to enjoy cocktails and canapés in some of the worlds most hard to access venues, skied donors across Colorado, trekked with them over the Great Wall of China, and ridden motorbikes across India; all to generate millions of dollars from major donors and corporate partners.

In this session Gwen will share her insights as to how being up close and personal with your key donors helps you understand what drives their philanthropy and how you can link their personal motivations and interests to your mission for greater financial return. 

Mildie Meyer-Els - The Road Less Taken

The Road Less Taken - A Different Approach to Make a Big Impact

Friday 26th June, 9:35am - 10:35am
Speaker: Mildie Meyer-Els

In this session Mildie will illustrate, using real life case studies, how taking a difference, less-obvious approach to working with a partner can have a bigger impact on the end result and on the funds raised. Mildie will use examples from a variety of budgets and size campaign so that everybody can take something from this. She presents from the heart and from experience and will share tried and tested methods to create stronger, more successful partnerships by doing things a little bit different.

Marnie Fleming - Are You Ready for Your Big Brand Campaign?

Are You Ready for Your Big Brand Campaign? Mass Participation Event Ready?

Friday 26th June, 11:05am - 12pm
Speaker: Marnie Fleming

  1. Is your organisation ready for a big brand/ATL campaign/Mass participation event(s)?
  2. What to expect in year 1, 2, 3
  3. What does success look like?
Sarah Paterson-Hamlin - Running with the All Blacks

Running with the All Blacks - Is It Worth It?

Friday 26th June, 12:05pm - 1pm
Speaker: Sarah Paterson-Hamlin

In 2019, UpsideDowns was the beneficiary of the extraordinary generosity of the Barrett family: Beauden, Jordie, and Scott Barrett who all currently play for the All Blacks, their sister Zara who has Down syndrome, and their parents, Robyn and Kevin. The campaign involved hiding rugby balls in tussock, juggling Paddy Gower with breastfeeding, and covering a rental car with flies - but was it all worth it? Learn about how our very small charity worked with some very big sports stars, whether we'd recommend the experience to others, and what we would do differently next time. The session will cover experiences and results in terms of donations, donor acquisition, public profile, social media expansion, corporate partnerships, and relationships with patrons. See behind the scenes of this crazy journey, and take away some helpful dos and don'ts for your next campaign.

Jill Ford - Lateral Thinker

Lateral Thinker: Shooting for the Stars and How to At Least Hit the Moon with Event Fundraising

Friday 26th June, 1:45pm - 2:45pm
Speaker: Jill Ford

Fundraising through events "a giant leap" for many charities and like space exploration it takes investment and good planning.  

Peer to Peer fundraising can take many forms and is huge in the UK with charities of ALL sizes being involved from the local hospice to Cancer!  In NZ charities are much smaller so find it more difficult to get started and really benefit from the opportunities.  Digital has made it much easier for individuals to fundraise and charities to promote, engage and run virtual events. But it still needs humans to organise, engage and project manage. 
 


DIRECT MARKETING & REGULAR GIVING

Room: Conference Room 2 & 3
Day: Thursday 25th November

Terri Sheahan - To Ask or Not to Ask

To-Ask-or-Not-to-Ask? The Contentious Second Gift Strategy

Thursday 25th June, 10:30am - 11:30am
Speaker: Terri Sheahan

Every donor communication is an opportunity to strengthen the donor relationship.  But not every communication should include an ask.  Or should it?

Many organisations include an ask, soft or otherwise, in a thank you letter: to a new donor, in particular. 

Its a contentious issue.

The "To-ask-or-not-to-ask" debate has experts divided.   On the one hand, theres evidence that an organisation can raise good additional income by including an ask in a thank you letter to a first-time donor.  Proponents of this strategy also point to the importance of soliciting a second gift soon after the first gift to cultivate donor loyalty. 

But is the thank you letter the place to do it?  If we are serious about donor-centric fundraising, shouldnt a thank you be just that: a genuine expression of appreciation, rather than another avenue for solicitation? 

And where do New Zealand charities stand on this practice?

In this session, we reveal the findings of a recent test we conducted in the New Zealand charity sector.  We˜mystery shopped 20 charities of different sizes by making a first-time donation to their annual appeal. 

The findings are likely to spark lively debate in this interactive session which concludes with a Q&A featuring a panel from Precision@Soar.

Ashley Rose - Donor Engagement Starts From Within

Donor Engagement Starts From Within

Thursday 25th June, 11:35am - 12:35pm
Speaker: Ashley Rose

For some donor engagement means a slick donor journey. A carefully crafted and on band welcome pack, triggered emails, direct mail or SMS. As great as these are¦ theyre only going to work when the donor follows the journey¦.

As we donor, not all donors do that“ donors dont always receive what their sent, payments default, they cancel, they might complain or ask more of you than youre prepared for.  True donor engagement covers all the bases, the donors following the plan as well as the donors who deviate. 

Well highlight the touch points in a relationship that arent pre-set, well demonstrate how to spot them, handle them and overcome them. How your donor services or in-house teams can develop. Well paint a picture of what excellent donor engagement looks like and what it can bring to your organisation.

Fiona McPhee - Regular Giving for Beginners

From Little Things Big Things Grow … How to get Started and really Grow your Monthly Giving Program 

Thursday 25th June, 1:30pm - 2:30pm
Speaker: Fiona McPhee

Your monthly giving toolkit is but a workshop away.

The power of monthly giving is undeniable. But where to start? What is critical? This example and evidence-based workshop will take you through the critical needs for setting up and growing a monthly giving program. From your acquisition and conversion through onboarding, critical retention needs, upgrading, donor save and reactivation, Fi takes you through your toolkit for setting up and getting going with monthly giving.

Leo Orland - Yes there are silver bullets

Yes there are Silver Bullets - But are You Prepared to Fire Them?

Thursday 25th June, 2:35pm - 3:35pm
Speaker: Leo Orland

How often do you hear, there are no silver bullets? While it is vital that we do the basics very well we also need to innovate. If we repeat the same things over and over again we cannot expect a significantly different result.  In this presentation Leo Orland shares some examples of silver bullets that have doubled and even tripled expectations. What they have in common is that they involve risk taking. Leo will show you what you need to have in place to innovate and discover your silver bullets.


PARTNERSHIPS, TEAMS AND YOU!

Room: Conference Room 2 & 3
Day: Friday 26th June

Katie Graham - How to Create Long Term Sustainable Partnerships

How to Create Long Term Sustainable Partnerships

Friday 26th June, 9:35am - 10:35am
Speaker: Katie Graham & Guests

Since it’s conception in 2016, Public Outreach New Zealand has grown to be one of the most well-regarded charitable F2F and tele-fundraising agencies in New Zealand. In 2007, a small contingent of fundraisers from Public Outreach Canada opened up a F2F fundraising office in Australia founded on the ethical and charity-focused values of our Canadian parent company. Today, Public Outreach is proud to serve our charity partners across Australia and New Zealand. We have strong Individual Giving campaigns running in both countries and are capable of conducting many large-scale campaigns at any one time. 

Our staff are trained to embody our honest-respectful-effective fundraising approach by only obtaining sustainable long-term gifts. We champion our fundraisers’ ability to have candid and engaging conversations with our donors by creating a workplace committed to transparency and professional growth. Ultimately, our long-time partners have always been able to count on us to conduct major campaigns and in delivering an enthusiastic new donor base.

Stephen George - Great Fundraising Teams

Great Fundraising Teams – How to Build and Lead Awesome Team to Success 

Friday 26th June, 11:05am - 12pm
Speaker: Stephen George

Using a principle led approach and practical experience this workshop shows you how to build and lead a great fundraising team for great non-profit leadership. From the challenge of finding, hiring and keeping the right people, to building a team that focuses on the donor and each other, to empowerment, measuring impact, performance management and solving problems, and building a great culture, this workshop gives a practical framework and toolkit to enable participants to lead their teams to fundraising excellence.

Eva Aldrich + Tilda Bostwick - PD Panel

Top Advice: Building a Career in Fundraising Panel Discussion

Friday 26th June, 12:05pm - 1pm
Speakers: Eva Aldrich, Tilda Bostwick, and
Guests: Stephanie Maitland & Lisa Rudolphe

Building a career in fundraising often doesn’t feel straight forward. Join us for this interactive panel discussion to learn how fundraising professionals in New Zealand have navigated their career path, overcome bumps in the road (we all encounter them!), invested in their professional development, advocated for themselves, and more! You’ll come away with actionable ideas to help you chart your own fulfilling and rewarding fundraising career path.

Nikki Bell - Pizza for Losers

Pizza for Losers

Friday 26th June, 1:45pm - 2:45pm
Speaker: Nikki Bell

We learn more from failure than we do success, but we don't talk about it enough - until now.  

Some of your FINZ2020 speakers get vulnerable and shake off the success stories to show you the real route to achieving your fundraising goals.  

Specially selected speakers from your conference will get ten minutes each to share a personal story of a time they failed, what they learned from it, and why they're much better off for it - then we all eat pizza. 

Check out pizzaforlosers.com for more details