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Simply click on a Speaker name or Session in the Timetable below to learn more about them (links will be updating as info becomes available)

Wednesday 22 September // MASTER CLASS DAY
8:30 - 9am Registration and Coffee in Room TBC
Renouf Foyer 1 Renouf Foyer 2 Frank Taplin Room Lion Harbourview Lounge 1 Lion Harbourview Lounge 2 Virtual
9 - 10:30am Alicia McKay Level Up your Leadership Part 1 Earle Wilkes Engaging and Attracting more Diverse Donors Part 1 Clare Bridle, Craig Pollard + David Powick High-Performance Major Gift Solicitation Part 1 Clive Pedley, Iyanthi Wijayanayake + Nigel Harris Effective Fundraising in the Health Sector Part 1 Faumuina Felolini Maria Tafuna'i Change the Sail - Wayfinding in 2021 Part 1 No Virtual Sessions
10:30 - 11am Morning Tea, Room TBC
11 - 12:30pm Alicia McKay Level Up your Leadership Part 2 Earle Wilkes Engaging and Attracting more Diverse Donors Part 2 Clare Bridle, Craig Pollard + David Powick High-Performance Major Gift Solicitation Part 2 Clive Pedley, Iyanthi Wijayanayake + Nigel Harris Effective Fundraising in the Health Sector Part 2 Faumuina Felolini Maria Tafuna'i Change the Sail - Wayfinding in 2021 Part 2 No Virtual Sessions
12:30 - 1:30pm Lunch , Room TBC
1:30 - 3:00pm Alicia McKay Level Up your Leadership Part 3 Earle Wilkes Engaging and Attracting more Diverse Donors Part 3 Clare Bridle, Craig Pollard + David Powick High-Performance Major Gift Solicitation Part 3 Clive Pedley, Iyanthi Wijayanayake + Nigel Harris Effective Fundraising in the Health Sector Part 3 Faumuina Felolini Maria Tafuna'i Change the Sail - Wayfinding in 2021 Part 3 No Virtual Sessions
3 - 3:15pm Grab and Go Afternoon Tea, take into Fireside Chat
3:15 - 4:15pm Fireside Chat: Cuss and Discuss hosted by Michelle Berriman with Lani Evans, Liz Gibbs, Brett Jefferey and Faumuina Felolini Maria Tafuna'i Live Streamed
4:15 Exhbition Hall Opens
4:30 - 6pm Welcome Cocktail Function
7 - 9:30pm I Wish I'd Thought of That sponsored by DTV Asia with Ken Burnett, Nicola Long, Gavin Coopey and Fiona McPhee - MFC Auditorium Live Streamed
Thursday 23 September // FINZ CONFERENCE
8 - 8:40am Registration and Coffee
8:45 - 10am Opening Address from Dr Ashley Bloomfield, FINZ Welcome from Michelle Berriman and Opening Plenary with Responding to Change - How to Cope in a World Gone Mad presented by Alicia McKay and Change the Sail - Wayfinding in 2021 presented by Faumuina Felolini Maria Tafuna'i Live Streamed
10 - 10:30am Morning Tea
Renouf Foyer 1 Renouf Foyer 2 The Auditorium Lion Harbourview Lounge 1 Lion Harbourview Lounge 2 Virtual
10:35 - 11:30am Gavin McLellan Future Proofing Fundraising - Hive Mind Collective Lydia Hemingway Community Champions Shanelle Newton Clapham + Mamta Bhatt Forget 2 Step Regular Giving Acquisition - Do it Online for Better ROI LS Alecia Hancock Using Social Media to Activate your Community LS Gwen Green How do you raise funds when you have no donors? Claire Routley Inpsiring People to Leave Gifts
11:35 - 12:35pm Louise Walters + Dave Marsh Changing Face of Gifts in Wills Jo Nicholson + Megan ShoveMeasure and Manage your Impact Dione Joseph Braving Difference Differently Gregory Dellas Relentless - The Dynamics of Change LS Dr Sarah Paterson-Hamlin Up and Down Aotearoa Tina Hudgins Culture, It's All About People
12:35 - 1:30pm Lunch
1:35 - 2:30pm Jasmine Groves Harnessing the Power of LinkedIn Sabrina Ragan Avoiding the Ditch on Both Sides of the Major Gift Journey Faumuina Felolini Maria Tafuna'i Wayfinding on the Run Terri Sheahan + Cory Hall Connecting with Donors via Creative that gets Results LS Clive Pedley Unlocking the Philanthropic Ambition of Donors Justine Curtis Gaining Fundraising Momentum after a Crisis
2:35 - 3:35pm Greg Millar Data Driven Growth Rebecca Scelly + Lydia Hemingway Innovation Dragon's Den Nicola Long + Christina Hoey The Power of TV and Digital Video for your Gifts in Wills Program LS Sean Triner The Power of Matched Giving LS Jay Kachelhoffer + TBA Baby Donors to Boomer Donors: Digital and Donations Dr Peter Coleman Face to Face Crossroads
3:35 - 4pm Afternoon Tea
4 - 5pm NZed Talks MFC Auditorium Colin Thomas Future Proof your Fundraising Jeremy Bennett Using Facebook to Refresh your Bequests Craig Pollard Extreme Fundraising Katrina Reilly A Story About Stories Live Streamed
6:30pm - Midnight FINZ Awards Gala Event 2021
Friday 24 September // FINZ CONFERENCE
8:45 - 9:30am Day 2 Opening Plenary with Making your Organisation Visionary presented by Stephanie Pietromonaco and Bows and Arrows: Harnessing Tension to Propel into the Future presented by Brian Higgins Live Streamed
Renouf Foyer 1 Renouf Foyer 2 The Auditorium Lion Harbourview Lounge 1 Lion Harbourview Lounge 2 Virtual
9:35 - 10:35am Sebastian Grodd, Claire Carruthers + Terri van Schooten Who wants to come to an events party? Rebecca Scelly How to Build a Digital Fundraising Campaign Mark Wiegerink Future Focused LS Chris Downes Gifts in Wills... It's Personal LS Dominique Leeming Emerging from the Embers - A Personal Journey through Burnout Louise Parkin International Philanthropy
10:35 - 11am Morning Tea
11:05 - 12pm Dirk Reinhold Simplify Fundraising Admin Nicki Sayers Prospect Research Daniel McDiarmid From Monty Python to Matt Damon: Fundraising Lessons from the Movies LS Karina Salih + Fi McPhee The Art of Conversation: The Science Behind Regular Giving Acquisition LS Katherine Richards Struggles to Successes Sarah Wetton Courage Comes First: Understanding the Impact of YOU
12:05 - 1pm Karla Paotonu Can I Run An Urgent Appeal? Zebedee Stone Fake News + Fundamentals Sean Triner Donors that FUND your FUNDRAISING! LS Ashley Rose TBA LS Gavin Coopey + Fi McPhee Giving New Zealand: The How and Why of Kiwi Donors Ligia Pena Embracing the Power of your GiW Pipeline
1:05 - 1:40pm Lunch
1:45 - 2:45pm Sarita Divis Donor Care Stephanie Miller Say Thank You with Inspiration Hailey Cavill-Jaspers Are you ready for Corporate Partnerships? LS Robin Cabral How to Create a Case for Support that Calls your Donor to Action LS Gavin Coopey + Fi McPhee Donor Centricity: How to Really Understand and Empathise with your Donors John Lepp + Jen Love Forever and a Day
2:50 - 3:50pm Closing Plenary Great Fundraising is Hard but Sometimes you Win presented by Al Clayton Live Streamed


Master Class: Engaging and Attracting more Diverse Donors

Master Class: Engaging and Attracting more Diverse Donors

Wednesday 22 September, 9am - 3pm
Room: Renouf Foyer 2
Speaker: Earle Wilkes

Fundraisers across the globe have had to deal with the multiple challenges of increased ‘competition’ due to the dramatic increase in the number of charitable good causes, an ageing donor profile and changing domestic demographics. This has put significant pressure on charities’ income streams. Charities have sought in the main to address these structural challenges by being more effective in their messaging and working harder to retain their existing donors, which is all very sensible.

However, there is very little evidence to indicate that charities are investing in developing and implementing equity, diversity and inclusion strategies focused on attracting more diverse donors, particularly in terms of ethnicity, sexual orientation and age.

This interactive workshop will provide attendees with an overview of key actions/interventions that they can take which will enhance and broaden their engagement and appeal to more diverse communities and non-traditional prospective donors across Aotearoa.

The workshop will also provide a range of equity, diversity and inclusion best practice examples and solutions aimed at addressing some of the key challenges which organisations may face when trying to attract and retain more diverse donors.

Key points delivered:

  • Where do we start from?
  • Embedding equity, diversity and inclusion within your messaging
  • Key practical ‘take-aways’
  • Best practice examples and solutions
Master Class: Level Up your Leadership - the strategic leader's guide to having real impact

Master Class: Level Up your Leadership - the strategic leader's guide to having real impact

Wednesday 22 September, 9am - 3pm
Room: Renouf Foyer 1
Speaker: Alicia McKay

The world keeps changing – so it’s up to us to rise and meet that with confidence. For decades, we’ve taught people how to be skilled operational leaders, but it isn’t serving us anymore. Enter: strategic leadership. In this fast-paced masterclass, Alicia McKay outlines what it really takes to lead like a strategist, and the five key skills any leader in today’s world needs to get ahead.

Master Class: Change the Sail - Wayfinding in 2021

Master Class: Change the Sail - Wayfinding in 2021

Wednesday 22 September, 9am - 3pm
Room: Lion Harbourview Lounge 2
Speaker: Faumuina Felolini Maria Tafuna'i

“E le mafai ona tatou suia le ala matagi, ae mafai ona tatou suia le la o lo tatou va’a”  -  We cannot change the direction of the wind, but we can change the sail of our ship”.

Wayfinding transposes the wisdom of celestial navigation and ocean voyaging into a strategic system. Re-imagine your  Island of Success. Consider who and what is on your waka. Set your Values Compass. Identify the anchors stopping your journey. These are some of the elements participants will explore. This masterclass offers a full-day experience that will give participants real clarity on their future vision to what their next steps are.

Master Class: Effective fundraising in the health sector

Master Class: Effective Fundraising in the Health Sector

Wednesday 22 September, 9am - 3pm
Room: Lion Harbourview Lounge 1
Speaker: Clive Pedley, Iyanthi Wijayanayake, and Nigel Harris

Healthcare philanthropy is on the rise globally.  COVID has dramatically increased donor outcomes in meeting health-related priorities.  However, effective fundraising in a variety of health settings is based on well-established best practice and unique opportunities.  This masterclass will consider a range of features unique to healthcare, for example engagement with clinicians, patients and grateful families. Case Studies will also be presented by charity leaders from a range of situations that everyone will be able to relate to.

Our team at Giving Architects have decades of experience that we are looking forward to sharing.  You will leave this masterclass with real-word learning, resources and templates, and an insight into the unique features of best practice healthcare philanthropy.

Master Class: High-Performance Major Gift Solicitation

Master Class: High-Performance Major Gift Solicitation 

Wednesday 22 September, 9am - 3pm
Room: Frank Taplin Room
Speaker: Clare Bridle, Craig Pollard + David Powick

Do you want to focus on major gift fundraising for your cause or campaign but don’t know where to start? If the answer is yes, then this masterclass is for you. Major gift solicitation can be daunting, so attend this session to leave feeling confident and energised about the next steps you will take.

The masterclass will cover all stages of the major gift solicitation process from prospect identification through engagement, solicitation, stewardship and impact reporting. We will bust some common myths, take a look at some real life examples and you’ll have a chance to put your knowledge into practice – personal participation required!

Fireside Chat: Cuss and Discuss

Fireside Chat: Cuss and Discuss

Room TBC, Wednesday 22 September, 3:15-4:15pm
Speakers: Lani Evans, Liz Gibbs, Faumuina Felolini Maria Tafuna'i, Brett Jeffery
Host: Michelle Berriman

Lani Evans, Head of Vodafone Foundation:

Liz Gibbs, Director Perpetual Guardian (Givealittle) holdings Ltd & Group Head of Philanthropy at PG:

Brett Jeffery, CAE and GM of Australisian Society of Association Executives (AuSAE):

And Faumuina, one of our brilliant Keynote speakers, will join us straight after her masterclass!

Welcome Cocktail Function

Welcome Cocktail Function

Room TBC, Wednesday 22 September, 4:30 - 6:30pm

More info coming soon...



I Wish I’d Thought Of That (IWITOT)

The fundraising campaigns that have inspired the sector
Room TBC, Wednesday 22 September, 7:00 - 9:30pm
IWITOT Speakers: TBA
With: TBA

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 bringing back IWITOT to New Zealand and kick off the Conference with an inspiring evening of all that’s best in Fundraising!

Opening Plenary - Thursday

Opening Plenary

Room TBC, Thursday 23 September, 8:45 - 10am
Speakers: Alicia McKay and Faumuina Felolini Maria Tafuna'i

Opening Address - Dr Ashley Bloomfield

FINZ Welcome - Michelle Berriman

Responding to Change - How to Cope in a World Gone Mad - Alicia McKay

Things aren’t going to “settle down soon”. Change is the only constant – so it’s up to us to respond in a way that serves us, and keeps us moving. In this powerful keynote address, Alicia gives a practical, inspiring tips to help you manage through ambiguity and uncertainty.

Change the Sail - Wayfinding in 2021 - Faumuina Felolini Maria Tafuna'i

E le mafai ona tatou suia le ala matagi, ae mafai ona tatou suia le la o lo tatou va’a”  -  We cannot change the direction of the wind, but we can change the sail of our ship”.

Wayfinding draws from celestial navigation and ocean voyaging to present a strategic system for modern challenges.This knowledge helped Pacific peoples settle an ocean so vast it could host all the continents in the world. In 2021, we cannot afford to ignore our local currents or global weather patterns. We need to hone our navigational and senses, to feel the push and pull, light and chill so we can know when to tack, to reef or close your sail so you can get your bearings.



NZed Talks

Thursday 22 September, 4 - 5pm
Speakers: Colin Thomas, Jeremy Bennett, Craig Pollard, Katrina Reilly

Colin Thomas Future Proof your Fundraising

Jeremy Bennett Using Facebook to Refresh your Bequests

Craig Pollard Extreme Fundraising

Katrina Reilly A Story About Stories

FINZ Awards 2021 and Dinner

FINZ 2021 Fundraising Excellence Awards & Dinner

Thursday 22 September, 7:30pm - Midnight
Room: MFC Auditorium

Pre dinner drinks and canapes are in ROOM TBC from 6:30pm.

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

Learn more about Awards HERE

VIP Special Interest Breakfast

VIP Special Interest Breakfast

Lion Harbourview Lounge 1, Friday 24 September, 7 - 8:30am

Take your digital fundraising to the next level with Film and Video - DTV Group

The Dynamics of Change: Responding positively and productively to the relentlessness of change - Blackbaud

So you want to be a Fundraising Consultant - John Godfrey

Your Grandma is on Zoom and Facebook. Digital Behaviour of your Older Donors - Parachute Digital

Creating Impact Investment Opportunities in the Charity Sector - Giving Architects

All Things Direct Marketing - New Zealand Post

Opening Plenary - Friday

Opening Plenary - Friday

Room TBC, Wednesday 24 September, 8:45am - 9:30am
Speakers: Stephanie Pietromonaco and Brian Higgins

Making your Organisation Visionary - Stephanie Pietromonaco

Everyone wants to work for a visionary organisation. Some are lucky enough to have found one. These organisations have CEOs who inspire donors to invest in their work; they adapt their work to effectively serve their community’s otherwise unmet needs; their board members are engaged and reflect the community they serve.

For the rest of you, you may be feeling frustrated as you fight for resources, in an organisation that does not seem to live its values and lacks forward-thinking leadership. While an individual employee may lack the power to turn things around on their own, there are things that can be done from any position to improve your organisation.

The benefits of making these efforts are numerous. You will raise more money from donors, who will truly invest in your work and join you in the journey to achieve your mission. Burnout decreases for yourself and your co-workers. Impact increases, and your organisation becomes an all-around happier, more fulfilling place to work.

This session will cover some of the questions you can bring up in your team or larger conversations in your organisation to make sure you are maximising your impact, focusing on the right things, and making your job simpler. Every fundraiser should be able to work at a visionary organisation that is doing all it can to make the world a better place. That’s why you got into this work in the first place, right?

Bows and Arrows - Harnessing Tension to Propel into the Future - Brian Higgins

More than 2,500 years ago the Ephesian philosopher Heraclitus introduced the notion of ‘becoming’ as the characteristic feature of our world.  His famous statement that “panta rei” (all things are flowing) speaks to how change is our only constant, a philosophy taken up by his follower Plato who wrote in his work Cratylus, those famous words, that “Everything changes and nothing remains still.”

For most of history, change moves slowly, barely perceptible until a major disruption of mind, structure or technology dislocates all that we know, causing us to reconsider what was, and to build what will be.  Heraclitus likens these periods of tension to a bow, its strings held taught by the bending of the wood, the wood held taught by the tension of the strings.  Tension is the equilibrium, utilising this tension allows the arrow to be propelled far ahead to its target.

As we live with Covid and the complex realities that it has brought upon us, we are faced with a tension between what was and what will be.  Living with Covid has forced us to pause and reconsider many things, and we now have a once in a generation opportunity to look ahead to the future, taking responsibility for what is within our control, to embrace change and harness the tension of the past year to propel us into the future.


Closing Plenary - Al Clayton

Closing Plenary

MFC Auditorium, Friday 24 September, 2:50 - 3:50pm
Speaker: Al Clayton

Great Fundraising: it’s hard but sometimes you win

This plenary is for anyone who would like to put ‘I was a Great Fundraiser’ on their gravestone and have their eulogist explain why.  PFI’s research over the last decade has shown the key behaviours that fundraisers can implement to trigger large scale and consistent growth.  These behaviours are consistent across causes, sizes of organisation and geographies.  Alan will explain what these behaviours are, how you can implement them and most importantly … how you can change the world by sticking to them for long enough.  It will feature evidence, anecdotes and a few choice take away self-memes.  It will be simple.  But not easy.

Thursday, 10:35am

Gavin McLellan Future Proofing Fundraising

Future Proofing Fundraising - Hive Mind Collective

Thursday 23 September, 10:35 - 11:30am
Room: Renouf Foyer 1
Speaker: Gavin McLellan

A fast-paced, participative workshop on fundraising challenges now faced in the emerging post Covid context.

It will be facilitated by Gavin in the Goldfish Bowl style. Goldfish Bowl is a structured conversation allowing any number of participants to engage in dynamic hot topic discussion. Beginning with a ten-minute scene setting by Gavin to align with the Changemaker themes, the session will then yield future proofing ideas and priorities for fundraisers strategies. Participants can share an idea that they believe will further develop the practice of NZ fundraising going forward into the 2020’s.

For example, someone may believe that engaging with the gaming community is a priority for fundraising and take 2 minutes on the topic which would be challenged or clarified by questioners, and then scribed and recorded.

In a circular setting, the roles which rotate continuously are;

  • Presenter (sitting in centre) who gives a topic in 2 mins max,
  • Questioner (adjacent to presenter) who can ask 2 clarifying questions,
  • Forum Questioner (anyone in group) to ask further question/suggestion,
  • Scribe (flipchart / laptop) recording topic, comments and resolution
  • Timekeeper (using smartphone stopwatch)

There is also a non-rotating role, the Facilitator, which will be Gavin. In this role he will manage participants adherence to rules and referee the rapid exchange. This session is noisy and can be high spirited!

Lydia Hemingway Community Champions

Community Champions - How to get the most out of community fundraising

Thursday 23 September, 10:35 - 11:30am
Room: Renouf Foyer 2
Speaker: Lydia Hemingway

Whether it be your clients, alumni or volunteers or people in the geographic community you’re working in such as schools, service groups or families, we all work within amazing communities that all have the potential to be a significant part of our fundraising income. With varying degrees of connection with them let’s be honest, sometimes it’s easy to get them involved and keep them involved but sometimes it’s not.

But what is community fundraising? How can you get people out there to play a role in your fundraising programme or fundraise for your charity when everyone is busy and being pulled in every direction?

This session will go through how to engage with different types of groups within your community, how to get them excited about your mission and different ways that they can get involved and support your charity’s fundraising.

Sharing some case studies from her current role with the University of Canterbury as well as previous organisations Lydia has worked with, Lydia will make you think about who your community is and the different ways that you can inspire them to be involved in your fundraising.

Shanelle and Mamta - Forget 2 Step RG

Forget 2 step RG acquisition - do it online for better ROI

Thursday 23 September, 10:35 - 11:30am
Room: MFC Auditorium
Speakers: Shanelle Newton Clapham + Mamta Bhatt

Forget 2 step (digital lead gen to Telefundraising) RG acquisition - do it online for better ROI.

Your digital donor acquisition program can scale fast. Shanelle and Mamta will show you how to do it. You’ll also find out what’s working for organisations like ASRC, Starship Hospital Foundation and more.

It doesn’t matter if you’re after a strong ROI, a low cost per acquisition or just more regular donors. Shanelle and Mamta will help you get you the results you want.

Alecia Hancock - Using Social Media to Activate your Community

Using Social Media to Activate Your Community

Thursday 23 September, 10:35 - 11:30am
Room: Lion Harbourview Lounge 1
Speaker: Alecia Hancock

Using Social Media to Activate your community: how to build an active and supportive community on social media. 

This workshop covers the three pillars of social media:

  • Where - which social media platforms to use and why you’d choose them
  • Who - understanding who they are talking to and your own organisations voice
  • What - a simple model for creating effective social media content
Gwen Green - How do you raise funds

How do you raise funds when you have no donors?

Thursday 23 September, 10:35 - 11:30am
Room: Lion Harbourview Lounge 2
Speaker: Gwen Green

Most fundraising growth strategies assume that you have a donor base to grow.

But what if you're a new charity, or a charity with only a very small donor base. How do you make that step change?

What if being a small charity with few donors you don't have much of a budget to spend on fundraising?

This session will help you map out who and where your specific prospective donors may be hiding, and how to initially engage with them, and ultimately secure donations from them.

This can take time, so the session will also look at "quick" fundraising wins you can gain along the way to ensure your key stakeholders stay engaged with your process and progress.

Dr Claire Routley - Inspiring people to leave gifts in wills

Inspiring people to leave gifts in wills

Thursday 23 September, 10:35 - 11:30am
Room: Virtual
Speaker: Dr Claire Routley

By 2036 the number of over 65s in New Zealand will have increased by 77 per cent. There is a considerable opportunity therefore for non-profits in New Zealand to inspire this generation to consider leaving a gift in their wills. If we do this well, our causes can potentially be helped significantly, whilst our supporters can experience the psychological benefits of leaving a legacy to a cause that they care about deeply.

In this session we will focus on what the academic study of gifts in wills tells us about what inspires people to leave a gift. We’ll then consider how an understanding of those motives can be translated into effective gifts in wills fundraising practice, drawing on examples from around the world.

Participants will leave with increased knowledge about the motives underlying gifts in wills, and an initial draft of an inspiring gifts in wills fundraising message for their organisation.

Thursday, 11:35am

Louise Walters + Dave Marsh - Changing Face of Gifts in Wills

Changing Face of Gifts in Wills

Thursday 23 September, 11:35 - 12:35pm
Room: Renouf Foyer 1
Speakers: Louise Walters + Dave Marsh

COVID-19 has had many impacts on fundraising that will remain with us for years to come. In the world of bequests, the pandemic has prompted many to get their affairs in order by writing or updating their will and some charities are reporting an increase in enquiries relating to leaving a gift in their will. Of course, this spike in will writing and enquiries is accompanied by times of hardship for many. So how do you ensure your organisation is ready to respond to the needs of supporters who are interested in making a gift in their will and ensure your organisation maintains a focus on this vital area of fundraising? Attend this session to find out.

Jo Nicholson + Megan Shove - Measure and Manage Your Impact

Measure and Manage Your Impact

Thursday 23 September, 11:35 - 12:35pm
Room: Renouf Foyer 2
Speakers: Jo Nicholson + Megan Shove

Here at Social Value Aotearoa, we are building a community who believe that we need to change the way society accounts for value. We believe that social value needs to be measured, accounted for and managed just as financial value is.

Being able to demonstrate impact to funders, communities and other stakeholders is an essential part of working in this sector. This workshop will help you to begin to understand and measure the impact you make and will help you to articulate your impact.

In this workshop we will introduce some of the tools and techniques available to us to measure and manage social impact. Do you know who all the people impacted by your program are? Do you know how your work impacts their lives? How valuable is that change to them? These are some of the questions we can unpack by exploring a social impact analysis.

This session will:

  • Introduce the idea of measuring and managing social value
  • Introduce a basic tool which you can use to help measure social value
  • Build your knowledge around communicating impact and telling the story of change
  • Help you to measure the impact which matters most to your stakeholders
Dione Joseph - Braving Difference Differently

Braving Difference Differently

Thursday 23 September, 11:35 - 12:35pm
Room: The Auditorium
Speaker: Dione Joseph

In the eighteenth century John Woolman, a central figure in the Quaker faith and social reform, made a call for living in 'right relationship', a need he witnessed as he watched his generation rise to fight the effects of systemic injustice, including slavery, oppression, and materialism - which he declared would cause irreparable damage to future  generations. This concept, deepened by activist, author and Black Creatives Aotearoa (BCA) member, Sonya Renee Taylor, forms the bedrock of braving difference 'differently' especially in a world that is still navigating the effects of a pandemic. Taylor says, "We will not go back to normal. Normal never was. Our pre-corona existence was not normal other than we normalized greed, inequity, exhaustion, depletion, extraction, disconnection, confusion, rage, hoarding, hate and lack." The need for right-relationship, especially in relation to creating reciprocity and abundance in a post COVID world, have in-turn facilitated an inside-out transformation for Black Creatives Aotearoa, a community organisation that began in 2018 to facilitate deeper connection, creation and collaboration amongst African and Afro-Caribbean creatives in Aotearoa and beyond.

Drawing upon these insights this presentation will explore and reflect upon the importance of the following: moving away from deficit models when raising funds for different communities especially those often labelled as marginalised; ensuring that those at the leadership table include those who are the targeted recipients and allow them to contribute meaningfully to policies, processes and practices; moving beyond diversity and inclusion checkboxes and instead towards creating greater equity and belonging amongst all those who are part of the organisation (and where ncessary, actively creating space for others); and finally, engaging with what right-relationship can look like both as a policy and as practice to create genuine and sustainable cultural transformation.

Gregory Dellas - Relentless

Relentless - The Dynamics of Change

Thursday 23 September, 11:35 - 12:35pm
Room: Lion Harbourview Lounge 1
Speaker: Gregory Dellas

Wherever you look, change is there. You may argue that we have had to change more in the last 18 months than in the last decade, and for many, it’s been exhausting, yet in the face of all this change there is also opportunity. Join Gregory Dellas, CRM and Managed Services Practice Manager at Blackbaud Pacific, as he explores the opportunities presented by the one, most relentless constant in our world – Change.

Dr Sarah Paterson-Hamlin - Up and Down Aotearoa

Up and Down Aotearoa - Covid-proof fundraising in an auspicious year

Thursday 23 September, 11:35 - 12:35pm
Room: Lion Harbourview Lounge 2
Speaker: Dr Sarah Paterson-Hamlin

New Zealanders are officially not allowed to complain about Covid to people from any other country - but that doesn't mean we haven't had it tough! 2021 was supposed to be a huge year for Down syndrome charities worldwide - 21 is our favourite number because it's chromosome 21 that give people with Down syndrome their edge! We had gala dinners, family fun days, pub quizzes, street collections - all kinds of things in the works. But the best laid plans of charities gang aft a-gley, and never more so than in this crazy year.

In this presentation, I'll take you through the Upsides of LockDowns, and how and why we embraced virtual fundraising. I'll fill you in on why we're grateful for how it all played out, and the things we're going to permanently change as a result of what we're learning during this pandemic. We'll look at how events, partnerships, and donors can all be better served by this revolution in how we all live our lives.

Tina Hudgins - Culture, It's All About People

Virtual: Culture - It's All About People

Thursday 23 September, 10:35 - 11:30am
Room: Virtual
Speaker: Tina Hudgins

All the fundraising tactics in the world won’t lead your nonprofit to greatness if your culture is lacking.  How do you handle internal conflict and why it is important?  How do you keep your team energized and focused? 

Thursday, 1:35pm

Harnessing LinkedIn - Jasmine Groves

Harnessing the Power of LinkedIn

Thursday 23 September, 1:35 - 2:30pm
Room: Renouf Foyer 1
Speaker: Jasmine Groves

LinkedIn is an amazing tool, not only for professional networking but also engaging customers and stakeholders, I have been actively using the platform and campaigns for a number of years and look forward to sharing how you too can harness the power of LinkedIn.

Whether you are looking at undertaking prospect research, strengthening your brand, sourcing partnerships or undertaking recruitment – LinkedIn can be used for real time targeting and 1-1 interactions.

Trying to build your audience? Using LinkedIn you can find the right people, and talk to them, these conversations turn passive engagement to active and enriches your data as well as identifying areas for partnerships and collaborations.

Avoiding the Ditch - Sabrina Ragan

Avoiding the Ditch on Both Sides of the Major Gift Journey

Thursday 23 September, 1:35 - 2:30pm
Room: Renouf Foyer 2
Speaker: Sabrina Ragan

When we embark on the major gift journey with an individual, it can be all too easy to end up in the ditch on either side of the major gift-request process.  On one side of the road lies a ditch for those who are asked too soon, especially if we haven’t gathered the right information to make an informed request.  Wayward travellers can find themselves in the ditch on the other side of the road when they never get around to making a clear and defined request.  Let’s have an honest conversation about our role in the major gift journey and some adaptations we can incorporate given the need to respond to the changing environment of philanthropy.

Wayfinding on a Run - Faumuina

Wayfinding on a Run

Thursday 23 September, 1:35 - 2:30pm
Room: The Auditorium
Speaker: Faumuina Felolini Maria Tafuna'i

Wayfinding: Art of Pacific celestial navigation and ocean voyaging transposed into strategic system to give people and organisations clarity on direction and priorities

On a run: sailing term meaning the wind is behind you - it can be a bit unstable so hold onto your hats!

Wayfinding on a Run: An abbreviated workshop to give participants a quick, hands-on experience of wayfinding.

Connecting with Donors - Terri Sheahan + Cory Hall

Connecting with Donors via Creative that Gets Results

Thursday 23 September, 1:35 - 2:30pm
Room: Lion Harbourview Lounge 1
Speakers: Terri Sheahan + Cory Hall

The right data selection. The right strategy. And donor-centric communications that bind it all together and inspire donors to action. That's the winning combination the team at Precision@Soar apply to all donor communications.

In this session, Cory and Terri will give you an insight into the creatiuve proess that brings together the copy and design elements for a range of donor-centric communications: from annual appeals and donor care packs to newsletters and self-maielrs.

This is a practical session that will get down to the nitty gritty of the various elements that can (but not necessarily should!) be included in a donor mailing. The emotional lift vs the rational lift? To include or not to include a premium? Outer envelope teaser copy: front or back? Gate fold or roll fold brochure?

It will be jam-packed witg case studies and samples of award-winning campaigns. These veteran fund-

Unlocking Philanthropy - Clive Pedley

Unlocking the philanthropic ambition of donors - going beyond donor-centricity

Thursday 23 September, 1:35 - 2:30pm
Room: Lion Harbourview Lounge 2
Speaker: Clive Pedley

This session is aimed at helping fundraisers of all levels be effective in their engagement with high value donors. This is in keeping with the theme of unlocking the past with fresh eyes.

Being donor centric is a well established feature of best practice fundraising. However, when it comes to transformational outcomes with high value donors, there is a need to move beyond the tradtional donor centric approach.

When we authentically engage with a high value donor, we can gain an insight into their true philanthropic ambition. Where we can align that with the purpose and impact of our organisation, we can unlock a very powerful and often significant philanthropic partnership. A key element of this is inviting a well qualified donor to partner with your purpose. This is a powerful experience for a thoughtful donor and an increasingly essential element of high value donor fundraising.

More than evaluating a theory, this workshop will draw on real life experiences and donor outcomes that demonstrate the effective nature of this approach.

In this session, fundraisers of all levels who work directly with high value donors will be provided with insights, tools and tips to use in their work.

Virtual: Justine Curtis - Gaining Fundraising Momentum After a Crisis

Virtual: Gaining Fundraising Momentum After A Crisis

Thursday 23 September, 1:35 - 2:30pm
Room: Virtual
Speaker: Justine Curtis

The lessons learnt by Inspired Adventures as a travel fundraising agency during COVID-19, and how they can be applied more widely across the fundraising community.

Thursday, 2:35pm

Data Driven Growth - Greg Millar

Data Driven Growth

Thursday 23 September, 2:35 - 3:35pm
Room: Renouf Foyer 1
Speaker: Greg Millar

Great data and analysis are the drivers of Great Fundraising and substantial income growth. This session outlines how your data needs to inform your fundraising strategy, your goals and your road map, and helps you set and measure important milestones along the way. Data though means nothing unless it is clean and accurate data. Good data means nothing unless you can analyse and understand it. The good news is, there are some amazing tools out there now and you don’t have to be a mathematician or statistician. What should you be looking at and measuring? What tools will you need? This session will be a practical guide and offer some examples of how data has driven growth and the kinds of reports and analysis that can now relatively easily be developed.

This session will be aimed at people who have been in fundraising for 2 years or longer, it should be of helpful interest to most fundraisers responsible for managing a fundraising programme and fundraising teams and fundraisers considering making a step into fundraising management and looking at developing their required skill set.

Innovation Dragons Den - Rebecca Scelly

Innovation Dragons Den

Thursday 23 September, 2:35 - 3:35pm
Room: Renouf Foyer 2
Speaker: Rebecca Scelly + Lydia Hemingway

What will fundraising in New Zealand look like in ten years time? Bring your crazy ideas, big dreams and what you think the unimaginable normal will look like to this Fundraising Innovation Dragons Den.

This session will start with a 15 minute presentation from the facilitators, followed by 45 minutes of Dragons Den style pitches from anyone who comes along. The facilitators will organise for at least 3-4 people to pitch in case the room is quiet. Each pitch can go for a maximum of 3 minutes + 7 minutes of post-discussion (less if there are a large number of pitches). The aim is to get people thinking outside of the box, challenging the status quo and dreaming big.

Innovation comes in many forms, and it can be innovation within current channels and fundraising methods, or it could be an idea that no-one has thought of yet. Innovation could also be very challenging to our current norms. As part of the preparation for this session, delegates will be encouraged to submit their pitches to this session in the weeks leading up to the Conference. The results will be formatted into an article for the FINZ magazine by the presenters.

The Power of Digital - Nicola Long + Christina Hoey

The Power of TV and Digital Video for your Gifts in Will Programme

Thursday 23 September, 2:35 - 3:35pm
Room: The Auditorium
Speaker: Nicola Long + Christina Hoey

Gifts-in-wills programs are changing. Learn about the digital  and TV trends and best practice in the promotion of gifts-in-wills and how this is driving growth in donor pipelines in this most sensitive area.  

Nicola will share online and TV campaigns from the UK, Australia and New Zealand, the rationale and “how-to”, and reveal early results. This is a must-see for those seeking to broaden their perspective on gifts-in-wills acquisition.

She will also share hot of the press findings from Save the Children NZ, presented by Christina Hoey.

Sean Triner - Match Giving: A ‘free’ BOOST to appeals and acquisition.

Match Giving: A ‘free’ BOOST to appeals and acquisition

Thursday 23 September, 2:35 - 3:35pm
Room: Lion Harbourview Lounge 1
Speaker: Sean Triner

Match giving is HUGE in the USA and growing dramatically in New Zealand. It works better here too – because there isn’t too much competition.  This VERY practical guide will help YOU boost your income, fast.

Whether in mail or email, acquisition, events, or warm appeals – match giving is magical. It even works in boosting monthly giving success!

In this session, I’ll answer your questions except… How to get the match funds in the first place. I’ll answer that one in my following session on Friday. 

Baby Donor to Boomer Donors - Jay Kachelhoffer

Baby Donors to Boomer Donors: Digital and Donations

Thursday 23 September, 2:35 - 3:35pm
Room: Lion Harbourview Lounge 2
Speaker: Jay Kachelhoffer

In April this year St John and their major partner ASB used QR codes Powered by Giv2 as part of their annual appeal. In this candid look we’ll explore what worked and want didn’t. Learning how to fundraise in this digital age means catering to the phone in hand generation - and this will require some new thinking. Giv2 and a range of other new digital thinkers are building tools to help the sector. In this talk we’ll cover. Explore the "baby" donor to baby-boomer spectrum - a snapshot of ways to use digital donations to engage across the target age ranges.

Dr Peter Coleman - Face to face crossroads

Face to Face Crossroads

Thursday 23 September, 2:35 - 3:35pm
Room: Virtual
Speaker: Dr Peter Coleman

Following a decade of heroic regular giving leadership, the face to face channel is at a crossroads. If it continues down the track that other markets have taken it, it will not sustain far into the future.

It has been acknowledged by the sector that we (the charities) have created this juggernaut by prioritising quantity over quality, and expediency over integrity, and it is up to us to steer it back onto the right path.

We now have two options. (A) Do the basics better, or (B) Change the model.

This session will delve into the issues highlighted by the NZ and Aus Irregular Giving cohorts and discuss the best ways to ensure a thriving channel in the future.

Part 1 will focus on addressing barriers to best practice for the continuation of the current model. It will discuss board expectations, minimum reporting requirements and benchmarking, supplier management, fiscal management and donor retention strategies.

Part 2 will respond to calls for a new model that can encourage the ethics and values in all face to face fundraising. It will address new compliance standards, new f2f acquisition methods, new partnership and KPI management, and new motivations for fundraisers and suppliers.

Friday, 9:35am

Who Wants to Come to an Events Party? - Panel

Who Wants to Come to an Events Party?

Friday 24 September, 9:35 - 10:35am
Room: Renouf Foyer 1
Speakers: Sebastian Grodd, Claire Carruthers + Terri van Schooten

Event fundraising has had a rocky road, with Covid decimating parts of the industry.

Yet events are still one of the most powerful ways to connect with supporters, raise funds and create magic moments.

This discussion involves the audience and our three panelists to work through the key opportunities and challenges in Event fundraising post-Covid, including:

  • What positives have come out of these challenging times and how can we harness them for our causes?
  • What has been wildly successful in this new environment?
  • How to use our new skills in technology to build better events
  • How can we mitigate risk?
  • How to inject major giving into your annual fundraising events calendar!
How to Build a Digital Fundraising Campaign - Rebecca Scelly

How to Build a Digital Fundraising Campaign

Friday 24 September, 9:35 - 10:35am
Room: Renouf Foyer 2
Speaker: Rebecca Scelly

An achievable, accessible, jargon-free, guide to building your digital fundraising campaign. This interactive workshop will cover everything to do with running a digital campaign, from your campaign messaging, to audience identification, and all the way through to choosing channels and reporting on outcomes.

The digital space is changing rapidly, and it can seem like you are diving into a brave new world, but the core fundraising principles apply, even if the channels are a little different. The interactive nature of this workshop will ensure that you will come out of the workshop with some ideas to take back to your organisation.

Future Focused - Mark Wiegerink

Future Focused

Friday 24 September, 9:35 - 10:35am
Room: The Auditorium
Speaker: Mark Wiegerink

We will explore why its important to understand whats happened in the past to be able to better predict the future.

We will explore:

  • Why its important to understand the past
  • Why its important to measure the right things
  • Setting up a structure of data collection
  • Critical nature of being curious and exploring your data
  • Ultimate goal of understanding the pathways of your most profitable supporters
  • What AI is and how ML is being used
  • What this means for Fundraising
Gifts in Wills - Chris Downes

Gifts in Wills... It's Personal

Friday 24 September, 9:35 - 10:35am
Room: Lion Harbourview Lounge 1
Speaker: Chris Downes

For Many organisations the Bequest/ Gift in Wills space is the one with the greatest potential but also the one that is least understood. Insufficient Investment and resourcing means what should be a relationship fundraising one-to-one proactive program is often a remote mail/phone-based program.

This session will provide the key fundamentals of how to make your Bequest/ Gift in Wills program a more personal one. Where individual engagement, cultivation, solicitation and stewardship can transform your current program. With examples of several existing programs it will highlight the success that can be achieved through building a program that is based on quality over quantity. This is a 'how to' transform from a remote communication program to one where your supporters are more engaged and committed. The result of a 'personal' program is a higher level of support and a greater number of gifts left to your organisation.

Dominique Leeming - Burnout

Emerging from the Embers - A Personal Journey through Burnout

Friday 24 September, 9:35 - 10:35am
Room: Lion Harbourview Lounge 2
Speakers: Dominique Leeming

Dominique shares the story of how she burnt out at work. She talks about the changes she has had to make in the way she works, thinks and leads to ensure her own ongoing well-being and that of her team. Burnout costs our people and our organisations, it’s vital we can identify it in ourselves and our teams and that we embed a culture that will help prevent it in the first place.

Louise Parkin - Expat Prospects

Expat Prospects – How to convert them from the “Too Hard” box into the “Pot of Gold”

Friday 24 September, 9:35 - 10:35am
Room: Virtual
Speaker: Louise Parkin

For many of us, the idea of raising funds from the millions of expats overseas has always been full of possibility, but just in the Too-Hard-Box most of the time.

For the last two years, Louise has been assisting a range of organisations to connect with their overseas supporters and raise significant funds to advance their mission. She is keen to share the Dos and Don’ts for success. By the end of the pre-recorded session, you can expect to have assessed whether investing in overseas prospecting is for your organisation, and if so, have a tangible plan of action to implement when you get back to the office.

Friday, 11:05am

How to simplify your fundraising admin and have more time to get the important things done - Dirk Reinhold

How to Simplify your Fundraising Admin and have More Time to get the Important Things Done

Friday 24 September, 11:05 - 12:00pm
Room: Renouf Foyer 1
Speaker: Dirk Reinhold

Making an enduring and positive impact on society requires funding and the capacity for change. Most charities actively recruit new donors to help achieve their mission, and retaining those donors is an area where many charities face challenges on what tactics work the best when.

Often, being time poor, having a lack of resources and challenges with our own processes prevent us from acting with agility and responding to trends. This means we often miss the necessary requirement to regularly test and learn what donors need or expect. Diving into the wealth of data we have is one of the tools we have to see how we can deliver a better experience for donors. Process automation can help, but only if it follows a systematic and long-term framework.

In this presentation we will explore how you can shift your focus from relying on a backlog of work for your database teams or IT providers to working on solutions that can be delivered in a short time-frame. We will learn how we can break down difficult and time-consuming data processes and use micro services that do the work for you, one automation at a time. This is not meant to be a technical presentation, but will lay out the ground work that can be done to become more agile and deliver improvements of the touch-points along your donor journey.

Finding Major Donors - Nicki Sayers

Finding Major Donors - Where to Start?

Friday 24 September, 11:05 - 12:00pm
Room: Renouf Foyer 2
Speaker: Nicki Sayers

During this session Nicki will show you ways to unlock the hidden, and not so hidden, potential in your database. She will cover how to:

  • identify potential major donors
  • conduct basic research beyond a 'quick google'
  • follow best practice in record keeping and data storage.

Nicki Sayers is the Manager, Donor and Prospect Research at Victoria University of Wellington where she supports a team of major gift fundraisers. She covers all aspects of prospect research and management from discovery through to ‘pitching the ask’.

In addition, Nicki works freelance with charities and schools to help them identify major gift prospects from their own database; network-map existing donors and supporters/volunteers; and help with strategies for approaching and managing major donors, through the moves process, towards a gift.

Fundraising Lessons from the Movies - Daniel McDiarmid

From Monty Python to Matt Damon: Fundraising Lessons from Movies and TV

Friday 24 September, 11:05 - 12:00pm
Room: The Auditorium
Speaker: Daniel McDiarmid

With the help of Hollywood and some of your favourite TV characters, Daniel McDiarmid shows how to get the right person, asking for the right gift at the right time – and how it sometimes goes wrong. Join Ted Danson, Matt Damon, Friends, and the Jamaican bobsled team as they go asking for major gifts.

Laugh as you learn to set the amount of the gift request and to choose the right setting. See the importance of a succinct case for support, watch best practice in-person asking, learn how not to ask, and find out what anonymous donors really want.

Daniel will explore best practices of major gift solicitation played out by familiar actors – and some not-so-familiar.

The Art of Conversation - Karina Salih

The Art of Conversation: The Science behind the Regular Giving acquisition interaction

Friday 24 September, 11:05 - 12:00pm
Room: Lion Harbourview Lounge 1
Speaker: Karina Salih + Fi McPhee

Have you ever wondered how the best ‘fundraisers in the field’ directly speak to the public to engage and inspire them to get behind a cause? Many of us, as fundraisers, could learn a lot from the mass market approach taken in Regular Giving acquisition. The special sauce ingredient is actually in the ability to bottle up and replicate ‘Conversational Intelligence (C-IQ)’. C-IQ gives us the power to influence our neurochemistry and the neurochemistry of those we converse with, even in the moment. Explore the power of conversations in regulating how our donor's feel every day, and the role language plays in the brain’s capacity to expand perspectives and create a certain experience, and learn how this can help you as a fundraiser to better shape our world in profound and healthier ways.

Join Karina Rottinger from Public Outreach and Fiona McPhee in a conversation as they explore the art of fundraising conversations from a relationship theory and conversation science angle. They will unpack the thinking and experience behind it; how it can translate into actual results for your fundraising at meaningful scale; as well as how you can use it can create a sustainable foundation for high donor retention.

Struggles to Successes - Katherine Richards

Struggles to Successes: Swapping your Problems for Positive Change

Friday 24 September, 11:05 - 12:00pm
Room: Lion Harbourview Lounge 2
Speaker: Katherine Richards

Problem solving, and creativity are key skills to have as a leader, fundraiser or team manager. Katherine will take you through examples of how her team has streamlined, maximised and created efficiency for the direct marketing and retention campaigns at Save the Children New Zealand.

She will show you how the team has rethought, reshaped and reimagined some of our programmes to reduce pain points for supporters and the team. Excellent supporter care and team efficiency are at the core of these decisions. You will be able to take away practical ideas that you can integrate into your own programme. Join Katherine and be inspired to rethink your next pain point creatively.

Courage Comes First - Sarah Wetton

Virtual: Courage Comes First: understanding the impact of you

Friday 24 September, 11:05 - 12:00pm
Room: Virtual
Speaker: Sarah Wetton

Courage is arguably one of the greatest leadership characteristics a professional fundraiser has. It allows us to overcome uncertainty and our fears in order to create meaningful and impactful change. Understanding how to harness your courage for the greater good requires critical reflection of the impact of YOU – not only on the cause you passionately support, but in your personal life also. Times of crisis often shine a light on the stark contrast between leadership and management styles. We saw this in action at the height of the pandemic, when many not for profits let go of some of their greatest assets - their professional fundraiser. In my presentation I'd like to share my journey as a professional fundraiser and working mum - through the challenges, successes and ongoing impacts of the pandemic to illustrate how courage has played a key role in understanding the impact of me. (this includes running an emergency appeal, launching a new monthly giving campaign, developing post-pandemic strategic fundraising plans, and addressing mental health)  I’ll also share a fantastic tool I’ve come to love and live by that has helped me forge a successful and satisfying fundraising career path.

Friday, 12:05pm

Can I Run an Urgent Appeal? - Karla Paotonu

“Can I run an urgent appeal when I am not responding to urgent need? YES of course you can!” - A case study of the Outward Bound Urgent Appeal 2020

Friday 24 September, 12:05 - 1:00pm
Room: Renouf Foyer 1
Speaker: Karla Paotonu

In this fun, informative, interactive session Karla will share the case study of the Outward Bound Urgent Appeal 2020. The campaign that helped the organisation retain all 68 members of their tight knit team. Karla will give you an honest insight into the successes and lessons learnt. Come along and be ready to learn but also to participate and share your own experience. That way we can all support and inspire each other to be changemakers within our organisations.

Fake News + Fundamentals - Zebedee Stone

Fake News + Fundamentals

Thursday 23 September, 10:35 - 11:30am
Room: The Auditorium
Speaker: Zebedee Stone

Fake news, misinformation and alternative facts are everywhere. With the rise of social media we are all subjected to a multitude of versions of what is real and true. Extreme views gain attention far beyond their believers. Literally anyone with access to the internet can influence the way we think, feel and act. For some it’s a profession, for others a means to securing power, and for us all a huge challenge to navigate.

So what does it mean for fundraising? Do our fundamental principles still hold? Without knowing it we might actually be contributing to the confusion, manipulation and divisiveness. And if we are, how can we do things differently? Join Zeb for an interactive session to explore these questions and uncover ways you, and your fundraising, can be a positive force to bring people together in creating impact and change.

Donors that FUND your FUNDRAISING! - Sean Triner

Donors that FUND your FUNDRAISING!

Friday 24 September, 12:05 - 1:00pm
Room: Renouf Foyer 2
Speaker: Sean Triner

Wish you had people funding your fundraising? This is the perfect session for you. 

You know lovely donors don’t like funding fundraising, right? Well, I will show you that they do.  Match funds fund fundraising – and New Zealand donors love them!

Plus it’s the easiest, lowest workload process I’ve ever seen to boost mid-value donors up to major donors.

I’ll show you a step-by-step process on how to get the match for your next campaign. And the one after that. And for your monthly giving. And next year. And…

(I recommend you go to my session on Thursday first, it’ll help but isn’t essential, and to be fair, there’s awesome ‘competition’ for your time!)

TBA - Ashley Rose


Friday 24 September, 12:05 - 1:00pm
Room: The Auditorium
Speakers: Ashley Rose

More info coming soon...

Giving New Zealand - Gavin Coopey + Fi McPhee

Giving New Zealand - The How and Why of New Zealanders Donors

Friday 24 September, 12:05 - 1:00pm
Room: Lion Harbourview Lounge 2
Speakers: Gavin Coopey + Fi McPhee

In this interactive workshop format, we will present a summary of all the relevant data and research over the last few years including 2020 Covid Surveys.

WHY, Gavin will look at the motivational groups we can see in NZ society and their drivers; the cause choices they make and general level of trust and confidence and how that has been impact by events in 2020.

HOW; using extensive understanding of benchmarking trends, Fiona will then illuminate how people choose to engage with the organisations they support - how much they give, when and where

The presentation will include a specific focus on Gifts-in-Wills and the very latest research conducted in 2020-21 on what differentiates legacy giving in NZ from other major markets.

Through the session attendees will be able to understand:

  • How their donors compare to the NZ averages and segments
  • Why sections of the public might be more open to their cause and organisation than others
  • How to communicate with the public in acquisition
  • Where to focus their activities moving forward by channel, ask strategy based on what types of gifting are increasing v decreasing and which channels are growing or declining
  • The very latest in gifts-in-will making insights - how to approach bequestors with a new framing based on what we now know
Virtual: Ligia Pena

Virtual: Embracing the Power of your Gifts in Wills Pipeline

Friday 24 September, 12:05 - 1:00pm
Room: Virtual
Speaker: Ligia Peña

The success of a legacy program relies on good prospects, inspiring stories and a strategic approach to moving donors. Without this thoughtful and strategic approach, you may find yourself with disengaged donors. But what actions/moves should you do at every stage of the process?

This session will show you how simple it is to implement a 3-step pipeline matrix to inspire donors to leave a legacy to your organization and how to design engaging and personalized supporter journeys that will both excite and reinforce relationships with your donors.

Friday, 1:45pm

Donor Care - Sarita Divis

DONOR CARE: Everybody loves it especially mid level donors

Friday 24 September, 1:45 - 2:45pm
Room: Renouf Foyer 1
Speaker: Sarita Divis

The pandemic was a chance to add CARE to donor communications and the donor journey now CARE has become a permanent part of how Leprosy Mission engages with supporters.

Find out how donor CARE improved retention, increased giving and created an engaged mid level donor group during 2020/21 and beyond for Leprosy Mission.

Say Thank You with Inspiration - Stephanie Miller

Say Thank You with Inspiration

Friday 24 September, 1:45 - 2:45pm
Room: Renouf Foyer 2
Speaker: Stephanie Miller

Do your donor comms give you a case of the blahs? Come along to get inspired and find out practical tips to improve your thanking. You'll have the chance to review real life examples, and see how improving donor communications has made a difference to the donor experience and fundraising success at the University of Otago.

Hailey Cavill-Jaspers - Are you Ready for Corporate Partnerships?

Are you Ready for Corporate Partnerships?

Friday 24 September, 1:45 - 2:45pm
Room: The Auditorium
Speaker: Hailey Cavill-Jaspers

Willing a corporate partner won’t win you a corporate partner. Being ready and able will.

Get the facts on what you need to successfully secure corporate partnerships in a post-pandemic economic downturn. Discover the critical organisational readiness factors that determine success or failure; how to get partner ready with a proven 7-step process that’s forged hundreds of corporate partnerships across Australia and NZ and discover the reasons why corporates & brands want - and need - to partner with changemakers like you.

Be inspired by Hailey's story of her transition from a corporate marketer to Do-Goodologist and some corporate partnership success stories from Australia

How to Create a Case for Support - Robin Cabral

How to Create a Case for Support that Calls Your Donor to Action

Friday 24 September, 1:45 - 2:45pm
Room: Lion Harbourview Lounge 1
Speaker: Robin Cabral

If you want to raise money, you need a written Case for Support. It is that simple.

This presentation will help you craft a powerful and persuasive Case for Support that will help your fundraising raise, even more, contributed income. We spend countless hours crafting donor communication pieces ranging from direct mail appeals to website copy, to major gift brochures, but rarely do we ever sit down and carefully craft our messaging that outlines to a donor why we need their donations.

A Case for Support is the foundational document for all of your fundraising efforts. It outlines the how and why behind your need for philanthropic contributions, as well as what makes you so unique and your cause so urgent. With one, you can watch your organization’s revenue skyrocket because of urgent donor calls to action based on messaging that resonates with their values.


  • Knowing what makes your organisation unique and how to package that for your donors
  • Raising more revenue because you have outlined clear and emotional calls to action
  • Maximising your effectiveness through having consistent and compelling messaging
  • Using key messaging consistently throughout your organisation so that everyone shares the same “elevator pitch”
  • Engaging your donors in your organisation by using your Case for Support as a tool to build stronger donor relationships


Donor Centricity - Gavin Coopey + Fi McPhee

Donor Centricity - How to really understand and empathise with your donors better

Friday 24 September, 12:05 - 1:00pm
Room: Lion Harbourview Lounge 2
Speakers: Gavin Coopey + Fi McPhee

Giving should be an emotional and engaging experience. However; do we really understand what that looks like for our donors; do we really understand what makes them tick? In this highly interactive session Gavin and Fiona will lead participants through a structured process which has been used hundreds of times to prompt fundraisers to ask. Starting with a ‘mythbusters’ we delve into how much we really understand about our donors? This also identifies where we need to know more. Having found out what needs to be unearthed, Gavin and Fiona will explain various approaches and strategies to gather the insights and data needed to build a better understanding; to empathise with donors and build programs of activity that meet their needs.

Through the session attendees will be able to understand:

  • Their present relative level of donor understanding
  • How to work within their organisation to accumulate better data and insight
  • Informal research techniques that fundraisers can use to delve deeper into understanding - quick short form or deeper surveys and other techniques
  • Empathy mapping processes that support the development of comms strategies
  • Journey development principles based on insights and data around what drives positive engagement and experience
Virtual: Forever and a Day - John Lepp + Jen Love

Virtual: Forever and a Day

Friday 24 September, 1:45 - 2:45pm
Room: Virtual
Speaker: John Lepp + Jen Love

Let’s explore the crucial connection between your annual fundraising program and your legacy program. We’ll share successful case studies and examples of #donorlove in action from Canada and around the world. You’ll learn how to find and share amazing stories that resonate with values and emotions, and that will inspire your donors at every vital stage in your relationship. You’ll leave with ideas you can implement tomorrow, and strategies you can build into your brightest fundraising future!