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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)

Tuesday 30 August // 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
9 - 10:30am Late Start for this Master Class Earle Wilkes Engaging and Attracting more Diverse Donors Part 1 Clare Bridle + Craig Pollard 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 Dynamic Navigation Part 1
10:30 - 11am Morning Tea, Room TBC
11 - 12:30pm Dione Joseph Braving Difference Differently Earle Wilkes Engaging and Attracting more Diverse Donors Part 2 Clare Bridle + Craig Pollard 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 Dynamic Navigation Part 2
12:30 - 1:30pm Lunch, Room TBC
1:30 - 3:00pm Steven Moe Fundraising in a Brave New World Earle Wilkes Engaging and Attracting more Diverse Donors Part 3 Clare Bridle + Craig Pollard 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 Dynamic Navigation Part 3
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 Dione Joseph, Sue Barker, Liz Gibbs, Steven Moe and Faumuina Felolini Maria Tafuna'i
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
Wednesday 31 August // FINZ CONFERENCE
8 - 8:40am Registration and Coffee
8:45 - 10am Message from Dr Ashley Bloomfield, FINZ Welcome: The IMPACT of YOU from Michelle Berriman, and Opening Plenary with Lessons in Badassery presented by Shelly Davies
10 - 10:30am Morning Tea
Renouf Foyer 1 Renouf Foyer 2 The Auditorium Lion Harbourview Lounge 1 Lion Harbourview Lounge 2
10:35 - 11:30am Gavin McLellan Future Proofing Fundraising - Through the Goldfish Bowl Shelly Davies Plain Language Shanelle Newton Clapham Forget 2 Step Regular Giving Acquisition - Do it Online for Better ROI Alecia Hancock Using Social Media to Activate your Community Gwen Green How do you raise funds when you have no donors?
11:35 - 12:35pm Louise Walters Developing a Successful Fundraising Strategy Sarah Barrer How to Achieve Peak Performance in Fundraising Dione Joseph Braving Difference Differently Jay Kachelhoffer + TBA Baby Donors to Boomer Donors: Digital and Donations Dr Sarah Paterson-Hamlin Up and Down Aotearoa
12:35 - 1:30pm Lunch
1:35 - 2:30pm Shelly Davies Boundaries Like a Mo-Fo Sabrina Ragan Avoiding the Ditch on Both Sides of the Major Gift Journey Faumuina Felolini Maria Tafuna'i Wayfinding on a Run Terri Sheahan + Cory Hall Connecting with Donors via Creative that gets Results Karina Salih + Fi McPhee The Art of Conversation: The Science Behind Regular Giving Acquisition
2:35 - 3:35pm Greg Millar Data Driven Growth Rebecca Scelly Reimagining Fundraising Nicola Long + Christina Hoey The Power of TV and Digital Video for your Gifts in Wills Program Sean Triner Match Giving: A ‘free’ BOOST to appeals and acquisition Nicki Sayers Finding Major Donors - Where to Start?
3:35 - 4pm Afternoon Tea to take into Auditorium
3:35 - 4:45pm NZed Talks MFC Auditorium Colin Thomas Future Proof your Fundraising Jeremy Bennett Using Facebook to Refresh your Bequests Craig Pollard Adventures in Global Fundraising Katrina Reilly A Story About Stories
6:30pm - Midnight FINZ Awards Gala Event 2021 MC'd by Kath Bier
Thursday 1 September // FINZ CONFERENCE
7:00 - 8:30am VIP Special Breakfasts
8:45 - 9:30am Day 2 Opening Plenary with Dynamic Navigation: Wayfinding through Uncertainty presented by Faumuina Felolini Maria Tafuna'i
Renouf Foyer 1 Renouf Foyer 2 The Auditorium Lion Harbourview Lounge 1 Lion Harbourview Lounge 2
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 Chris Downes Gifts in Wills... It's Personal Dominique Leeming Emerging from the Embers - A Personal Journey through Burnout
10:35 - 11am Morning Tea
11:05 - 12pm Ashley Rose, Gareth Davies, and Alcin Hacker Individual Giving is No Longer Profitable Unless... Jasmine Groves Harnessing the Power of LinkedIn Rachel Jefferies From Monty Python to Matt Damon: Fundraising Lessons from the Movies Clive Pedley Unlocking the Philanthropic Ambition of Donors TBA TBC
12:05 - 1pm Karla Paotonu Can I Run An Urgent Appeal? Zebedee Stone Fake News + Fundamentals Sean Triner Donors that FUND your FUNDRAISING! TBC TBC Gavin Coopey + Fi McPhee Giving New Zealand: The How and Why of Kiwi Donors
1:05 - 1:40pm Lunch
1:45 - 2:45pm Sarita Divis Donor Care: Ideas and Examples Katherine Richards Struggles to Successes Hailey Cavill-Jaspers Get Ready for Corporate Partnerships Ligia Peña Embracing the Power of your GiW Pipeline Gavin Coopey + Fi McPhee Donor Centricity: How to Really Understand and Empathise with your Donors
2:50 - 3:50pm Closing Plenary Great Fundraising is Hard but Sometimes you Win presented by Al Clayton LIVE FROM LOCHNESS and The Future of FINZ from Michelle Berriman, FINZ Board, Fellows, and Staff

Masterclasses:

Master Class: Dynamic Navigation - Wayfinding through Uncertainty

Master Class: Dynamic Navigation - Wayfinding through Uncertainty

Tuesday 30 August, 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: Engaging and Attracting more Diverse Donors

Master Class: Engaging and Attracting more Diverse Donors

Tuesday 30 August, 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: Braving Difference Differently

Master Class: Braving Difference Differently

Tuesday 30 August, 11am - 12:30pm
Room: Renouf Foyer 1
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.

Master Class: Structuring for Impact

Master Class: Structuring for Impact - Maximising Fundraising Opportunities

Tuesday 30 August, 1 - 3pm
Room: Renouf Foyer 1
Speaker: Steven Moe + Aislinn Molloy

The Fundraising World is changing and with it so too are the options when it comes to structuring of entities seeking to have maximum impact.  We are moving beyond a binary conception of “either” you are a Charity, or you are a Business.  Many charities and ‘for purpose’ organisations are blurring across those too sides of the spectrum.  Sometimes there are Charities starting businesses.  Sometimes Businesses are starting Charities.  Sometimes social enterprise or impact driven companies sit between the two.  There is also the rise of “impact investing”.  What does all this mean for Fundraisers, how does it work from a legal perspective and how do different structures impact on organisations that want to do good in the world? 

This Masterclass will be an interactive session where we consider all the options when it comes to types of entity and what the implications of them are and most importantly what options are opened up for fundraising by choosing a particular structure.  As well as case studies and real life examples we will be considering the positives and negatives that come from different entity types and what they each mean for fundraising, investment, charitable status and having maximum impact.  Our “Impact Team” at Parry Field Lawyers deals with these questions every day, as well as having discussed these issues over the 300+ episodes on seeds podcast.  We really look forward to sharing our experiences with you all so that you leave this masterclass with a greater understanding of the options and an encouragement that new frames of reference are emerging which help to catalyse fundraising and increase impact.  We will also be giving away 10 copies of the book, “Laying Foundations for Reimagining Business: Essays”.

Master Class: Effective fundraising in the health sector

Master Class: Effective Fundraising in the Health Sector

Tuesday 30 August, 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 Fundraising 

Tuesday 30 August, 9am - 3pm
Room: Frank Taplin Room
Speaker: Clare Bridle + Craig Pollard

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 fundraising 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 fundraising process from prospect identification through engagement, the ask, 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

The Auditorium, Tuesday 30 August, 3:15-4:15pm
Speakers: Dione Joseph, Liz Gibbs, Faumuina Felolini Maria Tafuna'i, Steven Moe, Sue Barker
Host: Michelle Berriman

Dione Joseph, Role, Org: link

Liz Gibbs, Director Perpetual Guardian (Givealittle) holdings Ltd & Group Head of Philanthropy at PG: https://www.linkedin.com/in/liz-gibbs-b6778714

Steven Moe, Role, Org: link

Sue Barker, Role, Org: link

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

Welcome Cocktail Function

Welcome Cocktail Function

Room TBC, Tuesday 30 August, 4:30 - 6:30pm

Sue Barker will be in attendance!

More info coming soon...

IWITOT

IWITOT

I Wish I’d Thought Of That (IWITOT) sponsored by DTV Asia

The fundraising campaigns that have inspired the sector
The Auditorium, Tuesday 30 August, 7:00 - 9:30pm
IWITOT Speakers: Announced on the Day!
With: Ken Burnett, Gavin Coopey, Nicola Long and Fiona McPhee

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 - Wednesday

Opening Plenary

The Auditorium, Wednesday 31 August, 8:45 - 10am
Speakers: Shelly Davies

Message from Dr Ashley Bloomfield

FINZ Welcome: The IMPACT of YOU - Michelle Berriman

Lessons in Badassery - Shelly Davies

Become powerful. Reclaim your voice. Give fewer fucks. Have it all. 

Scratch that. Have what you want—why waste time trying to be everyone’s cup of tea when you can be your own two shots of vodka?

When Shelly walked away from her family’s conservative religion in her forties, she embarked on a journey of discovery and growth. There was therapy and  boundary-setting. There were tears. Learning vulnerability is stronger than titanium, and faults are actually superpowers, Shelly transformed her life and leaned into her truth. So much so that she etched it into her skin in the form of a moko kauae - a traditional Māori chin tattoo.

For almost a decade, Shelly has been teaching people how to break the rules and give themselves the permission to stop just wishing for what they want and actually fucking get it!

NZeDTalks

NZed Talks

Wednesday 31 August, 3:35 - 5:15pm
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 Adventures in Global Fundraising

Katrina Reilly A Story About Stories (in-person)

FINZ Awards 2021 and Dinner

FINZ 2021 Fundraising Excellence Awards & Dinner

Wednesday 31 August, 7:30pm - Midnight
Room: MFC Auditorium
MC: Kath Bier

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, Thursday 1 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

NFPs and the Art of Crisis Management - The PR Company

Opening Plenary - Thursday

Opening Plenary - Thursday

The Auditorium, Thursday 1 September, 8:45am - 9:30am
Speakers: Faumuina Felolini Maria Tafuna'i 

Dynamic Navigation - Wayfinding through Uncertainty - 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. Right now, we cannot afford to ignore the social, economic and political currents under our feet.  We need to hone our navigational and senses, to feel the push and pull, so we can know when to tack, to reef or close your sail so you can get your bearings, or head into a harbour for safety.

 

Closing Plenary - Al Clayton

Closing Plenary

MFC Auditorium, Thursday 1 September, 2:50 - 3:50pm
Speaker: Al Clayton

Great Fundraising: it’s hard but sometimes you win - Al Clayton, LIVE FROM LOCHNESS

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. 

The Future of FINZ - Michelle Berriman

Wednesday, 10:35am

Gavin McLellan Future Proofing Fundraising

Future Proofing Fundraising - Through the Goldfish Bowl

Wednesday 31 August, 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!

Plain Language - Shelly Davies

Plain Language - Writing for Outcomes

Wednesday 31 August, 10:35 - 11:30am
Room: Renouf Foyer 2
Speaker: Shelly Davies

Eighty years of research tell us about the benefits of communicating clearly and simply. Plain Language increases trust, engenders confidence, and gets more buy-in. That's not a hard sell at all. But how to actually USE it?  That's a whole other story. Shelly will give us practical tools to make every word we write more effective, save us time, and help us do what we do best - raise funds!

Shanelle - Forget 2 Step RG

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

Wednesday 31 August, 10:35 - 11:30am
Room: MFC Auditorium
Speakers: Shanelle Newton Clapham 

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 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 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

Wednesday 31 August, 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?

Wednesday 31 August, 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.

Wednesday, 11:35am

Louise Walters - Developing a Successful Fundraising Strategy

Developing a Successful Fundraising Strategy

Wednesday 31 August, 11:35 - 12:35pm
Room: Renouf Foyer 1
Speakers: Louise Walters 

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.

Sarah Barrer - How to achieve peak performance in fundraising

How to Achieve Peak Performance in Fundraising

Wednesday 31 August, 11:35 - 12:35pm
Room: Renouf Foyer 2
Speakers: Sarah Barrer

Peak performance is a state in which the person or organisation performs to the maximum of their ability, characterised by subjective feelings of confidence, effortlessness and total concentration on the task. In this session Sarah Barrer will take you through Barrer & Co’s approach to empower fundraisers to achieve peak performance, regardless of resource and budget.

Dione Joseph - Braving Difference Differently

Braving Difference Differently

Wednesday 31 August, 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.

Jay Kachelhoffer - Baby Donors to Boomer Donors: Digital and Donations

Baby Donors to Boomer Donors: Digital and Donations

Wednesday 31 August, 11:35 - 12:35pm
Room: Lion Harbourview Lounge 1
Speaker: Jay Kachelhoffer + TBA

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 Sarah Paterson-Hamlin - Up and Down Aotearoa

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

Wednesday 31 August, 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.

Wednesday, 1:35pm

Shelly Davies - Boundaries Like a Mo-Fo

Boundaries like a Mo-Fo - How to be Sustainably Compassionate

Wednesday 31 August, 1:35 - 2:30pm
Room: Virtual
Speaker: Shelly Davies

Brene Brown tells us that the most generous and compassionate people are also the most boundaried. Learn about Shelly's hard-won boundaries and the powerful life she and her children are currently living because of them. Learn what boundaries actually look and feel like, how to set them, how to maintain them, and just how much they can rock your world. It's not easy to be boundaried. But it IS worth it, and this workshop might just change your life.

Avoiding the Ditch - Sabrina Ragan

Avoiding the Ditch on Both Sides of the Major Gift Journey

Wednesday 31 August, 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

Wednesday 31 August, 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

Wednesday 31 August, 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 fundraisers will also bust a few myths along the way.

In this session, you will learn some tips and techniques that you can implement right away - and others that will inspire you to review your current approach.

The Art of Conversation - Karina Salih + Fi McPhee

The Art of Conversation: The Science Behind the Regular Giving Acquisition Interaction

Wednesday 31 August, 1:35 - 2:30pm
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.

Wednesday, 2:35pm

Data Driven Growth - Greg Millar

Data Driven Growth

Wednesday 31 August, 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.

Reimagining Fundraising - Rebecca Scelly

Reimagining Fundraising

Wednesday 31 August, 2:35 - 3:35pm
Room: Renouf Foyer 2
Speaker: Rebecca Scelly

Sustainable income is the holy grail for charities, but for so many, they either do not have the investment funds, or Board appetite to heavily invest in fundraising acquisition.

So, what is the solution? Is there a structural change to the sector needed to address this problem? We will take a look at some reimagining fundraising ideas happening overseas and whether they can be applied to a NZ context.

Come along to discuss reimagining fundraising and how innovation can help us with this major sector issue.

The Power of Digital - Nicola Long + Christina Hoey

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

Wednesday 31 August, 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 - The Hidden Power of Match Giving

The Hidden Power of Match Giving

Wednesday 31 August, 2:35 - 3:35pm
Room: Lion Harbourview Lounge 1
Speaker: Sean Triner

Hopefully you’ve heard how match giving can boost appeal and event results.  But did you know it can even help with monthly giving and even bequest (!) results?

And, on top of that - there is another, hidden area of your fundraising where matches can boost income - and nearly everyone misses it!

In the session I will show what are the key ingredients for a successful matched campaign and share some awesome examples from around the world (You’ll see if the New Zealand ones are the best). A great precursor for my session tomorrow at 1205.

Nicki Sayers - Finding Major Donors – Where to start?

Finding Major Donors - Where to Start?

Wednesday 31 August, 2:35 - 3:35pm
Room: Lion Harbourview Lounge 2
Speaker: Nicki Sayers

It’s pretty much a given that most charities would love a major donor, or two.  Someone who’s highly committed to your cause and has the means to fund possibly a whole new project that’s been on hold, or be that ‘special donor’ who provides the matched funding for an appeal.

Well, you can!  And what’s more, these people are probably already on your database. However, they are unlikely to come knocking and so you need to find them.  

Quality research will aid you on your major donor journey, ensure you approach the right people at the right time, and give you the confidence to make the right ask.

During this session Nicki will provide an overview of the major donor potential in New Zealand and show you ways to unlock the hidden, and not so hidden, secrets in your database. She will cover how to:

  • identify potential major donors from you donor file
  • establish a rating system to determine who has the greatest affinity for your cause and the propensity and capacity to give
  • use a handful of free resources to start to build a picture of your donors as individuals and not just transactions in your database

Thursday, 9:35am

Who Wants to Come to an Events Party? - Panel

Who Wants to Come to an Events Party?

Thursday 1 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

Thursday 1 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

Thursday 1 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

Thursday 1 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

Thursday 1 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.

Thursday, 11:05am

Ashley Rose et al - Individual Giving is no longer profitable unless

Individual Giving is No Longer Profitable Unless...

Thursday 1 September, 11:05 - 12:00pm
Room: Renouf Foyer 1
Speakers: Ashley Rose, Gareth Davies + Alcuin Hacker

Successful individual giving fundraising is harder than ever.  Costs are increasing year on year, and return on investment is declining.  The not-for-profit sector is feeling the financial impact of reduced RG acquisition during COVID-19.  The current financial climate and rising cost of living adds further pressure to the fundraising sector.  To be successful during these challenging times, organisations must ensure they have not only the best data, systems, processes, business intelligence, but also the best people, partners and suppliers. At the same time, individually and as a sector, we need to think about diversification, innovation and flexibility. The old ways of doing individual giving, and especially regular giving, including driving volumes of face to face donors, or social media and co-registration leads and hoping that there will be a net return are gone.  Ashley, Gareth and Alcuin will talk about how, unless you have all your ducks in a row across this whole landscape, net profit is a diminishing prospect. They'll talk about all the key elements that are needed to optimise your programs and maximise returns, and provide practical examples of actions you can take now.

This presentation would suit CEO's, Fundraising Directors, Individual Giving Managers and those who work in Individual Giving Programs

Harnessing the Power of LinkedIn - Jasmine Groves

Harnessing the Power of LinkedIn

Thursday 1 September, 11:05 - 12:00pm
Room: Renouf Foyer 2
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.

Fundraising Lessons from the Movies - Rachel Jefferies

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

Thursday 1 September, 11:05 - 12:00pm
Room: The Auditorium
Speaker: Rachel Jefferies

With the help of Hollywood and some of your favourite TV characters, Rachel Jefferies 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, and the Jamaican bobsled team as they go asking for major gifts.

Laugh as you learn. Rachel will explore best practices of major gift fundraising played out by familiar actors – and some not-so-familiar.

Unlocking the philanthropic ambition of donors - Clive Pedley

Unlocking the Philanthropic Ambition of Donors - Going Beyond Donor-Centricity

Thursday 1 September, 11:05 - 12:00pm
Room: Lion Harbourview Lounge 1
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.

Thursday, 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

Thursday 1 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 1 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.

How to Get Matched Gifts - Sean Triner

How to Get Matched Gifts

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

You either came to my last session, or you already knew ALL about how great matched gift campaigns are. I hope you even knew about the little secret I revealed yesterday at about 3:15pm. This session sets out a pretty simple process of how to get match funds in the first place.  It’s easier than you think, and the process of getting match funds actually creates a whole new mid-major donor program or product.  A great follow up from my session yesterday, but you don’t have to do both to get lots of either!

Giving New Zealand - Gavin Coopey + Fi McPhee

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

Thursday 1 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

Thursday, 1:45pm

Donor Care - Sarita Divis

DONOR CARE: Ideas and Examples

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

Find out how adding Donor Care to donor communications and the donor journey can improve retention, increase giving and create a more engaged mid level donor group. With ideas and examples that you can implement in your organisation today. 

Struggles to Successes - Katherine Richards

Struggles to Successes: Swapping your Problems for Positive Change

Thursday 1 September, 1:45 - 2:45pm
Room: Renouf Foyer 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.

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

Are you Ready for Corporate Partnerships?

Thursday 1 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

Embracing the Power of your GiW Pipeline - Ligia Peña

Embracing the Power of your Gifts in Wills Pipeline

Thursday 1 September, 1:45 - 2:45pm
Room: Lion Harbourview Lounge 1
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.

Donor Centricity - Gavin Coopey + Fi McPhee

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

Thursday 1 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