Conferences and Webinars

Upcoming Webinars

Donors Want to Support Their Passion, Not Fill a Gap. Reinvent Your Annual Fund.

TAG/Hopkins School Presentation – CASE DI (Boston, MA) March 2024

Promoting the message that annual fund dollars will close the gap between the actual cost of education and tuition is becoming less and less of a compelling argument to potential donors.

Today’s sophisticated donors want to know that their gift, regardless of its size, will have a measurable impact on the school.

Shifting your message to encourage donors to make their annual gift in support of programs or academic departments that they are most passionate about is critical to motivating your stay-the-course donors to give more and attracting new supporters. Click to see the presentation.

Building an Effective Campaign Cabinet

TAG Webinar January 2020

With over 25 years of fundraising experience, both in organizations and as a consultant, Greer has built and lead several successful campaign cabinets. In this webinar, Greer discusses the components of building the strongest, most effective campaign cabinet. She walks through appointing the best campaign cabinet to ensure a successful campaign and finding the right people to make sure the campaign stays on track and on target. While it can sometimes be difficult to find people with complementary personalities, Greer shares tips for cultivating seamless working relationships between volunteers.

Building a Non Building Campaign from the Ground Up

AFP Planet Philanthropy (St. Augustine, FL) 2019

Greer Polansky helped attendees uncover the keys to building a successful campaign when you’re not building a building, your organization has debt, and you need to build an endowment. Any one of these circumstances is challenging, but imagine you were faced with all three and you were still successful!

Hitting Singles and Doubles: Building Your Pipeline with Mid-Level Gifts

CASE NAIS Independent Schools Conference 2019

Campaigns are not always comprised of home runs. While most every institution dreams of transformational commitments-and certainly should focus on their pursuit-what happens between those rare commitments? And, slicing it a different way, what happens between your annual appeal level donors and the top of your gift pyramid? This session highlighted the Foote School’s Centennial Campaign and the way in which mid-level donors lead the way. Jay Angeletti moderated a panel who shared strategies regarding pipeline development, communications, volunteer recruitment, milestones and more.

Building Campaigns Around Non-Building Projects: Raising money for people and programs as the landscape shifts

AHP International Conference 2018

The Hospital buildings are complete; you’ve named everything. Your CEO tells you the future is all about people, programs, and “onestop” shopping ambulatory centers miles away that are focused on diseases and conditions. Virtual centers..? Leased spaces..? What’s a CDO to do? How do you transition your donors from funding capital projects to virtual programs? Jay Angeletti, with Karrie Borgelt of Main Line Health and Joe Stampe of Meridian Health Foundation discuss and share success stories.

Healthcare Philanthropy: An Ever Changing Climate

A podcast from Gift Planning Development

Joe Tumolo hosts Gift Planning Development, where he discusses fundraising in the rapidly changing Healthcare climate. He talks with Jay Angeletti about how to adapt to the ever changing philanthropic climate in healthcare. Together they discuss industry giving trends and how as a development officer you can use the shift to your advantage.

How to “Go Viral” In a Digital Fundraising World

TAG Webinar May 2018

Pete Winters discusses the impact of viral media on fundraising and how strategic and tactical considerations can be used across various platforms.

Is Your Annual Fund Message Resonating?

CASE District II Conference 2018

Jay Angeletti along with Geoff Handy of the Humane Society and Jose R. Gonzalez of Fordham Preparatory school outline the profound changes that are affecting annual funds now that just 12% of higher education families pay full tuition. See the slides from the conference here.

Spinning Straw into Gold

CASE-NAIS Conference 2017

At CASE-NAIS, Jay partnered with The Southport School Headmaster, Ben Powers, to present “Spinning Straw into Gold: Turning Obstacles into Opportunities.” Best practices and real-life scenarios inspired a lively conversation about crisis management in schools during the age of instant communication. See the slides from the conference here.

Building Trust With and Among Your Physician Partners

AHP Big Ideas Conference June 2016

At AHP Big Ideas, Jay was joined by Nancy Lawton-Kluck of Geisinger Health System and Jim Wright of Greenwich Hospital Foundation for their presentation, “Building Trust With and Among Your Physician Partners.” Using best practices and case study reports, the session presented innovative ways to involve physicians in development initiatives, improving engagement and encouraging new avenues for philanthropy. See the slides from the conference here.

The Intersection of Metrics-Driven Major Gifts and Donor-Centered Development

CASE DII Conference February 2016

At CASE District II, Jay invited Lisa Grider, Director of Institutional Advancement at Newark Academy, and Jason Kroll, Vice President of External Affairs at Monmouth University to join him on the panel discussion, “The Intersection of Metrics Driven Major Gifts and Donor Centered Development.” Session participants walked away with the tools to formulate a metricsdriven major gift program at their own institutions that maximizes productivity, celebrates teamwork and engages donors on the most personal level. See the slides from the conference here.

Best Practice and the Small Shop

CASE-NAIS Conference January 2016

At CASENAIS, David Beecher and John Fixx of The Country School in Madison, CT joined Jay for an animated panel discussion, “Best Practice and the Small Shop.” The session presented innovative solutions for common issues faced by small advancement operations where both time and funding are often at a premium. See the slides from the conference here.

Manifesting Transformative Gifts Through Visionary Partnerships

AHP International Conference 2016

Kevin Ralph of Cape Cod Healthcare Foundation, Joe Stampe of Meridian Health Affiliated Foundations and Kevin Walsh of Yale New Haven Health came together with Jay for a standing room-only panel discussion at the AHP International Conference. Their session, “That’s Not My Job! – Or Is It? Manifesting Transformative Gifts Through Visionary Partnerships” highlighted the unique position of development officers as “conveners” with the ability to bring people together across disciplines, creating innovative philanthropic opportunities. See the slides from the conference here.

Beyond the Numbers: Setting Goals and Thinking Big with a Metrics Driven Major Gifts Program – Recording

TAG Webinar September 2015

Jay Angeletti and Phil Beekman discuss: What makes a successful gift officer? What metrics should be used to measure success? How can we maximize productivity – and do so in a way that celebrates both individual and collective successes? Download the webinar here.

Physician Partners

Hospital Fundraising Summit, April 2015

In this presentation, Jay examines the anatomy of a physician engagement/grateful patient program, from its inception to highlevel gift solicitations, and outlines how to establish such a program, as well as review the key metrics to monitor success.

Metrics Driven Major Gifts

Hospital Fundraising Summit, April 2015

Jay outlines a moves management program that rewards accomplishment, serves as a management tool to encourage organizational investment, and cultivates an empowered team!

Unpacking Major Gifts

CASE District I Conference (January 2015) and CASE District II Conference (February 2015)

At these two regional CASE conferences, Jay presented alongside TAG client partners to discuss case studies about securing major, transformative gifts.

Planned Giving for the Small Shop

TAG Webinar November 2014

Brian M. Sagrestano, JD, CFRE, co-author of The Philanthropic Planning Companion: The Fundraisers’ and Professional Advisors’ Guide to Charitable Gift Planning presents the key elements that any organization can put in place to build an effective, Stage One gift planning program.

Are You Ready for a Campaign?

TAG Webinar April 2014

In this webinar, TAG examines the anatomy of a campaign and helps development professionals determine their organization’s campaign readiness. The presentation addresses “why a campaign,” strategies for assessing internal and external readiness, strategic steps for campaign implementation and launch, campaign silent phase and public phase, solicitation strategies, and more.