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.
Trends That Will Influence the Future of Fundraising…and What It Means For You!
Association of Fundraising Professionals NJ Chapter Luncheon Panel, December 2019
Jay led a panel of development executives to discuss the fast-shifting philanthropic landscape that informs and impacts the work of fundraisers in New Jersey and beyond. See the slides that inspired the conversation, including:
- What are the implications of the newest generation of donors on your direct response program, event schedules, and volunteer engagement?
- How do different generations communicate and how do they want to be stewarded?
- How do we respond to the trend of corporations and many of our best donors leaving New Jersey?
- Is social impact investing real?
- Do we have enough information about the impact of the Tax Cuts and Jobs Act of 2017 to make informed decisions about how we attract and retain donors who can no longer deduct their charitable gifts?
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
TAG Webinar November 2013
A panel of experts examines perspectives on advancement from the admissions office, the development office, the communications office, the faculty, the college counseling office, and the headmaster’s office.
TAG Webinar June 2013
Jay Angeletti discusses the recent changes to HIPAA laws, including how they will affect fundraising strategies and how to implement successful physician engagement programs in this new era of fundraising.
TAG Webinar March 2013
TAG takes a look at the types of Crowdfunding, the appeal of Crowdfunding for nonprofits, and examples of leveraging Crowdfunding platforms for different needs.