11:10 AM - 11:50 AM - Session 3

Multi Appeal Fundraising: How the next generation of giving organizations need to use as many appeal approaches and stewardship interventions as possible to leverage technology to help make it happen!

An engaging multi-organizational journey that shows how introducing new channels, testing where channels are best partnered, investing in monthly giving; and leveraging measurable data and technology to bring them all together has helped give best practice organizations a better chance to increase revenue, acquire more donors, and speak to different generations more effectively.

Our presenters: Michael Johnston of hjc and Jennifer Grantham, Senior Director of Annual Giving  of the San Diego Humane Society, who will share how they look at multi-channel and multi-generational giving.

Break - 10 min

12:00 PM to 1:00 PM - Lunch & Learn

How to Do More with Your Data: A filling lunch and learn (both food and ideas)

Data is just data. It needs human intuition, human structure and insights to truly be effective in building and deepening relationships for any nonprofit institution. Brian brings his expertise from consulting, higher education and animal welfare to push all of us in fundraising to do better with data! Because we have the opportunity to have so much of it!

Join Brian on his journey as he touches on:

• How data is routinely gathered but not used
• Data paralysis having tons of information but not knowing what to do with it
• The temptation and danger of hyper-personalization
• Connecting data and stewardship
• Providing key data points he uses and how he utilizes it

In the same way that higher education has a competitive advantage with alumni data; animal welfare with animal relationships so too does every non-profit have data  that can be better leveraged with technology and for new generations of prospective donors. Join Brian on his journey beyond data as just data for non-profit institutions.

Our Presenter: Brian Daugherty, SVP and CDO San Diego Humane Society

Break 10 min

Additional Afternoon Workshops - 1:10 PM to 3:10 PM

Bonus Workshop One:

 Journey Mapping - Focus on the Donor Journey to Breathe New Life into Your Organizations Fundraising, Communications, Cross Functional Cooperation,  and Engagement

The concept of the constituent journey is to help healthcare organizations communicate with a large pool of patient, grateful patients, supporters, advocates and donors using as close to an individual approach as resources allow. There’s no way we can have (tens of) thousands of individual conversations with our donors each and every month to maintain loyalty to our cause.

Journey mapping doesn’t just have a profound impact on your fundraising efforts through empathy and improved engagement, but the process itself brings disparate teams together in a concerted effort to build a conversation and deepen relationships with supporters.

This hands-on session, 1.5 hour workshop is a primer on journey mapping for social impact organizations that includes a number of nonprofit case studies from almost a dozen healthcare institutions - from Rady Children's Hospital Foundation, Austin PBS, Greenpeace, Operation Smile, Doctors Without Borders, and many others.

Learning Outcomes: Take back your own 10 Step Journey Mapping Kit and immediately apply it to your organization to improve your internal cooperation, communications, engagement (of grateful staff, volunteers, advocates, or supporters) and fundraising.

Who Should Attend? Any staff person or senior leadership employee. Journey mapping can be used for any situation, e.g. internal staff experience, advocate experience, volunteer experience, patient experience, grateful patient or family experience, or donor experience, etc.

Please join Michael Johnston of hjc and Bill Littlejohn, CEO and Senior Vice President, Sharp HealthCare Foundation.

Bill will set up the session by exploring the ways he brings alignment to staff, culture and structure to better fit philanthropy into a complex working environment .  Bill's look at alignment will be followed by Mike's look at how CX Journey Mapping can be used as an effective tool to create cross functional alignment.

Bonus Workshop Two:

The Six Steps to Precision Philanthropy: How AI and Machine Learning can help you find a million-dollar donor from a $100 donor – digging deeper

This 1.5 hour workshop will build on the introduction from earlier in the day and  take participants through a one-of-a-kind Six Step Process to become an AI-ready nonprofit leader:

• Step 1: An introduction to artificial intelligence. Learn about the history of AI, its role in collective intelligence, and how to gain strategic advantage in the nonprofit sector.

• Step 2: Machine learning in the nonprofit sector
  Explore what machine learning is and how it can be applied to gain strategic advantage in the nonprofit sector.
• Step 3: Natural language processing in the nonprofit sector
   Explore what NLP is and how it can be applied to voice recognition systems (like Alexa) and chatbots to gain strategic advantage in the nonprofit sector. In addition, we’ll explore how NLP can help AI write our next emails, our next letters and correspondence with donors more effectively than humans.
• Step 4: Robotics and Automation in the nonprofit sector
   Explore robotics and how robots can be used in a nonprofit business context for service delivery and to take away the ‘heavy lifting’ for marketing and fundraising stewardship, cultivation and upgrading of donors.
• Step 5: The role of artificial intelligence and its influence in humanity
  Consider the merits of the human-machine partnership in the social sectors and any ethical concerns that may arise from the use of AI in a philanthropic environment.
• Step 6: The future of artificial intelligence in philanthropy
   Develop your own roadmap for implementing AI within your nonprofit/social sector organization and consider the future of nonprofit businesses that use AI technologies to augment philanthropic giving, engagement, and service delivery.

Core Takeaways:

• Participants will be well versed in the ethical, social, and moral issues of chatbots, machine learning and artificial intelligence for social impact organizations

• Participants will clearly understand how machine learning, AI and chatbots work and how to build them as cost affordably as possible – and how to effectively partner with AI services and developers

• Participants will understand how to choose the right areas of service/stewardship/interaction to apply these powerful tools and how to create pilots that can scale for incredible impact

• Participants will have a Six Step AI Workbook to develop their own unique roadmap for implementing artificial intelligence within their organization.

Please join Maya Rabinovitch of hjc and Nathan Fay of City of Hope.

3:10 PM - 3:20 PM Closing Remarks