Philanthropy and Fundraising Symposium - #SYM28


Keynote: Alan Hassenfeld

Breaking 2%: Kim Laughton

Organized by Indiana University Lilly Family School of Philanthropy

Dwight Burlingame, Glenn Family Chair in Philanthropy and Professor of Philanthropic Studies

Tim Seiler, Rosso Fellow in Philanthropic Fundraising and Clinical Professor of Philanthropic Studies


Thursday October, 29, 2015

Rosso Medal Awards Dinner

6:00 p.m. Reception 

7:00 p.m. Dinner 

The IU Lilly Family School of Philanthropy honors outstanding individuals with the Henry A. Rosso Medal for Lifetime Achievement in Ethical Fundraising. The award is named in honor of Hank Rosso (1917 – 1999), a founder of the Center on Philanthropy at Indiana University and founding director of The Fund Raising School. This dinner will celebrate and honor the 2015 Medal Recipient/s whose contributions have benefited the profession immeasurably. Information about the medal recipients forthcoming. 

Reception: Cash Bar

Dinner: $40.00

Reservations accepted until October 21, 2015

Reservations are made with the symposium registration. One may attend both the symposium and dinner or either one of the events alone.

Friday, October 30, 2015

7:30 a.m. - 8:15 a.m. Continental Breakfast/Registration
Connections Corridor

8:30 a.m. - 10 a.m. Opening Session
Marriott Ballroom

Dr. Amir Pasic, Dean, IU Lilly Family School of Philanthropy

Keynote Speaker
Alan Hassenfeld, Chairman of the Executive Committee of Hasbro, Inc
Keynote Topic: Philanthropic Leadership for Social Impact [Watch video replay]

10 a.m. - 10:30 a.m. Break

10:30 a.m. - 11:45 a.m. Breakout Session 1:

The Role of Faith and Spiritual Values

We know the role of religious values and faith traditions in giving to religious organizations. However, we still need to know how pervasive these values are in influencing not only religious giving, but also philanthropic giving to secular causes as well. Hear from leaders of several major faith traditions about the interrelationship between these traditions and all philanthropic giving.

    • David Daniels, Henry Winters Luce Professor of World Christianity at McCormick Theological Seminary 
    • David King, Karen Lake Buttrey Director of the Lake Institute on Faith & Giving and Assistant Professor of Philanthropic Studies, Indiana University Lilly Family School of Philanthropy [View presentation]
    • Kerry Alys Robinson, Executive Director, National Leadership Roundtable on Church Management  
    • Fred Smith, President, The Gathering

RECAP: The Role of Faith and Spiritual Values

Giving Days…Every Day

Recently created giving days such as “Giving Tuesday” have contributed to a heightened sense of philanthropy among the general population in the United States and around the world. But have such “giving days” increased philanthropy or merely concentrated giving that would have occurred anyway? What does the research data say? Also, what did the ALS Ice Bucket Challenge tell us about donors’ motivations for giving?

    • Barbara Newhouse, President and CEO, The ALS Association
    • Una Osili, Director of Research, Indiana University Lilly Family School of Philanthropy [View presentation]
    • Caryn Stein, VP of Communications and Content, Network for Good
    • Gene Tempel, Founding Dean Emeritus and Professor of Philanthropic Studies, Indiana University Lilly Family School of Philanthropy. 

RECAP: Giving Days...Every Day

Social Media

Social media channels such as Twitter and Facebook provide excellent platforms for creating awareness, building a brand, and connecting people. But how effective are social media for fundraising? What do we still need to know about how to engage prospective donors through social media?

RECAP: Social Media Fundraising Strategies

11:45 a.m. - 12 p.m. Break

12 p.m. - 1:30 p.m. Luncheon
Marriott Ballroom

Dr. Dwight Burlingame and Dr. Tim Seiler

Session: Breaking 2%
Kim Laughton, President of Schwab Charitable

Description: We are witnessing one of the largest periods of wealth generation and wealth transfers in history, yet charitable giving has always hovered around 2% of GDP. What are our best hopes of unlocking a greater portion of this wealth for charitable good? What role might various charitable vehicles play in increasing giving by making it as tax effective, flexible and convenient as possible? [Watch video replay]

1:30 p.m. - 1:45 p.m. Break

1:45 p.m. - 3 p.m. Breakout Session 2:

International Philanthropy

Philanthropy has become formalized on a global scale in the last several decades, while at the same time building on traditions and cultural characteristics. Along with these developments comes the realization that fundraising professionals should not only acknowledge and understand these differences, but should also convert knowledge into practice when engaging diverse donor groups in philanthropy. Researchers and experienced practitioners can share information that guides fundraisers toward proficiency in practice. 

    • Beth Breeze, Director of the Centre for Philanthropy at the University of Kent, United Kingdom   
    • Amir Pasic, Dean, Indiana University Lilly Family School of Philanthropy       
    • Lilya Wagner, Director, Philanthropic Service for Institutions
    • [View presentation]

RECAP: International Philanthropy

Women in Philanthropy

Women’s role in philanthropy and fundraising continues to grow. Learn from a leading researcher and a leading fundraising practitioner about some key components that are necessary to engage women even more deeply in philanthropic giving.

    • Maureen Hackett, Community Volunteer and Founder, Hackett Family Foundation
    • Kathleen Loehr, Principal, Kathleen Loehr & Associates
    • Debra Mesch, Director of the Women’s Philanthropy Institute (WPI), and as of July 1, 2015, Eileen Lamb O’Gara Endowed Chair in Women’s Philanthropy at the Indiana University Lilly Family School of Philanthropy. 

RECAP: Women in Philanthropy

3 p.m. - 3:30 p.m. Break

Break service available
Connections Corridor

3:30 p.m. - 4:45 p.m. Breakout Session 3:

Insights into Motivations for Giving

While we know there are a variety of reasons why people give, what do current research and practice tell us about the key motivations and benefits of giving – both outright gifts and planned gifts?

RECAP: Insights into Motivations for Giving

Youth in Philanthropy

Will today’s youth recreate philanthropy and fundraising based on their own ideas, communication preferences etc.? How will that look different from what we know today? Hear from two experts in youth philanthropy as well as today’s youth regarding their approach to philanthropy and fundraising.   

    • Megan Buckley, Third Generation Chair, Tracy Family Foundation Next Generation Advisory Board
    • Tom Glenn, Chair, The Wilbur and Hilda Glenn Family Foundation
    • Jill Gordon, Youth Philanthropy Initiative of Indiana (YPII)
    • Annie Hernandez, Executive Director, Frieda C. Fox Family Foundation
    • Betsy Peterson, Director, Learning to Give
    • Allison Winstel, Former Vice President of Finance, Indiana University Dance Marathon

RECAP: Youth in Philanthropy