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About Greek Retreat

Greek Retreat is a two-day, hands-on conference that provides annual fund and communication professionals the opportunity to learn, collaborate, become inspired, and explore new solutions to shared business problems.

The 2017 Greek Retreat was hosted March 9-10 in Memphis, Tennessee and drew more than 80 participants.

Program Details

  • At this first-rate learning experience, attendees learn and share practical annual fund strategies in a small-group setting.
  • Through sessions, round tables and panel discussions, participants learn proven tactics from peers and experts.
  • Programming focuses on recommendations from the NICF-Cygnus Survey with sessions touching upon fundraising, stewardship, alumni engagement and communications.

View a PDF of the Program Book here.

2017 Greek Retreat Resources

Presenters and panelists have curated resources around their session topics into one-page tools for your use after the Greek Retreat. Click the presenter names below to view and download their resources.

Panel: Coordinating Fundraising Between Chapters and the Foundation

Learn the key elements involved in successfully coordinating fundraising between chapters and the Foundation. Panelists will discuss how chapter fundraising impacts their Foundations and lessons learned. They will also share opportunities they have discovered for donors to designate gifts to a specific chapter and ways to demonstrate to members that gifts will directly impact students at the chapter level.

Panel: Improving Donor Acquisition and Retention

This panel will feature annual giving donor acquisition and retention strategies from professionals outside our fraternal foundation community. Learn how acquisition and retention efforts must work together with a focus on first-time and second-time donor renewal, and leave with a wealth of ideas to support your work.

Roundtable: Direct Mail Campaigns

Presenters will invite discussion on industry trends and best practices in this critical area of foundation operations. This roundtable session will highlight findings from NICF’s inaugural direct mail critiques and is intended for all Greek Retreat attendees, not just those who participated in the critique process.

Michele King, Shelle Design and Tyler Walsh, Phi Kappa Tau Foundation

Design for Annual Fund Campaigns

You have spent hours crafting the perfect appeal message, strategizing the ask variables, and now have a blank page staring you in the face. How do you connect the dots from message to design? Join Michele King, President of Shelle Design, in taking a closer look at design best practices for your annual fund direct mail package. This brief, collaborative session will focus on real-world examples from the direct mail critique submissions.

Michele King, Shelle Design

Panel: Maximizing the Effectiveness of Communications Vehicles

Panelists will discuss how they provide marketing/communications support across all entities of their organizations, the lessons learned from managing multiple communication vehicles across these entities, and how they include program impact stories and chapter information in organization communications.

Relationship Goals: Developing a Future Donor Engagement Strategy

This presentation will explore the relationship triumphs and struggles between the foundation and programming sides of philanthropy. Participants will explore ways to engage donors using a holistic approach that utilizes outcome-based metrics. There will also be an opportunity to discuss the affinity between your organization’s mission and personal relationships with the ultimate objective of expanding your channel of loyal donors.

Jen Pendleton, CFRE, Aly Sterling Philanthropy and Patrick Tiernan, Theta Delta Chi Educational Foundation

Roundtable: Stewardship Best Practices

Stewardship is the most important and fun part of our work to engage and retain donors. During this session, we will explore stewardship best practices, share creative and innovative ideas, and discuss what our organizations are doing to encourage repeat performances by our donors.

Allison Rickels, CFRE, The FarmHouse Foundation

Establishing Your Voice from Within

Staff at all levels of an organization can have a significant impact on the future and direction of their organizations. This interactive workshop is designed to assist you in finding your voice, consistent with your personality, to have the greatest possible impact without “stepping on toes.” Through the use of personality assessment, we’ll explore your greatest strengths, and possible barriers to asserting your voice within your organization, so you can contribute to positive organizational growth and your own personal development.

Wilson Wong, Plaid

Questions? Contact Sue Kraft Fussell at sue.kraftfussell@nicindy.org or (317) 872-1112 ext. 370.

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