1. Leveraging Special Events and Major Gifts Patrick J. Feeley Executive Vice President & Chief Development Officer Caron Treatment Centers

2. Agenda Welcome & Introduction Opening Questions Leverage at a Glance A Collaborative Approach Don’t Go Nuts & Bolts Strategy Stories of Hope at Caron Treatment Centers “Kumbayah” Challenges Q&A

3. Opening Questions Can you think of a moment where you witnessed an organization’s special event advance a major gift? Can you describe a moment where you experienced a major gift impact the success of a special event? What were some key ingredients in shaping those two moments?

4. At a Glance How do you leverage events and major gifts to maximize the cultivation, solicitation and stewardship of donors? ▫Honorary Chairs & Awards ▫Volunteer Opportunities & Committees ▫Invitations & Program Booklets ▫Venues & Format ▫Promotional Material & Publicity

5. A Collaborative Approach: Foster a culture of working together Educate teams on basic fundraising principles Maintain a pipeline of prospects Take a close look at calendar of events Create strategic involvement strategies Communicate with key internal and external constituents on approaches

6. Fundraising Principles: Old Rules Apply Introduction Involvement Intimacy

7. Foster a culture of working together Annual Fund/ Research/ Gift Processing Teams Major Gift Team Special Event Team

8. Prospect Pipeline ProspectInclinationCapacityInterestTargetSolicitor John DoeA1Chapel Fund$25,000Reverend Jack Mike SmithB3Scholarship Fund $100,000Sue B. Peter AdamsA2Medical Center $10,000Pat F. Bill YoungA3Scholarship Fund $5,000Sue B.

9. Event Calendar EventTypeDateStaffAreaAmount Raised Golf OutingFundraising9/28/15Sue H.Alumni$30K Annual GalaFundraising4/29/11Pam S.Special Events$600K Chapel Service StewardshipEvery Sunday Reverend Jack Spiritual Care$100K Richard J. Caron Society StewardshipTBDPat F.Development$1M

10. Joint Strategy: SolicitationBuilding Major Gifts: DonorProgramAmount Jane DoeScholarship Fund$10,000 Annual Gala$10,000 Chapel Fund$5,000 Total:$25,000

11. Building Major Gifts: DonorProgramFY16 Amount FY16 Amount FY18 Amount Total Jane DoeScholarshi p Fund $10,000 $30,000

12. Building Major Gifts: DonorProgramFY16 Amount FY17 Amount FY18 Amount Total Jane DoeScholarshi p Fund $10,000 $30,000 Annual Gala $10,000 $30,000 Scholarshi p Fund $5,000 $15,000 Total:$75,000

13. Stories of Hope Caron Berks Dinner - a family endowment New York Gala – a special room named Caron Philadelphia Dinner – a special bequest Caron Berks Dinner – an educational partner

14. Berks Dinner 2015 Presenting Sponsor ▫Stevens & Lee/ Griffin Financial Legacy Sponsor ▫Priscilla and Ben Zintak, Carole and Ray Neag, Maryanne and John Post, Kay and Sam McCullough Education Sponsor ▫Wells Fargo, Carpenter Technology

15. New York Gala 2015 Honoree ▫Petra Levin Capital Gift ▫The Petra Levin Lobby at Caron – a special gift from Steven Levin

16. Philadelphia Gala 2015 Presenting Sponsor ▫Independence Blue Cross, Morgan Lewis & Bockius Legacy Sponsor ▫The Ed Satell Family Education Sponsor ▫To Be Announced

17. Other Tips Lessons Learned from CHOP Selected Attendee Report (SAR) Total Attendee Report (TAR) Special Event Plan (SEP) Major Gift Prospect Assignments

18. “Kumbayah” Challenges What are some challenges to “over” collaboration? How can teams that work too closely together fail? Where do event managers and major gift officers draw the line in prospect management? Who is responsible for how much in fundraising?

19. Q&A