Posts tagged ‘PPGGNY’

May 29, 2015

Avoid the Pitfalls to Raise More Money

Yesterday, I made my first public speaking appearance since my successful battle with cancer began just over a year ago. I served as the plenary presenter at the Philanthropic Planning Group of Greater New York Planned Giving Day Conference. My topic:

Ripped from the Headlines: Learning from the Planned Giving Mistakes of Others”

It was a particularly moving day for me. You see, I was scheduled to speak at PPGGNY’s conference last year. Unfortunately, because of my health, I had to cancel. It marked the first time I ever canceled a professional appearance.

Meryl Cosentino, the Vice President of PPGGNY and Senior Director of Planned Giving at Stony Brook University, was very understanding and kind. She stayed in contact with me during my recovery and, when she learned of my return to professional life, she invited me to speak at this year’s Planned Giving Day. I thank Meryl and her colleagues for the invitation to present.

So, PPGGNY Planned Giving Day marked my first speaking cancelation and, now, my return to the speaking circuit! I’ve come full circle!

To help me celebrate the happy occasion, The Stelter Company generously sponsored 20 copies of my book, Donor-Centered Planned Gift Marketing, so we could give them away to random winners during my presentation. I thank Stelter for its thoughtful support. I also thank Stelter for contributing valuable material to my book. The company’s commitment to the nonprofit sector is remarkable, though not the least bit surprising.

Michael Rosen at PPGGNY Planned Giving Day Conference.

Michael Rosen at PPGGNY Planned Giving Day.

During my talk, I shared several stories about well-known nonprofit organizations that have stumbled. I also shared plenty of useful tips, and a story that provided the overarching theme to my presentation. The story contains an important lesson for all nonprofit professionals:

Several months before my surgery, I visited southern Utah with a good friend. We went hiking in Escalante National Monument, a spectacular wilderness. On the more treacherous trails, I was particularly cautious. I carefully placed my feet with each step. I looked at where I was going to step next so I could pick the best spot. Because I exercised great caution, I didn’t stumble once.

Coming off one challenging trail, I found myself on a wonderfully flat, gravel path. I gave a sigh of relief. I was pleased to be able to spend more time looking at the lovely scenery rather than the trail and my feet. However, as soon as I had that thought, I stepped into a small gully, a tiny wash. And I went falling straight over. After grabbing my camera to make sure it was undamaged, I checked myself. With the exception of a skinned knee and bruised ego, I was fine.

From that experience, I learned a profound lesson.

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May 5, 2015

Will You Help Me Celebrate My (Re)birthday?

On May 2, I began my month-long (re)birthday celebration. One year ago, I underwent a 14-hour surgery to remove the rare cancer that had spread throughout my abdomen. The surgery was a success, and I am now in remission!

First Birthday Balloons by akadruid via FlickrPrior to surgery, I was told my life expectancy would be about two to five years. Following surgery, my doctor told me I can expect a full life. That’s why I consider May 2 my (re)birthday.

Having gone through what I have during the past year, I’m returning to professional life with a reinvigorated commitment to help the nonprofit community be more efficient and effective so we can make the world a better place.

I’m doing a number of private and public things this month to celebrate. While I normally ensure that my blog site remains largely non-commercial, I’m making an exception with this post because I want to enlist your help as I mark this important time in my life.

There are a number of ways you can join my (re)birthday celebration:

New Clients. I’m looking for at least three new clients. If you’ve found my blog posts helpful, imagine what we can achieve by working closely together, as some readers have already discovered. If you work for a nonprofit organization, I can help you with annual fund enhancements, donor retention efforts, ethics education and policy development, phone fundraising improvements, planned gift marketing, and training for staff and/or boards. If you work for a for-profit company serving the nonprofit sector, I can help you with service/product enhancements, new service/product development, and marketing.

Please contact me if you would like to discuss how I can help you achieve your goals.

Paid Speaking Engagements. As part of my return to professional life, I’m looking forward to getting back out on the speaking circuit. I’m an experienced, well-reviewed presenter and AFP Master Trainer. I’m also an adjunct faculty member at Drexel University where I teach Advanced Fund Development to graduate students. For your organization, I can facilitate a variety of training programs for your board, staff, or volunteers. For your professional associations, I can offer a variety of seminars or keynote presentations to meet the group’s needs and particular interests.

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