Events
Public Fundraising Symposium: Getting it Right (Regulation & Best Practice)
The Public Fundraising Symposium is an event designed to help charities and their partners build and sustain compliant and sustainable public fundraising programmes. It brings together experts from the fields of fundraising, compliance, data protection, law, finance and human resources to provide a comprehensive overview of the regulatory landscape and best practices for public fundraising.
Don't miss out on this chance to learn from the best & have confidence in your fundraising programmes. Register today!
Programme Sessions
Managing A Regular Giving Donor Acquisition Programme
The engine room of effective Regular Giving
A Sustainable Future
Data Governance: Protecting Donor Data
Keeping you safe with new contracts
Employment Law: Getting it right with employees and contractors
The Benchmarking Project
Onboarding & Donor Journey
Register online today
It’s All About Relationships – from the start
Greg Millar (IHC), Mick Rose (Community Solutions) and Kerry Johnstone (AIDA) will take you on a deep dive into what face-to-face donor acquisition best practice looks like and how to shape it in your organisation.
- Choosing a supplier / Choosing a charity
- Building a vital and strategic supplier-charity partnership
- Responding to complaints & positive feedback
- Tracking performance and key indicators of success
- Managing a supplier / Managing a charity
Speakers:
Greg Millar | IHC | National Fundraising Manager
Kerry Johnstone | Aida | General Manager NZ
Mick Rose | Community Solutions
Processes & Procedures – The engine room of effective Regular Giving
Mel Jenkins (Raisers Hub) and Trilby Benge (IHC) will look at the importance of getting your processes and procedures right and the huge impact this can have on the success of your Regular Giving fundraising activities. Don’t let your eyes glaze over, this is where the gold is in Regular Giving programmes and this will be a chance to learn and share.
- Debiting of monthly donations (credit card & direct debit)
- Failed transaction processes (credit card & direct debit)
- Reactivation calling
- Upgrading
- Monthly or four weekly transactions
- Conversion of single gift donors to Regular Giving
- Automation of processes
Session Speakers:
Mel Jenkins | Rasiers Hub
Trilby Benge | IHC
Onboarding & The Donor Journey | Building Friends for Life
Christine Hoey (Save the Children) and Damon Woolley (MSF) will look at tested ways that work in onboarding new donors and then guiding amazing donors along a donor journey. These best practices have been tested and proven.
- A case study that proves to align your onboarding journey with the F2F pitch really matters
- What to include & how to get it right
- Understanding your cause and how donors relate
- Finding the right level of communication
- Responding to calls
- Managing cancellations & complaints
- Development & Upgrading
- Innovations & what the future may look like
Session Speaker:
Christine Hoey | Fundraising & Marketing Director | Save the Children NZ
Damon Woolley | Médecins Sans Frontières
Fi McPhee Head of Insights from The Benchmarking Project, will deliver a session focussing on analysis of top line trends in key regular giving metrics based on data from leading New Zealand charities.
Session Speaker:
Fi McPhee
Sustainability in fundraising programs requires a strategic and thoughtful approach that considers your financial returns and profitability. By focusing on the following key areas, charities can build strong, sustainable fundraising programs that support their mission and make a positive impact on the world.
- Goals and Strategies: Messaging, metrics and monitoring
- Diversification of funding sources: How to compare apples with apples
- Continuous Improvements: Failures, learnings, improvements and success.
Attendees at this session will gain an in-depth understanding of the key concepts and best practices
involved in managing data for fundraising activities. This session will explore the various legal and
regulatory requirements governing data collection, processing, and storage, and provide insights into the
latest industry trends and emerging technologies.
The session will start with an overview of data governance and its importance in ensuring compliance with data protection laws and ethical standards.
Throughout the session, attendees will have the opportunity to participate in interactive discussions and case studies, designed to facilitate knowledge sharing and collaboration. Don't miss this incredible chance to learn from the leading experts in data governance and fundraising compliance! Hear powerful insights, get access to innovative tools, and take-home strategies that will improve your organisation's data governance.
Attendees will leave the session with a deep understanding of data management for fundraising, as well as the skills to practice compliance and ethical standards.
Session Speakers:
Joel Nicholson & Lauren James | LemonTree
What are the key principles of contracts when outsourcing services to a third party, the key provisions to think through and how do you manage and hold others to account? What should you look for before engaging a third party?
Session Speakers:
Steven Moe | Parry Field Lawyers
This will be an interactive discussion on key considerations for both direct employment of staff as well as independent/subcontractor models.
Session Speakers:
Craig Clarke and Steven Moe | Parry Field Lawyers
We are delighted to introduce our amazing speakers for this event! Our panel of experts come from a variety of backgrounds, including fundraising, law, data insights and more. This is an incredible opportunity to gain valuable knowledge and expertise from some of the best in their respective fields. Don't miss this unique chance to learn from the best!
Greg Millar | IHC
Greg has held fundraising management roles for the past 33 years, 10 in global leadership positions with UNICEF based in Geneva and UNHCR (the UN Refugee Agency) in Washington DC and Rome. He is currently the National Fundraising Manager at IHC New Zealand, a role he held 18 years ago. For the past 23 years, Greg has seen and closely measured the huge and positive impact of monthly giving and face-to-face fundraising and developed impactful, effective and sustainable fundraising programmes.
Speaking Session:
Managing A Regular Giving Donor Acquisition & Development Programme
Best Practices & Check Lists – Your Roadmap to Success
Fiona McPhee | The Benchmarking Project
Co-Founder and Director of Insights, The Benchmarking Project
Having led Australia & New Zealand’s largest fundraising benchmarking and analytics programs for over 15 years, Fiona’s insight into the fundraising market is unparalleled. Having started as an on-the-tools fundraiser with WWF-Australia Fiona has spent the last 24 years with non-profits from around the globe across fundraising, organisational culture and strategic planning, and program implementation.
As a Director of The Benchmarking Project and Director of global consultancy Revolutionise, Fi combines her love for analytics and insights and her facilitation and consulting skills to drive culture change, strategic development and execution of strategic plans and campaigns with fundraising boards, leaders and teams.
Hot off the press the latest real data on regular giving, donor retention, acquisition and ROI from Australia & New Zealand
Joel Nicholson | LemonTree
Technology & data crusader on a mission to grow donor relationships at scale.
The speed of change and the convergence of data and technology has an enormous influence on the way we all live. The ability to harness and leverage both these forces to empower fundraisers towards donor-centric outcomes is what excites him.
Joel has been leading the customer relationships at scale company, Marketsoft, for the past 18 years across commercial organisations including the big four banks, publishers, retailers, and in recent years a focus on For Purpose organisations.
Joel was instrumental in launching Australia’s first donor-centric data collaborative in 2014 called LemonTree, with a vision to create sustainable fundraising practices through collaborative thinking, technology, and data, and by ultimately putting the donor first.
Speaking Session:
Christina Hoey | Save The Children NZ
A commitment to helping change children’s lives for the better informs the work of Save the Children New Zealand Fundraising and Marketing Director Christina Hoey every day.
A Certified Fundraising Executive with more than a decade’s experience in fundraising, and a Master’s Degree in International Development, Christina is the driving force behind Save the Children’s fundraising activities in New Zealand. Since joining the organisation nine years ago, Christina has helped grow the donor base from just 7000 monthly donors to more than 22,000 active givers, which has enabled greater commitment to Save the Children’s life-changing programmes for children in the Pacific and around the world.
Says Christina: “No two days are ever the same, and each project or activity requires different skills and ways of thinking. I may go home each day feeling like I’ve used every last brain cell, but it’s for a good reason – helping change children’s lives.”
More recently, Christina has led a refresh of Save the Children New Zealand’s digital platforms in order to better share the organisation’s work for children, made possible through the support of partners and everyday Kiwi supporters.
Outside of work, Christina enjoys running, swimming, and biking. Before borders closed, Christina ran an ultramarathon (50km) in Australia, and, more recently, completed two half-ironman triathlons. Recovery time is also important when training, so she also enjoys reading and crafting.
Speaking Session:
Kerry Johnstone | Aida
Kerry has more than 25 years’ experience in direct sales operations and client management across multiple countries, channels and industries. Kerry is responsible for the day-to-day running of all New Zealand campaigns.
Over the years Kerry has worked with numerous non-profit and corporate clients including Blind Low Vision NZ, Cancer Society, Red Cross, Médecins Sans Frontières and Nova Energy, in both an operations and account management capacity.
Kerry has been on the PFRA board since 2015.
Speaking Session:
Managing A Regular Giving Donor Acquisition & Development Programme
Best Practices & Check Lists – Your Roadmap to Success
Steven Moe | Parry Field Lawyers
Steven Moe is a Partner at Parry Field Lawyers with a focus on charities, for-purpose organisations, fundraisers, start-ups and small businesses and helping them succeed through practical support on topics such as structures, contracts, governance and IP.
He has edited free guides for startups including this one on common start-up issues and this one for Charities. He is on the Charities Services Sector Group and has worked as a lawyer for 20 years including 11 years overseas based in Tokyo, London and Sydney, and since 2016 has been based back in Aotearoa. Steven hosts seeds podcast which has a focus on “for purpose” organisations and people doing inspiring things which has 339 episodes and another on governance for the IOD called Board Matters.
Speaking Session:
Keeping you safe with new contracts | What your organisation needs to consider when entering a new supplier/charity contract
Employment Law | Getting it right with employees and contractors
Craig Clarke | Parry Field Lawyers
Craig is a legal expert in employment law who often helps clients with their questions about contractors, employees, restructuring, personal grievances, misconduct investigations and restraint of trade disputes, as well as creating bespoke employment and independent contractor agreements for businesses and charities. He qualified in the UK where he had a career that included presenting at the European Union and has worked in New Zealand as a lawyer for many years and now is a key member of the Parry Field Lawyers employment team.
Speaking Session:
Employment Law | Getting it right with employees and contractors
Mel Jenkins | Raisers Hub
Kicking off the first face-to-face regular giving program in Australia for Greenpeace, our experienced Raisers Hub team know the regular giving space inside and out.
Having worked in Telefundraising for 20+ years, across all cause types, for organisations large and small, I believe that regular giving could be the difference between survival and not, in economically challenging times. It’s not that other programs and channels are not important (they are) – they just can’t do the heavy lifting like regular giving can. And that’s why helping charities become financially sustainable through regular giving is really what we’re all about.
Speaker Session:
Lauren James | LemonTree
Supporting social sector organisations to achieve their goals through strategic marketing & channel distribution expertise.
Lauren is a social sector expert in marketing & channel distribution, with strengths in operational systems & processes, training, workforce deployment, stakeholder & relationship management, sales negotiations & business development. As the Head of Client Success at LemonTree Fundraising, Lauren loves working with charities and seeing them succeed.
Lauren has served on the board of the Public Fundraising Regulatory Association since July 2019 and helped strengthened industry standards and best practices for face-to-face fundraising
In her spare time, Lauren is a director of Future Value Co, providing a vehicle for ethical investment through community and ecosystem regeneration.
Speaking Session:
Trilby Benge (she/her) | IHC
Trilby is the Fundraising Coordinator for IHC’s Regular Giving programme, Smile Club. She is experienced in donor care, regular giving systems and supplier relationship management.
Trilby has been working in Fundraising roles for the last three years, and alongside the sector in Fundraising Recruitment four years prior. Trilby was awarded FINZ Fundraising Newcomer of the Year 2021.
Speaking Session:
Mick Rose | Community Solutions
Mick is the owner of Community Solutions and has been involved in fundraising in NZ for over 20 years. Mick has experienced all areas of face-to-face fundraising from sales to management and now supplies and mentors numerous teams across New Zealand.
Mick prides himself on assisting Charities hit their goals by providing long-term quality Donors.
Speaking Session:
Managing A Regular Giving Donor Acquisition & Development Programme
Best Practices & Check Lists – Your Roadmap to Success
Public Fundraising Symposium
Thursday 27th July 2023
The Public Fundraising Symposium will be held at the Sudima Auckland Airport.
Registration opens at 8 a.m., with the event starting at 9 a.m.
Workshops and discussions will wrap up by 5 p.m ahead of the opportunity to further network with industry professionals over drinks and nibbles.
Stay on as we end the day celebrating and recognising high standards of fundraising with the announcement of our Face-to-Face Fundraiser of the Year Award.
Getting there
Yellow Bus makes transport to and from the venue and the airport convenient. Just book your Yellow Bus ticket here and you'll be good to go!
Parking
Sudima Auckland Airport makes parking for event attendees so much easier with their free parking service. You can drive in and be sure to find a spot wherever you like.
Accomodation
Sudima Auckland Airport is an award-winning 4.5-star hotel set in a quiet location just 2.5kms from New Zealand’s main airport. As the country’s first Toitū carbon zero certified hotel it exemplifies the best in sustainable architecture and systems, along with world-class features, facilities and services.
Attendees can now book and stay at the Sudima for great rates by clicking this link and using our exclusive promotional code. Enjoy a comfortable stay in an amazing location complete with great amenities!
Tickets
Tickets:
PFRA Members | Workshop + Networking + Awards Ticket: $250.00pp +BF +GST
Non-Members | Workshop + Networking + Awards Ticket: $300.00pp +BF +GST
Awards Only Ticket: $75.00pp +BF +GST
Sudima Auckland Airport is an award-winning 4.5-star hotel set in a quiet location just 2.5kms from New Zealand’s main airport. As the country’s first Toitū carbon zero certified hotel it exemplifies the best in sustainable architecture and systems, along with world-class features, facilities and services.
Attendees can now book and stay at the Sudima for great rates by clicking this link and using our exclusive promotional code - PFRA23. Rooms are subject to availability, so book now.
Enjoy a comfortable stay in an amazing location complete with great amenities!
The Yellow Bus
Sudima Auckland Airport makes transport to and from the airport convenient. Just book your Yellow Bus ticket here and you'll be good to go!
The Yellow Bus operates independently as a transfer service for the local hotels in the area and believe it or not with Auckland's traffic it can be faster than waiting to be picked up. Plus it will drop you off right at our doorstep.
Please note: this is a service operating independently from Sudima Auckland Airport and booking a ticket online is the best way to catch a ride with the yellow bus.
Alternatively, you can catch a local taxi which is available right outside the terminal doors.
Parking
Sudima Auckland Airport makes parking for event attendees so much easier with their free parking service. You can drive in and be sure to find a spot wherever you like.