education sessions
We have a wide array of educational sessions waiting for you at AFP ICON 2024. Whether you want to master leadership, relationship building, securing the gift, trends and innovation, or all of the above, AFP has the latest and greatest information to unlock your fundraising potential.
- Current & Prospective Donor Research
- Ethics, Accountability & Professionalism
- Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
- Leadership & Management (Sponsored by Lindauer Global)
- Relationship Building (Sponsored by GolfStatus)
- Securing the Gift Track (Sponsored by Mission CRM)
- Volunteer Involvement
Relationship Building
Sun, Apr 7, 2024
9:00am - 10:15am
Room 713 A/B
2022 Stewardship Survey Results: Sharing Best Practices
After this session you will: Understand the strategies used to ensure the success of donor stewardship programs in the wake of the COVID-19 pandemic. You’ll also be aware of the challenges faced by stewardship programs and what hasn't worked. And the most effective strategies and approaches by sector of activity.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
BNP GOLDIE Canada - Senior Vice President
George began his fundraising career in 1984 with an international consulting firm and joined The Goldie Company in 1996. In 2020, Goldie merged with BNP Philanthropic to form BNP Goldie Canada. George has a consistent record of developing innovative solutions to fundraising challenges, exceeding expectations and forging long-term relationships. He has conducted numerous studies and led scores of successful campaigns for a wide range of nonprofit organizations from coast to coast.
The WoodGreen Foundation - Executive Director
Teresa Vasilopoulos is a seasoned Fundraising Executive with a proven track record of stellar performance in the planning and execution of multi-million dollar campaigns. She was responsible for the facilitation of the ground-breaking $50M gift from Myron and Berna Garron, the largest gift in Canada to a community hospital, at its time. A thoughtful and genuine fundraising professional, Teresa is focused on providing meaningful and authentic donor experiences.Sun, Apr 7, 2024
9:00am - 10:15am
Room 715 A/B
Creating Real, Token Free Board Diversity
Frustrated that your board isn't diverse like your community? Aware that this lack of diversity is directly impeding your fundraising? This session will tell you exactly what a fundraiser can do to make change happen!
Education Track(s): Relationship Building
Audience: Applied
Speakers
Armando Zumaya, 34 years
Somos El Poder - Founder
Armando Zumaya has been in fundraising for 34 years in a variety of roles that have given him a unique perspective on development offices, prospecting and role of prospect research/management. He is the Founder of Somos El Poder, the first Latinx Fundraising Institute in the US. He is widely published author and writer on development and nonprofits.Sun, Apr 7, 2024
9:00am - 10:15am
Room 716 A/B
Show Me the Money, Securing Lucrative Sponsorships
This session will help you identify what it takes to secure lucrative sponsorships through relationships and prospecting. Therefore, they can show you the money.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
William Bryant, MBA
Mobile Area Council, Boy Scouts of America - Scout Executive/CEO
William Bryant, Jr. is the Scout Executive/CEO Mobile Area Council, Boy Scouts of America. He is the immediate past Revenue and Membership Growth Coach for the National Office of the Boy Scouts of America. William is a Subject Matter Expert in Fund Development. William has served as a Field Director, Scout Reach Director, Finance Director and Senior Development Director. In his over 15 years of experience, William has raised more than $300 million.Sun, Apr 7, 2024
9:00am - 10:15am
Room 801 A
How to Communicate your Cause using the 3 Vs of Communication
Communicating your organization’s story effectively is vital to meeting fundraising goals. Authentic communication can be challenging in person and in the virtual world. Be confident in your next Ask. Attendees will leave knowing how to communicate their cause using the 3Vs of communication.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
FundJoy LLC - Nonprofit Consultant, Speaker, Author
Kristal Frazier is the founder of the Assertive Ask®, used by licensed trainers who empower organizations, associations, and universities to present without fear so they can fund, sustain, and grow. Kristal has an innate talent for coaching critical thinkers and thought leaders to craft words and deliver speeches that cultivate investors, funders, and donors. She is truly an inspirational speaker, noted for her warm personality, motivational and insightful teachings, unrivaled professionalism, and expansive knowledge.Sun, Apr 7, 2024
9:00am - 10:15am
Room 701B
Strategies for Indigenous Engagement in Fundraising: Lessons Learned and Shared (Sponsored by Veritus Group)
Learn how to collaborate effectively with Indigenous peoples, communities, and donors by exploring the largest fundraising campaign for First Nations Peoples in Canada. Discover strategies for aligning donor and indigenous objectives through building relationships based on trust, centering Indigenous voices, and mindful messaging to make a positive impact together.
Education Track(s): Relationship Building
Audience: Applied
Speakers
NIB Trust Fund - Executive Director
Naomi Racette is a Cree/Métis from Saskatchewan. As Executive Director of the NIB Trust Fund, the largest funding organization of Indigenous peoples in Canada, she has been granting funds to self-determined projects addressing the harms of residential schools. A relationship builder, Naomi is proud of the strong financial management and leadership established at the Trust Fund. Naomi is inspired every day by survivors, elders, youth, communities, and organizations, moving forward grounded in traditional ways.Don Gorsalitz, CFRE
DCG Philanthropic Services Inc. - President
Don has over 30 years of experience in fundraising with expertise in strategy development, campaign management, and volunteer and donor engagement. He is a trusted advisor for high-profile fund development efforts in Canada working on annual, major, and legacy giving campaigns. He has extensive experience fundraising alongside Indigenous individuals and organizations. Don applies a strategic and innovative approach to every project, collaborating with clients and donors to provide fund development expertise and community investment strategy.Sun, Apr 7, 2024
10:45am - 12:00pm
Room 701B
When the Going Gets Tough, The Generous Get Going: How Market Shifts Affect Charitable Giving
Fundraisers are challenged in both bull and bear markets. In this session you will learn practical ways to engage donors during economic downturn and upturn, including the psychological and sociological factors that prompt transformational gifts to your organization.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Juanita Sheppard, CFRE
United Way of Greater Atlanta - Vice President, Foundation Partnerships
As Vice President, Foundation Partnerships at United Way of Greater Atlanta, Juanita Sheppard strategically serves as the central source for cultivating and engaging foundation and government partners. She is a member of the Forbes Nonprofit Council, Neighborhood Nexus, and Midtown Atlanta Rotary. Juanita also served as Past President of the AFP Greater Atlanta Chapter (2019). Juanita earned her CFRE certification in June 2020.Debra Faulk, MA
Wells Fargo Philanthropic Services - Vice President, Philanthopic Specialist
Debra Faulk is a senior philanthropic advisor. Within Wells Fargo Philanthropic Services, Debra supports $1.5 billion+ of charitable assets under management and works with nonprofit organizations in endowment management, fundraising, and planned giving. She also helps charitable high-net-worth families establish and administer private foundations, charitable trusts, DAFs, and other charitable strategies. Debra was a CEO of public charity, owned a public relations practice focused on public-private partnerships, and is a sought-after speaker in the Southeast.Sun, Apr 7, 2024
10:45am - 12:00pm
Room 715 A/B
Empowering Communication Strategies Within The Disability Sector
People with disabilities constitute the nation's largest minority group, and the only group any of us can become a member of at any time. Learn perspective and communication techniques to be the best ally possible, and to enroll and inspire 10% of the world's population into your mission.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Kyra Millich, CFRE, JD
National Multiple Sclerosis Society - Major Gifts Officer
Kyra is the Major Gift Officer for the Western Region of the United States and co-founder of the Disability Employment Resource Group at the National Multiple Sclerosis Society. After receiving a diagnosis of MS, Kyra transitioned from consumer protection litigation to development - first managing peer-to-peer fundraising events and then as an individual giving professional. She is honored to specialize in genuine empowerment, inspiration and enrollment of persons impacted by disability.Sun, Apr 7, 2024
10:45am - 12:00pm
Room 803 A/B
Hacking Human Wetware - The Art and Science of Neurophilanthropy
wet·ware (n): the brain, especially respecting computational capabilities and decision-making processes. Eric and Eryn-Faye will leverage their combined 40 years of work, education, and hundreds of millions of dollars raised to help you explore the emerging field of neurophilanthropy, the confluence of neuroscience, psychology, and sociology within fundraising.
Education Track(s): Relationship Building
Audience: Applied
Speakers
NeuroImprints - Behavioural Scientist
A behavioural scientist with an insatiable curiosity about what makes people give money away, Eryn-Faye Mallone is the CEO of NeuroImprints. She specializes in taking donor segmentation, cultivation, and stewardship to new levels by integrating psychosocial profiling, neurodesign, and other research-based techniques. Eryn-Faye holds a Master of Science in Applied Neuroscience from King’s College London (England) as well as a law degree from the University of Glasgow (Scotland).Eric Frans, CFRE, MA
IFCJ - Vice President, Philanthropy
Eric is a highly creative and strategic senior executive with extensive local, national, and international non-profit experience. For over two decades he has a consistent track record of training best-in-class teams and receiving six, seven, and eight-figure gifts based on his recognized expertise in the field of neurophilanthropy. As Vice-President of Philanthropy at the International Fellowship of Christians and Jews (IFCJ), Eric oversees all relationship fundraising, as well as gift planning and foundations.Sun, Apr 7, 2024
10:45am - 12:00pm
Room 716 A/B
Philanthropy is Black History: The Untold Stories of Black Philanthropists
Just as with American history, Black philanthropists have largely been forgotten throughout history. Philanthropy is Black History: The Untold Stories of Black Philanthropists, this enlightening session explores the impact of Black donors, past and present, on society and inspires attendees to embrace a more inclusive approach to philanthropy.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Lauren Tudor, CAP®, CAP
ARCHITECT Philanthropic Collective - Founder
Meet Lauren Elyse Tudor, an accomplished CAP®-certified operations strategist, fundraiser, and founder of ARCHITECT Philanthropic Collective. Her impressive track record includes leadership positions at major organizations such as the Greater Cincinnati Foundation, Public Allies Cincinnati, YWCA, United Way, and All On The Line (formerly Organizing for America OFA), the campaign to re-elect President Barack Obama. Lauren is a fierce advocate for advancing social justice movements, specifically women's reproductive rights.
The Ohio State University Extension - Area Leader, Hamilton and Butler Counties
Victoria Fresh is currently the Area Leader for the Hamilton and Butler County Extension programs in the Southwest region of Ohio helping to create opportunities for people to explore how science-based knowledge can improve social, economic, and environmental conditions. While she is early in her career, with just five years under her belt, she has raised just shy of $3 million and enjoys sharing her methods and learnings with her peers.Adrienne McDade Taylor, CFRE, MA, MBA
Skystone Partners - Senior Consultant
Adrienne Taylor is a Sr. Consultant at Skystone Partners. Adrienne started her career in fundraising through the AFP-Greater Cincinnati Chapter’s diversity program, New Faces of Fundraising, and now serves on the leadership team. She is the 2023 Greater Cincinnati Chapter President and AFP Global Board Member. Her commitment to IDEA is what keeps her actively engaged with AFP. She is a proud mom, wife, member of Kaleidoscope Investment Group and loves theatrical makeup.Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 701B
Treat Stewardship as the Year-Long Celebration of the Gift- and Here's How to do it!
After working hard to secure a gift donors deserve more than just a thank you letter! We'll take a journey on how to stay in touch with donors, sharing the impact of their gift through powerful messaging and engaging others, all leading to stronger relationships, happier donors and bigger gifts.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Mark Chilutti, CFRE
Magee Rehab Hospital Foundation- Jefferson Health - Assistant Vice President of Development
Mark Chilutti has raised over $45 million to improve the quality of life of individuals with disabilities in his 20+ years at Magee Rehab Hospital in Philadelphia. He enjoys helping donors make an impact through major and planned giving. He presents frequently for AFP Chapters, at AFP ICON, AFP Spotlight sessions, and as a motivational speaker. Mark is an Eagle Scout and former wheelchair tennis player, living with a spinal cord injury since 1996.Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 716 A/B
Faith, Fundraising, & Death - 3 traditions, unlimited questions
A trio of Jewish, Muslim and Christian fundraisers explain what you need to know about legacies giving plus customs about death and giving. Bring your questions, there are no dumb ones! A safe space to talk about death, faith and money is a gift we offer to the fundraising community.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Ann Rosenfield, CFRE, MBA
Temple Sinai Congregation of Toronto - Chief Development Officer
Ann has won awards in 5 domains of fundraising from 5 different assocations. She is the only person to be part of the winning team for the Mo Davies Award for Excellence in Small Charity Fundraising for 2 different charities - as an ED and as a Board leader. She is proud to have volunteered with Rainbow Railroad and Outright get their starts in fundraising.Irshad Osman, MBA
University of Toronto - Senior Development Officer
Imam Irshad Osman (MSc, CFRE) is an Imam by training and a fundraiser by profession. He has worked and studied on three continents. Passionate about inclusive philanthropy. Supporter of international, and educational causes. He has participated in the Fellowship in Inclusion & Philanthropy, Interfaith Innovation Fellowship project, and KAICIID International Inter-religious Fellowship. Speaker and advocate for social justice, true inclusion, anti-hate, anti-racism, etc.Lori Guenther Reesor, PhD
Lori Guenther Reesor - Principal
Dr. Lori Guenther Reesor (B. Math, MTS, DMin) is an expert in Christian giving (although Mennonites tremble at using the word ‘expert’ to describe themselves!) She asked Christian donors about their giving during a church basement research tour of Canada. She is delighted that her book, Growing a Generous Church: A Year in the Life of Peach Blossom Church is the only theology book with an illustration of a snowblower!Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 717 A/B
Get Q’d In! Advance Your Mission by Engaging LGBTQIA+ Donors
1 in every 6 Gen Z-ers, 1 in every 10 Millennials identify as LGBTQIA+. As a professional gay fundraiser for LGBTQIA+ nonprofits on opposite coasts, Matt will guide participants through LGBTQIA+ cultural competency, queer donor motivations, and best practices to find, engage, and cultivate these donors in your community.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Matthew Easterwood, CFRE, CAP® (Chartered Advisor in Philanthropy)
The Spahr Center - Chief Development & Communications Officer
Matthew Easterwood is a Chartered Advisor in Philanthropy® and Certified Fund Raising Executive, currently chief development & communications officer at The Spahr Center of Marin County California. Matt has 10 years of nonprofit management and six years of fundraising experience. Previous roles include a science center, and multiple LGBTQ+ community centers.Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 801 A
How to Convert Fans to Donors - A Fundraisers Guide to Social Media
The increase in digital programming and social media use has changed the way nonprofits raise money, build communities, and advocate for their causes. In this session, we'll discuss how to take people from passive fans to passionate supporters and create social media content that actually converts.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Josh Hirsch, MS
Soukup Strategic Solutions - Senior Strategist
Josh Hirsch is the Senior Strategist for Soukup Strategic Solutions. He has worked in the nonprofit sector since 2006. He has an extensive background in social media, digital communications, and marketing along with experience in grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors. He is the Florida Caucus Representative for the AFP First Coast Chapter and Past-President of the Palm Beach County Chapter
J Campbell Social Marketing - Digital Storytelling & Social Media
Julia Campbell is a nonprofit digital consultant, speaker, and author who has been recognized by Forbes and LinkedIn as a top thought leader. She hosts the Nonprofit Nation podcast, has written two books on social media and storytelling for nonprofits, and has helped hundreds of organizations transition to digital through her courses, webinars, and talks.Mon, Apr 8, 2024
8:00am - 9:15am
Room 717 A/B
Culture Shock: Understanding Death Rituals and Superstitions in a Diverse World
In today’s culturally aware society, having rich legacy conversations with donors requires understanding their customs and superstitions surrounding death and dying. This session will cover some of the main diaspora cultures in North America so you can feel better prepared to engage with donors in a culturally-sensitive way about legacies.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Ligia Pena, CFRE, AFP Master Trainer, M.Sc.
GlobetrottingFundraiser - International Legacy Consultant
Ligia Peña, CFRE is President of GlobetrottingFundraiser, specializing in helping charities develop & implement their fundraising and legacy strategy. She's also a Ph.D. candidate at the University of Kent, researching national legacy marketing campaigns. As an AFP Master Trainer, she’s trained countless fundraisers around the globe. She's a sought-after and seasoned international presenter who enjoys sharing her knowledge and empowering nonprofits professionals to think about legacies differently by daring to be creative and innovative.Mon, Apr 8, 2024
8:00am - 9:15am
Room 801 B
Transform Your Relationships: How to Turn Volunteers and Donors Into Super Supporters (Presented by Bloomerang)
Volunteers play a vital role in the success of nonprofits. They generously offer their time and expertise and can even become dedicated donors. Research reveals that volunteers are 80% more likely to make larger donations than non-volunteers. Additionally, those who volunteer and donate have a significantly higher retention rate. This panel discussion will utilize data and live examples to explore the correlation between volunteers and financial donors. If you're hesitant to ask your volunteers to become donors or vice versa, this session is tailored to address your concerns. Join us and unlock the full potential of your volunteers and donors without leaving any untapped opportunities behind.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Lauren Tudor, CAP®, CAP
ARCHITECT Philanthropic Collective - Founder
Meet Lauren Elyse Tudor, an accomplished CAP®-certified operations strategist, fundraiser, and founder of ARCHITECT Philanthropic Collective. Her impressive track record includes leadership positions at major organizations such as the Greater Cincinnati Foundation, Public Allies Cincinnati, YWCA, United Way, and All On The Line (formerly Organizing for America OFA), the campaign to re-elect President Barack Obama. Lauren is a fierce advocate for advancing social justice movements, specifically women's reproductive rights.Josh Meyer, MBA
Bloomerang - VP, Demand Generation
With over 20 years of experience in fundraising, volunteer management, and marketing, Joshua Meyer brings a wealth of expertise to his current position as the VP of Market Engagement at Bloomerang. As a valued member of the Bloomerang marketing team, Josh spearheads all thought leadership, partner, and field event initiatives for the organization.Rachel Muir, CFRE
rachelmuir.com - Keynotes, custom training & retreats
When she was 26, Rachel Muir launched Girlstart, a non-profit empowering girls in math, science, engineering and technology in the living room of her apartment with $500 and a credit card. Several years later she had raised over 10 million and was featured on Oprah, CNN, and the Today show. Today Rachel delivers workshops and offers a monthly membership, League of Extraordinary Fundraisers, transforming people into confident, successful fundraisers.
Mon, Apr 8, 2024
8:00am - 9:15am
Room 716 A/B
Challenges of Being A Black Male In Fundraising
Join an engaging conversation about being a Black Man in fundraising. This will be a safe space to talk about real situations and outcomes. Are you open-minded and want to learn how to be more aware of situations? Be ready to listen, learn, and share!
Education Track(s): Relationship Building
Audience: Applied
Speakers
Trust for the National Mall - Senior Director of Philanthropy
Stephen E. Peeler, Senior Director of Philanthropy at the Trust for the National Mall, is a seasoned professional with an impressive track record in fundraising and organizational management. Stephen is responsible for developing and executing effective strategies that help the organization achieve its annual operating and campaign revenue goals. He is a confident leader who brings his expertise in fundraising and operational best practices to the Trust, to achieve excellence.Marcus Brewer, MBA
Change Happens - Director of Development
Has been Blessed to work in the fund and people-raising space for over 10 years. Much of his experience has been in small shops where he’s worn many hats, often at the same time. His experience includes grant writing, foundation relations, corporate relations, strategic partnerships, government relations, marketing, admissions, and a few more. He currently serves as Director of Development for Change Happens in Houston, TX, whose mission is to “Help people empower themselves.”
ALSAC/St. Jude Children's Research Hospital - Senior Philanthropic Advisor, Southeast
Currently serves as Senior Advisor, Principal Gifts and Inclusive Philanthropy, Southeast Region for ALSAC/St. Jude Children’s Research Hospital. Christopher enjoys connecting individuals with causes they are enthusiastic about. He is a seasoned fundraising advisor with over 20 years of experience serving non-profits, including ALSAC/St. Jude Children’s Research Hospital and the Boy Scouts of America (Nashville, TN).
Mon, Apr 8, 2024
10:15am - 11:30am
Room 717 A/B
Get to know your donors to increase engagement. Legal Aid and their LGBTQ+ audience
You need to know who your audiences are so that you can engage them. Learn how Legal Aid Society targets new donors to continue an important initiative defending the rights of LGBTQ+ people. We will show you how to target new donors and present content in a brisk fundraising pitch.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Langton Creative Group, Ltd. - President
I’m a designer (president of Langton Creative Group in NY), educator (adjunct at Hostos College/CUNY), writer, and cartoonist (IG: Davidlangton1961) who believes in using the power of design as a transformative tool in promoting change in our world. My book is Visual Marketing (Wiley). I’ve worked with nonprofits, including, Alzheimer’s Drug Discovery Foundation, Children's Aid, The International Rescue Committee, and The Legal Aid Society. I’m a graduate of the Rhode Island School of Design.Deborah Brozina, MBA
Making Change Productions - President
Content that connects to the right audiences is expensive to produce and distribute – especially for nonprofits. Having a solid, documented content strategy makes sure that you are targeting who needs what message when from the organization and in what context. Deborah Brozina specializes in content strategy, creation, and distribution. She blends her deep background in content creation and technology development to support clients including Carnegie Foundation, The Economist Group, and Phelps Memorial Hospital.Mon, Apr 8, 2024
10:15am - 11:30am
Room 801 B
Stewardship: Why We Need to Say Thank You" So Many Times
Saying thank you to donors should be easy yet many fundraisers are left wondering why they didn't get the next gift, a bigger gift, or any response from their loyal donors. What are we doing wrong? This session will discuss different ideas to meet the donors needs.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Pamela Perkins Dwyer, MA, CFRM
Los Angeles Master Chorale - Major Gifts Officer
Pamela Perkins Dwyer, Major Gifts Officer at the Los Angeles Master Chorale in downtown Los Angeles. Pamela has fundraised for over 20 years and believes that good stewardship has led to her success. She currently serves on the AFP Foundation Board and recently served on the Global Board. She currently serves on community boards. Pamela has a bachelor’s from Howard University, master’s from Boston University and her Certificate in Fundraising Management from Indiana University.Mon, Apr 8, 2024
10:15am - 11:30am
Room 801 A
The Future of Fundraising is Female: Fundraisers & Donors Explore
Philanthropy has long been dominated by men filling the role of bard chair, advancement leaders, and donors but recent years have seen a shift towards greater representation of women, gender non-binary, and gender non-conforming individuals.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Anna Schlia, M.Ed
University of Rochester - Ph.D Candidate
Frontline fundraiser, researcher of donor inclinations, and status quo breaker, Anna Schlia is an expert in philanthropy research, principal and major gifts, program building, and executive leadership coaching. Relentlessly inquisitive about nonprofit institutions and the donors who support them, Anna is an emerging philanthropy scholar. She is pursuing a Ph.D. at the University of Rochester studying philanthropy for higher education.Kassie Cosgrove, CFRE, MA
Loyola University New Orleans Law - Loyola University New Orleans Law
Kassie Kissinger Cosgrove has over 11 years of experience in major gift fundraising and philanthropy working in various roles including the Chief Development Officer at the Jewish Federation of Greater New Orleans and Director of Development for Tulane University and Ball State University. Kassie received her Certified Fundraising Executive (CFRE) accreditation in 2016 and Certified Fundraising Management certificate from Indiana University’s Lily School of Philanthropy.Mon, Apr 8, 2024
10:15am - 11:30am
Room 803 A/B
Just Do It!: Kickstarting Your Inclusive Fundraising & Communications Practice
1 in 4 Americans are disabled. 20% of Generation Z are LGBTQ+. The BIPOC-identifying population grows yearly. Inclusion cannot be an aspiration; it has to happen now. Informed by lived experience, Queer fundraiser Ali Kane and Hard-of-Hearing social media expert Katie Norton offer proven practices, prioritizing accessibility, representation, and intersectionality.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Ali Kane, MA
Perkins School for the Blind - Institutional Giving Officer
Ali Kane (she/they) is a Queer nonprofit leader and lifelong learner committed to intersectional inclusion and equity. They further this work through LGBTQ+ inclusion workshops for organizations across industries, advocating for health equity as Grants Management Specialist at Family Health Center of Worcester, and serving as Treasurer of Love Your Labels. Past accomplishments: Boston Future Leaders Class of 2023, appointment to American Public Garden Association IDEA Committee.
Perkins School for the Blind - Social Media Strategist
Katie Norton is an extremely passionate advocate for folks with disabilities, especially the Deaf and Hard of Hearing. As a person with hearing loss, Katie wears hearing aids and uses social media to spread awareness about the disability community and access needs, as well as empowering others with hearing loss. Currently, Katie is the Social Media Strategist at Perkins School for the Blind, focusing on digital storytelling and disability inclusion online.Mon, Apr 8, 2024
12:15pm - 12:45pm
Learning Lab 2
Creating a Community-Driven Fundraising Strategy - (Learning Lab) Presented by Classy
Giving happens where community thrives. The best fundraising comes as a result of deep, informed relationships when beneficiaries, fundraisers, and donors are part of a connected system surrounded by a cause. But in recent years, as the sector has moved to scale fundraising, that declaration of support has become transactional. The way people interact with and participate in community is changing and even peer-to-peer fundraising has become isolated rather than a cultivator of deep sustaining relationships. Join this discussion around how organizations can radically change their perception of community building and build the future of mobilized communities in service of empowered and invigorated fundraising.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Michelle Boggs, CFRE, MBA
Classy - Executive Nonprofit Industry Advisor
Michelle Boggs has more than 15 years’ experience in fund development, community partnerships, team and constituent building and strategy for nonprofit organizations. Michelle currently serves as the Executive Nonprofit Industry Advisor at Classy, an affiliate of GoFundMe and Public Benefit Corporation and giving platform that enables nonprofits to connect supporters with the causes they care about. In this role, Boggs provides deep and practical nonprofit industry expertise and perspective for Classy's go-to-market and sales activities.Mon, Apr 8, 2024
1:30pm - 2:45pm
Room 701B
Building Healthy Relationships Inside Your Organization to Best Serve Donors
When it comes to relationship management, fundraisers often focus on prospects and donors. Equally as important is building relationships with colleagues inside your organization to best serve your donors. In this session, we’ll explore how best to manage relationships with supervisors, program staff, and board members to maximize mission impact.
Education Track(s): Relationship Building
Audience: Applied
Speakers
University of Toronto - Director, Foundation Relations
Maliha Hasan is currently Director Foundation Relations at University of Toronto. She has +12 years of experience across corporate, multilateral and not-for-profit organizations in roles spanning fundraising, resource mobilization, external relations and project management. Maliha has an MBA and in 2021, she was a part of AFP IDEA/Blackbaud Emerging Leaders Program.Lisa Chmiola, CFRE, AFP Master Trainer, CSPG, MS
Mon, Apr 8, 2024
1:30pm - 2:45pm
Room 713 A/B
How to Implement Strategies for Increasing Engagement and Philanthropy among Donors of Color
This presentation will allow participants to assess their organization’s diverse constituency landscape and establish a diversity, equity, and inclusion (DEI) action plan to embed into their current fundraising initiatives. The session will introduce DEI strategies that align with their fundraising plans and priorities. Participants will work in small groups to assess their organization’s DEI goals, shortfalls, and opportunities; and will leave with the building blocks to create an action plan to improve the donor engagement and giving within their organization.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Alyssia Coates, PhD
Brown University - Senior Director of Development, Inclusive Philanthropic Engagement
Dr. Alyssia Coates is the Senior Director of Development, Inclusive Philanthropic Engagement for Brown University Advancement Division and Advancement Academic Liaison to faculty and administrative leadership. She formerly served for 24 years at the University of Notre Dame in many leadership roles, including regional director of development, senior leader for the enrollment management team, and professor for the college of the first year of studies.
Guilford College - Vice President for Advancement and Alumni Relations
LaDaniel “Danny” Gatling II, a higher education development professional with experience in philanthropic management and institutional advancement. Gatling serves as the Vice President for Advancement and Alumni Relations at Guilford College in Greensboro, NC. Prior to Guilford, he served as the Vice President for Institutional Advancement at Bennett College. Before joining Bennett, Gatling worked at the University of North Carolina at Chapel Hill, Elon University School of Law, and North Carolina A&T State University.Mon, Apr 8, 2024
1:30pm - 2:45pm
Room 801 A
Less Attrition, More Funds Recipes to Improve Stewardship and Philanthropic Culture From Donors and Boards
Dynamic, Intercultural, and Practical Session, Presented by speakers from Brazil and Mexico. Less Attrition, More Funds Recipes to Improve Stewardship and Philanthropic Culture From Donors and Boards will be the essential message. The importance of the key concepts of leadership, philanthropic culture, and stewardship will also be reviewed to overcome burnout and be successful in the fundraising plan.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Flavia Lang, MBA
Tools4Change Brasil - Managing Partner
Flavia is a curious and creative fundraising entrepreneur who helps NGOs to connect and develop meaningful relationship with individual donors. With entrepreneurial vision, creative leadership to inspire and engage teams to overcome challenges and goals, empowerment management style, the desire to turn the impossible possible, and a successful record in opening, restructuring, expansion and exponential growth of NPO. She is also a cofounder of Women in Fundraising Brazil.Ana Flavia Godoi, MBA
Women in Fundraising - Founder and CEO
She is the founder of Women in Fundraising, providing hands-on, comprehensive fundraising leadership for female fundraisers around the world. For 12 years she was on Brazilian Fundraising Association’s board. Ana has over 25 years of experience in fundraising for non-profits and foundations, focusing on strategic and development planning, major and corporate gifts. During pandemic, she raised 36 millions dollars and helped more than 500 NGOs to develop better negotiation techniques.Carlos Madrid, MBA
Fundación Liceo Sofia Labastida IAP - MBA
Carlos Madrid has more than 30 years of experience in Institutional Development and Fundraising, holds a Bachelor in Communication, and Masters. He is an accredited consultant, and was Development Director of the Hospital Infantil de Mexico (1994-2013). Director of the Banorte and Gruma Foundations (2006-2013); past Chairman of the Junta de Asistencia Privada del Distrito Federal (2014-2020). Actually, independent consultant mainly in Board Development and Corporate Volunteeering and treasurer of AFP Mexican Foundation.Mon, Apr 8, 2024
1:30pm - 2:45pm
Room 716 A/B
From Talk to Walk: Building a Diverse Donor Base through Authentic Partnerships (Presented by the Alford Group)
Forget "donor engagement" myths. The time has come to build authentic partnerships with donors of color, whose passion and dedication can transform your organization. This session isn't just about buzzwords - it's about actionable strategies from experts and donors themselves. Learn how to: Go beyond tokenism: Discover effective ways to identify and connect with diverse donors on their terms and values. Break down the barriers: Create an inclusive environment that fosters genuine engagement and is rooted in trust and mutual respect. Spark lasting commitment: Hear firsthand from donors on what ignites their passion and fuels their giving. Come join us in creating a movement, not just a moment by discovering how to create a sustainable relationship model that embraces the power of diverse voices in driving meaningful change for your organization’s mission and making the world a better place for ALL people.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Roger Ali, MBA, CFRE, CFRE, MBA, C. Dir (Chartered Director)
Bipartisan Policy Center - Chief Development Officer
Williams is a Certified Fundraising Executive, and in her more than 20-year career she has inspired individuals and institutions to invest more than $100 million dollars in charitable causes. Williams leads the Association of Fundraising Professionals global Inclusion, Diversity, Equity, and Access Committee; chairs the governing boards of Monument Academy Public Charter School, the Nonprofit Alliance Foundation, and Rising Media Stars; and teaches Fundraising and Leadership at The Pennsylvania State University.Ambar Syed, CFRE, B.A.
Peel Children's Aid Foundation - Director of Philanthropy
Ambar Syed is a nonprofit specialist with a decade of experience in fund development, grants, and corporate/foundation partnerships. She is currently Director of Philanthropy at Peel Children's Aid Foundation, and has a background ranging from grassroots organizations to international development. A second-generation Pakistani Canadian, she has in-depth experience working for the Muslim philanthropic community across various cultures and regions, and chairs the Muslim Philanthropy Network, dedicated to bringing together the diverse community of Muslim fundraisers.
N/A - Equity Seeker
“I am a detail-oriented and driven professional consultant and speaker, poised with an entrepreneurial flare for seeing potential, identifying opportunities and reaping results.” Anti-Oppression and Equity are part of my core values, improving both in the non-profit sector is my priority. With over 20 years of social service and community development experience, I dove right into my new chosen profession, and I added another level to my education by completing the Humber Fundraising Management program.
American Latino Veterans Asso. & VARcom Solutions - Founder & CEO
Danny Vargas is a nationally recognized business, community, and board leader. He chaired the effort to authorize the American Latino Museum and chairs the American Latino Veterans Association, the Virginia Civil Rights Advisory Committee, and a Northern Virginia economic development initiative. He is an Air Force veteran, President of VARCom Solutions, and former executive at AOL and France Telecom. He was named among the Most Influential Latinos in America and Most Influential people in DC.Mon, Apr 8, 2024
3:15pm - 3:45pm
Learning Lab 1
Outcomes Based Grants Reporting Made Simple: Utilizing Salesforce’s Nonprofit Cloud to Manage Impact Reporting (Learning Lab) Presented by RSM US
Does your grants team struggle to get accurate and accessible grants reporting in a timely fashion? Do your stewardship and marketing teams struggle with impact reporting for donors? This session will demonstrate how you can set up outcomes management in Salesforce’s new Nonprofit Cloud to then feed easily accessible reports and dashboards for grants and stewardship staff. We'll use the real life example of Catholic Social Service in Edmonton, Alberta, Canada to demonstrate how an outcomes based organization is creating more accurate and timely reporting.
Education Track(s): Relationship Building
Speakers
RSM Canada - Associate, Nonprofit Relationship Management
Durdana Tazrian is an associate on the Nonprofit Relationship Management Team at RSM. She has been a part of the Salesforce ecosystem as a consultant for 4 years, working with clients to provide Salesforce implementation and consultation services across a variety of products. Her expertise includes, but is not limited to, Nonprofit Cloud, Nonprofit Success Pack, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Pardot.
RSM US - Manager, Nonprofit Relationship Management
Jamie Van Nostrand spent 20 years in nonprofits before moving into the consulting space. During her time in nonprofits, Jamie has served as a fundraiser, membership director, stewardship manager, development operations manager, and served on the core strategy team for a large-scale digital transformation and conversion to Salesforce’s NPSP. At RSM, Jamie leads the Salesforce Not for Profit Consulting Team, primarily focusing in sales, practice development, relationship building, and strategy.Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 701B
Corporate Partnership: Handling the Hard Questions
Exclusivity, removing company logos and saying no to employee volunteerism are just a few challenging conversations that charities have with their corporate partners regularly. Learn the mindset and approach you need to tackle these conversations and using real-world examples, we will define a clear approach to respond.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Heather Nelson, CFRE, MBA
BridgeRaise - President and Founder
Heather Nelson is founder and president at corporate fundraising consultancy, BridgeRaise. Heather started her career in program management and fundraising at small nonprofits and for 15+ years has focused on corporate partnership. She has supported 100s of charities raise money from companies by prioritizing aligned values. Heather holds her MBA from Schulich School of Business and is a certified fundraising executive. She is an experienced teacher having taught Introduction to Fundraising at Toronto Metropolitan University.Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 717 A/B
Raising Money Where You Don’t Live: Funding in Secondary Markets
Sometimes our organizations are so good at what they do, they decide to grow. And our network has too, also. In our time together, we'll be breaking down that stigma that we’re an “outsider” in the community, orienting funders in a new area, and how to steward relationships over time.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Steven Mandeville, MBA
The Family Initiative - Director, Fund Development
Steven Mandeville is the Director of Fund Development for The Family Initiative. Mandeville oversees a team raising money for the multi-state agency in Nebraska, Kansas, Oklahoma, and Texas. Currently, Mandeville is focused on training the expanding fund development team and building development relationships in north Texas where TFI is expanding. The team has raised over $1.5m since he joined the agency. Mandeville earned his bachelors and masters in business degrees from Oklahoma State University.Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 718 B
Moving Toward Equitable Futures: A CCF Panel
In this panel discussion, Rachel D’Souza will facilitate a spirited and informative discussion with members of the CCF Global Council to explore learnings from and experiences in the movement, and how including CCF’s core principles in your organization’s fundraising strategy can lead to larger contributions and more committed donors/funders.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Rickesh Lakhani, CFRE, MBA
Radiance Advisory - Lead Consultant
Rickesh Lakhani believes that we are all responsible for each other’s success. He is the Founder of Radiance Advisory, supporting social impact organizations and leaders to align their actions with their values and build stronger cultures based on truth and trust. He has over 15 years of experience in the social impact sector, including serving as the Executive Director at a community-based organization and as the Development Director leading an $8M annual fundraising campaign.Abigail Oduol, CFRE, MA
Earthjustice - Senior Development Officer, Planned Gift
Abigail Oduol is a Senior Development Officer, Planned Gifts at Earthjustice. Abigail’s work experience includes 3 years in Kenya and Ethiopia in refugee resettlement, work as an autism behavior therapist and a graduate degree in Transformational Urban Leadership. Abigail has lead initiatives such as a Black employee affinity group, a parenting support group and launching an organization wide initiative to retain Black staff.
Profound Gentlemen - Director of Development
Leah Rapley is the Director of Development of Profound Gentlemen, a nonprofit committed to retaining male educators of color, and serves on the Community Centric Fundraising Global Council. She received a Masters in International Education Development from George Washington University and Bachelors in Anthropology from Davidson College.
Gladiator Consulting - Founder+Principal
Rachel D'Souza is the founder of Gladiator Consulting, a boutique firm serving nonprofits across the country. Rachel is a founding member of the Community-Centric Fundraising (CCF) Global Council, a body that guides a global initiative to reimagine the nonprofit sector through radical collaboration, racial equity, social justice, and decolonization. Additionally, Rachel is currently the president-elect for the Association of Fundraising Professionals Greater St. Louis Regional Chapter.Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 801 B
Engaging Diverse Donors and Cultivating an Inclusive Donor Base
Are you looking to develop a more inclusive donor program? Join to learn about the strategies and insights gained from high-profile inclusive fundraising campaigns that launched the Smithsonian National Museum of African American History and Culture and the Obama 2008 presidential campaign.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Funders' Committee for Civic Participation (FCCP) - Senior Director of Member and Foundation Relations
April Harley is the Senior Director of Member and Foundation Relations at Funders' Committee for Civic Participation (FCCP). Prior to this role, she's served as an executive leader in non-profits. From 2007-2012, April raised upwards of $15 million for President Barack Obama’s presidential campaigns, Inaugurations, the Party and nominating conventions. After serving as the Senior Advisor to the Mayor for the Charlotte in 2012 Convention, she created The Harley Firm, providing consulting services.
Anna Barber, JD
Barber & Associates - Founder and Principal Strategist
Anna Barber, Founder and Principal Strategist of Barber & Associates, is a 20-year fundraising veteran. Prior to starting the firm, Barber was the first Central Major Gifts Officer at the Smithsonian Institution, and a member of the National Museum of African American History and Culture’s (NMAAHC) fundraising team. At NMAAHC, Barber secured $42M in leadership ($1M+) and major ($100K) gift support, closing 22 individual one million-dollar gifts, 90% contributed by first-time Smithsonian donors.Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 715 A/B
Post Give Day Tips to Amplify Donor Loyalty (Presented by Fundraising Academy)
Give Day Campaigns provide an opportunity to demonstrate donor loyalty and identify new supporters. Does your organization have measures in place to nurture new relationships or will your new prospects be lost in your database until next year? Your organization’s response to these questions are vital for long-term sustainability. This session will explore qualitative and quantitative measures to sustain and upgrade annual donors to major gift donors.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Hannah Berger, CFRE, MPA
The Philanthropy Coach, LLC - President, The Philanthropy Coach
As a self-proclaimed “accidental expert” at revitalizing fundraising programs to realize exponential growth, Hannah is skilled at building authentic, lasting relationships with philanthropists, community leaders and corporate representatives. She thoroughly enjoys coaching other professional fundraisers to do the same. Hannah has proudly supported dozens of nonprofit organizations in raising more than $150M. Hannah's boutique consulting firm, The Philanthropy Coach, specializes in major expansion campaigns, board recruitment and development, and the creation of strategic development plans.LaShonda Williams, CFRE, MPA
Tue, Apr 9, 2024
8:00am - 9:15am
Room 718 B
Thinking Big Around Legacy Giving for Growth & Long-term Connection
Legacy marketing is about a values connection and understanding donor needs/motivations. This session will provide new insights into how to make these valuable connections, what is working to inspire people to take action and how you can harness the power of legacy to grow your programs and deepen relationships.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Blakely - Director, Strategic Solutions
Rachel is a fundraising professional with over a decade of experience working for UK charities in Individual Giving & Supporter Experience. Through her role at Blakely Inc she now works with US and Canadian charities and is passionate about helping charities deliver a great donor experience. She speaks internationally, served as a commissioner for the UK’s Commission on Donor Experience and is a member of the institute of fundraising.
Blakely - Executive Vice President, Strategic Solutions and Consultancy
When it comes to building high-value donor relationships, Kimberley’s original thinking is unparalleled. With over 38 years of experience, Kimberley is a fundraiser and marketer, and sought after speaker on the topics of high value giving, planned giving, legacy and trends in the sector. Kimberley’s passion for high value donor development has led to the creation of new products and solutions for the sector, and the launch of Blakely’s thought leadership platform – The Exchange Hub.
Stephen Lewis Foundation - Director of Development
Niambi is a social change champion, community mobilizer, advocate and fund development specialist who has dedicated her career to increasing capacity for marginalized, racialized and at-risk communities. For more than 20 years, Niambi has held leadership roles in the health charity, arts and social services sectors, employing an integrated, mission-centered, collaborative approach to drive revenue, create space and empower beneficiaries. Niambi is currently the Director of Development at the Stephen Lewis Foundation.Tue, Apr 9, 2024
10:15am - 11:30am
Room 801 A
Using the Power of Connections and Influence in Global Corporate Fundraising
Social initiatives are increasing within corporations due to the ESG agenda. Learn how to define the best strategies of relationship building and maintenance to connect your cause with businesses and make your nonprofit part of the impact companies want to generate. Corporate fundraising is waiting for you!
Education Track(s): Relationship Building
Audience: Applied
Speakers
Salomão Lima, MBA
IOS - The Institute for Social Opportunity - Head of Development and Institutional Relations
DEI Consultant and Head of Development at The Institute for Social Opportunity, a Brazilian nonprofit focused on education for underserved youths. Experienced in fundraising for internationally recognized nonprofits, including World Vision, Brasscom (Brazilian Association of Information Technology Companies), and United Nations Global Compact. UN Young Professional Pioneer Award finalist. MBA in International Relations and executive certifications in LGBTQI+ Leadership from Stanford University (USA) and Queen’s University (Canada), and Political Leadership at George Washington University (Brazil).Tue, Apr 9, 2024
10:15am - 11:30am
Room 801 B
Empowering Change: Engaging Black Communities and Donors in Fundraising
In today's dynamic philanthropic landscape, the importance of engaging and empowering Black, Indigenous and people of color ( BIPOC) communities and donors cannot be overstated. Many nonprofit organizations have faced challenges in actively engaging Black donors in the United States for various reasons — historical context, lack of diverse representation, limited awareness and outreach, and cultural sensitivity, to name a few. Habitat has recognized these challenges and is actively working to address them. In this session, you will gain insight into housing disparities affecting Black communities, discover innovative philanthropic strategies, and leverage cultural competency to amplify Black voices. Join us as we delve into the important and timely topic of engaging Black donors in fundraising at HFHI, which can empower Black donors as agents of change and create a more equitable future for all.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Danielle Lloyd, MPP, MDIV
Habitat for Humanity International - Director, Resource Development Expertise Hub
Danielle is an Atlanta-based community engagement professional who is passionate about effective communication and helping others reach their full potential. She started working with children, seniors, and families as an AmeriCorps member before joining Habitat. Her trajectory into the nonprofit sector has leveraged her skills to utilize emotional intelligence for strategic impact: planning for success and serving with compassion are so important.Jodie Ruediger, CFRE
Habitat for Humanity International - Habitat for Humanity International
Jodie has worked in the space of fundraising, events, and communications for more than twenty years, honing her craft in the corporate, nonprofit, and military sectors. Her specialties are Peer-to-Peer, corporate sponsorship, and development coaching and training. She is a CFRE and serves on 2 IDEA committees at AFP Global. She currently works for Habitat for Humanity International in Resource Development, creating, curating, and connecting best fundraising practices for the organizations 1,000 U.S. affiliate offices.Tue, Apr 9, 2024
10:15am - 11:30am
Room 803 A/B
You Can Be More Than Remotely Successful Fundraising Remotely
While meeting prospects face-to-face is the preferred method, raising money while video-conferencing is becoming increasingly common. In this session, we will provide strategies for fundraisers stewarding donors and cultivating gifts without a single in-person meeting. You will learn best practices for successfully working remotely while developing deep connections with colleagues.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Yael Rosen, CFRE
Jody Braunig, CFRE, LMSW
Lost Tribe - Director of Development
Jody has dedicated her professional journey to creating positive change in the world. With over two decades of experience as a non-profit professional and outstanding volunteer, she has earned recognition in both the New Orleans and Jewish communities. Currently serving as the Development Director for Lost Tribe, Jody adds a touch of joy to life as a baseball mom, Float Lieutenant and 2024 Royalty for the Krewe of King Arthur.Tue, Apr 9, 2024
10:15am - 11:30am
Room 603
Interactive Listening Workshop: AI for Fundraisers (Presented by Microsoft)
Interested in AI for your nonprofit, but not sure where to start? Join our interactive workshop where you’ll discuss best practices for AI with your fellow fundraising practitioners and connect with technology providers who making a global impact in the AI space. In this hands-on session, you’ll also have the chance to share your thoughts on AI with teams that are building the technology, and leave with valuable connections and ideas you can implement in 2024.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Christina Macchiarola, MBA, Other
Microsoft - Global Engagement & Content Lead
Christina Macchiarola is the Global Engagement & Content Lead for the Tech for Social Impact team at Microsoft. Previously, Christina served as Sr. Director of Marketing & Consulting at the College Board, the Director of Marketing and Communications at the World Science Festival and began her nonprofit career at the New Victory Theater in New York City. Christina holds an MBA from Duke University's Fuqua School of Business, an MFA from Columbia University's School.Alex Kasavin, MBA
