speakers

*Sessions and speakers subject to change. Additional speakers may be added at a later date. Speaker information is provided by the speaker.

Members of the ACFRE Board -

Sessions

Getting Involved in the ACFRE Process

Are you interested in applying for the Advanced Certified Fundraising Executive certification? This session will explain the ACFRE process and provide an opportunity for you to ask questions of ACFRE Certification Board members. Join us after the session for an informal open house from 2:45-4:00 to meet current ACFREs.

Keri Kae Almstead

Keri Kae Almstead, CFRE joined the Fund for Global Human Rights in 2016 from World Food Program USA where she led individual giving programs. With a passion for connecting resources with change agents, Keri Kae has worked with donors on a variety of international issues, including economic participation for women and safe spaces. She has held fundraising positions at CARE and the United Nations Foundation. She obtained her CFRE in 2014.

Sessions

Rebels, Renegades, and Pioneers: You Didn’t Say That!? - Challenging Fundraising Discussions

Everyday in nonprofits all over the world, fundraisers face challenging conversations - with colleagues, board members, donors, and leaders. We will talk about why fundraising is sometimes seen by us and others as the “F” word. Let’s discuss how to stand loud and proud about our work and profession. Join us in an open conversation about how to be your best self, provide a pathway for the next conversation and not walk away.

Photo of Anthony Alonso

Anthony Alonso

Anthony Alonso, president of Catapult Fundraising, has over 30 years of experience in direct marketing. His experience ranges from the education, healthcare, and social services fields to the arts. Anthony has had the honor of working with prestigious institutions all over the United States. It is his expertise that has led his clients to successfully raise over $250 million within the last five years from the lower end of the donor pyramid.

Sessions

Planned Giving by Phone? How Telephone Outreach Can Significantly Impact Your Planned Giving Program

This session will explore current statistics and trends in planned giving and look at new ways to enhance your organization’s planned-giving efforts. Discover techniques for identifying planned-giving prospects, soliciting potential donors, and closing the gift over the phone. Learn how to make the ask using the mass communication instruments of mail, email, and telephone solicitation. This session will also provide a strategy for the selection of donors for a planned-giving direct-marketing campaign.

Photo of James Anderson

James Anderson

James Anderson is a partner at GoalBusters. He has more than 30 years of sales and sales training experience and migrated into the nonprofit arena in 2005. James specializes in marketing and branding strategy, social media marketing, multimedia production, direct sales and sponsorship training programs, and board and organizational training. A past recipient of the AFP Northern Arizona Chapter's Fundraising Professional of the Year Award, he has been a CFRE since 2013.

Sessions

Ethics in the Age of Social Media

In the age of social media, personal and professional boundaries are getting more porous, and it is becoming increasingly difficult to identify a clear line in donor relationships. Using real-life examples, we will help participants understand ethical challenges they may face in social media, which policies should be in place before anything happens, and how to use a decision-making framework to deal with an ever-changing environment online.

Ready, Set, Succeed: Effective Onboarding for Fundraising Professionals

Congratulations! You have a new job, or a new staff person on your development team! Now what? This session will provide guidance for what to do in the first 30 days to set up yourself, or your new team member, for success. We will discuss a quick development audit, assessing your role on the team, setting realistic goals and key markers all within your first month on the job.

Photo of Vinney Arora

Vinney Arora

Vinney Arora is the principal consultant at The Arora Collective, where he and his team help organizations realize their growth opportunities by increasing efficiency, visibility, and supporter engagement. In 2014, Vinney co-founded PartyChild.org, an organization that hosts birthday parties for children from low-income families. In 2015, Vinney was awarded the “Young Innovator" award from Thrive – The Alliance of Nonprofits for San Mateo County for his work as a donor relations director of a local nonprofit.

Sessions

Introverts Unite: Unleashing the Hidden Fundraising Talents of the Most Undervalued People in the Room

The stereotypical fundraiser is an effervescent, charming, and outgoing individual. But introverts can and do succeed just as well as extroverts. Based on our learnings, we will share with you tips, gems, and resources to help you lean in to your strengths and thrive in a space where you may be undervalued. Join us in 2019 for a more interactive session with new information to help you on the path to success as a fundraiser.

Photo of Corinne Austin

Corinne Austin

Corinne Austin is the Membership Manager at Trailnet, advocating for safer streets for walkers and bikers in St. Louis. Corinne also serves as the Communications Chair for the National Women’s Political Caucus of Metro St. Louis, where she established the local organization’s first Young Professionals group.

Sessions

Young Professionals and Junior Boards: Beyond the Kid’s Table to Meaningful Engagement

Is your organization searching for new ways to leverage the passion, energy, and perspective of Millennials and up-and-coming young professionals? A junior board, young professionals, or young friends circle could harness that energy to further your mission. As young professionals with experience both as members and staff managers of these groups, we will lead you through the questions to ask before you begin and tips for successful, meaningful engagement with your younger supporters.

Photo of Claire Axelrad

Claire Axelrad

Claire Axelrad, J.D., CFRE, is a fundraising visionary with 35 years of experience helping organizations raise millions in support. Her award-winning Clairification blog showcases her practical approach, which earned her AFP’s Outstanding Fundraising Professional Award. Today, Claire coaches, teaches, and regularly contributes to Bloomerang, NonProfit PRO, GuideStar, Network for Good, Fundraising Digest, and Maximize Social Business. Her passion is coaching nonprofits to address 21st century challenges and overcome barriers to sustainable funding.

Sessions

Marketing and Fundraising: Together at Last!

Has your organization embraced how vastly different fundraising and marketing are in 2019 than 2009 or 1999? To get actions you desire, these core functions cannot be siloed. Together, your team must consider desired outcomes, think through the best ways to get there, and commit to invest what’s needed to do an effective job. This session looks at hard questions to be asked and answered to be sustainable in a post-digital economy.

Photo of Marisol Barrios

Marisol Barrios

With 23 years of successful experience in communications, public relations, and the nonprofit sector, Marisol Barrios generates strategic integrated communications efforts to mitigate risks to nonprofits and manage reputations and trending issues. Accredited in public relations, Marisol creates impact with GRACE, a five-step, award-winning strategic PR process to transform organizations' missions. A Forbes.com featured expert, she has earned Hillsides, a child welfare provider, seven public relations awards, including one for crisis communications.

Sessions

How to Prepare a Crisis Communications Plan to Prevent Major-Donor and Foundation Fallout

Do you have agency issues that keep you up at night? Is there a potential crisis ready to erupt? Are you prepared to address your stakeholders to mitigate risks? Learn what one child welfare provider did to prepare for a newspaper's exposé and how the chief advancement officer was prepared to address major donors and foundations to prevent a drop in donations. You'll walk away with information, strategies, and talking points to be prepared.

Photo of Michelle Bartonico

Michelle Bartonico

As the director of University Marketing and Communications, Michelle works with a team of professionals to expand the brand awareness for Trinity, engage alumni, drive enrollment, and build the Trinity brand. She also oversees the implementation of the university's marketing initiatives in alignment with the Trinity Tomorrow Strategic Plan. Michelle is a project management professional (PMP) and is originally from Scottsdale, Arizona. She is a Trinity alumna, college athlete, and proud supporter of the local art and music scene.

Sessions

Growing Your Giving Day

We’ve left our goals in the dust for 3 consecutive years! Join development and marketing staff from Trinity University to learn how we’ve grown our 24-Hour Challenge, and how we’ve worked together to build on our successes! We’ll provide tips on how we created challenges that engaged alumni and students.

Photo of Ruby Bayley-Pratt

Ruby Bayley-Pratt

Ruby Bayley-Pratt is a projects specialist working for Amnesty International, where she manages and supports strategic projects. Her focus is on fundraising proposition development and innovation. Previously, she worked at the Multiple Sclerosis Society to deliver strategic transformation, including the program management of a 107 million (pounds) capital fundraising appeal. She has worked with the British Council, MSF Mexico, the HSBC Water Programme, and the Foreign & Commonwealth Office.

Sessions

The Case for Support Playbook: Using Unexpected Stories and Sticky Ideas to Engage Supporters

Throw away the overused cookie cutters so often used to develop cases for support. This engaging and challenging session will show you a new, radical approach to developing a powerful case for support using the playbook format, one that can be adapted to the psychological profile of each individual supporter or donor. During this session, you'll have the chance to hear about how this format has worked for others—and apply it yourself.

Photo of Chris Baylis

Chris Baylis

Chris Baylis is the president and CEO of The Sponsorship Collective and a self-confessed "sponsorship geek." After several years as a sponsor—that’s right, the one investing the money!—Chris decided to cross over to the sponsorship sales side, where he has personally closed tens of millions of dollars in sponsorship deals. Chris has been on the front lines of multimillion-dollar sponsorship agreements and has built and coached teams to do the same.

Sessions

The Seven Deadly Sins of Cause Sponsorship

In this session, we 'll uncover seven of the most common mistakes made in sponsorship and corporate fundraising that are costing you money. Learn the art of prospecting, valuation, sponsorship proposals, activation, and fulfillment and how to avoid the pitfalls that cause your prospects to throw your proposals in the trash.

Photo of Leticia Becerril-Palacios

Leticia Becerril-Palacios

Leticia Becerril-Palacios has a B.A. in international relations from the Instituto Tecnológico Autónomo de México, a master’s degree in social responsibility, and a Diploma in Sustainable Development. She is currently the CEO of the children’s home Ayuda y Solidaridad con las Niñas de la Calle and previously served as CEO of Worldfund Mexico, training teachers. Since 2005, Leticia has been an active member of CASE as well as the AFP Mexico City Chapter and its board.

Sessions

The Perfect Match: Corporate Volunteers will Make Donors “Walk into Your House”

Learn how and when engaged corporate volunteering programs translate into real donations and attract new donors. They are a key element to donor retention and upgrading donors, and a “contagious virus” that will get other companies to support your cause. Your fundraising staff will be very happy with them. In this session, two international presenters will share the advantages of having corporate volunteers “walk into your house,” as well as recipes to make your cause become a powerful magnet for donors and companies.

Ashley Belanger

Ashley Belanger is the Executive Revolutionary of the Rhode Island Urban Debate League, a social justice organization using academic debate to equip young people the tools and voice to change their world. She is a member of RI’s AFP chapter and is a proud advisory panel member for Rogare: the Fundraising Think Tank at the University of Plymouth’s Hartsook Centre for Sustainable Philanthropy. She believes critical thinking is the fundraiser’s way forward.

Sessions

A Critical Look at Fundraising in the United States

Rogare, the Critical Fundraising think tank, has released the third of its international Critical Fundraising reports focused on trends in the profession within the United States. Join this panel discussion to discuss the findings on current trends in fundraising and their impact on our work. These international reports focus on the biggest opportunities in the sector and offer critical analysis into what fundraisers can do to improve their impact and focus.

Photo of Fayruz Benyousef

Fayruz Benyousef

Fayruz Benyousef is a seasoned certified fundraising professional who has helped numerous organizations and their leadership achieve success. She is a philanthropy adviser and expert who has worked with nonprofit executives for 23 years. Fayruz has an extensive background, having served as the CEO of an international NGO and as a partner in a national consulting firm, where she was the youngest. A two-term president of the AFP Greater Austin Chapter, Fayruz knows the fundraising world.

Sessions

Your Money is Tight Because Your Staff Isn't Right

There is nothing more challenging than not having the right staff in place. One person on a team can tip the scales toward negativity and leave a leader spending valuable time managing staff liabilities instead of focusing on raising money and furthering the mission of the organization. In this session, you'll learn practical steps and strategies to address staffing barriers, leaving you with time to raise epic dollars.

Photo of Sally Blue

Sally Blue

Sally Blue specializes in transitions. Working across the nonprofit sector, Sally facilitates strategic planning and visioning, fundraising, and succession planning and training for boards, staff, and volunteers. She also coaches individuals in transition. After serving in front-line and management positions, including as an interim executive director, Sally joined Dini Spheris. During seven-plus years with the firm, she helped organizations raise more than $139 million. Sally then founded Sally Blue Consulting to focus on sustainable organizations and mission-driven individuals.

Sessions

Sustainable Leadership for Mission Impact

Succession planning is something we know we should do but generally avoid until it’s too late. Thoughtful sustainability can save your organization money and community goodwill, nurture your donors, and might just help you sleep better at night. Come learn how to create a meaningful plan for your organization or fundraising function. We’ll discuss what planning is, what it isn’t, and how to start the conversation. What will your legacy be?

Photo of Jan Brazzell

Jan Brazzell

As principal of Advancement Consulting, Jan Brazzell helps third-sector leaders apply sound practices in governance, fundraising, strategic planning, and management. Previously, Jan led the MultiCare Health Foundation as its executive director; served as vice president of development and university relations at Pacific Lutheran University; and directed corporate and foundation relations for the Franciscan Foundation. Proud to be AFP’s 96th ACFRE, Jan teaches ethics in nonprofit leadership at the University of Washington Tacoma.

Sessions

In the Age of Wonder Woman, Why Do Men Still Rule Philanthropy?

Barriers to equitable salaries and advancement to C-level leadership positions persist for women in our field, even though they comprise 70 percent of all fundraising professionals. Join us for an open, candid exploration of hidden prejudices, sexual harassment, and other obstacles to gender equity in the workplace. Come prepared to engage in a lively, provocative discussion about what we as advanced professionals can do to create more equitable cultures and climates for women.

Photo of Jeff Brooks

Jeff Brooks

Jeff Brooks has been serving the nonprofit community for nearly 30 years, working with organizations of all sizes and around the globe. He is a Fundraisingologist and Coach at Moceanic, a global fundraising training company. A frequent speaker at conferences, he blogs at Moceanic.com and at futurefundraisingnow.com and is the author of three books, most recently "How to Turn Your Words into Money." He lives in Seattle.

Sessions

Stupid Nonprofit Ads: What Great Fundraisers Can Learn from the Best of the Worst

Based on Jeff Brooks' popular and long-running blog series, Stupid Nonprofit Ads, this session will take a look at some badly misdirected ads done for and by non-profit organizations. We'll have a good laugh -- but more important, we'll discover how to avoid the very tempting errors that make. We'll also use these ads as a springboard for new thinking about fundraising, something we urgently need in this time of change!

Photo of Rebecca “Becca” Brune

Rebecca “Becca” Brune

Rebecca “Becca” Brune is the president and COO at the San Antonio Area Foundation, which has grown to be one of the top 20 community foundations in the nation based on asset size. Prior to joining the Area Foundation, Becca was senior vice president at Methodist Healthcare Ministries, vice president at Goodwill Industries, and director of family self-sufficiency at the United Way of San Antonio and Bexar County.

Sessions

Amplifying Your Storytelling…Harnessing the Power of Media for Social Good

Emerging media trends create opportunities to combine storytelling with advocacy. Learn from panelists including from an online digital news publisher, and the president of a top 20 community foundation and the co-founder of a nonprofit media startup. How are they creating a voice for the nonprofit sector, and how can you deploy these ideas in your own community?

Photo of Clay Buck

Clay Buck

T. Clay Buck, CFRE, is currently the Chief Development Officer at Boys & Girls Clubs of Southern Nevada and has worked as botha frontline fundraiser and consultant since 1991. He has a personal passion for annual giving and the infrastructure of fundraising, but is well-versed in all aspects of development. He serves on the advisory panel for Rogare, the fundraising think tank, and is an AFP Master Trainer. He teaches fundraising at UNLV.

Sessions

A Critical Look at Fundraising in the United States

Rogare, the Critical Fundraising think tank, has released the third of its international Critical Fundraising reports focused on trends in the profession within the United States. Join this panel discussion to discuss the findings on current trends in fundraising and their impact on our work. These international reports focus on the biggest opportunities in the sector and offer critical analysis into what fundraisers can do to improve their impact and focus.

Is Prospect Research Invasive?  The Structure and Ethics of Prospect Research

In the wake of data scandals and changing privacy laws overseas, is traditional prospect research still relevant and appropriate for fundraising? Is prospect research donor centered and what are the ethics surrounding its use? Understand what data is included in prospect research and how assumptions are made about capacity, then discuss the ethics around the use of publicly available data and how best to implement them into your own practice, regardless of size.

Donors are Data: Creating a Donor-Centered Fundraising Operation (Even If You’re Data-Phobic)

You want your communications to be full of Donor Love but you just can't seem to get there. Plagued with data issues and administrative problems, how can you cut through the distractions to get to what really matters. We'll cover several techniques you can implement right away, regardless of your technological know-how, to have clean, beautiful data and fewer disruptions so you can put the focus where it belongs - your donors.

Rebels, Renegades, and Pioneers: You Didn’t Say That!? - Challenging Fundraising Discussions

Everyday in nonprofits all over the world, fundraisers face challenging conversations - with colleagues, board members, donors, and leaders. We will talk about why fundraising is sometimes seen by us and others as the “F” word. Let’s discuss how to stand loud and proud about our work and profession. Join us in an open conversation about how to be your best self, provide a pathway for the next conversation and not walk away.

Photo of Mack Campbell

Mack Campbell

Mack Campbell, CFRE, is the regional director of development for the nation's largest provider of free, school-based, after-school programs for middle school students. He previously served as senior major-gifts officer for Lambda Legal, a national organization fighting for LGBT people's rights in the courts. He has worked in large and small organizations, raised millions during his 12-year career, and helped launch highly successful major and annual giving, donor management, and online fundraising programs.

Sessions

Don't be a Drag - Just be a Queen: How to Rule with LGBTQ Donors

Dallas' fundraising drag queen, Marsha Dimes (yes, you read that right), is making her debut at AFP ICON to help you engage LGBTQ donors. Marsha will be using humor (and some questionable makeup skills) to talk through a challenging topic. Come explore how you can create an inclusive fundraising program. You've never seen anything like this at AFP (and you might not want to ever see it again)!

Stuart Campbell

Stuart spent his career as an executive with Blue Cross Blue Shield and WellPoint Inc after starting at Price Waterhouse Cooper. Stuart has served on the Boards of Ronald McDonald House of Metro St. Louis, Mary Institute, and Saint Louis Country Day School. He is currently on the Board of City Academy in St. Louis, MO. He is an experienced board member, donor and community leader. Stuart and his family reside in St. Louis, Missouri.

Sessions

Inside the Mind of a Major Donor

What is the thought process for a major donor as they consider a significant gift? Would you like to get direct advice from a current major donor? This session will focus on how a major donor views the act of giving and nonprofits in general. Led by a major gift consultant and a donor who has given at significant levels, you will understand how you can establish a genuine donor perspective into your cultivation.

Photo of Julia Campbell

Julia Campbell

Julia Campbell, MPA, is a global authority on nonprofit digital storytelling. The author of Storytelling in the Digital Age: A Guide for Nonprofits, she trains and consults with nonprofits of all sizes on how best to use digital tools to tell compelling stories, engage active supporters, and raise millions.

Sessions

How to Use Email and Social Media to Create an Exceptional First-Time Donor Experience

First-time donor cultivation seems to be a huge missed opportunity for nonprofits. But the good news is that we can do something about it. In this session, you will learn specific digital strategies to create a great experience for first-time donors using email campaigns, social media storytelling, and videos. Participants will walk away with a First-Time Donor Welcome Plan and lots of ideas they can execute immediately, on a shoestring budget.

Social Listening for Deeper Donor Engagement

Nonprofits of all sizes are using social media to advocate around specific issues and increase the visibility of their work and impact. Too often, however, these powerful channels are used much like billboards rather than tools for actual conversation and education. In this session, you will learn how to leverage social listening strategies to better understand your audience, discover content that your donors care about, and identify online influencers and potential partners.

Photo of Maureen Carlson

Maureen Carlson

With two decades of corporate CSR, nonprofit executive management, and agency leadership experience, Maureen Carlson is a veteran in the corporate partnership space. Maureen has created best practices for maximizing corporate partnerships that have ignited more than $150 million in fundraising for her nonprofit clients. She is a nationally recognized speaker on the topic of corporate partnerships, with her work appearing in Forbes, The NonProfit Times, and The Huffington Post, as well as the book Nonprofit Selling 101.

Sessions

Use the New 2019 Corporate Social Responsibility Trends to Win More Sponsorships

We asked 150 corporate social responsibility (CSR) experts about trends in their sector and came up with the CSR trends for 2019, direct from the people making the decisions about which causes to partner with and why. In this session, we'll break down these trends so you can acquire, maximize, and renew corporate sponsors while significantly increasing funds raised through sponsorships and corporate partnerships.

Photo of Kristina Carlson

Kristina Carlson

Kristina Carlson, CFRE, is a proven leader, entrepreneur, author of the best-selling book Essential Principles for Fundraising Success, and an in-demand speaker at national and international conferences and workshops. Her experience includes providing counsel on major and mega gifts, guiding capital campaigns, comprehensive development planning, coaching nonprofit C-level executives, and starting and leading businesses that serve the nonprofit sector. She has worked with and learned from philanthropic leaders for more than 30 years.

Sessions

Be a Giant

Not all giants are fairytale creatures with superhuman strength. Sometimes, giants walk among us as unstoppable forces at the pinnacle of success. This session will draw on life lessons from modern-day fundraising giants who have transformed our sector. By studying the masters, each participant will uncover their own leadership voice and personal brand and will learn how to use this “extraordinary power” to bring out the magic in others.

Photo of Michelle Casserly

Michelle Casserly

Michelle Casserly is the director of special events for the Hackensack Meridian Health Meridian Health Foundation and is responsible for the planning and execution of logistics related to annual fundraising events. She has increased revenues and strategic value each year during her more than nine-year tenure. Michelle leads a team of nearly 300 committee members and volunteers, as well as an event officer and an event assistant, to increase stewardship and ensure productivity and profitability.

Sessions

Major-Gift Cultivation and Stewardship at Special Events: It Can Work! A Case Study

This session will show you how fundraising events can advance major-gift strategies and serve as key tools for cultivating and stewarding your donors and prospects—really!—while increasing their connections with your organization and its mission. Learn from colleagues on both sides of the fence, a development professional and an event planner, about how they work together closely for mutual success.

Photo of Mark Chilutti

Mark Chilutti

Mark Chilutti, CFRE, has raised over $20 million to improve the quality of life of individuals with disabilites at Magee Rehabilitation Hospital in Philadelphia. A former patient himself, he has been with this small inner-city hospital for over 18 years, and specializes in Major and Planned Giving, Board Development and Donor Relations. He led the Campaign for the Creative Therapy Center and Healing Gardens, helping Magee to successfully complete its first campaign in decades. He is active with the Greater Philadelphia AFP Chapter presetning engaging sessions, and has led their Compass Conference for the last 3 years. Mark is an Eagle Scout sill actively involved as a top level volunteer, a former wheelchair tennis player, and distinguished public speaker.

Sessions

New Trends in Donor Stewardship: Saying Thank You All Year Long

As fundraisers, we work so hard to secure the gift and then forget that our donors deserve much more than just a thank you letter! In this interactive session participants will see real examples of ways to say thanks all year long through cards, pictures, notes, and other cost effective, yet much appreciated ways! After all, have you ever had a donor say "Will you STOP thanking me?"

Photo of Rachel Clemens

Rachel Clemens

Rachel Clemens builds things. First, she built a career as a designer - working for some of the most recognizable names in advertising, including stints in London and Australia. Then, she built Creative Suitcase - her own strategic communications firm. Over the next 11 years, Creative Suitcase helped organizations like United Way, Habitat for Humanity, The University of Texas, and countless others, raise money and awareness to improve their communities. In 2016, Creative Suitcase merged with Mighty Citizen. As the Chief Marketing Officer, Rachel splits her days between promoting Mighty Citizen's marketing services and working directly with nonprofit clients on their branding, marketing, and campaigns. She is also a frequent speaker at local and national conferences and events.

Sessions

Digital Envy: Showcasing the Best of Digital Fundraising

We're firing up 60 slides featuring the very best digital fundraising examples from nonprofits like yours. This session will inspire and equip you with concrete tactics you can implement in your next digital fundraising campaign. We’ll explore great content, unique thinking, and delightful design through emails, websites, online advertising, donation pages, videos—and anything else that increases online donations.

The Donors of Tomorrow: Effective Ways to Engage Young Donors

Young people are our future (donors), but many nonprofits are simply overlooking them. While most resources are allocated to big-dollar donors, you should also have a plan to engage Millennials and (gasp!) Centennials in your mission to ensure the long-term sustainability of your nonprofit. We’ll discuss the perils of ignoring younger audiences when it comes to donor cultivation as well as ways to turn these generations into your future donors.

Photo of Randy Cohen

Randy Cohen

Randy Cohen is vice president of research and policy at Americans for the Arts. He publishes Americans Speak Out About the Arts, a national public opinion study about the arts, with its two iterations serving as the premier economic impact studies of the arts. Randy developed the National Arts Policy Roundtable in partnership with Robert Redford and the Sundance Institute. He has given speeches in 49 states and regularly appears in the news media.

Sessions

Was the Fear Warranted? A Glimpse Into the Early Effects of the Tax Policy Changes

The 2017 Tax Cuts and Jobs Act has now been in effect for a full year. Was the concern among many nonprofit organizations that charitable giving would decrease warranted? Join us for a first glimpse into how the policy changes have affected charitable giving (if at all). We will also explore unexpected effects in addition to discussing the current policy landscape at both the national and state levels.

Photo of Danielle Collins

Danielle Collins

As a professional coach, Danielle Collins is pioneering a movement to create a culture of wellbeing in the nonprofit world. She helps nonprofit employees who are burning out to renew their passion. Danielle has a long history as a fundraiser. After her third capital campaign, she burned out. Quite spectacularly. After re-evaluating her career, Danielle earned her Associate Certified Coach credential. Also, she's certified in Values2Wellbeing, and is a Wellness Inventory Coach.

Sessions

How to Dial Down the Overwhelm

Burnout may be the greatest challenge of your career. In fact, it has become an occupational hazard among development directors. But it doesn't have to be. Let's bust the myth that overwork is the only path to professional success. You'll learn: the three signs you're burning out, seven ways to dial down the overwhelm, and the number one thing you can do to dramatically improve not just your work, but your life.

Photo of Marian DeBerry

Marian DeBerry

Marian Alexander DeBerry has over 20 years of experience in executive search. As Director, Executive Search of Campbell & Company, her work is focused on conducting searches for the senior leadership of mission-driven organizations. Previously, Marian was vice president with two retained executive search firms and an independent executive search consultant. She has a Bachelor of Psychology and Sociology from Duke University and an MBA from the Wharton School of the University of Pennsylvania.

Sessions

Working with a Former Corporate CEO: A Candid Conversation with Development Leaders

When a corporate executive takes a nonprofit CEO role, how does it impact the development leader? This common occurrence presents unique challenges for CDOs—especially since development can feel foreign to a nonprofit transplant. This session will convene a panel of development leaders who have lived through this scenario to share their trials, triumphs, and advice. Whether they work with a formerly corporate CEO or not, all CDOs can learn from this straight-talking, candid session.

Photo of Cherrelle Duncan

Cherrelle Duncan

As the founder of Duncan Impact Solutions, Cherrelle Duncan is responsible for providing clients with resources to implement effective strategies to build their organizations, mobilize fundraising efforts, and increase visibility within their communities. Cherrelle received her Master of Public Service and Administration degree from Texas A&M University and B.A. from the University of Louisiana at Lafayette. She was chosen as a 2016 AFP Diverse Communities International Conference Scholar and a 2017 Outstanding Young Professional.

Sessions

Who Can I Run To? Building Your Mentor Network.

In today’s professional fundraising world, individuals are creating networks of mentors to impact their professional, personal, and social/peer growth. From two growing fundraising professionals, participants will learn how to develop a strong and efficient network of mentors. The dimensions of mentorship, tips on how to acquire a mentor, and current technology and trends in mentorship will be discussed.

Lenita Dunlap

Lenita has more than 17 years working in educational and nonprofit organizations that uplift and empower young people and their families. Appointed CEO of Heart House in 2014, Lenita advocates and leads a team of experts who guide and nurture refugee children to lead full lives. Through her leadership, Heart House has grown and deepened its impact, and today continues to make the difference in the lives of hundreds of children annually.

Sessions

The Color of Money

Philanthropy is shifting, and as our communities continue to become more diverse, it’s more important than ever to consider the new face of philanthropy and nonprofit sector. What is your organization doing to keep up with the changing times? Join Shawn Wills, Senior Vice President -Development at Dallas Women’s Foundation and Lenita Dunlap, ED at Heart House Dallas as they share unique insight based on their work with cultivating diverse donors and boards

Photo of Carrie Espinoza

Carrie Espinoza

Well-respected among her peers and by the donor community, Carrie Espinoza serves as Hillsides' chief advancement officer and is responsible for raising more than $2 million a year to augment public funding for programs. In addition, she is charged with fundraising for special initiatives, such as the agency’s recent $17 million capital campaign to enhance its aging Pasadena campus. Prior to her time at Hillsides, Carrie owned and operated adult residential care facilities for 30 years.

Sessions

How to Prepare a Crisis Communications Plan to Prevent Major-Donor and Foundation Fallout

Do you have agency issues that keep you up at night? Is there a potential crisis ready to erupt? Are you prepared to address your stakeholders to mitigate risks? Learn what one child welfare provider did to prepare for a newspaper's exposé and how the chief advancement officer was prepared to address major donors and foundations to prevent a drop in donations. You'll walk away with information, strategies, and talking points to be prepared.

Photo of Leah Eustace

Leah Eustace

Leah Eustace is an idea-generator and strategic thinker with a wide and varied background in fund development. As the president and founder of Blue Canoe Philanthropy, Leah serves clients in the areas of strategic planning, leadership support, program audits, and case development. She is past-chair of the AFP Foundation for Philanthropy—Canada and serves on the boards of AFP Canada and the Canadian Association of Gift Planners.

Sessions

Storytelling in the Real World

“For sale: baby shoes, never worn.” This could be the shortest story Ernest Hemingway ever told. As a fundraiser, your stories needn’t be long. But: You. Must. Tell. Stories! In this session, you will get right to the heart of why storytelling matters in fundraising.  Join these professional storytellers and channel your inner Hemingway!

Photo of Alice Ferris

Alice Ferris

Alice L. Ferris, MBA, CFRE, ACFRE, is the founding partner of GoalBusters, providing outsourced development for small nonprofits, as well as integrated fundraising, marketing, and strategic planning and customized education and training for clients. Alice has more than 25 years of fundraising experience in small shops and is a member of the ACFRE board, the CFRE International board, and the Bolz Center for Arts Administration Advisory Board. She is also an AFP Master Trainer.

Sessions

Storytelling in the Real World

“For sale: baby shoes, never worn.” This could be the shortest story Ernest Hemingway ever told. As a fundraiser, your stories needn’t be long. But: You. Must. Tell. Stories! In this session, you will get right to the heart of why storytelling matters in fundraising.  Join these professional storytellers and channel your inner Hemingway!

Ethics in the Age of Social Media

In the age of social media, personal and professional boundaries are getting more porous, and it is becoming increasingly difficult to identify a clear line in donor relationships. Using real-life examples, we will help participants understand ethical challenges they may face in social media, which policies should be in place before anything happens, and how to use a decision-making framework to deal with an ever-changing environment online.

Ready, Set, Succeed: Effective Onboarding for Fundraising Professionals

Congratulations! You have a new job, or a new staff person on your development team! Now what? This session will provide guidance for what to do in the first 30 days to set up yourself, or your new team member, for success. We will discuss a quick development audit, assessing your role on the team, setting realistic goals and key markers all within your first month on the job.

Photo of Daniel Fluskey

Daniel Fluskey

Daniel is Head of Policy and Research and leads the Institute's policy development and research work, keeping up to date with member priorities, promoting innovation on fundraising and working with key stakeholders, including civil servants and politicians, to make sure fundraising and giving are key priorities for the current and future governments. He is also a trustee of Haven House Children's Hospice.

Sessions

“Hello Mr. Gates. Do You Know Anything About Computers?” Ethics and Practice of Personal Data in Prospect Research and Major Donor Fundraising – Learnings from the UK

Concerns on the appropriate use of personal data and expectations of privacy are growing. Yet, excellent fundraising – especially for major gifts – is based on research, preparation, and individual approaches. This session will use the UK’s recent experience of charity fines and new data protection laws to bridge this gap and outline an approach for ethical fundraising and personal data and provoke debate on what lessons can be learned for others.

Photo of Caroline Fothergill

Caroline Fothergill

Caroline Fothergill is a marketing strategist at Mighty Citizen, an Austin based agency transforming mission-driven organizations through branding, marketing, and digital communications. She earned her master’s in marketing from The University College Dublin and her bachelor’s in communication studies from Emerson College. She has worked in-house with numerous nonprofits and has developed expertise in health communications, social marketing, and digital marketing. Caroline is a native Vermonter and a proud AmeriCorp alum.

Sessions

The Donors of Tomorrow: Effective Ways to Engage Young Donors

Young people are our future (donors), but many nonprofits are simply overlooking them. While most resources are allocated to big-dollar donors, you should also have a plan to engage Millennials and (gasp!) Centennials in your mission to ensure the long-term sustainability of your nonprofit. We’ll discuss the perils of ignoring younger audiences when it comes to donor cultivation as well as ways to turn these generations into your future donors.

Photo of Laura Fredricks

Laura Fredricks

Laura Fredricks is the "Billion-Dollar A$K-Maker Powerhouse." As CEO and founder of THE ASK©, Laura trains people, nonprofits, and businesses on how to ASK for money and more of it. She is the first to combine the most trusted professions, law and philanthropy, to show how anyone can raise money to unprecedented levels. She has written five books, including her latest, The ASK: For Business, for Philanthropy, for Everyday Living.

Sessions

The 5-Step Foolproof Method for Any ASK!

I’ve taken my 27 years of work on THE ASK© and refined it so that anyone, in any size organization, can use my 5-step foolproof method for any ASK with resounding success. People have much less time these days to hear what you have to say and then make a decision. You will master how to ASK in any situation. Bring your challenges and leave with the biggest smile, knowing you can make THE ASK!

Photo of Michel Freller

Michel Freller

Michel Freller is a social entrepreneur, speaker, teacher, and consultant. He has a B.A. in public administration from FGV-SP and a master's in administration from PUC-SP, with a focus on improvements in management and fundraising. Michel has participated in several fundraising meetings in different countries. He is a postgraduate professor at SENAC and PUC-SP and also teaches courses at the Instituto Filantropia. He is an adviser to the Philanthropy Institute, Juntos.com.vc (crowdfunding), and Engaja Brasil; a member of the scientific committee of the ABCR (Brazilian Fundraisers Association) festival; and founder of Criando Consultoria.

Sessions

Negotiation Techniques to Make the Right Ask, the Right Way

How do you manage corporate partners, improve engagement, and build strong relationships? This session will help you prospect and identify opportunities for new partnerships. How? Learn to use and practice the best trading techniques by establishing necessary connections with whomever is on the other side of the table. Ever heard of the "elevator pitch"? Come learn more about how to break out of your shell and make the right ask, the right way.

Photo of Alan Friedman

Alan Friedman

Alan Friedman manages The Fred Rogers Company's relationships with foundations, corporate sponsors, and individual donors. He previously directed the Institute for Social Innovation at Carnegie Mellon University and served as associate director of the university's Department of Foundation Relations. He has been a freelance journalist, nursing aide, and preschool teaching aide. The father of two teenage girls, Alan has a Master of Public Management degree from Carnegie Mellon and B.A. in English from UC Berkeley.

Sessions

Practicing Gratitude, Learning From Fred Rogers, and Making Fundraising (and Parenting) Easier and More Joyful

Numerous studies have found that people who practice gratitude report fewer symptoms of illness, more optimism and happiness, stronger relationships, and many other benefits. This research applies as much to leading a meaningful life as it does to feeling inspired on the job and effectively engaging donors. Led by The Fred Rogers Company's director of development, this session will explore the ways gratitude serves us as fundraisers, managers, parents, and more.

Photo of Linda Garrison

Linda Garrison

Linda S. Garrison, CFRE, joined WealthEngine in 2013 with more than 20 years of nonprofit experience in management, board development, fundraising, public relations, and prospect research. A seasoned nonprofit expert, Linda is especially known for her skill in major-donor strategy and campaign implementation. Linda has served in both front-line development and public relations functions for nearly every type of nonprofit in the 501(c)(3) universe.

Sessions

Is Prospect Research Invasive?  The Structure and Ethics of Prospect Research

In the wake of data scandals and changing privacy laws overseas, is traditional prospect research still relevant and appropriate for fundraising? Is prospect research donor centered and what are the ethics surrounding its use? Understand what data is included in prospect research and how assumptions are made about capacity, then discuss the ethics around the use of publicly available data and how best to implement them into your own practice, regardless of size.

Photo of Ana Flavia Godoi

Ana Flavia Godoi

Ana Flavia Godoi has built more than 200 corporate partnerships this year at Seconci, where she has been responsible for implementing the organization’s fundraising department. As an ABCR (Brazilian Fundraisers Association) board member, she defends ethical fundraising practices for nonprofits and philanthropy. She is also a member of a group of key female leaders engaged in social transformation. She has 15 years of experience developing processes for strategic fundraising planning and conducts lectures and workshops in Brazil on corporate partnerships and negotiation strategies, her main areas of expertise.

Sessions

Negotiation Techniques to Make the Right Ask, the Right Way

How do you manage corporate partners, improve engagement, and build strong relationships? This session will help you prospect and identify opportunities for new partnerships. How? Learn to use and practice the best trading techniques by establishing necessary connections with whomever is on the other side of the table. Ever heard of the "elevator pitch"? Come learn more about how to break out of your shell and make the right ask, the right way.

Photo of Monica Grant

Monica Grant

Monica Grant, CFRE, is the CEO of the San Luis Obispo County YMCA. She has over 30 years of experience as a nonprofit and development professional. She ran her own consulting firm, providing fundraising consulting, planning, organizational development, training, and facilitation for nonprofits, with a focus on capacity-building and sustainability. Monica has a master's in organizational leadership. She is the current president of her local AFP chapter.

Sessions

Forensic Philanthropy: What Killed Your Donor? How to Extend the Life of a Donor Relationship

You have a great mission. You need your donors more than ever. But donors can go away quietly, or not so quietly, leaving us scratching our heads or dressing our wounds. What happened? Could this have ended differently? This interactive session explores the top pitfalls in why/how donor relationships become strained/broken and how we can be proactive to avoid these "relationship killers," as well as how to mitigate near-disaster situations when in them.

Photo of Allison Grayson

Allison Grayson

At Independent Sector, Allison Grayson promotes public policies to help nonprofits fulfill their missions, with a focus on charitable giving and tax policy. In prior positions with the Administration for Children and Families, state nonprofit associations, and United Way, Allison utilized fundraising and advocacy to leverage over $20 billion in resources to prevent chronic health conditions, end homelessness, and support disaster recovery. She has a master’s degree in public policy from the University of Minnesota.

Sessions

Was the Fear Warranted? A Glimpse Into the Early Effects of the Tax Policy Changes

The 2017 Tax Cuts and Jobs Act has now been in effect for a full year. Was the concern among many nonprofit organizations that charitable giving would decrease warranted? Join us for a first glimpse into how the policy changes have affected charitable giving (if at all). We will also explore unexpected effects in addition to discussing the current policy landscape at both the national and state levels.

Photo of James Green

James Green

Jim Green is the Regional Vice President for Philanthropy at Mercy Health Foundation for the state of Oklahoma. Jim works with staff, executives, doctors and volunteers to further the life-saving and innovative care at Mercy Health System. He is an avid community volunteer and has served on numerous committees and boards. He is a member of AFP, AHP and ACHE. Jim has a wife, two kids an MBA and CFRE.

Sessions

A Critical Look at Fundraising in the United States

Rogare, the Critical Fundraising think tank, has released the third of its international Critical Fundraising reports focused on trends in the profession within the United States. Join this panel discussion to discuss the findings on current trends in fundraising and their impact on our work. These international reports focus on the biggest opportunities in the sector and offer critical analysis into what fundraisers can do to improve their impact and focus.

Photo of Jim Greenfield

Jim Greenfield

Jim Greenfield has served since 1962 as a fundraising executive to three universities and five hospitals on the East and West Coasts and in between. He remains active today with consulting, speaking, teaching, volunteering, and writing in support of professional fundraising practices including as a member of both the Growth in Giving Initiative Steering Committee and the Fundraising Effectiveness Project Working Group.

Sessions

"How to Use AFP's Donor Giving Data to Improve Your Fundraising Results"

AFP's research results reveal details on how fundraising revenues have demonstrated a growth in giving at the same time as donor participation continues to decline. These data provide usable benchmarks and guidelines to all nonprofits for comparative analysis on how to increase their fundraising effectiveness.

Photo of John Hicks

John Hicks

John Hicks, CFRE, is principal of DLBHICKS LLC, a fundraising consulting and strategy firm, where he helps clients build and strengthen annual and capital campaigns. He is a faculty member in the master’s degree program in nonprofit management at Columbia University's School of Professional Studies. He has been awarded "Stellar Speaker" status by CASE (the Council for Advancement and Support of Education) and has appeared as a presenter for the Foundation Center, The Chronicle of Philanthropy, AFP, and the Institute of Fundraising (U.K.).

Sessions

Nine Ways to Turbocharge Your Grant-Seeking

You have a great program. You have strong proposals. You want more and better grants. How do you improve your grant-seeking results? In this session, you will learn nine ways to “turbocharge” your foundation and corporate fundraising, ranging from how to set targeted goals to building your visibility and networks to writing a more dynamic and engaging case.

Photo of Josh Hirsch

Josh Hirsch

Josh Hirsch has an extensive background in social media, digital communications, and marketing, along with grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors. He is president-elect of the AFP Palm Beach County Chapter. Josh has a certificate in strategic fundraising and philanthropy from Bay Path University. He has an M.S. in family, youth, and community sciences and a B.S. in advertising, both from the University of Florida.

Sessions

How to Use Email and Social Media to Create an Exceptional First-Time Donor Experience

First-time donor cultivation seems to be a huge missed opportunity for nonprofits. But the good news is that we can do something about it. In this session, you will learn specific digital strategies to create a great experience for first-time donors using email campaigns, social media storytelling, and videos. Participants will walk away with a First-Time Donor Welcome Plan and lots of ideas they can execute immediately, on a shoestring budget.

Social Listening for Deeper Donor Engagement

Nonprofits of all sizes are using social media to advocate around specific issues and increase the visibility of their work and impact. Too often, however, these powerful channels are used much like billboards rather than tools for actual conversation and education. In this session, you will learn how to leverage social listening strategies to better understand your audience, discover content that your donors care about, and identify online influencers and potential partners.

Photo of Robert Hofmann

Robert Hofmann

Robert Hofmann, M.A., CFRE, has worked for the University of Minnesota Duluth as a senior development officer, raising more than $20M for student scholarships and programs. Before returning to his native Minnesota, Robert was appointed by Rhode Island Governor Donald Carcieri to the Rhode Island Economic Monitoring Collaborative and as a member of the Rhode Island Workforce Development/Education Council of the Greater Providence Chamber of Commerce.

Sessions

Stewarding Donors with Dementia

Do you believe you know the warning signs of dementia? Do you know how to effectively communicate with a faithful donor in a meaningful and ethical way? Too many of our aging donors are experiencing diminished mental capacities, especially the disease of dementia. This 90-minute session will empower professional fundraisers to work with these donors by showing attendees how to recognize the signs of dementia and implement communication strategies to steward faithful donors in meaningful and ethical ways.

Photo of Nancy Horvath

Nancy Horvath

Nancy Horvath is the director of major gifts at the SickKids Foundation in Toronto. She is responsible for engaging individuals and families to support the most urgent needs of the hospital. Nancy has been involved in annual giving, leadership giving, and major-giving programs for over a decade in Toronto. She is deeply passionate about our experiences as diverse individuals, particularly within the LGBTQ2 community, and how organizations can evolve practices to be more inclusively minded.

Sessions

The Secret Sauce That Turned $100 Per Month into $6.5 Million

SickKids Foundation has a robust monthly donor acquisition program. This session will highlight the journey of one monthly donor who went from giving $100 per month to becoming a $6.5 million donor in four yeThe SickKids Foundation has a robust monthly donor acquisition program. This session will highlight the journey of one monthly donor who went from giving $100 per month to becoming a $6.5M donor in four years. We will focus on the identification, cultivation, and stewardship steps that went into this achievement. This session will inspire old and new fundraisers alike and showcase the impact that one donor can have on so many.ars. We will focus on the identification, cultivation and stewardship steps that went into this achievement. This session will inspire old and new fundraisers alike and showcase the impact that one donor can have on so many.

Photo of Susan Howlett

Susan Howlett

Susan Howlett has been raising money joyfully for over 40 years, as a trustee, development director, executive director, and consultant to thousands of nonprofits across North America. She has been a lead faculty member since 1990 in the yearlong fundraising program at the University of Washington and is the author of two acclaimed books, Boards on Fire! and Getting Funded. Susan speaks, trains, and consults nationally and is known for her practical solutions delivered with humor, stories, and chocolate.

Sessions

Design Board Meetings that Elicit Governance and Fundraising

When we engage our boards in authentic, strategic governance, they want to raise money to sustain what they’ve created. Find out how to frame agendas that treat your leaders like governors and invite their ownership of the mission, budget, and goals, as well as their role in funding your work.

Photo of Alan Hutson

Alan Hutson

Alan Hutson is the managing partner of The Monument Group and a senior consultant at The Management Centre (=mc). Alan’s recent international engagements have included work with African Development Solutions, UNICEF on its next global fundraising strategy, and IFRC (the International Federation of Red Cross and Red Crescent Societies) on its midterm global fundraising strategy review. In 2016, Alan presented at China’s first-ever global fundraising conference, and in 2018, he presented at Japan’s global fundraising conference.

Sessions

The New Science of Fundraising: Neuroscience, Behavioral Economics, and Fundraising

Do you know the principles of behavioral economics and neuroscience but are struggling to apply them? This advanced session will take you deeper into the profound fundraising implications of the work that has won two recent Nobel Prizes for research in human behavior. We'll show you how to actually apply this profound work to your fundraising through global examples from UNICEF, Amnesty International, Greenpeace, and others. You'll also have the chance to tackle your own challenges!

The Power of Strategy Maps to Transform Fundraising (on a single sheet of paper)

This workshop will introduce you to the latest version of the balanced scorecard methodology: strategy maps. Radically different from other cookie-cutter fundraising models, this approach offers you profound insights into your "fundraising business model," explaining both what you want to achieve and how you will achieve it. This can be displayed on a single sheet of paper, making your plan easy to understand and explain to boards, staff, and major donors.

Photo of Jolene Hyppa-Martin

Jolene Hyppa-Martin

Jolene Hyppa-Martin, Ph.D., CCC-SLP, is a speech and language pathologist and faculty member in the University of Minnesota Duluth Department of Communication Sciences and Disorders. Jolene earned her Ph.D. in speech-language-hearing sciences from the University of Minnesota. Her areas of research interest include enhancing social participation for individuals with severe communication disorders, including individuals with dementia and those who communicate using augmentative and alternative communication.

Sessions

Stewarding Donors with Dementia

Do you believe you know the warning signs of dementia? Do you know how to effectively communicate with a faithful donor in a meaningful and ethical way? Too many of our aging donors are experiencing diminished mental capacities, especially the disease of dementia. This 90-minute session will empower professional fundraisers to work with these donors by showing attendees how to recognize the signs of dementia and implement communication strategies to steward faithful donors in meaningful and ethical ways.

Photo of Lori Jacobwith

Lori Jacobwith

Lori L. Jacobwith, a fundraising culture change expert and master storyteller, has helped 4,500 nonprofits raise $300 million from individual donors. Lori teaches staff and board members powerful communication practices to ignite action and raise more money. She is the author of the Fire Starters weekly blog, Nine Steps to a Successful Fundraising Campaign, and the Complete Storytelling System. Her vision is that asking for money can be done with ease and joy.

Sessions

Storytelling for Board Members: The Key to Unleash New Energy and Commitment

Did you know that when board members share their own stories amazing things happen? It's awesome to see board members suddenly come alive when they start passionately sharing why they support your work. In this session, you’ll discover five ways that storytelling can activate your board's enthusiasm and energy. And you’ll learn how to set up five simple exercises that will help board members talk authentically, coherently, and effectively about your work. They'll have fun too!

Photo of Russell James

Russell James

Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University. He directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). Dr. James has published research in over 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, New York Times, Wall Street Journal and Chronicle of Philanthropy.

Sessions

Using Storytelling in Planned Giving – New Findings on Storytelling and Gifts in Wills

Dr. Routley and Dr. James report the latest findings on bequest decision-making from their neuroimaging, experimental, and qualitative research. They review research evidence behind story-telling, how and when to tell stories in bequest fundraising, and share examples of the most effective stories used in legacy fundraising practice. The session finishes with a discussion of real world practical implications for attendees and how to use storytelling in your own legacy fundraising practice.

Photo of John Jensen

John Jensen

John Jensen is senior vice president and a consultant with Sharpe Group, working with charities to create highly effective planned-giving programs nationally. Earlier in his career, he served as vice president of development for The Nature Conservancy and the National Wildlife Federation. He was responsible for dramatic planned-giving revenue growth at both. Other prior positions include development director of the Maine Audubon Society, executive director of The Nature Conservancy's Maine chapter, two terms in the Maine Legislature, foundation chair of EarthShare, and three years on the NACGP (National Association of Charitable Gift Planners) board. John has spent 40 years in development and 22 years as a planned-giving consultant. He is a Certified Financial Planner.

Sessions

Our Best Donors Are Aging: Communicating to and Working With Seniors

Learn tips and techniques for successful marketing to seniors, as well as how to determine whether your materials are senior-friendly. Bring examples of your materials for the speaker to critique. Learn how to get seniors to agree to meet and how to choose the best time and place. Understand how to deal with advisers and relatives. Learn how to deal with the conditions of aging, including documenting sensitive issues and what never to include. We'll also explore how to raise planned-gift possibilities with any prospect.

Photo of Nicole Kallmeyer

Nicole Kallmeyer

Nicole Kallmeyer is a copywriter at Blakely, Inc., a fundraising and marketing agency that works exclusively with not-for-profit organizations. She collaborates with fundraisers and art directors to develop direct-response fundraising campaigns that reach donors through multiple channels. Nicole was recently selected to be a panelist at an event that brought together leaders from the not-for-profit, creative, advertising, and technology sectors to discuss “how design thinking can be applied to driving the next era of social innovation.”

Sessions

Better By Design: Practical Advice for Applying Donor-Centric Design Thinking

Design thinking has been a game changer in agencies and startups for over a decade. Fundraisers can—and should—be applying the same process to their fundraising, but we’ve been slow to adopt it. This session will provide an overview of design thinking (Empathize – Define – Ideate – Prototype – Test) with real-life examples. We’ll delve into what will work when you get back to the office, what won’t, and how to spot opportunities for innovation in your organization.

Photo of Melissa Khamvongsa

Melissa Khamvongsa

Melissa Khamvongsa is the Senior Director of Institutional Giving at PATH where she oversees all grants throughout California. Melissa and her team implement long-term strategies and ensure consistent foundation, corporate, and government communication. Melissa has helped PATH identify and maintain new philanthropic relationships that support PATH’s mission of ending homelessness. Melissa has raised over $25 MIL in her career and has her BA from Loyola Marymount University and her MPA from CSU Northridge.

Sessions

5 Must Haves for Your Funder Site Visit

Making an impression on a foundation program officer is the last step to secure your funding. Nonprofit agencies both dread and look forward to hosting a funder. Come learn tips and tricks on how to prep for a site visit and make the most of the sit-down meeting.

Photo of Muhi Khwaja

Muhi Khwaja

Muhi Khwaja began his career in development as an intern during his last semester of college at the University of Michigan and never looked back. Over the last decade, he has worked as a one-person development team, grant writer, events guru, and major-gift officer. Along the way, he earned his MPA, CFRE, and CFRM. Muhi currently works as a Senior Philanthropy Officer at American Red Cross and founded American Muslim Fund, a community foundation.

Sessions

Islam & Philanthropy

Learn about religious philanthropic traditions and charitable practices in Islam. As one of the largest global religions, and most misunderstood, this timely discussion will provide insight into engaging Muslims in your mission. Position your charity to be more diverse and take a lead in promoting cross-­cultural and inter-religious avenues to enhance your outreach.

Photo of Cherian Koshy

Cherian Koshy

Cherian Koshy has helped organizations connect thousands of donors to causes they care about, raising millions of dollars from foundations, governments, businesses, and individuals. Currently, he serves as director of development at Des Moines Performing Arts, one of the nation's premier arts organizations. Cherian is also a member of the advisory panel for Rogare, the fundraising think tank at the University of Plymouth, and a governor-appointed commissioner with Volunteer Iowa.

Sessions

A Critical Look at Fundraising in the United States

Rogare, the Critical Fundraising think tank, has released the third of its international Critical Fundraising reports focused on trends in the profession within the United States. Join this panel discussion to discuss the findings on current trends in fundraising and their impact on our work. These international reports focus on the biggest opportunities in the sector and offer critical analysis into what fundraisers can do to improve their impact and focus.

Photo of Tim Kubatzky

Tim Kubatzky

Tim Kubatzky, Assoc. Director of Development for the Annette Strauss Institute for Civic Life at UT-Austin, has 30 years of fund development experience working with boards, presidents, deans and executive directors. Tim has held positions of responsibility on comprehensive campaigns at The University of Texas, Rice University, Southwestern University in Georgetown, Austin Presbyterian Theological Seminary and the University of Houston. He earned a journalism degree from the University of Missouri.

Sessions

The Brain TRUST: Working Productively with your President/Executive Director and Board

When a motivated board, a visionary chief executive and an experienced fund development professional team up, the result can be transformative. Learn how to build strong, productive relationships among the leadership team that are based on a shared vision and aligned priorities. Come away with ideas to implement at both the strategic and tactical levels. There will be opportunities to seek the group's advice on specific problems, so come prepared!

Photo of Thomas Kurmann

Thomas Kurmann

TThomas Kurmann has been working in fundraising leadership positions for over 14 years and is currently the director of fundraising at Doctors Without Borders - USA (MSF-USA), the largest and most successful of the MSF members worldwide. Over the last five years, he has transformed the income of MSF-USA, growing it by almost 100 percent.

Sessions

The New Science of Fundraising: Neuroscience, Behavioral Economics, and Fundraising

Do you know the principles of behavioral economics and neuroscience but are struggling to apply them? This advanced session will take you deeper into the profound fundraising implications of the work that has won two recent Nobel Prizes for research in human behavior. We'll show you how to actually apply this profound work to your fundraising through global examples from UNICEF, Amnesty International, Greenpeace, and others. You'll also have the chance to tackle your own challenges!

The Power of Strategy Maps to Transform Fundraising (on a single sheet of paper)

This workshop will introduce you to the latest version of the balanced scorecard methodology: strategy maps. Radically different from other cookie-cutter fundraising models, this approach offers you profound insights into your "fundraising business model," explaining both what you want to achieve and how you will achieve it. This can be displayed on a single sheet of paper, making your plan easy to understand and explain to boards, staff, and major donors.

Photo of Schuyler Lehman

Schuyler Lehman

Serving as a fundraising consultant since 1983, Schuyler has helped raise more than $5 billion for a variety of nonprofits. He has personally conducted over 50 capital campaigns. Schuyler has provided consultation to over 1,000 nonprofits. He has solicited major gifts from corporations, foundations, and individuals, conducted board retreats, trained thousands of volunteers, and served as a presenter at professional conferences. Schuyler created MAP with the objective of helping nonprofits provide transformational donor experiences.

Sessions

Inside the Mind of a Major Donor

What is the thought process for a major donor as they consider a significant gift? Would you like to get direct advice from a current major donor? This session will focus on how a major donor views the act of giving and nonprofits in general. Led by a major gift consultant and a donor who has given at significant levels, you will understand how you can establish a genuine donor perspective into your cultivation.

Photo of Peter Lewis

Peter Lewis

Peter became CEO of the Institute of Fundraising in September 2011, and speaks around the world on fundraising and philanthropy. He has worked for homeless charity Crisis, been CEO of the London Cycling Campaign and London Voluntary Service Council and held a senior role for the London Mayor. He is a Board member of Mike’s Table, is the former Chair of Streetdoctors, and was a Board member of the London Marathon and London Youth Games.

Sessions

“Hello Mr. Gates. Do You Know Anything About Computers?” Ethics and Practice of Personal Data in Prospect Research and Major Donor Fundraising – Learnings from the UK

Concerns on the appropriate use of personal data and expectations of privacy are growing. Yet, excellent fundraising – especially for major gifts – is based on research, preparation, and individual approaches. This session will use the UK’s recent experience of charity fines and new data protection laws to bridge this gap and outline an approach for ethical fundraising and personal data and provoke debate on what lessons can be learned for others.

Photo of Aimée Lindenberger

Aimée Lindenberger

Aimée Lindenberger is passionate about her role in helping charitable organizations make the world a better place. As Chief Engagement Officer for Refocus Communications & Fundraising, she brings her degree in Graphic Communications Management, double minors in Marketing and Multimedia, a tender heart and insightful mind, and nearly 20 years of marketing and communications experience to charities across Canada, helping them build fundraising programs. Aimée loathes buzzwords and loves actionable strategies. Oops! Were those buzzwords?

Sessions

Why Your Donor Doesn't Want to Meet, and What You Can Do About It

It's a problem every fundraiser faces: how to deepen a relationship with a donor who says no to invitations to meet. Don't give up on these donors! They may not want to meet, but that doesn't mean they're not interested. Learn how charities big and small are starting dialogues, cultivating prospects, converting supporters to donors, and stewarding these donors, all without ever meeting them in person—and how you can too!

Photo of Diane Lloyd

Diane Lloyd

Diane Lloyd is a former fundraiser who raised over $40 million in her fundraising career. In 2011, she trained as a certified executive coach and has been coaching leaders, teams, and fundraisers ever since. Diane maintains her CFRE and is credentialed with the International Coach Federation at the Professional Certified Coach level (750 coaching hours). She is currently completing her M.A. in leadership at Royal Roads University and is a member of the AFP Canada foundation board.

Sessions

Thriving as a Fundraiser in Work and Life

Join us for this inspiring session and focus on you for a change. You will learn the best coaching "secrets" to mastering your mindset, reducing stress, maximizing your strengths, and setting goals in a way that inspires and energizes you to achieve more without feeling overwhelmed and burned out. You will leave with a framework to create your own personal “thriving” plan to take control of your life and show up at your best at work.

Photo of Linda Lysakowski

Linda Lysakowski

Linda Lysakowski is one of just over one hundred professionals worldwide to have earned the ACFRE designation. She has trained more than 40,000 development professionals around the world. Linda is the author of numerous books, including Fundraising as a Career; Are You Ready for a Capital Campaign?; Raise More Money from Your Business Community; Fundraising for the GENIUS; and more. She also co-authored The Leaky Bucket, The New Donor, Nonprofit Strategic Planning, and others.

Sessions

Cultivation Events: A Major Key to Successful Fundraising

Donors don’t just fall from the sky, especially major donors. You need to build strong relationships with donors first. So how do you tell your story in a way that builds passionate donors before you ask them to invest in your organization? A successful cultivation event, or a series of events, just might be your answer. In this session, you'll hear success stories and learn how to plan the right event(s) for your organization.

In the Age of Wonder Woman, Why Do Men Still Rule Philanthropy?

Barriers to equitable salaries and advancement to C-level leadership positions persist for women in our field, even though they comprise 70 percent of all fundraising professionals. Join us for an open, candid exploration of hidden prejudices, sexual harassment, and other obstacles to gender equity in the workplace. Come prepared to engage in a lively, provocative discussion about what we as advanced professionals can do to create more equitable cultures and climates for women.

Photo of Ian MacQuillin

Ian MacQuillin

Ian MacQuillin is the founder and director of Rogare, the fundraising think tank at the University of Plymouth's Hartsook Centre for Sustainable Philanthropy. He’s a leading thinker on fundraising ethics, developing a new theory of ethics specifically for application in fundraising. He is also researching why some people have such vehement reactions to being asked to give to charity.

Sessions

Flies Round Their Eyes: How Should We Respect Beneficaries’ Dignity While Raising the Most Money?

Fundraisers and program staff often have differing ideas about how the people they’re trying to help should be portrayed, or "framed," in marketing materials. Some favor stark images (disparagingly called "poverty porn"), while others want to show hope and dignity. This session unpacks what the evidence says about positive/negative framing and explores the ethical arguments on both sides to arrive at a new consensus on this tricky question.

Are You prepared to Let Your Donors Push You Around?

Best-practice wisdom in fundraising says you should always put the interests of your donor first. But can donor-centrism go too far? Based on new research conducted by Rogare, this session explores potential abuses of the power dynamic in donor-fundraiser relationships (namely, "donor dominance" such as mission creep or inappropriate behavior) and how fundraisers can deal with this.

Photo of Carlos Madrid

Carlos Madrid

Carlos Madrid has more than 20 years of experience in institutional development and fundraising and has a B.A. in communication and two master's degrees. He is an accredited consultant for NGOs and a board member for diverse institutions. He was the director of development for the Hospital Infantil de México and the director of the Banorte and Gruma foundations. He’s now the chairman of the Junta de Asistencia Privada del Distrito Federal, with more than 380 NGOs.

Sessions

The Perfect Match: Corporate Volunteers will Make Donors “Walk into Your House”

Learn how and when engaged corporate volunteering programs translate into real donations and attract new donors. They are a key element to donor retention and upgrading donors, and a “contagious virus” that will get other companies to support your cause. Your fundraising staff will be very happy with them. In this session, two international presenters will share the advantages of having corporate volunteers “walk into your house,” as well as recipes to make your cause become a powerful magnet for donors and companies.

Photo of Sana Mahboob

Sana Mahboob

Sana Mahboob started her career as the Annual Giving Officer at the University of Manitoba, while completing her B.Sc. Sana now has over a decade of experience in the education sector, working directly with various stakeholders. She is currently the President of the AFP Manitoba Chapter, and serves on a number of additional boards, ranging from sports, youth and information technology. As an immigrant to Canada, Sana brings a diverse perspective to everything she does, professionally and personally.

Sessions

Islam & Philanthropy

Learn about religious philanthropic traditions and charitable practices in Islam. As one of the largest global religions, and most misunderstood, this timely discussion will provide insight into engaging Muslims in your mission. Position your charity to be more diverse and take a lead in promoting cross-­cultural and inter-religious avenues to enhance your outreach.

Photo of Antonia Makkar

Antonia Makkar

Antonia Makkar is a professional fundraiser with over 10 years experience across the arts and health sectors. Known for her relationship management, she has had success in creating and building major gift programs. As the Manger, Philanthropic Relations at the Baker Heart & Diabetes Institute she is responsible for leading strategy and raising philanthropic gifts of $10K+. Her passion is to raise the culture of philanthropy in Australia.

Sessions

Rebels, Renegades, and Pioneers: You Didn’t Say That!? - Challenging Fundraising Discussions

Everyday in nonprofits all over the world, fundraisers face challenging conversations - with colleagues, board members, donors, and leaders. We will talk about why fundraising is sometimes seen by us and others as the “F” word. Let’s discuss how to stand loud and proud about our work and profession. Join us in an open conversation about how to be your best self, provide a pathway for the next conversation and not walk away.

Photo of Jim McBride

Jim McBride

Jim has more than 30 years of fundraising, marketing, and communications experience. Prior to ALRP, Jim worked with The Ideas Group, an integrated communications firm, with Poppe Tyson Interactive, Breene Kerr Productions, and Design Media. Jim’s non-profit experience includes UCSF AIDS Health Project and Shanti Project. Holding a BA from Penn State and a Development Director certification from USF’s Institute for Non Profit Management, Jim served on the AFP Diversity & Inclusion Committee from 2010-2015.

Sessions

Tips & Tricks to Make Your Small Shop Bigger Faster

You work in a small, or one person, shop, and you have to do it all. How can you grow your small shop? How can you grow it faster without sacrificing quality? Walk away with 100 Tips & Tricks from professionals with more than half-a-century of work in small and one-person shops. 100 Tips & Tricks is specifically focused on small shops, and one person shops, regardless of experience level.

Photo of B.Michael McFarland

B.Michael McFarland

B. Michael McFarland is director of development for Foundation for a College Education. He has served in various development capacities for Trinity School, the Chicago Charter School Foundation, the Illinois Coalition for Immigrant and Refugee Rights, Voices for Illinois Children, Benedictine University, the Louisville Youth Choir, and Walden Theatre. He holds a B.A. in drama from The Catholic University of America and toured the U.S. for two years with National Players.

Sessions

Tips & Tricks to Make Your Small Shop Bigger Faster

You work in a small, or one person, shop, and you have to do it all. How can you grow your small shop? How can you grow it faster without sacrificing quality? Walk away with 100 Tips & Tricks from professionals with more than half-a-century of work in small and one-person shops. 100 Tips & Tricks is specifically focused on small shops, and one person shops, regardless of experience level.

Photo of Heather McGinness

Heather McGinness

Heather R. McGinness, CNM, CFRE, is a seasoned nonprofit executive and AFP Master Trainer. She is experienced in several areas of the philanthropic sector, including higher education, human services, associations, and faith-based and international relief and development organizations. She currently serves as vice president of advancement at Concordia College New York. With over 19 years of nonprofit experience, she has an extensive background in leadership and management, fundraising, marketing and communications, grant-seeking, and strategic planning and analytics.

Sessions

Are You prepared to Let Your Donors Push You Around?

Best-practice wisdom in fundraising says you should always put the interests of your donor first. But can donor-centrism go too far? Based on new research conducted by Rogare, this session explores potential abuses of the power dynamic in donor-fundraiser relationships (namely, "donor dominance" such as mission creep or inappropriate behavior) and how fundraisers can deal with this.

A Critical Look at Fundraising in the United States

Rogare, the Critical Fundraising think tank, has released the third of its international Critical Fundraising reports focused on trends in the profession within the United States. Join this panel discussion to discuss the findings on current trends in fundraising and their impact on our work. These international reports focus on the biggest opportunities in the sector and offer critical analysis into what fundraisers can do to improve their impact and focus.

Photo of Kathy McNeill

Kathy McNeill

Kathy McNeill serves as the Senior Director of Annual Giving Programs at Trinity University. She started her career in fundraising when she was hired as a phonathon student caller in 1992. Kathy has enjoyed a variety of roles within development, advancement services and alumni relations at her alma mater Stephen F. Austin, Texas A&M University-Corpus Christi, SAMMinistries and the San Antonio Children's Hospital.

Sessions

Growing Your Giving Day

We’ve left our goals in the dust for 3 consecutive years! Join development and marketing staff from Trinity University to learn how we’ve grown our 24-Hour Challenge, and how we’ve worked together to build on our successes! We’ll provide tips on how we created challenges that engaged alumni and students.

Photo of Ann-Marie Meacham

Ann-Marie Meacham

Ann-Marie Meacham has 15 years of experience in the nonprofit sector and has raised more than $8 million for various causes near and dear to her heart. She has a master's degree in public administration and received her CFRE in 2016. Currently, Ann-Marie is a fundraising consultant and enjoys work as an interim executive or development director, helps nonprofits raise major gifts and develop strategic and fundraising plans. She loves helping nonprofits raise the money of their dreams. Ann-Marie proudly served as President of the AFP Silicon Valley Chapter in 2016, and looks forward to rejoining the board of directors as Treasurer in 2018. In 2018, she was named as one of Silicon Valley Business Journal's Women of Influence.

Sessions

Introverts Unite: Unleashing the Hidden Fundraising Talents of the Most Undervalued People in the Room

The stereotypical fundraiser is an effervescent, charming, and outgoing individual. But introverts can and do succeed just as well as extroverts. Based on our learnings, we will share with you tips, gems, and resources to help you lean in to your strengths and thrive in a space where you may be undervalued. Join us in 2019 for a more interactive session with new information to help you on the path to success as a fundraiser.

Photo of Anne Melvin

Anne Melvin

Anne T. Melvin, J.D., is the director of training and education at Harvard University, where she specializes in teaching effective front-line fundraising techniques. She speaks regularly around the country to professional groups and hosts development trainings for nonprofits through her private practice, ATM Consulting. Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.

Sessions

Effective Cultivation Techniques: The Ties that Bind

Effective, strategic cultivation distinguishes an outstanding performer from a solid fundraiser. Are these skills firmly in your wheelhouse? In this session, we'll explore the multiplicity of things you can do to engage and inspire your prospects. From creative engagement moves to asking probing questions that get at the heart of what gets a prospect’s juices flowing, this session will help you expand your repertoire of effective donor cultivation strategies.

Better Feedback makes Better Managers

Giving feedback is an essential skill for every manager, but it’s often neglected in fundraising shops. Good feedback is a matter of three things: understanding what makes us uncomfortable, learning some easy-to-implement rules for giving it, and follow through. We’ll explore all three and have a chance to practice it in a safe and non-threating environment. Better feedback means better managers, more trust in the office, and a happier staff all around.

Photo of Ken Miller

Ken Miller

Ken Miller is the president and founder of Denali Fundraising Consultants, a nonprofit fundraising and management consulting company located in Anchorage, Alaska. Ken began fundraising in 2010 and became a consultant in 2014. Ken was awarded his CFRE in 2016, became a AFP Master Trainer in 2017 and was a member of the 2017 AFP Intl Board of Directors. He presently serves on the AFP Committee on Directorship.

Sessions

Rebels, Renegades, and Pioneers: You Didn’t Say That!? - Challenging Fundraising Discussions

Everyday in nonprofits all over the world, fundraisers face challenging conversations - with colleagues, board members, donors, and leaders. We will talk about why fundraising is sometimes seen by us and others as the “F” word. Let’s discuss how to stand loud and proud about our work and profession. Join us in an open conversation about how to be your best self, provide a pathway for the next conversation and not walk away.

Photo of Ben Miller

Ben Miller

Benjamin Miller is a consummate entrepreneur drawing upon degrees in mathematics and systems engineering to advance database marketing in the non-profit industry. Ben Miller is the Chief Analytic Officer at DonorTrends, and has helped raise hundreds of millions of dollars from millions of donors over his career. Ben also serves on the Research Council for the AFP and is a member of the Growth in Giving Initiative.

Sessions

"How to Use AFP's Donor Giving Data to Improve Your Fundraising Results"

AFP's research results reveal details on how fundraising revenues have demonstrated a growth in giving at the same time as donor participation continues to decline. These data provide usable benchmarks and guidelines to all nonprofits for comparative analysis on how to increase their fundraising effectiveness.

Photo of Nancy Mosley

Nancy Mosley

Nancy Mosley, CFRE, has more than 25 years of fundraising experience with both large and small organizations. She received her CFRE certification in 2000. Nancy has been a major-gift fundraiser for Baylor College of Medicine in Houston for the last 13 years and was part of the $1 billion Best Minds, Best Medicine campaign.

Sessions

Capital Campaign Games: How will You Face the Challenges?

Dive into this hands-on session to learn what you absolutely need for capital campaign success. We will work in teams navigating "campaign surprises," and using a limited number of tools and your own unlimited creativity, you'll compete to bring your campaign to a successful conclusion. Learn about real-world examples of success in the face of adversity.

Photo of Rachel Muir

Rachel Muir

Rachel has worked every side of the Rubik’s cube that is the nonprofit sector. 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. Her career spans running successful nonprofits, leading an online fundraising consulting practice and managing major gift portfolios. Today Rachel delivers keynotes, custom trainings and board retreats that transform people into confident, successful fundraisers.

Sessions

Digital Envy: Showcasing the Best of Digital Fundraising

We're firing up 60 slides featuring the very best digital fundraising examples from nonprofits like yours. This session will inspire and equip you with concrete tactics you can implement in your next digital fundraising campaign. We’ll explore great content, unique thinking, and delightful design through emails, websites, online advertising, donation pages, videos—and anything else that increases online donations.

Photo of Amber Nathan

Amber Nathan

Amber Nathan has worked in consumer insight research for over 15 years. After graduating in psychology, she began her career on the corporate side of market research, working on brand development, new product development, and advertising planning for commercial, charity, and public-sector brands. In 2004, she joined Bluefrog, and now as head of research, she regularly conducts studies that explore the psychology of giving and its application to fundraising for charity clients.

Sessions

The Fundraiser's Guide to Mid Level Donors

Do you know what midlevel donors actually want? Or why some of them will refuse to read your appeals yet still give? Presenting case studies and research from the U.K., Canada, Australia, Japan, and the U.S., we'll tell you what turns them on and off. In this session, you’ll see firsthand what donors really need from fundraisers and learn how you can give donors just what they need to do more.

Photo of Sarah Nathan

Sarah Nathan

Sarah K. Nathan, Ph.D. is Associate Director of The Fund Raising School, the nationally renowned professional training program for fundraising practitioners. As a true pracademic, she supports faculty and curriculum development while engaging in research about the fundraising profession. Dr. Nathan holds the MA and PhD in philanthropic studies from the Indiana University Lilly Family School of Philanthropy.

Sessions

Through the Looking Glass: Articulating Your Identity as a Professional Fundraiser

Fundraisers claim that their work is professional; however, debate continues about the occupation's status. In this interactive session, participants will examine models of professionalism and articulate their identity as professional fundraisers. The facilitators will draw on national research about fundraisers to shape the conversation. Attendees will develop a framework for understanding professional identity; review national research about fundraisers and place it within their own experience; and formulate a stance as fundraising professionals.

Photo of Paul Nazareth

Paul Nazareth

Paul Nazareth is vice president of education and development at the Canadian Association of Gift Planners (CAGP). Paul has worked with CanadaHelps, Scotiabank, the University of Toronto, and the Catholic Church of Greater Toronto. He teaches in the postgraduate fundraising program at Georgian College; is chair of the Advisory Committee for Humber College's postgraduate fundraising program; speaks on topics including online, major, and planned giving; and has been featured in The Globe and Mail and Forbes.

Sessions

Storytelling in the Real World

“For sale: baby shoes, never worn.” This could be the shortest story Ernest Hemingway ever told. As a fundraiser, your stories needn’t be long. But: You. Must. Tell. Stories! In this session, you will get right to the heart of why storytelling matters in fundraising.  Join these professional storytellers and channel your inner Hemingway!

Photo of Wayne Olson

Wayne Olson

Wayne Olson is an author of three books and writes for Crescendo Interactive. He has also written for AFP's Advancing Philanthropy and Planned Giving Today. He has served fundraising roles for Universities, hospitals and social services. Wayne is an internationally sought-after speaker on donor relations, planned giving and as a motivating speaker. Wayne's fourth book (on board development) should be out by the Conference.

Sessions

The Disney Difference - Newer, Greater, Better Ways of Wowing Donors and Exceeding Goals

There's one corporation that sets the standard for brand loyalty and customer satisfaction: the Disney Company. Attendees will learn how we can apply Disney-like techniques to fundraising. If you have heard Wayne speak before on Disney, this session will include all new material, both from his book The Disney Difference, and from research since its publication. We will learn practical things we can do to make our organizations more like Disney and achieve Disney-like results.

Photo of Una Osili

Una Osili

Una Osili is the director of research at the Indiana University Lilly Family School of Philanthropy and a professor of economics and philanthropic studies at Indiana University–Purdue University Indianapolis (IUPUI). Una leads the school’s research projects, including Giving USA and the Philanthropy Panel Study, and frequently speaks around the world on trends in philanthropy. She earned her B.A. in economics at Harvard University and her M.A. and Ph.D., both also in economics, at Northwestern University.

Sessions

Was the Fear Warranted? A Glimpse Into the Early Effects of the Tax Policy Changes

The 2017 Tax Cuts and Jobs Act has now been in effect for a full year. Was the concern among many nonprofit organizations that charitable giving would decrease warranted? Join us for a first glimpse into how the policy changes have affected charitable giving (if at all). We will also explore unexpected effects in addition to discussing the current policy landscape at both the national and state levels.

Photo of Pam Owens

Pam Owens

Pamela Benson Owens has been an entrepreneur for more than 20 years. In January 2018, she was presented with a unique opportunity to continue work that is meaningful to her. Pam joined forces with FB Consulting and now serves as its vice president of business development. For many years, Pam has toured, delivering customized presentations, interactive trainings, and leadership programs focused on the importance of nonprofit best practices, intentional leadership, and proactive HR practices.

Sessions

Your Money is Tight Because Your Staff Isn't Right

There is nothing more challenging than not having the right staff in place. One person on a team can tip the scales toward negativity and leave a leader spending valuable time managing staff liabilities instead of focusing on raising money and furthering the mission of the organization. In this session, you'll learn practical steps and strategies to address staffing barriers, leaving you with time to raise epic dollars.

Photo of Jennifer Oyer

Jennifer Oyer

Jennifer Oyer, CFRE, is the chief development officer for The Salvation Army, overseeing organizational and strategic management and fund development. She is responsible for raising $7 million annually. Jennifer plans, directs, coordinates, supervises, monitors, and evaluates the day-to-day operations of all development functions for the division, including direct-mail appeals, government and corporate foundation grants, the capital campaign process, media relations and digital media, planned giving, major gifts, research, divisional advisory boards, and donor database administration.

Sessions

The Five Strategic Planning Tools That Lead to Fundraising Success!

Want to keep sane in the insane day-to-day fundraising world? No matter how small or large your organization is, you need a comprehensive, well-written fundraising plan. Studies show that having a strategic plan sets the vision, answers the “why,” and leads to amazing success. This session will help you develop a strategic planning process that is practical, productive, and meaningful. You'll also learn about leadership tools you can utilize to raise more money and effectively serve your organization.

Photo of Tara Pak

Tara Pak

Since joining PATH in 2017, Tara Pak, Director of Grants, leads the agency’s statewide foundation and corporate grant strategy, and oversees Los Angeles’ public-private partnerships and robust government funding. Tara and her team pursue institutional giving opportunities across California, growing and sustaining our mission-driven work. With eight years of experience, Tara has helped raise $19M to support the region’s social sector. She earned her bachelor’s degree in literary journalism from the University of California, Irvine.

Sessions

5 Must Haves for Your Funder Site Visit

Making an impression on a foundation program officer is the last step to secure your funding. Nonprofit agencies both dread and look forward to hosting a funder. Come learn tips and tricks on how to prep for a site visit and make the most of the sit-down meeting.

Photo of Holly Paulin

Holly Paulin

Holly has spent her entire professional career as a fundraiser. Some of the cool things she’s done include running national events, managing the transition to a new database, closing a 7-figure gift, managing a student calling program, supporting volunteers in local events, and analyzing countless spreadsheets (yes, that is cool, don’t @ me). Since joining the Agents of Good 7 years ago, she’s also added becoming a self-professed Direct Mail Nerd to that list. Holly is a graduate of Humber College’s Fundraising program and holds a BSc from Mount Allison University. She’s passionate about telling emotional stories that inspire donors to take action, sharing her experience with fellow fundraisers, and the proper use of em dashes.

Sessions

Pay No Attention to that Woman Behind the Curtain! DirectMail in The Land of Oz

Let’s take a peek behind the curtain of the Great and Powerful Direct Mail, where the fundraising dreams that you dare to dream really do come true! We’ll avoid flying monkeys and poppy fields and instead focus on the best steps to follow along the Yellow Brick Road to the Emerald City of Direct-Response Results. Our journey will give you the brains, heart, and courage to improve your direct-mail program—ruby slippers optional!

Photo of Marianne Pelletier

Marianne Pelletier

Marianne Pelletier has over 30 years of experience in prospect research, prospecting, and analytics. A pioneer of nonprofit donor modeling, Marianne has run successful annual giving and research departments and consulted with a variety of clients. A graduate of Rockford University and Southern New Hampshire University, Marianne has lectured on analytics, prospecting, and research topics. She is the author of Building Your Analytics Shop: A Workbook for Nonprofits.

Sessions

The Analytics Journey Throughout Your Campaign

A data-driven campaign requires information, from the planning stage to the after-campaign forensics. In this session, we'll review analytics throughout a campaign: feasibility, prospecting, forecasting the annual fund, prospecting, a data-driven gift table, gap analysis, dashboards, and post-campaign analysis.

Ligia Pena

Ligia Peña, CFRE, is the global legacy manager at Greenpeace International. For the past 15 years, she has been working with organizations with specialties including mental health, environmental education, and at-risk youths, in addition to international NGOs. Working on all aspects of fundraising, communications, and management, her true passion has always been to empower small nonprofits to be strong and resilient.

Sessions

Rebels, Renegades, and Pioneers: Let’s Talk about the Elephant in the Room: Mental Health and the Non-profit Sector

Between long hours, low wages, leadership challenges, and highly stressful environments, non-profit work may be contributing to mental health challenges. This session will explore what it’s like to live and work with mental illness, the fear of disclosure, creating safe spaces for those who are suffering, educating colleagues and so much more.

Photo of Chris Perry

Chris Perry

Chris Perry is the managing director of corporate partners at Children’s Miracle Network (CMN) Hospitals, where he has worked for the past four years. He is responsible for co-managing a $190 million corporate partnership fundraising team that includes Marriott International, Costco, and Delta Air Lines. Before joining the CMN Hospitals team, Chris worked for 18 years in the for-profit and nonprofit sectors, focusing on the fields of animal welfare, medical publishing, and children's hearing impairment devices.

Sessions

Use the New 2019 Corporate Social Responsibility Trends to Win More Sponsorships

We asked 150 corporate social responsibility (CSR) experts about trends in their sector and came up with the CSR trends for 2019, direct from the people making the decisions about which causes to partner with and why. In this session, we'll break down these trends so you can acquire, maximize, and renew corporate sponsors while significantly increasing funds raised through sponsorships and corporate partnerships.

Photo of Gail Perry

Gail Perry

Gail Perry is an international fundraising consultant, keynote speaker, and philanthropy leader. Her "Fired-Up Fundraising" approach has helped organizations raise hundreds of millions in major and campaign gifts over the past 30 years. Gail was recently named one of America’s "Top Fundraising Experts," and her best-selling book, Fired-Up Fundraising: Turn Board Passion into Action (Wiley/AFP), has been called the “gold standard guide to building successful fundraising boards.” Gail leads board workshops and speaks at conferences internationally.

Sessions

Storytelling for Board Members: The Key to Unleash New Energy and Commitment

Did you know that when board members share their own stories amazing things happen? It's awesome to see board members suddenly come alive when they start passionately sharing why they support your work. In this session, you’ll discover five ways that storytelling can activate your board's enthusiasm and energy. And you’ll learn how to set up five simple exercises that will help board members talk authentically, coherently, and effectively about your work. They'll have fun too!

Photo of James Phelps

James Phelps

A past member of the AFP Board of Directors, past president of AFP Oregon & SW Washington Chapter, and current member of the AFP Fundraising Board, Phelps has served on AFP’s IDEA Committee since 1999. He has presented for AFP ICON, Willamette Valley Development Officers, Nonprofit Network Southwest Washington, and multiple chapters of AFP. He earned his ACFRE and started his consulting firm, JKP Fundraising, LLC iin 2011.

Sessions

Tips & Tricks to Make Your Small Shop Bigger Faster

You work in a small, or one person, shop, and you have to do it all. How can you grow your small shop? How can you grow it faster without sacrificing quality? Walk away with 100 Tips & Tricks from professionals with more than half-a-century of work in small and one-person shops. 100 Tips & Tricks is specifically focused on small shops, and one person shops, regardless of experience level.

Photo of Mark Phillips

Mark Phillips

Mark Phillips is the managing director of Bluefrog Fundraising. He has decades of experience in direct marketing, legacy and midvalue fundraising, digital fundraising, and research into understanding what makes donors tick. He has proudly been described as "offering tough love to the sector." Everything Mark does is driven by responding to what donors actually need from charities. He works and regularly presents in the U.K. and internationally. Mark loves fundraising and shares his thoughts and ideas at queerideas.co.uk.

Sessions

The Fundraiser's Guide to Mid Level Donors

Do you know what midlevel donors actually want? Or why some of them will refuse to read your appeals yet still give? Presenting case studies and research from the U.K., Canada, Australia, Japan, and the U.S., we'll tell you what turns them on and off. In this session, you’ll see firsthand what donors really need from fundraisers and learn how you can give donors just what they need to do more.

Marc Pitman

An international nonprofit organizational development consultant and fundraising trainer, Marc A. Pitman is the author of Ask Without Fear! and founder of FundraisingCoach.com, a website dedicated to practical ideas for fundraising more effectively. Because of his dynamic trainings, Marc is invited to speak to organizations like Blackbaud’s Conferences for Nonprofits, Habitat for Humanity International, the New England Association for Healthcare Philanthropy, the Association of Fundraising Professionals, and even the International Bowling Expo.

Sessions

A Critical Look at Fundraising in the United States

Rogare, the Critical Fundraising think tank, has released the third of its international Critical Fundraising reports focused on trends in the profession within the United States. Join this panel discussion to discuss the findings on current trends in fundraising and their impact on our work. These international reports focus on the biggest opportunities in the sector and offer critical analysis into what fundraisers can do to improve their impact and focus.

Photo of Nancy Racette

Nancy Racette

Nancy Racette is the co-founder and COO of DRi, an executive search and development consulting firm that has placed more than 400 leaders—including 75 chief executives—at local, national, and international nonprofits. She is a Board member of the YWCA-USA. Nancy co-founded DRi in 2001 after leading successful fundraising and communications programs at the American Red Cross and Girl Scouts of the USA. She earned her B.A. at Boston University and the CFRE credential in 1996.

Sessions

How do Great Fundraisers Become Great Managers?

Do fundraisers make good managers? Few organizations offer extensive support for the transition into a management role, but for fundraisers in particular, the shift can be challenging: from a frontline role doing your individual best to a behind-the-scenes role orchestrating competitive development professionals to act as cohesive teams. And, can you do and be both a good fundraiser and a good manager? We will provide tips and tools to help both individuals and organizations succeed.

Photo of Allison Ramchuk

Allison Ramchuk

Allison Ramchuk, CFRE is a creative collaborator who finds tremendous joy in matching people’s passion with purpose for the social good of community. In her 14 years’ of fundraising Allie has helped organizations raise $18 million for projects ranging from College trades and finical aid to healthcare innovation and research. She has become an expert on strategic giving programs, innovative collaboration and philanthropic advising for individual philanthropists. She enjoys sharing her experiences with colleagues internationally and is currently a Director of Philanthropy at KGH Foundation in Kelowna BC.

Sessions

Friends with Benefits – Could Conscious Coupling be the New Future of Fundraising?

In 2017 the KGH Foundation announced they would join the Canadian Mental Health Association – Kelowna in a multi-million dollar fundraising campaign to open an integrated youth clinic that would radically shift access to care for youth struggling with mental illness and substance issues. The ‘marriage’ between the two seemed like a match made in heaven. Their ‘baby’ a campaign named, ‘Not Alone’ was embraced by the community, and the goal was achieved in just 7-months.

Photo of Amber Rangel

Amber Rangel

Amber R. Rangel is a Chicana and native of Houston. Volunteering as a child shaped her passion for empowering communities, and she understood the need for professional skill-building early on in her life. Currently, Amber utilizes her business background for the Nonprofit Leadership Alliance at her alma mater, the University of Houston, which involves training undergraduate students to become better professionals and leaders while they seek the nonprofit management certification and Certified Nonprofit Professional credential.

Sessions

Who Can I Run To? Building Your Mentor Network.

In today’s professional fundraising world, individuals are creating networks of mentors to impact their professional, personal, and social/peer growth. From two growing fundraising professionals, participants will learn how to develop a strong and efficient network of mentors. The dimensions of mentorship, tips on how to acquire a mentor, and current technology and trends in mentorship will be discussed.

Photo of Doug Rankmore

Doug Rankmore

Doug received his BA and MA degrees in community psychology and began his career in 1983 creating a comprehensive research program at the Ontario March of Dimes. Doug has developed a broad view of healthcare policy, funding and service delivery working as a researcher, consultant and senior manager across a wide variety of service sectors. As CEO of the Kelowna General Hospital Foundation, Doug has used his experience to catalyze the community around the work of the hospital using non-traditional strategies to create 7 capital campaigns in 7 years totaling $66 million.

Sessions

Friends with Benefits – Could Conscious Coupling be the New Future of Fundraising?

In 2017 the KGH Foundation announced they would join the Canadian Mental Health Association – Kelowna in a multi-million dollar fundraising campaign to open an integrated youth clinic that would radically shift access to care for youth struggling with mental illness and substance issues. The ‘marriage’ between the two seemed like a match made in heaven. Their ‘baby’ a campaign named, ‘Not Alone’ was embraced by the community, and the goal was achieved in just 7-months.

Photo of Robert Rivard

Robert Rivard

Robert Rivard is a longtime, award-winning journalist and the founder, Publisher and Editor of the Rivard Report, a nonprofit local news and information site that informs and connects engaged citizens in San Antonio.

Sessions

Amplifying Your Storytelling…Harnessing the Power of Media for Social Good

Emerging media trends create opportunities to combine storytelling with advocacy. Learn from panelists including from an online digital news publisher, and the president of a top 20 community foundation and the co-founder of a nonprofit media startup. How are they creating a voice for the nonprofit sector, and how can you deploy these ideas in your own community?

Photo of Ann Rosenfield

Ann Rosenfield

Ann Rosenfield, MBA, CFRE is an award-winning professional who has been helping donors, volunteers, Boards, and neighbours make good decisions about charity for over 20 years. She also serves as the Editor of Hilborn Charity eNews, Canada's weekly source for sector news. Her professional volunteer leadership service includes over 8 years with Imagine Canada and over 20 years with the Association of Fundraising Professionals. In her spare time, she serves as Board Secretary of Rainbow Railroad.

Sessions

Is the idea of charity getting in the way of change?

Charity? Philanthropy? What about justice? What about community? Does the concept of charity create as many problems as it solves? By examining other giving traditions, you will be challenged to consider whether the traditional model of charity is self-defeating.

Photo of Bernard Ross

Bernard Ross

Bernard Ross is the director of a consultancy working worldwide for ethical organizations. He is the author of a number of books, including one on behavioral economics with Omar Mahmoud, head of knowledge at UNICEF. Bernard has created global strategies for the Red Cross, Amnesty International, Doctors Without Borders, and UNICEF. He’s raised money to refurbish the Eiffel Tower, to house the world’s largest dinosaur in Argentina, and to save the last 800 great apes in Africa.

Sessions

The New Science of Fundraising: Neuroscience, Behavioral Economics, and Fundraising

Do you know the principles of behavioral economics and neuroscience but are struggling to apply them? This advanced session will take you deeper into the profound fundraising implications of the work that has won two recent Nobel Prizes for research in human behavior. We'll show you how to actually apply this profound work to your fundraising through global examples from UNICEF, Amnesty International, Greenpeace, and others. You'll also have the chance to tackle your own challenges!

The Case for Support Playbook: Using Unexpected Stories and Sticky Ideas to Engage Supporters

Throw away the overused cookie cutters so often used to develop cases for support. This engaging and challenging session will show you a new, radical approach to developing a powerful case for support using the playbook format, one that can be adapted to the psychological profile of each individual supporter or donor. During this session, you'll have the chance to hear about how this format has worked for others—and apply it yourself.

The Power of Strategy Maps to Transform Fundraising (on a single sheet of paper)

This workshop will introduce you to the latest version of the balanced scorecard methodology: strategy maps. Radically different from other cookie-cutter fundraising models, this approach offers you profound insights into your "fundraising business model," explaining both what you want to achieve and how you will achieve it. This can be displayed on a single sheet of paper, making your plan easy to understand and explain to boards, staff, and major donors.

Photo of Claire Routley

Claire Routley

Dr Claire Routley has worked in fundraising for over fifteen years, for charities large and small. In 2011, she completed a PhD looking at why people choose to leave charitable legacies. She is now a fundraising consultant, a tutor for the Institute of Fundraising’s qualification courses and a research fellow at Plymouth University’s Hartsook Centre for Sustainable Philanthropy. She is also a member of Rogare’s international advisory panel, and was named AFP’s emerging scholar 2017.

Sessions

Using Storytelling in Planned Giving – New Findings on Storytelling and Gifts in Wills

Dr. Routley and Dr. James report the latest findings on bequest decision-making from their neuroimaging, experimental, and qualitative research. They review research evidence behind story-telling, how and when to tell stories in bequest fundraising, and share examples of the most effective stories used in legacy fundraising practice. The session finishes with a discussion of real world practical implications for attendees and how to use storytelling in your own legacy fundraising practice.

Photo of Kirsten Schachter

Kirsten Schachter

An Australian who has built her career in America, Kirsten Schachter is a veteran fundraiser with a background in the arts, education, social agencies, and healthcare. Over the course of her career, Kirsten has been an integral part of both smaller and major development operations, including serving as assistant vice president of development in Baylor College of Medicine’s $1 billion Best Minds, Best Medicine capital campaign. Kirsten has been providing campaign counsel to Dini Spheris’ clients since 2017.

Sessions

Capital Campaign Games: How will You Face the Challenges?

Dive into this hands-on session to learn what you absolutely need for capital campaign success. We will work in teams navigating "campaign surprises," and using a limited number of tools and your own unlimited creativity, you'll compete to bring your campaign to a successful conclusion. Learn about real-world examples of success in the face of adversity.

Photo of Genevieve Shaker

Genevieve Shaker

Genevieve G. Shaker, Ph.D., is an associate professor of philanthropic studies at the Indiana University Lilly Family School of Philanthropy at Indiana University–Purdue University Indianapolis (IUPUI). She was an advancement officer for 20 years, most recently serving as an associate dean for development and external affairs for the Indiana University School of Liberal Arts. She is the associate editor of the journal Philanthropy & Education and received AFP's Emerging Scholar Award in 2015.

Sessions

Through the Looking Glass: Articulating Your Identity as a Professional Fundraiser

Fundraisers claim that their work is professional; however, debate continues about the occupation's status. In this interactive session, participants will examine models of professionalism and articulate their identity as professional fundraisers. The facilitators will draw on national research about fundraisers to shape the conversation. Attendees will develop a framework for understanding professional identity; review national research about fundraisers and place it within their own experience; and formulate a stance as fundraising professionals.

Photo of Taylor Shanklin

Taylor Shanklin

Taylor Shanklin is Vice President of Marketing at Pursuant -- a full-service fundraising agency helping nonprofits go beyond the ordinary to reach their goals. With over a decade spent serving nonprofits and working in nonprofit technology, Taylor's passion and purpose is to help charitable organizations connect the dots between marketing, technology, and fundraising. She loves coffee and living in Austin, TX with her husband and two children. You can follow her on twitter @tshankcycles.

Sessions

A Critical Look at Fundraising in the United States

Rogare, the Critical Fundraising think tank, has released the third of its international Critical Fundraising reports focused on trends in the profession within the United States. Join this panel discussion to discuss the findings on current trends in fundraising and their impact on our work. These international reports focus on the biggest opportunities in the sector and offer critical analysis into what fundraisers can do to improve their impact and focus.

Photo of Matthew Siegel

Matthew Siegel

Matthew Siegel has over 18 years of experience in fundraising. He is the director of development for the College of Humanities and the Arts at San José State University. His prior experience includes positions at the San José Museum of Art and Sacred Heart Community Service. Matthew is the treasurer of the AFP Silicon Valley Chapter, a graduate of Santa Clara University, and a CFRE.

Sessions

Introverts Unite: Unleashing the Hidden Fundraising Talents of the Most Undervalued People in the Room

The stereotypical fundraiser is an effervescent, charming, and outgoing individual. But introverts can and do succeed just as well as extroverts. Based on our learnings, we will share with you tips, gems, and resources to help you lean in to your strengths and thrive in a space where you may be undervalued. Join us in 2019 for a more interactive session with new information to help you on the path to success as a fundraiser.

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Shari Slattery

Shari Slattery has been bringing communities together in fundraising for over 15 years. Beginning her career at the YMCA of Okanagan she built a successful annual campaign, helped lead a major capital campaign and established a vibrant camp sponsorship program. As Fund Development Manager at CMHA Kelowna, Shari is responsible for engaging individual and corporate giving and is passionate in her role to support mental health initiatives and programs. Shari also sits on the AFP BC-Okanagan chapter as past president.

Sessions

Friends with Benefits – Could Conscious Coupling be the New Future of Fundraising?

In 2017 the KGH Foundation announced they would join the Canadian Mental Health Association – Kelowna in a multi-million dollar fundraising campaign to open an integrated youth clinic that would radically shift access to care for youth struggling with mental illness and substance issues. The ‘marriage’ between the two seemed like a match made in heaven. Their ‘baby’ a campaign named, ‘Not Alone’ was embraced by the community, and the goal was achieved in just 7-months.

Photo of Jennifer Smith

Jennifer Smith

Jennifer Smith is the senior executive director of the Riverview Medical Center Foundation and Bayshore Community Hospital Foundation. As a part of the Hackensack Meridian Health network, she oversees the management of two hospital foundation boards of trustees, as well as the comprehensive fundraising programs for both foundations. Primarily focused on major and leadership gifts, board development, and governance, Jennifer has raised more than $45 million in the past six years for Riverview and Bayshore, two community “sister” hospitals.

Sessions

Major-Gift Cultivation and Stewardship at Special Events: It Can Work! A Case Study

This session will show you how fundraising events can advance major-gift strategies and serve as key tools for cultivating and stewarding your donors and prospects—really!—while increasing their connections with your organization and its mission. Learn from colleagues on both sides of the fence, a development professional and an event planner, about how they work together closely for mutual success.

Photo of Jane Stein

Jane Stein

Jane Stein has 25 years of fundraising experience, with gifts ranging from $1,000 to $10M. As a consultant, Jane provides services to nonprofits, including board and fund development, annual campaigns, major gifts, staff and board retreats, and more. She served as national training chairman for The Jewish Federations of North America for three years and as national major-gifts director for the American Cancer Society's Pilot Program. Jane is a sought after speaker and presenter.

Sessions

The Annual Campaign....Doing it Well and then Doing it Even Better Next Year

Participants in this session will laugh while learning the ABC’s (and secrets!) of Annual Campaigning. Starting at the beginning, this session covers planning, organizing and executing campaigns that will grow from year to year…..and being innovative every step of the way! All participants will leave the session with an executable roadmap for running an Annual Campaign and with a much higher likelihood of meeting all Annual Campaign goals…year after year.

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Ted Sudol

Ted Sudol taps 40 years of cross-disciplinary experiences in philanthropy and fundraising as a consultant, practitioner, lawyer, and executive in the voluntary, public, and private sectors. Currently managing director at Carter, he draws on his roles in arts and culture, healthcare, higher education, and human services at the national, regional, and local levels for an unparalleled perspective on the challenges and opportunities facing nonprofit organizations today. Ted is a Georgetown and Temple Law graduate.

Sessions

Year-In-Review: Spanning the Globe for Recent Court Decisions & Legal Developments in Fundraising & Philanthropy

“A session about court decisions and legislation, administrative rulings and regulations?” How a session at a fundraising conference on legal stuff, presented by a lawyer no less, can be interesting. Prepare to enjoy this journey around the world in 75 minutes to get the low down on important court cases and major legal developments that sometimes create fundraising opportunities for us, but often create headaches. It’s actually the one session you don’t want to miss.

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Amy Sukol

Amy Sukol, CFRE, is Executive Vice President at Lautman Maska Neill & Company. With over 25 years experience in direct response fundraising, Amy has managed virtually every aspect of the direct response process including account management, production and copywriting. Amy has managed programs for a wide variety of organizations including VNSNY, Chesapeake Bay Foundation, DOROT, Northern Westchester Hospital Foundation and many others. She is an active member of DMAW and DMFA.

Sessions

Big Results from Small Shops

They say good things come in small packages. That's definitely the case for these two organizations whose small development departments are boasting big results! In this interactive session, you'll hear from the experts how to leverage a direct response program to maximum effect, transforming it into a feeder track for mid and major giving through partnership, personalization and cultivation. Learn techniques that you can put to work for your organization immediately.

Photo of Barbara Talisman

Barbara Talisman

Barbara Talisman, CFRE is known for her results-oriented, hands-on service to the nonprofit community. She worked on national political campaigns, American Red Cross National Headquarters and NPR before being recruited to work in Australia in 2016. As Director, Principle Gifts at The Royal Children’s Hospital Foundation in Melbourne she is responsible for leading strategy and raising philanthropic gifts of $1M+. Barbara is an AFP Master Trainer and received her CFRE in 2014.

Sessions

Rebels, Renegades, and Pioneers: You Didn’t Say That!? - Challenging Fundraising Discussions

Everyday in nonprofits all over the world, fundraisers face challenging conversations - with colleagues, board members, donors, and leaders. We will talk about why fundraising is sometimes seen by us and others as the “F” word. Let’s discuss how to stand loud and proud about our work and profession. Join us in an open conversation about how to be your best self, provide a pathway for the next conversation and not walk away.

Photo of Sarah Tedesco

Sarah Tedesco

Sarah started out in fundraising, working as a prospect researcher at the Baltimore Community Foundation during college. For the past 10 years, she has worked with nonprofit organizations of every type and size, helping them find the best tools and strategies for their needs. Sarah currently serves as the Executive Vice President for DonorSearch and directly oversees customer service, production and implementation, marketing, and the renewal department. Sarah enjoys working with clients on strategic initiatives

Sessions

Prospect Research and Prospect Management: There is No Silver Bullet!

This presentation will highlight how to identify major gift prospects using easily obtainable data, and it will highlight the latest findings in major giving activity. Attendees will learn the six factors that best predict future philanthropy, and they will also understand how new technology plays into their research and how to identify the best major giving prospects on their prospect/donor lists.

Photo of Meredith Terrian

Meredith Terrian

Meredith has an extensive background in nonprofit development and administration, having previously held positions as grant writer and manager, campaign manager, and chief development officer. She is an active member of the Association of Fundraising Professionals (AFP), and the American Grant Writers Association (AGWA). Meredith volunteers her time on a number of nonprofit boards, and she is currently pursuing her CFRE credential and Masters degree in Nonprofit Administration (MNA).

Sessions

Conquering Imposter Syndrome: Understanding and Demonstrating your Value

Imposter Syndrome occurs when we feel like a fraud- like our successes are undeserved, or the result of luck, timing, or other factors. Recently landed a promotion? Started managing a team? Appointed to lead a project? Ironically, the further you go in your career as a fundraiser, the more opportunities there are for Imposter Syndrome to rear its head. This session will equip you with the skills and tools to thrive as a professional fundraiser.

Photo of Meredith Terrian

Meredith Terrian

Meredith has an extensive background in nonprofit development and administration, having previously held development positions as a grant writer and manager, Development Director, and currently Chief Development Officer. Meredith is an active member of the Association of Fundraising Professionals (AFP), American Grant Writers Association (AGWA), and is preparing for her Certified Fund Raising Executive (CFRE) certification. Meredith serves as an indepent consultant, trainer, speaker, and writer through her company, Allied Development Consulting .

Sessions

Me, Myself, and I: Successfully Running a One-Man Development Shop

“I am the only person in the fundraising shop, and expected to write grants, plan events, AND steward donors- with few resources. The fundraising operation is haphazard at best. Where do I start?” Does this sound familiar? This session will provide you with the tools and techniques you need to develop a comprehensive 90 day plan to prioritize your tasks and timeline to set big goals, hold yourself accountable, and deepen your donor relationships.

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David Tinker

David Tinker, CFRE, FAFP, is vice president of advancement at ACHIEVA and an adjunct professor of informatics in Muskingum University's Master of Information Strategy, Systems & Technology program. An AFP Master Trainer, he received the Outstanding Fundraising Executive Award from the AFP Western Pennsylvania Chapter in 2013. In 2017, he was honored as part of the inaugural class of Distinguished Fellows of AFP.

Sessions

Ethics in the Age of Social Media

In the age of social media, personal and professional boundaries are getting more porous, and it is becoming increasingly difficult to identify a clear line in donor relationships. Using real-life examples, we will help participants understand ethical challenges they may face in social media, which policies should be in place before anything happens, and how to use a decision-making framework to deal with an ever-changing environment online.

Photo of Mazarine Treyz

Mazarine Treyz

Mazarine Treyz has over 10 years of experience in the trenches of fundraising, rising from a development assistant to development director of social services, arts, healthcare, and other organizations. She is the author of three books and 10 e-courses and directs two online conferences, one on fundraising careers and the other on nonprofit leadership. Her popular blog has 50,000 monthly readers.

Sessions

The Blueprint for Fundraising Career Success

Tired of shotgunning fundraising job applications and getting nowhere? What if the problem is your first contact? Maybe it’s your résumé or cover letter. Are you wondering how to make your résumé and cover letter stand out? How can you show your connection to a cause in your cover letter? This is the session you can bring your résumé and cover letter to. We'll edit them together!

Photo of Tanya Tucker

Tanya Tucker

Tanya Tucker is an associate director of direct and digital marketing for the SickKids Foundation in Toronto and is responsible for monthly donor acquisition and early retention. Tanya can be described as enthusiastic, passionate, and analytical. One of her recent accomplishments was a highly successful integrated campaign where awareness marketing and fundraising tactics came together, helping to secure thousands of monthly donors in a highly targeted market.

Sessions

The Secret Sauce That Turned $100 Per Month into $6.5 Million

SickKids Foundation has a robust monthly donor acquisition program. This session will highlight the journey of one monthly donor who went from giving $100 per month to becoming a $6.5 million donor in four yeThe SickKids Foundation has a robust monthly donor acquisition program. This session will highlight the journey of one monthly donor who went from giving $100 per month to becoming a $6.5M donor in four years. We will focus on the identification, cultivation, and stewardship steps that went into this achievement. This session will inspire old and new fundraisers alike and showcase the impact that one donor can have on so many.ars. We will focus on the identification, cultivation and stewardship steps that went into this achievement. This session will inspire old and new fundraisers alike and showcase the impact that one donor can have on so many.

Shelagh Turner

With a Masters degree in Economics and Industrial Relations, and almost 30 years of senior leadership, organizational and community development experience in the social and non-profit sectors, Shelagh is committed to building strong and sustainable organizations that provide valued services to individuals and communities. Under her leadership as ED, CMHA Kelowna has been nationally recognized as for exemplary leadership and innovation in the field of community mental health.

Sessions

Friends with Benefits – Could Conscious Coupling be the New Future of Fundraising?

In 2017 the KGH Foundation announced they would join the Canadian Mental Health Association – Kelowna in a multi-million dollar fundraising campaign to open an integrated youth clinic that would radically shift access to care for youth struggling with mental illness and substance issues. The ‘marriage’ between the two seemed like a match made in heaven. Their ‘baby’ a campaign named, ‘Not Alone’ was embraced by the community, and the goal was achieved in just 7-months.

Daryl Upsall

Daryl Upsall has 29 years experience of successfully founding and managing fundraising, communications and advocacy operations for NGOs in some 48 countries. He is known around the world for his leadership and innovation in fundraising. As International Fundraising Director for Greenpeace International, based in Amsterdam for seven years, he was responsible for turning around Greenpeace’s global income, doubling the global net income whilst raising more than $1 billion for the environment in the process. It was at this time his team invented Face to Face Fundraising in Austria before rolling it out across 26 countries. He started raising funds online in 1994 and is recognized as a world expert on integrating new media in fundraising, campaigning and communications. He comple

Sessions

Rebels, Renegades, and Pioneers: From Making Waves to Creating A Tsunami of Change

Today protest movements around the world are not only making waves but creating a tsunami for social change and most need fueling by fundraising and driven by mass social engagement. What are we doing to encourage a new generation of changemakers to pioneer new tools that not only raise funds for social causes. In this session we will question if fundraising has “gone soft” rather than tackling the root causes of social justice?

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Cynthia Uviedo

Cynthia Uviedo serves as the Director of Annual Giving Programs at Trinity University. She has previously managed the university’s reunion and student giving programs. She also started the university’s donor relations program. Cynthia has 16 years of experience in fundraising and served as the President of the San Antonio AFP Chapter in 2012. She has a bachelors in communication from Trinity University and a master of public administration from the George Washington University.

Sessions

Growing Your Giving Day

We’ve left our goals in the dust for 3 consecutive years! Join development and marketing staff from Trinity University to learn how we’ve grown our 24-Hour Challenge, and how we’ve worked together to build on our successes! We’ll provide tips on how we created challenges that engaged alumni and students.

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Jennifer Van Noort

Jennifer Van Noort, CFRE, is vice president of philanthropy and leadership giving at The Ottawa Hospital Foundation, providing support for critical care and advanced research for patients at The Ottawa Hospital. Jennifer has spent nearly 20 years in the charitable sector and was honored with AFP Ottawa’s 2017 Outstanding Fundraising Professional Award. She serves on the AFP Ottawa board and has distinguished herself as an enthusiastic fundraiser with a passion for advancing the fundraising profession.

Sessions

Storytelling in the Real World

“For sale: baby shoes, never worn.” This could be the shortest story Ernest Hemingway ever told. As a fundraiser, your stories needn’t be long. But: You. Must. Tell. Stories! In this session, you will get right to the heart of why storytelling matters in fundraising.  Join these professional storytellers and channel your inner Hemingway!

Abbie von Schlegell

Abbie von Schlegell has been in the development field for over 40 years. She has held key major gifts positions at Stanford University, The University of Chicago, and was Chief Development Officer for the Shakespeare Theatre Company and for Enterprise Community Partners. Her extensive nonprofit experience includes capital campaigns, major gifts programs and volunteer and staff training. She heads her own firm, based in western Massachusetts, and is a Certified Governance Trainer with BoardSource.

Sessions

Prospect Research and Prospect Management: There is No Silver Bullet!

This presentation will highlight how to identify major gift prospects using easily obtainable data, and it will highlight the latest findings in major giving activity. Attendees will learn the six factors that best predict future philanthropy, and they will also understand how new technology plays into their research and how to identify the best major giving prospects on their prospect/donor lists.

Photo of Cindy Wagman

Cindy Wagman

Cindy Wagman spent 15 years as an in-house fundraiser at organizations large and small before founding The Good Partnership, a boutique fundraising firm focusing on small nonprofits. She has worked in social justice, health, arts, and education organizations, and she has overseen and executed everything from annual campaigns to multimillion-dollar gifts. Cindy became a CFRE in 2009 and received her MBA from the Rotman School of Management at the University of Toronto in 2013.

Sessions

Small Shop Survival Guide: How to Build a Thriving Fundraising Program Alone(ish)

Overwhelmed with fundraising ideas, research, and best practices? Not sure how to apply it all in your own small nonprofit? In this session, you'll learn how to focus your energies, build meaningful relationships to help you fundraise, and develop tools to help you thrive, all while balancing the workload and realities of being the only person formally responsible for fundraising in your organization.

Photo of Mary Walter-Brown

Mary Walter-Brown

Mary launched the News Revenue Hub in 2016 to help news organizations achieve greater financial sustainability. Prior to founding the Hub, Mary was the Publisher/COO of Voice of San Diego. During her seven-year tenure, she spearheaded the creation of VOSD’s membership program and grew the organization’s annual revenue by nearly $1 million.

Sessions

Amplifying Your Storytelling…Harnessing the Power of Media for Social Good

Emerging media trends create opportunities to combine storytelling with advocacy. Learn from panelists including from an online digital news publisher, and the president of a top 20 community foundation and the co-founder of a nonprofit media startup. How are they creating a voice for the nonprofit sector, and how can you deploy these ideas in your own community?

Photo of Brock Warner

Brock Warner

Brock Warner is an active AFP member and a past presenter at AFP Toronto’s Fundraising Day and Congress, as well as at Digital Leap, MyCharityConnects (CanadaHelps), and other similar industry conferences. Brock works in step with international trends, recently attending IFC 2017 in Holland, and he's an active participant in industry benchmarking groups focused on monthly giving and planned giving. In 2017, Brock attended the Banff Centre’s “Leading by Design” master class on design thinking theory and application.

Sessions

Better By Design: Practical Advice for Applying Donor-Centric Design Thinking

Design thinking has been a game changer in agencies and startups for over a decade. Fundraisers can—and should—be applying the same process to their fundraising, but we’ve been slow to adopt it. This session will provide an overview of design thinking (Empathize – Define – Ideate – Prototype – Test) with real-life examples. We’ll delve into what will work when you get back to the office, what won’t, and how to spot opportunities for innovation in your organization.

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Sarah Willey

Sarah Willey is the Director of Development and Community Outreach at Great Rivers Environmental Law Center and is on the Board of Directors of AFP’s St. Louis Regional Chapter. Sarah has a Master’s in Nonprofit Management through Washington University in St. Louis and extensive volunteer and board experience.

Sessions

Young Professionals and Junior Boards: Beyond the Kid’s Table to Meaningful Engagement

Is your organization searching for new ways to leverage the passion, energy, and perspective of Millennials and up-and-coming young professionals? A junior board, young professionals, or young friends circle could harness that energy to further your mission. As young professionals with experience both as members and staff managers of these groups, we will lead you through the questions to ask before you begin and tips for successful, meaningful engagement with your younger supporters.

Photo of Tycely Williams

Tycely Williams

As chair of AFP’s Women’s Impact Initiative (WII), Tycely Williams, CFRE, has inspired individuals and institutions to invest more than $84 million in charitable causes. Currently, she serves as vice president of development for YWCA USA. Over the past 20 years, Tycely has advanced philanthropy at the American Red Cross, the YMCA of Metropolitan Washington, and four human services organizations. She is a past president of the AFP DC Chapter.

Sessions

In the Age of Wonder Woman, Why Do Men Still Rule Philanthropy?

Barriers to equitable salaries and advancement to C-level leadership positions persist for women in our field, even though they comprise 70 percent of all fundraising professionals. Join us for an open, candid exploration of hidden prejudices, sexual harassment, and other obstacles to gender equity in the workplace. Come prepared to engage in a lively, provocative discussion about what we as advanced professionals can do to create more equitable cultures and climates for women.

Photo of Shawn Wills

Shawn Wills

Shawn Wills, CFRE, currently serves as Senior Vice President - Development for Dallas Women’s Foundation, which is the largest regional women’s fund in the nation. In this role, Shawn oversees all aspects of fundraising, stewardship and communications for the Foundation. Prior to this role, Shawn previously served as the chief development officer for CitySquare,where she

Sessions

The Color of Money

Philanthropy is shifting, and as our communities continue to become more diverse, it’s more important than ever to consider the new face of philanthropy and nonprofit sector. What is your organization doing to keep up with the changing times? Join Shawn Wills, Senior Vice President -Development at Dallas Women’s Foundation and Lenita Dunlap, ED at Heart House Dallas as they share unique insight based on their work with cultivating diverse donors and boards

Photo of Nancy Withbroe

Nancy Withbroe

Nancy Withbroe, is COO and Chief of Staff at the National Women’s Law Center, and was the Vice President for Development and Strategy. Nancy was Senior Director, Development at Share Our Strength, leading dramatic growth in revenue and partnerships. She previously consulted with clients like the Human Rights Campaign Foundation and the Wounded Warrior Project and served in various roles at DC-area institutions. She has a BA from Carleton College and MA from American University.

Sessions

How do Great Fundraisers Become Great Managers?

Do fundraisers make good managers? Few organizations offer extensive support for the transition into a management role, but for fundraisers in particular, the shift can be challenging: from a frontline role doing your individual best to a behind-the-scenes role orchestrating competitive development professionals to act as cohesive teams. And, can you do and be both a good fundraiser and a good manager? We will provide tips and tools to help both individuals and organizations succeed.

Photo of Sasha Zarins

Sasha Zarins

Sasha Zarins is pursuing her doctoral degree in philanthropic studies at the Indiana University Lilly Family School of Philanthropy at Indiana University–Purdue University Indianapolis (IUPUI). In September 2014, she joined the School of Philanthropy as a research associate and has been with the research department as a project coordinator since February 2017. Working in the School of Philanthropy has enabled Sasha to combine her passions for research and philanthropy.

Sessions

Was the Fear Warranted? A Glimpse Into the Early Effects of the Tax Policy Changes

The 2017 Tax Cuts and Jobs Act has now been in effect for a full year. Was the concern among many nonprofit organizations that charitable giving would decrease warranted? Join us for a first glimpse into how the policy changes have affected charitable giving (if at all). We will also explore unexpected effects in addition to discussing the current policy landscape at both the national and state levels.

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