education sessions

More than 100 total educational sessions* are waiting for you at AFP ICON Virtual 2021. Whether you want to master leadership, relationship building, securing the gift, trends and innovation, or all of the above, AFP has the latest and greatest information to unlock your fundraising potential.

*Sessions and speakers subject to change.
*Session times, dates and assigned rooms subject to change.

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Storytelling Slam: Live Storytelling

Test your storytelling & story coaching skills! Adapted from NPR’s MOTH Story SLAMs. FORMAT: Bring a powerful (2-minute or less) story to share in groups. Receive or give storytelling coaching. One story per group moves to next round. Final round: Hear THE most emotionally connecting stories, chosen by YOU.

Education Track
Relationship Building
Speakers

Lori Jacobwith

Photo of Lori Jacobwith
Lori L. Jacobwith, a fundraising culture change expert and master storyteller, has helped 5000 nonprofits raise more than $400 million from individual donors. Lori teaches staff and board members powerful communication practices to ignite action and raise more money. She is author of Fire Starters weekly blog, Nine Steps to a Successful Fundraising Campaign, and the Complete Storytelling System. Lori's vision is that asking for money can be done with ease and joy.
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AFPeeps U: Back to Basics on Social Media

After almost two decades of social media, you'd think by now we know EVERYTHING about it, right? Well, even the AFPeeps sometimes need to go "back to basics" to figure out how we can best use these powerful tools in new and productive ways. Awesome AFPeep Alice provides the perfect tutorial to review our options and take a fresh approach to our fundraising efforts online!

Education Track
Learning Labs/On-Demand
Speakers

Alice Ferris

Photo of Alice Ferris
Alice L. Ferris, MBA, CFRE, ACFRE, is the founder of GoalBusters, providing hands-on, comprehensive fundraising leadership for small to medium-sized charitable organizations. Alice has 30 years of experience in the philanthropic sector, focusing on strategic and development planning, board development, annual giving, nonprofit operations, and small shops.
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AFPeeps U: Ten Ways to Screw Up Your Direct Mail Appeal

Boy, have we screwed up our direct mail in the past - and now you can learn from our mistakes! Join the Blue Canoe team of Laura, Leisha and Sarah as they recount the errors they made and what they've learned from their experiences - all the better to ensure you success in your direct mail endeavors moving forward!

Education Track
Learning Labs/On-Demand
Speakers

Sarah Willey

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Sarah Willey is the Associate Director of Annual Giving at the University of Missouri - St. Louis and serves on the Board of Directors of the AFP St. Louis Regional Chapter and chairs the AFP Global Chapter Support Committee. Sarah has a Master’s in Nonprofit Management from Washington University in St. Louis and is pursuing a DBA at the University of Missouri - St. Louis.

Laura Amerman

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Laura most recently served as the chief development officer for a New York City-based education organization and has worked in the nonprofit sector for over fifteen years for causes including mental health, religion, healthcare, and education. Her professional career also includes over 20 years in private sector advertising, corporate communications, healthcare sales, marketing, and training.

Leisha Carson

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Leisha is a Long Island native and is passionate about helping communities in need. She earned her master’s degree in Nonprofit Management from Columbia University and bachelor’s degree in Public Health from Delaware State University. When she is not working, she enjoys traveling, cooking, binge-watching Netflix, reading, and hanging out with her family.
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AFPeeps U: Five Tips for Un-daunting Your Fundraising Data

Feeling overwhelmed by all your fundraising data and numbers? Don't be! There are painless and easy ways to crunch those numbers and get a clear picture of where you stand. Clay shows you five tips to get you going on your data and map out your fundraising future!

Education Track
Learning Labs/On-Demand
Speakers

Clay Buck

Photo of Clay Buck
T. Clay Buck, CFRE, has been in the nonprofit sector since 1991 and has an extensive background as both a frontline practitioner and fundraising consultant. His expertise is in annual and individual giving, with a focus on creating systems and processes that drive donor-centered results. Buck, who has held the CFRE certification since 2014, is an AFP Master Trainer and an International Advisory Panel member of Rogare. He teaches fundraising at UNLV.
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AFPeeps U: All About LinkedIn

LinkedIn is one of the most powerful networking tools you have at your disposal - are you sure you are getting the most from your account? Scott highlights the key features you need to be using on LinkedIn, and lays out a clear plan for using LinkedIn to optimize your fundraising and nonprofit strategy!

Education Track
Learning Labs/On-Demand
Speakers

Scott Fortnum

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Scott Fortnum, MA, CFRE, ACFRE, is President & CEO of Children’s Health Foundation in London Ontario and has worked as a professional fundraiser since 1990 working with organizations across Canada. He has previously served on AFP International and Greater Toronto Board of Directors and Ethics Committee and is a mentor in the AFP Women’s Impact Initiative.
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AFPeeps U: Favorite Free (or Cheap) Fundraising Tools

There are lots of resources and tools out there for the busy (and frugal!) fundraiser - and some of them are dirt cheap, if not free! Let @fundraiserchad take you on a packed tour of the best options out there that can help enhance your fundraising productivity and success!

Education Track
Learning Labs/On-Demand
Speakers

Chad Barger

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Chad Barger helps nonprofits overcome the barriers to fundraising success. He is a sought after nonprofit fundraising consultant, speaker and coach with over 20 years in the field. Chad shares actionable nonprofit fundraising tips and free resources at productivefundraising.com.
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Big Data and Bigger Targets: The Fundraising Tech You Need to Grow in 2021

The philanthropic landscape has changed over the past couple years. BIG DATA and TECHNOLOGY are no longer nice-to-haves, but must-haves to achieve your fundraising goals. Have you been able to make the pivot? Are you using technology to hyper-segment and hyper-personalize how you identify and engage donors? Join us as we discuss the changing landscape and philanthropic trends that are fueling prospect development. Find out: · how company and foundation screening is transforming grant research · how to leverage planned giving to engage more prospects, and · how to use multi-lens scoring to leverage more of your wealth screening file

Education Track
Learning Labs/On-Demand
Speakers

Dawn Galasso

Photo of Dawn Galasso

June 28

11:15am - 12:30pm

How to Write a Compelling Case for Support

Nonprofits do a lot of good. They deliver services and fill needs not met by private industry. How do they SHOW the need for their services and express why delivering on the mission is critical to the community, so that they can secure appropriate funding? This session will show you!

Education Track
Securing the Gift
Speakers

Tracy Vanderneck

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Tracy Vanderneck, MSM, CFRE is president of Phil-Com Training and Consulting where she works with nonprofits on fundraising, board development, and strategic planning. She holds a Master of Science in Management with a concentration in Nonprofit Leadership, a graduate Certificate in Teaching & Learning, is an AFP Master Trainer, is a Personal Fundraising Coach with Network for Good, and writes columns for NonProfit PRO and AP Perspectives.

June 28

11:15am - 12:30pm

Bored / Board Engagement: 5 Tips to Take Your Board from Boring to Brilliant!

Do you long to have a fabulous Board where your members are engaged, serve as positive ambassadors for your organization, and embrace the voluntary title of “CFO”: Chief Fundraising Officer? This session provides you five tips to help your board perform at its optimal capacity and move your organization forward.

Education Track
Volunteer Involvement
Speakers

Jennifer Oyer

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As Principal and Chief Joy Officer of Community Impact Advisors and 20 years of fund development, organizational, and strategic management experience in the social services, healthcare, and higher education sectors, Jennifer Oyer, CFRE partners with Non-Profit Organizations to transform their communities through innovation and collaboration. She recently served as Chief Development Officer at The Salvation Army – Hawaiian and Pacific Islands and led six Advisory Boards to embark in their first $75 Million Campaign.

June 28

11:15am - 12:30pm

Anatomy of a Nonprofit Website: Why Your Donors Aren’t Giving (More) Online

A growing number of donors are giving online, but there’s a chance your website is giving them reasons to reconsider. Why is your website confusing your current or potential donors? In this session, we'll explore what comprises successful nonprofit websites, from content to user flow to donation thank you pages.

Education Track
Relationship Building
Speakers

Rachel Clemens

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Rachel first built a career as a designer. Then, she built Creative Suitcase – her own strategic communications firm. For 11 years, Creative Suitcase helped organizations like United Way, Texas Restaurant Association, and others, increase revenue and awareness. In late 2016, Creative Suitcase merged with TradeMark Media, and became Mighty Citizen. As CMO, Rachel spends her days promoting Mighty Citizen's services and thought leadership. She is also a frequent speaker at local and national conferences.

June 28

11:15am - 12:30pm

2020 Fundraising Stats: Just the Facts on Fundraising Statistics

Learn about fundraising stats, presented by fundraising experts, that reveal the state of the fundraising union. Uncover donor acquisition and retention trends across the country, and learn how your organization compares with these must-have benchmarks. Learn about the impact the Global Pandemic had on the fundraising sector.

Education Track
Current and Prospective Donor Research
Speakers

Jim Greenfield

Photo of Jim Greenfield
Since 1962, Jim Greenfield has served 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.

Benjamin Miller

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Benjamin Miller is a consummate entrepreneur drawing upon degrees in mathematics and systems engineering to apply data science in the non-profit sector. Ben Miller is the Chief Analytic Officer at DonorTrends, a division of EveryAction and has helped raise billions of dollars from tens of millions of donors for thousands of organizations over his career. Ben also serves on AFP's Research Council and is the Chair of the working group for the Fundraising Effectiveness Project.

Nathan Dietz

Photo of Nathan Dietz
Nathan Dietz, Ph.D., is a senior researcher at the Do Good Institute in the School of Public Policy at the University of Maryland and a senior research associate in the Center on Nonprofits and Philanthropy at the Urban Institute. Dietz has served as the associate director for the National Center for Charitable Statistics (NCCS) and has led the Urban Institute’s participation in the nonprofit Growth in Giving Initiative.

June 28

11:15am - 12:30pm

Donor Data Analytics on a Budget

For-profit companies rely on mining their databases to increase profits and boost ROI. Why should it be different for nonprofits? Sure, most organizations can’t afford to dedicate a large budget to trendy data analytics tools. But, there are simple and cheap ways to get high-level analytics from your database.

Education Track
Securing the Gift
Speakers

Nejeed Kassam

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Nejeed Kassam has spent 30 years working in the nonprofit sector and is proud to work every day to build stronger communities. Currently, Nejeed is the CEO and founder of Keela – an impact technology company dedicated to empowering nonprofits with accessible, powerful software. He is the former executive director of End Poverty Now and Conversations for Change. Nejeed sits on a number of corporate and nonprofit boards and has spoken at many international conferences.

June 28

11:15am - 12:30pm

5 Trends with the Power to Change Major Gifts Fundraising

Major gift fundraisers are laser-focused on donors—but sector-wide trends are changing the field as we know it. We will explore the big picture, bringing together nonprofit leaders to discuss the changing donor demographics, decline in broad-based giving, the impact of the events of the last year, the relentless emphasis on outcomes, and more.

Education Track
Securing the Gift
Speakers

Mary Nemerov

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Mary Nemerov is Chief Philanthropy Officer at the California Academy of Sciences. Prior to the Academy, Nemerov spent 13 years at the Sierra Club, where she served as their Chief Advancement Officer. Nemerov also spent time with the Trust for Public Land, working to support projects across New England. Nemerov serves as chair of the board of Environmental Leadership Professionals, a nonprofit dedicated to supporting visionary and diverse leadership at environmental and social change organizations.

Jatrice Martel Gaiter

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Jatrice Martel Gaiter is Executive Vice President, External Affairs for Volunteers of America. Ms. Gaiter is passionate about the nonprofit sector’s strength and relevance, reflected in her work as immediate past board chair of the National Human Services Assembly. She is a frequent speaker on nonprofit management, strategy, public policy and social justice. Ms. Gaiter earned a bachelor’s degree from the University of Maryland and a Juris Doctorate from the Syracuse University College of Law.

Christina Yoon

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As Vice President and Director, East Region for Campbell & Company, Christina uses her broad experience when advising nonprofits. She has experience as an independent consultant and MIT fundraiser. Christina serves on the IDEA Committee of AFP International and is a seasoned speaker. She holds a B.S. from Yale and a Ph.D. from MIT.

Joshua Else

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Joshua Else's career encompasses over 20 years of management, fundraising, consulting, and volunteer leadership. Prior to his current role, he was associate Dean for External Affairs at the Bloomberg School of Public Health. A Wake Forest University graduate, Else also earned an MBA from the University of Hawaii in Honolulu.

June 28

11:15am - 12:30pm

A Conversation on being an Equitable, Inclusive, Diverse Leader

 (Eligible for 1.25 ACFRE credits in Leadership or Management) To take on the biggest problems, all need to lead in an inclusive, diverse and equitable manner. This session will focus on the leadership skills you need for personal and professional success. These diverse leaders on the panel live their lives with IDEA everyday. Learn how you can as well!

Education Track
Leadership and Management
Speakers

Ana Luisa Ramirez

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Ana Luisa has served the non-profit sector for 21 years, she´s CEO of Gestión FIlantrópica, a mexican consulting firm, and has held various positions including the Director of fundraising at Ministry of Culture of the state, and the children´s museum. She´s an active member of AFP, served on the International Board, Co-founder of the AFP México Foundation, Past-President of her local chapter, and a master trainer,. Ana Luisa loves teaching at the Jesuit University ITESO

Meghan Cummings

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Meghan Cummings is the Executive Director of the Women’s Fund of the Greater Cincinnati Foundation. Her experience spans non-profit organizations, a corporate charity and a community foundation. She is passionate about addressing equity issues at a systems level. She serves on the board of Philanthropy Ohio and Queen City Certified.

Michael Baker

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Michael J. Baker, CFRE, is founder and partner of m3 Development, a full-service consulting firm. Michael has over 25-years of experience, is an AFP Master Trainer, serves on the Board of the Marlboro Educational Foundation, Ambassador for CFRE International, and the AFP U.S. Government Relations and Finance Committees. Michael served on the AFP Global Board, is Past-President of the AFP–NJ Chapter, has a BA from the University at Albany, SUNY, and’s an Eagle Scout.

Jason Huff

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Jason serves as VP of Development at Ronald McDonald House Charities of St. Louis and teaches graduate-level courses on fundraising and marketing at Washington University in St. Louis and Webster University. He is past president of AFP St. Louis, and has served on various committees for AFP International. He earned his distinction as an AFP Master Trainer in 2014 and was named to the inaugural class of the Association of Healthcare Philanthropy’s 40 Under 40.

Don Baker

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For 20 years, Don has invested his time to serve people in and around Delaware. Before becoming CEO of FAME, Inc., Don built a reputation for tackling the root causes of social issues including hunger, poverty, social/racial justice, and education. Don received his formal training at Morehouse College as a Political Science Pre-law major. Don was one of the Delaware Valley’s first Standards for Excellence ® Licensed Consultants and AFP Certified Master Trainers.

June 28

11:15am - 12:30pm

Global Fundraising Challenges after the COVID-19 Pandemic

This session will consist of two segments: (1) presentation of the most up-to-date information on global philanthropic responses to the COVID-19 crisis based on results from numerous studies conducted by the presenters and (2) audience engagement to evaluate the role and impact of global philanthropy during the COVID-19 global pandemic.

Education Track
Current and Prospective Donor Research
Speakers

Cathie Carrigan

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Cathie Carrigan is the Managing Director of International Programs at the Indiana University Lilly Family School of Philanthropy. She is also a doctoral candidate in the PhD program at the school. Cathie's research interests focus on philanthropic resource flows from the developing world to the developed world.

Xiao Han

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Xiao (Jimmy) Han has been with the IU Lilly Family School of Philanthropy as a research associate since 2015. He received his M.A. in Applied Economics from the University of Cincinnati and is currently a Ph.D. candidate in Economics at IUPUI. His major work at IU Lilly Family School of Philanthropy includes The Philanthropy Panel Study (PPS) and Generosity for Life. Xiao is an expert in the Philanthropy Panel Study data.

Sasha Zarins

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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.

Una Osili

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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.

June 28

11:15am - 12:30pm

Active Listening, Moves Management and Making Assumptions - Oh My!

What does meaningful relationship building look like in real-time? Are you doing unto others as you would have them do unto you? And are you truly listening to your donors? Join us for a fast-paced, information-packed session on melding the art and science of relationship building for maximum fundraising success.

Education Track
Relationship Building
Speakers

Mike Delzotti

Photo of Mike Delzotti
Mike Delzotti, CFRE, FAHP is President & CEO of the University of Kentucky Markey Cancer Center Foundation. He serves on the AFP Global Board Executive Committee and is immediate past Chair of the National Association of Cancer Center Development Officers. Previously, Mike served as Senior Director of Philanthropic Resources at MD Anderson Cancer Center in Houston.

Martha H Schumacher

Photo of Martha H Schumacher
Martha H. Schumacher, CFRE, ACFRE, MInstF is President of Hazen and the Hazen Institute for Leadership Training. AFP Global Immediate Past Chair, she's an author and educator, social sector champion, C-suite executive coach, and emerging leader mentor. Martha has taught myriad courses around the world including Active Listening, Ambassador Training and the popular Major Gifts Master Class.

June 28

11:15am - 12:30pm

Virtual P2P is here to stay – best practices and creative examples

“This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” After a year of reassessing, pivoting, and reimagining peer-to-peer fundraising, two industry experts share why virtual P2P fundraising has earned a permanent spot in your fundraising portfolio. They’ll share best practices and the most creative virtual P2P examples to help you improve an existing campaign or create a new one. As virtual P2P becomes a mainstay, position your organization as a trailblazer by attending this session.

Education Track
Leadership and Management
Speakers

Jennifer Cobb
Jen Cobb is a 15-year veteran of the nonprofit industry, serving in P2P fundraising leadership roles at organizations such as Arthritis Foundation and AVON 39 The Walk to End Breast Cancer. Jen joined Blackbaud in 2017 is currently a Solutions Engineer supporting Blackbaud Peer-to-Peer Fundraising® powered by JustGiving®. Jen holds a Master’s degree in Nonprofit Management and Social Entrepreneurship from Georgia State University. Find her on LinkedIn.

Shana Masterson
Shana has been a fundraiser since 2001. Her unique skill set as both a peer-to-peer fundraiser and a technologist allows her to focus on maximizing peer to peer campaign revenue in relatable and innovative ways. Prior to joining Blackbaud, Shana led the American Diabetes Association’s online P2P fundraising and communication strategy. She also smashed P2P fundraising goals during her time with the National Brain Tumor Society, the American Cancer Society, and the Muscular Dystrophy Association.

June 28

1:20pm - 2:35pm

On the Road to Monthly Donor Success

In this interactive session you will learn the steps involved to implement a monthly donor program for your organization, using channels and systems you already have in place. Attendees receive a monthly donor roadmap to use as a tool, a monthly donor retention playbook, a monthly donor planner and more.

Education Track
Securing the Gift
Speakers

Harvey McKinnon

Photo of Harvey McKinnon
Harvey McKinnon is a seasoned trainer who has delivered fundraising keynotes at conferences from Australia to Norway. He has authored a number of books – three on monthly giving. He co-authored the #1 bestseller The Power of Giving, translated into eight languages. Harvey sits on a number of boards and has spoken at the AFP International conference more than 20 times.

Erica Waasdorp

Photo of Erica Waasdorp
Erica Waasdorp, President of A Direct Solution, author of “Monthly Giving. The Sleeping Giant”, AFP Master Trainer, presents in person and via webinars. She works with nonprofits throughout the US, as well as internationally, assisting with appeals and monthly giving acquisition, retention and upgrades.

June 28

1:20pm - 2:35pm

Plan, Commit, Succeed: Reimagine Your Fundraising Roadmap through an Effective Development Plan

Whether you're at a small development shop or at a large nonprofit, you've got to have a roadmap to guide fundraising activities. Learn how to create a development plan using a proven template; determine effective tactics for different revenue streams; and identify opportunities for increasing support via internal/external engagement.

Education Track
Leadership and Management
Speakers

Jennifer Broome

Photo of Jennifer Broome
Jennifer N. Broome, CFRE, currently serves as VP, Philanthropy at American Forests, a non-profit dedicated to protecting and restoring forests. Jennifer leads the development department, and raises funds from individuals, corporate and foundation partners. Jennifer is a past board member of AFP DC and served as Chapter President in 2017. She received her MA in Philanthropic Studies from Indiana University’s Lilly Family School of Philanthropy

Nadine Gabai-Botero

Photo of Nadine Gabai-Botero
For over 25 years, Nadine has shared her major gift and development expertise with clients and organizations advocating for change and building community. Currently, she is president of DC-based Focus Fundraising. Previously, Nadine led two capital campaigns for CulturalDC and managed fundraising at the Corcoran and Smithsonian. She was president of AFP's DC chapter in 2018. Originally from Lima, Peru, she earned degrees from GWU and the University of Florida, and speaks fluent Spanish.

June 28

1:20pm - 2:35pm

Moving from In-Person to Online: Virtual Events Now and in the Future

We’ve all had events postponed or canceled because of COVID-19. Let’s come together and learn about the world of virtual events. From strategy to execution, we will explore the key facets of events as well as their changing relevance. We will explore and learn about technology tools that can assist.

Education Track
Current and Prospective Donor Research
Speakers

Lynne Wester

Photo of Lynne Wester
Lynne believes that donor relations is the key to unlocking fundraising success and that organizations must be as dedicated to the donor experience as they are to the ask. She is featured in publications such as the Washington Post, the Chronicle of Philanthropy and has authored three books. Wester received her B.A. from South Carolina, holds a Masters in Strategic Fundraising and Philanthropy from BayPath, and proudly sports a Ducktorate from the Disney

June 28

1:20pm - 2:35pm

Hack the Mind: Using Psychology to Boost Your Fundraising

The mind is a trickster. But thanks to advances in psychology, fundraisers can make the brain’s habits work for them. We’ll explore our minds’ most surprising tendencies, biases, and shortcuts. Then we’ll dive into how to employ the brain’s habits to boost our donor base and fundraising numbers.

Education Track
Relationship Building
Speakers

Jarrett Way

Photo of Jarrett Way
While attending journalism school at the University of North Texas, Jarrett found himself at the intersection of communications and advocacy. His post-graduation endeavors took him to Memphis, Tennessee, where he spent four years diving into the world of content marketing and digital strategy. Grind City could only keep a Texan away for so long before Jarrett moved to Austin to tell the story of Mighty Citizen.

June 28

1:20pm - 2:35pm

Your Fundraising Personality: The Secret of Fundraising Career Fit You’ve Been Missing

Why not go deeper into our shadows & gifts to come up with a career path that fits our uniqueness? Goes beyond the usual myers briggs personality typing into deeper ways of knowing yourself. We will help fundraisers understand their own shadows, motivations, goals, and strengths.

Education Track
Leadership and Management
Speakers

Mazarine Treyz

Photo of Mazarine Treyz
Mazarine Treyz is the founder of WildWomanFundraising.com, with 50,000 monthly readers. Ms. Treyz co-founded a nonprofit and worked in fundraising roles for 10 years. She’s trained over 12,000 people from 2011-2017 and helped nonprofits raise millions more. She wrote The Wild Woman’s Guide to Fundraising, and the 5-star rated Get the Job! Your Fundraising Career Empowerment Guide. She specializes in fundraising careers, leadership, fundraising plans, direct mail, e-newsletters, and copy for online fundraising.

June 28

1:20pm - 2:35pm

What Really Makes Donors Happy? Uncover the Mysteries Behind Donor Motivation and Decision-Making

Do you assume that donors are driven by passion for your organization's mission? Explore surprising behavior research about top factors that influence giving decisions and donor motivation. You will get a toolkit with tips and strategies to help you positively influence donor behavior and keep donors connected to your organization.

Education Track
Relationship Building
Speakers

Polly Lagana

Photo of Polly Lagana
Polly is a behavioral scientist and experienced fundraiser who founded Community Spark Consulting to spark social impact through program development, research, and fundraising. She has two decades of experience creating successful fundraising campaigns and developing countless programs and partnerships for nonprofit organizations, universities and private companies in the USA and Europe. She has an MSc of Behavioral Science from The London School of Economics and has served on the boards of local and national organizations.

June 28

1:20pm - 2:35pm

Embracing the Power of Your Legacy Pipeline

Wondering how to move donors to leave a gift in their will? This interactive session will show you how simple it is to implement a 3-step pipeline to inspire donors to leave a legacy and how to design engaging and personalized donor journeys that excite and strengthen relationships with donors.

Education Track
Relationship Building
Speakers

Ligia Pena

Photo of Ligia Pena
Ligia Peña, CFRE, MInstF is the Global Legacy Manager at Greenpeace International where she oversees the organization’s global legacy strategy in 14 countries. She's also a Ph.D. candidate at the University of Kent, researching nonprofit management's attitudes towards national legacy marketing campaigns as a tool to change society’s behaviour towards gifts in wills. She's a sought-after & seasoned presenter around the globe and serves on the Rogare advisory board.

June 28

1:20pm - 2:35pm

Crowdfunding: You Reap What You Sow

You deliver an invaluable service to the community -- so why aren't you able to raise significant funds online? We have crowdfunding strategies to encourage your supporters and community to rally around your mission - even in challenging times, and we are going to share them with you!

Education Track
Securing the Gift
Speakers

Heidi Webb

Photo of Heidi Webb
More than 21 years ago, I began my career securing 8(a) minority status for government contract-seeking technology firms helping land these companies multi-million-dollar contracts with the Department of Education and the Department of Defense. I transitioned to the nonprofit world, and truly found my purpose. I’m the President of the Rotary Club of Rockville, the Chairperson of the Development Committee on the Board of the Center for Nonprofit Advancement, and advisor to the Unfunded List.

June 28

1:20pm - 2:35pm

Ethical Dilemmas in Crisis Fundraising: Calling All Reflective Practitioners

In the context of crisis fundraising, how do we do the right thing and do it now? Investigate multiple case studies, face multi-faceted challenges, and determine what you think is best and why. Receive multiple tools for ethical reflection. Participants from various sectors will benefit from this interactive presentation.

Education Track
Ethics, Accountability and Professionalism
Speakers

Kate Kiser

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Kate Kiser serves the IU Health Foundation as the Director of Development Operations. She manages a statewide team: leveraging analytics for strategy development through actionable business intelligence. Kate led the data-driven integration strategy in the 2018 formation of IU Health Foundation, bringing together foundations across Indiana. Kate practices root problem identification and solution-finding in her daily work and believes that the most effective fundraising is a result of combining science and art.

Jessica Journey

Photo of Jessica Journey
Jessica Journey, MPA, CFRE serves the IU Health Foundation as the Director of Donor Experience. She manages a statewide team: annual fund, strategic events, stewardship, and donor relations. Jessica drives revenue production by creating meaningful donor experiences. She sets strategy and influences stakeholders for the overlapping constituencies of patients, team members, volunteers, prospects, and donors. Jessica believes that the best gifts protect and maximize both the donor’s intent and the organization’s mission.

June 28

1:20pm - 2:35pm

How to Create an IDEA Fellowship Program at Your Chapter and center BIPOC fundraisers in your community

Ever wondered why your chapter is so white? Not a member because you don’t see other BIPOC? Are you a leader hearing membership isn’t welcoming? Learn about Minnesota’s Fellowship exclusively for fundraisers of color and unpack the structures in your own chapter that can be shifted to center anti-racist values.

Education Track
Leadership and Management
Speakers

Cecelia Caspram
Cecelia Caspram, Founder/Principal of Mission Growth Partners, is a social worker who has helped nonprofits fundraise for a decade-plus – which amounts to millions of dollars collaboratively raised. She is a generalist with broad experience and expertise, having worked with both small and large organizations, always with an entrepreneurial mindset that seeks to maximize resources. Her MSW is from UW-Milwaukee and her BA in English is from the College of Saint Benedict/Saint John’s University.

Mina Kobayashi

Photo of Mina Kobayashi
Mina Kobayashi is the Development Manager at Genesys Works Twin Cities. She has worked in education and arts spaces locally as a fundraiser, and a board member. Mina was born and raised in New York City, attended college in Maine, and has called St. Paul home for five years.

Georgina Chinchilla Gonzalez
Georgina Chinchilla Gonzalez is the Grants and Institutional Support Manager at the Saint Paul Chamber Orchestra. With an undergraduate degree in Violin Performance and graduate degree in Musicology, her role at the SPCO combines her love of and experience with music and her interest in serving her community. Prior to joining the SPCO, she worked primarily as a youth work professional.

Sarah Staiger

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Sarah is the Director of Advancement for Beacon, an organization working to advance equitable housing in MN. She especially values the organizing and advocacy work happening within the Beacon collaborative and in the MSP community. Sarah holds a Master’s in Advocacy and Political Leadership (MAPL) and crafts relational fundraising strategy that engages people in social change. Sarah is the Chair of AFP-MN’s education committee.

June 28

1:20pm - 2:35pm

Triple Threat: Build Relationships with Corporations, Foundations and Nonprofits to Become a More Sustainable Organization

“This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” As a nonprofit organization, your mission is to make the world a better place. Many corporations, foundations, and even fellow nonprofits also have funding available to support organizations such as yours. Join our panelist of industry experts as they discuss how to build and grow relationships with corporations, foundations, and partner organizations to create a more sustainable and resilient organization.

Education Track
Relationship Building
Speakers

Melissa Whetzel
Melissa Whetzel helps healthcare organizations raise more money and grow their impact. As the content marketing manager for Blackbaud Healthcare Solutions, Melissa generates interest, tells stories, and serves healthcare organizations the information they need to make a difference. Prior to joining Blackbaud, Melissa spent 15 years managing all aspects of marketing and communications for nonprofit organizations and for-profit companies.

Leah Jones-Marcus
Leah is an experienced data and project management professional with a history of working in at-risk education and nonprofit administration. Her area of expertise is in synthesizing big, complex ideas into actionable plans, and leveraging data resources to inform strategies that advance organizational goals. She holds the Project Management Professional (PMP) and Certified FundRaising Executive (CFRE) credentials, and is recognized as part of a 2018 High Performer Team by the Association for Healthcare Philanthropy (AHP).

Melissa Britton
Melissa Britton is the Manager of Social Responsibility at Blackbaud, empowering employees as agents of good. She believes that volunteerism and philanthropic giving are essential to the wellbeing of any community and that everyone can play a part. She spent six years in municipal government serving the Latinx community and has dedicated seven years in the nonprofit sector engaging board members, donors, and volunteers through skilled-based service opportunities and grant-making.

Lindsay Cochrane
Lindsay Cochrane joined the Dunham Fund in early 2018. In her role as Program Director, Lindsay works to develop and sustain relationships with grantees, and partners with them in developing, implementing and evaluating grant strategies. She works with leaders in the community and throughout the state to build a system where all individuals have access to the services and support needed to live, work, and thrive in their community.

Paulette Burks
Paulette Burks is an experienced corporate social responsibility leader - from working for two national non-profits to serving as the Community Affairs & Philanthropy Specialist for a well-known bag brand, she is now continuing her servant leadership as the Sustainability Specialist at Alliance Data! As a dedicated community member, Paulette has served as the Marketing Co-Chair for the Columbus Urban League Young Professionals Board and currently serves on Lifeline of Ohio’s African American Advisory Council.

Alexis Fish
Alexis Fish brings over a decade of experience in the philanthropic sector to her role as a principal business analyst at Blackbaud. Her passion for helping clients drive impact by using meaningful data and her track record for success make her not only an industry expert but a client champion.

June 28

3:45pm - 5:00pm

Dementia, Philanthropy, and the Audit: What to know, what to have, and what to plan

(Eligible for 1.25 ACFRE credits in Leadership or Ethics) Don't risk litigation, loss of institutional reputation, and upset donors because you were not prepared for increased incidents of dementia among donors! Participate in a session that walks you through case studies and lessons learned that helped a community foundation, frontline fundraisers, and professional advisors become aware and fully prepared.

Education Track
Ethics, Accountability and Professionalism
Speakers

Lani McCollar

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Lani A. McCollar, Associate Vice President at BWF, focuses on campaigns, board engagement, and fundraising assessments and strategies. She brings over 20 years of experience leading multiple nonprofits in Minneapolis/St. Paul, holds a B.B.A. with honors-University of Iowa, and an MBA in Nonprofit Management-University of St. Thomas. Some current clients include: The Bakken Museum, Summit Academy OIC, Wayzata Conservancy, Twin Cities Habitat for Humanity, Minnesota Children’s Museum Rochester, and Basilica of St. Mary.

Tara Adams

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Tara Adams is the Assistant Director of Advancement for the University of Illinois College of Law where she has served in alumni relations and development roles since 2017. Prior to this, Tara worked for the Judicial Education division of the Administrative Office of the Illinois Courts and for the Northwestern Pritzker School of Law. She received her JD at the University of Illinois in 2013, and her Ed.M. at the University of Illinois in 2020.

Robert Hofmann

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Robert Hofmann, M.A., CFRE, has worked for the University of Minnesota Duluth since 2007 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.

June 28

3:45pm - 5:00pm

Opening Hearts and Wallets - The Art of Successful Engagement

This session gives an overview of the neuropsychology involved in building and maintaining of relationships. Whether working with donors, committees, or guests at a gala - this session brings eye-opening insights into ways to turn stale interactions into meaningful and engaging experiences.

Education Track
Relationship Building
Speakers

AJ Steinberg

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Professional Event Planner and Engagement Strategist A.J. Steinberg, CFRE has produced over 100 events and raised millions of dollars for nonprofits. With her company Queen Bee Fundraising, she shares her 20+ years of experience, strategies, and insight with organizations through workshops, webinars and consulting.

June 28

3:45pm - 5:00pm

Playing Nice in the Sandbox: Introverts, Extroverts, and Collaboration

Whether extrovert or introvert, when we understand each other, we can work together better. For introverts, it can be exhausting in the workplace when we feel extroverted colleagues don’t understand us, but understanding works both ways. Let’s dispel the myths and learn how we can collaborate to support our mission.

Education Track
Leadership and Management
Speakers

Ann-Marie Meacham

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Ann-Marie, with more than 20 years of executive experience in the non-profit sector, has raised more than $20M for causes near and dear to her heart. She currently serves as Executive Director at Menlo-Atherton High School Foundation for the Future in Atherton, California. Ann-Marie also has a long history of volunteer management and is a past President of the Junior League of San Jose and the Silicon Valley Chapter of the Association of Fundraising Professionals.

Matthew Siegel

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Matthew Siegel has 20 years of experience in fundraising and has been the director of development for the College of Humanities and the Arts at San José State University since 2015. He is the president of the Silicon Valley Chapter of AFP. As a father to twin toddlers, he rarely gets time alone, but wouldn't have it any other way.

Vinney Arora

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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. He attends and hosts countless events and has built a tolerance for large groups although all he really wants is to be home alone in the dark.

June 28

3:45pm - 5:00pm

How Storytelling fuels Fundraising at the Houston SPCA

Driving donor retention and lifetime value is a growth imperative for most organizations. However many fundraisers struggle to create donor connection, particularly after that first gift. Discover how aligning Programs and Fundraising teams can create a cycle of storytelling that continuously deepens relationships by fulfilling audience needs.

Education Track
Current and Prospective Donor Research
Speakers

Jo Sullivan

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Jo Sullivan is a dynamic, results-driven Executive Director with a passion for leading processes to increase fundraising and grow community impact for leading nonprofit organizations. She maintains a proven track record of managing complex programs and projects while ensuring high-quality execution. Further, Jo has earned respect as an influential, forward-thinking leader and collaborator who guides team members in successfully realizing program objectives using strong interpersonal skills and keen problem-solving abilities.

Matthew Mielcarek

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Matthew Mielcarek serves as Vice President, Analytics & Insights Strategy at Pursuant. In his role, he works hand in hand with C-level nonprofit executives to unlock latent value in constituent and transaction data. He also engages with fundraisers to validate current strategies and identify untapped opportunities for growth.

June 28

3:45pm - 5:00pm

Be Prepared for Millennial Major Donors

Is your organization ready for the 30-70 trillion that will be transferred to millennials by 2030? Learn from candid interviews with 11 high net worth millennials. The session will cover generational shifts in communication, engagement, and expectations as well as real world stories of successful and failed philanthropic relationships

Education Track
Relationship Building
Speakers

Sarah Landman

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Sarah has served as a major gift officer and leader of two fundraising consulting firms. She currently serves as the senior vice president of NewsBank. Sarah holds an M.A. in Philanthropy and Development from Saint Mary's University of Minnesota and writes and speaks on the topic of Millennial Philanthropy at regional and national meetings and conferences. She lives in Naples, Florida and serves on the Board of Catholic Charities of Collier County.

June 28

3:45pm - 5:00pm

The New World Economy - Collaborating and Merging Nonprofits to Secure More Donor Dollars

(Eligible for 1.25 ACFRE credits in Management) The session helps nonprofit leaders whose organizations are struggling to continue serving their communities because of the down turn in the economy. It can them to create and implement strategies for greater service delivery and increase support from a broader range of donors.

Education Track
Leadership and Management
Speakers

Delphia Ridley

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Delphia York Ridley is a senior nonprofit executive with 30 years of expertise in using leadership skills and cutting edge fundraising and management strategies to successfully support organizations’ goals. A director of advancement and associate director of external affairs at the Smithsonian Institution, she led efforts to raise $250 million to build the African American museum. While at national Girl Scouts in NYC she helped merge 300 offices into 109 and maintained donors.

June 28

3:45pm - 5:00pm

Steering Through A Storm : How a Small Nonprofit Can Successfully Navigate a Crisis

The COVID-19 pandemic upended the globe, shuttering businesses and weakening nonprofits when they were needed the most. Find out how one small nonprofit successfully navigated the crisis and quadrupled annual individual donations in three months through messaging, media, technology, partnerships and digital storytelling without spending a dime.

Education Track
Securing the Gift
Speakers

Kohinoor Chakravarty

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Kohinoor Chakravarty has more than 18 years of nonprofit experience. During her tenure at Catholic Charities, she worked with individuals and families dealing with financial, social and emotional challenges. Most recently she was the Development Director at There With Care supporting families and children with long-term health issues and prior to that she was Development Director at Foundation For Excellence, a non-profit focused on higher education for underprivileged children.

Josh Selo

Photo of Josh Selo
Josh Selo is the Executive Director of West Valley Community Services. Josh has more than 18 years of experience in the nonprofit sector. He has worked as the Associate Executive Director at the Palo Alto Family YMCA, the Chief Operating Officer of the JCC in Rockland County. Josh has an MBA in Finance from Washington State University and a Masters Degree in Education from the William Davidson Graduate School of Education.

June 28

3:45pm - 5:00pm

Asking for Major Gifts NOW - What’s changed-What’s stayed the same - Your toolkit

Bring more joy to your givers by inspiring their major giving. Marcy Heim shares specific major giving techniques of non-profits successful before, during and after COVID - what's changed and what's the same. You will write her 3-sentence ask and leave with a clear action plan for increasing major-giving success.

Education Track
Securing the Gift
Speakers

Marcy Heim

Photo of Marcy Heim
Marcy Heim, CFRE-CSP-PLCC-AFP Master Teacher lives to inspire generosity. Her entertaining presentations and coaching are based on 30 years of major gift relationship-building success. She's made multi-million asks, led a $1.8B campaign, and empowered scores to ask with her trademark 3-sentence Ask. Artful Asker Consulting specializes in major gift relationship management, staff retention, and inspired board engagement. Get her book or on her blog at marcyheim.com.

June 28

3:45pm - 5:00pm

Handling Objections: Turning Hesitation into Commitment

Reshape the way you see donor objections. When addressed strategically, objections can pave the way toward a successful ask. Together we will learn how to uncover donors’ hidden concerns, identify types of objections you might encounter, and explore strategies to overcome objections and deepen trust with your donor.

Education Track
Securing the Gift
Speakers

Tamika Franklin

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Tamika Franklin currently serves as Director of Development for The Preuss School UC San Diego. She leads fundraising efforts, alumni engagement, marketing and volunteer management. Previously she served as Director of Development for Physical Sciences at UC San Diego focused on major gift strategy. She has also served as the division’s Alumni Relations Director developing a comprehensive engagement program.

June 29

10:25am - 11:40am

Fundraising for Nonprofit Board Members - Getting them on-board to reach fundraising goals

Almost every organization expects its board members to fundraise, but almost as many say they have trouble getting their board members to do it. This session show you how to motivate your board members to fundraise and give you and them practical tools to do it more effectively and fruitfully.

Education Track
Leadership and Management
Speakers

Wayne Olson

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Wayne heads gift planning for Intermountain Foundation which supports 22 hospitals and dozens of clinics. He is the author of five books, including the brand new book, Fundraising for Nonprofit Board Members. He is a frequent writer and speaker to nonprofit audiences including numerous AFP ICONs, National Philanthropy Days and local and regional fundraising training events. He has worked with boards for more than two decades. He also writes for several publications including Advancing Philanthropy.

June 29

10:25am - 11:40am

Fundraising + Harassment: What No One is Talking About

Fundraisers have experienced harassment in various forms and levels forever. This session will address the topic head-on and provide real-world solutions to put an end to a pervasive problem that has been ignored for far too long.

Education Track
Ethics, Accountability and Professionalism
Speakers

Kirsten Anderson

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Kirsten Anderson has spoken throughout the country and consults organizations and victims to help empower and inspire them to effectively and efficiently end workplace harassment. As a victim turned advocate, she openly and honestly discusses the complexities of workplace harassment, bullying and retaliation in an effort to create more engaging and productive workplaces. Kirsten is the author of More Than Words: Find Your Voice, Regain Your Power.

Tyler Timko

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Tyler has worked in fundraising for over 10 years, beginning his career at the University of Iowa Center for Advancement where he held annual and major gift roles. Following his time at Iowa, Tyler completed his MBA at Indiana University in 2015 and began working as a fundraising consultant. He is currently a Senior Consultant with EDEN+ in Des Moines, and serves as the president of the Central Iowa AFP chapter.

June 29

10:25am - 11:40am

THE ASK©: Make it THEIR IDEA!

Do your board, staff, and volunteers feel “pressured,” “uncomfortable,” “self-conscious,” when they need to Ask supporters to meet, come to an event, or heaven forbid, for money! This BRAND NEW session will show you that in just one simple conversation THE ASK will always be ASKEE’s Idea!

Education Track
Securing the Gift
Speakers

Laura Fredricks

Photo of Laura Fredricks
Laura Fredricks, JD is the Billion Dollar ASK Maker Powerhouse. As a global consultant she trains and coaches individuals, nonprofits and businesses on How to ASK and GET exactly what you want. Her practical advice has brought resounding sustainable monetary success worldwide. Her latest book: “THE ASK: For Business, For Philanthropy, and Everyday Living” has helped hundreds of boards, fundraisers, attorneys, entrepreneurs, teenagers, artists and philanthropists get their Best Life Possible, through THE ASK©

June 29

10:25am - 11:40am

Growing Your Legacy Society - Why Aren’t We Asking?

This session will discuss how to enhance your organization’s planned giving efforts. Discover techniques for identifying prospects, soliciting donors, and closing the gift. Most donors say “they were never asked” for a gift. Learn how your organization can avoid this pitfall and develop a thriving and profitable planned giving plan.

Education Track
Relationship Building
Speakers

Anthony Alonso

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Anthony is one of the nation’s leading fundraising consultants with over three decades of expertise in direct marketing and telefundraising. Anthony is co-founder of Catapult Fundraising, Inc. and has served on the boards of AFP New Jersey, The Giving Institute, Giving USA, the AFP Foundation for Philanthropy, and was a founding member of the AFP Industry Partners Council. He currently serves as president-elect of the AFP Las Vegas Chapter.

June 29

10:25am - 11:40am

Wait Don’t Go: Retaining Young Professionals and Building Your Organization’s Future

The loss of a Millennial employee could cost up to $25,000. A panel of Millennials will give managers practical ways to attract, encourage, and retain loyal Millennial fundraisers. For young professionals, we will give you practical advice on considerations you should make before deciding to jumpstart your job search.

Education Track
Leadership and Management
Speakers

Sarah Willey

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Sarah Willey is the Associate Director of Annual Giving at the University of Missouri - St. Louis and serves on the Board of Directors of the AFP St. Louis Regional Chapter and chairs the AFP Global Chapter Support Committee. Sarah has a Master’s in Nonprofit Management from Washington University in St. Louis and is pursuing a DBA at the University of Missouri - St. Louis.

Allison Quintanilla Plattsmier

Photo of Allison Quintanilla Plattsmier
Dr. Quintanilla Plattsmier has eleven years of experience in the nonprofit sector, has worked with 50+ organizations, and raised approximately $4 million. She currently runs her own nonprofit consulting firm, AQP Consulting. She was the youngest recipient of AFP's Outstanding Young Professional in 2018 and recently completed AFP's Women's Impact Initiative Leadership Development Program. She currently chairs the AFP LEAD Host Committee and serves on AFP’s Emerging Leaders Initiative Task Force and Women’s Impact Committee.

Chessie Biggam

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Chessie Biggam, CFRE, Development Director for Meritan, has been an active member of the fundraising community and creates and implements thoughtful, strategic plans to enhance donor engagement. She is an Adjunct Professor at the University of Memphis. She received the award for AFP International Outstanding Young Professionals and Memphis’ Top 20 Under 30. She serves as the Membership Chair for AFP Memphis and on the Emerging Leaders Initiative and the Membership Division for AFP Global.

Cherrelle Duncan

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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. She received her Master of Public Service and Administration degree from Texas A&M University and B.A. from the University of Louisiana at Lafayette. Duncan was chosen as a 2016 AFP Diverse Communities International Conference Scholar and a 2017 Outstanding Young Professional.

Nicholas Kulik

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Nick Kulik, CFRE is a dynamic leader focused on the growth of young professional fundraisers and has presented at a variety of fundraising conferences. He is the former chair of AFP Global’s Next Generation Committee and member of the Emerging Leaders Initiative task force. He is the Chief Donor Engagement Officer for the Findlay-Hancock County Community Foundation, recipient of the AFP International Outstanding Young Professional Award, and serves on the AFP Global Board of Directors

June 29

10:25am - 11:40am

So You’re Thinking of Planning a Capital Campaign? Essentials for Success!

Many organizations consider a capital campaign, but don’t know where to begin. This session will explore how to begin planning for your campaign. Diane Carlson will discuss the importance of a feasibility study, gift chart, naming opportunities, milestones during the quiet phase, and how to launch the public phase.

Education Track
Relationship Building
Speakers

Diane Carlson

Photo of Diane Carlson
Diane has decades of fundraising and nonprofit consulting experience which have allowed her to raise several billion dollars for her clients. Prior to co-founding Catapult Fundraising, Diane served as Chairman of IDC and Founder of 1-2-1 Philanthropic Solutions. She has received fundraising awards from AFP New Jersey and Las Vegas. Diane is past board member of the AFP Global Board and Foundation Board and the first female Chair of the American Association of Fundraising Counsel.

June 29

10:25am - 11:40am

Pandemic Generosity: What Donation and Health Data Can Teach Us

How can we apply the lessons of the COVID-19 pandemic to the fundraising of the future? In this in-depth analysis of over 1.7 million donor records from thousands of nonprofits combined with coronavirus data, learn how utilizing data overlays can ensure your development team is prepared for any situation.

Education Track
Current and Prospective Donor Research
Speakers

Jared Sheehan

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Jared is the CEO and co-founder of PwrdBy, an award winning firm that designs and develops artificially intelligent systems including the Amelia and NeonMoves mobile apps. Jared previously was a senior consultant at Deloitte consulting and has a degree in environmental science and accounting.

Tim Sarrantonio

Photo of Tim Sarrantonio
Tim Sarrantonio is a team member at Neon One and has more than 10 years of experience working for and volunteering with nonprofits.Tim has raised over $3 million for various causes, engaged and enhanced databases of all sizes, procured multiple successful grants, and formulated engaging communications and fundraising campaigns for several nonprofits. He has presented at international conferences and is a TEDx speaker on technology and philanthropy. He volunteers heavily in his home Niskayuna, NY.

June 29

10:25am - 11:40am

Raising Major Gifts and Elevating Your Philanthropic Culture as the World Recovers from Crisis

The pandemic illuminated strengths and weaknesses of fundraising programs. How do we recover and better prepare for future crises? We examine bold yet humble tactics to invite and secure major gifts during the recovering; sustain and grow meaningful relationships and elevate the philanthropic culture with the board and CEO.

Education Track
Securing the Gift
Speakers

Susan Holt

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Susan Holt, President and Senior Consultant, Vision Philanthropy Group, has over 35 years of experience leading and advising high performing philanthropy programs. Susan has structured new fundraising programs and staffed and advised campaigns ranging from $10 million - $1. 3 Billion, including periods of crisis. She has an extensive track-record in major and mega-gift philanthropy, staff development, engaging and developing high influence boards, and coaching CEOs, volunteers and staff in the art of "Bold Asking".

June 29

10:25am - 11:40am

Shut up and listen: How to solicit donor feedback to improve fundraising results

How well do you know your target audience? What you don’t know about your donors could be costing you dearly. Is your messaging and fundraising an educated guess or a finely tuned revenue machine? Discover how to solicit donor feedback to guarantee revenue-generating insights that transform your fundraising strategy.

Education Track
Relationship Building
Speakers

Rachel Muir

Photo of Rachel Muir
Rachel Muir has worked every side of the Rubik’s cube that is the nonprofit sector. When she was 26, Rachel Muir launched Girlstart, a nonprofit 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. Learn more about Rachel Muir at www.rachelmuir.com

Mark Rovner
Mark is founder and principal at Sea Change Strategies, a research and fundraising practice serving charities and non-profits. A frequent writer, speaker, and blogger, Mark is one of the pioneers of using the Internet for fundraising, organizing and strategic communications. Over the past ten years, he has led fundraising, integrated communications and marketing efforts on behalf of a host of organizations, including World Wildlife Fund, Amnesty International, Southern Poverty Law Center, the ACLU, and Audubon.

June 29

10:25am - 11:40am

Designing, Running and Participating in Inclusive, Interactive Meetings--Virtual and In-Person

We spend hundreds of hours in meetings yearly. Yet most meetings hardly live up to their potential of deepening staff and board engagement and helping our organizations to do more thoughtful work. How can we do better? This presentation will give you concrete ideas to take back to your organization.

Education Track
Leadership and Management
Speakers

Renee Rubin Ross

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Dr. Renee Rubin Ross is the founder of The Ross Collective, a consulting firm that designs and leads inclusive, participatory processes for social sector boards and staff. Committed to nonprofit racial equity, Dr. Ross supports organizations in practices that celebrate and amplify diverse voices and perspectives. Dr. Ross directs the CSUEB Nonprofit Management Certificate program and teaches for the program. She is a Board member of the Alliance for Nonprofit Management.

June 29

10:25am - 11:40am

The Global Online Fundraising Scorecard: A Mystery Donor’s Look at Online Fundraising in 9 Countries

“This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” Did you know that 95% of nonprofits around the world have some element of friction in their online giving experience that has been proven to hurt donation conversion rates? Or that 1 in 2 organizations in France and the Netherlands did not send a solicitation email to online donors in 90 days compared to 1 in 20 in the United States? In this session based on new research from Salesforce.org and NextAfter, you’ll discover a donor’s perspective and real examples on: How easy is it to sign up for email? What did organizations offer in exchange for our email? How many emails are nonprofits sending to their email subscribers? Their donors? How well are organizations communicating why a donation is needed? How are nonprofits focusing on recurring giving on their donation pages?  

Education Track
Current and Prospective Donor Research
Speakers

Mia Rodrigues

Photo of Mia Rodrigues
Mia works at Salesforce.org on the product marketing team. She previously worked at the World Bank on education policy in Eastern Europe, started her own education non-profit in Mongolia called Skills for Kids and is the bearer of many wonderful travel stories. Mia has worked in the product marketing space for 10 years now at various retail and tech companies. She lives in Pleasanton, California with her husband and two kids.

Brady Josephson
Brady is a charity nerd, adjunct professor, and international speaker. As the Managing Director of the NextAfter Institute, he performs original research, develops evidence-based resources, and provides data-driven training to help nonprofits raise more money online. He lives Dallas, Texas with his wife, Liz, son, Hendrix, and dog, Melly.

June 29

11:45am - 1:00pm

The Annual Campaign...Doing It Well and Then Doing It Even Better Next Year

This session is designed to help the fundraising professional at the beginning and intermediate stages of his or her knowledge level to organize all of their fundraising goals, activities and resources into one document...The Annual Campaign Plan.

Education Track
Securing the Gift
Speakers

Jane Stein

Photo of Jane Stein
o Founded and directed the Child Abuse Center of Hampton Roads o Served as a National Director, major gifts, American Cancer Society o Served as volunteer National Chairman, Campaign Training, UJA o Is a licensed consultant for the Standards for Excellence® program o Certified as a Master Trainer for the AFP o Presented one workshop at the 2018 AFP ICON o Presented two workshops at the 2019 AFP ICON

June 29

11:45am - 1:00pm

10 Ways Your Fundraising Data Can Help Your Fundraising Communications

Do you feel knee-deep in data, research, trends, and statistics, but not sure how to apply it to your donor communications strategy? This session will distill data from 15+ industry reports (like Blackbaud Charitable Giving Report) and provide the takeaways that you can apply right away.

Education Track
Relationship Building
Speakers

Julia McDowell

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Julia is a dynamic marketing and communications strategist who uses creativity and a collaborative spirit to develop award-winning communications campaigns. She is one of those rare marketers who think strategically but also rolls up her sleeves to get the work done. Her clients (past and present) include the American Red Cross, USO, Special Olympics International, Boys & Girls Club of America, PBS Nerd, American Association of Poison Control Centers, International Sleep Products Association, among others.

June 29

11:45am - 1:00pm

Leadership during Tumultuous Times: The Value of the After-Action Review

(Eligible for 1.25 ACFRE credits in Leadership or Management)   Using techniques learned from years in the army and the philanthropic sector, Russ Hodge of The Hodge Group and Colonel David Fivecoat of The Fivecoat Consulting Group will offer suggestions for risk management in the name of increasing operational efficiency and mitigating the impact of a crisis like COVID-19.

Education Track
Leadership and Management
Speakers

David Fivecoat

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For the past three years David has helped enhance the leadership of hundreds of individuals and improve the alignment of dozens of companies as the managing partner for TFCG. Previously, David served twenty-four years as an infantry officer, leading men and women during contingency operations in Kosovo and Bosnia, three tours in Iraq, and a tour commanding a battalion in Afghanistan. In his free time, he skis, competes in triathlons, and is an avid bicyclist.

Russ Hodge

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Russ Hodge has over thirty-five years of fundraising experience and has raised more than $500 million for organizations across the country. He’s often sought out as a key speaker at fundraising conferences, and is a member of the the Giving Institute. In 2019, Russ presented at Candid and the CASE Center for Community College Advancement. He is the past recipient of AFP’s Fundraiser of the Year for Central Ohio and is an AFP Master Trainer.

June 29

11:45am - 1:00pm

From Identify to Ask: Leveraging research to bridge to larger gifts

The cost of research tools has gone down, but many smaller organizations still struggle to turn this data into action. Now you can finally connect the dots between data and gifts! Learn straightforward steps you can take to identify, track, and ask for larger gifts with confidence.

Education Track
Current and Prospective Donor Research
Speakers

Jennifer Filla

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A fundraiser for more than 20 years, Jennifer Filla is the founder of Aspire Research Group LLC, a research consultancy, and Prospect Research Institute, an online learning community. A resourceful fundraiser with an innovative focus on prospect research, she is co-author of Prospect Research for Fundraisers: The Essential Handbook, part of the AFP-Wiley Fund Development Series, as well as five workbooks. She regularly teaches, presents, and blogs at jenniferfilla.com.

June 29

11:45am - 1:00pm

Finding and Winning Grants for your Nonprofit: A 7-Step Structured Approach

Nonprofit professionals are under constant pressure to find and obtain grant funding, with little or no staff dedicated to the task. In this session you will learn a structured approach to find and win grants, even in a challenging economy.

Education Track
Securing the Gift
Speakers

Margit Brazda Poirier

Photo of Margit Brazda Poirier
Margit is one of only 350 certified Grant Professionals and 1 of only 20 Approved Trainers in the U.S. Margit and her team have written and received millions in grants from federal, state, and foundations – and she has the unique perspective of understanding both grant seeking and grant making, given her experience leading a prominent New York foundation. Margit is a nationally published author and frequent speaker on all aspects of grant development.

June 29

11:45am - 1:00pm

Giving in Ramadan - Charity TV Advertising Competition; Case Study

Ramadan is the holy month of giving in the Egypt. For NGOs to stand out, TV remains key to any non-profit’s strategy for its unrivaled reach at scale. Come and watch TV AD campaigns of the major 5 NGOs in Egypt, and share in their evaluation.

Education Track
Securing the Gift
Speakers

Perihan Abou El Ela

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Perihan Abou El Ela is Senior Fundraising Manager in Misr El Kheir Foundation. She is the President of Association of Fundraising of Professionals Egypt & MENA Chapter. She is also a member of Philanthropy committee in the Arab League. A gender advocate with MA in Gender and Development and post graduate diplomas in; Public Policies and Child Rights; Euro Mediterranean Relations from Southern Perspectives and Projects Evaluation and Feasibility Studies.

Amal Mobadda

Photo of Amal Mobadda
Eng. Amal Mobadda Chief Fundraising Officer, Misr El Kheir Foundation Chairman of the Board of Directors of the Egyptian Federation of Intellectual Disabilities Chairman of the Board of Directors of the African Federation of Intellectual Disabilities Member of the International Sports Federation of Intellectual Disabilities (INAS)

Nancy El Sherbiny

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An Executive MBA graduate with a marketing focus and over 20 years of experience in marketing communications, advertising, PR, corporate communication, events management and crisis management

Khaled Fasih

Photo of Khaled Fasih
I have more than 10 years solid fundraising experience in the leading NGO in Egypt, establishing and leading a team of +50 fundraisers and marketeers. I served as the president of AFP Egypt & MENA Chapter and a member of the AFP Board of Directors Nominating Committee for the past two years. I gave fundraising training sessions to more than 300 small NGOs in Egypt. I hold MBA

June 29

11:45am - 1:00pm

Using Donor Personas to Guide Your Communications

How can you create a strong connection with your donors and prospects? Your supporters' motivations, values, and behaviors should guide what you say, how you say it, and where you show up. Learn the benefits and challenges of creating and applying personas.

Education Track
Relationship Building
Speakers

Farra Trompeter

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Farra Trompeter is the Chief Growth Officer and Partner at Big Duck, a firm that helps nonprofits use communications to achieve their mission. Farra has more than 25 years of experience in fundraising and communications and previously served on the board for NTEN and the NYC Anti-Violence Project. She is an adjunct professor at New York University Wagner Graduate School of Public Service and holds an M.S. degree in nonprofit management from The New School.

Mica Bevington

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At Humanity & Inclusion Mica reaches key American audiences through earned media, digital marketing, events, congressional advocacy, advertising, and VIP outreach. She was a member of the organization’s global brand working group, which resulted in a full rebrand in January 2018 ) She also manages internal communications for the U.S. team. A long-ago graduate of the George Washington University, she lives in the Washington, DC area with her husband and three children.

June 29

11:45am - 1:00pm

Power to the People: Growing Your Donor List with Effective Online Advocacy

People demanding change together can make a difference for the world AND for your organization's fundraising - that's the power of advocacy! Our session will include a case study from Corporate Accountability, detailing their successful use of list swaps, social, and online actions to build a powerful movement for good.

Education Track
Current and Prospective Donor Research
Speakers

Jack Valor

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Jack is an experienced trainer, they've developed training for activists throughout college, LGBTQ diversity and service training for local domestic and sexual violence shelters, national youth leadership training with Young People For, and various digital fundraising, optimization testing, and advocacy presentations at the Nonprofit Technology Conference. Jack is also an experienced strategy director with a demonstrated history of working with political and nonprofit organizations.

Taylor Leake

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Taylor employs innovative and best practices to ensure people know about, feel connected to, and engage with Corporate Accountability’s work in the digital space. Taylor’s work with the Wake Up Wal-Mart campaign got him fired up about corporate power. He then worked as an online organizer for Change.org, and as the Connecticut comms director for the Working Families Party.

June 29

11:45am - 1:00pm

Rewriting Your Nonprofit’s Story for the New Normal

Funding will only become more competitive in the wake of COVID-19—and the organizations that stand to compete will be those that make the most convincing case to funders. In this session, learn techniques to rewrite your story and craft the most compelling proposals for our new state of normal.

Education Track
Securing the Gift
Speakers

Lauren Steiner

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Lauren Steiner is a noted expert in grant seeking, having founded Grants Plus in 2007 to help more worthy causes raise more grant funds. Because of Lauren’s leadership, Grants Plus employs more than twenty staff across Ohio and has secured more than $160 million in grant funding for nonprofit organizations. Lauren is a former board member of AFP Greater Cleveland and past president of the Grant Professionals Association Ohio–Northern Chapter.

June 29

3:50pm - 5:05pm

Revenue scenario planning to navigate unpredictable times

Your old way of budgeting may need to go out the window. Predicting future revenue is now even harder in a post-covid world. Instead, use a scenario planning approach to make better budgets. This session will explore case studies and best practices for developing revenue scenarios in a new world.

Education Track
Leadership and Management
Speakers

Laura MacDonald

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Laura MacDonald, President of Benefactor Group, is a certified fundraising executive with more than 30 years’ experience in nonprofit leadership, fundraising, and philanthropy. She has served as the vice president and creative director of a national fundraising firm, chief development officer in arts and higher education, and as a key volunteer for community organizations. Prior to establishing Benefactor Group, Laura was chief development officer at The Ohio State University’s Wexner Center for the Arts.

June 29

3:50pm - 5:05pm

How to lead your organization to get the internal support you need for fundraising success

"How to lead your organization when you're not the boss" is for fundraisers who are not getting the internal support they need for fundraising success. All staff are responsible to make an organization donor-attractive. I'll show you step by step how to lead your colleagues to do what you need.

Education Track
Leadership and Management
Speakers

Ken Phillips

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Ken Phillips has worked in the nonprofit sector for 55 years as fundraiser, manager, executive director, board member, chairman, trainer, consultant, facilitator, mentor, and author. His fundraising increased revenues substantially for many organizations. His consulting and training helped hundreds of nonprofits and thousands of fundraisers and executives. His book "Make a Better World" describes leadership when you are not 'the boss' and key fundraising fundamentals. Books on planning, culture, and strategy are expected this year!

Gayle Gifford

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For 30+ years, I have been helping fundraisers convince their CEOs and boards to invest in the conditions for fundraising success. I bring a holistic mindset to my work with clients, grounded in research-based and practical expertise in program, governance, strategy, business and fund development. I’m co-author of The Essential Fundraising Handbook for Small Nonprofits, have a decade of university teaching experience, and served in the trenches as a development director, volunteer and board member.

June 29

3:50pm - 5:05pm

The Power of Legacy to Transform Your Future

Kimberley Blease, Stephen George, and Alexis Gaiptman will demonstrate how integrating planned giving across your donor journeys will enhance your current relationships and support long-term relationships. This session will give you the tools to build a transformational legacy strategy focused on what people need to connect with your cause

Education Track
Securing the Gift
Speakers

Alexis Gaiptman

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Alexis is the Executive Director of Humanity & Inclusion Canada and has over 15 years of fundraising experience specializing in both legacy and major gifts. Her background is in Political Science, Women's Studies and Community Economic Development. She is driven by her passion for growth, ability to embrace new challenges and desire to better vulnerable communities around the world. Alexis is on the AFP Quebec Board and is completing her Executive MBA.

Kimberley Blease

Photo of Kimberley Blease
When it comes to building high-value donor relationships, Kimberley’s energy, enthusiasm and original thinking is unparalleled. With over 30 years of experience in both the corporate and not-for-profit sectors, Kimberley is a fundraiser and marketer who believes in building high value donor programs from the ground up. She helps not for profit organizations raise the bar on the experience their donors receive and inspiring donors to do more in the process.

Stephen George

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Stephen is a fundraising and leadership coach who specialises in helping charity leaders become entrepreneurial leaders who change behaviour and raise more money. He was chairman of Remember a Charity, a consortium promoting gifts in wills, and is now vice chairman of the UK’s Institute of Fundraising.

June 29

3:50pm - 5:05pm

Marketing + Social Impact: How to tell stories that uphold the dignity of communities

Join Mo Waja Fundraising Strategist & Digital Integration Specialist at Blakely, and Jess Myers, Fundraising Content Officer at Doctors Without Borders (MSF) for a practical exploration of responsible fundraising storytelling — including an approach to develop content that avoids exploitation and a functional tool to help self-assess your own material.

Education Track
Ethics, Accountability and Professionalism
Speakers

Jess Myers

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Jess Myers is a Marketing & Communications specialist and Fundraiser at Doctors Without Borders Canada with diverse experiences in the charitable sector working with international and arts organizations. She studied International Development and Theatre at the University of Guelph and holds a post-graduate certificate in Project Management for International Development from Humber College’s Business School in Toronto. She’s a passionate advocate for the responsibility we carry as storytellers and fundraisers to the communities we serve.

Mo Waja

Photo of Mo Waja
Mo Waja is a professional speaker, fundraising marketer, podcast host and producer, the Host of 15 Minute Fundraising, and is a fundraiser at Blakely. Mo has worked with personal, not-for-profit, and for-profit brands developing successful storytelling strategies and has spent tens of thousands of hours training professionals and organizations in professional speaking and communication. Mo has delivered sessions on topics ranging from marketing ethics, to digital storytelling strategy, to e-philanthropy, to personal and professional branding.

June 29

3:50pm - 5:05pm

Forces of Nurture: 7 Ways to Automate Donor Cultivation

You can’t automate empathy but you CAN automate a thank you. We all care about our donors but sometimes we can get lost making sure the ‘human touch’ of nurturing is manually done each time. Learn 7 big ways to automate your donor cultivation.

Education Track
Relationship Building
Speakers

Megan Anhalt

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Megan Anhalt is the COO and Chief Strategy Whaler for B-corp digital agency Whole Whale. She brings over a decade of experience helping organizations like Donate Life America and World Animal Protection use storytelling and technology to create social impact. She previously led digital communications at the Chan Zuckerberg Initiative and has worked at Purpose, Ogilvy, DoSomething.org, and Disney. Megan also serves on the Board of Directors for arts education nonprofit Art in Action.

June 29

3:50pm - 5:05pm

Navigating Difficult Conversations

Do you struggle to have difficult conversations with funders, board members, or staff? This workshop is designed to help participants: • use empathy to strengthen relationships and minimize negative responses, • apply leading practices to prepare, initiate, and deliver the conversation, and • discover how to generate solutions.

Education Track
Relationship Building
Speakers

Shana Peete

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Shana Peete, CEN Senior Leadership Development Specialist, offers training and consultation services for nonprofit leaders. After receiving a B.S. in International Business and a Doctor of Jurisprudence, Shana practiced law for eight years before moving to the Bay Area. Her professional experience includes serving as the first Executive Director of Partners for Change, managing a Child Development Center, serving as a program coordinator for Read Aloud America, and manager for a 30-person team at Amazon.

June 29

3:50pm - 5:05pm

Managing Up – How to get your boss, or anyone!, excited about fundraising

Poor relationships between the CEO and the development office are cited as a top reason for development office turnover. How can you create a stronger, trust-based relationship with your CEO? This session will offer easy tools to create a collaborative partnership between the corner office and the development office.

Education Track
Leadership and Management
Speakers

Virginia Thumm

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Virginia Thumm has held leadership positions in the nonprofit sector for more than 30 years. A veteran of scores of highly-successful fundraising campaigns, she has personally solicited hundreds of millions of dollars through the conception and development of new donor engagement opportunities. Virginia is a sought-after coach and presenter and helped to develop the curriculum for the Major Gift Officer Certificate program for public media development professionals.

June 29

3:50pm - 5:05pm

The Art & Science of Fundraising - data-informed decisions for the arts & culture sector

Join us for an educational session with your development colleagues in the arts and culture sector as we discuss creative and innovative fundraising solutions for the arts. Topics include innovative donor relations and stewardship solutions, engagement and connection scoring, major giving analytics and other data-supported strategies.

Education Track
Current and Prospective Donor Research
Speakers

Alex Oftelie

Erin Koppel

Amy Lampi

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Amy Lampi is an AVP at BWF with nearly 20 years of fundraising experience in the performing arts, education and health care. As a development generalist, her experience ranges from database administration to major gifts to team management. Prior to BWF, Amy served as Director of Development at TUTS and Associate Director of Development at the Alley Theatre, where her cutting-edge work in fundraising analytics with BWF was featured in The Chronicle of Philanthropy.

June 29

3:50pm - 5:05pm

The Digital-First Fundraising Revolution

“This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” According to the 2020 Blackbaud Institute Charitable Giving Report, digital giving increased by 20.7% and now represents 13% of all giving. While the global pandemic certainly fueled much of this growth, the recent surge in digital has opened the door to a new approach to scaling our organizations. This session will look at both industry data and real-world examples that make a powerful case for how you can accelerate growth, improve efficiency, and increase retention and lifetime value through a digital-first fundraising strategy.

Education Track
Relationship Building
Speakers

Steve MacLaughlin
Steve MacLaughlin is the Vice President of Product Management at Blackbaud and best-selling author of Data Driven Nonprofits. Steve has spent 20+ years driving innovation with a broad range of companies, government institutions, and nonprofit organizations. MacLaughlin serves on the board of the Nonprofit Technology Network (NTEN) and is a frequent speaker at conferences and events. Steve earned both his undergraduate degree and a Master of Science degree in Interactive Media from Indiana University.

Tim Kachuriak
Tim Kachuriak is the founder and chief innovation and optimization officer for NextAfter, a fundraising research lab consultancy and training institute that works with charities, nonprofits, and NGOs to help them grow their resource capacity. Kachuriak is a nonprofit thought leader, the author of the book Optimize Your Fundraising, lead researcher and co-author of the Online Fundraising Scorecard, Why Should I Give to You? (The Nonprofit Value Proposition Index Study), and The Midlevel Donor Crisis.

June 29

3:50pm - 5:05pm

What to do with events when events are the only thing you can’t do

The session will demonstrate how fundraising events pivoted and were still able to advance major gift strategies and serve as key tools to cultivate and steward your donors and prospects while increasing their connections with your organization and its mission; which was needed more than ever during the COVID-19 crisis.

Education Track
Securing the Gift
Speakers

Meagan O'Flaherty

Photo of Meagan O'Flaherty
As a strategic events officer, Meagan plans and executes annual fundraising events as well as cultivation and stewardship activities with a focus on strategically aligning events with the organization’s mission and advancing major gift strategy.

June 30

10:25am - 11:40am

How to Ensure a Smooth Executive Transition for Your Nonprofit

Did you know that only 27% of nonprofits have a succession plan in place? Whether a transition occurs due to an unexpected vacancy or an anticipated transition of a long-tenured leader, this session will help your nonprofit weather the inevitable challenges of leadership transition.

Education Track
Leadership and Management
Speakers

Michelle Turman

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Michelle Turman, M.A., CFRE is the CEO of Catalyst Consulting Services whose mission is to facilitate positive change in the areas of executive searches, governance and fundraising coaching, organizational management, and strategic planning. Turman has over 27 years of nonprofit experience and has raised over $72 million for the Tampa Bay community through her professional and personal philanthropic efforts.

June 30

10:25am - 11:40am

The Giving Brain: The Art and Science of Legacy Giving

Thanks to brain imaging technology and the explosion of neuroscience, we know eight times more about how the human brain actually works than we did just 30 years ago. And you know what? A lot of planned giving best practice runs contrary to how donors actually think, feel and decide.

Education Track
Securing the Gift
Speakers

Holly Wagg

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Holly Wagg is Managing Partner at Good Works. She’s the co-author of You Can’t Take It With You: The Art and Science of Legacy Fundraising (the 2nd edition of Iceberg Philanthropy), the go-to book on planned giving that shows how ordinary donors make extraordinary gifts to charity in their wills. Through her legacy, digital and direct mail fundraising, she’s worked with clients like WWF-Canada, Kids Help Phone, Ontario SPCA and SOS Children’s Villages.

June 30

10:25am - 11:40am

Cultivating Family Business Owners and Their Families to Secure Multigenerational Support for Your Organization

Many of our donors are owners of multigenerational family businesses. We tend to develop donor relationships one generation at a time while family business owners are working across generations to foster a culture of giving. Learn how you can develop family business donors for multiple lifetimes of support.

Education Track
Relationship Building
Speakers

Sandra McNeely

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Sandra McNeely is co-owner of Abbey Group providing a full range of development services to nonprofit clients. Her focus is on succession planning, family business philanthropic giving and board development. Sandra serves as AFP South Dakota President and Abbey Group has membership in AFP Southeastern Wisconsin and AFP FL, Suncoast. She serves as treasurer for Family Firm Institute, the international association for family business research and education.

June 30

10:25am - 11:40am

Strengthening your Mental Fitness to Manage Stress and Thrive in Uncertain Times

Join your peers in an exploration of mental fitness and how it can transform your personal and professional life. In this session, participants will be introduced to tools and resources to improve their mental fitness and develop their own mental “workout” plan to alleviate burn-out, distraction, and loss of productivity.

Education Track
Leadership and Management
Speakers

Melissa Dulin

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Traci Weller

Photo of Traci Weller
Traci Weller has 28 years of nonprofit experience spanning annual and major gift fundraising; corporate and foundation relations, event planning, planned giving and non-profit management. She is a member of AFP, is a Certified Fundraising Executive (CFRE), and a Paul Harris Fellow. In 2015, she earned the designation as a Certified Specialist in Planned Giving, and in 2019, was recognized as Montana’s Outstanding Fundraising Professional by the AFP Montana Chapter and the MT Nonprofit Association.

June 30

10:25am - 11:40am

Why "Thank You" Isn’t Enough and How Better Thank Yous Get You Bigger Gifts

Donors are done with the shoddy and perfunctory thank yous they receive for giving. What if putting more effort into thanking would increase the likelihood and amount of the next gift and skyrocket donor retention? Bigger donations aren't just about how you ask – they're about how you thank, too.

Education Track
Relationship Building
Speakers

Beth Ann Locke

Photo of Beth Ann Locke
Beth Ann has been a fundraiser at the nexus of donors, nonprofits, and change for 20+ years in the US and Canada. She's a donor champion and change-maker who has raised over $65 million in large and small shops. Collaboration, focus, and building donor relationships are her keys to success. She coaches ambitious fundraisers and nimble nonprofits to successfully raise more money by understanding the art of fundraising and developing creative plans using proven strategies.

Shanon Doolittle

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Shanon Doolittle is a Seattle-based fundraising coach who helps fundraisers develop better donor stewardship habits. A fundraiser for over 15 years, Shanon has helped raise tens of millions of dollars for nonprofits of all sizes. She is also a founder and co-producer of the Nonprofit Storytelling Conference, a guest lecturer on fundraising in the nonprofit management programs at the University of Washington and Seattle University, and a frequent speaker at conferences live and virtual worldwide.

June 30

10:25am - 11:40am

Compassion, Creativity, and Courage: How One Foundation Responded to the Pandemic and Thrived

Learn how a hospital foundation moved boldly, while with compassion, to achieve short and long-term results. A courageous, donor-centered, practice-based response strategy was quickly designed and creatively applied to raise crisis funds, strengthen positioning for a capital campaign, expand the donorbase, hardwire multichannel outreach, and strengthen the culture of philanthropy.

Education Track
Securing the Gift
Speakers

Ann Thompson-Haas

Photo of Ann Thompson-Haas
Ann Thompson-Haas, MA, MBA, FAHP is Senior Consultant with Larkwood Consulting. Her greatest passion is helping fundraising and nonprofit professionals succeed. Previous positions include Vice President Development for St. Joseph Health and CEO of the Motion Picture and Television Fund Foundation. Ann is a fellow of the Association for Healthcare Philanthropy, former faculty for the Institute for Healthcare Philanthropy and Fundraising Institute of Australia, an award-winning writer, and winner of the Si Seymore Award.

Cory Davies

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Cory Davies is the RMH Foundation’s Executive Director where he has worked for 12 years. A recipient of last year’s Association for Healthcare Philanthropy’s Top 40 under 40 Award, Cory's prior work includes: adjunct faculty at James Madison University; outreach coordinator at the Collins Center (Harrisonburg, VA); and associate at M+R Strategic Services (DC). When he’s not working he’s committed to learn to surf before he turns 40. Time is ticking fast on that goal.

June 30

10:25am - 11:40am

How to Boost Your Digital Storytelling and Fundraising with LinkedIn

LinkedIn is the world’s largest professional network that most of us only use for job hunting and recruiting, but it’s also an excellent platform to engage your stakeholders, build your brand, raise funds and enhance strategic partnerships. This session is for nonprofits looking to enhance their digital engagement and fundraising.

Education Track
Relationship Building
Speakers

Elizabeth Ngonzi

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Liz Ngonzi is an international social entrepreneur and educator who helps purpose-driven leaders and organisations to develop their stories to increase their impact. She is the founder and CEO of The International Social Impact Institute, which -- through initiatives with various partner organisations around the world -- amplifies the voices of social impact leaders from historically marginalised communities. As an adjunct assistant professor of fundraising at NYU, she teaches Digital Storytelling, Innovation and Fundraising.

Pinky Vincent

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Pinky Vincent has results-based experience in nonprofit management, fundraising, advocacy, finance, and communications. She is a well-regarded speaker and writer on donor engagement, digital marketing, and mentoring. Pinky is part of the Development and Marketing team at Change Machine. Pinky also serves on the Board of Directors of AFP-NYC Chapter and volunteers with AFP Global as a member of the investment sub-committee.

June 30

10:25am - 11:40am

Streamline Your Major Gifts with Data: A Case Study from United Way Greater Twin Cities

Personal outreach is labor intensive and can drain resources if not engaging the right prospects. Greater Twin Cities United Way combined behavioral characteristics and wealth screening to uncover prospects with both the passion and capacity to give. The streamlined portfolios led to transparent conversations around donor activity and potential.

Education Track
Current and Prospective Donor Research
Speakers

Kittie Fahey

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With more than 25 years of nonprofit experience, Kittie Fahey works with individual principal gift donors and leads the fundraising team at Greater Twin Cities United Way. She also works with United Way Worldwide’s national advisory board as the chair of major and planned giving. She received a bachelor’s degree from the University of Minnesota, and fund development certification and MBA for nonprofits certification from the University of St. Thomas Center for Nonprofit Management.

Andrew Canada

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Andy Canada is Senior Consultant and Director of Data Analytics at Johnson, Grossnickle and Associates. Andy has significant development experience focused on campaign development and implementation, major and planned gift development, data analytics, and annual giving. Before joining JGA in 2010, Andy served as Development Director for the Indiana University Foundation. Andy also previously served as Director of Development for the Purdue University Krannert School of Management. He is a graduate of Purdue University.

June 30

10:25am - 11:40am

DEI Data Guide: How to ethically collect, store, and use identity information

(Eligible for 1.25 ACFRE credits in Management or Ethics) Diversity, Equity, and Inclusion (DEI) data is complex and sensitive. This presentation will discuss ethical ways of collecting, storing, and using DEI data, so you can feel comfortable and confident with the data. Members of Apra’s Ethics Committee have a live Q&A to answer questions and drill into the complexities.

Education Track
Ethics, Accountability and Professionalism
Speakers

Megan Horton

Photo of Megan Horton
Megan has been with UC San Diego Advancement since 2015. She works with fundraisers across the university, and specializes in CFR research and portfolio management. Previously, she worked in Washington, DC and El Salvador where she worked in social justice. Megan serves as Chair of Apra’s Ethics and Compliance Committee. She has a BA in International Affairs from George Washington University and an MA in Latin American Studies from UC San Diego.

Erin Osborn

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Erin Osborn is the Prospect Development Director at Children’s Hospital Colorado Foundation. She started at the Foundation in 1997, working as a coordinator in a variety of departments, including planned giving, major gifts and special events. Erin has worked in prospect research since 2001. She is a past president of APRA-Rocky Mountains, Erin has presented for APRA, APRA-Rocky Mountains, AFP Colorado, AHP Rockies & Southwest, Community Shares of Colorado and the Aspen Development Group.

Lori Hood Lawson

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Lori, VP, Advancement Insights, UC Innovation, has spent over 20 years helping the fundraising sector harness the power of actionable data. Lori began her career at Florida State University Foundation. She then joined Prospect Information Network (P!N) and transitioned its flagship product, ProfileBuilder, to a SaaS CRM solution post acquisition by Kintera. She is a co-founder of WorkingPhilanthropy.com and the editor of Big Good: Philanthropy in the Age of Big Data & Cognitive Computing.

June 30

10:25am - 11:40am

Fundraising Innovations for 2021 End Of Year Fundraising

“This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.”   Nonprofits are facing challenges with traditional ways of Fundraising alongside rising demand for their services. In 2020, we learned how important digital was to our mission, and in the 2021 Giving Season we will face a new set of challenges and opportunities in how we Fundraise. This year, we want to focus on trying new things, the success of which was evident during 2020, and thinking of community “moments.”

Education Track
Securing the Gift
Speakers

Piper Sullivan
Piper Sullivan is a Product Marketing Manager for Fundraising at Salesforce.org. She is passionate about helping nonprofits embrace technology as a way to connect with supporters in meaningful ways. Prior to Salesforce.org, Piper helped The Salvation Army modernize their fundraising philosophy and tools after having gained key marketing insights and a user experience focus at Apple. Her background has been in entertainment, marketing, and tech for over a decade.

June 30

11:45am - 1:00pm

Cultivating Future Leaders: Launching an Associate Board

Associate Boards are increasingly popular. Young professionals hope to grow their skillset and align with a cause they care about. At the same time, nonprofits are always looking to expand their pipeline of new leaders. Understand how you can implement an Associate Board to cultivate your next generation of philanthropists.

Education Track
Volunteer Involvement
Speakers

Nicole Berman

Photo of Nicole Berman
A fundraiser, nonprofit consultant, and millennial advocate, Nicole Berman has led fundraising efforts for national, statewide, and local nonprofit organizations over the last ten years. Her passion is building up young professional community engagement and developing a connected network of future leaders. In addition to serving on several YP boards, she launched an Associate Leadership Board for a large nonprofit in 2018. She is currently the Membership Chair for the AFP Coastal Georgia chapter.

June 30

11:45am - 1:00pm

Give to Get: Tapping into the Power of Financial Advisors

Financial advisors stand with their clients--your major donors--at the intersection of money and meaning, wealth and giving, planning and purpose, relationship and impact. Gain industry insights and come away with a win-win-win strategy for cultivating Major Donor Champions in service to your mission and major donor growth.

Education Track
Relationship Building
Speakers

Kate Shannon

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Kate Shannon is Assistant Vice President, Senior Financial Advisor at Merrill Lynch. She earned her M.A. in Philanthropic Studies from The Lilly School at IU, where she was a Jane Addams-Andrew Carnegie Fellow. Kate has served as wealth advisor to affluent clients for over fifteen years but got her start in nonprofit development with her CFRM from The Fundraising School. A servant-leader and values-based guide, Kate stands at the intersection of money and meaning.

June 30

11:45am - 1:00pm

Developing your Development Career: How to F.U.N.D. your Goals and Plan with Purpose

Learn how to "F.U.N.D." your career path by examining your Financial goals, Unique strengths, Network building and Development planning through “bootstrapping” your professional development and planning your own growth. You will leave with a Professional Development Plan for a career in philanthropy that is actionable and ready to execute.

Education Track
Leadership and Management
Speakers

Katie Lord

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Katie Lord, VP of Nonprofit Development at Proof has an extensive background in fundraising and marketing. She has spent her career in the social sector, first in development with three national nonprofit organizations and then transferred her skills to nonprofit consulting. Katie’s strength is working with nonprofit organizations to increase their fundraising , development and marketing success through strategic, donor-based communications. Katie is a BoardSource Certified Consultant and a graduate of the University of Kansas.

June 30

11:45am - 1:00pm

Who’s a Philanthropist? I am.

As communities of color grow in wealth and influence, and women from all racial backgrounds lead through philanthropy, common perceptions of who society sees as a “philanthropist” are being challenged as never before. Women Give 2019 explores the intersection of race, gender, and giving, dispelling myths about who is philanthropic.

Education Track
Relationship Building
Speakers

Jeannie Sager

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Jeannie Sager is director of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. WPI believes that gender matters in philanthropy, and that solving the world’s complex problems requires perspective, leadership and generosity from women and men. WPI focuses on conducting, curating and disseminating rigorous research that grows women’s philanthropy. Jeannie is a seasoned nonprofit executive with over 25 years of experience in health care, higher education, and independent school leadership.

June 30

11:45am - 1:00pm

Change Ahoy! How to steer your organization through turbulent waters

Rachel Hunnybun and Maeve Strathy from Blakely will cover change from the fundraiser’s point of view – how to influence and move along decision-making in your non-profit organization, how to build trust, how to maximize productivity to enable the hard work behind change, and how to avoid burning while navigating it.

Education Track
Leadership and Management
Speakers

Rachel Hunnybun

Photo of Rachel Hunnybun
Rachel is a fundraising professional with over a decade of experience working for UK charities in Individual Giving & Supporter Experience. More recently, she has worked as a consultant with European, US and Canadian charities. She speaks internationally and served as a commissioner for the UK’s Commission on Donor Experience.

Maeve Strathy

Photo of Maeve Strathy
Maeve Strathy is a passionate and driven Fundraising Strategist at Blakely Inc. Every day, Strathy works with her clients on meeting and exceeding their fundraising goals, through a focus on insights-driven strategy, high-value donor relationships, integrated multi-channel fundraising, and the best possible donor experience.

June 30

11:45am - 1:00pm

How to Get In-The-Door with Unlikely Prospects Using Prospect Research

Does your research consist of a quick Google search and Facebook review of your prospective donor? Dive into a wealth of available information to learn how your prospect’s giving history, family background and hobbies reveal the key to a successful ask. Bring your tablet/smartphone for an interactive learning session.

Education Track
Current and Prospective Donor Research
Speakers

Chris Keeshan

Photo of Chris Keeshan
Chris Keeshan is the Founder of CKA, a fundraising consulting, coaching, and training company that has helped clients raise more than $206,850,000 through strategic coaching. Her 30 plus years of fundraising and coaching experience offers clients confidence in reaching their fundraising goals, keen fundraising strategies, creative and bold approaches to get in-the-door with prospects, and unsurpassed prospect research that turns a cold call into a warm call.

June 30

11:45am - 1:00pm

Right Person, Right Message, Right Time: Marketing Automation for Online Fundraising

Digital fundraising allows us to give the right message to the right person at the right time! How do we do it without losing our minds? Marketing automation! Learn what’s possible, what’s working and what’s NEW in marketing automation—and how you can use it to improve your fundraising program.

Education Track
Securing the Gift
Speakers

Lara Dyan Fornal

Photo of Lara Dyan Fornal
Email Marketing Manager Lara Dyan Fornal has a decade of nonprofit email marketing experience. She currently works for the Student Conservation Association and, prior to SCA, for the Humane Society of the United States. She has previously presented on the topic of email deliverability and is eager to share how she applies marketing automation while navigating around system limitations. Lara lives with her husband and cat in a small town outside of Pittsburgh, PA.

Wendy Husman

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Wendy Marinaccio Husman is an Account Director with Mal Warwick Donordigital. A fundraiser for nearly two decades, her favorite topics are digital fundraising, monthly giving and data. Her MWD clients have included Mercy For Animals, Corporate Accountability and Project HOPE, among many other organizations doing fantastic progressive organizing. Prior to her work with MWD, she worked as Membership Director for the Golden Gate National Parks Conservancy and Development Director for Alonzo King LINES Ballet.

June 30

11:45am - 1:00pm

Does Your Fundraising Spark Joy? The Life-Changing Magic of Tidying Up Your Fundraising

Does your fundraising spark joy for your donors and you? This dynamic session will help identify the issues that keep your fundraising from being the best it can be. You’ll walk out with a plan to tackle your clutter and create a joyous experience for your donors and for yourself.

Education Track
Current and Prospective Donor Research
Speakers

Clay Buck

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T. Clay Buck, CFRE, has been in the nonprofit sector since 1991 and has an extensive background as both a frontline practitioner and fundraising consultant. His expertise is in annual and individual giving, with a focus on creating systems and processes that drive donor-centered results. Buck, who has held the CFRE certification since 2014, is an AFP Master Trainer and an International Advisory Panel member of Rogare. He teaches fundraising at UNLV.

Scott Richards

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Scott Richards has spent the last decade teaching nonprofits of all sorts how to make the best use of technology solutions. Currently the Director of Training & Education for Virtuous, Scott previously trained users with WealthEngine, and has spent time working with and for a variety of nonprofit organizations over the years.

Lindsay McReary

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Lindsay McCreary, Director of Philanthropy Operations at La Jolla Country Day School, has a wide-range of operational fundraising experience, including multi-million dollar special events, database management and migration, annual and special giving campaigns, and managing two nine-figure capital campaigns with a large hospital foundation. With a Master’s in Business Administration from the University of San Diego, she specializes in change and operational management with the goal of maximizing efficiency and positively impacting the donor experience.

June 30

11:45am - 1:00pm

Major Gifts: From Concept to Close in 100 Days

Alignment with the donor’s decision-making process is key to both successful and efficient major gift solicitations. This session discusses key principals of aligning your cultivation and solicitations with the donors’ decision-making process as well as how to recruit and organize the rest of your team to best support your efforts.

Education Track
Securing the Gift
Speakers

Benjamin Wirick

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Benjamin Wirick, AVP Development at AltaMed, implemented a systematic approach to major gifts, emphasizing alignment with donors’ decision-making process via common processes, language, and metrics. Through this approach and subsequent initiatives, AltaMed increased funding more than 350% over four years. Prior to AltaMed, Wirick founded a nonprofit consulting firm which developed campaigns, major gift solicitation, and annual giving programs. Wirick attended CSU Long Beach for both a graduate (MPA) and undergraduate (Literature) degrees (go Dirtbags!).

June 30

11:45am - 1:00pm

Uncomfortable Conversations with Donors

Ever dread calling a particular donor out of fear that they might make an inappropriate comment about race, politics, or gender? This has happened to many of us, and there is no avoiding these uncomfortable conversations. Learn some key takeaways and how to identify a potential conflict from this discussion.

Education Track
Ethics, Accountability and Professionalism
Speakers

Quentin Moore
Quentin Moore serves as the Director of Development at Project for Pride in Living – PPL. A Twin Cities non-profit dedicated to building the hopes, assets, and self-reliance of individuals living with lower incomes through transformative housing and career readiness services. He graduated from the University of St. Thomas, and currently serves as AFP-MN’s Resource Development Vice-President. Quentin also serves on the Board of Directors for Ascension Catholic Academy in North Minneapolis.

Christina DeVries

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Christina DeVries, she/her, is an artist, Minneapolis transplant and activist. She earned a Masters in Advocacy and Political Leadership from Metropolitan State University. She currently works as the Director of Development for Students United, which advocates alongside the 50,000+ Minnesota State University students. Prior to working at Students United, she managed grants for a large human services nonprofit, organized donors and worked internally in the Peace Corps as a health volunteer.

Elodie Lee
Elodie Lee (she/her) is driven to tackle systemic issues with transformational hospitality that inspires giving. Elodie has 10+ years of experience creatively connecting resources with community needs as a relationship builder, fundraiser, and donor organizer. Currently fundraising with individuals and families as Donor Engagement Officer at Beacon Interfaith Housing Collaborative, she’s an alum of the Giving Project and a part of community-based grantmaking at Headwaters Foundation for Justice and is a Community Centric Fundraising enthusiast

Mina Kobayashi

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Mina Kobayashi is the Development Manager at Genesys Works Twin Cities. She has worked in education and arts spaces locally as a fundraiser, and a board member. Mina was born and raised in New York City, attended college in Maine, and has called St. Paul home for five years.

Sarah Staiger

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Sarah is the Director of Advancement for Beacon, an organization working to advance equitable housing in MN. She especially values the organizing and advocacy work happening within the Beacon collaborative and in the MSP community. Sarah holds a Master’s in Advocacy and Political Leadership (MAPL) and crafts relational fundraising strategy that engages people in social change. Sarah is the Chair of AFP-MN’s education committee.

June 30

11:45am - 1:00pm

Why Golf Belongs in Your Organization’s Fundraising Portfolio

“This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” Golf is a critical, yet underutilized, fundraising mechanism. This session will discuss the value of golf fundraising, the unique goals golf fundraisers accomplish for nonprofits of all sizes, and how technology can streamline golf tournaments (whether they’re held by nonprofits, partners, volunteers, or other third parties).

Education Track
Securing the Gift
Speakers

Logan Foote
Logan Foote is the Education and Development Manager at GolfStatus.org. Since 2017, Logan has worked with all types of nonprofit organizations to automate and streamline the management of their golf events and maximize fundraising outcomes. Logan has been playing golf since he was four years old. He has a bachelor's degree in business administration from the University of Nebraska-Lincoln and resides in Lincoln, NE with his wife and two sons.

June 30

2:20pm - 3:35pm

Donor Love: Brain, Data, and Experience to Supercharge Your Donor Retention

Have you ever wondered what "donor love" means in practice and how to measure it?  With the help of neuroscience and real fundraising cases from around the world, this session will show how to engage donors using science, experience, and data to supercharge the lifetime value (LTV) of donors

Education Track
Relationship Building
Speakers

Francesco Saverio Ambrogetti

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Francesco Saverio Ambrogetti is the UNICEF global lead of supporter engagement in NY. Before reaching this position, he was at the Capital Development Fund of the UN and director of fundraising for UNICEF Italy. He has over 20 years international experience with UNICEF, UNAIDS, World Bank, WWF, and MSF, in Geneva, Panama,Bangkok. Ambrogetti teaches at the University of Bologna and authored Emotionraising: How to Astonish, Disturb, Seduce and Convince the Brain to Support

June 30

2:20pm - 3:35pm

Demystifying Post-Death Administration for Charitable Beneficiaries

In a candid conversation, a professional fiduciary who specializes in death-related administration, and a planned giving professional who administers bequests for a public charity, will empower fundraising professionals to exercise their rights in ways that hold fiduciaries accountable and protect the financial interests of charitable beneficiaries of estates and trusts.

Education Track
Securing the Gift
Speakers

Fredrick Weber

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Fred handles post-death administration when Northern Trust acts as fiduciary for a client who has died. Fred previously practiced trust and estate law, worked in planned giving, and served as an aide to U.S. Senator Paul Wellstone. Fred speaks frequently on post-death administration of estates and trusts, and was as an adjunct professor at John Marshall Law School. He holds a BA from the University of Minnesota and a JD from DePaul University.

Andrew Fussner
Andrew Fussner is the national VP of Estate Settlement for the American Heart Association, overseeing the administration of $75 to $100 million in annual bequests. Before joining AHA, Andy practiced as a trust, estate, probate and tax attorney at Foley & Lardner. He holds a BS in Accounting, a BA in Political Science, and a JD, all from the University of Florida, where he was a member of Law Review and Order of the Coif.

June 30

2:20pm - 3:35pm

Can’t We All Just Get Along? A Guide to Building the Optimal Development Team

People are one of an organization’s greatest strengths and also a source of meaningful challenge. Many non-profit leaders struggle in building cohesive, capable and coordinated teams. In this session, we will review key human resources concepts, including lawful hiring, remote positions post-pandemic, and maintaining a vibrant and diverse workplace culture.

Education Track
Leadership and Management
Speakers

Amy Wolfe

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Amy Wolfe, MPPA, CFRE, is a partner in Mujeres Poderosas, a collaboration of hard-working, determined and passionate women sharing their collective wisdom for the betterment of non-profit organizations. She has over fifteen years of non-profit development experience. Amy serves on the boards of directors for Protected Harvest, The Salas Foundation and the Modesto Rotary Club Foundation. She, her husband, their daughter and their Great Dane enjoy country life in California.

Natalie Gupton

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Natalie Gupton, MPA, CFRE, is the Director of Business Services and Industry Relations for AgSafe, the educational leader for the food and farming industries in supporting their commitment to a healthy and safe workforce. Previously, she was a development coordinator for Norton Children’s Hospital and also the United Way of the Bluegrass. She and her husband enjoy their country life in the heart of Kentucky’s largest city with their daughter and rescue dog, Cutie Pie.

June 30

2:20pm - 3:35pm

Hack Your Fundraising – Tips from 2 Productivity Nerds

There are countless fundraising tasks but only 24 hours in the day. How will you get it all done? Fundraising master trainers and productivity nerds Alice Ferris and Chad Barger will help you refine your personal productivity system and maximize your time, energy and attention for fundraising success.

Education Track
Ethics, Accountability and Professionalism
Speakers

Chad Barger

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Chad Barger helps nonprofits overcome the barriers to fundraising success. He is a sought after nonprofit fundraising consultant, speaker and coach with over 20 years in the field. Chad shares actionable nonprofit fundraising tips and free resources at productivefundraising.com.

Alice Ferris

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Alice L. Ferris, MBA, CFRE, ACFRE, is the founder of GoalBusters, providing hands-on, comprehensive fundraising leadership for small to medium-sized charitable organizations. Alice has 30 years of experience in the philanthropic sector, focusing on strategic and development planning, board development, annual giving, nonprofit operations, and small shops.

June 30

2:20pm - 3:35pm

Become a Crowdfunding Hero: Raise Dollars, Awareness, and Lasting Supporters

Learn strategies for a successful Crowdfunding Campaign! Hear tips, trends, best practices and case studies from Cranbrook Educational Community. Leave with tools to plan a successful campaign, avoid pitfalls and keep your donors engaged long after they make their gift.

Education Track
Securing the Gift
Speakers

Sommer Brock

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Sommer Brock, CFRE is President and a long-standing member of the AFP - Greater Detroit Chapter. She serves as Vice President of Development for the Pontiac Community Foundation and is the founder of No Nonsense Fundraising, LLC. Previously, Ms. Brock served as Director of Development for Cranbrook Horizons-Upward Bound and has held various fundraising roles at several nonprofits including the Detroit Zoological Society, Playworks Michigan and the Society of St. Vincent de Paul – Detroit.

Katja Thomakos

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Katja Thomakos, CFRE, is the Director of Development at Cranbrook Institute of Science. Previously, she was Executive Director of the Louisiana School for Math, Science, and the Arts; Managing Director of Water Works Theatre in Michigan; and Assistant Director of Corporate and Foundation Relations at the College for Creative Studies in Detroit. She holds a BA in Theatre and Anthropology from Michigan State University and an MA in Arts Administration from Eastern Michigan University.

June 30

2:20pm - 3:35pm

Three Keys of Negotiation

There are three key concepts that transform any negotiation. In this talk, we work through each, citing examples from neuroeconomic literature and current event case studies. Come prepared to walk away understanding how and where the three keys are at play, and how to leverage the keys for your organization

Education Track
Securing the Gift
Speakers

Scott Wayne

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Scott Wayne is Managing Partner of Envoy, the leading market intelligence and negotiation firm. He leads a team in supporting clients in investigating markets in order to build partnerships and shift market behaviours. Scott learned his craft working as a British Diplomat, before moving to the private sector. He holds undergraduate and graduate degrees in International Relations from the London School of Economics and Georgetown University’s School of Foreign Service.

June 30

2:20pm - 3:35pm

Uncovering Your Authentic Leadership

(Eligible for 1.25 ACFRE credits in Leadership) Transformation is underway in the nonprofit sector. Millions of baby baby boomers are exiting and you are up! Come uncover who you are as an authentic leader through this interactive session that will help you define your leadership style and goals.

Education Track
Leadership and Management
Speakers

Bret Heinrich

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Bret Heinrich is President/CEO of Wings of Hope, a humanitarian organization nominated twice for the Nobel Peace Prize. Bret is a Past-President of AFP St. Louis and a member of the AFP Global Board of Directors. He teaches at Washington University, Webster University and Southern University and serves on several boards. He is a certified fundraising executive (CFRE) and an ordained minister. Bret and his family reside in Missouri.

June 30

2:20pm - 3:35pm

How to Evaluate Your Fundraising Strategies for People Who Hate Math

You don’t have to be a mathematician to quantify your fundraising efforts and decide which offers the best return on your investment. Learn simple tricks to assess individual development strategies and build evaluation into your development plan. Practice these tricks through a guided activity using info from your organization.

Education Track
Relationship Building
Speakers

Ivy Buchan

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Dr. Ivy R. Buchan fell in love with volunteerism and board governance in high school. She has 19 years of experience working with nonprofits and earned her Ph.D. in Administration and Leadership in the Nonprofit and Public Sectors with a research focus on multidisciplinary team collaboration. Ivy is a Licensed Consultant of legal and ethical nonprofit standards through PANO, Standards for Excellence. She also started two nonprofits and edited three nonprofit textbooks.

June 30

2:20pm - 3:35pm

Peer to Peer Fundraising: Empower your donors AND raise more money!

Peer to Peer fundraising is a powerful yet underutilized strategy for strengthening donor relationships, engaging Millennials, acquiring new donors, and raising more money. In this session, participants will learn tangible steps to create and run a successful P2P campaign while also debunking myths that will hinder success.

Education Track
Relationship Building
Speakers

Emily Allison

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Emily grew up in Bozeman, Montana and graduated from Middlebury College in 2010 with a degree in Geography and Environmental Studies. Over the next 5 years, she worked as a backpacking guide, cross country ski coach, and a Project Manager for local marketing and design company. Emily is the Development Director for Bridgercare, the local family planning and reproductive health clinic in Bozeman, and absolutely loves development work and the nonprofit community as a whole!

June 30

2:20pm - 3:35pm

Navigating the Sea Change: Engaging Next-Gen Leaders & Grant Seeking in Post-COVID Times

There are big changes in the world of foundation grants. Next-gen leaders are taking the reins as the sector responds to COVID-19 and its aftermath. Learn how we must adapt our grant seeking strategy, strengthen our case and change our approach to winning vital grant support.

Education Track
Securing the Gift
Speakers

John Hicks

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John Hicks, CFRE, is principal and founder of DLBHICKS LLC, a fundraising consulting and strategy firm that helps clients build and strengthen grantseeking programs. He is a faculty member at Columbia University's Nonprofit Management Program and a grant writing instructor for Candid. Hicks has been awarded "Stellar Speaker" status by CASE and has appeared as a presenter for AFP, The Chronicle of Philanthropy, The Ford Foundation, and the Institute of Fundraising (U.K.).

June 30

2:20pm - 3:35pm

Your Next Donor is Already in Your Database. Really? Where?

Your best donors are in your database. Who are they? How much could they give? What if your database is a beast? Successful relationship management demands viable donor pipelines. In this session, learners assess their current prospect development practices and receive practical tips to improve donor identification and moves management.

Education Track
Current and Prospective Donor Research
Speakers

Regina Alhassan

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Regina Alhassan is Founder of ResearchPRO. With total dollars identified exceeding $1 billion, she has specialized in major gift campaigns and relationship strategy for organizations such as The Ohio State University, Ohio History Connection, I Am Boundless, Columbus Academy and Heal Her Foundation. Her 20 years of prospect research and management includes software development, end user training, leadership consulting, knowledge management, moves management, systems management and development operations.

June 30

2:20pm - 3:35pm

Supporters in Sight: Using Analytics to Identify Major Gift Prospects

“This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” In this session, we’ll look at trends in major giving and high-net-worth philanthropy across the United States. Then, we will briefly explore various analytics techniques and best practices to identify prospective donors for your major gifts program.

Education Track
Current and Prospective Donor Research
Speakers

Melissa Bank Stepno
Melissa Bank Stepno is director of consulting and services for Blackbaud, where she manages professional services for the company’s Analytics and Data Intelligence product lines. She has worked in the fundraising and nonprofit space for more than 20 years and has consulted directly with hundreds of clients across all sectors and sizes. She received her BA from Brandeis University and masters' degrees in arts administration and higher education administration from Boston University.