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.

Clear

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

Photo of Benjamin Miller
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.

6 Trends with the Power to Change Major Gift 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 decline in broad-based giving, the impact of the COVID-19 pandemic, the relentless emphasis on outcomes, and more.

Education Track

Securing the Gift

Speakers

Mary Nemerov

Photo of Mary Nemerov
Mary is Chief Advancement Officer at the Sierra Club, the country's oldest and most influential grassroots environmental organization. She has worked in board development and fundraising for environmental organizations for more than 20 years. A graduate of U.C. Berkeley and the University of Michigan, Mary has led major fundraising efforts in both the Northeast and California. She manages membership and direct marketing, planned giving, business partnerships, brand marketing and major gifts efforts.

Jatrice Martel Gaiter

Photo of Jatrice Martel Gaiter
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

Photo of Christina Yoon
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

Photo of Joshua Else
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.

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.

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

Photo of Rachel Clemens
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.

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.

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

Photo of Sarah Landman
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.

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

Photo of Jennifer Oyer
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.

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

Photo of Amy Wolfe
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

Photo of Natalie Gupton
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.

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

Photo of Cory Davies
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.

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

Photo of Sandra McNeely
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.

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.

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

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

Robert Hofmann

Photo of Robert Hofmann
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.

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

Photo of Katie Lord
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.

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.

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

Photo of Wayne Olson
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.

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

Photo of Kate Kiser
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.

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

Photo of Jennifer Filla
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.

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

Photo of Kirsten Anderson
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

Photo of Tyler Timko
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.

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

Photo of Kate Shannon
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.

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

Xiaonan Kou

Photo of Xiaonan Kou
Xiaonan Kou received her Ph.D. in Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy. In addition to research, Coco co-founded Tianjin United Education Assistance Foundation in China in 2005 and continues serving on the board of the Foundation, one of the first non-governmental public-fundraising foundations in China. Coco received her master’s degree in Public Policy and certificate in Nonprofit Studies from Johns Hopkins University.

Cathie Carrigan

Photo of Cathie Carrigan
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

Photo of Xiao Han
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

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

Una Osili

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

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

Photo of Anthony Alonso
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.

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.

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

Photo of Elizabeth Ngonzi
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

Photo of Pinky Vincent
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.

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

Photo of Michelle Turman
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.

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.

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

Photo of Ivy Buchan
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.

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

Photo of Tracy Vanderneck
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.

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

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

Photo of David Fivecoat
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

Photo of Russ Hodge
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.

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

Photo of Virginia Thumm
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.

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

Photo of Benjamin Wirick
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!).

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

Marketing vs. Mission: How to tell the story without exploiting the beneficiaries

Join Mo Waja, fundraiser at Blakely, and Jess Myers, Loyalty Coordinator at Doctors Without Borders (MSF) for a practical exploration of an ethical approach to storytelling, including an approach to collecting content in a way that avoids exploitation and a functional metric to help charities self-assess material for exploitative content.

Education Track

Ethics, Accountability and Professionalism

Speakers

Jess Myers

Photo of Jess Myers
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.

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

Photo of Shana Peete
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.

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

Photo of John Hicks
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.).

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.

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

Photo of AJ Steinberg
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.

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

Photo of Jared Sheehan
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.

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

Photo of Emily Allison
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!

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.

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

Photo of Ann-Marie Meacham
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

Photo of Matthew Siegel
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

Photo of Vinney Arora
Vinney Arora is the principal consultant at The Arora Collective, where he and his team help organizations realize their growth opportunities by increasing efficiency, visibility, and supporter engagement. 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.

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

Photo of Jack Valor
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

Photo of Taylor Leake
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.

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

Photo of Susan Holt
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".

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

Photo of Wendy Husman
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.

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

Photo of Lauren Steiner
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.

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.

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.

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

Photo of Kohinoor Chakravarty
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.

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

Photo of Kittie Fahey
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

Photo of Andrew Canada
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.

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©

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

Amy Lampi

Photo of Amy Lampi
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.

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

Photo of Holly Wagg
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.

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

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

Photo of Delphia Ridley
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.

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

Photo of Sarah Willey
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

Photo of Chessie Biggam
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

Photo of Cherrelle Duncan
As the founder of Duncan Impact Solutions, Cherrelle Duncan is responsible for providing clients with resources to implement effective strategies to build their organizations, mobilize fundraising efforts, and increase visibility within their communities. 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

Photo of Nicholas Kulik
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

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

Photo of Alexis Gaiptman
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

Photo of Stephen George
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.

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

Photo of Scott Wayne
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.

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.

Uncovering Your Authentic 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

Photo of Bret Heinrich
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.

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

Photo of Jeannie Sager
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.

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

Photo of Regina Alhassan
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.

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

Photo of Shanon Doolittle
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.

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.

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

Photo of Julia McDowell
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.

Crafting donor personas to bring in the bucks

Do you want your donors to connect with your organization? What you say, how you say it, and where you show up, it's essential to root your communications in your supporters' needs, motivations, values, and interests. Learn the value of creating personas.

Education Track

Relationship Building

Speakers

Farra Trompeter

Photo of Farra Trompeter
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

Photo of Mica Bevington
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.

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

Photo of Perihan Abou El Ela
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

Photo of Nancy El Sherbiny
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

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

Photo of Ken Phillips
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

Photo of Gayle Gifford
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.

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

Photo of Melissa Dulin

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.

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

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.

Scott Richards

Photo of Scott Richards
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

Photo of Lindsay McReary
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.

A Conversation on being an Equitable, Inclusive, Diverse Leader

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

Photo of Ana Luisa Ramirez
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

Photo of Meghan Cummings
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

Photo of Michael Baker
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

Photo of Jason Huff
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

Photo of Don Baker
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.

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

Photo of Sommer Brock
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

Photo of Katja Thomakos
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.

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

Photo of Chad Barger
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

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.

How Co-Leadership at a Mid to Small-Sized Nonprofit Can Improve Capacity, Collaboration, and Community

This session will explore the benefits and challenges of a co-leadership model and how this model can magnify an agency’s commitment to DEI. How to incorporate this shared leadership across the agency will also be discussed, as well as ideas on innovative implementation, creative capacity-building and fundraising, and community centering.

Education Track

Volunteer Involvement

Speakers

Greg Morris

Photo of Greg Morris
Greg serves as the Co-CEO of HopeWorks, the largest homeless service provider in New Mexico. Prior to joining HopeWorks in 2016, he served as the Executive Director of the ACLU of Idaho. Greg has more than 20 years of experience working with at-risk and unhoused populations, and is the founder of CATCH, Inc., a nationally recognized re-housing program serving families. He also served consecutive terms as the President of the Boise/Ada County Homeless Coalition.

Annam Manthiram

Photo of Annam Manthiram
Annam Manthiram is the current development director at HopeWorks, New Mexico’s largest nonprofit serving the needs of those experiencing homelessness. She has over 15 years of nonprofit and community organization work in multiple states, helping various organizations raise millions of dollars for their missions. Manthiram holds a Master’s Degree in Writing from the USC and is a recipient of the 2020 Albuquerque Business First Women of Influence award. She is also a published author.

Why Challenging Our “Sacred Cows” Every Year is the Smartest Fundraising Move We’ve Made

In this session. Cherian Koshy, Director of Development at De Moines Performing Arts, and Hilary Noon, EVP of Analytics, Insights, & Experience explore how DMPA uses data to challenge their “sacred cows” and invest in new thinking and tactics every single year.

Education Track

Current and Prospective Donor Research

Speakers

Matthew Mielcarek

Photo of Matthew Mielcarek
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.

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

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

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.

Speakers

Cecelia Caspram

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
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.

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

Christina DeVries

Elodie Lee

Brendan Bannigan

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.