education sessions

We have a wide array of educational sessions waiting for you at AFP ICON 2024. Whether you want to master leadership, relationship building, securing the gift, trends and innovation, or all of the above, AFP has the latest and greatest information to unlock your fundraising potential.

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

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Continuing the Conversation On Being An Equitable, Inclusive, and Diverse Leader

You are invited to reflect on some of your biggest challenges that can be approached and resolved from an inclusive, diverse, and equitable lens. 100% of the panelists in this session have lived experiences, and will position you for personal and professional IDEA success!

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Sana Mahboob

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Government of Canada - Senior Advisor
Sana Mahboob is a Past-President of AFP Manitoba and an enormous advocate for the communities she serves across the globe. Sana serves in executive positions on local, national, and international Boards – ranging from philanthropy, sports, youth and information technology. With over a decade of diverse experiences, Sana is now serving as a Special Advisor with the Government of Canada. She has a transparent discussion style, and as an immigrant to Canada, Sana brings a diverse perspective and passion to everything she does professionally, and personally.

Ana Luisa Ramirez, MBA, AFP Certified Facilitator (formerly AFP Master Trainer)

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Gestión Filantrópica SC - Consultora
Ana Luisa has served the non-profit sector for over 20 years, and is the CEO of Gestión FIlantrópica, a mexican consulting firm. Previously she has held various positions including the Director of fundraising at Ministry of Culture of the state, and the children´s museum. Ana Luisa now serves as a public servant with an elected position in the city council of Zapopan, the largest city of Jalisco. She´s served on the International Board, Co-founder of the AFP México Foundation, Past-President of her local chapter. Ana Luisa loves teaching at the Jesuit University ITESO.

Majoy Camberos

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Casa Hogar Ana Maria Casillass Cruz - Special Projects Manager
Majoy Camberos seeks growth in cultural, educational, and philanthropic fields with interdisciplinary experience which enriches her problem-solving approach with background in administration, logistics, and orchestral production, serves as Project Developer at Orphanage Ana Maria Casillas. AFP member since 2020, she currently holds the secretary position at AFP Occidente Pacífico México.

Don Baker, AFP Certified Facilitator (formerly AFP Master Trainer)

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FAME, Inc. - Chief Executive Officer
Don Baker, AFP Master Trainer, MPA | FAME, Inc. - Chief Executive Officer For over 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.

Michael Baker, CFRE

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m3 Development - Partner & Founder
Michael J. Baker, CFRE, is founder and partner of m3 Development, a full-service consulting firm. Michael has over 30 years of experience, is an AFP Master Trainer, serves on the Board of the Marlboro Educational Foundation, and as an Ambassador for CFRE International. 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 is an Eagle Scout. Twitter: @mbakercfre Instagram: @michaeljaybaker LinkedIn: michaeljbakercfre 732-245-9868 mbaker@m3development.net


How Good Governance Can Improve Business and Strengthen Volunteer Engagement

Attendees will immerse themselves in two vital facets: cultivating robust governance frameworks and fortifying volunteer engagement strategies. By harnessing the power of volunteerism, organizations can catalyze an influx of donors, cultivate future leaders, and foster stronger community connections, propelling their mission forward with amplified support and engagement.

Education Track(s): Volunteer Involvement

Audience: Applied

Speakers

Rochelle Jerry

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Indy Arts Council - Director of Development
Rochelle Jerry is a nonprofit executive, professional fundraiser with an expertise in governance and volunteer cultivation. She is the Director of Development at Indy Arts Council, central Indiana’s leading arts advocacy agency that supports artists, arts organizations and public art programs. Having spent 20+ years in the nonprofit sector, she has a knack for developing innovative fundraising models and transforming organizations through collaborative leadership–strategies.


Unlock The Secret to Explosive Nonprofit Growth (Presented by CharityEngine)

Is your nonprofit ready to scale up and make a significant impact? One powerful strategy can transform your growth trajectory: expanding and refining your monthly giving program. Monthly donors provide a steady, predictable revenue stream that fuels your mission and builds deeper connections with supporters. In this dynamic session, seasoned experts Dave Martin of CharityEngine and Dana Bunke of Easterseals will take you through a comprehensive, actionable roadmap for creating and optimizing a successful monthly giving program. You’ll gain insights into how to build a loyal donor base, leverage innovative tools, and maximize revenue retention.

Education Track(s): Securing the Gift

Audience: Applied

Speakers

Dana Bunke

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Easterseals - Senior Vice President of Direct Response and Integrated Fundraising
Dana Bunke is a seasoned direct marketing and fundraising leader, currently serving as Senior Vice President of Direct Response and Integrated Fundraising at Easterseals - an organization leading the way to full equity, inclusion and access through life-changing disability and community services. Dana has consistently driven transformative results through her expertise in direct response television (DRTV), monthly giving, and strategic media buying. Her innovative approaches have helped improve brand metrics, visibility, and collaboration across teams and organizations, creating a lasting impact at organizations like Wounded Warrior Project, ALSAC/St. Jude, and Easterseals.

Dave Martin

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CharityEngine
Dave Martin is the Vice President of Marketing at CharityEngine. He’s a digital marketing expert with a unique combination of nonprofit and for-profit experience. He combines that with a track record of delivering real results. Prior to joining CharityEngine, Dave was the CMO at Blue Cypress where he helped purpose-driven leaders unlock growth. Before that, Dave was the Director of Marketing at the American College of Radiology. He was also the Chief Marketing Officer for Aptify, a company that makes Association Management Software. Additionally, he served as the Vice President of Marketing and Content for the Electronic Retailing Association (ERA).


20 Years of Women’s Philanthropy Research: Implications for Growing Giving By and For Women

Building on two decades of research on gender and philanthropy, this session will highlight unique insights from the Women's Philanthropy Institute's new research on trends in women's philanthropy since 2000. Attendees will learn about the driving forces behind these changes and gain practical strategies for engaging women in philanthropy.

Education Track(s): Current and Prospective Donor Research

Audience: Applied

Speakers

Jacqueline Ackerman, MA

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Indiana University Lilly Family School of Philanthropy - Interim Director, Women's Philanthropy Institute
Jacqueline Ackerman is interim director at the Women’s Philanthropy Institute, which believes that gender matters in philanthropy, and that solving the world’s complex problems requires perspective, leadership, and generosity from women and men. Her work centers on moving WPI research into action, delivering insights to donors, fundraisers, and sector leaders that grow women’s giving and deepen fundraisers’ engagements with women donors. Jacqueline joined the Lilly Family School of Philanthropy in 2012 after earning a Master’s in Public Affairs from the Indiana University O’Neill School of Public and Environmental Affairs in Bloomington.

Elizabeth Barajas-Roman

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Women's Funding Network - President & CEO
Elizabeth Barajas-Román is President & CEO of the Women’s Funding Network, the largest philanthropic network in the world devoted to gender equity and justice. In this role, Elizabeth leads strategy to strengthen the collective power of the network as a unified platform for change. For more than 20 years she has been a leader in progressive movements, including advocating at the national level for the health and rights of immigrant women and their families. Elizabeth is a graduate and Trustee of Oberlin College, and she received her master’s degree in international policy from Harvard University.


Meaningful Risk: Navigating Vulnerability and Transparency in Fundraising

Join us for a thought-provoking session on the intricate relationship between vulnerability, transparency, and ethical fundraising practices. Through interactive, lived, real-life examples, uncover how embracing vulnerability can foster deeper connections with donors while maintaining ethical standards--no matter your role in the organization.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Kristen Bierma

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Beacon Hill - Executive Director
Kristen has served Alaska’s children and families for the past 30 years as a clinician and as the Executive Director of Beacon Hill, a nonprofit organization focusing on supporting Alaska's children in foster care and families at risk. Kristen earned a Master of Counseling Psychology degree from Alaska Pacific University and has been a Licensed Psychological Associate since 1994. She holds two Certificates of Nonprofit Management from The Foraker Group and Boston College.

Becky Chambless, CFRE

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Ember Consulting, LLC - President
Becky is an experienced Certified Fundraising Executive (CFRE) with a demonstrated history of creating long-term, sustainable, relationship-based funding in the nonprofit sector. With over thirteen years of experience in fundraising, Becky runs Ember Consulting, LLC, a multi-faceted consulting firm specializing in fundraising and philanthropy consulting, and corporate community relations strategy. She is also the Development Director for the Alaska Wildlife Conservation Center, a sanctuary dedicated to preserving Alaska’s wildlife. Becky received her B.A. in Business Administration and Management with a Nonprofit Management Emphasis from Alaska Pacific University. She earned her Certified Fundraising Executive (CFRE) designation in March 2016.


The Art and Science of Neurophilanthropy - intersecting neuroscience, psychology and sociology with philanthropy

Eric will leverage his combined 25+ years of work, education, and hundreds of millions of dollars raised to help explore the emerging field of neurophilanthropy, the confluence of neuroscience, psychology, and sociology within fundraising. You will leave knowing how to leverage your donors' identities for better engagement and fundraising.

Education Track(s): Relationship Building

Audience: Applied

Speakers

Eric Frans, CFRE

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NeuroImprints - Vice President of Philanthropy
Eric is a highly creative and strategic senior executive with extensive local, national, and international non-profit experience. For over two decades, he has had a consistent track record of training best-in-class teams and receiving 6, 7, and 8-figure gifts based on his recognized expertise in the field of neurophilanthropy. As Vice-President of Philanthropy at Women's College Hospital, Eric oversees all relationship fundraising, as well as gift planning and foundations. Eric is also the leader of NeuroImprints - a leading consulting agency focused on high net-worth relationship fundraising.


Unlocking Donor Generosity: Crafting Your Annual Stewardship Plan

Receiving a gift is just the beginning! Learn proven strategies to cultivate lasting donor relationships, increase retention, and boost support for your organization’s mission. Gain practical insights, participate in our interactive discussions, and leave with a template to create your own annual stewardship plan. Elevate your fundraising efforts today!

Education Track(s): Relationship Building

Audience: Applied

Speakers

Sara Leonard, CFRE, MBA

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Sara Leonard Group - CEO
A 30-year fundraising veteran, Sara founded the Sara Leonard Group to provide consulting, coaching and training to fundraisers, CEO’s and nonprofit board members. She is a solutions-oriented advancement professional with experience in fundraising and volunteer management for healthcare, educational and cultural organizations. She is a CFRE, has been named as an AFP Master Trainer and completed the BoardSource Certificate of Nonprofit Board Education. She is a Past President of the AFP Tampa Bay Chapter. She shares her expertise as an instructor for the Nonprofit Leadership Center of Tampa Bay

Debbie Sokolov, CFRE, MNA

Photo of Debbie Sokolov
The James Museum of Western and Wildlife Art - Deputy Director for Development & Communications
For 30 years, Debbie Drucker Sokolov's donor centered and team building approach has helped small and large nonprofits raise million of dollars. She joined The James Museum of Western & Wildlife Art in January 2020 as the first development professional and now leads a team of five as the Deputy Director for Development & Communications. Professional accomplishments include a successful $4.5 million capital campaign, several transformational gifts, and securing over $30 million in endowments. One of Debbie's donors was on the 2022 Chronicle of Philanthropy's Top 50 Philanthropists and featured in a front-page article in Tampa Bay Times.


Two Causes, One City: Collaboration and Competition in the Context of Major Campaign Fundraising

Are philanthropic sectors all the same in practice? What can be learn from one another? Hear the lessons from two leading institutions undertaking their largest fundraising campaigns ever in the same geography, for two different causes, with two very different cultures, BUT with the same donors and volunteers.

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Laureen Bardou, CFRE, MA

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Montreal Museum of Fine Arts Foundation - Senior Director, Philanthropy
Two career paths, in art history/museology and arts administration, have informed Laureen’s work in numerous museums in Montreal and internationally. As an accredited CFRE, she has more than eleven years of experience in arts administration and philanthropy, in the university milieu, and in the health system. As the Senior Director, Philanthropy at the MMFA Foundation, she leads with her team the largest non brick-and-mortar campaign ever undertaken by the museum. Laureen has two daughters aged 4 and 7 who keep her busy, and her various volunteer involvement in the community (among them AFP: global, national and local levels).

Amanda Fritz, CFRE, MPNL

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CHU Sainte-Justine Foundation - Director, Major Gifts and Campaign Tracking
Amanda was born and raised in Montreal and has completed degrees in Psychology, Public Relations, and Philanthropy & Nonprofit Leadership. Her 17-year career in the non-profit sector spans education, health, and community. She is passionate about leveraging data and modernizing the way our field’s professionals approach major giving, capital campaigns, and volunteer management. In her current role as Director, Major Giving and Campaign Tracking, CHU Sainte-Justine Foundation, Amanda works to put in place the strategies and tools needed to secure $500M in new philanthropic investments – the most ambitious campaign ever undertaken by a healthcare institution in Quebec.


From Young Pro to Emerging Leader: How to Maximize AFP to Build Your Career!

What we are hearing: “Emerging Leaders are jack-of-all-trades, masters of none.” With a projected 10-year growth in the fundraising profession of 14%, emerging leaders need to strategically maximize their growth potential. Hear how four young, diverse professionals catapulted their careers by maximizing their professional experience to become leaders.

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Chessie Hayes, CFRE, MPA, CNP

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AQP Consulting - Fundraising Consultant
Chessie Hayes, Fundraising Consultant, has been an active member of the fundraising community and creates thoughtful, strategic plans to enhance donor engagement. She received the award for AFP International Outstanding Young Professionals, Memphis’ Top 20 Under 30, and Greater Memphis Chamber’s Young Memphis Class of 2020 award. She serves as the President for AFP Memphis and National Chair AFP Global’s Emerging Leaders Taskforce, and Editorial Committee member for AFP Global. Chessie enjoys focusing on and speaking internationally about fundraising trends for young professionals working for the fundraising sector, advocating for yourself for better employee benefits and being your own champion!

Dzenan Berberovic, CFRE, MA

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Avera Health - Chief Philanthropy Officer
Born and raised in war-torn Bosnia, Dzenan’s humble beginnings were a stepping stone that shaped him into the professional he is today. A resident of a refugee camp and Germany for six years, he and his mother immigrated to the United States when he was nine years old. Dzenan currently has the honor of serving Avera as Chief Philanthropy Officer, and he has served and led teams to raise more than $600 million. Dzenan and his wife, Kelsey, reside in Sioux Falls, South Dakota. He is involved in the community, serving on several regional and international nonprofit boards and committees.

Jarrod Williams, CFRE, MBLI

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Urban League of Greater Pittsburgh - Director of Development and External Relations
Jarrod Williams is a courageous, strategic, and results-orientated development professional that is committed to creating a true culture of philanthropy for non-profits. He is currently the Director of Development and External Relations for the Urban League of Greater Pittsburgh (ULGP). He is responsible for planning, implementing, and directing comprehensive strategies for fundraising, marketing, events, and volunteer programs on behalf ULGP. Jarrod is one of only 75 proud black male Certified Fundraising Executive (CFRE). He is also a member of the Men of Color in Development (MOCID). In December 2023, Jarrod completed the Faculty Training Academy becoming a AFP Certified Facilitator.


How Australia’s Largest Domestic Charity Grew its Digital Fundraising by 250%+ from $6.4M to $22.8M

In the past 4 years, the Salvation Army Australia has undergone radical digital transformation, increasing digital fundraising by 250%+ and moving its donor base from legacy donors to younger donors. Learn the insights, tests applied and strategies behind how digital is powering up every part of the Salvos’ fundraising.

Education Track(s): Current and Prospective Donor Research

Audience: Applied

Speakers

Kyle Vermeulen

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ntegrity - Creative Director
Kyle is the Creative Director at ntegrity, an award-winning fundraising agency that combines strategy, performance marketing, and inspiring creative to help non-profits grow their revenue.

Janine Kewming

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The Salvation Army (Australia) - National Head of Fundraising
Janine is the National Head of Fundraising at The Salvation Army Australia, where she has grown overall fundraising revenue by 18% over 6 years from $135 million to $160 million, and a total revenue contribution of $964m over 6 years. She has over 20 years executive and senior leadership experience with expertise in sales, marketing, philanthropy and corporate partnerships. Prior to starting her current role with The Salvation Army Janine held the role of Chief of Private Funding at World Vision Australia. And before this she was the Director of Marketing and Fundraising at The Lighthouse Foundation.


How to Ensure Donor Retention Success

Are you seeing low donor retention numbers year after year? Spending thousands of dollars annually to acquire new donors? We will share some of our successes in donor retention in hopes of igniting a thoughtful, engaging conversation in which participants leave with some new tools for their organizations.

Education Track(s): Current and Prospective Donor Research

Audience: Applied

Speakers

Justin Duran, CFRE

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Child Crisis Arizona - Vice President of Development & Communications
With more than 20 years of nonprofit experience, Justin leads a talented philanthropic resource development and communications team. Since 2016, he has been connecting a community of supporters with the mission and vision of Child Crisis Arizona. As Vice President of Development and Communications, Justin oversees the agency’s philanthropic and marketing efforts. His passion for the agency’s mission is shown through his efforts in expanding our impact by ensuring a sustainable future through philanthropic giving. Justin holds a bachelor’s degree in Recreation Management from Northern Arizona University and earned his Certified Fundraising Executive (CFRE) certificate in 2019.


Meaningful Philanthropy in the 21st Century: The Role of Self in Giving by the Wealthy

In this session, Jen will explore the findings of a major new study of high-net-worth philanthropists. The study examines why these individuals give. But more critically “WHO they are” when they give and how their experience of giving makes them feel shaping the meaning they derive from their giving.

Education Track(s): Relationship Building

Audience: Applied

Speakers

Jen Shang

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Institute for Sustainable Philanthropy - Co-Director
Jen Shang is the world’s first PhD in Philanthropy. She is also the world’s only philanthropic psychologist. Her research has been covered in the New York Times, BBC, The Guardian, the Chronicle of Philanthropy, Advancing Philanthropy and the Nonprofit Times. Jen has been published in numerous academic journals including, the Journal of Marketing Research, Marketing Science, the Economic Journal, Experimental Economics, Organizational Behavior and Human Decision Processes, Nonprofit and Voluntary Sector Quarterly, and Nonprofit Management and Leadership


Who are “Those People?”: Trauma-Informed Storytelling for Brighter Futures

What happens when we share stories of people like they’re people? What if we stop saying words like “working poor” and focus on words that emphasize empowerment, strength, inclusivity, and resilience? You’ll learn about the principles of trauma-informed care, hope, and how you can share supportive, strengths-based stories to fundraise.

Education Track(s): Relationship Building

Audience: Applied

Speakers

Angie Doss

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Sunbeam Family Services - Chief Development and Marketing Officer
Angie Doss has nearly 20 years of marketing experience and 16 years in fundraising. She is AFP Oklahoma’s 2024 OKC Outstanding Professional and believes in putting the FUN in fundraising, emphasizing that philanthropy is for everyone. Angie has presented locally and nationally on best practices in fundraising and marketing, including AFP Oklahoma City, the Oklahoma Center for Nonprofits, and Feeding America. A member of Leadership OKC, she has been named to the Journal Record and Oklahoma Gazette’s 40 Under 40 lists. Angie serves on the United Way Emerging Leaders Board and is a LOYAL Class 8 graduate.


Do you have to ASK? YES! ...and No!

"How do I ask for major gifts?" That depends on your relationship! Join ASK Experts Pam and Marcy to journey from strangers to cherished benefactors. Learn to ask to grow relationships from FIRST appointment to comfortable conversations leading to major investments. Marcy will sing. Pam will shine!

Education Track(s): Securing the Gift

Audience: Applied

Speakers

Pamela Perkins Dwyer, MA, CFRM

Photo of Pamela Perkins Dwyer
Los Angelos Master Chorale - Director of Major Gifts
Pamela is an accomplished fundraising executive with extensive experience spanning major gifts, capital campaigns, board engagement, strategic planning, and financial management. Her expertise in donor stewardship has been pivotal in securing significant contributions throughout her career. Pamela currently serves as Director of Major Gifts for the Los Angeles Master Chorale, a distinguished resident company of The Music Center in Los Angeles. In addition, she holds a position on the AFP US Foundation Board of Directors. Pamela earned a Master of Science from Boston University and a Bachelor of Arts from Howard University

Marcy Heim, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), CSP - Certified Speaking Professional, PLCC Professional Life Coaching Certification UW Madison

Photo of Marcy Heim
The Artful Asker - CEO
A 30-year major-giving expert, international consultant, and author, Marcy Heim, CEO, The Artful Asker, has inspired Leadership, Boards, and Fundraisers with mindset/method tools for multi-million-dollar, sustained generosity! Her 3-sentence Ask gets a delighted “yes.” After 2 decades raising major gifts at UW-Madison and through a $1.8B campaign, she now consults all sizes/sector shops. AFP Master Trainer, CASE Crystal Apple recipient, Marcy’s high-energy sessions renew your zest for fundraising and life.


Hidden Gems: Finding Legacy Prospects (and more) Within Your Database

Data shows an organization only knows about a third of the people who have committed to legacy gifts prior to their passing- so how do you identify the two thirds you don’t know about? Learn how to use the data you already have to identify ideal legacy donors.

Education Track(s): Current and Prospective Donor Research

Audience: Applied

Speakers

Carolyn Soule, MS

Photo of Carolyn Soule
San Diego Natural History Museum - Campaign and Philanthropy Manager
Carolyn Soule, MS, is an experienced and results-driven fundraiser with a demonstrated history of success spanning over a decade within the arts and culture sector. Armed with a Master's degree in Strategic Fundraising and Philanthropy, she brings strategic insight and expertise in legacy giving and campaign fundraising. Her track record includes spearheading impactful initiatives that have significantly contributed to the growth and sustainability of organizations. Carolyn is committed to fostering meaningful connections and cultivating lasting relationships with donors, and excels in utilizing data to inspire philanthropic support.


How KIND built a development program and scaled from $30M - $80M in 3 years

To prepare for and experience growth, we need to ensure that our teams, systems, practices, tools and resources are equipped for growth. Learn how Kids in Need of Defense (KIND) built fundraising capacity to scale and grow their revenue from $30M - $80M in 3 short years.

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Hannah Chotiner-Gardner

Photo of Hannah Chotiner-Gardner
Kids in Need of Defense - Chief Development Officer
Hannah Chotiner-Gardner is a development executive with 20 years of experience in nonprofit fundraising. Currently, Hannah is the Chief Development Officer for Kids in Need of Defense (KIND). During her three-year tenure at KIND, Hannah has led revenue growth from $30M to $80M through designing and implementing a fundraising strategy. Prior to joining KIND, Hannah spent eight years managing the development at Physicians for Human Rights (PHR). Under her leadership, PHR doubled its annual revenue, launched its first fundraising campaign, and more than tripled the number of annual donors. Chotiner-Gardner holds a BA in English from Mount Holyoke College.

Leya Petrovani Miller

Photo of Leya Petrovani Miller
Aperio Philanthropy - Managing Director, Client Services
Leya Petrovani Miller is a Managing Director at Aperio Philanthropy, a consulting firm helping nonprofits reimagine their fundraising potential. Leya leads projects to support nonprofit organizations towards sustainable, ethical, and scalable revenue growth. Leya partners with nonprofits on strategic growth initiatives, including building major gifts programs and advancing growth and capital campaigns. Leya has partnered with organizations such as Kids in Need of Defense, UltraViolet, the Regional Food Bank of Oklahoma, Feeding America, the ACLU, the IRC, and many others to build and grow sustainable revenue programs.


People-Centric Leadership for your Development Team: 7 Strategies for Fundraising Success

Join us for an exclusive session on "People-Centric Leadership for your Development Team: 7 Strategies for Fundraising Success." Discover the power of fostering a team-driven culture, setting achievable goals, and celebrating milestones together. Learn how to listen to your team, adapt strategies, and keep everyone accountable for maximum impact.

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Melissa Kham, MPA

Photo of Melissa Kham
Library Foundation of Los Angeles - Chief Development Officer
Melissa brings 18 years of expertise as a fundraising and strategic planning professional. She has held senior positions at non-profits including Alzheimer’s Los Angeles, PATH (People Assisting the Homeless), Los Angeles Economic Development Corp, and her current role as CDO of Library Foundation of Los Angeles. Melissa has raised more than $60 million in philanthropic giving and has led teams into their next phase of fundraising success. She holds an MPA in Nonprofit Management from Cal State Northridge and a BA in Spanish and Chicana/o Studies from Loyola Marymount University.


True Partnerships: How to Build Equitable Partnerships and How They Can Elevate Fundraising

Funders often see partnerships between organizations as a positive sign of a collaborative community, yet partnerships as a practice are still underexplored. Join us as we learn what true partnerships look like and discuss how to build partnerships to attract values-aligned funders!

Education Track(s): Relationship Building

Audience: Applied

Speakers

Liyen Chong

Photo of Liyen Chong
Movement Strategy Center - Development Assistant
Liyen’s work as an artist, community organizer, and development professional lies at the intersection of culture and social impact. In her first six months as a fundraiser, her work raised a historic $1.25 million dollar grant for a partnership between a museum and the historic Houston Freedmen’s Town. She has built broad-based coalitions centering BIPOC and historically marginalized communities’ interests. Along with Patrice Shumate, she is a co-founder and organizer for More Than Grant Writers, a community of learning and practice to help grant writers discover their positional power and collaborate on ways to further social justice.

Marcus Cunningham

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Movement Strategy Center - Director of Institutional Giving
Marcus is a Community-Centered Fundraiser and organizer for the CCF movement. He is the Director of Institutional Giving at the Movement Strategy Center, which provides values-aligned infrastructure for BIPOC and women-led organizations working towards a Just Transition. In his role, he builds healthy, community-centered relationships with institutional funders to support MSC's core operations and its intermediary regranting and fiscal sponsorship services. Born and raised in Dallas, TX, and currently based in El Paso, TX, Marcus holds a BBA, Management from The University of Texas Rio Grande Valley.,Marcus is a Community-Centered Fundraiser and organizer for the CCF movement. He is the Director of Institutional Giving at the Movement Strategy Center, which provides values-aligned infrastructure for BIPOC and women-led organizations working towards a Just Transition. In his role, he builds healthy, community-centered relationships with institutional funders to support MSC's core operations and its intermediary regranting and fiscal sponsorship services. Born and raised in Dallas, TX, and currently based in El Paso, TX, Marcus holds a BBA, Management from The University of Texas Rio Grande Valley.


How To Be a Game-Changing Badass

Many of us aspire to be dynamic change agents in our work and lives. But the percentage of leaders and organizations who rate well in strategy and execution of strategy is incredibly low. In this engaging, fun and thought-provoking session, you will explore successful pathways to transformational change.

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Monica Grant, CFRE, MS Organizational Leadership

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Monica Grant Consulting - Organizational/Fundraising Consultant
Known for engaging sessions, Monica Grant, CFRE, is an organizational and fundraising consultant. She is the former Chief Resource Development Officer for the Channel Islands YMCA, and served as the CEO of the San Luis Obispo County YMCA. Monica has thirty years of experience as a nonprofit leader, including YMCAs in California and Hawaii, UC Santa Cruz, The Nature Conservancy, United Way, and Sierra Club. She serves on the AFP Global Board of Directors and is Past President and founding board member of the AFP San Luis Obispo County Chapter. She lives in California with her wife and son.


Leveraging the Art of StorySelling to Grow Your Major or Planned Giving Program

Boost your fundraising revenue through becoming a Better StorySeller! Gain vital skills in solicitation and stewardship, refine your elevator speeches, articulate funding priorities effectively, and vividly showcase philanthropic impact. Don't miss this opportunity to enhance your fundraising prowess and secure major and planned gifts with confidence.

Education Track(s): Securing the Gift

Audience: Applied

Speakers

Carlo Laurore, CFRE, CFP® CHFC® CLU® RICP® AEP® CAP®

Photo of Carlo Laurore
Boy Scouts of America - Senior Vice President, Development
Carlo Laurore is the Senior Vice President of Development for the Boy Scouts of America & the Executive Director of the National Boy Scouts of America Foundation. Carlo has worked for the BSA for over a decade serving in a variety of roles. Currently, he leads the national fundraising efforts for the BSA Office of Development, including principal and major gifts. Carlo also provides leadership for alumni, restricted funds and endowment management, and fundraising educational initiatives. Carlo is a current Executive Committee member of the National Association of Charitable Gift Planners Board and the 2024 CGP National Conference Chair.


Using AI & Technology to Drive Small Shop Fundraising Growth

Have you put enough science into the art and science of fundraising? Join for an interactive discussion with two seasoned fundraising professionals who used AI technology and other analytics to overhaul an organization's fundraising operation, driving significant double-digit growth.

Education Track(s): Securing the Gift

Audience: Applied

Speakers

Tiffany Legington Graham, MS

Photo of Tiffany Legington Graham
National Civil Rights Museum - Chief Marketing & Development Officer
Tiffany Legington Graham is the Chief Marketing & Development Officer for the National Civil Rights Museum, overseeing brand strategy and fundraising. She has over 20 years of for-profit and non-profit experience. Previous leadership roles include: Vice-President of Gift Planning at ALSAC/St. Jude Children's Research Hospital, Director of Leadership Annual Giving at Tulane University, Chief Development Officer roles at Harvey B. Gantt Center for African American Arts+Culture and Levine Museum of the New South. She is an alumna of the University of Southern California and Georgia Tech, and serves on several advisory boards.

Andrew Mathewes

Photo of Andrew Mathewes
National Civil Rights Museum - Director of Development Technology & Analytics
Andrew Mathewes is the Director of Development Technology & Analytics at the National Civil Rights Museum. He is an experienced analyst whose career has spanned information technology, analytics, database design and front-line business development. He currently owns strategic responsibility for technology and analytics for the Museum, including prospect research and direct marketing. He previously managed analytics and support for ALSAC/St. Jude's $1 billion capital campaign, as well as major application launches, decommissions and migrations.


What You Don’t Know Can Sink You – The Truth about Black Philanthropy

Lack of cultural fluency is a significant barrier to the diversification of fundraising efforts and inclusionary practices in the nonprofit sector. This session aims to remove the blind spots and educate nonprofit leaders and fundraisers about the power Black fundraisers, donors, and communities wield through philanthropy.

Education Track(s): Relationship Building

Audience: Applied

Speakers

Joy Webb

Photo of Joy Webb
Southern Black Girls and Women's Consortium - Network Engagement Manager
Joy is a creative inquisitive passionate thought leader who intentionally connects dots between communities, brands, and people. She is the founder of The Circle of Joy, a giving circle supporting women and children in Atlanta. They have granted more than $200,000 to nonprofits serving these populations. In 2022, Joy earned her CAP, Chartered Advisor in Philanthropy and was invited to join Leadership Dekalb. She was recently invited to the 21/64 cohort for Certified Advisors of Color program. Joy is also part of the Prismatic Accelerator by Daylight Advisors. Joy lives in Atlanta, GA.

Carla Lavender

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Columns Fundraising - Senior Consultant
Carla Lavender is a seasoned senior consultant at Columns Fundraising in Atlanta, GA, with a passion for empowering community-based organizations on the brink of expansion. Boasting over two decades of dedicated fundraising experience, Carla specializes in orchestrating major gift campaigns within the nonprofit sector and higher education realm. She is an active member of the National Gift Planning Association, AADO and is the treasurer on the board of F3. Beyond her professional pursuits, Carla is married and lives in Smyrna, Georgia. She enjoys exploring new destinations and cherishing quality time with loved ones.

Christal Cherry, MA

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Fabulous Female Fundraisers - Chair, Board of Directors
Meet Christal M. Cherry, the founder and Board Chair of Fabulous Female Fundraisers Inc, (F3), a nonprofit with a mission to connect, support, engage, and empower Women of Color in fundraising to foster personal and professional growth. Christal is a tireless advocate for Black women and champions her passion through F3. She is delighted to be joined by four F3 members for this session. By day, Christal is the Principal & CEO of the Board Pro, a firm that supports nonprofits to build better boards. Christal lives in Atlanta with her son Mac and dog, Charlie.

Ninjia Miles, CFRE, CFRM

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Indiana University Foundation - Director of Development, Black Philanthropy
Ninjia Miles, CFRE, is the Director of Development, Black Philanthropy at the Indiana University Foundation. She is a millennial fundraiser with over ten years of fundraising experience with university and community-based organizations. She takes pride in developing fundraising strategies centered on cultural relevance, supporting Black-led/Black-serving organizations, engaging Black donors, and engaging millennial donors. Ninjia has a Certificate in Fundraising Management from the Lilly Family School of Philanthropy and an MPA in nonprofit management from the IU O’Neill School of Public and Environmental Affairs and is a Certified Fundraising Executive (CFRE).

Muthoni Kariuki, CFRE, MPNL

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The Center for Addiction and Mental Health - Senior Philanthropy Officer
Muthoni has over 15 years of Fundraising experience. Muthoni works at the Centre for Addiction and Mental Health (CAMH). Muthoni is a Certified FundRaising Executive (CFRE) holds an Honours Bachelor of Science (HBSc) degree from the University of Toronto and a Master’s degree in Philanthropy and Nonprofit Leadership (MPNL) from Carleton University. Muthoni is also a co-author of the award-winning, Collecting Courage. When Muthoni isn’t fundraising, she spends her most important, valued time with her family here in Toronto and travelling on the African continent.


Cultivate Connections: Elevate Donor Relationships Through Strategic Communication and Turnkey Tools

Join The Philanthropy Coach Founder, Hannah Berger, and APCH Marketing Manager, Maggie Stillman, to learn how to create donor communications that are effective, and less burdensome for your team. This session includes a case study, live coaching and the opportunity to begin creating new effective, donor materials in real time!

Education Track(s): Securing the Gift

Audience: Applied

Speakers

Maggie Stillman

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A Place Called Home - Marketing and Communications Manager
Maggie Stillman is a communications professional with experience in social media marketing, digital and print communication, and donor relations. Through her work, Maggie combines her marketing and communications skills with her passion for community building through storytelling and has used her expertise to support nonprofits in New York and Los Angeles. Maggie holds a Bachelor’s Degree in Psychology from Hunter College, CUNY, and a certification in Nonprofit Marketing and Communications from Arizona State University.

Hannah Berger, CFRE

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The Philanthropy Coach, LLC - President, The Philanthropy Coach
Hannah provides coaching and consulting that is derived from 20+ years of experience as a professional fundraiser, non-profit executive, campaign consultant and board member. After a decade of “side hustle” consulting while in senior Development roles, Hannah founded The Philanthropy Coach - a boutique firm that empowers, trains and connects to change makers to permanently improve fundraising. Hannah has proudly supported dozens of nonprofit organizations in raising more than $150M, specializing in major expansion campaigns, board recruitment and development, program restructuring initiatives and the creation of strategic development plans. Hannah is the current Co-President of the AFP Greater LA Chapter.


Developing an Integrated Fundraising Pipeline From Acquisition to Transformational Gifts

Unlock the Secrets to Fundraising Success! Are you ready to embark on a transformative journey that will revolutionize your organization's fundraising efforts from the ground up? This session is tailored to equip you with the tools, strategies, and insights needed to thrive in today's dynamic philanthropic

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Taslina Mohamed

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Canadian Cancer Society - Vice President, Mass Marketing
Acknowledged for her leadership in building key relationships and driving exceptional performance, while focused on solutions that address the primary business objectives and revenue goals,Taslina brings vision and strategy to life and evolving innovative ideas that are adopted by the market. He areas of expertise include marketing communications, leadership, stakeholder relations, new business development and operational and financial management. Taslina actively builds strategic partnerships and supports teams by identifying opportunities based on research and data, paired with proven industry strategies, to activate and unlock new revenue streams.

Sofia Janmohamed, CFRE, MBA

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Simon Fraser University - Executive Director, Development
Sofia is the Executive Director, Development at Simon Fraser University. Her role provides executive leadership in major giving, faculty fundraising, gift and estate planning and principal giving. Sofia serves on the CASE District VIII Cabinet and is on the Board of Directors of the AFP Canada. She previously served as the AFP Greater Vancouver Chapter President. Sofia obtained her CFRE in 2010 and completed her MBA in 2016. She is an AFP instructor, mentor, and a contributing author to Excellence in Fundraising in Canada Volume 1 Second Edition. Sofia was awarded Outstanding Fundraising Professional by Charity Village in 2021.


Ethics and Inclusion in Action: Conversations from the Front Lines to Build Better Fundraising

Join us for a conversation from the front-lines of fundraising with four senior fundraising executives. We will explore trust, honesty and doing the right thing. Panelists will discuss challenging situtaitons in fundraising and share success stories where Ethics and IDEA opened the door to major gifts.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Dwayne Ashley, MBA

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Bridge Philanthropic Consulting LLC. - Chief Executive Officer
Dwayne Ashley is renowned for his bold, strategic thinking and wise counsel in philanthropy. Over the course of his 30-year career, he has raised more than $1 Billion. A fearless and authentic solicitor, he is committed to DEI and helping organizations of color maximize their fundraising success. He advises non-profits, philanthropists, and influencers globally on the sector. A powerhouse of energy, enthusiasm and a passion for fundraising, Dwayne has managed capital and annual campaigns and spearheaded development for such notable organizations as Jazz at Lincoln Center, National Juneteenth Museum, Thurgood Marshall College Fund, and the National Negro College Fund.

Dr. Roderick Smothers, PhD, Certification from the Lilly School of Philanthropy at Indiana University

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Bridge Philanthropic Consulting LLC - Executive Consultant
Dr. Roderick L. Smothers is a 29-year professional whose focus has been providing transformative leadership, strategic advocacy, and building institutional capacity at our nation's Historically Black College and Universities. An accomplished fundraiser and relationship builder, Dr. Smothers has worked extensively with individuals, non-profit organizations, corporations, foundations, and public agencies and holds a fundraising record that exceeds $400 Million. In addition to his Ph.D. from Louisiana State University, he holds a certification in fundraising management from the Lilly Family School of Philathropy at Indiana University.

Dr. Tammy Smithers, PhD

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Bridge Philanthropic Consulting LLC - Vice President of Campaigns
Dr. Tammy Smithers has worked professionally for over 20 years with high-net-worth donors and clients as a wealth advisor for three fortune 100 corporations. She has served as the lead fundraising counsel for arts, education, and cultural organizations, leading and guiding campaigns raising more than $140 Million. She has executed successful fundraising campaigns for The Houston Grand Opera, National Juneteenth Museum, National Black MBA Association, and the William H. Gray Memorial Foundation. Dr. Smithers is an adjunct professor for the Diversity/Equity and Leadership course at the University of St. Thomas in Houston, Texas.

Sylvia White, MA

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Bridge Philanthropic Consulting LLC - Bridge Philanthropic Consulting LLC.
A fundraising executive with a provide track record in overseeing major fundriaing annual and capital campaigns, Sylvia is a highly sought after advisor and mentor in the non-profit and fundraising sector. Throughout her 35 year career, Sylvia has led or served on teams that have raised in excess of $300 Million. With substantial experience in principal and major gifts, board development, and fundraising management, Sylvia has significant expertise in strategic planning, fundraising and development, as well as, individual, corporation, public agency, and foundation funder and donor relationship management and stewardship.


The Future of Fundraising: Adapting to the New Reality of Donor Expectations and Digital Transformation (Presented by GiveSmart by Momentive Software)

Education Track(s): Current and Prospective Donor Research

Audience: Applied

Speakers

Steve Greanias

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Momentive Software - SVP, Customer Success
Steve Greanias is the SVP of Customer Success for Momentive Software (formerly Community Brands). Prior to his role at Momentive Software he served as the General Manager for GiveSmart at Community Brands, overseeing customer success, professional services, support and sales teams, and overarching product and strategic initiatives. Momentive Software helps to enhance donor engagement, automate and streamline business processes, and drive revenue and funding for greater community impact through our end-to-end nonprofit solution.


5 Ways to Develop Billion-Dollar Donor Relationships

Ready to learn the best ways to cultivate donor relationships and attract your largest-ever gift? In this session, you’ll learn five strategies to build lasting trust and focus on the impact of philanthropy through the donor's lens. This presentation will be based on the case study of a $1B gift.

Education Track(s): Relationship Building

Audience: Applied

Speakers

Karen Cochran, CFRE, MA

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Philanthropy Innovators - Founder & Chief Philanthropic Innovator
Karen is a seasoned philanthropic strategist who has led and mentored teams that raised more than $7.5 billion. She brings experience as a nonprofit volunteer and senior leader at several well-known research universities where she built fundraising and advancement teams that significantly increased both results and impact. A strong advocate for professional development, mentorship, and workplace well-being, Karen is a certified Marshall Goldsmith Stakeholder Centered Coach. Known for her organizational acumen, forward-thinking vision, and commitment to inclusion, Karen helps build cultures that encourage everyone to be their best in service to their mission.


Empowering Small Communities: Charting Paths to Bold Visions and Sustainable Funding

Together, we'll explore fundamental questions that small, rural, and volunteer-run organizations can ask themselves before launching new fundraising strategies, such as grant writing or a special campaign. Come for the practical tips that you can immediately apply and stay for the stories and activities that bring to life our recommendations.

Education Track(s): Relationship Building

Audience: Applied

Speakers

Julie Bianchi, CFRE, MA

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Cloudbreak Collective - Consultant & Campaign Practice Director
Julie believes the sweet spot between big-picture thinking and the details is where successful fundraising strategy is born. She has worked with 50+ organizations across the country, including work on campaigns from $1M to $300M. She is a founding-Board member for the Advancement Northwest Chapter of AFP and a Certified Fundraising Executive (CFRE). She holds a Master of Nonprofit Leadership from Seattle University and Certificate in Fundraising Management from the University of Washington. Julie teaches as adjunct faculty at Seattle University and the University of Washington. She is a fifth-generation Whidbey Islander raising the sixth generation on a family farm.

Brittany Kirk

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Cloudbreak Collective - President & Grants Practice Director
Brittany is a fundraiser and consultant; she has supported 100+ diverse organizations in the Pacific Northwest and beyond, with a specialty in securing grant funding and integrating fundraising with other functions like finance and evaluation. Brittany’s real world experience is underscored by education in best practices; she holds a Master of Public Administration (MPA) from the University of Washington, and she has been a highly-rated presenter at events by the Puget Sound Grantwriters’ Association (PSGA), Nonprofit Association of Washington, 501 Commons, and more. Brittany is also a member of the Bainbridge Community Foundation Board of Trustees.


Eternal Gratitude: Mastering Planned Giving Donor Stewardship for Lifelong Connections

Including Planned Giving donors in your Legacy Society is an important part of donor stewardship. But it is just the beginning: Set it and Forget it just doesn’t cut it any more with donors. In this session we will show you ways to make your Planned Giving Stewardship more effective.

Education Track(s): Relationship Building

Audience: Applied

Speakers

Linda Spuck

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Sharp HealthCare Foundation - Senior Director of Legacy Giving
Linda Spuck serves as Senior Gift Planning Officer for Sharp HealthCare Foundation, overseeing planning and marketing as well as staff and board training. She partners with individual giving offers to secure current and deferred gifts. Linda also runs Linda Spuck Consulting, dedicated to helping nonprofits find the most effective ways to achieve their mission through strategic planning, fundraising counsel and legacy giving. Linda’s practice focuses on sharing best practices gleaned from observing hundreds of outstanding nonprofits, as well as personal experiences gained from over 20 years in the philanthropic sector. She currently serves as Board President for San Diego Opera.

Timothy Logan, ACFRE, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MNO, FCEP

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Synergy Direct Marketing Solutions - Vice President, Mid-Level Solutions
Timothy D. Logan, FAHP, ACFRE, CFRE has over 40 years’ experience in fundraising and nonprofit management. Tim is Vice President, Mid-Level at Synergy Direct Marketing Solutions. Tim is a leader in developing innovative multichannel direct response programs for major, mid-level and planned giving donors. He has extensive experience using the phone to identify potential donors and deepen donor relationships. Tim holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University and speaks and writes frequently on fundraising, nonprofit management, and building donor relationships.


GivingPulse: Applying Trends in Giving Behavior and Perspectives for Donor Engagement Strategies

Understanding your donors and what motivates them to get and remain involved in your organization is critical for maximizing your fundraising strategies. Explore the latest research from GivingPulse, a comprehensive analysis of donor behaviors and motivations, alongside the Field Guide for a deeper dive into practical implementations of these findings.

Education Track(s): Current and Prospective Donor Research

Audience: Applied

Speakers

Woodrow Rosenbaum

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GivingTuesday - Chief Data Officer
As Chief Data Officer for GivingTuesday, Woodrow has been instrumental in shaping the global generosity movement and has led ground-breaking research of individual giving behaviors. He leads the GivingTuesday Data Commons, bringing together a coalition of more than 1,000 collaborators across over 50 countries to understand the drivers of generosity to inspire more giving. Woodrow is a member of the Generosity Commission Research Task Force, serves as an advisor and is a past-Chair for Global Impact Canada's Board of Directors, and was previously a Fellow at the Belfer Center for Science and International Affairs at Harvard Kennedy School.

Celeste Flores

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GivingTuesday - Sr. Director, US + Canada Hub
Celeste Flores, director of GivingTuesday's US and Canada Hub, manages and collaborates with local leaders on growth strategies and mobilization of GivingTuesday in communities across the United States and Canada. This includes managing the learning community of over 300+ leaders growing generosity movements for their respective and diverse communities, causes, and cultures. Celeste is a strategist focused on community-led efforts with decades of experience engaging more people in giving. Celeste previously held leadership positions at I Live Here I Give Here, Foundation For the Carolinas, University of Virginia Darden School of Business, Texas Children’s Hospital, and United Way in Houston.

Annie Collins

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GivingTuesday - Data Scientist
Annie Collins is a Data Scientist with the GivingTuesday Data Commons team. Prior to GivingTuesday, Annie spent several years in data management and research roles within the Canadian charitable sector. She utilizes this experience alongside her academic background in mathematics and statistics in hopes of supporting data-driven philanthropy worldwide.

Justin McCord

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RKD - Senior Vice President, Marketing & Communications
Justin McCord leads the Go To Market efforts for RKD Group, a leading fundraising solutions company for nonprofits. Justin is the host of the award-winning RKD Group: Thinkers podcast, has served as Co-Chair for the 2023 Bridge Conference and currently serves as Marketing Co-Chair for the Direct Marketing Association of Washington Board of Directors. He is a nerd for professional wrestling and the Grateful Dead. His favorite role, however, is being husband to an Elementary School Principal and father to two incredible humans.


Navigating Power Dynamics in Fundraising

Most fundraisers have experienced an uncomfortable, offensive, or harmful donor interaction. This cannot just be seen as “part of the job” rather something that is addressed to create a culture and systems that build brave spaces and policies and procedures that result in greater fundraiser safety and professional satisfaction.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Robert Osborne

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The Osborne Group, Inc. - Principal
Robert is Principal of The Osborne Group, with 30 years of nonprofit experience. He speaks regularly nationally and internationally. Robert serves on the boards of the United Hospital Fund and US Squash, both in New York. He also serves on the International Advisory Board of the Czech Fundraising Center in Czech Republic, the International Advisory Board of the Impact Hub Belgrade in Serbia, and the Advisory Board of the Impact Hub Metropolitan in New York. He is a studio partner and co-founder of Studio X Ventures, a venture studio for social impact startups in the Western Balkans.

Laurel McCombs

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The Osborne Group - Senior Advisor
Laurel McCombs brings more than 20 years of experience in the non-profit sector and a passion for the role philanthropy can play in changing the world to her work as a consultant and trainer with The Osborne Group. Laurel is a well-known speaker presenting well-received workshops for national organizations, universities, as well as AFP ICON, CASE-NAIS, Nonprofit Association of Oregon, and AFP Congress. She works closely with clients on a variety of topics, including donor retention, development operations, planning, donor management, board development and more.


How to Write a Grant Application That Doesn’t Get Funded

Your organization was the perfect candidate for funding from XYZ Foundation, yet was rejected, again. Why?! During this session, a funder representative who reviews more than 1,000 grant applications each year will unlock the not-so-secret-secret on why your application was not a success.

Education Track(s): Securing the Gift

Audience: Applied

Speakers

Debra Faulk, CAP

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Wells Fargo Philanthropic Services - Executive Director, Senior Philanthropic Specialist
Debra Faulk is a strategic, resourceful, and performance-driven philanthropic leader with 30 years of experience and demonstrated success in delivering excellent results for corporate, private, and family foundations, nonprofit organizations. In her current role, Debra provides day-to-day charitable administration and management, including the facilitation of more than $40 million in grantmaking each year. A life-long learner, Debria is a Chartered Advisor in Philanthropy, BoardSource Certified Governance Trainer, and sought-after thought-leader on topics of philanthropy, charitable trends, nonprofit governance, and succession planning. She earned two Masters, and Graduate Certificates in Nonprofit Management and Charitable Financial Planning.


Give your Fundraising Program a Tune-Up!

A healthy fundraising program requires regular check-ups! This interactive session introduces the concept of a development audit and a process for evaluating your fundraising program. You’ll leave with an understanding of the audit process and a worksheet to help introduce the concept of a fundraising audit in your organization.

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Michelle Hamilton, CFRE

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Carter - Managing Director
Michelle Hamilton, CFRE, has experienced success in all areas of fundraising through leadership roles with National MS Society, Houston Symphony, Dayton Philharmonic, Arts Council of Fort Worth/Tarrant County, Crisis Assistance Ministry, and Charlotte Symphony. As VP of Development for the Charlotte Symphony and Interim CEO Michelle led efforts that grew the endowment by $4M, and individual giving by 25%. At Carter Michelle provides counsel on capital campaigns, major gifts, governance, and fundraising strategy. Michelle is an AFP Charlotte board member and past-president and was named Outstanding Fundraising Professional at NPD 2013. She is a graduate of University of Louisiana.


You CAN have it all: Innovative Ways to Fundraise from Individuals and Institutions

Overwhelmed by fundraising responsibilities? Join this session to explore innovative strategies for balancing donor relations, event coordination, and grant writing. Learn to harness the major gift lifecycle effectively and equip yourself with practical tools to excel and thrive in your fundraising career.

Education Track(s): Securing the Gift

Audience: Applied

Speakers

Douglas Manigault III, CFRE, DSW, MSW

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Interfaith Hospitality Network at Alpha House - Development Director
Douglas F. Manigault III, a macro-trained social worker, is the Development Director at the Interfaith Hospitality Network at Alpha House in Ann Arbor, MI. He has excelled in raising funds for a diverse range of nonprofit organizations, securing over $25 million from various sources. Douglas regularly presents at national conferences, focusing on social workers as fundraisers and fundraising rooted in racial justice. He holds a bachelor’s degree in Black Studies, master and doctorate degrees in social work, and CFRE.


Neurodiversity- My Fundraising Superpower

Are you one of the 15 to 20% of the population that identifies as neurodiverse? Join us to discuss fundraising and how your neurodiversity gives you the superpowers to succeed in the sector. How can you leverage your strengths to counter the everyday challenges of your unique brain?

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Nicole Bela, CFRE

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Advance Illinois - Director of Development
Nicole Bela is the Director of Development at Advance Illinois, a bipartisan education policy and advocacy organization dedicated to ensuring equitable access to quality education in Illinois throughout the education continuum. She holds a BA in Psychology from Michigan State University and an MSW from Washington University in St. Louis, focused on social and economic development and nonprofit management. With over a decade of fundraising experience in the nonprofit sector, Nicole enjoys helping development departments drive growth through best practices and data-driven decisions. A lifelong learner, Nicole obtained her CFRE certification in 2022.

Janessa Butler

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Self-Employed - Fundraising Advisor
Janessa Dennis Butler, a South Carolina native, shares her expertise as a fundraising advisor in Chicago, IL. Specializing in assisting small organizations, Janessa is dedicated to crafting bespoke strategies for giving that prioritize inclusivity, transparency, and authenticity. In addition to her consultant role, Janessa serves as a co-chair of the Neurodivergence Affinity Group within the Chicago chapter of the Association of Fundraising Professionals. In this capacity, she fosters meaningful discussions on neurodivergence in the fundraising sphere, contributing to greater understanding and inclusivity within the profession.

Mallory Erickson

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Mallory Erickson Coaching LLC - CEO and Creator of the Power Partners Formula ™
Mallory Erickson is an executive coach, fundraising consultant, and host of the podcast What the Fundraising, aimed at supporting nonprofit leaders to fundamentally change the way they lead and fundraise. Through her signature framework, the Power Partners Formula™?, Mallory provides unique tools to help nonprofits fundraise more from foundations, corporate partners, and individuals. She has trained over 80,000 fundraisers using elements of her unique win-win framework, which combines best practices from executive coaching, science-backed behavior design, and fundraising strategy.


A Decade of LGBTQ+ Philanthropy: Trends and Implications for Funders and Nonprofits

The Equitable Giving Lab's LGBTQ+ Index reveals that despite heightened attention to LGBTQ+ issues, giving to LGBTQ+ organizations remains a small share of overall giving. This session will unpack trends, challenges, and opportunities that have emerged in LGBTQ+ philanthropy and discuss implications for funders and nonprofits in this pivotal moment.

Education Track(s): Current and Prospective Donor Research

Audience: Applied

Speakers

Katie Hultquist, MA

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Outright International - Director of Leadership Giving
Katie Hultquist is Director of Leadership Giving for Outright International, a global nonprofit advancing human rights and equality for LGBTIQ people around the world. She has 25+ years of experience in nonprofit management, philanthropy, and social justice activism for local, national, and international organizations including NPH USA, Ashoka, and many others. Katie holds an Executive Masters in Nonprofit Leadership from Seattle University and a BA in International Studies from UNC-Chapel Hill.

Jacqueline Ackerman, MA

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Indiana University Lilly Family School of Philanthropy - Interim Director, Women's Philanthropy Institute
Jacqueline Ackerman is interim director at the Women’s Philanthropy Institute, which believes that gender matters in philanthropy, and that solving the world’s complex problems requires perspective, leadership, and generosity from women and men. Her work centers on moving WPI research into action, delivering insights to donors, fundraisers, and sector leaders that grow women’s giving and deepen fundraisers’ engagements with women donors. Jacqueline joined the Lilly Family School of Philanthropy in 2012 after earning a Master’s in Public Affairs from the Indiana University O’Neill School of Public and Environmental Affairs in Bloomington.

Una Osili, PhD

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Indiana University Lilly Family School of Philanthropy - Associate Dean for Research and International Programs
Dr. Una Osili is a global expert in philanthropy and social innovation. She holds the Efroymson Chair in Philanthropy and serves as the associate dean for research and international programs at Indiana University Lilly Family School of Philanthropy, where she leads research on the Global Philanthropy Environment Index, Global Philanthropy Tracker, and Giving USA report. Dr. Osili earned her bachelor’s degree in economics from Harvard University and her master’s and Ph.D. from Northwestern University.


Suspect – Prospect – Donor! Demystifying Prospect Research for Major Gift Success from Identification to Gift

Whether you are managing a large or small fundraising shop, prospect research can turn the chaos of data into smooth processes that help you close more major gifts. You will discover how to use the right amount of research to work your way through the solicitation cycle to gift

Education Track(s): Current and Prospective Donor Research

Audience: Applied

Speakers

Tracey Church, MA, AFP Certified Facilitator (formerly AFP Master Trainer), MLIS

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Tracey Church & Associates, Research + Consulting Services - Principal, Researcher & Consultant
A professional researcher for over 25 years, Tracey has worked with over 400 organizations in education, healthcare, environment, social services, Indigenous, the arts, and STEM initiatives, among others. She was Founding President of AFP London & Region (ON) and is the Treasurer & Chair, Sponsorships. Tracey is the Co-Editor & Contributor to APRA’s ”Prospect Research in Canada” book and chapter contributor to “Excellence in Fundraising in Canada” (2nd ed.). Tracey taught Prospect Research in Fundraising in Western University’s MLIS program for 15 years; received the inaugural APRA Canada Excellence in Prospect Research Award; and, is an AFP Certified Master Trainer.

Jennifer Filla

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Aspire Research Group LLC; Prospect Research Institute - CEO
Jennifer Filla is a veteran fundraiser with a focus on prospect research. As CEO of Aspire Research Group LLC, she believes that every development officer deserves a methodical, replicable process for major gift success. That’s why Aspire provides specialized major gift consulting, research services, and training. Jen is co-author of “Prospect Research for Fundraisers: The Essential Handbook” as well as numerous other research workbooks, and has served as a volunteer and trustee for a variety of organizations.


The Future of Sustainable Giving in a Subscription Economy

Sustainable giving is accessible to more nonprofits than ever before. The Subscription Economy has transformed the landscape of sustainer programs, leading to a new kind of regular giving. Dave Raley, author of Subscription Philanthropy: A New Wave of Giving, will unpack how recent trends have transformed monthly giving.

Education Track(s): Securing the Gift

Audience: Applied

Speakers

Dave Raley

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Imago Consulting - Founder
Consultant, speaker, writer, and founder of Imago Consulting, Dave works with leaders who recognize the importance of innovation as a path to profitable growth. Over the past 20 years, Dave has worked with, spoken to, and inspired hundreds of nonprofits to grow, develop strategies, and launch new products and initiatives. He’s the author of The Wave Report, a weekly report on waves to watch – trends and lessons leaders can learn from and apply to their leadership. He’s also the co-founder and host of the Purpose & Profit Podcast – a show about the intersection of nonprofit causes and for-profit businesses.


The Session No One Wants to Attend But Likely Will Have the Most Impact

If you want to ensure no one comes to your session, make it about one of two topics: data or ethics. This one covers both! Together we're going to gamify data collection, have fun doing it, and gain deeper understanding of how to gather data effectively, efficiently, and ethically.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Meena Das, Master of Science

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NamasteData - CEO
Meena Das is the CEO, consultant, trainer, and speaker with NamasteData, a data and AI equity consulting practice for nonprofits. Her career spans over 15 years in data, AI, and systems over multiple countries, multiple industries. She holds three advanced (master’s) degrees in computer science, Data Science, and Computer Applications, with minors in Human-Centric Design Thinking. She has drafted multiple Data Values and Community-Centered AI Values documents across the nonprofit industry. She speaks at national and international conferences on the intersection of data, equity, inclusion, and algorithms.

Clay Buck, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MFA

Photo of Clay Buck
TCB Fundraising - Founder and Principal
T. Clay Buck, CFRE is the founder and principal of TCB Fundraising, a fundraising and communications consultancy focusing on strategic individual giving programs that strengthen results and deepen engagement. A thirty-year fundraising veteran, Clay has worked in leadership roles at nonprofits across the country. He has held the CFRE designation for 10 years, is a certified coach, and completed the certificate in Philanthropic Psychology. He is the co-creator of The Fundraiser's Planner and teaches strategic planning and fundraising at UNLV. Clay served as the Chair of the IDEA Committee for AFP Global from 2023 - 2024.


Unlocking Corporate Philanthropy: Proven Strategies for Securing Gifts and Mobilizing Volunteers

Join an exhilarating session packed with actionable insights and innovative approaches for small to mid-sized nonprofits seeking to optimize their corporate philanthropy and volunteer engagement efforts. Get practical strategies, tailored guidance, and innovative techniques that can make a real difference in your fundraising and community engagement initiatives.

Education Track(s): Securing the Gift

Audience: Applied

Speakers

Pinky Vincent, CFRE, MA

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Clarezza Insights LLC - Principal
Pinky Vincent Shubert, CFRE is a highly-skilled executive with experience in leading nonprofit programs, coaching emerging and seasoned professionals, directing fundraising and marketing teams, and measuring impact. Pinky serves on the global board of Association of Fundraising Professionals (AFP) and chairs its investment subcommittee. She is also on the board of AFP New York City chapter and mentors midcareer fundraisers. Pinky regularly speaks, coaches, and writes on diversity, equity, inclusion, and belonging (DEIB), marketing, fundraising, and leadership. You can reach her at https://www.linkedin.com/in/pinkyvincent


What fundraisers Need to Know About AI’s Impact on Marginalized Communities (Presented by Alford Group)

Join us for an interactive AI demonstration to explore how AI can shape future fundraising strategies. We’ll delve into the social impacts of AI and learn how to combat bias and discrimination. Despite AI’s benefits, it reflects societal biases, reinforcing discriminatory thinking. Empower yourself with the knowledge to make a difference.

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Manju Ramachandran, CFRE

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Fundraising Consultant - Director of Development
Inspired to be “in service to others,” Manju Ramachandran, CFRE, works with donors to give their time, treasure, and talent to close the equity gap in the Bay Area and has raised over $10MM to support programs at India Community Center, Second Harvest Food Bank, All Stars Helping Kids and now at San Jose State University. Manju co-founded the Inclusion, Diversity, Equity, and Access (IDEA) fellowship for AFP Silicon Valley/Golden Gate to ensure all voices are included in philanthropy, and is now mastering the art of making a difference through "ai fundraising" tools.

Cherian Koshy, CFRE

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Cherian Koshy, a Certified Fund Raising Executive (CFRE) and Chartered Advisor in Philanthropy (CAP), is a distinguished innovator and strategist. Cherian’s insights, shared through keynotes, workshops, and publications, empower leaders to navigate and thrive in the evolving sector. He is a member of the executive committee of the global board of the Association of Fundraising Professionals and the recipient of the 2022 Governor's Volunteer Award for his work as chair of Volunteer Iowa as well as a Kentucky Colonel. His thought leadership has also been featured in CEO Weekly, Yahoo Finance and Forbes.

Charles Buchanan, MBA

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Technology Helps - CEO
Charles Buchanan is the Founder and CEO of Technology Helps, an organization dedicated to eliminating technology poverty in the social purpose sector and community. As a visionary leader he has a rich background in corporate technology leadership, including senior roles at Suncor Energy, Oracle, MNP and Deloitte and as an accomplished entrepreneur, he has founded and led numerous technology companies in diverse areas like fintech, online gaming, and environmental protection. He remains a leading expert in the tech industry, offering strategic guidance to organizations of all sizes, from large enterprises to startups and small nonprofits.

Gayle Roberts

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Gayle Roberts is a pioneering nonprofit leader, one of the few trans professionals to have held multiple C-level development roles. Over her career, she has raised over $200 million for San Francisco Bay Area organizations and trained professionals responsible for raising more than $1 billion annually for hundreds of community-based nonprofits. Gayle played a key role in launching the Golden Gate AFP Chapter’s IDEA Fellowship, offering free training and mentorship to fundraisers from diverse backgrounds. A forerunner in using predictive analytics and generative AI in fundraising, her innovative work has been highlighted by The Chronicle of Philanthropy, and OpenAI.

Jennifer Dotson, MSc

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Jennifer Li Dotson is a software developer that facilitates free access to AI powered fundraising technology generating digital revenue for more than 3000 nonprofit organizations around the globe for Fundraise Up. Dotson currently serves with the US Commission for Civil Rights, Committee on the Status of Women and the Committee on Refugee and Immigrant Affairs. She has previously led philanthropy teams at the National Kidney Foundation, American Red Cross, Muscular Dystrophy Association, and Mothers Against Drunk Driving. She holds a BSc from Georgetown University and MSc from the London School of Economics.


Fostering Inclusion: Today’s Landscape and Tomorrow’s Path (Presented by Men of Color in Development)

MOCID (Men of Color in Development) has been presenting since 2021. With the guidance and collaborative partnership of AFP Global Leadership, MOCID has delivered insightful and engaging sessions focused on the experiences of Black men in development. Our sessions are discussion-based and typically do not include PowerPoint presentations, fostering healthy and thought-provoking dialogue. 

Education Track(s): Relationship Building

Audience: Applied

Speakers

Jill Zimmerman

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Greater Chicago Food Depository - Chief Philanthropy Officer
Jill Zimmerman joined the Greater Chicago Food Depository as Vice President of Development in June 2012. Ms. Zimmerman, an experienced fundraiser, leads the Food Depository’s fundraising strategies, including continued support from individual donors, corporations, and foundations raising $55M annually. At the Food Depository, Jill has guided successful campaigns to meet rising demand and fuel emergency responses to hunger. In 2020, when COVID-19 caused unprecedented need across the community, Jill and her team quickly engaged new and longtime donors in a historic fundraising effort.

Frank Velásquez Jr.

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4 Da Hood LLC - 4 Da Hood LLC
Meet Frank Velásquez Jr., Storyteller Extraordinaire and Social Justice Warrior. With an unshakeable belief in racial and gender equity, he connects us through our powerful stories to weave a beautiful tapestry. As Founder of 4 Da Hood and its Ascending Leaders in Color program, he’s forging paths for peeps of color to lead with authenticity and joy! Because for Frank, advancing equity means a movement towards building generational wealth for communities of color to thrive!

Shane Carlin, MA

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Asian Student Achievement - CEO | FOUNDER | COACH
Shane Carlin professional career has been in fundraising and Student Affairs, where he was the Director of Development for Student Life and Scholarships at Northwestern University, Assistant Vice Chancellor for Student Affairs Advancement at the University of Illinois at Urbana Champaign. Carlin has also worked as the Director of Corporate and Foundation Relations at the National Association of Student Personnel Administrators (NASPA) and in Residence Life and Housing at Miami, Northwestern, and Capital Universities. He is a Korean American adoptee who grew up in northern Kentucky.

Brian Pinto, CFRE, MPA

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Cradle of Liberty Council, Scouting America - Chief Development Officer
Brian Pinto MPA, CFRE, is the Chief Development Officer for the Cradle of Liberty Council, Scouting America. In this role, Brian provides leadership for COL's individual giving program to secure philanthropic support to further the work of the council, lead the development department, and work collaboratively with council leadership and volunteers to create comprehensive and integrated programming to cultivate and steward donors. He is a member of The Association of Fundraising Professionals, The National Association of Charitable Gift Planners, and is a Certified Fundraising Executive.

Christopher Beck

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ALSAC/St. Jude Children's Research Hospital - Senior Philanthropic Advisor, Southeast
Currently serves as Senior Advisor, Principal Gifts and Inclusive Philanthropy, Southeast Region for ALSAC/ St. Jude Children's Research Hospital. Christopher enjoys connecting individuals with causes they are enthusiastic about. He is a seasoned fundraising advisor with over 20 years of experience serving non-profits, including ALSAC St. Jude Children's Research Hospital and the Boy Scouts of America (Nashville, TN)


Demystifying and Leveraging Donor Advised Funds for Your Nonprofit

Donor Advised Funds are "all the rage," yet there continues to be confusion about to how to best leverage this trend for the benefit of their organization. This session will share more about "who" is using them, "how" they are being used, and "what" nonprofits can do to find success.

Education Track(s): Relationship Building

Audience: Applied

Speakers

Jeremy Wells, CFRE, MA

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The Saint Paul & Minnesota Foundation - Senior Vice President of Philanthropic Services
Jeremy currently serves as the senior vice president of philanthropic services at the Saint Paul & Minnesota Foundation, one of the country's largest community foundations. As a career fundraiser and a 20+ year member of AFP, he brings a wealth of experience and strategy to both his professional and volunteer work. He has served on more than a dozen nonprofit boards, including the AFP Global board, has chaired the AFP PAC board, and is a frequent speaker at the local, regional, and national level. He was also a 40 under 40 recipient from the Minneapolis/St. Paul Business Journal.


Compelling & Inclusive Storytelling – How to Center Underrepresented Voices

Don't miss this opportunity to elevate your storytelling prowess and engage diverse perspectives in your organization's fundraising efforts. Participants will learn powerful tactics and principles, including asset framing and community-centric fundraising, to amplify marginalized narratives authentically. Join the discussion about operationalizing these strategies for genuine partnership and impactful storytelling.

Education Track(s): Relationship Building

Audience: Applied

Speakers

Alexis Brown

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Park City Community Foundation - VP of Development
Alexis is the VP of Development at Park City Community Foundation and is a seasoned fundraising professional. She’s played pivotal roles leading and collaborating with several Development teams in reaching and exceeding multi-million-dollar fundraising goals year after year. Previously, she held Development roles at Volunteers of America, Utah and other human services agencies in Salt Lake City. Alexis started her career in digital marketing and brand management but transitioned into nonprofit fundraising to apply her skillset to community impact. She serves on the Boards of Directors of the AFP Utah Chapter and an affordable housing nonprofit serving several Utah counties.

Diego Zegarra

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Park City Community Foundation - VP of Equity & Impact
Diego migrated from Peru in 2005 to attend the David Eccles School of Business at the University of Utah. His journey in the philanthropy sector began in 2009 when he managed education programs and directly worked with immigrant families and their children. With a focus on collaboration and community organizing, he works towards improving equitable outcomes for communities of color as well as other marginalized groups. Diego believes that through empowering folks and creating more inclusive environments, philanthropy can do more than just address the symptoms, but rather, examine the root causes and systems in place creating these disparate outcomes.


Embracing the Collaborative Giving Revolution

Today’s major donor is a strategic, social investor moved by impact and connection. To succeed, you must focus on “partnership” over making a “pitch.” In this presentation, hear from a researcher, major donor and practitioner about how we can transform to meet today's collaboration-minded givers and create a better experience.

Education Track(s): Relationship Building

Audience: Applied

Speakers

Brian Gawor, CFRE

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JGA - Consultant
Brian Gawor, CFRE is a 25-year higher education and non-profit veteran, and dedicated “giving geek.” A former annual giving and major gifts professional turned consultant, he has helped higher education institutions of all sizes transform their engagement with data-driven strategies that maximize response from an inclusive, purposeful donor base. Brian has presented at over 100 professional conferences, created the top-rated Fundraising Voices podcast to showcase innovation in donor engagement, and regularly shares insights on LinkedIn.

Lisa Greer

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Lisa Greer - founder
Lisa Greer is a philanthropic advocate dedicated to reshaping charitable giving. Following her transformative journey into the 1%, Lisa and her husband were disillusioned by the impersonal norms of philanthropy. Determined to instigate change, Lisa channels her expertise as a businesswoman to empower nonprofits with sustainable fundraising strategies. Through her bestselling book "Philanthropy Revolution" and upcoming release "The Fundraiser’s Handbook," she guides organizations worldwide toward authentic donor relationships and long-term success. With a focus on revitalizing the sector, Lisa's mission is to foster a culture of transparency, engagement, and lasting impact in philanthropy.

Theresa Edy Kiene

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Girl Scouts of Greater Los Angeles - CEO
As CEO of Girl Scouts of Greater Los Angeles, Theresa Edy Kiene leads the nation's second largest Girl Scout council, with over 54,0000 members. Theresa provides strategic direction and vision for developing and achieving the organization's mission to build girls of courage, confidence, and character who make the world a better place. This mission has been a focal point of her career. Before coming to Girl Scouts, she served as VP of Strategic Planning and Change Management at Fuller Theological Seminary, co-founded and led two innovative consumer food brands, and had a successful career as a television executive.


Fundraising and the Nonprofit Board

Fundraising and the Nonprofit Board takes a deep dive into how board members can support fundraising efforts through both active and supporting roles Designed to nurture partnership and collaboration between executive directors, development staff, and board leaders, this workshop will provide practical tips for empowering board members to get involved.

Education Track(s): Volunteer Involvement

Audience: Applied

Speakers

Launa Wilson, MSW

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Launa Wilson Consulting LLC - Chief Executive Officer
Ms. Launa Wilson is a seasoned professional with over 20 years of experience working in the nonprofit sector. Through her company, Launa Wilson Consulting, she provides guidance and hands-on assistance to strengthen governance practices, enhance fundraising, and support organizational sustainability. Prior to establishing her consultancy, Ms. Wilson held a variety of positions in the sector, including program manager, major gifts officer, and executive director. She has built programs from the ground up, raised millions in charitable dollars, and led systemic changes resulting in stronger, more efficient, and more diverse nonprofits.


Gain More Public Funding: Lessons in Building Partnerships with Local Governmental Officials

What’s the best way to secure public funding to underwrite your organization’s mission? There’s so very much money out there in the public sector from city, county, state and federal sources. Learn how to approach your local governmental officials, get to know them, and advocate appropriately for your organization.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Gail Perry, CFRE, MBA

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Gail Perry Group - Consultant, Speaker, Author and Coach
Gail Perry is a veteran philanthropy leader, keynote speaker, and author with more than 30 years’ experience. Her company, Gail Perry Group, helps nonprofits reach extraordinary fundraising and capital campaign goals. She has keynoted over 60 fundraising conferences around the world, and was named a LinkedIn Top Voice in Philanthropy in 2020. Her book, Fired-Up Fundraising: Turn Board Passion into Action, is recognized as “the gold standard guide to building successful fundraising boards.” She got her start in fundraising at Duke University and then led development at the Kenan Flagler Business School at UNC-Chapel Hill.

Cassie Rice

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Gail Perry Group - Vice President for Client Success
With two decades of experience in the political sector, Cassie understands politics and advocacy at all levels of government. A 10-year veteran of Capitol Hill, Cassie knows how politicians think and how to work within any government system to make positive gains for an organization. Cassie helps clients understand how to work their way through their web of influence to maximize their partnerships with local public entities.


Leveraging Data-Driven Strategies to Amplify Fundraising Success!

Join fundraising's best frenemy duo as they spar over their secrets behind research-driven fundraising successes. This session will dive into lively case studies and dissect the game-changing strategies that have supercharged donor engagement and fundraising outcomes. Discover how targeted research and savvy data analytics can transform your fundraising efforts.

Education Track(s): Current and Prospective Donor Research

Audience: Applied

Speakers

Cannon Brooke

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Brooke Solutions - Founder
Cannon Brooke, founder of BROOKE Solutions, is a highly successful professional specializing in data-driven insights for nonprofits of all sizes. Building on his extensive experience, he integrates creativity and analytics to offer prospect identification, wealth analysis, giving trends, and engagement strategy services to organizations throughout the United States. Cannon has served in leadership roles at Chapman University, the University of Hawaii Foundation, and Hawaii Pacific Health, where he spearheaded successful prospect research for annual giving programs, capital projects, comprehensive campaigns, and legacy giving. Board service includes The California Advancement Researchers Association and APRA's Executive Leadership Cohort committee.

Jennifer Oyer, CFRE, MA, AFP Certified Facilitator (formerly AFP Master Trainer), FCEP

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Community Impact Advisors - Founder & Chief Joy Officer
Jennifer Oyer is the Founder and Chief Joy Officer of Community Impact Advisors, a boutique fund development consulting firm providing strategic counsel for nonprofit organizations and corporations striving to increase capacity and positively impact the community. As a connector and navigator in the fundraising sector who is deeply committed to creating space for partners to achieve greater philanthropic goals, Jennifer envisions a world where joyful giving is an integral part of society and every nonprofit is financially sustainable.


Making Sense of Fundraising: How to Thrive in 2025

How do you make sense of what REALLY works in fundraising when there seem to be so many raise-more-money-fast promises lately? In this engaged dialogue we'll dig into the actual trends, discuss what's really working, and workshop a plan so that you can make the most impact in your work.

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Clay Buck, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MFA

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TCB Fundraising - Founder and Principal
T. Clay Buck, CFRE is the founder and principal of TCB Fundraising, a fundraising and communications consultancy focusing on strategic individual giving programs that strengthen results and deepen engagement. A thirty-year fundraising veteran, Clay has worked in leadership roles at nonprofits across the country. He has held the CFRE designation for 10 years, is a certified coach, and completed the certificate in Philanthropic Psychology. He is the co-creator of The Fundraiser's Planner and teaches strategic planning and fundraising at UNLV. Clay served as the Chair of the IDEA Committee for AFP Global from 2023 - 2024.


Nonprofit Enters the Chat: Cultivating Relationships with Corporate Giving Officers for Win-Win Outcomes

Corporate giving officers are inundated by nonprofits asking for money, and nonprofit leaders are often overwhelmed with what it takes to cultivate successful relationships with them. This session features candid dialogue between a corporate giving officer and a nonprofit leader about approaching the nuances of this dynamic for win-win outcomes.

Education Track(s): Relationship Building

Audience: Applied

Speakers

Katie Cramer, MA

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Big Lots - Manager, Philanthropy & Events
In her role at Big Lots, a national retailer with 1,400 stores and more than 30,000 associates, Katie leads the organization’s charitable giving and employee engagement efforts. She oversees the Big Lots Foundation’s grantmaking, distributing $5 million annually to 250 nonprofits around the country, and manages the company’s point-of-sale campaign program, engaging customers to raise millions of dollars for Big Lots’ nonprofit partners. Katie earned her Masters from Indiana University Lilly Family School of Philanthropy.

Steve Votaw

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A respected nonprofit leader, Steve Votaw has built his career on servant leadership and an entrepreneurial acumen. Over the span of is career, Steve led and grew three different nonprofit organizations based in Columbus, Ohio. He has overseen multiple capital campaigns with varying philanthropic goals. Steve retired from the Furniture Bank of Central Ohio in 2021 after successfully completing their multi-million-dollar campaign, and he continues to serve his community and nonprofits in a consulting capacity.

Michelle Cramer, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer)

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Cramer & Associates - President & CEO
Michelle Cramer, CFRE, AFP Master Trainer is President & CEO of Cramer & Associates, a woman-owned, Hispanic-owned fundraising consulting firm. Founded in 1987, the firm specializes in feasibility studies, campaigns, and serves nonprofits of every size and sector. In 2015, Michelle was awarded the “Outstanding Professional Fundraiser of the Year” award by AFP Central Ohio. She was also a contributing author to “The Nonprofit Consulting Playbook: Winning Strategies from 25 Leaders in the Field.”


Empathetic Conversations: Helpful Flairs for Drama

Do you wish your boss understood you? Or you had more time for your team? Or there’s an elusive donor you just can’t read? You need empathetic conversations. But how?! Together, we’ll make the intangible tangible with a six-step process so you can begin your journey in the Empathy Army.

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Matthew Gellin, CFRE, MFA

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American Legacy Theatre - Executive Artistic Director & CEO
Matthew David Gellin, MFA, CFRE is founder, Executive Artistic Director & CEO of American Legacy Theatre. With nearly 15 years in nonprofit fundraising across multiple industries, Matthew continues to innovate and redefine the norm. Matthew was a USA representative to the People’s Republic of China for foreign business affairs and for UNESCO’s International Theatre Institute in Romania; he also led national sales offices in the for-profit sector. Matthew approach from the ideal and a plentiful mindset.


Oops, I'm the CEO! How Fundraising Prepared Me to be an Ethical and Responsive Leader

Ever unexpectedly find yourself in a financial or executive leadership role? This session will explore how competencies developed in fundraising - like transparency, strategic thinking, team empowerment, relationship building, and resilience - can inform & strengthen your work at an executive level, whether you planned to be there or not.

Education Track(s): Leadership and Management

Audience: Applied

Speakers

Kirk Laughlin, CFRE, MA, MNPL (Master in Nonprofit Leadership)

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Refugee Women's Alliance - Chief Development Officer
Kirk W. Laughlin, CFRE has been a fundraiser & nonprofit leader in the Seattle area since 1994 & holds a Master’s in Nonprofit Leadership from Seattle University. During his career, he has taken on leadership roles as a general administrator, financial director, and top executive for organizations serving the mission areas of arts & culture, education, and volunteer service. He’s led fundraising for missions empowering immigrants & refugees and neurodiverse youth. And he serves on the foundation board for the U.S.’s largest employer of individuals who are blind, Deaf-Blind & blind with other disabilities.


Supercharge Your Bequest Program With Smart Supporter Surveys

Understanding your supporters is important. Influencing them is vital. This practical session will equip you to run a powerful, influential survey to identify and convert bequest prospects. Drawing on world leading research, behavioural economics experiments, philanthropic psychology and dialogue marketing you will master global best practice supporter surveys.

Education Track(s): Securing the Gift

Audience: Applied

Speakers

Martin Paul

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More Strategic - Director
Martin is one of Australia's most respected fundraisers and acclaimed speakers. In 2020 he was recognised for his lifetime contribution and leadership by the Fundraising Institute Australia. Before founding Australia's leading consultancy, More Strategic, Martin led large teams to success across the UK and Australia with Cancer Council, Heart Foundation, National Trust and WWF. Martin has since worked with most of Australia's top 100 not-for-profits to develop insight driven, evidence based strategies for growth. His sessions are informative, inspiring and thought-provoking.


From Data Analysis to Action: Utilizing AI for Nonprofit Success

Explore how AI can transform nonprofit communication strategies. This interactive session includes a live ChatGPT demo, teaching you to utilize AI for effective donor segmentation, message optimization, and increased engagement, ultimately boosting your nonprofit's impact.

Education Track(s): Securing the Gift

Audience: Applied

Speakers

Josh Hirsch, MS

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Soukup Strategic Solutions - Senior Strategist
Josh Hirsch is the Senior Strategist for Soukup Strategic Solutions. He has worked in the nonprofit sector since 2006. He has an extensive background in social media, digital communications, and marketing along with experience in grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors. He is the Florida Caucus Representative for the AFP First Coast Chapter and Past-President of the Palm Beach County Chapter

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