education sessions

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

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

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Tuesday, June 29

10:25am - 11:40am

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

(Session Run Time 50-minutes) This session will discuss how to enhance your organization’s planned giving efforts. Discover techniques for identifying prospects, soliciting donors, and closing the gift. Most donors say “they were never asked” for a gift. Learn how your organization can avoid this pitfall and develop a thriving and profitable planned giving plan.

Education Track
Relationship Building
Speakers

Anthony Alonso

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

Tuesday, June 29

10:25am - 11:40am

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

(Session Run Time 55-minutes) Many organizations consider a capital campaign, but don’t know where to begin. This session will explore how to begin planning for your campaign. Diane Carlson will discuss the importance of a feasibility study, gift chart, naming opportunities, milestones during the quiet phase, and how to launch the public phase.

Education Track
Relationship Building
Speakers

Diane Carlson

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

Tuesday, June 29

10:25am - 11:40am

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

(Session Run Time 61-minutes) “This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” Did you know that 95% of nonprofits around the world have some element of friction in their online giving experience that has been proven to hurt donation conversion rates? Or that 1 in 2 organizations in France and the Netherlands did not send a solicitation email to online donors in 90 days compared to 1 in 20 in the United States? In this session based on new research from Salesforce.org and NextAfter, you’ll discover a donor’s perspective and real examples on: How easy is it to sign up for email? What did organizations offer in exchange for our email? How many emails are nonprofits sending to their email subscribers? Their donors? How well are organizations communicating why a donation is needed? How are nonprofits focusing on recurring giving on their donation pages?

Education Track
Current and Prospective Donor Research
Speakers

Mia Rodrigues

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

Brady Josephson

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

Tuesday, June 29

10:25am - 11:40am

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

(Session Run Time 67-minutes) How well do you know your target audience? What you don’t know about your donors could be costing you dearly. Is your messaging and fundraising an educated guess or a finely tuned revenue machine? Discover how to solicit donor feedback to guarantee revenue-generating insights that transform your fundraising strategy.

Education Track
Relationship Building
Speakers

Rachel Muir

Photo of Rachel Muir
Rachel Muir has worked every side of the Rubik’s cube that is the nonprofit sector. When she was 26, Rachel Muir launched Girlstart, a nonprofit empowering girls in math, science, engineering, and technology in the living room of her apartment with $500 and a credit card. Several years later, she had raised over 10 million and was featured on Oprah, CNN, and the Today show. Learn more about Rachel Muir at www.rachelmuir.com

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

Tuesday, June 29

10:25am - 11:40am

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

(Session Run Time 69-minutes) The loss of a Millennial employee could cost up to $25,000. A panel of Millennials will give managers practical ways to attract, encourage, and retain loyal Millennial fundraisers. For young professionals, we will give you practical advice on considerations you should make before deciding to jumpstart your job search.

Education Track
Leadership and Management
Speakers

Allison Quintanilla Plattsmier

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

Chessie Biggam

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

Sarah Willey

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

Nicholas Kulik

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

Cherrelle Duncan

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

Tuesday, June 29

10:25am - 11:40am

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

(Session Run Time 70-minutes) Almost every organization expects its board members to fundraise, but almost as many say they have trouble getting their board members to do it. This session show you how to motivate your board members to fundraise and give you and them practical tools to do it more effectively and fruitfully.

Education Track
Leadership and Management
Speakers

Wayne Olson

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

Tuesday, June 29

10:25am - 11:40am

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

(Session Run Time 74-minutes) The pandemic illuminated strengths and weaknesses of fundraising programs. How do we recover and better prepare for future crises? We examine bold yet humble tactics to invite and secure major gifts during the recovering; sustain and grow meaningful relationships and elevate the philanthropic culture with the board and CEO.

Education Track
Securing the Gift
Speakers

Susan Holt

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

Tuesday, June 29

10:25am - 11:40am

Fundraising + Harassment: What No One is Talking About

(Session Run Time 74-minutes) Fundraisers have experienced harassment in various forms and levels forever. This session will address the topic head-on and provide real-world solutions to put an end to a pervasive problem that has been ignored for far too long.

Education Track
Ethics, Accountability and Professionalism
Speakers

Tyler Timko

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

Kirsten Anderson

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

Tuesday, June 29

10:25am - 11:40am

THE ASK©: Make it THEIR IDEA!

(Session Run Time 75-minutes) Do your board, staff, and volunteers feel “pressured,” “uncomfortable,” “self-conscious,” when they need to Ask supporters to meet, come to an event, or heaven forbid, for money! This BRAND NEW session will show you that in just one simple conversation THE ASK will always be ASKEE’s Idea!

Education Track
Securing the Gift
Speakers

Laura Fredricks

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

Tuesday, June 29

10:25am - 11:40am

Pandemic Generosity: What Donation and Health Data Can Teach Us

(Session Run Time 75-minutes) How can we apply the lessons of the COVID-19 pandemic to the fundraising of the future? In this in-depth analysis of over 1.7 million donor records from thousands of nonprofits combined with coronavirus data, learn how utilizing data overlays can ensure your development team is prepared for any situation.

Education Track
Current and Prospective Donor Research
Speakers

Tim Sarrantonio

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

Jared Sheehan

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

Tuesday, June 29

10:25am - 11:40am

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

(Session Run Time 76-minutes) We spend hundreds of hours in meetings yearly. Yet most meetings hardly live up to their potential of deepening staff and board engagement and helping our organizations to do more thoughtful work. How can we do better? This presentation will give you concrete ideas to take back to your organization.

Education Track
Leadership and Management
Speakers

Renee Rubin Ross

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

Tuesday, June 29

11:45am - 1:00pm

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

(Session Run Time 60-minutes) (Eligible for 1.25 ACFRE credits in Leadership or Management)   Using techniques learned from years in the army and the philanthropic sector, Russ Hodge of The Hodge Group and Colonel David Fivecoat of The Fivecoat Consulting Group will offer suggestions for risk management in the name of increasing operational efficiency and mitigating the impact of a crisis like COVID-19.

Education Track
Leadership and Management
Speakers

Russ Hodge

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

David Fivecoat

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

Tuesday, June 29

11:45am - 1:00pm

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

(Session Run Time 61-minutes) This session is designed to help the fundraising professional at the beginning and intermediate stages of his or her knowledge level to organize all of their fundraising goals, activities and resources into one document...The Annual Campaign Plan.

Education Track
Securing the Gift
Speakers

Jane Stein

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

Tuesday, June 29

11:45am - 1:00pm

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

(Session Run Time 63-minutes) Nonprofit professionals are under constant pressure to find and obtain grant funding, with little or no staff dedicated to the task. In this session you will learn a structured approach to find and win grants, even in a challenging economy.

Education Track
Securing the Gift
Speakers

Margit Brazda Poirier

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

Tuesday, June 29

11:45am - 1:00pm

Rewriting Your Nonprofit’s Story for the New Normal

(Session Run Time 72-minutes) Funding will only become more competitive in the wake of COVID-19—and the organizations that stand to compete will be those that make the most convincing case to funders. In this session, learn techniques to rewrite your story and craft the most compelling proposals for our new state of normal.

Education Track
Securing the Gift
Speakers

Lauren Steiner

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

Tuesday, June 29

11:45am - 1:00pm

10 Ways Your Fundraising Data Can Help Your Fundraising Communications

(Session Run Time 74-minutes) Do you feel knee-deep in data, research, trends, and statistics, but not sure how to apply it to your donor communications strategy? This session will distill data from 15+ industry reports (like Blackbaud Charitable Giving Report) and provide the takeaways that you can apply right away.

Education Track
Relationship Building
Speakers

Julia McDowell

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

Tuesday, June 29

11:45am - 1:00pm

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

(Session Run Time 75-minutes) The cost of research tools has gone down, but many smaller organizations still struggle to turn this data into action. Now you can finally connect the dots between data and gifts! Learn straightforward steps you can take to identify, track, and ask for larger gifts with confidence.

Education Track
Current and Prospective Donor Research
Speakers

Jennifer Filla

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

Tuesday, June 29

11:45am - 1:00pm

Giving in Ramadan - Charity TV Advertising Competition; Case Study

(Session Run Time 75-minutes) Ramadan is the holy month of giving in the Egypt. For NGOs to stand out, TV remains key to any non-profit’s strategy for its unrivaled reach at scale. Come and watch TV AD campaigns of the major 5 NGOs in Egypt, and share in their evaluation.

Education Track
Securing the Gift
Speakers

Perihan Abou El Ela

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

Khaled Fasih

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

Tuesday, June 29

11:45am - 1:00pm

Using Donor Personas to Guide Your Communications

(Session Run Time 75-minutes) How can you create a strong connection with your donors and prospects? Your supporters' motivations, values, and behaviors should guide what you say, how you say it, and where you show up. Learn the benefits and challenges of creating and applying personas.

Education Track
Relationship Building
Speakers

Mica Bevington

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

Farra Trompeter

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

Tuesday, June 29

11:45am - 1:00pm

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

(Session Run Time 75-minutes) People demanding change together can make a difference for the world AND for your organization's fundraising - that's the power of advocacy! Our session will include a case study from Corporate Accountability, detailing their successful use of list swaps, social, and online actions to build a powerful movement for good.

Education Track
Current and Prospective Donor Research
Speakers

Jack Valor

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

Taylor Leake

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

Tuesday, June 29

11:45am - 1:00pm

Diversifying Fundraising Efforts to Build Resilience in the Months Ahead

(Session Run Time 70-minutes) “This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” Nonprofits looking to go “back to normal” after the pandemic may leave themselves vulnerable. To minimize the impact of future disruption, Ariana Younai, Head of LinkedIn for Nonprofits, and Grace Rochford Everitt, LinkedIn for Nonprofits’ East Coast Manager, will discuss opportunities for organizations to build resilience by diversifying fundraising revenue.

Education Track
Leadership and Management
Speakers

Ariana Younai

Photo of Ariana Younai
Ariana Younai is the Head of LinkedIn for Nonprofits, the organization responsible for providing discounted talent, campaigning, fundraising, and learning solutions from LinkedIn to the nonprofit sector—an effort she helped build from the ground up. Ariana directs the strategy behind LinkedIn for Nonprofit’s vision to drive nonprofit capacity in order to accelerate global social impact. She hails from NYC and holds a B.A. from UC Berkeley, where she majored in Political Economy.

Tuesday, June 29

3:50pm - 5:05pm

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

(Session Run Time 60-minutes) Poor relationships between the CEO and the development office are cited as a top reason for development office turnover. How can you create a stronger, trust-based relationship with your CEO? This session will offer easy tools to create a collaborative partnership between the corner office and the development office.

Education Track
Leadership and Management
Speakers

Virginia Thumm

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

Tuesday, June 29

3:50pm - 5:05pm

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

(Session Run Time 66-minutes) Join Mo Waja Fundraising Strategist & Digital Integration Specialist at Blakely, and Jess Myers, Fundraising Content Officer at Doctors Without Borders (MSF) for a practical exploration of responsible fundraising storytelling — including an approach to develop content that avoids exploitation and a functional tool to help self-assess your own material.

Education Track
Ethics, Accountability and Professionalism
Speakers

Mo Waja

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

Jess Myers

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

Tuesday, June 29

3:50pm - 5:05pm

Navigating Difficult Conversations

(Session Run Time 71-minutes) Do you struggle to have difficult conversations with funders, board members, or staff? This workshop is designed to help participants: • use empathy to strengthen relationships and minimize negative responses, • apply leading practices to prepare, initiate, and deliver the conversation, and • discover how to generate solutions.

Education Track
Relationship Building
Speakers

Shana Peete

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

Tuesday, June 29

3:50pm - 5:05pm

Revenue scenario planning to navigate unpredictable times

(Session Run Time 73-minutes) Your old way of budgeting may need to go out the window. Predicting future revenue is now even harder in a post-covid world. Instead, use a scenario planning approach to make better budgets. This session will explore case studies and best practices for developing revenue scenarios in a new world.

Education Track
Leadership and Management
Speakers

Laura MacDonald

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

Tuesday, June 29

3:50pm - 5:05pm

Forces of Nurture: 7 Ways to Automate Donor Cultivation

(Session Run Time 74-minutes) You can’t automate empathy but you CAN automate a thank you. We all care about our donors but sometimes we can get lost making sure the ‘human touch’ of nurturing is manually done each time. Learn 7 big ways to automate your donor cultivation.

Education Track
Relationship Building
Speakers

Isabelle Brauer

Photo of Isabelle Brauer
As an Account Manager, Isabelle helps her fellow Whalers to provide best-in-class services to her clients. She specializes in helping clients actualize their missions and maximize impact through digital campaigns and online fundraising. Isabelle has spent her career focused on social impact, strategy, education, and the arts.

Pamela Trzop

Photo of Pamela Trzop
Pamela Trzop brings her passion for philanthropy and social impact to Whole Whale as the Director of Strategy and Partnerships. She has spent over a decade in the nonprofit sector, where she oversaw and implemented fundraising and communication strategies for local and global organizations. Her expertise includes digital fundraising, stakeholder engagement, corporate partnerships, and major gifts. She is also well-versed in industry thought leadership, media relations, and marketing.

Tuesday, June 29

3:50pm - 5:05pm

The Power of Legacy to Transform Your Future

(Session Run Time 74-minutes) Kimberley Blease, Stephen George, and Alexis Gaiptman will demonstrate how integrating planned giving across your donor journeys will enhance your current relationships and support long-term relationships. This session will give you the tools to build a transformational legacy strategy focused on what people need to connect with your cause

Education Track
Securing the Gift
Speakers

Kimberley Blease

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

Stephen George

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

Alexis Gaiptman

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

Tuesday, June 29

3:50pm - 5:05pm

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

(Session Run Time 76-minutes) "How to lead your organization when you're not the boss" is for fundraisers who are not getting the internal support they need for fundraising success. All staff are responsible to make an organization donor-attractive. I'll show you step by step how to lead your colleagues to do what you need.

Education Track
Leadership and Management
Speakers

Ken Phillips

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

Gayle Gifford

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

Tuesday, June 29

3:50pm - 5:05pm

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

(Session Run Time 76-minutes) Join us for an educational session with your development colleagues in the arts and culture sector as we discuss creative and innovative fundraising solutions for the arts. Topics include innovative donor relations and stewardship solutions, engagement and connection scoring, major giving analytics and other data-supported strategies.

Education Track
Current and Prospective Donor Research
Speakers

Erin Koppel

Alex Oftelie

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Amy Lampi

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

Tuesday, June 29

3:50pm - 5:05pm

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

(Session Run Time 86-minutes) The session will demonstrate how fundraising events pivoted and were still able to advance major gift strategies and serve as key tools to cultivate and steward your donors and prospects while increasing their connections with your organization and its mission; which was needed more than ever during the COVID-19 crisis.

Education Track
Securing the Gift
Speakers

Meagan O'Flaherty

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

Tuesday, June 29

3:50pm - 5:05pm

The Digital-First Fundraising Revolution

(Session Run Time 56-minutes) “This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” According to the 2020 Blackbaud Institute Charitable Giving Report, digital giving increased by 20.7% and now represents 13% of all giving. While the global pandemic certainly fueled much of this growth, the recent surge in digital has opened the door to a new approach to scaling our organizations. This session will look at both industry data and real-world examples that make a powerful case for how you can accelerate growth, improve efficiency, and increase retention and lifetime value through a digital-first fundraising strategy.

Education Track
Relationship Building
Speakers

Steve MacLaughlin

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

Tim Kachuriak

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