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.
- Current & Prospective Donor Research
- Ethics, Accountability & Professionalism
- Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
- Leadership & Management (Sponsored by Lindauer Global)
- Relationship Building (Sponsored by GolfStatus)
- Securing the Gift Track (Sponsored by Mission CRM)
- Volunteer Involvement
Current And Prospective Donor Research
Sun, Apr 7, 2024
9:00am - 10:15am
Room 718 A
Learning To Speak about Love in Fundraising: New Research from 2023
At the core of the root of philanthropy is the notion of love. Yet, in fundraising we frequently default to the language of money or support. This session will explore how growing love can not only build the wellbeing of our supporters it can also double giving.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Adrian Sargeant, PhD
Institute for Sustainable Philanthropy - Co-Director
Adrian Sargeant PhD is Co-Director of the Institute for Sustainable Philanthropy. He is one of the world's leading fundraising academics and was formerly the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University. He is the author Fundraising Principles and Practice, Building Donor Loyalty and Fundraising Management: Analysis, Planning and Practice.Jen Shang, PhD
Institute for Sustainable Philanthropy - Co-Director
Jen Shang is Co-Director and Professor of Philanthropic Psychology at the Institute for Sustainable Philanthropy. Jen's research has been featured by outlets such as the BBC and the Wall Street Journal. Her research has been funded by the Society of Judgment and Decision Making, the National Science Foundation, The Aspen Institute, the Corporation for Public Broadcasting, the Association of Fundraising Professionals, and the Hewlett Foundation.Sun, Apr 7, 2024
9:00am - 10:15am
Room 718 B
The Status of Canadian Fundraising Report: Current Trends, Examples and Advice to Drive Growth (Presented by Blackbaud)
Join Blackbaud to explore how fundraising is trending in Canada. Our annual Status of Canadian Fundraising Report shares insights from 500+ fundraising professionals on income, fundraising performance, digital transformation and more. In this session, we draw from these research findings to understand what's driving nonprofit organization's success, and provide real-world examples, actionable advice and tips on best practices to help your nonprofit organization achieve sustainable growth – even in a challenging economy.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Blackbaud - Vice President and Global Managing Director, Customer Success, Blackbaud
As Vice President and Global Managing Director of Customer Success, Page oversees a team of customer success managers dedicated to ensure Blackbaud customers receive the maximum value from their solutions and can support their intended missions. Prior to Blackbaud, Page was Grants Director for Roper St. Francis Healthcare in Charleston, SC, specializing in grant writing and corporate gift funding. She has extensive experience working in the nonprofit industry, specifically with educational, healthcare, and political organizations.Sun, Apr 7, 2024
10:45am - 12:00pm
Room 801 A
Fundraising Intelligence: The New Standard in Modern Fundraising (Presented by Kindsight (iWave+ UCInnovation + NOS)
Giving is shifting, competition for funds is increasing, and retention is at an all-time low. Now more than ever, it is imperative for organizations to embrace personalization and individualized approaches to donor engagement. But how do you do this with limited resources and a wide range of diverse responsibilities? Join us to dive into the new standard of modern fundraising; fundraising intelligence and the transformative power of big data, automation, and AI. Learn how to optimize efficiency, overcome resource constraints, and deliver a personalized engagement experience to every donor, thus empowering your organization to thrive in an ever-evolving nonprofit landscape.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Kindsight (iWave+ UCinnovation + NOS) - CEO - Kindsight (formerly iWave)
Craig has a 30-year track record of building innovative software companies in customer relationship management, wealth management, and payments. Prior to joining iWave, Craig was the CEO of Versapay, a fintech company that serves over a million buyers and sellers on its business-to-business billing and payment network. He holds a B.Sc. from the University of Toronto in Computer Science and Mathematics.Cherian Koshy, CFRE
Kindsight (iWave+ UCinnovation + NOS) - VP of Product Strategy- Kindsight (formerly iWave).
Cherian Koshy, VP of Product Strategy at iWave, is a Certified Fund Raising Executive (CFRE), Chartered Advisor in Philanthropy (CAP), and AFP Master Trainer. He is the founder of the Nonprofit Operating System (now an iWave product), a comprehensive platform designed to help organizations streamline their operations and maximize their impact. Prior to starting NonprofitOS, Cherian spent more twenty five years working in the nonprofit sector, working with thousands of donors and raising millionsSun, Apr 7, 2024
11:15am - 11:45am
Learning Lab 1
The Future of Fundraising Events: Raise More and Stress Less (Learning Lab) Presented by Bloomerang
Discover the future of fundraising events. Learn how Bloomerang + Qgiv can elevate your events, boost donations, and ease your event reporting. From dazzling auctions to dynamic peer-to-peer campaigns, we've got the tools you need to raise more and stress less.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Bloomerang - Senior Product Marketing Manager
Katie Gaston is a seasoned product marketing leader in product marketing management, renowned for her expertise in the nonprofit fundraising sector. Currently serving as the Senior Product Marketing Manager at Bloomerang, Katie focuses on developing and launching go-to-market initiatives to empower nonprofit fundraising professionals. Beyond her professional endeavors, Katie has demonstrated a deep commitment to serving the nonprofit community.Sun, Apr 7, 2024
12:00pm - 12:30pm
Learning Lab 2
Smart Giving: Streamlining Nonprofit CRM with Wealth Data and Relationship Dynamics (Learning Lab) Presented by Altrata
In this session, we will explore 'Smart Giving': a strategy that revolutionizes nonprofit fundraising by integrating wealth insights and relationship dynamics into CRM systems. We'll uncover how this approach enables more targeted, efficient, and personalized donor engagement. By the end, you'll understand how to leverage these insights to maximize fundraising efforts and build stronger, more fruitful relationships with potential donors. Let's dive into how you can transform your organization's approach to giving.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Altrata – WealthEngine, Wealth-X, and RelSci - Senior Director of Strategic Partnerships
As the Senior Director of Strategic Partnerships at Altrata, Maxwell Pamphile has dedicated over seven years to collaborating with nonprofit organizations. His role has involved partnering with more than 30 CRM companies, significantly enhancing fundraising workflows. Specializing in donor research, wealth insights, and relationship intelligence, Maxwell has developed a keen understanding of the nonprofit sector.Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 715 A/B
Fill your Prospect Pipeline: Internal and External Methods to Finding Your Next Major Gift Donors
Internally, your next individual major gift donor is probably already connected to your organization. Understand how you can mine your database to develop your pipeline of major gift donors. Externally, what happens if there is still a gap? Discover resources “out there” to identify viable major donors to your organization.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Liz Rejman + Co. - Fundraising Operations Consultant
Liz Rejman has spent 25 years working in the fundraising profession in a variety of sectors. She has presented on the topics of leadership, ethics, fundraising operations, prospect development, data management, effective meetings, and recruitment and selection, at numerous conferences. Liz is a past President of Apra. She is contributor to the book “The Vigilant Fundraiser” and co-editor and contributor to the book "Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers".Tracey Church, MA, AFP Master Trainer, MLIS
Tracey Church & Associates - Principal, Researcher & Consultant
A professional researcher for over 25 years, Tracey has worked with over 400 organizations. She was Founding President of AFP London & Region and is current Chair, IDEA & EMC Committees. Tracey is the Co-Editor & Contributor to APRA’s ”Prospect Research in Canada” book. Tracey teaches the Prospect Research in Fundraising course in Western University’s MLIS program; received the inaugural APRA Canada Excellence in Prospect Research Award; and, is an AFP Certified Master Trainer.Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 718 A
Fundraising Effectiveness Project 2023 Review - Sector Trends and What To Do About Them
This session will report on national donor retention statistics from the AFP's Fundraising Effectiveness Project now in its 18th year of donor retention analysis. Results from more than 27,000 nonprofits can be used as national benchmarks and realist guidelines for improving performance. Eligible for 1.25 ACFRE credits in Current and Prospective Donor Research
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Benjamin Miller, MS
Bonterra - SVP of Data Science and Analytics
Ben Miller is an entrepreneur drawing upon degrees in mathematics and systems engineering to advance applied data science in the non-profit sector. Ben Miller is the SVP of Data Science and Analytics at Bonterra, and has helped raise billions of dollars from tens of millions of donors for thousands of organizations over his career. Ben serves on the Research Council for the AFP and is the Chair of the Fundraising Effectiveness Project.
Alice Ferris, ACFRE, CFRE, MBA, AFP Master Trainer
GoalBusters Consulting - Partner
Alice L. Ferris, MBA, CFRE, ACFRE, is the founder of GoalBusters, supporting small fundraising teams with development training, coaching, strategy, and implementation. For the last 30 years, she has worked extensively in fundraising for public media, rural healthcare, education, and science organizations. Alice thrives in finding creative solutions for the fundraising challenges of small organizations and teaching and training about practical and realistic tactics.Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 713 A/B
How to engage with Latinx Community and thrive! (Sponsored by Veritus Group)
Latinos are projected to maintain the highest labor force participation rates among racial or ethnic groups, and by 2021, the Latino gross domestic product (GDP) will reach $1.7 trillion (a quarter of the U.S. GDP). Do you know how to engage with them? Join me!
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Leticia Martinez, MA
International Community Foundation - Director of Philanthropy
As Director of Philanthropy, Lety Martinez leads the planning, development, and implementation of all communications, marketing and fundraising activities across the organization. She magnifies the culture of philanthropy across ICF staff and board members. Lety was awarded Outstanding Development Professional of the Year 2021 by the Association of Fundraising Professionals (AFP) San Diego Chapter. Lety has over 15 years of experience successfully fundraising and stewarding donor relations for several Mexican and US nonprofit organizations.Mon, Apr 8, 2024
10:15am - 11:30am
Room 701B
Unlocking the Potential of Donor Advised Funds: Insights from the National Study on DAFs
Discover the potential of donor-advised funds (DAFs) in your fundraising strategy. Join us for this interactive session based on the groundbreaking DAF Research Collaborative study. Learn how to engage DAF donors, identify DAF giving strategies, and create customized solicitation plans. Transform your fundraising and better serve your donors' philanthropic goals.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Jeremy Wells, CFRE, MA
The Saint Paul & Minnesota Community Foundation - Vice President of Philanthropic Services
Jeremy R. Wells, MA, CFRE, serves as Senior Vice President at the Saint Paul & Minnesota Foundation, one of the largest community foundations in the country. Wells is an adjunct faculty member at the University of St. Thomas and a frequently requested speaker in philanthropy. Wells is a former AFP Global Board Member, former AFP PAC Chair, and was also selected as a 40 Under 40 recipient by the Minneapolis/St. Paul Business Journal in 2018.Dan Heist, PhD
Brigham Young University - Assistant Professor
Dr. Heist is an Assistant Professor of Nonprofit Management at Brigham Young University. He earned a master’s degree in Philanthropic Studies from the IU Lilly Family School of Philanthropy and a PhD in Social Welfare from the University of Pennsylvania. His research focuses on philanthropy and fundraising. His nine years of professional fundraising experience inform his research and teaching. He is a leading expert on donor-advised funds and co-founder of the Donor-Advised Fund Research Collaborative.Mon, Apr 8, 2024
1:00pm - 1:30pm
Learning Lab 1
Navigating Donor Journeys: Strategies for Engaging Nonprofit Supporters - (Learning Lab) Presented by Microsoft
In the dynamic landscape of nonprofit fundraising, understanding and optimizing the donor journey is paramount. In this Learning Lab session, we’ll delve into ways that Microsoft solutions can help your fundraising team streamline the journey building process, create meaningful connections with supporters from acquisition to long-term advocacy, and build stronger connections.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Microsoft - Technical Specialist, Tech for Social Impact
My name is Jim Ballou and I have been working at Microsoft for 2 years as a Technical Specialist for Microsoft’s Tech for Social impact team. I help our Nonprofit customers transform their operations through better technology solutions. I specialize in the Dynamics365 suite of applications, which includes customer relationship management (CRM), and the Power Platform, which enables users to create low code no code solutions.Mon, Apr 8, 2024
1:30pm - 2:45pm
Room 715 A/B
Realigning fundraising for the "dollars up, donors down" era
The “Pareto Principle” (80/20 rule) is still referenced for fundraising planning, if only to assert that it no longer holds. Using Fundraising Effectiveness Project data participants will explore a new “principle” based on current gift distributions (fewer smaller gifts, more larger ones) while also experimenting with other new planning tools. Eligible for 1.25 ACFRE credits in Current and Prospective Donor Research
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
DataLake Nonprofit Research - President
Jonathan Durnford is founder and President/CEO of DataLake Nonprofit Research. Jon is an Affiliated Scholar of the University of San Diego Nonprofit Institute and former Affiliated Scholar of the National Center for Charitable Statistics (NCCS, Urban Institute). Jon is key developer of the Fundraising Effectiveness Project (FEP) National Database, and serves on the FEP Steering Committee, Giving USA Methodology Task Force, and AFP Research Council.Genevieve Shaker, MA, PhD
Lilly Family School of Philanthropy IUPUI - Associate Professor
Genevieve Shaker, Ph.D., is associate professor of philanthropic studies and the Donald A. Campbell Chair in Fundraising Leadership in the Indiana University Lilly Family School of Philanthropy. A university fundraiser for two decades, her research focuses on fundraising and fundraisers, particularly within higher education. She is a recipient of the AFP/Skystone Partners Prize for Research and AFP’s “Emerging Scholar” award.
Mon, Apr 8, 2024
1:30pm - 2:45pm
Room 714 A/B
Predictions and Personalization: Leveraging AI to Supercharge Your Nonprofit through Precision Philanthropy (Presented by DonorSearch)
Explore the transformative power of AI in philanthropy with 'Predictions and Personalization.' This presentation unveils how nonprofits can harness artificial intelligence to personalize donor engagement, optimize fundraising strategies, and predict giving trends. Learn to leverage precision philanthropy through a practical blend of Predictive and Generative AI for amplified impact.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Nathan Chappell, CFRE, MA, MBA
DonorSearch AI - Senior Vice President
As a renowned thought leader, AI inventor and award-winning author, Nathan Chappell one of the world’s foremost experts on the intersection of Artificial Intelligence and generosity. Nathan is SVP at DonorSearch AI, Co-Founder of Fundraising.AI and co-author of The Generosity Crisis: The Case for Radical Connection to Solve Humanity’s Greatest Challenges. Nathan serves on the International Committee for Information Technology Standards, the OpenAI Users Forum and the AI for Good Foundation.
DonorSearch - Associate Vice President, DonorSearch Ai
Scott Rosenkrans is the Associate Vice President of DonorSearch Ai and has been with the organization for three years. He began his journey in the nonprofit sector twelve years ago as a prospect researcher. He quickly became fascinated with data as he noticed the organization that he previously worked for was amassing a wealth of information but was unsure how to efficiently use the data and resources to its full potential.Mon, Apr 8, 2024
1:45pm - 2:15pm
Learning Lab 2
Integrating Your Blackbaud Data with Microsoft’s Power Ecosystem (Learning Lab) Presented by Heller Consulting
Discover how you can effectively leverage your Blackbaud data with Microsoft's Power Platform, Power BI, and Dynamics 365 Customer Insights. This session will guide you through enhancing Raiser's Edge data usage with practical demonstrations of advanced segmentation in Customer Insights. You’ll see a short demonstration on how you could segment.
Education Track(s): Current and Prospective Donor Research
Speakers
Heller Consulting - Principal Consultant
Mike is a Principal Consultant for Heller Consulting. In his role, he guides national organizations through complex strategy and implementation projects. Mike spent over 20 years in strategic and technical leadership positions in both nonprofit and higher education organizations. Drawing upon years of experience at the Canadian Cancer Society in marketing, online fundraising and digital, he brings a strong understanding of nonprofit organizations and complex systems issues operating at the national scale.
Mon, Apr 8, 2024
3:15pm - 3:45pm
Learning Lab 2
Unlocking Giving Potential: Navigating Market Sizes and Archetypes for Successful Fundraising in North America (Learning Lab) Presented by Altrata
This session will navigate the intricacies of North America's diverse market and donor profiles, offering strategic insights for effective fundraising for the wealthy. Explore the trends prevalent among the ultra-wealthy and learn how to leverage regional preferences. Join us to optimize your impact and ensure your organization thrives in the dynamic world of charitable giving.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Altrata – WealthEngine, Wealth-X, and RelSci - Senior Director, Head of Education and Healthcare
With over a decade in the non-profit sector, Matt Thompson is a passionate professional dedicated to serving universities and health systems. Currently at Altrata, a leader in Wealth Intelligence, Matt collaborates with a diverse range of non-profit clients using innovative solutions like RelSci, WealthEngine, and Wealth-X. His expertise lies in crafting tailored strategies to address the unique challenges faced by non-profits. Matt takes pride in witnessing the positive impact of his work on fundraising success.Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 602 A/B
Not Just CRM Data Anymore! Mega-trends for Non-technical Fundraising Leadership
Why does Amazon message "forgot to complete your checkout" but most non-profits do not? How can we better use our websites (and mobile apps) to build new donor relationships? These are two of the many questions we tackle in this session designed for non-technical fundraising leaders.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Canadian Cancer Society
Lina Mohamed currently oversees the Mass Marketing vertical at the Canadian Cancer Society. Lina has exercised leadership in navigating complex business challenges, lean budgets, limited resources, and ambiguity by implementing scalable net new strategies across the enterprise. Industry leaders such as the Canadian Marketing Association and Direct Mail Association have acknowledged Lina’s efforts in bringing vision and strategy to life and evolving traditional ideas that have been adopted by the non-profit market.
Fundraise Up - Chief Partnerships Officer
Salvatore Salpietro is the Chief Community Officer of Fundraise Up, a technology company unlocking the world’s generosity potential by optimizing how people give. He also currently serves on the board of AsiaWild.org. Prior, he served as Director of Digital for Child Mind Institute, a nonprofit focused on children's mental health, and a technologist in academia.Philip King, MBA, ePMT
Stephen Thomas Ltd (ST) - Director of Digital
Philip is currently the Director of Digital at ST. He works with national Canadian fundraising organizations to accelerate digital revenue. Philip started as VP eBusiness for United Way of Toronto in 1999 so has been helping fundraisers 'do digital' for over 25 years. He has an MBA from University of Toronto, and AB from Harvard College. He was CEO of Artez Interactive for over a decade. He loves talking about conversion funnels!Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 801 A
AI for Fundraising: Your Quick-Start Guide (Presented by Microsoft)
AI seems to be everywhere, but how is it relevant to your development team? In this session, we’ll walk through a “day-in-the-life” of a fundraiser to explore how AI can help you: Identify high-value prospects who are most likely to donate to your organization based on their past giving history and other factors. Personalize donor communications by analyzing donor data and providing insights into their preferences and interests.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Christina Macchiarola, MBA, Other
Microsoft - Global Engagement & Content Lead
Christina Macchiarola is the Global Engagement & Content Lead for the Tech for Social Impact team at Microsoft. Previously, Christina served as Sr. Director of Marketing & Consulting at the College Board, the Director of Marketing and Communications at the World Science Festival and began her nonprofit career at the New Victory Theater in New York City. Christina holds an MBA from Duke University's Fuqua School of Business, an MFA from Columbia University's School.Alex Kasavin, MBA
Microsoft - Sr. Product Manager
Alex Kasavin is a senior product manager on the Tech for Social Impact team at Microsoft, where he leads the development of data and AI products for the nonprofit sector. Prior to this role, he helped Fortune 500 enterprises with their digital transformation efforts as a cloud solution architect, and was previously the founding product lead at a K-12 education nonprofit focused on educational equity.Mon, Apr 8, 2024
4:00pm - 4:30pm
Learning Lab 2
Smarter Fundraising: Leveraging Technology to Raise More Money More Efficiently(Learning Lab) Presented by Huron Consulting Group
Join Emily Eakin, a seasoned industry professional and expert in nonprofit technology, for an enlightening session on leveraging new technology. Explore how Salesforce Data Cloud, Nonprofit Cloud, and AI are reshaping nonprofit fundraising. Discuss real-world use cases and discover how to effectively integrate technology into every stage of the fundraising process, from donor identification to stewardship and retention. With interactive discussions, this session will empower you to harness the full potential of cutting-edge technology and drive positive change for your organization. Don't miss out on this opportunity to elevate your fundraising strategy and raise more money more effectively. Let’s demystify tech together and uncover how it can revolutionize your fundraising efforts!
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Huron Consulting Group - Digital Consultant, Nonprofit
Charmaine Lyon, armed with a degree in Business Administration with a concentration in Nonprofit Management, has over 15 years of expertise in the nonprofit sector. As a former head of fundraising for multiple organizations within the social services sector, she spearheaded programs that significantly boosted annual giving, major gift initiatives, and donor stewardship. Today, as a digital consultant at Huron’s Nonprofit practice, Charmaine utilizes her understanding of nonprofit operations to drive impactful digital transformations.
Huron Consulting Group - CRM Nonprofit Practice Lead
Emily Eakin, Huron’s CRM Nonprofit portfolio leader, is at the forefront of an innovative team dedicated to empowering clients with technology to achieve their organizational and fundraising goals. She champions a comprehensive approach, driving the evolution of people, processes, and technology to meet the present and future needs of nonprofit organizations and their constituents. Bringing over two decades of nonprofit experience, Emily previously served as Business Strategy Director in Salesforce's Nonprofit Practice.Mon, Apr 8, 2024
4:30pm - 5:00pm
Learning Lab 1
Charting Success: Navigating the Dynamics of Fundraising with the Fundraising Effectiveness Project (Learning Lab)
Step into the strategic realm of the Fundraising Effectiveness Project (FEP) and explore its transformative influence on fundraising methodologies within nonprofit organizations. This session highlights FEP's critical role in refining fundraising practices by offering advanced tools for measuring and boosting annual growth in contributions. A joint initiative between the AFP Foundation for Philanthropy and GivingTuesday, FEP employs a comprehensive approach through its annual Fundraising Effectiveness Survey and the innovative Fundraising Fitness Test. Gain insights into how FEP's detailed analysis of data from a myriad of nonprofits and a multitude of donors informs organizations, steering them towards data-driven, growth-focused decisions. Engage with us to comprehend the imperative of weaving FEP's nuanced analyses and strategic recommendations into the fabric of your everyday fundraising activities. Attendees will also receive a print copy of the 2023 Q4 Report.
Education Track(s): Current and Prospective Donor Research
Audience: Introductory/Foundational
Speakers
Tim Sarrantonio, MA
Neon One
Tim Sarrantonio is an internationally renowned speaker on generosity, technology, and the trends in the social good sector. After helping various causes raise over $3 million, he then moved into providing support for thousands of nonprofits through his work at Neon One. He has spoken at AFPICON, NTC, TEDx, and holds a Certificate in Philanthropic Psychology from the Institute for Sustainable Philanthropy.Tue, Apr 9, 2024
8:00am - 9:15am
Room 601 A/B
Data-Driven Do-Gooders: Unleash Your Nonprofit's Superpowers with Data
Achieve fundraising success with data-driven decision making! Join Maggie Dubyk and Meena Das for expert insights on using data to set and measure achievable goals, understand donor behavior, and more. Get real-life examples of how nonprofits have used data to succeed and level up your nonprofit game!
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
NamasteData
Meena Das (she/her/hers) is the founder, consultant, and facilitator at her practices NamasteData and Data Is For Everyone. NamasteData is focused on advancing data equity for nonprofits and social impact agencies. Meena specializes in designing and teaching equitable research tools and analyzing engagement. She supports nonprofits in 3 core areas: data collection assessments, community surveys, and, staff workshops on improving data equity (through data collection, visualization, human-centric algorithms etc.)
Keela - Chief of Staff
Maggie is an experienced humanitarian and social impact leader with a decade of experience in the nonprofit sector. She has worked on diverse causes like women's empowerment, refugee support, youth education, and economic development in various global contexts. Maggie's passion is leveraging data and technology to revolutionize the sector, and she currently serves as Chief of Staff at Keela, a tech company providing innovative solutions for nonprofits.Tue, Apr 9, 2024
8:00am - 9:15am
Room 801 B
Not ANOTHER AI session!? The Unexpected Applications of AI (Presented by Fundraise Up)
Explore AI-driven strategies to enhance nonprofit campaigns and donor engagement without sacrificing the personal touch. Learn from real-world examples how AI can amplify fundraising efforts and nurture long-term donor relationships. Gain actionable insights into integrating AI into your development strategy, boosting your team's efficiency, and focusing on impactful work. This session is for both AI skeptics and enthusiasts, aiming to demystify AI's role in aligning with organizational values and missions, moving past the hype to unlock AI's potential in nonprofit fundraising.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Fundraise Up - Director of Solution Engineering
Explore AI-driven strategies to enhance nonprofit campaigns and donor engagement without sacrificing the personal touch. Learn from real-world examples how AI can amplify fundraising efforts and nurture long-term donor relationships. Gain actionable insights into integrating AI into your development strategy, boosting your team's efficiency, and focusing on impactful work. This session is for both AI skeptics and enthusiasts, aiming to demystify AI's role in aligning with organizational values and missions, moving past the hype to
Fundraise Up - Specialist, Digital Giving
Charly Jarrett (he/she/they/them) is a Digital Fundraising Specialist with a focus in social media, e-commerce and digital giving optimization. Charly has been working in non-profit going on 15 years and works passionately to close the gaps between the for profit and non profit sector. They have presented on various topics in digital fundraising internationally.Tue, Apr 9, 2024
9:15am - 9:45am
Learning Lab 1
Fundraising Reimagined: 5 Innovative Tools to Skyrocket Donor Acquisition (Learning Lab) Presented by Bloomerang
Discover the power of 5 cutting-edge tools that are transforming the landscape of donor acquisition and fundraising. Learn how to use AI and new payment methods to target the right donors and boost your donation conversion. Leverage peer-to-peer and integrated volunteer management to grow your network and nurture your biggest supporters. Join us to elevate your 2024 fundraising game with the latest innovations
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Bloomerang - Senior Product Marketing Manager
Katie Gaston is a seasoned product marketing leader in product marketing management, renowned for her expertise in the nonprofit fundraising sector. Currently serving as the Senior Product Marketing Manager at Bloomerang, Katie focuses on developing and launching go-to-market initiatives to empower nonprofit fundraising professionals. Beyond her professional endeavors, Katie has demonstrated a deep commitment to serving the nonprofit community.Tue, Apr 9, 2024
10:00am - 10:30am
Learning Lab 1
Navigating Donor Journeys: Strategies for Engaging Nonprofit Supporters - (Learning Lab) Presented by Microsoft
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Microsoft - Technical Specialist, Tech for Social Impact
My name is Jim Ballou and I have been working at Microsoft for 2 years as a Technical Specialist for Microsoft’s Tech for Social impact team. I help our Nonprofit customers transform their operations through better technology solutions. I specialize in the Dynamics365 suite of applications, which includes customer relationship management (CRM), and the Power Platform, which enables users to create low code no code solutions.Tue, Apr 9, 2024
10:15am - 11:30am
Room 718 A
Emerging Trends in Fundraising Research (Sponsored by AFP Foundation for Philanthropy)
Join the AFP Foundation for Philanthropy for an engaging panel discussion with fundraising scholars from around the country. Learn about their cutting edge research - both recently published and in process - and consider how it can be applied to improve your fundraising.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Lois Buntz Consulting LLC - President and Owner
Lois Buntz, CFRE, is President of LoisBuntzConsultingLLC, author, and fundraiser. Her consulting business focuses on strategic planning, fund development, and women's philanthropy. She recently published a book, Generosity and Gender. Buntz is the former CEO of United Way ECI. She has a BA from Univ of Wisconsin, MSW, Univ of Iowa, and Nonprofit Leadership Certificate from Stanford University. Tara Stone Medina is an independent consultant with experience in U.S.,Latin America, and Europe.Lori Overmyer, Chair of AFP Research Council, and AFP Foundation for Philanthropy Fundraising Board Member
Goettler Associates - Vice President
Lori Hunter Overmyer, MBA, CFRE has more than twenty-five years of professional fund-raising experience with a focus on the arts, social, and human service organizations. Her professional expertise includes implementing annual and capital fund-raising plans, strategic analysis, major donor solicitation, and establishing development procedures to maximize effective operations and communications.
Rice University Center for Philanthropy & Nonprofit Leadersh - Director
Angela Seaworth, Ph.D., is Instructional Assistant Professor, Director of Philanthropic Initiatives & Capacity Building at the Texas A&M Center for Philanthropy & Nonprofit Leadership. Dr. Seaworth is passionate about nonprofit and philanthropy education. At the Texas A&M Bush School of Government and Public Service, she teaches Management and Leadership of Nonprofit Organizations, Foundations of the Nonprofit Sector, Fundraising in Nonprofit Organizations, and Grant and Project Management for the Public and Nonprofit Sectors.