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.
Securing The Gift
How to Craft Compelling Legacy Giving Key Messages, Taglines and Wordmarks
In this dynamic session, participants will delve into the art of crafting compelling legacy messages, taglines and wordmarks that resonate with donors and motivate charitable legacy gifts. Come with your questions about legacy giving messaging, and leave with actionable next steps to apply to your organization.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Refocus Fundraising - Chief Engagement Officer
Aimée Lindenberger, Founder of Refocus Fundraising and author of "How to Talk About Legacy Giving," brings over two decades of marketing and communications expertise to every organization she works with. Holding a certificate in Philanthropic Psychology and degree in Graphic Communications Management, she shares innovative strategies with nonprofits. Aimée has a commitment to advancing philanthropy, having played leadership roles in the Greater Vancouver Chapters of AFP and the Canadian Association of Gift Planners.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
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.
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).Meeting Donors Where They Are to Unlock More Support (Presented by Classy)
Nonprofit fundraising is evolving. Learn how digital communities like GoFundMe are transforming donor engagement by breaking traditional silos, empowering supporters, and creating new channels for community-driven generosity.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Classy from GoFundMe - President
Soraya Alexander is the President of Classy from GoFundMe,a social enterprise that creates world-class online fundraising software for nonprofits. Prior to being named President, Soraya was the COO leading customer engagement, retention, and platform awareness. Soraya also led customer retention, direct marketing, and omnichannel strategies at DICK’S Sporting Goods and also spent time on the Consumer Marketing Strategy team at Time Inc. She sits on the Board of Directors at Symetra Financial and Social Ventures Partners San Diego, focused on empowering social change in the region. Soraya holds a BA from UC Berkeley and an MBA from Harvard Business School.The Art of HBCU Philanthropy
Are you seeking to build a more inclusive and diverse philanthropic ecosystem? Join in on the discussion of the Art of HBCU Philanthropy to explore innovative approaches being deployed within the HBCU ecosystem.
Education Track(s): Securing the Gift , Rebels, Renegades and Pioneers
Audience: Strategic
Speakers
Strada Education Foundation - Senior Vice President of HBCU and Engagement
As senior vice president of HBCU and Engagement, Daryl A. Graham oversees Strada Education Foundation’s strategic partnerships with historically Black colleges and universities and Indianapolis community organizations. Prior to joining Strada in 2017, Graham spent 15 years with JPMorgan Chase & Co., in Wilmington, Del., serving more than a decade as vice president and relationship manager where he identified grantmaking, sponsorship and volunteerism opportunities for the firm. His background also includes accounting and auditing positions at J.P. Morgan Chase & Co., ConocoPhillips, General Electric and KPMG.
Delaware State University - Vice President, Division of Institutional Advancement and President
Dr. Pickrum has established strategic public and private partnerships that have yielded significant financial support for the University. Dr. Pickrum's commitment to student success is evident in founding the HBCU (Historically Black College and University) Philanthropy Symposium – now in its 15th year (hbcusymposium.com) and drawing public and private HBCUs at each convening. This annual convening of universities, community colleges, and minority-serving institutions is a beacon of hope, focusing on institutional transformation and sustainability.
KTB Consulting, LLC - Principal Consultant
Trina Bilal is a Change Agent, Motivational Speaker, STEM Advocate and seasoned executive with over 20 years of experience within the energy, technology, and telecommunications sectors. She primarily focuses on advancing the academic and economic competitiveness of underrepresented communities. Mrs. Bilal holds a B.B.A in International Business with a Finance concentration from Howard University, an M.B.A. from Georgetown University, and a Certificate in Business Excellence from Columbia UniversityDriving Dollars: How to Maximize Your Golf Tournament’s Sponsorships (Presented by GolfStatus)
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Golfstatus - Sales and Education Director
Logan Foote has been around the game of golf his whole life, but despite thousands of attempts, he’s never gotten a hole-in-one (except in mini golf). His passion for golf led him to GolfStatus in 2017, where he discovered the sport’s power for good. As Sales and Education Director, Logan oversees a team that works with thousands of nonprofits to maximize their golf fundraisers and is well-known subject matter expert in golf fundraising. He holds a bachelor’s degree in business administration from the University of Nebraska-Lincoln. He lives and golfs in Lincoln, Nebraska with his wife and three sons.Put on Your CAP© & Get in Your CAR©: Steering Portfolios in the Right Direction
Do you have a plan to identify who should be in your portfolio and why? Have you determined a pathway for meaningful relational engagement that is both structured and flexible? Join this session to get the tools you need to be more effective in raising much-needed funds for your organization.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Conservation International - Vice President, Individual Giving
Julie Naranjo Upham CFRE, serves as the Vice President of Individual Giving for Conservation International. She oversees the efforts of annual, major, and planned giving teams, as well as CI’s Sojourns travel program. Her team raises more than $70M annually and works to enhance the donor’s experience while ensuring a healthy and sustainable donor pipeline across all giving levels. In her spare time, Julie has completed six half-Ironmans, eight marathons, countless half-marathons, and Olympic-distance triathlons. She currently resides in Alexandria, VA with her husband and three kids, and loves spending time in nature.
Hazen and HILT - Hazen and HILT
Martha H. Schumacher, CFRE, ACFRE, MInstF is an avid active listener, philanthropy ambassador, educator, coach, mentor, author, and champion. She is President of Hazen Consulting and the Hazen Institute for Leadership Training (HILT), creating global strategies to elevate social impact and philanthropy. Martha is an AFP Global Past Chair, founding member of the International Women in Fundraising (IWF), and a Global Advisor to the IWF Purple Mindshift Program. She also serves on the International Rhino Foundation Advisory Board and Development Committee. Martha lives with her husband Casey and their sweet yet energetic rescue dogs Gage and Josie.Bias in Your Fundraising Data: Identify, Mitigate, and Grow (Presented by Fundraise Up)
Discover how to break free from outdated donor stereotypes and expand your nonprofit's reach. This session will reveal cutting-edge technologies to overcome internal biases and create a sustainable, future focused fundraising roadmap. Don't miss the chance to revolutionize your donor strategy and drive impactful change!
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Fundraise Up - Chief Partnerships Officer
Salvatore Salpietro, Chief Community Officer at Fundraise Up, is a nonprofit-savvy tech and digital expert. He’s passionate about optimizing generosity and helping close the technology gap in nonprofits. He’s also a frequent speaker (of three languages) at conferences, and all about innovation, efficiency, and analogies.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
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
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.The Campaign Doctor - How to Treat an Ailing Campaign
Almost every campaign -- whether it is an annual fund drive or capital campaign -- can hit a plateau, or start to fall apart completely. In this interactive session, we’ll review proven tactics that you can implement if it looks like you won't make your goal.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Virginia Fundraising Consultants - Senior Executive Consultant
Caroline is an experienced nonprofit administrator and fundraising professional who has spent more than two decades working in the educational, environmental, health, economic development, and public service sectors. Her areas of expertise include fundraising, strategic planning, and governance. As both a development professional and a consultant, Caroline has helped numerous organizations throughout the mid-Atlantic region fulfill their missions through philanthropy and capacity-building efforts. Caroline has an undergraduate degree from Randolph-Macon College and a Master of Public Administration degree, with a focus on Non-Profit Management, from Virginia Polytechnic Institute and State University.
Virginia Fundraising Consultants - Virginia Fundraising Consultants
Virginia Thumm has worked in the nonprofit sector in New York and Virginia for more than 35 years. As Founder and President of Virginia Fundraising Consultants, Virginia has crafted and implemented plans for dozens of successful fundraising campaigns that have regularly exceeded their goal. Virginia is a longstanding member of the Association of Fundraising Professionals, where she currently serves on the Board and as chair of the Ethics committee.Brandraising: Leveraging Your Brand to Raise Funds In a Down Economy
Leverage your brand to boost fundraising efforts in a down economy. Strong branding elevates donor engagement, lifts fundraising success, and fortifies stakeholder connections, all without stretching your budget. This session equips you with five tools to immediately uplift your brand strategy. Plus, we'll review our exclusive fundraising survey results.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
KidGlov - President and Chief Strategist
Few can match Lyn Wineman’s passion for marketing—or for helping change-makers do more good in the world. As the founder, president, and chief strategist of the full-service advertising agency KidGlov, she has created a space where both of these passions flourish. Lyn’s talented team is known for putting the megaphone in front of those leading positive change. KidGlov earned its Certified B-Corp status in 2021, proof of their commitment to social and environmental excellence. Lyn is also the host of the Agency for Change podcast, yet another forum to amplify the voice of changemakers everywhere.Golf Fundraising Made Easy: Simplify Planning & Boost Results (Learning Lab) Presented by GolfStatus
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Golfstatus - Sales and Education Director
Logan Foote has been around the game of golf his whole life, but despite thousands of attempts, he’s never gotten a hole-in-one (except in mini golf). His passion for golf led him to GolfStatus in 2017, where he discovered the sport’s power for good. As Sales and Education Director, Logan oversees a team that works with thousands of nonprofits to maximize their golf fundraisers and is well-known subject matter expert in golf fundraising. He holds a bachelor’s degree in business administration from the University of Nebraska-Lincoln. He lives and golfs in Lincoln, Nebraska with his wife and three sons.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
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
Mission360 Strategies - Principal Consultant
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.
JCA, Inc. - Chief Executive Officer
Steve Jacobson founded JCA in 1988 to provide information management services to nonprofit organizations. He is a past Adjunct Instructor at New York University where he taught courses in Technology for NYU’s Center for Philanthropy and Fundraising. Steve is a Past President of the NYC chapter of the Association of Fundraising Professionals (AFP) and serves on the boards of the AFP Foundation for Philanthropy and the Nonprofit Cooperative.
United Women in Faith - Executive for Development Management
Kenya Roberts, CFRE, is a seasoned fundraising professional with over 20 years of experience in strategic fundraising and philanthropic initiatives. She excels in crafting innovative strategies, fostering relationships with donors and stakeholders, and driving sustainable growth. Kenya leads teams to consistently meet and exceed ambitious goals, leveraging data-driven insights to develop comprehensive campaigns that align philanthropic goals with organizational missions, delivering measurable, impactful results. As the Executive for Development Management at United Women in Faith, Kenya is steadfast in her commitment to championing the transformative power of giving back.Demystifying Donor-Advised Funds: How to connect with DAF donors (Presented by Fidelity)
In this session, you will learn how donor-advised funds have set new records in giving and why understanding DAF donors—and how to work with them—is a strategy every fundraiser should perfect. You’ll learn the basics of donor-advised funds, how and why donors use them, and five ways your nonprofit can reach DAF donors.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Fidelity Charitable - Head of Marketing
Amy Pirozzolo is the Head of Marketing at Fidelity Charitable®, an independent public charity that has helped donors support nearly one-third of all U.S. nonprofits with more than $85 billion in grants. Experienced in both consumer and business-to-business marketing at marquee brands across a variety of industries, Amy is responsible for leading all aspects of marketing for Fidelity Charitable®, including driving awareness for donor-advised funds, fundraising support, donor and nonprofit engagement strategy, and new program launches.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
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.
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.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
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.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
Chartered Advisor in Philanthropy - Senior Philanthropic Specialist, Executive Director
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.Ace Donor Engagement with A Fresh Approach: The Donor Engagement Models (Presented by DonorPerfect)
Join DonorPerfect experts to ace your engagement strategy with a fresh, original approach! Discover how to create meaningful connections with every supporter, no matter their giving capacity, using one comprehensive strategy called Donor Engagement Models. You’ll walk away with real-life examples for solving common fundraising challenges—demonstrated in an interactive game!
Education Track(s): Securing the Gift
Audience: Applied
Speakers
DonorPerfect - Communications Manager & Nonprofit Advocate
Julia Gackenbach has spent over a decade working locally and globally with nonprofits. This has sharpened her skills to raise funds, care for donors and communicate impact. Her experience tied in with her desire to create community through a mission gives her unique passion to work with all types of organizations. Julia now uses that enthusiasm and expertise to lead communication strategies from DonorPerfect to industry practitioners.
Lifelong Donors: How to Find and Keep Monthly Sustainers
The average monthly donor gives 5 to 20 times more than single gift donors. Harvey McKinnon has written three monthly giving books, and he’ll show you how to find and keep lucrative monthly sustainers. You’ll learn techniques that promote donor loyalty, raise more money, and increase your organization's financial stability.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Harvey McKinnon Associates - President
Harvey McKinnon has been a fundraiser for over 40 years and is recognized as one of North America’s leading fundraising experts. He has delivered fundraising keynotes at conferences around the world and is a frequent master-class trainer. He has authored five books – most recently a third book on monthly giving: How to Create Lifelong Donors. His best-selling book, The 11 Questions Every Donor Asks, is a major gift training manual for fundraising departments throughout the US & Canada. His company Harvey McKinnon Associates has offices in Toronto and Vancouver and works with dozens of non-profits in Canada and the USA.Balancing Trends with Progress: How to Build a 30-Year Legacy While Hitting 3-Year Revenue Goals (Presented By Delve Deeper)
Explore the latest trends in transforming nonprofit fundraising, focusing on maintaining and improving ROI, attracting new-to-file donors, and ensuring revenue sustainability over 30 years—all without increasing budgets. Learn to leverage personalization, engage Millennials and Gen Z, and optimize non-traditional platforms like TikTok and YouTube through actionable insights and interactive discussions.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Delve Deeper - President
Anton Lipkanou is President and Partner at performance media agency Delve Deeper, which focuses on driving exceptional value for non-profit organizations. Starting as a media trader and seeing the inefficiencies in the market, Anton developed a firm belief that strong media performance relies on the foundation of data and technology integration to close the donor data gaps from mass donors to major givers, sprinkled with a relentless obsession to test every dimension in media buying platforms.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 The Rise of Sustainable Giving: How the Subscription Economy Is Transforming Recurring Giving and What Nonprofits Can Do to Benefit, will unpack how recent trends have transformed monthly giving.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
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.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
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/pinkyvincentDemystifying DAFs: Findings from the National Survey of DAF Donors
Do donor advised funds (DAFs) seem like a mystery to you? The National Survey of DAF Donors provides valuable insights to help you better understand DAFs and offers practical applications for professional fundraising. You will learn how to identify DAF donors, cultivate better relationships with them, and customize solicitations.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Brigham Young University - MPA Student
Rachel Sumsion is currently pursuing a Master’s degree in Public Administration at Brigham Young University and has a background in sociology, nonprofit management, international development, and business. Rachel is particularly drawn to research that has practical applications and has studied various topics, including donor advised funds, social impacts, and food insecurity. Beyond academia, Rachel has worked as a philanthropic consultant. In her free time, you can find Rachel going for a run or spending time with family.
Brigham Young University - Assistant Professor
Dr. H. Daniel Heist is an Assistant Professor of Nonprofit Management and Social Impact at Brigham Young University. He researches philanthropy, charitable giving, and volunteering. Dr. Heist is a leading expert on donor-advised fund research and co-founder of the Donor-Advised Fund Research Collaborative. Before receiving a Ph.D. in Social Welfare from the University of Pennsylvania, Dr. Heist spent nine years as a professional fundraiser. Dr. Heist earned a Master’s degree in Philanthropic Studies from the Lilly Family School of Philanthropy at IUPUI and was a Certified Fundraising Executive (CFRE). His professional experience informs his research on donor behavior.How to Work with DAF Donors: Strategies from the Field
Struggling to maximize donor advised funds (DAFs)? We’ve got you covered! DAFs’ popularity is skyrocketing, making it increasingly important that fundraisers have high DAF IQs. You can seize DAF opportunities and navigate their challenges with new information and strategies presented by this AFP Levis Research Fund award-winning team!
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Indiana University Lilly Family School of Philanthropy - Donald A. Campbell Chair in Fundraising Leadership
Dr. Genevieve Shaker is the Donald A. Campbell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy and a faculty member of The Fund Raising School. Two decades of fundraising experience inform her approach as a teacher, researcher, writer, and community member. She works to build resources for the fundraising profession and to help individuals and organizations achieve their philanthropic goals. Dr. Shaker is a member of the AFP Research Council and a recipient of the AFP Skystone Partners Prize for Research.
Brigham Young University - Assistant Professor
Dr. H. Daniel Heist is an Assistant Professor of Nonprofit Management and Social Impact at Brigham Young University. He researches philanthropy, charitable giving, and volunteering. Dr. Heist is a leading expert on donor-advised fund research and co-founder of the Donor-Advised Fund Research Collaborative. Before receiving a Ph.D. in Social Welfare from the University of Pennsylvania, Dr. Heist spent nine years as a professional fundraiser. Dr. Heist earned a Master’s degree in Philanthropic Studies from the Lilly Family School of Philanthropy at IUPUI and was a Certified Fundraising Executive (CFRE). His professional experience informs his research on donor behavior.The Truth about Foundation Fundraising
You may be doing your foundation fundraising all wrong. Come learn how foundations really make decisions, how you can best use that to your advantage, and how to build a strong, scalable, foundation program that leads to big grants.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
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.
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.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
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
Fundraise Up - Education and Training Strategist
Josh Hirsch is the Education and Training Strategist for Fundraise Up. 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 ChapterHacking Mass Fundraising: Training AI to Work Hand-in-Hand with Humans (Presented by Delve Deeper)
Learn how AI and human insights can work together to drive exceptional donor engagement and performance. This session tackles algorithmic bias, effective Gen Z outreach, and targeted messaging, offering strategies to optimize performance now while fostering donor loyalty for sustainable growth over the next 30 years.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Hewitt and Johnston Consultants - Founder and President
Mike Johnston is an expert in fundraising innovation and integrated fundraising, especially in the use of digital technologies, integrated marketing, journey mapping, and moves management. He has authored four books: The Fund Raiser's Guide to the Internet, The Nonprofit Guide to the Internet, Internet Strategies: Best Practices for Marketing, and Direct Response Fundraising: Mastering New Trends for Results.How to launch a successful monthly giving program in a small non-profit
Are you looking to start a monthly giving program? Join this session to learn how to set up a monthly giving program; how to acquire new monthly donors; how to convert existing donors to monthly; and what you need to do to keep monthly donors (and even gain legacy prospects).
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Charity Shift - Fundraising Consultant
Sara Hoshooley is a fundraising consultant and coach who LOVES working with small nonprofit organizations and small fundraising teams to create customized fundraising plans that raise more money. As a former small charity Executive Director she understands the unique challenges and opportunities facing small but growing nonprofits. Her unique approach uses each organization's strengths to grow fundraising in an authentic and sustainable way.