Schedule Details
Opening Keynote Presentation
8:30-9:30 am
Lynne Wester, The Donor Guru
Behavior-Based Donor Relations
Let’s face it - the way we’ve always done it is fading into the background as new efforts emerge. But some shops are still stuck in traditional thanking methods based on gift amount to define their communication and recognition efforts. We have finite resources, both in staff and budgets, and we must strategize ways to satiate many donors with different interests and needs. By developing a program based on donor behaviors, in lieu of arbitrary giving amounts, we can ensure we are communicating gratitude and impact to donors at all levels of giving.
Breakout Sessions (75 Min)
9:45-11:00 am
Productive Events: Optimizing Your Nonprofit's Events to Fuel Fundraising Growth
Join fundraising master trainer, Chad Barger, CFRE, for a workshop focused on getting the most out of your organization's special events. Chad will review the true purpose and ideal revenue model for events and how to make them even more worthwhile by converting event attendees to annual donors. He will also provide some real world examples of unique fundraising events that have broken the mold and became donor favorites (as well as some tips for virtual/hybrid events). It’s an “all things events” presentation and everything is on the table.
Chad Barger, CFRE, Founder, Productive Fundraising
So you want to do a capital campaign? Possibilities, Pitfalls & Preparation for You & Your Board
Is your organization ready to embark on a capital campaign? Does everyone really understand what that means and what it will take to be successful? This brief session provides an overview so that the board, campaign volunteers and staff are on the same page and can move forward together to achieve your campaign goals. We'll explore critical success factors in a Capital Campaign, including: Organizational Reputation * Case for Support & Campaign Message * Volunteers * Donors * Infrastructure * Basic Principles of Successful Campaigns * Campaign Plan Components * Sample Campaign Timeline * Sample Campaign Chart of Gifts (how many gifts at what levels will it take to reach your goal) * Roles & Responsibilities
Laura Alexander, MA, CFRE, Principal, Alexander|Carrillo Consulting
Writing Ethical Grant Proposals
Writing grant proposals is an important part of your fundraising tool belt. According to Giving USA, giving by foundations accounted for 19% of all giving last year. Learn why you should be working on grants for your organization, the essential parts of proposal preparation, and the ethical considerations related to the grants process.
Dave Tinker, MPA, MISST, CFRE, FAFP, VP of Advancement, Achieva and Consultant, Goalbusters
Power Sessions (30 Min)
11:15-11:45 am
Why Can’t You Just Say Thank You
It’s pretty solidly proven that increasing gratitude towards donors will, in turn, increase retention rates and donor satisfaction . . . and increase your fundraising results! Do you find it hard to say thank you? Tough to get the letter out of the door? There’s actually a reason for that and it’s rooted in our biochemistry. But there’s also a neuro-scientific reason why expressing gratitude will increase philanthropic giving. Let’s dig into this knowledge and research and then use that to every fundraiser’s advantage in creating a donor gratitude stream that will have a huge impact on your fundraising results.
Speaker: T. Clay Buck, MFA, CFRE, Founder, TCB Fundraising
To Be, or Not to Be? Serving as a Leader with Grants
Grants provide not only funding for change but also leadership development opportunities. Grant professionals often play a pivotal role in the overall grant process. This session examines how grant professionals serve as a leader in different settings. Ken uses a leadership action cycle model (Van Wart, 2008) as a self-assessment tool. By discussing the model with real-life examples, the presenter argues that grant professionals should go above and beyond their traditional roles, make an impact to their communities, and achieve their personal/professional goals. The session includes a slide presentation, a self-assessment exercise, and group discussion.
Speaker: Kenichi (Ken) Maruyama, PhD, MPA, GPC, Strategic Initiatives Manager at Navajo County
What 2020-2021 Giving Trends Tell Us About 2022 and Beyond
In this timely session, Josh Meyer from Bloomerang will break down all of the leading research studies into 2020-21 fundraising and donor behavior, as well as Bloomerang user data, campaigns, and case studies, in order to reveal the key elements that your nonprofit should be focusing on now to achieve fundraising success in 2022 and beyond. In this session we'll cover:
Lunch Keynote Presentation
12:15-1:00 pm
Mike Geiger, MBA, CPA, President/CEO, AFP Global
We've dubbed this as a "fireside" chat (even though it's too warm for a fire). This conversation will explore...
Power Sessions (30 Min)
1:15-1:45 pm
What, It’s Okay to Take Care of Yourself?
During the course of the past few years, the importance of mental health care has become a part of our national conversation. Polara Health CEO, Tamara Player will share how are you can take care of yourself and those you love when faced with some of the most challenging events in our lives. It's OK to ask for help. You matter.
Tamara Player, LCSW, CEO, Polara Health
Engaging Your Donors Online in 2022
Join fundraising master trainer, Chad Barger, CFRE, for a quick update on what's working in online fundraising. Online donor engagement and online donations have expanded rapidly over the past two years. In this session we'll look at what's changed and review some best practices (with real world examples) for optimizing the online experience for your donors.
Chad Barger, CFRE, Founder, Productive Fundraising
Are There Holes in Your Bucket?
Are you struggling to meet your fundraising, marketing, or other goals? Maybe you feel like you’re stuck, with no time or bandwidth to take your work to the next level. Or, maybe you think things are going great – but in reality, if you’re like most organizations, you’re probably working at about 60% efficiency. That’s a lot of wasted resources!
No matter what size your team or program, or how well you think things are going, you can find ways to improve, work more efficiently, and produce better results. In fact, the smaller your operation, the less you can afford to waste your time and energy on processes that don’t work well!
Learn a few simple tools you can use to take an intentional look at how you’re doing things, identify and start to fix breakdowns in communication and process, make sure everyone is on the same page, and cut out extra work that isn’t helping you achieve your goals. In other words, you can start to find and repair the holes that prevent you from successfully carrying water for your organization.
Lana Baldwin, CFRE, Consultant, Alexander|Carrillo Consulting
Breakout Sessions (75 Min)
2:00-3:15 pm
Balancing Act- Recognizing Donors through a DEI Lens
Donors want to feel special. We want to recognize them. What happens when recognizing the elite among our donors is in direct contradiction to our commitment to Diversity, Equity and Inclusion? How can we say we’re committed to inclusivity when we have giving societies that are based solely on a donor’s capacity to give large amounts of money? What do giving and recognition societies look like in light of our commitment to DEI as an organization? Join us for the rethinking of donor recognition. How do we balance the need to recognize our donors while understanding innately that the way we currently do this alienates others? In this session we’ll take a hard look at ourselves and our donors and find out what to do in these situations.
Lynne Wester, The Donor Guru
Focus On What Matters: A Data-Inspired Look At Setting Fundraising Priorities
Let’s face it, data isn’t for everybody but we are fundraising in a time where we have more data about our work than ever before. We have more information at our fingertips that can help us strategize and focus. In this fun – promise! Data can be fun! – and engaging session we look at using the data we already have to help identify where our focus needs to be and how best to use it in setting fundraising priorities.
T. Clay Buck, MFA, CFRE, Founder, TCB Fundraising
"Michael Scott” Won’t Do: Leadership for Fundraising Success
Who are your fundraising leaders? And why does it matter, anyway? “Our fundraising team is a bunch of rock stars!” The Great Reshuffle has made space and given voice to calls for transformation in workplace culture, work-life balance, and the leveling of playing fields. But how can these calls truly transform the (often toxic) culture of fundraising while meeting fundraising goals? And where do we begin? Join me for a presentation and candid conversation as we discuss and brainstorm ways to ditch what I call the "Messiah Complex" in fundraising and move toward a more fair, equitable, and humane professional experience for everyone.
Jennifer M. Tersigni, MA, CFRE, CIE, LCC, CEO & Principal Consultant, Raise the Bar Consulting
Closing Keynote Presentation
3:30-4:30 pm
Future of Philanthropy - Crypto Currency and More
Josh Hirsch, MS, SMS, Social Marketing Content Manager, Susan G. Komen
Prepare to drink from the "fire hose." Josh will guide us into the future of philanthropy with a discussion about the importance of cryptocurrency, the growing influence of the NFT movement and so much more that will impact our work in the world philanthropy. We'll wrap up the day with a little fun in the form of a game show that you can play along on your phone.
Moderator: Jim Anderson, CFRE, Partner, GoalBusters Consulting
Closing Reception
4:30-6:00 pm
Hosted bar with snacks
8:30-9:30 am
Lynne Wester, The Donor Guru
Behavior-Based Donor Relations
Let’s face it - the way we’ve always done it is fading into the background as new efforts emerge. But some shops are still stuck in traditional thanking methods based on gift amount to define their communication and recognition efforts. We have finite resources, both in staff and budgets, and we must strategize ways to satiate many donors with different interests and needs. By developing a program based on donor behaviors, in lieu of arbitrary giving amounts, we can ensure we are communicating gratitude and impact to donors at all levels of giving.
Breakout Sessions (75 Min)
9:45-11:00 am
Productive Events: Optimizing Your Nonprofit's Events to Fuel Fundraising Growth
Join fundraising master trainer, Chad Barger, CFRE, for a workshop focused on getting the most out of your organization's special events. Chad will review the true purpose and ideal revenue model for events and how to make them even more worthwhile by converting event attendees to annual donors. He will also provide some real world examples of unique fundraising events that have broken the mold and became donor favorites (as well as some tips for virtual/hybrid events). It’s an “all things events” presentation and everything is on the table.
Chad Barger, CFRE, Founder, Productive Fundraising
So you want to do a capital campaign? Possibilities, Pitfalls & Preparation for You & Your Board
Is your organization ready to embark on a capital campaign? Does everyone really understand what that means and what it will take to be successful? This brief session provides an overview so that the board, campaign volunteers and staff are on the same page and can move forward together to achieve your campaign goals. We'll explore critical success factors in a Capital Campaign, including: Organizational Reputation * Case for Support & Campaign Message * Volunteers * Donors * Infrastructure * Basic Principles of Successful Campaigns * Campaign Plan Components * Sample Campaign Timeline * Sample Campaign Chart of Gifts (how many gifts at what levels will it take to reach your goal) * Roles & Responsibilities
Laura Alexander, MA, CFRE, Principal, Alexander|Carrillo Consulting
Writing Ethical Grant Proposals
Writing grant proposals is an important part of your fundraising tool belt. According to Giving USA, giving by foundations accounted for 19% of all giving last year. Learn why you should be working on grants for your organization, the essential parts of proposal preparation, and the ethical considerations related to the grants process.
Dave Tinker, MPA, MISST, CFRE, FAFP, VP of Advancement, Achieva and Consultant, Goalbusters
Power Sessions (30 Min)
11:15-11:45 am
Why Can’t You Just Say Thank You
It’s pretty solidly proven that increasing gratitude towards donors will, in turn, increase retention rates and donor satisfaction . . . and increase your fundraising results! Do you find it hard to say thank you? Tough to get the letter out of the door? There’s actually a reason for that and it’s rooted in our biochemistry. But there’s also a neuro-scientific reason why expressing gratitude will increase philanthropic giving. Let’s dig into this knowledge and research and then use that to every fundraiser’s advantage in creating a donor gratitude stream that will have a huge impact on your fundraising results.
Speaker: T. Clay Buck, MFA, CFRE, Founder, TCB Fundraising
To Be, or Not to Be? Serving as a Leader with Grants
Grants provide not only funding for change but also leadership development opportunities. Grant professionals often play a pivotal role in the overall grant process. This session examines how grant professionals serve as a leader in different settings. Ken uses a leadership action cycle model (Van Wart, 2008) as a self-assessment tool. By discussing the model with real-life examples, the presenter argues that grant professionals should go above and beyond their traditional roles, make an impact to their communities, and achieve their personal/professional goals. The session includes a slide presentation, a self-assessment exercise, and group discussion.
Speaker: Kenichi (Ken) Maruyama, PhD, MPA, GPC, Strategic Initiatives Manager at Navajo County
What 2020-2021 Giving Trends Tell Us About 2022 and Beyond
In this timely session, Josh Meyer from Bloomerang will break down all of the leading research studies into 2020-21 fundraising and donor behavior, as well as Bloomerang user data, campaigns, and case studies, in order to reveal the key elements that your nonprofit should be focusing on now to achieve fundraising success in 2022 and beyond. In this session we'll cover:
- Recap 2020-21 giving trends from Giving USA, Lilly Family School of Philanthropy, The Fundraising Effectiveness Project
- Explore body of knowledge into donor behavior, including donor loyalty and donor attrition
- Learn donor communications, engagement and stewardship techniques that generated results during the pandemic
Lunch Keynote Presentation
12:15-1:00 pm
Mike Geiger, MBA, CPA, President/CEO, AFP Global
We've dubbed this as a "fireside" chat (even though it's too warm for a fire). This conversation will explore...
- "The Great Resignation" and its impact on the nonprofit sector
- Trends in giving as we move into the COVID endemic
- The vision for AFP
Power Sessions (30 Min)
1:15-1:45 pm
What, It’s Okay to Take Care of Yourself?
During the course of the past few years, the importance of mental health care has become a part of our national conversation. Polara Health CEO, Tamara Player will share how are you can take care of yourself and those you love when faced with some of the most challenging events in our lives. It's OK to ask for help. You matter.
Tamara Player, LCSW, CEO, Polara Health
Engaging Your Donors Online in 2022
Join fundraising master trainer, Chad Barger, CFRE, for a quick update on what's working in online fundraising. Online donor engagement and online donations have expanded rapidly over the past two years. In this session we'll look at what's changed and review some best practices (with real world examples) for optimizing the online experience for your donors.
Chad Barger, CFRE, Founder, Productive Fundraising
Are There Holes in Your Bucket?
Are you struggling to meet your fundraising, marketing, or other goals? Maybe you feel like you’re stuck, with no time or bandwidth to take your work to the next level. Or, maybe you think things are going great – but in reality, if you’re like most organizations, you’re probably working at about 60% efficiency. That’s a lot of wasted resources!
No matter what size your team or program, or how well you think things are going, you can find ways to improve, work more efficiently, and produce better results. In fact, the smaller your operation, the less you can afford to waste your time and energy on processes that don’t work well!
Learn a few simple tools you can use to take an intentional look at how you’re doing things, identify and start to fix breakdowns in communication and process, make sure everyone is on the same page, and cut out extra work that isn’t helping you achieve your goals. In other words, you can start to find and repair the holes that prevent you from successfully carrying water for your organization.
Lana Baldwin, CFRE, Consultant, Alexander|Carrillo Consulting
Breakout Sessions (75 Min)
2:00-3:15 pm
Balancing Act- Recognizing Donors through a DEI Lens
Donors want to feel special. We want to recognize them. What happens when recognizing the elite among our donors is in direct contradiction to our commitment to Diversity, Equity and Inclusion? How can we say we’re committed to inclusivity when we have giving societies that are based solely on a donor’s capacity to give large amounts of money? What do giving and recognition societies look like in light of our commitment to DEI as an organization? Join us for the rethinking of donor recognition. How do we balance the need to recognize our donors while understanding innately that the way we currently do this alienates others? In this session we’ll take a hard look at ourselves and our donors and find out what to do in these situations.
Lynne Wester, The Donor Guru
Focus On What Matters: A Data-Inspired Look At Setting Fundraising Priorities
Let’s face it, data isn’t for everybody but we are fundraising in a time where we have more data about our work than ever before. We have more information at our fingertips that can help us strategize and focus. In this fun – promise! Data can be fun! – and engaging session we look at using the data we already have to help identify where our focus needs to be and how best to use it in setting fundraising priorities.
T. Clay Buck, MFA, CFRE, Founder, TCB Fundraising
"Michael Scott” Won’t Do: Leadership for Fundraising Success
Who are your fundraising leaders? And why does it matter, anyway? “Our fundraising team is a bunch of rock stars!” The Great Reshuffle has made space and given voice to calls for transformation in workplace culture, work-life balance, and the leveling of playing fields. But how can these calls truly transform the (often toxic) culture of fundraising while meeting fundraising goals? And where do we begin? Join me for a presentation and candid conversation as we discuss and brainstorm ways to ditch what I call the "Messiah Complex" in fundraising and move toward a more fair, equitable, and humane professional experience for everyone.
Jennifer M. Tersigni, MA, CFRE, CIE, LCC, CEO & Principal Consultant, Raise the Bar Consulting
Closing Keynote Presentation
3:30-4:30 pm
Future of Philanthropy - Crypto Currency and More
Josh Hirsch, MS, SMS, Social Marketing Content Manager, Susan G. Komen
Prepare to drink from the "fire hose." Josh will guide us into the future of philanthropy with a discussion about the importance of cryptocurrency, the growing influence of the NFT movement and so much more that will impact our work in the world philanthropy. We'll wrap up the day with a little fun in the form of a game show that you can play along on your phone.
Moderator: Jim Anderson, CFRE, Partner, GoalBusters Consulting
Closing Reception
4:30-6:00 pm
Hosted bar with snacks
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