Conference Program
Click the highlighted links for websites and Twitter handles.
Presentation Details:
A Tradition of Storytellers: Messages of Empowerment from Diverse Communities
Thursday, July 19th 8:30-9:45 am
Presenters:
Monica Nuvamsa, Executive Director of The Hopi Foundation
Justin Hongeva, Resource Development Manager of the Hopi Education Endowment Fund
John Dawe, CFRE, Dawe Consulting
Moderator: Alice Ferris, CFRE, ACFRE, GoalBusters Consulting
Diverse communities throughout North America have long traditions of storytellers who pass on the values, rituals and rich history of their people, and help guide action to make their communities stronger. In this discussion, we'll talk about how diverse communities are using their stories to build philanthropic investment and advocacy for their causes.
Demystifying Moves Management: Creating a Plan that Works for Your Organization
Thursday, July 19th 10:15-11:30 am
Lead Presenter: Margie Puerta Edson, CFRE
Session sponsored by Bloomerang
You’ve read the books and you know you should have a moves management plan for your organization, but you just don’t know where to begin. Start here. Learn strategies for assessing your prospect base and how to create individualized moves plans for your most likely major gift donors. Discuss ways to secure meetings and have meaningful conversations that will move a suspect through the giving cycle from identification to qualification through engagement and solicitation while learning how to bring more enjoyment, success, and satisfaction to your role as a development officer.
How to Benchmark for Successful Fundraising
Thursday, July 19th 10:15-11:30 am
Lead Presenter: Diana V. Hoyt
Session sponsored by Sanford Institute of Philanthropy
Building a sustainable development program means you need to acquire donors and keep them! Understand the value to your organization of maintaining accurate and complete donor records; using benchmarking and analytics to measure and evaluate fundraising effectiveness; and developing specific strategies for donor retention.
Cheap, Fast and Good Marketing Tools
Thursday, July 19th 10:15-11:30 am
Lead Presenter: Jim Anderson, CFRE
Co-presenter: Josh Hirsch
If you're looking for cheap, fast AND good marketing strategies that won't take over your life, this rapid-fire session is for you! We'll review some favorite free or cheap marketing strategies, cut through the clutter of the tools available, and help you focus on the best options for your cause.
Fundraising: Challenges and Opportunities in a Changing World
Keynote Presentation, Thursday, July 19th 12:00-1:30 pm
Lead Presenter: Daryl Upsall FInstF, Chief Executive of Daryl Upsall Consulting International
In the last 20 years fundraising has seen explosive growth around the world. Increasingly, growth is occurring in Asia and Latin America as some of the mature markets in Europe and North America are stagnating and face crisis, whist fundraising in China is beginning to take off big time. In Europe media attacks, public concerns and government scrutiny is leading to tougher rules governing data management and how we communicate with donors. The cost of recruiting and retaining new donors through “traditional” fundraising channels are increasing, and new channels are failing, so far to generate both high volume/high quality donors. So how do we as a sector adapt, change and, therefore, invest for future success.
Ten Ideas to Elevate your Small Shop Fundraising Program
Thursday, July 19th 2:00-3:15 pm
Lead Presenter: Ligia Peña, CFRE
Session sponsored by Bloomerang
Working as a fundraiser in a small non-profit is no easy task. In the best of cases, it is a balancing act between senior management’s expectations, fundraising capacity and resource management. In the worst cases, there is no culture of philanthropy, the wrong person is responsible for fundraising, and/or the fundraising professional isn’t supported by the board of directors or management team. What is a fundraiser to do? How does one manage to rise above the challenges and remain focused on conducting good, efficient and effective fundraising so we can continue to serve the recipients of our programs and services? You have a great fundraising plan but it’s become stagnant.What do you do to infuse some “oomph” in to your program and jolt it into new heights? This session will explore 10 practical and cost-efficient ways to elevate your program, re-energize you as a professional and help you reach your fundraising goals.
Donor-Centric Stewardship: Love the One You’re With!
Thursday, July 19th 2:00-3:15 pm
Lead Presenter: Laura Alexander, MA, CFRE
Co-presenter: Jenny Carrillo, MA, CFRE
Session sponsored by Sanford Institute of Philanthropy
How does your organization approach donor stewardship? Are you taking good care of your donors and their gifts? How do they know? More importantly, how do you?! In this energetic, informative and evidence-based session, you will learn how your organization can shift to a more donor-centric approach to stewardship that results in higher donor retention and increased giving.
Learning objectives:
Fast, Free and Finished: Creating Visual Content, Now, for Nothing
Thursday, July 19th 2:00-3:15 pm
Lead Presenter: Jim Anderson, CFRE
Co-presenter: Josh Hirsch
Donors make decisions in a blink as they scroll through their social media feeds. Learn how to create an immediate emotional connection with your donors by effectively building your story arc with photos, video and even virtual and augmented reality. Instantly bring donors into your world and show them the impact of your work first hand without ever leaving the comfort of their home. Make them a part of your mission by embedding them in your story. This is storytelling's evolution.
Building Strength in the Development Program
Thursday, July 19th 3:45-5:00 pm
Lead Presenter: Jacquelyn Ahrenberg, CFRE
Session sponsored by Sanford Institute of Philanthropy
A nonprofit with a clear mission is one thing, but how do you financially support your vision? No matter how strong or viable your cause, there have to be certain procedures in place before raising money. What are your revenue streams? Do you have a recent Development Audit in place and what does that require? From understanding the values of procedures and consultants to systems and software, learn how to ramp up for fundraising. Nonprofit expert Jacquelyn Ahrenberg, CFRE will guide you through the process so your organization is ready to achieve sustainable fundraising.
Preparing and Conducting a Major Campaign
Thursday, July 19th 3:45-5:00 pm
Lead Presenter: Mary Kaufman-Cranney, CFRE
Panelists:
Aaron Peace, President/Chief Philanthropy Officer of Dignity Health Foundation – East Valley
Will Mandeville, Director of Development of The Nature Conservancy
Susan Waschler, Chief Development Officer for Valley of the Sun YMCA
Session sponsored by Bloomerang
What are the key elements to a successful campaign? The success or failure of any campaign depends on the management of each step in the process – and effective management means understanding the steps, key elements, and milestones that define success. Through a presentation by Mary Kaufman-Cranney, CFRE and campaign consultant and discussion with a panel of experienced development officers, attendees will learn about what has made past campaigns successful, and what they can do to ensure success in their campaign. The presentation will cover crucial aspects of the internal and external environment to evaluate before embarking on a campaign, the various phases of a potential campaign, the roles and responsibilities of those involved with the campaign and the organization or community, and the possible difficulties or hurdles that will need to be overcome before and during the campaign to ensure desired outcomes. Attendees will take away best practices, tools, and points to consider in taking on a campaign.
Recruiting, Retaining and Developing Excellent Fundraising Staff
Thursday, July 19th 3:45-5:00 pm
Lead Presenter: Daryl Upsall
In an ever more competitive national and international fundraising market the challenge is how you can attract the top fundraising talent to your organisation ...and keep them. In this dynamic session we will explore the motivators and drivers for high performing fundraisers and how your organisation may need to transform itself it if truly want the best performing staff. We will explore what makes for happy and energised fundraisers and what you need to do to find and keep them. Using examples, case studies from around the world the speaker will draw on his 35 years in the sector - with his agency hiring 535 staff across 529 positions for 196 different organisations in 124 locations worldwide and motivating global fundraising teams in over 50 countries.
Pop Goes Development - The Top Ten Things You MUST Do For Fundraising Success
Friday, July 20th 8:30-9:45 am
Lead Presenter: Paul A. Dunne, CFRE
Session sponsored by Sanford Institute of Philanthropy
What to do...too many jobs and not enough time. Many development professionals either start their work or continue their work without a focus of the MOST important items they need to prioritize and unfortunately are always playing catch up. This session will give the development professional the TOP TEN areas to direct their efforts. Learn from a development professional who has had double digit percentage success every year of his career.
Boards: A Partnership With A Difference
Friday, July 20th 8:30-9:45 am
Lead Presenter: Mary Kaufman-Cranney, CFRE
The right board members with the right motivation and participation in philanthropy makes or breaks your organization. So, how can you influence board development and engagement? Mary will share tips and tools of 30+ years of working with boards in human services, the arts and conservation to maximize trustee philanthropic engagement. She will involve the audience to discuss key obstacles and issues to working with boards and the solutions they implemented to resolve them. Participants will leave with a tip sheet and concrete ideas on how to create a board that is inspired to raise money for their mission.
Millennials and Philanthropy
Friday, July 20th 8:30-9:45 am
Lead Presenter: Holly Hull Miori, MTS, CFRE
Session sponsored by Bloomerang
Have you pondered millennials' role in philanthropy? Are they worth your nonprofit's time, what can they bring to the table, and why are
they always on social media?
30 Ideas in 60 Minutes: Creative Fundraising Strategies You Can Use
Friday, July 20th 10:15-11:30 am
Lead Presenter: Elizabeth Nielsen, CFRE
Session sponsored by Sanford Institute of Philanthropy
Get those creative ideas flowing! This rapid-fire session will expose you to 30 field tested tactics that can help your organization raise more money. Strategies include ways to augment and enhance your special events, annual giving, and planned giving activities. All shared ideas come straight from the field and include a contact person willing to provide more details and assist in your implementation.
Yes, You Can Have an Endowment
Friday, July 20th 10:15-11:30 am
Lead Presenter: Judith Smith, MA, CFRE
Session sponsored by Bloomerang
It's not necessary to be a Gazillion $ organization to ask your donors to make a legacy commitment. But it helps to have some structure and a plan. Learn seven steps to take to get your endowment building process underway and your donors thinking about your organizations long-term future.
Ethics J-E-O-P-A-R-D-Y
Friday, July 20th 10:15-11:30 am
Lead Presenter: Ligia Peña, CFRE
Ethics is not just a game but we sure can have fun while learning!
Fundraisers are all good and honest people but ethics has a sneaky grey area that can tri up the best and brightest professionals. In the turbo-charged, exciting power session, you will have the chance to brush up on the fundamentals of ethical best practices and professional standards while at the same time, having a ridiculously good time.
Come join Ligia in the energized and fun game of Ethics Jeopardy and be ready to sound your buzzer!
Really Big Picture: An Astronomical View of Fundraising
Keynote Presentation, Friday, July 20th 11:30-1:00 pm
Lead Presenter: Dr. Jeff Hall, Director of Lowell Observatory
What does an astronomer know about fundraising? Quite a bit, it turns out. An instinctive fundraiser, Jeff will reflect on his experiences in philanthropy from the perspective of an "accidental fundraiser" involved in one of the largest campaigns in Northern Arizona.
Thursday, July 19th 8:30-9:45 am
Presenters:
Monica Nuvamsa, Executive Director of The Hopi Foundation
Justin Hongeva, Resource Development Manager of the Hopi Education Endowment Fund
John Dawe, CFRE, Dawe Consulting
Moderator: Alice Ferris, CFRE, ACFRE, GoalBusters Consulting
Diverse communities throughout North America have long traditions of storytellers who pass on the values, rituals and rich history of their people, and help guide action to make their communities stronger. In this discussion, we'll talk about how diverse communities are using their stories to build philanthropic investment and advocacy for their causes.
Demystifying Moves Management: Creating a Plan that Works for Your Organization
Thursday, July 19th 10:15-11:30 am
Lead Presenter: Margie Puerta Edson, CFRE
Session sponsored by Bloomerang
You’ve read the books and you know you should have a moves management plan for your organization, but you just don’t know where to begin. Start here. Learn strategies for assessing your prospect base and how to create individualized moves plans for your most likely major gift donors. Discuss ways to secure meetings and have meaningful conversations that will move a suspect through the giving cycle from identification to qualification through engagement and solicitation while learning how to bring more enjoyment, success, and satisfaction to your role as a development officer.
How to Benchmark for Successful Fundraising
Thursday, July 19th 10:15-11:30 am
Lead Presenter: Diana V. Hoyt
Session sponsored by Sanford Institute of Philanthropy
Building a sustainable development program means you need to acquire donors and keep them! Understand the value to your organization of maintaining accurate and complete donor records; using benchmarking and analytics to measure and evaluate fundraising effectiveness; and developing specific strategies for donor retention.
Cheap, Fast and Good Marketing Tools
Thursday, July 19th 10:15-11:30 am
Lead Presenter: Jim Anderson, CFRE
Co-presenter: Josh Hirsch
If you're looking for cheap, fast AND good marketing strategies that won't take over your life, this rapid-fire session is for you! We'll review some favorite free or cheap marketing strategies, cut through the clutter of the tools available, and help you focus on the best options for your cause.
Fundraising: Challenges and Opportunities in a Changing World
Keynote Presentation, Thursday, July 19th 12:00-1:30 pm
Lead Presenter: Daryl Upsall FInstF, Chief Executive of Daryl Upsall Consulting International
In the last 20 years fundraising has seen explosive growth around the world. Increasingly, growth is occurring in Asia and Latin America as some of the mature markets in Europe and North America are stagnating and face crisis, whist fundraising in China is beginning to take off big time. In Europe media attacks, public concerns and government scrutiny is leading to tougher rules governing data management and how we communicate with donors. The cost of recruiting and retaining new donors through “traditional” fundraising channels are increasing, and new channels are failing, so far to generate both high volume/high quality donors. So how do we as a sector adapt, change and, therefore, invest for future success.
Ten Ideas to Elevate your Small Shop Fundraising Program
Thursday, July 19th 2:00-3:15 pm
Lead Presenter: Ligia Peña, CFRE
Session sponsored by Bloomerang
Working as a fundraiser in a small non-profit is no easy task. In the best of cases, it is a balancing act between senior management’s expectations, fundraising capacity and resource management. In the worst cases, there is no culture of philanthropy, the wrong person is responsible for fundraising, and/or the fundraising professional isn’t supported by the board of directors or management team. What is a fundraiser to do? How does one manage to rise above the challenges and remain focused on conducting good, efficient and effective fundraising so we can continue to serve the recipients of our programs and services? You have a great fundraising plan but it’s become stagnant.What do you do to infuse some “oomph” in to your program and jolt it into new heights? This session will explore 10 practical and cost-efficient ways to elevate your program, re-energize you as a professional and help you reach your fundraising goals.
Donor-Centric Stewardship: Love the One You’re With!
Thursday, July 19th 2:00-3:15 pm
Lead Presenter: Laura Alexander, MA, CFRE
Co-presenter: Jenny Carrillo, MA, CFRE
Session sponsored by Sanford Institute of Philanthropy
How does your organization approach donor stewardship? Are you taking good care of your donors and their gifts? How do they know? More importantly, how do you?! In this energetic, informative and evidence-based session, you will learn how your organization can shift to a more donor-centric approach to stewardship that results in higher donor retention and increased giving.
Learning objectives:
- Understand the key principles of donor-centricity and how to apply them in your organization
- Develop strategies for increasing donor trust and loyalty
- Identify opportunities for others in your organization to support effective donor stewardship
- Learn how to measure and monitor evidence of good donor stewardship
Fast, Free and Finished: Creating Visual Content, Now, for Nothing
Thursday, July 19th 2:00-3:15 pm
Lead Presenter: Jim Anderson, CFRE
Co-presenter: Josh Hirsch
Donors make decisions in a blink as they scroll through their social media feeds. Learn how to create an immediate emotional connection with your donors by effectively building your story arc with photos, video and even virtual and augmented reality. Instantly bring donors into your world and show them the impact of your work first hand without ever leaving the comfort of their home. Make them a part of your mission by embedding them in your story. This is storytelling's evolution.
Building Strength in the Development Program
Thursday, July 19th 3:45-5:00 pm
Lead Presenter: Jacquelyn Ahrenberg, CFRE
Session sponsored by Sanford Institute of Philanthropy
A nonprofit with a clear mission is one thing, but how do you financially support your vision? No matter how strong or viable your cause, there have to be certain procedures in place before raising money. What are your revenue streams? Do you have a recent Development Audit in place and what does that require? From understanding the values of procedures and consultants to systems and software, learn how to ramp up for fundraising. Nonprofit expert Jacquelyn Ahrenberg, CFRE will guide you through the process so your organization is ready to achieve sustainable fundraising.
Preparing and Conducting a Major Campaign
Thursday, July 19th 3:45-5:00 pm
Lead Presenter: Mary Kaufman-Cranney, CFRE
Panelists:
Aaron Peace, President/Chief Philanthropy Officer of Dignity Health Foundation – East Valley
Will Mandeville, Director of Development of The Nature Conservancy
Susan Waschler, Chief Development Officer for Valley of the Sun YMCA
Session sponsored by Bloomerang
What are the key elements to a successful campaign? The success or failure of any campaign depends on the management of each step in the process – and effective management means understanding the steps, key elements, and milestones that define success. Through a presentation by Mary Kaufman-Cranney, CFRE and campaign consultant and discussion with a panel of experienced development officers, attendees will learn about what has made past campaigns successful, and what they can do to ensure success in their campaign. The presentation will cover crucial aspects of the internal and external environment to evaluate before embarking on a campaign, the various phases of a potential campaign, the roles and responsibilities of those involved with the campaign and the organization or community, and the possible difficulties or hurdles that will need to be overcome before and during the campaign to ensure desired outcomes. Attendees will take away best practices, tools, and points to consider in taking on a campaign.
Recruiting, Retaining and Developing Excellent Fundraising Staff
Thursday, July 19th 3:45-5:00 pm
Lead Presenter: Daryl Upsall
In an ever more competitive national and international fundraising market the challenge is how you can attract the top fundraising talent to your organisation ...and keep them. In this dynamic session we will explore the motivators and drivers for high performing fundraisers and how your organisation may need to transform itself it if truly want the best performing staff. We will explore what makes for happy and energised fundraisers and what you need to do to find and keep them. Using examples, case studies from around the world the speaker will draw on his 35 years in the sector - with his agency hiring 535 staff across 529 positions for 196 different organisations in 124 locations worldwide and motivating global fundraising teams in over 50 countries.
Pop Goes Development - The Top Ten Things You MUST Do For Fundraising Success
Friday, July 20th 8:30-9:45 am
Lead Presenter: Paul A. Dunne, CFRE
Session sponsored by Sanford Institute of Philanthropy
What to do...too many jobs and not enough time. Many development professionals either start their work or continue their work without a focus of the MOST important items they need to prioritize and unfortunately are always playing catch up. This session will give the development professional the TOP TEN areas to direct their efforts. Learn from a development professional who has had double digit percentage success every year of his career.
Boards: A Partnership With A Difference
Friday, July 20th 8:30-9:45 am
Lead Presenter: Mary Kaufman-Cranney, CFRE
The right board members with the right motivation and participation in philanthropy makes or breaks your organization. So, how can you influence board development and engagement? Mary will share tips and tools of 30+ years of working with boards in human services, the arts and conservation to maximize trustee philanthropic engagement. She will involve the audience to discuss key obstacles and issues to working with boards and the solutions they implemented to resolve them. Participants will leave with a tip sheet and concrete ideas on how to create a board that is inspired to raise money for their mission.
Millennials and Philanthropy
Friday, July 20th 8:30-9:45 am
Lead Presenter: Holly Hull Miori, MTS, CFRE
Session sponsored by Bloomerang
Have you pondered millennials' role in philanthropy? Are they worth your nonprofit's time, what can they bring to the table, and why are
they always on social media?
30 Ideas in 60 Minutes: Creative Fundraising Strategies You Can Use
Friday, July 20th 10:15-11:30 am
Lead Presenter: Elizabeth Nielsen, CFRE
Session sponsored by Sanford Institute of Philanthropy
Get those creative ideas flowing! This rapid-fire session will expose you to 30 field tested tactics that can help your organization raise more money. Strategies include ways to augment and enhance your special events, annual giving, and planned giving activities. All shared ideas come straight from the field and include a contact person willing to provide more details and assist in your implementation.
Yes, You Can Have an Endowment
Friday, July 20th 10:15-11:30 am
Lead Presenter: Judith Smith, MA, CFRE
Session sponsored by Bloomerang
It's not necessary to be a Gazillion $ organization to ask your donors to make a legacy commitment. But it helps to have some structure and a plan. Learn seven steps to take to get your endowment building process underway and your donors thinking about your organizations long-term future.
Ethics J-E-O-P-A-R-D-Y
Friday, July 20th 10:15-11:30 am
Lead Presenter: Ligia Peña, CFRE
Ethics is not just a game but we sure can have fun while learning!
Fundraisers are all good and honest people but ethics has a sneaky grey area that can tri up the best and brightest professionals. In the turbo-charged, exciting power session, you will have the chance to brush up on the fundamentals of ethical best practices and professional standards while at the same time, having a ridiculously good time.
Come join Ligia in the energized and fun game of Ethics Jeopardy and be ready to sound your buzzer!
Really Big Picture: An Astronomical View of Fundraising
Keynote Presentation, Friday, July 20th 11:30-1:00 pm
Lead Presenter: Dr. Jeff Hall, Director of Lowell Observatory
What does an astronomer know about fundraising? Quite a bit, it turns out. An instinctive fundraiser, Jeff will reflect on his experiences in philanthropy from the perspective of an "accidental fundraiser" involved in one of the largest campaigns in Northern Arizona.
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