education sessions
We have a wide array of educational sessions waiting for you at AFP ICON 2023. 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. More Sessions to Come.
- Current & Prospective Donor Research (Sponsored by iWave)
- Ethics, Accountability & Professionalism (Sponsored by Brakeley Briscoe)
- Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
- Leadership & Management (Sponsored by Lindauer Global)
- Relationship Building
- Rebels, Renegades and Pioneers
- Securing the Gift Track
- Volunteer Involvement
Introductory/Foundational
Sun, Apr 16, 2023
12:00am - 12:00am
Future of Fundraising Now - Fundraising Internationally (CANCELLED)
Learning from two engaging speakers who have raised money from international donors, review how fundraising and philanthropy varies in different regions of the globe and why you should be looking for donors internationally. Come away with new knowledge about potential new donors you can put into action immediately.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
David Tinker, CFRE, AFP Master Trainer, FAFP
Achieva - Vice President of Advancement
Dave Tinker is Vice President of Advancement at Achieva and is a consultant with Goalbusters. Dave has worked in education, health, and disability nonprofits throughout the Midwest and Mid-Atlantic regions He was named to the first class of Distinguished Fellows of AFP (FAFP). He is an AFP master trainer and CFRE. In 2013 Dave was honored as AFP Western Pennsylvania Chapter’s Outstanding Fundraising Executive and currently serves on several AFP International committees.Sun, Apr 16, 2023
9:00am - 10:15am
Fundraising Alchemy: The Science and Art of Integrated Campaigns
Is direct mail dead? Can digital alone sustain your program? Can’t the two just carry on in their respective corners? Nope, no way, and definitely not! Join direct response and digital innovation nerds Holly and Brock for an engaging session on the science and the art of integrated fundraising campaigns.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Brock Warner, CFRE
Broccoli - Partner
Brock Warner, CFRE is a recognized leader in the nonprofit sector and author of the bestselling From The Ground Up: Digital Fundraising for Nonprofits. He has raised millions of dollars, and developed successful campaigns, partnerships, and sector innovations, and co-founded Broccoli in 2021. Brock is a sought-after presenter throughout North America, and is the professor of Integrated Marketing for Nonprofits at Humber College Business School’s Fundraising Management postgraduate program in Toronto.Holly Paulin, CFRE
Broccoli - Partner
Holly H. Paulin, CFRE has been a professional fundraiser for 20+ years. She’s equally passionate about emotional storytelling and good data analytics, and strongly believes that the best fundraising happens at their intersection. After working as both a front-line fundraiser and a consultant, Holly co-founded Broccoli in 2021. She is a graduate of Humber’s Fundraising program, holds a B.Sc. from Mount Allison University, and served as Co-Chair of AFP Ottawa’s 2021 Fundraising Day conference.Sun, Apr 16, 2023
9:00am - 10:15am
Facets of Advancement Services: Avoiding Silos in the Pursuit of Institutional Advancement
What are the key functions of advancement services? How do you use this knowledge to work closely with your colleagues and fundraising counterparts? How does this work in the stewardship and cultivation of constituents? This session highlights how advancement services can be used to avoid silos in fundraising.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Pamela Mitchell, MBA
Alcorn State University - Manager of Advancement Services
Pamela Mitchell is an Advancement Services professional with almost 17 years of experience in higher education. Her roles in academic and student affairs play a vital part in the success of her role in fundraising, particularly in data integrity and reporting. She received her undergraduate and graduate degrees from MS Valley State University.Sun, Apr 16, 2023
10:45am - 12:00pm
Uncomfortable Conversations
As fundraisers, we are often faced with delicate situations -- whether they be with donors, Board members, colleagues or even supervisors. These conversations can be simply uncomfortable or touch on ethical dilemmas. In this interactive session, we will touch on many sample situations and their solutions.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Virginia Fundraising Consultants - Virginia Fundraising Consultants
Virginia Thumm has worked in the nonprofit sector in New York and Virginia for more than 35 years, expanding the financial capacity of organizations in the arts, education, the environment, public media and social services and has been responsible for consistently leading campaigns to exceed their goals. Virginia currently serves on the Board of her local AFP chapter and is chair is the Ethics Committee, were she leads a monthly Five Minute Ethics Exercise.Sun, Apr 16, 2023
10:45am - 12:00pm
The Value of the Golfer Donor - (Presented by GolfStatus)
Golf fundraisers are a lucrative fundraising mechanism, but perhaps more importantly, function to acquire, engage, and retain the golfer donor. This session will discuss why golfers are a valuable donor segment, how to effectively engage them, and how to leverage your golf event to accomplish a number of mission-critical functions.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
GolfStatus - Sales and Education Director
Logan Foote first picked up a golf club at age four, and despite thousands of attempts, he’s never had a hole-in-one. He earned a bachelor’s degree in business administration at the University of Nebraska-Lincoln and pursued a career in sales. Logan came to GolfStatus in 2017, where he channels his passion for golf to help nonprofits raise money.Sun, Apr 16, 2023
12:00pm - 12:30pm
Accelerate Mission Impact with AI and Microsoft Cloud for Nonprofit (Learning Lab)
See the latest AI innovations from Microsoft and our OpenAI partnership. Explore how your nonprofit can use this cutting-edge tech to increase mission impact through fundraising, volunteer management, program evaluation and more.
Audience: Introductory/Foundational
Speakers
Sun, Apr 16, 2023
4:00pm - 5:15pm
Don't Judge a Book by Its Cover: Unlock the Value of Every Donor
Getting to know donors as people who have unique lived experiences, values, and intentions, leads to transformational gifts. Using the story of a donor who went from a $5,000 gift to a $9.5 million bequest, learn how to listen for the clues that lead to the next ask.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Debbie Sokolov, CFRE, MNA
The James Museum of Western and Wildlife Art - Director of Development
Debbie Sokolov is a development professional with more than 20 years experience. She joined The James Museum of Western & Wildlife Art in 2020 as its first development professional. Professional accomplishments include a 60% increase in major giving, a successful $4.5 million capital campaign, several transformational gifts, and obtaining over $30 million in endowments. Debbie was featured in Tampa Bay Times about a local man who left $64 million to local charities in his will.Sara Leonard, CFRE, MBA
Sara Leonard Group - Consultant
Sara is a solutions-oriented advancement professional with over 30 years of experience in fundraising, board governance and volunteer management for healthcare, educational and cultural organizations. She serves on the AFP Global Marketing, Awards and Communications Committee, is a Past President of the AFP Tampa Bay Chapter and an instructor for the Nonprofit Leadership Center of Tampa Bay where she created the Fund Development Academy.Sun, Apr 16, 2023
4:00pm - 5:15pm
Faith & Fundraising: Three traditions, Unlimited Questions
Religious donors give more. What if you had Jewish, Muslim and Christian fundraising friends whom you could ask about faith and fundraising? You don’t want to ask your donor, and you can’t trust the internet. Bring your questions to this safe space to talk about faith and money.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Irshad Osman, CFRE, MSc
University of Toronto - Senior Development Officer
Osman (MSc, CFRE) is an Imam by training and a fundraiser by profession. He has worked and studied on three continents. Osman works as a Senior Development Officer at the University of Toronto. Passionate about inclusive philanthropy. Supporter of international, and educational causes. He has participated in the Fellowship in Inclusion & Philanthropy, Interfaith Innovation Fellowship project, and KAICIID International Inter-religious Fellowship. Speaker and advocate for social justice, true inclusion, anti-hate, anti-racism, etc.Ann Rosenfield, CFRE, MBA, AFP Master Trainer
Temple Sinai Congregation of Toronto - Development Director
Director of Development for Temple Sinai Congregation of Toronto, Ann worked with leadership to quadruple unrestricted gifts during the coronavirus crisis. Board member of Rainbow Railroad, a LGBTQI+ refugee charity. Speaker on philanthropy across Canada and internationally including a master class for the International Fundraising Conference in Amsterdam and several courses in San Francisco. Fundraising expert interviewed by the CBC, Toronto Star, Macleans, Associated Press and other media.Lori Guenther Reesor, MTS, DMin
Lori Guenther Reesor - Principal
Dr. Lori Guenther Reesor (B. Math, MTS, DMin) is an expert in Christian giving (although Mennonites tremble at using the word ‘expert’ to describe themselves!) She asked Christian donors about their giving during a church basement research tour of Canada. She is delighted that her book, Growing a Generous Church: A Year in the Life of Peach Blossom Church is the only theology book with an illustration of a snowblower!Sun, Apr 16, 2023
4:00pm - 5:15pm
Inclusive Philanthropy: Who Gives, How, and With What Impact
New research from the Lilly Family School of Philanthropy demonstrates that giving by donors of color and women is shifting the philanthropic landscape, highlighting the importance of developing a more inclusive set of philanthropic practices. This session guides participants through the research and how it can increase giving by all.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
LaKoya Gardner, MA
Mays Family Institute on Diverse Philanthropy - Director of Programs
LaKoya Gardner is the Director of Programs for the Mays Family Institute on Diverse Philanthropy at the Indiana University Lilly Family School of Philanthropy. The Mays Family Institute fosters a greater understanding of the ways in which underrepresented people are both inspired and informed donors by providing knowledge, education, and training. LaKoya also serves as an Associate Director of Development at the School and as a faculty member for The Fundraising School.Jeannie Sager, MA
Women's Philanthropy Institute - Director
Jeannie Sager is Director of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. WPI believes that gender matters in philanthropy, and that solving the world’s complex problems requires perspective, leadership and generosity from women and men. WPI focuses on conducting, curating and disseminating rigorous research that grows women’s philanthropy. Jeannie is a seasoned nonprofit executive with over 25 years of experience in health care, higher education, and independent school leadership.
Women's Philanthropy Institute - Associate Director
Jacqueline Ackerman is the Associate Director of the Women’s Philanthropy Institute (WPI), housed at the Indiana University Lilly Family School of Philanthropy. She manages all aspects of WPI’s research agenda and efforts. Jacqueline joined the Lilly Family School of Philanthropy in 2012 after earning a Master’s in Public Administration from the Indiana University—Bloomington O’Neill School of Public and Environmental Affairs. She was raised in Port-au-Prince, Haiti, and resides in Bethesda, MD.Sun, Apr 16, 2023
4:00pm - 5:15pm
Doing it All: How the Mental Load of Motherhood Impacts and Inspires How We Fundraise
Have you ever wondered how the mental load of motherhood is impact your work and the social profit sector at large? What if we could engage in authentic conversation about this topic and understand how authenticity can help inspire and impact our fundraising.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Lacey Kempinski, CFRE
Balanced Good - CFRE
Lacey Kempinski, CFRE, the founder and owner of Balanced Good. She is a graduate of McMaster University and Georgian College’s Fundraising and Resource Development Program. She is a mission driven fundraiser, with nearly 15 years of experience, fueled by a passion to make an impact for the cause she is championing. As an entrepreneur and business owner, she is now focused on changing the way our sector supports parental leaves and working parents.Donna Paramore, CFRE
Allison Plattsmier, CFRE, Ed. D., CAP, CNP
Edgehill Neighborhood Partnership - Executive Director
Dr. Quintanilla Plattsmier has over twelve years of experience in the nonprofit sector, has worked with 75+ organizations and raised approximately $5 million. She currently serves as Executive Director of Edgehill Neighborhood Partnership and CEO of AQP Consulting. She was the youngest recipient of AFP's Outstanding Young Professional in 2018 and is a graduate of AFP's WII Leadership Development Program. She currently chairs AFP’s Emerging Leaders Mentor program.Chris Evans, CFRE
Amanda Braet, CFRE
Sun, Apr 16, 2023
4:00pm - 5:15pm
Fundraising Action Planning (Presented by Fundraising Academy)
A fundraising action plan creates a framework and foundation for your organization’s activities and programs. Your plan will ultimately set forth how your organization will support the communities you serve day in and day out, and how your fundraising activities ensure the organization’s health and growth. Planning clarifies the strategies, values, and vision of an organization. Planning engages the hearts and minds of your staff and board. Planning answers the important questions: “Why does our organization matter? What results do we expect so that we can make a difference?” A proper fundraising action plan provides a roadmap to achieve results.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Jack Alotto, CFRE, MA
Fundraising Academy at National University - Trainer
Throughout his career, Jack Alotto, MA, CFRE has served in a variety of fundraising positions in hospital, social service and the arts as development director, major gift and legacy giving manager, and foundation and corporate relations manager. Jack has taught a variety of fundraising classes at the Center for Volunteer and Nonprofit Leadership and JFK University. Jack has served on panels in Strategic Planning, Ethics in Fundraising, Cause Selling and Donor Loyalty and Donor-Centered Fundraising.LaShonda Williams, CFRE, MPA
South Texas College of Law Houston - South Texas College of Law, Assoc. Director of Alumni Engagement & Annual Giving and Trainer, Fundraising Academy
LaShonda Williams, MPA, CFRE, serves a Trainer for Fundraising Academy, and recently joined the team at South Texas College of Law as the Associate Director of Alumni Engagement and Annual Giving, in the college’s centennial year. Ms. Williams leads the charge of developing and implementing alumni engagement strategic planning and acquisition. With nearly two decades of experience in higher education, LaShonda’s mission is to secure philanthropic support for students seeking economic empowerment through education.Mon, Apr 17, 2023
10:15am - 11:30am
Trauma-Informed Fundraising - Understanding Your Role and the Donors
Nonprofit organizations utilize trauma-informed care to promote hope, healing, and resilience to individuals, families, groups, and communities. Understanding the science of trauma-informed care, adverse childhood experiences, resilience, and DEI (diversity, equity, and inclusion) and adopting a practical trauma-informed approach to fundraising leads to meaningful conversations that foster collaboration.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Lisa Temoshok, LMHC - Psychotherapist
Lisa has 20 years of experience working collaboratively with clients of diverse ages and cultures as a yoga and meditation instructor and psychotherapist. She specializes in PTSD and healing the traumas and losses that impact all of us through Mindfulness-based somatic therapy (MB-CBT), Eye Movement Desensitization and Reprocessing (EMDR) and Internal Family Systems (IFS). Lisa enjoys bringing these evidence-based skills to professional groups to promote creativity,ease and joy.H. Aldervan Daly, CFRE, MFA
Rising Ground - Rising Ground
H. Aldervan Daly, CRFE, is the Executive Vice President for Institutional Advancement for Rising Ground, a 191-year-old human services organization serving 25,000 children, adults, and families throughout New York City. Aldervan shares his fundraising insight in the blog “The Thoughtful Approach To...”, which offers practical advice for modern fundraisers. He earned an MFA in fundraising and marketing, from Virginia Tech and a BA from Rhodes College. He and his family live in Brooklyn, NYMon, Apr 17, 2023
10:15am - 11:30am
Outside the Box Engagement
During this presentation, participants will discover new avenues to community engagement to diversify pipeline streams and fully grasp the breadth of the opportunity. Through an international perspective, presenters will describe their approach and best practices for cultivating an ‘outside the box’ support base.
Education Track(s): Volunteer Involvement , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Introductory/Foundational
Speakers
Eastern Iowa Health Center - Director of Development and Marketing
Jennifer Borcherding is the Director of Development & Community Relations for Eastern Iowa Health Center, a Federally Qualified Health Center, in Cedar Rapids, Iowa. There she has secured over $2M in less than 2 years to build a new dental facility, secure a free-to-patient transport bus, and support ongoing programmatic needs. Jennifer specializes in strategic partnerships, grant writing, and brand recognition. Borcherding also serves on her local school board and her state school board. With
BC Children’s Foundation - Associate Director, Corporate Partnerships
Melissa Swindells is a seasoned fundraiser with a deep passion for inspiring philanthropy in healthcare. In her current role at BC Children’s Hospital Foundation, Melissa provides strategic direction to the Corporate Partnerships team. She thrives when creating meaningful opportunities for corporate partners, their employees and their customers, inspiring them to give generously to change the landscape of pediatric health care. Melissa is a proud volunteer with the AFP Greater Vancouver Chapter.
KCI Canada - Partner
As one of KCI’s most senior staff, Michael has had the opportunity to work with a wide array of non-profit organizations across Canada. As a result, he brings tremendous insight into the new and unique initiatives that leading non-profits are incorporating into their development strategies. Since joining KCI in 1993, Michael’s proven leadership and experience in all aspects of development have been sought after by KCI’s clients time and time again.
Advancement Resources - Senior Director of Strategic Partnerships
Caleb works closely with academic, healthcare, and nonprofit organizations to develop and execute a customized and strategic approach to deepen the culture of philanthropy within each organization while supporting long-term transformation. In addition, Caleb is part of the facilitation team that delivers professional education for healthcare, academic, and nonprofit organizations. Through these engagements, he is involved in many client-focused projects and is honored to serve these organizations in a variety of ways.Mon, Apr 17, 2023
10:15am - 11:30am
Digital Philanthropy: Relationship-Building through Online Fundraising Strategies (Presented by Fundraise Academy)
Donors are consistently exposed to a great number of emails and digital touchpoints. How do you rise above the noise, make your organization stand out, and showcase your cause’s impact in a way that motivates donors to give? Learn how to connect with your donors through an intentional digital strategy. Analyze email communication cadence and content, learn how storytelling for specific audiences can remind donors why they connected with your organization, and implement digital plans that support growing a culture of philanthropy. With a digital strategy focused on relationship-building, turn one-time gift-givers into long-term, loyal supporters of your organization.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Jack Alotto, CFRE, MA
Fundraising Academy at National University - Trainer
Throughout his career, Jack Alotto, MA, CFRE has served in a variety of fundraising positions in hospital, social service and the arts as development director, major gift and legacy giving manager, and foundation and corporate relations manager. Jack has taught a variety of fundraising classes at the Center for Volunteer and Nonprofit Leadership and JFK University. Jack has served on panels in Strategic Planning, Ethics in Fundraising, Cause Selling and Donor Loyalty and Donor-Centered Fundraising.LaShonda Williams, CFRE, MPA
South Texas College of Law Houston - South Texas College of Law, Assoc. Director of Alumni Engagement & Annual Giving and Trainer, Fundraising Academy
LaShonda Williams, MPA, CFRE, serves a Trainer for Fundraising Academy, and recently joined the team at South Texas College of Law as the Associate Director of Alumni Engagement and Annual Giving, in the college’s centennial year. Ms. Williams leads the charge of developing and implementing alumni engagement strategic planning and acquisition. With nearly two decades of experience in higher education, LaShonda’s mission is to secure philanthropic support for students seeking economic empowerment through education.Mon, Apr 17, 2023
10:15am - 11:30am
How to Align Donor’s Heart and Mind With Our Fundraising Desires
Improve your fundraising and Donor retention by learning the top ten big secrets to seduce Donors and make their hearts beat and enlighten their minds. Philanthropy is not only about signing a check. Our next challenge is to humanize digital fundraising and networking.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Flavia Lang, MBA
Tools4Change Brasil - Managing Partner
Flavia is a curious and creative fundraising entrepreneur who helps NGOs to connect and develop meaningful relationship with individual donors. With entrepreneurial vision, creative leadership to inspire and engage teams to overcome challenges and goals, empowerment management style, the desire to turn the impossible possible, and a successful record in opening, restructuring, expansion and exponential growth of NPO. She is also a cofounder of Woman in Fundraising Brazil.Ana Flavia Godoi, MBA
Women in Fundraising - Founder and CEO
She is the founder of Women in Fundraising, providing hands-on, comprehensive fundraising leadership for female fundraisers around the world. For 12 years she was on Brazilian Fundraising Association’s board. Ana has over 25 years of experience in fundraising for non-profits and foundations, focusing on strategic and development planning, major and corporate gifts. During pandemic, she raised 36 millions dollars and helped more than 500 NGOs to develop better negotiation tecniques.Carlos Madrid, MA
AFP Mexico Foundation - AFP Mexico Foundation Treasurer
Carlos Madrid has more than 22 years of experience in Institutional Development and Fundraising, holds a Bachelor in Communication, and two Masters. He is an accredited consultant, and Board member for diverse institutions. Director for Development of the Hospital Infantil de Mexico (1994- 2013) and Director of the Banorte and Grumma Foundations (2006-2013); past Chairman of the Junta de Asistencia Privada del Distrito Federal (2014-2020). Actually, independent consultant mainly in Board Development and Corporate Volunteering.Mon, Apr 17, 2023
1:15pm - 2:30pm
Racial Equity in the Fundraising Profession
Racial Equity in the Fundraising Profession will begin with my personal story of being the only Female of Color in my AFP Chapter and in my nonprofit organizations and how my commitment to mission and community supported me in overcoming professional racial equity challenges.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Linh Nguyen, BA
Lumina Foundation - Vice President for Equity, Culture, and Talent
Linh leads racial equity efforts for Lumina Foundation, a private foundation in Indianapolis committed to making opportunities for learning beyond high school available to all. He works to embed equity in Lumina’s grantmaking and operations and nurtures the foundation’s culture to increase diversity, improve inclusion, and eliminate racial disparities. A recognized leader in impact strategy and organizational development, Linh previously served as chief operating officer at the W.K. Kellogg Foundation in Battle Creek, Mich.Ernest Lewis, MBA
BakerRipley - Senior Director, Economic Initiatives
Ernest Lewis III has a diverse background in the areas of management, fund development, media, literacy, arts administration, and community development. Ernest has acquired varied experience in developing and shaping signature programming focusing on basic needs, disaster recovery, youth development, adult and family literacy, workforce development, and art education. Ernest served as President and CEO of the Adult Education Center in Pearland, TX until early 2022 and is currently Senior Director, Economic Initiatives at BakerRipley.Kenneth St. Charles, MBA, PhD
DreamSpring formerly Accion - Business Partner and Government Relations Specialist
Germaine Mitchell has thirty years experience as a professional nonprofit fundraiser. Her fundraising career began in her home town of New Orleans. She served as the Director of Development for the Coalition to Restore Coastal Louisiana, Father Flanagan’s Boys Town, The Little Sisters of the Poor and the YMCA's Educational Services. In 2015, Germaine relocated to Albuquerque, New Mexico to support their nonprofit organizations and community collaborative efforts.Mon, Apr 17, 2023
1:15pm - 2:30pm
Making the Ask Authentically
Knowing how to make an ask is a fundamental tool that many fundraisers lack confidence and experience in, leaving us distracted by gimmicks, events and 'yet another' campaign. In this session you will get practical tips for an ask, and practice your ask, while eliminating fears along the way.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Aperio Philanthropy - Senior Director, Client Services
Leya Petrovani Miller is a career fundraiser experienced in building new revenue strategies, talent development, capacity-building, and community-centric fundraising. At Aperio, Leya partners with nonprofits on strategic growth initiatives, including building major gifts programs and advancing growth and capital campaigns. Prior to joining Aperio, Leya led middle- and major- giving efforts at The Bowery Mission as a Senior Development Officer. Previously, she served as a fundraiser for The Ethical Culture Fieldston School and Wheaton College.Mon, Apr 17, 2023
1:15pm - 2:30pm
Interested in the ACFRE Credential?
Are you interested in applying for the Advanced Certified Fundraising Executive certification? This lively and informative session will explain the ACFRE process and provide an opportunity for you to ask questions of ACFRE Certification Board members.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Leah Eustace, ACFRE
William Bartolini, ACFRE, PhD
Alphonce J. Brown, ACFRE
Audrey Kintzi, ACFRE
Mon, Apr 17, 2023
1:15pm - 2:30pm
Subscription GivingSM - A New Revenue Stream to Your Fundraising Strategy (Presented by Bonterra)
Acquiring new donors can be an expensive proposition, even for the most resource-rich nonprofits. In this session, nonprofits will learn how to create and manage sustaining donor programs with Subscription GivingSM—a modern twist on repeat and recurring contributions.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Kimberly O'Donnell, CFRE, MA, ACC
Bonterra - Chief Fundraising and Engagement Officer
Kimberly is a seasoned nonprofit tech leader. Having worked as an executive director, chief philanthropy officer, fundraising consultant, and tech advisor, she has spent 25+ years blending fundraising and marketing principles to scale dollars raised and strengthen supporter engagement. She was an adjunct professor for 11 years at Georgetown and George Mason Universities where she taught nonprofit leadership. A certified executive coach, Kimberly currently leads Bonterra’s coaching program and hosts the popular Accidental Fundraiser podcast.
ReEstablish Richmond - Executive Director
Kate joined ReEstablish Richmond in 2013. She previously worked as a special education teacher for 11 years, while also serving as a volunteer mentor for refugees in the Richmond community. Kate is currently the Chair of the Office of New Americans Advisory Board, and her dedicated efforts continue to build a supportive, trustworthy community for refugees and new immigrants living in Richmond.Mon, Apr 17, 2023
1:15pm - 2:30pm
Philanthropic Justice: Loving Humanity in Its Fullness
In its purest form, “philanthropy” means love of humanity. “Philos” means love; “Anthropos” means mankind or humanity. Love, bell hooks reminds us, is a combination of care, commitment, knowledge, responsibility, respect, trust, justice, and equity. Do your philanthropic efforts demonstrate your organization's love for ALL of humanity? What might it mean to practice philanthropic justice in the face of egregious and blatant injustice? This session brings together a panel of experts and philanthropic practitioners working in the deep South to advance equity, and justice, and uplift the human spirit through our collective work—a deep and abiding love for all humanity. We will discuss philanthropy's role in catalyzing and fueling social justice movements, and the principles of philanthropic justice and answer your questions regarding how you and your organizations can begin to engage in the transformative work of doing philanthropic justice.
Education Track(s): Relationship Building , Rebels, Renegades and Pioneers
Audience: Introductory/Foundational
Speakers
Halima Leak Francis, PhD
Peter Davis, MA
Southwise Consulting - CEO
Peter Davis is CEO and Principal at Southwise Consulting where he offers business strategy, communications and fundraising services. As a nonprofit leader in the Greater New Orleans area, he has worked to build strategic initiatives and cultivate relationships with individual and corporate philanthropic partners for various organizations including Jericho Road, New Orleans Youth Alliance and OPEN New Orleans. Peter earned his graduate degree from Northwestern University in Organizational Leadership and Nonprofit Management and his Bachelor’s
The REImaginelution, LLC
Dr. David Robinson-Morris is an author, philosopher, social justice and human rights advocate-activist, educator, philanthropist, community organizer, DEI practitioner, and administrator. Dr. Robinson-Morris is the Founder & Chief Reimaginelutionary at The REImaginelution, LLC, a strategic consulting firm working at the intersections of imagination, policy, practice, and prophetic hope to radically reimagine diversity, equity, and inclusion (DEI) toward racial justice and systemic transformation by engendering freedom of the human spirit; and catalyzing the power of theCharmel Gaulden, JD
Chantelle Pierre, MSW
Chantelle Pierre Consulting
Chantelle Pierre brings over 25 years of experience in education and nonprofit leadership to strengthen communities. She is the founder of Chantelle Pierre Consulting, which offers fundraising and leadership development services that promote racial equity within organizations. A go-to strategist for organizations experiencing leadership transitions, she has led teams to produce goal-shattering results. She has raised seven-figure, multi-year gifts used to resource historically excluded, Black-led grassroots organizations and educational institutions serving vulnerable populations.Mon, Apr 17, 2023
3:00pm - 4:15pm
Becoming an antiracist learning community
Recognized as an IDEA Champion by AFP Global in 2020 and 2021, AFP Triangle began focusing on finding innovative ways to work with other chapters, organizations, and thought leaders to continue to advance our own learning and understanding to become an antiracist learning community.
Education Track(s): Volunteer Involvement
Audience: Introductory/Foundational
Speakers
Amy Smith, CFRE
Conservation Trust for North Carolian - Director of Philanthropy
Amy Smith leads the philanthropy department at Conservation Trust for NC (CTNC) and works to conserve land for resilient, just communities throughout North Carolina. A graduate of N.C. State University in Raleigh, Amy currently serves as President of the AFP Triangle NC Chapter and spends much of her time supporting the IDEA Committee. Amy lives in Raleigh with her husband, Aaron, and son, AJ.Casey Therrien, MSc
Triangle Land Conservancy - Associate Director of Philanthropy
Throughout her decade plus of fundraising, Casey Therrien (She/Her), has worn many hats from prospecting, to database management, to managing the annual fund, writing grants, and managing budgets. Casey currently serves as the chair of the Scholarships Committee and as the Treasurer for AFP Triangle and with the AFP Global Diversity Scholarships Task Force because she believes inclusion, diversity, equity, and access are essential to effective fundraising.Mon, Apr 17, 2023
3:00pm - 4:15pm
The Promise and Perils of ChatGPT for the Nonprofit Sector (Presented by DonorSearch)
ChatGPT has seemed to take the nonprofit by storm in 2023 and quickly gained 100 million users in 6 weeks. By most accounts, the technology that ChatGPT represents is impressive and for many nonprofits, ChatGPT represents one of the first practical exchanges of information between AI and humans. But with great technology comes great responsibility. This presentation will discuss the short and long-term advantages of AI technologies like ChatGPT and provide insights on how your nonprofit can evaluate the benefits of this technology.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Nathan Chappell, ACFRE
DonorSearch AI - Senior Vice President
As a thought leader, public speaker, author and inventor, Nathan is one of the world’s foremost experts on the intersection between Artificial Intelligence and philanthropy. Nathan serves as Senior Vice President of DonorSearch AI, where he leads AI deployments for many of the nation’s largest nonprofit organizations. Nathan’s subject matter expertise has been featured in several publications, including Fast Company, University of Notre Dame and the Association of Healthcare Philanthropy.Tue, Apr 18, 2023
8:00am - 9:15am
2023 Top Nonprofit Challenges and How to Overcome Them (Presented by OneCause)
The fundraising landscape has dramatically changed in the past three years, and the problems nonprofits are facing have shifted repeatedly. In the 2023 Fundraising Outlook Study, 900 nonprofit professionals shared the top challenges facing their nonprofits, which are shifting away from pandemic-related planning and recovery to donor-focused themes. This session examines those challenges and offers practical tips and strategies to help you overcome them
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
OneCause - VP of National Accounts
Emily Newberry is the VP of National Accounts at OneCause. She’s passionate about technology and the impact it has on people, organizations, and communities. She works directly with national nonprofit organizations and their leaders to understand challenges and opportunities and collaborate on ways to engage donors and use technology to meet fundraising and stewardship goals.Karrie Wozniak, MA
OneCause - Chief Marketing Officer
Karrie brings 20 years of experience in marketing, brand management, advertising, and sales to her role as Chief Marketing Officer of OneCause. As one of the early-stage executives, she played a key role in building the nationwide sales team, event consulting, client success & overall marketing. Karrie previously held management positions at Ford Motor Company and Dominion Enterprises before joining OneCause (then BidPal) in 2009.Tue, Apr 18, 2023
10:15am - 11:30am
Planned Giving for People Who are New to Planned Giving
No matter how much you know about planned giving, everyone leaves knowing a bunch more with ideas you can use right away. We will look the subject with humor and fun (yes, really) and you will feel comfortable with the subject and leave confident you can use planned giving easily.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Wayne Olson, JD
Shriners Children's - Senior Director, Planned Giving
Wayne Olson heads planned giving for one of the largest healthcare systems in the country. With more than 20 years experience in fundraising, Wayne has worked with donors and other gift officers to raise hundreds of millions of dollars in philanthropic support. He is a frequent trainer, educator and speaker to international conferences and seminars. He is the author of six books, and writes for Crescendo Interactive.Tue, Apr 18, 2023
10:15am - 11:30am
2022 Fundraising Effectiveness Project: Using AFP’s Donor Giving Data to Improve Your Fundraising Results
This session will report on national donor retention statistics from the AFP's Fundraising Effectiveness Project now in its 17th year of donor retention analysis. Results from more than 20,000 nonprofits can be used as national benchmarks and realist guidelines for improving performance.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
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 nonprofit sector. He 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.Jim Greenfield, ACFRE
J.M. Greenfield & Associates - J.M. Greenfield & Associates
Jim Greenfield served as a senior fundraising executive providing leadership at eight major colleges and hospitals in his 50-year career. He also is author and editor of ten books and numerous articles on fundraising management and performance evaluation.Nathan Dietz, PhD
Do Good Institute - University of Maryland - Associate Research Scholar
Nathan Dietz, Ph.D. is a Senior Researcher at the Do Good Institute at the University of Maryland, College Park. His work with DGI focuses on social capital, volunteering, charitable contributions, civic engagement and social entrepreneurship. While working with the Growth in Giving Initiative, he has coauthored two Spotlight reports published by the Giving Institute, sponsors of the annual Giving USA report on American philanthropy.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.Tue, Apr 18, 2023
10:15am - 11:30am
Marketing + Fundraising: A Collaborative Framework That Builds Community & Funding Growth (Presented by Feathr)
Today, people trust corporations more than nonprofits and participation in giving has decreased by 24% in the last two decades. This challenge combined with change as a constant, rising competition, and competing priorities for resources drive many nonprofits to simply opt out of doing marketing. Join this session to explore The Good Marketing framework which decouples fundraising and marketing, while unlocking supporter and funding growth through community-first thinking.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Noah Barnett, PhD
