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
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
No Need for Drano- Learn How to Unclog Your Donor Pipeline Today
Learn how to identify pipeline clogs and the steps to fix them so you smoothly move donors from annual fund to mid-level to major gifts to transformational investments. Participants learn the data they need to identify the clogs and the actions to take to upgrade donors at each level.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
Patton-No Need for Drano- Presentation-v1.pptxSpeakers
Destiney Patton, CFRE, MM
Second Harvest Food Bank of Middle Tennessee - Manager, Donor Relationships
Destiney Patton, CFRE, is the Manager, Donor Relationships for Second Harvest Food Bank of Middle Tennessee. She oversees their robust mid-level giving program and develops the strategy for the Individual Giving Team to maintain a thriving pipeline at each level. In addition to her work at Second Harvest, Destiney leads all fundraising for Girls on the Run of Middle Tennessee as Board Chair and serves as Board President for the AFP Nashville chapter.Sun, Apr 16, 2023
9:00am - 10:15am
We Are All Not Ok – Building Cultures that Support, Heal and Strengthen
The last three years have thrust forward the professional struggles for many, especially women and people of color. Creating cultures that tackle these challenges is hard, intentional work. In this session, we will share strategies and tangible action that supports, heals, and strengthens our workplace, building better cultures for all.
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
WeAreAllNotOk_AWolfe_NGupton_Final.pptx WeAreAllNotOk_A Wolfe_NGupton_Final.pdf ClearIsKind_UnclearIsUnkind_BreneBrown.pdfSpeakers
Natalie Gupton, CFRE, MPA
AgSafe - Vice President and Chief Operating Officer
Natalie is an experienced fundraiser, event planner, grant writer and instructor. In 2017, she found the perfect blend of her personal and professional passions as AgSafe’s Vice President and Chief Operating Officer. Previously, she was a development coordinator for NortonChildren’s Hospital and the United Way of the Bluegrass. Natalie and her husband enjoy their small piece of country life on 2 acres in the heart of Kentucky’s largest city with their daughters.Amy Wolfe, CFRE, MPPA
Mujeres Poderosas - Partner
Amy Wolfe, MPPA, CFRE, is a partner in Mujeres Poderosas, a collaboration of hard-working, determined and passionate women sharing their collective wisdom for the betterment of non-profit organizations. She has nearly twenty years of non-profit development experience. Amy serves on the boards of directors for Ag Innovations, the Modesto Rotary Club, and the League of Women Voters of Stanislaus County. She, her husband, and their daughter enjoy country life in California.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
Handouts
Fundraising Alchemy_The Science and Art of Integrated Campaigns.pdf Broccoli Social Media Superpowers ICON23 Handout.pdf Broccoli Digital Infrastructure Checklist and Resources ICON23 Handout.pdfSpeakers
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
Staff Complacency: The Leadership Blindspot that Demands Attention
Breaking down silos..the other way. It’s time for leadership to understand the horizontal slabs that exist within an organization which result in complacency, lower productivity, and growing frustration from staff. Isolating those outside of the senior management team in a market with already high turnover comes at a significant cost.
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
Gaiptman Mayers - AFP ICON 2023 PDF FILE March 20.pdf Gaiptman Mayers - AFP ICON 2023 PRESENTATION FILE March 20 version.pptxSpeakers
Alexis Gaiptman, CFRE, MBA
Make-A-Wish® Canada - Regional Vice President
Alexis is a Regional Vice President at Make-A-Wish® Canada and has over 18 years experience. Specializing in both legacy and major gifts, strategic planning and operational growth, she has a proven track record in the healthcare, higher education and humanitarian sectors. A lifelong learner, she seeks out positive change and the desire to better our communities. Alexis is the President Elect of the AFP Quebec Board and has recently completed her Executive MBA with McGill-HEC.
Leukemia and Lymphoma Society of Canada - Regional Director, Quebec
Karine Mayers is Regional Director (Quebec) at Leukemia and Lymphoma Society of Canada and has over 12 years of fundraising experience varying from corporate sponsorship, to special events, campaign, major gifts and annual fund. She has worked in healthcare, higher education, and the arts. With a career path that includes human resources before being recruited into the non-for-profit world, she is passionate about making connections, building relationships and creating a positive, supportive work environment.Sun, Apr 16, 2023
9:00am - 10:15am
Managing Up: Turning Your CEO into a Fundraising Rock Star
Empower your apprehensive CEO to become comfortable fundraising. While raising philanthropic dollars is the ultimate goal, in the end we all know it's about relationships. Learn how to coach your CEO to turn these relationships into increased funds. It is easier than you think!
Education Track(s): Relationship Building
Audience: Applied
Handouts
Managing Up ICON 2023.pptx Managing Up ICON 2023.pdfSpeakers
Roselle Ungar, CFRE
Jewish Family Service of Greater New Orleans - Executive Director
Roselle M. Ungar, CFRE is the Executive Director of Jewish Family Service of Greater New Orleans (JFS). Before joining JFS, Roselle served as the Director of Community and Philanthropic Affairs for Crescent Bank. She managed existing and new initiatives. Roselle also owns Strategic Nonprofit Consulting. Roselle, a past president of the New Orleans Chapter, is a graduate of AFP’s Faculty Training Academy and recipient of the New Orleans Chapter of AFP Outstanding Fundraising Professional Award.Sun, Apr 16, 2023
9:00am - 10:15am
The Multicultural Majority: Who They Are and How They Are Changing Fundraising
By 2050, ethnic minorities will become the majority – a shift already registered in the segment between 1-18 years old. As this racial diversification occurs, new philanthropy behaviors emerge. Come hear the latest data a tested strategies that will help you deliver appeals that resonates with multicultural donors.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Ivan Leon, MA
Kerux Group - Kerux Group
Ivan Leon is an accomplished cross-cultural marketing strategist. He leads Kerux Group, a multicultural communications agency that helps nonprofits engage Hispanics with authenticity. He has provided advice and direction to organizations such as Prison Fellowship, CBN, FamilyLife, In Touch, and Renewal Ministries, among others. He also speaks regularly on the topic of audience and donor diversity.Sun, Apr 16, 2023
9:00am - 10:15am
Creating a High-Performance Environment for Major Gifts
In this session, we will learn how emerging fundraising trends are impacting major gifts—and how to handle it. We will discuss recruiting and maintaining a high-performing major gifts team and how to practice strategies that will increase major gifts ROI and will promote inclusion and diversity.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
Nevez - High Performing Major Gifts - Presenting File.pptx Nevez - High Performing Major Gifts - Presentation PDF.pdfSpeakers
Cassie Carter, PhD
Campbell & Company - Vice President, West Region Director
Cassie Carter brings 30 years of experience to her work where she builds a shared understanding how organizational strengths can be leveraged to achieve fundraising success. Cassie was Associate Vice President for Development at Hawaii Pacific University and Cal Poly, San Luis Obispo, and Executive Director of Montana Outdoor Science School. She is chair of Pierce College Foundation and holds a doctoral degree in Teaching and Learning from University of Southern California.Dan Nevez, PhD
Campbell & Company - Vice President, Executive Search
With 30 years of professional experience including retained executive search, Dan has successfully placed over 170 senior executives at regional and national nonprofits and associations. Prior to his work at Campbell & Company, Dan served as principal at a premier national executive search firm and was a museum curator and socio-economic historian. He received his master's degree and completed his doctoral studies at the University of Chicago.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
Handouts
mitchell-facets of advancement services-powerpoint-version1.pptx mitchell-facets of advancement services-handout-version1.pdfSpeakers
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
9:00am - 10:15am
Fundraising Possibilities the Pandemic Taught Us
In 2021, the Greater New Orleans Foundation, with the University of New Orleans Department of Political Science, released The State of Nonprofits in Southeast Louisiana 2021 - Adaptability And Racial Equity in Year One of the COVID-19 Pandemic. Report findings demonstrated a regional gap in nonprofit racial leadership and identified a variety of challenges nonprofit leaders of color encountered as fundraisers for their organizations. The Foundation committed to closing that gap through grantmaking, focused programming, and strategic collaborations. During the same period, the AFP Greater New Orleans Chapter continued their efforts to center inclusion, diversity, equity, and access (IDEA) by hosting several equity-focused programs. Though the Chapter experienced significant financial loss, they committed to offer free programming during the pandemic. As nonprofits in southeastern Louisiana grappled with the long-term impact of the pandemic on fundraising possibilities, the two organizations created a unique partnership to advance IDEA in the fundraising, nonprofit, and philanthropic sectors.
Education Track(s): Relationship Building
Audience: Strategic
Handouts
Fundraising Possibilities the Pandemic Taught Us_Resource_June 2020 Report.pdf Fundraising Possibilities the Pandemic Taught Us_Resource_2021 Report.pdf Fundraising Possibilities the Pandemic Taught Us_Resource_2021 Report Summary.pdf Fundraising Possibilities the Pandemic Taught Us_Handout.pdf Fundraising Possibilities That The Pandemic Taught Us_PPT Presentation.pptx Fundraising Possibilities That The Pandemic Taught Us_PDF Presentation.pdfSpeakers
Devon Turner, MA
Greater New Orleans Foundation - Director of Nonprofit Leadership and Effectiveness
A native of Plaquemines Parish in southeastern Louisiana, Devon R. Turner joined the Greater New Orleans Foundation as Director of Nonprofit Leadership and Effectiveness in July 2022. As Director, Devon manages a spectrum of nonprofit capacity-building programs, leadership and skill development offerings, and special projects at the Foundation. Through thought partnership and program designs informed by a commitment to justice, equity, diversity, and inclusion, she responds to the unique challenges and opportunities nonprofits in theKellie Chavez Greene, MFA
Greater New Orleans Foundation - Vice President for Programs
Kellie Chavez Greene is Vice President for Programs at the Greater New Orleans Foundation. Kellie’s leadership has been instrumental to the Foundation’s positioning as an innovator and civic leader in the pursuit of driving positive impact through philanthropy, leadership, and action in the New Orleans Region. This work includes grantmaking and civic leadership initiatives including Nonprofit Leadership and Effectiveness, New Orleans Works, the Foundation’s Workforce initiative, Environmental programs, Fund for Racial Equity, and Disaster Recovery.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.Natasha Walker, MPA, CAP®
Ellis Marsalis Center for Music - Director of Development and Communications
Natasha Walker joined the Greater New Orleans Foundation in August 2019 as Development Officer. She has held various fundraising roles throughout her career at the Ellis Marsalis Center for Music, the National Center for Civil and Human Rights, and the City of Atlanta’s Mayor’s Office. She serves on the board of AFP, Greater New Orleans Chapter. Natasha holds BA degrees in English and History from North Carolina Wesleyan University and an MPA from The PennsylvaniSun, Apr 16, 2023
9:00am - 10:15am
The Future of Fundraising: Why Philanthropy is in Trouble– and How to Save It
Every single day, potential donors are turned off by arcane or off-putting fundraising methods. In this talk, Lisa Greer sounds the alarm– and discusses the applicable fundraising solutions that will save your nonprofit.
Education Track(s): Relationship Building , Rebels, Renegades and Pioneers
Audience: Strategic
Handouts
AFPICON2023-LisaGreer-TheFutureofFundraising-V3.pptx AFPICON2023-LisaGreer-TheFutureofFundraising-V3.pdfSpeakers
Lisa Greer, MBA
Saving Giving - Author, Philanthropist, Coach, Advisor
Lisa Greer is a fundraising coach, nonprofit changemaker, major donor, and author of the bestselling book "Philanthropy Revolution''. Lisa is on a mission to “Save Giving”. With her help and direction, the nonprofit world will see its donors engaged and energized, their organizations sustainable and with increased impact, and a more honest philanthropic culture that will create a larger and more loyal donor pool.Sun, Apr 16, 2023
9:00am - 10:15am
Because Fundraising Isn’t Challenging Enough – Spanning Recent Global Changes in the Law Impacting Philanthropy
Seriously? A session on legal stuff? Hey - This is the session not to be missed. Not just informative but entertaining too. Our donors live in a world where changes in the law impact their capacity to support our causes and organizations. You’ll walk away with insights and creative strategies. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
AFP-ICON23-Sudol-Ted-Presentation-Handouts.pdf Because-Fundraising-Isn’t-Challenging-Enough-PDF-of-Presenting-File.pdf Because-Fundraising-Isn’t-Challenging-Enough-Presenting-File.pptxSpeakers
Ted Sudol, JD
CARTER - Managing Director
Ted Sudol has regularly addressed AFP ICON attendees with updates on the law’s impact on philanthropy and fundraising. In a career spanning five decades, he’s been a consultant, practitioner, lawyer, and executive within the voluntary, public and private sectors. As Managing Director at CARTER, Ted offers an unparalleled perspective on the challenges and opportunities facing the voluntary sector today. Ted is a graduate of Georgetown and Temple Law School.Sun, Apr 16, 2023
9:00am - 10:15am
Insights From the 2023 Digital Outlook Report – (Presented by Fundraise Up)
The long-awaited “2023 Digital Outlook Report” is here, and it uncovers nonprofit trends in online fundraising and marketing. Join us in this session to get a first look at exclusive data from this year’s report to learn what key new trends organizations are grappling with and how organizations are taking limited budgets and human resources to be successful.
Handouts
Insights From the 2023 Digital Outlook Report.pptxSpeakers
Fundraise Up - Chief Partnerships Officer
Salvatore Salpietro is Chief Partnerships Officer of Fundraise Up, a technology company unlocking the world’s generosity potential by optimizing how people give. He leads nonprofits from understanding the platform through to installation and integration planning. Previously, he served as digital director of the Child Mind Institute as well as a co-founder of the ISEBOX content platform. With a background in both technology and nonprofits, he understands the needs of both and bridges the gap.
Hewitt and Johnston Consultants Inc. - President and Co-Founder, hjc
Michael Johnston is the President and founder of the global fundraising consultancy, Hewitt and Johnston Consultants. He has helped raised over a billion dollars for his clients around the world. He has been a fundraiser for 28 years, and has worked with 100’s of nonprofit organizations in Canada, the U.S., Europe, Latin America, and Asia Pacific. Mike is an expert in fundraising innovation and integration. He is the author of two books: The Fund Raiser's Guide to the Internet (nominated for the 1999 Stanley Robson St. Lawrence Award for Research in Philanthropy) and The Nonprofit Guide to the Internet.Sun, Apr 16, 2023
9:00am - 10:15am
Mid-Level, Sustainer, and Sophisticated Direct Response: How to Adapt to Shifting Donor Expectations (Sponsored by GiveSmart by Community Brands)
For years, consumer and philanthropic trends were considered unique and distinct. This idea limited curiosity around their points of intersection. This session will look at shifts in consumer and donor behaviors. Participants will leave a deeper understanding of practical ways to leverage and expand their audience to increase revenue.
Education Track(s): Securing the Gift
Audience: Strategic
Handouts
Bielat Byers Mid Level Sustainer Presenting File.pptx Bielat Byers Mid Level Sustainer PDF of Presenting File.pdfSpeakers
Pursuant - Executive Vice President, Client Strategy
Jennifer Bielat serves as Executive Vice President, Client Strategy. With more than two decades of experience in the nonprofit sector, Jennifer brings intimate knowledge and understanding of nonprofit management. In her role, she develops strategic solutions to help organizations navigate the opportunities and challenges facing today’s nonprofit organizations. Jennifer’s expertise lies in integrated marketing and communications strategy, comprehensive direct response strategy and execution, digital marketing and fundraising, and nonprofit leadership.Sun, Apr 16, 2023
9:00am - 10:15am
Trends to Diversify Revenue Streams and Raise More Amid Economic Upheaval (Presented by GiveSmart by Community Brands)
Diversifying your fundraising strategy with various revenue streams is crucial to your organization’s sustainability. Most recently, inflation and economic uncertainty present threats to nonprofits’ financial health. How are you protecting your nonprofit from economic upheaval? This session is packed full of industry fundraising trends and real-life ideas on how to diversify your revenue streams to raise more.
Education Track(s): Leadership and Management
Audience: Applied
Handouts
AFP Icon GiveSmart 2023 PDF.pdf AFP Icon 2023 GiveSmart Presenting File.pptxSpeakers
GiveSmart by Community Brands - Product Operations Manager
As a Product Operations Manager, I love to dive into the data and analytics to find the story that it tells. The data does not lie, nor hold any biases, so approaching any project with a clear and defined purpose will allow it to paint the picture which is needed to find the resolution. There is nothing more profound than being able to glean information from a pile of endless spreadsheets.Sun, Apr 16, 2023
9:00am - 10:15am
Shifting the Donor Landscape Paradigm: Strategies to Increase Engagement and Philanthropy among Donors of Color (Sponsored by Fundraising Academy)
This two-part session will allow participants to assess their organization’s diverse constituency landscape and establish a diversity, equity, and inclusion (DEI) action plan to embed into their current fundraising initiatives. In the first half of the session, participants will work in small groups to assess their organization’s DEI goals, shortfalls, and opportunities. The second half of the session is designed to introduce DEI strategies that align with their fundraising plans and priorities. Participants will leave with a tangible action plan they can use to improve their individual donor engagement and the operations within their organization.
Education Track(s): Relationship Building
Audience: Strategic
Handouts
Shifting the Donor Landscape Outline AFP March 20.pptm Action Plan Handout for AFP March 20 2023.docxSpeakers
Alyssia Coates, MA, PhD
Brown University - Senior Director of Development, Inclusive Philanthropic Engagement
Dr. Coates joined Brown University in 2019, and serves as a major gift fundraiser and the academic liaison for the Centers for the Study of Race and Ethnicity in America, and the Study of Slavery and Justice, as well as the Office of Institutional Equity and Diversity at Brown University. She is an active member of Fabulous Female Fundraisers, Women of Color in Fundraising and Philanthropy, the Council for Advancement and Support of Education (CASE),Sun, Apr 16, 2023
9:00am - 10:15am
Amplifying Impact Through Workplace Giving (Presented by Blackbaud)
Workplace giving can be a way to introduce giving and volunteering to potential donors and volunteers. To the uninitiated, they can look like anonymous donors. But like DAF donors, employees who give and volunteer through the workplace are intentional in their giving. For nonprofits they represent people who are interested in the cause, have already decided to give of time or treasure, and therefore represent a strong candidate to develop into a more significant donor. This session will be a panel discussion with a Corporate Social Responsibility executive, a board member from The Blackbaud Giving Fund, and an experienced fundraising executive. This group will discuss how these programs work from the offering to the employee, to funding grants through the DAF, to stewardship and fundraising activities at the nonprofit.
Education Track(s): Relationship Building
Audience: Strategic
Handouts
Blackbaud Giving Fund AFP ICON Presentation Final.pptxSpeakers
Blackbaud - Product Marketing Director
Liz currently serves as Director of Product Marketing and Value Enablement at Blackbaud and has 20 years of experience in developing and launching successful products for the nonprofit sector. Passionate about building capability that enables nonprofit success, Liz has worked closely with hundreds of organizations that manage endowed funds, scholarships, or offer donor-advised funds. She brings a deep operational understanding of the management of DAFs, endowments, and other restricted funds.Tycely Williams, CFRE, Executive Master's, Certificate in Philanthropic Psychology
Bipartisan Policy Center - Chief Development Officer
Over the past twenty-five years, Tycely has inspired investments of more than $150 million dollars for social good. She currently serves as Chief Development Officer for The Bipartisan Policy Center. Additionally, she leads the AFP global Inclusion, Diversity, Equity, and Access Committee; chairs the governing boards of three organizations, and teaches Fundraising and Leadership at The Pennsylvania State University. Tycely is a Certified Fundraising Executive and holds an Executive Master’s in Leadership from Georgetown 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
Handouts
conflict self-assessment- updated.pdf AFPICON2023-Uncomfortable_Conversations_VFC.pptxSpeakers
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
Fundraising Innovation: How Canadian Organizations are Leading the Way
See leading examples of fundraising innovation from north of the border to include innovative social enterprise, and social finance models, corporate partnerships, collaborative foundation models, cause marketing campaigns and more. This session will present real-world Canadian examples, explain the key principles leveraged by these organizations and highlight fundraising results/success.
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
AFPICON2023-Deck-Apr2023.pptxSpeakers
Bespoke Social Profit Solutions - Principal and Chief Vision Officer
Jolene Livingston is the founder of Bespoke Social Profit Solutions, which focuses on strategic planning, marketing and communication, and enterprise feasibility alongside fundraising. Before starting Bespoke Jolene spent a decade on the Development Leadership Team at the University of Calgary, delivering a $100M+ annual fundraising strategy. She designed and delivered campaigns for the $60M Schulich School of Engineering’s expansion, the $40M Taylor Family Institute for Teaching and Learning and the $25M Werklund School of Education.Jeni Piepgrass, CFRE
Glenbow Museum - VP, Advancement
Jeni is an experienced Fund Development professional with over 16 years of experience as a leader in the non-profit sector. Before taking on the VP, Advancement Role to lead the $175m Glenbow Reimagined Campaign in 2021, Jeni served as the Director of Development at Glenbow. Prior to joining the Glenbow team, she was National Director of Development for Windmill Microlending, where she led an innovative philanthropy and impact investment program.Sun, Apr 16, 2023
10:45am - 12:00pm
The Art of Collaboration
Wondering how to elevate IDEA in your organization? Become a collaborate workplace! In this session, Lisa Stueckemann, CFRE, with 15 years of nonprofit fundraising and leadership experience provides proven ways to incorporate collaboration and integrate IDEA even if it isn’t happening today.
Education Track(s): Leadership and Management
Audience: Applied
Handouts
AFPICON2023-Collaboration-LStueckemann.pptxSpeakers
Lisa Stueckemann, CFRE, MNA
New Life Solutions - Vice President of Philanthropy
Lisa Stueckemann, MNA, CFRE, is the VP of Philanthropy at New Life Solutions on the West Coast of Florida. Her BFA in theatre from the University of Cincinnati and MNA from North Park University provide a unique and creative lens to her fundraising strategy and leadership style. Lisa is a member of AFP Tampa Bay serving in the Mentor-Protege Program and as a facilitator for their Leadership Affinity Group.Sun, Apr 16, 2023
10:45am - 12:00pm
A Tale of Two Campaigns...and How the One that Failed Led Us to Future Success!
Nobody is ever happy to fail...especially in their first capital campaign, but, I did. I'll share what went wrong, and how it better prepared my team to exceed our goal a few years later. You'll also get the key ingredients necessary to help YOU achieve success the first time around.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
ICON 2023 Mark Chilutti A Tale of Two Campaigns slides.pptx ICON 2023 Mark Chilutti A Tale of Two Campaigns pdf.pdf ICON 2023 Mark Chilutti A Tale of Two Campaigns Handout 2.pdf ICON 2023 Mark Chilutti A Tale of Two Campaigns Handout 1.pdfSpeakers
Mark Chilutti, CFRE
Magee Rehab Hospital Foundation - Assistant Vice President of Development
Mark Chilutti has raised over $30 million to improve the quality of life of individuals with disabilities during his 20+ year career at Magee Rehab Hospital in Philadelphia. His specialties are major and planned giving, and donor stewardship. He has presented frequently for many AFP chapters, at AFP ICON, AFP Spotlight Sessions, and on AFP global webinars. Mark is an Eagle Scout and a former wheelchair tennis player living with a spinal cord injury.Sun, Apr 16, 2023
10:45am - 12:00pm
Facing The Dementia Dilemma Together: Collaboration between Charitable Gift Planners and Financial Planners
Financial planners and charitable gift planners have a lot in common. We serve our donors and clients by adhering to national standards, codes of ethics, and a donor bill of rights. What we have yet to do though is serve our donors and clients as collaborative agents for good.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Handouts
Facing Dementia-PDF of Presenting File 3.20.23.pdf Facing Dementia -FINAL 3.20.23.pptxSpeakers
Robert Hofmann, CFRE, MA
University of Minnesota Duluth - Senior Development Officer
Robert Hofmann, MA, CFRE works at the University of Minnesota Duluth (UMD) as a Senior Development Officer. At UMD he has raised more than $22M for student scholarships and programs. For more than eight years, Mr. Hofmann has co-led a cohort of professional fundraisers and researchers who strive to address the ethical and moral dilemma fundraisers face with an increase of dementia among faithful donors. Robert and his wife Kathleen live in Hermantown, Minnesota.Sun, Apr 16, 2023
10:45am - 12:00pm
An Introduction to Latinx Fundraising
The Latinx population at almost 20% of the population is largely unengaged in giving, fundraising and nonprofits. How do we reverse this historic and chronic trend at your organization? Stop walking past great donor and learn to engage them.
Education Track(s): Relationship Building
Audience: Strategic
Handouts
Latinx Philanthropy AFP ICON 2023.pptxSpeakers
Armando Zumaya, 36 years
Somos El Poder - Founder
Armando Enrique Zumaya A Chief Development Officer, Director of Major Gifts, Annual Fund Officer throughout his career. He is noted as an expert on Major GIfts Prospecting, Latinx Philanthropy and Fundraising, Cold Calling for Development Officer and Diversity in the Nonprofit world. He speaks and is published internationally. He is the founder of Somos El Poder. the first Latinx fundraising institute in the USSun, Apr 16, 2023
10:45am - 12:00pm
Getting Your ~$30: Maximizing the Potential of Your Volunteers
Come learn how you can maximize the nearly $30/hr we save due to our volunteers, while providing a meaningful experience. If you are looking to enhance or build your volunteer program, this is the session for you!
Education Track(s): Volunteer Involvement
Audience: Applied
Handouts
AFP ICON Maximizing Volunteers.pptxSpeakers
Adrienne McDade Taylor, CFRE, MA, MBA
Skystone Partners - Senior Consultant
Adrienne Taylor is a Sr. Consultant at Skystone Partners. Adrienne started her career in fundraising through the AFP-Greater Cincinnati Chapter’s diversity program, New Faces of Fundraising, and now serves on the leadership team. She is the 2023 Greater Cincinnati Chapter President and AFP Global Board Member. Her commitment to IDEA is what keeps her actively engaged with AFP. She is a proud mom, wife, member of Kaleidoscope Investment Group and loves theatrical makeup.Sun, Apr 16, 2023
10:45am - 12:00pm
Transitioning Crisis Donors to Mission Donors
During the peak of the racial uprising in 2020, the Detroit Justice Center went from an organization with 300 donors to nearly 20,000 overnight. Donors from across the world were responding to the racial justice crisis. But, what would shift them to long-term investment in a movement?
Education Track(s): Relationship Building
Audience: Applied
Handouts
Presenting File.pptx PDF of presenting file.pdfSpeakers
Douglas Manigault III, CFRE, MSW
State Innovation Exchange - Vice President of Development
Douglas Manigault III (he/him) has nearly a decade of experience as a movement-focused fundraiser and currently serves as the Vice President of Development at State Innovation Exchange (SiX). In this role, Douglas develops strategies for long-term philanthropic partnerships, provides thought-leadership to the agency regarding effective donor engagement, and manages individual and institutional relationships as a leader on the Development Team at SiX.
Detroit Justice Center - Associate Development Director
Lejla Bajgoric serves as DJC’s Associate Director of Development. She’s deeply passionate about the role fundraising can play in mobilizing community and building power for grassroots movements. Lejla has supported arts & culture and social justice spaces in greater Detroit, including the Arab American National Museum and Muslim Anti-Racism Collaborative. She was a 2020 Racial Equity Fellow with the Detroit Equity Action Lab, a program of the Damon J. Keith Center for Civil Rights.Regina Sharma, MA
Detroit Justice Center - Development Director
Regina Sharma (she/her) is the founding Development Director for the Detroit Justice Center. A proud Detroiter with over twenty years of experience as a development professional, Regina has dedicated her career to fundraising for organizations she sees as integral to building a thriving community for all Detroiters, including serving in leadership roles at Henry Ford Health, Wayne State University, and as a founding staff member for the Detroit Public Schools Foundation.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
Handouts
2023 AFP ICON Education Session Deck.pptxSpeakers
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
10:45am - 12:00pm
Donor Pet Peeves and How to Address Them (Presented by Salesforce)
In this interactive and fun session, we will discuss common fundraiser and donor pet peeves and how we can address them. Share and learn how we can delight donors by avoiding some of their common frustrations
Education Track(s): Securing the Gift
Audience: Strategic
Handouts
Fundraising-Pet-Peeves.pdfSpeakers
Salesforce.org - Sr. Product Marketing Manager
Mia Rodrigues is a marketing professional at Salesforce where she works on Fundraising solutions for Nonprofits. Previously, she worked for the World Bank and ran her own education non-profit. Mia studied economics at Columbia University and got her MBA from the Wharton School. She lives in the Bay Area, California with her family and enjoys pop culture news and a good cup of tea.
Salesforce.org - Principal Solution Engineer
Nicole Adair has worked at the intersection of nonprofits and technology for more than 20 years. As a Principal Solution Engineer at Salesforce, she helps nonprofit leaders align technology to drive their strategy and power their missions. Before joining Salesforce, Nicole was a non-profit leader for both the American Red Cross and United Way. She led teams responsible for fundraising, marketing and operations.Sun, Apr 16, 2023
10:45am - 12:00pm
Establish, Grow or Reignite Gift Planning in Your Organization (Presented by Catapult Fundraising, Inc. )
Who are our best planned giving prospects? Why planned giving when we need cash in the door now? Where do we even start? Join Jeff for answers to these questions! Planned gifts ensure the future of your organization, so develop a thriving program TODAY that will lead to prosperity tomorrow.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
Jeff Grandy - 2023 AFP ICON - Establish Grow or Reignite PG.pptx AFP ICON 4 Pillars of Social Media Engagement for Fundraisers Julia Campbell Josh Hirsch.pdfSpeakers
Jeff Grandy, M.Ed
Catapult Fundraising, Inc. - Associate Vice President
Jeff Grandy has over a decade of experience and currently leads the Catapult team across the Greater Gulf Coast. Jeff’s held leadership positions at Vegas PBS, University of Nevada, Las Vegas, and St. Jude’s Ranch for Children. He is an Instructor with the UNLV Non-Profit Management and Fundraising Certificate programs and a Fundraising Operations Mentor for the Center of Philanthropy and Non-Profit Leadership at Rice University. He is a board member of AFP Las Vegas.Sun, Apr 16, 2023
10:45am - 12:00pm
Are your leaders leading fundraising?
New research findings about the CEO and Board Chair relationship that can support and drive fundraising in your organisation will be presented and discussed. Current leaders and fundraisers who are aspiring leaders will learn of recommendations for better fundraising, reflecting on leadership styles and fundraising leadership models. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
Scott - Leaders leading FR v1.pptx Scott - Leaders leading FR v1.pdf Scott - Leaders leading FR Handout.pdfSpeakers
Margaret Scott, CFRE, MBA, MBus(Research)
Margaret Scott & Associates - Director
Margaret Scott FFIA CFRE (Ret.), is a fundraising leader, Board member and researcher. Margaret is highly regarded in Australia and internationally and sought after as a presenter, mentor and guide to individuals and organisations wanting to raise more funds and develop their Board and organisational leadership. Margaret’s focus on fundraising leadership has culminated in PhD studies illuminating the special relationship between CEOs and Board Chairs and the role of Boards in supporting and driving fundraising.Sun, Apr 16, 2023
10:45am - 12:00pm
Design Fresh Messaging: How to get the best thinking out of your development team
What if one month from now, your development team had an energizing, creative case for support? In this hands-on workshop, you’ll learn strength-based design thinking to spark donor-centric ideation, compelling messaging and fresh ideas. Experience a powerful SOAR framework – Strengths, Opportunities, Aspirations, Results - to take back to your team. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Handouts
HendrenHickey Design Fresh Messaging Presenting File Version 2.pptx HendrenHickey Design Fresh Messaging Presenting File Version 2.pdf HendrenHickey Design Fresh Messaging Handout Version 1.pdfSpeakers
Lieve Hendren, CFRE, CFRE, SHRM-CP
Alford Group - Consultant
Lieve Hendren, CFRE, SHRM-CP, has a decade of experience in strategy consulting. Lieve brings a human-centered approach to organizational strategy and complex fundraising campaigns. She helps leaders clarify bold visions, inspire donors, and foster a values-based organizational culture. Lieve has worked with and volunteered for nonprofits of all shapes and sizes, including Clean Energy Trust, The Coastal Community Foundation and The Rockefeller Foundation. Lieve also worked with for-profit clients like McDonald’s and Coca-Cola.Mariah Fosnight, CFRE, CFRE, MBA, MID
Alford Group - Consultant
Mariah Fosnight, MID, MBA, CFRE, is an expert in organizational design. Prior to Alford Group, Mariah worked at The Pittsburgh Foundation where she supported philanthropic initiatives and propelled innovative tactics for maximizing donor cultivation and stewardship. She has pursued advanced education and specialized training in project management, data visualization, writing and editing, strategic planning and donor-centric fundraising. She enjoys improving processes, maintaining data integrity and empowering teams to manage results and accomplish their goals.Sun, Apr 16, 2023
10:45am - 12:00pm
It Starts With a Big IDEA: Values Alignment in Fundraising
Many fundraisers are looking for practical ways to integrate IDEA principles into their fundraising programs. In this session, The Osborne Group and the ACLU will use their partnership as a case study to share key learnings and a framework for how to move from vision to implementation. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
American Civil Liberties Union (ACLU) - Director of Nationwide Development Resources
Donna Leonard has over a decade of experience in the nonprofit sector helping organizations mobilize resources to make bold, transformative change. Currently, she is the director of Nationwide Development Resources at the ACLU, overseeing a team that drives an integrated, strategic, and highly collaborative nationwide major gifts fundraising model. The first of its kind, the unit leverages data analytics, prospect development, capacity building, and learning across 54 affiliates and the national office of the ACLU.
The Osborne Group - Senior Philanthropy Advisor
Laurel brings over 20 years of experience to her work with The Osborne Group. Laurel works closely with clients on topics including donor engagement, development operations, board development, and more. In addition to well-received workshops for national organizations, universities, and others, Laurel has presented at AFP ICON, CASE-NAIS, and AFP Congress. Prior to joining TOG, Laurel worked with Big Brothers Big Sisters of America where she coordinated capacity-building support to agencies across the country.
The Osborne Group, Inc. - Principal
Robert brings more than 25 years of experience to The Osborne Group team. A well-known and sought-after international speaker and workshop leader, Robert works with all types of organizations and all sizes. He has conducted well-received and highly rated workshops and keynote addresses for the International Fundraising Congress, AFP, the Association of Healthcare Philanthropy, APRA, ADRP, the International Fundraising Festival, the Fundraising Institute of New Zealand, and many others.Sun, Apr 16, 2023
10:45am - 12:00pm
The Secrets of Successful Succession Planning (Sponsored by Lindauer)
Planning to be replaced is not an area many leaders consider. It is essential today to create a transition strategy, leveraging organizational strengths and preparing for change. In this session, we will share tales of succession success, offer tangible lessons learned, and highlight how the process creates access and equity. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
TheSecretsofSuccessfulSuccessionPlanning_MBaker_MMoorePryor_A.Wolfe.pptxSpeakers
St. Frances College - Chief Engagement and External Affairs Officer
Monique Moore Pryor, Esq., is an inspirational, results-oriented diversity executive with over 20 years of experience in fostering diverse, equitable, accessible, and inclusive organizations. An entrepreneur and journalist, Pryor co-founded Moms Extraordinaire, Inc., a multimedia company geared toward working mothers. Outside of work, she is a committed community activist, focusing on organizations that promote economic growth, affordable housing, and micro-city developments. She is married with two daughters and lives in New Jersey.Michael Baker, CFRE
m3 Development - Partner & Founder
Michael J. Baker, CFRE, is a founder and partner of m3 Development, a full-service consulting firm working with non-profits and foundations. His leadership of the firm and consulting efforts has led to a great deal of success for m3 Development clients. Prior to m3 Development, Michael worked with the American Cancer Society, National Hemophilia Foundation and Boy Scouts of America. Michael has over 25 years of experience in the field of philanthropy and non-profitsAmy Wolfe, CFRE, MPPA
Mujeres Poderosas - Partner
Amy Wolfe, MPPA, CFRE, is a partner in Mujeres Poderosas, a collaboration of hard-working, determined and passionate women sharing their collective wisdom for the betterment of non-profit organizations. She has nearly twenty years of non-profit development experience. Amy serves on the boards of directors for Ag Innovations, the Modesto Rotary Club, and the League of Women Voters of Stanislaus County. She, her husband, and their daughter enjoy country life in California.Sun, Apr 16, 2023
10:45am - 11:30am
Six Key Factors for Optimizing Healthcare Philanthropy
This presentation explores six facets of a healthy referral-based medical philanthropy program, with real-world examples from organizational leaders who have driven a process of culture change at their organizations. Examine your own opportunities to elevate the service you provide to your community in this dynamic session.
Education Track(s): Leadership and Management , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Strategic
Speakers
Jared Langkilde, MBA
Honor Health Foundation - President and CEO
Jared Langkilde is a passionate and effective advocate for the role of philanthropy in transforming healthcare. He joined HonorHealth Foundation as president and CEO in 2018, leading the organization with a clear focus on its mission for finding cures, saving lives and transforming healthcare. Under his leadership, HonorHealth Foundation has consistently increased its annual philanthropic support for HonorHealth, a six-hospital system serving the metro Phoenix region.
Advancement Resources - Senior Vice President
With over 4 decades of experience in a wide range of development leadership positions, Mark has worked with leaders in healthcare, higher education, arts, human services, and faith-based institutions to help organizations prepare and take steps towards the next level of growth. He is active in various fundraising professional organizations, community nonprofits, and boards.
UT Health San Antonio - Vice President for Development and CDO
Anamaria Repetti is Vice President and Chief Development Officer at UT Health San Antonio. Anamaria has more than 25 years of experience in healthcare and higher education fundraising, most recently serving as the Managing Senior Executive Director of Development at UC San Diego, where she developed and implemented a national fundraising program in support of UCSD’s recently completed $3 Billion Campaign for UC San Diego, including recruiting and managing a 50-member national campaign cabinet.
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.Sun, Apr 16, 2023
11:15am - 11:45am
What is Good Marketing? A Primer with Feathr (Learning Lab)
Looking to unlock more from your marketing? Join us to discover how Feathr helps you run highly targeted campaigns across multiple digital channels, analyze data, and optimize results in real-time. You'll see first hand examples from other nonprofits on how Feathr's Good Marketing Platform helps them increase engagement, drive conversions, and generate more revenue.
Handouts
Barnett - Good Marketing - PDF - Version 1.pdf Barnett - Good Marketing - Slides - Version 1.pptxSpeakers
Noah Barnett, PhD
Feathr - VP of Feathr
Noah Barnett is a veteran nonprofit fundraising and marketing professional. Currently, he serves as the VP of Marketing at Feathr, the digital marketing platform built to help nonprofits create more engaging digital experiences and expand their impact. Previously, Noah spent over a decade in nonprofit fundraising and marketing leadership roles, most recently as the CMO at Virtuous, and previously at CauseVox, World Help, HubSpot, and The Adventure Project.Sun, Apr 16, 2023
11:15am - 11:45am
Are You Fit to Fundraise? Transforming Your Donation Form for Greater Giving (Learning Lab)
Are you looking to boost your fundraising efforts, bring in more donations, and better support your mission? The solution could be simpler than you think - transforming your online donation form! A well-designed form builds donor trust, improves the donor experience, and makes donating fast and easy, leading to increased gifts. In this interactive session, Donorbox experts will discuss the key elements of a successful donation form through a comprehensive “donation form fitness test.” You’ll leave with several actionable tips and the knowledge to get your form into shape, helping you raise more funds for your cause.
Handouts
Jena Lynch - PDF of Presenting File.pdf Jena Lynch - Handout.pdfSpeakers
Donorbox - Nonprofit Advocate
As the Nonprofit Advocate at Donorbox, Jena works to help nonprofits make a bigger impact through education, resources, & fundraising tools. She brings several years of experience working in development with a focus on volunteer management, peer-to-peer fundraising, community engagement, & in-kind donations. Jena has led many webinars on effective fundraising for nonprofits, including Donorbox’s Powerup: Fundraising Bootcamp and at the Nonprofit Marketing Summit.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
Handouts
Bechard - Accelerate Mission Impact with Microsoft Cloud for Nonprofit - Presentation - v1.pptxSpeakers
Sun, Apr 16, 2023
12:00pm - 12:30pm
Why America Gives: Insights from 1,000 Donors (Learning Lab)
In 2022, the country faced an international humanitarian conflict, controversial legislative changes, devastating natural disasters and 40-year-high inflation rates. At the same time, giving is being defined in new ways. This session, we will explore what this means for your organization while breaking down the insights from Classy's latest Why America Gives report, which surveyed 1,000 donors to understand their motivations and how the macroclimate is shifting their giving. We'll uncover what makes someone loyal to your organization and how the evolving definition of giving outside of traditional philanthropic models affect donor behavior with nonprofits.
Handouts
AFPICON2023-WAG-Krista.pptx.pdf WAG-Krista.pptxSpeakers
Classy - Sr. Director, Brand, Events & Communication
Krista Lamp is the Senior Director of Brand, Events, + Communication for Classy, a GoFundMe affiliate and Public Benefit Corporation that enables nonprofits to connect supporters with the causes they care about. Classy's giving platform provides powerful fundraising tools so nonprofits can convert and retain donors. Since 2011, Classy has helped nonprofits raise over $5 billion. Previously, Krista spent 10+ years at some of the nation’s top public relations agencies.Sun, Apr 16, 2023
12:45pm - 1:00pm
Social Media and Donor Gratitude - a Perfect Match! (Learning Lab)
You don't need a plaque on the wall or a recognition society to make your donors happy. You can recognize and engage your generous folks using social media. Join Lynne as we discuss what donors benefit most from social media recognition and how you can implement simple tips to take your donor gratitude onto the next dimension online.
Speakers
Donor Relations Guru LLC - Founder and Principal
Lynne is well known resource for donor relations and fundraising expertise. She has published four books and been featured in industry publications. Lynne’s philosophy is the goal of any great fundraising operation is to use strategic communications and interactions to foster the relationship between the organization and its donors. Using her expertise and hands on approach, she works with organizations to help them keep their focus donor driven, technologically savvy, and strategic.Sun, Apr 16, 2023
1:00pm - 1:15pm
Tips & Tools to Maximize Social Media for Your Nonprofit (Learning Lab)
Anyone familiar with using social media for nonprofits knows there are both challenges and advantages. Fortunately, there are tools and resources available for nonprofits on social media. In this high-paced and energetic session, true to form, Josh Hirsch will share some of his favorite tools that every nonprofit communication professional should have at the ready.
Speakers
Josh Hirsch, MS
Barlele - Digital Communications Consultant
Josh Hirsch has worked in the nonprofit sector since 2006 with a focus on educational philanthropy for both public charter and independent private schools. 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.Sun, Apr 16, 2023
3:15pm - 3:45pm
Easy to Love: Making it Simple for Your Donors to Give (Learning Lab)
Are you making it easy for your donor to give their support? In this lesson we’ll look at the options available for your donor to make single and recurring contributions, updating your payment choices to include things like Apple Pay, Venmo, PayPal, Google Pay, ACH, credit card swipers, and Text 2 Give. We’ll also show you how to get to know your donors better with tools like surveys, customizable online donation forms, and a donor portal.
Handouts
Easy to Love.pptxSpeakers
Kimberly Perron, MBA
Sun, Apr 16, 2023
3:15pm - 3:45pm
Preparing for the Next Level of Growth (Learning Lab)
How do you strengthen donor relationships that allow you to engage personally and at scale? This session will help you understand how your donor base is interacting with your organization, and what kind of fundraising efforts garner the most engagement, so you can facilitate deeper, more meaningful interactions. Classy and Salesforce will discuss how powerful technologies, including AI and automation, and the right donor journey help you maximize giving and advance your mission.
Speakers
Salesforce.org - Principal Solution Engineer
Nicole Adair has worked at the intersection of nonprofits and technology for more than 20 years. As a Principal Solution Engineer at Salesforce, she helps nonprofit leaders align technology to drive their strategy and power their missions. Before joining Salesforce, Nicole was a non-profit leader for both the American Red Cross and United Way. She led teams responsible for fundraising, marketing and operations.Sun, Apr 16, 2023
4:00pm - 5:15pm
Digging for Gems: Using Portfolio Reviews and Donor Research to Get to the “YES!”
“Analysis Paralysis” can strike even the most seasoned fundraiser. Learn ways to use research to help manage portfolios to spend more time out of spreadsheets and still have a life outside of work! This interactive session will help you make informed decisions while finding new efficiencies to raise more money.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Handouts
5312-Upham-AFPICON2023-Digging for Gems-handout1-v1.pdf 5312-Upham-AFPICON2023-Digging for Gems-handout2-v1.pdf 5312-Upham-AFPICON2023-Digging for Gems-handout3-v1.pdf 5312-Upham-AFPICON2023-Digging for Gems-presentation-v1.pdf 5312-Upham-AFPICON2023-Digging for Gems-presentation-v1.pptxSpeakers
Julie Upham, CFRE
Conservation International - Vice President, Individual Giving
Julie Naranjo Upham is the VP, Individual Giving at Conservation International. She oversees more than $60M in revenue through the annual, major, and principal giving teams. She has lead CI's Special Events program and their global Business Councils. In addition to her CI experience, she lead the National MS Society's Major and Planned giving teams and has an MPA in Nonprofit Management. She is a mom of three, AFP-DC Board member, and an avid triathlete.
National MS Society - VP, Individual and Foundation Giving
Taylor McMillan is the VP, Individual Giving & Foundation Relations for the National MS Society. She is a member of the Leadership team that oversees $180M annually and her team of 25 raises more than $50M through midlevel, major, planned, and foundation giving. Prior to this role, Taylor lead all fundraising efforts for the Society's South Central region. She is a mom of two boys, an active mentor of fellow fundraisers, and a travel lover.Sun, Apr 16, 2023
4:00pm - 5:15pm
Obstacle schmobstacle! How to go over, under, around, and through to get your YES!
Come ready to play some games to hone your skills to get the elusive YES. Actor, playwright, and fundraiser B. Michael McFarland will lead you through tried and true theatre games to tap your inner actor so you never need fear an ask meeting and get more Yeses!
Education Track(s): Securing the Gift
Audience: Applied
Handouts
McFarland-AFPICON2023-ObstacleSchmobstacle-SingleSlides-Handout.pdf McFarland-AFPICON2023-ObstacleSchmobstacle-Presentation.pptx McFarland-AFPICON2023-ObstacleSchmobstacle-3SlidesNotes-Handout.pdfSpeakers
HomeFirst Services - Chief Development Officer
An openly gay professional fundraiser with 30 years of experience working almost exclusively in one-person and small shops, B. Michael McFarland has extensive experience in annual giving, major giving, foundation giving, corporate relations, special events, communications, capital campaigns, strategic planning, creating development plans, board relations, and more. Over the course of his career, he has raised in excess of $50 million for small and medium-sized organizations.Sun, Apr 16, 2023
4:00pm - 5:15pm
Elevate your next Event with a Phenomenal Guest Experience
Events are like any business, toiling in the battlefield of consumer attention. We’ll breakdown how to elevate the event experience for your constituents. A great event starts with a unique concept and inspiring brand, we will cover the buildup, on-site experience and post event engagement to ensure a solid return.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Beyond Fundraising Inc - CEO, Chief Experience Officer
A former in-house event planner for some of Canada’s largest charity organizations, including SickKids Foundation and Canadian Cancer Society; I am a passionate, award-winning event producer, host of the podcast - Real Talk for the Non-Profit Event Pro, marketing and fundraising expert, entrepreneur, author and speaker. Following my passion for creating life changing events, I founded Beyond Fundraising Inc. to ensure non-profit organizations nation-wide had a loud and meaningful marketing and event voice.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
Handouts
Presenting-file-DontJudgeABookByItsCover.pptx PDF-of-presenting-file-DontJudgeABookByItsCover.pdfSpeakers
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
Governance as Leadership: A Guide to a Generative Thinking Board
Based on literature from authors Richard Chait and Cathy Trower, the session will explore factors of board composition, leadership, recruitment, orientation, and education and their role a governance as leadership model to offer immediate action items, an understanding of Generative Thinking and real world examples of barriers and successes.
Education Track(s): Volunteer Involvement
Audience: Strategic
Handouts
AFPICON2023-Fink Generative Thinking Board handouts.pdf AFPICON2023-Fink Generative Thinking Presenting File.pptxSpeakers
Julie Fink, CFRE, MA
Jefferson Health Foundation - New Jersey - Director of Development
Julie Fink is a seventeen-year veteran in nonprofit with experience in healthcare and social services. She currently is the Director of Development for Jefferson Health Foundation New Jersey. She serves as president of her local AFP chapter and a board member of an animal assisted canine therapy nonprofit. She holds her bachelors in communications from Rider University, her masters in nonprofit management and philanthropy from Bay Path University and is a certified fundraising executive (CFRE).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
Handouts
Faith and Fundraising AFP ICON 2023 widescreen.pdf Faith and Fundraising AFP ICON 2023 widescreen.pdfSpeakers
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
Handouts
Ackerman Sager Gardner - Inclusive Philanthropy - PPT presentation for AFP ICON 2023.pptx Ackerman Sager Gardner - Inclusive Philanthropy - PDF presentation for AFP ICON 2023.pdf Ackerman Sager Gardner - Inclusive Philanthropy - Handout 2 of 2 for AFP ICON 2023.pdf Ackerman Sager Gardner - Inclusive Philanthropy - Handout 1 of 2 for AFP ICON 2023.pdfSpeakers
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
Meet Today’s Donors: How Self-Curated Giving Experiences Are Transforming Fundraising
The pandemic created a 24/7 on-demand, when “I want it” world. New research shows “frictionless” philanthropy matters to donors. Let’s explore how to make “ease and choice” central to giving; why it matters, what motivates donors, and their expectations. We’ll share case studies that transformed fundraising ease, self-curation, and personalization.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
Meet Todays Donors_2023_FINAL.pptxSpeakers
OneCause - VP Marketing
Kelly Velasquez-Hague has more than 20 years of fundraising, nonprofit management, and marketing experience. Prior to starting her career in fundraising technology, Kelly worked in the nonprofit sector as a Development Director and Event Coordinator. Kelly is passionate about empowering great missions and helping nonprofits reach new donors and raise more funds for their cause.Sun, Apr 16, 2023
4:00pm - 5:15pm
Being A Black Male In Fundraising-The Conversation Continues
I’d rather not work with “that” person. I don’t have a problem with him, but… These are things that have been said about Black Men in Fundraising. This will be a safe space to talk about real situations and the outcomes. This session is open to everyone that has experienced racism as well as anyone willing and wanting to learn how to be more aware of those situations. Come with an open mind and be ready to listen and share!
Education Track(s): Relationship Building
Audience: Applied
Handouts
Being A Black Male In Fundraising.pdfSpeakers
Albright College - Development Officer
Andre Ezeugwu is currently the Founder and CEO of the advertising agency Ifodige Media Group. Over the past 13 years, Andre has worked for Beasley Media Group, Urban one, Emmis Communications, and Albright College. Helping people succeed and creating opportunities that remove as many obstacles as possible for them to achieve their goals educationally, financially, and economically is Andre's life passion and overall desire for his work.
Change Happens - Director of Development
Marcus Brewer, a native Houstonian, has been Blessed to work in the fund and people-raising space for over 15 years. Much of his experience in fundraising has been in small shops where he’s worn many hats. His experience includes foundation relations, corporate relations, strategic partnerships, government relations, marketing, admissions, and a few more. He currently serves as Director of Development for Change Happens in Houston, TX, whose mission is to “Help people empower themselves.”Ken Miller, CFRE
Denali FSP, LLC - President
A dynamic trainer, speaker and consultant, Ken Miller, CFRE is the president of Denali Fundraising & Grant Consultants, a nonprofit fundraising consultancy he founded in 2014 after a long career in development. Ken was awarded his Certified Fund-Raising Executive (CFRE) designation in 2016 and received his AFP Certified Master Trainer (CMT) certificate in 2017. In 2020 he was awarded the Outstanding Professional in Philanthropy by the AFP Alaska Chapter.Juan McGruder, PhD
Sun, Apr 16, 2023
4:00pm - 4:30pm
The State of Nonprofit Marketing & Its Impact on Fundraising Success (Learning Lab)
Looking to unlock more from your marketing? Join us to discover how Feathr helps you run highly targeted campaigns across multiple digital channels, analyze data, and optimize results in real-time. You'll see first hand examples from other nonprofits on how Feathr's Good Marketing Platform helps them increase engagement, drive conversions, and generate more revenue.
Handouts
Barnett - State of Nonprofit Marketing - Slides - Version 1.pptx Barnett - State of Nonprofit Marketing - PDF - Version 1.pdfSpeakers
Noah Barnett, PhD
Feathr - VP of Feathr
Noah Barnett is a veteran nonprofit fundraising and marketing professional. Currently, he serves as the VP of Marketing at Feathr, the digital marketing platform built to help nonprofits create more engaging digital experiences and expand their impact. Previously, Noah spent over a decade in nonprofit fundraising and marketing leadership roles, most recently as the CMO at Virtuous, and previously at CauseVox, World Help, HubSpot, and The Adventure Project.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
Handouts
AFPICON2023-MentalLoadofMotherhood.pdfSpeakers
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 - 5:00pm
The A – Z of Becoming a CFRE (Learning Lab)
Is it worth it? What are the tangible benefits? Is the test difficult? this interactive session to learn everything you ever wanted to know about the Certified Fund Raising Executive (CFRE) credential. We’ll answer your questions plus dive into the eligibility requirements, application tips, and all things related to the CFRE Exam. You’ll leave the session with a clear understanding of how to earn the CFRE.
Education Track(s): Ethics, Accountability and Professionalism
Handouts
The A - Z of Becoming a CFRE - AFP ICON - April 16 2023 - PRESENTING FILE.pptx The A - Z of Becoming a CFRE - AFP ICON - Apr 16 2023 PDF OF PRESENTING FILE.pptxSpeakers
Ashley Gatewood, MBA, PCM
CFRE International - Communications & Marketing Director
Based in Tucson, Arizona, Ashley has been with CFRE International since January 2018. Previously, she was the events and marketing manager at the Fundraising Institute of New Zealand, where she helped bring world-class fundraising programming to the country. She has more than 15 years’ experience in nonprofits and trade associations. Ashley is on a life question to visit 100 countries and, hopefully, become fluent in French.Sun, Apr 16, 2023
4:00pm - 5:15pm
Building Pipeline Through Engagement
This panel discussion features experts in clinician engagement who will describe how they started from scratch, selected clinician champions and equipped them for success. Presenters will also describe how their strategic approach to events and major gifts has helped to propel their success.
Education Track(s): Relationship Building , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Applied
Speakers
Piedmont Healthcare Foundation - Program Director, Finance and Operations
Trey Joyner joined the Piedmont Healthcare Foundation team in February 2016. With over 15 years of operations and financial program oversight, he provides a keen oversight of philanthropic gifts for the Piedmont Healthcare serving as financial liaison to corporate Finance, executive officers, and system/hospital leadership. Additionally, Trey plays a key role in Foundation strategic planning, project management, overall compliance, and implementation of philanthropic initiatives across the system.Shade Mokuolu, CFRE
Providence Southern California - Major Gifts Officer
Shade Mokuolu is a Major Gifts Officer with Providence Health and Human Services since May 2021. She connects physicians and clinicians to the funding needs of the medical center and deepen their engagement with the foundation to increase grateful patient referrals. With over a decade combined experience as a Development Director at the Arthritis Foundation and New Horizons, SFV, she consistently builds mission advocates and amplifiers while generating funds.
UK Markey Cancer Center Foundation - President & CEO
Michael Delzotti has over twenty-three years' experience as a leader in the non-profit field. Mike began his nonprofit career as the program administrator for Washington Workshops in DC then spent several years managing hospital departments and clinics in Philadelphia. Returning to philanthropy, he joined a public foundation in Los Angeles then spent time as an executive director of development at UCLA then VP of Development at Special Olympics.
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.Sun, Apr 16, 2023
4:00pm - 5:15pm
"To Affinity and Beyond: Building a Caring, Engaged Community with Fundraising Intelligence” (Presented by iWave)
Donors are people and people are complicated. There’s more than one way that people support and engage with your nonprofit, but who are they and how do they respond to different messages and channels of communication? In this session we’ll look at how you can know much more about your donors through the stories they tell you and fundraising intelligence that can be easily applied to deepen engagement, communicate with donors in the way they’re most likely to react and respond, and build stronger fundraising results, higher retention, and develop not just donors but a thriving community championing your mission.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Handouts
AFPICON23 - To Affinity and Beyond-Fundraising Intillegence and Engagement - Cote-Buck-iWave.pptx AFPICON23 - To Affinity and Beyond-Fundraising Intillegence and Engagement - Cote-Buck-iWave.pdfSpeakers
Clay Buck, CFRE, AFP Master Trainer
TCB Fundraising - Founder and Principal
Clay is a thirty-year fundraising veteran and is the Founder and Principal of TCB Fundraising, a nonprofit fundraising and communications consultancy focused on building individual giving at all levels. He has served in leadership roles at a variety of nonprofits across the country and has been a senior consultant with major national firms. He has held the Certified Fund Raising Executive credential since 2010, is an AFP Master Trainer.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
Handouts
AFP ICON Fundraising Action Plan Presentation 2023 AFP final.pptx Fundraising Action Planning AFP ICON 2023 PDF.pdfSpeakers
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.Sun, Apr 16, 2023
4:00pm - 5:15pm
A Stakeholder Management Process for Ethical Fundraising
Ethical theories of management turn on whose interests are considered. In this session, we will engage a process of identifying, prioritizing, mapping claims, engaging with, and monitoring stakeholders. This pragmatic method helps fundraisers and executives ensure their fundraising efforts align their best with their organization’s mission, values, and long-term strategy. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Handouts
Hansen - 5070 - A Stakeholder Management Process handout 3 per page v1.pdf Hansen - 5070 - A Stakeholder Management Process v1.pdfSpeakers
Ruth Hansen, PhD
University of Wisconsin-Whitewater - Assistant Professor
Ruth K. Hansen, Ph.D. is an assistant professor of nonprofit management at the University of Wisconsin-Whitewater. Her research focuses on the theory and practice of fundraising, and equity and inclusion in resource mobilization. Ruth has more than 20 years’ professional experience as a fundraiser, and is a former board member of AFP-Chicago. She speaks regularly on the topics of fundraisers, fundraising, and related issues both nationally and internationally.Sun, Apr 16, 2023
4:00pm - 5:15pm
The 2023 Fundraisers’ Outlook: 6 Strategic Themes to Drive Your Fundraising Success (Presented by Bloomerang)
Does your organization have challenges with capacity building, board support, leadership, strategic planning, communications or budgeting? Guess what?!? You’re not alone. Join us as we geek out with our panel of fundraising experts, Kishshana Palmer, Rachel Muir and others as we dive into the 2023 Fundraising Planning and Climate Study that surveyed 1,000+ small to mid-sized nonprofit organizations. Together we'll analyze the survey data to uncover ways to tackle these challenges and lay the foundation for successful outcomes in 2023 and beyond. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Handouts
AFP-ICON-2023-Bloomerang-Presentation.pptxSpeakers
Adrian Sargeant, MBA, PhD
Institute for Sustainable Philanthropy - Co-Director
Adrian Sargeant PhD is Co-Director of the Institute for Sustainable Philanthropy. He is one of the world's leading fundraising academics and was formerly the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University. He is the author Fundraising Principles and Practice, Building Donor Loyalty and Fundraising Management: Analysis, Planning and Practice.
Bloomerang - Chief Marketing Officer
As the Chief Marketing Officer at Bloomerang, Ann is responsible for the company's overall thought leadership, brand, marketing and community outreach programs that work to strengthen relationships with customers and the broader nonprofit community. Ann brings with her more than 24 years of experience in business-to-business (B2B) marketing in the technology industry, including time spent working at a nonprofit organization.
rachelmuir.com - Keynotes, custom training & retreats
Rachel Muir founded Girlstart, a non-profit organization dedicated to empowering girls in math, science, engineering and technology. She started Girlstart in the living room of her apartment with $500 and a credit card. Several years later she had raised over 10 million dollars and was featured on Oprah, CNN, and the Today show. She veered away from the typical ED or CEO titles, and her business cards said, Rachel Muir, Girlstart, Fearless Leader.Josh Meyer, MBA
Bloomerang - VP, Demand Generation
Joshua Meyer brings more than 20 years of fundraising, volunteer management, and marketing experience to his current role as the VP of Demand Generation for Bloomerang. As a member of the Bloomerang marketing team, Josh manages the organization’s growth marketing efforts. Through his previous roles at the Human Rights Campaign and OneCause, he is passionate in helping to create positive change and providing nonprofits the tactics.Kishshana Palmer, CFRE, MBA
Sun, Apr 16, 2023
4:00pm - 5:15pm
Using Data to Maximize Donor Efficiencies Leading Up to a Campaign (CANCELLED)
Kean University Foundation will present on utilizing data-driven efficiencies to maximize the outcomes with prospective principal and major donors leading into a campaign. Participants will become equipped to expedite key donors through the moves management process ultimately securing the foundational philanthropic gifts that the campaign will base its success on.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Handouts
Kean-University-Foundation-Using-Data-to-Maximize-Efficiencies.pptxSpeakers
William Miller, CFRE
Kean University Foundation - Chief Executive Officer
Bill regularly presents at industry conferences, authors articles for nonprofit and professional publications, and serves as a guest speaker on radio segments and podcasts. He has assisted national and international organizations with major gift initiatives, annual giving programs, planning and feasibility studies, development audits, endowment programs, board training and development, corporate and foundation relations, prospect research, and campaign management. During his career, he has been involved with fund development projects that have raised over $1,000,000,000.Edward Ahart, MPA
