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
Mon, Apr 17, 2023
8:00am - 9:15am
Making the Ask- using (neuro)science in your solicitation
This interactive action learning session offers you 20 radical and flexible tools to solicit your next major gift in person, by phone and even by email. Leave old school moves management techniques behind and learn to use the latest thinking in neuroscience and behavioural science in fundraising.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
MtA -A4-Tools Handout copy.pdfSpeakers
Bernard Ross, MA
=mc consulting - Director
An internationally regarded expert on strategy and behavioral science, he’s written, 8 award winning books on fundraising. Breakthrough Thinking won best non-profit book in the USA. He’s advised many of the world’s leading INGOs: UNICEF, UNHCR, IFRC, ICRC and MSF. He’s raised money for Europe’s largest scientific experiment, for the biggest refugee camp, to house the world’s largest dinosaur in Argentina, and to save the last 800 great apes in Africa.Mon, Apr 17, 2023
8:00am - 9:15am
From the Mailbox to the Living Room – Creating an inspiring donor journey
You can bridge direct mail donor transactions into excellent 5-6 figure major donor relationships. Learn to discover shared values leading to your best major/planned giving prospects. Then easily make that sometimes-awkward transition from your annual fund--to your portfolio—to artfully presenting a major gift opportunity in their living room.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
Mailbox to LR Monday 8 am Posted Slide Deck.pdfSpeakers
Timothy Logan, ACFRE, CFRE, AFP Master Trainer, MNO, FAHP, FCEP
The Tim Logan Group - Principal
Timothy D. Logan, FAHP, ACFRE, FCEP is a leader in developing innovative multichannel direct response programs for major and planned giving. He holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University. Tim has over 40 years’ experience in fund raising and nonprofit management including 25 years as a direct response fundraising consultant. An AFP certified Master Instructor, he is also an author on fundraising.
Georgia-Cumberland Academy - Director of Alumni and Development
Nancy Gerard has served Georgie-Cumberland Academy as the Alumni and Development Director for two decades. Her fundraising work in the Continuing the Mission Campaign grew giving to GCA from about $200,000 to $21 Million in 5 years - transforming the school. Nancy taught for 25 years in secondary/higher educational settings and holds undergraduate and graduate degrees in family studies and educational leadership. Her optimism and solid donor stewardship practices drive her on-going results.Marcy Heim, CFRE, AFP Master Trainer, CSP, PLCC
The Artful Asker - CEO
A 30+ year major-giving, international consultant, Marcy Heim, CEO, The Artful Asker trains and coaches Leadership, Boards, and Fundraisers with mindset/method tools for transformational, multi-million, sustained generosity! Her 3-sentence Ask gets a delighted “yes.” She raised major gifts at UW-Madison for 2 decades through a $1.8B campaign before creating major giving success for her clients. An AFP Master, CASE Crystal Apple recipient, rock-band singer, and author, Marcy renews your zest for fundraising and life.Mon, Apr 17, 2023
8:00am - 9:15am
Implementing JEDI Strategies into Fundraising Systems: Values in Action
Implementing JEDI strategies within an organization requires intention and investment to ensure lasting change. While internal cultures are often the focus, the business of philanthropy must also be scrutinized and transformed. Learn new strategies to create equitable, anti-racist systems and processes in your organization!
Education Track(s): Leadership and Management
Audience: Applied
Handouts
DSCG Slide Deck.pptx JEDI Strategies in Fundraising Systems slide handouts.pdfSpeakers
Daniel Sims, EMPS, CNE, CDE
Daniel Sims Consulting Group, LLC - Founder and CEO
Daniel Sims is CEO of Daniel Sims Consulting Group, where he connects data-driven DEI strategies to organizations seeking transformational systemic change. Daniel has nearly 15 years’ experience in fundraising, coaching, strategic planning, & DEI education. Daniel has managed over 140 campaigns, trainings, and strategic plans, raising $425 million and training over 5,000 stakeholders. Daniel holds a Master of Public Service from the Clinton School of Public Service and is a member of (For)bes the Culture.Mon, Apr 17, 2023
8:00am - 9:15am
Are They Feeling The Love? Using Love Language to Build Donor Identity and Wellbeing
No two organization’s donors love in the same way. Talking in donors’ love language can sustainably double giving, enhance their well-being, and draw donors closer to the community they are about. Too good to be true? Philanthropic psychology is the science designed to achieve these goals. Come and see!
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Handouts
AFPICON23_ShangField_PDF of Presenting File.pdf AFPICON23_ShangField_Presenting File.pptxSpeakers
BC SPCA - Chief Development Officer
Shoni Field is the Chief Development Officer at the British Columbia SPCA. She runs a full spectrum fundraising program raising more than $30 million annually. Shoni has been direct response fundraising for more than 23 years for a range of causes including environmental, youth, health and development organizations. When not fundraising, Shoni advocates for electoral reform and citizen engagement, plays strategy games and bakes fancy cakes.Jen Shang, PhD
Institute for Sustainable Philanthropy - Co-Director
Jen Shang is Co-Director and Professor of Philanthropic Psychology at the Institute for Sustainable Philanthropy. Jen's research has been featured by outlets such as the BBC and the Wall Street Journal. Her research has been funded by the Society of Judgment and Decision Making, the National Science Foundation, The Aspen Institute, the Corporation for Public Broadcasting, the Association of Fundraising Professionals, and the Hewlett Foundation.Mon, Apr 17, 2023
8:00am - 9:15am
Making Sense of Fundraising: A Fundraiser's Guide To What's Working in 2022 And Beyond
Our knowledge about fundraising is growing by leaps and bounds, but how do we make sense of all the different reports? In this session we'll dig deep into current trends, workshop what works best, and create a plan for you to use to implement the newest methodology in your shop.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Handouts
AFPICON23 - Making Sense of Fundraising - TClayBuck.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.Mon, Apr 17, 2023
8:00am - 9:15am
Beyond Sponsorship: Winning Strategies for Driving Impact through Corporate Partnership Innovation
Amplify impact by moving beyond traditional event sponsorship or corporate philanthropy towards innovative, value-add corporate partnerships. Learn the mindset required to leverage these types of partnerships, and key ingredients for success. See Canadian examples including The Black Entrepreneur Startup Program, an innovative partnership between Futurpreneur Canada and RBC.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Ramp Communications Inc. - Founder and President
Shelley Mayer, CM is founder & president of Ramp Communications, a certified B Corporation and award-winning creative agency. Shelley has expertise in every facet of social impact branding & advertising, and has worked with more than 80 non-profits & social enterprises. Shelley holds a BBA degree from Wilfrid Laurier University and is a member & Chartered Marketer (CM) with the Canadian Marketing Association, where she serves as a sector expert for the CMA NFP Council.Mon, Apr 17, 2023
8:00am - 9:15am
Our New Normal: Fundraising in a Post-Pandemic World (Presented by Salesforce)
The CDC Foundation has been at the forefront of combatting the COVID-19 pandemic since January 2020 and saw tremendous fundraising growth from a tsunami of generosity. Learn about the organization’s efforts to retain these new donors and transition them from “crisis donors” to “mission donors” – donors who continue to give because they believe in the ongoing impact and mission of the organization. Hear how the organization effectively scaled its fundraising, the steps it has taken to accommodate this exponential growth, and the innovative strategies it has adopted to sustain momentum and keep donors engaged in a post-pandemic world.
Education Track(s): Leadership and Management
Audience: Applied
Handouts
Our New Normal Fundraising in a Post-Pandemic FINAL.pptxSpeakers
Sterrin Bird, CFRE
Salesforce - Senior Director, Nonprofit Industry Advisor
Sterrin joined Salesforce in July 2020 after spending 28 years in the nonprofit sector. A nationally recognized leader in the nonprofit community, Sterrin has nearly three decades of experience in service to philanthropy, with particular emphasis (and passion) for transformational giving. In the years before becoming a development officer herself, Sterrin was a development consultant at three major international consulting firms and eventually founded her own consulting practicein 2010.
CDC Foundation - Director of Advancement Services
Elizabeth Patrick leads the CDC Foundation’s advancement services team, which includes responsibility for donor and constituent data, annual giving fundraising efforts, stewardship and organizational reporting, gift compliance and research, as well as gift records management. Elizabeth has more than 20 years of experience working in nonprofits in communications and development roles in higher education, healthcare and environmental nonprofits and museums.Mon, Apr 17, 2023
8:00am - 9:15am
Don’t Let the Donor Die at the Destination (Presented by Fundraise Up)
Your nonprofit invests heavily in messaging, imagery, value proposition, paid search and social strategies - but the ROI on your efforts is half of what it could be if the destination, the donation experience, is not converting. We'll discuss working backward in the journey to ensure a higher impact from your teams' efforts.
Handouts
Dont Let Donors Die at the Destination.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.
Mon, Apr 17, 2023
8:00am - 9:15am
The Future Is Digital: Learnings From The 2023 Nonprofit Acceleration Report (Sponsored by Bonterra)
Tech adoption is moving forward with lightning speed. But, what digital strategies are driving the most growth and highest ROI? Join Cameron Ripley, CEO of Community Boost, as he uncovers the latest digital marketing trends that raised over $40M in online revenue for over 400 nonprofits in 2022.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
The-Future-Is-Digital-Community-Boost-AFP-Icon-PPT.pptx The-Future-Is-Digital-Community-Boost-AFP-Icon-PDF.pdfSpeakers
Community Boost Consulting - CEO
Cameron Ripley (he/him) is the CEO of Community Boost, a digital marketing agency that specifically helps nonprofits accelerate and scale revenue and impact. Since founding Community Boost in 2012, CBC has directly served over 1,000 nonprofits and helped raise over $100MM. Cameron is also the founder of the Nonprofit Marketing Summit, the world’s largest virtual nonprofit conference that regularly convenes over 25,000 nonprofit professionals.Mon, Apr 17, 2023
8:00am - 9:15am
Stewarding Planned Donors (Presented by Blackbaud)
When was the last time you reached out to your planned givers? In this advanced session, learn how to keep planned givers actively engaged with your organization so that they feel like recognized and valuable partners. Come prepared to brainstorm, share, and learn strategies that you can implement at your organization.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Handouts
AFP_Icon_2023_Fundraising_Stewarding_Planned_Givers_WORKBOOK_HANDOUT.pdf AFP_Icon_2023_Fundraising_Stewarding_Planned_Givers_031723.pptxSpeakers
Mon, Apr 17, 2023
8:00am - 9:15am
Developing a Gift Acceptance Policy That Aligns With Organizational Values
“We can’t accept funds from any entity that has negatively impacted our clients.” This was our newly formed development department’s first directive. How do we navigate funding opportunities from entities that want to invest in racial justice work while acknowledging the harm caused by their historical contributions to systemic racism? Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Handouts
1PresentingFile-FundraisingRootedinRacialJustice_DevelopingaGiftAcceptancePolicyThatAlignswithOrganizationalValues.pptx 2PDFofPresentingFile-FundraisingRootedinRacialJustice_DevelopingaGiftAcceptancePolicyThatAlignswithOrganizationalValues.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.Mon, Apr 17, 2023
8:00am - 9:15am
ROI of Strategic Action Planning: Preparing Teams to Dramatically Increase Impact and Revenue
Is your organization considering engaging in strategic planning? Explore two case studies where strategic planning produced significant increases in both community impact and revenue. Even more importantly, these efforts are shifting existing assumptions in local communities around poverty, hunger and environmental sustainability using an equity lens. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
ROI-of-Strategic-Action-Planning-V2.pptx ROI-of-Strategic-Action-Planning-V2.pdfSpeakers
Teri Beckman, MA
HIGOL - CEO
With 30 years of experience in the nonprofit sector, Teri founded HIGOL, where she and her team help nonprofit leaders increase revenue and community impact by an average of 50% within twelve months. Leading various efforts in community development, she has directed fund raising efforts ranging from $500,000 to $15 million. She understands leadership challenges and is a strategic advisor/consultant to CEOs and their teams throughout the United States as they grow their organizations.
Inter-Faith Food Shuttle - CEO
With over 20 years’ experience in nonprofit leadership, Ron Pringle serves his community at Inter-Faith Food Shuttle. Raised in South Carolina, Ron received a BA in Human Services from Springfield College in Charleston. He served as Assistant Chaplain in the U.S. Airforce during Desert Storm, then returned home to Charleston, beginning his career in food banking, coming to the Food Shuttle as President and CEO in May of 2020, as their first African-American CEO.Mon, Apr 17, 2023
8:00am - 9:15am
Short staff ? Don’t be Cheap... Its too Expensive ! (CANCELLED)
You are having difficulty keeping your staff ? They feel overworked and underpaid ? Stop being cheap, its too expensive. Build your case for your board of trustees to support a salary increase and winning conditions to keep your team on board and loyal.
Education Track(s): Leadership and Management
Audience: Applied
Handouts
Dont be cheap Its too expensive.pptxSpeakers
Quebec Breast Cancer Foundation - President
An authentic manager advocating collective creativity, her passion for the cause is based on her desire to positively influence the present and future of the breast Cancer cause. With her experience in events, sales, sponsorship, and philanthropy, she has developed a solid expertise while initiating numerous strategic alliances. Her awareness of others and their reality is a testament to her openness and ability to adapt. She thrives on problem solving, navigating in demanding, fast-paced environments.Mon, Apr 17, 2023
9:15am - 9:45am
Accelerating Mission Impact with Microsoft’s Affordable Technology Solutions (Learning Lab)
Join us to learn how Microsoft's technology can empower your nonprofit with accessible and cost-effective solutions. From secure collaboration tools to donor management and fundraising, as well as cloud infrastructure and Surface devices, Microsoft offers a comprehensive range of options to support your mission. Learn more: microsoft.com/nonprofit.
Handouts
Hairston_Stapleton_Accelerate_Mission_Impact_Presentation_v1.pptx.opdownload Hairston_Stapleton_Accelerate_Mission_Impact_Presentation_v1.pdfSpeakers
Lisa Stapleton, MBA
Mon, Apr 17, 2023
9:15am - 9:45am
Cultivating Donors through Travel (Learning Lab)
Learn how experiential travel can accelerate the cultivation period of donors. Spend a weekend at a magical location with your most dedicated supporters; create an unforgettable experience that builds relationships and nurtures fundraising. The costs of acquiring a new donor can be six times more than retaining an existing donor. Just as important, donors who give over multiple years give much more than those who don't. Build with current contributors by looking to the future. Long-term relationships are less transactional and more personal. The time it takes to cultivate planned giving is abbreviated by Donor Experience Engagement Program (D.E.E.P.) weekends, which optimize your fundraiser's relationship-building efforts.
Speakers
Winspire - VP Of Business Development
Chief marketer and business developer with Winspire, a global provider of luxury experiences for charity auctions and fundraisers. I am responsible for the next-stage corporate brand vision as the company's branding leader, driving performance via product and service innovation, strategic brand planning and positioning, multiplatform content marketing and communications, creative, digital campaigns, customer success, and business development.Mon, Apr 17, 2023
10:00am - 10:30am
The Easy Way to Plan & Manage Golf Fundraisers (Learning Lab - GolfStatus)
Golf tournaments are a lucrative fundraising opportunity for any nonprofit. Technology makes it easier than ever to organize and manage golf fundraisers, whether you’re a first-timer or veteran event planner. Hear how powerful, user-friendly technology streamlines golf fundraisers to save organizers time and raise more money for your mission.
Handouts
SalesDeck_2023v2.pdfSpeakers
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.Mon, Apr 17, 2023
10:00am - 10:30am
Understanding Today’s Donor: How to Design Systems That Build Lasting Relationships With All Your Supporters (Learning Lab)
Today's donor is distracted. Hyper-connectivity, micro-consumption, fractured attention, and fierce competition are namesakes in our connected economy. This is now compounded due to the upheaval the 2020 global health and economic crisis sparked with no clear end in sight. Amidst uncertainty and shifting donor expectations, how can you ensure your organization is prepared for these changes, and able to scale deeper, more personalized donor experiences?
Speakers
Erik Tomalis, CFRM
Virtuous - Chief Evangelist & Director of Business Development
Erik Tomalis is a proven fundraising professional that is forward thinking, people driven, but most of all results oriented. With over 20 years of professional fundraising experience, Erik made over 4,000 face-to-face donor solicitations where he has raised millions of dollars for many non-profit organizations. Through all of this, Erik understands how nonprofits can grow global generosity through Responsive Fundraising. He resides in Pittsburgh with his wife, Kate and their shetland sheepdogs (Winnie & Willett).Mon, Apr 17, 2023
10:15am - 11:30am
Donor Acquisition vs Donor Retention: Where to focus your money
Some will tell you to focus on acquisition. Others will tell you to focus on retention. Both are important, but do you know when you should apply time and energy to each? We are going to deep dive into the age old argument and understand when to invest in each.
Education Track(s): Relationship Building
Audience: Applied
Handouts
Kirk Schmidt - Donor Acq vs Ret - 2023-04-17.pptxSpeakers
Kirk Schmidt, B.Math
Alberta Cancer Foundation - Director Fundraising Optimization & Business Intelligence
Kirk is a master of metrics. Combining years of fundraising and consulting with a background in mathematics, he is constantly working on new and robust ways to measure fund development to create better results. Kirk has been a fundraiser, and has managed teams in fundraising systems, donations processing, direct response, mid-level giving, monthly giving, online and social giving, merchandising, analytics, research, and volunteers.Mon, Apr 17, 2023
10:15am - 11:30am
Pulling the Heartstrings - Telling Your Story Effectively
Writing to raise funds is a specific skill. It’s more than a standard annual appeal. We’ll work together on the process of creative writing for results - the preparation, the research, the brainstorming, the plan. You’ll leave with concrete ideas that can effectively change the way you communicate.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
Patrick_Ferris_Pulling the Heartstrings_Example letters.pdf Patrick_Ferris_AFPICON23_Pulling at the Heartstrings Presentation_v1.pptxSpeakers
JC Patrick Consulting - Principal
JC has 30 years of professional fundraising experience and an extensive background in creative writing and marketing. She specializes in writing donor communications, program analysis, and marketing plan designs. JC spent ten years as the Station Development Manager for NPR. She is a frequent presenter at industry conferences and holds a BA in Radio/TV from the University of Houston. She is currently working towards her CFRE.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.Mon, Apr 17, 2023
10:15am - 11:30am
How to Plan an Effective Capital Campaign Using New Tools and Technology
A capital campaign is likely the largest amount you have ever tried to raise. The good news is that there are tools, technology, and virtual resources to help you succeed. Join Amy Eisenstein to learn how to prepare an effective and efficient campaign strategy and plan.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
Eisenstein - Plan an Effective Capital Campaign w New Tools and Tech Handouts.pdf How to Plan an Effective Capital Campaign w New Tools and Tech 2023 AFP ICON.pdfSpeakers
Amy Eisenstein, ACFRE
Capital Campaign Pro - CEO
Amy Eisenstein, ACFRE is CEO and Co-Founder of Capital Campaign Pro. Her published books include Major Gift Fundraising for Small Shops and 50 A$ks in 50 Weeks. Amy became an AFP Distinguished Fellow in 2021, an AFP Master Trainer in 2009, served as the president of AFP-NJ in 2014 and 2015, and is an active volunteer with AFP. Amy became a Certified Fundraising Executive (CFRE) in 2004 and received the ACFRE, in 2013.Mon, Apr 17, 2023
10:15am - 11:30am
Visualizing Data for Prospect Identification and Donor Metrics
Data analytics is a buzz phrase that everyone is using. Visualization and dashboards go beyond the use of Microsoft Excel. Microsoft Power BI and Tableau are platforms that can increase visibility and value for your fundraising team.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Handouts
AFP_Conf_2023_Presentation.pdf AFP_Conf_2023_Presentation.pptxSpeakers
Joseph Stabb, PhD, APR, TE, ACUE
University of Tennessee, Knoxville - Assistant Professor of Practice
Joe Stabb has utilized resources to meet and exceed revenue goals with experience in marketing communications, public relations, fundraising, and nonprofit management and leadership. Joe graduated from Utica University with a B.S. in Public Relations, a M.S. from Keuka College in Management, and has a Ph.D. in Leadership and Policy from Niagara University. Stabb holds an advanced certificate, international trade and commerce (TE), accreditation, public relations (APR), and an advanced certificate, effective college teaching (ACUE).Emily Marcason-Tolmie, MA, MFA
Skidmore College - Director, Prospect Management, Research and Analytics
Emily has worked in prospect development for nearly 15 years. She’s an expert in prospect management, proactive and reactive research, analytical procedures, and trend forecasting, while focused on successfully building robust prospect pipelines, predictive donor modeling, and key fundraising metrics. She is a 2018 graduate of the Skidmore College Leadership Academy. Emily was elected president of the APRA-NY board in October 2020 after serving a term as the board's vice president and as a member-at-large.Mon, Apr 17, 2023
10:15am - 11:30am
Deliberate Design for Successful Board Governance & Composition: A Case Study
Significant challenges continue to distract Boards. Board Chairs and CEOs cite problems in achieving diversity, recruiting candidates, improving fundraising, understating responsibilities and thinking strategically. This session is a case study of how one organization assessed its Board challenges and developed strategies to strengthen and diversify the Board within two years.
Education Track(s): Volunteer Involvement
Audience: Applied
Handouts
Deliberate Design for Successful Board Governance-A Case Study Presenting File .pptx Deliberate Design for Successful Board Governance-A Case Study PDF Presenting File .pdfSpeakers
Vanessa Wise, MBA
The WNET Group - Vice President of Development
Vanessa Wise is the Vice President of Development at The WNET Group, New York’s flagship PBS Station. She leads a team of 60 and is responsible for annual fundraising of $42M in general operating dollars and $55-65M in program support. Prior to joining The WNET Group, Wise served as Vice President of Development for New York City Center, Director of Development for The Julliard School and Senior Brand Manager at Time Inc.Peter Hansen, CFRE
Hansen Philanthropic Solutions/Arts, Culture, & Media Philan - Principal
Peter Hansen is an accomplished fundraising executive with 35 years of experience as a chief development officer and strategic fundraising consultant for large organizations. He has raised $500M, helped to build one of the nation’s largest performing arts centers and reimagined fundraising operations for multiple institutions. Hansen Philanthropic Solutions provides strategic fundraising counsel in the arts and public media. He is a former President of AFP-NJ and serves on the AFP US Foundation for Philanthropy.Mon, Apr 17, 2023
10:15am - 11:30am
A Narrative for Professional Fundraisers
To respond to the ever-changing context of philanthropy and fundraising in our world today, come learn what AFP Canada has developed to prepare fundraisers to be positive ambassadors for their organizations and profession. Over 500 fundraisers have already been trained on the “new narrative” to be able to share the positive impact of our profession across the charitable sector. Feedback from those who have taken this training includes “very valuable training”, “important content”, “brought many great points to the conversation and I plan to start approaching my work with donors differently as a result.”
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Handouts
AFP ICON 2023 AFP Canada Narrative Primer.pptx AFP ICON 2023 AFP Canada Narrative Primer.pdf A Narrative for Professional Fundraisers Session Handout - ICON 2023.pdfSpeakers
Nancy Dossous, CFRE
McGill University Health Centre Foundation - Director, Development
Nancy Perry Dossous, CFRE is Manager, Major Gifts for the McGill University Health Centre Foundation in Montreal, Quebec. She has worked in a variety of roles over the past seven years from annual giving, stewardship, recognition events and major gifts, and through each one she has gained new insights into leveraging donor motivations to maximize engagement and support. She views philanthropy as a powerful tool for the advancement of equity.
Central City Foundation - President & CEO
Jennifer Johnstone President & CEO of Central City Foundation, an organization working to improve the lives of people in need in Vancouver’s inner city. CCF pursues this agenda through community-centered philanthropy rooted in a commitment to truth, justice and reconciliation. CCF owns sustainable social purpose real estate properties and builds relationships with leading community organizations to create the opportunities for investments in community-led solutions. Jennifer is currently the Chair of the board of AFP Canada.Krishan Mehta, PhD
Toronto Metropolitan University - AVP, Engagement
Dr. Krishan Mehta is an advancement leader with extensive experience in transformational philanthropy and partnerships, capital campaigns, strategic planning, marketing and communications and stewardship. Dr. Mehta is also a researcher who studies the charitable activities of immigrants and diaspora communities in Canada. In 2021, Dr. Mehta received the Outstanding Fundraising Professional of the Year Award by AFP Toronto and he was named an AFP Distinguished Fellow in 2022.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
Handouts
AFPICON Trauma Presentation -Final.pptx AFPICON Trauma Presentation -Final.pdfSpeakers
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
Solving the Childcare Crisis in the Nonprofit Sector
With many women forced out of the workforce during the pandemic, how can we create inclusive workplace policies that are family-friendly and allow our employees to thrive both personally and professionally given the lack of options for working parents at this juncture?
Education Track(s): Leadership and Management , Rebels, Renegades and Pioneers
Audience: Applied
Handouts
Solving-Childcare-Crisis.pptxSpeakers
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.Chessie Biggam, CFRE, MPA
AQP Consulting - Fundraising Consultant
Chessie Hayes has been an active member of the fundraising community and implements thoughtful, strategic plans to enhance donor engagement. She was an Adjunct Professor at the University of Memphis teaching Resource Development and Nonprofit Storytelling. She received the award for AFP Global’s Outstanding Young Professionals. She was awarded the Outstanding Emerging Philanthropist from her local AFP chapter. She serves as the President-Elect for AFP Memphis and on the Emerging Leaders Initiative for AFP Global.
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.Mon, 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
Handouts
AFP ICON Digital Fundraising Presentation 2023 AFP Final.pptx Digital Fundraising 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.Mon, Apr 17, 2023
10:15am - 11:30am
Challenges and Opportunities: Trends and Innovations Impacting Fundraising Worldwide
Wake up to innovation in fundraising, donor engagement, artificial intelligence, and why channels and tools such as TikTok, Facebook, Google, LinkedIn, Instagram, Google, WhatsApp and many more digital channels and payment tools are now essential to your fundraising mix. Hear real success stories in a whirlwind tour of the planet. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
AFP ICON New Orleans Global Trends DU 040423 Handouts.pdf AFP ICON New Orleans Global Trends DU 040423 Handouts BW.pdf AFP ICON New Orleans Global Trends DU 040423 DU.pdfSpeakers
Daryl Upsall, MA, MBA, FCIOF
Daryl Upsall International - President
With 38 years working with over 240 non-profits in 70 countries, Daryl is known for his leadership and innovation, pioneering digital fundraising co-creating face to face fundraising when leading Greenpeace’s fundraising worldwide. President of Daryl Upsall International, Consulting & Recruitment and co-owner of Spain's leading telephone, digital and face to face fundraising agencies. He has spoken at conferences in 34 countries. Fellow of the UK Chartered Institute of Fundraising and former AFP Global Vice-Chair.Mon, Apr 17, 2023
10:15am - 11:30am
From Practice to Research to Practice (Sponsored by AFP Foundation for Philanthropy)
Join fundraisers turned AFP Foundation for Philanthropy award-winning scholars for a panel discussion about how their experiences and research both validate and challenge "best practices." Learn about their cutting-edge research - both recently published and in process. Your ideas and questions may inform future research projects! Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
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.Lori Overmyer, CFRE, MBA
Goettler Associates - Vice President
Lori Hunter Overmyer, MBA, CFRE has more than twenty-five years of professional fund-raising experience with a focus on the arts, social, and human service organizations. Her professional expertise includes implementing annual and capital fund-raising plans, strategic analysis, major donor solicitation, and establishing development procedures to maximize effective operations and communications. She is skilled in marketing research, proposal writing, personal donor cultivation, recognition strategies and motivating board members to participate in the process. As Vice President at Goettler Associates, Inc., a nationally-known fundraising consulting firm headquartered in Columbus, Ohio, Lori offers a wealth of experience in the role of counsel. Since joining the firm in July 2005, clients have benefitted from her experience regarding board development, volunteer training and management, strategic planning, and fund raising metrics and methodologies. A partial list of her Ohio clients includes LifeCare Alliance, Grange Insurance Audubon Center, Mary Rutan Hospital, Humane Society of Greater Dayton, The Childhood League Center, and the Capitol Square Foundation. Prior to joining Goettler Associates, she worked as the Vice President for Development at Big Brothers Big Sisters of Central Ohio. She has held top development positions at the Columbus Museum of Art, Nashville Public Television, American Red Cross St. Louis Bi-state Chapter, Humane Society of Missouri, Madison Children’s Museum, and the JB Speed Art Museum. Lori is a frequent presenter at local, regional and national conferences and seminars. A member of the Association of Fundraising Professionals since 1988 (when it was known as NSFRE), she has served in board capacities for AFP chapters in St. Louis, Missouri; Nashville, Tennessee; and now in Columbus, Ohio (2010 Central Ohio Chapter President). In addition to her current service to AFP, she is the vice president of the Friends of Worthington Libraries Foundation board, a member of the development committee of the Peggy R. McConnell Arts Center of Worthington, and a member of the community outreach committee of the Franklin County Master Gardeners. In 2012 she joined the adjunct faculty of the John Glenn School of Public Affairs at The Ohio State University and taught the graduate course “Development Methodologies and Techniques.” Lori received her MBA in Nonprofit Administration from the School of Management at the State University of New York and her BA (summa cum laude) from the College of New Jersey. In 2011 she was recognized by the Central Ohio AFP Chapter as the Outstanding Fundraising Executive at the National Philanthropy Day celebration. She resides in Worthington, Ohio (a suburb of Columbus). Steven Fields, Vice President, Director, Corporate Community Affairs, President, The Huntington Foundation Steven Fields Vice President and Corporate Relations Specialist for Huntington. As a member of Huntington’s Community Affairs department for over 8 years, Steven has worked intimately with Huntington’s Corporate Giving and Community Involvement programs. Recently, Steven was elected President of The Huntington Foundation, while also serving as the Director of Huntington’s Corporate Community Affairs and Involvement program. He previously worked as a skills coach/trainer in the Customer Care and Centralized Reconcilements area of Huntington. Steven received a Bachelor of Animal Science degree from The Ohio State University, and a Master of Marketing and Communications degree from Franklin University. Additionally, Steven has earned certification in Corporate Community Involvement from the Boston College Center for Corporate Citizenship. Before joining Huntington, he was a faculty member of the University of Tennessee, Knoxville, specializing in youth development in Hamilton County, Tennessee Steven is actively involved with numerous nonprofit, educational, and collegiate organizations. These include serving on the boards of St. Stephen’s Community House, where he is Board Secretary and a member of both the Program and Development committees. He is a member of the Community Involvement Roundtable at the Boston College Center for Corporate Citizenship. In addition, he is involved with Charity Newsies, the Young Professionals Exchange at the National Kidney Foundations, and many other charitable efforts. A native of Central Ohio, Steven and his wife Amy reside in Gahanna, Ohio with their son Jeffrey.Genevieve Shaker, PhD
Lilly Family School of Philanthropy IUPUI - Associate Professor
Genevieve G. Shaker, Ph.D., is associate professor of philanthropic studies and the Donald A. Cambell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy. Professor Shaker’s research focuses on higher education advancement, the fundraising profession, and fundraising practice. She is the lead editor of "Achieving Excellence in Fundraising (5th edition)" published in 2022.Dan Heist, CFRE, PhD
Brigham Young University - Assistant Professor
Dr. Heist is an Assistant Professor of Nonprofit Management at Brigham Young University. He earned a master’s degree in Philanthropic Studies from the IU Lilly Family School of Philanthropy and a PhD in Social Welfare from the University of Pennsylvania. His research focuses on philanthropy and fundraising. His nine years of professional fundraising experience inform his research and teaching. He is a leading expert on donor-advised funds and co-founder of the Donor-Advised Fund Research Collaborative.Mon, Apr 17, 2023
10:15am - 11:30am
Leading Up: The Unique Influence of Fundraisers
The traits of successful leaders are similar to the traits of successful fundraisers who can use their unique expertise, skills, and abilities to lead within their nonprofit organizations - including leading up to the CEO and the board of directors to create a culture of philanthropy and maximize fundraising success. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Handouts
AFPICON_Stanczykiewicz_LeadingUp.pptxSpeakers
Bill Stanczykiewicz, Ed.D.
Indiana University Lilly Family School of Philanthropy - Senior Assistant Dean for External Relations
Bill Stanczykiewicz, Ed.D., serves as senior assistant dean for external relations at the Indiana University Lilly Family School of Philanthropy, where he directs The Fund Raising School. Bill's professional experience includes leading a youth development nonprofit for 17 years. His research expertise is in board engagement with fundraising.Mon, Apr 17, 2023
10:15am - 11:30am
Objection! How to Address Donors’ Legacy Giving Concerns
Do you wish you could alleviate donors’ deepest fears so they embrace the exciting possibility of making a transformational gift? You’ll learn 5 common legacy giving concerns and build your own set of powerful messages to dissipate donor doubts and inspire them to make a gift in their will.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
Objection - AFPICON23 - for upload.pdf Objection - AFPICON23 - for upload.pptxSpeakers
The Common Good Fundraising - Philanthropy Firebrand
David firmly believes philanthropy's power belongs to everyone. He created The Common Good Fundraising Agency and the Western Canada Fundraising Conference to help charities empower donors-of-modest-means to express their values -- and make the world a better place for all -- through philanthropy. David is an in-demand speaker who is regularly requested to share his unique, practical approach to fundraising at conferences and seminars across Canada and internationally.
Harvey McKinnon Associate - Managing Director
Lynne Boardman has spent over 20 years creating successful individual giving programs for charities in both Canada and the UK. Her work has spanned health care, international development, human rights, education and environmental causes. She is currently the Managing Director of HMA, working with clients like Amnesty, Oxfam, Indspire, Covenant House, and a number of children's hospitals. She speaks, strategizes and writes about legacy fundraising whenever there is someone nearby to listen.Mon, Apr 17, 2023
10:15am - 11:30am
Activating an Equity-centered Development Department (Sponsored by Alford Group)
The imperative for Inclusion, Diversity, Equity, and Access in fundraising is well documented and accepted. Fundraisers play a leadership role in developing equity-centered practices that advance inclusion, ultimately creating more possibilities, for more people, to accomplish their organization’s mission that makes a difference in the world. Many of us struggle, however, with the execution of IDEA practices. How do we operationalize principles? What does it mean to our daily work as fundraisers? Do our organizations have IDEA plans that work in conjunction with our development plans? And how do we measure results to know that our equity-centered development efforts are actually creating change? This interactive session will engage a panel of fundraisers and philanthropic leaders to answer these questions. You’ll leave the discussion prepared to develop SMARTIE goals (strategic, measurable, ambitious, realistic, time-bound, inclusive, equitable) to more fully operationalize IDEA in your fundraising actions to advance transformational fundraising and relationships results. Alford Group is proud to sponsor the ICON2023 IDEA workshop. Join us to become an IDEA change agent. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
AFPICON2023-Alford-IDEA.pdf AFPICON2023-Alford-IDEA.pptxSpeakers
Caroline Durham, JD
St. Charles Center for Faith + Action - Executive Director
Caroline brings thirty-plus years of justice advocacy to her role as Executive Director for the St Charles Center for Faith + Action. She comes to The Center from her role as Georgia Appleseed's Legal and Policy Director. In addition to serving as a public defender in state and federal courts for almost 30 years, she has extensive experience training advocates on how to effectively navigate criminal courts, and provide client-centered services.Marc Barnes, PhD, CFRE
UNCF - Sr. Vice President, Principal Gifts & Strategic Impact Investment Fund, UNCF
Marc A. Barnes, Ph.D. serves as Senior Vice President, Principal Gifts and Strategic Impact Investment Fundraising at UNCF where he works directly with the President & CEO to strengthen financial support for strategic impact initiatives. In this capacity, he is responsible for strategic fundraising activities and leading a team to identify opportunities to broaden UNCF’s philanthropic revenue. Most of Dr. Barnes’ 23 year fundraising career has been dedicated to raising money for HBCUs.
Reconcile New Orleans, Inc.|Café Reconcile - Chief Development Officer, Reconcile New Orleans, Inc.
Caitlin Scanlan is Chief Development Officer for Reconcile New Orleans (aka Café Reconcile). As a professional fundraiser for over 15 years, she has also served as Development Director at Volunteers of America and Habitat for Humanity affiliates. She is a proud Board Member for First Grace Community Alliance, New Orleans Vocal Artists (NOVA) and the Association of Fundraising Professionals Greater New Orleans and was the association’s 2019 Outstanding Professional Fundraiser of the Year.
Gulf Coast Community Foundation - Director of Donor Programs
Alisha Johnson Perry’s first high school job was at a non-profit. Dual studies in Journalism and Spanish, a decade as a Louisiana Legislative Aide, a federal flood, and a law degree launched Alisha into her 16-year fundraising career: since 2007 she has helped raise over $20 Million for immigrants rights and food justice through education and nutrition access. She is a Certified Fundraising Executive and is Director of Donor Programs for Gulf Coast Community Foundation.Cory Sparks, PhD
Dillard University - Major Gift Officer
Cory Sparks is a major gifts officer at Dillard University, a historically Black liberal arts institution in New Orleans. Cory has twenty-five years of experience as a fundraiser, community organizer, and organizational development consultant. He is a past president of the New Orleans chapter. An ordained United Methodist minister, Cory holds an A.B. from Columbia University, an M.Div. from Southern Methodist University, and a Doctorate in American History from Louisiana State University.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
Handouts
How to align Donors heart and mind to our fundraising desires.pptxSpeakers
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
10:45am - 11:15am
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 - Marketing Fundraising - Slides - Version 1.pptx Barnett - Marketing Fundraising - 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.Mon, Apr 17, 2023
10:45am - 11:15am
Elevate Your Fundraising Strategy with Career Intelligence (Learning Lab)
In today’s fundraising landscape, employment attributes like job title, job level, and current company have emerged as essential tools for development teams. Through this “career intelligence,” your organization can stay on top of key changes, such as when a donor is promoted to a C-Suite position, or a prospect is a “rising star” in their field.
Handouts
AFP ICON 2023 _ Speaking Session _ Elevate Your Fundraising Strategy with Career Intelligence.pptxSpeakers
Marissa Maybee, MBA
Mon, Apr 17, 2023
11:30am - 12:00pm
The Nonprofit Technology Reckoning: How We’ve Sacrificed Relationships In Favor of Efficiency (Learning Lab)
The philanthropic landscape has been revolutionized by the rise of new technology in the last 20 years. While tech developments in the nonprofit sector have helped fundraisers increase the volume of community communications and connections, there have also been unintended consequences. This session will explore the ways in which technology has transformed the nonprofit sector for better and for worse, and how nonprofits and technology providers can work together to chart a course forward.
Handouts
The Nonprofit Technology Reckoning.pptxSpeakers
Mon, Apr 17, 2023
11:30am - 12:00pm
Experience bi-directional data integration between Salesforce Marketing Cloud and your CRM using Omatic (Learning Lab)
Learn how Salesforce and Omatic allow routine synchronization with your existing CRM and Salesforce Marketing Cloud. Nonprofits are using this technology to drive digital transformation which keeps all key data in both systems current and clean.
Handouts
Dayal-Sharbrough - Connected Multi-Channel Marketing - Final.pptx Dayal - Sharbrough - Connected Multi-Channel Marketing - Final.pdfSpeakers
Omatic Software - Senior Enablement Engineer
Geoff has worked in the non-profit software industry for over 15 years with both fundraising and financial applications. Currently he is a Senior Sales Enablement Engineer and helps clients with systems integration(s) across several CRM systems and satellite applications. He is a member of the Charleston Chapter of the Surfrider Foundation.Mon, Apr 17, 2023
12:15pm - 12:45pm
How to Maximize Donor Potential (Learning Lab )
Discover how to maximize the lifetime value of your supporters through various campaign types. Learn about the essential elements of an effective stewardship strategy and how an all-in-one fundraising solution can unlock valuable donor insights. Gain practical knowledge on engagement strategies such as nurturing first-time supporters into repeat donors and engaging your recurring supporters at your next fundraising event. Our expert team will also discuss how to identify and cultivate your next generation of peer-to-peer fundraising leaders. Don't miss this opportunity to gain strategic insights and tools to increase the lifetime impact of your supporters.
Handouts
AFPICON2023-Donor Potential-Elizabeth.pptx.pdfSpeakers
Classy - Senior Director, Demand Generation
Elizabeth is a strategic marketing leader with a decade of expertise across digital and owned marketing channels. Passionate about staying up to date with the ever-changing digital landscape, Elizabeth enjoys advising nonprofits on how to maximize the impact of their online fundraising strategy. During her tenure at Classy, she has developed strong understanding of the unique challenges nonprofits face and is invested in their success.Mon, Apr 17, 2023
12:15pm - 12:45pm
Markers of Philanthropy & Leveraging AI to Find Your Best Prospects (Learning Lab)
Traditional methods of connecting with your prospects have gotten us this far. But how can we do better and be more effective? What practices should we keep moving forward, and what practices should we add to our processes? In this session, attendees will walk away understanding the 6 key markers of philanthropy and how Artificial Intelligence can assist with your organization’s prospecting needs. AI models are now readily available to identify those who are most likely to make a gift based on similarities to other donors. Learn the differences between AI modeling and the more traditional predictive models.
Speakers
DonorSearch - Executive Vice President
Sarah serves as the Executive Vice President at DonorSearch and helps direct operations, client success, and marketing. For the past 15 years, Sarah has enjoyed working with nonprofits of all shapes and sizes while assisting them to achieve their fundraising success. Sarah truly enjoys working on strategic plans, product development ideas, and collaborating with DonorSearch clients and partners. In addition, speaking at conferences and engaging with others in the industry is something Sarah regularly does.Mon, Apr 17, 2023
1:00pm - 1:30pm
Donor Engagement: A Donor-Centric Approach to Fundraising (Learning Lab)
Is it time for a new fundraising strategy for your organization? In this lesson we’ll breakdown a unique approach to develop your relationships with your donors by using data from your CRM to make informed strategic plans. The Donor Engagement Cycle concept puts your donor at the center of your fundraising strategy.
Handouts
Donor Engagement.pptxSpeakers
Kimberly Perron, MBA
Mon, Apr 17, 2023
1:00pm - 1:15pm
Integrating Online Wills in your Legacy Offer (Learning Lab)
Donors are tech savvier than you might think and not all want paper. In this power session, learn a few do’s and don’ts to make your online will writing offer succeed.
Speakers
Ligia Pena, CFRE
GlobetrottingFundraiser - International Legacy Consultant
Ligia is an international legacy expert, consultant and speaker with over 20 years of experience in the nonprofit sector. She is also pursuing a PhD at the University of Kent, researching national legacy marketing campaigns in the UK, Canada and Australia. She strives to share her passion for legacies with new and seasoned fundraising professionals.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
Handouts
Racial Equity In The Fundraising Profession.pptxSpeakers
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
Manage Up! Techniques for Driving Cross-Team Efficiency in Grant Seeking
Master how to manage up! Learn techniques to drive cross-team accountability, manage timelines and expectations, and host productive meetings for stronger, more successful grant proposals.
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
Presenting File_Grants Plus.pptx PDF of Presenting File_Grants Plus.pdfSpeakers
Grants Plus - Senior Advisor
As a Senior Advisor at Grants Plus, Kelly works with a portfolio of nonprofit clients from across the country to write and advise on high-quality grant proposals, research potential funding sources, and guide grant-seeking strategies. Kelly is a member of the St. Louis Regional GPA Chapter, for which she served as a board member from 2017-2022, and currently serves on the membership/marketing and chapter conference committees.Abby Teare, MA
Grants Plus - Senior Advisor of Strategy
Abby has an extensive track record of winning grants from private, corporate, and government funders from across the country, with her largest awarded grant totaling more than six million dollars. Having served as both a grants manager and strategic advisor, Abby has unique expertise in managing the proposal development process across large, diverse teams while also leveraging her experience as a grants consultant to ensure organizations implement a smart and successful grant seeking strategy.Mon, Apr 17, 2023
1:15pm - 2:30pm
Allyship and Accessibility in the Disability Sector - Mistakes Made, Lessons Learned and Best Practices
How accessible is your own day-to-day work to coworkers, clients or volunteers with disabilities? Through interviews with stakeholders and colleagues with disabilities, learn from common mistakes, successes achieved and tactics derived from best practices to make your fundraising office more accessible.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Handouts
Laughlin - Allyship and Accessibility in the Disability Sector April 2023 - Handout.pdf Laughlin - Allyship and Accessibility - Ralston Presentation Topics - Handout.pdf Laughlin - Allyship and Accessibility - Ralston Presentation Topics - Handout.pdf Laughlin - Allyship and Accessibility - Org Wide Accessibility Guide - Handout.pdf Laughlin - Allyship and Accessibility - Notes Pages - Handout.pdf Laughlin - Allyship and Accessibility - Additional Resources - Handout.pdf Laughlin - Allyship and Accessibility in the Disability Sector Presention no video.pptx Laughlin - Allyship-Accessibility - Dobbs video - 720.mp4 Laughlin - Allyship-Accessibility - Hardman Video - 720.mp4 Laughlin - Allyship-Accessibility - Jansson video- 720.mp4 Laughlin - Allyship-Accessibility - Jansson video- 720.mp4Speakers
Kirk Laughlin, CFRE, MNPL (Master of Nonprofit Leadership)
Planet Laughlin - Principal
Kirk has been a fundraiser in the Seattle area since 1994 and has worked as an ally and fundraiser for people with disabilities for over 12 years. He has led fundraising for organizations serving neurodiverse youth and serves as a board member and advisor for the largest employer of individuals who are blind, Deaf-Blind & blind with other disabilities in the country.Mon, Apr 17, 2023
1:15pm - 2:30pm
Are You a Buffalo or a Cow? Lessons in Turning Adversity into Trust
Cows and buffalo have different approaches to surviving storms. It’s a great metaphor for fundraising professionals. It’s how we respond to the storm that makes all the difference with our donors, board members, and your team.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Tammy Zonker, AFP Master Trainer, CFRM
Fundraising Transformed - Fundraising Strategist, AFP Master Trainer & Keynote Speaker
Tammy is a fundraising strategist, AFP Master Trainer, and an inspiring international speaker. In the past 20 years, she has coached, trained, and led nonprofit teams to raise more than a half-billion dollars including a single gift of $27.1M. Tammy is certified in Philanthropic Psychology through the Institute for Sustainable Philanthropy, and Fundraising Management through the Lilly Family School of Philanthropy at Indiana University.Mon, Apr 17, 2023
1:15pm - 2:30pm
The Unexpected Failure of Traditional Recognition in Social Media Fundraising – Why It Won’t Work
Part of your new job (even if in an old seat) is understanding how old tools work in newly important virtual environments. Otis Fulton and Katrina VanHuss help you understand why your investment in recognition in the virtual environment may be useless.
Education Track(s): Securing the Gift
Audience: Strategic
Handouts
VanHuss - Failure of Traditional Recognition - PDF.pdf VanHuss - Failure of Traditional Recognition - PPT.pptxSpeakers
Turnkey - CEO & Founder
Since 1989, Katrina has led Turnkey as CEO, serving the likes of the American Cancer Society, Leukemia & Lymphoma Society, and the Alzheimer’s Association. With her husband, Otis Fulton, she presents at national conferences for the likes of Blackbaud, Peer-to-Peer Professional Forum, and Nonprofit Power, and at clients’ national meetings. Katrina contributes to NonProfit PRO on the “Peeling the Onion” blog. With Otis, she authored the 2017 book?Dollar Dash – the Behavioral Economics of Peer-to-Peer Fundraising.Mon, Apr 17, 2023
1:15pm - 2:30pm
Start Your Plan Here: Implementing a Big-League Relationship Management Program for Your Small Shop
Luck is where preparation meets opportunity. In this interactive session, you will learn how to implement (or strengthen) your ability to systematically manage your relationships with your top donors and be prepared to raise major gifts for your organization.
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
4.17.23Dougherty-AFP.pdf 4.17.23Dougherty-AFP .pptxSpeakers
Timothy Dougherty, MPA
Silver Hill Hospital - Chief Advancement Officer
Timothy J. Dougherty has over 30 years of experience in philanthropy. Tim currently serves as CAO for Silver Hill Hospital in New Canaan, CT. He has served in fundraising leadership roles for the Interlochen Center for the Arts, United World Colleges (in the USA and Costa Rica), Cornell University, Habitat for Humanity International and the Boys and Girls Clubs of Metro Denver. Tim earned his MPA at Syracuse University and his BS from Cornell University.Mon, Apr 17, 2023
1:15pm - 2:30pm
Belonging and Exclusion: Creating Space for Growing LGBTQ Donors
1 in 6 Gen Z adults are LGBT. And this number could continue to grow. For a community that continues to fight for acknowledgment and acceptance, the tools for cultivation, research, and "best practices" fail. We hope to scaffold your organization's equity journey by offering actionable insights for inclusive change.
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
AFPICON2023-Belonging_and_Exclusion_LGBTQIA_Donors_DRAFTv2032023_Pepper.pdfSpeakers
Dominic M Pepper, CFRE, MA, M Ed
CCS Fundraising - Senior Vice President
Dominic Pepper is a Senior Vice President at CCS. He leads work across networked nonprofits, human services organizations, and global NGOs. He co-chairs CCS’ subject matter expert group on Gift Planning, launched Pride @CCS, and is a member for CCS’s thought leadership initiative: Elevate. Prior to CCS, Dominic advised family office philanthropy with STEP's the finalist for International Boutique Firm of the Year. Dominic received a BA and M.Ed. from the University of Notre Dame.
CCS Fundraising - Assistant Vice President
Leah Munnelly is an Assistant Vice President at CCS. Since joining CCS, she has worked within a wide range of nonprofit sectors and has extensive experience serving as interim management. Leah is well-versed in onboarding new development leadership, planning and managing large campaigns, developing leadership and major gift fundraising strategies, building annual giving and donor acquisition plans, and supporting fundraising teams by improving and implementing development processes.
The Lesbian, Gay, Bisexual & Transgender Community Center - Chief Development Officer
Renee Colombo is the Chief Development Officer at The Lesbian, Gay, Bisexual & Transgender Center in New York City. Renee has 20+ years of experience at the senior leadership for HIV/AIDS advocacy and service organizations as well as national and local K-12 educational organizations. Her experience has focused on fund development, strategic planning, board relations and communication areas.Mon, Apr 17, 2023
1:15pm - 2:30pm
Fostering a Culture of Gender Inclusion in Fundraising and Nonprofit Spaces
By building awareness about how gender bias appears in nonprofits we can move from knowledge to action in order to create more equitable and safe spaces for nonprofit workers and their organizations.
Education Track(s): Leadership and Management
Audience: Strategic
Handouts
Branaman - Culture of Gender Inclusion - Presentation - AFP ICON.pdfSpeakers
GEM Advisors and Texas Muslim Women's Foundation - Executive Director and Youth Leadership Director
Saadia graduated in International Studies from Austin College where she intensified her commitment to serving the community. She is a community and thought leader in Dallas/Fort Worth in addition to being the founder and adviser to numerous nonprofit and community initiatives. Saadia's areas of expertise include youth development program development, advocacy, community building, event planning, social media optimization, individual major giving, DEI training, and annual fund development. Saadia is fluent in English and Bengali. She
Harkness.ai - Founder, CEO
Jason is the founder of Harkness.ai, the FitBit for virtual meetings that reveals how unconscious bias and individual interactions affect meeting dynamics. He has a BA from Trinity University in Spanish, an MA in Mandarian Chinese from Valparaiso University, a member of FourthBrain's Machine Learning cohort, and an MA in Education from Harvard University Graduate School of Education. In addition to his work with Harkness, Jason is a Spanish teacher at Marantha High School.Rachel Branaman, MA
Talem Consulting - Principal
Rachel Branaman, principal consultant for Talem Consulting, has a Master's in nonprofit management from Regis University. She worked in fundraising and executive director roles at organizations like Alley's House, Dallas Black Dance Theatre, Dallas Symphony Orchestra, and the Jewish Community Center of Dallas. As a consultant, Rachel uses an intersectional and equity-based framework to support organizational capacity building by working with organizations that serve communities of color, immigrants, refugees, religious minorities, and other impacted communities.Mon, Apr 17, 2023
1:15pm - 2:30pm
New Donors, Demographics & Opportunities: Reimagining Donor Engagement in the Post Pandemic World
See the latest trends, research and insights driving our understanding of the emerging motivations and needs of donors today! Understand and apply how these insights enable us to build strategic journeys that inspire, with examples from USA for UNHCR’s community partnership program that is delivering real growth!
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Handouts
ICON DDO Submission 1.pptxSpeakers
Blakely - Executive Vice President, Strategic Solutions and Consultancy
When it comes to building high-value donor relationships, Kimberley’s original thinking is unparalleled. With over 35 years of experience Kimberley is a fundraiser and marketer who helps not-for-profit organizations raise the bar on the experience their donors receive. As EVP Strategic Solutions & Consulting at Blakely Inc. she brings vision and proven strategy to her clients and to the teams she leads. Kimberley is an active mentor with AFP & Tony Elischer Foundation.
Blakely Inc. - Director, Strategic Solutions
Rachel is a fundraising professional with over a decade of experience working for UK charities in Individual Giving & Supporter Experience. Through her role at Blakely Inc. she now works with US and Canadian charities and is passionate about helping charities deliver a great donor experience. She speaks internationally, served as a commissioner for the UK’s Commission on Donor Experience and is an active member of the institute of fundraising.Lacey Stone, MA
USA for UNHCR - Senior Director of Partnerships
Lacey’s experience includes more than 15 years as a development and strategic partnerships professional. She has worked with both nonprofit and corporate organizations to increase funding and awareness and to develop and grow strategic partnerships. Currently, Lacey serves as Senior Director of Partnerships with USA for UNHCR, focused on bringing new, private sector corporate, foundation, civil society, and community partners to the organization, and managing complex relationships that provide a range of support and resources.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
Handouts
makingtheaskauthentically.pptxSpeakers
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 - 1:30pm
Supporting Your Mission with LinkedIn (Learning Lab)
For many organizations, LinkedIn is underutilized when compared to some flashier socials yet it is the one that could have great impact on your organization. A quick look at three things LinkedIn can do to help your organization and three cautions to be aware of.
Handouts
PeepsPresentation - Fortnum.pptxSpeakers
Children's Health Foundation - President & CEO
Scott is President & CEO of Children’s Health Foundation in London, Ontario and has been a fundraiser since 1990 with major organizations across Canada. A frequent speaker on leadership and ethics Scott has an MA in Philanthropy and Development Graduate Business Diploma from Wilfrid Laurier University. A CFRE from 1995-2022 and in 2011 became the 92nd person to earn the ACFRE. Scott is a Certified Healthcare Executive (CHE) and holds the ICD.D.Mon, Apr 17, 2023
1:15pm - 2:30pm
Elevating Your Organization’s Vision
In this interactive presentation, participants will learn the keys to crafting a compelling vision and aligning this with donors’ passions to drive meaningful philanthropy. Through expert perspectives on elevating the vision so that it resonates with donors, participants will gain insights into how they can help their organizations tell an inspiring story.
Education Track(s): Leadership and Management , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Applied
Speakers
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.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.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
Handouts
AFPICON2023 Subscription Giving Final .pptxSpeakers
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
Donor Magnetism: How to Create Messages that Attract and Retain Donors (Presented by DonorPerfect)
This session will explore effective communication strategies for capturing donors' attention and cutting through the noise in today's crowded and competitive fundraising landscape. Attendees will learn how to craft compelling messages that resonate with donors, using persuasive storytelling and emotionally engaging imagery. A key focus of this session will be on understanding the impact of storytelling on donor engagement and how storytelling is strengthened with the use of donor personas. Attendees will walk away from this session understanding their organization’s unique donor personas and how to create messages that stand out in order to increase donor engagement and drive impact for their organization.
Education Track(s): Relationship Building
Audience: Applied
Handouts
Donor Magnetism AFP 2023.pptxSpeakers
Mallory Erickson Coaching LLC - CEO and Creator of the Power Partners Formula ™
Mallory Erickson is an executive coach, fundraising consultant, and host of the podcast What the Fundraising, aimed at supporting nonprofit leaders to fundamentally change the way they lead and fundraise. Through her signature framework, the Power Partners Formula™?, Mallory provides unique tools to help nonprofits fundraise more from foundations, corporate partners, and individuals. As of 2022, she had trained over 60,000 fundraisers using her unique win-win framework.Mon, Apr 17, 2023
1:15pm - 2:30pm
Cultivating Fundraisers: Innovative Approaches for Building Your Team
Talented and skilled fundraisers are in more demand than ever. This workshop provides research-based tools to use when cultivating fundraisers from recruitment and screening to interviewing and selection, including from a diversity, equity, inclusion, and justice perspective. Join with peers and researchers to bring creative approaches to this essential activity. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Handouts
Cultivating-Fundraisers.pdfSpeakers
Sarah Nathan, PhD
Middletown Community Foundation - Executive Director
Sarah K. Nathan, Ph.D. is a self-described “pracademic” who has spent her entire career in the nonprofit sector as a fundraiser, educator, volunteer, and leader. Today she leads the Middletown Community Foundation in Ohio. Dr. Nathan served five years as the Associate Director of The Fund Raising School where she managed all aspects of the curriculum designed for fundraising practitioners. She is a proud graduate of the IU Lilly Family School of Philanthropy.Genevieve Shaker, PhD
Lilly Family School of Philanthropy IUPUI - Associate Professor
Genevieve G. Shaker, Ph.D., is associate professor of philanthropic studies and the Donald A. Cambell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy. Professor Shaker’s research focuses on higher education advancement, the fundraising profession, and fundraising practice. She is the lead editor of "Achieving Excellence in Fundraising (5th edition)" published in 2022.Joyce Rogers, JD
Indiana University Foundation - Executive Vice President
Joyce Q. Rogers, J.D., is EVP for Development at the Indiana University Foundation (IUF). Joyce is responsible for providing strategic oversight of the development function to uphold IUF’s mission of maximizing private support for Indiana University (IU). Joyce, an IU alumna, also served as VP, working closely with the Office of Diversity, Equity, and Multi-cultural Affairs. Prior to this, Joyce served in senior leadership roles at Ivy Tech Community College and Indiana Black Expo, Inc.Mon, Apr 17, 2023
1:15pm - 2:30pm
Building Bridges: How to Engage Your Supporters with Peer-to-Peer Fundraising (Presented by Qgiv)
Over the last three years you had to learn how to go virtual almost overnight and then had to navigate hybrid event experiences on top of your never-ending to do list. Donor expectations have changed, and different generations are looking to engage with your organization in new ways. Events and the way you connect with donors have been forever changed. Your donors want truly engaging opportunities and more meaningful connections where they feel they are a part of your mission, making a significant and direct impact. Peer-to-peer fundraising can help deliver that empowering experience to your supporters in innovative and exciting ways. All while bridging the gap, connecting donors directly to the crucial funds your organization needs to thrive.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Qgiv - Public Relations and Communications Manager
Melaina’s experience working on successful fundraising teams and political campaigns gives her a unique outlook on how to approach diverse audiences. Before joining the Qgiv, she served as the Director of Annual Giving for Florida Southern College, leading several successful giving days including the College’s most successful giving day on record. Now as Qgiv’s Public Relations and Communications Manager, Melaina stays busy collaborating on multi-channel marketing campaigns and developing content for the company’s nonprofit audience.
Islamic Relief USA - Director of Marketing and Communications
David Hawa is a communications professional with more than 25 years of experience in advertising, marketing, project management, video production, graphic design, public relations, and web design. He holds a communications degree from George Mason University and is certified in fundraising management (CFRM) from the Lily School of Philanthropy, Indiana University.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
Handouts
AFPICON2023-_Philan.Justice.pptxSpeakers
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
1:45pm - 2:15pm
Best Practices for Retention and Acquisition Using Direct Marketing, Strategy, & Analytics (Learning Lab)
With over 17 years of experience in direct marketing and data analytics, Chad will share his experience with trends and best practices focusing on using donor lifecycle, segmentation, propensity scoring, and analytics to guide fundraising efforts that highlight acquisition and retention.
Speakers
Teuteberg Incorporated - Vice President of Sales
Chad Carpenter is the Vice President at Teuteberg Inc. and has 20 years of experience in donor development. His expertise lies in developing strategies to grow donor databases. Utilizing data segmentation and analytics to guide decisions is at the core of ensuring successful campaigns. Chad has a passion for non-profits and enjoys using his skills to make a difference.Mon, Apr 17, 2023
2:30pm - 3:00pm
How to Maximize Giving Day Success (Learning Lab)
Launching or Amplifying a Giving Day can be challenging. To reach your audience, break through the noise of competition, and truly excite donors, you need to coordinate your message, channels and peer volunteers to have maximum impact. From direct mail, email communications to texting and social media, your coordinated strategy is key. Hear what we’ve learned from over $500M in Giving Days, and the key steps you need to break records on your special day.
Handouts
Amplifying-Giving-Day.pptxSpeakers
Greta Daniels, CFRE
Ruffalo Noel Levitz - Senior Vice President
Greta Daniels is a fundraising professional with more than fifteen years of experience in philanthropy. She has extensive expertise in donor engagement strategies, university advancement and development, and annual giving. In her current role, she works with universities, hospitals and non-profit orgs of all shapes and sizes to maximize donor giving through data-driven omnichannel campaigns that meet immediate fundraising goals while also increasing long-term donor pipeline.Mon, Apr 17, 2023
2:30pm - 3:00pm
The Future of Fundraising Events: How to Raise More and Stress Less in 2023 (Learning Lab)
Givebutter's Director of Community & Partnerships Floyd Jones dives into key strategies for nonprofits seeking to raise more with fundraising events, whether in-person, fully virtual, or hybrid format. Floyd’s high-energy, interactive presentation features real-world examples from changemakers across the country, highlighting best practices and user-friendly technology for making your nonprofit fundraising events, including auctions, a smashing success.
Speakers
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
Handouts
Becoming an Antiracist Learning Environment.pptxSpeakers
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
Breaking the Generational Divide - A Key to Legacy Success
The session breaks down the differences and similarities between generations from a socioeconomic, political, and cultural perspective; what makes every generation special and how to start a legacy conversation. The goal is to look beyond today and start planning for the future by engaging with the legacy donors of tomorrow.
Education Track(s): Relationship Building
Audience: Strategic
Handouts
Breaking the generational divide-AFP ICON2023.pdfSpeakers
Ligia Peña, CFRE, AFP Master Trainer, PhD candidate
GlobetrottingFundraiser - International Legacy Consultant
Ligia Peña, CFRE is an international legacy consultant at GlobetrottingFundraiser focusing on developing gifts in wills strategy and marketing. She's also a Ph.D. candidate at the University of Kent, researching national legacy marketing campaigns. As an AFP Master Trainer, she’s trained countless fundraisers around the globe. She's a sought-after and seasoned international presenter who enjoys sharing her knowledge and empowering nonprofits professionals to think differently about legacies by daring to be creative and innovative.Mon, Apr 17, 2023
3:00pm - 4:15pm
How to Create an Integrated and Inclusive Development and Communications Plan
Relationships are at the core of fundraising and effective communications strengthen relationships. It's crucial to integrate your development and communications initiatives in strategic and inclusive ways. This session will help attendees walk away with an effective plan that can help strengthen engagement, raise revenue, increase productivity, and advance equity.
Education Track(s): Relationship Building
Audience: Strategic
Handouts
How to Create an Integrated and Inclusive Development and Communications Plan AFPICON2023 FINAL.pptxSpeakers
Jonathan Meagher-Zayas, CFRE, MSW, MPA, CDP
Equity Warrior Strategies LLC - Owner & Chief Strategist
Jonathan Meagher-Zayas is a Queer Latinx Millennial nonprofit strategist dedicated to addressing equity issues, building capacity, engaging the community, motivating new impact leaders, and getting stuff done. Jonathan wears many professional hats including fundraiser, nonprofit strategist, coach, trainer, adjunct professor and macro social worker. He is the Owner & Chief Strategist of Equity Warrior Strategies LLC, a consulting company that provides leadership development, community engagement, and equity strategy services to the social impact sector.Gerianne Puskas, CFRE, MBA, AFP Master Trainer, CNPM
Lollypop Farm - Vice President of Development and Communication
Gerianne Puskas is the VP of Development and Communications for Lollypop Farm near Rochester, NY. She has over 25 years of experience in fundraising, non-profit management, strategy design and implementation. She has served in various positions with local and national nonprofit agencies where she focused on diversifying fundraising portfolios; building and developing new teams; marketing; and managing regional and national accounts. She is a CFRE, AFP Master Trainer, and an Award-Winning Marketing Expert.Mon, Apr 17, 2023
3:00pm - 4:15pm
How You Can Gather Focus Group Data That Will Drive Your Work
Focus Groups are a powerful research method used to gauge impact and drive change. As a Fundraiser, you already possess many of the skills needed to adopt this strategy. Come to watch a live focus group, learn additional tools, and leave ready to conduct your own focus group.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Handouts
How You Can Gather Focus Group Data-Kacey Jones.pptx How You Can Gather Focus Group Data-Kacey Jones.pdfSpeakers
Kacey Jones, CFRE, MA
Mon, Apr 17, 2023
3:00pm - 4:15pm
How We're Transforming Our AFP Chapter Through a Commitment to IDEA
Join AFP Southern Arizona board members to learn about how they’re transforming their chapter through a commitment on IDEA. This panel session will examine the AFP Southern Arizona as a case study in implementing IDEA followed by interactive discussion and participant brainstorm about IDEA in their own chapters and organizations.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Handouts
How We re Transforming Our AFP Chapter Through a Commitment to IDEA.pptxSpeakers
Valerie Sipp, MA
Living Streets Alliance - Manager of Operations
With a masters in Contemporary Art with a focus on human behavior and interactions, I have worked in Tucson non-profits for nearly eight years, most recently becoming the Operations Manager at an advocacy organization. My IDEA (Inclusion, Diversity, Equity, Access) journey began four years ago through a local collaborative group before I became the AFP IDEA Committee co-chair for two and a half years where I assisted in the revamping of the committee.Edna Meza Aguirre, CFRE, JD
Arizona Center for Womens Advancement - Development Director
A first-generation Tucson native, Edna is fluently bilingual and bicultural, with Spanish as her first language and learning English at age seven. Edna self identifies as BIPOC/Latinx, and she is governed by the tenet that representation is crucial. She brings a unique background of law, teaching, political and not for profit fundraising to her 20 year career.
The Nature Conservancy - Digital Production Manager
After being forged in the fires of the nonprofit art sector at MOCA Tucson, I accepted a fundraising role at the Sonoran Institute and fell in love with environmental justice, leading to my current role in Membership at The Nature Conservancy. I have served on the board of the Association of Fundraising Professionals, Southern AZ chapter since 2019, establishing the BIPOC Nonprofit Workers support group and assisting in the chapter's groundbreaking IDEA work.
Mon, Apr 17, 2023
3:00pm - 4:15pm
Laissez les bons temps rouler! Building Your Organization’s “Dream Team” to Secure that Big Gift
Large shop? Small shop? Learn ways to better engage program teammates, volunteer leaders, and your executives to help secure truly transformational gifts and have fun along the way. This interactive session will help you deepen donor engagement and find new ways to grow revenue while building trust on your team.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
5311-Upham-AFPICON2023-BonTempRouler-handout1-v1.pdf 5311-Upham-AFPICON2023-BonsTempRouler-presentation-v1.pptx 5311-Upham-AFPICON2023-BonsTempRouler-presentation-v1.pdfSpeakers
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.Mon, Apr 17, 2023
3:00pm - 4:15pm
It's Deductible! Keeping the IRS and Your Donors Happy
Do your eyes glaze over when you hear, "IRS"? In this highly interactive session, learn about gift substantiation, disclosures, and acknowledgement all while having fun! Participants will leave better prepared to solicit and steward gifts with confidence.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Handouts
Keeping IRS and Donors Happy NOLA 2023.pdf Keeping IRS and Donors Happy NOLA 2023.pdfSpeakers
Nancy Brown, CFRE, MSA
Winona Community Foundation - Executive Director
Brown has been in the fundraising profession for more than 25 years working in higher education, healthcare, charitable estate planning, consulting, and community foundations. She presents frequently to local AFP chapters, nonprofit groups, and was an instructor in the Master's in Philanthropy and Development programs at LaGrange College and Saint Mary's University. She has volunteered at all levels of AFP including global board service and chapter president.Mon, Apr 17, 2023
3:00pm - 4:15pm
A (Cis) Man’s Place Is in This Session: No, Really, Come to This Session
Do you get a sense that womxn in the field have a heavy load to bear? Feel like some men are making all men look bad? Wondering what YOU could do/not do about it? You don’t have to be that guy any more. Come learn how to help seed change.
Education Track(s): Ethics, Accountability and Professionalism , Rebels, Renegades and Pioneers
Audience: Applied
Handouts
Presenting FileA CisMans Place is In This Session.pptx PDF of Presenting Cis Mans Place is In This Session.pdf Handout_Actions Readings Resources.pdfSpeakers
Heather Hill, CFRE, AFP Master Trainer, CNM, Q3 Leadership Coach
Chapel & York - Executive Director, US Foundation
Heather is a seasoned nonprofit leader with two decades of nonprofit experience and an extensive background in leadership and management, fundraising, marketing and communications, grant seeking, strategic planning and analytics. A highly rated international speaker and a passionate thought leader and volunteer, Heather has received multiple awards for her work (including for her “#thanksGivingTuesday” initiative) and is also Chair of Rogare, the international fundraising think tank.Cherian Koshy, CFRE
Merit America - Vice President of Development
Cherian Koshy is a Certified Fund Raising Executive (CFRE), Chartered Advisor in Philanthropy (CAP), & AFP Master Trainer. Cherian is the Vice President of Development at Merit America, a a nonprofit organization that is closing the opportunity gap at scale by preparing talented workers in low-wage roles for well-paying careers - breaking the cycle of poverty, and building a new pathway to the middle class for tens of millions of Americans.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.Ashley Belanger, Certificate in Philanthropic Psychology & Certified Qaudrant 3 Leadership Coach
Ashley Belanger Consulting - Owner & Principal Sparkplug
After 10 years as a founding ED, Ashley’s dedicated to being the person she wished she’d had. She looooooooves applying research and theory to co-create change alongside clients pursuing justice. She holds a Certificate in Philanthropic Psychology and is a Certified Quadrant 3 Leadership Coach. She serves as a Council Member and contributing author for Rogare, the global fundraising think tank. In her practice, she provides strategic counsel, one-on-one coaching, and expert donor communications.Mon, Apr 17, 2023
3:00pm - 4:15pm
Ten Ways To Support Mental Health and Wellbeing At Work
As a mental health care crisis continues to impact our country, companies are faced with employees coping with stressors to their mental health and well-being. This workshop will explore how to augment traditional ways to support the mental health. Included in the ten ways to bolster mental health are wellness programs, EAP programs, coaching and the use of technology and apps.
Education Track(s): Leadership and Management
Audience: Applied
Handouts
AFP ICON 2023 new orleans (1).pptx mchgee2023.pdfSpeakers
Linda McGhee, JD, PhD
McGhee and Associates, LLC - Clinical Psychologist
Linda McGhee, (she, her, hers) is a clinical psychologist who received her undergraduate degree from the University of Michigan and doctorate in psychology and law degree from George Washington University. She completed the Diversity and Inclusion Program at Cornell University. Dr. McGhee owns a private practice in Chevy Chase MD. She writes and speaks nationality on equity in mental health, self-care for leaders and diversity in companies.Mon, Apr 17, 2023
3:00pm - 4:15pm
Road Map for Big Donors: Secrets From How Raise Millions Dollars
How to achieve fundraising goals increasingly audacious in the current scenario? Come and see how it is possible to reach millions of dollars when you build the perfect road map for big donors. The session will provide practical tools on how to engage and cultivate strong relationships with philanthropists.
Education Track(s): Relationship Building
Audience: Strategic
Handouts
GodoiandLang_roadmapforbigdonors_Presentation.pptx GodoiandLang_roadmapforbigdonors_PDF.pdfSpeakers
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.Mon, Apr 17, 2023
3:00pm - 4:15pm
Understanding Donor-Advised Fund Giving Patterns and How to Customize Your Solicitation Strategy
Join Dr. Dan Heist for insights from his latest academic research on donor-advised funds (DAFs). Session participants will explore the various patterns that donors use when giving through a DAF. After learning how to recognize those patterns, we will discuss effective solicitation strategies for the different types of DAF donors.
Education Track(s): Securing the Gift
Audience: Strategic
Handouts
Understanding_DAFs_Heist_final_handouts.pdf Understanding_DAFs_Heist_final.pptxSpeakers
Dan Heist, CFRE, PhD
Brigham Young University - Assistant Professor
Dr. Heist is an Assistant Professor of Nonprofit Management at Brigham Young University. He earned a master’s degree in Philanthropic Studies from the IU Lilly Family School of Philanthropy and a PhD in Social Welfare from the University of Pennsylvania. His research focuses on philanthropy and fundraising. His nine years of professional fundraising experience inform his research and teaching. He is a leading expert on donor-advised funds and co-founder of the Donor-Advised Fund Research Collaborative.Mon, Apr 17, 2023
3:00pm - 4:15pm
A Culture For Philanthropy
A strong infrastructure is essential to support a thriving referral-based medical philanthropy (RBMP) program. Join a panel of experts to learn operational principles that help ensure each component of the RBMP program is appropriately tracked, measured, and ultimately grown for the greater success of the institution and its vision.
Education Track(s): Current and Prospective Donor Research , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Strategic
Speakers
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.
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.
UT Southwestern Medical Center - Associate Vice President of Planning and Advancement Services
Shashea L. Adams-Guess is Associate Vice President of Planning and Advancement Services at UT Southwestern Medical Center where she leads strategy development and operations for the philanthropic arm of the institution to help expand its base of support and drive pipeline growth. As a member of the Office of Development and Alumni Relations executive leadership team, she serves as trusted advisor to the Vice President, providing counsel on organizational structure, climate, and culture.
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
3:00pm - 4:15pm
Stewarding Sustaining Donors (Presented by Blackbaud)
Did you know that sustained givers increase the giving to your organization by as much as 300% over the course of 2 years. In this advanced session, learn strategies for engaging and retaining sustaining donors. Come prepared to brainstorm, share, and learn strategies that you can implement at your organization.
Education Track(s): Securing the Gift
Audience: Applied
Handouts
Rich_Waldmann_032923.pptxSpeakers
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
Handouts
Promise and Perils of ChatGPT - Chappell.pdfSpeakers
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.Mon, Apr 17, 2023
3:00pm - 4:15pm
Avoiding Campaign Calamities (Presented by Carter)
Preparing for and completing a successful campaign requires great planning and execution. In addition, it is also vitally important that you avoid some “campaign calamities” which can compromise a campaign’s success. Please join Steve Higgins, CFRE for a robust conversation that will ensure you are positioned for campaign success!
Education Track(s): Securing the Gift
Audience: Applied
Handouts
Higgins-AFP ICON-2023 Avoiding Campaign Calamities - Presenting file.pptx Higgins-AFP ICON-2023 Avoiding Campaign Calamities - PDF of Presenting file.pdfSpeakers
Steve Higgins, CFRE
Carter - President & CEO
Steve serves as the President & CEO of Carter, a global consulting company specializing in fundraising, governance and organizational planning. Prior to co-founding Carter in 2011, Steve spent six years as a Senior Vice President of Ketchum. Steve is a Past President of Indian River County’s, Association of Fundraising Professionals (AFP), and has served on AFP Global’s Committee on Directorship. A graduate of Elon University, Steve resides in Vero Beach, FL.Mon, Apr 17, 2023
3:00pm - 4:15pm
HEARD: How to Become a Better Leader - and Fundraiser - Through Active Listening
Do you often find conversations at work frustrating or even counter-productive? Have you ever wondered if there was a better way? Attend this fast-paced and interactive session to learn how to actively listen your way to success for more productive and rewarding relationships with your boss, staff, colleagues and/or donors. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Handouts
Schumacher AFP ICON 2023 041723.pptx Visit Cheat Sheet 2023.docSpeakers
Martha Schumacher, ACFRE, CFRE, MInstF
Hazen and HILT - President
Martha H. Schumacher is President of Hazen Consulting and the Hazen Institute for Leadership Training (HILT), creating global strategies to elevate social impact and philanthropy. Her current and recent clients include American University, Best Buddies International, Campaign for Tobacco-Free Kids, and National Geographic Society. Martha is a past AFP Global Chair. She lives in Alexandria, Virginia with her husband Casey and their sweet yet energetic rescue dogs Gage and Josie.Mon, Apr 17, 2023
3:15pm - 3:45pm
The 360 Degree DonorView (Learning Lab)
Are you able to see all your donor’s giving, engagement, and interaction patterns? Do you have a plan for tracking, reporting, and analyzing the data you collect? In this lesson we’ll examine the elements you need to create a complete picture of your donors and what you can do with the data to improve your fundraising. We’ll show you how a CRM software like DonorView can help you achieve your goals and improve your donor’s experience as well.
Handouts
360 DonorView AFP 2023.pptxSpeakers
Kimberly Perron, MBA
Mon, Apr 17, 2023
3:15pm - 3:45pm
Articulating your Aspiration (Learning Lab)
Many organizations are wondering when they will receive the mysterious call asking them “if you were to receive a transformative gift, how would you spend it?”. Is your organization ready to answer that call? The Big Ask – Before you ask for a transformational gift or you start your campaign, you need to have a strategy in place. Preparing your case for support is key. Your organization needs to establish a clear vision and be able to articulate that vision at any time. Questions to consider: What do you have planned? How are the next few years going to look? How will you use this money?
Speakers
Mon, Apr 17, 2023
4:00pm - 4:30pm
Learn About AFP 360 with Korn Ferry Advance Program (Learning Lab)
Speakers
Korn Ferry - Coach and Associate Principal
Josh Daniel is a Coach and Associate Principal consultant with Korn Ferry out of Austin, TX. Josh has been supporting the career coaching offering for AFP360 members and specializes in supporting members in job search strategy, navigating professional transitions, and career advancement. Josh’s career is supported by a Master’s Degree in Organizational Behavior studies and a professional certification in Executive Coaching from the University of Texas at Dallas.Mon, Apr 17, 2023
4:00pm - 4:30pm
Leveraging The Donor Journey: Insights and Best Practices for Growth (Learning Lab)
How deeply connected are you to your patron's experience? How often do your donors engage with your organization? Not just your top patrons, but the myriad who connect with you once or twice annually? Are you controlling their journey and leading them to a transformational engagement, or are you tapping the surface and missing core relationship-building opportunities? This webinar session will reveal how adopting a patron journey strategy drives lifelong customer engagement, show how innovative touch strategies produce rich patron connections, and how listening to your base and connecting with their pain points can create emotional relations that drive growth. Join Robert Friend, a seasoned executive in the nonprofit community and an Enterprise Solutions Executive with Eventgroove as he outlines the story and strategies behind Customer Journey Management and Mapping, an absolutely critical management play as we navigate growing our capacity amidst the backdrop of a financially-challenged landscape.
Speakers
