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
Relationship Building
Sun, Apr 16, 2023
12:00am - 12:00am
Future of Fundraising Now - Fundraising Internationally (CANCELLED)
Learning from two engaging speakers who have raised money from international donors, review how fundraising and philanthropy varies in different regions of the globe and why you should be looking for donors internationally. Come away with new knowledge about potential new donors you can put into action immediately.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
David Tinker, CFRE, AFP Master Trainer, FAFP
Achieva - Vice President of Advancement
Dave Tinker is Vice President of Advancement at Achieva and is a consultant with Goalbusters. Dave has worked in education, health, and disability nonprofits throughout the Midwest and Mid-Atlantic regions He was named to the first class of Distinguished Fellows of AFP (FAFP). He is an AFP master trainer and CFRE. In 2013 Dave was honored as AFP Western Pennsylvania Chapter’s Outstanding Fundraising Executive and currently serves on several AFP International committees.Sun, Apr 16, 2023
9:00am - 10:15am
Managing Up: Turning Your CEO into a Fundraising Rock Star
Empower your apprehensive CEO to become comfortable fundraising. While raising philanthropic dollars is the ultimate goal, in the end we all know it's about relationships. Learn how to coach your CEO to turn these relationships into increased funds. It is easier than you think!
Education Track(s): Relationship Building
Audience: Applied
Speakers
Roselle Ungar, CFRE
Jewish Family Service of Greater New Orleans - Executive Director
Roselle M. Ungar, CFRE is the Executive Director of Jewish Family Service of Greater New Orleans (JFS). Before joining JFS, Roselle served as the Director of Community and Philanthropic Affairs for Crescent Bank. She managed existing and new initiatives. Roselle also owns Strategic Nonprofit Consulting. Roselle, a past president of the New Orleans Chapter, is a graduate of AFP’s Faculty Training Academy and recipient of the New Orleans Chapter of AFP Outstanding Fundraising Professional Award.Sun, Apr 16, 2023
9:00am - 10:15am
Facets of Advancement Services: Avoiding Silos in the Pursuit of Institutional Advancement
What are the key functions of advancement services? How do you use this knowledge to work closely with your colleagues and fundraising counterparts? How does this work in the stewardship and cultivation of constituents? This session highlights how advancement services can be used to avoid silos in fundraising.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Pamela Mitchell, MBA
Alcorn State University - Manager of Advancement Services
Pamela Mitchell is an Advancement Services professional with almost 17 years of experience in higher education. Her roles in academic and student affairs play a vital part in the success of her role in fundraising, particularly in data integrity and reporting. She received her undergraduate and graduate degrees from MS Valley State University.Sun, Apr 16, 2023
9:00am - 10:15am
Fundraising Possibilities the Pandemic Taught Us
In 2021, the Greater New Orleans Foundation, with the University of New Orleans Department of Political Science, released The State of Nonprofits in Southeast Louisiana 2021 - Adaptability And Racial Equity in Year One of the COVID-19 Pandemic. Report findings demonstrated a regional gap in nonprofit racial leadership and identified a variety of challenges nonprofit leaders of color encountered as fundraisers for their organizations. The Foundation committed to closing that gap through grantmaking, focused programming, and strategic collaborations. During the same period, the AFP Greater New Orleans Chapter continued their efforts to center inclusion, diversity, equity, and access (IDEA) by hosting several equity-focused programs. Though the Chapter experienced significant financial loss, they committed to offer free programming during the pandemic. As nonprofits in southeastern Louisiana grappled with the long-term impact of the pandemic on fundraising possibilities, the two organizations created a unique partnership to advance IDEA in the fundraising, nonprofit, and philanthropic sectors.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Devon Turner, MA
Greater New Orleans Foundation - Director of Nonprofit Leadership and Effectiveness
A native of Plaquemines Parish in southeastern Louisiana, Devon R. Turner joined the Greater New Orleans Foundation as Director of Nonprofit Leadership and Effectiveness in July 2022. As Director, Devon manages a spectrum of nonprofit capacity-building programs, leadership and skill development offerings, and special projects at the Foundation. Through thought partnership and program designs informed by a commitment to justice, equity, diversity, and inclusion, she responds to the unique challenges and opportunities nonprofits in theKellie Chavez Greene, MFA
Greater New Orleans Foundation - Vice President for Programs
Kellie Chavez Greene is Vice President for Programs at the Greater New Orleans Foundation. Kellie’s leadership has been instrumental to the Foundation’s positioning as an innovator and civic leader in the pursuit of driving positive impact through philanthropy, leadership, and action in the New Orleans Region. This work includes grantmaking and civic leadership initiatives including Nonprofit Leadership and Effectiveness, New Orleans Works, the Foundation’s Workforce initiative, Environmental programs, Fund for Racial Equity, and Disaster Recovery.Chantelle Pierre, MSW
Chantelle Pierre Consulting
Chantelle Pierre brings over 25 years of experience in education and nonprofit leadership to strengthen communities. She is the founder of Chantelle Pierre Consulting, which offers fundraising and leadership development services that promote racial equity within organizations. A go-to strategist for organizations experiencing leadership transitions, she has led teams to produce goal-shattering results. She has raised seven-figure, multi-year gifts used to resource historically excluded, Black-led grassroots organizations and educational institutions serving vulnerable populations.Natasha Walker, MPA, CAP®
Ellis Marsalis Center for Music - Director of Development and Communications
Natasha Walker joined the Greater New Orleans Foundation in August 2019 as Development Officer. She has held various fundraising roles throughout her career at the Ellis Marsalis Center for Music, the National Center for Civil and Human Rights, and the City of Atlanta’s Mayor’s Office. She serves on the board of AFP, Greater New Orleans Chapter. Natasha holds BA degrees in English and History from North Carolina Wesleyan University and an MPA from The PennsylvaniSun, Apr 16, 2023
9:00am - 10:15am
The Future of Fundraising: Why Philanthropy is in Trouble– and How to Save It
Every single day, potential donors are turned off by arcane or off-putting fundraising methods. In this talk, Lisa Greer sounds the alarm– and discusses the applicable fundraising solutions that will save your nonprofit.
Education Track(s): Relationship Building , Rebels, Renegades and Pioneers
Audience: Strategic
Speakers
Lisa Greer, MBA
Saving Giving - Author, Philanthropist, Coach, Advisor
Lisa Greer is a fundraising coach, nonprofit changemaker, major donor, and author of the bestselling book "Philanthropy Revolution''. Lisa is on a mission to “Save Giving”. With her help and direction, the nonprofit world will see its donors engaged and energized, their organizations sustainable and with increased impact, and a more honest philanthropic culture that will create a larger and more loyal donor pool.Sun, Apr 16, 2023
9:00am - 10:15am
Shifting the Donor Landscape Paradigm: Strategies to Increase Engagement and Philanthropy among Donors of Color (Sponsored by Fundraising Academy)
This two-part session will allow participants to assess their organization’s diverse constituency landscape and establish a diversity, equity, and inclusion (DEI) action plan to embed into their current fundraising initiatives. In the first half of the session, participants will work in small groups to assess their organization’s DEI goals, shortfalls, and opportunities. The second half of the session is designed to introduce DEI strategies that align with their fundraising plans and priorities. Participants will leave with a tangible action plan they can use to improve their individual donor engagement and the operations within their organization.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Alyssia Coates, MA, PhD
Brown University - Senior Director of Development, Inclusive Philanthropic Engagement
Dr. Coates joined Brown University in 2019, and serves as a major gift fundraiser and the academic liaison for the Centers for the Study of Race and Ethnicity in America, and the Study of Slavery and Justice, as well as the Office of Institutional Equity and Diversity at Brown University. She is an active member of Fabulous Female Fundraisers, Women of Color in Fundraising and Philanthropy, the Council for Advancement and Support of Education (CASE),Sun, Apr 16, 2023
9:00am - 10:15am
Amplifying Impact Through Workplace Giving (Presented by Blackbaud)
Workplace giving can be a way to introduce giving and volunteering to potential donors and volunteers. To the uninitiated, they can look like anonymous donors. But like DAF donors, employees who give and volunteer through the workplace are intentional in their giving. For nonprofits they represent people who are interested in the cause, have already decided to give of time or treasure, and therefore represent a strong candidate to develop into a more significant donor. This session will be a panel discussion with a Corporate Social Responsibility executive, a board member from The Blackbaud Giving Fund, and an experienced fundraising executive. This group will discuss how these programs work from the offering to the employee, to funding grants through the DAF, to stewardship and fundraising activities at the nonprofit.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Blackbaud - Product Marketing Director
Liz currently serves as Director of Product Marketing and Value Enablement at Blackbaud and has 20 years of experience in developing and launching successful products for the nonprofit sector. Passionate about building capability that enables nonprofit success, Liz has worked closely with hundreds of organizations that manage endowed funds, scholarships, or offer donor-advised funds. She brings a deep operational understanding of the management of DAFs, endowments, and other restricted funds.Tycely Williams, CFRE, Executive Master's, Certificate in Philanthropic Psychology
Bipartisan Policy Center - Chief Development Officer
Over the past twenty-five years, Tycely has inspired investments of more than $150 million dollars for social good. She currently serves as Chief Development Officer for The Bipartisan Policy Center. Additionally, she leads the AFP global Inclusion, Diversity, Equity, and Access Committee; chairs the governing boards of three organizations, and teaches Fundraising and Leadership at The Pennsylvania State University. Tycely is a Certified Fundraising Executive and holds an Executive Master’s in Leadership from Georgetown University.Sun, Apr 16, 2023
10:45am - 12:00pm
An Introduction to Latinx Fundraising
The Latinx population at almost 20% of the population is largely unengaged in giving, fundraising and nonprofits. How do we reverse this historic and chronic trend at your organization? Stop walking past great donor and learn to engage them.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Armando Zumaya, 36 years
Somos El Poder - Founder
Armando Enrique Zumaya A Chief Development Officer, Director of Major Gifts, Annual Fund Officer throughout his career. He is noted as an expert on Major GIfts Prospecting, Latinx Philanthropy and Fundraising, Cold Calling for Development Officer and Diversity in the Nonprofit world. He speaks and is published internationally. He is the founder of Somos El Poder. the first Latinx fundraising institute in the USSun, Apr 16, 2023
10:45am - 12:00pm
Transitioning Crisis Donors to Mission Donors
During the peak of the racial uprising in 2020, the Detroit Justice Center went from an organization with 300 donors to nearly 20,000 overnight. Donors from across the world were responding to the racial justice crisis. But, what would shift them to long-term investment in a movement?
Education Track(s): Relationship Building
Audience: Applied
Speakers
Douglas Manigault III, CFRE, MSW
State Innovation Exchange - Vice President of Development
Douglas Manigault III (he/him) has nearly a decade of experience as a movement-focused fundraiser and currently serves as the Vice President of Development at State Innovation Exchange (SiX). In this role, Douglas develops strategies for long-term philanthropic partnerships, provides thought-leadership to the agency regarding effective donor engagement, and manages individual and institutional relationships as a leader on the Development Team at SiX.
Detroit Justice Center - Associate Development Director
Lejla Bajgoric serves as DJC’s Associate Director of Development. She’s deeply passionate about the role fundraising can play in mobilizing community and building power for grassroots movements. Lejla has supported arts & culture and social justice spaces in greater Detroit, including the Arab American National Museum and Muslim Anti-Racism Collaborative. She was a 2020 Racial Equity Fellow with the Detroit Equity Action Lab, a program of the Damon J. Keith Center for Civil Rights.Regina Sharma, MA
Detroit Justice Center - Development Director
Regina Sharma (she/her) is the founding Development Director for the Detroit Justice Center. A proud Detroiter with over twenty years of experience as a development professional, Regina has dedicated her career to fundraising for organizations she sees as integral to building a thriving community for all Detroiters, including serving in leadership roles at Henry Ford Health, Wayne State University, and as a founding staff member for the Detroit Public Schools Foundation.Sun, Apr 16, 2023
4:00pm - 5:15pm
Don't Judge a Book by Its Cover: Unlock the Value of Every Donor
Getting to know donors as people who have unique lived experiences, values, and intentions, leads to transformational gifts. Using the story of a donor who went from a $5,000 gift to a $9.5 million bequest, learn how to listen for the clues that lead to the next ask.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Debbie Sokolov, CFRE, MNA
The James Museum of Western and Wildlife Art - Director of Development
Debbie Sokolov is a development professional with more than 20 years experience. She joined The James Museum of Western & Wildlife Art in 2020 as its first development professional. Professional accomplishments include a 60% increase in major giving, a successful $4.5 million capital campaign, several transformational gifts, and obtaining over $30 million in endowments. Debbie was featured in Tampa Bay Times about a local man who left $64 million to local charities in his will.Sara Leonard, CFRE, MBA
Sara Leonard Group - Consultant
Sara is a solutions-oriented advancement professional with over 30 years of experience in fundraising, board governance and volunteer management for healthcare, educational and cultural organizations. She serves on the AFP Global Marketing, Awards and Communications Committee, is a Past President of the AFP Tampa Bay Chapter and an instructor for the Nonprofit Leadership Center of Tampa Bay where she created the Fund Development Academy.Sun, Apr 16, 2023
4:00pm - 5:15pm
Inclusive Philanthropy: Who Gives, How, and With What Impact
New research from the Lilly Family School of Philanthropy demonstrates that giving by donors of color and women is shifting the philanthropic landscape, highlighting the importance of developing a more inclusive set of philanthropic practices. This session guides participants through the research and how it can increase giving by all.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
LaKoya Gardner, MA
Mays Family Institute on Diverse Philanthropy - Director of Programs
LaKoya Gardner is the Director of Programs for the Mays Family Institute on Diverse Philanthropy at the Indiana University Lilly Family School of Philanthropy. The Mays Family Institute fosters a greater understanding of the ways in which underrepresented people are both inspired and informed donors by providing knowledge, education, and training. LaKoya also serves as an Associate Director of Development at the School and as a faculty member for The Fundraising School.Jeannie Sager, MA
Women's Philanthropy Institute - Director
Jeannie Sager is Director of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. WPI believes that gender matters in philanthropy, and that solving the world’s complex problems requires perspective, leadership and generosity from women and men. WPI focuses on conducting, curating and disseminating rigorous research that grows women’s philanthropy. Jeannie is a seasoned nonprofit executive with over 25 years of experience in health care, higher education, and independent school leadership.
Women's Philanthropy Institute - Associate Director
Jacqueline Ackerman is the Associate Director of the Women’s Philanthropy Institute (WPI), housed at the Indiana University Lilly Family School of Philanthropy. She manages all aspects of WPI’s research agenda and efforts. Jacqueline joined the Lilly Family School of Philanthropy in 2012 after earning a Master’s in Public Administration from the Indiana University—Bloomington O’Neill School of Public and Environmental Affairs. She was raised in Port-au-Prince, Haiti, and resides in Bethesda, MD.Sun, Apr 16, 2023
4:00pm - 5:15pm
Being A Black Male In Fundraising-The Conversation Continues
I’d rather not work with “that” person. I don’t have a problem with him, but… These are things that have been said about Black Men in Fundraising. This will be a safe space to talk about real situations and the outcomes. This session is open to everyone that has experienced racism as well as anyone willing and wanting to learn how to be more aware of those situations. Come with an open mind and be ready to listen and share!
Education Track(s): Relationship Building
Audience: Applied
Speakers
Albright College - Development Officer
Andre Ezeugwu is currently the Founder and CEO of the advertising agency Ifodige Media Group. Over the past 13 years, Andre has worked for Beasley Media Group, Urban one, Emmis Communications, and Albright College. Helping people succeed and creating opportunities that remove as many obstacles as possible for them to achieve their goals educationally, financially, and economically is Andre's life passion and overall desire for his work.
Change Happens - Director of Development
Marcus Brewer, a native Houstonian, has been Blessed to work in the fund and people-raising space for over 15 years. Much of his experience in fundraising has been in small shops where he’s worn many hats. His experience includes foundation relations, corporate relations, strategic partnerships, government relations, marketing, admissions, and a few more. He currently serves as Director of Development for Change Happens in Houston, TX, whose mission is to “Help people empower themselves.”Ken Miller, CFRE
Denali FSP, LLC - President
A dynamic trainer, speaker and consultant, Ken Miller, CFRE is the president of Denali Fundraising & Grant Consultants, a nonprofit fundraising consultancy he founded in 2014 after a long career in development. Ken was awarded his Certified Fund-Raising Executive (CFRE) designation in 2016 and received his AFP Certified Master Trainer (CMT) certificate in 2017. In 2020 he was awarded the Outstanding Professional in Philanthropy by the AFP Alaska Chapter.Juan McGruder, PhD
Sun, Apr 16, 2023
4:00pm - 5:15pm
Building Pipeline Through Engagement
This panel discussion features experts in clinician engagement who will describe how they started from scratch, selected clinician champions and equipped them for success. Presenters will also describe how their strategic approach to events and major gifts has helped to propel their success.
Education Track(s): Relationship Building , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Applied
Speakers
Piedmont Healthcare Foundation - Program Director, Finance and Operations
Trey Joyner joined the Piedmont Healthcare Foundation team in February 2016. With over 15 years of operations and financial program oversight, he provides a keen oversight of philanthropic gifts for the Piedmont Healthcare serving as financial liaison to corporate Finance, executive officers, and system/hospital leadership. Additionally, Trey plays a key role in Foundation strategic planning, project management, overall compliance, and implementation of philanthropic initiatives across the system.Shade Mokuolu, CFRE
Providence Southern California - Major Gifts Officer
Shade Mokuolu is a Major Gifts Officer with Providence Health and Human Services since May 2021. She connects physicians and clinicians to the funding needs of the medical center and deepen their engagement with the foundation to increase grateful patient referrals. With over a decade combined experience as a Development Director at the Arthritis Foundation and New Horizons, SFV, she consistently builds mission advocates and amplifiers while generating funds.
UK Markey Cancer Center Foundation - President & CEO
Michael Delzotti has over twenty-three years' experience as a leader in the non-profit field. Mike began his nonprofit career as the program administrator for Washington Workshops in DC then spent several years managing hospital departments and clinics in Philadelphia. Returning to philanthropy, he joined a public foundation in Los Angeles then spent time as an executive director of development at UCLA then VP of Development at Special Olympics.
Advancement Resources - Senior Director of Strategic Partnerships
Caleb works closely with academic, healthcare, and nonprofit organizations to develop and execute a customized and strategic approach to deepen the culture of philanthropy within each organization while supporting long-term transformation. In addition, Caleb is part of the facilitation team that delivers professional education for healthcare, academic, and nonprofit organizations. Through these engagements, he is involved in many client-focused projects and is honored to serve these organizations in a variety of ways.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
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
Speakers
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
Trauma-Informed Fundraising - Understanding Your Role and the Donors
Nonprofit organizations utilize trauma-informed care to promote hope, healing, and resilience to individuals, families, groups, and communities. Understanding the science of trauma-informed care, adverse childhood experiences, resilience, and DEI (diversity, equity, and inclusion) and adopting a practical trauma-informed approach to fundraising leads to meaningful conversations that foster collaboration.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Lisa Temoshok, LMHC - Psychotherapist
Lisa has 20 years of experience working collaboratively with clients of diverse ages and cultures as a yoga and meditation instructor and psychotherapist. She specializes in PTSD and healing the traumas and losses that impact all of us through Mindfulness-based somatic therapy (MB-CBT), Eye Movement Desensitization and Reprocessing (EMDR) and Internal Family Systems (IFS). Lisa enjoys bringing these evidence-based skills to professional groups to promote creativity,ease and joy.H. Aldervan Daly, CFRE, MFA
Rising Ground - Rising Ground
H. Aldervan Daly, CRFE, is the Executive Vice President for Institutional Advancement for Rising Ground, a 191-year-old human services organization serving 25,000 children, adults, and families throughout New York City. Aldervan shares his fundraising insight in the blog “The Thoughtful Approach To...”, which offers practical advice for modern fundraisers. He earned an MFA in fundraising and marketing, from Virginia Tech and a BA from Rhodes College. He and his family live in Brooklyn, NYMon, Apr 17, 2023
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
Making the Ask Authentically
Knowing how to make an ask is a fundamental tool that many fundraisers lack confidence and experience in, leaving us distracted by gimmicks, events and 'yet another' campaign. In this session you will get practical tips for an ask, and practice your ask, while eliminating fears along the way.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Aperio Philanthropy - Senior Director, Client Services
Leya Petrovani Miller is a career fundraiser experienced in building new revenue strategies, talent development, capacity-building, and community-centric fundraising. At Aperio, Leya partners with nonprofits on strategic growth initiatives, including building major gifts programs and advancing growth and capital campaigns. Prior to joining Aperio, Leya led middle- and major- giving efforts at The Bowery Mission as a Senior Development Officer. Previously, she served as a fundraiser for The Ethical Culture Fieldston School and Wheaton College.Mon, Apr 17, 2023
1:15pm - 2:30pm
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
Speakers
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
Philanthropic Justice: Loving Humanity in Its Fullness
In its purest form, “philanthropy” means love of humanity. “Philos” means love; “Anthropos” means mankind or humanity. Love, bell hooks reminds us, is a combination of care, commitment, knowledge, responsibility, respect, trust, justice, and equity. Do your philanthropic efforts demonstrate your organization's love for ALL of humanity? What might it mean to practice philanthropic justice in the face of egregious and blatant injustice? This session brings together a panel of experts and philanthropic practitioners working in the deep South to advance equity, and justice, and uplift the human spirit through our collective work—a deep and abiding love for all humanity. We will discuss philanthropy's role in catalyzing and fueling social justice movements, and the principles of philanthropic justice and answer your questions regarding how you and your organizations can begin to engage in the transformative work of doing philanthropic justice.
Education Track(s): Relationship Building , Rebels, Renegades and Pioneers
Audience: Introductory/Foundational
Speakers
Halima Leak Francis, PhD
Peter Davis, MA
Southwise Consulting - CEO
Peter Davis is CEO and Principal at Southwise Consulting where he offers business strategy, communications and fundraising services. As a nonprofit leader in the Greater New Orleans area, he has worked to build strategic initiatives and cultivate relationships with individual and corporate philanthropic partners for various organizations including Jericho Road, New Orleans Youth Alliance and OPEN New Orleans. Peter earned his graduate degree from Northwestern University in Organizational Leadership and Nonprofit Management and his Bachelor’s
The REImaginelution, LLC
Dr. David Robinson-Morris is an author, philosopher, social justice and human rights advocate-activist, educator, philanthropist, community organizer, DEI practitioner, and administrator. Dr. Robinson-Morris is the Founder & Chief Reimaginelutionary at The REImaginelution, LLC, a strategic consulting firm working at the intersections of imagination, policy, practice, and prophetic hope to radically reimagine diversity, equity, and inclusion (DEI) toward racial justice and systemic transformation by engendering freedom of the human spirit; and catalyzing the power of theCharmel Gaulden, JD
Chantelle Pierre, MSW
Chantelle Pierre Consulting
Chantelle Pierre brings over 25 years of experience in education and nonprofit leadership to strengthen communities. She is the founder of Chantelle Pierre Consulting, which offers fundraising and leadership development services that promote racial equity within organizations. A go-to strategist for organizations experiencing leadership transitions, she has led teams to produce goal-shattering results. She has raised seven-figure, multi-year gifts used to resource historically excluded, Black-led grassroots organizations and educational institutions serving vulnerable populations.Mon, Apr 17, 2023
3:00pm - 4:15pm
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
Speakers
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
Speakers
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
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
Speakers
Flavia Lang, MBA
Tools4Change Brasil - Managing Partner
Flavia is a curious and creative fundraising entrepreneur who helps NGOs to connect and develop meaningful relationship with individual donors. With entrepreneurial vision, creative leadership to inspire and engage teams to overcome challenges and goals, empowerment management style, the desire to turn the impossible possible, and a successful record in opening, restructuring, expansion and exponential growth of NPO. She is also a cofounder of Woman in Fundraising Brazil.Ana Flavia Godoi, MBA
Women in Fundraising - Founder and CEO
She is the founder of Women in Fundraising, providing hands-on, comprehensive fundraising leadership for female fundraisers around the world. For 12 years she was on Brazilian Fundraising Association’s board. Ana has over 25 years of experience in fundraising for non-profits and foundations, focusing on strategic and development planning, major and corporate gifts. During pandemic, she raised 36 millions dollars and helped more than 500 NGOs to develop better negotiation tecniques.Tue, Apr 18, 2023
8:00am - 9:15am
Building Donor Loyalty: What Is New From Research
What factors actually drive donor loyalty and retention? Are the factors that drive how donors expect to behave, the same factors that drive how they actually behave? What are the implications for how we should be managing loyalty? This session will unveil our new longitudinal research on exactly these issues.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Adrian Sargeant, MBA, PhD
Institute for Sustainable Philanthropy - Co-Director
Adrian Sargeant PhD is Co-Director of the Institute for Sustainable Philanthropy. He is one of the world's leading fundraising academics and was formerly the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University. He is the author Fundraising Principles and Practice, Building Donor Loyalty and Fundraising Management: Analysis, Planning and Practice.Tue, Apr 18, 2023
8:00am - 9:15am
“Fundraising is life” how to reenergize yourself and your fundraising
“Please put on your oxygen mask before helping others” We’ve all heard this before, well, this session IS your oxygen mask. Join Clay and Lynne to explore how the human side of fundraising has changed in recent years and how to respond to these upheavals. We have faced more than a pandemic; we have faced racial and social injustice, the great resignation, civil conflict, working from our living rooms and much more. Regardless of how we perform the tasks and execute strategies, fundraising is a relationship-based profession. WHY we choose our profession and that we choose ourselves as much as we choose to serve others is essential. Using the framework of Recognize, Reveal, and Reframe we will build a model for attendees to follow and build upon. This interactive session, complete with workbook, allows the attendee and the speakers to connect over common experiences and will help guide positive future outcomes.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Donor Relations Guru LLC - Founder and Principal
Lynne is well known resource for donor relations and fundraising expertise. She has published four books and been featured in industry publications. Lynne’s philosophy is the goal of any great fundraising operation is to use strategic communications and interactions to foster the relationship between the organization and its donors. Using her expertise and hands on approach, she works with organizations to help them keep their focus donor driven, technologically savvy, and strategic.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.Tue, Apr 18, 2023
10:15am - 11:30am
Donor Advised Funds, Community Foundations, and You: Working Together to Grow Philanthropy
Do donor advised funds frustrate or excite you? Learn how to collaborate with your community foundation to bring more money not just your mission but to your community as a whole. DAF is NOT a four-letter word.
Education Track(s): Relationship Building
Audience: Applied
Speakers
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.Jeremy Wells, CFRE, MA
The Saint Paul & Minnesota Community Foundations - Senior Vice President of Philanthropic Services
Jeremy R. Wells, MA, CFRE, serves as Senior Vice President at the Saint Paul & Minnesota Foundation, one of the largest community foundations in the country. Wells is an adjunct faculty member at the University of St. Thomas and a frequently requested speaker in philanthropy. Wells is a former AFP Global Board Member, former AFP PAC Chair, and was also selected as a 40 Under 40 recipient by the Minneapolis/St. Paul Business Journal in 2018.Tue, Apr 18, 2023
10:15am - 11:30am
Peer-to-Peer Fundraising: How to mobilize your donors and build a thriving community (Presented Givebutter)
Interested in peer-to-peer fundraising or eager to improve your P2P campaigns? This interactive workshop will dive into the four key elements of a successful grassroots peer-to-peer (P2P) fundraising campaign: setting intentions, storytelling, segmentation, and supporter mobilization. Givebutter’s Floyd Jones will share real-world campaign examples, highlight best practices and technology for optimized P2P fundraising, and facilitate individual reflections and small group breakout discussions, full-group share-outs, and Q&A. Participants will leave with individualized game plans for their own P2P campaigns.
Education Track(s): Relationship Building
Audience: Applied
Speakers
