Loading…
View analytic

Sign up or log in to bookmark your favorites and sync them to your phone or calendar.

Saturday, October 4
 

1:00pm

Exhibitor Set-up
Saturday October 4, 2014 1:00pm - 5:00pm
Grand Ballroom, 7th floor

1:00pm

Registration Desk Open
Saturday October 4, 2014 1:00pm - 5:00pm
7th Floor Registration Desk

2:00pm

The Asking Conversation

The Kinder, Gentler, Much More Successful Way to Get Your Donor To Say Yes


Join us for a workshop with fundraising veteran, Andrea Kihlstedt for a workshop of fun and games about asking.

Yes, asking can be fun in the same way a conversation can be fun. And we’ll explore that side of asking in this special session.

You’ll get a little bit of brilliant, helpful theory and a lot of engaging practice asking people for money.

You’ll learn your personal asking style and find out how to make that work for you.

You’ll learn simple tips that work--questions that open up a discussion and phrases that move your conversation through a seamless arc.

You’ll help your colleagues with some stop-action advice. And you’ll overcome your anxieties by practicing language that’s comfortable for you.

By the time you leave, while you may not put asking for gifts at the top of your fun-list, it may actually have a place somewhere on that list.


**PRE-REGISTRATION REQUIRED**

 
COST: $50

 

 
...

Moderators
avatar for Sr. Peggy Scarano, OP

Sr. Peggy Scarano, OP

Regional Representative, SOAR!
Peggy Scarano, OP has been a Dominican Sister of Sparkill, NY since 1964.  For the past 30 years she has been involved in the ministry of fundraising, with 28 of these years as Development Director for her congregation.  Prior to this she was a classroom teacher and grade school... Read More →

Speakers
avatar for Andrea Kihlstedt

Andrea Kihlstedt

Co-Founder, Capital Campaign Magic
Andrea Kihlstedt has been in the business of thinking up new ways to approach knotty problems for nearly thirty years as a capital campaign consultant, speaker, trainer and coach. In fact, she pioneered the concept that different people have different asking styles – and that the... Read More →


Saturday October 4, 2014 2:00pm - 5:00pm
Los Angeles/Miami
  • Session Number 01
 
Sunday, October 5
 

7:30am

Registration Desk Open
Sunday October 5, 2014 7:30am - 5:00pm
7th Floor Registration Desk

8:00am

8:00am

8:30am

Hispanic Outreach Affinity Group
NCDC is happy to provide affinity groups to provide a networking opportunity for our nonprofit attendees to share with individuals in like-minded situations.

 

The purpose of the Hispanic Fundraising Affinity Group is two-fold:  First, to further understand the impact of the Hispanic community in United States as well as within the U.S. Catholic Church; secondly, to better understand the diversity of interests, concerns, and needs of this segment in order to determine best practices to engage in mission. We encourage and welcome all interested attendees to join us!

Sunday October 5, 2014 8:30am - 10:00am
Los Angeles

8:30am

Large Volume Mailers Affinity Group Meeting
Attendees should be mailing at least 1 million pieces of mail annually

Sunday October 5, 2014 8:30am - 10:00am
Denver/Houston

8:30am

New Attendee Orientation: Fundraising as a Ministry
If you are a first time attendee to the NCDC Conference, join us for this introduction to the only conference that views fundraising as a ministry. Learn how to get the most out of your conference experience, as well as what makes the NCDC Conference different from all the others!

Sunday October 5, 2014 8:30am - 10:00am
Salon A-C

8:30am

Small Shops Affinity Group
NCDC is happy to provide affinity groups to provide a networking opportunity for our nonprofit attendees to share with individuals in like-minded situations.

 

The Small Shops group is designed for organizations with a development director and no more than two additional part or full-time staff. We encourage and welcome all interested attendees to join us!

Sunday October 5, 2014 8:30am - 10:00am
Miami

10:00am

Viability of Development

 The field of philanthropy is facing unprecedented change and turnover. This is leading to increasing CEO/ED distrust in the Development Director and new high levels of discontent with fundraisers. 

 In this session, Fundraising Coach Marc Pitman will facilitate a discussion around some of the key recommendations from the UnderDeveloped study. He'll include findings from the 2014 NCDC Leadership Summit.

 Whether you're a board member, an executive director, or a development director, you'll leave this session with concrete ideas you can immediately put into practice in your organization.

...

Moderators
avatar for Chad McEachern

Chad McEachern

President and CEO, Edmundite Missions
 Exciting. Experienced. Engaged. Just a few of the words used by many to describe the ministry of Chad McEachern, President & C.E.O. of the Edmundite Missions. At the Edmundite Missions, Chad provides oversight, vision, and management to all aspects of the organization. He ensures... Read More →

Speakers
avatar for Marc A. Pitman

Marc A. Pitman

CEO, The Concord Leadership Group LLC
I'm a FranklinCovey Certified coach who's passionate about nonprofit leadership and helping people clarify their goals. People call me "the Johnny Appleseed of Fundraising" because of my blog FundraisingCoach.com and my book Ask Without Fear!. (Fundraising is a leadership issue! But... Read More →


Sunday October 5, 2014 10:00am - 12:00pm
Salon F-G

10:15am

Exhibitor Meeting
Sunday October 5, 2014 10:15am - 11:00am
Denver/Houston

12:30pm

1:30pm

Come In With Challenges ..... Leave With Solutions

This session will provide answers to all of YOUR technology and fundraising questions! From online giving to website to social media- this session is a LIVE Q & A experience with the experts. We will present the latest in religious fundraising features and technologies. The majority of the session will be divided into an interactive question and answer experience. Before this session, visit our booth in the exhibit hall and submit your question to the team. You might be showcased during the session and leave with some great strategies and solutions to your challenge. 

 

Get to this session early to sign up for a 30 minute private meeting with one of the DBD owners. Have a more specific question? Sign-up! No obligations. No sales. Just advice and answers- FREE! 

 


Speakers
avatar for Design Big Dreams

Design Big Dreams

Partner, Design BIG Dreams
Design BIG Dreams combines the digital marketing field with the fundraising field to promote Catholic Missions. We create and maintain your digital plan, from your website to online giving we are the infrastructure to support your big visions and missions. We ensure organizations... Read More →


Sunday October 5, 2014 1:30pm - 2:30pm
Denver/Houston

1:30pm

1:30pm

Lumen Award Display Gallery
Sunday October 5, 2014 1:30pm - 6:00pm
Grand Ballroom

3:00pm

Fundraising Lessons From a Bagel Shop! Why Donor Retention Is the Key to Your Current And Future Success!

A restaurant does all it can to get customers to return, otherwise it goes out of business. This is a vital lesson many nonprofits forget in their quest to retain their customers (donors!).  The key to sustainability and lowering costs is retaining current donors, and in this session, we'll define donor retention and discuss the proper metrics you should use to measure success, such as retention rate, attrition rate, and life time donor value. Next, we'll discuss how your measures compare against the national averages, including those obtained through the AFP Fundraising Effectiveness Project.  You'll see how you can easily obtain and track your results, including life time value of a donor, and why that matters.  We'll discuss recommendations and best practices on what you can do improve your donor retention. Finally, we'll have a group exercise using a variety of scenarios so you can apply what you learned in this session to your nonprofit.

 

Four Learning Outcomes:

1.      What is donor retention and its key metrics: retention rate & attrition rate?

2.      What is the Life Time Value (LTV) of a donor for you nonprofit and why does it matter?

3.      How does your nonprofit compare to national averages by sector, size and/or geography?

4.      Recommendations for improving donor retention


Speakers
JB

Jon Biederman

Vice President, DonorPerfect/Fundraising Software


Sunday October 5, 2014 3:00pm - 4:00pm
Denver/Houston

4:00pm

Keynote Address: Sr. Georgette Lehmuth, OSF
Speakers
avatar for Sr. Georgette Lehmuth, OSF

Sr. Georgette Lehmuth, OSF

President and CEO, National Catholic Development Conference
Sr. Georgette Lehmuth, OSF has been President/CEO of NCDC since 2001. In this position she leads NCDC in its efforts to promote ethical fundraising and best practice. Sr. Georgette was named by the Nonprofit Times as one of the “Power and Influence Top 50” in the nonprofit sector... Read More →


Sunday October 5, 2014 4:00pm - 5:00pm
Salon D/E

6:00pm

12:15am

 
Monday, October 6
 

7:30am

7:30am

Registration Desk Open
Monday October 6, 2014 7:30am - 5:30pm
7th Floor Registration Desk

8:00am

8:00am

Lumen Award Display Gallery
Monday October 6, 2014 8:00am - 6:00pm
Grand Ballroom

8:15am

9:30am

Why I Give: The Life-Changing Power of a Generous Life

 

When you choose to live a generous life, you start to change and so does the world around you. Something incredible happens when giving becomes our idea and not out of a duty or obligation. When you move from awareness to action, miracles happen. As you make giving a lifestyle, you' will discover you’re not only loving life to the fullest, you're also creating a more generous world - a better world for all of us.

 

...

Speakers
avatar for Michael Chatman

Michael Chatman

Senior Vice President for Philanthropy, Community Foundation of the Ozarks
Michael Chatman is on a mission to give a voice to the everyday philanthropist and raise the level of generosity across the world. Chatman was voted America's Maverick Philanthropist and one of the nation's leading social media influencers in philanthropy, Michael Chatman is Senior... Read More →


Monday October 6, 2014 9:30am - 10:30am
Salon D/E

10:45am

Are You a Great Fundraiser?

Good fundraisers know what works, great ones understand why. This session will analyze the best fundraising campaigns in the last 50 years. Furthermore, you will learn the three most important skills to possess to be a great fundraiser. Finally, learn four secret marketing tactics that can be easily implemented in order to increase net revenue.


In this session you will: 

1. - Understand the real formulas of successful fundraising campaigns

2. - Learn the three most important skills to possess to be a great fundraiser

3. - Learn how to increase net revenue with four secret marketing tactics

...

Moderators
avatar for Anne Delaney

Anne Delaney

Director of Development, Institute of the Blessed Virgin Mary
Having lived very near the IBVM (Loretto Sisters Convent)community for twenty-seven years, Anne was first a donor, then volunteer. This unique beginning and relationship along with a background in business and event planning, women's education and philanthropy, led Anne to the this... Read More →

Speakers
avatar for Todd Baker

Todd Baker

Vice President of Strategic Services, ResourceOne
Todd Baker is Vice President of Strategic Services for Resource One. For more than 30 years, Baker has helped some of the top charities in North America, assisting them in the development of Mission-Driven Marketing™ strategies. He is the author of the popular blog book, OrgMarketing.com... Read More →
avatar for Rachel Earl

Rachel Earl

Director of Direct Response Fundraising, St. Labre Indian School
Rachel Earl is the Director of Direct Response Fundraising at St. Labre Indian School.  She has been in non-profit fundraising for the past 9 years.  She manages the direct mail, e-fundraising, social media and telemarketing programs.   She also oversees the donor relations and... Read More →


Monday October 6, 2014 10:45am - 12:00pm
Salon H

10:45am

Creating a Culture of Collaboration
Within an Office and Between Offices

This session will focus on specific techniques to enhance your office and inter-office culture to engage in a collaborative working environment. Participants will learn what they can specifically do to guide culture change so team members are encouraged to interact with each other in a positive and shared manner which leads to creative and innovative problem solving as well as a healthy work environment.


Moderators
CY

Curtis Yarlott

Executive Director, St. Labre Indian School

Speakers
NK

Nick Kachiroubas, Ph.D.

Visiting Assistant Professosr, DePaul University, School of Public Service
Dr. Nick Kachiroubas joined DePaul University’s School of Public Service in the summer of 2012. He received a Ph.D. in Leadership for the Advancement of Learning and Service from Cardinal Stritch University in Milwaukee; a M.A. in Organizational Leadership from Lewis University... Read More →


Monday October 6, 2014 10:45am - 12:00pm
Salon C

10:45am

Listening The Planned Gift
Listening is a crucial skill for the effective major and planned gift professional.  This lively, interactive session will hone your skills and help you advance relationships with your donors.  Included in the session will be a listening test and a discussion of the types of questions you can ask to secure the information you need during a visit.

...

Moderators
avatar for Dan Pritchard

Dan Pritchard

Director, Planned and Major Gifts, Society of the Little Flower
Dan Pritchard is the Director of Planned and Major Gifts for the Society of the Little Flower. With over 20 years of experience, he has written numerous articles on a wide range of topics in the field, has served as chair of the National Catholic Development Conference’s planned... Read More →

Speakers
avatar for William T. Sturtevant

William T. Sturtevant

Fundraising Consultant, Sturtevant Fundraising
Bill Sturtevant was Senior Principal Gifts Consultant at the University of Illinois Foundation, a position which guided relationships with individuals and families capable of gifts at a level of $5 million and above, until his retirement in 2013 after 33 years of service.  He now... Read More →


Monday October 6, 2014 10:45am - 12:00pm
Salon F

10:45am

The Balance Between Mission and Money- Success and Challenges in Implementing Fundamentals

This session will cover the basics and essential elements of successful development results in the context of faith based approach and spirituality of fundraising. Topics include strategies for the art of asking, identifying and implementing the fundamentals of a development office, nurturing relationships and donors, effective board structure, developing and articulating a clear mission and vision, strategic planning and multifaceted approach to development and capital campaign.

The objectives of this session are:

1. - To assist with articulating a clear mission, vision, strategic plan

2. - To show importance of integrating spirituality into fund raising

3. - To integrate key components for an effective development program

...

Moderators
CM

Cara Marinelli

Account Director, RobbinsKersten Direct

Speakers
avatar for Jean Anne Zappa, OSU

Jean Anne Zappa, OSU

Mission Advancement Coordinator, Shively Area Ministries
Jean Anne Zappa, OSU, Ursuline Sisters of Louisville, is presently mission advancement coordinator for Shively Area Ministries, a small nonprofit whose mission is outreach to persons in poverty. She has served in leadership positions for her community including President as well as... Read More →
avatar for Roxanna Trivitt

Roxanna Trivitt

Executive Director, Shively Area Ministries
Roxanna Trivitt has served as Executive Director of Shively Area Ministries, a non-profit outreach to the poor, for the past 18 years.    Her leadership with staff and volunteers has allowed  the ministry to reach its full potential to meet the communities’ growing needs.  Her... Read More →


Monday October 6, 2014 10:45am - 12:00pm
Salon B

10:45am

The Catholic School Fundraising Equation: Opportunity=Change+Strategy

Catholic education faces a myriad of challenges that stem from external social and economic changes and expectations as well as internal financial and management pressures.  Fundraising strategy must be extremely powerful and creative to overcome or take advantage of changing realities.  Moreover, geographic region affects the intensity of changes; what is true in the Northeast is not necessarily equally true in the Southeast, for example.  Fundraising opportunity, and there is significant opportunity, is a function of capitalizing on all of these factors.  It may be cold comfort, but Catholic schools are not the only educational institutions facing these pressures; similar challenge is seen in the Jewish school system.  This presentation will examine each of the variables affecting fundraising, quantitatively and qualitatively, as well as compare elements to other faith-based systems and discuss how opportunity can be derived from the result.


...

Moderators
DP

Domenico Pilato

MAX LA Project DIrector, Archdiocese of Los Angeles, Department of Catholic Schools

Speakers
avatar for Susan Raymond, Ph.D

Susan Raymond, Ph.D

Executive Vice Presidenht for Research and Analytics, Changing Our World
Susan Raymond, Ph.D. is Executive Vice President for Research and Analytics for Changing Our World, a full-service nonprofit and philanthropy consulting firm.  At Changing Our World, Dr. Raymond is responsible for designing and conducting business operating environment research for... Read More →


Monday October 6, 2014 10:45am - 12:00pm
Denver/Houston

10:45am

The Countdown to Closing Year-End Gifts
At many nonprofits, the Development Office receives 30-50% of their annual contributions in the last three months of each year. That’s astounding! As a fund development professional, what creative strategies can you implement to ensure contributions are received? How can you help your donors understand they are part of a greater solution in their communities? How can you create a link to your nonprofit’s mission? This session will share strategies to motivate and inspire your donors and prospects to contribute year-end gifts.

This session will cover:

1. - Creating the Year-End Solicitation List and Casting the Donor Net

2. - Drafting a Year-End Calendar and Timeline—Be accountable!

3. - What gifts “count” in 2014?


...

Moderators
FM

Fr. Manuel Williams, C.R., CFRE

Director/CEO, Resurrection Catholic Missions
Fr. Williams has served as Director of Resurrection Catholic Missions and Pastor of Resurrection Catholic Church since 1990. He has lectured on fundraising and development, and African-American Catholic spirituality and history. Father Williams currently serves on the boards of the... Read More →

Speakers
avatar for Dawn M.S. Miller, CFRE

Dawn M.S. Miller, CFRE

Director of Consulting, Fund Development Services, Zielinski Companies
Dawn joined Zielinski Companies (NCDC Corporate Partner) in 2004, where she leads religious institutes and non-profits with an education-based approach to fundraising/mission advancement initiatives that are integrated with marketing/communication strategies. Throughout her 20+ year... Read More →


Monday October 6, 2014 10:45am - 12:00pm
Salon G

10:45am

The New Rules of Fundraising: A Social Entrepreneur's Approach to Fundraising

Philanthropy is a powerful force in our society but the challenges are great, particularly during an economic downturn that has dampened contributions even as the demand for services escalates. Michael Chatman shares insights based on his experience as a donor, fundraiser and entrepreneur. He offers practical techniques and real life stories, and brings passion and humor to the art and science of raising money the entrepreneurial way.  

...

Moderators
JN

Jeff Norton

Director of Annual Giving, Missonary Society of St Columban
I am currently Director of Annual Giving for the Missionary Society of St Columban. Through our annual giving programs we generate resources for mission, bringing the Good News of Jesus Christ and by serving the poor and marginalized in 14 countries. For over 100 years, Columban missionaries... Read More →

Speakers
avatar for Michael Chatman

Michael Chatman

Senior Vice President for Philanthropy, Community Foundation of the Ozarks
Michael Chatman is on a mission to give a voice to the everyday philanthropist and raise the level of generosity across the world. Chatman was voted America's Maverick Philanthropist and one of the nation's leading social media influencers in philanthropy, Michael Chatman is Senior... Read More →


Monday October 6, 2014 10:45am - 12:00pm
Salon A

10:45am

What's Coming Next and How to Manage It: Award Winning Fundraisers Discuss the Future of Catholic Direct Marketing

Where have we been -- where are we today -- and what’s next?  A panel of past winners of the George Holloway Award and/or the DMA’s Max Hart Award share their thoughts and experiences building support for a wide range of nonprofits.  These experts will discuss their successes and challenges, answer your questions, and take a stab at predicting the future of Catholic DR fundraising.

Jack Doyle, Amergent (George Holloway Award 2013)

Lynn Edmonds, RobbinsKersten Direct (Max Hart Award 2013)

Larry May, Infogroup (George Holloway 2012, Max Hart 2007)

Geoff Peters, Creative Direct Response (George Holloway Award 2011)

...

Moderators
JK

Jeff Kortz

Production and Purchasing Manager, Sacred Heart Southern Missions

Speakers
avatar for Jack Doyle

Jack Doyle

President, Amergent
Jack Doyle is President of Amergent, NCDC Corporate Partner. Since 1978, Jack has been involved with providing direct mail fund raising and consulting services to a variety of non-profit organizations. He has been a speaker for DMA, NCDC and regional NCDC meetings. Jack is the Board... Read More →
avatar for Lynn Edmonds

Lynn Edmonds

Strategic Fundraising Consultant, RobbinsKersten Direct
Lynn Edmonds was President of LW Robbins (now RobbinsKersten Direct ‘RKD’) for 14 years and is now serving as a Strategic Consultant to RKD and other non-profit organizations.. She is a nationally recognized industry leader who has developed innovative fundraising programs for... Read More →
avatar for Larry May

Larry May

Sr. VP for Strategic Development, Infogroup Nonprofit
Larry is SVP for Strategic Development at Infogroup, NCDC Corporate Partner.  He focuses on helping forward-thinking nonprofits develop data-driven growth strategies for our changing marketplace.  In 1993, Larry and his partners founded May Development Services, one of the leading... Read More →
avatar for Geoff Peters

Geoff Peters

CEO, Moore DM Group
Geoff was formerly President of one of the USA’s oldest direct mail fundraising agencies and later President of Creative Direct Marketing International, a global fundraising agency specializing in European and Asian countries.  For nearly 20 years he worked with international charities... Read More →


Monday October 6, 2014 10:45am - 12:00pm
Los Angeles/Miami

12:00pm

Lunch on Your Own
Monday October 6, 2014 12:00pm - 1:30pm
TBA

1:45pm

Acquiring More Valuable Online Donors
Your organization is likely missing out on significant revenue because you are not maximizing your digital fundraising potential. Learn how to grow your online program by acquiring new names, converting them to donors and increasing their donor value. The fundraising potential for digital channels continues to evolve, and your organization needs to apply the latest strategies to acquire more valuable online donors.

In this session you will learn about:

1. - Email file acquisition

2. - Optimization of donor conversion funnels

3. - Maximizing donor value


...

Moderators
AB

Allison Bessette

Fundraising Strategy Director, Concord Direct

Speakers
avatar for Jarred Schremmer

Jarred Schremmer

Director of Digital Strategy, RobbinsKersten Direct
Jarred is dedicated to providing quality strategy, support and superior results for nonprofit clients seeking to advance their mission through the digital space and integrated direct response fundraising. His experience and expertise in fundraising has been developed as a result of... Read More →
avatar for Fr. Mark Hyde, SDB

Fr. Mark Hyde, SDB

Director, Salesian Missions, Inc.
Fr. Mark Hyde received his early education in his hometown of Meriden, CT.  He completed his high school studies at Salesian in Goshen, NY, and graduated from Don Bosco College, Newton, NJ in 1975 with a BA in Philosophy.  He received his Master’s in Divinity from the Pontifical... Read More →
avatar for Amanda Wasson

Amanda Wasson

Sr. Vice President of Digital Strategy, RobbinsKersten Direct
Amanda's 20 years of experience in multi-channel direct marketing, communication and development make her a highly sought-after specialist in nonprofit fundraising and communication. | | Amanda provides strategic planning and marketing communications and oversees digital strategy... Read More →


Monday October 6, 2014 1:45pm - 2:45pm
Los Angeles/Miami

1:45pm

Creating and Sustaining Real Accountability

Mobilize the strength of intention and the power of leadership coaching to create real accountability for your success. In this interactive session, you will learn how coaching skills help you--and your colleagues--to become more aware, clarify your most important goals, and establish accountabilities to provide the feedback loop you need to survive and thrive. Caution: you will be invited to walk away with your next personal leadership step—and an accountability loop for it--clearly defined…if you dare!

The outcomes of this session are:

1. -  Understand the four specific steps for establishing accountability

2.  - Describe how the coaching process provides the stance and skills that underlie effective accountability

3.  - Evaluate the GROW model as a tool for individual and team accountability

4.  - Identify and structure at least one personal leadership accountability going forward


Moderators
KA

Ken Amerson

OMSI Coordination Director, Fundraising, Oblate Missions (OM), Oblate Missionary Society Inc., (OMSI)

Speakers
PB

Pat Bombard

Director: Vincent on Lay Leadership: The Hay Project, Adjunct Faculty, DePaul University, School of Public Service
Patricia M. Bombard, BVM, D.Min., serves at DePaul University as director of Vincent on Leadership: The Hay Project, which conducts research, training, and education furthering the leadership legacy of Vincent de Paul. She also serves as an adjunct faculty member in DePaul’s School... Read More →
EA

Elizabeth A. Kaye

Certified Professional Behavior Analyst, Elizabeth A. Kaye Consulting and Communications
Elizabeth Kaye is an executive coach and consultant who empowers strong leaders and their organizations to grow into greater effectiveness and impact. Assisting values-centered leaders to achieve success in their own terms, Ms. Kaye helps her clients to clarify goals, make tough decisions... Read More →


Monday October 6, 2014 1:45pm - 2:45pm
Salon C

1:45pm

Emerging Technology: Gadget or Mission Tool?

The newest gadgets and shiny objects can make it hard to know when an emerging technology is just a gadget or when it has potential for real impact on your mission. Technology has made a radical change over the years and is now part of everyone's life, job and day. So how do you approach these decisions in a strategic way? We will walk through a few different methods to make these decisions based on your needs, goals and mission to weed out toys from viable options.

...

Moderators
CL

Carmelita Linden

Development Director, Divine Word Missionaries

Speakers
avatar for Steve Heye

Steve Heye

Principal Solutions Consultant, NetSuite(Oracle)
Steve Heye is a Principal Solutions Consultant at NetSuite (Oracle) where he acts as a technical expert on the Social Impact team which donates the NetSuite solution to nonprofits. He is the author of Chapter 1 on IT Alignment in the NTEN book, Managing Technology to Meet Your Mission... Read More →


Monday October 6, 2014 1:45pm - 2:45pm
Salon A

1:45pm

How To Ask for the Planned Gift
This workshop will share tips and techniques for effectively asking for the planned gift commitment.  Strategy decisions, such as when and what to ask for, will be analyzed, and you will be given an outline for scripting (in your own words) "the ask."


...

Moderators
DK

Dennis Kempf, CFRE

Director of Charitable and Planned Giving, Oblate Missionary Society, Inc., (OMSI)

Speakers
avatar for William T. Sturtevant

William T. Sturtevant

Fundraising Consultant, Sturtevant Fundraising
Bill Sturtevant was Senior Principal Gifts Consultant at the University of Illinois Foundation, a position which guided relationships with individuals and families capable of gifts at a level of $5 million and above, until his retirement in 2013 after 33 years of service.  He now... Read More →


Monday October 6, 2014 1:45pm - 2:45pm
Salon F

1:45pm

Pilgrimage: An Essential Building Block to Cultivate Donors and Raise Funds

A broad based presentation on how to organize and run a pilgrimage. this will be followed by a panel discussion by two major NCDC members who have been running successful pilgrimages for many years.

This session will show you how to:

1. - Avoid common mistakes in running a pilgrimage. Learn firsthand from your peers who have had continued success in offering this program

2. -Raise funds from those who go on a pilgrimage and those who cannot. A unique strategy developed by Far Horizons

3. - make pilgrimage an effective tool in raising funds, and also make it a spiritually fulfilling, educational and enjoyable Faith based program.

...

Moderators
BR

Br. Roy E. Smith

Director of Development, Brothers of the Holy Cross, Inc.

Speakers
avatar for Fr. Charles F. Shelby, C.M.

Fr. Charles F. Shelby, C.M.

Vice Chancellor, Office of Advancement, DePaul University
Since September 2005 Rev. Charles F. Shelby, C.M., has served as a Vice Chancellor at DePaul University in Chicago.  His duties are university-wide and include promoting the Vincentian and Catholic mission of the university, public relations, fund-raising, and correspondence... Read More →
avatar for Tiru Irani

Tiru Irani

President, Far Horizons
Tiru Irani is a native of India. He left for the United States and graduated from Syracuse University with a Master's Degree in Communications. He worked for CBS –TV in production and then embarked on an entrepreneurial adventure in the field of group travel.  Tiru is the president... Read More →
SJ

Sr. Jane Keegan, RDC

Associate Director of Advancement and External Relations, Sisters of the Divine Compassion
Sr. Jane has been the Associate Director of Advancement and External Relations for the Sisters of the Divine Compassion for the past 5 years. For 15 years prior to that, she had served the Advancement Office in various capacities—as Grant Writer, Director of Special Events and Development... Read More →


Monday October 6, 2014 1:45pm - 2:45pm
Salon H

1:45pm

Stop Following and Start Socializing

It is time to put to rest the social media practices of yesterday. It is no longer acceptable to have a Facebook page with a few posts and call it a successful social media strategy.


In this session, we will discuss creating a plan that will take you from Social Media 1.0 to Social Media 2.0. We will compare challenges, success stories and future planning during the session. All participants will leave with a greater understanding of Social Media 2.0 and how they can start implementing new practices that day! We will take a realistic approach to Social Media 2.0, so no matter if you are a beginner, small or large organization, this session is for you. Social Media is here to stay and it is time you started socializing with you donors.

...

Moderators
avatar for Leslie Pulford

Leslie Pulford

VP Fundraising Acquisition, Merit Direct LLC

Speakers
avatar for Design Big Dreams

Design Big Dreams

Partner, Design BIG Dreams
Design BIG Dreams combines the digital marketing field with the fundraising field to promote Catholic Missions. We create and maintain your digital plan, from your website to online giving we are the infrastructure to support your big visions and missions. We ensure organizations... Read More →
avatar for Claire Smith

Claire Smith

Director of Communications, Congregation of the Passion, Holy Cross Province
  | Claire has been with the Passionists for over 29 years, the last nine years in the communications department. She has done design work and content creation for print and online projects. As the current director of communications, Claire is responsible for all aspects of promoting... Read More →


Monday October 6, 2014 1:45pm - 2:45pm
Salon B

1:45pm

The Art and Science of Transformational Gifts
Major gifts fundraising is not simply about asking for larger amounts of money. To do it well requires a sound philosophy, the willingness to adapt culture, a commitment to learning and utilizing best practices, and the support of the entire organization. The aim of this session is to reframe the way you think about major and principal gifts fundraising, with transformational giving being the primary goal.

You will be able to:

1. - Identify the difference between transactional and transformational fundraising

2. - Find new and creative ways to understand the passions and interests of each donor

3. - Understand the power of personalized donor experience plans

...

Moderators
TS

Tara Scarduzio

Maryknoll Sisters

Speakers
avatar for Schuyler Lehman

Schuyler Lehman

Founder and CEO, Mission Advancement Professionals
Serving as a fundraising consultant since 1983, Schuyler has helped raise more than $5 billion for a wide variety of nonprofit organizations (i.e. religious, educational, social service, civic, youth, community, healthcare, cultural, associations, etc.). He has personally conducted... Read More →
avatar for Schuyler Lehman

Schuyler Lehman

Founder and CEO, Mission Advancement Professionals
Serving as a fundraising consultant since 1983, Schuyler has helped raise more than $5 billion for a wide variety of nonprofit organizations. He has personallyconducted over 50 major capital and endowment campaigns on a local, statewide, | regional, national and international level... Read More →


Monday October 6, 2014 1:45pm - 2:45pm
Salon G

2:45pm

3:45pm

CyberSecurity Issues
This will be a 90-minute free-flowing discussion.  An agenda of topics regarding Cyber Security will be used in facilitating the forum.

Moderators
JR

James Rennert,CFRE

Province Director of Development, Cenacle Sisters North American Province

Speakers
avatar for Brett J. L. Landry, Ph.D.,CISSP, CEH, CISA, CRISC, ACE

Brett J. L. Landry, Ph.D.,CISSP, CEH, CISA, CRISC, ACE

Associate Dean and Associate Proofessor, Director, Center for Cyber Security Education, University of Dallas College of Business
Dr. Landry has worked in IT and Cybersecurity for more than twenty years in both the private and public sectors and joined the University of Dallas in the Fall of 2006 following six years of teaching at the University of New Orleans. He is an Associate Professor and Director of the... Read More →
avatar for Sandra J. Blanke, Ph.D.,CISSP,CRISC

Sandra J. Blanke, Ph.D.,CISSP,CRISC

Assistant Professor and Deputy Director, Center for Cybersecurity Education, University of Dallas College of Business
Sandra J. Blanke received her Ph.D. in Computer and Information Science from Nova Southwestern University - Ft. Lauderdale, Florida.   She is currently serving as an Assistant Professor of Management at the University of Dallas.  Dr. Blanke teaches courses in CyberSecurity, Technology... Read More →


Monday October 6, 2014 3:45pm - 5:15pm
Salon A

3:45pm

Direct Marketing Issues
This will be a 90-minute free-flowing discussion.  An agenda of Direct Marketing topics will be used to facilitate this forum.

Moderators
JO

Joseph O'Quinn

Assistant Director of Mission Advancement and Manager of Strategic Initiatives, Edmundite Missions

Speakers
avatar for Elizabeth Goral-Makowski

Elizabeth Goral-Makowski

Development Director, SOAR!
Elizabeth Góral-Makowski has been active in fundraising since 2008. She joined the SOAR! office in September 2013 after five years co-leading the advancement office for the Redemptorist Fathers of the Baltimore Province. Prior to entering the ministry of fundraising, she spent her... Read More →


Monday October 6, 2014 3:45pm - 5:15pm
Salon G

3:45pm

Major Gift Issues
This will be a 90-minute free-flowing discussion.  An agenda of Major Gift issues will be used in facilitating the forum.

Moderators
SA

Sr. Anastasia Lott, MM

Development Director, Maryknoll Sisters

Speakers
avatar for Dolly Sokol, Ph.D.

Dolly Sokol, Ph.D.

Executive Director, Office of Development, Archdiocese of Santa Fe
Dr. Dolly Sokol is the Executive Director of Development and the Annual Catholic Appeal for the Archdiocese of Santa Fe (NCDC Active Member). Prior to this position, she served as the Director of the Office of Worship and Christian Initiation for the Archdiocese of Santa Fe. Dolly... Read More →


Monday October 6, 2014 3:45pm - 5:15pm
Los Angeles/Miami

3:45pm

Management Issues
This will be a 90-minute free-flowing discussion. An agenda of Management Issues will be used in facilitating the forum.

Moderators
avatar for Keith Zekind

Keith Zekind

Director of Finance, The Passionists of Holy Cross Province
Keith Zekind is the Director of Finance and Executive Director of Development for The Congregation of the Passion, Holy Cross Province, based in Park Ridge, Illinois.  Keith is a former member of NCDC’s Board of Directors and NATRI/RCRI’s Board of Directors.  He participated... Read More →

Speakers
RF

Ronald Fernandes, Ph.D.

Assistant Director, DePaul University, School of Public Service
Ron Fernandes received his Ph.D. in Public Policy and Management from Carnegie Mellon University in 2005; His current interests span management and organizational theory, cross sector analysis, nonprofit financial management, research methods, and statistics.  As Assistant Director... Read More →


Monday October 6, 2014 3:45pm - 5:15pm
Salon C

3:45pm

Planned Giving Issues
This will be a 90-minute free-flowing discussion.  An agenda of Planned Giving Issues will be used in facilitating the forum.

Moderators
AK

Angela Kwasinski

Director of Donor Relations, Congregation of the Passion, Holy Cross Province

Speakers
avatar for William T. Sturtevant

William T. Sturtevant

Fundraising Consultant, Sturtevant Fundraising
Bill Sturtevant was Senior Principal Gifts Consultant at the University of Illinois Foundation, a position which guided relationships with individuals and families capable of gifts at a level of $5 million and above, until his retirement in 2013 after 33 years of service.  He now... Read More →


Monday October 6, 2014 3:45pm - 5:15pm
Salon F

3:45pm

School Issues
This will be a 90-minute free-flowing discussion. An agenda of issues pertaining to Schools will be used in facilitating the forum.

Moderators
DD

Donald Demers, Ph.D.

Director-Institutional Advancement, Mount Saint Charles Academy

Speakers
avatar for Susan Raymond, Ph.D

Susan Raymond, Ph.D

Executive Vice Presidenht for Research and Analytics, Changing Our World
Susan Raymond, Ph.D. is Executive Vice President for Research and Analytics for Changing Our World, a full-service nonprofit and philanthropy consulting firm.  At Changing Our World, Dr. Raymond is responsible for designing and conducting business operating environment research for... Read More →


Monday October 6, 2014 3:45pm - 5:15pm
Salon H

6:00pm

Optional Offsite Tour: Chicago's Original Gangster Tour and Pizza at Lou Malnati's
REGISTRATION FEE $80

Experience Chicago as it was during the 1920s and 30s. See the old gangster hot spots and hit spots.  Hear historically accurate accounts of the exploits of Capone, Moran, Dillinger and the rest of da boys. Feel the excitement of jazz-age Chicago during the Prohibition Era.  Enjoy a journey into the past as we cruise the city in search of the old hoodlum haunts, brothels, gambling dens and sites of gangland shootouts.

Considered the oldest family name in Chicago pizza, Lou Malnati’s is as rich in history as its pizza is in flavor.

Malnati’s success comes from their commitment to quality. Every Lou Malnati’s pizza is handmade from scratch using the finest and freshest ingredients. Every year the Malnati team hand selects California vine-ripened tomatoes for the perfect sweet and tangy taste. The exclusive sausage blend is seasoned to their exact specifications. The fresh mozzarella cheese comes from the same small dairy that has supplied Lou Malnati’s for over 40 years. And the family’s secret recipe for flaky, buttery crust has been passed down from generation to generation. You’ll know with every bite that each pizza was made with care and special attention.

Space is limited so register now!

Click Here to Register!


Monday October 6, 2014 6:00pm - 10:00pm
TBA

12:00am

Prayer Room Open
The 24 hour Prayer Room is open to all from Thursday, September 12 at 8:00 am – Saturday, September 14 at 4:15 pm.

Tuesday October 7, 2014 12:00am - 4:15pm
Scottsdale
 
Tuesday, October 7
 

7:30am

Registration Desk Open
Tuesday October 7, 2014 7:30am - 4:30pm
7th Floor Registration Desk

8:00am

Lumen Award Display Gallery
Tuesday October 7, 2014 8:00am - 10:15am
Grand Ballroom

8:00am

8:15am

9:00am

Round Tables
Don’t miss this important opportunity to network with others in an informal setting!  We will host several roundtables on different fundraising topics – you choose which to attend!



Tuesday October 7, 2014 9:00am - 10:00am
Salon D/E

10:15am

Building Your Direct Mail Program

This session will explore the basics of a Direct Mail Program including planning and scheduling, components of mailing packages (annual appeals, single focus appeals, etc.) to timely acknowledgements, record keeping, and follow up.  

With the conference theme of ‘viability and change’ the anticipated outcome is that attendees will have a ‘blueprint’ for developing a Direct Mail Program that will invite donors to support the mission and goals of their organization. 

...

Moderators
avatar for Barb DeCramer

Barb DeCramer

Rochester Franciscans - Sisters of Saint Francis

Speakers
avatar for Sr. Joan Rychalsky, IHM

Sr. Joan Rychalsky, IHM

Co-Director Mission Advancement, Sisters, Servants of the Immaculate Heart of Mary
Presently, Sr. Joan works as Co-Director of the IHM Mission Advancement Office at Immaculata, PA. She initiated a development strategy for the IHMs thirteen years ago and has supervised the growth of a dynamic program and is currently conducting a $6 million campaign for the IHM community’s... Read More →
avatar for Sr. Peggy Scarano, OP

Sr. Peggy Scarano, OP

Regional Representative, SOAR!
Peggy Scarano, OP has been a Dominican Sister of Sparkill, NY since 1964.  For the past 30 years she has been involved in the ministry of fundraising, with 28 of these years as Development Director for her congregation.  Prior to this she was a classroom teacher and grade school... Read More →


Tuesday October 7, 2014 10:15am - 11:15am
Salon B

10:15am

Changing How You Address Intellectual Property Issues
Tips for the Institution and Those Who Support It

This presentation will address Intellectual Property concerns from three viewpoints:  the institution; institutional staff; and consultants and service providers.  The speaker will discuss the critical stake that institutions have in intellectual property relating to copyright, patenting, technology transfer, the use of databases in research, and distance education.  The institution must develop clear and coherent policies to protect its interests.  Such policies must be understood and adhered to by staff and consultants and service providers, yet must be flexible enough to promote cooperation and synergies among all those who support the institution's mission.


Moderators
avatar for Fr. Charles F. Shelby, C.M.

Fr. Charles F. Shelby, C.M.

Vice Chancellor, Office of Advancement, DePaul University
Since September 2005 Rev. Charles F. Shelby, C.M., has served as a Vice Chancellor at DePaul University in Chicago.  His duties are university-wide and include promoting the Vincentian and Catholic mission of the university, public relations, fund-raising, and correspondence... Read More →

Speakers
BG

Brian Gilomen, J.D.

Adjunct Faculty, DePaul University, School of Public Service
Brian Gilomen received his B.S. in political Science (with an additional major in Theater) from the University of Illinois in 1976, and his J.D. from IIT/Chicago/Kent College of Law in 1979.  After a 5-year stint in a large private Chicago law firm representing public utilities... Read More →


Tuesday October 7, 2014 10:15am - 11:15am
Salon C

10:15am

How to Identify Planned Giving Prospects on Your Major Giving List
The good news: your donor list probably has some very strong planned giving prospects on it. The challenge: the factors that highlight donors likely to give major gifts aren’t the same for planned giving donors. How do you identify planned giving prospects? By understanding the different philanthropic and wealth markers that correlate with future planned giving. Learning objectives: • Factors that identify planned giving donors • Free, low cost and premium tools to identify planned giving donors

THe objectives of this session are to:

1. - Identify the philanthropic and wealth makers that best predict planned giving donors

2. - Highlight free, low cost and premium tools to identify and research planned giving donors

3. - Explain how to analyze data that points to planned giving donors and how to formulate approach strategies


...

Moderators
MB

Mary Bannon

Corporate Director of Philanthropy and Planned Giving, Franciscan Sisters of Chicago

Speakers
avatar for William Tedesco

William Tedesco

CEO, DonorSearch
Bill Tedesco is a well-known entrepreneur in the field of philanthropy with over fifteen years of experience at the helm of companies serving the fundraising profession. He has personally conducted original research to identify markers of philanthropy and has developed a how to guide... Read More →


Tuesday October 7, 2014 10:15am - 11:15am
Salon F

10:15am

Key Trends and Direct Marketing Analysis for Catholic Organizations
This session highlights key trends from the National Index of Fundraising Performance and focuses on the Catholic organization sector. The Target Analytics Index of National Fundraising Performance analyzes direct marketing giving for many of the largest nonprofit organizations in the country. Based on the quarterly results of the 2014 Index, we present fundraising trends — based on actual donor gift data — from among the largest and most recognized nonprofit organizations in the United States. Evaluate significant multi-year metrics such as donor acquisition, retention, and revenue per donor by various sectors within our participating sample. Gain valuable insight that can help you and your clients interpret donor behavior.

In this session you will:

1. - Learn how you can analyze donor lifecycle behavior and find gaps in your fundraising program

2. - See into the future of where fundraising trends are heading


...

Moderators
avatar for Ann Marie Gardiner

Ann Marie Gardiner

Director of Development, Sisters of Charity of New York
Anne Marie Gardiner is the Director of Development for the Sisters of Charity of New York.  She has over 25 years in Development, working with men and women religious Congregations.  Anne Marie sits on the Seton Associate Advisory Board for the Sisters of Charity of Saint Elizabeth... Read More →

Speakers
avatar for George Durney

George Durney

Director of Sales, Target Analytics
George Durney is currently the Director of Target Analytics Sales and has been with Blackbaud for the last seven years. Prior to that, he spent seven years with Nielsen’s Internet Audience Measurement Group, NetRatings, as Senior Vice President of Sales. NetRatings measured the... Read More →
avatar for Mark Etling

Mark Etling

Donor Development Manager, Missionary Association of Mary Immaculate, Oblate Missionary Society, Inc.
Mark Etling is Donor Development Manager for the Missionary Association of Mary Immaculate (MAMI), NCDC Active Member in Belleville, Illinois. MAMI is a division of Oblate Missionary Society, Inc. the fundraising organization for the Oblates’ United States Province. Mark is involved... Read More →
AW

Amanda Williams

DonorCentrics Solutions Consultant, Target Analytics
Amanda Williams manages the donorCentrics benchmarking program for Target Analytics, a division of Blackbaud.  In her role she oversees the reports, meetings, and collaborative peer groups for all non-profit organizations who participate in donorCentrics, a collaborative benchmarking... Read More →


Tuesday October 7, 2014 10:15am - 11:15am
Los Angeles/Miami

10:15am

Major Gift Societies

Major gift societies are highly effective vehicles for promoting and growing annual funds.  As institutions experience declining donor counts, intensifying major gift activity becomes increasingly important in reaching annual fund goals, nurturing continued giving, and building donor profiles that are foundational to assessing capital campaign capabilities.   Giving societies provide a major gift marketing platform and a defined process for constituent engagement.  The relationships, trust and loyalties built over time are invaluable to strengthening development programs and sustaining missions in challenging and competitive times.

 In this session we will:

1. - Develop the rationale for creating a giving society

2. - Discuss methods of growing society membership, and overall benefits of the society.

3. - Provide "how to" process and sample materials ...

Moderators
avatar for Anna Quinones

Anna Quinones

Chief Development Officer, St. Catherine Church
Highly creative, passionate, individual who loves to invite others to join me in supporting the mission and great work being done at St.Catherine's Catholic church in Morgan Hill.

Speakers
avatar for Debra A. Lethlean

Debra A. Lethlean

Development Director, Archdiocese of Milwaukee
Debra Lethlean, Development Director for the Archdiocese of Milwaukee, has 17 years of development experience in annual, major and planned giving, capital campaign administration and consultation, giving societies, special events, board management, and grant writing.  Debra successfully... Read More →


Tuesday October 7, 2014 10:15am - 11:15am
Salon G

10:15am

Taking It To the Next Level: Digital Marketing for Fundraising

You have a website, email list, and Facebook page.  Now what?

Avoid common pitfalls of having these tools without fully leveraging them.  In this session you'll learn how to actually make use of your website and social media channels for impact.  Reaching fundraising goals starts with a plan, so first we'll cover how to put together a marketing plan and then move into how to utilize what you have to execute it.

From digital marketing strategy 101, to video integration for cutting-edge campaigns and conversion techniques, this is a session you won't want to miss!  Specific fundraising case studies will be covered and walked through step-by-step, to provide actionable information and tips you can take back to the office after the conference.  Through digital marketing, you can learn to fundraise without breaking the bank, by fully leveraging what you have.


Moderators
avatar for Linda M. Micciche, MNA

Linda M. Micciche, MNA

Director of Development and Digital Communications, Sisters of the Holy Family
Sisters of the Holy Family, Director of Development and Digital Communications since 2004 | | Professionally interested in: Nonprofit organizational development, fundraising and Management 20+yrs. Focus on: Climate, Earth, Human+Social Justice, Peace and Catholic issues. | Living... Read More →

Speakers
LM

Lynne Moyer

Founder and Managing Director, Luminate Marketing
Lynne Moyer is the Founder & Managing Director of Luminate Marketing, a company that makes missions visible though marketing for churches and nonprofits.  Luminate Marketing has a proven track record of success helping organizations leverage both organic and paid content to engage... Read More →


Tuesday October 7, 2014 10:15am - 11:15am
Salon A

10:15am

Using Special Events to Build Community and Advance Your Mission
Events are a key component of many nonprofit organizations’ annual development plan. The most successful events are ones that are strategic and focused on building community to advance an organization’s mission. In this session, we’ll share the building blocks for a successful event and offer some suggestions on how you can use the information you already have to make your next event more strategic and more successful than ever!

This session will:
1. - Identify the main components of a strategic, successful event: timing, purpose, budget, message and volunteers
2. - Provide concrete examples on how to best utilize data to develop and run a successful strategic event
3. - Show you how to increase your staff capacity with the use of volunteers and build a team that will help you reach your goals

Moderators
LP

Lynn Poly

Director of Annual Giving, Sisters of Mercy, West Midwest Community

Speakers
avatar for Chris Bicknell

Chris Bicknell

President, Little Green Light
I started fundraising out of college and have many years of experience serving as a campaign consultant with CCS Fund Raising and leading seasoned fundraising staff at the local, regional, and national levels. I'm proud to be Little Green Light's chief product strategist. I graduated... Read More →
avatar for Timi Paccioretti

Timi Paccioretti

Account Manager, Little Green Light
With over 25 years of development and management experience working with non-profit organizations, I am passionate about assisting mission driven organizations to better manage their constituent and fundraising data so that they can be more strategic in their outreach and development... Read More →
MT

Madelyn Thompson

Director of Corporate and Community Relations, University of Illinois at Chicago
Madelyn Thompson has more than 20 years experience in fundraising. Her experience encompasses corporations, (corporate foundations as well as corporate sponsorship) foundations and governmental agencies. Madelyn has planned and staffed special events for premier donors as part of... Read More →


Tuesday October 7, 2014 10:15am - 11:15am
Salon H

11:15am

Break and Drawings
Tuesday October 7, 2014 11:15am - 11:45am
Grand Ballroom, 7th floor

12:15pm

1:45pm

12 Months, 12 Strategies, 12 Takeaways to Impact Your Major Gift Efforts!

Does your organization need to start a major gift program? Enhance one that is already in place? Whatever the case, this is the session for you! Led by two veterans in philanthropic development, this inspirational session will highlight 12 major gift strategies that organizations can implement over 12 months. Come hear successful techniques taught by a 100-year old major gift fundraising firm and one of its partners-in-ministry which is one of the largest providers of food, clothing and shelter in the Deep South. We want to hear your success stories and challenges as well! Participants will come away with 12 (or more) solid takeaways known to impact major giving. What are you waiting for?

...

Moderators
RA

Ronald Audette

Senior Gift Officer, Mater Ecclesiae College

Speakers
avatar for Leslie

Leslie

Chief Executive Officer, American City Bureau, Inc.
ACB is a 105-year-old firm specializing in major gift/donor development, capital campaigns, feasibility studies and development office audits. I'd love to tell you about how we're raising millions of dollars for Catholic non-profits and introduce you to some of our NCDC client partners... Read More →
avatar for Chad McEachern

Chad McEachern

President and CEO, Edmundite Missions
 Exciting. Experienced. Engaged. Just a few of the words used by many to describe the ministry of Chad McEachern, President & C.E.O. of the Edmundite Missions. At the Edmundite Missions, Chad provides oversight, vision, and management to all aspects of the organization. He ensures... Read More →


Tuesday October 7, 2014 1:45pm - 2:45pm
Salon G

1:45pm

Be The Best You Can Be: Actions You Can Take in 2015 to Move Yourself and Program Forward

It can be overwhelming to run a development program, but you need to get out of the weeds, keep your head up and take positive steps for a healthier future.  In this session, we will look at some tough but realistic goals to aim for in 2015 that will help you to move yourself, your staff and your program forward.

1.       Be Your Own Worst Critic (do a department audit)

2.       Knowledge is Power (keeping up with trends)

3.       Working on the Relationship (investing time in top donors)

4.       Building Bridges (sharing your goals/methods with leadership)

...

Moderators
avatar for Sister Mary McFadden, SSJ, CFRE

Sister Mary McFadden, SSJ, CFRE

Consultant, Development Consultants
Sister Mary McFadden, SSJ, CFRE, a Sister of Saint Joseph of Philadelphia, PA, has been involved in development ministry since 1992. She served as Co-director of Development for her congregation from 1992-2003 during which time she obtained a master’s degree in Philanthropy and... Read More →

Speakers
avatar for Mary Bogucki

Mary Bogucki

Senior Vice President, Amergent
Mary has been with Amergent since 1999 and currently serves as Sr. Vice President. She has spent 30+ years in client and project management. For over 15 years, she has focused on direct marketing in both the commercial and not-for-profit arenas, bringing results-driven strategic... Read More →
avatar for Patricia Regan, CFRE

Patricia Regan, CFRE

Executive Director of Development, Trinity Missions
Pat has been with Trinity Missions, the fundraising office of the Missionary Servants of the Most Holy Trinity, for 27 years. She leads all aspects of an integrated fundraising program, including planned giving and major gifts, grant writing, direct mail, digital marketing, monthly... Read More →


Tuesday October 7, 2014 1:45pm - 2:45pm
Salon B

1:45pm

Integrating Estate Gifts into Planning
This presentation will suggest ways to integrate estate gifts to charity as part of the estate planning process. We will examine current trends in charitable estate planning as well as the types of donors who make these amazing gifts. We will review the three important questions donors ask and answer before they make an estate gift to charity and discover how these questions impact the planning process. A number of estate plans will be reviewed to reveal the results of an integrated planning process.

The objectives of this session are to:

1.  Inform of the increasing necessity for estate gifts in development programs.

2.  Show current trends in estate planning for various donor types.

3. Explain the three questions a donor must answer before they make an estate gift

    to a charity

 


...

Moderators
avatar for Bro. Tobias Dammert

Bro. Tobias Dammert

Dir. of Development, Benedictine Mission House

Speakers
avatar for Matthew McBurnie, MBA, CEP

Matthew McBurnie, MBA, CEP

Executive Director, Riverside Healthcare Foundation
Mr. Matthew McBurnie, MBA, CEP: | | Mr. McBurnie launched into philanthropy in the summer of 2003 as the Executive Director of the United Way of Kankakee County. While there, annual fundraising campaigns grew by 20%, including his final year with 12% campaign growth, the highest... Read More →
avatar for Eddie Thompson, Ed.D., FCEP

Eddie Thompson, Ed.D., FCEP

Founder/CEO, Thompson & Associates
I am passionate about helping! Through Thompson & Associates, I love helping donors work through the process of charitable estate planning. I believe that giving good people time to think about important life decisions as we engage them in thoughtful discussion on important topics... Read More →
avatar for Ben Powell

Ben Powell

Senior Vice President, Thompson & Associates
I have served individuals and churches with financing and investing services for over thirty years. Since 2003, through Thompson & Associates, I have served Christian nonprofit organizations and churches with charitable estate planning. It is such a joy to assist ministries' supporters... Read More →


Tuesday October 7, 2014 1:45pm - 2:45pm
Salon F

1:45pm

Metrics That Matter: Measuring the Success of Your Fundraising Efforts in a Multi-Channel Environment

You value what you measure and you measure what you value. Learn the top 10 things your organization should be measuring and why. Identify ways to measure the impact of your social media efforts in addition to your traditional communication channels.

In this session you will learn to:

1. - Identify the top 10 key metrics your organization should be measuring

2. - Determine the impact of multi-channel communications efforts

3. - Measure your digital ROI

...

Moderators
avatar for Louise Moore, CFRE

Louise Moore, CFRE

Vice President, Cull Martin & Associates, Inc.
Cull Martin & Associates specializes in complete fundraising services for non-profit organizations including: ;strategic planning  donor and acquisition programs; name list management; copy, design and execution; printing and mailing services; direct response advertising;  development... Read More →

Speakers
KH

Kathy Hall

Assistant Vice President for Advancement, Lutheran Social Services of Illinois
avatar for Mark Loux

Mark Loux

Senior VP Strategy and Client Services, Douglas Shaw & Associates
A third generation fundraiser, Mark Loux has helped hundreds of not-for-profit organizations raise funds they need through innovative and effective direct response strategies, for more than 30 years. His outside-the-box approach to strategy has resulted in break-through tactics that... Read More →


Tuesday October 7, 2014 1:45pm - 2:45pm
Salon H

1:45pm

The 3 A's of Social Media Success

Ever since social media gained widespread adoption, one persistent question has vexed individual users and brands: What do we talk about online? Knowing what content is best to post can mean the difference between an active online community and a barren digital wasteland.

Nonprofit organizations should focus on three categories of content in their social media messaging -- the "three A's." Attend this session to find out how you can apply each of the three A's to your organization's social content in order to maximize engagement, achieve search engine rankings, increase website traffic and generate donations. We'll also explore how best to measure the success of your social media efforts.

...

Moderators
LM

Lauren Merrill

Manager of New Market Channels, Catholic Relief Services

Speakers
avatar for Steven Shattuck

Steven Shattuck

Chief Engagement Officer, Bloomerang
Steven Shattuck is Chief Engagement Officer at Bloomerang. In addition to leading the sales, marketing and customer advocacy teams, he curates our blog, administers our weekly educational webinar series and hosts Bloomerang TV, a video podcast that interviews fundraisers and consultants... Read More →


Tuesday October 7, 2014 1:45pm - 2:45pm
Salon A

1:45pm

The Quest for Ethical Best Practice

What is ethical best practice and how do you achieve it? This presentation discusses the difference between negative or compliance-based ethics and the positive ethics of values and virtue. It then describes how you can develop virtues in yourself individually, cultivate a positive ethical culture in your organization, and maintain a strong moral awareness so you do not make ethical errors. The session will encourage you to draw upon your religious and philosophical views to reflect upon virtue and values, and will present findings from recent scientific research on how to use psychology to develop virtue and make better moral decisions.


Moderators
SC

Sr. Cathy Katoski, OSF

President and Director of Development, Sisters of St. Francis of Dubuque, Iowa

Speakers
CE

Christopher Einolf, Ph.D.

Chair, Master's in Nonprofit Management Degree Program, DePaul University, School of Public Service
Chris Einolf chairs the Master’s in Nonprofit Management degree at DePaul University’s School of Public Service. His teaching and research focus on ethics, altruism, human rights, volunteering, and charitable giving.  


Tuesday October 7, 2014 1:45pm - 2:45pm
Salon C

1:45pm

The Secrets Behind Breakthrough Creative Acquisition
We’ve all seen it! The test ideas we like the best bomb, and others rock even though they don’t seem so amazing to us. That’s the beauty and importance of testing. This fast-paced session is packed with acquisition case studies and results showing what has worked and “not” for a variety of organizations. From the smallest element to full-package tests, you’ll leave with lots of strategic and creative ideas that will impact your acquisition program. This session was a tremendously popular, standing room only session at the 2012 New York Nonprofit Conference. Content will be updated to include the latest and greatest tests and breakthroughs.

In this session you will:

1. - Learn how and what to test: outer envelopes, offers, gift arrays, letter copy, inserts, reply envelopes, premiums and more with lots of examples and results, including a few surprises!

2. - Find out how to “beat a control” through revolutionary whole package testing

3. - Understand that donors tell us what works and what doesn’t – you’ll see why sometimes it’s the little things that can have a big impact on results


...

Moderators
SF

Suzanne Florence-Zavatter

Manager of Donor Development, Association of Marian Helpers

Speakers
avatar for Robin Riggs

Robin Riggs

Chief Creative Officer, RobbinsKersten Direct
Robin Riggs, an award winning creative director and copywriter, serves as Chief Creative Officer of RobbinsKersten Direct. She believes the best fundraising creative comes from the heart and the mind. Robin has the unique ability to be data-driven while developing innovative, multi-channel... Read More →


Tuesday October 7, 2014 1:45pm - 2:45pm
Los Angeles/Miami

2:45pm

3:15pm

2014 Planned Gifts Online Marketing Study Analysis
Analysis of email, web, mobile and social media analytics for planned giving and a Catholic Nonprofit Case Study

What online content generates responses for planned gifts? What are donors’ preferences for your planned giving emails? What tracking metrics will assess planned gifts social media success? If you wonder about donors’ responses when they see eMarketing, attend this session. Based on the very first online planned gifts marketing study of donor patterns and research, explore the most effective strategies for reaching your donors though web, email and social media. You will receive facts, evaluate your eMarketing and be on target for success.

The objectives of this session are to:

1. - Affirm effective online planned giving marketing based on donors' activities

2. - Provide a basis for organizations to evaluate their online planned giving marketing

3. - Increase responses from online connections with prospective planned giving donors


...

Moderators
AS

Amelia Stenger

Director of Development, Ursuline Sisters of Mount Saint Joseph

Speakers
avatar for Sandra Henningsen, CGPA

Sandra Henningsen, CGPA

Assistant Vice President, Cescendo Interactive, Inc.
Sandra Henningsen, CGPA, Assistant Vice President  Crescendo Interactive, Inc.,  oversees GiftLegacy eMarketing services.  She mentors charities in establishing planned giving websites and marketing planned gifts using the Internet, eNewsletters, social media and royalty-free literature... Read More →
avatar for Rev. Samuel Bellino, SJ

Rev. Samuel Bellino, SJ

Director of Legacy Planning, California Province of the Society of Jesus
Rev. Samuel P. Bellino, S.J., Director of Legacy Planning for the California Province of the Society of Jesus (the Jesuits), oversees planned giving activities over a five-state region (Arizona, California, Hawaii, Nevada, and Utah). These duties consist of cultivating, soliciting... Read More →


Tuesday October 7, 2014 3:15pm - 4:15pm
Salon F

3:15pm

Case Study: Changing from an In House Caging Operation to an Outsourced Model

In this changing world, what was once acceptable operation practices are no longer. Now the need for accountability is a requirement as it relates to best practice standards surrounding the protection of donor data, payment information, and web security. These requirements have caused a growing trend of outsourcing payment operations to third party vendors. This presentation will review specific case studies of two Catholic organizations that went from an in house to outsourced caging operation. We will review what the driving factors to outsource were, lessons learned, benefits realized, and highlight specific items in their current process.

...

Moderators
SM

Sr. Mary Paul Asoegwu

Director of Development, Daughters of Divine Love Congregation

Speakers
avatar for Ryan Butts, CFRE

Ryan Butts, CFRE

Vice President for Institutional Advancement, Mundelein Seminary
As Vice President for Institutional Advancement for the University of Saint Mary of the Lake/Mundelein Seminary, Ryan oversees all fundraising and marketing efforts for the largest Catholic graduate seminary in the United States. In addition, Ryan is a board member for the National... Read More →
avatar for Paulette Karas, FMS, CFRE

Paulette Karas, FMS, CFRE

Co-director of Development, The Marist Brothers
Paulette has been with the Marist Brothers, NCDC Active Member, since the inception of their development.  Together with Br. Hugh Turley, Paulette co-directs a comprehensive development and fundraising program for the Province of the United States.  Paulette is a CFRE and currently... Read More →
avatar for Tiffany Fortier

Tiffany Fortier

Vice President of Sales, Marketing, Client Relations, FISC Solutions
Tiffany Fortier serves as Vice President of Sales, Marketing and Client Relations at FISC Solutions, a nationwide back office processing service company. She is responsible for the overall coordination, management, and leadership of FISC’s sales, marketing, and client relation divisions... Read More →


Tuesday October 7, 2014 3:15pm - 4:15pm
Salon B

3:15pm

Go Mobile or Fall Behind

The rapidly changing mobile marketplace provides new and exciting marketing opportunities. This session will provide the basic overview of the types of mobile marketing, how these advertising tools can be effectively targeted to deliver your message and what type of results can be expected. 

 

We will also quickly discuss the current trends in mobile marketing, the influence of mobile devices in our everyday life and how this emerging marketing vehicle will continue to gain significance in the overall advertising media mix in the future.


Moderators
avatar for Lisa Quist

Lisa Quist

Manager of Gift Planning, Maryknoll Fathers and Brothers
           

Speakers
TM

Travis McGlasson

Interactive Sales Manager, Marquette Group
Travis McGlasson is responsible to developing innovative digital marketing campaigns for Marquette Group clients and providing strategic consultation to the internal account management team. He also works closely with the digital product team to develop campaign optimizations and... Read More →


Tuesday October 7, 2014 3:15pm - 4:15pm
Salon A

3:15pm

Grantwriting and Beyond

Grant writing is a misnomer. To win grants you must do more than write good  copy. In this session, you’ll learn the process of preparing grant proposals that win while staying calm, generous, and true to yourself. Taught by the author of Grant Writing Revealed: 25 Experts Share Their Art, Science, and Secrets which is available to the non-profit community on a gift basis. We will examine the four main building blocks of grant development: research, relationships, planning, and writing. We’ll also look at what grant funders really want so that you can create a healthy give and take relationship. This will be an interactive, engaging session. 

Session Intention:  You will feel safe to take new actions that now feel intimidating to you and you will see grant development in a new light.

Learning Objectives:

1. Have a clear understanding of the four fundamental elements of grant development success.

2. Awareness of the sacred nature of grant development.

3. Learn the 15 things that funders most commonly want to see in a grant application.

...

Moderators
RC

Robin Cabral,MA, CFRE

Holy Cross Family Ministries

Speakers
avatar for Jana Jane Hexter, GPC

Jana Jane Hexter, GPC

President, GrantsChampion
Jana Jane Hexter is an intuitive and author of Grant Writing Revealed: 25 Experts Share Their Art, Science, and Secrets, and founder of GrantsChampion, a grant training business. She has written well over 150 successful proposals and raised over $32 million for her clients. Empowering... Read More →


Tuesday October 7, 2014 3:15pm - 4:15pm
Salon H

3:15pm

Prophetic Leadership: A New Paradigm for Mission Advancement

As advancement leaders, we are called to be prophetic: not to predict the future, but to speak for God through our ministries so that our efforts become the message.   We have a duty to inform, influence and implement decision-making within our organizations as well as to involve lay volunteers (and donors) to support us in our work. 

This session will discuss the responsibility of advancement and development professionals to sustain our organizations’ respective missions through increased lay involvement on boards, councils and committees, and how that responsibility can be realized through prophetic leadership.

 

 

...

Moderators
avatar for Marian Wolaver

Marian Wolaver

Director of Operations and Development, Servants of the Paraclete
Marian Wolaver, M.Ed is Director of Operations and Development for the Servants of the Paraclete (NCDC Active Member). Marian’s 30 years of fundraising experiences range from development office start up at Ursuline Academy in St. Louis to founding Executive Director of Covenant... Read More →

Speakers
avatar for Gregory Griffin, CFRE

Gregory Griffin, CFRE

Congregational Director, Mission Advancement, Sisters of St. Francis of the Neumann Communities
Greg has served as Director of Congregational Mission Advancement for the Sisters of St. Francis of the Neumann Communities since July 2010. He leads an office of twelve lay professionals and sisters who work in the sisters’ residential communities in Syracuse, NY; Buffalo, NY... Read More →
avatar for Daniel McCormack

Daniel McCormack

President and CEO, Hospital Sisters of St. Francis Foundation
            A native of St. Louis, Dan McCormack received his B.A. from Rice University and his J.D. from Tulane University.              He has held administrative and/or fund development roles with The Methodist Hospital System, Texas Heart Institute, Rice... Read More →


Tuesday October 7, 2014 3:15pm - 4:15pm
Salon C