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Welcome to the conference! Visit the Conference Concierge for all your on-site needs and view the full schedule below. 
Saturday, October 8
 

8:30am EDT

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

Saturday October 8, 2016 8:30am - 1:30pm EDT
Baltimore 1

1:00pm EDT

1:00pm EDT

Registration Desk Open
Saturday October 8, 2016 1:00pm - 5:00pm EDT
Woodrow Wilson Registration Desk

2:00pm EDT

Leveraging Social Media 101: Messaging to Trending
Social media have proliferated over the past decade and their application to health has been more recently growing in consideration and use. A number of factors are contributing to this including their real-time nature, ability to track and collect data, the openness of the medium, and their fast-paced nature of the platforms that enables rapid and ubiquitous sharing of messaging and content.
The development and demand for these platforms and applications, however, have outpaced the research and evidence to demonstrate successful implementation and evaluation of their efficacy and validity for various initiatives. Successful implementation of these platforms means appropriate evaluation of the considered strategy and how it supports the program objectives of the initiative. Moreover, even with successful implementation, the disconnect between the online and offline worlds makes it challenging to evaluate their impact as it relates to impact.
This interactive workshop will present an overview of how to think about social media beyond traditional platforms such as Facebook and Twitter; opportunities for use in campaigns; frameworks for planning social media interventions; and frameworks and strategies for evaluating these initiatives. 

Moderators
avatar for Beni Gibson

Beni Gibson

Director of Operations, Trinity Missions

Speakers
avatar for Amelia Burke-Garcia

Amelia Burke-Garcia

Senior Director of Digital Media and Director of the Center for Strategy & Research, Westat
Amelia Burke-Garcia is Westat’s Senior Director of Digital Media and Director of Westat’s Center for Digital Strategy & Research. With over 12 years of experience in digital, social, and mobile media, she is an innovator in the digital space for the public sector. Her most recent... Read More →


Saturday October 8, 2016 2:00pm - 5:00pm EDT
Baltimore 2
 
Sunday, October 9
 

7:30am EDT

Registration Desk Open
Sunday October 9, 2016 7:30am - 5:00pm EDT
Woodrow Wilson Registration Desk

8:00am EDT

8:00am EDT

8:30am EDT

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 9, 2016 8:30am - 9:30am EDT
Baltimore 2

8:30am EDT

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 9, 2016 8:30am - 10:00am EDT
Baltimore 1

8:30am EDT

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 9, 2016 8:30am - 10:00am EDT
Annapolis 1

8:30am EDT

Planned Giving and Major Gifts 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.

Sunday October 9, 2016 8:30am - 10:30am EDT
Baltimore 3

10:00am EDT

Primer for Beginners
You are new to the Ministry of Fund Raising.   So where to begin? What is it that you really need to know as you embrace this ministry?  This session will present you with a solid blueprint of starting points - from planning, to basic facts, to donor cultivation to ‘landing’ the first of many gifts.  You'll learn the “A to Z” essential components of a comprehensive development program.  Included will also be mentoring from ‘seasoned’ fund raising professionals that will meet individually with you to ‘walk through’ the conference sessions so that you can “Invigorate Your Mission Through the Magic of Catholic Philanthropy”. 

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 →
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 →


Sunday October 9, 2016 10:00am - 12:00pm EDT
Annapolis 3

10:15am EDT

Exhibitor Meeting
Sunday October 9, 2016 10:15am - 11:00am EDT
Baltimore 2

10:30am EDT

Spirituality of Administration: Leading and Fundraising

Administration is listed as one of the gifts to the church in Paul’s First Letter to the Corinthians (12:28).  But many pastors and church leaders in various institutional roles are “reluctant” to be engaged in administrative service and consider it a necessary evil or an impediment to their real work of ministry.  This presentation will affirm that the various facets of administrative service, including fund raising, are essential for the mission and witness of the church by exploring the biblical foundations for such a call to service.  The New Testament shows that administrative service is an authentic expression of Christian discipleship.

 


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
avatar for Don Senior, CP

Don Senior, CP

President Emeritus, Catholic Theological Union
Rev. Donald Senior, C.P., is President Emeritus and Chancellor of Catholic Theological Union in Chicago (CTU), the largest Roman Catholic graduate school of ministry in the United States, where he is also a member of the faculty as Professor of New Testament.  Born in Philadelphia... Read More →


Sunday October 9, 2016 10:30am - 12:00pm EDT
Annapolis 4

12:30pm EDT

Opening Eucharistic Celebration
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Sunday October 9, 2016 12:30pm - 1:30pm EDT
Woodrow Wilson BCD

1:30pm EDT

Innovation Station: Unraveling the Mystery of Donor Retention: Improve donor loyalty AND lifetime value today
The key to sustainability and lowering costs is retaining current donors. 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 value. Next, we'll discuss how your measures compare against the national averages, including those obtained through the 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 also discuss recommendations and best practices on what you can do improve your donor retention.

Presented by:  DonorPerfect CRM Fundraising Software

(Innovation Station is an opportunity for exhibitors to showcase new ideas and services)

Sunday October 9, 2016 1:30pm - 2:30pm EDT
Baltimore 3

1:30pm EDT

1:30pm EDT

3:00pm EDT

Innovation Station: Creating Time Where Time Doesn't Exist: Outsourcing as a Sustainable Solution.
How many times do you find your "To Do" list of BIG dreams getting bigger and bigger, but you never seem to get any of those dreams done? It is because you do NOT have time. Yes, we said it, you don't have the time. Planning resources, including outsourcing those ideas, and utilizing the best digital resources and tools without breaking the bank, is the most sustainable solution. . We will walk you through the planning process for outsourcing and introduce you to digital tools in the marketplace that can provide similar, cost-effective results for your organization to use if outsourcing is not an option. You will walk away knowing how to tackle your big dreams and at the very least, knowing people to help you accomplish it for you!

Presented by Design BIG Dreams

(Innovation Station is an opportunity for exhibitors to showcase new ideas and services)

Sunday October 9, 2016 3:00pm - 4:00pm EDT
Baltimore 3

4:00pm EDT

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 9, 2016 4:00pm - 5:00pm EDT
Woodrow Wilson A
  General Session
  • Session Number 4

5:00pm EDT

 
Monday, October 10
 

6:00am EDT

24 Hour Prayer Room
The 24 hour Prayer Room is open to all from Sunday, October 9 at 8:00 am – Wednesday, October 12 at 9:00 a.m.

Monday October 10, 2016 6:00am - 7:00am EDT
Baltimore 5

7:30am EDT

7:30am EDT

Registration Desk Open
Monday October 10, 2016 7:30am - 4:30pm EDT
Woodrow Wilson Registration Desk

8:00am EDT

Exhibit Hall open
Monday October 10, 2016 8:00am - 5:45pm EDT
Prince George's Exhibit Hall B

8:00am EDT

8:30am EDT

9:45am EDT

Keynote Address: The Performance Imperative and the Year of Mercy

In this keynote address, Ms. Zeman will focus on The Performance Imperative (PI), a framework that was developed by the Leap Ambassadors Community to help faith-based and secular nonprofits perform at a level worthy of their calling and the people they serve.

She will challenge the audience to ask themselves what it would take to look in the mirror and know that their organization is making a meaningful, enduring difference – beyond what would have happened if it had never existed. She will describe a common definition of “high performance,” one that was developed by dozens of nonprofit leaders from across the country, and will detail the seven organizational pillars that can help nonprofit organizations progress on their journey toward high performance.

Ms. Zeman will introduce the audience to the concept of high performance, and challenge them to use the PI as a way to guide and bear witness to their journey to high performance as a means to achieve better outcomes for the people they serve, and to demonstrate their effectiveness to their funders.

 


Speakers
avatar for Denise San Antonio Zeman

Denise San Antonio Zeman

Leap of Reason Ambassadors Community, Morino Institute
Denise San Antonio Zeman is a dynamic, outcome and mission-focused professional with over thirty years of executive level experience in philanthropy, health care administration, human services, and higher education. She is currently serving as a member of the Leap of Reason Ambassadors... Read More →


Monday October 10, 2016 9:45am - 10:45am EDT
Woodrow Wilson A
  General Session

10:45am EDT

Beyond the Basket: Inspiring Parishioners to Give Outside of Mass
This session is your quick-start guide to building an online fundraising campaign that inspires your constituents to give beyond the collection. We will focus on how to use your website, email, and social to engage with your constituents during the holiday season. You'll walk away from this session with the latest best practices for using your online program to strengthen your relationship with the congregation and accelerate December fundraising.   

Key takeaways include:
1. Checklist to create your own EOY campaign communication plan, including acquisition,   
    stewardship, and appeal stages;
2. Tips for optimizing your website and donation forms;
3. Guide to ideal audiences for email segmentation
4. Overview of a multi-channel campaign, including social media, search engine    
    optimization, and peer-to-peer opportunities; 
5. Key data points for reporting after the campaign ends.

Objectives:
1. Provide best practices for building an effective online fundraising campaign
2. Prepare organizations for an optimized multi-channel end-of-year fundraising campaign
3. Provide strategic direction for donor engagement and stewardship with the goal of converting parishioners to consistent givers.









Moderators
avatar for Kimberly Jetton

Kimberly Jetton

Director of Planned Giving, Archdiocese of Los Angeles
Kimberly Jetton serves as the Director of Planned Giving for The Archdiocese of Los Angeles, which is the largest archdiocese in the U.S., and the 4th largest in the world. She has over 20 years of experience in advancement, with a concentration on planned gifts. Her areas of expertise... Read More →

Speakers
avatar for Kelley Hohl

Kelley Hohl

Senior Interactive Consultant, Blackbaud, Inc.
Kelley is a Senior Fundraising Consultant at Blackbaud, working with nonprofits to raise more funds by applying online marketing and fundraising best practices and strategy using Luminate Online. She got her start in fundraising as Development Manager at the Washington Animal Rescue... Read More →


Monday October 10, 2016 10:45am - 11:45am EDT
Baltimore 4

10:45am EDT

From Walking To Running: Developing an Intentional Planned Giving Program

 This session will cover:

▪         Data Base

  1. Direct Mail measurements:  data base attributes to consider
  2. Finding the sweet spots
  3. Monitoring trends                  

 ▪         Marketing

  1. Right brain/left brain skills:  know your stuff (and know what you don’t know)
  2. Planned Giving newsletters:  how to get them read
  3. Gift Annuities:  beginning a program without institutional risk
  4. Acknowledgement letter brochures: make them your own and save a bundle
  5. Planned Giving web pages:  cost, what to feature, how to feature, updating content and measuring success
  6. Cross marketing:  how direct mail, email and the web can work hand-in-hand
  7. Affinity marketing
  8. The power of the testimonial
  9. The power of creating a personal/professional identity
  10. Developing successful conversion programs for planned giving leads
  11. The Planned Giving Society:  does a donor care?

▪         Internal

  1. Policies and procedures
  2. Working with the finance officer and the direct mail manager
  3. Why planned and major gifts need to play in the same sandbox

 ▪         Visits

  1. Who and how often
  2. How to get in the door
  3. Involving the CEO

 ▪         The Future of Planned Giving

  1. How the field has changed in the last 20 years
  2. External competition
  3. Addressing demographic shifts
  4. Staying current with legislation

▪         Resources

  1. Building a planned giving library
  2. ACGA, PPP, NCDC and local councils
  3. The use of consultants

Moderators
avatar for Amanda Eberhart

Amanda Eberhart

Director of Development, Sisters of St. Francis

Speakers
avatar for Daniel Pritchard

Daniel Pritchard

Director, Planned & 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 →


Monday October 10, 2016 10:45am - 11:45am EDT
Baltimore 2

10:45am EDT

True Stewardship
We will look at the ways in which we can create a culture of stewardship and philanthropy with our donor base. We will discuss a biblical perspective on stewardship and apply it to fundraising strategy.

Objectives:
1. Define "stewardship" from a biblical perspective
2. Connect stewardship to our logistical work as fundraisers
3. Use stewardship to create a culture of philanthropy

Moderators
avatar for Amy Palmer, MA, CFRE

Amy Palmer, MA, CFRE

Director of Development, Adrian Dominican Sisters

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 →


Monday October 10, 2016 10:45am - 11:45am EDT
Baltimore 3

10:45am EDT

5 Ways to Engage Millennials & Raise More Money This Year
How do Millennial values and tech-centric approaches influence donor behavior across all generations? Discover proven tactics for attracting, engaging, and retaining young supporters and redefine giving for your mission. Join this session to create a research-backed plan to engage Millennials as advocates, donors, volunteers, and fundraisers and learn why understanding this generation will help you better connect with donors of all ages.

Moderators
avatar for Elizabeth Cotter

Elizabeth Cotter

Director of Advancement, SJHA
Elizabeth Cotter’s background is in fund raising for Catholic schools and religious orders. She has experience building development teams from the ground up. She is also versed in utilizing creative communication plans that re-connect lapsed donors to organizations’ missions... Read More →

Speakers
avatar for Caryn Stein

Caryn Stein

Vice President, Marketing, Ruffalo Noel Levitz
Caryn Stein is the Vice President of Marketing for Ruffalo Noel Levitz, the leading provider of enrollment and fundraising management for higher education and nonprofits. Ms. Stein is dedicated to helping organizations combine data and technology with compelling fundraising experiences... Read More →


Monday October 10, 2016 10:45am - 11:45pm EDT
Annapolis 2

10:45am EDT

Five Common Misconceptions of Planned Giving
One of the greatest misconceptions about planned giving is that it is difficult. Understanding that gift planning is as much a marketing challenge as it is a product-knowledge exercise is just one of the breakthrough concepts presented in this enlightening session. Every nonprofit organization can, and should, have a healthy and active planned giving program that encourages donors to make larger gifts today, as well as in the future, and this workshop will get you there.

Objectives:
1. Gain an in-depth knowledge of the most common planned giving strategies (hint: not all planned gifts are deferred gifts)
2. Know how to develop marketing strategies to effectively promote planned giving
3. Learn how to effectively ask for and track planned gifts

Moderators
LS

Linda Sroka

Director of Development, Sisters of Mercy - NyPPaW

Speakers
avatar for Daniel Neel

Daniel Neel

President, The Fundraising Resource Group
Daniel Neel, president of The Fundraising Resource Group, has more than 28 years of professional fundraising and financial services experience. He has designed, directed and led fundraising programs that have significantly increased operational funding and provided over half a billion... Read More →
avatar for Ted Sudol

Ted Sudol

Managing Director, Carter
Working with a diverse array of clients, Ted Sudol taps cross-disciplinary experiences in philanthropy & fundraising as a consultant, practitioner, lawyer, and executive in the voluntary, public and private sectors.  Currently Managing Director at Carter, he draws on his roles in... Read More →


Monday October 10, 2016 10:45am - 11:45pm EDT
Annapolis 4

10:45am EDT

How to Hire for Advancement

We will review the talent issues we face as an industry and then present you with the solutions you need to hire staff that will grow with your institution. A few of the issues we will share in this program about searching and hiring the best candidates for development positions include:

  • Assessing needs
  • Preparing and reviewing job descriptions
  • Advertising, promotion, networking
  • Interview processes and dynamic interview questions to ask your candidates
  • The hiring and negotiating process
  • On boarding your new staff members
  • Motivating and retaining your staff

Moderators
CY

Curtis Yarlott

Executive Director, St. Labre Indian School

Speakers
avatar for Robert Driver, CFRE

Robert Driver, CFRE

Executive Director, Gonser Gerber Search
Robert joined the firm in 2012 after a nearly 25 year career in non-profit and advancement leadership.  He began by providing both advancement consulting and executive search services to hospitals and healthcare organizations, colleges and universities, secondary schools and other... Read More →


Monday October 10, 2016 10:45am - 11:45pm EDT
Baltimore 1

10:45am EDT

Leveraging Opportunities: How You Can Use Your Campaign to Energize Leaders, Attract New Donors, and Empower Staff
We all know that campaigns are opportunities to focus your community around common goals and raise extraordinary support for key organizational priorities.  But campaigns have multiple benefits.  It can inspire leadership, elevate giving levels of current donors, and attract new donors.  But how does this really happen?  How can your organization use a campaign, especially in a challenging economic climate, to leverage opportunities to engage your board, revitalize alumni leaders, find new major donors, and motivate and empower staff?  This session will discuss best practices, innovations, and use real examples from recent successful campaigns.

Objectives:
1. Session participants will explore the art of cultivating lasting relationships with high-capacity volunteers, utilizing collaborative communications and developing a comprehensive strategy to support local opportunities.
2. Attendees will also learn how to use the affluence of their networks as well as innovative ways to celebrate and steward volunteer leadership.
3. Finally, attendees will discover the strategies and tactics necessary to empower their staff for success in their campaigns and beyond.

Moderators
AM

Anne Mathis

Director, Diocese of Arlington

Speakers
avatar for Msgr. John Enzler

Msgr. John Enzler

President & CEO, Catholic Charities of Washington, DC
In July 2011, Msgr. John Enzler began as the President and CEO of Catholic Charities of the Archdiocese of Washington, charged with leading an agency that serves tens of thousands of people facing the most pressing human needs in our community each year. A native Washingtonian, Father... Read More →
avatar for Robert Rice

Robert Rice

Principal and Managing Director, CCS
Robert Rice joined CCS in 1987 and, as Managing Director responsible for the Mid-Atlantic and Southeast regions, has provided professional counsel to Catholic, healthcare, education, civic, cultural, and association institutions in the United States and Europe.  Robert is a graduate... Read More →


Monday October 10, 2016 10:45am - 11:45pm EDT
Annapolis 3

10:45am EDT

What's Coming Next and How to Manage It - Part III

It's back! The popular, award-winning panel returns to continue the conversation.  Come participate in this fast-paced, free-form discussion of the current trends in Catholic direct marketing.  All past winners of NCDC’s George Holloway Award, the panelists 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, in a free-form format.


Moderators
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 →

Speakers
avatar for Jack Doyle

Jack Doyle

President & CEO, Amergent
Jack Doyle is President and CEO of Amergent, NCDC Corporate Partner. Jack has been providing fund raising and consulting services to a variety of non-profit organizations for over five decades. He has been a speaker for DMA, NCDC and regional NCDC meetings. Jack is a past Board Chair... 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 10, 2016 10:45am - 11:45pm EDT
Annapolis 1

11:50am EDT

Annual Membership Meeting
Monday October 10, 2016 11:50am - 12:20pm EDT
Annapolis 1

12:00pm EDT

1:45pm EDT

10 Reasons Why Your (e-) Mail Ends Up in the Trash
Before your donors decide to make a gift, they make a series of decisions -- any one of them could result in your letter or email ending up in the trash. This session will show you how to avoid the ten most common reasons why your donors don't respond. You'll discover how you can easily transform your communications to move donors to action.

Objectives
1. Discover the reasons why your donors don't respond to your efforts--online and offline.
2. Learn how to break through the clutter of competition
3. Develop a strategy for improving your results by applying key principles of response

Moderators
KA

Ken Amerson

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

Speakers
avatar for Kathy LoBuglio

Kathy LoBuglio

Vice President, Care Net
Kathy LoBuglio is passionate about increasing the effectiveness of nonprofit fundraising. She marries her twenty-plus years of marketing, communications, and donor relations experience with dedication to consistent analysis and optimization. Through her expertise, she adeptly integrates... Read More →
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 →


Monday October 10, 2016 1:45pm - 2:45pm EDT
Annapolis 1

1:45pm EDT

Case Study: How Inbound Marketing Will Help Your NonProfit Grow
Inbound Marketing provides a strategy for your content that is designed to develop more advocates for your organization. But how does the methodology actually work? And what are examples of an organization using various types of content tailored for personas at different stages of the Advocate Journey? This case study workshop will expose the 4 stages of Inbound Marketing, including how Missionhurst has developed its content to attract and connect with existing and new audiences to drive engagement, support, and advocacy.
 
Objectives:
1. Understanding what “Inbound Marketing” is and how it relates to Donor Development
2. Why content is needed to engage existing and prospective donors
3. How to convert prospects using Inbound Marketing tools (Blogs, Emails, Landing Pages, Calls-To-Action, Premium Content)



Moderators
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 →

Speakers
avatar for Zach Busekrus

Zach Busekrus

Director of Marketing Strategy, Direct Development
Zach Busekrus is the Director of Marketing Strategy at DD and excels at developing custom content marketing strategies for nonprofit organizations. He leads the strategic planning of communications plans that are based on data-driven methodologies and tactics that optimize conversions... Read More →
avatar for Fr. Randy Gonzales, CICM

Fr. Randy Gonzales, CICM

Director of Development, Missionhurst
Fr. Gonzales is originally from the Philippines. From  2001-2007 – he did mission work in Texas for the Archdiocese of San Antonio and Diocese of Brownsville.  Since 2007, he has been involved in direct marketing, meeting donors, and visiting different parishes around the country... Read More →
avatar for Tony Fraga

Tony Fraga

CEO, Direct Development
Tony Fraga has experience with both print and digital media with an expertise in producing variable content. He regularly presents educational sessions on the latest trends in content marketing and how they can be used effectively for nonprofits of all sizes. Tony works out of Direct... Read More →


Monday October 10, 2016 1:45pm - 2:45pm EDT
Annapolis 2

1:45pm EDT

Deep Dive into the How To's of Major Gift Fundraising
Successful major gift fundraising, and the activities that support the effort, is the single most effective way to increase revenue without increasing expenses – while at the same time building lasting relationships. This boot-camp style session will give practical tools and tips on developing, managing, and growing a successful major gifts strategy and program. Topics covered will include: the process of determining who is a major gift prospect using internal knowledge, external research, and anecdotal information; defining the time commitment for who is involved and how many donors can be assigned; creating specific donor plans and strategies; implementing a detailed portfolio management process; and more.

Objectives:
1. Learn how to develop segmentation strategies to identify the right major gift prospects
2. Understand how to create and implement an effective portfolio management process
3. Acquire the knowledge and tools to effectively measure success

Moderators
JB

Jennifer Buell

Development Director, Catholic Charities

Speakers
avatar for Daniel Neel

Daniel Neel

President, The Fundraising Resource Group
Daniel Neel, president of The Fundraising Resource Group, has more than 28 years of professional fundraising and financial services experience. He has designed, directed and led fundraising programs that have significantly increased operational funding and provided over half a billion... Read More →


Monday October 10, 2016 1:45pm - 2:45pm EDT
Baltimore 2

1:45pm EDT

How to Get the Most From Your Development Office

 

Learn how Catholic Extension transformed its fundraising efforts into a donor-centric program that yields results beyond expectations.

This session will cover the secrets that drove increases in annual giving, major gifts, planned giving, donor retention, and donor acquisition.

How can partnering with external sources be most effective? 

How many ways can we thank our donors and retain them for life?

Join us for a lively presentation with practical ideas to try at home.         

Moderators
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 →

Speakers
avatar for Julie Turley, CFRE

Julie Turley, CFRE

Vice President of Development, Catholic Extension
Julie Turley joined Catholic Extension as Vice President of Development in 2007.  She manages a team of 20 professionals with responsibility for annual giving, major gifts, planned giving, and donor relations.  Julie also serves as a major gifts fundraiser for Catholic Extension... Read More →
avatar for Eric Constant

Eric Constant

Senior Director of Development, Catholic Extension
Eric Constant is Senior Director of Development at Catholic Extension.  Among his responsibilities are   strategic leadership and creative direction for the direct marketing and lead annual giving programs.  Under his supervision these programs have experienced substantial growth... Read More →


Monday October 10, 2016 1:45pm - 2:45pm EDT
Baltimore 1

1:45pm EDT

Partnership for Mission: The Role of Community Foundations Today

Today’s community foundations are about mission in both traditional and exciting, new ways.

In this session, participants will come to a better understanding of the meaning and purpose of community foundations and how their institutes, agencies and organizations can partner with a community foundation to help advance their mission, their development efforts and their ministries.

 Both a foundation and a charitable institute will talk about the benefits of partnership and offer concrete examples of how these partnerships are making a difference in Catholic philanthropy.


Speakers
avatar for Sarah Hanley

Sarah Hanley

Executive Director, The Catholic Foundation of Greater Philadelphia
Sarah is the Executive Director of The Catholic Foundation of Greater Philadelphia (CFGP).  She leads CFGP’s Mission Advancement Services (MAS) development consulting division and is responsible for the Catholic Charities Appeal for the Archdiocese of Philadelphia, the St Charles... 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 →
avatar for Daniel Medinger

Daniel Medinger

Corporate Secretary, Board of Trustees, The National Catholic Community Foundation
Daniel Medinger is a Trustee of the National Catholic Community Foundation, currently serving as its corporate secretary. He is also chair of the Communications Council for NCCF.He is president of Advertising Media Plus, a full service media, communications and development firm that... Read More →
avatar for Edward Robinson

Edward Robinson

President, The National Catholic Community Foundation
Mr. Robinson is president of the National Catholic Community Foundation since 1997.Throughout his career, Mr. Robinson has been active in philanthropy and charitable service. With over 40 years of experience in Catholic philanthropy, he has been an active member of the Raskob Foundation... Read More →


Monday October 10, 2016 1:45pm - 2:45pm EDT
Annapolis 4

1:45pm EDT

Segment Your Acquisition, Renewal and Email Files to Get the Most Out of Your Time and Effort
This session will cover the why and how to segment your fundraising files for acquisition, renewal and email.  It will illustrate today’s best practices and real world outcomes to show challenges others have faced and how to overcome these challenges by using smart segmentation that might get lost in the daily shuffle of our fundraising efforts.

Moderators
avatar for Steve Hubbard

Steve Hubbard

Director of Planned Giving, Edmundite Southern Missions
Family is important! My wife and I have eight children, three of which are adopted. I strongly feel that in the field of Planned Giving, one needs to practice what they preach and how they live. Each donor needs to be treated as if they are family and that the mission you represent... Read More →

Speakers
avatar for Kim Burrier

Kim Burrier

Direct Response Manager, The National Shrine of St. Elizabeth Ann Seton
Kim Burrier, a graduate of Mount Saint Mary’s University, Emmitsburg, MD,  has been involved in marketing and fundraising for over twelve years.  She managed non-profit direct mail fundraising for the Aircraft Owners and Pilots Association (AOPA). After her ten years at AOPA... Read More →
TD

Trinity Direct

Vice President, Sales and Marketing, Trinity Direct
Serving the Catholic Community Trinity Direct is a full service list brokerage, management, direct marketing/email, computer services company. Focusing on acquisition and retention programs we will help you realize your full potential through proven list strategies. Our commitment... Read More →


Monday October 10, 2016 1:45pm - 2:45pm EDT
Baltimore 3

1:45pm EDT

The Pivotal Connection Between Governance and Advancement
This session will provide a series of best practices to Executive Directors, CEO's, Development Directors, and Board members relative to the key connection between good governance and effective philanthropy.

Objectives:
1. To educate the participants as to the do's and dont's.
2. To deal with real life challenges existing between executive/staff and board members.
3. To outline a survey that will help the institution to better understand the attitudes of board  
    members towards philanthropy.

Moderators
avatar for Anne Thomson Delaney

Anne Thomson Delaney

Director of Development, IBVM Loretto Sisters
This is my ninth year with the IBVM Loretto Sisters With recent changes in our locations, we are looking for better ways to stay connected with our alumni, donors, and friends. These are different times for sure. Our aging populations remind us of how best to communicate while... Read More →

Speakers
avatar for George C. Ruotolo, Jr., CFRE

George C. Ruotolo, Jr., CFRE

Chairman and CEO, Ruotolo Associates, Inc.
George Ruotolo is currently serving as Chair of the Ramapo College of New Jersey Board of Trustees. Also, he was a founding member of the Ridgewood Educational Foundation, Ridgewood, NJ.  In addition, he worked with the President of Niagara University on a major capital campaign... Read More →
avatar for Richard Heist, CFRE

Richard Heist, CFRE

Executive Director, Our Lady of Victory Homes of Charity
 Richard L. (Rick) Heist, CFRE, is the Executive Director of Our Lady of Victory Homes of Charity in Lackawanna, NY.  He holds a B.A. from St. John Vianney Seminary, an M.S. from Canisius College, and a Certificate in Supervision from the University of North Carolina.  He has held... Read More →
avatar for Melpomeni N. Murdakes

Melpomeni N. Murdakes

Senior Consultant, Ruotolo Associates, Inc.
Melpomeni N. Murdakes began her career in institutional advancement as an undergraduate student at Northwestern University. In 1988, her professional career began there as well. As Director of Student Relations, she was responsible for fund raising and programming emphasizing the... Read More →
avatar for Theresa Shubeck

Theresa Shubeck

Executive Vice President, Ruotolo Associates, Inc.
Theresa Shubeck has 34 years of professional philanthropic experience and is currently Executive Vice President of Ruotolo Associates Inc. (RA), overseeing firm-wide client services.  Theresa has been a member of the RA team for 20 years and has counseled non-profits of all types... Read More →


Monday October 10, 2016 1:45pm - 2:45pm EDT
Baltimore 4

1:45pm EDT

The Wrong Way to Do Everything: A 2016 Guide to Major Gifts
Take a different approach to establishing best practices in your development operation: by learning from the rich and varied experiences of two senior professionals with over 50 years (combined) working in leadership AND development for Catholic schools, dioceses and organizations. Our presentation will explore best practices for 2016 advancement through FIRST a review of what absolutely does not work -- in some cases, forever, in other cases in the 2016 world of development and fundraising

Objectives:
1. Share 2016 "best practices" for maximizing philanthropic dollars for your organization.
2. Walk through a thorough understanding of how a 2016 major gifts program must be vastly different from the program of even just a few years ago
3. Place an effective major gifts program within the context of an office stretched for dollars and personnel

Moderators
MG

Mary Gail Reding

Development Director, Association of the Miraculous Medal

Speakers
avatar for William Acton

William Acton

Partner and Senior Vice President, Advancement Partners
A graduate of Loyola Academy (Wilmette, IL) and the College of Holy Cross (Worcester, MA), Bill has over 25 years of experience in Catholic not-for-profit leadership. From leading board training sessions, to conducting feasibility studies, to leading institutions through successful... Read More →
avatar for Kathleen Ryan Prebble

Kathleen Ryan Prebble

President, Academy of the Holy Cross
With over 40 years experience in Catholic education, Katy has successfully led three high schools as president in the past 14 years, including her current position at The Academy of the Holy Cross (Kensington, MD). With extensive experience in initiating comprehensive student technology... Read More →


Monday October 10, 2016 1:45pm - 2:45pm EDT
Annapolis 3

2:45pm EDT

Innovation Bazaar and Refreshments
The “Innovation Bazaar” will be an exciting opportunity to explore fundraising options that can create viable futures for the missions of our organizations.  It will be a fast-paced look at some very creative programs and help all of us imagine new dreams for our own organizations.

Innovative nonprofits will share what they did, how they did it, and what they have learned. Stroll the Bazaar and talk with your peers about the most creative ways of raising funds, including:

  •       Uses of assets
  •       New organizational forms
  •       Reaching into innovative philanthropic funds
  •       Partnerships
  •       New tactics in traditional systems


Monday October 10, 2016 2:45pm - 4:45pm EDT
Prince George's Exhibit Hall B

4:45pm EDT

6:15pm EDT

Monuments at Night Private Bus Tour

Guest will board a private coach bus at the Gaylord National Hotel for a three-hour tour of the Washington, DC monuments at night. The tour will include visits to the Lincoln Memorial, Washington Monument and Lafayette Park, outside the White House. Depending on location and timing, guests will be able to exit the bus for a more detailed and up-close look.

Tour participants will receive a boxed dinner from Potbelly Sandwich Shop.

Total Cost: $65 per person (Includes bus transportation, tour, tips and boxed dinner)



Monday October 10, 2016 6:15pm - 9:30pm EDT
Woodrow Wilson Foyer
 
Tuesday, October 11
 

6:00am EDT

24 Hour Prayer Room
The 24 hour Prayer Room is open to all from Sunday, October 9 at 8:00 am – Wednesday, October 12 at 9:00 a.m.

Tuesday October 11, 2016 6:00am - 7:00am EDT
Baltimore 5

7:30am EDT

Registration Desk Open
Tuesday October 11, 2016 7:30am - 4:30pm EDT
Woodrow Wilson Registration Desk

8:00am EDT

Continental Breakfast
Tuesday October 11, 2016 8:00am - 9:15am EDT
Prince George's Exhibit Hall B

8:00am EDT

Exhibit Hall open
Tuesday October 11, 2016 8:00am - 12:15pm EDT
Prince George's Exhibit Hall B

8:00am EDT

9:15am EDT

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!

Round Tables are open on a first come, first to be seated basis.  We ask that exhibitors do not participate in round table discussions or sit in these sessions, unless you are the listed/approved facilitator.

1. Think Charitable Solicitation Laws Don’t Apply to You? Think Again.
Robert S. Tigner, ADRFCO

2. Partnership for Mission: The Role of Community Foundations Today
Joanna Feltz, Archdiocese of Indianapolis/Catholic Community Foundation, Inc.

3. Q & A with Support Our Aging Religious SOAR!
Sr. Kathleen Lunsmann, IHM, CFRE, SOAR!

4. Neurofundraising! Why Do Donors Give and How Can I Ask More Effectively
Geoffrey Peters, Moore DM Group

5. Donor Acquisition: Call Me Maybe: The Tele-Fundraising Solution
Michael Blakely, HCB Communications

6. Google Grants: How They Can Help Your Digital Program Grow and Drive Online Revenue
Jarred Schremmer, RobbinsKersten DIrect

7. Small Organizations, Big Challenges: New Study Reveals Best Practices for Smaller
Development Offices
Sarah Tedesco, DonorSearch

8. Incorporating Planned Giving into Your Development Office
Kimberly Jetton, Archdiocese of Los Angeles

9. Creating Efficiency in Online Giving
Bridget Mayer, GiveCentral

10. My Leadership is Against Trying a Cooperative List--What Can I Do?
Jack Doyle, Amergent

11. Planned Giving Marketing Tips for Direct Mail-Based Charities
John Jensen, Sharpe Group

12. How to Use Data to Plan Your Direct Response Program.
Colleen McEvoy, Trinity Missions

13. Breaking Down the Silos in Your Organization
Mark Loux, Douglas Shaw & Associates

14. Retreat Center's Sustainability
Fr. Bob Colaresi, O.Carm, Society of the Little Flower and Carmelite Spiritual Center

15. Becoming a CFRE-Why Achieving the Certified Fund Raising Executive (CFRE) Credential Should Be Your Next Step
George H. Hamilton, CFRE International

16. Multi-media: Fundraising Across Media Channels
Willis Turner, Huntsinger & Jeffer, Inc.

17. Into the Fold - How to Generate New Donors for Your Organization
Linda Martin, Mary Elizabeth Granger, Inc.

18. Low-cost Techniques to Bring Back Lapsed Donors
John Martin, Infogroup Nonprofit

19. Identifying, Cultivating and Partnering with Million Dollar Funders
Cronan Long, Our Lady of Victory Homes of Charity

20. Promoting Planned Giving Digitally
Catherine Spear, Crescendo Interactive

21. Mail Smart!
Bonnie O'Neill Meyer, Meyer Partners

22. Community Partnerships: Common Interests and Goals of Your Congregation and Community Leaders
James R. Rennert, CFRE, Sisters of St. Joseph

23. Raise More Money with Mobile Bidding
Katherine Sheane, 501 Auctions

24. A Fresh Look with Proprietary Art. See What Cromo NB Italy Can Do For You!
Joseph Gamgene, San Francis Imports

25. Direct Mail 101
Meg Ferguson, Production Solutions/PS Digital

26. Millennial Marketing: Why Engagement Today Leads to Money Tomorrow
Zach Busekrus, Direct Development

27. Hearing "No" from a Donor Can be a GOOD Thing!
Ken Pettersen, The Heritage Company

28. The Age of Engage: Content Marketing
Kn Moy, Masterworks

29.The Holy Trinity of Catholic School Fundraising                                                         Kurt McKinley, CCS

Tuesday October 11, 2016 9:15am - 10:15am EDT
Woodrow Wilson A

10:15am EDT

ACGA BEST PRACTICES-From a Donor's Perspective

This presentation is designed to address the issue of donors having confidence in your Charitable Gift Annuity program because of the “best practices” you use in marketing, gift development, administration and stewardship.  Also highlighted is a new section on “Managing the Financial Liability of your Gift Annuity Program” with a special pass out on that topic.  Exciting new and up to the minute information will also be provided on HB 5171-THE LEGACY IRA and how you and your organization can help make it a reality.  This exciting session promises to prepare you and your organization to offer the very best in a Charitable Gift Annuity program.


Moderators
avatar for Lisa Quist

Lisa Quist

Manager of Gift Planning, Maryknoll Fathers and Brothers
           

Speakers
avatar for Lindsay Lapole, CFRE

Lindsay Lapole, CFRE

President and Chariman of the Board, American Council on Gift Annuities
Mr. Lapole is a native of West Virginia and a graduate of Marshall University in Huntington, West Virginia.  Lindsay began his career in fund raising and with the Boy Scouts of America in 1969 in Louisville, KY.  During that time, he was responsible for the recruitment, training... Read More →


Tuesday October 11, 2016 10:15am - 11:15am EDT
Annapolis 4

10:15am EDT

Don't Say You Are Using Social Media --Use It to Expand Your Awareness and Donations
Many organizations say they are using social media, for example, Facebook. But are they really using social media to get their message out there? From 3 prominent Catholic organizations, we show how social media and digital marketing was used to increase awareness and donations.

Objectives:
 
1. Understand how Social Media really works
2. Understand the different platforms for different messages
3. Prove it works

Moderators
SK

Sue Kadrich

Director of Communications/Mission Advancement, Society of the Divine Savior (Salvatorians)

Speakers
avatar for Mitch Boersma

Mitch Boersma

Chief Operating Officer, The Catholic Information Center
Mitch Boersma is chief operating officer of the Catholic Information Center (CIC) (www.cicdc.org) in Washington, DC, coordinator at Catholic Voices USA, (www.cvusa.org) and associate editor of The Stream.  (www.stream.org) He is co-founder of The Leonine Forum – a year-long fellowship program equipping young leaders with a renewed understanding and application of Catholic Social Teaching for professional and civic life. In 2014, Mitch was named one of FOCUS’ (Fellowship of Catholic University St... Read More →
avatar for Dave Mahoney

Dave Mahoney

Vice President, Digital Strategy and Marketing, Messenger Eagle Communications
Dave is a senior digital and social marketing expert with leadership experience in Fortune 500, faith-based, & entrepreneurial firms, including PayPal, eBay, & Messenger Eagle. While at PayPal, Dave led the enterprise marketing efforts with brands nationally such as Under Armour... Read More →
avatar for Tim Watkins

Tim Watkins

President, Renegade Communications
Tim was Renegade Communication’s founding investor in 1988, joining the firm full time in 1991. Since then, as Chief Executive Officer, he has turned what was once a small firm into a multi-faceted creative strategic advertising and marketing communications company focused on building... Read More →


Tuesday October 11, 2016 10:15am - 11:15am EDT
Annapolis 1

10:15am EDT

Formulating a Spirituality of Fund Development---The Transformational Effect
This session will inspire professionals in the field of fund development to view this profession as a true ministry to further the mission of an organization. Supplementing the “how to” sessions, this interactive presentation will enable attendees to better appreciate the core spiritual dimension of development ministry.

The session will be anchored by five sources:

  • A Spirituality of Fundraising (Henri Nouwen)
  • Imaging Abundance (Kerry Alys Robinson)
  • Toward a Theology of Fundraising (Most Rev. Thomas J. Murphy)
  • Saint Ignatius as Fund-Raiser (Thomas Clancy SJ – Studies in the Spirituality of Jesuits)
  • The Ministry of Fundraising (Rev. Paul Reinert SJ)

Thoughts from other surprise “visitors” will add to the richness of the presentation!

This session will move us all closer to the heart of what motivates a person to be involved in this ministry, whether as director or donor, leader or learner. Come and be inspired!

Objectives

1.      To be inspired to see fund development as a type of spiritual ministry for  development professionals, staff members and donors
2.      To reflect on select writings of experts in the field of fund development
3.      To increase understanding and appreciation for the ministry of fund development

Moderators
avatar for Kathy Caudill, CFRE

Kathy Caudill, CFRE

Development Director, Bellarmine Jesuit Retreat House

Speakers
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 →
avatar for Sister Madeline Franze, SSJ, CFRE

Sister Madeline Franze, SSJ, CFRE

Consultant, Development Consultants
Sister Madeline Franze is a Sister of Saint Joseph, NCDC Active Member, and a full time development consultant specializing in fund development consultation for Catholic congregations of women and men religious and other small non-profits. Development Consultants has serviced about... Read More →


Tuesday October 11, 2016 10:15am - 11:15am EDT
Baltimore 2

10:15am EDT

Hispanic Catholic Marketing
Hispanics are the largest growing demographic in the US Catholic church. The Marianist Mission embraced this opportunity to create an awareness and outreach strategy with Hispanic partners to cultivate new donors and build relationships that are mutually beneficial. We will share our plan and outcome.

Objectives:
 
1. Raise awareness about this demographic and its role in the future of the Catholic church
2. Bust the myth of the perception of lack of Hispanic philanthropy.
3. Engage the Hispanic donor in our ministries.

Moderators
KD

Kevin Dougherty

Executive Director, Association of Marian Helpers

Speakers
avatar for Jessica Gonzalez-Uhlig

Jessica Gonzalez-Uhlig

Hispanic Marketing Manager, Marianist Province of The US
Jessica is the Hispanic Marketing manager at the Marianist Mission, creating and implementing strategies to engage Hispanic Catholics through the Mission’s card and prayer ministry. A 18 year career in higher education that began at the University of Dayton as an admission... Read More →
avatar for Linda Hayes

Linda Hayes

Marianist Mission


Tuesday October 11, 2016 10:15am - 11:15am EDT
Baltimore 3

10:15am EDT

Organizational Ethics
Catholic development officers frequently face ethical dilemmas in their work to raise funds for their organizations in the context of ministry.  Often, organizational factors influence the experience of ethical dilemmas.  This interactive workshop will present ethical theories and principles while exploring a model of ethical decision making.  Participants will be asked to share examples from their experience to contribute to the discussion and advance the application of ethical theories and problem solving. 

Moderators
avatar for Allison Hewitt

Allison Hewitt

Executive Director of Development, Marianist Province of the US

Speakers
avatar for Lynn Milgram Mayer, Ph.D, L.I.C.S.W.

Lynn Milgram Mayer, Ph.D, L.I.C.S.W.

Vice Provost and Dean of Undergraduate Studies, The Catholic University of America
Dr. Mayer joined the faculty as a full-time, Assistant Professor and Chair of the Undergraduate Social Work Program in 2005. She is currently serving as Vice Provost and Dean of Undergraduate Studies. Before joining the faculty on a full-time basis, Dr. Mayer worked as a Research... Read More →


Tuesday October 11, 2016 10:15am - 11:15am EDT
Baltimore 1

10:15am EDT

Postal Changes That Will Affect Nonprofit Mailers

Many nonprofits use the U.S. Postal Service to raise funds, communicate their causes, and send newsletters and magazines to subscribers. In fact, nonprofits currently generate one-tenth of all US Mail. We all are aware that the USPS has been going through painful adjustments to lower mail volume and higher costs. These adjustments have led to a bias toward trying to raise postage rates above the rate of inflation and to lower service standards.

 Big changes are coming that nonprofit mailers should be aware of and involved in shaping. Legislation to “reform” the Postal Service is making its way through both houses of Congress. The Postal Regulatory Commission will soon begin a major review of the postal pricing regulatory system and possibly make significant changes. The executive director of the national coalition of nonprofit mailers will present what has been happening and what to expect in the near future. More important, there will be great opportunities for nonprofits to make their voices heard as our postal system is re-shaped.


Moderators
ML

Mary Lambert

Development Director, Society of the Little Flower

Speakers
avatar for Stephen M. Kearney

Stephen M. Kearney

Executive Director, Alliance of Nonprofit Mailers
Stephen Kearney is honored to serve since 2014 as the executive director of the Alliance of Nonprofit Mailers, the only full-time advocate and information source for nonprofits in all postal and mail matters. Steve ensures that nonprofit mailers’ interests are heard in Washington... Read More →


Tuesday October 11, 2016 10:15am - 11:15am EDT
Annapolis 2

10:15am EDT

Results of 2016 Salary Survey

Bill Yacullo, Managing Partner of Trinity Executive Partnership, will present the results of the recent Compensation and Benefits Survey.

 The survey, which was sent earlier this year to a variety of Catholic fundraising organizations, not only looks at salary levels for 14 individual job titles, but gathers data on benefits, staffing levels and succession planning.

This is the fourth survey conducted by NCDC and Trinity Executive Partnership.


Moderators
avatar for Kari Miller Willis

Kari Miller Willis

Executive Director, Office of Mission Support, Friars of the Atonement (Graymoor)
Kari Miller Willis has over 27 years experience in all aspects of fundraising, communications and not-for-profit organizational management.  She has launched or expanded fundraising programs for health care organizations; social services; child welfare agencies and catholic ministries... Read More →

Speakers
avatar for Bill Yacullo

Bill Yacullo

Managing Director, Trinity Executive Partnership
William J. Yacullo is Partner of Trinity Executive Partnership and President and shareholder of Lauer, Sbarbaro Associates, Inc., the Chicago office of EMA Partners International.  He recently completed a two-year term as Global Chairman of EMA Partners International.Prior to joining... Read More →


Tuesday October 11, 2016 10:15am - 11:15am EDT
Baltimore 4

10:15am EDT

Show Me the Money
Learn from a grant expert with over 30 years of experience a variety of ways to improve grant applications to ensure a higher success rate. We will discuss where to look for grant funders and items to consider as you work on the grant budget.

Objectives:
1. Educate participants about where to look for grant funding
2. Increase participant's confidence so they are not intimidated about applying for grant funding.
3. Share multiple ways to improve a grant application.

Moderators
BS

Betty Shenk

Advancement Associate, Maryland Province Jesuits

Speakers
avatar for Gail Vertz

Gail Vertz

Grant Writer, Diocese of Kansas City - St. Joseph
Gail has been involved in the grants industry for almost 30 years.  During this time, she has gained experience writing grants, managing grants, facilitating workshops at local, state and national conferences, reviewing federal grants, researching potential funders and much more.For... Read More →


Tuesday October 11, 2016 10:15am - 11:15am EDT
Annapolis 3

11:15am EDT

Break and Drawings
Tuesday October 11, 2016 11:15am - 12:15pm EDT
Prince George's Exhibit Hall B

12:15pm EDT

Annual NCDC Awards Luncheon
Tuesday October 11, 2016 12:15pm - 1:45pm EDT
Woodrow Wilson A

1:45pm EDT

CANCELLED:Engagement to Enhance Giving
“Engaged, involved and invested,” has become the new catch-phrase in fundraising. Join us as we explore what each of these three strategies involves, and how to implement them effectively with fundraising in mind.

Objectives:
1. Unpack what it means to grow a fundraising community that is engaged, involved and invested.
2. How to implement some or all of these strategies both in the short and long-term.
3. Develop fundraising strategies that are economical for smaller fundraising operations.

Moderators
KD

Katherine Digiulio, CFRE, ECRF

Director of Mission Advancement, Congregation of Notre Dame

Speakers
avatar for Catherine Cunning

Catherine Cunning

Director of Fundraising and Development Services, Cathedral Corporation
Catherine Cunning is the Director of Fundraising and Development Services at Cathedral Corporation. In 2013, Cathedral acquired the Cunneen Company where Catherine served as a Parish Director supporting Parish campaign work across New Jersey and Pennsylvania.  Prior to her tenure... Read More →


Tuesday October 11, 2016 1:45pm - 2:45pm EDT
Baltimore 2

1:45pm EDT

Getting All That You Are Due-- Collecting Estate Gifts After The Donor Moves On
Maximizing bequest revenue is not just about getting the donor to put you in her will.

This session will focus on practical aspects of estate administration from the charity’s perspective. Learn practical tips & suggestions to get results from reluctant or slow moving executors. Understand how to ask questions that will give you the right answers. Hear about steps you can take that will help eliminate problems from the start.  A systematic, proactive approach will speed up & increase collection results, along with the resulting revenue. Problematic estate questions will be addressed.

Objectives:
1. Understand the financial risks inherent in a reactive, passive or non-systematic approach to collecting estate gifts too common at many charities.
2. How to obtain critical information from executors to properly assess potential & focus your efforts to maximize estate gift revenue
3. Understand the critical steps should be taken to maximize estate revenue, including how to address unhappy or difficult relatives.

Moderators
avatar for Becky Johnston

Becky Johnston

Development Associate, Trinity Missions

Speakers
avatar for John Jensen, CFP

John Jensen, CFP

Senior VP & Consultant, Sharpe Group
            John Jensen is SVP & Senior Consultant for Sharpe Group, based in Washington D.C. With over 35 years of fundraising experience, John works with charitable organizations in Washington and across the country to design and implement effective charitable gift planning... Read More →


Tuesday October 11, 2016 1:45pm - 2:45pm EDT
Annapolis 4

1:45pm EDT

Leadership: Part Art and Part Science - Session 1
This session will explore basic concepts and theories of leadership,

 To differentiate leadership from management,
 To understand the uses of collaborative leadership to advance work within agencies and  
 communities,
 To differentiate transactional and transformational leadership, and
 To give the participants an opportunity to self-assess their leadership capacities.


Moderators
SC

Sr. Cathy Katoski, OSF

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

Speakers
avatar for Wendy Whiting Blome, LICSW, PhD

Wendy Whiting Blome, LICSW, PhD

Associate Professor, Retired, School of Social Service, The Catholic University of America
Wendy Whiting Blome, LICSW, PhD, recently retired as an Associate Professor at the National Catholic School of Social Service, The Catholic University of America, Washington, D.C.  Dr. Blome has more than 35 years of experience in child welfare and social services as a direct... Read More →


Tuesday October 11, 2016 1:45pm - 2:45pm EDT
Baltimore 1

1:45pm EDT

Long Term Digital Success Stories in Catholic Fundraising
This session will feature in depth case studies of two Catholic organizations, Salesian Missions and The Claretians/St. Jude League. Our speakers will explain how reasonable, realistic budgets for online fundraising and digital media efforts can drive long-term success. Salesian Missions wanted to increase site traffic, grow their email file, and boost revenue. See how custom campaigns and display ads enabled Salesian Missions to connect new audiences to their mission, increase email conversions, and boost website traffic – increasing total online revenue by 80% year over year. The Claretians/St. Jude League achieved steady growth over 7+ years of the program. We will show the program added channels over the years and tested new innovative strategies and tactics.

Objectives:
1. Understand how long term digital program planning and strategies can have a dramatic effect on your overall fundraising program revenue and donor growth.
2. See specific strategies, tactics and campaigns that have worked and can apply to your program
3. Learn the best innovative techniques for reaching new audiences, converting them to donors and retaining them over time.

Moderators
avatar for Sr. Joan Mumaw, IHM

Sr. Joan Mumaw, IHM

President and Chief Administrative Officer, Friends in Solidarity, Inc.
My latest venture is establishing a not for profit organization to raise awareness and raise funds in support of Solidarity with South Sudan. Solidarity is a new model of ministry bringing together men and women, religious from several congregations and countries who are training... Read More →

Speakers
avatar for Jarred Schremmer

Jarred Schremmer

Director, Digital Strategy, RobbinsKersten Direct
Jarred is dedicated to providing quality strategy and support, and superior results for nonprofit clients seeking to advance their mission through the digital space and integrated direct response fundraising. Jarred has developed his fundraising expertise by working with and for many... 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 and... Read More →


Tuesday October 11, 2016 1:45pm - 2:45pm EDT
Annapolis 1

1:45pm EDT

Research & Development: Knowing Your Potential and Budgeting to Capture It.
Where is giving in the US and what does that mean for me? Review Giving USA and understanding where fundraising and faith-based fundraising are currently in the US to establish a foundation for moving the organization's potential into a workable plan for growth, i.e. Greater Impact! Developing a growth-oriented budget to support the workable plan that captures the potential.

Objectives:
1. Outline Research externally (Giving USA) and internally (organization)
2. Outline SWOT to develop a strategic plan.
3. Outline budgeting to grow your organization.

Moderators
avatar for Joseph O'Quinn III

Joseph O'Quinn III

Director of Development, Edmundite Missions
Joe O’Quinn serves as the Director of Development. He has been with the organization since 2011. This current position includes being heavily involved in all phases of advancement, donor relations, and special projects and events. He also works closely with the Executive Director... Read More →

Speakers
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 →
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 →


Tuesday October 11, 2016 1:45pm - 2:45pm EDT
Annapolis 2

1:45pm EDT

Telling the Story of America's Mail Industry
The Mailing Industry, over 200 years old, is comprised of public and private companies that create and produce mail and parcels as the core of their business operations. The industry supports over 8 million US jobs, generates over $1.3 trillion in sales revenue and comprises 8% of the US GDP. The Smithsonian’s National Postal Museum has embarked on a venture to tell the story of direct marketers,  publishers, nonprofits, public entities — as well as all the businesses that help prepare mail, such as ad agencies, print shops, software vendors, and transportation providers. This research project investigates the 200 year-old partnership between private industry and the United States Postal Service, who together provide efficient and effective communication and commerce channels to consumers and businesses across the United States and the world.

We will explore how Catholic organizations, and others, have long shared a deep history with the U.S. Postal Service. From making offering envelopes to direct mailing, Catholic organizations have been an important part of the mailing industry. This presentation will go into the history of Catholic organizations in the Mailing Industry, what the National Postal Museum’s research project is all about and how you can participate.

Information for this project submitted by these Catholic Organizations:

Catholic Relief Services

Cathedral Corporation

Edumndite Missions

Maryknoll Sisters and Fathers and Brothers

Our Sunday Visitor

Salesian Missions




Moderators
DA

Donna Adair

Senior Manager, Catholic Relief Services

Speakers
avatar for Emma Auburn

Emma Auburn

Director, Postal Museum and Advancement Department, Smithsonian Institution
Emma Auburn is the Executive Assistant for both the Director of the Smithsonian’s National Postal Museum and Advancement Department in Washington, D.C. The museum is dedicated to the preservation, study and presentation of postal history and philately. Auburn has been associated... Read More →


Tuesday October 11, 2016 1:45pm - 2:45pm EDT
Baltimore 3

1:45pm EDT

Turning Donor Objections into Gift Opportunities
What is oftentimes the main reason fundraisers are afraid to ask for a gift? The fear of hearing the word “NO!” A donor objection is really a window of opportunity for the solicitor to listen and draw the donor closer to the mission. This interactive session will discuss ways to turn donor objections into wonderful gift opportunities.

Objectives:
1. Listening to donors’ objections and way to effectively respond
2. Overcoming donor objections: Is it the solicitor? The project? The timing?
3. Keeping the door open to donors that may decline a gift today—but may give a gift tomorrow

Moderators
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 →

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 →


Tuesday October 11, 2016 1:45pm - 2:45pm EDT
Annapolis 3

2:45pm EDT

Refreshment Break
Tuesday October 11, 2016 2:45pm - 3:15pm EDT
Woodrow Wilson Foyer

3:15pm EDT

Donor Acquisition Innovations That Produce Measurable Results
The session will cover real-world examples of improved donor acquisition for Association of the Miraculous Medal as part of a creative collaboration between the organization, its broker Mary Elizabeth Granger & Associates, and co-op database/marketing intelligence company Wiland. The session will review the measurable results in donor acquisition based on a set of integrated tactics including list rental and exchange and the use of donor audience modeling to reduce cost of acquisition of new donors.

Objectives:
1. Learn how list rental and exchange best practices can improve donor acquistion response rates.
2. Learn how to reduce cost per acquistion using data-driven audience modeling
3. Learn how a co-op database improves donor targeting for improved ROI.

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 krismatthews

krismatthews

President, Mary Elizabeth Granger & Associates, Inc.
Founded in 1983, Mary Elizabeth Granger & Associates, Inc. (MEGA) provides unsurpassed quality list brokerage and list management services to international relief agencies, domestic charitable organizations and Catholic/Faith Based fundraisers. Since 1983, whenever the non-profit... Read More →
avatar for Renee Brueckner, CFRE

Renee Brueckner, CFRE

Operations Director, Association of the Miraculous Medal
Renee is the Operations Director at the Association of the Miraculous Medal, having previously served as the Chief Information Officer for 25 years.  She currently manages the Direct Mail program that serves more than 240,000 active members through postal mail, email, and social... Read More →
avatar for Rick Witt

Rick Witt

VP Member Services, Wiland, Inc
The ancient adage "the customer is king" isn't rusty, dusty or musty to Rick. Nothing gets under his skin more than failure to grasp that businesses exist only because of the customer. That's just the way he thinks and works. His singular focus is delivering a level of service that... Read More →


Tuesday October 11, 2016 3:15pm - 4:15pm EDT
Annapolis 1

3:15pm EDT

Leadership: Part Art and Part Science - Session 2

Being an effective leader is a challenge.  Through an exercise and discussion this session will explore common leadership issues and help leaders explore ways to be more dynamic and productive.

Moderators
FB

Fr. Bob Colaresi, O.Carm

Director, Society of the Little Flower

Speakers
avatar for Wendy Whiting Blome, LICSW, PhD

Wendy Whiting Blome, LICSW, PhD

Associate Professor, Retired, School of Social Service, The Catholic University of America
Wendy Whiting Blome, LICSW, PhD, recently retired as an Associate Professor at the National Catholic School of Social Service, The Catholic University of America, Washington, D.C.  Dr. Blome has more than 35 years of experience in child welfare and social services as a direct... Read More →


Tuesday October 11, 2016 3:15pm - 4:15pm EDT
Baltimore 1

3:15pm EDT

Multi Channel Magic in a Mid-Size Market
Magic still exists even if you know how it’s done… We will share how to make magic happen when utilizing multiple channels in your fundraising efforts. We have synched our direct mail, social media, web site, and public relations efforts in a Mid-Size market. Join us as we show you how we have utilized Multi-Channel Marketing for St. Vincent de Paul Metro Detroit and are continuing to reap the rewards.

Objectives:
1. The challenges of integration in a mid-size market and how to overcome them.
2. Develop an online and offline synchronized message platform, creating brand awareness and campaign education across channels.
3. Leveraging P.R. to avoid the “build it and they will come” pitfall that often sinks campaigns

Moderators
SP

Sally Pietrofitta

Development Director, Missionaries of the Sacred Hearts of Jesus and Mary

Speakers
avatar for Christa Keller

Christa Keller

Sr. Account Executive, New River Communications
Christa Keller has been with New River Communications for six years as a Senior Account Executive. Christa works closely with the agency’s creative, graphics and production departments, Christa ensures clients’ expectations are met from start to finish. Her diverse experience... Read More →
avatar for Larry Montali

Larry Montali

CEO/Creative Director, New River Communications
Larry directs creative strategy on all of New River Communications accounts. Prior to co-founding New River in 2000, Larry was Creative Director at Food for the Poor, one of the largest international relief and development organizations in the U.S. Larry has also worked as a writer... Read More →
avatar for Michelle St. Pierre

Michelle St. Pierre

Director of Marketing/Development, St. Vincent de Paul Detroit (SVdp)
Michelle St. Pierre has 20 years of fund raising experience in the non-profit arena serving as Director of Marketing with The Salvation Army Detroit and currently as Director of Marketing/Development with St Vincent de Paul Detroit (SVdP.) In addition, she serves on the National... Read More →


Tuesday October 11, 2016 3:15pm - 4:15pm EDT
Baltimore 2

3:15pm EDT

The Coming Generosity BOOM
...The biggest opportunity for financial growth in the next two decades

"The Coming Generosity BOOM" lays out the three key factors for fundraising success in the next 20 years: 1) Targeting Baby Boomers, 2) Engaging them online, and 3) Significantly decreasing the number of times you ask for money while increasing the number of times you engage donors meaningfully.  The fundraising methodologies that have carried the fundraising sector for the last 100 years are still rooted in the industrial model of transaction-centered methodologies and practice even though the Internet has virtually disrupted previous industrial-based business models in all other sectors of the economy. To be successful in the next 5 years, let alone the next two decades, fundraisers must pivot and develop new working models that are online and focused on a generational cohort that is likely to become the greatest giving generation ever.  In a fast-moving workshop format, the presenters will dissect the characteristics that are unique to Boomers as well as showing the interplay with the Millennial cohort [the other oversized population cohort] and present a new strategic framework that is fashioned to create faster, better, and more sustainable revenue for nonprofit organizations.

Objectives  ;
1. Learning Outcome #1: Why the Boomers should be the focus of fundraising for the next 20 years.
2. Learning Outcome #2: The methodologies and practices built for the industrial age are incompatible with the reality of online society and a new model [framework] will be proposed.
3. Learning Outcome #3: To be successful. the key shift is away from transaction-centered approaches, to relationship-centered development.

Moderators
avatar for Lisa Lydon

Lisa Lydon

Director of Advancement, Mercymount Country Day School

Speakers
avatar for Mary Bannon

Mary Bannon

Director of Major Gifts, Congregation of the Passion, Holy Cross Province
Mary has been in Catholic fundraising for over twelve years.  In her current position as the Director of Major Gifts for the Passionists of the Holy Cross Province she is responsible for all special events, grant relations, strategic outreach and relationship building with current... Read More →
avatar for Mike Browne

Mike Browne

President, Browne Innovation Group
Mike Browne, Founder of Browne Innovation Group is a recognized entrepreneur and innovative marketer and has been a CEO of a number of corporations. Since 1995, Mike has been a guest lecturer at the University of Nebraska-Lincoln in the College of Business. Mike has served on the... Read More →
avatar for Kn Moy

Kn Moy

Senior Vice President, Strategic Foresight, Masterworks
Kn Moy joined Masterworks in 1996, after serving at World Vision for a dozen years. He is the Senior Vice President of Strategic Foresight, a role that came about as Masterworks realized that the nation is in the midst of seismic changes that are redefining the marketplace.Kn has... Read More →


Tuesday October 11, 2016 3:15pm - 4:15pm EDT
Baltimore 3

3:15pm EDT

Turning Facebook Likes Into Donors
Facebook is the world’s largest social network, and nonprofits are obsessed with it. Tremendous effort is put into building a following, but we are constantly asked: “How do I get donors from this?”
In this presentation, Jeff Giddens will share a model that NextAfter has discovered and tested to turn Facebook into one of your best sources for email addresses, donors, and revenue. You will learn:
  • How to turn Facebook into a source of new emails and donors
  • How to target the right audiences
  • The seven elements of an effective landing page
  • The four components of an effective donation value proposition

Moderators
avatar for Carrie Whitmoyer

Carrie Whitmoyer

Mission Advancement Director, MSC Sisters

Speakers
avatar for Jeff Giddens

Jeff Giddens

President, NextAfter
Jeff and the team at NextAfter help nonprofit organizations turn the web into a living laboratory to learn more about what motivates their donors to give, and use those insights to multiply their fundraising results. Jeff has helped organizations like Feed the Children, Hillsdale... Read More →


Tuesday October 11, 2016 3:15pm - 4:15pm EDT
Annapolis 2

3:15pm EDT

Who are America's Generous Givers?
Americans are among the worlds most generous people, but some donors are more generous than others and some will give more now and others later. Understanding the characteristics of different groups of donors can help you be more effective in helping them to maximize their Philanthropy.

Objectives:
1. Correct common misconceptions about giving and donor behaviour
2. Give an overview on major trends in charitable giving
3. Provide actionable information to improve overall fundraisimg efforts

Moderators
avatar for Eileen Hudson CFRE

Eileen Hudson CFRE

Director of Major Gifts and Planned Giving, Our Lady of Victory Homes of Charity
Eileen Hudson CFRE, serves as the Director of Major Gifts and Planned Giving for Our Lady of Victory Homes of Charity, the fundraising and support services organization for OLV Institutions. In her role, Eileen oversees a staff of three whose primary focus is on major and planned... Read More →

Speakers
avatar for Barlow T. Mann, JD

Barlow T. Mann, JD

Chief Operating Officer & Legal Counsel, Sharpe Group
Barlow has more than three decades of experience in charitable gift planning. Before joining Sharpe, he was director of development at the University of Tennessee Health Science Center where he was responsible for current, deferred and capital giving for the colleges of medicine... Read More →


Tuesday October 11, 2016 3:15pm - 4:15pm EDT
Annapolis 3

3:15pm EDT

You Don't Need to Learn Armenian to "Get" Planned Giving
Your prospects should not have to learn another language to “get” planned giving. In a world where your average prospect is inundated with over 3500 marketing messages a day, the secret to getting your message heard is to make it simple.   
Don’t just simplify. Oversimplify.
Viken will show you how to talk with your prospects about planned gifts in simple, everyday language. He’ll showcase real-world examples and give punchy phrases and elevator pitches you can start using right away. He’ll tell you which simple gifts to pursue first and how to start talking with donors.

Learn how to communicate about essential planned giving vehicles
Learn where 95% of all planned gifts come from
Take away marketing examples to inspire you
Find out which planned gifts offer the best ROI






Moderators
SJ

Sr. Jude Ruggeri, ASCJ

Development Assistant, Apostles of the Sacred Heart of Jesus

Speakers
avatar for Viken Mikaelian

Viken Mikaelian

CEO, PlannedGiving.com
Viken Mikaelian was the first to bring planned giving to the Internet in 1999. Since then, his firm PlannedGiving.com has helped over 1,200 nonprofits get their planned giving programs online. Many people make a living by complicating planned giving. Viken makes his by keeping it... Read More →


Tuesday October 11, 2016 3:15pm - 4:15pm EDT
Annapolis 4

4:15pm EDT

 
Wednesday, October 12
 

6:00am EDT

Prayer Room Open
The 24 hour Prayer Room is open to all from Sunday, October 9 at 8:00 am – Wednesday, October 12 at 9:00 a.m.

Wednesday October 12, 2016 6:00am - 9:00am EDT
Baltimore 5

7:30am EDT

Registration Desk Open
Wednesday October 12, 2016 7:30am - 12:30pm EDT
Woodrow Wilson Registration Desk

8:00am EDT

8:45am EDT

9:45am EDT

Digital Engagement: Reaching Millennials and Younger Donors
Using Digital Engagement to reach supporters.  Each Ted-style Talk presentation will emphasize one particular digital area where their organization has done well or which is unique in some way for their organization.  They will also speak to particularly how it has been successful with millennials and younger donors.  Participants will be given the opportunity to comment and ask questions.

Area emphasized by each talk:

United Way will be speaking about Do More 24, the largest online giving day in the Greater Washington region, which has successfully engaged younger people to give and volunteer. 

Cultivating the next generation of donors is crucial to the future for all nonprofits. The American Heart Association will talk about the various ways they market their events to appeal to young donors and how they use snap chat and other social media tools to engage millennials while they are attending events.

Over the past 2 1/2, Catholic Relief Services has invested in a social media strategy to acquire and engage millennials on Facebook, Twitter and Instagram. By leveraging interactive content, such as Facebook Live and 360 degree videos, we’re meeting millennials where they are online and making it easy for them to donate.

See3 Communications, a consultant working with the Jewish Community, will speak about the video outreach they have used to attract millennials and younger donors. 


Moderators
avatar for Julia Desilets

Julia Desilets

Assistant for Advancement, Council of Major Superiors of Women Religious
Julia Desilets is the assistant for advancement for the Council of Major Superiors of Women Religious (CMSWR) in Washington, DC. CMSWR is a council of the major superiors of 120 communities of women religious in the United States. Julia holds a STB and STL in Theology with a specialization... Read More →

Speakers
avatar for Mitch Hurst

Mitch Hurst

Senior Consultant, See3 Communications
Mitch Hurst has more than 25 years of communications strategy experience working with nonprofits and grantmaking foundations. He’s done everything from establishing a communications and marketing function at a philanthropic association before the days of the Internet, to creating... Read More →
avatar for Renee Rosenfeld

Renee Rosenfeld

Vice President, Marketing & Communications, United Way of The National Capital Area
Renée Rosenfeld is Vice President of Marketing and Communications at United Way of the National Capital Area where she oversees the brand development and communications to bring to life the organization’s mission, vision and work in building the most vibrant and accessible community... Read More →
avatar for Melissa Stevens

Melissa Stevens

Social Media Strategist, Catholic Relief Services
As Catholic Relief Services’ Social Media Strategist, Melissa Stevens oversees the strategic direction of the organization’s social media channels. She works with all aspects of the organization to effectively tell their story through social media and reach the right audiences... Read More →
avatar for Shannon Wright

Shannon Wright

Director, Digital Communications and Social Media, American Heart Association
Shannon Wright is a digital and social media professional with 14 years of experience. She has been responsible for helping the government and non-profit sector develop and deliver innovative, high-impact digital communications strategies to meet business and communications objectives…and... Read More →


Wednesday October 12, 2016 9:45am - 11:45am EDT
Woodrow Wilson A
 
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