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1-5 Years in Industry [clear filter]
Monday, October 10


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

avatar for Amanda Eberhart

Amanda Eberhart

Director of Development, Sisters of St. Francis

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
Baltimore 2


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.

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

avatar for Amy Palmer, MA, CFRE

Amy Palmer, MA, CFRE

Director of Development, Adrian Dominican Sisters

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
Baltimore 3


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.

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


Jennifer Buell

Development Director, Catholic Charities

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
Baltimore 2
Tuesday, October 11


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!


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

avatar for Kathy Caudill, CFRE

Kathy Caudill, CFRE

Development Director, Bellarmine Jesuit Retreat House

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
Baltimore 2


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.

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.


Katherine Digiulio, CFRE, ECRF

Director of Mission Advancement, Congregation of Notre Dame

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
Baltimore 2


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.

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


Sally Pietrofitta

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

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
Baltimore 2