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5+ Years in the Industry [clear filter]
Sunday, October 9


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.


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 →

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
Annapolis 4
Monday, October 10


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.

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


Linda Sroka

Director of Development, Sisters of Mercy - NyPPaW

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
Annapolis 4


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.

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.


Anne Mathis

Director, Diocese of Arlington

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
Annapolis 3


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.

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


Ken Amerson

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

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
Annapolis 1


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.

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 →

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 →

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
Baltimore 3


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

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


Mary Gail Reding

Development Director, Association of the Miraculous Medal

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
Annapolis 3
Tuesday, October 11


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.

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.


Betty Shenk

Advancement Associate, Maryland Province Jesuits

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
Annapolis 3


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.

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.

avatar for Becky Johnston

Becky Johnston

Development Associate, Trinity Missions

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
Annapolis 4


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.

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

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 →

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
Annapolis 3


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.

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.


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 →

avatar for 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
Annapolis 1


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

avatar for Carrie Whitmoyer

Carrie Whitmoyer

Mission Advancement Director, MSC Sisters

avatar for Jeff Giddens

Jeff Giddens

Senior Vice 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
Annapolis 2


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.

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

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 →

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
Annapolis 3


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


Sr. Jude Ruggeri, ASCJ

Development Assistant, Apostles of the Sacred Heart of Jesus

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
Annapolis 4