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Workshop-Breakout-Round Tables [clear filter]
Monday, October 10


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


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


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


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


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