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


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.

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.

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 →

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
Baltimore 4


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 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.

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.

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 →

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
Baltimore 4
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


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.

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.


Kevin Dougherty

Executive Director, Association of Marian Helpers

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
Baltimore 3


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.

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 →

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
Baltimore 4


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


Donna Adair

Senior Manager, Catholic Relief Services

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
Baltimore 3


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.

avatar for Lisa Lydon

Lisa Lydon

Director of Advancement, Mercymount Country Day School

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
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