Loading…
This event has ended. Visit the official site or create your own event on Sched.

Sign up or log in to bookmark your favorites and sync them to your phone or calendar.

Wednesday, September 27
 

8:30am

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

Wednesday September 27, 2017 8:30am - 1:30pm
Torrey Pines 1

1:00pm

2:00pm

Everyone Communicates Few Connect

Have you ever wondered why you have more success with some donors than others? Why no one else can see your vision for your organization? Does it seem as if no one is listening to what you are saying?

Maybe they aren’t…because you aren’t connecting when you communicate.

“Connecting is the ability to identify with people and relate to them in a way that increases your influence with them,” says leadership expert John C. Maxwell

Everyone Communicates, Few Connect covers Five Principles and Five Practices. When integrated and applied, these lessons will help increase your influence and redefine your personal and professional relationships.

This session emphasizes the importance of connecting with people in order to succeed in any area of life.  Douglas Watson is a member of The John Maxwell Team and is an Independent Certified, Coach , Teacher & Speaker

Objectives
1. Learn to communicate in a way that connects with others.
2. Learn how to identify with people and relate to others in a way that increases your 
     influence with them.
3. Learn to connect and improve your relationships, experience less conflict, and get
     more things done.

Moderators
RH

Rick Heist, CFRE

Executive Director, Our Lady of Victory Homes of Charity

Speakers
avatar for Douglas Watson

Douglas Watson

Executive Director, City of St. Jude
Douglas Watson is a lifelong member of The City of St. Jude family. He was born at St. Jude Catholic Hospital, graduated from St. Jude Educational Institute in 1973 and is a member of The City St. Jude Parish. He earned a Bachelor of Science degree in Management and an MBA from the... Read More →


Wednesday September 27, 2017 2:00pm - 5:00pm
Marriott Grand 12
 
Thursday, September 28
 

7:30am

8:00am

8:30am

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!

Thursday September 28, 2017 8:30am - 9:30am
Marriott Grand 10

8:30am

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!

Thursday September 28, 2017 8:30am - 10:00am
Marriott Grand 1

8:30am

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!

Thursday September 28, 2017 8:30am - 10:00am
Marriott Grand 2

8:30am

Planned Giving/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.

Thursday September 28, 2017 8:30am - 10:30am
Marriott Grand 3

10:00am

Exhibitor Meeting
Thursday September 28, 2017 10:00am - 10:45am
Marriott Grand 10

10:00am

Engaging Donors in Pope Francis' Challenge to be Missionary Disciples
Pope Francis challenges all Catholics to embrace their baptismal call to be missionary disciples. Beyond merely "writing the check," better engage donors and supporters in connecting their own missionary call to your Church organization through formation, spiritual development and immersion experiences. Drawing on Maryknoll's international experience and Pope Francis's "Joy of the Gospel," this workshop will explore concrete ways of involving the donor at a deeper level of missionary discipleship.


Speakers
avatar for Deacon Matt Dulka

Deacon Matt Dulka

Associate Director for Church Engagement / Mission Education, Maryknoll Fathers and Brothers
Matt Dulka is a permanent deacon for the Oakland Diocese and for over 20 years has been in full time ministry with the Maryknoll Fathers and Brothers promoting mission. As the Associate Director for U.S. Church Engagement, Matt coordinates Maryknoll’s mission education and promotion... Read More →
avatar for Fr. Robert Jalbert, MM

Fr. Robert Jalbert, MM

Position Director, US Church Engagement, Maryknoll Fathers and Brothers
Bob Jalbert, M.M. is a Maryknoll missionary priest who has served in mission in Kenya and Tanzania for 18 years as well as in various administrative, formation, and leadership ministries in the U. S. for 26 years. Bob has been assigned since 2003 to Maryknoll’s Mission Education... Read More →


Thursday September 28, 2017 10:00am - 12:00pm
Marriott Grand 12

11:00am

Exhibitor Registration and Set-Up
Thursday September 28, 2017 11:00am - 5:00pm
Pacific Ballroom

1:30pm

Exhibitor Showcase Classroom - Optimizing, Online Giving, Outsourcing Oh My!
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering. It could be new technology, software, resources, program, strategy, results of a study, or demonstration workshop.

In this Showcase:
Wonder how to make your job easier? Have a to-do dream list that you don't have time to tackle? Are you dedicating time to understanding how to optimize your data in relation to your communications? If any of these questions intrigued you or if you are looking for answers, this tech session is for you! Design Big Dreams will show the latest in optimization for all digital platforms, online giving outlook for FY '18 and how outsourcing digital strategies can help you tackle the big dreams at your organization.

Exhibitors
avatar for Design Big Dreams

Design Big Dreams

Partner, Design BIG Dreams
Design BIG Dreams combines the digital marketing field with the fundraising field to promote Catholic Missions. We create and maintain your digital plan, from your website to online giving we are the infrastructure to support your big visions and missions. We ensure organizations... Read More →


Thursday September 28, 2017 1:30pm - 2:30pm
Marriott Grand 10

3:00pm

Exhibitor Showcase Classroom -Fundraising in a Mobile World: Fact, Fiction, and Best Practices
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering. It could be new technology, software, resources, program, strategy, results of a study, or demonstration workshop. Classroom set-up includes computer, projector, and appropriate audio equipment.

In this Showcase:
Over 50% of all web traffic now comes from mobile and tablet devices. How can your organization engage donors and fundraise in a mobile-first world?   Join DonorPerfect’s Vice President of Fundraising Products, Jon Biedermann, to learn the trends and best practices for fundraising in an increasingly mobile-dominated world, and take a deep dive in data insights from more than 1.3 million online gift transactions processed by DonorPerfect in 2016. You will learn how to engage and nurture your constituents through mobile-optimized email, web content, and social media content. You will understand key data insights and benchmarks from actual giving data in 2016, so that you can optimize your fundraising efforts to generate the greatest returns.

Exhibitors
avatar for DonorPerfect Fundraising Software

DonorPerfect Fundraising Software

DonorPerfect organizes all your constituent data in one unified database. It has easy to use constituent relationship management tools for help making smarter timelier decisions that help you raise the most money for your cause.


Thursday September 28, 2017 3:00pm - 4:00pm
Marriott Grand 10

4:15pm

Welcome; Prayer Service; 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 and served as the administrator of the organization for six months prior to her permanent appointment. Previous to that appointment she served on the Leadership Team of her religious institute, The Franciscan... Read More →


Thursday September 28, 2017 4:15pm - 5:45pm
Marriott Grand 5-7
  • Session Number 3

5:45pm

5:45pm

Lumen Award Display Gallery
Thursday September 28, 2017 5:45pm - 6:45pm
Pacific Ballroom
 
Friday, September 29
 

6:00am

24 Hour Prayer Room
The 24 hour Prayer Room is open to all from Thursday, September 28 at 8:00 am - Saturday, September 30 at 9:00 a.m.

Friday September 29, 2017 6:00am - 7:00am
Torrey Pines 1

7:30am

7:30am

8:00am

Exhibit Hall open
Friday September 29, 2017 8:00am - 5:45pm
Pacific Ballroom

8:00am

Lumen Award Display Gallery
Friday September 29, 2017 8:00am - 5:45pm
Pacific Ballroom

8:15am

Continental Breakfast
Friday September 29, 2017 8:15am - 9:15am
Pacific Ballroom

9:15am

Keynote Address - Introducing the “Gerontrophilanthroplutocracy”

All fundraisers know that most bequests and other planned gifts come from individuals of advanced age.  Recent reports reveal other surprising trends regarding the makeup of America’s donor population.  Industry sources are noting that a majority of the largest outright gifts each year are also made by persons over the age of 65.  IRS data underscores the fact that older donors make a disproportionate percentage of charitable gifts and give significantly more than younger donors.  America’s nonprofit community will be increasingly reliant on the senior population as Baby Boomers are entering this phase of life.  This presentation will explore the expected impact of the rapidly growing population of aging Baby Boomers and how they can be expected to dominate the philanthropic landscape over the coming decade in both expected and unexpected ways.


Speakers
avatar for Robert F. Sharpe, Jr.

Robert F. Sharpe, Jr.

Chairman, Sharpe Group
Robert Sharpe is chairman of Sharpe Group, which consults nationwide with leading educational, health, social service and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Washington DC, Atlanta and... Read More →


Friday September 29, 2017 9:15am - 10:15am
Marriott Grand 5-7

10:15am

Refreshment Break and Drawings
Friday September 29, 2017 10:15am - 11:00am
Pacific Ballroom

11:00am

Cybersecurity: Safeguarding Your Organization and Donors
Is your organization doing everything it can to protect the confidential data of your donors? Are you vetting your vendors to ensure they have the most current and effective security measures in place? Are you conducting regular security audits to make sure your data is safe? Do you have a documented process for data breaches?
If you answered “yes” or “I don’t know” to any of these questions then chances are that your organization is at risk for a cyberattack.
Aegis Premier Solutions CEO, Lori Read, will take you through the latest in cybersecurity news, help you identify your organization’s vulnerabilities and help you develop a strategy to mitigate future risk.

Moderators
PS

Paul Snatchko

Media and Communications Director, Missionary Society of St. Paul the Apostle

Speakers
avatar for Lori Read

Lori Read

CEO, Aegis Premier Solutions
Lori Read is CEO of Aegis Premier Solutions, Aegis Premier Technologies and Aegis Processing Solutions. The trio of companies provide donor management, merchant services and donation processing for non-profits. | With more than 27 years of financial and banking experience, Lori is... Read More →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 13

11:00am

Finding Success And Efficiency in Annual Giving
Annual gifts and appeals have changed in recent years with technological advances. Learn how to navigate this new world and how to attract today's tech savvy donor. Many appeals are still very manual and hands on, find out some methods to automate and create efficiencies in your appeal and campaign processes.



Moderators
PW

Patty Walter

Annual Gift Director, Diocese of Fairbanks

Speakers
JM

Jeff May

Development Coordinator, Diocese of Joliet
avatar for Bridget Mayer

Bridget Mayer

Vice President, Business Development, GiveCentral
Bridget Mayer is a consultant for GiveCentral and Coleman Group Consulting, which focuses on increasing the financial health and performance of client organizations through increased donations and strategic sourcing. She specializes in business development and advisory services in... Read More →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 10

11:00am

Getting to The Next Ask
Learn the importance of relationship management and donor retention to push your fundraising to the next level. Effective donor cultivation and engagement is critical to the success of your non-profit, and maintaining relationships is the key to success for all aspects of a fundraising program. When donors are properly cultivated and stewarded, this often leads to larger gifts, a propensity to serve in leadership roles, and longer-term relationships. This session will explore the importance of relationship management, tips for engaging in active stewardship, and getting to the next ask.

Objectives
1. Participants will learn the stages of relationship development, benchmarking best practices, and prioritizing donor relationships to build, develop, and grow a consistent donor base
2. Participants will learn how to tap into unrealized financial and leadership potential in existing relationships
3. Participants will learn how to anticipate and respond to critical questions, and the group will engage in an interactive discussion on strategies that work and components of successful next solicitations

Moderators
BD

Bernadette Donohue, CMP

Advancement Associate, Dominican Sisters of Sparkill

Speakers
avatar for Sr. Regina Marie Gorman, OCD

Sr. Regina Marie Gorman, OCD

Vicar General, Carmelite Sisters of the Most Sacred Heart of Los Angeles
Sister Regina Marie, O.C.D. was raised in Los Angeles where she entered the convent in 1972.    After completing her religious and professional formation, she served as a junior high teacher for nine years before serving as Directress of Sisters in formation for the next twelve... Read More →
avatar for Aashika Patel

Aashika Patel

Vice President, CCS
Passion for Philanthropy: Aashika Patel has a wholehearted belief that the third sector, the non-profit sector, is  the perfect place for talented, driven individuals who are “the change they wish to see in the world.” It gives her great satisfaction to deliver fundraising strategy... Read More →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 3

11:00am

How Will The Baby Boomers Really Boom?

The entire Baby Boom Generation will reach the age of 70 between now and 2034. The oldest Boomer couple enjoys an average life expectancy of 20 years and the youngest Boomer couples can be expected to live 40 more years.  Many if not most of today’s fundraisers will not see the impact of Baby Boomers on bequest income during the remainder of their careers. For now, the bulk of the Baby Boom Generation are still in their prime earning - and giving - years while planning for what may be a lengthy retirement. Others may already be retired while also assisting children and aging parents. Learn from a series of actual case studies how the creative use of gift planning vehicles can result in significant gifts from Boomers to be received during a practical period of time.


Speakers
avatar for Robert F. Sharpe, Jr.

Robert F. Sharpe, Jr.

Chairman, Sharpe Group
Robert Sharpe is chairman of Sharpe Group, which consults nationwide with leading educational, health, social service and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Washington DC, Atlanta and... Read More →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 4

11:00am

Listen for A Change (sesión en español)

Oportunidades que los Hispanos Aportan al Apoyo Económico en la Iglesia Católica

 Miles de hispanos comparten su tiempo y talento semana tras semana en todas nuestras parroquias; sin embargo, el concepto de la corresponsabilidad les resulta ajeno a los inmigrantes de habla hispana.  Los hispanos, aunque voluntariamente satisfacen las necesidades de otros, podrían no responder con la misma voluntad a las colectas directas como una manera de utilizar su tesoro para dar gracias y gloria a Dios. 

Asistan a nuestra sesión “Listen for a Change” y escuchen lo que la Diócesis de San Bernardino ha descubierto sobre las oportunidades que los hispanos aportan al apoyo económico en la Iglesia Católica.

La Diócesis de San Bernardino tiene una larga tradición de acoger y servir a la diversidad cultural, étnica y lingüística de todos sus fieles a la vez que fortalece la unidad de todos como Un Cuerpo de Cristo.  Lo ha hecho proporcionando una formación específica que satisfaga las necesidades de diversos grupos. 

La Oficina de Mission Advancement, encargada de la recaudación de fondos, considera que la evangelización es esencial para la misión de la Iglesia y procura llevar la Buena Noticia de Jesucristo a quienes desean crecer en su relación con Dios.  Dedican sus esfuerzos a brindar formación que fortalezca ese vínculo para los hispanos y personas de todas las culturas.

Opportunities Hispanics Bring to Giving in the Catholic Church

Thousands of Hispanics share their time and talent week after week in all our parishes; however, the concept of stewardship is foreign to Spanish-speaking immigrants.  Hispanics, while willingly meeting the needs of others, may not respond as willingly to direct appeals as a way of using their treasure to give thanks and glory to God.

Join our session “Listen for a Change” and hear what the Diocese of San Bernardino has learned about opportunities Hispanics bring to giving in the Catholic Church.

The Diocese of San Bernardino has a long tradition of welcoming and serving the cultural, ethnic and linguistic diversity of all its faithful while strengthening the unity of the One Body of Christ.  It has done so by providing specific formation that meets the needs of diverse groups.

The Office of Mission Advancement, the fundraising arm, sees evangelization as essential to the mission of the Church and seeks to bring the Good News of Jesus Christ to those who want to grow in their relationship with God. They dedicate effort to providing formation that strengthens that bond for Hispanics and people across all cultures.

 


Moderators
avatar for Miguel Santos

Miguel Santos

Director of Strategic Planning, Diocese of Brownsville
Miguel Santos is an entrepreneurial ministry professional who can pilot significant change. | Currently as Director of Strategic Planning for the Diocese of Brownsville, Miguel is responsible for visioning, planning and executing growth strategies for a dynamic and developing diocese... Read More →

Speakers
avatar for Julio Chavez

Julio Chavez

Parish Relations Coordinaror, Diocese of San Bernardino
Julio Chávez nació en la Ciudad de México y llegó a los Estados Unidos a la edad de 13 años.  Cuando era niño, a Julio se le enseñaron los valores de la Iglesia Católica y que seguir a Jesús era la clave para la felicidad.  | Julio ha trabajado para la Diócesis de San... Read More →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 2

11:00am

Listen For A Change (sesión en inglés)

Opportunities Hispanics Bring to Giving in the Catholic Church

Thousands of Hispanics share their time and talent week after week in all our parishes; however, the concept of stewardship is foreign to Spanish-speaking immigrants.  Hispanics, while willingly meeting the needs of others, may not respond as willingly to direct appeals as a way of using their treasure to give thanks and glory to God.

Join our session “Listen for a Change” and hear what the Diocese of San Bernardino has learned about opportunities Hispanics bring to giving in the Catholic Church.

The Diocese of San Bernardino has a long tradition of welcoming and serving the cultural, ethnic and linguistic diversity of all its faithful while strengthening the unity of the One Body of Christ.  It has done so by providing specific formation that meets the needs of diverse groups.

The Office of Mission Advancement, the fundraising arm, sees evangelization as essential to the mission of the Church and seeks to bring the Good News of Jesus Christ to those who want to grow in their relationship with God. They dedicate effort to providing formation that strengthens that bond for Hispanics and people across all cultures.

 

Oportunidades que los Hispanos Aportan al Apoyo Económico en la Iglesia Católica

 Miles de hispanos comparten su tiempo y talento semana tras semana en todas nuestras parroquias; sin embargo, el concepto de la corresponsabilidad les resulta ajeno a los inmigrantes de habla hispana.  Los hispanos, aunque voluntariamente satisfacen las necesidades de otros, podrían no responder con la misma voluntad a las colectas directas como una manera de utilizar su tesoro para dar gracias y gloria a Dios. 

 Asistan a nuestra sesión “Listen for a Change” y escuchen lo que la Diócesis de San Bernardino ha descubierto sobre las oportunidades que los hispanos aportan al apoyo económico en la Iglesia Católica.

 La Diócesis de San Bernardino tiene una larga tradición de acoger y servir a la diversidad cultural, étnica y lingüística de todos sus fieles a la vez que fortalece la unidad de todos como Un Cuerpo de Cristo.  Lo ha hecho proporcionando una formación específica que satisfaga las necesidades de diversos grupos. 

La Oficina de Mission Advancement, encargada de la recaudación de fondos, considera que la evangelización es esencial para la misión de la Iglesia y procura llevar la Buena Noticia de Jesucristo a quienes desean crecer en su relación con Dios.  Dedican sus esfuerzos a brindar formación que fortalezca ese vínculo para los hispanos y personas de todas las culturas.








Moderators
KD

Kevin Dougherty

Executive Director, The Association of Marian Helpers

Speakers
avatar for David Dolores

David Dolores

Diocese of San Bernardino
David Dolores was born in Buevla, Mexico and came to the United States  early in life with his parents. He is a recent graduate of the University of California in Riverside where he has earned a degree in Accounting. David has worked in the Office of Mission Advancement for 2 years... Read More →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 12

11:00am

Navigating Today's Philanthropic Trends
Fundraising plays an increasingly vital role in the fiscal health and institutional mission of non-profits. Yet there are critical trends impacting donor participation, communication and engagement--trends that development staff and leaders must know and address.

Objectives
1. Key fundraising trends altering the way institutions communicate with donors and cultivate life-long relationships.
2. Emerging strategies to address these trends and chart a course toward healthy development.
3. Critical trends in fundraising management: donor engagement, communication with Gen X and Millennial donors, personalized and peer-to-peer giving, breaking down fundraising silos, and more.

Moderators
avatar for Ray Alcaraz

Ray Alcaraz

Major Gift Officer, Oblates of St. Francis de Sales

Speakers
avatar for Clarke Gafke

Clarke Gafke

Vice President, Key Account Partnerships, Ruffalo Noel Levitz
Clark Gafke’s first alumni phone solicitation occurred in the fall of 1986 as a freshman student for the University of Missouri - Columbia.  As a student caller, he raised $374,000 ($831,000 today) in alumni pledges for the Mizzou Annual Fund. | | Since graduation, Clark has... 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 Leslie Mollsen

Leslie Mollsen

Chief Executive Officer, American City Bureau, Inc.
Leslie Biggins Mollsen is the owner and CEO of American City Bureau, Inc., the nation’s original fundraising consulting firm to not-for-profit organizations, specializing in major gift development. The firm is headquartered in West Dundee, Illinois. Ms. Mollsen currently serves... Read More →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 11

11:00am

What's Coming Next and How to Manage it - Part IV
This popular session returns! Five veteran direct marketers, all winners of the NCDC George Holloway Award, discuss current trends and new ideas in Catholic direct response fundraising. This is a fast free-form discussion with lots of audience input and speaker interaction. Come hear what's working now and what to prepare for in 2018 and beyond.
Objectives
1. Present new successful techniques from 2016-17.
2. Investigate the underlying trends driving Catholic fundraising today.
3. Learn the tips for success from four long-term leaders in DM fundraising.

Moderators
avatar for Jeff Norton

Jeff Norton

Director of Annual Giving, Missionary Society of St. Columban

Speakers
avatar for Dennis Meyer, CFRE

Dennis Meyer, CFRE

President, Meyer Partners
Dennis Meyer founded Meyer Partners in 1989 to provide strategic consulting and related services in fund raising and marketing to nonprofit organizations.  Today, the agency serves a diverse group of distinguished missions and ministries, and it has been a Corporate member of NCDC... Read More →
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 Geoffrey W. Peters, J.D.

Geoffrey W. Peters, J.D.

CEO, Moore DM Group
Geoff is an internationally recognized expert in fundraising using many channels.  His teaching credentials include more than eleven years of teaching at the graduate school level, presentations at more than 100 continuing education programs, (he has also published more than 50 articles... 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 →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 1

12:00pm

Annual Membership Meeting
Friday September 29, 2017 12:00pm - 12:30pm
Marriott Grand 1

12:00pm

Lunch in Exhibit Hall
Friday September 29, 2017 12:00pm - 1:30pm
Pacific Ballroom

1:30pm

Social Enterprise: Are You Ready To Take The Leap?
Social Enterprise is one of the fastest growing movements in this country and across the world.  It is the combination of doing business AND doing good that makes it so exciting.  In this session, you will discover the characteristics of a successful social enterprise, learn the traditional phases of development, and understand the connection between mission and success, all while exploring examples of current social enterprises.

Moderators
RE

Rachel Earl

Director of Direct Response Fundraising, St. Labre Indian School

Speakers
avatar for Marianne Woerner

Marianne Woerner

Vice President of Social Enterprises, Catholic Charities of Fort Worth
Marianne is a business professional having over 25 years in the wholesale and retail industry, and over 3 years in non-profit social enterprises.  Born and raised in Chicago, she was working as the Sr. Product Development Manager at JCPenney when she was promoted and relocated as... Read More →


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 12

1:30pm

Accelerating Bequests – How To Effectively “Mine” Your Bequest Goldmine

Many organizations already have significant numbers of persons who have indicated they have included a gift as part of their estate plans.  Is that the final chapter in a well stewarded donor relationship?  Not necessarily.  This session will explore a variety of methods to help donors “accelerate” bequests in ways that produce more predictable current and future income while also helping donors meet personal financial goals.


Moderators
AP

Amy Palmer, CFRE

Director of Development, Adrian Dominican Sisters

Speakers
avatar for Robert F. Sharpe, Jr.

Robert F. Sharpe, Jr.

Chairman, Sharpe Group
Robert Sharpe is chairman of Sharpe Group, which consults nationwide with leading educational, health, social service and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Washington DC, Atlanta and... Read More →


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 4

1:30pm

Am I Doing The Right Things?
With limited time and resources, we all wonder if we're doing the right things? In this session, I'll share some of the tools and tips that I've learned to measure success, hold myself and my team accountable, and report to leadership and board members.

 Objectives
1. Gain some new tools to measure success
2. Discuss metrics for accountability
3. Report Dos and Don'ts for leadership and board

Moderators
avatar for Mary Bannon

Mary Bannon

Gift Officer & Special Events Director, Passionists of the Holy Cross
| 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 →

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 →


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 11

1:30pm

Managing A Catholic Foundation in Transition
Creating and implementing a vision driven strategic plan while the Diocese waits for a new Ordinary. To recognize, anticipate, and develop a plan that will bring change and to address the opportunities and challenges a transition will bring.

Objectives
1. To eliminate the sense of being in fund raising limbo during a transition of Diocesan Leadership
2. Engaging Diocesan leadership, and Boards in a productive plan for change
3. Creating a strategic plan that focuses on the diocese's mission and with the ability to anticipate the vision a new ordinary will bring

Moderators
avatar for Julia MacDonald

Julia MacDonald

SVP Business Development, ALC

Speakers
JL

Joe Langenderfer, CFRE

Catholic Education Foundation


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 10

1:30pm

Mercado Hispano Católico: Estrategias Para Mejor Comunicar Nuestra Misión (sesión en español)

Esta presentación abundará en lecciones aprendidas después de crear estrategias para comunicar nuestra mission al pueblo católico hispano.  Compartiremos iniciativas que fueron exitosas, y otras que no, pero nos ayudan a mejorar nuestros esfuerzos  para mercadear nuestro ministerio de oración y obras misioneras  marianistas en EEUU, y en otras partes del mundo.

 

Note:

The English version of this session will be presented on Saturday, September 30 from 1:30 p.m. - 2:30 p.m. in the Hispanic Outreach track

Hispanic Outreach - Lessons Learned and New Realities (sesión en inglés)

Answering the Call from Pope Francis to the US Catholic Bishops with regard to Hispanic ministries and outreach. The Marianist Mission has moved to a second phase is addressing the needs of our Hispanic market.

Objectives
1. Share lessons learned from the Marianist Mission's past year
2. Assessing current realities
3. Invitation to dialogue


Moderators
avatar for Beni Gibson

Beni Gibson

Director of Operations, Trinity Missions

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


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 2

1:30pm

The Art and Science of Retaining Digital Donors
Retention is your most important fundraising strategy, and your online donors are seriously at risk. Among all your donors, they are the least likely to renew their gifts – unless you take specific, creative steps to engage and thank them. This session will help you discover how to maximize the retention rates of your digital donors. We will examine the attributes of online donors, and outline the retention strategies that work best for this slice of your donor database.

Moderators
KW

Kelly Woodward

Account Executive / Director of Operations, Huntsinger & Jeffer, Inc.

Speakers
avatar for Steven Shattuck

Steven Shattuck

Chief Engagement Officer, Bloomerang
Steven Shattuck is Chief Engagement Officer at Bloomerang. In addition to leading the sales, marketing and customer advocacy teams, he curates our blog, administers our weekly educational webinar series and hosts Bloomerang TV, a video podcast that interviews fundraisers and consultants... Read More →


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 1

1:30pm

The Changing Nature of Prospect Research and Prospect Identification for Fundraising
Overview Influences - cost of technology, data communications and availability of data Uniqueness in the world - Adoption rates, legality, and availability of data Who uses research? Historically - higher education Prospect Research professionals Best Practices - Who uses it? Role of Google What data sources are available? Census data and marketing models Then real estate and SEC Business, nonprofits and Foundations Charitable giving Big Data How is the prospect research used on the organization? Modeling Planned Giving Annual Fund and Events Major Giving Campaign Giving Where is it going? Standard vs Optional Reduced Costs Transactional guidance Closing
Objectives
1. Attendees will understand how and why prospect research has changed.
2. Attendees will understand current strategies for prospect research and how they can employ them.
3. Attendees will understand how prospect research is likely to change going forward and the associated opportunities.


Moderators
avatar for Lisa Quist

Lisa Quist

Manager, Gift Planning, Maryknoll Fathers and Brothers
Lisa Quist is Manager of Gift Planning for the Maryknoll Fathers and Brothers, the Catholic Foreign Mission Society of America.  Lisa leads a team of ten that raises major gifts and planned gifts.  She has been part of the Maryknoll family for eight years.  Her background encompasses... Read More →

Speakers
avatar for William Tedesco

William Tedesco

CEO, DonorSearch
Bill Tedesco is a well-known entrepreneur in the field of philanthropy with over fifteen years of experience at the helm of companies serving the fundraising profession. He has personally conducted original research to identify markers of philanthropy and has developed a how to guide... Read More →


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 3

1:30pm

Update on USPS-What’s in Store for Balance of 2017 and Beyond
The current Postal Accountability and Enhancement Act (PAEA) was passed in 2006 and the law required that the Postal Regulatory Commission review the law and determine if it is working and if not how it should be changed.  Additionally Congress has been drafting new legislative to replace the existing PAEA.  Attending this session will help you understand how this may impact your direct mail programs. 
The USPS rolled out its new Informed Delivery program in April 2017. This opt in program allows subscribers to view the mail being delivered to them through daily emails.  Learn what the industry has learned from companies that are early adopters in adding this channel to their marketing mix.
And finally the USPS plans to increase its pricing again in 2018 and the average percentage they announce is rarely the percentage you see. Learn why this is the case and assuming the new prices are published prior to this session learn actually what you might expect in 2018.

Moderators
avatar for Anne Marie Gardiner

Anne 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 close to 30 years in Development, working with men and women religious Congregations.  Anne Marie sits on the Board of NCDC and the Seton Associate Advisory Board for the Sisters... Read More →

Speakers
avatar for Steve Colella

Steve Colella

Vice President of Postal Affairs, Calmark Group
Stephen Colella is Vice President Postal Affairs for The Calmark Group.  The Calmark Group located in Bedford Park, IL is a large mail service provider.  The Calmark Group mails in excess of 600 million pieces for its customers.Starting his career in 1973, Mr. Colella has held a... Read More →


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 13

2:30pm

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. The Future of Online Giving-Done
Andrew Lex, GiveCentral

2. Title #1 How to Identify Major Gift Prospects?
Sarah Tedesco, DonorSearch

3. Development Consultant Relationship - What's Involved?
Sister Mary McFadden SSJ, Development Consultants

4. Cyber Horrors –I’m going crazy here!
Paulette Karas, CFRE,  The Marist Brothers

5. Co-ops, co-ops, co-ops!!! How many are too many??
Sean Kehoe, Trinity Direct

6. Middle Donor Moves Management
Alyssa Jeffries, Meyer Partners
                                                                         
7. Back to the Future - Lapsed Reactivation
John Martin, InfoGroup  Nonprofit

8. A for Analytics B for Big Data and C is for Combining the Two. The Need for Non Profits to Embrace Predictive Analytics
Dina Fanelli, VeraData 

9. Outreach (and even Fundraising) to Hispanic Families
 Joe Langenderfer, CFRE, Catholic Education Foundation, Joliet

10. Direct Marketing Tactics vs. Messaging Only Appeals:  Which is more Effective?
Steve Rudman, Concord Direct 

11. Moving from LIkes to Gifts in Social Media
Mark Loux, ResourceOne

12. Actions Speak Louder Than Words: Fundraising Activites Tha Work
Terry Graves, Graves Fowler 

13. Building a Great Board
Kimberly Jetton, Archdiocese of Los Angeles
                                                                                            
14. Lifting Response to Your Existing Appeals
Graham Hunter, InfoGroup Nonprofit 
 
15.Campaign Planning
Scott R. Lange, Jerold Panas, Linzy & Partners

16. Front- and Back End Premiums
Joseph M Gamgene, San Francis Imports, Inc. 

17. What Makes a Story Great (for Fundraising)?
Bonnie Meyer, CFRE,  Meyer Partners

18. Protecting Your Image:  The Impact of Poor Data Hygiene on Donor Stewardship                        
Jeff Moore, Omatic Software

19.  When Leadership is Resistant to Funding New Fund Raising Initiatives
Jack Doyle, Amergent

20. Assessments – A Road Map for Implementing Change in your Organization
Jeff Norton, Missionary Society of St. Columban

21. Raising Funds for Your Charity Can Only Start By First Knowing Your Donors
Pam Milczarski-Godsell, Priests of the Sacred Heart

22. What is Holding You Back: Overcoming Roadblocks, Strategies and Success Stories                                                                                                                           
Jacqueline Rossow, Jacqueline Rossow Consulting

23. Engaging Catholic Donors with the Power of the Pen  
David Cox, Innovairre

24. Outbound Voice Messages: An inexpensive way to reach, thank, educate, and keep in touch with your donors.
Ken Petterson, The Heritage Company

25.  The Pros and Cons of Joining a Cooperative Data Base
Roger Hiyama, Wiland, Inc

Friday September 29, 2017 2:30pm - 3:30pm
Marriott Grand 5-7

3:30pm

Refreshment Break
Friday September 29, 2017 3:30pm - 4:15pm
Pacific Ballroom

4:15pm

Blended Gifts – Build a Legacy Through Current and Future Giving

As development officers, we are in the business of asking donors for financial support. Ideally, the asking is done by the right person, at the right time, and for the right campaign. Niche fundraisers have specific responsibilities they are charged with and are often reluctant to deviate from these main duties. Sometimes asking for major and planned gifts simultaneously is in the best short and long-term interests of both the organization and the donor(s).

The fundraising industry has become more open to blended gifts, but there are still many more opportunities to help donors create their legacies by utilizing both avenues of giving.  During our interactive presentation, we will explore how to recognize opportunities to create blended gifts, how to ask for them and examine some important case studies that can guide us moving forward.

 Outcomes:

  • Learn how to combine planned and major gifts for your organization using affinity interviews and donor gift proposals.
  • Explore some of the ways blended gifts support near term and future benefits for charitable recipients, while ensuring the personal long-term financial security of a donor and/or loved ones.

Moderators
SA

Sr. Anita Henning, CSA

General Councilor/Development Director, Congregation of Sisters of St. Agnes

Speakers
avatar for Liam Dunfey

Liam Dunfey

Director of Major Gifts and Planned Giving, St. Paul's Senior Services
Liam Dunfey has devoted his professional life to advancing philanthropy in the organizations he’s served. For the past eight years, Liam has worked at St. Paul’s Senior Services, a leader in senior care in San Diego. He’s the current Director of Major Gifts and Planned Giving... Read More →


Friday September 29, 2017 4:15pm - 5:15pm
Marriott Grand 4

4:15pm

Creating a Parish or Diocesan Website That Inspires Online Visitors to Become in-person Visitors
No matter the size, each parish, school, or Diocese is challenged with inviting people online to offline experiences at the Parish level. With the increase in digital touch-points,  most people are searching online for Catholic ministry, Liturgies, or programs. The first impression, follow-up, and analysis is important for any Catholic parish, school, or Diocese to consider. This session will cover the benchmarks, best practices, and future trends facing the online experience for these organizations.

Moderators
KD

Karen Dunphy

Associate Director of Planned Giving, Archdiocese of Los Angeles

Speakers
avatar for Katie Price, CFRE, M.P.S.

Katie Price, CFRE, M.P.S.

Partner, Design BIG Dreams
Katie Price is Partner at Design BIG Dreams, which is a digital communications and fundraising firm in Chicago. Their mission is providing technology and fundraising tools to effectively communicate and grow religious organizations. Also she does parish stewardship consulting for... Read More →


Friday September 29, 2017 4:15pm - 5:15pm
Marriott Grand 10

4:15pm

De Visión a Recaudación (sesión en español)

Siendo corresponsables de los recursos de Dios, ¿cómo navegamos desde un proceso de planeación estratégica que resulte en auténtica creatividad y colaboración, hacia un sentido de pertenencia y una visión que inspire la recaudación y el apoyo necesario?   Acompáñenos en este taller interactivo, presentado en español, donde se abordarán algunos de los preceptos básicos de recaudación en un marco de pastoral hispana.

As true stewards of God’s resources, how do we navigate from a process of strategic planning that produces creative collaboration and a real sense of ownership, to crafting a vision statement and a compelling case for support… todo en español?  Join us for this interactive workshop, presented in Spanish, which will discuss some of the basics of development work in a Hispanic ministry setting.

Moderators
avatar for Bill Rondeau

Bill Rondeau

Director of Fundraising, Oblate Missions

Speakers
avatar for Miguel Santos

Miguel Santos

Director of Strategic Planning, Diocese of Brownsville
Miguel Santos is an entrepreneurial ministry professional who can pilot significant change. | Currently as Director of Strategic Planning for the Diocese of Brownsville, Miguel is responsible for visioning, planning and executing growth strategies for a dynamic and developing diocese... Read More →


Friday September 29, 2017 4:15pm - 5:15pm
Marriott Grand 2

4:15pm

Fundraising Works When the Board Works
Many non-profits have a Board. But what role could/should the Board play in an organization and with fundraising? Where is the Board now and where do they want/need to go? How is the Board implementing their plans? This interactive session discusses real-life challenges and successes when working with Boards.

   Objectives
1. Discussion on the Responsibilities and Duties of Fundraising Boards
2. Implementation of Responsibilities and Duties with Fundraising
3. Self-assessment of Implementation, Responsibilities, and Duties for the Board

Moderators
avatar for Renee Brueckner

Renee Brueckner

Operations Director, Association of the Miraculous Medal

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 →


Friday September 29, 2017 4:15pm - 5:15pm
Marriott Grand 11

4:15pm

Neurofundraising Lessons for Major Donor Gift Solicitors
Neuromarketing research can teach us some very practical lessons about how to do "in-person" solicitation of major gifts. This session will cover some of the most important lessons by highlighting the research and providing practical examples of how it can be implemented immediately to enhance your success with face to face solicitations.

Objectives
•    1. To assist Major Donor gift officers to present themselves effectively
•    2. To provide background research on how prospects react to differing approaches
•    3. To illustrate specific techniques that will enhance results of major gift solicitations

Moderators
KS

Karen Schamel

Development Director, Daughters of St. Paul

Speakers
avatar for Geoffrey W. Peters, J.D.

Geoffrey W. Peters, J.D.

CEO, Moore DM Group
Geoff is an internationally recognized expert in fundraising using many channels.  His teaching credentials include more than eleven years of teaching at the graduate school level, presentations at more than 100 continuing education programs, (he has also published more than 50 articles... Read More →


Friday September 29, 2017 4:15pm - 5:15pm
Marriott Grand 3

4:15pm

To Model or Not to Model
...an important question for larger mailers as you seek to improve Donor Reactivation and Acquisition results...

Using models against lapsed names can help you mail smarter, receive a higher response rate and keep Reactivation costs down. Applying the same process against Acquisition can also return a higher response rate and lower CTA.

Objectives
1. What makes up a model
2. What is required to build model using my data
3. What are some samples of benchmark results by applying the model vs Standard RFM.

Moderators
KD

Karol Devitt

Direct Mail Director, Medical Mission Sisters

Speakers
avatar for Roger Hiyama

Roger Hiyama

Vice President of Client Services, Wiland, Inc.
Roger has always loved working with numbers. From the 4th grade math competitions to tracking sports statistics to watching late night election returns to the stats on his golf round, he’s always been a numbers guy. |   | In his professional life, numbers, data patterns, and the... Read More →
avatar for Jan Parrott

Jan Parrott

Direct Mail Coordinator, Sisters of St. Francis of Assisi
Jan has worked in fund raising for Congregations of Women Religious for over 20 years. Through her work at the Sisters of St. Francis of Assisi, she oversees an extensive direct mail program that has been raising funds for the Sisters for over 30 years. In 1997, Jan took over as... Read More →
avatar for Steve Veto

Steve Veto

Vice President of Consulting Services, Aegis Premier Solutions
Steve Veto joined Aegis Premier Solutions as Vice President of Consulting Services on February 10, 2009. | | Since February 2009, Steve has worked closely will the Aegis team in performing Need’s Analysis for potential clients, training new and existing clients on the various... Read More →


Friday September 29, 2017 4:15pm - 5:15pm
Marriott Grand 1

4:16pm

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.

4:15 p.m. Friday, September 29
Marriot Grand 5-7

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.Hiding in Plain Sight: The Data that Pinpoints Major Donors on Your Prospect/Donor List
Bill Tedesco, DonorSearch

2. Incorporating Social Networking with Direct mail, Yes It Can Be Done!!
Sean Kehoe, Trinity Direct

3. Front- and Back-End Premiums
Joseph M Gamgene,  San Francis Imports, Inc. 

4.  Outreach (and even Fundraising) to Hispanic Families
Joe Langenderfer, CFRE, Catholic Education Foundation, Joliet
 
5. The Catholic Donor:  Best Practices to Identify, Engage and Empower Your Constituents
Bill Desciak, Omatic Software

6. Getting To Cloud Nine Through Online.  Pay Attention to Your Donation Page
Terry Graves, Graves Fowler 

7. Postal Issues – Hot topics
Steve Colella, Calmark Group

8. T.H.I.N.K. Method of Building Lucrative Relationships and For Life!
Jacqueline Rossow, Jacqueline Rossow Consulting

9. Engaging Catholic Donors with the Power of the Pen
David Cox, Innovairre

10. Best Practices in Making the Move from Data Janitor to Data Scientist
Jeff Moore, Omatic Software

11. Assessments – A Roadmap for Implementing Change in Your Organization
Jeff Norton, Missionary Society of St. Columban

12.  Celebrating Anniversaries:  Thinking Outside the Box and Using Multi-Media
Anne Marie Gardiner, Sisters of Charity of New York

13. Moving from Likes to Gifts in Social Media
Mark Loux, ResourceOne

14.  The Truth About Engaging Millennials (from a Millennial!)
Julia Fabian, Direct Development

15. Outbound Voice Messages: An inexpensive way to reach, thank, educate, and keep in touch with your donors.
Ken Petterson, The Heritage Company


Friday September 29, 2017 4:16pm - 5:16pm
Marriott Grand 5-7

5:15pm

 
Saturday, September 30
 

6:00am

24 Hour Prayer Room
The 24 hour Prayer Room is open to all from Thursday, September 28 at 8:00 am – Saturday, September 30 at 9:00 a.m.

Saturday September 30, 2017 6:00am - 7:00am
Torrey Pines 1

7:30am

8:30am

Awards Breakfast, Lumen Awards

Join us for this event honoring the recipients of the The Bishop Robert F. Morneau Award for Distinguished Service, The George T. Holloway Award for Distinguished Service, The Good Samaritan Award, and for the announcement of the 2017 NCDC Lumen Award for Best in Show. 

The NCDC Distinguished Service Awards are given annually to a member of NCDC who has made an unusually significant contribution to the cause of religious and charitable fundraising, and in the spirit of Jesus Christ.

The Bishop Robert F. Morneau Award for Distinguished Service

In recognition for Bishop Robert F. Morneau, this award is granted to an Active or Associate NCDC member. Bishop Morneau, NCDC Episcopal Advisor, was the first recipient of this award. The award recognized his twenty-fifth anniversary of Episcopal ordination, outstanding contribution to NCDC, and the entire Catholic community through his commitment to stewardship.

This year’s recipient, Patricia Regan, CFRE, is the Executive Director of Development at Trinity Missions (Silver Spring, MD), the fundraising arm of the Missionary Servants of the Most Holy Trinity, a Catholic congregation of priests and brothers.

The George T. Holloway Award for Distinguished Service

This award is named for former NCDC President George T. Holloway to honor his 28+ years of service to NCDC, and is granted to Corporate Partners of NCDC.

This year’s co-recipients, Dennis Meyer, CFRE, and Bonnie O’Neill Meyer, CFRE, are President and Executive Vice President/Chief Creative Officer, respectively, of Meyer Partners (Chicago, IL).

Criteria for both awards include:

  •  A minimum of ten years of service in Catholic fundraising.
  •  A minimum of seven years of membership in NCDC.
  •  Evidence of research, writing, or public representation of the fundraising profession.
  •  Tireless and devoted service to his/her religious or charitable institution.

The Board of Directors, through an elective process, selects the recipients of both the George T. Holloway Award for Distinguished Service and the Bishop Robert F. Morneau Award for Distinguished Service, by majority vote.




Saturday September 30, 2017 8:30am - 10:45am
San Diego Ballroom

10:45am

Best Practices To Help Ensure The Health And Success Of Your Charitable Gift Annuity Program
Many charities run successful charitable gift annuity programs that are invested appropriately, administered smoothly, and in compliance with Federal and State regulations.  Join us for a panel discussion with individuals responsible for the marketing, execution, administration and stewardship of charitable gift annuities at their charitable organizations.  We will look at some of the biggest mistakes charities make and how appropriate policies can be designed to limit problems. In addition we will explore the critical elements of a solid and successful charitable gift annuity program.

Moderators
SH

Steve Hubbard

Director of Planned Giving, Edmundite Missions

Speakers
avatar for Angela Kwasinski

Angela Kwasinski

Director of Donor Relations, Congregation of the Passion
Angela Kwasinski is Director of Donor Relations for the Passionists of Holy Cross Province headquartered in Park Ridge, IL.  Angela manages an active, nation-wide, donor portfolio and travel schedule, while leading comprehensive programs targeting major and planned gifts.  She has... Read More →
avatar for Pam Milczarski-Godsell

Pam Milczarski-Godsell

Director of Mission Advancement, Priests of the Sacred Heart
Pam Milczarski-Godsell brings over 20 years of fundraising experience to the table.  For the past 18 years she has held the key role in Planned Giving/Mission Advancement for the Priests of the Sacred Heart, an international order of priests.  Pam’s experience and expertise is... Read More →


Saturday September 30, 2017 10:45am - 11:45am
Marriott Grand 4

10:45am

How to Approach a Hispanic Audience Through Catholic Media

Media in the Spanish-language market has been going through a rough transition in the last few years due to new ways people are resorting to getting their information.

Did you know that out of every 10 minutes a person spends on the internet, four of those minutes are spent on Facebook?

Did you know that YouTube is now competing with primetime television?

In this session you will learn how Radio Claret América has created an innovative media channel to approach HIspanic and Catholic audiences. The goal of the programming is to provide reliable information while at the same time creating Hispanic programs based on a Catholic perspective based on love, hope and faith. Ultimately, this leads listeners to personal growth and empowerment.

Join us and learn all about this project. This is a great way to get involved and become part of this exciting evolution!


Moderators
JG

Jenee Gonzales

Southern Region Development Officer, Marianist Province of the US

Speakers
avatar for Fr. Marcos Cardenas, C.M.F.

Fr. Marcos Cardenas, C.M.F.

Ministry Director, Radio Claret America
Father Marco Cardenas, a Claretian Missionary, has served the Hispanic community in the United States for more than 25 years. | | Father Cardenas is also the director of Radio Claret America, an online radio station created to cover the needs of Spanish-speaking listeners who desire... Read More →
avatar for Laura Muller

Laura Muller

Radio Host and Influencer, Radio Claret America
Laura Muller serves as host for Noticias Radio Claret America. With a Masters in journalism, Muller not only hosts, supervises and directs the station’s live morning news broadcast, she is also responsible for co-developing the station’s content and programming. | | Muller... Read More →


Saturday September 30, 2017 10:45am - 11:45am
Marriott Grand 2

10:45am

Leadership for Change: The Real Work of Leadership
Leadership is a word commonly used, but deeply misunderstood. In this session, participants will unpack what leadership is and what it isn’t, going beyond traditional concepts that base leadership on personality, skills, or behaviors. We will examine leadership as the process of addressing difficult issues and facilitating change, and engage in the deeper work required to move individuals and groups forward. Participants will begin the process of examining the ‘habits of mind’ that often become traps, and learn to explore multiple interpretations when facts are unclear and circumstances are changing.  Participants will learn to cultivate the conditions for change in order to more effectively address the complex challenges they face and achieve their desired goals and outcomes.

Moderators
PK

Paulette Karas, CFRE

Co-Director of Development, The Marist Brothers

Speakers
TH

Taylor Harell

Taylor is a doctoral student in Leadership Studies at USD and a lead facilitator for USD’s Conscious Leadership Academy. Originally from St. Louis, MO, she earned her Bachelors and Masters degree from USD. She received her Masters degree in Marital and Family Therapy, and found... Read More →


Saturday September 30, 2017 10:45am - 11:45am
Marriott Grand 11

10:45am

Logically Speaking: Creating a Logic Model That Works for Grant Writing
Logic models illustrate complex messages into an easily understandable framework.  This workshop will discuss the importance of using the Logic Model for program design, evaluation and fundraising.  How to work with your team to build a Logic Model and begin to design a Logic Model for your organization.  Format: Discussion and small group break outs.  

Objectives: 1) Understand the components of the Logic Model 2) Discuss how the Logic Model can be a power tool for grant writers 3) Design a basic Logic Model for your own organization

Moderators
KC

Kathryn Caudill

Development Director, Bellarmine Jesuit Retreat House

Speakers
avatar for Molly Corbett

Molly Corbett

Director of Development, UPC Wheels for Humanity
Molly has worked in the nonprofit sector for more than 20 years. She is | currently the Director of Development for UCP Wheels for Humanity, an international | NGO.  She recently moved to California from Baltimore, Maryland where | she was the Director of Development for the Benedictine... Read More →


Saturday September 30, 2017 10:45am - 11:45am
Marriott Grand 3

10:45am

Raising Funds in a Multi-Cultural Environment

Our session aims to demystify some of the perceptions surrounding raising funds in a multi-cultural world. We will review and discuss 3 core strategies to help fundraisers and administrators alike focus on their mission while engaging constituents from diverse backgrounds. We will also make time so that participants can ask specific questions. Our goal is to have you walk away with actions items you can use to help you raise more for your cause.


Moderators
MP

Msgr. Paul Burkard

Executive VP and Treasurer, Our Lady of Victory Homes of Charity

Speakers
avatar for Kathleen Ash

Kathleen Ash

Executive Director, Catholic Education Foundation, Archdiocese of Los Angeles
Kathleen Ash currently serves as the Executive Director of the Catholic Education Foundation (CEF) in Los Angeles, California. CEF provides tuition assistance to the most financially deserving students attending Catholic elementary and high schools within the Archdiocese of Los Angeles... Read More →
avatar for Jose F. Gonzalez, CFRE

Jose F. Gonzalez, CFRE

Director of Development, Catholic Education Foundation, Archdiocese of Los Angeles
Jose F. Gonzalez, CFRE, serves as the Director of Development for the Catholic Education Foundation (CEF) in Los Angeles, and has been a development professional for over 16 years. He served under the mentorship of Rev. Msgr. Joseph Carroll (Father Joe) at one of southern California’s... Read More →


Saturday September 30, 2017 10:45am - 11:45am
Marriott Grand 10

10:45am

Turn Your Declining Donor File Into A Growing One
Edmundite Missions reversed a declining donor file, achieved better results and improved donors' lifetime value. You can too! This case study offers specific steps almost any organization can take to stop the bleeding and breathe new life into its direct marketing program.

Objectives
1. How to use Key Performance Indicators to determine exactly where you are and what needs to change!
2. Why it's vital to differentiate yourself from other Catholic organizations...and how to do it!
3. How to develop the right mix of postage and production values for different donor segments

Moderators
avatar for Carrie Whitmoyer

Carrie Whitmoyer

Mission Advancement Director, MSC Sisters

Speakers
avatar for Chris Ragusa, CFRE

Chris Ragusa, CFRE

President and CEO, Estee Marketing Group, Inc.
Chris Ragusa, CFRE is President and CEO of Estee Marketing Group, Inc., a list media expert specializing in direct mail consumer marketing, Catholic fundraising and the Hispanic market. Chris is a Certified Fund Raising Executive (CFRE).  Chris served as a Corporate Advisor to the... Read More →
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 →
avatar for Willis Turner

Willis Turner

Senior Writer, Huntsinger & Jeffer, Inc.
Willis was an experienced writer and creative director in the traditional advertising world for over 20 years before he made the switch to fundraising. He has developed a strong reputation for his work with religious and social services organizations (including Catholic Charities... Read More →


Saturday September 30, 2017 10:45am - 11:45am
Marriott Grand 1

10:45am

Using Donor Newsletters to Bond Donors with A Non-Profit While Covering Costs
Presenters will give  multiple examples of donor newsletters for religious non-profits along with results showing retention increases.

Objectives
1. Educate attendees about how to find content for donor newsletter
2. Educate attendees about role of donor newsletter in overall fundraiisng mix
3. Educate attendees about ease of cross channell deployment

Moderators
BR

Br. Roy Smith, CSC

Director of Development, Brothers of the Holy Cross, Inc.

Speakers
avatar for Sean Finnegan

Sean Finnegan

Online Marketing Manager, Lawrence Direct Marketing, Inc
Sean Finnegan is Online Marketing Manager for Lawrence Direct Marketing, Inc.  He is also Founder and CEO of Anteroom Productions. Anteroom specializes in video production and online marketing for nonprofits. Along with Anteroom Productions, Sean produced and directed “Out of... Read More →
avatar for James Lawrence

James Lawrence

EVP Client Services, Lawrence Direct Marketing
Jim Lawrence is Executive Vice-President of Client Services at Lawrence Direct Marketing, Inc. (LDMI), a full-service direct response agency founded in 1987. Located in Warrenton, Virginia, LDMI specializes in fundraising for non-profits and offers its select group of non-profit... Read More →


Saturday September 30, 2017 10:45am - 11:45am
Marriott Grand 12

10:45am

Exhibit Hall open
Saturday September 30, 2017 10:45am - 1:30pm
Pacific Ballroom

11:45am

1:30pm

Hispanic Outreach - Lessons Learned and New Realities (sesión en inglés)
Answering the Call from Pope Francis to the US Catholic Bishops with regard to Hispanic ministries and outreach. The Marianist Mission has moved to a second phase is addressing the needs of our Hispanic market.

Objectives
1. Share lessons learned from the Marianist Mission's past year
2. Assessing current realities
3. Invitation to dialogue

Moderators
avatar for Julio Chavez

Julio Chavez

Parish Relations Coordinaror, Diocese of San Bernardino
Julio Chávez nació en la Ciudad de México y llegó a los Estados Unidos a la edad de 13 años.  Cuando era niño, a Julio se le enseñaron los valores de la Iglesia Católica y que seguir a Jesús era la clave para la felicidad.  | Julio ha trabajado para la Diócesis de San... Read More →

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


Saturday September 30, 2017 1:30pm - 2:30pm
Marriott Grand 2

1:30pm

Implementing a Successful Annual Fund with No Staff
If the pride of a Catholic school is the ability of staff to multi-task due to a lack of personnel, the shame is that the staff doesn't reach out often enough and ask for help of valuable community assets. This session will demonstrate the ability of raising needed funding with no staff. The process has been proven by school and parish leaders who struggle with limited or no spare time. A step-by-step process will be provided to school administrators or pastors to recruit a no-nonsense Development Committee to carry out an effective Annual Giving Program.

Objectives
1. Take away a blueprint of recruiting a Development Committee
2. Take away a step-by-step process for volunteers to implement a successful Annual Fund
3. Take away a timeline that can be implemented by others in a short period of time.

Moderators
ML

Monica Lewis

Annual Catholic Appeal Director, Archdiocese of Seattle

Speakers
avatar for Joseph Langenderfer

Joseph Langenderfer

Executive Director, Catholic Education Foundation
Joe Langenderfer was appointed the first Executive Director for the Catholic Education Foundation of the Diocese of Joliet in June 2011. Joe has worked as a development and foundation administrator for 34 years.  Immediately prior to coming to Northern Illinois, he was the manager... Read More →


Saturday September 30, 2017 1:30pm - 2:30pm
Marriott Grand 10

1:30pm

Integrating Planned Giving Into Your Development Plan
We'll share why now is the perfect time to begin a planned giving program, and share easy steps to get it started. For  organizations without an in-depth planned giving program.

Moderators
AE

Amanda Eberhart

Director of Development, Sisters of St. Francis, Clinton

Speakers
avatar for Kimberly Jetton

Kimberly Jetton

Director of Planned Giving, Archdiocese of Los Angeles
Kimberly Jetton is an advancement professional with over 20 years of experience in a multitude of areas, and a concentration on planned gifts. Her areas of expertise include incorporating bequests in wills, trusts, overall estate planning as it pertains to charitable giving and tax... Read More →


Saturday September 30, 2017 1:30pm - 2:30pm
Marriott Grand 4

1:30pm

Learning and Leading on the Edge
Our problems are becoming increasingly complex, are no longer linear, and often have so many layers its difficult to know where to begin. Additionally, leaders find themselves amidst chaos, whether it’s regarding tasks and projects or people and relationships. Often, we find it’s a combination of the two. How can leaders make conscious choices, take the time to reflect, consider, and engage in inquiry when the demand is for action and answers? How can leaders courageously raise the difficult issues and meet people with compassion and care?

 In this session we will discuss what it means to live and lead consciously, being more aware of our decisions, our actions, and our impact. This way of learning and leading may require giving up what we think we know – allowing ourselves to experience uncertainty – in order to make space for new thoughts, feelings, and perspectives. Benefiting from it requires a willingness to surface and examine elements of personal identity and history that influence the ways we think about leadership, relate to authority, manage boundaries, respond to criticism, and handle conflict.

In this session we will explore methods for a style of leadership that values curiosity, responsibility, awareness, integrity and change.

Moderators
SC

Sr. Cathy Katoski, OSF

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

Speakers
TH

Taylor Harell

Taylor is a doctoral student in Leadership Studies at USD and a lead facilitator for USD’s Conscious Leadership Academy. Originally from St. Louis, MO, she earned her Bachelors and Masters degree from USD. She received her Masters degree in Marital and Family Therapy, and found... Read More →


Saturday September 30, 2017 1:30pm - 2:30pm
Marriott Grand 11

1:30pm

Major Gifts, a Pathway to Philanthropic Growth

For almost four decades, RA has worked with small, mid-size and large religious and secular nonprofits, and we have found a continuous need for assistance in order to increase the effectiveness of major gift efforts.

This session will deal with the nuts and bolts of organizing and executing a major gifts program, utilizing electronic screening along with other strategies to analyze a database and determine likely major gift suspects. We will also address the role of professional advancement staff in concert with volunteers and how best to move the entire process down the path of success; along the way executing activities that will include identification, (screening and research) focused communication and dialog, cultivation and eventually the ask. This process is appropriate and relevant weather you are attempting to augment your annual appeal or incorporate these strategies into a capital campaign.


Moderators
SC

Sr. Carolyn M. Dimick, IHM

Co-Director, Mission Advancement, Sisters, Servants of the Immaculate Heart of Mary

Speakers
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 Steve Michalek

Steve Michalek

Vice President & Director of Church Division, Ruotolo Associates, Inc.
Steve Michalek has spent his career in fundraising and development with more than ten years of experience working with faith-based and higher education organizations.  His expertise includes capital campaigns, major gifts, annual fund programs, alumni programs, board stewardship... Read More →


Saturday September 30, 2017 1:30pm - 2:30pm
Marriott Grand 3

1:30pm

Real Life Lessons in Multi-Channel Donor Acquisition
In this session we'll walk through 5 case studies of effective multi-channel donor acquisition campaigns and you'll come away with proven strategies and tactics that you'll be able to employ immediately. You'll learn not only what tactics improve performance but also what didn't work. We'll also explore emerging technologies for donor acquisition.
 Objectives
1. Identify new tactics for improving donor acquisition results
2. Discover how integrating multiple channels into your donor acquisition strategy will increase your response
3. Learn how emerging technologies will impact the future of donor acquisition

Moderators
LS

Linda Sroka

Director of Development, Sisters of Mercy - NyPPaW

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

Vice President Strategy, ResourceOne
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 →


Saturday September 30, 2017 1:30pm - 2:30pm
Marriott Grand 1

1:30pm

Session Cancelled -A Field Guide to Millennials: Understanding the Impact of the Largest and Most Dominant Generation
The years 1982 - 2002 gave birth to a highly-evolved, and increasingly social, new sub-species of human: The Millennial. Known as the "Trophy Kids" and the "Me Me Me" generation, Millennials find safety in numbers (over 90 million today!!) and are set to make up half of the US workforce by 2020. But despite the fact that they can be found everywhere, you may still find relating to them difficult. On the eve of the great Intergenerational Transfer of Wealth, the need to understand and build ties with this rapidly developing and diverse generation is imperative to fundraising success. In this session, we will study the mysterious Millennial in their natural habitat. We'll take a look at their markings and appearances as well as explore where they can be found in the wild. We will also discuss how they communicate, socialize and how you can attract them to your cause, even though they are less likely to be active in Parish life. We'll adventure deep into the Millennial Mind to uncover the answers to the questions that are plaguing development professionals everywhere: • What do they value? • How can we connect and engage with them? • And when we do engage, how can we keep them engaged? • How can we incite them to give while cultivating their loyalty so they bond for life? • And--finally--What's the deal with all the craft beer? You'll leave this session with a 4-part plan (100% Millennial-Approved) for Engagement, Communication, Cultivation, and Solicitation of this frightening, yet awe-inspiring, cohort group known as The Millennial.

Objectives
1. Learn to understand the millennial generation and how it compares to earlier generations.
2. Learn how to attract members of this generation, engage with them, and keep them involved.
3. Learn how to cultivate a life-long relationship so that today's volunteer can become tomorrow's major and planned giver.

Saturday September 30, 2017 1:30pm - 2:30pm
Marriott Grand 12