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1-5 Years Experience [clear filter]
Friday, September 29


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.


Patty Walter

Annual Gift Director, Diocese of Fairbanks


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


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
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.

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 →

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


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.

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

avatar for Renee Brueckner

Renee Brueckner

Operations Director, Association of the Miraculous Medal

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
Saturday, September 30


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.

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


Br. Roy Smith, CSC

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

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


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.


Amanda Eberhart

Director of Development, Sisters of St. Francis, Clinton

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 →

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