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5+ Years Experience [clear filter]
Friday, September 29


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.

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


Bernadette Donohue, CMP

Advancement Associate, Dominican Sisters of Sparkill

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


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.

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


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.

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.

avatar for Ray Alcaraz

Ray Alcaraz

Major Gift Officer, Oblates of St. Francis de Sales

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 traveled... 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


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.
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.

avatar for Jeff Norton

Jeff Norton

Director of Annual Giving, Missionary Society of St. Columban

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


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.


Rachel Earl

Director of Direct Response Fundraising, St. Labre Indian School

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


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.

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

avatar for Julia MacDonald

Julia MacDonald

SVP Business Development, ALC


Joe Langenderfer, CFRE

Catholic Education Foundation

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


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.


Kelly Woodward

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

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


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.

•    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


Karen Schamel

Development Director, Daughters of St. Paul

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


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.

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.


Karol Devitt

Direct Mail Director, Medical Mission Sisters

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 development... 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 Aegis... Read More →

Friday September 29, 2017 4:15pm - 5:15pm
Marriott Grand 1
Saturday, September 30


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.


Steve Hubbard

Director of Planned Giving, Edmundite Missions

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


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


Kathryn Caudill

Development Director, Bellarmine Jesuit Retreat House

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 iscurrently the Director of Development for UCP Wheels for Humanity, an internationalNGO.  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


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.


Msgr. Paul Burkard

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

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


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.

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

avatar for Carrie Whitmoyer

Carrie Whitmoyer

Mission Advancement Director, MSC Sisters

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


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.


Sr. Carolyn M. Dimick, IHM

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

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


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.
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


Linda Sroka

Director of Development, Sisters of Mercy - NyPPaW

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