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Workshop-Breakout-Round Tables [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


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


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
Saturday, September 30


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


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