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Saturday, October 5
 

1:00pm

Registration Desk Open
Saturday October 5, 2019 1:00pm - 5:30pm
Tennessee Pre Function B Desk
 
Sunday, October 6
 

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!

Sunday October 6, 2019 8:30am - 9:30am
Bell Meade CD

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!

Sunday October 6, 2019 8:30am - 10:00am
Magnolia Board Room B

8:30am

Small Shops Workshop: How to Jumpstart Your Small Shop Fundraising
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!
This year we are providing this full two-hour workshop for Small Shops only.

How to Jumpstart Your Small Shop Fundraising Been there, done that. In this workshop, we take the realities of small shop fundraising and conquer them. Get focused, get efficient, and get productive despite the many proverbial "fires" raging. Attend this session to go from just "Surviving to Thriving" in your small fundraising shop when you have limited time and staff. In this session, we will share how to's on becoming hyper-focused and strategic in your efforts to advance your mission — all on limited resources. Here is what you will learn by attending: • How to self-audit your fundraising program and create a development plan and realistic goal that leverages your assets while building strong forward momentum. • How to identify key leverage areas that will serve as a fulcrum catapulting your program forward faster. • How to prioritize your tasks and time to focus in on what is most impactful in your organization; building donor relationships • And, what is fundraising outsourcing and how to effectively utilize it to maximize your fundraising results Learn how to do the above steps, and you will be on your way to putting out fires and creating strong, focused results in your small fundraising shop in less time and effort.

Objectives
  • 1. How to self-audit your fundraising program and create a development plan and realistic goal that leverages your assets while creating strong forward momentum.
  • 2. How to prioritize your tasks and time to focus in on what is most impactful in your organization; building donor relationships
  • 3. And, what is fundraising outsourcing and how to effectively utilize it to maximize your fundraising results

Speakers
avatar for Robin Cabral, MA, CFRE

Robin Cabral, MA, CFRE

Owner, Development Consulting Solutions
 Robin L. Cabral is a Certified Fundraising Executive (CFRE) with over twenty years of experience and millions of dollars raised assisting non-profit organizations as a development professional overseeing all aspects of fund development from annual funds to capital campaigns and... Read More →


Sunday October 6, 2019 8:30am - 10:30am
Bell Meade AB

10:15am

Exhibitor Showcase 1
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering

Sunday October 6, 2019 10:15am - 11:15am
Bell Meade AB

10:15am

Exhibitor Showcase 2
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering

Sunday October 6, 2019 10:15am - 11:15am
Bell Meade CD

11:00am

Exhibitor Meeting
Sunday October 6, 2019 11:00am - 12:00pm
Magnolia Board Room

11:30am

Exhibitor Showcase 3
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering

Sunday October 6, 2019 11:30am - 12:30pm
Bell Meade AB

11:30am

Exhibitor Showcase 4
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering

Sunday October 6, 2019 11:30am - 12:30pm
Bell Meade CD

12:00pm

Exhibit Hall Set-Up
Sunday October 6, 2019 12:00pm - 4:00pm
Ryman Hall B1-2

1:00pm

A Philanthropic Vocation – Fundraising for the Love of It!
With the presumption of participants’ recognition and practice of fundraising as a ministry within the Catholic Church, and the role of fundraiser as an honorable vocation, the presenter hopes to challenge those in the field of Development to a broader, richer, and more inclusive vision of philanthopos. A broad and inclusive vision of philanthropy can be sourced in the Catholic concept of Integral Human Development, informed by the Church’s tradition of humanistic and social teaching, and made concrete with a view toward the global implementation of Sustainable Development Goals.
At the heart of this vision, is an awareness and call to each one of us, individually and collectively, to a greater good and selfless service, a “love for humanity” (preserved in the parable of the “talents” in the gospel of Matthew). Essentially, all organizational missions and all types of service to those missions are part of an integrated philanthropic approach.

Objectives
1. To introduce concepts and language so that each fundraiser may be better able to recognize and articulate her/his organization’s mission and service in terms of a broad view of philanthropy
2. To highlight the connection between this broader view with the language and principles of Integral Human Development, the Catholic humanistic and social teachings tradition, and the globally-recognized Sustainable Development Goals



Speakers
avatar for L. Charles Rotunno, Jr.

L. Charles Rotunno, Jr.

Executive Vice President, Grants and External Affairs, Raskob Foundation for Catholic Activities
In September 2000, Charlie joined the Raskob Foundation, an independent family foundation, established in 1945 whose mission is to support Catholic organizations, both domestic and international for a wide variety of causes and needs. Currently, he serves as the Executive Vice President... Read More →


Sunday October 6, 2019 1:00pm - 3:00pm
Tennessee C

1:00pm

Experience Fundraising: The New Normal for Next-gen Donors
Next-gen donors — who are already giving three-quarters of all dollars to charity and comprise 88 percent of today’s donor universe — aren’t responding to last-century approaches that focus on a transaction. Today, donor experience (dx) is the new platform for engaging next-gen donors in today’s Experience Economy. Next gens don’t just desire it, they expect it. Stop losing ground in today’s experience-centered economy. Learn how you can re-tool your organization to effectively engage experience-obsessed, next-gen donors.

Speakers
avatar for Kn Moy

Kn Moy

Senior Vice President, Strategic Foresight, DXM360 Institute for Changemaking Innovation
Kn Moy has over three decades of experience as a marketing strategist with a focus on philanthropy innovation. He presents far-and-wide on engaging the next generations of donors and volunteers, including keynoting at the DMA D.C. Nonprofit Conference and recently at the Big Ten Alumni... Read More →


Sunday October 6, 2019 1:00pm - 3:00pm
Bell Meade AB

1:30pm

Lumen Award Display Gallery
Sunday October 6, 2019 1:30pm - 6:00pm
Ryman Hall B1-2

3:15pm

4:30pm

5:30pm

Exhibit Hall Grand Opening and Reception
Sunday October 6, 2019 5:30pm - 6:30pm
Ryman Hall B1-2

6:30pm

Welcome to Nashville Reception
Sunday October 6, 2019 6:30pm - 8:30pm
Tennessee CDE
 
Monday, October 7
 

6:00am

24 Hour Prayer Room
The 24 hour Prayer Room is open to all from Sunday, October 6 at 8;00 a.m. - Tuesday, October 8 at 2:15 p.m. 

Monday October 7, 2019 6:00am - 11:30pm
Belmont B

7:30am

8:00am

Continental Breakfast
Monday October 7, 2019 8:00am - 9:00am
Ryman Hall B1-2

8:00am

Lumen Award Display Gallery
Monday October 7, 2019 8:00am - 6:00pm
Ryman Hall B1-2

9:00am

Keynote
Monday October 7, 2019 9:00am - 10:00am
Tennessee C

9:00am

Exhibit Hall open
Monday October 7, 2019 9:00am - 6:00pm
Ryman Hall B1-2

10:00am

Round Tables
Don’t miss this important opportunity to network with others in an  informal setting!  We will host several round tables 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.

Monday October 7, 2019 10:00am - 11:00am
Tennessee DE

11:00am

Refreshment Break and Drawings
Monday October 7, 2019 11:00am - 11:45am
Ryman Hall B1-2

11:45am

Shedding Some Light on Donor Retention and Loyalty
Based on the premise that fundraising practices were formulated when donors were less demanding, the competition for a donor’s loyalty was much less competitive, and fundraisers knew that there was an unending supply of people willing to support their cause, the importance of retaining donors has now reached a critical stage. Today, however, there is a new kind of donor. This new donor asks more questions, is more difficult to reach, and much more quick to switch allegiances. When you couple the above with the fact that there are many more nonprofits vying for your donors’ hearts and dollars, this issue is of utmost importance. Our presentation will help participants with the following: • An understanding of the seriousness of donor attrition • An appreciation for what it takes to raise much more money and retain donors longer (lifetime value) • A thorough description of what donors need every time they give • An understanding of how Leaders and Directors can positively impact fundraising revenue and the building of donor relationships • An explanation of what it takes to get a new donor to give the all-important 2nd gift

Objectives
1. Understanding why donors stop giving
2. Create a deeper understanding of the seriousness of donor attrition
3. Know what experiences matter to high-value donors



Speakers
SR

Susan Rescigno

President, Rescigno's Fundraising Professionals
RR

Ron Rescigno

Vice President, Rescigno's Fundraising Professionals


Monday October 7, 2019 11:45am - 12:45pm
Hermitage A

11:45am

So We’ve Got This Development Office… How to Evaluate Your Advancement Efforts
Mission mandates money and the more of it the better. But with limited resources, both human and financial, we need to ensure our efforts are highly productive and reflective of our organizations and ministries. What does a comprehensive development program include? Where should we put most of our effort? How does it grow? What should we measure? How do we hold staff accountable? This program will give you guidance for evaluating both programs and personnel.

Objectives
1. Identify the components of a successful development program and benchmarks of success
2. Learn how to analyze results and impact
3. Develop tools for effective evaluation of programs and personnel



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 →
MJ

Mary J. Foley

Managing Director, Christian Brothers Services


Monday October 7, 2019 11:45am - 12:45pm
Tennessee B

11:45am

Track: Major Gifts
Monday October 7, 2019 11:45am - 12:45pm
Hermitage B

11:45am

Your Next Planned Gift is Just a Phone Call Away
This session will explore current statistics and trends in planned giving and look at new ways to enhance your organization’s planned giving efforts. Discover techniques for identifying planned giving prospects, soliciting potential donors, and closing the gift over the phone. Learn how to make the ask using the mass communication instruments of mail, e-mail and telephone solicitation. This session will also provide strategy on the selection of donors for a planned giving direct marketing campaign. Most planned giving donors say “they were simply never asked” for a gift. Learn how your organization can avoid this common pitfall and develop a thriving and profitable planned giving marketing and solicitation plan.

Objectives
1. Examine the profile of a planned giving donor and debunk common planned giving myths.
2. Obtain a thorough understanding of how proven telephone solicitation techniques will significantly increase planned gifts to your institution.
3. Discuss the latest trends, developments and marketing opportunities available today in planned giving, and discover new ways to solicit, cultivate and educate planned giving prospects

Speakers
avatar for Anthony R. Alonso

Anthony R. Alonso

President, Catapult Fundraising
Anthony R. Alonso is one of the nation’s leading fundraisers with over three decades of expertise in direct marketing and telefundraising. In 2016, Anthony co-founded CatapultFundraising.Anthony is a natural leader and has managed his own business for over twenty years. During this... Read More →


Monday October 7, 2019 11:45am - 12:45pm
Hermitage C

11:45am

Track: Supplemental
Monday October 7, 2019 11:45am - 12:45pm
Hermitage D

12:45pm

Annual Membership Meeting
Monday October 7, 2019 12:45pm - 1:30pm
Tennessee B

12:45pm

2:00pm

Effective Strategies for Getting That All Imporant Second Gift
Consistently research has shown that the sooner you can get a second gift the more valuable a donor becomes -- and the longer they stick with you. In this session we'll discuss effective strategies that are getting that second gift earlier and increasing the long-term value of donors.

Objectives
1. Discover effective acknowledgement tactics to improve 2nd gift rates
2. Learn new techniques for revitalizing your current 2nd gift efforts
3. Learn how utilizing all communication channels can get a 2nd gift sooner



Speakers
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 →


Monday October 7, 2019 2:00pm - 3:00pm
Hermitage A

2:00pm

How To Build Deeper Relationships With Your Donors
As a development professional it is so easy to fall into the pressure and excitement of fundraising and minimize our job to just raising money. Perhaps this is why discouragement and burnout are so common in our field. Focusing all your efforts on fundraising for the next big thing and then the next big thing after that, is like being trapped on a gerbil wheel. But development is about so much more—deep relationships
Objectives
1. Understand your ministries income is determined by service to donors
2. Understand how to place major donor interests first to build trust
3. Understand leadership is the key to your development success


Speakers
avatar for Randy Bronkema

Randy Bronkema

Senior Consultant, Dickerson Bakker & Associates
Randy helps leaders of Christian organizations rise to the next level through focused vision and fundraising. He says, “Only the Gospel is going to change culture.” Randy coaches today’s nonprofit leaders to be better and smarter about what they do, in confidence that they will... Read More →


Monday October 7, 2019 2:00pm - 3:00pm
Tennessee B

2:00pm

Top 10 Suggstions for Your DAF To-Do List
Join us for a presentation on how to raise money from donors with donor advised fund giving accounts with actual case studies from popular nonprofits.

Objectives
1. Learn best practices on acknowledging and following up with your donor advised fund donors
2. Learn how to improve engagement with your DAF donors after their first DAF gift
3. Learn how to inspire your donors to give more with their DAF accounts



Speakers
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 →


Monday October 7, 2019 2:00pm - 3:00pm
Hermitage B

2:00pm

Catholic Donors are Aging: Increasing Planned Gift Results By Stewarding Donors While There Is Still Time!
The typical Catholic donor is an aging member of the “Silent Generation” getting close to signing that final will. Catholic bequest donors tend to live to 90. Half of all bequests are from wills with no charitable bequests prior to the final will. Most key bequest decisions are made in the last 5 years of life. There is still time to reach and influence many of even your oldest donors, but this window is closing! Catholic charities need to ramp up donor cultivation to maximize planned gift revenue. They need to make sure to get in (and stay in) that final and operative will—the only one that really matters. This session will show how to identify donors have the greatest probability of making a bequest. It will explain how to reach out and steward planned giving prospects and offer ways to reach donors at times they are most receptive. As donors are actively cultivated by some charities and passively ignored by others, it is clear where the money will go. It is also clear which charities are most at risk of being removed from earlier wills. Don’t be a passive charity that loses out! Using 55 years of Sharpe experience working with more than 10,000 charities, the speaker will also identify ways you can evaluate and assess the effectiveness of your current stewardship effort, as well as how to determine your key competitors for planned gifts.

Objectives
1. Learn How to Identify Key Planned Giving Prospects for Cultivation & Stewardship
2. Show How to Reach Out in Ways That Work & at the Right Time to Maximize Gifts
3. Explain Tangible Ways to Evaluate Your Planned Giving Program Success & Identify Weaknesses



Speakers
avatar for John Jensen, CFP

John Jensen, CFP

Senior VP and Senior Consultant, The Sharpe Group
 John Jensen is SVP & Senior Consultant for Sharpe Group, based in Washington D.C. With over 35 years of fundraising experience, John works with charitable organizations in Washington and across the country to design and implement effective charitable gift planning programs. He has... Read More →


Monday October 7, 2019 2:00pm - 3:00pm
Hermitage C

2:00pm

Track: Supplemental
Monday October 7, 2019 2:00pm - 3:00pm
Hermitage D

3:15pm

3:15pm

The Good, The Bad, The Ugly- Dealing with Boards
As a ED what are the issues that you face with your boards? At this session you will learn effective methods on dealing with boards

Objectives
1. How to deal with challenges that the board presents
2. Choosing the right board members
3. Best demonstrated practices for boards



Speakers
RS

Rob Silbaugh

Executive Director, World Villages for Children


Monday October 7, 2019 3:15pm - 4:15pm
Tennessee B

3:15pm

10 Takeaways for Raising the Big Bucks
Does your non-profit need help raising major gifts?  Enhance a major gift program already in place?  Whatever the case, this is the workshop for you! Led by the CEO of the nation's oldest philanthropic development consulting firm, this workshop will highlight 10 proven strategies and practical takeaways to help you raise the big bucks.  Come hear the successful techniques for landing the transformational gifts your non-profit needs to advance its mission and make a real difference.  Share your success stories and challenges as well, and let's learn from each other.



Speakers
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 →


Monday October 7, 2019 3:15pm - 4:15pm
Hermitage B

3:15pm

Leveraging Advisor Partnerships and Seminars For Planned and Major gifts
Discover how to expand your resources by partnering with legal and financial advisors to help obtain planned and major gifts. Learn how to implement and incorporate successful wills planning seminars into your programs that will garner new bequests and self-identified leads. Best of all, see how implementing these ideas have minor costs while reaping big benefits.

Objectives
1. Learn why and how to partner with advisors
2. Discover various ways that advisors can secure gifts for your organization
3. Learn how to use seminars to garner planned gifts



Speakers
avatar for Kimberly Jetton

Kimberly Jetton

Director of Planned Giving, Archdiocese of Los Angeles
Kimberly Jetton serves as the Director of Planned Giving for The Archdiocese of Los Angeles, which is the largest archdiocese in the U.S., and the 4th largest in the world. She has over 20 years of experience in advancement, with a concentration on planned gifts. Her areas of expertise... Read More →
avatar for M. Jan Akre

M. Jan Akre

Attorney, Anderson and Anderson Law, PC
Mr. M. Jan Akre is an attorney and owner of the oldest law firm in Southern California. Over the years he has been a partner in the Banking and Corporate practice at two national law firms, the managing partner of a regional law firm and has worked in the law department of a national... Read More →


Monday October 7, 2019 3:15pm - 4:15pm
Hermitage C

3:15pm

Track: Supplemental
Monday October 7, 2019 3:15pm - 4:15pm
Hermitage D

4:30pm

 
Tuesday, October 8
 

6:00am

7:30am

7:30am

8:00am

Lumen Award Display Gallery
Tuesday October 8, 2019 8:00am - 2:15pm
TBA

8:15am

Awards Breakfast and Lumen Awards Announcement
Tuesday October 8, 2019 8:15am - 10:15am
Tennessee C

10:15am

Exhibit Hall open
Tuesday October 8, 2019 10:15am - 2:15pm
Ryman Hall B1-2

10:30am

What's Coming Next and How to Manage It Part VI
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 2019 and beyond.
Objectives
1. Present new successful techniques from 2017-18.
2. Investigate the underlying trends driving Catholic fundraising today.
3. Learn the tips for success from four long-term leaders in DM fundraising.

Tuesday October 8, 2019 10:30am - 11:30am
Hermitage A

10:30am

What's New in Donor Privacy Laws and The Future of Wealth Screening
Buckle Up, Folks, There's Going to be Turbulence!

Oh, my… We’re going to be talking about laws, rules, regulations, and court cases. You’re immediately wondering, "Can this really be the session I don’t want to miss at this year’s conference?" The answer: YES! This is one. Bringing a global perspective to the NCD Conference on recent developments that impact our work in philanthropy and fundraising, this session zeroes in on one particular topic that is near and dear to all of us: the use of wealth screening as a resource for the detailed intelligence we use in building donor profiles, designing ask strategies, and considering campaign goals. If we look to the East, the European Union’s new GDPR – General Data Protection Regulations – are already changing the way global charities gather, store, and use donor data. If we look to the West, leaders in California are calling for an American-style GDPR to become the law of the land. If we look down the street, there are rumblings that Congress may take up this issue as quickly as 2019. None of this sounds like something that will make our work easier. What does all this mean for the future of Wealth Screening? Ah, that’s why this session is the one you really don’t want to miss. This talk is presented by long-time lawyer and fundraiser Ted Sudol. With four decades of experience in the law of philanthropy, he will share insights, strategies, tactics, and tips that address the challenge squarely. Whatever your role and responsibilities, you’ll leave this session with a solid understanding of the issues – and, some creative ways to think about the future of wealth screening and donor privacy rights.

Objectives
1. To identify the primary issues: That Donor Privacy Laws are not something we can ignore; donors are becoming more aware of their rights; regulators are cracking down with unprecedented force; and wealth screening is in the crosshairs.
2. To provide a primer on the European Union's new General Data Protection Regulations (GDPR) and domestic developments in donor privacy regulations.
3. To review the responses by wealth screeners to these changes and offer practical tips and insights on what is still possible and what may no longer be possible in the world of wealth screening.


Speakers
TS

Ted Sudol

Managing Director & Head of the MidAtlantic Region, CARTER - Advancing Philanthropy Worldwide


Tuesday October 8, 2019 10:30am - 11:30am
Tennessee B

10:30am

Who to Ask and What to Say: Developing and Leveraging a Prospect Pipeline
The first question we often hear from people who are initiating a fundraising program or revamping their current operations is, “Where do we start?” Even people from large-scale development operations have to occasionally throw out their playbook and start from scratch. In this session, we will take a look at the concrete steps that can help you identify prospects for your organization and set manageable action steps for prospect cultivation, stewardship, and solicitation. The second portion of this session will examine tangible strategies for communicating with those prospects. Having a plan in place for each prospect that is both personalized enough to get a response and feasible for a small shop operation can be difficult, but it’s not impossible. This interactive session will aim to provide practicable strategies for prospecting and communication.

1. Demonstrate best practices for developing a prospect pipeline
2. Discuss processes for setting action steps that focus your time and energy
3. Review effective communication strategies for donors and prospects



Speakers
avatar for Terence Curley

Terence Curley

Vice President, CCS
Terence is motivated to support and participate in causes that are founded upon a desire to effect positive change and growth for individuals, communities, and institutions. He gains immense satisfaction from collaborating with motivated leadership, volunteers, and donors to exceed... Read More →
avatar for David Mehr

David Mehr

Senior Director, CCS
David Mehr has engaged in and led CCS studies and campaigns for numerous faith-based nonprofits, including Saint Peter’s University (NJ), University of Maryland Saint Joseph Medical Center (MD), St. Joseph’s Health System (NJ), the Diocese of Paterson (NJ), the Diocese of Metuchen... Read More →


Tuesday October 8, 2019 10:30am - 11:30am
Hermitage B

10:30am

Track: Planned Giving
Tuesday October 8, 2019 10:30am - 11:30am
Hermitage C

10:30am

Track: Supplemental
Tuesday October 8, 2019 10:30am - 11:30am
Hermitage D

11:30am

Refreshment Break
Tuesday October 8, 2019 11:30am - 12:00pm
Ryman Hall B1-2

12:00pm

Stuck in the Middle with You! How to Create and Sustain a Mid-Level Program
Does your organization have donors that give at higher levels than your average donor, but not quite at a major giving level? Do these donors deserve personalized attention, but you are unsure how to do it at scale? Does your organization already have a Mid-Level program, but you are looking for new ways to measure success? During this session members of the Catholic Relief Services’ Analytics and Mid-Level teams will guide you through how they created their Mid-Level program – from selecting the appropriate donors and creating a communication plan to developing metrics to measure the success of a mid-level program. The discussion is appropriate for organizations of all sizes and will focus on strategies and best practices for creating and sustaining a Mid-Level program.

Objectives
1. The audience will learn how to identify and segment midlevel donors based on analytics
2. The audience will learn how CRS has provided personal communication to their mid-level donors
3. The audience will learn how to measure the success of a mid-level program using both quantitative and qualitative metrics



Speakers
AM

Alicen McCarrick

Charitable Giving Data Analyst, Catholic Relief Services
AR

Alison Rascher

Mid-Level Development Officer, Catholic Relief Services


Tuesday October 8, 2019 12:00pm - 1:00pm
Hermitage A

12:00pm

Church in Crisis: How Philanthropy Can Change Narratives and Bridge Divides
In our increasingly polarized society, key issues surrounding issues impacting the Catholic faith - including the sex abuse crisis, health care, and immigration (to name a few) - have been brought to the fore. And at a time when uncertainty, fear, and divisiveness is increasingly fostered throughout our nation, organizations have the opportunity - and even the responsibility – to bring people together in a way that will drive change and move your missions forward. This talk will equip you with the tools to shift this narrative, empower donors, strengthen relationships, and drive critical change through philanthropy.

Objectives
1. Demonstrate how philanthropy can help rebuild trust in the Catholic faith.
2. Build the confidence of Directors of Development and executive leaders to continue making asks.
3. Offer best practices for communicating with donors and increasing stewardship efforts during the broader crisis in the Church.



Speakers
avatar for Elizabeth Zeigler

Elizabeth Zeigler

President and CEO, Graham Pelton
As the first woman to lead a global fundraising consulting firm in the multibillion-dollar nonprofit services industry, Elizabeth Zeigler has enabled Graham-Pelton to play a groundbreaking role in elevating the level and understanding of philanthropy worldwide. She is credited with... Read More →


Tuesday October 8, 2019 12:00pm - 1:00pm
Tennessee B

12:00pm

Succcess is Spelled with 3C's
Money given away annually in America is about 70-75% donated by living people. If you're trying to raise money, you need to think about how you're going to raise money from the individuals who are closely associated with your organization. Fund-raising is both an art and a science and also a relationship business. It is in regard to people that we must learn to CONTACT, CULTIVATE, and CLOSE in order to be suCCCessful.

Objectives
1. How to take a chance encounter and make it a CONTACT.
2. How to CULTIVATE donors to become inspired by the opportunities their gift will provide.
3. To CLOSE means to present a prospect with the opportunity to give a gift.



Speakers
avatar for Jerry F. Smith

Jerry F. Smith

CEO, J.F. Smith Group, Inc
Author, lecturer, teacher and fund-raising consultant Mr. Jerry F. Smith founded the J.F. Smith Group in 1991. His mission in fund-raising—to enable clients to fulfill their fund-raising dreams through a unique, educational, professionally-directed development partnership—has... Read More →
MM

Mark Martin

Senior Vice President of Project Management and Training, JF Smith Group


Tuesday October 8, 2019 12:00pm - 1:00pm
Hermitage B

12:00pm

Track: Planned Giving
Tuesday October 8, 2019 12:00pm - 1:00pm
Hermitage C

12:00pm

Track: Supplemental
Tuesday October 8, 2019 12:00pm - 1:00pm
Hermitage D

1:00pm

Lunch and Grand Prize Drawings
Tuesday October 8, 2019 1:00pm - 2:15pm
Ryman Hall B1-2

5:30pm

Grand Ole Opry Event
Tuesday October 8, 2019 5:30pm - 10:00pm
Tennessee DE