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5-10 years experience [clear filter]
Sunday, October 6
 

8:30am PDT

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 PDT
Bell Meade AB
 
Monday, October 7
 

11:45am PDT

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 PDT
Hermitage A

11:45am PDT

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 PDT
Hermitage C

2:00pm PDT

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 PDT
Hermitage A

2:00pm PDT

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 PDT
Hermitage B

3:15pm PDT

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 PDT
Hermitage B

3:15pm PDT

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 PDT
Hermitage C
 
Tuesday, October 8
 

12:00pm PDT

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 PDT
Hermitage A

12:00pm PDT

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 PDT
Hermitage B