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Track: Major Gifts [clear filter]
Monday, October 7

11:45am PDT

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

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.

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

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.

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
Tuesday, October 8

10:30am PDT

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

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 PDT
Hermitage B

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.

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.

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 →

Mark Martin

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

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