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Workshop-Breakout-Round Tables [clear filter]
Monday, September 14
 

10:45am EDT

Why Developing An Integrated Marketing Program MUST Be Your Number One Priority

Attendees will learn and be able to take with them a comprehensive understanding of integrated marketing, how to plan their program, choose which marketing segments fit their needs, timetables for executing each step, themes most likely to succeed and how to set up an evaluation program to monitor their successes.


Moderators
KD

Katherine DiGiulio

Director of Mission Advancement, Congregation of Notre Dame

Speakers
avatar for Don F. Olson

Don F. Olson

Owner, DonO Communications
DonO Communications evolved over a 49 year period of working in the graphic arts community. Developing skills as a production artist, a printing instructor, a direct mail consultant and a fundraising executive while in the employ of others, Don finally decided to offer his expertise... Read More →


Monday September 14, 2015 10:45am - 11:45pm EDT
Fantasia CD

1:45pm EDT

Do You Really Need a Development Consultant and What is One Anyway?

This session will present some practical tips on hiring and working with a fund development consultant so that your organization can grow in its capacity to secure charitable gifts.

Objectives
  • 1. To explore why an organization hires a fund development consultant
  • 2. To learn how to select the right consultant
  • 3. To understand how to get the most from the consultant-client relationship

Moderators
TL

Tim Lafavor

Fundraising Project Manager, Priests of the Sacred Heart

Speakers
avatar for Sister Mary McFadden, SSJ, CFRE

Sister Mary McFadden, SSJ, CFRE

Consultant, Development Consultants
Sister Mary McFadden, SSJ, CFRE, a Sister of Saint Joseph of Philadelphia, PA, has been involved in development ministry since 1992. She served as Co-director of Development for her congregation from 1992-2003 during which time she obtained a master’s degree in Philanthropy and... Read More →
avatar for Sister Madeline Franze, SSJ, CFRE

Sister Madeline Franze, SSJ, CFRE

Consultant, Development Consultants
Sister Madeline Franze is a Sister of Saint Joseph, NCDC Active Member, and a full time development consultant specializing in fund development consultation for Catholic congregations of women and men religious and other small non-profits. Development Consultants has serviced about... Read More →


Monday September 14, 2015 1:45pm - 2:45pm EDT
Fantasia CD
 
Tuesday, September 15
 

10:15am EDT

So You Have Identified Major Donor Prospects... Now What?

This session will explore both the identification, cultivation and stewardship strategies of major donor and major donor prospects.

Objectives
  • 1. Outline/discuss steps for Identifying Prospects (using internal and external channels)
  • 2. Explore steps involved in creating the appropriate cultivation plans for your Prospects
  • 3. Discuss, from the prospective of a major gift officer, how cultivation lans are followed and what information is maintained to document visits/phone calls, etc.


Speakers
avatar for Mary Bogucki

Mary Bogucki

Senior Vice President, Amergent
Mary has been with Amergent since 1999 and currently serves as Sr. Vice President. She has spent 30+ years in client and project management. For over 15 years, she has focused on direct marketing in both the commercial and not-for-profit arenas, bringing results-driven strategic... Read More →
avatar for Tracy Corcoran

Tracy Corcoran

Vice President, Database Services, Amergent
Tracy has been with Amergent since 1996 and currently serves as Vice President of Database Services.  Tracy has over 20 years’ experience in database management and technology solutions and is responsible for leading Amergent's Database Account Services and Analytic Services departments... Read More →
avatar for Melissa Kellogg

Melissa Kellogg

Major Gift Officer, Maryknoll Fathers and Brothers
Melissa Kellogg is a Major Gift Officer for Maryknoll Fathers and Brothers, the Catholic Foreign Mission Society of America.  Melissa has been a part of the Gift Planning team at Maryknoll Fathers and Brothers for nine years.  In that time, she has raised funds for mission in the... Read More →
avatar for Lisa Quist

Lisa Quist

Manager of Gift Planning, Maryknoll Fathers and Brothers
           


Tuesday September 15, 2015 10:15am - 11:15am EDT
Fantasia CD

1:45pm EDT

The Quest for Community - Donor Response Theory in Successful Non-Profits

In this presentation, industry experts will present Donor Response Theory, which is a new framework for understanding the components of a successful development program. Using insights from Catholic anthropology and sociology as well as case studies from non-profit partners, session leaders will instruct participants about the components of Donor Response Theory, which is a method for increasing high-quality engagement with donors in order to build lasting relationships over time. Participants will see how this theory can shed light on the quality of all of their donor communications and interactions, from direct mail to planned giving.

Objectives
  • 1. Participants will learn an effective framework for building a highly successful development program.
  • 2. Participants will evaluate their development program in light of the framework and learn where their strengths and weaknesses lie.
  • 3. Participants will incorporate insights from Donor Response Theory into their strategy in all development areas: major gifts, direct mail, planned giving, foundation relations, etc.


Moderators
LE

Laurie Evans-Dinneen

Director, Stewardship and Development, Archdiocese of Anchorage

Speakers
avatar for Jeremy Beer

Jeremy Beer

Vice President, Catholic Phoenix
Jeremy Beer is a member of the board at Catholic Phoenix, a lay organization whose mission is to nurture the intellectual and cultural lives of Catholics in the Diocese of Phoenix. He is also on the board at Mars Hill Audio Journal, the Institute for Family Studies, and the American... Read More →
avatar for Matthew Gerken

Matthew Gerken

Client Services Manager, American Philanthropist
Matthew Gerken is an associate consultant with American Philanthropic, assisting clients with strategic planning, writing, mail management, and grant proposals. He joined American Philanthropic after serving as a program officer at the Intercollegiate Studies Institute, where he... Read More →


Tuesday September 15, 2015 1:45pm - 2:45pm EDT
Fantasia CD

3:15pm EDT

Leveraging a High-Profile Event with Integrated Campaigns. Case Study: Pledge to “Walk With Pope Francis”

Your organization is just beginning their investment in digital fundraising – most of the work is being generated by ‘inside’ experts and mimicking what similar organizations are doing.  You’ve seen some results but know they should be higher – more on line donations, testing audience messaging, growing your on line file.  Where to start?  Strategy, coordinated messaging, execution, testing, analysis – it’s all important. 

 Outcomes:  This session will provide case study results and a deeper understanding of:

  • The potential of various digital touch points including Facebook, email, social posts
  • Testing strategies and the importance of synchronized messaging across all channel touch points
  • Digital 101 – pop ups, hijacking the website, light box, banner ads, google grants – the value of these tactics into your digital strategy
  • Message testing and analytics – open and giving rates – measuring results. What messages are driving on line donations?
  • Google grant management
  • Strategies for growing your on line acquisition

Moderators
CK

Cheryl Keedy

Sr. Strategist, Direct Response, Productions Solutions, Inc.

Speakers
avatar for Jim Jacobs

Jim Jacobs

Vice President, PS Digital Services
Jim Jacobs has been supporting nonprofit, commercial, and government clients with web strategy, design, content, technology, video, social media integration, and advertising since the web began. In addition to his deep experience, Jim leads PS Digital, our team, and a network of proven... Read More →
avatar for John Butler, M.Ed.

John Butler, M.Ed.

Secretary for Development, Archdiocese of Washington
John T. Butler brings more than 25 years of experience in fundraising, philanthropy, leadership, and strategic and tactical planning.  As Secretary for Development with the Archdiocese of Washington, Mr. Butler works to advance the archdiocese’s successful development efforts to... Read More →


Tuesday September 15, 2015 3:15pm - 4:15pm EDT
Fantasia CD
 
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