Pre-Conference Workshops

Barbara Shelton Missy Gale

Missy Gale, CFRE
(President, M. Gale & Associates)
Barbara Shelton
(Chief Operating Officer, M. Gale & Associates)

Beyond the Book: Real Life Experience in Building a Successful Development Program

Workshop Description

Join Missy Gale, CFRE, members of the M. Gale & Associates consulting team, and clients in breaking down the critical components of successful development programs. Developed for large to small fundraising shops, you'll learn how to put together, build, and measure your development program's success. This is a hands-on "how to and hands on" program that goes beyond the intellect and unleashes creativity! M.Gale clients will share how they brought their plans to life and energized their organizations around a powerful culture of philanthropy.

Lisa Lloyd John Gilchrist

John Gilchrist, FAHP, CFRE
(Managing Principal, Philanthropy Focus LLC)
Lisa Lloyd
(Director of Development, Heal the City Free Clinic)

Building a Successful Subcription Giving Program: A Case Study

Only 9 spots left for this workshop, so register today!

Workshop Description

Join John Gilchrist, FAHP, CFRE and Lisa Lloyd, Director of Development for Heal the City Free Clinic in Amarillo, Texas as they show attendees a working subscription giving program. You will learn how to build a subscription giving program, including developing the case for donors, ways to promote the benefits from the donor's perspective, ongoing stewardship and engagement tactics to boost donor satisfaction and retention, and segmentation strategies that work. Attendees will leave this workshop with a case for subscription giving, target giving levels, promotion ideas to implement, and ongoing communication tactics.

Teri Walker

Teri Walker
(CEO, CommonTeri Services)

Donor and Board Management Salesforce Tips

Workshop Description

Get the most out of your Salesforce and NPSP (Nonprofit Success Pack) instance with tips and solutions from Salesforce expert, Teri Walker. Teri has been supporting nonprofits using Salesforce for 15 years, and has (almost) seen it all! She is excited to share how to better leverage Salesforce NPSP's advanced functionality including donor levels, engagement plans, batch gift entry, and data imports for constituent management that help you secure the funding that you need for your organization and accurately report on it to your stakeholders. Teri will also share her custom solutions for board management and North Texas Giving Day that give you the tools you need to manage soft credits and board give and get commitments. If you have Salesforce with NPSP, you won't want to miss this opportunity! Do you have a question for Teri? Ask away at!

Register Now

Thank you, and see us soon for 2023 Philanthropy in Action Conference information.