Session Description

Are you struggling to build diversified funding for your programs with a limited staff? Join Kathryn Keaton with Tarrant County Academy of Medicine and Michelle Crim with Dynamic Development Strategies to learn how they worked to build a base of fundraising for Project Access, a little-known community project, into a fully funded program with sustainable revenue from individuals and local foundations.

Session Objectives

1. Identify pipeline strategies to engage new donors
2. Demonstrate effective methods to cultivate foundations for new grant opportunities

Bio

Kathryn Keaton joined Project Access Tarrant County in 2011 and has been the director since 2013. Kathryn has developed and maintained relationships with Tarrant County community-charitable clinics and chairs a bimonthly committee that brings area clinics together for networking and resource-sharing. Through Kathryn's leadership, the Project Access network of volunteers and partners increases every year.

She is a graduate of Texas Wesleyan University and serves on the board of Fort Worth Youth Orchestra.

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Session Description

This presentation will focus on practical skills and tips related to raising funds from corporate, foundation, and government sources. Each type of funder has a unique motivation and outlook on supporting non-profit organizations with grants, donations, or sponsorships--and this presentation will help demystify the process. Grantwriting skills are but one piece of a successful institutional giving program; this presentation will cover how to identify, cultivate, and steward a diverse range of institutional stakeholders for maximum impact. 

Session Objectives

1. Participants will learn about the unique characteristics and motivations for corporate, foundation, and government entities to support non-profit organizations
2. Participants will learn practical skills related to identifying and reaching out to prospective institutional supporters
3. Participants will leave with tips on how to make strong asks to institutional supporters, including via grantwriting, sponsorship decks, and face-to-face solicitations

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Session Description

Did you know there is now a Fundraiser Bill of Rights? Did you know that last year, 94% of fundraisers felt stressed and underappreciated and fundraisers' average tenures dropped from 18 months to 16 months? The nonprofit sector has always had a fundraiser shortage but now there is a crisis.

We as fundraisers can change our own job satisfaction, relieve our own work stress, create ideal work-life balance and still be SUPERHERO Fundraisers!

This course will cover establishing boundaries with staff, donors, and self; career negotiations; goal setting; and a fundraiser's role in community-centric fundraising.

Session Objectives

1. Understand the Fundraiser Bill of Rights
2. Determine appropriate fundraising goals
3. Establish work boundaries

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Session Description

Session Objectives

1. Increase comfortability with how and why we have planned giving conversations
2. Add conversational tools for advancing donor relationships regarding organizational trust
3. Eliminate the myth that a planned gift fulfills the role of an ultimate gift

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Session Description

This is the 5^th year of the Donor Trust Report series. The report includes our usual indicators for public trust in the charitable sector and highlights charity types that experienced noteworthy shifts since we started tracking in December 2017. These results are based on an electronic survey of more than 2,100 adults across the United States and more than 1,000 adults in Canada conducted during December 2021.

Session Objectives

1. Bring awareness to the charity side of Better Business Bureau.
2. Share the findings of our recently released study on donor trust.
3. Demonstrate how charities can use BBB to strengthen their level of trust.

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Session Description

How do you activate those hidden donors in your constituent file? With the cost of external acquisition on the rise, how do you monetize the investments you've already made? Discovering the attributes of high potential donors in your file that have yet to give empowers you to activate their passions and their giving. Intentional personalization can deepen relationships, drive donor satisfaction, and increase lifetime value.

Bio

With over two decades of leadership experience spanning the disciplines of marketing, fundraising, and technology, Rebecca "Becca" Segovia is a seasoned fundraising executive with a strong vision and passion to help nonprofits reach more donors and raise more dollars to further their mission. At Pursuant, Becca is a creative leader providing guidance across client services, marketing and sales to help nonprofit organizations achieve breakthrough results. She has a special affinity for omni-channel and relationship-based fundraising strategies aimed at increasing donor lifetime value and nonprofit health. Most recently she has taken on a leadership role with GivingDNA, a donor engagement platform birthed out of Pursuant that helps nonprofits see the stories in their data, segment and engage constituents in a meaningful way to raise more money and achieve mission.

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Session Description

August 19, 2019 was a turning point in American capitalism when the influential Business Roundtable adopted a "Statement of Purpose of the Corporation," which committed corporate America to not only maximizing profits, but also creating value for all stakeholders. Now, businesses — large and small — are rapidly developing strategies to help the community, foster an inclusive workplace, take stances on policy issues, and pursue philanthropic activities that have both real and perceived impact. Join us for a session that will unpack all the lingo — CSR, ESGs, SDGs — and give you proven tools and case studies for nonprofits to partner with business to go beyond PR to truly impact the community through defined action steps.

Session Objectives

1. Discover the range of strategic opportunities, including CSR, strategic CSR, and Conscious Capitalism as well as tools for impact and measurement, including ESGs and SDGs and how to integrate DEI across all levels of the organization
2. Connect with examples from the business and nonprofit partnerships to showcase the range of changemakers at small businesses and Fortune 500 companies pursuing the greater good
3. Get your questions answered to bring this mindset as well as tools to your corporate giving strategy

Bio

Suzanne Smith, founder of Social Impact Architects, has been reshaping the business of social change for more than two decades. As an educator, writer and blogger, TEDx speaker, and coach to social sector organizations, she pioneers meaningful and sustainable social solutions to create real, scalable impact. Suzanne holds an MBA from Duke University's Fuqua School of Business.

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Session Description

Every volunteer position has the capacity for leadership.

How would your organization change if you made an intentional effort to develop the leader within every volunteer? From the food pantry volunteer to the Board chair. The best word to describe the change is transformational. If you want to transform your organization, begin training your volunteers to become leaders!

Leaders will lead and volunteers will follow.

Most people will enter as a volunteer, but it's up to you to ensure they develop as a leader.

Session Objectives

1. See every volunteer as a leader to be developed.
2. Explore the primary volunteer leadership training principles.
3. Discuss three lessons that should be a part of every volunteer leadership training.

Bio

Kent Stroman is a Certified Fund Raising Executive (CFRE) whose counsel has been honed by more than forty years of experience in general development management, strategic planning, capital campaigns, major donor solicitation and financial management. Stroman's experience includes 25 years in higher education as a Professor, Vice President for Finance and Vice President for Advancement.

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Session Description

You have donors, volunteers, a database, and a fundraising plan, but now what? How do you take this to create a true stewardship program that will turn your most reliable donors into your biggest fans? This workshop will show you how to identify those donors who are most likely to increase their gift, reach out to their networks on your behalf, serve on your Board or committee, and the best way to support them so they can champion your cause.

Session Objectives

1. Identify your highest priority donors and those who are most likely to be receptive to your outreach
2. Create a custom stewardship and cultivation plan for your highest priority prospects and donors
3. Eliminate the cookie cutter approach and learn the best tools and tactics to stay on track with personalized stewardship activities

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Bio

Vickie L. Allen joined Educational First Steps in June of 2019. Previously, Vickie was senior vice president of development at United Way of Tarrant County. She has also worked for WiNGS and consulted in Texas and St. Paul, Minnesota. In St. Paul, she was an assistant professor/co-chair of the business department at St. Catherine University, co-founded Team Pact Consulting Group, which partnered with nonprofits, foundations and businesses; and worked for the Girl Scout Council of St. Croix Valley.

Vickie also led the Jeremiah Program, a nationally recognized non-profit focused on eliminating generational poverty through education and employment. She led fundraising efforts, built relationships with philanthropic leaders, and secured the organization financially. She has also consulted for the Bush Foundation's Leadership Fellows Program, mentoring more than 20 fellows to navigate and lead systemic change.

Vickie started her career in sales for Fortune 500 companies and began using those skills in the nonprofit industry when she volunteered and served on boards for various nonprofits.

Originally from Syracuse, New York, Vickie received her bachelor's degree in business and sociology from Ithaca College and a master's in public administration from Harvard University.

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Session Description

Have you thought about becoming a Certified Fund Raising Executive (CFRE) but aren't sure where to get started or if its right for you?

This session will walk you through everything you need to know about the credential.

Whether you haven't yet started your CFRE application or have one in-progress, you'll gain a comprehensive understanding of how the process works — its benefits, eligibility requirements, completing the application, exam overview, formulating your study plan, discount for AFP members, taking the exam, two example test questions, and recertification.

Several updates were made to the CFRE program for 2023. This presentation will offer the most up-to-date information to ensure you are fully informed going into the process.

If it's time to level up your career, fundraising knowledge, and earning power, join us so you can be ready to take your next step.

Session Objectives

1. Understand importance of ethical fundraising and donor scrutiny
2. Learn how to successfully approach the CFRE process to bring a higher level of knowledge and mastery of fundraising best practices to your organization
3. Learn how to carve a professional pathway for yourself to ensure you are renumerated fairly and have the tools to ascend in your career

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There are over 1 million donor-advised funds, with a combined total of $240 billion earmarked for charity. How can you put some of those funds to work for your organization’s mission? We’ll provide a comprehensive look at the popular charitable gift vehicle, covering what donor-advised funds are, how they work, their tax advantages, and benefits both to donors and the organizations receiving grants. We’ll also consider how nonprofit fundraising leaders can attract and engage with donors about donor-advised funds.

Session Objectives

1. Participants will learn how donor-advised funds work and the gift vehicle's benefits to donors and nonprofits.
2. Participants will learn through statistical data how donor-advised funds are reshaping the philanthropic landscape.
3. Participants will learn how to attract and engage with donors about donor-advised funds.

Bio

Katie Warren joined HighGround in 2020 and as Client Partner Communications Specialist, she is the primary donor relationship manager for HighGround's Donor-Advised Fund Program. Her role also includes developing marketing strategies and communications to increase brand awareness and promote HighGround's client solutions.

Katie's previous work experience includes recruiting, employee retention, marketing, and client service in the accounting and financial planning industries. She graduated with honors from Texas A&M University with a BBA in marketing.

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Session Description

Like many museums, the Nasher Sculpture Center faced a stagnating membership program in a challenging and competitive landscape. But by launching new donor research efforts (like member surveys and interviews), overhauling data strategy and donor communications, and rethinking key metrics, the museum achieved record growth in two years. Then, the pandemic struck, and after a five-month closure, the Nasher team set out to do it all again. Come explore the many lessons learned, both successes and setbacks, in a live case study with real data on turning around a membership program twice.

Session Objectives

1. To offer an in-depth case study on how a local nonprofit has approached membership / annual giving during a period of significant external challenges
2. To provide concrete, data-driven strategies for membership / annual giving program growth
3. To host an engaging and actionable conversation at the intersection of donor research, CRM and analytics management, donor communications, and membership / annual giving

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Session Description

“Fundraising and Ethics” will be an interactive workshop where participants will be given case studies and have the opportunity to discuss them within an ethical framework.

Fundraising is not the place for half-truths, inuendo, false claims, or a fast and slick pitch. Professional fundraisers, especially those who are AFP members, should be held accountable to represent our organization’s mission, vision, and goals honorably and truthfully.

Ethics is something we may talk about every October for AFP’s Ethics Awareness Month when it should be embedded in every move we make as professional fundraisers. 

Session Objectives

1. Increase awareness of AFP Code of Ethical Standards and Donor Bill of Rights
2. How ethics should influence decision making and relationship with donors
3. How to address an unethical situation

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This panel discussion will focus on the unique aspects of launching the Metrocrest Services Building Our Future capital campaign in the midst of a major public crisis and the associated hurdles that impacted the project.  Panelists will discuss evolution of messaging, increasing the goal halfway through the campaign and how strategies were re-evaluated at crucial points in the campaign to achieve success.  Vickie Mathews, of Brad Cecil & Associates, will be the moderator.  Also joining from Brad Cecil & Associates is Brad Cecil and from Metrocrest Services is Tracy Eubanks, CEO, and Nicole Binkley, COO.

Session Objectives

1. Adjusting fundraising strategies in active capital campaigns due to outside influencers
2. Adjusting campaign fundraising goal mid-campaign
3. Donor stewardship practices to encourage bookend giving

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Session Description

Stories can have a unique way of engaging an audience and inspiring them to give. But the best stories and storytelling techniques can help your nonprofit keep your donors involved in your mission and even help you get that second gift.

In this session, we'll dig into what nonprofits with the best first-time donor retention rates do to communicate with donors in order to double down on donor cultivation and retention.

Session Objectives

1. A study of first-time donor retention and why donors lapse and how storytelling can impact this
2. How to use empathy and emotions to connect to your audience and drive them to make their second gift
3. The importance of segmenting your communications and employing the personal touch + examples of how real organizations are doing this

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Session Description

Future program strategies need to consider the audiences impacted by, and connected to, your mission. Do they see themselves in your ads, your appeals, your social media posts and your direct mail? Ask yourself if they feel represented — and if not, what changes or steps must be taken to create a more diverse and inclusive communication strategy?

Join this important discussion, as Leonor Salgado from Children's Health and Kim Richardson from Pursuant share the importance of, and practical ways, that DEI can be incorporated into your direct response programs.

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Session Description

With only 49% of American's making gifts annually, and average retention rates hovering around 30%, fundraising has never been more challenging — and perhaps never more vital. Making the most of your organization's limited resources and maximizing fundraising growth requires data-driven planning and execution.

This session will confirm the most reliable, meaningful, and predictive data you can use, across all prospect levels, to grow your annual appeal or drive your capital campaign. Whether your organization invests in donor analytics or simply relies on in-house data and the internet, this session will help you focus in on the smart data which will help you drive breakthrough fundraising results.

Session Objectives

1. Use data you already have to find major donors
2. Find new donors based on proven criteria
3. Understand the factors that best predict future philanthropy

Bio

Mark joined DonorSearch as the Director of West Coast Sales after a 25-year career in fundraising. He has led successful seven-figure annual fund campaigns and eight-figure capital campaigns for independent schools, museums, zoos, healthcare, and food banking, and led major gift efforts in academic medicine. From 2001 to 2010, Mark served as a Senior Executive Consultant with CCS Fundraising. A native North Carolinian, Mark holds B.A. and M.A. degrees from the University of North Carolina.

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Session Description

We all know marketing and promotion are vital to the success of your fundraising events. But how do you reach the right donors on the right channels? Find out where 1,029 social donors of all ages told us they found out about their last social giving opportunity or event and where they are most likely to give (there were a couple of interesting surprises!). We'll share actionable tips and ideas to help market your next event to a diverse audience of supporters!

Session Objectives

1. Which marketing channels donors of various generations prefer
2. What event donors of all ages reported motivates them to give and how you can incorporate that into your marketing
3. Tips and ideas you can use to successfully market your next event to donors of all ages

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Session Description

Most non-profit organizations know how to execute a fund development program. However, many aren't taking the steps necessary to move their direct response program to the next level. In this session we'll look at what causes programs to stall, how to maximize your existing donor lists and acquire new donors, and what systems and strategies need to be in place in order to reach more donors — which will ultimately increase the efficiency and effectiveness of your mission.

Session Objectives

1. Identify what's limiting your program's growth
2. Learn steps to prepare and execute a growth mindset fund development program
3. Leave with practical next steps to increase your program's effectiveness

Bio

Matthew is Vice President of Client Service and Account Executive for Brad Cecil & Associates and serves some of the agency's largest clients. He is passionate about implementing data-driven strategies and communicating with donors of all giving levels through every channel. Prior to joining Brad Cecil & Associates, Matthew was Development Director for the Life School Education Foundation; and with Pursuant, a full-service fundraising firm specializing in digital fundraising where he was responsible for fundraising for some of the largest universities and national programs in the country.

Tim is a Senior Account Manager for Brad Cecil & Associates. He has spent his career working with non-profit organizations to implement data-driven strategies and communicate with donors of all giving levels through every channel. Prior to joining Brad Cecil & Associates, Tim worked for Earth. Vision Marketing as a client service and mapping specialist. He also worked with Pursuant, a full-service fundraising firm specializing in digital fundraising where he was also responsible for fundraising for some of the largest universities and national programs in the country.

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Session Description

Change the lens through which you tell your story to grant funders. The purpose of a grant application is not to explain why your organization needs funding, but how it meets a demonstrated need. A grant application should tell the story of why your organization is the most qualified to be doing the work that you are doing. Accomplished grant writer, Tawnia Wise, CFRE, will provide an overview of the key success factors that contribute to a compelling grant application.

Session Objectives

1. Participants will learn how to utilize data and other forms of evidence to support their expertise
2. Participants will learn how to utilize asset-based language to demonstrate understanding and responsiveness
3. Participants will learn how to utilize outcomes to demonstrate impact

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Session Description

The work of fundraising is often rooted in harmful practices, both to our communities of focus and the fundraisers themselves. Embedding IDEA into individual and organizational fundraising practices is one way to mitigate this reality. In this session, Marcus will introduce Community-Centric Fundraising, a philosophy created by BIPOC fundraisers with the goal of transforming philanthropy and fundraising to center race, equity, and justice. He will provide insights into the many choice points individuals and organizations take during this journey, along with success stories and a deep dive into his institutional giving practices.

Session Objectives

1. Participants will understand the history and philosophy of Community-Centric Fundraising.
2. Participants will understand how they can apply Community-Centric Fundraising and other IDEA practices based on their job roles and level of responsibility.
3. Participants will understand how to apply Community-Centric Fundraising and other IDEA practices in the context of institutional giving.

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Session Description

Grant writing is often an overwhelming task delegated to general fundraising staff. This presentation will cover each major section of a grant proposal. Within each section, we will cover what information is needed, what questions need to be answered, and how to synthesize all of the information into a compelling fundraising document. The presentation includes specific statements to be customized for your organization that will wow your funders. At the end of the presentation, all fundraisers who never wanted to be grant writers can have the tools they need to be successful when grant writing ends up on their plate. 

Session Objectives

1. Learn the key components of each section of a grant proposal.
2. Learn how to make each section of a grant proposal a compelling piece of fundraising writing.
3. Understand how to link the sections of the grant proposal into a cohesive and compelling grant document.

Bio

Alex Dunn, MSW, CFRE, is the Millionaire Grant Lady and the creator of the Area of Focus^TM and Core Cultivation^TM strategies, the Attractiveness Quotient^TM survey, and the Grant Writing Success Template. Alex uses her program and fundraising experience to increase grant funding for organizations — over $76 million in funding to date!

Alex earned a Bachelor's Degree from Texas Christian University, Master's Degree in Social Work from University of Texas Arlington, and her CFRE. She has been winning grants in DFW for 15 years. She is an AFP member and the Programs Chair of the North Texas Grant Professionals Association.

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Session Description

With so many things uncertain these days, it's hard to think about planning — either for the short-term or long into the future. Even though you may feel stuck in overwhelm, you can still plot a course in a strategic direction.

Developing a strategic plan is a great way to set goals, map out activities, and measure outcomes. This is true whether it's for an entire organization or just one department or program. It's more than just long-range planning, too — it's a continuing process that directs the organization to what is truly important.

We'll talk about:

• What Strategic Planning Is and Is Not
• Creating a Strategic Plan
• Adjusting Your Plan

This session will uncover how you can create a plan that will strengthen and position your organization for success — and also allow for the possibilities that might derail your plans at any point.

Session Objectives

1. Understanding the basics of strategic planning
2. Knowing how to make adjustments in plans
3. Resources and real-world examples to get started on planning

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Session Description

When donors know what motivates them they can powerfully say "yes" or "no" to charitable requests based on whether the opportunity aligns with their own giving focus and personality. Elizabeth Liser of Communities Foundation of Texas will share how they have developed and deployed a simple but effective set of tools and conversations to help existing and prospective donors discover their core values, passions and philanthropic personality, in order to better decide when, where and how they want to invest charitably.

Session Objectives

1. Learn how to help your donors and board members to hone in on the aspects of your mission they most want to invest in.
2. Learn how to facilitate common giving goals among family members or groups making collective giving decisions.
3. Help your donors easily create a personal giving statement to ground and guide their philanthropy.

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Session Description

Join our keynote speaker, Dr. Holly Hull Miori, and Ashley Meruani, Vice President at CCS Fundraising, for a deeper dive into millennial donor engagement. You heard Dr. Miori provide an overview of motivations and key engagement factors for millennial and younger generations. Now, the team will provide ideas and examples to take the research to action. A combination of theory and practice, the team will provide case studies to help fundraisers take away meaningful ways of connecting with this generation. With a focus on millennial donors today, your organization can have a strong pipeline for support today and tomorrow. 

Session Objectives

1. Participants will learn active and effective ways to engage millennial donors at their organizations
2. Participants will have a stronger grounding in why millennials make the philanthropic decisions they make
3. Participants can put in place concepts at their organizations that will build their donor pipeline and are grounded in best practices

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Session Objectives

1. To differentiate between who your members are and who you want your prospects to be
2. To leverage the understanding of philanthropy as an exchange of social capital
3. To reconsider the use of planned giving vehicles in more creative and donor-centric ways

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Session Description

Trust is essential to nonprofit success. The belief that nonprofits will do the right thing and act with integrity is what motivates today?s donors and is key to generosity. With public trust in major institutions currently shaken after a pandemic, political division, and a stumbling economy, how can nonprofits build trust with their donors?

Using new research findings, we?ll explore how nonprofits can use the generosity ecosystem of motivators to unlock giving and deepen connection across varying demographics.

Session Objectives

1. Top donor motivators for unlocking generosity
2. How messaging, impact strategies, and technology build trust
3. Strategies to boost transparency and steward today's donors

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Session Description

This interactive two-hour workshop is a great introduction for nonprofit staff and volunteers interested in and/or new to grant writing. Topics incude:

• Types of Grants — definitions, ways to use them
• Basic Components of Grants — glossary, example, and discussion
• Agency Readiness
• Intro to Grant Research

Session Objectives

1. Participants will identify the major types of grants available.
2. Participants will gain understanding of the basic components of grants.
3. Participants will learn tips and tricks for researching and writing successful grants.

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Many foundations cite donor acquisition as their top challenge, closely followed by donor retention. What if you could leverage data to strategically address both priorities?

This session will demonstrate how we use data from digital strategies to cultivate new donors, drive long-term giving and steward existing donors to major and planned gifts. We'll share best practices for smart segmentation and screening of patients, employees and prospects — as well as how these strategies have generated 74% greater giving through digital stewardship, 64% engagement from prospective donors, and 25% new donor acquisition in a recent campaign.

We'll offer tips to scale up your practices in a straightforward, manageable way. You'll walk away with new strategies and technological tricks to start harnessing information to drive a giving pipeline!

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Launching a campaign can be an exciting and daunting endeavor for even the most seasoned organizations. Bringinig in outside counsel to understand and support all stages of the campaign lifecycle and how to build the appropriate plan and structure is a common first step. This session shares how an organization and its executive and fundraising leadership can transform the vision for success and achieve impactful, long-lasting results that maximize the relationship0s with staff, volunteers and donors. The leadership and consultant partnership is a vital cooperation that evolves from the launch f a feacibility studey through a campaign'sorganizational cycle with signifcant impact.

Bio

Clint Riley, CFRE joined M. Gale & Associates in 2019. He has spent a majority of his career in arts, culture and education. Prior to joining M. Gale, Clint was President and CEO of Texas Center for Arts + Academics. He has also served in positions with The Santa Fe Opera, Wolf Trap Foundation for the Performing Arts, Dallas Theater Center, and Dallas Black Dance Theatre. Clint holds a Bachelor of Fine Arts in mixed-media printmaking from the College of Santa Fe and he received his BMA from Cox School of Business and his MA in Arts Management from Meadows School of the Arts, both affiliated with Southern Methodist University. Clint and his wife currently reside in Benbrook, Texas.

Christina Cavalier is the Senior Director of Community Relations. In her role, she leads marketing and public relations initiatives and manages relationships with donors and volunteers to oversee fundraising campaigns and events that provide essential financial resources to the organization throughout the year.

In addition to leading campaign initiatives, she is the point person in the five-county region for building relationships and maintaining relationships with corporate partners, foundations, and donors. Over the past decade, Christina has been a thought leader in the nonprofit space for effective fundraising and corporate relations.

Barbara Shelton, CFRE is a veteran fundraiser and nonprofit executive working with a wide variety of nonprofit and faith-based organizations, specializing in human services. During her career, Barbara has led fundraising and communications efforts for organizations such as the Girl Scouts of Texas Oklahoma Plains, the Diocese of Birmingham (Alabama), the Diocese of Fort Worth and Big Brothers and Big Sisters of Dallas. She also founded and operated a full-service philanthropic fundraising, marketing and consulting practice for more than a decade. Barbara is member of Leadership Fort Worth's Leadership Class of 2014 and holds training certificates in Nonprofit Board Governance and 3VQ Change Leadership and was honored by the Association of Fundraising Professionals Fort Worth Metro Chapter in 2019 as the Outstanding Professional Fundraiser. She has also served as past president of the Lone Star Council of Charitable Gift Planners and past Vice President of the Association of Philanthropic Counsel (APC).

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Session Description

Do you need to capture attention quickly and get your point across in a compelling manner? Is it possible that that your current messages are not what your listeners want to know or care about? Could you use a format for delivering a compelling message that is "scalable" and can be used to create a concise "impact speeches" or an entire rationale?

This workshop explores a unique method for crafting compelling, scalable messages that capture attention and engage listeners. Participants will craft and practice their impact speech in this workshop and leave with a practical format that has unlimited applications.

Session Objectives

1. Learn a unique method for communicating compelling messages
2. Draft and practice an impact speech
3. Understand how to apply this unique method for creating compelling messages to development materials and communications

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Session Description

You are leading through unprecedented times, entrusted with a great mission. Discover the attributes of a breakthrough performance environment that allow you to predictably deliver on outcomes. How you lead matters now more than ever.

Bio

With over two decades of leadership experience spanning the disciplines of marketing, fundraising, and technology, Rebecca "Becca" Segovia is a seasoned fundraising executive with a strong vision and passion to help nonprofits reach more donors and raise more dollars to further their mission. At Pursuant, Becca is a creative leader providing guidance across client services, marketing and sales to help nonprofit organizations achieve breakthrough results. She has a special affinity for omni-channel and relationship-based fundraising strategies aimed at increasing donor lifetime value and nonprofit health. Most recently she has taken on a leadership role with GivingDNA, a donor engagement platform birthed out of Pursuant that helps nonprofits see the stories in their data, segment and engage constituents in a meaningful way to raise more money and achieve mission.

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Session Description

Are you a Salesforce user? Have you ever had data drama? Have you ever wondered if pressing one button would mess up everything? If so, this session is for you! With 16 years tenure in Salesforce for nonprofits, 8 certifications, and hands-on work with over 200 nonprofits, there is a good chance that Teri Walker, founder and CEO of CommonTeri Services, has seen a sticky situation similar to what you are working through right now. This workshop will first and foremost address the questions posed by the participants in the session plus tips, tricks, and best practices for making constituent data shine in Salesforce.

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Session Objectives

1. Understand the terms of grant agreements
2. Differentiate the motivations of grantors and grantees
3. Learn techniques for negotiating grant agreement terms

Bio

Jonathan Blum is a nonprofit and tax-exempt organizations attorney in Holland & Knight's Dallas office. Mr. Blum's experience includes assisting nonprofit leaders in managing their legal matters on a broad array of issues affecting charities, foundations, trade and professional associations, advocacy groups and other nonprofit organizations. Mr. Blum recognizes the importance of concentrating on the key issues affecting clients and moving quickly to identify practical legal options in order for clients to stay mission-focused and make informed decisions.

Prior to joining Holland & Knight, Mr. Blum worked in the nonprofit practice group for a national Am Law 100 firm in Dallas, where he served as counsel and later as shareholder. He also spent nearly seven years serving as in-house counsel for tax-exempt organizations such as a national breast cancer foundation and a private family foundation. In addition, Mr. Blum served as a transactional attorney for an international law firm headquartered in New York City. He previously served as an adjunct professor at Southern Methodist University's Dedman School of Law.

Mr. Blum is a frequent speaker on current developments for nonprofit organizations.

In addition to his law and undergraduate degrees, Mr. Blum has completed course work at the Universidad Torcuato Di Tella in Argentina and Universidad de Carabobo in Venezuela.

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Session Objectives

1. Learner will have high level understanding of leadership literature and be able to differentiate leadership styles
2. Participant will be equipped to apply concepts in real world scenarios by troubleshooting challenging leadership scenarios that fundraisers encounter in their work with nonprofit boards, leading volunteers, and in their work with donors.
3. Participant will understand the importance of key components of a personal leadership philosophy and have tools to

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Session Description

Everyone loves the action hero MacGyver who can do anything with a Swiss army knife and whatever he finds around him: duct tape, bubble gum, and paper clips would always save the day. Your grant strategy shouldn’t rely on a reactive approach. Having a well-organized grants ecosystem will allow your organization to proactively manage your grant work to build sustainable funding for your nonprofit. 

Session Objectives

1. Identify best practices in grant seeking
2. Define the financial elements of grant preparations and grant management
3. Collaborate with stakeholders to improve grant results

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Session Description

Session Objectives

1. Understand the key components of effective financial storytelling
2. How to articulate your organization's full costs
3. Tools and strategies available for data-informed communication

Bio

Ashley is a nonprofit strategist in PNC Institutional Asset Management as part of the Nonprofit Strategy and Solutions team. In this role, she helps enhance nonprofit client relationships through direct engagement by providing customized guidance. Using her knowledge of the nonprofit sector, she works directly with market teams and nonprofit clients in variety of areas including investments, governance and operational best practices, distribution strategies and philanthropic planning. As part of the Endowment and Foundation National Practice Group, she also contributes to thought leadership, presents at client events and works with key stakeholders in the community to promote PNC's commitment to the nonprofit sector.

In her role as a Quality Review Specialist at the Drueding Center, Ashley designed and developed the organization's first-ever database in just six months, decreasing admin time by over 50%. She designed CASA Philadelphia's inaugural annual volunteer feedback survey and helped them to identify key performance drivers of their volunteer recruitment and retention. In her role as a Consultant at Nonprofit Finance Fund, Ashley has helped organizations create financial plans for and think strategically about facilities acquisition, business model change, staff expansion, and more. Specifically, her partnership with organizations like South Asian American Digital Archive and Rhizome resulted in them being awarded $1M by the Andrew W Mellon foundation.

Amber Scanlan is Senior Vice President and Director of Client and Community Relations for PNC. In her role, Amber's marketing know-how paired with her passion for serving the community help her lead brand partnerships, philanthropy, charitable sponsorships, and client and community relations for PNC's North Texas region.

Originally from sunny Naples, Florida, Amber earned a bachelor's degree in Marketing and Master of Business Administration from Florida Gulf Coast University. She joined PNC's Florida market in 2009, relocated to Birmingham, Alabama in 2012, and ultimately was asked to move with PNC once again in 2016 for their seminal expansion into the Dallas-Fort Worth area.

Amber currently serves on the Boards of Directors for Texans Care for Children (Board Chair), the Dallas Foundation (Marketing & Development Committee Chair), and the Early Matters Dallas Governing Board and Policy Committee, and the Texas Prenatal-To-Three Collaborative Business Advisory Board.

She also serves on the Dallas Regional Chamber's Education & Workforce Council and the Leadership Dallas Alumni Council (Scholarship Committee Co-Chair). She is a member of United Way of Metropolitan Dallas Women of Tocqueville Society, Executive Women's Roundtable at the Dallas Regional Chamber, and is a graduate of Leadership Dallas (Class of 2019) and Leadership ISD Legislative Voices (Class of 2020). Amber was also appointed in 2020 by Governor Greg Abbott to the Texas Early Learning Council, and in 2023 to the Dallas County Childcare Commission by Dallas County Judge Clay Jenkins.

Amber and her husband have two young boys, ages twelve and six who are sports fanatics. You can find them on any given weekend on a variety of youth sports fields year-round, or at Dallas Stars Hockey games at American Airlines Center during the NHL season.

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Session Description

Session Objectives

1. To bring innovative practices to successful programs and programs that have room for growth
2. To learn how to approach leadership with new ideas that will move the program or organization forward

Bio

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Session Description

Everyone has a money story that tells us about their relationship to their money.  Asking the right questions will help you understand what is important to them about their money, your cause, and their impact can help cultivate planned gifts from casually engaged donors. 

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Session Description

In this session, we will discuss how you can make small changes to your donation page and see significant improvement in response. Some of the topics to be covered:

1. What is a strong value proposition?
2. What is donor friction and how to combat it?
3. How to use images and or video to your advantage?

Session Objectives

1. What is a strong value proposition?
2. What is donor friction and how to combat it?
3. How to use images and or video to your advantage?

Bio

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Session Description

Every non-profit organization has the potential to secure a $28 million gift. But how do you get there? In this session, we'll walk you through a real-life relationship between a fundraiser and a donor that led to a $28 million gift. You'll learn the steps the fundraiser took to develop a meaningful relationship, deepen the donor's connection to the organization, and, ultimately, how a relational approach to fundraising resulted in a transformational gift from the donor.

Session Objectives

1. To understand how to build meaningful, long-lasting relationships with donors.
2. To learn a system and approach to help you stay focused on effectively managing your caseload.
3. To learn how to create transformational giving plans.

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