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Saturday, September 15
 

1:00pm

2:00pm

The Future of Fundraising: Important and Emerging Trends and Innovations
What does the future hold for nonprofits and fundraising? It seems like every day new technology and innovations emerge, and it can be difficult for even the most savvy fundraiser to keep up. Join us for an interactive discussion about what's new and different, as well as what hasn't changed. We'll discuss the implications of new tools, trends, and innovations that help nonprofits work smarter, not harder, including:
   
What will always work in fundraising, and how it is being enhanced by new technologies;
   
Tactics for digital stewardship and conversion rate optimization;
  
 Exciting new innovations with social media, mobile, gamification, and augmented reality;
    And more!


Pre-registration required. Registration fee $50

Speakers
avatar for Steven Shattuck

Steven Shattuck

Chief Engagement Officer, Bloomerang
Steven Shattuck is Chief Engagement Officer at Bloomerang. In addition to leading the sales, marketing and customer advocacy teams, he curates our blog, administers our weekly educational webinar series and hosts Bloomerang TV, a video podcast that interviews fundraisers and consultants... Read More →

Moderators
avatar for Linda Hayes

Linda Hayes

Marianist Mission



Saturday September 15, 2018 2:00pm - 5:00pm
Ohio State
 
Sunday, September 16
 

7:30am

8:00am

8:30am

New Attendee Orientation: Fundraising as a Ministry
If you are a first time attendee to the NCDC Conference, join us for this introduction to the only conference that views fundraising as a ministry. Learn how to get the most out of your conference experience, as well as what makes the NCDC Conference different from all the others!

Sunday September 16, 2018 8:30am - 9:30am
Salon A

8:30am

Hispanic Outreach Affinity Group
NCDC is happy to provide affinity groups to provide a networking opportunity for our nonprofit attendees to share with individuals in like-minded situations.

 

The purpose of the Hispanic Fundraising Affinity Group is two-fold:  First, to further understand the impact of the Hispanic community in United States as well as within the U.S. Catholic Church; secondly, to better understand the diversity of interests, concerns, and needs of this segment in order to determine best practices to engage in mission. We encourage and welcome all interested attendees to join us!

Sunday September 16, 2018 8:30am - 10:00am
Los Angeles

8:30am

Small Shops Affinity Group
NCDC is happy to provide affinity groups to provide a networking opportunity for our nonprofit attendees to share with individuals in like-minded situations.

 

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!

Sunday September 16, 2018 8:30am - 10:00am
Miami

8:30am

Planned Giving/Major Gifts Affinity Group
NCDC is happy to provide affinity groups to provide a networking opportunity for our nonprofit attendees to share with individuals in like-minded situations.

Sunday September 16, 2018 8:30am - 10:30am
Salon C

10:15am

Exhibitor Showcase - ResultsPlus Nonprofit CRM Fundraising – Donor Management for your success!
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering. It could be new technology, software, resources, program, strategy, results of a study, or demonstration workshop.

In this Showcase:

Your mission is our mission. Let ResultsPlus Nonprofit CRM be the next member of your fundraising team!
Join our industry expert for a walk through the ResultsPlus donor database solution, complete with best practices.
Communicating and building relationships with your constituents, whether they are annual fund donors, major gift donors, first time donors or volunteers, is vital to your fundraising success. ResultsPlus Nonprofit CRM is the solution that is helping so many organizations:
•             Implement major donor cultivation strategies
•             Foster recurring gifts programs
•             Provide account managers with analytics and schedule reports
•             Perform queries and mail-merges
•             Offer insight into campaigns, appeals and fund performance
•             Research donors and see where prospects are in the pipeline
Our Platinum version offers special event planning, promotion and management, document archival, and scheduling server.
What does this all mean to you? It means that ResultsPlus is the digital member of your fundraising team that is on-call 24/7 and ready to help your organization increase fundraising success.

Presented by ResultsPlus

Sunday September 16, 2018 10:15am - 11:15am
Salon B

10:15am

Exhibitor Showcase - Tactical Talks Using DonorSearch
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering. It could be new technology, software, resources, program, strategy, results of a study, or demonstration workshop.

In this Showcase:

In this presentation, we will highlight best practices in real case scenarios on how DonorSearch clients get the most ROI and fundraise more effectively. Our session will cover major gift identifications, donor acquisitions, and retention."

Presented by DonorSearch

Sunday September 16, 2018 10:15am - 11:15am
Salon A

11:00am

Exhibitor Meeting
Sunday September 16, 2018 11:00am - 12:00pm
Salon C

11:30am

Exhibitor Showcase - A Deep Dive Into Fundraising Big Data
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering. It could be new technology, software, resources, program, strategy, results of a study, or demonstration workshop.

In this Showcase:

Join us for a deep dive into millions of donation transactions from thousands of nonprofits collected on the DonorPerfect platform. Jon Biedermann, VP DonorPerfect, will share the analysis of this unique big data source and you will gain insights into the trends and demographics of giving, changes in gifting behavior over time, the influence of major and monthly donors, and the dynamics and trends of online, offline, and multi-channel giving.

Presented by DonorPerfect

Sunday September 16, 2018 11:30am - 12:30pm
Salon B

11:30am

Exhibitor Showcase - Predicting the Future...How to Prepare for 2020
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering. It could be new technology, software, resources, program, strategy, results of a study, or demonstration workshop.


In this Showcase:

Are you stuck in a rut? Have you thought about your community in 2020? How will your communications, fundraising, community look different? Take a look into the future with Design Big Dreams as they cover a variety of topics to prepare your organization in the future. We will do some predictions and help you prepare a plan to be ready!

Presented by Design BIG Dreams


Sunday September 16, 2018 11:30am - 12:30pm
Salon A

12:00pm

Exhibit Hall Set-Up
Sunday September 16, 2018 12:00pm - 4:00pm
Grand Ballroom

1:00pm

Primer for Beginners
How to Raise More Money for Your Mission

Did you know for every 100 new donors gained nonprofits lose 103?
Building a steady, dependable revenue stream requires an annual fund and effective donor retention strategies. Learn how to set right-sized objectives, segment donors & prospects, develop compelling appeal messages avoid messages that stifle giving, determine the best channels for appeal delivery, create clear calls-to-action, and simple #DonorLove strategies to delight your donors without breaking the bank.

Objectives
1. Use a simple, data driven fundraising plan template to help you raise more money.
2. Learn simple story-gathering strategies to create compelling communications.
3. Learn how donor retention rates impact revenues.
4. Define key metrics to monitor the health of your donor stewardship program.

Speakers
avatar for Rachel Ramjattan, CFRE

Rachel Ramjattan, CFRE

President, Nonprofit Plus, LLC
Rachel is a national fundraiser and master trainer with 20+ years of experience managing nonprofit technology, fundraising, development, and communications for nonprofits of many missions, budgets, and staffing structures.  An expert coach, she’s accustomed to juggling the many... Read More →
avatar for Megan Livatino

Megan Livatino

Executive Director, Girls Play Sports
Megan Livatino is the Executive Director of Girls Play Sports in Evanston, IL.  She graduated from Northwestern University with a Bachelor of Science in Organizational Studies and later earned a Master of Science in Human Resources from Loyola University and a Master of Arts in Elementary... Read More →

Moderators


Sunday September 16, 2018 1:00pm - 3:00pm
Salon A

1:00pm

Tech Planning SmackDown
Forget everything you think you know about Technology Planning for your organization and get ready for a Tech Planning SmackDown. In this workshop we will examine real examples of nonprofit technology plans and explore ways you can incorporate some leading practices from other organizations – after all, the best form of flattery is imitation! Come prepared to have some fun as we start to think out-of-the-box and get your creative juices flowing in this interactive Tech Planning SmackDown session.

Participants will come away with:
+ Understanding the flavors of technology plans: Tactical, Strategic, Mission-Based
+ Clear and achievable steps to implement new technology with available resources
+ Creative ways to involve your entire organization and build innovation into your technology plans
+ Methods to redirect the focus of your technology plans where it is needed most



Speakers
avatar for Steve Heye

Steve Heye

Principal Solutions Consultant, NetSuite(Oracle)
Steve Heye is a Principal Solutions Consultant at NetSuite (Oracle) where he acts as a technical expert on the Social Impact team which donates the NetSuite solution to nonprofits. He is the author of Chapter 1 on IT Alignment in the NTEN book, Managing Technology to Meet Your Mission... Read More →

Moderators
AD

Anne Delaney

Institute of the Blessed Virgin Mary



Sunday September 16, 2018 1:00pm - 3:00pm
Salon C

1:30pm

Lumen Award Display Gallery
Sunday September 16, 2018 1:30pm - 6:00pm
5th Floor Foyer

3:15pm

50th Anniversary Eucharistic Celebration
Join us as we celebrate 50 years of Catholic fundraising together as a community! The evening begins with Eucharist, followed by cocktail hour in the exhibit hall, and a sit-down dinner and dancing. Dress is business casual to cocktail attire.

Tickets, which include cocktail hour, are required for dinner and are available individually ($50) or by tables of 10 ($450).

Conference participants opting not to attend the Gala are welcome to attend cocktail hour.

Purchase tickets/tables for yourself and guests when registering for the conference. If you’ve already registered, contact support@ncdc.org to add tickets to your registration.

Sunday September 16, 2018 3:15pm - 4:15pm
Salons DE

4:30pm

Keynote Address: Sr. Georgette Lehmuth, OSF
Speakers
avatar for Georgette Lehmuth, OSF

Georgette Lehmuth, OSF

President and CEO, National Catholic Development Conference
Sr. Georgette Lehmuth, OSF has been President/CEO of NCDC since 2001. In this position she leads NCDC in its efforts to promote ethical fundraising and best practice. Sr. Georgette was named by the Nonprofit Times as one of the “Power and Influence Top 50” in the nonprofit sector... Read More →


Sunday September 16, 2018 4:30pm - 5:30pm
Salons DE

5:30pm

50th Anniversary Cocktail Reception
Sunday September 16, 2018 5:30pm - 7:00pm
Grand Ballroom

5:30pm

Exhibit Hall open
Sunday September 16, 2018 5:30pm - 7:00pm
Grand Ballroom

7:00pm

50th Anniversary Gala
Join us as we celebrate 50 years of Catholic fundraising together as a community! The evening begins with Eucharist, followed by cocktail hour in the exhibit hall, and a sit-down dinner and dancing. Dress is business casual to cocktail attire.

Tickets, which include cocktail hour, are required for dinner and are available individually ($50) or by tables of 10 ($450).

Conference participants opting not to attend the Gala are welcome to attend cocktail hour.

Purchase tickets/tables for yourself and guests when registering for the conference. If you’ve already registered, contact support@ncdc.org to add tickets to your registration.


Sunday September 16, 2018 7:00pm - 10:00pm
Salons DE
 
Monday, September 17
 

6:00am

24 Hour Prayer Room
The 24 hour Prayer Room is open to all from Thursday, September 28 at 8:00 am - Saturday, September 30 at 9:00 a.m.

Monday September 17, 2018 6:00am - 11:30pm
Scottsdale

7:30am

8:00am

Continental Breakfast
Monday September 17, 2018 8:00am - 9:00am
Grand Ballroom

8:00am

Exhibit Hall open
Monday September 17, 2018 8:00am - 4:00pm
Grand Ballroom

8:00am

Lumen Award Display Gallery
Monday September 17, 2018 8:00am - 6:00pm
5th Floor Foyer

9:00am

5 Trends Shaping a New Reality for Nonprofits
Advancing technology, social enterprise and shifting demographics are changing how nonprofits communicate, engage, operate and serve. While these shifts are creating unprecedented opportunities for nonprofits, they also present new challenges as we learn to navigate this new and ever-evolving landscape. Join Jay Wilkinson as he reviews five major trends that are shaping a new reality for nonprofits:
 
  • Shifting demographics.
  • Greater interest in service.
  • Blurred lines between nonprofit and for-profit.
  • Advancing technology.
  • New ways to engage and collaborate.

Speakers
avatar for Jay Wilkinson

Jay Wilkinson

Founder and CEO, Firespring
Jay Wilkinson is an entrepreneur and innovator who has started and sold 5 companies, been an angel investor in 25 startups and founded, co-founded or helped start 7 nonprofit organizations. As a philanthropist, Jay has raised millions of dollars for nonprofits. Today, he spends half... Read More →



Monday September 17, 2018 9:00am - 10:00am
Salons DE

10:00am

Round Tables
Don’t miss this important opportunity to network with others in an  informal setting!  We will host several round tables on different fundraising topics – you choose which to attend!

Round Tables are  open on a first come, first to be seated basis.  We ask that exhibitors  do not participate in round table discussions or sit in these sessions,  unless you are the listed/approved facilitator.

List of 2018 Conference Round Tables

1. The Interests of High-Net Worth Catholics
John Matthew Knowles, Legatus
2. Messaging That Answers Why Me? Why Now? Why This Cause?
Ron Rescigno, Rescigno's Fundraising Professionals
3. Simplify, Modernize & Monetize Your Fundraising Events
Brian Kurth, My Roll Call
4. Using Models to Acquire High-LTV New Donors
Brian Terpstra, DonorBase
5. Quality v Price v Value
Joe Gamgene, CromoNB USA
6. Event Planning:  The Art of the Timeline
Annika Paquette, SOAR! Support Our Aging Religious!  
7. New Donor Acquisition: Direct Mail Best Practices
Geoff Batrouney, Estee Marketing Group, Inc.
8. Impactful Event Sponsorships & Creative Underwriting Ideas
Tovi Liebovitz, Qtego
9. I Am a New Development Director -- What Do I Do Now?
Dave Targonski, CFRE, American Target Advertising, Inc.
10. Let's Table Talk About Building a Major Gifts/Planned Giving Component for a Fund-raising Program
Sr. Peggy Scarano, O.P., SOAR!
11. Moving From Selling Candy to Seeking Investors in our Schools
Donald Demers, Ph.D., CFRE, Bay State College
12. Just the Facts:  Is a Coop Right for Your Organization?
Michael Benvenuto, Wiland, Inc.
13. Mid-Level Donor Cultivation and Growth
Juddee J. Milito, CFRE, J Milito and Associates
14. Turn Up the Volume on Your Fundraising Career and Get Your CFRE!
India Alexis Ehioba, MNA, CFRE, CFRE International
15. Upgrading Donors to Higher Levels of Investment
Mary J. Foley, Christian Brothers Services
16. From Index Cards to Snapchat--the Development Job Over the Past 50 Years
Marian Wolaver, Servants of the Paraclete
17. Un-Frankenstein Your Communications
Keith Alberts, LPi
18. High Touch Thank You's
Sr. Joan Rychalsky, IHM, SOAR!
19. Engaging Your Board in Fund Raising
Jackie Thomas-Suggs, The Society of St. Joseph
20. Include LIFE PLANNING in your Estate Planning Workshops
Joe Langenderfer, CFRE, Catholic Education Foundation, Diocese of Joliet
21. Collaborative Copywriting: Working with List Brokers, Production Managers, Strategists and Others to Improve Results
Willis Turner, Huntsinger & Jeffer
22. Why Do You Have A Development Office? Fundraising in Women Congregations Fully Funded for Retirement
Sr. Cathy Katoski, OSF, Sisters of St. Francis of Dubuque Iowa
23. Major Gifts: Building Relationships
Guy Adams, Christian  Appalachian Project
24.  Tips for Better Planned Gift Marketing
Dennis Meyer, CFRE, Meyer Partners
25.  Where Science Meets Art:  Data Science and the Art of Analytics in Fundraising    
Matthew Smith, Catholic Relief Services
26.  Small Shop, Big Responsibility--How to Prioritize    
Karen Ann Tuecke, MBA, bCET, Sisters of the Presentation of the BVM, Dubuque
27. Structuring An Effective Multichannel Program 
John Martin, Infogroup
28. Integrating Appended Emails & Online Acquired Emails: A Large Mailer's Experience   
Ken Amerson, Oblate Missionary Society, Inc (OMSI)
29.  Cybersecurity--WHEN Will You be Hit by a Cyber Attack and HOW Will You Recover?
Steve Veto, Aegis Premier Solutions
30.  5 Fundraising Best Practices       
Don McKenzie Innovairre Communications
31.  Catholic School Foundations---- Transforming Lives Through Education     
Holly Doherty-Lemoine, CFRE, Foundations in Education
32.  How To Leverage Your Partners To Support Your Marketing Needs    
Christine Catarino, Beacon Design
33. Donor Relations/Stewardship      
Angela Kwasinski, The Congregation of the Passion, Holy Cross Province
34. The Middle Child: Don't Neglect Your Mid-Level Donor Program     
Corinne Servily, Faircom New York        
35.  Tax Reform Law:  Catholic Fundraising -- What's The Difference?
John Jensen, CFP, The Sharpe Group












Monday September 17, 2018 10:00am - 11:00am
Salons DE

11:00am

Break and Drawings
Monday September 17, 2018 11:00am - 11:45am
Grand Ballroom

11:45am

Evangelization --The Heartbeat of Stewardship
Many Catholic organizations are searching for ways to cultivate new audiences, activate more donors and instill a culture of stewardship among their constituents. Traditional channels and messages are effective in reaching and moving your loyal, faithful donors. But new strategies, channels and messages are needed to reach new audiences. Evangelization – inviting people to experience the Joy of the Gospel – is the first step toward effective stewardship communications. This session is designed to help development leaders evaluate their existing communications and identify new channels and messages to reach younger, diverse donor audiences.

Objectives
1. Demonstrate the importance of evangelization in donor communications.
2. Identify new strategies, channels and messages to reach new donor audiences.
3. Show how communications dollars can be reinvested to maximize impact.


Speakers
avatar for Dan Queathem

Dan Queathem

Director, Nonprofit Marketing, Henning Communications
Dan Queathem specializes in brand-marketing and strategic communications for faith-based organizations. He currently leads new business development activities for Henning Communications and oversees strategy and planning, creative development and messaging | for the firm’s Catholic... Read More →

Moderators
ED

Elizabeth Dominick

Archdiocese of Santa Fe


Monday September 17, 2018 11:45am - 12:45pm
Salon F

11:45am

Grow Your Donor File and Increase Revenue with Digital Acquisition
Is your organizations looking for new donors? Do you want higher value donors? Are you looking for younger donors? Most organizations struggle to identify new ways to find new donors especially through new channels. We can help share with Catholic organizations how to improve targeting and performance to maximize your program's growth. This session speakers will share how you can use the digital channel effectively find new donors and increase your program's impact and revenue. Key takeaways: • What are the key channels you should be using? • Who should your audience be targeting? • What are the KPIs that your organizations should be evaluating? • Case studies and best practices for your digital acquisition efforts

Objectives
1. Using digital channels to find new donors
2. What KPI's to evaluate
3. Determining your digital audience


Speakers
avatar for Austin Nichols

Austin Nichols

Digital Media Manager, RKD Group
Every organization has a story to tell, but it can be hard to stand out in a sea of more than 1.5 million nonprofits. Austin’s execution of digital media ensures that your organization gets the digital real estate it deserves. During his time at RKD, Austin has helped to secure... Read More →
avatar for Jarred Schremmer

Jarred Schremmer

Senior Director, Digital Strategies, RKD Group
Jarred has worked in multi-channel fundraising, communication and direct marketing for a distinguished list of health, international relief, faith-based, arts and culture, and collegiate athletic clients since 2005. His experience across multiple nonprofit communication channels adds... Read More →

Moderators
SR

Sr. Renita Brummer, OSF

Franciscan Sisters of Our Lady of Perpetual Help



Monday September 17, 2018 11:45am - 12:45pm
Salon A

11:45am

Building a Culture of Collaboration
Breaking down barriers and eliminating silos in the development and communications department. Creating a highly efficient,cross functional team to work toward organizational goals. Practical steps and lessons learned through case study.

Objectives
1. Know your culture - baseline assessment
2. Identify opportunities for growth and gaps to fill
3. Strategic planning through consensus building


Speakers
avatar for Tara M. Arras, CFRE

Tara M. Arras, CFRE

Chief Development Officer, Catholic Charities DC
Tara Arras began her tenure with Catholic Charites of the Archdiocese of Washington in July 2016 as Chief Development Officer.  She serves as a member of the Executive Team and oversees the Development and Communications Department. Tara has eighteen years of experience as a professional... Read More →
avatar for Mark Erkenswick

Mark Erkenswick

Partner, KPMG, LLC
Mark Erkenswick has been a partner with KPMG since 2007, and has more than 21 years of experience providing audit and accounting services to global manufacturing and distribution clients.  Mark provides oversight and delivery of all aspects of the global integrated audit in accordance... Read More →

Moderators
FB

Fran Bourdon

Association of Marian Helpers



Monday September 17, 2018 11:45am - 12:45pm
Salon G

11:45am

How to Launch a Successful Major Gifts Program
Your ministry may be doing just fine cultivating mass donors who give $50, $100 or even $500 at a time. This sustains your basic programs and fulfills your mission from year to year. However, with a Major Gifts Program you can have more stability and growth. During this workshop we will discuss why Major Gifts, how to cultivate donor relationships, steps to writing a Major Gifts plan and give real life examples of each of these points. The floor will be open for Q&A and discussion around each point during the workshop.

Objectives
1. Building and growing a major gifts program
2. The process of building long-term major donors
3. Making your vision a reality

Speakers
avatar for Randy Bronkema

Randy Bronkema

Senior Consultant, Advocace
Randy helps leaders of Christian organizations rise to the next level through focused vision and fundraising. He says, “Only the Gospel is going to change culture.” Randy coaches today’s nonprofit leaders to be better and smarter about what they do, in confidence that they will... Read More →

Moderators
RA

Ray Alcaraz

Oblates of St. Francis de Sales



Monday September 17, 2018 11:45am - 12:45pm
Salon B

11:45am

Donor Advised Funds 101:How to Get a Greater Share of a Huge Amount of Charitable Giving
In this session, participants will learn how to find their donors who have donor-advised fund accounts and how to make it easy for donors to give gifts from their accounts. They will also learn how to engage with these donors.

Objectives
1. Learn how donor-advised fund account donors give strategically, actively and using numerous methods
2. Learn how to engage your donors with donor-advised fund accounts
3. Learn how to inspire donors to instruct their giving account to distribute the money more often to your nonprofit


Speakers
avatar for Jack Doyle

Jack Doyle

President, Amergent
Jack Doyle is President of Amergent, NCDC Corporate Partner. Since 1978, Jack has been involved with providing direct mail fund raising and consulting services to a variety of non-profit organizations. He has been a speaker for DMA, NCDC and regional NCDC meetings, most recently speaking... Read More →

Moderators
DC

Daniel Chin

Conception Abbey and Seminary College



Monday September 17, 2018 11:45am - 12:45pm
Salon C

11:45am

Conducting a Successful Capital Campaign: A Fundraisers Perspective
Attendees will be exposed to a very practical, well-scripted, step-by-step approach to how to effectively plan and implement a successful capital campaign. This approach is based on tried and true methods experienced by the presenter.

Objectives
1. To gain an overall understanding as to how capital campaigns work.
2. To gain an understanding of the specific steps to research, plan, and implement an effective capital campaign.


Speakers
avatar for Kurt Stuckman, M.S.W

Kurt Stuckman, M.S.W

Executive Director, Quincy Notre Dame Foundation
Kurt is the Executive Director of the Quincy Notre Dame Foundation and has held that position since October 2009. Prior to QND, Kurt was the Area Director of Quincy Catholic Charities for 10 years. Kurt has extensive experience in fundraising, marketing, and non-profit management... Read More →

Moderators
avatar for Donald Demers, Ph.D, CFRE

Donald Demers, Ph.D, CFRE

Professor of Philosophy, Bay State College
Donald M. Demers, Ph.D. is a professor of philosophy and beekeeper, (interests are in Pure Ethics, the Philosophy of Technology, and Desacralization vs. Rechristianization), with over 25 years in development work for educational institutions and religious congregations. He continues... Read More →



Monday September 17, 2018 11:45am - 12:45pm
Los Angeles/Miami

11:45am

How to 'Think Up' and Succeed in Fund-raising
Everyone can "think up", we just have to learn to cultivate that ability. To "think up" is to learn to think more creatively and put our heads together to succeed. It was first encouraged during WWII when Alex Osborn wrote a little book on the subject of brainstorming for the war effort. As he says, "It's easier to tone down a wild idea than to think up a new one". This session will show you how that applies to fund-raising. Attendees will learn about concrete ways to “think up” big, bold, exciting ideas and time-proven methods of putting those ideas to work making contacts, cultivating relationships, and closing the deal.

Objectives
1. How to think creatively about fund-raising.
2. Time-proven methods of putting that creativity to work.
3. How to make contacts, cultivate relationships, and close the deal.


Speakers
avatar for Jerry F. Smith, CFRE

Jerry F. Smith, CFRE

President and 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 →
avatar for Mark Martin

Mark Martin

Executive Vice President, J.F. Smith Group, Inc.
Mr. Mark Martin is a dynamic leader with 34 years of executive and management experience in diverse organizations. He has an extensive background in leadership, fund-raising and education.  Martin joined the Smith Group over 10 years ago.  He has lead over 20 Campaigns as Executive... Read More →

Moderators
CW

Carrie Whitmoyer

Missionay Sisters of the Most Sacred Heart of Jesus



Monday September 17, 2018 11:45am - 12:45pm
Salon H

12:45pm

Annual Membership Meeting
Monday September 17, 2018 12:45pm - 1:30pm
Salon A

12:45pm

Lunch and Drawings in Exhibit Hall
Monday September 17, 2018 12:45pm - 2:00pm
Grand Ballroom

2:00pm

Today’s Volunteers: The Importance of Lay Leadership in Catholic Philanthropy
A well-prepared and committed group of volunteer lay leaders can be the difference makers in a any fundraising endeavor - and most importantly, can make the roles of diocesan, parish, or school leadership more effective.  Years ago, dozens of parish volunteers could be counted on to tirelessly go door to door asking for fundraising contributions.  Today, volunteers are more difficult to find and even less willing to solicit gifts.  What are the ways that we can motivate more volunteers to participate?  How can we utilize their talents for a successful fundraising endeavor?  These topics and more will be explored.



Speakers
avatar for Larry Dorame

Larry Dorame

Associate, Ruotolo Associates, Inc.
Dedication, commitment, and drive all characterize Larry Dorame, whose ten-year career in the philanthropic arena has shown marketed results within the nonprofit and faith-based communities to which he has collaborated with. Larry’s expertise includes board development, donor cultivation... Read More →
avatar for Steve Michalek

Steve Michalek

Vice President & Director of Church Division, Ruotolo Associates, Inc.
Steve Michalek has spent his career in fundraising and development with more than ten years of experience working with faith-based and higher education organizations.  His expertise includes capital campaigns, major gifts, annual fund programs, alumni programs, board stewardship... Read More →

Moderators
JL

Joe Langenderfer, CFRE

Catholic Education Foundation



Monday September 17, 2018 2:00pm - 3:00pm
Salon F

2:00pm

NonPremium Acquisition Techniques That Convert
A variety of non-premium prospect acquisition techniques will be shown with results and costs from a variety of non-profit clients. A thorough review of each component from OE to reply will include a review of essential elements that multiple successful acquisition packages each had in common.

Objectives
1. Learn advantages to non-premium prospect acquisition packages.
2. Learn acceptable ROI for new donor acquisition packages.
3. Learn characteristics common to successful non-premium prospect packages.


Speakers
avatar for James Lawrence

James Lawrence

EVP Client Services, Lawrence Direct Marketing
Jim Lawrence is Executive Vice-President of Client Services at Lawrence Direct Marketing, Inc. (LDMI), a full-service direct response agency founded in 1987. Located in Warrenton, Virginia, LDMI specializes in fundraising for non-profits and offers its select group of non-profit... Read More →
avatar for Kathleen Corkery Mellon

Kathleen Corkery Mellon

Development Director, Sudan Relief Fund
Kathleen Corkery Mellon graduated from George Mason University in 2013 with a degree in Business Management. After graduation she began working in donor relations for Sudan Relief Fund, a nonprofit that provides food and medical supplies to the people of South Sudan.  With the help... Read More →

Moderators
SP

Sally Pietrofitta

Missionaries of the Sacred Hearts of Jesus and Mary



Monday September 17, 2018 2:00pm - 3:00pm
Salon A

2:00pm

The Development Director as Leader in the Middle…But in the Middle of What?
In this session, we will look at the key relationships that are part of the world of every Development Director. The presentation will be divided into three parts: relationships internal to the organization; those extending outward from the organization; and the essential relationship with self while serving in the ministry of development. Both experienced and new directors will learn how to balance and strengthen these key relationships.

Objectives
1. To assist the Development Director in his/her role as leader in the middle
2. To strengthen internal relationships with the CEO, Board of Directors, development staff;  other organizational offices
3. To enhance external relationships with donors, volunteers, colleagues and others


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 →

Moderators
DS

Deanna Snyder

Marianist Province of the US



Monday September 17, 2018 2:00pm - 3:00pm
Salon G

2:00pm

Using Analytics and Wealth Screening to Propel Your Campaign
Scenario: You are preparing for or engaged in a capital, endowment, or annual campaign, and you have decided to use predictive modeling and wealth analysis to identify the best prospects for principal, major, planned, and annual giving. Although It sounds both simple and obvious, to ensure success you need to develop and implement a plan to integrate the findings into your cultivation and solicitation strategies. Too many organizations struggle to implement and miss opportunities to grow the uncovered potential in their databases. This session will explore the process of matching campaign goals to screening discoveries, creating implementation strategies that mesh with campaign timelines and building consensus among the fundraising team to both understand and utilize the data most effectively. Most importantly, this will not be a theoretical undertaking, as the speakers will relate the experiences of the Fellowship of Catholic University Students implementing a screening project in support of a capital campaign.

Objectives
1. 1. To learn the range of data available to you through analytics and wealth screening services
2. 2. To understand the work of organizational staff (such as prospect research and gift officers) to use analytics and wealth data to rank and distribute prospects to leadership and development staff
3. 3. To learn how to create prospect portfolios and metrics for gift officers that encourage qualification efforts and fluidity


Speakers
avatar for Lawrence Henze

Lawrence Henze

Principal Consultant, Target Analytics, a Blackbaud Company
Lawrence has worked in the nonprofit sector for 38+ years, with the first 13 years focusing on development and marketing positions in the not-for-profit sector, primarily in higher education. Since 1993, Henze has worked in the field of data and predictive analytics, creating analytics... Read More →
avatar for Jonathan M.Smith

Jonathan M.Smith

Senior Director of Philanthropy Operations, Fellowship of Catholic University Students (FOCUS)
 A graduate of Hillsdale College, Jonathan Smith worked in finance and attended Sacred Heart Major Seminary prior to joining FOCUS, a Catholic collegiate outreach whose mission is to share the hope and joy of the gospel with college and university students. Since joining FOCUS in... Read More →

Moderators
CM

Carol Mack

Sisters of St. Joseph of Boston



Monday September 17, 2018 2:00pm - 3:00pm
Salon B

2:00pm

Wills and Bequests: Money for Mission or Estate Planning Mechanics? Which sparks action? Passion or logic? Part I
“Leaving a bequest is an amazing act of philanthropy. But it is the one way of giving which combines both passion (on the difference it can make) and logic ( I need to make my Will for my family and/or other inheritors).  The latter is so easy to delay. Part I and Part II of this topic are based on global research, and will take an in-depth focus on key issues:

When are prospects most loyal to their parish, diocese, national or international Catholic community. Does this loyalty match with patterns to make or update a Will?  

What is the best call to action to ensure a legacy to their part of the Catholic Church?

Who are the best bequest voices to communicate both messages: passion and the importance of a Will?    

Who do they really believe in?

Are tax benefits and planned giving tools (CRTs CLTs CGAs etc) a primary call to action or a secondary   one?  

And which communication channels ensure your success?

As we enter a time of baby boomer bequests are they searching for very different information than previous generations?

With 1 in 3 aged over 55 considering a planned gift this is an opportunity we need to grab NOW 

Speakers
avatar for Richard Radcliffe

Richard Radcliffe

Founder, Radcliffe Consulting
Richard Radcliffe FInstF CertInitially Richard was an in-house fundraiser for 10 years. But for the last 30 years Richard has specialised in bequests including being Executive Chairman of Smee & Ford (a company which has read every UK Will after probate – that is 1000 a day - for... Read More →

Moderators
LQ

Lisa Quist

Maryknoll Fathers and Brothers



Monday September 17, 2018 2:00pm - 3:00pm
Salon C

2:00pm

Breaking Down Barriers: Boosting Results Through Cross-Channel Fundraising
Want to know the key steps to maximize your fundraising results? Agency and client partner up in this session to share the importance of cross-channel fundraising through key techniques to increase program performance, create a greater level of impact, and expand donor loyalty. Participants will learn that connecting your messaging between your online and offline channels is critical to your fundraising program. We'll walk attendees through multiple case studies of successful multi-channel campaigns and you'll walk away with proven strategies and how to effectively structure campaigns across channels.

Objectives
1. Educate attendees about the importance of cross-channel fundraising.
2. Learn the tips for success from a long-time leader in fundraising.
3. Investigate the importance of consistent messaging across all fundraising channels.


Speakers
avatar for Barbra Schulman

Barbra Schulman

Vice President of Integrated Marketing, Faircom New York
Barbra is a marketing professional with over 20 years of experience in multi-channel campaign strategy and management. She has a successful track record of increasing revenues through introduction of new program opportunities and improved data interpretation. Barbra spent 10 years... Read More →
avatar for Cecilia Straney

Cecilia Straney

Chief Development Officer, Little Brothers - Friends of the Elderly
Cecilia Straney is the Chief Development Officer at Little Brothers – Friends of the Elderly. In her current position, she oversees development and marketing, including individual giving and social media, working with staff and volunteers to increase revenue through individual... Read More →

Moderators
MP

Mary Pat Cooper

Missionary Society of St. Paul the Apostle



Monday September 17, 2018 2:00pm - 3:00pm
Los Angeles/Miami

2:00pm

Three Case Studies For Getting Better Results from Online Campaigns Using Content Marketing
Every online campaigns should help your organization do two important things: (1) get more online donations from existing constituents, and (2) generate new donors or prospects to be further engaged. This workshop will look at 3 unique case studies of online campaigns that were significant improvements for Catholic organizations that had been struggling to get results in the past. Attendees will gain an in-depth understanding of how content marketing plays a critical role in generating awareness and driving new leads to online campaigns, as well as increasing online gifts from existing donors (many of whom may not have given online before). Takeaways include learning how to implement content-nurturing sequences for different types of prospect and donor segments, from top of the funnel all the way down to advocacy actions.

Objectives
1. Understand how to leverage blogging, social media, landing pages and your website to generate new followers and new donors
2. Learn how to create never-ending content pathways that nurture followers to make a gift
3. Gain insights for targeting new audiences on Facebook with paid social media ads, and Make better decisions on how much to budget for content marketing vs. traditional offline fundraising


Speakers
avatar for Zach Busekrus

Zach Busekrus

Director of Marketing Strategy, Direct Development
Zach Busekrus is the Director of Marketing Strategy at DD and excels at developing custom content marketing strategies for nonprofit organizations. He leads the strategic planning of communications plans that are based on data-driven methodologies and tactics that optimize conversions... Read More →
avatar for Tony Fraga

Tony Fraga

CEO, Direct Development
Tony Fraga has experience with both print and digital media with an expertise in producing variable content. He regularly presents educational sessions on the latest trends in content marketing and how they can be used effectively for nonprofits of all sizes. Tony works out of Direct... Read More →

Moderators
AH

Allison Hewitt, CFRE, CAP

Marianist Province of the US



Monday September 17, 2018 2:00pm - 3:00pm
Salon H

3:15pm

Broadening Your Base of Supporters
Broadening your base of supporters to philanthropists who believe in what you do for the community and the region

Objectives
1. Donor acquisition
2. Focusing the image and value of your diocese’s work to reach community philanthropists
3. Building sustainable growth in major and annual giving


Speakers
avatar for Salvatore Polizzotto

Salvatore Polizzotto

Executive Director, Diocese of Tucson
The Catholic Foundation for the Roman Catholic Diocese of Tucson                                          Current Mr. Polizzotto currently serves as the Executive Director of the Foundation. The Foundation manages more than $60,000,000 of endowments and other... Read More →

Moderators
JR

Jeffrey Reiter

Diocese of La Crosse



Monday September 17, 2018 3:15pm - 4:15pm
Salon F

3:15pm

Creating Meaning out of Meaningless Data
Your organization has been collecting information that you're storing in a database somewhere. There are so many unique ways to use this information to facilitate your mission and make your jobs easier. Many development offices are still very manual and hands-on - discover some methods to automate and create efficiencies your your processes

Speakers
avatar for Bridget Daly

Bridget Daly

Vice President of Business Development, Give Central
Bridget Daly is the VP of Business Development for GiveCentral and Coleman Group Consulting, which focuses on increasing the financial health and performance of client organizations through increased donations and strategic sourcing. She specializes in business development and advisory... Read More →

Moderators
KH

Karen Holbrook

Association of Marian Helpers



Monday September 17, 2018 3:15pm - 4:15pm
Salon A

3:15pm

Adjust, Adapt, Advance: How Program Innovation Raises Funds
Change will not be denied its due. Evolving demographics, radically different economic structure, the ebbs and flows of government funds and policies all create nuances for social problems and often new opportunities for solutions. Corporations are used to adjusting to changing environments, indeed, they must. Nonprofits, on the other hand, particularly faith-based nonprofits find change much harder to absorb. This presentation will examine a case study of Edmundite Missions and 80-year old provider of food and social services in Selma, Alabama, the poorest city in the poorest county in one of the poorest states in the nation. The Missions did its social and economic homework, created a series of new programs, and evolved existing programs, to meet changing needs. In the process, the Missions attracted new donors and re-ignited the interests of traditional supporters.

Objectives
1. 1. Understand how changing environments create both challenges and opportunities for programs in longstanding nonprofits
2. 2. Understand the organizational challenges of program change to adapt to that environment, and potential approaches to creating a nimble structure and augmenting internal skills
3. 3. Examine the direct funding consequences of seizing change opportunities


Speakers
avatar for Chad McEachern

Chad McEachern

President and CEO, Edmundite Missions
 Exciting. Experienced. Engaged. Just a few of the words used by many to describe the ministry of Chad McEachern, President & C.E.O. of the Edmundite Missions. At the Edmundite Missions, Chad provides oversight, vision, and management to all aspects of the organization. He ensures... Read More →
avatar for Susan Raymond Ph.D

Susan Raymond Ph.D

Chief Innovation Officer and Vice President of Program Integration, Edmundite Missions
Susan Raymond, Ph.D. is Chief Innovation Officer and Vice President of Program Integration at Edmundite Missions in Selma, Alabama and Chief Operating Officer of Edmundite Missions Enterprises, the social enterprise arm of the Missions.  She is also Senior Advisor to Changing Our... Read More →

Moderators
EH

Eileen Hudson

Our Lady of Victory Homes of Charity



Monday September 17, 2018 3:15pm - 4:15pm
Salon G

3:15pm

Your Big Vision - Fully Funded
Do you have a plan to raise all the money you need to make the biggest vision for your organization a reality? In this seminar, discover the seven keys to a successful capital campaign - and the most common pitfalls to avoid. From creating a strategic plan, to testing the audience and launching a campaign that succeeds, learn everything you need to know to see your dreams for your organization accomplished.

Objectives
1. How to create a strategic plan for a campaign that succeeds
2. Characteristics of a healthy campaign
3. The three most common pitfalls to avoid in a capital campaign


Speakers
avatar for Tom MacAdam, J.D., CCNL

Tom MacAdam, J.D., CCNL

Fundraising Consultant, The FOCUS Group
Tom MacAdam is a Consultant with The FOCUS Group, bringing over 13 years of experience leading development efforts in non-profits focused on missions, higher education and publishing. His past roles include VP of Advancement for Slavic Gospel Association, VP of Stewardship for Moody... Read More →

Moderators
MB

Michael B. Lehner

Catholic Social Services of the Miami Valley



Monday September 17, 2018 3:15pm - 4:15pm
Salon B

3:15pm

Wills and Bequests: Money for Mission or Estate Planning Mechanics? Which Sparks Action? Passion or Logic? Part II

Speakers
avatar for Richard Radcliffe

Richard Radcliffe

Founder, Radcliffe Consulting
Richard Radcliffe FInstF CertInitially Richard was an in-house fundraiser for 10 years. But for the last 30 years Richard has specialised in bequests including being Executive Chairman of Smee & Ford (a company which has read every UK Will after probate – that is 1000 a day - for... Read More →

Moderators
CJ

Christopher Jungers

The Passionists, Holy Cross Province


Monday September 17, 2018 3:15pm - 4:15pm
Salon C

3:15pm

Mission and Ministry: Defining Your Work, Not Letting Your Work Define You
How we see ourselves in relation to our work helps us define who we are and has a profound impact on our happiness, both in and out of our work. We will spend time discussing what it means to minister in the work of development and what we can do to (re)discover the joy inherent in our profession. This workshop is for the development professional at any level, as well as leadership in the school, on the board, or in the congregation.


Speakers
avatar for Donald Demers, Ph.D, CFRE

Donald Demers, Ph.D, CFRE

Professor of Philosophy, Bay State College
Donald M. Demers, Ph.D. is a professor of philosophy and beekeeper, (interests are in Pure Ethics, the Philosophy of Technology, and Desacralization vs. Rechristianization), with over 25 years in development work for educational institutions and religious congregations. He continues... Read More →

Moderators
PK

Paulette Karas

The Marist Brothers



Monday September 17, 2018 3:15pm - 4:15pm
Los Angeles/Miami

3:15pm

Ring, Ring, Cha-ching! Use the Power of the Phone in Your Fundraising Donor Retention Plan
This interactive session focuses on how to successfully use the telephone to improve retention rates from donors. The speakers in this session have many years of experience using the telephone to increase donor retention, grow sustainer programs, reactivate lapsed donors, upgrade (monthly) donors and more.

Objectives
1. By attending this session participants will learn: The importance of adding the phone as a donor centered channel.
2. By attending this session participants will learn: How to best use the phone to improve donor retention by thanking donors, generating monthly donors, winning-back lapsed (monthly) donors and upgrading monthly donors.
3. By attending this session participants will learn: Case studies and real-life examples of donor and sustainer programs grown exponentially through the power of the telephone.

Speakers
avatar for Juddee Milito, CFRE

Juddee Milito, CFRE

President, J. Milito & Associates
Juddee Milito CFRE, President of J. Milito & Associates, Inc. has been serving and coaching clients for more than 21 years, specializing in telephone fundraising and follow up.   Her company works with religious, private and independent schools, health and human services, community... Read More →
avatar for Erica Waasdorp

Erica Waasdorp

President, A Direct Solution
Erica Waasdorp is President of A Direct Solution, located on Cape Cod, Massachusetts. Erica lives and breathes direct response and fundraising and can be considered a Philanthropyholic. | She works with non-profit clients all over the country as well as internationally, helping them... Read More →

Moderators
JK

John Korpela

St. Labre Indican School



Monday September 17, 2018 3:15pm - 4:15pm
Salon H

4:30pm

 
Tuesday, September 18
 

6:00am

7:30am

7:30am

8:15am

Awards Breakfast and Lumen Awards Announcement
Join us for a plated breakfast, included with your Conference registration, honoring the recipients of the NCDC Good Samaritan Award, Awards for Distinguished Service, and Lumen Award Best of Show.

The NCDC Awards Breakfast is open to all NCDC attendees and exhibitors and does not require registration.

Cost: included with conference registration.

Tuesday September 18, 2018 8:15am - 10:15am
Salons DE

10:15am

Exhibit Hall open
Tuesday September 18, 2018 10:15am - 2:15pm
Grand Ballroom

10:30am

How a Mission-first Philosophy is Changing Catholic Philanthropy -The Catholic Foundation of Greater Philadelphia
Over the last five years at The Catholic Foundation of Greater Philadelphia (CFGP), our focus has been to help Church based ministries and organizations in the five county Philadelphia area flourish by growing philanthropy that is consistent with our Catholic faith. But to do that in today’s philanthropic climate, Catholic foundations need to do more than they ever have before. It’s no longer enough to simply steward funds to organizations in need of support. Now, our foundations must address the needs of these organizations from all angles, not only granting. Enter: Mission Advancement Services (MAS).
The first of its kind, CFGP’s MAS puts Catholic organizations’ missions at the forefront of fundraising. In fact, MAS was designed to take the pressure off our Catholic organizations so they can focus on what they love and do best – living their mission. By offering nonprofit fundraising assistance and consulting through MAS, CFGP becomes a full-service foundation that not only addresses the immediate financial needs of Catholic organizations, but works towards the sustainability of their mission for years to come.
Objectives:
  1. Discuss the CFGP model and the ideas behind its creation.
  2. Examine why a full-service foundation is the best approach for growing Catholic philanthropy.
  3. Take a closer look at MAS and discover why its mission-first approach is yielding successful fundraising for Philadelphia’s most prominent, Catholic entities.

Speakers
avatar for Sarah Hanley

Sarah Hanley

Executive Director, The Catholic Foundation of Greater Philadelphia
Sarah is the Executive Director of The Catholic Foundation of Greater Philadelphia (CFGP).  She leads CFGP’s Mission Advancement Services (MAS) development consulting division and is responsible for the Catholic Charities Appeal for the Archdiocese of Philadelphia, the St Charles... Read More →

Moderators
MR

Mark Roth

Diocese of Dodge City



Tuesday September 18, 2018 10:30am - 11:30am
Salon F

10:30am

Using the Right Ruler- Measuring Results in Direct Mail
In Direct Response Fundraising new creative might account for 10-20% of the results you achieve, but understanding the numbers - who to mail, how to segment, how to test is at least 50% of the battle. This session will provide a review for experienced fundraisers and some recent results of testing whether ROI is a better measure than LTV as well as a basic grounding for newer fundraisers in how direct response metrics work and how to test to really learn what you want to know. More than 10% of the session will be devoted to Q&A to ensure that all concepts are clear and fully explained.

Objectives
1. Measurement of results can be confusing as fundraising become more complex. Learn what metrics to use in a both a single and multi-channel environment.
2. Find out how to design tests to answer the questions you should be asking
3. Find out how to read results and which metrics to use depending on the questions you want to answer (e.g. Long Term Value vs. Return on Investment)


Speakers
avatar for Geoffrey W. Peters, J.D.

Geoffrey W. Peters, J.D.

CEO, Moore DM Group
Geoff is an internationally recognized expert in fundraising using many channels.  His teaching credentials include more than eleven years of teaching at the graduate school level, presentations at more than 100 continuing education programs, (he has also published more than 50 articles... Read More →

Moderators
BL

Barry Leidl

Jesuit Seminary Association



Tuesday September 18, 2018 10:30am - 11:30am
Salon A

10:30am

How the Role of the Development Director Has Changed Over the Last 50 Years
A discussion of how the development director's role has changed and evolved over the past
50 years.  Some areas to be covered include:

  • reporting relationships to CEO
  • board relationship
  • Budget inputs
  • size of staff 
  • communication/planning
  • reliance on social media vs direct visits / mailing. 
  • How much do you spend on staff development, recruiting etc?


Speakers
avatar for Bill Yacullo

Bill Yacullo

Managing Director, Trinity Executive Partnership
William J. Yacullo is Partner of Trinity Executive Partnership and President and shareholder of Lauer, Sbarbaro Associates, Inc., the Chicago office of EMA Partners International.  He recently completed a two-year term as Global Chairman of EMA Partners International.Prior to joining... Read More →

Moderators
MW

Marian Wolaver

Servants of the Paraclete


Tuesday September 18, 2018 10:30am - 11:30am
Salon G

10:30am

The Art and Science of Strategic Conversations
Not everyone is capable of soliciting a major gift - but each can be highly effective in cultivating, educating, engaging and involving donors and prospects IF given the necessary tools. This session will identify 25+ ways that your "I can't ask for money" board and staff members can be key players on your advancement team.

Objectives
1. Enable board and staff to recognize potential donors and advocates.
2. Develop opportunities to advance understanding and involvement.
3. Inspire staff and board to extend their reach into personal and professional networks.


Speakers
avatar for Mary  J. Foley

Mary J. Foley

Managing Director, Christian Brothers Services
Mary J. Foley brings 35+ years of experience to the not-for-profit world and offers a wealth of strategic leadership skills and insights to the educational, religious, social service and environmental arenas.Ms. Foley has worked with hundreds of not-for-profits, internally as a director... Read More →

Moderators
PM

Pam Mueller

School Sisters of St. Francis



Tuesday September 18, 2018 10:30am - 11:30am
Salon B

10:30am

Planned Giving Basics & The Data That Should Drive Your Marketing Questions
This session addresses marketing basics for any planned giving program, as well as the data & results of studies that should drive your decision making. The presentation will include the Sharpe Gift Matrix™ & how to use it to identify the types of gifts most appropriate—and most likely--for different types of donors based on identifiable characteristics. Learn who your best PG prospects are, when they make their final and operative gift decisions and the types of marketing that tends to work best. This presentation will utilize 50 years of proprietary studies of what has worked and why. It will also discuss why certain types of efforts work better than others.

Objectives
1. Understand who makes planned gifts and their characteristics
2. Learn when key planned gift decisions are made
3. Be better prepared to ask for the right gifts from the right people based on PG research studies

           


Speakers
avatar for John Jensen, CFP

John Jensen, CFP

Sr VP & Senior Consultant, The Sharpe Group
John Jensen is SVP & Senior Consultant for Sharpe Group, based in Washington D.C. With over 35 years of fundraising experience, John works with charitable organizations in Washington and across the country to design and implement effective charitable gift planning programs. He has... Read More →

Moderators
RS

Renea Steele

Missionary Society of St. Columban



Tuesday September 18, 2018 10:30am - 11:30am
Salon C

10:30am

Donor Surveys tell the Truth
The Marianist Mission conducted a survey in September 2017 of 11,000 donors. We surveyed donors to uncover their motivations for support/donations, specific areas of interest, whether someone has a particular association with the Marianists, and what they really think about our mission and ministries.

The presentation will include the analysis of the results:
Overall knowledge of the Marianists and their mission/ministries  
Donor demographics
Donor relationships with the Marianists and their Marianist spirituality
Donor motivations (i.e., faith‐based, international mission, spiritual cards or prayer partners)
Appropriateness of communication and marketing materials

Speakers
avatar for Linda Hayes

Linda Hayes

Marianist Mission

Moderators
JR

Jim Rennert, CFRE

Sisters of St. Joseph



Tuesday September 18, 2018 10:30am - 11:30am
Los Angeles/Miami

10:30am

How Embracing Technology Can Increase Donations
The world is focused on the device found in everyone’s pocket - a mobile phone. Embrace technology, don’t be left out. Mobile fundraising technology will transform your special events from average to extraordinary. Mobile technology allows you to streamline your event to make it seamless for guests to donate while simultaneously providing easy ways for fundraising team to track and manage. You will hear case studies from Catholic nonprofit organizations that have embraced mobile technology and experienced the game changing difference mobile fundraising technology has brought to their organizations. You will walk away with practical tips, insights from Gesture’s data and best practices to help you enhance and revitalize your special events and achieve greater fundraising results.

Objectives
1. Understand why mobile fundraising technology offers a game changing opportunity for nonprofits to increase funds raised at special events.
2. Insights from Catholic nonprofit organizations benefiting from using mobile technology.
3. Best practices to increase event revenue and how to use your data to make improvements

Speakers
avatar for Dianne Kleber

Dianne Kleber

Sales Director, GiveSmart by Community Brands
Dianne is Sales Director at GiveSmart by Community Brands, a fundraising technology company. Dianne has always enjoyed being involved with fundraising events. In fact, she found GiveSmart by Community Brands while she was the co-chair of a large gala for a Chicago independent high... Read More →

Moderators
AE

Amanda Eberhart

Sisters of St. Francis of Clinton, IA



Tuesday September 18, 2018 10:30am - 11:30am
Salon H

11:30am

Refreshment Break
Tuesday September 18, 2018 11:30am - 12:00pm
Grand Ballroom

12:00pm

Success Reexamined: Key Factors that Led to the Archdiocese of Cincinnati's Successful Campaign
From 2013 - 2016, the Archdiocese of Cincinnati embarked on an ambitious $130 million campaign to support the Archdiocese’s schools, religious education, local parish needs, lay faith formation and outreach, and the works of Catholic Charities in Northeast Ohio. More than $170 million was raised in pledges which will be collected through 2020. This presentation will offer a case study discussing key factors that led to success, namely the importance of developing a compelling case for support, innovative pledge collection strategies, and the significance of transparency. The Archdiocese of Cincinnati’s “One Faith, One Hope, One Love” campaign ultimately exceeded its goal and raised more than $170 million, with almost 30,000 gifts from 165,000 families. It will feature the significant influence, oversight and strategies formed through the collaboration among the Department of Finance and the Department of Stewardship and Development. Join Rich Kelly, Chief Financial Officer of the Archdiocese of Cincinnati and Thomas Kissane, Principal, of CCS for a presentation on essential strategies for achieving campaign success.


Speakers
avatar for Rich Kelly

Rich Kelly

Chief Financial Officer, Archdiocese of Cincinnati
Richard B. Kelly has served as Chief Financial Officer for the Archdiocese of Cincinnati since 2008. He graduated from the University of Cincinnati College of Law and also earned degrees in finance and theology from Xavier University, where he is an adjunct professor of business law... Read More →
avatar for Thomas Kissane

Thomas Kissane

Principal, CCS
 Tom Kissane is fortunate to have spent his 29-year professional fundraising career exclusively with CCS. During that time, he has partnered with hundreds of extraordinary organizations in designing, implementing, and providing strategic oversight to over 1,000 fundraising initiatives... Read More →

Moderators
NK

Nancy Katich

Daughters of Charity



Tuesday September 18, 2018 12:00pm - 1:00pm
Salon F

12:00pm

What's Coming Next and How to Manage It Part V
 Tweet                         Share                                                                                                                                                           
This popular session returns! Five veteran direct marketers, all winners of the NCDC George Holloway Award, discuss current trends and new ideas in Catholic direct response fundraising. This is a fast free-form discussion with lots of audience input and speaker interaction. Come hear what's working now and what to prepare for in 2019 and beyond.
Objectives
1. Present new successful techniques from 2017-18.
2. Investigate the underlying trends driving Catholic fundraising today.
3. Learn the tips for success from four long-term leaders in DM fundraising.

Speakers
avatar for Jack Doyle

Jack Doyle

President, Amergent
Jack Doyle is President of Amergent, NCDC Corporate Partner. Since 1978, Jack has been involved with providing direct mail fund raising and consulting services to a variety of non-profit organizations. He has been a speaker for DMA, NCDC and regional NCDC meetings, most recently speaking... Read More →
avatar for Lynn Edmonds

Lynn Edmonds

Strategic Fundraising Consultant
Lynn Edmonds was President of LW Robbins (now RobbinsKersten Direct ‘RKD’) for 14 years and is now serving as a Strategic Consultant to RKD and other non-profit organizations.. She is a nationally recognized industry leader who has developed innovative fundraising programs for... Read More →
avatar for Geoffrey W. Peters, J.D.

Geoffrey W. Peters, J.D.

CEO, Moore DM Group
Geoff is an internationally recognized expert in fundraising using many channels.  His teaching credentials include more than eleven years of teaching at the graduate school level, presentations at more than 100 continuing education programs, (he has also published more than 50 articles... Read More →
avatar for Larry May

Larry May

Sr. VP for Strategic Development, Infogroup Nonprofit
Larry is SVP for Strategic Development at Infogroup, NCDC Corporate Partner.  He focuses on helping forward-thinking nonprofits develop data-driven growth strategies for our changing marketplace.  In 1993, Larry and his partners founded May Development Services, one of the leading... Read More →
avatar for Dennis Meyer,CFRE

Dennis Meyer,CFRE

President, Meyer Partners
Prior to founding Meyer Partners (NCDC Corporate Partner) in 1989, Dennis was a nonprofit fundraising executive, and was National Director of Non-Profit Marketing for Epsilon.  He is a charter CFRE and a recipient of Epsilon’s Lifetime Achievement Award. Dennis is a past board... Read More →

Moderators
JN

Jeff Norton

Missionary Society of St. Columban



Tuesday September 18, 2018 12:00pm - 1:00pm
Salon A

12:00pm

Together, We Are the Stewards of Mission and Fundraising
As stewards of the mission, leaders must be actively involved with mission advancement efforts. At some organizations, that means at least 50% of their time is spent cultivating, soliciting, and stewarding donors. Fundraisers can’t, and shouldn’t, do it alone. So how can fundraising professionals continually engage organizational leaders for the greater good of the mission? Let’s have some fun as we talk about real life fundraising experiences—what worked and what didn’t work with our leaders—and how we can all work together for the sake of mission. This session is for development professionals at any level, as well as leadership on a board and/or within a congregation.
Objectives:
This session will discuss the “golden triangle” of fundraising: The Board, Organizational Leaders, and Fundraising Staff. When these entities work together, the mission comes alive, donors see their gifts in action, and the organization thrives.
How can fundraising staff engage leadership? What roles can leadership play with donors and in the community?
How can leaders overcome their fear of fundraising? We are all in this together!



Speakers
avatar for Dawn M.S. Miller, CFRE

Dawn M.S. Miller, CFRE

Senior Consultant, Let's Build Hope, LLC
With more than 20 years of mission-focused experience, Dawn has raised millions for international programs, capital expenditures, social services, disaster relief efforts, annual funds, scholarships, special gift campaigns, and endowments. She has served clients in 31 states and the... Read More →

Moderators
DA

Donna Adair

Catholic Relief Services



Tuesday September 18, 2018 12:00pm - 1:00pm
Salon G

12:00pm

How to Turn Your Fundraising Event Attendees into Supportive Donors
We all have special events. So, why not use them to help build your donor base? This session will show you how to use your next special event to build a stronger and bigger donor base. Join Robin Cabral of Development Consulting Solutions as she shares helpful tips to steward donor prospects before, during, and after your next special event.

Objectives
1. The difference between transactional and transformational fundraising
2. How to steward donor prospects before, during, and after your event
3. How events can work together with your major gift efforts


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 donor... Read More →

Moderators
AM

Anne Marie Gardiner

Sisters of Charity of New York



Tuesday September 18, 2018 12:00pm - 1:00pm
Salon B

12:00pm

Simple Steps to Successful Estate Planning--10 Keys to Fostering More Estate Gifts
“ESTATE PLANNING: SIMPLE STEPS TO SUCCESS!” If your organization doesn’t have an Estate Planning Program or Legacy Society, then you really need to consider them soon. They’re easy to set up. They’re important for the strength and growth of your organization. And if you’re not receiving these bequests, someone else is! Take a look at these basic facts and you’ll see why you need an Estate Program/Legacy Society. Simply stated, estate planning work obtains the gifts; legacy society work keeps and grows the gifts! The largest gifts to an organization, any organization, come through estate bequests! THE AVERAGE UNSOLICITED BEQUEST IS $35,000; THE AVERAGE SOLICITED BEQUEST IS 200,000! LARGER BEQUESTS COME THROUGH ACTIVE SOLICITATION. 90% of estate gifts are given through simple bequests. From 1998 to 2052, a minimum of $41 trillion will be transferred from one generation to the next. (Scherisch, 2000) Of 20,000 donors over age 50, less than 9% have an estate plan. (James, 2006) Here are some simple steps: - Talk to your Director about forming or strengthening an Estate Planning/Legacy Society. - Educate yourself about the simple basics; the lawyers know the rest. - Recruit a leadership committee of five, ten or twenty passionate people. - Ask the leadership committee to take the step of naming your organization in their wills. Once they’ve indicated you’re in their wills, you have a Legacy Society! A Legacy Society is simply a group of people who’ve indicated that you’re remembered in their wills. - For the Estate Planning Program, do at least the following: 1) Send three letter mailings and brochures per year with a postcard to let you know if you’re in their will. Always put your organization’s legal name in easy to find places. 2) Hold one or two estate planning workshops per year. 3) Talk about your Estate Program/Legacy Society at every board or committee meeting and every event possible. 4) Make sure an ad for Estate Bequests and your legal name is in every communication sent out by your organization. - For the Legacy Society, do at least the following: 1) Mail personal cards on all birthdays and anniversaries. 2) Have a Legacy Society social or soiree or appreciation once or twice a year. 3) At each appreciation, let donors know of your future plans and solicit their feedback. 4) Consider Active Solicitation or Outreach for the largest bequests!

Objectives
1. Review Estate Planning/Legacy Societies
2. Provide simple how-tos for Estate Planning/Legacy Societies
3. Provide Q&A and discussion


Speakers
avatar for Mark Filips

Mark Filips

Founder and President, VisionWorks Fundraising
Mark Filips has a unique background in working his whole career doing stewardship, development, and fundraising --- as a staff member of Catholic parishes and high schools -- and as a fundraising specialist serving the church.On the staffs of parishes and high schools, Mark has founded... Read More →

Moderators
SN

Sr. Nina Lasceski, OSB

Sisters of the Order of St. Benedict



Tuesday September 18, 2018 12:00pm - 1:00pm
Salon C

12:00pm

A Development Director’s Guide to Accounting Issues
This session will highlight accounting issues that a development director should be aware of in their role.  Topics include reporting, gift restrictions and acceptance policies and pledges.

Outcomes for Attendees:
Discuss accounting basics that impact not-for-profits.
Understand a basic financial statement
Other best practices for development directors


Speakers
avatar for Jenny Shaffer, CPA

Jenny Shaffer, CPA

Audit Manager, Plante Moran
Jenny is an audit manager at Plante Moran with 5 years of experience in the not-for-profit industry.  Jenny provides audit, review and compilation services, along with recommendations for improving and strengthening internal controls to various non-profit organizations.   Jenny... Read More →
avatar for Keith Zekind

Keith Zekind

Director of Finance, The Passionists of Holy Cross Province
Keith Zekind is the Director of Finance and Executive Director of Development for The Congregation of the Passion, Holy Cross Province, based in Park Ridge, Illinois.  Keith is a former member of NCDC’s Board of Directors and NATRI/RCRI’s Board of Directors.  He participated... Read More →



Tuesday September 18, 2018 12:00pm - 1:00pm
Salon H

12:00pm

Postal Update 2018
Learn the latest news regarding the USPS.  Mr. Colella will discuss the status of USPS Board of Governors and its impact on 2018 promotions. The PRC 10 year review on the 2006 Postal Law and its impact on future postage prices will be discussed as well as reviewing the 2019 rate increase if the USPS has announced pricing prior to the show. Mr. Colella also will provide case studies on the USPS Informed Delivery program and show how easy it is for mailers to participate in this program designed to bridge the physical mail piece with the digital world.

Speakers
avatar for Steve Colella

Steve Colella

Vice President of Postal Affairs, Calmark Group
Stephen Colella is Vice President Postal Affairs for The Calmark Group.  The Calmark Group located in Bedford Park, IL is a large mail service provider.  The Calmark Group mails in excess of 600 million pieces for its customers.Starting his career in 1973, Mr. Colella has held a... Read More →
avatar for Stephen M. Kearney

Stephen M. Kearney

Executive Director, Alliance of Nonprofit Mailers
Stephen Kearney is honored to serve since 2014 as the executive director of the Alliance of Nonprofit Mailers, the only full-time advocate and information source for nonprofits in all postal and mail matters. Steve ensures that nonprofit mailers’ interests are heard in Washington... Read More →

Moderators
KH

Karen Heuberger

Dismas Ministry



Tuesday September 18, 2018 12:00pm - 1:00pm
Los Angeles/Miami

1:00pm

Lunch and Grand Prize Drawings
Tuesday September 18, 2018 1:00pm - 2:15pm
Grand Ballroom

2:15pm

Exhibit Hall Tear-Down
As a courtesy to others doing business around you and most importantly, the attendees on the floor, dismantling of your booth or packing up of any of your exhibit items prior to 2:15PM on Tuesday, September 18 is not permitted.

Tuesday September 18, 2018 2:15pm - 4:15pm
Grand Ballroom