annual giving conference 2023

Southeast Annual Giving Conference - Nov. 14-16 in Ft. Lauderdale Join this group of advancement services leaders who have been there and done that. In addition to their day jobs, they have been responsible for campaign planning, talent management, committee/council administration, campaign management, MGO support staff management, and assumption of central IT roles. She is passionate about helping organizations provide economic mobility, access to educational pathways and healthcare services. The panel will try to suggest solutions to those conundrums and reflect on national best practices. She holds a BS in Mass Communications and a BA in English Literature from Appalachian State University and has completed her Executive MBA. Fly in and you wont need a car!You can track whos coming on our LinkedIn event page.Save the dates and plan to join us. AGN presents a regular line-up of interactive events including webinars, workshops, and leadership forums. For nearly 5 years John served as Associate Vice Chancellor for Advancement Services, as well as Interim Campaign Manager during his last 18 months, at North Carolina State University. Please view CASE's Vaccination Policy Bob is a recipient of the CASE Crystal Apple Award for Lifetime Teaching Excellence as ranked by his audiences. Her responsibilities included project managing large-scale digital fundraising events, leading affinity fundraising programs like reunions, volunteer engagement, creating marketing campaigns, personal solicitation, and more. National Association of Charitable Gift Planners Home - AGN Our 2023 conference will be in-person held on April 24 from 8:00 am to 5:30 pm at Westin St. Francis, San Francisco. Hows your organizational chart these days? In her role at VanillaSoft, Emily is working closely with fundraising clients and promoting VanillaSoft within the fundraising world. He is a leader in campaign and advancement management with over 25 years of experience supporting higher education and healthcare. You can email the site owner to let them know you were blocked. Felicity Meu spent 9 years with Stanfords Office of Development. In her spare time, Jess is obsessed with thrifting and jewelry making, so you can usually find her and her seven-year-old son exploring one of the many Las Vegas area vintage and thrift shops. There are successes to be found in other sectors (PBS) and even other countries (UK). Cost: Tickets range from $300-$1,049 depending on membership level and time of purchase. In this panel, we bring together women leaders and aspiring women leaders of nonprofits to engage in discussion about relevant issues and foster meaningful relationships. Give Conference will start at 5pm on Monday, September 18th, and end at about 5pm on Tuesday, September 19th. Prior to this, Rachel spent a decade in the hospitality industry. Join us in beautiful. June 3: Plenary Sessions, Corporate Session, Service of Recognition Commissioning and Ordination. CASE Alumni Engagement Metrics What Are They & How Do You Track Them?John Taylor, John H. Taylor Consulting, LLC, Elissa San Juan and CPP Student Interns, Cal Poly Pomona, Rodger Devine, Pomona CollegeJohn will begin the conversation by reviewing CASEs 3-year-old Alumni Engagement Metrics (AEM) survey and the types of information its tracking. Planning your next capital campaign will highlight the specifics, with readiness planning likely identifying the need for increased staff, technology, stewardship, marketing and more. Tips & Trends from Record-Breaking Giving DaysColleen Cook, Vinyl Marketing & Kristi Pease, University of Nebraska Foundation. With a year of this formal arrangement under our belts, Jeff will review the day-to-day of managing and motivating a remote Advancement Services shop, and Christiana will discuss the HR components. Laurent Lo de Janvry has been in higher education marketing and development for over a decade and is a perennially-popular speaker at the Meeting of the Minds. Bob Burdenski is an internationally-recognized annual and regular giving programs consultant for schools, colleges and universities. Tickets are currently $129 per attendee at the current early registration rate (but don't wait, the price is going up). Gizel Avina is Associate Director of Alumni Relations & Development at Claremont Graduate University. Annual Giving + Advancement Services conference, Feb 8-10 | Kellogg Conference Center | Cal Poly Pomona, Topics and speakers are unlikely to change, but they might. We're constructing the program with an emphasis on annual giving, advancement services, campaigns, digital, data and stewardship. Through CGP I have been able to build a network of professional contacts who have helped me learn the craft of planned giving and who have supported me as my career has developed. Mike is passionate about creating innovative giving solutions to simplify and personalize the donor experience as well as empowering fundraisers to create more cohesive digital endpoints to their fundraising strategies. Don't see the question you're looking for? Kathleen LaManna is the Director of Annual Giving at Mount Saint Marys University in Los Angeles, CA. Best practices for gift planning programs that are. She deeply believes that philanthropy means the love of human kind, and is proud to be a Bronco working towards student success. Leadership annual giving has been infused with a digital engagement set of strategies, solutions, tools and metrics. Stevens Creek Church. Give Conference 2023 - SecureGive September 11 - 12 The Raise Conference is attended by thousands of the top fundraisers in the nation. Grantmakers in Aging 2023 Annual Conference 17 Must-Attend Nonprofit Conferences Happening in 2023 IRS (and State) Sticky Wickets John Taylor, John H. Taylor Consulting, LLC and Wayne Combs, CHOCThis session will focus on the complex legal issues that can impact gift solicitation and gift acceptance by your organization. Prior to this role, Ray served as Director of University Relations Administration, overseeing special events, donor stewardship and worked closely with the Vice President of University Relations. This no-holds-barred experience is not for the faint of heart. It takes money to raise money, but how do you manage while youre in the middle of it? And then we will dive into areas of specific concern these days, including: Gifts-In-Kind, including the need to distinguish between related and unrelated-use gifts of property Cryptocurrency and NFTs Certain forms of planned gifts, including CGAs funded by property Gifts you should think twice about before accepting, like timeshares, life insurance, closely held stock, and certain bequests.Forum for Young Professionals in AdvancementKalyn Rose Miller, Pomona College, Gizel Avina, Drucker School of Management, Claremont Graduate University, and Panel TBATodays young professionals in advancement face a whole range of (often new) challenges. Prior to that he was the Director of Alumni & Development Records at Duke University for nearly 15 years. You can email the site owner to let them know you were blocked. She joined UNLV in 2018 as the Director of Prospect Research Services and Management. Rachel is the driving force behind scaling the data capture tactics used by Fundmetric. Whether you're a Senior Pastor, Executive Pastor, Finance Director, Church Administrator, or anyone else, Give Conference will provide valuable tools to build generosity, manage resources better, and fund the vision. How do issues like gender roles, work-life balance, and mentorship shape womens leadership. Areas of focus include benchmarking, project management, development administrative management, and board meeting support. The Missouri Annual Conference. Your IP: June 4: Annual Conference concludes at 4 PM. HOPE TO SEE YOU AGAIN (IN-PERSON) NEXT YEAR! Gloria Goosby. Prior to Cal Poly Pomona, Dan served the University of California Irvine, as Assistant Vice Chancellor for Development, overseeing the $1 billion Shaping the Future Campaign. Were approve for CFRE credits for AFP! A huge thank you to the diligent conference committee, the NCPGC Board of Directors, our esteemed speakers, and to the continuous support of all our sponsors! His systems have processed more than $160,000,000 from over 400,000 transactions. He has educated (and entertained) at presentations throughout North America, Europe, Asia, and Australia, including numerous CASE Europe Annual and Regular Giving Conferences and Masterclasses. As Stanfords inaugural Director of Next Generation Giving, she worked closely with individual donors and volunteers but also helped craft the Universitys vision for engaging its next great generation of philanthropists. Rachel Robertson is the Director of Annual Giving at the University of Utah. Description: NTEN's annual conferencethe NTCis devoted to using the best and newest technology for positive . Were going to have more than 30 sessions at this years MOTM Conference, so check back as we update the content. Conference calendar - Philanthropy News Digest (PND) Mariam is a proud cat mom to Charlie and Ginger, a diehard fan of the LA Galaxy and FC Barcelona teams and loves to read mystery books. An experienced Advancement professional, he has expertise in development, sales, management, and social entrepreneurship. As a sequel to Ray Watts session on An Introduction to (More-or-Less) Face-to-Face Fundraising, well have a forum on all things personal engagement and gift solicitation. DatesTuesday and Wednesday, March 28-29, 2023 with a pre-conference newcomers session and conference reception on Monday afternoon/evening, March 27th. He has spoken at hundreds of conferences across the country and received the CASE Crystal Apple Award for Outstanding Teaching. July 11, 2023 from 11:00am-4:30pm ET Then, shell introduce a group of CPP students who will present on the data collection solution they mapped for one CPP college. 2023 Annual Giving Campaign Thank you for considering a gift to the 2023 Annual Giving Campaign. The action you just performed triggered the security solution. Cultivation & Administration. Her responsibilities include oversight of all client-related activities, business operations and talent management. The in-person attendee rate is super-cheap - the early bird rate is just $249 per person. Three local television stations reported on the Church of the Brethren Public Witness for Gun Violence Prevention event help July 6. San Antonio (Mt. Pastors and Thought Leaders on Generosity. Ray received a bachelors degree in English literature from LMU and a masters degree in Business Administration from LMU with an emphasis in management. As leader of the Data & Analytics and Gift & Records Management teams, Jeff helps guide data collection strategies (and usage!) Sean Briner is currently the Director of Annual Giving at California State University San Marcos. Jess is a member of the Membership Committee and Chair of the Mentorship Sub-committee for the Association for Advancement Services Professionals (aasp), Vice President and Secretary for Southwestern Advancement Research Organization (SWARO), an Apra regional chapter, and a member of iWaves Advisory Council. Augusta, GA 30907. National Standards forGift Planning Success. Bob has held multiple high-performing Executive roles for respected organizations in the technology, education, and non-profit sectors, including Ellucian, Blackbaud, iModules, and HEPdata, and was a front-line fundraiser as Director of Development and Alumni Relations for the Hyde Schools and, as Chief Development officer for the VHC Medical Brigade. Before joining the Mount, Kathleen earned her MA in Art History at John Cabot University in Rome, Italy. 2023 Conference Overview; 2023 Monday Pre-Conference Newcomer Workshop & Reception; 2023 Tuesday Sessions & Reception; 2023 - Wednesday Sessions; 2023 Speakers and Moderators; 2023 Sponsors; Accommodations and Conference Venue; Lunch Options at UMBC; Shuttle Schedule for NEAGC; About NEAGC. Lo has presented at numerous regional, national, and international conferences, and consulted universities on the utilization of market research and data mining-modeling to enhance their marketing, development, and alumni relations programs. He is a proud alumnus of the UCLA School of Theater, Film and Television and received a more useful graduate degree in Educational Studies from LMU. in journalism from Ohio University. Loyola Marymount University and UNLV have also delivered similar successes. Stay in touch with conference attendees Review answers to frequently asked questions Artificial intelligence (AI) runs on data, and the necessity of data capture will see annual giving teams play lynchpin roles in their organizations. Join an executive-level conversation for those running annual giving programs at their institution. Direct mail is fundamental to building the donor pipeline, but with new channels in the mix it may be time to revisit your mail strategy. 2023 Wednesday, February 8th Session Schedule - Annual Giving Dedicated service standards remain a core advantage of Fundmetric, influenced by Rachels background in creating customer experiences and she is the creative vision behind the Fundmetric brand. Have begun or are considering developing a planned giving program in their organization. - Lamentations 3:22-23 NRSV. Data Collection, Maintenance, & Integrity FundamentalsDr. Click here to register or learn more. Join us for the in-person return of our industry-leading Global Conference in New York, June 13 -15, 2023. Augusta, GA. Stevens Creek Church. 2023 Conference Scholarship Application - Northern California Planned Ray manages the Development team at the College, and oversees all College philanthropic outreach efforts, working closely with Trustees, the President and the Vice President for Advancement to achieve organizational goals. Bill Lambert is the Executive Director of Development at Mt. The panel will also come prepared to discuss various topics, including gift dates, receipt requirements, gift processing metrics, copying/scanning requirements, and recurring giving issues, among others. 2023 Monday Pre-Conference Newcomer Workshop & Reception. A poem by Ruthann Knechel Johansen shared as part of the Bible study on the afternoon of July 7 at Annual Conference 2023 in Cincinnati, Ohio. Prior to Redlands, Ray spent 7 years at his alma mater, Loyola Marymount University of Los Angeles, spending the last 4 years as Director of Annual and Special Campaigns. San Antonio CollegeJoin a group of community college (and other small-shop) fundraisers for a discussion about fundraising with limited resources, important tools, shortcuts and hacks, outsourcing essentials, the particular community college case for support and prospect audiences. Come prepared to share experiences and learn strategies and tactics to make you a better development professional as you get on the road and work with donors one-on-one. The talk will dive into the unlikely marriage between AI and Annual Giving and the impact AI can have on all facets of your fundraising program. Location TBA, Tuesday, March 28th Conference opening session at 9:00 a.m. Conference sessions from 10 a.m.-4:00 p.m. Networking reception TBA. 2023 NWPGRT Keynote Speaker. Jessica and her team develop and provide advancement services solutions with the front-line fundraiser in mind. Mariam Khwajazada is the Director of Alumnae Relations and Volunteer Engagement at Mount Saint Marys University in Los Angeles, CA. He leads teams specializing in content, creative services, donor communications, and events. Performance & security by Cloudflare. It seems the longer we are in our jobs, the more the job changes from what we were first hired to do. In her current role, she works with the Office of Alumni Engagement in various alumni programs and events and the Office of Development & External Relations in engagement initiatives for all constituents and community members. Thirty young adults participated in activities during Annual Conference, with a particular focus on ice cream, faith, and friendships. Sara is the Vice President of Client Development at MCR, Inc. She is a philanthropic leader with a 20-year career serving educational and non-profit sectors with special focus on pipeline development. Annual Conference 2023 July 7 - News - brethren.org Laurie Ogg is the Director of Advancement Services and Stewardship at Sonoma State University, overseeing gift processing, prospect research, and database management. Shayna Long. Our program includes sessions for beginners and experienced gift planners alike. San Antonio College. Acquisition (Webinar) July 27, 2023 from 1:00pm-2:30pm ET. Be Mindful: All The Sessions You Don't Want To Miss. Come and see a collection of recurring giving strategies for promoting, stewarding, recognizing and sustaining a recurring donor base. Jennifer Garcia-Do is the Associate Vice President, Foundation Finance at Childrens Hospital Los Angeles (CHLA). 1:00-2:00 p.m. He resides in Durham, NC, with his wife and children. August 9, 2023 from 1:00pm-2:30pm ET Ukraine war latest: Kyiv makes cluster bombs pledge; Wagner fighters The annual conference has been the cornerstone of NACCDO since its inception. If youd like to submit your sessions for credit you can download the the conference point-tracker score sheet here. The action you just performed triggered the security solution. We will begin by asking the audience to list the gift processing issues rearing their ugly heads in day-to-day gift processing. Additionally, Perry serves as a donor advisor, helping donors hone in on their giving priorities and developing their individual philanthropic strategies. It is imperative that we approach data with strategy to ensure we are meeting our organizational goals. Jennifer Keeney Scarr shares dramatic retellings of Bible stories at the July 6, 2023 Brethren Press/Messenger dinner. Insurance Industry Charitable Foundation Launches 2023 Step Up Challenge: Annual challenge . We will also What advice would your senior colleagues tell you if they had the opportunity? At the Mount, she is working to increase alumnae and volunteer engagement, promote alumnae outcomes, strengthen partnerships with campus partners to assist with young alumnae engagement, and broaden regional engagement efforts. Mark collaborates with development stakeholders in this role to plan, facilitate, and accomplish strategically identified cross-functional projects and process improvements. Click here to register or learn more, Regional Strategies (Webinar) He offers his non-profit fundraising clients nearly 20 years of experience embedded in marketing and print strategies that yield results. In this interactive presentation, we will look at strategies for HNW wealth transfer events, influencers of these wealth transfer plans and dive into the roles of advisors and gift planners. 3. The Northeast Annual Giving Conference - annual conference for What skills are you looking for in your team members, and where do you find them? He is a prolific writer and published author, often appearing inCURRENTS Magazine, the member magazine of the Council for the Advancement and the Support of Education (CASE). Before coming to work at her alma mater in 2022, Noelle worked at a marketing agency and in various industries as a digital marketing and social media strategist. In his spare time, Rodger speaks at various conferences, teaches machine learning workshops and volunteers in data projects that benefit non-profits such as theA2 Data Dive. in support of LMUs comprehensive campaign. ), and a charge from above to put the new tools to use in finding our best prospects. Location: Denver, CO (Hybrid) Website: https://www.nten.org/gather/ntc. What are some smart strategies for teaching students about philanthropy in ways they will reflect as generous alumni? Learn More. His diverse background involves strategic innovation and change in the private and non-profit sectors and across numerous industries, including health care, tech, design, and higher education. Bob is the author of three CASE books: Innovations in Annual Giving: Ten Departures That Worked, which presents ten U.S. case histories of advanced annual giving strategies; More Innovations in Annual Giving, Ten Global Departures That Worked, which features case histories from institutions around the world; and a new CASE book, Online . The Meeting will gather over 1,500 global leaders from business, government, civil society, international organizations as well as from among innovators and academics, at a crucial time for the global economic recovery. In this session, well show you how applying classic principles of persuasion science to your everyday fundraising challenges can dramatically improve donor engagement and move the needle on dollars raised. Wednesday, March 29th Day 2 of conference; Conference sessions from 9 a.m. to 1:00 p.m. Heres a Downloadable PDF of the Conference Schedule. the Conference on Charitable Giving will feature distinguished speakers and panelists presenting a variety of topics of interest to legal and financial advisors as well as philanthropic professionals in the field of charitable gift and estate planning. Elissa brings a wealth of experience in data analytics, quality improvement, strategic consulting, cross-functional team leadership, and policy and procedure development from past careers in education and health care. Use the RSVP links for the sessions you'd like to attend if: 1) You were registered for the 2020 conference, or 2) You work at the same institution with someone who registered in 2020, or Ray received CFRE (Certified Fund Raising Executive) certification in 1999, CSPG (Certified Specialist in Planned Giving) certification in 2014 and has presented at multiple conferences on varying topics relating to development and management. In the office or remote? Matt Sulzer is the Vice President of Sales and Marketing for MCR, Inc. Erin studied economics at Miramar College, San Diego. Kristi Pease is the Senior Director of Annual Campaign Operations at the University of Nebraska Foundation. . Giving Days are a tried and true way to engage and acquire donors, especially when it comes to young alumni. July 27, 2023 from 1:00pm-2:30pm ET SAC) College. Annual Conference - NWPGRT She began her career in advancement as a phonathon caller at her alma mater, Scripps College in Claremont, and has worked in the field ever since. Women in Leadership in AdvancementKalyn Rose Miller, Pomona College, Gizel Avina, Drucker School of Management, Claremont Graduate University, and Panel TBAWomen make up the majority of nonprofit employees, yet they are underrepresented in leadership positions across nonprofit organizations. For a special Give Conference rate, reserve your room here. Annual Giving Workshop | CASE Get in touch with anyone on the committee. Both will share their experiences as once-upon-a-time-fully-in-person-and-now-fully-remote staff members, including the benefits and challenges of LMUs new normal.Student Philanthropy ProgramsCatherine Quirk-Hanneke, CFRE, Cal Poly PomonaWe often invest nothing in teaching a philanthropic culture to our students, and yet were surprised when they dont respond as donors after they graduate. Dr. Martin serves as a member of the programming committee for the Association for Advancement Services Professionals (aasp) and is the Vice Chair of the planning committee for the Case DRIVE conference. growing, pipeline-focused and sustained over time. Gizel Avina is associate director of alumni relations & development at Claremont Graduate University. 62.193.39.3 The new normal for annual giving is a team-centered approach with a group of individuals who have personal prospect portfolios and expectations of much more face-to-face identification, cultivation and solicitation work. in Mass Communications and Socio-Political Change from Vanderbilt University, and a Certificate in Nonprofit Management from Duke University. Her specialties include campaign fundraising, annual giving, peer-to-peer, digital philanthropy, and communications. Previously, as the Director of Strategic and Direct Marketing Services at UC Berkeley, he grew the universitys annual giving department to provide direct response marketing, market research, and data mining-modeling services campus-wide. His portfolio includes all units related to fundraising, strategic communications, alumni and parent programs, and campus events. He is a communications and marketing expert who guides the Foundations brand and engagement strategy. John has also served as Vice President for Research and Data Services at CASE a position he held from its inception in late 2002. Jessica Pfahler is the Director Of Annual Giving at University of Redlands. Fundamentals. This website is using a security service to protect itself from online attacks. Outside of her professional life, Rachel is practicing Yogi and passionate about the arts. Columbia, SC (CAE) is 1 hour away, and Atlanta (ATL) and Charlotte (CLT) are about 2.5 hours away. Register today! Raymond W. Watts, CSPG, is Associate Vice President for Development at Claremont McKenna College. Ideal for newbies (or you oldbies in need of a refresh) and also get some ideas for maximizing your Minds conference experience in Pomona. Your IP: She has over 20 years of additional experience in a broad range of organizations, including Hospitality, Non-Profit, Marketing, and Entertainment. Over the years, attendees have had the opportunity to learn from a wide variety of experts and leading minds, including: Shayna.Long@uncc.edu. Click to reveal Photos and video clips from the Intercultural Luncheon sponsored by Discipleship and Leadership Formation at Annual Conference 2023. Reunion Giving (Workshop) July 20, 2023 from 11:30am-3:30pm ET. He also serves as the chief executive officer for the Cal Poly Pomona Philanthropic Foundation. We will share stories and tools to determine what, how, and when to benchmark (and when not to). Learn about the journeys, teamwork, analysis, and leadership that resulted in a strategic and comprehensive implementation plan for identifying, engaging, and cultivating new prospects. Philip also chairs the University Advancement DEI committee. 2023 Conference Committee. Workshop: Reunion Giving July 20, 2023. Jessica serves as the president of the Association for Advancement Services Professionals (aasp). In her current role, she leads the family engagement efforts for Pomona College. This track focuses on donor relationships, working with professional advisors, and gift and estate management and administration. Since 2002, Bob has served as the moderator of FundList, the largest fundraising e-mail discussion listserv in the world, with thousands of development professional subscribers. And while our primary focus continues to be on traditional advancement services functions, we now must find time to add additional duties to our plates some requiring just as much, if not more, time and attention. Learn what strategies they used, their measures of success, and their results. In this session Kristi Pease, Senior Director, Marketing and Annual Campaign Operations and Director of Annual Campaigns at University of Nebraska Lincoln and Colleen Cook, Director of Operations at Vinyl Marketing break down the strategies and tactics to make your Day of Giving a smashing success.To Benchmark or Not to Benchmark? Prior to launching Rad Philanthropy, Perry spent the last 15+ years working in annual giving and alumni relations at Scripps College, Emerson College, Caltech, Harvey Mudd College, and got her start at her alma mater, UC Santa Cruz. When you register, just let us know what accommodations need to be made. Join a panel for some insights, advice and therapy!Fundraising BS: Leveraging Behavioral Science to Drive Donor Conversion RatesFelicity Meu, GiveCampusMaking it easier for donors to give may just be the most effective strategy in the savvy fundraisers toolkitand weve got the conversion metrics (and science!) Non-Traditional Roles of Advancement Services Managers Philip Garland, University of San Diego, Laurie Ogg, Sonoma State University, Shalonda Martin, Pomona College, John Taylor, John H. Taylor Consulting, LLC.
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