Below is the Conference schedule by date.
For the schedule by track, please click here.
For the overview schedule, please click here.
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Monday, September 21
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Time
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Track
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Title
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9:15 a.m.-10:45 a.m.
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Direct Marketing
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Getting the Second Gift: First Year Donor Conversion Tactics
Event/Track:
Direct Marketing
Audience:
Intermediate
Description:
Once you've acquired a first-time gift, you have a critical window of opportunity to turn that donor into a long-term supporter of your mission. Seize the opportunity and convert your one-timers to long-timers.
At the end of this session, you will:
Have new strategies to move your one-time donor to a second-time donor.
Less...
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9:15 a.m.-10:45 a.m.
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Emerging Markets
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Targeting Non-traditional Donors
Event/Track:
Emerging Markets
Audience:
All levels
Description:
The face of yesterday's donors is much different than the face of tomorrow's. Learn how to reach two non-traditional segments- the younger donor and the non-Catholic donor- to broaden your market.
At the end of this session, you will:
Identify two new markets and learn techniques for engaging younger and non-Catholic donors.
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9:15 a.m.-10:45 a.m.
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Fundamentals
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Fundamentals of Fundraising
Event/Track:
Fundamentals
Audience:
Beginner
Description:
If terms like ROI and BRE leave you SOL, this session will help. Learn the basics of the fundraising process, along with the terminology that will help you further your understanding.
At the end of this session, you will:
Have a basic understanding of the fundraising process and terminology.
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9:15 a.m.-10:45 a.m.
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Leadership Development
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Managing Your Development Office in Leaner Times
Event/Track:
Leadership Development
Audience:
Executives
Description:
Leaner times demand more of managers. Making tough decisions properly, protecting your budget wisely, managing change smoothly, and getting good organization culture are essential for continued development success. Know how to seek out opportunities uncovered by the crisis.
At the end of this session, you will:
Understand what to keep and what to change and know how best to manage the change needed.
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9:15 a.m.-10:45 a.m.
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Major Gifts
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Connecting the Dots: Moving from Direct Response to Major Gifts
Event/Track:
Major Gifts
Audience:
All levels
Description:
Too often, the leap between direct marketing and major gifts seems overwhelming. At the session, participants will have the opportunity to listen to the voices of experience from Mercy Home for Boys and Girls, an organization who has mastered the art of making this critical fundraising transition.
At the end of this session, you will:
Know how you can use one organization's experience to guide your own leap from direct marketing to major gifts.
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9:15 a.m.-10:45 a.m.
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Parishes
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Introduction to Development for Parishes (Part 1 of 2)
Event/Track:
Parishes
Audience:
Description:
The parish environment poses its own opportunities and challenges for fundraisers. This session will address what makes fundraising in a parish unique. Learn how to work with pastors and parishioners, how to talk about fundraising and most importantly, how to raise funds within the parish environment.
At the end of this session, you will:
Have strategies for raising funds within a parish environment.
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9:15 a.m.-10:45 a.m.
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Planned Giving
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How to Market to and Approach Various Generations for Planned Giving
Event/Track:
Planned Giving
Audience:
Intermediate/Advanced
Description:
As with all other fundraising techniques, learning generational differences is essential in planned giving. This session will explore strategies and gift plans targeting different age groups.
At the end of this session, you will:
Understand the difference between generations, their giving patterns and how to translate these differences to planned giving.
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9:15 a.m.-10:45 a.m.
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Schools
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Mining the Gold: Investing in Your Alumni
Event/Track:
Schools
Audience:
Description:
One of the best investments a school can make is in the attention it gives to one of its most precious resources: its alumni. Providing alumni with networking opportunities, continuing education options and advising and reunion services are just a few of the ways to develop those close relationships with graduates that will make them more likely to then invest in the school through an annual fund or other gift. This session will examine these and other alumni services and provide ideas on how to integrate them into the cultivation and solicitation process.
At the end of this session, you will:
Have ideas for succesfully integrating alumni into the cultivation and solicitation process.
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9:15 a.m.-10:45 a.m.
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Supplemental
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Building Relationships with Foundations
Event/Track:
Supplemental
Audience:
All levels
Description:
Maintaining successful relationships with foundations and corporations can be key in your fundraising program. Hear from an organization that has benefited from their relationship with a foundation, as well as a representative from a foundation. Learn how to successfully apply for (and get!) grants.
At the end of this session, you will:
Have some key tips for successful grantmaking.
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11:30 a.m.-12:30 p.m.
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Direct Marketing
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You Have Direct Mail Donors, Now What?
Event/Track:
Direct Marketing
Audience:
Intermediate
Description:
Come hear how other organizations expanded to online, telemarketing, monthly giving and/or donor clubs. This session will help you determine when it's time to move beyond direct mail and how to enhance donor relationships and revenue.
At the end of this session, you will:
Know when and how to incorporate additional direct response programs.
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11:30 a.m.-12:30 p.m.
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Emerging Markets
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Strategies and Tactics for Reaching Hispanics Online
Event/Track:
Emerging Markets
Audience:
All levels
Description:
[Description from Lee?]
At the end of this session, you will:
[From Lee?]
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11:30 a.m.-12:30 p.m.
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Fundamentals
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Direct Marketing 101
Event/Track:
Fundamentals
Audience:
Beginner
Description:
Using direct mail to communicate your mission will help build relationships while gathering needed support. In this session, learn fundamental and effective direct mail techniques, including using list brokers, list exchanges, basic copy and design priciples and the importance of acquisition.
At the end of this session, you will:
Have a basic understanding of the direct mail process
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11:30 a.m.-12:30 p.m.
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Leadership Development
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Successful Management Practices for the Ministry of Fundraising
Event/Track:
Leadership Development
Audience:
Executives
Description:
Successful corporations depend on every employee understanding the mission of the company and successful management policies; Nonprofits are no different. Learn how to incorporate best business practices AND the mission into the daily operation of your organization so that every employee is accountable and committed to what they do.
At the end of this session, you will:
Identify tactics you, as an executive, can incoporate into your office to promote best practice and commitment to mission.
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11:30 a.m.-12:30 p.m.
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Major Gifts
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Women's Gift Planning Expectations
Event/Track:
Major Gifts
Audience:
All levels
Description:
What makes the female major donor different from the male major donor? Expectations are often different between the two, and it is crucial for you to know the difference.
At the end of this session, you will:
Understand the difference of female donors' expectations and how to best meet those expectations.
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11:30 a.m.-12:30 p.m.
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Parishes
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Introduction to Development for Parishes (Part 2 of 2)
Event/Track:
Parishes
Audience:
Description:
The parish environment poses its own opportunities and challenges for fundraisers. This session will address what makes fundraising in a parish unique. Learn how to work with pastors and parishioners, how to talk about fundraising and most importantly, how to raise funds within the parish environment.
At the end of this session, you will:
Have strategies for raising funds within a parish environment.
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11:30 a.m.-12:30 p.m.
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Planned Giving
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State Annuity Registration Process
Event/Track:
Planned Giving
Audience:
Intermediate
Description:
The planned giving registration process can get increasingly complicated. Learn more about this required process to assure your program is legal.
At the end of this session, you will:
Know the regulations for various states and how to assure your compliance.
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11:30 a.m.-12:30 p.m.
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Schools
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It Wasn’t Raining When Noah Built the Ark: The Importance of Practical Planning
Event/Track:
Schools
Audience:
Description:
Long range plans. Strategic plans. Financial plans. Master building plans. Development plans. Curriculum plans. It seems that schools are continually in a planning mode and frustrations often mount when these plans seem to simply end up gathering dust. This session will deal with integrating a school’s existing plans, assessing and filling any omissions in them, and then developing action plans that will ensure that one more binder is not just added to the shelf but rather real change is realized.
At the end of this session, you will:
Know how to best integrate and assess a school’s existing plans and develop appropriate action plans.
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11:30 a.m.-12:30 p.m.
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Supplemental
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Greening Your Fundraising Office
Event/Track:
Supplemental
Audience:
All levels
Description:
"Going green" is not just a passing fad; it's a necessity for the future. Find out how your office can be better stewards of our earth and possibly save some money at the same time!
At the end of this session, you will:
Have strategies for immediate and long term "greening" of your office
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2:30 p.m.-3:30 p.m.
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Direct Marketing
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Best Practices of Data Mining and Modeling
Event/Track:
Direct Marketing
Audience:
Intermediate/Advanced
Description:
Exploring your own donor data can help you customize what each donor receives from your organization. This session will address the latest techniques for mining data and segmenting house files to maximize results.
At the end of this session, you will:
Know the latest techniques for mining data and segmenting your house file
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2:30 p.m.-3:30 p.m.
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Emerging Markets
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Introduction to Social Networking
Event/Track:
Emerging Markets
Audience:
All levels
Description:
If you haven't yet discovered how Facebook, MySpace, Twitter and other social networking sites can further your fundraising efforts (or if you aren't even sure what social networking is), this session will put you in the know! It will address the fundamentals of social networking and provide you with tools to start networking.
At the end of this session, you will:
Know why social networking is essential for continued fundraising success and how to use it to further your mission
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2:30 p.m.-3:30 p.m.
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Fundamentals
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Creatively Connecting with Your Donors
Event/Track:
Fundamentals
Audience:
Beginner
Description:
Fundraising is more than dollars and cents: it's about creatively telling your story and connecting with those who believe in what you do. Think out of the box in this unique session to come up with new ways to connect with your supporters.
At the end of this session, you will:
Have a list of creative strategies you can use immediately in your office to connect with donors.
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2:30 p.m.-3:30 p.m.
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Leadership Development
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Legal Issues Facing Development Offices
Event/Track:
Leadership Development
Audience:
Executives
Description:
With increased scrutiny of the nonprofit sector, laws are in a constant state of flux. Learn what issues are currently facing fundraisers and how they impact your organization and fundraising efforts.
At the end of this session, you will:
Understand the pressing legal issues facing fundraisers and their impact on your office.
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2:30 p.m.-3:30 p.m.
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Major Gifts
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Major Gifts Asks When There is No Capital Campaign
Event/Track:
Major Gifts
Audience:
Beginner/Intermediate
Description:
So often, major gifts are tied to a specific campaign. But when the campaign is over, or there is no campaign in the near future, how can you solicit major gifts? This session will provide guidance on establishing and maintaining a regular major gifts program.
At the end of this session, you will:
Know the essentials for cultivating major gifts on a regular basis.
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2:30 p.m.-3:30 p.m.
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Parishes
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Strategic Planning for Successful Catholic Parish Fundraising
Event/Track:
Parishes
Audience:
Description:
Creating and executing a strategic plan is essential for parishes to set direction and prepare for the future. This session will include specific strategies for parishes to create their own strategic plan and stick to it!
At the end of this session, you will:
Understand the importance of having a strategic plan and have strategies for creation and adherence.
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2:30 p.m.-3:30 p.m.
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Planned Giving
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Managing and Administration of a Planned Giving Program
Event/Track:
Planned Giving
Audience:
All levels
Description:
Learn the essentials to maintaining a successful planned giving program. This session will include information on planned giving audits, policies, and integration of planned giving into a development program.
At the end of this session, you will:
Know the best practices of planned giving.
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2:30 p.m.-3:30 p.m.
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Schools
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The Jack (or Jill) of All Trades: The High School Development Director
Event/Track:
Schools
Audience:
Description:
The one person development office is often the rule rather than the exception in Catholic high schools. Pulled in ten different directions, all of them important, development directors struggle to prioritize tasks and to work smarter. This session assists directors and administrators in creating workable development plans that maximize the use of board members, other volunteers, technology and support staff. Also discussed are networking and affinity groups that can be created among high schools in a geographic area.
At the end of this session, you will:
Have strategies for operating a one person school development office.
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2:30 p.m.-3:30 p.m.
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Supplemental
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Mythbusting! Debunking Top Urban Legends of the Fundraising World
Event/Track:
Supplemental
Audience:
All levels
Description:
Do you ever wonder if there statements like "That never works" or "All donors like to…" are true? This session will take some of the top misperceptions in the fundraising field and bring the truth to light.
At the end of this session, you will:
Know the reality behind some misperceptions in the fundraising field.
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2:30 p.m.-3:30 p.m.
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Supplemental
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Contractually Yours: Best Practice for
Event/Track:
Supplemental
Audience:
All levels
Description:
NEEDED
At the end of this session, you will:
Know the latest techniques for mining data and segmenting your house file
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Tuesday, September 22
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Time
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Track
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Title
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10:15 a.m.- 11:15 a.m.
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Direct Marketing
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Direct Marketing to the Changing Catholic Community
Event/Track:
Direct Marketing
Audience:
All levels
Description:
Today's (and more importantly tomorrow's) Catholic is a changing face. With a younger, more diverse market, yesterday's direct marketing approaches may no longer work.
At the end of this session, you will:
Understand how the Catholic community is changing; Know how to use direct marketing to connect with the changing community
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10:15 a.m.- 11:15 a.m.
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Emerging Markets
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eAcquisition: Finding New Donors Through New Media
Event/Track:
Emerging Markets
Audience:
Intermediate/Advanced
Description:
Using electronic media to connect with current donors is one thing; but how can you find NEW donors using e-mail and the web? This session will outline specific techniques for acquiring new donors using new media.
At the end of this session, you will:
Know how to use SEO, registration, backend premiums and PURLs to acquire new donors.
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10:15 a.m.- 11:15 a.m.
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Fundamentals
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Fundamental Best Practices: Finance and Development Together
Event/Track:
Fundamentals
Audience:
Beginner
Description:
While fundraising can seem as simple as asking for a dollar, there are a number of essential practices your office must employ. Financial, legal and internal procedures are all essential, both to be successful and to be legal!
At the end of this session, you will:
Know which policies and procedures are a must-have in your fundraising office.
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10:15 a.m.- 11:15 a.m.
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Leadership Development
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Small Shop vs. Large Shop: Being a Leader in Any Size Office
Event/Track:
Leadership Development
Audience:
Executives
Description:
Good leadership is essential in any size operation. Learn how you can apply principles of good leadership to your organization, regardless of size. Develop your own personal leadership vision.
At the end of this session, you will:
Know how good leadership principles can be applied to an organization your size, how to move from strategic planning to effective implementation, and how to build organizational capacity.
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10:15 a.m.- 11:15 a.m.
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Leadership Development
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Care and Feeding of a Creative Office Environment
Event/Track:
Leadership Development
Audience:
Executives
Description:
Every office requires the proper care and feeding to foster a creative, growing environment. Your leadership sets the tone for your office: discover how you can create an environment conducive to growth and prosperity!
At the end of this session, you will:
Have strategies for fostering a creative office environment.
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10:15 a.m.- 11:15 a.m.
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Major Gifts
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How to Ask: First Hand Solicitation Techniques
Event/Track:
Major Gifts
Audience:
Intermediate/Advanced
Description:
At the end of this session, you will:
Have first-hand strategies for asking for major gifts.
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10:15 a.m.- 11:15 a.m.
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Parishes
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Communications for Parishes and Schools
Event/Track:
Parishes
Audience:
All levels
Description:
[Cross-listed with Schools] While many of a parish’s or school’s supporters will be locally based, that doesn’t eliminate the importance of communication. In fact, communication is key to successful fundraising. Learn how to best communicate with your parish and schools’ constituents.
At the end of this session, you will:
Understand the importance of communication in the fundraising process and know specific techniques for optimal communication.
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10:15 a.m.- 11:15 a.m.
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Planned Giving
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Making Planned Giving Work for You
Event/Track:
Planned Giving
Audience:
Intermediate/Advanced
Description:
This session will reveal the number-one myth about planned gifts and give five specific suggestions for marketing your planned giving program.
At the end of this session, you will:
Know the definition of "the ultimate gift" and have a plan to steer your prospects toward theirs.
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10:15 a.m.- 11:15 a.m.
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Supplemental
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Sticky Ideas (repeated at 2:15)
Event/Track:
Supplemental
Audience:
All levels
Description:
Find out how to make your fundraising messages powerful and passionate. Hear Bernard Ross explore the ideas in the Heath Brothers’ book Sticky Ideas. Ross takes the SUCCESS formula and gives it his own unique twist - making all the ideas and principles relevant to a non-profit setting. Find out how a brick became the most powerful fundraising message in South America and how you can learn from Picasso in your fundraising.
At the end of this session, you will:
Know what makes urban myths so powerful and why they have such resonance - as well as showing how to craft a simple but truthful story from a complex reality.
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10:15 a.m.- 11:15 a.m.
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Supplemental
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Taking the Cold Out of Calling: Using the Phone for Donor Cultivation
Event/Track:
Supplemental
Audience:
All levels
Description:
Fundraisers often consider the phone for "cold calling" solicitation, but are you utilizing this simple tool for every day donor cultivation? This session will highly some strategies for how you can use the phone in every day situations to maintain relationships with your donors.
At the end of this session, you will:
Have strategies for using the phone in situations other than cold calling.
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10:15 a.m.- 11:15 a.m.
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Supplemental
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Sticky Ideas (repeated at 2:15)
Event/Track:
Supplemental
Audience:
All levels
Description:
Find out how to make your fundraising messages powerful and passionate. Hear Bernard Ross explore the ideas in the Heath Brothers’ book Sticky Ideas. Ross takes the SUCCESS formula and gives it his own unique twist - making all the ideas and principles relevant to a non-profit setting. Find out how a brick became the most powerful fundraising message in South America and how you can learn from Picasso in your fundraising.
At the end of this session, you will:
Know what makes urban myths so powerful and why they have such resonance - as well as showing how to craft a simple but truthful story from a complex reality.
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2:15 p.m.-3:15 p.m.
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Direct Marketing
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Adventures in Testing
Event/Track:
Direct Marketing
Audience:
Intermediate/Advanced
Description:
Witness the stories of fundraisers who ventured into the wilderness of unproven fundraising approaches. They'll share their successes and failures as indicated through tests of different appeals.
At the end of this session, you will:
Understand how testing can benefit your direct marketing program
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2:15 p.m.-3:15 p.m.
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Emerging Markets
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From Snails to PURLS – Integration of Multi-channel Fundraising
Event/Track:
Emerging Markets
Audience:
All levels
Description:
Using e-mail, the web and other new outlets shouldn't replace traditional fundraising techniques. Learn from nonprofit organizations that have integrated planned and major giving, direct marketing, the web, e-mail and other techniques to successfully cultivate donors through a multi-channel approach.
At the end of this session, you will:
Understand how to incorporate multimedia channeling into your fundraising program.
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2:15 p.m.-3:15 p.m.
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Fundamentals
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Ask and You Shall Receive
Event/Track:
Fundamentals
Audience:
Beginner/Intermediate
Description:
For many, the hardest part of asking for a gift is the ask. This session will share first-hand solicitation techniques and give you the confidence you need to ask for your next big gift.
At the end of this session, you will:
Know several solicitation techniques you can use immediately.
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2:15 p.m.-3:15 p.m.
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Major Gifts
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You Can Do it Too: Major Gifts in a Small Shop
Event/Track:
Major Gifts
Audience:
Beginner/Intermediate
Description:
Major gifts are not just for the big shops! Small fundraising office are finding success in establishing major gifts programs and moving their current donors to a higher giving level. Find out how!
At the end of this session, you will:
Know how your small office can incorporate major gifts into your fundraising program.
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2:15 p.m.-3:15 p.m.
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Planned Giving
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Planned Giving and Capital Campaigns
Event/Track:
Planned Giving
Audience:
Intermediate/Advanced
Description:
Both capital campaigns and planned giving ask for an intense committment from your donors. How can you further this relationship with the donor to translate from one type of gift to the other? It's as easy as listening, taking notes, and using the charity’s resources to develop ideas that will add value to the donor’s planning.
At the end of this session, you will:
Know how to incorporate planned giving and capital campaigns
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2:15 p.m.-3:15 p.m.
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Supplemental
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Beyond Your Signature Event: Converting Special Event Participants into Long-Term Supporters
Event/Track:
Supplemental
Audience:
All levels
Description:
Special events can be successful friend and fund raisers, but they are also a key opportunity to acquire long-term supporters. Find out how you can use your event to promote your mission and acquire long-term donors.
At the end of this session, you will:
Know how to segue event participants into long-term donors.
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