Learn about refreshing, renewing, and reconnecting in the context of major gift fundraising in this session by Bob Carter, Chair and Founder of Carter, Advancing Philanthropy Worldwide. Join Bob as he discusses what cases for support need to look like today, what mega- and major gift donors look for, why you might consider campaigns, and the four Ps that describe the best major gift fundraisers! Attendees will leave the session excited and prepared to reconnect with their next prospects in proven ways.
Bob Carter is one of the world’s most respected, experienced, and recognized experts in the areas of institutional strategy and philanthropy. During the past four decades, Bob has strengthened a variety of organizations throughout the world by helping them overcome challenges and capitalize on opportunities to be successful. Bob established Bob Carter Companies in 2011 and currently serves as the Chairman under the new Carter brand. Prior to forming Bob Carter Companies, Bob spent three years as a Senior Advisor for Changing Our World and Omnicom Nonprofit Group. Before this, he spent 26 years with Ketchum, one of America’s largest fundraising consulting companies. In his last 15 years with Ketchum, Bob was the President & CEO. Bob is currently serving as a member of the Board of the World Health Organization (WHO) Foundation, Bridge Philanthropic Consulting, and the African American Development Officers (AADO) Network, where he is a founding board member. Bob is Chair Emeritus of the Association of Fundraising Professionals (AFP) International Board of Directors.
Pandemic. Supply chain crisis. Social justice protests. Global conflict. Inflation and economic instability. Political unrest. The great resignation. Never before in our lifetime has the need for effective leadership been so critical. Achieving mission impact starts with leaders who are willing to think and act differently. In this session we'll address some of the biggest challenges facing nonprofit leaders today and provide the tools and insights necessary for leaders to show up well every day and equip their teams for success.
Andrew's personal mission is to help leaders increase mission impact by developing healthy cultures that accelerate revenue growth. Throughout his career, he is proud to have helped worthy causes raise over half a billion dollars to change the world. He is a business leader with a passion to serve others, and to enable them to solve our world's most pressing problems. From serving on numerous nonprofit boards, advising a start-up at the intersection of tech and philanthropy, to running a major division in a Fortune 500 advertising holding company and now leading a service firm, he is convinced that what matters more than anything is the quality and diversity of talent around the table. Talent, not strategy, sets the trajectory for your growth. He is a two-time best-selling author (check his books at andrewolsen.net), and the host of a top-ranked nonprofit leadership podcast.
The session will provide an overview of the major planned giving options that are available to donors. It will also educate attendees on how these types of strategies should be shared with the charity's governing body to increase planned giving discussions with potential donors.
Douglas DeNardo is a partner at Galanter Tomosovich in the Estates, Trusts and Taxation Department. He represents individuals, professionals, and owners of closely-held businesses and professional corporations and associations, working with them to develop strategies to meet their wealth transfer goals both from a tax perspective and non-tax perspective. Doug also counsels professionals and business owners on comprehensive asset protection planning strategies, including domestic asset protection trusts. With the recent boom in shale gas exploration, Doug has been assisting landowners in estate and income tax planning for lease bonuses and royalty payments with a particular emphasis on multigenerational planning. In addition, he represents charitable organizations (public charities and private foundations) in all facets, from formation to development efforts.
The hiring and job seeking landscape is rapidly shifting with a change in demographics, our thinking about the role of work in our lives and the role equity plays in creating healthy culture. Creating equitable work environments starts with the hiring process. In this session, we will look through the lens of equity to identify strong practices to utilize as a person seeking a new professional opportunity as well as for those that are in positions to hire.
President and Owner of Nonprofit Talent, the Pittsburgh region’s leading nonprofit executive search firm, Michelle Pagano Heck works with the social sector to improve the capacity of organizations through transition management and executive recruitment. Mission-driven, Michelle listens to the needs of clients and works as a partner with organizations to fulfill their vision. Prior to launching Nonprofit Talent in 2013, Michelle was Senior Consultant with Dewey & Kaye. Previously, Michelle worked as the Executive Director of WQEDfm, Community Relations Director of WQED Multimedia, Director of Development for the Children’s Home, Director of Corporate Relations for the American Cancer Society, and various other positions of leadership in the nonprofit community. In addition to her background as a strategy consultant and talent recruiter, Michelle was the Assistant Director of Admissions for Allegheny College in Pennsylvania and a school counselor at St. Andrew’s School in Florida. A 2019 Pittsburgh Women of Influence Award recipient Michelle serves as an Alumni Board member of The College of Wooster, and is on the Board of Directors of the Pennsylvania Association of Nonprofit Organizations (PANO). She is a 2021 “Women & Business” honoree of Pittsburgh Magazine. She is a guest lecturer at The University of Pittsburgh, Carnegie Mellon and various associations and organizati
As remote work, digital and video communications and AI become the norm, fundraisers who embrace technology to build donor relationships will be more successful. Relying on the "old" ways of raising money from individual donors will not be effective in the post-pandemic world. In this interactive session, we will look at how to interpret best practices for major and planned gift work in the new virtual world.
As Principal with Advancement Advisors, Maureen Mahoney Hill, helps to build fundraising capacity for nonprofit clients. Her practice focuses on board training and development, staff and board coaching, planning and strategy development for major and planned gifts, fundraising plans, audits, and feasibility studies. A long-time CFRE, Maureen has achieved the status of Master Trainer with AFP. Prior to launching Advancement Advisors, Maureen held positions with a variety of organizations including The Children's Institute, The Pittsburgh Foundation, Pennsylvania State University and Women's Center & Shelter of Greater Pittsburgh. Since joining Advancement Advisors in 2021, Deb Desjardins has focused her practice on coaching fundraisers, campaign strategy, planning and management, and interim management services to ensure stability and continued growth during staff transitions. A seasoned leader with 30 years of fundraising experience, Deb has worked with a variety of organizations, from small community nonprofits to large, complex health and education institutions. In her most recent position, Deb served as the executive director of university initiatives at Carnegie Mellon University. While there Deb's team built fundraising strategies from the ground up, raising more than $20 million collectively
To provide perspectives of how planned giving life income gifts and donor advised funds could benefit donors financially. This will be an interaction session that welcomes the sharing of experiences amongst the audience.
Colin Connolly is a Planned Giving Investment Specialist for PNC Institutional Asset Management. He coordinates the delivery of investment solutions for planned giving client portfolios, including charitable gift annuities, charitable remainder trusts, donor advised funds, and pooled income funds. Colin has been advising charitable institutional (including planned giving) clients at PNC since 2008, and joined the PNC Planned Giving Group in 2014. Prior to PNC, Colin was in investment advisory for high net worth clients at UBS and Merrill Lynch collectively for twelve years.
During this session we will discuss challenges and opportunities related to generational communication within our organizations. We will attempt to answer the question "why is communicating so difficult across generations?" and then spend time troubleshooting ways to bridge the communication gap. This session will be interactive.
Dr. Stephanie Adam, D.B.A., SHRM-SCP, is the MBA Program Coordinator and an Associate Professor of Human Resource Management at Pennsylvania Western University - California campus. Dr. Adam has worked in higher education full-time since the fall of 2016. Prior to that, she spent nearly 8 years working full-time as an HR practitioner for a small manufacturing company. Her current research interests are: innovative MBA design, HR data and its uses, and women's leadership in higher education. She lives in Clinton, PA with her husband and son.
There are so many ways to communicate with donors now - how do you determine which is best for your annual appeal? In this session, we will define donor generation demographics and the best way to solicit effectively. We will explore the ways to maximize your storytelling to reach your organization's multi-generational demographics to support a sustainable fundraising plan.
Abby Pittinaro, MBA, is the Director of Development for The Children’s Institute of Pittsburgh and a dedicated nonprofit professional with nearly a decade of experience in fundraising, event planning, and marketing. Managing the development team, Abby focuses on individual donors, legacy giving, community engagement, and leveraging Board of Director financial support. Abby enjoys building brand awareness and raising dollars for nonprofits in the Pittsburgh region that elevate the quality of life and well-being of others. A natural love for teaching, Abby is an adjunct instructor at Waynesburg University for undergraduate classes in fundraising, public relations writing, and public speaking.
Have you considered incorporating DEI principles into your organization's planned giving program, but you're not sure where to start? Or maybe you're not sure whether DEI belongs in planned giving at all? Join us for this workshop to learn more about the basics of Diversity, Equity, Inclusion, Belonging, and Justice, and why these concepts are important to your planned giving program. Designed for those who aren't sure how to start incorporating DEI concepts into individual giving programs, or whether it is necessary to do so at all.
Jade Bristol is Chief Development Officer at Giving Docs, where she leads the creation and development of partnerships with planned giving leaders across the U.S. A former Trusts & Estates attorney, Jade also brings 15 years of experience in the nonprofit sector where she previously led planned giving departments at Human Rights Campaign and Muscular Dystrophy Association. She has co-authored extensive research on the intersection between DEI and planned giving, and serves on the board of the National Capital Gift Planning Council.
Synopsis: Navigating the non-profit landscape as a young professional can be difficult – we are devoted to our organization’s cause, but what happens when we outgrow our roles but not the mission itself? Join us for a panel of young professionals who have self-advocated for promotions within their organization or chose to leave their organization to continue their career progression – all during the “Great Resignation.” Learn more about how they knew it was time for a change, what steps they took to take their career to the next level and any life lessons they’ve learned along the way.
How to work collaboratively with trusted advisors
We’ve all heard of donor advised funds but how do they actually operate? How can I, as a fundraiser, leverage those dollars? More importantly, how do I create relationships with my donors most trusted advisors in order to create the best philanthropic plan for my institution? Join us as we drill down into the details of the many different donor-advised fund products and walk through some case studies of successes and lessons learned from donors.
Amy Razem, Senior Development Officer at The Pittsburgh Foundation - https://pittsburghfoundation.org/amy-razem Sara Swaney, Development Officer at The Pittsburgh Foundation - https://pittsburghfoundation.org/sara-swaney
Terrible fundraising strategies to avoid and how to grow your small fundraising shop
During this session, we will focus on how to avoid terrible fundraising strategies, laugh at our own past mistakes, and discuss best practices that can help you grow a small fundraising shop. This will be a safe space to share frustrations and turn them into focus for strategic growth.
Abigayle is the Vice President of Philanthropy at Verland, a $55M organization serving individuals with complex physical and cognitive challenges. Abigayle is a Certified Fund Raising Executive (CFRE) and one of few professionals in the field to also holds a master’s degree in nonprofit management from Regis University. Prior to Regis, Abigayle attended the University of Iowa, where she received a bachelor’s in social work with an emphasis in juvenile studies and a minor in theater arts. From 2009 to 2018, Abigayle also held the national Grant Professional Certified designation.
Stick figures are universally thought of as basic and straightforward. Most fundraisers view planned giving as something so complex as to be avoided, left to the highly educated and highly experienced. Yet, we all know that the most successful nonprofits have a strong and productive planned giving program. Organizations can learn how to start or grow a planned giving program by harnessing the power of the simplicity of a stick figure and activities they already do.
In his nearly 25 years of frontline fundraising and managing frontline fundraisers, Greg has served in many and various leadership positions at Good Shepherd Rehabilitation Network, Muhlenberg College, East Stroudsburg University Foundation, the Boy Scouts of America, and more. While he’s held literally every position possible in fundraising planned giving is Greg’s favorite area – helping ordinary people make extraordinary gifts! Greg is a Certified Fundraising Executive (CFRE), earned the Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services, and a MS in nonprofit management from Eastern University. You’ve probably also seen Greg in various Planned Giving Marketing YouTube videos focused on practical planned giving fundraising.
Each day brings new information to light regarding diversity and fundraising. The session will focus on the question: What can professionals learn from the literature that can help further their goals to diversify their teams, encourage team members to understand and embrace diversity, and further their focus on engaging alumni, companies, and friends from diverse backgrounds? This session will involve audience reaction to the resources offered and time for providing a list of additional resources which could be compiled and shared post-conference.
Sophie's expertise includes corporate and foundation relations, unit leadership, capital campaigns, major and planned giving, and building, rebuilding or taking programs and teams and organizations to the next level. As Penn State's Director of Foundation Relations, she collaborates with a team of six professionals that interface with university partners at Penn State's 24 campuses to seek independent foundation funding for Penn State. Sophie has also led fundraising campaigns ranging from $600k to $80M, co-created two online certificate programs in fundraising for Penn State's World Campus and developed and taught two of the core courses, co-edited/authored two books about fundraising for student affairs, and founded i5 Fundraising (a consulting firm enabling nonprofits and nonprofit leaders to achieve bold visions through fundraising).
When was the last time you received formal training on how to solicit a gift? Whether it’s been way too long (if ever) or if you’d simply like to learn a few helpful tips, this workshop will prepare you for your asks! Gain confidence and eliminate any fear of asking your supporters to join your worthy cause. Making an ask is both a science and art; join our workshop that’ll outline tips and tricks to set yourself up for success with your Mid-Level and Major Donors. This workshop outlines the donor cycle, including how to prepare both the prospect and yourself for the solicitation, as well as tools for effective follow-up.
Erik Tomalis is a proven fundraising professional and has always been forward thinking, donor and people driven, but most of all results oriented. With 20 years of professional fundraising experience, Erik made over 4,000 face-to-face donor solicitations where he has raised millions of dollars for many non-profit organizations, including areas of: healthcare, education, human services, Greek, university athletics and youth-based organizations. He served as a front-line fundraiser, as well as an executive in some transformative organizations focused on generosity, such as St. Jude Children’s Hospital, the Boy Scouts of America and the Allegheny Health Network. Today, at Virtuous, Erik is committed to helping nonprofits grow global generosity. He believes that charitable giving is about personal connections, not transactions. Generosity is driven by our passions and relationships – and givers want to feel like they are part of a movement bigger than themselves. Through all of this, Erik understands how nonprofits can grow global generosity through Responsive Fundraising. He resides in Pittsburgh with his wife, Kate and their sheltie puppies (Winnie & Willett). He is an Eagle Scout and is a graduate of Duquesne University and The Lilly School of Philanthropy. He is active in the community as he is either active or a past board member for the following organizations: AFP Western PA, Verland, 100+ Men of Pittsburgh, AFP Global committees, Boy Scouts of America, American Heart Association, Duquesne Alumni Council and many more.
After decades of steady growth, foundation giving decreased by 1.2% in 2021. To combat this decline, foundations continued to evaluate opportunities for unique impact and engagement in the changing post-pandemic world. This session will give practical advice about how nonprofits today can best partner with foundations to secure mission-aligned investments in a competitive market.
Jennifer Belliveau is a Senior Vice President at CCS. With nearly two decades of experience working in philanthropy, she has partnered with organizations focused on secondary and higher education, global health and healthcare, community and economic development, human rights, religion and faith, and poverty solutions. Jennifer brings a wide range of cross-sector experience to her work at CCS, now in her tenth year with the firm. She earned an MBA from the Yale School of Management and a BA from the University of Notre Dame. She lives in her hometown of Pittsburgh with her husband and children.