The 2023 Southeast Annual Giving Conference will be in Fort Lauderdale from Monday night, November 13 through Thursday morning, November 16. WE THANK ALL OUR SPONSORS, PRESENTERS, AND PARTICIPANTS FOR AN AMAZING VIRTUAL EXPERIENCE. Well-known Crystal Apple teachers Skylar Beaver and Bob Burdenski and Skylar Beaver launch the 20th-anniversary 2023 Northeast Annual Giving Conference with a festive anniversary welcome, some conference memories, and a rapid-fire rundown of their favorite annual giving conference sessions and speakers to follow. It is known and appreciated for its relaxed, inclusive and fun environment of community sharing, 2023 is the 20th anniversary of the first Northeast Annual Giving Conference. Rachel Robertson is the Director of Annual Giving at the University of Utah. Throughout his career, Dan has focused on building accountability and transparent performance systems that allow campus leadership to recognize the impact of philanthropy. A Leadership and Digital Giving Officer (DXO) ForumRay Watts and Panel TBA. . Special Give Conference room rates are available at Hilton Garden Inn Augusta,located at 1065 Stevens Creek Road,Augusta, GA 30907. Click here to register or learn more, Conducting Prospect Research (Webinar) Join us in beautiful. Use the button below to book your stay, and you'll receive the discounted rate. 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. $84.4 trillion will be transferred between 2021 and 2045. Montplaisir earned a BA from the University of Central Florida and a Masters degree from Indiana Wesleyan University. The Recurring Riddle of Regular Giving ProgramsRachel Robertson, University of Utah, Bob Burdenski, Robert Burdenski Annual Giving. Staying Remote Permanent Off-Site Management of Advancement StaffJeff Callaghan and Christiana Simpson, Loyola Marymount U.At the height of the pandemic, organizations pivoted to full-time remote work as a necessary solution to a temporary problem. 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. OneCause Open September 11 - September 12, 2023 2023 Annual Conference Cause Camp Open September 14 - September 15, 2023 NIO Summit 2023 Nonprofit Innovation & Optimization Summit Open September 19 - September 21, 2023 2023 TNPA Leadership Summit Nonprofit Alliance Open 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. Connecting people to their higher education institutions through volunteerism, philanthropy and fun is her biggest passion. She has been an advancement professional for over 25 years, supporting non-profit organizations and higher education to identify strategies and implement infrastructure to increase fundraising capacity. This website is using a security service to protect itself from online attacks. Weve chased the elusive, effective recurring giving program for years. Mark has co-written several peer-reviewed publications including a paper for the International Electrical Engineers (IEEE) conference and a textbook chapter. What advice would your senior colleagues tell you if they had the opportunity? For a special Give Conference rate, reserve your room here. 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. Cost: Tickets range from $300-$1,049 depending on membership level and time of purchase. He also served as chief marketing officer for Cooper, a user experience design agency, and executive director of alumni relations for the University of California, San Francisco. Augusta, GA 30907. He is also an adjunct faculty member in the School of Business at the University of Redlands, teaching classes on management, leadership and working with students on their capstone projects. Erin studied economics at Miramar College, San Diego. Anita is a Founding Member, former Board Member, and President of the Association of Advancement Services Professionals (aasp). Get some ideas, solutions, tips and therapy from your peers at this directors dialogue. Click here to register or learn more. At USC Rossier School of Education, Dr. Combs teaches courses in Creativity and Innovation, Strategic Communications and Change Management, and Economics and Finance in the Organizational Change and Leadership doctoral program. Shayna Long. Benefits and PitfallsJessica LaBorde, UC Davis, Mark Longo, Caltech and Jessica Channell-Iler, UNLVJoin us for this panel discussion to learn how to be a good benchmarking partner while avoiding common pitfalls. What channels are most effective? What role does direct marketing have in leadership annual giving? What do you talk about with prospects? How do you effectively use Zoom, and when and how? How has Zoom elevated prospect visits in some ways? What materials/collateral do you use, if any? What contact reporting process does your institution have? Whats the new business etiquette in a Zoom and pandemic world? What stewardship and subsequent engagement strategies are effective? Whats the right role for the use of personal texting and video? What leadership annual giving tools, tips, and hacks help you to do your job? And how do you define success for leadership annual giving? In 2019, Bob served for the third-straight year as Chair of the CASE Institute for Senior Annual Giving Professionals, and was named a CASE Laureate for his years of volunteer service to the profession. She holds a BS in Mass Communications and a BA in English Literature from Appalachian State University and has completed her Executive MBA. Friday's offering for AC operating expenses totaled $6,401.23 (not including online gifts). 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. New to the profession? 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. In her current role, she leads the family engagement efforts for Pomona College. Shalonda Martin, Pomona College, Jennifer Garcia-Do, CHLA, and John TaylorData is our greatest resource; it is widely used and highly valuable. Philip Garland is the Associate Vice President for Advancement and Campaign Operations at the University of San Diego. Acquisition (Webinar) July 27, 2023 from 1:00pm-2:30pm ET. As leader of the Data & Analytics and Gift & Records Management teams, Jeff helps guide data collection strategies (and usage!) The conference theme is "Turn It Up! Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. 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. 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. Then, shell introduce a group of CPP students who will present on the data collection solution they mapped for one CPP college. Rodger is the author of Data Science for Fundraising: Build Data-Driven Solutions Using R. After spending over a decade in the higher education fundraising space, Emily Etzkorn joined VanillaSoft as a Fundraising Evangelist, bringing with her a background in annual giving, engagement centers, and phonathons. 86% is expected to go to heirs, while the remainder will go to charity. Get in touch with anyone on the committee. Workshop: Reunion Giving July 20, 2023. She has also served as a faculty member for the Case Summer Institute for Advancement Services and the Case Gift and Records Workshop. What corporate lessons can be transferred to our work in advancement, and what advice do Andrew and Lo have about our work? Contact us. Use the button below to book your stay, and you'll receive the discounted rate. 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. August 17, 2023 from 1:00pm-2:30pm ET The nearest airport is Augusta Regional Airport (AGS). 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. Alumni Relations and Annual Giving Ideas for CollaborationKathleen LaManna and Mariam Khwajazada, Mount Saint Marys UniversityThe Institutional Advancement team at Mount Saint Marys University recently reconfigured its organizational structure so the Directors of Alumnae Relations and Annual Giving could work side-by-side to activate alumnae and build a donor pipeline. What are the obstacles and solutions here in the U.S.? He offers his non-profit fundraising clients nearly 20 years of experience embedded in marketing and print strategies that yield results. Share in our recent successes and challenges on this journey.What I Learned Before Arriving in Advancement Insights From the For-Profit WorldAndrew Kaufteil, JD, Lucile Packard Foundation for Childrens Health, and Laurent DeJanvry, Meeting of the Minds LaureateAndrew and Lo both spent time in the business world prior to their foray into fundraising and philanthropy, and both have insights about marketing and business fundamentals that are essential in the for-profit world, but often are lacking in the not-for-profit world. Hows your organizational chart these days? She is also an avid moviegoer of independent films. Vinyl was founded on the belief that story is a powerful tool to help brands better understand themselves and their customers. A Community College Fundraising ForumBill Lambert, Mt. Bill Lambert is the Executive Director of Development at Mt. Prior to joining USC, Rodger served as the Director of Information, Analytics and Annual Giving at theMichigan Ross School of Business, where he managed information, analysis, reporting and business processes related to development strategy, portfolio activity and goal attainment. She is passionate about helping organizations provide economic mobility, access to educational pathways and healthcare services. Attendees will receive free samples from other institutions and gain insights on: Audiences segmenting, engagement, personalization Calendaring channel integration, production, timing Design photos, layout, color Packaging envelopes, paper stocks, inserts, A Donor Wants to Give us What? While we keep the price affordable, we promise you'll have an experience packed full of valuable content. A lifelong data nerd and a proud Advancement Services generalist, Jess has 20 years of experience in Advancement Services and Prospect Development. The action you just performed triggered the security solution. . In 2022, over 293 organizations attended the event in Philadelphia to share goals, brainstorm innovative solutions, and develop lifelong relationships with the most influential thinkers in the sector. Dr. Shalonda Martin is the Sr. Director of Advancement Services at Pomona College. She deeply believes that philanthropy means the love of human kind, and is proud to be a Bronco working towards student success. Annual Giving is a dynamic and changing field, no longer solely focused on mass marketing through direct mail and student phonathons. 2026 - San Diego, April 26-28, 2026 2027 - Baltimore, April 11-13, 2027 Past AFP ICONs 2023 New Orleans: CE Tracker | Schedule 2022 Las Vegas: CE Tracker | Schedule 2021 VIRTUAL: CE Tracker | Schedule 2020 VIRTUAL: CE Tracker | Schedule 2019 San Antonio: CE Tracker | Schedule 2018 New Orleans: CE Tracker | Schedule NEAGC History; Who Should Attend; Diane Thompson . Location: Denver, CO (Hybrid) Website: https://www.nten.org/gather/ntc. He holds a B.A. Were approve for CFRE credits for AFP! Watch Karen Davila's interviews with government officials and analysts on #ANCHeadstart (7 July 2023) | government, interview, ABS-CBN News Channel Out of a deep understanding of story, Vinyl develops and executes sophisticated marketing strategies for businesses, organizations, and higher education institutions seeking to refine their brand, clarify their messaging and get better results. How to manage within a remote/in-person advancement team? (Also join us for the pre-conference community college program and reception on Tuesday night, February 7th at Mt. Mallory Wiswell is currently the Senior Director of Gift & Records Management at City of Hopes Office of Philanthropy. Leadership annual giving has been infused with a digital engagement set of strategies, solutions, tools and metrics. San Antonio College. Welcome, Introductions and a Celebration of 20 Years of Minds Meeting. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. The action you just performed triggered the security solution. Sean Briner is currently the Director of Annual Giving at California State University San Marcos. Mark Longo is the Senior Director of Strategic Initiatives and Mark Longo is the senior director of strategic initiatives and development administrative management in the office of advancement and alumni relations at the California Institute of Technology (Caltech) in Pasadena, California. She has also held positions with Communities Foundation of Texas and Susan G. Komen For The Cure headquarters in Dallas, TX. Using Analytics to Identify, Engage, and Cultivate New ProspectsElissa San Juan, Cal Poly Pomona, Jeff Callaghan, Loyola Marymount University, and Jessica Channell-Iler, UNLVIn the spring of 2022, Cal Poly Pomona, equipped with a new database, new prospect ratings (tons of them! He presented CASEs first-ever annual giving training programs in India, Japan, Ireland, Singapore, Hong Kong, New Zealand and Australia, and he is also a frequent contributor to CASEs Online Speaker Series on the subject of annual and regular giving. Join an executive-level conversation for those running annual giving programs at their institution. Being a first-generation college student, Gizel is dedicated to working with donors in order to help students flourish. 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.
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