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Welcome to the 2013 NCDC Conference and Exposition!

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Wednesday, September 11
 

6:15am

Golf Tournament
Bus departs from the Tour Lobby at the Gaylord Texan at 6:15 a.m.

Wednesday September 11, 2013 6:15am - 3:00pm
Bear Creek Golf Club

1:00pm

Exhibitor Set-up
Wednesday September 11, 2013 1:00pm - 5:00pm
Longhorn BC

1:00pm

Registration Desk Open
Wednesday September 11, 2013 1:00pm - 5:30pm
Grapevine Ballroom

2:00pm

A Blueprint for Starting Your Planned Giving Program
**PRE-REGISTRATION REQUIRED**

This session is designed for a program director who is contemplating moving forward with a planned giving program or someone who will be actually starting as a planned giving officer that does not have personal expertise in the planned giving field.  These presenters will walk the participants through the essential steps needed to begin a planned giving program.  Because they come from three different types and sizes of organizations, the attendees will learn how to adapt the blueprint to meet their specific needs.  There will be ample time to ask questions throughout your time together.

COST: $50



Moderators
FG

Fr. Gary Bernhardt, O.F.M.

Director of Development, Franciscan Province of the Sacred Heart

Speakers
avatar for Anna Maria Lang

Anna Maria Lang

Annuity Officer, Salesian Missions
Anna Maria Lang has been the annuity and development officer for Salesian Missions since late 2006. Prior to this position, Anna Maria held a position at Citibank as the Senior Account Officer in the International Private Banking Department working with high net-worth clients from... Read More →
avatar for Sr. Peggy Scarano, OP

Sr. Peggy Scarano, OP

Regional Representative, SOAR!
Peggy Scarano, OP has been a Dominican Sister of Sparkill, NY since 1964.  For the past 30 years she has been involved in the ministry of fundraising, with 28 of these years as Development Director for her congregation.  Prior to this she was a classroom teacher and grade school... Read More →
avatar for Daniel Woehrer

Daniel Woehrer

Special Assistant to the Rector, Province of St. Joseph of the Capuchin Order, Inc. St. Lawrence Seminary
 Prior to joining the development staff of his alma mater, St. Lawrence Seminary (NCDC Active Member), in 2004, Dan spent 17+ years as a trust officer with two national financial institutions.  His employment immediately prior to joining St. Lawrence was as a Vice President with... Read More →


Wednesday September 11, 2013 2:00pm - 5:00pm
Dallas 1-2

2:00pm

FaceTwitLink? Twitteredin? TheLinkedBook?: An Introduction to Social Media For Fundraising
**PRE-REGISTRATION REQUIRED** You’re hearing a lot about Facebook, Twitter, and LinkedIn. And your board is telling you people are raising serious money with social media. But what is “social media”? Where did it come from? And can you really raise money with it? This session will show you what the tools are, where they came from, and how to use them to fund your cause.

COST: $50

Moderators
avatar for Linda M. Micciche, MNA

Linda M. Micciche, MNA

Director of Development and Digital Communications, Sisters of the Holy Family
Sisters of the Holy Family, Director of Development and Digital Communications since 2004 Professionally interested in: Nonprofit organizational development, fundraising and Management 20+yrs. Focus on: Climate, Earth, Human+Social Justice, Peace and Catholic issues. Living the... Read More →

Speakers
avatar for Marc A. Pitman

Marc A. Pitman

CEO, The Concord Leadership Group LLC
I'm a FranklinCovey Certified coach who's passionate about nonprofit leadership and helping people clarify their goals. People call me "the Johnny Appleseed of Fundraising" because of my blog FundraisingCoach.com and my book Ask Without Fear!. (Fundraising is a leadership issue! But... Read More →


Wednesday September 11, 2013 2:00pm - 5:00pm
San Antonio 6

2:00pm

Now that You Have Donors, What Do You Do With Them?
**PRE-REGISTRATION REQUIRED**

This workshop will give attendees basic information on data collection, analysis and storage, review of your donor base, ongoing communications with donors, and purging lists. You will be given suggested options to encourage donations and retain donors.

You will learn:
  • The Importance of Donor Data Collection
  •  Data Analysis and Strategies to Use
  • How to Use Data to Encourage gifts
 
COST: $50

 

 

Moderators
SR

Sharon Riley

Acquisition Coordinator, Society of the Little Flower

Speakers
avatar for Stacy Alford

Stacy Alford

Vice President, Business Development, Amergent
Stacy Alford was recently named Vice President of Business Development at Amergent, NCDC Corporate Partner and a leading source for strategic and creative direct marketing and database solutions in the nonprofit community. Since 1999, Stacy has been a direct marketing professional... Read More →
avatar for Mark Connors

Mark Connors

Vice President, Amergent
Mark joined Amergent in 2002 and is responsible for Amergent’s CRM fundraising software and database management business.   Amergent’s Portfolio system is a web-based enterprise data management solution designed to handle the needs of mid-sized to large enterprise nonprofit... Read More →
avatar for Kari Miller Willis

Kari Miller Willis

Executive Director, Office of Mission Support, Friars of the Atonement (Graymoor)
Kari Miller Willis has over 27 years experience in all aspects of fundraising, communications and not-for-profit organizational management.  She has launched or expanded fundraising programs for health care organizations; social services; child welfare agencies and catholic ministries... Read More →


Wednesday September 11, 2013 2:00pm - 5:00pm
Fort Worth 2

5:00pm

Evening Recommendation: Visit Grapevine
Historic Grapevine, Texas, centrally located between Dallas and Fort Worth, is a go-to destination when planning a trip to or meeting in North Texas! Step back in time in Historic Downtown Grapevine with its collection of shops, restaurants, and art galleries. Enjoy fantastic hotels and resorts, great attractions for the entire family, fabulous shopping opportunities, outstanding dining at over 200 restaurants, Winery Tasting Rooms, a wide variety of outdoor recreational activities, award-winning festivals and events and much more. Grapevine has something for everyone.

Transportation is available through the Gaylord Texan concierge.

Wednesday September 11, 2013 5:00pm - 10:30pm
Downtown Grapevine
 
Thursday, September 12
 

7:30am

Exhibitor Registration and Set-Up
Thursday September 12, 2013 7:30am - 2:00pm
Longhorn BC

7:30am

Registration Desk Open
Thursday September 12, 2013 7:30am - 6:00pm
Grapevine Ballroom

8:00am

Prayer Room Open
Thursday September 12, 2013 8:00am - 11:59pm
Fort Worth 4

8:30am

Large Volume Mailers Affinity Group Meeting
Meeting by invitation only

Thursday September 12, 2013 8:30am - 10:00am
Fort Worth 2

8:30am

Planned Giving Affinity Group Meeting
This meeting is a dialog amongst experienced professionals currently engaged in planned giving. This is not a “how to do planned giving” workshop.  All practicing planned giving professionals working for nonprofit organizations are welcome to attend.

Thursday September 12, 2013 8:30am - 10:00am
Fort Worth 3

8:30am

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

 

The Small Shops group is designed for organizations with a development director and no more than two additional part or full-time staff. We encourage and welcome all interested attendees to join us!

Thursday September 12, 2013 8:30am - 10:00am
Fort Worth 4

8:30am

Case Study: Baby Boomers: Have We Forgotten About Them?




Reports about the Baby Boomers suggest decreased giving, but they are engaged in volunteering.  They don’t want to become a burden, but do want to do something for charities with their money.  Are we doing the right things to keep them engaged?               

In this session you will learn:

To understand how to communicate with the Baby Boom generation.                     

Which communications tools resonate along the spectrum of Boomer ages.             

How to communicate effectively without words.

 

Moderators
TH

Todd Hinton

Executive Vice President, Bernard Data Solutions

Speakers
LM

Larry Meltzer

Agency Principal and Creative Director, MM2 Public Relations
Larry Meltzer serves as Creative Director for MM2, directing the agency’s creative product and serving as a knowledge resource for brand-building and media trends.  He has worked with clients including HomeAway, The Hartford Financial Services Group, MoneyGram, Alliance Data, Green... Read More →


Thursday September 12, 2013 8:30am - 10:00am
Fort Worth 6

8:30am

Six Steps To A Successful Appeal
During this session, participants will learn some practical and proven fundraising tips and strategies
that they can use to increase the success of their fundraising appeals. Information on capturing,
maintaining and effectively utilizing donor and constituent data will be discussed, and ideas will be
presented on how to incorporate key data strategies including segmentation and data analysis into your appeal. Following the presentation, participants will be given a copy of our 6 Steps to a Successful Appeal booklet to take home and share with their organization.

Participants will:
Be able to identify the crucial steps that make up a successful appeal strategy and utilize that knowledge to create an annual fundraising plan


Learn concrete examples and methods for each step within the appeal process


Understand the role that good database practices have in fundraising efforts and be able to identify strengths and weaknesses in their database


Be able to develop their own stewardship and cultivation plan


Be provided with some key metrics to successfully evaluate outcomes

Moderators
MC

Michelle Coe

Chief Executive Assistant, Resurrection Catholic Missions

Speakers
avatar for Chris Bicknell

Chris Bicknell

President, Little Green Light
I started fundraising out of college and have many years of experience serving as a campaign consultant with CCS Fund Raising and leading seasoned fundraising staff at the local, regional, and national levels. I'm proud to be Little Green Light's chief product strategist. I graduated... Read More →
avatar for Timi Paccioretti

Timi Paccioretti

Account Manager, Little Green Light
With over 25 years of development and management experience working with non-profit organizations, I am passionate about assisting mission driven organizations to better manage their constituent and fundraising data so that they can be more strategic in their outreach and development... Read More →


Thursday September 12, 2013 8:30am - 10:00am
Fort Worth 5

8:30am

Special Session for Institutes of Religious Life: The Greatest Gift We Have to Give
As development directors and staff, we have been hired by our congregations with one main expectation, increase gift revenue. However, our God-given skill sets and experience provide us with a unique opportunity to serve in wonderful and unexpected ways to revitalize and inspire our communities beyond even their own expectations of what they can accomplish! In this session, we will explore the role of Mission Advancement staff in facilitating and guiding our congregational leadership in areas of ministerial vision, congregational reorganization and revitalization, strategic planning, vocations and formation, legacy planning and much, much more. We have been called to serve. Let us share the greatest gifts we have to offer to ensure that our congregations can and will continue to thrive and to serve all of God's people, where ever they may be



Moderators
JB

Jeff Bowden

Calmark Group

Speakers
avatar for Gregory Griffin, CFRE

Gregory Griffin, CFRE

Congregational Director, Mission Advancement, Sisters of St. Francis of the Neumann Communities
Greg has served as Director of Congregational Mission Advancement for the Sisters of St. Francis of the Neumann Communities since July 2010. He leads an office of twelve lay professionals and sisters who work in the sisters’ residential communities in Syracuse, NY; Buffalo, NY... Read More →


Thursday September 12, 2013 8:30am - 10:00am
Fort Worth 7

9:00am

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

Thursday September 12, 2013 9:00am - 10:00am
Grapevine 1-2

9:00am

Lumen Award Display Gallery
Thursday September 12, 2013 9:00am - 6:00pm
Grapevine Prefunction

10:00am

Data Driven Diocesan Appeals
Annual Diocesan Appeals are the foundation and lifeblood of Diocesan Development efforts.  Learn of national best practices for maximizing revenue, increasing participation and identifying appeal donors for further development efforts.

Moderators
JO

Joseph O'Quinn

Development Officer - Annual Giving, Edmundite Missions

Speakers
avatar for John Biskner

John Biskner

Strategic Technology Consultant, Archdiocese of Detroit
John Biskner has served the Church as a development and enterprise systems professional for 9+ years. With expertise in marketing and corporate strategy, he consults with Catholic dioceses on development strategy and operations via www.bisknerandassociates.com. Specialties... Read More →


Thursday September 12, 2013 10:00am - 11:30am
Grapevine 5

10:00am

The Catholic School Fundraising Formula
This presentation will focus on how Catholic Schools (both diocesan and private) can develop strong and sustainable fundraising programs while remaining true to their mission and identity.  The seminar will address the four key components of a sustainable development program: prospecting, cultivation, asking and stewardship, and will teach schools how to develop a fundraising mindset and infrastructure.

Moderators
DR

Dr. Rick Kruska

Superintendent, Light of Christ Catholic Schools

Speakers
avatar for George C. Ruotolo, Jr., CFRE

George C. Ruotolo, Jr., CFRE

Chairman and CEO, Ruotolo Associates, Inc.
George Ruotolo is currently serving as Chair of the Ramapo College of New Jersey Board of Trustees. Also, he was a founding member of the Ridgewood Educational Foundation, Ridgewood, NJ.  In addition, he worked with the President of Niagara University on a major capital campaign... Read More →
avatar for Ana Dabrowski

Ana Dabrowski

Associate, Ruotolo Associates, Inc.
 Ana Dabrowski has spent her career focused in non-profit development and volunteerism. Her experience includes special events, volunteer management, strategic planning, board stewardship, project management, marketing and creative fundraising initiatives. She brings great passion... Read More →


Thursday September 12, 2013 10:00am - 11:30am
Grapevine 3

10:15am

Back To The Future...Re-Integrating Major & Planned Gifts
Working in a collaborative environment has been everyone's goal in fund raising. But now the pressure is really on to combine major and planned gifts or at least to break down the silos that exist between these two practice areas. Participants will understand why demographics, the economy and recent changes in the tax laws have forced this organizational shift and will learn how to build meaningful teams. 

Learning Objectives:

  • Know why demographics, the economy and changes in the tax laws are forcing many  nonprofits to combine major and planned gifts.
  • How to break down the silos between the major and planned gifts practice areas.
  • Have practical suggestions of how to make the merger of major and planned gifts work.


 

Moderators
AM

Andy Mantione

Director of Planned Giving, Our Lady of Victory Homes of Charity

Speakers
avatar for Robert F. Sharpe, Jr.

Robert F. Sharpe, Jr.

Chairman, Sharpe Group
Robert Sharpe is chairman of Sharpe Group, which consults nationwide with leading educational, health, social service and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Washington DC, Atlanta and... Read More →


Thursday September 12, 2013 10:15am - 11:45am
Fort Worth 5

10:15am

Finance Directors Are From Mars, Development Directors are From Venus: Improving Communications to Give Donors What They Need


As more Catholic institutions incorporate major gifts and capital campaigns into their fundraising efforts the need for synergy between the finance office and the development office becomes even greater. And yet, these two departments view “dollars and cents” from very different perspectives. This session will help define the diverse needs and expectations finance directors and development directors have of each other and how to avoid common misunderstandings. Specific discussion will surround the role of the Chief Financial Officer in major gift and capital campaign efforts. What time commitment, resources and strategic planning is necessary from the CFO for philanthropic success? What financial information is necessary to steward donors or meet funder expectations? In addition the session will incorporate role playing and interactive dialogue to demonstrate the best strategies for managing common scenarios between Finance and Development Directors in Catholic fundraising.

 

In the session you will learn: 

Examples of the different professional and personal traits that drive how Finance and Development Directors approach their responsibilities

 

How and why each position takes the approach it does to support the organizational mission. While the needs may be different, the outcomes should be the same.

Relationship building tactics to encourage strong communications and information sharing between the Directors.

Moderators
avatar for Chad McEachern

Chad McEachern

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

Speakers
avatar for Robert V. Hotz

Robert V. Hotz

Senior Consultant, American City Bureau, Inc.
American City Bureau, Inc. Senior Consultant Robert V. Hotz possesses more than two decades of experience in strategic planning, executive management, board service and fundraising. Bob’s extensive background in strategic planning, non-profit management, and Catholic school leadership... Read More →
avatar for Leslie Mollsen

Leslie Mollsen

Chief Executive Officer, American City Bureau, Inc.
Leslie Biggins Mollsen is the owner and CEO of American City Bureau, Inc., the nation’s original fundraising consulting firm to not-for-profit organizations, specializing in major gift development. The firm is headquartered in West Dundee, Illinois. Ms. Mollsen currently serves... Read More →
avatar for Keith Zekind

Keith Zekind

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


Thursday September 12, 2013 10:15am - 11:45am
Fort Worth 6

10:15am

Using Big Data to Drive Strategy and Creative
We live in the age of “Big Data.”  Whether it’s tapping into vast databases or using new techniques to mine your own data, nonprofits from presidential campaigns to small mailers are benefiting from access to accurate, low cost data.   You will learn how nonprofits like yours are using Big Data to improve response, income and long term value.



Moderators
JR

James Rennert

Province Director of Development, Cenacle Sisters North American Province

Speakers
avatar for Paul Bauer

Paul Bauer

Donor Services Manager, Sacred Heart Southern Missions
Paul Bauer has worked in the non-profit world since 1983 and at Sacred Heart Southern Missions for the past 21 years. While there, he's been contributed as a copywriter, publication designer, photographer, and data analyst.  He's currently the Manager of Donor Services and chief... Read More →
avatar for Graham Hunter

Graham Hunter

Senior Vice President, Infogroup Nonprofit, Infogroup
In over 27 years as a direct mail fundraiser, Graham has participated in successful mail campaigns for national and regional organizations, including: Capuchin-Franciscan Friars, Covenant House, St. Joseph’s Indian School, Franciscan Friars Graymoor and the Sacred Heart League... Read More →
avatar for Larry May

Larry May

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


Thursday September 12, 2013 10:15am - 11:45am
Fort Worth 7

10:15am

Whether, How and When to Use 'High Velocity' Fundraising Packages

Many charities are now using, and sometimes overusing, expensive premium packages to improve response rates in both donor and prospect mailings. This presentation will address the facts about when it is advisable and inadvisable to use this type of mailing. Cost vs. Return on Investment, Churn or attrition, over-dependence on expensive premiums - all of these issues will be addressed.

 


Moderators
RH

Rick Heist

Executive Director, Our Lady of Victory Homes of Charity

Speakers
avatar for Kory Christianson

Kory Christianson

Executive Director of Development, St. Joseph's Indian School
For over 18 years, Kory Christianson has worked at St. Joseph’s Indian School, NCDC active member, and is currently serving as the executive director. St. Joseph’s Indian School raises nearly $60 million annually in support of their programs and services for Native Americans in... Read More →
avatar for Geoff Peters

Geoff Peters

CEO, Moore DM Group
Geoff was formerly President of one of the USA’s oldest direct mail fundraising agencies and later President of Creative Direct Marketing International, a global fundraising agency specializing in European and Asian countries.  For nearly 20 years he worked with international charities... Read More →


Thursday September 12, 2013 10:15am - 11:45am
Grapevine 6

10:30am

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

 

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

Thursday September 12, 2013 10:30am - 12:00pm
Fort Worth 4

10:30am

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

 

The Major Gifts Affinity Group will focus on major gifts in fundraising efforts, including capital campaigns, donor relationships, making the ask, among other concerns. We encourage and welcome all interested attendees to join us!

Thursday September 12, 2013 10:30am - 12:00pm
Fort Worth 3

11:45am

STOP! The NEW Best Features in Web Communications and Social Media that You Need to Be Utilizing...YESTERDAY!
Do you ever feel overwhelmed trying to keep up with web communications or technology?

Where can you best allocate your resources when it comes to web communications (website, email, social media, etc.?

Utilizing case studies and industry best practices, we will examine the foundation of all good communication plans: your website. Then, we will review best practices for management and integrating email marketing and social media into your website to increase traffic, engage supporters, and retain volunteers! We will cover a variety of new tools to add to your communications plan for streamlining and ease. Also, we will present a brand new internal form of social media that will help connect your staff and key volunteers, so that your job can become less burdensome and more fun!

Speakers
avatar for Design Big Dreams

Design Big Dreams

Partner, Design BIG Dreams
Design BIG Dreams combines the digital marketing field with the fundraising field to promote Catholic Missions. We create and maintain your digital plan, from your website to online giving we are the infrastructure to support your big visions and missions. We ensure organizations... Read More →

Sponsors
avatar for Design BIG Dreams

Design BIG Dreams

Owner/Founder, Design BIG Dreams


Thursday September 12, 2013 11:45am - 12:45pm
Grapevine 4

12:30pm

Exhibitor Meeting
Thursday September 12, 2013 12:30pm - 1:00pm
Fort Worth 2

12:30pm

Strengthened by Stewardship: A Case Study on Capital Campaign Success

Stewardship is a way of life that represents spiritual change and a commitment to sharing God’s gifts, but what role does it play in fundraising campaigns? During the Legacy of Faith ~ Future of Hope campaign the Diocese of Corpus Christi recently experienced first-hand how a major fundraising effort could be strengthened by incorporating a stewardship program for both parishes and the Diocese. Join us for a session that will share the Corpus Christi story, as well as best practices for implementing a stewardship program and incorporating the principles of stewardship in your next fundraising campaign


Moderators
EW

Eileen Wolmering

Director of Major Gifts, Our Lady of Victory Homes of Charity

Speakers
avatar for Cande de Leon

Cande de Leon

Director of Parish Stewardship & Development, Diocese of Corpus Christi
Cande de Leon serves as the Director of Parish Stewardship & Development for the Diocese of Corpus Christi.  He brings a unique blend of business acumen and ministry experience to his position that assists pastors and ministry leaders in developing stewardship, organizational and... Read More →
avatar for Alonso Rosado

Alonso Rosado

Vice President, CCS
Alonso Rosado is Vice President of CCS. He has a Passion for Philanthropy: To give of one’s self for the good of others is transformational. It gives the recipient the opportunity to fulfill a vision, meet a pressing need, or provide a service which will transform their community... Read More →


Thursday September 12, 2013 12:30pm - 2:00pm
Fort Worth 7

12:30pm

The Catholic School Development Benchmark
This workshop will work through the rubric of Benchmark 13.3 of Standard 13 of the Catholic School Standards Project which states that the development plan requires school leader/leadership team, in collaboration with the governing body, to ensure that key strategies are in place to identify, grow, and maintain significant prospects, including alumni(ae), over time and when appropriate

Moderators
LL

Lisa Lydon

Director of Development, Mercymount Country Day School

Speakers
avatar for Donald Demers, Ph.D., CFRE

Donald Demers, Ph.D., CFRE

Director - Institutional Advancement, Mount Saint Charles Academy
Donald M. Demers, CFRE is Director of Institutional Advancement for Mount St. Charles Academy, a Brothers of the Sacred Heart School (NCDC active member). With over seventeen years experience in development, marketing, and public relations, Donald previously worked for The Prout School... Read More →


Thursday September 12, 2013 12:30pm - 2:00pm
Grapevine 3

1:00pm

NCDC Corporate Partner Meeting
Please join Chris Ragusa, Leslie Mollsen, Lynn Edmonds and Vicki Lester, Corporate Advisors to the NCDC Board, to discuss the latest goings on with Corporate Partners.

This is your opportunity to ask questions and get to know your corporate peers better.  We are here to help you in any way we can, so if you have any ideas about how to make the conference experience better from the corporate viewpoint, we want to hear about it.  This quick meeting is for NCDC Corporate Partners only, newcomers and veterans alike.


Thursday September 12, 2013 1:00pm - 1:30pm
Fort Worth 2

1:00pm

Social Network Fundraising: Updated Facts, Myths, and Strategies that Work
Everyone keeps hearing about social networks Facebook, Twitter, and Linked-in- but how do they affect philanthropy? This session will focus on how non-profits use these tools and will also share key facts on how- or even if- social networks are affecting overall fundraising efforts. You will also learn how social media and online fundraising tools make it easier than ever to empower supporters, board members, and volunteers to reach out on your behalf. Using recent data and real-world examples, we'll discuss how organizations can encourage and cultivate supporter-driven fundraising with minimal staff resources.

Speakers
avatar for Jon Biedermann

Jon Biedermann

Vice President, Fundraising Solutions, DonorPerfect/Softerware
Jon Biedermann, VP of Fundraising Solutions for SofterWare, has served the nonprofit community for over 18 years. In 2001, he launched DonorPerfect Online, which pioneered SaaS (Software as a Service) fundraising solutions for nonprofit organizations. Prior to joining SofterWare... Read More →

Sponsors
avatar for DonorPerfect /Softerware, Inc.

DonorPerfect /Softerware, Inc.

DonorPerfect fundraising software organizes all of your constituent data in one unified database. It has easy to use constituent relationship management tools to empower you to make smarter, timelier decisions so you can raise the most money for your cause.   (800) 220-8111


Thursday September 12, 2013 1:00pm - 2:00pm
Grapevine 4

2:15pm

4:30pm

5:00pm

Keynote Address: Sr. Georgette Lehmuth, OSF
NCDC President and CEO, Sr. Georgette Lehmuth, OSF, will address a variety of specific challenges facing the Catholic fundraising community today. This inspirational and encouraging presentation will also focus on the future of Catholic Fundraising and the strategies organizations can take to fulfill their call to the ministry of fundraising in the years to come. Sr. Georgette will also discuss how NCDC has become an advocate for the greater Catholic fundraising community in terms of ethical and competent fundraising, and how our Catholic fundraising community making a big impact by putting faith and fundraising in action.

Thursday September 12, 2013 5:00pm - 6:00pm
Grapevine A

6:00pm

12:01am

 
Friday, September 13
 

7:30am

7:30am

Registration Desk Open
Friday September 13, 2013 7:30am - 6:00pm
Grapevine Ballroom

8:00am

8:30am

9:30am

Keynote Address: Simone Joyaux, ACFRE




Planning For Any Future That Could Come Along

               It’s a scary world out there.

Certainly scary for nonprofits trying to serve those in need, and make a big impact.

Fundraisers have a bigger role to play. The challenges require that you and I anticipate well, and act proactively and purposefully. We must step up to the plate and serve as leaders – leaders far beyond fundraising only.

In these times, you and I are called upon to act courageously and effectively to meet the broader challenges and still excel as fundraisers in the process.

 

 

Friday September 13, 2013 9:30am - 10:30am
Grapevine A

10:30am

Break and Drawing
Sponsors
avatar for American City Bureau, Inc.

American City Bureau, Inc.

American City Bureau, Inc., the nation’s oldest fundraising firm, specializes in capital campaign direction, major gift development and strategic planning. Our services tailored to meet an organization’s individual culture and needs. With a strong Catholic background, we bring... Read More →


Friday September 13, 2013 10:30am - 11:00am
Longhorn BC

11:15am

10 Things I Wish I'd Known.....

Anticipating times or events that will require informed decisions is always helpful, especially for those new to Development or new to an existing Development office.  That is what this presentation explores.

 Maintaining a small office which has developed a significant Development program over the past 20 years, the presenters explore these decision crossroads with some practical ideas.



...

Moderators
SE

Sr. Eleanor Granger, OSF

Director of Development, Sisters of St. Francis of Rochester

Speakers
avatar for Br. Hugh Turley, FMS, CFRE

Br. Hugh Turley, FMS, CFRE

Co-Director of Development, The Marist Brothers, Provincial Development Office
Br. Hugh P. Turley, FMS, CFRE is a Marist Brother and holds his BS, MS and Ph.D. degrees from Marist College, Fordham University, and Catholic University of America respectively. Br. Hugh and Paulette Karas designed, implemented, and directed a comprehensive development program for... Read More →
avatar for Paulette Karas, CFRE

Paulette Karas, CFRE

Co-Director of Development, The Marist Brothers, Provincial Development Office
Paulette has been with the Marist Brothers, NCDC Active Member, since the inception of their development office.  Together with Br. Hugh Turley, Paulette co-directs a comprehensive development and fundraising program for the Province of the United States.  Paulette is a CFRE and... Read More →


Friday September 13, 2013 11:15am - 12:45pm
Grapevine 5

11:15am

Advancing the Mission - Developing a Culture of Diocesan Philanthropy
Developing a culture of philanthropy in dioceses parishes and Catholic-based non profits isn't
always an easy thing to accomplish.

We will discuss strategies and best practices for successfully growing engagement for your Mission.

Moderators
avatar for Tiffany Fortier

Tiffany Fortier

Vice President of Sales, Marketing, Client Relations, FISC Solutions
Tiffany Fortier serves as Vice President of Sales, Marketing and Client Relations at FISC Solutions, a nationwide back office processing service company. She is responsible for the overall coordination, management, and leadership of FISC’s sales, marketing, and client relation divisions... Read More →

Speakers
avatar for Sarah O. Hanley

Sarah O. Hanley

Director of Appeals, The Catholic Foundation of Greater Philadelphia
Sarah O. Hanley is the Director of Appeals at The Catholic Foundation of Greater Philadelphia.  She is responsible for the annual Catholic Charities Appeal for the Archdiocese of Philadelphia as well as the St Charles Borromeo Seminary Appeal.  These combined appeals raise in excess... Read More →


Friday September 13, 2013 11:15am - 12:45pm
Grapevine 4

11:15am

Cyber Security Reality: We Are All Under Attack By Cyber Criminals



The presentation and panel discussion will help inform and educate attendees on the risk that exists now that our personal information is electronic and available on extremely mobile devices.

Cyber criminals are working 7X24 to gain access to your bank accounts, steal your identity, file your income tax return, buy a house in your name, and possibly damage your professional relationship with clients or donors.  Cyber experts will clarify cyber terms and discuss the current state of the nation.   You will learn how cyber criminals obtain your information and how to be proactive in guarding your online information.

 

 

 

 


Moderators
CY

Curtis Yarlott

Executive Director, St. Labre Indian School

Speakers
avatar for Brett J. L. Landry, Ph.D.,CISSP, CEH, CISA, CRISC, ACE

Brett J. L. Landry, Ph.D.,CISSP, CEH, CISA, CRISC, ACE

Associate Dean and Associate Proofessor, Director, Center for Cyber Security Education, University of Dallas College of Business
Dr. Landry has worked in IT and Cybersecurity for more than twenty years in both the private and public sectors and joined the University of Dallas in the Fall of 2006 following six years of teaching at the University of New Orleans. He is an Associate Professor and Director of the... Read More →
avatar for Sandra J. Blanke, Ph.D.,CISSP,CRISC

Sandra J. Blanke, Ph.D.,CISSP,CRISC

Assistant Professor and Deputy Director, Center for Cybersecurity Education, University of Dallas College of Business
Sandra J. Blanke received her Ph.D. in Computer and Information Science from Nova Southwestern University - Ft. Lauderdale, Florida.   She is currently serving as an Assistant Professor of Management at the University of Dallas.  Dr. Blanke teaches courses in CyberSecurity, Technology... Read More →
avatar for John R. South

John R. South

Chief Security Officer, Heartland Payment Systems
As the Chief Security Officer of Heartland Payment Systems, John South leads the company’s security and IT compliance programs which encompass the protection of sensitive data through risk and threat modeling and compliance with internal as well as industry and regulatory obligations.  Recently... Read More →


Friday September 13, 2013 11:15am - 12:45pm
Grapevine 6

11:15am

Emerging Trends for Catholic Marketers- Don't Be Left Behind


This presentation will uncover the latest trends in integrated marketing and fundraising, and specifically explain how variable-data technologies are used to link together various media within a multi-channel campaign. Learn how direct mail, email, personalized microsites, social media, and mobile devices are linked through the use of QR Codes, Mobile-optimized email and landing pages, and Personalized Microsites (PURLs). This presentation will also reveal simple methods to get started using your EXISTING constituent data to create highly personalized and relevant print and digital media that are complimentary (not contradictory!). Whether your organization is using just a few or dozens of different media channels, these latest trends in integrated marketing will be useful to you. Specific examples of integrated media will be shown, including case-study data of multi-channel campaigns from the School Sisters of Notre Dame, Atlantic-Midwest Province. Attendees will leave with an understanding of how to execute campaigns that use alternatives to traditional, one-message-to-all, static communications. NOTE: This presentation is a follow-up to the “Digital & Direct Mail” presentation done at the 2012 Nashville conference

 

In this session you will learn:

 

The latest trends in Integrated Marketing (how constituents are seeing your communications)

Best practices for Mobile Optimization in Email and Websites

To Understand how to integrate digital and direct mail media in a single campaign

 

Moderators
SF

Suzanne Florence-Zavatter

Manager of Donor Development, The Association of Marian Helpers

Speakers
avatar for Charles Fraga

Charles Fraga

President, Direct Development
Charles Fraga is President of Direct Development, a marketing firm he started in 1984, with offices in Washington, DC and Portland, OR.  He has over 30 years experience consulting with a wide variety of non-profits, specializing in Catholic organizations.  Over the years Charles... Read More →
avatar for Tony Fraga

Tony Fraga

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

Leslie A. Lopez

Director of Mission Advancement, School Sisters of Notre Dame, Atlantic-Midwest Province
Leslie A. Lopez is the Director of Mission Advancement for the School Sisters of Notre Dame, Atlantic-Midwest Province, NCDC Active Member. Over the past 10+ years, Leslie has advised religious, healthcare, educational, international, community development, and arts organizations... Read More →


Friday September 13, 2013 11:15am - 12:45pm
Grapevine 2-3

11:15am

Navigating and Integrating Social Media with Current Practices

Imagine a continuing low-cost dialogue with your supporters where you can share with them successes and events as they happen and listen to them share their joys concerns and passion for your mission. An online social media program of any size can do that for you, if you can get past internal fears and stumbling blocks, and if you can execute even a modest program without major effort or risk.





Moderators
avatar for Allison Hewitt

Allison Hewitt

Executive Director of Development, Marianist Province of the US

Speakers
avatar for Elizabeth Cotter

Elizabeth Cotter

Director of Advancement, SJHA
Elizabeth Cotter’s background is in fund raising for Catholic schools and religious orders. She has experience building development teams from the ground up. She is also versed in utilizing creative communication plans that re-connect lapsed donors to organizations’ missions... Read More →
avatar for Sr. Anastasia Lott, MM

Sr. Anastasia Lott, MM

Development Director, Maryknoll Sisters of St. Dominic, Inc.
Bush missioner trying to make God's love visible.


Friday September 13, 2013 11:15am - 12:45pm
Austin 1-2

11:15am

Secret Keys to the Major Gift Treasure Chest




Ever wondered why some organizations secure major gifts and others do not?  Does your organization rarely receive major gifts - yet need more? Could an extra $10,000 - $20,000 - $50,000 or more each year help your organization?  Learn the keys that can open the treasure chest of major gifts.

But, knowing the keys is not enough!  The secrets are in knowing which way to turn the keys and which locks are opened by which keys!

This session will:


  • provide you with the keys, 

  • match keys to locks, 

  • most importantly - show you how to use the keys to open the locks.


 

 

Moderators
TO

Timothy Olmstead

Director of Direct Response, Catholic Medical Mission Board, Inc.

Speakers
avatar for Gary P. Broussard

Gary P. Broussard

President and Head Coach, GPB Associates, LLC
Gary Broussard has held leadership roles in nonprofits ranging from department head to directorships to the executive level. Including serving as Executive Director of the Central Arizona College Foundation and as Vice President for Institutional Advancement at St. Gregory's University... Read More →


Friday September 13, 2013 11:15am - 12:45pm
Fort Worth 6

11:15am

The Creation and Implementation of a Gift Policy and Marketing Planned Giving

Reports say that trillions of dollars are going to be transferred to the next generation. But how do you have the nets in place to catch it?

In this session, you’ll learn the basics of establishing a gift acceptance policy.


  • -       What do you say to a person wanting to give you a piece of property?

  • -       Where do people go if they want to learn how to give a gift of stock?

  • -       How do you sort out a gift of closely held stock in a family company?

  • -       What kind of wording should a donor use if they want to leave your nonprofit in their estate?


We’ll look both at the basics of a setting up a gift policy for your attorney to review and we’ll explore ways to market different gift options to your donors. We’ll even look at identifying some of your easiest prospects. 

Note: While we’ll be exploring cursory legal issues, this session should not be deemed as legal advice. This is offered as one fundraising practitioner to another.


Moderators
RB

Richard Balmadier

Director of Planned Giving, Catholic Relief Services

Speakers
avatar for Marc Pitman

Marc Pitman

Founder, FundraisingCoach.com
Marc A. Pitman is the author of “Ask Without Fear!” and founder of FundraisingCoach.com and the weekly email service “Fundraising Kick.” Marc’s expertise and enthusiasm has caught the attention of such organizations as Reuters, CBS, Fox News, and the Chronicle of Phi... Read More →


Friday September 13, 2013 11:15am - 12:45pm
Fort Worth 5

11:15am

The PLAN-A Strategic Planning Process


This session will teach participants how to structure and facilitate an organizational strategic planning process and to develop an actionable plan with accountability.

At conclusion, participants will be able to:

1) prepare the appropriate foundation and define the lenses with which to view the plan;

2) guide the analysis to develop the plan, and;

3) create a no-nonsense plan with ownership and accountability.

 

 

Moderators
avatar for Patricia Regan, CFRE

Patricia Regan, CFRE

Executive Director of Development, Trinity Missions
Pat has been with Trinity Missions, the fundraising office of the Missionary Servants of the Most Holy Trinity, for 27 years. She leads all aspects of an integrated fundraising program, including planned giving and major gifts, grant writing, direct mail, digital marketing, monthly... Read More →

Speakers
avatar for Daniel Conway

Daniel Conway

Senior Vice President for Planning, Marketing and Advancement, Marian University
An internationally known author, speaker and consultant on stewardship themes, Dan Conway has more than thirty years of experience helping Catholic organizations in strategic planning, communications, stewardship education, and development.   Dan joined the staff of Marian University... Read More →
avatar for Daniel Neel

Daniel Neel

President, The Fundraising Resource Group
Daniel Neel, president of The Fundraising Resource Group, has more than 28 years of professional fundraising and financial services experience. He has designed, directed and led fundraising programs that have significantly increased operational funding and provided over half a billion... Read More →


Friday September 13, 2013 11:15am - 12:45pm
Fort Worth 7

11:15am

Turning Warm Constituents Into Donors


In addition to your “cold” acquisition efforts, you also have plenty of “warm” opportunities: reaching out to prospects that already have a connection with your organization. In this enlightening session, you’ll learn how to identify constituents who are most likely to become direct response donors, and how to develop the best strategies to convert them.

 

In this session you will learn:

How to mine your organization’s constituents for the best prospects – and prioritize them: event participants from walks/runs/rides, special event/gala attendees, volunteers, peer to peer donors, and online advocates.

 

The 6 proven techniques to get, keep and grow these constituents into loyal and valuable direct marketing donors

From case studies of other organizations that have successfully created long term constituent conversion programs, with outstanding long term results

Moderators
LM

Lisa Mulholland

Good Sheperd Development Office

Speakers
avatar for Cara Marinelli

Cara Marinelli

Account Director, LW Robbins
Cara Marinelli joined LW Robbins in 2003. Cara has over 15 years direct marketing experience with a focus on integrated marketing strategy, analytics and implementation.  As an Account Director, she has managed several of the agency’s largest, most sophisticated direct response... Read More →
avatar for Bryan Terpstra

Bryan Terpstra

Senior Vice President and Senior Strategist, Client Services, LW Robbins
Bryan has over 20 years of direct marketing fundraising experience. Over the course of his career, he has managed strategy, production, and analysis for a number of large nonprofit organizations. At LW Robbins, Bryan leads the Client Services Fundraising team and serves as senior... Read More →


Friday September 13, 2013 11:15am - 12:45pm
Grapevine 1

12:45pm

Round Tables- Session 1
Don’t miss this important opportunity to network with others in an informal setting!  We will host several roundtables on different fundraising topics – you choose which to attend!

Boxed lunches will be available for purchase.


#   Title   Facilitator

1.   Just been appointed Development Director?  What do you need to know?  Mike Browne, Browne Innovation Group

2.  More Revenue, Smoother Cash Flow& Easy to Use 
John Biskner, ParishSoft

3.  SHOW & TELL: The Most Award Winning Results-Generating & Cost Effective Direct Mail

4.  Packages in the industry in 2013 
Cheryl Keedy, Production Solutions

5.  Finding Major Gift Prospects Among your Direct Mail Donors! 
Sarah Tedesco, DonorSearch.net

6.  Be Not Afraid--of Video   Christopher Salvador, New Group Media

7.  Getting the Most from your List Broker  Sean Kehoe, Trinity Direct

8.  Catholic Pilgrimages for long and short term fundraising and building relationships  Bob Faucett, Unitours Catholic Pilgrimages

9.  Online Credit Card Scams You Should Care About Bob Wesolowski, Caring Habits, Inc.

10.  How to Convert your Frequent Flyers into Frequent Donors!  Tiru Irani, Far Horizons

11.  The Hispanic Donor Randall Anderson, Listen Up Espanol

12.  Using Models to Achieve Huge Breakthroughs in Lapsed Reactivation  Bryan Terpstra, LW Robbins

13. Starting and Growing a Monthly Giving Program  Erica Waasdorp, DMW Direct

14. Engaging High Commitment Donors Through Direct Mail Program and On-line Channel Integration  Jeff Bowden, Calmark Group


Friday September 13, 2013 12:45pm - 1:45pm
Longhorn BC

2:00pm

Round Tables- Session 2
Don’t miss this important opportunity to network with others in an informal setting!  We will host several roundtables on different fundraising topics – you choose which to attend!

Boxed lunches will be available for purchase.


# Title  Facilitator

1.  How to Raise Money Without Direct Mail…going digital..an overview  Mike Browne, Browne Innovation Group

2.  Diocesan Development: Supercharging Your Efforts with Big Data  John Biskner, ParishSoft

3.  Reaching Gen-X,Gen-Y and Millennials with Personalized Marketing  Tony Fraga, Direct Development

4.  Website & Digital Communications Best Practices  Anthony D'Arco & Katie Price, DesignBig Dreams

5.  Shrinking Donor Universe? Bring High-Value Catholic Donors to the Table!  John Spencer, Wiland Direct

6.  Working with A Broker: Tips, Tricks and Traps  Geoff Batrouney, Estee Marketing Group, Inc.

7.  Optimizing Through Merge Purge  Sean Kehoe, Trinity Direct

8.  Are you ready to begin New Donor Acqusition? Come learn the basics  Leslie Pulford, MeritDirect, LLC

9. Turning Email Blasts into Online Giving Bob Wesolowski, Caring Habits, Inc.

10. Where Do I Begin? Sharing and Networking for Newer Development Programs with Limited Staff and Resources) Diane Brondyke, Sisters of the Presentation of the Blessed Virgin Mary
 
11. The Hispanic Donor Randall Anderson, Listen Up Espanol

12. Brainstorming Session: Acquisition Ideas Specifically for Smaller Advancement Offices (and Budgets!) Tom Sims, Missionary Servants of the Most Blessed Trinity
 

Friday September 13, 2013 2:00pm - 3:00pm
Longhorn BC

3:00pm

3:45pm

Fundraising: What are the Blessings for Leadership?

Is fundraising viewed as a blessing or a burden? What is Leadership’s role in fundraising today? What are you doing to ensure that your mission and vision is carried out through your fundraising efforts?

Learn hands-on strategies so you may better understand how and why fundraising is truly a blessing— and gain a greater understanding of your Leadership’s role and why it is crucial to fundraising success.

Participants will:

Get an overview of the spirituality of the ministry of fundraising

Have an understanding of fund raising as an extension of mission and vision

Learn why Leadership is essential in the development process

 

Moderators
avatar for Lynn Edmonds

Lynn Edmonds

President, L. W Robbins
                                 Lynn Edmonds is a nationally recognized industry leader who has developed innovative fundraising programs for scores of nonprofit organizations during her 35 year career. She joined LW Robbins in 1999 as Executive... Read More →

Speakers
avatar for Sr. Jude Ruggeri A.S.C.J.

Sr. Jude Ruggeri A.S.C.J.

Development Director, Apostles of the Sacred Heart of Jesus
Sister Jude Ruggeri is a member of the Congregation of the Apostles of the Sacred Heart of Jesus.  She is the Executive Director of Sacred Heart Villa, an early childhood development center, owned and operated by her congregation in Saint Louis, MO.  One of Sister Jude’s primary... Read More →
avatar for Dawn M.S. Miller, CFRE

Dawn M.S. Miller, CFRE

Director of Consulting, Fund Development Services, Zielinski Companies
Dawn joined Zielinski Companies (NCDC Corporate Partner) in 2004, where she leads religious institutes and non-profits with an education-based approach to fundraising/mission advancement initiatives that are integrated with marketing/communication strategies. Throughout her 20+ year... Read More →
avatar for Marian Wolaver

Marian Wolaver

Director of Operations and Development, Servants of the Paraclete
Marian Wolaver, M.Ed is Director of Operations and Development for the Servants of the Paraclete (NCDC Active Member). Marian’s 30 years of fundraising experiences range from development office start up at Ursuline Academy in St. Louis to founding Executive Director of Covenant... Read More →


Friday September 13, 2013 3:45pm - 4:45pm
Fort Worth 7

3:45pm

Jump Start Your Social Media Efforts in 60 Minutes a Day or Less


You have a facebook page, a twitter account, Google+ and Pinterest all up and running. Now what? In this session you'll learn practical ways to jump start your social media program and engage constituents more fully in 60 minutes a day or less.

In this session you will learn:

To understand the strengths and weaknesses of each channel

To identify goals for each channel

The practical steps to re-energize your social media efforts but then keep it going

 

 

Moderators
JK

Jeff Kortz

Production and Purchasing Manager, Sacred Heart Southern Missions

Speakers
avatar for Chris Bell

Chris Bell

President and Executive Director, Good Counsel Homes
              Christopher Bell, president and executive director of Good Counsel, an unique, comprehensive program for homeless mothers and babies, began in Hoboken, New Jersey, during 1985. Christopher co-founded Good Counsel along with Fr. Benedict Groeschel, CFR, Ph.D... Read More →
avatar for Mark Loux

Mark Loux

Senior VP Strategy and Client Services, Douglas Shaw & Associates
A third generation fundraiser, Mark Loux has helped hundreds of not-for-profit organizations raise funds they need through innovative and effective direct response strategies, for more than 30 years. His outside-the-box approach to strategy has resulted in break-through tactics that... Read More →


Friday September 13, 2013 3:45pm - 4:45pm
Grapevine 2-3

3:45pm

Monthly Giving: How to Make the Sleeping Giant Roar

This is a session aimed at organizations that have existing monthly giving/sustainer programs. You’ll hear examples from different media used and successes organizations have had converting their donors to this way of sustained giving. You’ll also hear unique sustainer statistics and trends from the overall nonprofit industry and catholic organizations in particular.

In this session you will learn:

How to bring in new monthly donors

How to upgrade your current monthly donors

How to retain and convert existing monthly donors to stay with you.

 

 

Moderators
TD

Tania Dirks

Director of Development, RKG Fundraising Services

Speakers
avatar for Nicola Bach

Nicola Bach

Senior Fundraising Analyst, Target Analytics
    Nicola Bach is a Senior Fundraising Analyst with Target Analytics, a division of Blackbaud. In this role, she is responsible for analyzing donor giving trends based on Target Analytics donorCentrics products, and presenting the findings of this analysis to clients. Prior to... Read More →
avatar for Mark Etling

Mark Etling

Donor Development Manager, Missionary Association of Mary Immaculate, Oblate Missionary Society, Inc.
Mark Etling is Donor Development Manager for the Missionary Association of Mary Immaculate (MAMI), NCDC Active Member in Belleville, Illinois. MAMI is a division of Oblate Missionary Society, Inc. the fundraising organization for the Oblates’ United States Province. Mark is involved... Read More →
avatar for Erin Monfort

Erin Monfort

Campaign Specialist Annual Giving, Catholic Relief Services
With over 32 years of production experience, Erin has spent the last 16 years working in the nonprofit industry, both on the client and vendor side.  Working with health-related and faith-based charities, she specializes in print production, and helps streamline processes that yield... Read More →
avatar for Erica G. Waasdorp

Erica G. Waasdorp

Senior Fundraising Consultant, DMW Direct
    Erica lives and breathes direct response and fundraising and can be considered a “philanthropoholic.”  Building partnerships and trying to find the best solution for members and donors and thus clients' needs are what Erica does best. Her multi-lingual skills and multi-cultural... Read More →


Friday September 13, 2013 3:45pm - 4:45pm
Grapevine 1

3:45pm

More Talk About the Future

Join Simone to probe more deeply into her morning plenary. Talking together. Exploring the cage-rattling questions that leaders ask, the vantage points that leaders examine. And how fundraisers – with the power of the purse – can act proactively, purposefully, and courageously.

 


Moderators
SC

Sr. Cathy Katoski OSF, CFRE

Director of Development, Sisters of St. Francis of Dubuque, IA

Speakers
avatar for Simone Joyaux, ACFRE, Adv Dip

Simone Joyaux, ACFRE, Adv Dip

Board development. Fund development, Joyaux Associates
Tom made me a t-shirt with:SIMONEon the front. It took me a few seconds to figure out what that meant.Then Pal Ashley began calling me D.J. Sim One.And now I’m attracted to rocks for gardens. So now Tom calls me Sim One Rock Hunter.I’m an expert in governance, strategic planning... Read More →


Friday September 13, 2013 3:45pm - 4:45pm
Fort Worth 5

3:45pm

Social Media Tips to Get Into the Game

It’s Game Time! Get ready for the game of your life- Social Media style! We will take on social media, one “quarter” at a time- with an exciting “halftime” presentation featuring the “ROI’s!”


We will work as a team to solve common barriers to entry, choosing the right platform, and policy/management techniques! We will be covering “Bringing the Win Home!” by establishing good policy standards. Everyone will leave a Champion of Social Media! 

 






...

Moderators
SK

Sr. Kathleen Murphy, CND

Director, Mission Advancement, Congregation of Notre Dame

Speakers
avatar for Anthony D'Arco

Anthony D'Arco

Owner, Design BIG Dreams
I am a graphic designer and web developer. I got my start working at St. Vincent de Paul Center on the North side of Chicago. From there I moved onto Old St. Patrick's Church in the West loop of Chicago where I was in charge of creating all print and electronic communications. Since... Read More →
avatar for Design Big Dreams

Design Big Dreams

Partner, Design BIG Dreams
Design BIG Dreams combines the digital marketing field with the fundraising field to promote Catholic Missions. We create and maintain your digital plan, from your website to online giving we are the infrastructure to support your big visions and missions. We ensure organizations... Read More →


Friday September 13, 2013 3:45pm - 4:45pm
Grapevine 5

3:45pm

Tell Me A Story: How to Use the Power of Storytelling to Break Through the Clutter
You’ve got the facts and figures to explain your mission and ministries, but it’s not enough.  What’s missing?  The story that makes someone care!  There’s a reason why great stories help fundraisers raise more money. 

In this session you will:

Find out why stories make a difference, as well as the elements that are essential for maximum impact.  This session will help you use the art of storytelling to compel a response.

 

Moderators
avatar for Fr. Charles F. Shelby, C.M.

Fr. Charles F. Shelby, C.M.

Vice Chancellor, Office of Advancement, DePaul University
Since September 2005 Rev. Charles F. Shelby, C.M., has served as a Vice Chancellor at DePaul University in Chicago.  His duties are university-wide and include promoting the Vincentian and Catholic mission of the university, public relations, fund-raising, and correspondence.  Father... Read More →

Speakers
avatar for Bonnie O'Neill Meyer, CFRE

Bonnie O'Neill Meyer, CFRE

Executive Vice President, Meyer Partners
As a principal and Executive Vice President of Meyer Partners, Bonnie provides counsel and direct response fundraising services to nonprofit organizations across the United States.  Her expertise encompasses copywriting, strategic creative direction, market research, and data analysis... Read More →
avatar for Sr. Kathleen Lunsman, IHM, CFRE

Sr. Kathleen Lunsman, IHM, CFRE

President, SOAR!
Sister Kathleen Lunsmann, IHM, CFRE is responsible for all aspects of fundraising, including direct mail, donor events, planned giving, corporate giving and major donor solicitation.  As President of Support Our Aging Religious, she works with many congregations of religious men... Read More →


Friday September 13, 2013 3:45pm - 4:45pm
Austin 1-2

3:45pm

Using Marketing Techniques to Build Donor Relationships--Demystifying Major Gifts

The techniques that vendors to NCDC (and to all companies) use every day can be fruitfully applied to the cultivation and winning of Major Donors.

 

Learn how to succeed with your donors: 
·        By listening to your prospective donor when you meet instead of talking

·        Ways to increase the success of your sales pitch

·        How to make the donor sell themselves on your idea


Moderators
avatar for Tom Sims

Tom Sims

Director of Mission Advancement, Missionary Servants of the Most Blessed Trinity

Speakers
avatar for George C. Ruotolo, Jr., CFRE

George C. Ruotolo, Jr., CFRE

Chairman and CEO, Ruotolo Associates, Inc.
George Ruotolo is currently serving as Chair of the Ramapo College of New Jersey Board of Trustees. Also, he was a founding member of the Ridgewood Educational Foundation, Ridgewood, NJ.  In addition, he worked with the President of Niagara University on a major capital campaign... Read More →
avatar for Ana Dabrowski

Ana Dabrowski

Associate, Ruotolo Associates, Inc.
 Ana Dabrowski has spent her career focused in non-profit development and volunteerism. Her experience includes special events, volunteer management, strategic planning, board stewardship, project management, marketing and creative fundraising initiatives. She brings great passion... Read More →


Friday September 13, 2013 3:45pm - 4:45pm
Fort Worth 6

6:00pm

Evening Recommendation: Grapefest in Grapevine
Discover a world of possibilities at the 27th Annual GrapeFest, a four-day family-friendly festival for all members of the family in Historic Downtown Grapevine. Guests will discover a variety of new wines, new vendors, new bands and more throughout GrapeFest, the largest wine festival in the Southwest.

Transportation is available through the Gaylord Texan concierge.


Friday September 13, 2013 6:00pm - 11:30pm
Downtown Grapevine

6:00pm

Evening Recommendation: The Glass Cactus on Lake Grapevine

When the Texas sun sets, the Glass Cactus Nightclub comes alive. Dance to nightly performances by music’s hottest national and local acts. Enjoy creative cocktails on our outdoor deck, sample succulent club cuisine, and groove to the sounds of great DJs on a 2000-square-foot dance floor—bathed in a million dollars of lights.

Free admission before 8 p.m; there is a $10 cover charge after 8 p.m. on days of non-ticketed events.

 


Friday September 13, 2013 6:00pm - 11:30pm
Glass Cactus Nightclub

12:00am

Prayer Room Open
The 24 hour Prayer Room is open to all from Thursday, September 12 at 8:00 am – Saturday, September 14 at 4:15 pm.

Saturday September 14, 2013 12:00am - 4:15pm
Fort Worth 4
 
Saturday, September 14
 

7:30am

Registration Desk Open
Saturday September 14, 2013 7:30am - 4:30pm
Grapevine Ballroom

8:00am

Continental Breakfast
Sponsors
avatar for Estee Marketing Group, Inc.

Estee Marketing Group, Inc.

Estee Marketing Group, Inc
Estee Marketing Group is a full service List Brokerage and List Management company specializing in the Catholic marketplace. We provide New Donor-acquisition strategies and tactics that enable our fundraising clients to cost-effectively and efficiently raise much-needed funds. Estee... Read More →


Saturday September 14, 2013 8:00am - 8:45am
Longhorn BC

8:00am

8:45am

Annual Planning and Budgeting: What You Need to Know to Do It Right


Growing your organization is essential, but how? Make a plan and create a budget. This session will uncover the process of developing a plan and budget that work together to support growth within an organization.

In this session you will learn to:

Understand Strategic Plan

Understand Basic Budget Development

Understand the relationship of the strategic plan to the budget

Moderators
SM

Sr. Mary Paul Asoegwu

Director of Development, Daughters of Divine Love Congregation

Speakers
avatar for Louise Moore, CFRE

Louise Moore, CFRE

Vice President, Cull Martin & Associates, Inc.
Cull Martin & Associates specializes in complete fundraising services for non-profit organizations including: ;strategic planning  donor and acquisition programs; name list management; copy, design and execution; printing and mailing services; direct response advertising;  development... Read More →
avatar for Anne Marie Gardiner

Anne Marie Gardiner

Director of Development, Passionist Missionaries
Anne Marie Gardiner is the Director of Development for the Passionist Missionaries, Eastern Province.  She has over 25 years in Development, working with men and women religious Congregations.  Anne Marie sits on the Passionist Volunteers International Board, the Seton Associate... Read More →


Saturday September 14, 2013 8:45am - 9:45am
Grapevine 5

8:45am

Case Study: Board Development--View, Voice, Vote and Veto: Engaging Your Volunteers at the Appropriate Level
Whether your fundraising program is under the oversight of an independent board of directors or you simply enlist a committee of volunteers to assist your fundraising efforts, it is essential to have clearly defined expectations of volunteer roles and responsibilities.  Often, volunteer committees morph into board-like fiduciary responsibilities… and the volunteers then become angered when the organization attempts to “rein them in.”  This session will look at the different levels of volunteer engagement, determine some appropriate boundaries, and discuss strategies for communicating those boundaries to your volunteers.

In this session you will learn to:

Clearly identify and understand the type of volunteer board that your organization has

Develop appropriate boundaries, roles and responsibilities for your volunteers

Communicate those boundaries to your volunteers in a way that sustains their relationship to the organization

 

 

 

Moderators
VL

Vicki Lester

President, Huntsinger & Jeffer, Inc.

Speakers
avatar for James G. Coller

James G. Coller

Board Member, Hospital Sisters of St. Francis Foundation
James currently serves on the Board of the Hospital SIster's of St. Francis Foundaation.Now retired, his previous experinece includes: President and Chief Ececutive Officer for St. Vincent's and St. Mary's Hospital Medical Center, Green Bay, Wisconsin and President of the Hospital... Read More →
avatar for Dan McCormack

Dan McCormack

President, Hospital Sisters of St. Francis Foundation
            A native of St. Louis, Dan McCormack received his B.A. from Rice University and his J.D. from Tulane University.              He has held administrative and/or fund development roles with The Methodist Hospital System, Texas Heart Institute, Rice... Read More →


Saturday September 14, 2013 8:45am - 9:45am
Fort Worth 7

8:45am

Case Study: Rubbing the Genie's Lamp: Using Wealth Screening to Identify Major Gifts Prospects
Information technology is rapidly expanding the ability of fund development programs to access and utilize a wide range of financial information about our constituents.  It’s never been easier to locate “the millionaire next door.”  But just because information is available, doesn’t mean that it’s actionable; many development programs pursue wealth screening, but then don’t know what to do with the data once they have it.  For those organizations that have the data and know how to use it, are they using it correctly… and ethically?

In this session you will learn to:

Understand the wealth screening tools available, and how they work

Consider whether your fund development program would benefit from wealth screening your database, and—if so—in what way?

Explore the ethical considerations inherent in using an individual’s personal financial information

 

 

 

Moderators
GA

Guy Adams

President & CEO, The Christian Appalachian Project

Speakers
avatar for Carole Rylander, CFRE

Carole Rylander, CFRE

Principal, Rylander Associates
I am passionate about delivering insight and inspiration and empowering non-profit board and staff leadership to create operational synergy, share their vision for the future, engage donors and maximize mission impact. I energizes board and staff leaders and draw upon more than 28... Read More →
SD

Sharon Diaz

Associate Director of Philanthropy, Donor Acquisition, Scott and White Healthcare Foundation
avatar for William Tedesco

William Tedesco

CEO, DonorSearch
Bill Tedesco is a well-known entrepreneur in the field of philanthropy with over fifteen years of experience at the helm of companies serving the fundraising profession. He has personally conducted original research to identify markers of philanthropy and has developed a how to guide... Read More →


Saturday September 14, 2013 8:45am - 9:45am
Fort Worth 6

8:45am

Case Study: What Could I Do Better To Grow My Active Donor Base?

Growing an active donor base is an ongoing process of analysis and best practices. In this session, we'll first discuss the key ways to analyze your current donor base based on demographics, giving history, relationships to your organization and more.

The next step in growing an active donor file is applying best practices, in the form of best-of-breed processes and tools, to provide strategy and structure to your efforts. Learn more about developing projections, managing opportunities, employing a management system and exploiting data from sophisticated marketing tactics like online giving and direct marketing.

The case will aggregate information from various real-world nonprofits who actively and continually seek to grow their donor files.

Participant outcomes include:

·         Greater knowledge of relevant donor data analysis and its role in file growth

·         Best practices to apply immediately in participants' organizations


Moderators
RB

Renee Brueckner

Operations Director, Association of The Miraculous Medal

Speakers
avatar for Grace Lazzara

Grace Lazzara

Marketing Communications Director, SofTrek Corporation
Grace Lazzara is a marketing professional who has gained a wide-ranging perspective on donor/customer acquisition based on her 25+ years of experience in nonprofits, agencies and corporations.  She is marketing communications manager for SofTrek Corporation, developer of ClearView... Read More →


Saturday September 14, 2013 8:45am - 9:45am
Grapevine 1

8:45am

Case Study: WWYD? Let's Explore Together

In this session the participants will be asked to consider three different planned giving scenarios. Through dialog the group will explore together how best to act in each of the cases presented.

Conclusions will be drawn from the discussion of each case to identify what is best practice for organizations and individuals engaged in planned giving.

 


Moderators
avatar for Lisa Quist

Lisa Quist

Manager of Gift Planning, Maryknoll Fathers and Brothers
           

Speakers
avatar for Margaret Cuccinello

Margaret Cuccinello

Vice President for Mission Advancement, St. Edmund's Retreat
Margaret Cuccinello began her career in development in 1995 with the New York Province Jesuits and currently serves as Vice President for Mission Advancement at St. Edmund’s Retreat. “Personally, it is fulfilling for me when donors share their stories and I am able to help them... Read More →


Saturday September 14, 2013 8:45am - 9:45am
Fort Worth 5

8:45am

How To Measure Your Social Media Effectiveness Using Free and Inexpensive Tools
You probably spend a lot of time on your organization’s social media efforts, but how do you know if you’re being effective?  This workshop will focus on Twitter and Facebook, looking at specific indicators to help you see how you’re doing, and digging into several free or low-cost tools that will help you measure your effectiveness over time. 

You will walk away with very practical tips and handouts, including a list of useful tools to help you measure your social media efforts.

Moderators
SM

Sr. Marie Angele, RSM

Director of Development, Sisters of Mercy- West Midwest Community

Speakers
avatar for James Stipe

James Stipe

Digital and Visual Media, Catholic Relief Services
Jim Stipe manages several social media platforms in his role in Digital and Visual Media at Catholic Relief Services.  Drawing upon his 23 years of experience as a community organizer, photographer and communicator with non-profits such as Bread for the World, the Congressional Hunger... Read More →


Saturday September 14, 2013 8:45am - 9:45am
Grapevine 2-3

8:45am

Tailoring a Donor-Centric Fundraising Work Day for Planned Giving and Major Gifts

This session will show how you can tailor your work day so as to heighten donor relationship building communications; yielding in increased major gifts, increased planned giving and increased benefactor organizational involvement. This presentation will also include the use of social media communications as a vehicle to reach a younger and growing segment of our donors.

In this session you will learn:

To focus on measures you can employ daily to increase your major gifts yield

A basic level of prospect research

How to use social media in daily efforts to enhance donor relationship building

 

Moderators
GH

Geraldine Hemmings-Salgado

Director of Development, Franciscan Friars - TOR

Speakers
avatar for Chris Hochstetler

Chris Hochstetler

Director of Fund Development, Columban Fathers
...when the question is of moral worth, it is not with the actions which we see that we are concerned, but with those inward principles of them which we do not see. - Immanuel Kant Chris is the Director of Fund Development for the Missionary Society of St. Columban. He specializes... Read More →


Saturday September 14, 2013 8:45am - 9:45am
Fort Worth 1-2

10:15am

Growing Donors And Revenue Through Strategic Direct Response


Applying proven direct marketing principles and techniques in your online and offline communications can help you produce more revenue, increase response, and grow donor loyalty. This session will review many of these time-tested strategies, offers, and other message-enhancing principles – then show you how to apply them across all your media channels.

In this session you will learn:

To look at communications and media from a potential donor's perspective

How to help your advertising generate income (and donors)

To discover how simple changes to your website and other on- and off-line media can strengthen your message and enhance your revenue

 

 

Moderators
KD

Karol Devitt

Direct Mail Director, Medical Mission Sisters

Speakers
TB

Tereza Byrne

Global Fundraising and Communications, Childfund International
avatar for Willis Turner

Willis Turner

Senior Writer, Huntsinger & Jeffer, Inc.
Willis was an experienced writer and creative director in the traditional advertising world for over 20 years before he made the switch to fundraising. He has developed a strong reputation for his work with religious and social services organizations (including Catholic Charities... Read More →


Saturday September 14, 2013 10:15am - 11:15am
Grapevine 1

10:15am

Pilgrimage Travel Fundraising

This workshop will explore the myriad values, techniques and possible destinations of Development hosted International Catholic Pilgrimage tours. I.e. Fundraising Finances, Specialized destinations connected with host ministry or history, relationship building during pilgrimages, introducing new donors to the host ministry, etc.

 

Participants Explore Pilgrimages as source of short term and long term fundraising

Experienced Pilgrimage hosts share ideas, successes and failures with other development personnel

Experienced Pilgrimage hosts learn new techniques and skill in successful pilgrimage hosting







...

Moderators
avatar for Sr. Anastasia Lott, MM

Sr. Anastasia Lott, MM

Development Director, Maryknoll Sisters of St. Dominic, Inc.
Bush missioner trying to make God's love visible.

Speakers
avatar for Bob Faucett

Bob Faucett

Vice President, Unitours, Inc.
Bob Faucett is Vice President and Director of Religious Tours for Unitours, Inc of Port Chester, New York.  Unitours, founded in 1957 is one of the most respected names in Catholic Pilgrimage travel to Europe and The Middle East and Cultural Heritage Tours to Italy.  Bob supervises... Read More →


Saturday September 14, 2013 10:15am - 11:15am
Fort Worth 1-2

10:15am

Project Management Skills + Team Leadership = Successful Fund-Raising Campaigns

Overseeing a successful fund-raising campaign requires the same skills as managing any business project. This session will introduce the key elements of effective project management and provide valuable tools for planning and carrying out a fruitful campaign. But even the most talented project leaders cannot achieve their goals alone, so this session will also address the basics of team dynamics that will allow you to keep your project team members productive and happy.

Attendees will learn how to:

·         Create a project plan that will keep you on track and on time

·         Provide leadership that will guide the campaign from inception to completion

·         Establish processes to maximize the productivity of project team members


Moderators
JN

Jeff Norton

Director of Annual Giving, Missonary Society of St Columban
I am currently Director of Annual Giving for the Missionary Society of St Columban. Through our annual giving programs we generate resources for mission, bringing the Good News of Jesus Christ and by serving the poor and marginalized in 14 countries. For over 100 years, Columban missionaries... Read More →

Speakers
avatar for Rosemary Maellaro, Ph.D.

Rosemary Maellaro, Ph.D.

Assistant Professor of Management, University of Dallas College of Business
Rosemary teaches graduate level courses in organization development, leader effectiveness, and team building at the University of Dallas. Concurrently she manages Martone Consulting, an independent organization development consulting practice that specializes in team building and... Read More →


Saturday September 14, 2013 10:15am - 11:15am
Fort Worth 7

10:15am

Raising More Money Using Your Asking Style

"There isn't one right way to ask for a charitable gift.  We all have our own Asking Style, and when we fundraise in our personal style, we can be more confident and more successful.  Asking Matters President Brian Saber will talk about the revolutionary concept of Asking Styles and teach you how to use your Asking Style every step of the asking process.  Learn who to ask, how to prepare, who to partner with, and how to conduct an actual ask using your Asking Style.  Most of us aren't "natural salesmen" but we can all be strong fundraisers."

 


Moderators
JT

Jackie Thomas-Suggs

Executive Director, Missionary Society of St. Paul the Apostle

Speakers
avatar for Brian Saber

Brian Saber

President, Asking Matters
Brian Saber is a fundraising consultant, trainer, presenter, and author, and is President of Asking Matters, an online membership-based company that teaches staff and volunteers how to ask for money and motivates them to get out and ask.  Asking Matters grows out of his experience... Read More →


Saturday September 14, 2013 10:15am - 11:15am
Fort Worth 6

10:15am

Succession Planning for Not-for-Profit Organizations
Every organization should have a Succession Plan -- most do not.  It is important, relevant and part of

good stewardship to have a Succession Plan in place.

 

In this session you will learn the what, why, and how of good succession planning.

Moderators
LP

Lynn Poly

Director of Annual Giving, Sisters of Mercy- West Midwest Community

Speakers
avatar for William Yacullo

William Yacullo

Partner, Trinity Executive Partnership
William J. Yacullo is Partner of Trinity Executive Partnership and President and shareholder of Lauer, Sbarbaro Associates, Inc., the Chicago office of EMA Partners International.  He has just completed a two year term as Global Chairman of EMA Partners International and currently... Read More →


Saturday September 14, 2013 10:15am - 11:15am
Fort Worth 3

10:15am

The Art of Cultivation
This session will explore the elements that are important in the cultivation process. From the "cold call" to the creation of respect, trust, and admiration between the organization and donor, a strong sense of family is fostered. While the process may often result in a gift to the organization, the key to the cultivation process is to establish a bond that will be long-lasting and mission-based.

In this session you will learn:

To review the elements of cultivation

To review the elements of the concept of family

There will be interaction between the session participants and the presenters as to their experience in the cultivation process and the establishment of the sense of family

Moderators
avatar for Sr. Joan Rychalsky, IHM

Sr. Joan Rychalsky, IHM

Co-Director Mission Advancement, Sisters, Servants of the Immaculate Heart of Mary
Presently, Sr. Joan works as Co-Director of the IHM Mission Advancement Office at Immaculata, PA. She initiated a development strategy for the IHMs thirteen years ago and has supervised the growth of a dynamic program and is currently conducting a $6 million campaign for the IHM community’s... Read More →

Speakers
avatar for Steve Hubbard

Steve Hubbard

Director of Planned Giving, Edmundite Southern Missions
Family is important! My wife and I have eight children, three of which are adopted. I strongly feel that in the field of Planned Giving, one needs to practice what they preach and how they live. Each donor needs to be treated as if they are family and that the mission you represent... Read More →
avatar for Angela Kwasinski

Angela Kwasinski

Director of Donor Relations, The Passionists of Holy Cross Province
In my position as Director of Donor Relations I represent, the mission, values, philosophy and position of the Passionists of Holy Cross Province to donors, alums and various publics through media, print, electronic, audiovisual communications and face-to-face. The capacity to respond... Read More →
avatar for Maureen McCawley

Maureen McCawley

Associate for Major Gifts and Planned Giving, Conventual Franciscan Friars, Province Our Lady of Consolation
Maureen McCawley joined the Development Office of the Conventual Franciscan Friars, Province of Our Lady of Consolation, Inc. in 1990.  Through her role as Associate for Major and Planned Giving, she has been instrumental in developing and implementing these programs emphasizing... Read More →


Saturday September 14, 2013 10:15am - 11:15am
Fort Worth 5

11:15am

12:15pm

2:00pm

Direct Mail and Email: The Whole is Greater Than the Sum of Its Parts

This session is intended for those who want to use both email and direct mail as an integrated part of their fundraising program.

Participants will learn how to use direct mail and email to increase the number of gifts and the size of the gift, donor retention, and the overall relationship to your donors. 


Moderators
RM

Ray Morrissey

Executive Director of Direct Mail, Franciscan Friars of the Atonement (Graymoor)

Speakers
avatar for Bill Carver

Bill Carver

Director, eBusiness Technology, Trinity Direct
As one of the newest members of the Trinity Direct team, Bill brings with him 20 years of marketing experience in conventional media, internet, digital, and multi-channel. Prior to joining Trinity Direct, Bill was the producer and editor for an internet-based regional magazine focused... Read More →
TD

Trinity Direct

Vice President, Sales and Marketing, Trinity Direct
Serving the Catholic Community Trinity Direct is a full service list brokerage, management, direct marketing/email, computer services company. Focusing on acquisition and retention programs we will help you realize your full potential through proven list strategies. Our commitment... Read More →


Saturday September 14, 2013 2:00pm - 3:00pm
Grapevine 1

2:00pm

Donor Stewardship: How Planting Seeds Will Reap a Rewarding Harvest

In this session you will walk away with a clearer understanding of how significant the donor relationship is to your organization. We will cover identifying and cultivating donors, bringing  to fruition gifts that will  make a difference in the life of your institute and the life of your donor.

 


Moderators
avatar for Madalene Buelow

Madalene Buelow

Director of Development, Franciscan Sisters of Perpetual Adoration

Speakers
avatar for Mary Bannon

Mary Bannon

Chief Development Officer, Franciscan Sisters of Chicago
Mary has been in Catholic fundraising for almost ten years.  In her role as Chief Development Officer for the Franciscan Sisters of Chicago she is responsible for all aspects of fundraising including oversight of all special events, the grant writing process, donor relations, publications... Read More →
avatar for Anne Delaney

Anne Delaney

Director of Development, Institute of the Blessed Virgin Mary
Having lived very near the IBVM (Loretto Sisters Convent)community for twenty-seven years, Anne was first a donor, then volunteer. This unique beginning and relationship along with a background in business and event planning, women's education and philanthropy, led Anne to the this... Read More →
avatar for Joe Voss

Joe Voss

Officer of Gift Planning, Society of the Little Flower
Joe Voss has recently joined the Society of the Little Flower as a Major Gift Officer. Joe has over 12 years of experience in the fundraising arena procuring several six and seven figure gifts. He has a keen understanding of the unique characteristics of Catholic Fundraising within... Read More →


Saturday September 14, 2013 2:00pm - 3:00pm
Fort Worth 6

2:00pm

Engage U.S. Hispanic Philanthropy - An Integrated Approach

Despite the remarkable buzz, organizations are failing to understand that the $1.2 trillion purchasing power of the U.S. Hispanic market spills over into charitable giving. How can an individual or an organization reach out to the Hispanic community, tap into their passion points, and build a relationship through nonprofits and charitable opportunities? Simply put, it is a matter of reaching out to the desired population and having someone available to interact with them.

·         Learn what is important to the U.S. Hispanic community.

·         Understand the key benefits of educating the target community about your organization, what it means, and how it can benefit their culture.

·         Learn how to connect with prospective donors on multiple levels to attain positive results for your organization.


Moderators
avatar for Cheryl Karashin

Cheryl Karashin

Director of Development, Felician Sisters of North America

Speakers
avatar for Randall Anderson

Randall Anderson

Chief Operating Officer, Listen Up Espanol
Randall Anderson is Chief Operating Officer of Listen Up Español.  His extensive call center industry experience includes various markets including non-profits, technical support, e-commerce, insurance, consumer goods, telecom, travel, and financial services. Randall guides operational... Read More →


Saturday September 14, 2013 2:00pm - 3:00pm
Grapevine 2-3

2:00pm

How Planned Giving and Direct Marketing Work Together
Loyal donors make good planned giving prospects. Are you fully using direct response to build a donor pyramid and pipeline? Do you have a plan to proactively identify and qualify planned giving prospects?  In this informative session you will learn how to use your annual appeal/direct mail program to build donor loyalty, identify planned giving prospects on your file, and effectively use direct response for marketing planned giving programs.

In this session you will learn to:

Identify planned giving prospects from analyzing annual gift giving behaviors

Recognize the importance of using annual gift techniques in Planned Giving marketing

Use data analysis that incorporates loyalty factors and purchase planned giving scores.

Moderators
BR

Br. Roy Smith, CSC

Director of Development, Brothers of the Holy Cross, Inc.

Speakers
avatar for Timothy Logan, ACFRE

Timothy Logan, ACFRE

Senior Vice President & Senior Consultant/Planned Giving Services, RuffaloCODY
  Timothy D. Logan, ACFRE is Senior Vice President and Senior Consultant of Planned Giving Services and Nonprofit Healthcare Fundraising for RuffaloCODY.  Tim has been with RuffaloCODY since June, 2003. Tim has worked in both the for-profit and nonprofit sectors and has over 33... Read More →
avatar for Heather Vida,CFRE

Heather Vida,CFRE

Vice President & Consultant, Religious and Educational Fundraising Services, RuffaloCODY
Heather is originally from Michigan, where she attended and graduated from Northern Michigan University.  She started her fundraising career as an undergrad, working with Northern’s annual giving programs in the development office. During her time at NMU, Heather held the position... Read More →


Saturday September 14, 2013 2:00pm - 3:00pm
Fort Worth 5

2:00pm

Leadership Styles
In this session participants will learn about the Full-Range Model of and the Life-Cycle
Model of Leadership.  These are robust models of leadership that have received strong empirical
support.  Attendees will also do self-assessments to identify their own leadership style.  Guidelines for further developing these leadership skills will be provided.

Attendees will:
Identify the elements of the Full-Range and Life-Cycle models of Leadership
Assess your personal leadership style
Develop an action plan for enhancing the effectiveness of your leadership

Moderators
DB

Diane Brondyke

Director of Development, Sisters of the Presentation of the BVM (PBVM)

Speakers
avatar for J. Lee Whittington, Ph.D.

J. Lee Whittington, Ph.D.

Professor of Management, Graduate School of Management, University of Dallas
J. Lee is Professor of Management at the University of Dallas. He focuses his teaching, research, and consulting in the areas of Leadership, Organizational Behavior, and Spiritual Leadership.  His research has been published in The Leadership Quarterly, Journal of Management, Academy... Read More →


Saturday September 14, 2013 2:00pm - 3:00pm
Fort Worth 7

2:00pm

Transitioning Donors From Transactional to Mission Centered--Opportunities and Challenges

Learn how to connect your donors to your organization/mission by taking a different approach using personal stories, photos, emails, letters and acknowledgments.



Moderators
FW

Fr.Manuel Williams

Director/CEO, Resurrection Southern Missions

Speakers
avatar for Kristine Richter

Kristine Richter

Marketing Director, Congregation of the Passion
Kristine began her career in the Marketing field over 15 years ago and the last eight working in the Catholic non-profit sector.  She started out her Catholic non-profit experience working for The Claretians (St. Jude League) in Chicago, IL as a Marketing Manager and is currently... Read More →


Saturday September 14, 2013 2:00pm - 3:00pm
Grapevine 5

3:15pm

NCDC Active Members Only Meeting
Saturday September 14, 2013 3:15pm - 4:00pm
Grapevine 5

4:15pm

6:00pm

Evening Recommendation: Grapefest in Grapevine
Discover a world of possibilities at the 27th Annual GrapeFest, a four-day family-friendly festival for all members of the family in Historic Downtown Grapevine. Guests will discover a variety of new wines, new vendors, new bands and more throughout GrapeFest, the largest wine festival in the Southwest.

Transportation is available through the Gaylord Texan concierge.

Saturday September 14, 2013 6:00pm - 11:30pm
Downtown Grapevine

6:00pm

Evening Recommendation: The Glass Cactus on Lake Grapevine

When the Texas sun sets, the Glass Cactus Nightclub comes alive. Dance to nightly performances by music’s hottest national and local acts. Enjoy creative cocktails on our outdoor deck, sample succulent club cuisine, and groove to the sounds of great DJs on a 2000-square-foot dance floor—bathed in a million dollars of lights.

Free admission before 8 p.m; there is a $10 cover charge after 8 p.m. on days of non-ticketed events.

 


Saturday September 14, 2013 6:00pm - 11:30pm
Glass Cactus Nightclub