There are now more cell phones than toothbrushes, and as of 2013, smartphones surpassed regular phone sales. But what are the implications for your nonprofit, and how can you quickly yet effectively craft a mobile impact strategy to advance your fundraising, programs, and overall work? Join the best-selling author of Nonprofit Fundraising 101 for a quick primer and leave with a checklist of the most important tips and tools for your cause!

At the conclusion of this session, participants will:

• Have tips for maximizing mobile fundraising
• Understand why mobile presents a huge opportunity for any nonprofit
• Be able to plan for success and have tips for building a mobile website, apps, text to donate campaigns, social media integration, and analyzing & optimizing campaigns

About the presenters:
Darian Rodriguez Heyman is an accomplished social entrepreneur, fundraiser, and author. His work “helping people help” started during his tenure as Executive Director of Craigslist Foundation, where he launched their Nonprofit Boot Camp and educated and inspired over 10,000 nonprofit leaders. He edited the best-selling book, Nonprofit Management 101: A Complete and Practical Guide for Leaders and Professionals (Wiley & Sons), and is currently writing Nonprofit Fundraising 101. Heyman also co-founded the only conference series devoted to social media for social good, Social Media for Nonprofits, and Sparrow: Mobile for Good, which powers mobile campaigns for nonprofits and government agencies serving the poor. He is a frequent keynote speaker at nonprofit events around the globe and thrives on connecting social change leaders to the best practices, resources, and contacts needed to maximize impact.

Matthew Bauer, CEO and Co-founder, Sparrow
A major focus of the past 15 years of Matt's career has been helping to lead the movement to leverage telecommunications as a force for social impact. His first position was with U.S. House Telecom & Finance Subcommittee back in the mid 80's and then and he went on to co-found three companies and two nonprofits, including one of the first telcos focused on social and environmental impact, BetterWorld Telecom. He has now shifted his time and energy towards Sparrow, a U.S.-based national wireless carrier focused on using mobile services, devices and cloud based apps and content to help end cycles of poverty both in the U.S. and abroad. He is co-author and editor of the Nonprofit Guide to Going Green (Wiley), has been published in a number of regional and national newspapers and magazines, and frequently speaks and lectures on the intersection of telecom and sustainability. He sits on the boards of the American Sustainable Business Council, SF-based Community Technology Network, and the City Craft Ventures Foundation. Matt holds a BA in Telecommunications from Indiana University, an MBA from George Washington University, and has performed executive and remote coursework at MIT.

Most fundraisers see gift planning as a technical part of the business best left to experts. They are uncomfortable with both the technical aspects of gift planning and having a conversation about gifts at death. However, with the emergence of the New Philanthropists (born 1946 to the present) as the primary giving audience, and with the Traditionalists (born pre-1946) finalizing their estate plans as part of the largest intergenerational transfer of wealth in history, gift planning has a vital role in the short and long-term success of your fundraising operation. Fortunately, gift planning does not have to be complicated and building a strong program is within reach of every fundraising shop. During this session, Brian and Robert will share information from their upcoming book Getting Started in Charitable Gift Planning (Charity Channel Press) on the different phases of a gift planning program and how to build a program that is appropriate to your nonprofit. This will demystify planned giving and set your organization on the road to maximizing gifts from your donors while integrating their philanthropy with their tax, estate and financial planning.

At the conclusion of this session, participants will:

• Understand the urgency of integrating gift planning into their overall fundraising efforts right away
• Learn about the three different phases of a gift planning program
• Be able to determine which phase of program they should pursue for their nonprofit
• No longer be afraid of gift planning as an integrated solution for helping donors in a donor-centered model

About the presenters:

Brian M. Sagrestano, JD, CFRE, serves as President and CEO of Gift Planning Development, LLC a full service gift planning consulting firm. The son of a sole-practitioner CPA, Brian's interest in the complexities of the tax code was encouraged at a very young age. He spent several years practicing law with two New Jersey law firms, with an emphasis on tax and estate planning. Brian's client-centered philosophy ultimately drew him into philanthropic planning full-time where he led the gift planning efforts for the University of Pennsylvania, Middlebury College and Meridian Health Affiliated Foundations, following major gift and gift planning positions at Clarkson University and Hamilton College. The gift planning programs under Brian's direction raised over $400 million in complex outright gifts, life-income gifts and realized estate gifts. After many years working directly for charities, Brian formed Gift Planning Development in 2007.

Robert E. Wahlers, MS, CFRE, is the Vice President of Development for Meridian Health Affiliated Foundations and has led the gift planning program for the eight hospitals in Meridian Health since February 2010. Robert has spent the last 22 years in non-profit fundraising with the Boy Scouts of America, the American Cancer Society, Virtua Foundation and Meridian Health. He is also on the faculty at Columbia University for their Masters of Science Program in Fundraising Management. Robert is a Certified Fund Raising Executive and is professionally associated as a member of AFP, PPP and AHP having served as a President on the board of the NJ Chapter of the Association of Fundraising Professionals, on the Committee on Directorship for AFP, as a Board Member of the Gift Planning Council of New Jersey, and as a National Board Member with the Partnership for Philanthropic Planning.
Robert and Brian have recently completed two new books "Getting Started in Charitable Gift Planning" and the "Getting Started in Charitable Gifts Planning Resource Book" published by Charity Channel

As fundraising professionals, we are expected to know how to talk with a potential donor, how to ask them for a major gift, and how to get them to a yes. This may not be a skill we were born with. The good news is that it can be learned and what we are doing already can be made better.

This session will explore interacting with your prospective donor, stating your case, asking for a gift, encouraging your prospective donor to talk, the importance of listening, what to listen for, and how to respond. We will also look at donor motivations, objections, and overcoming those objections.

Here's to enhancing what you know and exploring what you don't!

About the Presenter: Vern Snyder, ACFRE

Vern Snyder was appointed University of Toledo Vice President for Institutional Advancement on July 1, 2002. Prior to his appointment, he served as Vice President for Institutional Advancement at Eastern Kentucky University and Youngstown State University. At EKU he also served as President of the EKU Foundation. At YSU his responsibilities included fundraising, intercollegiate athletics, public relations, and communications. Vern is a graduate of West Virginia University with a master's degree in music education. In 1993 Snyder earned Certified Fundraising Executive (CFRE) status from the Association of Fundraising Professionals (AFP). In 2010 he earned Advanced Certified Fundraising Executive status (ACFRE), one of only 107 individuals with that distinction. Snyder serves on the AFP International Conference Education Advisory Committee and the Professional Advancement Division Committee. He also advises a number of local not-for-profit organizations in Northwest Ohio. Vern retired from the University of Toledo in July 2015.

You're in a small shop with big goals but you can't do it all. Sounds familiar? Feeling like your fundraising program is in a rut? This webinar will present 10 ideas to help you supercharge your fundraising program and help you reach your fundraising goals without losing your head.

Learning Objectives

At the conclusion of this session, participants will:

• Have learned 10 ideas to re-invigorate their fundraising plan
• Learned tips on how to engage board members
• Learned tips to identify strategies that have greater results.

About the Presenter: Ligia Peña

Ligia Peña, CFRE is Director of Development at the MOSD Foundation (Montreal Oral School for the Deaf) since 2013. For the past 13 years, she has been working with a wide range of organizations ranging from mental health, environmental education, at-risk youths to international NGOs. Working on all aspects of fundraising, communications and management, her true passion has always been to empower small non-profits to be strong, resilient and sustainable so they may realize their important mission. In recent years, Ligia has been presenting on the topic of planned giving for small shops, ethics in fundraising, and social media. She is the author of the 'Small Shop Fundraising' chapter in the 2nd volume of Excellence in Fundraising in Canada as well as several articles in various electronic and print publications.

Ligia is very active in the Canadian non-profit sector. She is co-chair of the Board of Directors of Girls Action Foundation, she serves on several committees at AFP International and has served five years on the Quebec Chapter of the AFP. She is a member in good standing of the AFP and the CAGP.

The growth of digital solicitations and online giving has outpaced growth in print and direct mail solicitations. Today's digital messages must also differ from the fundraising messages communicated offline. How do you create memorable digital solicitations and messages that inspire action rather than the delete button? This session will help you understand the best ways to craft digital solicitations and how to create messages that inspire your audience to act.

Learning Objectives
At the conclusion of this session, participants will:

• Understand the emotional connection that messages can have with donors
• Know how to build messaging that inspires action and participation among donors and the general public. The various components to messaging that will resonate with an audience - especially complex and challenging organizations that need to inspire quickly in a digital environment.

Donor transiency is perhaps the single most catastrophic element in today's fundraising world. In this highly-anticipated webinar, John Greenhoe, CFRE, will examine the trend of donor attrition and provide helpful major-gift focused strategies to keep your benefactors. He will share personal experiences and examples from the philanthropy world that illustrate how thoughtful bond-building measures can lead to dramatic increases in donor retention, as well as transformational major and planned gifts.

Learning Objectives
At the conclusion of this session, participants will:

• Understand how donor retention and major gift fundraising are intricately related.
• Be ready to use strategies that will both increase opportunities for major gifts, as well as favorably impact donor retention.
• Know how the effective use of donor discovery calls can lead to long-term fundraising success.

About the Presenter: John Greenhoe, CFRE

John Greenhoe, MA, CFRE, is an international speaker and author who is recognized as a leading expert in major donor relationship building. His book, "Opening the Door to Major Gifts: Mastering the Discovery Call" (2013, Charity Channel Press), is a longtime top seller on the Amazon.com NGO list. "Opening the Door" is the first book to focus on the identification/qualification of new donors. As Director of Major Gifts at Western Michigan University, has has raised millions from both individual and foundation benefactors. His speaking engagements have included keynote addresses at major fundraising conferences in the US, Canada, New Zealand, Europe South Africa. Greenhoe is a certified AFP Master Trainer ande also has a master's degree in philanthropy and development (Saint Mary's, Minn., Univ.). Greenhoe has taught graduate level fundraising courses at two universities and has held the CFRE credential since 2000.

Planned Giving can be pretty daunting if it is not your primary development responsibility - Estates, Trusts, CRAT's, CRUT's, NIMCRUT's with a flip provision…

During this webinar we will look at the most common planned gift types, discuss their properties and look at the donor characteristics associated with each gift. In addition to coming away with the tools to identify the gift planning technique that meets your donors' needs, you will also learn the best way to market these gifts.

Whether you run a one-person shop with Planned Giving responsibilities or you're a Major Gift Officer looking for a blended gift, this session will help you understand the essential elements of Planned Giving that you need for your job.

About the Presenter: Timothy D. Logan, FAHP, ACFRE

Timothy D. Logan, FAHP, ACFRE is Vice President, Donor Engagement Strategy at Innovairre Communications where he develops multichannel strategy for data-driven digital fundraising and donor-engagement.

His passion is using data to connect donors with nonprofit philanthropy. Tim has been a leader in developing innovative multichannel direct response programs targeted to major and planned giving donors and has worked extensively in developing grateful patient programs for hospitals. His most recent work focuses on omnichannel donor communication using social channels and digital communication to increase fundraising and donor engagement.

Tim has worked in both the for-profit and nonprofit sectors and has 35 years’ experience in fund raising and nonprofit management. He holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University, Cleveland, OH. He holds ACFRE advanced certification from the Association of Fund Raising Professionals and is a Fellow of the Association of Healthcare Philanthropy (FAHP). Tim is one of only six fundraising professionals to hold both advanced certifications.

Tim’s background in the nonprofit sector includes 17 years’ experience working for national health organizations. His roles have ranged from local chapter fundraising to Chief Development Officer positions at the national level. Tim’s experience includes working for USO, Muscular Dystrophy Association, American Diabetes Association, and the National Osteoporosis Foundation, among others. 
Tim has also spent 18 years as a direct response fund raising consultant managing multi-million dollar direct response programs.

An AFP certified Master Instructor since 2002, he is a seasoned lecturer and author on fundraising and nonprofit management.

In the small shop, fundraising can be a big job. Having a Board that is involved in raising money can make a huge impact and help you raise hundreds of thousands more than you can do alone. Unfortunately, many nonprofit organizations struggle with Boards that are well-meaning but reluctant and inexperienced in fundraising. In this training, we'll uncover the reasons why Board members won't help with fundraising and how to overcome them. You'll learn how to match up the right fundraising activities with the right Board members, and how to give them the tools, skills, and knowledge they need to succeed. You'll get tips for holding them accountable and for providing them the support they need so they can help you raise big money.

Learning Objectives:
At the conclusion of this session, participants will:
- Know the tools, skills, and knowledge Board members need to be successful, and how to provide them.
- Identify the 4 steps elements of engaging Board members in fundraising, and how to work with the regularly.
- Have a clear idea of what to do next to move their Board in the right direction.

About the Presenter: Sandy Rees, CFRE
Sandy Rees, founder of GetFullyFunded, helps nonprofit leaders raise the money of their dreams. She's shown dozens of Founders and Executive Directors how to add 6 and 7 figures to their bottom line and how to turn their Board into a fundraising machine. Sandy is an accomplished author and has written several books, including "Get Fully Funded: How to Raise the Money of Your Dreams," "6 Figure Fundraising"and "Simple Success Fundraising Plan." She writes the blog "Get Fully Funded" and her articles appear in a variety of magazines, ezines and blog sites. Sandy is an accomplished presenter and an AFP master trainer. She has led hundreds of fundraising seminars for the Association of Fundraising Professionals, and many local, regional, national and international conferences. Sandy lives with her family on a small farm in Loudon, Tennessee with 3 horses, 3 cats, and two dogs.

If you want a gift, you have to ask for it! That's easier said than done: people consistently rate asking for money at the top of the list of things they fear most. Whether you're an experienced solicitor looking for some new strategies, or new to the game and seeking help, this session will explore the art of asking for a gift. This session explores real, boots-on-the-ground situation and models what should come out of your mouth for a successful ask. As the great Wayne Gretsky said "You miss 100% of shots on goal you never take." Come learn how to take some new shots!

Learning Objectives

At the conclusion of this session, participants will:

• Learn different strategies to use in varied solicitation situations 
• Hear multiple ways to ask for gifts, and understand how to leverage the prospect's trigger points
• Understand how to effectively deal with a 'no' and help turn it into a 'maybe' or even a 'yes'

About the Presenter: Anne Melvin, J.D.

Anne Melvin has worked as both a volunteer and a professional in the field of development for the past two decades. In recent years, Anne specialized in planned giving, negotiating and closing gifts for various schools at Harvard. As Deputy Director of Gift Planning at Harvard College, she directed the marketing portion of Harvard's gift planning efforts for 12 years, revamping their approach to marketing and tripling its lead generation, as well as working with prospects and soliciting and closing gifts.

Anne is a member of the Planned Giving Group of New England and the Partnership for Philanthropic Planning. She speaks around the country to professional development organizations, specializing in marketing, donor motivation, gift planning, cultivating the donor, fundraiser training and gift solicitation and negotiation. She oversees and leads all the internal fundraiser training programs at Harvard's central fundraising office. She is a member of the Partners in Philanthropic Planning Leadership Institute. Anne Volunteers her time fundraising for her undergraduate institution, serving on the board of the Wellesley Education Foundation, and consulting on fundraising for a number of non-profits. She also trains fundraisers professionally across the nation. Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.