inspires, connects and equips Christians for excellence in philanthropy
Development: Fundraising Marketing Communications
1Cover Photo Credit: “Sherwin Range, Benton Crossing” by TheDailyNathan. Licensed under CC BY-SA 3.0 via Wikimedia Commons - http://commons.wikimedia.org/wiki/File:Sherwin_Range,_Benton_Crossing.jpg#mediaviewer/File:Sherwin_Range,_Benton_Crossing.jpg
We are delighted to welcome you to the 36th Annual ALDE International Educational Conference. With a first-rate curriculum assembled by the 2015 Conference Planning Committee, worship with your ALDE colleagues, a multitude of networking occasions, numerous opportunities to extend your learning and an exciting host city, we are sure you will enjoy your time at this conference.
This program book provides all the details you will need for your conference experience. You will also find other valuable items in this book and your registration materials, including the Networking List of 2015 conference participants, the Conference-At-A-Glance quick guide to events and handy maps of the hotel (see pp. 8-9). Your registration packet and this book also contain information from conference sponsors and exhibitors, regarding their products and services, which ALDE hopes you will take time to review. Also, please make sure to chat with these Resource Partners — they help make this event possible and are eager to learn how they can help fulfill your mission.
Need help or have a question? • The ALDE Office is located at the ALDE Registration Desk (second floor)• The hotel’s concierge is an excellent source of information about area attractions, transportation options and shopping/dining choices
Again, welcome! ... and thank you for your support of ALDE, and of those in need, through your important work. - The members of the 2015 Conference Planning Committee and ALDE Staff
Guest AttendanceA number of attendees have brought spouses and other family members to enjoy all that the exciting city of Reno has
to offer. The hotel’s concierge can help if your guest(s) need(s) assistance planning activities at area attractions.
Those without a full registration will have a special nametag. Keep this handy. There will be a $10 service charge assessed to any guest tickets purchased on site.
ALDE asks for your cooperation and understanding with our guest policies:• Guests may purchase a guest registration, granting access to all breaks, meals, worship services and keynotes• Guests may not attend curriculum sessions
We Care About You — Pastoral and Medical Care
Pastoral care (ELCA, LCMS and WELS) and medical care are available for those in need — please stop by the ALDE Office at the ALDE Registration Desk on the second floor, or see ALDE Executive Director Phyllis Castens Wiederhoeft if care is required. For medical emergencies, call 911, then notify ALDE staff.
What is ELEA?ELEA is also known as ELCA Schools and Learning Centers, a group of administrators, teachers, board members and
pastors who serve Lutheran schools and early childhood centers. The ELEA National School Administrator & Pastor Conference (NSAPC) is being held in conjunction with the ALDE
conference. Please welcome these attendees and show them what ALDE hospitality and networking are all about! Learn more about ELEA at www.eleanational.org, or at the ELEA table in the Exhibit Resource Center. In case you haven’t heard, the NSAPC is an excellent short-form conference option for congregations, schools and early childhood centers. Attendees are like ALDE members — some of them are just learning how important it is to get serious about development while others have been professionally raising resources for decades.
All NSAPC attendees will join us for key early portions of the main conference, and ALDE attendees can attend the
NSAPC offerings available during Curriculum Sessions 1-3 if they wish.
WELCOME TO RENO
MEET AT THE PEAK
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IdentityALDE is an international community of fundraising and communication professionals that is rooted in the Lutheran tradition of the Christian faith and dedicated to serving God’s people in the church and the world.
Mission ALDE inspires, connects and equips Christians for excellence in philanthropy.
VisionALDE will be the faith-based resource of choice for Christian fundraising and communication professionals.
Core Values Vocation drives Faith-filled Service, which requires High Quality Education as well as Mentoring and Collaboration in the context of professional Collegiality lived out through, and spilling over into, Friendships, Connections and Relationships.
ALDE serves over 700 members from the United States, Canada and Europe. These members work in the areas of fundraising, public relations, marketing, communications or as CEOs. They serve diverse organizations such as colleges and universities; social ministry organizations; elementary and high schools; camping and outdoor ministries; congregations; foundations; seminaries and judicatories. ALDE provides education and training for its members and also advances the profession of resource development through certification programs, publications and mentoring.
Gayle DennyExecutive DirectorELEA - ELCA Schools and Learning CentersGoodyear, Arizona
ALDE is grateful for the dedicated service of these conference planners and
all volunteers.
PLANNING COMMITTEE
MEET AT THE PEAK
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ALDE Exhibits - WIN One of FOUR Great PrizesIn the Exhibit Resource Center, numerous Resource Partners display their products and
services, a number of which you may find useful for your work in development. Please take some time to visit their booths and chat with the representatives. The Exhibit Resource Center Floor Plan is on p. 10. In your registration packet is a sheet with a listing of exhibitors — write down what you learn from 10 and turn in your sheet to be eligible for a drawing to win a Beats By Dre Pill 2.0 Wireless Speaker, Fitbit Charge Wireless Activity + Sleep Wristband tracker or one of two Google Chromecast HDMI Streaming Media Players. The winner will be announced at the Annual Banquet and Awards Celebration. You must be present to win.
Exhibit Resource Center -
Tuscany A/B/C
Audio/Video Recording SalesPlan to order audio files or a DVD of your favorite sessions to share with colleagues, or
purchase recordings of sessions you were not able to attend. To ensure quality, recordings will be sent to you when ready - audio files electronically and DVDs by mail. Find out more by viewing the order form in the back of this book. Please drop off your form at the ALDE booth.
Order online at bit.ly/ALDEMP3.
ALDE Exhibit BoothLearn more about ALDE, and support ALDE in its mission of inspiring, connecting and
equipping Christians for excellence in philanthropy. The ALDE Exhibit Booth has information about ALDE programs, such as Early Career, CFRE Study Days and more. Also at the ALDE Exhibit Booth, you can give gifts to the ALDE Annual Fund and/or Cutting Edge Endowment Fund.
Exhibit Resource Center -
Tuscany A/B/C
Annual Fund & Cutting Edge Endowment FundALDE is deeply appreciative of support from so many of its members. Your gifts assist ALDE
in its mission and vision of being the faith-based resource of choice for Christian fundraising and communication professionals. All Annual Fund and/or Endowment Fund donors from July 1, 2014, through this conference, are eligible to win a FREE conference registration for the next ALDE conference, in Chicago, February 21-24, 2016. If you have not yet given to the Annual Fund and/or Endowment Fund (or want to give again), you can do so at the ALDE Exhibit Booth — then hope your name is announced as the winner of the drawing on Thursday evening. The booth has a credit card scanner so you can give easily and securely. Thank you for your support!
ALDE Booth - Exhibit Resource
Center
Welcome Event - Base Camp at the HotelThis year ALDE is rewriting the script for the Welcome Event. No longer the usual gathering ...
this year, we start with the fun, food and frivolity ... at Base Camp! Gather onsite at the hotel (no walking or bus rides to another location), reconnect with old friends, meet new friends, eat, enjoy activities and then the evening concludes with worship and music to send us on our adventure in Reno. Plus, we will have more than just social time — take part in an exciting new way for you to learn from other attendees and begin the conference with a fresh outlook.
All attendees will start their climb to Meet at the Peak by arriving at Base Camp (a.k.a. the Welcome Event and Exhibit Resource Center). You will be assigned to one of the Hiking Teams based on your climbing gear. Notice that there are different color badge holders? We’ve formed affinity groups according to your organizational focus and assigned each a different color nametag holder and lanyard. Get to know your fellow hikers, both experienced and first-timers, with introductions, by swapping previous hiking stories and more. You then will meet up with another Hiking Team to make an Expedition Group that will depart on a journey guided by a Sherpa, one of our Resource Partners serving as a trail guide. Each group will travel to Survival Tents — themed food and drink stations — as your Sherpa guides you on your ascent and transition to the next Survival Tent. You haven’t had so much fun while learning, connecting and growing in a long time!
Tuscany A/B/C/D/E/F
In addition to a first-class curriculum with offerings for professionals of all experience levels, the ALDE conference features a range of other opportunities to extend your learning.
FOR YOUR INFORMATIONMEET AT THE PEAK
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FOR YOUR INFORMATION
MEET AT THE PEAK
2015 CONFERENCE WORSHIP: ONE LORD, ONE FAITH, ONE BAPTISM
When we Meet at the Peak for worship, our time will center on the theme of “One Lord, One Faith, One Baptism,” bringing together the many backgrounds and traditions of the ALDE community. The worship services feature a new format for this conference as one speaker is going to share the message throughout the event. This featured leader will be Kurt Senske, sharing insights from his book, Wine and the Word: Savor & Serve. Worship texts will be drawn from biblical stories of meeting God on the heights as we follow the central theme of Psalm 121: “I lift my eyes to the heights.”
We are also excited that AriSon will lead the music for all of our worship services, in addition to offering a concert as part of the Welcome Event. In 2004, Jennie and Brian Williamson founded Christian record label AriSon Records in Franklin, Tennessee, a suburb of Nashville. Selling over 750,000 albums, it is estimated that they have touched the lives of over two million people with their music. They are ready to guide our spirits to another place as we meet to worship our Lord together.
SERVANT EVENTS: HELP OTHERS WITH THEIR CLIMB
While in Reno, we hope you will reach new heights and SERVE! As ALDE and ELEA are organizations with Christ-centered missions, the conference Servant Event offers a perfect way to live out God’s call for us to love and serve our neighbors. With hundreds of caring conference attendees coming to town, we have incredible capacity to make a difference!
We are partnering with the Reno-Sparks Gospel Mission to pack unique hygiene kits for the homeless in the area. You’ll be able to help pack these kits onsite at the conference hotel, and then they will be handed out on the Saturday following the conference as part of a walk for awareness. The kits feature an ingenious design as hygiene items are placed into tube socks, which are then given to those in need. That way, these people have a way to carry the items, and also get a new pair of socks.
Plan to help stuff the socks during the conference. Also, please give generously for offering at conference worship — your donations will help support RSGM. If you brought hygiene items, please drop them off at the Servant Event tables in the Exhibit Resource Center.
RSGM Ministry
The Reno-Sparks Gospel Mission’s primary mission is to help the homeless, hurting, abused and addicted in Northern
Nevada. Since 1963, RSGM has helped more than 200,000 adults and children. Every year they serve approximately 400,000 meals, provide 55,000 nights of shelter and give away 75,000 pieces of clothing. RSGM’s free residential Christian addiction recovery program offers 100 beds for those wanting to change their lives. As a home-grown organization, RSGM relies totally on private donations and does not receive government funding or tax monies. From the recovery program and shelter to hot meals and clothing, the Mission is here for anyone who is hurting and needs help!
Walk a Mile in My Shoes
Staying later? Join the annual RSGM “Walk a Mile in My Shoes!” event Saturday, February 28. More than 500 people
participate in a group walk from Wingfield Park in downtown Reno to the Mission. The walk takes place rain, snow or sunshine to give the participants the experience of what life can be like on the streets during a blustery time of the year. Walkers also pass out hygiene socks/kits to any homeless people they encounter along the way.
This event is not only for the homeless, but to also bring the community together for a worthy cause. The walk is ideal for large groups and families, and a special award is given to the largest group entry. As ALDE is already contributing to the mission, we are invited to stick around and participate in Walk a Mile in My Shoes as guests at no charge (registration is normally $30). It starts at 9:00 a.m. and should be finished around 10:30.
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SPECIAL SESSIONS
Master ClassesMaster Classes are designed to provide more time (three hours) with the presenter and more in-depth content than is
available during the regular conference sessions. Two sessions are offered — see pp. 13-14 for details. There is an extra fee of $85 for each master class. If you want to attend but did not previously sign up, you’re still welcome, but please be prepared to pay at the door.
Fundamental/CoreFundamental courses provide a knowledge base upon which development professionals build and reinforce their craft
and careers. This knowledge provides a platform for the more specialized skills and concepts that are taught in other ALDE sessions. Fundamentals are the courses everyone should take, ideally within the first two years of their development career, regardless of their position focus. The content in these courses will not change much over time because the focus is on knowledge, not techniques. Look for one during each of the first six curriculum session times.
Resource SessionsALDE offers another educational option during curriculum sessions. Seven Resource Partners (exhibitors and sponsors)
will be presenting Resource Sessions about a variety of topics during regular curriculum time slots. View the session descriptions later in this book for more information on specific sessions. It’s a great way to get more information about, or become introduced to, all that our excellent Resource Partners offer! We haven’t cut the number of curriculum offerings per session, but have added to what is available. Please note that Resource Sessions are sponsored sessions, so the presenters may discuss how their products/services can help address the topic at hand. These sessions are not recorded. The presentations will take place in regular meeting rooms.
Mega Sessions - Session 7 - FridayThere are certain educational topics that cover broad swaths of the development profession. Therefore, we are
condensing the number of session offerings on Friday morning to bring you three 90 minute Mega Sessions (and one Resource Mega Session) that reflect such subjects. See these as “mini keynotes” that can spur your climb to greater success through what you’ve learned at the conference.
CFRE CERTIFICATION POINTS: CEUsFull participation in the 2015 ALDE International Educational Conference is applicable for 15.5 points in Category 1.B —
Education of the CFRE International application for initial certification and/or recertification. The CE Points Tracker form can be found on pp. 53-54. A certificate is available on p. 52.
FOR YOUR INFORMATIONMEET AT THE PEAK
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CONVERSATION SUMMITNeed a place to relax and connect with colleagues? Visit the Conversation Summit in the Exhibit Resource Center to rest, chat and recharge during curriculum sessions and beyond.
HOTEL FLOOR PLANS
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HOTEL FLOOR PLANSMEET AT THE PEAK
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EXHIBIT RESOURCE CENTER FLOOR PLAN
MEET AT THE PEAK
EXHIBIT RESOURCE CENTER — TUSCANY A/B/C
Alphabetical List of Exhibitors
Exhibitor ................................................................................ Booth(s) ALDE ......................................................................................... 14-15ALDE 2016: Chicago ...................................................................... 16Aria ................................................................................................. 21Bentz Whaley Flessner ................................................................... 24CFRE International ........................................................................... 8Crescendo Interactive, Inc. ............................................................... 5DonorPerfect/SofterWare, Inc........................................................... 3DonorTrends .................................................................................. 20Floodlight Consulting, Inc. .............................................................. 17The Fund Raising School IU Lilly Family School of Philanthropy .............................................. 7Gonser Gerber LLP .......................................................................... 6Gronlund Sayther Brunkow (GSB) ................................................... 2His Word — A Parable Christian Store ............................... BookstoreKASPICK & COMPANY ................................................................... 9Lutheran Educational Conference of North America ........................ 4Lutheran Legacy Foundation .......................................................... 22Meyer Partners ............................................................................... 27Mission Investment Fund of the ELCA ............................................. 1Reliant Studios ............................................................................... 28ResultsPlus from Metafile ............................................................... 23Thrivent Financial ...................................................................... 25-26Zielinski Companies ....................................................................... 13
n BJU Press/Precept Marketing Groupn Concordia Publishing Housen Discount School Supply n ELEAn Kaplan Early Learning Companyn SmartCare
ELEA Exhibit Tables
Learn more about Resource Partners (exhibitors and sponsors) starting on pp. 41.10
CONVERSATION SUMMIT
Need a place to relax and connect with colleagues? Visit the Conversation Summit in the Exhibit Resource Center to rest, chat and recharge during curriculum sessions and beyond.
8:15 a.m. - 9:30 a.m. Annual Meeting/Breakfast - Sponsored by InFaith Community Foundation9:30 a.m. - 4:00 p.m. Servant Event9:45 a.m. - 10:45 a.m. Curriculum Session 110:15 a.m. - 4:30 p.m. Exhibits Open10:45 a.m. - 11:15 a.m. Break in Exhibit Resource Center - Sponsored by Lutheran World Relief11:15 a.m. - 12:15 p.m. Keynote - Steve Zimmerman, Principal of Spectrum Nonprofit Services12:30 p.m. - 1:30 p.m. Foundation Lunches - Sponsored by ELCA, LCMS and WELS Foundations,
Ecumenical Lunch Sponsored by ALDE1:45 p.m. - 2:45 p.m. Curriculum Session 22:45 p.m. - 3:15 p.m. Dessert and Coffee in Exhibit Resource Center - Sponsored by ELCA, LCMS and
WELS Foundations and Lutheran World Relief3:15 p.m. - 4:15 p.m. Curriculum Session 34:30 p.m. - 5:00 p.m. Chapter Gatherings Evening Free Night With ALDE Friends
Wednesday, February 25
Board of Directors MeetingChapter Presidents Meeting
4:00 p.m. - 8:00 p.m. ALDE Registration7:30 p.m. - 9:00 p.m. Early Arrivals Welcome Reception
CONFERENCE SCHEDULEMEET AT THE PEAK
GET EVEN MORE FROM SPEAKERS AT BOOK SIGNINGS
Select speakers will be available to sign their works in the Exhibit Resource Center. See p. 30 for information on specific speakers, books and times.
Have you heard news about these changes, and more, happening with ALDE?
Martin Luther wasn’t the only one to shake things up!
You can learn more about the exciting direction ALDE is going ... ONLY if you attend the Annual
Meeting at 8:15 a.m. on Wednesday. Yes, we will feed you.
7:30 a.m. - 5:00 p.m. ALDE RegistrationPick up your nametag and conference materials.
Tuscany Registration
8:00 a.m. - 12:00 p.m. Exhibitors Move In
Exhibit Resource Center
8:30 - 11:30 a.m. - Master Class Session IPeak Donor Response: Teach Minds, Reach Hearts, Open HandsDonna Schumell
Get your blueprint for quickly identifying each donor’s progress on a journey of generosity continuum, providing stage-appropriate tools for each donor. Learn how to recognize what ready means so you can get to the next step. Today, donor decision making is highly influenced by information overload. Find out how you can gain clarity through all the data — for you and your donors.
Create connections, lead your donors through a process of self-discovery, provoke status quo, reveal potentially limiting assumptions and inspire action (or expose inaction). Help donors who are ready decide the best solution for their giving. Nurture donors who may not yet be ready. Learn to use tools that help you lead donors to peak response by teaching minds, reaching hearts and opening hands. Learning objectives:
• Recognize the stages of donor engagement• Recognize the importance of a consistent discovery meeting methodology • Use fact, issue and consequence questions to uncover urgency and facilitate donor self-discovery• Follow the flow of the Conversation Roadmap Dialogue Matrix to lead donors to make more informed, well-reasoned decisions• Use connecting and confirming questions to validate donor affirmation• Use “You” messaging• Understand how to set clear, time-framed next action steps with donors — i.e., setting next appointment date and deliverables
Please note that there is an extra charge of $85 for each Master Class. If you want to attend but did not previously sign up, you’re still welcome, but please be prepared to pay at the door.
Tuscany 11
TUESDAY, FEBRUARY 24
MONDAY, FEBRUARY 23Board of Directors Meeting
Chapter Presidents Meeting
4:00 - 8:00 p.m.ALDE RegistrationPick up your nametag and conference materials.
Tuscany Registration
7:30 - 9:00 p.m.Early Arrivals Welcome ReceptionFor all early arrivals who want to start their climb right away.
Room 1735Peppermill Tower
MONDAY, FEB. 23 TUESDAY, FEB. 24MEET AT THE PEAK
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12:15 - 7:15 p.m.Exhibits Open
Exhibit Resource Center
1:15 - 4:15 p.m. - Master Class Session IIThe Mental Game of Fundraising: Bad Myths and Good Truths for Fundraisers Jeff Brooks
This practical and inspiring session will bring new clarity to your work as a fundraiser and energize you to connect with donors in deeper ways. You’ll look at the myths that keep so many fundraising programs from reaching their full potential. You’ll also discover important truths about donors that can help you be more relevant in their lives. Finally, you’ll explore what’s really going on in the hearts and minds of donors when they give. It’s a lot more than a financial transaction — and understanding that will unleash you to do your best work.
Please note that there is an extra charge of $85 for each Master Class. If you want to attend but did not previously sign up, you’re still welcome, but please be prepared to pay at the door.
Tuscany 11
4:30 - 8:00 p.m.Welcome Event - Base Camp at the HotelSponsored by Zacharias Advancement Consulting LLC
This year ALDE is rewriting the script for the Welcome Event. No longer the usual gathering ... this year, we start with the fun, food and frivolity ... at Base Camp! Gather onsite at the hotel (no walking or bus rides to another location), reconnect with old friends, meet new friends, eat, enjoy activities and then the evening concludes with worship and music to send us on our adventure in Reno. Plus, we will have more than just social time — take part in an exciting new way for you to learn from other attendees and begin the conference with a fresh outlook.
All attendees will start their climb to Meet at the Peak by arriving at Base Camp (a.k.a. the Welcome Event and Exhibit Resource Center). You will be assigned to one of the Hiking Teams based on your climbing gear. Notice that there are different color badge holders? We’ve formed affinity groups according to your organizational focus and assigned each a different color nametag holder and lanyard. Get to know your fellow hikers, both experienced and first-timers, with introductions, by swapping previous hiking stories and more. You then will meet up with another Hiking Team to make an Expedition Group that will depart on a journey guided by a Sherpa, one of our Resource Partners serving as a trail guide. Each group will travel to Survival Tents — themed food and drink stations — as your Sherpa guides you on your ascent and transition to the next Survival Tent. You haven’t had so much fun while learning, connecting and growing in a long time!
Then, we’ll transition into worship, centering on the theme of “One Lord, One Faith, One Baptism,” bringing together the many backgrounds and traditions of the ALDE community. The featured speaker throughout the conference will be Kurt Senske, sharing insights from his book, Wine and the Word: Savor & Serve. Worship texts will be drawn from biblical stories of meeting God on the heights as we follow the central theme of Psalm 121: “I lift my eyes to the heights.”
We are also excited that AriSon will lead the music for all of our worship services, in addition to offering a concert as part of the Welcome Event. In 2004, Jennie and Brian Williamson founded Christian record label AriSon Records in Franklin, Tennessee, a suburb of Nashville. Selling over 750,000 albums, it is estimated that they have touched the lives of over two million people with their music. They are ready to guide our spirits to another place as we meet to worship our Lord together.
Tuscany A/B/C/D/E/F
TUESDAY, FEB. 24MEET AT THE PEAK
14
CONVERSATION SUMMITNeed a place to relax and connect with colleagues? Visit the Conversation Summit in the Exhibit Resource Center to rest, chat and recharge during curriculum sessions and beyond.
WEDNESDAY, FEBRUARY 258:15 - 9:30 a.m.Annual Meeting BreakfastSponsored by InFaith Community Foundation
Tuscany D/E/F
9:30 a.m. - 4:00 p.m.Servant Event - Pack Hygiene Kits for the Homeless
While in Reno, we hope you will reach new heights and SERVE! As ALDE and ELEA are organizations with Christ-centered missions, the conference Servant Event offers a perfect way to live out God’s call for us to love and serve our neighbors. With hundreds of caring conference attendees coming to town, we have incredible capacity to make a difference!
We are partnering with the Reno-Sparks Gospel Mission to pack unique hygiene kits for the homeless in the area. You’ll be able to help pack these kits onsite at the conference hotel, and then they will be handed out on the Saturday following the conference as part of a walk for awareness. The kits feature an ingenious design as hygiene items are placed into tube socks, which are then given to those in need. That way, these people have a way to carry the items, and also get a new pair of socks.
Plan to help stuff the socks during the conference. Also, please give generously for offering at conference worship — your donations will help support RSGM. If you brought hygiene items, please drop them off at the Servant Event tables in the Exhibit Resource Center.
Exhibit Resource Center
MEET AT THE PEAK
15
WEDNESDAY, FEB. 25
How to Craft Fundraising Offers That Empower Your DonorsJeff Brooks
Everything you do in fundraising comes down to answering one question: What are you asking the donor to make possible? The fundraising offer, or call to action, can make or break any project you do. This session will equip you with an easy, step-by-step method for creating fundraising offers that are true, believable and exciting. Your offers will have donors coming back to give more — because they love changing the world through your organization.
Tuscany 1
Problem Solving Tools for Generating Big IdeasJames Galvin
Would you like more and better big ideas? This workshop delivers practical tools to enhance individual and group problem solving and decision making. As a result of this session, you will be able to: 1. Use mind mapping to brainstorm solutions, 2. Use the decision-making grid to solve problems and 3. Use the action planning tool to get everybody on the same page.
Tuscany 4
Charitable Gift Annuities: Peak OpportunitiesBryan Clontz
Charitable gift annuities are by far the most popular life income giving arrangement. This engaging session will cover their history, types, rate methodology/construction, taxation and how they compare with charitable remainder annuity trusts. Two case studies will then tie everything together. When you leave this session, you will never think about gift annuities in the same way again!
Tuscany 9
Curriculum Session 1 continued on the next page.
Curriculum Session 19:45 - 10:45 a.m.
Annual Fund: Building From the Bottom UpKristen Egan - Fundamental/Core
The annual fund is the building block of any successful development program. During this session you will identify the different audiences to help you ascend from the foothills to the mountain peak. Better understanding these audiences will help you summit the mountain by pulling together a winning expedition team and the correct climbing tools to build your targeted plan for donor engagement. Finally, we will look at the donor continuum to help you maintain your annual fund program for peak performance.
Tuscany 11
Peak Relationships: Building Them, Keeping ThemMichelle Janssen and Kathy Hansen
What do a $10 direct mail donor and a $10 million ultimate gift donor have in common? A desire to make a difference with their philanthropy. This session will explore the three main components of donor stewardship: gift acceptance and acknowledgement; donor recognition and reporting. We’ll explore creative ways to build mountaintop relationships with our donors through effective donor stewardship programs. Come prepared to share your good examples of stewardship practices that build meaningful, mutually beneficially relationships with your donors.
Tuscany 2
Teaming Up for Success: Major Gift Officers and ResearchersJulie Fregetto and Andrew Steele
Whether you work for a small nonprofit on a limited budget or a national entity that can purchase sophisticated tools, you’ll benefit from this session’s inventive research techniques to help build your major gifts program and prospect pipelines. You’ll learn how to locate the best data, the prospective donors to focus your time on and the key donor elements most important in solicitation strategy sessions. The presenters will also cover the intersecting roles of the Major Gifts Officer and Prospect Researcher in securing major gifts for your organization.
Tuscany 3
Raising Money for Your Congregation and SchoolMike Ward
Have you ever done a $10,000 car wash? Can you imagine exceeding your ministry budget on an annual basis? Have you ever had someone say a fundraising event had more to do with baptismal covenant than with asking for money, yet it raised four times the money raised in the previous attempt?
Raising money in the congregation and school context is unique. Unfortunately, we have not modeled the best fundraising tactics and therefore we are often frustrated by both the process and the results. This session will explore both short term funding events as well as building sustainable annual fund models for your congregations and schools.
Tuscany 10
RESOURCE SESSION: Fundraising Vital Signs That Matter the MostCaity Craver - DonorTrends
Join DonorTrends CEO Caity Craver as she addresses how to quickly asses the health of your fundraising program. Learn what key fundraising performance metrics matter the most, and how to use them to uncover strengths and weakness in your program. Learn how your peers are achieving fundraising success by increasing donor value and donor retention as well as decreasing cost by mailing smarter through real-world case studies. Please note that Resource Sessions are sponsored sessions, so presenters may discuss how their products/services can help address the topic at hand. These sessions are not recorded.
Tuscany 12
Curriculum Session 19:45 - 10:45 a.m.
Continued
WEDNESDAY, FEB. 25MEET AT THE PEAK
WEDNESDAY, FEB. 25MEET AT THE PEAK
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10:15 a.m. - 4:30 p.m.Exhibits Open
Exhibit Resource Center
10:45 - 11:15 a.m.Coffee Break in Exhibit Resource Center Sponsored by Lutheran World ReliefTake time to relax and chat with friends. Guests may attend breaks as long as they have purchased a guest registration.
Exhibit Resource Center
11:15 a.m. - 12:15 p.m. - KeynoteSteve Zimmerman Principal of Spectrum Nonprofit Services
Tuscany D/E/F
12:30 - 1:30 p.m.Lunch With Church Body Foundations Sponsored by ELCA Foundation - Naples 1-5 Sponsored by LCMS Foundation - Tuscany 5/6Sponsored by WELS Foundation - Sorrento 1 Ecumenical/Other Denominations - Sorrento 2
In-Depth: Using the Matrix Map to Make Strategic DecisionsSteve Zimmerman
Building upon the keynote, this interactive session introduces you to the matrix map, a visual representation of an organization’s business model designed to integrate revenue generating activities and mission impact. Walk through a matrix map process providing you a hands-on tool to take back to your senior leadership team and implement. We’ll also analyze the map, highlighting opportunities to more clearly define your organization’s business model and make strategic decisions that will lead to greater sustainability.
Tuscany 4
Video Storytelling: What Really MattersMike and Kristin Sukraw
Video is one of the most under-utilized forms of communication, but it has the power to connect with donors unlike any other medium. Mike and Kristin speak at nonprofit conferences around the country to help demystify the process of video production and show organizations like yours how they can bring their audience to the front lines of their work through visual storytelling.
In this presentation, you’ll learn how to tell a compelling story as well as how to find and share your best stories through video. Utilizing storytelling techniques as well as interview strategies that combine journalism and counseling theories, your attendance at this session will have highly practical and immediate takeaways.
Tuscany 10
Engaging Donors as AdvocatesTara Mulder
Does your organization strive to make systemic change for the people you serve? Donors are one of your most valuable assets for getting your voice heard among policy makers and government officials. Learn how to educate your donors and advocates on the important topics that impact your mission. You will also discover how to harness the power of your donors as advocates to affect policy making.
Curriculum Session 2 continued on the next page.
Tuscany 1
Curriculum Session 21:45 - 2:45 p.m.
WEDNESDAY, FEB. 25MEET AT THE PEAK
Data-Driven Annual Fund: Smart Ways to Strengthen a Renewable Giving ProgramPanel Discussion: Carol Erickson, moderator
This panel session will delve into the intersection of data and renewable giving. Incorporating a cross section of annual fund and constituent management professionals, we will touch on such critical areas as how to use your data to create effective segmented appeals; cultivating mid-level and major donors from your annual fund pool and more. We’ll explore how to let your data help you get to know your donors better and make more meaningful connections.
Tuscany 2
Big Ideas: Structuring for Campaign SuccessAllison Beebe
A solid fundraising strategy undergirds any successful major campaign. This session will offer strategies for adapting Rosso’s concentric circles model to your organization’s needs; securing early leadership gifts; creating buy-in among diverse constituents; offering meaningful opportunities for volunteer engagement; developing a unique campaign marketing plan and story arc; creating an ongoing framework for evaluation and, sometimes, knowing when to throw out the rules.
Tuscany 3
Got Grain? (and Other Farm Assets)Jason Gerdes and Neal Koch
From purple mountain majesties to amber waves of grain! Interested in turning crops, livestock and/or farm machinery into gifts and income to help your ministry ascend to new heights? Learn how to connect with donors in the agricultural community to raise current and deferred gifts that will surprise you and them. This session will cause you to rethink which mountains to climb and will help you connect with donors who have the potential to become some of your best major donors.
Tuscany 9
Powerful Planned Giving With a Shoestring Staff and a Shoestring BudgetBryan Clontz - Fundamental/Core
In just 60 minutes, you will learn how to create a robust planned giving program with no money and 2-3 hours per month. This highly interactive session explains planned giving in simple terms, describes what really motivates donors to give and literally provides a step-by-step action plan for when you get back to the office. Over the last 20 years, more than 3,000 attendees have enjoyed and benefited from this talk and nearly every attendee says, “I never thought it could be this easy for absolutely no money!”
Tuscany 11
RESOURCE SESSION: Don’t Climb Alone. Let Thrivent Help You Reach the Top. Laurie Wilkinson - Thrivent Financial
As a Christian development executive you have many mountains to climb — finding prospects, equipping advocates and delivering the right solutions to motivated donors are just a few examples. Thrivent Financial has the people, resources and relationships to assist you in your work. In this interactive session, you will learn about several new Thrivent initiatives and be connected to a local Thrivent “guide” who can help you navigate the “giving terrain.” Please note that Resource Sessions are sponsored sessions, so presenters may discuss how their products/services can help address the topic at hand. These sessions are not recorded.
Tuscany 12
Curriculum Session 21:45 - 2:45 p.m.
Continued
WEDNESDAY, FEB. 25MEET AT THE PEAK
19
2:45 - 3:15 p.m.Dessert and Coffee in Exhibit Resource CenterSponsored by ELCA, LCMS and WELS Foundations and Lutheran World ReliefGuests may attend breaks as long as they have purchased a guest registration.
Exhibit Resource Center
Peak Proposals: Elevate Your Grantseeking SuccessKathleen Gabriel - Fundamental/Core
Are you ready to move from grant proposal writing to grant winning? Attend this informative and interactive session that will help you attract foundation support for your organization’s most pressing needs. Rise above your competition by learning what makes private foundations tick. Gain altitude by identifying funding prospects that align with your strategic priorities and cultivating relationships with foundation decision makers. Reach the summit by soliciting funding sources with well-written proposals and then creatively stewarding grant awards to build a pipeline of future support. This session will offer something for everyone, yet it will be especially helpful to those who are new or nearly new to proposal writing.
Tuscany 11
Building Your Neighborhood — Tips for Navigating a Great Big Online World Todd Felts
We hear it every day, “Connect with me on LinkedIn, friend me on Facebook, follow me on Twitter, visit my website or read my blog.” But what does this really mean when you’re looking to get someone to move from mere intention to taking action? The session will help you recognize that big worlds require building neighborhoods of people we regularly talk with, listen to and understand. Todd Felts will explore tactics for building your online neighborhood — including language, images and messages — that get people to take action — by setting online goals, building measurable objectives and implementing ideas so our friends down the street sit up and take notice.
Tuscany 1
Acquire New Donors to Raise More Money Now — and Lots More in the FutureStephen Hitchcock
Your organization can raise more money only if it consistently acquires new donors — thus providing new prospects for major gifts and planned giving. Attrition of donors must be offset every year, and expanding the base of support helps offset fluctuations in funding from other sources.
This workshop will help you identify the best prospects as new donors — and the most effective techniques for converting those prospects into contributing donors. You will learn how to assess the costs and benefits of acquisition channels — direct mail, special events, telephone and online. Reactivating lapsed donors and other methods of offsetting attrition will be discussed. Also learn how to welcome new donors in a way that will boost their long-term value.
Tuscany 2
Biblical Principles for Leading and Following WellJames Galvin
Everyone needs to follow well when you are on a big mission. Leaders can do nothing if people do not follow. Learning how to help people follow well is key to leadership. As a result of this workshop, you will be able to: 1. Identify the four kinds of follower abuse in the workplace, 2. Discern between the three types of followership found in the Bible and 3. Use the five levels of followership to assess what people need from you.
Curriculum Session 3 continued on the next page.
Tuscany 4
Curriculum Session 33:15 - 4:15 p.m.
WEDNESDAY, FEB. 25MEET AT THE PEAK
Actively Listening to Our Donors: Evaluating Campaign Effectiveness Through Constituent InputJeanie Lovell and Ann Sponberg Peterson
Many nonprofit organizations rely on campaigns as part of their fundraising efforts, but few take time to formally evaluate. In this session, campaign co-directors from Luther College will share highlights of their “Listening Post” project — an interactive campaign evaluation that engaged key donors in small focus-group discussions. Learn about the format, open-ended questions and active listening process you can use to invite thoughtful feedback and ideas from key stakeholders to reach new heights with your major gifts program. The presenters will also discuss creative ways to disseminate the information gleaned and provide an overview of key ideas being implemented.
Tuscany 3
Questions ARE the Answer: Leading Donor Decision MakingDonna Schumell
Meet donors where they are before you help them decide where to go and how to get there!
• Learn how to guide a legacy conversation with donors that aligns their unique values and financial situations with specific charitable giving practices• Join the best of the best and master a simple, targeted decision making conversation using an inductive process that encourages donor discernment• Develop four power question types that convey your expertise to the donor without telling them you’re an expert
Tuscany 9
Organization Development and Change (OD&C) — Big Ideas for Improving Your ProcessSteven Goodwin
Here’s the thing about process improvement: it doesn’t matter what the process is. Whether you are making furniture, educating young children or helping the organizations that educate young children, the principles of OD&C will work for your organization. In this collaborative, experiential and interactive workshop you will apply the principles of OD&C to an actual issue in your organization. You can expect an intense, focused session geared toward making change in organizations facing tough problems and limited resources to address those problems. Suggestions for reference materials and additional learning will also be made available … so bring your electronic devices!
Tuscany 10
RESOURCE SESSION: Producing Videos In House — A Guide to Reliant’s E-Learning Course for NonprofitsMike and Kristin Sukraw - Reliant Studios
Join Mike and Kristin Sukraw, owners of Reliant Studios, as they walk through the ins and outs of telling your own organization’s stories through video. They will also reveal their brand new e-learning course designed to help nonprofits learn everything from building a culture of storytelling, choosing the right equipment, basic lighting and editing, to name a few topics! Reliant spent a year developing this course specifically for nonprofit organizations. It includes many downloadable resources, quizzes and how-to videos.
Please note that Resource Sessions are sponsored sessions, so presenters may discuss how their products/services can help address the topic at hand. These sessions are not recorded.
Tuscany 12
Curriculum Session 33:15 - 4:15 p.m.
Continued
21
Breakfast is On Your Own
9:00 - 9:30 a.m.Worship - One Lord, One Faith, One Baptism
When we Meet at the Peak for worship, our time will center on the theme of “One Lord, One Faith, One Baptism,” bringing together the many backgrounds and traditions of the ALDE community. The worship services feature a new format for this conference as one speaker is going to share the message throughout the event. This featured leader will be Kurt Senske, sharing insights from his book, Wine and the Word: Savor & Serve. Worship texts will be drawn from biblical stories of meeting God on the heights as we follow the central theme of Psalm 121: “I lift my eyes to the heights.”
We are also excited that AriSon will lead the music for all of our worship services. They are ready to guide our spirits to another place as we meet to worship our Lord together.
Tuscany D/E/F
9:30 a.m. - 3:30 p.m.Servant Event - Pack Hygiene Kits for the Homeless
While in Reno, we hope you will reach new heights and SERVE! As ALDE and ELEA are organizations with Christ-centered missions, the conference Servant Event offers a perfect way to live out God’s call for us to love and serve our neighbors. With hundreds of caring conference attendees coming to town, we have incredible capacity to make a difference!
We are partnering with the Reno-Sparks Gospel Mission to pack unique hygiene kits for the homeless in the area. You’ll be able to help pack these kits onsite at the conference hotel, and then they will be handed out on the Saturday following the conference as part of a walk for awareness. The kits feature an ingenious design as hygiene items are placed into tube socks, which are then given to those in need. That way, these people have a way to carry the items, and also get a new pair of socks.
Plan to help stuff the socks during the conference. Also, please give generously for offering at conference worship — your donations will help support RSGM. If you brought hygiene items, please drop them off at the Servant Event tables in the Exhibit Resource Center.
If you have other dinner plans, that’s fine, but if you’re looking to connect more closely with members in your area, your chapter leaders have worked to find a place for your group to go and get to know each other better. Have fun!
All Over Reno!
WEDNESDAY, FEB. 25THURSDAY, FEB. 26MEET AT THE PEAK
THURSDAY, FEB. 26MEET AT THE PEAK
WHO WHAT HOW: Applying a Corporate Marketing Model for Nonprofit Fundraising SuccessCheryl Williams and Steve Raabe
Using an interactive, case study approach, you will see and learn how to:
• Understand and apply a tested marketing communications framework to influence successful fundraising• Identify and select your audience (your WHO)• Conduct audience research to gain a critical understanding of your key constituents• Translate that research into defining your distinctive brand identity (your WHAT)• Apply this knowledge into communications activities that strengthen your brand’s relationship impact with new and existing donors (your HOW)
Tuscany 1
Funding Big Ideas: Seven Keys to Successful CrowdfundingBrian Becker
How can you leverage technology and connections to raise funds for mission? Wheat Ridge Ministries has seeded thousands of new ministries around the globe. Now they’re using an emerging, powerful technology called crowdfunding to raise funds to launch new ministry. In this workshop, you’ll discover the seven steps needed to successfully launch and manage an effective campaign using a crowdfunding platform. Learn what crowdfunding platforms are, how to use them and how they are being employed to help faith-based organizations raise funds for new ministries.
Tuscany 2
10 Steps to Build a Peak Major Gifts Program: Preconditions to SuccessClaire Axelrad
Get dressed for major gifts success! You won’t succeed until certain preconditions are in place. It’s not rocket science. But it is rocket fuel. If your tank is empty, you won’t get very far — even if you follow all the best practices. This workshop shows you how to power up, giving you tips regarding:
• Your major gift amount• Characteristics of best major gift prospects• Prospect identification, screening and rating• Leadership support• Research … and more!
Use your takeaways from this session are to get everyone on the same page and pumped up
about developing a robust major gifts program to sustain your organization through good times and bad.
Tuscany 3
The Value of Design Thinking in Strategic PlanningChris Clark
Design thinking considers your outcomes and process in a way that is often overlooked in strategic planning. For colleges and universities — and specifically for development offices — the addition of design thinking provides a path to recommendations that can actually guide future purposes like your campaigns or project based fundraising. Many strategic planning processes aim to be specific, but the actual plans are overly broad such that nearly any future decision falls within the boundaries of the plan. With the addition of design thinking and the parameters used in it, additional future guidance is added.
Curriculum Session 4 continued on the next page.
Tuscany 4
Curriculum Session 49:45 - 10:45 a.m.
THURSDAY, FEB. 26MEET AT THE PEAK
Gifts From Business OwnersCharles Schultz
Explore sophisticated charitable estate planning techniques; gifts from IRAs and pension plans; business planning for owners who wish to retire and sell a business or transfer the business to family members and zero-tax plans for large estates. Learn how you can leverage such situations into gifts for your mission.
Tuscany 5
Elevated Ethics — Taking the High RoadHeather McGinness - Fundamental/Core
Join an interactive conversation about what it means to maintain high ethical standards as a fundraising professional and how that translates into conduct during internal and external organizational interactions. This session will include small and large group activities to help you identify core values, practice ethics-based goal setting and learn techniques to reframe challenging conversations with your key stakeholders. You will be equipped to be a donor-centric voice within your organization; recognize and seize opportunities to be an ethical leader in internal and external relationships and articulate your professional calling from a values-based perspective.
Tuscany 6
RESOURCE SESSION: Painting a Picture Through Your Case for SupportDawn M.S. Miller - Zielinski Companies
Every nonprofit organization needs to build an urgent, relevant and compelling case for support to attract donors and answer why your organization is worthy of philanthropic gifts. It is essential that as you cultivate, solicit and speak with donors you have a clear understanding and direction of where you are now and where you are going.
So what is a case for support? Whose job is it to oversee the case process? How do you develop a persuasive case statement to attract more donors and more dollars? Through this session, learn how to paint a picture through your case for support and distill a mountain of facts down to its core essence to draw donors closer to your organization. Session Topics:
• Case for support, defined• Tips on drafting a solid case for support• Gain insight and learn strategies to highlight important organizational information• Inspire donor gifts through stories, photos and sharing a passion for mission
Please note that Resource Sessions are sponsored sessions, so presenters may discuss how their products/services can help address the topic at hand. These sessions are not recorded.
Tuscany 7
Curriculum Session 49:45 - 10:45 a.m.
Continued
10:15 a.m. - 3:30 p.m.Exhibits Open
Exhibit Resource Center
10:45 - 11:15 a.m.Coffee Break in Exhibit Resource Center Sponsored by Lutheran World ReliefTake time to relax and chat with friends. Guests may attend breaks as long as they have purchased a guest registration.
Exhibit Resource Center
THURSDAY, FEB. 26MEET AT THE PEAK
24
11:15 a.m. - 12:15 p.m. - KeynoteKivi Leroux MillerPresident of Nonprofit Marketing Guide.com and EcoScribe Communications
Tuscany D/E/F
12:30 - 1:30 p.m.Lunch in Exhibit Resource Center
Exhibit Resource Center
Creating Your Own Plan to Measure Your Success Kivi Leroux Miller
During this workshop we’ll go in-depth to develop your own customized plan for measuring your marketing success as both an organization and a marketing professional.
Using a series of worksheets, you’ll hone in on what’s most important to measure, and develop a plan to measure it. We’ll sort through your options, looking at both qualitative and quantitative ways you can evaluate your marketing.
You’ll leave the workshop with a measurement plan you can take back to the office and discuss with the people who review your performance and the performance of your marketing strategy.
Tuscany 1
Engaged Donors Make Great DonorsBeth Nelson Chase
How do you lead donors to greater engagement and to becoming pinnacle parts of your organization or ministry? This session will focus on practical steps of engagement; feedback from engaged donors and key conversations and actions to assess for touchstone issues. The presentation will involve interactive components marking both successes and challenges. In this age of time limits and technology advantages, the direction for key markers becomes essential for organizations that value donor vision and passion. Key outcomes:
• Recognizing key factors that indicate donor readiness for deeper engagement with your organization• Acting on the key indicators to realize donor driven values and support• Assessment of donor interactions that will not be as fruitful for the goals of your organization• Innovative methods of engagement for donors of all ages and levels of support
Tuscany 2
Wit, Wisdom ... and Whoops From ALDE’s FinestPanel Discussion: Doug Page, moderator
What does it take to truly succeed in raising major gifts for faith-based institutions and ministries? Here’s your chance to hear stories about great successes — and in some cases, the great failures that led to new insight. A panel of previous ALDE Virgil Anderson and Jay Bleeke Award winners will take your questions and share insights and highlights (and low points!) from their careers. Find out what these leaders have learned over the years and have the chance to ask your own questions about their experiences. Moderated by 2014 Virgil Anderson Award recipient Doug Page.
Tuscany 3
Curriculum Session 5 continued on the next page.
Curriculum Session 51:45 - 2:45 p.m.
THURSDAY, FEB. 26MEET AT THE PEAK
25
Community Engagement: Growing Beyond MissionKevin Matheny and Gary Withers
The authors of Forces for Good have established that collaborating beyond an organization’s self-interest (even sublimating one’s own mission) can dramatically improve an organization’s societal impact. That concept, married with Concordia University’s mission of preparing servant leaders to change the world, has yielded powerful results positioning CU Portland among the nation’s most community engaged universities and significantly improving donor support; student recruitment and retention and CU’s reputation and visibility. Today CU confidently stands at the threshold of a unique partnership between a faith-based university and an inner-city public school — one designed to meaningfully close the achievement gap, better prepare today’s future teachers and create a national model for collaboration. This session will explore the strategic architecture and elbow grease needed to make community engagement work for your organization and your community.
Tuscany 4
Blended Gifts — The Future of Gift PlanningCharles Schultz
The future is bright for gift planners who raise blended gifts! Last year, a gift planner at a medical center proposed a major gift to a donor. After discussion, the donor agreed to make a $1 million cash gift and pledged a $29 million bequest. Charles will share examples of donors who have decided to create these types of blended gifts (often with bequests or unitrusts). The future successful gifts planner will be adept at blending gifts. You will learn the best strategies for marketing and structuring these combination cash or property gifts and planned gifts.
Tuscany 5
The Donor VisitMike Ward - Fundamental/Core
This session explores the donor visit and how you can turn a $25 donor into a $2,500 supporter. Energy will be given to explore the entire donor encounter from the phone call to set up the appointment through what to bring to the meeting to what you talk about to how you follow up afterward. Do you ever wonder if you talk too much? Do you make the donors feel like they are more important than your ministry? We will explore mistakes and describe strategies to have the best donor visit possible. Leave with confidence that your visits are valuable for both your organization and for the donor.
Tuscany 6
RESOURCE SESSION: Design and Build the Ultimate Advancement OfficeAlan Zacharias - Zacharias Advancement Consulting LLC
This fast-paced session will focus on the elements of today’s evolving high performance advancement office. Analytics, integration and strategy are a few of the elements of the ultimate office … but other essential elements are often overlooked or completely ignored. Raise your sights higher and reach your destiny by understanding the foundation and structure of the ultimate advancement office.
Please note that Resource Sessions are sponsored sessions, so presenters may discuss how their products/services can help address the topic at hand. These sessions are not recorded.
Tuscany 7
Curriculum Session 51:45 - 2:45 p.m.
Continued
2:45 - 3:15 p.m.Coffee Break in Exhibit Resource CenterSponsored by Lutheran World ReliefTake time to relax and chat with friends. Guests may attend breaks as long as they have purchased a guest registration.
Exhibit Resource Center
THURSDAY, FEB. 26MEET AT THE PEAK
All-Wheel Drive (AWD) BrandingTodd Felts
Around here in Reno, nearly all of us have a car that can get us through the bad weather. These days, organizations need AWD branding that helps you get through sudden storms and other issues competing for your audience’s attention. This session will explore how developing strong messages on one wheel can make up for the lack of traction on other wheels. AWD branding is about more than a logo or tagline, but who you are and what you contribute. It’s about positioning. Todd Felts will provide examples from Reno’s “Biggest Little City” rebranding efforts, which drove people in this community to tell our story for us and will show how it can translate to your own AWD branding strategy.
Tuscany 1
Connecting Your Donors to Your ImpactPanel Discussion: Kristen Egan, moderator
Are you looking for new, innovative ways to connect your donors to the meaningful work they accomplish? (Your answer should be yes!) Then this session is for you! Discover the many creative ways organizations are demonstrating to donors how their gifts are being used to make a difference in the world. We will look at very broad strategies such as newsletters and communications tools, to more targeted methods that involve mid-level and major donor strategies. You will come away from this session energized to apply new ideas in your own shop!
Tuscany 2
50 Ways to Move Your Donor: Cultivation and Stewardship SolutionsClaire Axelrad
How do you know when it’s time to ask? This workshop will lead you step by step to the point of readiness. No more guessing. It will become crystal clear when your prospect is primed for your ask, and since every donor is different, you’ll learn to develop a multitude of different cultivation options — different strokes for different folks. Arm yourself with the “Get to 100” system so that you avoid cultivation paralysis — a truly dreaded disease that will destroy all of your hard work unless you are mindful.
If you’ve been curious about moves management and how that might work for your organization, this workshop is for you. You’ll learn:
• 50 cultivation and stewardship opportunities• 10 additional cultivation opportunities via social media• How to choreograph and measure your moves to know when you’re ready to ask• Five to-dos to take your donor prospect to the next level
Tuscany 3
RESOURCE SESSION: Women in Philanthropy: History, Capacity and PotentialMelissa Buller - The Fund Raising School
In the past 30 years, women have emerged on the philanthropic landscape as a visible and bold presence. They are changing the face of philanthropy and transforming society around the world. Today’s reality is that women, strengthened by increasing economic power and education, are as likely as men to be philanthropists.
Please note that Resource Sessions are sponsored sessions, so presenters may discuss how their products/services can help address the topic at hand. These sessions are not recorded.
Curriculum Session 6 continued on the next page.
Tuscany 7
Curriculum Session 63:15 - 4:15 p.m.
THURSDAY, FEB. 26MEET AT THE PEAK
27
May I Have This Dance: How One CEO, CMO and SVP Stay in Step to Accomplish MissionDavid Kahle, Evan Moilan and Kurt Senske
How can you work with fellow leadership to accomplish goals? In 2013 Lutheran Social Services of the South discovered it had an incredible opportunity to meet an urgent need to focus on deferred giving, grow the annual fund and reimagine the mission of this 133 year old agency. To accomplish this, three leaders with more than 70 years of combined experience in executive leadership, external relations and advancement came together, reinventing their roles and challenging the norm, to dance together. This panel discussion will focus on what it takes to successfully work together to match the gifts, skills and passions of current and future leaders to meet the opportunity to grow an agency and insure the future.
Tuscany 4
Planned Giving is Rated G: All Ages AdmittedDavid Novak
Traditional fundraising thought is that planned giving prospects are 65, 70 or older. Clearly, certain charitable gifts are designed for this age group. However, planned gift opportunities are not only available for younger donors, but are often prudent for fundraisers like you to uplift. Our session will take a close look at deferred gift opportunities for prospects of all age groups.
We will explore which deferred gifts will make the greatest impact for both the planned giving prospect, as well as your organization. We will discuss and consider what gifts your cause might be willing to commit to and how to best allocate planned giving resources when serving prospects of all ages.
Tuscany 5
Planning Special Events for a Mountaintop ExperienceDiane Covert and Dan Zieschang - Fundamental/Core
No matter your role, if your organization has a special event or events, you know that you’re involved. Set yourself apart by learning how to contribute ideas and best practices that will take your gatherings from the foothills to the highest peaks of success.
Come to this session to gain a realistic understanding of the labor and other costs involved and learn how to budget so that you can make money and secure supporters, avoiding the pitfalls of an event that costs too much to run. Equip yourself with the tools to successfully use volunteers, board members and sponsors to make the event enjoyable, and more cost effective. Learn about the current special events trends, and how a successful event should look. Perhaps most importantly, you will be shown how to incorporate special events as part of an overall development plan and the relationship of events to the marketing plan.
Tuscany 6
Curriculum Session 63:15 - 4:15 p.m.
Continued
3:30 p.m.Exhibits Close for the Conference Please keep this time in mind as you plan and conduct business throughout the conference.
MEET AT THE PEAK
28
Peak Performance: Proven Principles of Top Performers Brian Becker
Do you feel like you’re being stretched in too many directions … like you’re losing energy and focus? Then this workshop is for you. You will explore ways to keep God at the center of your life, to be fully present at home and to be productive at work. Together we’ll explore these key points:
• Discovering the connection between rest and resilience• How simple movement affects much more than fitness, including mental and emotional health• Effectiveness is not about time management, but energy management• Increasing renewed sources of energy• Sustaining new, positive habits• Increasing creativity and problem solving ability
Tuscany 2
Know Thyself: Exploring Asking Styles for Peak PerformanceJeanie Lovell
Personality plays a major role in our work as development professionals, and we don’t all need to be the same to be effective. This interactive mega session will focus on the concepts in Andrea Kihlstedt’s new book, Asking Styles: Harness Your Personal Fundraising Power. “The key to asking is knowing (and being) yourself!” Learn your asking style, discuss practical tips for all four styles — Go-Getter, Mission Controller, Kindred Spirit, Rainmaker; better understand your own strengths and characteristics and engage with fellow participants about how to best maximize your style in working with colleagues, board members and donors.
Tuscany 3
Curriculum Session 7 continued on the next page.
6:00 - 7:00 p.m.Pre-Banquet Cocktail Reception Chat with new and old friends and enjoy a drink from the cash bar.
Tuscany Foyer
7:00 - 9:00 p.m.Annual Banquet and Awards Celebration Enjoy great conversation, wonderful food and the inspiring presentation of ALDE’s annual awards.
Tuscany D/E/F
9:00 - 11:00 p.m.Reception Acknowledging Award Honorees Sponsored by Blackbaud and others — see screens during the banquet for details. Congratulate this year’s award recipients and continue building your network. All are welcome!!!
Tuscany Foyer
THURSDAY, FEB. 26FRIDAY, FEB. 27
FRIDAY, FEBRUARY 27
Mega Sessions: Curriculum Session 78:15 - 9:45 a.m.
The broad development topics offered on Friday morning as Mega Sessions are opportunities to take in “mini keynotes” that will help you reach new heights through what you’ve learned at the conference.
FRIDAY, FEB. 27MEET AT THE PEAK
29
Mega Sessions: Curriculum Session 78:15 - 9:45 a.m.
Continued
10:00 - 10:30 a.m.Closing Worship
When we Meet at the Peak for worship, our time will center on the theme of “One Lord, One Faith, One Baptism,” bringing together the many backgrounds and traditions of the ALDE community. The worship services feature a new format for this conference as one speaker is going to share the message throughout the event. This featured leader will be Kurt Senske, sharing insights from his book, Wine and the Word: Savor & Serve. Worship texts will be drawn from biblical stories of meeting God on the heights as we follow the central theme of Psalm 121: “I lift my eyes to the heights.”
We are also excited that AriSon will lead the music for all of our worship services, in addition to offering a concert as part of the Welcome Event. They are ready to guide our spirits to another place as we prepare to return to our homes.
Tuscany D/E/F
Creating Appeals for Peak PerformanceBonnie Meyer
Learn how to create effective fundraising appeals that maximize net revenue for mission growth while sustaining long-term donor loyalty. What can you do to develop appeals that support short-term and long-term goals for your organization? This session will provide valuable insights and practical tools to help you:
• Write and design fundraising appeals that build loyalty and drive results• Identify distinct segments of your donor file• Tailor communications to enhance relevance and impact with your constituents
Tuscany 4
RESOURCE MEGA SESSION: How to Save on Tech and Do MoreRosette Nguyen - TechSoup Global
TechSoup, a nonprofit, provides donated and discounted technology products and free educational resources. It helps churches, religious organizations and other nonprofits make a positive impact on their communities. TechSoup has distributed $104 million in technology products to 25,000-plus religious organizations. Last year, 10,000-plus religious organizations saved over $37 million through TechSoup.org. Join Rosette to learn:
• How your organization can get hardware and software at substantial savings — Microsoft Windows for $12, Intuit Quickbooks for $25 and Bitdefender Antivirus Software for $8• How religious organizations use TechSoup services and free educational resources to achieve their missions• What religious organizations say about TechSoup benefits
Please note that Resource Sessions are sponsored sessions, so presenters may discuss how their products/services can help address the topic at hand. These sessions are not recorded.
Tuscany 5
CONVERSATION SUMMITNeed a place to relax and connect with colleagues? Visit the Conversation Summit in the Exhibit Resource Center to rest, chat and recharge during curriculum sessions and beyond.
Still not had enough of the speakers? Check out the...
BOOK SIGNINGS AND SALES EXHIBIT RESOURCE CENTER - Tuscany A/B/C
Wednesday, February 25, 2015 Jeff Brooks 10:50-11:15 a.m.The Fundraiser’s Guide to Irresistible Communications andThe Money-Raising Nonprofit Brand: Motivating Donors to Give, Give Happily, and Keep on Giving
James Galvin10:50-11:15 a.m.I’ve Got Your Back: Biblical Principles for Leading and Following Well
Steve Zimmerman (written with Jeanne Bell)2:50-3:15 p.m. The Sustainability Mindset: Using the Matrix Map to Make Strategic Decisions
Kurt Senske2:50-3:15 p.m. Wine and the Word: Savor & Serve and The Calling: Live a Life of Significance
Thursday, February 26, 2015
Kivi Leroux Miller 12:45-1:30 p.m. The Nonprofit Marketing Guide and Content Marketing for Nonprofits
Kivi Leroux Miller
Kivi Leroux Miller is President of Nonprofit Marketing Guide.com and EcoScribe Communications and author of two books, The Nonprofit Marketing Guide: High-Impact, Low-Cost Ways to Build Support for Your Good Cause (June 2010) and Content Marketing for Nonprofits: A Communications
Map for Engaging Your Community, Becoming a Favorite Cause, and Raising More Money (August 2013). She is also a certified executive coach.
Through training, coaching and consulting, Kivi helps small nonprofits and small communications departments at larger organizations make a big impression with smart, savvy marketing, communications and fundraising. She teaches a weekly webinar series and writes a top-ranked blog on nonprofit
communications at Nonprofit Marketing Guide.com. Thousands of nonprofits in all 50 U.S. states, across Canada and in more than 30 countries have participated in Kivi’s webinars.
After many years in the San Francisco Bay Area and Washington, D.C., she now lives in rural North Carolina with her husband, two young daughters, three cats, a dog and countless backyard wildlife. She enjoys writing, gardening, volunteering, hiking, vegetarian cooking and teaching her kids how to bake.
Steve Zimmerman
Steven D. Zimmerman, CPA, M.B.A. is the Principal of Spectrum Nonprofit Services, where he provides training and consulting in the areas of finance and strategy for nonprofits throughout the country. He is coauthor of The Sustainability Mindset, published in 2014, and Nonprofit Sustainability: Making Strategic Decisions for Financial Viability. Steve has also written for Blue Avocado, an online magazine for nonprofits; The Nonprofit Quarterly and Board Source. Prior to starting Spectrum, Steve was a Projects Director with CompassPoint and has extensive nonprofit experience serving as a Chief Financial Officer, Development Director and Associate Director at community-based nonprofits. He is a Certified Public Accountant and earned a B.A. from Claremont McKenna College and an M.B.A. from Yale University.
Jeff Brooks
Jeff Brooks, Creative Director at TrueSense Marketing, has served the nonprofit community for more than 25 years, working as a writer and creative director on behalf of top nonprofits, including CARE, St. Jude Children’s Research Hospital, World Vision, Feeding America, Project HOPE and dozens of urban rescue missions and Salvation Army divisions. He blogs at futurefundraisingnow.com, podcasts at fundraisingisbeautiful.com, and is the author of two books: The Fundraiser’s Guide to Irresistible Communications (2012) and The Money-Raising Nonprofit Brand (2014). In previous careers, Jeff was a classical musician and an English teacher. He lives in Seattle.
Donna Schumell
As a tax and estate planning attorney, Donna Schumell has worked over 25 years with wealthy individuals, donors, families, businesses and their advisers to define, create, protect, grow and transfer wealth. Estate settlement work exposed her to the heartbreaking results occurring when assets pass without a plan. Donna advocates that a wealth plan must address life AND death, things AND people. She has keynoted, consulted, coached and trained financial professionals, firms and their clients in 48 states and 12 countries.
Donna is an active member of Our Savior’s Lutheran Church faith community in Hartland, Wisconsin, and an Ambassador of Generosity with National Christian Foundation.
MASTER CLASS SPEAKERS
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KEYNOTE SPEAKERS
Claire AxelradClaire Axelrad, J.D., CFRE, was named Outstanding
Fundraising Professional of the Year by the Association of Fundraising Professionals and brings 30 years of frontline development and marketing experience to her work as Principal of her social benefit consulting firm, Clairification. Claire offers oodles of resources on her site, writes a monthly feature on social media for nonprofits at Maximize Social Business and is a frequent contributor to leading nonprofit resources, including Nonprofit Hub, 4GOOD, FundRaising Success Magazine, Nonprofit.about.com, npENGAGE Experts and Guidestar. Clairification was named “Best Fundraising Blog of 2013” by FundRaising Success Magazine. A member of the California State Bar and a graduate of Princeton University, Claire currently resides in San Francisco.
Connect with Claire on Twitter @CharityClairity, www.pinterest.com/charityclairity or LinkedIn.
Brian BeckerAs Senior Vice President at Wheat Ridge Ministries, Brian
Becker is involved with external affairs that impact resource development, ministry connections and future program development efforts. In his first eight years at WRM, he led efforts to help inspired leaders develop innovative health and human care ministries. The program area includes grant making, crowdfunding, leader assemblies, program evaluation and resources to support new ministry leaders. Brian is a frequent workshop leader and conference speaker around the country.
Allison BeebeAllison Beebe serves as Campaign Assistant for the ELCA
Malaria Campaign. Allison’s main responsibilities include managing a national network of volunteers, equipping constituents to join the campaign and communicating the impact of ELCA-supported malaria programming in Africa to individuals and congregations. Allison began working for the ELCA in September of 2011. Previously, Allison served on the Board of Lutheran Campus Ministry — Twin Cities, and attended the 2010 Lutheran World Federation Assembly as a Steward. Her academic background is in global studies from the University of Minnesota. Allison lives in Chicago, Illinois.
Melissa BullerMelissa A. Buller is an Associate Director of The Fund
Raising School, where she has been a member of the team for more than eight years. For the inaugural year, she served on the Dean’s Advisory Council for the organization of the IU Lilly Family School of Philanthropy.
Buller’s work centers on new constituent development and cultivation. She manages the direct mail, internet marketing and print and social media outreach for The Fund Raising
School. She works with nonprofit CEOs, foundation program managers and conference planners to develop customized training programs for the intended audiences.
Prior to joining The Fund Raising School, Buller worked in college and university marketing at Washington University in St. Louis. She served in key roles on university strategic planning teams that focused on improving processes; refining and expanding marketing and communication campaigns and increasing diversity. She travelled throughout the U.S. and Europe making presentations to high school students, guidance counselors and parents, and at state and national conferences. Buller has also served on planning committees for state and national conferences and served as Program Chair for the 2013 Indiana Philanthropy Day conference.
Buller has also been actively involved in the nonprofit sector as a Board Member for the St. Louis Junior Chamber of Commerce, Area 7 Special Olympics and College Mentors for Kids. She also served as a volunteer Big Sister with Edgewood Children’s Home and Big Brothers Big Sisters of Central Indiana and as a volunteer fundraiser for the St. Louis Effort for AIDS. She is currently Co-Chair of her church’s capital campaign and a member of the AFP Indiana Board of Directors.
Buller earned a B.S. in business administration from the University of Evansville, an M.A. in human resources management from Washington University in St. Louis and the Certificate in Fund Raising Management from The Fund Raising School at the IU Lilly Family School of Philanthropy.
Chris ClarkChristopher A. Clark is a Senior Associate in Bentz Whaley
Flessner’s Minneapolis office. He is a member of the higher education practice with great experience in annual giving, major gifts and institutional positioning for campaign success.
For more than a decade, Chris was a member of the development team at Carleton College. He began his development career leading Carleton annual giving. Carleton College has one of the highest alumni participation levels of any college or university in North America. He also served as a Major and Principal Gift Officer during Carleton’s successful campaign. After leaving Carleton, he joined The Blake School’s leadership team as their Chief Advancement Officer overseeing development, alumni and communications.
Chris is a recognized leader in philanthropy, having chaired the S.T.A.F.F. Conferences and presented more than 10 times to the annual gathering. He has also spoken at CASE Conferences and other gatherings.
He graduated from St. Paul’s School (Concord, New Hampshire). He holds a B.A. from Carleton College (Northfield, Minnesota) and an M.B.A. from the Carlson School of Business at the University of Minnesota.
Bryan ClontzBryan K. Clontz, CFP, CLU, ChFC, CAP, AEP, is the
Founder and President of Charitable Solutions, LLC, specializing in noncash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and life insurance appraisals/audits. He is the current Leon Levy Charitable
SPEAKERSMEET AT THE PEAK
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Fellow at The American College. He also serves as a Senior Gift Planning Consultant to the National Philanthropic Trust’s Charitable Asset Trust and a Senior Consultant to Ekstrom & Associates — a community foundation consulting firm in New Haven, Connecticut.
In the decade prior to founding Charitable Solutions, LLC, in 2003, Bryan served as the Director of Planned Giving for the United Way of Metropolitan Atlanta, National Director of Planned Giving for Boys & Girls Clubs of America and then as Vice President of Advancement at The Community Foundation for Greater Atlanta. He received a bachelor’s degree in business administration from the College of Charleston in Charleston, South Carolina; a master’s degree in risk management and insurance from Georgia State University in Atlanta, Georgia and a master’s degree in financial services from the American College in Bryn Mawr, Pennsylvania.
From 2000-2005, Bryan served as a Graduate Adjunct Professor for both personal financial planning and life insurance in the Department of Risk Management and Insurance at Georgia State University. He serves on the Editorial Board of the Planned Giving Design Center (2000-current), the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation (2001-current), the American Council on Gift Annuities’ Rate Recommendation and Research Committee (2003-2010) and the National Committee on Planned Giving (now Partnership For Philanthropic Planning) National Board for 2007-2009.
Diane CovertDiane Covert, currently Associate VP for Development, has
been part of the Lutheran Social Services of the South team for 12 years, when she started volunteering at the Krause Children’s Center in Katy, Texas. Diane found herself called to be a part of these children’s lives as a volunteer, gardening and doing art projects and yoga with them. After serving as the Director of Volunteer Services for a year, she became a Major Gifts Officer, and in her latest position continues to work with the Events Team on planning Houston area events. Diane has a great passion for the children LSS serves through all its programs across the state of Texas.
Her family has lived in Katy, Texas, for 14 years. Her husband is the Project Lead, Mid-Stream for Hess. They have two children in college, in addition to two cats, Shadow and Tod, who think they are dogs!
Caity CraverA 15 year fundraising veteran who helped grow Habitat for
Humanity, Heifer Project International and other household brands, Caity Craver, CEO of DonorTrends, heads a team of top fundraisers, statisticians and actuaries dedicated to demystifying analytics and trend reporting. She is regarded as one of the leading minds in the philanthropy analytics sector today. Her work is expanding the scope of many organizations including Goodwill, CARE, Disabled American Veterans, City Rescue Mission and Concordia Seminary, St. Louis.
Kristen EganKristen Egan, CFRE, has worked for Meyer Partners since
1999. In her role as Vice President, Kristen directly supports her clients in the creation, execution and analysis of their direct mail, marketing and online efforts. Prior to joining Meyer Partners, her experience encompassed management of the annual fund; fundraising and donor recognition events; capital campaign management; grant proposal writing and membership programs. Kristen has been an active ALDE member since 2001. She also serves on the Board of Trustees of Holy Family Ministries in Chicago, Illinois, and is an active member of the Association of Fundraising Professionals.
Carol EricksonCarol A. Erickson has spent the last 25 years as a hands-
on fundraiser for nonprofit and religious organizations at a local, state and national level. Skilled at developing and implementing comprehensive donor analytics to segment and target annual and major gift fundraising efforts, Carol most recently managed the constituent support efforts for the national offices of the Evangelical Covenant Church, a dynamic and growing church denomination with ministry locations around the world. Carol has very recently assumed the role of Associate Director of Philanthropic Engagement at Lutheran World Relief.
Todd FeltsTodd Felts is an Assistant Professor of Strategic
Communications, the former Director of the interactive journalism graduate program at the Reynolds School of Journalism at the University of Nevada, Reno, and is a fellow of the Scripps-Howard Leadership Academy. In 2014, Felts received the University’s Honors Distinguished Faculty Award and in previous years was awarded the Nevada Semenza Christian Award for Excellence in Teaching and appointed the Senior Scholar Mentor, his school’s highest honor.
Felts has worked in numerous influential positions around the nation, including for Governor Jim Hunt of North Carolina, first as Deputy Press Secretary and Speechwriter and later as the Legislative Liaison for the North Carolina Division of Child Development, working to improve childcare and Smart Start. He also served the Special Olympics World Summer Games, consulted to leading Fortune 50 companies in marketing during crisis, was Director of Communications for a program of the Pew Charitable Trusts at the Trust for Early Education (now Pre-K Now) and the Director of Media Relations of RMR & Associates. Prior to becoming a full-time professor, Felts was the National Director of Business Development for Ogletree Deakins, one of the nation’s largest law firms, and was an Adjunct Professor at Kennesaw State University. In his early years, Felts served as the Public Information Officer for the North Carolina Zoological Park and was the host of “At the Zoo,” a nationally syndicated segment on FOX.
In addition to teaching, Felts consults with businesses across the United States on 33
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building traditional and online public relations and advertising. He has trained Algerian Youth in building social media programs through the Northern Nevada International Center and the U.S. Department of State. He also was a corecipient of a National Science Foundation Grant to create a community engagement campaign to increase the number of students who major in science.
Felts is a doctoral candidate in management and leadership at Drexel University, holds a Master of Arts in liberal studies in international communications from Georgetown University and a bachelor’s degree in communications and political science from Lenoir-Rhyne University.
Julie FregettoJulie Fregetto joined the ELCA in 2013 as the Manager of
Prospect Review, Research and Analysis. In this position she is responsible for increasing the number of major gift and planned giving prospects identified via data mining, benchmarking and research. Prior to joining the ELCA, Julie served as Senior Associate for a philanthropic consulting company based in Chicago, Lisa M. Dietlin and Associates, Inc., for over eight years. She recently completed her M.B.A. from Northeastern Illinois University in May 2014.
Kathleen GabrielKathleen Gabriel, GPC, is President of Integrity Writing
Services. She has 24 years of professional proposal writing and fundraising experience. For 10 years she directed marketing and public relations activities for financial services firms. During the course of her nonprofit career, Kathy has helped secure more than $38 million in grant support for a broad range of campaign and institutional priorities. In March 2008, Kathy was one of the first in the nation to obtain Grant Professional Certification. She has a Bachelor of Arts degree in English literature from Bethel University in St. Paul, Minnesota. Originally from the Midwest, Kathy now resides in sunny Pensacola, Florida.
James GalvinJames C. Galvin, Ed.D., President, Galvin & Associates,
is an organizational consultant and facilitator specializing in strategy, change and leadership development for faith-based nonprofits. Jim’s most recent book is titled, I’ve Got Your Back, a leadership parable with a compelling story that delivers a concise theology of leadership and followership.
Jason GerdesJason Gerdes serves as Director/Development for Nebraska
Lutheran Outdoor Ministries (NLOM). Being a former camper and a counselor helps him share the impact that outdoor ministry has on young people. Jason joined the development staff in 2000 and has served as the Director since 2005. He
has helped secure $18 million in current gifts and $10 million in planned gifts since starting with NLOM. Jason met his wife, Leslie, while they were both serving as counselors and now
their children are attending camp.Prior to joining the staff at NLOM, Jason received his
bachelor’s degree in agriculture sciences and natural resources from the University of Nebraska—Lincoln. He has been a member of ALDE since he started in the profession and is also active in his congregation and on a number of other boards and committees.
Steven GoodwinSteven Goodwin is the President of TurningWest, Inc., a firm
specializing in organizational development and leadership training. Through more than 25 years as an experienced leader, and via his doctoral work in organizational development and leadership focused on turning around underperforming organizations, Steven has acquired unique expertise in creating healthy organizations and stronger leaders. He marries the academic knowledge of organizational development and leadership to the practical as evidenced in his leadership of four churches, the founding of two social service organizations and one nonprofit sports outreach. He has been a consultant to scores of organizations as diverse as the Los Angeles County Department of Mental Health, First 5 LA, Christian congregations, independent family dairy farms, foundations, nonprofit organizations, media companies and large corporations.
Steven is an acclaimed author of numerous books and journal articles. He has an unusual ability to not only write, but also to bring insights to life as an engaging teacher who has taught at both the master’s and doctoral levels. He has spoken to audiences across the nation, giving literally thousands of sermons, speeches, keynote presentations and seminars.
Steven is a member of the Organizational Development Network and the American Society for Training and Development. When not working, he is an ardent mountain climber, backpacker and fly fisherman. Steven has been married to Lisa for 28 years and is the proud father of two college students, Johnny and Grace.
Kathy HansenKathy Hansen is Chief Development Officer at Lutheran
Social Service of Minnesota. In that role, she is responsible for major and planned giving; annual giving; grants and special campaigns. Prior to joining LSS, Hansen served as a Senior Associate with Bentz Whaley Flessner, consulting with educational and nonprofit organizations in campaign planning and management; board development; major gifts and annual giving.
For 17 years, Hansen served as Vice President for Seminary Relations at Luther Seminary and Executive Director of the Luther Seminary Foundation in St. Paul, Minnesota. She led three highly successful comprehensive campaigns that collectively raised over $200 million to grow the seminary’s endowment, support innovative educational programming and build a strong, renewable base of support. Early in her career, she served as Vice President for Institutional Advancement at 34
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Midland Lutheran College in Fremont, Nebraska.In 2007, Hansen received the ALDE Virgil Anderson Award
in recognition of her career achievements as a fundraiser. She is a graduate of St. Olaf College in Northfield, Minnesota, and attended graduate school at the University of Iowa.
Stephen HitchcockStephen Hitchcock manages the direct mail and telephone
fundraising program of Bread for the World in Washington, D.C. Its 73,000 members contribute more than $4 million annually in response to mailings and phone calls. For more than two decades, most of the time as President, Steve worked for Mal Warwick & Associates, a fundraising consulting firm. He is author of Open Immediately! Straight Talk about Direct Mail Fundraising (Emerson and Church, 2004), and coauthor with Mal Warwick of Ten Steps to Fundraising Success (Jossey-Bass, 2002). Steve has conducted seminars and workshops sponsored by Public Broadcasting Service, National Public Radio, Trust for Public Land, American Cancer Society and Planned Parenthood. He is a graduate of Valparaiso University’s Christ College and of Christ Seminary-Seminex.
Michelle JanssenMichelle L. Janssen, CFRE, began a new appointment
as Dean for College Advancement at Wabash College, Crawfordsville, Indiana, August 1, 2014, after serving as Vice President for Alumni and College Relations at Berea College, Berea, Kentucky for the past three years.
Prior to her appointment at Berea, she served as Executive Director of Development for her alma mater, Valparaiso University, Valparaiso, Indiana, where she designed and directed “Our Valpo, Our Time — The 150th Anniversary Initiative,” a five-year comprehensive fundraising effort that raised $238 million.
She has been in resource development for the length of her professional career, having served Washington University in St. Louis as a Major Gifts Officer and Concordia University, Portland, Oregon, as Director of Annual Giving.
Janssen is a frequent speaker at educational conferences directed to the development professional. She developed and co-taught a highly-rated course in nonprofit ethics at the Graduate School at Washington University. Michelle is a past President of ALDE and received the organization’s lifetime achievement honor, the Virgil Anderson Award, in 2011.
David KahleDavid Kahle, Senior Vice President for Agency Advancement
and Special Assistant to the CEO for Strategic Future Initiatives, has been with Lutheran Social Services of the South since 1992 and is responsible for supervising the agency’s Development Department, including community/church relations and volunteer coordination. Prior to joining LSS, Kahle was Development Director for a national organization serving the developmentally challenged. A graduate of Hardin Simmons University, he also attended Texas Lutheran College.
Neal KochNeal Koch is a Senior Gift Planning Counselor with the LCMS
Foundation. After graduating from Concordia University, Seward, Nebraska, Neal served as Teacher and Principal in Iowa and Nebraska District Lutheran schools. He also enjoyed an extensive financial services career. In addition to Concordia, Neal completed professional programs of study at the University of Nebraska, American College and Concordia Center for Financial Leadership. Neal and his wife Pat are members of St. Paul Lutheran Church, Utica, Nebraska, where Pat teaches Kindergarten in their Lutheran school. They are thankful because all six of their grandchildren are being nurtured in their respective Lutheran schools.
Neal has been serving as Gift Planning Counselor for Lutheran organizations in the Nebraska District since 1994. He brings charitable resources and expertise to help members plan and direct their passion for giving to the people they love and the ministries they care about. The LCMS Foundation selected Neal for this important work of Gift Planning and Stewardship because of his heart to serve, his trustworthy manner and his ability to encourage others on how to transfer their blessings through a “Lifetime Plan for Giving.”
Jeanie LovellJeanie Lovell, CFRE, is Director of Corporate and
Foundation Relations and Campaign Co-Director at Luther College in Decorah, Iowa. She also serves as program director for Women, Faith, and Finance. With 22 years of fundraising experience, she is a frequent presenter on topics including grant seeking/proposal writing, campaign evaluation and women’s philanthropy. Jeanie earned a master’s degree in philanthropy and development at Saint Mary’s University of Minnesota, and a bachelor’s degree in communication and English from Central College. She is Secretary of the Iowa Chapter of ALDE and received the 2014 Outstanding Professional Fundraiser Award from the AFP Upper Mississippi Valley Chapter.
Kevin MathenyKevin Matheny, CFRE, has worked in all phases of resource
development since joining the field in 1986. He is a veteran of secondary and higher education, as well as the health care sector.
Kevin is currently Chief Development Officer for the Concordia University Foundation in Portland, Oregon. He holds a Master of Arts degree in philanthropy and development from Saint Mary’s University of Minnesota. He is designated as a Certified Fund Raising Executive (CFRE).
Formerly an Adjunct Assistant Professor of Public Administration at Portland State University, Kevin taught in PSU’s Institute for Non-Profit Management for 15 years. Kevin currently teaches in the Master of Arts in International Development and Service program at Concordia University.
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Heather McGinnessHeather R. McGinness, CNM, CFRE, is a nonprofit consultant
and AFP Master Trainer, experienced in several areas of the philanthropic sector, including higher education, social services, associations and faith-based organizations. She currently serves as Senior Consultant & Account Executive with Meyer Partners. With over 18 years of nonprofit experience, she has an extensive background in leadership and management; fundraising; marketing and communications; grant seeking; strategic planning and analytics. Heather received a B.A. in psychology from Case Western Reserve University and earned a graduate certificate in nonprofit management (CNM) from the former Mandel Center for Nonprofit Organizations at Case Western Reserve University. She maintains the Certified Fund Raising Executive (CFRE) accreditation and serves on the Board of Directors for both CFRE International and ALDE.
Bonnie MeyerAs Chief Creative Officer of Meyer Partners, LLC, Bonnie
Meyer, CFRE, oversees the agency’s creative team in developing fundraising appeals and other donor-focused communications to help a wide range of clients realize their fundraising goals. Her expertise encompasses market research, strategic visioning, copywriting, results analysis and integration of multichannel communications. Bonnie serves on the Board of Regents of Concordia University, Nebraska, and
is an active member of ALDE, the Association of Fundraising Professionals, the Direct Marketing Association’s Nonprofit Federation, the Association of Direct Response Fundraising Counsel and the National Catholic Development Conference. She is a graduate of Geneva College in Beaver Falls, Pennsylvania.
Dawn MillerA fund development professional since 1997, Dawn M.S.
Miller, CFRE, has been featured at fundraising conferences and workshops; on national audio conferences and webinars and is a frequent contributor to local, national and international fundraising publications. She has presented at the ALDE International Educational Conferences since 2012 and has written for ALDE’s Wisdom Wednesdays blog.
Dawn joined Zielinski Companies in 2004, where as Director of Consulting, Fund Development Services, she leads religious clientele and nonprofits with an education-based approach to focus on case development; annual planning; mid-level giving; major gifts and planned giving; assessments and database strategies, among other areas. Throughout her career, she has raised millions for capital campaigns, annual funds, scholarships, special gift campaigns and endowments.
Dawn is a Certified Fund Raising Executive (CFRE), a member of the Association of Fundraising Professionals, National Catholic Development Conference, St. Louis Planned
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SPEAKERSMEET AT THE PEAK
Giving Council, Partnership for Philanthropic Planning and an active community volunteer. She holds a Bachelor of Arts degree in communications with an emphasis in communication theory and rhetoric from the University of Missouri—St. Louis.
She can be reached at (800) 489-2150 ext. 166, or [email protected].
Evan MoilanEvan Moilan serves as Chief Mission Officer of Lutheran
Social Services of the South, Inc., a multifaceted, multistate, social service agency with an annual operating budget of over $85 million and 900 employees. He oversees the agency’s external relations, including: development and planned giving activities; marketing; community and church relations and press relations. Moilan is an accomplished public speaker, fundraiser and strategist for organizational growth.
An experienced nonprofit executive, Evan’s background is in leadership for nonprofit organizations. Prior to joining LSS, he served as Executive Director of the Lutheran Foundation of the Southwest, Philanthropic Advisor for Lutheran World Relief, Executive Director of Lutherhill Ministries and Director of the Lutheran Campus Center at Arizona State University.
Evan has served on multiple national/regional boards for Lutheran organizations, including Lutheran Social Services of the South. He is currently on the Board of Directors for ALDE and Houston Lutheran Campus Ministry and serves as Vice President of the Texas-Louisiana Gulf Coast Synod of the ELCA.
Holding the Certified Fund Raising Executive (CFRE) credential, Evan is a proud graduate of Arizona State University and the professional certification program in nonprofit management at the University of Texas.
Evan, his wife Heather and their two children live in Bastrop, Texas.
Tara MulderTara Mulder serves as Director for Marketing and
Communications at Lutheran Immigration and Refugee Service (LIRS). For 75 years, LIRS has walked alongside migrants and refugees through ministries of service and justice. Tara is passionate about the difference Lutherans can make in the name of Christ and proud of LIRS’s legacy of welcome. Tara has worked for a number of Lutheran ministries in roles dedicated to volunteer training, church relations and marketing. She has a B.S. in education from Concordia University, Nebraska, and an M.A. in Christian Outreach Leadership from Concordia University, St. Paul.
Beth Nelson ChaseBeth Nelson Chase serves as Executive Director for Bright
Stars of Bethlehem, US, located in Illinois. She received her bachelor’s degree in music education from Wartburg College in Waverly, Iowa, and her master’s in music education from Michigan State University, East Lansing, Michigan. She is also a Board Certified Music Therapist. Prior to serving with Bright Stars of Bethlehem she worked with numerous faith
based and healthcare organizations across the U.S. Beth met Rev. Dr. Mitri Raheb, Cofounder, CEO and President of Bright Stars of Bethlehem in 2000 while working to support viable and authentic programs in the Middle East. She has served with Bright Stars of Bethlehem since 2010. Beth is also the President of ALDE. She is an educator, musician and promoter of social justice and women’s empowerment around the world.
Rosette NguyenRosette Nguyen is Director of Strategic Communications at
TechSoup, a nonprofit serving other nonprofits by providing donated and discounted technology products and free educational resources. TechSoup has distributed over $104 million in technology to over 25,000 religious organizations. Last year, 10,000-plus religious organizations saved over $37 million through TechSoup.org.
Rosette earned her B.A. degrees from UC Davis, and her Master in Public Administration from Harvard University. She received her Project Management Professional certification from Project Management Institute in 2003. She founded the Explore and More! after school program and serves as Board President of the Sacramento Valley Returned Peace Corps Volunteer Association.
David NovakDavid P. Novak, J.D., serves Valparaiso University as
Director of Gift Planning, assisting university alumni in all matters relating to major gifts and charitable estate planning. Previously, David held executive positions with the ELCA Foundation and Lutheran Social Services of Illinois. He has nearly 25 years of fundraising experience. Prior to his nonprofit work, David worked as an attorney in private practice in Chicago, specializing in the areas of estate planning and probate.
David is married to Cindy; they have two children, Samuel and Emily and have been members of Our Saviour’s Lutheran Church, Naperville, Illinois, since 1999.
Doug PageDouglas Page is in his 17th year at Pacific Lutheran University
in Tacoma, Washington, where he serves as the Executive Director for Gift Planning and Grant Development. With over 27 years of fundraising experience, Doug is responsible for raising current and deferred gifts and institutional grants in support of the mission of PLU. His previous experience includes serving as the Director of Planned Giving at the University of Puget Sound in Tacoma, Washington; Saddleback Memorial Foundation in Laguna Hills, California and at his alma mater, California Lutheran University, in Thousand Oaks.
Doug is the past President of ALDE, he has served as a Director on the Board of Directors for Mt. Rainier Lutheran High School and is currently a Board Member at Peace Community Center in Tacoma. He also serves on the Board as past President of the South Sound Planned Giving
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Council. Doug and his wife Kristin have two sons (both Lutes!) and live in Gig Harbor, Washington.
Steve RaabeSteve Raabe is Founder and President of OpinionWorks,
LLC, an independent market research firm that helps mission-driven organizations better understand their donors’ and volunteers’ priorities through surveys and focus groups, fostering stronger giving and closer engagement.
Previously, Steve served in Washington, D.C., as Public Policy Director for Lutheran Services in America. He graduated cum laude from American University in Washington. In his volunteer life, Steve is Church Council President of St. Martin’s Lutheran Church in Annapolis, Maryland, and is founding Board Chair of the Watershed Stewards Academy, an innovative training program for Master Watershed Stewards, who foster good conservation behavior.
Charles SchultzA. Charles Schultz, J.D., is a California Attorney who
specializes in charitable giving and estate planning. He is President of Crescendo Interactive, Inc., and is the principal author of the Crescendo Planned Giving Software and the GiftLegacy Pro eMarketing System. In addition, he is Editor for the GiftLaw.com charitable tax planning website, the GiftLaw Pro charitable tax service and the weekly GiftLaw and GiftLegacy e-newsletters.
Charles writes, speaks and publishes extensively. He teaches over 30 planned giving seminars per year and is President of GiftCollege.com, an internet education program for gift planners and professional advisers. Charles also serves as Executive Director of GiftAttorney.com, an association of attorneys with charitable receptivity. He received his law degree from the University of Michigan. Charles is Chair of the Board of the Christian Foundation of the West.
Kurt SenskeKurt Senske is Chief Executive Officer of Lutheran Social
Services of the South, a multifaceted, multistate, social service agency with an annual operating budget of over $85 million and 900 employees. During his tenure at LSS, he has been responsible for more than tripling the size of the agency and bringing the organization back to financial stability.
Senske completed his undergraduate work at Concordia University at Austin and Valparaiso University in Indiana with a Bachelor of Science degree in business administration. He holds a law degree from the University of Illinois College of Law; a master’s degree in international relations from Schiller International University in Paris, France and a Ph.D. in government from the University of Texas at Austin.
Prior to working at LSS, Senske served as Assistant to the President at Concordia University at Austin. Senske also
practiced law in Chicago, Illinois, with several law firms, including the firm of Hinshaw, Culbertson, Moelmann, Hoban and Fuller. In addition, he provided counsel as a Political
Consultant and Senior Staff Member for candidates and government leaders at local, state and national levels in both the Republican and Democratic Parties.
Senske serves as Chair of the Board of Directors of Thrivent Financial, a Fortune 500 financial services organization. He serves on the Board of Directors of Lutheran Services in America, which has over 300 member organizations and a combined budget of over $8 billion. Senske also serves on the Board of Directors of the Lutheran Church—Missouri Synod.
Senske is the author of four books, Executive Values: A Christian Approach to Organizational Leadership, Personal Values: God’s Game Plan For Life, Wine and the Word: Savor & Serve and The Calling: Living a Life of Significance.
Senske, his wife Laurie and their daughter, Sydney, live in Austin, Texas.
Ann Sponberg PetersonAnn Sponberg Peterson serves Luther College in Decorah,
Iowa, as Director of Development for Principal Gifts. A graduate of Gustavus Adolphus College (B.A.) and the University of Colorado (M.M.), Sponberg Peterson joined the Luther development team in 2005 after years of living in Boston, where she served in three executive development positions. Sponberg Peterson is active in ALDE; MPGC, the Minnesota Planned Giving Council and previously served as Board Chair of the ELCA Foundation. Currently Sponberg Peterson serves on the Board of the National Lutheran Choir, and leads a philanthropic project titled Empowering Learners, an initiative that benefits the learners, teachers and schools of the Evangelical Lutheran Church in Namibia (ELCIN). A frequent conference speaker, she has been in development for 24 years.
Andrew SteeleAndrew Steele joined the ELCA in 2013 as Manager of Donor
Relations for The Campaign for the ELCA. In this position he is responsible for managing a national portfolio assisting in the completion of a five-year, $200 million campaign fundraising goal. Prior to joining the ELCA, Andrew served as Senior Major Gifts Officer for United Way of Metropolitan Chicago and spent one year in South Africa serving as an ELCA Young Adult in Global Mission. He is also Founder of BLOOM Africa, a 501(c)3 organization working to strengthen communities in Southern Africa.
Mike and Kristin SukrawTelling stories with authenticity and helping people make
sense of their stories are two of the most important things to Mike and Kristin Sukraw. Video just happens to be the medium they chose as a vehicle for their passion! Mike started Reliant Studios while still in college, winning several student awards for film and production. Kristin has her master’s in counseling and spent five years working in private practice before taking the leap into Reliant full time in 2012. They now travel the country with their team, helping organizations discover and share their stories with the world through video.38
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Mike WardMike Ward is an ordained pastor, CFRE and Partner with
GSB. After serving a parish where he was part of two capital appeals, Mike spent 12 years as VP of Advancement for Lutheridge + Lutherock Ministries in North Carolina, where he raised more than $13.5 million in capital and doubled the annual fund and endowment. Mike consults primarily with churches, agencies, districts, synods and other church-related institutions in the areas of annual fund development, strategic visioning and capital campaigns across denominations. He currently serves on the ELCA Church Council and formerly served on the Board of the ELCA Youth Ministry Network. In his free time, Mike is a beekeeper. You can reach Mike at [email protected] or (828) 674-2307.
Laurie WilkinsonAs the Director for Church Relations for Thrivent Financial,
Laurie Wilkinson has responsibilities for managing relations with national church body and organizational leaders throughout the country. She and her team also have responsibility for Lutheran community grant programs offered through the Thrivent Financial Foundation.
Laurie and her husband Bob live in Navarino, Wisconsin, and are members at Zion Lutheran Church.
Cheryl WilliamsCheryl Hudgins Williams is the Senior Director of Marketing
& Creative Services for Lutheran World Relief. She leads the team that is dedicated to ensuring that the life changing work of LWR is always presented in ways that are interesting, engaging and visually appealing to a variety of audiences, including Lutherans in the U.S., institutional donors, peers and partners around the world.
Cheryl holds an M.B.A. and a Master of Science in business from Johns Hopkins University, and joined LWR in 2012 after a 22 year career with Procter & Gamble in Cincinnati, Singapore and Hunt Valley, Maryland.
Gary WithersSince 2005 Gary Withers has served as Executive Vice
President (External Affairs) at Concordia University, Portland. He leads Concordia’s nationally acknowledged community engagement strategy and co-leads Concordia’s 3 to PhD initiative with the CDO. He also works in concert with CU’s President and CDO, advancing philanthropy at the university. In 2003 Gary co-created the Children’s Institute, which has spurred dramatic expansion of early childhood education across Oregon. In addition to his service as Board Chair at the Children’s Institute, he serves as Vice Chair of the Jessie F. Richardson Foundation, an operating foundation creating sustainable systems for supporting the abandoned elderly in developing regions of the world. Gary previously served as Vice President for University Relations at Portland State University, developing and leading the university’s highly successful first capital campaign.
Alan ZachariasAs President and Lead Consultant of Zacharias Advancement
Consulting, a full-service organizational advancement consultancy based in Wheaton, Illinois, Alan Zacharias, CFRE, provides counsel to a variety of ministries; public and private universities and other nonprofit organizations in board development, strategic planning, campaign readiness, campaign planning and major and planned gift fundraising.
Prior to consulting, Alan served for 20 years in higher education, including as Vice President for University Advancement and President of the Foundation at Southeast Missouri State University; Senior Vice President at Concordia University Chicago and Vice President for University Advancement at Concordia University Irvine.
A graduate of Murray State University, Murray, Kentucky, Alan received his M.B.A. from Dominican University (Chicago) and is a Ph.D. candidate at the University of Missouri-St. Louis. For his research and academic presentations, Alan was named 2004 University of Education Doctoral Student of the Year. He is also a 2000 alumnus of Harvard’s Institute for Educational Management.
Alan is a nationally recognized leader among fundraising professionals and is a frequent presenter on campaign success, board development, major gift fundraising and planned giving. He volunteers for a variety of professional organizations. He was a founding Director of CFRE International, served as President of ALDE and has served on the faculties of St. Mary’s University (Minnesota) Masters in Advancement degree program; Calvin University’s Van Lunen Fellows Program; the Council for the Advancement and Support of Education’s Graduate and Professional University Advancement series and the Pastoral Leadership Institute.
Dan ZieschangDan Zieschang has served Lutheran Social Services of the
South since 2003. In his role as Vice President for Community/Church Relations, his team raises more than $800,000 a year through special events held all over the great state of Texas. His team recruits and nurtures relationships with volunteers from communities, churches and corporations who plan, prepare and execute events that raise funds and awareness for those served by LSS. Dan is also very active with Fikisha-Kawangware, a ministry in the slums of Nairobi, Kenya, serving children living on the streets. Prior to joining LSS, Dan spent many years in hotel management with Marriott, Fairmont and Swissotel.
Peak Sponsor
Thrivent FinancialSue Madigan4321 N Ballard RoadAppleton WI 54919-0001Phone: (800) 847-4836Fax: (920) [email protected]@thrivent.comwww.thrivent.comExhibit Booths 25 & 26
Thrivent Financial is a financial services organization that helps Christians be wise with money and live generously. For more than a century we’ve helped our nearly 2.4 million member-owners make wise money choices that reflect their values. And we provide opportunities for them to be even more generous where they live, work and worship.
What are “Loyal Supporters?” We recognize our Loyal Supporters, those ALDE partners who have sponsored and/or exhibited at the ALDE International Educational Conference for at least four of the past five years.
InFaith Community Foundation, established in 1995 as Lutheran Community Foundation, is a national charity with a mission to serve donors, spread joy and change lives. Through InFaith, gifts are tailored to each donor’s charitable interests and financial circumstances. InFaith is a proven steward of these gifts, earning top ratings from Charity Navigator for sound fiscal management and GuideStar for transparency and commitment to excellence. Together with
donors, InFaith grants more than $11 million annually to charities serving local, national and global communities. To learn more, visit www.InFaithFound.org.
BlackbaudWill McElheny 2000 Daniel Island DriveCharleston SC 29492Phone: (843) [email protected]
Blackbaud combines technology and expertise to help organizations achieve their missions. The company offers a full spectrum of cloud-based and on premise software solutions and related services for organizations of all sizes, including: fundraising, eMarketing, advocacy, constituent relationship management (CRM), financial management, payment services, analytics and vertical-specific solutions. For more information, visit www.blackbaud.com.
Zacharias Advancement Consulting LLCAlan Zacharias, ABD, M.B.A., CFRE, President2206 N Main Street, Ste. 263Wheaton IL 60187Phone: (630) 853-4282Fax: (630) [email protected]
Dedicated to Servant Leadership. Zacharias Advancement Consulting LLC is a national consultancy known for its excellent and personalized counsel in organizational strategic planning; advancement planning; advancement audits; campaign research and counsel; major gifts; planned giving; marketing communications and more. Through over 25 years of experience and scores of engagements, Alan Zacharias, President, has directly participated in raising over $1 billion in philanthropic support and helped nonprofit organizations anticipate, manage and overcome the challenges of the philanthropic marketplace. To learn more, visit www.zadvancement.com.
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Welcome Event Sponsor
Awards Reception Sponsor
LOYAL SUPPORTER
Lunch Sponsors
ELCA FoundationSponsor of the Wednesday Lunch for ELCA and ELEA AttendeesAnnette C. Shoemaker8765 W Higgins RoadChicago IL 60631-4101Phone: (800) 638-3522Fax: (773) [email protected]
®
The LCMS FoundationSponsor of the Wednesday Lunch for LCMS AttendeesDavid Fiedler1333 S Kirkwood RoadSt. Louis MO 63122Phone: (800) 325-7912Fax: (314) [email protected]
WELS FoundationSponsor of the Saturday Lunch for WELS AttendeesJames A. Holm, CFPN16W23377 Stone Ridge DriveWaukesha WI 53188-1108Phone: (414) 256-3206Fax: (414) [email protected]
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Lutheran World ReliefSponsor and Supplier of All Coffee Served During the Conference, Sponsor of All Coffee BreaksChandler Carriker, Senior Manager for Constituent Engagement700 Light StreetBaltimore MD 21230Phone: (800) [email protected]
Lutheran World Relief is a ministry of U.S. Lutherans, serving communities living in poverty overseas. One of the many ways we achieve this is through engaging U.S. Lutherans in their purchasing, use and advocacy for Fair Trade coffee and chocolate. To learn more about LWR Fair Trade and how your organization can be involved visit www.lwr.org/fairtrade.
AriaCatherine Winge717 West St. GermainSt. Cloud MN 56301Phone: (320) 259-5206Fax: (320) 258-2754catherine.winge@ariacallsandcards.comwww.ariacallsandcards.com Exhibit Booth 21
For almost 30 years, Aria has designed and delivered professional, yet conversational, telemarketing campaigns and produced handwritten direct mail to assist nonprofit
organizations raise more dollars and retain more donors. Aria’s fundraising, lead generation and donor stewardship programs have been proven to increase your fundraising results and improve donor retention.
Bentz Whaley FlessnerAnalysis and Writing of Compensation SurveyJoshua Birkholz and Chris Clark7251 Ohms LaneMinneapolis MN 55439Phone: (952) 921-0111Fax: (952) [email protected], [email protected] Booth 24
Bentz Whaley Flessner advances our world through collaboration with great development organizations. We are a full-service fundraising consulting firm offering assistance with feasibility studies; assessments; analytics and predictive modeling; prospecting; donor relations; training; systems; campaign planning; annual giving; social media and ongoing counsel.
Our commitment to transform philanthropy is grounded in employing the best tools and techniques. Our collaborative approach brings together your insights with our experienced and diverse team to learn from each other, develop new ideas and create customized, timely solutions.
To achieve your greatest fundraising potential, contact BWF at www.bwf.com and find out how together we can transform philanthropy.
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LOYAL SUPPORTER
CFRE International Alicia Crittendon300 N Washington Street, Ste. 504Alexandria VA 22314Phone: (703) [email protected] Booth 8
As stewards of the public trust, CFRE International administers the Certified Fund Raising Executive (CFRE) certification program. Through a process of practice-based assessment and written examination, CFRE certification is awarded to fundraising professionals who demonstrate the highest standards of ethics, competence and service to the philanthropic sector. CFRE International is an independent organization, accredited by the National Commission for Certifying Agencies (NCCA), working in cooperation with over 20 professional associations, including ALDE.
Serving the Industry for over 30 years, Crescendo Interactive provides all the tools and services to market and close planned gifts! GiftLegacy is the only fully integrated marketing system featuring custom and mobile-friendly websites; eNewletters for donors and advisers; royalty-free literature; bequest marketing; social networking; analytics; the #1 planned gifts marketing software and more. Visit www.crescendoInteractive.com.
DonorPerfect clients raise an average of 21 percent more money their first year! We can help you raise more money, cultivate donor relationships and save time. DonorPerfect provides a complete constituent management solution. Ask for a personal demonstration.
DonorTrendsCorky Miller888 16th Street NW, Ste. 800Washington DC 20006Phone: (202) [email protected] Booth 20
At DonorTrends, our mission is to identify the most valuable donors at every level of your giving pyramid. By enabling you to target these donors more effectively, we help you improve retention, maximize revenue and increase lifetime value. To learn more about us, visit: www.donortrends.com
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LOYAL SUPPORTER
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Mission Investment Fund of the ELCADonald Hallberg and Arnold Pierson8765 W Higgins RoadChicago IL 60631Phone: (708) [email protected] Booth 1
The Mission Investment Fund is your partner for capital development loans and investments at competitive rates. MIF is serving ELCA ministries across the country.
Floodlight Consulting, Inc.Jennifer Grandberry746 S DuntonArlington Heights IL 60005Phone: (847) [email protected] Booth 17
At Floodlight Consulting, Inc., we understand the unique and important role you play to fulfill your mission. Our mission is to help best connect donors, volunteers, advocates and evangelists to your mission! With more than 30 years of experience, we have the tools to bring your organization into its brightest light. From strategy development to branding, websites to traditional print, email to direct mail, fundraising to friendraising, Floodlight Consulting makes your organization shine.
The Fund Raising SchoolIU Lilly Family School of PhilanthropyMelissa Buller550 W North Street, Ste. 301Indianapolis IN 46202Phone: (317) [email protected] Booth 7
Build credibility with credentials through The Fund Raising School courses and certificate; the graduate certificate programs in philanthropic studies and fundraising and the Executive Master’s Program. Our programs are supported by research and taught from the practitioner and academic perspectives.
Your institution and its needs are unique. Gonser Gerber LLP understands. That is why we take time to get to know you, your institution and your particular opportunities and challenges. We call this focus Individually Crafted Relationships. You’ll call it distinctive, effective and highly welcome.
Gonser Gerber is the nation’s first and most innovative advancement consulting firm serving a broad range of institutions, organizations and agencies. We have provided more than 700 clients with creative, customized, results-oriented advancement counsel and helped raise billions of dollars in the process. Your results are how we define our success. Services offered to clients include: Comprehensive Advancement Counsel; Campaign Counsel; Campaign Readiness Studies; Advancement Audits; Executive Search; Marketing and Communications Counsel; Strategic Planning Facilitation and Professional Development for boards, staff and volunteers through Gonser Gerber Institute programs.
Since 1976, providing charitable organizations and congregations with consultation services. Fundraising: feasibility studies, capital campaigns, annual funds, planned giving, major gifts, conferences and workshops. Public Relations: public relations audits and strategies; case statements; surveys; publications; multimedia; marketing/sales development. Organizational Development: strategic planning; board, staff and volunteer development; program audits; training seminars; site and facility planning; conflict resolution; succession planning; executive search.
Richard G. Sayther, Managing Partner; David C. Brunkow, Partner; Michael R. Ward, Partner; Associates: Paul N. Marsh, Evan Moilan, Jim Schade
KASPICK & COMPANY is a premier provider of comprehensive planned giving services for charitable organizations nationwide. Through our sophisticated
investment management, exceptional gift administration and expert policy and practice consulting, KASPICK & COMPANY ensures that its clients excel in the essential elements of successful planned giving programs.
Lutheran Educational Conference of North AmericaLaurie Brill2601 S Minnesota Avenue, Ste. 105Sioux Falls SD 57105Phone: (850) 212-7766Fax: (828) 254-8556brill@lutherancolleges.orgwww.lutherancolleges.orgExhibit Booth 4
Formed in 1910, the Lutheran Educational Conference of North America (LECNA) is the oldest existing inter-Lutheran organization in the United States and Canada. LECNA’s purpose is to encourage, assist and promote cooperation among Lutheran colleges and universities in the United States and Canada. It is the mission of the Lutheran Educational Conference of North America to be an informed voice of Lutheran higher education and an active and effective standard-bearer for North American church-related higher education.
Meyer PartnersPrinting and Production of Honor RollDennis and Bonnie Meyer1701 E Woodfield Road, Ste. 425Schaumburg IL 60173Phone: (630) 339-3930Fax: (630) 339-3939dennis.meyer@meyerpartners.comwww.meyerpartners.comExhibit Booth 27
Meyer Partners is a direct response fundraising agency known for its excellent service to faith-based ministries, educational institutions, hospitals and health charities. Through development audits, strategic planning, multichannel creative and production services, we assist our clients with new donor acquisition, donor renewal, major gifts and planned giving programs. To learn more about us, visit www.meyerpartners.com.
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His Word — A Parable Christian StoreConference Bookstore PartnerDeidre Pagni3005 N McCarran BoulevardSparks NV 89431and6815 Sierra Center Parkway, Ste. 200Reno NV 89511Phone: (775) 359-7940Fax: (775) [email protected]
We have two Christian bookstores in the Truckee Meadows. Offering books, bibles, music, DVDs and gifts.
Planned Giving Today (www.pgtoday.com) is the premier monthly resource serving the planned giving community and connecting readers to leading professionals in the field. Read by more than 6,000 gift planners every month, the publication delivers fresh marketing ideas, actionable information and valuable insights from planned giving
experts in the nonprofit and for-profit communities.
Reliant StudiosMike and Kristin Sukraw2124 Y Street, Ste. 117Lincoln NE 68503Phone: (402) 467-1500Fax: (509) [email protected] Booth 28
Video has the power to tell a story, to inspire and to connect. When people feel deeply connected to your cause, they become an active part of it. That’s why we’ve worked so hard to perfect our abilities to make that connection through video. Reliant Studios is a group of passionate video producers who thrive on using a special process to find your best stories and share them with the world.
ResultsPlus from MetafileMark Gerber3428 Lakeridge Place NWRochester MN 55901Phone: (507) 286-9232Fax: (507) 286-9065success@resultsplussoftware.comwww.resultsplussoftware.comExhibit Booth 23
Management) software makes managing your fundraising and campaign efforts easy. Design and implement donor cultivation strategies, foster your recurring gifts program, send appointments to officers in the field and much more. ResultsPlus is also available as a secure “hosted” online version. Learn more at www.resultsplussoftware.com.
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LOYAL SUPPORTER
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TechSoup GlobalRosette Nguyen435 Brannan Street, Ste. 100San Francisco CA 94107Phone: (415) 633-9300Fax: (415) [email protected]
TechSoup is a nonprofit that serves other nonprofits by providing donated and discounted technology products and free educational resources. We help churches, religious organizations and other nonprofits make a positive impact on their communities. Last year, 10,000-plus religious organizations saved over $37 million with TechSoup technology products.
Zielinski CompaniesPeggy Stauder2150 Hampton AvenueSt. Louis MO 63139Phone: (800) 489-2150 ext. [email protected] Booth 13
Founded in 1957, Zielinski Companies helps nonprofit and religious organizations address their financial, management and planning needs. Today, the firm has grown into a provider of nonprofit consulting services in a broad range of areas, including:
• Fund development and mission advancement consulting• Audit, accounting and tax services• Property and facility planning• Organizational management and strategic planning• Long-term care, facility and staffing consulting• Cash management and credit card services
For more information on Zielinski Companies, please visit www.zielinskico.com.
Since 2002, Precept Marketing Group has partnered with Christian schools to provide some of the finest materials available on the market today. We make it our business to provide educational resources to help schools achieve their mission and goals. With a sales team located across the United States, Precept Marketing Group offers a seasoned team of well-respected and capable educational consultants. Most of the sales team has previous teaching or administrative experience, thereby providing an excellent service connecting Christian schools.
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ELEA exhibitors are businesses that have come for the ELEA National School Administrator & Pastor Conference, but their products and services will be useful to more than just ELEA attendees. Many ALDE participants will also find their offerings to be an excellent complement to their ministries. Find ELEA exhibitors in the main exhibit area, and make sure to visit with these representatives early as they will leave on Wednesday. Learn more about ELEA on p. 2.
LOYAL SUPPORTER
Concordia Publishing HouseDan Roeder3558 S Jefferson AvenueSt. Louis MO 63118Phone: (314) 268-1137Fax: (314) [email protected]
Reaching the world with God’s Word since 1869.
Discount School SupplyDaniel Bechtold2 Lower Ragsdale Drive, Ste. 200Monterey CA 93940Phone: (800) 627-2829Fax: (800) 879-3753dbechtold@discountschoolsupply.comwww.DiscountSchoolSupply.com
For over 25 years, Discount School Supply has been committed to providing the highest quality early childhood educational products at the best prices backed by our 110 percent lowest price guarantee. Shop from over 25 categories, including: Arts & Crafts; Dramatic & Active Play; Furniture & Storage; Curriculum Support; Special Needs and more. By partnering with Discount School Supply, you can rest assured you will receive unsurpassed
savings, selection and service. For more information or to request a catalog, visit www.DiscountSchoolSupply.com or call (800) 627-2829.
Kaplan Early Learning Company offers a wide array of products and services to serve the Early Childhood classroom. Our curricula, assessments, educational materials and professional development topics are created to enhance the education of young children and spark their creativity and imagination.
SmartCareSponsor of ELEA Conference Closing EventKayla McLain5152 N Edgewood RoadProvo UT 84604Phone: (844) [email protected]
SmartCare provides a modern twist and has brightened up the childcare software world. We believe features that keep all parties connected (parents, teachers and administrative staff) are reason to switch from older PC or hosted software solutions. Best of all it is free of charge to all organizations. The company was started by the same team that created Smart Tuition, with over 2,500 schools and $4 billion in payments annually processed.
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