Conference Schedule

7:30- 8:30     Registration & Networking Breakfast
8:30   Keynote



Relationship Fundraising 2.0: What Can We Learn From Philanthropic Psychology

  • Professor Adrian Sargeant (Professor of Fundraising and Director of the Hartsook Centre for Sustainable Philanthropy at the University of Plymouth

During the keynote, we'll explore the results of a major new research project on relationship fundraising. In it we examined the science underpinning how human beings form relationships with friends and family to see what might be learned for how nonprofits might build more meaningful relationships with their supporters. The session will begin by outlining the circumstances where a relationship based approach might be optimal and where a more transactional perspective (just focusing on providing a base quality of service) might be more appropriate. We’ll then examine the psychology of each stage of a relationship, from exploration through growth and commitment.  We’ll demonstrate the critical role of emotion and dispositional mindfulness in the early stages of a relationship. We’ll then explore the fundamental human needs met by relationships and how these develop over time. We’ll also outline the critical concept of identity and how by priming that in communications giving can be increased by over 30% while enhancing how good the donor feels about the experience.

9:50 - 10:50   Session 1



Designing Effective Donor Communication

  • Professor Adrian Sargeant (Professor of Fundraising and Director of the Hartsook Centre for Sustainable Philanthropy at the University of Plymouth

What if Andrew Carnegie and Mark Zuckerberg had a Conversation?

  • Mick Koster (Director of Gift Planning, Carnegie Mellon University)

Getting a bang for your buck: FUNdraising that works for everyone

  • Christina Farmartino (Executive Director, The Open Door, Inc.)
  • Melissa Knorr (Operations Manager, The Open Door, Inc.)

Partnering with Professional Advisors to Maximize Giving

  • Jennie Zioncheck MFT, CAP (Director of Development,The Pittsburgh Foundation)
  • Kate McKenzie, D.Sc., CAP (Assistant Director of Development,The Pittsburgh Foundation)

How to Tap Into Donors’ Planned Giving Motivations

  • Jack Owen (Tax Attorney, Owen & Conley, LLC)
11:10- 12:10   Session 2



Successful Bequest Fundraising: Lessons From Research

  • Professor Adrian Sargeant (Professor of Fundraising and Director of the Hartsook Centre for Sustainable Philanthropy at the University of Plymouth)

The Art of Philanthropy

  • Chalis Henderson (Founder & CEO, Philanthropy, LLC)

How to Tell Your Nonprofit’s Story

  • Mr. John Mahood (Chief Strategist, Imagebox Productions, Inc.)

Birth, Care and Feeding of a Database... And Some Helpful Tips for Ailing Databases.

  • Mrs. Kate Schandler (Principal Consultant, Schandler Database Administration)

Communicating the Best Case for Operating Support in Grant Proposals

  • David Tinker, CFRE FAFP (Vice President of Advancement, ACHIEVA)
  • Katherine F.H. Heart, GPC, M.Ed. (President, Heart Resources, LLC)
12:15   Lunch & Networking Tables
1:30 - 2:30   Session 3



Firing on All Cylinders, With a Small Development Team

  • Steve Higgins, CFRE  (President, Carter)
  • Sara Schumacher, CFRE (Vice President of Fund Development, Monongahela Valley Hospital)

Policy Change and Donor Engagement, One Selfie at a Time #IWantToWork

  • Josie Badger PhD (Campaign Manager, #IWantToWork)
  • Mary Anderson Hartley (Consultant, 21 and Able, United Way of Southwestern Pennsylvania)

The Changing Face of Philanthropy: Diverse Perspectives on Giving

  • Chalis Henderson (Founder & CEO, Philanthropy, LLC) Faciliator

Data to Design III – Using Research to Drive the Creative Process

  • Cheryl Sturm (Data Insights Manager, The Stelter Company)

Working with Your CEO and Senior Leadership to Maximize Fundraising Results

  • Rich Mahoney CFRE (Vice President and Chief Development Officer, Washington Health System Foundation)
2:50 - 3:50   Session 4



Eleven Principals for Creating Events on a Shoestring

  • Yvonne Hudson MA (Principal, New Place Collaborations, LLC)
  • Lynette Asson (Principal, New Place Collaborations, LLC)

What Your High Net Worth Donors Want You to Know

  • Steve Strayer (PNC Endowment and Foundation Practice Leadership Group)

Developing a Mindset for Major Gift Success

  • Kara Mostowy (Chief Development Officer, Watson Institute)
  • Alyssa Cholodofsky (Vice President, Development and Impact, United Way of Southwestern Pennsylvania)

Paths, Ladders and Labyrinths: Strategic Career Mapping

  • Deborah Desjardins (Executive Director, University Initiatives, Carnegie Mellon University)
  • Lauren Rauscher, PhD (Director, Women's Leadership & Mentorship Program, Robert Morris University)

Unlocking Potential Within Beneficiary Designation Gifts

  • Ryan Ebner (Regional Gift Planner, ELCA Foundation)
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