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Venue: Bloomerang Room clear filter
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Thursday, July 23
 

9:00am EDT

Donor Relations & Retention to Support Sustainability
Thursday July 23, 2026 9:00am - 10:00am EDT
As nonprofits engage in conversations and focus on increasing the levels of giving to their cause, they often leave out an essential part of fundraising… building relationships that result in retention and sustainability. Relationships, steps from meet to ask, follow-ups, thanking donors, maintaining relationships, and retention are elements of quality donor relations. Join us to discuss building donor relations that have a solid foundation, keep donors engaged, create interest, cause action on the part of a donor and ultimately result in donor retention. Get a look at donor relations through the eyes of your donor and take home nuggets that you can implement right away to create more robust development departments and happier donors.
Speakers
avatar for Mandy Pearce

Mandy Pearce

Owner, Funding For Good
With almost 30 years of experience in nonprofit fundraising, organizational development, and small business growth, Mandy Pearce delivers more than just expertise—she delivers results. Renowned for her no-nonsense approach and laser-sharp insights, Mandy has trained and coached... Read More →
Thursday July 23, 2026 9:00am - 10:00am EDT
Bloomerang Room

10:30am EDT

From First Gift to Lasting Impact: Strengthening Donor Relationships in a Data-Informed Landscape
Thursday July 23, 2026 10:30am - 11:30am EDT
As we move deeper into a decade shaped by rapid change, adaptability is no longer optional—it’s foundational. Fundraising continues to rely on the timeless cycle of cultivation, solicitation, and stewardship, but success today requires greater agility, personalization, and discernment. Data and emerging technologies, including AI, can support this work, but they do not replace human connection at the heart of strong donor relationships.
In this environment, strong donor relationships are built by thoughtfully cultivating relationships before the ask and stewarding them well after it. Strong stewardship must be embedded at every level of the donor pyramid, transforming data into lasting connection.
This practical, interactive presentation explores how today’s fundraising leaders can blend human connection with data-informed insights, using tools like wealth screening and AI as lenses to sharpen focus, prioritize effort and ask better questions. Drawing on real-world examples, the session will show how intentional actions before and after the ask can significantly strengthen trust, engagement, and long-term donor loyalty. Participants will also explore how to thoughtfully integrate virtual and in-person strategies to meet donors where they are.

Speakers
avatar for Rachel Kimble

Rachel Kimble

Senior Consultant, The Curtis Group
Rachel Kimble is a Senior Consultant with The Curtis Group, where she advises nonprofit organizations on campaign planning, fundraising strategy, development operations, and philanthropic growth. She has worked with organizations across the country to strengthen fundraising programs... Read More →
avatar for Keith Curtis

Keith Curtis

Chief Executive Officer and Chairman, The Curtis Group
Keith Curtis has almost 40 years of experience working on behalf of philanthropic organizations throughout the country. Over that time, Keith has become recognized as an expert in all aspects of fundraising and nonprofit management. He is also a sought-after advisor and speaker. He... Read More →

Thursday July 23, 2026 10:30am - 11:30am EDT
Bloomerang Room

1:00pm EDT

Spark, Strengthen, Sustain: Corporate & Donor Partnerships
Thursday July 23, 2026 1:00pm - 2:00pm EDT
This session explores how nonprofits can engage varying donor levels and corporations in mission-driven philanthropy through meaningful donor experiences and corporate gifts. Participants will learn to connect their mission to corporate CSR priorities, center the experiences of those they serve, and clearly articulate ROI. By leveraging donor circles, councils, events, volunteerism, and authentic storytelling, attendees will discover strategies to foster deeper, purpose-driven partnerships that go beyond transactions to co-create real change. Walk away with practical tools to strengthen relationships and position your organization as a compelling business and social value proposition for both corporate and individual partners.
Speakers
avatar for Jill Queen

Jill Queen

Director of Women United, United Way of South Hampton Roads
For the past three years, Jill Queen has served with United Way of South Hampton Roads as the Joan P. Brock Endowed Director of Women United. She collaborates with donors across all levels to support women’s philanthropy initiatives, including local mobility-mentoring programs that... Read More →
Thursday July 23, 2026 1:00pm - 2:00pm EDT
Bloomerang Room

2:15pm EDT

Belonging as a Leading Indicator: What Donors Feel Before They Give More
Thursday July 23, 2026 2:15pm - 3:15pm EDT
Donors don’t just give to support a cause; they give to feel seen, connected, and valued. This session makes the case that belonging is the most reliable indicator of fundraising performance. Drawing from research in positive psychology, we’ll explore how fundraisers can design identity-affirming touchpoints, activate board members as authentic ambassadors, and build trust through coordinated donor experiences. Participants will walk away with a simple framework and a roadmap to embed belonging into daily fundraising practice. This session is ideal for fundraisers focused on improving retention, increasing donor lifetime value, and building culture through action.
Speakers
avatar for Paul Yeghiayan

Paul Yeghiayan

Senior Consultant, Benefactor Group
Paul Yeghiayan is a Senior Consultant at Benefactor Group. He supports nonprofit clients in preparing for and running successful fundraising initiatives, and he leads the firm’s Endowment Product Line. His work includes planned giving and endowment building, campaign readiness... Read More →
Thursday July 23, 2026 2:15pm - 3:15pm EDT
Bloomerang Room

3:45pm EDT

Planned Giving in Today's Donor Landscape
Thursday July 23, 2026 3:45pm - 4:45pm EDT
Planned giving is no longer just about bequests at the end of life. Today’s donors are more financially sophisticated, values-driven, and likely to use tools such as donor-advised funds, appreciated assets, non-cash assets, and blended gifts to align philanthropy with life planning.
This session explores how fundraisers can modernize their planned giving approach to meet donors where they are by integrating DAFs, major gifts, non-cash assets, and legacy planning into a cohesive, donor-centered strategy that reflects today’s economic realities.
Participants will leave with practical frameworks, messaging strategies, and actionable next steps they can apply immediately.

Speakers
avatar for Pedro Rivera, Esq.

Pedro Rivera, Esq.

Principal & Founder, PJR Consulting LLC
Pedro J. Rivera, Esq., is the CEO and Principal of PJR Consulting LLC, a boutique firm specializing in fundraising strategies, board governance, and planned legacy programs. With a distinguished 30-year career spanning legal, development, fundraising, and wealth management, Pedro... Read More →
Thursday July 23, 2026 3:45pm - 4:45pm EDT
Bloomerang Room
 
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