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Venue: Bloomerang Room clear filter
Wednesday, July 22
 

3:15pm EDT

Where Strategic Planning and Fundraising Meet
Wednesday July 22, 2026 3:15pm - 4:15pm EDT
Are you tired of the “spray and pray” approach to fundraising? (Aka: throw it all out there and hope something sticks method)

Is your organization ready to raise substantial funds to grow your programs or operating capacity?

Funding for Good’s experts will outline WHY every organization needs a well-crafted strategic plan and HOW to use it to leverage both dollars and donors. This workshop breaks down the top ways a strategic plan contributes to fundraising success and what donors are looking for in your written plan. Finally, walk away with actionable tips and tools to cover the cost of your next planning process
Speakers
avatar for Marie Palacios

Marie Palacios

Lead Consultant, Funding For Good
Marie Palacios, Lead Consultant for Funding for Good, is an expert educator, consultant, and facilitator who helps leaders achieve their goals.She combines evidence-based facilitation methods and two decades of professional experience to facilitate dynamic and productive meetings... Read More →
Wednesday July 22, 2026 3:15pm - 4:15pm EDT
Bloomerang Room

4:30pm EDT

Sustaining the Sustainer: Well-Being for Fundraisers
Wednesday July 22, 2026 4:30pm - 5:30pm EDT
“Are you happy in your job?” is a common question, but is happiness the right measure—or should we focus on fulfillment? This session explores what fulfillment means for fundraising professionals and why achieving it remains challenging. We’ll share insights from practitioners and survey results on staffing and the philanthropic landscape. The discussion will address pressures such as reduced federal support, declining giving trends, and growing demands on fundraisers, which have led many to leave or change roles. Finally, we’ll examine what the future holds for the profession and present strategies for individuals and organizations to thrive.
Speakers
avatar for Kris Kuhns

Kris Kuhns

Senior Vice President, CCS Fundraising
Kris’s path into philanthropy began with her study of medical anthropology, a field that deepened her understanding of human behavior, community health, and the structural forces that shape social outcomes. That academic foundation continues to inform her approach to fundraising... Read More →
avatar for Tommy Amal

Tommy Amal

Chief Advancement Officer, National Association for College Admission Counseling (NACAC)
Tommy M. Amal, MS, CFRE, is Chief Advancement Officer at the National Association for College Admission Counseling, where he leads strategy across major gifts, foundation partnerships, and enterprise development. He focuses on building sustainable revenue and advancing equity in education... Read More →
avatar for Doug Trout

Doug Trout

Chief Executive Officer, DRiWaterstone Human Capital
Doug Trout joined DRiWaterstone (DRiW), a leading executive search in 2020 and led the nonprofit search practice starting in 2022; he became Chief Executive Officer in 2024.

DRiWaterstone Human Capital is an ideally blended firm focused on purpose-driven organizations. DRiW unites executive search with leadership and culture advisory to build high-performing teams. Our approach: rigorous search, stakeholder alignment, inclusive practices, and measurable... Read More →
avatar for Julie Naranjo Upham

Julie Naranjo Upham

Vice President, Individual Giving, Conservation International
Julie is the VP, Individual Giving at Conservation International, where she leads the strategy for individual global philanthropy and engagement. A seasoned nonprofit executive, she is a frequent speaker at AFP ICON and has served as a co-chair for the Bridge to Integrated Marketing... Read More →
Wednesday July 22, 2026 4:30pm - 5:30pm EDT
Bloomerang Room
 
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
 
Friday, July 24
 

11:00am EDT

The Retention Games: May the Donors Be Ever in Your Favor Donor Retention: A Data-Driven Approach
Friday July 24, 2026 11:00am - 12:00pm EDT
How Personalization, Timing, and Human Touch Drive Giving
In a world where every click, stream, and scroll is personalized, donors expect more than a generic thank-you and a quarterly newsletter. They want to be seen, heard, and valued. But many nonprofits are unintentionally ghosting their own supporters.
This session reveals the surprising data behind donor retention—and what the top-performing organizations are doing differently. Spoiler: It’s not about flashy appeals or perfectly designed emails. It’s about treating donors like humans.
You’ll walk away with a clearer picture of how to retain more donors by improving your welcome experience, writing like a person (not a brand), and sending the right message at the right time—all based on real-world data from 91 organizations.
This isn’t theory. It’s a wake-up call to do the small things that actually make a big difference.
Speakers
avatar for Erik Tomalis

Erik Tomalis

Chief Community Officer, Avid
Erik has over two decades of professional fundraising experience, having successfullyconducted more than 5,000 face-to-face donor solicitations, raising millions for variousnon-profit organizations across sectors, including healthcare, education, human services,athletics, and youth-based... Read More →
Friday July 24, 2026 11:00am - 12:00pm EDT
Bloomerang Room
 
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