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UNBOUNDED BY DONORSEARCH

A DonorSearch Virtual Conference

Bringing people together to Inspire, Educate and Connect

Hope you were able to join us for Unbounded by DonorSearch. It was a wonderful opportunity to connect and exchange ideas with our many colleagues and friends. Missed it? No worries! Check out the videos below to see all the fabulous programming you may have missed.

WATCH LIVE NOW

SESSIONS

Unbounded by DonorSearch has come to a close but if you missed it, we’ve got you covered. Check out the videos below and be sure to check back periodically. We’ll be continuing to add content as it becomes available.

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Cherian Koshy

Director of Development at Des Moines Performing Arts

THE ART OF NONPROFIT INNOVATION


How can nonprofits use innovation for fundraising? In this episode, we answer this question and MORE! It’s all about taking a good idea and making it stronger!

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Nathan Chappell

President, Futurus Group

Bill TeDesco

Founder and CEO of DonorSearch

ARMS RACE FOR PROSPECT INTELLIGENCE

It’s the truth: Nonprofits need to strategically prioritize data to stay competitive. Join Nathan and Bill as they discuss how to prioritize the efficient collection and analysis of data and quickly apply prospect intelligence to your fundraising and operational strategies.

helen brown NATHAN CHAPPELL BILL TEDESCO RANDALL HALLETT BARBARA OREILLY

Helen Brown

President the Helen Brown Group LLC and co-author, Prospect Research for Fundraisers

Nathan Chappell

President, Futurus Group

Bill TeDesco

Founder and CEO of DonorSearch

Randall Hallett

President and Principal Consultant, Gobel Consulting

Barbara O'Reilly, CFRE

Principal, Windmill Hill Consulting, LLC

NOW WHAT AND WHERE ARE WE HEADED

Now that we all have been working from home for 2 weeks + and the pandemic is still very real, how do we, our organizations, continue to adjust and plan to work from home. How do we plan for longer effects and the changing operations within our organizations? How do all of these changes enhance the need and demand for philanthropy? When communities that suffer finally do find relief after the fact, how do they recover? If we do the fundraising and stewardship now, when the economy does recover are we in a better situation?

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Jenny Kleintop

Vice President and Principal Consultant, Gobel Group

Ryan Frank

Director of Client Strategy & Engagement, Futurus Group

WORKING REMOTELY IN A TIME OF CRISIS

In these ever changing and trying times, working from home is not as cut and dry as it used to be. The lines separating home life and work life are now officially blurry. Please spend some time with us as we outline some specific steps and strategies to help you effectively navigate the new work from home reality. Whether children are a part of your life or not, this webinar will give you valuable insights from two experienced work from home professionals to help you remain as successful and focused as possible.

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Shelly Watts

Lead Director of Strategic Funding, Woodside Bible Church

BUILDING AUTHENTIC RELATIONSHIPS THAT LEAD TO MAJOR GIFTS

Major gift fundraising is built around relationships. Anyone can build relationships. Building good relationships takes intentionality. Building authentic relationships takes work. Building authentic relationships that lead to gifts is a narrow focus that takes both work and intentionality. The intersection of caring for the donor and caring for the organization must be dealt with using your whole mind and whole heart. Major gift fundraising and stewardship takes guts, stamina, perseverance, and vulnerability. Shelly Watts will be leading a real conversation about building authentic relationships that lead to major gifts.

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Ben Morton Wright

President & Group CEO, Global Philanthropic

PHILANTHROPY AND THE IMPACT OF COVID 19

Everything has changed. Will it be the end of philanthropy as we know it or the beginning of a new philanthropic moment? Leading consultants and philanthropists come together to discuss the role of individuals, companies, foundations, and governments in the coming era and the kinds of partnerships we will need to forge on the road ahead.

Find out how DonorSearch can help you achieve fundraising success.

PRESENTERS

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Regina Alhassan is Founder of ResearchPRO, Central Ohio’s leading prospect development partner. With total dollars identified exceeding $1 billion, Regina has specialized in major gift campaigns and relationship strategy for a spectrum of organizations including The Ohio State University, Ohio History Connection, I Am Boundless, Columbus Academy and Heal Her Foundation. Her 20 years of prospect research and management includes software development, end user training, leadership consulting, knowledge management, moves management, systems management and development operations. Regina serves on the Women’s Impact Initiative for the global Association of Fundraising Professionals and chairs the Central Ohio chapter’s committee for Inclusion, Diversity, Equity and Access. Previous industry leadership includes Board President of Ohio Prospect Research Network and Chapter Leader for Apra International. A self-proclaimed data geek, Regina is also an artist, writer, philanthropist and TED Speaker who invites you to share your prospect development story at theresearchpro.com.

Regina Alhassan

Founder, ResearchPRO
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Anthony R. Alonso is one of the nation’s leading fundraisers with over three decades of expertise in direct marketing and telefundraising. In 2017, Anthony co-founded Catapult Fundraising. Anthony is a natural leader and has managed his own business for over twenty years. During this time, he has learned how to overcome obstacles, navigate “gray areas” in an ethical manner, and how to motivate a team while always moving forward. It’s Anthony’s expertise and passion for helping non-profit organizations that has allowed him to successfully raise close to a billion dollars for organizations in need over the last ten years alone.

Anthony R. Alonso

President of Catapult Fundraising
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James S. Anderson, CFRE, Partner, has more than 30 years of sales and sales training experience through his positions with local media and national research companies such as Nielsen Media, Simmons and Scarborough Research. Consistently recognized as a top revenue producer ($30 million+), Jim earned “Sales Executive” and “Negotiator of the Year” awards. Jim specializes in donor psychology, marketing and branding strategy, social media marketing, multimedia production, direct sales and sponsorship training programs, and board and organizational training. Jim currently serves as the president of AFP Northern Arizona, his third time serving in this volunteer role. Jim served on the AFP International Communications and Marketing Committee, the Committee on Directorship and is an AFP Faculty Training Academy graduate. In addition, Jim was the 2010 Association of Fundraising Professionals Northern Arizona Fundraising Professional of the Year.

James S. Anderson, CFRE

Partner, GoalBusters, LLC
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Brenda assumed the role of President & CEO in February 2014. Since joining The Alford Group, she has assisted clients in taking their organizations to the next level by building their capacity, strengthening their boards, creating donor-centered relationships, and elevating the culture of generosity to support bold visions to impact communities in more meaningful ways. She has partnered with clients to raise over $2 billion to create game-changing results to fuel their visions.She prides herself on being open-minded, solving old problems in new ways and being willing to try new things. .

Brenda Asare

CEO, Alford Group
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As an associate vice president of development and campaign director at the Oregon State University Foundation, Todd Bastian has fundraising responsibility for the university’s divisions of earth systems science and arts and sciences as well as for corporate and foundation relations. As campaign director, Mr. Bastian also leads the university’s efforts in planning OSU’s next comprehensive campaign. Mr. Bastian joined the OSU Foundation in 2004 as associate director of development for the College of Agricultural Sciences. Shortly after arriving, he became director of development for the college, and most recently was the senior director of development for the earth systems science division. An OSU graduate with a degree in wildlife science, Mr. Bastian previously served as the Oregon regional director for the Rocky Mountain Elk Foundation, a hunter-based conservation organization headquartered in Missoula, Montana. In 2015, Mr. Bastian joined the board of directors for CASE District VIII, before completing his service in 2018.

Todd Bastain

Associated Vice President, Development, Oregon State University Foundation
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Todd is CEO and Co-Founder of Qgiv, a Lakeland based online giving platform which has worked with over 3500 organizations throughout the country to more effectively implement and grow their online fundraising through year-round giving, peer-to-peer and contextual fundraising solutions. He earned his MS in IT Management, with highest distinction, from Carnegie Mellon University. He holds a large and broad array of industry certifications including a CCNA (Cisco Certified Network Administrator), and a Microsoft Certified Network Engineer 2003 + Security (MCSE + Security).

Todd Baylis

CEO, Qgiv
Brian Becker

Brian is founder of Leaders Edge, LLC, a boutique consulting firm focusing primarily on helping nonprofits develop strategic plans, high-performing teams, become more sustainable and increase impact. He also provides leadership coaching to executives and aspiring leaders.   He has provided training to companies and organizations like the American Association of Physician Leadership, Amgen Pharmaceuticals, American Veterinary Medical Association, the Joint Commission, and Rotary International. His work primarily focuses on strategic planning and board development with nonprofits, as well as building and improving a culture of trust and high performance through leadership development.   Brian is a frequent workshop leader and conference speaker, having delivered over 1,000 presentations in the last 25 years throughout the United States, as well as Canada, England, Singapore, South America, Puerto Rico and Palestine. Brian is the co-author with his son, of the book Tender Lions – Building the Vital Relationship Between Father and Son. He also loves to play the trumpet and has a Masters Degree in trumpet performance, and for recreation – he loves to go fast whether it’s water skiing, snow skiing or motorcycling. He’s also a husband, dad and grandpa.

Brian Becker

Founder, Leaders Edge LLC
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Nicholas Bennett is a Senior Development Research Analyst in Development & Alumni Relations at Johns Hopkins University. In this role, he is responsible for prospect research and identification, working in collaboration with development officers in university and medicine divisions. Prior to Johns Hopkins, he was a prospect researcher with Catholic Charities of the Archdiocese of Washington. He recently completed the Certificate in Nonprofit Management program at Johns Hopkins, and holds undergraduate and master’s degrees in history from the University of Glasgow. Originally from Scotland, Nicholas lives with his wife in Baltimore and enjoys exploring the city, reading, and running.

Nicholas Bennett

Senior Development Research Analyst Office of Development Research Johns Hopkins Institutions
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Caitlin brings a unique combination of development experience and legal training and education to Campbell & Company. She understands the importance of driving decision making based on research and data, the involvement of key volunteer leaders, and experience of organizational leadership. Caitlin is a leader in the firm’s education practice and has co-authored extensive thought leadership on alumni and parent engagement which was the impetus of the creation of an alumni engagement assessment service offering. She is an active member of our Continuous Innovation Team and has co-led the development of our first software as a service product, Beam Insights. She helps clients understand the importance of using data to set goals and track progress. She graduated from Saint Louis University School of Law where she studied Estate Planning and Non-profit Law. She is also an alumna of the College of the Holy Cross, where she studied Political Science and Peace and Conflict Studies and worked closely with the Board of Trustees while representing the college in the community as the Director of Community Relations. Caitlin remains active in the Chicago College of the Holy Cross Alumni Association.

Caitlin Bristow

Senior Consultant, Campbell & Company
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Cannon Brooke has dedicated nearly a decade of his professional life, integrating creativity with analytics in research. Today, Cannon is the Director of Prospect Research with Chapman University, combining his data-driven approach with his invaluable and extensive experience concerning prospect identification, wealth analysis, giving trends, and engagement strategy. He previously served as Director of Prospect Research and Management at the University of Hawaii.

Cannon Brooke

Director of Prospect Research University Advancement Chapman University
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Helen is president of The Helen Brown Group LLC, a fundraising intelligence firm. She co-authored Prospect Research for Fundraisers. She served on the boards of Apra and NEDRA, is Special Fundraising Advisor to North American Foundation, University of Manchester, and Fellow of the Royal Society for Arts & Manufactures, London. Helen received the 2006 NEDRA Ann Castle and 2017 APRA Distinguished Service Awards.

Helen Brown

President the Helen Brown Group LLC and co-author, Prospect Research for Fundraisers
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T. Clay Buck, MFA, CFRE has expertise in individual giving and annual fund Clay has been a professional fundraiser since the days of 3×5 cards and paper files. He has worked both as a consultant and front-line fundraiser for various nonprofits across the country and has presented at the AFP International Conference, the APRA conference and in many workshops and seminars. Clay is the Immediate Past President of the Las Vegas chapter of AFP and is a member of the Rogare Advisory Council. He teaches fundraising as part of the Nonprofit Management Certificate program at UNLV.

Clay Buck, CFRE

Founder & Chief Strategist Tactical Fundraising Solutions
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Lisa Bury is the Chief Advancement and Strategy Officer for the Dallas Opera, with both an M.B.A. and a Master of Arts in Arts Administration from Southern Methodist University in Dallas. She became a Certified Fundraising Executive (CFRE) in 2018. A long-time member of the Association of Fundraising Professionals (AFP) where she has acted as both a presenter and committee chair, Ms. Bury has also been a presenter at OPERA America, the League of American Orchestras, the Tessitura Conference, and the Association of California Orchestras.

Lisa Bury

Chief Advancement and Strategy Officer, The Dallas Opera
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Tarsha Calloway leads Development functions for the Woodruff Arts Center in Atlanta, Georgia, including the well-known Annual Corporate Campaign, which raises over $12 million each year from more than 250 generous Atlanta-area companies. Tarsha holds an M.B.A. in International Business from Mercer University Stetson School of Business and a Bachelor of Arts in Journalism and Theater from Texas Southern University. Prior to her role at the Woodruff Arts Center, she held leadership roles in fundraising and corporate relations at the American Cancer Society as well as marketing roles at Marriott International and Porsche Cars North America.

Tarsha Calloway

VP Development, Woodruff Arts Center
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Julia Campbell is nonprofit consultant and speaker, focused on digital storytelling, social media marketing, and online fundraising. She is the author of two books, a mom of two kids, and a Returned Peace Corps Volunteer. Her passion is to get organizations and change makers to stop spinning their wheels and start getting real results using digital tools. You can check out her thoughts and ideas at www.jcsocialmarketing.com/blog.

Julia Campbell

Nonprofit Keynote Speaker and Digital Marketing Expert
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Nathan serves as President of Futurus Group, a firm dedicated to cracking the code on gratitude through big data and artificial intelligence. A 20-year veteran in the nonprofit sector and serial entrepreneur, Nathan presents frequently on the intersection between big data, artificial intelligence, and gratitude. In 2018, Nathan presented the first TEDx on the topic of artificial intelligence and the future of generosity. In 2019 Nathan was named one of the top 100 most influential people in Philanthropy.

Nathan Chappell

President, Futurus Group
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David Chambers is an accomplished fundraiser and public relations professional with more than 25 years of experience in the performing arts arena. He is the Chief Revenue & Advancement Officer for the San Francisco Symphony. A native of Australia, Chambers holds a Bachelor of Business degree from the Victoria University of Technology in Melbourne. He was previously the Vice President for Development at the Chicago Symphony Orchestra Association (CSOA). During that time, he and the CSOA development team collectively secured $41 million in operating and endowment support.

David Chambers

Chief Revenue and Advancement Officer, San Francisco Symphony
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Greg J. Chase is the Founder & Chief Thought Provoker for Experience Strategy Associates, a boutique consulting group he founded to assist organizations with establishing customer and employee feedback strategies and support them in driving change, establishing market presence and achieving new levels of success in revenue, loyalty and satisfaction. Greg was recently named as one of the Top 10 Most Influential Individuals in Customer Experience & Customer Loyalty. Over the last 5 years, he has delivered keynote speeches for thousands of conference attendees and enjoys connecting with industry leaders from all over the globe.

Greg Chase

Chief Thought Provoker & Founder, ESA
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Theresa has over 8 years of experience in data analysis & reporting, prospect research, prospect development & strategy, moves management, donor relations, and fundraising operations. She has been an APRA MD member since 2014, and during 2018 became a member of the APRA MD board. Theresa is the Prospect Development and Research Manager at Catholic Relief Services and Vice President of Apra Maryland. She is a graduate of James Madison University, in Harrisonburg, VA, where she majored in Health Communication and double minored in Statistics and Sociology. A native of northern Virginia, Theresa has been a proud Baltimore transplant since 2015. Frequent travelers, she and her husband share their Pigtown townhouse with three rescue cats. When not traveling to random international locales, Theresa can be found downhill skiing at high speeds, axe throwing, or on a contemplative hike.

Theresa Clark

Prospect Development and Research Manager, Catholic Relief Services, Vice President of Apra Maryland
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Randy Cohen is Vice President of Research at Americans for the Arts—the national advocacy organization for the arts—where he has been empowering arts advocates since 1991. Randy stands out as a noted expert in the field of arts funding, research, and using the arts to address community development issues. He published Americans Speak Out About the Arts, the nation’s largest public opinion study about the arts, and produces the two premier economic studies of the arts—Arts & Economic Prosperity, the national economic impact study of nonprofit arts organizations and their audiences; and Creative Industries, a mapping study of the nation’s 675,000 arts businesses and their employees.

Randy Cohen

Vice President of Research, Americans for the Arts
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Gabe Cooper is the Founder and CEO of Virtuous, a software platform helping nonprofits grow giving. He is also the founder of Brushfire Interactive and co-founder of Shotzoom, makers of GolfShot. Gabe has a true passion for creating market-defining software and helping charities reimagine generosity. After serving in a leadership role at a large nonprofit in the early 2000’s, Gabe went on to help build a series of successful products in the nonprofit and for-profit sectors. His team’s work has been featured by Apple, the NY Times, CNN, Mashable, Forbes, USA Today, and Wired Magazine. Gabe, his wife Farrah, and their five kids live in Gilbert, AZ.

Gabe Cooper

Founder and CEO, Virtuous
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Will Cordery is an Advisor with Leverage Philanthropic Partners LLC, a board member of the Astraea Lesbian Foundation for Justice, and a member of the Economic Justice Advisory Committee for Nonprofit Quarterly. He is an accomplished professional with 13 years experience in the not-for-profit sector, advancing philanthropy for global human rights and progressive public policy and advocacy. He has proven grantmaking and fundraising ability; including effective investment and stewardship of a $14 million grant portfolio.

Will Cordery

Advisor & Consultant, Leverage Philanthropic Partners, LLC
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With more than 40 years’ experience in philanthropy and community relations, Shawn Cribari brings a well-informed perspective to fundraising discussions. As the longtime Director of Development at the Ossining Children’s Center (OCC), she is currently leading their transformative $17.8 million capital campaign, which will provide a new, state-of-the-art child care and education center. Slated to open next September, the new center will allow OCC to continue its 125-year tradition of providing high-quality care, early childhood education, and after-school enrichment for the children of working families, regardless of their income.

Shawn Kennedy Cribari

Director of Development Ossining Children’s Center
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Kasey is the Chief Product Officer at DonorDrive, a leader in enterprise online fundraising for nonprofits, where she drives product vision and product management. She helped launch DonorDrive in 2008 and has also led project management, quality assurance, and product marketing over her tenure. Prior to DonorDrive, she was a software developer for Landrum & Brown, a global aviation planning and development firm, and a market researcher at Clear Channel Communications (now iHeartCommunications). She is an active board member of The Giving Institute, the leading force for leadership and ethics in philanthropy and fundraising, and serves Women in Product, a nonprofit dedicated to empowering women in product management and advocating for equal representation.

Kasey Cuppoletti

Chief Product Officer, DonorDrive
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As the Assistant Director of Annual Giving, Jennifer works with schools, colleges, and programs on giving efforts. These efforts include mass solicitations, crowdfunding, the student led call center, and working with individual donors. She is driven by a desire to ensure anyone who wants to make an impact at CU Denver is able to. Before stepping into the world of fundraising Jennifer worked as the volunteer coordinator at New Era Colorado and as an English teacher with English First Beijing. She previously worked for Advancement at both the Leeds School of Business and the School of Education at CU Boulder. A Colorado native, Jennifer enjoys spending time with her friends and family watching either sports or Broadway musicals. Jennifer earned her B.A. in International Affairs and Chinese Language and Civilization at CU Boulder.

Jennifer Dailey

Assistant Director of Annual Giving, University of Colorado Denver
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Rick first served nonprofits through fundraising and organizational development over 40 years ago. He worked in nonprofit management and leadership for more than a decade before using his passion and expertise as a consultant. All of this culminated with the founding of Dunham+Company in 2002. Since then, Rick has led Dunham+Company to become a global leader in helping nonprofits create and execute fully integrated fundraising and marketing strategies. With dozens of clients on four continents, Dunham+Company now has the opportunity to share their skills with the top organizations around the world.

Rick Dunham

CEO, Dunham+Company
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Alice has more than 30 years of professional fundraising experience, not including her volunteer start at Wisconsin Public Television, blowing bubbles onto the set during pledge breaks for the Lawrence Welk Show. Alice specializes in strategic and development planning, campaign and development program assessments, board and organizational training, executive leadership coaching, individual giving and grant proposal evaluation. In 2020, Alice became the 21st recipient of the AFP Founders’ Medallion, recognizing extraordinary service to the sector. She was the 90th fundraising professional in the world to attain the ACFRE credential and also maintains her CFREstatus, which she obtained in 1999. Alice is also the only three-time honoree as AFP-Northern Arizona Fundraising Professional of the Year.

Alice L. Ferris, CFRE, ACFRE, MBA

Founding Partner, GoalBusters, LLC
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Jennifer Filla is a veteran fundraiser with a focus on prospect research. As president of Aspire Research Group, she helps organizations find and connect with their best donor prospects. She also is CEO of the Prospect Research Institute, which trains fundraisers to conduct research on potential donors. She is co-author of Prospect Research for Fundraisers; The Essential Handbook and has served as a volunteer and trustee for many organizations.

Jen Filla

CEO at Prospect Research Institute and President at Aspire Research Group LLC
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Ryan’s career in Prospect Development spans nearly 15 years, with expertise in the areas of Prospect Research and Prospect Management. In addition, Ryan has also built and provided assistance for several Grateful Patient programs.As an embedded strategist, Ryan worked closely with senior leadership and direct line fundraisers on donor strategy, portfolio optimization, and also monitored the robust Grateful Patient pipeline.

Ryan Frank

Director of Client Strategy & Engagement, Futurus Group
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Over the last three decades, Jay Frost has worked to identify and pursue billions in fundraising opportunities for thousands of charitable organizations around the world. Jay is one of the leading voices in the field. Jay is also a consultant to nonprofits and an advisor to companies serving the philanthropic marketplace. He advises organizations at all stages of their efforts, from startup through capital campaigns.

Jay Frost

CEO, Frost on Fundraising
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Rita Fuerst Adams transforms organizations into better funded, more effective organizations; and builds internal and external teams to diversify funding. Rita works best with entrepreneurial, collaborative organizations focused on the common good.   Throughout the U.S. and internationally, Rita has served causes in education, youth, the arts, community and economic development, historic preservation, health care, international relations, and professional and civic affairs. Rita taught Entrepreneurship for Nonprofits for the masters in Organizational Leadership at Wheelock College. She has written and published extensively in the field, including editing the book for the Center on Philanthropy, What Fundraisers Need to Know About State and Federal Regulation: How it Can Influence All Aspects of Their Work.

Rita Fuerst Adams

President, Charitable and Philanthropic Management Counsel
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Jon W. Garrow was appointed director of prospect development at Willamette University in 2019. Jon has been in the prospect development field since 2007, working with higher education, health care, and human services organizations. He has an undergraduate degree from Chapman University and is completing graduate studies at the Lilly Family School of Philanthropy. Jon was previously on the board of Apra Greater New York, and has presented for Apra and various chapter programs.

Jon Garrow

Director of Prospect Research and Development Willamette University
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Mr. Mike Geiger is President and Chief Executive Officer of the Association of Fundraising Professionals (AFP), representing individuals and organizations that raise more than $100 billion in charitable contributions every year around the world for countless causes.Mr. Geiger sits on the board of the Romanian American Fund and the Romanian American Enterprise Fund – two organizations created by a 1995 act of the United States Congress.

Mike Geiger

President and CEO of AFP
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Over the past 6 years, in his role as Senior Solutions Advisor at MarketSmart, Jeff has advised organizations of all sizes on Engagement Fundraising. Leveraging integrated technology and marketing, MarketSmart helps nonprofits generate, qualify, cultivate and prioritize potential donors. Over the years, Jeff has consulted with dozens of disease research organizations, such as American Lung Association, Fred Hutchinson Cancer Research Center, Moffitt Cancer Center, and more.

Jeff Giannotto

Sr Solutions Advisor at MarketSmart
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Kelly Gieron is the Advancement Research Officer at Loyola University Maryland. She is a proud double “Greyhound” alum, having earned both her bachelor’s degree in writing and her master’s degree in emerging media from Loyola. Kelly has been a member of APRA Maryland since 2014.

Kelly Gieron

Advancement Research Officer, Loyola University Maryland
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Paul Gimeno is a Business Intelligence Analyst at the George Washington University School of Medicine and Health Sciences. Paul currently oversees several important components of GW’s Medical Enterprise grateful patient program specifically in the area of data analytics, business strategy and systems integration. He most recently served as a Data Analytics project manager at Children’s National Hospital and Data Manager and spent four years integrating systems at the Alzheimer’s Association.

Paul Gimeno

Business Intelligence Analyst, George Washington University School of Medicine and Health Science
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Janice Gow Pettey is a nonprofit consultant, author, and noted authority on diversity, ethics, and nonprofit governance. She has a doctorate degree in organization and learning from the University of San Francisco. Janice is chair emeritus of both AFP Ethics Committee and the AFP Research Council During her nonprofit career she has served both as CEO and led the development for various national and international organizations. Janice is the author of Cultivating Diversity in Fundraising and she is the editor of Nonprofit Fundraising Strategy: A Guide to Ethical Decision Making and Regulation for Nonprofit Organizations, both published by Wiley. She is an adjunct professor in the School of Education at the University of San Francisco. She also teaches for the Fund Raising School at the Lily Family School of Philanthropy at Indiana University, Indianapolis.

Janice Gow Pettey, Ed.D.

Founder and Principal, J.G. Pettey & Associates
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Jo Ann spent 34 years in higher education advancement at her alma mater, Georgetown University. She began her tenure at Georgetown in 1985 as the Director of Special Events in the Alumni Association and moved to the business side of the operation in 1988 where she has held a number of positions of increased responsibility before assuming the role of Associate Vice President for Advancement Services in 2002. As Associate Vice President for Advancement Services at Georgetown responsibilities included overseeing the management of Advancement’s human, financial and physical resources as well as the areas of Information and Technologies Services, Alumni Records, Gift Accounting and Reporting, and Finance and Administration, and even including Events, Communications, Research and Stewardship. She also served as a member of Advancement’s senior management team and was involved in strategic planning for Advancement.

Jo Ann Grainger

Associate Vice President for Campaign Operations and Talent Management at Washington State University
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Ted Grossnickle brings decades of experience in advancement to help clients to think strategically about their fundraising efforts. A leader to the JGA team and to the broader nonprofit community. He is deeply engaged in the nonprofit sector as an author, speaker, teacher, and board member and has received numerous honors and awards for his achievements, including the Henry A. Rosso Medal for Lifetime Achievement in Ethical Fundraising. He currently serves as a member and Chair of the Giving Institute board of directors

Ted Grossnickle, CFRE

Senior Consultant and Founder, JGA, Chair of Giving Institute, Chair of Generosity Commission Working Committee
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Sarita Gupta is a senior executive with 30+ years of development, communications and marketing experience with US international relief and development non-profits. She has held leadership positions with major US non-profits, including CARE, Acumen Fund and Women’s World Banking. She began her own consultancy, Indico, in 2011 to connect US investors and donors to India-based social entrepreneurs and NGOs. Born in India and raised in the US, Sarita builds on her deep understanding of both cultures to advance philanthropy among the Indian-American diaspora. She received a master’s degree in international development from Columbia University and a bachelor of arts from Delhi University. An inveterate globe trotter, Sarita calls New York City home.

Sarita Gupta

President Indico (International Nonprofit Development Consultants)
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Randall served for 5 years as the Chief Development Officer for the Nebraska Medical Center. He was responsible for all aspects of fundraising, including the transition to a major gifts program from one historically based on annual gifts and special events. In his career, Randall has overseen all aspects of external relations including annual giving, planned giving, marketing, special events, donor relations, admissions, public relations, alumni associations and two successful capital campaigns.

Randall Hallett

President and Principal Consultant, Gobel Consulting
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Michal Heiplik is the Executive Vice President and a co-founder of the Contributor Development Partnership (CDP). As a 20-year public broadcasting veteran, Michal has extensive experience in database management, membership development, and in identifying fundraising practices that drive positive results. His analytic approach to fundraising and operational problems has given rise to innovation and positive results in his past endeavors. Through identification, sharing, and execution of sound fundraising practices, Michal works to generate new ways in which stations can collaboratively add prospects and increase net revenues.

Michal Heiplik

EVP and Co-Founder, CDP
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Peter Heller is the Founder of the Heller Fundraising Group, a New York City company that consults with nonprofits on their fundraising strategies for capital campaigns, feasibility studies and major gift programs. Peter has personally advised and trained scores of nonprofit professionals in capital campaign and major gift fundraising. Peter left his day job at Columbia University 16 years ago after a 15 year career working at five universities on a handful of huge capital campaigns (millions and millions and billions!).

Peter Heller

Principal Heller Fundraising Group
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Jeff Hill is UNC-Chapel Hill’s campaign director. In that role, he manages strategy, reporting and logistics for the University’s $4.25 billion campaign, one of the largest and most successful campaigns ever in the Southeast. He also provides campaign advice and coaching to Carolina’s 26 schools and units with development operations. As part of his position, he oversees Carolina’s department of prospect management, research and analytics (PMRA). Previously, he was director of advancement at UNC’s Morehead Planetarium and Science Center where he increased giving tenfold. In addition, Jeff served as director of marketing and interim director at Morehead during his 14 years there. Prior to moving to higher education advancement, Jeff was an Emmy Award-winning producer at Disney-owned ABC11 in the Raleigh-Durham television market. Jeff holds a bachelor’s degree from UNC-Chapel Hill’s Hussman School of Journalism and Media and an MBA from UNC-Chapel Hill’s Kenan-Flagler Business School. He is an alumnus of the inaugural cohort of the Advancement Leadership Lab, a joint venture between nine large public institutions to accelerate the growth of senior leadership across the advancement profession.

Jeff Hill

Campaign Director, University of North Carolina at Chapel Hill
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Cecilia led the prospect research effort at the University of Puget Sound in Tacoma, Wash., for 25 years until her retirement in late 2018. She served on the Association of Professional Researchers for Advancement (Apra) board of directors and is a former president of Apra-NW. A speaker and writer, Cecilia is the author of Prospect Research: A Primer for Growing Nonprofits (2008). In 2018, Apra-NW named a scholarship for new researchers for Cecilia and in 2019, Cecilia was honored to join a group of six colleagues who have received Apra’s Visionary Award.

Cecilia Hogan

Prospect Research Fan
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Andrea Holland is the Assistant Director of Prospect Development at the University of Colorado Office of Advancement. They have been with CU for seven years, holds a master’s in Library and Information Science, and is currently working toward a master’s in Public Administration.

Andrea Holland

Assistant Director of Prospect Development, University of Colorado Office of Advancement
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Dave Holmes is Programs Manager for Candid, coordinating the virtual and in-person training, reference, and research services. He returned to the Foundation Center in 2015 from a position as Senior Consultant at Grants Plus, writing grants and doing research for a variety of large and small nonprofit clients. He is a current board member of Joel’s Place for Children and a former board member of the Association of Fundraising Professionals, Greater Cleveland Chapter and of Joyful Noise Music School.

David Holmes

Programs Manager, Midwest Candid
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Kinga is a human rights lawyer with over 15 years of experience working with multidisciplinary teams in the private, nonprofit, and public sectors. As the Vice President of Thought Leadership at CAF America, she manages all strategic and tactical aspects of educational initiatives focused on enabling cross-border philanthropy, including the launch and development of the International Grantmaking Symposium, and more recently the publication of Cross-Border Giving: A Legal and Practical Guide (Charity Channel Press, March 2018).

Kinga Ile

Vice President of Thought Leadership & Communications Charities Aid Foundation of America
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In collaboration with senior advancement leadership, Karen Isble leads the planning and execution of the university’s $2 billion comprehensive campaign, Brilliant Future, which launched publicly in October 2019. She works with deans, unit directors, faculty members, senior administrative leadership, foundation trustees, volunteers and development staff across campus to foster partnerships, create awareness, and coordinate the activities which will support the university’s campaign fundraising goals. Prior to joining UCI in 2017, Karen served as Assistant Vice President for Development at the University of Michigan. In that role, she oversaw the prospect development, data and technology infrastructure for the 600-member development staff community, covering 36 schools, colleges, units, and the academic medical center. Karen also played an integral role in the university’s $5 billion+ “Victors for Michigan” campaign, coordinating all aspects of campaign planning, and working with campaign counsel, volunteers, donors and university leadership. Prior her 11-year tenure at Michigan, Karen worked in arts administration and fundraising roles at the Chamber Music Society of Detroit, the Chicago Symphony Orchestra and the Goodman Theatre. She served for five years on the board of Apra, serving as president in 2013-14. She has been a speaker and author, regionally and nationally, with Apra, CASE and AFP.   Karen holds a bachelor’s degree from Harvard University and a master’s degree from the University of Michigan.

Karen T. Isble

Associate Vice Chancellor and Campaign Director at University of California, Irvine
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Russell James is a Professor of Charitable Financial Planning at Texas Tech University, with experience as a planned giving fundraiser, an estate planning attorney in private practice, and a major gifts fundraiser/college president. Russell’s focus is to make and share words, pictures, and discoveries that help others to encourage generosity. His research has been cited in outlets such as The Wall Street Journal, The New York Times, CNN, NBC News, USA Today, The Chronicle of Philanthropy and more.

Russell James

J.D., Ph.D., CFP, Professor of Charitable Financial Planning at Texas Tech University
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An experienced health care, higher education, fundraising and nonprofit professional, Patrick H. Johnson serves as the Senior Vice President for Institutional Advancement at Meharry Medical College where he oversees and manages the College’s advancement and external relations. Prior to joining Meharry, Patrick served as Sr. Consultant at Campbell & Company, the nation’s largest and oldest nonprofit management consulting firm, and assisted clients in executing large, strategic capital campaigns. Patrick received his Bachelor of Arts degree from Fisk University, completed Belmont University’s Mini-MBA program and earned his Planned Giving Certification through the Indiana University School of Philanthropy. Additionally, he has served on numerous advisory boards for various organizations throughout Nashville, Washington, D.C. and beyond. Patrick lives with his two teenage daughters in Spring Hill, TN.

Patrick Johnson

Senior VP of Institutional Advancement, Meharry Medical Center
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Sam currently works as Marketing Director at DonorSearch, a prospect research, screening, and analytics company that focuses on proven philanthropy. She has spent the last 7 years working in the Events industry, honing creative and organizational skills. She started with DonorSearch in 2018 planning conferences and events and was recently promoted to Marketing Director in 2019. Sam graduated with a Bachelor’s Degree in Psychology from the Virginia Military Institute. She has a French Bulldog named Gouda and a passion for curating spaces to bring people together.

Samantha Jones

Marketing Director, DonorSearch
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Claudia Keenan is the Senior Vice President of Institutional Advancement and Executive Director of the Mercy Health Foundation. Before that, she was Deputy Director of Advancement and Executive Director of the Virginia Museum of Fine Arts Foundation in Richmond. Prior to that, Ms. Keenen served as Vice President for External Relations and Chief of Staff at Eastern Virginia Medical School in Norfolk. She also previously served as Vice President of Business Development of The New York Botanical Garden as well as the New York City Opera at Lincoln Center.

Claudia Keenan

Senior VP of Institutional Advancement, Mercy Health Services
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Antionette G. Kerr is a nonprofit leader, contributing journalist, author, and lover of poetry who has spent over 20 years working as a leader of nonprofit agencies that focus on economic empowerment. Her work has helped bring more than 6 million dollars in local, state, federal and private funds and donations. Antionette studied journalism and African American history at the University of North Carolina at Chapel Hill, where she began researching and writing about the influence of race, gender, and politics. As Executive Director of Lexington Housing Community Development Corporation, she continues that passion as the founder of Empowerment Magazine, a free resource published by the non-profit agency.

Antionette Kerr

Nonprofit Leader, Author, and Media Correspondent
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Jenny has a true passion for grateful patient programs and philanthropic operations. She has extensive experience in healthcare philanthropy including implementation and management of fundraising systems, information management, gift processing, donor acknowledgments, reporting, metrics and prospect management. Before joining the Gobel Group, Jenny oversaw advancement services at Abington – Jefferson Health and prior to Abington she was an integral member of the development operations team at Fox Chase Cancer Center.

Jenny Kleintop

Vice President and Principal Consultant, Gobel Group
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Kaylin Kopcho joined the neurology development team in November 2014 and is a senior member of the team. She connects the passions of individuals and organizations with philanthropic investment opportunities in the division of neuroimmunology and neurological Infections and the division of Parkinson’s disease and movement disorders. In addition to managing and mentoring several members of the team, Kaylin oversees our office’s relationships with the office of medical annual giving and Johns Hopkins Medicine’s marketing and communications. Before this role, Kopcho was a major gifts officer for Penn State’s Smeal College of Business, the director of development for the Gladys W. and David H. Patton College of Education at Ohio University, and a program manager for Ruffalo Noel Levitz. She got her start in higher education philanthropy as a student fundraiser, trainer and supervisor at Penn State Lion Line. Kopcho graduated from the Pennsylvania State University with a B.Ph. focused on pharmacology. She wrote a thesis exploring the impact of the off-label usage and fast-tracking of the approval process for certain cox-2 inhibitors. Currently, she serves on the board of directors for Roland Park Place as a member of the strategic planning and philanthropy committees.

Kaylin Kopcho

Senior Associate Director of Development Department of Neurology Johns Hopkins Medicine
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As Vice President, Enterprise Consulting for Tessitura Network, Erin Lively Koppel leads a highly skilled team of industry experts who create revenue-generating strategies, deliver meaningful insight via Tessitura Analytics, and provide fundamental CRM guidance which deepens engagement with constituents, and improves operational efficiency using Tessitura. Erin is known for her ability to inspire and ignite organizationally-inclusive teams, and is a highly sought conference speaker and workshop facilitator in Europe and North America.

Erin Koppel

Vice President, Enterprise Consulting, Tessitura
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Cherian Koshy, CFRE and AFP Master Trainer, has more than two decades of experience in a variety of non-profits where he has successfully helped organizations connect thousands of donors to causes they care about and raising tens of millions of dollars in the process. He serves as the Director of Development at Des Moines Performing Arts, one of the nation’s premier arts organizations. He is also a member of Rogare and serves on the boards of several other organizations. He is a governor-appointed vice-chair of Iowa’s Commission on Volunteer Service and co-founded the Des Moines Fundraising Institute.

Cherian Koshy

Cherian Koshy, CFRE and AFP Master Trainer
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Jessica Schrider LaBorde is the Assistant Vice Chancellor of Advancement Services for the University of California, Davis. Jessica and her team develop and provide advancement services solutions with the front-line fundraiser in mind. With nearly 25 years of experience in corporate sales, political and nonprofit fundraising, and philanthropy operations, Jessica is passionate about improving both internal and external processes to drive a leaner, more efficient business while supporting the UC Davis philanthropic goals and priorities.

Jessica LaBorde

Assistant Vice Chancellor, Advancement Services, UC Davis
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Howard Lake is a digital fundraising entrepreneur. He has published UK Fundraising, the world’s first web resource for charity fundraisers, since 1994 and wrote the world’s first book on the subject in 1996. He previously worked as a fundraiser at Oxfam, Afghanaid and Amnesty International. He trains and advises charities and fundraising companies on how to make the most of digital tools and opportunities.

Howard Lake

Director, UK Fundraising
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Bond T. Lammey is the senior vice president of prospect development at BWF. Bond’s experience ranges from higher education to academic medicine, large and small social service agencies, and national and local member/cause organizations. She is accomplished in principal gift prospecting, working with non-natural constituencies, daily wealth screenings, and comprehensive prospect development strategies. Prior to joining BWF, Bond led prospect research efforts at the University of Chicago, where she oversaw the central prospect research team and developed integrated strategies with prospect management, analytics, corporate and foundation relations research, and non-central research teams at the medical center and Booth School of Business. Bond received her BA in Sociology and her Master of Management in Nonprofit Administration, both from North Park University in Chicago, Illinois. She is the president of the board of Apra International, is an instructor at the Rice University Center for Philanthropy and Nonprofit Leadership, and has presented in the United States, Canada, Australia, and Asia at AFP, ADRP, aasp, and Apra conferences.

Bond Lammey

Senior Vice President of Prospect Development, BWF
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As VP, Development, Tracy LaMondue is responsible for all aspects of the American Geophysical Union’s fundraising. She leads the organization in building a Culture of Philanthropy within its membership base as well as opening new doors in support of AGU programs. Prior to joining AGU she served as Senior VP, Development for the National Parks Conservation Association, Associate Director for Advancement and Campaign Director at the Smithsonian Institution, National Museum of Natural History, and VP, Major Gifts at Conservation International.

Tracy LaMondue

Vice President, Development at American Geophysical Union
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Scott R. Lange is the president and founder of Visionary Philanthropic Consulting. He brings a wide combination of skills and experience to his clients. These are in the areas of major gift fundraising, business intelligence and analytics, strategic planning, technology and business process, team building and campaigns. Scott has over 35 years of leadership experience as a CEO, chief development officer, entrepreneur, consultant and front line gift officer. His experience traverses higher education, healthcare, policy, international NGO’s, and technology sectors.

Scott Lange

President, Visionary Philanthropic Consulting
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Jennifer is DonorSearch’s Communications Manager. Her primary focus is creating messaging and content that realizes the company’s mission of delivering premier prospect development solutions to all nonprofits to fuel their financial capacity. She is a career advancement professional, with 25+ years experience as a consultant (Zuri Group, BWF, JLC Consultant, Mission Focus) where she counseled clients across non-profit sectors in the areas of prospect intelligence gathering, process redesign, data governance and gift administration. She is the former Sr. Director of Development & Alumni Relations Services at the University of Delaware, where she oversaw all functions of Advancement Operations. She is an active member of aasp, and Apra.

Jennifer Liu-Cooper

Communications Manager, DonorSearch
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Allison Burr-Livingstone is a communications and development professional with a background in nonprofit management, external affairs, fundraising, message development and advocacy and a passion for building a better Baltimore. Allison is the Director of Government Affairs and Communications as well as the Executive Director for the Visit Baltimore Education and Training Foundation where she manages the business and affairs of the Foundation and, working with a Board of Directors, provides direction and leadership toward the achievement of its mission, strategies and annual goals.

Allison Burr-Livingstone

VP Development, Baltimore Symphony Orchestra
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Katie is the VP of Nonprofit Development of Proof. She has spent her career working in the social sector, first in fundraising and development with national nonprofit organizations and then as a nonprofit consultant working with local and national nonprofits. Katie worked in fundraising and development at the American Cancer Society, the Leukemia & Lymphoma Society and Make-A-Wish Missouri.Katie is a speaker and trainer in the nonprofit sector for organizations such as the Giving Institute, AFP and many more!

Katie Lord

Vice President of NonProfit Development, Proof Positioning
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Laura MacDonald, President of Benefactor Group, is a certified fundraising executive with more than 27 years’ experience in nonprofit leadership, fundraising, and philanthropy. She is a frequent speaker at local, regional, and national conferences and has written articles related to advancement and philanthropy. She is active in her community and profession and serves on volunteer boards and committees including the American Alliance of Museums’ national Development and Membership Executive Committee. She is Vice-Chair of the Giving USA Foundation Board and member of AFP and was named the Central Ohio chapter’s “Fundraising Professional of the Year” in 2007.

Laura MacDonald

CFRE, Principal & Founder, Benefactor
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Katelyn brings an analytical yet empathetic approach to her client engagements. She takes particular interest in leveraging data to influence decision-making and in developing systems and processes to ensure rewarding donor experiences and great fundraising outcomes. Katelyn’s experience prior to joining Campbell & Company includes a unique combination of fundraising and consulting. Her direct fundraising experience focused on arts and culture and youth development, including positions with the Girl Scouts of Greater Chicago and Northwest Indiana and the Boston Children’s Chorus. During her time as a consultant with The Hackett Group, a management consulting firm serving a wide array of Fortune 500 clients, Katelyn served as a trusted advisor and developed keen analytical skills that serve her well in applying rigor to her client work. Katelyn graduated with a Bachelor of Music in Arts Management from Northwestern University, where she studied in the Voice and Opera program.

Katelyn Martin

Senior Consultant, Campbell & Company
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Timothy J. McClimon is President of the American Express Foundation and Vice President for Corporate Social Responsibility, American Express Company. In this role, he directs all of the company’s global social responsibility, philanthropy and employee engagement programs. Prior to joining American Express, Mr. McClimon was Executive Director of Second Stage Theatre, and for many years he served as the Executive Director of the AT&T Foundation. A graduate of Georgetown University Law Center, Mr. McClimon joined AT&T from the New York law firm of Webster & Sheffield where he was a lawyer specializing in not-for-profit corporate law. Prior to that, he managed the Inter-Arts Program at the National Endowment for the Arts. In addition to his law degree, he holds a bachelor’s degree from Luther College and a master’s degree from St. Cloud State University. Mr. McClimon serves on the boards of several not-for-profit organizations, including Americans for the Arts, Merce Cunningham Dance Company, and Second Stage Theatre. He is also chairman of the Corporate Advisory Council of the American Red Cross. Since 1990, Mr. McClimon has been an adjunct professor at New York University where he teaches two graduate level courses in arts administration and not-for-profit management.

Timothy McClimon

Senior Vice President, Corporate Social Responsibility, American Express
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Rev. Alex Patchin McNeill is the Executive Director of More Light Presbyterians. During his tenure at More Light, he has equipped congregations to live into policy change for inclusion of LGBTQIA+ people and has successfully enacted policies for marriage equality in the Presbyterian Church, USA. Alex is the first openly transgender man ordained as a Minister of the Word and Sacrament in the Presbyterian Church, (U.S.A.).

Rev. Alex Patchin McNeill

Executive Director More Light Presbyterians
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Chris Mildner is a Prospect Research Analyst at The Nature Conservancy and former principal of Strategic Edge Resource Consulting. She has given presentations about research, prospect management and campaign preparation to regional and national groups. She was an editor of the Internet Prospector and served on Apra’s editorial advisory committee.

Christine A. Mildner

CFRE, Prospect Research Analyst at The Nature Conservancy
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Leah currently fosters relationships with benefactors and connects passions with CU Denver initiatives to transform the student experience within higher education. She primarily serves as the fundraising liaison for the College of Engineering, Design and Computing. Previously, Leah served as assistant director of development for CU Anschutz and development officer at Mayo Clinic, where she worked on inspiring gifts that helped to transform medicine and clinical care. She is considers herself a ‘relationship builder’ and ‘joy facilitator’ in the world of philanthropy.

Leah Montera

Director of Development, University of Colorado Denver
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Matt is the Executive Director of the Blackbaud Giving Fund, a donor advised fund that supports Blackbaud’s workplace giving offering. Matt also serves on the Executive Committee for the Generosity Commission Working Group and recently served as its Executive Director. In that role he guided the committee work including developing the research strategy and agenda for the Commission. Previously Matt was the Senior VP of Marketing and Donor Experience with Fidelity Charitable, an independent public charity and one of the largest grant-makers in the US. He and his team intently studied donor behavior and worked to make giving accessible, simple and effective. Prior to Fidelity Charitable, Matt spent more than 3 decades leading client and customer focused organizations creating trusted relationships and satisfying experiences for individual customers and clients. Matt’s philanthropic and volunteer work has focused on supporting local public education. He enjoys sailing, woodworking, and recently renovating a vacation home in the Blue Ridge mountains of North Carolina. He received a Bachelor of Mechanical Engineering and an MBA from the University of Minnesota.

Matt Nash

Executive Director of the Blackbaud Giving Fund, Executive Committee for the Generosity Commission Working Group
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As senior fundraising consultant, Barbara helps non-profits of all sizes cut through the noise and develop a profitable fundraising strategy that focuses on the resources, skills and tactics they need to build more effective donor relationships and catapult their revenue. It’s her mission to transform leaders, staff and board members into fundraising superstars equipped with the right combination of annual, major gifts and campaign know-how. Through coaching sessions and training workshops Barbara’s clients feel more confident to have the conversations that lead to more funds and greater mission impact.

Barbara O'Reilly, CFRE

Principal, Windmill Hill Consulting, LLC
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Dixie Ost is the Director of Corporate Giving and Sponsorship at Field Museum. Previously, she served in several positions at Loyola University, including Assistant Vice President of Advancement and Interim Director and Senior Officer of Corporate and Foundation Relations. She was Director of Development of Oprah’s Angel Network and The Oprah Winfrey Leadership Academy for Girls at Harpo Productions, Senior Director of Direct Response marketing at Heifer International and other positions.

Dixie Ost

Director of Corporate Giving and Sponsorship at Field Museum of Natural History
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As a fundraising consultant, Jennifer is dedicated to serving the nonprofit community and sharing her expertise. Jennifer’s passion to serve others and the community, combined with over 18 years of fund development experience driving strategy, execution, and building incredible teams, has allowed her to raise over $55 Million for education, healthcare, and most recently for The Salvation Army – Hawaiian and Pacific Islands as their Chief Development Officer. Jennifer is dedicated to the Non-Profit community sharing her expertise as exemplified by her participation on national and local boards.

Jennifer Oyer

Principal and Managing Director, Community Impact Advisors
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Dan Pallotta is an entrepreneur, author, and humanitarian activist. He is best known for his involvement in multi-day charitable events with the long-distance Breast Cancer 3-Day walks, AIDS Rides bicycle journeys, and Out of the Darkness suicide prevention night walks. He is the author of Uncharitable – How Restraints on Nonprofits Undermine Their Potential, the best-selling title in the history of Tufts University Press. He is also the author of Charity Case: How the Nonprofit Community Can Stand Up for Itself and Really Change the World, and When Your Moment Comes – a Guide to Fulfilling Your Dreams. He is the president of Advertising for Humanity and president and founder of the Charity Defense Council. He is a featured contributor to Harvard Business Review online.

Dan Pallotta

Chief Humanity Officer, Advertising for Humanity
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Stacy Palmer has served as a top editor since the Chronicle of Philanthropy was founded in 1988 and has overseen the development of its website, Philanthropy.com. She plays a hands-on role in many Chronicle services, such as its Philanthropy Today daily newsletter and its webinar series offering professional development for people involved in fundraising, grant seeking, advocacy, marketing and social media. Before she helped found the Chronicle of Philanthropy, Palmer was editor for government and politics at the Chronicle of Higher Education.

Stacy Palmer

Editor, The Chronicle of Philanthropy
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Katie Princo is a Development Research Analyst at the University of Colorado Office of Advancement, supporting research efforts across all four of CU’s campuses and serving as the primary research liaison for the Anschutz Medical Campus, the UCB College of Music Advancement team, and parent giving. Before that, she worked on the Boulder campus as part of the College of Music Advancement team, coordinating in-house research and stewardship and managing two leadership giving programs.

Katie Princo

Development Research Analyst, University of Colorado Office of Advancement
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Kris Putnam-Walkerly is a recognized expert and leader in philanthropic program design, implementation, evaluation, and communication. Her firm, Putnam Consulting Group (formerly Putnam Community Investment Consulting), is employed by high-profile national foundations, corporate philanthropies, and nonprofits from coast to coast, as well as by smaller regional or local foundations that want to achieve big impact. Her clients include The Annie E. Casey Foundation, David and Lucile Packard Foundation, Robert Wood Johnson Foundation, the Charles and Helen Schwab Foundation, the Heising-Simons Foundation, the Richard and Rhoda Goldman Fund, and many more.

Kris Putnam-Walkerly

President, Putnam Consulting
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Iain is an experienced senior board member of businesses and charities – and now a partner at Vico Partners, providing advice to Boards on strategy and communications. A lawyer and banker, has held independent Board leadership positions in a range of public and private companies and charities – including as Chairman of Tusk Trust, the African conservation charity. Among his current appointments he is a Non-executive Director of an NHS Foundation Trust, and is Chair of Trustees at Walhampton School, both in UK.

Iain Rawlinson

Partner, Vico Partners Limited
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Adrian Sargeant is the Co-Director of the Institute for Sustainable Philanthropy. He was formerly the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University. Adrian is a Visiting Professor of Fundraising at Avila University and the Australian Centre for Philanthropy and Nonprofit Studies at Queensland University of Technology, Brisbane, Australia. In 2010 in the United States he was named to the prestigious Nonprofit Times, Power and Influence list and in the same year received a Civil Society award in the UK for his services to the profession of fundraising. In 2016 he received a lifetime achievement award from the Institute of Fundraising. Adrian designed the UK’s system of professional education for fundraisers and is currently working on the European qualification framework for the European Fundraising Association.

Adrian Sargeant

Co-Director of the Institute for Sustainable Philanthropy
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Tim oversees the ecosystem of software, consultant, and institutional partners that can address any nonprofit need at NeonOne. He has worked for several non-profits at both the support and executive levels and has raised over $3 million for various causes. Time has worked on organizational techniques to build broader coalitions and networks of support, managed committees, presented at academic forums and conferences, written successful grants, and overall have worked hard to make sure other people can live their lives better.

Tim Sarrantonio

Director of Strategic Partnerships, NeonOne
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Joanna Schofield has experience in nonprofit development, business management, and education. She currently is Senior Associate Director of Relationship Management at Johns Hopkins for medical, graduate, central, and community fundraising teams. She is passionate about program development, intentional collaboration, data-driven solutions, technical advancements, and strategic growth. Joanna has spoken at APRA PD International Conference in Nashville and Phoenix, and has previously been the Membership Chair for APRA MD, and is now serving as President. Joanna has an undergraduate degree in International Development and is pursuing an MA in NGO Management at Johns Hopkins. In her spare time, Joanna loves road trips, exploring new places, hiking, and kayaking. She lives in Sykesville, MD and stays busy with her two spirited teenage daughters, husband, two cats, and two dogs – a Pointer and Great Dane mix.

Joanna Schofield

Senior Associate Director Office of Relationship Management Johns Hopkins Institutions President of Apra Maryland
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Taylor brings a background of nonprofit industry expertise to Pursuant. Taylor is responsible for driving brand awareness and evangelism of Pursuant’s thought leadership and events. With 11 years’ experience in both client services and marketing at leading nonprofit technology companies, Taylor has interfaced with hundreds of organizations on both national and local levels. By working with so many different clients, she truly understands nonprofit organizations’ pain points to bring solutions to life.

Taylor Shanklin

Vice President of Marketing | The Pursuant Group
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A prolific writer and speaker, he curates Bloomerang’s sector-leading educational content, and hosts a weekly webinar series which features the top thought-leaders in the nonprofit sector.Steven has contributed content to the National Council of Nonprofits, AFP, NTEN and Nonprofit Hub, and is a frequent conference speaker. He is a co-author of Fundraising Principles and Practice: Second Edition.He is also an AFP Center for Fundraising Innovation committee member, and sits on the faculty of the Institute for Charitable Giving.

Steven Shattuck

Chief Engagement Officer, Bloomerang
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Prior to joining Aspire as a Research Consultant, Elisa was a researcher at Loyola University Chicago and benchmarking analyst at Grenzebach Glier. She writes regularly for Best Lawyer/US News and World Report, Book Riot, and Streeterville News. She has written for Inside Philanthropy and has published with the Boston Globe, Huffington Post, and many others. Elisa earned her MBA in marketing and operations management from Loyola, a MA from the University of Wisconsin-Madison; and a B.A. in History from the University of Chicago.

Elisa Shoenberger

Research Consultant at Aspire Research Group LLC
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Karen Skelly is currently the Assistant Director of Development at the National Foundation for Cancer Research located in Rockville, MD. In this role, she manages all prospect research, cultivates a major gift caseload, supervises the data entry team, oversees two donor databases, and organizes logistics for fundraising events held throughout the US. Her previous experience includes development work for both Johns Hopkins Medicine (Howard County General Hospital Foundation, 2016-2018) and Johns Hopkins University (Carey Business School. 2013-2016.) Prior to 2013, Karen worked as a third-party meeting planning consultant for various government organizations and corporate groups to execute large-scale training meetings and incentive trips. She has three grown children and lives in Carroll County, Maryland

Karen Skelly

Assistant Director of Development, National Foundation for Cancer Research and Events Management Chair, Apra Maryland
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Dempsey works in Advancement at The Fu Foundation School of Engineering and Applied Science at Columbia University in New York City as the Assistant Director. She led the most successful student philanthropy campaign in 2019 resulting in an endowed scholarship by current students. Her focus is on engaging and creating transformative opportunities for donors. She has a Bachelor’s of Science in Biochemistry and Molecular Biology from the College of Wooster in Ohio. She serves on the Alumni Board for the College of Wooster and the Board of Trustees at Fountain Valley School of Colorado. Dempsey volunteers with Radio Lollipop at the local children’s hospital. Dempsey enjoys traveling and frequents Broadway shows.

Dempsey J. Simonis

Assistant Director, Annual Giving The Fu Foundation School of Engineering and Applied Science at Columbia University
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Birgit Smith Burton is the Executive Director of Foundation Relations at the Georgia Institute of Technology in Atlanta. Recently she has led her team in raising $309M towards the Institute’s most successful $1.8B capital campaign. She was selected to participate in the first cohort of Leading Women@Tech, which identified the next community of leaders who will guide the institution in the 21st century. Additionally, she serves on the board of the International Association of Fundraising Professionals and chairs the AFP IDEA committee (Inclusion, Diversity, Equity, and Access).

Birgit Smith Burton

Executive Director of Foundation Relations, Georgia Institute of Technology
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Nick Sollog has been in development since 2003 and in 2009 he formed The Sollog Group to help nonprofits raise more money in less time. In 2012, Nick joined the Episcopal Church Foundation as a capital campaign consultant. Prior to consulting, Nick worked in development at the University of Richmond and the University of Lynchburg. Nick is involved in the local community both personally and professionally. He sits on board of World U.P. Foundation and is an active parishioner at Grace & Holy Trinity Episcopal Church. Professionally, he is a member of YNPN RVA, Apra International, Apra-VA, and VAFRE. Nick was born and raised in Richmond, VA. He went on to graduate from the University of Lynchburg in 2006. He has received certificates from the University of Richmond’s Institute of Philanthropy in Grant Writing & Management, Fundraising & Development, and Nonprofit Marketing.

Nick Sollog

Founder & CEO, The Sollog Group, LLC
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Jenny Xia is Co-Founder and Co-CEO of FreeWill, a social venture that empowers individuals to plan their wills and while including charitable bequests. FreeWill makes creating a will accessible and straightforward. Before FreeWill, Jenny was a McKinsey & Co. Business Analyst, Private Equity Associate at Bain Capital, and most recently a Paribus Advisor. She was named Forbes 30 Under 30 for Social Entrepreneurship for her FreeWill work.

Jenny Zia Spradling

Founder and Co-CEO, FreeWill
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Bill Tedesco is a well-known entrepreneur in the field of philanthropy with over fifteen years of experience at the helm of companies serving the fundraising profession. He has personally conducted original research to identify markers of philanthropy and has developed modelling and analytical products that use those markers to accurately predict future giving.Since 2007, he’s been the founder, CEO, and Managing Partner of DonorSearch. DonorSearch is one of a small group of companies providing wealth screening, philanthropic reviews, and online prospect research tools exclusively to the nonprofit market.

Bill Tedesco

Founder and CEO, DonorSearch
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Sarah started out in fundraising, working as a prospect researcher even before she finished college. She has worked with nonprofit organizations of every type and size, helping them find the best tools and strategies for their needs and providing outstanding training and support. Sarah serves as the Executive Vice President for DonorSearch and directly oversees customer service, production and implementation, marketing, and the renewal department. Sarah enjoys working with clients on strategic initiatives and product development collaboration.

Sarah Tedesco

Executive Vice President, DonorSearch
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Dana Textoris

Managing Director, Grants Plus
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As Executive Director of the Generosity Commission, Yvonne guides and supports the work of the Working Committee in preparation for the launch the full Commission. Yvonne has spent more than two decades working across philanthropy, communities, education, business and government. She is the founder and principal of Proximity, a philanthropic advising firm that works to ensure that the goals and values of people who want to give are well matched to the needs and interests of the people, communities and issues they care about. Prior to founding Proximity, Yvonne spent nineteen years in a variety of roles within Microsoft Philanthropies. Most recently, as the director of global programs for Microsoft Philanthropies, she was responsible for global strategy, programs and partnerships across more than 40 countries. Before to joining Microsoft, Yvonne worked in the nonprofit sector, with a focus on youth development.

Yvonne Thomas

Executive Director, Generosity Commission
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Shelly Watts is Lead Director of Strategic Funding at Woodside Bible Church, promoting the gospel locally and overseas. She loves major gift fundraising and teaching the next generation of fundraisers. She’s served as Chief Development Officer, Sr. Development Officer, and Director of Development for health and housing nonprofits in the Metro Detroit area, and has consulted for nonprofits domestically and internationally.

Shelly Watts

Lead Director, Strategic Funding, Woodside Bible Church
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Shomari is currently the Associate VP of Foundation Operations at the Children’s Hospital of Philadelphia Foundation. Prior to his arrival, he spent 13 years as Associate VP of Foundation Business Operations for Children’s Hospital Foundation in DC where he oversaw prospect research, information systems, gift processing, financial management and reporting, and quality assurance and compliance. Shomari has a bachelor’s in business management from Howard University, and an MBA from the University of Maryland University College, Graduate School of Management and Technology.

Shomari White

Associate Vice President, Operations, Children's Hospital of Philadephia Foundation
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Conner Wolfe is a nonprofit and development professional dedicated to advancing social justice and the common good. In his current position as prospect research coordinator at St. Mary’s College of Maryland, Conner applies creative research techniques, expert database knowledge, and meaningful data patterns and metrics in support of gift officers and the College president. Conner completed his Master’s degree in Museum Studies at the SUNY Oneonta Cooperstown Graduate Program in May 2018 and holds a background in development, capacity building, and public policy with arts and culture, higher education, and advocacy organizations. Originally from Western New York, Conner enjoys the outdoors and volunteers as state-wide fundraising coordinator with the Maryland Green Party.

Conner Wolfe

Prospect Research Coordinator, St. Mary's College of Maryland and External Relations Chair, Apra Maryland
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Ryan Woroniecki is the Vice President of Strategic Partnerships at DonorSearch, a prospect research, screening, and analytics company that focuses on proven philanthropy. He has helped over a thousand nonprofits focus on data-driven fundraising. He is the current Secretary of The Giving Institute, a former APRA-MD board member, and volunteers for a few organizations helping their fundraising operations and processes. In his spare time you can find him cooking, at a concert, or on the kickball diamond.

Ryan Woroniecki

Vice President of Strategic Relationships, DonorSearch
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Kurt Worrell leads the Donor Engagement Team at TrueSense Marketing, which makes critical one-to-one connections with donors on our clients’ behalf. Kurt joined TrueSense in 2016. He has over 25 years of fundraising and data experience from clients in health care, higher education, veteran service organizations, zoos, and museums. Kurt develops and oversees the personal contact strategies that are the basis of our mid-level solution, lapsed, sustainer, new donor welcome, donor elite, and upgrade initiatives. These high-touch programs not only deepen valuable donor relationships, they have also helped raise hundreds of thousands of dollars for key client programs. He has worked with more than 300 nonprofit organizations, providing program design, leadership, and counsel while leading internal teams to execute planning and meet objectives.

Kurt Worrell

SVP, Donor Engagement Team, TrueSense Marketing
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Ben Morton Wright founded Global Philanthropic in 2002. He has supervised the establishment of Global Philanthropic operations in the UK, Australia, Hong Kong and Canada. As Group CEO, Mr. Morton Wright has gained recognition as a major gift strategist, an expert in structuring international campaigns and a specialist on higher education and Asian philanthropy. Currently, Mr Morton Wright advises a number of private individuals and philanthropists around the world to develop meaningful philanthropic strategies. He has been acknowledged as an expert on Asian philanthropy.

Ben Morton Wright

President & Group CEO, Global Philanthropic
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Sara Wuorinen is the Director of Research and Business Intelligence at the University of Colorado Office of Advancement. She started her career at CU in 2008 as a Development Research Analyst, and is passionate about the work and support she and her teams are able to provide to help further advancement efforts throughout the University of Colorado system.

Sara Wuorinen

Director of Research and Business Intelligence, University of Colorado Office of Advancement
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Armando Zumaya has been in fundraising for 34 years in a variety of roles that have given him a unique perspective on development offices, prospecting and role of prospect research/management. He is currently an active Chief Development Officer. He has spent the bulk of his fundraising career as a Major Gift, Leadership Gifts and Annual Fund Officer on two $1+ billion dollar campaigns at Cornell University and the University of California, Berkeley. He began his career in 1985 as a canvasser for SANE/FREEZE in Los Angeles and Ithaca N.Y. where he led door to door canvassers in the field for 5 years.

Armando Zumaya

Chief Development Officer, Consultant for Armando Zumaya Consulting