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2017 Gateway Conference on Philanthropy Sessions






Session Schedule and Descriptions

Morning Plenary Session: 8:15am – 9:30am


The Happy Healthy Nonprofit: Strategies for Impact without Burnout

Beth Kanter — Author, Thought Leader, Master Trainer

Author and Thought Leader, Beth Kanter, will share the latest thinking from her new book, The Happy Healthy Nonprofit. As nonprofits, we are fueled by our passion for our organization's mission, but we often work long hours, have too much to do, and not enough time to take care of ourselves. What if things were different? What if we all prioritized taking care of ourselves and the people in our organizations by creating a culture of well-being? Self-care is not a solo practice; it also must be nurtured in the workplace. This interactive keynote will cover the sources of burnout in many nonprofit organizations that boards and senior leaders can avoid and you will learn the best stress reduction strategies for yourself and your fundraising team as well as how to bring well-being into your organization's workplace so you can ultimately raise more money.

About the Presenter: Beth Kanter is the author of Beth’s Blog: How Nonprofits Can Use Social Media, one of the longest running and most popular blogs for nonprofits. Beth has over 30 years working in the nonprofit sector in technology, training, capacity building, evaluation, fundraising, and marketing.

The Happy Healthy Nonprofit, a book Beth co-authored with Aliza Sherman, was published in 2016. Beth’s first book was The Networked Nonprofit, co-authored with Allison Fine, which introduced the nonprofit field to a new way of working in an age of connected networks. Her second book, Measuring the Networked Nonprofit, with co-author KD Paine, was awarded the Terry McAdam Nonprofit Book Award for 2013. All three books have reached #1 on the list of nonprofit books on Amazon and are used in college courses around the world.

She was named by Fast Company Magazine as one of the most influential women in technology and one of Business Week’s “Voices of Innovation for Social Media.” She is a former Visiting Scholar for Social Media and Nonprofits for the David and Lucile Packard Foundation and a former Society of New Communications Research Fellow. She has received extensive awards and honors for her work including being named one of the 100 Most Influential Tech Women on Twitter.



Session One Breakouts: 9:45am – 10:45am

Technology Wellness: Effective Tech Habits for Nonprofits

Beth Kanter — Author, Thought Leader, Master Trainer

Get ready for an interactive session to break your bad tech habits with a personal tech reboot! Learn how to foster and sustain better technology use habits and how to advocate for a healthier workplace. Gain more from technology with fewer intrusions on your work, attention, and wellbeing. Happy Healthy Nonprofit author and Master Trainer Beth Kanter will help you assess the good, bad and ugly changes rapid technology adoption has caused and how to protect yourself from burnout due to an always online life. 

*This session has an attendance limit and will be repeated at 11am.  


Psychology of the Ask (Part II)

Linda B. Haley — Principal; Let’s Build Hope, LLC 

Successful fundraising can seem like it's all about technique but, in truth, complex relationship-building and management are at the core of what all development professionals need in order to excel. In this session, you will learn about managing your own behavior and fundraising baggage to more effectively lead development efforts. Plus, you will receive practical tools and strategies that help you teach others to embrace their roles in fundraising and inspire a true culture of philanthropy in your staff, volunteers, and donors. You will walk away feeling challenged and ready to go! 

About the Presenter: Since 1995, Linda Haley, CFRE, has worked as a development officer and consultant, raising more than $100 million for religious, social services, educational, and healthcare organizations. Linda is the founder of Let’s Build Hope, which supports nonprofit organizations through teaching, coaching, and mentoring development teams, senior staff, and board members. She also offers a weeklong Annual Fund Training Camp to educate fundraisers and volunteers about the intricacies of successful fund development and the need for a true culture of philanthropy. Linda speaks both locally and nationally about fund development and is a vocal advocate for nonprofits who seek to change the fabric of the communities they serve.


Putting Your Annual Campaigns on the Couch: An Annual Campaign Analysis

Pat Knoerle-Jordan — Nonprofit Practice Leader; Experience on Demand  

Steve Finkelstein — Senior Partner and Co-Founder; Experience on Demand  

Learn how to dissect your three- to five-year annual campaign revenue streams by putting them "on the couch" and using key analytics to evaluate your fundraising planning and decision-making. Participants will be guided through this dynamic assessment process, which was developed collaboratively by AFP, BBB Wise Giving Alliance, BoardSource, and Guide Star.  Discover how to engage your development team in the use of analytics while inviting your organization’s senior staff, development committee, and board to learn from your summary findings and their implications. Session participants will be provided an “on the couch” tool for their individual use.   

About the Presenters: Pat Knoerle-Jordan worked for over 30 years as CEO, Executive Director, and National Campaign Director for organizations such as the National Multiple Sclerosis Society and the MS Center of St. Louis. She now consults with nonprofit organizations on their strategic planning, board and staff leadership development, succession planning, market research, and annual campaign analysis and planning. Pat is an active volunteer for Marian Middle School, which reverses poverty through education of middle school girls, and also volunteers with BBB Charitable Info Services.

Steve Finkelstein is an accomplished business coach, author, facilitator, speaker, and nonprofit consultant, with special expertise in strategic planning and business execution. He was previously a consulting partner with Deloitte and Grant Thornton, and a senior manager with Dun & Bradstreet Software after 20 plus years in management positions with Monsanto. Experience on Demand was a 2016 Better Business Bureau Torch Award Winner, and, in 2017, Steve was selected as one of “100 St. Louisans You Should Know to Succeed in Business.”


Surviving a Crisis: Crisis Communication for Your Nonprofit

Jarel Loveless — Associate Director of Development for the College of Business Administration; University of Missouri-St. Louis

Valerie Rudy-Valli — Director of Development; Contemporary Art Museum

Perry Drake, PhD - Director of Business Collaboration and Assistant Teaching Professor of Digital and Social Media Marketing: University of Missouri - St. Louis 

Patricia Crowe - Director of Marketing and Communications; Saint Louis Art Museum (Moderator)

While you hope to never encounter a crisis at your nonprofit, controversial events are sometimes out of your control. Hear from our panelists as they discuss recent crises in the St. Louis nonprofit community and the ethical issues surrounding them. Learning how to create a communication plan that will allow you to effectively and ethically communicate with staff, donors, community members, and the media. Learn how to create a crisis communication plan that will allow you to effectively communicate with staff, donors, community members, and the media. You will leave with tools to implement your plan, and have confidence that your organization is prepared for anything that could come its way.  
About the Presenters: Jarel Loveless is the Associate Director of Development for the College of Business Administration at the University of Missouri-St. Louis. He previously served as the Institutional Giving Officer at the Saint Louis Art Museum and the Director of Annual Giving and Affinity Groups at the Saint Louis Science Center. Prior to his nonprofit career, Jarel worked as a reporter at the Fayetteville (N.C.) Observer. 

Dr. Perry D. Drake is the Director of Business Collaboration and Assistant Teaching Professor of Digital and Social Media Marketing for the College of Business Administration at the University of Missouri - St. Louis. He is currently responsible for the creation and instruction of the digital and social media marketing courses and programs at the undergradute and graduate levels in addition to noncredit curriculums and certifications.

Valerie Rudy-Valli is the Director of Development at the Contemporary Art Museum. Prior to joining CAM, she served as the Individual Giving Officer at the Saint Louis Art Museum, where she managed the leadership giving program.  

Patricia (Pat) Crowe directs the planning and execution of all digital and traditional marketing, strategic communications and public relations for the Saint Louis Art Museum. Previous positions include executive marketing manager for Elsevier and director roles at St. Louis Community College and Southwestern Illinois College. Pat is a graduate of the Leadership St. Louis® program and holds a Master of Arts degree in Media Communications from Webster University in St. Louis. 


Printing and Mailing Are Important, So Let’s Do Them Better

John Fortner — Account Representative; Bender Incorporated

Among the variety of methods for engaging donors, traditional marketing through direct mail is still a hugely effective tool. Simply put, direct mail — brochures, pamphlets, and handouts — gets you donors.  And while direct mail is critical to your fundraising program, it can take a bite out of your budget. Explore how to improve the overall quality of your direct mail, find ways to save money, and even improve the way you order and manage your printing. 

About the Presenter: John Fortner has over 26 years of experience in printing and direct mail production, most recently with Bender Incorporated, a full service commercial printer in Fenton, MO. John has served as an account manager for most of his career, and has also held positions as a production coordinator and production manager. Currently, he serves on the board of the American Marketing Association — St. Louis as the organization’s sponsorship chairman. 


Session Two Breakouts 11am–noon

Technology Wellness: Effective Tech Habits for Nonprofits

Beth Kanter — Author, Thought Leader, Master Trainer

Get ready for an interactive session to break your bad tech habits with a personal tech reboot! Learn how to foster and sustain better technology use habits and how to advocate for a healthier workplace. Gain more from technology with fewer intrusions on your work, attention, and wellbeing. Happy Healthy Nonprofit author and Master Trainer Beth Kanter will help you assess the good, bad and ugly changes rapid technology adoption has caused and how to protect yourself from burnout due to an always online life.   

*This is a repeat of the 9:45am session.


Nonpartisan Advocacy: Advancing Your Mission in the New Era

Ryan Barker, MSW, MPPA — Vice President of Health Policy; Missouri Foundation for Health

Tamitha Walker McKinnis — Vice President, Programs; Deaconess Foundation

Faith Sandler — Executive Director; The Scholarship Foundation of St. Louis

Public policy interacts with nonprofit missions from the arts to health care to higher education to the environment, as well as in tax policies that affect charitable giving. Advocacy by nonprofits is not new, but it is becoming more prevalent in the current unsettled political environment. Join us for a panel from the local nonprofit and foundation arenas to explore the nature of nonprofit advocacy and your role in educating policy makers about your mission and constituents.

About the Presenters: Ryan Barker joined Missouri Foundation for Health in 2002. As vice president since 2013, he is responsible for coordinating and providing leadership on the direction and content of the Health Policy area. At MFH, Barker has developed expertise on Missouri’s Medicaid program, health equity, federal health reform issues, and policy options to provide health coverage for the uninsured. He is an adjunct professor at Washington University’s Brown School of Social Work-Institute of Public Health and at St. Louis University’s Aquinas Institute for Theology. 

Tamitha Walker McKinnis joined Deaconess Foundation as Vice President of Programs in January 2017. Tamitha leads the community investment strategy of the Foundation, implementing and evaluating the foundation’s community capacity building, grant making, policy and advocacy programs. Prior to joining Deaconess, Tamitha served as a consultant providing evaluation and capacity building support for nonprofits and postsecondary institutions. She has served on the boards of Emerging Practitioners in Philanthropy, Grantmakers for Income Security Taskforce, Detroit Central City Community Mental Health, Inc. and the HHS Self-Sufficiency Research Clearinghouse.

For the past 25 years, Faith Sandler has been Executive Director of The Scholarship Foundation of St. Louis, a regional foundation that provides access to postsecondary education to members of our community who otherwise would not have the financial means to fulfill their educational goals. From 2009 to 2015 she co-chaired St. Louis Graduates, a coalition of nonprofits, higher education representatives, K-12 educators, and corporate and foundation funders working to increase the proportion of the population with post-secondary degrees.


Non-Cash Gifts: Help Your Donors Help You

Adam Eggemeyer, MBA, CFRE — Associate Director of Gift Planning; The Nature Conservancy

In today’s changing fundraising landscape, development officers must become more sophisticated in working with donors who give non-cash and estate gifts. In many cases, we assume our donors are already informed about the variety of options available to them (they aren’t), and, as fundraisers, we are all too happy to continue to accept cash gifts because we feel uncomfortable asking our donors about their assets. This session will make the case for helping your donors increase their impact through non-cash, estate, and blended gifts. We will explore the statistics, scenarios, strategies, and ideas that will help you develop non-cash gifts as part of your fundraising mix and help your donors achieve higher levels of support for your cause.

About the Presenter: Adam Eggemeyer, MBA, CFRE, works with donors and fundraisers collaboratively on non-cash and blended gifts and strategy. He started his career in financial services, securing his investment and insurance licenses, before transitioning into nonprofit development work over a decade ago. Prior to joining The Nature Conservancy, Adam served as Lutheran Hour Ministries as both the Associate Driector; Planned Giving and Real Estate and as Exectuive Vice President of The Lutheran Hour Ministry Foundation. He serves on the board of trustees for the Saint Louis Planned Giving Council and the Monroe County History Museum in Waterloo, IL.


It’s All About the Bus

Patricia Rich — Founding Partner; EMD Consulting Group

We’ve all heard about getting the right people on the bus, getting the wrong people off the bus, and getting the right people in the right seats. But how does your organization ensure that it is hiring the right people for your bus? And if you are looking for a new position, how do you make sure that you’ve found the right bus? This session will cover the questions to ask when you’re seeking a new position or organization, how to answer them, how to assess an organization, and the tools that are available to help you find the right bus at the right time.  

About the Presenter: Patricia Rich, ACFRE, is a founding partner of EMD Consulting Group, where she consults internationally on fundraising, planning, executive search, membership, and nonprofit management issues. She is the former president of the Arts and Education Council and worked as director of planning and development at the Missouri Botanical Garden. She has served on the boards of the Craft Alliance and the Organization for Tropical Studies, and is the founding president of the Women’s Foundation of Greater Saint Louis. She currently serves on the National Research Council for the Association of Fundraising Professionals. She is the author of Membership Marketing in the Digital Age.


Capital Campaigns: Get Ready for Success

Ellen Howe — Managing Director; The Rome Group 

Robin Kraujalis — Consultant; The Rome Group 

Yvette LeGear Hartsfield — Managing Director; Missouri Historical Society

Anne-Marie Thurman — Campaign Manager; Missouri Historical Society

Capital campaigns can be a vehicle for nonprofits to raise millions of dollars, increase their impact, and elevate their profile in the community. While a successful capital campaign can help move your organization forward, an unsuccessful effort can be devastating. So, how do you know when you’re ready? And how do you ensure your success? With practical advice from Missouri History Museum development staff, we will discuss factors that indicate an organization’s readiness to conduct a campaign. We will walk through campaign preparation — from strategic planning to feasibility study to “going public” — to help you understand the process and provide you with self-assessment tools and strategies to set the stage for success.   

About the Presenters: Ellen Howe, CFRE, has over 20 years of experience working in the nonprofit sector. Prior to joining the Rome Group nine years ago, she served as the senior vice president of association advancement for the YMCA of Greater St. Louis, where she led a capital campaign to raised $20 million. She is a member of the board of directors of AFP St. Louis.

Robin Kraujalis, CFRE, has over 15 years of experience as a fundraising consultant and joined the Rome Group in 2015. Her current and previous clients include the Saint Louis Zoo, Eliot Chapel, the Bach Society of St. Louis, Beyond Housing, and Provident. She previously served as director of major gifts and assistant director of development for the Saint Louis Zoo and worked as a grant professional at Barnes-Jewish Hospital.

Yvette LeGear Hartsfield, CAP, CFRE, is the managing director of development for the Missouri History Museum. She serves on the board of AFP St. Louis and is a co-founder of Launch St. Louis, a nonprofit organization that seeks to ignite young leaders for a stronger charitable community. She most recently served as chief development officer and executive director for St. Andrew’s Charitable Foundation and vice president of development for Lutheran Family Children Services.

Anne-Marie Thurman is the campaign manager at the Missouri History Museum. Anne-Marie has been with the Museum for 14 years. Prior to joining the development team, Anne-Marie worked as Assistant to the President. In this role, Anne-Marie regularly interacted with board members and donors.

Lunch Plenary Session: 12:15pm – 1:45pm

S_LangeThe Future Isn't What It Used to Be

Scott Lange — Executive Partner and CEO; Jerold Panas, Linzy, & Partners

In this session, Scott will review the most recent Giving USA results and trends related to philanthropy and couple that with a discussion of venture philanthropy, impact investing, and the increasing role technology plays in messaging, engaging and giving.

As philanthropy continues to increase, what was state of the art is now old school, what was cutting edge for early adaptors quickly becomes standard practice and innovations are continual. So these are exciting times to be involved in the philanthropic arena. Successful professionals will be those among us who listen, plan, adapt, execute and re-invent in a continual cycle. Simultaneously to be effective, we fundraising professionals must be committed to mission and vision of the organizations we represent and the people and clients they serve.

This conversation is designed to keep us awake after lunch. Scott’s presentation will combine statistics and anecdotes that reinforce the message.

About the Presenter: Scott Lange is CEO and Executive Partner of Jerold Panas, Linzy, and Partners. He has over 30 years of leadership experience as a front line gift officer, chief development officer, software entrepreneur, and consultant. His experience traverses higher education, healthcare, policy, international NGOs, and technology sectors. He specializes in breaking down the complex results of analytics into effective tactical plans that advance an organization’s mission.

A few of his many accomplishments are the creation of the major gift program at the Cleveland Clinic, the solicitation of the first two endowed chairs at the University of Missouri-Columbia, campaign preparation and counsel for the nation’s first public-private partnership to build a charity hospital for the Parkland Foundation (Dallas, Texas), and designing a commercially successful prospect management system (CRM). 

Most recently, Scott served as Vice President Analytics at Grenzebach Glier + Associates. Previously he held positions of Director of Philanthropy and Campaigns for the National Review Institute, Vice President of Philanthropy Services with MedStar Health, Chief Development Officer for World Hope International, Senior Consultant at Marts & Lundy and Vice President of sales at Marts & Lundy’s ES Solutions.



Session Three Breakouts: 2pm — 3pm

Aim High — The Art of Asking

Scott Lange — Executive Partner and CEO; Jerold Panas, Linzy, & Partners

In this presentation, Scott will explain how to prepare the right call on the right prospects...for the right amount...and in the right way. And he explains how the C.I.N.C.H. process moves the session from the first moment of uneasiness to the gift. There will be discussion on how to determine the right amount to ask for and identify the factors that go into a major gift. There's plenty of group participation throughout. This session is a lively step-by-step compendium of how to take the fear out of asking and it will help you crack your volunteers. 

*This session has an attendance limit and will be repeated at 3:15pm.


Navigating the Wild World of Social Media: How to Create a Program that Removes Fear and Gives Your Nonprofit the Power to Grow, Change, and Succeed

Maryanne Dersch — Strategist; 501creative, inc.  

Social media is scary because it erases hierarchy and gives everyone power. Instead of looking at that with fear, we can adapt a culture of openness and sharing that can move our missions forward. How to you move from fear to acceptance? This workshop will explore what it takes to participate with confidence. Social media is not going away and the risk of being overlooked is a lot higher than the risk of building the communities of support your organization needs. Participants will learn about creating consistency in messaging across platforms, what, when and who should post, developing a social media plan and policy, and measuring results. We will also look at case studies of nonprofits that are tops at navigating social media. 

About the Presenter: Maryanne Dersch has spent more than 25 years working in the nonprofit world, the last 13 at 501creative, where she helps clients reach their communication and branding goals. Previously, Maryanne was a consultant at Vector Communications and the public relations officer for the City of University City.  Maryanne is currently writing her first book,  Courageous Communication: Why Codependence Is Making Your Nonprofit Brand Boring and What to Do About It, due out in January 2018. She will be teaching nonprofit marketing at Washington University in the spring of 2018.


You’ve Got the Gift. Now What?

Faith Maddy — Vice President; Development and Campaigns; Forest Park Forever 

Today's donors expect a truly personal relationship with your nonprofit.  Donor relations is the comprehensive effort of a nonprofit to ensure that donors experience high-quality interactions with the organization that foster long-term engagement and investment.  In this session, we will explore the closely related concepts yet distinct differences of donor relations, cultivation, retention, and stewardship.  This interactive session will explore best practices and case studies so that participants will walk away with an enhanced understanding of the role that strategic donor relations plays in developing productive, ongoing relationships with donors of every type and at all levels. 

About the Presenter: Faith Maddy has 27 years of development experience at higher education and cultural institutions. She currently is Vice President, Development & Campaigns at Forest Park Forever, overseeing the organization’s $130M capital campaign. Previously, she served as Vice President of Alumni and Development Programs at Webster University and as Vice President of Development for the Saint Louis Symphony. Other experience includes development positions at Butler University, the Center for Plant Conservation, and Washington University. In 2010, she was recognized as the Outstanding Fundraising Professional by AFP St. Louis.  


Your Two Questions: Connecting "The Why" for Donors and for Yourself

Dan Parris — Founder; Speak Up Productions

As Aristotle noted, "Where your talents and the needs of the world cross, therein lies your vocation." This remains true today, as we look for purpose in our work and our donors look for purpose in where they choose to give. Join filmmaker and TEDx speaker Dan Parris as he shows you how to apply this maxim to making an impact in your community. He will also present the "The Five Stages of Activist Grief" to help you get unstuck, find motivation and direction, and learn from the powerful stories of others who found their true vocation. This interactive session will invite you to engage with other attendees to help you find answers to “Your Two Questions.”

About the Presenter: Dan Parris is an award-winning filmmaker and the founder of Speak Up Productions, a St Louis-based film production company specializing in nonprofit video. Clients include Parents as Teachers, The Salvation Army, STL Youth Jobs, The Scholarship Foundation of St. Louis, Missouri Baptist Healthcare Foundation, and Deaconess Foundation. Dan has directed the feature-length documentaries Show Me Democracy and What Matters?, and he co-founded Continuity, a nonprofit organization devoted to expanding diversity in media production. 


Donor Advised Funds: Don’t Forget to Ask

Bobby Sanderson — Director of Major Gifts and Campaigns; Saint Louis Art Museum

Christine G. Burghoff, JD - Director of Giving Strategies; St. Louis Community Foundation

Matt Perlow, JD - Attorney; Husch Blackwell

Donor Advised Funds (DAFs) have continued to grow as a major source of giving since the 1990s. Considering that DAFs are now the preferred choice of giving vehicle among a broad base of donors, and that the financial industry has experienced a sustained growth in the number of new DAFs and individual DAF accounts, nonprofits and philanthropic advisors must work together to assure their investors and patrons are stewarded correctly. Join leading peers from diverse institutions, community foundations, and legal professionals for a conversation about preserving and strengthening important relationships to assure win-win results for all.

About the Presenter: As Director of Campaigns and Major Gifts at the Saint Louis Art Museum, Bobby Sanderson is responsible for establishing and expanding individual giving programs, growing the Museum's giving base, major gifts, annual fund and endowment programs while celebrating and stewarding those donors who supported the Museum's recent $160 million-plus campaign. He is an advocate for cultivating strong board leadership and its critical role in fundraising.

Christine Burghoff, JD joined the St. Louis Community Foundation in 2010 and directs and manages the Gift Planning Program. Her primary focus is cultivating relationships that help individuals and families establish current and deferred philanthropic funds, legacy gifts and charitable giving strategic plans. She brings with her more than 30 years of legal and nonprofit development experience including positions with Mercantile Trust Co., Centerre Trust, A.G. Edwards and Suelthuas, Kaplan. She previously served as Director of Planned Giving at Saint Louis University and Director of Advancement at St. Francis Borgia High School.

Specializing in estate and gift tax planning; Matt Perlow practices within the Financial Services industry team at Husch Blackwell.  He assists clients in the formation, compliance and administration of tax-exempt organizations.  His strategic advice guides the following: estate and succession planning for family businesses; probate and trust administration; charitable planning; and income taxation of trusts and estates. 



Session Four Breakouts: 3:15 – 4:15pm 

Aim High – The Art of Asking

Scott Lange — Executive Partner and CEO; Jerold Panas, Linzy, & Partners

In this presentation, Scott will explain how to prepare the right call on the right prospects...for the right amount...and in the right way. And he explains how the C.I.N.C.H. process moves the session from the first moment of uneasiness to the gift. There will be discussion on how to determine the right amount to ask for and identify the factors that go into a major gift. There's plenty of group participation throughout. This session is a lively step-by-step compendium of how to take the fear out of asking (not that you have that problem!) and it will help you crack your volunteers.

*This is a repeat of the 2:00pm session.


Understanding Your Donor: Engaging the Right People with the Right Message

Nathan Sprehe — Partner; Almanac

Angie Winschel — Partner; Almanac

Is your organization’s brand and communication strategy helping or hurting your fundraising efforts? Look no further than your donors and their perceptions of your organization and the work that it does. We’ll discuss strategies to uncover and understand your donors’ wants and needs, and translate those into communications that connect with them and achieve the results you want.

About the Presenters: Nathan Sprehe is co-founder and creative director of Almanac, where he leads the agency’s creative team. He has produced award-winning design and branding work for both nonprofit and for-profit organizations. Prior to forming Almanac in 2009, Nate served as creative director for Project 13, a design and branding consultancy. Nate is the AIGA St. Louis board chair for the Design for Good initiative. 

Angie Winschel is a co-founder of Almanac and has more than 20 years of experience as a proven communications professional. Prior to forming Almanac in 2009, Angie was principal at Fresh Ink Marketing and also served as vice president of marketing and membership for the YMCA of Greater St. Louis. She has also held positions in the education and financial services industries.


An Introduction to Donor Data Segmentation

Steven Shattuck — Chief Engagement Officer; Bloomerang

You can’t craft a compelling message or story if you don’t know whom you’re talking to. Effective storytelling starts with matching your message to your audience. When we don’t segment our messaging, we set ourselves up for failure. In this session, we will share our favorite strategies for segmenting your donors and other constituents in your database. You will also learn how to get off the donor acquisition treadmill, how to improve your donor retention rates, and the best and easiest ways to segment donors — ways that have the potential to turn casual donors into major donors. 

About the Presenter: Steven Shattuck leads Bloomerang’s sales, marketing, and customer advocacy teams, and he curates the company’s blog, administers its weekly educational webinar series, and hosts Bloomerang TV. Steven got his start producing fundraising videos and other digital content for Butler University, the Archdiocese of Indianapolis, the Domestic Violence Network, the Adoption Support Center, and the American Heart Association, among other nonprofit organizations. In 2015, he co-founded Launch Cause, a nonprofit organization dedicated to helping emerging nonprofits in the Indianapolis area enhance the impact of their work. 


Developing Funder-Ready Programs: A Toolkit for Seeking Grant Support

Presented in partnership with the Grant Professionals Association- St. Louis Regional Chapter

Lea Thomas, CFRE, GPC — Association Director of Corporate & Foundation Relations; Gateway Region YMCA

Kate Diouf — Association Director of Quality and Impact; Gateway Region YMCA

How do you take a great program idea and turn it into something that you can present to a funder? Learn about the qualities and characteristics of programs that are funder-ready, as well as the techniques for identifying whether your programs are ready for institutional support. We will also explore the necessary elements of a corporate or foundation proposal and demonstrate key areas that will make your program stand out in a competitive funding landscape. You will come away with an understanding of how to demonstrate need for your programs; develop logic models and use them in your grant applications; understand program sustainability; create and communicate program budgets; and learn the importance of outcomes and evaluation strategies. 

About the Presenters: Lea Thomas, CFRE, GPC, has secured over $25 million in foundation and corporate gifts over the course of her career. She has worked in a variety of settings, including nonprofit organizations, universities, private foundations, and consulting firms, which have provided her with a wealth of knowledge and perspective about fundraising and grant writing.

Kate Diouf oversees the Gateway Region YMCA Association’s United Way reporting and employee campaign, as well as all program quality and continuous improvement efforts. She has created tools and provides evaluation for all core YMCA programs. Previously, Kate served as an evaluation consultant to more than 50 area nonprofit organizations. She has also taught the Evaluation of Programs course for the Brown School of Social Work at Washington University and is a published author of three journal articles.



Small Group Discussions Breakouts


Be a part of facilitated small group discussions that will help you connect with other fundraising and non-profit professionals who can spark ideas and help you navigate the new era. Share what’s working, brainstorm ideas, or ask for help. 


Topics of Discussion

Campaign Analysis - Pat Knoerle-Jordan (moderator)

Diversity and Inclusion - Jarel Loveless (moderator)

Executive Leadership and Staff Management - Faith Maddy (moderator)

Young Professionals - Jake O'Neal