Donor Experience Week 2021Sept 27 – Oct 1, 2021

Speaker Schedule

We’ve got an amazing lineup of speakers ready to share proven donor stewardship strategies with you so you can kick off your year-end fundraising the right way — you won’t want to miss a beat. Choose which sessions you can’t miss and make sure you register for Lunch and Learn prizes.

P.S. Don’t forget to add Donor Experience Week to your calendar!

Take advantage of all Donor Experience Week has to offer

Add Donor Experience Week 2021 to Your Calendar

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Lunch and Learns

There are five lunch and learns over four days. These sessions are brought to you by our sponsors: Windfall, KIT, Trellis, Grant Connect, and Keela. Each session includes a grand prize giveaway!

Register for each individual lunch and learn for a chance to win. You must meet the criteria as well as attend the session to be eligible. Good luck!


Meico Whitlock
Founder & CEO, Mindful Techie

Sept 27, 28, 29 and Oct 1 2021, 8am PT / 11am ET

Keela Morning Mindfulness

Whether you’re new to mindfulness and meditation, a skeptic, a lifelong practitioner, or somewhere in between, join us for an informal guided meditation session and discussion.

We’ll take some time to meditate and chill. We’ll also engage in a discussion about how mindfulness can be a powerful tool to combat the stressors of living in a hyperconnected world and find the right balance between our work and personal lives.

September 27: 45-minute Mindfulness session – Live
September 28: 15-minute body scan – Pre-Recorded
September 29: 15-minute compassion practice – Pre-Recorded
September 30: No Session
October 1: 45-minute Mindfulness session – Live

Monday, September 27, 2021

Meico Whitlock
Founder & CEO, Mindful Techie

9am PT / 12pm ET

7 Apps and Strategies for Creating a Mindful and Healthy Hybrid Workplace

Just as you’ve gotten the hang of working from home in your pajamas, things are starting to open up again. But whether you’re working remotely, in the office, or a little of both, you’re probably more stressed out than ever by our increasing reliance on all things digital to stay connected and be productive in today’s remote-first world. Yet it doesn’t have to be this way. While technology can disrupt our work and life, when used intentionally, it can also help us be healthier, more mindful, and more productive. 

Full participation in this webinar is eligible for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

About the Speaker:
Meico helps changemakers create work-life and tech-life balance so they can do their best work better while living their best lives. He is the founder and CEO of Mindful Techie, author of the Intention Planner, and a certified trauma-informed mindfulness teacher. Through speaking, training, and coaching, he facilitates transformative experiences that foster wellbeing in a hyperconnected and distracted world.

Peter Craigen
Head of Sales, KIT

LUNCH & LEARN – 11am PT / 2pm ET

Using Predictive Analytics to Find Opportunities in Your Data with KIT

KIT is giving away a one-year’s subscription to its entire suite of predictive analytics & reporting tools. This is valued at approximately $7,500. It includes 1 user license, premium support & onboarding, and KIT’s full feature set.

If being more “data-driven” sounds exhausting, this session is for you. Let KIT do all the work and watch as Peter Craigen unveils KIT’s AI-powered predictive analytics.

Imagine knowing in real-time, exactly which fundraising opportunities will yield the highest possible results? In this short session, you will walk away with a new appreciation of what is truly possible with your data.

Peter will walk through how to use KIT to rank, prioritize, & action your fundraising opportunities from Direct Mail, Annual Giving, Major Giving, and everything in between.

*This session will be most valuable for folks already using Raiser’s Edge NXT, Salesforce, or Neon One. 

About the Speaker:
Peter is passionate about happy customers. He keeps a sticky note taped to the top of his computer that says “How can I improve the lives of my customers?” and he truly lives by that mantra. Peter has introduced hundreds of new customers to the platform and uses his years of best practice knowledge to ensure success in every facet of their experience with KIT. Join him to learn how to revolutionize your data journey.

Alex Gladley
Nonprofit Expert, Keela

LUNCH & LEARN – 11am PT / 2pm ET

Best Practises with Keela: Donor-Centered Fundraising

By attending this session, you’re entering for a chance to win a year of Keela Automation for FREE with the purchase of an annual subscription to Keela.

What happens after a donor makes a gift to your nonprofit?

Join Keela Expert, Alex Gladley, as we take a look at how to create long-lasting connections and meaningful relationships with an effective Donor Stewardship plan. Using Keela’s new Automation tool, we’ll show you how to nurture your contacts with an email sequence that keeps donations flowing, create automatic contact segments to make future fundraising a breeze, and automate tedious administrative tasks to let you get back to building those important relationships.

About the Speaker:
Originally hailing from the UK, Alex has also lived in both Australia and New Zealand before settling in Canada. He describes himself as a people’s person that will talk to anyone about anything – try him! If he’s not at home he’s probably out running and will watch almost any sport.

Cindy Wagman
Founder, The Good Partnership

12pm PT / 3pm ET

Making Time For Stewardship

We have all heard that stewardship is critical to fundraising success, but so few people practice what we preach. This session will help you prepare to IMPLEMENT your learnings from the Donor Experience Week. You’ll discover why knowledge is not enough, what is really getting in the way of moving forward and how to turn stewardship into a successful habit that helps you raise more money.

Full participation in this webinar is eligible for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

About the Speaker:
Cindy Wagman is the President and Founder of The Good Partnership, a values-driven, social-justice informed consultancy that is working to unlock the potential of small nonprofits through fundraising. Cindy became a Certified Fundraising Executive in 2009 and received her MBA from the Rotman School at the University of Toronto in 2013. Cindy has presented for AFP (Association of Fundraising Professionals), CanadaHelps, CharityVillage, Bloomerang, Keela, and Fundraising Everywhere. She is the host of The Small Nonprofit podcast, Canada’s #1 podcast for charities and author of Raise It! The Reluctant Fundraiser’s Guide to Raising Money Without Selling Your Soul.

Tuesday, September 28, 2021

Taylor Shanklin
CEO & Founder, Barlele

9am PT / 12pm ET

Brand and Mission: How Clear Branding and Communication Supports your Mission Impact

This session is your step 1-2-3 guide on how to align your brand and your mission for maximum fundraising and donor stewardship impact. In this thought-provoking and step-by-step presentation, Taylor Shanklin – CEO of Barlele – will guide you through a branding journey.

Full participation in this webinar is eligible for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

About the Speaker:
Founder of Barlele, Taylor has been leading brand strategy and marketing teams, and helping organizations scale their marketing strategy for over 14 years. She is a TEDx speaker, podcast host and big believer in focusing on what matters most to your audience in order to achieve lift-off and grow. Taylor will work with you to understand your unique value and translate that into words, imagery and stories that produce positive results.

Rebecca Alfred
Charity Relationship Lead,

LUNCH & LEARN – 11am PT / 2pm ET

The Future of Fundraising Events

Attending this session enters you for a chance to win a $500 Event Fundraiser Kickstarter Package!

This includes a:

– $300 discount off either paid plan on Trellis (or up to $250 off Trellis fees on the Always Free plan with no monthly subscription fees)
– Free 1-hour consultation with a fundraising expert
– “Social responsibility is not a trend” quote on a Trellis crew neck sweater (or t-shirt)
– “Good cause approved” quote on a reusable cloth tote
– “Doing good isn’t a trend” quote on a Trellis notebook

Based on data collected from hundreds of Fundraising Professionals, Industry Experts, Influencers, and Donors, this session will go over key trends, insights, and strategies that you need to know to stay ahead, raise funds and engage your donors moving forward into 2022.

In this session, we’ll unpack what modern charities are doing with their events to move forward, and discover how you can do the same. We’ll share new ideas based on over 200 virtual, hybrid and in-person events to increase fundraising potential and donor engagement, and discuss what it takes to be an organization that is leading the way with online fundraising.

About the Speaker:
Rebecca Alfred, Charity Relationships Lead at Trellis Social Enterprise Inc. supports charities, hospital foundations, non-profits, and other organizations to find new online approaches to raising funds for the causes they care about. Rebecca’s supported hundreds of in-person, virtual, and hybrid events through her time at Trellis. She also holds specialized expertise in creating a seamless donor experience for signature events that allows organizations to raise more funds, engage donors, and save time while they’re doing it.

Harvey McKinnon
President, Harvey McKinnon Associates

12pm PT / 3pm ET

What Donors Want: How to Answer Their Questions so You Can Raise More Money

As you know, many non-profits are struggling today. That’s why there’s never been a more critical time to know precisely how donors think and feel. For when you understand their most important questions, you can give your donors the answers that they crave.

There is nothing more important for your success than to understand these critical questions. And these questions are essential to your annual giving donors as well as your most generous donors. In this interactive webinar, you’ll hear about success stories that will inspire you, and you’ll have an opportunity to ask your own questions, and you’ll get the answers you need to help your cause.

Full participation in this webinar is eligible for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

About the Speaker:
Harvey is recognized as one of North America’s leading fundraising experts. He is the author of five acclaimed books, and is the co-author of the #1 international best-seller The Power of Giving: How Giving Back Enriches Us All. He has developed strategy for, and has been an activist on causes including: anti-apartheid work, AIDS advocacy, anti-gambling expansion, ending violence against women, anti-tobacco activism, environmentalism and anti-poverty efforts among many, many others. Before founding Harvey McKinnon Associates in 1989, Harvey spent ten years with Oxfam Canada. His company raises money for dozens of non-profits in Canada and the USA.

Wednesday, September 29, 2021

Dr. Renee Rubin Ross
Founder, The Ross Collective

9am PT / 12pm ET

Steps to Inclusive Strategic Planning

As the nonprofit sector continues to adapt to hybrid work environments, digital stewardship strategies, and continuing social changes, you may find yourself asking: “What should we do next?”

Join Renee in this interactive session where you’ll explore the building blocks of success for any nonprofit in any environment: Strategic planning. Learn to design and implement your organization’s values, vision, mission and goals through an inclusive approach. You’ll leave with concrete steps you can use, right away, to make shrewd plans that’ll improve your investments, ownership and fundraising.

Full participation in this webinar is eligible for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

About the Speaker:
Dr. Renee Rubin Ross is a recognized leader on board and organizational development and strategy and the founder of The Ross Collective, a consulting firm that designs and leads inclusive, participatory processes for social sector boards and staff. Committed to racial equity in the nonprofit sector, Dr. Ross guides leaders and organizations in strategic plans and governance processes that deepen social change, racial justice, stakeholder engagement, and community strength.

Chaerin Kwon
Outreach & Engagement Coordinator (Bilingual) at Imagine Canada’s Grant Connect

LUNCH & LEARN – 11am PT / 2pm ET

Fundraising with Grant Connect

Register for this session and enter for a chance to win a FREE 1-year Essential Plan subscription to Grant Connect, valued up to $1,699!

Learn about how to fundraise using Grant Connect, Imagine Canada’s fundraising research platform! Join Chaerin Kwon to learn some prospect research best practices and how to effectively use Grant Connect to find funding for your organization from thousands of Canadian foundations, corporations, government grant programs, and more.

*To be eligible to win the free year of Grant Connect, contest entrants must work for a registered Canadian charity or nonprofit organization, and the selected winner can either be a new Grant Connect subscriber or a renewing customer.

About the Speaker:
Chaerin is a non-profit professional who thrives on effective problem-solving through collaboration and connections.

Courtney Gaines
Vice President, NextAfter

12pm PT / 3pm ET

The Response Rate Illusion

Email marketing success is often measured by response rate. But how do you measure response? Is it analyzed by your open rate? Click rate? Donation or conversion rates? We must look beyond this response rate illusion and consider what our donors or prospective donors are experiencing. Email marketing can’t be measured by data metrics alone, but in the relationships we build with those on our file.

About the Speaker:
Courtney Gaines serves as Vice President of NextAfter. Courtney’s extensive non-profit background fuels her desire today to help non-profits recognize the value they add to people’s lives. She’s created marketing strategies for state and national government initiatives in Minnesota and North Dakota and cultivated a new direction for how religious organizations market themselves during her time at a multi-site mega church in Chicago. Courtney loves to help nonprofits innovate and optimize their fundraising and marketing—which led her to NextAfter.

Thursday, September 30, 2021

National Day for Truth and Reconciliation

Keela will be taking this opportunity to learn and reflect and we invite you to do the same.

We hope they will aid in your understanding and reflection of the legacy of residential schools across Turtle Island, also known as North America.

Friday, October 1, 2021

Delphia Ridley
Senior Advisor, Bridge Philanthropic Consulting

9am PT / 12pm ET

The New World Economy – Collaborating and Merging Nonprofits to Secure More Donor Dollars

The session helps nonprofit leaders whose organizations are struggling to continue serving their communities because of the downturn in the economy. It allows them to create and implement strategies for greater service delivery and increase support from a broader range of donors.

Full participation in this webinar is eligible for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

About the Speaker:
Delphia York Ridley is a senior nonprofit consultant with a history of leading fundraising at major nonprofit organizations. Currently, Delphia is the President/CEO of A Delfi Group LLC, a boutique consulting firm specializing in nonprofit board and staff training, developing strategic fundraising plans, and executive coaching. She is on the faculty of Indiana University Lilly Family School of Philanthropy. Delphia is recognized for her ability to achieve results, knowledge of branding and cause marketing, strategic thinking, motivating employees, and building positive relationships with board members and donors.

Dan Stevens
Co-Founder and SVP of Business Development at Windfall

Linda Yuan
Director of Business Development at Windfall

Sean Barrett
Business Development Manager at Windfall

LUNCH & LEARN11am PT / 2pm ET

Windfall: Why is Wealth Data Hard?

Attendees will be entered in for a chance to win 50% off an annual subscription to Windfall as well as a grand prize giveaway of $250!

It is essential for nonprofits to know which donors and prospects have the most potential in order to focus their fundraising strategies, uncover opportunities, and maximize contributions. Unfortunately, it can be very difficult to get a full understanding of a constituent’s wealth profile. Join Windfall as we explain:

– The key challenges to decoding wealth data
– The unique approach Windfall takes to determining a household’s precise net worth
– How Windfall and Keela have partnered to support data-driven fundraising

*This session will be most valuable for organizations with a predominantly US-based donor pool.

About the Sponsor:
Windfall helps you identify, understand, and engage the affluent. We provide you with precise net worth data on affluent US households, allowing you to make informed data-driven decisions.

Lidia Varesco Racoma
Art Director, Marketer, Branding Expert at Lidia Varesco Design

12pm PT / 3pm ET

How Digital Branding Helps Nonprofits Connect with GivingTuesday Donors

Organizations have seen their brand become front and center due to increased digital interactions. And with GivingTuesday on the rise—up 29% in 2020 and current giving patterns pointing to an increase this year—making authentic connections and creating relationships with your donors is now more important than ever.

This session will walk you through the steps to develop donor-focused GivingTuesday branding, from acknowledging and recognizing gifts to cultivating a relationship with donors after the event. We will review the various digital marketing channels and how to create branding that resonates with donors. Attendees will receive worksheets and a list of branding resources.

Full participation in this webinar is eligible for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

About the Speaker:
Lidia is an art director and designer with over 20 years of experience and a passion for marketing. She started Lidia Varesco Design in 2000 as a friendly branding and marketing design studio in Chicago. She empowers organizations to make a change through content-driven branding and marketing. Lidia works with nonprofits, associations, higher education, and social entrepreneurs.

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