2023 Summit Session H Details

Breakout 1H: The Creative use of Forms, QR Codes, Gamification, and Motivational Methods to Gather Data and Encourage Constituent Interaction | Salon C-3, LL

What motivates your constituents to open your messages and interact?  Do you have a website presence that keeps your alums engaged?  Does your giving page provide competitive fun?  This session will look at what your peers are doing and how they are using gamification to get their constituent's attention.  We will explore QR codes and forms tools and show how they can be easily deployed at your organization. Gather important perspectives from an innovative CIO who has been involved, engaged and has guided some of the most innovative organizations.  Consider the pursuit of a frictionless experience which can be designed and established when making use of forms, QR codes and other data gathering techniques.  Review real personalization technology choices. This topic will be of interest to those seeking to initiate a better journey on the use of forms and QR codes as well as be reinforcing to those who may already have a mature environment in place.

Sabre Leek

Jason Long began working in Advancement at his alma mater, Western Michigan University, in 2011 and oversaw alumni communications, advancement services, gift processing, and web user experience as the Associate VP of Advancement Operations. He led the WMU Advancement transition from legacy data systems to Salesforce in 2018 with attention to improving processes, maximizing return on investment, and minimizing change management needs. As a certified Salesforce Administrator, Jason has experience in leveraging the CRM platform to increase donor participation through collaboration and personalized user experience for online giving, event registration, community development, and marketing outreach. Jason is committed to process improvement and data automations that allow advancement professionals to focus on productivity rather than managing tasks.

Breakout 2H: The Future of Fundraising is Here - Data & Tech Innovation Deciphered |  Salon C-4, LL

Data and Tech innovation is radically impacting philanthropy.  Evolutions in the last decade alone have profoundly advanced fundraising teams faster than many could imagine.  It can be overwhelming at times to decipher all the buzzwords, such as big data, artificial intelligence, engagement journeys, hyper-personalization, and digital customization. This session will simplify it all for you and help give you a pathway forward. You will be brought to the forefront of data and tech developments for philanthropy by taking you on a journey on how the space has evolved, where it is going in the future, and why you cannot afford to be left behind.

Jenny Kleintop gravitated toward philanthropy as a career as she saw the difference it makes in the lives of others, including her own. She has the unique ability to not only excel on the technical side, but also excel at connecting with and helping leaders and frontline fundraisers. She built out data, prospecting, and operations at Abington – Jefferson Health and Fox Chase Cancer Center. She saw how these three areas made a positive difference in driving fundraising efforts forward. With a desire to do this for many more organizations, she went into consulting. She has always had an eye on innovation and in consulting, she was able to expand philanthropy efforts through creating innovative solutions. Wanting to do more for small to mid-sized nonprofit organizations, Jenny founded PhilanthropyOps. Jenny has provided support to more than 100 organizations and trained thousands of individuals across all fundraising areas on data, prospecting, and operations.

Breakout 3H: How Do We Lead on Data Equity? |  Salon C-5, LL

Big Data has become a ubiquitous and somewhat meaningless term over time but has played a role in making all of us continue to think about the amount and types of data we collect. As society continues to work on building just, fair, and equitable systems our sector also continues to strive toward creating practices grounded in equity. In this panel discussion we are going to explore ideas on; What do we mean when we say data equity? What obstacles and roadblocks exist within organizations to reach data equity? Are there common pitfalls across the sector? What's holding the higher education sector back from building and sharing data equity practices and systems besides staff and budget? How can we be good stewards of data, representing our communities in data? Where does the work of data governance and ethics belong in an organizational structure? How do we share best practices as an industry and how can we build community standard?

Robyn Doughty is the Director of Data Quality and Management at University of California Berkeley. With 20 years of experience in public higher education, Robyn possesses a deep understanding of the issues and challenges unique to the field. The past 19 years she has focused her career in Advancement, making her well-versed in the business needs of university stakeholders and the data, systems, and processes that are critical to a successful fundraising enterprise. This knowledge translates to breaking down silos between teams, extensive campus outreach to obtain, integrate, and steward data, and implementation of process and system improvements in all areas of the organization. Using a “start-up” approach to solving business, organizational, and technical issues, Robyn is adept at developing strong, cross-functional teams, strategies, and services. Past successes include database conversions, business process improvements, instituting collaborative data management, and training programs that encompass the entirety of the Advancement organization.

Stephan Byrd-Krueger’s journey to professional nirvana began with his passion for the arts as a sculptural welder, developed through his university training in policy analysis and years of experience in grassroots education and advocacy among think tanks, then blossomed as he took his love of elegant design and organizational excellence into the private sector as a digital marketing consultant. This blend of creative process, recognition of the human element of organizational success, and love of the technical discipline defines his working style. Stefan is a data evangelist, specialized in analytics and the uniquely complex needs of the non-profit sector. His career has centered around the use of technology in communications portfolios, including experience in programming, design, and digital strategy. He has played the role of client as well as the role of consultant, and works to close the gap between the two.

Tony Kopetchny’s focus and expertise are in governance, change management and brand strategy. In addition to deep experience as an outside consultant, he has years of experience working in-house at large policy organizations such as the Pew Charitable Trusts, the Center for Global Development and the US Institute of Peace. Tony has been practicing change management consulting for years inside and out and has developed a keen understanding of how to manage multiple stakeholder groups and convert debate into action. Tony provides high-level direction and leadership on our client engagements. He has built and run large scale digital strategies and websites for organizations such as FEMA, DHS, the Open Societies Foundation, Brookings, The Pew Charitable Trusts, the Woodrow Wilson Center and the Associated Press. As the CEO and co-founder of ParsonsTKO he focuses on company positioning, marketing and working to ensure our staff are supported in their efforts and growth and that our clients gain value from all interactions with ParsonsTKO.

Breakout 4H: Privacy First: Anticipating Future Legislation and the Impact on Your Operations | Salon C-1, LL

The patchwork of US privacy law is ever-changing and it’s inevitable that all nonprofits will be impacted in some way. Although we cannot know what the future holds and when, we can learn from commonalities between enacted and proposed legislation, and predict the challenges that we may face. This presentation looks at what privacy laws have in common and suggests how you can adapt your operations to achieve compliance. I'll share lessons learned and talking points you can take back to your organization to help start internal discussions. I’ll also emphasize why early, thoughtful planning for this kind of legislation will serve you well, and encourage collaboration to help even the smallest organizations be prepared. This is a companion session to the panel discussion 3C on Wednesday.

Amy Daultrey Krishnaswamy is an independent consultant from the UK who helps clients resolve challenging problems with their donor databases and processes. She’s been following evolving data privacy law in the US and in 2022 created a white paper and case study that grew out of discussions with colleagues. Having seen the impact of privacy law on charities in the UK Amy is on a mission to wave red flags and help US organizations get out in front of what’s in the pipeline. Amy has been in the charity sector for over two decades, first in alumni relations and fundraising before switching to database consultancy in California in 2008 where she spent a busy 5 years working with a huge range of clients. Today she works with organizations across the US and UK. She lives in the rolling hills of southern England with her well-travelled rescue cat from Oakland, CA.

Breakout 5H: Recalibrating: Prioritizing Fundraising During a Multi-Year Enterprise Data Modernization Plan | Salon C-6, LL

Chautauqua Institution, a nationally recognized arts & cultural destination, is currently in year 3 of a multi-year technology mobilization plan (2020“ 2025). From plan conception to failed systems, to patron experience, gain perspective on the changing landscape of technology at an organizational level. This session will highlight lessons learned mid-way through the implementation of an enterprise resource planning (ERP) system, a customer relationship management (CRM) system, a ticketing technology solution, and their effects on philanthropic operations. How have we kept fundraising and a capital campaign at the forefront through this organization-wide change? What impact has this change had on our patrons and donors?

Nicole Szydlo is the Director of Advancement Services at Chautauqua Institution, a nationally recognized arts & cultural destination located in Western New York. A dedicated life-long learner and passionate champion of the fine & performing arts, she blends her technological expertise to support mission aligned goals in the arts, education, religion and recreation programming at Chautauqua. She holds a BA in Arts Administration & Public Relations from the State University of New York College at Fredonia, an AAS in Computer Science from Jamestown Community College, and an MS in Service Leadership and Innovation from Rochester Institute of Technology. When not embedded in a database, she spends her time supporting the artistic and athletic endeavors of her two teenage sons and can often be found cheering in the stands of a youth hockey game.

Dariel Dixon has been using Blackbaud Raisers' Edge for over 10 years and is very active in the Blackbaud Community.  Dariel has several Blackbaud certifications and has a B.S. in Computer Science from Winston-Salem State University and a MPA from Savannah State University.  Dariel is a member of a variety of organizations, such as AASP and APRA, and has been a member of ADRP and CASE in the past.

Breakout 6H: Turn Your Data Into Dollars: Identify Major Gift Prospects with Speed & Accuracy Using the Key Markers of Philanthropy | Salon C-2, LL

Did you know that studies have found, on average, over 88% of all funds come from only 12% of donors? A strategic major giving program is one of the most effective ways to advance your mission. That's why we're diving into the key elements and data indicators that are sure to grow your major gift portfolio. Join DonorSearch as we dive into best practices to expand your major giving program to the other 88% of your donor database and beyond.