Everence Development Conference

The 2023 Everence® Development Conference is your chance to discover new ways to advance your mission-driven fundraising programs! Venture with us, Oct. 3 - 5, 2023, at the Lancaster Marriott at Penn Square in Lancaster, Pennsylvania.

Your Mission. Your Finances.
Overview

Your mission. Your finances.

Expand your nonprofit’s impact and energize your donors’ generosity, at the 2023 Everence Development Conference! Designed for fundraising professionals, executive directors, board members, and other faith-focused nonprofit leaders, this year's conference will offer new insights from engaging speakers, proactive practices, and professional fellowship and conversations.
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Details

The #EverenceDev23 experience

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Lodging and parking

Lancaster Marriott at Penn Square
25 S. Queen St
Lancaster, PA 17603
717-239-1600

Lodging
Check-in: 4 p.m. | Check-out: 12 p.m.
While our conference rate is no longer available, you may book directly with the Marriott at Penn Square.

Parking
Onsite parking rates of $2 per hour or $15 per day.
Electric car charging station available.

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Airport

Harrisburg International Airport
Distance from hotel: 27 miles
Estimated taxi fare: $65.57 (one way)
Estimated Uber/Lyft fare: $57–$76 (one way)

Philadelphia International Airport
Distance from hotel: 71 miles
Estimated taxi fare: $140 (one way)
Estimated Uber/Lyft fare: $130–$264 (one way)

The hotel does not provide shuttle service to/from the airports.
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Attire

Business attire is acceptable for all conference sessions, unless otherwise noted.
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Safety protocols

The health and safety of our members, attendees, staff and partners is of the utmost importance. As people of faith, we are called to live together in community, in service to each other and to God.

Visit our event health and safety page for more about how we’re creating a safe environment for you.
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Social media toolkit

Help us spread the word, with our #EverenceDev23 social media toolkit! Here, you'll find shareable social media graphics, sample social media texts, and more.

Conference schedule

At-a-glance

Whether you call it development, advancement, fundraising or something else, our sessions will provide insights to help you connect with your donors and strengthen your organization's mission and ministry.

Tuesday

Oct. 3, 2023

Pre-conference 

1 – 6 p.m. Registration in lobby  

1 – 2:30 p.m. Pre-conference workshop (pre-registered only)

  • Rachel Swartzendruber Miller

2:30 – 2:45 p.m. Break

2:45 – 4 p.m. Pre-conference workshop (pre-registered only)

  • Dave Warren

Opening night

5:45 p.m. Doors open for opening session

6 – 8:30 p.m. Welcome, dinner and general session

  • Jaime Arroyo 

8:30 – 10 p.m. Dessert reception and networking

Wednesday

Oct. 4, 2023

6:30 – 8 a.m. Breakfast buffet

8 – 9:30 a.m. General session

  • Tammy Zonker

9:30 – 10 a.m. Break

10 – 11:15 a.m. Workshop session A

11:15 a.m. – 1 p.m. Lunch

1 – 2:30 p.m. General session

  • John Cortines

2:30 – 3 p.m. Break

3 – 4:15 p.m. Workshop session B

Open evening 

Thursday

Oct. 5, 2023

6:30 – 8 a.m. Breakfast buffet 

8 – 9:15 a.m. Workshop session C

9:15 – 9:30 a.m. Break

9:30 – 10:45 a.m. Workshop session D

10:45 – 11 a.m. Break 

11 a.m. – 12 p.m. General session

  • Colin Saxton and panel 

12 – 1 p.m. Lunch - boxed

Speakers

Pre-conference and keynote

Rachel Miller Swartzendruber

Rachel Swartzendruber Miller, Ph.D.

Vice President of Advancement
Hesston College

Pre-conference speaker

Since returning to her alma mater over a decade ago, Rachel Swartzendruber Miller, Ph.D., has helped push the Hesston College (Hesston, Kansas) mission forward in creative and exciting ways – including setting new institutional records in fundraising since taking college's advancement helm in 2019. Her passion for leadership development, Mennonite education and faith formation for all ages is honed by her intentional focus on self-awareness and continual curiosity. She is a graduate of Hesston College and Goshen (Indiana) College, has a master's degree in communication from Wichita (Kansas) State University and a Ph.D. in leadership with an emphasis in higher education administration from Andrews University (Berrien Springs, Michigan).
Dave Warren

Dave Warren, CGPA, AIF®

Vice President of Asset Management
Everence

Pre-conference speaker

A passionate non-profit leader, Dave Warren is focused on building vibrant teams that love working together and who seek to make a tangible difference in our world. Dave’s background includes leadership positions in international economic development, higher education and public broadcasting. He earned a master’s degree in clinical psychology, a bachelor’s degree in business administration and holds the Accredited Investment Fiduciary® designation. Dave serves as chair of the church board at Grantham (Pennsylvania) Brethren in Christ Church, and is past president of the Susquehanna Valley Planned Giving Council.
Arroyo

Jaime Arroyo

Chief Executive Officer
ASSETS

Keynote speaker

Fueled by his passion to build an equitable economy in Lancaster County, Pennsylvania, Jaime Arroyo impressive career is a story in advancing inclusive entrepreneurship and ethical business as vehicles for economic prosperity. And since accepting the call to serve as their Chief Executive Officer, he has helped ASSETS become one of the top micro-lenders in Pennsylvania – and making Lancaster one of the most ethical business communities in the country. Arroyo earned his B.S in Business Administration from Millersville (Pennsylvania) University, and earned his MBA at Drexel University (Philadelphia, Pennsylvania) with a concentration in Entrepreneurship and Innovation Management. In addition, he is serving his first term as a Councilor for the City of Lancaster.
Tammy Zonker

Tammy Zonker

Founder and President
Fundraising Transformed

Keynote speaker

Recognized as one of America's Top 20 Fundraising Experts. Tammy is an inspiring international speaker on the topic of transformational philanthropy and an AFP Certified Master Trainer. Over the past 20 years, she has trained, coached and led nonprofit teams to raise more than a half-billion dollars, including a single gift of $27.1M. Zonker moved to Detroit in 2008, determined to successfully raise money in the most challenging economy in the U.S., and has turned those experiences into strategies, tools and processes for skyrocketing fundraising results in any economy. When not speaking at conferences or fundraising, she's training her online membership community of Fundraising Transformers, or leading masterclasses, training intensives, and private workshops and retreats.
John Cortines

John Cortines

Director of Generosity
The Maclellan Foundation

Keynote speaker

John Cortines oversees the Maclellan Foundation’s investments and strategies to catalyze a global movement of generosity among all believers. He began his career as a Petroleum Engineer with Chevron. While at Harvard Business School, he encountered a radical call from God to reframe his perspective on generosity and ultimately shift his career into the nonprofit sector. He previously served as COO of Generous Giving. Cortines is the coauthor of two books on biblical generosity (God and Money, and True Riches) which, together, have over 60,000 copies in circulation. He holds a MBA, M.S. in Geophysics, and B.S. in Chemical Engineering.
Colin Saxton

Colin Saxton, D.Min., CGPA

Stewardship Theologian and
Director of Church Relations
Everence

Keynote speaker and panelist facilitator

Colin Saxton couples two passionate concerns through his work. One is seeing the transforming power of generosity and faithful stewardship released in ways that change lives. The second is building partnerships with churches and organizations to free them to demonstrate the love of God to a watching world. For the past 35 years, Saxton served the Quaker community as a pastor, adjunct professor, Yearly Meeting superintendent, and General Secretary of Friends United Meeting. He earned his master's degree from Eastern Mennonite Seminary (Harrisonburg, Virginia) and D.Min. in leadership and spiritual formation from George Fox Evangelical Seminary (Portland, Oregon). He's written for several publications, including books through Friends United Press. His blog, Walking in the Way and Stumbling Toward Faithfulness, is found at walkingintheway.blog.

Sessions and workshops

  • General Sessions
  • Workshop A
  • Workshop B
  • Workshop C
  • Workshop D

Leadership starts with YOU!

Pre-conference session

Development professionals are no stranger to stress, long days, and full plates. Managing self takes into account self-care, self-awareness, staying curious to new ways of learning and growing, and more. We will "spend time on the balcony" exploring new strategies for making real progress on the most difficult challenges. You will leave with a better understanding of what managing self looks like from your unique perspective, as well as increased clarity on how to differentiate and navigate adaptive versus technical challenges. Join us and give yourself permission to invest in you at this year's development conference – because leadership starts with YOU!

Speaker: Rachel Swartzendruber Miller, Vice President of Advancement, Hesston College

Full participation in this workshop is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Becoming an Epic Fundraiser

Pre-conference session

Join Dave Warren for this potentially career altering pre-conference session, exploring the work of Russel James, Ph.D., of Texas Tech University. Are we jesters who make people feel good, ask for small caregiving contributions and move on? Are we guiding sages on a profound mission to advise donors on their life journey to have transformational impact on the world? Enjoy this deep and thoughtful session which unveils the internal, spiritual journey our donors are on, and the profound need they have for a guide to join them to fulfill their ultimate purpose and call. Learn how you as a fundraiser can meet that need and experience deep fulfillment, and lasting motivation for yourself in the process.

Speaker: Dave Warren, Vice President of Asset Management, Managing Director, Everence

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Reset, Rebuild, Reimagine: Turning Obstacles into Opportunities for Your Organization

General session

Jaime Arroyo, CEO of ASSETS, will walk through his first year as CEO – a transformative year for the organization. As Jaime reflects on lessons learned during this time of rebuilding, he shares how he reconnected with his “why,” detailing his experience as an 11-year-old walking into a barbershop that exposed him to life-changing entrepreneurship. He will explain how he embraces obstacles to advance the mission of his team, his organization and ultimately, his community.

Speaker: Jaime Arroyo, CEO, ASSETS

Calling All Heroes

General session

Explore the divergent views of donor-centered fundraising and community-centered fundraising. Who is the true hero in the nonprofit story? This talk shares the real-life story of a 13-month-old diagnosed with retinoblastoma (cancer of the eye). Through Kam’s journey, his grandfather, a fundraiser, searches for the true hero in Kam’s family quest to save not only his vision, but his very life. When you examine the strengths, passions, and impact of each possible hero, including fundraisers who raise the money for cancer research and treatment, it becomes clear – it takes all of us. The problems we seek to solve are too big for any single hero. Take inspiration from the Justice League; heroes are stronger when they work together.

Speaker: Tammy Zonker, Fundraising Strategist, Fundraising Transformed, Detroit, Michigan

Full participation in this workshop is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

God and Money: How we Discovered True Riches at Harvard Business School

General session

John Cortines, author of two books on biblical generosity and Director of Generosity at the Maclellan Foundation, shares his personal journey of transformation in Christ as it relates to money. He will share biblical frameworks and best practices for money, personal financial stewardship, and Kingdom giving.

Speaker: John Cortines, Director of Generosity, The Maclellan Foundation, Chattanooga, Tennessee

Full participation in this workshop is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

The Hope of Generosity: Fundraising as Ministry

General session

A story from Jeremiah about hope has implications for how we engage donors in ministry and invite donors to be generous. Choosing hope in the midst of the changing and uncertain circumstances we are in is where we will launch our panel discussion.

Speaker: Colin Saxton, Stewardship Theologian/Director of Church Relations, Everence

Full participation in this workshop is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Qualifying Donors and Prospects

Identify donors able to make leadership-level or transformational gifts. Through an interactive discussion, establish how to reach potential major gift donors, secure an initial meeting with potential leadership-level donors, understand the five-meeting model of major gifts with a focus on the initial meeting as discovery/qualification, and have open-ended questions that unlock thoughtful conversations about philanthropy. Gain more confidence about how to determine a donor's inclination to give through active listening and open-ended questions.

Presenter: Andrea Britton, Associate Director of Leadership Giving, Dickinson College, Carlisle, Pennsylvania

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Giving Societies to Advance your Annual Fund

Giving societies are designed to help develop donors, keep them faithful to the nonprofit, and inspire them to give more (larger) gifts. Focus on the why and how of creating a giving society at your organization, no matter the size of your development staff. Through proven case studies and tangible strategies, attendees will leave with a clear process for establishing an effective giving society with short-term and long-term success.

Presenter: Rachel Swartzendruber Miller, Vice President of Advancement, Hesston College, Hesston, Kansas

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Service Ethos: A Deep Dive into Donor Acknowledgement and Appreciation

Ethos is a Greek word for "character” and is used to describe the guiding beliefs or ideals that characterize a community. Do you have an ethos for how you engage with your donor base? What are the best practices for retaining and caring for those that support your mission? Join Carl for a fascinating conversation about the valuable tools he has learned to get the most out of each relational opportunity.

Presenter: Carl Edwards, Director of Development, CrossNet Ministries, New Holland, Pennsylvania

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Simple Gifts Sustain the Future

Some of the simplest and most powerful gifts a donor can make are bequests and testamentary gifts of beneficiary assets (retirement plans, life insurance, annuities). Learn best practices and hear from specialists working with donors to plan these special, simple gifts. Case studies will highlight creative ways to position these gifts, including how endowment funds can sustain your organization’s future.

Presenters: Bill Hartman, Vice President of Organization Services; Jamie Detweiler, Financial Planner, Everence, Lancaster, Pennsylvania

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Fundraising Campaigns and Board Engagement During Complex Times

Glean insights and lessons learned on leading a fundraising campaign and deeply engaging the board through complex times – including a pandemic, unpredictable stock markets and organizational growth and change. MEDA’s Senior Development and Campaign Officer Ruth Lehman and Towards an Equal World Campaign Chair Brent Alderfer will lead this session with practical take-aways for anyone seeking to secure major gifts, advance a fundraising campaign and/or engage your board in fundraising.

Presenters: Ruth Leaman, Senior Development and Campaign Officer; R. Brent Alderfer, Towards and Equal World Campaign Chair, MEDA, Lancaster, Pennsylvania

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Your Purpose is Bigger than You! Giving First is an Asset, not a Liability

Right now, where you are in life and your career is to serve a mission, connect with a passion, and identify a purpose for others, not for yourself. Service first is defined as “giving without immediate expectation.” Modeling and communicating giving as an investment always yields high returns. The diversity of experience, life, race, and gender plays a key role in fundraising success. Blake provides strategies to implement this mindset for a more enriching career.

Presenter: Blake Lynch, Senior Vice President and Chief Impact Officer, WITF Public Media, Harrisburg, Pennsylvania

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Meeting Donor Goals and Maximizing Impact

Donors love your organization’s mission and want to partner with you in making communities stronger. Join Elyse Kauffman as you consider major gifts and planned giving challenges. Encourage your supporters to think about gifts of assets, rather than gifts of cash. Introduce creative giving opportunities to help donors meet multiple – sometimes conflicting – goals. Understand opportunities most attractive in today’s economic environment.

Presenter: Elyse Kauffman, Charitable Consultant, Everence, Lancaster, Pennsylvania

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Difficult Conversations in the 'Bored' Room

The key to an active and engaged Board of Directors is to leverage the talent of your board members, while maximizing their available time. Ensure your board understands your needs as an organization, their roles and responsibilities. We will discuss the difficult conversations around prioritizing recruitment, clarifying expectations, and most importantly, around fundraising and giving. Eliminate difficult board member behavior and streamline meetings.

Presenter: Liz Vibber, Director, Catalyst Center for Nonprofit Management, Warrington, Pennsylvania

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Cultivating a Culture of Philanthropy

Cultivate a culture of philanthropy. Help established organizations think intentionally about an organizational culture of philanthropy. This case study from MCC is based on a Doctor of Ministry Project through Fuller Theological Seminary. The end result was creating an online training course for staff and board members to have shared language around generosity and philanthropy. Learn how this can transform philanthropy to your organization’s culture.

Presenter: Alan Claassen Thrush, Donor Relations Director, Major Gifts Manager, MCC West Coast, Reedley, California

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

What does the Financial Consultant Say?

Your donors want to support your mission, but they tell you something that makes you a bit anxious: they first want to talk with their financial consultant about their donation. Wonder how that conversation between the donor and financial consultant might go? Join Shawn Persing, Dennis LeFevre and Shari Beck to get this inside perspective of what are they processing and hearing. Hear about questions, concerns, and creative giving opportunities of some donors through interesting case studies.

Presenters: Shawn Persing, CFP®, ABFPTM, AWMATM, CAP®, Director of Financial Planning, Everence, Goshen, Indiana; Dennis LeFevre, CFP®, Financial Consultant, Everence, Denver, Colorado; Shari Beck, CFP®, Financial Consultant, Everence, Archbold, Ohio

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Three-E Storytelling Formula: Engaging, Empowering and Ethical

Nonprofit storytelling must be engaging, but also ethical and empowering. The sweet taste of lives transformed is best enjoyed when we tell the story of bitter beginnings. How do we share the often-tumultuous circumstances our program participants face in a way that honors their journey to healing, hope and happiness? How do we best engage and inspire donors to action, while still empowering those our organization serves? Join this session to find answers to these questions and more.

Presenter: Tammy Zonker, Fundraising Strategist, Fundraising Transformed, Detroit, Michigan

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Attracting and Sustaining Major Gifts Masterclass Part 1

Note: This is part one of a two-part workshop. If you choose to attend this workshop, you will need to attend part two.

Take a deep dive into the major donor development cycle. Giving trends show we are approaching a generosity crisis, with significantly fewer U.S. household givers. It has never been more important to meaningfully engage and understand supporters. This session will illuminate the art and science of major gift campaign planning and donor development.

Presenter: Tammy Zonker, Fundraising Strategist, Fundraising Transformed, Detroit, Michigan

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Nonprofits and Philanthropy DEI Style: Staying True to Community Without Compromise

After conducting 100+ nonprofit organizational assessments, we understand the difficulty in how diversity, equity and inclusion professional development (or lack thereof) impacts fundraising. How do nonprofits use already limited resources to develop a highly diverse leadership, staff, and raise funds while staying true to their community without compromise? Our data speaks to the common findings of nonprofits, what their needs and desires are around diversity, equity, and inclusion development, and how this impacts leadership development and fundraising.

Presenter: Alyssa Vasquez, President, Cultured Enuf, Philadelphia, Pennsylvania

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Small Shop, Limited Resources, Remote Work: No Problem!

Join us for a lively discussion with Tiffany Burrows and Trisha Blosser as they share best practices for organizing your development activities for maximum impact. These two experienced fundraiser professionals will share tips on managing everything from events, annual fund appeals, podcasts and major gift visits. Tiffany will also discuss strategies for team communication and donor connection as a remote worker. Trisha will offer approaches to help you lead with confidence to create a culture of philanthropy with your board, a team of volunteers, and/or co-workers.

Presenters: Tiffany Burrows, Major Gifts Officer, Brethren Housing Association, Harrisburg, Pennsylvania: and Trisha Blosser, Director of Advancement, Eastern Mennonite School, Harrisonburg, Virginia

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Breaking Through Legalism: Beyond Tithing, Toward Stewardship

John Cortines shares a thought-provoking perspective on the biblical basis of tithing. Is there one tithe or are there three? Does tithing apply to the church today? How should we think about and discuss tithing in the broader context of Christian stewardship? Together, we will pursue clarity on this controversial topic.

Presenter: John Cortines, Director of Generosity, The Maclellan Foundation, Chattanooga, Tennessee

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

"Planned Giving will Cannibalize Annual Funds" and Other Myths

It’s tempting to move planned giving to the back burner. The demands of annual fund and major gifts allow little time for planned gifts. This workshop explores myths of planned giving and the tools to rejuvenate your efforts. Development professionals will understand why planned giving needs to be a priority and how to identify planned giving prospects. Organizational leaders and board members will understand why you need to allocate time and resources for planned giving in your organization.

Presenter: Randy Nyce, Stewardship Consultant, Everence, Souderton, Pennsylvania

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Attracting and Sustaining Major Gifts Masterclass Part 2

Note: This is part two of a two-part workshop. If you choose to attend this workshop, you will need to attend part one.

Take a deep dive into the major donor development cycle. Giving trends show we are approaching a generosity crisis, with significantly fewer U.S. household givers. It has never been more important to meaningfully engage and understand supporters. This session will illuminate the art and science of major gift campaign planning and donor development.

Presenter: Tammy Zonker, Fundraising Strategist, Fundraising Transformed, Detroit, Michigan

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Engaging your Executive Director in Fundraising

In smaller nonprofits, the executive director can often be the key to unlocking more gifts from more donors. How do you effectively engage and involve the executive director of your organization in the fundraising efforts? Amy Gingerich and Mitch Stutzman discuss how this vital position can be a game changer for your organization when they truly understand the depth of fundraising and how it can make their lives better.

Presenters: Amy Gingerich, Executive Director, MennoMedia, Cleveland, Ohio; and Mitch Stutzman, Director of Development and Partner Engagement, MennoMedia, Newton, Kansas

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Managing Donor Relations Through Organizational Challenges or Crises

These session leaders will share lessons learned through organizational crises following the arrest of an executive director, financial turmoil, and COVID right on its heels. How do you focus on, care for and communicate with donors and community as well your staff team when it is hard to keep it all straight?

Presenters: Adam Nagle, Executive Director, The Factory Ministries, Paradise, Pennsylvania; and Kylie Stoltzfus, Board Member, (Digital Content Manager, Fig Industries, Lancaster, Pennsylvania) The Factory Ministries, Paradise, Pennsylvania

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Generational Generosity and the Motivational Impulse

What motivates Gen Z, Millennials, Gen X, Boomers, and Elders (Silent) toward generosity? Tapping into intrinsic appeals such as challenge, commitment, community, and compassion will be central themes of our group discussion. We will draw from current writing, research, and practical examples.

Presenter: Beryl Jantzi, Director of Stewardship Education, Everence, Harrisonburg, Virginia

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Stop Obsessing over the Gift 'Vehicles'

Most fundraisers are reluctant to offer noncash gift options to their donors if they are unsure of how to work the vehicle it is delivered in. This prevents them from maximizing their true fundraising potential because they ignore planned giving options. It does the donor a disservice by not giving options to have a bigger impact to accomplish their financial goals. Gain greater confidence in understanding how to navigate conversations that lead the best gifts for your organization.

Presenter: Joe Tumolo, CAP®, Major and Planned Giving Development, Ambler, Pennsylvania

Full participation in this workshop is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Thank you!

Sponsors

Everence sincerely thanks our sponsors for supporting our mission and making the Development Conference possible!
Collaborative MBA logo

The Collaborative MBA

Leadership for the common good, focused on sustainability, servant leadership, personal formation and community development.
Design Group International logo_16x9

Design Group International

Helping organizations and their leaders transform for a vibrant future.
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MHS Association

Helping organizations achieve their best outcomes while staying true to their Anabaptist roots.
Q&A

Questions?

If you have questions, please contact Everence Conference Planner Lisa Doutlick. 

Disclosures

Continuing education: Full participation in the 2023 Everence Development Conference is applicable for up to 11.75 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Photo release: Registration and attendance at, or participation in, the Everence Development Conference constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and recordings of such events and activities by Everence and other third parties (for example, sponsors). Your registration may include technology that monitors your activities throughout the meeting, such as session attendance.

Mobile app: As a knowledge-sharing community, the Everence Development Conference mobile app has features that allow fellow conference attendees to know and contact each other. By participating in the Everence Development Conference, you grant Everence the right to upload your name, organization and contact information in your profile to the Everence Development Conference mobile app, which will be available to registered attendees only.

 

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS.

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