Join WSPN to discuss how to find the support your organization needs within your data!
One of the primary tenets of fund development is that it costs less to keep an existing donor than to cultivate a new one. Our panelists will help you create a toolkit for identifying the best prospects for increased giving in your donor database, and moving those donors up the pyramid toward major (or at least larger) gifts. Realizing that not every organization can afford a wealth screening contractor, they’ll offer practical advice on how to do it yourself (and when a wealth screen might be a justifiable expense).
Featuring a panel discussion that will discuss:
- How to identify prospects
- How to best cultivate prospects
- Determining potential major and legacy gift opportunities
- How to increase support from your existing pool of donors.
This session has been approved for 1.5 CFRE credits.
Speakers:
Moderator: Ken Bartels, Principal of Ken Bartels Consulting and a Senior Vice President and Director of The Community Bank of Elmhurst, Elmhurst, Illinois. He enjoyed a long career in college advancement at Elmhurst College, where he is Vice President for College Relations Emeritus. Ken’s extensive experience in board management, advancement/development, leadership training and public and community relations has made him a sought after speaker in the professional fields of motivation, relationship theory, visioning, strategic priorities and as an emcee.
Ken’s career has earned recognition from WSPN, The Elmhurst Jaycees and the Elmhurst Chamber of Commerce and Industry, which honored him with its Good Works Award in 2017. A graduate of Carthage College, Ken has been a participant at the Harvard University Institute of Educational Management and the Indiana University Executive Leadership Institute. He is also well-known to cable television viewers as the host of several ongoing programs on Comcast and YouTube.
Chris Jabin, Senior Vice President at the Chicago Zoological Society. He leads a team responsible for Annual Giving, Major Gifts, Corporate Partners, Planned Giving and Special Campaigns. Prior to joining CZS, Chris served as Director of Institutional Giving at Lyric Opera of Chicago, Executive VP for Development at the John G. Shedd Aquarium and Director of Development for the Museum of Contemporary Art. Since his first stint at the Lyric in the mid-80s Chris has been instrumental in raising hundreds of millions of dollars for capital campaigns, annual fund campaigns and endowments for some of Chicagoland’s most beloved cultural institutions. He was honored by the Chicago Chapter of the Association of Fundraising.
Professionals with its Benjamin Franklin Award in 2014. He received his BA in psychology from Albion College in Michigan with a concentration in public service from the Gerald R. Ford Institute for Public Service.
Sarah Martino, Advancement Services Manager at the College of DuPage Foundation. Sarah launched (in 2012) and continues to steer the Advancement Services division at College of DuPage, developing technology-based solutions to support the College’s fundraising goals and other key objectives.
Sarah and her team provide the backbone and infrastructure for Institutional Advancement, supporting all aspects of philanthropic engagement including gift processing and acknowledgement, prospect research and management, data analytics and reporting, donor relations and stewardship, fund development, database administration and maintenance, digital marketing and communication strategy. Her professional passion is tying together all aspects of a fundraising office and leveraging data to make things run as effectively as possible.
Sarah is a board member of the Immanuel Lutheran Educational Foundation and is working towards finishing the degree she began twenty years ago. Her favorite quotations include “it might not be pretty, but it’s happening,” which applies equally to her running style and her work in prospect management.
Corinne Henry currently serves as Campaign Manager with Metropolitan Family Services, one of Chicago’s oldest and most comprehensive human service organizations. In this role she manages the $25 million Campaign to Mpower Families, which has raised $14.7 million to date. Corinne has worked in the nonprofit sector in Chicago for the past 11 years, serving in manager- and director-level roles in communications and development, with a focus on major gift fundraising, capital campaigns and events for organizations ranging in size from small grassroots organizations to larger social service institutions including UCAN, Angelic Organics Learning Center, and Archeworks. Corinne earned her BA in Journalism and her Masters of Public Administration (MPA) from Indiana University.
Registration and coffee begin at 8:00 AM.
Program starts at 8:30 a.m.
