POST-CONFERENCE WEBINAR SERIES

Keep the momentum going into 2026!

Our Post-Conference Webinar Series brings back many of your favorite speakers from the 45th Annual Conference on Philanthropy for a set of practical, timely Lunch & Learns designed to help you deepen your learning and apply new strategies immediately.

Whether you're refining your development plan, strengthening stewardship, or preparing for 2026 campaigns, these sessions offer tangible tools you can put to use right away.

Conference attendees: These webinars are included with your registration. Simply use the code previously provided to sign up at no additional cost.

All sessions take place at 12:30 PM Eastern.

Webinar Schedule:

Register for the full series and save! CLICK HERE

January

7

Creating a Development Plan
Jeff Grandy, M.Ed.
Vice President, Client Development, Catapult Fundraising

Are your fundraising efforts driven by strategy—or survival? Too often, nonprofit professionals get stuck in a cycle of nonstop events, rushed grants, and disengaged boards. This session offers a practical framework to break that cycle, design a mission-aligned development plan, and move from reactive fundraising to intentional growth. Participants will learn how to set realistic goals, engage boards and volunteers, diversify revenue, and create actionable timelines. Walk away with tools, confidence, and a customizable framework for sustainable success.

After this session, participants will be able to:

Evaluate current fundraising efforts to identify strengths, gaps, and opportunities for growth.
Construct a tailored development plan that includes goal setting, timelines, strategies, and methods for evaluation.
Design effective strategies to engage board members and volunteers in fundraising activities to expand organizational capacity.

Speaker Bio: Jeff Grandy, M.Ed, brings over 15 years of nonprofit leadership and fundraising strategy experience. He currently serves as Vice President of Client Development at Catapult Fundraising, where he supports organizations across the Greater Gulf Coast in building sustainable fundraising infrastructures. Jeff currently serves as the Immediate Past President of AFP Texas Coastal Bend and is a current member of the Planned Giving Council of San Antonio. He is deeply committed to ethical fundraising and embedding IDEA principles into philanthropic practice.

CE Credit: 1 pt (pending approval)

January

13

Launching Your 2026 Giving & Living Success Mindset
Marcy Heim, CFRE
CEO, The Artful Asker

Marcy Heim lives to inspire generosity and transformation! She’s a resilient, risk-taker who knows her mind and knows her stuff when it comes to building success in your fundraising... and your life! A donor-centric major giving expert, Marcy also holds AFP Master Teacher, CFRE, and Professional Life Coach (PLCC - UW Madison) credentials. She’s received numerous awards including the prestigious CASE Crystal Apple and AFP Outstanding Fundraising Professional. Her book, Empowering Your Board to Serve as Effective Development Ambassadors, is a go-to resource for non-profit boards and staff alike. For over twenty years she led her team at the University of Wisconsin-Madison through three successful campaigns including the $1.8 Billion Create-the-Future Campaign. For the past decade, she has empowered her clients to transform their major giving results through authentic, artful giving relationships and Ask for Anything Artfully with her 3-sentence tool. Her talks are peppered with original tunes you won’t be able to get out of your head! SHINE ON with Marcy!

CE Credit: 1 pt (pending approval)

February

3

A MG/PG Collaborative Roadmap: Closing Transformational Gifts
Samuel B. Young, ESQ, LSW, CAP
Director of Gift Planning, University of Pennsylvania

With the Great Wealth Transfer ($80 trillion+) and our aging population, the impactful paradigm for transformational donations incorporates Blended Gifts, Alternative Assets, and Estate Planning for current and future support. Samuel B. Young will share strategic donor stories, perspectives, and effective action steps to illustrate how to maximize your financial resource development ROI. You will leave with a roadmap of realistic approaches to execute immediately.

Learning objectives:

1. Understand how one unified team can achieve big results through alternative assets

2. Understand what actions are needed to develop the strong internal relationships

3. Understand the steps they can take to implement a joint major gifts/planned giving initiative

Speaker Bio: Samuel Young began his career practicing law in Texas and New York before transitioning to nonprofits after delivering medical supplies to the Middle East during the Gulf War. He has served as Managing Director of Planned Giving and Strategic Advisor for Compassion & Choices, Executive Director of the Jewish Community Foundation of MetroWest NJ, and held senior development roles at several institutions. Samuel holds a JD, MSW, and dual bachelor’s degrees in Journalism and Communications.

CE Credit: 1 pt (pending approval)

February

10

From Zero to $60M: Building a Winning Team to Inspire Unprecedented Giving

William H. Miller, CFRE

President & CEO, Kean University Foundation

Justin Talavera

Philanthropy Officer, Kean University Foundation

This session will show how a small university foundation is on track to raise over $60 million by building strong leadership and creating a culture where philanthropy can thrive.

Learning Objectives:

1. Participants will understand the importance of leadership and culture in fundraising

2. Participants will learn the components of building a successful team

William H. Miller, CFRE, is President and CEO, Kean University Foundation. He is passionate about strengthening nonprofits through fundraising and strategic support. Over his career, he has guided initiatives that have raised more than $1 billion, including major campaigns with CCS, where he served as Executive Director for the Catholic Diocese of Pittsburgh’s $125 million effort, which secured $233 million. Bill has earned multiple awards, including the Robert J. Smythe Award, and is a frequent presenter, author, educator, and advisor to nonprofits worldwide.

Justin Talavera is a Philanthropy Officer at the Kean University Foundation, serving as an ambassador and securing investments for students, faculty, programs, and facilities. Previously, he was Director of Major Gifts and Grant Funding at La Salle Academy in Manhattan, managing major gift and foundation prospects and leading events and campaigns. He also served as a director at Changing Our World Inc., directing $65M and $40M campaigns and supporting feasibility studies for independent secondary schools.

CE Credit: 1 pt (pending approval)

February

17

Stewardship -- It's an Experience, Not a Thank You Letter
Gary Laermer
Senior Consultant, DBD Group

Effective stewardship goes far beyond thank-you notes and branded swag. It is a strategic, data-informed approach aligned with the donor journey and the work of front-line fundraisers. Today’s donors expect engagement that reflects their values and deepens their connection to your mission. This session explores how stewardship, gift officers, and leadership can collaborate to create donor experiences that inspire loyalty and elevate your cause as a philanthropic priority. Learn how to use data to guide decisions, personalize outreach, and build experiential stewardship plans that exceed fundraising objectives through intentional practices.

Learning objectives:

Session participants will learn:

1) Understanding how stewardship plans that align with major gift officers’ strategies can enhance the donor journey and lead to increased philanthropic investment.

2) Be able to successfully demonstrate how to develop stewardship plans using donor data and engagement metrics, rather than relying solely on gift size, to personalize donor experiences.

3) Apply principles of strategic cultivation to design stewardship plans that elevate your organization’s priority in the donor’s philanthropic decision-making.

4) Identifying methods for creating experiential stewardship strategies that foster inclusive engagement and deepen donor commitment across diverse communities.

CE Credit: 1 pt (pending approval)

March

3

Financial Resiliency & Sustainability for Non Profits
Priya Pachkawde, CPA
Chief Client Officer, Brand K

Financial stability is essential for a nonprofit to successfully deliver on its mission. In this session, you will learn how to adapt to changing environments, manage risks, and build long-term sustainability. Key topics include reserve planning, understanding financial health indicators, diversifying revenue streams, strengthening internal controls, and preparing forecasts and scenarios. Build the resilience needed to navigate uncertainty and position your non-profit for long-term success.

Participants will learn:

· How their organizations can grow their reserves, diversify income and forecast effectively

· Strategies to adapt to changing financial climate and best practices to mitigate risk

· Understand financial health indicators and best practices in preparing forecasts

Speaker Bio:

Priya has been instrumental in Brand K’s growth since joining in 2019, enriching client relationships and ensuring exceptional service. She leads teams that deliver timely, accurate financial information and deeply understands client needs. With extensive experience in accounting and financial reporting, she previously served as Director of Finance at The Silverfern Group and began her career as an auditor with Ernst & Young LLP. Priya is a CPA with a B.S. in Business Administration (Accounting) from Kutztown University of Pennsylvania.

CE Credit: 1 pt (pending approval)

March

10

The Metrics You’re Missing: Building Reports That Actually Drive Change.
Jesse Park
President, amplifi

The most successful fundraising teams don’t just track results they learn from them. It’s not enough to know how much money came in or how many donors gave. Effective reporting goes deeper, helping you spot trends, test assumptions, and take action.

In this session, Jesse Park, President of amplifi, will break down how high-performing organizations use data to make smarter decisions, faster. You’ll learn how to build reports that reveal, not just inform. Whether you lead a fundraising team or manage the data behind the scenes, this session will show you how to turn reporting into a culture of continuous improvement.

Your data can help you understand who is most likely to respond, is your ask strategy helping or hurting you, and if your message is really hitting home. These questions, and more, will be shared using practical insights and real-world examples to help you build better reports that advance your mission.

You’ll leave this session knowing how to:

Build reports that highlight insights, not just outcomes.
Spot hidden opportunities—or issues—using key performance indicators.
Empower your team with actionable data that fuels smarter strategy.
Use reporting as a catalyst for testing, refining, and improving every campaign.

Speaker Bio: Jesse Park at heart is a marketer and strategist who cares about helping move organizations forward. He has the pleasure of working with a number of leading nonprofits each year, including those involved with battling chronic disease and promoting youth and social services, helping them achieve success and advance their fundraising efforts. As President of amplifi, he has used a data driven approach to improve results and helped raise hundreds of millions of dollars for organizations that make a difference in our communities.

CE Credit: 1 pt (pending approval)

CHAPTER SPONSORS

Valued Exhibitors and Sponsors

Our valued Exhibitors and Sponsors will showcase cutting-edge products and a vast array of services designed to advance your organization's mission. If you or your organization is interested in becoming a Sponsor or Exhibitor, please click here to view our COP sponsor opportunities.

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