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

27

Empowering Change: Hispanic & Latino Impact in Philanthropy
Anthony Alonso
President & CEO, Catapult Fundraising

¡Únete a nosotros para descubrir cómo la comunidad hispana y latina está impactando positivamente en el mundo de la filantropía!

Join Anthony Alonso from Catapult Fundraising for an insightful discussion that delves into the dynamic world of philanthropy within the Hispanic and Latinx community in the United States. This session aims to shed light on the profound impact, evolving trends, and the crucial role that education will play in shaping the philanthropic landscape among this diverse and vibrant demographic for years to come.

Learning Objectives:

The Impact of Hispanic and Latinx philanthropy.
Explore the unique approaches and cultural values that underpin Hispanic and Latinx philanthropy.
Dive into the latest trends and innovations in philanthropic practices within the Hispanic and Latinx community.
Explore the pivotal role of education in nurturing a culture of philanthropy among Hispanic and Latinx individuals and families.
Discuss the importance of forging partnerships and collaborations between the Hispanic and Latinx community and other philanthropic stakeholders.

Anthony Alonso is one of the nation’s leading fundraising consultants with over three decades of expertise in direct marketing and telefundraising. Anthony’s out-of-the-box thinking, visionary style, and passion for success has led him to raise close to a billion dollars for his clients over the last ten years. Prior to co-founding Catapult Fundraising, Anthony served as the Founder and President of Advantage Plus Consulting for over 20 years. Anthony has served on the boards of AFP New Jersey, The Giving Institute, Giving USA, the AFP Foundation for Philanthropy, and was a founding member of the AFP Industry Partners Council. He is a proud recipient of the AFP New Jersey Chapter Award for Consulting Excellence and the AFP Las Vegas Award for Outstanding Fundraising Executive. Anthony is also a past president of the AFP Las Vegas Chapter.

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

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.

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

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.

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

February

24

The Power of Planned Giving: Basics Every Fundraiser Should Know
Lori Funicello
Director of Planned Giving, Kean University Foundation

Planned giving is one of the most effective ways to build long-term sustainability and deepen donor relationships—without being complicated. This session introduces the fundamentals, including common types of gifts, donor motivations, and strategies to identify prospects. Participants will understand how planned gifts fit into overall fundraising, why they matter to campaigns, and steps to start or strengthen a program. Designed for newcomers or those refreshing their knowledge, this session provides actionable tools to engage donors and inspire lasting legacy gifts.

Learning Objectives:

Learn how to launch or revitalize your legacy society to increase overall philanthropic revenue (both deferred and outright) to your organization.
Explore ways to maximize campaign support by documenting planned gifts.
Recognize what motivates donors to include a planned gift in their estate plans for your charity.

CE Credit: 1 pt (pending approval)

Lori Funicello, CFRE, is Director of Planned Giving at the Kean University Foundation, leading efforts to secure and steward legacy and principal gifts that strengthen the university’s mission. A development professional with more than two decades of experience, she has held senior fundraising roles in higher education and healthcare. Lori earned degrees from SUNY New Paltz and Teachers College, Columbia University, and serves on the board of the New Jersey Council of Charitable Gift Planners.

February

27

Too Much of a Team Player: From Burnout to Boundaries and Bold Leadershi
Joie M. Langford, CFRE
Vice President of Strategic Philanthropy at Girl Scouts Heart of New Jersey and is Founder of SHADES Consulting LLC

Fundraising professionals are often celebrated for collaboration and tenacity—but what happens when that “team player” mindset becomes unsustainable? In this interactive workshop, Joie M. Langford, CFRE, explores the shadow side of over-functioning, especially for rising professionals eager to prove their worth. She’ll examine how intersecting identities and cultural norms shape responsibility, loyalty, and burnout in predominantly white-led nonprofits. Participants will gain tools to set boundaries, prevent burnout, and advocate for healthier workplace cultures rooted in honesty, healing, and empowerment.

Learning Objectives:

By the end of this session, participants will be able to:

Identify how over-functioning shows up in fundraising roles and how it’s often masked as "being a team player."
Explore how intersecting identities and cultural norms can influence our relationship to work, boundaries, and burnout.
Develop personal strategies to balance ambition and sustainability without sacrificing authenticity or well-being.
Create a plan to advocate for systemic change within their organizations to support healthier workplace cultures.

Joie M. Langford, CFRE, is a strategic fundraising leader with nearly a decade of experience guiding nonprofits toward sustainable growth. She has raised more than $15 million by cultivating donor relationships, designing data-informed campaigns, and leading high-performing teams. Joie serves as Vice President of Strategic Philanthropy at Girl Scouts Heart of New Jersey and is Founder of SHADES Consulting LLC, advancing equity-centered fundraising solutions. She is also an active member of AADO, F3, and WOC.

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.

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

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.

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

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.

Platinum Partner