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AFP Education Session: Sustaining Your Major Gifts Program

March 21, 2017


When:  Tuesday, March 21, 2017

Time:  8:30-11:15 am with optional Bloomerang Presentation from 11:00-11:45 am

Where: Bishop Museum, 1525 Bernice Street, Honolulu.  When  entering the Museum parking lot, please stay to the right and enter the classrooms on the 1st floor, Paki I.  There is a $5.00 fee for parking.

Fee:  AFP Members - $30.00 ; Non-Members - $40.00  *includes presentation and continental breakfast.



Major gift philanthropy plays a highly significant role in the nonprofit sector worldwide. But what are the indicators your nonprofit should focus on for the long-term health of their major gifts program?

In this session, we will dive into the groundbreaking research on major gift fundraising conducted by Adrian Sargeant PhD - Professor of Fundraising and Director at the Centre for Sustainable Philanthropy Plymouth Business School - and leading fundraising expert Amy Eisenstein, ACFRE.

This research contains survey data collected from hundreds of nonprofits, and illuminates their experience with major gifts. No matter the size of your organization, you will come away with additional insights.

Learning Outcomes:

 - Discover how your major gift efforts compare with other nonprofits

 - Learn the critical success factors that lead to major gift success

 - Uncover 10 key recommendations for how revenue from major gift donors might best be developed


Maximizing the Lifetime Value of Your Donors for Fundraising Success

Within your donor database lays untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn. Why let this enormous asset go underutilized?

> In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.

Learning Outcomes:

 - Be familiar with data management techniques that maximize the

- Capabilities of your database and increase productivity

 - Understand segmenting strategies lead to higher response rates from

- Your donor communications

- Learn how to generate meaningful reports that will impact your

- Internal procedures


Optional Session:

For those interested in hearing specifically about Bloomerang programs and services there will be an optional presentation from 11:15 to 11:45 am.



Jay B. Love is the CEO and Co-Founder of Bloomerang.  The organization serves the non-profit sector only with cutting edge technology tools built upon best practices for fundraising and communications.  He has served this sector for 34 years and is considered the most well known senior statesman whose advice is sought constantly.

Prior to Bloomerang, he was the CEO and Co-Founder of eTapestry for 11 years.  Jay and his team grew the company to more than 10,000 non-profit clients charting a decade of record growth.

Prior to starting eTapestry, Jay served 14 years as Vice-President of Sales then President and CEO of Master Software Corporation.  MSC provided a widely used family of database products for the non-profit sector called Fund-Master.

He is a graduate of Butler University with a B.S. in Business Administration.  Over the years he has given more than 2,500 speeches around the world for the charity sector and is often the voice of new technology for fundraisers.

He is current Member of the AFP Ethics Committee and former member of the AFP International Board.  He was the Founding Chairman of NPower Indiana, Founding Member of Tech Point Foundation and Founding Member of the AFP Business Member Council.   He is a former board member of The Lilly School of Philanthropy at IU and Gleaners Food Bank.  Jay currently serves on the board of Conner Prairie Interactive History Park, The Butler University Innovation Fund, The United Methodist Foundation of Indiana, and The Fundraising Effectiveness Project.  

He and his wife Christie, the former Executive Directive for the Lawrence Township Schools Foundation, served as Co-Chairs for the Indianapolis Fort Harrison YMCA 2011 Capital Campaign and are the proud parents of three children as well as six grandchildren.