Responsive Nonprofit Summit: Where Fundraisers Belong

Welcome back to Day 2 of the Responsive Nonprofit Summit!

• Stephen Boudreau, VP of Brand & Community, Virtuous
• Bryan Funk, VP of Marketing, Virtuous

Learn 5 key shifts to your team, tactics, and technology to drive increased giving. Donors feel disconnected from the cause at many nonprofits, and nonprofit teams feel siloed and ineffective. The Responsive Maturity Model provides clear, actionable building blocks for healthy, effective teams and increased giving.

• Gabe Cooper, CEO of Virtuous

Ever wonder why some organizations rave about their technology, and others feel in a constant state of SOS? If you are using today’s modern tools and are not feeling optimistic about your technology, chances are, it’s not the technology that got you there.

Human emotions, expectations, and experiences significantly impact nonprofits’ use of their technology, for better or worse. Technology is innately human. After all, humans built every (mega)bit of it. Therefore, when implementing and using these technologies, we must remember to pay as much attention to the human element as the tech itself.

This session evaluates how human aspects like emotions, expectations, and experience affect a nonprofit’s technology engagement from implementation to everyday operations, the need for a digital maturity methodology, and how behavior changes can create better outcomes.

• Tim Lockie, Founder & CEO of The Human Stack

Responsive nonprofits know changing the world starts by changing ourselves—our organizations—our processes—and our approach.

Join this panel of modern impact thinkers as we explore innovation and the opportunity that exists for you and your mission today.

• Alison Moore, CEO, Comic Relief USA
• Iara Peng, CEO JustFund
• Sarah Lee, COO of New Story

We’ve all heard that offering more ways for your donors to give can help your nonprofit raise more, but how much more generosity is generated?

In this intimate conversation, join our Head of Product, Jason VanLue, and Founder and CEO of Overflow, Vance Roush, where we’ll share how diversifying giving options for your supporters can help drive more funding for your cause and respond to the needs of today’s modern donor.

• Jason VanLue, Director of Product, Virtuous
• Vance Roush, CEO, Overflow

We are living in a hyper-connected and personalized world. We need a more responsive approach to our fundraising. Building authentic relationships by responding to the individual and unique needs of every volunteer to build trust is more important than ever.

Responsive fundraising puts the donor at the center and grows giving through personalized donor journeys. It’s the way you treat ALL your donors like major donors. Grateful patient programs utilizing responsive approaches are creating deeper connections with their donors to increase giving. And most importantly, provides an opportunity for the donor to create a legacy.

• Erik Tomalis, Director of Business Development, Virtuous
• Abigayle Tobia, MNM, CFRE, VP of Philanthropy, Verland
• Michelle Edgerton, CEO, YMCA of the North
• Madison Gonzalez, Executive Director, Morning Light
• Jessi Marsh, CDO, Boys & Girls Club of Western PA

For Virtuous Customers: Do you have specific questions about the Virtuous platform? Schedule 1:1 time to meet with our training team at the Expert Bar, where they’ll answer your questions, demonstrate the solutions, and more!

Join this high-level walkthrough of Virtuous and see how it’s built for nonprofit teams like yours.

In our rapidly-evolving world, it seems we’re being called to adapt and respond more quickly than ever before. Leading with agility and resilience has never been more important. But how do we navigate a landscape in which our responsibilities and pressures seem to increase daily, too? How do we live and lead without sacrificing our values or straying from our goals?

The answer lies in conscious leadership: leading with awareness, alignment, and intention.

In this keynote session led by Plenty Consulting principals Jennifer Mulholland and Jeff Shuck, we’ll explore why the world calls us to lead consciously – and how conscious leadership can empower you to become a more responsive, confident leader. We’ll uncover the power of conscious leadership and how you can harness it to create meaning and growth in your life, your organization, and the world.

By the end of this session, you will better understand how to lead with consciousness to create more calmness, confidence, and fulfillment. And we’ll share tips and techniques you can take away and use immediately on the job.

Please join us as we explore why changing yourself is the key to transforming the world around you. This session is sure to leave you feeling empowered and inspired!

• Jeff Shuck and Jennifer Mulholland, Co-Principals at Plenty

Join this panel of modern impact thinkers as we explore how to build a sustainable mission that grows and thrives over time, diversifies revenue, takes care of its people, builds strategies to forecast and evolve, and innovates how to deliver impact.

• Veronica LaFemina, LaFemina and Co
• Brian Joseph, CEO of RevJen
• Eric Newman, Roc Solid Foundation
• Kimberly O’Neill, Founder & CEO, The Giving Blueprint

Does the word ‘automation’ make you think of AI, ChatGPT, or worse, a robot doing a person’s job?

It couldn’t be further from the truth!

Automation is the number one tactic your nonprofit can leverage to decrease staff time, increase personalization with supporters, and grow generosity.

Join our in-house experts as they give you the tools required to crawl, walk, and run with automation at your organization. You’ll walk away with an understanding of how automation works and a practical checklist to help you get started right away.

• Rachel Specht, Sr. Product Trainer, Virtuous

Join Tony Martignetti, the Planned Giving evangelist, for a fast-paced webinar that will show you how to engage your donors in fruitful discussions about Planned Giving – while avoiding the dreaded “d-word.”

During this session, you’ll learn how to:

• Discuss Planned Giving in terms that put your donors at ease
• Identify your best prospects for planned gifts, so you’re talking to the right folks
• Structure your Planned Giving program so your conversations are simple

We’ll also leave plenty of time to answer your questions. This webinar is designed for nonprofits that are at least 5 years old and have individual donors–but it’s also a great way for newer nonprofits to prepare for the future.

• Tony Martignetti, Founder, Planned Giving Accelerator

For Virtuous Customers: Do you have specific questions about the Virtuous platform? Schedule 1:1 time to meet with our training team at the Expert Bar, where they’ll answer your questions, demonstrate the solutions, and more!

Join this high-level walkthrough of Virtuous and see how it’s built for nonprofit teams like yours.

Leaders and organizations make four common, avoidable mistakes when innovating for renewal and growth. For many, “innovation” has a bad reputation. It evokes well-intended but ineffective initiatives, frustration, and missed expectations.

In this session, Dave will debunk common misconceptions and share practical ways to drive innovation effectively.

• Dave Raley, CEO + Founder, Imago Consulting

If left unaddressed, we believe mental health is one of the most silent, debilitating, and dangerous threats to the nonprofit sector today. And let’s face it—it’s simply not discussed enough.

This discussion is about lifting the stigma. We’ll be approaching the conversation squarely with a diverse panel of nonprofit professionals and clinical experts who bring a depth of lived experiences, personal and professional research, and clarity of purpose.

You’re not alone.

Join us in community and feel seen, inspired, and ready to take steps toward healing.

• Sonya Perez-Lauterbach, Leadership Coach
• DJ DiDonna, Founder, The Sabbatical Project
• Abby Falik, Entrepreneur In Residence – Emerson Collective
• Kirk Brown, CEO of Handy

Marketing trends come and go, but the top marketing trends are the ones worth adopting – email marketing, digital marketing, and multichannel marketing – and each plays a significant role in your strategy.

Join Kelly Cristaldi and Nicholas Kristock, Executive Director of Fleece & Thank You and CEO of KindKatch, as we discuss the marketing trends that’ll shape your nonprofit’s future and grow your impact like incorporating storytelling, creating digital experiences that create awareness, and leveraging automation into your marketing and outreach efforts to grow impact at scale.

Plus, you’ll walk away with a workbook to help your team organize your content and thoughtfully plan each marketing campaign.

• Kelly Cristaldi, Sr. Product Marketing Manager, Virtuous
• Nicholas Kristock, CEO and Founder, KindKatch

Grateful patients and their loved ones have experienced life-saving and life-changing care. The care in your fundraising should be as world class as your hospital. We are living in a hyper-connected and personalized world. We need a more responsive approach to our fundraising. Building authentic relationships by responding to the individual and unique needs of every patient to build trust is more important than ever.

Responsive fundraising puts the patient at the center and grows giving through personalized donor journeys. It’s the way you treat ALL your donors like major donors. Grateful patient programs utilizing responsive approaches are creating deeper connections with their donors to increase giving. And most importantly, provides an opportunity for the donor to create a legacy.

Top Learning Objectives

• Why do hospitals need grateful patient programs?
• What makes a grateful patient program successful and who is involved in the process?
• How do you track program success?
• How do you start a grateful patient program?
• What are the grateful patient program best practices?
  
  
• Erik Tomalis, Director of Business Development, Virtuous
• Steve Winesett, President, BrookGlobal
• Ron Hogue, Director of Development, Victoria Hospital Foundation
• Kathy Rabon, CFRE, CFRM, Chief Philanthropy and Marketing Officer, Suncoast Hospice Foundation

For Virtuous Customers: Do you have specific questions about the Virtuous platform? Schedule 1:1 time to meet with our training team at the Expert Bar, where they’ll answer your questions, demonstrate the solutions, and more!

Join this high-level walkthrough of Virtuous and see how it’s built for nonprofit teams like yours.

Meet us at the Main Stage for the Day 2 Closing, where we’ll unearth the biggest takeaways from the day and give you a sneak peek into the agenda for the final day of the Responsive Nonprofit Summit.

That’s a wrap on Day 2 of the Responsive Nonprofit Summit. Tune into this backstage conversation as we share the biggest moments and top takeaways learned throughout the day.