Session Handouts - 2019 San Antonio Conference

This page reflects all of the handouts AFP has received to date from speakers for education sessions at the 2019 San Antonio Conference. If a particular session is not listed, that means we have yet to receive a handout from the session speaker(s).
Please note: All pre-conference Workshop materials will be provided to those registrants during the Workshops.

Click on the handout filename to download the file to your device.

A Series of Unfortunate Events: Why You Need Social Media Policies

Speakers
Alice Ferris - CFRE, ACFRE
Handouts
847socialmediapolicytemplate.doc

Amplifying Your Storytelling and Harnessing the Power of Media for Social Good

Speakers
Rebecca “Becca” Brune
Robert Rivard
Mary Walter-Brown
Handouts
801AFPPresentationMaryandBobRivard.pptx

Are You Prepared to Let Your Donors Push You Around? (Eligible for 1.25 ACFRE credits in Ethics or Leadership)

Speakers
Ian MacQuillin
Heather Hill - CFRE, CNM, AFP Master Trainer
Handouts
495HillMacQuillinDonordominance.pptx
495495HillMacQuillinDonordominance.pptx

Ask for Anything... Artfully!

Speakers
Marcy Heim - CFRE, PLCC
Handouts
820HeimAFPICONArtfulAskOutline2019.pdf

Be a Giant

Speakers
Kristina Carlson - CFRE
Handouts
713beagiant3.pptx

Better by Design: Practical Advice for Applying Donor-Centric Design Thinking

Speakers
Brock Warner
Nicole Kallmeyer
Handouts
505BetterByDesignAFPICON2019.pptx
505BetterByDesignAFPICON20191.pdf

Better Feedback Makes Better Managers (Eligible for 1.25 ACFRE credits in Management)

Speakers
Anne Melvin
Handouts
328PPPFeedbackarticleonpositivefeedback.docx

Building Donor Loyalty: Lessons From Research

Speakers
Adrian Sargeant
Handouts
832afpBUIldingDonorLoyalty.pdf

Capital Campaign Games: How Will You Face the Challenges?

Speakers
Kirsten Schachter
Nancy Mosley
Handouts
626AFPICON2019CapitalCampaignGames31719.pptx

Career Moves for Young Professionals

Speakers
Melissa Neeley
Lauren Futch
Handouts
822CareerMovesForYoungProfessionals.pptx
822PersonalInventoryEvaluationToolHandout.pdf

Considering a Capital Campaign? Six Critical Tools You Need to Lead a Successful Campaign

Speakers
Amy Eisenstein - ACFRE
Handouts
8176ToolsYouNeedforaCapitalCampaignEisenstein2019.pdf

Creating Informed Content Calendars

Speakers
John Dawe - MNA, CNP, CFRE
Handouts
838CreatingContentCalendars.pdf

Cultivation Events: A Major Key to Successful Fundraising

Speakers
Linda Lysakowski - ACFRE
Handouts
331CultivationEvents.pptx

Digital Envy: Showcasing the Best of Digital Fundraising

Speakers
Rachel Clemens
Rachel Muir
Handouts
412DigitalEnvyAFP2019MightyCitizen.pdf

Don't Be a Drag, Just Be a Queen: How to Rule With LGBTQ Donors

Speakers
Mack Campbell
Handouts
555LGBTQDonorsforweb2.pdf

Donors ARE Data: Creating A Donor-Centered Fundraising Operation (Even If You're Data-Phobic)

Speakers
Clay Buck - CFRE
Handouts
484AFPICON2019DonorsAREDataTClayBuckCFRE.pdf

Effective Cultivation Techniques: The Ties That Bind

Speakers
Anne Melvin
Handouts
325PPPCultivationBESPOKEEXAMPLESFROMTEACHING.docx
325PPPCultivation2019AFPSanAntonio12119.pptx

Embracing Innovation to Engage and Inspire Millennials and Gen Z to Give

Speakers
Elaine Stanfield
John Patton
Handouts
830AFPEmbracingInnovationtoEngageandInspireMillennialsandGenZtoGiveES.pptx

Ethics in the Age of Social Media (Eligible for 1.25 ACFRE credits in Ethics)

Speakers
Alice Ferris - CFRE, ACFRE
James Anderson - CFRE
David Tinker - CFRE
Handouts
633updatedEthicalFundraisingwithTechnologyandSocialMediaCaseStudy1.docx
633UpdatedEthicalFundraisingwithTechnologyandSocialMediaCaseStudy2.docx
633updatedEthicalFundraisingwithTechnologyandSocialMediaCaseStudy3.docx
633updatedEthicalFundraisingwithTechnologyandSocialMediaCaseStudy4.docx

Ethics: It's Fun, and It's for Everybody

Speakers
Mark Hefter - JD, LLM, CPA
Robbe Healey
Handouts
814HefterHealeyEthicsPresentation2019AFPTEMPLATE003.ppt

Face to Face With a Major Gift Donor for the First Time

Speakers
Marcy Heim - CFRE, PLCC
Handouts
819HeimAFPICONFacetoFacefortheFirsttimeOutline2019.pdf

Five Must Haves for Your Funder Site Visit

Speakers
Melissa Khamvongsa
Tara Pak
Handouts
574AFPPATH5MustHavesforyourFunderSiteVisit1.PPTX
574AFPPATHHandoutConfidentialProfile.pdf
574AFPPATH5MustHavesforyourFunderSiteVisit1.PPTX

Five Trends Shaping the Future of Events

Speakers
Carrie Johnson - DES
Handouts
909AFPICON19FutureofMeetingsandEventsHandout.pdf
909AFPICON19FutureofMeetingsandEventsFINAL.pdf

Flies Round Their Eyes: How Should We Respect Beneficaries’ Dignity While Raising the Most Money?

Speakers
Ian MacQuillin
Handouts
494MacQuillinBeneficiaryFraming.pptx

Forensic Philanthropy: What Killed Your Donor? How to Extend the Life of a Donor Relationship

Speakers
Monica Grant
Handouts
338MGrantPresentation20191.pptx

Friends With Benefits: Could Conscious Coupling Be the New Future of Fundraising?

Speakers
Allison Ramchuk
Shari Slattery
Doug Rankmore
Shelagh Turner
Handouts
627PanelPresentationConsciousCouplingAFPFINAL.pdf
627rvsd3142019PanelPresentationConsciousCouplingAFP2test.pptx

Fundraising and Social Media During a Tragedy

Speakers
David Tinker - CFRE
Handouts
8411MinuteACHIEVA.mp4
841Promenade2019v2.mp4
8412019PPTTemplate2519Tinker.pptx
841LoveLikeTheBoysCoupons.pdf

Fundraising from the Whole Community: Diversity as a Powerful Fundraising Strategy

Speakers
Hannah Berger - MPA
Armando Zumaya
Handouts
851AFPICONSIPSession2HandoutFundraisingfromtheWholeCommunityDiversityasaPowerfulFundraisingStrategy.
851FINALICONDiversityPPT.ppsx

Gateway to Healing: Exploring How Donors Deal With Grief Through Philanthropy

Speakers
Nancy Horvath
Alexis Gaiptman - CFRE
Denise Fernandes
Handouts
816AFPIconGatewaytoHealinghandout.pptx

Growing Your Giving Day

Speakers
Kathy McNeill
Michelle Bartonico
Cynthia Uviedo
Handouts
802TrinityUGrowGivingDayPresentation.pptx

How Do Great Fundraisers Become Great Managers? (Eligible for 1.25 ACFRE credits in Management)

Speakers
Nancy Racette - CFRE
Nancy Withbroe
Joshua Tobing
Handouts

How to Create Your Organization's Donor Retention Systems

Speakers
Pamela Grow
Handouts
827DonorRetentionToolkit.pdf
827DonorRetentionAFP2019.pdf
827DonorRetentionAFP20191.pptx

How to Dial Down the Overwhelm

Speakers
Danielle Collins
Handouts
368CollinsPresentationslidesHowtoDialDowntheOverwhelm33119.pptx
368CollinsHandoutsHowtoDialDowntheOverwhelm33119.pdf
368368CollinsPresentationslidesHowtoDialDowntheOverwhelm33119.pptx

How to Prepare a Crisis Communications Plan to Prevent Major-Donor and Foundation Fallout

Speakers
Marisol Barrios
Carrie Espinoza
Handouts
640Talkingpointstemplate.pdf
640CrisisCommunicationsPlanOutlinePresentation.pdf
640640AFPresentation2019.pdf
640AFPPresentation2019.pptx

How to Use AFP's Donor Giving Data to Improve Your Fundraising Results

Speakers
Jim Greenfield
Ben Miller
Handouts
439FEPMiller.pdf

How to Use Email and Social Media to Create an Exceptional First-Time Donor Experience

Speakers
Josh Hirsch
Julia Campbell
Handouts
355HowtoUseEmailandSocialMediatoCreateanExceptionalFirstTimeDonorExperience.pptx

In the Age of Wonder Woman, Why Do Men Still Rule the C-Suite? (Eligible for 1.25 ACFRE credits in Leadership)

Speakers
Linda Lysakowski - ACFRE
Tycely Williams - CFRE
Handouts
652Wonder.Women
652Wonder1.Women

Inclusion in the Age of Diversity, Part II: Beyond Recruitment

Speakers
Christina Yoon - Ph.D
Daphne Logan
Rob Henry
Mary Nemerov
Handouts
607InclusionintheAgeofDiversityPartIIBeyondRecruitment.pptx

Inside the Mind of a Major Donor

Speakers
Schuyler Lehman
Marilyn Harrington
Handouts
618AFPICON2019InsidetheMindofaMajorDonorMissionAdvancementSchuylerLehman.pptx

Introverts Unite: Unleashing the Hidden Fundraising Talents of the Most Undervalued People in the Room

Speakers
Matthew Siegel
Vinney Arora
Ann-Marie Meacham
Handouts
634IntrovertsUniteFinalSlideNotePages.pdf
634IntrovertsUniteFinal2slidesperpage.pdf

Is Prospect Research Invasive? The Structure and Ethics of Prospect Research

Speakers
Clay Buck - CFRE
Ryan Woroniecki
Handouts
485AFPICON2019IsProspectResearchInvasiveTClayBuckDonorSearchfinal.pdf

Is the Idea of Charity Getting in the Way of Change?

Speakers
Ann Rosenfield
Handouts
608RosenfieldReThinkCharityAFPICON2019DelegateVersion.pdf
608TuesdayApril28amRoom214RosenfieldTest.pptx

Islam & Philanthropy

Speakers
Muhi Khwaja - MPA, CFRE, CFRM
Sana Mahboob - B.Sc
Handouts
400IslamPhilanthropyPPT.pdf
400IslamPhilanthropySpeakersNotes.pdf

It’s a Small World After All: Best Practices in Social Media Around the Globe

Speakers
Alice Ferris - CFRE, ACFRE
James Anderson - CFRE
Handouts
839190331PeepsGlobalSocialMedia.pdf

Keep Your Social Media Stakeholders Close, But How Close?

Speakers
Kirk Laughlin
Handouts
840KirkLSocialMediaStakeholdersPeepsNestpresentation4119.pptx

Leveraging Your Organizational Brand With LinkedIn

Speakers
Scott Fortnum - MA, CFRE, ACFRE
Handouts
837AFPeepPresentationLinkedIn2019.pdf

Major Gift Cultivation and Stewardship at Special Events: It Can Work! A Case Study

Speakers
Michelle Casserly
Jennifer Smith
Handouts
321MajorGiftCultivationandStewardshipatSpecialEventsPresentation.pptx
321DonorCultivationEventGuidelines.pdf
321Emailtemplates.pdf
321LeadershipActionList.pdf
321Missionbasedhandout.pdf
321RECultivationeventtracker.pdf
3212019MHFEventsPostcard.pdf

Massive Fundraising: How to Double, Triple, or Quadruple Your Fundraising Income

Speakers
Adrian Sargeant
Handouts
831GreatfundraisingforAFP1.pdf

Me, Myself, and I: Successfully Running a One-Person Development Shop

Speakers
Barbara Talisman
Angi Francesco
Handouts
447AFPICONMeMyselfandI.pptx

Measuring Fundraising Effectiveness: The Conversations Nonprofits Aren’t Having

Speakers
Anne Wallestad
Andy Davis
Handouts
818MFEBDSAFP2019.pptx
818AFPMFECaseStudy.docx

Negotiation Techniques to Make the Right Ask, the Right Way

Speakers
Ana Flavia Godoi
Michel Freller
Handouts
502502AnaFlaviaMichelNegociationTechniquesAFP2019Handouts.pdf
502FINAL2903502AnaFlaviaMichelNegociationTechniquesAFP2019.pptx

New Trends in Donor Stewardship: Saying "Thank You" All Year Long

Speakers
Mark Chilutti
Handouts
332Thankyouletterprocedure.docx
3322018YearEndImpactReport.docx
332DrGeorgeDonorThankYoucalls.docx
332MarkChilutti2019AFPICONPresentation.pptx

Nine Ways to Turbocharge Your Grant-Seeking

Speakers
John Hicks
Handouts
337AFPICON2019NineWaystoTurbochargeYourGrantseeking4119.pdf

Our Best Donors Are Aging: Communicating and Working With Seniors

Speakers
John Jensen
Handouts
588AFP2019JensensOurBestDonorsAreAgingFinal.pdf
588AFP2019JensensOurBestDonorsAreAgingFinal033119.pptx

Overcoming Physician Objections to Grateful Patient Fundraising

Speakers
Michael Delzotti - CFRE, CSPG, FCEP
Chris Kasavich - MBA, CFRE, CAP
Handouts
834ICONGPPresentationweffectschanged3.27 F

Pay No Attention to That Woman Behind the Curtain! Direct Mail in the Land of Oz

Speakers
Holly Paulin
Handouts
733DirectMailInTheLandOfOzHANDOUTS.pdf

Practicing Gratitude, Learning From Fred Rogers, and Making Fundraising Easier and More Joyful

Speakers
Alan Friedman
Handouts
519AFPGratitudePresentation.pdf
519GratitudePPT.PPTX

Ready, Set, Succeed: Effective Onboarding for Fundraising Professionals

Speakers
Alice Ferris - CFRE, ACFRE
James Anderson - CFRE
Handouts
629VitalStatsworksheet.pdf
6291904EffectiveOnboarding.pptx

Rebels, Renegades, and Pioneers / You Didn’t Say That!? Challenging Fundraising Discussions

Speakers
Barbara Talisman
Clay Buck - CFRE
Keri Kae Almstead
Ken Miller
Antonia Makkar
Handouts
673AFPRebelssaywhat1.pdf
673AFPRebelssaywhatResources1.pdf

Small Shop Survival Guide: How to Build a Thriving Fundraising Program Alone(ish)

Speakers
Cindy Wagman
Handouts
409SmallShopSurvivalGuidebyCindyWagman.pdf

Social Listening for Deeper Donor Engagement

Speakers
Josh Hirsch
Julia Campbell
Handouts
354SocialListeningforDeeperDonorEngagement.pptx

Social Styles in Fundraising for the Emerging Fundraiser

Speakers
Tony Beall
Krista Berry Ortega - MS
Handouts
850AFPICONSIPSession1HandoutSocialStylesPersonalActionPlan.pdf
850FINALICONSocialStylesSupplementalHandoutTipSheet.pdf
850FINALICONSocialStylesPPT.ppsx

Stewarding Donors With Dementia (Eligible for 1.25 ACFRE credits in Ethics)

Speakers
Robert Hofmann - MA, CFRE
Jolene Hyppa-Martin
Handouts
429HyppaMartinHofmann2019Handout.AFP ICON
429HyppaMartinHofmann2019AFPICONPPT.pptx

Storytelling for Board Members: The Key to Unleash New Energy and Commitment

Speakers
Gail Perry
Lori Jacobwith
Handouts
648AFPICON2019GailPerryLLJacobwithStorytellingForBoard.pdf

Storytelling in the Real World

Speakers
Leah Eustace - MPhil, MInstF, CFRE, ACFRE
Alice Ferris - CFRE, ACFRE
Michael Delzotti - CFRE, CSPG, FCEP
Laura Amerman
Handouts
625StorytellingSlideDeck.pdf

Strategies to Successfully Undergo a Digital Transformation

Speakers
Lori Freeman
Jarrett O’Brien
Kelli Hudson
Handouts
828SalesforceAFP033119.pdf
828850FINALICONSocialStylesPPT.pptx

Stupid Nonprofit Ads: What Great Fundraisers Can Learn From the Best of the Worst

Speakers
Jeff Brooks
Handouts
780StupidNonprofitAdsPresentation.pdf

Sustainable Leadership for Mission Impact

Speakers
Sally Blue
Handouts
528PresentationSallyBlueApril22019.pptx

Tax Reform and the Impact on Giving

Speakers
Nathan Dietz - Ph.D.
Jon Biedermann
Handouts
849AFP2019TaxReformandtheImpactonGivingDonorPerfect.pptx
849AFP2019TaxReformandtheImpactonGivingDonorPerfect1.pdf

The 5-Step Foolproof Method for Any ASK!

Speakers
Laura Fredricks - JD
Handouts
451PresentationPPTTemplate2019.pptx

The Analytics Journey Throughout Your Campaign

Speakers
Marianne Pelletier
Handouts
535PelletierICON20190401.pdf

The Annual Campaign: Doing It Well and Then Doing It Even Better Next Year

Speakers
Jane Stein - M.B.A.
Handouts
7452019AnnualCampaignFinal.pptm

The Blueprint for Fundraising Career Success

Speakers
Mazarine Treyz
Handouts
444TheBluePrintForFundraisingCareerSuccess.ppt

The Brain TRUST: Working Productively With Your President/Executive Director and Board

Speakers
Tim Kubatzky
Susan Nold - JD
Nikisha Baker
Handouts
424AFPICON19.pptx

The Color of Money

Speakers
Shawn Wills
Lenita Dunlap
Handouts
606TheColorofMoneyDiversifyingYourBoardDonorBase.pptx

The Donors of Tomorrow: Effective Ways to Engage Young Donors

Speakers
Rachel Clemens
Caroline Fothergill
Handouts
414TheDonorsofTomorrowMightyCitizenAFP2019.pdf

The Five Strategic Planning Tools That Lead to Fundraising Success!

Speakers
Jennifer Oyer
Handouts
675THE5STRATEGICPLANNINGTOOLSTHATLEADTOFUNDRAISINGSUCCESS.pptx
675THE5STRATEGICPLANNINGTOOLSTHATLEADTOFUNDRAISINGSUCCESSPRESENTATIONDECK.pdf
675THE5STRATEGICPLANNINGTOOLSTHATLEADTOFUNDRAISINGSUCCESSARIELFONT.pptx

The New Science of Fundraising: Neuroscience, Behavioral Economics, and Fundraising (Eligible for 1.25 ACFRE credits in Management or Leadership)

Speakers
Bernard Ross
Alan Hutson - MPA, CFRE
Thomas Kurmann
Handouts
532EASIESTFramework.pdf

The Next Generation of Giving

Speakers
Ashley Thompson
Handouts
809NextGenerationofAmericanGivinghandout.pdf
809NextGenerationofGivingSlides.pdf

The Perfect Match: Corporate Volunteers Will Make Donors “Walk Into Your House”

Speakers
Carlos Madrid
Leticia Becerril-Palacios - Other
Handouts
728ThePerfectMatchCorporateVolunteers.pptx
728ThePerfectMatchCorporatevolunteers1.pdf
728ThePerfectMatchCorporatevolunteersfinaltestcompressed.pptx

The Power of Strategy Maps to Transform Fundraising (on a single sheet of paper) / (Eligible for 1.25 ACFRE credits in Management)

Speakers
Bernard Ross
Alan Hutson - MPA, CFRE
Thomas Kurmann
Handouts
763StrategyMapsDownload.pdf
763StrategyMapforaFundraisingConference.pdf
763MSFMexicoStrategyMap.pdf

The Robots Are Coming: Artificial Intelligence and the Future of Fundraising

Speakers
Dustin Pitts
Andrea Schiller
Handouts

The Secret Sauce That Turned $100 Per Month Into $6.5 Million

Speakers
Nancy Horvath
Tanya Tucker
Handouts
340AFPICON2019SecretSaucePresentationMarch282019.pptx

The Seven Deadly Sins of Cause Sponsorship

Speakers
Chris Baylis
Handouts
342AFPICONSEVENDEADLYSINS.pptx

The Social Media Sweet Spot: The Right Story, the Right Format, the Right Channel

Speakers
Chad Barger - CNP, CFRE
Handouts
84219.04
842ChooseASocialMediaPlatformsForYourBusiness.png

Thriving as a Fundraiser in Work and Life

Speakers
Diane Lloyd - CFRE PCC
Handouts
459ThrivingasaFundraiserDianeLloydAFPICON2019.pptx
459ThrivingasaFundraiserHandoutAFPICON2019.pdf

Through the Looking Glass: Articulating Your Identity as a Professional Fundraiser (Eligible for 1.25 ACFRE credits in Leadership)

Speakers
Sarah Nathan
Genevieve Shaker
Handouts
330ThroughtheLookingGlasshandout.pdf

Tips & Tricks to Make Your Small Shop Bigger, Faster

Speakers
B.Michael McFarland
James Phelps
Jim McBride
Handouts
481AFPICON2019TipsTrickstoMakeYourSmallShopBiggerFasterHandout.pdf
481AFPICON2019TipsTricksToMakeYourSmallShopBiggerFasterPPTv2.pdf

Use the New 2019 Corporate Social Responsibility Trends to Win More Sponsorships

Speakers
Maureen Carlson
Chris Perry
Handouts
376CatalistAFPICONTrendsInCorporateSocialResponsibility.pdf

Using Facebook and Instagram to Boost Your Legacy Program

Speakers
Ligia Pena - M.Sc., CFRE
Handouts
846FBIGforLegacies.pdf

Using Storytelling in Planned Giving: New Findings on Storytelling and Gifts in Wills

Speakers
Claire Routley
Russell James - J.D., Ph.D.
Handouts
382UsingStorytellinginPlannedGiving.pptx

Who Can I Run to? Building Your Mentor Network

Speakers
Cherrelle Duncan
Amber Rangel
Handouts
758AFPIcon2019WhoCanIRunTo1.pptx
758ResourcesAFPIcon2019WhoCanIRunTo.pdf

Why Your Donor Doesn't Want to Meet, and What You Can Do About It

Speakers
Aimée Lindenberger
Handouts
477AFPICONWhyYourDonorDoesntWantToMeetALindenberger.ppt

Young Professionals and Junior Boards: Beyond the Kids' Table to Meaningful Engagement

Speakers
Sarah Willey
Corinne Austin
Handouts
357AFPICON2019YoungProfessionalsandJuniorBoards.PPTX
357MIR20131.pdf
357AFPYPBResourceList.pdf

Your Money Is Tight Because Your Staff Isn't Right (Eligible for 1.25 ACFRE credits in Management)

Speakers
Fayruz Benyousef
Pam Owens
Handouts
449AFPConferencePresentation2019YourMoneyisTight.pdf

“Hello Mr. Zuckerberg. Can We Have a Relationship?” (Eligible for 1.25 ACFRE credits in Ethics)

Speakers
Peter Lewis
Amanda Bringans
Handouts
800AFPpresentationPLAB31March2019.pptx
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