All posts by Heidi Galdys

Session 67 | 1:00 pm | Master Class: Advanced Major Gift Fundraising – Part II

ICSC Tue PM 19

Session 67
1:00 pm – 2:00 pm

Erie
Master Class: Advanced Major Gift Fundraising – Part II

Speaker: Guy Mallabone, CFRE
Chair
Canada Advances Philanthropy
Calgary, Alberta, Canada

Moderator: Peter de Keratry
Director of Stewardship and Development
Archdiocese of Oklahoma, Oklahoma

Are you ready to level-up as a mission advancement officer? Have your reached a plateau in your major gift program? Are you frustrated by your cultivations and solicitations not bearing fruit? This three-session Master Class is for experienced foundation or diocesan advancement officers. As you navigate the intricacies of moves management and the dynamics of relational, donor–centered techniques, this Master Class will help you get where you need to go in major gift fundraising.

Mr. Guy Mallabone, CFRE

Guy Mallabone is president and chief executive officer of Global Philanthropic Canada. He has served as vice president of external relations for SAIT Polytechnic and chief development officer for the University of Alberta, as well as senior fundraising positions at the Canadian Red Cross. Since 1980 he has successfully led numerous fundraising campaigns, including the $190 million It Makes Sense campaign at the University of Alberta, the $85 million Invest in Technology Campaign, and the $75 million Promising Futures Campaign.

Mr. Mallabone has taught fundraising management at Grant MacEwan College in Edmonton, is currently an adjunct professor for the master in fundraising program at the University of Bologna, Italy, and is the current vice-chair of the Government of Alberta Charitable Advisory Committee. He has delivered keynote addresses and conducted workshops at numerous international conferences in Canada, the United States, Europe, South Africa, and Australasia.

Mr. Mallabone serves on a number of boards and committees including the Carleton University Advisory Committee on Masters of Philanthropy and Non-Profi t Leadership. He holds a bachelor’s degree from the University of Calgary and a master’s degree in philanthropy and development from Saint Mary’s University in Minnesota. He obtained his Certifi ed Fund Raising Executive credential in 1995. Among his numerous publications are his best-selling book, Excellence in Fundraising in Canada, and the professional assessment book The Fund Development Audit.

Session 78 | 2:30 pm | Unraveling the Mystery of Donor Advised Funds

ICSC Tue PM 19

Session 78
2:30 pm – 3:30 pm

Huron
Unraveling the Mystery of Donor Advised Funds

Speaker: Dennis Gerber
Donor-Advised Fund Specialist
Knights of Columbus
New Haven, Connecticut

Moderator: Stephen Nicholl
Director of Development
Diocese of Trenton, New Jersey

Donor-advised funds have been around since the Great Depression, though they were not widely promoted until the 1990s. Today the use of donor-advised funds remains a relatively small part of philanthropy. But this method of charitable giving is becoming very popular. This session will explore the dynamics of donor-advised funds, how they work, why donors are using them as their preferred method of charitable giving and how a diocese or Catholic foundation can take advantage of their growing popularity.

Mr. Dennis Gerber

Dennis Gerber is the President and CEO of Knights of Columbus Charitable Fund, a newly created national community foundation that works with dioceses, religious communities, apostolates, and individual donors on philanthropic solutions. With over 15 years of experience in nonprofit management roles, he has specialized in complex philanthropic solutions for institutions as well as individuals since 2013. A graduate of Rowan University of New Jersey with a degree in legal studies, Mr. Gerber currently serves on multiple advisory boards including St. Anne’s Catholic School in Fair Lawn, New Jersey, is a director of the Delta Kappa Epsilon Club of New York, and a Leonine Fellow.

Session 20 | 10:30 am | Benefits of a Capital Campaign, Beyond the Dollars Raised

ICSC Mon AM 19

Session 20
10:30 am – 11:30 am

Michigan
Benefits of a Capital Campaign, Beyond the Dollars Raised

Speaker: Matt Vuorela
President
Steier Group
Omaha, Nebraska

Moderator: Shannan Brommer
Director of Stewardship and Development
Archdiocese of Omaha, Nebraska

The final tally on your campaign thermometer is an important benchmark of any capital campaign. But why stop there? Campaigns can serve as the springboard to bolster every area of your stewardship and development program. Learn how campaigns can fuel your planned giving, annual fund and digital giving platforms.

Mr. Matt Vuorela

Matt Vuorela is president of the Steier Group. His passion for helping the Church started at an early age due to the influence of his grandfather, Bob Matt, who was a national advocate for church development and investment in Catholic education. In the late 1970’s, Matt’s grandfather presented to the United States Conference of Catholic Bishops a need for a stronger focus on development at the diocesan level. Driven by his grandfather’s example, Mr. Vuorela has spent the last decade at the Steier Group working with Catholic parishes, schools and dioceses.

Mr. Vuorela was a marketing major at Creighton University. He and his wife, Liz, have three young children. The Vuorela family attends St. Wenceslaus Catholic Church in Omaha, Nebraska, where Mr. Vuorela coaches youth soccer and is a member of the Knights of Columbus. He enjoys golfing, playing board games with his kids, and talking about his painful experience as a contestant on Wheel of Fortune.

Session 19 | 10:30 am | Strategies for Increasing Your Enrollment

ICSC Mon AM 19

Session 19
10:30 am – 11:30 am

Sheraton Ballroom II
Strategies for Increasing Your Enrollment

Speaker: James S. Friend, Jr.
Senior Managing Director
Changing Our World
Green Bay, Wisconsin

Speaker:  Tom Farrell
Senior Managing Director
Changing Our World
New York, New York

Moderator: Debbie Benz
Associate Director
Office of Development and Stewardship
Diocese of Peoria, Illinois

Join us for a presentation on enrollment strategies that have produced results for Catholic schools in dioceses around the country from different socioeconomic areas. Hear how schools have increased their enrollment using a creative Tuition Transfer Grant Program, a tiered registration fee structure, strategic use of financial aid, new strategic messaging and many other simple but key tactics. We will also include at least 20 tactical ideas to engage your volunteer student recruitment team.

Mr. James S. Friend, Jr.

For 25 years, Jim Friend has provided service to Catholic organizations through philanthropy and ministry. He began his career in parish ministry at St. Thomas of Villanova Parish in the Archdiocese of Philadelphia. After running his first successful parish capital campaign, he consulted for the Diocese of Camden where he oversaw a two-year diocesan stewardship initiative that was recognized by the International Catholic Stewardship Council. Over the next couple of years, he conducted capital campaigns for numerous parishes around the Mid-Atlantic region.

In 2014, Mr. Friend was recruited by the Faith in the Future Foundation as its first chief development officer, and he provided oversight for all fundraising for the Archdiocese of Philadelphia’s 17 high schools and four schools of special education. By setting new standards, he led the high school system to nearly double its fundraising results over four years.

Mr. Friend is currently an Aspirant in the Diaconate formation program in the Diocese of Allentown, and remains active in his parish. He graduated with a bachelor’s degree from West Chester University and earned a master’s degree in English and publishing from Rosemont College. He and his wife, Kristin, and their three children live in the Lehigh Valley in Pennsylvania.

Tom Farrell

Over the past four decades, Tom’s work has focused primarily in the area of Catholic philanthropy. Since 1985, Tom has directed approximately 1,000 parish fundraising initiatives and three dozen major diocesan development programs. These endeavors have taken place in a combined 100 arch/dioceses across 35 states.

Prior to joining Changing Our World in 2010, Tom was the founder and CEO of Trinity Fund Raising Consultants. Established in 2001, Trinity quickly became a national leader in Catholic fundraising, with an emphasis to deliver guidance to Catholic parishes. From 1985 to 2001 Tom worked for the Martin J. Moran Company, a leading Catholic fundraising firm, where he reached the level of president.

Since joining Changing Our World, Tom has consulted with arch/dioceses including the Archdioceses of Hartford, Kansas City, Los Angeles, New York and St. Louis, and the Dioceses of Albany, Alexandria, Brooklyn, Camden, Dallas, Portland, Syracuse and Trenton. He has raised more than $1 billion for the Catholic Church.

Tom serves on the advance committee of Franklin Pierce University in Rindge, New Hampshire. He is a graduate of Franklin Pierce and lives in Smithtown, New York with his wife and sons.