All posts by Susie Boone

Session 52 | 10:00 am | Generosity Beyond Parish Walls

ICSC Tue AM 19

Session 52
10:00 am – 11:00 am

Chicago Ballroom IX
Generosity Beyond Parish Walls

Speaker: Marie Ferman
Evangelization & Catechesis Specialist
USCCB, Secretariat of Evangelization & Catechesis
Washington, DC

Speaker: Nicole Germain
Assistant Director for Promotions
USCCB, Office of National Collections
Washington, DC

Moderator:Ann Marie Calka
Membership Associate
ICSC
Dearborn Heights, Michigan

“Stewardship is an expression of discipleship, with the power to change how we understand and live out our lives.” This session will explore how exercising stewardship in our parish and local communities transforms us into active participants in the Church’s missionary efforts around the world. In this session, staff from the USCCB will walk you through strategies and methods of engagement that resonate with parishioners including young adults. Come and share ways we can work collaboratively. Together, we can inspire generosity and solidarity beyond our parish walls.

Ms. Marie Ferman

Marie Ferman is an evangelization and catechesis specialist at the United States Conference of Catholic Bishops. Previously, she worked in a Catholic church in Silver Spring, Maryland as the coordinator of faith formation and director of youth ministry. She earned a master’s degree in systematic and moral theology from Christendom College’s Graduate School of Theology and her bachelor’s degree in theology from Catholic University of America.

Ms. Nicole Germain

Nicole Germain is the assistant director for promotions in the Office of National Collections at the United States Conference of Catholic Bishops. Previously, she founded MJG Communications, a public affairs and marketing company in Baltimore, Maryland. Ms. Germain has more than 20 years experience in marketing and communication. She has held leadership positions in public affairs and marketing at the Ethics Resource Center and Catholic Relief Services. She earned a master’s degree in public communication from American University in Washington, DC.

Session 50 | 8:30 am | Unleash the Power of your Database: Appeal Segmentation and Variable Messaging

ICSC Tue AM 19

Session 50
8:30 am – 9:30 am

Michigan
Unleash the Power of your Database: Appeal Segmentation and Variable Messaging

Moderator and Speaker: Steve Schons, CFRE
Director of Stewardship
Diocese of Fargo, North Dakota

Speaker: Monica Herman
Executive Director
Catholic Foundation of Southern Minnesota
Winona, Minnesota

Speaker: Tom Struthers
Inspired Gifts Specialist
TurnKey Direct Marketing
Excelsior, Minnesota

Talking to your donors individually is the key to maximizing both appeal response and donor lifetime value. This session will present common segments of your database worth the effort to variable message and ask. We will cover practices that increase participation of new donors and challenge existing donors to give at higher levels. Your donors will feel appreciated and more connected to your mission. Best practices for managing the complexity of segmentation will also be given.

Mr. Steve Schons, CFRE

Steve Schons is director of stewardship and development and president of the Catholic Development Foundation for the Diocese of Fargo, positions he has held since 2009. Prior to joining the Diocese of Fargo, he worked as director of planned giving for a Fargo-based private nonprofit for 11 years. His accomplishments include surpassing annual appeal goal every year with a 40 plus percent participation rate and increasing foundation assets from $22 million to $69 million. Mr. Schons holds the CFRE credential and is a member of the Association of Fundraising Professionals (AFP) and the Knights of Columbus at his home parish of Sts. Anne and Joachim in Fargo, North Dakota.

Ms. Monica Herman

Monica Herman currently serves as executive director of the Catholic Foundation of Southern Minnesota in Winona, Minnesota. She previously held the position of director of stewardship/development and communication for the Diocese of Winona-Rochester. Prior to her work in Winona, Minnesota she was involved in stewardship and development with Catholic foundations, schools and hospitals. She currently lives in Arcadia, Wisconsin with her husband, Alan, and their beloved French bulldog, Norman. Together they have two grown children.

Mr. Tom Struthers

Tom Struthers started Turnkey Direct Marketing in 1998 and has gone on to serve nonprofit causes exclusively for 22 years, including raising hundreds of millions of dollars through Catholic diocesan appeals. He brings a wealth of response expertise and best practices to the appeal production process.

Mr. Struthers and his wife, Kari, have been married for 31 years. They are active in marriage mentoring, seminarian formation, Eucharist ministry, and Bible study at St. Victoria Parish in Victoria, Minnesota. He holds a bachelor’s degree in business administration from Texas Christian University and an MBA from the University of St. Thomas.

Session 49 | 8:30 am | Challenges to Donor Retention in School Development

ICSC Tue AM 19

Session 49
8:30 am – 9:30 am

Sheraton Ballroom II
Challenges to Donor Retention in School Development

Speaker: Frank Glowaty
Advancement Director
Saints Peter and Paul School
Naperville, Illinois

Moderator: Ann Marie Calka
Membership Associate
ICSC
Dearborn Heights, Michigan

New donor acquisition is the subject of an array of articles and conferences in the nonprofit industry. But the industry also reports that three out of every five donors to private schools leave and never come back. Thus, the importance of donor retention. This session will discuss the challenges to donor retention in school development and offer ways to retain and improve donor retention rates.

Mr. Frank Glowaty

Frank Glowaty has been an elementary educator in the Diocese of Joliet, Illinois for over 45 years. He has experience as a teacher, coach, advancement director and principal. In his capacity as advancement director at Saints Peter and Paul School in Naperville, Illinois he has been instrumental in the creation of three endowments, capital improvement, tuition assistance, and teachers, with a combined corpus of $15 million.

In addition to his teaching and administrative experience, he has conducted numerous parish, school board, and diocesan workshops and in-services throughout the Diocese of Joliet and the Archdiocese of Chicago. As an adjunct with Catholic School Management, he has also been part of several summer certificate programs offered at the University of Notre Dame. He is past-president of the Joliet Diocesan Principals’ Association and his speaking experience includes nine NCEA conventions. Mr. Glowaty holds degrees from Lewis University and St. Xavier College. He has been trained for institutional development by Catholic School Management, Robert F. Sharpe & Company, and the Chicago Council on Planned Giving.

Tuesday | Oct 8

Uncategorized

Continental Breakfast with Exhibitors

7:30 am – 8:30 am
Exhibit Hall – Riverwalk

Session 41 – 50

8:30 am – 9:30 am

Break 

9:30 am – 10:00 am

Session 51 – 60

10:00 am – 11:00 am

Lunch Break

11:00 am – 1:00 pm

Session 61 – 70

1:00 pm – 2:00 pm

Break 

2:00 pm – 2:30 pm

Session 71 – 80

2:30 pm – 3:30 pm

Concelebrated Liturgy

4:30 pm – 5:45 pm
Sheraton Chicago Ballroom IV – VII

Reception with Exhibitors

5:45 pm – 7:00 pm
Exhibit hall – Riverwalk

ICSC Strategic Partners Gala Dinner

7:30 pm – 9:30 pm
Sheraton Chicago Ballroom IV – VII

Speaker:
Dr. Carolyn Woo

Session 80 | 2:30 pm | How to Increase Annual Giving While Conducting a Capital Campaign

ICSC Tue PM 19

Session 80
2:30 pm – 3:30 pm

Michigan
How to Increase Annual Giving While Conducting a Capital Campaign

Speaker: Denis Greene, CFRE
President
Church Development
Kansas City, Missouri

Moderator: Shaun Riedell
Director of Development
Diocese of Springfield, Illinois

“We need a capital campaign, but our parish is barely paying operating costs. We can’t afford a potential decrease in annual giving.” Is this your parish? You might be surprised to learn that when based on prayer and parishioner engagement, a capital campaign can increase annual giving. This session presents seven principles of growing a culture of generosity during a campaign to set your parish up for success long after your fundraising consultants are gone

Mr. Denis Greene, CFRE

Denis Greene began working in the nonprofit development field in 1981. He founded Church Development in 1992 after a near-death experience motivated him to integrate his faith, education and skills in work that served the church and the virtue of stewardship. His undergraduate and graduate studies are in organizational development and he was awarded the CFRE professional designation by the Association of Fundraising Professionals. He has helped over 200 nonprofits across the USA raise more than $200,000,000. Mr. Greene is a member of the National Association of Church Business Administrators. He is the author of The Stewardship System, Stewardship-Based Capital Campaigns, and How to Ask for Donations as well as numerous articles on stewardship.

Session 79 | 2:30 pm | Using Data to Create Marketing Strategies for Students and Donors

ICSC Tue PM 19

Session 79
2:30 pm – 3:30 pm

Sheraton Ballroom II
Using Data to Create Marketing Strategies for Students and Donors

Speaker: Kathleen Dalsaso
Chief ROI Officer
ROI Dataworks Inc.
Golden, Colorado

Moderator: Debra Leaverton
Director of Stewardship and Partner Success Officer
Orange Catholic Foundation
Garden Grove, California

Data is a valuable asset to Catholic schools, dioceses and Catholic foundations, and the proper manipulation of this data can help you go a long way toward achieving your revenue goals. The challenge is that data comes in different shapes, sizes and systems. This session will help you unlock the mystery of data by learning simple tools to put the data pieces together and solve the puzzle. The session will review school, parish and foundation case studies with metrics and tools to show you how to achieve your revenue goals.

Ms. Kathleen Dalsaso

Kathy Dalsaso is the cofounder and president of ROI Dataworks Inc. and ROI Links, LLC. Prior to starting ROI Dataworks, she worked as vice president of marketing strategy and analysis for a direct marketing agency in Chicago, Illinois. Ms. Dalsaso has worked with a vast number of industries, from Fortune 100 to small niche companies, including banks, airlines, universities and most notably nonprofits which include Catholic dioceses, Catholic Charities agencies, Redemptorists, AIDS Foundation, American Cancer Society, McCormick Foundation, and Humane Society. Data analytics is the cornerstone of Ms. Dalsaso’s success. She holds a bachelor’s degree in marketing with a minor in economics from the University of Colorado, Boulder, and a master’s degree in hotel administration from the University of Nevada Las Vegas, specializing in revenue management / finite inventory analytics. She speaks about data at both national and regional DMA events and as an instructor for database marketing for the Rocky Mountain Direct Marketing Association.

Session 77 | 2:30 pm | Master Class: Making the Meeting Matter

ICSC Tue PM 19

Session 77
2:30 pm – 3:30 pm

Erie
Master Class: Making the Meeting Matter  

Speaker: Robert Anderson

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

I got the meeting, but now what?  Personal visits continue to be critical to successful development efforts.  Discussion, tips, goals, and strategies on making the most of the personal solicitation visit with prospects and donors.

Robert Anderson

Rob Anderson is the senior director of mission at Catholic Extension, a national nonprofit organization focused on supporting the growth of the Catholic Church in mission dioceses in the United States. Mr. Anderson works with Catholic Extension’s 85-plus mission dioceses to coordinate over $20 million in financial assistance provided annually to areas of each diocese’s greatest needs. He also manages the Seminarian Endowment Challenge, which has created over $9 million in long-term seminarian education endowments over the last four years, as well as leading initiatives for Catholic school leadership, prospect research, and Catholic Extension’s annual Lumen Christi Award. Mr. Anderson previously worked in development at Loyola Marymount University in Los Angeles (LMU) for 11 years. While at LMU, he raised over $4 million in total funding for LMU athletics, receiving three CASE VII awards for excellence in educational fundraising, and managed the university’s leadership donor programs’ annual giving team. He holds both a bachelor’s degree and an MBA from LMU.

Session 76 | 2:30 pm | How to Work for the Church and Still Keep Your Faith

ICSC Tue PM 19

Session 76
2:30 pm – 3:30 pm

Superior
How to Work for the Church and Still Keep Your Faith

Speaker: Renée Underwood, CFRE
Associate Director of the Advancement Foundation
Diocese of Fort Worth, Texas

Moderator: Cande de Leon
Executive Director
Office of Mission Advancement
Diocese of Phoenix, Arizona

This session is just right for those who exercise leadership both at diocesan and parish levels. It gets to the heart of our day-to-day joys and struggles working for the institutional Church. Come and be prepared to experience a good mix of humor, practical tips and the kind of spiritual uplift we all need.

Ms. Renée Underwood, CFRE

Renée Underwood has served in stewardship, development and Catholic foundation management roles for dioceses since 2009. She currently has responsibility for annual and planned giving for the Diocese of Fort Worth as associate director of its Advancement Foundation. Current vice chair and board member of ICSC representing Region X, she has extensive experience in leading high performing teams. Prior to her nonprofit career, she served in advertising, marketing and executive management roles. Ms. Underwood holds a bachelor’s degree from Texas Tech University, an MBA from The University of Texas at Dallas and has completed additional graduate studies toward a master’s degree in pastoral studies from Loyola University New Orleans. Ms. Underwood is a widow, a mother and grandmother. She is a spiritual director, a Lady of the Equestrian Order of the Holy Sepulchre of Jerusalem Commander and a Lay Dominican.