Name: DonorPerfect Community Conference 2025
Start: 03/06/2025 01:00 PM +00:00
End: 04/06/2025 10:00 PM +00:00

Since 2007, DonorSearch has provided nonprofit organizations with the information and support that they need for greater fundraising success. Trusted by more than 7,000 active users, DonorSearch is the go-to prospect research company for finding philanthropic information on leading philanthropists.
In 2021 DonorSearch emerged as the de facto leader of nonprofit premium machine learning solutions with the introduction of DonorSearch Ai. In 2022, DonorSearch also became the first to democratize AI/ML solutions to nonprofits of all sizes through their proprietary datasets and models. As of February 2022, all DonorSearch screening services include rankings that go beyond wealth, philanthropy, and connections. DonorSearch now delivers data-driven, science-based scores using client-provided information to measure prospect/donor engagement.
DonorSearch services and products are provided in the form of sophisticated visualization tools, data warehousing, CRM integrations, electronic screenings, detailed prospect profiles, acquisition services, and exceptional client support.

DonorSearch

Every DonorPerfect system comes with a Constant Contact account*, allowing you to take advantage of top-rated email marketing tools that fit right into your everyday fundraising operations. Your donor data is automatically synced with Constant Contact so you can focus on your communication strategy - create segmented lists to target important donor groups, customize pre-made templates to your mission, and track engagement on a real-time analytics dashboard.
- Access 30 fundraising email templates written just for DonorPerfect users - Create professional emails with no design or coding needed - Segment your email list to send targeted messages with ease - Track opens, clicks, and bounces using the analytics dashboard - Boost online giving with email buttons that link to your donation form - Build a responsive website that supporters can access on any device - Brand your emails and website to build trust in your organization
 *If you already use Constant Contact, there&rsquo;s no need to keep up with multiple subscriptions - in most cases, we can roll the existing account into your DonorPerfect bundle for significant savings. Our robust connectivity with Constant Contact gives you the power to say the right things to the right people by syncing donor records and emailing contacts automatically.

Constant Contact

Sage is a global company offering accounting and business management software solutions for small to medium-sized organizations. Our flagship cloud solution, Sage Intacct for Nonprofits is a comprehensive financial management solution that streamlines grant, fund, project, and donor accounting while delivering real-time visibility into KPIs. As a DonorPerfect strategic partner, we are announcing the launch of Sage Intacct Fundraising powered by DonorPerfect. This is a new offering by Sage and DonorPerfect that combines the best fundraising solution with the best fund accounting solution. This new offering helps nonprofits strengthen stewardship, build influence, grow funding, and achieve mission success.
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Sage

Microsoft Tech for Social Impact is dedicated to providing affordable and accessible technology to help nonprofits of all sizes achieve their mission. That&rsquo;s why we offer grants and discounts for our products and services to eligible nonprofits around the world, including solutions like Azure, Dynamics 365, and Microsoft 365, as well as solutions custom-built for nonprofits like Fundraising and Engagement for Dynamics 365 Sales.&nbsp;

Microsoft TSI

We are Givecloud, a human-first tech company that is passionate about empowering nonprofits worldwide with innovative fundraising solutions. Our mission is to help World Changers focus on their mission, not their admin. With our platform, nonprofits can enhance the way people give and experience fundraising, leading to increased donations, advocacy, and loyalty.
Trusted by over 2000 organizations, we are committed to delivering first-in-class innovation, reliable technology, and exceptional customer support to help you achieve your fundraising goals and put the fun back in fundraising!
Our goal is to help you do your life's best work. Givecloud ensures that more and more nonprofits are freed up to make a difference in the world. Together, we can eradicate diseases, end human trafficking, control the climate, protect wildlife, and ensure fewer philanthropic resources are wasted. As the leader in fundraising solutions, we optimize the generation of loyal, generous, and easy-to-manage support for your mission. Our design-first experiences leave donors in total awe, resulting in an increase in average donation amounts, monthly donors, and donor coverage revenue.
Over the past ten years, thousands of organizations have trusted our technology and leadership in Design First Engagement to raise hundreds of millions of dollars. Will you be next? The proof is in the pudding: $500 million in fundraising, over 2 million delighted donors, 2000+ impact-driven nonprofits, and 72% fundraising growth.
Our mission is to untie the hands of World Changers like you. By building better relationships through intentional and trusted engagement, leveraging technology to streamline operations, and allowing you to focus more money on your mission, we will increase the impact of our world's charities and nonprofits. We serve people, and we are here to help people.

Givecloud

Conference Resources

We&rsquo;re a total payments solution for credit, debit, and e-check (ACH) transactions. Using innovative technology and PCI-DSS level 1 security, we strive to offer a seamless experience for both clients and merchants.
DonorPerfect Payment Services is built with you and your clients in mind as we specilaize in integrated payments in the non-profit sector.
Our team of dedicated payments experts has years of experience working with non-profits and integrated payments, so you can exepct us to have the answers to any questions you have.&nbsp;
Servicing over 5,000 non-proft merchant accounts, DonorPerfect Payment Services has been a leader in the integrated payments industry for nearly 20 years, and will continue to shape its future through smart innovations and unparalleled customer experiences.

DonorPerfect Payment Services

DonorPerfect Sales

At the heart of fundraising isn&rsquo;t just money&mdash;it&rsquo;s connection. But why do some relationships with donors feel deep and meaningful, while others feel transactional and exhausting? Science shows that real, lasting connection starts with self-alignment. We must know ourselves before we can authentically connect with our organizations and, ultimately, our donors.&nbsp;
In this opening session, we&rsquo;ll break down the three layers of connection using a powerful concentric circles model:&nbsp; Self-connection &ndash; How nervous system regulation, self-awareness, and mindset impact fundraising success.&nbsp; Organizational connection &ndash; How alignment within your nonprofit&rsquo;s culture and values strengthens fundraising effectiveness.&nbsp; Donor connection &ndash; How neuroscience and behavioral science shape donor trust, engagement, and giving behaviors.&nbsp; You&rsquo;ll learn:&nbsp; How self-awareness and nervous system regulation impact your ability to connect authentically with funders.&nbsp; Why alignment within your organization matters for donor trust and long-term engagement.&nbsp; The science-backed principles that create true donor connection&mdash;beyond just better emails or asks.&nbsp; This session will set the foundation for the entire day, helping you rethink how connection&mdash;not just strategy&mdash;fuels fundraising success.&nbsp;

Mallory Erickson

The Science of Connection: Aligning Yourself, Your Organization, and Your Donors for Lasting Impact

Most people aren&rsquo;t giving monthly for one simple reason&mdash;we&rsquo;re not asking them to! In this fast, fun, and no-fluff session, we&rsquo;ll shake up the way you think about your fundraising asks and show you how to create a monthly giving value proposition that actually inspires a connection with your mission. You&rsquo;ll learn how to take your same one-time donation language and flip it into a must-join, can&rsquo;t-resist monthly giving offer&mdash;one that makes donors feel like VIP insiders rather than passive supporters.
Walk away with a simple (but wildly effective) framework to turn one-time donors into loyal, impact-driving subscribers today. Let&rsquo;s flip the ask and watch your monthly giving soar!

Dana Snyder

Flip the Ask: This Tiny Tweak Fuels Monthly Giving Growth

Recurring giving is more than a fundraising tactic&mdash;it&rsquo;s an opportunity to build enduring, values-driven relationships with your donors. In this uplifting and practical session, Givecloud founder Josh Bloomfield shares five powerful shifts&mdash;part mindset, part mechanics&mdash;that help organizations move beyond convenience and into genuine connection. Rooted in the Trustraising philosophy and backed by real campaign data, this session offers both a fresh perspective and a proven roadmap for growing monthly giving programs that foster loyalty, trust, and lasting support.

Josh Bloomfield

Reimagining Recurring Giving: 5 Shifts to Deepen Connection and Drive Lasting Support

AI is transforming how nonprofits work, but how do we measure its true impact? In this session, we will explore a simple yet powerful approach to designing your own AI evaluation plan&mdash;ensuring it aligns with your mission, values, and goals. Through examples, we will break down key steps, essential questions, and how to bring teams together. AI should serve as a tool for meaningful progress rather than just another tech trend. This session gives you the mindset and recipe to evaluate AI with clarity and purpose.

Meena Das

Connecting Your Tech & Team: How to Align AI Work with Mission Goals

That old saying &ldquo;math doesn&rsquo;t lie&rdquo; is particularly true when it comes to fundraising: 1) it&rsquo;s far more cost effective to retain a donor than it is to acquire a donor, and 2) donor retention rates across all nonprofits continue to plummet. In this session, we&rsquo;ll explore how focusing on donor values, rather than their wallets, can dramatically improve retention rates.&nbsp;
This session provides practical planning tools and strategic frameworks that transform one-time gifts into lasting relationships. You'll leave with actionable steps to implement a retention strategy that honors donors as partners in your mission, backed by current statistics that prove why retention deserves your attention. Bring your challenges and questions as we collaboratively build retention plans that create genuine connection in an increasingly transactional world.

T. Clay Buck

Values Over Valuables: Creating a Donor Retention Plan That Turns Transactions into Transformations

Join DonorSearch COO Sarah TeDesco for a compelling look at how prospect research has evolved and where it&rsquo;s headed. From the foundational practices of traditional screening to today&rsquo;s game-changing advancements in AI, we&rsquo;ll explore how the field has transformed to meet the needs of modern fundraisers. Discover how combining time-tested strategies with innovative technology can sharpen your prospecting efforts, reveal high-potential donors, and supercharge your fundraising success.

Sarah TeDesco

Bridging Tech Eras: Integrated AI with Tried and True Screening Methods

As agentic AI prepares to turn processes and tasks into commodities, where does your personal agency fit in? In this dynamic 15-minute talk, Tim Lockie reveals his acclaimed "trampoline model" for maintaining influence and relevance in rapidly evolving technological landscapes.
You'll discover how to distinguish between what you can control and what you must accept when AI systems become increasingly autonomous. Rather than being paralyzed by fears of replacement, you'll learn how domain expertise becomes your competitive advantage when paired with AI literacy.
Join us to explore the powerful intersection between human agency and artificial agents, and leave with a clear framework for bouncing forward instead of being bounced out in the AI revolution.
Key Takeaways A practical model for maintaining personal agency amid technological disruption Strategies to position your expertise as complementary to, not replaceable by, AI agents A clear path from technology anxiety to confident, curiosity-driven action

Tim Lockie

Agency in the Age of Agents: Navigating the Human Stack When AI Takes the Wheel

Microsoft

You know you've got a great cause people should be donating to and yet, your emails aren't bringing in donations. What's up with that? Chances are your emails just aren't grabbing readers' attention like they need to.&nbsp;
In this session, fundraising copywriter Vanessa Chase Lockshin is going to give you a rundown on how to write an attention-grabbing first sentence that get readers engaged and donating.&nbsp;

Vanessa Chase Lockshin

Here's The Thing To Know About Email: How to Connect with Readers Right from the Start

If your experience was anything like mine, you met a lot of new classmates in middle school. The people you became friends with were those you had something in common with, saw regularly, enjoyed learning more about, wanted to get more involved with, and spent time with. Donor engagement is a lot like that! It starts with a first encounter and grows from there - if it&rsquo;s properly nurtured. The relationship develops based on the donor&rsquo;s interests, your mission, the ways you interact, and how and when you follow through. You stick with good friends through thick and thin. Similarly, successful nonprofits stay with their donors through all circumstances - even in challenging times. The organizations that remain consistent will emerge from difficult periods with loyal donors who are grateful we continued to engage them, even if their giving shifted in the short term.
Participants in this session will:
- Explore donor engagement tactics from transactional to high-touch relationship. - Review generational contact and engagement preferences. - Develop potential action plans for maintaining strong relationships in uncertain times.

Robbe Healey

Stay the Course: Individual Giving Tactics for Changing Times

Marketing has the power to amplify your mission, connect with your community, and fuel your fundraising&mdash;but it doesn&rsquo;t have to be complicated. At its core, marketing is simply about sharing your story with the right people&mdash;and great storytelling is what fuels meaningful fundraising. In this session, we&rsquo;ll break marketing down into approachable, practical steps that any nonprofit can use to raise awareness, engage supporters, and grow its impact. You&rsquo;ll see how marketing and fundraising work hand-in-hand to create deeper connections with the people who matter most. No jargon, no big budgets required&mdash;just simple strategies to help you tell your story with confidence and inspire action.

Thomas Nettesheim

From Story to Support: How Marketing Powers Nonprofit Growth

Are we truly making the impact we dream of, or have we settled into a comfort zone of safety and compliance? Have we lost sight of our greater purpose? Are we merely checking boxes, or are we truly transforming lives and communities? Join us on a journey of thinking bigger, bolder, and braver. Reconnect with why you do this work; Gain insights by asking brave questions about your organization; Identify what big, bold, audacious goal you might aim for if you knew you could not fail; Get thought-provoking questions to engage your executive and board leadership in thinking bigger, bolder, and braver!&nbsp;
Learning Outcomes:
&middot; Develop a growth mindset that embraces risk-taking, innovation, and disruptive thinking &middot; Identify and overcome limiting beliefs and self-imposed barriers &middot; Craft a compelling, aspirational vision that inspires and galvanizes stakeholders &middot; Leverage design thinking principles to develop innovative solutions to complex challenges &middot; Build a culture of experimentation, learning, and continuous improvement &middot; Cultivate resilience and perseverance in the face of setbacks and failures

Tammy Zonker

Reconnecting with Your Work: How to Think Bigger, Bolder, and Braver

Join us for discussion of how nonprofit organizations can bridge the gap between finance and fundraising to drive mission success. In this session, we'll share best practices for aligning fundraising efforts with financial strategies, ensuring that organizations can efficiently track donations, manage grants, and optimize their budgeting processes. We&rsquo;ll highlight how integrated systems provide real-time visibility into financial data, empowering fundraising teams to make informed decisions and drive sustainable growth.&nbsp;
Key takeaways:&nbsp; - Gain practical tips on improving communication between departments, fostering collaboration, and ensuring financial accountability&nbsp; - Learn how development and finance leaders can better strategize together using metrics and reporting to help the organization diversify revenue, improve efficiency, and grow impact.&nbsp; - Maximize the impact of fundraising efforts

Michael Blanton

The Growth Equation: Fundraising + Finance = Healthy Growth

In today&rsquo;s fast-paced nonprofit landscape, building authentic connections is the key to driving meaningful change. In this keynote, Floyd will uncover the hidden power of three crucial connections that every nonprofit must foster: your connection to your project, your people, and your purpose. These aren&rsquo;t just buzzwords&mdash;they are the core pillars that fuel long-term growth, deepen donor relationships, and create lasting impact for your mission. Through personal stories, real-world examples, and actionable strategies, you&rsquo;ll learn how to align your nonprofit&rsquo;s vision with the needs of your community, engage your supporters effectively, and connect to your purpose in a way that drives real, sustained change.&nbsp;
Actionable Takeaways:&nbsp; - Learn how to build authentic, meaningful engagement with your donor base to drive loyalty and long-term support.&nbsp; - Discover how to cultivate trust and transparency, encouraging donors to feel personally invested in your mission.&nbsp; - Gain tools and frameworks that help your nonprofit align its project with community needs, engage more deeply with your people, and stay connected to your purpose for sustainable, impactful growth.

Floyd Jones

Keynote: The Power of Connection: How to Unite Your Project, People, and Purpose for Lasting Impact

Sean McClellan

Donna Mitchell

Arlene Lesse

Kelly Ramage

Sarah Lalonde

Janet Carroll

Amanda Tadrzynski

Sean Potero

Lori Skibjak

Lauren Sheehan

Moiz Muhammad

dpcc25 test

English

(UTC -04:00) Eastern Time (US & Canada - EDT)

America/New_York

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Agenda

Speakers24 Speakers

Mallory Erickson

Floyd Jones

Tammy Zonker

Robbe Healey

T. Clay Buck

Tim Lockie

Meena Das

Dana Snyder

Vanessa Chase Lockshin

Sean McClellan

Donna Mitchell

Arlene Lesse

Kelly Ramage

Sarah Lalonde

Janet Carroll

Amanda Tadrzynski

Sean Potero

Sarah TeDesco

Josh Bloomfield

Thomas Nettesheim

Michael Blanton

Lori Skibjak

Lauren Sheehan

Moiz Muhammad

Booth8 Booth

DonorSearch

Constant Contact

Sage

Microsoft TSI

Givecloud

Conference Resources

DonorPerfect Payment Services

DonorPerfect Sales

Agenda

Speakers.css-1digydy{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#686868;font-family:'Poppins',sans-serif;margin-left:0.8rem;}24 Speakers

Mallory Erickson

Floyd Jones

Tammy Zonker

Robbe Healey

T. Clay Buck

Tim Lockie

Meena Das

Dana Snyder

Vanessa Chase Lockshin

Sean McClellan

Donna Mitchell

Arlene Lesse

Kelly Ramage

Sarah Lalonde

Janet Carroll

Amanda Tadrzynski

Sean Potero

Sarah TeDesco

Josh Bloomfield

Thomas Nettesheim

Michael Blanton

Lori Skibjak

Lauren Sheehan

Moiz Muhammad

Booth.css-14eodu{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#686868;font-family:'Poppins',sans-serif;color:#003a63;margin-left:0.8rem;font-weight:400;}8 Booth

DonorSearch

Constant Contact

Sage

Microsoft TSI

Givecloud

Conference Resources

DonorPerfect Payment Services

DonorPerfect Sales

Speakers24 Speakers

Booth8 Booth