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Tuesday, May 6, 2025
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10:00am - 12:00pm
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NONPROFIT EXECUTIVE ROUNDTABLE – INVITATION ONLY
Join top nonprofit and agency leaders for an exclusive, invitation-only discussion designed around the challenges and priorities of the participants. This candid conversation will explore key topics in response to economic shifts and evolving policies. Through peer-driven dialogue, attendees will share insights, exchange strategies, and collaborate on actionable solutions to sustain growth and impact in today’s dynamic nonprofit landscape.
Interested in attending? Please complete this form for approval.
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Facilitators:
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Amy Bobrick
VP, Decision Science and Strategy
AB Data
Karen Barr
Managing Director, Individual Giving
Share Our Strength | No Kid Hungry
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12:00pm - 12:50pm
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NETWORKING LUNCH
Before the first session, join us for a lunch where leaders and professionals from the nonprofit sector come together to share ideas, build relationships, and explore opportunities for growth. This lunch is designed to foster meaningful connections and provide a relaxed environment for engaging conversations.
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12:50pm - 1:00pm
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WELCOMING REMARKS AND HOUSEKEEPING ITEMS
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Host: Amy Bobrick
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VP, Decision Science and Strategy
AB Data
Katelyn Asmus
Privacy Associate
Venable, LLP
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1:00pm - 1:45pm
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ON THE HILL AND IN THE STATES: WHAT'S NEXT IN WASHINGTON?
In 2025, nonprofits face multiple threats both the federal and state levels as Washington is changing. This essential session, taking place the day prior to the ANA’s annual Hill Day, offers a focused, up-to-the-minute briefing on key legislative developments that are impacting the sector right now—equipping nonprofit leaders to prepare for the road ahead.
We'll cover:
- Federal & State Policy Priorities: Key legislation and regulations impacting fundraising compliance and state-level initiatives.
- United State Postal Service: As direct mail continues to be the most effective fundraising tool we need a strong USPS – what is the latest on legislation and policy for postal reforms?
- Data Privacy: How new data privacy legislation impacts your donor data management, outreach, and data governance.
- Charitable Giving Incentives & Tax Policy: Updates on tax policy change influencing donor behavior and funding strategies.
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Senny Boone
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Senior Vice President, ANA Center for Ethical Marketing
ANA
View Presentation
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1:45pm - 2:30pm
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UNLOCKING THE POTENTIAL OF DIRECT RESPONSE FOR MAJOR GIFTS
Major gift officers face two key challenges: reaching busy donors and providing engaging, in-depth information to strengthen relationships and drive revenue. This session explores how direct response strategies can enhance major gift programs, complementing outreach efforts with targeted mail campaigns. Learn how nonprofits have successfully integrated major donors into high-impact campaigns, fostered cross-team collaboration, and improved fundraising results—all while addressing key concerns like revenue tracking and impact measurement.
Session Takeaways:
- Integrated Outreach Strategies: Practical techniques to blend direct response tactics with personalized major gift approaches, ensuring consistent and meaningful donor communication.
- Cross-Team Collaboration Models: Frameworks for fostering synergy between major gifts and direct response teams, including practical approaches to revenue attribution and credit sharing across departments.
- Data-Driven Performance Evaluation: Methods for measuring campaign effectiveness, tracking donor engagement, and utilizing KPIs to continuously refine your integrated major gifts strategy.
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Lindsay Marino Long
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VP, Donor Engagement & Retention
Faircom NY
Ishmam Raidah Rahman
Director, Audience and Donor Strategy
International Rescue Committee
View Event Recap
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2:30pm - 3:15pm
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INFLUENCER MARKETING: THE TIME IS NOW!
Imagine harnessing the full potential of the booming $39 billion influencer marketing industry to catapult your engagement and digital acquisition success. For-profits have used this dynamic strategy for years; now you can see how nonprofits have unlocked its potential. It’s not if you should use influencer marketing, it’s when – and the time is now!
Join us as we explore the potential of the market and how to execute a safe, effective influencer marketing strategy.
Session Takeaways:
- Learn how The Nature Conservancy built top-of-funnel awareness and engagement from a modest influencer marketing investment
- Explore why 85% of marketers believe influencer marketing to drive the most loyal customers and supporters
- See how to leverage influencer creative across your digital channels to maximize your investment
- Find out the metrics that matter for a successful campaign
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Anna Anderson
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Associate Director, Celebrity + Influencer Engagement
The Nature Conservancy
Misti Dragano
SVP, Communications
Moore
View Event Recap
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3:15pm - 3:30pm
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REFRESHMENT BREAK
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3:30pm - 4:15pm
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VOLUME VS VALUE: BUILDING A STRONG DONOR FILE
In this session, "Volume vs. Value: Building a Strong Donor File," Tabitha Glenn, VP of Direct Response at USO, and Shawnda Hollon, Senior Director of Stewardship and Donor Engagement, will share how the USO has strengthened and grown their donor file. They’ll emphasize the need to go back to basics—focusing on retaining donors, properly stewarding them, and, of course, acquiring new donors who are truly worth their weight in gold (or at least their weight in checks). The session will tackle the tricky balance between increasing donor volume and ensuring donor quality.
Key Takeaways:
- Strengthen the Existing Donor File: You’ll learn how to keep your current donors so happy that they’ll want to send you flowers (or at least, send you more money) by improving your stewardship strategies.
- Donor Acquisition Strategies: While bringing in new donors is important, the focus will be on finding high-quality ones who are in it for the long haul—no more "drive-thru" donors!
- Balanced Approach to Volume and Value: The magic happens when you strike a balance between growing your donor file and keeping those you have engaged and happy. It’s not about just having a large list; it’s about having a list that’s worth its weight in gold.
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Shawnda Hollon
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Director, Donor Stewardship & Engagement
USO
Tabitha Glenn
VP, Direct Response
USO
View Event Recap
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4:15pm - 5:00pm
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DEMYSTIFYING DONOR-ADVISED FUNDS
In this session, you will learn how donor-advised funds (DAFs) have set new records in giving and why understanding DAF donors—and how to work with them—is a strategy every fundraiser should perfect. You’ll learn the basics of donor-advised funds, how and why donors use them, and five ways your nonprofit can reach DAF donors. Join us as we break down common misconceptions, explore donor motivations, and share practices for stewarding DAF gifts. Whether you’re new to DAFs or looking to refine your approach, this session will equip you with actionable strategies to build stronger relationships with DAF donors and secure more sustainable funding for your mission.
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Allison Shean
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Director, Philanthropic Strategies
Fidelity Charitable
Deborah Garcia
Chief Development Officer
MSF USA
View Presentation
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5:00pm - 7:00pm
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JOINT RECEPTION: ANA NONPROFIT SUMMIT & ANA/4A'S CAPITOL HILL DAY
Join us for an evening dedicated to fostering connections and building relationships among leaders from the nonprofit sector and the advertising industry. This reception is an excellent opportunity to network, share insights, and collaborate on addressing the challenges we face in our respective fields.
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Wednesday, May 7, 2025
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8:00am - 4:00pm
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ANA/4A'S CAPITOL HILL DAY
Get your voice heard on Capitol Hill at ANA's sixth annual D.C. "fly in." Our day-long event consists of a morning policy briefing with keynotes from members of Congress and agency staff, followed by afternoon meetings with Congressional offices on the issues important to the marketing industry. Don't worry if you're not up on the issues - we'll make sure you have all the information you need beforehand.
Full Agenda here.
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