GROW YOUR ONLINE FUNDRAISING + BECOME AN INNOVATIVE DIGITAL MARKETER
The Nonprofit Innovation & Optimization Summit is the premier conference for nonprofit marketers and fundraisers looking to grow their online fundraising. We hand-select the leading experts in marketing and fundraising innovation from around the world and bring them to NIO Summit to teach us how to achieve real and tangible online fundraising growth.
Over the course of two days, you’ll learn proven and research-driven strategies from leading experts, participate in hands-on training sessions, and discover some incredible tools to help you grow your online fundraising program and revenue.
Although we won’t be able to meet in person this year, we’ve gone to great lengths to make sure this year’s virtual event is well worth your time. It will be a highly interactive learning experience with ample opportunity for fun and networking with your peers. And don’t forget to check out the great vendor exhibits for many products and services that can help you and your organization achieve even better results.
WHY ATTEND NIO SUMMIT?
5 ELEMENTS THAT MAKE THIS YEAR’S VIRTUAL NIO SUMMIT A “CAN’T MISS” EVENT
Those who have attended NIO Summit in the past know that we ground our event in two main principles: fantastic content and lots of fun. Our aim is to make sure that this year’s virtual event is no different. We’ve invested in a virtual event platform called vFairs to help bring this virtual experience to life. Here are the 5 main features you’ll experience at NIO 2020:
NEW SESSIONS FROM THE EXPERTS
The virtual Auditorium will be packed with a brand-new slate of speakers that will inspire you and challenge your thinking about fundraising and marketing. You’ll leave with new ideas and tactics to help you generate more revenue for your organization.
FUNDRAISING RESOURCES + SOLUTIONS
Our Exhibit Hall will be filled with booths from companies that provide products and services to help your organization achieve your goals. This is the perfect opportunity to explore the tools you need in a low-pressure environment. During designated breaks, you can view demo videos, download resources, and even chat face-to-face with a live person in each booth.
LEARNING LAB ARRANGED BY TOPIC
The Learning Lab will be loaded with on-demand resources arranged by topic. You’ll be able to view the best sessions from past NIOs, download worksheets that help you put new tactics to use immediately, and engage with experts that can answer your questions. Need to learn how to write more engaging emails? Set up your analytics? Optimize your Facebook campaign? Look no further…the Learning Lab is a great place to get the assistance you need.
NETWORKING IN THE VIRTUAL LOUNGE
The Lounge is the place to connect with old friends, meet fellow fundraisers, and join in the discussion. Got a question you need answered? Chances are good that another attendee has had a similar experience and can give you some advice. And your knowledge and expertise could be invaluable to one of your colleagues as well.
FUN & GAMES WITH YOUR FUNDRAISING PEERS
In the true spirit of NIO Summit, you’ll have ample opportunities to relax and enjoy some Fun & Games. Enjoy some yoga or a morning workout, explore the vFairs platform in our scavenger hunt, and join us for a drink at our virtual cocktail party. You’ll also have an opportunity to win real swag or donations to your favorite charity by participating in various activities. We hope you’ll join us for some good times and a few laughs.
2020 MAIN AGENDA SPEAKERS
PRESIDENT • THE GALA TEAM
Reggie Rivers is a former NFL running back who played 6 seasons for the Denver Broncos in the 1990's. He is a media personality and business owner, who has worked in newspaper, radio, and television in Denver. Reggie's professional variety ultimately led him to his find his true love in life -- serving as a benefit auctioneer to help nonprofits achieve their fundraising goals. Reggie created The Gala Team and Auction Fundraising Academy out of this love for nonprofits’ fundraising success and continues to grow the impact these businesses have on the community year after year one event at a time.
PROFESSOR, CO-FOUNDER + CO-DIRECTOR • INSTITUTE FOR SUSTAINABLE PHILANTHROPY
Jen Shang is the world’s first PhD in Philanthropy. She is also the world’s only philanthropic psychologist. Her research has been covered in the New York Times, BBC, The Guardian, the Chronicle of Philanthropy, Advancing Philanthropy, and the Nonprofit Times. Jen and Prof. Adrian Sargeant co-founded the Institute for Sustainable Philanthropy. The Institute exists to grow personally meaningful philanthropy around the world. They do that by using science to create more memorable giving experiences that genuinely contribute to the well-being of supporters. And by using the latest experimental science to grow the human capacity to love.
FOUNDER • CONVINCE & CONVERT
Jay Baer is a Hall of Fame keynote speaker who teaches business growth through customer experience and marketing innovation. He is also a popular emcee and host of large events, New York Times bestselling author of six books, and founder of five, multi-million-dollar companies.
AUTHOR, SPEAKER + ACCOMPLISHED MAGICIAN
Brian Miller is an accomplished magician, corporate keynote presenter, and motivational speaker who shows his audience the ways magic can teach us to connect deeply with others.
DIRECTOR OF EXPERIMENTATION • BOOKING.COM
Lukas is Director of Experimentation at Booking.com. His work enables thousands of people to run experiments to make Booking.com better. He explains science using historical narratives and teaches statistics through storytelling.
ACTIVIST, HUMANITARIAN + AUTHOR
Dan Pallotta is an activist, humanitarian, author, and builder of movements. He is a pioneer in the national effort to transform the way our culture evaluates the character and impact of nonprofit organizations. His iconic TED Talk on philanthropy has been viewed more than 4.9 million times.
Dan is the author of “Uncharitable: How Restraints on Nonprofits Undermine Their Potential,” the best-selling title in the history of Tufts University Press. His newest book is, “The Everday Philanthropist: A Better Way to Make a Better World,” a field guide for the average person who wants their life to matter.
CHIEF INNOVATION OFFICER • NEXTAFTER
Tim Kachuriak is the founder and Chief Innovation and Optimization Officer for NextAfter, a fundraising research lab and consulting firm that works with businesses, nonprofits, and NGOs to help them grow their resource capacity.
CHIEF INFORMATION OFFICER • FUNDRAISE UP
Salvatore joined Fundraise Up after first being a customer who fell in love with the product, then as an investor, and then joining team. Salvatore served as Digital Director in a nonprofit with $50M annual budget and managed their online giving. His prior experience includes co-founding a startup that reached $1M in ARR without venture funding. Sal’s superpower is bridging the gap between the tech and human worlds. Developers love and respect Sal for his technical expertise as do the customers who appreciate his ability to explain complex tech in human language having been a digital director himself. Sal spends his day educating potential nonprofits about the product, on-boarding customers, and developing and executing technical integration plans. He travels with Peter to conferences, meeting customers, and promoting the product. Sal speaks fluent Italian and Spanish.
PARTNERSHIP MANAGER • HARBOR COMPLIANCE
Sharon Cody is the Nonprofit Partnership Manager at Harbor Compliance. Sharon is passionate about educating nonprofits on the role of compliance as both a best practice and an industry differentiator. Her more than 30 years of experience as an attorney, charitable fundraiser, foundation executive, and nonprofit board member give her unique insight on the use of fundraising compliance as a strategic tool to enhance an organization’s reputation and increase its revenue.
MANAGING DIRECTOR • NEXTAFTER INSTITUTE
Brady Josephson is a charity nerd, entrepreneur, digital marketer, professor, and writer. He’s on a mission to see more people giving and more causes thriving. At NextAfter, Brady focuses on business development and partnerships, content creation, and marketing.
SR DIR OF CUSTOMER ACQ • KINDFUL
Bradley is the Senior Director of Customer Acquisition at Kindful. He has over 10 years of experience helping organizations implement and optimize CRMs, marketing automation, and analytics solutions with the goal of providing better insights to drive improved results. Bradley currently works alongside his team at Kindful to provide the nonprofit market with software solutions that make fundraising and donor management easier.
VICE PRESIDENT • NEXTAFTER
Courtney loves to help nonprofits innovate and optimize their fundraising and marketing—which led her to NextAfter. Before she joined the team, she led the digital marketing and fundraising for a $110MM radio, publishing, and education nonprofit. During her time there, Courtney championed a donor-centric, data-driven, perpetual optimization philosophy. She has developed and directed multiple innovative, multi-channel fundraising and content marketing campaigns and led an enterprise content strategy.
FOUNDER & CEO • VIRTUOUS
Gabe Cooper is the founder and CEO of Virtuous CRM, the only responsive fundraising platform that helps organizations easily create personalized donor experiences at scale that build better donor relationships. Previously, he was in leadership at a large nonprofit and co-founded an innovation consultancy.
Gabe's drive stems from a passion to create market-defining software and help charities reimagine generosity. He frequently writes and speaks about empowering nonprofits to grow generosity through technology.
PRESIDENT & CEO • NEXTAFTER
In his decade-long nonprofit career, Jeff has consulted with a number of organizations such as Compassion International, Mercy Ships, Feed the Children, Hillsdale College, Dallas Theological Seminary, CaringBridge, and many others, helping grow digital fundraising programs and attract new supporters, donors, and dollars. Jeff has spoken at a number of national nonprofit conferences including TEDx, the Direct Marketing Association Non-Profit Federation, Association of Fundraising Professionals International, DonorDirect, Mission Nexus Conference, and the National Catholic Development Conference, among others.
CEO & FOUNDER • B SQUARED MEDIA
Brooke B. Sellas is the CEO & Founder of B Squared Media, an award-winning done-for-you social media management, advertising, and customer care agency. She’s also the co-host of the top-rated Marketing Companion podcast with marketing legend Mark Schaefer. Brooke’s marketing mantra is “Think Conversation, Not Campaign” so be sure to give her a shout on social media!.
MARKETING DIRECTOR • NEXTAFTER
Having worked in both large and small nonprofits, Nathan Hill has seen the way that optimization can influence and transform the work of an organization in fundraising and beyond.
He believes that by sharing the learnings of NextAfter’s digital research library on a larger scale, nonprofits – no matter their budget or resources – can be equipped through the learnings of others to raise more names, donors, and dollars. And if they can grow names, donors, and dollars, they can grow their impact in the world.
Prior to joining NextAfter, Nathan managed the direct and outbound digital marketing for a major nonprofit involved in the broadcasting, higher education, and publishing industries. He oversaw enterprise marketing automation platforms, directed both creative and technical marketing communications staff, and developed multi-channel campaigns in the areas of lead generation and fundraising.
SENIOR ACCOUNT EXECUTIVE • KINDFUL
Linsdey is a Senior Account Executive at Kindful. She has over 10 years experience working with organizations to help them evaluate what software will fit their specific needs. In her role at Kindful she provides software solutions that make online fundraising and donor management easier.
FEATURED LEARNING LAB SPEAKERS
CHIEF EXECUTIVE THE PHILANTHROPY CENTRE
COPYWRITING COPYWRITING CONSULTANT & COACH
OWNER OF IMPACT
TESTING & OPTIMIZATION
FOUNDER & PRINCIPLE CXL
CHRIS "MERCER" MERCER
DIRECTOR OF MARKETING STRATEGY SALESFORCE.COM
AUTHOR, CONSULTANT & TRAINER
PERSUASION AND NEGOTIATION AUTHOR & PROFESSOR
MUNICH BUSINESS SCHOOL
TESTING & OPTIMIZATION KEYNOTE SPEAKER &
BRAND POSITIONING VP, BRAND STRATEGY
FOUNDER & CEO FOUNDATION MARKETING
CMO & CO-FOUNDER ORBIT MEDIA
TESTING & OPTIMIZATION DIRECTOR OF ONSITE & TESTING
SEARCH MARKETING PRESIDENT & PARTNER
DATA ANALYTICS CHIEF TECHNOLOGY OFFICER
BEHAVIORAL PSYCHOLOGY FOUNDING PARTNER
CONVERSION OPTIMIZATION FOUNDING PARTNER
DAVID JP PHILLIPS
WEDNESDAY • SEPTEMBER 30, 2020 All sessions available for replay after completion
Ready to start your day off with a bang? Come on in and join us for a virtual yoga workout.
The best part? You get to do it from the comfort of your own home. That's right...no need to be self-conscious about your downward dog or lack of flexibility. This is a no-judgment zone. You can relax, clear your mind and get NIO kicked off in style.
Let's get this event started off in style! Please join us for the Official NIO Summit Intro Video and a guide for how to navigate and get the most out of this year's virtual NIO Summit.
9:15am - 9:45am Central
SPEAKING SESSION: Virtual Philanthropy - Optimizing Your Fundraising in a Post-COVID World
Data from multiple independent sources suggests that while some traditional fundraising channels are being negatively impacted by social distancing requirements, digital fundraising is surging! Is your organization benefiting from this emerging trend? If not, how can you quickly adapt your strategy for this digital transformation?
This presentation will illustrate with hard data-- not opinions-- what other organizations are doing, how donors are responding, and what you can do today to optimize your website to take advantage of this opportunity.
SPEAKING SESSION: Fundraising is a Team Sport - Lessons from Football on the Power of Teams
Former Denver Bronco Reggie Rivers shares lessons from the NFL about how teamwork can transform a "group" of people into a "team" of people. That simple shift can dramatically increase your fundraising totals.
LOUNGE (Birds-of-a-Feather: Chief Development Officers)
11:15am - 11:45am Central
RESEARCH SESSION: Best of 2020 - What We Learned From Making 365 Online & Offline Donations
What are organizations doing when it comes to their multichannel communications? How do Higher Ed and Public Radio organizations compare to other nonprofits when it comes to the online giving experience? This session will highlight key findings from 2020 research projects that sought to answer those questions by becoming a donor, analyzing the giving experience, and tracking the subsequent communications.
SHOWCASE SESSION: Kindful - Donor Management Made Easy
More nonprofits are learning the value of using best-in-class software to engage with their donors. Kindful was built to connect with those technologies, making it easier for nonprofits to organize their data and get a better understanding of their donors.
In this session, we’ll walk you through Kindful’s fundraising and donor management platform. You’ll see how easy it can be to manage your donors, which ultimately frees you and your team up to raise more funds and do more good.
After a great morning of speakers, we could all use a bit of a break and some old-fashioned fun.
We've got an action-packed game of musical bingo all teed up and ready to go. You can win lots of fabulous prizes while showing off your "Name That Tune" skills.
This edition is devoted to 80's one-hit wonders. As fundraisers, we can't "Party All the Time", but we hope you will at least strut down "Electric Avenue" for a few minutes and "Take On Me" in a game of music mayhem.
SPEAKING SESSION: The Mystical Secret for Turning Free Content Into Valuable Donors
Most fundraisers still look to direct mail and other "traditional" channels for acquiring new donors. But the combination of rising direct mail costs and the inability to use traditional events in the midst of a global pandemic means we need to find a new path forward.
But how on earth do you acquire valuable donors online?
More importantly, how do you make sure you’re not spinning your wheels and wasting your budget while figuring out what actually works to acquire online donors?
The good news is that there is a repeatable online donor acquisition model that we’ve been testing, proving, and optimizing for the past 5 years – and in this session, you’ll learn exactly how to apply this methodology to your fundraising program.
In this fast-paced and down-to-earth session, you’ll discover the 4-step model to acquire online donors and learn practical ideas and tactics to make it work for your organization.
SPEAKING SESSION: Talk Triggers - Turn Your Donors Into Volunteer Marketers
The best way to grow any for-profit is for your customers to grow it for you. And nonprofits are no different. But that only occurs if you deliver a donor experience that creates conversations.
Word of mouth influences 50% of all transactions, but we too often take this for granted. We just assume that our donors will talk about us. But they won’t unless you give them a story to tell.
In this hilarious and interactive presentation filled with examples and research, Jay Baer teaches you how to create a unique story for your organization; a tale that will turn your donors into your most effective marketing advantage.
This powerful keynote will change the way you think about the intersection of donor experience, marketing, and operations, yielding big growth, and enhanced cooperation.
SHOWCASE SESSION: Harbor Compliance - Online Fundraising: Is Your Nonprofit Compliant?
Whether your nonprofit is newly formed or you’ve been operating for decades, there’s a wide variety of regulatory requirements that relate to your charity’s operations, from state filings and annual reports to fundraising registrations and tax management. In this session, Sharon will help you understand how you and your nonprofit can stay informed and up-to-date and instill trust in your donors.
PREMIUM ONLY WORKSHOP SESSION: Remote Connections - Building Trust in a Work-from-Home World
The COVID-19 pandemic caused organizations large and small to rethink their work-from-home policy. Many are choosing or forced to have staff, teams, and leadership stay safe at home, while quickly working to adapt to digital collaboration to keep business afloat for an indeterminate future. While helpful for public health, this workplace culture shift presents two new problems:
1) How do we ensure projects are completed in a timely, efficient, and effective manner? 2) How do we maintain meaningful connections in a virtual world?
Human connection specialist and TEDX celebrity Brian Miller will guide you through a series of exercises designed to strengthen individual and collective team relationships, build trust, increase productivity through best-in-class digital practices, and eliminate critical misunderstandings. Plus, he'll tell wild stories from his former career as a world-traveling magician and even share a piece of magic right through the screen! Many people will suffer in this new remote working world, but it doesn’t have to be you.
The competition will be fierce, but everyone will enjoy our game show extravaganza based on "Family Feud."
Unlike the original version of the game, Fundraiser Feud is played by many teams at the same time. We'll divide everyone into groups and then compete to win lots of fun prizes. You'll have a blast and meet some new friends while you're at it.
Cody is back for another workout to start off Day 2. There's no better way to kick off your day than a bit of physical exercise. Once again, you won't need any equipment. Just bring a little willpower and we'll get this done!
Before we get started with the main program for Day 2, we encourage you to do a bit more exploring. There are a lot of great resources and tools to help you with your fundraising program, and several ways to win some great swag!
8:45am - 9:00am Central
DAY 2 MORNING CHAT: Your NIO Summit Hosts with Jen Shang
Join your hosts, Brady & Nathan, as they recap Day 1 and preview all of the incredible Day 2 speakers.
They'll also sit down for a chat with Jen Shang of the Institute for Sustainabe Philanthropy for a preview of some of the great research she'll be sharing during her premium session in the afternoon.
SPEAKING SESSION: FrikSH(e)n - What Stops Donors from Giving and What You Can Do About It
If giving is good for people, makes them happy, and makes our world a better place, why don’t more people give? In a word, friction. This session will use behavioral economic theory and applied experimentation to explore the different types of friction that make it harder for people to choose to give and then complete their donation once they do.
SPEAKING SESSION: Democratizing Online Experiments at Booking.com
Booking.com has been conducting evidenced-based product development using online experiments for more than fifteen years. Our methods and infrastructure were designed from their inception to reflect Booking.com culture, that is, with democratization and decentralization of experimentation and decision making in mind. In this talk, we explain how our approach has allowed such a large organization as Booking.com to truly and successfully democratize decision making.
INTERVIEW + Q&A SESSION: Bold Thinking - A Conversation with Dan Pallotta
What kinds of things might be possible if your entire organization's ecosystem left the past behind, departed from old ways of thinking, began a quest for breakthroughs, and aligned on an impossible dream for impact in the world? Come join us as we sit down with Dan Pallotta - the champion for a new, bolder nonprofit mindset - and explore how we can push beyond our current boundaries and begin to think differently.
Our Day 2 Musical Bingo will have you dancing in your seat. Download your bingo cards and strap in for a wild ride down memory lane. You could win some great prizes and a donation to your favorite cause. Good luck!
SPEAKING SESSION: New Donor Welcome Series - The Secret to a Second Gift is NOT Another Crappy Email
You’ve worked really hard to get a prospect to not only come onto your email file, but also give. Congrats! So now what? This is where the real opportunity begins: getting them to stay engaged and potentially make a second gift.
But how do you do this?
Through a new donor welcome series.
Before you get too excited to tell your new donors all about your amazing, great, one-of-a-kind organization through this email series…you may want to rethink the approach you are taking.
In this session, you’ll discover the secret to effectively communicating and welcoming donors after they make a gift to your organization. And here’s a hint… it’s not just sending another crappy email.
SPEAKING SESSION: How to Use Social Listening to Inform Your Donor Messaging Strategy
Donors are the backbone of any nonprofit. To successfully move them through your programs, you must have a firm grasp on donor research. Social listening is one of the smartest, most data-driven ways to do this and to build relationships with existing and potential donors.
Effectively, to compete in 2020 and beyond, you must know your donors inside and out. You also must meet them where they are. And increasingly, they’re having conversations and making decisions through social media. With social listening, you can use the data around those conversations to find new donors, understand the sentiment around your programs, spy on your competitors, and develop the most effective donor messaging.
Join Brooke B. Sellas, Founder & CEO of B Squared Media, for a conversation on social listening and how your nonprofit can go above and beyond to create highly effective donor experiences that elevate your brand and encourage donor loyalty.
Brooke will show you real-world examples of how to use high-tech tools -- while still being high-touch -- and together, we’ll discover how to create ideal, personalized experiences for your donors at every touchpoint.
SHOWCASE SESSION: Fundraise Up - What Should a Donation Form Look Like In 2020?
Nonprofit technology has historically been a few (too many) steps behind for-profit technology. What would your online fundraising efforts look like if it were at the same level as eCommerce technology? Let's talk about it.
PREMIUM ONLY SPEAKING SESSION: How to Love Your Donors During the Aftermath of COVID-19
We have not stopped collecting data since the crisis began. Our key learning is that supporters do not feel so good about themselves right now. But there are a LOT of opportunities for us to help them feel better before this crisis ends and to help them restore their sense of wellbeing.
As our data clearly shows, this is an opportunity to build supporter loyalty that we have never seen before. If we want people to choose our charity as the top charity that they will give to in the years to come, then we must be the one charity who makes them feel they are most loved before they need to make that decision.
This is the same principle that we taught before this crisis. But Coronavirus has pushed the importance and the urgency of executing this approach to what should be the top of everyone's agenda. If our people do not feel good today, let's do the best and the most we can to help them recover and grow. COVID has impacted on supporters' psychological well-being and their definition of who they are in ways that we have never seen before. This webinar will help you understand how your donors might be feeling, how you can help them feel better, and what impact this may have on their well-being and their giving in the months to come.
SPEAKING SESSION: The Case for Digital-First Fundraising
Best practices suggest that you build your fundraising plan around your largest revenue channel. But in this session, Jeff Giddens makes the compelling case for why _digital_ should be driving your fundraising strategy.
Although the live chat features and auditorium will be closed, the Exhibit Hall and Learning Lab will remain open for on-demand viewing.
All of the speaking sessions from this year's event will be moved to the Learning Lab under the appropriate content category. Come on back as needed to get some pointers in your area of interest.
The companies below are helping to make NIO Summit 2020 the most unforgettable virtual nonprofit event you’ve ever attended. Check them out, give them some love, and pay them a visit in the Exhibit Hall.