Announcing MNA’s 2022 Fundraising Summit: Equity and Opportunity

March 10, 2022 / Comments Off on Announcing MNA’s 2022 Fundraising Summit: Equity and Opportunity

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Join MNA June 2nd, 2022

Helena and Online

MNA’s 2022 Fundraising Summit will take place in Helena, Montana, with the option to join in the morning virtually from wherever you are. Get started with a keynote from Edgar Villanueva, author of Decolonizing Wealth, on the transformative power and practices of decolonized philanthropy.

This will be followed by in-person and virtual interactive panel conversations investigating how nonprofits and funders in Montana can explore and apply these practices in our own communities.

In the afternoon, in-person attendees will be invited to go deeper on current fundraising topics including legacy planning, donor stewardship, fundraising 101, and more to be announced. MNA will evaluate the safety of the event to be held in-person in the weeks leading up and move to a fully virtual environment if needed.

In-Person Location: Great Northern Best Western, Helena

Questions about the event? Visit our FAQ Page Here


Virtual and In-person attendees begin with:

9:00 AM – 9:55 AM | Intro + Virtual Keynote with Edgar Villanueva. Mr. Villanueva will be streamed in virtually to in-person and remote attendees. 

9:55 AM – 10:15 AM | Break + Reflection Questions

10:15 AM – 10:45 AM | Round Table Conversations Reflect on and explore nonprofit and charitable sector opportunities and inequities in Montana. In-person round tables and virtual breakout rooms.  

10:45 AM – 12:00 PM | Panel with ACLU of Montana – Applying a Decolonizing Lens to a Major Gifts Fundraising Program with Kileen Marshall, Director of Philanthropy and Strategic Initiatives | Alyssa Kelly, Donor Engagement Manager | William Schenck, Development Associate

In-person attendees continue on with:

12:00 PM – 1:00 PM | Lunch Provided

1:00 PM – 4:30 PM | Breakout Session Options for in-person attendees only. Breakout session topics below: 

Keynote: Edgar Villanueva


We are so thrilled that Edgar Villanueva is opening this year’s Fundraising Summit. He is an award-winning author, activist, and expert on issues of race, wealth, philanthropy, and ESG Investing. And, the Principal of Decolonizing Wealth Project and Liberated Capital. He advises a range of organizations including national and global philanthropies to advance racial equity from within and through their investment strategies. 

Summit Sponsored By

Helena Area Community Foundation

In-Person Breakout Sessions

1:00 – 2:30

Funding the Future   

Margo Ensz

Development Director, Forward Montana  

What role do millennials and gen z donors play in your organization’s development plan? Many organizations overlook the importance of authentically engaging with and appreciating younger volunteers and donors, to their own detriment. If we ignore prospective, new, and young donors for the wealthiest person in the room, why would they want to engage with us when they’re ready to give? In this session, participants will explore how to cultivate new donors, especially those under the age of 30 through the following topics:  

  • The mutual aid/grassroots mentality of millennial and gen z donors   
  • The importance of early positive interactions with young donors  
  • Rethinking the emphasis on gift and ask frequency   

Participants will challenge their perception of low dollar, new donors, better understand millennial and generation z mindsets as they relate to philanthropy and explore how young donors fit into their efforts to fund the future. 

Make The Ask Already! 

Kari Anderson

Principal, Incite! Consulting 

Do you love the cultivation and stewardship part of development but get intimidated when making the ask? Even as a seasoned development professional, asking can still be intimidating. Money invokes emotion for all of us and this emotion can influence how we fund raise. Join Kari Anderson, Principle of Incite! Consulting to address the topic of money and identify how our views about money influence our fundraising strategies and tactics. We will work to remove our own biases and re-frame how we think about fundraising. When we recognize the people passion associated with fundraising, we are broadening our awareness of how people bring value to our work and expanding our opportunity for growth. You will walk away with tools to make the ask and knowledge that can be shared with your board and staff to help them remove the fear of fundraising and get comfortable making the ask, too. 

Planned Giving for All 

Kevin Sylvester

Executive Director, Eagle Mount Bozeman

Has “start (or expand) your planned giving program” been on your to-do list for far too long? Ever feel overwhelmed when your finance committee drops acronyms like CLUTS and CRATS? With over $9 trillion expected to transfer between generations through inheritance over the next 10 years, the Chronicle of Philanthropy and Giving USA refer to the upcoming years as the “Golden Age” of fundraising. This session will break down how to move beyond the annual gift, how different giving vehicles work, and which donors you should be talking to about them. Participants will learn how to better position you and your organization to solicit and receive a donor’s charitable estate plan. 

3:00 – 4:30

Mission-Oriented Donor Stewardship  

Chany Ockert

This session will be streamed into in-person attendees

This session will cover the basics of developing donor relationships that encourage retention and deeper engagement. With the national donor retention rate stuck at 44%, the traditional ways of thanking donors is not working for most nonprofits. Come to explore mission-oriented practices that have helped nonprofits exceed the national standard. Participants will identify gaps in donor stewardship, brainstorm mission-oriented donor stewardships approaches, and walk away with a calendar to implement their unique donor stewardship practices. 

Women in Philanthropy 

Emma DeVos

CEO, Innovative Nonprofit LLC 

Women control 51% of the personal wealth in the US. By 2025, 60% of billionaires are expected to be women, and currently 43% of the nation’s top wealth holders are women. If you aren’t focusing your fundraising efforts on women, you are missing out on a significant opportunity. Women are changing the dynamics of the traditional fundraising office, have you adapted your fundraising efforts accordingly? This session will provide the background to this change and give you the tools you need to make the most of opportunities to engage women donors. 

You Don’t Have to Go it Alone: Small Shop Fundraising 

Bree Muehlbauer,

Associate Consultant, Marts & Lundy

Jen Funk

Vice President, Development & Marketing, Wildlife Prairie Park 

As fundraisers, we often wear many hats, which may include founder, marketer, copy editor, photographer, chair mover, envelope stuffer, and on and on. How do you do it all if you’re a one- or two-person show? And let’s be honest, even bigger shops struggle to meet all the demands placed on fundraisers, many of which pull us away from the critical work of raising money for our organizations. So how do you decide what to prioritize? What are the first steps to creating a strategic development plan with manageable, actionable activities to maximize your limited time? Who can you lean on to help you meet and surpass your goals? And how can you activate your volunteers in meaningful ways to support your work? Participants will learn how to engage their network including volunteers, peers, and fellow coworkers to support a total development plan that will allow them to achieve fundraising success.

Registration Options

Virtual Experience

  • MNA Members | $75 Individual; $135 Whole Org
  • Non-members | $150 Individual; $270 Whole Org

In Person Experience

  • MNA Members | $175 Individual Only
  • Non-members | $350 Individual Only

*All Access Pass Holders: 20% off in person, 100% off virtual with code.

Registration Instructions: 

  1. Determine whether you and your team would like to attend in person or virtually.
  2. You can register individuals to attend in person for the entire day, and individuals or your whole org to attend virtually.  
  3. In-person and virtual registrations will need to be completed separately.

If registering for the virtual event:

  • Collect information on which team members are attending
  • Register!

If registering for the in-person event:

  • Each team member will need to fill out the registration form separately.
  • Consult our Event Protocol for safety guidelines and requirements.
  • Select the breakout sessions you’d like to attend