Welcome to Elevate Conference 2025

Inspiration. Strategy. Community.

We’re delighted you’ve joined us for Elevate Conference 2025, where nonprofit professionals, fundraising experts, and change-makers come together to reimagine what’s possible in the world of fundraising events.

This year’s conference is designed to equip you with actionable strategies, innovative tools, and inspiring ideas to help you elevate your fundraising impact. Across two days of insightful keynotes, hands-on workshops, and dynamic networking opportunities, you’ll gain the skills and confidence to take your events—and your mission—to the next level.

Explore our full agenda of expert-led sessions, interactive panels, and breakout discussions designed to deepen your knowledge and expand your community.

DAY 1: MARCH 12, 2025

Day 1: Fundraising School

9:00AM to 3:30PM PST Broadcast Programming

Day 1 is a dive into best practices for designing a major donor signature event that grows your engagement and raises more money.

Connect + Learn
Start the day with networking, coffee, and interactive experiences before diving into expert-led discussions that will shape the future of your fundraising events.

🎤 Gain Expert Insights
Hear from leaders in nonprofit fundraising as they share strategies for event design, donor engagement, marketing, auctions, sponsorships, and more.

Need help? We’ve got you. Call our tech support team if you’re having any difficulty getting logged in. Tech support is available at 503-564-3044.

Registration is open! Grab coffee, meet your classmates, check out the vendor booths, and get your first dose of tech inspiration with our VR demo. Play event trivia on the big screen and get a chance to meet your fellow fundraising nerds.

Thank you to our coffee sponsor Vibrant Table.

VR Demo: Rachel Bracker, Hungry Mantis Featuring: DJ Avelanche

Event 101:

The Potential of Gathering

  • Emcee: Crystal Chanel, Press Release Marketing
  • DJ Avelanche

Let’s kick off the morning with a little big picture view of fundraising events and the potential that sits in your event.  

  • Speaker: Samantha Swaim, Swaim Strategies

Event 101:

The Three Cs of Designing a Meaningful Event

Our expert event planners are here to break down your event design and give you their best tips to elevate Community, Celebration, and Content to design events that center your mission and make an impact. 

  • Moderator: Ryan Goodwin, The Fundraising Event Co.
  • Panelists: Mary Elizabeth, The Fundraising Event Co
  • Jenna Watanabe, The Fundraising Event Co. 
  • Kurt Beadell, Vibrant Table

Get out your pen and paper to peel back the layers to build a meaningful event. It’s time to dig into your own event plan and get to the heart of your purpose. 

  • Speaker: Veronica Kim, The Cause Catalyst Co.

Event 101:

Build Your Budget

To reach fundraising goals you need a clear path to success. A budget can help you assess your ticket strategy, your sponsor strategy, and your procurement goals. This session will provide you a template and help you to understand how to build your event strategy.

  • Speaker: Ryan Goodwin, The Fundraising Event Co.

Grab your lunch provided by Vibrant Table and prepare for a lunch-and-learn session.

Want them in person? Meet them online.

Digital Strategies to maximize the impact of your nonprofit events.

Events are arguably one of the most powerful ways to further your mission.

  • They raise awareness.
  • They foster a sense of community.
  • They generate revenue.
  • Time consuming to organize.
  • Expensive.

So how are you ensuring you’re getting the most out of your investment and hard work? This session will empower you with tested digital strategies that can:

  • Get new people to your events
  • Maximize event revenue through digital sponsorships
  • Turn event attendees into donors and long-term champions

Event 201:

Marketing for a Full Room

This lunch-and-learn session is a panel discussion with three marketing experts. Marketing CEO, Crystal Chanel moderates a panel discussion that dives into digital media, traditional marketing, and good old-fashioned donor relations. 

  • Moderator: Crystal Chanel, Press Release Marketing
  • Panelists: Lisa Aragon, Arpeggio Digital
  • Kimberly Bottom, Feathr

Event 201:

The Auction Evolution

Online auctions? Live auctions? You name it, we’re covering it. We have seen big shifts in auction fundraising and this panel of experts is here to help you understand what is working and what isn’t working. We will focus on how to reduce your time on auctions and increase your revenue with some key trends and strategy.

  • Moderator: Samantha Swaim, Swaim Strategies
  • Panelists: Kelly Russell, Artisan Auctions
  • Michelle Holman, Greater Giving
  • Siri Lippy, Auction Packages

Catch your breath. You’re going to need it for the next session. Stretch it out, say hello to someone, grab some water!

Event 201:

Create Meaning Through Story

Stories are told in our event marketing, our event program, and even in our event design. They give our gathering intention and are the quickest path to connection, community building, and donor development. We’ll look at how to shape event stories for guests to create impact, connection, and meaning. This session will be recorded live and broadcast as a future episode of The Fundraising Elevator podcast.

  • Speaker: Kristin Steele, Swaim Strategies

Event 201:

Solicit Sponsors + Major Donors

Corporate sponsor and major donor Jo Davis of OnPoint Community Credit Union moderates a discussion of professional fundraisers about how to approach solicitation, utilize systems for relationship management, get a response or a meeting, and ultimately close the commitment. 

  • Moderator: Jo Davis, OnPoint Community Credit Union
  • Panelists: Jedediah Chavez, Development Director
  • Erica Soto, The Cause Catalyst Co.
  • Brandon Lenzi, Bowtie Strategies

It’s time to meet the experts and get connected with resource providers. This is an open time to pick a topic expert and get your questions answered. We will notify you halfway through in case you want to choose a second tabletop to join. Additional handouts offered onsite for tabletop details. 

  1. Digital Marketing with Kimberly Bottom, Feathr
  2. Auctions with Kelly Russell, Artisan Auctions
  3. Budget Strategy with Ryan Goodwin, The Fundraising Event Co.
  4. Storytelling with Kristin Steele, Swaim Strategies
  5. Major Donor Relationships with Erica Soto, The Cause Catalyst Co.
  6. Matching Gift Strategies with Brandon Lenzi, Bowtie Strategies
  7. Virtual Reality with Rachel Bracker, Hungry Mantis
  8. Fundraisers of Color with Frank Velásquez Jr., 4 Da Hood
  9. Video Storytelling with Jeany Park, Tree Swing Video
  10. Data Tracking with Matt Gibson, Greater Giving
  11. Volunteer Committees with Josh Meyer, Bloomerang
  12. Making an Ask with Jedediah Chavez, Development Director
  13. Consignment Auctions with Siri Lippy

Join us for a Day 1 reception immediately following the day’s session. 

DAY 2: MARCH 13, 2025

Day 2: Fundraising Event University

9:30AM to 4:00PM PST Broadcast Programming

Day 2 goes beyond the plan and dives into taking your event to the next level to increase fundraising revenue, increase donor engagement and truly build a movement.

Need help? We’ve got you. Call our tech support team if you’re having any difficulty getting logged in. Tech support is available at 503-564-3044.

It’s time to find your people. Our goal is to build a fundraising event community and we want to be sure you have time to meet and talk to others that work in your role. Tables are assigned based on job titles and roles within organizations. We have paired you up with other folks in similar roles and experts who can provide you resources. Be sure to check in when you arrive. Thank you to our breakfast sponsor Kitchen Killa.

Breakfast Hosts
  • Marketing: Crystal Chanel, Kimberly Bottom, Lisa Aragon + Colin Griffith, Michael Mendez
  • Fundraising: Erica Soto, Samantha Swaim, Jedediah Chavez, Brandon Lenzi, Ryan Goodwin
  • Data Tracking: Mary Elizabeth, Matt Gibson, Julia Tonti, Christian Scott
  • Leadership: Rachel Bearbower, Frank Velasquez Jr., Zerik Samples, Josh Meyer
  • Event Planning: Kelly Russell, Veronica Kim, Ryan Goodwin, Siri Lippy
  • Storytelling: Kristin Steele, Jenna Watanabe, Jeany Park

Fundraising

It’s not just about asking—it’s about engaging with a plan! This is a quick dive into how to increase fundraising in your event paddle raise. Sam will share the fundamentals of a strong appeal, the keys to maximizing your revenue, and share two case study demos for an in-person event and a hybrid event.

  • Speaker: Samantha Swaim, Swaim Strategies

Movement Building, Part 1

Ready to revolutionize giving? Let’s dive into the cognitive science of donor engagement unveiling community-centered fundraising strategies that forge alliances between nonprofits and donors. You’ll leave knowing how to craft ethical narratives that uplift and unlock deeper discussions that lead to long-term collaborations.

  • Speaker: Frank Velásquez, Jr., 4 Da Hood

Take a moment stretch your legs, talk to new friends and grab a quick refreshment. 

Movement Building, Part 2

The Fundraising Elevator podcast gets a live audience today as Kristin Steele and Samantha Swaim moderate a powerful conversation with guest Diana Farias Heinrich, creator of the Equastory™ framework. Learn how to build movements that go the distance.

  • Speaker: Diana Farias Heinrich, Habrá Marketing

Lunch and maybe a little homework? Okay, not homework, but we’ll make sure you’re ready to engage with volunteers for a short activity at the end of lunch hour. Grab your lunch provided by Kitchen Killa.

Take a moment to grab a bite and return for a special broadcast session of The Fundraising Elevator podcast for our online audience that is a deeper dive into the special appeal.

Donor Engagement

In an ideal world, you would have a genuine 1:1 relationship with every donor where writing thank you notes feels like sprinkles on a cupcake. Instead, when a donation comes in, the clock starts ticking. So, how can you genuinely thank and steward your donors in less time? This is a real time training on how you can increase your revenue and improve donor retention with automation.

  • Speaker: Rachel Bearbower, Small Shop Strategies and Nonprofit Automation Agency

Event Planning

This will be fast, furious, and full of fundraising goodness. Hear from top experts like Sam, Kristin, Mary, Ryan, Jenna, and Kelly on how to turn your events into transformational experiences.

Movement Building, Part 3

Many nonprofit boards are underutilized when it comes to fundraising. This session will provide actionable strategies to inspire, engage, and empower your board members to take an active role in your event fundraising. You’ll also see real-world examples of successful board activation to drive fundraising results. Learn how to turn your board into fundraising champions by aligning their passions with your mission, creating specific fundraising roles, and leveraging their networks for maximum impact.

  • Speakers: Julia Tonti, OneCause + Nicole Clark, OneCause

Movement Building, Part 4

This session will help you think about collaboration in your fundraising and what is possible when you take time to be in service to each other. As a longtime attendee at Elevate and executive director, Zerik returns to share the transformative work happening in his community of Savannah, Georgia.

  • Speaker: Zerik Samples, Coastal Empire Habitat for Humanity

Thank you to our speakers and sponsors who made Elevate possible. Our brief closing session will offer some additional next steps and resources to support you with your event planning goals.

  • Emcee: Crystal Chanel

Meet Our Elevate 2025 Speakers

Get ready to be inspired by an incredible lineup of thought leaders, nonprofit innovators, and fundraising trailblazers. These experts bring game-changing insights, real-world experience, and fresh strategies to help you take your mission to the next level. 

Crystal Chanel

Founder | Press Release Marketing

Crystal Chanel

Founder | Press Release Marketing
Contact Crystal

Rachel Bearbower

Founder | Small Shop Strategies

Rachel Bearbower

Founder | Small Shop Strategies
Contact Rachel

Diana Farias Heinrich

Founder | Habrá Marketing

Diana Farias Heinrich

Founder | Habrá Marketing
Contact Diana

Frank Velásquez Jr.

Founder | 4 Da Hood

Frank Velásquez Jr.

Founder | 4 Da Hood
Contact Frank

Jo Davis

Director of Nonprofit Banking & Community Development | OnPoint Community Credit Union

Jo Davis

Director of Nonprofit Banking & Community Development | OnPoint Community Credit Union
Contact Jo

Siri Lippy

Sr. Fundraising Specialist | Auction Packages

Siri Lippy

Sr. Fundraising Specialist | Auction Packages
Contact Siri

Samantha Swaim

Strategic Director | Swaim Strategies

Samantha Swaim

Strategic Director | Swaim Strategies
Contact Samantha

Kristin Steele

Creative Director | Swaim Strategies

Kristin Steele

Creative Director | Swaim Strategies
Contact Kristin

Kelly Russell

Fundraising Host & Auctioneer | Artisan Auctions

Kelly Russell

Fundraising Host & Auctioneer | Artisan Auctions
Contact Kelly

Zerik Samples

CEO | The Coastal Empire Habitat for Humanity Inc.

Zerik Samples

CEO | The Coastal Empire Habitat for Humanity Inc.
Contact Zerik

Jedidiah Chavez

Development Director | Western States Center

Jedidiah Chavez

Development Director | Western States Center
Contact Jedediah

Jeany Park

Owner + Agency Director | Tree Swing Video

Jeany Park

Owner + Agency Director | Tree Swing Video
Contact Jeany

Mary Elizabeth

CEO | The Fundraising Event Company

Mary Elizabeth

CEO | The Fundraising Event Company
Contact Mary

Jenna Watanabe

Creative Director | The Fundraising Event Company

Jenna Watanabe

Creative Director | The Fundraising Event Company
Contact Jenna

Ryan Goodwin

VP of Project Management + Client Relations | The Fundraising Event Company

Ryan Goodwin

VP of Project Management + Client Relations | The Fundraising Event Company
Contact Ryan

Lisa Aragon

Founder & Digital Strategist | Arpeggio Digital

Lisa Aragon

Founder & Digital Strategist | Arpeggio Digital
Contact Lisa

Colin Griffith

Digital Strategist | Arpeggio Digital

Colin Griffith

Digital Strategist | Arpeggio Digital
Contact Colin

Nicole Clark

Senior Account Executive | OneCause

Nicole Clark

Senior Account Executive | OneCause
Contact Nicole

Veronica Kim

Fundraising Consultant | The Cause Catalyst

Veronica Kim

Fundraising Consultant | The Cause Catalyst
Contact Veronica

Erica Soto

Chief Cause Catalyst | The Cause Catalyst

Erica Soto

Chief Cause Catalyst | The Cause Catalyst
Contact Erica

Brandon Lenzi

Owner | Bowtie Strategies

Brandon Lenzi

Owner | Bowtie Strategies
Contact Brandon

Kimberly Bottom

Senior Account Director | Feathr

Kimberly Bottom

Senior Account Director | Feathr
Contact Kimberly

Josh Meyer

VP of Market Engagement | Blooomerang

Josh Meyer

VP of Market Engagement | Blooomerang
Contact Josh

Julia Tonti

Senior Director of Sales | OneCause

Julia Tonti

Senior Director of Sales | OneCause
Contact Julia

Kurt Beadell

Creative Director + Owner | Vibrant Table

Kurt Beadell

Creative Director + Owner | Vibrant Table
Contact Kurt

Matt Gibson

Premier Accounts Manager | Greater Giving

Matt Gibson

Premier Accounts Manager | Greater Giving
Contact Matt

Michelle Holman

Area Marketing Manager | Greater Giving

Michelle Holman

Premier Accounts Manager | Greater Giving
Contact Michelle

Rachel Bracker

Co-Founder | Hungry Mantis

Rachel Bracker

Co-Founder | Hungry Mantis
Contact Rachel

Denmark Whitkar

DJ Avelanche | Bridge City Music

Denmark Whitkar

DJ Avelanche | Bridge City Music
Contact Denmark