FUNDRAISING SUMMIT
Streamline to Scale
Join us at the two-day Fundraising Summit to discover how simplifying your systems and processes can unlock growth. Learn how to streamline your tools, reduce manual work, and build stronger donor connections that scale with your mission.
- August 20 & 21, 2025
- 10 AM to 4 PM ET
- 9 AM to 3 PM CT
- 7 AM to 1 PM PT
Spots are limited. Join 1,200+ nonprofit professionals.
SUMMIT THEME
Cut the clutter. Grow with confidence.
If your team is spending too much time managing disconnected tools, spreadsheets, and scattered donor data, you’re not alone. At this free virtual summit, you’ll learn how to streamline your fundraising processes and tools so you can scale your impact more efficiently.
You’ll walk away with proven strategies to consolidate your tech stack, automate stewardship, and expand your donor base—all while keeping the donor experience at the center.
Whether you’re looking to reduce admin work, improve insights, or grow sustainably, this summit will give you the tools to fundraise smarter and scale faster.
August 20, 2025
Summit Agenda Day 1
10:00 AM ET / 7:00 AM PT
Welcome
Our hosts Jenna and Rob will welcome attendees and introduce the summit's core theme of implementing new strategies to achieve fundraising success.
Jenna Notarfrancesco from CauseVox
10:15 AM ET / 7:15 AM PT
The monthly giving blueprint: Strategies to scale your nonprofit’s impact
Explore real-world case studies and proven strategies to launch and scale a monthly giving program that drives lasting impact and sustainable revenue.
Katherine Lacefield from Just Be Cause Consulting
11:00 AM ET / 8:00 AM PT
Design an intergenerational people pipeline for sustainable, long-term funding growth
Learn how to build an intergenerational volunteer pipeline that scales your mission through inclusive leadership, intentional mentorship, and sustainable people-powered systems.
Aria Ma from LUNEAERA
11:45 AM ET / 8:45 AM PT
How to keep 90% of your donors forever
Discover the simple yet powerful shift that turns one-time donors into loyal monthly supporters—and why most nonprofits are missing it.
Chris Barlow from Beeline
12:30 PM ET / 9:30 AM PT
Break + CauseVox promo + participation prize
Take a quick break to recharge, then join us for a brief CauseVox showcase highlighting tools to simplify and amplify your fundraising. Don’t miss your chance to win our participation prize!
Jenna Notarfrancesco from CauseVox
12:45 PM ET / 9:45 AM PT
From scramble to system: Turning strategy into stewardship rhythm
Transform your fundraising strategy into a manageable rhythm that keeps you organized and connected to your donors year-round.
Erica Soto and Amie Echeverria from The Cause Catalyst Co.
1:30 PM ET / 10:30 AM PT
Wake up the sleeping donors in your CRM
Unlock proven strategies to steward mid-level donors and build a thriving major gift pipeline through data, personalization, and intentional engagement.
Jeff Grandy from Catapult Fundraising
2:15 PM ET / 11:15 AM PT
Break + CauseVox promo + participation prize
Take a quick break to recharge, then join us for a brief CauseVox showcase highlighting tools to simplify and amplify your fundraising. Don’t miss your chance to win our participation prize!
Jenna Notarfrancesco from CauseVox
2:25 PM ET / 11:25 AM PT
The 5-metric dashboard: Simplifying fundraising analytics for maximum impact
Cut through the clutter and pinpoint the five metrics that truly drive fundraising success—then learn how to turn them into a clear, actionable strategy with a streamlined dashboard your whole team can use.
Timson Tse from Whole Whale
3:10 PM ET / 12:10 PM PT
Beyond the buzz: Crossing the chasm
Unpack the hidden dynamics of the tech adoption curve and learn how to move beyond early adopters to drive real, scalable traction for your tools, campaigns, or cause.
Andrew Gottlieb from No Typical Moments
3:55 PM ET / 12:55 PM PT
Closing remarks
We’ll wrap up the summit with final takeaways, key themes, and a look at practical next steps to help you put today’s insights into action.
Jenna Notarfrancesco from CauseVox
August 21, 2025
Summit Agenda Day 2
10:00 AM ET / 7:00 AM PT
Welcome
Our hosts Jenna and Rob will welcome attendees and introduce the summit's core theme of implementing new strategies to achieve fundraising success.
Jenna Notarfrancesco from CauseVox
10:15 AM ET / 7:15 AM PT
How to simplify and integrate your marketing and development efforts
Map out a 12-month marketing and fundraising calendar that aligns your outreach, streamlines your workload, and keeps your team focused on what drives results.
Kenny Sigler from Sigler Crist Agency
11:00 AM ET / 8:00 AM PT
Why your emails aren’t raising more (and what high-performing nonprofits do differently)
Rethink your email strategy and uncover the simple shifts that can turn your list into your most powerful fundraising asset.
Christina Tzavaras Edwards from Splendid Consulting
11:45 AM ET / 8:45 AM PT
Smart stewardship: Scale donor love without scaling your budget
Simplify your donor stewardship with smart segmentation and scalable strategies that strengthen relationships—without adding to your workload.
Susan Kahan from Sapphire Fundraising Specialists
12:30 PM ET / 9:30 AM PT
Break + CauseVox promo + participation prize
Take a quick break to recharge, then join us for a brief CauseVox showcase highlighting tools to simplify and amplify your fundraising. Don’t miss your chance to win our participation prize!
Jenna Notarfrancesco from CauseVox
12:45 PM ET / 9:45 AM PT
AI in action: From beginner to scalable impact
Explore how nonprofits of all sizes can harness AI to save time, strengthen engagement, and streamline operations—while staying mission-focused and ethically grounded.
Geng Wang from Civic Champs, Susan Tenby from Techsoup, Elizabeth Orbison from Techsoup, and Susu Wong from Tomo360
1:45 PM ET / 10:45 AM PT
The art and science of fundraising: Using data and storytelling to drive donor engagement
Balance emotion and insight as you learn how to blend storytelling and data to create donor communications that connect, convert, and scale your fundraising impact.
Patricia Glass from Flourish and Alex Fruth from Breckenridge Village
2:30 PM ET / 11:30 AM PT
Break + CauseVox promo + participation prize
Take a quick break to recharge, then join us for a brief CauseVox showcase highlighting tools to simplify and amplify your fundraising. Don’t miss your chance to win our participation prize!
Jenna Notarfrancesco from CauseVox
2:45 PM ET / 11:45 AM PT
How to succeed in stewardship (without really trying)
Reframe your approach to stewardship with simple, sustainable habits that build donor loyalty—without adding stress or complexity to your day-to-day.
Kelly McLaughlin from From Scratch Fundraising
3:30 PM ET / 12:30 PM PT
Closing remarks
We’ll wrap up the summit with final takeaways, key themes, and a look at practical next steps to help you put today’s insights into action.
Jenna Notarfrancesco from CauseVox
Summit Speakers
Meet the expert speakers
Learn from a dynamic lineup of nonprofit leaders as they reveal proven strategies to streamline systems, deepen donor connections, and accelerate your fundraising growth.
Alex Fruth
CFRE, Vice President of Advancement at Breckenridge Village
Amie Echeverria
Fundraising Consultant at The Cause Catalyst Co.
Andrew Gottlieb
Founder & CEO at No Typical Moments
Aria Ma
Founder & Principal Consultant at LUNEAERA
Chris Barlow
Customer Happiness Director at Beeline
Christina Tzavaras Edwards
CEO at Splendid Consulting
Elizabeth Orbison
Head of Operational Excellence at Techsoup
Erica Soto
Fundraising Consultant at The Cause Catalyst Co.
Geng Wang
CEO & Cofounder at Civic Champs
Jeff Grandy
Vice President of Client Development at Catapult Fundraising
Katherine Lacefield
Founder at Just Be Cause Consulting
Kelly McLaughlin
CEO at From Scratch Fundraising
Kenny Sigler
CFRE, Partner at Sigler Crist Agency
Patricia Glass
CNP, Founder & CEO at Flourish
Susan Kahan
Fundraising Advisor & Trainer at Sapphire Fundraising Specialists
Susan Tenby
Director of Community & Partnerships at Techsoup
Susu Wong
Chief Connector & CEO at Tomo360
Timson Tse
Senior Analyst at Whole Whale
Why Attend?
Stop spinning your wheels. Start scaling. This isn’t just another webinar—it’s your blueprint for working smarter, not harder. If your team is stretched thin or buried in spreadsheets, this summit will show you a better way.
Streamline your fundraising. Scale your impact.
This summit is about giving nonprofit teams the clarity, tools, and confidence to simplify their operations and grow. When you reduce the friction behind the scenes, you create more space to build real, lasting donor relationships.
FAQ
The summit takes place on August 20-21, 2025, from 10 AM–4 PM ET | 7 AM–1 PM PT. It’s a free, live virtual event designed to help nonprofit professionals simplify their fundraising systems and grow their impact.
You’ll walk away with practical strategies and tools to streamline your tech stack, reduce manual work, and build stronger, more scalable donor engagement. Sessions are led by nonprofit leaders, tech experts, and fundraising strategists who’ve done it—and want to help you do the same.
Once you register, you’ll receive a Zoom link and confirmation email with all the details. You can join from any device, anywhere—no travel or setup required.
This summit is for nonprofit professionals who want to eliminate inefficiencies, improve donor engagement, and set their fundraising up for long-term success. Whether you lead a small team or manage a large operation, you’ll find insights you can act on immediately.
Yes! The summit is 100% free to attend. No hidden fees, no catch—just expert-led content and helpful resources designed to help you streamline and scale your fundraising.
CauseVox is an all-in-one fundraising platform and CRM that helps nonprofits create personalized donor experiences with custom donation forms, fundraising pages, peer-to-peer campaigns, and ticketed events—backed by hands-on support and simple data management to reduce admin work.
