Fundraising for Impact Summit

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We are excited to announce that the Impact Exchange and the Fundraising for Impact Summit will be held in collaboration in Phoenix, Arizona February 6-9, 2017! The Impact exchange will be held February 6-7, with the Fundraising for Impact Summit held February 7-9.

Connecting impact and revenue in a virtuous cycle gives your United Way the best opportunity to extend the reach of both efforts, ensuring maximum benefit to the communities you serve. Attendees will receive fundraising best practices – focused on accelerating revenue growth for our impact work, through donor-centered and corporate-centered fundraising practices. United Ways will share best practices, and outside speakers will share insights and key fundraising research – all while emphasizing United Way’s Network-Wide Strategy.

This collaborative networking opportunity will place an emphasis on the importance of cross-functional collaboration amongst resource development and community impact staff, for sustainable and scalable community practices.

photo courtesy of Visit Phoenix


  • Reinforce your United Way’s positioning as a community impact organization, with fundraising as a core component for the implementation of the United Way business model.
  • Deepen understanding and best practices about product/initiative development, and the role of multiple disciplines within each United Way, to create and offer donors the opportunities to invest in specific community work.
  • Share innovative work and plans to position United Way for growth in the rapidly-changing marketplace.
  • Foster networking to generate new ideas to support each other and our work throughout the network.
  • Share best practices among United Way fundraisers in specific disciplines: major and planned giving, campaign and resource development management.
  • Promote trust to facilitate network partnerships and engagement.
  • Share information and insights into donor needs and interests, and how to strengthen United Way as a donor-centric organization.

Please join us for sessions around corporate partnerships, major and planned giving best practices, new relationship management protocols and much more. Learn from top thought leaders in the field in a wide variety of educational sessions and network with your peers.


February 7-9, 2017 at the Pointe Hilton Tapatio Cliff Resorts in Phoenix, Arizona.

Our host hotel, Pointe Hilton Tapatio Cliff Resort, has reached capacity and cannot accommodate any additional reservations. If you are in need of a hotel room for Impact Exchange and/or Fundraising for Impact Summit, please consider:

Pointe Hilton Squaw Peak Resort
7677 North 16th Street
Phoenix, AZ 85020
Phone: (602) 997-2626
Online Reservations



The registration fee is $950.00 USD, prior to Friday, January 20.

The registration fee is $1,050.00 USD, after Friday, January 20.


Click here to view the Program-at-a-Glance.


  • Networking Reception: 6:00-7:00 p.m.


Please note: The Impact Exchange & Fundraising for Impact Summit will offer cross-functional learning opportunities from 8:30 a.m.-2:00 p.m. on February 7.

  • Breakfast & Opening General Session: 8:30-10:00 a.m.
  • Networking Break: 10:00-10:30 a.m.
  • Learning Sessions: 10:30-11:45 a.m.
  • Lunch & General Session: 12:00-2:00 p.m.
  • Learning Sessions: 2:30-3:45 p.m.
  • Networking Break: 3:45-4:00 p.m.
  • Learning Sessions: 4:00-5:15 p.m.


  • Breakfast & General Session: 8:30-10:00 a.m.
  • Networking Break: 10:00-10:30 a.m.
  • Learning Sessions: 10:30-11:45 a.m.
  • Lunch & General Session: 12:00-2:00 p.m.
  • Learning Sessions: 2:30-3:45 p.m.
  • Networking Break: 3:45-4:00 p.m.
  • Learning Sessions: 4:00-5:15 p.m.
  • Networking Happy Hours: 6:00-7:00 p.m.


  • Breakfast: 8:30-9:00 a.m.
  • Learning Lab General Session: 9:00-10:15 a.m.
  • Networking Break: 10:15-10:30 a.m.
  • Closing General Session: 10:30-11:45 a.m.

photo courtesy of Visit Phoenix



Mix and mingle with United Way cowboys and cowgirls under the Arizona sky! Join us for southwestern fare and beverages, just a few steps away from the summit. Pack your best western attire - cowboy hats and boots are encouraged!


Lisa Bowman serves as United Way Worldwide’s Chief Marketing Officer. She leads the organization’s marketing team and initiatives to create, develop and implement United Way’s global marketing strategies that highlight the organization’s image and heritage to galvanize engagement of donors, advocates, volunteers as well as partner relationships in communities around the world. Bowman oversees brand, marketing and strategic communications including brand innovation, creative development, media relations, affinity groups and strategic alliances such as the famed NFL and United Way partnership. Bowman joined United Way Worldwide from UPS where as part of her $80 million social investment portfolio in The UPS Foundation, Bowman oversaw the transportation company’s United Way campaign, which touched over 300,000 employees.

Dr. Stefan M. Bradley is author of the award-winning “Harlem vs. Columbia University: Black Student Power in the Late 1960s” and co-editor of “Alpha Phi Alpha: A Legacy of Greatness, The Demands of Transcendence.” Since 2008, Dr. Bradley has served as associate professor of history at Saint Louis University, where he received the Faculty Excellence Award and the Ernest A. Calloway Jr. Excellence in Teaching Award. He also holds an affiliated faculty appointment in African American Studies at Saint Louis University and serves a mentor in the African American Male Scholars Initiative. Click here to read full bio.

Jon Fine has been with United Way of King County as its President and Chief Executive Officer since 2000. Under Mr. Fine’s leadership, United Way of King County is one of the largest United Ways in the country and is also one of the leading human services organizations in the Puget Sound region. Prior to United Way, Mr. Fine served a successful tenure as the CEO of the Seattle/King County Chapter of the American Red Cross. Before joining the Red Cross, Mr. Fine worked for Weyerhaeuser and then in the banking industry with Puget Sound Bank from 1981 to 1993. He served as Senior Vice President and Treasurer of Puget Sound Bancorp, and as Managing Director of Puget Sound Securities. Click here to read full bio.

Brian Gallagher, became President and Chief Executive Officer of United Way of America in 2002 and then of United Way Worldwide in 2009. In 2002, he immediately took on the challenge of leading the transformation of the organization to focus on community impact. A career veteran of the United Way system, Gallagher believes that the true measure of success for United Way and other philanthropic organizations is bottom-line results: the lives that are changed and the communities that are shaped. This represents a dynamic shift from the United Way recognized for decades as the nation’s premier fund raiser and distributor. Gallagher has raised the bar on the accountability, governance and transparency standards adopted as a requirement of membership for all United Ways. Today, United Way has 1,800 local affiliates in 41 countries and territories raising $5.2 billion annually, with 9.6 million donors and 2.2 million volunteers. Follow Brian on Twitter.

Tiffany Jana, Founder of TMI Consulting Inc., has helped orchestrate the firm’s tremendous growth over the past 13 years. This includes establishing a national network of consultants and spearheading the company’s transition into the world’s first Certified Benefit Corporation with a diversity and engagement focus. Jana has positioned TMI Consulting as the global leader in social enterprise, values-based engagement. As TMI’s leader, Jana oversees the development of the firm’s strategy, client relationships, and people. Jana also serves as a strategic advisor on client engagements, and has deep expertise in diversity and inclusion, marketing, leadership, and stakeholder engagement. Jana's vision is to help clients optimize their workplace and community environments based on stated values. If TMI can help clients shift diversity from a liability to an asset locally, the regional and global impact will expand exponentially. She is the proud mother of two cats (who she wishes were dragons) a quirky college sophomore, a charismatic high-school senior, and an opinionated fourth grader.

Richard Perry, Founding Partner of Veritus Group, Richard Perry has over 30 years of experience helping nonprofits transform their Major Donor programs. Perry co-founded The Domain Group, which was one of the largest full-service fundraising consulting agencies serving major national, regional and local non-profits in the United States. Perry also does management consulting and leadership development and transition, and has worked with mergers and acquisitions.


Click here to view all learning sessions.

DOWNLOAD LEARNING SESSION MATERIALS! Click here to download learning session materials.

Click here to view the 2017 Learning Session FAQ.


SUPERSHUTTLE: A special United Way discount is available for those traveling between Phoenix Sky Harbor International Airport and the Pointe Hilton Tapatio Cliff Resorts. Click here to receive the discount code.



The RFP application OPENS Monday, September 19.

The RFP application CLOSES Friday, October 7.

Click here to learn more about the RFP process.


Click here to explore the top things to do in Phoenix!

PHOENIX PHUN PHACTS (courtesy of Visit Phoenix):

  • Phoenix's elevation is 1,117 feet.
  • Phoenix has an average annual rainfall of 8.04 inches, an average temperature of 75.05 degrees and an annual high temperature of 86.7 degrees. The average high temperature in winter is 67 degrees. (February weather is delightful!)
  • Phoenix Sky Harbor International Airport, dubbed America's Friendliest Airport, is a hub for two major low-fare carriers (US Airways and Southwest Airlines).
  • Phoenix is one of the few U.S. cities with franchises in all four major professional sports leagues: Phoenix Suns (NBA), Arizona Diamondbacks (MLB), Arizona Cardinals (NFL) and Arizona Coyotes (NHL).
  • University of Phoenix Stadium, home of Super Bowl XLII and Super Bowl XLIX, features both a retractable fabric roof and a roll-out grass field.
  • Greater Phoenix is the corporate headquarters of four Fortune 500 companies: Freeport-McMoRan, Avnet, Republic Services, and Insight Enterprises.
  • There are six lakes within a 75-minute drive of Phoenix.
  • Arizona is home to 22 American Indian tribes.

photo courtesy of Visit Phoenix


Flex credits may be used towards the Fundraising for Impact Summit if you complete this request form

Flex credits are available to use for the Fundraising for Impact Summit for the following items:

  • Registration fees (volunteers qualify if a United Way staff person is attending the same learning opportunity or conference)
  • Some travel costs such as airfare, rental car, or mileage (only one form of travel reimbursement, rental car, mileage, or airfare is allowed with a maximum of $500 per trip)
  • Daily per diem – a combination of the hotel room rate, plus taxes and any meal not included during a learning opportunity

Please click here to access your United Way flexible credit balance. If you choose to use Flex Credits to pay for this event, when you get to the payment screen while registering, choose “Flex Credits” from the drop-down payment box. You will need to enter your organization number in the box provided if you choose the flex credit payment option.

All travel reimbursement from flex credits is submitted and processed after the event is over. Each registrant will receive an online travel reimbursement form within 5 business days of the program completion. Once this form is sent, it must be completed within 10 business days, after which further reimbursements cannot be processed. You do not need to keep your receipts to fill out this form, though we do encourage you to keep them for your records.

Learn more about UWW's flexible credit policy. If you have any questions about flexible credits, please contact


Should you have any questions related to the summit, please contact Kelly Waldron, Director, Capacity and Performance at


Sponsorship at the Fundraising for Impact Summit allows access to over 1,800 United Ways who are providing measurable impact in the communities they serve. Click here to view sponsorship opportunities.