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Reflection and Looking Forward: Reevaluating After Year-End Giving

About this event

Nonprofits face the year-end giving seasons with mixed feelings. On one hand, it’s the best time of the year since you can feel the spirit of giving from just about everyone. At the same time, it’s a stressful time for nonprofits given that goals and targets must be met. Taking a look at your nonprofit's year-end giving program, what can we learn for next year? How can you use your year-end giving to springboard your 2023 giving? Join us as we chat with some industry experts to discuss strategies on how to evaluate and realign year-end giving programs.

Meet the Panelists

Richard Tollefson, Founder & President at Phoenix Philanthropy

Richard Tollefson established The Phoenix Philanthropy Group with nearly 20 years of fundraising and advancement management experience, and now has more than three decades of successfully helping strengthen nonprofit and other organizations. 

Prior to starting The Phoenix Philanthropy Group in late 2004, he served as the Vice President of Institutional Advancement at his alma mater, Thunderbird School of Global Management, the world’s leading international business school. 

Richard is involved with a number of civic and nonprofit organizations. His current and previous affiliations include serving on the Boards of Directors of Social Venture Partners International, Social Venture Partners Arizona, the Giving Institute, Council for Advancement and Support of Education (CASE) District VII, and Association of Fundraising Professionals (AFP) Greater Arizona Chapter; the Advisory Council for Arizona Community Foundation’s Kellenberger + Tollefson Center for LGBTQ Philanthropy and Tollefson + Kellenberger Forum for Social Justice.

Lori L. Jacobwith, Founder & CEO at Ignited Fundraising

Lori is the Founder and CEO of Ignited Fundraising. The sweet spot of her work is to help organizations put a face on their impact by sharing powerful mission moment stories. Lori delights in helping nonprofit staff & board members create fundraising solutions that exceed their fundraising goals. Public speaking & training remain a passion she eagerly embraces as more organizations are seeking to bring clear, bold messaging, team-building skills, and culture change to strengthen their foundation.

Regina Alhassan, Chief Executive Officer at The Research Pro

CEO of ResearchPRO, Regina Alhassan enjoys helping non-profit leaders reach their highest goals. With total dollars identified in the billions, her work as a prospect development legend continues to fuel multi-million-dollar charitable giving campaigns across the United States. With a long history of industry leadership and current Faculty for Apra Fundamentals, Regina is also an award-winning artist, writer, philanthropist, and TEDx Speaker.

Julia Beltran, Partnership Manager at Double The Donation

Julia is the partnerships manager at Double the Donation, the leading automated matching gift software provider. Through her role, Julia works with the top fundraising solutions to help nonprofits and educational institutions raise more revenue through employer-matching gift programs.

What will be discussed?

  • Ways to effectively evaluate the success of your year-end giving
  • How to take lessons from this year to strengthen your year-end giving for next year
  • Best fundraising strategies to put in place coming out of year-end giving

Who should attend?

While we firmly believe that anyone in the nonprofit sector could benefit from learning and thinking about year-end giving, nonprofit leadership and fundraisers will find this panel the most pertinent.

Earn 20 Cause Coins Today!

When you register and join us live you will earn 20 Cause Coins which can be redeemed for discounts on software for mission-driven businesses and free consultations with industry experts! Learn more about Cause Coins and join NXUnite here.

Interested in being a panelist? Let us know via this survey.

Hosted by

  • Team member
    Team NXUnite NXUnite

    NXUnite is here to make introductions that lead to lasting relationships.

  • Guest speaker
    Richard Tollefson Founder & President @ Phoenix Philanthropy

  • Guest speaker
    Regina Alhassan Chief Executive Officer @ ResearchPRO

  • Guest speaker
    Julia Beltran Partnerships Manager @ Double the Donation

  • Guest speaker
    Lori L. Jacobwith Founder and CEO @ Ignited Fundraising

  • Team member
    Colleen Carroll NXUnite Lead @ Nexus Marketing


Making introductions that lead to lasting relationships.

NXUnite by Nexus Marketing is an online community resource for change-makers to learn, network, and grow.

NXUnite panels are engaging conversations between Nexus network experts and nonprofit and mission-driven professionals that address what matters to the mission-driven sector.