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Archive for the ‘Events’ Category


Field of Dreams: Planned Giving Basics

Tuesday, February 7th, 2012

Presented by Mary Louise Luna, CFRE.

In keeping with Write-A-Will month, Mary Louise will be speaking on Planned Giving programs.

Mary Louise Luna, CFRE is Planned Giving Officer for Carondelet Foundation and has been with Carondelet for 14 years since 1996.  She was honored by AFP as Outstanding Fundraising Executive in 2002.

Branding to Attract Donors

Friday, January 13th, 2012

The importance of branding to attract donors
•    Rules of Branding
•    You and the Competition
•    Understanding the Consumer ~ know your best customer
•    Design is key
•    Working with your marketing team

Presented by Robyn Frey, Vice President/Creative Director, Bolchalk Frey Marketing

Since joining Bolchalk Frey Marketing in 1982, Robyn has used her versatile talents to create images and messages that guide clients to their desired goals in marketing their products and services.

Robyn’s strength is that she always has a new and different idea that becomes a creative strategy for an entire marketing campaign or one advertisement. She has a vast background in artistic endeavors that enables her to translate client’s ideas into images that sell.

Robyn and her creative design team have won numerous design awards in Arizona and nationally.  Robyn’s genius is being able to simplify the program goals into simple, easily undertstandable messages that are appropriate and consistent for each medium – from transit shelters to advertisements to television and radio commercials. She provides guidance for the creative staff in the details and production of the designs.

A native of North Carolina, Robyn has a BA in Graphic Design from the University of Georgia. She was an artist for the University Of Georgia College Of Veterinary Medicine and served as Art Director at Bernard Hodes Advertising.

She received the Phyllis Ehlinger Women of Excellence Award in 2010 from the American Advertising Federation Tucson.

Fundraising Trends … What worked over the last few years … What we can expect for 2013and BEYOND!

Saturday, January 7th, 2012

The close of the calendar year and the upcoming holidays is always a good time to look back and evaluate what worked really well in our fundraising programs…as well as those areas that remain challenging. Were our boards more engaged?  Did we diversity our donor base? Did special events attract new donors? Has social media translated into awareness and then givers or are we still searching for new ways to make this work? Is it easier or harder to find and retain good fundraising talent? Have world events, and the globalization of fundraising made it more attractive and successful to do international fundraising? We shall cover all these topics and give insights and predictions into what we can expect, 2012 and beyond.

In addition to consulting, Laura is a motivational speaker and best-selling author of The Ask: How to Ask for Support for Your Nonprofit Cause, Creative Project, or Business Venture, (2010), The Ask: How to Ask Anyone for Any Amount for Any Purpose, (2006) and Developing Major Gifts: Turning Small Donors into Big Contributors (2001).

The Ever Changing World of Small Non-Profit Boards

Saturday, January 7th, 2012

Why is it that some small non-profit boards tend to get mired down in crises and create a feeling of dysfunction? Are these familiar issues for you: lack of fundraising experience or the desire to do so; resistance to change; focusing on the “little” picture and forgetting the big one; or micromanaging staff? Your board members may have the best of intentions, buy you must help them put “FUN” into the board’s “Dysfunction”. They need guidance in making their volunteer experience even better for themselves and for the organization. This session will provide participants various learning tools in creating a positive experience of change for boards in search for that “FUN” or “First-Class Understanding of Non-profits”.

Sean D. Hammerle, CFRE is the Founder and President of PLAID Consulting, LLC a Houston-based firm focused on philanthropic leadership and institutional development for small and medium sized non-profits. With over 20 years’ experience in non-profit fundraising, Sean has raised over $50 million for organizations of all sizes and missions throughout his career. He is a member of the AFP International Board and Subject Matter Expert for CFRE International.

How to Turn Your Volunteers (Board and Non-Board Members) into Great Fundraisers

Saturday, January 7th, 2012

Fundraising is about relationships, and yet many organizations overlook their volunteers as potential donors and advocates for the organization. This session will move beyond the traditional practice of utilizing only board members as fundraisers, and will focus on how many different types of volunteers, including board members, can play an active role in all areas of fundraising, including events, individual solicitation, proposal writing, and direct mail.  The more advocates and fundraising volunteers your organization has working on its behalf, the better off it will be. Come explore ways for your organization to boost fundraising results by getting your volunteers involved in all aspects of fundraising.

Amy Eisenstein is the Principal of Tri Point Fundraising, a full service consulting firm. Amy has helped her clients raise millions of dollars for their annual funds and capital campaigns. She is a certified AFP Master Trainer and has been a CFRE since 2004.

Building a Major Gifts Pipeline despite BIG Obstacles

Saturday, January 7th, 2012

Learn to recognize the management styles, and strengths and weaknesses of your CEO, Executive Director, Dean and Board Chair, and then work with THEM for success! In this session participants will learn how to demystify fundraising and motivate staff and volunteers to engage and be successful in the development process. Help raise the professional profile of fundraising in your organization.

Adrienne Capps has led many dozens of board members, Executive Directors, Deans, Assistant Deans, faculty and program staff to engage in fundraising. Examining behaviors, motivations, strengths, weaknesses and individual’s perspectives has helped her countless times to reduce the fear of fundraising, promote the professional profile of fundraising and ultimately teach my supervisors to be successful in fundraising, which makes me successful too. With 13+ years in the field, an MBA and the CFRE since 2004, she currently leads a $16M campaign effort as the Assistant Dean for Development and External Relations and Senior Management Team Member at the UC Davis School of Education.

The New Face of Fundraising – Smartphone & Mobile Web Technology

Saturday, January 7th, 2012

This webinar will focus on aspects of how the entire mobile channel has been adopted by today’s generations – and what steps nonprofits of various types need to take in order to remain sustainable and thrive with today’s individual donors.

Tonia Zampieri has been a pioneer in the mobile nonprofit space, becoming an expert on how charities can best leverage this rapidly changing technology and how generational shifts are impacting consumer behavior and expectations. She conceptualized and launched one of the first nonprofit focused mobile apps on iTunes (Tap-n-Give 2009), delivering brand awareness, fundraising and supporter engagement to participating charities.

How to Talk to Your Board – Creating a Long-Term Development Vision

Saturday, January 7th, 2012

Our Boards tend to place a great deal of emphasis on results. Your Board wants to hear about ROI and low fundraising costs.  How do you create an understanding of the long-term nature of major gift development?   What do you do if you don’t really even have access to the Board to try to deepen their understanding?  Perhaps you have leadership gaps and issues to deal with from a campaign, or you are not sure what your own position or credibility is with the Board.  We will explore three actual case studies where the development professional successfully handled talking to their boards and outline several strategies you can ADAPT to your SPECIFIC SITUATION to help you talk to YOUR Board!

Marcy Heim, CFRE, is a sought-after coach and trainer for fundraising leadership, staff and key volunteers who are transforming the world by encouraging philanthropy for their missions.  She is a trusted authority in the development profession and helps organizations and educational institutions uplevel their major gift programs through artful, long-term relationship building dramatically increasing fundraising success AND promoting staff job satisfaction.  Her teaching reflects over twenty years of firsthand, in-the-trenches, major gift fundraising and management experience where she and her team raised millions of dollars by creating the genuine relationships she promotes in her presentations.

Big Gifts for Small Shops

Saturday, January 7th, 2012

When you’re a small organization, you may look at larger institutions and the gifts they secure as impossible for you to get. But small shops can make connections and build relationships to develop big gifts, too. In this session, we’ll review the process of developing a major donor relationship; develop a case for support that inspires big gifts; and pinpoint how you can be strategic in your development approach when you don’t have a lot of hands to do the work.

Alice L. Ferris, MBA, CFRE, ACFRE and James Anderson are partners in GoalBusters, providing philanthropic leadership services, specializing in outsourced development for small nonprofits; integrated fundraising, marketing and strategic planning; and customized education and training programs. GoalBusters has clients in many sectors, including public and community broadcasting, education, arts and culture, social service, healthcare, and Native American causes. In their careers to date, Alice and Jim have helped raise over $9 million for organizations and philanthropic causes.

Jim Anderson has more than 25 years of sales and sales training experience through his positions with local media and national research companies such as Nielsen Media, Simmons and Scarborough Research. Consistently recognized as a top revenue producer ($30 million+), Jim earned “Sales Executive” and “Negotiator of the Year” awards. He migrated into the nonprofit arena in 2005, and specializes in analyzing donor motivations, implementing marketing and social media campaigns, finding compelling stories for organizational case statements, improving nonprofit communications, and making any special event more effective and fun. In 2010, Jim was selected at the AFP Northern Arizona Fundraising Professional of the Year.

Alice Ferris has over twenty years of professional fundraising experience, and is a two-time honoree
as AFP-Northern Arizona Fundraising Professional of the Year. Alice is a member of the AFP International Board, was 2009-2010 Vice Chair, Member Services for AFP International and was the 90th professional in the world to receive the Advanced Certified Fundraising Executive credential. She specializes in strategic and development planning, board development, annual giving, and nonprofit operations.

Alice and Jim, who are both AFP Master Teachers, have presented at AFP Chapters throughout North
America and at the AFP International Conference.

Online Success Strategies, Tools and Trade Secrets

Saturday, January 7th, 2012

Over the past decade nonprofit organizations have been inundated with Internet services and technology options. This session taught by Ted Hart , one of the world’s foremost experts on Nonprofits and the Internet will focus your organization on how it can integrate offline fundraising with online strategies. Content is based on content from the 5 books he has written on this topic. While nonprofit organizations continue to embrace the use of the Internet for a variety of purposes, the challenge most organizations face is how they can build upon their traditional direct mail, special event and other activities while not being an Internet expert themselves. Following the easy to understand guidance offered by Mr. Hart will help you begin your efforts or enhance what you have already started.

Ted Hart, ACFRE is considered one of the foremost experts in both online and traditional fundraising around the world. He is sought after internationally as an inspirational and practical speaker and consultant on topics related to nonprofit strategy and board/volunteer development both online and offline.  He serves as CEO of Hart Philanthropic Services, (tedhart.com) an international consultancy to nonprofits/NGOs, providing serious solutions to nonprofit challenges both online and offline. He has inspired the creation of People to People Fundraising a movement housed online at www.p2pfundraising.org. He is also Founder of the international ePhilanthropy Foundation, the global leader in providing training to charities for the ethical and efficient use of the Internet for philanthropic purposes through education and advocacy. Mr. Hart has also taken a leadership role in helping nonprofits become more green by founding the www.greennonprofits.org movement.