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Archive for the ‘Events’ Category

Who Cares?? Corporate Social Responsibility and YOU!

Thursday, June 13th, 2019

Presented by Michael Cyrino

Nationally, corporate giving represents a small fraction of total budget dollars received by non-profits, yet many focus their efforts on securing those corporate donations, sponsorships and “closing the big donor.” In this presentation, we’ll explore the trends and issues facing corporate philanthropy from both a local and national perspective, share horror stories from a corporate funder, and share best practices for working with corporate partners.

About our Speaker:

A passionate and energetic idea engineer and people connector, Michael cares deeply about improving the availability and access to healthcare for all. Professionally known for leading the corporative social responsibility efforts of Arizona Complete Health, Michael has been recognized as an esteemed champion for the health of all Arizonan’s, working to design and implement programs for that enhance access to care and transform the health of the community, one person at a time. Most recently, Michael has proudly championed and spear-headed the award winning “Crisis Response K9 Program,” a partnership between Arizona Complete Health and the Pima County Sheriff’s Department.

Not one to ever be still, Michael volunteers on the Board of Directors for the Ronald McDonald House Charities of Southern Arizona, where he has spent countless hours advocating for families in their most vulnerable times, as well as Greater Tucson Leadership where he works to improve the retention of professionals, economic impact, and sustainability of Tucson’s businesses and workforce.

Recognized for his dedication to the community, in 2018, the Phoenix Business Journal named Michael “Organizational Advocate of the Year” at the 2018 Corporate Philanthropy Awards, and in 2017 Michael was named one of Tucson’s 40 Leaders under 40 Years old.

Engaging Estate Planners and Other Professional Advisors – Tips and Best Practices

Thursday, May 9th, 2019

PLEASE NOTE: This meeting is being held at the Community Foundation for Southern Arizona – 5049 E. Broadway Blvd., Suite 201, Tucson, AZ 85711

What are the best ways to engage estate planners and other professional advisors about annual and planned giving? What is the appropriate role for a development officer to play when a donor suggests that he or she would like to make a gift? What are the common ethical rules that estate planners and other professional advisors follow when discussing a potential lifetime or testamentary gift? What are productive ways for development professionals to strengthen connections to professional advisors in our community? Come join us for a lively and interesting discussion!

Presented by Elizabeth Friman 

Elizabeth is a third generation Tucsonan and a proud graduate of Green Fields County Day School. She traveled away from Tucson to study economics and government at Connecticut College, where she graduated cum laude. Before law school Elizabeth spent several years in New York city where she worked in the capital markets industry as a as a legal assistant for Davis Polk & Wardwell. Elizabeth returned to Tucson where she attended the University of Arizona Rogers College of Law. In 2013, she joined Fleming & Curti as an Attorney.

Elizabeth’s practice focuses on trust administration, probate, guardianship, conservatorship and estate planning. Elizabeth is a licensed private fiduciary and uses her expertise to help families navigate the process of administering trusts and estates. With the help of the talented staff at Fleming & Curti, Elizabeth serves as guardian, conservator, trustee and/or personal representative. She has a passion for public speaking and has presented on different topics including Charitable Gift Planning, Diminished Capacity and Estate Planning, Representation of Fiduciaries and Best Practices for Trustees Managing Special Needs Trusts. Elizabeth is a member of the Special Needs Alliance, an invitation-only nation organization, comprised of attorneys dedicated to the practice of disability and public benefits law.


Ten Steps to Make Your Board THE BOARD in Town

Tuesday, April 9th, 2019

Presented by Mark Irvin

Over the past 30 plus years Mark has been involved in numerous boards across Tucson including Boys and Girls Clubs, American Red Cross, Pima Community College Foundation, Arizona Bowl, The Metro Chamber of Commerce, Rotary Club of Tucson, Winers and Diners, and many others. Mark’s presentation will give you ten actionable steps to build your Board. Mark is the owner and principal of Mark Irvin Commercial Real Estate Services, LLC.



Oppression is, Oppression is, Oppression is Oppression.

Monday, March 4th, 2019

Formerly titled: Diversity, Inclusion, and Equity: When Doing the Right Thing Just Happens to be Good for Business, Too

Tom Buchanan will moderate a diverse panel discussing the difficulties certain communities have in finding their place at the table. We all talk diversity, inclusion and equity, but what are members of those communities finding as they walk the walk? And what does it take to be able to claim that your organization has a deep and meaningful commitment to inclusion? What are the challenges organizations representing diverse communities have in getting their voices heard and having success in the philanthropic universe?

Panel Moderator: Tom Buchanan, LGBTQ+ Alliance Fund of the Community Foundation for Southern Arizona

Panelists: Vicki Cuscino, Executive Director, DIRECT Center for Independence, Inc. and Counseling DIRECTions, LLC; Andrea Carmichael, Community Foundation for Southern Arizona and Edna Meza Aguirre, JD, CFRE, Director of Philanthropy, Florence Immigration Project.

How to Stay Ethical in an Unethical Climate

Wednesday, January 30th, 2019

Presented by: Dr. Paul Melendez, University of Arizona, Professor, Eller College of Management, Founder, Center for Leadership Ethics

Using case studies, Dr. Melendez will take us through the challenges of considering ethics in decision making and how ethics is a part of pour character and every day life.

Who should attend?  Chief Executive Officers, Chief Development Officers, Planned Giving Officers, Major Gift Officers and all development professionals working with donors.

Dr. Paul Melendez has been with the Eller College of Management since 1996. He earned his doctorate from The University of Arizona with a specialization in “privatization.” He serves as a Professor in the Department of Management and Organizations and Founder of the Center for Leadership Ethics.

As a Professor, he teaches undergraduate and graduate courses in business ethics, international management, organizational behavior, human resources, and innovation. He writes a variety of cases on personal and professional ethics, leads academic programs to emerging economies, and consults for clients around the world on ethical-decision making, transformational leadership, and innovation. He is ranked one of the top professors and consultants in the college, consistently creating value through his inventive, authentic, and engaging teaching style.

As Founder of the Center for Leadership Ethics, he leads efforts to improve organizational ethics through cutting-edge research, education, and outreach programs. The Center for Leadership Ethics is the first of its kind at The University of Arizona and internationally renowned.

Dr. Melendez was previously on the faculty of the School of Public Administration and Policy where he taught courses in public policy, public management, and the analysis of data for decision-making. He also served as Assistant Dean for Eller Executive Education where he successfully helped launch a non-profit, demand-driven, consulting wing for the college.

Dr. Melendez is a native Tucsonan and a proud “Wildcat.” He has a beautiful wife, son, and daughter. In his spare time, he enjoys traveling with his family, reading, and supporting various non-profit organizations as a volunteer and board member.

The Power of Possibility; Creating Positive Visions for the Future with Appreciative Inquiry

Tuesday, January 8th, 2019

Organizations need compelling visions that grab people’s imagination especially in these challenging times.  Getting donors and contributors to invest in an organization not only depends on solid operations, great staff and a track record it also requires a dynamic vision of possibility and a culture of collaboration and engagement.

Join us for a highly interactive session with Deborah Maher, an expert in Appreciative Inquiry. She will offer some of the latest scientific findings on the power of positivity, the practice of reframing, the design and use of generative questions and how conversations worth having often lead to greater than expected outcomes.

Deborah Maher, President DFM Consulting Inc. Organizational Assessments, Strategic Planning, Leadership Coaching, Board Governance, Meeting Design and Facilitation

I am grounded in Appreciative Inquiry, as a methodology and philosophy and easily engage with all levels of organizations and communities. I bring creative and innovative approaches to my work with diverse stakeholders to create consensus-driven outcomes. My interpersonal skills combined with my education (MBA and MPA) and experience enable me to help organizations improve their ability to collaborate, build a positive culture and deliver high quality services. I bring wide ranging experiences having worked with (and for) organizations such as; Pima County Health Department, Tucson Airport Authority, Greater Tucson Leadership, Southern Arizona Legal Aid, Catholic Community Services, Salem Oregon, Neighborworks America, Touchstone/SRA Consulting, Ernst and Young, U.S. Department of Justice and other federal agencies, the City of Baltimore, the State of Oregon, and Portland Metro.

Donor-Centered Fundraising with Penelope Burk -SOLD OUT

Monday, November 19th, 2018

SOLD OUT – Thank you AFP Southern Arizona for bringing Ms. Burk back to speak!

…how to hold onto your donors and make much more money.

Today’s fundraising practices and beliefs were developed at a time when donors were less demanding, competition was less severe, and fundraisers could rely on an unlimited supply of people willing to give. But as wealth shifts to a more independently-minded donor, one who is more questioning and harder to reach, fundraisers need to know what donors want and how to provide it.

Donor-Centered Fundraising is Penelope’s breakthrough strategy that sustains donor loyalty and raises more generous gifts by bringing fundraising in line with donors’ modern-day requirements. Defined by two decades of research with thousands of donors and fundraisers, Donor-Centered Fundraising is the only statistically-supported fundraising philosophy with the power to bring donors and not-for-profits together to achieve substantial growth. 

In this thought-provoking presentation, Penelope looks at what motivates donors of all ages to stay loyal longer and make increasingly generous gifts. And, she offers surprising information about young donors under the age of 35, what is holding back their philanthropy back, and why 53% of them say they could be giving more generously right now to causes they admire.

7:30 Registration and breakfast
8:30 – 11:30 Presentation
(There will be a 10 minute break halfway through the presentation)
11:30-Noon Book signing

National Philanthropy Day Luncheon

Monday, October 15th, 2018

There is no Monthly Breakfast Meeting in November!
Join us at the National Philanthropy Day Luncheon!
Friday, November 16, 2018 at The Westin La Paloma.
Registration is at 11:00 AM. The luncheon is 11:30 AM until 1:15 PM.

Buy a table or tickets to the event!

If you have already purchased you table and tickets, thank you for your support!  Please email your guests’ names to no later than Monday, November 5th.
Payments for tickets and tables must be received by November 1st.

Overcoming the Messiah Complex© in Fundraising

Wednesday, September 12th, 2018

High expectations abound in the fundraising profession. Sometimes expectations are even unrealistic, creating disproportionate stress for fundraising leaders that is not equally shared by the leadership and program staff around them. Have you ever worked at or with an organization where you’re supposed to raise all the money, fix the problems, or “save” the (you name it) program, staff or organization? Then perhaps you’ve experienced The Messiah Complex © in Fundraising. So, what’s a fundraiser to do? We can’t change others, but we can make a difference in the way we value ourselves, manage workplace expectations and meander challenging environments. In this session, we’ll share secrets from the ancient traditions of yoga and meditation to help you stay balanced and true to yourself amidst the chaos around you.

About the Presenters

Both Jennifer Tersigni and Gemma Thomas bring years of experience as nonprofit leaders, fundraisers and practitioners of yoga and mediation to their work and life.

Jennifer M. Tersigni, MA, CFRE

Jennifer Tersigni is the principal and lead consultant at Raise the Bar Consulting, specializing in comprehensive fundraising, organizational development and interim executive solutions. The proud holder of an unanticipated 20-year fundraising career, Jennifer has helped 72 clients reach their goals, served as an interim executive four times, and raised more than $75 million. Jennifer enjoys collaborating with leaders to transform organizations, develop new initiatives, build sustainable funding, and make a meaningful impact in the world. Jennifer’s introduction to fundraising began in the Office of the Social Secretary at The White House, where she implemented political and social events for the President and First Lady of the United States.

A recipient of Tucson’s 40 Under 40 and a Rotary International GSE alumnus, Jennifer is a member of the Association of Fundraising Professionals and is a Certified Fund Raising Executive (CFRE). She holds a bachelor’s degree from Indiana University of Pennsylvania, a master’s degree from the University of Arizona, and Yoga Instructor & Yoga Therapy Certifications from the Paramanand Yoga Institute & Ashram in Indore, India. Jennifer has lived and traveled in thirty-seven countries on four continents to-date, brings cross-cultural experience to her work, and always looks forward to life’s next great adventure.

Gemma Thomas, MSW

Gemma Thomas is a native Tucsonan and an accomplished health and human services leader. A graduate of the University of Arizona with a Bachelor of Science degree in Molecular/Cellular Biology, she went on to complete her Master’s in Social Work with an emphasis on nonprofit administration. Her professional journey began as an office manager of a local physician practice. Joining Children’s Clinics in 2015, Gemma has served in various leadership positions and is currently the Chief Administrative Officer.

Gemma completed her RYT200 Hatha yoga training in 2013. With an interest in special populations, Gemma spent three years teaching gentle and yin yoga and volunteering with adults with intellectual and developmental disabilities, teaching individualized adaptive yoga classes to bring movement into their daily routines. Though she no longer teaches, she continues her practice as a student and gives back to our community in other ways, including as a member of the Children’s Museum Board of Directors, Care Fund Tucson Advisory Council, and Children’s Action Alliance Southern Arizona Advisory Council.

Leading Change through Emotional Awareness

Friday, August 10th, 2018

Presented by Jenny Flynn, Senior Vice President, Development Services, University of Arizona Development Program

Program description:
Successful change leaders at all levels recognize the importance of human behavior in achieving big goals. Leading change in your organization involves not only a compelling vision and a logical plan but also an emotional journey for each team member. This presentation will highlight a few fundamental approaches to change management and focus on the often neglected and most important change variable of all—people. The presenter will draw from two recent experiences of successfully incorporating emotional awareness into program transitions and share tools that have helped team members manage the emotions of change.

Jenny Flynn Bio:
As Senior Vice President for Development Services at the University of Arizona Foundation, Jenny Flynn leads four key units of the University Development Program: Information Technology, Strategic Information Services, Foundation Relations and GIFT Center, and Human Resources and Talent Management. As part of the University’s fundraising program since 2001, Jenny has helped to raise more than $100 million for the UA. In 2007 she founded the GIFT Center, a fundraising resource center for faculty and staff, to support efforts for charitable grant-seeking. In 2015, Jenny was promoted to run the new development services department, including IT. At that time she was also charged, along with the UA Provost, with co-chairing the creation of a transformational plan for the UA’s development program (the UDP) to achieve a goal of doubling fundraising through a future campaign of at least $3 billion. Jenny is the project sponsor for a major, two-year fundraising CRM conversion that utilizes best practices and streamlines systems across a decentralized campus.