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Association of Fundraising Professionals: Southern Arizona Chapter

Archive for the ‘Audio Conference’ Category

Diversity in the Workplace (Speed Dating Breakfast)

Thursday, June 9th, 2016

Diversity has become increasingly important in the workplace & in the boardroom. Sign up today for the AFP Statewide Conference coming up soon! Find out which AFP member formerly performed as the ringmaster in a dinner show with horses!

Join us as we collectively dialogue about different issues related to diversity in the fundraising industry.

Topics Include:

*Building and Maintaining diversity on your board

*Accommodating the needs of diverse staff

*Keeping up with diversity in technology

*Managing Donor Diversity

Holiday Party

Friday, November 4th, 2011

There will be no Monthly Meeting in December.   Our regular meeting schedule with resume in January, 2012.

Southern Arizona Chapter
Members Holiday Party
Thursday, December 15, 2011
5 PM – 6:30 PM
Join us to celebrate the Season!

Doubletree Hotel on Alvernon
Upper Lobby Bar

Members – FREE
Guests/Nonmembers – $25

Complimentary Hors d’oeuvres and a Glass of Wine will be provided.
Cash Bar available.

Please RSVP by Monday, Dec. 12th

Secrets of Success in the Small Shop

Wednesday, December 8th, 2010

ReesIf you’re the one person in your organization focused on fundraising, you know how difficult it can be to juggle all the demands. This session will help you get clear about what you need to be doing with your limited time and resources to be successful in fundraising.  Learn the secrets of planning and using systems that will make your life easier.  Learn how to best use your time to get the most done during the day, and which fundraising tasks you should focus on to bring in the most money.

Sandy Rees is a nonprofit coach and consultant who specializes in showing small nonprofits how to raise money.  She has written several books on fundraising including “The Simple Success Fundraising Plan” and she writes the blog “Get Fully Funded.”

Donor Centered Planned Gift Marketing

Wednesday, December 8th, 2010

This seminar will define what “donor-centered” planned gift marketing is and explain why it is superior to traditional marketing.  Participants will evaluate their organization’s planned giving potential so that they can determine whether or not they are realizing their full potential and, if not, to more easily justify the investment of resources into gift planning efforts. This session will also review the five stages of successful donor-centered planned gift marketing. Participants will learn simple tips for how to identify planned giving prospects; easy to implement ideas to educate and cultivate potential supporters; useful techniques for how to more effectively ask for more gifts in-person, by mail, and even by telephone; and practical tips on how to incorporate good stewardship into the gift development process.  By adopting donor-centered techniques, development professionals will be able to more easily raise more money while making more donors even happier.

At the conclusion of this session, participants will have a better understanding of:

The need to adopt a “donor-centered” orientation rather than rely on traditional marketing;
Know their organization’s bequest giving potential;
Recognize the five-steps of the donor-centered planned gift marketing process;
Identify new tips to put to use that will increase results while making donors happier.

Target Audience:

This seminar is designed for a general audience that has an interest in planned giving.  Some of the tips that will be shared will appeal to seasoned professionals while others will be more appropriate for those new to gift planning.  This seminar will be most appropriate for planned giving professionals and development generalists seeking a broad and general understanding of donor-centered planned gift marketing.

Michael J. Rosen, CFRE is President of ML Innovations, a fundraising and marketing consulting firm.  A direct-response fundraising pioneer, Michael has written the bestselling book Donor-Centered Planned Gift Marketing, for which he won the AFP-Skystone Partners Prize for Research in Fundraising and Philanthropy.  Michael serves as Immediate Past President of the Partnership for Philanthropic Planning of Greater Philadelphia and sits on the Board of the Philadelphia Children’s Alliance and the Advisory Board of the Ark Theatre in Los Angeles.

Structuring Your Development Office for Success

Wednesday, December 8th, 2010

McMillanHansonSuccess Comes in All Sizes

This session will discuss how small to mid-size development offices can maximize their resources and make the most of their efforts to achieve success.  Discussion will focus on effective management and use of tools in the identification, cultivation, solicitation and stewardship processes in the context of a busy development office.

Topics will include: How to leverage time and resources in a variety of environments; strategic execution of best practices and prioritization to build a culture a philanthropy;  execution of the annual fund as a key communication and engagement strategy; examples of accessible prospect identification tools and engagement strategies; creating a vital and committed board and volunteer team; identifying and managing donor expectations; donor recognition vehicles, reporting and accountability; and the optimization of systems, budgeting process and development plan.

Sally McMillan has worked in non-profit fundraising for 12 years. As Director of Development for YMCA of the USA, she is responsible for corporate and foundation solicitation as well as oversight of Financial Development operations, stewardship and re-granting from Y-USA to local YMCAs. Sally honed her institutional fundraising experience at Providence-St. Mel School, Gateway Foundation, the Alzheimer’s Association (national office), and Planned Parenthood/Chicago Area before joining Y-USA. She graduated from Princeton University and has completed coursework at the University of Chicago Graduate School of Business.

Monique Hanson, Senior Vice President and Chief Development Officer of YMCA of the USA, has more than 20 years experience soliciting gifts through all giving channels.  Additionally, she has led comprehensive development efforts for two of the nation’s largest nonprofit organizations Sally McMillan, Director of Development for YMCA of the USA, has 12 years development experience in annual fund, special events, institutional giving and operations.

When Raising Money 10 Legal Matters to Avoid

Wednesday, December 8th, 2010

MartinWhen fund raising nonprofit organizations and their fund raising professionals must comply with a myriad of IRS, federal, and state laws. Fund raising professionals must address donor and stakeholder expectations, fulfill their AFP ethical requirements, and operate in an environment of increased transparency and public scrutiny. This session will consider ten key legal topics of concern to the fund raising professional and their organization.

Marty Martin, JD MPA, Martin Law Firm, Raleigh, North Carolina, focuses his practice on providing legal services and training related to nonprofit and tax exempt organizations. Working with a board of directors and senior management, he helps these groups achieve their mission by combining his unique combination of a lawyer’s skills, a nonprofit practitioner’s experience, and advanced training in nonprofit organizations. He is a frequent speaker and trainer for nonprofit organizations, community groups, attorneys, and accountants on related governance, legal, management, and tax issues.

Raising More Money From Your Business Community

Wednesday, December 8th, 2010

LindaLysakowskiAlthough corporations and businesses contribute just over 4% of all philanthropic dollars (over $14 Billion in 2009) in the United States, much more is given through gifts in kind, corporate sponsorships, and through the personal donations of individual corporate leaders. And, in a typical capital campaign, businesses often provide a much more significant percentage of the overall goal. However many nonprofits fail to touch their local business community for a variety of reasons.  In this webinar, we will discuss how to approach corporate leaders, how to motivate them to become involved in your organization, and how to develop a corporate appeal.

Linda Lysakowski is one of fewer than 100 professionals worldwide to hold the Advanced Certified Fund Raising Executive designation and has trained more than 18,000 professionals in all aspects of development in Canada, Mexico, Egypt and most of the 50 United States.

Linda is the author of Recruiting and Training Fundraising Volunteers, The Development Plan, Fundraising as a Career: What, Are You Crazy? Everything You Wanted to Know about Capital Campaigns, The Genius’ Guide to Fundraising, a contributing author to The Fundraising Feasibility Study—It’s Not About the Money, co-editor of You and Your Nonprofit, to be published in 2010 and co-author of The Essential Nonprofit Fundraising Handbook.  She is currently working on Raising More Money from Your Business Community, to be published in early 2011.

Building Relationships that Pay Off

Wednesday, December 8th, 2010

HicksFoundation professionals agree: their best grantees are the ones who look beyond the check and seek a mutually beneficial relationship.  Learn how the relationship unfolds and how  both grantmakers and grantees benefit from good communication and mutual understanding of risk and reward.

John W. Hicks, CFRE is President and CEO of J.C. Geever, Inc., a consulting firm specializing in helping not-for-profits build effective grantseeking programs. John is a featured presenter for The Foundation Center and a contributing author to the Center’s newest book, After the Grant.  He is an active volunteer for AFP International and Immediate Past President of the Greater New York Chapter of AFP.

How to Raise More by Selling your Impact

Wednesday, December 8th, 2010

SaulWhy does it cost nonprofits $20 for every $100 raised, when companies spend $4 for every $100 raised? The answer is that we may well be raising money from the wrong people. Most nonprofits focus on selling the “psychic benefits” of our work to donors and foundations who have no direct stake in our outcomes. Today, we need to offer more than “feel good” if we want to create leverage. This webinar teaches nonprofits how to convert their good work into high value outcomes and how to identify a new set of stakeholders who directly value and are willing to pay for those outcomes.

Jason Saul is one of the nation’s leading experts on measuring social impact. He is the founder and CEO of Mission Measurement LLC, a strategy consulting firm that helps corporations, nonprofits and public sector clients to measure and improve their social impact. He has advised some of the world’s largest corporations, government agencies and nonprofits, including: Walmart, Starbucks, McDonald’s, Kraft Foods, Levi Strauss & Co., Easter Seals, American Red Cross, the Smithsonian and the U.S. Agency for International Development. Prior to founding Mission Measurement, Jason practiced as a public finance attorney at Mayer, Brown in Chicago.

Jason serves on the faculty of Northwestern’s Kellogg School of Management, where he teaches corporate social responsibility and nonprofit management. He also serves on the faculty of Boston College’s Center for Corporate Citizenship. Jason is the founder of the Center for What Works, a national nonprofit focused on benchmarking and performance measurement. He is the author of numerous books and articles on social strategy and measurement, including: Benchmarking for Nonprofits: How to Manage, Measure and Improve Performance (Fieldstone Press 2006); Social Innovation, Inc.: Five Strategies to Drive Business Value through Social Change (Jossey-Bass, October 2010); and The End of Fundraising: How to Raise More by Selling Your Impact (Jossey-Bass, February 2011).

Jason was awarded the Harry S. Truman Scholarship for leadership and public service and was selected as a Leadership Greater Chicago fellow. In 2008, Jason was recognized as one of Crain’s Chicago Business “40 under 40” business leaders, and in 2010, he was named by Businessweek Magazine as one of the Nation’s 25 Most Promising Social Entrepreneurs.

Jason holds a J.D. from the University of Virginia School of Law, an M.P.P. from Harvard University’s John F. Kennedy School of Government, and a B.A. in Government and French Literature from Cornell University.

Managing Prospect Relationships and Fundraising Activity in a Campaign

Wednesday, December 8th, 2010

crabtreeReview the key elements of designing a robust prospect relationship management program that focuses on the most important activities that need to be tracked during a campaign – prospects, fundraiser assignments and actions, and proposals. Options will be discussed that take into consideration organizational size, staffing resources and systems capabilities and limitations, allowing any fundraising operation to benefit from the creation of policies, principles and tracking systems that reflect best practices in prospect management.

Elizabeth Crabtree is the Director of Prospect Development at Brown University with primary responsibilities for campaign planning, analysis and reporting, research, prospect management and data mining and modeling.  She is a former president of APRA and a member AFP, CASE, and NEDRA.  Ms. Crabtree is a frequent, nationally recognized speaker, curriculum developer and nonprofit fundraising consultant specializing in campaign feasibility analysis, strategic planning and program development.