Archive for the ‘Monthly Meeting’ Category

Double Session – Presented by Simone Joyaux and Tom Ahern

Presented by Brian Bateman, CFRE and Bryan Rowland

Meet the new leaders of these two keystone organizations in our community and find out about their strategic direction and funding priorities.
Friday, September 10, 2010

Breakfast/Session: $18 members/$30 non-members
RSVP required by Noon Tuesday, September 7, 2010!!!!
Register at www.afpsoaz.org or by contacting Gerry Oldenski at admin@afpsoaz.org or 748-2830
“No Shows” with reservations will be billed! Non-members & guests are welcome! 

Thank You to our September Meeting Sponsors!

Presented by Letty Ramirez, Carondelet Health Network

A Panel of Corporate Philanthropists in Our Community

Moderated by
Deb Dale, Executive Director, Arizona List

Panelists
Lisa Lovallo
Vice President and Systems Manager, Cox

Colleen Niccum
Vice President of Communications, Raytheon

Steve Lynn
Vice President of Corporate Relations & Communications, UniSource Energy and
Tucson Electric Power

Promotional Description:
Many well intentioned fundraisers have made a cultural misstep—you schedule a major event on a religious holiday, pick a menu that features food that your donor doesn’t eat, or you make an assumption about someone’s beliefs only to find you are very wrong. But it doesn’t have to be this way! Learn the questions to ask and the approach to take when working with diverse communities so that you can learn about the culture, build trust in your relationships, and develop inclusive cultivation and stewardship programs.

Learning Outcomes:
1.Identify the questions to ask when dealing with communities and cultures different from your own
2.Evaluate cultivation and stewardship donor situations with an eye for increased inclusiveness

Presenter Short Biography:
Alice L. Ferris, MBA, CFRE, ACFRE is the founding partner of GoalBusters Consulting, LLC, and has over nineteen years of professional fundraising experience. A very active volunteer with AFP, Alice serves as Vice Chair, Member Services for AFP International, President of the Northern Arizona Chapter, and is a frequent presenter to AFP chapters throughout North America. She is a two-time honoree as AFP-Northern Arizona Fundraising Professional of the Year and the 90th fundraising professional in the world to attain the Advanced Certified Fundraising Executive (ACFRE) credential. An active nonprofit board volunteer as well as a past funder, Alice specializes in strategic planning, campaign implementation, fundraising strategy and financial analysis.

Dialog with your tablemates about ethical issues and discover a world of many questions.  Are the issues at hand ethical or moral?  Or are they legal?  Is there a clear resolution or might your argument change with additional information?  Join your colleagues on May 14 for a dialog in which you will be asked to debate both the “right” and the “wrong” answers!

About the Presenters

Cheryl House, CFRE, Executive Director, Pima Community College Foundation

Cheryl House joined the Pima Community College Foundation as executive director in September 2003.  In that capacity she is responsible for the overall administration of the Foundation, including fundraising, financial management and strategic planning.

From 1996-2003, she was director of development for the University of Arizona College of Pharmacy and the University of Arizona Foundation, raising funds to support Pharmacy programs as part of Campaign Arizona, the UA’s billion-dollar fundraising effort.  Prior to joining the UA, Cheryl was president of Junior Achievement of Southern Arizona, an organization that pairs business people with schools to provide economic education.

In 2001, the Association of Fundraising Professionals named Cheryl Southern Arizona’s Outstanding Fundraising Executive.  She earned Certified Fundraising Executive (CFRE) status in 1993.

Cheryl was the 2008 Chair of the Planned Giving Roundtable of Southern Arizona (PGRT) and is a member of the Association of Fundraising Professionals (AFP), National Committee on Planned Giving (NCPG), Council for Advancement and Support of Education (CASE) and Council for Resource Development (CRD). She serves on the Board of Directors for CASE District VII and the YWCA of Tucson, and was recently elected to the 2010-2012 Board of the Rotary Club of Tucson.  She is a member of the 2006 class of Greater Tucson Leadership.

A native of Columbus, Ohio, Cheryl graduated from Bowling Green State University with a degree in journalism.  She has lived in Tucson for over 25 years.

Barbara Levy, ACFRE, Fundraising Counsel: Barbara is a seasoned professional with 36 years experience in development. She is one of fewer than 90 individuals in the country to qualify for and earn the Advanced Certified Fundraising Executive credential.  Barbara is a nationally recognized consultant and speaker on board and organizational development and fundraising.   In 1998, the Association of Fundraising Professionals (AFP) recognized Barbara at their International Conference as the Outstanding Fundraising Executive. 

Barbara has authored numerous articles and was co-author of Successful Special Events, Planning, Hosting, Evaluating, Jones & Bartlett Publishers.  She served as the editor the NSFRE Fund-Raising Dictionary, and has edited a more recent on-line edition of the AFP Fundraising Dictionary.  Most recently Barbara was a contributing author to the latest Wiley/AFP publication Ethical Fundraising: A Guide to Nonprofit Boards and Fundraisers.

Barbara is a member of the AFP International Ethics Committee; President Elect of the Board of Trustees for the Tucson Symphony Society and a member of the Advisory Board of the Center for Planned Giving.

As a grantwriter in today’s economic and philanthropic climate, are you as effective as you can be in telling your agency’s compelling story?  In this workshop, Cheryl A. Clarke, author of Storytelling for Grantseekers and co-author of Grant Proposal Makeover, will provide helpful tips for crafting successful proposal stories.  She will discuss the parallels between storytelling and grantwriting, such as compelling characters, detail-rich locations, meaningful dialogue and carefully constructed plot development.  You don’t need to be a novelist to learn how to adapt these techniques to your proposal writing.  Whether you’re a beginning grantwriter or a seasoned professional, you’ll discover something new!
 
Cheryl A. Clarke is a fundraising consultant, trainer and author.  The second edition of her best-selling book, Storytelling for Grantseekers, was recently released by Jossey-Bass.  Clarke is also the co-author of Grant Proposal Makeover.  Much in demand as a speaker and workshop trainer, Ms. Clarke has presented at the several AFP International Conferences, at local AFP chapters nationwide, and at the American Association of Grant Professionals National Conference.  In her consulting practice, she works with nonprofit organizations to improve their fundraising capacity. Learn more about Clarke on her website http://www.cherylaclarke.com/about.html.

Note: This is an extended session at the regular price of $18/Member & $30/Non-Member

The competition for fundraising dollars has never been more intense in today’s marketplace.  Fundraising professionals are seeking new and more effective ways to accomplish their goals.

The most successful fundraisers understand that is not only the “cause” that convinces donors to contribute to your organization…it is how you make the donors “feel” before and after they make their donation that bonds the donor to you and makes them “Donors for Life”.

Bob Shaff, President of Tucson-based Customers for Life Consulting, will be our speaker at the March 12, 2010 meeting of AFS, and will demonstrate how your organization can become “REMARKABLE” in the eyes, hearts, and wallets of your donors.  Using stories, examples, and ideas, Bob will give you practical tools that will differentiate you from your competition for fundraising dollars.

Bob holds a Bachelor of Science degree in electrical engineering from the University of Arizona.  He benefits from a 26-year career in sales, marketing, and management with IBM Corporation.  He is a member and Past President of the Rotary Club of Tucson, a member of the Board of Directors for Goodwill Industries of Southern Arizona, and Past President of the Board of Arizona’s Children Association.  Bob is also a member of the National Speakers Association.  He speaks frequently to corporations and sales groups on the topics of customer and employee loyalty.

Elizabeth Hospodarsky is a Senior Associate with TREC – Training Resources for the Environmental Community.TREC carries out its mission through coaching,consulting and training services focused on leadership development,  capacity-building and leveraging resources to organizations dedicated to habitat conservation and wilderness  protection.