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Association of Fundraising Professionals: Southern Arizona Chapter

Archive for the ‘Monthly Meeting’ Category

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.

Who Is Watching Our Organizations? Why? What Can We Do About It?

Wednesday, July 11th, 2018

This session will incorporate information about the Better Business Bureau Wise Giving Alliance 20 Standards for Charity Accountability and how it supports the AFP Code of Ethical Standards.  Participants will consider and discuss terms that Simone Joyaux terms “cage-rattling questions,” as they participate in table dialogs around challenging ethical issues.  At the end of this session, participants will be comfortable presenting the topics for discussions by staff or board about the issues of trust, accountability and the obligations and entitlement of being a part of the not-for-profit community.   They will also be familiar with and understand why becoming accredited by the BBB of Southern Arizona is good for all.

Note:  This session has been approved for 1 hour of Ethics for CFRE.  

Barbara R. Levy, ACFRE, FAFP is a seasoned professional with over 40 years experience in development. She is one of 110 individuals in the country to qualify for and earn the Advanced Certified Fundraising Executive (ACFRE) 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.  In 2017, she was recognized, in the first class of five, as a Distinguished Honorary Fellow for her work in the field.

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 Nonprofit Fundraising Strategy.

Today, Barbara serves as the Volunteer Director of the Charity Review Program of the Better Business Bureau of Southern Arizona.


Thursday, June 7th, 2018

Presented by Julie Ragland & Debi Chess Mabie

After last year’s AFP talk on diversity & inclusion at our monthly meeting by Debi Chess Mabie and Liane Hernandez, a small group of people banded together to continue the conversation and explore ideas about how to take action towards greater diversity, inclusion, and equity in our community. After months of planning, the group is hosting an event called Looking In the Mirror: An Introspective Conversation on Race on June 21st, with hopes that the event will be the first step towards expanding the conversation and making progress towards greater diversity, inclusion, and equity in our non-profit community and beyond. Debi Chess Mabie returns in July as a guest speaker, along with Julie Ragland, to talk about the process of putting together the event, what came out of the event, and what’s next as we all learn how to be more inclusive in our practices and better allies, accomplices, and community leaders.

A Tucsonan since 1994, Julie Ragland has served as the Development Director at the Rialto Theatre Foundation since April of 2016, heading up the Rialto’s membership, charitable giving, and community outreach programs. Her work supports the Rialto Theatre Foundation’s mission of protecting and restoring the historic Rialto Theatre and bringing high-quality, diverse live performance to the Tucson community. A lover of the arts, animals, and nature, she’s been proud to serve many Tucson non-profits including the Center for Biological Diversity, Tohono Chul Park, Fox Tucson Theatre, El Rio’s Birth & Women’s Health Center, and the Humane Society of Southern Arizona. She has also been working on grassroots efforts towards greater diversity, inclusion, and equity in the Tucson community.

Debi has over 25 years of nonprofit program development and leadership experience in a variety of sectors– including youth and community development, and arts-based economic development. She received a bachelor’s degree in Social Work from Wright State University, and a Master’s Degree in Urban Planning and Policy from the University of Illinois at Chicago.  She served in the United States Peace Corps from 1989 to 1991.  Prior to moving to Tucson with her husband and children in 2010, was the Executive Director of BooCoo Cultural Center and Café in Evanston, Illinois.

She was the Development Director of the Loft Cinema for three years. She recently resigned her position as the Executive Director of the Arts Foundation for Tucson and Southern Arizona (formerly Tucson Pima Arts Council) where she helped lead and shape the newly emerging conversation around the role of the arts–and funding for the arts– in economic development and city planning endeavors. She accepted a Community Impact Fellow appointment by the University of Arizona School of Social and Behavioral Sciences in November 2017. She is working in that capacity at the Dunbar Pavilion: An African American Center for Art and Culture, to help build capacity and steward the organization into its next 100 years of cultural significance in Tucson and Southern Arizona.

She is the Board Chair and a founding member of the Tucson Black Film Club, and a board member of the Non-Profit Loan Fund.