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Association of Fundraising Professionals: Southern Arizona Chapter

Archive for the ‘Monthly Meeting’ Category


Financially Robust Nonprofits: How Successful Organizations are Diversifying Resources

Friday, September 8th, 2017

In today’s market, nonprofit organizations are looking for ways to diversify revenue, understanding the connection between unearned (donated) and earned revenue.  But the truly successful nonprofits also understand the role that borrowing (debt) can play in managing for financial strength.  In this session, you will learn some ways in which your organization might use short-term debt for managing cash-flow, bridging gaps during an important capital campaign, and more!  Please invite your CEO, your Finance Director, your Board Chair and Board Treasurer – they will appreciate hearing this information!

Presented by Maura Grogan, Nonprofit Loan Fund

Maura joined the Nonprofit Loan Fund as Director in June 2014 after more than two decades working as an independent consultant to financial institutions, nonprofits, and Native nations. Since moving to Tucson in 1999, Maura has consulted extensively with Arizona nonprofits. Prior to that, she spent 11 years in banking, working for First Interstate Bank and Bankers Trust Company in Los Angeles and HomeFed Bank in San Diego in a variety of areas, including Fortune 500 company lending, foreign currency trading, international marketing, and consumer banking.  Maura chaired the boards of the Frank Lloyd Wright School of Architecture located in Scottsdale and Spring Green, Wisconsin, and the Women’s Foundation of Southern Arizona in Tucson; and has served on many nonprofit boards during her career. Maura has a bachelor’s degree from Yale University.

Can’t Development and Finance Just Learn to Get Along?

Tuesday, August 8th, 2017

In many nonprofit organizations, those who bring the money in (development folks) and those charged with accounting for it (finance folks) are often at odds. In this session, we’ll look at some of the pitfalls in this critical relationship, and learn to identify some of the issues that create the problems. This session creates a wonderful opportunity to invite your organization’s chief Financial Officer, CEO, or Board Treasurer. Understanding is the key to cooperation!

Clyde W. Kunz

In more than 25 years in the nonprofit sector, Mr. Kunz has served in various leadership roles, and has been consultant to nonprofit organizations for more than 17 of those years.  He currently serves on several boards including the Leadership Council of the ASU lodestar Center on Philanthropy, the Nonprofit Loan Fund of Southern Arizona, and the GRAMMY®-nominated True Concord Voices & Orchestra.  He is also an Advisor to the New York-based Episcopal Church Foundation, and serves on the Advisory Council of the Women’s Foundation of Southern Arizona.  In addition to his consulting practice, he teaches courses in both fund development and board governance for the Lodestar Center’s Nonprofit Management Institute.

Shades of Grey: Ethical Fundraising in Changing Times

Monday, July 10th, 2017

Presented by Alice Ferris and Jim Anderson of Goal Busters

Black. White. Right. Wrong. It’s easy to tell the difference, correct? The longer you are in the nonprofit sector, however, the more “grey” issues become. So how can you apply an ethical decision making to challenging and ever changing issues in fundraising and the nonprofit sector? In this session, we will discuss real world situations around accountability, public trust, and fundraising ethics.  

Alice L. Ferris, MBA, CFRE, ACFRE and James Anderson, CFRE are partners in GoalBusters, specializing in outsourced development for small to medium nonprofits; integrated fundraising, marketing and strategic planning; and customized education and training programs with clients in many sectors,  including public and community broadcasting, education, arts and culture, social service, healthcare, and indigenous communities. 

 Jim Anderson has more than 30 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. He migrated into the nonprofit arena in 2005 and specializes in marketing and branding strategy, social media marketing, multimedia production, direct sales and sponsorship training programs, and board and organizational training. Jim is a past honoree as the Association of Fundraising Professionals Northern Arizona Fundraising Professional of the Year and a Past President of the AFP Northern Arizona chapter. He received his Certified Fundraising Executive (CFRE) credential in 2013.

Alice Ferris has more than 25 years of professional fundraising experience, and specializes in strategic and development planning, board development, annual giving, nonprofit operations and public broadcasting hosting. Alice has served on a multitude of nonprofit boards over the past 20 years, currently chairing the Advanced Certified Fundraising Executive (ACFRE) credentialing board and serving on the CFRE International Board and the Wisconsin School of Business Bolz Center for Arts Administration advisory board. She is a three-time honoree as AFP-Northern Arizona Fundraising Professional of the Year, and earned her CFRE in 1999 and her ACFRE in 2010.

Alice and Jim are both AFP Master Teachers and are presenters in North America, Europe and Asia Pacific.

Making Your AFP Membership Count!!

Wednesday, June 7th, 2017

Come be part of determining how your membership works for you!  Our July program will give AFPSOAZ members and friends a chance to discuss the role of membership in our local AFP chapter and how membership and programming can be more engaging in the future. This program will be a facilitated open discussion to help the Membership Committee gather data and guide the development of programs and activities going forward.  We hope you will come…all who attend will have a chance to win one free registration** to the 2017 Statewide Conference in July.  Don’t miss this one-time opportunity!

**The fine print:  If you win and have already paid for your conference registration you may use the free registration to bring another person (e.g. board member, volunteer, staff member, supervisor or another person interested in learning more about philanthropy!  The conference is a great opportunity to showcase what AFP is about.

Speaker Bios: 

John-Peter Wilhite has served as the Director of Donor Relations for YWCA Southern Arizona since September 2016. Prior to this position he was the Executive Director of Sonoran Glass School and was with the school for over four years.  John-Peter has worked in the non-profit world for a little over 30 years and has spent much of his career with agencies which advocate for disenfranchised individuals.  He has a BFA from Pratt Institute in Fashion Merchandising and an MA in Human Communication from Texas State University. He has a great appreciation for art and loves the time he gets to spend with his Italian Greyhound.

Emilie Doleshel has over 12 years of experience as a professional fundraiser. She started her career with the American Cancer Society, worked in fundraising roles for both elementary and higher education institutions in the San Francisco Bay area, and as the Development Officer at the Notre Dame ACE Academies of Tucson. She is currently the Philanthropic Engagement Manger with the Women’s Foundation of Southern Arizona.  Emilie has a master’s of science in library and information science from the University of Illinois at Urbana-Champaign and a bachelor’s degree in business administration from the University of Notre Dame. She earned her Certified Fund Raising Executive credentials in 2016.

 

Julie Ragland has served as the Development Director at the Rialto Theatre Foundation since April of 2016. 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 holds a BA in Anthropology and Portuguese from the University of Arizona. She also enjoys teaching kids Capoeira classes at Studio Axé, and spending time with her husband, son, and menagerie of small animals.

 

Reaching Your Organizational Diversity Goals

Thursday, May 11th, 2017

Presenters: Debi Chess Mabie, Executive Director of the Arts Foundation and Liane Hernandez, Community Outreach and Education Director for the YWCA

About the Presenters

Debi Chase Mabie 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, and is now the Executive Director of the Arts Foundation for Tucson and Southern Arizona (formerly Tucson Pima Arts Council) where she has helped shepherd forward and shape the newly emerging conversation and perception around the role of the arts, and arts funding, in economic development and city planning.

E. Liane Hernandez is the Community Life Director of the YWCA Southern Arizona in Tucson, AZ.  She is a convener and works to create space for individuals and organizations to do the work of community building.  Trained as an art historian, chef and anthropologist she is a student of the questions of what is community, who gets to participate and how.  She is a member of the Tucson Voices OpEd Project 2016 and the Pima County Women’s Commission.  She lives in her beloved city of Tucson, Arizona with her partner, Peter, their two dogs and a cat.
 

Small Staff, Big Results: Rethinking the Development Office Org Chart

Tuesday, April 11th, 2017

Many organizations are under constant pressure to increase results with fewer development staff. This session will focus on best practices for sharing responsibilities in any development office, from a one-person operation to a highly specialized department.  Drawing on specific case studies from across non-profit sectors, Chris will also address how teamwork and solid volunteer engagement and management can be leveraged to maximize the impact of every development staff role in fundraising.

Principal & Managing Director Chris Looney serves a diverse portfolio of clients and projects across the non-profit spectrum while also managing the firm’s operations in Southern California. With nearly two decades at CCS, Chris has advised and counseled hundreds of clients, serving as a thought and action partner focused on driving philanthropy forward.

As a member of the CCS Training Institute faculty, Chris is frequently speaking at conferences across the country. He is involved with chapters of the Association of Fundraising Professionals (AFP) throughout Southern California, was formerly on the Board of the Association of Fundraising Professionals Foundation for Philanthropy and AFP Orange County, and currently sits on the Board of the Giving Institute and Giving USA Foundation. Chris is also active with Girls Inc. of Orange County as the founder of Dads for Daughters.

 

 

Social Innovation in Nonprofits

Friday, March 3rd, 2017

The nonprofit sector continues to get more competitive each year. Fundraisers need to think about building new donor relationships that go beyond traditional giving strategies to be more responsive to changing industry trends. Rick Yngve will share social innovation and entrepreneurial strategies that will help fundraisers increase nonprofit partnerships, income, and impact.

Rick Yngve is a lecturer at the University of Arizona’s McGuire Center for Entrepreneurship, and is also the co-founder of StageXchange – a deal management platform that connects entrepreneurs and developers to lenders and investors for capital raising and due diligence throughout the lifecycle of a deal. Rick has extensive experience working in start-ups and nonprofits, and leads training and consulting focused on strategy, business models, marketing and revenue development.

 

 

Major Giving – What Would Buddha Do?

Wednesday, February 8th, 2017

Buddha

“It is better to travel well, than to arrive.” – Buddha

You have the toughest job in the world.  Ever wonder how to simplify your work?  Consider to yourself, how do I begin to get more gifts, bigger gifts and gifts from more people?  Come have breakfast and ponder how you spend your time, effort and energy?  Are you focused on people who want you to prosper—those most likely, willing and able to give?  “Relationship fundraising” is now embraced by all professionals, understood by very few and employed by an infinitely smaller few.   Come listen, learn and overcome all the challenges, barriers and obstacles in your way.

BrianBatemanBrian Bateman has been a member of the Southern Arizona Chapter of AFP for 25 years.  His 22-year career at the UA spanned the Colleges of Nursing, Medicine and Fine Arts.  The most enriching and rewarding 10 years of that service was invested in the Sarver Heart Center.  His firm GiftPro supports organizations across the region in building donor-centered, sustainable major and planned gift programs.

 

 

AFP Fundraising Effectiveness Project and Growth in Giving Initiative

Friday, January 20th, 2017

What has AFP learned after 13 years of analyzing data from over 9,000 organizations?
What tool do you have access to that will help you recognize the effectiveness (and the weaknesses) of your fundraising program?  Thanks to the AFP Fundraising Effectiveness Project and  the support of a significant number of fundraising software firms, we now have answers to some very important questions that we all need to be asking!

Barbara R. Levy, ACFRE
BlevyBarbara is one of just over 100 individuals in the country to qualify for and earn the Advanced Certified Fundraising Executive (ACFRE)credential. 1998, the Association of Fundraising Professionals (AFP) recognized Barbara at their International Conference as the Outstanding Fundraising Executive.  And recently she has been selected as one of a cohort of  six Distinguished Fundraising Professionals.

Barbara is a published author.  She also served as the editor the NSFRE Fund-Raising Dictionary (Published by John Wiley in 1996); she edited a second on-line edition of the AFP Fundraising Dictionary; and is currently completing the third edition of that work soon to be released on the AFP website. Barbara was also a contributing author to the latest Wiley/AFP publication Nonprofit Fundraising Strategy.

Barbara is past chair of the AFP International Ethics Committee; the Board of Trustees for the Tucson Symphony Orchestra, a current member of the Fundraising Effectiveness Task Force and is an Honorary Commander at Davis Monthan Air Base.

It’s “Back to the Future” for Modern Fundraising

Monday, December 5th, 2016

SMU2012Web2014SimonTom1Webe Joyaux and Tom Ahern will make their annual visit to Tucson on January 13, 2017. They will share the stage during breakfast, then split up for separate workshop sessions. Enjoy breakfast, then choose a workshop — both for $35. Senior development officers are then invited for a separately ticketed roundtable lunch beginning at noon. The cost for this session is an additional $35 (Space is limited). Spend the day with Tom and Simone on January 13!

7:30 to 9:30:  First Things First: Relationship-Building ($35)

Tom and Simone remind us that relationship-building is the cornerstone of all development, yet how often is our attention focused elsewhere? Let’s fix that!

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9:45 to 11:30: Myths and Mistakes: Simone’s Pet Peeves (included)

“I feel like I’m always complaining,” Simone says, but there’s lots to complain about. This interactive session will invite you to bring your own pet peeves and we’ll discuss how to address them.

9:45 to 11:30:  Direct Mail 101 with Professor Tom (included)

Direct mail is critical to donor acquisition. Tom will lead the search for the good, bad and ugly of direct mail communication, and use some local examples to help us do “more better.”

Noon to 1:30: The Science of Modern Fundraising ($35) – SOLD OUT
CFRE’s and other senior professionals are invited to join Tom and Simone for a roundtable lunch entitled “The Science of Modern Fundraising.” Modern research is leading to new strategies. What are they? How can they strengthen the tried and true? How can we get better results? (Space is limited).
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