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Association of Fundraising Professionals: Southern Arizona Chapter

Archive for the ‘Monthly Meeting’ Category

Thriving Through Leadership

Thursday, September 12th, 2019

Leading With Vision and Without Apology*

Presented by Pam Crim, CEO/President Better Business Bureau Serving Southern Arizona

Leadership is a journey. Some leadership positions are fantastic, some exhilarating…and most frightening! Leadership is logical in many ways; people can more easily connect the dots. But developing a culture in which the word thriving is connected to leadership has endless possibilities. Let’s discuss them!

*Anna Wintour in the New York Times, September 17, 2019

Debunking the Overhead Myth

Monday, August 5th, 2019

SOLD OUT!  This session was limited to a certain number of attendees and we have reached capacity.

Moving Toward a More Perfect Non-Profit Business Model

All businesses invest in infrastructure. Are non-profits not businesses?

Presented by: Graham Hoffman, Jewish Community Foundation of Southern Arizona and

Clint Mabie, Community Foundation for Southern Arizona

All non-profit businesses need to invest in their infrastructure: human talent, facilities, technical support and other materials. It is no longer – and actually never was – OK to conduct business on the backs of employees.  Major funders are beginning to understand this fact. The Pew Charitable Trust adds 20% to all awards for overhead. They know non-profits can’t deliver on their missions without electricity and pencils.  We, in Southern Arizona, need to be making the case that gifts and grants include a percentage for overhead. And more importantly, more funders need to be educated that general operating, unrestricted donations are best. If a non-profit has made the cut for a gift, then why doesn’t the funder trust the organization to put their contribution to best use?

Chief Development Officers, Major Gift Officers need to learn how to make the case for general operating or unrestricted donations, and they need the support of their EDs, CEOs, CFOs and Board members.

Free Attendance to September meeting!!

Attendees are encouraged to bring one person who serves in an ED, CEO, CFO, or Board Member role free of charge.

Email Gerry Oldenski at to make your reservation.

Presentation will begin at 7:50 am sharp!

Engaging Millennials: One Man’s Story And, BTW: There is no silver bullet!!

Thursday, July 11th, 2019

Attendees to the breakfast are asked to submit one question on a 3 x 5 index card regarding engaging millennials as volunteers and donors. Please bring to the breakfast and give to Gerry at check-in.

Presentation Description: Sam will share his story about how he got involved in philanthropy and volunteerism. While it is “one man’s story,” he will share universal truths about young people and the non-profit sector. What does it take to engage a young person in the early stage of career development, with a young and growing family and a working spouse? Sam will answer questions from his perspective and those of his friends and colleagues.

There will be a moderated Q&A following the formal presentation.

Attendees: Please remember to submit your questions at the breakfast check-in table.

Presented by:
Sam Swift, CFA, CFP, AIF
Advisor and Shareholder, TCI Wealth Advisors
President, Board of Directors, The Primavera Foundation;
Director, Board of Directors, The TCI Foundation

About the Presenter:

“Having grown up around the business and watching TCI evolve from the kitchen table to what it is today, I have a strong desire to maintain the culture here and ultimately change the industry for the better. I am passionate about working with young professionals to achieve far better financial outcomes and achieve peace of mind.”

Sam Swift, CFA, CFP®, AIF® is the Chief Investment Officer (CIO) and the Director of Retirement Plan Services at TCI Wealth Advisors (“TCI”). After earning his Bachelor of Science in Finance from the Eller College of Management at the University of Arizona, Sam joined TCI in 2006 and became a shareholder in 2012. Sam earned the Chartered Financial Analyst designation from CFA Institute in 2010 and became a CFP® professional in 2013.

Sam is a board member and volunteer teacher for the TCI Foundation. He is also the President of the Board of Directors for the Primavera Foundation. Sam and his wife Veronica, both born and raised in Tucson, are very committed to their families and the improvement of the Tucson community. They enjoy the many activities that the Arizona climate allows for year-round including golf, hiking, and making sure their toddler, Michael, does not put rocks in his mouth.

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