Archive for the ‘Events’ Category

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.

This seminar will discuss how to create and implement an annual campaign at your nonprofit organization that effectively engages and involves volunteers. This strategy works well whether you have an organizational staff of none or 1000 and is referenced in the text, The Annual Campaign by Erik Joseph Daubert, MBA, ACFRE (Wiley, 2009).

Target Audience

Everyone wanting to learn or review concepts about a volunteer driven annual support campaign. In my experience it is not years of service that determine a person’s appropriateness for a class; rather, it is their exposure to certain concepts, systems and processes. Those who will benefit most will be those who are interested in expanding their annual support campaigns to involve more people and raise more funds. The session is usually most appropriate for those with less experience than more, but quite often a good reminder or inspiration for those who have been in fundraising for a while and are in need of new ideas or motivation. With that said:
    Entry Level
    Mid-Level
    Senior Level – particularly those who have not worked with volunteers on fundraising.
    Some Advanced Level – particularly those who have not worked with volunteers on fundraising.

About the Presenter

Erik J. Daubert MBA, ACFRE speaks, teaches, and consults on a wide variety of financial development topics. With decades of nonprofit experience, Erik is regarded as a leader in the areas of financial development and nonprofit management and is consistently ranked as a top speaker, keynote presenter and teacher at local, national, and international conferences, seminars and symposiums. He has written several publications on fund raising including books and articles on topics ranging from annual to capital to endowment and grant getting. His latest book is entitled The Annual Campaign and is published through John Wiley & Sons, Inc.

Brochures, mailings, the Internet…all techniques you use to market your planned giving program. But what about those qualified prospects who stay just below your radar? Are you proactively identifying planned giving prospects from analyzing annual giving behaviors; using wealth and planned giving scoring models; and using segmentation strategies? In this session, you will learn how to develop an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance.

Target Audience

Mid-level (3 to 6 years) and senior level (7 to 9 years)

About the Presenter

Timothy D. Logan, ACFRE is Vice President and Senior Consultant of Planned Giving Services and Nonprofit Healthcare Services for RuffaloCODY. Tim has worked in both the for-profit and nonprofit sectors and has over 29 years’ experience in fund raising, nonprofit management and direct response marketing. In addition to holding the ACFRE credential, he holds a Masters of Nonprofit Management (MNO) degree. Tim’s background in the nonprofit sector includes 17 years’ experience at the local and national levels. Tim has been a local Executive Director for the Muscular Dystrophy Association, in Harrisburg, PA and for the Leukemia Society of America in Cleveland, OH. Nationally, he was a fund raising consultant for American Diabetes Association and the American Heart Association. He has served as Director of Development Services with Epilepsy Foundation was Director of Individual Giving at USO World Headquarters, and most recently served as the Senior Director of Development for the National Osteoporosis Foundation. His 14 years of Planned Giving experience includes working with advisors, developing donor relationships, and designing effective planned gift marketing and communication strategies. Tim has also spent 12 years as a direct response fund raising consultant. In addition to managing multi-million dollar direct response programs, he has been a leader in developing innovative direct response programs targeted to major and planned giving donors. Tim is past president of the Mandel Center Alumni Association at Case Western Reserve University. He is a past board member of AFP, Greater DC chapter, and a past member of the AFP National Professional Education committee. Tim is a member of the National Capital Gift Planning Council in Washington, DC. He is active in the Direct Marketing Association Nonprofit Council. An AFP certified instructor, he is a seasoned lecturer and author on fundraising and nonprofit management.

50 Asks in 50 Weeks is a “back to the basics” concept for executive directors and development directors who want to raise more money for their organizations. It specifically targets non-profit organizations with small development offices (0-3 paid staff members,) and provides clear steps on how to create a simple plan for raising more money. Most development directors are so busy doing day to day tasks of fundraising, including writing thank you notes, grant reports and newsletters; managing databases; creating budgets; and more, they don’t have time or forget the most important thing – asking! This session will help participants create a development plan which ensures a diverse funding stream, a system for asking for gifts in smarter, more efficient ways, and ensuring they ask for gifts all year long. Brief discussions on event planning, grant writing, individual solicitations, and direct mail will be included.

Target Audience

Entry Level and Mid Level

About the Presenter

Amy M. Eisenstein, MPA, CFRE is the Principal and Owner of Tri Point Resources, a full service consulting firm for non-profit organizations and foundations. Before creating Tri Point Resources, Amy served for more than ten years in the non-profit sector as a director of development in large and small non-profit organizations, including the New Jersey Institute for Social Justice, the Associate Alumnae of Douglass College at Rutgers University, and Shelter Our Sisters, a battered women’s shelter. For these organizations, she raised millions of dollars through event planning, grant writing, capital campaigns, direct mail, and major and planned gifts. Amy currently serves on the board of the Association of Fundraising Professionals – New Jersey Chapter. She received her Master’s Degree in Public Administration and Non-Profit Management from the Wagner Graduate School at NYU and her Bachelor’s Degree from Douglass College at Rutgers University.

Campaigns don’t always go well. The weak economy has made fundraising more difficult. Sometimes the pace of gifts slows down, volunteers burn out, the staff turns over, the costs grow, or your largest prospect makes a small gift. This session is geared towards those whose campaigns need a “fix.” Campaign turn-around specialist Julia Walker shows you how to rebuild momentum and recharge your campaign to meet your goals. You will learn how to generate new enthusiasm for your needs, revise campaign goals and timetables, cultivate new donors, and rework the fundamentals of your campaign to achieve success. A veteran campaign planner who has consulted on over two dozen campaigns, Julia Ingraham Walker can help you fix a broken campaign and meet your goals.

Target Audience

Mid-level and/or senior-level advancement professionals who are in a campaign or contemplating a campaign

About the Presenter

Julia Ingraham Walker is a senior advancement professional and fundraising consultant who has developed an expertise in capital campaigns over her 25-year career in development. Ms. Walker has developed a national reputation as a speaker, workshop leader, and conference panel member, along with writing three books on campaigns and major gift fundraising. Her latest book, Jump-Starting the Stalled Fundraising Campaign, was just published by AFP/Wiley in 2009.

Based on the results of her groundbreaking research with highly regarded, high performing board members from three continents, June Bradham’s presentation gets to the heart of what boards want. This session will review the nine truths about what makes board members happy, productive, engaged and generous and offer some practical methods for transforming the board experience. These truths also help explain the dynamics behind Corporate DevelopMint’s quantitative MintMetrics research finding that the #1 indicator of fundraising success in the giving and engagement levels of the board.

If true alignment between what a board wants and what an organization needs is what you seek, this session will deliver.

Target Audience

Although the message will appeal to all audiences, the concepts presented will be simple enough for entry and mid-level professionals to get some real value. More experienced audiences will benefit from attending this webinar both for its valuable content and as a primer for the advanced session in which they’ll delve more deeply into this topic.

About the Presenter

June Bradham, CFRE is the president and founder of Corporate DevelopMint, a fundraising consulting firm with over 20 years in service to the non-profit community. She and her team have directed campaigns for universities, hospitals, and community organization with goals from $2 million to over $1 billion. June’s book, The Truth About What Nonprofit Boards Want, was released by Wiley & Sons in the summer of 2008 and continues to serve as a guide for board members and the development professionals who seek better alignment with their boards.

“Selling Major Sponsors” will give participants the tools to sell major sponsors for all types of events.

#1 – Myths of Selling Sponsors
#2 – The Sales Committee
#3 – Your Audience
#4 – The Event
#5 – The Sponsor Package
#6 – Who Can You Sell?
#7 – When Do You Sell them?
#8 – Keep Them Coming Back

Target Audience

This session is for all levels of fund raising executives. Everyone involved in events will benefit from the program.

About the Presenter

Phil Immordino has been involved in the golf industry for more than 15 years. Currently Phil travels the country giving seminars on all aspects of golf tournaments. He consults with golf courses, manufacturers, suppliers, distributors, golf tournament directors, golf instructors and golf course designers to assist them in increasing their business.

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.