Archive for the ‘Events’ Category

Fundraisers must balance dozens of daily priorities. Operational issues often require more than their fair share of attention, which can diminish time with donors. How can a busy fundraiser get operational issues under control? This session will guide fundraisers toward the most efficient strategies to manage data, technology, reporting, and business processes. These issues cannot be ignored, but fundraisers will learn effective assessment and solution techniques during this session. Participants can expect a post-session road map for resolving operations issues that will allow a quick return to donors and dollars.

This presentation will cover key considerations in preparing for a capital or endowment campaign. Today many organizations are facing urgent new needs or are revisiting critical capital and endowment needs that were reluctantly shelved in the recession. Perhaps you conducted a philanthropic study or actually began a campaign a couple of years ago and want some ideas on how to get a fresh start. Your leaders may be asking themselves, “Is this the right time, is it too soon, or when will the timing be right?”  They may be wondering, “What is different about our donors today and their view of capital and endowment needs?” This session will address what you must do to succeed in a campaign today.

Christopher M. Cannon, CFRE is a managing associate with Bentz Whaley Flessner. His expertise includes fundraising systems, operations, database management and conversion projects, gift processing, data reporting and business intelligence, prospect development, and technology. His book, An Executive’s Guide to Fundraising Operations (Wiley 2011), is widely acclaimed as the advancement services and fundraising operations resource for vice presidents and directors of development.

Competition for nonprofit fundraising dollars is fierce, exasperated by a tough economy where individuals and companies often have less to give as the needs grow for the organizations that philanthropy supports.

This session, “Fundraising is a Crowded Field: Compose a Compelling Message that Will Bring In Bucks,” centers on sharpening your message to focus more on why the available fundraising dollars should come to you.

Mark Grimm has a master’s degree in public communications from Syracuse University’s Newhouse School and is a magna cum laude Siena graduate, where he was named the Conlin Scholar, Siena’s top honor for English majors. More is available on Mark and his company at www.markgrimm.com.

Many nonprofits struggle to create a fundraising plan and put it in writing, yet the benefits are tremendous. A written plan shifts you from being reactive and dealing with the crisis of the day to being proactive and working purposefully toward the results you want. In this session, you’ll learn how to follow 6 simple steps to put together a written plan for raising the money you need in the coming year. We’ll cover goal setting (using SMART goals), action plans and ways to keep your plan on track, plus you’ll get some worksheets and checklists that will make the process easy.

Sandy Rees, CFRE is a nonprofit coach and consultant who specializes in showing small nonprofits how to raise money.  She has written several books on fundraising including “The Simple Success Fundraising Plan” and she writes the blog “Get Fully Funded.”

Many development officers are so relieved when the fiscal year or calendar year comes to an end, they don’t even want to think about work over the summer or in January. The year-end mailings are done, the events are on hold, the grant deadlines have all been met, so let’s just take some time off.  Our donors and volunteers are away or recovering from the holidays, so what do we do to fill our time? Why not spend the next month getting ready so you can hit the ground running in the year ahead!

Linda Lysakowski is one of fewer than 100 professionals worldwide to hold the Advanced Certified Fund Raising Executive designation and has trained more than 18,000 professionals in all aspects of development in Canada, Mexico, Egypt and most of the 50 United States. Linda is the author of Recruiting and Training Fundraising Volunteers, The Development Plan, Fundraising as a Career: What, Are You Crazy? Everything You Wanted to Know about Capital Campaigns, The Genius’ Guide to Fundraising, a contributing author to The Fundraising Feasibility Study—It’s Not About the Money, co-editor of You and Your Nonprofit, to be published in 2010 and co-author of The Essential Nonprofit Fundraising Handbook.

Presented by Michelle Steinberg, Public Policy Manager and Lobbyist, Planned Parenthood Arizona

You Can Advocate!

Join us as we discuss:

¨      Principles and Actions

¨      Know the issues

¨      Types of Advocacy

¨      What a 501c3 can and cannot do

¨      Building Relationships with policymakers

Michelle M. Steinberg is the Director of Public Policy for Planned Parenthood Arizona.  Michelle is responsible for overseeing the public affairs department of Planned Parenthood which advocates on behalf of reproductive rights with public decision-making bodies.  She is also responsible for managing the Planned Parenthood Advocates of Arizona, the political arm of PPAZ which endorses and funds candidates for public office, organizes and facilitates campaign fundraisers, organizes grassroots campaigning, and speaks to the media, volunteers and the community on behalf of issues and candidates for public office.  Michelle joined Planned Parenthood in 2005.

Michelle has been involved in public policy in Arizona for the past twenty five years.  She is an active member of the community, and serves on numerous boards and committees at the state level and local level.  She has served as the executive director of Kids Voting Arizona and as the director of community relations for the Jewish Federation of Greater Phoenix.  In her volunteer position as Legislative Issues Chair for Arizona PTA, she advocates on behalf of children’s health, welfare and education issues and serves on the statewide Education Coalition.  Michelle serves on the boards of the Center for Progressive Leadership and the Arizona Advocacy Network and is a member of Valley Leadership, Class 25.
Michelle has worked with organizations such as The American Jewish Committee, The Anti-Defamation League, No More Deaths, Arizona Interfaith Movement, ACLU, and the Phoenix Sister Cities Commission and has received recognition from the Arizona Bar Foundation and the National Committee for the Prevention of Child Abuse.

A native of New York, Michelle has been an Arizona resident for 34 years and has two adult children.

Coming soon a schedule of 2012 Webconferences.

There will be no Monthly Meeting in December.   Our regular meeting schedule with resume in January, 2012.

Southern Arizona Chapter
Members Holiday Party
Thursday, December 15, 2011
5 PM – 6:30 PM
Join us to celebrate the Season!

Doubletree Hotel on Alvernon
Upper Lobby Bar

Members – FREE
Guests/Nonmembers – $25

Complimentary Hors d’oeuvres and a Glass of Wine will be provided.
Cash Bar available.

Please RSVP by Monday, Dec. 12th
admin@afpsoaz.org

Clint Mabie of CFSA and Tony Penn of United Way will join us for a discussion with Pamela Doherty, CFRE facilitating.

J. Clinton Mabie joined the Community Foundation for Southern Arizona as President and CEO in May of 2010. Mr. Mabie started his career in the nonprofit sector 18 years ago after jobs in advertising and commercial real estate. During his nonprofit career, he served as Director of Development of The Golden Apple Foundation, founder of the Center of Teaching and Learning which teaches educators how to incorporate technology into the classroom, and was a high school teacher in the Chicago Public Schools. Most recently, Clint served as Director of Donor Services and Program Development at the Chicago Community Trust. During his tenure, donations increased from $15 million to $90 million annually and grants from donors increased from $1 million to over $45 million annually. Clint also planned and raised over $20 million for diverse communities and created the Trust’s poverty initiative, Return on Chicago.

Mr. Mabie received a Bachelor of Arts degree from Ohio Wesleyan University, a Master of Management from J.L Kellogg Graduate School of Management at Northwestern University and a Master of Arts in Teaching from National-Louis University.

Clint currently serves as a board member of the Arizona Grantmakers Association, and as a member of the Southern Arizona Leadership Council and Nonprofit Executives of Tucson. He has served on nonprofit boards for over 20 years including, The Community Mental Health Council, National-Louis University and the Chicago District Golf Association’s Sunshine Through Golf Foundation. Clint is married to Debi and has three children, Chess, Clark and Martha.

Tony Penn is president and CEO of United Way of Tucson and Southern Arizona (UWTSA). With this role he guides and directs staff and volunteer activities including resource development, marketing, governance, human resources and strategic planning for the organization. He leads this multimillion dollar nonprofit organization as it addresses the health and human service needs of Greater Tucson and Southern Arizona. Under his leadership, UWTSA leverages the expertise and passion of donors, volunteers and staff in support of programs to advance the common good and create long-term solutions that ensure children and youth succeed, increase the financial stability of individuals and families and help to raise the quality of life for seniors.

Prior to joining UWTSA, Tony served as the Chief Development Officer of the YMCA of Greater San Antonio where was responsible for several new multimillion dollar capital projects and helped to more than double their annual campaign. Tony has also held positions in the for-profit sector, including a 23+ year career, with Teradyne/GenRad Corporation where he advanced to the position of regional manager. He is also an Air Force veteran.

Tony is a recent graduate of the University of Arizona’s Eller College of Management Southwest Leadership Program. He is also a graduate of the University of Texas at San Antonio, College of Public Policy in Non Profit Management, and the Harvard Business School Executive Education program in Governing for Non Profit Excellence.

Panel Discussion

The distinguished panel includes:

Lori Hoby, CPA, Moderator
Executive Director, Center for Planned Giving

Beth Bank
The Stuchen/Levy Group, Investment Associate, Merrill Lynch

Linda Goode
Prudential Insurance, Financial Professional Associate

Christine Noz,  JD
Trust Officer, Mission Management and Trust

Do your board members eagerly attend your board meetings?  Are your meetings effective, strategic and highly productive?  Are you meeting your board members needs so that they in turn can meet the needs of your organization?

This session will reveal why people want to meet and what they expect to get out of board meetings.  Learn tools and strategies for better engaging your board members and focusing their time together on real, meaningful, strategic dialogue.  Samples will be provided that can be immediately implemented in your organization.

Executive Directors and board members are highly encouraged to attend this session!

Presented by Laura Alexander and Jenny Carrillo, CFRE