Association of Fundraising Professionals: Southern Arizona Chapter

Prospect Research: Is Bill or Arte a Better Prospect For You?

admin — Fri, 11 May 2012 01:35:15 +0000

Kassy Rodeheaver

Prospect research is more than knowing where to start. It’s knowing where to look. Kassy Rodeheaver and Laura Margolis will give us some hints while exploring one of life’s great mysteries: ”Is Bill Finley or Arte Moreno a Better Prospect for You?”

Kassy Rodeheaver is the Librarian at the Grants and Nonprofit Information Center with the Pima County Libraries. Before joining the Library, she worked in the GIFT Center and Prospect Research Dept. at the UA Foundation.

Laura Margolis is the Senior Prospect Research Coordinator at the UA Foundation. She has been a prospect researcher since 1988.

CSI Arizona

admin — Thu, 12 Apr 2012 18:59:30 +0000

The Central Asia Institute and Fiesta Bowl have both made headlines of late, and not in a good way. Both were forced to confront high-profile questions about their nonprofit ethics. At our meeting May 11, Alice Ferris will invite us to use the investigative skills we learned on TV to understand what happened and how to avoid such pitfalls in our own programs.

Alice L. Ferris, MBA, CFRE, ACFRE is the founding partner of GoalBusters, providing philanthropic leadership services, specializing in outsourced development for small nonprofits; integrated fundraising, marketing and strategic planning; and customized education and training programs. GoalBusters has clients in many sectors, including public and community broadcasting, education, arts and culture, social service, healthcare, and Native American causes.
Ms. Ferris has over twenty years of professional fundraising experience, not including her tenure as the “top cookie salesperson” in Girl Scouts. Alice started her fundraising career as a volunteer at Wisconsin Public Television in Madison, Wisconsin, blowing bubbles onto the set during pledge breaks for the Lawrence Welk Show, which launched a 25 year affiliation with public broadcasting. As part of her services in outsourced development for small nonprofits, Alice is Director of Development for KAWC Colorado River Public Media in Yuma, Arizona, and interim Director of Development for KGHR NavajoPublic Radio in Tuba City, Arizona.
Prior to launching her consulting practice full time, Alice served as Director of Development for Lowell Observatory, Foundation Director for Flagstaff Medical Center, and Director of Development for KNAU Arizona Public Radio. During her tenure at Lowell Observatory, the membership program more than doubled, and during her time at KNAU, she led the station to its first, and to date only, $1 million fundraising year.
Alice was the 90th professional to receive the Advanced Certified Fundraising Executive (ACFRE) credential, which has been conferred on less than 100 fundraisers worldwide, and is a two-time honoree as AFP-Northern Arizona Fundraising Professional of the Year. In addition, Alice served as 2009-2010 Vice Chair, Member Services for the Association of Fundraising Professionals (AFP) International and continues to be an active member of the Board. She also serves as immediate past president of the AFP Northern Arizona chapter.
Alice is recognized for her on-air presence on many public television and radio pledge drives, and on national PBS fundraisers, among them Timeless—A National Parks Odyssey and Andre Rieu Live in Vienna.
She specializes in strategic and development planning, board development, annual giving, and nonprofit operations.
Alice earned her Bachelor of Arts with a double major in Radio-TV-Film and Economics and her Masters of Business Administration with a double major in Accounting and Management from the University of Wisconsin-Madison. She obtained her Certified Fund Raising Executive (CFRE) in 1999 and is certified through 2014. She received her ACFRE in 2010 and has also been an AFP Master Teacher since 2006.

Meet Mayor Rothschild:Longtime Do-Gooder

admin — Fri, 09 Mar 2012 17:08:44 +0000

Thirty-eight men preceded Jonathan Rothschild as Mayor of Tucson but it is safe to say none of them arrived in office with a deeper understanding of community service.

Before getting the keys to the Mayor’s Office in December, Mr. Rothschild had served on the boards of Casa de los Ninos, Handmaker Jewish Services, Tucson Medical Center Foundation, Friends of the UA Libraries, the Community Foundation of Southern Arizona, Jewish Family Services and Temple Emanu-El.

These experiences give him a unique perspective when discussing the role our city’s non-profits play in enriching the health, happiness and well-being of Tucson.

The Mayor will reflect on the partnership between government and NGOs when he visits the AFP, Southern Arizona Chapter on April 13.

Mayor Rothschild ‘s grandmother came to Tucson in 1942 and opened Valley Fair, a used furniture store on S. 6th Avenue. His father attended Tucson High School and the University of Arizona.

Jonathan himself graduated from Canyon del Oro High School, Kenyon College and the University of New Mexico School of Law.

The Mayor served as a law clerk for U.S. District Court Judge Alfredo Marquez. He then joined his father at Mesch, Clark & Rothschild, the law firm he served until resigning to become Tucson Mayor. He had been the firm’s managing partner for 10 years.

Field of Dreams: Planned Giving Basics

admin — Tue, 07 Feb 2012 23:39:21 +0000

Presented by Mary Louise Luna, CFRE.

Mary Louise will discuss the necessary steps in developing a planned giving program. These are things which can be accomplished by development staff who are not devoting full time to planned giving:

Board support
Guidelines and Policies
Advisory Group
The Donors
Types of Gifts
Events
Stewardship
The Golden Rule

Mary Louise has been with Carondelet Foundation for 14 years, and began in planned giving in 1999, receiving her CFRE in 2000. She received her BA and MA from The Catholic University of America in Washington, D.C., and was certified as a focus group facilitator by RIVA, Bethesda, MD.
In 2002 she was named Outstanding Fundraising Executive by AFP. She is co-founder of the Caregiver Consortium in Tucson and was Founding Chair of Leave a Legacy in 2001.

Branding to Attract Donors

admin — Fri, 13 Jan 2012 18:58:08 +0000

The importance of branding to attract donors
•    Rules of Branding
•    You and the Competition
•    Understanding the Consumer ~ know your best customer
•    Design is key
•    Working with your marketing team

Presented by Robyn Frey, Vice President/Creative Director, Bolchalk Frey Marketing

Since joining Bolchalk Frey Marketing in 1982, Robyn has used her versatile talents to create images and messages that guide clients to their desired goals in marketing their products and services.

Robyn’s strength is that she always has a new and different idea that becomes a creative strategy for an entire marketing campaign or one advertisement. She has a vast background in artistic endeavors that enables her to translate client’s ideas into images that sell.

Robyn and her creative design team have won numerous design awards in Arizona and nationally. Robyn’s genius is being able to simplify the program goals into simple, easily undertstandable messages that are appropriate and consistent for each medium – from transit shelters to advertisements to television and radio commercials. She provides guidance for the creative staff in the details and production of the designs.

A native of North Carolina, Robyn has a BA in Graphic Design from the University of Georgia. She was an artist for the University Of Georgia College Of Veterinary Medicine and served as Art Director at Bernard Hodes Advertising.

She received the Phyllis Ehlinger Women of Excellence Award in 2010 from the American Advertising Federation Tucson.

Fundraising Trends … What worked over the last few years … What we can expect for 2013and BEYOND!

admin — Sat, 07 Jan 2012 23:59:30 +0000

The close of the calendar year and the upcoming holidays is always a good time to look back and evaluate what worked really well in our fundraising programs…as well as those areas that remain challenging. Were our boards more engaged? Did we diversity our donor base? Did special events attract new donors? Has social media translated into awareness and then givers or are we still searching for new ways to make this work? Is it easier or harder to find and retain good fundraising talent? Have world events, and the globalization of fundraising made it more attractive and successful to do international fundraising? We shall cover all these topics and give insights and predictions into what we can expect, 2012 and beyond.

In addition to consulting, Laura is a motivational speaker and best-selling author of The Ask: How to Ask for Support for Your Nonprofit Cause, Creative Project, or Business Venture, (2010), The Ask: How to Ask Anyone for Any Amount for Any Purpose, (2006) and Developing Major Gifts: Turning Small Donors into Big Contributors (2001).

The Ever Changing World of Small Non-Profit Boards

admin — Sat, 07 Jan 2012 23:52:07 +0000

Why is it that some small non-profit boards tend to get mired down in crises and create a feeling of dysfunction? Are these familiar issues for you: lack of fundraising experience or the desire to do so; resistance to change; focusing on the “little” picture and forgetting the big one; or micromanaging staff? Your board members may have the best of intentions, buy you must help them put “FUN” into the board’s “Dysfunction”. They need guidance in making their volunteer experience even better for themselves and for the organization. This session will provide participants various learning tools in creating a positive experience of change for boards in search for that “FUN” or “First-Class Understanding of Non-profits”.

Sean D. Hammerle, CFRE is the Founder and President of PLAID Consulting, LLC a Houston-based firm focused on philanthropic leadership and institutional development for small and medium sized non-profits. With over 20 years’ experience in non-profit fundraising, Sean has raised over $50 million for organizations of all sizes and missions throughout his career. He is a member of the AFP International Board and Subject Matter Expert for CFRE International.

How to Turn Your Volunteers (Board and Non-Board Members) into Great Fundraisers

admin — Sat, 07 Jan 2012 23:31:35 +0000

Fundraising is about relationships, and yet many organizations overlook their volunteers as potential donors and advocates for the organization. This session will move beyond the traditional practice of utilizing only board members as fundraisers, and will focus on how many different types of volunteers, including board members, can play an active role in all areas of fundraising, including events, individual solicitation, proposal writing, and direct mail. The more advocates and fundraising volunteers your organization has working on its behalf, the better off it will be. Come explore ways for your organization to boost fundraising results by getting your volunteers involved in all aspects of fundraising.

Amy Eisenstein is the Principal of Tri Point Fundraising, a full service consulting firm. Amy has helped her clients raise millions of dollars for their annual funds and capital campaigns. She is a certified AFP Master Trainer and has been a CFRE since 2004.

Building a Major Gifts Pipeline despite BIG Obstacles

admin — Sat, 07 Jan 2012 23:22:01 +0000

Learn to recognize the management styles, and strengths and weaknesses of your CEO, Executive Director, Dean and Board Chair, and then work with THEM for success! In this session participants will learn how to demystify fundraising and motivate staff and volunteers to engage and be successful in the development process. Help raise the professional profile of fundraising in your organization.

Adrienne Capps has led many dozens of board members, Executive Directors, Deans, Assistant Deans, faculty and program staff to engage in fundraising. Examining behaviors, motivations, strengths, weaknesses and individual’s perspectives has helped her countless times to reduce the fear of fundraising, promote the professional profile of fundraising and ultimately teach my supervisors to be successful in fundraising, which makes me successful too. With 13+ years in the field, an MBA and the CFRE since 2004, she currently leads a $16M campaign effort as the Assistant Dean for Development and External Relations and Senior Management Team Member at the UC Davis School of Education.

The New Face of Fundraising – Smartphone & Mobile Web Technology

admin — Sat, 07 Jan 2012 23:12:06 +0000

This webinar will focus on aspects of how the entire mobile channel has been adopted by today’s generations – and what steps nonprofits of various types need to take in order to remain sustainable and thrive with today’s individual donors.

Tonia Zampieri has been a pioneer in the mobile nonprofit space, becoming an expert on how charities can best leverage this rapidly changing technology and how generational shifts are impacting consumer behavior and expectations. She conceptualized and launched one of the first nonprofit focused mobile apps on iTunes (Tap-n-Give 2009), delivering brand awareness, fundraising and supporter engagement to participating charities.