|Event Archives / 2008-13
How Can We Energize Our Donors to Give Again?
Susan Hoover Miller, CFRE
In fund raising, we focus a great deal of attention on developing and maintaining relationships with our donors. What are the key elements needed to be successful with this? Join us for a fun, interactive discussion of how we can connect to our supporters in meaningful ways. We'll place particular emphasis on the step that offers our best relationship-building opportunity -- saying thank you promptly and thoughtfully.
Susan Hoover Miller, CFRE, is President of a fund raising consulting firm, Susan Hoover & Associates. During her 26 years as a development professional, Susan has specialized in major gifts, capital campaigns and board development. Her expertise also includes strategic planning, feasibility studies, and developing marketing plans. In 2000, she was honored as the "Outstanding Fund Raising Professional" by AFP-OC.
Susan has led development efforts at several Orange County nonprofits including Human Options, Segerstrom Center for the Arts, the Laguna Playhouse and the Ocean Institute. Currently, she serves as Director of Development for the Delhi Center in Santa Ana.
Becoming a Big Idea Organization
Tim Shaw, THINK Together
Most nonprofit mission statements describe almost herculean aspirations--ending homelessness, curing disease, stopping child abuse. Too often, however, the tactics employed to pursue these lofty aspirations aren't nearly as grand. Big problems and big missions require big solutions. And big solutions require big ideas. But how? How can your organization enact processes and systems that gear the culture toward the generation, implementation and sustainability of big ideas in programming, partnerships, revenue and results? Tim Shaw has been doing this for nearly 25 years and will provide practical information about how you can start realizing your highest aspirations.
Viki Barie, CFRE
Ethical standards and principles are the foundation for maintaining public trust, for every AFP member. AFP provides a self-governed process for addressing ethical concerns. Learn more about Donor Bill of Rights, AFP professional conduct, online tools and assessments, as well as some sticky situations that happen to fundraisers.
Viki Barie is currently Director of Development for Major Gifts at St. Joseph Hospital Foundation in Orange, CA. Viki has extensive experience in annual giving, special events, grantwriting, volunteer development, and non-profit management. She is a fund development trainer for the Association of Fundraising Professionals (AFP), the Association of Healthcare Philanthropy (AHP), and other professional entities. She served as co-chair of the AFP Orange County Chapter 2001 National Philanthropy Day. Viki is also a past AFP Chapter Treasurer, and Past President of the AFP Orange County Chapter. In 2011, Viki was named Outstanding Fundraising Professional for the AFP Orange County Chapter. She has held the Certified Fund Raising Executive (CFRE) credential since 1993, and is completing her Certified Specialist in Planned Giving credential in 2013.
Ethics in the Nonprofit Sector
John Scola, CFRE
Is there such a thing as “tainted” money?
What measures are in place to ensure funds are used according to a donor’s intent? Is there anything wrong with paying a commission to fund raisers?
For many fundraising professionals, the answers to these questions may seem simple…until you confront them head-on in a real life scenario. Come join us for a lively program addressing the real world of ethics and fundraising. Bring your energy, your experiences, your common sense and sense of humor for this fun and informative meeting.
Our program this month is presented by John A. Scola, CFRE
Executive Director, MUZEO Foundation
How to Build a High-Performance Fundraising Team
In this provocative new address, Penelope tackles one of the not-for-profit sector’s most frustrating and costly problems – the high turnover rate of fundraisers. Backed by four years of research with more than 16,000 professional fundraisers, CEOs, Board members and donors, Donor-Centered Leadership offers surprising statistical evidence about why good fundraisers – both professional and volunteer – move on prematurely and what it will take to keep them on the job longer and working productively. In plain language, Penelope shows employers how they can easily measure the real cost of premature staff turnover and the financial benefits of bringing this pressing problem under control.
This address is not just for employers and decision-makers. Donor-Centered Leadership reveals what will inspire longer tenure among young fundraisers. Penelope illustrates a compelling case for helping them gain experience and realize their goals more quickly in order to address the coming exodus of top fundraising managers who are already on the verge of retirement.
Highlights: why fundraisers leave; what makes a great boss; how to hire for long term loyalty; which employee benefits and working conditions really influence staff retention and which simply drain the budget; how to “hire” board members who will raise money; how to use your CEO more effectively; how staff turnover affects donors; what fundraisers need to know before they move from one job to the next.
The 2013 Cygnus Donor Survey of 25,000 donors
... where 25,000 donors said where they are taking their philanthropy this year
In a rapidly evolving world, fundraising cannot shield itself from change. But making the right choices when resources are so limited and competition so fierce is the challenge that every not-for‐profit faces. Luckily, your donors can point you in the right direction.
Join author, speaker and fundraising futurist, Penelope Burk, as she unveils brand new research conducted earlier this year with thousands of American donors about what they want from their philanthropic relationships in 2013, what it will mean for your bottom line, and how you can help your organization get out in front of the trends.
In this session attendees will learn:
how fundraisers can differentiate key messages to capture the imagination of young, middle-age and older donors
where new donor acquisition has vibrant potential and where fundraisers shouldn't waste their precious resources
why the most independent donors give the most generously and how not-for-profit websites can become better at capturing their attention
how fundraisers can inspire more monthly donors up into major and planned gifts
the surprising philanthropic potential of donors who sponsor friends and family members in "thons" and other events
Consistent language reinforces your brand awareness and professional identity. It sets the tone of your communications with both internal and external audiences. So, even though your overall message may change based on your audience, repeating the same words and phrases are critical whenever you write or talk about your products and services. Believe it or not, you can make phoning fun. These time-tested habits will increase your appointment setting skills.
Paul Glowienke, MBA; Financial Advisor, Northwestern Mutua is a seasoned professional in financial security with a broad understanding of business practices. Hi MBA in Finance helps him navigate balance sheets and income statements while his multi industry experience helps him to better understand his clients' obstacles and objectives. He believes philanthropy improves our collective good fortune and thinks his work with charities makes a real and tangible difference in our society. His practice at Northwestern Mutual is designed to offer value to his clients by helping them protect their treasured families and accumulate wealth to provide for a more secure future and leave a lasting foot print in the charitable arena.
Engaging the Next Generation
Todd Hanson, Orange County Community Foundation
This is a unique time for fundraising professionals. Never before has there been four generations actively involved in philanthropy at the same time. We are all now working with Traditionalists, Baby Boomers, Gen X and Gen Y (Millenials). The good news is each generation is philanthropic, however they each have individual preferences for how they are engaged by nonprofits, and to engage with them effectively takes special planning and efforts. Todd will be sharing tips and suggestions he has learned in his 12 years as VP of Donor and Community Engagement with the Orange County Community Foundation. You will learn some practical ideas that your organization needs to be aware of to effectively steward multiple generations of philanthropists.
The Fundamentals of a Meaningful Relationship Network
President/CEO of the Santa Ana Chamber of Commerce
Plan to attend this informative session on relationship networking, an important topic that is inherent in every fundraiser’s toolbox. Dave Elliott will describe the nature of a relationship network. He will also address why it is important, describe the right frame of mind that is needed and discuss the 7 key elements that make up the relationship pyramid.
Engaging High Net Worth Donors
A Bank of America Study
Michael Wagschal, Senior Vice-President
U.S. Trust, Bank of American Corporation,
Bank of America Merrill Lynch
The most recent Bank of America study on high net worth philanthropy offers unique insights into the giving forecasts, motivations and shifting behaviors of America’s wealthiest households. Michael Wagschal, SVP at U.S. Trust, Bank of America Corporation, shares the results of the study, and helps us develop deeper understanding of giving trends, strategies and traditions among wealthy donors.
To put the importance of giving by wealthy donors into context, of the nearly $300 billion donated last year by individuals, roughly $105 was given by the wealthiest 3% of American households.
Michael will discuss significant shifts as well as consistent trends in the attitudes and giving priorities of the wealthy, including the nonprofit sectors they support, how they direct their largest gifts, what motivates them to give, why they stop giving, and their family and holiday giving traditions.
June 2013 – Kay Sprinkle Grace at OneOC
The Power of Words
What I Wish I Had Known When I First Began My Fundraising Career
Have you ever thought about the different message you send by exchanging one small word for another? Or how the words you choose impact your professional reputation? “Think before you speak,” are words of wisdom that we must take to heart as fundraisers. How you communicate, both verbally and through the written word, not only paint a picture of you as a professional, but also the image of your organization. Join us for an interactive session to discuss the power of words and how we can present ourselves and our organizations in the best way possible.
MSW, Distinguished Giving Director, American Cancer Society
Raising More Money
Lessons Fundraisers Can Learn from Apple's Steve Jobs
Stephen Christensen, ACFRE
Executive Vice President, External Relations, Concordia University Irvine and
Founder, Teen Entrepreneur Academy and Faith and Work Life
If you are looking to raise more money this year than you did last year (and who isn’t?) then there are some fund raising insights and tips we can learn from Apple’s visionary CEO Steve Jobs. While for-profit businesses and not-for-profit organizations have different operating systems and exist for very different purposes, we also can appreciate what we can learn from successful entrepreneurs who changed the world. Join is for lunch and learn insightful business principles and best practices worthy of examination by fund raisers. We will discuss the application or modification of business lessons from Steve Jobs such as vision casting, inspiring a team, implementing a plan, obtaining followers and meeting customers’ needs. Let’s explore together how these entrepreneurial practices could help us raise more money.
Creating a Development Strategic Plan
The road map for long term success
Alan Pearson, CFRE
Unfortunately, the overwhelming majority of non profit organizations, large and small, operate without a true development strategic plan. Many simply lack the staff or expertise to create a plan. However, the development strategic plan is the road map to long term fundraising success and no NPO should be without one.
In this Fundamentals session you will learn the basics of creating Development Strategic Plan including:
The importance of creating your overall development Philosophies and Strategies.
How to create policies and procedures for gift acceptance, gift processing, donor recognition, privacy, confidentiality, prospect/donor research and why every NPO must have them.
What should be included in a Case for Support and how to create one.
Creating or enhancing your major gift program with a systematic approach to a Donor Contact Plan
Why you need a Monthly Giving program and how to create one.
Creating and implementing best practice principles and strategies for direct mail and email campaigns.
Steps for creating a system to evaluate the success of your development efforts.
Alan V. Pearson, CFRE has two decades of experience in philanthropy and a proven history of leadership and fundraising results.
Fundraising for a Capital Campaign
Tips from a Model Developed by The Discovery Science Center
with Celeste Signorino and Sean Fitzgerald, Discovery Science Center
Learn how Discovery Science Center (DSC) developed a capital campaign to open a new facility to fill the gap in STEM (science, technology, engineering, and mathematics) education in Los Angeles. Late last year DSC received Los Angeles City approval to open a second facility, tentatively known as DSC-LA, in the San Fernando Valley.
Discovery Science Center (DSC) is Orange County’s nonprofit organization dedicated to educating young minds, assisting teachers and increasing public understanding of science, math and technology through interactive exhibits and programs.
Celeste Signorino is the Director of the Capital Campaign and Sean Fitzgerald the Director of Strategic Development for DSC. Celeste will discuss the Center’s approach to fundraising and the ongoing Capital Campaign. Sean will describe the Center’s history of partnerships with public agencies on education outreach programs. And both will describe how these models will be applied to the Center’s addition of a new facility on a site at Hansen Dam.
Fundamentals - Submitting a Strong Nomination
for National Philanthropy Day
Victoria Collins, Ph.D., CFP
This coaching session is for Executive Directors, Development Officers and all fundraising staff on how to submit a great nomination for National Philanthropy Day 2013. The workshop will address how to best present your nominee, the correct category for your submission, tips to strengthen your nomination, frequently asked questions, common mistakes and much more. Join us for this informative session and stay for the luncheon.
Luncheon - A National Philanthropy Day Special Session
The Heart of the Donor
Personal Stories of Philanthropy
Joann Leatherby and Joe Lins, 2012 Outstanding Honorees from National Philanthropy Day share their personal stories, providing insights on the Heart of the Donor.
Joann Leatherby has a passion for academia and has been a Chapman University supporter for decades. She has played a key role providing comprehensive vision for Chapman’s future including spearheading the campaign to build Leatherby Libraries. Also a supporter of disadvantaged children, as a representative of the Juvenile Diabetes Research Foundation, and an arts supporter of South Coast Repertory Theatre and the Segerstrom Center for the Arts, Leatherby has had a wide-ranging impact in OC.
Joe Lins has made a significant impact on nonprofits, including as co-owner of Century 21 Discovery in Fullerton through running free ads for area nonprofits on a billboard at a busy street corner and hosting Century 21 Discovery’s Annual Charity Dinner & Auction events, which has raised $215,000 over 17 years. On the Board of Directors for St. Jude’s Memorial Foundation, under Lins chairmanship, St. Jude’s capital Campaign for Excellence reached its $50M goal in 2009.
Small, But Mighty
Developing a Major Gifts Program in a Small Fundraising Shop
A small shop often has big fundraising requirements.
Your budget and resources aren’t the same as the big organizations.
Your shop may be called upon to work harder and longer than a full fundraising staff or department – and still be asked to produce some high volume results.
How do you manage it all? How does the small shop make a big impact?
Our February Fundamentals is all about how to be Small, But Mighty.
Catherine Spear will lead you through best practices for small shops, including Smarter, Not Harder, Seven Things Never to Do in a Small Shop and The Art of Leverage.
MUCKENTHALER: A Non-Profit Success Story
Learn how the Muckenthaler Cultural Center in Fullerton doubled its budget and tripled its programs in three years during the worst economy since the great depression. Zoot Velasco, Executive Director of “The Muck”, will outline steps that paved the path to astounding growth in lean years. He will tell the tale of his journey which has become the subject of a new book, The First Hundred Days: Leading Nonprofits Out of The Wilderness. Speaker: Zoot Velasco
Fundamentals - The Joy of Being Certified as a CFRE
If you’ve ever considered becoming a Certified Fund Raising Executive (CFRE), hesitate no longer. Becoming a CFRE is an excellent personal and professional goal. Presenters Frances Rozner, CFRE and Heather McKenzie-Densmore, CFRE, will provide the what, why and how, along with encouragement and answers to your questions.
Frances Rozner, CFRE, and Heather McKenzie-Densmore, CFRE
Storytelling for a Purpose
Julie Holdaway (substitute speaker for Tim Shaw)
Join Us on Wednesday, December 12, 2012
for the next monthly chapter meeting of the Association of Fundraising Professionals, Orange County Chapter
This is a Members-Only Meeting
$35 for Members
Noon - 1:30 p.m.
2012 Year-in-Review: Join us for a Social Celebration
Have some fun and enjoy a few surprises. The Holidays are upon us. Let’s relax, take time to network with friends, celebrate and look at our chapter’s 2012 accomplishments. From the education programs we have provided, the number of new CFREs in our chapter, to our tremendous National Philanthropy Day event, we have much to celebrate. As always, lunch is served with our annual December tradition of delicious desserts – the best of any meeting in the year!
Join Us on Tuesday, October 23, 2012
for the next monthly chapter meeting of the Association of Fundraising Professionals,
Orange County Chapter
$35 for Members, $45 for Non-Members (discounted rates until Friday, October 19, 2012)
(meetings are OPEN to all)
Noon - 1:30 p.m.
Is BIGGER Really Better?
For many fundraising professionals, career aspirations are aimed toward working in a large department of development or advancement. Many of these organizations (especially large universities and hospitals) may have teams of 50 – 100 professional fundraisers, or even more. But is “bigger” really “better”? Join us next week when a panel of veteran development officers discuss the pros and cons of the “big shop” vs “small shop”.
We have a stellar panel for this topic, including
Dr. Flynn Andrizzi
(the newly appointed) President of the Hoag Hospital Foundation
Director of Fund Development at Age Well Senior Services
Don’t miss this discussion about exciting career options.
Join Us on Tuesday, September 25, 2012
for the next monthly chapter meeting of the Association of Fundraising Professionals,
Orange County Chapter
$35 for Members, $45 for Non-Members (discounted rates until Friday, September 21, 2012)
(meetings are OPEN to all)
Noon - 1:30 p.m.
Let’s Talk about “Ethics”
The accountable fundraiser has many roles and responsibilities: We are committed to observe professional practice guidelines in cultivating, soliciting and stewarding donors and volunteers for our nonprofit organizations. These duties also include following the ethical guidelines embodied in the AFP Code of Ethical Principles and Standards. So; how are we doing with “Ethics?” This session will examine ethical conduct for our organizations, our boards, our volunteers and supporters, and for us fundraisers. And, to review real ethical issues, we’ll examine a few “ethical dilemmas”.
Our speaker will be our own Jim Greenfield, ACFRE, FAHP, a veteran fundraiser with 40 years experience as a fund development staff member at three colleges and universities and five hospitals and medical centers. Following retirement in 2001 from Hoag Hospital as Executive Director, Hoag Hospital Foundation, Jim continues to serve nonprofits and the fundraising profession with speaking, teaching, volunteering, writing and consulting services. He is the author and editor of several books including “Rights of Donors”, chapter 2 in “Fundraising Ethics: A Guide for Nonprofit Boards and Fundraisers” (Wiley, 2008).
10:30 a.m. - 11:30 a.m.
The Role of Special Events
in a Fund Development Plan
What are special event best practices, and how can you make sure your event is a success?
Are your events one part of a broad-based annual fund plan or are they your entire annual fund plan? What are the most effective roles for volunteers, the board, and the staff? How do you find and engage sponsors? How and where do in-kind contributions fit best? If you do not have a budget plan, how to you manage for maximum net return? What ethical issues will you face as you sell and operate your event? And what is different when you are involved in a major event like the Toshiba Classic golf tournament?
Join us for a lively discussion led by Jake Rohrer and Jeff Purser. Jake has 30 years of development experience as a volunteer, board member and staff member for Hoag Hospital Foundation. He is now retired and does consulting and coaching for clients of Executive Service Corps and The Olin Group. Jeff Purser has 23 years of marketing and management experience with professional sporting events in Ohio, Florida, Michigan and California. He is the Executive Director of Hoag Charity Sports Events and has been the Executive Director of the Toshiba Classic for 15 years.
Tuesday, August 28, 2012
Everyone is Welcome