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How Can We Energize Our Donors to Give Again?

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Luncheon Presentation
Noon - 1:30 p.m.

Maximizing the Diversity of your Non-Profit Organization
A Stellar Panel of Non-Profit Executives and Leaders from Diverse Cultures

As Orange County continues to increase its diversity, it is more important than ever to explore ways to diversify your Board of Directors and your Donor Base. Come and hear how to reach more of Orange County in this informative session.

Your Expert Panel

Ammal Elhaddad, Moderator

Multi-Ethnic Collaborative of Community Agencies

Dr. Miguel Gallardo

California Latino Psychological Association

Dr. Maryam Sayyedi,

OMID Multicultural Institute for Development

Gloria Reyes


Ellen Ahn

Korean Community Services


Fundraising Fundamentals
10:30 a.m. - 11:30 a.m.

Pie and Passion: Marketing to a Diverse Community
Linda Zimmer

Fundraising happens when people and mission connect. Making that connection is what marketing is about. In this Fundamentals session we’ll discuss tuning into and making that connection when donors represent an increasingly diverse community. If you feel your marketing has gone stale, isn’t connecting with new audiences, or have innovations to share, join in this conversation.

Linda Zimmer is president and CEO of MarCom:Interactive. She is a marketing and business strategist, specializing in reinventing business practices and marketing for the modern age. She has been serving an international clientele of corporate, non-profit and public brands for more than 25 years. She sits on the board of directors for AccessOC and the advisory board of Web Wise Kids. She is co-publisher of online magazine, Adoption Voices Magazine and is a trainer for the State of California’s Cooperative Personnel Services.

Linda is also founder of the Modern Media Leadership Institute, an organizational development, training and research institute on trends in digital media and consumer behaviors. She is a media source on digital media topics for outlets such as US News and World Report, Forbes, Computer Weekly, and Forrester Research. Ms. Zimmer’s clients include Johnson & Johnson, the FDA, Nike, Heinz, Hyatt, Nokia, U.S. Forestry Services, Taco Bell, as well as a myriad of non-profits and government agencies.

Tuesday, July 24, 2012

Everyone is Welcome

Luncheon Presentation
Noon - 1:30 p.m.

Creating a Culture of Philanthropy
at Your Organization

Janet Levine and Chuck Trinone

Successful organizations tend to be those where the people involved—clients, staff, volunteers—feel that they have a relationship and a stake in the organization. Giving back via a charitable gift (of time, talent and/or treasure) is arguably the strongest way to create and strengthen this relationship.

This interactive presentation will help the non-profits present to

1) Assess their philanthropic culture

2) Find ways to create such a culture or to strengthen what exists

3) Understand the practical reasons why such a culture is important

Janet Levine started her consulting company in 2007 after almost 20 years as an advancement professional in the nonprofit sector. Her “in the trenches” training provides a solid base from which she can help to propel her clients, helping them to increase their fundraising capacity and build stronger boards. Because she has been there, has had much success—and made every mistake in the book-- Janet is able to use her experiences and skills to help her clients navigate their real world challenges.

Prior to opening Janet Levine Consulting, she was Vice President of Advancement at CSU-Dominguez Hills. She also served as Dean, External Relations for Pasadena City College and was Executive Director of the Foundation at El Camino College. She also held senior development positions at AFI, the University of Oregon, the Reason Foundation, and at USC. In addition to her consulting, Janet regularly teaches at the Center for Nonprofit Management and in many other places.

Chuck Trinone is a successful fundraising campaign expert. Religious, education and community leaders rely on him to accomplish their financial goals and achieve their dreams. Since 1995, he has raised over $227 million dollars for annual, debt reduction, endowment, new construction, programs and services, and stewardship projects on the West Coast. CTConsultants is his fundraising consulting service that supports, faith based, education and social civic causes and campaigns. Prior to opening CTConsultants he was a consultant to Development Services Group and other consulting firms.

Chuck is a former AFP-OC board member and still participates in AFP’s Orange and Los Angeles County Chapters. He is a founding and current member of Career Renewal Ministry, which has assisted over 700+ unemployed and underemployed find work since 2008, and a founding member of his church's stewardship board. He also volunteers with Share Our Selves (S.O.S) and the Self Help Interfaith Program (SHIP).

Fundraising Fundamentals
10:30 a.m. - 11:30 a.m.
Creating and Growing Your Annual Fundraising Plan
“Preparing for Successful Fundraising”

Jill Lynn Senecal

Principal, Jill Senecal & Associates

The need to raise an ever increasing amount of funds is common to all organizations and institutions. Whether your organization is a start-up or one that is celebrating many years of exceptional program and service delivery, the competition for financial support and donor loyalty is as fierce as ever. This Fundamentals Sessions will address what needs to be done to develop an annual fundraising plan that works. The session will cover such topics as 1) delineating reliable facts about the current and future conditions of the organization; 2) solicitation and gifting strategies; 3) identification of which core elements of the organization are critical to being in place for success in fundraising; 4) key issues that must be addressed in the fundraising plan and expected outcomes, and 5) basic elements of a fundraising plan

About Our Speaker

Jill Senecal, MA, CMP (formerly Bailin) provides professional assessment, planning, and resource development services. Jill helps clients who need to initiate or revitalize their fundraising and revenue development solutions, often impacting their organizational culture and infrastructure. Jill has 30 years of successful experience as an evaluator, planner, trainer, and implementer, who specializes in fundraising, grant writing, and organizational development solutions. Since 1992 she has personally consulted with over 100 nonprofits, and helped them raise over $68 million. As a skilled project manager, she takes great pride in producing big results. Jill has a multifaceted background enabling her to take a hands-on approach and be personally involved in facilitating client needs.

Tuesday, June 26, 2012

Everyone is Welcome

Luncheon Presentation
Noon - 1:30 p.m.
The 2012 AFPOC
Outstanding Fundraising Professional Award

Every single one of us has the power for greatness,
because greatness is determined by service – to yourself and to others.
Oprah Winfrey

The AFP Board of Directors is proud to announce an award for excellence in our fundraising profession. We have many individuals in our chapter who exemplify a life of service to nonprofits in our community. The Outstanding Fundraising Professional Award is a way for our chapter to honor a few of those outstanding individuals and then select one person for the Award. It was established in 1987 and 17 professionals have received the award since that time.
You will have an opportunity to meet some of them on June 26th.

Please join us and support all honorees – past and present.

Fundraising Fundamentals
10:30 a.m. - 11:30 a.m.
Ethics for the New Fundraiser
Exploring the Characteristics of the Best in Our Business

Jim Greenfield. ACFRE, FAHP

The first few years present several challenges beginning with learning about the “cause” of the new employer, their current fundraising programs, meeting new volunteers, donors and prospects, and more. Nonprofit organizations and their fundraising activities observe a strict culture, one that is based on trust. Today, there is heightened scrutiny from governments, the media and the public about nonprofits operations that must abide by the highest ethical standards and avoid even the appearance of impropriety. This session also will review the contents of “A Donor Bill of Rights” and the “AFP Code of Ethical Principals and Standards” as well as the several “ratings” and scores used by various “watchdog” groups in public reports on nonprofit conduct.

Our speaker will be Jim Greenfield, ACFRE, FAHP, a veteran fundraiser with 40 years of experience as a fund development staff leader. He retired from Hoag Memorial Presbyterian Hospital in February 2001 after 14 years as Senior Vice President, Resource Development and Executive Director, Hoag Hospital Foundation. Jim continues to serve nonprofits and the fundraising profession with speaking, teaching, volunteering, writing and consulting/coaching services.

Tuesday, May 22, 2012
Everyone is Welcome

Luncheon Presentation
Noon - 1:30 p.m.
Achieving Greatness
An Insider’s Guide to Children’s Hospital Los Angeles’ Success
Claudia Looney, FAHP, CFRE
Senior Vice President, Development at Children’s Hospital Los Angeles

Success is often situational. However, hard work, big ideas, strategy, teamwork, leadership and a little luck go a long way towards achieving a big fundraising goal. Claudia will share an insider’s look at the transformational campaign she led at Children’s Hospital Los Angeles. Her insight about how they got there and lessons learned along the way is something you certainly will want to learn about. Discover how the institution’s leadership, commitment to the cause and boundless enthusiasm interacted to create this 10-year, $1 billion campaign- the largest ever for any free-standing Children’s Hospital in North America.

About Our Speaker
Claudia A. Looney manages all aspects of the fundraising activities and the capital campaign that raised more than $1 billion dollars at Children’s Hospital Los Angeles. Previously Claudia held leadership positions with Northwestern Memorial Foundation in Chicago, CalArts, Saddleback Memorial Foundation, and Orthopedic Hospital. She began her career at the YWCA and Camp Fire Girls. She is past chair of AFP Foundation and a member of its International Ethics Committee. Her many recognition awards for 45 years of fundraising experience include: the 1994 Fundraiser of the Year for Orange County; the 1996 Fundraiser of the Year for Los Angeles County; and YWCA’s Woman of Distinction for Orange County in 2004. In addition, AFP presented Claudia the 2012 CCS Award for Outstanding Fundraising Professional and the Fundraising Professional of the Year 2012 award.

Fundraising Fundamentals
10:30 a.m. - 11:30 a.m.
The Five Tool Fundraiser:
Exploring the Characteristics of the Best in Our Business

Christopher Looney
Corporate Vice President and Managing Director, Community Counseling Service (CCS)

Are you one of the professionals who views closing gifts and raising money as the only skills that really matter in the development profession? Chris Looney will explore other skills that are of equal value, especially for those responsible for running their own shops. Development professionals who are able to raise money, manage up, manage down, work effectively with volunteers, and be strategic are rare and tremendously valuable. They are perhaps the best and most talented fundraisers and are what Chris considers Five-Tool Fundraisers. Join this active discussion and learn more about the skills necessary to raise money in a positive and collegial environment. You will also learn how to do it ethically and sustainably to maximize every opportunity for the institution to continue its own advancement philanthropically far into the future.

About Our Speaker Chris Looney joined CCS in 1998 and has the responsibility for overseeing the company’s operations in southern California. He has more than 16 years of experience working with some of the most well-known non-profit organizations on major fund-raising initiatives and has assisted more than 100 organizations with audits, studies and campaigns. Chris’ clients have included hospitals, schools, churches, international and regional social service agencies, and civic institutions. He is a member of the CCS Training Institute faculty and remains actively involved in the Association of Fundraising Professionals throughout southern California. He currently serves on the boards of the AFP Orange County chapter and the AFP International Foundation. Chris earned his B.A. from Princeton University.

Tuesday, April 24, 2012
Everyone is Welcome

Luncheon Presentation

Noon - 1:30 p.m.

Transforming You and Your Organization:
Tapping into AFP Resources

Larry Hostetler, CFRE

Director, Chapter Services, Western U.S., Pennsylvania, North & South Carolina

Have you ever needed help with a certain fundraising topic? What about the latest information on current salaries to take into your annual review? Or perhaps you need statistics for a research project. Maybe you need help in finding a new job. You might just need someone to talk to, someone who will let you ask that stupid question.

Become a better fundraiser by joining us this month to learn from Larry Hostetler- a fundraiser with three decades of experience. Larry will present an informative, fun, and fact-filled review of the benefits and resources available to you through AFP whether you are an AFP member or not. Learning how to advance both your organization and your career is especially critical in this economic climate.

Fundraising Fundamentals
10:30 a.m. - 11:30 a.m.

Larry Hostetler, CFRE

Director, Chapter Services, Western U.S., Pennsylvania, North & South Carolina

Top 10 Things You Didn’t Know About AFP

Misconceptions will be dispelled, rumors confirmed and debunked.

Attend this session to get the surprising inside scoop that every fundraiser should know about AFP.

About Our Speaker

As the Chapter Services Director for the Association of Fundraising Professionals, Larry Hostetler's territory includes the western U.S., Pennsylvania, and North and South Carolina, providing services and visits to 67 chapters in five time zones. His career includes both fundraising and executive director positions and spans over three decades and communities from coast-to-coast. His service to AFP includes Chapter Boards in medium, large, and small chapters. He has also served on AFP International committees, most recently chairing the Chapter Support Subcommittee in the Membership Division. Larry enjoys sports (particularly baseball, where he is a fan of his hometown Cincinnati Reds), reading, and travel.

Tuesday, March 27, 2012

Luncheon Presentation
Noon - 1:30 p.m.

The Great Paradox: The Board and its Fundraising Role

It’s one of the worst-kept secrets around, and yet it’s very common.

While most everyone agrees that the board needs to play some kind of role in the bottom line, the harsh truth is that doesn’t mean board members will automatically enjoy fundraising – or even be very good at it. Deirdre Maloney will provide a practical framework and real-life tips on how to create and execute a fundraising strategy for the board – one that creates energy and eases the tension for all involved. She will address some vital questions: How to use the passion of board members to raise money for the organization? What’s the best way to establish and monitor board giving policies? How can staff and board members work together for the overall fiscal health of the organization?

About our Speaker

Deidre Maloney

Deirdre Maloney proudly runs Momentum, LLC, which helps nonprofit organizations meet their missions through better business. Through presentations and corporate trainings, as well as customized services like strategic planning, board development, and marketing services that improve the bottom line, Deirdre helps organizations meet their goals…and helps their leaders sleep better at night. In addition to her work through Momentum, Deirdre teaches marketing for the University of San Diego’s School of Leadership and Education Sciences. Her writings and articles have appeared in a number of print publications and her blog on leadership is a hit.
Her book, The Mission Myth, was released in November 2011.

Tuesday, February 28, 2012

Luncheon Presentation
Noon - 1:30 p.m.

Effective Donor Relations Strategies

Retaining donors is a challenge for many nonprofits and a surprisingly high percentage of donors don’t make a second gift. That’s unfortunate since it is easier and cheaper to retain donors and even upgrade them gradually to a higher giving than to find and cultivate new ones. The best strategy is to know how to keep the donors you have. In this session Todd will be sharing successful donor relations (and foundation relations) tips and strategies that produce great retention results and can be easily implemented.

About our Speaker

Todd Hanson
Orange County Community Foundation
Todd Hanson is vice president of donor relations and programs at the Orange County Community Foundation. He visits more than 100 local nonprofit organizations each year to stay informed on the latest programs, services and results. This past year he helped to facilitate nearly $30 million in granting for OCCF. Todd has more than 20 years of experience in nonprofits, including 10 years at OCCF, and is the former executive director of Camp Fire USA in Orange County. He is a graduate of California State University, Fullerton.

Tuesday, January 24, 2012

Luncheon Presentation
Noon - 1:30 p.m.

Chewing Gum and Walking
Communicating, Connecting, and Creatively Leading
Jon M. Wagner, CFRE

We never do just one thing at a time. In fact, the extent to which we optimize positive results from multiple activities is a good measure of our leadership. Adapted from a presentation created by Sherry Schiller, Ph.D., Jon will host a “game” that will help you achieve your goals by learning strategies to help create trust, improve communications, build constructive relationships, galvanize commitment, and inspire focused action.

Fundraising Fundamentals
10:30 a.m. - 11:30 a.m.

Why Join?

Getting the Most Out of Your AFP Membership
Jon M. Wagner, CFRE

Jon will lead a discussion around the benefits of membership in the Association of Fundraising Professionals. Many aspiring fundraisers know of the networking and education opportunities provided by attending monthly chapter meetings. There are other significant benefits as well. Come find out about what you’re missing. Even current AFP members may discover some hidden treasures.

About Our Speaker

Jon M. Wagner, CFRE, is AFP OC’s 2012 President. Jon is the Senior Major Gifts Officer for St. Jude Memorial Foundation in Fullerton, California. Jon’s past associations include Arts Orange County, Fullerton Historic Theatre Foundation, Laguna Playhouse, The Wooden Floor, and Segerstrom Center for the Arts. He and his wife, Nancy, reside in Yorba Linda, California where they raised three daughters.

December 6, 2011

Key Tasks for Fundraisers at Year-End
Tuesday, December 6 - Orange County Chapter Meeting
(Members - Register by Friday at Noon to Receive Your Discount)

Luncheon Session Noon - 1:30 p.m.

Were you planning to simply cruise into 2012?  Fly by the seat of your pants?  In this session, Larry Buck, ACFRE will outline the key tasks you must accomplish before year-end to finish 2011 strong and the plans you must put in place to kick off 2012 aggressively.

About Larry Buck

The Jesus Film Project and Campus Crusade for Christ has been the beneficiary of the work of Larry Buck, ACFRE, for the past 34 years. Larry's innovation and leadership have not only helped the organization but have blazed a trail for other non-profits both nationally and internationally to raise funds and enhance their profiles. Larry was the#43 ACFRE in 2000. Larry's innovation has been instrumental in the areas of gift catalogs,donor analysis and segmentation, compliance, stewardship and cultivation.  In his tenure at the Jesus Film Project, Larry and his team have increased donations tenfold.

Fundamentals Session: 10:30 - 11:30 a.m.
Enhance Your Career in 2012

What are you doing in 2012 to further your career?  Consider becoming a credentialed fundraiser and earn your CFRE designation.  Join the discussion and learn how to do it but more importantly, why to do it.  Plus, for non-members a discussion of the benefits of becoming a member of AFP. 

About Gary Good

Gary Good, CFRE has nearly three decades of experience with nationally recognized arts organizations and has created programs that have improved both their local and national reputations.  For the past three years, Gary has spearheaded the Pacific Symphony's annual and capital campaigns, increasing donations by 26% while decreasing fundraising expenses by 15%.  Gary serves as the Chair of the AFP International Foundation and is very involved in fundraising activities throughout the country.

October 25, 2011

Measuring Fundraising
A Two-Part Presentation by Jim Greenfield

Fundamentals Session: 10:30 – 11:45 a.m.

Part I: Fundraising Cost Effectiveness and Performance Measurement Demands for financial accountability by board members, volunteers, donors and others continue to focus on the cost of fundraising. This workshop will offer sample gift reports, worksheets and performance guidelines to illustrate how to assess results and measure performance for effectiveness and efficiency as well as how to budget and forecast future gift revenues.

Luncheon Session: 12:45 – 1:30 p.m.

Part II: Evaluating Fundraising Effectiveness Accountability for fundraising is about measurements and performance benchmarks others believe nonprofits should meet. This session will address criteria for fundraising efficiency and effectiveness along with how fundraisers are evaluated and by whom. A review of performance standards and guidelines used by Charity Navigator, Better Business Bureau and other “watchdogs” also will be discussed.

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