Participants will be able to leave with a better understanding of:
1. What is a mid-level giving program and why is it important to the donor pipeline
2. Keys to building a successful mid-level giving program and staffing it
3. How to assess organizational capacity to implement a mid-level giving program
Meet Our Presenters!
Sasha Lewis, CFRE has had the privilege to work in the nonprofit fundraising sector in both back-of-house and front-line roles for 20 years. Early in her career, she specialized in helping nonprofit organizations focus on innovation through the donor data system.. As data innovations became embedded in the culture of the organization, she helped colleagues use donor centric data to achieve greater fundraising success to fulfill the organization’s mission. After spending a decade working behind the scenes, Sasha served as a fundraiser for social service and educational organizations in the Midwest before moving to Arizona where she worked with the Musical Instrument Museum and Arizona State University Foundation.
Over the years she found that donors,especially those that make principle philanthropic gifts, expect charitable organizations to demonstrate operational excellence so that more can be done to support the mission. To help organizations accomplish this, Sasha founded Moves Management Consulting to assist nonprofit organizations with CRM and fundraising needs. She holds an MPA in Nonprofit and Community Services Management from Park University and a CFRE (Certified Fund Raising Executive) from CFRE International, the global standard for the fundraising profession. She has also serves on the Education Committee of the Association of Fundraising Professionals - Greater Arizona Chapter as well as a mentor in the AFP Mentoring Program.
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Stephanie Walsh is Director, Philanthropy for the Southwest Region of the American Cancer Society. With 20 years’ experience, she has spent most of her career in healthcare philanthropy, with a focus on annual, mid, and major giving. She relocated to Phoenix, AZ in 2013 to work for Banner Health, securing philanthropic support from individual donors for Banner Alzheimer’s Institute.
Stephanie is a past president of West Suburban Philanthropic Network (WSPN) in the western suburbs of Chicago. She is currently a member of the Association of Fundraising Professionals and for the past three years, has served on the Education Committee of the Association of Fundraising Professionals‘ Greater Arizona Chapter.
Stephanie holds a Bachelor of Arts degree in broadcast communications and political science from North Central College (Naperville, IL) and Master of Business Administration from Aurora University (Aurora, IL). In 2010, she was honored with WSPN’s Distinguished Service Award and is a graduate of the Valley Leadership Accelerate 2019 program.
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FEBRUARY LUNCHEON AND WORKSHOP: RESPONSIVE FUNDRAISING
"How Your Nonprofit Can Build Lasting Relationships with Today's Donor & Treat All Donors Like Major Donors"
Presenter: Gabe Cooper
Approved for 2 CFRE Points
Wednesday, February 5, 2020
Registration Opens at 11:30 am
Program and Lunch Begin at 12:00 pm
Presentation 12:30 pm - 2:30 pm
Hyatt Regency Phoenix
122 N. 2nd St. | Phoenix, AZ 85004
AFP provides 2 complimentary hours of parking in the Regency Garage, bring your parking ticket to the registration desk for a validation sticker.
Cost
Early Bird: $40 member/$50 nonmember (before Jan 25)
Regular: $50 member/$60 nonmember (on or after Jan 25)
Pending Approval for 2 CFRE Points
If registering on-site: we cannot guarantee there will be seats available however if there is availability, we gladly welcome you on a first come, first serve basis.
ABOUT THE WORKSHOP
Overview
Today’s donor lives in a world of constant personalized experiences. These daily experiences span fashion, fitness, entertainment, and shopping to news, travel, finance, and business.
From featured recommendations in her favorite apps like Amazon, Netflix and Yelp to hand-selected pieces delivered straight to her inbox from JCREW or Nike. Her phone serves her notifications of curated news from Apple and Buzzfeed when she wants them.
Each experience uniquely crafted based on what these brands know about her activities, interests, relationships, location, and more. Many serving up the exact thing she needs, could want, at the perfect time.
Yet, we (nonprofits) are still using impersonal mass-blast-spray tactics to engage 95% of our donors. Only top givers get a personalized, responsive experience. Why?
But, here’s the thing … the fundraising tools and tactics we’ve been taught to use to engage donors are limited. They were designed for a donor that no longer exists in a world that requires much more.
So, we re-wrote the playbook on fundraising to help you build lasting relationships with all your donors through personalized experience and authentic engagements that are driven by data.
In this interactive session, we’ll share the refreshed playbook plus share four strategies for donor personalization that you can use immediately to creatively connect with your donors. Each designed to inspire and activate generosity, build lasting relationships with all your donors, and grow impact.
Format
As part of the presentation, we'll also include two additional segments outside of the lecture:
A set of nonprofit examples and/or a case with a nonprofit leader
A workshop portion that allows attendees to begin applying the concepts learned through small discussion groups
Learnings
An understanding of shifting donor preferences and what this means for you in 2020 and beyond.
A reimagined playbook designed to help you build lasting relationships with all your donors, and grow impact.
Six (6) responsive fundraising strategies that you can use immediately to raise retention rates and grow giving.
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SAVE THE DATE FOR OUR NEXT WORKSHOPS!
Wednesday, April 8, 2020
Wednesday, August 5, 2020
Wednesday, October 8, 2020
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PAST WORKSHOPS
SEPTEMBER WORKSHOP AND LUNCHEON: DIVERSITY IN THE FUNDRAISING PROFESSION
"Sleeping Giant: Latino Major Giving in the US Today"
Presenter: Armando Zumaya
2 CFRE Credits
Where:
Hyatt Regency Phoenix
122 N 2nd St, Phoenix, AZ 85004
When:
Friday, September 6t, 2019
Registration Begins at 11:30 am
Lunch and Program 12:00 pm - 2:30 pm
Cost:Early-Bird Members (before August 28th): $40
Early-Bird Non-members (before August 28th): $50
Members: $50
Non-members: $60
Funded in part through member support of the AFP Foundation for Philanthropy’s BE the CAUSE
Armando Zumaya has been in fundraising for 32 years in a variety of roles that have given him a unique perspective on development offices, prospecting and role of prospect research/management. He is currently an active Chief Development Officer.
He has spent the bulk of his fundraising career as a Major Gift, Leadership Gifts and Annual Fund Officer on two $1+ billion dollar campaigns at Cornell University and the University of California, Berkeley. He began his career in 1985 as a canvasser for SANE/FREEZE in Los Angeles and Ithaca N.Y. where he led door to door canvassers in the field for 5 years. He has served in the Vice President of Development, Director of Major Gifts and Chief Development Officer, Annual Fund and Leadership Gift roles.
He is well known for his work in teaching prospecting, solicitation, cold calling, major gifts techniques and remote constituency fundraising. He has been a tireless advocate for improving the Prospect Researcher/Fundraiser relationship and creating a prospecting culture inside development teams.
He also speaks about the rise of Latino Major Giving in the US through his direct experience raising major gifts in the Latino community. He emphasizes the need for a new vision of Latino philanthropy throughout our nonprofit community.
He is a well known and well reviewed speaker. His session at the 2018 AFP International Conference was one of the few highlighted in the Chronicle of Philanthropy's coverage of that conference out of 116 sessions in their April 17th, 2018 issue.
He lectures at AFP, The Foundation Center, AFP Chapters, AFP Hemispheric, The Foundation Center, Development Executives Roundtable, APRA, APRA Chapters,CARA, SAWA, MARC, Compass Point, Blackbaud, Forum on Fundraising and Academic Impressions.
He has been widely published including the nationally acclaimed OpEd in the Chronicle of Philanthropy on March 24, 2014 entitled “Give Fundraising Researchers More Influence and More Credit”.He has also been published in the Grassroots Fundraising Journal, Currents (The Magazine of CASE) The Major Gifts Report Fundraising Compass, Bloomerang, Frost on Fundraising and others.
His three recent articles "The Crisis of Development Officer Short Tenures", "Silent Service" and "The Nonprofit Achievement Gap" has earned him national recognition.
He lives in Northern California and is a proud alumnus of the University of California, Riverside and Roosevelt HS in East Los Angeles.
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JULY WORKSHOP: GRANT WRITING WORKSHOP
The Do’s and Don’ts of Corporate and Foundation Grant Proposals
This interactive professional development session will talk about the Development Office's role in corporate and foundation grant proposals. Robust discussions will center around targeted grant research, go/no-go decision making, building initial relationships with potential funders, avoiding grant submission red flags, and following-up with funders.
Presenters: Dr. Bev Browning, MPA, DBA, CSPF and Kim Joyce, GPC www.bevbrowning.com
2 CFRE Credits
Where:
Hyatt Regency Phoenix
122 N 2nd St, Phoenix, AZ 85004
When:
Wednesday, July 31, 2019
Registration Begins at 11:30 am
Lunch and Program 12:00 pm - 2:30 pm
Cost:Early-Bird Members (before July 20th): $40
Early-Bird Non-members (before July 20th): $50
Members: $50
Non-members: $60
About Our Presenters
Dr. Beverly A. Browning (Dr. Bev), CSPF
“Dr. Bev” is the author of 43 grants-related publications, including six editions of Grant Writing For Dummies. She holds degrees in Organizational Development, Public Administration, and Business Administration. Dr. Bev is a grant writing course developer and online facilitator for Ed2Go.com.
Kim Joyce, GPC
Kim a native of Phoenix (AZ), began her career in education and has been involved with the nonprofit sector as a grant professional, fundraising professional, and volunteer for a total of 20 years.Kim has assisted clients in receiving grant awards of more than $100 million. She is a Grant Professional Certified, and recently earned her GPC Credential through the Grant Professionals Certification Institute
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JUNE GIVING USA: ANNUAL REPORT ON PHILANTHROPY
Tuesday, June 18, 2019
2:00 pm - 4:00 pm (Registration opens at 1:30 pm)
AZ Heritage Center at Papago Park
1300 N College Avenue | Tempe, AZ 85281
Cost: Members $45 | Non-members $55
2 CFRE Credits
Join us for a review of the Giving USA: Annual Report on Philanthropy and a discussion about how the Fundraising Effectiveness Project supports growth-oriented fundraising programs.
Giving USA: The Annual Report on Philanthropy is the seminal publication reporting on the sources and uses of charitable giving in the United States. For over 60 years, fundraisers, nonprofit leaders, donors and volunteers, scholars, and other individuals who work in or with the charitable sector have counted on Giving USA to provide the most comprehensive charitable giving data available.
The goal of the Fundraising Effectiveness Project (FEP) is to help nonprofit organizations increase giving at a faster pace. FEP pursues this goal by providing nonprofits with tools for tracking and evaluating their annual growth in giving. FEP conducts an annual survey, provides useful growth in giving performance measurement tools and publishes gain(loss) statistics in a yearly report through a partnership between AFP, The Urban Institute and participating donor software firms.
MEET OUR PRESENTERS
Report Presentation by Richard L. Tollefson, Jr., Founder & President, The Phoenix Philanthropy Group
Richard Tollefson established The Phoenix Philanthropy Group with nearly 20 years of fundraising and advancement management experience, and now has more than three decades of successfully helping strengthen nonprofit and other organizations.
Prior to starting The Phoenix Philanthropy Group in late 2004, he served as the Vice President of Institutional Advancement at his alma mater, Thunderbird School of Global Management, the world’s leading provider of international management education.
At Thunderbird, he managed two comprehensive fundraising campaigns and raised $120 million in 26 countries, including a $60 million commitment which became the largest naming gift to a college or school of business in the world. Richard transformed Thunderbird’s alumni association into a global professional association; created a corporate relationship management structure to generate revenue and manage relationships across all parts of the institution; and managed conferences, seminars, and events around the world.
Richard has worked with other acclaimed institutions, such as the Master Chorale of Orange County, The Joffrey Ballet, the University of Arizona, and Arizona State University, serving as a part of the leadership team of a $600 million campaign, and building comprehensive and sophisticated fundraising operations and innovative constituent relationship programs from the ground up.
Richard was the 2015 recipient of Social Venture Partners’ highest honor, the Paul Shoemaker Leadership Award; and is the 2001 Outstanding Fundraiser of the Year by the Greater Arizona Chapter of the Association of Fundraising Professionals.
Richard is involved with a number of civic and nonprofit organizations. His current and previous affiliations include serving on the Boards of Directors of Social Venture Partners International, Social Venture Partners Arizona, the Giving Institute, Council for Advancement and Support of Education (CASE) District VII, and Association of Fundraising Professionals (AFP) Greater Arizona Chapter; the Advisory Council for Arizona Community Foundation’s (ACF) Center for LGBTQ Philanthropy; and is active in CASE, AFP, and ACF.
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Fundraising Effectiveness Project presentation by Erik Daubert, Associate Scholar at the Urban Institute
With over 30 years of nonprofit experience, Erik Daubert is highly regarded as a leader in the independent sector and in nonprofit management. Utilizing innate character traits such as sincerity, credibility, and trustworthiness to facilitate change and positive outcomes, Erik has passionately served nonprofit organizations in various roles ranging from front line staff member, volunteer, chief executive officer, to trusted advisor and more. Erik brings this breadth of experience, innovative style, creative leadership, and business acumen to provide foundational principles and inspirational thinking to individuals, groups and organizations. Erik has engaged and motivated thousands of staff members, executives, boards and volunteers to reach their goals and have lasting impact in their communities.
Highly effective at facilitating and working with organizations and individuals, Erik is vastly skilled at developing and enhancing both teams and individuals to reach their next levels and succeed at sound objectives. Promoting education and turning it into foundational building blocks and action steps for forward progress is a gift Erik shares with his constituents. His work on fundraising campaigns, board development, organizational visions, nonprofit analytics, financial development, collaborations, and strategic plans with diverse groups, enhances their purpose, strategies, and results, while building capacities and capabilities in many arenas.
Erik is one of the most certified fundraising professionals in the world and holds the lifetime credential of Advanced Certified Fund Raising Executive (ACFRE) - one of approximately 110 worldwide. He is Past-Chair of the ACFRE Certification Board, and is Immediate Past Chair of the AFP Research Council, as well as having served on numerous other national and international nonprofit boards, committees and task forces. In addition he is the Chair of the Growth in Giving Initiative and the Fundraising Effectiveness Project, one of the largest philanthropic research projects in the world (www.afpfep.org), while also serving as an Affiliated Scholar with the Center on Nonprofits and Philanthropy at the Urban Institute in Washington, DC.
Consistently ranked as a top speaker, teacher, trainer and keynote presenter at national and international conferences, Erik’s depth of knowledge and enthusiasm for improving the sector is evident. He has taught courses and designed curriculum, texts and resources with many nonprofit clients in addition to Duke University, the Lilly Family School of Philanthropy at Indiana University, LaGrange College, and Saint Mary’s University of Minnesota in certificate, undergraduate and graduate degree programs. Erik is also an AFP Master Trainer.
Erik has written books, manuals and articles on topics such as nonprofit research, philanthropy, annual, capital, endowment, grant getting, major gifts and more. His latest book (co-authored) is entitled Strategies and Tools to Raise Money and was published as an e-book through John Wiley & Sons, Inc. in 2012. His work has been referenced, published and quoted in resources including: USA Today, CBS News, Fast Company, The Washington Post, BoardSource, Advancing Philanthropy, Charitable Giving Coalition, Financial Advisor, Center for Effective Philanthropy, The Nonprofit Times, The Chronicle of Philanthropy, the Foundation Center, The Huffington Post and many others.