Giving USA: Annual Report & Strategic Discussion
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For over 60 years, fundraisers, nonprofit leaders, donors, 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. How we use the data, especially amid uncertain times, can help us focus our efforts making us more effective.
- Richard Tollefson, President The Phoenix Philanthropy Group, will first guide participants through the report
- Keynote speaker Gabe Cooper will then share how non-profits can get the attention of today's distracted donor.
- After the presentation, attendees will split into small, virtual breakouts to discuss the challenges and solutions facing your organizations today. This is your chance to have those ever so valuable brainstorm sessions with your peers!
- Not to end on a serious note, the event will conclude with a virtual happy hour led by the mix masters at Cien Agaves, Tacos & Tequila's and very competitive bingo competition where winner takes all.
Keynote by Gabe Cooper:
The fundraising systems you were taught were designed for a world that no longer exists, resulting in a growing disconnect between donor expectations and fundraising practices. See how modern fundraisers are closing the gap by adopting responsive fundraising systems that scale personalized donor experiences, create sustainable funding, and build resilience.
Gabe Cooper is the founder and CEO of Virtuous Software, the responsive CRM and fundraising platform that helps nonprofits easily create personalized donor experiences at scale that build better donor relationships. Previously, he was in leadership at a large nonprofit and co-founded an innovation consultancy. His drive stems from a passion to create market-defining software and help charities reimagine generosity. He frequently writes and speaks about empowering nonprofits to grow generosity through technology.
Report presentation by Richard Tollefson
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.
Thank you to our happy hour sponsor, Cien Agave, Taco's & Tequila!