Giving USA: Annual Report on Philanthropy

When:  Jun 18, 2019 from 2:00 PM to 4:00 PM (MT)
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.

Thank you to our sponsors!



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.


Fundraising Effectiveness Project presentation by Erik Daubert, Associate Scholar at the Urban Institute

Erik_Daubert_Headshot.jpgWith 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 (, 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. 


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