2020 Year In Review


Annual Report & Year in Review 2020
Hello AFP-GLAC Members and Friends,
Welcome to the 2020 Chapter Annual Report & Year in Review. Despite the hardships and obstacles encountered this past year, there are many accomplishments due to the diligence of the board of directors, our members and generous sponsors, supporters and donors. This report will not only highlight important activities but will provide a history of the 2020 year.
Let’s celebrate our Greater Los Angeles chapter successes!
With gratitude,
Mauria McPoland, MPA, ABC
President, AFP-GLAC Board of Directors
Thank you to the Board of Directors
President -- Mauria McPoland, MPA, ABC
President Elect – Mike Driebe, MSLM, CFRE
Immediate Past President – Yuri E. Casco, CFRE
Secretary – Lupita Garza, CFRE
Treasurer, Barbara Bushnell, CFRE
VP, Communications – Cynthia Nickell, MBA, CFRE
VP, Education – Yvette Herrera
VP, Membership - Melanie Elliott, MFA
VP, Philanthropy - Jennifer Berger, MPA
VP, IDEA – Lisa J. Baxter
Chair, PIP – Jennifer Ellspermann
Chair, Membership – Kristina Lamas, CFRE
Chair, Government Relations – Terry Monteleone, CFRE, CSPG
Chair, Scholarships – Jeanne Warlick
Chair, Emerging Leaders – Patricia Ostiller, JD, CFRE
Chair, Social Media – Felicity Palmer, PhD
Chair, Roundtables – Andrea Salazar
Chair, Advanced Forums – Julie Scheibmeir
Member At Large – Liz Birlet, MA
The Membership Team worked round the clock to provide our members with value-added, relevant activities and opportunities. Below are some examples of projects to recruit new members, retain and satisfy our members.
  • Free virtual events at the beginning of COVID
  • ‘Welcome’ emails and ‘Thank you for renewing’ emails
  • Free membership overview webinar from Taryn Gold, AFP Global --distributed to all our new and renewed members
  • Created “Afternoons with AFP-GLAC,” a bi-weekly happy hour free for members to network
  • Created the “Up and At ‘Em Job Club” for people who’ve been displaced by COVID-19 or investigating fundraising as a career
  • Periodic check-in phone calls to members at one-month membership
  • Highlighted new and renewed members in monthly newsletters
  • Communications to event attendees (past members and nonmembers) describing the value of AFP, the installment plan as well as the NPD discount
  • Emails to lapsed and about to lapse members -- “We want you back” providing them with information on the installment plan
  • Organizational Membership- periodic communication to the nonprofit point person
Membership Leadership Team: VP, Melanie Elliott; Engagement Chair, Kristina Lamas
The chapter kicked off the year with traditional Roundtables (local networking gatherings), a Speed Mentoring event and in-person luncheon featuring a keynote speaker. With the onset of COVID 19, we creatively pivoted to meeting virtually via Zoom, initially offering webinars free of charge. By May we relaunched our educational series with adjusted online registration fees. Despite the shift, we delivered a robust menu of educational opportunities to our members and supporters including three in-person sessions plus 16 virtual events totaling 18 CFRE continuing education credits.
Education Leadership Team: VP, Yvette Herrera; Patricia Ostiller, Andrea Salazar, Julia Scheibmeir
Education Speakers
With appreciation to our 2020 education event speakers:
Susan Addleman
Austin Alderdice
Pamela Barden
Lisa J. Baxter
Krista Berry Ortega
Michele Bignardi
Cassie Carter
Yuri E. Casco
Vicki Clark
Catherine M. Connolly
Hannah d’Entremont
Mike Driebe
Nichola Dyer
David Factor
Vince J. Fraumeni
Wendy Garen
Taryn Gold
Anna Goren
Janice Gow Pettey
Yvette Herrera
Chris Looney
Connie Maguire
Mauria McPoland
Dan Nevez
Patricia Ostiller
Stacy Palmer
Dan Rothblatt
Andrea Salazar
Julia Scheibmeir
William Strickland
Ivonne Simms
Don Souhrada
Randi Sunshine
Jill Whiting
Steve Willmont
Gary Woods
IDEA (Inclusion, Diversity, Equity, Access)
The path forward for IDEA 2020 was Rebirth + Reframe + Refocus.
Although the chapter has been a Friend of Diversity for over a decade, the IDEA Champion designation has been applied since 2018. This year, the IDEA Council (composed of the board executive committee) was created and the chair of IDEA role was elevated to VP, IDEA, to serve on the executive committee.
Some notable activity:
  • Established IDEA Council (not to be confused with IDEA Committee) composed of the board executive committee in an advisory capacity
  • Created monthly standalone news pieces via eblasts
  • Provided curated content for members
  • Recruited new members to chapter/IDEA Committee
Goals achieved:
  • Contributed to outreach activities of chapter to promote diverse recruitment practices, membership, and representation
  • Increased collaboration with external partners (Google, Candid and AFP Global)
  • Developed and hosted webinars/workshops to promote awareness. Four key IDEA presentations included: Unconscious Bias in Fundraising – Vicki Clark; Creating Safe Spaces for Crucial Conversations About Race - Candid; A Future Divided: Philanthropy, Togetherness and Justice – Dr. Kamau Bobb; Did I Say The Right Thing?- Birgit Smith Burton
  • Continue to be recognized with IDEA Champion designation by completing required action plans
  • Increased chapter resources to further strengthen diversity efforts: onboarding five new committee members; recruited six new chapter members via Global scholarships; created new roles to further IDEA path forward
IDEA Leadership Team: VP, Lisa J. Baxter; Chair, Danielle Lara
Although we celebrate Ethics Awareness Month in October, fundraisers embrace ethical practices as the foundation of what they do every day. This year, we hosted a virtual panel of ethics experts, coupled with an ethics dilemma contest. Thank you to speakers Mike Driebe (Ethics Chair), Nichola Dyer, Janice Gow Pettey and Stacy Palmer, moderated by Gary Woods.
For both BE the CAUSE and Chapter Fund campaigns, AFP GLAC board of directors contributed at 100%.
Donations to BE the CAUSE will top $6,600 in 2020, a percentage of which comes back to the chapter.
Chapter Fund donors will be recognized in early 2021.
The AFP Foundation for Philanthropy would like to recognize individuals from the AFP-GLAC chapter for contributing to the BE the CAUSE Campaign which helps to fund local, national, and international programs including scholarships, leadership development, education and much more: programs like AFP LEAD, Chamberlain and Diversity Scholarships, ICON Summer Sessions, Research and Ethics Awareness Month. A portion of every donation goes back to their local chapter to support local programs.
Thank you to those members who gifted at the levels below and to everyone who contributed!
President’s Club and Leadership Society: Michael Driebe, MSLM, CFRE & Terry Monteleone, CFRE, CSPG
President’s Club: Barbara Bushnell, CFRE
Ambassadors Club
   Emerald Level:  Yulanda Davis Quarrie, CFRE, MS  
   Ruby Level: Lynn Baran McCarthy & Mauria McPoland, MPA, ABC & Cynthia Nickell, CFRE, MBA 
   Sapphire Level: Yuri E. Casco, CFRE & Mary Anne Chern, ACFRE, FAHP
Friends of the Foundation
Cassie Carter, PhD; Candie Davidson-Goldbronn; Dan Griffin, CFRE; Kristina Lamas, CFRE; Tiffany Leung, MPA; Felicity Palmer, PhD; Julia Scheibmeir
In addition, our chapter gifted $10,000 over the past two years to the AFP Foundation to fund the Chamberlain Scholarships overall. This enables us and other chapters to provide registration to ICON (International Conference) for one of our members.
VP, Philanthropy: Jennifer Berger
The pandemic caused a decline in membership, loss of employment and decreased funding for education in the nonprofit community. Scholarships enabled us to support the professional development of our members. AFP-GLAC provided over $2,600 for scholarships in 2020. Chapter Scholarships were made possible by the generous donations of our members to the Chapter Fund. Membership scholarships were made in collaboration with AFP Global.
●       Virtual Event Scholarships – 12
●       National Philanthropy Day - 4
●       Membership Scholarships - 11
●       2020 Chamberlain Scholarship Award - 1
●       2020 Chamberlain Scholarship Runner Up Award – 1
Chair, Scholarships: Jeanne Warlick
National Philanthropy Day Awards and Conference
This year, NPD’s 35th Anniversary was celebrated on November 13 with both a Conference and Awards Program. More than 200 attended this year’s virtual event. Our chapter was one of few that hosted both a Conference and Awards Program.
Doug Freeman, founder of National Philanthropy Day with President Ronald Reagan over three decades ago, was a guest presenter. Claudia Looney, CFRE, FAHP, was our master of ceremonies. (The entire program can be viewed on the chapter website.) Awardees included:
  • Outstanding Corporate Foundation: Panda Care Foundation
  • Outstanding Nonprofit Organization: Monte Vista Homes
  • COVID Hero: Javier Angulo – Walmart
  • Outstanding Professional Fundraiser: Randy Shulman – Huntington Library, Art Museum & Botanical Gardens
  • Spirit of Philanthropy: Faye Washington – YWCA Greater Los Angeles
  • Outstanding Philanthropist: Cam and Peter Starrett
  • Shining Star: Dan Rothblatt – Jewish Community Foundation Los Angeles
The Conference was kicked off with keynote Dr. Kamau Bobb- Global Lead, Diversity Strategy and Research at Google. The following speakers were also welcomed along with 4 CFRE CEs for attending.
  • Lisa J. Baxter
  • Dana Bean
  • Regina Birdsell
  • Cassie Carter
  • Yuri E. Casco
  • Kara Coleman
  • Jocelyn Cortese
  • Theresa Don Lucas
  • Allison Fuller
  • Lupita Garza
  • Connie Maguire
  • Molly Moen
  • Alison Raitt
  • Genevieve Riutort
  • Kate Rosloff
  • Julie Siebel
  • Eddie Thompson
NPD Leadership Team: Yuri Casco, Genevieve Riutort, Cassie Carter
Sponsors & Partners
Thank you sponsors and partners:
Adventist Health White Memorial Charitable Foundation
AFP Global
American Institute of Philanthropic Studies 
BDI (Event Production) 
California Community Foundation
Campbell & Company
Cancer Support Community 
CCS Fundraising
Crescendo Interactive
Executive Service Corps
GiveSmart/Community Brands
Huntington Hospital
Jewish Community Foundation of Los Angeles  
JMP Grants Consulting
Lipton Strategies
Little Green Light 
Manufacturers Bank
Maple Street Management, Inc.
Methodist Hospital Foundation
Monte Vista Grove Homes
MUFG Union Bank
Netzel Grigsby Associates
PBWS Architects
Southern California Gas Company
The Ralph M. Parsons Foundation
Chair, Partners in Philanthropy: Jennifer Ellspermann
The Global Connection
AFP Global supported the chapter in ways too many to count. Here are a few examples of their support:
  • Global provided partial funding for 11 free memberships for our chapter
  • What’s In It For Me webinar– a review of AFP member benefits by Taryn Gold, Global Asst. VP (April 22)
  • Branding & Building Your Online Community webinar– Austin Alderdice/Hannah d’Entremont (September 2)
  • Strategic Conversations – AFP-GLAC IDEA Team (Lisa J. Baxter, Danielle Lara) was invited to participate on a panel describing IDEA successes (December 8)
  • Selecting Barbara Bushnell, CFRE and Terry Monteleone, CFRE, CSPG to serve on the AFP Foundation for Philanthropy
  • Selecting two chapter board members to serve on Global Committees: Melanie Elliott, MFA – Ethics Committee; Mauria McPoland, MPA, ABC – Women’s Impact Initiative (WII)
AFP Global Designations
Our chapter has a long history of being a Ten Star Chapter. AFP Global awards this designation to honor those chapters who have accomplished many of the key objectives outlined in the Global Strategic Plan. In addition, we have continually earned the IDEA Champion designation, whereby certain Inclusion, Diversity, Equity and Access criteria must be met.
Chapter Administration
A special thank you to Maple Street Management, Inc., our administrative team who has been our partner for 13 wonderful years!