2015 Arizona AFP Statewide Conference Prescott Resort ~July 23-24~
Welcome! Dear Colleagues, Welcome to the 2015 Arizona State AFP Conference. The Merriam-Webster dictionary defines philanthropy as: 1. Goodwill to fellow members of the human race, 2. An act done or gift made for humanitarian purposes. In the late 1980’s, when I started in fundraising, large national companies still had corporate giving programs. Development professionals were not talking about venture philanthropy, impact investing or social finance. My goodness, how times have changed! You have chosen to stay current in the fundraising world by attending our state conference in Prescott this year. I trust your conference experience attending presentations and engaging your development peers will leave you inspired and energized. The good work our respective organizations do in our communities will surely be enhanced by your dedicated leadership. Thank you for attending! Eric Walden President, AFP – Northern Arizona Chapter
When AFP (then known as the National Society of Fundraising Executives) Arizona chapters first started doing the statewide conference over 25 years ago, there weren't many training opportunities in this region. This conference was born of the need to provide professional development to the growing nonprofit sector. Now, there are email offers for free webinars every day; workshops offered by all three AFP chapters; full blown academic programs at ASU; in-depth training offered by the Alliance for Arizona Nonprofits, the Arizona Community Foundation and its affiliates, corporate partners like APS, and more. So what is the value of convening in person? For me, professional development is far more than just putting your tush in a seat and listening to someone speak. To truly learn and grow, you need to hear new ideas, debate the merits of strategies, share your personal experience, build connections with your colleagues from places other than your town, and participate in a collegial environment with people who are passionate about philanthropy. In other words, you need to be here. So, on behalf of your conference committee, we thank you for making the investment to be at the 2015 AFP Arizona Statewide Conference. We look forward to sharing our passions in philanthropy, and finding out about yours. Alice L. Ferris, MBA, CFRE, ACFRE Chair, 2015 AFP Arizona Statewide Conference Vice President, Professional Development, AFP Northern Arizona
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Thursday Keynote Speaker Peter Drury Director of Strategy for Splash
Peter Drury is a seasoned nonprofit executive, strategist and fundraiser. He is Director of Strategy for Splash (splash.org), a quickly scaling social enterprise focused on “clean water for kids” in Asia and Africa. He is also a popular instructor at the University of Washington and Seattle University, where he teaches leadership and strategy courses for the philanthropic sector. Peter holds MBA, MSW, and M.Div. degrees from Seattle University, the University of Illinois, and Yale University. Peter is creator of the “Beyond Cash” Fundraising Management Dashboard, a field-leading tool featured in Advancing Philanthropy, and is particularly highly valued for tools and language bridging the Accounting-Fundraising departmental divide. Starting in September, Peter will become President of Independent Means Inc., a firm that helps families how to talk about money and how to raise financially-fit kids. Thanks to our tote bag sponsor!
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Friday Keynote Speaker John Conley Owner of Salsa Brava and Fat Olives in Flagstaff
John Conley, owner of Salsa Brava and Fat Olives in Flagstaff, competed on Guy's Grocery Games on the Food Network, winning $16,000. Instead of using the money to take a vacation or pay off debts, he chose to donate the prize money to Special Olympics, and then conduct an ambitious matching campaign in Northern Arizona. What started as a spontaneous goal has now turned into over $50,000 raised, and counting! John will talk about his experience competing and his perspectives on fundraising.
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Thursday Lunch Session Speakers Laura Alexander, MA, CFRE, Alexander|Carrillo Consulting The BOFA™ Method: Transform Your Communication Style and Engage More Donors Than Ever Through this Revolutionary New System! Do you want to communicate more clearly with your donors and funders? Motivate your constituents to make greater and greater investments in your mission? Inspire your organization, your community, the world? We've discovered the secret and we're going to share it with you in this short but dynamic presentation on the revolutionary, new, but proven BOFA™ method. Don’t miss it! ----------------------------------------------------------------------Michael E. Blimes, Vice President for Philanthropy, Marketing and Communications, Jewish Family and Children’s Services of Southern Arizona A Career of 44 Years at a Marathon Pace of 4:40! Michael Blimes has had the good fortune to be an active member of our fundraising profession for 44 years. That feels like a pretty healthy run, so he will cover his career at a marathon pace of four minutes and 40 seconds. ----------------------------------------------------------------------Alice Ferris, MBA, CFRE, ACFRE, Goalbusters Parenting a Nonprofit In many ways, working for nonprofits is like parenting a child. In this talk, Alice will reflect on the evolution of a charitable organization and the personal and emotional changes that come with it. ----------------------------------------------------------------------Jim Anderson, CFRE, Goalbusters Tales from the Dark Side: The Importance of Authenticity Why do people abandon high paying jobs and established careers to go into the charitable sector? Jim will speak about his own transition from the "dark side" ten years ago and the lessons that come with it.
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Breakout Speakers Cory Aaland Cory Aaland is the primary GIFT Center Proposal Writer for the University of Arizona Foundation. Cory has a depth of experience writing persuasive solicitation documents for development officers, faculty and staff that are used to raise funds for a variety of philanthropic projects. He is a thoughtful, creative and engaging nonprofit professional who is able to communicate effectively with donors and prospects and is a highly respected member of the UA Foundation development team. Cory has a MFA in Creative Writing from the University of Arizona.
Jim Anderson, CFRE James Anderson, CFRE is a partner in GoalBusters, which specializes in outsourced development for small nonprofits; integrated fundraising, marketing and strategic planning; and customized education and training programs with clients in many sectors, including public and community broadcasting, education, arts and culture, social service, healthcare, and Native American causes. Jim has more than 25 years of sales and sales training experience and migrated into the nonprofit arena in 2005. Jim specializes in corporate sponsorships, donor motivations and the psychology of giving, marketing and social media campaigns, communications, media production and event hosting. In 2010, Jim was selected as the Association of Fundraising Professionals Northern Arizona Fundraising Professional of the Year and served as the 2013-2014 President of the AFP Northern Arizona chapter. He received his Certified Fundraising Executive (CFRE) credential in 2013.
Brian Bateman Brian holds a Master of Arts in Communication from the University of Arizona. He is a long-time member of the Association of Fundraising Professionals, Southern Arizona Chapter, and was recognized as their Outstanding Fundraising Professional of 2004. At the UA Sarver Heart Center, an endowment was established in Brian’s honor to fund the annual Brian Bateman Superb Service Award, granted to staff and volunteers who go above and beyond in their work with patients, visitors and friends of the Center, helping to create a culture of philanthropy. He is a contributor to Keep Your Donors: The Guide to Better Communications & Stronger Relationships by Tom Ahern and Simone Joyeaux.
Katie Campana In 2013, Katie Campana began her career with Wells Fargo serving as the Community Affairs Officer for Arizona within the Wells Fargo Government and Community Relations Group. In her role, Katie provides strategic thought leadership, professional support, and execution of community investments to help manage Wells Fargo’s brand image and reputation. Katie serves as lead contact for non-profit organizations, placement for board leadership, and manages the philanthropy investment for Arizona. Within Wells Fargo, Katie guides the Community Support Campaign/ United Way Campaign, Annual Food Drive, Diversity Council, the Volunteer Chapter, Foundation Board, and Community Advisory Board. 5
Breakout Speakers Lisa Chmiola, CFRE Lisa M. Chmiola, CFRE is the Director of Major Gifts and Planned Giving at St. Agnes Academy, a Catholic college preparatory girls’ school in Houston. She is responsible for transformational fundraising, particularly related to capital campaigns and the 1906 Society for legacy donors. Previously she served as Director of Advancement for the University of Houston College of Technology, where she oversaw fundraising, alumni relations, marketing and communications efforts. She was part of a task force in 2009 to develop the college’s social media sites, strategy and policies. While at UH, Lisa joined AFP. She is a certified AFP Master Trainer and an official member of the AFPeeps, a flock of volunteers dedicated to spreading the word about AFP and the International Conference on a variety of social media outlets.
Michelle Conklin, CFRE Michelle Conklin is the executive director of the Tucson Botanical Gardens. A CFRE and member of AFP, Michelle sits on the national conference committee of the American Public Gardens Association. Conklin has worked in the nonprofit arena as a Development Director/Marketing Director and Executive Director for over 20 years. Prior to working in the nonprofit arena, she worked as the Business Manager and CFO for a civil engineering and architectural firm in Detroit, a law firm administrator, a sales consultant for financial management software company, a sales exec for a CBS affiliate and a graphic designer.
John Dawe, CFRE John W. Dawe, CFRE has been working with charitable organizations and nonprofit organizations since 2003. With extensive experience in information management via technology integration and project management, the majority of his career has been in web-based development, fundraising, communications, marketing and strategic planning. He has provided ongoing strategic project leadership, marketing strategy and development counsel to nonprofit organizations, trade associations and forprofit entities professional service to numerous organizations and companies and currently maintains a highly selective portfolio of clients under his Dawe Consulting, LLC flag while serving as acting Vice President and Chief Information Officer at the Greater Wilkes-Barre Chamber of Business and Industry/Chamber of Commerce, a position he has held since September 2014.
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Breakout Speakers Margie Puerta Edson, CFRE Margie Puerta Edson, CFRE, is the Director of Development for Evelyn F. McKnight Brain Institute at the University of Arizona and is also associate faculty at the ASU Lodestar Center for Philanthropy and Nonprofit Management Institute. Margie is currently engaged in a $10 million dollar endowment campaign for the McKnight Brain Institute. Previously she held the position of Executive Director for the Catholic Foundation for the Diocese of Tucson where she provided strategic leadership and accountability for all fundraising activities which included raising $5.4 million annually for diocesan ministries and managing over $20 million in endowed assets. Margie has over 20 years of experience in fund development, public relations, and communications. She is active in the nonprofit community serving on the board of directors for several organizations including Kore Press, the Kino Border Initiative and the Southern Arizona Chapter of the Association of Fundraising Professionals. A Certified Fund Raising Executive (CFRE) since 2003, Margie received the Outstanding Fundraising Professional Award from the AFP Southern Arizona Chapter in 2007.
Kristi Edwards, CSPG Kristi retired from the Arizona Community Foundation and its affiliate community foundations in July 2010. She served for over 12 years as the Yavapai County Community Foundation director, 9 years as the Sedona Community Foundation manager, and 3 years as the Arizona Community Foundation affiliate advancement officer in the capacity of planned and major giving. Prior to the community foundation, she worked for over eight years in external affairs at Prescott College. Kristi has served on eight boards and worked for more boards than she has fingers and toes.
Alice Ferris, MBA, CFRE, ACFRE Alice L. Ferris is the founding partner of GoalBusters, providing hands-on support for small to midsize charitable organizations in fundraising, strategic planning, and training. She has nearly 25 years of professional fundraising experience, but really started her fundraising career as a volunteer at Wisconsin Public Television blowing bubbles onto the set during pledge breaks for the Lawrence Welk Show, which launched a 25 year plus affiliation with public broadcasting. Alice was the 90th professional to receive the Advanced Certified Fundraising Executive (ACFRE) credential and is a two time honoree as AFP-Northern Arizona Fundraising Professional of the Year. She currently serves on the AFP Foundation for Philanthropy-Canada Board, the CFRE International board, and is the chair of the ACFRE Credentialing Board, among other volunteer commitments. Alice is recognized for her on air presence on PBS fundraisers, including Downton Abbey, The Civil War and Suze Orman's Financial Solutions for You. Alice earned her Bachelor of Arts with a double major in Radio-TV-Film and Economics and her Masters of Business Administration with a double major in Accounting and Management from the University of Wisconsin-Madison. She has been an AFP Master Teacher since 2006. 7
Breakout Speakers Josh Hirsch Josh serves as the Development Director for the Education Foundation of Palm Beach County. He has worked in educational philanthropy since 2008 for both public charter and independent private schools. He has experience in grant research and writing, individual giving, special event planning, stewardship and cultivation of donors along with an extensive background in social media, digital communications, and marketing. He is currently the Communications Chair of the AFP Palm Beach County chapter. Josh is also a member of the AFPeeps; the social media vanguard for the AFP International Conference on Fundraising and other AFP International initiatives. Josh previously served as the Marketing Chair for the AFP Florida Caucus’ 2014 Planet Philanthropy conference and was the Director of Social Media for TEDxBocaRaton 2015. He has spoken nationally on social media, and has had numerous articles published in professional journals. Josh has a Certificate in Strategic Fundraising and Philanthropy from Bay Path College. He received a Master of Science degree in Family, Youth and Community Sciences from the University of Florida and received a Bachelor of Science degree in Advertising from the University of Florida. He is a graduate of NonProfits First's Sustainability and Social Enterprise Institute.
Diana Hoyt Diana Hoyt has over thirty years of professional and volunteer fundraising experience. She created five nonprofit development offices in the Greater Phoenix area and has been involved in almost every facet of the development process. Diana is President of Heritage Designs. She designs and markets nationally and in Canada MatchMaker FundRaising Software, a fundraising donor management software application. Diana also provides fundraising consulting services and training to nonprofits. Diana has served on the Association of Fundraising Professionals Greater Arizona Chapter board and is a past president. She has been both a mentor for and on the faculty of the Chapter’s Professional Mentoring Program. Diana is currently on the faculty of the ASU Nonprofit Management Institute She holds a Bachelors degree from Kansas University and a Masters from Arizona State University. Diana believes in the importance of nonprofit fundraising and the power of nonprofits to strengthen communities and lives.
Paul Kirchgraber Paul has over 25 years of fundraising and nonprofit management experience. He is currently is the Director of Development at the Yavapai College Foundation in Prescott, AZ and has been a senior development professional with the Grand Canyon Chapter of the American Red Cross, Make-A-Wish Foundation of America, Special Olympics, the ASU Foundation and USC. Paul is also an adjunct professor teaching grant writing and public relations for nonprofit organizations.
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Breakout Speakers Laura McBride Laura McBride is APS’ Senior Corporate Giving Specialist. In this capacity, Laura is responsible for overseeing partnerships with nonprofit agencies throughout Maricopa County and managing APS’ grants process. She joined APS in the fall of 2012 after a 32year career at The Arizona Republic, which included reporting, editing and serving in community relations. At the Republic, Laura managed the Season for Sharing giving campaign and supported the Child Abuse Prevention License Plate program. She had the opportunity to work in many different areas during her journalism career, primarily in the West Valley. Laura served as board chair of the New Life Center, a domestic violence shelter in Goodyear, and has served on boards and committees for Leadership West, the Southwest Valley Chamber of Commerce, the Arizona Grantmakers Forum and the Arizona Educational Foundation. She has been a member of the Arizona Grantmakers Forum program committee for two years. Laura holds a BA from Arizona State University and has completed many journalism and philanthropic industry-related education programs. A native Phoenician, Laura is the mother of two adult children and makes her home in northwest Phoenix. Colette Murray, JD, CFRE Colette M. Murray, JD, CFRE, is the CEO of Paschal•Murray, an executive search firm with various locations in the U.S. Ms. Murray has over thirty years experience in senior leveladvancement at major education and health institutions throughout the country and has also consulted for numerous other organizations. From 1995 to 1998 Ms. Murray was the CEO of the Sharp HealthCare Foundation in San Diego and for five years before that was Corporate Vice President for Philanthropy and Community Development at Henry Ford Health System in Detroit. She has been active in AFP, CASE and AHP, is a past chair of AFP, a past board member of AHP and is Past Chair of CASE. She has been honored the Outstanding Fundraising Professional in three AFP Chapters: Greater Detroit, San Diego and the Desert Communities and currently serves on the board of the AFP Triangle Chapter in North Carolina. She has also served as the chair of the AFP Ethics Committee and continues as an ex officio member.
Amanda Pearce, CFRE Consultant, grant writer, research and educator, Amanda began working with non-profits in high school as a volunteer and continued her work in the non-profit world as an employee during college. As part of a positionin college she learned to write her first grant. This single event turned into what has become a career in grantwriting and development for non-profits across the country. Amanda has written grants, taught a variety of development centered workshops/ seminars and trainings, conducted research for and helped build the capacity of non-profits for over 15 years. Her experience has secured funds and built development departments for agencies across the non-profit world and continues to help support programming, general operating funds, capacity building efforts and capital campaigns while creating plans that retain donors, build programs and sustain organizations for years to come. Amanda focuses on helping non-profits grow for good through development strategies, campaigns, fundraising efforts and donor relations.
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Breakout Speakers Dave Tinker, CFRE Dave Tinker, CFRE is Vice President of Advancement at ACHIEVA and is an adjunct professor of informatics at Muskingum University’s Master of Information Strategy, Systems and Technology program. He has worked in fundraising since 1990. Dave has raised millions of dollars in donations for human service, health and educational nonprofits in Indiana, Ohio and Pennsylvania. He is a Past President of the AFP Western Pennsylvania chapter and served in various leadership roles for the chapter. Dave is currently the chapter’s Vice President of Education. He received the Outstanding Fund Raising Executive Award from the AFP Western Pennsylvania chapter in 2013. Dave is a certified AFP Master Trainer and a Certified Fund Raising Executive. He has served on several committees for AFP International, including the Leadership Academy Task Force, the AFPeeps, the Diversity Art Showcase Committee, and the Social Media Committee which developed AFP’s social media guidelines. In addition to AFP, Dave is the current president of YNPNPgh and has served in leadership positions on additional nonprofit boards including Pittsburgh Planned Giving Council, APRA Western PA, Kiwanis Club of East Liberty and Brewhouse Artists. Dave has spoken internationally on technology and fund raising, has had numerous articles published in professional journals and has written curriculum for The Fund Raising School® at Indiana University’s Lilly School of Philanthropy. Dave received a Master of Public Affairs with a concentration in Nonprofit Management from the Center on Philanthropy at Indiana University. He received a Bachelor of Arts in Chemistry and English Muskingum College and a Master of Information Strategy, Systems and Technology from Muskingum University. He is also a graduate of Leadership Works -Indianapolis, Class III.
Dana Todsen, FAHP, ACFRE Dana R. Todsen, ACFRE, FAHP is one of five fundraising professionals world-wide to achieve advanced professional certification (ACFRE and FAHP) from both the Association of Fundraising Professionals (AFP) and the Association for Healthcare Philanthropy (AHP). He founded Todsen & Associates as a premier philanthropic advisory firm to assist board members, senior management, and chief development officers refine organizational vision, strengthen leadership, and evaluate operational effectiveness. Mr. Todsen has served as a regional vice president with multi-foundation responsibilities for one of the largest healthcare systems in the country. He also served as the chief development officer for foundations supporting various specialties from children’s health to cancer research. During his career he has collectively raised over $150,000,000. He is a former member of the international board of directors of the Association of Fundraising Professionals and has made professional education presentations at numerous AFP and AHP conferences. Todsen served as the Associate Dean and major gift track Faculty Member at the AHP Madison Institute from 2003 to 2010. Todsen served as an executive coach to donor-investors and trustees for the Brighton, Colorado-based Kaiser Institute Program in Philanthropy.
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Full Conference Schedule Thursday, July 23, 2015 7:30 - 8:30 AM ~ Pre-conference Registration, Continental Breakfast and Exhibitors 8:30 - 9:30 AM ~ Opening Plenary (Sedona/Verde Rooms) Truth, Transparency and Overhead - Peter Drury 9:30 - 10:00 AM ~ Break and Exhibitors #1 10:00 - 11:30 AM ~ Breakout Session #1 (3 Tracks): Reinventing the Ask - Dave Tinker, CFRE, and Josh Hirsch - Fundraising in the digital age has changed how we communicate with our stakeholders and is critical to your communications strategy. Building on their article from NTEN's Change magazine, Hirsch and Tinker will share how electronic communications tools such as social media can enhance your relationship with your stakeholders. (Arizona Room) From Crisis Fundraising to Year Round Fundraising Executive - Amanda Pearce, CFRE - Ever feel like you are always managing a crisis when it comes to funding your non-profit instead of focusing on growing and expanding your reach? Join us to learn how to go from crisis fundraising to year-round fundraising executive. It's a process that involves planning and an intentional change in mind-set.. Are you ready to work more efficiently and effectively? Are you ready to let go of some of the stress and drama that comes with not having a plan? If so, this is the workshop for you! (Prescott Room) Extended Session - Truth, Transparency and Overhead - Peter Drury (Chino Room) 11:30 - 12:00 AM ~ Break and Exhibitors #2 12:00 - 1:15 PM ~ Lunch and Presentation (Sedona/Verde Rooms) The BOFA™ Method: Transform Your Communication Style and Engage More Donors Than Ever Through this Revolutionary New System! Laura Alexander, CFRE A Career of 44 Years at a Marathon Pace of 4:40! - Michael Blimes Parenting a Nonprofit - Alice Ferris, CFRE, ACFRE Tales from the Dark Side - Jim Anderson, CFRE 1:00 - 1:15 ~ Travel Break 1:30 - 3:00 PM ~ Breakout Session #2 (3 Tracks): What is Donor Centered Development - Brian Bateman - This dynamic session will review the basic keys of donor-centered development and explore ways to implement ideas that focus on your most prosperous source of support--individuals. If you were to focus on donors how might your appeals, newsletter, gala, hallways, thank you letters and individual visits look? Come find out the secrets! (Prescott Room) The Terrible, Horrible, No Good, Very Bad Day: Ethical Dilemmas From the Trenches - Colette Murray, CFRE; Dave Tinker, CFRE; Dana Todsen, FAHP, ACFRE; and Alice Ferris, CFRE, ACFRE - If you've been in fundraising for even a little bit, you've probably encountered an ethical dilemma. Maybe it didn't seem like one at the time, yet over time, you realize, "Wow, that was a close one!" In this session, fundraising veterans will discuss real-life experiences, with names changed to protect the guilty, and the thought process they went through to work it out. (Chino Room) The Seven Faces of Philanthropy: Engaging Different Giving Motivations - Margie Puerta Edson, CFRE, and Cory Aaland - What drives donors to give? Research suggests each donor has distinct motivations to give. Each donor wants to invest charitable dollars and be involved in different ways. They also have vastly different expectations about how projects should impact individuals, the community, and the world. In this session, based on the classic in the field, The Seven Faces of Philanthropy, we will explore the seven major donor “faces” and their motives for giving. Take away tips and tools for applying this framework to your donor interactions and communications. Relate the framework to specific philanthropic challenges. This session will give fundraisers more tools to enhance and support their work with donors and nonprofit board members. (Arizona Room) 3:00 - 3:30 PM ~ Break and Exhibitors #3
Thanks to our Breakout sponsor!
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Full Conference Schedule
3:30 - 5:00 PM ~ Breakout Session #3 (3 Tracks): Successful Grant Writing - Amanda Pearce, CFRE - Elements of a Winning Proposal - If you are new to grant writing, or find yourself with experience writing grants without receiving funding, this may be the workshop for you. This workshop is designed for beginners, as well as practiced grant writers who need to understand the elements of a proposal and how to successfully integrate each into a successful proposal. This workshop will cover basic grant writing objectives, the seven elements of almost every proposal, formatting, how to customize proposals to the granting organization, developing relationships with funders and grant management. You will hear real stories from the non-profit world, do’s and don’ts of grantwriting, you will have access to successfully funded proposals and you will leave with the skill set to begin writing quality grant applications. (Prescott Room) Getting Personal with your Database - Diana Hoyt - This workshop provides concrete ideas to obtain the best “return on your investment” by maximizing the use of your database to raise money. Building relationships is essential to any successful fundraising program.Workshop participants will discuss the key elements to make a database a powerful tool for relational ship fundraising rather than transactional fundraising. (Chino Room) Can You Hear Me Now? - Understanding What the Donor is Communicating When They Aren't Saying Anything - Jim Anderson, CFRE - Peter Drucker observed “The most important thing in communication is to hear what isn't being said.” As we start and deepen connections with donors, nonverbal communication is just as critical as the words we say. In this session, we'll explore the power of nonverbal communication, identify key elements in what your donor may be communicating to you, as well as what you may be inadvertently telling your donor, and provide tools for effective expression. (Arizona Room)
Reception sponsor
5:00 - 6:00 PM ~ Reception with Exhibitors (Granite Mountain Room) 6:00 PM ~ Dinner on your own ---------------------------------------------------Friday, July 24, 2015 7:30 - 8:30 AM ~ Pre-conference Registration, Continental Breakfast and Exhibitors
8:30 - 9:30 AM ~ Breakouts #4 or Extended Workshop 20 Essential Nonprofit Capacity Building Steps (Workshop, Part 1) - John Dawe, CFRE - Many nonprofit organizations are at a tipping point. Established by well-meaning and altruistic founders, these organizations have reached their current capacity. While many organizations have great potential, their current organizational models lack certain nonprofit governance, management, and structural best practices. For many organizations this is the difference between existing and flourishing. The program provides 20 essential steps for building nonprofit capacity! (Arizona Room) 24 Hour Turnaround Campaigns - Margie Puerta Edson, CFRE, and Michelle Conklin, CFRE - The clock is ticking! You only have a brief moment in time, from 24 hours to two months, to raise funds for an urgent need. Experience three case studies where various nonprofits (a public garden, a community arts center, and a faith based organization) raised funds for projects that at first glace seemed impossible. Learn how to turn any fund raising problem into an opportunity for success and find out the tips, strategies and methods to take on your next big challenge. (Prescott Room) Pet Peeves of Corporate Funders - Laura McBride, APS; Angie Harmon, Freeport McMoRan; Katie Campana, Wells Fargo; and Alice Ferris, Moderator - Businesses and corporations really do want to help the nonprofit community, but sometimes nonprofits don't make it easy! In this frank discussion, we'll address the things nonprofits do to hurt their chances at getting corporate support, and how to cultivate a relationship with a corporate funder to better your chances for success. (Chino Room) 9:30 - 10:00 AM ~ Break and Exhibitors #4 (Last Time) 10:00 - 11:30 AM ~ Breakouts #5 or Extended Workshop 20 Essential Nonprofit Capacity Building Steps (Workshop, Part 2) - John Dawe, CFRE (Arizona Room) Social Media Strategies for Maximum Special Event Success - Lisa Chmiola, CFRE, and Josh Hirsch - Want to leverage the full potential of social media to build on the success of your special events? In this session, participants will learn key strategies to integrate before, during and after events to maximize communication potential, build buzz, raise funds and steward donors. (Prescott Room) 10 Tips to Being the Best Board Member Ever & Questions the Board Should Ask - Paul Kirchgraber, and Kristi Edwards, CSPG - Board members bring a variety of skills, values, and interests to an organization which can be focused and enhanced through training and development. In this session, hear the perspectives of a development professional and experienced board member on exactly what things they strive for in developing the best board members possible...and it may not be what you expect. (Chino Room) 11:30 - 11:45 AM ~ Travel Break 11:45 AM - 1:30 PM ~ Philanthropy Luncheon (Sedona/Verde Rooms) Featured Speaker - John Conley Presentation of AFP Northern Arizona Award for Excellence in Philanthropy to Elisabeth Ruffner
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AFP Arizona Statewide Conference Committee Powered by the small but mighty Northern Arizona Chapter Conference Chair Alice L. Ferris, CFRE, ACFRE GoalBusters Consulting Flagstaff, AZ Exhibitors and Sponsors Christina Adams Partners in Recognition San Diego, CA
Funded in part by:
Treasurer Tina Blake West Yavapai Guidance Clinic Prescott and Prescott Valley, AZ Logistics and Hospitality Linda Clark Verde Valley Caregivers Sedona, AZ Marketing Jim Anderson, CFRE GoalBusters Consulting Flagstaff, AZ Justin Anderson GoalBusters Consulting New York, NY Philanthropy Awards Mary Chicoine Momentum Catalysts Sedona, AZ Laura Norman West Yavapai Guidance Clinic Prescott and Prescott Valley, AZ Design Matthew Ferris GoalBusters Consulting Flagstaff, AZ AFP Northern Arizona President, ex officio Eric Walden Flagstaff, AZ
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Sponsor, Exhibitor, and Advertiser Directory AFP Greater Arizona Chapter Karolyn Kiburz 7375 E. 6th Ave., #9 Scottsdale, AZ 85251 (480) 947-3459 (480) 990-1889 FAX admin@afpaz.org afpgreateraz.afpnet.org
The Association of Fundraising Professionals Greater Arizona Chapter is the premiere organization for fundraisers and nonprofit professionals in the PhoenixMetro region. We currently represent more than 300 members from the leading nonprofit charities, foundations, and consultants across the Valley.
AFP International Larry Hostetler, Director, Chapter Services, Western U.S. Association of Fundraising Professionals 2233 Tiffany Glenn Drive Bedford, TX 76021 USA Direct: (916) 544-2024 (800) 666-3863 ext. 212 Email: lhostetler@afpnet.org Website: http://www.afpnet.org
Alexander | Carrillo Consulting Laura Alexander and Hanna Miller Alexander | Carrillo Consulting, LLC Laura Alexander, MA, CFRE Jenny Carrillo, MA, CFRE 2102 N Country Club #9 Tucson, AZ 85716 520.405.6145 / 520.907.7833 info@do-good-better.com www.do-good-better.com
Alexander | Carrillo Consulting is a full service consulting firm providing highly effective and ethical counsel to non-profit organizations, including capital campaigns, development audit and plans, strategic planning, training and facilitation.
Aria Communications Peter Wallace (608) 423-1338 peter.wallace@ariacallsandcards.com www.ariacallsandcards.com
Aria serves non-profits nationwide with courteous and conversational phone solicitations and thank-you calls. Aria also mails truly hand-addressed, personalized solicitation pieces and thank-you notes. Aria can help your organization retain more donors and bring back former donors.
Arizona Alliance of Nonprofits Jennifer J. Blair (602) 682-7593 jenniferb@arizonanonprofits.org
The Alliance of Arizona Nonprofits is a statewide organization whose mission is to enhance the well- being of individuals and communities through promoting, protecting, supporting, and serving the nonprofit sector. Visit us at www.arizonanonprofits.org.
Stephanie Petrilli (602) 279-9166 stephaniep@arizonanonprofits.org 14
Sponsor, Exhibitor, and Advertiser Directory Bloomerang Wayne Robbins wayne.robbins@bloomerang.co (317) 296-8103 phone (317) 590-3577 mobilex
Bloomerang helps nonprofit organizations to reach, engage and retain the advocates they depend on to achieve their vision for a better world. Our cloud-based donor management application is rooted in principles of philanthropy, simple to use and focused on empowering your team to achieve remarkable results through enhanced donor loyalty.
C.I. Partners Direct Jill Tauber 4484 Market St., Ste 302 Ventura, CA, 93003 (805) 585-5282 jill@cipdirect.com www.cipdirect.com
C.I. Partners Direct provides the strategy, insight and services you need in order to manage a dynamic and successful direct response program. We have the knowledge, experience and ability to develop engaging and effective strategies to fit your needs. Our skilled staff provides unrivaled customer service and quality with exceptional results.
Crescendo Interactive Molly Martin Integrated Marketing Specialist Molly@cresmail.com www.CrescendoInteractive.com
Serving the Industry for over 30 years, Crescendo Interactive provides all the tools and services to market and close planned gifts! GiftLegacy is the only fully integrated marketing system featuring custom and mobile websites, e-newsletters for donors and advisors, marketing literature, bequest campaigns, social networking, analytics, proposal software, training and more. Visit CrescendoInteractive.com.
Don Edwards Marketing Don Edwards, MBA,CAS,DTM donemkt@aol.com (520) 745-1868 Promotional Products Association International Chairman-1978 Promotional Products Association International Hall of Fame-1988
Don Edwards Marketing is a full service Promotional Products Company since 1962. We provide creative and unique ideas for awards, incentives, and increasing awareness and building goodwill. Our pledge and commitment to our clients is to provide superior creativity and quality service while meeting budget needs.
DonorPerfect Tom Kelly Regional Manager tkelly@donorperfect.com (844) 292-3350 www.donorperfect.com
DonorPerfect clients raise an average of 21% more money their first year! We can help you raise more money, cultivate donor relationships and save time. DonorPerfect provides a complete constituent management solution – unlimited constituent data in one database, targeted fundraising efforts, comprehensive donation processing and powerful reporting & analysis.
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Sponsor, Exhibitor, and Advertiser Directory Funding For Good Amanda Pearce, CFRE (Owner) Heidi Cabral (704) 614-8703 mandy@fundingforgood.org www.fundingforgood.org @FundingForGood1 facebook.com/fundingforgood
Funding For Good helps non-profits grow for good by providing consultation, coaching, training, education and a passion for all things ‘development’ to professionals in the non-profit world.
GoalBusters Consulting Alice Ferris (888) 883-2690 alice.ferris@goalbusters.net www.goalbusters.net
GoalBusters Consulting helps causes we believe in grow to be sustainable organizations. We become an extension of your team so that you can get the support you need, where you need it. Services provided include strategic and development planning, fundraising training, board development, capital campaigns, and outsourced development.
Jim Anderson jim.anderson@goalbusters.net
HBL CPAs, P.C. Marianne DeVries, CPA 5656 East Grant Road, Suite 200 Tucson, Arizona, 85712 (520) 886-3181 marid@hblcpa.com www.hblcpa.com
MatchMaker FundRaising Software Diana Hoyt (800) 752-3100 Diana@MatchMakerFRS.com
MatchMaker FundRaising Software will SIMPLIFY donor, event, membership and volunteer management. MatchMaker supports timely, personal communications and facilitates targeted appeals and campaigns. Select one of two deployments, installed or online.
Partners In Recognition, Inc. Christina Adams (866) 616-1200 chris@custrec.com www.goPIR.com
Partners In Recognition's goal is to create a custom recognition system that fits your organization and budget, stands as a testimony of your commitment to your donors, and serves as a marketing tool to foster continued donor involvement.
PRP Wine International Michelle Williams (928) 649-0157 mwilliams@prpwine.com
PRP Wine International promotes high quality, exclusive wines from around the world, and we specialize in providing private, in home wine tastings. We have a customized label and gift program for unique ways to say thank you to clients and commemorate special events. We provide fundraising options and support for nonprofits throughout Arizona.
Todsen and Associates Dana R. Todsen, ACFRE, FAHP dana@todsen.com www.todsen.com (949) 280-6711
Todsen & Associates is a Prescott based consulting company specializing in Board governance, strategic planning, campaign feasibility studies, and development audits. Dana R. Todsen, ACFRE, FAHP is one of five professionals world-wide to achieve the highest level of professional certification from both AFP and AHP.
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WITH THE GIFTLEGACY INTEGRATED MARKETING SYSTEM
Be the inspiration your donors need. Crescendo makes it easy, providing all the tools you need to segment and customize your message to reach your unique donors and inspire more planned gifts. Contact us and experience why more nonprofit organizations are relying on Crescendo’s GiftLegacy Integrated Marketing System for their gift planning needs.
800.858.9154 CrescendoInteractive.com 17