Presented by the Association of Fundraising Professionals Western PA Chapter and Pittsburgh Planned Giving Council
EPC Conference Agenda
November 10, 2021 9:00 am - 3:00 pm
Welcome & Keynote Speaker, Dr. Russell James
Open Plenary Session: presented by Carter Global Lasting Lessons: Fundraising Trends That Will Continue Post Covid
EPC Cafe, Virtual Networking Lunch 11:30-12:30
Breakout Session I 12:30-1:30 Breakout Session II 1:45-2:45
November 17, 2021 9:00 am - 3:00 pm
National Philanthropy Day Celebration & Awards Presented by AFPWPA & PPGC
Keynote Speaker, Alice Ferris, MBA, CFRE, ACFRE
Open Plenary Session: presented by Carter Global Walking Among Giants: Life Lessons from Modern-Day Fundraising Giants
EPC Cafe, Virtual Networking Lunch 11:30-12:30
Breakout Session I 12:30-1:30 Breakout Session II 1:45-2:45
November 10, 2021
Greetings!
It is a pleasure to welcome you to the THRIVE - Emerging Philanthropy Conference hosted by the Association of Fundraising Professionals Western PA Chapter and the Pittsburgh Planned Giving Council. We are thrilled to include an awards celebration for National Philanthropy Day® (NPD) to the virtual event again this year! NPD is a time to honor individuals and organizations who give generously of their gifts of time, talent and treasure to our community. The contributions of these most worthy awardees and those that came before them, embody the meaning of compassion for others making our world a better place to live, work and play. This year, AFPWPA is honored to recognize six individuals for their accomplishments including Nancy & Paul Collier, Kathy Buechel, Maeve Shaughnessy & Sydney Birchard and Karen Kutzer, CFRE. PPGC's Allied Professional being honored is Peter Eberhart, JD, CFP. Thank you for joining us to congratulate each of them for their commitment to serving others. We extend a warm thank you to our event sponsors who help to make this conference and awards ceremony possible. We thank those that purchased ads and tickets or donated to these efforts. We recognize and appreciate our colleagues who volunteered on the Emerging Philanthropy Conference committee to make this event a success. Thanks again to all! AFPWPA and PPGC celebrates you, our fellow fundraisers and community members, who join us virtually for two days to learn best practices and celebrate the accomplishments of the awardees who make our communities in southwestern Pennsylvania and West Virginia a better place. We hope you to stay safe, stay connected and encourage you to keep giving back to your neighbors and your communities. Jodie Tabano
Jamie Rhoades
2021 AFPWPA President Director of Development Achieva
2021 PPCG President Regional Director of Development St. Jude Children's Research Hospital
Amy Sajko
Tim Richart 2021 EPC Co-Chair Literacy Pittsburgh
2021 EPC Co-Chair PNC Institutional Trust
Sponsors Sponsors of the Emerging Philanthropy Conference & National Philanthropy Day ® The members of the Association of Fundraising Professionals Western Pennsylvania Chapter and Pittsburgh Planned Giving Council would like to thank the following sponsors
Presenting Sponsor Carter Global
Gold Sponsor Pilot Peak Consulting
Bronze Sponsors CCS Fundraising PNC Institutional Asset Management Sisterson Vitalogy
DR. RUSSELL JAMES KEYNOTE SPEAKER "Why Cash is not King in Fundraising"
Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University. He directs the on-campus and online graduate program in Charitable Financial Planning. Additionally, he teaches Charitable Gift Planning at the Texas Tech University School of Law. Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment. Dr. James has over 150 publications in academic journals, conference proceedings, and books.
ALICE FERRIS
KEYNOTE SPEAKER
"Ikigai and the Modern Fundraiser"
Alice Ferris, MBA, CFRE, ACFRE, GoalBusters founder, began her career at age 16, blowing bubbles at PBS Wisconsin during a fundraiser for the Lawrence Welk Show. Alice thrives in finding creative solutions for the fundraising challenges of small organizations and teaching and training about practical and realistic tactics. Alice was the 90th professional to receive the Advanced Certified Fundraising Executive (ACFRE) credential, is a threetime honoree as AFP Northern Arizona’s Outstanding Fundraising Professional, and was the 21st recipient of the AFP Founders’ Medallion, recognizing exemplary service to the sector. Alice is known for her on-air work for public television, both nationally and locally, and currently serves on the advisory boards for the Bolz Center for Arts Administration at the Wisconsin School of Business and the Communication Arts Program at the University of Wisconsin.
NPD Program Highlights Master of Ceremonies Eric Burnett
Welcome to National Philanthropy Day® Opening Remarks
Allied Professional Award Peter D. Eberhardt, JD, CFP
Outstanding Philanthropist Nancy & Paul Collier
Outstanding Volunteer Fundraiser Kathy Buechel
Outstanding Youth Volunteer Fundraisers Maeve Shaughnessy & Sydney Birchard
Outstanding Fundraising Executive Karen J. Kutzer, CFRE
Keynote Speaker Alice L. Ferris, MBA, CFRE, ACFRE
Closing Remarks
About AFP About the Association of Fundraising Professionals The Association of Fundraising Professionals (AFP) represents nearly 30,000 members in more than 240 chapters throughout the world, working to advance philanthropy through advocacy, research, education, and certification programs. The Western Pennsylvania Chapter represents 12 Pennsylvania counties and the state of West Virginia. AFP advances philanthropy by enabling people and organizations to practice ethical and effective fundraising. The core activities through which AFP fulfills this mission include education, training, mentoring, research, credentialing, and advocacy. Learn more about the local chapter at www.afpwpa.org.
About PPGC About the Pittsburgh Planned Giving Council
Founded in 1984, the Pittsburgh Planned Giving Council (PPGC) is an organization of planned giving officers, development professionals, attorneys, financial planners, financial services officers and insurance underwriters. The Council meets regularly, to discuss issues and trends in the area of charitable gift planning. PPGC adheres to Model Standards of Practice for the Charitable Gift Planner.
The Pittsburgh Planned Giving Council provides educational and networking resources to gift planning and allied professionals to promote charitable estate planning.
PPGC envisions a community where every individual leaves a legacy through philanthropic estate gifts. Learn more about the local chapter at www.ppgc.net.
2021 NPD Honorees Outstanding Volunteer Fundraiser Kathy Buechel Executive Director of The Benter Foundation and Senior Lecturer at the University of Pittsburgh, Kathy has demonstrated exceptional generosity to nonprofits of all sizes through her personal work and foundation leadership. She encourages friends, colleagues, and neighbors to join her philanthropic pursuits through extensive community involvement.
Kathy has impacted the operations and programming of countless organizations through engaged investments and has dedicated her career to advancing philanthropy in WPA and beyond. Under Kathy’s leadership of the Benter Foundation, she has made key investments in the arts, transportation, and sustaining public spaces. Prior to leading the foundation, Kathy spent decades at the Alcoa Foundation, where in 1999 she was appointed President. In addition to professional achievements, Kathy leads by example. She has a lengthy list of accomplishments in various nonprofit board roles. Working as a senior lecturer at the University of Pittsburgh, she fosters the next generation of philanthropists by providing a foundation for them to flourish and continue to make our region a better place.
Outstanding Philanthropist Nancy & Paul Collier Nancy & Paul Collier have a heart for children and want to encourage children to advance their education. They intentionally carve out time to make our region, and children stronger. They have served as Gala chairs for the Homeless Children’s Education Fund (HCEF) for 3 years. They HCEF by making personal gifts and connecting others to the work of the organization. In addition to supporting the mission of the HCEF, the Collier’s are active in providing scholarships to youth attending Our Lady of Sacred Heart. One of the criteria for their scholarship is evidence of a “giving heart” so youth can be inspired and encouraged to show good will and good deeds. They also help provide youth scholarships at Holy Family/Naz Prep and at Dr. Collier’s alma mater, St. Joe’s in New Jersey. This kind of community spirit is rare. Their ability to bring others with them, inspires the true spirit of philanthropy.
2021 NPD Honorees PPGC's Allied Professional Award Peter Eberhart, JD, CFP Peter “Pete” Eberhart was selected for his significant contributions over the years to the field of charitable gift planning, the University of Pittsburgh and the membership of PPGC. Pete is active in Pittsburgh’s nonprofit community including Leadership Pittsburgh and Pittsburgh Cares. He served on the Board of Directors of the Children’s Museum of Pittsburgh for seven years, including as Vice President of the Board of Directors, as well as chair of the Governance Committee and Co-Chair of the Development Committee. He also has served as Board President and Treasurer of the Estate Planning Council of Pittsburgh. Pete joined Henry H. Armstrong Associates in 2009 and now serves as Managing Director. He earned a bachelor’s degree from the University of Pennsylvania in 1992 and a JD and MBA from Emory University in 1998. He earned the Certified Financial Planner certification in 2005.
Outstanding Youth Volunteer Fundraisers Maeve Shaughnessy & Sydney Birchard Maeve and Sydney are the co-founders of ALS Kids. They are classmates and friends, but really bonded over the ALS diagnosis of their grandparents and wanted to see awareness raised for this disease. In just 5 years, these two young ladies have raised more than $50,000 for the local ALS chapter. In addition to fundraising, they have become active in advocacy efforts for those living with ALS. Maeve and Sydney pitched their idea of ALS Kids to local web marketing consulting firm, C-Leveled. C-Leveled's “Be the Boss” program empowers young people to take control of their future and make positive impacts on society through entrepreneurship. The young ladies won the competition and were the only ones that pitched a philanthropic project. They won monthly pro bono meetings with C-Leveled's staff who guided them in the marketing and business strategy of their project. The list of events that the girls have hosted to raise funds and awareness of ALS is LONG! They have run events from a 5K to a youth softball tournament and have even been guest scoopers at Rita’s Italian Ice! Like everyone else, in 2020 the girls pivoted and started virtual events like Coffee for a Cause and a virtual 5K. They continue to raise funds and awareness for ALS.
2021 NPD Honorees Outstanding Fundraising Executive Karen Kutzer, CFRE Over the past 35 years, Karen’s track record and accomplishments demonstrate her comprehensive understanding of the art and science of seeking funds. Her commitment and contributions have significantly impacted all of the organizations with which she has been involved. Karen has dedicated her career to teaching and mentoring while serving as an advocate for professional development and growth of the fundraising profession. Her communication is always concise, consistent, and clear. She is a leader in every sense of the word, in action, words, and deeds as evidenced by her many successes in the non-profit world. She knows the Western PA community inside and out and is an invaluable leader with staff and respected liaison with board members, volunteers, and donors. Donors respect her knowledge and honesty, and her track record of success as a fundraiser is awe-inspiring. Kutzer’s advancement leadership with the University of Pittsburgh, SUNY Brockport and the Pittsburgh Symphony was integral to successful capital and annual multi-million dollar outcomes. She served as principal fundraiser for The Lyric Mountain Festival for the Performing Arts in the Laurel Highlands of PA. Among her portfolio of accomplishments as Chief Advancement Officer, Kutzer worked in enrollment management and workforce development for Point Park University that created celebrated outcomes. Currently as principal of Karen Kutzer Associates, Karen has been active in Pittsburgh area fundraising for over 25 years.
Previous NPD Honorees Outstanding Volunteer Fundraiser Ann Kerr Anna Jane Nicholas Frieda G. Shapira John L.S. Northrop Frank B. Fuhrer, Jr. Ellen C. Walton Thomas A. McConomy Patrica L. Matty Linda A. Dickerson Judy B. Ansil James C. Roddey Edith A. Fisher Gerald J. Voros Robert M. Frankel Frank V. Cahouet Ralph A. Scalise Anthony L. Bucci Mrs. Gwendolyn G. Simmons Jane G. Greer Martin G. McGuinn Foster McCarl, Jr. Virginia Schatz Ronald E. Genhardt Barbara M. Armenti Jim and Suzy Broadhurst Susan L. Franklin James and Judith Stalder Anne V. Lewis James F. Will Sandra Usher Peter Veeder Mark Gray Joyce O’Conner G. Reynolds Clark Jim Leeper Elizabeth McCarthy Scott Lammie Dorothy Lee Green Catherine Murray Ryan Charles Ferrara Andrea Carelli Ky Eaton James Hamilton Randy Baumann Rachel Lorey Allen
Mary Fricker Ron “Moondog” Esser Sheila Fine Steven D’Achille Angela Longo Nancy Zappala Ranny Ferguson Julie & Michael McMullen
Outstanding Philanthropic Organization Mellon Bank Financial Corporation Westinghouse Foundation Alcoa Foundation Howard Heinz Endowment Cameron Coca Cola Bottling, Inc. Bell Atlantic Eat’n Park Restaurants CoGo’s Convenience Centers Bayer Foundation King’s Family Restaurants Child Health Association of Sewickley Washington Federal Savings Bank Howard Hanna Real Estate Services Bethel-St. Clair Rotary The PNC Foundation McKamish, Inc. Phi Theta Phi Fraternity of Thiel College Rotary Club of Latrobe, PA Highmark Blue Cross Blue Shield National City Bank of Pennsylvania WTAE-TV Pittsburgh Pirates Wives Treasure House Fashions Merrill Lynch Western Pennsylvania Complex Renda Broadcasting Pittsburgh History and Landmarks Foundation Hefren-Tillotson, Inc. BNY Mellon Mitsubishi Electric Power Products, Inc. Pitt Ohio Dollar Bank EQT Corporation Giant Eagle Pirates Charities big Burrito Restaurant Group WOMEN of Southwestern PA First National Bank
Previous NPD Honorees Lifetime Achievement Award Mrs. Melvin G. Patton Nancy D. Chalfont Rachel Larimer Mellon Walton Tillie Scott Brutt Antonio J. Palumbo Norma Gianutsos (posthumously) Ruth Donnelly Egler William Baierl (posthumously) Ann McGuinn Lois Michaels National Rooms Program and The International Exchange Program of University of Pittsburgh Rita M. McGinley Mary Lou McLaughlin Jack Mascaro Robert and Irene Bozzone William Dietrich, III (posthumously) Gary West Bruce Bickel Cecile Springer
Outstanding Philanthropist Lester A. Hamburg Louis J. Porreco Dr. and Mrs. Claire Merriman Mr. and Mrs. Thomas J. Murrin John G. Rangos, Sr. The Eberly Family Trust Mrs. Charles T. Campbell John A. Robertshaw, Jr. McCune Foundation Charles S. McCune (posthumously) Mr. and Mrs. Henry Posner, Jr. John E. Connelly Adolph and Julia Bartolomucci Richard P. Simmons Mr. and Mrs. John B. McClay Charles R. Burke, Esq. Sigo Falk Albert Lexie Philip Chosky Richard and Shana Donnell Joseph A. Hardy, III Herb and Barbara Shear Jennifer Cohen
Eliza and Hugh Nevin Ed and Anna Dunlap Mrs. Lillian S. Rath and Frank E. Rath Sr. Family Patrick J. Gallagher Daniel Wukich Ronald R. and Judith Davenport Karen Winner Sed Margie and Jack McCartan Michele and Pat Atkins Richard E. Rauh Cindy and Murry Gerber Benjamin and Jo Statler Michael Duckworth
Outstanding Philanthropic Innovation Tickets for Kids Samuel L. Goldston Teen Philanthropy Project Pittsburgh Gives, a Resource of The Pittsburgh Foundation William Getty Weavertown Environmental Group Karissa’s Army Make Room 4Kids Beverly's Birthdays
Outstanding Foundation The Jewish Healthcare Foundation of Pittsburgh The Grable Foundation The Buhl Foundation The Pittsburgh Foundation Katherine Mabis-McKenna Foundation McFeely-Rodgers Foundation Birmingham Foundation PPG Industries Family Foundation Eden Hall Foundation FISA Foundation Mario Lemieux Foundation Community Foundation of Fayette County Peter C. Dozzi Family Foundation Massey Charitable Trust A.J. and Sigismunda Palumbo Charitable Trust McAuley Ministries Claude Worthington Benedum Foundation Pittsburgh Penguins Foundation
Previous NPD Honorees Outstanding Fundraising Executive B. Jeanne Williams, ACFRE Charles N. O’Data, CFRE Bruce A. Loessin Dennis F. Vest George J. Omiros, CFRE Frederick H. Leasure, CFRE Rosalyn B. Markovitz, CFRE Dee Jay Oshry, CFRE Janet C. Emery, CFRE Dolores F. Ellenberg, CFRE Richard J. Mahoney, CFRE Karen A. Petrucelli, CFRE Ann W. Austin, CFRE Jack Miller, CFRE Carol A. Carter, CFRE James D. Bendel Janet A. Bartlett, CFRE Bohdan Durkacz, CFRE James W. Cunningham, CFRE Robert Carter, CFRE Constance Schwartz-Bedo, CFRE Larry Karnoff, CFRE Anne Hawkins Patricia A. Hargest, CFRE Kara Rutowski, CFRE David S. Tinker, CFRE Anital Dacal Jay Carson Elliott Oshry, CFRE Jacqueline S. Flanagan, CFRE Jodi Weisfield
Outstanding Youth in Philanthropy Medical Explorers Post 222 of Forbes Metropolitan Health Center The Washington Hospital School’s Campaign Planning Committee Independence Middle School Student Council Burgettstown Area Jr./Sr. High School Student Council Connelly Technical Institute St. Bede School Student Council North Hills Sr. High School’s Hands for Service Club
Presbyterian SeniorCare “Christmas Angels” Charleroi Area High School Christ United Methodist Church Youth Group Burrell High School Spanish Classes Ingomar Middle School McKnight Elementary School Students Helping Others Committee/Washington Hospital Foundation Eisenhower Elementary School Rauh Conservatory Student Leadership Council Matt Lewis St. Elizabeth Elementary School Students Carson Middle School K-Kids at Fulton Academy Maris Kreutzer Chris Shotter Plum Boro School District Quaker Valley High School Evans City Elementary and Middle Schools Hampton Middle School Bishop Canevin Baseball Team Abigail Hope McCormick, Samantha Yetsick & Emily Schub Emily Brittain School First Graders of Edgeworth and Osborne Elementary Schools Norwin High School Show Choir J-Serve Will and Patrick May For the Love of All Animals Students in Action Jacob Haugh Mikayla Davis
Posthumous Award Henry J. Heinz, II Maurice G. Gurin Audrey Brourman, CFRE George and Kathleen White
Outstanding Special and International Volunteer Fundraiser Lucy and Ian Rawson
Rising Star Deanna Duncan
Previous PPGC Honorees The Allied Professional Award The Pittsburgh Planned Giving Council (PPGC) honors a professional from the tri-state area who is deserving of recognition for their efforts to promote philanthropy both professionally and by personal example. Allied professions include attorneys, stock brokers, insurance and real estate professionals, certified public accountants and certified financial planners.
PPGC Allied Professional Bob Williams, Esq. Williams Coulson 2003 Jack Owen, Esq. Rhoades & Wodarcyzk, LLC 2004 Kim Tillotson Fleming Hefren Tillotson 2005 John Harmon, Esq. Lovett Bookman Harmon Marks 2006 Carolyn Duronio, Esq. Reed Smith 2007 Ken McCrory McCrory McDowell 2008
Janet Lloyd, Esq. and Mike Lloyd, Esq. Williams Coulson 2009 Scott Keffer Founder and CEO of The Donor Motivation Program 2010 Richard S. Scott, Partner Leech Tishman Fuscaldo & Lampl, LLC 2011 Holly S. McCann, Esq. Sherrard, German & Kelly 2013 Thomas E. Boyle, Esq. Buchanan Ingersoll & Rooney PC 2014
Committee Members National Philanthropy Day ® Event Committee AFP Awards Committee Chairs George Omiros, CFRE Jillian Pritts, CFRE
PPGC Awards Committee Chair Pat Winter
2021 AFP Board of Directors Association of Fundraising Professionals Western Pennsylvania Chapter 2021 Board of Directors
Board Officers President Jodie Tabano
President-Elect Abigayle Tobia, CFRE
Immediate Past President Tim Richart
Secretary & Treasurer Laura SanBoeuf-Paris, CFRE
Vice President, Communications Laura Everhart, MA
Vice President, Membership Adele Cannell
Vice President, Resources Patti Phillips-Best
Vice President, Education Melissa Marion, CFRE
Board Members Asst. Vice President, Communications Jillian Pritts, CFRE
Asst. Vice President, Resources Be the Cause Laura Ristau, CFRE
Diversity & Inclusion (IDEA) Chair Ally Sokolowski
Co-Chair, Emerging Philanthropy Conference Tim Richart
Co-Chair, Emerging Philanthropy Conference Amy Sajko, CFRE
Chair, Next Generation Jennifer Shorstein
Board Member at Large Dave Tinker, CFRE, FAFP
Chapter Administrator MC Houser
2021 PPGC Board of Directors Pittsburgh Planned Giving Council Western Pennsylvania Chapter 2021 Board of Directors
Board Officers President Jamie Rhoades
President-Elect Cynthia Caldwell
Vice President & Programs Dan Cody
Treasurer Matthew Clark
Assistant Treasurer Theresa Schroeder
Secretary Susan E. Salyards
Legislative Affairs Jack Owen, Esq.
Board Members Membership Colin Connolly
Resources Pat Winter, CFRE
Ethics, Diversity & Inclusion Jeff Lukacsena
Publicity Brittany Zuckerman
Board Members at Large Jeanne Minnicks Mallory Reese
Chapter Administrator Sarah Poweska
Thanks to our Platinum Presenting Partner:
Thanks to our Gold Sponsor: