RMPI 2020 Test Program

Presented Virtually | September 11, 2020

We are change makers

Table of conTenTs xxxxxxx

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Welcome

Colleagu and Friends, Welcome to the virtual 2020 Rocky Mountain Philanthropy Institute (RMPI) hosted by AFP Colorado Chapter – I am excited to welcome you to the conference today – you are in store for a real treat!

Together, we represent what I believe to be the best of Colorado.

We have each dedicated our professional lives to causes and communities who are worthy of support and advocacy. Together, we are the “Change Makers” of our communities. While our work has always been vital, now, more than ever, our profession is called upon to support the ever-increasing needs of our communities. We will generate positive change for the most vulnerable among us. We will continue to create robust and inclusive communities that are welcoming to all. We will advocate for our environment and for the many benefits it provides us.

This year’s RMPI is a representation of how agile the fundraising community can be. I want to thank the conference coordinators and our generous sponsors for pivoting quickly to make this event successful – without your time, talents, and trust, this conference wouldn’t have been possible. In particular, I want to thank AFP Board Members, Ann Goldman and Madeleine Binsfrahm for their vision and dedication in bringing this conference to you.

I hope you enjoy the keynote speakers, breakout sessions and discussions. I hope you feel a sense of pride in your profession, and walk away inspired to be the best fundraiser and Change Maker you can be; your communities depend on it.

Thank you for joining RMPI today. Now let’s go MAKE CHANGE!

Proudly,

Jayne Thompson President, AFP Colorado 2

hoW To geT The mosT oUT of rmPI Tips for a great rmPI experience l

Make sure your microphone and

afP code of conduct AFP conferences are dedicated to providing a

camera are working! RMPI is interactive

harassment-free experience for everyone,

and we love seeing your faces. Make

regardless of gender, gender identity and

sure you test your microphone and

expression, age, sexual orientation, disability,

camera before we start.

physical appearance, body size, race, ethnicity,

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religion (or lack thereof), or technology choices.

Personalize your name and let us

We do not tolerate harassment of conference

know what organization you are

participants in any form. Sexual language and

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imagery is not appropriate for any conference

the bottom of your Zoom picture and we want to know what organization you are with. Simply right click on your what organization you are representing.

Be in Active Speaker view. While the

being in Active Speaker view. That way you can easily see the screen share

at the discretion of the conference organizers. By the Code of Conduct. The full code of conduct can be found here: XXXXXXXXXXXXXX (link to come)

and the speaker.

Utilize the Chat function. You can

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Technical Difficulties If you somehow get disconnected from RMPI, you

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expelled from the conference without a refund attending this conference, you agree to abide by

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and other online media. Conference participants violating these rules may be sanctioned or

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venue, including talks, workshops, parties, Twitter

can simply rejoin. There will be different links for

Raise your hand. Speakers love having

the morning sessions, speaker workshops, and

questions during or at the end of their

afternoon sessions. Please refer to the emails

presentations! You can raise your hand

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by clicking the Participants button at the bottom of your screen and

If you need to reach someone, Cheryl Dotson is

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our Technical Support Genius for the day. You

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Put your microphone on mute. When

can text her at 720.261.5419.

you aren't actively speaking please mute your microphone!

VIrTUal sWag bag

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Our amazing sponsors have put together some special offers for RMPI attendees.

Click here for the link to the special page. (link to come)

rmPI 2020 sPonsors golD SpoNSor

SilvEr SpoNSor

broNzE SpoNSorS

ScholarShip SpoNSorS

ExhibitorS Denver Film

program SpoNSor

auctioN SpoNSor

Mosaic Designs

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scheDUle Please see speaker photos and bios later in the program 8:30 am conference and silent auction open 9:00 am Plenary session #1: fundraising superPoWers: The Dynamics that Propel and hold Us back brittny Wilson & nia Wassink of The nonprofit reframe What kind of superpowers do you have as a fundraiser? Hear more about all the obstacles that fundraisers face and how to overcome them.

10:15 am break and special messages 10:35 am Plenary session #2: Unlocking the generosity center of Your Donor's brain Tim kachuriak of nextafter Effective fundraising doesn't just happen by accident. It requires careful planning, a clear value proposition...and the right psychological cues. In this fast-moving session loaded with real-life examples, we will explore ways you can increase your fundraising results by applying lessons learned from neuroscience.

11:35 am sponsor spotlights and prepare for keynote noon keynote address: asset-framing: shifting the narrative and how We Define People Trabian shorters In the non-profit world, we are often tasked with telling the story of the communities we serve.

These narratives are what we use to secure funding, gain publicity, and obtain public support.

From the boardroom to the newsroom, foundation and nonprofits have historically used tales of deficit and despair to incite action from stakeholders and gain the sympathetic ear of the public unaware of the stigmatizing effects. Asset-framing is the shift to narratives that define a people by their aspirations and contributions.

Shorters and his organization, BMe, train leaders working in social innovation, philanthropy and education to apply asset-framing to achieve greater success, diversity, equity and impact. Commended by leading institutions such as the Bill and Melinda Gates Foundation, New Schools Venture Fund, and The Heinz Endowments, asset-framing is a game-changer for nonprofits.

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scheDUle 1:20 Speaker Workshops The Ultimate Dance: executive Directors and Development Directors Tami lack crawford & genevieve laca Often Development professionals work their way into Executive Director roles. How do you "let go" and allow your Director of Development do the work you know so well? Sometimes, Executive Directors are hired with no background in fundraising at all. What is reasonable to expect of your Development Director, and how much should you, as the Executive Director, take on? These are fluid questions that will be addressed with case studies, stories, entertaining scenarios, and discussion.

Tami and Genevieve are former colleagues who have both learned the hard way and have also experienced a “well-oiled machine.” There is a healthy balance and when it is reached, great things happen, and the dance begins! on the frontline: helping Your organization build an adaptive culture lara Jakubowski As a development executive, you bring the external community perspective to management and board discussions. You may also see that community needs or philanthropic interests are evolving and find program staff resistant to taking that in if it might mean changing their program design or offerings. But for the organization to succeed, you will need to help them change – not once, but continually. Learn how to be the change maker. changing channels: multi-channel marketing for Your next fundraising campaign abby Jarvis Your donors are everywhere – they’re giving online, they’re reading on their phones, and they’re checking their mailboxes. How can you possibly know where – and how – to talk to them? In this session, you'll learn how to set up a marketing campaign that will catch donors’ attention on any channel. You’ll learn: l How to choose which channels to include in your campaign (social media, email, direct mail, television, etc.) l How to select and tell stories that deepen donor’s connection to your mission l How to choose images and other media to complement your messaging l Best practices for using common marketing channels l And more!

By the end, you’ll be equipped to plan your own multi-channel marketing campaign, choose your assets, and compel your donors.

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scheDUle 1:20 Speaker Workshops (continued) Throw out the Plan: fundraising events in The Time of a Pandemic celina maggi How do you connect with supporters, raise funds, and inspire change when you can't physically connect? Celina Maggi, a nonprofit veteran turned consultant, shares her own experience of helping clients reimagine their biggest special events. You will hear lessons learned, success stories, and which elements you can plan to keep in a socially distanced world. This session will be interactive, inviting you to share your experiences and learn from each other as we workshop best – and worst – practices for virtual events. making best better: new Practices in an age of change speakers: elvira ramos & maegan Vallejo Many “best” practices in fundraising reinforce inequities rather than support the community change that our organizations’ programs and missions aim to achieve. While conversations at many levels of our organizations have focused on diversity, equity, inclusion, fundraising is often missing from these exchanges. In this session, you will learn how to adapt fundraising best practices to a diverse and inclusive model. Elvira and Maegan will take you through two case studies, give you the tools to start implementing inclusive practices on Monday, and the resources to make the case for change to the rest of your organization. leadership resiliency: remaining Whole in a complex World Dr. cole struhar Resilient leaders have macro-perspective, self-awareness, and a love for mystery. These three abilities support the ability to remain whole, even in the face of great suffering and complexity. This session is an opportunity to explore your leadership challenges through the lens of your leadership resiliency. Dr. Struhar will offer three strategies for nourishing your leadership resiliency over time. The human condition has yet to change, but how we work with it can change. Tune in to investigate your ability to remain whole while having sophisticated influence in a complex world. mindfully creating meaningful major gifts from scratch Joshua Zmroczek Mindfully creating meaningful major gifts looks different for every agency, large or small.

Step back and look at the resources you have available - staff, technology, and time and see where, who, and how you need to focus your attention to generate a greater impact and develop deep new partnerships.

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scheDUle 2:00 pm break and networking time 2:20 pm Plenary session #3 funny and fundraising: Is that really a thing? (0.5 hours) emily Davis of emily Davis consulting Let's call you what you are - a fundraising badass. Every day you overcome pervasive fundraising myths, challenges, and assumptions. We've all heard some of these phrases thrown around: "fundraising is sales," "I don't want to beg for money," "our board doesn't do fundraising," and "we'll just make up the budget by throwing a house party." [Insert eye rolls here.] As if it hasn't been tough enough, now we all have a good 'ole pandemic to make this work even more real.

Go on a mini-vacation from development demands and laugh out loud together.

Laughter brings us closer together and in a field based on relationships, we all need to shorten the distance between us. Come join in this interactive session to crack open the comedies, tragedies, and joys of fundraising. Wrap up a historic RMPI with Emily Davis who brings the real fun to fundraising.

2:50 pm stay for prizes, closing of the auction, and a special guest

rmPI change makers auction This year we have created a Change Makers Marketplace for our auction. You will find a wonderful collection of black and minority-owned businesses featured in the marketplace. Please put your bids in throughout the day to support these entrepreneurs. The auction will close at 3:10 today.

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ImPorTanT noTes Have you ever attended an AFP

Do you have questions about

Coffee Chat? We are virtual for now

scholarships? AFP Colorado Chapter

but hope to return soon to Fluid

offers scholarships toward AFP

Coffee Bar. Coffee Chat is on the

membership, monthly program

second Thursday of each month.

attendance, and RMPI registrations.

Details at https://bit.ly/30NjSgr Would you like to attend the AFP Need CFRE hours? Our programs and

International Conference in

audio webinars are approved

Minneapolis on May 22-24, 2021? If

providers. Be sure to check the

you have never attended before,

presentations folder for the CE

you qualify to apply for our chapter

tracker for RMPI 2020 hours.

Chamberlain Scholarship. Watch the Thursday Thoughts email for details.

Working on next year’s calendar?

Save the date September 9-10, 2021

Are you looking for a new position?

and fingers crossed we can be at

Be sure to check out the job postings

Beaver Run in Breckenridge in person.

on the AFP website. https://bit.ly/3gQRT53

Are you an AFP member but not quite sure how everything works?

Are you or is someone on your staff

Join us later this fall for our New

30 or younger? AFP has a Young

Member Orientation. We welcome

Professional membership category

new members or anyone wondering

to save on membership dues.

about what all the chapter has to offer.

Do you have some great ideas to share? AFP Colorado Chapter welcomes committee members in all areas.

stay in Touch with the afP colorado chapter!

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keYnoTe sPeaker trabian Shorters Trabian Shorters is a New York Times bestselling author, social entrepreneur, and the leading authority on an award-winning approach to Diversity, Equity, Inclusion, and Impact called “Asset-Framing.”

His pioneering work in Asset-Framing earned Shorters recognition as one of the world’s leading social entrepreneurs, as well as prestigious Ford Foundation, Ashoka and Aspen Institute fellowships. Among senior leadership teams that utilize asset-framing are the Bill and Melinda Gates Foundation, New Schools Venture Fund and The Heinz Endowments.

Shorters’ organization, BMe Community, proves the power of asset-framing by operating remarkable leadership fellowships for Black men and women. BMe Community’s 300+ Fellows have earned 67 major national awards and helped over 2 million families secure educational, economic, human rights, health and wellness opportunities. By acknowledging and supporting their incredible strength, leadership, and contributions, BMe has attracted 40,000 subscribers and proven a path to positive community engagement in matters of race, cities and America’s future.

Shorters is a retired tech entrepreneur, former vice president of the John S. and James L. Knight Foundation and doting father to two brilliant, black twin girls who will live in the better world that we are making together for them.

His work has been featured in publications including The Chronicle of Philanthropy, Forbes, Black Enterprise, The Skillman Foundation, and Stanford Innovation Review.

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sPeakers lara Jakubowski la Piana consulting, senior consultant Lara works with nonprofits to address organizational issues and partner with others for sustainable impact. She specializes in working with complex collaboratives working toward shared goals, helping them identify successful strategies and design plans for action. She also works with nonprofits on strategic planning, change management, mergers and restructurings, business planning, and governance. Prior to joining La Piana in 2017, she served as executive director of the Nonprofit Centers Network. She served as Executive Director of the Impact Development Fund from 2000 to 2005. Lara has an MBA from the Wharton School of Business.

abby Jarvis Qgiv, nonprofit education manager In her 7 years at Qgiv, Abby has become passionate about studying industry best practices, learning how they can help nonprofits be more effective, and sharing that information with fundraisers. When she’s not teaching fundraising workshops at Qgiv’s Fundraising Labs or at conferences, she chairs the fundraising committee on a nonprofit board in her hometown of Lakeland, Florida. Qgiv is a company dedicated to building powerful online fundraising tools that empower nonprofits to thrive and grow.

genevieve laca The Denver foundation, senior Philanthropic services officer Genevieve has had a decade or more in the nonprofit industry in Denver, including major development and corporate relations roles at Colorado Neurological Institute, Community Shares - and now as a Senior Philanthropic Services Officer for The Denver Foundation.

Tami lack crawford University of colorado, Department of neurosurgery, Director: strategic Planning & Program Development Tami Lack Crawford is a seasoned development professional and has served as executive director, program director, board member and more. She is well known in the Denver Metro area and is the founder of our "AFP Coffee Chat" on Thursday mornings.

She is currently the Director of Strategic Planning & Development for the Neurosurgery Department at CU School of Medicine.

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sPeakers celina maggi little green house consulting, Principal As a child of a former non-profit Executive Director, Celina Maggi often jokes that fundraising is in her DNA. Professionally, Celina has over ten years of non-profit experience, spearheading fundraising growth, and providing organizational strategy. Originally from Detroit, MI, Celina attended Loyola University Chicago, becoming the first in her family to attend and graduate from a university. Since graduation, she has worked as a fundraising professional in the education sector. In January of 2020, Celina launched her own consulting business, hoping to provide other growing organizations with her knowledge and experience to see them grow.

elvira ramos community foundation boulder county, Director of leadership fellows Elvira Ramos brings more than 30 years’ experience in nonprofit management, planning, development, grantmaking and community relations. She recently left from her position as Vice President of Programs and Inclusive Leadership at the Community Foundation Boulder County and “downshifted” to a part-time role running the Foundation’s inclusive leadership programs. She has served on boards of local and national organizations, including the Colorado Behavioral Healthcare Council, Scientific and Cultural Facilities District, U.S.-Mexico Border Philanthropy Partnership, and the Komen National Multicultural Council. An experienced trainer and facilitator, she continues to consult with nonprofits in board and leadership development, diversity and inclusivity, and planning.

cole struhar, PhD The Perfect circle Dr. Cole Struhar has a master’s in Counseling Psychology, a PhD in International Psychology, and a lifelong passion for the human condition. She studied under diverse spiritual teachers globally, and moonlights as a humanist chaplain. She has worked with organizations of all sizes on five continents. Her expertise is bringing people together with honest appreciation for our differences, and integrative leadership resiliency. She works on behalf of individuals and teams who are committed to remaining whole in a complex world (www.circle.coach). Cole currently hangs her hat in Lakewood, CO, with her person, Sally, two sweet tomcats and their finally-housetrained puppy, Luna.

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sPeakers maegan Vallejo maegan Vallejo consulting, Principal Maegan Vallejo has over a decade of professional fundraising experience, for both grantee organizations and a community foundation. She knows how to connect people’s values to a nonprofit and a community in a way that is strategic and transformative, both for the individuals and the public. Maegan’s ability to take the big picture of the philanthropic landscape and shrink it down into actionable items at the organizational or grassroots level, and vice versa, has strengthened her commitment to diversity and inclusion. She has led conversations and developed strategies with nonprofit staff, boards, and donors about grounding fundraising in inclusive practices.

Josh Zmroczek Dumb friends league, manager of major and Planned giving With over 15 years of fundraising experience, Josh approaches fundraising from both the analytical and human side minding financial goals and professional relationships.

Persistence, creativity, and heart are only three of the superpowers he shows up with daily to manage the major and planned giving program at the Dumb Friends League.

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Mosaic AD

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rmPI scholarshIP recIPIenTs We are thrilled that we have 21 scholarship attendees at RMPI. Thanks to our sponsors – Animal Assistance Foundation and In the Know, LLC – for making this experience possible.

Liz Atwood, The Women's Bakery Brenna Clendaniel, Arvada Center for the Arts & Humanities Natalie Cutter, Dumb Friends League Shana Devins, Mountain Valley Horse Rescue Jasmine Elizabeth, Urban Leadership Foundation of Colorado Cynetra Freeman, Mississippi Center for Re-entry Kathy Gaines, Longmont Humane Society David Henderson, American Water Works Association Kenny Howard, University of Colorado Foundation Emily Karol, iDE Allison Kerr, Crohn's & Colitis Foundation Jennifer Lucero-Alvarez, Adams County Animal Shelter Cookie Murphy-Pettee, Mountain Valley Horse Rescue Anna Murrin, Denver Animal Foundation Lauren Pietrek, Girls on the Run of the Rockies Ryan Ross, Urban Leadership Foundation of Colorado Mary Clare Sobon, CSU - Athletics Ellen Stein, Community Connections Megan Tillotson, Roice-Hurst Humane Society Morgan Weinrich, Colorado Cattlemen's Agricultural Land Trust Kalli Wilson, Rifle Animal Shelter

AFP is a membership organization committed to advancing philanthropy. We offer resources and create opportunities to help fundraising professionals be the best they can be. We bring fundraisers together to network, grow professionally, and advance our field. Learn more about the value of being an AFP member at the registration desk or online at afpcc.org. Look in your goody bag for a coupon to save $50 on a new Professional Membership.

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haPPY hoUr! Please bring your favorite mocktail/cocktail and join us at 2:50 for networking, prizes, and RMPI happy hour! We have invited a special guest and this happy hour time will be the perfect way to wrap up the conference!

RECIPE

Join us for this upcoming educational meeting: october 9 – Major Gift Cultivation : how to move a donor to the next level of giving Virtual program with Jen Darling, Children’s Hospital Colorado Foundation

Join us on November 8 for the National Philanthropy Day in Colorado’s 2019 Award Ceremony at the Seawell Grand Ballroom/Denver Center for the Performing Arts.

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Thanks to our 2020 rmPI committee co-chairs Madeleine Binsfrahm, The Women’s Bakery Ann Goldman, Ann Goldman Consulting committee DeAnn Acosta, CFRE, AFP Colorado Chapter Lauren Archuletta Andrea Arkow, Invest in Kids Charlee Crouse Cheryl Dotson, The Meeting Edge Nancy Freimuth, Dental Lifeline Network Seth Goddard, Colorado Mountain College Foundation Cindy Grubenhoff, In the Know, LLC Dana Hamilton, American Cancer Society Ashley Hanson Savanna Hanson, Boys and Girls Clubs Michelle Hektor, American Water Works Association Lynn Perez-Hewitt, HCE Online Raffael Hoffman, Laradon Rob Johnson, Denver Public Schools Morgan Shea, Planned Parenthood of the Rocky Mountains

afP chapter office PO Box 24745 | Denver, CO 80224 | 303.394.6388 info@afpcc.org | www.afpcc.org