Rocky Mountain Philanthropy Institute 2022 - eProgram

RESET RETHINK REIMAGINE l

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August 31, 2022

TABLE OF CONTENTS 3

RMPI Sponsors

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Schedule at a Glance

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Detailed Schedule

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More about AFP Colorado Chapter

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Keynote Speaker Bio

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Featured Speaker

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Speaker Bios

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Scholarship Recipients

BACK RMPI Committee

Stay connected to your RMPI colleagues and follow us!

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WELCOME

Colleagues and Friends, Welcome to the 2022 Rocky Mountain Philanthropy Institute (RMPI) hosted by the AFP Colorado Chapter. We are thrilled to be back in person this year and cannot wait to meet so many of you. Through the pandemic, development professionals across the state have had to rethink and reset perspectives and reimagine traditional ways of doing our work to adjust to a new, ever-evolving normal.

Today, we’ll reset, rethink and reimagine how we fundraise and embrace the new opportunities that lie ahead of us. We have a packed agenda with speakers to provide motivation and leave us all energized to impact change.

We are excited to hear from our keynote speaker, LaDawn M. Sullivan, honored as an Outstanding Professional Grantmaker in Colorado at the 2021 National Philanthropy Day event. Her passion, experience, and wisdom will leave listeners inspired and eager to work together to strengthen our nonprofit sector. Following LaDawn, we have break-out sessions and an interactive lunch session with Andrea Pacheco to consider how we can better center our community in our fundraising work. After a few more break-out sessions, we gather again for a happy hour celebration and a chance to get to know one another.

Thank you to the RMPI planning committee, DeAnn, Lily, Chelley, Cheryl, Michelle, Raffael, and Sarah as well as the sponsors and speakers, who made RMPI 2022 possible.

Enjoy connecting with fellow nonprofit professionals and use today as an opportunity to network and grow. We look forward to hearing from you as the tradition of RMPI lives on.

Proudly,

Carson Maczuzak, CFRE Cystic Fibrosis Foundation RMPI 2022 Co-Chair

Meghan Vargas, CFRE Firehouse Subs Public Safety Foundation RMPI 2022 Co-Chair 2

RMPI 2022 SPONSORS SILVER SPONSORS

BRONZE SPONSORS

SCHOLARSHIP SPONSORS

AFP Colorado Chapter Past Presidents

EXHIBITORS

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SCHEDULE AT A GLANCE 8:00 am

RMPI opens and continental breakfast available

8:30 am

Welcome and Keynote Speaker: LaDawn Sullivan (DINING ROOM)

9:30 am

Break and Networking

10:00 am Workshop Session I Session A: Let’s Start The Conversation on Frontline Fundraising (CHANDELIER ROOM)

Session B: Big Gifts Follow Big Decisions (BALLROOM) 11:30 am

Break, Visit Vendors, Self-Care, and Networking

11:50 am

Working Lunch: Equity and Fundraising

1:15 pm

Break, Visit Vendors, Self-Care, and Networking

1:30 pm

Workshop Session II Session A: Moving Nonprofit Mountains with the use of Artificial Intelligence (CHANDELIER ROOM) Session B: Awakening Conscious Leadership to be a Better Fundraiser (BALLROOM)

3:15 pm

Happy Hour on the Patio

* Schedule is subject to change. **The sessions noted above in blue have to be pre-selected. If you haven’t yet made your selections, reach out to DeAnn ASAP at deann@afpcc.org

RMPI 2022 Emcee Chelley Canales (she/her/hers) Benefit Auctioneer and Lead Gala Consultant, The Gala Team Chelley Canales is a Benefit Auctioneer and Lead Gala Consultant for The Gala Team. She has a background in fundraising, having previously worked for organizations such as Denver Center for the Performing Arts, Boys & Girls Clubs of Metro Denver and Publicolor in NYC. Chelley is the host of the podcast Lighthouse Conversations with Chelley Canales, is a TEDx speaker, and has been seen on stage in Denver and across the country as an emcee and performing artist.

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SCHEDULE WEDNESDAY, AUGUST 31

Please see speaker photos and bios later in the program

8:00 am - Conference Opens 8:30 am - Keynote Speaker (Dining Room) LaDawn M. Sullivan, The Black Resilience in Colorado Fund Leading with the Intent to Love LaDawn will share some well-earned wisdom from her long-time work to strengthen Colorado's marginalized communities -- focused on learning, leading from behind, bridging traditional and historic and culturally- rooted Black philanthropy while not doing anything for community that they can do for themselves.

10:00 am - Workshop Session I Let’s Start the Conversation on Frontline Fundraising: How to get started, tactics to build and move relationships forward and how to stand out as a fundraiser (Chandelier Room) Lauren Wise and Jaime Marston Cook Join Lauren Wise and Jaime Marston Cook for a 90-minute interactive session around frontline fundraising. During this session, we will focus on tactical and practical aspects of doing the work, as told by two fundraisers with their boots on the ground each day.

The majority of our time will be spent on how to build a pool of major gift prospects, what to say when you make calls, how to get a visit, what questions to ask, and how to move relationships forward. We will also talk about the spirit and culture of philanthropy - and how we can stand out as fundraisers by nurturing relationships, leaning into our listening skills and making the experience better and different for our donors. Please come prepared to share your questions, thoughts and ideas!

Big Gifts Follow Big Vision (Ballroom) Emily Colbenson and Jacqueline Lindley This session will highlight how Children’s Hospital Colorado Foundation has been able to build philanthropic strategies to induce transformational philanthropy. Join us to learn how collaborative visioning, building a business case for support and leveraging purposeful partnerships have led to fundraising success, and how these learnings may be applied to your organization or institution.

Scan this QR code to complete evaluations of RMPI breakout sessions 5

SCHEDULE 11:50 am – Working Lunch Session Andrea Pacheco Equity and Fundraising: A Community-Centric Approach to Donor Communications Founded in 2018 by a group of Black Indigenous People Of Color (BIPOC) fundraisers, the goal of the Community-Centric Fundraising (CCF) movement is to support fundraisers and other nonprofit professionals in re-examining fundraising philosophy and practices they have been taught, engaging in vigorous ongoing conversations, and exploring fundraising methods that reduce harm and further social justice. The objective of this session is to introduce key concepts of the CCF approach, present tangible, CCF-aligned donor communication strategies, and spark thoughtful conversation. In this session, we will explore key criticisms of a donor-centric fundraising approach and offer strategies for introducing these concepts to your organization, donors, and stakeholders.

1:30 pm - Workshop Session II Awakening Conscious Leadership to be a Better Fundraiser: In a world changing at an exponential rate, the opportunity rises for the fundraiser to expand their capacity to lead - from the inside out (Ballroom) Tucker Wannamaker and Gloria Price The Awakening Conscious Leadership experience, created by neuroscientist Dr. Daniel Friedland and the THRIVE IMPACT team, leverages scientific research on navigating change, tapping our creative capacity, and even how we can unlock collective intelligence – through a facilitated peer to peer interaction. This Awakening Conscious Leadership experience will provide real-life tools and approaches you need to be a better, more impactful leader and fundraiser. The work is rooted in neuroscience, explaining how our brains process situations and a pathway to self-improvement through understanding what drives us.

Moving Nonprofit Mountains with the use of Artificial Intelligence (AI) (Chandelier Room) Sarah Tedesco In this presentation, we will discuss how the next generation of fundraising tools can make your life simpler and easier by demystifying AI. We will discuss the latest technological advancements made in fundraising and how these advancements can help you gain quick insight into your donors' or prospects' motivations. Join Sarah TeDesco for a lively discussion on the benefits and impacts of AI in your fundraising shop.

3:15 pm – Close of conference and happy hour

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MORE ABOUT AFP COLORADO CHAPTER Need CFRE hours? Our programs and

Are you looking for a new position? Be

audio webinars are approved

sure to check out the job postings on

providers. Be sure to check the email

the AFP website. Chapter Job Center -

you received for the CE tracker for RMPI

AFP Colorado Chapter (afpglobal.org)

2022 hours.

Are you or is someone on your staff Have you ever attended an AFP

30 or younger? AFP has a Young

Coffee Chat? We have returned in

Professional membership category to

person to Fluid Coffee Bar. Coffee

save on membership dues.

Chat is on the second Thursday of each month and is free for everyone.

Would you like to attend the AFP

Details at Coffee Chat - AFP Colorado

International Conference on

Chapter (afpglobal.org)

scholarship? If you have never attended before, you qualify to apply

Are you an AFP member but not quite

for our Chamberlain Scholarship.

sure how everything works? Do you

Watch the Thursday Thoughts email

have questions about scholarships?

or details.

AFP Colorado Chapter offers scholarships toward AFP membership,

Do you have some great ideas to

monthly program attendance, and

share? AFP Colorado Chapter

RMPI registrations. Email Anne at

welcomes committee members in all

amodlertmc@gmail.com with

areas. Learn more at https://commu-

questions.

nity.afpglobal.org/afpcocoloradochapter/aboutus23/new-item2

Stay in Touch with the AFP Colorado Chapter!

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KEYNOTE SPEAKER LaDawn Sullivan (she/her/hers)

LaDawn Sullivan has racial justice and community leadership in her DNA. The eldest granddaughter of long-time Denver civil rights leader Ruth C. Denny, LaDawn has centered the love of giving back, racial justice and her community in her professional work and personal life.

LaDawn has organized and supported social justice and racial equity through her various roles at The Denver Foundation for over 24 years. She created and directs the Black Resilience in Colorado (BRIC) Fund. She manages programs that support and increase the capacity of emerging leaders of color and their organizations including the Executive Directors of Color Institute, The Landscape Project, and EPIC (Elevating Philanthropy in Communities of Color). She uses her expertise in community engagement, inclusive leadership and racial equity practices across BRIC’s work with internal and external constituencies.

LaDawn previously served as a key staffer for the Hunt Alternatives Fund, a private foundation, and former Colorado Governor Roy Romer’s administration in the Office of Policy and Initiatives.

Passionate about elevating strategic giving in communities of color, LaDawn is the Chair of The Links, Inc.’s Philanthropy Committee (The Links Foundation) – a national Black women’s organization promoting sisterhood and community service. LaDawn is Immediate Past Chapter President of the Denver (CO) Chapter of The Links, Inc. She also serves on the Board of Directors of Philanthropy Colorado, a statewide network of foundations and charitable contributors.

LaDawn enjoys reading, singing and cooking for family and friends. She is the mother of two wonderful adult sons.

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FEATURED SPEAKER AT LUNCH Andrea Pacheco (she/her/hers) Vice President of Fundraising, Conservation Colorado Andrea has more than 17 years of experience in nonprofit fundraising. Prior to her role at Conservation Colorado, she was the Director of Development at Project Angel Heart and has also worked in annual giving and major gift roles at Colorado College and the University of Colorado Boulder. Andrea is a graduate of Smith College, a member of Community Centric Fundraising’s Denver chapter, and spends her spare time baking, biking, and camping with her wife and young daughter.

WORKSHOP SPEAKERS Emily Colbenson (she/her/hers) Chief Strategic Philanthropy Officer, Children’s Hospital Colorado Foundation Emily joined Children’s Hospital Colorado Foundation in August of 2020 and in her role, Emily leads strategy for the Foundation’s principal gift program and partners with Foundation team members on key gift conversations. In addition, Emily works closely with Children’s Hospital leadership on philanthropic funding priorities and opportunities, ensuring alignment and working to build-out bold visions to inspire transformational philanthropy. Previously, Emily worked for many years in philanthropy at the Mayo Clinic in Rochester, Minnesota where she led teams focused on philanthropic strategy, transformational giving and operational excellence. Emily also spent several years at Olmsted County in Minnesota, where she managed innovative teams focused on providing person-centered services for vulnerable families. Emily and her spouse, Troy, have six children and reside in Greenwood Village, CO.

Jacqueline Lindley (she/her/hers) Senior Director of Strategic Philanthropy and Hospital Partnerships, Children’s Hospital Colorado Foundation Jacqueline spent nearly a decade in sports and entertainment before making the move into the non-profit sector in 2010 with Children’s Hospital Colorado Foundation.

Since 2010, Jacqueline has worked in various roles including her most recent role as the Senior Director of Strategic Philanthropy and Hospital Partnerships. In this role, she is focused on strengthening the organization’s culture of gratitude and philanthropy through education efforts while working with hospital partners to understand institutional priorities and build strategic philanthropic opportunities to inspire donor interest and support. Jacqueline resides in Denver with her husband and two children.

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WORKSHOP SPEAKERS Jaime Marston Cook (she/her/hers) Director of Major Gifts and Planned Giving, STRIDE Community Health Center Born in Chicago and raised in Milwaukee, Jaime received a BA in Cultural Anthropology with a minor in Women’s Studies from the University of Minnesota in 2000. After traveling and living abroad for four years, she moved to Denver from Minneapolis, and immediately started fundraising for progressive causes around Colorado and throughout the United States during a critical election year. Shortly thereafter, she started working for Planned Parenthood of the Rocky Mountains, first in the health centers, then managed the affiliate’s internship and volunteer program, and ultimately joined the Development team, focusing on major gifts and elevating the Choice Affairs event series to new fundraising heights. She then joined Colorado Health Network as the Development Manager, and then spent four years with Cobalt as Development Director. She is a 2020 graduate of the Institute for Leaders in Development at the University of Denver. In April of 2022, she joined STRIDE Community Health Center as their new Director of Major Gifts and Planned Giving.

Gloria Price (she/her/hers) Executive Director, The Schlessman Family Foundation As a LatinX nonprofit fundraising leader, Gloria has a nearly 20-year career in the nonprofit sector raising over $50M to expand services and missions. Her investment with relationship building, plus short- and long-term strategies in conjunction with leadership training have resulted in being a connector. She uses her skills to help build and grow philanthropic communities through coaching on fundraising strategies as well as guiding the Schlessman Family Foundation to amplify impact in Denver communities. Gloria strives to build partnerships between donors and nonprofit leaders to build sustainability for their mission.

Sarah Tedesco (she/her/hers) Executive Vice President, DonorSearch Sarah helps direct operations, client success, and marketing. For the past 15 years, Sarah has enjoyed working with nonprofits of all shapes and sizes while assisting them to achieve their fundraising success. Sarah truly enjoys working on strategic plans, product development ideas, and collaborating with DonorSearch clients and partners. In addition, speaking at conferences and engaging with others in the industry is something Sarah regularly does.

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WORKSHOP SPEAKERS Tucker Wannamaker (he/him/his) Co-founder and CEO, THRIVE IMPACT For more than 12 years, he has been in a variety of mission-driven leadership roles including building an award-winning nonprofit marketing agency (that he sold), leading fundraising campaigns that brought millions in the door, years as an outside strategic revenue and change-management coach for nonprofits, and leading a start-up nonprofit through a challenging season of accelerated growth and onward to sustainability. For the last 12 years, Tucker has been in the trenches of nonprofits as a leader inside of Ashoka, Character.org, Youth Service America, and Wild Fire Tees. His expertise is in revenue creation, marketing strategy, strategic partnerships, philanthropic management, technology platforms, culture upgrading, and managing creative teams.

Lauren Wise (she/her/hers) Philanthropic Advisor, University of Colorado Anschutz Medical Campus With a personal passion for making a difference in the world, Lauren Wise enjoys seeing the way philanthropy transforms our world. Lauren attended The Ohio State University and graduated with a degree in strategic communications in 2012. She started her career in various roles in Ohio State’s communications and advancement offices, where she discovered development as a career path. In 2016, Lauren moved into a role at Cleveland Clinic overseeing their direct mail program and annual giving initiatives. During her time there, she launched a transformational change to Cleveland Clinic's annual fund to focus on pipeline development and stewardship. Lauren started her current role as a philanthropic advisor at the University of Colorado Anschutz Medical Campus in June 2018. Here, she serves as a gift officer and builds meaningful relationships with individuals who want to make an impact through their philanthropy, using discovery work and benefactor-centric best practices to open gift conversations.

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RMPI SCHOLARSHIP RECIPIENTS We are thrilled that we have 11 scholarship attendees at RMPI. Thanks to our sponsors – Past Presidents of AFP Colorado Chapter and Institutes of Leaders in Development – for making this experience possible.

Lily Ann Benedict Candy Elkind, St. Anthony Hillary Harding, Cleo Parker Robinson Dance Asha Holsopple, National MS Society Caleigh Isaacks, Project Angel Heart Candice Jones, Denver Health Foundation Lindsey McConnell, Butterfly Pavilion Kevin Mullin, Salvation Army Tara Petersen, Kuda Vana Partnership Kaleigh Radebaugh, Rise Against Suicide Andrea Tagtow, Advocates for Children, CASA

AFP Colorado Chapter Past Presidents

Join us for this upcoming event: November 15 – Fundraising Strategies to Manage Inflation and Prepare for Recession Presentation with Bill Stanczykiewicz, The Fund Raising School, Indiana University

Join us on November 10 for a hybrid celebration for

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 online at afpcc.org.

Home - AFP Colorado Chapter (afpglobal.org)

the National Philanthropy Day in Colorado 2022.

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Thanks to Our 2022 RMPI Committee Co-Chairs Carson Maczuzak, CFRE, Cystic Fibrosis Foundation Meghan Vargas, CFRE, Firehouse Subs Public Safety Foundation Committee DeAnn Acosta, CFRE, AFP Colorado Chapter Lily Benedict Chelley Canales, The Gala Team Cheryl Dotson, The Meeting Edge Michelle Hektor, American Water Works Association Raffael Hoffmann, Laradon Sarah Swanson, Swanson Consulting

AFP Chapter Office PO Box 24745 | Denver, CO 80224 | 303.394.6388 info@afpcc.org | www.afpcc.org