Event Archives / 2008-13December 2013FundamentalsHow Can We Energize Our Donors to Give Again?Susan Hoover Miller, CFRE In fund raising, we focus a great deal of attention on developing and maintaining relationships with our donors. What are the key elements needed to be successful with this? Join us for a fun, interactive discussion of how we can connect to our supporters in meaningful ways. We'll place particular emphasis on the step that offers our best relationship-building opportunity -- saying thank you promptly and thoughtfully.

Susan Hoover Miller, CFRE, is President of a fund raising consulting firm, Susan Hoover & Associates. During her 26 years as a development professional, Susan has specialized in major gifts, capital campaigns and board development. Her expertise also includes strategic planning, feasibility studies, and developing marketing plans. In 2000, she was honored as the "Outstanding Fund Raising Professional" by AFP-OC.

Susan has led development efforts at several Orange County nonprofits including Human Options, Segerstrom Center for the Arts, the Laguna Playhouse and the Ocean Institute. Currently, she serves as Director of Development for the Delhi Center in Santa Ana.

LuncheonBecoming a Big Idea OrganizationTim Shaw, THINK TogetherMost nonprofit mission statements describe almost herculean aspirations--ending homelessness, curing disease, stopping child abuse. Too often, however, the tactics employed to pursue these lofty aspirations aren't nearly as grand. Big problems and big missions require big solutions. And big solutions require big ideas. But how? How can your organization enact processes and systems that gear the culture toward the generation, implementation and sustainability of big ideas in programming, partnerships, revenue and results? Tim Shaw has been doing this for nearly 25 years and will provide practical information about how you can start realizing your highest aspirations.

October 2013FundamentalsEthics FundamentalsViki Barie, CFREEthical standards and principles are the foundation for maintaining public trust, for every AFP member. AFP provides a self-governed process for addressing ethical concerns. Learn more about Donor Bill of Rights, AFP professional conduct, online tools and assessments, as well as some sticky situations that happen to fundraisers.Viki Barie is currently Director of Development for Major Gifts at St. Joseph Hospital Foundation in Orange, CA. Viki has extensive experience in annual giving, special events, grantwriting, volunteer development, and non-profit management. She is a fund development trainer for the Association of Fundraising Professionals (AFP), the Association of Healthcare Philanthropy (AHP), and other professional entities. She served as co-chair of the AFP Orange County Chapter 2001 National Philanthropy Day. Viki is also a past AFP Chapter Treasurer, and Past President of the AFP Orange County Chapter. In 2011, Viki was named Outstanding Fundraising Professional for the AFP Orange County Chapter. She has held the Certified Fund Raising Executive (CFRE)

credential since 1993, and is completing her Certified Specialist in Planned Giving credential in 2013.

LuncheonEthics in the Nonprofit SectorJohn Scola, CFRE Is there such a thing as “tainted” money?What measures are in place to ensure funds are used according to a donor’s intent?  Is there anything wrong with paying a commission to fund raisers?

For many fundraising professionals, the answers to these questions may seem simple…until you confront them head-on in a real life scenario.  Come join us for a lively program addressing the real world of ethics and fundraising.  Bring your energy, your experiences, your common sense and sense of humor for this fun and informative meeting.

Our program this month is presented by John A. Scola, CFREExecutive Director, MUZEO Foundation

September 2013FundamentalsDonor-Centered LeadershipHow to Build a High-Performance Fundraising TeamIn this provocative new address, Penelope tackles one of the not-for-profit sector’s most frustrating and costly problems – the high turnover rate of fundraisers. Backed by four years of research with more than 16,000 professional fundraisers, CEOs, Board members and donors, Donor-Centered Leadership offers surprising statistical evidence about why good fundraisers – both professional and volunteer – move on prematurely and what it will take to keep them on the job longer and working productively. In plain language, Penelope shows employers how they can easily measure the real cost of premature staff turnover and the financial benefits of bringing this pressing problem under control. This address is not just for employers and decision-makers. Donor-Centered Leadership reveals what will inspire longer tenure among young fundraisers. Penelope illustrates a compelling case for helping them gain experience and realize their goals more quickly in order to address the coming exodus of top fundraising managers who are already on the verge of retirement. Highlights: why fundraisers leave; what makes a great boss; how to hire for long term loyalty; which employee benefits and working conditions really influence staff retention and which simply drain the budget; how to “hire” board members who will raise money; how to use your CEO more effectively; how staff turnover affects donors; what fundraisers need to know before they move from one job to the next.

LuncheonAssume NothingThe 2013 Cygnus Donor Survey of 25,000 donors... where 25,000 donors said where they are taking their philanthropy this year  In a rapidly evolving world, fundraising cannot shield itself from change. But making the right choices when resources are so limited and competition so fierce is the challenge that every not-for‐profit faces. Luckily, your donors can point you in the right direction.

Join author, speaker and fundraising futurist, Penelope Burk, as she unveils brand new research conducted earlier this year with thousands of American donors about what they want from their philanthropic relationships in 2013, what it will mean for your bottom line, and how you can help your organization get out in front of the trends. In this session attendees will learn: Donor Communicationhow fundraisers can differentiate key messages to capture the imagination of young, middle-age and older donors

Donor Acquisitionwhere new donor acquisition has vibrant potential and where fundraisers shouldn't waste their precious resources

Not-for-Profit Websiteswhy the most independent donors give the most generously and how not-for-profit websites can become better at capturing their attention

Monthly Givinghow fundraisers can inspire more monthly donors up into major and planned giftsFundraising Eventsthe surprising philanthropic potential of donors who sponsor friends and family members in "thons" and other events

August 2013FundamentalsPhoning 101Consistent language reinforces your brand awareness and professional identity. It sets the tone of your communications with both internal and external audiences. So, even though your overall message may change based on your audience, repeating the same words and phrases are critical whenever you write or talk about your products and services. Believe it or not, you can make phoning fun. These time-tested habits will increase your appointment setting skills.   Paul Glowienke, MBA; Financial Advisor, Northwestern Mutua is a seasoned professional in financial security with a broad understanding of business practices.  Hi MBA in Finance helps him navigate balance sheets and income statements while his multi industry experience helps him to better understand his clients' obstacles and objectives.  He believes philanthropy improves our collective good fortune and thinks his work with charities makes a real and tangible difference in our society.  His practice at Northwestern Mutual is designed to offer value to his clients by helping them protect their treasured families and accumulate wealth to provide for a more secure future and leave a lasting foot print in the charitable arena.

LuncheonEngaging the Next Generationof PhilanthropistsTodd Hanson, Orange County Community FoundationThis is a unique time for fundraising professionals.   Never before has there been four generations actively involved in philanthropy at the same time.  We are all now working with Traditionalists, Baby Boomers, Gen X and Gen Y (Millenials).  The good news is each generation is philanthropic, however they each have individual preferences for how they are engaged by nonprofits, and to engage with them effectively takes special planning and efforts.  Todd will be sharing tips and suggestions he has learned in his 12 years as VP of Donor and Community Engagement with the

Orange County Community Foundation.  You will learn some practical ideas that your organization needs to be aware of to effectively steward multiple generations of philanthropists.  

July 2013FundamentalsThe Fundamentals of a Meaningful Relationship Network

Dave ElliottPresident/CEO of the Santa Ana Chamber of Commerce

Plan to attend this informative session on relationship networking, an important topic that is inherent in every fundraiser’s toolbox. Dave Elliott will describe the nature of a relationship network. He will also address why it is important, describe the right frame of mind that is needed and discuss the 7 key elements that make up the relationship pyramid.

LuncheonEngaging High Net Worth DonorsA Bank of America StudyMichael Wagschal, Senior Vice-PresidentU.S. Trust, Bank of American Corporation,Bank of America Merrill Lynch

The most recent Bank of America study on high net worth philanthropy offers unique insights into the giving forecasts, motivations and shifting behaviors of America’s wealthiest households. Michael Wagschal, SVP at U.S. Trust, Bank of America Corporation, shares the results of the study, and helps us develop  deeper understanding of giving trends, strategies and traditions among wealthy donors. To put the importance of giving by wealthy donors into context, of the nearly $300 billion donated last year by individuals, roughly $105 was given by the wealthiest 3% of American households.Michael will discuss significant shifts as well as consistent trends in the attitudes and giving priorities of the wealthy, including the nonprofit sectors they support, how they direct their largest gifts, what motivates them to give, why they stop giving, and their family and holiday giving traditions.

June 2013 – Kay Sprinkle Grace at OneOC

May 2013FundamentalsThe Power of WordsWhat I Wish I Had Known When I First Began My Fundraising Career

Have you ever thought about the different message you send by exchanging one small word for another? Or how the words you choose impact your professional reputation? “Think before you speak,” are words of wisdom that we must take to heart as fundraisers. How you communicate, both verbally and through the written word, not only paint a picture of you as a professional, but also the image of your organization. Join us for an interactive session to discuss the power of words and how we can present ourselves and our organizations in the best way possible.

Elissa OranskyMSW, Distinguished Giving Director, American Cancer Society

LuncheonRaising More MoneyLessons Fundraisers Can Learn from Apple's Steve JobsStephen Christensen, ACFREExecutive Vice President, External Relations, Concordia University Irvine and Founder, Teen Entrepreneur Academy and Faith and Work Life If you are looking to raise more money this year than you did last year (and who isn’t?)  then there are some fund raising insights and tips we can learn from Apple’s visionary CEO Steve Jobs.  While for-profit businesses and not-for-profit organizations have different operating systems and exist for very different purposes, we also can appreciate what we can learn from successful entrepreneurs who changed the world.   Join is for lunch and learn insightful business principles and best practices worthy of examination by fund raisers. We will discuss the application or modification of business lessons from Steve Jobs such as vision casting, inspiring a team, implementing a plan, obtaining followers and meeting customers’ needs.  Let’s explore together how these entrepreneurial practices could help us raise more money. 

April 2013FundamentalsCreating a Development Strategic PlanThe road map for long term successAlan Pearson, CFREUnfortunately, the overwhelming majority of non profit organizations, large and small, operate without a true development strategic plan. Many simply lack the staff or expertise to create a plan. However, the development strategic plan is the road map to long term fundraising success and no NPO should be without one.In this Fundamentals session you will learn the basics of creating Development Strategic Plan including:The importance of creating your overall development Philosophies and Strategies.How to create policies and procedures for gift acceptance, gift processing, donor recognition, privacy, confidentiality, prospect/donor research and why every NPO must have them.What should be included in a Case for Support and how to create one.Creating or enhancing your major gift program with a systematic approach to a Donor Contact PlanWhy you need a Monthly Giving program and how to create one.Creating and implementing best practice principles and strategies for direct mail and email campaigns.Steps for creating a system to evaluate the success of your development efforts.Alan V. Pearson, CFRE has two decades of experience in philanthropy and a proven history of leadership and fundraising results.

Luncheon

Fundraising for a Capital CampaignTips from a Model Developed by The Discovery Science Center

  with Celeste Signorino and Sean Fitzgerald, Discovery Science Center

Learn how Discovery Science Center (DSC) developed a capital campaign to open a new facility to fill the gap in STEM (science, technology, engineering, and mathematics) education in Los Angeles. Late last year DSC received Los Angeles City approval to open a second facility, tentatively known as DSC-LA, in the San Fernando Valley.

Discovery Science Center (DSC) is Orange County’s nonprofit organization dedicated to educating young minds, assisting teachers and increasing public understanding of science, math and technology through interactive exhibits and programs.

Celeste Signorino is the Director of the Capital Campaign and Sean Fitzgerald the Director of Strategic Development for DSC. Celeste will discuss the Center’s approach to fundraising and the ongoing Capital Campaign. Sean will describe the Center’s history of partnerships with public agencies on education outreach programs. And both will describe how these models will be applied to the Center’s addition of a new facility on a site at Hansen Dam.

March 2013Fundamentals - Submitting a Strong Nomination for National Philanthropy DayVictoria Collins, Ph.D., CFP

This coaching session is for Executive Directors, Development Officers and all fundraising staff on how to submit a great nomination for National Philanthropy Day 2013.  The workshop will address how to best present your nominee, the correct category for your submission, tips to strengthen your nomination, frequently asked questions, common mistakes and much more.  Join us for this informative session and stay for the luncheon.

Luncheon - A National Philanthropy Day Special SessionThe Heart of the DonorPersonal Stories of Philanthropy

Joann Leatherby and Joe Lins, 2012 Outstanding Honorees from National Philanthropy Day share their personal stories, providing insights on the Heart of the Donor.

Joann Leatherby has a passion for academia and has been a Chapman University supporter for decades. She has played a key role providing comprehensive vision for Chapman’s future including spearheading the campaign to build Leatherby Libraries. Also a supporter of disadvantaged children, as a representative of the Juvenile Diabetes Research Foundation, and an arts supporter of South Coast Repertory Theatre and the Segerstrom Center for the Arts, Leatherby has had a wide-ranging impact in OC.

Joe Lins has made a significant impact on nonprofits, including as co-owner of Century 21 Discovery in Fullerton through running free ads for area nonprofits on a billboard at a busy street corner and hosting Century 21 Discovery’s Annual Charity Dinner & Auction events, which has raised $215,000 over 17 years. On the Board of Directors for St. Jude’s Memorial Foundation, under Lins chairmanship, St. Jude’s capital Campaign for Excellence reached its $50M goal in 2009.

February 2013FundamentalsSmall, But MightyDeveloping a Major Gifts Program in a Small Fundraising ShopA small shop often has big fundraising requirements.  Your budget and resources aren’t the same as the big organizations.Your shop may be called upon to work harder and longer than a full fundraising staff or department – and still be asked to produce some high volume results.How do you manage it all?  How does the small shop make a big impact?Our February Fundamentals is all about how to be Small, But Mighty.Catherine Spear will lead you through best practices for small shops, including Smarter, Not Harder, Seven Things Never to Do in a Small Shop and The Art of Leverage.

Luncheon - MUCKENTHALER:  A Non-Profit Success StoryLearn how the Muckenthaler Cultural Center in Fullerton doubled its budget and tripled its programs in three years during the worst economy since the great depression.  Zoot Velasco, Executive Director of “The Muck”, will outline steps that paved the path to astounding growth in lean years.  He will tell the tale of his journey which has become the subject of a new book, The First Hundred Days: Leading Nonprofits Out of The Wilderness. Speaker: Zoot Velasco

January 2013Fundamentals - The Joy of Being Certified as a CFRE If you’ve ever considered becoming a Certified Fund Raising Executive (CFRE), hesitate no longer. Becoming a CFRE is an excellent personal and professional goal. Presenters Frances Rozner, CFRE and Heather McKenzie-Densmore, CFRE, will provide the what, why and how, along with encouragement and answers to your questions.

Our Presenters

Frances Rozner, CFRE, and Heather McKenzie-Densmore, CFRE

LuncheonStorytelling for a PurposeJulie Holdaway (substitute speaker for Tim Shaw)

Join Us on Wednesday, December 12, 2012

for the next monthly chapter meeting of the Association of Fundraising Professionals, Orange County Chapter

This is a Members-Only Meeting$35 for Members

Special LuncheonNoon - 1:30 p.m.

2012 Year-in-Review: Join us for a Social Celebration

Have some fun and enjoy a few surprises. The Holidays are upon us. Let’s relax, take time to network with friends, celebrate and look at our chapter’s 2012 accomplishments. From the education programs we have provided, the number of new CFREs in our chapter, to our tremendous National Philanthropy Day event, we have much to celebrate. As always, lunch is served with our annual December tradition of delicious desserts – the best of any meeting in the year!

Join Us on Tuesday, October 23, 2012

for the next monthly chapter meeting of the Association of Fundraising Professionals,

Orange County Chapter

$35 for Members, $45 for Non-Members (discounted rates until Friday, October 19, 2012)

(meetings are OPEN to all)

Luncheon Presentation Noon - 1:30 p.m.

Is BIGGER Really Better?

For many fundraising professionals, career aspirations are aimed toward working in a large department of development or

advancement. Many of these organizations (especially large universities and hospitals) may have teams of 50 – 100

professional fundraisers, or even more. But is “bigger” really “better”? Join us next week when a panel of veteran development

officers discuss the pros and cons of the “big shop” vs “small shop”.

We have a stellar panel for this topic, including

Dr. Flynn Andrizzi

(the newly appointed) President of the Hoag Hospital Foundation

Becky Lomaka

Director of Fund Development at Age Well Senior Services

Don’t miss this discussion about exciting career options.

Join Us on Tuesday, September 25, 2012

for the next monthly chapter meeting of the Association of Fundraising Professionals,

Orange County Chapter

$35 for Members, $45 for Non-Members (discounted rates until Friday, September 21, 2012)

(meetings are OPEN to all)

Luncheon Presentation Noon - 1:30 p.m.

Let’s Talk about “Ethics”

The accountable fundraiser has many roles and responsibilities: We are committed to observe professional practice guidelines

in cultivating, soliciting and stewarding donors and volunteers for our nonprofit organizations. These duties also include

following the ethical guidelines embodied in the AFP Code of Ethical Principles and Standards. So; how are we doing with

“Ethics?” This session will examine ethical conduct for our organizations, our boards, our volunteers and supporters, and for us

fundraisers. And, to review real ethical issues, we’ll examine a few “ethical dilemmas”.

Our speaker will be our own Jim Greenfield, ACFRE, FAHP, a veteran fundraiser with 40 years experience as a fund

development staff member at three colleges and universities and five hospitals and medical centers. Following retirement in

2001 from Hoag Hospital as Executive Director, Hoag Hospital Foundation, Jim continues to serve nonprofits and the

fundraising profession with speaking, teaching, volunteering, writing and consulting services. He is the author and editor of

several books including “Rights of Donors”, chapter 2 in “Fundraising Ethics: A Guide for Nonprofit Boards and Fundraisers”

(Wiley, 2008).

Fundraising Fundamentals 10:30 a.m. - 11:30 a.m.

The Role of Special Events in a Fund Development Plan

What are special event best practices, and how can you make sure your event is a success? Are your events one part of a broad-based annual fund plan or are they your entire annual fund plan? What are the most effective roles for volunteers, the board, and the staff? How do you find and engage sponsors? How and where do in-kind contributions fit best? If you do not have a budget plan, how to you manage for maximum net return? What ethical issues will you face as you sell and operate your event? And what is different when you are involved in a major event like the Toshiba Classic golf tournament?

Join us for a lively discussion led by Jake Rohrer and Jeff Purser. Jake has 30 years of development experience as a volunteer, board member and staff member for Hoag Hospital Foundation. He is now retired and does consulting and coaching for clients of Executive Service Corps and The Olin Group. Jeff Purser has 23 years of marketing and management experience with professional sporting events in Ohio, Florida, Michigan and California. He is the Executive Director of Hoag Charity Sports Events and has been the Executive Director of the Toshiba Classic for 15 years.

Tuesday, August 28, 2012Everyone is Welcome

Luncheon Presentation Noon - 1:30 p.m.

Maximizing the Diversity of your Non-Profit Organization

A Stellar Panel of Non-Profit Executives and Leaders from Diverse Cultures

As Orange County continues to increase its diversity, it is more important than ever to explore ways to diversify your Board of

Directors and your Donor Base. Come and hear how to reach more of Orange County in this informative session.

Your Expert Panel

Ammal Elhaddad, Moderator

Multi-Ethnic Collaborative of Community Agencies

Dr. Miguel Gallardo

California Latino Psychological Association

Dr. Maryam Sayyedi,

OMID Multicultural Institute for Development

Gloria Reyes

Abrazar

Ellen Ahn

Korean Community Services

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Fundraising Fundamentals 10:30 a.m. - 11:30 a.m.

Pie and Passion: Marketing to a Diverse Community Linda ZimmerFundraising happens when people and mission connect. Making that connection is what marketing is about. In this Fundamentals session we’ll discuss tuning into and making that connection when donors represent an increasingly diverse community. If you feel your marketing has gone stale, isn’t connecting with new audiences, or have innovations to share, join in this conversation.

Linda Zimmer is president and CEO of MarCom:Interactive. She is a marketing and business strategist, specializing in reinventing business practices and marketing for the modern age. She has been serving an international clientele of corporate, non-profit and public brands for more than 25 years. She sits on the board of directors for AccessOC and the advisory board of Web Wise Kids. She is co-publisher of online magazine, Adoption Voices Magazine and is a trainer for the State of California’s Cooperative Personnel Services.

Linda is also founder of the Modern Media Leadership Institute, an organizational development, training and research institute on trends in digital media and consumer behaviors. She is a media source on digital media topics for outlets such as US News and World Report, Forbes, Computer Weekly, and Forrester Research. Ms. Zimmer’s clients include Johnson & Johnson, the FDA, Nike, Heinz, Hyatt, Nokia, U.S. Forestry Services, Taco Bell, as well as a myriad of non-profits and government agencies.

Tuesday, July 24, 2012Everyone is Welcome

Luncheon Presentation Noon - 1:30 p.m.

Creating a Culture of Philanthropy at Your Organization

Janet Levine and Chuck Trinone

Successful organizations tend to be those where the people involved—clients, staff, volunteers—feel that they have a

relationship and a stake in the organization. Giving back via a charitable gift (of time, talent and/or treasure) is arguably the

strongest way to create and strengthen this relationship.

This interactive presentation will help the non-profits present to

1) Assess their philanthropic culture

2) Find ways to create such a culture or to strengthen what exists

3) Understand the practical reasons why such a culture is important

Janet Levine started her consulting company in 2007 after almost 20 years as an advancement professional in the

nonprofit sector. Her “in the trenches” training provides a solid base from which she can help to propel her clients, helping

them to increase their fundraising capacity and build stronger boards. Because she has been there, has had much success—

and made every mistake in the book-- Janet is able to use her experiences and skills to help her clients navigate their real

world challenges.

Prior to opening Janet Levine Consulting, she was Vice President of Advancement at CSU-Dominguez Hills. She also served as

Dean, External Relations for Pasadena City College and was Executive Director of the Foundation at El Camino College. She

also held senior development positions at AFI, the University of Oregon, the Reason Foundation, and at USC. In addition to

her consulting, Janet regularly teaches at the Center for Nonprofit Management and in many other places.

Chuck Trinone is a successful fundraising campaign expert. Religious, education and community leaders rely on him to accomplish their financial

goals and achieve their dreams. Since 1995, he has raised over $227 million dollars for annual, debt reduction, endowment, new construction, programs and services, and stewardship projects on the West Coast. CTConsultants is his fundraising consulting service that supports, faith based, education and social civic causes and campaigns. Prior to opening CTConsultants he was a

consultant to Development Services Group and other consulting firms.

Chuck is a former AFP-OC board member and still participates in AFP’s Orange and Los Angeles County Chapters. He is a founding and current

member of Career Renewal Ministry, which has assisted over 700+ unemployed and underemployed find work since 2008, and a founding

member of his church's stewardship board. He also volunteers with Share Our Selves (S.O.S) and the Self Help Interfaith Program (SHIP).

Fundraising Fundamentals 10:30 a.m. - 11:30 a.m. Creating and Growing Your Annual Fundraising Plan a.k.a. “Preparing for Successful Fundraising”

Jill Lynn Senecal Principal, Jill Senecal & Associates

The need to raise an ever increasing amount of funds is common to all organizations and institutions. Whether your organization is a start-up or one that is celebrating many years of exceptional program and service delivery, the competition for financial support and donor loyalty is as fierce as ever. This Fundamentals Sessions will address what needs to be done to develop an annual fundraising plan that works. The session will cover such topics as 1) delineating reliable facts about the current and future conditions of the organization; 2) solicitation and gifting strategies; 3) identification of which core elements of the organization are critical to being in place for success in fundraising; 4) key issues that must be addressed in the fundraising plan and expected outcomes, and 5) basic elements of a fundraising plan

About Our Speaker

Jill Senecal, MA, CMP (formerly Bailin) provides professional assessment, planning, and resource development services. Jill helps clients who need to initiate or revitalize their fundraising and revenue development solutions, often impacting their organizational culture and infrastructure. Jill has 30 years of successful experience as an evaluator, planner, trainer, and implementer, who specializes in fundraising, grant writing, and organizational development solutions. Since 1992 she has personally consulted with over 100 nonprofits, and helped them raise over $68 million. As a skilled project manager, she takes great pride in producing big results. Jill has a multifaceted background enabling her to take a hands-on approach and be personally involved in facilitating client needs.

Tuesday, June 26, 2012Everyone is Welcome

Luncheon Presentation Noon - 1:30 p.m.

The 2012 AFPOC Outstanding Fundraising Professional

Award

Every single one of us has the power for greatness,

because greatness is determined by service – to yourself and to others.

– Oprah Winfrey

The AFP Board of Directors is proud to announce an award for excellence in our fundraising profession. We have many

individuals in our chapter who exemplify a life of service to nonprofits in our community. The Outstanding Fundraising

Professional Award is a way for our chapter to honor a few of those outstanding individuals and then select one person for the

Award. It was established in 1987 and 17 professionals have received the award since that time.

You will have an opportunity to meet some of them on June 26th.

Please join us and support all honorees – past and present.

Fundraising Fundamentals 10:30 a.m. - 11:30 a.m. Ethics for the New FundraiserExploring the Characteristics of the Best in Our BusinessJim Greenfield. ACFRE, FAHPThe first few years present several challenges beginning with learning about the “cause” of the new employer, their current fundraising programs, meeting new volunteers, donors and prospects, and more. Nonprofit organizations and their fundraising activities observe a strict culture, one that is based on trust. Today, there is heightened scrutiny from governments, the media and the public about nonprofits operations that must abide by the highest ethical standards and avoid even the appearance of impropriety. This session also will review the contents of “A Donor Bill of Rights” and the “AFP Code of Ethical Principals and Standards” as well as the several “ratings” and scores used by various “watchdog” groups in public reports on nonprofit conduct.

Our speaker will be Jim Greenfield, ACFRE, FAHP, a veteran fundraiser with 40 years of experience as a fund development staff leader. He retired from Hoag Memorial Presbyterian Hospital in February 2001 after 14 years as Senior Vice President, Resource Development and Executive Director, Hoag Hospital Foundation. Jim continues to serve nonprofits and the fundraising profession with speaking, teaching, volunteering, writing and consulting/coaching services.

Tuesday, May 22, 2012

Everyone is WelcomeLuncheon Presentation Noon - 1:30 p.m.

Achieving Greatness An Insider’s Guide to Children’s Hospital Los Angeles’ Success Claudia Looney, FAHP, CFRE Senior Vice President, Development at Children’s Hospital Los Angeles

Success is often situational. However, hard work, big ideas, strategy, teamwork, leadership and a little luck go a long way towards achieving a big fundraising goal. Claudia will share an insider’s look at the transformational campaign she led at Children’s Hospital Los Angeles. Her insight about how they got there and lessons learned along the way is something you certainly will want to learn about. Discover how the institution’s leadership, commitment to the cause and boundless enthusiasm interacted to create this 10-year, $1 billion campaign- the largest ever for any free-standing Children’s Hospital in North America. About Our Speaker Claudia A. Looney manages all aspects of the fundraising activities and the capital campaign that raised more than $1 billion dollars at Children’s Hospital Los Angeles. Previously Claudia held leadership positions with Northwestern Memorial Foundation in Chicago, CalArts, Saddleback Memorial Foundation, and Orthopedic Hospital. She began her career at the YWCA and Camp Fire Girls. She is past chair of AFP Foundation and a member of its International Ethics Committee. Her many recognition awards for 45 years of fundraising experience include: the 1994 Fundraiser of the Year for Orange County; the 1996 Fundraiser of the Year for Los Angeles County; and YWCA’s Woman of Distinction for Orange County in 2004. In addition, AFP presented Claudia the 2012 CCS Award for Outstanding Fundraising Professional and the Fundraising Professional of the Year 2012 award. Fundraising Fundamentals 10:30 a.m. - 11:30 a.m. The Five Tool Fundraiser: Exploring the Characteristics of the Best in Our BusinessChristopher LooneyCorporate Vice President and Managing Director, Community Counseling Service (CCS)Are you one of the professionals who views closing gifts and raising money as the only skills that really matter in the development profession? Chris Looney will explore other skills that are of equal value,

especially for those responsible for running their own shops. Development professionals who are able to raise money, manage up, manage down, work effectively with volunteers, and be strategic are rare and tremendously valuable. They are perhaps the best and most talented fundraisers and are what Chris considers Five-Tool Fundraisers. Join this active discussion and learn more about the skills necessary to raise money in a positive and collegial environment. You will also learn how to do it ethically and sustainably to maximize every opportunity for the institution to continue its own advancement philanthropically far into the future.

About Our Speaker Chris Looney joined CCS in 1998 and has the responsibility for overseeing the company’s operations in southern California. He has more than 16 years of experience working with some of the most well-known non-profit organizations on major fund-raising initiatives and has assisted more than 100 organizations with audits, studies and campaigns. Chris’ clients have included hospitals, schools, churches, international and regional social service agencies, and civic institutions. He is a member of the CCS Training Institute faculty and remains actively involved in the Association of Fundraising Professionals throughout southern California. He currently serves on the boards of the AFP Orange County chapter and the AFP International Foundation. Chris earned his B.A. from Princeton University.

Tuesday, April 24, 2012Everyone is Welcome

Luncheon PresentationNoon - 1:30 p.m.

Transforming You and Your Organization: Tapping into AFP Resources

Larry Hostetler, CFREDirector, Chapter Services, Western U.S., Pennsylvania, North & South Carolina

Have you ever needed help with a certain fundraising topic? What about the latest information on current salaries to take into your annual review? Or perhaps you need statistics for a

research project. Maybe you need help in finding a new job. You might just need someone to talk to, someone who will let you ask that stupid question.

Become a better fundraiser by joining us this month to learn from Larry Hostetler- a fundraiser with three decades of experience. Larry will present an informative, fun, and fact-filled review of the benefits and resources available to you through AFP whether you are an AFP member or

not. Learning how to advance both your organization and your career is especially critical in this economic climate.

Fundraising Fundamentals10:30 a.m. - 11:30 a.m.

Larry Hostetler, CFREDirector, Chapter Services, Western U.S., Pennsylvania, North & South Carolina

Top 10 Things You Didn’t Know About AFP Misconceptions will be dispelled, rumors confirmed and debunked.

Attend this session to get the surprising inside scoop that every fundraiser should know about AFP.

About Our Speaker As the Chapter Services Director for the Association of Fundraising Professionals, Larry

Hostetler's territory includes the western U.S., Pennsylvania, and North and South Carolina, providing services and visits to 67 chapters in five time zones. His career includes both

fundraising and executive director positions and spans over three decades and communities from coast-to-coast. His service to AFP includes Chapter Boards in medium, large, and small chapters. He has also served on AFP International committees, most recently chairing the

Chapter Support Subcommittee in the Membership Division. Larry enjoys sports (particularly baseball, where he is a fan of his hometown Cincinnati Reds), reading, and travel.

Tuesday, March 27, 2012

Luncheon PresentationNoon - 1:30 p.m.

The Great Paradox: The Board and its Fundraising Role

It’s one of the worst-kept secrets around, and yet it’s very common.

While most everyone agrees that the board needs to play some kind of role in the bottom line, the harsh truth is that doesn’t

mean board members will automatically enjoy fundraising – or even be very good at it. Deirdre Maloney will provide a

practical framework and real-life tips on how to create and execute a fundraising strategy for the board – one that creates

energy and eases the tension for all involved. She will address some vital questions: How to use the passion of board

members to raise money for the organization? What’s the best way to establish and monitor board giving policies? How can

staff and board members work together for the overall fiscal health of the organization?

About our Speaker

Deidre Maloney

Deirdre Maloney proudly runs Momentum, LLC, which helps nonprofit organizations meet their missions through better business. Through presentations and corporate

trainings, as well as customized services like strategic planning, board development, and marketing services that improve the bottom line, Deirdre helps organizations meet their

goals…and helps their leaders sleep better at night. In addition to her work through Momentum, Deirdre teaches marketing for the University of San Diego’s School of

Leadership and Education Sciences. Her writings and articles have appeared in a number of print publications and her blog on leadership is a hit.

Her book, The Mission Myth, was released in November 2011.

Tuesday, February 28, 2012

Luncheon PresentationNoon - 1:30 p.m.

Effective Donor Relations Strategies

Retaining donors is a challenge for many nonprofits and a surprisingly high percentage of donors don’t make a second gift. That’s unfortunate since it is easier and cheaper to retain donors and even upgrade them gradually to a higher giving than to find and

cultivate new ones. The best strategy is to know how to keep the donors you have. In this session Todd will be sharing successful donor relations (and foundation relations) tips and strategies that produce great retention results and can be easily implemented.

About our Speaker

Todd HansonOrange County Community Foundation

Todd Hanson is vice president of donor relations and programs at the Orange County Community Foundation. He visits more than 100 local nonprofit organizations each year to stay informed on the latest programs, services and results. This past year he helped to

facilitate nearly $30 million in granting for OCCF. Todd has more than 20 years of experience in nonprofits, including 10 years at OCCF, and is the former executive director of Camp Fire USA in Orange County. He is a graduate of California State

University, Fullerton.

Tuesday, January 24, 2012

Luncheon PresentationNoon - 1:30 p.m.

Chewing Gum and WalkingCommunicating, Connecting, and

Creatively LeadingJon M. Wagner, CFRE

We never do just one thing at a time. In fact, the extent to which we optimize positive results from multiple activities is a good measure of our leadership. Adapted from a

presentation created by Sherry Schiller, Ph.D., Jon will host a “game” that will help you achieve your goals by learning strategies to help create trust, improve communications,

build constructive relationships, galvanize commitment, and inspire focused action.

Fundraising Fundamentals10:30 a.m. - 11:30 a.m.

Why Join?Getting the Most Out of Your AFP

MembershipJon M. Wagner, CFRE

Jon will lead a discussion around the benefits of membership in the Association of Fundraising Professionals. Many aspiring fundraisers know of the networking and

education opportunities provided by attending monthly chapter meetings. There are other significant benefits as well. Come find out about what you’re missing. Even current AFP

members may discover some hidden treasures.About Our Speaker

Jon M. Wagner, CFRE, is AFP OC’s 2012 President. Jon is the Senior Major Gifts Officer for St. Jude Memorial Foundation in Fullerton, California. Jon’s past associations include Arts Orange County, Fullerton Historic Theatre Foundation, Laguna Playhouse,

The Wooden Floor, and Segerstrom Center for the Arts. He and his wife, Nancy, reside in Yorba Linda, California where they raised three daughters.

December 6, 2011

Key Tasks for Fundraisers at Year-End

Tuesday, December 6 - Orange County Chapter Meeting

(Members - Register by Friday at Noon to Receive Your Discount)Luncheon Session Noon - 1:30 p.m.

Were you planning to simply cruise into 2012?  Fly by the seat of your pants?  In this session, Larry Buck, ACFRE will outline the key tasks you must accomplish before year-end to finish

2011 strong and the plans you must put in place to kick off 2012 aggressively.

About Larry Buck

The Jesus Film Project and Campus Crusade for Christ has been the beneficiary of the work of Larry Buck, ACFRE, for the past 34 years. Larry's innovation and leadership have not only

helped the organization but have blazed a trail for other non-profits both nationally and internationally to raise funds and enhance their profiles. Larry was the#43 ACFRE in

2000. Larry's innovation has been instrumental in the areas of gift catalogs,donor analysis and segmentation, compliance, stewardship and cultivation.  In his tenure at the Jesus Film

Project, Larry and his team have increased donations tenfold.

Fundamentals Session: 10:30 - 11:30 a.m.

Enhance Your Career in 2012What are you doing in 2012 to further your career?  Consider becoming a credentialed

fundraiser and earn your CFRE designation.  Join the discussion and learn how to do it but more importantly, why to do it.  Plus, for non-members a discussion of the benefits of

becoming a member of AFP. 

About Gary Good

Gary Good, CFRE has nearly three decades of experience with nationally recognized arts organizations and has created programs that have improved both their local and national

reputations.  For the past three years, Gary has spearheaded the Pacific Symphony's annual and capital campaigns, increasing donations by 26% while decreasing fundraising expenses

by 15%.  Gary serves as the Chair of the AFP International Foundation and is very involved in fundraising activities throughout the country.

October 25, 2011

Measuring FundraisingA Two-Part Presentation by Jim Greenfield

Fundamentals Session: 10:30 – 11:45 a.m.Part I: Fundraising Cost Effectiveness and Performance Measurement Demands for financial accountability by board members, volunteers, donors and others continue to focus on the cost of fundraising. This workshop will offer sample gift reports, worksheets and performance guidelines to illustrate how to assess results and measure performance for effectiveness and efficiency as well as how to budget and forecast future gift revenues.

Luncheon Session: 12:45 – 1:30 p.m.Part II: Evaluating Fundraising Effectiveness Accountability for fundraising is about measurements and performance benchmarks others believe nonprofits should meet. This session will address criteria for fundraising efficiency and effectiveness along with how fundraisers are evaluated and by whom. A review of performance standards and guidelines used by Charity Navigator, Better Business Bureau and other “watchdogs” also will be discussed.

About Our SpeakerJames M. Greenfield, ACFRE, FAHP has served since 1962 as a fundraising executive to three Universities and five hospitals on the East and West Coasts and in between. He retired from Hoag Memorial Presbyterian Hospital in February 2001 after 14 years as Senior Vice President, Resource Development and Executive Director, Hoag Hospital Foundation where more than $120 million was raised during his tenure. The author and editor of 10 books on fundraising management topics, he is among the first to explore the complex issues of fundraising cost-benefit analysis and public accountability of fundraising results. Now in semi-retirement, Jim continues to serve nonprofits and the fundraising profession with speaking, teaching, volunteering, and fundraising consulting services.

September 27, 2011

Morning SessionWorking with Older Donors: Opportunities and Obstacles

Many of our best and most loyal major donors are senior adults.  They may be cognitively aware and independent one day - and confused and vulnerable the next.  Health circumstances may change

suddenly without our knowledge.  Successful development officers have the insights, skills and abilities to assess donor circumstances and to determine whether a gift is in the best interest of the donor.  This session will explore the practical, moral, and ethical issues in working with older adult donors, their advisors, and family members.

Luncheon SessionChanging the World: Social Impact Begins With Us

Most of the major social movements and important international changes over the past century have had a philanthropic motivation. Charities and fundraising have been drivers of these changes throughout the modern era and will continue to be so as our governments are overwhelmed by the scope of problems - locally, regionally and around the world - and fraught with political infighting. The pressure will grow on the charitable community to deliver what governments can't or won't do.In today's philanthropic environment, fundraisers hold the key to ensuring continued impact in causes dear to us all. AFP plays a pivotal role in uniting practitioners from the broad spectrum of the fundraising community and helping them understand the challenges charities face. Andrea McManus, CFRE, AFP's chair, and Andrew Watt, FInstF, AFP’s new president and CEO, will discuss the immediate future of fundraising and philanthropy and how AFP helps practitioners address the pressing issues that are affecting the profession, as well as inspire members about the transformational change they can bring about every day.

SpeakersAndrew WattPresident & CEOAssociation of Fundraising ProfessionalsAndrew Watt, FlnstF, is president and CEO of the Association of Fundraising Professionals, having been appointed to that position in March, 2011.Andrew joined AFP as vice president for international development in 2006 and was promoted to chief programs officer in 2008, where he led the Membership and Professional Advancement Divisions of AFP.  From 1993-2005, Andrew was employed by the Institute of Fundraising in the United Kingdom.  In 2006,  he was made an Honorary Fellow of the Institute of Fundraising in recognition of his extraordinary service to the profession.Andrew has been a strong proponent of the value of the nonprofit community and fundraising throughout his career.  Viewing nonprofits as a critical interface between the public and government, he has long emphasized the importance of forging strong consensus-based coalitions both within the philanthropic community and between the public and private sectors that demonstrate the value and impact of charities and their work. Andrew is a graduate of the University of Edinburgh and is married with two children.Andrea McManusChair of the BoardAssociation of Fundraising ProfessionalsAndrea McManus, CFRE, is the first fundraiser outside of the United States to lead the Association of Fundraising Professionals as chair.  She is a former president of the Calgary Chapter, a founding chair of the AFP Foundation for Philanthropy-Canada, chair of the AFP Canadian Presidents’ Council and has served on numerous association committees.  She has also served as vice chair of external relations and vice chair of professional advancement for AFP.Andrea is president of The Development Group, a full-service, strategic philanthropic consulting firm based in Calgary, Alberta.  She has over 26 years of experience in fundraising, marketing, and communications.  Her firm has helped build the fundraising capacity of many clients throughout Canada and the Bahamas.  She was one of the first fundraising professionals in Calgary to receive the CFRE accreditation and has recertified four times.Andrea is an AFP Master Teacher and speaks frequently as conferences and workshops throughout Canada and the United States.Roberta (Robbe) A. HealeyImmediate Past Board ChairAssociation of Fundraising ProfessionalsRobbe Healey, MBA, NHA, ACFRE, has more than thirty years in non-profit organization management and development.  She is an accom plished fund raising generalist with a successful track record of establishing new development offices, and board and volunteer training.  She is Vice President for Philanthropy of Simpson Senior Services as well as the Founding Member of Aurora Philanthropic Consulting LLC.Robbe chaired the Board of Directors of AFP in 2009-10, and currently serves as Immediate Past Chair.  She served as a founding member of the AAHSA (American Association of Homes and Services for the Aging) Philanthropy Network.In 2001 the Greater Philadelphia Chapter/AFP named her Fundraising Executive of the Year.  An AFP Master Teacher, Robbe earned the designation in 2000, the first year it was awarded and has been designated a Faculty Star by the Council for the Advancement and Support of Education (CASE).

 July 26, 2011

How Fund Raisers Can Tell a Nonprofit's Financial StoryKarla V. Salazar

Director, Nonprofit Finance FundEvery organization has financial needs that must be incorporated into fundraising goals. Having a deep understanding of your nonprofit's financials, and telling that story effectively, is a key component of successful fundraising. Join us for a presentation by Karla V. Salazar, Director, Nonprofit Finance Fund (NFF) about how to present your financial story in a clear and transparent manner, address any red flags, and make a strong case for various types of funding, including core support.About the Speaker: Karla V. SalazarMs. Salazar's responsibilities include overseeing the expansion of NFF in the Los Angeles and Southern California region, managing NFF's advisory and new business development. Karla brings with her tremendous financial, operations management and consulting experience in the public and private sector. She was most recently the Assistant Manager for the Los Angeles Branch of the Federal Reserve Bank of San Francisco. She has a Masters in Public Policy from Claremont Graduate University and a Bachelor of Arts in Political Science from University of California, Los Angeles (UCLA). In 2008, Ms. Salazar also completed the Executive Program in General Management at the John E. Anderson School of Management in UCLA.

Fundraising Fundamentals - 10:30 a.m. - 11:30 a.m.Show Me Your Moves!

Increasing Major Gifts Through Effective Moves ManagementShannon D. Barnes

Senior Advisor, The EDGE Group You've heard it before. Maybe you've even said it before. "I wish we had someone like (add name) as a donor." But in a fundraising environment as challenging, crowded and competitive as this one, how are you going get (add name) to know about your organization and its programs, let alone give substantially to your cause? With a system called Moves Management. Come learn the ideas behind this effective system as well as tips and ideas for putting it to work in your organization. You'll be showing your moves in no time!About the Speaker: Shannon D. BarnesWhether working as an executive in a multi-national manufacturer, and manager for a start-up financial services company or a pastoral leader in two growing churches, Shannon has consistently demonstrated the ability to organize complex relationships and work environments into highly productive boards and teams. Shannon is now a Senior Advisor with The EDGE Group, a firm that helps charities, churches and private schools increase the depth and scope of their mission impact - strengthening leaders and boards, developing innovative strategies, and raising the funds needed to act. Since 2004, EDGE has coached hundreds of organizations and raised over $250 million to fuel mission-driven efforts.

May 24, 2011Luncheon Presentation - Noon Does Your Thinking Limit Your Success?Lindon A. Crow and Sarah Agee The goal of this interactive session is to have people see the correlation between their "thoughts" and the limited results they see in their life. This presentation focuses on the premise that you can either have the things you want in life or have your reasons/excuses for why you don't have them.  To be able to make better choices, we have to start with better premises or paradigms. In this presentation, we use experiential exercises that demonstrate how people's perspectives are limited

and in some cases pre-programmed. Breaking out of these limitations is a key to improving both the results they are able to achieve as well as the quality of their lives.Presented by:Lindon A. CrowSpeaker and Program Counselor Productive Learning & Leisure, LLCSarah Agee, Sterling Search, will join Lindon in this presentation to provide additional insight regarding the fund development job market via her experiences as a premiere placement executive.    Fundraising Fundamentals - 10:30 a.m. - 11:30 a.m.10 Tips to Bullet Proof Your ResumeSarah AgeeEmployers and recruiters make snap judgments when glancing at your resume. If they see unrelated job titles or skills, lack of relevant accomplishments, the likelihood is very high that they will make an immediate assumption that you are not qualified for the job you want.Presented by:Sarah Agee, Sterling SearchSarah has been a professional in the executive search/staffing industry for nearly 20 years.  At Sterling Search, which she founded in 2002, Sarah has conducted various national and local searches for Executive Directors, CEO/Presidents, and Vice Presidents, Directors and Managers of Fundraising/ Annual Fund/ Capital Campaign/ Planned Giving/ Major Gifts/Finance/ Programs as well as many other roles within nonprofit, higher education and healthcare foundations.   April 26, 2011Luncheon Presentation - Noon The More Things Change, the More They Stay the SameKris Elftmann New Media or Old Media. All or None. Good Versus Bad. You make the call.But whatever you decide, remember that there are a few basics, which haven't changed much through the years, when we roll up our sleeves to raise money for the organizations we respect and love. Remember too that the effort invariably starts with a story - and almost always thrives or dives based on the donor experience.Join us for a discussion of some simple, long-standing and irrefutable principles that are as important today as they have ever been. About the Speaker:Kris Elftmann is president of Noelle Marketing Group, a creative resources firm that produces sales and marketing materials for corporate and nonprofit clients throughout the United States. Since 1980, Noelle has specialized in developing and manufacturing printed collateral materials and branded specialty products. Through the years Noelle Marketing Group has received numerous awards for its community involvement and philanthropy, including: Outstanding Corporation by the Orange County Chapter of the Association of Fundraising Professionals and four Distinguished Achievement Awards from the Orange County Business Committee for the Arts. Kris and his wife Linda have also been honored as Art Patrons of the Year by Arts Orange County.Kris serves on boards of many non-profit organizations including: The Center for the National Interest, a non-partisan public policy think tank in Washington DC, MIND Research Institute and Cystinosis Research Foundation. He also serves on the campaign cabinet for the Dodge College of Film and Media Arts at Chapman University and Discovery Science Center. He retired last year as chair of the Board of Directors of the Richard Nixon Library Foundation and as a trustee of the University of California, Irvine Foundation, where he served as a member of the Executive Committee and chaired the Foundation’s Stewardship Committee. --------------------------------------------------------------------------------Fundraising Fundamentals - 10:30 a.m. - 11:30 a.m.Telling Your Story Through Social MediaKelly Dylla - Pacific SymphonyHow do you tell your organization's story through social media? In this workshop, we will explore two key social media tools - Facebook and Twitter - and what functions they can serve to deepen organizations' relationships to selected audiences. Workshop participants will share their own success stories and uncover best practices for developing a strong social media strategy.

--------------------------------------------------------------------------------March 22, 2011Luncheon Presentation - NoonReframing The Work Of The Board For High Level PerformanceDaniel J. McQuaid, CEO & President, OneOC The role of Boards of Directors in non-profit organizational leadership is a vital one.  As professional leadership, what tools and best practices can we employ as we work with our institutional Boards to continuously increase their capacity and success to ensure mission achievement?Questions to be addressed:How can boards use board assessment tools to build capacity and mission impact?How can boards energize themselves through planned revitalization?How can boards institutionalize a culture of inquiry that leads to sound and shared decision making?We invite non-profit Chief Executive Officers and Executive Directors to attend the presentation.About the Speaker:Dan McQuaid was named OneOC's President/CEO in November 2005. Through his tenure, OneOC has grown in total revenue from three to over $12 million, expanding its capacity to help build stronger nonprofits and stronger communities in Orange County.  Dan has more than 25 years of leadership experience as a chief executive officer, community leader, board chairperson, organization consultant and trainer.  Since 2000, Mr. McQuaid has been retained as a consultant to more than 125 Southern California nonprofits, providing growth planning, evaluation and training services. In addition to his work in the nonprofit sector, Daniel is an inactive licensed child, adult, and family psychotherapist.  He holds a B.A. in Psychology and Sociology from the University of California, Riverside and a M.S. in Social Work with distinction from Columbia University.  Fundraising Fundamentals - 10:30 a.m. - 11:30 a.m.Increase Your Organization's Fundraising ResultsThrough Board EngagementEngaging your board members in fundraising can dramatically expand your organization’s fund development team.  Two seasoned professionals, Viki Barie, CFRE, St. Joseph Hospital Foundation, and Heather McKenzie-Densmore, CFRE, Habitat For Humanity, will share their experiences and effective techniques for engaging board members and volunteers in fundraising.  This session will also include a group discussion to facilitate sharing experiences and hard won positive results. --------------------------------------------------------------------------------February 22, 2011Luncheon Presentation - Noon Our February luncheon speaker will be Eron Jacobson, AFP's new Vice President for Strategic Partnerships. Eron joined the AFP management team in December, after serving as the Director of Strategic Partnerships at UCLA where developed the universities first cross campus corporate partners program outside the realm of  Athletics.   Prior to UCLA, he served at the Sponsorship Director for the Los Angeles Times where he oversaw the papers portfolio of sponsors for consumer and B2B events.At AFP, Eron is responsible for the new Strategic Partners Program.  His goal is to step outside of the traditional sponsorship model previously found at the AFP International Conference on Fundraising by incorporating previously untapped AFP benefits into a far more holistic program that provides new opportunities and levels of visibility  for AFP's partners on a year round basis.Eron will talk with us about increasing sponsorship opportunities for organizations large and small, how he is approaching his new responsibilities at AFP and provide examples of successful programs he has developed over the past 10 years.  He will also share insights about professional development opportunities for members interested in expanding their own sponsorship programs and how to take those to market. 

Fundraising Fundamentals - 10:30 a.m. - 11:30 a.m.Lessons Learned the Hard WayA panel of veteran grant writers share their experiences and the lessons they have learned in soliciting funding from foundations and corporations.Moderator: Carol Geisbauer Panel Members: Kay Vickery, Joan Hansen, Theresa Lu and Marc Eilenberg. January 25, 2011Luncheon Presentation - Noon The Nonprofit Leader of the New DecadeJeffrey R. Wilcox, CFREJoin us as Jeffrey R. Wilcox, CFRE, challenges non-profit leaders and fundraisers to rethink the future with an overview of his new book, "The Nonprofit Leader of the New Decade." Jeff will share his thoughts on the necessary leadership qualities to forge community-based organizations towards 2020. Are current nonprofit business practices and models antiquated? How do they impact succession planning? Do we need to rethink our assumptions about organized community service as Generations X and Y prepare to take on non-profit leadership roles over the next ten years?Attendees will have the opportunity to purchase "The Nonprofit Leader of the New Decade" and Jeff has graciously agreed to be available to sign books following the luncheon.Fundraising Fundamentals - 10:30 a.m. - 11:30 a.m.Bridging The Generations:Leading Communities and Developing Resources Jeffrey R. Wilcox, CFREJeff will lead a discussion around the generational differences between Baby Boomers, Gen X and Gen Y and the philanthropic behaviors that are emerging. The session will also explore bridging the generations in our nonprofit organizations from leadership development and fundraising points-of-view.About the Speaker:Jeffrey R. Wilcox, CFRE, is the President and Chief Executive Officer of The Third Sector Company, Inc, which provides a wide spectrum of philanthropic consulting services to organizations in the United States and Canada. A former president of AFP OC, Jeff has served in a leadership role with nonprofit organizations for over 25 years. He is a frequent conference speaker and authors a column on the nonprofit sector for the Long Beach Business Journal. December 7, 2010Luncheon PresentationA Diverse Approach to Diversity in Non-Profits Sahar Andrade leads a discussion of increasing the diversity of your Board of Directors - and how it can help your organization better accomplish its mission.Fundamentals - 10:30StewardshipIt is perhaps the important component of your organization's future fundraising success.  How are you doing it?  Learn how Goodwill of Orange County utilizes best practices in its stewardship process. October 26, 2010Luncheon PresentationCollaboration in the Non-Profit SectorHow can your organization work best with others to accomplish your mission and meet the desires of your donors?  Learn how some of the most successful are doing and join the discussion of our All-Star panel.Fundamentals - 10:30CFRE – What’s the Big Deal? Should you or shouldn't you?  Come and learn the great benefits of becoming a Certified Fundraising Executive.September 28, 2010Luncheon PresentationAdvancement Committees – Create or Abolish?Should you have one?  If so, how best to use your volunteer advancement or fund development committee?  We'll be led in the discussion by CFRE William Heaton from the Southern College College of Optometry.“Fundamentals” – 10:30 a.m.  August 24, 2010Luncheon PresentationUsing Incentives to Motivate Donors

Come and learn how some of the most successful non-profits are using incentives in their overall giving program to motivate donors to give at higher levels.  Our speaker is Michelle Cohen of Mitch Stuart, Inc., a leading motivational company.“Fundamentals” – 10:30 a.m.“Getting the Most from your AFP Membership”You and your agency invest a lot in your membership.  Learn about all the benefits you can glean from the organization and how to maximize your organization’s investment of time and money into it.  Gary Good, Pacific SymphonyJune 22, 2010Luncheon PresentationAFP-OC Fundraiser of the Year AwardsCome and be inspired by the achievements of your fellow AFP members.  Eight very successful fundraisers have been nominated.  Who will win?“Fundamentals” – 10:30 a.m.“Secrets of the Stars”Learn from the best in our business.  We’ll have a panel comprised of the nominees for “2010 Fundraiser of the Year” and learn how they have accomplished their great feats.  The panel will be led by Claudia Looney, VP of Development for Childrens Hospital Los Angeles and a former AFP-OC Fundraiser of the Year.May 25, 2010Luncheon PresentationAn Optomist’s ViewOf Life After the Great RecessionOur speaker is Shannon Barnes from The Edge Group.  You’ll hear a  presentation with encouraging stories and be inspired to lead  and confront your organization’s challenges. “Fundamentals” – 10:30 a.m.“Fundraising Ethics, Donor’s Rights, and Institutional Policies”. Come learn from the best of the best.  Your conversation leaders will be Frank Hall and Jim Greenfield. April 27, 2010Luncheon PresentationThe Great AFPOC Film FestivalSee the best in video from Orange County non-profits and learn how you can stimulate your donors through film.“Fundamentals” – 10:30 a.m.Tip from the Video ProsVideo Pros Bill Ennis and John Brown will teach you how to incorporate video into your fundraising efforts. March 23, 2010Luncheon PresentationThe New Normalfrom the vantage point of WeingartOur speaker is Fred Ali, President of the Weingart Foundation.Come and hear his views about the state of our industry and how various forces will be changing it in the future.  One of the clearest thinkers in our industry, Mr. Ali’s comments will be helpful in steering your organization’s next steps.“Fundamentals” – 10:30 a.m.Starting and Maintaining an Annual FundCome learn how the key ingredients in a successful annual fund program.  You’ll be led by Alan Pearson, CFRE, a recent addition to the Southern California non-profit scene at Living Waters, a Christian ministry in Bellflower. Alan was certified as a CFRE in 2006 and is actively pursuing the AFCRE credential.December 1, 2009Luncheon PresentationMaximizing individual Productivity- or - Increasing Organizational EffectivenessOur speaker is Nathan Rosenberg from Insigniam.  He’s a well-respected speaker on helping individuals and organizations to maximize their impact.  A winner of the Boy Scouts of America’s highest award, he knows and appreciates the nonprofit community.  Come, vote for your topic and enjoy.“Fundamentals” – 10:30 a.m.Social Networking to Improve Your Lot in LifeCome learn how to improve your networking skills both online and offline in this upbeat seminar delivered by three social networking pros.  How to behave yourself properly at a dinner party, how to best use LinkedIn and MySpace and everything in between.  Delivered by Breakthrough Networking.  December 1, 2009Luncheon PresentationMaximizing individual Productivity- or - Increasing Organizational EffectivenessOur speaker is Nathan Rosenberg from Insigniam.  He’s a well-respected speaker on helping individuals and organizations to maximize their impact.  A winner of the Boy Scouts of America’s highest award, he knows and appreciates the nonprofit community.  Come, vote for your topic and enjoy.

“Fundamentals” – 10:30 a.m.Social Networking to Improve Your Lot in LifeCome learn how to improve your networking skills both online and offline in this upbeat seminar delivered by three social networking pros.  How to behave yourself properly at a dinner party, how to best use LinkedIn and MySpace and everything in between.  Delivered by Breakthrough Networking.  October 27, 2009Luncheon PresentationEverything You Need to KnowAbout the Volunteer CenterThe Volunteer Center of Orange County is the fifth largest and most comprehensive of the 350 national volunteer centers.  They provide a myriad of services to non-profits and the philanthropic community.  Come find out how your organization can benefit from one the most successful enterprises in fundraising today.  Our speaker is the CEO of the Volunteer Center, Dan McQuaid.“Fundamentals” – 10:30 a.m.Are You Missing out with Social Media?Is your agency really taking advantage of the social media revolution?  Are you connecting with your donors and supporters as well as you could be?  Are your donors wandering off after being enticed by other more “technologically advanced” causes?  Come find the cure for your social media woes.  Our speaker will be social media guru David Jacobs.September 22, 2009?Luncheon PresentationGetting DODs to work “well” with Financial ProfessionalsHow best to work with financial planners and other allied professionals?  Learn how profitable relationships are being built and sustained from a financial services pro and a non-profit exec who has a track record in building mutually beneficial relationships.  “Fundamentals” – 10:30 a.m.Adding Diversity to your Board and Volunteer Base In today’s world it’s a best practice to have a diverse board and volunteer base that can add vitality to your fundraising and your organization.  You’ll learn some of the many benefits and how to attract a more diverse group.August 25, 2009Luncheon PresentationExecutive Directors vs. Directors of DevelopmentCan’t We All Just Get Along?A Panel of Experts, moderated by Gary Good, CFRE, Pacific Symphony“Fundamentals” – 10:30 a.m.Google Grants – How to Get YoursJoin Bart Jennriches in this informative discussion of Google and their innovative grant program. June 23, 2009?Luncheon PresentationFundraiser of the Year AwardsAFP-OC Honors the BestYou won’t want to miss this memorable event as the AFP-Orange County selects the “Fundraiser of the Year” for 2009.  You’ll be inspired by the nominees and appreciate the presentation by former award winners.  Don’t miss it!“Fundamentals” – 10:30 a.m.Best and Worst Resumes and Interview Stories In today’s market it is important to make the best first impression on paper and in person. What are the biggest blunders and what do you need to know about standing out from the crowd? Sarah Agee formed Sterling Search, Inc. in early 2002.  In the last seven years Sarah, and her team, has placed CEOs/ Executive Directors and all levels of Fundraising Professionals for the nonprofit, higher education, and healthcare sectors.   May 26, 2009?Luncheon SpeakerJohn Moorlach, OC Board of SupervisorsThe Vital Role Non-Profits Fill in Orange County”You’ll want to bring your Board Members and Executive Director to this event featuring the Honorable John Moorlach of the OC Board of Supervisors.  John will address the critical roles that non-profits play in making Orange County the effective and livable community it is.“Fundamentals” – 10:30 a.m.Beyond the Mainstream: Reaching Ethnic Leaders Through Media and Community RelationsOne of the fastest growing segments of Orange County is the Vietnamese community.  In this session, you’ll learn about reaching out to this vibrant group through public relations, donor relations and communication.  April 28, 2009

The AFPOC Film FestivalCome and see what your fellow fundraisers are doing to stir their donors' support.  You'll not only see the best in our business but get critical comments from two film pros about what you should include in your next video.Should You be a CFRE?Certified Fund Raising Executives (CFRE) earn 17% more than non-certified fundraisers.  Should you consider making the move to become certified in our profession?  Join Gary Good and learn all about it.  10:30 a.m. on Tuesday, April 28March 24, 2009Luncheon SpeakerCast your NET, Catch More FishAllen Pressel; CEO of Charity FindersThis seminar shows how you can use the internet for further your mission. We’ll examine how nonprofits are using the Internet, how they’d like to be using the Internet, and how they should be using the Internet (but may be unaware of) – and how to bridge that significant gap easily and quickly.   Learn how to drive more traffic and fundraising thru your site and get  specific suggestions on how you can improve your website.“Fundamentals” – 10:30 a.m.Telephone Strategies for Current and Lapsed DonorsLarry Buck, The Jesus Film ProjectHow best to use one of your oldest tools – the telephone?  In-house staff?  Outside vendors?  Combination?  Larry Buck has done them all and knows how to help you in determining the best strategy for your organization.  February 24, 2009How to Get Your Share of theExploding Social Capital MarketsMark Van Ness; Founder, Social Enterprise InstituteThere is a new breed of investors that is interested in the bottom line AND the social impact of their investments.  Learn how to position your organization to take advantage of this emerging opportunity.Mark Van Ness is the founder of the Social Enterprise Institute and the SELFund, a syndicate of donor-advised funds providing credit enhancements and financing to social enterprises.“Fundamentals” – 10:30 a.m.Moves ManagementRon Mirenda, Mirenda & AssociatesA look at how you can incorporate best practices into your development operations to incubate more major gifts.January 25, 2009Luncheon SpeakerPat Everett, Chief Economist of Northern TrustTopic:  State of the Economy and the Impact it will have on Non-ProfitsFundamentalsCarol GeisbauerGrantwriting for Non Profits December 2, 2008Luncheon Session - Noon“Stop in the Name of Love”,  i.e. Reconsidering GovernanceLiz ShearYou’ll be singing the praises of great governance after you hear our December luncheon speaker, Liz Shear.  The mother of an award-winning rock musician and a music lover herself, Liz brings an excitement that you wouldn’t expect about nonprofit governance.From Liz..."How do we reclaim the concept of governance and make the word resonate in our hearts and minds?  First, we need a more complete definition of governance.  Our current definition reads “The use of authority to set organizational purpose and to ensure that the organization serves those purposes.”  Somehow, it forgets to mention three essential elements of governance: why, for whom and how we do the work.  Substitute “an organized group of people, who, together, advance a mission for the common good, on behalf of the community.  Now governance is about working together in an organized and passionate way to improve our mutual lives.  It becomes a sacred community trust."You’ll see governance in a whole different light.  You may even begin singing “I’m beginning to see the light . . .”  Lyrics provided on request.About The Speaker:Liz Shear is the founder and program director for the University of San Diego’s Fifth Annual NonProfit Governance Symposium that will be held January 9-10 on the USD campus.  Fun loving and upbeat, here are just a few of her other credentials:Executive Director, San Diego Youth and Community Services

Founding Staff Member for YMCA Project Oz, crisis intervention for runaway youths(Don’t you just love that name?)Consultant to a Major national music promotion companyConsultant to Urban Corps of San Diego, Alzheimer’s Association, Native American Nursing Scholars, San Diego Grantmakers and more.Liz may break out in song at any time but you’ll go back to your nonprofit with a greater appreciation of the harmony good governance can bring. Fundraising Fundamentals - 10:30 a.m. - 11:30 a.m.Major Gift and Planned Gift Fundraising in these “Challenging” Economic TimesAmanda J. Ferrari, JD, CFRE and Robert Sheldon, JDFerrari Philanthropic Consultants, Inc.What do we do in these “challenging” economic times?  What should your charitable organization be doing? Assessing your donors – How are they affected?Does your organization stay the course with major and planned gifts or chart a different navigation?  Revisiting Planned Giving Strategies - Do we put planned giving activities on hold and shift primary focus on major gifts to see us through this storm? Does your organization communicate a message of stability to your donors?What is the role of the Board and the staff during these economic times?On December 2, 2008 Robert Sheldon and Amanda Ferrari, with over 30 years of combined experience in major gift and planned gift fundraising, will have an interactive session discussing these issues.  You don’t want to miss it!About the Speakers:Amanda J. Ferrari, JD, CFRE and Robert Sheldon, JD are the principals of Ferrari Philanthropic Consultants, Inc., a full service Consulting Firm with over 30 years of combined fundraising and philanthropic expertise providing counsel to Nonprofit Organizations in Estate and Gift Planning, Bequests, Major Gifts, Feasibility Studies, Capital Campaigns, Endowment Campaigns, Executive Coaching, Fundraising and Business Plans, Board and Staff Leadership Development, Strategic Planning, Nonprofit Management, Leadership Retreats, and Marketing. Among their many clients are St. Joseph Hospital of Orange, Mission Hospital, St. Jude Medical Center, St. Mary Medical Center, Orange County Performing Arts Center, the California Science Center, and the Los Angeles Biomedical Research Institute at Harbor UCLA. --------------------------------------------------------------------------------Wednesday, October 29, 2008Boom Generation Women Create New Horizons for Fundraisers Margaret May Damen, CFP, CLU, CHFC, CDFA Boom generation women have the emotional literacy, financial confidence and control the economic means to make major lifetime and legacy gifts that mirror their core values and beliefs, and fulfill their number one issue - a desire to make a difference. Organizations that understand how to create a sustainable environment for gender and generational synergy will attract and maintain the trust, loyalty and commitment of the nation's largest cohort of women impatient for and receptive to advice and counsel as to how to direct their philanthropic dollars. This session will identify the key psychosocial peer-personality traits of this generation, discuss how to implement effective communication, marketing and gender receptive programs and provide you with the tools to align your organization's mission more closely with donor's values and interests. Learning Objectives:Participants will: Deepen their understanding of the "culture" of boom-generation women and their extraordinary potential to impact and influence philanthropic methodology. Gain powerful techniques for marketing, communicating and connecting with affluent women.Become confident in their ability as a trusted advisor to identify, solicit and retain boom-generation women's wealth, power and influence.

Learn strategic ways to align donor's interest and values with organization's mission. Tuesday, September 23, 2008Luncheon Session - Noon Fund Raising Secrets of a Political Junkie Guest Speaker: Adam D. Probolsky In this season of great political activity, find out what nonprofits can learn from political fundraisers.  Are there methods that cross over from one spectrum to the other?   Could it be that there are even ethical strategies of political fundraising that fit into the nonprofit world?How do the best in the political arena cultivate contacts and convert them to donors?  How do political pros take the best advantage of the popularity and positions of like-minded friends?About The Speaker:Adam D. Probolsky is one of Orange County’s most connected and most prolific fundraisers.  As chairman and CEO of Probolsky Research, he’s conducted research, developed strategy and helped in the fundraising efforts for many corporate, government and special interest groups throughout OC and California.  He has consulted on local, county and statewide initiatives and has advised many candidates for positions ranging from the school board to the office of governor. But for even longer than raising money for political causes and candidates, Adam has been helping and supporting nonprofits.  He learned at a very young age the value and potential of philanthropy.  Mr. Probolsky serves as development committee chairman for Jewish Family Service of Orange County, a non-profit organization that serves families of all faiths that are in of assistance.--------------------------------------------------------------------------------Fundraising Fundamentals - 10:30 - 11:30 a.m.Loosen ‘Em Up, Make Them Cry, Give Them Hope, Accept the Check (We do accept all major credit cards)Guest Speaker: Donna Heller Mogilski How to do a great program for your gala in under 20 minutes.The Components of a great gala “presentation and program.” About The Speaker:Donna Heller Mogilski, MBA, honed her nonprofit “pitch” skills with the first box of Girl Scout Cookies she sold as a Brownie.  Since then she has worked at BBDO on Madison Avenue, owned her own Advertising and Marketing Firm and since 1990 has been working with a variety of nonprofits.  She currently is the Associate Executive Director of Juvenile Diabetes Research Foundation. --------------------------------------------------------------------------------Tuesday, July 22, 2008Luncheon Session - NoonFive Irrefutable Laws of Marketing in 2008 (or Any Other Year)or The More Things Change, the More They Stay the Same Guest Speaker: Kris ElftmannIf you’re wondering about this presentation, think about Robert Fulghum’s classic book All I Really Need to Know I Learned in Kindergarten. Just as Fulghum gave us sage, but straightforward advice like “Share everything, play fair, don't hit people, and put things back where you found them,” we’ll cover equally simple laws of marketing.There won’t be any big words or fancy talk, just five simple ideas that work. More to the point, they’ll be ideas you’ve heard before but they bear repeating.  In fact, at a time when your marketing budget is stretched beyond the breaking point – or even worse, seemingly non-existent - marketing basics are more critical they’ve ever been.About The Speaker:Mr. Elftmann is the president of Noelle Marketing Group, a creative resources firm that produces sales and marketing materials for corporate and nonprofit clients throughout the United States. Since 1980, Noelle Marketing Group has specialized in developing and manufacturing printed collateral materials and branded specialty products.He is trustee of the University of California, Irvine Foundation, chair of the Foundation’s Stewardship Committee, and a member of the Executive Committee. He is past chair of the

University’s Claire Trevor School of the Arts Dean’s Leadership Council and a member of the Dean’s Leadership Council of the School of Social Sciences.He also serves as chair of the Board of Directors of the Richard Nixon Library Foundation, and on boards of The Nixon Center Board, a non-partisan public policy think tank in Washington DC, MIND Research Institute, Cystinosis Research Foundation, and Great Park Conservancy.Through the years, he has served on boards for other organizations including DePauw University, Pacific Symphony, The Bowers Museum, Catholic Charities, Saint Joseph Ballet, and Orange County United Way.Fundraising Fundamentals - 10:30 - 11:30 a.m.“Thank you, thank you, thank you, blah, and blah, blah”: Are your thank-you letters really getting read and truly showing appreciation?Guest Speaker: Janece SmootOn July 22, Janece Smoot will be discussing how you can stop looking at acknowledgement letters as mundane weekly (or do I even say monthly tasks) and uncover what may be one of the most underrated stewardship opportunities that we have. About The Speaker:Janece Smoot is the Development Manager for Goodwill of Orange County where she oversees the Annual Giving and Planned Giving programs. She is on the Board of Directors of AFP-Orange County, Chair of its Diversity Committee, and a member of the Planned Giving Roundtable of Orange County. She is in the process of obtaining her CFRE and CSPG designations. --------------------------------------------------------------------------------Tuesday, June 24, 2008Luncheon Session - NoonA Golden Opportunity Overlooked by Most Nonprofit Organizations  Jeffrey R. Wilcox, CFRE   You may have missed a great connection for corporate fundraising and corporate volunteers that is right under your nose – trade association groups.  These organizations are collections of corporate leaders grouped by industry and can serve as a link from nonprofits to the corporate world for generating revenues and volunteers.You’ll learn about the size and scope of trade organizations, how to tap this great potential and how to develop partnerships with these groups to gain a better foothold in corporate giving and sponsorships.You’ll also learn of the Philanthropy Builders Program, an initiative that seeks to be an outreach of the OC AFP to train and mentor trade associations to create philanthropic committees, projects and programs as a part of their mission statements of service to their members and the communities in which their members live and work.Join us for this program which promises to stretch your imagination and enlarge the potential for your organization.About The Speaker:With 22 years of United Way, philanthropic, health care and communications experiences, Jeff Wilcox has held executive staff and board positions in nonprofit management throughout the West including Seattle, Phoenix, Los Angeles and Orange County, California. He has also been responsible for leading nonprofits as an experienced board chairman and executive director, managing staff teams and volunteer processes. Jeff is a past president of AFP-OC and has served on many boards including Orange County Head Start, Long Beach Symphony Orchestra, Arizona AIDS Foundation, Cal State Los Angeles and many others.  Jeff has served as Executive Director of the CHOC Foundation as well as Executive VP of United Way of Los Angeles. In 2002, Jeff formed Executive Consulting for the Nonprofit Sector, Inc. It is the largest private consulting firm specializing in transitional management services, coaching, training and executive mentoring exclusively for nonprofits in Southern California.Fundraising Fundamentals - 10:30 - 11:30 a.m.Is It Time To Rethink How Your Non-Profit Makes Money? Carol Geisbauer, M.ASometimes, it is a good idea to go through a process of thinking, (and rethinking) about all possible types of funding for a nonprofit organization, what types of funding your nonprofit agency currently has, what types of funding could be expanded, what types

of funding you may be in danger of losing, and what new types of funding should be explored.  In this process, new funding ideas emerge; some old ideas can be discarded; and a more thoughtful approach to fundraising can be implemented.  You will be given a tool to take back to your Board of Directors, volunteers and staff to engage their thinking in this process. About The Speaker:Carol Geisbauer, M.A. served as Executive Director for two nonprofit organizations for 16 years and then served as the Director of the Nonprofit Resource Center in Orange County for two years. She worked as a freelance grant writer for 12 years.  She recently retired and now devotes her time to teaching workshops related to achieving success in grant writing throughout Southern California. Tuesday, May 27Luncheon SessionLanding the Big One!  Major Gift Strategies that Work! Christopher K. Looney  About The Speaker:Christopher K. Looney, Regional Vice President with CCS, has more than twelve years of experience working with nonprofit organizations on major fund-raising initiatives.  Today, Chris manages operations in Southern California for CCS, an international fund raising consulting firm that serves more than 300 clients a year with campaign goals under management of more than $5 billion.  Over the years Chris has assisted more than 50 organizations with audits, studies and campaigns, and has helped his clients raise hundreds of millions of dollars on behalf of a broad base of charitable organizations including: hospitals, schools, churches, international and regional social service agencies, and civic institutions.  Chris has assisted some of the nation’s most sophisticated and well-known nonprofit institutions, including Habitat for Humanity International and Lions Clubs International Foundation, and is particularly proud of his association with Orange County’s own Goodwill and Orangewood Children’s Foundation.  Chris is a member of the CCS Training Institute faculty and remains actively involved in the Association of Fundraising Professionals throughout southern California.  Chris earned a B.A. from Princeton University and currently resides in Irvine, California with his wife, Anisha and their son Gavin. Fundraising Fundamentals“Patience, Tenacity, & Diplomacy-The Art of Prospect Research”Monica McDade  To be a successful fundraiser, you have to be part super-sleuth, part mind-reader, part cheerleader, and a full-time forager. Being a Super-Fundraising-Sleuth means doing your homework! Doing your homework & “tuning the radar” Targeted vs. Shotgun blast approach Aligning values & goals Patience, Tenacity & Diplomacy The menu of opportunities Asking for the referrals after they say “yes” My favorite word – Leverage Mining your existing database for hidden gold About The Speaker:AFP member, Monica McDade has been a professional fundraiser since 1995 in Orange and San Diego Counties. Her previous background was 17 years in product sales and marketing, when she had a calling to “sell” nonprofit causes that she was truly passionate about. You name it, she’s done it: grants, corporate & individual giving, major gifts, matching gifts, planned gifts, events too numerous to mention, media and in-kind gifts, and helped build a children’s zoo with the completion of a capital campaign. A native of Southern California, she has consulted with numerous nonprofits and has held staff positions with United Way, The Volunteer Center, AIDS Services Foundation, The Komen Foundation, Friends of the Santa Ana Zoo, Alzheimer’s Association and is currently Director of Income Development with the American Cancer Society. She is proud to have raised more than $15 million in the past 13 years