AFP Monthly Meetings
Monthly Meetings &
All meeting are held at
Michael's on East unless otherwise noted.
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Add our 2010 meeting dates to your schedule
Creating Legacy Capital by Strengthening Donor
Paula Dumas and Don Hagan, Day Hagan Assets
Content 6: Accountability
Read: Creating Legacy
2008 taught us anything, it’s that the due diligence process must be
deeper and more refined. The
recent volatility in global markets over the past year has lead
non-profit organizations and their donors to two
cannot risk further principal depletion, meaning is the donation
given today going to be gone tomorrow and
need to regain what they have lost, meaning if losses do occur how
will the organization recoup them.
Organizational accountability has emerged out of
necessity and is no longer something on the back burner. You may be
surprised to learn that organizational accountability is a
meaningful and profitable means to outpace other organizations when
seeking donations. Organizations must move beyond the typical
reporting and due diligence of the past to provide donors with the
higher level information they now require to entrust you with their
money. This information will strengthen trust and ultimately create
Legacy Capital for the organization.
In doing so, you will better articulate to donors and
organizational constituencies the balance between managing
operational cash flows and creating legacy capital to sustain the
organization. You will also develop a better understanding of what
your organization’s Investment Policy Statement really means to
donors and your organization. More importantly, you will comprehend
the performance data provided by investment professionals and know
the right questions to ask to deepen your due diligence process and
truly understand how the money is working for your organization.
This means that you will no longer be “led” by presenters and you
will know how to get to the “root” of an investment strategy, how to
uncover the major and minor risks, and identify the probability that
a money manager will live up to its claims. You might be surprised to
learn that Beta, Alpha and Standard Deviation are often
Other areas that will be covered
to constituencies the sources, uses, and management of donated funds
in order to preserve and enhance confidence in the organization
that the intent of gifts is honored so that public trust is
established and preserved
that the solicitation of gifts is conducted in accordance with the
regulatory environment in which fundraising activities are conducted
implement, and monitor donors’ instructions by ensuring that
allocations are appropriate and documented in the organization’s
with all reporting requirements and regulations in order to
demonstrate commitment to accountability and
Suellen Field, CFRE.
Where the Rubber Meets the
Road - Getting the Gift
CFRE Area Content 2: Securing the
Reserve here: http://www.eventbrite.com/org/21525632
this is a special meeting where we'll have a "Ask the Pro" session
after the program, led by Suellen. It will last approximately
1 hour and is available to members and non-members for
Kerkering Barberio & Co.
A most unusual
donation? Are tax acknowledgement letters really
Why is today a great day for all types of
charitable trusts? When does a non-cash
donation really require an appraisal?
Reserve here: http://www.eventbrite.com/event/574343878
AFP and Giving Matters presents: Myra R.
Have you read her book?
Secrets of a Rutbuster, Breaking Rules and Selling
The main reason people fail to achieve
their goals is that they get stuck - in their routines, thought
patterns, social circles, doubts and fears. Many don't even
recognize the ruts that prevent them from reaching their potentials.
Daniels discloses her eight secrets to breaking out of these ruts,
based on her experiences in business, academia, as the first woman
to head a national ad firm, and as founder of the Philharmonic
Center in Naples, Florida. Cost
Full Day event. Whether you choose the attend
the seminar or just the luncheon meeting, you'll spend the day with
Joan Mason, Founder and President of The Mason Consulting Group -
providing counsel for non-profits for 20 years.
Operating out of The Mason Group, Inc., a
full-service fundraising and marketing firm in Denver, Joan provides
counsel and teaches technical assistance to charities of all sizes.
Working "in the trenches" as fundraising counsel for her clients,
she facilitates growth by utilizing an excellent blend of skills and
expertise to positively affect their current and future bottom
In addition to operating as a consultant,
Joan has served as Director of Development in-house for numerous
charities. Working with the in-house team of professionals, she
guides the campaign forward using the latest in knowledge, training,
board development and/or utilizing anything that is needed to reach
the development goals.
Sandi Stewart, Retired CEO - Girl Scouts
Planet Philanthropy - Ft.
AFP and NonProfit
Resource Center Special Event: Fundraisers
Jay Lockaby, Wellness
Barbara Zdravecky, Planned Parenthood Central and SW
Alexis Upham, USF
Successful Capital Campaign
CFRE Area Content 2: Securing the
Trust Advisors Panel
CFRE Content 3:
regular monthly meeting, lunch and program: $25 AFP members/$30
Note: We accept credit cards
(MC, Visa and Discover). Please phone or fax your credit card
information into the numbers below (Please do not email the
Phone in with your name and organization to
Fax in with your name and organization to (941)
Or e-mail to firstname.lastname@example.org
Or mail to AFP, P. O. Box 4133, Sarasota, FL
Kim Noyes, Chapter
at (941) 921-5410 email@example.com