1. Panel discussion and dialogue with grantmakers
Elyse Salend
Program Officer
Archstone Foundation
Elyse brings more than 25 years of aging health services experience to the Foundation. As Program Officer, she is responsible for implementing the Foundation’s multi-year strategic grantmaking effort to improve end-of-life care for California elders by addressing education and training for nurses, social workers, physicians and supporting palliative care services in long-term-care settings and hospitals. Prior to joining the Archstone Foundation, Elyse worked at UCLA for over twenty years at the Division of Geriatric Medicine were she was Deputy Director of the UCLA/ USC Long Term Care Gerontology Center designed to develop model projects and provide technical assistance and assist in improving the care of the frail elderly. Elyse also served as Editor of On-Aging a weekly nationally syndicated column of the Washington Post Writer Group. Elyse is also co-author of a Consumer's Guide to Growing Old published by Johns Hopkins University Press. Prior to moving to California she was Executive Director of the Mystic Valley Elder Home Care/Area Agency on Aging providing planning and direct services to elders in the Boston Area. Elyse is a graduate of the New York University, where she received a master’s degree in social work. Elyse is actively involved in community work and has been a board member of Jewish Family Services of Los Angeles for over 18 years.
Christel B. Webb
Manager, Community Partnering Program
Metropolitan Water District of Southern California
Christel has been employed with Metropolitan for 18 years, primarily in the External Affairs group. In 2001, she was promoted to her current position as Manager of the Community Partnering Program, which provides sponsorships for educational, water-related programs and activities. Prior to MWD, she held corporate communication positions with Citicorp in Santa Monica and General Electric’s Nuclear Energy Division in San Jose. Christel has a B.S. degree in Business and Management from the University of Redlands and San Jose State University. The Community Partnering Program was created in 1999 by the Metropolitan Water District of Southern California, in coordination with its 26 member agencies. It provides sponsorships and selected activities for community-based nonprofit organizations, professional associations and public agencies involved in water conservation and education.
Rebecca Wolf DiBiase
Associate Director
The Broad Foundation
Rebecca manages a diverse portfolio of investments in K-12 education reform for the Broad Foundation. Her areas of focus include charter schools, whole district redesign and performance management. Rebecca has spent a significant amount of her career working in the area of management and policy reform as it applies to K-12 education. Prior to joining Broad, she worked as a consultant for schools, nonprofits and other public organizations on goal-setting, leadership and program evaluation. Previously, DiBiase was Director of Accountability for the Charter School Office of the Massachusetts Department of Education. She also worked for the Pioneer Institute for Public Policy Research, where she focused on policy reforms in K-12 education and urban entrepreneurship. Earlier in her career, DiBiase taught middle school in Tegucigalpa, Honduras.
Nicole J. Jones
Program Director
The California Wellness Foundation
Nicole is a program director for The California Wellness Foundation, assigned to the Foundation’s teenage pregnancy prevention and violence prevention health issues. She was previously program director for TCWF’s Violence Prevention Initiative (VPI), a 10-year, $60 million strategic philanthropic program approved by the Foundation’s board of directors in 1992. Nicole's responsibilities included oversight of the VPI’s grants for public education and policy efforts. Prior to her appointment at The California Wellness Foundation, she was a program officer at the California Community Foundation. Before her work in philanthropy, Jones participated in the National Urban/Rural Fellows Program, the Coro Fellows Program in Public Affairs, and served as a field representative for California State Assembly member Kevin Murray and Los Angeles City Councilmember Rudy Svorinich. Jones is an active member of Big Sisters of Los Angeles, the Los Angeles African American Women Political Action Committee, the Los Angeles Junior Chamber of Commerce, and the National Coalition of 100 Black Women. She serves on the board of directors of Leadership California. She received an M.P.A. from the Bernard M. Baruch College of the City University of New York and a B.A. from the University of California, Berkeley.
2. Proposal writing
Elaine Claire Himelfarb, MPH
Private consultant
Over the past 20 years, Elaine has held local and international public health positions in resource development, grant writing and programmatic management for positions of increasing leadership and responsibility to enhance quality-of-life and well-being among vulnerable populations. As the past Grants Manager for St. Joseph Hospital of Orange, Elaine raised over 3 million dollars to support health education, health access and community development programs in Orange County. In her position as Director for Project Concern International/ Romania, Elaine garnered funding of over $1,000,000 for community development, capacity building, and health programs from USAID, UNICEF, and the European Union. Elaine holds a Masters in Public Health from Tulane University School of Public Health and Tropical Medicine.
Sheryl A. Bourgeois
Executive Vice President of University Advancement
Chapman University
A seasoned development professional, Sheryl A. Bourgeois has close to 15 years experience in fund raising and advancement for non-profit and educational organizations. Her career began at the Southern California Muscular Dystrophy Association where she served as regional coordinator. Other positions included director of development at City of Hope Medical Center and associate director of development at the University of California, Irvine (UCI). She came to Chapman University in 1998 as the director of special events and soon was promoted to university director of corporate relations and special events. Based on her successful fund raising efforts and the oversight she provided to the university’s $200 million capital campaign – the most successful campaign effort in the university’s history – she was promoted to vice president in 2000 and to executive vice president in 2007. Among her civic community involvement, Sheryl has served on the Orange Chamber of Commerce Board of directors, as a member of Orange’s Economic Development Partnership Advisory Council, and on the executive board of the Cordelia Knott Center for Wellness in Santa Ana. She is currently a member of the Association of Fund Raising Executives (AFP) and the Council for Advancement and Support of Education (CASE). Sheryl earned her Bachelor of Arts in English in 1989 from UCLA and is currently pursuing her Ph.D. in Education at the Claremont Graduate University.
Paula Chambers
Grants Consultant
Paula is a grants consultant to Los Angeles-based nonprofits, helping them attract new funders and build better grants programs. Paula’s grant writing experience has been in the arts, social justice, and the environment and she is a graduate of the Program Planning and Proposal Writing course at TGCI. Her consulting services include proposal writing, case statement writing, prospect research, program evaluation and grants program management. Most recently before going into private practice, Paula was the first Director of Development at Los Angeles Children’s Chorus, where she successfully reached out to many new funders and increased the number of grants by 66% over two years. Previously, she served as Foundation Grant Writer at MALDEF, where she achieved an 80% success rate in proposal submissions. Prior to her grant writing career, Paula taught English Composition at CSUN and Ohio State University. She earned a B.F.A. in Film at Cal Arts; an M.A., with distinction, in English at CSUN; a Ph.D. in Rhetoric and Composition at Ohio State; and is a member of both AFP and AAGP.
3. Exploring the world of corporate sponsorship
Leslie Kerr
Executive Director, Mt. San Antonio College Foundation
Mt. San Antonio College
Leslie Kerr is the Executive Director of the Mt. San Antonio College Foundation and works with the Board, College Community, and individual and corporate and individual volunteers to expand fundraising efforts not covered by budget resources. Kerr has worked in the area of development for over13 years, as the Associate Director and Chief Development Officer for the Whitney R. Harris Institute at the Washington University in St. Louis School of Law; the Director of Development for the College of Busines and Public Management at the University of La Verne; and the Executive Director of Progressive Youth Connections in St. Louis. Her background includes broad experience in annual campaigns, alumni relations, special events, major and corporate gifts, and grant writing.
Scott Pansky
Managing Partner
Allison & Partners
Scott Pansky oversees new business and major client initiatives throughout Southern California and Phoenix. Prior to Allison & Partners, Scott developed entertainment and cause marketing programs for The Gable Group. Scott is a recognized nation speaker on cause-related marketing and teaches courses on public relations, sponsorship/cause marketing at UCLA. He is an active member of the Academy of Television Arts and Sciences, the Entertainment Publicists Professional Society, the Association of Professional Fundraisers, and LAUSD’s Partnership Council. He has chaired numerous conferences on cause-related marketing and entertainment branding including the Institute for International Research and the American Marketing Association.
Alice J. Klein, CFRE
President
A.J. Klein & Associates
Alice has more than 16 year’s hands-on experience in the nonprofit sector and has held positions of responsibility in several high profile charitable organizations, including the Orange County Performing Arts Center, Opera Pacific, American Cancer Society and Orangewood Children’s Foundation. Alice currently serves as President of the Orange County Chapter of the Association of Fundraising Professions, a professional organization with more than 300 Orange County members. She is a founding member of the Orange County Council on Philanthropy. In addition to her professional duties, Alice has devoted volunteer time to many community service organizations, including Pacific Symphony Orchestra, AIDS Services Foundation, and Orange County Art & Jazz Festival. Alice has used a wide variety of strategies to engage the business community, including organized membership groups, corporate grants for programming, event sponsorship, corporate volunteerism, and recruitment of corporate representatives to serve on nonprofit boards. She is a graduate of Pepperdine University with a degree in Business Management and resides in Aliso Viejo.
4. Finding funders: the art of successful research
Ann B. Kratz, M.L.S.
Director of Corporations, Foundations and Sponsored Programs
Pepperdine University
Ann has over 25 years experience in fundraising and grants administration, primarily in higher education. However, she has also served as a consultant to a variety of nonprofit and government agencies in their efforts to improve proposal success rates and project implementation strategies with funding recipients. Ann frequently presents workshops at institutions across the country, and she especially enjoys working one-to-one with
individuals developing a multi-year strategy for improving grant funded projects. At Pepperdine University, Ann has developed a professional team that has successfully increased the revenue from corporations, foundations and government agencies nearly 500 percent in less than four years.
Julia M. Ringwood
Grantwriter/Fundraising Consultant
Julia has over 12 years’ experience in the non-profit world raising money for organizations ranging in size from $500,000 to $13 million. Her experience with the non-profit world is broad, having worked with mental illness, domestic violence, child abuse, K-12 education, physically disabled, therapeutic horseback riding, and youth development. Julie has held development positions as a salaried employee and worked in all areas of fundraising, but for the past five years has been self employed as a grant writer and fundraising consultant. Julia has had past careers as a Court Reporter, Insurance Agent, Therapeutic Riding Instructor, and obtained a Certificate in Fundraising from UCLA Extension.
5. How to build a successful relationship with grantmakers
Cynder Sinclair
Vice President of Wealth Management
Santa Barbara Bank & Trust
Cynder works with nonprofits to explore ways of building a higher level of partnership between Santa Barbara Bank & Trust and the local nonprofits. The concept of nonprofit/business partnership is also the topic of her doctoral dissertation, which she will complete in June 2008. Cynder has worked for the bank less than a year and spent the last 30 years serving as CEO of a variety of nonprofits, most recently 12 years with the Girl Scout council for the California central coast. She serves on several boards and committees including the Santa Barbara Chamber of Commerce, Child Abuse Listening and Mediation, Brain Injury Association, Nonprofit Support Center, Rotary, and United Way.
Albin Grohar
Executive Director of Philanthropy
Loma Linda University
Albin has been in educational fund raising for almost three decades. In addition to coordinating and implementing a centralized/decentralized fund raising program that raises $20 to $27 million annually for Loma Linda University, Albin's specialty is grants acquisition from the private sector, including private and corporate funders. He has written over 700 grant requests for Loma Linda over the past 15 years, and generated $50 million in this process. Prior to his current position, Albin worked as a director of development for Andrews University in Michigan for 11 years. He holds a PhD from Andrews University, and his dissertation was in the area of fund raising effectiveness.
6. Winning proposals: a tour of four successful case studies
Jill Lynn Bailin, M.A., CMP
Principal
Bailin & Associates Fund Development & Marketing Communications
Jill has worked in the nonprofit industry for nearly 30 years as an evaluator, planner, trainer and fundraiser. Since 1992 she has consulted with hundreds of nonprofits with budgets ranging from $85,000 to $65.2 million. Jill has national awarding winning experience for her work in marketing communication and has facilitated the procurement of over $62 million for community centers, volunteer centers and campuses, educational and historic institutions, federated fundraising agencies, health and human service agencies, hospitals and hospital foundations, and religious institutions. Jill is an expert at navigating cumbersome applications, including government and national RFP’s. She also conducts independent grant reviews through various stages of the application process. For three consecutive years Jill taught Fundraising, Advanced Fundraising and Strategic Marketing and Public Relations for the University of Judaism’s MBA Program in Nonprofit Management in Los Angeles, CA, and was also a MBA thesis reader. Prior to opening her consultancy Jill held executive positions with Federation/United Jewish Communities in Pinellas County, FL and Long Beach and West Orange County, CA.
6. Capital campaigns
Norman R. Fishman,
Executive Director
The Guardians of the Los Angeles Jewish Home for the Aging
Norman has more than 30 years of extensive fundraising and senior management experience in the nonprofit sector. His work with community-wide organizations, hospitals and institutions of higher learning gives him a wide perspective on the dynamic development world. Prior to joining The Guardians, he was associated Jeffrey Byrne & Associates, Inc., as Executive Vice President, Norman served as Chief Development officer of the University of Judaism in Los Angeles. He was the Senior VP for the City of Hope National Medical Center, with specific responsibilities for major, planned and capital giving. Norman worked with the Los Angeles and Minneapolis Jewish Federations. As the Campaign Director he oversaw annual and special development efforts. He has directed the capital campaigns for a new hospital facility at the City of Hope, a seniors' community campus in Minneapolis and a Jewish Community Center in Los Angeles.
Sarah E. Orth
Development Director
Mothers' Club Family Learning Center
Sarah has been the Development Director for Mothers' Club Family Learning Center in Northwest Pasadena since February 2003. She is currently running the organization's $6.5 million capital campaign for which she has personally secured over $4 million from foundations, including a bricks and mortar challenge grant from the Kresge Foundation. Prior to working for Mothers' Club, she spent seven years working in New York City's non-profit Off-Broadway Theatre community as a Managing Director, Director of Development and Producer. Her diverse experience includes grant management and proposal writing, event planning, individual donor campaigns and solicitations, accounting, graphic design, and public relations. She is a member of the Association of Fundraising Professionals (AFP) - Greater Los Angeles Chapter.
Amanda Carter
Executive Director
CoachArt
Amanda has been the Executive Director with CoachArt since October 2004. In that time, she has grown the organization’s contributed revenue by 67% through a combination of corporate and foundation grants, annual appeals, and special events. For most of her career, she has worked at various non-profit arts organizations as a Director of Development. Most recently, she raised funds for The Actors’ Gang in Hollywood, California. While working at The Actors’ Gang, Amanda established its first arts education program, building a professional theater program that offered free artist residencies and student matinees to schools in the theater’s community. She also served as the Director of Development for Young Audiences of Kansas City and The Folly Theater, both located in Kansas City, Missouri. At the Folly Theater, she successfully completed $2.5 million for capital improvements and at Young Audiences, she was raising $6.5 million campaign for program and endowment support. Ms. Carter holds a B.A. in Mass Communications, with an emphasis in Public Relations, from Kansas State University.
7. Major gifts fundraising
Kevin Allan
Senior Director
Changing Our World, Inc.
At Changing Our World, Kevin specializes in major gifts, organizational capacity building, and fundraising program management. Prior to joining the firm, Kevin was Director of Development for a New York City-based community foundation. While there he grew the Foundation's Annual Fund and special events revenue by more than 60 percent, and developed and implemented strategies to cultivate new donors--particularly among women and youth. Before that Kevin coordinated the charitable activities of private clients at John L. Loeb, Jr. Associates and managed the Loeb Family Funds. Kevin worked with Project Concern International/India, an international healthcare and social service organization operating health and sanitation and HIV/AIDS outreach projects in rural India. While there, he worked with local counterparts to design and implement the HOPE HIV/AIDS awareness program at factories and truck stops along Rajasthan's national highway and coordinated the production of India's first village-based AIDS Awareness film. Kevin has also worked on projects for the Winston Churchill Society of the United States, the American Scandinavian Foundation, the New York City Regional Planning Association, and Living Cities: The National Community Development Initiative. Kevin holds an MS in Nonprofit Management from the Robert J. Milano Graduate School of Management and Urban Planning at New School University.
Barbara Racklin, CFRE
Associate Vice President of Development
Music Center, Performing Arts Center of Los Angeles County
As a “second career” fundraising professional, Barbara has spent the last fifteen years plus as a development director, special events consultant and volunteer fundraiser in the nonprofit sector. She has significantly increased funding using organization, strategic planning and marketing skills together with an exceptional ability to cultivate and enlist donor support in each development department she has led. She has had extensive experience in developing Major Gift programs and integrating the strategies of major gifts and planned giving. In her current capacity, Barbara is responsible for the growth and management of major gifts, planned giving and capital campaigns and all donor communications at the Music Center, Performing Arts Center of Los Angeles County. Prior to joining the Music Center, Barbara served as the Development Director for the Pacific Southwest Region of the Anti-Defamation League. Previously, Barbara served at Chief Development Officer for the San Gabriel Valley Chapter of the American Red Cross. In that capacity, she spent 4 weeks on assignment in New York following the attacks on 9-11-01. Barbara is currently a Board Member of AFP of Greater Los Angeles and serves on the Strategic Planning Committee for CFRE International.
Suzy Jones Bookbinder
Director of Advancement
New Community Jewish High School
A Los Angeles native, Suzy left Los Angeles to attend Yeshiva University in New York, where she earned her master's degree in Social Work from the Wurzweiler School of Social Work. She has worked in both New York and Los Angeles as the national department director for the United Jewish Appeal/University programs. In addition, she was the Western Regional Major Gifts Director for National Hadassah and the Capital/Endowment Campaign Director for Hillel at UCLA. At Hadassah, Suzy was responsible for raising $5-$6 million annually through major gifts. At UCLA Hillel she completed the final phase of a $15 million capital/endowment campaign. Currently at New Community Jewish High School, Suzy has helped to implement an annual major gifts campaign that raises approximately $1.3 million a year and will be implementing a major/mega gifts capital/endowment campaign of $40-$50 million in order to secure a permanent site for the school. Suzy is completing her eighth year as a member of the American Jewish University MBA faculty, where she teaches the fundraising and marketing courses.
Sarah P. Burns
Director of Development
Relief International
Sarah Burns has 20 years of experience working in the non-profit development field, raising money from individual donors, foundations and corporate givers. She received her initial training as a major gifts officer for Accion International in Cambridge, Massachusetts. For the last six years she has worked in Los Angeles first with UCLA, establishing its first ever development program for the Institute of the Environment and then serving as Director of Strategic Partnerships for the Women’s Foundation of California. During her time at the Women’s Foundation, Sarah led the effort to expand its fundraising program in Southern California, and oversaw a variety of special events in the region. Sarah now heads the Development Office at Relief International and is responsible for all fundraising and donor relations. Sarah is also engaged in special events giving and is heading Relief International’s campaign to raise awareness and support for special programs in Darfur, Afghanistan and Iraq.
8. Annual giving campaigns
Jeanne M. Brodeur
Vice President, Development
Aquarium of the Pacific
Jean's career spans 35 years, and includes senior development positions with three major public broadcasting television and radio stations -- WGBH in Boston, WMFE in Orlando, and KERA in Dallas. Jeanne also spent several years as a national representative for a direct marketing company and played a role in the remarkable success of the American Repertory Theatre as the General Manager for Marketing where she was responsible for all advertising, promotion, and development activities. From 1987 to 2000, Jeanne worked as a consultant in strategic planning, marketing and fund raising for hundreds of non-profit arts, cultural, and educational organizations across the country. Jeanne served as Vice President for Institutional Advancement at Emerson College in Boston, Massachusetts from 2000-2003 responsible for development and alumni relations. At the Aquarium, Jeanne is responsible for all restricted and unrestricted income from individuals, corporations, and foundations for annual operations and special projects. Her responsibilities include expanding and training a staff to achieve a significantly more professional and aggressive fund raising operation. In addition, the focus of her work at the Aquarium over the next several years will be preparing for a major capital campaign which will be driven by a new Master Plan.
Pamela J. Barden
Vice President/Group Director
Russ Reid Company
Prior to joining consulting firm Russ Reid last year, Pamela spent nearly three decades in the not-for-profit community, leading the development programs for mid-sized non-profits. During the course of her career, she has been responsible for all fundraising activities: direct mail, newsletters, Internet fundraising, telemarketing, direct mail, television and radio acquisition, major gift solicitation, planned giving marketing; and advertising - but her first love is the annual fund. At her last organization, her analysis of the donor file and giving trends resulted in contribution income doubling in four years and the list of active contributors growing by 90 percent. Additionally, Pamela introduced a "bounce-back" receipt program that became the largest source of organizational income; conceived and developed a loyalty recognition program that resulted in an 85 percent renewal rate the first year; tested premium offers and copy variations for a referral conversion program, resulting in tripling the number of referrals received and doubling the conversion rate; and conceptualized a continuity premium program for television-acquired names that doubled the rate of second gifts from newly acquired donors.
9. Special events fundraising
Hallie Walker
President
Walker Associates
As an events specialist with 30 years experience Hallie has worked both as a consultant and as a staff member for a number of nonprofit organizations. Maintaining an up-to-date donor prospect list, her focus when planning and directing an event is to make sure that the honorees and chairpersons will help the charity realize the greatest fund raising success possible. Past clients & employers include the March of Dimes, NAACP, United Negro College Fund, California State University Foundation, USO, Tuskegee Airmen Scholarship Fund and Hugh O’Brian Youth Leadership, among others. Hallie has been a member of the Association of Fundraising Professionals, Greater Los Angeles Chapter (AFP-GLAC) since 1980.
Rochelle Rose, CFRE
Director of Development
Sansum Diabetes Research Institute
Rochelle Rose, CFRE, is Director of Development at Sansum Diabetes Research Institute in Santa Barbara, Calfornia. A UCSB graduate, she worked in the advertising, marketing, and public relations field prior to her 25 year career in development. Rose has successfully produced hundreds of events, including auctions, wine tastes, golf tournaments, business fairs, conferences, roasts, movie premieres and more raising millions of dollars over the decades. The last Kids Auction she directed for United Boys & Girls Clubs of Santa Barbara County, before starting at Sansum two days later, raised $500,000 with Tyra Banks as celebrity chair.
Janis E. Dinwiddie
Principal
Dinwiddie Events LLC
Janis Dinwiddie has been producing fund-raising events for non-profit organizations for nearly 30 years. Her background includes marketing, public relations, promotion, community relations, advertising, and graphic design. She has produced more than 4,500 events for tens of thousands of guests, raising millions of dollars for non-profits in Southern California. In 2001, she formed Dinwiddie Events LLC, an event management and consulting firm, specializing in producing events for not-for-profit clients.
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