Luncheon – Weaving Ethics into your Organization’s Fundraising; Sponsored by Wells Fargo
In his presentation, Josh will address the sometimes competing interests and conflicts among fundraisers, funders, organizational leaders, and board members. Grey-area hot-button issues, such as accepting funds from a tainted donor, will be considered, so bring your ethical dilemmas for an engaging and enlightening discussion!
We’re thrilled that Josh is sharing his vast expertise and experience as one of the country’s top fundraisers, and he’s also eager to answer your questions about AFP International and The UConn Foundation.
Our Speaker
A lifelong southerner, Joshua Newton joined The UConn Foundation as President and CEO in 2013. His fundraising mission is to elevate the state’s flagship school to world-class in scholastics and research, as well as grow as an engine of economic development. Previously, as Vice President at Emory University (Atlanta), Newton was a driving force behind the successful Campaign Emory, a seven-year, $1.7 billion effort that ranks as the largest fundraising effort in university history. Nearly 150,000 donors contributed to the campaign. Initially appointed Assistant Vice President for Health Sciences Development at Emory, he was promoted to Senior Associate Vice President for Arts and Sciences Development in 2005. Before Emory, Josh spent nearly five years at Converse College (Spartanburg, SC) as Executive Director of Development, and he served as Director of Major Gifts at Presbyterian Hospital Foundation (Charlotte, NC).
Our Luncheon Sponsor
As a nonprofit organization or philanthropic individual, you serve your community and the causes that are important to you with care and compassion, and seek to make a positive difference in the lives of others.
At Wells Fargo, we are dedicated to helping nonprofit organizations, individuals and families achieve their strategic charitable goals and missions. By working together to understand your unique needs, we can provide innovative solutions to help meet your objectives and help bring your charitable vision to life.
To learn more about how Wells Fargo Philanthropic Services can help serve the needs of your nonprofit organization or meet your individual charitable goals, please contact:
Christine Testani
Investment Strategist
Vice President
Wells Fargo Private Bank
New Haven Executive Office
205 Church Street , New Haven, CT 06510-1805
203-257-2628 Cell
Reservations:
NEW, Special “Guest of Member” Pricing Option !
A NEW BENEFIT for all AFP-Fairfield County Chapter Members for a limited trial basis.
We encourage you to invite a guest and prospective member
to AFP luncheons at a special rate of $35.
*Reservations must be made online by the member. Limit one per member at this special rate per event. Member must attend the event. Walk-in guests will not qualify for special rate.
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The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold its monthly educational program on Thursday, September 3, 2015 from 12 noon – 1:30 p.m. at The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk, CT. Registration/networking opens at 11:30 a.m., and the buffet opens/meeting starts promptly at 12 noon.
- Contact Marianne Hickey at 203-834-1910, or by e-mail at
- Luncheon fee:
- AFP Members – $25
- *Guest of AFP Member – $35
- Non-Members – $45
- We accept checks, and online credit card payments. If you wish to register online using your credit card, click here for the link or use http://events.constantcontact.com/register/event?llr=lwzgbmuab&oeidk=a07ebem1s4eba702179
- Make check payable to “AFP-FC” and mail to:Marianne Hickey, 29 Black Alder Lane, Wilton, CT 06897
Payment is appreciated in advance
Anyone who has made a reservation and cannot attend the luncheon must cancel by 3 pm on the Wednesday preceding the luncheon. If no cancellation has been received, there will be no refund or carry over of the luncheon fee. If pre-payment has not been made and no cancellation has been received by 3 pm on Wednesday, that person will be billed for the amount due for the luncheon.
We thank the following 2015 Sponsors
for making our Programs available:
January 8, 2015 Luncheon
For wealthy individuals and families with complex wealth management needs, U.S. Trust offers innovative and customized financial solutions to help meet unique lifestyle, family, business and philanthropic goals.
A coordinated team backed by more than 200 years of experience and the resources of one of the world’s largest financial institutions works with each client to understand and address their needs.
U.S. Trust, Bank of America Private Wealth Management
1 Gorham Island, Suite 202, Westport, CT 06880
For more than a quarter century, StaleyRobeson has provided professional fund-raising counsel and guidance to hundreds of not-for-profits. Our clients include independent schools, colleges and universities, medical centers and hospitals, libraries, human service agencies, and character-building organizations.
Regardless of your organization’s size, constituency or circumstance, StaleyRobeson’s professionals are prepared by training and experience to respond to the unique challenges of the not-for-profit community.
www.staleyrobeson.com
800-659-7247
Craig Rosenberg, CRPC, CDFA
S & R Associates
First Vice President-Wealth Management, Senior Financial Advisor
Portfolio Manager, PIA Program
Merrill Lynch
1499 Post Road, 2nd Floor
Fairfield, CT 06824
T 203.254.6987 T 866.797.9289 F 203.648.4754
April 2, 2015 Breakfast
BlumShapiro is the largest regional accounting, tax and business consulting firm based in New England with offices in Connecticut, Massachusetts and Rhode Island. We have grown to over 400 accounting, consulting and administrative professionals, making us one of the top 60 largest accounting firms in the U.S.
Drawing upon our breadth and depth of experience in our primary service areas — privately held businesses, non-profit organizations and government entities–we strategically tailor and consistently deliver tested solutions for unlocking the full potential of your organization. Our highly valued team members bring their diverse backgrounds and strengths to the table resulting in you receiving a true blend of national firm experience and local firm delivery. We offer a wide range of services under one roof, including audit, tax and business consulting. Our team shares a common passion: a personal commitment to each client’s success as well as to the communities in which we live and work.
Lori M. Budnick, Partner
29 South Main Street, West Hartford, CT 06107
PH: 860-561-6828
www.blumshapiro.com
May 7, 2015 Luncheon
Dylewsky, Goldberg & Brenner, LLC was founded approximately twenty years ago by certified public accountants committed to providing the highest quality services to not-for-profit organizations, individual taxpayers, business owners and their businesses. We believe that attentive, personal service is the basis for a successful accountant-client relationship. We view this professional bond as an ongoing commitment to our clients’ financial, management, and tax matters – not merely an examination of data. Our dedicated staff of qualified professionals is committed to providing you with diverse services and benefits.
Our experience with not-for-profit organizations is extensive and up-to-date as it is a significant practice area for our firm.
For more information, please contact Scott M. Brenner, CPA at 203-975-8830 or .
June 4, 2015 Luncheon
Who We Are
Since 1995, we have helped leading nonprofits across the United States and Canada remove their biggest planned giving obstacles and double the results of their planned giving efforts with limited time and money. We listen to nonprofits—and their donors—and take what we hear to continually perfect the planned giving bridge between nonprofits and their donors. The result is the most cost effective, time efficient planned giving presentation system—donor motivation “in a box.”
Through The Donor Motivation Program® and The Donor Motivation Professionals of North America, a network of trained professionals, we have helped North American charities “motivate planned giving!” Tens of thousands of donors have engaged in our Donor Presentation Experience and rated it either “one of the finest” or “absolutely the best” of its type. Why? It “speaks donor!”
Executive Director
84 West Park Place, Stamford, CT 06901
September 3, 2015 Luncheon
As a nonprofit organization or philanthropic individual, you serve your community and the causes that are important to you with care and compassion, and seek to make a positive difference in the lives of others.
At Wells Fargo, we are dedicated to helping nonprofit organizations, individuals and families achieve their strategic charitable goals and missions. By working together to understand your unique needs, we can provide innovative solutions to help meet your objectives and help bring your charitable vision to life.
To learn more about how Wells Fargo Philanthropic Services can help serve the needs of your nonprofit organization or meet your individual charitable goals, please contact:
Christine Testani
Investment Strategist
Vice President
Wells Fargo Private Bank
New Haven Executive Office
205 Church Street , New Haven, CT 06510-1805
203-257-2628 Cell
October 1, 2015 Breakfast
Day Pitney LLP is a full-service law firm with close to 300 attorneys throughout Boston, Connecticut, New Jersey, New York, and Washington, DC. With one of the largest and most sophisticated individual clients practices in the country, the firm has extensive experience advising individuals and their families, and helping fiduciaries and tax-exempt entities plan for the future. The firm also offers clients strong corporate and litigation practices, with experience on behalf of large national and international corporations, as well as emerging- and middle-market companies.
Day Pitney lawyers routinely represent charitable organizations, business and industry associations, schools, hospitals, museums and private foundations. These entities are subject to unique tax and regulatory requirements that necessitate experienced counsel. In addition to providing tax and regulatory advice, our lawyers often act as general counsel to these organizations, advising them on contractual matters, governance, mergers, acquisitions and affiliations, employment matters, governmental regulation, environmental issues, and real estate transactions, among other matters, all the while keeping in mind the unique requirements applicable to maintaining tax-exempt status.
Jennifer M. Pagnillo, Partner
24 Field Point Road | Greenwich, CT 06830
| (203) 862 7875
BOSTON CONNECTICUT NEW JERSEY NEW YORK WASHINGTON, DC www.daypitney.com
December 3, 2015 Luncheon
CompuMail has provided marketing communication services for over 21 years, specializing in data processing; graphic design services; digital, offset, and thermographic printing; purl, gurl and QR code development; direct mail services and more – all in our facility in central Connecticut. Whether it is printing your business cards or developing and managing your fundraising campaign, we engage industry leading technologies in order to bring our clients the best products and results.
Call us today to address any of your marketing or fundraising needs!