Breakfast – Boards and Fundraising; Sponsored by Dylewsky, Goldberg & Brenner, LLC
About Our Session
While it is well accepted that board membership carries with it the responsibility to actively engage in fundraising, it is nonetheless a continual challenge for every organization to motivate that engagement.
This workshop will address two questions, the answers to which can help organizations to meet this challenge:
- Why would board members want to fundraise?
- Why do they resist fundraising?
Solutions can be found in structuring the fiduciary oversight and leadership work of the board to develop the motivation and skills for fundraising.
About Our Speaker
Michael Davidson is a consultant specializing in nonprofit board development, management support, strategic planning, leadership transition, and executive coaching for nonprofit managers. He has over 20 years experience in nonprofit board and managerial leadership and has provided board training and retreat facilitation for more than 150 nonprofit organizations. He is the former Chair of Governance Matters, lead consultant for the BoardServe NYC program of the United Way of New York City and a member of the Selection Committee for the New York Community Trust Nonprofit Excellence Awards.
He has been a Peace Corps Volunteer, an Assistant Professor of Anthropology, an Assistant District Attorney and an attorney in private practice. He holds a BS in mathematics from New York State University College on Long Island, a JD from Columbia Law School and an MPH in Anthropology from Yale University.
For more detail, see www.boardcoach.com
Our Sponsor
Dylewsky, Goldberg & Brenner, LLC was founded approximately twenty five 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. We have two offices to serve our clients throughout the tri-state area in Stamford, CT and Westport, CT.
For more information, please contact Scott M. Brenner, CPA at 203-975-8830 or
Reservations
The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold this educational program on Thursday, June 1 from 7:30-9:30am at The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk, CT. Registration/networking opens at 7:30am, and the buffet opens/meeting starts promptly at 8:00am.
A BENEFIT for all AFP-Fairfield County Chapter Members!
We encourage you to invite a prospective member
to an AFP educational program at a special rate of $40.
*Reservations can be made online by the guest, but the Member must attend the event.
Walk-in guests will not qualify for special rate.
Guests may only receive a special guest rate one time.
- Contact Marianne Hickey at 203-834-1910, or by e-mail at
- Event fee:
- AFP Members – $30
- Guest accompanied by AFP Member – $40
- 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
- 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 must cancel by 12 pm on the Wednesday preceding the event. If no cancellation has been received, there will be no refund or carry over of the fee. If pre-payment has not been made and no cancellation has been received by 12 pm on Wednesday, that person will be billed for the amount due for the event.
CFRE Credits (tba)
We thank the following 2017 Sponsors
for making our Programs available:
January 12, 2017 Members Roundtable
MSP Cultivate is a New Canaan based strategic marketing agency specializing in enhancing nonprofit organizations’ mission-driven communication. Our mission is to use the latest in technology, creative services, and production methods to help you accomplish your most fundamental goal: engaging and connecting with your constituents, and helping raise money. We work with multi-hospital healthcare networks, colleges, and a variety of nonprofits. Our strategies increase donation returns on development dollars spent. The result of MSP’s partnerships has helped organizations improve donor retention, increase participation rates, and total dollars raised. Our team professionals bring the experience of veteran fundraising specialists, digital marketing experts, database gurus, and creative artists.
Nils Morgan
MSP Cultivate
65 Locust Avenue, New Canaan, CT
mspcultivate.com
203-252-5097
February 2, 2017 Luncheon
TANGO is a community of non-profit organizations that leverages its collective clout to create a platform on which socially responsible companies can deliver support that drives innovation, fiscal responsibility and mission advancement. By banding together, we have changed the way business is done. Our collective purchasing power drives a better deal – beyond the “non-profit rate” our members benefit from the sharing of intellectual capital, best business practices, peer-to peer engagement and the untold benefits of being a part of a community that “gets it.”
Rollin Schuster, Founder & President
Laura Hurlbirt, Associate Director
877-70-TANGO
www.tangoalliance.org
March 2, 2017 Members Roundtable
Russo & Associates, LLC, Attorneys at Law has been serving clients in Fairfield County for over ten years. Our main focus is in the area of Real Estate Property, Small Business and Probate matters. We help our clients with both transactions and litigation matters in each of these areas.
Our lawyers have a breadth of experience to help you no matter what your challenge: whether it’s buying a home or settling a lawsuit with your neighbor over a common border fence. Many small businesses rely on our expertise when they’re first starting out, restructuring or when they find themselves in a Court dispute. Though the most sensitive and compassionate work we do is helping families probate the estate of a loved one or setup a conservatorship to help a family member in crisis.
Robert D. Russo, Attorney
203.254.7579
www.russoassoc.com
Offices in Southport and Darien
April 27, 2017 Breakfast
BlumShapiro is the largest regional business advisory firm based in New England providing accounting, tax and business consulting services. We serve our clients from offices in Connecticut, Massachusetts and Rhode Island.
We serve as your business advisors, helping you solve challenges and maximize opportunities. Drawing upon our breadth and depth of experience in our primary service areas — non-profit organizations and educational institutions, privately held businesses 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. 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.
The firm has long been an active citizen in our community and is a proud contributor to and sponsor of over 300 charitable, arts and civic organizations. Partners and staff donate time serving as board members and in top leadership roles in over 200 organizations.
Patrick T. Dunleavey, CPA
Audit Manager, Non-Profit
BlumShapiro
2 Enterprise Drive, Shelton, CT 06484
Direct 203.944.8653 Fax 203.712.1453
Cell 203.218.1251 Toll-Free 800.529.9295
/ www.blumshapiro.com
May 17, 2017 Members Roundtable
Vantage in Philanthropy, Inc. is a full service fundraising consulting firm dedicated to nonprofits in the fields of education and youth programs, services for people with disabilities, environmental conservation, and the arts and historic preservation. Celebrating the ten year anniversary of our firm, Vantage in Philanthropy is headquartered in Newport, RI with offices in Fairfield, CT and Fort Lauderdale, FL. Our specialties include capital and endowment campaigns, annual appeals and major gift programs, foundation grantwriting, feasibility studies, as well as donor prospect research and media relations.
Visit www.vantageinphilanthropy.com or contact David Guertin, President, at 401-619-3990 or
Vantage in Philanthropy, Inc.
69 Warwick Avenue, Fairfield, CT 06825
www.vantageinphilanthropy.com
June 1, 2017 Breakfast
Dylewsky, Goldberg & Brenner, LLC was founded approximately twenty five 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. We have two offices to serve our clients throughout the tri-state area in Stamford, CT and Westport, CT.
For more information, please contact Scott M. Brenner, CPA at 203-975-8830 or
December 7, 2017 Annual Meeting and Luncheon
CompuMail has provided marketing communication services for over 25 years, specializing in dataprocessing; 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.