Luncheon – Major and Principal Gifts: The Balancing Act! Sponsored by Russo & Associates, LLC
CLICK FOR JOSH NEWTON’S PRESENTATION FROM 9/15/16
Our Speaker
Josh Newton, President & CEO University of Connecticut
A lifelong southerner, Josh 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, 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 Present for Health Science Development at Emory, he was promoted to Senior associate Vice President for Arts and Sciences Development in 2005.
Josh has been a member of AFP since 1994, and was President of the Greater Atlanta Chapter during 2007. In 2008, he was elected to the AFP International Board, where he currently serves as Secretary. Josh earned the CFRE designation and is also a member of CASE. He graduated with a BA in Business Administration from Belmont Abbey College.
About Our Session
The 80/20 has become the 90/10, or for many of us the 95/5 (or dare I say 99/1). How do we spend our time? As leaders, how does one manage their organization? Where do we invest resources? How do we build and effective pipeline? While this discussion often has us thinking, and working, in circles, we will have a discussing regarding the importance of relationship building, thinking strategically and for the long term, and building a development operation that supports the entire operation, while focused on building a strong and robust major and principal gift program. A question and answer session will follow.
About Our Sponsor
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
Reservations
The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold its monthly educational program on Thursday, September 15, 2016 from 12:00-1:30 pm 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.
Special “Guest of Member” Pricing Option* !
A BENEFIT for all AFP-Fairfield County Chapter Members…we encourage you to invite a guest and prospective member 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.
- Contact Marianne Hickey at 203-834-1910, or by e-mail at
- Event fee:
- AFP Members – $25
- Guest accompanied by AFP Member and paid in advance by 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
- 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
You earn 1.5 CFRE credits toward certification for this event. For more information about CFRE certification, please visit: http://www.afpnet.org/Professional/CertificationList.cfm?navItemNumber=554
Book Signing – The Gratitude Diaries by our December 1 Luncheon Speaker, Janice Kaplan
New York Times bestselling author Janice Kaplan has found that gratitude can transform organizations, personal relationships, and levels of generosity. Through amusing anecdotes and widespread research, she’ll offer ways to incorporate gratitude in relationships and work. The former Editor-in-Chief of Parade magazine, Kaplan is the author of thirteen books, including her most recent The Gratitude Diaries. With warmth and wit, she’ll inspire you to think positively and start living your best year ever. She will sign books at the December 1 luncheon. Books can be purchased online by using our registration form for upcoming AFP events.
We thank the following 2016 Sponsors
for making our Programs available:
January 7, 2016 Breakfast
First Vice President-Wealth Management
Senior Financial Advisor
The O’Connor Group
1499 Post Road, 2nd Floor
Fairfield, CT 06824
February 10, 2016 Evening Presentation
Danosky & Associates helps non-profit organizations build the capacity to move their strategic vision forward with a solid foundation and an army of support behind them. Our approach draws upon five key disciplines that can work together as an integrated solution or be used independently to address specific concerns. Our approach is achieved with the expertise of our consultants working together to provide nonprofit organizations with the best possible results and as a Certified BoardSource Governance Trainor, Sharon Danosky is taking Boards to new heights. The five key disciplines are; Board Empowerment, Philanthropic Advancement, Financial Capacity, Reputation and Crisis Management and Management Transformation. Through assessments and analysis, we develop comprehensive plans that; Nurture and inspire your constituencies, develop and build alliances, create a culture where philanthropy thrives, raise significant financial support, plan for contingencies, assure accountability and transparency, and position your cause for the future.
143 West Street, Ste. 123A, New Milford, CT 06776
860-799-6330
www.danosky.com
March 17, 2016 Luncheon
Who We Are
Since 1995, we have shown leading nonprofits across the United States and Canada how to remove their biggest planned giving obstacles and double the results of their planned giving efforts with limited time and money… and we GUARANTEE satisfaction. We can guarantee satisfaction because we regularly 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 on the market. Charities call it “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 shown North American charities how to “motivate planned giving” and double their results. 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’s donor-centric!
Donald S. Harmelin
Executive Director
84 West Park Place, Stamford, CT 06901
CFRE Credits
You earn 2.0 CFRE certification credits for attending The Donor Motivation Program’s work shop, “The 7 Most Influential Planned Giving Trends of 2016… and How to Take Action Now!”
April 7, 2016 Luncheon
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
June 2, 2016 Breakfast
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients’ wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,000 professionals and maintains 97 offices in 31 states.
As part of Bank of America, U.S. Trust can provide access to a broad range of banking solutions for individuals and businesses, and an extensive retail banking platform.
Mark A. DeCruccio
Senior Vice President-Private Client Advisor
U.S. Trust, Bank of America Private Wealth Management
1 Gorham Island, Suite 2o2, Westport, Ct 06880
September 15, 2016 Luncheon
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
October 6, 2016 Luncheon
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 1, 2016 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.