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THIRD PARTY FUNDRAISING
EMPOWERING COMMUNITY VOLUNTEERS
TO ADVANCE YOUR CAUSE!
January 13, 2010
 Topic:
THIRD PARTY FUNDRAISING – EMPOWERING COMMUNITY VOLUNTEERS TO ADVANCE YOUR CAUSE!
Time:
11:45am Networking
12:30pm Lunch and Presentation
Presented By:
Alison J. Buchalter, Director of Development
Alzheimer’s Association, Hudson Valley/Rockland/Westchester, NY Chapter
Third party fundraising is often a largely untapped resource for many non-profits, either because it is unclear what “Third Party Fundraising” means, or what is involved in launching a Third Party Fundraising program. In this session, Alison will provide you with tools you can use to launch your organization’s Third Party Fundraising Program! Alison strives to define Third Party Fundraisers and how they operate, to provide you with sample policies, procedures and promotional tips & tools you can adapt when launching/enhancing your organization’s Third Party Fundraising program, and to share her own successes and “areas for improvement” she has experienced along the way.
Alison Buchalter is the Director of Development for the Alzheimer’s Association’s Hudson Valley/Rockland/Westchester, NY Chapter – the local affiliate of the national Alzheimer’s Association – serving families impacted by Alzheimer’s disease and related forms of dementia in Dutchess, Orange, Putnam, Rockland, Sullivan, Ulster and Westchester Counties, in New York.
Alison holds a BA in Psychology/Social Sciences Interdisciplinary from the State University of New York at Buffalo, and an MS in Gerontology from Baylor University. Since 1997, Alison has held sales, marketing and administration positions in both non-profit and private/for-profit care settings in the aging services industry, and has served as a program and fundraising event volunteer for both the Alzheimer’s Association’s former Mid-Hudson and Westchester/Putnam Chapters. Alison joined the Association’s staff in 2002, when these two chapters merged as the Hudson Valley/Rockland/Westchester, NY Chapter’s Associate Director of Programs and Services. Alison joined the management team by becoming Chapter’s Director of Development in 2004, when the position became available.
Alison is a proud member of ADO, and area business/networking groups including The Business Council of Westchester, the Westchester County Association, The Dutchess County Regional Chamber of Commerce ENERGY Committee, The HUB – Young Professionals of the Hudson Valley – of the Greater Southern Dutchess Chamber of Commerce, and The African American Chamber of Commerce of Westchester & Rockland Counties. Previously, Alison has served as the Board President of the Northern Westchester Geriatric Committee, and has served on the Board of the Central Westchester Geriatric Committee.
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FEBRUARY 2010 LUNCHEON MEETING
HIGH VALUE PROSPECT RESEARCH
 The financial turmoil of 2008 and its aftermath have made researching potential donors and prospects more important than ever. As we recover from the Recession of the Rich, what are the basic tools, processes and training that you and your staff need to keep up with your donors and prospects’ changing fortunes?
Poonam Prasad, President of New York City-based consulting firm Prasad Consulting & Research and one of ADO’s most highly-rated speakers, returns to reveal the mysteries of expensive and similar-sounding online wealth identification databases, subscriptions and search engines. Is Googling good enough or must you invest mega dollars to continue bringing in large gifts in today’s challenging environment?
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Hone your skills by signing up for the joint ADO/SUNY Purchase Certificate Program. We offer four courses spanning the year that cover all major aspects of a successful fundraising effort. Register Now! Course I has been completed, and Course II is now underway.
The program is intended for development officers, executive directors, board members and fundraisers. The coursework covers all the major components of a successful fundraising effort. Every week a different expert in the fundraising field provides participants with the tools and strategies needed to succeed at fundraising. Upon completion of the program, graduates receive a certificate from Purchase College and the Association of Development Officers, acknowledging the acquired level of knowledge and expertise. Courses DO NOT have to be taken in sequence but all four courses are required to earn a certificate.
Click here for brochure (pdf) which includes information on how to enroll.
Looking Ahead:
Course III: Fundraising Technology and Research
Wednesdays, 6:00–9:00 p.m. starting February 24th
Fee: $179; ADO members $155
Session 1: Technology Applications
Session 2: Individual Donor Research
Session 3: Corporate, Foundation and Government Funding Research
Course IV: Fundraising Communications
Wednesdays, 6:00–9:00 p.m. starting March 24th
Fee: $239; ADO members $214
Session 1: Grant Writing
Session 2: Corporate and Foundation Strategies; Government Relations
Session 3: Image Development and Public Relations
Session 4: Marketing and Advertising
A recent graduate of the program has the following to say:
December 2, 2009
I am really happy to tell you that I’m starting a new position in development next week. I will be joining the Columbia University Business School External and Development Individual Giving Team as an Assistant Director. The ADO and its Fundraising and Development Certificate Program certainly helped me in my success obtaining this new position. I think the job at Columbia is a great fit for me and I can honestly say that I did not think I would land there so it’s really fantastic. I am looking forward to the opportunity very much! Thank you for your help getting started and encouragement along the way.
Ed Cangialosi
For more information contact ADO / SUNY Certificate Co-Chairs Marilyn Foley, Marilynfoley2000@yahoo.com or Felicia Anzel, Felicia.anzel@gmail.com
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ADO matches up experienced professionals with those looking for guidance or advice. The program is very flexible, based on the individuals involved. It can include short meetings, phone calls, e-mails, job search assistance, or even job “shadowing.” ADO’s Mentoring Chair, Gwen Salmo, is a pro at making the perfect matches! Contact Gwen at gwensalmo@friendsofkaren.org to sign on as mentor or mentee.
Click here for more information.
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Director of Grants and Foundation Relations
Blythedale Children’s Hospital Description:
Blythedale Children’s Hospital is a national leader in diagnosing and treating children with life-threatening and complex medical illness/conditions.
Responsibilities: As part of the development team, the Director of Grants and Foundation Relations has the responsibility for the identification, development, and presentation of projects and programs that increase foundation grant support. The Director will drive all activities associated with the development of foundation partnerships, including writing proposals and providing support to senior administration, Board members, medical leadership, and colleagues with regard to foundation proposals, writing, and reporting. With the goal of aligning Blythedale’s programs with national and local foundations, the Director will oversee the creation, planning, and implementation of development strategies aimed at targeted foundations. The Director will work collaboratively with medical leaders and staff to identify, develop, package projects and programs, and execute and oversee proposal development. Moreover, he or she will maintain a portfolio of foundation prospects and donors for personal cultivation and solicitation.
Requirements: The ideal candidate will have extensive experience shaping and driving foundation relations, ideally within a healthcare institution, academic medical center, or higher education institution during a significant campaign; superior writing skills and communication abilities; demonstrated talent for writing successful proposals; an entrepreneurial, creative, and proactive approach to foundation fund raising; the poise and superior relationship management skills to work with foundation leaders and to cultivate relationships with program officers and decision-makers; demonstrated ability to engage participation from all levels and create an atmosphere charged with excitement and energy for Blythedale’s visionary programs and projects; intellectual curiosity and agility; passion and energy for the mission and work of the Hospital; and dedication to best fund-raising practices.
Contact: Gail Freeman BlythedaleDMG@glfreeman.com
Director of Development
FIND Aid for the Aged
Description: FIND Aid for the Aged provides housing at three sites, and social services, meals and social activities to low income seniors at five senior centers on the Upper West Side of Manhattan.
Responsibilities: Ideal opportunity for associate director ready to advance to director level. Pioneering supportive housing and senior services agency seeks full-time fundraiser to plan and implement development program. Responsibilities include proposal preparation, corporate and foundation solicitations, board development, and oversight of direct mail campaign. Work w/ Exec Director and Board to lead organization to greater financial stability and to develop new programs.
Requirements: B.A., 5 years fundraising experience.
Range: Salary in Low-Mid 70’s, excellent benefits.
Contact: Send resume and cover letter to: info@projectfind.org or fax them to 212-724-4163. If emailing, please include your cover letter and resume in the body of the email. NO EMAIL ATTACHMENTS WILL BE OPENED.
Sponsor and Fundraising Director
Toughman Inc.
Description: Toughman Inc. (501c3) seeks to raise funds for local charities through fund raising events with youth and adult sporting events.
Responsibilities: The Sponsor and fundraising director will manage all sponsor and charity objectives.
Requirements: Must have previous fundraising experience.
Contact: Dr Richard Izzo,63 South Ridge St. ,Ryebrook, NY 10573,914-536-0521, RIzzo@WestchesterToughman.com
The National Action Council for Minorities in Engineering (NACME)
Description – Director, Communications.The person in this position is responsible for providing communications and marketing direction to the organization and for implementing, the organization’s strategic communications program and brand recognition plan. The Director, Communications will interact with all members of the NACME team and work closely with the Media Relations Advisory Group and communications agency.
Responsibilities: Core duties and responsibilities include the following. Other duties may be assigned.
Communications – writes/edits speeches and presentations for NACME’s President & CEO, and other executives.
Public Relations – contributes to the development of public relations strategy; develops/edits press releases; reaches out to media contacts; plans/coordinates media events; maintains up to-date media lists; coordinates all activities. Works closely with the Media Relations Advisory Group, consisting of high level corporate volunteers, and select members of NACME’s board of directors and liaisons.
Marketing Materials – oversees development of print materials, including annual report, program brochures, research reports, and special events items. Ensures use of established NACME style and branding standards.
Websites – provides leadership in the design and management of the websites; assesses web standards, technologies and trends; formulates plans for future enhancement of the websites; monitors website daily to ensure timeliness and accuracy of content, and process in place to update website on regular basis.
Government Relations – interacts with DC policy firm and communications agency in planning and executing specific policy related events.
Institutional Advancement – supports fundraising team to ensure consistency between NACME’s branding/communications strategy with fundraising initiatives. Works on projects including development of fundraising collateral and special events.
General Support – works closely with other departments on their communications deliverables as needed. Manages daily interaction with the Media Relations Advisory Group and communications agency. Supervises and supports vendors and contractors as required.
Reporting:The Director, Communications is in the Institutional Advancement department and reports to the Senior Director, Institutional Advancement. The Director has no direct supervisory responsibilities.
Qualifications: The position requires three to five years related communications experience in a non- profit organization, corporation, or agency. A four-year degree in a related field is preferred. Strong writing, editing, media relations, and website editing skills are essential. The individual should have expertise in Microsoft Office (including PowerPoint) and HTML website programming.
Contact
Cathy Levy, clevy@nacme.org
Senior Director, Institutional Advancement
NACME
440 Hamilton Avenue, Suite 302
White Plains, NY 10601
Click Here for the complete Job Bank list.
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Network with peers, learn from each other as well as experts in various aspects of fundraising and related fields, and have a good time along the way. Our membership year is from July 1st to June 30th.
MEMBERSHIP BENEFITS
ADO Membership Directory
(Must join by December 1, 2009 to be included in the 2009-10 Directory)
- Discounts on ADO programs (National Philanthropy Day, ADO DAY, Breakfast Meetings, Luncheons)
- Discount for ADO-SUNY Purchase Fundraising and Board Development Courses
- 15% discount at Support Center for Nonprofit Management events
EXECUTIVE MEMBERSHIP - $230
Above benefits, plus 8 luncheon seminars
DIRECTORY MEMBERSHIP - $130
Above benefits, plus reduced luncheon seminar rate ($30). Non-members pay $35 per luncheon seminar.
Click here to see the full array of membership benefits.
Click here for a membership application.
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Mid-Year Discounts! Membership is Pro-rated – so Join Today!
If you join in January, the fee is reduced to $165.
Start the year off with a nod toward your professional development, and join ADO today!
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For more information contact one of our Vice Presidents of Membership:
Lucille Geraci-Miranda, MPA, geranda96@aol.com or 914-391-7552
Robby Morris, CLU, robbymorris.com@gmail.com or 914-273-6301
ADO Directory
The ADO Directory listing for all members is now closed for inclusion in the 2010 edition. We are, however, accepting ads for the Directory.
ADO 2009 Directory Advertising
If you are interested in advertising in the 2009 ADO Directory, contact Robby Morris 914-273-6301 or email morrisrw@ft.newyorklife.com. with your name,
company name, phone number, email address, ad size and copy or camera ready art work.
Ad sizes/costs:
Full Page 7 1/2 (height) x 4 1/2 (width)
cost - $150(non-member) / $100(member)
1/2 Page 3 1/2 (height) x 4 1/2 (width) cost - $100
Please send your check made out to ADO with a copy of the ad to: Robby Morris, 70 Old Byram Lake Road, Armonk, NY 10504.
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We are doing something different this year. Have you always wanted to present at an ADO DAY Conference but were just never asked? Well, now you can step forward and submit a workshop proposal through our new “Call for Presentations.”
ADO Day 2010
It Takes a Team:
Building the Foundation Today for Tomorrow
April 22, 2010
Doubletree Hotel, Tarrytown
The Association of Development Officers invites you to share your insights and expertise by presenting at the ADO Day Conference at the Doubletree Hotel in Tarrytown, NY. This conference, designed by and for development professionals, is focused on building a team within and without our organizations that will encourage and build philanthropic support. The conference will be centered on three tracks, with appropriate workshops to support each track:
- Communicating your message with and for all your constituents. Sample workshops would include:
- Empowering your Board & Volunteers
- Creating a philanthropic culture
- Defining your message for all to hear
- Implementing a crisis communication plan – who is involved?
- Fund raising Strategies – from the basics to generating significant growth. Sample workshops to consider:
- The Development Plan – what it is and how to implement
- Donor Retention strategies
- What does the Board & CEO expect of the Development Office
- Major gifts, cultivation, and tricks of the trade for small shops.
- Planning for the future – how to sustain support for your organization for the long-term. Sample workshops may address:
- Are you ready for a capital campaign?
- Assessing your Development Office
- Strategic planning for the Development Office
- How to deal with change
- Building a Legacy and Endowment for your organization
Click here for the RFP - Call for Presentations Deadline January 8, 2010
Question? Contact Co-Chairs:
Paula Barbag: PBarbag@richmondcommserv.org and
Grace Ferri: gferri@uhgc.org
Deadline for ADO Day Conference Scholarship Applications
Is Set for March 15, 2010
Scholarships to cover the entire registration fee for the ADO Day Conference on April 22 are available from ADO for individuals that are in need of financial assistance.
To be eligible for a scholarship, the candidate, who must either live or work in Westchester, Putnam, Rockland or Dutchess Counties, must currently be employed as a fundraising professional by a 501C3 agency and have a demonstrated need for a scholarship.
Factors that will be considered when awarding scholarships include, but are not limited to: size of agency’s operating budget, size of development budget, staff size and the number of people served by the agency.
A Scholarship Selection Committee will make an impartial determination of scholarship winners. Both the application process and the award will remain confidential.
Click Here to apply for a scholarship, please complete the ADO Scholarship Application Form and mail to:
Sue Cole, ADO Scholarship Committee
Cole Communications
10 Brooklands
Bronxville, NY 10708
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Sue Cole, a partner and founder of Cole Communications, recently had an article entitled 2009: A Year of Missed Opportunity? published in a December issue of the Westchester Business Journal. To read the article, please click here.
Meighan Corbett is serving on the Planning Committee for the Annual CASE/NAIS Conference to be held in New York City January 23-26, 2010. She is responsible for putting together eight preconference seminars for advancement professionals at independent schools. This is an international as well as national conference that is being held here in New York City for the first time in several years.
Katherine D. Guenther was recently appointed The Wartburg Foundation’s second President and CEO. In a press release announcing the appointment, Rich Ertel, chairman of the Foundation’s Board of Directors, stated that the search committee interviewed candidates from around the country. The search process lasted over six months. “We are delighted, and I think she’s the perfect person,” said Ertel. “As the organization expands there will be tremendous opportunities for us. Kate has a lot of ideas and is right on track.”
Theresa Kump Leghorn, Director of the Museum of Arts & Culture, and her husband Tom Leghorn received the first Dorothy Allen Award for community service from the United Way of New Rochelle at its Leadership Dinner on November 4, 2009.
Robby Morris, an Insurance & Financial Advisor and President of the Morris Group, is one of the first inductees into the Special Olympics Hall of Fame.
At an Awards Dinner November 20, 2009 at the Yorktown Elks Lodge, Robby was inducted for his outstanding accomplishments during his 30 plus years of voluntary service. Through his stewardship, Robby has helped the Special Olympics organization grow significantly since the mid 70’s on both the Local and State levels. Robby says that he has seen the joy, personal growth and sense of accomplishment that the program has brought to the athletes over the years and is grateful to be a part of it.
OTHER NEWS
The Grantsmanship Center's signature Grantsmanship Training Program is coming to New York City, January 25-29, 2010.
During the workshop, participants will learn The Grantsmanship Center's highly regarded proposal-writing format. In addition to practicing advanced techniques for pursuing government, foundation, and corporate grants, participants work in small teams to develop and then review real grant proposals.
Participants exit the class equipped with new skills, new professional connections, and follow-up services for one year, including a professional proposal review, access to TheGrantsmanship Center's exclusive online funding databases, and an array of other benefits. Many also leave with proposals that are ready to polish and submit. Tuition for the Grantsmanship Training Program is $895 ($845 for each additional registrant from the same organization).
To ensure personalized attention, class size is limited to 30 participants. For more information, click here. To register online or to learn about scholarship opportunities for qualifying organizations, click here. Or call The Grantsmanship Center's Registrar at (800) 421-9512.
THINK AHEAD!
Who will you nominate for an ADO National Philanthropy Day Award in 2010
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