Upcoming Events
Audio Conference – How to Create a Written Fundraising Plan in 6 Easy Steps
Our AFP Chapter is happy to make Web Conferences available for our fundraising community. We purchase the Web Conference from AFP International to ensure quality programs and present them at a central location. This is not a webinar, all conference participants watch the presentation at the identified location.
FREE TO AFP MEMBERS ($20 for non-members*)
Presenter:
Sandy Rees
Date:
February 23, 2012 (Thursday)
Start Time:
1:00 PM
Estimated Length:
1 hour, 30 minutes
Location:
Fairfield Prep, Fairfield University Campus
1073 North Benson Road, Fairfield, CT 06824-5157
First floor of Xavier Hall, President’s Conference Room (across the hall from Xavier 112)
Contact: Larry Carroll
Phone: 203-254-4237
Directions:
Please see below
PLEASE NOTE: Attendees need to enter and exit the building through Prep’s main entrance (at the far end of the parking lot) and must report to the main office to be signed in, so allow some extra time.
Registration/Payment:
Free to AFP Members; $20 for Non-Members
*We ask that payment for Non-Members be made in advance, either by mailing a check made payable to “AFP-FC” and mailed to:
Marianne Hickey, 29 Black Alder Lane, Wilton, CT 06897
or we can accept a Visa or M/C payment over the phone by calling Marianne at 203.834.1910.
To confirm your attendance, send an email to: MarianneHickey@afpfairfield.org
About the Event:
Many nonprofits struggle to create a fundraising plan and put it in writing, yet the benefits are tremendous. A written plan shifts you from being reactive and dealing with the crisis of the day to being proactive and working purposefully toward the results you want. In this session, you’ll learn how to follow 6 simple steps to put together a written plan for raising the money you need in the coming year. We’ll cover goal setting (using SMART goals), action plans and ways to keep your plan on track, plus you’ll get some worksheets and checklists that will make the process easy.
In this session:
- Understand the process for creating a plan.
- Be able to begin the process of creating a written plan.
Target Audience:
While this presentation is appropriate for all levels of experience, it will be most helpful for those newer to the profession.
About the Presenter:
Sandy Rees is a nonprofit coach and consultant who specializes in showing small nonprofits how to raise money. She has written several books on fundraising including “The Simple Success Fundraising Plan” and she writes the blog “Get Fully Funded.”
DIRECTIONS TO FAIRFIELD PREP
FairfieldPrep, FairfieldUniversityCampus
1073 North Benson Road, Fairfield, CT 06824-5157
First floor of Xavier Hall, President’s Conference Room (across the hall from Xavier 112)
Contact: Larry Carroll
Phone: 203-254-4237
PLEASE NOTE: Attendees need to enter and exit the building through Prep’s main entrance (at the far end of the parking lot) and must report to the main office to be signed in, so allow some extra time.
From New York Via Connecticut Turnpike: Take exit 22 (Round Hill Road). Take a left ontoRound Hill Road. Turn right ontoBarlow Road. At the traffic light turn left ontoNorth Benson Road. Turn left into theFairfieldUniversity main entrance (Loyola Drive). Prep consists of the four-building complex on your left. VISITORS’ PARKING: FromLoyola Drive, take a left ontoMcInnes Road (the turn ontoMcInnes Road is the first left after the guard house). Take your next left ontoMurphy Road. Take your next left into the Prep main parking lot. Visitors’ parking spaces are located on the far side of the parking lot.
From New Haven Via The Connecticut Turnpike: Take exit 22 (North Benson Road). Turn right ontoNorth Benson Road. Proceed through two traffic lights. Turn left into theFairfieldUniversity main entrance (Loyola Drive). Prep consists of the four-building complex on your left. VISITORS’ PARKING: FromLoyola Drive, take a left ontoMcInnes Road (the turn ontoMcInnes Road is the first left after the guard house). Take your next left ontoMurphy Road. Take your next left into the Prep main parking lot. Visitors’ parking spaces are located on the far side of the parking lot.
Via the Merritt Parkway: Take exit 44 (Fairfield Business District). Follow Route 58 south ontoStillson Road (Route 135). Bear left ontoNorth Benson Road. Turn right into theFairfieldUniversity main entrance (Loyola Drive). Prep consists of the four-building complex on your left. VISITORS’ PARKING: FromLoyola Drive, take a left ontoMcInnes Road (the turn ontoMcInnes Road is the first left after the guard house). Take your next left ontoMurphy Road. Take your next left into the Prep main parking lot. Visitors’ parking spaces are located on the far side of the parking lot.
First floor of Xavier Hall, President’s Conference Room (across the hall from Xavier 112)
Luncheon – Trends in Fundraising: What’s Happening and How It May Be Affecting Your Fundraising – Sponsored by U.S. Trust
How are donors and their attitudes toward their philanthropy changing? What has been the impact of world events on fundraising? Lori Gusdorf, CAE, AFP’s Vice President of Membership and Chapter Services, will present an in-depth look at these questions and the major trends affecting fundraising and fundraisers’ work. Learn about what is happening nationally, what AFP is doing in response and how you can help influence the future.
Members, prospective members and nonprofit community leaders alike will benefit from this presentation. In addition, there will be an opportunity for discussion at the end and a chance to interact with, and get the perspective of, one of the Association of Fundraising Professionals’ key leaders. Please join us – and bring a friend, colleague, or co-worker.
Lori Gusdorf is the Vice President of Membership and Chapter Services at the Association of Fundraising Professionals. She has been with the organization for twenty-one years, working in the membership, chapter services and IT departments. During her tenure, membership in AFP has grown from 11,937 in 1990 to just under 30,000.
Lori is the primary staff liaison for the Membership Services Division of the Board, which is comprised of the Member/Chapter Services Committee, Diversity & Inclusion Committee, Next Generation and International Development Committee. She also serves as Executive Director of the AFP Foundation for Philanthropy – Canada.
Prior to her coming to AFP, she worked in the computer field installing databases for associations. Lori is a Certified Association Executive and holds a B.S. in Business Administration from Bryant University.
ABOUT OUR LUNCHEON SPONSOR: U.S. TRUST
For wealthy individuals and families, and non-profit endowments and foundations with complex wealth management needs, U.S. Trust offers innovative and customized financial solutions to help meet unique, family, business and philanthropic goals. A 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. We apply deep wealth management expertise and financial acumen to deliver across a comprehensive range of capabilities, including: Wealth Structuring, Investment Management, Customized Credit and Banking, Legacy and Philanthropy, and Family Office services.
For more information, visit www.ustrust.com
Mark A. DeCruccio
Senior Vice President-Private Client AdvisorU.S.Trust, Bank ofAmericaPrivate Wealth Management
CT2-193-02-01
1 GorhamIsland, Suite 2o2
Westport, CT 06880
P.203-341-3213
mark.decruccio@ustrust.com
CFRE Credits:
You earn 1.5 CFRE credits toward certification for each Luncheon Meeting you attend. For more information about CFRE certification, please visit: http://www.afpnet.org/Professional/CertificationList.cfm?navItemNumber=554
The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold its monthly educational program on Thursday, March 8, 2012 from 12 noon – 1:30 p.m. at Quattro Pazzi Restaurant, 165 Fillow Street in Norwalk (please click here for directions – there are issues with the directions provided by other sites). Registration and buffet open at 11:45 a.m. and the meeting starts promptly at 12 noon.
RESERVATIONS:
- Contact Marianne Hickeyat 203-834-1910, or by e-mail at mariannehickey@afpfairfield.org
- Luncheon fee: AFP Members – $25 ; Non-members – $45.
- We accept checks, and online credit card payments. If you wish to register online using your Visa or MasterCard, click here for the link or use https://www.chi-cash-advance.com/sforms/appeal942/Contribute.aspx (please scroll down to the “LUNCHEON TICKETS” section on the link)
- Make check payable to “AFP-FC” and mail to:Marianne Hickey,29 Black Alder Lane,Wilton,CT06897
Payment is appreciated in advance – please see *note below:
*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 2012 Sponsors for making our Programs available:
April 5, 2012 Luncheon
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David Hadden and Susan Roberts are members of Robinson & Cole’s Tax-Exempt Organizations Group which devotes its attention to matters relating to governance, risk management, fiduciary responsibilities, taxes and tax-exempt status, charitable giving, endowments, development of policies, and strategic planning. Robinson & Cole is an Am Law 200 firm with approximately 225 lawyers in nine offices serving regional, national, and international clients in a wide range of matters, including corporate; business and insurance litigation; tax and tax-exempt; finance; public finance; land use, environmental and utilities, and real estate; health law; labor, employment, and benefits; intellectual property and technology; and government relations.
Contact: David Hadden
dhadden@rc.com
280 Trumbull Street, Hartford,CT 06103-3597
Phone: 860-275-8239
www.rc.com
May 3, 2012 Seminar
About Our Luncheon Sponsor: Dylewsky, Goldberg & Brenner, LLC
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 sbrenner@dgbcpas.com.
September 6, 2012 Luncheon
Brendan Sohan
Solutions Consultant
JMT Consulting Group
888-368-2463 ext. 1034
845-319-7078 direct
914-826-5116 cell
bsohan@jmtconsulting.com
Connect with us:
PAST SPONSORS:
January 5, 2012 Luncheon
Bernstein Global Wealth Management
Bernstein Global Wealth Management, a unit of AllianceBernstein, has focused solely on research and investment management for more than 40 years. We offer a full range of investment services in all the world’s major markets, and we centralize portfolio management to ensure that all of our clients benefit from the firm’s best investing ideas. By integrating our investment services with sophisticated planning tools, we help the individuals and families, business owners, family trusts and foundations, and other financial guardians we serve build and preserve wealth across generations. As a financial advisor and discretionary money manager, we are bound by a fiduciary responsibility to our clients. Our mission is to help them limit risk and reach their goals across market cycles.
Joe Pucci, Principal, Financial Advisor, Office: (212) 756-4104, joe.pucci@bernstein.com; www.Bernstein.com
February 9, 2012 Luncheon
Danosky & Associates is an action-oriented; results driven consulting firm that specializes in building comprehensive funds development programs, financial and development assessments, campaign feasibility studies and campaign management, board advancement and governance guidelines, strategic planning, tactical marketing, and developing the leadership skills your organization needs to thrive in the 21st century. We offer a forward-thinking and proven approach to transforming your organization through strategic empowerment and philanthropic engagement. By leveraging the energy and momentum within your organization, we guide you to achieve the change you are looking for, create an environment where philanthropy thrives and fuel the success you envision.
Visit our web-site at www.danosky.com, follow our blog … The Philanthropy Therapist http://blog.danosky.com where we chat and discourse about things on our mind and the state of the world of NGO’s today ….
Contact us if you would like a free consultation ….. info@danosky.com or 860-355-0249
Connect with us:
|
Sponsor |
Website/Contact Info |
| Bernstein Global Wealth Management | www.Bernstein.com; joe.pucci@bernstein.com; 212-756-4104 |
| CompuMail | 860-628-2770 or info@compumail.net |
| CCS – Community Counselling Service Co., LLC | http://www.ccsfundraising.com/ |
| BlumShapiro | http://www.blumshapiro.com/ |
| Dylewsky, Goldberg & Brenner, LLC | http://www.dgbcpas.com/welcome.html |
| Sir Speedy Printing and Marketing Services of Branford | http://www.sirspeedy.com/centers/branfordct250/ |
| BizzBuzzTV | http://www.bizzbuzztv.com/ |
| Danosky & Associates | www.danosky.com |
| People’s United Bank | www.peoples.com/portal/site/peoples |
| Estabrook Capital Management | www.estabrookcap.com |
CFRE Review Course
Connecticut’s AFP Chapters
Connecticut and Fairfield County
present the
CFRE Review Course
University of New Haven
June 7 and June 8, 2012
The CFRE Review Course is a two-day, intensive program that offers development professionals an opportunity to review the main components of a complete fundraising program. It focuses on the terminology, organization and structure of a development operation and is presented through lecture, transparencies, handouts, case studies and the encouragement of participant dialogue.
The Review Course is not designed to be a preparatory course for the examination but a review of the body of knowledge which many use to study for the exam.
Course Location and Cost:
University of New Haven
300 Boston Post Road
West Haven, CT 06516
$390 for AFP members / $490 for non-members
AFP CFRE Review Course – click here for complete details and Registration Form
Register securely online at: https://www.chi-cash-advance.com/sforms/appeal769/Contribute.aspx
The Certified Fund Raising Executive (CFRE) Professional Certification Program is governed and administered by CFRE Professional Certification Board, an independent international organization working with thirteen participating organizations.
The program offers fundraising professionals with five years or more experience an opportunity to earn recognition for their experience and professionalism. Candidates must complete a separate application for certification and submit all fees 60 days prior to the exam. Questions? Visit their website at: http://CFRE.org
Interested in taking the certification exam?
August 24 – September 15, 2012 — Applications must be postmarked by June 22, 2012.
October 26 – December 2, 2012 — Applications must be postmarked by August 24, 2012.
Download information from the CFRE International website at http://cfre.org. Or contact CFRE to request a packet. Phone: 703-820-5555 . Email: info@cfre.org
Log on today. Start your application. Save it and add to it as you achieve milestones in your professional life. You will be that much closer to sitting for the exam.
Scholarships – AFP Fairfield County is also offering scholarships to their members. Contact Susan Chudwick at: aschud@bpthosp.org or 203-384-3930. Deadline May 15, 2012.
AFP CFRE Review Course – click here for complete details and Registration Form
Past Events
Luncheon – Responding to the Needs of Your Nonprofit and You
The Panel:
Mark Berardi is the Director of Membership and Training at Connecticut Association of Nonprofits.
Maurice Segall is the Director of the CT and NY Program for the Pro Bono Partnership.
Elaine Mintz is the Director of the Center for Nonprofit Excellence, a program of the Fairfield County Community Foundation.
Our Luncheon Sponsor: Danosky & Associates - Visit our web-site at www.danosky.com, follow our blog … The Philanthropy Therapist http://blog.danosky.com where we chat and discourse about things on our mind and the state of the world of NGO’s today ….
Contact us if you would like a free consultation ….. info@danosky.com or 860-355-0249
Audio Conference – Blue Ribbon Recipes for Capital and Endowment Fundraising Success
Presenter: Penelope Cagney, MA, CFRE
Luncheon – Start your New Year out with a Plan of Action! Development Plans That Make a Difference
Speaker: Rebecca Bryan www.rbryanassociates.com
Presentation Files:
- Development Plans that Make A Difference R. Bryan Associates.
- Suggestions for Fundraising Metrics
- Sample Development Plan blank
Sponsor: Bernstein Global Wealth Management - Joe Pucci, Principal, Financial Advisor, Office: (212) 756-4104, joe.pucci@bernstein.com
Luncheon
Speaker: Robert J. Trefry – Association of Fund Raising Professionals 12.08.11 Trefry presentation
Sponsor: CompuMail - 860-628-2770 or info@compumail.net
National Philanthropy Day
The 27th Annual National Philanthropy Day® Conference presented by the state’s two Association of Fundraising Professionals (“AFP”) chapters, AFP-Fairfield County Chapter and AFP-Connecticut Chapter.
Presentation Files:
- Annual Giving Affinity Table (HLemoine)
- How to Advance Your Career (TWright and HLemoine)
- CT Philanthropy Day Presentation Outline (TWright)
- Meeting Your Mission_Spending Policy and Fundraising (GSinger and JPucci)
- Planned_Giving_Toolbox_Slide_Summary (GHammond)
- Techniques for Accepting Online Donations (MHalpert)
Contact Marianne at mariannehickey@afpfairfield.org for the following two presentations (too large to post):
- LinkedIn – A Powerful Tool (GStengel)
- ROI and Fundraising (TRalser)





