2013 AdNet Days Speakers

Transcription

1 2013 AdNet Days Speakers Saturday & Sunday, Sept , 2013 Manchester Grand Hyatt, San Diego Bryan Clontz, Charitable Solutions, LLC Plenary: 27 Things Community Foundations Do That Drive Me Nuts Session: Four Operating Models of Community Foundations Session: Creative Charitable Planning with Non-Cash Assets: A Case Study Approach Bryan Clontz, CFP, CLU, ChFC, AEP, CAP, serves as the president and cofounder of Charitable Solutions, LLC. In the decade prior to starting the firm in 2003, he has served as the director of planned giving for the United Way of Metropolitan Atlanta, director of planned giving at the national office of Boys & Girls Clubs of America and as vice president of advancement at The Community Foundation for Greater Atlanta. Bryan has extensive experience in planned giving consulting, charitable gift annuities, non-cash asset receipt/disposition, donor advised funds and emergency assistance funds. Christy Eckoff, Director of Gift Planning, The Community Foundation for Greater Atlanta, Inc. Session: Engaging Professional Advisors in Philanthropy: A Tale of Two Cities In her position, Christy is primarily responsible for developing the strategic direction for and successful implementation of the Foundation s comprehensive planned and major giving programs. Most recently, Christy served as Senior Director of Gift Planning at Georgia State University. Christy is on the Board of the Georgia Planned Giving Council, the Association of Fund Raising Professionals (AFP), the Kiwanis Foundation of Atlanta, and the Wiskott-Aldrich Foundation. She is also a member of the Junior League of Atlanta, the Kiwanis Club of Atlanta and served on the Georgia State University Advancement of Women Staff Steering Committee. Christy is a graduate of Duke University, earned her J.D. at the University of North Carolina at Chapel Hill, and LL.M. in Taxation at the University of Washington.

2 Gwyneth Gaul, Director of Development, The Pittsburgh Foundation Gwyneth is responsible for developing new and deferred funds. In her role as a philanthropic advisor, she works closely with donors, financial advisors, CPAs and estate attorneys to identify the best solutions for charitable giving. Prior to joining The Pittsburgh Foundation in March of 2010, Gwyneth was the Regional Development Director for the Student Conservation Association (SCA), a national non-profit, and was responsible for fundraising efforts for the organization s urban youth programming in Pittsburgh, Chicago, Detroit and Milwaukee. Prior to SCA, Gwyneth was the Regional Development Director for The Grameen Foundation, an international foundation based in Washington DC whose mission is to enable the poor, especially the poorest, to create a world without poverty through microfinance. Gwyneth was responsible for engaging individuals capable of making gifts over $1M. Gwyneth began her career in Development as a Major Gifts Officer at Duquesne University in Pittsburgh. Before entering the nonprofit sector, Gwyneth worked in both Pharmaceutical and Medical Sales working primarily with Cardiologists throughout the Pittsburgh region. Gwyneth began her career at a Public Affairs firm, William J. Green & Associates and worked for clients such as Citizens Bank, Comcast and The Pittsburgh Steelers. A Pittsburgh native, Gwyneth, in her spare time, is a Mentor through Amachi Pittsburgh to Summer (14) and DeSean (11). She has been an on-air radio host for WYEP-FM, and sought ways to connect communities in Pittsburgh s East End by co-founding Monday night Jazz at AVA in East Liberty. She was once an avid soccer player and coach and is a graduate of Carnegie Mellon University. She currently serves on the Board of Directors for Shuman Juvenile Detention Center as well as the Estate Planning Council. Kim Wright, Director of Philanthropic Services, The Seattle Foundation Session: Nonprofit Research, Philanthropic Consulting and Family Planning Reports, Oh My! Kim Wright specializes in helping people develop personalized strategic giving plans and she greatly enjoys working with multiple generation families. Drawing on her 17 years of experience in youth philanthropy leadership, she is heavily involved in The Seattle Foundation s Youth Grantmaking Board and Alumni Network. Born and raised in Seattle, Kim grew up around the water and has a strong affinity for the health of the Sound. Kim s commitment to local organizations is driven by relationships in the community. She has actively volunteered with over 70 nonprofit organizations in King County. She currently spends her time advocating for Planned Parenthood of the Great Northwest on their Board of Advocates and she supports international organizations helping women and girls. Kim is a certified trainer and early adapter of 21/64 s multigenerational tools and approaches to philanthropy consulting.

3 Robin Ferriby, Vice President, Philanthropic Services, Community Foundation for Southeast Michigan Sessions: Stories from the Warfront Panel; AdNet Management Workshop Robin is a past shareholder of Berry Moorman P.C. and a former senior associate at Clark Hill PLC. Mr. Ferriby serves on the Legislative and Regulatory Action Team of the Community Foundation Leadership Team of the Council of Foundations. In this capacity, he provides comment on federal legislation and regulation affecting charitable giving and tax exempt organizations. He is also a member of the Council of the Probate and Estate Planning Section of the State Bar of Michigan where he chairs the charitable giving and tax exempt organization committee. Past legislative involvement includes being a co-author of the repeal of the Michigan inheritance tax, testifying on the repeal of the Michigan intangibles tax, and significant participation in the drafting and passage of the Michigan Estates and Protected Individuals Code (the probate code). He is a member of the Probate and Estate Planning and Taxation Sections of the State Bar of Michigan and the Real Property, Probate and Trust Law and Taxation Sections of the American Bar Association. He is a frequent lecturer and author on the topics of estate planning, estate and gift tax planning, charitable organizations and planned giving. In March, he was appointed as Secretary/Treasurer of AdNet. He is currently work on the "Brutal Facts" ad hoc committee for the Community Foundation Leadership Team of the Council of Foundations. Mr. Ferriby graduated from the University of Detroit School of Law and Michigan State University. Dana K. Miller, Vice President for Advancement, Rochester Area Community Foundation Dana is responsible for donor acquisition, philanthropic services, professional advisor relationships, planned giving, and other fundraising. In his advancement role, he has helped the Community Foundation raise more than $128 million over the past six years. Prior to joining the Community Foundation, Dana spent 34 years at Xerox Corporation where he held management and technical positions. A life-long resident of Rochester, Dana received an A.A.S. degree from Monroe Community College and then continued his studies at the University of Rochester where he earned an MBA from the Simon School of Business. Dana was elected in 2005 and re-elected in November 2009 to a second four-year term as one of the Rochester's five at-large City Council members. He currently serves as Vice President, and has chaired the Finance, Economic Development and Jobs, Parks and Public Works Committees. Dana has been active in numerous volunteer activities for more than 30 years including 2 terms as President of the 19th Ward Community Association. He currently serves on the board of Action for a Better Community, Unity Health System, Leadership Rochester, Rochester Land Bank Corporation, and Rochester Economic Development Corp (REDCO).

4 Dana has received awards for his service including: 19th Ward City/County Award, Mayor's Renaissance Award, City of Rochester Unsung Heroes Award, Urban League of Rochester Outstanding Volunteer Award, and 19th Ward Citizen of the Year. Mari Ellen Reynolds Loijens, Chief Business, Development and Brand Officer As chief business, development and brand officer, Mari Ellen oversees Silicon Valley Community Foundation's business services, development, and marketing and communications departments. Loijens is a seasoned nonprofit professional with nearly two decades of experience. In her role at the community foundation, she provides advice and guidance to individual and corporate donors about the charitable vehicles that will best meet their philanthropic objectives and oversees the community foundation s brand as a global center of philanthropy. She joined the community foundation in 2004 as director of development for parent foundation, Community Foundation Silicon Valley. In that time under her leadership, the organization has raised over $4 billion and won numerous awards for its marketing and communications work. Before joining the community foundation, she was director of development at Second Harvest Food Bank of Santa Clara and San Mateo Counties. Mari Ellen has held senior level fundraising positions at various public benefit corporations in New York. She served as director of major gifts and planned giving at the American Society for the Prevention of Cruelty to Animals, meeting with donors across the country to help support their charitable interest in animals. As director of development at White Plains Hospital Center, she helped build a new cancer center and neonatal ward. Her marketing efforts for the neonatal ward were recognized with a Clarion Award. Mari Ellen first entered the nonprofit world as a research technician in Rockefeller University s genetics lab and Memorial Sloan-Kettering Cancer Center s molecular biology lab. Mari Ellen is a Certified Fund Raising Executive. She was honored by the Silicon Valley Business Journal with a 2012 Women of Influence award. She was the 2007 president of the board of directors of the Association of Fundraising Professionals Silicon Valley. A graduate of Mount Holyoke College in South Hadley, Massachusetts, Mari Ellen supports her alma mater's fundraising efforts as head class agent for her class. In 2010 she founded a LinkedIn group for alumnae of her college who are or aspire to be in the nonprofit field. As an active member of the Junior League of San José, she served as president.

5 Kathryn McConnell, Vice President for Community Philanthropy, Community Foundation of Henderson County Kathryn started her relationship with the Foundation in 1992 as a volunteer when she worked to streamline the CFHC scholarship process and devised the scholarship rating system still used by the scholarship committees today. Prior to coming to the Community Foundation she was employed by United Way of Henderson County forming the Volunteer Center. Kathryn was the Director of that program for 7 years. She has been on staff with the Community Foundation of Henderson County since In her position at the Community Foundation she has directed all grantmaking programs including the competitive grant programs, the scholarship programs, and has designed and implemented programmatic initiatives and special projects. In addition to these activities Kathryn true love is working directly with donors and donor prospects to help them meet their charitable objectives through utilization of the many charitable vehicles available through the Community Foundation. Kathryn is a graduate of Meredith College where she graduated with degrees in Sociology and Early Childhood Education. In 2004 Kathryn attended and graduated from The College William and Mary National Planned Giving Institute. Kathryn is married to Danny McConnell. They own and operate McConnell Farms Inc., a small family farm with 150 acres in active production of small fruits and vegetables. In addition to production the farm operates a retail facility on the farm with value added products such as fruit butters and preserves, homemade ice cream and a cider operation. Kathryn s volunteer activities include active involvement with the Rotary Club of Hendersonville, where she was president of the 200 member club in As a past president Kathryn advises current leadership and special project committee as well as chairs the Rotary Foundation Committee. Amy T. Overby, Vice President, Donor Relations, Madison Community Foundation Amy Overby brings a wealth of community knowledge and philanthropic experience to her role as Vice President of Donor Relations. Her primary focus is to help individuals and organizations plan and achieve their philanthropic goals. She has played many roles at Madison Community Foundation for over 20 years. After joining the staff in 1991, Amy was named Vice President of Grantmaking in 2000 and then Vice President of Donor Relations in Prior to coming to the foundation, Amy worked in fund development and technical production for several nonprofit theatres in Wisconsin and Connecticut. Amy has a Master's of Science in Communication from University of Wisconsin-Whitewater and a Bachelor of Arts degree from the University of Wisconsin- Madison. Amy is active in the community as a board member of the Dane County Humane Society, the Urban League of Greater Madison, the Association of Fundraising Professionals Madison Chapter, and the Leadership Greater Madison Alumni Association Council. She is also member of the Rotary Club of Madison and WI Planned Giving Council and serves as the Associate Producer of the Annual State of Wisconsin Tribute and Ceremony honoring Dr. Martin Luther King, Jr.

6 S. Beth Fisher, Vice President for Donor Services and Development, The Columbus Foundation Session: Best Ideas: 2-Mini-Presentations Beth has been vice president for Donor Services and Development at The Columbus Foundation since October She serves as the chief development officer and is responsible for working with donors, their families, and professional advisors to help them achieve their charitable goals. Beth has 30 years of management expertise in development, capital campaigns, strategic planning, and communications and marketing. Most recently, she served in development positions at Franklin Park Conservatory, where she led all fundraising efforts including major gifts, special events, and a $23 million capital campaign. Beth was instrumental in bringing in a world-class exhibition of renowned glass artist Dale Chihuly and securing the acquisition of the collection; as well as commissioning a permanent light installation by acclaimed artist James Turrell, illuminating the historic glass John F. Wolfe Palm House. Her previous positions include director of development for the Wexner Center for the Arts, and 20 years with the Ohio Arts Council. Beth received a bachelor s degree from The Ohio State University and has 15 years of community service and advocacy on behalf of historic preservation, neighborhood redevelopment, and urban design. Annie Hernandez, Director, Youth Philanthropy Connect for the Frieda C. Fox Family Foundation Panel: Creating Effective Next Generation Initiatives for Donor Families Annie joined the staff of the Frieda C. Fox Family Foundation in November 2012, coming from The Lumpkin Family Foundation. As a Program Director at The Lumpkin Foundation, Annie led the next generation efforts and developed the Good Works Connect network of nonprofits in downstate Illinois. Her prior experience includes service in a variety of roles in public and nonprofit organizations, including a management support organization, the State of Indiana s Rural Affairs, the J.W. Fanning Institute for Leadership, and Fiesta Indianapolis, Inc. She is a co-author of the National Center for Family Philanthropy Passages Issue Brief Igniting the Spark: Creating Effective Next Generation Boards and is completing her dissertation on effective networked nonprofits for the PhD in Leadership and Change Program at Antioch University.

7 Katie Marcus Reker, Board Member, Frieda C. Fox Family Foundation Katie has been active in youth philanthropy since age twelve as a Junior Board Member of the Frieda C. Fox Family Foundation and now serves as a member of the foundation s Board of Directors. She is also serving in her third year as a member of the Association of Small Foundations (ASF) Next Generation Committee. After presenting about her youth philanthropy experience at two ASF conferences, she has helped co-author the National Center for Family Philanthropy Passages Issue Brief Igniting the Spark: Creating Effective Next Generation Boards. Katie serves as the Program Assistant for Youth Philanthropy Connect and as the Junior Board Advisor for the Frieda C. Fox Family Foundation and is a sophomore at Scripps College in Claremont, California. Susan Crites Price is a nationally known expert on family philanthropy. She is the former managing director of COF s Family Foundation Services Department and former Vice President of the National Center for Family Philanthropy. She has given key note speeches to numerous organizations including more than 40 community foundations and regional associations. She is the author or co-author of six books including The Giving Family: Raising Our Children To Help Others. Susan has been interviewed on Oprah, NBC s Today, the CBS Early Show, and numerous other television and radio broadcasts and by many newspapers and magazines. Aaron Robertson is a Grantmaking & Community Leadership Associate at The Seattle Foundation. Aaron staffs the Foundation s community impact efforts across a broad range of equity focused issues, including economic opportunity, community engagement, and neighborhood development. He also leads the Foundation s youth grantmaking board, a program designed to offer youth the chance to learn about local issues and use philanthropy to effect positive change in their community. Aaron serves on the Board of Directors for the Service Board a Seattle nonprofit that empowers low-income teens through social justice curriculum and public service, and the Washington Bus a statewide organization engages and empowers young people through hands-on democracy. Aaron has a B.A. in Political Science from Seattle University.

8 Kirstin Fulkerson, Gulf Coast Community Foundation Session: From Transactional to Transformational: How to engage donors in your initiatives Kirstin Fulkerson aligns Gulf Coast Community Foundation s work with its strategies to transform the region. She leads Gulf Coast s efforts to share its impact with the community and connect interested people with opportunities to engage. Kirstin has been part of Gulf Coast for over 10 years. During that time she has worked closely with Gulf Coast s nonprofit partners, donors, professional advisors; and has created and led many initiatives around leadership and nonprofit strengthening. Kirstin has a master's degree in business administration from the University of South Florida and a bachelor's degree in English from the University of Colorado. Kirstin has been a member of numerous local committees and community organizations. Veronica Brady, Senior Vice President for Philanthropy, Gulf Coast Community Foundation As Senior Vice President for Philanthropy, Veronica Brady guides Gulf Coast Community Foundation s work with philanthropic families, individuals, and businesses to help them achieve their charitable goals. She also engages these donors and local nonprofit organizations in building permanent endowments for the region. Veronica joined Gulf Coast in September 2010 after a 25 year career with SunTrust, where she most recently served as senior vice president for wealth and investment management. She graduated from Venice High School and from the University of Florida with a bachelor of science degree in finance. Veronica is currently a member of Leadership Florida s 30th annual class. Her long history of community service has also included board leadership roles with the Junior League, Cancer Support Community, Sarasota Family YMCA, Mote Marine Laboratory and Aquarium, Asolo Repertory Theatre, Historic Spanish Point, and Leadership Sarasota. She has been recognized with awards that include Girls Inc. s She Knows Where She s Going award, the YMCA First Citizen Award, the National Council of Jewish Women s Women in Power honor, and the Leadership Sarasota Outstanding Leadership Award.