Programs 2010-2011
Breakfast Meetings
Held on the second Tuesday of the month from September to May. Advance registration is preferred, with payment by mail or through Paypal. Cash or check payment at the door is also welcome (sorry no credit card at this time). Cancellations MUST be received by RSVP deadline to receive credit toward another meeting. Unpaid reservations not cancelled by the RSVP deadline will be billed for the full amount.
$15 members; $25 non-members; Season Pass Holders - no monthly fee
Register Now via email
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Doors open at 8:00 a.m. Program takes place from 8:15 to 9:45 a.m.
Unless otherwise noted, all breakfast meetings take place at:
The Delaney House
Route 5 at Smith's Ferry
Holyoke, MA
Phone: 413-532-1800
Directions
Season's Passholders: Be sure to invite a guest to a meeting this season. Not sure if you already have? Contact our administrator, Karen Blinderman. If you are unable to attend, feel free to send someone in your place.
September 14, 2010
Speaker: Julia Riseman MBA, Co-Founder and Board Member, Health In Harmony
Topic: Health In Harmony: Health Care to Heal the Planet: A Case Study in the Power of Home-Grown Philanthropy
Topic Description: Believing that global health for all depends on linking human and environmental health at the local level, Julia Riseman and Dr. Kinari Webb co-founded Health In Harmony, a non-profit organization that supports an innovative health clinic in Indonesia. This clinic combines access to quality health care with strategies to protect the threatened rain forest. For example, villagers too poor to pay for health care can help reforest logged lands, provide manure for the organic garden, or exchange mats for medicines, and everyone learns about the links between local environmental and human health. Health In Harmony incorporated in 2007, grew the donor base from 0 to over 700 donors, and raised close to $1 million dollars to date. As a result, the health clinic has 45 staff members and serves 60,000 villagers living around Gunung Palung National Park in West Kalimantan, Indonesia.
To start Health In Harmony, Julia drew on her training in non-profit management and fundraising together with the resources of her home office, and she harnessed free on-line resources and volunteers across the country. Health In Harmony’s results illustrate current trends in philanthropy and the important role of technology. This talk has important implications for large, small and start-up non-profits thinking about strategies for effectively engaging today’s donors and the importance of feeling personally and authentically connected through the organizations we support.
About the Presenter: Julia is a mentor at the Grinspoon Institute of Jewish Philanthropy, which provides consulting services and support to Jewish Overnight Summer Camps and other Jewish youth organizations. Her specialties are Strategic Planning, Board Development, Fundraising and Planning, and Alumni Outreach. Prior to joining GIJP, she traveled the world with her family while on sabbatical in 2007, and before that she was the development coordinator of The Common School in Amherst. She is co-founder of Health in Harmony and The Friends of Northampton Trails and Greenways. Her breadth of organizational experience includes work with leadership and community service-learning programs, student services, international environmentaland and human health projects, peace and social justice organizations, and universities and schools.
October 12, 2010
Topic: The Fine Art of Fundraising
Speaker: Nora Maroulis, Director of Development at UMASS Amherst's College of Humanities & Fine Arts
About the Presenter: Since the early 90's at The Metropolitan Museum of Art, Nora Maroulis has been involved at the highest levels in the strategic positioning and execution of major fund- and awareness-raising initiatives for leading cultural organizations. Whether on the ground floor of planning and growing what is now a nearly $1 billion capital and endowment campaign at the Metropolitan, re-hauling the development and membership operations of the Smithsonian’s Archives of American Art, managing the launch of The Eric Carle Museum of Picture Book Art, or diving into the task of helping small museums and non-profits assess and harness their potential, she's been successful in assisting institutions build and sustain strong management, fundraising, and public-identity programs. Most recently, Maroulis has turned her attention to higher education, helping UMass Amherst’s College of Humanities and Fine Arts build its fundraising program through creative approaches to alumni engagement and donor relations.
November 9, 2010
Topic: Board Engagement Through Excellence in Governance
Speaker: Carol Katz, CEO, Loomis Communities
Carol C. Katz is the President and CEO of Loomis Communities where she has worked for over 20 years. She has studied non-profit governance and has helped guide her board and others to engage in innovative governance practices that foster excellence and Board engagement. Ms. Katz has served on, and chaired, numerous non-profit Boards. She currently serves on the Board of Directors of PeoplesBank and the Holyoke Chamber of Commerce. She is a member of the Holyoke Rotary Club, a volunteer for the United Way and chairs the Finance Committee of her synagogue. She was designated 2009 Business Person of the Year Award by the Holyoke Chamber of Commerce and a 2010 Difference Maker by BusinessWest. In addition, Ms. Katz is on the Conference Education Committee for the American Association of Homes and Services for the Aging (AAHSA). She is a graduate of the University of Wisconsin at Madison and has earned the Retirement Housing Professional Fellow designation from AAHSA.
December 14, 2010
Topic: Effective Donor Communications: Reports, Correspondence and Newsletters
Speaker: Julia Emlen, Principal, Julia Emlen Associates
Topic Description: The most important skill of the stewardship officer is that of writing to donors. In this workshop, we’ll explore three essential stewardship communications tools: reports, correspondence and newsletters. We’ll start by describing what defines each method of communication, when they are best used, and how to create the best reports, correspondence and newsletters. Bring your samples and questions for insight and answers.
About the Presenter:: Julia has more than a dozen years' experience in advancement and fundraising across the non-profit spectrum, including organizations in secondary and higher education, land conservation, health care and the arts. She oversaw the donor-relations program for Brown University during its successful Campaign for the Rising Generation. She was responsible for the university's development communications and donor-relations program following the campaign. She administered Brown University's advancement services units, and directed the university's parents leadership program, managing a portfolio of major-gift parent prospects. She holds degrees from Boston University and the University of Rhode Island. She is a frequent presenter at AFP and CASE conferences, and has chaired the CASE Annual Meeting for Donor Relations and Stewardship. She is the author of Intentional Stewardship: Bringing Your Donors to Their Highest Level of Philanthropy (CASE, 2007) and is an adjunct faculty member at Johnson & Wales University, teaching a course there in fundraising. Julia holds the CASE Crystal Apple Award for Teaching Excellence and is a member of the Association of Donor Relations Professionals.
January 11, 2011
Topic: Unleashing the Change Agent Within
Speaker: Kathy LeMay, Founder, President and CEO of Raising Change
About the Presenter:: Kathy LeMay is the founder, president and CEO of Raising Change, which helps organizations raise capital to advance social change agendas and philanthropic individuals with social action planning worldwide. Kathy, who began her global activism in war-torn Yugoslavia where she worked with women survivors of the siege and rape-genocide camps, has been a social change fundraiser for fifteen years, raising millions of dollars in the fields of women’s human rights, hunger and poverty relief, HIV/AIDS, and movement-building. Kathy has provided social-change fundraising and generosity trainings to hundreds of organizations throughout the world—including top-level executives at JP Morgan Chase, Morgan Stanley Smith Barney, and CitiFinancial—as well as being a prolific public speaker on strategies that advance the movement for justice and empower women to come into their own voices. She has appeared on numerous tv and radio shows including Oxygen TV and the Oprah Winfrey Show.
February 8, 2011
Topic: Feet Out the Door: Practical Tips to Increase & Improve Prospect & Donor Meetings
Speaker: Liz Cahn, Senior Consulting Partner with Planned Giving Company
About the Presenter::Liz Cahn joined the Planned Giving Company in 2009 as the Senior Consulting Partner for the Northeast Region. Prior to the Planned Giving Company, Liz worked at Brooks School for eight years in a number of capacities. Most recently Liz was the Director of Gift Planning responsible for the major gifts program, planned giving and prospect research. Additionally, during Liz's Brooks tenure she has managed up to seven direct reports and coordinated the Human Resources function of the Advancement Office. The Brooks School Advancement program grew significantly during Liz's tenure. Highlights included Annual Fund growth of 71%, parent fund growth of 355% and capital giving growth of 50%.
A 19-year veteran of educational fundraising, Liz has served a number of institutions, including Phillips Academy, Tufts University and Concord Academy. Liz is actively involved in a number of professional organizations and is currently serving as a board member of the Friday Forum and is a past Board member of the Planned Giving Group of New England. Recent speaking engagements include CASE District 1, WID, PGGNE, AFP and NEAHP and the Planned Giving Group of Central Mass and CASE/NAIS. Liz also volunteers for her alma maters Buckingham Browne & Nichols School & Bowdoin College, and is a volunteer in a number of local organizations.
March -- WiP members will be invited to attend the Women's Fund of Western Massachusetts conference at a discounted rate. Details to come.
April 12, 2011
Topic: Cause Marketing for Nonprofits
Presenters: Joanna MacDonald, Senior Cause and Event Marketing Officer at Boston Medical Center; and Joe Waters, Director of Cause and Event Marketing at Boston Medical Center.
About the Presenter:Joe Waters is the Director of Cause & Event Marketing at Boston Medical Center. He started BMC`s cause marketing program in 2004 and now oversees a team of marketing, sales and event professionals. Joe has developed and executed cause marketing programs with many local and national companies, including iParty, Staples, Shaw`s Supermarkets, Zipcar, Fuddruckers, Virgin America, Finagle A Bagel, Boston Bruins, Papa Gino's, Ocean State Job Lots, Tedeschi Food Shops, Valvoline Instant Oil Change and Pepsi. With iParty, Joe formed the original team that founded BMC's Halloween Town. In 2009, Halloween Town had 38 corporate sponsors and 15,000 attendees at the two-day event. In late 2009, Joe established the Office of Development's social media presence on Posterous, Twitter, Facebook, Flickr & Youtube, and is an advocate for responsible social media practices throughout the hospital.
May 10, 2011
Topic: