America’s Transfer of Wealth: Why you should act now

Webinar | Online | December 8, 2021 | 1:00 p.m.CST

Recent research by LOCUS Impact Investing indicates that approximately $8.8 trillion dollars is projected to transfer from one generation to the next by 2027. With a growing precedent for giving back to the community, many individuals and families are making plans to leave assets to their chosen nonprofits. Are you one of them? Join this webinar to hear the latest statistics around this powerful transfer of wealth opportunity and learn what you can do to develop and/or enhance your organization’s planned giving program to ensure that your organization is well-positioned for success! You will hear from experts and leave with take-aways that you can put to use in your shop.

Click here to register.

Moderator:

Karen Rotko-Wynn, CFRE, Chief Business Enterprise Officer, The Alford Group

 

 

 

Panel:

Robin Callahan, CFRE, CAP, Vice President of Philanthropic Services, Greater Tacoma Community Foundation

 

 

 

Travis Green, Vice President, LOCUS Impact Investing

 

 

 

Janell Johnson, Philanthropic Advisor, Phila Engaged Giving

Service Spotlight: Executive Coaching

By Maree G. Bullock, Vice President, and Lieve Hendren, CFRE, Consultant

Every person in the world who has competed at the highest level of athletics, music or a skilled trade has had a coach. They’ve also relied on the knowledge, skill and expertise of quality mentors to push, challenge and motivate them. In the nonprofit community, we all know it takes equally as much skill and training to be successful, whether you’re leading, managing or raising funds to move your organization closer to reaching its mission. Executive coaching helps leaders cultivate confidence in their own leadership and effectively grow their organizations to new heights.

Continue reading “Service Spotlight: Executive Coaching”

The Growing Power of DAFs: Here’s what you need to know

By Jamie Philippe, CFRE, Vice President

Donor-advised funds, or DAFs, have been at the top of mind for many people since the release of the Giving USA report for philanthropy for the year 2020 (check out our blog here for an overview) and especially now with Giving USA’s groundbreaking report on DAFs which was released on November 11, 2021. DAFs have also received extra attention this year due to the bills that have been introduced in the U.S. Senate that aim to place new restrictions on DAFs. However, for many, there is a real lack of clarity around the current status of DAFs, and they raise more questions than answers.

For development professionals who oversee fundraising for their organization, the question is how to engage DAF-holders. Given the stunning growth in DAFs over the past five years, there are no signs of their popularity slowing down, so let’s unpack and demystify this hot trend. What are the rules around DAFs? What are the benefits of a DAF? How can your organization gain access to them?

Continue reading “The Growing Power of DAFs: Here’s what you need to know”

Behind the Data: National Trends on Donor Advised Funds

Webinar | Online | November 10, 2021 | 2:45 p.m.CST

The Giving USA Foundation is pleased to announce the release of our DAF Research Report on November 10th.

To celebrate the release, we’re hosting a live special presentation highlighting strategies on humanizing this popular giving vehicle, featuring the experts behind the data:

  • Dr. Anna Pruitt, DAF Report Lead Researcher and Managing Editor of Giving USA’s Annual Report of Philanthropy at Indiana University Lilly Family School of Philanthropy
  • Kristen Carlson Vogen, Senior Director of Philanthropic Services at The Chicago Community Trust
  • Brenda Asare, President and Chief Executive Officer at The Alford Group

Join us in learning how to interpret, utilize and leverage this hot-off-the press report with your staff and clients.

Click here to register.

Vice President Maree G. Bullock Receives Prestigious Philanthropy Award

CHICAGO, August 12, 2021 – The Alford Group is proud to announce that Vice President Maree G. Bullock has been selected to receive the prestigious 2021 Benjamin Franklin Award at AFP Chicago’s 45th Annual Philanthropy Awards.

The Benjamin Franklin Award from AFP Chicago recognizes someone especially dedicated to the philanthropic sector over a long career during which they have achieved great things and become a mentor for others in their field. Maree G. Bullock, currently a vice president at The Alford Group, has been selected to receive this year’s award.

The Alford Group is honored to have had Maree on our team for the last 32 years and counting. She has provided invaluable service to organizations across many facets of the social sector and set a shining example of true philanthropic spirit and passion in the work of our firm.

As an equity-forward firm working to intentionally model diversity, equity, inclusion and belonging, we admire and are inspired by Maree’s dedication to bettering the lives of ALL people.

“We are so proud to see Maree receive this award,” said Brenda B. Asare, President and CEO of The Alford Group. “Maree has mentored, coached and served as a trusted advisor to so many in the sector – senior and new professions alike. She brings out the best in those she advises and raises their sights on possibilities their organizations can realize.”

Through her work over the past three decades, Maree has provided consulting services in fundraising, strategic planning, organizational and board development, interim staffing and executive coaching. Maree’s passion for this work has resulted in deepened impact across all sectors.

Prior to her work at The Alford Group, Maree served as Executive Director of the W. Clement & Jessie V. Stone Foundation for 29 years. Maree has also served on many nonprofit boards including The University of Chicago Cancer Research Foundation, Forefront, The Council on Foundations, The John R. Houlsby Foundation, Children’s Home + Aid of Illinois, National Runaway Safeline and Sacred Heart Schools of Chicago. The depth of Maree’s philanthropy is significant and her generosity has benefited numerous organizations.

“I’m grateful every day I get to work with organizations that are making a real difference in the communities they serve,” Bullock said. “I want to thank AFP Chicago for recognizing me, without failing to acknowledge that my work is already incredibly rewarding. It’s allowed me to experience transformative partnerships with wonderful organizations and contribute to their missions in an intimate way. That, to me, is one of the greatest joys of working in philanthropy.”

In addition to her many accomplishments, Maree has volunteered at Ann & Robert H. Lurie Children’s Hospital of Chicago, Fourth Presbyterian Church of Chicago and Community Schools, and is an avid international traveler.

“Maree truly represents of the best of our field – determined, innovative and passionate about bettering people’s lives through the nonprofit sector,” said Asare. “We are excited to continue to work with and learn from Maree and look forward to all her future accomplishments.”

We at The Alford Group congratulate Maree on being selected for this prestigious award and thank her for her continuing commitment to equity in the philanthropic sector.

Read Maree G. Bullock’s Bio.

Follow us on Twitter and LinkedIn.

Update: AFP IDEA Women’s Impact Initiative

The Alford Group is proud to sponsor the AFP IDEA Women’s Impact Initiative. Since its founding in 2018, the Initiative has conducted groundbreaking research on women’s issues in fundraising, created educational materials for charitable organizations and started a mentorship program that has guided and helped numerous women find their voice in the philanthropic profession.

So far this year, mentees in the mentorship program have each had an individual executive coaching session and have met with their mentors to develop both long- and short-term goals over the course of the program. Mentees have also been invited to attend virtual conferences, such as AFP ICON Virtual and a variety of educational sessions with complimentary registration. Since March of 2021, these educational sessions have focused on topics related to women’s issues in the philanthropic sector, encouraging women to build fulfilling and impactful careers. These session topics have included:

  • Finding Your Inner Mentor
  • Making Work-Life Balance Work for You
  • Women’s Guide to Personal Finance
  • Women of Color in Development and Fundraising
  • Imposter Syndrome

Upcoming sessions will include Mental Health and Resilience and a two-part workshop on Inclusive Leadership. Additionally, mentees have been encouraged to branch out and participate in other facets of AFP, creating upcoming content that centers their experience with the goal of helping others find their way.

From a mentee in the program:

“First of all, I think the level of interaction, programming reminders is just right! It did not feel over-curated or sterile, but authentic and warm. The sessions and webinars that I have participated in have been high quality and helpful. I love the focus on the some of the soft skills. I really appreciate the match-up with my mentor and for her time! I did not doubt that my mentor and I would get on great but at first was not sure what we might have in common – me from California and she from Ohio, she with the Girl Scouts and me with AARP Foundation! But the first time we met, little concerns were cast aside. I always look forward to our sessions – I appreciate that my mentor shares about her real life experiences and patiently listens to mine, and I really enjoy our shop talk! I feel very fortunate.”

For more information and news on the Women’s Impact Initiative, go to their website or take a look at the hashtag #WIILead on Twitter and Facebook.

For more content from AFP women leading the way, check out these blog posts:

From Charu Uppal, M.A., M.B.A., CFRE, mentee in the 2020 WII program: Equity in Development: Be Radically Intentional to Change the Lived Experiences of Diverse Fundraisers

 

 

From Danisha Bhaloo-Shivji, CFRE, member of AFP’s Women’s Impact Initiative committee: Fundraising as a Choice and Not an Accident

Madam C.J. Walker: 3 Myths About Black Philanthropy Debunked

Why Make Ripples if You Can Cause an Avalanche?

By JoAnn Yoshimoto, CFRE, Senior Consultant

In celebration of Black Philanthropy Month, we have an opportunity to look more closely at stories that illustrate the depth and richness of Black philanthropy. There are many present-day stories that uplift, and behind their brilliance  are many stories of the previous generation that not only inspired, but created the springboard for those philanthropists whose impact we see every day. And there’s an incredible-but-true story from a previous century that evokes awe, admiration and, admittedly, a little anger.

Madam CJ Walker. Source: Smithsonian Institution, National Museum of American History : Archives Center. P.O. Box 37012

I’m unhappy that I have only recently learned of this story that inspires so many – no matter your age, race, gender or economic circumstances – on so many levels. And it debunks so many myths about Black philanthropy; in fact, it recalibrates my personal notion of philanthropy and philanthropists.

You may have encountered the Netflix series Self Made: Inspired by the Life of Madam C.J. Walker. You may have heard about or even read Madam C. J. Walker’s Gospel of Giving by Tyrone McKinley Freeman. Both are worth the investment of time and attention during the month of August as we celebrate Black philanthropy.

But for those who may have only about 15 minutes and are curious about this topic, this blog is for you!

Continue reading “Madam C.J. Walker: 3 Myths About Black Philanthropy Debunked”

Diversity in Fundraising: How to build a culture of equity and belonging within your organization

By Brenda B. Asare, President and CEO

Where is your organization on its diversity, equity, inclusion and belonging journey? Would you describe it as being asleep, awake, woke or at work?

Wherever you and your organization lie on the continuum, it goes back to culture, values and intentionality toward creating a place where everyone can be their authentic selves and feel that they have acceptance, attention and support.

Organizations that value diversity, equity, inclusion and belonging as core to their culture – and integrate these principles into their practices – realize possibilities for their full potential being unlocked in the areas of decision-making, relevant programs and access to potential leaders and donors who might not otherwise become involved or contribute.

Unless your organization breathes life and action into its values, they are just empty words on your website or in your strategic plan.

How do your values show up within your organization? What would it mean to your organization’s image, reputation, programmatic impact, staff, leadership and donor engagement if there was a deepened commitment to diversity, equity, inclusion and belonging? Continue reading “Diversity in Fundraising: How to build a culture of equity and belonging within your organization”

Greg Whitney Joins The Alford Group as Vice President

Greg Whitney

SEATTLE, August 2, 2021 – The Alford Group is pleased to welcome Greg Whitney, as a vice president of the firm effective August 2, 2021.

“We are very excited to welcome Greg to The Alford Group,” said Brenda B. Asare, President and CEO of The Alford Group. “He brings 25 years of experience in nonprofit management and fundraising. His knowledge in this field is tremendous and will significantly benefit our clients across the country.”

Throughout his career, Whitney has had hands-on experience in major gifts, planned giving, annual campaigns and events. He has deep knowledge of fundraising proven practices, relationship building and collaborative leadership.

Prior to The Alford Group, Whitney served as the Director of Major Gifts & Individual Giving for Food Lifeline, a nonprofit providing food to more than 300 food banks, shelters and meal programs across Western Washington. In this role, Whitney led the department to triple its major gift support within three years.

In addition to Food Lifeline, Whitney has held numerous leadership positions in the nonprofit sector. He strengthened the development and implementation of the planned giving program at United Way of King County, directed all aspects of the fundraising and communications departments at Uplift Northwest (formerly Millionair Club Charity), spearheaded the planned giving program at YMCA of Greater Seattle and doubled giving during his time with Harvest Against Hunger (formerly Rotary First Harvest).

“I am thrilled to join the top-notch team at The Alford Group,” Whitney said. “I look forward to building off my background in fundraising and philanthropy to serve and strengthen nonprofits across all sectors. I am excited to share my expertise and assist organizations in deepening their impact to create a better world for ALL people.”

Whitney serves his community in a number of ways. He is a past president and former board member for the Washington Planned Giving Council, served as the WPGC Conference Committee Co-Chair for two years, is an active member of the Association of Fundraising Professionals (AFP), past member of Childhaven’s Planned Giving Advisory Committee and current member with the West Seattle Rotary Club.

About The Alford Group

The Alford Group is a national, full-service, equity-forward consulting firm specializing in the social sector. Our work empowers organizations to reimagine what it means to make a difference – to aim higher, reach further and dream bigger. Services include fundraising, strategic planning, culture of equity assessments, governance, data analytics, interim staffing and more.

Follow us on Twitter and LinkedIn.

Read Greg Whitney’s Bio.

Giving USA 2021: Looking back to look forward

How things have changed a year later in the Pacific Northwest

GIVING USA REPORT PRESENTER: Karen Rotko-Wynn, CFRE, Chief Business Enterprise Officer, The Alford Group

MODERATOR: Brenda B. Asare, President and CEO, The Alford Group

PANELISTS:

  • Robin Callahan, CFRE, Vice President of Philanthropic Services, Greater Tacoma Community Foundation
  • Elena Fracchia, CWS, AVP, Wealth and Philanthropic Advisor, Columbia Bank
  • Bernadine (Bernie) C. Griffin, Managing Director, The Fifth Avenue Theatre
  • Asa Tate, Chief Development Officer, Wellspring Family Services

Giving USA 2021 Overview: https://alford.com/giving-usa-2021-overview/

Giving USA 2021 Infographic: https://alford.com/wp-content/uploads/2021/07/GUSA2021_Infographic.pdf

Giving USA 2021: Reviewing Philanthropy in the Year 2020

Free Virtual Event | Online | July 13, 2021 | 12:00 p.m.EST

The Community Foundation for Palm Beach and Martin Counties and The Alford Group presented the just-released Giving USA 2021 report looking back at philanthropy for the year 2020. A panel of community leaders spoke on how the philanthropic landscape has and will continue to change since COVID-19. We discussed how the upheaval of daily life has impacted the philanthropic space.

This free webinar was approved for 1.5 points toward CFRE certification.

PRESENTER:

Sharon Tiknis, Chief Client Experience Officer, The Alford Group

MODERATOR:

Vicki Pugh, CFRE, CAP, Vice President for Philanthropic Giving, Community Foundation for Palm Beach and Martin Counties

PANELISTS:

Danita D. Nias, President & CEO, Community Foundation for Palm Beach and Martin Counties

Patrick McNamara, President & CEO, Palm Health Foundation

Sabeen Perwaiz, Executive Director, Florida Nonprofit Alliance

Cathy Brown, Associate Director, The Fund Raising School at the Indiana University – Lilly Family School of Philanthropy