Giving USA Foundation Webinar: The Donor Advised Fund Research Landscape

Thursday, February 4, 2021 | 11:00am CT / 12:00pm ET | Online

Description
As donor-advised funds continue to grow in prominence, advisors, donors, and policy makers will be faced with myriad choices. In this webinar, you’ll learn how researchers are collecting, interpreting, and sharing data to ensure that decisions are based on facts, not fear.
  • Host: Brenda Asare, The Alford Group
  • Presenter: Dr. Una Osili, Indiana University Lilly Family School of Philanthropy
  • Panelists: Laura MacDonald, CFRE, Benefactor Group (Facilitator); Kristin Carlson Vogen, Chicago Community Trust; Nico Karagosian, Ohio University; Amy Pirozzolo, Fidelity Charitable
  • Resource: Dr. Anna Pruitt, Indiana University Lilly Family School of Philanthropy

 

The Alford Group Applauds MacKenzie Scott for Transformational Gifts

December 17, 2020

MacKenzie Scott, billionaire, author and philanthropist, announced this week she had given nearly $4.2 billion to 384 organizations in the last four months.

STATEMENT FROM BRENDA B. ASARE, PRESIDENT & CEO, THE ALFORD GROUP

With deep gratitude, The Alford Group applauds MacKenzie Scott for her transformational philanthropy to many Alford Group clients and other worthy organizations. We know these well-deserved gifts will be put to work to fuel their trailblazing work. Ms. Scott noted her full trust in these proven management teams who demonstrate high-potential for impact. Congratulations to our clients for being recognized for the work they do everyday to make their communities better, more equitable, and places where people reach their potential and realize possibilities. The Alford Group is proud to be your partner as you accelerate and amplify your impact as a result of these extraordinary gifts.

Full list of recipients 

Tomorrow’s New Normal: 4 elements of an action-forward approach to planning

Thursday, October 22, 2020

Description:

The world has transformed in the last 6 months. A global pandemic, national social movements to create a just and fair society, environmental crisis after crisis – the list goes on. How do you plan for the future? What do you prioritize and what do you set aside? How do you anticipate what things will be like in the coming year? These are all good questions that no one has the exact answers to – but there is a lot we DO know. In this webinar, we will share with you 4 elements that every organization can use to strengthen its planning. A panel of experts discussed how they are using these 4 elements in leading their organizations through crisis response, scenario and/or strategic planning.

Moderators:

 

Alexis Cooke, Senior Consultant, The Alford Group

 

 

 

Jamie Phillippe, Vice President, The Alford Group

 

 

 

Panelists:

 

Felicia S. Davis, President and CEO, Chicago Foundation for Women

 

 

 

Darrin Goss, President and CEO, Coastal Community Foundation of South Carolina

 

 

 

Rachel Krinsky, Executive Director, LifeWire

 

 

 

 

Michele Stauff, CFRE, Executive Director, Million Dollar Round Table Foundation

 

 

How to Effectively Grow Revenue through Corporate Partnerships in the COVID Era

Free Webinar | Tuesday, September 22, 2020

Description

Some nonprofits wonder if they should pause their corporate outreach due to the impact of COVID-19 on companies. However, many companies are interested (and eager!) in maintaining their support of and visibility with nonprofits. Many companies are digging in to help with pandemic-related challenges and are looking for ways to get involved. We will spotlight The Alford Group’s recent corporate partnership work with Girl Scouts of Greater Chicago and Northwest Indiana. This webinar demonstrated why and how nonprofits can maintain AND grow a successful corporate partnership strategy during the pandemic.

LEARNING OBJECTIVES
• Reviewed a step-by-step and revamped sales and outreach process
• Examined how to build an ROI-driven value proposition: Shift from transactional, event-based sponsorship to partnerships that truly meet corporate objectives around initiatives like Social Responsibility and ESG Investing
• Determined the importance of collaborating with companies as part of the partnership creation process
• Explored virtual partnership and sponsorship benefits that truly drive ROI for companies

Creating a Culture of Equity: Putting the Elephant on the Board Table

AFP Summer Session | August 6, 2020 | 2:00 – 3:00 p.m.ET

Presented by Carmen Marshall, Christi Green, Steve Ziger, FAIA, Amy T. Seto, CPA and Mary Warren

Sponsored by The Alford Group

Effective nonprofit organizations and boards are built and developed on equitable practices, continuous self-evaluation and intentionality that align organizational values with what organizations value. A panel of philanthropic leaders will have a courageous discussion about helping your organization create a more equitable culture in these changing times.

REGISTER HERE!

Giving USA and the New Age of Philanthropy in the Pacific Northwest

Wednesday, August 12, 2020 | 9:00 a.m.-10:30 a.m.PT (90 mins)

A new age of philanthropy is upon us. The Alford Group will present the recently-released Giving USA report looking back at 2019 giving, which will inform our look forward for the Pacific Northwest region. A panel of local experts will then speak to how the regional philanthropic landscape has and will continue to change since COVID-19. We will discuss how we are being called to do better to bridge the inequities and system failures clearly revealed in this global health and financial crisis, and work to create economic dignity and improve the quality of life for all.

MODERATOR:

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

 

 

 

GIVING USA PRESENTATION:

Karen Rotko-Wynn, CFRE, Executive Vice President & West Division Manager

 

 

 

EXPERT PANEL:

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

 

 

 

Elena Fracchia, CWS, AVP, Wealth and Philanthropic Advisor, Columbia Bank

 

 

 

Dana Miller, Senior Program Director – Grants, M.J. Murdock Charitable Trust

 

 

 

Anjana Pandey, Vice President of Strategy, Philanthropy Northwest

 

 

 

Giving USA and the New Age of Philanthropy

Free Webinar | Wednesday, June 17, 2020 | 2:00 p.m. ET

A new age of philanthropy is upon us. The Alford Group presented the just-released Giving USA report looking back at 2019 giving, which informs our look forward. The panel of funders spoke to how the philanthropic landscape has and will continue to change since COVID-19. We discussed how we are being called to do better to bridge the inequities and system failures clearly revealed in this global health and financial crisis. Specifically, the panel shared how funders are re-focusing their giving and what nonprofits can do to engage, strengthen and grow their donor relationships.

This webinar is approved for 1.5 points toward CFRE certification.

Access the Full Recoding Here

MODERATOR:

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

 

 

PRESENTERS:

Karen Rotko-Wynn, CFRE, Executive Vice President & West Division Manager

 

 

 

Sharon Tiknis, Executive Vice President & East Division Manager

 

 

 

PANELISTS:

Laura Coy, Director of Philanthropy Strategy, William Blair; Vice President of the William Blair & Company Foundation

 

 

 

Marguerite H. Griffin, Senior Vice President; Director of Philanthropic Advisory Services, Northern Trust

 

 

 

Stephen Maislin, President & Chief Executive Officer, Greater Houston Community Foundation

 

 

 

Beth McCaw, President & CEO, Washington Women’s Foundation

 

 

 

Access the Full Recoding Here

Ethical Solutions, Practical Tools: Make the Best Decisions During and After the Pandemic

May 19, 2020 | Online

The Covid-19 pandemic has forced nonprofits and grant-making organizations to pause and reflect on every aspect of how they operate.

Nonprofit leaders have made many selfless decisions that demonstrate that we’re “all in this together,” but they’ve also faced some extremely difficult decisions, such as whether to cancel key fundraising events and how to lay off workers.

When making difficult choices, how does an organization thoughtfully consider people, while also considering the bottom line? How can we learn from the recent past, survive, and thrive as we look to the future?

Join the Chronicle of Philanthropy and our expert guests on May 19 at 2 PM ET as we tackle some of the toughest issues nonprofits face due to the pandemic.

This 60-minute webinar will help you:

  • Manage your endowment investments during the economic freefall.
  • Understand what donors and grant makers are going through.
  • Evaluate programs and prioritize those that can best ensure your nonprofit’s future.

MODERATOR:

YOLANDA F. JOHNSON
President, YFJ Consulting
President, Women In Development, New York

SPEAKERS:

BRENDA ASARE
President, The Alford Group
Vice-Chair, The Giving Institute

SHAUNDA MCDILL
Program Officer, Arts and Culture
The Heinz Endowments

ROBYN MEREDITH
Client Strategist and Author
BNY Mellon

LAUREL MOLLOY
Founder and Chief Consultant, Innovations Quantified (IQ)
Board Chair, Association of Nonprofit Specialists

This webinar is worth 1 CFRE credit.

 

AFP ICON Virtual 2020

Online | March 29-31, 2020

In these complicated times, we still learned and developed skills and connected to our community through AFP ICON Virtual. The Alford Group’s West Division Manager and Executive Vice President Karen Rotko-Wynn delivered this message as the Chair of the AFP Foundation:

We’re looking forward to next year in Minneapolis! You can find out more information about AFP ICON 2021 here.

South Sound Philanthropy Summit 2019: Next Generation Philanthropy

September 27 | University Of Washington Tacoma – William W. Philip Hall
Tacoma, WA

Each year, philanthropic leaders from around our region come together for the South Sound Philanthropy Summit, hosted by two volunteer-led organizations, Association of Fundraising Professionals South Sound and South Sound Planned Giving Council, with the goal of bringing together nonprofits, development professionals, allied professionals, funders and philanthropists for a day of education and networking.

We came together to learn, share and grow as a community. Together, we do more, go farther, are more strategic, make a more profound and lasting impact. At the Philanthropy Summit, we “unite to unleash the power of philanthropy.”

RENOWNED KEYNOTES included:

  • Michael Moody, Ph.D.Frey Foundation Chair for Family Philanthropy, Cultural Sociologist & Author, 21/64: Generation Impact: How Next Gen Donors Are Revolutionizing Giving. Michael will offer specific ideas and implications for working closely with your next gen, providing best practices and highly practical takeaways for engaging and supporting next gen donors as they figure out their philanthropic roles and prepare to launch their own giving efforts. Learn how the next gen learn best, and who or what influences the development of their values and interest in—and approaches to—philanthropy. Learn from groundbreaking research on the most relevant themes, data, quotes, and findings.
  • Kristen Corning BedfordPresident & Founder, philanthroBE: A Generous Heart: How Feminist Philanthropy is Changing the Culture of Giving. The field of philanthropy has been evolving from acts of doing for to doing with, but large systems of power remain intact. Doing philanthropy differently means examining our own privilege and power in order to dismantle systems of oppression that traditional philanthropy upholds. Using feminist principles of solidarity, reciprocity and agency provide us with a lens to change how and why we give. This new wave of giving is taking hold with both new and seasoned philanthropists, encouraging us to question the systems themselves and commit to a more profound relationship with our “love for humanity.”
  • Victoria WoodardMayor, City of Tacoma, will join us as a very special Lunch Speaker.

 

Nonprofit Leaders Conference 2019: Everyday Heroes

September 13 | Grays Harbor College
Aberdeen, WA

This was a great day of skill building workshops, networking, and inspiration! Mariah Fosnight, MBA, and Jennifer Shin, MBA, spoke on fundraising ROI.


There was a haiku contest, raffle for $500 for your nonprofit, free professional head shots, continental breakfast and lunch included, and interactive workshop sessions on a wide range of topics including:

  • Fundraising – evaluating ROI, event management, and ethics
  • Board – governance, legal compliance, and board development
  • Volunteers – recruitment, management
  • Sustainability – strategic planning, succession planning, successful collaborations
  • Communications – social media, communications plan, and core messaging