End of the Year Newsletter

December 2007
PRESIDENT
Diane Charette
Helping People Succeed
Diane Charette,
Outgoing President
VICE PRESIDENT/MEMBERSHIP
Michelle King
United Way of St Lucie County
VICE PRESIDENT/EDUCATION
Joanne Towner, CFRE
Easter Seals Florida
VICE PRESIDENT/
COMMUNICATIONS
Al Rivett
St Lucie Habitat for Humanity
SECRETARY
Linda S. Melton
The Daniel M. Foundation
TREASURER
Judy Cruz
Consultant
DIRECTOR AT LARGE/MARTIN
Deborah Johnson, CFRE
The Pine School
DIRECTOR AT LARGE/ST LUCIE
Daniel Noelke
Treasure Coast Hospice
ADVISOR
Millie Wood-Goldsby
Consultant
OU R MISSION.....
As I sit here and reflect on 2007, a challenging year for most of us with the economic insecurity, however, so many good
thoughts come to mind when I think of the
chapter’s achievements.
The opportunity to preside over the Board
of AFP Treasure Coast Chapter was a great
learning experience for me. I encourage
every one of you to make a commitment to
your chapter; you will benefit so much more
by getting involved and participating.
I want to take a minute to express my
appreciation and gratitude to each one of
you who made 2007 such a success. So
many of you accepted the invitation and
took a leadership role in this wonderful
chapter. Your hard work enabled the chapter
to hold interesting programs, host the AFP
First Course, and hold a phenomenal Sweet
Charity joint event with the Treasure Coast
Planned Giving Council. Our goal as a board
was to focus on professional development
and promote CFRE accreditation. I hope the
professional education you received in 2007
will inspire you to continue to pursue your
CFRE.
Millie and Deborah, with their fabulous
committee, orchestrated an outstanding
National Philanthropy Day Event. The professionalism, commitment and generosity
experienced in this group were inspiring. If
you haven't had the opportunity to take an
active role on this committee, please make
sure to sign-up for 2008 -you will get to
know phenomenal people and have fun
while learning from them. NPD will again be
at the fabulous Tesoro Club on November 13
with Michelle King at Co-Chair, AND she’s
looking for a partner to Co-Chair with her!!
I also encouraged new members to sit
with our veteran members and learn from
their experience. One of our new members
confirmed to me that she received great
advice and guidance from two of our seasoned members even while she was helping
with NPD. Thank you to those who shared
and mentored. Passing on our knowledge
and expertise makes our profession only
stronger and better.
Dear members…it has been an honor
and a privilege to be your leader in 2007 and
it will be an honor to support our next leaders in 2008. Please welcome Judy Cruz, your
new President, and give her team your support as you did me.
The Association of Fundraising Professionals (AFP) represents 28,000 members in 190 chapters in the United
States, Canada, Mexico and China. The Association, whose members subscribe to a code of ethics, works toward
the advancement of philanthropy through advocacy, research, education, and certification programs.
F IRST C OURSE S CHOLARSHIP R ECIPIENTS
Dan Noelke, Development Director, CASTLE
Attending the
First Course in
Fundraising has
turned out to
be a valuable
resource. Even
though I have
been in the profession for about 5
years I had never attend the course.
Like so many others in the profession I learned by hitting the ground
running and making several mistakes
along the way.
First Course for me was a chance
to reflect and learn and occasionally
realize that I had done a few things
right. More importantly this course
taught me that our profession, when
done correctly, can surpass any
fundraising goal that your board my
set for you.
There are certain sections that
each profession who attended the
training found to be more useful than
others. For me those sections were
Annual Giving, Securing Major
Gifts, and Roles of Volunteers,
Board Members and CEO’s.
Annual giving is that yearly battle that every fundraiser goes
through. It’s your time consuming
special events, the annual appeal,
and those clubs meeting that you
attend with the hopes of getting a
few hundred dollars. This course for
me reiterated the importance of
prospecting your donors. When you
prospect your donors the gift you
receive will actually be worth the
cost that your organization paid for
that mailing, special event, or any
other method. When you match that
prospect with the right projection
you can gain a long time supporter to
your annual campaign.
Securing a major gift doesn’t
happen overnight; it takes time, persistence and patience. The six pillars for Major Gift relationship
building that is taught is a tool that
every fundraising can follow and
use. There is nothing more important that cultivating your donors and
the methods in the First Course are
proven to work.
The final module that was useful
for me was the lesson on board members. Board members are valuable
assets to any organization; but they
can also make work a little more difficult for a development director
from time to time. This lesson gives
you tools that you can use to make
board members great allies and also
help you train them to raise funds.
And when your board members can
raise funds for the organization it
helps you become successful.
I would recommend this course to
all fundraising professional and volunteers who are interested honing
their skills to become better at their
profession.
Dale Kostakos, Special Events Coordinator,
Helping People Succeed
As a relatively new member
of AFP, I was
honored at the
fact that I was a
recipient of an AFP Scholarship
allowing me to attend the First
Course in Fundraising that was held
October 3rd and 4th of 2007. Held at
the beautiful Kight Technology
Center on the IRCC campus in Ft.
Pierce, this event was everything I
expected and more.
The selection of speakers was
excellent. The knowledge and
expertise of these people was a
priceless and captivating experience
from start to finish. We were given
insight, years of experience and we
were given hands on training by
being broken up into practice
groups. Even though I have worked
in fundraising in the community for
years, I left there feeling that I had a
whole new outlook and enthusiasm
for the work I do.
The manual that we received was
informative and the speakers made
the information interesting and fun
to learn by using their past experiences and also by opening up discussions for the group to be able to
share their triumphs and also their
nightmare stories. The practice
groups made the course more of a
challenge as we all tried to create
innovative and interesting fundraising opportunities. The group participation sessions seemed to give the
people more of a sense of relaxation
and everyone took part.
As a fundraising professional I
would certainly recommend this
course whether you are just beginning in the profession or if you have
years of experience. Our minds are
like sponges and we are never too
old to learn new ideas, easier ways
of doing things or just an idea that
you never tried to bring in new funds
for your organization. My thanks to
AFP for providing us with the tools
that we need to do our work.
M ORE
ON THE
F IRST C OURSE
Ken De Angeles, Fundraising & Special Events Coordinator, K.J.D. Enterprises
AFP
First
Course….. more
like an eight course
dinner everything
from soup to filet
mignon and mothers home made
apple pie.
From the first chapter; Introduction
to the final section Managing
Development Office Operations, the
course materials, hand-outs and refresher tests were presented in an easily
understanding form. As a neophyte to
the sophisticated world of Fundraising
and Planned Giving; First Course provided me with a foundation to explore
the many funding phases and schemes
that support the challenging work of
Non-Profits. The text book will contin-
ued to be a source of information and
reference as I continue along my path of
certification as a CFRE.
I feel; though, that the most educational and thought provoking aspects of
the two days were the round table discussions. Each participant brought into
the discussions their individual and
organizational perspectives on the text
material in addition to the many problems and questions they faced back at
the ranch. While each person could
relate and grasp the text book material;
they all had unique challenges they
encounter within their own Non-Profit
organization and benefited from the
interactive discussions. Each student
professional was able to benefit and
take back with them the thoughts they
gleaned from the entire class that will
AFP C HAMBERLAIN S CHOLAR
TO
advance their individual goals and missions.
First Course; as the name implies, is
only the first step in the growth and maturation of the professional fundraiser. It
is important that we; AFP, build on what
was learned and experienced at this
workshop. I would support continued
structured education while supplementing that with additional broad ranged
round table discussions.
I appreciate the efforts that our local
Treasure Coast Chapter has exerted in
bringing educational opportunities to its
members and encourage all our members to actively support the Chapter to
advance the Professionalism of
Fundraising.
N ATIONAL C ONFERENCE
Ellen Peitz, Director of Community Relations, Family Private Care
Friends
and
colleagues, I want
to enthusiastically
recommend
that
each and every one
of you consider
attending this conference which will
be held in San Diego in 2008.
If you have never attended the
International Conference, or perhaps
have not attended in years, it is time to
reinvigorate your enthusiasm and your
passion for the business you love by
spending a few days with fund raising
colleagues, vendors who are on the cutting edge of technology, and the “crème
de la crème” of development professionals who will share their knowledge
and expertise with you.
One of the most marvelous aspects
of attending the Conference is that you
will speak to people who are facing the
same concerns and obstacles you face
on daily basis; who work in the same
field but who live across the country or
even across the world! These colleagues want to share their ideas, experiences successes and challenges with
you. You will gain fresh ideas on
advancing your mission. You will have
the opportunity to network with over
4,000 colleagues. You will have quality
time to spend with friends you attend
with and make new lasting friendships
with folks you will treasure.
Please take advantage of the opportunity AFP offers to apply for the
Chamberlain Scholarship for first time
attendees. If you have attended in the
past, invest in yourself and your future
by attending the Conference again.
Continue to learn and grow in your profession and enjoy beautiful San Diego
at the same time!
As many of you know, I have left the
non-profit sector and I am now
employed at Family Private Care, a
Nurse Registry specializing in matching
clients who wish to remain in the comfort of their home with caregivers who
will be their nurse, companion or home
health aide. I’m delighted to be back in
home health care as my passion is keeping the elderly and infirm home, with
their independence, security and exceptional quality of life my goal.
I want to thank you for your friendship
over the years. I’ve watched the development field grow and evolve over the
17 years I have worked in our community and I’ve been very proud to be a
part of it. My sincere wishes for a
happy, healthy and prosperous 2008 and
I hope our paths will cross often. Please
keep in touch!
Note: Chamberlain Scholarship
recipient for the 2008 AFP International
Conference in San Diego, CA is
Suzanne Horstman, FAHP, Executive
Director, Library Foundation of Martin
County.
Philanthropy Changes the Landscape
National Philanthropy Day 2007
Museums, hospitals, libraries, theaters, parks, gardens---the quality of
life on the Treasure Coast is enriched by these social and cultural venues and organizations.
Each November the Treasure Coast Chapter of the Association of
Fundraising Professionals recognizes the outstanding philanthropic
contributions of community members to non-profit organizations of
Martin and St. Lucie Counties. Their names and faces, may not be familiar to you, but the fruits of their gifts impact your life in wonderful ways.
Deborah Johnson, Co-Chair, said, “Philanthropy plays a vital, even a
critical, role in determining the quality of our lives. With the spark of a
generous gift, ideas can take fire; great plans can become reality.”
Diane Charette, President, Millie Wood
and Deborah Johnson, CFRE, NPD Co-Chairs
Co-Chair Millie Wood notes that 2007 was a record year for nominations. “Increasingly our community is recognizing those who step forward and put their personal or corporate funds on the line to move our
community forward. We had thirty-four nominees for this year alone,
each one of them outstanding in their own right.” We were especially
proud of the response to the call for nominations of young people who
are involved in philanthropy while still in school. AFP President Diane
Charette said, “Anyone who read the applications of our youngest nominees knows that the future is in good hands.”
We were blessed with perfect weather for the October 16 Champagne
Reception at the Snug Harbor home of Roger and Maggie Bernot to
honor all of our nominees, nominating organizations and award sponsors.
Bryan Garner, Master of Ceremonies
The 13th Annual National Philanthropy Awards were presented at a
luncheon on November 29 at the Tesoro Club before an audience of
over 240 community leaders, volunteers and donors. Sponsored by the
Community Foundation of Palm Beach and Martin Counties, with
Bryan Garner, WPTV News Channel 5 Treasure Coast Bureau Chief as
Master of Ceremonies and the Pine School Jazz
Ensemble providing wonderful music – it was a
truly magnificent time to remember. The crowning
touch was a glorious Champagne Toast to all of our
attending nominees, along with the wonderful
words from our honorees that left many in heartfelt
tears.
If you missed it, don’t miss next year as we r eturn
to the Tesoro Club on November 13, 2008 for the
14th Annua l event! Start thinking now about this
wonderful opportunity to thank those individuals,
businesses and corporations whose dedication and
generosity demonstrate the spirit of giving to your
organization and NOMINATE!
Our 2007 Honorees
Philanthropy Changes the Landscape
National Philanthropy Day 2007
PRESIDENT’S AWARD
Jack & Ceejay Heckenberg, award sponsor and
Patricia & H. William Lichtenberger, recipients
CORPORATE PHILANTHROPIST
Bill Parris, Wal Mart Distribution
Center #7038, recipient
with Tom Hall, Seacoast National Bank,
award sponsor
YOUTH IN PHILANTHROPY
Thom Padrick, representing Publix
Super Markets Charities, award sponsor,
with Stephane Reed and Lucie Enns,
representing John Carroll High School
Student Government
INDIVIDUAL PHILANTHROPIST
Ted Brown, US Trust/Bank of America
Private Wealth Management, award sponsor
and Shawn M. Donnelley, recipient
SMALL BUSINESS
Linda and Christian Probst, Global
Design-Web Design Studio
UNSUNG HERO
Jose Torres, volunteer
with Boys & Girls Club
of Martin County
VOLUNTEER FUNDRAISER
Bridget Baratta
GROUP SUPPORTING PHILANTHROPY
Tara Biek, Tara Biek Creative, award sponsor
with Kathryn Adamiak,
president, Sailfish Point Foundation, recipient
Presented by Treasure Coast Planed Giving Council
LIVING LEGACY
Gary and Judie Price
LASTING LEGACY
Pam Fogt and Robin Hicks-Connors,
CFRE, representing The Elliott
Museum in a posthumous honor
of Harman Elliott
Faces of National Philanthropy Day 2007
MEMBER SPOTLIGHTS
David Moore - Donor Relations Coordinator, Martin Memorial Foundation
WHY ARE YOU A FUNDRAISER?
I like the fact that I am helping others
that are in need
HOW
MANY YEARS HAVE YOU BEEN IN
WHAT
CONCERNS YOU MOST ABOUT THE
PROFESSION?
As more and more non-profits are
moving to this particular area I feel the
resources will become more limited.
As a professional for one year, however,
for five years as a volunteer for many
local non-profit organizations.
WHAT
WHAT
WHAT IS YOUR MOTTO?
Live each day to the fullest and try to learn
something new each day
BETTER THAN YOU DO NOW?
Write proposals
HOW
CAN
AFP, TREASURE COAST
SERVE
YOU BETTER?
FUNDRAISING?
DO YOU WISH YOU COULD DO
WHEN / WHY DID YOU JOIN AFP?
I joined in 2007 for the opportunity to learn
from my peers and also as a job requirement
IS THE BEST CAREER ADVICE YOU EVER
RECEIVED?
I would like to see more educational sessions
targeted to the new in the profession
Believe in the mission
WHAT ARE YOUR GOALS FOR THE FUTURE?
I hope to be development director or major
gift officer one day
WHAT
DO YOU LIKE TO DO WHEN YOU’RE
NOT FUNDRAISING?
Relax
Judy Cruz - Principal, Gevesa Group
WHAT
DO YOU WISH YOU COULD DO BETTER
THAN YOU DO NOW?
Personally, I always wanted to paint someday I
would like to paint a landscape that actually
looks like one.
WHAT
CONCERNS YOU MOST ABOUT THE PRO-
FESSION?
WHAT
DO YOU KNOW NOW THAT YOU WISH YOU
HAD KNOWN BEFORE?
That my opinion does matter.
WHEN / WHY DID YOU JOIN AFP?
I have participated in AFP since 2000 and have
been an active member since 2006. AFP has
provided me with a wealth of information and a
network of professionals I can turn to for advice.
Duplication of services. There are so many
agencies
providing similar services, it can be
WHY ARE YOU A FUNDRAISER?
WHAT ARE YOUR GOALS FOR THE FUTURE?
confusing
to donors and can hurt organizations.
When I was in 6th grade I raised money
Enjoy
life to the fullest!
In the perfect world agencies would work togethfor the Jerry Lewis MD Telethon, I’ll
er for the common good.
never forget the sense of pride and
WHAT DO YOU LIKE TO DO WHEN YOU’RE NOT
accomplishment I had when my friend
?
FUNDRAISING
and I handed over a check for $300.00. I WHAT IS THE BEST CAREER ADVICE YOU EVER
I
enjoy
spending
time with my family and
RECEIVED?
realized then how important it was to
friends.
That being told no doesn’t mean I am wrong it
help in whatever way I could.
just means that the timing isn’t right.
HOW
MANY YEARS HAVE YOU BEEN IN
FUNDRAISING?
Too many to count.
WHAT IS YOUR MOTTO?
As Scarlett O’Hara said “I’ll think about that
tomorrow since tomorrow is another day”.
WELCOME 2007 NEW MEMBERS
KEN JOHN DE ANGELES
ANNE LAWRENCE KOSTYO
MARGARET V. POST
K.J.D. Enterprises
Homeless Family Center, Inc.
Caring Children Clothing Children
JENNIFER M JOLLY
DAVID LEE MOORE
JUDY ROBERTS
United Way of Martin County
Martin Memorial Foundation
Jesus House of Hope
KIMBERLY JONES
TERESA O'HARA
GIGI SUNTUM
Visiting Nurse Association
Suncoast Mental Health Center, Inc.
Caring Children Clothing Children
DALE KOSTAKOS
PETER PATTENGILL
JANN WIDMAYER
Helping People Succeed
Manatee Observation and
Education Center
Dear AFP Members,
I look forward to the opportunity to serve as your Chapter President this year.
As I sit here thinking about what we can accomplish as a Chapter in 2008 I am
reminded that our positions within non-profits rely heavily on volunteers; so does
your AFP Treasure Coast Chapter. Each of you joined AFP with a specific purpose
in mind, whether it was to meet, reconnect or network with other professionals’ in
your field or gain the knowledge needed to make your position within your organization or business a little easier.
Judith Cruz
2008 President
AFP Treasure Coast Chaper
In order to fulfill our obligation to you. We need you! We need your time, talents and
knowledge; we need you to volunteer for your AFP Chapter. Without member support there would be no speakers, no luncheons, no educational forums. I recently
had lunch with a dear friend and she thanked me for listening and reinforcing the
fact that the direction she was taking in her position did make sense; everyone in
her office couldn’t relate to fundraising and development it wasn’t in their job
description. Imagine not having anyone who truly understands what you are going
through; not having anyone to bounce your ideas off.
Where would we all be?
That’s why I am asking each of you today to get more involved:
• Serve on a committee
• Chair an event
• Recruit new members
• Attend meetings
• Attend the audio conferences
• Find out more about the Chapter’s scholarship opportunities
• Send in your ideas about monthly program speakers
• Help mentor a newbie!
• Use AFP International’s website www.afpnet.org
• Volunteer, make a commitment to this Chapter
• Get the most out of your membership
No matter your interest or schedule there is a volunteer activity for you!
Remember, you joined for a reason.
I look forward to serving with all of you….
Judy Cruz
2008 Chapter President
CALENDAR OF EVENTS ARE POSTED ON
OUR WEB SITE: www.afptreasurecoast.org
The Association of Fundraising Professionals (AFP) is the professional association of individuals responsible for
generating philanthropic support for a wide variety of nonprofit, charitable organizations. Founded in 1960, AFP
advances philanthropy through more than 28,000 members in 190 chapters throughout the world. The Treasure Coast
Chapter was chartered in 1994 with over 50 members representing nonprofits in St. Lucie and Martin Counties.
Nancy
Renee
Judy
Diane
Linda
AFP TREASURE COAST CHAPTER BOARD
President
Judith Cruz
Gevesa Group
573 SW Waverly Place
Port St Lucie, FL 34983
(772) 528-7960
[email protected]
V P Membership/President Elect
Michelle D. King
VP of Resource Development
United Way of St Lucie County
4800 South Federal Highway
Fort Pierce, FL 34982-7078
(772) 464-5300
[email protected]
VP Education
Nancy K. Turrell, CFRE
Executive Director
Arts Council of Stuart & Martin County
80 East Ocean Blvd,
Stuart, FL 34994
(772) 284-8750
[email protected]
Holiday
Fun!
VP Communications
Joanne Towner, CFRE
Vice President of Development
Easter Seals Florida
213 South Congress Avenue
West Palm Beach, FL 33409
(561) 471-1688
[email protected]
Treasurer
Renee Booth, Executive Director
Children’s Museum of the
Treasure Coast
P O Box 2147
Stuart, FL 34995
(772) 225-7575
[email protected]
Secretary
Linda Melton, Executive Director
The Daniel M. Foundation
827 Sunrise Blvd
Fort pierce, FL 34950
(772) 466-0051
[email protected]
Joanne
OF
Michelle
DIRECTORS
Director at Large – Martin County
Deborah M. Johnson, CFRE
(Not Pictured)
Director of Development
The Pine School
12350 SE Federal Highway
Hobe Sound, FL 33455
(772) 675-7030
[email protected]
Director at Large – St Lucie County
Ken De Angeles (Not Pictured)
K.J.D. Enterprises
1302 SE Roanoke Street
Port St Lucie, FL 34952
(772) 285-5532
[email protected]
Immediate Past President
Diane Charette
VP Community Relations
Helping People Succeed
P O Box 597
Stuart, FL 34995
(772) 320-0772
[email protected]
Chapter Administrator
Millie Wood, Consultant (Not Pictured)
402 SE Oakridge Drive
Port St Lucie, FL 34984
(772) 879-2794
(772) 475-3318
[email protected]