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

GIVING USA PRESENTATION:
Karen Rotko-Wynn, CFRE, Executive Vice President & West Division Manager

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

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

Slide Deck:Giving USA 2020 Summary Slides

Infographic: Giving USA 2020 Infographic

Find Your Path to a More Inclusive Workplace Culture

The Mid-Hudson Valley Association of Fundraising Professionals presents an action-packed webinar that will discuss how to assess your current culture and address building a positive culture of inclusion in the workplace.

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

PANELISTS:
Freddimir Garcia, Northern Regional Director for Diversity, Inclusion and Community Engagement, Westchester Medical Center

Inaudy Esposito, Executive Director, Orange County Human Rights
Commission

Slide Deck: Inclusive Workplace Webinar Slides

Celebrating Black Philanthropy

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

Featuring:

Liz Thompson, President and Office Director, Cleveland Avenue Foundation for Education (The CAFE)

Don Thompson, CEO and Founder, Cleveland Avenue, LLC

 

With the current events of the past five months, the world is learning how to overcome the discomfort of talking about race and are having some real courageous conversations on how we can move forward together to create lasting change for people of color. This change will create a ripple effect where others who have been marginalized will benefit and increase their ability to thrive as well – no one is left behind.

Continue reading “Celebrating Black Philanthropy”

Diversity in Fundraising: Making a Long-Term Commitment

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By JoAnn Yoshimoto, CFRE, Associate Senior Consultant

Growing up in Kentucky during segregation, Jimmie Alford – The Alford Group’s founder – attended an all-white school, and didn’t experience racial diversity until the age of nine when his parents moved to Chicago. The move, due to the closing of coal mines, placed Jimmie’s family in a small apartment in the Englewood community. Jimmie was one of three white students in his third grade class of 40 students.

Along with his classmates, he understood economic diversity and its impact on themselves, their families and their community while living in extreme poverty within a predominantly affluent nation. He also directly and personally saw and felt the impact of discrimination. He decided at a young age that the injustice of discrimination was something he would never allow to penetrate his life and that he would work his entire life to eradicate it in all forms. Like many who grow up marginalized in one way or another, Jimmie vowed to lift himself out of his circumstances, make a better life and never forget the important life lessons learned along the way. His commitment to this goal was unwavering and steadfast.

While Jimmie passed away suddenly in 2012, his spirit and leadership remain with us as the nation and world grapple with the opportunity afforded by the Black Lives Matter movement and a renewed call for equity and social justice. We share his unwavering optimism that better days lie ahead when we all work together.

Diversity

Diversity is one of seven core values of The Alford Group, and one of Jimmie’s enduring “fingerprints” on the consulting firm he founded in 1979. One manifestation of this commitment is our 20+-year sponsorship of the Diversity Workshop and Diversity Art Showcase at the annual AFP International Conference. While our dedication to diversity and inclusiveness has remained resolute over the decades, the demographics of America – and thus the universe of donors and prospective donors – have changed dramatically. Lessons learned from diverse communities, and the shared values of diversity, equity and inclusiveness (DEI), are more relevant and more essential today than ever before. Continue reading “Diversity in Fundraising: Making a Long-Term Commitment”

Never Waste a Good Pause

By Mary Hackett, Associate Vice President and JoAnn Yoshimoto, CFRE, Associate Senior Consultant

It was Machiavelli who first advised “never waste a good crisis.” By that he meant one could look at the opportunities afforded by a crisis to change, to innovate and to improve.

To paraphrase Machiavelli, we advise “never waste a good pause.” Whether it’s a lull in activity or a forced rethinking of business-as-usual, most nonprofits are experiencing a “pandemic pause.” At minimum, everyone should take a moment to consider how to effectively navigate in the new normal. For those who are experiencing a pause, the silver lining is that we can utilize this time to strategically prepare for the future.

We can explore ways to embrace the pandemic pause to PAUSE:

P – Position

A – Analyze

U – Unify

S – Steward

E – Evaluate

Continue reading “Never Waste a Good Pause”

Giving USA and the New Age of Philanthropy

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

Presenter:
Sharon Tiknis
Executive Vice President & East Division Manager
The Alford Group

Panelists:

  • Julie Fisher Cummings, Philanthropist, Chair of the Lovelight Fund and Board Chair of the Community Foundation for Palm Beach and Martin Counties
  • Eric M. Kelly, President, Quantum Foundation
  • Brian D. Wodar, Senior Vice President and Financial Advisor, Bernstein Private Wealth Management
  • Sarah Nathan, PhD, Associate Director, The Fund Raising School at the Indiana University Lilly Family School of Philanthropy and Board member for the Johnson County Community Foundation

Slide Deck: Giving USA Summary Slides

Infographic: Giving USA 2020 Infographic

Blog: Giving USA By the Numbers and Beyond

 

Follow the Yellow Brick Road: The Wizard of Oz as a Strategic Planning Tool

By Michelle Hunter, Associate Consultant

Looking for a way to make your organization’s strategic planning exciting and more relatable? Having a difficult time explaining strategic planning terminology?

Fasten your seatbelt, Toto. We’re not in Kansas anymore.

At first glance, The Wizard of Oz—the widely beloved children’s book by Frank L. Baum, the 1939 film starring Judy Garland, and countless other adaptations for stage and screen—may seem to have little to do with strategic planning: the process through which organizations define their long-term vision and identify strategies and action steps to achieve that vision.

Although the two may seem to be unlikely companions, there is actually a lot we can glean from The Wizard of Oz about strategic planning.

Continue reading “Follow the Yellow Brick Road: The Wizard of Oz as a Strategic Planning Tool”

Giving USA: The Next Normal and a New Age of Philanthropy

By Alexis Cooke, Consultant, The Alford Group

On Wednesday, June 17, The Alford Group hosted a panel of national experts and funders to discuss Giving USA’s Annual Report on Philanthropy in 2019 in light of current realities, new opportunities and our future as non-profit staff, funders and philanthropists. The full discussion, along with The Alford Group’s Giving USA report, may be found here.

As Brenda Asare, The Alford Group’s President and CEO, noted as she opened the panel discussion, we all had high hopes for 2020 – momentum within the sector was strong and anticipated to continue at the close of 2019 and through 2020. Of course, no one knew what was coming nor how incredibly important that cushion would be to the survival of many nonprofits. As leaders representing funders and philanthropists across the country, Laura, Marguerite, Steve and Beth offered critical insights into philanthropy today and provided some hope as Brenda said “we must look up and ahead, as that is where we are all going.”

Continue reading “Giving USA: The Next Normal and a New Age of Philanthropy”

Giving USA 2020 By the Numbers and Beyond

By Alexis Cooke, Consultant, The Alford Group

On Wednesday, June 17, The Alford Group’s Karen Rotko-Wynn, Executive Vice President, shared highlights, trends and key takeaways from Giving USA 2020: The Annual Report on Philanthropy in 2019. Karen’s full presentation, along with a panel discussion with national experts and funders discussing the next normal and the future of philanthropy may be found here.

To be at this moment – mid-June 2020, reflecting on last year’s philanthropy during these challenging and volatile times – well, it feels a bit disconnected. It is hard not to ask why these data points matter; it is difficult to receive this report without wondering what this year’s annual report on philanthropy will say.

However, as the longest running, most comprehensive and most authoritative report on charitable giving in the United States – representing 128 million households, 600,000 nonprofits and 80,000 foundations and businesses – the information reported through Giving USA is deeply relevant. As leaders and staff of nonprofits, it is important to understand data trends and to know where to focus efforts; it is important to know where your organization fits within this data; and it is important to understand this data in relation to navigating our current, very difficult year.

Continue reading “Giving USA 2020 By the Numbers and Beyond”

Giving USA and the New Age of Philanthropy

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

GIVING USA PRESENTATION: Karen Rotko-Wynn, CFRE, Executive Vice President, The Alford Group

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

Slide Deck: GUSA 2020 Summary Slides

Infographic: GUSA2020_Infographic

Blog Recap: Giving USA Numbers

Blog Recap: Panel Discussion

Creating a Culture of Equity: Taking Action

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

How long can you hold your breath without passing out? A man with strong willpower can hold his breath for two to three minutes. You don’t need me to tell you what happens after eight minutes and 46 seconds of someone holding his knee on your neck.

As people across the world decry the dehumanizing death of George Floyd, it is not lost on me that African Americans have been holding their breath for over 400 years.

Continue reading “Creating a Culture of Equity: Taking Action”

Retaining COVID-19 Donors: Will this be the beginning or ending of a lifelong relationship?

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

Presenters:

  • Sue Rescigno, President, Rescignos
  • Ron Rescigno, Vice President, Rescigno

Slide Deck: Covid 19 Donor Retention Webinar