Planning for the New Normal in 2021: The 3 Cornerstones to Success

By Karen Rotko-Wynn, CFRE, Chief Business Enterprise Officer, The Alford Group and Immediate Past-Chair of the AFP U.S. Foundation for Philanthropy

As I have stood side-by-side this last year with some of the brightest and most creative fundraisers that I know, I have continued to be amazed and in awe of the strength and utter tenacity of the individuals who lead our sector. It is an understatement to say it was an unusually challenging year. Continue reading “Planning for the New Normal in 2021: The 3 Cornerstones to Success”

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

MODERATORS:

  • Alexis Cooke, Senior Consultant, The Alford Group
  • Jamie Phillippe, CFRE, Vice President, The Alford Group

PANELISTS:

  • Felicia 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, Executive Director, Million Dollar Round Table Foundation

Slide Deck: Planning Webinar Presentation_The Alford Group

Giving USA and the New Age of Philanthropy in the Northeast

MODERATOR:
Elizabeth Rowley, CFRE, President and CEO, Community Foundation of Orange and Sullivan

GIVING USA PRESENTATION:
Amy Hines, Senior Vice President, The Alford Group

EXPERT PANEL:
Sally Cross, President and CEO, Community Foundations of the Hudson Valley

Walter J. Dillingham, Jr., CFA, Managing Director, Wilmington Trust

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

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”

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: 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 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

A New Philanthropic Landscape: Navigate confidently through COVID-19

A Message from Brenda B. Asare, President and CEO, The Alford Group

The Coronavirus (COVID-19) has created unexpected challenges and new daily realities for your organization. While this is uncharted territory for all of us, we know that the need for your services and programs continues and The Alford Group stands ready to be your partner through this difficult time.

One reality that is not new is that Americans are generous – in good times and bad. That history of generosity has enabled us to weather challenges and come through difficult times stronger.

In recent meetings with many organizations we are helping clients navigate and create strategic approaches to meet increased demands for services, pivot on special events and engage with donors in meaningful ways. Over the past 40 years, The Alford Group has helped our clients navigate through national crisis, economic downturns and organizational challenges.

The most important thing to remember is that your donors and volunteers care about you and your mission. They want to know how they can help your organization. Here are some proactive steps – and specific strategies being implemented by our clients – to consider.

Continue reading “A New Philanthropic Landscape: Navigate confidently through COVID-19”

Industry Best Practices Are Put to the Test

By Wendy Hatch, CFRE, Vice President and Jennifer Shin, MBA, Consultant

The Alford Group Texas AFP surveyOver 3,000 development professionals from across the country attended AFP ICON in San Antonio, Texas last month. The Alford Group took advantage of this assembled fundraising brain-trust to conduct a highly scientific (wink!) survey around a few hotly debated fundraising topics.

Participants weighed in on three important “questions of the day” at The Alford Group booth by placing colored ping pong balls into giant glass vases to cast their votes. Fundraisers from across the country representing diverse sectors and roles brought their expertise to challenge some misconceptions and tried-and-true best practices. So, we asked the following three questions:

  • Do you primarily tell stories or provide statistics in your fundraising appeals?
  • Do you favor direct mail or email fundraising?
  • Do you focus primarily on garnering restricted or unrestricted gifts?

And the fundraisers have spoken.

Continue reading “Industry Best Practices Are Put to the Test”

Getting the Most From Your Upcoming Anniversary

By Mary Kaufman-Cranney, CFRE, Vice President

During my tenure as the head of development with the YMCA of Greater Seattle, I was lucky enough to be there for the organization’s 125th anniversary.

As the 120th year of the YMCA of Greater Seattle loomed ahead, I asked our public relations volunteers if we should start getting ready to celebrate. Their reply? A resounding, “No! Save it for the big one at 125 – but start planning now.”

“Five years out?” I thought to myself. “That  seems crazy!” But as we started to explore the significance of the 125th and realize that no update had been done on our history timeline since the 100th – not to mention electronically capturing our history and thousands of photos dating back to the late 1800s – we had lots to do. Continue reading “Getting the Most From Your Upcoming Anniversary”

Community Foundations: Wondering How to Grow Your Asset Base?

The 4 Things You Must Do First

By Jamie Phillippe, CFRE, Vice President with Lieve Buzard, Client Service Associate

Growing the asset base of a community foundation means the foundation will have an even larger impact on the community it serves. With more assets and resources, the foundation is able to support more nonprofit organizations (or the same organizations at a higher level) and collectively solve community problems and increase the quality of life for community members.

Often times, community foundations run campaigns to increase gifts from individuals, families, and corporations. There are FOUR THINGS that a foundation must do prior to undertaking a campaign to increase its asset base.

Where does your foundation stand in relation to these four elements?

#1 Strategic Plan

A comprehensive strategic plan must be in place to provide a road map, to provide credibility, and to provide a sense of urgency to the entire effort. Continue reading “Community Foundations: Wondering How to Grow Your Asset Base?”