Tag Archives: luncheon

Lessons in Capital Campaign Leadership: A Reflection

by Willie Matis

So the title of the luncheon “Lessons in Capital Campaign Leadership” probably could’ve been changed to “Lessons in Nonprofit Leadership.”

The panelists yesterday were among the most quotable of the entire year.

A huge shoutout goes to JGA (Johnson Grossnickle & Associates), for not only putting on a great series for AFP Indiana, but saving this great group for last.

Yvonne Shaheen – CEO, Long Electric Company (retired)
Mike Wells – President, REI Investments, Inc.
Steve Walker – Chairman of the Board and CEO, Walker

Some great themes that were taken from them can be noted from the tweets above; however, one big takeaway was that leaders and board members should not be afraid to hold each other accountable.

This is a large statement. People, places, and organizations get complacent all too often. I don’t think it is coincidental that all 3 of these panelists, who are known to be fantastic board members, are also know to be a little “blunt.” Holding each other accountable is how to move forward. Sure, there are tender ways to be assertive, but when it comes down to it, in order to see success everyone must do their job. It was very refreshing to hear these words from the panelists. It fired up the crowd, and they inspired us all.

The quotes above or the theme of the day could have a negative feeling to it, but that is not at all how it came across. The passion was seen in each of them, and they speak their minds because they care about the community and the organizations for which the volunteer.

Yvonne gave some great parting words… she said, “If you don’t love what you are doing, then you’re in the wrong field.”

When you have passion, when you care, and when you work out any problems that arise, then good things will come.

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What is the hardest thing to express to donors?

by Willie Matis

We are in an age where every single fundraising expert is telling us the importance of expressing IMPACT to donors.  Show it through social media, tell it before an ask, and you better know how to back up your findings.

question guyKnowing this every day, it is still hard to come up with answers to these 3 questions.

1) What exactly does the donor want to know?

2) How to I measure that impact?

3) How do I MAKE TIME to measure and show the impact?

I don’t know the answers, except maybe the last one is… “YOU BETTER MAKE TIME AND PRIORITIZE THIS.”  And, the good thing is that our friends at Johnson Grossnickle + Associates have helped us bring in yet ANOTHER great speaker.  Katherina Rosqueta, Founding Executive Director, Adjuct Faculty, The Center for High Impact Philanthropy at the University of Pennsylvania.

[Okay, if you aren’t already intimidated by her title, check out what all she’s done on the Luncheon registration page.]

Katherina knows her stuff, and so my suggestion is this.

“Measuring and Managing Social Impact”
Thursday, April 17th, 2014
11:30am – 1:15pm
Hilton Indianapolis Downtown
120 W. Market Street, Indianapolis, IN 46204

Ms. Rosqueta has been cited in NUMEROUS publications including the Wall Street Journal, Chronicle of Philantrhopy, Money Magazine, and the International Herald Tribune.  This is a can’t miss luncheon, and please note the DATE AND LOCATION CHANGE!

So, back to where I started. What is the hardest thing to express to donors? Impact. You may be able to choose a statistic, but do you know how to back it up? Is this the impact that is going to pull a donor closer to the mission?

I don’t know, but Katherina Rosqueta probably will.  Hope to see you at the Luncheon, registration CLOSES ON FRIDAY, APRIL 11TH.

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Stewardship, Stewardship, Stewardship

by Willie Matis

We all talk about it. Stewardship.

“We need to steward our major donors better.”

“We need to steward our first time donors EARLY.”

“We need to steward our corporate partnerships because they can open up many doors.”

But do we understand HOW to steward?  Do we understand stewardship at its core?

photo credit to Good Works Blog

photo credit to Good Works Blog

Enter: Rob MacPherson.

Rob MacPherson serves as Vice President for Development & Philanthropic Services with the Central Indiana Community Foundation (CICF).  He directs the Foundation’s asset development strategies and donor services activities.  In addition to working with prospective donors to promote the ease and advantages of partnering with the community foundation to fulfill charitable wishes, Rob works closely with CICF’s current donors to keep them engaged with the Foundation’s work in the community and informed on current trends in central Indiana and with charitable giving.

Even if we know a bit about stewardship, this will be a very VALUABLE luncheon next Wednesday – February 19th!

CICF represents hundreds of philanthropists throughout the state so Rob will have a little bit for everyone.  MAKE SURE TO REGISTER TODAY! You don’t want to miss out.  We are almost at capacity for the event, and this is one where you not only get to learn about stewardship but also hear from a funder.

We will be there in the front row.  What questions would you like us to have prepared for Rob’s presentation?  We will ask him for you if you leave them in the comments section.

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