Luncheon Session - Noon

“Stop in the Name of Love”,  i.e. Reconsidering Governance
Liz Shear

• You’ll be singing the praises of great governance after you hear our December luncheon speaker, Liz Shear.  The mother of an award-winning rock musician and a music lover herself, Liz brings an excitement that you wouldn’t expect about nonprofit governance.
  
  
• From Liz...
  • "How do we reclaim the concept of governance and make the word resonate in our hearts and minds?  First, we need a more complete definition of governance.  Our current definition reads “The use of authority to set organizational purpose and to ensure that the organization serves those purposes.”  Somehow, it forgets to mention three essential elements of governance: why, for whom and how we do the work.  Substitute “an organized group of people, who, together, advance a mission for the common good, on behalf of the community.  Now governance is about working together in an organized and passionate way to improve our mutual lives.  It becomes a sacred community trust."
    
    
• You’ll see governance in a whole different light.  You may even begin singing “I’m beginning to see the light . . .”  Lyrics provided on request.

About The Speaker:

• Liz Shear is the founder and program director for the University of San Diego’s Fifth Annual NonProfit Governance Symposium that will be held January 9-10 on the USD campus.  Fun loving and upbeat, here are just a few of her other credentials:
  
  
• Executive Director, San Diego Youth and Community Services
  
  
• Founding Staff Member for YMCA Project Oz, crisis intervention for runaway youths
  (Don’t you just love that name?)
  
  
• Consultant to a Major national music promotion company
  
  
• Consultant to Urban Corps of San Diego, Alzheimer’s Association, Native American Nursing Scholars, San Diego Grantmakers and more.
  
  
• Liz may break out in song at any time but you’ll go back to your nonprofit with a greater appreciation of the harmony good governance can bring.

Fundraising Fundamentals - 10:30 a.m. - 11:30 a.m.

Major Gift and Planned Gift Fundraising in these “Challenging” Economic Times
Amanda J. Ferrari, JD, CFRE and Robert Sheldon, JD
Ferrari Philanthropic Consultants, Inc.

• What do we do in these “challenging” economic times? 
  
  
• What should your charitable organization be doing?
  
  
• Assessing your donors – How are they affected?
  
  
• Does your organization stay the course with major and planned gifts or chart a different navigation?  
  
  
• Revisiting Planned Giving Strategies - Do we put planned giving activities on hold and shift primary focus on major gifts to see us through this storm?
  
  
• Does your organization communicate a message of stability to your donors?
  
  
• What is the role of the Board and the staff during these economic times?
  
  
• On December 2, 2008 Robert Sheldon and Amanda Ferrari, with over 30 years of combined experience in major gift and planned gift fundraising, will have an interactive session discussing these issues.  You don’t want to miss it!

About the Speakers:

• Amanda J. Ferrari, JD, CFRE and Robert Sheldon, JD are the principals of Ferrari Philanthropic Consultants, Inc., a full service Consulting Firm with over 30 years of combined fundraising and philanthropic expertise providing counsel to Nonprofit Organizations in Estate and Gift Planning, Bequests, Major Gifts, Feasibility Studies, Capital Campaigns, Endowment Campaigns, Executive Coaching, Fundraising and Business Plans, Board and Staff Leadership Development, Strategic Planning, Nonprofit Management, Leadership Retreats, and Marketing.
  
  
• Among their many clients are St. Joseph Hospital of Orange, Mission Hospital, St. Jude Medical Center, St. Mary Medical Center, Orange County Performing Arts Center, the California Science Center, and the Los Angeles Biomedical Research Institute at Harbor UCLA.