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2006

January 2006 had barely begun when Tim Evans phoned Colette Murray, past president of AFP International, to inquire if the Coachella Valley had ever had a chapter of AFP.  When the answer was “no,” and with the endorsement of the board of the Inland Empire Chapter where Evans was VP, Tim sent an email to Coachella Valley fundraising executives inquiring if they were interested in helping to found a local desert chapter of AFP.

An exploratory meeting was held in February 2006 at the offices of Desert Healthcare District with nine individuals in attendance--Wayne Soucy and Chuck Phillips of DHCD, Colette Murray, Eileen Packer, Stu Bailey, Doug Morin, Peter Rittenhouse, Scott Schroeder and Tim Evans. Colette provided counsel and recommended that the exploratory committee contact AFP’s Western Area Manager, Pat Bjorhovde, and follow the step-by-step process toward formation of a new chapter.  At an early March meeting, Colette, Tim, Scott, Wayne, Peter, Eileen, Paula Kennedy and Mary Panesar said they would join the proposed new chapter, if established.

On March 28, 2006, at the request of Tim Evans, the AFP Inland Empire Chapter board (Jennifer Grantham, President) voted to sponsor the proposed new Desert Communities Chapter and also approved a gift of $200 in start-up funds.  In April, May and June, Pat Bjorhovde worked with Tim Evans, Peter Rittenhouse (who agreed to be membership secretary) and other individuals helping to form the chapter.  In July, Colette and Dick Murray hosted a cocktail party at their home for prospective new members of the Desert Communities Chapter. Concurrently, AFP membership enrollment applications were given to all interested individuals. 

Scott Schroeder hosted a chapter formation luncheon at the Palm Springs Art Museum in September attended by 30+ individuals; among them were Colette Murray, longtime AFP member Milton Murray, and Pat Bjorhovde who was the guest speaker.  At lunch, it was formally announced that the new Chapter would be established and that the founding Chapter board would consist of Tim Evans (President), Peter Rittenhouse (Membership chair and President-Elect), Colleen McBride (Treasurer), Harvey Kessler (Secretary), Colette Murray (Emeritus), and Scott Schroeder, Doug Morin and Wayne Soucy (Vice Presidents).

The new Desert Communities Chapter application was approved at the AFP assembly in Los Angeles in October 2006.  We were classified as a Metro 1 Chapter, the 48th chapter west of the Mississippi and the 186th AFP chapter internationally.  Colette and Dick Murray hosted a second cocktail party at their home shortly thereafter for charter members and prospective members of the new Desert Communities Chapter.    Paulette Maehara was a special guest at that party.  Milton Murray was the speaker at our monthly luncheon in November. 

Chapter membership as of December 31, 2006, numbered 22. 

Founders

Colleen McBride, Milton Murray, Colette Murray, Peter Rittenhouse, Pat Bjorhovde,
Scott Schroeder, Tim Evans.

2007

Chapter board members included Tim Evans (President), Peter Rittenhouse (President-elect), Colleen McBride (National Philanthropy Day Chair), Paula Kennedy (Ethics), Sarah Cain (Marketing and PR), Doug Morin (Programs), Scott Schroeder (Treasurer), Harvey Kessler (Secretary), Wayne Soucy (Nominating Committee), Anne Grey, Nancy Tortorelli, and Milton Murray and Colette Murray (Emeritus).  The board met monthly at The Commissary in Rancho Mirage prior to luncheon programs for the Chapter membership.

Monthly luncheon programs in 2007 were presented by John Kelleher (Image and Ethics in Fundraising), Roderick Reinhart (Working with Local Government Agencies), Vince Fraumeni (Planned Giving for Nonprofit Organizations), and Brian Hebb (Story Telling Through Film Making).

In November 2007, AFP CA Desert Communities Chapter hosted its first National Philanthropy Day awards luncheon at the Classic Club in Palm Desert with 200 guests attending.  Honorees were Jackie Lee and Jim Houston (Outstanding Philanthropists), Judd Hadley (Outstanding Volunteer), Rotary Club of Rancho Mirage (Outstanding Service Organization), Coeta and Donald Barker Foundation (Outstanding Foundation), and Palm Desert National Bank (Outstanding Corporation). 

As of December 31, 2007, the number of Chapter members had nearly doubled to 42.

2008

Peter Rittenhouse took over as Chapter President in January 2008, with Colleen McBride as President-Elect.  After Deborah McGarrey assumed responsibility mid-year for chairing the Membership program, board meetings moved to Sunrise Community Bank.  Peter hired the Chapter’s first part-time paid Administrator, Joy Short, and the board held its first strategic planning retreat with assistance from Pat Bjorhovde as facilitator.

Monthly luncheon speakers included Cheryl Guerin (Building a Development Program), Gerard Tamparong (Insurance as a Fundraising Tool), Susan Marie Chin (Creative Marketing for Nonprofits), Glen Malan and Lizabeth Chambers (Legal Issues Around Bequests), Janet Newcomb (Public Relations in a Nonprofit World), and the Weingart Foundation (Grant Guidelines for Core Support).

In November, the chapter held its 2nd Annual National Philanthropy Day Awards Luncheon, this time at the Agua Caliente Casino Spa Resort in Rancho Mirage with 325 guests attending.  Scott Schroeder chaired the event that honored Peggy and Don Cravens (Outstanding Philanthropists), Robert Fey (Outstanding Volunteer), Colette Murray (Outstanding Fundraising Professional), H.F. & Frances C. Berger Foundation (Outstanding Foundation), Family Development (Outstanding Corporation) and Pegasus Club Kids (Outstanding Youth in Philanthropy). 

The Chapter continued to grow, reaching 58 members by year’s end.

2009

Colleen McBride took over as Chapter President and Scott Schroeder became President-Elect and chair of National Philanthropy Day. The board included Harvey Kessler (who passed away in May), Tim Evans, Terri Bona (Secretary, replacing Harvey Kessler, ), Paula Kennedy (Nominating Committee), Lorraine Becker (Youth in Philanthropy), Barbara Workman (PR), Angelica Chavez Clarke (Government Relations), Sandra Viden-Martins (replaced Karen Morrissey as Programs chair), and Peter Rittenhouse (Immediate Past President and Treasurer). Colette Murray and Milton Murray (who passed away in December) served as Trustees Emeritus. 

Monthly luncheon programs in 2009 were presented by Alan Pressel (IT for Nonprofits), John Kelleher (Government Relations), Eldon Baber (Grant Writing), Judith Cox (Nonprofit Collaboration and Survival in Difficult Times), Kit MacNee (Diversify Your Sources of Revenue), and Denise Welch (Donor Relations).

The National Philanthropy Day Awards luncheon on November 18 at Agua Caliente Resort and Spa honored Donna and Cargill MacMillan, Jr. (Outstanding Philanthropists), Champions Volunteer Foundation (Outstanding Philanthropic Foundation), Prime Time International (Outstanding Philanthropic Corporation), Michael O’Keefe (Outstanding Volunteer) and Nora Hammond (Outstanding Youth in Philanthropy).  Jim “Fitz” Fitzgerald was guest emcee, and Barry Manilow was a surprise guest. Approximately 310 people attended the event.
 
In a difficult economy for nonprofit organizations with budget cuts sometimes eliminating funds for staff professional development, AFP Chapter membership dropped to 42 members as of December 31, 2009.    

2010

The 2010 board of directors was led by Scott Schroeder (President), Peter Rittenhouse (Treasurer and Secretary), Matthew Campos (Treasurer, replacing Peter Rittenhouse), Terri Bona and Sharon Maguire (Secretary, resigned), Colleen McBride (Government Relations and Nominating Committee), John Kelleher (Government Relations Co-Chair), Sandra Viden-Martins (VP, Communications), Sue Knollenberg (VP, Membership), Lorraine Becker (Strategic Planning and Youth in Philanthropy), Greg Wetmore (Ethics), Tim Evans (Certification and Every Member Campaign chair), Louise Cummings (VP, Educational Programs), and Colette Murray (Emeritus). 

Monthly luncheon speakers included Colette Murray (What Makes a Fundraiser Great?), Daniel Foster (The Community Foundation: Catalyst for Community Building and Leadership), Lawrence Ulrich (Establishing an Ethical Framework for Fundraising Practices), Paula Kennedy, John Kelleher and Tim Evans (Direct from the AFP International Conference to You), James Erickson (The Care and Feeding of Advisory Boards), Sarah Durham (Brandraising to Advance Fundraising Goals), Karen Morrissey (Marketing Your Programs), Claudia Looney (Standing Tall: Ethics Case Studies), and James Greenfield (Fundraising Cost Effectiveness; and The Cycle of Accountability).
 
The Chapter’s 4th Annual National Philanthropy Day Awards luncheon on November 17 at Agua Caliente Resort and Spa celebrated AFP’s 50th Anniversary and the 25th Anniversary of NPD.  Honorees were Harold Matzner (Outstanding Philanthropist), Anderson Childrens Foundation (Outstanding Philanthropic Foundation), Wells Fargo (Outstanding Philanthropic Corporation), Barbara Keller (Outstanding Volunteer), National Charity League (Outstanding Youth in Philanthropy), and Colleen McBride (Outstanding Fundraising Professional).  Jenifer Daniels of CBS-TV2 was guest emcee. 
 
For the fourth consecutive year, AFP and the Desert Estate Planning Council collaborated on a joint holiday party.  This year’s event will be held the Classic Club in Palm Desert; previous parties were held at the Palm Springs Art Museum, Bing Crosby’s Restaurant and Nick Faldo’s Grill.

The Great Recession continued to strain nonprofit organization budgets and cause cutbacks in staffing for development functions.  Nevertheless, AFP Chapter membership is higher than the same period last year. 

2011

The newly elected Chapter board was comprised of Scott Schroeder, President; Colleen McBride, Immediate Past President; Louise Cummings, VP Programs; Sue Knollenberg, VP Membership;

Jack Newby, Secretary; Marcy Beck, Treasurer; Matthew Campos, John Kelleher, James Martinez, Doug Morin, Colette Murray, Elizabeth Nabie, Eileen Packer and Sandra Viden-Martins.  Michael Miner and Jan Hawkins were appointed co-chairs of NPD 2011.  Joy Short continued as Chapter Administrator.

Monthly luncheon and workshop speakers included: Allan Pressel (35 Ways to Maximize Fundraising Through Your Website), Colette Murray (Developing Your Own Personal Brand as a Fundraising Professional), Allan Pressel and Katherine Coles ((Inbound Marketing: The Latest Techniques to Attract More Donors and Volunteers), Larry Hostetler (The Benefits of Membership in AFP), Timothy Logan (Webinar: Developing a Planned Giving Marketing Plan), Steven Biller, Pam Bieri, Jim Kelly and Cricket Prescott (Working With Media Professionals to Get Your Nonprofit's Message Out), Peter Bochnewich, Esq. (Letting Your Ethical Armour Shine), Pam Plick, Kathie Brown, Tammy Fox and Joan Busick (Women's Philanthropy symposium), Annette Bloch, Helene Galen, Barbara Keller and Gloria Greer (Giving With Meaning panel), and annual Holiday Recognition luncheon.

The Chapter’s 5th Annual National Philanthropy Day Awards luncheon on November 16 at Agua Caliente Resort and Spa featured keynote speaker Douglas Freeman, founder of NPD.  Attendance was 325 guests.  Honorees were Helene Galen (Outstanding Philanthropist), Desert Classic Charities (Outstanding Philanthropic Foundation), Desert Regional Medical Center (Outstanding Philanthropic Corporation), Marshall Pearcy and Douglas Woodmansee (Outstanding Fundraising Volunteers), and Scott Schroeder (Outstanding Fundraising Professional).   

Chapter membership increased to 67 members at December 31, as compared to 52 members at the same time in 2010.

July 2011 Bring a Guest photo

2012

The newly elected Chapter board was comprised of Louise Cummings, President; Scott Schroeder, Immediate Past President, Doug Morin,VP Programs; John Brewster, VP Membership; Jack Newby, Secretary; Marcy Beck, Treasurer; Stu Bailey, Marrian Benson, Matthew Campos, Sarah Clapp, John Kelleher, Ed Lewis, James Martinez, Colette Murray, Elizabeth Nabie, and Eileen Packer.  Peter Rittenhouse was appointed Chair of NPD 2012, with Michael Miner and Jan Hawkins as co-chairs.  Scott Evans was hired as Chapter Administrator, effective February 1.  At the close of 2012, there were 69 chapter members.  

The chapter hosted an AFP-sanctioned Fundamentals of Fundraising 2-day course at Agua Caliente in October.  Twenty-five fundraisers attended the event and were instructed by five experienced fundraisers including Louise Cummings CFRE, Mary Jean Gilbert CFRE, Jim Greenfield, CFRE, Mary Jean Gilbert CFRE,  Scott Schroeder CFRE and John Scola CFRE.

2012 NPD photo 2

Monthly luncheon and workshop speakers included:

January / Meet the Funders

Rosa Benitez, Program Officer
Weingart Foundation , Judith Cox, Chief Executive Officer
Regional Access Project Foundation , Alison Elsner, Executive Director
United Way of the Desert

Sponsor:  Keller Williams

February / Are You on Board with the Board?

John Epps, Founder, Chairperson and former Executive Director of Applied Principles for Service

Ray Mastalish, an active community volunteer

March / The Future of Mobile Phones, Social Networks and the Internet
and their impact on Non-Profit Organizations

Zaino Mizani, Mizani Design, LLC

April / Double Session
- Strategic Planning Drive Hidden Revenues

- How To Build a Fundraising Board

- (Luncheon Presentation)
Four Canaries in the Coalmine: Who Will Keep Singing?

Robert McKim, MS, CISA, CIPP: McKim Consulting for Nonprofits & Nonprofit Management Specialist.

Annika Hylmö, Ph.D. is an Organizational Strategy Consultant, Executive and Leadership Coach.

May / Volunteers: Our Hidden and Forgotten Resource?

Judee Cox, CEO, Regional Access Project Foundation

June / Make Your Next Event a Special Event

Kathleen von Dehn, Kajon Media

Andrea Spirtos, CVSPIN

Donna Groves, Ulitmate Events

September / Ethics 2012
Practical Solutions
for Common and Real Dilemmas from Practice

Betty Wolf, VP, Eisenhower Foundation; Dave Paradine, President, FIND Food Bank; Gary Dack, CPA, Lund & Guttry LLP; Pauline Annarino, Grant Writing Professional.

Sponsor:  Desert Arc

October / Connecting the Head, the Heart, and the Wallet

Doug Freeman, Founder of National Philanthropy Day and Managing Partner of First Foundation Bank

Sponsored by First Foundation Advisors

November / National Philanthropy Day

Attended by 320 at Agua Caliente Resort Spa Casino Hotel

The 2012 Outstanding Honorees were:

Annette Bloch, Outstanding Philanthropist

Humana, Outstanding Philanthropic Foundation

Rabobank, Outstanding Philanthropic Corporation

Tim Esser, Outstanding Fundraising Volunteer

Gloria Gomez and Claudia Castorena, Outstanding Founders of a Coachella Valley Non-Profit

Sue Knollenberg, Outstanding Fundraising Professional

 

2013

The newly elected Chapter board was comprised of Louise Cummings, President; Scott Schroeder, Immediate Past President, Stuart Bailey, VP Membership, Edward Lewis,VP Programs; John Brewster, Treasurer, Jim Weaver, Secretary; Marcy Beck, Terri Bona, Matthew Campos, Sarah Clapp, John Kelleher, Paula Kennedy, Bruce Landgarten, James Martinez, Colette Murray, Elizabeth Nabie, Eileen Packer and Andrea Spirtos.   Scott Evans continued as Chapter Administrator.

During the course of the year, Eileen Packer became President-Elect; Ed Lewis resigned and was replaced as VP, Programs by Terri Bona; Andi Spirtos was elevated to VP, Membership when Stu Bailey took on the Extreme Makeover Project; and Sarah Clapp resigned from the board due a job change. At mid-year, FG Creative was retained as PR/Marketing consultant with emphasis on developing the Chapter's social media presence.

127adh

 

 

 

The chapter launched a Mentoring Program for members in 2013 under the leadership of Terri Bona.  Individuals new to the profession, as well as mid-level professionals, were invited to register for mentoring by senior AFP members over a 12-month period. 

The educational program schedule for 2013 was as follows:

 

Date                 Program / Sponsor                                Presenters / Panelists

 

January 18        All About Evaluation                            Jenna LeComte-Hinley, PhD

                                                                                    HARC/Health Assessment Resource Center

 

February 15       Board Member Fiduciary &                    Eve Fromberg Edelstein, Partner

                        Government Responsibilities                Fromberg, Edelstein, Fromberg

 

March 15           Employment Outlook for                       Colette Murray, Paschal.Murray Search

                        Development Professionals                  Christopher Bryant, Bryant Group                                                                                  

April 19             The Impact of Ethnic Diversity on        Scott Schroeder, Gary Jeandron,

                        Philanthropy and Local Nonprofits      Mark Russell,Gloria Margarita Rodriguez

                        Sponsored by FIRST FOUNDATION BANK     

 

May 19             Youth in Philanthropy: Making a          Matthew Campos, Fern Rudd, Sandra & Toni

                        Difference in the Coachella Valley        Gutierrez, Maj. Simon Housman, Scott Robinson,

                        Sponsored by KELLEHER & ASSOCIATES         Alyssa Milward

 

June 21             Understanding & Changing Your          Jan Masaoka, CEO

                        Business Model in 60 Minutes               California Association of Nonprofits

                        Sponsored by PACIFIC PREMIER BANK

 

July 31              Member “Bring a Guest” Social           Hosted by Paula Kennedy/Gilda's Club

 

September 20   Storytelling: Communicating Your       Alice Ferris, MBA, ACFRE, &

                        Mission with Infectious Passion           Jim Anderson, Goalbusters, LLC

                        Sponsored by KELLEHER & ASSOCIATES

                        Navigating afpnet.org                           Larry Hostetler

 

October 18        Ethics Workshop: Practical Solutions      Liz Nabie, Betty Wolf, Stacey Johnson, Jose

                        For Common Dilemmas                       Marquez, Ronald Stewart, Sheila Thornton

                        Sponsored by DESERT ARC                                    Michele Wilham

 

November 13    National Philanthropy Day                    Co-chairs Scott Schroeder, Karen

                        Awards Luncheon ($65 pp)                   Mourhess, Doug Morin, Eva Guenther-James

 

December 6      Holiday Recognition Luncheon            Louise Cummings, Les Walgreen / Saxony Group

                        Sponsored by J.W. NONPROFIT ADVISORS              

Connie Golds photo 2013

A major new initiative for the Chapter was an “Extreme Makeover Project” conceived and led by Stu Bailey.  A small local nonprofit, Desert Best Friend's Closet, was selected in a competitive application process to receive pro bono counsel and services from a “dream team” of professionals in the community. The six-month project was chronicled in a video by Circle Take Media that will be shared with AFP headquarters in hopes that our model will encourage other AFP chapters around the country undertake similar initiatives.

The Chapter’s 7th Annual National Philanthropy Day Awards luncheon on November 13 at Agua Caliente Resort and Spa was attended by 480 guests.  The event was chaired by Scott Schroeder and co-chairs Doug Morin and Eva Guenther-James (Awards Committee), Karen Mourhess (Arrangements Committee), and Andi Spirtos (Tribute Book).   Honorees were Jean Carrus (Outstanding Philanthropist), Bank of America (Outstanding Philanthropic Foundation), Integrated Wealth Management (Outstanding Philanthropic Corporation), Terri Ketover (Outstanding Fundraising Volunteer), Mika Moulton / Christophers Clubhouse (Outstanding Founder of a Coachella Valley Nonprofit Organization), and Paula Kennedy (Outstanding Fundraising Professional).   

The Chapter counted 77 members at December 31, 2013, as compared to 72 members at the same time in 2012.

2014

The newly elected Chapter board was comprised of Eileen Packer, President; Terri Bona, VP Programs and President-Elect; Louise Cummings, Immediate Past President; Andi Spirtos, VP Membership; Paula Kennedy, VP Resource Development; Jim Weaver, Strategic Planning chair; Marcy Beck, Treasurer; Ernest Phinney, Secretary; Stu Bailey, Matthew Campos, Youth in Philanthropy chair; Tracey Essex and Mika Moulton, Marketing and Communications co-chairs; Lisa Jimenez, Diversity chair; John Kelleher, Government Relations chair; Bruce Landgarten; Colette Murray, Honorary Member; and Elizabeth Nabie, Ethics chair.  Scott Evans continued as Chapter Administrator.

For the first time, the Chapter hosted the CFRE Review Course; 26 participants took the two day course and gave it very positive reviews.  Another first for the Chapter was hosting a Planned Giving workshop.  Both programs were coordinated by Louise Cummings.

Stu Bailey chaired the “Extreme Makeover Project” in its second year.  The nonprofit selected for a makeover was The Ophelia Project, a program of the JFK Memorial Foundation.  The Chapter’s annual “Bring a Guest” social event in July hosted by the Braille Institute in Rancho Mirage attracted a record 80 attendees.

In October, the Chapter board approved a Diversity Statement and Resolution affirming its commitment to diversity as an ongoing, proactive process in its governance committees, membership programs and activities.

The educational program schedule for 2014 was as follows:

 

Date                 Program/Sponsor                                  Presenters/Panelist

 

January 17        Extreme Social Media Makeover                        Allan Pressel and Power Site 123                            

 

February 21       Board Management, Development         Eve Fromberg-Edelstein, Esq.  

                        Governance and Compliance

                        Sponsor: Ernie Phinney

 

March 21           Speed Networking                                 Mika Moulton and Tracey Essex

                        Sponsor: iCreative

 

April 25             Planned Giving ½ day workshop                        Aviva Bodecker            

                        Sponsor: Sharpe Group &

                                 First Foundation Group

 

May 16             Volunteerism—Good for Your Health!     Stephen Geist              

                        Sponsor: Friends of Desert Mountains

 

June 20             Auctions Galore!                                   Susan Morehouse

                        Auctions by Cellular

 

September 19   Meet the Funders                                  Bankof America/RAP/United Way/Community Fdn

                        Sponsor: The Community Foundation

 

October 17        Ethical Dilemmas                                  Ann Ventura/David Brinkman/Ron Stewart/Tricia

                        Sponsor: Desert Arc                              Gehrlein/Rebecca Hertzgaard/Sheila Thornton

 

December 5      Add LIFE to Your Years                         Dr. Susan Murphy

                        Sponsor: O’Brien, Miller & Blake, LLP

A record number of 483 guests attended the Chapter’s 8th Annual National Philanthropy Day Awards luncheon on November 12 at Agua Caliente Resort and Spa.  The sold-out event was chaired by Jan Hawkins and Andi Spirtos, along with NPD Administrator Louise Cummings and Honorary Chair Jean Carrus. Committee chairs included Sue Knollenberg (Sponsorship) and Liz Chambers, Mitch Blumberg and Mark Anton (Awards Committee).   Honorees were Patrick and Edeltraud McCarthy (Outstanding Philanthropists), Burrtec Waste and Recycling Services (Outstanding Philanthropic Corporation), Palm Desert Rotary Foundation (Outstanding Philanthropic Foundation), Janice Oliphant (Outstanding Fundraising Volunteer), Ruth Moir/Steinway Society (Outstanding Founder of a Coachella Valley Nonprofit Organization), and Louise Cummings (Outstanding Fundraising Professional).   

The Chapter counted 87 members at December 31, 2014, as compared to 77 members at the same time in 2013. Twenty new members joined the Chapter in calendar 2014.

2015 Board

2015

The newly elected Chapter board was comprised of Eileen Packer, President; Terri Bona, President-Elect; Andrea Spirtos, CFRE, VP Membership; Ron Willison, CFRE, VP Resource Development; Jim Weaver, Strategic Planning chair; Marcy Beck, Treasurer; Judi Olivas, Secretary; Stu Bailey, VP Programs; Matthew Campos, Youth in Philanthropy chair; Scott Schroeder, CFRE, Marketing and Communications chair; Bob McKechnie, Government Relations chair; Lisa Jimenez, Diversity chair; John Kelleher, CFRE, At Large; Elizabeth Nabie, Ethics chair; and Colette Murray, CFRE, Honorary Member.  Scott Evans continued as Chapter Administrator.

Under the leadership of Eileen Packer and Judi Olivas, the Chapter developed and passed policies on archiving, document sharing and document destruction and began the process of archiving current documents in Sugar Sync.

Weaver Morocco

Jim Weaver took time off from his duties as the Chapter’s Strategic Planning Chair to vacation in Morocco

New marketing initiatives launched by Scott Schroeder with assistance from committee members Lynn Hawks and Mika Moulton included regular press releases and posts on the Chapter’s Facebook on LinkedIn pages, plus more extensive use of Cvent eblasts and uploading of videos to a Chapter Vimeo page. Facebook LIKES increased from 189 to 300 during the calendar year. 

The Diversity Committee chaired by Lisa Jimenez conducted a survey to determine the diversity of the chapter’s members and developed a diversity plan based on the new board-approved Diversity Statement: “AFP CA, Desert Communities Chapter seeks to achieve a broad representation of experiences, perspectives, and cultures to ensure that the best possible thinking, ideas, opportunities and solutions are considered; intentionally creates a respectful and welcoming environment that is open to all; and appreciates the unique contributions of every member of the community.”  The resolution adopted by the Chapter board of directors concludes with the following words: “Therefore be it resolved that AFP is committed to diversity as an ongoing proactive process in its governance committees, membership programs and activities.”

Ron Willison secured sponsorships for all luncheon and workshop programs in 2015 and led the chapter’s “Be the Cause” campaign which attained 100% board participation and raised a record $4,280.

The Youth in Philanthropy Committee chaired by Matthew Campos arranged a successful Job Shadow Day for Cathedral City High School students who learned about working in the nonprofit sector, especially in the fundraising area.

ethics 2015

Eileen Packer and workshop organizer Liz Nabie welcomed luncheon guests for roundtable discussions during AFP's annual Ethics workshop in October.

The Luncheon program schedule for 2015 was as follows:

Date Program/Sponsor Presenters/Panelists

January 16       
PR and How to Get It                            
Patrick Evans, CBS 2; Kate Franco, Desert Sun   

Sponsor:  KELLEHER & ASSOCIATES              

February 20      
Diversity and Inclusion                       
Lisa Jimenez, Braille Institute
Mitch Blumberg, Desert Arc; Judy May, Incight  

Sponsor: BLOOMERANG

March 20          
Women, Leadership & Philanthropy    
Dr. Lee Hauser
Sponsor: First Foundation Bank

April 17            

Capital Campaign Case Studies          
Peter Sturgeon, COD Foundation; Jeff Dvorak, Idyllwild Arts; Sue Knollenberg, CSUSB         

Sponsor: Desert AIDS Project                 

May 15            
Best Nonprofit Governance Practices  
Eve Fromberg-Edelstein, Esq.  

Sponsor: Momentous Events

June 19            
Motivation & Retention of Board Members   
Ellen Goodman, PSUSD Foundation

Sponsor: Mark Duebner Design

July 15             
Summer Social                                   
Special Guest, Larry Hostetler

Sponsor:  Braille Institute

September 18  
Meet the Funders                                  
Jonathan Weedman, Wells Fargo;
Lisa Fujimoto, Change A Life Foundation;
Celia Cudiamat, Community Foundation

Sponsor: The Community Foundation

October 16       
Ethical Dilemmas                                

Allen Monroe / Eva Guenther-James / Tricia Gehrlein / Rebecca Hertsgaard / Sheila Thornton / Eve Fromberg-Edelstein / Liz Nabie
Sponsor: Desert Arc                             

December 5     
Renewing Your Personal Resilience    
Garry Corgiat, Ph.D.

Sponsor: Steinway Society

 

spirtoskelleherbona
Andi Spirtos and John Kelleher with Terri Bona at “The ABC’s of Board Development” workshop

Morning workshops in 2015 were as follows:

January 16 PR and How to Get It Kristy Kneiding, Cord Media:

Sponsor: Steinway Society

John Hussar, PRNewsworks

Tim O’Bayley, O’Bayley Communications

April 17 Taking the Mystery Out of Capital Campaigns   Charles Howland, Marts & Lundy

June 19 The ABC’s of Board Development John Kelleher; Andrea Spirtos

September 18 Letter of Inquiry—First Step in Grant Writing   Liz Nabie

October 16 How to Build a Donor Ladder from Annual Gift to Ultimate Gift

Webinar by Michael Delzotti, CFRE and Christopher Kasovich, MBA, CFRE

2015Honorees+Matzner
2015 NPD Honorees with Honorary Chair

Harold Matzner.  Seated: Jan Hawkins, Norma Greer Fishkind representing Gloria Greer, Michael Childers, JoAnn McGrath.  Standing:  Martin Massiello of Eisenhower Medical Center, Harold Matzner; Ann Greer, and Jonathan Lorenzo Yorba of The Community Foundation.

485 guests registered for the Chapter’s 9th Annual National Philanthropy Day Awards luncheon on November 18 at Agua Caliente Resort and Spa.  The sold-out event was chaired by Andrea Spirtos and Ron Willison, along with NPD Administrator Karen Mourhess and Honorary Chair Harold Matzner.

Committee chairs included Scott Schroeder (Sponsorship), Liz Chambers (Awards Committee), and Louise Cummings (Gold Ribbon Committee).   Honorees were JoAnn McGrath (Outstanding Philanthropist), Eisenhower Medical Center (Outstanding Philanthropic Corporation), The Community Foundation (Outstanding Philanthropic Foundation), Michael Childers (Outstanding Fundraising Volunteer), Gloria Greer/ACT for MS (Outstanding Nonprofit Founder), and Jan Hawkins (Outstanding AFP Fundraising Professional).   

The Chapter counted 95 members at December 31, 2015, as compared to 87 members at the same time in 2014. Nineteen new members joined the Chapter in calendar 2015.

2016 Board of Directors 
Election of the 2016 Chapter Board of Directors took place at the December 5 Holiday and Chapter Member Recognition luncheon

 

2016

The new board of directors taking office on January 1 included Terri Bona, President; Andrea Spirtos, CFRE, President-Elect; Eileen Packer, Immediate Past President; Sarah Clapp, VP Programs; Jenna LeComte-Hinely, VP Membership; Ron Willison, CFRE, VP Resource Development; Marcy Beck, Treasurer; Judi Olivas, Secretary; Lynn Hawks, Marketing and Communications chair; Bob McKechnie, Government Relations chair; Lisa Jimenez, Diversity chair; R. Scott Schroeder, CFRE, NPD Event Chair; Elizabeth Nabie, Ethics chair; Jack Newby, At Large; and Jim Weaver, Strategic Planning chair.  Scott Evans continued as Chapter Administrator.

Our Chapter’s year-long slogan was “Celebrating 10 Years of Service to the Coachella Valley.” Jan Hawkins hosted a 10-year birthday/reunion party at her home for Chapter founders and board members from 2006-2016.  Traveling the furthest distance to join in the festivities were Colette Murray, who hosted the initial social event to recruit chapter members in April 2016, and Paulette Maehara, President and CEO of Association of Fundraising Professionals when the Desert Communities Chapter became the 185th AFP chapter worldwide the same year.

2016Webpic1

First Chapter President Tim Evans with Paulette Maehara, Colette Murray, and Scott Schroeder at the 10th Reunion party on November 8

AFP headquarters in Virginia presented three awards to the Desert Communities Chapter in 2016. Once again, we earned the Ten Star Gold Award signifying outstanding performance in a variety of categories.  For the first time, we were recognized with the Friends of Diversity Achievement Award.  And at the National Leadership Conference, our Chapter received a certificate and cash award for achieving the highest membership retention rate among chapters with fewer than 100 members.

FOD2015

The Diversity Committee chaired by Lisa Jimenez hosted it first “casual gathering” for nonprofit organization professionals in the East Valley at the Galilee Center on March 16.  More outreach and scholarship assistance for fundraising professionals in these communities is planned for 2017.

Ron Willison secured sponsorships for luncheon and workshop programs in 2016 and led the Chapter’s “Be the Cause” campaign which attained 100% board participation and raised $2,685 for the AFP Foundation for Philanthropy.

Under Jim Weaver’s leadership for the third consecutive year, the Chapter’s annual Strategic Planning retreat for Board members this September was facilitated by consultant Suzanne Esber.  The Focus Question addressed by participants was: “How can our Chapter communicate and deliver value to young/diverse fund development professionals and their organizations in order to effectively recruit, educate and retain our members?”

2016webpic2

AFP Woman Power...Louise Cummings, Jan Hawkins, Sarah Clapp, Terri Bona and Judi Olivas

Sarah Clapp, Vice President for Programs, did an outstanding job scheduling luncheon speakers and workshops in 2016.

Date

Program/Sponsor

Presenters/Panelists

     

15-Jan

Marketing for Planned Giving

Patience Boudreaux and Ray Watts

                          Sponsor:  Desert AIDS Project             

     

19-Feb

Email Marketing-Best Practices

Mark Mikelat

 

Sponsor: Lotus Garden Center

 
     

18-Mar

Making Sure It All Adds Up

Gary Dack, CPA

 

Sponsor: MissionInsite

 
     

15-Apr

Branding And Your Organization

Michael Shepherd 

 

Sponsor: Mark Duebner Design                        

     

20-May

Value of Collaborative Relationships

Ruth Moir, Louisa Castrodale, Pamela Jordan

 

Sponsor: Momentous Events

 
     

17-Jun

Fostering Diversity in Leadership

Karthick Ramakrishnan

 

Sponsor: UC Riverside, Palm Desert

 
     

12-Jul

Summer Social

Terri Bona, Jenna LeComte-Hinely, PhD.

 

Sponsor:  Braille Institute

 
     

16-Sep

Meet the Funders

The Community Foundation, Desert Classic Charities, Bank of America

 

Sponsor: The Community Foundation

 
     

21-Oct

Ethics Education Panel

Liz Nabie, Bill Ballas, CFRE, Allen Monroe, Eve Fromberg-Edelstein, Tricia Gehrlein

   

Sponsor: Desert Arc

 

   
     

9-Dec

Starting a Nonprofit Organization

Joan Busick, Ron Celona, Roberta Klein

   

Sponsor: Liz Nabie

Morning workshops in 2016 were as follows:

 
     

15-Jan

Roundtable Discussion Groups:

 
 

Donor Recognition & Stewardship

Louise Cummings

 

CFRE Application and Prep

Tim Evans, CFRE

 

Strategic Planning for Success

Jim Weaver

 

Labor Laws Update

David Mule

     

15-Apr

Grant Evaluation-Best Practices

Jenna LeComte-Hinely

 

NPD Award Nomination Tips

Louise Cummings, Scott Schroeder, CFRE

     

16-Sep

Changing Your Leadership Style

Jeff Suderman

     

21-Oct

CA Sales/Use Tax & Nonprofits

Lance Christiansen


2016webpic3

NPD 2016 Honorees Christy Porter, Sarah Clapp, Chapter President Terri Bona, Bruce Landgarten, Diane and Harry Rinker, Sandy Woodson, R.D. Hubbard

Our 10th Annual National Philanthropy Day in the Desert Awards luncheon on November 9 at Agua Caliente Casino Resort Spa was chaired by Scott Schroeder with Harold Matzner again serving as Honorary Chair and Presenting Sponsor. Awards Committee chairperson Louise Cummings and her hardworking committee generated a record 74 award nominations in the six categories, as well as 81 attendees at an elegant cocktail party at the House of Galanos in Palm Springs on October 5.  A total of 481 individuals attended the awards luncheon to pay tribute to the 2016 Honorees: Harry and Diane Rinker (Outstanding Philanthropists), BIGHORN Golf Club Charities (Outstanding Philanthropic Corporation), Jewish Federation of the Desert (Outstanding Philanthropic Foundation), Sandra Cooper Woodson (Outstanding Fundraising Volunteer), Christy Porter/Hidden Harvest (Outstanding Nonprofit Founder), and Sarah Clapp (Outstanding Fundraising Professional).

At year’s end, Treasurer Marcy Beck reported that Chapter finances are exceptionally strong with a six-month reserve for operating expenses and a fund balance of $66,763.

The Chapter counted 93 members at December 31, 2016, as compared to 96 members at the same time in 2015. Twenty new members joined the Chapter in calendar 2016, while the retention rate of existing members was 76%.

Election of the 2017 Chapter Board of Directors took place at the Holiday and Member Recognition luncheon on December 9


Date  Program/Sponsor Presenters/Panelists



15-Jan Marketing for Planned Giving Patience Boudreaux and Ray Watts
                          Sponsor:  Desert AIDS Project              



19-Feb Email Marketing-Best Practices Mark Mikelat

Sponsor: Lotus Garden Center



18-Mar Making Sure It All Adds Up Gary Dack, CPA

Sponsor: MissionInsite



15-Apr Branding And Your Organization  Michael Shepherd  

Sponsor: Mark Duebner Design                        



20-May Value of Collaborative Relationships Ruth Moir, Louisa Castrodale, Pamela Jordan

Sponsor: Momentous Events



17-Jun Fostering Diversity in Leadership Karthick Ramakrishnan

Sponsor: UC Riverside, Palm Desert



12-Jul Summer Social Terri Bona, Jenna LeComte-Hinely, PhD.

Sponsor:  Braille Institute



16-Sep Meet the Funders The Community Foundation, Desert Classic Charities, Bank of America

Sponsor: The Community Foundation



21-Oct Ethics Education Panel Liz Nabie, Bill Ballas, CFRE, Allen Monroe, Eve Fromberg-Edelstein, Tricia Gehrlein


Sponsor: Desert Arc
 




9-Dec Starting a Nonprofit Organization Joan Busick, Ron Celona, Roberta Klein


Sponsor: Liz Nabie
Morning workshops in 2016 were as follows:



15-Jan Roundtable Discussion Groups:

Donor Recognition & Stewardship Louise Cummings

CFRE Application and Prep Tim Evans, CFRE

Strategic Planning for Success Jim Weaver

Labor Laws Update David Mule



15-Apr Grant Evaluation-Best Practices Jenna LeComte-Hinely

NPD Award Nomination Tips Louise Cummings, Scott Schroeder, CFRE



16-Sep Changing Your Leadership Style Jeff Suderman



21-Oct CA Sales/Use Tax & Nonprofits Lance Christiansen