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Speaker Materials

April 24th, 2018
AFP Speed Dating: The Benefits of Knowing Your Fellow Fundraisers

March 27th, 2018
Tax Law: What Fundraisers Need to Know About the New Tax Law Changes

PowerPoint slides
Lynne P. Pietz

Speaker: Lynne P. Pietz

Robert F. Price

Speaker: Robert F. Price, CPA, MST, AEP

February 27th, 2018
Blended Gifts-The Magic of Major Gifts & Gift Planning Working Together

PowerPoint slides
Cary Blanchette

Speaker: Cary Blanchette

January 25th, 2018
How Fresno State Hit It BIG & BOLD in it's Inaugural 'Day of Giving'

PowerPoint slides
Paula Castadio

Speaker: Paula Castadio

October 10th, 2017
21st Century Storytelling

PowerPoint slides
Spelling Bee video
Resource Links
Carol Christenson

Speaker: Carol Christenson

Cynthia Fidel

Speaker: Cynthia Fidel

Discussion Moderator:
Erica Ybarra

Erica Ybarra

September 12th, 2017
NextGen Panel Discussion
Discussion Panelists:
Laura Facciani
Brett Richesin
Eddie Zamora
Discussion Moderator:
Marcel Bourdase, MPA, CAE
August 15th, 2017
Collaborating and Winning with the Central Valley Community Foundation
Ashely Swearengin

Speaker: Ashley Swearengin
PowerPoint slides

June 20th, 2017
Launching a Capital Campaign
Davena Witcher

Speaker: Davena Witcher
PowerPoint slides

April 18th, 2017
Annual Giving in a Major Gifts World!
Amy Millis

Speaker: Amy Millis
PowerPoint slides
Mid-Level Donor Crisis

August 16th, 2016
Understanding and Changing Your Business Model in 60 Minutes
Jan Masaoka

Speaker: Jan Masaoka, CEO
PowerPoint slides

June 21st, 2016
The Power of the Story. Telling your story and Use of Social Media
Betsy Hays

Speaker: Betsy Hays

May 10th, 2016
Annual Spring Symposium
Lani Starkey

Speaker: Lani Starkey, JD, LLM, CPA

Randy Huston

Speaker: Randy Huston, BA, MA, CFP®

Katie Zenovich

Speaker: Katie Zenovich

Mark Deffenbacher

Speaker: Mark Deffenbacher

February 16th, 2016
Best Practices in Grantseeking
Don Simmons

Speaker: Don Simmons

View Biography

Allison Cowgill

Speaker: Allison Cowgill

January 19th, 2016
Corporate Philanthropy: How to access corporate foundations
Tim Rios

Speaker: Tim Rios

View Biography

Mark A. Riley

Speaker: Mark A. Riley

View Biography

Anna Brooks Speaker: Anna Brooks
Julie Tone

Speaker: Julie Tone

View Biography

February 17th, 2015


  Speaker: Julie LeFils

  Topic: Peer-to-Peer Social Marketing




January 21, 2015

Colette Murray 

Speaker: Colette Murray, JD, CFRE

Topic: Paschal Murray Handouts

 Resume Writing

 Résumés Matter Article

                                Sample Resume Paschal Murray


National Philanthropy Day --- November 7, 2013

Claudia Looney 

Speaker: Claudia Looney, FAHP, CFRE

Topic: Creating High Performing Fundraising Programs



James Looney


Speaker: James Looney

Topic: Creating High Performing Boards




Our monthly luncheon speakers inspire us with the newest ideas and practices in our field. Here's a refresher or a reminder of what you missed.

OCTOBER 15, 2013

Steve Spriggs


Speaker: Steve Spriggs, Director of Planned Giving, Fresno State


Topic: "Practical Planned Giving in the Small Development Shop - Don't Be Afraid!"


Click the topic for notes from the speaker

SEPTEMBER 17, 2014

Lunch Speakers Philanthropists

Notes coming soon


AUGUST 20, 2013

Valley Legends graphic


What is the most important skill you need as a fundraiser?

   Listening Skills
   Patience and Follow Through
   Honesty and Transparency

Fundraisers wear many hats in their job.  What is the activity that you put on the top of your daily list?

   One eye on the goal
   Check in with the team
   Thank you notes and calls

Can you tell me about a creative or unique approach your used which led to a large funding success? A significant deal you put together for your organization.

   Naming of The SaveMart Center
   Team Competitions
   5 Year Recognitions
   $1 Million Employee campaign

What are the profound lessons or “aha’s you have learned in your career?

   Investing in the Relationship
   Build the Right Team
   Be open to new lessons every day and have a sense of humor
   The people who give are the happiest people in the room

Suggested Reading:

   Smart Trust

Personal Favorite:  “You have to love people”

Notes thanks to Kathleen Price, VP Programming, AFP California Valley


JUNE 18, 2013

Hostetler, Larry


Speaker: Larry Hostetler, CFRE, AFP Chapter Services Director for the Western U.S.


Topic: Ethics and Diversity



MAY 7, 2013

Harris, Daniel P


Jointly presented by San Joaquin Valley Leave A Legacy and the Association of Fundraising Professionals California Valley Chapter

Speaker: Daniel Harris

Topic: ATRA and Charitable Giving

Topic: Storytelling

APRIL 16, 2012

Wagner, Jill

Speaker: Jill Wagner

Topic: Telling Your Story



MARCH 2013

Speaker: Wells Fargo

Topic: Taxes, Tactics and Strategies

Tax Changes 2013

Philanthropic Wealth Management of Nonprofits



McCormick, Eric

Speaker: Eric McCormick, McCormick Mobile Media

Topic: Electronic Giving Strategies




Yow, Jane

Speaker: Jane Yow,

Topic: Intergenerational Giving