Skip Navigation
Print Share

Speaker Materials

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

j_lefils.jpg

  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

Biography

 

James Looney

 

Speaker: James Looney

Topic: Creating High Performing Boards

Biography

 

 

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

RESPONSES TO VALLEY LEGENDS QUESTIONS

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

   Intuition
   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:

   Relationshift
   Smart Trust
   Outliers

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

CONVERSATION WITH THE EXPERTS

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

Presentation

 

MARCH 2013

Speaker: Wells Fargo

Topic: Taxes, Tactics and Strategies

Tax Changes 2013

Philanthropic Wealth Management of Nonprofits

 

FEBRUARY 2013

McCormick, Eric

Speaker: Eric McCormick, McCormick Mobile Media

Topic: Electronic Giving Strategies

PowerPoint

 

JANUARY 2012

Yow, Jane

Speaker: Jane Yow,

Topic: Intergenerational Giving

Handout