MARK YOUR CALENDAR FOR THE ANNUAL MEETING
Friday, December 3, 2021 – Annual Meeting
SCAHD EDUCATIONAL EVENT
Friday, October 15, 2021
Succession Planning –
Managing Leadership Transitions that
Help Organizations Thrive
Date: Friday, October 15, 2021
Time: 11:30 a.m. – 1:00 p.m. (Pacific)
Fees: Members $20 – Non-Members $35
Pending 1.5 CEs
from CFRE International
Strong nonprofit leadership is key to the long-term success of the organization, but leaders do have an “expiration date.” By taking a deliberate and proactive approach to planning, nonprofits benefit from smooth and thoughtful leadership transitions. Did you know that less than 1/3 of nonprofits have a written succession plan? When a transition occurs due to an unexpected vacancy on the staff or board, or the anticipated transition of a long-term leader, being prepared can help a nonprofit weather the inevitable challenges of leadership transition.
Leaders in the nonprofit community with deep experience in executive search, staff and leadership coaching, and board and staff recruitment and retention will join our panel to discuss the questions than need to be asked.
Panelists will explore questions that include:
- Who should be involved in succession planning?
- How transparent should leadership be around succession plans?
- How do you prepare an organization to remain resilient during an unexpected departure?
- What do your funders want to know about your plans? Is succession planning important to them or does it signal change that might scare them away?
- How do you help new leadership get settled?
- How do you retain your institutional knowledge and bring in the next generation of leadership on your board?
SB Lemons & Company
Thought Partner and Executive Coach
Norbert is a certified executive coach, consultant, and certified interim leader who works with senior leaders, teams, and boards of directors to optimize peak performance. As a thought partner, he helps organizations build capacity to maximize their missions and community impact, whether he is guiding strategic planning, boosting philanthropic revenue, or fine-tuning operations.
Norbert brings over 25-years of leadership and management experience from the non-profits, performing arts, higher education, entertainment, advertising, and legal fields.
Norbert currently serves as the Deputy Director for the Asian Pacific Policy & Planning Council (AP3CON), which is the founding coalition partner of the Stop AAPI Hate national incident reporting center. Along with his executive coaching clients, Norbert is also consulting with the Center for Nonprofit Leadership’s Board Leadership Institute at California Lutheran University, the Ventura Fire Foundation, and the Korean-American Coalition of Los Angeles.
Norbert’s prior regional experience includes serving as the Associate Vice Chancellor for Institutional Advancement at Antioch University, Executive Director for the Ventura College Foundation, and the Managing Director of Rubicon Theatre Company. He has been directly involved in raising over $30M over his career with regional non-profit organizations.
Norbert earned his MBA in Non-Profit and Arts Management from UCLA’s Anderson School and his BS in Business Administration from UC Berkeley’s Haas School. Norbert was selected to join the Kennedy Center for Performing Arts in Washington D.C. as an Arts Management Fellow.
Norbert currently resides in Ventura County with his wife Tracy, 13-year-old daughter Ceora, and ever-expanding pet menagerie.
Campbell & Company
As a Vice President, Cassie Carter brings 30 years of passion and experience in the nonprofit and higher education sectors to her work at Campbell & Company. Cassie focuses on developing a shared understanding with clients of the opportunities and strengths of their organizations and how those can be leveraged to achieve a high level of long-term fundraising success. She looks forward to opportunities to:
- Partner with nonprofit organizations to make a lasting, positive impact on the lives they serve
- Empower staff and boards to create effective and sustainable strategies and systems that help them expand their impact
- Promote a culture of philanthropy and community that brings organizations and their stakeholders together to accomplish great things through their mission
Prior to joining Campbell & Company, Cassie held significant leadership positions in several prominent academic institutions and nonprofits throughout the country as they grew their fundraising programs; she was Associate Vice President for Development and Director of Campaigns at Hawaii Pacific University, Associate Vice President for Development Operations and Director of Advancement for the College of Science and Mathematics at Cal Poly, and Executive Director of the Montana Outdoor Science School. She also taught life science at Santa Monica College for many years.
Cassie has long been dedicated to the nonprofit sector. She served as the Director of Programs for Heal the Bay in Santa Monica and volunteers as a board member of several nonprofit organizations throughout Hawaii, Montana, and California. Currently she is on the board of directors for the Pierce College Foundation and serves as an advisor for the Community Foundation of the Valleys.
Cassie holds a doctoral degree in Teaching and Learning with an emphasis on science education and public administration from the University of Southern California, a bachelor’s degree in biology from California State University-Northridge, and an associate of arts from Los Angeles Pierce College.
The pandemic has accelerated digital adoption for consumers, businesses… and donors. In this panel discussion, three experts will share their lessons from the past year as well as the keys to success in digital fundraising. Panelists will share the activities and tools that have delivered the greatest return and recommendations for simple strategies that anyone can implement.
SCAHD EDUCATIONAL EVENT
Friday, August 20, 2021
Digital Fundraising: Lessons from the Pandemic and Beyond
The pandemic has greatly accelerated digital adoption for consumers, businesses… and donors. In this panel discussion, three experts will share their lessons from the past year as well as the keys to success in digital fundraising. Panelists will share the activities and tools that have delivered the greatest return and recommendations for simple strategies that anyone can implement.
Online Campaign Manager
Children’s Hospital Los Angeles
Rachel Feinberg has worked as the Online Campaign Manager at Children’s Hospital Los Angeles for 2 years. As part of the Direct Response team, she’s responsible for digital fundraising campaigns targeting a wide range of donors, from prospective to midlevel. Prior to her work at CHLA, Rachel was a Digital Strategist at One & All, an agency in service of non-profits, where she developed and led digital marketing strategy for her clients, including food banks, rescue missions, and international human services organizations. Before Rachel began her non-profit career in Los Angeles, she worked in the financial services industry in New York City as a digital marketer, including several years at American Express. Rachel is happy she made the switch and is using her expertise for noble causes!
Digital Philanthropy Officer
Southern California Providence
Hillary Freeman is the Digital Philanthropy Officer for Providence Philanthropy, Southern California, where she is responsible for digital strategy and fundraising for 8 Providence foundations across Los Angeles, Orange County, and the High Desert. Prior to Providence, Hillary led direct response and online fundraising efforts at Children’s Hospital Los Angeles. She started her non-profit career at the American Heart Association, where she jumped feet first into peer-to-peer fundraising for Heart Walks across Los Angeles County. In the course of her career, she has touched every piece of digital philanthropy—from online fundraising campaigns and lead generation to platform implementations and website launches.
Emily Parris Sandler
Senior Executive Director
City of Hope
Emily Parris Sandler is the current Senior Executive Director, Digital Philanthropy at City of Hope and has been with the organization for over 8 years. With over a decade of experience, Emily is widely regarded as a national expert in online fundraising within the healthcare space; she combines the best of email, social, web, mobile and peer to peer to provide donors with the optimal digital donor experience. Emily’s background is in direct marketing and her current portfolio of responsibilities includes all aspects of annual giving, both offline and online, at City of Hope.
Good Ways Inc.
Julie Lacouture is the founder of Good Ways Inc, a consulting firm that helps nonprofit organizations raise money, awareness, and support using digital tools and good old-fashioned strategy. Julie has worked with organizations including MLK Community Health Foundation in South LA, Disability Rights California, and the California Community Foundation. She developed and taught a Digital Fundraising class at UCLA Extension. Prior to Good Ways Inc., Julie worked in communications and fundraising at some great non-profits including DonorsChoose.org, the Massachusetts Coalition against Domestic Violence, and Peace Games. She started her career in corporate PR and Advertising where she drove a hotdog across the country for Oscar Mayer and was a copywriter for McDonald’s, Coldwell Banker, and other brands. She holds an MBA from UCLA and degrees in Psychology and Advertising from Syracuse University.
SCAHD EDUCATIONAL EVENT
Friday, June 18, 2021
Deep Dive – Best Practices Working with Clinicians and Patients (families) within a Grateful Patient/Family Program
Join SCAHD in June to discuss grateful patient efforts, specifically working with clinicians, with an expert panel of proven high performing leaders/gift officers. The panel will discuss the challenges in working with physicians and nurses, how they navigated COVID with success, the new era of virtual donor meetings, aligning need to potential philanthropic opportunities, and much more. These two high achieving successful gift officers/leaders raise seven figures or more each year, so it will be worth you time to learn some of the tricks of the fundraising trade.
Chief Development Officer
Oncology at Banner MD Anderson Cancer Center
Linda Lotz is a seasoned, experienced, and successful fundraising professional. Currently serving as the Chief Development Officer for Oncology at Banner/MD Anderson Cancer Center just outside Phoenix, Arizona, Linda has spent her career on the frontline for philanthropy. She currently implements and manages campaigns/strategies for major gifts, annual gifts, corporate, foundation, and planned giving for Banner/MD Anderson. This includes overseeing the massive effort of grateful patient/clinician efforts for Banner/MD Anderson. Previous, Linda served as leader in the fundraising efforts at Seton Healthcare in Texas for nearly a decade, overseeing multiple hospitals philanthropic efforts. Linda is a proud graduate of Baylor University and was amongst the first to graduate from the Lily School of Philanthropy at IUPUI with her certificate of fundraising management.
Philanthropy Gift Officer
Marian Medical Center
Cortney Delotto is a philanthropy officer for major gifts at Marian Medical Center and Arroyo Grande Hospital. Over the past 3 years at Marian and AG, she has developed a reputation for delivering results by developing a pipeline and successful major gift results ($1M+ annually) from scratch. Doing so has taken great effort in building deep and impactful relationships with physicians to allow her pipeline to grow into the robust and consistent operation it is today. Prior, Cortney worked at the Ronald McDonald House Charities in Southern California as the Major Gifts Manager, overseeing the major gifts program of multiple Houses. Cortney has also traveled worldwide teaching English, especially so in South Korea of several years. Cortney obtained her bachelor’s degree from Fordham and has a master’s degree from King’s College of London.
This event has been pre-approved for 1.5 CEs from CFRE International.
SCAHD EDUCATIONAL EVENT
FRIDAY, APRIL 16, 2021
Fund Development Strategies for 2021
In this interactive workshop we will learn how to adapt our fundraising strategies to reach success under the current conditions. Learn what’s working and share best practices with your peers in this session encompassing both large and small organizations.
Eddie Thompson, PhD
Founder & CEO
Thompson & Associates
Dr. Eddie Thompson holds a Doctorate from Vanderbilt University. His doctoral dissertation was on successful fundraising methods. His academic achievements include two Master of Arts degrees, a Bachelor of Arts and an Associate of Fine Arts degree. He has served in many capacities with nonprofit organizations, including Assistant to the President, VP of Institutional Advancement, Director of Planned Giving and Chief Executive Officer.
Eddie is the Founder and CEO of Thompson & Associates, the nation’s premier charitable estate planning firm. Thompson’s innovative and proven process is engaging organizations and their donors nationwide. The Thompson & Associates’ team, consisting of over 49 attorneys and experienced professionals, help individuals and families plan to pass their assets to their family and to the organizations they support in a manner consistent with their values and objectives. This unique process resulted in the successful completion of estate plans that directed several billion dollars to charities and billions more to families.
SCAHD EDUCATIONAL EVENT
FRIDAY, FEBRUARY 19, 2021
AI and the Future of Generosity
Join us to learn how big data and artificial intelligence is helping solve the biggest challenges in the nonprofit sector.
Nathan Chappell, MBA, MNA, CFRE
Senior Vice President
Nathan serves as Senior Vice President of DonorSearch Analytics. As a Certified Fund Raising Executive (CFRE), he is regarded as a thought leader in the nonprofit industry and speaks frequently on the topic of precision philanthropy. In 2018, Nathan presented the first TEDx on the topic of artificial intelligence and the future of generosity. Nathan has served in a variety of nonprofit leadership positions for the past 20 years. Though his prior roles as Senior Vice President of Philanthropy at City of Hope, Assistant Vice Chancellor at UC San Diego and consultant with CCS Fundraising and Boys & Girls Clubs of America, Nathan has directly led fundraising teams that have generated more than $1 billion in philanthropic revenue.
Nathan holds a Master in Nonprofit Administration from University of Notre Dame, a master’s in business administration from University of Redlands, a certificate in International Economics from University of Cambridge, and a certificate in Artificial Intelligence from MIT Sloan School of Management.