Planet Philanthropy Request For Proposals

Planet PhilanthropyThe Association of Fundraising Professionals Florida Caucus is seeking proposals for Educational presentations for the Planet Philanthropy 2018 Conference to be held in Fort Lauderdale, FL June 17-19, 2018 at the Westin Fort Lauderdale Beach and hosted by the Florida Caucus in partnership with the AFP Broward Chapter. Planet Philanthropy is the premiere educational opportunity for fundraising professionals in Florida.  We are expecting more than 400 fundraising professionals, non-profit leaders and board members to attend to learn through our thought- provoking plenary sessions, skill-building workshops, networking opportunities and exhibits.

The Education Programs will be organized into workshop sessions on June 18 and 19, divided among tracks based on target audience and the following subjects:

Annual Giving; Major Gifts & Prospect Development; Planned Giving; Communications & Social Media; Special Events & Marketing; Stewardship & Donor Relations; Career Development; Trends in Philanthropy

Presentations will generally be limited to 75 minutes, although we will consider proposals for back-to-back sessions lasting 150 minutes. We will try to accommodate special requests for presentation times, but this may not always be possible.   We are also seeking leaders for our affinity breakfast round tables. Please indicate your interest when completing the attached form.

All presenters will receive a complimentary single day registration for the day of the conference they are presenting. Presenters traveling from outside the State of Florida will receive a complimentary standard room at the Westin Fort Lauderdale Beach for one night (before or after the presentation based on preference). Presenters who live in Florida and are driving more than 250 miles may request a complimentary room. All requests will be considered and responded to by March 16, 2018.

This is an excellent opportunity to share your passion for fundraising and your expertise as a seasoned professional with members and guests of AFP Florida. Collaborations for presentations are encouraged, especially between consultants and clients.

No products, services or publications can be sold or promoted during presentations. We have exhibit space available, if you are interested!

The decisions of the Selection Committee will be final. Applications from those with the CFRE, ACFRE or other related professional certifications and AFP members are especially encouraged.

Proposals are due FRIDAY, November 17, 2017 by 5:00 p.m.

A completed application form is REQUIRED and proposals will not be considered without them. Click here for the application: RFP Planet Philanthropy 2018

The requirements include:

*    Two references familiar with the presenter’s speaking skills and expertise, with contact information

*    Please specify the demographics of the participants your session best applies to: number of full-time fundraising professionals; years of experience of the fundraisers; and the relevant fundraising strategies that align with your topic

*    Title and description of the workshop (50 words maximum)

*    Learning objectives for the workshop

*    Teaching methods for the workshop (interactive formats are highly recommended)

*    Brief description of handouts (all must be received in digital format in order to be included in the Planet Philanthropy digital compilation of handouts)

*    Electronic photo of presenter(s)in .jpeg format-300 dpi at final size of 3X5

For questions email

National Philanthropy Day’s Orlando Health Corporate & Foundation Engagement Honorees!

Runway to Hope, Downs Syndrome Association of Central Florida and Franklin’s Friends are being honored at National Philanthropy Day as an Orlando Magic Youth Foundation Creating Change Honoree. This honor is presented to nonprofit organizations that successfully strengthens and empowers a specific demographic or population in Central Florida.
6V0A0976“To much is given, much is expected,” said Mark NeJame as Mark and Josie NeJame, Founders of Runway To Hope, shared their philosophy of giving. Since 2010, Runway to Hope’s mission has been to provide direct support and aid to Central Florida children and their families impacted by pediatric cancer and have raised over $6.5 million to support this mission.
Downs Syndrome Association of Central Florida provides services to individuals with Down syndrome, their parents, their siblings, and community partners. By showing the community that individuals with Dow6V0A0927n syndrome are just as capable and in fact, very valuable members of our community, the DSACF advocates in a very impactful way. Janet Caramello, Executive Director, is shown here in a behind the scenes photo from the taping of a video to appear at NPD.
Monisha Seth is shown here during taping at WUCF for a video to be shown at NPD. Monisha is the President and Co-Founder of Frankin’s Friends, a local nonprofit organization which is being honored at this year’s National Philanthropy Day as a Orlando Magic Youth Foundation Creating Change Honoree. Pet Alliance of Greater Orlando Monisha Sethnominated Franklin’s Friends for their significant impact for pets and pet owners in Central Florida.
You don’t want to miss this breakfast celebration of the giving spirit on November 1 at the Ritz Carlton. Tickets now available.

#thisisphilanthropy #NPD2017



Dr. Gloria Pickar – National Philanthropy Day Honoree

Dr. Gloria PickarDr. Gloria Pickar’s motto is “just ask”. She is being honored at National Philanthropy Day as an YMCA of Central Florida Volunteerism Honoree for her service on the Art and History Museums Maitland Board of Directors. I had the honor of interviewing her for a video to be shown at NPD event. I was struck by her grace and passion for the A&H Museums’ mission.

“Something I learned very early on in my professional career was one of the ways you get things done is to quote, unquote just ask,” said Dr. Pickard during the interview. “And so I believe that if you have something you’re really passionate about and if you can explain that passion and describe it effectively to initially close relationships that you have, personal relationships, and you’re able to tell stories about it, personal stories about it. And then if you just ask for the donation and you ask big, you can be very successful at it. I don’t hesitate to ask. I actually find it’s easier to ask for a thousand dollars or more than it is to ask for a hundred dollars.”

Dr. Pickar’s nomination was made because of her passionate advocacy for board development, and ability to work with staff to engage others in the fundraising process. She leads by example, contributing generously of her time and treasure. As residents of Maitland for 38 years, Gloria and her late husband, Roger, are sustaining supporters of A&H and its Landmark Society. She serves as a connector, sharing her passion for the organization with friends and colleagues, and encouraging them to join her in support of the museums. She actively relates personal stories about how the Maitland Art Center has impacted our community and her family. Dr. Pickar is a fantastic example for the community in excellence in volunteerism. Congratulations! The NPD breakfast celebration of the giving spirit will be held on November 1 at the Ritz Carlton. Proceeds benefit the Association of Fundraising Professionals Central Florida promoting ethical fundraising through educational programing, advocacy and membership support services.

Tickets now available.

Want to learn how to get your board fired p for fundraising, contact me for an appointment.

Mary Lee Walker




Emerging Leaders to be honored at National Philanthropy Day

National Philanthropy Day is fast approaching.  National Philanthropy Day is a day to celebrate charitable activities, in the form of donated financial, in-kind and volunteering support. National Philanthropy Day acknowledges the entire spectrum of services that the non-profit and civic and service sectors provide, as well as the profound impact that philanthropy has on the fabric of society.

Rebecca Leininger

Thank you to WUCF-TV for donating the taping for the video recognition of honorees at National Philanthropy Day and I had the honor of interview Emerging Leader Honorees Rebecca Leininger, Melody Lynch and Beth Smith. This honor is presented to individuals between the ages of 19 and 40 who are making an exceptional impact in the independent sector.

Rebecca Leininger is being honored for her leadership as Director of Business & Resource Development with Community Based Care of Central Florida, Inc, in addition to her service at the Women’s Residential Counseling Center (WRCC), part of the Coalition for the Homeless.

Melody Lynch
Melody Lynch

Melody Lynch, a Shareholder with Lowndes Drosdick, is being honored for her work as a Guardian Ad Litem and Board Member service with Children’s Home Society.

Beth Smith, Community Relations Manager at Orlando Health, is being honored for her leadership as a board member for Orlando Philharmonic Orchestra, Downtown Orlando Partnership, UCF Alumni Association, and the Winter Park Chamber of Commerce.

Beth Smith.jpg
Beth Smith

The National Philanthropy Day event will be held at the Ritz- Carlton Grand Lakes, Orlando, Florida and benefits the Association of Fundraising Professionals Central Florida Chapter. The Association of Fundraising Professionals empowers individuals and organizations to practice ethical fundraising through professional education, networking, research and advocacy.  Tickets now available. You don’t want to miss this breakfast celebration of the giving spirit on November 1 at the Ritz Carlton. Click here for more information.

Or contact me for more information.


I’ll have a Big Mac and a side of fries.

IFA Educational Foundation Franchising Gives Back LogoThe International Franchise Association’s (IFA) Franchise Education & Research Foundation announced today the winners of its third annual Franchising Gives Back Awards, who were honored at an awards dinner on Sept. 11 in Washington, D.C.

The Franchise Education & Research Foundation recognized five Gold Winners at the Franchising Gives Back Celebration & Awards Dinner, including:

  • Spirit of Franchising Award: McDonald’s
    In 2015, McDonald’s launched Archways to Opportunity, an education program that allows U.S.-based restaurant employees the chance to earn a high school diploma, receive tuition assistance, access free education advising services, and learn English as a second language. Nearly 17,000 people have enrolled over the last two years and McDonald’s has awarded more than $14 million in tuition assistance. Additionally, there have been almost 200 graduates from the Career Online High School and 5,200 graduates of the English Under the Arches program.
  • Enduring Impact Award: The Wendy’s Company
    In 2004, the Dave Thomas Foundation for Adoption (DTFA) launched Wendy’s Wonderful Kids, which awards grants to public and private adoption agencies to hire adoption professionals that create recruitment programs to help families for children who have been waiting in foster care the longest. Over the past five years, Wendy’s has raised over $77.6 million for the Dave Thomas Foundation for Adoption and Wendy’s Wonderful Kids, helping to finalize over 6,300 adoptions. Wendy’s hopes to raise an additional $12 million this year for the Dave Thomas Foundation for Adoption.
  • Support Our Veterans Award: Dream Vacations
    Since 2012, Dream Vacations (a CruiseOne company) has awarded 25 military veterans free franchises through its “Operation Vetrepreneur: Become Your Own General” annual contest. The goal is to ease veterans’ transition back into civilian life with a career opportunity that combines their military skills and travel experiences. To date, Dream Vacations’ in-kind donation exceeds $317,000 and, moreover, the contest has evolved into a broader veterans program for Dream Vacations, allowing the franchisor to increase the number of veterans in their system by 15 percent.
  • Innovation and Impact Award: Massage Heights
    Since establishing the Massage Heights Family Fund in 2013 following the experience of co-founder and president Shane Evans had on “Undercover Boss,” Massage Heights has raised nearly $53,000 to help provide financial relief and assistance to franchisees’ employees and their families in times of crisis, need, or hardship. Over the last four years, the Massage Heights Family Fund has awarded 16 grants totaling $15,500 to assist with medical co-pays for chemotherapy; to pay for food, rent, and living expenses after an employee’s husband was injured in an automobile accident; to help pay for temporary housing after an employee lost their home in a fire; and more.
  • The Newcomer Award: Planet Fitness
    Last year, Planet Fitness launched a national cause initiative called The Judgement Free Generation™, a pro-kindness, anti-bullying movement, with a mission to encourage a generation to grow up contributing to a more judgement free planet. Planet Fitness partnered with Boys & Girls Clubs of America and STOMP Out Bullying, raising over $1.5 million in its inaugural year by donating the $10 new-member enrollment fee during the weeklong national cause-marketing program, in addition to contributing over $100,000 in in-kind donations and more than 1,300 volunteer hours.

Thirteen additional Silver Award Winners were recognized. They are:

  • Spirit of Franchising Award — Sonny’s BBQ (Random Acts of BBQ), Home Instead Senior Care (Hilarity for Charity), and Dream Dinners (Living the Dream Foundation / Friends & Family Community Connection)
  • Enduring Impact Award — Tropical Smoothie Cafe (Camp Sunshine), McAlister’s Deli of Louisville (Crusade for Children), and Global Franchise Group (A Bite for the Fight for the Leukemia & Lymphoma Society)
  • Support Our Veterans Award — Sport Clips (Veterans of Foreign Wars Sports Clips “Help A Hero” Scholarship Program) and Anytime Fitness (Operation HeartFirst)
  • Innovation and Impact Award — Dunkin’ Donuts (Box 4 Special Services Canteen), Abrakadoodle (Abrakadoodle Arts for All), and Naples Donuts LLC Safe and Healthy Kids Coalition of Collier County)
  • The Newcomer Award — Chicken Salad Chick (Music and Miracles) and The Cleaning Authority (The Cleaning Authority CARES)

“It’s truly uplifting to learn about all of the ongoing efforts that many franchise owners, franchisors, and suppliers lead throughout the year,” said Mike Isakson, CFE, Foundation Chairman. “Franchising Gives Back allows our foundation the opportunity to recognize and honor the significant charitable work that impacts communities across the country and we are thrilled to continue this annual celebration.”

Established by a generous donation from Roark Capital Group, Franchising Gives Back salutes the best, most innovative community leaders and charitable programs nationwide.


Who’s up next?

What happens if the Executive Director of your organization unexpectedly quits, get seriously ill, or, worse, dies? Who would be in charge? How would your organization go about finding its next leader?

passing the batonThe Edyth Bush Institute of Nonprofit Management and Leadership at Rollins College recently rolled out the 2017 Central Florida Nonprofit Benefits and Compensation Report. This report summarizes information gleaned from surveys of 161 local nonprofit organizations from 7 Central Florida counties. While 33 (20%) organization self reported an expected turnover in the CEO/ED position in the next three years, only 42% of organizations have an updated emergency succession plan.

Start succession planning now before there is a problem!

Executive leadership succession is one of key functions of a board of directors. Do this planning before an emergency happens. Proper planning can help elevate the emotional component to what might otherwise be a potentially volatile time. The departure of long-time leaders, especially founder/CEOS, is particularly challenging in the nonprofit sector. Planning can also be an excellent opportunity to examine and evaluate the current leadership structure and job responsibilities. This is not simply about ED, there may be other key staff positions that could benefit from succession/ emergency planning.

Check out this article, Five Steps to Stronger Succession Plans in Nonprofits, by Charles Ingersoll and Divina Gamble for some great tipns.. Charles Ingersoll Jr is senior client partner and co-leader of nonprofit practice at Korn Ferry. Divina Gamble is co-leader of Korn Ferry’s nonprofit, philanthropy and social enterprise practice.

Schedule time at your board meetings, with your current ED’s involvement, to begin conversation about succession planning and emergency planning. The average time to fill a leadership role can be far more than 6 months. Can your organization survive that gap?

Struggling with this issue? Call me, I can help. I can facilitate the conversation. Are you experiencing that gap right now? I can help. I offer interim leadership services. Contact me for a free consultation.

The Dating Game

The_Dating_GameFact: Fundraising is about building relationships. This fact got me thinking about how dating is building a relationship. A basic logic sequence goes like this; since A is B, and B is C, then A is C. So therefore, fundraising is like dating. Here’s the analogy:

Blind Date – This donor donated because a friend pressured them and probably won’t make another one.

The One Night Stand – This donor got drunk at a gala, bought an auction item, and hopes the organization doesn’t call them again.

First Date – This donor made an initial donation because they have an interest in the mission of the organization.

Going Steady – This donor donates monthly through your organization’s online portal.

Marriage –This is a donor who is invested in your organization to have and to hold, through sickness and in health.

Separation – This donor is on your Last Year But Not This Year (LYBNTY) list that you would love to have them come back.

Divorce – This donor is on your lapsed donor list, that leaves you shaking your head wondering what went wrong.

As a small shop nonprofit, you need your Board of Directors to play matchmaker and help you to build relationships. Still need help? Contact me at 407.460.5292 or I can help.