BE BOLD BETTER: WHAT IT TAKES TO CREATE TRANSFORMATIONAL GIFTS
Two Interactive, Informative and Engaging Workshops
Susan Holt, President & Senior Consultant, Vision Philanthropy Group
Christy Passmore, Senior Advisor, Vision Philanthropy Group
(Presenter Biographies can be viewed HERE)
We invite you to register your Board Chair, Executive Director or CEO, development staff and volunteers to attend an extraordinary workshop that will help jumpstart the conversations and relationships that elevate your organization’s philanthropic culture and raise more major and planned gifts.
The post-pandemic era of philanthropy is out of the starting gate with more questions than answers and oftentimes more challenges than confidence. The non-profit organizations we serve are being pushed to be more, do more and provide more. To meet these challenges, our fundraising efforts must be in sync now more than ever with the noble causes we serve.
Susan Holt and Christy Passmore and their VPG colleagues are focusing their considerable experience (more than 80 years combined and $4 billion raised) on a mission, the art of Bold Asking®, to help non-profits of all sizes discover their boldness, elevate their philanthropic culture and provide them with the tools they need to raise major, principal and planned giving. The session including two highly interactive workshops will incorporate group exercises, practical tips and tools, and focus on:
- Creating a powerful culture of philanthropy for transformational giving
- What is your Bold Vision? Tips for helping everyone on the team get in sync to optimize their Bold message, from executive leaders to board members to staff
- Defining your strategic objectives in major gift messaging
- Powerful partnerships and tools that drive major and planned gifts
- Anatomy of the Bold Ask
- Steps you must use
- Creating your “Signature Language”
- “Bold Listening” habits and skills
- Harnessing the Science of Ritual
- Bringing it all together
- Interactive Group Exercises
- Role Playing
- What’s holding you back from being Bold Better? How to move past it:
- Grit, passion, perseverance and alliances
Bold Asking is a call to action for leaders, boards and development staff to be fully immersed in their causes and have the tools they need to secure the philanthropic resources to realize their Big Vision. When every dollar counts, this session is designed to help take your team from good to great and help keep it there.
Participants will be invited to participate in an anonymous assessment of their organization’s culture of philanthropy in advance of the Super Session and receive insights and tips!
April 5, 2023 | 8:30am – 2:00pm (Central)
Operation Stand Down (1125 12th Ave S, Nashville, TN 37203)
$50/ PGC or CNM Member
$65 Non-Member
(Lunch included in registration cost.)
SOCRATIC FUNDRAISING – Using Questions to Advance the Donor’s Journey
presented by
Dr. Russell James
Texas Tech Professor/The CH Foundation Chair of Personal Financial Planning/
Charitable Giving Program Director
Fundraising often focuses on making “the ask.” But appreciative inquiry uses questions throughout the relationship to help the donor discover their own reasons for making a
transformational donation. Professor James starts with the “why” from research, theory, and experience and then moves to the “how” of exactly what questions to ask, in what order, and for what purpose. You’ll leave with a deeper understanding of major gift decision processes and plenty of real-world “magic” questions to try out right away.
Dr. Russell James is a professor in the Department of Personal Financial Planning at Texas Tech University, where he directs the on-campus and online graduate program in charitable financial planning. He graduated, cum laude, from the University of Missouri School of Law, where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving.
Dr. James has published research in more than 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, and The Chronicle of Philanthropy.
PROGRAM DETAILS:
Date: Sept. 6, 2023
Time: 11:30am – 1:00pm CDT
Location: Nashville Public Library Auditorium (Main Level)
615 Church St., Nashville, TN 37219
Parking garage available on 6th Ave. N., validation available from Library.
Please come join your colleagues to enjoy lunch, view this webinar and participate in our live Q&A afterwards.
Cost: $30 PGC Member
$35 Non-Member
(Lunch is included in registration cost)
Registration Deadline is August 31, 2023.
Please contact Jessica Layman, Executive Assistant to the Board, with any questions.
jessicalayman2020@gmail.com
Randy joined our leadership team in April 2016 and is responsible for advancing the mission of BrightStone leading our Development, Capital Campaign and Community Relations activities.
Randy is responsible for our Land of Dreams Capital Campaign and Planned Giving Legacy Program.
Christy is a proud, active graduate of The University of Tennessee at Martin. She graduated with a degree in Early Childhood Education and was a public school teacher for 3 years. She is a member of the University of Tennessee-Martin Alumni Council and the Planned Giving Council of Middle Tennessee Board. Christy resides in Nashville with her pup, Daisy.
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Life in the Clouds… it’s no longer just your head, it’s now your data. A technical review on how technology influences the non-profit community. |
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Tommy Wolosin Director of Sales and Marketing for Net Works November 1, 2023 11:30a-1:00p Community Foundation of Middle TN |
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Members and guests of the Planned Giving Council are invited to hear a presentation about the importance of technology in a profession where individual relationship building is essential. Tommy has been developing technology strategies for over 20 years helping organizations align their culture and business needs with technology planning allowing them to support their many great missions. He currently serves as Director of Sales and Marketing for Net Works, a provider of business IT Services and network security in Middle TN. -Become familiar with current industry specific tools to allow a nonprofit to better understand and use their technology platforms -Begin to assess your nonprofit’s current “readiness” to take full advantage of the technology that is available -Review key safeguards when using technology to secure donor privacy -Familiarize yourself with the “Do’s and Do Not’s” Tommy served in the Air Force for almost 10 years and on 3 continents around the world. While serving, he gained insight and training into technology and information security as well as “real world” incident response to active threats. Tommy attributes his accomplishments with a continued emphasis on learning and coaching, surrounding himself with people smarter than him, healthy work life balance, and those that want to give more than they receive.
Tommy’s inspiration comes from his family, children, and volunteering in the community in many ways. His most notable was working with Deaf and Hard of Hearing children for over 14 years, understanding that you must first build trust and respect before any kind of valuable mentorship can be achieved. |
Legacy gifts (also known as planned gifts) provide the ultimate opportunity for a donor to leave their
mark on an organization. If not stewarded properly over generations of fundraisers, these gifts can be
reduced or even lost completely. In this session, learn how to best steward legacy gift donors over the
long term.
Learning Outcomes:
• Assess philanthropy and gift planning in your organization for success against best practices.
• Discuss implementing the four pillars of donor relations to maximize relationship management.
• Determine ways a legacy society can assist in stewardship goals.
• Review and discuss case studies and next steps for success in your organization.
Lisa M. Chmiola, M.S., CFRE, CSPG has more than 21 years in philanthropic development. She has served
in major gifts and gift planning roles in education (public and private) and religious institutions, following
initial career experience in event-based philanthropy. As Chief Fablanthropist for Fablanthropy (the
intersection of fabulous and philanthropy), she works with nonprofit organizations and fundraising
professionals providing consulting, training, and coaching services, particularly on legacy giving
strategies.
An AFP Master Trainer since 2014 and TEDx speaker, Lisa has presented at four AFP International
Conferences, and a variety of AFP and other industry association regional conferences, chapter
meetings, and webinars. She serves as an adjunct instructor in Communication at the University of
Louisiana at Lafayette and in Rice University’s Center for Philanthropy and Nonprofit Leadership.
Lisa is an active volunteer, serving as chair of the AFP Global U.S. Government Relations committee and
member of the AFP PAC board, as National Association of Charitable Gift Planners board member and
chair of its Emerging Professionals Committee (and past president of the Houston chapter), as an AFP
Baton Rouge Chapter board member, as a Junior League of Lafayette sustainer, a member of Ellevate
Louisiana, and is a graduate of Leadership Houston. Additionally, she has co-authored several pieces for
AFP’s Advancing Philanthropy magazine.
Please join us for a unique and informative session as we welcome Hal Cato on February 7th! Having just completed his first year at the helm of CFMT, Hal will share his insights gained having taken the reins in a post-pandemic timeframe as the philanthropic world continues to evolve. He will explain the role of an effective Community Foundation, how CFMT can interface with the nonprofit community and how we, as financial and donor advisors, may collaborate to maximize aspirations of donors to match them with needs that move them.
Hal is lauded for his visionary leadership, and you will not want to miss this unique opportunity to hear from him. Seating will be limited, so make your reservation now!
Hal leads the team at the Community Foundation to help shape and cement the organization’s vital impact on the community it serves. By convening leaders, donors, funders and nonprofit organizations, his leadership and advocacy inspires strategic partnerships to expand giving and align trust in order to build upon the resources needed to ensure a better tomorrow for the residents of our Community.
Prior to joining CFMT, Hal served as the CEO of Thistle Farms, Inc. He is a visionary, highly regarded in the community and known for recognizing and executing bold and creative opportunities for organizational growth in the nonprofit and corporate sectors alike.
From his early career, Hal has been dedicated to serving and growing the impact of nonprofit groups. After graduating from college, he established and expanded Hands on Nashville and later led and grew the Oasis Center, while becoming widely recognized as an advocate for the community’s youth. Hal also has significant corporate experience, including as the founder and CEO of Zeumo, Inc. and the former Vice President of Client and Community Services of Bright Horizons Family Solutions.
PGC and AFP presents: Weaving Planned Giving Into Your Donor Conversations, an in-person webinar event.
Join your colleagues for this enriching professional development and networking event. The schedule includes lunch, connecting with other like-minded professionals and viewing the webinar. The webinar from the National Association of Gift Planners will be viewed during the in-person luncheon, providing an opportunity for collaborative learning and discussions.
$30/Member, $35/ Non-Member (registration includes lunch)
EVENT DETAILS:
March 26, 2024 @ 11:30 – 1:00 p.m.
Operation Stand Down Tennessee
1125 12th Avenue South, Nashville, TN 37203
Limited free parking is available in the front and side lots, however please only park in spots designated for Operation Stand Down. Additional unmetered street parking is available on Edgehill Ave. and 13th Ave. South immediately behind Operation Stand Down. Carpooling is encouraged.
Annual Member Meeting
2024 – 2025 Kickoff
Sept. 11, 2024 @ 12:00 p.m. – 1:00 p.m.
- Hear what the Planned Giving Council of Middle Tennessee has planned for the upcoming 2024 – 2025 year.
- Special remarks from CEO Burton Williams of the Ayers Foundation Trust, this year’s lead PGC sponsor
- Board members will lead annual business meeting, including discussions of critical programming interests of the membership
- Members will have a chance to renew their membership for 2024 – 2025
- Zoom link will be provided to all registrants prior to event.
The Planned Giving Council of Middle Tennessee presents Derria Ford and Ethical Storytelling
Storytelling is integral to our work of raising funds and awareness, regardless of our organization’s size, purpose or goals. Learn more about the keys to effective and ethical storytelling that will inspire donors and staff alike. We hope you and your colleagues will join us Oct. 2, at 7:45 a.m., in person at Operation Stand Down. Please share this email with your contacts across the Middle Tennessee nonprofit community! (Continental breakfast included. Full details below.)
History shows storytelling is intrinsic to human identity. Telling someone’s story – their history – is a huge responsibility. In today’s nonprofit landscape, organizations must adopt frameworks which amplify client voices while safeguarding against unintended consequences. Ethical and compassionate storytelling is a vital tool in every nonprofit’s arsenal, empowering roles including Board Members, Executive Directors, Program officers, Marketing and Communications staff with development professionals carefully guiding the process.
Understanding donors give from their heads and hearts is paramount, and behind every organization or project seeking funding lies an ethically-constructed narrative.
This session will explore:
What is Ethical Storytelling?
Why Ethical Storytelling is Vital for Nonprofit Organizations
Implementing Ethical Storytelling Practices
Please join us as we hear from Derria Ford and explore how ethical storytelling can drive organizational impact and foster donor engagement built on trust and empathy.
EVENT DETAILS:
October 2, 2024
7:45 a.m. – 9:00 a.m.
To be held at Operation Stand Down
1125 12th Ave. S., Nashville, TN 37203
Doors open @ 7:30 a.m. CDT with continental breakfast. Program runs from 7:45 a.m. until 8:45 a.m.
Free parking available in OSD parking lot as well as free street parking behind OSD on 13th Ave. South.
Derria L. Ford, MBA, Ed.D. is the Chief Advancement Officer at the Martha O’Bryan Center, a leading
anti-poverty community-based organization in Nashville, TN. With over sixteen years of nonprofit
experience, Derria excels in program expansion, grant administration, executive leadership, marketing,
public relations, and fund development. Her career is distinguished by her exceptional leadership,
strategic thinking, and ability to build strong relationships with organizational stakeholders. To date, she
has raised over sixty million dollars through grants and individual contributions to support and advance
vulnerable populations.
Prior to her current role, Derria served as the Deputy Director of Development and Community
Engagement at the Legal Aid Society of Middle Tennessee. In this capacity, she significantly increased
revenue, boosted individual giving, diversified grants, established a signature fundraising event, and
created educational materials to simplify complex legal concepts for vulnerable communities.
Derria holds a Doctorate in Leadership and Professional Practice from Trevecca Nazarene University,
where her research focused on transformational leadership, leader efficacy, and emotional intelligence.
She also earned both a Master of Business Administration and a Bachelor of Science with a
concentration in Industrial-Organizational Psychology and Business Communications from Middle
Tennessee State University.
Beyond her professional and academic achievements, Derria is a dynamic individual who enjoys sharing
stories about her vibrant nine-year-old daughter, Gabrielle. With her extensive experience and
commitment to positive change, Derria Ford is a purpose-driven leader who deeply believes in the
power of nonprofits.
The Tennessee Nonprofit Network’s Dr. Kevin Dean, President & CEO (left), and Natalie Jones, Director of Advocacy and Research, join us to discuss nonprofit advocacy efforts in the state of Tennessee.
Dr. Kevin Dean Natalie Jones
President, CEO Director of Advocacy & Research
Only recently did a statewide nonprofit network exist in Tennessee to give consistent voice to the universal concerns of nonprofits working on behalf of the greater good, frequently with no seat at the table with the decision-makers, including government at every level.
The Planned Giving Council of Middle Tennessee is proud to present the President and CEO of Tennessee Nonprofit Network, Dr. Kevin Dean, for our November 6th meeting, the day following one of the most consequential elections in our country’s history. Joining Dr. Dean for this extraordinary and timely session will be Natalie Jones, Director of Advocacy and Research. While the election results may or may not be conclusive less than 24 hours after the polls have closed, Dr. Dean and Ms. Jones will share a snapshot of TNN’s advocacy plans that will impact nonprofit clients and patients now, as well as decades to come
Make sure to join us to hear more about the progress made by TNN in its short existence and the big opportunities all nonprofits in our state will want to factor into their futures.
EVENT DETAILS:
November 6th, 2024 @ 11:00 a.m. – 12:30 p.m.
Via Zoom link provided upon registration.
Program starts promptly at 11:30 a.m.
Kevin Dean, Ed.D
Kevin Dean is President & CEO of Tennessee Nonprofit Network. Kevin received his Bachelor’s in Communications from the University of Memphis in 2002. In 2009, he completed his Master’s Degree in Executive Leadership from Christian Brothers University. He received his doctorate in Organizational Leadership and Learning from Vanderbilt University in 2021. He is a Standards for Excellence Licensed Consultant, and he has received his Certificate of Board Education from BoardSource.
Kevin was named one of Memphis’ Top 40 Under 40 by Memphis Business Journal in 2011. He is the 2013 recipient of the Ruth J. Colvin and Frank C. Laubach Award for Excellence in Community-Based Adult Literacy from ProLiteracy in Washington, DC. Kevin won the Excellence in Nonprofit Leadership Award from the Alliance for Nonprofit Excellence in 2015. Kevin was also the recipient of the 2015 Innovation Awards by Inside Memphis Business. In 2018, he was honored as an exceptional Bridge Builders alumni by BRIDGES, Inc. In 2021, he was named 150 for 150 by Christian Brothers University. In 2022, he was named one of the CEOs of the Year by Memphis Magazine.
Kevin is a member of the Board of Directors for the National Council of Nonprofits. He also serves on the Advisory Council for the University of Memphis’ Institute for Philanthropy and Nonprofit Leadership as well as serving as a member of Independent Sector’s Public Policy Committee and the Federal Reserve Board of St. Louis’ Community Development Advisory Council.
Natalie Jones
Natalie Jones is the Director of Advocacy and Research at Tennessee Nonprofit Network. A native of Tennessee, Natalie has over twelve years of experience serving in and working with the nonprofit community. Driven by the belief that strong communities are built on effective, evidence-based policies, she brings a specific data-informed lens to her role and is passionate about identifying ways for nonprofits to measure and share their impact with others. Prior to her work at TNN, she served in multiple partnership-focused roles at Christian Brothers University and in various business development and policy roles at Youth Villages. While at Youth Villages, she developed an expertise in and passion for child welfare and Medicaid policy, government and agency relations, and nonprofit administration. Natalie received her Master’s in Public Administration from the University of Memphis, and earned her Bachelor’s of Social Work from Union University.