chronicle chat

8/6/2019 Chronicle Chat

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7/28-29 2010 Bolder Giving/Chronicle Calls

Thanks for inviting me to be on the chat. I love being a part of Bolder Giving and helpingspread the word about how to live and give up to our full potential.

1.

How much is enough? How do we choose to live on the edge?

I think thats a very individual choice. For our family we have the gift of free housing andmost utilities so the money we wouldve paid for housing is available for other uses. Icant imagine wed need more things! So we invest it in what we care about creating amore just society.

I think it also has to do with eliminating fear and anxiety about the future. We cantprotect ourselves with money from all that we fear so why not give it away to do goodin the present?

We live on the edge because we can if you know youll never be homeless, or withouthealth care - theres a real sense of security. What do we have to fear that money couldfix? Also since we both work in the nonprofit sector we dont want to get too farremoved from people who use the sector for services. Its too easy to start feeling like wehave the answers to problems because we give money. We dont ever want to be distantfrom human need, so we choose to live closer to the poverty line. Ive learned a lot aboutgenerosity from people who have very little money or security. When youve shared acup of coffee with someone who is living in a week-to-week rental motel room youreally experience personal generosity.

For me, money is a tool, but its not the only tool we have in our human toolkit, either.You dont use a hammer for every repair sometimes you need a screwdriver and somehelping hands. Its the same way with money. Its just one way to do something, but Idont divorce it from engagement in agencies I care about or being informed aboutgiving, either.

2. What do we give to? Why do we give?

We compiled a list the other day to prepare for this chat and its a very long list! We givein a big variety of categories: disaster relief, basic human needs like food and housing(locally & nationally), reproductive health and advocacy, social justice, human rights,LGBT issues, political causes and candidates, all the giving options through the UnitedMethodist Church, community foundations, investigative journalism, public tv and radio,and of course our minimum 10% giving to church. Thats the basis from which all ourother gifts originate. We start with 10% and then use the next 20-50% of our wages forother giving. We give in easy ways - cash & in-kind. We make recurring gifts, annualgifts and planned gifts. I particularly enjoyed being part of a womens giving circle, too.

Why? Its intrinsic to who we are. We live by the motto all we have is gift, all we do isoffering so giving isnt an option. We also give because we can and because we know


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that the private sector and public sector cant meet all the needs alone. We need a strongindependent sector that requires investment and involvement, too. We give to agencieswere involved with and get involved with agencies we give to. Having worked in thesector all these years its become a part of my life. Some of my most generous givinghas been to the agencies Ive led. Personal integrity is important and living by my

values and beliefs means that I live a life of integrity.

Its funny, in my work Im fierce about how money is used since its not mine, or eventhe agencys. Its entrusted to whatever agency Im leading by the donors and funders.Im all about accountability and donor wishes when Im on-the-job. But as an individualgiver, I dont operate that way. I do due diligence and read 990s and financial statements(I actually like to read financials thank you, Guidestar.org!), but once I give a gift, Idont care how its used. The agency knows the issue best so they know best how to usethe money, too. Ive given to individuals whove asked without wondering what theylldo with it. Nobody asks me what Im going to do with my paycheck and whether theoutcome is measurable!

My daughter is just starting out post-college and even though she doesnt have steadyemployment yet, she gives recurring monthly gifts to her college and it turns out shesone of the biggest givers. Im proud that she is able to defend her generosity from aposition of personal integrity. It makes me feel so good about the decisions weve madeto live our lives as fully generous people.

My grandparents were part of the 1937 Flint sit-down strike and I think collective actionand generosity is part of my personal DNA, too. My parents were both public schoolteachers and I know how much they gave out of their own pockets for their work. Itwasnt a big deal, just something they chose to do because they cared.

3. Role of faith

I was raised in the United Methodist church and learned early about the teachings of thefounder, John Wesley. He started Sunday Schools to teach miners and their children howto read and write a very practical man who saw the churchs role as being in the world,not separated from it and who believed that were expected to do all the good youcan in all the ways you can with all the people you can for as long as you can.We try to live by the social principles of the church, too. You can learn more here:http://archives.umc.org/interior.asp?mid=1686

I also think that being a childrens Sunday School teacher myself for the past 36 years hasmade it easy for me to live more generously. Did you know that Jesus taught more aboutmoney than any other subject? If youd been a Sunday School teacher as long as I haveyou would! I cant ignore those teachings in my own life and be a Christian.

Its not just about giving money, though, its also about how we use money in otherways. We avoid products that harm the environment, we buy products made ethically andwithout sweatshop labor (that means we need to be aware and informed), we invest our


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retirement in socially-responsible vehicles, we drive a hybrid car, we share our homewith others, we buy most of our clothing and household goods from Goodwill or othernonprofit resale shops, and we support local and independent stores and services.

Other:

For you development staff on the chat were the folks that fly under the radar, so wedont fit the usual prospecting assumptions. The most important thing just thank us.Send an acknowledgement after each gift. A small gift might represent a significantproportion of someones income or assets were not the one-time big gift givers, but wegive a lot over time. We added up our gifts over the past 17 years and it rangessomewhere between $332,400 and $520,000. Thats a lot of money by mostmeasurements but even more when you realize that weve never made more than$112,000 a year in any given year. Some years our income was less than $40,000, but wealways give. And another piece of advice dont underestimate our potential for major

gifts. Thereve been times Ive been part of fundraising activities and the developmentstaff didnt ask me for a gift, probably thinking that because I work for a nonprofit, Iwouldnt have much to give. I felt really hurt by that. I was there because I wanted togive.

Things Im reading or have read that influence my giving:Charity, Philathropy, and Civility in American History, Friedman, McGarvieWhats Love Got to Do with It?, WagnerMaking Nonprofits Work, LightA Place Called Simplicity, CloningerPeople of Integrity, MorganThe Selfless Gene, FosterValues-Driven Business, Cohen, WarwickTrue to Yourself, AlbionThe Call of Service, ColesThe Insiders Guide to Grantmaking, OroszAmerican Foundations, Dowie


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Contact Bolder Giving in Extraordinary Times for event and ticket information.

Bold Conversation with Jill Warren-Thurs. July 29, noon ET

Ticket Information

Type Quantity

Bold Conversation with Jill

WarrenFree 1

This event holder has not yet specified any payment methods for this event.

Please contact Bolder Giving in Extraordinary Times directly for further information.

Event Details

Jill Warrenand her minister husband regularly give about 30% of their modest income,especially to reproductive rights, peace action, hunger and housing.

Bold Conversations is a monthly phone discussion hosted by Anne Ellinger, co-founderof Bolder Giving in Extraordinary Times (www.boldergiving.org). Each month you canjoin a conversation with an extraordinary giver who will share strategies, challenges, andexcitement about their giving. See all events and this ninety second promo video about

Bolder Giving.

The format of each Bold Conversation is a 60 min. free teleconference call. Anne andthe featured guest will talk, and every 10-15 minutes there will be time for questions fromlisteners. We aim for an informal, interactive, and frank discussion where listeners applylessons to their own giving. You can also listen to archived conversations and join onlinechats with Bold Givers hosted by the Chronicle of Philanthropy.


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Please join us

No matter what your level of giving or the causes you give to, youll gain nuggets ofwisdom you can apply to your own situation, and be energized by Jill's commitment andvision.

Advisors who work with donors please invite your donors to the call! You arewelcome to join as well, so long as you participate by applying the discussion to yourpersonal giving.

The contact information for joining the call will be provided by email following

registration.

Attendee List Sort by: Date | First Name | Last Namey *

AnonymousPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: *

y AL WROBLEWSKI, Unemployed

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Somehow my karma mandates I align

with the marginalized of the marginalized no matter what; I'm aMatthew 25 addict

y Angela Mootz, Development Associate, Responsible Endowments

CoalitionWebsite: http://www.endowmentethics.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I work for a small non-profit

interested in learning more about the giving interests of different types ofdonors.

y Anne Ellinger, founder, Bolder GivingWebsite: http://boldergiving.org Please share a bit about yourself, your connection to philanthropy, and why


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you're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I've been a giver and promoting giving

for the past 30 years. I still wrestle with balancing my own pleasures

with the overwhelming needs of the world, and look forward to asking

Jill about this.

y Anne White, Director of Marketing & Communications, The

Community Foundation of Herkimer & Oneida Counties

Website: http://www.foundationhoc.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am always looking for inspiration

about philanthropy that I can share with co-workers, trustees and

donors.

y anonymous anonymousPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: anonymous

y anonymous person

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I'm trying to think through issues of

giving and self-care.

y Betsy Perry, Development Director, LumunosWebsite: http://lumunos.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible to

all who view the registration page).: Our Board and core donors arelooking at ways to inspire "bolder giving."

y Bill Kimball, Director of Foundation Advancement, Church of the

Saviour Foundation

Website: http://www.chsaviour.org


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Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: serving in a UMC I was particularlyinterested in the testimony of the Warren's. I work in planned giving in

the church, and it is a challenge to get people of normal financial means

to consider greater giving.

y Branden Barber, Development Director, Rainforest Action Network

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Very interested in this subject

y

Britt Rosenberg, Individual and Corporate Giving Officer, VirginiaGarcia Memorial FoundationWebsite: http://www.virginiagarcia.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Looking forward to joining theconversation. As a fundraiser, I find it incredibly important to hear

various perspectives on philanthropy.

y

Carol Gallo, Senior Consultant, TCC GroupPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I'm a consultant who manages 5family foundations. I'm interested in hearing how those without all the

means of my clients can make a difference with their giving.

y Carol ReiserPlease share a bit about yourself, your connection to philanthropy, and why

you're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: As a founder of a philanthropy

leadership incubator, I am always interested in the many aspects and

motivations of donors.

y Carolyn Doelling, Director ofPhilanthropic Services, East Bay


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Community FoundationPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am interested in broadening my

scope of appreciation for other individual's passion for philanthropy.

y Cindy Devoe, ConsultantPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I work with families in helping them

to think about their philanthrophic decisions and impact.

y

Clint Wilson, Founder, Cazoomi TechnologyWebsite: http://www.cazoomi.comPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: We love you all and the outreach!

y David Friar, psychotherapistPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible to

all who view the registration page).: I am a very timid giver who wants togrow.

y David Duncan, Exec. Dir of Dev, Ozark Christian CollegeWebsite: occ.eduPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Been working in fund-raising/development for 20 years. Love it!

y Debbie Baron, Director, Planned Giving, United Way of Greater Kansas

City

Website: http://www.unitedwaygkc.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible to


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all who view the registration page).: Tell me and I'll forget. Show me and Imay not remember. Involve me and I'll understand.

yDeborah Cochran, Owner, Wellness CompanyWebsite: http://workathomeunited.com/debcochran Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I recently started a business and

would like to begin giving as my business grows. In addition, Jill and her

husband were recently assigned to the church I'm a member of.

y Debra Wachspress, Director of Community Engagement, Boys & Girls

Club of TrentonPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I've worked in the non-profit worldfor years in various postions on various causes. I'm always interested in

learning more about what motivates people to contribute.

y Denelle Manick

Please share a bit about yourself, your connection to philanthropy, and why

you're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I make stockings for seniors, teens andkids for Christmas. I start shopping the day after Christmas so I can

stuff my stockings. It usually takes me 6 to 8 months to make 100

stockings. I also love to give books to my seniors (the teens and kids fit

into their stocking), I figure that they will get passed along to the next

room.

y Denise Bartolotta, Senior Development Officer, University of St. Francis

Website: http://www.stfrancis.edu Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am always interested to learn more

about how I can guide people to give more. We are looking to work with

our donors to increase their level of giving. This is a perfect venue to pick

up new ideas.


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y Elizabeth Wohlers, MBA Candidate, Brandeis UniversityPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible to

all who view the registration page).: I find Jill's story of giving "beyondtheir means" very inspirational, and I looking forward to theconversation with her.

y Gary KopanPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Gift Planning director. Interest in

encouraging creative philanthropy among middle class.

y George Carter, Retired Director ofPlanned Giving , San Jose State

University & Pacific School of Religion

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Current VP Development, NevadaCounty Habitat for Humanity. Sometime consultant to nonprofits.

y Heather Bennett, Social Media CoordinatorPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am a United Methodist. Tithing and

Giving in the denomination are down and I'm interested in the behind-

the-scenes story of why Ms. Warren decided to do this and how her story

could be used to inspire others to give.

y

Heather Gee, ViceP

resident for Development Services, TheP

hiladelphiaFoundationWebsite: www.philafound.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am looking for great stories to sharewith our donors and advisors in our e-newsletters in the future


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y Janice Knapp, Coordinator, Major Gifts/Planned Giving, Hospice

Hawaii

Website: hospicehawaii.org

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Over 13 years of experience as a non

profit development professional.

y Jason Franklin, Executive Director, Bolder Giving

Website: http://www.boldergiving.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible to

all who view the registration page).: I was inspired by Jill's story andvideo, can't wait to hear the details. As ED of Bolder Giving listening into these calls is one of the highlights of my work - a chance to ground

myself in the inspirational giving people are doing and to explore

personally how I can continue to push my giving father.

y Jennifer Chen, Summer Associate, Council on Foundations

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible to

all who view the registration page).: 30%-60% is a significant amount ofone's income. I'd like to hear more from Jill and how she and herhusband developed this philosophy.

y Jill Warren, Consultant, Helping Nonprofits Succeed

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I'm the featured speaker for the calland an enthusiastic ambassador for the Bolder Giving Challenge - take

it!

y John Ladd, Development & Alumni Coordinator, Carolina Friends

SchoolWebsite: http://www.cfsnc.org Please share a bit about yourself, your connection to philanthropy, and why


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you're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: In addition to my profession as a fund

raiser I have been a volunteer member of a foundation for about 25

years with the enviable duty of giving away money to worthy non profits.

y Jule Meyer, Principal Consultant, Parkman Foundation Services

Website: http://parkmanfoundationservices.com Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am an Ambassador for the Bolder

Giving Challenge!

y

Julianne Buck, Executive Director, Community Foundation of GrundyCountyWebsite: http://www.cfgrundycounty.com/ Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: We are working with the LakeInstitute for Faith and Giving in hopes of engaging congregations in

"intentional giving." For our rural area, we love stories of bolder giving

by people of modest means. Thanks!

y Julie Cuneo, Consultant, Community ConsultingPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: .

y Julie Varee, Associate Director of Stewardship & Development,

Archdiocese of AnchorageWebsite: http://www.archdioceseofanchorage.org

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Continued interest in relationshipbetween faith and philanthropy, from both professional and personal

standpoints


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y Laurel Wirtanen-Siloy, Special Gifts Officer, Berea Children's Home

and Family Services

Website: http://www.bchfs.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible to

all who view the registration page).: My job is to cultivate closerrelationships with our donors. We are finding that it is the middle classpeople, willing to part with a good chunk of their wealth, who are most

generous. Interested to learn more about the topic.

y Liz Merrell, Volunteer Coordinator, Meals on WheelsWebsite: http://www.mountainland.org/aging Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible to

all who view the registration page).: Giving back to our communitiesduring a recession is of great interest to our Meals on Wheelsorganization.

y Lorraine Larson, Development Director, Nevada County Habitat for

HumanityWebsite: http://www.nchabitat.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible to

all who view the registration page).: I have worked in many areas ofphilanthropy because I am passionate about social change, big and small.Bold giving has been a long time interest of mine because it can bring

about bold changes.

y Lynda Laun LAUN, Salesclerk, MenardsPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).:just interested

y marjorie kumar

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am interested in what can be done


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when we change our attitudes.

y Michael King, V.P. Gift Planning Services, The National Christian

FoundationWebsite: www.nationalchristian.comPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: The heart of our work involves

encouraging generosity through wise planning to leverage tax benefits

for charitable causes.

y Mike Goorhouse, Council of Michigan Foundations

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am interested in listening to Jill's

story

y Mitzi Gellman, Executive Director, Habitat for Humanity Catawba

ValleyWebsite: http://hickoryhabitat.org Please share a bit about yourself, your connection to philanthropy, and why

you're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I think that we overlook the smallerdonor, but they tend to be the most loyal.

y Natalie Ingle, Program Manager, Lake Institute on Faith & Giving

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: The Lake Institute studies andprovides forums for conversation about the ways in which faith inspires

and informs giving (philanthropy, service, etc.). Our constituents consistof development professionals, researchers, clergy, donors and the

religious and non-religious public.

y Nayna Agrawal, Director, Firelight Foundation

Website: http://www.firelightfoundation.org


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Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Joined Firelight in May. Prior toFirelight, served as Director of Development at The Asia Foundation and

Asian Pacific Fund. Worked at the U.S. Chamber of Commerce in

fundraising from 2002-2004. Donate 15% of my salary each year.

y Nichole Cirillo

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: My organization is a philanthropicentity.

y olivia hoblitzelle, writer, teacher, selfPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I live with the question of how to

balance my inheritance with how much to give, especially bec. my kids

are concerned about $ in these financial times.

y Randy Delp, Planned Giving Advisor, Mennonite Foundation

Website: http://mma-online.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am especially drawn to this callbecause my faith in God has played an integral role in my own personal

journey of generosity. I love hearing the journeys of others, and am often

inspired by their stories. I am also on the lookout for things that may

inspire others to be intentional about taking the next step in their

journey of generosity.

y Rebecca English, Program Coordinator, Hispanics in Philanthropy

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Very interested in this call


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y rikk LarsenPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am a BG volunteer

y Rob Copeland, Director - Charitable Development, Wealth Impact

PartnersWebsite: http://www.wealthimpactpartners.com Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Wealth Impact Partners is acharitable planning practice whose mission is to activate personal wealth

for social impact. Personally, I am motivated by generosity and have a

desire to give more of our income each and every year to charity.

y Rob Copeland, Director of Charity Development, Wealth Impact

Partners

Website: http://www.wealthimpactpartners.com Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Hearing the stories of why and how

people make "on purpose" decisions to give more motivates me to do the

same. At Wealth Impact Partners our mission is to "activate personal

wealth for social impact." We believe one of the biggest challenges toaccomplishing that mission is the lack of conversations (both peer to peer

and cross-generationally) that focus on the "Why and How" to give more

and make a social impact.

y Sarah La Follette, Grant Manager, Neighborhood House of MilwaukeeWebsite: http://www.nh-milw.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I totally agree with the idea! i havebeen in fundraising for 8 years.

y Sharon Tenorio, Client Relationship Manager, RSIWebsite: http://www.rsistewardship.comPlease share a bit about yourself, your connection to philanthropy, and why


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you're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I work with a variety of faith-based

non-profits who are looking for new ways to reach people. This is an

interesting concept that I want to share with my clients.

y Sharyn Dowd, Pastor for Spiritual Formation and Mission Engagem,

First Baptist Church of Decatur, GAWebsite: http://www.fbcdecatur.us Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I'm responsible for the spiritualformation of adults at FBCD and am working to make bold giving an

integral part of the way we understand that here.

y Shelly Saczynski, Director - Economic and Community Development,

The United Illuminating CompanyWebsite: http://www.uinet.comPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am connected to philanthropy inseveral ways - as an individual, as a corporate funder, and as a member

of the board of our local community foundation.

y Sheryl Sackman

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Development Director at MRGFoundation in Portland, Oregon.

y Shubie Gulati, First Vice President, Morgan Stanley Smith Barney

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I have been a Financial Advisor forover 22 years. With a Bachelors of Science in International Marketing

and a Masters in Finance, I have lived in cultures that provide me with a

global perspective and thus am competitive in the global markets and the

financial industry. I grew up in India and came to the US in 1981 at the

age of 16 with practically nothing in my pocket. I am now a recognized


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member of my community with an amazing career in Wealth

Management spanning 22 years. I have done well and now I am able to

recognize that the essence of life is really a circle and we all, at the end of

the day must give back all that is borrowed from the universe. A

balanced life is the essence of happiness. As such, I am dedicated to

helping my community. I teach FinancialP

lanning related courseswithin my community and contribute toward the betterment of women

in emerging economies such as India. I began my financial services

career as a Financial Advisor in 1988 in San Francisco as a college

Intern. For over 22 years, I worked with Morgan Stanley as a Financial

Advisor. By combining my knowledge and experience with diverse Wall

Street firms, cultures and my desire to help people live more

meaningfully, I have realized my personal and professional goals. Being

an Indian woman in a successful career and as an American I now

recognize more closely the disadvantages faced by women and children

across the world. I have been afforded opportunities in life by working

hard, and now, the ability to give back is occupying my thoughts anddeeds. Many of my clients are Philanthropists and I have contributed in

the past by helping them. I have learnt a great deal in doing so. I have

taught kids in poor villages in emerging countries basic hygiene and am

now in the process of establishing Reading Rooms and libraries in India

and hopefully Haiti. My most prized assets remain my toddlers, Jack and

Anjali, and my husband Jon.

y Stephen Clark, Gift Planning Specialist, Wycliffe Bible TranslatorsWebsite: http://www.wycliffefoundation.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Been a practicing professional in giftplanning since 1994 ... have served as a director with staff of 12.

y Susan Howbert, Vice President Family Philanthropy, Council of

Michigan Foundations

Website: http://www.michiganfoundations.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: At the Council of Michigan

Foundations, I work with philanthropic families and am interested in

hearing the speaker who is from Michigan


19/21

y Susan Emerson Clapp, Director of Major Gifts, Bard College at Simon's

Rock

Website: www.simons-rock.eduPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible to

all who view the registration page).: I am the director of major gifts atBard College at Simon's Rock, where I have been for 6 years. Beforethat, I have spent 16 years in the not-for-profits world, split pretty evenly

between health care and higher ed. I sit on a number of boards and offer

pro bono fundraising consulting to a number of organizations. I am

passionate about philanthropy, from both professional and philosophical

points of view.

y Susanne Mulcahy, Executive Director, Youth Science Institute

Website: http://www.youthscience.org Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: As an Executive Director 20+ years in

the field, (and a Board Member of another nonprofit) I am always

looking for new ways of thinking and new approaches to connecting with

our donors.

y Tanya Mazor-Posner, Independent Fundraiser, Self-employed

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am senior level fundraising directorI am an independent fundraiser with 14 years of fundraising

management expertise. I found this call interesting because most

fundraising organizations are focused and driven by contributions from

major donors. However as the pool of major contributors is shrinking

non-profit organizations need to turn to other target populations for

significant contributions or at least cultivate and educate traditionally

non-philanthropic focused individuals on how they too can be

philanthropists.

y Teresa Conroy

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: Assistant Development Officer at


20/21

Virginia Garcia Memorial Foundation

y Theron Shaw

Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: As a development director and

fundraising consultant, my constant goal is to work with donors towards

a transformative philanthropy that enriches their lives and their

communities at the same time. Thank you for the great work that Bolder

Giving has been doing in this field!

y Tiffany Refsnider, Vice President, Merchant Processing Solutions,

Values DrivenWebsite: http://www.tiffanyrefsnider.com Please share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I drive a philanthropic merchant

services platform in Ft Lauderdale that automatically redirects a

percentage of the companies profits to community organizations.

y Tory Dietel Hopps, Senior Partner , Dietel Partners

Website: http://dietelpartners.comPlease share a bit about yourself, your connection to philanthropy, and whyyou're drawn to join the call. (Please note that your response will be visible toall who view the registration page).: I am an advisor to families whopredominantly give their funds anonymously

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21/21

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