development executives network - june-july 2012 newsletter

7/31/2019 Development Executives Network - June-July 2012 newsletter

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dent: Michelle Lange erey Symphony [email protected]

urer: Kit H. FrankeBuilders Alliance

[email protected]

ams: Nancy BuddMonterey Countyy.Budd@itnmontereycount

tration: Chrissy Haines munity Partnership for Youth [email protected]

nthropy Day Co-Chair:n Cohen

Museum [email protected]

bers At Large:Dewar [email protected]

y Lindstrom or Mtry County Free Libraries [email protected]

June DEN Luncheon

Development Opportunities

Employment Opportunities

DEN 2012 Membership Form

Hot Topics from the Non-Profit Summit

Friday, June 15 | 12:00 PMTarpy's Roadhouse

2999 Salinas Hwy Monterey, CA 93940

Notable fundraising professionals will facilitate round tablediscussions on topics from the recent Non-Profit Summit

presented by Hayashi & Wayland:

o Board Optimization & Succession Planning - Larry Imwalle,Executive Director, Action Council of Monterey County

o Innovative Approaches to Fundraising - Kathi Speller, ExecutiveDirector, Community of Caring Monterey Peninsula

o Understanding and Changing Your Business Model - LibbyMcMahon, Finance Director, Action Council of Monterey County

For both those who attended the Non-Profit Summit and thosewho didn't, this is an opportunity to ask questions and share ideas.

$25 for DEN Members; $30 for Non-Members(In order to keep DEN's costs down no-shows are required

to pay for their lunch.)

Contact Chrissy Haines at 831-394-4279 with questions.

Please note: There is no DEN Luncheon in July, when wetraditionally take a month-long break.
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]://new.evite.com/services/local/venue/823434http://new.evite.com/services/local/venue/823434mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]


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Development Opportunities

Positions Opening on DEN Board

Consider a leadership position with the organization that has provided high-quality developmentevents and services for more than 25 years. DEN Board positions are on a volunteer basis andrequire little time commitment. The positions currently open are:

VP of Membership and DEN Newsletter Editor

If you are interested in these positions or have any questions, please contact DEN PresidentMichelle Lange at [email protected] .

Community Impact Grant Information and Evaluation Workshops

The Community Foundation for Monterey County (CFMC)s new Community Impact grants program embraces a countywide vision of healthy, safe and vibrant communities. CommunImpact grants address critical issues and opportunities in four primary areas: Investing in OuPeople, Strengthening Our Communities, Celebrating Our Cultures and Stewarding OurEnvironment. The CFMC is offering three information sessions to those applying by the August3, 2012 grant application deadline for Strengthening Our Communities, Celebrating Our Cultures,and Stewarding Our Environment.

Grant writers and grant seekers from nonprofit organizations and public agencies working in thefollowing areas are encouraged to attend one of the workshops: arts and culture, historicpreservation, community engagement, community development, adult literacy, environment, andanimal welfare. Nonprofits agencies will learn about the priority areas, grant guidelines,procedures and timelines for submitting a proposal in 2012.

Information Sessions will be held Thursday, June 14 from 2:30 to 4:30 at the CFMC Office2354 Garden Road in Monterey, Monday, June 18 from 2:30 to 4:30 at the Monterey County FreeLibraries Greenfield Branch at 315 El Camino Real, and on Wednesday, June 20 from 2:30 to4:30 at the CFMC Office at 945 South Main Street, Suite 208 in Salinas. Participants are asked toregister via the website: http://www.cfmco.org/index.cfm/id/382/Community-Impact-Grants/ .more information, please contact the Community Foundation for Monterey County831.375.9712. To stay connected, visit www.facebook.com/cfmco .

National Philanthropy Day Committee Seeking Nominations

We are looking for exceptional young philanthropic leaders in our community. Nominate a Youth(age 5-18) or Young Adult (age 18-26) for the 2012 Philanthropy Day $1,000 scholarship awards.We need YOUR help to identify them. We seek youth whose generosity, leadership, motivationto help others, and innovative ideas have:

resulted in exemplary new projects produced direct financial support motivated others to become involved in our community

Please take a few minutes today to nominate an exemplary young person so their actions can berecognized and rewarded. Deadline for nominations is July 1, 2012. Nominations open on June 1,2012. Forms can be found and nominations submitted electronically throughhtt ://www.centralcoastn d.org/forms. h

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mailto:[email protected]:[email protected]:[email protected]://www.cfmco.org/index.cfm/id/382/Community-Impact-Grants/http://www.cfmco.org/index.cfm/id/382/Community-Impact-Grants/http://www.cfmco.org/index.cfm/id/382/Community-Impact-Grants/mailto:[email protected]://www.facebook.com/cfmcohttp://www.facebook.com/cfmcohttp://www.facebook.com/cfmcohttp://www.centralcoastnpd.org/forms.phphttp://www.centralcoastnpd.org/forms.phphttp://www.centralcoastnpd.org/forms.phphttp://www.facebook.com/cfmcomailto:[email protected]://www.cfmco.org/index.cfm/id/382/Community-Impact-Grants/mailto:[email protected]


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Development Opportunities (contd)


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Employment Opportunities

Dont miss the opportunity to recruit for an open position in your organization! DEN members can post jobopportunities through this newsletter free of charge; the fee is $25 for non-members. Placing an advertisement for services (such as grant writing) in the newsletter carries a fee of $25 for both members and non-members.Please limit job opportunities to no more than two pages and submit in Word document format. Contact Anna Dudney at [email protected] to include material in the next issue.

I N C O R P O R A T E D

Job Description

Development Officer

AGENCY : Interim, Inc. is a private non-profit agency that provides residential treatment, affordable supportive housing,and social rehabilitation to adults with mental illness.

SUMMARY: Responsible for fund development and marketing for Interim, Inc., including: development and maintenanceof funding plan, direct donor development, major gifts, planned giving, capital campaigns, eventmanagement/silent auctions with corporate sponsorships, quarterly direct mail appeals, and volunteermanagement. Responsible for quarterly newsletter, e-newsletter and website and for managing donor databaseand email address database. The incumbent works under direct supervision of the Executive Director, and incooperation with the Executive and Admin Assistants, Fiscal Director, Development Consultant and BoardDevelopment Committee.

HOURS: Full time (40 hours/week); medical/dental/vision/group life insurance; paid vacation and sick leave; 403(b)savings plan.

QUALIFICATIONS:

Required :BA or BS in communications, marketing, development, health administration or related field, with aminimum of three years of fund development experience in a nonprofit organization; or BA in unrelatedfield with 5 years experience; Experience in direct donor fundraising/solicitation, corporate sponsorships, and event management andplanned giving;Excellent written/oral communication skills, excellent interpersonal skills and ability to lead as well asfunction as a team member;Excellent skills with Microsoft Office Suite and Adobe InDesign and Acrobat Pro;Proven ability to manage a workload with multiple, often competing priorities;Skills in development of various types of printed, electronic and social media;In all areas of work, the Development Officer will uphold the program philosophy and promote socialrehabilitation, recovery, and wellness.

Desirable :Masters degree in related field or certification from a recognized development program;Knowledge of Internet research techniques;Knowledge of local and regional funding sources, and local civic and governmental organizations;Familiarity with donor software (Telosa Exceed or Raisers Edg e) and Constant Contact;Familiarity with issues related to mental illness, mental health funding, public policy mental health systemand recovery oriented philosophy.

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ESSENTIAL DUTIES AND RESPONSIBILITIES:1) Assist the Development Committee in the implementation of an integrated and diversified fund development

program.2) Oversee and implement the public relations, marketing, presentation and outreach functions for Interim.3) Develop and manage all agency publications including but not limited to brochures, newsletters, and website

materials.4) Develop marketing materials and work with va rious media to promote Interims mission and to support outreach

and mental health education in the community.5) Work with media to promote special events and educational campaigns; develop presentations such as PowerPoint

and print materials for meetings, reports and community events. This involves continuously improving mission-oriented marketing and public relations promotion as well as crafting program and event-specific messages forevents, agency businesses and mental health education.

6) Work collaboratively with Interim program staff to maintain information for promotion and messaging content aswell as program outcomes and materials.

7) Design, direct and perform activities necessary to maintain and expand agency discretionary, non-governmentresources, including cultivation of individual donors, major gifts and planned giving programs, annual campaignand direct mail.

8) Design, implement and maintain a prospect donor research system.9) Direct and perform research of private family foundation and corporate grants, to identify sources of funding in

support of Agency operations and strategic direction.10) Manage all aspects of fundraising and outreach, leading projects or supporting others, including conducting

solicitation of individual donors, preparing written proposals, and ensuring appropriate and timely follow-up tomeet fundraising goals.

11) Manage the initiation and implementation of an annual campaign and major gifts program; interact with andcultivate positive donor relationships; cultivate major gifts to include planned giving.

12) Organize and manage special events, projects, and major fundraisers; may include evening and weekend events.13) Provide stewardship of gifts and grants; including acknowledgement, monitoring, accounting, and reporting.14) Develop and manage department budget in a fiscally responsible manner.

15) Ensure that records and reports of all major donor, corporate, and foundation contacts, as well as private and otherfundraising activities, are in order and in compliance with all local, state, and federal statutes regardingfundraising, activities, and accountability.

16) Research and write grants to private foundations as assigned. May assist with production of governmental grants.17) Coordinate special fundraising and friend-raising and agency promotional/ informational events, to include silent

auctions and corporate sponsorships.18) Provide staff support to the Development Committee.19) Recruit, train and supervise volunteers and interns to assist with functions of the development office.20) Coordinate with Executive Director and Fiscal Director in financial planning.21) Other duties as assigned.

PHYSICAL AND SENSORY REQUIREMENTS: Able to operate a motor vehicle; ability to climb stairs to a secondstory; ability to see well enough to read data on a computer screen and text in written documents; ability to hear normalconversations and answer phones; hand, finger, and body coordination sufficient to fulfill requirements of the position;ability to stand and sit for extended periods of time.

REQUIREMENTS: Good oral and written English and communication skills; v alid California drivers license ; auto in safeoperating condition; auto liability insurance; criminal record clearance.Interim, Inc. is an equal opportunity employer.Interim, Inc. is guided by the precept that in no aspect of its programs, services or employment shall discrimination or harassment be permitted because of sex, race, color,ancestry, national origin, gender, age, creed, religion, physical or mental disability, genetic characteristics, marital status, medical condition, pregnancy, childbirth or relatedmedical condition, citizenship status, veteran status, sexual orientation, gender identity, gender expression or other characteristics protected by state, federal or local law.To comply with the Americans with Disabilities Act and other applicable laws ensuring equal employment opportunities to qualified individuals with a disability,reasonable accommodations are made for the known physical or mental limitations of an otherwise qualified individual with a disability, unless hardship, direct threat tohealth or safety, or other job-related consideration exists. Individual who feel that they have been unlawfully discriminated against because of membership in one of theprotected classes should contact the following: Director of Human Resources, Interim, Inc., PO Box 3222, Monterey, CA 93942. (831) 649-4522.

Employment Opportunities (contd)


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Special Events Manager Full Time Position

POSITION PURPOSEUnder the direction of the Director of Special Events, the Special Events Manager is responsible for supporting the followingelements of the Strategic Plan: Increasing Concern and Awareness and Growing Revenue which support research fundingand programs.

The position supports these goals by managing and providing leadership for successful planning and execution of theMonterey Walk to End Alzheimers, the annual signature fundraising and awareness building event of the AlzheimersAssociation and the Annual Reason to Hope fundraising ask -event following established best practices.

The Special Events Manager will be responsible for raising local awareness of the Walk to End Alzheimers throughengagement in networking events, speaking opportunities, and community events. The Special Events Manager will buildrelationships in the community with the goal of growing revenue and participation at the Monterey Walk. The Special EventsManager will manage the local strategy and logistics of the Walk including securing a location, goal setting, developing andstaffing a working volunteer committee, recruiting participants and teams, and marketing the Monterey Walk to EndAlzheimers to the community. Above all, the Special Events Manager is responsible for leading the fundraising effort towardsachieving the walk goals.

This position is charged with identification, cultivation and recruitment of table hosts and building strong personalrelationships with existing and new supporters for the Reason to Hope event, as well as the execution of the event plan. Thisincludes cultivating, soliciting and stewarding donors and prospects at the Intermediate Gifts level. Her/his work will result inachieving budgeted event goals, successful execution of the fundraising plan for this event, enhanced relationships withDonors at the Intermediate Gift level, and increased awareness for our mission.

ESSENTIAL JOB FUNCTIONSWalk to End Alzheimers (60%):

Recruit members for Walk to End Alzheimers Planning Committee, Work collaboratively with the committee incoordinating the Walk. Manage monthly committee meetings.

Design, implement, monitor, execute and evaluate all event activities including fundraising and logistics plan for theMonterey Walk Develop and execute fundraising and marketing plan that secures Walk Corporate Sponsorship and Team and Walkerrevenue.Cultivate relationships with corporations to secure corporate funding hitting revenue targetsBuild a donor and volunteer base that achieves event revenue goals and enhances public awareness.Coordinate Walk to End Alzheimers volunteer participation, provide staff support to key volunteers and volunteercommitteeCoordinate and oversee marketing efforts for Walk in collaboration with Director of Special Events (content fornewsletter, brochures, website and participant mailings, fielding calls and inquiries from Media)Schedule and organize outreach activities that promote the Alzheimers Association mission and services, includingcommunity presentations and corporate engagement opportunities

Manage a Core List of Team Capta ins and Walkers to build team and fundraisingefforts through written and verbal communication (i.e. mailings, phone calls, e-mails,presentations.) Qualify and move Team Captains towards personal solicitation in acoordinated effort with Major Gifts staff. Coordinate cross-cultivation of teams and walkers with other developmentprograms including Reason to Hope and Intermediate Gifts.Implement and execute community outreach strategy and year-round Team Captain cultivation program resulting inan increase in retention of past participants as well as an increase of new fundraising Teams and Team revenue.Update and revise Walk to End Alzheimers Materials (e.g. written materials, scripts,website, newsletter articles) and provide templates and advice to Area walks.Plan Walk to End Alzheimers Kick -off and Thank-You Parties.

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Reason To Hope (40%):Identification, recruitment and cultivation of Table Hosts and Intermediate Gift prospects/Donors

Identify and recruit prospective guests and Table Hosts for the events and through one-on-one personal interactionMake thank you calls, renewal and solicitation calls to higher level donors, pledge donors and pledge donorsfollowing the eventCoordinate the volunteer thank you calls to the event donors below $250

Planning Point-Of-entry, Kick-off and Ask EventsFollow established best practices andCoordinate logistics of Point of Entry and Kick-off eventsCoordinate logistics for Reason to Hope ask-event, including but not limited to seating and table arrangements,food and beverage, name tags and check inCreate, coordinate and assemble the table host information and packets

Billing, Pledge Follow-up and CommunicationsUnderstand and work in donor database and log all interactionsTrack interactions in constituent relationship database Assist the Director of Communications in creating templates for all printed materials

KNOWLEDGE, SKILLS/DEGREE REQUIRED/DESIRED, AND EXPERIENCE

Bachelors degree; Marketing or Communications preferredMinimum 3- years experience in developing and executing holistic event strategiesMinimum 3- years experience with event production and management, volunteer development and management,public relations, donor cultivation and relations, corporate sponsor cultivation and relationsAbility to manage large numbers of volunteers at different levels of expertisePrior work experience in fund development or similar field with proven results and track record with positiveoutcomes in donor cultivation or equivalentThis position will need to pass the Team Approach Certification as required by the National OfficeExperience with on-line fundraising software preferredFamiliarity with legal issues such as insurance, permits, waivers, tax laws, etc.Ability to manage budgets up to $100,000Ability to travel occasionally throughout the Chapter AreaProficient with MS Word, Excel, Access, PowerPoint, e-mail, internetProfessional customer service skills with visitors and callers

HOW TO APPLY Send cover letter and resume to [email protected] Use Word .doc or .docx attachments only.Refer to Job# 9001 in the subject line.No calls regarding the status of resumes.Qualified candidates will be contacted.

mailto:[email protected]:[email protected]:[email protected]:[email protected]


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Join or RenewYour DEN Membership Today!

The mission of the Development Executives Network is to provide high-quality programs andtraining; to build a sense of community among local nonprofits; and to provide members and guests

with the opportunity to network with each other.

2012 DEN Membership Benefits

Monthly networking lunch program with stimulating speakers and topics. One $40 scholarship per organization toward fee to attend the Non-Profit Summit in May.

Total cost for DEN members is $75.00 per person. DEN, in collaboration with AFP and Hayashi & Wayland, will present a Non-Profit Summit in May 2012in lieu of the traditional Members Only Workshop. The Summit will provide a wider variety o f non-profit learning experiences as well as great key-note speakers.

Monthly newsletter listing program information, job opportunities and useful resources. Annual Membership Directory including contact information for local organizations. One free ticket to the festive Holiday Luncheon in December and a chance to win great

door prizes. "Welcome Wagon"- When a new employee joins the development staff in a member

agency, he/she is invited to attend one complimentary lunch meeting to learn about DEN. Membership dues are for the calendar year and are not pro-rated.

Please return this form along with $60.00 to:

DEN 484 Washington Street, #199 Monterey, CA 93940

New Membership Renewal

Please PRINT:

Agency Name ___________________________________________________________________

Contact Person & Title ____________________________________________________________

Address ________________________________________________________________________

City_____________________________ Zip ___________________________________________Phone ___________________________ Fax ___________________________________________

Email __________________________________________________________________________

Website ________________________________________________________________________

Membership benefits are extended to all staff, volunteers and board members of a participating organization EXCEPT for theNon-Profit Summit and Holiday Luncheon which is limited to one person per organization unless an additional fee is paid.Student membership status limited to 2 years.

www.DevelopmentExecutivesNetwork.org

development executives network - june-july 2012 newsletter

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