Philanthropy Partners of the Cape and Islands
Organizes Lunch Presentation on
“Thinking about A Capital Campaign – Are you ready?”
June 15th, 2016
11:45 a.m. to 2:00 p.m.
Hyannis Golf Course
Route 132, Hyannis
Description of workshop:
“Failing to plan is planning to fail.” Alan Lakein. Capital Campaigns are energizing, transformative, rewarding and have the potential to transform an organization’s mission and direction. They are also complex and complicated and require preparation, resources and time to ensure success.
This presentation will share the essential steps and practices to ensure a successful pre-planning process including the pros and cons of a planning study, articulating a compelling need for support, setting goals, properly qualifying prospects, recruiting leadership, and setting a strategic campaign direction.
This presentation will help prepare your organization for a successful pre-planning phase. Experiences will be shared from volunteers and consultants who have successfully completed the pre-planning phase of a campaign.
Attendees will be provided with information to judge if their organization is ready for a campaign.
About the speaker and panelists:
Rosemarie Resnik, President of Rosemarie Resnik and Associates, Inc., located in Osterville, MA, counsels and trains non-profit organizations in fundraising and nonprofit management initiatives since 2009. She is a veteran fundraiser and external relations professional with more than 35 years of local, national, and international experience. In the role of practitioner, strategist, global or senior management team member, Rosemarie has career-long experience planning and executing multi-million dollar Capital Campaigns, including eight planning studies and campaign counsel for twelve capital campaigns on Cape Cod.
Rosemarie began her career at Harvard University/Radcliffe College working in alumni relations and fundraising for fourteen years and went on to spend the next nine years as Director of Alumni Activities and Geographic Programs at the Massachusetts Institute of Technology (MIT) where she was responsible for both external relations and fundraising activities. Rosemarie served as Director of Resource Development with the International Fund for Animal Welfare (IFAW) for nearly six years.
She served on Hope Health’s Philanthropy Committee, Chaired the Education Committee for Philanthropy Day on Cape Cod, and is a member of the 2010 class of the Cape Cod Leadership Institute. Rosemarie is also a former Board Member of the Alzheimer’s Services of Cape Cod and the Islands and the Junior League of Boston.
Currently, Rosemarie is a Trustee of Centerville Public Library and Chair of Cape Cod Hospital’s Patient and Family Advisory Council. Rosemarie has been a guest on Mindy Todd’s radio shows The Point discussing Philanthropy on Cape Cod and a presenter at Philanthropy Day on Cape Cod. She is currently a course instructor on Capital Campaigns at Cape Cod Community College’s Workforce Education Resource Center (WERC).
Erich Briggs: A founding partner of Butcher & Briggs, Mr. Briggs has provided campaign and development counsel to a variety of institutions throughout the United States over the past 44 years. He has directed campaigns and counseled churches, youth organizations and social service agencies.
Prior to founding Butcher & Briggs, Erich Briggs was a consultant for a national and a regional fundraising firm. An Eagle Scout, he started his career as a Professional Scouter. However, he was soon recruited by the United Way and for 23 years he served six communities, and was President and CEO in Butler, PA, Mt. Holly, NJ and Hampton, VA. Erich Briggs is a member of the United Way Retirees Association and has volunteered his time over the past as a mentor to new United Way Executives including Brockton MA and Juneau, Alaska.
During his 44-year career, Mr. Briggs has raised over $155 million, managed strategic planning, as well as designed and implemented programs, which have positively affected non-profit agencies and the lifestyle of all of the communities he served. A member and past president of the Board of Directors of the Philanthropy Partners of the Cape and Islands, Mr. Briggs also served as Co-Chair of Philanthropy Day on Cape Cod as well as being a past member for 9 years and secretary of the Board of Directors of the United Way of Greater Plymouth County.
Mr. Briggs received his Associate in Science Degree from Quincy Junior College and went on to graduate from Northeastern University, Boston, Massachusetts with a BS in Business. He then attained an MBA from Xavier University, Cincinnati, Ohio and also holds a certificate from the Executive Management Program at Harvard Business School. He and his wife Marie, reside in Plymouth, MA.
Carlyn J. Ellms – President, Board of Directors, West Falmouth Library. Carlyn worked in non-profit fundraising and development for over twenty-five years. Her experience includes Dana Hall School, Pine Manor College and health and human service organizations. In 2001, she moved to the Cape to head the Hospice Of Cape Cod Foundation and Development Director of Hospice and Palliative Care of Cape. One of her priorities was the capital campaign for the Mary McCarthy House. She has served on several boards including Falmouth Artists Guild and Harbor Health Services. She is currently leading the $2.9 capital campaign for the West Falmouth Library.
Lucy Steere was born and raised in Dallas, Texas while spending every summer of her life in Harwich Port. Lucy graduated from Vanderbilt University, spent twenty years as a Realtor in the Dallas market then changed careers and entered the world of professional development. On the Cape, she worked for Cape Cod Academy (Academy’s first full time Director of Development); Director of Development, Cape Museum of Art; VNA, Development Office; and Director of Alumna, Pine Manor College. Lucy served as a member of the Junior League of Dallas, Palm Beach, and Boston; Trustee, The Hockaday School; Member, Raymond Moore Foundation; Director, JFK Hyannis Museum Foundation, Inc.; and consultant, Red Skye, Bethany, CT. She spends my leisure time sailing, reading, and watching movies.
The luncheon is free to members of the PPCI; non-members pay $35. To register for the luncheon, please call (508) 280-1822, email [email protected] or please click here for online registration. If you are not currently a member you can also sign up with the registration link. Deadline for registration is Friday, June 10th, 2016.
Philanthropy Partners of the Cape and Islands
is pleased to share information on SCORE’s upcoming workshop:
Financial Reporting: External and Internal Reports
Cape Cod Five Cents Savings Bank, South Dennis
688 Main Street – Main Conference Room
South Dennis, MA 02660
May 10, 2016
Join us on May 10th, 2016 for Financial Reporting: External and Internal Reports. This program, conducted by Robert Bois, CPA covers what external reporting is required by the state and the IRS, the format of the reports and their due dates. In addition there is a review of types and formats of internal reports based upon their intended audience. Also, methods of accounting for various types of donor acquired funds will be covered. Bob’s extensive experience in nonprofit financial positions will allow him to share not only the fiduciary requirements, but also his personal experiences.
There is no cost associated with this training!
This program is brought to the nonprofit community through a grant from:
Philanthropy Partners of the Cape and Islands
The Philanthropy Partners of the Cape and Islands is pleased to announce that Kristin O’Malley of West Barnstable, Barbara Milligan, CFRE of Falmouth and Tamara Harper of Harwich, joined the Board of Philanthropy Partners of the Cape and Islands as Directors in January. They were voted in during the PPCI annual meeting, held in January at the Cape Codder Resort in Hyannis.
Kristin O’Malley is the Executive Director of the Cape Cod Foundation. She joined the staff of The Cape Cod Foundation in 2004 and transitioned to her leadership role in January 2013. Throughout her tenure at the Foundation, she has worked in areas including grantmaking, fund development and stewardship, strategic visioning and planning, community initiatives, and networking with regional nonprofits.
Kristin has been involved with many local community groups, including the Cape Cod Young Professionals; Cape Cod Chamber of Commerce’s Economic Development Pillar; Barnstable County Council for Children, Youth, and Families (now the Community Network of Cape Cod); the Youth Council of the Cape & Islands Workforce Investment Board; the Community Leadership Institute of Cape Cod & the Islands (Class of 2004 and Board Member 2004-2008); and the Middlebury College Alumni Admissions Program. Kristin is also a Trustee of the Joshua A. Nickerson Society and has served as a judge for the Massachusetts Nonprofit Network’s Excellence Awards. She has presented on grantmaking topics for various groups and has served as a spokesperson for local and national publications and media outlets in the areas of philanthropy and nonprofits.
Kristin, a native Cape Codder, holds a BA from Middlebury College and an MBA in Nonprofit Management from Suffolk University. She was named one of the 2012 “40 Under 40” leaders by Cape & Plymouth Business Magazine. Kristin resides in West Barnstable with her husband and two young children.
Barbara Milligan is the President & CEO of the Cape and Islands United Way, a local nonprofit organization that raises and leverages resources to ensure critical human services on Cape Cod, Martha’s Vineyard and Nantucket. In her current role, Milligan leads an annual campaign in excess of $1 million, liaisons with nearly 40 nonprofit Community Impact organizations, and encourages and promotes volunteerism through Cape Cod Volunteers. Previously she served as the President & CEO of Highfield Hall and Gardens in Falmouth where she supervised restoration of the historic estate, envisioned its transformation into a cultural center, and led the multi-million dollar fundraising effort. Milligan, who holds a Master’s degree in Public History, has more than 20 years of experience as a nonprofit director. She is a Certified Fund Raising Executive (CFRE) who has completed extensive coursework in fundraising. She has also served as a grant reviewer for federal programs, and as a peer reviewer for nonprofits, specializing in governance and operations.
Barbara Milligan is currently a member of the Cape Cod Economic Development Council, the Policy Board of the Cape & Islands Regional Network on Homelessness, the Regional Substance Abuse Council Prevention Workgroup, and Falmouth Town Meeting. Previously, she served on the boards of the New England Museum Association, the Cape and Islands Historical Association, Falmouth Historic District Commission and ArtsFalmouth.
Tamara Harper is the Director of Education and Community Outreach at Cape Cod Theatre Company and has been a leading force in theatre education on Cape Cod for the past 18 years.
At CCTC she has developed year round programming for Pre-K through Teens. She also leads CCTC’s extensive Outreach Program working with teachers to build programming that meets state curriculum frameworks. She has led workshops in Shakespeare, Greek Mythology, Creative Drama and Poetry and designed a Bullying and Teasing Prevention program that uses Creative Drama strategies to explore the dynamics of power and control. She is currently developing new programming at The Arts Center, a broad ranging educational satellite facility for CCTC.
Tamara is an award winning actress who has toured her one woman production Tamsen Donner; a Woman’s Journey throughout New England. Tamara serves on the Bush/Yale Schools of the 21st Century Committee and is Chair of the Board of the Charitable Foundation of the Harwich Chamber of Commerce. In 2015 she was awarded the first Social Collaboration in the Arts Award (with Lenore Lyons) from the Arts Foundation of Cape Cod for a bullying prevention curriculum called Know Myself, Understand Others. She served on the board for the Harwich Chamber of Commerce (2003-2011) and on the Education Task Force for the AFCC (2007-2010). She has facilitated workshops for organizations throughout the Cape including WE CAN and LIFE and Cape Cod Child Development.
At the annual meeting, the following board members were voted on as Officers: President Pauline Neves, CFRE of Mashpee, Vice-President Bea Gremlich of South Yarmouth, Jay Coburn of Truro, Treasurer, Kathy Zagzebski of Buzzards Bay, Secretary, and Christiane Perry of Chatham as Past President.
The board further consists of Directors Erica Waasdorp of Marstons Mills, Erich Briggs of Plymouth, Chris Ward of Centerville, Patricia Janiak of Plymouth. Douglas MacDonald of Falmouth, CPCU, CIC, CRM, and Diane Salomone, CTFA.
Click Here to view the 2015 Philanthropy Day Award Luncheon Video!
Thank you to all who came to the PPCI Annual Meeting on January 21, 2016!
Time to renew your membership with PPCI!
2015 Philanthropy Partners of the Cape and Islands membership Expired on
December 31, 2015. Renew your membership now by clicking here!
Open Invitation to Join the Philanthropy Partners of the Cape and Islands!
Philanthropy Partners of the Cape and Islands (PPCI) is a non-profit, volunteer-led organization that has been in existence on Cape Cod since 1991. PPCI members participate in lunches four times a year featuring guest speakers on topics relevant to members, including non-profit administration, fundraising, social networks, and special events. Click here to see what’s coming up for luncheons and workshops!
PPCI also hosts the annual Philanthropy Day conference. The recent 2015 Philanthropy Day was a full day of speakers knowledgeable on a multitude of topics, extended networking opportunities, and a luncheon featuring philanthropic award presentations. Cape & Island non-profit employees, estate planners, board members, and non-profit enthusiasts all around the area attend Philanthropy Day. PPCI members receive discounted admission to this event.
If you are not already a member, we encourage you to join! Members can attend quarterly luncheon meetings at no charge and receive discounted admission to Philanthropy Day. In addition, becoming a member means being associated with other members who share your interest and knowledge of philanthropy, offering networking and collaborating opportunities throughout the area. Click here to join!