Raising Funds and Friends

Sustainable Development Practices for Nonprofit Leaders

PPCI and SCORE Cape Cod and the Islands are pleased to present this session on creating and executing a sustainable development strategy for your nonprofit organization remotely on Wednesday, August 18th at 8:00 am.

Our esteemed panel will discuss proven ways to effectively and efficiently raise money and engage volunteers, as well as other important elements to include in a solid development plan. We will also explore how events fit into this plan, and the pros and cons of traditional, virtual and hybrid events. This session is geared to nonprofit leaders (CEOs, Executive Directors, Board of Directors, Development Directors, etc.) and will focus on strategy and best practices.

This session will be moderated by Marc Goldberg of SCORE Cape Cod and the Islands with panelists Cyndy Cotton, CFRE of Osterville Village Library, Bea Gremlich of Cape Cod Healthcare Foundation, and Lisa Guyon of WE CAN.

All are invited to attend free of charge with advance registration.

Register to attend August 18th

About Our Panelists

Marc GoldbergMarc Goldberg
A retired seasoned executive, during the past four decades, he has worked in all facets of domestic and international marketing, strategic & business planning and General Management. His focus has been attainable performance improvement through training and measurement. For almost 30 years his company, Marketech360 specialized in exhibitor staff training and measuring results at trade shows and events.

As a SCORE Mentor, Marc serves start-ups, small businesses wanting to grow and strategic planning for nonprofits.

He is the author of Small Doesn’t Mean Second Rate, Exhibiting in Mexico, Measurement Made Easy, and The Future of Healthcare Exhibit is Learning. Marc launched his ebook, Strategic Trade Show Success in 2016. He contributes a weekly column – Tips from SCORE – to the Cape Cod Times. It has been compiled into two eBooks.

Cyndy Cotton, CFRE
Cyndy CottonA longtime member of Philanthropy Partners of the Cape and Islands, Cyndy Cotton joined the PPCI board in 2020. A Cape Cod native, Cyndy served as a childhood volunteer at the Osterville Village Library, where she now serves as Executive Director. Her transition to leadership at the 136 year old non-profit follows her years as a library trustee and member of the library’s capital campaign. Cyndy’s contributions to the capital campaign helped achieve the desired result of a brand new 20,000 sq foot library facility in 2012.

Becoming a Certified Fundraising Executive and a graduate of Boston University Professional Fundraising Program are recent accomplishments. In addition to receiving the Paul Harris Fellow Award from Rotary International, Cyndy serves on the board for “EforAll,” a tremendously successful entrepreneurial incubator and the Greater Hyannis Chamber of Commerce. She is also a member of the Cape Cod Women’s Association.

Beatrice Gremlich
Bea GremlichBea is Director, Advancement for the Cape Cod Healthcare Foundation. She spent the first decade of her career in the hotel industry followed by a decade as a software industry sales professional selling Enterprise Resource Planning solutions to Fortune 50 companies. In 2008 she turned her sights to non-profit fundraising, spending four years as Director of Development for the Cape Cod Symphony and Conservatory before joining the Cape Cod Healthcare Foundation in September 2012.

Bea’s passion for philanthropy goes well beyond her day job. She is the President of the Board of Trustees of the Cultural Center of Cape Cod, Secretary of the Board of Directors of Philanthropy Partners of the Cape and Islands, Secretary of the Board of Directors of Community Visions, and serves on the Board of Directors of Yoga Neighborhood.

Lisa Guyon
Lisa GuyonLisa Guyon began her career in the for-profit sector in commercial real estate and the hospitality industry. In 2004, she founded Building Impact, an award-winning non-profit organization in Boston encouraging corporate citizenship in small and medium businesses. She went on to provide leadership at Housing Assistance Corporation in Hyannis.

Before joining WE CAN, Lisa served as Director of Community Benefits and Grants Administration at Cape Cod Healthcare where she directed a system-wide community benefits program and managed relationships with community organizations and coalitions, task forces, public health providers and governmental agencies.

Lisa currently serves on the Board for Community Development Partnership and founded and volunteers for the Cape Cod Pet Collective. She previously served on the Board of Cape Cod Young Professionals (CCYP) including serving as President of the Board of Directors in 2013 and 2014.

Lisa has been recognized as a Social Innovator for her non-profit business ventures by the Social Innovation Forum in Cambridge, MA and was selected as a ‘40 under 40’ rising business leader by the Boston Business Journal and Cape & Plymouth Business Magazine. She is a Cape Cod native, graduating from Harwich High School and Wheaton College and currently lives in West Barnstable.


Brought to you in part by Cape Cod 5, Eastern Bank, Cape Cod Healthcare Foundation, Kelley Foundation, and The Cape Cod Foundation.

Premier Sponsor: Cape Cod 5

Champion Sponsor: Eastern Bank

Erica Waasdorp Publishes Second Book: Monthly Giving Made Easy

Monthly Giving Made Easy by Erica WaasdorpErica Waasdorp, President of A Direct Solution, published her second book: Monthly Giving Made Easy. This How-To-Guide consists of 130 pages, filled with 95 short chapters, practical how-to tips, examples, exercises and case studies.

Monthly Giving has become more popular than ever before, especially during the pandemic, but there’s still some hesitation. This book will do away with that once and for all.

If you are looking to find a way to help your nonprofit raise the sustainable revenue you need to keep your mission going, no matter what happens, this book is for you. Monthly Giving is Easy. You just have to apply the learnings from this book and start asking your donors to give in a way that’s easy for them.

Nonprofits of any size can benefit from this easy-to-read book and implement monthly giving practices in their own organizations right away. Available in paperback for $24.95 plus shipping and handling on amazon or as e-book from your favorite location. ISBN: 978-0-9859683-2-8.  Ebook ISBN: 978-0-9859683-3-5.

Read the full press release [PDF] or visit her website at www.adirectsolution.com for additional information.

Fundraising in a Time of Crisis: Following the Fundamentals

This spring has brought renewed hope that there’s better – more normal – days ahead. What does that mean for leading your organization’s fundraising efforts? In this session we look at how fundraising fundamentals helped us through the last 12-months and provide direction for the uncertain path ahead.

Join us us remotely on Wednesday, May 19, 2021 at 9:00 a.m. for Fundraising in a Time of Crisis: Following the Fundamentals, moderated by Cyndy Cotton of the Osterville Village Library.

Hear from PJ Richardson, Chief Development Officer at the YMCA Cape Cod on how their fundraising plans have been their north star and helped deepen board member engagement and relationships.

Wendy Cullinan, Executive Director of Habitat for Humanity Cape Cod, and Pauline Neves, Senior Consultant for Harrington Management International will discuss the benefits of getting back to the fundamentals of fundraising and stewardship in 2020 and 2021 and how that positively impacted Habitat’s mission.

Come prepared to share what worked and what didn’t for you and your organization and bring your questions! Moderated by Cyndy Cotton of the Osterville Village Library.

This event is FREE to attend with advance registration for current PPCI members; and $10 per person for non-members. To attend this event, please register online via the link below.

Register to attend May 19th

About Our Speakers

PJ Richardson

PJ Richardson

PJ Richardson

PJ has worked at the YMCA Cape Cod since early 2000 when he was hired to expand the YMCA’s Camp Lyndon property in order to better serve the year round community with an emphasis on teen and family programming as well as community development.

In 2010 the YMCA Cape Cod promoted PJ to Chief Financial Development Officer. PJ now utilizes his community development skills to help tell the Y story to the community and ensure the Y has the necessary philanthropic support to deliver on their mission. PJ believes that it is his responsibility to nurture the potential of  children and teens. By instilling core values in children, we change our future in subtle life-altering ways. PJ has enjoyed a successful career focused on securing the resources needed to ensure that the YMCA Cape Cod is able to keep our promise to the community. PJ embraces the Y’s promise that no child will be turned away from its supportive programs and enriching opportunities due to an inability to pay. PJ considers himself to be part of a team of professionals who pride themselves on being the change they want to see in the world.

PJ received his B.A. from West Virginia Wesleyan College with a Major in Government and a Minor in Sociology. He lives in Centerville with his wife Naomi, their sons Sam, twins Henry and Simon, daughter Annie and their golden retriever, Poppy. PJ and his family spend their time hiking, paddling, fishing, volunteering and just enjoying all the natural beauty of Cape Cod.

Wendy Cullinan

Wendy Cullinan

Wendy Cullinan

Wendy Cullinan is the Executive Director for Habitat for Humanity of Cape Cod, formally the  Director of Resource Development. Prior joining Habitat in 2013, Wendy enjoyed working as a consultant for several Cape Cod non-profits including, the National Marine Life Center, Association to Preserve Cape Cod, Woods Hole Research Center and Gosnold Treatment Center. Earlier in her career she worked in restaurant management and event planning.  Originally from Connecticut, Wendy raised her three children in Sandwich, where she was a volunteer for many school programs, taught Art History and was a member of the School Council. She is a former board member of Philanthropy Partners of the Cape and Islands and served for several years on the Philanthropy Day planning committee.

Pauline Neves, CFRE

Pauline Neves, CFRE

Pauline Neves, CFRE

Pauline is a senior consultant with Harrington Management International and is passionate about helping nonprofits achieve their missions. For almost 20 years she has made a positive impact on Cape Cod organizations and their constituents. As a nonprofit leader and fundraising specialist Pauline is known for her skills and attention to both the art and science of the craft. She enjoys building fundraising teams that succeed by using best practices and data to inform a donor-centric program. An honest and sincere relationship builder, Pauline loves being the matchmaker by assisting organizations to find, cultivate and retain meaningful donor support. She is experienced in all facets of a robust fundraising program, including capital campaigns from pre-campaign planning to kick-off to post-campaign stewardship.

In addition to the nonprofit sector, Pauline has also worked in the journalism and finance sectors. She credits both experiences in helping her to be an insightful and strategic fundraising professional focused on the big picture.

Most recently Pauline served as Senior Development Officer for Cape Cod Healthcare (CCHC) as a member of the major gift fundraising team for the region’s largest healthcare provider. Prior to CCHC, Pauline was the VP of Philanthropy for HopeHealth, Massachusetts. In this position, she was responsible for the leadership of a comprehensive and cost-effective, fundraising program that aligned with the vision and strategic goals of the organization.

Pauline is a Certified Fund-Raising Executive (CFRE) and has a bachelor’s degree in journalism from the State University of New York at New Paltz. She also holds a certificate in Nonprofit Management and Leadership from the Institute of Nonprofit Practice/Tufts University. An involved member of the philanthropy professional community, Pauline is a former board member and past president of Philanthropy Partners of the Cape & Islands and a past co-chair of Philanthropy Day on Cape Cod.  Pauline lives in Mashpee with her husband, Brian, and their dog Buddy. She welcomes a conversation with nonprofits in need of fundraising guidance, with or without Buddy.


Brought to you in part by Cape Cod 5, Eastern Bank, Cape Cod Healthcare Foundation, Kelley Foundation, and The Cape Cod Foundation.

Premier Sponsor: Cape Cod 5

Champion Sponsor: Eastern Bank

Fiscal Literacy for Non-Profit Organizations

The Philanthropy Partners of the Cape and Islands (PPCI) invites you to attend Fiscal Literacy for Non-Profit Organizations with Tammy Saben of Glivinski and Associates on Wednesday, April 28, 2021 at 9:00 am.

Nonprofit fundraisers have a passion for their organization’s mission, but sometimes lack familiarity with financial reports, cash flow or how to be the best stewards of hard earned funds. The intent of this workshop is to increase financial literacy by reducing the mystery of nonprofit budgets, financial reports and audits which may help you and your organization to implement best business practices and more transparent reporting to better fulfill your mission..

This event is FREE to attend with advance registration for current PPCI members; and $10 per person for non-members. To attend this event, please register online via the link below.

Register to attend April 28th

 

About Our Speaker

Tammy Saben

Tammy Glivinski Saben

Tammy Saben

Tammy Saben, a 3rd generation Cape Codder, moved home from California 27 years ago. She immediately recognized that local expanding businesses needed sound, relevant financial information and solid best business practices for managing successful, sustainable entities. Thus she launched Glivinski & Associates 20 years ago to fulfil that need. The South Yarmouth team has grown to 11 professionals who manage the books, while providing controller and CFO level services to over 150 small local businesses, including 65+ non-profit organizations. The clients will confirm, that their survival of cyclical revenue streams, high costs and staff challenges were directly related to sound and feasible guidance provided by Tammy and her team. Tammy is a high-honors graduate of Suffolk University by way of Cape Cod Community College. In 2017 she was appointed by Governor Baker to the Board of Trustees of the Cape Cod Community College, and subsequently appointed Chair. Tammy also serves on the boards for Cape & Islands United Way, is the Treasurer for Friends of Children’s Cove, a past-President of Yarmouth Rotary Club and recipient of many community awards including the most recent, top 10 of 10 Suffolk Grads, The Hyannis Chamber Patrick Butler, Citizen of the Year, and The Cape Cod Center for Women’s, Beacon of Hope. Tammy and her husband, Jim live in Yarmouth Port. They remain active sailing, skiing, cycling and more. They have 3 grown daughters and 5 beautiful grandchildren.


Brought to you in part by Cape Cod 5, Eastern Bank, Cape Cod Healthcare Foundation, Kelley Foundation, and The Cape Cod Foundation.

Premier Sponsor: Cape Cod 5

Champion Sponsor: Eastern Bank

Meet-the-Donors: Cape & Islands

Philanthropy MassachusettsJoin Philanthropy Massachusetts and Philanthropy Partners of the Cape & Islands (PPCI) on Friday, April 9th from 2:00 pm – 4:00 pm for a virtual visit to the Cape & Islands for this installment of Meet-the-Donors!

We welcome a range of funders with varied focus areas. We will learn about the specifics of each of these foundations and also hear tips on how to get on the radar of a funder, how to make a compelling proposal, and much more.

The discounted member rate to attend this event is $25 with advanced registration; and guests may attend for $40.

Register Now

Our Panelists:

The format of the program includes a moderated intro portion followed by attendees working in groups to develop questions for the moderator to pose to the panelists. In the final 30 minutes, panelists will break off into individual breakout rooms for a more informal meet-and-greet with attendees. Feel free to drop in to ask a follow-up question or make a quick hello.

These programs are great for those who are new to development work as well as seasoned pros seeking some tips to add to their toolbox.

Philanthropy Massachusetts has partnered with Philanthropy Partners of the Cape & Islands on this session. PPCI Members will receive the discounted member rate by registering in advance with PPCI directly.

The discounted member rate to attend this event is $25 with advanced registration; and guests may attend for $40.

The name and email address of registered attendees will be shared with Philanthropy Massachusetts in order to receive event updates and follow-up materials.

Register Now

Mike Trovato joins Pleasant Bay Community Boating

Mike Trovato

Mike Trovato

Pleasant Bay Community Boating (PBCB) announced the appointment of Mike Trovato as their new Executive Director.

Trovato joins PBCB with significant managerial, marketing, and fundraising experience in both the private and public sectors including management of well-known international sailing events such as Key West Race Week and US port stopovers for the round-the-world Volvo Ocean Race.

He is also a co-founder of Sail Cape Cod, where he was President and volunteer Executive Director for several years and was instrumental in the development of their adaptive and outreach programs in addition to organizational management and advancement.

“Mike has demonstrated that he understands community boating and is passionate about it” said PBCB Board President Ted Baylis “we think his experience, his skills and his leadership will be a big asset as PBCB continues to grow and mature”.

PBCB’s programs include youth and adult sailing and paddling programs, learn-to-sail courses, Sailing & Science Summer Camp for children, boat rentals, marine education and environmental stewardship programs and a Speaker Series. Some welcome additions for 2021 will include a new ADA-compliant dock to expand the adaptive programs and a floating classroom research vessel for the marine education and environmental stewardship programs.

Read the full press release [PDF] or visit their website at https://pbcb.cc/.

Virtual Events for Nonprofits

The Philanthropy Partners of the Cape and Islands (PPCI) invites you to attend Virtual Events for Nonprofits with Chris Schultz of New Latitude Event Solutions and Amanda Kaiser of EforAll Cape Cod on Wednesday, March 17, 2021 at 9:00 am.

WHAT’S NEXT? With the COVID vaccine distribution underway and a return to normal life on the horizon, many organizations are struggling with how to connect with their audiences in a safe way until the distribution is complete. Most models show that it will be at least Fall of 2021 before life will begin to return to normal. ZOOM fatigue is a real thing. So how can you stay relevant and engaged?

Chris will discuss the benefits (and some of the tricks) to using the zoom platform that will help event novices look like seasoned pros. He will explore how to effectively take an event from the virtual to the hybrid arena and the associated costs and benefits of making the leap.

Amanda will explain how her organization pivoted to virtual events, the different tools used, and lessons learned. She will also share thoughts on incorporating virtual events in the future.

This event is FREE to attend with advance registration for current PPCI members; and $10 per person for non-members. To attend this event, please register online via the link below.

Register to attend March 17th Meeting

 

About Our Speakers

Chris Schultz

Chris SchultzChris Schultz is the owner of New Latitude Event Solutions, a service which supports struggling fundraisers through reimagining their development events. From Event Concept and Strategy, to Logistics, production and execution, New Latitude brings an innovative virtual and hybrid approach that drives our client’s fundraisers to new latitudes.

Chris’ decades of experience in planning and executing entertainment focused events, allows for nimble planning and flawless execution. In 2020 he shifted his focus to support organizations struggling with how to translate their current fundraising efforts to new and engaging platforms. Chris is trained as a COVID Compliance Officer and can modify and integrate these compliance services to accommodate client needs.

Chris broadcasts “Latitude Live” as a weekly series on YouTube. This series is geared toward Event Planners and Marketers curious about new trends in the industry, or just looking for a pep talk.

Amanda Kaiser

Amanda KaiserAmanda Kaiser is committed to the success and vitality of the Cape Cod community.

Kaiser graduated from Suffolk University with highest distinction and holds a Bachelor of Science degree in Journalism and Communication. She was recognized in 2018 by Cape & Plymouth Business Magazine as a “40 Under 40 Rising Young Leader.”

Kaiser has a wide breadth of professional experience. She is the program manager for EforAll Cape Cod, helping entrepreneurs turn their business ideas into reality.

Kaiser formerly worked as the Marketing & Events Manager for Cape Cod Beer where she managed hundreds of for-profit and non-profit events annually and administered a fully integrated marketing campaign.

Kaiser also has professional experience in project management, finance and management consulting.

 


Brought to you in part by Cape Cod 5, Eastern Bank, Cape Cod Healthcare Foundation, Kelley Foundation, and The Cape Cod Foundation.

Premier Sponsor: Cape Cod 5

Champion Sponsor: Eastern Bank

Pauline Neves, CFRE, Joins Harrington Management as Senior Consultant

Pauline Neves, CFRE

Pauline Neves, CFRE

Harrington Management International (HMI) announced the addition of Pauline Neves, CFRE, as Senior Consultant to the organization. HMI is a management consulting firm, based in Osterville, Massachusetts, which specializes in nonprofit organizations.

Prior to joining HMI, Neves served in senior fundraising roles for organizations including Cape Cod Healthcare and HopeHealth, Massachusetts, where she spent nearly a decade in leadership positions growing a robust philanthropy program across Eastern Massachusetts with an emphasis on Cape Cod. While at HopeHealth, Neves also led the philanthropy team to secure the organization’s first seven-figure gift. She has also directed capital initiatives and, while at Cape Cod Healthcare, she was part of the team working on the organization’s $125M Capital Campaign.

Neves has been active in professional associations throughout her career, especially Philanthropy Partners of the Cape & Islands where she served as president for three years, as a co-chair of Philanthropy Day on Cape Cod, and as a board member. She also served on the New England Association of Healthcare Philanthropy’s conference committee. Neves is currently a volunteer board member for the Cape Cod Theatre Company / Harwich Junior Theatre. She has also presented at regional and local conferences. Neves is a Certified Fundraising Executive (CFRE) and holds a certificate in Nonprofit Leadership and Management from the Institute for Nonprofit Practice.

Continue reading at https://www.harringtonmanagement.com/hmi-news/

Nonprofit Networking: February 24

The Philanthropy Partners of the Cape and Islands (PPCI) invites you to a free Nonprofit Networking Event at 9:00 am on Wednesday, February 24th, 2021.

Join fellow nonprofit professionals, volunteers and board members to network remotely and learn more about each other and celebrate Philanthropy.

This event is FREE to attend with advance registration for both PPCI members and non-members, please register online via the link below. Deadline for registration is Tuesday, February 23rd, 2021.

Register Now for Feb 24th

 


Brought to you in part by Cape Cod 5, Eastern Bank, Cape Cod Healthcare Foundation, Kelley Foundation, and The Cape Cod Foundation.

Premier Sponsor: Cape Cod 5

Champion Sponsor: Eastern Bank

2021 Annual Meeting with Vu Le

The Philanthropy Partners of the Cape and Islands (PPCI) is thrilled to welcome Vu Le, nationally recognized speaker and author of the popular blog Nonprofit AF, as the keynote speaker at the upcoming Annual Meeting on Thursday, January 28, 2021 at 12:30 pm.

Join Vu in this virtual presentation as he shares his candid, humorous approach to nonprofit work-the good, the bad, and the ugly-while also celebrating the power of the sector.

A Time for Boldness: Equity, Unrestricted Funding, and How to Unlock Our Full Awesomeness!

During these challenging and tumultuous times, nonprofits have played a vital role. We are as essential as air. While the pandemic and society’s reckoning with systemic racism brought about some changes in our sector, we still have many philosophies and practices that are archaic and ineffective. These include the idea of restricted funds, the nonprofit hunger games, the concept of self-sustainability, and the way we do fundraising and advance equity. It is time for nonprofit and philanthropy to let go of some things, embrace some new ideas, and get others to come along. Get ready to be entertained, challenged, and provoked.

This event is FREE to attend with advance registration for current PPCI members; and $25 per person for non-members. To attend this event, please register online via the link below. Deadline for registration is Tuesday, January 26th.

Register to attend January 28th Meeting

PPCI Board President Sarah Tribuzio will preside over a very short business meeting, followed by the guest speaker.

The following slate of officers and directors to be voted on at the Annual Meeting on January 28, 2021:

Officers for 2021:*

President: Sarah Tribuzio, Decatur House
Vice President (Education): Jennifer Cummings, Cape Cod Healthcare Foundation
Vice President (Marketing & Membership): Christopher Ellis, Community Health Center of Cape Cod
Treasurer: Kathy Zagzebski, Karen Beasley Sea Turtle Rescue and Rehabilitation Center
Clerk: Beatrice Gremlich, Cape Cod Healthcare Foundation
Immediate Past President: Kristin O’Malley, The Cape Cod Foundation

Directors for 2021:*

Barbara Cotton, American Red Cross
Cyndy Cotton, Osterville Village Library
Gerard Desautels, Outer Cape Health Services
Vanessa Greene, Cape Cod 5
Tamara Harper, Cape Cod Theatre Company / Harwich Junior Theatre
Laurel Hartman, Cape & Plymouth Business Publishing
Rosemarie Resnik, Resnik Associates
P.J. Richardson, YMCA Cape Cod

*By means of written notice received by the Secretary at least seven (7) days prior to the date of said Annual Meeting, any group of Members exceeding three (3) in number may nominate additional candidates to fill forthcoming vacancies on the Board and among the officers.

About Our Speaker: Vu Le

Vu LeVu Le (“voo lay”) is a writer, speaker, vegan, Pisces, and the former Executive Director of RVC, a nonprofit in Seattle that promotes social justice by developing leaders of color, strengthening organizations led by communities of color, and fostering collaboration between diverse communities.

Vu’s passion to make the world better, combined with a low score on the Law School Admission Test, drove him into the field of nonprofit work, where he learned that we should take the work seriously, but not ourselves. There’s tons of humor in the nonprofit world, and someone needs to document it. He is going to do that, with the hope that one day, a TV producer will see how cool and interesting our field is and make a show about nonprofit work, featuring attractive actors attending strategic planning meetings and filing 990 tax forms.

Known for his no-BS approach, irreverent sense of humor, and love of unicorns, Vu has been featured in dozens, if not hundreds, of his own blog posts at NonprofitAF.com, formerly nonprofitwithballs.com.


Brought you in part by Cape Cod 5, Eastern Bank, Cape Cod Healthcare Foundation, Kelley Foundation, and The Cape Cod Foundation.

Premier Sponsor: Cape Cod 5

Champion Sponsor: Eastern Bank