Fundraising During Crisis: Major Gifts

Virtual Meeting on Wednesday, August 19, 2020 at 9:00 a.m. (Check-in at 8:45 am)

Join us online to learn what is happening with major gift programs on Cape Cod during the pandemic. Are you shying away from asking for large gifts? Are donors shying away from committing to large gifts? Is this the perfect time to get those big commitments?

Hear from Rose Resnik, Rosemarie Resnik & Associates, with an overview of the major gift landscape on Cape Cod. Rose will present with Jennifer Bryant, Director of Development, Cape Cod Commercial Fishermen’s Alliance. We will also hear from Deborah Dougherty, CFRE, Director of Major Gifts, Cape Cod Healthcare Foundation, on the health system‘s experience with its major gift program these last few months.

Then we will break into small groups to discuss your own experiences, issues, and questions. This is the second session in the series Fundraising During Crisis.

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 by August 17th to receive event login details.

Register Now

About Our Speakers

Rose Resnik

Rose ResnikRosemarie Resnik is President of Rosemarie Resnik and Associates, Inc., a full service nonprofit and fundraising  consulting firm located in Osterville. She has consulted with nearly 50 non-profit organizations on Cape Cod 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, Rosemarie has career-long experience planning, directing, and executing successful fundraising operations.

Rosemarie has previously held positions in alumni relations and fundraising at Harvard University/Radcliffe College, the Massachusetts Institute of Technology (MIT), and the International Fund for Animal Welfare (IFAW). She has also served as Chair of the Education Committee for Philanthropy Day on Cape Cod, and currently chairs Cape Cod Hospital’s Patient and Family Advisory Council, and is a board member of Philanthropy Partners of Cape Cod and the Islands.

Rosemarie has previously presented at Philanthropy Day on Cape Cod, and is also a regular instructor at Cape Cod Community College’s Workforce Education Resource Center (WERC).

Jennifer Bryant

Jen BryantJennifer Bryant is the Director of Development for the Fishermen’s Alliance. Being a native Cape Codder, she feels fortunate to have grown up by the ocean and to be raised in a close-knit community. Jennifer has been involved in the non-proft world since she was a teen and has years of both professional and volunteer experience. She has successfully led several fundraising efforts for large and small nonprofit organizations, locally and across New England.

With a degree from the University of New Hampshire in Social Services, she has always been dedicated to helping people and coming together to build strong communities. The highlight of her career was the experience she gained as Social Services Coordinator with Head Start for 6 years in Florida, Maine and New Hampshire. Jennifer’s primary responsibilities at the Fishermen’s Alliance include managing the annual fund, community partnerships, major gifts and foundation relations.

Deborah Dougherty, CFRE

Deb DoughertyDebbie has over 40 years experience in healthcare marketing and philanthropy. She was named Director of Marketing for Falmouth Hospital in 1991 and later was appointed Director of Marketing Communications for Cape Cod Healthcare after the merger with Cape Cod Hospital in 1996. In 2002, she joined the staff of the Cape Cod Healthcare Foundation as a major gifts officer.

Today she is the Director of Major Gifts for the Foundation which is in a campaign to raise $125M to support capital projects and services at Cape Cod Hospital, Falmouth Hospital, the VNA of Cape Cod and the JML Care Center.

Previously, Debbie held management positions at Gosnold on Cape Cod, American Red Cross Blood Services, and the Harvard Community Health Plan.

Originally from Michigan, Debbie is a graduate of Boston University. She serves on the boards of Highfield Hall, the Falmouth Chamber of Commerce and Recovery Without Walls, a charity founded by her husband, Bill.

The parents of two grown daughters, Debbie and Bill live in North Falmouth with their beloved, three legged cat Dexter.

Register for this August 19th event.

Virtual Coffee Chat with the Cape & Islands United Way

PPCI Virtual Coffee Hour
Wednesday, June 17th from 9-10am

You are invited to join the Philanthropy Partners of the Cape and Islands for an online virtual coffee hour to discuss relevant issues for Cape and Islands nonprofits.

This online event will take place on Wednesday, June 17, 2020 from 9:00 a.m. to 10:00 a.m. using the online platform Zoom.

Mark Skala, president and CEO of the Cape and Islands United Way, will join us to share his view of the state of funding for our nonprofit community.

Then we will breakout into smaller round table-type groups where you will be assigned based on your topic selection made during registration. This will be followed by a second session of randomly assigned groups of up to 6 people. PPCI Board members will be assisting with facilitating conversations.

This event is FREE to attend with advance registration for current PPCI members and non-members may attend at $10 per person.

To attend this event, please register online via the link below. Deadline for registration is Monday, June 15th, 2020.

Register Now

About Mark Skala

Mark SkalaMark Skala Mark is a seasoned marketing executive, journalist, and community leader. He comes to the United Way with a wealth of experience, most recently serving as vice president at Lighthouse Media Solutions, where he oversaw client relations services as well as the company’s TV shows and video production. He previously worked in executive roles at Bank of Cape Cod and GateHouse Media.

Good Morning Cape Cod Virtual Coffee Hour

We hope you and your loved ones are staying safe and healthy. As we navigate these challenging times, it is important to stay connected with our peers and support systems – now more than ever.

Know that PPCI is here for you as a network of like-minded nonprofit professionals. In keeping with our mission to facilitate connection and networking opportunities within our sector, we will continue to offer you ways to communicate about issues that are important and relevant to you.

So, let’s connect!

You are invited
“Good Morning Cape Cod” Virtual Coffee Hour

Wednesday, May 20th from 9-10am
A free, virtual coffee hour to discuss relevant issues for Cape nonprofits.

What would you like to talk about?
Zoom information provided upon registration.

What are your top three, most burning topics that you’d like to address?
These responses will structure the facilitated conversation we have during the event, so please let us know!

Thank you for all the important work you are doing. We will get through this together.

Register Now

2019 Quarterly Breakfast Roundtable: Meet The Funders

Philanthropy Partners of the Cape and Islands
Quarterly Breakfast

September 10, 2019
at the Hyannis Golf Course

The Philanthropy Partners of the Cape and Islands invites you to Meet the Funders at our quarterly breakfast event on September 10th, 2019 from 8:00 a.m. to 10:00 a.m. at the Hyannis Golf Course, Route 132, Hyannis.

Schedule
8:00 a.m. – Breakfast and networking
8:45 a.m. – Opening remarks
8:50 a.m. – Roundtable sessions begin
9:50 a.m. – Final remarks
10:00 a.m. – Breakfast ends

Register Online Now

Meet The Funders

  • Janet Taylor
  • Dara Gannon, The Cape Cod Foundation
  • Margaretta Andrews, Community Foundation of Nantucket
  • Lisa Oliver, Cooperative Bank of Cape Cod
  • Christina Bologna, Cooperative Bank of Cape Cod
  • Nancy Huntington Stager, Eastern Bank
  • Leslie Poulin, First Citizens’ Federal Credit Union
  • Bert Talerman, Edward Bangs Kelley and Elza Kelley Foundation
  • Mark Skala, Cape and Islands United Way

Moderator: Janet Taylor
Janet TaylorJanet Taylor joined Ropes & Gray, a Boston law firm, as Philanthropic Advisor in 2001, bringing her experience working with private foundations, corporate giving programs and family philanthropy. In her role, she assists clients and their families in making their charitable giving more fulfilling and effective.

Since 1999, Janet has also served as Managing Trustee of the C. F. Adams Charitable Trust, which focuses on the Downeast region of Maine and Children’s Behavioral Health in Massachusetts. Janet’s background includes 14 years with Raytheon Company where she was responsible for the corporate-wide community relations and contributions program, the scholarship program for children of employees and the United Way campaign. She also served for 9 years as President of Associated Grantmakers of Massachusetts (Philanthropy MA), a regional association of foundations and corporations that promotes professionalism and collaboration among donors and nonprofit organizations.

Dara Gannon, The Cape Cod Foundation
Dara GannonDara Gannon joined The Cape Cod Foundation as Program Officer in 2013 and was promoted to Director of Programs and Donor Services in 2018. In this role, Dara oversees the grant and scholarship programs for the Foundation with annual distributions exceeding $3.6million. She also provides support to grantees and seeks to evaluate and expand impact. In addition, Dara manages the Foundation’s portfolio of donor-advised funds and works with donors to help achieve their philanthropic goals.

Dara is a past Board member of Cape Cod Young Professionals and the Cape Cod Technology Council. She has served on the Workforce Investment Board Youth Council and planning committee for Philanthropy Day on Cape Cod. She is a graduate of the Community Leadership Institute of Cape Cod & the Islands and was named one of the 2014 “40 Under 40” leaders by Cape & Plymouth Business Magazine.

Dara earned a B.A. in Sociology from the University of Colorado at Boulder and a certificate in Nonprofit Management and Leadership through the Institute for Nonprofit Practice at Tufts University’s Jonathan M. Tisch College of Civic Life. She has lived on Cape Cod since 2011.

Margaretta Andrews, Community Foundation of Nantucket
Margaretta AndrewsMargaretta Andrews, Executive Director of the Community Foundation of Nantucket, was born in Wilmington, Delaware, and has generational ties to Nantucket going back to the 1930’s. After graduating from St. Lawrence University, she moved to Nantucket year-round in 1979, and worked for the Nantucket Conservation Foundation and then the Nantucket Cottage Hospital. She married Bill Andrews in 1988 and began volunteering in the early 1990’s. She has served on the boards of the Children’s House Montessori School, Friends of Nantucket Public Schools, Nantucket Student Lacrosse, both the Cyrus Peirce and Nantucket High School Councils, and the Nantucket Cottage Hospital where she served as Chairman of the Board of Trustees from 2001-2008, and is currently an honorary trustee. She was the Secretary/Treasurer of the Nantucket Platform Tennis Association from 1991 to 2013. Margaretta joined the Community Foundation for Nantucket as Executive Director in October 2008.

Lisa Oliver, Cooperative Bank of Cape Cod
Lisa OliverLisa Oliver brings over 30 years of financial services experience to her role as President and CEO of The Cooperative Bank of Cape Cod. The 5th President in the Bank’s 98-year history, she’s the first woman to assume the role.

Prior to leading The Coop, she spent 25 years at Cleveland, Ohio-based KeyBank where she rose quickly and assumed several senior leadership roles. Before relocating back to the Northeast, she was the Executive Vice President and Head of Business Banking, leading the company’s $3 billion business banking unit. Early in her career, she led business banking teams across Maine, Vermont, New Hampshire, and New York as the Northeast Sales Executive and Segment Leader. After moving to Cleveland, Oliver served as the President of the Greater Cleveland District for 13 years, guiding the Bank’s 85 branch locations, as well as the commercial, business, and private banking sales teams to success.

Throughout her time at KeyBank, Oliver led the bank’s extensive philanthropic initiatives and remains a passionate advocate for volunteerism. She is deeply entrenched in the Cape’s philanthropic community. Among her notable accomplishments since joining The Coop was the establishment of The Cooperative Bank of Cape Cod Foundation Trust in 2018. “The Coop Foundation” will significantly expand the bank’s philanthropic reach, awarding grants to 501(c)(3) organizations that meet the fundamental needs and challenges of people in the communities the bank serves.

Oliver is also a board member of The Cape Cod Foundation and Cape Cod Chamber of Commerce; an Ambassador for the YMCA of Cape Cod; and a Member of Women United, an affinity group of the Cape & Islands United Way. She frequently speaks to business and civic organizations and was a guest presenter at the 2018 BAI Banking Conference, speaking on the topic of “High Touch Coaching in a Digital World.” She was equally involved in Ohio’s philanthropic community during her two decades at KeyBank. She served in numerous leadership capacities with organizations including the Rock and Roll Hall of Fame, United Way, American Heart Association, and Cleveland Botanical Garden. She was also Co-Executive Chair of the Young Professionals Key Business Networking Group and was honored by the YWCA Greater Cleveland as a Woman of Achievement Recipient.

A graduate of Colgate University where she studied International Relations and French, Lisa went on to complete an Executive Leadership Program at Case Western Reserve University. She was raised in Kingston, New York and spent many years in the Northeast prior to moving to Ohio to join KeyBank. No stranger to Cape Cod, she spent the last 20 years vacationing on the Outer Cape. Her love of our beautiful and close-knit community was a driving force in her desire to relocate here as an empty-nester with her husband, a native of Sharon, Massachusetts, and two black labs.

Christina Bologna, Cooperative Bank of Cape Cod
Christina BolognaChristina Bologna is the Community Relations Officer for The Cooperative Bank of Cape Cod. Starting as a Marketing Coordinator, Christina has quickly advanced during her time at the Bank to take on increasing responsibility, culminating in creating and helping to launch The Cooperative Bank of Cape Cod Charitable Foundation Trust in December of 2018. Responsible for the daily management of both The Coop Foundation and the Bank’s internal Charitable Giving, Christina is able to marry her passion for nonprofits with her desire to make a positive difference in the community. She has extensive experience working for and with the nonprofit sector.

Before joining the Bank in 2013, Christina worked for Coastal Community Capital, a Community Development Company in Centerville, managing their annual workshop series, social media, client database, and daily operations.

Graduating with a degree in Communications from Waynesburg University in Pennsylvania, she spent a year in Pittsburgh serving as an AmeriCorps VISTA for Habitat for Humanity of Greater Pittsburgh. As the Faith Relations Coordinator, she successfully completed the first Faith Build in the region in partnership with the Episcopal Diocese of Pittsburgh. Before moving back to Cape Cod, she spent time in Brooklyn, NY where she worked at an up-and-coming art gallery in Boerum Hill, managing daily operations and coordinating special events such as art openings, private concerts, and weddings.

Deeply involved in philanthropy on the Cape, she currently sits on the Board of Directors for Cape Cod Young Professionals and serves as a Work Support volunteer for WE CAN. Her past involvement includes serving on the Board of Directors for Community Leadership Institute of Cape Cod, Cape Cod Children’s Museum, and VoiceBox Media, a media outlet that reports on the people, models, policies and organizations working to alleviate global social issues. Additional past service includes sitting on the Marketing Committee for Calmer Choice, the Faith Relations Committee for Habitat for Humanity of Cape Cod, chairing the Events Committee for CCYP, and co-chairing the Sponsorship Subcommittee on the Philanthropy Day Committee.

Christina grew up on Cape Cod and currently lives in Yarmouth Port. She is active in her local church and can be seen at most CCYP events or anything involving supporting local businesses and nonprofits.

Nancy Huntington Stager, Eastern Bank
Nancy Huntington StagerNancy Huntington Stager leads Eastern Bank’s philanthropy, volunteerism programming, and civic advocacy. Having joined the Bank in 1995 as Chief HR Officer, Nancy has actively shaped the culture the Bank enjoys today as consistently one of the “Top Places to Work” in the region, as well as the Bank’s corporate social responsibility reputation in the communities of eastern Massachusetts, southern & coastal New Hampshire, and Rhode Island.

She guides efforts to ensure that the Bank retains a welcoming environment in which all colleagues can be their authentic selves and collaborate to best serve the needs of Eastern’s customers. She reaches beyond the four walls of the Bank to lead change within the communities that Eastern serves. As Eastern’s executive officer for the Bank’s foundations for nearly 20 years, she is dedicated to creating robust programming to celebrate and assist our communities, as well as serving as a strong advocate for economic inclusion and mobility and other social justice causes aimed at creating a better, fairer, more sustainable world. At over $120MM in assets, Eastern Bank Charitable Foundation (EBCF) remains focused on the communities within Eastern’s footprint, providing over $10MM in grants to more than 1600 local organizations each year. She is also, Co-Founder and President of the Foundation for Business Equity, a private foundation started through a $10MM grant from EBCF which is working with Black and Latinx enterprises in MA, NH and RI, building capacity, and facilitating access to capital and contracts, which enable growth.

Nancy has received numerous awards for her leadership in Diversity, Equity & Inclusion and Corporate Social Responsibility, most recently from the American Banker Association with the Community Commitment Award for Economic Inclusion; as well as from the Boston Business Journal with a Leaders in Diversity Award for Corporate Social Responsibility and the Lifetime Achievement Award as a Leader in Diversity; from the YWCA Boston with her induction to their Academy of Women Achievers; and the Medal of Honor from the National Center for Race Amity.

Nancy remains involved on a number of community boards across the Greater Boston area. She grew up on Long Island, NY, graduated from Cornell University, and now resides in Reading, MA.

Leslie Poulin, First Citizens’ Federal Credit Union

Leslie PoulinLeslie Poulin is the Senior Director of Marketing for First Citizens’ Federal Credit Union. Ms. Poulin oversees the marketing, public image, community involvement and product development for the company and its subsidiaries including the Cape Cod Museum Trail. Prior to joining First Citizens’ in 2011, she oversaw the marketing, public relations, sales promotion activities and new audience development at a local media company. She is very involved in the community as a volunteer for various community organizations and was honored with Volunteer of the Year in 2017 by the Inter Church Council of Greater New Bedford. She is on the Steering Committee for AHA!, a member of the Southcoast Funder’s Group and Board Member of the First Citizens’ Charitable Foundation. She has two daughters and currently resides in Acushnet, MA with her husband.

Bert Talerman, Edward Bangs Kelley and Elza Kelley Foundation
Bert TalermanRobert “Bert” A. Talerman is First Executive Vice President and Executive Lending Officer at the Cape Cod 5. He is a member of the Bank’s executive and senior management team, and oversees all of its lending activities. Bert has 30 years of banking industry experience, starting as a lending field examiner in Boston before moving to Cape Cod as a commercial lender in 1994. Bert also serves as Vice Chairman of Cape Cod 5’s Foundation.

He is the President of the Edward Bangs Kelley and Elza Kelley Foundation, a private charitable foundation, and the board Chair of the Cape Cod Chamber of Commerce, and also serves on the boards of Cape Cod Healthcare and The Barnstable. He is a past board chair of Coastal Community Capital and Cape and Islands United Way. Bert is a graduate of Amherst College and lives in Centerville with his wife, Beth. They have two adult daughters.

Mark Skala, Cape and Islands United Way
Mark SkalaMark is a seasoned marketing executive, journalist, and community leader. He comes to the United Way with a wealth of experience, most recently serving as vice president at Lighthouse Media Solutions, where he oversaw client relations services as well as the company’s TV shows and video production. He previously worked in executive roles at Bank of Cape Cod and GateHouse Media.