Fundamentals of Fundraising

Fundamentals 2022 Postcard front slot canyon

Fundamentals of Fundraising conference: What's At Your Core?

Recordings now available. 

Click here to purchase recordings for $15

The AFP - Utah Fundamentals of Fundraising conference was a full day education course providing a comprehensive overview of fundraising principles at the fundamental level. The course content covered the roles, responsibilities and best practices of fundraisers, with emphasis on what you may encounter at the beginning of your career, including networking with fellow Utah fundraisers. Learning objectives include Hybrid Fundraising, Marketing & Communications, Best Practices from Funders, Creating a Fundraising Plan, What’s at Your Core (reaffirming diversity, equity and belonging as a core value), and more. CFRE Points: 5

Agenda

8:30 a.m.Welcome and Registration Check-in

9:00 a.m.: Keynote: What's At Your Core?
Christina Chang, Principal of Christina Chang Equity Consulting, will lead the keynote presentation of the Fundamentals of Fundraising Conference, addressing "What's at your core?" Reaffirm diversity, equity, inclusion, and belonging as a core value while building skills to engage in courageous conversations. Plus, discover how to build and retain a diverse workforce. 

10:00 a.m.: Everything I Know About Fundraising
Jeff Driggs, Director of Foundation Relations at Westminster College, will teach his basic principles for fundraising, including retaining past donors, the importance of record keeping, how to utilize volunteers, and resources for planned giving and donor research. Don't miss out on his wealth of knowledge! 

11:00 a.m.: Lessons From the Field
Learn from your fellow fundraising peers, Peggy Green, Lavine Shapiro, and Liza Springmeyer. These three dynamic professionals will guide you through topics on monthly giving campaigns, donor cultivation and stewardship, and running a small shop fundraising team, followed by plenty of time for Q&A. 

12:00 p.m.: Lunch (included with your registration)

1:00 p.m.: Ask a Funder
The University of Utah's Director of Advancement, Janzell Tutor, will moderate a panel of expert funders from our community. Learn from the funders themselves in this panel discussion featuring Mike Aguilar, Claudia Loayza, Don Stirling, and Diego Zegarra. 

2:00 p.m.: Marketing and Communications
Christine Coleman, Vice President of Communications and Marketing at the Park City Community Foundation, will lead us through her 20 years of experience working with nonprofit organizations and foundations, focusing on all areas of marketing, including branding, content management, digital marketing, and public relations. 

3:00 p.m.: Networking
Meet your fellow fundraisers during our networking hour, including conversational topics about management training, mentoring, navigating resources, and employee retention. 

 

Speaker Bios

Christina Chang
Principal, Christina Chang Equity Consulting

Home | Christina Chang Equity Consulting LLC

Prior to her current position as a race and equity consultant based in Seattle, Christina headed the Finance, Talent & Administration teams for the University of Washington Advancement for 15 years, with responsibility for the stewardship of Advancement’s people, finances, and space. To prepare for the 10-year $5B “Boundless” Campaign, Christina and her team helped to build the organization from 348 FTE to 613 FTE.

At UW, Christina initiated a race-conscious strategy for the Advancement Talent Management program that is today considered a best practice organization amongst peers. She has been invited to speak about building and sustaining a diverse and inclusive work culture at universities and other nonprofit organizations across the country.

Christina has two decades of experience in higher education administration and is committed to transforming institutional culture and policy with a focus on diversity, inclusion, and equity.

Christina Chang

Jeff Driggs
Director of Foundation Relations, Westminster College

Jeff Driggs is the director of foundation relations at Westminster College. A former president of the Utah Society of Fund Raisers, Jeff has worked in higher education development for more than 35 years, at Westminster, the University of Utah, and Brigham Young University, his alma mater. He has taught multiple workshop classes for USFR and UNA, and a graduate course on fundraising at Westminster. Proud grandfather of three and father of two, he serves on the board of the Off Broadway Theatre in Draper, where he also performs occasionally. Like all grandfathers, Jeff enjoys sharing his pearls of wisdom with any willing audience.

 

Jeff Driggs Headshot

Peggy Green
Executive Director, Iron County Care & Share

Peggy Green currently serves as the Executive Director of Iron County Care and Share in Cedar City, UT serving Iron, Beaver, Garfield and Kane counties with emergency temporary shelter, food access, housing and wrap-around services to promote self-sustainability. Peggy also have the opportunity to be a member of the Utah Homelessness Council, the Chair of the Balance of State, Co-Chair of the Utah Homeless Network Steering Committee and Co-Chair of the Iron County Local Homeless Council. Assisting this in crisis and homelessness doesn't stop with human being and she currently serves on the Board of Directors of Because Animals Matter (BAM) in Hurricane, UT. Peggy spent 11 years at Southwest Tech College and was an active participating the Utah College of Applied Technology network. She hales from Los Angeles, California, and has made Southern Utah her home for nearly 18 years.

P Green Headshot August 2021 scaled

Lavine Shapiro
Funds Director, Utah Food Bank

Lavine Shapiro joined Utah Food Bank in 2009 as Major Gifts Officer and currently is the Funds Director. Prior to this, Lavine was the Development Director at the Wagner Jewish Community Center in Salt Lake City. Earlier in her work life, she had a career in retail management and as a merchandise buyer. A graduate of North Dakota State University, she is active in community volunteer activities, and currently serves as a Trustee at Community Development Corporation of Utah (CDCU) and a board member of Jewish Family Service. Although Canadian by birth, Salt Lake City has been home for over thirty years. In her free time, Lavine and her husband enjoy traveling to see their twin sons who live in Boston and Denver.

Lavine Shapiro Headshot

Liza Springmeyer
Capital Campaign Manager & Fundraising Consultant, Pathway Associates

Liza Springmeyer is grateful to be part of AFP Utah. She loves working with other fundraising professionals to help strengthen our community. Liza is an experienced fundraiser with a focus on capital campaign management. Before joining the team at Pathway Associates in 2017, she managed the $11 million capital campaign to fund the expansion and renovation of the Ronald McDonald House and add a Ronald McDonald Family Room in Primary Children’s Hospital in Salt Lake City. Liza is currently managing a Capital Campaign for Safe Harbor Crisis Center in Davis County and an Endowment Campaign for the Utah Shakespeare Festival in Cedar City. Liza served as Events Committee Co-chair for the Alta Club board from 2019 to 2021, and in 2020 she also Co-chaired the Program Committee for AFP Utah. Thanks to her years of living abroad, she was accustomed to remote meetings and eagerly took on the challenge of shifting these two organizations to virtual programming. She is excited to see how these tools and others can increase access to AFP Utah’s programming and member benefits across our state.

Liza headshot

Janzell Tutor
Director of Advancement, The University of Utah School of Dentistry

Janzell Tutor’s long career at the University of Utah started with 10 years in student affairs, 6 at the College of Nursing where she managed alumni relations, and exactly a year ago today, Janzell started as the Director of Advancement at the School of Dentistry. She has really enjoyed learning about the importance of oral health as it improves overall health. She became a proud alum of the U, receiving her Master’s degree in Public Administration in 2016. Janzell is involved in the community and serves as the community leader for the Asian-Pacific Islander Utah Alumni Community and as the IDEA chair for the Association of Fundraising Professionals Utah Chapter.

Janzell Tutor

Mike Aguilar
Director of Marketing & Guest Services, Mark Miller Subaru

Michael Aguilar is an executive who has worked extensively in Utah’s nonprofit community, including for The Leonardo Museum and Ronald McDonald House Charities. He is currently the Director of Marketing & Guest Experience for Mark Miller Subaru where he oversees 5 departments a team of 40 people. In addition to the operational aspects of his job, Mike also manages corporate outreach and charitable giving through Mark Miller Subaru’s “Love Promise” program. Mike is passionate about building community and helping lift marginalized voices. He has earned degrees from the University of Utah (BA Business Administration) and Westminster College (MA Community Leadership). Mike lives in Salt Lake City with his partner Kelly and their two dogs, Hiccup and Bleu. In his spare time, Mike enjoys tutoring third-grade math and championing women’s reproductive rights.

Mike Aguilar Headshot

Claudia Loayza
Special Projects & Community Engagement Coordinator

Claudia Loayza is passionate about the intersections of opportunity, place, and justice. City planning became her conduit for this drive and she believes that the state of a community depends on how accessible it is for people to work, play, navigate, and thrive in their environments, especially for systemically marginalized groups. She recently graduated with her master’s from the University of Utah's City and Metropolitan Planning program to better address disparities in city planning, community engagement, and access to critical services from a systemic approach. In 2021, she was named a Utah Business 20 in Their 20s honoree for her work in state government to push the boundaries of engagement and meeting people where they are. In her role as Communications & Community Engagement Coordinator with the Utah Division of Multicultural Affairs, she continues to advance opportunities for underrepresented groups at the state level and encourages trust-building and collaboration with communities to address localized concerns through policy impact, youth empowerment, equity-centered communications, and capacity-building for organizations.

Claudia Loayza Headshot 1

Don Stirling
Executive Director, Larry H. & Gail Miller Family Foundation 

As part of his duties as Executive Director for the Miller Family Office, Don Stirling serves as a liaison among the family office, the Larry H. Miller Company’s portfolio businesses, service providers, and the Miller’s philanthropic activities. Don also provides administration and support services such as professional and personal development, family education, budget planning and oversight, and community relations. Don has a diverse and extensive background in development, marketing, communications, and policy. He has forged strong relationships within the communities where the various companies do business. Don is a strategic leader and collaborative partner who is committed to enriching lives and supporting the vision for the Miller family and the Larry H. Miller Company.

Don Stirling Headshot

Diego Zegarra
Vice President of Equity & Impact, Park City Community Foundation

Diego migrated from Peru in 2005 to attend the David Eccles School of Business at the University of Utah. His journey in the philanthropy sector began in 2009 when he managed education programs and directly worked with immigrant families and their children. With a focus on collaboration and community organizing, he works towards improving equitable outcomes for communities of color as well as other marginalized groups. Diego believes that through empowering folks and creating more inclusive environments, philanthropy can do more than just address the symptoms, but rather, examine the root causes and systems in place creating these disparate outcomes.

© Tanzi Propst 2020

Christine Coleman
Vice President of Communications & Marketing, Park City Community Foundation

Christine Coleman (she/her) is a senior marketing professional with 20 years of experience working with nonprofit organizations and foundations. As Vice President of Communications & Marketing for Park City Community Foundation, she focuses on all areas of the marketing mix including, branding, content management, digital marketing, and public relations. She also directs Park City’s annual giving day, Live PC Give PC, which brought in $4.5 million in 24 hours last year. Prior to Park City Community Foundation, she was Director of Marketing for Jewish Family and Children’s Services of San Francisco where she led campaigns to increase donor engagement and directed program marketing targeted to 80,000 clients annually. She was also Director of Communications at Tides, a global foundation and nonprofit incubator. Christine grew up in Park City, and after living in the Bay Area for several years, she moved back to her beloved hometown in 2018. She holds a B.A. from University of California, Santa Cruz and an M.A. from California Institute of Integral Studies. Christine is passionate about advancing equity and inclusion, and enjoys skiing, camping, scuba diving, and hiking with her family and dog. Connect with her at linkedin.com/in/colemancommunications.

 © Tanzi Propst 2020

Sponsors

Thanks to our generous conference sponsors!

George S Eccles Fdn Larry H & Gail Miller Family Foundation pathway logo Mark Miller Subaru logo