The Association of Fundraising Professionals, Monterey Bay Chapter hosts the 2017 Summer Fundraising Summit on Friday, June 16 at the Hyatt Regency Monterey Conference Center.

Our general session speaker is Jay Love, author, consultant and president of Bloomerang, Inc. Jay is a member of the AFP International Board of Trustees. Other internationally acclaimed presenters include Tom Ahern and Bob Carter; as well as several regional experts in their fields. The full-day conference will include a continental breakfast, a renowned keynote speaker, eight breakout sessions, a networking lunch, a general session, and more!

Last year’s attendees came from throughout Monterey County, as well as San Benito County and the Silicon Valley. They included nonprofit Executive Directors and Directors of Development; Planned Giving, Major Gift and Stewardship Officers; Board Members; Executives and Officers from regional funding organizations; and nonprofit industry consultants and service providers.

Interested in becoming a sponsor? 2017 Summer Summit Sponsorship opportunities still available here.

Conference Schedule

  • 8-9am Registration and continental breakfast
  • 9:00 Welcome from AFP Monterey Bay
  • 9:10 General Session: Jay Love: Donor Retention
  • 10:20 Breakout Sessions 1A/1B
  • 11:30 Breakout Sessions 2A/2B
  • 12:30 Lunch
  • 1:20 Tom Ahern via LIVE Webcast: Writing a Powerful Case for Support
  • 2:30 Breakout Sessions 3A/3B
  • 3:40 Keynote: Bob Carter: Public Policy
  • 4:30 Wine reception

Session Descriptions

  • 9:10 Opening General Session: Big Sur Room
    • Jay Love: Donor Retention Rates are Plummeting! What Can Every Fundraiser Do to Reverse the Trend! Donor retention can be a baffling problem. Listen as Jay walks us through The Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. We will focus on what can be done about retaining donors based on the principles of Dr. Adrian Sargeant, the world renowned authority on building donor retention and donor loyalty. Dr. Sargeant’s principles are based upon years of research conducted in the sector and can be used by any organization whether you are a one person shop or a large department. We will show examples of his principles in action via various tools. The results can be astounding when put into daily use.
  • 10:20 Breakout Sessions 1A/1B
    • 1A. Major Gifts Strategies for Winning Results: Big Sur Room Presented by Diane Carlson, ACFRE, President, 1-2-1 Philanthropic Services This interactive session will focus on what strategies work (and don't work!) when planning major gift solicitations.
    • 1B. Fundraising 101: Where to Start When You’re Just Getting Started: Windjammer Room
      Presented by Donna Ferraro, Retired CEO, and Andrea Scott, CFRE, Director of Individual Giving & Campaigns, BGCMC New to the world of development? Overwhelmed by all the “to-dos”? You’re not alone! Hear some of the wins and challenges that others have faced in their fundraising career, and how they tackled the demands, eliminated the crazy-making, and advanced their careers!
  • 11:30 Breakout Sessions 2A/2B
    • 2A. Board Development: Engaging Your Board in Fundraising: Big Sur Room Presented by Kaki Rusmore, Director, Center for Nonprofit Excellence Fund development is a key board role, yet many board members are not aware of this and/or are reluctant to engage in fund development. This workshop will explore the board’s role in the financial stability of your organization, and highlight resources that can be used in any board meeting to strengthen the board’s understanding of that role.
    • 2B. Ethics in Fundraising: Windjammer Room Presented by Bob Carter, CFRE, Chairman of Carter Companies; Chair-emeritus of the Association of Fundraising Professionals (AFP) International Board of Directors Hear from one of the foremost experts in philanthropy on the ethical principles every fundraiser should know.
  • 12:30 Lunch: Cypress Room (open seating and select table topics)
  • 1:20 General Session: Big Sur Room
    • Tom Ahern via live webcast: Writing a Powerful Case for Support "Why should I give you my hard-earned money?" Answer this question well, and you'll never be short of funds. In this revealing session, one of the most experienced case writers shares his secrets for properly selling your projects, programs, endowments, initiatives, buildings, renovations, and big ideas
  • 2:30 Breakout Sessions 3A/3B
    • 3A. The Power of Endowments: Big Sur Room Presented by Christine Dawson, CFRE, Vice President of Philanthropy, Community Foundation for Monterey County Learn five strategies to build a successful endowment & planned giving program. Help grow your organization and deepen your relationships with your donors for long-term sustainability!
    • 3B. Mission Critical Events: Windjammer Room Presented by Jackie Cruz, Vice President of Advancement, Hartnell College Foundation Determining to invest valuable staff and volunteer resources in events can be stressful and tricky. This session will highlight the Women's Education and Leadership Forum, sharing lessons learned, strategic direction, board engagement, and event strategies that have made the Forum a critical asset to a powerful cause: women lifting up women through higher education.
  • 3:40 Closing Keynote: Big Sur Room
    • Bob Carter: Trends in US Public Policy Bob’s professional work with clients and colleagues throughout the United States and around the world – and, his volunteer leadership roles with AFP International and other national and global organizations – have given him a unique lens through which to view this vitally important topic. In this session, he will offer his insights and thoughts on the state of US public policy regarding philanthropy and fundraising; and, on the trends that can have the greatest impact on our work as fundraising professionals.
  • 4:30 Wine Reception: Oaktree Room and Terrace
On-site parking and Wi-Fi are free.  Interested in becoming a sponsor? 2017 Summer Summit Sponsorship opportunities still available here.

Special Thank You to Summer Summit 2017 Sponsors


Community Foundation for Monterey County

Harden Foundation


Greater Giving

Montage Health Foundation

Nora and Robert Peyton


Essex & Drake Fundraising Counsel

Executive Services

Hospice Giving Foundation

Andrea Scott

Laurie Severs

United Way of Monterey County

Michele Melicia Young

Contact with questions or inquiries! Online registration closes June 13. You can still buy individual tickets at registration on the day of the event for $125 (AFP member/non-member). Please note: Your ticket purchase is non-refundable after June 13.