The Association of Fundraising Professionals, Monterey Bay Chapter is pleased to announce the 2017 Summer Fundraising Summit, to be held on Friday, June 16, at the Hyatt Regency Monterey Conference Center. General registration opens May 1, 2017.

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.

Session Descriptions

Opening General Session
Jay Love: Donor Retention
Current 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. The dismal news in this report can and should be an eye opener for every non-profit engaged in fundraising.  
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 technology tools. The results can be astounding when put into daily use.
Breakout Sessions
  1. Major Gifts Strategies for Winning Results (Diane Carlson, President, 1-2-1 Philanthropic Services)
  2. Mission-Focused Events (Jackie Cruz, Vice President of Advancement and Development, Hartnell College Foundation)
  3. The Power of Endowments (Christine Dawson, VP of Philanthropy, CFMC) - 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.
  4. Fundraising 101: Where to Start When You’re Just Getting Started (Donna Ferraro, Retired CEO, Boys & Girls Clubs of Monterey County; Andrea Scott, Director of Individual Giving & Campaigns, BGCMC)
  5. Writing a Powerful Case for Support (Tom Ahern via live webcast) - "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 North America's most experienced case writers shares his secrets for properly selling your projects, programs, endowments, initiatives, buildings, renovations, and bright ideas.
  6. Board  Development: Engaging Your Board in Fundraising (Kaki Rusmore, Center for Nonprofit Excellence) 
  7. Ethics and Diversity: What Every Fundraiser Needs to Know (tba)
  8. Building Corporate Partnerships: Panel Discussion (tba)
Closing Keynote
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.

On-site parking and Wi-Fi are free, and a limited number of reduced-rate hotel rooms are available. To reserve a hotel room at reduced-rate, visit Hyatt Regency's AFP Monterey Bay reservation page.

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

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.