Optimizing Giving USA: Using Data to Transform Your Individual Giving Program
$35.00 – $45.00
Please join us on Friday, June 23, 2017 for a preview of the Giving Institute's Giving USA: The Annual Report on Philanthropy. At this event, you will be among Las Vegas’s most influential leaders to have access to this report, which features leading issues and trends in philanthropy.
This program is worth 1.5 credits toward your CFRE
Please join us on Friday, June 23, 2017 for a preview of the Giving Institute’s Giving USA: The Annual Report on Philanthropy. At this event, you will be among Las Vegas’s most influential leaders to have access to this report, which features leading issues and trends in philanthropy.
The Giving USA Report will be presented by Richard Tollefson of The Phoenix Philanthropy Group. The esteemed panel, moderated by Julie Murray of the Moonridge Group, will feature fundraising professional Russel Kost, CFRE, wealth advisor Jeannette Schneider, and CPA and community advocate Jeff Cooper who will provide a local response to the report, as well as relate the data to emerging trends and key issues in individual giving that attendees can use to enhance their fundraising efforts.
You will not want to miss this program so RSVP today.
This program is worth 1.5 credits toward your CFRE
Founder and President, The Phoenix Philanthropy Group
Richard Tollefson is the Founder and President of The Phoenix Philanthropy Group, an international fundraising consulting firm which has served more than 150 clients in the education, human and community services, healthcare, arts and culture, and human rights arenas. In addition to outcomes-driven revenue generation, constituent relations, strategic planning, and organizational development services, Phoenix Philanthropy’s consultants has also overseen the planning, preparation, and management of comprehensive fundraising campaigns ranging in size from $1 million to over $750 million.
Before founding The Phoenix Philanthropy Group in 2004, Richard was Vice President for Institutional Advancement at his alma mater, Thunderbird School of Global Management, managing fundraising and alumni relations activities in 26 countries around the world. With 30 years of extensive fundraising, alumni relations, and advancement management experience, he has successfully guided many acclaimed arts, culture, and educational institutions, including Master Chorale of Orange County, The Joffrey Ballet, the University of Arizona, and Arizona State University. Richard was named Outstanding Fundraiser of the Year by the Arizona chapter of the Association of Fundraising Professionals in 2001 and in 2015 was the recipient of Social Venture Partners’ highest honor, the Paul Shoemaker Leadership Award.
CEO/Principal, Moonridge Group Philanthropy Advisors
Julie Murray is one of Nevada’s foremost social entrepreneurs, having co-founded the Three Square Food Bank with Eric M. Hilton, co-founded the Las Vegas “I Have a Dream” Foundation, and served on the leadership team to build the Andre Agassi College Preparatory Academy, all which have been designated as national model projects. Julie has dedicated her life to the practice of using philanthropy strategically and collaboratively in public/private partnerships to create change. She is the founder of Moonridge Group, a consulting firm working with philanthropists locally and globally. She was the co-author with Eric M. Hilton of A Place at the Table, and various articles about strategic philanthropy. Julie serves as Board Chair of The Moonridge Foundation, Board Secretary of the Transforming Youth Recovery Board, and serves on the boards of Catholic Charities, First Friday Foundation and Noah’s Animal House; and as an Emeritus Board member of the University of Nevada, Reno Board of Trustees. She also serves on the Community Advisory Board for the UNLV School of Medicine, and was appointed by the Las Vegas City Manager to serve on the City of Las Vegas’ Downtown Master Planning Steering Committee. She is a member of the Community Board of Directors of Wells Fargo Bank Nevada, and was appointed to the United States Global Leadership Coalition.
In 2010, Julie received the UNLV College of Urban Affairs Alumnus of the Year Award. Additionally, she was named the 2013/2014 Award for Woman of the Year, 2016 Silver State Entrepreneur Award, and the 2017 Senoras of Excellence Award. She is a frequent university lecturer and public speaker about philanthropy. Moreover, the College of Southern Nevada honored her with the “Julie Murray Endowed Scholarship”. Her work has been widely recognized by the media, including a profile in the Los Angeles Times Magazine and other awards and recognition including “The Most Influential Women in Nevada”, “Who’s Who of Nevada”, “Most Influential Nevadan” and Luxury Las Vegas Magazine’s “Influencer”. Julie was honored for her work in philanthropy at the 2015 JDRF Las Vegas Gala.
Interim Associate Vice President of Development, University of Nevada, Las Vegas
Russ started his development career at the University of Nevada, Las Vegas in 1985; first hired as the Assistant to the Executive Director of the UNLV Foundation. As Director of Annual Giving, then Major and Planned Giving, then Gift Planning, and ultimately Principal Gifts, he established many of UNLV’s fund raising programs. Russ became Associate Vice President for Development and Alumni Relations and, as a member of the senior management team, he helped plan and support UNLV’s first-ever capital campaign (raising $537 million). During his 26 year tenure at UNLV, he has raised over $43 million in outright gifts and $115 million in planned gifts. In 2008, Russ was recruited by the Desert Research Institute as their Vice President for Development. In 2014, he returned to his alma mater as UNLV’s Senior Director of Development. He is currently serving as Interim Associate Vice President of Development, supervising 18 direct reports and staff of 27 with oversight of all fundraising for 14 academic colleges and schools, annual giving, student affairs, UNLV Libraries, Barrick Museum, and Academic Outreach.
Russ chaired the Council for Advancement and Support of Education (CASE) District VII Board of Directors; having served as a Board member in various leadership roles for 15 years, and was selected to serve on CASE’s International Commission on Philanthropy. He is past President of the AFP Las Vegas Chapter was selected as the Outstanding Professional Fundraising Executive in 1997 and honored with the Lifetime Achievement Award in 2014.
Senior Vice President, Institutional Client Advisor, and Private Client Advisor, US Trust
Jeanette Schneider is a Senior Vice President, Institutional Client Advisor, and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Jeanette provides tailored financial strategies and guidance to a select group of clients nationwide, applying the acumen and insight she has gained from more than two decades in institutional consulting, wealth management, and banking. As an Institutional Client Advisor, Jeanette works closely with nonprofit, public and private foundations, helping them fulfill their day-to-day missions while pursuing sustainability through innovative tactics and strategies. Jeanette has worked at Bank of America and its predecessor firms since 1995. An accomplished author and public speaker, Jeanette serves on the boards of the Bank of America Nevada Charitable Foundation, Spread the Word Nevada and the President’s Advisory Council for The Smith Center for the Performing Arts.
Bradshaw, Smith & Co., LLP
Jeffrey M. Cooper, CPA is a 1975 summa cum laude graduate of Brigham Young University with a Bachelor’s Degree in Accounting. He received his CPA certificate in 1977 and joined Bradshaw, Smith & Company, LLP in 1980, where he has been a partner since 1987. He served as President of the Nevada State Board of Accounting during 1990-1992 and currently serves as chairman of the Nevada Society of CPAs.
Jeff has vast experience in the gaming industry, having held gaming licenses in Nevada and Mississippi while serving as a trustee for two major hotel-casinos. For his leadership in rebuilding and operating the Mississippi hotel-casino following Hurricane Katrina, Jeff was recognized as the IMGL Co-Executive of 2006. He is an active member the Nevada Society of CPAs, chairing the Legislation, Gaming, and Continuing Education committees. He has also served on the Business & Economic Development, Accounting Principles & Auditing Standards, and the Professional Ethics committees, as well as served as president for the Las Vegas Chapter of the International Association of Hospitality Accountants.
Jeff’s nonprofit involvement is extensive serving his church, the Engelstad Family Foundation as a Trustee, past chair and capital campaign chair for the Opportunity Village Foundation Board, the College of Southern Nevada Foundation Board, Boy Scouts-Las Vegas Area Council, Utah Shakespeare Festival, and the Ralph Engelstad Arena (Grand Forks, ND) Board Chairman.
Date: June 23, 2017
Start time: 11:30 a.m.
End time: 01:30 p.m.
Venue: Lawry’s The Prime Rib
Directions: Address: 4043 Howard Hughes Parkway, Las Vegas, NV, 89169, United States