Here are the AFP Monterey Bay May features, upcoming events, and programs below:
  • 2017 Summer Summit Updates
  • National Philanthropy Day Save the Date
  • Membership Updates
  • 2017 Mentorship Program
  • Job Postings
  • AFP Monterey Bay Chapter Upcoming Events
  • Community Events
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!

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.
2017 Summer Summit 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
  • Major Gifts Strategies for Winning Results, Diane Carlson, President, 1-2-1 Philanthropic Services
  • Mission-Focused Events, Jackie Cruz, Vice President of Advancement and Development, Hartnell College Foundation
  • The Power of Endowments, Christine Dawson, VP of Philanthropy, Community Foundation of Monterey County - 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.
  • Fundraising 101: Where to Start When You’re Just Getting Started, Donna Ferraro, Retired CEO, and Andrea Scott, Director of Individual Giving & Campaigns, Boys & Girls Clubs of Monterey County;
  • 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.
  • Board  Development: Engaging Your Board in Fundraising, Kaki Rusmore, Center for Nonprofit Excellence
  • Ethics and Diversity: What Every Fundraiser Needs to Know (tba)
  • 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.

For more information about the 2017 Summer Summit, click here.
Special Rates for
Young Professionals
Young Professionals (30 years old or younger) can take advantage of up to $40 off registration to the 2017 Summer Summit ($50 AFP member/ $70 non-member registration). Offer is limited, so REGISTER TODAY!
Summer Summit attendees can reserve hotel rooms at the Hyatt Regency Monterey at a reduced-rate.

Hurry, limited time only!

Nominations now open for 26th Annual National Philanthropy Day.

Submit your nominations today!

Apply to be a mentor or mentee today!
AFP Monterey Bay's 2017 Mentorship Program

Our AFP Monterey Bay Chapter offers members an exciting opportunity to transform their fundraising careers through its Mentorship Program. The Mentorship Program formalizes a mentoring relationship in a structured program that offers networking opportunities and one-on-one coaching sessions with experts in the field. Our Mentors provide their mentees with an experienced friend in who is there to help in any number of situations. 

 “I have truly grown as a fundraising and development professional in a short period of time. My mentor was spectacular and I can’t thank her enough for sharing her wisdom and time with me." -2015 Mentee

The goals of the Mentorship Program include:

  • To strengthen the skills of the Mentee and support professional and career development by identifying and working on specific areas of his or her practice.

  • To enhance the professional abilities of participating Mentors through their efforts in guiding and coaching.

  • To foster professional relationships between seasoned development professionals and those newer to the field.

  • To provide mid-level professionals with the opportunity to expand their skill set to new areas of development.

How to Participate:

Mentors and Mentees are asked to commit approximately one hour per month for a six month period, as they work together on key issues that are important to the Mentee’s success and the success of the organization they serve. The location of our workshops will be determined based on locations of our mentors and mentees.

How to Apply

Upcoming Group Workshops & Mentee/Mentor Meetings:

June 30, 2017: Applications due
Fees: Mentor: No Fee, Mentee: $35 (AFP Members), $65 (Non Members)

Questions? Please contact Lauren Cohen at

Advancing Philanthropy Spring 2017
Looking to blossom in new directions? It's spring. Let the sun in! Whether you are a bright young professional or a wily veteran, you will find a world of wisdom in the half-dozen articles that comprise the Spring 2017 Advancing Philanthropy!

These articles debunk the notion that midlife inevitably entails midlife crisis. They posit, instead, that midlife can be a terrific opportunity for personal renewal and wide open horizons. Check out the Spring 2017 edition of  AFP's Advancing Philanthropy .
Hot Topics in Fundraising

The AFP Resource Center has produced comprehensive "Hot Topic" overviews of key fundraising areas that members have identified as being most in demand. That is information available to you covering over 25 different areas of fundraising!

Find out more at AFP Hot Topics.
Place your job announcements on the AFP MB website. Make sure your job postings are seen by qualified, local fundraising professionals. This is a free service!
Friday, June 16
Summer Summit 2017

Register today for Summer Summit 2017 on
June 16! 
Sponsorship opportunities still available.

Friday, June 30

Our AFP Monterey Bay Chapter offers members an exciting opportunity to transform their fundraising careers through its Mentorship Program. 

Friday, November 17

Save the Date for the 26th Annual National Philanthropy Day for the Central Coast. Nominations now open!

May 9 | 11:00 am  -  1:30 pm
NAMC and the Center for Nonprofit Excellence

Executive Director Meet and Greet Special Guest: Susan Shillinglaw
May 11 | 4:30 pm  - 6 :30 pm
Steinbeck Center
Foundation for Monterey County Free Libraries

May 16 |  9:00 am - 4:30 pm
Community Foundation Santa Cruz County
Register online 

May 16 | 11 :30 am - 3:30 pm
AFP Silicon Valley Chapter 

May 18 | 10:00 am - 11:30 am
Community Foundation Santa Cruz County

Executive Director Meet and Greet Special Guest: Supervisors Jane Parker and Mary Adams
May 18 | 4:30 pm - 6:30 pm
Marina Library 
Foundation for Monterey County Free Libraries
Register online - Free Event

Executive Director Meet and Greet Special Guest: Supervisor Simon Salinas
May 25 | 4:00 pm - 6:00 pm
Greenfield Library
Foundation for Monterey County Free Libraries

Executive Director Meet and Greet Special Guest: Representative of Supervisor John Phillips
June 1 | 4:30 pm - 6:30 pm
Castroville Library
Foundation for Monterey County Free Libraries

June 15 | 12:30 pm - 3:30 pm
Community Foundation for Monterey County - Center for Non-Profit Excellence 

June 20 | TBD

June 24 | 8:30 am - 4:30 pm
Hospice Giving Foundation
Register online

Get the training you need to begin or advance a rewarding career in the high-demand field of fundraising and development. Our fully online fundraising training courses provide a comprehensive overview of the development field, including career opportunities for becoming a development officer; basic terminology; the development lifecycle and more.

Current courses:
Online! Annual Campaigns: Building a Base of Support
  • Enroll now through May 9 and complete by June 13. Passwords issued starting May 3 - $895
  • Enroll in section 164FUN201
  • Special Discounts: Early Enrollment Discount, CAAA Member Discount and Info Session Discount
Online! Fundraising and Development Professional Concentration Fast Track
  • Enroll now through May 9. An advisor will automatically enroll you in each course. Passwords for the first course (Annual Campaigns: Building a Base of Support) will be issued starting May 3. Contact Elizabeth Price at (530) 757-8895 for more information.
  • $3,043 (discounted Fast Track rate).
  • Enroll in section 164FUN300
To enroll or for more information and a full list of what we offer, visit UC Davis Extension at or call (800) 752-0881.