A Message from Our President |
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After nearly 40 years focusing on philanthropy in the nonprofit sector, I continue to learn every day. And we all learned a lot in the last year, yet so much remains the same. While we navigated new ways of doing business and adapted to technology, we were also reminded of the importance of core development principles such as frequent communication, responsiveness, and flexibility. Especially steadfast is people's resilience manifested by their willingness to give at similar levels through good times and bad, as explored in Giving USA Foundation's recent report, summarized in the TAGlines Blog.
In this issue of TAGlines, we share client news that reminds us all why we chose this profession and how much room there is to learn and grow. We are excited by their exciting hires and the significant gifts they have raised.
Also note TAG's continuing analysis and guidance found in the resources presented here and on our website. In this issue, we break down the Giving USA 2021 report, provide advice for working with DAFs, analyze potential tax implications on giving, showcase corporate giving trends, and offer resources for working with boards. In our next issue, we will return to the intergenerational wealth transfer as new research reveals more forecasting for this extraordinary opportunity for nonprofits. As always, if there are topics you want to see featured here, drop us a line at (973) 540-1400 or [email protected].
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Across the country and across industries, our clients are making an immediate and measurable impact on their communities - now more important than ever! Below are just some of the highlights of our clients' good work. |
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FDU Announces New Senior Vice President for University Advancement, Jason Amore
TAG was honored to partner with Fairleigh Dickinson University on their search for a new Senior Vice President for University Advancement. We are excited to share the news of the appointment of Jason Amore, effective August 1.
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“We are very excited to welcome Jason Amore to FDU,” said FDU President Christopher Capuano. “He has an outstanding record of success and comprehensive knowledge of all aspects of development and fundraising. He also brings to FDU a strong passion and contagious enthusiasm for supporting students through philanthropy. I am certain that he will continue the University’s momentum and provide the leadership necessary to successfully complete our historic $125 million campaign and raise philanthropy at FDU to yet another level.”
Currently the Vice President of Advancement at Alfred University, Amore has more than 20 years of higher education experience, highlighted by the development of a billion-dollar capital campaign at the University of Louisville; the cultivation and closing of more than $230 million in philanthropic giving; significant major gift, estate, corporate and foundation giving experience; and the management of annual giving programs.
At Alfred University, where he has served since 2017, Amore has more than doubled the annual rate of philanthropic giving; secured $36 million in major gifts; led the planning of a $200 million campaign, which is more than halfway toward its goal while still in the silent phase; established alumni advisory councils that support academic programs and leadership advisory councils for alumni in key markets; and reinvigorated Alfred’s reunion, homecoming and hall of fame programs, increasing attendance by 200 percent.
Amore holds a Master of Professional Studies and a Bachelor of Arts, both from Alfred University.
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Bucks County Historical Society/Mercer Museum and Fonthill Castle Welcomes Gloria Pugliese as Vice President Of Development
After a search led by The Angeletti Group, Bucks County Historical Society in Doylestown, PA, has named Gloria Pugliese as its next Vice President of Development. The Vice President of Development provides leadership and management for the creation and implementation of short and long-term development plans to support the BCHS’s institutional mission-driven initiatives. Gloria will be working under the President & Executive Director and in collaboration with other staff. In this role, Gloria will, develop and implement strategies to attract new and retain existing donors and members, and increase giving levels among current supporters.
Gloria Pugliese has over 20 years of experience in nonprofit fundraising and management. She has secured gifts for medical research, historic preservation, museum exhibitions, higher education, and human services. Gloria is an accomplished fundraiser who will bring innovative ideas and strategy to BCHS. Throughout Gloria’s career she has achieved numerous fundraising and management results, such as raising over $10 million in grant, sponsorship, and philanthropic funding. BCHS is excited to have Gloria join their team. Congratulations!
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Englewood Health Celebrates Leadership Level Gift from ZT Systems
TAG extends our congratulations to Englewood Health for receiving a historic pledge from ZT Systems.
The Englewood Health Foundation is the recipient of a historic philanthropic pledge from ZT Systems, an international leader in the IT sector with headquarters in Secaucus, NJ. The $4 million pledge is the largest corporate pledge in the Englewood Health Foundation's history. In recognition of the pledge, the newly planned outpatient center in Jersey City will be named Englewood Health ZT Systems Outpatient Center at Jersey City.
Under the visionary leadership of CEO Frank Zhang, ZT Systems' leadership-level pledge will help establish a centralized medical hub in Hudson County. The three-floor, 73,000+ square-foot medical facility is slated to open later in 2021 providing medical expertise, services and screenings for countless patients and families - including those traditionally underserved.
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Katherine Heigl Joins Animal Wellness Foundation In The Fight To Save Onaqui Wild Horses
Animal Wellness Action, Animal Wellness Foundation, and the Center for a Humane Economy and actress Katherine Heigl are coming together to appeal to Interior Secretary Deb Haaland to stop the mass round-up and removal of 80 percent of the famed and beloved Onaqui wild horses of western Utah.
Katherine Heighl explains that she does not want helicopter roundups of the Onaqui horses but rather to let them stay on this land. Heighl emphasizes that the Onaqui horses should be taken care of humanely and that livestock grazing can be limited to protect the ecosystem.
“They occupy a special place in the history and culture of Utah and have captivated the imagination of admirers and advocates the world over. They should be managed humanely on the range by the Bureau of Land Management, not chased down and trapped with helicopters.” states Scott Beckstead, director for Animal Wellness Action and Center for a Humane Economy.
The roundup is schedule to begin July 12 and will result in between 300-400 of the 500 horses being permanently removed from their Head Management Area (HMA).
Action takers are encouraged to ask U.S. secretary of the Interior Deb Haaland to put a stop to a roundup that has been planned under her watch.
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TAG Launches Work with New Jersey Arts and Culture Recovery Fund
The New Jersey Arts and Culture Recovery Fund (NJACRF) was created at the onset of the pandemic by a public-private coalition of funders and professionals from government, corporate, and private philanthropies to ensure the strength and survival of non-profit arts, cultural, and historical sectors statewide. NJACRF has awarded $1.3 million in grants to more than 60 nonprofits across the state, as they work to recover from the devastating effects of the pandemic.
This is the second round of grants awarded by NJACRF, which is hosted by the Princeton Area Community Foundation. Earlier this year, the fund provided $2.6 million in grants to more than 100 other arts, culture and historical nonprofits statewide, bringing the total granted to $3.9 million.
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TAG Welcomes Jim Quinn
TAG is pleased to welcome Jim Quinn as counsel. Jim has spent over 40 years in the field of Fund Development. He served as chief development officer for Morristown Medical Center (MMC), part of Atlantic Health System, for 31 years. He formed the Foundation for MMC in 1995.
During his tenure at MMC, a 735-bed tertiary teaching hospital ranked the number 1 hospital in NJ by US News and World Report, Jim and his staff raised over $250 million. He organized and executed 7 capital campaigns all exceeding their dollar goals. The largest initiative was a $100 million comprehensive campaign to support capital, program, and endowment funding priorities, which raised $106.7 million. At MMC, Jim increased the staff from 4 to 28 and introduced several programs including major and special gifts, service line major gifts, planned giving, VIP patient program, gift clubs, telemarketing, special events including an annual gala and golf tournament, engagement events to cultivate major gift donors and prospects, and a comprehensive communications program including a quarterly magazine. Jim established the Foundation’s Board of Trustees and its bylaws, served as administrator to the Board Development Committee, and assisted in the selection, enlistment, and training of board members. The Association for Healthcare Philanthropy (AHP) recognized the Foundation as a “High Performer” in 2018.
Jim serves on the board of the Mayo Performing Arts Center in Morristown, NJ, where he serves on the Executive Committee, chairs the Long-range Planning Committee, and is a member of the Governance and Nominating Committee. Jim is a past member of the National Board of Directors of AHP and the AHP Foundation, and a past board member of the NJ Chapter of the NSFRE (now Association of Fundraising Professionals). He has been a frequent presenter at AHP International and Regional Conferences and written several professional articles.
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New and Renewed Partnerships
The Angeletti Group is proud to announce new partnerships and projects with the following organizations:
Adelphi University; Garden City, NY
Albertus Magnus College; New Haven, CT
Bassett Healthcare Network; Cooperstown, NY
Bergen New Bridge Medical Center; Paramus, NJ
BRIC; Brooklyn, NY
Dalio Education; Connecticut
Great Swamp Watershed Association; Morristown, NJ
Mercer Museum; Doylestown, PA
Medical University South Carolina; Charleston, SC
NJ Arts and Culture Recovery Fund; Lawrenceville, NJ
Newark Working Kitchens; Newark, NJ
Princeton Health
Project ALS; New York, NY
Sun River Health; Hudson, NY
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New Resources From TAG
Donor-Advised Funds: Fast Facts
Click here for a helpful overview of how a DAF works, average donor and grant activity, stats about DAFs over the years, and tips for how to reach DAF donors.
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Trends in Corporate Philanthropy
This presentation outlines the history of corporate giving, from decades past through COVID-related giving and now, current trends and issues corporates are focusing on in their post-pandemic philanthropy. We also offer strategies for building relationships with the corporate sector to advance fundraising goals.
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Click here to see all Presentations and Resources from TAG!
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Deep Dive: Giving USA 2021
Giving USA Foundation has released its highly anticipated annual report on giving—perhaps the most eagerly awaited report ever as those in the nonprofit industry waited to see how the events of 2020 would impact philanthropy. Facing a worldwide pandemic, economic shutdown, social injustices, and a tense Presidential election, Americans came together to support the greater good.
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10 Things Your Board Can Do RIGHT NOW to Move the Philanthropic Needle
As summer approaches and volunteers start to enter “vacation mode,” it’s easy for your organization’s board expectations to fall by the wayside. Beyond their fiscal and governance responsibility, the crux of nonprofit board members’ responsibilities rest in the ability to move the philanthropic needle. Read on to have a menu to present to your board and ask them to make a commitment to do one (or more) of these items before month's end.
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Biden’s Tax Proposals and Potential Implications on Giving
President Joe Biden’s proposed tax changes could impact high-net-worth individuals and their charitable giving choices. While the proposals include increasing the top rate on taxpayers making more than $400,000 and increasing capital gains and dividend tax rates for taxpayers earning more than $1 million annually, these changes have the potential to spur charitable giving by lowering taxable income and increasing the value and efficiency of charitable donations for these taxpayers.
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Board Committees: Why Are They Important?
Regardless of where a Board of Trustees is in its “life cycle” (for instance, a start-up board looks very different from a mature, 20-year+ Board with multiple programs and facets), functional committees become a key ingredient of the ongoing capacity building efforts of the organization. Indeed, as board authority BoardSource notes in Governance as Leadership, “it is in the committees that the work of the board gets done.”
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TAG seeks nominations and candidates for the following advancement leadership positions. Confidential inquiries and referrals can be made to [email protected].
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Director, Client Partnerships
The Angeletti Group
Nationwide
The Angeletti Group (TAG) seeks a senior level, goal-oriented professional to join
our dynamic and growing team of frontline development and fundraising consultants. The primary role of the Director, Client Partnerships will be to serve as project manager and partner with other TAG colleagues on a range of client
engagements, such as feasibility studies, development assessments, campaign
counsel, interim leadership and staffing, and more.
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Head of School
School of the Blessed Sacrament
New York, NY
School of the Blessed Sacrament seeks an engaging, strategic and inspirational leader to build upon its venerable history of providing a rigorous education, rooted in the Catholic faith, to young children. Reporting directly to the Manhattan Regional Superintendent of Schools, s/he will be responsible for external relations, fundraising, financial management, recruitment, and enrollment, as well as setting the overall vision and strategy for the school.
Click here to view the Position Profile.
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Principal Gift Officer
Animal Wellness Action and Center for a Humane Economy
Washington, DC
A leading consortium of newly formed animal wellness and advocacy organizations is seeking a Principal Gift Officer (PGO) to lead development operations and secure new philanthropic revenue to support their mission-based work to address institutionalized animal cruelty by working to influence government and business and to assist with some targeted animal care programs.
Comprised of three partner organizations [two 501(c)(3)s and one 501(c)(4)], these organizations lobby Congress and state legislatures, work with major businesses to effect reforms for animals, and conduct life-saving direct care programs. Their shared goals are for transformational change, creating legal standards against individual acts of cruelty, but also confronting institutionalized cruelty, as conducted in the domains of agriculture, pharmaceutical testing, wildlife management, textile, and other major sectors of the economy.
Click here to view the Position Profile.
Animal Wellness Action and Center for a Humane Economy are also seeking a part-time Executive Administrative Assistant. Click here to view the position.
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