Key and GP


presents

A Nonprofit Education Series

KeyBank and Grants Plus are pleased to present a dynamic virtual education series to help nonprofit leaders not just survive but thrive during challenging times.

Next webinar in the series:

 Virtually Limitless Pushing Your Fundraising Boundaries in 2021

Date: February 11, 2021
Time: 12:00 PM EST / 9:00 AM PST

The New Year may bring many of the same challenges that nonprofit fundraisers faced in 2020: strict social distancing, an upended economy, greater demand for services, and higher costs to deliver them. But this year, we can be prepared and proactive to meet these hurdles head on. This interactive session hosted by KeyBank and Grants Plus will position organizational leaders to diversify their prospect pipelines and achieve their revenue goals, even in a year when gifts and grants will be more competitive than ever. Join us to learn from a panel of fundraising experts about how to deploy new strategies to find funders, create community, and nurture fruitful relationships with board members, donors, and grant makers in new ways and spaces—especially online.

Meet our Panelists:

Armando Zumaya

Armando Zumaya, Executive Director and Founder, Somos El Poder: A National Latinx Fundraising Institute

Armando founded Somos El Poder based on his 34-year career in fund development and his deep pride in his Chicano heritage. He is a noted expert on Latino Major Giving and all aspects of fundraising within the Latinx community. He has raised five-, six-, and seven-figure gifts from Latinx in the US. The bulk of his fundraising career was as a Major Gift, Leadership Gifts, and Annual Fund Officer for two $1+ billion dollar campaigns at Cornell University and the University of California, Berkeley. Armando is well known for teaching and lecturing on prospecting, solicitation, cold calling, major gifts techniques, and remote constituency fundraising. He has been a tireless advocate to improve the prospect researcher/fundraiser relationship and create a prospecting culture inside development teams.

Jessica Ford

Jessica Ford, Leadership Gift Officer, Oberlin College

Jessica joined Oberlin’s team in January 2014 with diverse experience in non-profit development and programming. Prior to joining the team at Oberlin, Jessica was the Annual Giving Manager for CHI-St. Luke’s Health Foundation, Gifts Officer for the Houston Symphony, and Houston Grand Opera’s HGOco Programs Manager. Along with professional experience, she has been active in many volunteer organizations that have enhanced her leadership and volunteer experience including Association of Fundraising Professionals (Houston Chapter and Cleveland Chapter), Houston Area Urban League Young Professionals, Cleveland Playhouse and Meals on Wheels.

Meg George

Meg George, Philanthropy Advisor & Co-founder, George Development Group

Meg George, co-founder of George Development Group, is a philanthropy advisor whose focus is on high-impact major giving and philanthropic investments. She focuses nonprofit organizations across different sectors on a relationship-centered, outcome-based approach to raising funds. Together with her partner, Phil, she leads feasibility studies, helps to implement major gift programs, and assists with running large campaigns. In addition to this work, Meg advises corporations and families on strategic, intentional giving to maximize philanthropic impact & generational giving. Her firm works with clients throughout the country with a focus in the Northeast and South Florida.

Lauren Steiner

Lauren Steiner, President, Grants Plus

Since Lauren founded Grants Plus in 2007, the firm has has secured more than $165 million in grant funding for nonprofit organizations around the country. Under her leadership Grants Plus has received awards for growth and innovation including a Smart Business: Progressive Organization Award and a Psychologically Healthy Workplace Award from the American Psychological Association. Lauren is past president of the Grant Professionals Association Ohio–Northern Chapter as well as an active member and former board member of the Association of Fundraising Professionals (AFP) Greater Cleveland Chapter. She was awarded AFP Greater Cleveland’s Outstanding Fundraising Professional award in 2017. She is an active member of The Giving Institute and serves on the editorial review board for the annual Giving USA report. Lauren teaches a graduate-level course in philanthropy at the Mandel School of Applied Social Science at Case Western Reserve University.

Cynthia McDonald

Cynthia McDonald, National Director of Philanthropic Planning and Senior Vice President, Key Institutional Advisors

As the National Director of Philanthropic Advice for KeyBank Institutional Advisors, Cindy is responsible for introducing KeyBank’s full suite of sophisticated planning solutions to nonprofit and institutional clients, which includes growth strategies, the development of advice, thought leadership, and education on critical topics such as planned giving, fund accounting, donor advised funds, and other products and services that support endowments and foundations. Cindy joined KeyCorp in 1992 and is dedicated to her profession and serving the community. Cindy currently serves on the Board for Victoria Acres Equine Facility, a local nonprofit serving disabled children and adults as well as Veterans suffering PTSD through the use of equine therapy. She earned her B.S. in Business Management with a minor in finance at Plattsburgh State College.

Meet our Moderator:

Tracey Collins

Tracey Collins, MBA, CFP, Senior Relationship Manager, Senior Vice President, KeyBank

As a Relationship Manager for Key Private Bank, Tracey delivers integrated wealth strategies and forward-thinking, objective advice to her clients, which include individuals and families, professionals, retirees, business owners, executives, and other high-net worth clients. Tracey earned her MBA from Baldwin-Wallace University and her bachelor’s degree in business from Wittenberg University. She has also earned her CFP designation. Tracey has held numerous positions within local non-profit organizations, including being a Board Member of Recovery Resources, the founder of the Women’s Circle of Strength, a Tiffany Circle Member of the American Red Cross, a member of the Executive Leadership Team for the American Heart Association’s Go Red program, a Junior Achievement classroom volunteer, and a volunteer at the Cleveland Animal Protection League.

Previous sessions in our series: Click to access the recordings

October 21, 2020

How Nonprofits Can Survive and Thrive in a Challenging Year

In this expanded interactive session, the first in a series of educational moderated discussions, nonprofit leaders will gain useful guidance to help them not just survive but thrive in the multiple challenges the sector is facing this year. Experts from KeyBank, Grants Plus, Philanthropy Ohio, and The Cleveland Foundation will provide perspective on the nonprofit sector’s role in challenging racial injustice, how organizations are managing the continued COVID crisis, and what effects November’s election may have on nonprofits. The panel will recommend steps nonprofit professionals can take to address these issues while sustaining their missions to be in a stable position in 2021. Participants will be invited to cast their votes to help decide the topics that will be covered in the upcoming sessions in the series.

Panelists featured in this session: Dale Robinson Anglin (The Cleveland Foundation), Karen White (KeyBank), Lauren Steiner (Grants Plus), Cynthia McDonald (Key Institutional Advisors), Deborah Aubert Thomas (Philanthropy Ohio), Marvin Devers (KeyBank)

Moderator featured in this session: Tracey Collins (KeyBank)

KeyBank is not responsible for scheduling conflicts, cancellations, postponement or event of force majeure.
 
Investment products are: 
NOT FDIC INSURED * NOT BANK GUARANTEED * MAY LOSE VALUE * NOT A DEPOSIT * NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY.