AFP CA, Santa Barbara/Ventura Counties Chapter: It's a Jungle out there - Transparency & Ethical Donor Stewardship
It's a Jungle out there:
Transparency & Ethical Donor Stewardship
One of our primary functions as development officers is stewarding donors and providing them with what they need for tax purposes and attempting to comply with other requests that at times place us outside our perceived role and comfort zone. It is important that this relationship remain transparent with the donor understanding what limits you have with respect to ethical guidelines.
This training will provide a review of the AFP ethical code of conduct and walk you through case study examples that will help you maintain transparency and adherence to ethical standards.
Guest Speaker, Yulanda N. Davis-Quarrie, CFRE
Executive Director of Advancement/External Relations at
St. Lucy's Priory High School
Yulanda N. Davis-Quarrie brings more than 25 years of leadership experience in the field of philanthropy, is Executive Director of Advancement & External Relations at St. Lucy's Priory High School and also serves as principal of DavisQuarrie Consulting, a private fund raising consulting company.
A Certified Fund Raising Executive (CFRE) since 1990, Ms. Davis-Quarrie has secured more than $80 million in philanthropic dollars for various nonprofit organizations in Southern California, including Orthopaedic Hospital in Los Angeles, The Claremont Graduate School, St. Mary Medical Center in Long Beach, The Wellness Community in Santa Monica, Citrus Valley Health Partners in West Covina, and most recently she held the position of President of USC Verdugo Hills Hospital Foundation, a position that she held for three years.
She is actively involved with the Association of Fund Raising Professionals, where she currently sits as chair of the ethics and is as member of the finance committee.
1006 East Main St.
Ventura, CA 93001
Networking starts at 11:30 a.m.
Program 12:00-1:30 p.m.
Light lunch included
$15 for Members and Nonmembers
Registration closes 8/11/17
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AFP Diversity and Inclusion Philosophy Statement
AFP believes that diversity and inclusion create a strong, vital and unified force for an effective pursuit of an organization’s mission and achieving philanthropic success. Diversity and Inclusion in Fundraising: seeks to achieve a broad representation in experiences, perspectives, and cultures, to ensure that the best possible thinking, ideas, opportunities and solutions are considered; intentionally creates a respectful and welcoming environment that is open to all; and appreciates the unique contributions of every member of the community.
Santa Barbara & Ventura Counties Chapter
Since AFP was chartered in 1960 our mission has been to advance philanthropy through education, training & advocacy. From the beginning, promoting ethical fundraising has been at the core of our purpose. Member benefits include a business card drawing at each Monthly Luncheon for a FREE luncheon! Join us for professional development, networking, employee assistance and national resources. www.afpsbv.org