2021 Summit on Philanthropy

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WELCOME TO THE 15TH ANNUAL

September 24, 2021 Virtual Education Sessions with Award Presentations Followed by In-person Award Reception


SPONSORS GOLD

SILVER

BRONZE


FRIDAY, SEPTEMBER 24, 2021

9:00 AM

SCHEDULE

Welcome and Keynote Dr. Eric Bean - Resilient and Adaptable Leadership in an Age of Disruption Leadership is challenging, exciting, stressful, fulfilling, and, at times, exhausting. Like any year, leaders experienced a range of emotions in 2020 but with the additional realities of the Covid-19 pandemic, many of the positive experiences of leading were muted while the negative ones were amplified. In 2021, leaders continue to face challenges with Covid-19 as well as continued demands for remote work, zoom fatigue, and an increased prioritization for mental health within their teams. In his work with elite athletes, executives, and high performers across industries Dr. Bean has observed that people either crumble under stress, bounce back, or become stronger. In this presentation, Dr. Bean will discuss how to become a Resilient and Adaptable Leader by building greater selfawareness, increasing mental flexibility, and exploring how to lead others through periods of high stress.

10:10 AM

Break

10:15 AM

Second Session with Dr. Eric Bean Purpose Driven Performance At the heart of being a Resilient and Adaptable Leader is self-awareness of your strengths, weaknesses, preferences, and, most importantly, your purpose. As a result of 2020, many people are reexamining their purpose as our work experience during the pandemic compelled many of us to reevaluate our work-life priorities. In this breakout session, Dr. Bean will guide participants to further enhance their self-awareness by examining the science of purpose, the role purpose has in being a Resilient and Adaptable Leader and how a clear purpose serves as the basis for a leadership philosophy. Participants will be provided time and guidance to cultivate their own leadership philosophy.

11:00 AM

Lunch Break

11:30 AM

Presentation of the 2021 AFP SOCO Philanthropy Awards and Final Keynote with Leah Davis Witherow, M.A. History of Philanthropy in the Pikes Peak Region

12:45 PM

Closing Remarks


SPEAKERS MORNING KEYNOTE SPEAKER & SECOND SESSION SPEAKER Dr. Eric Bean Director of High Performance at HigherEchelon, Inc Dr. Eric Bean is a high performance and leadership consultant. Through both one-on-one and group trainings, Eric has worked with Army Special Forces, Navy SEALs, surgeons, business professionals, and athletes on the psychology of high performance, leadership development, culture, and team dynamics. While working with the Army, Eric led a small team to create and implement the first mental training curriculum for surgeons and emergency physicians at Madigan Army Medical Center. Dr. Bean partners with organizations in both private and public sectors to design, develop, and implement customized solutions for enhancing leadership, aligning strategy and culture, and generating powerful team performance. Dr. Bean has taught a graduate level Leadership Theory and Application course at Boston College, has coached Fortune 100 leaders, and is the host of the podcast Coaching Through Stories: Lessons in Leadership and High Performance. Dr. Bean is a Certified Mental Performance Consultant, an Associate Certified Coach through ICF, and serves as the Public Relations and Outreach Chair on the Executive Board within the Association for Applied Sport Psychology. Eric received a Bachelor of Arts in Psychology from the University of Southern California, a Master of Science in Sport Psychology from Cal State Fullerton, and a Ph.D. from Michigan State University in Sport and Exercise Psychology. Dr. Bean has gained insights from both elite performers and junior athletes on what it takes to be their best and is a published, peer-reviewed author.

CLOSING KEYNOTE SPEAKER Leah Davis Witherow, M.A. Curator of History at the Colorado Springs Pioneers Museum Leah Davis Witherow is the Curator of History for the Colorado Springs Pioneers Museum. She graduated with a B.A. in History and a Certificate in Eastern European and Russian Studies from California State University, Long Beach and an M.A. in History from University of Colorado, Colorado Springs. Additionally, she has taught American History at UCCS since 2000, specializing in the history of Colorado, the Progressive Era, Labor and Women. In 2014 she was selected as the UCCS College of Letters, Arts and Sciences Outstanding Lecturer of the Year, and in 2018 was selected as a “Woman of Influence” by the Colorado Springs Business Journal.


AWARDS 2021 AFP SOUTHERN COLORADO CHAPTER PHILANTHROPY AWARDS

YOUNG FUNDRAISING PROFESSIONAL PAIGE DUBMAN The PLACE Ms. Paige Dubman is from St. Louis, Missouri, and she joined the Colorado Springs community in October 2020. She works on the development team at a local nonprofit, The PLACE, where she serves as a Development Officer. In her position, Paige focuses on increasing funding and awareness of The PLACE while building relationships in the Colorado community. She considers this role to be a privilege, as it provides insight to the connections donors have to the mission at The PLACE and the Colorado Springs community. Paige has always been passionate about philanthropic work, and she has volunteered and participated in fundraising efforts for organizations such as Muscular Dystrophy Association, American Cancer Society, and Association on Aging with Developmental Disabilities. Paige graduated from University of Missouri-St. Louis where she obtained a bachelor’s degree in Liberal Studies with a focus on Music and English. Paige has also received a certificate in Nonprofit Management from University of Texas—Austin. Paige currently serves as a volunteer for the local chapter of Back on My Feet where she was previously a Development Intern. In her free time, she enjoys exploring the running trails in Colorado Springs and spending time with her boyfriend, dog, and cat.


AWARDS 2021 AFP SOUTHERN COLORADO CHAPTER PHILANTHROPY AWARDS

OUTSTANDING FUNDRAISING PROFESSIONAL LANCE JAMES PPLD Chief Development Officer and PPLD Foundation Executive Director Lance James serves as the Pikes Peak Library District’s (PPLD) Chief Development Officer and the PPLD Foundation’s Executive Director. In that role, he is responsible for all aspects of building and managing strong partnerships with individual donors, foundations, businesses, and nonprofit groups in the Pikes Peak regional community to support PPLD’s extraordinary staff, its 16 locations, and 3+ million annual visitors.

Prior to joining PPLD in 2018, James led the philanthropic efforts of the Colorado Springs Pioneers Museum, Harrison School District Two and the Major League Baseball Players Alumni Association at various times during the past 25 years. A Colorado Springs resident since 1996, James graduated from the Center for Creative Leadership’s Community Leadership Program and serves on the Harrison School District Two Foundation Board of Directors. He is a proud former board member of the Association of Fundraising Professionals Southern Colorado and Big Brothers Big Sisters of Colorado - Pikes Peak. He is married to his wonderful wife Jessica and has two amazing children and a furry, yellow Labrador retriever. In his spare time, you can find him digging in his garden, coaching youth baseball, making a mess cooking in the kitchen, and officiating college and high school soccer matches. Regarding this award, James said, “I am deeply humbled to join the esteemed list of award winners who came before me. What makes this honor all the more special is that it comes from my peers and to be recognized by those you serve with is incredibly gratifying. Thank you to the PPLD staff and Trustees and the PPLD Foundation board for all your support and making my job a joy.”


AWARDS 2021 AFP SOUTHERN COLORADO CHAPTER PHILANTHROPY AWARDS

OUTSTANDING LARGE PHILANTHROPIC COMPANY

THRIVENT Beginning in 2005, Thrivent entered into a national partnership with Habitat for Humanity International in support of affordable housing throughout the United States. Up until the end of calendar year 2020, Thrivent and its members have contributed more than $267 million and more than 6.1 million volunteer hours to Habitat affiliates throughout the nation. Thrivent, since the national partnership was launched, has supported Pikes Peak Habitat for Humanity (PPHFH) in El Paso County, Colorado in support of providing decent, safe, and affordable housing. This partnership still exists today, 16-years since its launch. Thrivent’s generosity and care for low-income families throughout El Paso County, has meant that it has been the lead sponsor for 15 new home builds, committing more than 50% of the cost to build a home (including land). By the nature of new home construction, nearly each year since Thrivent's first sponsorship the cost of building has risen on the previous year. This however, has not deterred Thrivent from providing a gift to PPHFH that is at least 50% to build, with year upon year the donation increasing to match the cost of home building.

The local Thrivent office team commits time to help build houses, bring lunch for volunteers, and reach out to others to help lift up families. Thrivent also encourages local churches, faith organizations, and companies to give to these projects by donating funds and/or in-kind services or materials and giving their time to volunteer with PPHFH to work side by side with future homeowners— collectively coming together to build affordable housing for local families.

Celebrating the impact of philanthropy on the southern Colorado area


AWARDS 2021 AFP SOUTHERN COLORADO CHAPTER PHILANTHROPY AWARDS

OUTSTANDING SMALL PHILANTHROPIC COMPANY

PICNIC BASKET CATERING COLLECTIVE After entering our 32nd year of business, here at Picnic Basket Catering Collective, we continue to feel so strongly about the magnificent beauty all around us here in Colorado Springs, as well as caring deeply about the remarkably passionate people that live in this community. We take pride in helping support organizations such as The Place, Colorado Springs Conservatory, Homeward Pikes Peak, San Isabel Land Protection Trust, as well as being involved in over 15 boards/non-profit organizations throughout the community. All of which are committed to sustaining our environment, developing community, and strengthening the people of the Pikes Peak region. We strive for a goal of giving back at least $1 for every $100 we bring in and donating every 10th meal we produce. Beyond a dollar amount it is just as important for us to donate our time and resources to those we have the power of supporting and that have continued to support us throughout the years. We feel extremely fortunate to have a product and a service that can help us have that giving platform for our AMAZING community in Colorado Springs.

#NPDLove


AWARDS PAST PHILANTHROPY AWARD WINNERS

AFP INTERNATIONAL AWARD WINNERS FROM AFP SOCO 2004 Jay Maloney, CFRE YOUNG FUNDRAISING PROFESSIONAL 2020 2019 2017 2016 2015

Zuleika Johnson Rebekah Gans Michelle Reich Erica Oakley-Courage Kelly Shelton

2014 2013 2012 2011 2010 2009

Lori Jarvis-Steinwert Donna Gibson Monica Carruth Christi-Marie Butler Kristen McGee Erin Taylor

OUTSTANDING FUNDRAISING PROFESSIONAL 2020 2019 2018 2017 2016 2015 2014 2013

Andy Petersen Crista Muchmore Martin Wood Joan Selman Sheila Ferguson, CFRE Ron Rubin Gina Taranto, CFRE Josh Bailey, CFRE

2012 2011 2010 2009 2008 2006 2005 2004 2003

Janet Fieldman, CFRE James K. Brozo, CFRE, CSPG Brinah L. Vincent, CFRE Diane LeBlanc, CFRE Thomas (Jay) Lowden Jeanne Conder Stephen Elder Kimberley Sherwood Jay Maloney, CFRE

LIFETIME ACHIEVEMENT 2018 Dolores Cromeens 2014 BJ Scott 2007 Barbara Yalich OUTSTANDING PHILANTHROPIC COMPANY 2020 Xcel Energy 2019 Dunn Perrault & Associates of Northwestern Mutual


MEMBERSHIP

Watch for the Chamberlain Scholarship and CFRE Scholarship — both will open in October! The Association of Fundraising Professionals (AFP) Southern Colorado Chapter (AFP SOCO) advances philanthropy by enabling people and organizations to practice ethical and effective fundraising. The core activities through which AFP SOCO fulfills this mission include education, training, research, advocacy and certification programs.

Benefits for Members Only - 8 Reasons to Join AFP! Local Chapter Benefits • • • •

Member scholarships (CFRE and Chamberlain) FREE coffee chats Discounts on all AFP programs FREE AFP Webinars

AFP International Benefits • • • • •

Discount on CFRE certification FREE AFP Webinars Discount for AFP ICON FREE access to AFP’s Compensation and Benefits Report AND MORE!

IDEA Member Scholarships available now from our chapter! More info at https://afpsoco.org/idea


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