Breakfast – The 8 Languages of Money; Sponsored by U.S. Trust

Our Speaker

Liz Dederer, Author & Creator of CloseClients Quickly.com*
Sales & Money Coach for Women Entrepreneurs

Liz has been featured on the international Women and Money Summit for her innovative approach using The 8 Languages of Money for team building, leadership, sales and marketing helping clients achieve their goals.


About Our Session

In this lively and engaging presentation, Liz will share powerful strategies to speak the value of your organization and share with us:

  • What each of The 8 Languages of Money are
  • How the the hidden challenges of these Languages can be holding you back from engaging donors to support your organization
  • How to identify and engage prospects to support your organization.

A question and answer session will follow.


Our Sponsor

U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients’ wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,000 professionals and maintains 97 offices in 31 states.

As part of Bank of America, U.S. Trust can provide access to a broad range of banking solutions for individuals and businesses, and an extensive retail banking platform.

Mark A. DeCruccio
Senior Vice President-Private Client Advisor
U.S. Trust, Bank of America Private Wealth Management
1 Gorham Island, Suite 2o2, Westport, Ct 06880

203-341-3213
mark.decruccio@ustrust.com


Reservations

The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold its monthly educational program on Thursday, June 2, 2016 from 7:30 – 9:30 a.m. at The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk, CT. Registration/networking starts at 7:30 a.m., and the buffet opens/meeting starts promptly at 8:00.

Special “Guest of Member” Pricing Option* !

A BENEFIT for all AFP-Fairfield County Chapter Members. We encourage you to invite a guest and prospective member to AFP breakfasts at a special rate of $35. *Reservations must be made online by the member. Limit one per member at this special rate per event. Member must attend the event. Walk-in guests will not qualify for special rate.

  • Contact Marianne Hickey at 203-834-1910, or by e-mail at mshickey@optonline.net
  • Breakfast fee:
    • AFP Members – $25
    • Guest accompanied by AFP Member and paid in advance by member – $35
    • Non-Members – $45
  • We accept checks, and online credit card payments. If you wish to register online using your credit cardclick here for the link
  • Make check payable to “AFP-FC” and mail to:Marianne Hickey, 29 Black Alder Lane, Wilton, CT  06897

*Payment is appreciated in advance

*Anyone who has made a reservation and cannot attend the breakfast must cancel by 12 pm on the Wednesday preceding the breakfast. If no cancellation has been received, there will be no refund or carry over of the breakfast fee. If pre-payment has not been made and no cancellation has been received by 12 pm on Wednesday, that person will be billed for the amount due for the breakfast.


CFRE Credits

CFRE_ContEd_Logo16You earn 1.5 CFRE credits toward certification for each Breakfast Meeting you attend. For more information about CFRE certification, please visit: http://www.afpnet.org/Professional/CertificationList.cfm?navItemNumber=554


 We thank the following 2016 Sponsors

for making our Programs available:

January 7, 2016 Breakfast

 

Brian R. O’Connor

First Vice President-Wealth Management
Senior Financial Advisor
The O’Connor Group

1499 Post Road, 2nd Floor
Fairfield, CT 06824

T 203.254.6913    F 203.635.4552
brian_oconnor@ml.com


February 10, 2016 Evening Presentation

Danosky & Associates helps non-profit organizations build the capacity to move their strategic vision forward with a solid foundation and an army of support behind them. Our approach draws upon five key disciplines that can work together as an integrated solution or be used independently to address specific concerns.  Our approach is achieved with the expertise of our consultants working together to provide nonprofit organizations with the best possible results and as a Certified BoardSource Governance Trainor, Sharon Danosky is taking Boards to new heights. The five key disciplines are; Board Empowerment, Philanthropic Advancement, Financial Capacity, Reputation and Crisis Management and Management Transformation. Through assessments and analysis, we develop comprehensive plans that; Nurture and inspire your constituencies, develop and build alliances, create a culture where philanthropy thrives, raise significant financial support, plan for contingencies, assure accountability and transparency, and position your cause for the future.

143 West Street, Ste. 123A, New Milford, CT  06776
860-799-6330
www.danosky.com


March 17, 2016 Luncheon

Who We Are

Since 1995, we have shown leading nonprofits across the United States and Canada how to remove their biggest planned giving obstacles and double the results of their planned giving efforts with limited time and money… and we GUARANTEE satisfaction. We can guarantee satisfaction because we regularly listen to nonprofits—and their donors—and take what we hear to continually perfect the planned giving bridge between nonprofits and their donors. The result is the most cost effective, time efficient planned giving presentation system on the market. Charities call it “donor motivation in a box.”

Through The Donor Motivation Program® and The Donor Motivation Professionals of North America, a network of trained professionals, we have shown North American charities how to “motivate planned giving” and double their results. Tens of thousands of donors have engaged in our Donor Presentation Experience and rated it either “one of the finest” or “absolutely the best” of its type.  Why?  It’s donor-centric!

Donald S. Harmelin
Executive Director
84 West Park Place, Stamford, CT 06901

Don@donormotivation-ct.com
203.352.2940

CFRE Credits

You earn 2.0 CFRE certification credits for attending The Donor Motivation Program’s work shop, “The 7 Most Influential Planned Giving Trends of 2016… and How to Take Action Now!”


 April 7, 2016 Luncheon

BlumShapiro is the largest regional accounting, tax and business consulting firm based in New England with offices in Connecticut, Massachusetts and Rhode Island. We have grown to over 400 accounting, consulting and administrative professionals, making us one of the top 60 largest accounting firms in the U.S.

Drawing upon our breadth and depth of experience in our primary service areas — privately held businesses, non-profit organizations and government entities–we strategically tailor and consistently deliver tested solutions for unlocking the full potential of your organization. Our highly valued team members bring their diverse backgrounds and strengths to the table resulting in you receiving a true blend of national firm experience and local firm delivery. We offer a wide range of services under one roof, including audit, tax and business consulting. Our team shares a common passion:  a personal commitment to each client’s success as well as to the communities in which we live and work.

Lori M. Budnick, Partner
29 South Main Street, West Hartford, CT 06107
PH: 860-561-6828
lbudnick@blumshapiro.com
www.blumshapiro.com


June 2, 2016 Breakfast

U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients’ wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,000 professionals and maintains 97 offices in 31 states.

As part of Bank of America, U.S. Trust can provide access to a broad range of banking solutions for individuals and businesses, and an extensive retail banking platform.

Mark A. DeCruccio
Senior Vice President-Private Client Advisor
U.S. Trust, Bank of America Private Wealth Management
1 Gorham Island, Suite 2o2, Westport, Ct 06880

203-341-3213
mark.decruccio@ustrust.com


September 8, 2016 Luncheon

Tango_Logo_2014

TANGO is a community of non-profit organizations that leverages its collective clout to create a platform on which socially responsible companies can deliver support that drives innovation, fiscal responsibility and mission advancement. By banding together, we have changed the way business is done.  Our collective purchasing power drives a better deal – beyond the “non-profit rate” our members benefit from the sharing of intellectual capital, best business practices, peer-to peer engagement and the untold benefits of being a part of a community that “gets it.”

Rollin Schuster, Founder & President
Laura Hurlbirt, Associate Director
877-70-TANGO
info@tangoalliance.org
www.tangoalliance.org


October 6, 2016 Event (breakfast or luncheon TBD)

Dylewsky, Goldberg & Brenner, LLC was founded approximately twenty five years ago by certified public accountants committed to providing the highest quality services to not-for-profit organizations, individual taxpayers, business owners and their businesses. We believe that attentive, personal service is the basis for a successful accountant-client relationship. We view this professional bond as an ongoing commitment to our clients’ financial, management, and tax matters – not merely an examination of data. Our dedicated staff of qualified professionals is committed to providing you with diverse services and benefits.

Our experience with not-for-profit organizations is extensive and up-to-date as it is a significant practice area for our firm.  We have two offices to serve our clients throughout the tri-state area in Stamford, CT and Westport, CT.

For more information, please contact Scott M. Brenner, CPA at 203-975-8830 or sbrenner@dgbcpas.com.


December 1, 2016 Annual Meeting and Luncheon

CompuMail has provided marketing communication services for over 25 years, specializing in dataprocessing; graphic design services; digital, offset, and thermographic printing; purl, gurl and QR code development; direct mail services and more – all in our facility in central Connecticut. Whether it is printing your business cards or developing and managing your fundraising campaign, we engage industry leading technologies in order to bring our clients the best products and results.

Call us today to address any of your marketing or fundraising needs!

860-628-2770
Meghan@compumail.net