Member Spotlight: Patrick Heryford, Director of Development, Corporate, Goodwill of San Francisco, San Mateo and Marin

Patrick Heryford passed away on October 16, 2020.

Patrick joined the fundraising profession in 1996 and worked for a broad variety of causes, most recently at Goodwill San Francisco. He began volunteering with DER in 2011, eventually serving as President of the Board from 2015 to 2016.  During his leadership, DER rebranded and began work on the current website.  He also volunteered with the Foundation Center (now Candid) from 2009-2012, with the Association of Fundraising Professional’s Fundraising Day in 2010, and rode in the AIDS Lifecycle.  Patrick will be missed and fondly remembered for his kindness and sense of humor by the many colleagues and friends who knew him.  Patrick’s obituary is here.

Patrick’s spotlight written in December 2019:

Patrick Heryford has worked in development for 22 years.  He took his first position as the Stewardship Director at a church, with little knowledge or experience in development.  To learn about the field, he enrolled in the University of San Francisco’s one-year Director of Development certificate program.  “I enjoyed and did well in the classes, which validated that this was the field for me,” he says.

In his current position at Goodwill of San Francisco, San Mateo, and Marin, Patrick manages corporate partnerships and grant seeking, as well as builds relationships with local companies and employees that benefit Goodwill’s job readiness and career services mission.

During the two decades he’s been in the field, Patrick has seen a greater shift from transactional to relational fundraising.  “This change reflects my own thinking,” he explains, “When I started, I could send out the same proposal to a large pool of funders and sit passively at my desk waiting for responses. Today, I prefer to talk with giving officers, building relationships with them, so that my applications are focused and have the greatest chance for funding. In the past, the writing came first; today it’s nearly the last step I take when applying to a funder.”

Patrick approaches his work, and life in general, from a perspective of gratitude.  “I don’t stress about my work, meeting goals, or get nervous when asking for gifts. Rather, when starting from a place of gratitude, I believe donors recognize their value to me is beyond the amount on a check. That, coupled with the good, transformative work by the organization, is a recipe for successful fundraising.”

“I have a bell on my desk and joyfully ring it when a gift is received to celebrate our donors’ generosity.” He enjoys sharing donors’ stories with his co-workers, focusing less on the amounts and more on the reason why the gifts were made.

Patrick has been a very active member of DER for at least 15 years. He’s served on the Board, including one term as President, and co-led the former affinity group Grantseekers Anxiety Support Group (GASP).  “I attend as many luncheons as I can,” he says, “Even if the topic is not directly relevant to my work, I enjoy the networking and camaraderie, reconnecting with longtime friends and making new professional connections.”

He continues, “I always learn a lot of practical tips by attending DER sessions. I tell prospective members, I often attend a DER luncheon, and then immediately put into practice some of the techniques I learned.”

Outside of work, Patrick enjoys being in nature, especially hiking in the redwood groves.  He also enjoys bicycling and has ridden 550 miles from San Francisco to Los Angeles three times with AIDS/LifeCycle.

Patrick loves all things cultural and is a long-time member of the Fine Arts Museums of San Francisco and SFMOMA, as well as being a season ticket holder to the San Francisco Ballet and Broadway San Francisco.  “Lately I’ve also taken weekend trips to explore where I want to retire in about ten years. I’m looking for a place that is more affordable and less hectic than the Bay Area. I’m currently leaning toward Tucson, Arizona, but if anyone has suggestions, I’d love to hear them!“

Advocacy: DER & AFP AB 1712 Letter

November 4, 2019

The Honorable Mark Stone,  Chair Assembly, Judiciary Committee
1020 N Street, Room 104
Sacramento, CA, 95814

Re: Assembly Bill 1712 (Wicks) Donor Advised Funds- SUPPORT

Dear Chairman Stone:

Development Executives Roundtable and The Association of Fundraising Professionals
(AFP) Golden Gate Chapter strongly support AB 1712 (Wicks), which requires organizations
that sponsor donor advised funds (DAFs) to report additional information about their DAFs,
subject to new rules and regulations developed by the California Attorney General’s office.
DAFs have grown significantly over the past several years. The national share of total
individual charitable giving contributed to DAFs increased from 4.4% in 2010 to 10.2% in
2017, and DAF sponsoring organizations held more than $110 billion in charitable assets in
2017. This trend is alarming and controversial because:

  • The State of California spends millions of dollars annually on tax expenditures
    resulting from charitable contributions made to DAFs – while many operating
    nonprofits that provide vital benefits to California communities struggle to obtain
    the funding they need to stay afloat.
  • Recent media coverage of DAFs suggests that some DAFs provide substantial
    benefits to Wall Street financial firms and their wealthy clientele, while providing
    relatively few benefits to grassroots charitable organizations.
  • Despite their rapid growth and prevalence, very little is known about the rates at
    which DAFs distribute funds or where or to what causes those funds are given.
    Recent analyses express concerns about the impact of DAFs on nonprofits and
    communities – especially DAFs held by for profit firms like Schwab and Vanguard –
    so the need to understand their impacts has become imperative.
  • News reports indicate that in some cases political donors may be using anonymity
    provided by DAFs to conceal their support for candidates, ballot measures and other
    efforts to influence policy or the public.

The current lack of transparency around DAF giving makes it difficult to determine the
accuracy of these critiques. By gathering more reporting and financial information about
DAFs to determine levels of contributions and disbursements, AB 1712 will help
policymakers and members of the public analyze how much charitable benefits DAFs
produce and understand what entities manage them and how they are managed.
As two nonprofit membership organizations dedicated to providing exceptional
fundraising education in the San Francisco Bay Area, Development Executives Roundtable
and AFP-Golden Gate believe that thoughtful regulation will help to assure good
stewardship of charitable funds. We strongly support AB 1712 and urge you to vote in
favor of this vitally important legislation.

Sincerely,

Christine Poremski Rodrigues

President, Development Executives Roundtable

Chandra Alexandre

President, Association of Fundraising Professionals Golden Gate Chapter