Our Programs and Events

Whether you are new to the field and want to learn the basics, or are more seasoned and wish to deepen your knowledge and troubleshoot challenges with your peers, DER has something that is right for you. Every month, DER delivers innovative and affordable fundraising education and networking events that are specifically designed to meet the needs of today’s development professional.

We offer multiple ways for you to learn and connect with your community.

  • Monthly Luncheons    At these individual speaker or panel events you’ll hear from experts in the field and stay up-to-date on the latest industry trends.  You’ll also have the opportunity to meet and mingle with your fundraising colleagues and other nonprofit professionals. Luncheons are typically held on second Fridays and lunch is served!

  • Roundtables   An expert-guided peer learning and discussion session that affords each individual the opportunity to participate in a small group (25-40 people) setting.

  • Workshops    Groups of various sizes engage in a structured, interactive learning experience where participants leave with a plan or “work product” for implementation.
  • Hank Rosso Forum   Every other fall, DER partners with the Association of Fundraising Professionals (AFP) Golden Gate Chapter to present the Hank Rosso Forum in honor of DER’s founder and the author of Achieving Excellence in Fundraising.  At this half-day event, participants take a deep dive into the opportunities, challenges, and latest trends facing today’s fundraisers. An afternoon of panel discussions and speakers is followed by an intimate networking reception and delicious hors d’oeuvres.

The topics covered in our events typically include major gifts, corporate and foundation grants, donor prospecting, appeals and stewardship, measuring impact, working with boards, and more. Development professionals who participate in the CFRE (Certified Fund Raising Executives) program can earn continuing education points at qualifying DER events. We provide all the information you’ll need to keep track of your progress.

We are always looking for speakers who have expertise on a topic or a success or learning experience to share. If you would like to suggest a program idea or volunteer to speak at a DER event, send an email to programs@dersf.org.

Bay Area Giving Trends & Reflections on 2020 and 2021

September 10, 2021; 12 noon to 1:30 PM.  Please register for this virtual event and join us at 11:45 AM for networking.

According to Giving USA 2021, charitable giving reached a record $471.44 billion in 2020, growing 5.1% over the revised 2019 total. How do these national numbers compare to the Bay Area totals?

Join us for an interactive discussion about the Giving USA 2021: The Annual Report on Philanthropy for the Year 2020. According to the report, charitable giving reached a record $471.44 billion in 2020, growing 5.1% over the revised 2019 total. How do these national numbers compare to the Bay Area totals? On September 10, our panelists will reflect on the newly released report, share their experiences and lessons learned from 2020, and discuss their plans and insights for 2021. The program will also include breakout rooms, please come prepared to share your perspectives.

This program is eligible for 1.5 CFRE Credits.

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Please meet our panel for this DER Program.

Karolo Aparicio, Annual Giving Officer, Bay Area Leads Fund at the San Francisco Foundation

Karolo Aparicio is the Annual Giving Officer for the Bay Area Leads Fund at the San Francisco Foundation. Karolo has led fundraising efforts at organizations such as GRID Alternatives, the Sierra Club, Global Fund for Women, EcoViva, and International Rivers. He is a Certified Fundraising Executive and is a frequent lecturer and workshop facilitator on fund development and non-profit management. He holds Master’s degree in Anthropology from Vanderbilt University, and an MBA and BA from San Francisco State University.

Fredric J. “Rick” Happy, Principal and Managing Director, CCS Fundraising

Frederic J. “Rick” Happy is a Principal & Managing Director of CCS Fundraising. At CCS, Rick has provided professional counsel to numerous educational, healthcare, civic, environmental, and religious institutions, directing over 100 capital campaigns, which have raised a combined total exceeding $2 billion. He has served on the Board of the Giving Institute and has spoken at numerous conferences. Rick oversees CCS’s operations in the western U.S. and Canada. He and his family reside in the East Bay.

Kelly O’Lague, MSW, Chief Executive Officer, Hively

Kelly O’Lague, MSW is Chief Executive Officer of Hively, a nonprofit providing resources and support to children and families in Alameda County. Kelly is a licensed clinical social worker with over 30 years of experience working with children and families. She also has extensive experience leading social service organizations and facilitating board development efforts for nonprofits throughout the U.S. Kelly holds undergraduate and graduate degrees from UC Berkeley and was the founder of the Stanford University Medical Center Sexual Abuse Clinic.

Preston S. Walton, President, Alameda Health System Foundation

Preston S. Walton is the President of Alameda Health System Foundation, a nonprofit cultivating community support and funding for Alameda Health System, the County’s patient- and family-centered, safety-net health system. Preston has held leadership roles with Kaiser Permanente and University of San Francisco. He also serves as faculty for the Executive Leadership Academy at the Center for Studies in Higher Education at UC Berkeley. He holds undergraduate and graduate degrees from University of San Francisco.

And our Moderator for this Program.

Shake´Sulikyan, Board Member and Co-Chair of Programs, Development Executives Roundtable

Shaké Sulikyan is a Board Member & Co-Chair of Programs for DER. She is a nationally recognized nonprofit leader who aligns talent and resources to drive larger-scale initiatives, build fruitful relationships, and reach record-breaking goals. Shaké has successfully raised millions of dollars for healthcare, universities including Harvard Medical School and Simmons University, and nonprofit organizations throughout the U.S. Shaké has a long-standing career in volunteer roles, leading workshops and training sessions nationwide, and serving on nonprofit boards.

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Registration for this event is required.  The cost of the event is $20 for DER members and $40 for non-members.   (NOTE: To receive the discounted members’ rate, you must sign in to your account before registering.)  Click here to join DER or renew your membership!!  Registration deadline is Thursday, September 9th at 5 PM!

 

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Cancellation Policy: If you contact us to cancel your registration before the deadline (09/09 at 5pm), you may receive credit towards a future event. If you cancel your registration after the deadline, the payment will be considered a tax-deductible donation to DER. Thank you for your support!

 

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Venue: This social event will be held on a virtual Zoom. Final details will be sent to all registrants the evening before the event, 09/09 by 8 PM from DER’s Administrative Director. A reminder will be sent to each registrant the morning of our panel to each registrant’s email address from administrator@dersf.org. Please be sure to check your SPAM or Junk folder for the Zoom information or contact administrator@dersf.org if you have NOT received an email with your event details and information the morning of our social event.

Bay Area Giving Trends & Reflections on 2020 and 2021

September 14, 2021; 12 noon to 1:00 PM.  Please register for this free virtual event!

Between now and September 30, $1.5 billion in new COVID relief will be awarded to thousands of California nonprofits and small businesses through the state’s California Relief Grant program. Two new funding rounds offer grants of $5,000, $15,000, or $25,000.

Join DER and AFP Golden Gate for this discussion with CalNonprofits’s Sue Sigler to review the application process and eligibility requirements. She’ll answer all your questions and help your organization access these unprecedented resources during the two remaining rounds of funding.

This Salon is hosted by DER Board Member, P Tyrone Smith, owner of Do Good Stuff consulting firm and Jennifer Hull, AFP Golden Gate Chapter Manager.

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If you have an idea for a Salon topic or would like to co-host a conversation please contact Membership Chair, P Tyrone Smith.

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Registration for this free event is required. Registration deadline is Monday, September 13 at 5 PM!

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Cancellation Policy: We ask you to please contact us to cancel your registration before the deadline — Monday, September 13 by 5 PM — so that we have accurate attendance records. Thank you for your support.

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Venue: This social event will be held on a virtual Zoom. Final details will be sent to all registrants the evening before the event, Monday, September 13 by 8 PM. Please be sure to check your SPAM or Junk folder for the Zoom information or contact P Tyrone Smith if you have NOT received an email with your event details and information the morning of the event.

Planned Giving Nuts and Bolts: Ask the Experts

October 8, 2021; 12 noon to 1:30 PM.  Please join us at 11:45 AM for networking.

 

Planned Giving is mysterious to newer fundraisers and sometimes stumps even the most experienced development professional. Join this panel of experts and fellow DER members as we explore the benefits of planned giving, and find out how it can change the landscape of fundraising for your organization. Join us on October 8 for a lively discussion on the benefits of planned giving, and ask these industry experts your burning questions.

“A person has made at least a start on discovering the meaning of human life when they plant shade trees under which they know full well they will never sit.”
– D. Elton Trueblood, Former chaplain to both Harvard and Stanford Universities

Our esteemed Panelists will be announced in the next few weeks.

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 Registration for this event is required.  The cost of the event is $20 for DER members and $40 for non-members.   (NOTE: To receive the discounted members’ rate, you must sign in to your account before registering.)  Click here to join DER or renew your membership!!  Registration deadline is Thursday, October 7th at 5 PM!

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Cancellation Policy: If you contact us to cancel your registration before the deadline (10/07 at 5pm), you may receive credit towards a future event. If you cancel your registration after the deadline, the payment will be considered a tax-deductible donation to DER. Thank you for your support!

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Venue:  This social event will be held on a virtual Zoom.  Final details will be sent to all registrants the evening before the event, 10/07 by 8 PM from DER’s Administrative Director. A reminder will be sent to each registrant the morning of  our panel to each registrant’s email address from administrator@dersf.org.  Please be sure to check your SPAM or Junk folder for the Zoom information or contact administrator@dersf.org if you have NOT received an email with your event details and information the morning of our social event.

Mark Your Calendar for the 2021 Corporate Philanthropy Panel

Mark your Calendars for Friday, November 5th, 2021.  This virtual event will begin as 12 noon.

Details to follow in the coming weeks.