Getting to the Heart of the Matter!

Date: Monday, February 26, 2018
Time: 11:45am - 1:00pm
Location: Ruth Eckerd Hall
Speaker: Keith Todd, Ernestine Morgan CFRE, George Ann Bissett, Mike Sutton, CFRE

Getting to the Heart of the Matter!

Joint Luncheon with Charitable Gift Planners of Tampa Bay

Speakers: 

  • Keith Todd, Vice President for Development and University Relations with University of Tampa
  • Ernestine Morgan, CFRE,  President and CEO of The Morton Plant Mease Health Care Foundation
  • George Ann Bissett, President, CEO of the Dunedin Fine Art Center
  • Mike Sutton, CFRE, Chief Executive Officer of Habitat for Humanity of Pinellas County

Moderator:

  • Marlene Spalten, President & CEO of the Community Center Foundation Tampa Bay

 

While a client may have may have the passion to initiate a charitable gift, it is the responsibility of the financial professional and charitable gift officer to facilitate the gift process in a timely and seamless manner.

Come hear our powerful panel of development professionals in areas of healthcare, housing, education, and the arts discuss the ins and outs of charitable giving, and how fund-raising professionals can better work with financial professionals to fulfill client intentions.

Questions to be answered include:

What do financial professionals need from non-profit leaders to help facilitate gifts?

What elements involve effective communication between a financial advisor and a charitable institution to expedite client desires in fulfilling a charitable gift? 


 

The luncheon meeting will be held at Ruth Eckerd Hall, Margarete Heye Great Room located at 1111 McMullen Booth Road, Clearwater 33759. The meeting will begin promptly at Noon with the opportunity to network at 11:30 a.m.

 


Luncheon Sponsor:

 


Meeting Location:

Ruth Eckerd Hall ~ Margarete Heye Great Room 

1111 N. McMullen Booth Road

Clearwater, FL 33759


Advance reservations are required.

Members - FREE (Included in Annual Dues)

Potential Members - FREE (1st Time Guests that are potential members)

Guests - $25.00


   

George Ann Bissett, MA, CFRE, President/CEO, Dunedin Fine Art Center

To say that George Ann Bissett is a great leader who knows how to help an organization grow is a precise statement. Over the years, she has stood firmly beside her credo: ‘The importance of art is the driving force throughout and the gratification of being a part of the creative process has been the inspiration’. The following is an example of her latest accomplishments

In January 2005, George Ann joined the Dunedin Fine Art Center as president and CEO. Under her leadership, the facility grew from 12,400 sq. ft. to approximately 40,000 sq. ft. DFAC’s student enrollment increased from 3,722 in 2008 to 6,000 in 2017. DFAC also hosts seven award-winning galleries, the Gallery Shop and the Palm Café.

Since 2005, DFAC’s operating budget has grown from $625 thousand to over $2 million. A major highlight of George Ann’s leadership came in the expansion of DFAC, with over $6 million raised for studios and galleries. Successful fundraising projects from Creative Visions 2009 to 2016 Capital Campaign helped realized DFAC’s goal.

Bissett is a member of the Dunedin North Rotary, Florida Association of Museum Directors of Art, the Association of Fundraising Professionals (AFP), and the National Society of Arts & Letters. Bissett is a 2016 alumnus of the Nonprofit CEO Leadership Program and 2007 alumnus of Leadership Pinellas. She has served as a panelist for grants, a judge for art shows, a member of public art committees, and a member of the Advisory Board for the National Association or Arts & Letters.

George Ann’s career spans two countries, England and the United States, devoting most of her work to not for profit management and fundraising for the arts and education. Before joining DFAC, she served as a Major Gifts Officer for the University of North Carolina in Chapel Hill, NC. Her prior occupations include Executive Director of Waverly Community House, Development Director of Good Shepherd Hospital and Marketing Director of the Pittsburgh Ballet.

Bissett achieved a Masters of Arts degree from the University of Pittsburgh and a Bachelor of Arts from Manchester University in England. She received Ph. D credits from the University of North Carolina Chapel Hill in the School of Journalism and Mass Communication.

 

Ernestine Morgan,CFRE President & Chief Executive Officer

Ernestine Morgan is the President and CEO of Morton Plant Mease Health Care Foundation, an $100 million institution providing philanthropic support to the not-for-profit hospitals of Morton Plant Mease.  

After several years as a small business owner and a community volunteer, Ernestine joined the Foundation in 2001 as the Special Events Coordinator and for nearly 15 years has been a key player in the success of the Foundation. Her roles at the Foundation have included Director of Corporate Giving, Director of Major Gifts, and V.P. of Development.

Community Service has been a passion for Ernestine for over 20 years. She is a member of the Board of Directors for the Clearwater Chamber of Commerce and a founding members of the chambers AchievHers. She is a Past Sustainer President of the Junior League of Clearwater/Dunedin and a Past President of the Junior League of Clearwater/Dunedin Foundation. She is also a WOW (Worn out Women) member of the Children’s Home Society- Silver Coffee Committee.

Ernestine received her Certified Fund Raising Executive (CFRE) designation in 2010. She is a member of the Association of Healthcare Philanthropy (AHP), where she has served as a member of the Conference Advisory Council and as Education Track Dean of Annual Giving and Major Gifts. Ernestine has been a speaker and facilitator at several local organizations such as the Annual Not-For-Profit Workshop as well as AHP Regional, National and International Conferences. 

 

 

Marlene Spalten,  President & CEO of the Community Center Foundation Tampa Bay

Marlene Spalten joined the Community Foundation of Tampa Bay as its President and CEO in October 2012. With an objective of significantly increasing philanthropy in the region, she was listed on Tampa Bay Business Journal’s “25 People to Watch in 2013”. Since its inception in 1990, CFTB has distributed $200 million in grants while building assets to over $228 million through community leadership, philanthropic services, and creative grantmaking. Marlene serves on the Boards of the Florida Philanthropic Network (FPN), Florida College Access Network (FCAN) and Community Foundations of Florida (CFF). She is a graduate of Cornell College with a BA in English. 

 

 

   

Mike Sutton, CFRE Chief Executive Officer

Mike Sutton is the Chief Executive Officer for Habitat for Humanity of Pinellas County, where he has served since March 2014. As CEO of a $13M nonprofit organization, Mike provides leadership and oversees the continued delivery of the Habitat for Humanity mission of partnering with people in need to build and renovate decent, affordable housing in Pinellas County. He is responsible for building and growing community partnerships, directing staff and volunteers, overseeing fundraising efforts, and maintaining a high level of quality for all Habitat programs. Habitat for Humanity of Pinellas County is a top 12 Habitat affiliate (of more than 1,300 Habitat affiliates in the U.S.).

Prior to his role with Habitat for Humanity of Pinellas County, he spent five years with Brothers Big Sisters of Pinellas County where he has served as Executive Vice President & Chief Development Officer. In his role with Big Brothers Big Sisters, Mike worked in tandem with the CEO and Board leadership to advance the strategic and overall operational approach to advance the mission of BBBS. He also supervised the development, marketing/communications and recruitment staff while devising, implementing, directing and monitoring the agency’s comprehensive fund development strategic and tactical plans.

Mike is a Certified Fund Raising Executive (CFRE) with experience in the non-profit sector dating back to 2001. Prior to his work with Big Brothers Big Sisters, he served as director of development for Habitat for Humanity in Bryan/College Station, Texas. Although located in a small market, B/CS Habitat produced an average of 20 homes per year partnering with low-income families in need of house. While in Texas, Mike also served as a member of the Board of Directors for the State Associate of Texas for Habitat for Humanity.

Mike holds a Bachelor of Arts degree from the University of South Florida. He has received his Certificate in Fundraising Management through Indiana University’s Center on Philanthropy. In 2011, Mike obtained his CFRE (Certified Fund Raising Executive) certification and was honored as an Up & Comer through the Tampa Bay Business Journal in 2010. He is a member of the Association of Fundraising Professionals. He is also a member of the board of directors for the Clearwater Regional Chamber of Commerce. Mike became a member of The Copperheads (the charitable arm of the Valspar Championship) in September 2014. He is an active member of the University of South Florida Alumni Association and the Tau Kappa Epsilon Fraternity Education Foundation. 

 

L. Keith Todd

L. Keith Todd recently spearheaded the largest fundraising match in U.S. philanthropic history. Todd is currently The University of Tampa’s vice president for development and university relations.

Todd came to UT with more than 30 years’ experience in advancement, serving on advancement teams at the University of North Carolina-Chapel Hill, The Ohio State University, The Medical College of Georgia, the Medical University of South Carolina, the University of Illinois-Chicago and most recently, Oregon Health & Sciences University.  

As president and CEO of the OHSU Foundation, Todd most notably architected the $500 million two-year match campaign that was supported by Phil and Penny Knight and is considered the largest match campaign in U.S. philanthropic history. The campaign ultimately raised $1.4 billion.

Todd received a master’s degree in education-institutional advancement from Vanderbilt University and a bachelor’s degree in psychology from Clemson University.

 

 

 

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