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18th Annual Summit on Philanthropy

Friday, September 27, 2024

8:00 AM - 4:30 PM

Berger Hall

(on the University of Colorado Colorado Springs campus)

1420 Austin Bluffs Parkway

Colorado Springs, CO 80918

Click here to register!

Join us for a day filled with:

  • Expert speakers and panelists discussing a variety of topics on philanthropy, fundraising, and more;
  • Networking opportunities with your fellow fundraisers;
  • An evening Award Reception honoring Southern Colorado's Outstanding Fundraising Professionals and Philanthropic Companies;
  • A drawing for 5 gift baskets and 1 FREE AFP SOCO Membership!



Track your CFRE Credits

AFP SOCO's 18th Annual Summit on Philanthropy is worth 5 CE Credits toward your CFRE!

Click here to download the worksheet to track your credits.

KEyNote Speakers 


Keynote Presentation

My purpose for my legacy

with Dr. Karah Maloley

Building your own legacy starts with defining your own purpose and using that purpose to uplift others. When you are clear about your own mission, you can lead by example, inspiring those around you to find and pursue their passions. A true legacy is created through mentorship, by investing in others, sharing your journey, and fostering an environment of mutual support and growth. This collective empowerment not only amplifies your own impact but also helps others thrive.

About Karah

Karah has been working with individuals and groups, creating space for honest reflection and personal revelation. Her gentle humor and straightforward challenges help leaders uncover what’s moving them forward and what’s holding them back. Karah earned her Masters in Counseling and a Doctorate of Management in Organizational Leadership.

Karah’s career started as a family therapist before moving into leadership. She was a founder of EQmentor, an online community for mentoring with emotional intelligence, where she served as Chief Knowledge Officer, creating training materials and coordinating certification programs. She has been spending her time as a consultant and coach since 2011. Coach Karah works as a facilitator engaging in mastermind groups, consulting, leading the Community Leadership Academy sessions and purpose retreats.

Karah currently lives with her family in the mountains of Colorado. Prior to living in Colorado, she traveled extensively, spending time in the Carolinas, Germany, and Italy before settling in the Vail Valley. She and her husband David have a 14 year old son, Bennett.



Keynote Presentation

The Courage of Legacy

with Brandy Bertram,
Founder & Principal of Great Big Good, LLC

Planned Giving – too complicated, too risky, too rich, too many other things to do. These are just some of the stories we tell ourselves as donors, organizational leaders, and fundraising professionals about why we can’t, shouldn’t, or don’t want to add planned giving to our fundraising programs. But what’s real, and what’s myth in the stories we tell? And what else might be possible if we courageously choose to craft a new story – one that removes the self-imposed limits that are standing between us, our donors, and the impact we both want?
About Brandy

For over two decades, Brandy has been dedicated to helping mission-centered leaders and organizations generate good in our communities by moving forward what matters most. She specializes in strategies to attract, engage, and grow resources that fuel impact including fundraising, staffing, and volunteer engagement.

Brandy’s work has taken her all over the globe where she has led fundraising, talent development, and strategic growth initiatives in sectors ranging from livelihoods development for youth and adults to land conservation and rural transportation infrastructure. She’s had the opportunity to serve in multiple executive roles, both permanent and interim, including as CEO / Executive Director, Chief Operations Officer, Vice President of Development, Vice President of Talent, and Deputy Director.

In addition to her professional efforts, Brandy enjoys supporting her community through volunteer service. She currently serves as Chair of the Board of Directors for Colorado Planned Giving Roundtable, the nation's premier membership and education organization for planned giving professionals, where she also serves on the Programming Committee.

Brandy has been named to the Denver Business Journal’s 40 Under 40 (2007), was named a Top 25 Young Professionals by CoBiz Magazine (2013, update 2024), was honored with the Peter Bowes Award from the Downtown Denver Partnership (2016) and was recognized as the Colorado Planned Giving Roundtable Volunteer of the Year (2023). She is a proud graduate of the University of Wyoming and loves spending time with her husband and rescue wonder-dog, Wallace.

Breakout Sessions


Breakout Session 1

Creative Corporate Sponsorships

with Kelly Stoecker

Corporate sponsors can feel like a whole different ball game in the fundraising and events space. Sponsorships can seem less about the relationship and mission and more about the benefits the sponsor receives (i.e. social media & advertising recognition). Let's discuss creative sponsorship packages that are scalable, executable, and mission-driven to elevate the fundraising potential of your nonprofit and special events! Learn best practices in soliciting new business, navigating "no" in declining potential sponsors, and ensuring sponsor retention year after year!

About Kelly

Kelly Stoecker is the Corporate Giving Specialist at the Humane Society of the Pikes Peak Region (HSPPR). Kelly has been in her role for almost two years and has been with HSPPR for almost five. Prior to HSPPR, Kelly worked with a local corporate sponsor for three years, dialing in all the details from the corporate side. Kelly has her Bachelors in Business Administration – Marketing from Georgia Southern University. In her free time, Kelly likes to garden, watch documentaries, and hike with her husband and dog, Molly.


 

 

Breakout Session 2

Building Success: Mastering Capital Campaigns from Design to Ribbon-Cutting

with Deb Mahan (Gazette Charities Foundation), Tyson Nunn (Nunn Construction), & Brian Risley (CRP Architects PC)

Join this panel discussion moderated by Beau Kelly (Nunn Construction) on how to plan a capital campaign from a funder's perspective. 

  • Gain insider knowledge from grant-makers, architects, and contractors to supercharge your capital campaign planning.
  • Learn proven strategies to align your project’s design and construction with your fundraising goals for maximum impact.
  • Avoid common pitfalls in grant applications and construction planning, ensuring a smoother path from concept to completion.
About the Panelists

Deb Mahan, Executive Director of Gazette Charities Foundation, a Southern Colorado affiliate of the Anschutz Foundation

Deb Mahan is the Executive Director of Gazette Charities Foundation, a Southern Colorado affiliate of The Anschutz Foundation. She has been in Colorado Springs for over 30 years and has served on many boards and commissions in our community. With a background in neuropsychology, Deb started her career in COS as Executive Director of Support Groups and Recovery Ministries at First Presbyterian Church.

She has since spent time leading in both the non-profit and business sectors, which informs her current work in philanthropy. She convenes the Colorado Mental Health Consortium, a group of experts, providers, and thought leaders advocating for mental/behavioral health legislation in the policy environment. Deb has a passion for encouraging and enhancing the well-being of all and a profound belief in the power of the human spirit to heal. She’s a yoga instructor, dancer, runner, cyclist, and most importantly, mom!

Tyson Nunn, President of Nunn Construction

As President of Nunn Construction, Tyson is involved with everything from insurance and finances to operations and preconstruction to marketing proposals. He works in every facet of the construction process from procuring work through occupancy.

Tyson’s long-term involvement in the community and construction industry has shown him that developing the best team is the key ingredient to an organization’s success. He uses that focus to cultivate a growth mindset leadership style at Nunn with a mission to continually improve, educate and implement better ways of building and doing business.

In addition to his responsibilities at Nunn, Tyson is active in the Southern Colorado Association of General Contractors and a current member of the UCCS College of Business Dean’s Community Advisory Board and the Pikes Peak Hospice Foundation Board. Tyson also has a great love for the outdoor life and his family. Tyson enjoys spending time with his wife Susan and his two children, Ava and Mason along with fly-fishing, running, mountain biking and skiing while passionately building, creating, and making a difference in his mountain home community.

Brian Risley, President and Principal Architect at CRP Architects PC

A native of Colorado Springs, Brian is passionate about supporting local community initiatives that drive positive impact for our citizens. As president of CRP Architects, Brian and his team shape the built environment by creating spaces that support recreation, education, worship, work, and many other community interactions. Having designed nearly a billion dollars worth of construction for municipal, K-12, non-profit, religious and corporate office clients, Brian is humbled by the number of people impacted by our projects. Brian is always quick to note these buildings are not about the brick and mortar, but instead are about the important connections that occur within their walls.

In his free time, Brian and his family love spending time outdoors hiking, biking, fishing, skiing and generally making the most of the beautiful Colorado landscape.

About the Moderator

Beau Kelly, Business Development Manager, Nunn Construction

Beau is the Business Development Manager at Nunn Construction. In his role, he is responsible for building community relationships, market research, and implementation. Nunn Construction is headquartered in Colorado Springs and partners with clients in the following sectors: commercial, higher education, K-12, healthcare, municipal, and nonprofit. Beau has a well-rounded perspective of the Colorado Springs community through his previous work at El Pomar Foundation, UCCS, and in commercial banking.

Beau serves on the board of directors for the Pikes Peak State College Foundation and Court Care for the Pikes Peak Region. He is also a member of the 2024 Mayor’s Civic Leadership Fellowship. He earned his undergraduate degree from Nebraska Wesleyan University, and he has an MBA from UCCS. A native of Colorado Springs, Beau enjoys reading, playing sports, and building an ice rink in his backyard with his wife Lauren and identical twin boys.

Plenary Session

Plenary Session

Diverse Perspectives in Philanthropy: A Panel of Inspiring Donors

a Panel Discussion with Dr. Sandy Ho, Kimberly Gold, and Raymond Martinez & moderated by Tiyana Hardney Vela

Join us for an enlightening panel discussion featuring a diverse group of passionate donors who are making a significant impact in the world of philanthropy. This panel brings together individuals representing different backgrounds and experiences, showcasing the power of inclusivity in giving back to the community. Learn firsthand about their unique journeys, motivations, and the impact they have made through their contributions of time, talent, and treasure to various nonprofit organizations.


About Dr. Sandy Ho

Dr. Sandy Ho (they/them) is an expert leader and practitioner in the fields of accountability and access. For almost two decades, Dr. Ho has been improving workplace cultures and elevating service to communities. As the chief equity, diversity, and inclusion (EDI) officer for CDHS, they lead the internal and external EDI efforts of the department to create equitable, inclusive, and accessible environments that reflect and respect the individual identities, abilities and backgrounds of our employees, clients, patients, communities, and partners. They also lead the way in fulfilling the five-year CDHS EDI Action Plan. 

Read more

Dr. Ho is the chair of the El Pomar Elevating Leadership Development Asian Pacific Islander Advisory Council, Commissioner on the Colorado Health Equity Commission, voting member off the Governing Boards of both Colorado Mental Health Hospitals, and teaches the UCCS GPS 1010: Muggle Studies and a variety of classes for the Student Affairs in Higher Education program as needed. They are a current fellow of the 2024 Colorado Springs Mayor’s Civic Leader Fellowship. Dr. Ho has an A.S. from PPSC and three degrees from UCCS: a Ph.D. in leadership, research and policy, M.A. in Leadership with a concentration in SAHE, and a B.A. in Communication.


About Kimberly Gold

Kimberly's journey embodies resilience and innovation, deeply rooted in the extraordinary legacy of her mother, the trailblazing first Korean female Chief Warrant Officer Five in the U.S. Army. From her mother's enduring strength, Kimberly gleaned invaluable lessons, empowering her to transmute challenges into triumphs. With a Master of Arts in Management, specializing in Organizational Leadership, Kimberly seamlessly merges academic prowess with hands-on experiences to lead transformative initiatives within the military community.

At the forefront of her endeavors is a steadfast commitment to driving change and confronting pressing issues head-on. Through her pivotal roles in esteemed organizations like Blue Star Families and the American Red Cross, Kimberly has demonstrated resolute leadership, championing causes such as combatting housing insecurity with both compassion and tenacity.

Read more

But Kimberly's influence goes beyond professional spheres; she courageously shares her personal journey, navigating the shadows of child abuse and domestic violence. Her resilience and unwavering determination not only shape her advocacy but also ignite a profound movement, inspiring others to overcome their adversities.

As a prominent advocate for mental health, Kimberly confronts the silent battles faced by military spouses with relentless dedication. Her speaking engagements go beyond mere conversation, they serve as potent catalysts for change, rallying communities to prioritize well-being and foster connections. Through her eloquence and impassioned advocacy, Kimberly's message resonates deeply, leaving an indelible mark on hearts and minds. Acknowledged for her unwavering commitment and transformative influence, Kimberly stands as a beacon of hope and innovation within the military community, her legacy transcending conventional boundaries.


About Raymond Martinez

Raymond Martinez has worked in the hospitality industry for over 18 years in a variety of departments and positions, and recently transitioned back into hotels working at the Antlers Wyndham Hotel in their sales department. He is currently President of Hospitality Sales Marketing Association International (HSMAI) of Southern Colorado and has served on the board for over 8 years, serving as Communications Chair and Special Events Chair.

Raymond is a Colorado native and a local spin instructor at Cycology Studios in Downtown Colorado Springs. He has a strong passion for listening to people's stories and loves to hear someone's experience and their perspective of life. Tell him something that makes you smile, laugh, or moves you to dance!


About Tiyana Hardney Vela

Tiyana Hardney Vela serves as the Alumni and Donor Engagement Director at the University of Colorado Colorado Springs (UCCS), overseeing alumni relations, donor relations, and donor communications. Tiyana's passion for writing led her to pursue a degree in Journalism from Colorado State University where she graduated with her bachelor's in Journalism and Technical Communication and a minor in Ethnic Studies. She also holds a master's degree in Organizational and Professional Communication with a concentration in Public Relations and Marketing from the University of Denver.

Tiyana brings over 12 years of experience working in communications and community relations, in everything from writing newsletter articles and designing collateral and social media content, to crafting compelling impact stories, video interviewing, community outreach, and engagement.

Colorado Springs has been home to Tiyana since 2014. She resides in the Southeast with her husband Isaac and two sons Zion and Langston. Tiyana loves the Springs because of the beautiful views and the great local restaurants. Tiyana is also a member of the AFP IDEA committee.


SPONSORS MAKE IT HAPPEN!

Without our generous sponsors, the Annual Summit on Philanthropy would not be affordable to the vast majority of the southern Colorado community. This day of philanthropy provides invaluable services to help fundraisers do their jobs better and celebrates philanthropy in southern Colorado. By supporting this conference, all of our sponsors enable the philanthropic community to attend for a reasonable cost.

Gold Sponsors



Silver Sponsors




Bronze Sponsors






Exhibitor & Other Sponsors




Become a Sponsor for the
2024 Summit on Philanthropy!

Looking to sponsor, but don't see a sponsorship package that fits? Reach out to president@afpsoco.org to find something that works for you!

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