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Jan 30

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Charity Watchdogs, Donor Perceptions and The Overhead Myth – A Panel Discussion

You can’t afford to miss this discussion!
Neither can your CEO, your CFO, your Director of Development!

Purchase the DVD recording of this special January 30, 2014 panel discussion now!

Special pricing is available! Remember to use your discount code at the time of “check out.” For questions regarding your purchase order, please contact Ann Walsh at (703) 689-3629 or via email at ann@dmaw.org.

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For decades, overhead ratio has been used as the primary measure of a charity’s performance. In fact, three major charity watchdogs have rated nonprofit organizations based on their overhead, giving them “thumbs up or thumbs down.” To the donor, these rating systems have become the gold standard; but for a lot of good, productive charities these rating systems have done more harm than good.

Recent debate has questioned whether overhead ratio is a valid measure of a charity’s performance, with the counter argument being that nonprofits must invest in themselves as enterprises in order to grow and succeed.

In June 2013, the three major charity watchdogs – GuideStar, Charity Navigator and BBB Wise Giving Alliance – “penned an open letter to donors of America denouncing the “overhead ratio” as a valid indicator of nonprofit performance.”

The debate, though, is still raging! And, you will want to be part of it!

The January 30, 2014 panel discussion at the National Press Club offered a thought provoking discussion about what it takes for nonprofits to succeed. Panelists included:

  • Steve Nardizzi, CEO, Wounded Warrior Project
  • Bunkie Righter, Director, Business Development, GuideStar USA, Inc.
  • Dan Pallotta, President & CEO, Charity Defense Council
  • H. Art Taylor, President & CEO, BBB Wise Giving Alliance
  • Andrew Watt, FInstF, President & CEO, Association of Fundraising Professionals
  • Moderator: Geoff Peters, CEO, CDR Fundraising Group

Don’t miss this debate! Order your copy of the DVD now!

 

 

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Speakers

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Steve Nardizzi, Executive Director, Wounded Warrior Project

Steve helped found Wounded Warrior Project® (WWP) in 2003 and currently serves as executive director, overseeing all aspects of the organization. Before being promoted to executive director in 2009, Steve served as WWP’s deputy executive director for operations.

For more than 10 years prior to joining WWP, Steve worked as an attorney representing disabled veterans for several veterans service organization. He spent nine years with the Eastern Paralyzed Veterans Association (EPVA), rising through successively greater responsibilities to become director of EPVA’s benefits service department and subsequently the organization’s associate executive director of member services.

Steve radiates enthusiasm about his work with veterans. “From the beginning, it’s been my great privilege to serve the men and women who serve the cause of freedom,” he says. “But working with Wounded Warrior Project is truly special. Every WWP program zeroes right in on the needs of the most seriously wounded service members as they come home from the battlefield. WWP programs have life-changing potential, and my work keeps those programs in operation. To be part of this mission is not only an honor, it’s genuinely exciting.”

A Richardson Scholar, Steve graduated from the Brooklyn Law School and was admitted to the New York Bar in 1997 and the US Court of Appeals for Veterans Claims in 1999. He attended New York University, where he was a Trustee Scholar, and earned a bachelor’s degree in political science in 1993.

Steve is originally from New York, and currently lives in Jacksonville, Florida, with his lovely wife, Nikki.

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Bunkie Righter, Director, Business Development, GuideStar USA, Inc.

Bunkie Righter, Director, Business Development, GuideStar USA, has 20 years of experience in both nonprofit management, fundraising and revenue generation. GuideStar (www.guidestar.org), the national database of nonprofit organizations, provides a broad spectrum of useful on-line information and tools to access that information. During the last 10 years with GuideStar, Ms. Righter has worked in a variety of roles and for the last seven years in her current role, where she focuses on developing partner relationships and delivering comprehensive data solutions from the GuideStar database for partners and clients.

Beyond the distribution of GuideStar's extensive database through licensing partnerships, she travels throughout the country talking with nonprofit professionals about GuideStar’s role in the nonprofit sector. Ms. Righter attended Virginia Commonwealth University in Richmond, VA. Ms. Righter recently received a certificate in NonProfit Management from Virginia Commonwealth University. She serves on the stewardship committee and sings in her church choir and is a member of The Women with a Cause Committee in Williamsburg as well a founding member of SpiritWorks Foundation, a Center for Addiction Recovery located in Williamsburg VA.

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Dan Pallotta, President & CEO, Charity Defense Council

Dan Pallotta is an American entrepreneur, author, and humanitarian activist. He is best known for creating the multi-day charitable event industry with the long-distance Breast Cancer 3-Day walks, AIDS Rides bicycle journeys, and Out of the Darkness suicide prevention night walks. Over nine years, 182,000 people participated in these events and raised $582 million.[1] They were the subject of a Harvard Business School case study.[2] He is the author of Uncharitable - How Restraints on Nonprofits Undermine Their Potential, the best-selling title in the history of Tufts University Press. He is also the author of Charity Case: How the Nonprofit Community Can Stand Up for Itself and Really Change the World, and When Your Moment Comes - a Guide to Fulfilling Your Dreams. He is the president of Advertising for Humanity and president and founder of the Charity Defense Council. He is a featured contributor to Harvard Business Review online.

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H. Art Taylor, President & CEO, BBB Wise Giving Alliance

Herman “Art” Taylor is president and chief executive officer of the BBB Wise Giving Alliance, the organization formed by the merger in early 2001 of the National Charities Information Bureau and the Council of Better Business Bureaus’ Foundation, which housed the Philanthropic Advisory Service program.

As head of the Alliance, he oversees all aspects of the organization’s work, which includes setting standards for soliciting organizations, evaluating charities in relation to these standards, publishing the Wise Giving Guide, assisting local Better Business Bureau charity review programs, promoting charity accountability and providing a variety of materials on informed giving to individual, institutional and business donors.

Appointed to his position in July 2001, the Wise Giving Alliance Board of Directors selected Mr. Taylor President & CEO for his record of accomplishments in the non-profit arena and his business and professional background.

Since he began in this position, the Alliance has increased the number of reports from 250 to over 1,400 of the nation’s most asked about and nationally soliciting charities. These reports compliment more than 10,000 reports on local charities produced by local Better Business Bureaus. In addition, the organization introduced and implemented the Accredited Charity Seal now used by national and local charities to indicate adherence to the comprehensive BBB Standards for Charity Accountability. It is estimated that more than 1 billion impressions of the charity seal exist in the public domain on solicitations, web sites and other charity publicity giving donors a clear concise and accessible means of knowing whether an organization meets the WGA standards.

In early 2012, Mr. Taylor led the integration of the Mobile Giving Foundation into the BBB family of organizations. This effort now assures that charities using the BBB Mobile Giving Foundation will comply with the BBB Standards for Charity Accountability and thus give donors greater comfort with the charities they support via mobile giving.

Mr. Taylor is a respected and sought after voice in the non-profit sector on charity accountability and transparency issues. He is a regular and featured speaker at charity gatherings and reporters often quote him in newspaper stories. He appears frequently on broadcast and cable news programs. He has testified before both U.S. House and Senate committees offering guidance on ways to improve the ethical behavior and trustworthiness of charities.

Before joining the Alliance, Mr. Taylor headed the Opportunities Industrialization Centers of America, Inc. (OICA) from 1990 to 1999. During his tenure, the OICA network of employment and training programs grew to serve more than two million disadvantaged and under-skilled Americans, with affiliates in 70 cities.

He has served on numerous non-profit boards throughout his career. He was vice chair of Independent Sector, where he was a board member from 1998 to 2003. He has been a trustee of Franklin & Marshall College since 1993. He is a Vestry Member and Senior Warden of Christ Episcopal Church, Clinton Md. Parrish.

Early in his career, Mr. Taylor worked for Keystone Foods Corporation, UGI Corporation and Deloitte & Touche LLP, where he obtained the status: Certified Public Accountant.

He is a graduate of Franklin and Marshall College (BA Business Administration 1980) and also received an honorary Dr. of Laws from his alma mater in 2002. He acquired a J.D. from Temple University James E. Beasley School of Law, and was admitted to the Pennsylvania Bar in 1989.

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Andrew Watt, FlnstF, President and CEO, Association of Fundraising Professionals (AFP)

Andrew Watt, FInstF, is president and chief executive officer of the Association of Fundraising Professionals (AFP), the professional association of individuals responsible for generating philanthropic support for nonprofit organizations.

AFP is the largest community of fundraising professionals in the world and has 30,000 members in more than 200 chapters. In his role, Andrew serves on the board of directors for AFP, the AFP Foundation for Philanthropy and the AFP Foundation for Philanthropy-Canada, and also leads the association's professional staff in Arlington, Va.; Toronto, Ontario and Mexico City.

Andrew joined AFP as vice president for international development in 2006 and was promoted to chief programs officer in 2008, where he led the Membership and Professional Advancement Divisions of AFP. He also served on the AFP Executive Team that was responsible for the day-to-day operational decisions of the association.

From 1993-2005, Andrew was employed by the Institute of Fundraising in the United Kingdom, a professional membership organization for fundraising professionals. He served in several capacities there, ultimately as deputy chief executive. In 2006, Andrew was made an Honorary Fellow of the Institute of Fundraising in recognition of his extraordinary service to the profession.

Andrew has been a strong proponent of the value of the nonprofit community and fundraising throughout his career. Viewing nonprofits as a critical interface between the public and government, he has long emphasized the importance of forging strong consensus-based coalitions both within the philanthropic community and between the public and private sectors that demonstrate the value and impact of charities and their work.

Andrew has served as both a volunteer and board member of many nonprofit organizations. He is currently chairman of the American Friends of Winchester College and an adjunct faculty member of St. Mary's University of Minnesota where he teaches on the globalization of philanthropy.

Andrew is a graduate of the University of Edinburgh and is married with two children.

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Moderator: Geoffrey Peters

Geoffrey Peters, President, CDR Fundraising Group, is an internationally recognized expert on topics ranging from direct mail to multichannel fundraising to metrics and data mining. He is known for his volunteer work in the nonprofit sector. In addition to fundraising, Geoff is also a well-known expert on government regulation of nonprofits and their fundraisers in the U.S. and Europe. He currently works with our clients to develop their integrated fundraising strategies. He is frequently involved with presentations to boards and senior management on strategic planning, fundraising strategies and international expansion.

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