Tag Archives: Bob Blalock

Five Reasons You Should Be at the Philanthropy SB2, March 24

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If you like doing good and supporting those who do, you should consider joining us for SB2: Foundations on Thursday, March 24th at 7:30 AM at The Francis! As an organization that prides itself in facilitating relevant conversation and events that challenge us to think differently, SRQ Media loves hosting SB2 breakfasts as much as we love opening a fresh box of SRQ | The Magazine each month. We hope that you’ve already bought your tickets. We’ll have some of the top regional thought leaders in private and community foundations on stage with moderator SRQ Magazine’s Executive Publisher Wes Roberts.  If you’re on the fence on whether or not you should join, we have a few reasons why we think you should cancel your plans, wake up a few minutes earlier and join us.

1. Mark Brewer is a non-profit, foundation guru. There’s just no other way to say it.

SB2: Foundations will commence with a keynote address by Mark Brewer, President and CEO of Central Florida Foundation. Mark’s experience in the field of non-profit leadership and management is dramatic. He has earned respect for his ability to build community partnerships that meet issues head-on and produce measureable results. He has worked with hundreds of individuals, families, and corporations to establish philanthropy plans, endowments, funding strategies, and planned gifts. More than 100 regional nonprofit boards have enlisted Mark’s assistance through the Foundation with strategic and scenario planning initiatives that included the use of endowed investments to sustain their organizations. He is a well-known national speaker on the independent sector, philanthropy’s role in America, venture philanthropy strategies, and the role of the independent sector in public policy. We are thrilled to have him join the SB2 stage and know that he will make a tremendous impact on the quality of information shared at SB2.

2. Our local panelists really know their stuff. 

If you’ve ever had the pleasure of working with local foundations, chances are that you’ve heard of our panelists. And if you’ve worked with them, you already know how talented, articulate and helpful they are. We are so looking forward to their very candid responses on the philanthropic climate on the Gulf Coast and how organizations can best benefit from the services provided by foundations. We’ll hear from Roxie Jerde (Community Foundation of Sarasota County), Mark Pritchett (Gulf Coast Community Foundation), Teri Hansen (Charles and Margery Barancik Foundation), Alex Quarles (Sarasota Memorial Healthcare Foundation) and Bob Blalock (Blalock Walters, P.A.). Learn about best practices and critical funding from these local notables at SB2.

3. Breakfast is the most important meal of the day. 

Or so we’ve heard. Regardless if you’re more fruit and yogurt or bacon and eggs, we’ll have all major food groups covered on March 24th. The conversation is early, but the breakfast is delicious. And the coffee is hot. You don’t have to wake up and wonder if you’ll have time to scarf down a breakfast bar on the way to work on the 24th. We’ll take care of a well balanced breakfast for you. And we promise that this event is one of the best ways you’ll spend your morning this month.

4. Great minds think alike. 

If you’re planning on spending your morning with us, chances are, other amazing people are, too! For those in the non-profit community, this is a great chance to catch up with your friends from other organizations and spend some quality time together that doesn’t involve sending emails back and forth. Bring a co-worker that is great at coming up with creative ideas. Talk to other guests about donor relations strategies that have worked for them and use the morning as a chance to meet new people or reconnect with great people and organizations that make a difference in our community.

5. SPOILER ALERT: This event will sell out! 

There’s no doubt about it. Sarasota is a giving place. And if there’s one thing we’ve learned while hosting SB2, it is that you love to learn about ways to grow and develop the community organizations that make our region such a giving place. We’ve sold a large portion of tickets already and fully expect to sell out. If you’re planning on coming to SB2, don’t wait until the week of March 21st to purchase your tickets! Get them while you still can.

For tickets, visit SRQSB2.COM.

SB2: Foundations is sponsored by Blalock Walters, P.A., and the 2015-2016 SB2 series is loyally supported by CS&L CPAs, The Resort at Longboat Key Club and Sarasota Bradenton International Airport.  

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SB2: What We Learned About Attracting Tomorrow’s Donors

December SB2 Panelists. From left to right: Jeff Troiano, Julie Lyman, Jay Clarkson, Veronica Brady, Bob Blalock and SRQ Executive Publisher Wes Roberts.

December SB2 Panelists. From left to right: Jeff Troiano, Julie Lyman, Jay Clarkson, Veronica Brady, Bob Blalock and SRQ Executive Publisher Wes Roberts. Photo credit: Jessica McKnight

Philanthropy is a topic that is often discussed at our monthly SB2 Symposiums – and based upon participation, there’s a reason why! Monday’s sold out audience was treated to a panel discussion of the highest caliber.  SB2: Business of Philanthropy shared the challenges of critical planning that face non-profits in our region with insights from two community foundations and experts representing donors through financial and estate planning.

Mike McMullan of event sponsor Seaside Bank opened the discussion with a defining statement about charitable giving, “Philanthropy is about kindness, consideration and keeping an eye out for what will make a difference in the community.” Our previous SB2 events have focused on charitable giving and the organizations in our area that support worthy causes. Monday’s SB2 explored giving from the philanthropist’s perspective and what non-profits will need to do to continue to retain and develop their donor base.

The December SB2 audience listens to the panel discussion on philanthropy.

The December SB2 audience listens to the panel discussion on philanthropy. Photo Credit: Jessica McKnight

1. Recent challenges for non-profits and foundations:

  • Veronica Brady from The Gulf Coast Community Foundation says. “After the Great Recession, we had to stimulate people to feel comfortable giving again. We wanted to make philanthropy available to everyone. Not everybody can give money, but involving them with a cause is just as critical.”
  • The geographic location of the Sarasota and Bradenton area lends itself to part-time residents and individuals relocating to our community. With a potential donor base that resides and gives in another region, there is an untapped potential of donors that need to be reached with our organization’s messaging and missions. “People like to give their dollars where they spend their time,” says Jeff Troiano of Williams Parker Harrison Dietz & Getzen.
Jay Clarkson of CS&L CPAs answers a question as Julie Lyman of The Community Foundation of Sarasota listens in.

Jay Clarkson of CS&L CPAs answers a question as Julie Lyman of The Community Foundation of Sarasota listens in. Photo Credit: Jessica McKnight

2. What are donors looking for?

  • All of our panelists agreed on one element: transparency is king. “Donors used to write a check to give. Now donors are more of investors than donors. They want a sense of transparency and want to know where the funds are going once they donate,” says Julie Lyman of Community Foundation of Sarasota County.
  • Jay Clarkson of CS&L CPAs was asked about the financial statements of non-profits. “Generally, donors are looking for organizations where 85% of the budget goes to programming, leaving 15% to overhead and support services. But every organization is different and the financial breakdown depends on the year and many other factors.” Clarkson also added “measuring the outcome of programs and investments is also key. Sharing that information with donors is important.”
  • About donor trust, Julie Lyman of The Community Foundation of Sarasota says, “The role of the Community Foundation is to perform necessary due diligence to be sure that the donated funds go to the right place. We provide protection to our donors so that they don’t have to worry.”
Moderator and SRQ Magazine Executive Publisher Wes Roberts leads the panel discussion.

Moderator and SRQ Magazine Executive Publisher Wes Roberts leads the panel discussion. Photo Credit: Jessica McKnight

3. Knowledge is power.

  • When family foundations make plans to give to worthy organizations, it is easy for the more established organizations to take the lions share. According to Bob Blalock’s of Blalock Walters P.A., “with some large estates, their giving choice goes to what they know. Some smaller non-profit organizations end up getting overlooked for that reason. It is important to find out from the foundation what the end goal of donating the money is.”
  • Veronica Brady also talked about the donor’s motive. “Non-profits are all about listening—listening to the donor and not being afraid to ask questions. Sometimes donors that we expect to understand the most effective ways of giving really don’t. It is our job to ask questions, make suggestions and to think a little differently.”

If Monday’s SB2 could be summed up in one quote, it would be from Veronica Brady,  “When it comes to giving, follow what makes your heart sing.”  We couldn’t agree with that statement more. The business of giving is not always clear or easy—but it is always important.

Special thanks to our sponsors for their support in bringing this and other important topics to the forefront of our community: Event Sponsor Seaside Bank, Bradenton Series Sponsor IMG Academy and Sarasota Series Sponsor CS&L CPAs.

Representatives from Seaside Bank, the December SB2 event sponsor.

Representatives from and guests of Seaside Bank, the December SB2 event sponsor. Photo Credit: Jessica McKnight

To view photos from the December SB2, click here. Don’t miss out on next month’s Sarasota symposium on January 22nd SB2: Boomers and Caregivers-The New Retirement, visit www.srqsb2.com to purchase your tickets today!