Tag Archives: Philanthropy

SB2 Reporting Out: GOOD COAST–Our Philanthropic Giving Voice, Nov 17

 

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Left to right: Panelists Bob Rosinsky and Teri Hansen, Moderator Wes Roberts, Keynote Speaker Stacy Carlson, Panelists Veronica Brady and Brian Mariash

 

Last Thursday, SRQ magazine’s  SB2: GOOD COAST A Good Place To Work, Live, Play and Give breakfast symposium shed light on the changing landscape of successful philanthropic endeavors on Florida’s West Coast starting with the importance of securing smaller donations from less wealthy donors.

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Stacy Carlson of the Florida Philanthropic Network delivers keynote presentation. Photo Credit: Wyatt Kostygan

After opening remarks by event sponsor Bart Lowther of Mariash Lowther Wealth Management, Keynote Speaker, Stacy Carlson, Ph D., President and CEO of the Florida Philanthropic Network began the discussion by indulging in statistics that further proved how strong the philanthropic giving voice is not only in the region but nationwide.

“Every year, more than more than 373 billion is donated by individuals, foundations and businesses to a myriad of good causes,” she stated. “Seventy percent of Americans incorporate giving into their annual expenditures and philanthropy continues to fuel efforts to solve social problems, enrich culture and strengthen society. Middle and lower class Americans increased the share of income they donated to charity even as they earned less on average than they earned six years earlier.”

Carlson emphasized that the concept of giving is a critical component of the fabric of our society and went on to state that some of our nation’s greatest treasures and innovations are because of philanthropy.

“It is through true partnership that long sustainable solutions will be found. The benefit through local philanthropy is that it is truly local. Donated, designed and directed by the individuals located in exactly here where you live. I encourage you to find the ways that you can be most impactful their philanthropic giving.”

Carlson ended her presentation by stating: “The world had been changed forever because of philanthropy and I thank you for your part.”

 

 

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Left to right: Brian Mariash, Teri Hansen, Wes Roberts (center, moderator), Bob Rosinksy and Veronica Brady. Photo credit: Wyatt Kostygan

Between bites, guests picked up pithy facts and well-honed insight from some of the region’s most inspiring and philanthropically driven organizations: Bob Rosinsky of Goodwill Manasota, Brian Mariash of Mariash Lowther Wealth Management, Teri Hansen of the Charles & Margery Barancik Foundation and Veronica Brady of the Gulf Coast Community Foundation.

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Bob Rosinsky of Goodwill Manasota speaks on the voice of philanthropic giving. Photo Credit: Wyatt Kostygan 

“The pinnacle of my early experience in volunteering was when I was in sixth grade, I got to be the one in charge of the Red Cross drive which meant every child brought a dime to school, and I got to collect the dimes and then give them the little white lapel clasps. I didn’t realize at that time that I would go into a career in philanthropy— my takeaway is that no matter what kind of foundation or nonprofit you run, it’s all about development,”  said Teri Hansen, President and CEO of the Charles & Margery Barancik Foundation, who started off the panel discussion by reminiscing about her first experiences as a volunteer .

Veronica Brady, Vice President for Philanthropy at the Gulf Coast Community Foundation shared, “My grandmother was born in China, the daughter of medical missionaries so the culture of philanthropy sort of wafted down over the generations.”

When asked about the priorities of potential donors in the area, Brian Mariash, Senior Vice President and Wealth Management Advisor at Mariash Lowther Wealth Management mentioned something in particular that resonated with the audience. “I think it’s shifted even during my career over the past 15 years. Early on, I saw donations just because their parents donated so they always donated. There is a lot more of an active role going on. I hear people restricting their gifts and they want to see the outcome. They are more likely to donate to something where they can quantify and see that impact. I think in their business lives, they were trained to look at things in that way and they are just getting more sophisticated and more educated about that.”

Veronica Brady discussed the importance of candor in donor relations. “Donors respect direct straight talk on what can be done and what can’t be done so there is no point in hiding it. I think for people who don’t know philanthropy, it’s easy to say charities aren’t honest , that’s not true. That’s the joy of Sarasota/Manatee, our community and working with community foundations is that you are working directly with individuals who know the community, who will do the research to find out more.”

Bob Rosinsky, President and CEO of Goodwill Manasota circled the conversation back to the core message of the morning. ” You are really looking at keeping mission first, communicating that mission throughout the organization and ensuring that everybody is on board with the direction you are going. And more than anything, over time, people get to live that mission.”

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Representatives from SB2 Series Sponsor The Resort at Longboat Key Club . Photo Credit: Wyatt Kostygan

 

We couldn’t have learned the incredible things from this thought-provoking discussion without our series sponsors: CS&L CPAs, The Resort at Longboat Key Club, Sarasota-Bradenton International Airport and of course our event sponsor Mariash Lowther Wealth Management. Thank you for supporting the SB2 series, but most importantly, thank you for the ways you give back and help people in our community each and every day. Your example inspires us.

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Representatives from SB2 Series Sponsor CS&L CPAs. Photo Credit: Wyatt Kostygan

 

Click here to read the article about SB2: Good Coast in SRQ DAILY. A gallery of images from SB2: GOOD COAST: A Good Place To Work, Live, Play and Give is available online. The 2016-2017 SB2 season will continue on Thursday, January 26 with SB2 GOOD EDUCATION: Learning for a Lifetime featuring Keynote Speaker Mary Chance, President of the Consortium of Florida Education Foundations. For 2016-2017 SB2 member passes, visit SRQSB2.com.

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!

Introducing SRQ Story Project: Collaboration with Forty Carrots Family Center

Forty Carrots Family Center Executive Director, Michelle Kapreilian.  Photo Credit: Cliff Roles

Forty Carrots Family Center Executive Director, Michelle Kapreilian.
Photo Credit: Cliff Roles

As a local publication, SRQ | The Magazine is a strong believer in the importance of giving back to the community. The Sarasota area is incredibly lucky to have a rich portfolio of non-profit organizations that make a difference every single day. Here at SRQ, we celebrate these organizations and the individuals who work behind the scenes to enrich the quality of life for people (and our furry friends!) on the Gulf Coast. The newly launched SRQ Engagement Center is happy to bring The Story Project to life. This exciting new program will tell the story of local charitable organizations in order to raise awareness of their good work in our community.

We welcome Forty Carrots Family Center to the SRQ Story Project for 2015. And we aren’t the only ones who are excited. Michelle Kapreilian, Executive Director, shares her enthusiasm.

“Forty Carrots Family Center is thrilled to join our long-time partner, SRQ Magazine, for their Story Project initiative. This special project shows SRQ’s level of commitment to the well-being of children and families in our community by helping us share information about our early childhood and parenting education programs with their readers. We are privileged to be part.” – Michelle Kapreilian 

The guiding force of Forty Carrots Family Center is a the belief that the family is the foundation of our society. A local Sarasota non-profit, Forty Carrots is dedicated to strengthening families through educational programs for parents, children, and professionals in the field. Forty Carrots has four components, including:

  • Parenting Education Program
  • Mental Health Services
  • Nationally Accredited (NAEYC Preschool)
  • Professional Development
SRQ Magazine Executive Publisher & Owner, Wes Roberts and CEO & President, Lisl Liang at Forty Carrots Speaker Event.  Photo Credit: Cliff Roles

SRQ Magazine Executive Publisher & Owner, Wes Roberts and CEO & President, Lisl Liang at Forty Carrots Speaker Event.
Photo Credit: Cliff Roles

For more information about Forty Carrots, please visit www.fortycarrots.org.

Stay tuned for these and other stories on those making an impact in our community.

SRQ Magazine Special Sections: December

Contact us at 941-365-7702 x211 or GrowMyBusiness@srqmag.com for more information on this opportunity for you to reach SRQ’s audience! Space closes October 9, 2014.  

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SRQ Hosts SB2: Regional Philanthropy

julypanelistsOn Thursday, July 17, SRQ |The Magazine hosted a panel discussion on the philanthropic dynamics of the community. This gathering of top regional leaders throughout Sarasota and Manatee County generated synergies on efforts both counties are making to support non-profit organizations in the region. During the discussion at The Francis, panelists shared their insight on a substantial mix of topics, including methods of funding, donor demographics, and where the community’s philanthropic efforts are headed. Michael McMullan, President of Seaside Bank was the opening presenter, while Wes Roberts, Executive Publisher, Owner of SRQ Magazine moderated the discussion as the audience received a collaborative mix of perspectives from panelists John Annis, Vice President of Community Investment, Community Foundation of Sarasota County, Veronica Brady, Senior Vice President for Philanthropy, Gulf Coast Community Foundation, Sandra Frank, Chief Executive Officer, All Faiths Food Bank Foundation, and Bob Rosinsky, President and CEO of Goodwill Manasota.

Panelist John Annis said, “Congratulations to Wes and SRQ SB2 for another packed house and thanks to the event sponsor, Seaside National Bank and Trust!  It was an honor to serve as a panelist with my friends Sandra, Veronica and Bob. Great questions from Wes and the audience – I hope our responses were helpful. We are lucky to live in such a giving and caring community and to have such great partners to work with.”

Fellow contributor Bob Rosinsky commented, “The SRQ SB2 symposium on philanthropy this Thursday was illuminating and educational. It gave me hope that our community is moving towards collaboration to enhance services and maximize resources.”

Click to download the SRQ SB2 Regional Philanthropy SB2 Transcript

The next event in the 2014-15 series of symposiums, Education: Private and Public Challenges in Partnership with the Business Community, takes place on Wednesday, August 6, 2014 at IMG Academy Golf Club (11:30am-1pm). Tickets are $35/person and available online at SRQSB2.COM (ticket price includes a plated lunch).

SRQ SB2 is sponsored by CS&L CPAs and IMG Academy. For sponsorship opportunities contact Ashley Grant at 941-780-2008 x204 or Ashley.Grant@srqmediagroup.com. We look forward to seeing you there!281919_744525018927041_8200142783818277883_n

Panelists Announced for July 17 SB2 on Philanthropy at The Francis

SRQ Media is pleased to announce the panelists for our next SRQ Magazine SB2 event on Thursday, July 17, from 7:30am-9:00am at The Francis in Sarasota. Join leaders in the regional giving and giving back industries, John Annis, Vice President of Community Investment, Community Foundation of Sarasota County, Veronica Brady, Senior Vice President for Philanthropy, Gulf Coast Community, Sandra Frank, Chief Executive Officer, All Faiths Food Bank Foundation, and Bob Rosinsky, President and CEO of Goodwill Manasota for a dynamic panel discussion with as they share their insight on the philanthropic dynamics of the community, resource development to meet new needs and trends in the non-profit sector.

Tickets are $35/person and available online at SRQSB2.com (ticket price includes breakfast buffet). For sponsorship opportunities contact Ashley Grant at 941-780-2008 x204 or Ashley.Grant@srqmediagroup.com. We look forward to seeing you there!

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