Panel Presentation
What’s New In Grantmaking?
Moderated by Sara Wilensky
The San Diego Foundation
 ( Panel Participants Below )
 ( Speaker Bios Below )
 

Event Registration Cancellation And Refund Policy

• Cancellations must be received in writing prior to Early Bird Deadline January 29.

• Refunds will be processed within 30 days after the meeting.

• Refunds will not be granted after Early Bird Deadline January 29.

• Refunds will not be given for no-shows.

AFP San Diego
Workshops - Chapter Meeting - Panel Presentation
Friday, February 2, 2007
Handlery Hotel - 950 Hotel Circle North - San Diego

Speaker Biography: Nancy Montoya

Nancy Montoya is the Executive Producer/Reporter, for International Media, and has over 30 years of media related experiences. She has produced news stories for CNN, ABC, PBS and other major TV networks in the U.S., Mexico and Canada, and has developed Social Marketing and Community Relations Campaigns for non-profit organizations & companies. She has been awarded the Columbia Dupont “Silver Baton” , the National EMMY Award , the Golden Eagle “Cine” Award , and the Wilbur Award among others. She has also received five (5) first place awards from the Associated Press for documentaries over a ten-year period.

Speaker Biography: Barbara Broderick

Barbara Broderick is a fundraising consultant in San Diego, specializing in grant-seeking and capacity building for organizations such as the San Diego Symphony, the San Diego Red Cross, Turning the Hearts Center, the San Diego Historical Society, and many others. Prior to becoming a free-lance consultant, Barbara worked for KPBS, and the San Diego Children's Museum.
She holds a doctorate in Education. Barbara will share success stories that any charity can apply to their grant-seeking efforts, as well as pratfalls and pitfalls that should be avoided to improve your fundraising success. She will also provide insight into how to integrate grant-seeking into your overall development strategy.

Speaker Biography: Sara Wilensky

As Senior Vice President, Marketing/Communications, Sara is engaged in building awareness of The San Diego Foundation via media relations and marketing programs, most visibly through the multi-year region-wide Endow Your Passion campaign. Previously, Sara served as Associate Publisher of the statewide business magazine California CEO. Prior to that post, she led marketing and sales efforts as Director of Business Development at the San Diego Daily Transcript and as Director of Advertising at the Baton Rouge Business Report. Before entering the media, Sara held marketing and communications positions for a decade in the post-secondary education sector including three years as Executive Director of the International Technical Institute. Originally from the New York City area, Sara has lived in nine states and three countries, including Pakistan. A magna cum laude graduate of the University of Utah, where she earned a Bachelor of Fine Arts degree, Sara also holds a Bachelor’s Degree in Theology. She credits “altruism and achievement” as the twin motivators in her work.

Panel Participants:

• Kathy Patoff
  Vice President, Corporate Community Development / Foundation Officer - San Diego, Imperial, Riverside and San Bernardino Counties Union Bank of California Foundation ( See Bio Below )

• M. David Schmutz
  Private Client Advisor Samuel H. French, III & Katherine Weaver French Fund and Maurice J. Masserini Charitable Trust at Wells Fargo Bank  
  ( Bio - PDF format )

• Marissa Garfield
  Donor Services & Grants Manager Jewish Community Foundation  
  ( See Bio Below )

Panel Participant Bios:

• Kathy Patoff
  Vice President, Community Development Officer,
  Union Bank of California
  Vice President, Foundation Officer,
  Union Bank of California Foundation    
  Kathy has been involved in community development for the past 10 years – with experience in the public, private, and non-profit sectors. At Union Bank of California, Kathy is responsible for foundation and community development activities.   Past experience includes: Chief of Staff, San Diego Workforce Partnership, a non-profit agency that works to coordinate the region’s workforce development system; Community Relations Director/Government Liaison, The Children’s Initiative, a non-profit agency that works to improve the well-being of children and youth in San Diego County; Assistant to the Mayor for Policy Development, Former San Diego Mayor Susan Golding, handling policy areas of education, youth, housing, and disability issues; and Senior Production Editor at Harcourt Brace & Co. (Academic Press, Inc.).   Kathy serves on the Board of Directors of Young Audiences of San Diego and San Diego Grantmakers, USD Nonprofit Leadership and Management Program Advisory Board, City-County Reinvestment Task Force, San Diego City Schools Financial Literacy Task Force, and the Inland Empire United Way Hands On Advisory Board.   She received her B.A. in Economics from Pomona College, and Master of Public Administration from San Diego State University.

• Marissa Garfield
  Donor Services and Grants Manager
  Marissa Garfield assumed the position of Program Officer with the Jewish Community Foundation in July 2005. Since then, she has played an integral part in the Foundation’s grantmaking, marketing and donor services areas. In January, Marissa was promoted to the position of Donor Services and Grants Manager where she will work with donors to develop their charitable interests and philanthropic goals and oversee the Foundation’s grants programs. Marissa also directs the Community Youth Foundation, the JCF’s highly successful philanthropic education program for teenagers and college students. The Jewish Community Foundation is the second largest community foundation in San Diego with assets exceeding $250 million and has been the largest grantmaker for the past two years, last year granting more than $53 million to the community and the world.