AFPSD
Chapter Meeting & Luncheon
Friday, April 9, 2010
Doubletree Hotel Mission Valley

The Ethical Dilemma – How to Handle the Gray Area
Annual Michael O'Leary Ethics Luncheon

Nonprofit fundraisers understand that following a code of ethics is key to their credibility and integrity. While many rely on sound policies like the AFP Code of Ethic Principals & Standards and the Donor Bill of Rights, we all face a time when an ethical issue doesn’t have a simple, clear answer. What do we do then?

As part of AFP’s April luncheon*, we have gathered an impressive and diverse panel of local fundraisers to give true examples of tricky ethical situations they’ve experienced and how they resolved them. The discussion will also include strategies on integrating ethics into organizational policies.

Panelists include:

Todd Shultz, Chief Development Officer, Old Globe Theatre
Shelly Stuart, Chief Development Officer, San Diego Humane Society
Heather Haltaufderheide, Associate Director of Development, SDSU

Moderator:

Jo Dee Jacob, CEO, Girls Scouts, San Diego-Imperial Council

About the Moderator:

When first-grader Jo Dee Jacob joined her Brownie troop, she pledged to be honest, fair, and responsible for what she says and does. Those tenets of the Girl Scout Law still guide her as she leads the nearly 44,000 girl and adult members and 100 staff of Girl Scouts, San Diego-Imperial Council. Last year, the Better Business Bureau honored the council with a Torch Award for Marketplace Ethics.

During her tenure, the council has been named Nonprofit Organization of the Year by San Diego Magazine; received the San Diego Business Journal Multicultural Heritage Award, a Friends of Balboa Park Millennium Award; and was designated by AARP as a “National Best Employer for Workers Over 50.” Ms. Jacob was named as San Diego Business Journal’s Most Admired Chief Executive Officer, received a Nonprofit Leadership Fellowship to Harvard Business School, earned an Executive Excellence Award from Nonprofit Management Solutions, and was honored by the San Diego Woman’s Club.

Ms. Jacob is committed to ensuring that every local girl has the opportunity to participate in Girl Scouting. She has strengthened the council’s outreach to the Hispanic community, increasing Latina membership by nearly 3,000 girls. Under her direction, the council introduced a new Live Healthy, Lead Healthy initiative.

Ms. Jacob joined the council in 2001, following a distinguished 27-year career in the U.S. Navy, where she attained the rank of Captain. A pioneer for women in the all-volunteer force, she was the first, only, or most senior woman assigned in 12 of her 15 tours of duty.

She used her military savvy to originate Operation Thin Mint® in 2002. Since then, local Girl Scouts have teamed up with the community to send nearly 1.5 million boxes of Girl Scout cookies and countless notes of support to deployed U.S. troops. In 2003, Operation Thin Mint® won a national Silver Anvil Award for excellence from the Public Relations Society of America.

Ms. Jacob holds degrees from Stanford University and Pepperdine University. A member of the San Diego Rotary Club’s board of directors, she is a Paul Harris Fellow and received Rotary International's Cliff Docterman Award for her service to Scouting.

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About the Panelists:

Todd Schultz attended Kansas State University in Manhattan, where he received a B.A. in mass communication and modern languages, specializing in advertising and German. He also attended Justus-Liebig University in Giessen, Germany, studying German literature and music history and theory.

In 1989, Schultz joined the staff of The Atlanta Opera, where he served as Director of Marketing and Public Relations through 1994. In December of that year, he became Director of Marketing and Public Relations of San Diego Opera and in 2001 moved to Los Angeles Opera as Director of Sales and Marketing, where in just three years he increased record attendance for a single production by 31%.

In May 2004, Schultz joined the staff of The Old Globe as Director of Development, and that summer the theatre launched a five-year $75 million Capital and Endowment Campaign, raising funds for a new theatre and education center, which opened in December 2009.

Schultz has served as a member of the OPERA America Committee for Public Awareness and has consulted in marketing and strategic planning for opera companies in the United States and Germany.

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Shelly Stuart, CFRE, CSPG is Vice President of Development and Education at the San Diego Humane Society and SPCA. Since 1998 Shelly has been responsible for the organization’s development, public relations and marketing, and education and community outreach divisions. She also served as Capital Campaign Director from 1999 to 2003 and helped to successfully complete the Humane Society’s $10 million capital campaign to build its new campus in Mission Valley.

Shelly has more than 28 years of professional fundraising experience – twenty-four years working in animal welfare. Previously, she was Director of Development at Helen Woodward Animal Center in Rancho Santa Fe, CA, and Director of Development at the Animal Humane Society in Minneapolis, MN.

Shelly been a member of AFP for 28 years. She has served on the boards of the San Diego Chapter of AFP and Planning Giving Round Table of San Diego. She is currently a member of the AFP Senior Initiatives team in San Diego.

During her eleven years at the San Diego Humane Society, the organization has raised more than $85 million to support its programs services for animals and people in our community.

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Heather Haltaufderheide, a proud 2003 San Diego State University alumnae, is Associate Director of Development SDSU. Heather has represented several campaign areas across the university, including the President’s Leadership Fund, the College of Business Administration and the College of Engineering. She was the first person in each of her positions, and helped to identify new prospect pools and develop best practices for SDSU’s thriving development operation. More recently, she has lead the development activities for two university campaign priorities, the J.R. Filanc Construction Engineering and Management Program and the School of Hospitality and Tourism Management, securing over $5 million in 2009.

When Heather is not representing SDSU she actively volunteers in the community.  She is a 2008 LEAD San Diego Graduate and serves as Chair of the Membership and Nominations Committee for LEAD’s new Alumni Association, the first of its kind in the country.  She also serves on the Development and Marketing Committee for the San Diego Center for Children.  Additionally, she is a member of AFP and the Council  for Advancement and Support of Education (CASE).

On April 19, Heather looks forward to beginning her new position as Director of Development for Sharp HealthCare Foundation.

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About the Annual Michael O'Leary Ethics Luncheon:

April's chapter meeting is an annual tradition known as the O'Leary Ethics Luncheon. Each year the San Diego chapter of AFP honors the memory of Michael J. O'Leary (1949-1989), whose legacy contribution to our chapter came from his focus on raising our collective consciousness of ethical practices and high standards for fundraising professionals. Michael believed that improving the world was the fundraiser's role, and he was proud to play his part.

(*Please note April's chapter meeting falls one week later than the usual schedule due to the Easter holiday)

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Sponsored in part by US Bank