Tag Archives: 10 Questions or Less

10 Questions or Less for Charlotte Anheier

10 Questions or Less is a feature through which we get to know regional association staff members a little better—their work, what drives them, and more. If you would like to suggest someone for a profile through 10 Questions or Less, contact Dan Brady. This week, Charlotte Anheier, Online Community Manager for Southern California Grantmakers.

Congratulations on launching your new site. It looks great! You’ve clearly put a lot of work into it. What do you hope to accomplish with the new site that you couldn’t do before?

The goal was to create a site that is easy to navigate, provides great resources and news to members, and functions as an important member benefit. I also hope that the site will provide a strong platform for future developments like collaborative workspaces and all those other great ideas we haven’t thought of yet!

From your perspective, what is the best part of working with the Forum and other regional associations on a common Drupal-Salesforce platform?

The amount of knowledge shared within the group is really incredible. When you’re really lost and have no idea how to create that formula field in Salesforce or how to set up a mandrill template, you have 50+ experts to email or call about it. Also, having the Forum staff (especially Val) available on the Saturday afternoon before you launch the site to assist with the inevitable “everything is going wrong” moment is priceless. Continue reading

10 Questions or Less for Adam Donaldson

10 Questions or Less is a feature here on the Forum’s Forum in which we get to know regional association staff members a little better—their work, what drives them, and more. This week,  Adam Donaldson, Member Services Director at Association of Baltimore Area GrantmakersIf you would like to suggest someone for a profile through 10 Questions or Less, contact Dan Brady.

You have a Masters in Public Policy and have played an active role in Foundations on the Hill. As we head into 2012, an election year, what issues should be at the forefront in regional associations staff’s minds?

All politics is local, which in this context is my way of saying regional association staff always have members at the forefront of their minds! So the questions are what are your members concerned about and what are you doing to engage and to listen to them? Have you established policies with your Board and members that allow you to advocate or lobby when opportunity or need knocks? In the Baltimore area, our members are anxious about government budget cuts and reduced private giving to nonprofits as a result of the economy. We are monitoring carefully the national conversation on charitable deductions and other efforts to gain government revenue from nonprofits and foundations.

You recently shared ABAG’s member renewal “thank you” letter on the Member Marketing listserve. ABAG seems to have a great relationship with its members, partially because of special touches like this. As the Member Services Director who also has a lot of other duties on his plate, how do make sure you get these important details right?

If I do get things right, it is precisely because I turn to the Forum network for best practices and rely on feedback from ABAG staff and long-time members (I believe in group writing). To focus my attention I rely on writing a fairly detailed annual plan and then pour my brain into my outlook calendar (my ring tone is “If I only had a brain”). Everything from reaching out to an unengaged member to taking my toddler to gymnastics happens because my iPhone buzzes. Send me a meeting maker anytime. Continue reading

10 Questions or Less for Joanne Kelley

10 Questions or Less is a feature here on the Forum’s Forum in which we get to know regional association staff members a little better—their work, what drives them, and more. This week,  Joanne Kelley, Executive Director of Colorado Association of FundersIf you would like to suggest someone for a profile through 10 Questions or Less, contact Dan Brady.

You recently hosted the Forum’s annual conference in Denver. What did that entail? How did it feel to have all the regionals in your hometown?

We were really excited to have everyone here and it also offered an opportunity to explain the value of the Forum network to our board and members. It was also great working with the planning committee to shape the content of the conference. The Forum staff really does the heavy lifting and did a stellar job of choosing a hotel in a prime location. We enjoyed brainstorming with our members to come up with some fun activities that helped showcase Denver and its cultural attractions. We discovered that it helps to have a brewing company as a corporate member when it comes time to finding a good place to hold a sponsored reception!
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10 Questions or Less for George Espy

10 Questions or Less is a feature here on the Forum’s Forum in which we get to know regional association staff members a little better—their work, what drives them, and more. This week,  George Espy, President of Ohio Grantmakers Forum. If you would like to suggest someone for a profile through 10 Questions or Less, contact Dan Brady.

As the architect of the Four for the Forum campaign, how do you think this initiative will change the Forum network? How has it changed the network already?

Three years ago, the strategic planning committee re-affirmed our roots by articulating the concept of the Forum as an interconnected “network” of regional associations. For a while, and for reasons that made sense at the time, the Forum had emphasized its own independence as a separate organization that provided support etc. for the RAs. The “forum as network” concept took us back to where we began and reasserts the primacy of the Forum network, with the Forum staff serving as the coordinating and connecting hub. If the Forum network is going to accomplish its mission of leadership and service we are going to have to rely on the “sweat equity” from the regionals, since we won’t have the staff to do it for us. The “Four for the Forum” campaign was simply an attempt to reinforce the network concept in a concrete way. How are we doing? If you compare volunteer activity across the network today vs. what it was a few years ago, we will find good reason to celebrate. By sharing time and resources, we are well on our way toward realizing the aspiration of becoming a vital, interconnected, national network of regional associations. Continue reading

10 Questions or Less for Suki O’Kane

10 Questions or Less is a feature here on the Forum’s Forum in which we get to know regional association staff members a little better—their work, what drives them, and more. This week,  Suki O’Kane, Director of Operations at Northern California Grantmakers. If you would like to suggest someone for a profile through 10 Questions or Less, contact Dan Brady.

Photo by Pak Han.

In your role as Director of Operations at Northern California Grantmakers, what are some of your day-to-day responsibilities?

I often refer to my work at NCG as “Making It Go,” which applies to toasters as well as laptops (they are occasionally indistinguishable), dropping payroll as well as financial forecasting, dynamic IP addresses as well as printing, folding, stuffing, and chasing after the postal carrier, a refreshingly analog experience. There will always be some part of the day imagining the system and infrastructure required to make a bold idea successful, or a process truly elegant. If I square away the toaster/laptop issue early enough, I’m able to make actual progress in the imagination area.

Is there anything you’re working on now that is particularly exciting?

It’s all EXTREMELY EXCITING, but if I had to select a few projects I would have to include an association modeling inquiry that we’re conducting here at NCG (drawing from theories of association, group decision science, movement building and change management).

I’m also working with Forum’s Content Management System project, which continues to strike me with its dramatic potential for impact not just technically, as an enterprise-level Open Source initiative, but as a reflection of the innovative relationships and relevance regionals can have with their members.

I must also give a shout out to Kim (ABAG), Martha (AGM) and Rebekah (Washington Grantmakers) for allowing me to shadow their projects on common grant applications, an outgrowth of our informal learning circle on grants management software. Although we don’t have CGAs in NorCal, we have a highly collaborative network, and I’m leveraging learning with these Forum folks to envision shared technology products that are relevant to the emerging interests of our grantmakers.
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10 Questions or Less for Joseph Piearson

10 Questions or Less is a feature here on the Forum’s Forum in which we get to know regional association staff members a little better—their work, what drives them, and more. This week,  Joseph Piearson, Program Associate at the Iowa Council of Foundations. If you would like to suggest someone for a profile through 10 Questions or Less, contact Dan Brady.

You recently led the Intro to Salesforce webinar, along with Rosemary Morby of Donors Forum of Wisconsin. Can you tell us a little about the webinar and how it came together?

The webinar was really a bit of an introduction for RA’s who have an interest in exploring SalesForce. We have been using SalesForce at the Iowa Council of Foundations (or ICoF as we say) for about a year and half and love it! The Donors Forum of Wisconsin is currently in the process of exploring the platform and customizing it for their own use, so I’ve been working a lot with Rose to share what we have done and to learn more about their approach. The webinar was a great way to share how ICoF and DFW are using and plan to use SalesForce to enhance our work. The Forum has been great with organizing the webinar and putting together a SalesForce working group. Working with DWF has been extremely beneficial for both of us, and I look forward to having this channel available through the Forum to learn from other RAs as they begin to use SaleForce. Continue reading

10 Questions or Less for Lindsey Greenberg

10 Questions or Less is a feature here on the Forum’s Forum in which we get to know regional association staff members a little better—their work, what drives them, and more. This week,  Lindsey Greenberg, Program and Information Manager at the Gateway Center for Giving in St. Louis, Missouri. If you would like to suggest someone for a profile through 10 Questions or Less, contact Dan Brady.

In your role as Program and Information Manager at the Gateway Center for Giving, how does the Forum network contribute to your work?

The Forum network has been a godsend! One of my first projects at the Center was to create a Common Grant Application for Missouri. Being new to this job (and to the field) the staffs from the other regional associations were amazingly helpful with this project (as well as so many others). They have spent countless hours on the phone with me walking me through best practices and what did and did not work for them when it came to CGAs. Additionally, I am responsible for researching most of the member requests that come in and the Forum network has been so responsive to every request I have sent their way.

You recently oversaw the redesign of the Gateway Center for Giving’s website? It looks great. What was that process like?

Thank you! We really appreciate the positive feedback. Once we actually committed to redoing the website the process was not as awful as we expected it to be. We worked with a local developer who seemed to really understand the unique needs of our organization. Being relatively new to my position with the Center also helped because I wasn’t “wedded” to any part of our website. I was able to come in with a fresh set of eyes and really evaluate what we needed from the site. The website management is so user friendly and has allowed it to become more of a living website rather than a static one which is what we were ultimately going for. Continue reading