The Giving Code + CFRE Workshop


Earn CEU’s toward your CFRE!

LUNCHEON - The Giving Code: Bridging the Gap between Non-Profits and Funders

In a region of staggering wealth and enduring poverty, how can local philanthropists and nonprofits work together to deliver greater impact? Heather McLeod Grant will outline some of the key disconnects between what local philanthropists expect and what local nonprofits are prepared to provide. She will outline how better communication can strengthen partnerships. Heather is a co-founder of Open Impact and the author of the best-selling book, Forces for Good. Formerly a consultant with McKinsey & Company, she holds an MBA from Stanford University and an AB from Harvard.

MORNING WORKSHOP (optional add-on) - Preparing for the CFRE

Do you know about the Certified Fund Raising Executive (CFRE) credential? Have you considered pursuing it yourself? Perhaps you feel you are ready, but you are not sure where to start or you are worried about the exam? 

Learn more about the application requirements, how to navigate the process, and the benefits of obtaining certification from three CFREs at a special workshop before the chapter’s October luncheon. You’ll hear from three CFREs - ranging from 10 years to 10 months - who will provide an overview of certification, plus Q&A and advice on being successful.

AFP SVC Past President Ann-Marie Meacham, AFP SVC VP Development Matthew Taylor Siegel, and AFP SVC VP Education Sonia Wright will share and answer questions about the process and steps to obtain your CFRE. After a brief introduction about CFRE, this will be an interactive question and answer session.

Thank you to our luncheon sponsor, Colorprint!

Luncheon Fees:
$35 AFP Members
$50 Non AFP Members

Workshop Fees: (optional add-on)
$15 AFP Members
$20 Non AFP Members

Join us for the luncheon and workshop!

*** Please note, a $10 fee will be added to walk-in registrations. To avoid this fee, please register and pay by the RSVP date***


  • When

  • Tuesday, October 17, 2017
    10:00 AM - 1:30 PM

  • Where

  • Biltmore Hotel & Suites
    2151 Laurelwood Road
    Santa Clara, California 95054
    (408) 988-8411

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