Beverly Hoffmann
President/CEO , Center for Social and Economic Leadership
    Beverly Hoffmann studied and lectured at the Graduate School of Management and Urban Policy at the New School for Social Research in New York City and was part of the National Society of Fundraising Executives (now AFP) team there that designed the first master’s degree in fundraising management in the country. While a student and later as the J.M. Kaplan Fund lecturer at the New School, she originated a comprehensive, market-based method of strategic organizational planning considered to be a best practice and participated in creating three new methodologies in planned giving that dramatically changed the endowment field.
    Subsequently, she lectured for Seton Hall, Rutgers, Princeton, Georgetown and George Washington (3 years) Universities, Independent Sector, the Council on Foundations, the Foundation Center in Washington, D.C., and for various AFP conferences and mentoring groups. She served as faculty for the AFP’s new Academy of Professional Development at the International Conferences in 1997 and 2004.
    As Founding President of the National Deferred Giving Trust , she participated in original research of new forms and adaptations of deferred giving, which she then taught to insurance companies, stock brokerage houses, banks, certified financial planners, lawyers, and a wide variety of 501(c)(3) organizations through a series of foundation grants over six years. She created the first revolving loan from an investment firm to a charity based on the assets in a charitable remainder unitrust. Ms. Hoffmann also originated the first small-group deferred giving consortia to achieve affordability of endowments and assisted Steven Smallwood in initiating the Philanthropic Services area at Merrill Lynch.
    She counseled the staff of the Governor of New Jersey in creating endowments for public housing and later transferred that knowledge to all of HUD’s Assistant Secretaries, with special emphasis on Community Development. Through HUD, she worked with Assistant Secretary Paul Bardack to design a specialized community foundation in Watts after significant tumult. Also, she trained more than 100 Mayors in the creation of endowments for city governments. Through Deloitte Touch Tohmatsu, Ms. Hoffmann provided consulting to the USAID’s Asia and South America Divisions and contributed significantly to a USAID book on endowment-building for NGOs.
    As Senior Fellow and then Executive Director of the Center for New Leadership, housed at the Center for Strategic and International Studies, she worked with board member Muhammad Yunus of the Grameen Bank and futurist Robert Theobald to provide strategic organizational planning guidance through an international communications systems to a wide range of NGOs seeking to foster small business incubators in their own countries. Other groups to which she has provided similar counsel include FINCA International and the Asia and South America Divisions of the USAID (the latter through Deloitte & Touche). In the USA, she is preparing to work with the New Ventures Initiative in the Midwest.
    From posts as President/CEO, Executive Director, Director of Development, and Senior Consultant, she has served agencies in healthcare, social services, education, housing development, arts, religion, and community foundations through strategic planning, board training and development, nonprofit marketing and fundraising, and nonprofit financial systems design. She has managed annual, capital, high net worth major gift and endowment campaigns; corporate, foundation, and cause marketing initiatives; and government grants & contracts.
    Organizations for which she has worked include the San Francisco, Ahmanson, Prudential, and Skaggs Foundations, Caldwell College, the National VOLUNTEER Center, the National Perinatal Association, Hospice by the Sea, Marble Collegiate Church, The LINKS, Inc. and the LINKS Foundation, the National Academy of Social Insurance, For Love of Children, the McAuley Institute (Sisters of Mercy), the American Public Works Association, and two NIH agencies.
    She managed the capital campaign for the League of Women Voters, originated the planned giving program at the American Association of University Women, and was founding Director of Development for the AARP’s aging research foundation and for the American Society of Association Executives. In 1997, she became Senior Consultant for Strategic Planning and Development for American Benefactor magazine and also consulted to Smith Bucklin, Inc., the national American Red Cross headquarters, the Challenger Center for Space Science Education, Lamaze International, FINCA International, the DC Public Library Foundation, the Save-a-Pet Foundation, PCMA, the American Medical Society’s National Patient Safety Foundation.
    She served five months AFP’s Coalition to Uphold Noncash Charitable Giving, which responded challenges to the nonprofit sector posed by Senate Finance Committee proposals. She chaired a subcommittee called Quick Response Team and an Ad Hoc Committee on Major Gifts and Planned Giving.
    Her office is in Alexandria, Virginia.

Barbara L. Ciconte, CFRE
Senior Vice President, Consulting Services
Donor Strategies, Inc.
8807 Montgomery Avenue
Chevy Chase, Maryland 20815
301-718-9811 voice
301-781-9812 fax
BarbaraL@donorstrategies.com
www.donorstrategies.com
    For more than twenty-five years, Barbara L. Ciconte, CFRE, has helped nonprofits think strategically and work smarter. Formerly associate dean for development and alumni relations at American University’s Washington College of Law, she has experience in all facets of nonprofit management and resource development. Barbara has worked with local, regional, and national organizations in strategic planning and assisted them in building more effective resource development programs in annual, capital and endowment giving, major gifts, planned giving, corporate and foundation relations, special events, and board/volunteer/staff training.
    Prior to becoming a consultant, she spent thirteen years at American University, where she served as the associate dean responsible for the overall development, alumni relations, and publications program for the university’s law school. Barbara was previously the law school’s director of development and in that position was responsible for managing the college’s successful $20 million capital campaign, which was part of the university’s $100 million Centennial Campaign. She has been involved in the successful solicitation of six and seven figure major gifts. Other positions held at American University included director of major gifts and director of the annual fund. Before joining the university staff, Barbara was manager of fundraising projects for a national advocacy organization where she established the organization’s first major gifts program.
    A leading national educator on fundraising and board development, Barbara is the co-author of Fundraising Basics: A Complete Guide, Second Edition published by Jones and Bartlett in 2001. She has been an adjunct faculty member at George Mason University and American University. Barbara is a former member of the board of directors of the Association of Fundraising Professionals (AFP), where she served two years as vice chair for professional advancement, responsible for the association’s educational programs and services. As a graduate of the Center for Philanthropy at Indiana University/Association of Fundraising Professionals Faculty Training Academy, Barbara holds the Master Teacher credential. She was a guest presenter at the Fundraising Institute-Australia’s 2003 International Conference in Canberra, Australia.
    A past president of the AFP Greater Washington, DC Area Chapter, she was honored in 1997 by the DC Chapter as its outstanding fundraising executive of the year for her leadership and service to the profession.

    Examine a detailed case study of a capital campaign whose outcome was decided by conflicts of interest, planning failures, and board dissociation from accepted standards of professional conduct. In this session, participate in small group analyses of each issue and interact with a consultant and a staff person who lived the experience. Learn how a national watchdog agency explores and reacts to the same case history. Scrutinize the potential consequences to the charity and the community. Evaluate each ethical and management issue and construct suggestions to resolve them with upset donors and government agencies. Compare them with the actual final solutions and with relevant sections of the AFP Code of Ethics and Standards of Practice. Develop a better understanding of how to deal with board, staff, and community interests in unusual capital campaign or any fundraising circumstances..... all of which could happen to you.