Major Gifts Panel
Our panel of executives and development officers will share the strategies that led to major gifts in their organizations. They'll share what kinds of relationships needed to be built, what research took place prior to the ask, who was part of the strategic conversation, and how long the process took. Panelists will share their stories, tips, and tricks for major gift solicitations.
|Moderator: Marlene Spalten
Community Foundation of Tampa Bay
Tampa History Center
Tampa General Hospital Foundation
St. Petersburg Free Clinic
Thomas MantzFeeding Tampa Bay
Tuesday - December 18, 2018
11:30 AM - 1:00 PM
Doors open at 11:30 AM
11:00 Membership Orientation
Thanks to our Sponsor!
Regular Meal & Gluten Free Meal:
Cranberry, Brie and Spinach Stuffed Chicken with Apricot Glaze | Chef's Selection of Seasonal Starch and Vegetables | Dessert
Sweet Potato Gnocchi | Chef's Selection of Seasonal Starch and Vegetables|Dessert
PLEASE NOTE: Once a meal choice has been made, it CANNOT be changed the day of at the luncheon. Food service has been extremely delayed at the past few meetings for a number of our guests due to attendees changing their meal or sending their meal back for changes.
Applied for 1 hour CFRE Credit
$25.00 for Members
$40.00 for Guests
Payments may be paid in advance or at the door. Reservations after 12 PM on the Friday before the meeting, and walk-ins, are charged $40 at the door. No shows will be billed.
Marlene Spalten, CFRE joined the Community Foundation of Tampa Bay as its President and CEO in October 2012. With an objective of significantly increasing philanthropy in the region, she was listed on Tampa Bay Business Journal’s “25 People to Watch in 2013”. Since its inception in 1990, CFTB has distributed $215 million in grants while building assets to more than $250 million through community leadership, philanthropic services, and creative grantmaking. Marlene serves on the boards of the Florida Philanthropic Network, the Florida College Access Network, and Community Foundations of Florida and has been a long-time member of the Association of Fundraising Professionals.
Frann Murphree Richards is currently serving as Tampa General Hospital Foundation’s Senior Vice President and Chief Development Officer.
Previously, she was the Senior Director of Development at USF Health and was a key contributor to USF’s record-breaking $1-billion capital campaign, “Unstoppable.” She also had a leadership role managing the major gift team for USF Health in several areas including the Morsani College of Medicine and the Heart Institute’s downtown expansion, women’s health initiatives, the College of Nursing, the Neurosciences Institute and the Byrd Alzheimer’s Institute.
Prior to joining USF Health, Richards worked at the University of Florida from 2011 to 2016. There she was the Director of Development and Strategic Initiatives for the Herbert Wertheim College of Engineering where she assumed a leadership role in the college’s $300-million campaign which was an integral part of the University’s $1.72-billion capital campaign, “Florida Tomorrow.”
Richards came to non-profit development following a successful sixteen-year sales and sales leadership career in private industry. She spent much of her time in leadership roles, including serving as Regional Vice President where she led a high-performing team of over 300 employees throughout the Southeastern United States.
Thomas Mantz joined Feeding Tampa Bay as Executive Director in October of 2012. During Thomas’ tenure with the foodbank the organization has seen significant development across all business fronts. Most importantly, meals to the community have grown from 20 million to 50 million per year – reducing the meal gap across Tampa Bay. Fundraising has risen by almost 150% with broader diversification of revenue streams, increases in partnerships and the implementation of a multi-strategy development program.
During his tenure, Feeding Tampa Bay has launched several key initiatives including the Hunger Action Alliance, a research arm in partnership with U.S.F. as well as other programs that have increased food security for children and seniors and dramatically improved the nutritional value of food distributed, achieving a 70% ‘foods to encourage’ rating from Feeding America.
In 2014 Feeding Tampa Bay was named ‘non-profit of the year’ by WEDU and was a finalist for non-profit of the year in 2015 for the Tampa Bay Business Journal. The organization was also given the prestigious “Neighborhood Builder’ award from Bank of America in 2013.
Previously, Thomas served as the Executive Director of Second Harvest of Jacksonville from 2009 to 2011, after five years as the chief operating officer at Christ Episcopal Church in Ponte Vedra Beach. Prior to that, Mantz worked as executive director of the Episcopal Foundation of Florida (2002-04) and as president of the First Coast non-profit organization, Dignity U Wear Foundation, Inc. (2000-02). During a 17-year career in the finance industry in Jacksonville beginning in 1982, Mantz spent his years as an operations executive in the banking industry in Florida, New York and Moscow, Russia, before returning to Jacksonville and beginning his work in the non-profit community in 2000.
He has also served on the boards of several non-profits including the Feeding Florida, the collection of food banks across the state where he is chair for 2017/2018, THHI, (Hillsborough Homeless Initiative, the Community Action Board for Hillsborough County and Trinity Café.
Thomas is a graduate of the University of North Florida with a B.A. in Political Science. He also completed the Theological Education program at University of the South and attended Harvard’s Strategic Perspectives in Non-Profit Management course.
Grant E. Martin is currently serving as the Vice President - Capital Campaign for the Tampa Bay History Center. This is Grant’s second time working for the History Center, having been involved in helping to raise more than $50 million to build and open the Center in 2009. He is currently working on an $12 million campaign to build-out the third floor of the Center.
Grant is an accomplished fundraiser, having raised more than $150 million for universities, museums, healthcare, and social organizations. He has a broad range of experience in capital and annual fund campaigns, planned giving, donor stewardship, strategic planning, budget administration, and non-profit management.
Grant earned the designation of Certified Fund Raising Executive from CFRE International in 1996. He is a graduate of the University of South Florida and the College of William & Mary’s National Planned Giving Institute. He and his wife, Lisa, have three children.
Grant was recently recognized as a Distinguished AFP Fellow by AFP International for his leadership contributions to the fundraising and philanthropic communities. He has served on the International Board of the Association of Fundraising Professionals (AFP), the Board of the AFP Suncoast Chapter, and was a Founding member of the AFP Florida Caucus and Planet Philanthropy Statewide Education Conference.
Beth Houghton is the Executive Director of St. Petersburg Free Clinic. She attended Stetson College of Law and is licensed to practice both law and public accounting in Florida. Beth is married to Scott K. Wagman. they have three adult children and three grandchildren.
Beth currently is Board Chair at H. Lee Moffitt Cancer Center and Research Institute, Vice Chair of Parent Board and Executive Committee, a member of Executive Committee and Parent Board, and Chair of Audit Committee. She is also a Provider representative on the Pinellas Homeless Leadership Board, part of the St Anthony’s Hospital Mission and Community Outreach Committee and the Nonprofit Leadership Center.