Nov
4
11:30 AM11:30

November 4th Luncheon

"How to Leverage Boards & Associate Boards to Achieve Strategic Goals"


November 4th, 2019

Women's University Club

11:30 AM - Registration & Networking

12:00 to 1:30 PM – Lunch & Program


Wondering how your organization can strengthen the effectiveness of your board of directors, or perhaps how to start an associate board? Join us for a candid conversation with Wellspring Family Services leadership about their years of collective experience working with and serving on boards of directors in our community.


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Asa Tate

Chief Development Officer

Asa Tate serves as Chief Development Officer, leading a team of fundraisers who partner with the community to provide resources for families facing homelessness. Asa brings over twenty years of results-driven, ethical fundraising experience and leadership at Make-A-Wish, KCTS 9, Women's Funding Alliance, Technology Access Foundation, Food Lifeline and Girl Scouts. Asa is best known for her strategic thinking and exceptional ability to create lifelong relationships and partnerships that strengthen non-profits and our community. Asa actively volunteers to grow the field of philanthropy; serving as President of the Association of Fundraising Professionals - Advancement Northwest Chapter and on the Advisory Board of the University of Washington Non-profit Management & Fundraising Certificate program. Asa is an alumnus of Western Washington University, Leadership Tomorrow Seattle and UWKC Project LEAD.

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Peter Drury

Chief Strategy Officer
Peter Drury serves as Chief Strategy Officer, where he is charged with keeping Wellspring future-focused, aligned, growing, and increasingly wise. A social worker with a business education – plus years of innovative leadership and consulting for philanthropists, executives, and boards – Peter is uniquely positioned to facilitate strategy, planning, performance measures, and optimization of the whole. Peter has supported many high-performing organizations during critical stages of growth, such as Splash, Odessa Brown Children’s Clinic, Seattle Children’s, Sightline Institute, and Make-A-Wish. He is a member of the faculty in Seattle University’s acclaimed Master of Nonprofit Leadership Program, and holds MSW, MBA, and M.Div. degrees from the University of Illinois, Seattle University, and Yale University.

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Heather Fitzpatrick

President & CEO

Heather joined the Wellspring team as a contractor in 2017, and became the President and CEO in October, 2018. Prior to joining the Wellspring staff, Heather was the CEO of MarketFitz, Inc., a management consulting firm, where she worked with non-profit, healthcare and professional service organizations to help them reach their financial and organizational goals. An active community leader, Heather has served on a dozen boards of directors, including Northwest Center, the Washington Society of CPAs, Leadership Tomorrow, the Seattle Metropolitan Chamber of Commerce, Seattle Rotary #4, CityClub and Girl Scouts of Western Washington. She received her MBA from the University of Washington, her BA from Colgate University, and was a Fulbright Scholar. She began her career with Deloitte and is a Chartered Global Management Accountant and a licensed CPA in Washington state.


Menu: Arcadian greens topped with candied cranberries, toasted walnuts, goat cheese and roasted chicken served with a white wine vinaigrette | Sourdough roll | Assorted Cookie Tray; *vegetarian option available upon request

Cost:

Member Program and Lunch: $37.50
Member Program (No Lunch): $10.00
Non-member Program and Lunch: $50
Non-member Program (No Lunch): $20


Additional Details:

*If you're driving to Women's University Club, please give yourself a few extra minutes. The small parking garage on-site is for Club members only.  Please take advantage of a number of nearby parking garages.  One suggestion is the WAC parking garage. If you care to search for other options, visit the Seattle Parking Finder website.

Members who register a non-member guest for a lunch meeting can receive a $10 discount code for a future lunch. To receive the discount, the non-member guest must be registered for a luncheon with a meal. You will be contacted following the event with details.    

WPGC Late Registration Policy - Late registrants or walk-in participants are not guaranteed meal requests. You will only be charged for meals if you are served.  To ensure your dietary needs are met, please register for luncheons in advance - registration closes at noon on the Thursday prior to our Monday luncheons.

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Dec
9
11:30 AM11:30

December 9th Luncheon

December 9th Luncheon

More information and registration coming soon!


Schedule:

11:30 AM - Registration & Networking
12:00 to 1:30 PM - Lunch


Cost:

Member Program and Lunch: $37.50
Member Program (No Lunch): $10.00
Non-member Program and Lunch: $50
Non-member Program (No Lunch): $20


Additional Details:

*If you're driving to Women's University Club, please give yourself a few extra minutes. The small parking garage on-site is for Club members only.  Please take advantage of a number of nearby parking garages.  One suggestion is the WAC parking garage. If you care to search for other options, visit the Seattle Parking Finder website.

Members who register a non-member guest for a lunch meeting can receive a $10 discount code for a future lunch. To receive the discount, the non-member guest must be registered for a luncheon with a meal. You will be contacted following the event with details.    

WPGC Late Registration Policy - Late registrants or walk-in participants are not guaranteed meal requests. You will only be charged for meals if you are served.  To ensure your dietary needs are met, please register for luncheons in advance - registration closes at noon on the Thursday prior to our Monday luncheons.


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Oct
7
11:30 AM11:30

Launching Planned Giving to a New Level at The Museum of Flight

October 7th, 2019

Women's University Club

11:30 AM - Registration & Networking

12:00 to 1:30 PM – Lunch & Program


Learn about the Museum’s recent $79.5 million comprehensive campaign – Inspiration Begins Here! – and how the four-year effort boosted its planned giving operations to a new level of impact. You’ll hear about the lessons learned and how the success of the campaign and the relationships it deepened have led the institution to build a more professional and sustained program.


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Trip Switzer

Vice President of Development

Trip has been with The Museum of Flight as Vice President of development since 2011. Under his leadership, the Museum’s development team doubled in size and executed its most successful comprehensive campaign ever – Inspiration Begins Here! – which ran from 2013 through 2016, and raised $79.5 million for educational programming, capital projects and operations.

Trip has served the non-profit sector for more than two decades. He led the annual fund at Lakeside School, where he also coached the rowing team for six years. From there, he moved to Seattle University as a major gifts officer. Prior to joining the Museum, he launched the West Coast fundraising program at Conservation International where he spent seven years as a regional director. He also served for six years as a board member with the Northwest Development Officers Association (NDOA) serving as board president in 2010-2011.

Prior to his fundraising career, Trip worked in advertising sales for Parade and Reader’s Digest magazines in New York City. A cum laude graduate of Harvard University with a degree in history, he lives in the Wedgwood neighborhood of Seattle with Ann, his wife, and their daughter and son, and is active in their schools and the local community. 


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Sandra Dolese, Planned Giving Program Manager, CFRE, CSPG

Sandie has helped large and small NGOs raise millions of dollars through outright and planned gifts. She has served as a major gift officer with The Salvation Army, event manager for National Multiple Sclerosis Society, and development director with Planned Parenthood. During her 11 years at The Museum of Flight, Sandie has led the Museum’s planned giving program while maintaining a major gifts portfolio. She helped secure a $17 million bequest to successfully conclude the Museum’s recent $79.5 million campaign. In 2016, Sandie earned CSPG (Certified Specialist in Planned Giving), and in 2017 she became an AFP-certified Master Trainer. 


Menu: Jackson Square Salad topped with diced egg, bacon, tomato, avocado and chicken | Sourdough roll | Assorted Cookie Tray; *vegetarian option available upon request

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Aug
12
11:30 AM11:30

August 12th Luncheon

August 12th Luncheon

Join us for a unique presentation on "The Family Love Letter" at our next meeting. Attendees will receive their own copy of the Family Love Letter document which helps people "get their house in order". This is a great document to break the ice about legacy planning with your clients and your own family members... and it's worth its weight in gold in the event of a health crisis.

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Our presenter, Kathleen P. Steele, helps clients navigate preparing for a successful retirement, transferring information, assets and, perhaps most importantly. Kathleen will share ideas on how to address challenging issues as well as shed light on things that perhaps you hadn't thought to address. You'll pick up great information for you personally, your partner, your children, your parents and your clients. Join us for this enjoyable and informational presentation. (You can visit Kathleen's website at www.kathleensteele.com).


Schedule:

11:30 AM - Registration & Networking
12:00 to 1:30 PM - Lunch

Menu:
Blackened Steelhead Ceasar Salad w/ Roll | Assorted Cookie Tray

*vegetarian option available upon request 


Cost:

Member Program and Lunch: $37.50
Member Program (No Lunch): $10.00
Non-member Program and Lunch: $50
Non-member Program (No Lunch): $20


Additional Details:

*If you're driving to Women's University Club, please give yourself a few extra minutes. The small parking garage on-site is for Club members only.  Please take advantage of a number of nearby parking garages.  One suggestion is the WAC parking garage. If you care to search for other options, visit the Seattle Parking Finder website.

Members who register a non-member guest for a lunch meeting can receive a $10 discount code for a future lunch. To receive the discount, the non-member guest must be registered for a luncheon with a meal. You will be contacted following the event with details.    

WPGC Late Registration Policy - Late registrants or walk-in participants are not guaranteed meal requests. You will only be charged for meals if you are served.  To ensure your dietary needs are met, please register for luncheons in advance - registration closes at noon on the Thursday prior to our Monday luncheons.



View Event →