The Psychology of the Donor

About this event

Moderator

Cristina Sanz, Regional Director, Southern Oregon
The Oregon Community Foundation

Lunch & Networking at 11:30
Presentation at 12:00

If you have ever faced the challenge of reaching new donors or engaging existing donors at a higher, more impactful level, then you will want to join us for this conversation exploring the psychology of the donor. Moderator Cristina Sanz—The Oregon Community Foundation’s Regional Director of Southern Oregon—will review key findings from OCF’s report Giving in Oregon 2013 about why people give (or do not give) their time and money to charitable causes.

A panel of donors will share their experiences and valuable advice from four distinct perspectives—donor, development director, business owner, and Board member. This session features the following experts:

• Dave & Marge Bernard, Owners, Darex Corporation
• Kathleen Davis, (Former) Planned Giving/Development Director, The Oregon Community Foundation
• Les Cracraft, Employee Benefits Consultant, United Risk Solutions
• Lyn Hennion, Senior Vice President – Investments, Umpqua Investments

Together, we will explore:

• Who’s donating to charitable causes
• Why they are donating time and money to these causes
• How we can better position our organizations work to increase charitable donations

About the Presenters

Cristina Sanz is a charitable gift planner for the Jackson, Josephine, Klamath and Lake County region of The Oregon Community Foundation (OCF). She is OCF’s lead representative in Southern Oregon, working with individuals and their professional advisors who wish to establish current or testamentary charitable funds, as well as deferred gifts at OCF. Cristina also assists with donor and community relations. Prior to joining OCF, Cristina practiced family and juvenile law for eleven years in Eugene and Medford, then served as a Jackson County Court Mediator for six years. She received her JD from the University of Oregon in 1988 and her BA from the University of California, Los Angeles, in 1983. Cristina serves on the Board of directors of the Southern Oregon Estate Planning Council, the Center for Non-Profit Legal Services, and the Rogue River Valley University Club. She is a former co-coordinator of Rogue Women Lawyers and has served on the Oregon Women Lawyers Board.

Dave and Marge Bernard own Darex Corporation in Ashland, Oregon. Marge is a registered nurse and mother to four children. She has been a volunteer in schools/classrooms for many years and has served on the board of the AHS Ski Team, Ashland Schools Foundation, and Reach Family Institute. She currently serves as a Rotary Youth Exchange Officer and on the Board of Ashland Parks Foundation and is the Board Chair of Living Opportunities. Dave has been on too many Boards to count, but they include the Ashland Planning Commission, YMCA, Reach Family Institute, Ashland Chamber of Commerce, Ashland Rotary, and Ashland Hospital Board. He currently serves on the Britt Board and is a member of the East Main Street rock band. Together, they were founders of ScienceWorks Museum and have lived in Ashland for 35 years.

Kathleen Davis, a longtime Medford resident, is a graduate of Lawrence University in Appleton, Wisconsin and earned a Master’s degree in Humanities from Reed College in Portland. She has been a part of the nonprofit community in a several roles, both as volunteer and as staff member. She has served on a variety of Boards of Directors, including the Oregon Council for the Humanities, the Jackson County Library Advisory Committee, the Oregon Shakespeare Festival, Chamber Music Concerts, and the Oregon Arts Commission, to name just a few.

When The Oregon Community Foundation decided to open an office in Medford, they invited Kathleen to manage the first out-of Portland office in Southern Oregon.

Les Cracraft is an employee benefits consultant with United Risk Solutions. Les joined United Risk in 2006. Prior to his employment with United Risk Solutions, he worked as the Director of Sales and Marketing for Regence Blue Cross Blue Shield of Oregon for 20 years. During his tenure at Regence he was responsible for five Regional offices. His responsibilities included Sales, Account Management, Provider Contracting, Claims, and Customer Service.

Les currently serves of the Broker Advisory board for Regence Blue Cross Blue Shield of Oregon, MODA Health, and Atrio Health Plans. He has been a Rotarian since 1989 and is a Club Past President. His current and past community Board service includes, Asante Hospital Foundation, Southern Oregon Public TV, SOU Foundation, Living Opportunities Board, and ACCESS.

Lyn Hennion, senior vice president-investments, has been with Umpqua Investments since 1994. Previously, she was a vice president and senior regional manager of the Franklin Templeton mutual funds. A graduate of Stanford University, Lyn also completed the Securities Industry Institute at the Wharton School of the University of Pennsylvania and holds the Certified Financial Planner designation.

Lyn is active in community affairs and known for her service on the Boards of directors of several charitable and civic organizations, ranging from the statewide “Ten-Year Plan for Oregon” and Oregon 529 College Savings Plan to the national Pacific Retirement Services to her local fire district and historical society.

About the Network

Each session of the Rogue Valley Nonprofit Training Series is designed to strengthen your development and leadership skills while providing field-tested concepts and tools to take back to your organization for implementation. In addition to skills development and meeting with the experts, each session allows for networking and peer coaching in a collaborative learning environment.