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Fund Raising Services 
Roundtable Workshops 
Resources & Tools 
Essex & Drake Fund Raising Counsel
1202 University Avenue
San Jose, CA 95126
Phone (408) 294-7779
Fax (408) 297-2722
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Association of Fundraising Professionals SVC Honors Sharon Svensson, CFRE with the 2009 Chapter Service Award.
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Senior Consultant Chuck Cole presented a strategic overview for fund development at the Aging Services of California (ASC) Conference- January 2010. |
Essex & Drake was selected to speak at the Center for Nonprofit Success’ San Francisco Summit, October 28, 2009
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Essex & Drake was selected to present at the annual California CPA Foundation conference in May 2009.
Studio City ~ May 20, 2009
San Francisco ~
May 21, 2009 |
California Association of
Nonprofits selects
Essex & Drake to conduct the four-hour
workshop on all aspects of fund development at
its 17th Annual Conference
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Essex & Drake to Present at the East
Bay’s CBO Center February 26, 2009. |
Center
for Nonprofit Success - Capital
Campaigns PodCast Interview with Rob Kusel
March 2008 |
The
nuts and bolts of a capital campaign
Podcast conversation with Rob Kusel,
Vice President with Essex and Drake
Fundraising Counsel
Wed, 5 March 2008
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Fund-raisers
Prove Fruitful
The Press Democrat
June 6, 2007
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CAN Spot Light Interview with Rob Kusel
October 24, 2007
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| FUNDRAISING EVOLUTION AND
THE CAN CONFERENCE
Member's E-mail Release
September 21, 2006
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CAN Building Strong Nonprofits
Workshop - Rob Kusel
January 8, 2007
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Association
of Fund Raising Professionals
Press Release
October 30, 2002
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Essex
& Drake Fall 2005 Roundtables and Company Updates.
September 15, 2005
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Association
of Fund Raising Professionals
AFP NEWS
May 2003
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San Jose Business Journal
Outstanding Professional Fundraiser
November 14, 2002
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Essex & Drake Consultant Chuck Cole spoke on January 27, 2010 at Channing House, Palo Alto, to members of the San Jose and Monterrey regions about current trends in fund development impacting the Aging Services Community. 25 Executives for the Continuum of Care Retirement Communities were present, as well as associate companies such as PharMerica, Salient Networks, and Hospital Purchasing Services, Inc, who provide delivery services to the ASC industry.
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Our congratulations go to AFP Silicon Valley Chapter member Sharon Svensson as the 2009 Chapter Service Award recipient. Sharon joins a list of distinguished fundraising leaders in Silicon Valley who have been past recipients of this prestigious award. The award is given annually in recognition of sustained work as a Chapter volunteer and leader and for enhancing the fundraising profession by being a role model for fellow Chapter members.
“She would rather light one candle than curse the darkness…” was first used to describe Eleanor Roosevelt, but can also be applied to Sharon Svensson.
Sharon, President of Essex & Drake Fundraising Counsel, has been a leader with AFP SVC for a number of years; she has served on its board in several capacities, including a term as President. Sharon continues to impact both nonprofit organizations and her colleagues in impactful ways; she is always willing and able to give assistance when asked. It is always her intention to improve the outcome of the particular project. As a result, things turn out to be a lot better when Sharon is involved.
Since joining AFP SVC in 1995 she has devoted her time and expertise to advancing philanthropy in Silicon Valley. To enhance the business operation of the Chapter between board meetings, Sharon created the board Executive Committee. Now each standing committee has an Executive Committee representative providing guidance and assistance with AFP SVC policies and other issues that arise.
While working closely with the Education Committee, Sharon developed the Chapter’s Scholar Program and served as a “Super Mentor” to scholars for three years. She has been particularly outstanding in her years of involvement on the Nominations and Selections Committee for Silicon Valley Philanthropy Day, AFP SVC’s annual awards ceremony and luncheon celebrating philanthropic individuals, groups and corporations where she refined the process of working with judging panels. By meticulously documenting and cataloging all communications and other relevant documents, she has provided an invaluable record for those who will succeed her.
Debra Jones, Director of Development at Downtown College Prep, describes Sharon as being “organized and meticulous without being officious. She offers insights and options – always in her quiet, yet convincing manner and she is gracious and caring. I have never heard Sharon turn down a personal request to contribute her talents to any chapter endeavor. When you ask Sharon to do something you can be assured that it will be done in the most competent and caring manner and the result will be superb.”
Marie Bernanrd, CEO of Project HIRED, states: "I was fortunate to have Sharon Svensson as my mentor during my first year in AFP. Sharon was a wise and experienced coach as I worked on my first large capital and endowment campaign. Her focused approach gave me a wonderful perspective on how to lay the groundwork for a successful feasibility study and ultimately a fundraising campaign. Sharon’s knowledge of major donor fundraising is a great benefit to Silicon Valley nonprofits."
Sharon is an extraordinary fundraising professional who has had a tremendous impact on numerous fundraising professionals in Silicon Valley, several of whom were past recipients of this award. AFP Silicon Valley Chapter is pleased and honored to recognize Sharon Svensson for her exemplary work promoting the best of fundraising and philanthropy in our region.
Thank you and congratulations, Sharon!
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For the third straight year, the
California Association of Nonprofits has selected Essex & Drake
Fundraising Counsel to conduct the four-hour workshop on all
aspects of fund development at its 17th Annual Conference. CLICK
HERE for
more information. |
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CAN Building Strong Nonprofits Workshop Evaluation
- Rob Kusel
Rob,
Happy New Year! We finally have your Building Strong
Nonprofits workshop evaluation.
As you'll see, you received high marks across the board
with 96% rating your Clarity of presentation as Outstanding
or Excellent and again 96% on your Ability to engage
the audience .
You can't get better than comments like this: "Rob
was amazing, informative and engaging. This has been
the best session I've attended in 5 yrs of fundraising
conferences and seminars. Kudos!"
Congratulations on a terrific job.
Thanks,
Gregg Davidson
Director of Education
California Association of Nonprofits
520 S. Grand Avenue, Suite 695
Los Angeles, CA 90071
~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
~ ~ ~ ~
QUOTES FROM EVALUATION SURVEY
Rob was amazing, informative and engaging. This has been
the best session I've attended in 5 years of fundraising
conferences and seminars. Kudos!
Bill Gates on Speed!
Excellent presented materials. High energy. Best presentation
Excellent blueprint for major fundraiser programs
Provided tools for future growth. What to look for/what
need in basic easy to follow steps
Excellent! A lot of information that can be used with
Board & Solicitors
Found out I need a lot of help.
Excellent presentation--great demeanor and accessibility
Very enthusiastic. Glad he brought a lot of his personal
experiences & real life experiences
Great info. Love the handout. Thanks! |
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| NAPA GUNNERS REPEAT TOURNAMENT
SWEEP TO WIN FIRST PLACE The Napa Gunners Soccer
Team (NVSC Boys U14 D III) swept their 2nd season tournament
to win first place in the 2006 Mad River Redwood Classic
held in Arcata.
Lead by captains Horacio Arcila Jr. and Omar Delgadillo,
the Gunners remained undefeated during play bringing their
season record to 8-0.
Strong defensive play throughout the tournament by Jacob
Aman, Blake Zuniga, and Zachary Zuniga held the Gunners'
opponents to two goals in four matches. Over eight
games, the Gunners have scored 32 goals while conceding
4.
The Gunners shut out the Redding Surge 6-0 in the opening
match. During their 2nd game, Gary Tovar scored four goals
leading the Gunners to a 6-1 victory over the Eel River
Rapids. An all around team effort, with goals by Clark
Carston and Jose Jaramillo, gave the Gunners a 3-0 win
over the El Dorado Prospector Hurricanes. In their final
game the Gunners defeated the Mad River United Steelhead
U14 D1 team 2-1.
The Napa Gunners team is coached by Rob
Kusel and Horacio Arcila Sr.
rob_soccer |
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FUNDRAISING EVOLUTION
AND THE CAN CONFERENCE
Member's E-mail Release
September 21, 2006
"Nebulous" is a dirty word in fundraising, according
to Rob Kusel.
He wants to see corporate-style specificity, strategy,
and planning in the fundraising departments of nonprofit
organizations -- qualities that, he says, are used to
great effect to sell hamburgers and designer jeans across
America, but less so in the halls of human service, social
justice, arts, and other public benefit organizations.
"You have to look at fundraising from an evolutionary
perspective," says Kusel. "Where is your organization
in its life cycle? The answer to that question makes a
huge difference in how you approach donor research, annual
giving, major gifts, special events, and all the other
areas of fundraising. What you do strategically is very
different whether your nonprofit is five years old or
fifty."
He should know. The fast-talking, up-front, results-focused
Kusel -- now Vice President of the prestigious
Essex & Drake Fund Raising Counsel --
has been Director of Development for Major Gifts at Stanford
University as well as Director of Development for Blue
Oak School in the Napa Valley. He's raised tens of millions
of dollars for the organizations he's been involved with.
He's also giving a four-hour workshop on Best Business
Practices in Nonprofit Fund Development at Building
Strong Nonprofits,
the 15th Annual Conference of the California Association
of Nonprofits (CAN) on Thursday-Friday, October 26-27,
in Los Angeles. This workshop got rave reviews at CAN's
Regional Conference in Eureka last spring.
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Now more than
ever, our Boards and staff members need to generate energy
and enthusiasm in our personal solicitations. This approach
has the greatest potential to secure the future of all
organizations, whether large or small.
Fundraising Professionals, Sharon
Tresnon Svensson and Carol Eddy, will walk you through
the critical A-Z steps of effective personal solicitations
— from picking the prospects to telling the donor
how you spent their gift.
(Click here to read the full article!) |
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This award recognizes
an exemplary fundraising professional who has at least
ten years of experience; has demonstrated persuasive,
effective, and creative leadership; gives his or her best
as a team member; adheres to AFP's Code of Ethical Principles
and Standards of Professional Practice; displays a commitment
to volunteerism; and participates in and supports many
nonprofit organizations.
Sharon Svensson,
CFRE
Nominated by The Harker School
Supporting Nominations from Sisters
of Mercy of the Americas, Ballet San Jose Silicon Valley,
Charles Armstrong School, St. Luke's Episcopal Church,
Results Marketing/Communications.
Sharon Svensson
is an exceptional fundraiser with more than 17 years in
the business. Throughout her career, Sharon has successfully
helped with many public benefit corporations set up fundraising
programs and raise much-needed dollars.
One good example is her work with the Harker
School, where she has helped grow their Annual Giving
program from $300,000 per year to $1,250,000 per year.
Sharon also led the Harker School's first Capital Campaign,
which raised $12 million - more than 50 percent of the
original expectation.
The Harker School describes Sharon as "creative,
resourceful and relentless until a goal is achieved -
or in most cases, surpassed!"
In 1997, Sharon became a CFRE (Certified
Fund Raising Executive), which is a professional distinction
given to fundraisers who have demonstrated a stellar track
record in raising dollars and committing time to the fundraising
profession. Currently, Sharon is the President of Essex
& Drake Fund Raising Counsel where she has been employed
for the past seven years. In her work with Essex &
Drake, Sharon has worked on 11 Capital Campaigns (procuring
money for buildings and capital projects) for public benefit
corporations, and raising an incredible amount of money
- more than $80 million.
Sharon's work with local organizations
goes beyond helping them raise funds - under her leadership,
her firm, Essex & Drake, is offering 12-15 free fundraising
and public relations workshops for staff and volunteers
annually. Sharon also offers her leadership by volunteering
time to organizations as well. For example, she's currently
a Board Member for the El Camino Real Diocese Foundation,
she's recently volunteered and helped Santa Maria Urban
Mission to raise $300,000 to expand their services to
East San Jose families, and has also served on the San
Jose City Arts Commission.
Without a doubt, Sharon is a role model
and has excelled as an accomplished businesswoman, educator
and volunteer in the fundraising profession. |
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Local
Philanthropists Have Heart and are Awarded
for Changing Silicon Valley
SAN JOSE, Calif, (October 30, 2002)-Ten outstanding award
winners will be honored at the 15th Annual Philanthropy
Awards Celebration Luncheon on Thursday, November 14 at
the Fairmont Hotel in San Jose, CA. Philanthropy Day is
a nationwide event sponsored by the Association of Fundraising
Professionals (AFP), which offers the public benefit sector
and the corporate community the opportunity to recognize
their top volunteers and highlight the efforts of local
community philanthropists. The event will also recognize
40 Distinguished Volunteer Honorees.
Public Benefit organizations and professionals in the
field are invited earlier in the year to submit nominations
for several categories of awards each year. A panel of
senior fundraising professionals, business professionals
and community volunteers scrutinizes the nominations,
and the winners are selected through a formal voting process.
The ten outstanding award winners are:
- Outstanding Philanthropist - Jeff Skoll
- Outstanding Volunteer Fundraiser - Debra Engel
- Outstanding Volunteer Fundraiser - Yvette Del Prado
- Outstanding Professional
Fundraiser - Sharon Svensson, CFRE
- Outstanding Corporate Grant Maker - Synopsys, Inc.
- Outstanding Foundation Grantmaker - The Noyce Foundation
- Outstanding Philanthropic Organization - Good Samaritan
Hospital Auxiliary
- Outstanding Philanthropic Youth Group - Mid-Peninsula
Jewish Community Day School 7th Grade
- Special Corporate Award - Cadence Design Systems,
Inc.
- AFP Chapter Service Award - Tish Bayer, CFRE
Lisa Kim and Allen Denton, anchors of the evening news
at NBC11 are the Masters of Ceremonies for this event,
which is the premiere venue for recognizing philanthropic
leadership in Silicon Valley. Co-Chairing the Philanthropy
Day Committee are Barb Larson and Amy Erekson. Ms. Larson
is the Director of Development for the Community Foundation
Silicon Valley and Ms. Erekson is Vice President of Business
Development for SGA Marketing and Events.
"Philanthropy Day is the day we recognize and pay
tribute to the contributions that philanthropy - and philanthropists
- have made to Silicon Valley," noted Judith Blasé,
CFRE, president of the Silicon Valley Chapter of AFP.
"With the slower economy, charities have to rely
more and more on the generous hearts of our community's
volunteers and leaders. Our community would be a very
different place if not for their tireless energy and vision."
A complete list of award winners and media interviews
are available. Tickets for the luncheon are $60 per person
or $600 for a table of ten. For reservations or information
contact the Silicon Valley Chapter Office at (650) 344-4011
or svcadmin@rcn.com.
The Silicon Valley AFP is part of a national organization,
which represents 25,000 members in 161 chapters throughout
the United States, Canada, and Mexico, working to advance
philanthropy through advocacy, research, education, and
certification programs.
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Essex & Drake to Present
at the East Bay’s CBO Center on February 26, 2009.
Roundtable
Creating Lasting Relationships with Your
Best Donors
East Bay Fundraising Roundtable
Now, more than ever, it is critical that you steward
and retain your best donors. These “missionaries” for
your agency can make all the difference as you stretch
to do more with less. Join your fundraising colleagues
and guest presenter Rob Kusel, Vice President at Essex
and Drake, for a discussion of tools and methods for
developing and maintaining long-term relationships with
your best donors, and for engaging them more deeply in
the life of your organization.
Rob Kusel is a Vice President and Partner with Essex and Drake Fund
Raising Counsel where
for the last four years he has assisted numerous nonprofits
in planning studies, major-gift and capital campaigns,
capacity and organizational development, and overall
strategic planning. From 2002 to 2004, Rob served as
the Director of Development and External Affairs for
Blue Oak School, the first independent school in the
Napa Valley, where he raised over $6M for facilities
and endowment. Prior to Blue Oak, Rob spent 5 years
as an executive with companies which specialized in developing
web-based programs to assist non-profits in achieving
membership-relation and fund-raising success. He
has worked with GroupStone, Inc., Berkeley, CA, and San
Francisco based Entango Corporation and LocalVoice.com.
Link to CBO Center
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