Crossroads and Turning Points

In the twenty-first century, nonprofits are constantly challenged to effectively adapt to ever changing internal and external factors that impact their sustainability. Many organizations rely on their leadership as the catalyst force for change and adaptation in order to remain relevant, present, and valuable. The Fieldstone Foundation offers nonprofit leaders Crossroads and Turning Points – an executive management and leadership series designed to offer you timely, cutting-edge research, and information tools on relevant issues facing the social sector.

Cultivating the Bench Strength of your Development Team

In order to survive and thrive in today’s development climate, organizations must ensure development professionals receive training and guidance on nuancing donor strategies and outreach. Too often, development officers get stuck in the transitional pieces of the donor cycle—unable to smoothly move prospects through the cultivation, solicitation, and stewardship pieces—and subsequently upgrade them to the next giving level. For example, when is the right time to move from stewardship to cultivation of the next gift? What’s the best approach? Our March session will provide practical ideas and advice on the “art” associated with the science of moves management.

Drawing on her own fundraising success, our session leader will address the following:

    • The right questions to ask and when to ask them
    • How to incorporate transitional language in to your meetings to ensure “movement”
    • Portfolio management strategies, tools to assist in that management, and strategies for growing, enhancing and upgrading our portfolios.
    • Using focus and discipline in our work


Kathy Drucquer Duff’s unique experience across healthcare, higher education (private and public), and non-profit organizations allows her to assess the opportunities within each environment and provide trainings on a wide range of areas. KDD Philanthropy is one of the few consulting firms that regularly builds practical exercises, real-life scenarios, and tailored role plays into trainings – allowing participants to take away practical, ready-to-implement tools for their work. More on our speaker and KDD Philanthropy may be found here:

March 3, 2017 – 9:00 am to 12:30 pm

Mama’s Kitchen
3960 Home Avenue
San Diego, CA 92105

To register you and/or your staff, please go to the following link:

Lobbying and Advocacy for Nonprofits – Legal and Practical Strategies for Advancing our Work

Many nonprofits are confused about the difference between lobbying and advocacy and often mistakenly believe that active lobbying will jeopardize their tax-exempt status. Some question what realistically can be accomplished through advocacy and lobbying or doubt they will be successful in convincing their board members to take action. As a national discussion and re-evaluation of the Johnson Rule is currently front and center, the need for nonprofit leaders to understand the law, and the implications of change, is critical.

Pat Libby, author of the Lobbying Strategy Handbook (Sage 2012), will walk us through compelling reasons to engage in lobbying, clearly explain the legal rules governing nonprofit lobbying, and describe a 10-step framework that nonprofits can use to actively and successfully engage in lobbying.


Pat Libby is a popular speaker, writer and consultant who views the work of nonprofit organizations through the kaleidoscope of her experiences as a long-time CEO, board member, academic and consultant to innumerable organizations. Her 22-year consulting practice involves working with organizations to transition and recruit executives, think and plan strategically, re-engineer governance and operating structures and find practical solutions to complex problems. Pat is author of two books: The Lobbying Strategy Handbook, (Sage 2012) and Cases in Nonprofit Management (Sage 2017). You can find Pat at

April 26, 2017 – 9:00 am to 12:00 pm
Jewish Family Service
8804 Balboa Ave, San Diego, CA 92123

Please check back in March for details to register.

The Fieldstone Foundation