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Roundtable Discussion: Are You My Major Donor?

  • Gatepath, Community Room 350 Twin Dolphin Drive, Ste 123 Redwood City, CA, 94065 United States (map)

Roundtable Discussion: Are You My Major Donor?

Join us for a lunchtime discussion with Chelsey Souza of Essex & Drake and Lita Reyes of Reyes Philanthropic Solutions on how to prepare for that big gift and the major donor mindset. Come and bring your questions to this interactive discussion.

Limited space available.

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Speakers

Chelsey Souza

As President of Essex & Drake, Fundraising Counsel, Chelsey Souza is known for her philanthropic development expertise, enthusiasm for ethical fundraising, and keen ability for inspiring volunteers. She specializes in capital campaign feasibility/planning studies, individual major giving, and board engagement. Since entering the social sector in 2001, Chelsey has worked as a staff member, volunteer, and consultant at robust organizations such as Second Harvest Food Bank of San Mateo and Santa Clara Counties, Silicon Valley Community Foundation, Californians for Justice, and Community Solutions. Chelsey holds a Bachelor of Arts in Italian Studies from California State University, Chico, and a Certificate of Italian Language and Literature from the University of Pisa. In 2002, she completed Fundraising School through the Center on Philanthropy at University of Indiana, and in 2008 received a Certified Fundraising Executive credential from CFRE International.

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Lita Reyes

Lita Reyes is the Principal of Reyes Philanthropic Solutions where she advises individuals and families on comprehensive philanthropic planning with a special emphasis on millennial engagement. She has extensive experience working in charitable organizations, including private foundations and public charities, where she collaborates with ultra-high net worth philanthropists ranging from many millions to over a billion. She also works with the National Endowment for the Arts.

In her consulting practice, Lita advises clients on philanthropic identity, charitable giving plans, grants evaluation and disbursements, nonprofit program analysis, strategic thinking, and mission-driven partner engagement.

 

About SIAG

The Social Impact Advisory Group (SIAG) is a consortium of like-minded Bay Area leaders and advisors who endeavor to better understand the local Social Impact sector to allow it to grow and thrive. The Silicon Valley chapter of SIAG has partnered with Thrive to offer bi-monthly lunchtime discussions on a variety of timely topics that are particularly focused on nonprofit and business collaboration.


A special Thank You to Our Sponsor

A special Thank You to the Host

Registration Fees

Thrive Members: Free
General Public: $15.00