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19th Annual Summit on Philanthropy

Friday, September 26, 2025

8:30 AM - 4:30 PM


(Doors open at 8:30 AM, Program Begins at 9:00 AM)

Berger Hall

(on the University of Colorado Colorado Springs campus)

1420 Austin Bluffs Parkway

Colorado Springs, CO 80918

Click here to register!

Join us for a day filled with:

  • Expert speakers and panelists discussing a variety of topics on philanthropy, fundraising, and more;
  • Networking opportunities with your fellow fundraisers;
  • An evening Award Reception honoring Southern Colorado's Outstanding Fundraising Professionals and Philanthropic Companies;
  • A drawing for 5 door prizes and 1 FREE AFP SOCO Membership!


KEyNote Speakers 


Keynote Presentation 

Connections that Count: Turning Gratitude into Generosity

with Haley Chapin

In today’s uncertain philanthropic landscape, relationships are more than a “nice to have” — they’re the foundation for sustainable impact. In this engaging keynote, Haley Chapin, Executive Director of Tri-Lakes Cares, will share practical, low-cost ways to show appreciation that deepen donor trust, strengthen organizational culture, and inspire lasting generosity. You’ll also explore the common pitfalls of neglecting relationship-building and the risks of not investing the time it takes to develop deeper connections. Through real-world examples and candid insights, you’ll learn how to avoid these missteps, navigate shifting funding climates, and turn everyday moments of gratitude into meaningful, long-term support for your mission


About Haley

has served as the Executive Director since March 2010. Her personal mission statement shapes her approach to her role at TLC: It is the ultimate self-fulfillment to combine passion and contribution, leaving a lasting impression on society. She works toward TLC’s greater success through active engagement with the community, growing programs, and improving organizational structure to allow staff and volunteers to deliver services in a more effective way.

Under Haley’s leadership, TLC has achieved Nonprofit of the Year twice (2010 & 2012) in the Tri-Lakes region. Haley has been employed in the non-profit sector since 2007, developing a strong sense of dedication to helping those in need. Her efforts have been recognized by Colorado Springs Business Journal, awarding her the prestigious Rising Star award in 2016. She has also been nominated for the regional Athena Award, which honors women leaders. Among the many avenues that she invests in the community, Haley serves as the Treasurer of the Colorado Community Action Association, board member and previous board chair, for FEMA allocations board for El Paso and Teller counties, and a volunteer for Junior Achievement.

Haley’s passion for horseback riding led her to become a certified instructor through the Professional Association for Therapeutic Horsemanship and the Certified Horsemanship Association, equipping her to teach able-bodied and riders with special needs. She and her husband Seth enjoy camping, fishing, travel, and time with family and friends



Keynote Presentation

The Five Dimensions of Wellbeing: Thriving in Advancement 

with Christy Cates,
Associate Vice Chancellor, Advancement OperationsUniversity of Denver

Wellbeing isn’t just about being happy, wealthy, or hitting the gym—it’s a dynamic blend of purpose, connection, security, health, and impact. In this session designed for fundraising professionals, we’ll take a thoughtful look at the five interconnected dimensions that shape how we show up in our work and lives: purpose in daily work, quality of relationships, financial security, physical health, and community contribution.

While many of us excel in one or two areas, flourishing across all five is a rare feat. This session will explore why that balance matters and how we can move toward it—without adding more to our to-do lists. Through stories, insights, and a few lighthearted moments, you’ll walk away with fresh perspectives and practical ideas to help foster a culture of wellbeing in your team and organization. Better days, stronger relationships, and more meaningful contributions await.

About Christy

Christy Cates is the Associate Vice Chancellor for Advancement Operations at the University of Denver (DU). Christy is responsible for the strategic management of DU’s Advancement Operations team which includes Community Experiences, Prospect Development, Business Intelligence and Analytics, Gift Administration and Records Management, Business Services, Talent Management, and organizational planning. In this role, she drives the overall efficiency, effectiveness, and quality of the advancement enterprise by enhancing the coherence and integration of core advancement functions, administering resources strategically and creatively, leading all planning activities, and cultivating a world-class team of talented advancement professionals.

Prior to joining DU, Christy served the California Institute of Technology (Caltech) as Executive Director of Advancement Services and UC Irvine as the Senior Executive Director of University Advancement Human Resources. Before entering the world of higher education advancement, Christy held human resources leadership positions with In-N-Out Burgers and Pick Up Stix, Inc., both privately held, multi-site corporations that employed between 800-4,000 employees. She earned a degree in political science from San Diego State University and is an active member of CASE and SHRM.

Breakout Sessions


Breakout Session 1

how to find, prepare for, and write successful grants

with Laura Severn

Writing an effective grant begins long before you hit the keyboard and start typing. You must do your due diligence to determine whether the specific grant is right for your organization, why you’re making this request, the amount of funding to request, how that funding will be used and the impact you expect the grant will have. You also want to make sure you’ll be able to meet any reporting requirements if funded – and you have a system in place to capture that report deadline. Laura Severn from L Professional Writing, a professional grant writing agency in Colorado Springs, will share tips, do’s and don’ts, and what they have found works well for writing and securing grants. In addition, Laura will address the growing use of AI and the current grant funding landscape in light of federal changes. Bring your questions for a Q and A discussion at the end.

About Laura

Laura Severn is the Grant Strategy Team Manager for L Professional Writing, a professional grant writing agency in Colorado Springs. With an MA in Counseling/Student Affairs in Higher Education from the University of Colorado Colorado Springs (UCCS), over 25 years of experience working and volunteering with nonprofit organizations, and over 15 years of writing, editing and project mangement work, Laura loves bringing these backgrouds together to lead grant writing and grant strategy management for nonprofit organizations.


 

 

Breakout Session 2

Sharpen your appeal

with Amanda Wilson, CFRE & Tiyana Hardney Vela

This 1-hour workshop will equip you with the tools and insights to improve your fundraising appeals. With a combined 18 years in nonprofit work, presenters Tiyana Hardney Vela and Amanda Wilson will demonstrate the core components of a compelling appeal and help you audit your work for improved response and engagement.

The first 15 minutes will explore the importance of knowing your audience, crafting a powerful narrative through the story of one beneficiary, and ensuring your message is clear, specific, and compelling. The remaining 45 minutes will be dedicated to hands-on learning, where you'll discover how to audit your own fundraising appeals using a series of proven tests. We'll provide valuable resources and actionable takeaways to help you implement these strategies within your organization immediately.

Bring an appeal letter or email you want to audit and sharpen. Samples will be provided to practice on if you do not bring one of your own. Attendees are encouraged to also bring examples of stewardship pieces they use within their organization – we’ll have a collateral sharing station for everyone to peruse!

    About the Presenters

    Amanda Wilson, Director of Development, Humane Society of the Pikes Peak Region

    Inspired to create a more compassionate world, Amanda has dedicated her career to advancing animal welfare. She joined Humane Society of the Pikes Peak Region in 2014, holding various roles before discovering her passion for philanthropy. She led the annual giving program for over six years, executing impactful campaigns, generating essential funds, and building strong relationships with donors, and is now serving as the Director of Development.

    A Certified Fundraising Executive (CFRE) and holder of a Bachelor of Business Administration in Management, Amanda also brings her expertise to the broader nonprofit community as Secretary and Education & Membership Committee Chair for the AFP Southern Colorado Chapter. Originally from Georgia, Amanda has made Colorado home for over a decade with her husband, Tyler, and their HSPPR adopted cat, Penny, a three-year-old torbie with plenty of personality.



    Tiyana Hardney Vela, Alumni & Donor Engagement Director

    Tiyana’s passion for writing led her to pursue a degree in Journalism from Colorado State University. She graduated with a bachelor's in Journalism and Technical Communication and a minor in Ethnic Studies. She also holds a master's degree in Organizational and Professional Communications with a concentration in Public Relations and Marketing from the University of Denver.

    Tiyana brings over 13 years of experience working within communications and a community relations department. Her knowledge extends from writing newsletter articles, designing collateral, social media content, crafting compelling impact stories, fundraising appeals, video interviewing, community outreach, and engagement. Today, she serves as the Alumni and Donor Engagement Director at the University of Colorado Colorado Springs where she oversees alumni relations, donor relations, and donor communications. Tiyana believes strongly in creating meaningful human connections. And through the various initiatives of the engagement team, those connections happen with students, alumni, and donors of the university. 



    Breakout Session 3

    Career Planning with Intention: You Deserve a “Development” Plan, Too

    with Lizz Helmsen, MAT, CFRE – Managing Director, CARTER

    Do you have a development plan for your organization? (Hopefully, the answer is yes!) How about a development plan for your career?

    Just as we intentionally build a plan around the core components of a development program, we can, and should, be equally thoughtful about charting our own career path. Join Lizz Helmsen to explore why soft skills are superpowers and how uncovering your own personal values is the key to professional growth.

    Before the session, participants are encouraged to think about an experience they’ve had, at their current job or at some point in their careers, that made them feel the proudest they’ve ever felt about being a part of that organization. What was the situation? What was important about it? How was it connected to the mission?


    About Lizz

    Lizz Helmsen, Managing Director, CARTER

    Lizz Helmsen, MAT, CFRE combines more than 25 years of fundraising and nonprofit management experience with a background in the arts, education, and community service. She is known as a creative and energetic professional with a proven ability to build relationships with, and create connections among, multiple constituencies.

    Lizz is a Certified Fund Raising Executive (CFRE) and holds a certificate in governance consulting from BoardSource. She provides expertise in the areas of campaign counsel, major gifts, development planning, governance practices, board development, organizational culture, annual giving, and strategic communications. She is also a frequent speaker for groups such as the Association of Fundraising Professionals, the Bayer Center for Nonprofit Management at Robert Morris University, and the Colorado Planned Giving Roundtable.

    Lizz currently serves as the President-Elect of the Association of Fundraising Professionals Colorado Chapter’s Board of Directors and as a member of the Girls on the Run of the Rockies’ Board of Directors. A Denver native, Lizz and her husband, Eric, moved back to the Mile High City in 2022. They have one son who recently graduated from the University of Colorado in Boulder, one son at the Colorado School of Mines, and one crazy dog named Odin.

    A Certified Fundraising Executive (CFRE) and holder of a Bachelor of Business Administration in Management, Amanda also brings her expertise to the broader nonprofit community as Secretary and Education & Membership Committee Chair for the AFP Southern Colorado Chapter. Originally from Georgia, Amanda has made Colorado home for over a decade with her husband, Tyler, and their HSPPR adopted cat, Penny, a three-year-old torbie with plenty of personality.



    Breakout Session 4

    Upholding Equity: Advancing DEI in Challenging Times

    a panel with IDEA experts

    As national discourse and policy shifts increasingly challenge diversity, equity, and inclusion efforts, how can philanthropic leaders stay committed to justice and belonging? This breakout session invites a candid conversation among changemakers who continue to champion DEI values despite resistance. Panelists will share strategies, stories of resilience, and practical ways to foster inclusive philanthropy—even when the climate feels hostile. Join us to explore how small acts of courage and collective action can still move the needle toward equity.


    Plenary Session

    Plenary Session

    Young Perspectives in Philanthropy: A Panel of Young Donors

    a Panel Discussion with Young Donors

    In this engaging and insightful panel, hear directly from a group of young donors who are shaping the future of philanthropy through their generosity and values-driven giving. These emerging philanthropists will share what motivates them to give, how they choose the causes they support, and the kind of impact they hope to make. As donor demographics shift and younger generations take the lead, this session offers a unique opportunity to understand how fundraisers can build authentic relationships with next-gen supporters and foster a culture of giving that is inclusive, innovative, and mission-aligned.


    Katie Ogden Alex Beasley

    About the Presenters

    Katie Ogden, Account Manager

    As an Account Manager for a local IT firm in Colorado Springs and a proud CSU Pueblo alum, I’m a striving professional and emerging leader with a strong foundation in customer service, leadership, and relationship-building. Bilingual and community-driven, I connect easily across cultures and industries. I serve as co-chair of the Young Professionals Committee with the Southern Colorado Women’s Chamber of Commerce and mentor KPWE scholars at UCCS, supporting the next generation of leaders. My passion lies in fostering growth, connection, and inclusion—both in business and in the community.



    Alex Beasley, Student

    Alex Beasley is a student leader, athlete, and community volunteer dedicated to excellence in academics, service, and character. He has been recognized as March Student of the Month by the African American Youth Leadership organization, honored as Ranger of the Year for leadership and commitment to his community, and invited to serve as a keynote speaker at the Bella Terra Farms Annual Gala. He also took part in the Black Issues Forum at Colorado State University, presenting research on Black leadership. At school, Alex served as President of Real Alternatives to Drugs and Drinking (RAD), leading prevention initiatives and organizing events, and was active in Sources of Strength, promoting mental health and suicide prevention. He was also chosen for the National Sources of Strength Peer Leader Advisory Council and has served on the Assistant Principal Selection Committee. Alex’s commitment to giving back is evident in his volunteer work. At Bella Terra Farms, he provides animal care, supports clients with special needs, and helps train new volunteers. He has also worked with the Special Olympics, and the Remount Foundation supporting military families through equine and art therapy. Additionally, he assists with auction operations at Schur Success, gaining valuable professional experience. A captain and award-winning defensive lineman for Lewis Palmer High School’s football team (24/25), Alex earned multiple All-Conference and Academic All-State honors and was featured as a Classroom Champion by KKTV News in 2024. Through academics, athletics, and service, Alex strives to lead with integrity and make a positive impact on his community.

    SPONSORS MAKE IT HAPPEN!

    Without our generous sponsors, the Annual Summit on Philanthropy would not be affordable to the vast majority of the southern Colorado community. This day of philanthropy provides invaluable services to help fundraisers do their jobs better and celebrates philanthropy in southern Colorado. By supporting this conference, all of our sponsors enable the philanthropic community to attend for a reasonable cost.

    Gold Sponsors



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    Bronze Sponsors



    Exhibitor & Other Sponsors





    Become a Sponsor for the
    2025 Summit on Philanthropy!

    Looking to sponsor, but don't see a sponsorship package that fits? Reach out to president@afpsoco.org to find something that works for you!

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