Education Under Sail Forum: Funding- An Honest and Open Discussion with Funders
Patti Roscoe, Balboa Park Centennial 2015
Judy Forrester, Bank of America
Adrienne Vargas, San Diego Foundation
This session will give participants the chance to ask prospective or current funders the questions they have always wanted to know the answers to but have been too afraid to ask! We will have decision makers from a corporate sponsorship department, a grant-making foundation and an individual who is a major donor/active philanthropist sitting on a panel ready and willing to discuss what makes them excited to give you their money in the first place and what makes them continue to support you over time.
Patti Roscoe founded PRA Destination Management Company in 1981. In the mid-nineties, she franchised her five Southern California offices and by 2007 had expanded the operation to seventeen locations. At the end of that year, she sold her company to a European organization.
Ms. Roscoe is a very active volunteer and believes one of the tenets of leadership is a responsibility to give back to one’s community. She currently sits on the Board of Trustees of San Diego Zoo Global, and is an officer on the Balboa Park 2015 Centennial Board of Directors. She is an active volunteer with Girl Scouts San Diego, has been named as one of its Cool Women and, with partner, Jim Tiffany, was recognized as their 2013 Promise Circle Honorees. She and Jim were also recognized by St. Paul’s Senior Homes and Services as their 2012 LUV Gala honorees.
Patti is a Junior Achievement San Diego Hall of Fame Laureate and is co-chairing its 2014 FinancePark capital campaign. She and Jim also endowed the Roscoe/Tiffany Bridge in JA’s BizTown.
Patti is a Board member of San Diego State University’s Campanile Foundation and chairs the Board of Advisors of SDSU’s L. Robert Payne School of Hospitality and Tourism Management, of which she was a co-founder. She created The Institute of Meetings and Events and endowed a professorship to help launch its inception. She also provides scholarships for musical theatre students in the MFA program at SDSU and chairs its Sounding Board. In February of 2012, the University recognized her with its prestigious President’s Medal for her commitment to SDSU.
Patti is a member of the San Diego Police Council, a past president of the San Diego Rotary Club, and past chair of the San Diego Convention & Visitors Bureau. She is also a Plank Owner of the USS Midway and sits on its Foundation.
Judy Forrester has been a fixture in the San Diego business and nonprofit community for more than a decade. She currently serves as Bank of America’s senior vice president and market manager of global marketing and corporate affairs for San Diego/Imperial counties. Her responsibilities include executing the bank’s commitment to corporate social responsibility by leading the local partnership with the National Bank of America Charitable Foundation, a role that enables the bank to make San Diego a better place by strengthening local nonprofits throughout the region to provide vital community resources and assistance to San Diegans in need. Forrester is a member of Rotary Club 33 and is a member of the board of directors for various organizations including the Downtown Partnership, Economic Development Corporation Foundation and LEAD San Diego. Prior to joining Bank of America, Forrester served as president/CEO of LEAD San Diego, where she fostered programming aimed at advancing the quality of life in San Diego through educating a growing network of civic leaders. Under Forrester’s leadership, the organization underwent a dramatic restructuring that redesigned the business model and stabilized the financial structure to allow the organization to thrive and educate generations of leaders in the San Diego/Baja region for the next 25 years.
Adrienne is responsible for the oversight and coordination of programs and services to support the growth of The Foundation’s asset base. She works closely with charitably-minded individuals and estate planning professionals to establish endowments, legacy funds and planned gifts at The Foundation. Since joining The Foundation in 1997, Adrienne has worked in a variety of capacities, including VP of Fund Services, as well as in the areas of board and volunteer relations, human resources, grantmaking and marketing &communications. Prior to joining The Foundation, Adrienne worked for six years as a development officer for Grossmont Hospital Foundation. She also served as a staff assistant for the Harvard College Fund and as an eighth grade teacher at a parochial school in the Bronx. Adrienne graduated from FordhamUniversity in New York City with a bachelor’s degree in Political Science.