Join AFP Southern Arizona Chapter for our 2026 Educational Series!

September Education Breakfast

September 11, 2026
8 – 9:30 AM
8 AM Breakfast & Registration
8:30-9:30 AM Program

NOTE:  DIFFERENT LOCATION for this MEETING

Sands Club at University of Arizona
565 N. Cherry Ave
Tucson, Az 

Topic: Stop Winging It: A Smarter Framework for Portfolio Management and Donor Stewardship

Presented by Phoebe Chalk, Chalk Consulting

Most of us got into this work because we care about the mission, not because we love managing spreadsheets or tracking touchpoints. But here’s the truth: without a clear portfolio strategy and a real stewardship plan, even your best donors could quietly walk out the door. In this session, Dr. Chalk-Wadsworth will introduce two practical frameworks, a Prospect Framework for understanding exactly where your donors and prospects sit (and when to ask), and a tiered Stewardship Matrix that takes the guesswork out of who gets what touch and when. Whether you’re just building your first portfolio or you’ve been doing this for 20 years, you’ll leave with tools you can use on Monday morning.

About the Speaker
Dr. Phoebe Chalk-Wadsworth is the President and CEO of Chalk Consulting, a boutique firm she launched in 2022 to help nonprofits, schools, and athletic organizations strengthen fundraising strategy and drive transformational growth. In nearly five years, she has partnered with more than 13 organizations across arts, education, faith-based, and athletic sectors, providing expertise in capital campaigns, major gifts, feasibility studies, and board engagement.

With more than 35 years of experience in higher education and nonprofit leadership, Dr. Chalk-Wadsworth is known for her strategic insight, relationship-driven approach, and ability to build sustainable fundraising systems that align leadership and inspire donor investment.

Prior to founding Chalk Consulting, she spent 31 years at the University of Arizona, where she raised more than $29 million and participated in five comprehensive capital campaigns.

A Tucson native, she holds a doctorate in educational leadership from the University of Arizona and remains deeply engaged in the local community.

Download list of 2026 Meeting Topics/Dates