Transcript The Association of Fundraising Professionals (AFP)

CHAPTER LEADERSHIP
“Hot Topics”
November 2, 2009
CHAPTER LEADERSHIP
“Hot Topics”
November 2, 2009
“HOT TOPICS” LIST
•
•
•
•
AFP “De-mystefied”
Conferences
Diversity
Education
•
•
•
•
Finance
Marketing
NPD
Volunteers
AFP ”DE-MYSTIFIED”
• Why AFP service is so important
– Personal & professional growth
– Leadership opportunities
– Learning from other chapter leaders
– AFP keeps administrative costs low by
relying on volunteer leaders
AFP ”DE-MYSTIFIED”
• Getting involved at the international
level
– 450 chapter member volunteers
– 62 committees, task forces and workgroups
– Various lengths of service
– All who volunteer are welcomed
AFP “DE-MYSTIFIED”
• How does AFP work get done?
– Ideas/issues come from members,
chapters, or staff
– Ideas/issues are assigned to an existing or
newly created committee/task force for
recommendation or resolution
– Resolutions or new programs are brought
to the board for approval
CONFERENCES
• Everything a chapter needs for
planning a conference is on the
AFP website
– www.afpnet.org
– Chapters
– Resources for Committees Chairs –
Chapter Conferences
CONFERENCES
• AFP IHQ Meetings Department is
available to be a part of your
planning team
– Contract negotiations
– Setting up a program committee
– Scheduling
CONFERENCES
• Help with conference sponsors
– Available sponsor/exhibitor list – free
– Shared information on which sponsors to
target for conferences and NPDs
– Ideas for how to promote your sponsors
– Call/email: Lynn Smith, Vice President,
Conferences/Meeting Planning –
[email protected]
DIVERSITY
• Chapter Diversity Guide
– www.afpnet.org
– Chapters
– Resources for Committee Chairs –
Diversity
DIVERSITY
• Consider having your chapter
apply for the Friends of Diversity
designation
– Helps chapter’s implement diversity
efforts
– 5 required criteria and one optional
DIVERSITY
• Consider applying for the Charles
R. Stephens Excellence in
Diversity Award
– Show off your chapter’s diversity efforts
• Aloha Chapter nominated themselves and
won for their mentoring program
• Greater Philadelphia Chapter nominated
themselves for their “Color of Money”
conference this year
EDUCATION
• New Fundamentals of Fundraising
Course
– Updated merger of old First Course and the
Essentials of Fundraising
– Will launch at the 2010 Conference
– Flyer is available now
– Call/email: Nikki Cagle, Education and
Training Coordinator – [email protected]
EDUCATION
• 2010 Webinar schedule mostly set
– Great new lineup
– Available for sign-up now, multiple
packages available
– List available now
– Call/email: Nikki Cagle, Education and
Training Coordinator – [email protected]
EDUCATION
• Revised CFRE Course
– Has been produced by 20 chapters
– Rave reviews
– Flyer is available now
– Call/email: Nikki Cagle, Education and
Training Coordinator – [email protected]
FINANCE
• Chapter boards must understand
their fiduciary responsibility and
what that entails
– Financial oversight of budget and accounts
– Financial stability
• Appropriate revenue and expenditures
– Appropriate financial controls
– Tax filings
FINANCE
• There are financial reporting/
analysis tools a chapter board
can use
– Provides a comprehensive view of
financial condition
• Trends, ratios, variance
– Makes understanding finances easier
FINANCE
• The right person for Treasurer is
critical
– Has a good understanding of
appropriate policies
– Understands and implements internal
controls
– Able to explain financial reports and
implications of decisions to the board
MARKETING
• Think about your key messages
and concentrate on them
– Your messages touch everything you do
– They reach all of your audiences
– Your must be relevant and consistent
– You must deliver on what you say
MARKETING
• Don’t reinvent the wheel
– AFP website has many resources your
chapter can use for marketing
• Model Communication Plan
• 50th Anniversary and NPD Toolkits
• Sample Op-Ed pieces, articles to submit
– AFP website has many resources your
chapter can use for membership
• Sample Recruitment/Retention Plans for
chapters of all sizes
MARKETING
• Be proactive and creative when
asking the media to promote your
chapter
– Build relationships with specific reporters
– Go to the media with story ideas
– Have a designated and available
spokesperson for the chapter
NPD
• Make it fun and interesting
– Invite all past honorees and recognize them
– Add a champagne toast
– Have senior professionals create a “state of
philanthropy” report for the local area
– Host a pre-event honoree reception
– Hold an after-party for the volunteers
NPD
• Work with the economic climate
– Price tickets at “break-even” for non-profits
– Have a table price differential for members
and non-members
– Increase sponsorship efforts; have sponsor
for each award
– Have high impact/low cost benefits for
sponsors
– Evites for members, printed for others
NPD
• Start planning for 2010 now
– Use fundraising skills in NPD planning
– Combine NPD and 50th Anniversary logos
– Ask an AFP leader to speak at your event
– Make outreach efforts to schools & youthserving organizations early to encourage
Youth in Philanthropy award nominations
– Consider an outstanding youth as a
speaker for NPD
VOLUNTEERS
• Put time into carefully recruiting
volunteers
– Take time to understand their:
• Motivation and what they want
• Interests, skills
• Availability
– Match them to the appropriate position
– Effort at the front end will help you retain
and recognize them effectively
VOLUNTEERS
• Re-assess your volunteer positions
and assignments on a regular basis
– Chapters needs change
– People’s skills and interests change
– Avoid burnout
• Have a variety of opportunities
• Make many of them short-term
• Cross-train to offer variety and ensure
succession
VOLUNTEERS
• Recognize your volunteers
– Make recognition meaningful to the individual
• Relate recognition to their reason for volunteering
– Ideas:
• Potluck dinner for board members with families or
friends
• Gift certificate to favorite store or restaurant
• Photo-collage showing service
• Business card-holder for “Volunteer of the Month”
Open Discussion
Contact Information
Joyce Mitchell-Antoine, CFRE
Planned Parenthood for Central North Carolina
[email protected]
Hazel Richards
Banner Health Foundation
[email protected]
Pat Bjorhovde
AFP
[email protected]
Thank you for all you
do for AFP!