Chapter Management 201 The next step…

Chapter Management 201
The next step…
Purpose of Chapter
Management 201
Give seasoned chapter leaders the opportunity to share best practices with
each other and engage in strategic conversations to help improve their
chapter and leadership.
Welcome and Introductions
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Name
Chapter
Position
Why you’re here?
Why are we here?
• Session Goals
• Session Materials
• Staff Introductions
Chapter Management
Resource Guide
The AFP Chapter Management Resource Guide collects
everything a chapter leader or administrator may need to
access in order to successfully operate a chapter.
http://www.afpnet.org/ChapterGuide
Membership
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Orientation Calls/ Strategic Conversations
Coupons
New member Survey
Joint Chapter Mailing
Printq
Chapter Membership Reports
Membership Chair Section on Resource Guide
Membership Categories
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Professional
Young Professional
Retired
Associate
Collegiate
Global
Small Nonprofit Organizational
Large Nonprofit Organizational
Business
Strategic Alliance
Discussion
How does your chapter
market membership to the
different categories?
Discussion
How do you engage Young Professional
Members? Do you have any education
programs specifically geared towards them?
Chapter Exchange
Program
• Lead Chapter
• Participant Chapter
• Positive Experiences?
www.afpnet.org/ChapterExchangeProgram
Professional Advancement
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Shared Revenue Opportunities
AFP IHQ Offerings
Professional Advancement Section on
Resource Guide
Discussion
What innovative education
programs are you holding in
your chapter? How do you
determine your yearly
education program schedule
Accord Process
• Officers due December 15, 2015
• Rest of Accord due January 15, 2016
• Orientation Call: November 5th 2:00 PM EST
AFP Foundations for Philanthropy
The AFP Foundations for Philanthropy enhance philanthropy and
volunteerism through programs of education, research, and service that
benefit those who lead, serve and support nonprofit institutions.
AFP Foundation for Philanthropy - Canada
• Create Sector Advocates Through Education
– Three Webinars/Webcasts in 2015
• Build Philanthropic Leaders Through Scholarships
– National Scholarship Program
• Strengthen the Sector Through Career Mentoring
– Mentoring Grants Available
• Foster Understanding Through Research
– What Canadian Donors Want
• Diversity and Inclusion
– Ontario Fellowship Program
– National Strategic Plan on D&I for Canada
AFP Foundation for Philanthropy - Mexico
• AFP Asociacion Civil (A.C.) formed
• Education
– Hemispheric Congress
– Indesol partnership
• Scholarships
• Research
• Translation
AFP Foundation for Philanthropy
Diversity & Inclusion
 National Expansion of New Faces of Fundraising
Next Generation of Fundraisers
 Collegiate Chapter Leaders Conference: June 2-4, 2016
Public Policy
 Center for Fundraising Public Policy
Scholarships
 Exploration of how Chapters can earn a higher BE the CAUSE
distribution to offset conferences, professional development, etc.
100% Board Participation for Annual Fund Campaigns
2015: 113 chapters
 Canada: 15 (75% of 20 chapters)
 U.S.: 98 (57% of 171 chapters)
27%
Increase
2014: 89 chapters
AFP Foundation for Philanthropy-Canada
2015 Annual Fund: Every Member Campaign
As of September 30, 2015:
 $113,627 from 660 donors
 $8,456 (7%) from Stratcom calling program
 $9,433 (8%) from online giving donated by AKA New Media
 57% of current donations through Alpha Society
 87% of $125,550 goal
2014 EMC Stats:
 Total raised $135,455
 Overall participation rate 23%
AFP Foundation for Philanthropy
2015 Annual Fund: BE the CAUSE Campaign
Gifts and pledges as of September 30, 2015:
 $451,474 from 4,196 donors
 $120,833 (27%) from Ruffalo Noel Levitz calling program
 90% of $500,000 goal
Compared to September 30, 2014:
 $409,352 from 3,842 donors
 $103,637 (30%) from RuffaloCODY calling program
 88% of $465,750 goal
Online Resources
For Members
www.afpfoundation.org/bethecause
Why Give, Success Stories, Donor Quotes,
I Give Because & Campaign Data
For Chapters
www.afpfoundation.org/toolkit
Campaign Materials, Sample Chapter Materials
& Chapter Resources
Chapter IMPACT Campaign
For U.S. & Canada Chapters
 Gifts & Pledges as of October 15, 2015
 $36,898 from 62 chapters
 Chapter-directed giving
 Choose among three options:
• Capacity Building (56%)
• Diversity Communities Scholarships Program (35%)
• Professional Education & Leadership Development (56%)
Contacts for AFP Foundations for Philanthropy
United States
Canada
Mexico
John D. Winnett
Executive Vice President
(703) 519-8480
jwinnett@afpnet.org
Lori Gusdorf
Executive Director
(703) 519-8449
lgusdorf@afpnet.org
Mariana Vazquez del Mercado
Manager, Mexico
52 (5536) 261-592
MVazquezdelMercado@afpnet.org
Diane LaVigna, CFRE
Vice President of Development
(703) 519-8446
dlavigna@afpnet.org
Cynthia Quigley
Director, Canadian Services
(416) 941-9212 , ext. 222
cquigley@afptoronto.org
Lori Gusdorf
VP Membership & Chapter Services
(703) 519-8449
lgusdorf@afpnet.org
Melissa Gusdorf
Development Associate
703-519-8470
mgusdorf@afpnet.org
Sponsorship
1) Chapter Partners
2) Education Program Sponsors
3) National Philanthropy Day Sponsors
4) Other Opportunities
Stewardship
1) Innovative ways to thank your donors
2) Chapter partner stewardship
3) NPD Sponsor Stewardship
Discussion
How do you turn competition into
collaboration?
How do you recruit members
through partnerships?
Strategic Planning
• New Resource: Strategic Planning Toolkit
Strategic Planning Toolkit
Discussion
How do you monitor the incremental success
of your strategic plan?
Immediate PastPresident Role
– Lead New BOD member orientation
– Give guidance and support
– Get involved on an AFP International Committee
– Nominating Committee
–(Committee on Directorship)
• Procedures
• Returning BOD Members
• New BOD Members
Succession Planning
How many chapters have a succession plan?
How does the Chapter President engage the
President-elect to help they are preparing for
presidency?
Board Orientation Toolkit
• Board Orientation Toolkit
Yearly Board Member Orientation
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Does your chapter hold it every year?
What are the benefits?
What materials do you provide?
What is the session format?
IHQ Communication
• Monthly Chapter Presidents’ e-newsletter
– Communications Summary
• Chapter Services Directors
• Orientation Calls
• Strategic Conversations
Discussion
1) How do you manage the
communications you receive from
IHQ?
2) How do you recognize the difference
between IHQ and Chapter
communications?
3) What ideas do you have for us?
Chapter Website Program
AFP encourages all chapters to have a
web presence to advance our mission,
goals and branding.
How does your chapter use it’s
website to communicate to
members?
Is it useful?
How We Help You
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9)
Updated Chapter Management Resource Guide
Chapter Reports--online
Communications from IHQ
Orientations & Strategic Conversations
Chapter Services Visits
Sample Policies & Tips
Chapter Exchange Program
Chapter Website Program
Chapter Awards Programs
Session Evaluation &
Follow-Up
• What was your “WOW!” moment?
• Brief email survey
THANK YOU FOR ALL YOU
DO FOR AFP!!