Philan Topics Board of Directors

PhilanTopics
December 2014
this issue
December meeting P.1
Board of Directors
PRESIDENT
Kimberly Weeks, CFRE 309-242-3960
kimberlyweeks227@gmail.com
Ethical Standards and Reservation Form P. 2
Proposed Board Slate P.3
Job Ad P.4
PRESIDENT-ELECT
Robin Ballard 309-694-8511
PAST PRESIDENT/GOVERNANCE
Kristen Berchtold, CFRE 309-689-3608
TREASURER
Jamie Messmore 309-681-1100
ASSISTANT TREASURER
Jonathan Meester 309-566-5665
SECRETARY
Rachel Sprenkle 309-669-9640
MEMBERSHIP SERVICES
Beth Reusch 309-637-2787
PUBLIC RELATIONS
Jeff Scheirer 309-434-2816
PROFESSIONAL ADVANCEMENT
Robin Ballard 309-694-8511
EXTERNAL AFFAIRS
Emily Prouty 309-687-7299
CHAPTER COMMUNICATIONS
Danielle Easton 309-674-0105
EVERY MEMBER CAMPAIGN
Debbie Ryva 309-676-2400
DIVERSITY CHAIR
Shelly Smith, CFRE 309-677-3091
DIRECTORS
Rich Draeger, CFRE 309-655-1348
Susan Monroe 815-224-0253
Jennifer Davis 309-495-0525
Stephanie Holmes 309-694-8420
NEWSLETTER QUESTIONS?
Danielle Easton 309-674-0105
MEETING RESERVATIONS?
info@afpcentralillinois.org
ADDRESS/CONTACT CHANGES?
Danielle Easton 309-674-0105
Every Member Campaign Update P. 5
Planned Giving 101
On December 10th, Ketra Mytich, a veteran Peoria attorney focused on estate planning and
charitable giving, presents “Planned Giving 101”. Ms. Mytich will discuss how non-profits that are
new to planned giving can approach it. How do you start the conversation? What basics should
development professionals know to sound informed? Are there any recent legal or tax changes
non-profits should be aware of? How can development staff get on the radar screen of attorneys
who specialize in estate planning? These are some of the questions we will explore.
Ms. Mytich is a contributing author of three estate-planning books: Generations, An In-Depth
Guide To Estate Planning; Ways and Means, A Text On Retirement Planning and Your Life; and
Your Legacy, Mytich has also written articles for the State Bar Association financial and local
publications and has done editing for Bloomberg Press. Ms. Mytich is a frequent speaker at local
colleges, universities and public forums.
She is a member of the Illinois State Bar Association, Peoria County Bar Association, Central
Illinois Estate Planning Counsel; a member of the National Network of Estate Planning Attorneys
(NNEPA), a national organization committed to a philosophy of trust centered planning; a
member of the Illinois/Wisconsin Forum of the NNEPA; and a co-founding fellow of EPICOR
(Estate Planning Institute of Collaborative Resources), a wealth strategies collaborative; currently
it's chancellor and the National Academy of Elder Law Attorneys, Inc.
Ms. Mytich has been awarded the 25 Women in Leadership Award, The Women In
Management's Women of Achievement-Professional for 2004 and was recognized by Bradley
University & WMBD as the first recipient of the Leadership Award For The Business Community.
She also believes in giving back to her community. She has been active in the American Cancer
Society, Peoria City Beautiful, YWCA, WTVP Channel 47 Public Television, the National
Association of Women Business Owners, the Public Building Commission of Peoria and the
Planned Giving Advisory Committee of the American Heart Association.
Our December 10th meeting will be held at Lutheran Hillside Village, located at 6901 N.
Galena Road (one mile south of Detweiller Park). The cost is $15 for AFP members and
$25 for guests. Registration and lunch begin at 11:30 a.m. with the program starting at noon and
concluding at 1:00 p.m. Parking is located in front of the Lutheran Hillside Village Community
Center.
Directions from Bloomington: Take I-74 west towards Peoria. Upon crossing the Illinois
River, take exit 93 and turn right onto Adams Street/IL-39 North. Proceed approximately 6 miles,
then turn left onto the Lutheran Hillside Village campus. Veer to the right for parking. Enter the
building where you see the “community center” sign and the covered walkway.
AFP Guidelines to the Code of Ethical Principles and Standards
Each month, we will be highlighting one of the Code of Ethical Principles and Standards, as set forth by AFP. This month we are
focusing on: Standard No. 9
Members shall refrain from knowingly infringing the intellectual property rights of other parties at all times.
Members shall address and rectify any inadvertent infringement that may occur.
Guidelines
a. Members shall not engage in plagiarism and shall ensure that all materials which they prepare and/or present are original creations, or that the member has appropriate approval of the author/owner to use the material.
b. Members respect all copyrights.
c. Members shall provide appropriate remedy when inadvertent infringement of the intellectual property rights of others occurs,
where such IP rights can reasonably be asserted.
d. Members shall adhere to any timelines and/or limitations for usage of intellectual property granted by owner.
e. Members shall not claim ownership of intellectual property when they know that such property is owned by another individual
or entity.
Examples of Ethical Practices
1. Attributing discussion, analysis, presentations, illustrations, graphs, research, conclusions, and any other intellectual property
to the owner(s).
2. Requiring proof of copyright ownership, or appropriate permission for use, from the authors of written materials used for any
purpose.
3. Upon discovery of inadvertent infringement of intellectual property rights of others, immediately discontinuing use of the infringed property and taking appropriate steps to provide notice of the infringement and/or procure permission from owner for continued use.
Examples of Unethical Practices
1. Claiming written or other graphic material to be one’s own when the member knows that is not accurate.
2. Failing to do the due diligence to learn creator/owner of intellectual property before presenting and/or using and presenting
intelligence as own property.
3. Continued use of intellectual property after agreed-upon timeframe or purpose for usage.
Reservation Form
Wednesday, December 10th.
Registration at 11:30 am, Program at 12:00 pm
Name:
Organization:
Address:
City/State/Zip:
Phone:
E-Mail:
$15 per AFP member, $25 per guest Amount Enclosed $__________
To make your reservations for the December meeting, contact
Rachel Sprenkle at info@afpcentralillinois.org.
Please send this form with a check marked “December 2014” payable to:
AFP Central Illinois Chapter, Central Illinois AFP, P.O. Box 5323, Peoria, IL 61601.
RESERVATIONS ARE DUE BY DECEMBER 5TH.
Proposed 2015 AFP Central Illinois Chapter Board of Directors
It is our pleasure to present the slate of candidates for the 2015 AFP Central Illinois Chapter Board of Directors. If you are a
member in good standing, you are eligible to vote for the slate.
To cast your vote, please send an email to Kristen Berchtold at kristenberchtold@gmail.com with a "YES" or "NO" vote by Friday, November 28 to adopt the slate as presented below.
Thank you for your participation in this important governance process and also for being a part of AFP!
AFP- Central Illinois Chapter
Slate for 2015 Chapter Officers & Board (term expiration in parenthesis)
Chapter President, Robin Ballard (2016)
Vice President and CDO, Illinois Central College Educational Foundation / rballard@icc.edu
President-Elect, Danielle Easton (2016)
Development Director, Boy Scouts of America, W.D. Boyce Council / dneaston@gmail.com
Past President/Governance & Scholarship Chair, Kimberly Weeks, CFRE (2016)
Development Director, South Side Office of Concern / kimberlyweeks227@gmail.com
Secretary, Rachel Sprenkle (2015)
Director of Annual Giving, Wildlife Prairie Park / rachel.sprenkle@gmail.com
Treasurer, Jonathan Meester (2016)
Foundation Application Systems Analyst, OSF Healthcare Foundation / jonathan.meester@osfhealthcare.org
Assistant Treasurer, Kristy Rashid (2016)
Development Coordinator, Common Place / krashid1@sbcglobal.net
VP Membership Services, Beth Reusch (2015)
Executive Director, Peoria Art Guild / breus@peoriaartguild.org
VP Professional Advancement, Stephanie Holmes (2016)
Manager of Resource Development, Illinois Central College Educational Foundation / stephanie.holmes@icc.edu
VP Chapter Communications, Carla Payne (2016)
Director of Development, The Center for the Prevention of Abuse / cpayne@centerforpreventionofabuse.org
VP Public Relations, Jeff Scheirer (2015)
Development Director, Miller Park Zoological Society / jeff.mpzs@yahoo.com
Every Member Campaign Chair, Danielle Easton (2016)
Development Director, Boy Scouts of America, W.D. Boyce Council / dneaston@gmail.com
Diversity Chair, Toni Burningham (2016)
Associate Director of Development, Illinois State University, College of Business / tkburni@ilstu.edu
At Large Directors
Rich Draeger, CFRE (2015)
Assistant Development Director, The Salvation Army / rich_draeger@usc.salvationarmy.org
Jennifer Davis (2015)
Director of Development, WTVP / jennifer.davis@wtvp.org
Jamie Messmore (2016)
Development Director, Alzheimer's Association Central IL Chapter / jmessmore@alz.org
Michael Lane (2016)
Development Director, Snyder Village / mike@snydervillage.com
VACANCY ANNOUNCEMENT ~ Development and Marketing Director
To apply, please provide resume and cover letter to:
Keri Hattan, Interim Executive Director
Crittenton Centers, 442 W. John Gwynn Jr. Ave., Peoria, IL 61605
POSITION SUMMARY:
The Development and Marketing Director is responsible for the planning, coordination and execution of a comprehensive development and marketing program for the agency, as well as development and oversight of the agency special events and volunteers, with the exception of Board of Directors (BOD) Members. This position includes supervision of development staff. The
Development and Marketing Director is an active organizational leader who supports, promotes and exhibits the mission, goals
and values of Crittenton Centers.
PRIMARY RESPONSIBILITIES
Provides planning, coordination and execution of comprehensive Development Program
 Creates a development plan in collaboration with the Development and Marketing Committee
 Designs, implements and manages all fundraising activities including annual giving, endowment and capital campaigns, and
special projects.
 Manages all strategies and activities for donor cultivation, solicitation and stewardship.
 Identifies prospective individual and corporate donors, using BOD contacts, current donors and traditional research.
 Creates an annual report of funding activities, which is presented to stakeholders.
Develops a comprehensive planned giving program in collaboration with the CEO/President.
2. Provides planning, coordination and execution of comprehensive Marketing Program.
 Directs and implements a marketing plan that promotes the mission of Crittenton Centers, with the assistance of the CEO/
President and the BOD.
 Utilizes effectively multiple media/print resources to promote and educate the community about Crittenton Centers.
Conducts tours, speaking engagements and various public relations activities on behalf of the agency. May designate these duties to development staff or program staff as appropriate.
3. Directs special event activities.
 Develops and directs new and existing fundraising special events in collaboration with the CEO/President.
 Oversees the planning and coordination of all special events associated with the agency in collaboration with the events
committee.
 Recruits BOD members for event committees, with the assistance of the Development and Marketing Chair, development
and marketing staff, events committee, and/or CEO/President.
Oversees procurement of major sponsorships and major event underwriting.
4. Directs Volunteer Program.
Directs the volunteer program including recruitment, training, monitoring and recognizing volunteers through the supervision of
the Special Events & Volunteer Coordinator.
QUALIFICATIONS:
Education and Experience
 Minimum of a Bachelor’s degree from an accredited college or university in a field related to communications, public relations, marketing, fundraising, or business administration.
 At least five years of related work experience.
 Previous fundraising experience required (including major gifts experience).
 Marketing or public relations education or experience preferred.
 Experience with developing and implementing volunteer training programs preferred.
Skills and Attributes:
Possess exemplary skills in written, verbal and presentation communications.
Ability to be a positive, professional role model and serve as an effective ambassador within the community.
Ability to cultivate positive partnerships within community resources.
Ability to work evenings and weekends as required.
Ability to drive and hold a valid driver’s license.
Membership News
Beth Reusch
On behalf of the AFP
Board of Directors, I
would like to welcome
the following new
members who joined our
AFP chapter:
Terry Madsen, ICAHN
Catherine Dye
If you or someone you
know would like
information on becoming
an AFP member, please
contact me at
309-637-2787 or email at
breus@peoriaartguild.org
and I will be happy to
send information or talk
with you about it.
Every Member Campaign
The Every Member Campaign (EMC) is one of the easiest ways for us to join
together and further support the best-in-class fundraising professionals in central Illinois!! Please help us reach 100% participation this year by giving to the
EMC! Your gift helps our chapter bring top notch presenters to central Illinois to
advance our knowledge and network with other fundraising professionals. This
money helps our chapter support YOU in all your fundraising endeavors.
For those of you who have not given, please considering doing so. Help us
reach our goal! You can even make a gift now – visit http://www.afpnet.org!
We are currently $485 from our goal of $1,740. Please consider giving today!
THANK YOU to our 2014 donors, as of 11/10/2014!!
Robin Ballard
Kristen Berchtold
Toni K. Burningham
Megan Byard
Jennifer Davis
Richard A. Draeger
Danielle Easton
Melinda Figge
Scott Ford
April Gould
Heather Hartman
Stephanie Leigh Holmes
Joy D. Hutchcraft
Micki MCarthy
Jonathan Meester
Jamie Messmore
Susan Monroe
Sharon Morton
Meg Newell
Pamela Perrilles
Norris Eneil Portor
Beth Reusch
Mark Roberts
Debbie Ryva
Jeff Scheirer
Shelly Smith
Rachel Sprenkle
Lisa Stuckey
John B. Wahlfeld