Happy New Year, and welcome to the first Chapter Presidents Newsletter of 2014!

Transcription

1 January 2014 Happy New Year, and welcome to the first Chapter Presidents Newsletter of 2014! On behalf of our board, including our chair, Bob Carter, CFRE, and all of our staff, I want to thank you for serving as chapter president this year. It s a tremendous responsibility, but also an amazing opportunity, and I am appreciative of your commitment and work this year. We had an incredible 2013, hitting milestones in members and programs and working successfully to represent and advance fundraising and philanthropy in the public arena through lobbying, grassroots advocacy and media relations. And through the development and implementation of our new business, operations and strategic plans, together we have set the foundation for an even better I m excited to be a part of it with you. Chapters are the heart of our association and are responsible for so many great programs and networking. We could never be as effective as we are without the strong partnerships and collaborations between chapters and AFP International Headquarters. AFP International Headquarters exists to help you in your role as chapter leader to provide resources, guidance and inspiration and supplement everything you do at the chapter level. Part of that commitment is this newsletter, an important way we communicate with you our chapter leaders about key items and news that are happening at AFP and our foundations. I hope you ll keep in touch with us too. Bob, the rest of the board and I are always ready to listen to your thoughts and ideas. We look forward to seeing all of you at our chapter presidents council meeting in San Antonio at the International Conference on Fundraising in March of this year. In addition, Bob and I can always be contacted via about any issue related to AFP, fundraising and your chapter. Thank you for everything you do for the AFP community, and I look forward to working with you in Sincerely, Andrew Watt, FInstF President and CEO Association of Fundraising Professionals In this issue:

2 Welcome 1. An Introduction to your Monthly Chapter Presidents Newsletter 2. IHQ Chapter Services Team Contact Information Deadlines and Dates 3. Important Upcoming Chapter Dates and Deadlines Chapter Leadership Call Series Leadership Academy 5. Save the Date 2014 Leadership Academy International Conference 6. International Conference on Fundraising Advanced Registration Ends Jan. 17 Full Three-Day Registration Starting at $ Chapter Leaders Attending the 2014 AFP Conference, Save These Dates! 8. Community Group Program at the AFP Conference in San Antonio Nominations and Administration 9. Standardized Chapter Bylaws 10. Chapter Ten Star/Ten Star Gold Award 11. Friends of Diversity Designation 12. Foundation News: 2014 Every Member Campaign 13. Looking for Gifts for Your Speakers and Members? Educational Opportunities 14. AFP Faculty Training Academy Mar , Development and Finance Symposium 16. AFP International Advanced Diploma in Fundraising 17. AFP CFRE Review Course AFP Webinar Series AFP International Conference Recordings Monthly Chapter Communications Summary Chapter Presidents Q & A WELCOME 1. An Introduction to your Monthly Chapter Presidents Newsletter To those of you who are new to the Chapter Presidents Newsletter, we offer a warm welcome. To those of you who are already familiar with the newsletter, you will continue to find more of the important information it has always contained. This newsletter is sent on the 15th of each month (or the Monday after, if it falls on a weekend) and goes to chapter presidents, presidents-elect and chapter administrators. Because some chapters are still transitioning leadership, the January newsletter goes to both 2013 and 2014 leadership teams. If you have not yet submitted your chapter s 2014 chapter leadership form (due Dec. 16, 2013), please send that in as soon as possible so we know with whom to communicate this year. In each issue of the monthly newsletter you ll find deadlines, updates from international headquarters (IHQ) and important information to share with your board. While each item is tailored to you as presidents, presidents-elect and chapter administrators, please be sure to share any items of interest

3 with the appropriate vice president or committee chair. It is a good idea to save each issue as a reference during your leadership year. 2. IHQ Chapter Services Team Contact Information Please send all chapter services and administration questions to chapter.services@afpnet.org. Your IHQ chapter services team staffs this inbox, and a member of the team will respond. Of course, you may still contact individuals directly, but using this address will ensure your needs are met as soon as possible. In addition to the generic chapter services inbox, you always have your AFP chapter services team to connect with if you need assistance. Here is updated contact information for your AFP chapter services team: Lori Gusdorf, CAE (lgusdorf@afpnet.org) - Vice President of Membership and Ch Services and chapter services director for chapters in New York, Connecticut, Massachusetts, New Hampshire, Rhode Island, Canada, Egypt and Asia Taryn Gold (tgold@afpnet.org) - Director of Chapter Administration and chapter se director for chapters in Virginia, Maryland, Delaware, New Jersey and Washington Val Lay (vlay@afpnet.org) - Chapter Services Director for chapters in the Central U States, Florida and Georgia

4 Larry Hostetler, CFRE - Chapter Services Director for chapters in the Western United States, North Carolina, South Carolina and Pennsylvania Roselena Sandoval - Chapter Services Director for chapters in Mexico and the Caribbean Cynthia Quigley - Director of Canadian Services Heba Mahmoud - Chapter Services Specialist We look forward to working with you in 2014!

5 DEADLINES AND DATES 3. Important Upcoming Chapter Dates and Deadlines Jan Deadline Deadline to reach your chapter s 2013 Every Member Campaign goal Jan. 15 Deadline All 2014 Chapter Accord documents due at International Headquarters (IHQ) (received, not postmarked) Jan. 31 Deadline Deadline for chapters to apply for 2013 Ten Star Award Jan. 31 Deadline Deadline for chapters to apply for 2013 Friends of Diversity designation Be sure to check the entire list of important chapter dates and deadlines for 2014 so you don t miss anything! Chapter Leadership Call Series The 2013 call series was a great success, and we would like to send a big thank our presenters and participants! Did you miss a call this year? You can find all of the 2013 Leadership call presentations here on the AFP website. Please mark your calendars for the 2014 incoming chapter leader orientation calls. These calls will provide important information necessary for chapter leaders to run an efficient and successful chapter. We ll review IHQ resources, go over important deadlines and answer your questions. While participation in these calls is not required, they are extremely beneficial to you as a chapter leader as you kick off your 2014 term. These calls will be recorded and available for download shortly after the call if you are unable to attend at the given time. Chapter Presidenst/President-elects orientation call Feb. 11 at 2 p.m. ET Membership chairs orientation call Feb. 12 at 2 p.m. ET Chapter administrators orientation call Feb. 21 at 2 p.m. ET Foundation Development Chair call Feb. 25 at 2 p.m. ET LEADERSHIP ACADEMY 5. Save the Date 2014 Leadership Academy Start planning for the 2014 Leadership Academy! Date: Oct , 2014 Location: Rio Mar Beach Resort, Rio Grande, Puerto Rico Hotel Rate: $175/night

6 INTERNATIONAL CONFERENCE 6. International Conference on Fundraising Advanced Registration Ends Jan. 17 Full Three-Day Registration Starting at $750 Join us in San Antonio, March 23 25, 2014, and get ready for a real SHIFT in the way you think about your profession. This year s conference will SHIFT your way of thinking, show you new perspectives and refocus you on the best practices in fundraising. In San Antonio, we are SHIFT-ing around the way general sessions have looked before! There will be four general sessions, all in different formats - from individual speakers, to panels, to interactive theaters with newsworthy and notable presenters from within and outside our profession - all with a different perspective. The opening session will feature Steve Wozniak, Co-Founder of Apple Computer, Inc. and Chief Scientist, Fusion-IO and our closing session on Tuesday spotlights Social Media for Social Change, produced in partnership with Social Media for Nonprofits. Advanced registration ends Jan. 17, Visit for more information and REGISTER TODAY! See you in San Antonio! 7. Chapter Leaders Attending the 2014 AFP Conference, Save These Dates! Chapter leaders attending SHIFT, the 2014 AFP International Conference on Fundraising, March 23 25, 2014, in San Antonio, should plan to arrive on March 22 and stay until March 26 to attend important chapter meetings. Chapter meetings begin at 8 a.m. on Sunday (March 23) with the Chapter Presidents Council (CPC) meeting, which is immediately followed by like-size chapter meetings. These meetings are open to all chapter leaders and will include a lot of information-sharing. The Chapter Board Workshop (CBW) begins after the conference ends on Tuesday (March 25) and continues through Wednesday (March 26) until 12 p.m. Please encourage your presidents-elect or other up-and-coming chapter leaders to stay the extra day and attend this workshop that will help prepare them to lead the chapter. 8. Community Group Program at the AFP Conference in San Antonio AFP is pleased to offer you the opportunity to host your very own function, which will be part of AFP s Community Group Program during the international conference. The evening of March 23 has been dedicated to host your event. This program enables AFP chapters to enhance their members conference experience and help build strong professional relationships throughout their region. Learn more about the Community Group receptions and download the forms here. NOMINATIONS AND ADMINISTRATION 9. Standardized Chapter Bylaws Every AFP chapter in the United States and Canada must adopt the new standardized chapter bylaws unless there is a legal reason to make additional changes, by Dec.31, If you must make a change to the bylaws, submit it to the AFP international headquarters, 60 days in advance of when you are planning to vote. Any operational items are excluded for chapters from the bylaws; instead these should be put into written and approved chapter board policies. (e.g. - Officer Terms Policy, Reserve Policy, Board Expectation Policy, etc.) After you follow the requirements for adopting the new bylaws, please scan and a copy of the

7 approved bylaws to Please contact anyone in the AFP chapter services department if you have any questions. 10. Chapter Ten Star/Ten Star Gold Award There is one application for both awards and the deadline is Jan. 31, New this year, we have an online application submission process! Click here to access the online application. You can complete the application by clicking Submit at the bottom of the form. After you submit the form, you will receive an automated response indicating we have received it and we will notify the recipients in mid-february. Please do not print out the form and send it. If you have any questions, please contact Taryn Gold. The application is due, via , on Jan. 31, Click here for more information. 11. Friends of Diversity Designation The Friends of Diversity Designation application is due Jan. 31, This annual recognition allows an AFP chapter to be recognized with a special logo and signage at the AFP International Conference for the great work you are doing to promote diversity and inclusion within the fundraising profession. The application can be found here. Please contact Lori Gusdorf with any questions about the application. 12. Foundation News: 2014 Every Member Campaign You may have heard by now that 2014 will be a transition year for the Every Member Campaign, with the AFP Foundation for Philanthropy implementing new strategies and enhancements to the Every Member Campaign. As chapter president, your ongoing support and involvement is appreciated. We encourage you and your chapter administrators to join the foundation development chairs on two upcoming webinars. The foundation also will change the way in which goals are set for the 2014 Every Member Campaign. On Feb. 21, the Foundation will present each foundation development chair with his or her chapter s draft goal. The goal will include gift ranges that represent the giving patterns for your chapter. You will have three weeks to discuss the goal with your chapter board and, if appropriate, schedule a time to talk with a foundation staff member to adjust your goal. Goals should be finalized by March 14. Save the Dates Feb p.m EST: Foundation Development Chair (FDC) Orientation Webinar The purpose of this webinar is to review the roles and responsibilities of the FDCs and the changes to the Every Member Campaign. Apr p.m. EST: Every Member Campaign Toolkit Webinar The purpose of this webinar is to review the components of the new campaign toolkit. The Foundation will provide chapters with an electronic toolkit that includes templates of materials, such as solicitation letters, postcards, table tent cards, talking points, website copy, etc. 13. Looking for Gifts for Your Speakers and Members? Visit the AFP Marketplace for all your AFP gifts and awards. Don t see what you are looking for? No problem. You can submit a request for custom products, too. Visit the AFP Marketplace today for all your logo merchandise needs! EDUCATIONAL OPPORTUNITIES 14. AFP Faculty Training Academy Mar , 2014

8 Are you looking for ways to expand your cadre of qualified instructors in your chapter? We encourage qualified chapter members to apply to become a potential AFP Master Trainer. To view a listing of the current AFP Master Trainers, please click here. The AFP Faculty Training Academy (FTA) prepares instructors to take leadership positions in AFP s professional education programs and to serve as peer mentors for other AFP course instructors. For more information about the program, including the eligibility requirements to attend, please click here. 15. Development and Finance Symposium Co-sponsored by the Association of Fundraising Professionals and the Center for Philanthropy and Nonprofit Leadership - at the Susanne M. Glasscock School of Continuing Studies, Rice University, the Development and Finance Symposium will be held in Houston on May 13 14, Nonprofit organizations have the opportunity to a create strategic advantage by developing a strong relationship between their fundraising and finance functions. This symposium is designed to explore the dynamics of having these two offices collaborate, resulting in better-informed business decisions for their organizations. Senior advancement officers and CFOs will share their experiences and strategies for effective management, and participants will learn more about the complexities of both roles. Fundraisers, chief finance officers, vice presidents, executive directors, investment professionals and board members will all benefit from gaining more insight into how fiscal roles can create stability for their organizations. Registration is now open! 16. AFP International Advanced Diploma in Fundraising Through our alliance with the Institute of Fundraising (IoF) and the European Fundraising Association, the new International Advanced Diploma Course will be taught in Europe and North America starting this year. This year-long course - designed for senior fundraising practitioners - will be taught at a master s degree level. It will consist of an initial 10 weeks of individual study, followed by a three-day face-to-face instruction block conducted during the AFP International Conference in San Antonio. A final 10 weeks of individual study will wrap up this advanced experiential learning experience. Participants will spend approximately 600 hours in individual and group study over the duration of the course. This program will be offered in conjunction with the 2014 AFP International Conference. For more information or to register click here. 17. AFP CFRE Review Course The AFP CFRE Review Course offers development professionals an opportunity to review the main components of a complete fundraising program. It is a two-day, intensive program that provides an overview of skills, techniques and program components based on fundraising experience at the fiveyear level. The course was developed for intermediate-level fundraising professionals who want a quick and comprehensive overview of fundraising principles at a step above the fundamental level. Full participation in the AFP CFRE Review Course is applicable for points of CFRE credit in Category 1.B Education of the CFRE International application for initial certification and/or recertification. For more information on hosting the course as part of your AFP chapter programming please contact the AFP Professional Advancement Division at proadv@afpnet.org or AFP Webinar Series Consider one of our webinars as a lunchtime learning session. Experts in the fundraising field talk on a wide variety of topics, and each webinar is worth 1.5 CFRE continuing education credits. Click here for complete schedule. January 28 Online Marketing Inbound Marketing: The Latest Techniques to Attract More Donors, Volunteers and Others

9 Presenter: Allan Pressel February 12 Earned Income Streams Developing Earned Income Streams for Your Nonprofit Presenter: Mazarine Treyz All webinars are at 1 p.m. Eastern. Click here for more information and to register. Please note that all our webinars going back as far as 2004 are available as downloads. You can access these downloads in the On Demand section of the AFP Webinars page. Click here for the complete 2013/2014 schedule 19. AFP 2013 Conference Recordings Have the conference in the palm of your (virtual) hand. Miss out on an education session at the 2013 or 2012 AFP International Conference, or just want to relive the experience and build your knowledge database? AFP is here for you! We have the conference audio recordings of a majority of the regular education sessions available for purchase as CD-ROM, streaming, and now as podcasts for your mp3 player! For more info or to order click here. MONTHLY CHAPTER COMMUNICATIONS SUMMARY Jan. 6 to 2013 diversity chairs and administrators regarding the Friends of Diversity application and deadline Jan. 15 to 2013 and 2014 membership chairs and administrators regarding the availability of final 2013 membership numbers MONTHLY CHAPTER PRESIDENTS Q & A Every month in this section we will highlight YOUR questions and concerns. Have a question about how to engage or retain your members? Wondering how to maximize your volunteer board experience? Ask us here! We will share your questions here every month and provide an opportunity for you to share your experiences and ideas. The 2014 Accord deadline was yesterday. This month's question will focus on the importance of the Accord process. Q: What is the Chapter Accord process and why is it so important to our chapter? A: Accord is an AFP Board of Directors policy to insure that all chapters complete legal requirements and maintain high quality expectations representing the association on an overall basis. The information that is collected allows AFP to maintain 501(c)(3) status for its U.S. chapters. The process also allows AFP to provide all chapters (free of charge) with the protections of directors and officers insurance, as well as general liability insurance to cover chapters for liability during meetings and chapter events. By providing AFP with financial and program information, proof of corporate status and assurances that the chapter will conduct its affairs within the boundaries of the association and chapter bylaws, the chapter maintains its Affiliation Agreement with AFP. The Affiliation Agreement is the legal working document between the association and the chapter and renews automatically on a three-year schedule, as long as the chapter remains in Accord. Chapters that do not comply with the Accord process are subject to loss of voting privileges, loss of dues revenue and eventually could be disbanded by the AFP board of directors. All Accord information, including compliance policy and the required forms, can be

10 found online in the Chapters section of the website. Since 1960, AFP has inspired global change and supported efforts that generated over $1 trillion. AFP s nearly 30,000 individual and organizational members raise over $100 billion annually, equivalent to one-third of all charitable giving in North America and millions more around the world. For more information or to join the world's largest association of fundraising professionals, visit Association of Fundraising Professionals Wilson Blvd., Suite 300, Arlington, VA US: FUND (3863) - from Mexico: Copyright 2013 AFP