2014 Leadership Academy Chapter Management 101. Puerto Rico October 23, 2014

Transcription

1 2014 Leadership Academy Chapter Management 101 Puerto Rico October 23, 2014

2 Purpose of Chapter Management 101 To provide the knowledge and resources chapter leaders need to guide their chapters effectively and confidently, as well as to make connections with other chapter leaders. To improve collaborative interaction. To make better an more informed decisions. To get motivated to learn and share new skills and take adv of new opportunities.

3 INTRODUCTIONS Name Chapter Position Fun fact about yourself

4 Why are we here? Session Goals Session Materials Introductions

5 Membership Update Young Professionals Large Nonprofit Organizational Small Nonprofit Organizational

6 IHQ Membership Marketing Joint Mailings: regular mail and Special Coupons: anniversary & NPD Printq Orientation Call Written membership plan

7 PrintQ Resources Marketing Brochures Logos (Ten Star, Chapter specific)

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9 AFP Printq

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11 Chapter Membership Marketing How does your chapter promote and market membership in the different categories?

12 Requirements of Chapter Accord Management 2015 Important Chapter Dates Chapter Visits Ethics Membership Categories Bylaws CPC Representation

13 Chapter Accord Overview

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19 Chapter Accord Part I STOP! Contact IHQ to fix this duplicate!

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24 Chapter Accord Part II

25 Chapter Accord Part III

26 Chapter Accord Part IV

27 Chapter Accord

28 2) Chapter Visits 3) Ethics Requirements Strategic Planning Bi-Directional Communication What is your chapter s succession plan AFP s Code of Ethical Principles and Standards

29 Requirements 4) Membership Categories Set by IHQ Chapters cannot change 5) Bylaws & Affiliation Agreement Standardized Bylaws Chapter Affiliation Agreement 6) CPC Representation

30 Chapter Services Directors Central & Southeastern US Val Lay (614) , Western US Larry Hostetler (916) , CT, MA, NH, NY, RI, Canada, Asia Lori Gusdorf (703) , DC, DE, MD, NJ, VA Taryn Gold (703) , Canada Cynthia Quigley (416) , Mexico Rose Sandoval (52) ,

31 Officer Roles PRESIDENT ELECT Not as easy as it looks Pay attention CFRE Chapter Officer training Break in period Talk to your boss Be there, be everywhere

32 Officer Roles PRESIDENT Big Picture The rule of 3 (President-elect, President, and Immediate Past President) No mandate/not Commander in Chief Communications! A great job enjoy it!

33 Officer Roles PRESIDENT Leading Stretch your Be the Cause gift Omega Circle Gift/PAC Gift Chapter Officer training Don t operate in a vacuum Who you gonna call?

34 Officer Roles PRESIDENT Managing Volunteers serve at your pleasure BOD Retreat In person solicitation of Board (BtC, Omega, PAC) Speaker Gifts = Library EMC are we not fundraisers?

35 Officer Roles PRESIDENT Housekeeping Monthly Lunches BOD Lunch passes BOD Recognition/Thank you Missed meetings

36 Officer Roles IMMEDIATE PAST PRESIDENT No early retirement Lead New BOD member orientation Give guidance and support Get involved on an AFP International Committee And then, a year to reflect

37 Officer Roles IMMEDIATE PAST PRESIDENT Nominating Committee (Committee on Directorship) Procedures Returning BOD Members New BOD Members

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39 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.

40 AFP Foundation for Philanthropy-Canada 2014 Annual Fund: Every Member Campaign As of September 30, 2014: $113,402 from 596 donors $9,047 (8%) from Stratcom calling program $8,450 (7%) from online giving donated by AKA New Media 55% of current donations through Alpha Society 90% of $125,550 goal 2013 EMC Stats: Total raised $131,210 Overall participation rate 23%

41 AFP Foundation for Philanthropy 2014 Annual Fund: BE the CAUSE Campaign Thank you for embracing! As of September 30, 2014: $347,006 from 3,802 donors $103,637 (30%) from RuffaloCODY calling program 75% of $465,750 goal 2013 EMC Stats: Total raised $438,406 Overall participation rate 14%

42 AFP Foundation for Philanthropy 2014 Annual Fund: BE the CAUSE Campaign Two More Months to Promote BE the CAUSE at Chapter Events Chapter campaign resources available at 1. Show video only 1:46 minutes 2. Thank donors with pinning ceremony 3. Put tent cards on each table for chapter events including NPD! 4. Send people to for more info and to donate now 5. Handout BE the CAUSE brochures/flyers to event attendees

43 afpfoundation.org/bethecause Campaign Video 1:46 min. Infographic

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45 Central Florida Chapter Flyer Greater Cleveland Chapter Solicitation

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47 Donor Acknowledgement Policy Donors who give <$250 online receive automatic acknowledgement; Donors who give <$250 via check or credit card over the phone receive acknowledgement within one week; and Donors who give $250+ receive acknowledgement letter through the USPS within one week.

48 AFP Foundation for Philanthropy 2015 Annual Fund: BE the CAUSE Campaign New Tagline Online Resources For Members: For Chapters:

49 Campaign Orientation Webinar: February 2015

50 Role of Foundation Development Chair (FDC) Recruit members to serve on your chapter s annual campaign committee; Provide appropriate acknowledgment and recognition of donors at chapter level; Communicate value of the campaign; Educate chapter leaders and members about Foundation activities; and Implement the annual campaign.

51 BE the CAUSE Implementation Tasks Participate in establishing chapter s annual campaign goal; Motivate individual members to increase chapter participation rate; Encourage chapter leaders to achieve 100% board participation; Report to chapter leaders and members regularly on progress toward campaign goals; and Check chapter tally report for progress and accuracy.

52 Instructions for Accessing Chapter Tally Report Go to (DO NOT LOG IN YET) From the home page at the top of the screen, click on My AFP Profile Scroll down to green box with heading: Foundation Development Chair Click on Chapter Tally Report Enter your username and password CHAPTERCODEFDC 2014 will appear in box and click Continue. IMPORTANT: If report doesn t appear, be sure to allow pop-ups or disable popup blockers. Each browser has a different method for disabling popups.

53 Chapter IMPACT Campaign For U.S. & Canada Chapters Chapter-directed giving Choose among four options Capacity Building Diversity Scholarships Professional Education & Career Development Research Please include a Chapter IMPACT gift in your 2015 budget.

54 Major Gifts Programs External Funding Foundations Corporations Individuals Leadership Society: cumulative giving of $10K + $1,000 annual gift commitment Campaign of Champions: multi-year commitments Omega Circle: planned giving club

55 Contacts for AFP Foundations AFP Foundation for Philanthropy Martha Kirkland Executive Vice President (703) Diane LaVigna, CFRE Director of Annual Giving (703) AFP Foundation for Philanthropy-Canada Lori Gusdorf VP Membership & Chapter Services (703) Cynthia Quigley Chapter Administrator (416) , ext. 222

56 How Can We Help You? 1) Chapter Management Resource Guide 2) Sample Policies & Toolkits 3) Membership Reports online 4) Foundation Reports & BE the CAUSE Toolkit 5) Communications from IHQ 6) 2015 Orientations & Strategic Conversations 7) Chapter Services Visits 8) Chapter Exchange Program 9) Chapter Website Program 10) Chapter Awards Programs

57 Sample Policies and Toolkits Sample COD Policy Membership Marketing Plan Volunteer Management Toolkit

58 Online Chapter Reports Chapter s Membership Reports Use the Chapter Management Resource Guide for the instructions and terms used in the chapter membership reports. Problems with logging in? Contact Joe Roadarmel at IHQ or your Chapter Services Director

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60 Online Foundation Reports BE the CAUSE Toolkit Reports include: BE the CAUSE Chapter Tally & Chapter Impact Campaign Gift Record Toolkit is found at

61 Ways to Work Together COMMUNICATE! Monthly Chapter Presidents e-newsletter Communications Summary Chapter Services Directors

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65 Orientations/Strategic Conversations Accord Orientation (November) Presidents/Presidents-Elect Orientation Chapter Administrator Orientation Membership Chairs Orientation Treasurers Foundation Chairs Diversity Chairs

66 Chapter Services Directors Central & Southeaster US Val Lay (614) , Western US Larry Hostetler (916) , CT, MA, NH, NY, RI, Canada, Asia Lori Gusdorf (703) , DC, DE, MD, NJ, VA Taryn Gold (703) , Canada Cynthia Quigley (416) , Mexico Rose Sandoval (52) ,

67 Chapter Exchange Program Lead Chapter Participant Chapter Positive Experiences?

68 Chapter Website Program AFP encourages all chapters to have a web presence to advance our mission, goals and branding.

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71 Chapter Award Programs Ten Star Award Ten Star Gold Award Friends of Diversity Award Cash Incentives: Membership; Foundation

72 Session Evaluation & Follow-Up What was your WOW! moment? Brief survey

73 THANK YOU FOR ALL YOU DO FOR AFP!!