Chapter Management 201 The next step

Transcription

1 Chapter Management 201 The next step

2 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.

3 Welcome and Introductions Name Chapter Position Why you re here?

4 Why are we here? Session Goals Session Materials Staff Introductions

5 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.

6 Membership Orientation Calls/ Strategic Conversations Coupons Sample Marketing Plans Joint Chapter Mailing Printq Chapter Membership Reports Membership Chair Section on Resource Guide

7 Membership Ideas Welcome New Members at Chapter Events New member Engagement Mentor Program

8 Membership Categories Professional Young Professional Retired Associate Collegiate Global Small Nonprofit Organizational Large Nonprofit Organizational Business Strategic Alliance

9 Discussion How does your chapter market membership to the different categories?

10 Discussion How do you engage Young Professional Members? Do you have engagement with a collegiate chapter?

11 Professional Advancement Shared Revenue Opportunities AFP IHQ Offerings Professional Advancement Section on Resource Guide

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13 Discussion What innovative education programs are you holding in your chapter? How do you determine your yearly education program schedule?

14 Discussion Do you have education programs specifically tailored to different member categories/populations?

15 Diversity & Inclusion - Friends of Diversity Award - Diverse Communities Scholarship Program - What are you doing in your chapters to promote Diversity & Inclusion?

16 Accord Process Officers due December 15, 2017 Rest of Accord due January 16, 2018 Orientation Webinar Recoding

17 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.

18 AFP Foundation for Philanthropy - Canada Create Sector Advocates Through Education Webinars 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 Call for Research Papers Diversity and Inclusion Ontario Fellowship in Inclusion and Philanthropy Program

19 AFP Foundation for Philanthropy - Mexico AFP Asociacion Civil (A.C.) formed Education Hemispheric Congress Indesol partnership Scholarships Translation

20 Chamberlain Scholarship Program 2,140 Total Year Number of Scholars Year Number of Scholars

21 2017 Chamberlain Scholars 114 Total AFP AB, Calgary & Area Chapter Charmaine Lyon AFP AB, Edmonton & Area Chapter Sandy Sereda AFP AL, North Chapter Debra Joyner,CFRE AFP Alaska Chapter Becca Brado AFP AR, Northwest Chapter Sarah Du Preez AFP AZ, Greater Arizona Chapter Justin Duran AFP AZ, Southern Chapter Travis Craddock AFP BC, Vancouver Chapter Amanda Tipper AFP BC, Vancouver Island Chapter Andrea Gilbert AFP CA, Capital Chapter Courtney Balonek AFP CA, Desert Communities Chapter Brian Daly AFP CA, Greater Los Angeles Chapter Melissa Froehlich AFP CA, Inland Empire Chapter P.T. McEwen AFP CA, Monterey Bay Chapter Deanne Glaser AFP CA, Orange County Chapter Jessica Morrison

22 2017 Chamberlain Scholars 114 Total AFP CA, San Diego Chapter AFP CA, Silicon Valley Chapter AFP CA, Yosemite Chapter AFP CO, Southern Chapter AFP Colorado Chapter AFP DC, Washington DC Metro Area Chapter AFP DE, Brandywine Chapter AFP FL, Central Chapter AFP FL, First Coast Chapter AFP FL, Nature Coast Chapter AFP FL, Palm Beach County Chapter AFP FL, Southwest Chapter AFP FL, Suncoast Chapter AFP FL, West Chapter AFP GA, Greater Atlanta Chapter Bernardo Samano Jill Mitsch Brad de la Cruz, CFRE Carissa Gump Beth Johnston Melinda Milby Dana Looker Stephanie Mozer Iris Simmons Madeline Robinson Lisa Huertas Lynn Buehler Rich Strehl Shelly Nightengale Allison Hood

23 2017 Chamberlain Scholars 114 Total AFP IA, Central Chapter Ryan Crane, CAP AFP IA, Eastern Chapter Linda Gorkow AFP IA, Greater Tri-State Chapter Jeff Schneider AFP Idaho Chapter Cyn Reneau AFP IL, Chicago Chapter Ashli Owens AFP IN, Northeast Chapter Mary Male AFP IN, Northwest Chapter Walter Lenckos AFP Indiana Chapter Bethany Warner, CFRE AFP KS, Greater Wichita Chapter Maggie Berning AFP KS, Topeka Chapter on Philanthropy Kim Williams AFP KY, Bluegrass Chapter C helsey Keesy AFP KY, Greater Louisville Chapter Julie Torzewski, CFRE, MSBC AFP LA, Baton Rouge Chapter Melody Watson AFP LA, Greater New Orleans Chapter Lindsey Jakiel Diulus AFP LA, North Chapter Katja Thomakos, MA, CFRE AFP Manitoba Chapter Andrew Kussy

24 2017 Chamberlain Scholars 114 Total AFP Maryland Chapter AFP MI, Greater Detroit Chapter AFP MI, Mid-Michigan Chapter AFP MI, West Chapter AFP Minnesota Chapter AFP MN, Southern Chapter AFP MO, Mid-America Chapter AFP MO, Saint Louis Regional Chapter AFP Montana Chapter AFP MX, Monterrey Chapter AFP MX, Yucatan Chapter AFP NC, Cape Fear Chapter AFP NC, Charlotte Chapter AFP NC, Triad Chapter AFP NC, Triangle Chapter Joshua Clement Bobie Clement, CFRE Beverlee Wenzel Katie Hop Allison Welch David Herder Allison McLain Mandy Darr Judy Hughes Rocio Alvarez Maynez Anita Gallagher JC Skane Jane Sanders Shannon Neal Alyson Stoffer

25 2017 Chamberlain Scholars 114 Total AFP NC, Western Chapter Antanette Mosley AFP Nebraska Chapter Angela Boule AFP NJ, Southern Chapter Patrick Manion, MBA AFP Nova Scotia Chapter Lisa Weatherhead AFP NV, Sierra Chapter Catherine Leon AFP NY, Genesee Valley Chapter Emily Marullo AFP NY, Long Island Chapter Catherine Tully Muscente AFP NY, Westchester Chapter Patricia Brigham AFP NY, Western Chapter Stephanie King AFP OH, Central Chapter Cody Vermillion AFP OH, Cincinnati Chapter Mary Herbert AFP OH, Greater Dayton Region ChapterChristine Pirot AFP OH, Mahoning-Shenango Chapter Landis Erwin AFP OH, Northeast Chapter Vondea Sheaffer AFP OH, Northwest Chapter Jodi Farschman, J.D.

26 2017 Chamberlain Scholars 114 Total AFP OK, Eastern Chapter AFP Oklahoma Chapter AFP ON, Canada South Chapter AFP ON, Golden Horseshoe Chapter AFP ON, Greater Toronto Chapter AFP ON, Ottawa Chapter AFP PA, Central Chapter AFP PA, Eastern Chapter AFP PA, Greater Philadelphia Chapter AFP PA, Northeastern Chapter AFP PA, Northwestern Chapter AFP PA, Western Chapter AFP Quebec Chapter AFP SC, Lowcountry Chapter AFP SC, Piedmont Chapter AFP SK, Regina Chapter Allison Walden, CFRE, IOM Cassie Gilman Linda Andrejicka Lacey Kempinski Yunis Muthoni Kariuki Melanie Fulop Emily Miller Alison Norton Kevin Gifford Sandra Snyder John Simon Jamie Lefever Anne-Catherine Rioux Margaret Youngs, MFA Angel Williams Stephanie Kohlruss, CFRE

27 2017 Chamberlain Scholars 114 Total AFP SK, Saskatoon Chapter Namarta Kochar AFP South Dakota Chapter Molly Sutton AFP TN, Memphis Chapter Mary Kathryn Davis AFP TN, Southeastern Chapter Michael Watson AFP TX, Coastal Bend Chapter Amy Canterbury AFP TX, East Chapter Candice Christian AFP TX, Fort Worth Metro Chapter Peyton Salavarria AFP TX, Greater Austin Chapter Danielle Madrid AFP TX, Greater Dallas Chapter Matt Varnell AFP TX, Greater Houston Chapter Alexis Thompson, MPA AFP TX, Lubbock Area Chapter Michelle Tosi-Stephens AFP TX, Permian Basin Chapter Gail Heathington, CMP AFP VA, Central Chapter Jessica Wright AFP VA, Hampton Roads Chapter Thomas Redmond AFP VA, Shenandoah Chapter Kate Renalds

28 2017 Chamberlain Scholars 114 Total AFP VA, Shenandoah Chapter AFP VA, Tri-State Chapter AFP WA, Advancement Northwest Chapter AFP WA, South Sound Chapter AFP WI, Greater Madison Chapter AFP WI, Northeast Chapter AFP WI, Southeastern Chapter AFP WI, Upper Mississippi Valley Chapter Kate Renalds Christina Johnson Hong Chhuor Mary Brickle Kaitlin Kropp Rikki Starich Carolyn Hahn Jennifer Conway

29 Diversity Scholarship Program 84 Total Diversity Scholars To Date Year Number of Scholars

30 2017 Diversity Scholars 18 Total AFP CA, Capital Chapter AFP DC, Washington DC Metro Chapter AFP DC, Washington DC Metro Chapter AFP DC, Washington DC Metro Chapter AFP HI, Aloha Chapter AFP LA, Baton Rouge Chapter AFP NV, Las Vegas Chapter AFP OH, Greater Dayton Region Chapter AFP ON, Greater Toronto Chapter AFP ON, Greater Toronto Chapter AFP PA, Greater Philadelphia Chapter AFP TN, Memphis Chapter AFP WA, Advancement Northwest Chapter AFP WA, Advancement Northwest Chapter AFP WI, Greater Madison Chapter AFP Hong Kong Chapter Israel China Julia A Verduzco Evan Glass Feriel Ricks Tommy Wrenn, BS Piilani Kai Deshanna Brown, MPA Anne P. Browne Victoria Richards Charlie Andrews Stuart Keeler Marci J Leveillee Amber Robinson Andrea Travis Phil Bouie Rebecca Ressl Emily Au-Young Abraham Neuman Yao Tang

31 Collegiate Scholarship Program 61 Total Collegiate Scholars To Date Year Number of Scholars

32 2017 Collegiate Scholars 12 Total Sierra Aitken Lee Anderson Benjamin Banning Robert Caldwell Adrianne Davis Jessica Dominguez Sydney Krassen Benita Munnerlyn Kristina Pepelko Christian Robillard Ashley Smith Shelly Wims

33 Leadership Academy Scholarship Program 28 Total Leadership Academy Scholars To Date Year Number of Scholars

34 COLLEGIATE MEMBERS 2017 Leadership Academy Scholars Robert Caldwell Siqi Cheng Clara Davison Kim Holloway Elisa Kappedal Holley Mapel Tessa Scott Chelsie Spoor Manny Thomas CHAPTER LEADERS Shari Slattery Arturo Monreal del Razo Ohio State University University of Cincinnati Ohio State University Lakeland Community College Wright-State University Wright-State University John Carroll University Wright-State University Ohio State University AFP BC, Okanagan Chapter AFP MX, Monterrey Chapter

35 2017 Chapter Partnership Grants 83 To Date $82,595 AFP AB, Calgary & Area Chapter AFP AK, Alaska Chapter AFP AL, Alabama Chapter AFP AR, Arkansas Chapter AFP AR, Northwest Chapter AFP AZ, Greater Arizona Chapter AFP AZ, Northern Chapter AFP BC, Vancouver Chapter AFP BC, Vancouver Island Chapter AFP CA, Capital Chapter AFP CA, Desert Communities Chapter AFP CA, Greater Los Angeles Chapter AFP CA, Inland Empire Chapter AFP CA, Orange County Chapter AFP CA, San Diego Chapter AFP CA, San Luis Obispo Chapter AFP CA, Santa Barbara/Ventura Counties Chapter AFP CA, Silicon Valley Chapter AFP CO, Colorado Chapter AFP CO, Southern Chapter AFP CT, Fairfield County Chapter AFP DC, Washington DC Metro Area Chapter AFP FL, Central Chapter AFP FL, First Coast Chapter AFP FL, Fort Lauderdale/Broward Chapter AFP FL, Greater Polk County Chapter AFP FL, Indian River Chapter AFP FL, Nature Coast Chapter AFP FL, Southwest Chapter AFP FL, Suncoast Chapter

36 2017 Chapter Partnership Grants 83 To Date $82,595 AFP FL, Treasure Coast Chapter AFP FL, West Chapter AFP GA, Greater Atlanta Chapter AFP IA, Central Chapter AFP IA, Eastern Chapter AFP IA, Greater Tri-State Chapter AFP IL, Central Chapter AFP IL, Chicago Chapter AFP IL, East Central Chapter AFP IN, Michiana Chapter AFP IN, Northeast Chapter AFP IN, Northewest Chapter AFP KS, Greater Wichita Chapter AFP KS, Topeka Chapter AFP KY, Greater Lousiville Chapter AFP LA, North Chapter AFP LA, Southwest Chapter AFP MD, Maryland Chapter AFP MD, Western Maryland Chapter AFP MI, West Chapter AFP MN, Minnesota Chapter AFP MO, St. Louis Regional Chapter AFP MS, Mississippi Chapter AFP NC, Cape Fear Region AFP NC, Triangle Chapter AFP NC, Western Chapter AFP ND, Northern Plains Chapter AFP NJ, Southern Chapter AFP NY, Long Island Chapter AFP NY, New York City Chapter

37 2017 Chapter Partnership Grants 83 To Date $82,595 AFP OH, Central Chapter AFP OH, Greater Cleveland Chapter AFP OH, Greater Dayton Region Chapter AFP OH, Northwest Chapter AFP ON, Greater Toronto Chapter AFP ON, South Eastern Ontario Chapter AFP PA, Central Chapter AFP PA, Northeastern Chapter AFP Quebec Chapter AFP SC, Lowcountry Chapter AFP TN, Southeastern Chapter AFP TX, Central Chapter AFP TX, Fort Worth Metro Chapter AFP TX, Greater Austin Chapter AFP TX, Texas Plains Chapter AFP VA, Central Chapter AFP VA, Hampton Roads Chapter AFP VA, Piedmont Chapter AFP VA, Tri-State Chapter AFP WA, South Sound Chapter AFP WI, Greater Madison Chapter AFP WI, Northeast Chapter AFP WI, Upper Mississippi Valley Chapter

38 Other Programs in 2017 AFP Leadership Academy Complimentary Ethics Webinar: Accepting Gifts from Pablo Escobar and Other Ethical Dilemmas funded through the Claudia A. Looney, CFRE Fund for Ethics in Fundraising Skystone Partners Research Prize: Diversity and Philanthropy: Expanding the Circle of Giving by Dr. Lilya Wagner, CFRE Growth in Giving Measurement Tools as part of the Fundraising Effectiveness Project

39 Chapter Perspectives Kelly Siefkin, CFRE, AFP CA, Capital Chapter Melinda Kelleher, AFP GA, Greater Atlanta Chapter David Coyne, CFRE, AFP DC, Washington DC Metro Chapter

40 Open Discussion

41 Contacts for AFP Foundations for Philanthropy United States Canada Mexico Lori Gusdorf, CAE Executive Vice President (703) Shayna Camp Foundation Development Coordinator Ayat Hassan Development Assistant Lori Gusdorf Executive Vice President (703) Cynthia Quigley Director, Canadian Services (416) , ext. 222 Roselena Sandoval Chapter Services Director for chapters in Mexico and the Caribbean (52) Lori Gusdorf Executive Vice President (703)

42 Sponsorship 1) Chapter Partners 2) Education Program Sponsors 3) National Philanthropy Day Sponsors 4) Other Opportunities

43 Stewardship 1) Innovative ways to thank your donors 2) Chapter partner stewardship 3) NPD Sponsor Stewardship

44 Discussion How do you turn competition into collaboration? How do you recruit members through partnerships?

45 Strategic Planning Strategic Planning Toolkit Strategic Planning Toolkit

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47 Discussion How do you monitor the incremental success of your strategic plan?

48 Immediate Past- President 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

49 IHQ Involvement AFP Board Fundraising Board Canada Foundation Board IHQ Committee Involvement Leadership Development Toolkit

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51 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?

52 Board Orientation Toolkit Board Orientation Toolkit

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55 Yearly Board Member Orientation Does your chapter hold it every year? What are the benefits? What materials do you provide? What is the session format?

56 IHQ Communication Monthly Chapter Presidents e-newsletter Orientation Calls Strategic Conversations

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60 Chapter Website Program: Options Those currently in AFP Website Program: Migrate to the new platform Leave program but use community platform Leave program and not use community platform Those not currently in AFP Website Program: Keep your 3rd party site and opt out of all AFP options Keep your 3rd party site and utilize community platform Join AFP program and enjoy all options

61 Chapter Website Program Update Chapter templates ed earlier this week. One-on-one meetings with chapters during Leadership Academy to discuss new sites, roadmap. Sign up sheet online or at Registration Desk: Or just stop! Thursday: 10 AM 5 PM (Salon A) Friday: 8 AM 6 PM (Salon B&C) Saturday: 8 AM 1 PM (Salon B&C)

62 How does your chapter use it s website and social media to communicate to members? Is it useful?

63 THANK YOU FOR ALL YOU DO FOR AFP!