Chapter Management 101
Why Are You Here? To discover the must-know information To know resources: online and people To connect with your fellow chapter leaders
Introductions Name Chapter Position Fun fact about yourself
Balancing Act
Why Are We Here? Session Goals Session Materials: find them here: www.afpnet.org/cm101
Membership Categories Professional Young Professional Retired Associate Collegiate Global Small Nonprofit Organizational Large Nonprofit Organizational Business Strategic Alliance
Chapter Sharing How does your chapter promote and market membership in the different categories? How does your chapter welcome new members? How does your chapter steward renewing members?
Chapter Sharing
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
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!
Officer Roles PRESIDENT Leading Stretch your Be the Cause/Every Member Campaign gift Omega Circle Gift/PAC Gift Chapter Officer training Don t operate in a vacuum Who you gonna call?
Officer Roles PRESIDENT Managing Volunteers serve at your pleasure BOD Retreat In person solicitation of Board (BtC, EMC, Omega, PAC) Speaker Gifts = Library BE the CAUSE/Every Member Campaign are we not fundraisers?
Officer Roles PRESIDENT Housekeeping Monthly Lunches BOD Lunch passes BOD Recognition/Thank you Board Expectations and Missed meetings
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
Officer Roles IMMEDIATE PAST PRESIDENT Committee on Directorship (Nominating Committee) Procedures Returning BOD Members New BOD Members
Speed Dating Questions What is unique about your chapter and these three roles: President-elect, Chapter President and Immediate Past? If you ve served in other leadership roles at your chapter, how has that shaped your presidency? How do you plan on staying engaged once you are the Immediate Past President?
Chapter Management Basics 101
Requirements of Chapter Accord Management Planning Ethics Membership Categories Bylaws CPC Representation
Chapter Accord Parts 1, 2 and 3 completed online Part 4 emailed to Chapter.Accord@afpnet.org Part 1 deadline: December 15, 2017 Parts 2-4: Deadline January 16, 2018
Requirements Strategic Planning New AFP Strategic Plan Succession Plan
Requirements Has your chapter incorporated the AFP strategic plan into your own? Do you have a succession plan for your chapter and how far does it extend? (Is it just for Presidents, or does it include other executive committee positions and committee chairs?)
Requirements Ethics AFP s Code of Ethical Standards 1-800-666-FUND Membership Categories Set by IHQ Chapters cannot change
Requirements Bylaws & Affiliation Agreement Standardized Bylaws Chapter Affiliation Agreement CPC Representation CPC meeting is TODAY, October 12 at 3:00 pm
Chapter Services Department Taryn Gold Vice President, Chapter Administration (703) 519-8452, tgold@afpnet.org Heba Mahmoud Director, Chapter Services (703) 519-8486, hmahmoud@afpnet.org Cynthia Quigley Director of Canadian Services (416) 941-9212, cquigley@afptoronto.org Rose Sandoval Chapter Services Director for chapters in Mexico and the Caribbean (52) 55 3626 1592, rsandoval@afpnet.org
Common Pitfalls
How Do We Help You? Chapter Presidents Newsletter Chapter Management Resource Guide Orientations/Strategic Conversations LinkedIn Groups Chapter Website Program Chapter Awards Programs
Chapter Website Program AFP encourages all chapters to have a web presence to advance our mission, goals and branding.
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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
Chapter Website Program Update Chapter templates emailed 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: http://www.signupgenius.com/go/9040f4fa5a82fa57-afpnew Or just stop by! Thursday: 10 AM 5 PM (Salon A) Friday: 8 AM 6 PM (Salon B&C) Saturday: 8 AM 1 PM (Salon B&C)
Diversity and Inclusion - Friends of Diversity Designation Award - Diverse Communities Scholarship Program - BINGO - Diversity Chair Strategic Conversation Oct. 20 - What are you doing in your chapters to promote Diversity & Inclusion?
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 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
AFP Foundation for Philanthropy - Mexico AFP Asociacion Civil (A.C.) formed Education Hemispheric Congress Indesol partnership Scholarships Translation
Chamberlain Scholarship Program 2,140 Total Year Number of Scholars 2000 109 2001 112 2002 104 2003 116 2004 107 2005 130 2006 109 2007 105 2008 132 Year Number of Scholars 2009 131 2010 122 2011 131 2012 109 2013 131 2014 124 2015 125 2016 129 2017 114
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
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
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
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
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.
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
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
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
Diversity Scholarship Program 84 Total Diversity Scholars To Date Year Number of Scholars 2012 7 2013 3 2014 12 2015 19 2016 25 2017 18
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
Collegiate Scholarship Program 61 Total Collegiate Scholars To Date Year Number of Scholars 2013 16 2014 18 2015 10 2016 6 2017 12
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
Leadership Academy Scholarship Program 28 Total Leadership Academy Scholars To Date Year Number of Scholars 2014 4 2015 4 2016 9 2017 11
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
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
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
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
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
THANK YOU FOR ALL YOU DO FOR AFP!!