Foundation Development Chair Orientation

1
Foundation Development Chair Orientation
Presented by Marshall H. Ginn, CFRE, Chair,
Annual Campaign Planning Task Force Diane
LaVigna, CFRE, Director of Annual
Giving February 25, 2014
2
Orientation Webinar Outline

• Foundation Overview
• Changes to Every Member Campaign
• Changes to Chapter Treasury Campaign
• FDC Job Description
• Other Essential FDC Information

3
Foundation Mission Statement

• The AFP Foundation enhances philanthropy and
  volunteerism through programs of education,
  research and service that benefit all those who
  lead, serve and support nonprofit institutions.

4
Foundation Purpose

• To generate the resources to fund strategic
  initiatives that advance ethical and effective
  fundraising worldwide

v Career and leadership development
v Education and training
v Professional tools
v Research
v Scholarships
5
Foundation Goals for 2014

• Restructuring and strengthening the foundations
  fundraising programs
• Continuing to improve internal processes and
  procedures to better serve donors 
• Enhancing education programs, scholarships,
  research and professional tools

6
Foundation Staff Members
Contacts for EMC Issues

• Martha Kirkland, Executive Vice President
• [phone], ext. 480 or [phone]
• mkirkland_at_afpnet.org
• Diane LaVigna, CFRE, Director of Annual Giving
• [phone], ext. 446 or [phone]
• dlavigna_at_afpnet.org
• Kathy Heyman, Donor Relations Coordinator
• [phone], ext. 470 or [phone]
  (Direct)
• kheyman_at_afpnet.org
• Suzan Weihofen, Gift Processing Specialist
• [phone], ext. 448 or [phone]
  (Direct)
• sweihofen_at_afpnet.org
• Mimoh Shrestha, IT Consultant
• [phone], ext. 458 or [phone]
• mshrestha_at_afpnet.net

For any other issues not addressed below
Staff Director of EMC to discuss goals,
campaign implementation or deadline issues or to
request a meeting with your board or presentation
to your chapter
Staff Liaison to FDCs general campaign
information, questions about chapter tally
reports and to share stories about your chapters
programs/accomplishments.
For questions about member or chapter gifts and
pledges
7
2014 A Transition Yearfor the Every Member
Campaign

1. Were streamlining the process for you
2. Youll be getting your 2013 allocation earlier in
   2014
3. Well build a much stronger case for why AFP
   members should support our shared missions
4. Were providing you with more tools, support and
   opportunities to customize your campaign

8
Streamlining the Payment Process

• Chapter Partnership Grant becomes Annual Campaign
  Revenue Allocation
• No more grant application or report forms
• Acknowledge acceptance of your 2013 giving total
  and your allocation amount via email in 2014
• Annual campaign revenue allocation 25 of total
  2013 funds raised

9
Advancing Payment Timeframe
10
Strengthening the Case

• Focus on transparency and continue to demonstrate
  we are good stewards of our donors investments
• Highlight the stories of the people and
  organizations benefiting from national and
  international programs and services

11
Providing Tools, Support Customization

• Foundation to create new 2014 Campaign Toolkit
• Chapter to pick and choose tools best suited to
  your members
• Foundation to launch new website with enhanced
  online donation capabilities
• Chapter to complete 2014 Campaign Implementation
  Plan Revenue Allocation Agreement Form

12
2014 Campaign Theme

• I give because

I want to give young professionals
the same opportunities for leadership
development that were available to me
Marshall
DC Metro Area
13
Campaign Name, Logo Tagline
Advance the noble profession of fundraising by
giving to the AFP Foundation for Philanthropy.
14
Official Campaign Timeline

• Launch Date March 23, 2014
• AFP International Conference

End Date December 31, 2014
15
One Click Online Donation Page
16
Donor Acknowledgement Policy

• Donors who give lt250 online will immediately
  receive an automatic email acknowledgement
• Donors who give lt250 via check or credit card
  over the phone will receive an email
  acknowledgement within one week and
• Donors who give 250 will receive an
  acknowledgement letter through the USPS within
  one week.

17
Chapter Impact Campaign

• Chapter Treasury Campaign is now the Chapter
  Impact Campaign
• Chapter-directed giving in 2014
• Choose among three options
• Research
• Education training programs
• General operating support

18
FDC Job Description

• Role Foundation/Chapter Liaison
• Responsibilities
• Coordinate the Be the Cause Campaign
• Present request for a Chapter Impact Campaign
  gift to board
• Share stories about people and/or organizations
  served by key chapter programs
• Make a personally meaningful gift to the annual
  campaign (Alpha Society)
• Additional duties

19
Be the Cause Campaign Tasks

• Recruit members to serve on your chapters annual
  campaign committee
• Provide appropriate acknowledgment and
  recognition of donors at the chapter level
• Communicate the value of the campaign
• Educate chapter leaders and members about the
  activities of the Foundation and
• 5. Implement the annual campaign.

20
Campaign Implementation

1. Participate in establishing the chapters annual
   campaign goal
2. Motivate individual members to increase
   participation
3. Encourage chapter leaders to achieve 100 board
   participation
4. Report to chapter leaders and members regularly
   on progress toward campaign goals and
5. Check donor reports for accuracy.

21
Communication Recognition

• Quarterly Newsletter Foundation Development
  Chairs Update
• Feb, May, Aug Nov
• Foundation Development Chairs Email
• Jan, Mar, Apr, Jun, Jul, Sep, Oct, Dec
• FDC Reception
• Sat., Mar. 22, 515-615pm, San Antonio, TX

22
Important Dates Deadlines

• Mar 14 Deadline Finalize 2014 Be the Cause
  Campaign goal for chaptersa collaborative
  effort between the U.S. Foundation and each
  chapter
• Apr 10 Webinar Foundation Development Chairs
  Campaign Toolkit Webinar
• (200pm EST)
• Apr 18 Deadline Submit your chapters EMC Chapter
  Partnership Grant
• Report to the Foundation. (Only due if your
  chapter
• met the 2012 EMC goal and received a
  partnership
• grant in 2013)
• Apr 30 Deadline Submit 100 Percent Chapter Board
• Participation Form

23
Important Dates Deadlines

• May 30 Deadline Submit your chapters 2014 Be the
  Cause Campaign Implementation and Revenue
  Allocation Form and Chapter Impact Campaign
  Gift/Pledge Form to the Foundation
• Jun 17 Meeting Foundation Development Chairs Be
  the Cause Campaign Conference Call (200pm
  EST)
• Sep 11 Meeting Foundation Development Chairs Be
  the Cause Campaign Conference Call (200pm
  EST)
• Nov 13 Meeting Foundation Development Chairs Be
  the Cause Campaign Conference Call (200pm
  EST)
• Dec 31 Deadline Deadline to reach your chapters
  2014
• Be the Cause Campaign goal

24
Instructions to Access the Online Chapter
Resource Guide

• Login to www.afpnet.org with your membership
  username and password
• Click on the green Chapters tab
• Scroll down to the AFP Chapter Management
  Resource Guide section
• Click on the link for Foundation Development
  Chair and in the right-hand column under
  Chapter Leader Resources

25
Instructions to Access Chapter Tally Reports

• Go to www.afpnet.org and click on Login
• Enter username and password (for both use your
  specific CHAPTERCODEFDC, all in caps case
  sensitive).
• At the top of the screen, click on My AFP
  Profile
• Scroll down to Foundation Development Chair
  Reports click on the link
• Click on Chapter Tally Report
• 2013 or 2014 will appear in the box (or enter
  year for which you wish to run the report) and
  click Continue. The Chapter Tally Report will
  load at this point.
• If the report does not appear, please look for a
  banner at the top or bottom of the screen asking
  whether or not to allow pop-ups from our website.
  Please be sure to allow the pop-ups.

26
Questions
Can non-AFP members give to the Be the Cause
Campaign?
How will I know if our members have outstanding
pledges?
When will I have access to the Be the Cause
toolkit?
What if I think our chapters goal is too high?
Whats the process for sending donor
acknowledgement letters?
Whats the difference between the Be the Cause
Campaign and the Chapter Impact Campaign?
27
Thank you from the AFP Foundation for
Philanthropy!

• Thank you for your willingness to serve as
  Foundation Development Chair!
• Thank you for your support!
• Thank you for your leadership!
• Thank you for your feedback!