CHAPTER LEADERSHIP “Hot Topics”

November 2, 2009

CHAPTER LEADERSHIP “Hot Topics”

November 2, 2009

“HOT TOPICS” LIST

• AFP “De-mystefied”• Conferences• Diversity• Education

• Finance• Marketing• NPD• Volunteers

AFP ”DE-MYSTIFIED”

• Why AFP service is so important– Personal & professional growth– Leadership opportunities– Learning from other chapter leaders– AFP keeps administrative costs low by

relying on volunteer leaders

AFP ”DE-MYSTIFIED”

• Getting involved at the international level– 450 chapter member volunteers– 62 committees, task forces and workgroups– Various lengths of service– All who volunteer are welcomed

AFP “DE-MYSTIFIED”

• How does AFP work get done?– Ideas/issues come from members,

chapters, or staff – Ideas/issues are assigned to an existing or

newly created committee/task force for recommendation or resolution

– Resolutions or new programs are brought to the board for approval

CONFERENCES

• Everything a chapter needs for planning a conference is on the AFP website– www.afpnet.org– Chapters– Resources for Committees Chairs – Chapter

Conferences

CONFERENCES

• AFP IHQ Meetings Department is available to be a part of your planning team– Contract negotiations– Setting up a program committee– Scheduling

CONFERENCES

• Help with conference sponsors– Available sponsor/exhibitor list – free– Shared information on which sponsors to

target for conferences and NPDs– Ideas for how to promote your sponsors– Call/email: Lynn Smith, Vice President,

Conferences/Meeting Planning – lsmith@afpnet.org

DIVERSITY

• Chapter Diversity Guide– www.afpnet.org– Chapters– Resources for Committee Chairs –

Diversity

DIVERSITY

• Consider having your chapter apply for the Friends of Diversity designation– Helps chapter’s implement diversity efforts– 5 required criteria and one optional

DIVERSITY

• Consider applying for the Charles R. Stephens Excellence in Diversity Award– Show off your chapter’s diversity efforts

• Aloha Chapter nominated themselves and won for their mentoring program

• Greater Philadelphia Chapter nominated themselves for their “Color of Money” conference this year

EDUCATION• New Fundamentals of Fundraising Course

– Updated merger of old First Course and the Essentials of Fundraising

– Will launch at the 2010 Conference– Flyer is available now– Call/email: Nikki Cagle, Education and Training

Coordinator – ncagle@afpnet.org

EDUCATION• 2010 Webinar schedule mostly set

– Great new lineup– Available for sign-up now, multiple packages

available– List available now– Call/email: Nikki Cagle, Education and Training

Coordinator – ncagle@afpnet.org

EDUCATION

• Revised CFRE Course– Has been produced by 20 chapters– Rave reviews– Flyer is available now– Call/email: Nikki Cagle, Education and

Training Coordinator – ncagle@afpnet.org

FINANCE• Chapter boards must understand

their fiduciary responsibility and what that entails– Financial oversight of budget and accounts– Financial stability

• Appropriate revenue and expenditures

– Appropriate financial controls– Tax filings

FINANCE

• There are financial reporting/ analysis tools a chapter board can use– Provides a comprehensive view of

financial condition• Trends, ratios, variance

– Makes understanding finances easier

FINANCE• The right person for Treasurer is

critical– Has a good understanding of appropriate

policies– Understands and implements internal

controls– Able to explain financial reports and

implications of decisions to the board

MARKETING

• Think about your key messages and concentrate on them– Your messages touch everything you do – They reach all of your audiences– Your must be relevant and consistent– You must deliver on what you say

MARKETING• Don’t reinvent the wheel

– AFP website has many resources your chapter can use for marketing

• Model Communication Plan• 50th Anniversary and NPD Toolkits• Sample Op-Ed pieces, articles to submit

– AFP website has many resources your chapter can use for membership

• Sample Recruitment/Retention Plans for chapters of all sizes

MARKETING

• Be proactive and creative when asking the media to promote your chapter– Build relationships with specific reporters– Go to the media with story ideas– Have a designated and available

spokesperson for the chapter

NPD

• Make it fun and interesting– Invite all past honorees and recognize them– Add a champagne toast– Have senior professionals create a “state of

philanthropy” report for the local area– Host a pre-event honoree reception– Hold an after-party for the volunteers

NPD

• Work with the economic climate– Price tickets at “break-even” for non-profits– Have a table price differential for members

and non-members– Increase sponsorship efforts; have sponsor

for each award– Have high impact/low cost benefits for

sponsors– Evites for members, printed for others

NPD• Start planning for 2010 now

– Use fundraising skills in NPD planning– Combine NPD and 50th Anniversary logos– Ask an AFP leader to speak at your event– Make outreach efforts to schools & youth-

serving organizations early to encourage Youth in Philanthropy award nominations

– Consider an outstanding youth as a speaker for NPD

VOLUNTEERS

• Put time into carefully recruiting volunteers– Take time to understand their:

• Motivation and what they want• Interests, skills• Availability

– Match them to the appropriate position– Effort at the front end will help you retain

and recognize them effectively

VOLUNTEERS

• Re-assess your volunteer positions and assignments on a regular basis– Chapters needs change – People’s skills and interests change– Avoid burnout

• Have a variety of opportunities• Make many of them short-term• Cross-train to offer variety and ensure

succession

VOLUNTEERS

• Recognize your volunteers– Make recognition meaningful to the individual

• Relate recognition to their reason for volunteering

– Ideas:• Potluck dinner for board members with families or

friends• Gift certificate to favorite store or restaurant• Photo-collage showing service• Business card-holder for “Volunteer of the Month”

Open Discussion

Contact Information

Joyce Mitchell-Antoine, CFRE

Planned Parenthood for Central North Carolina

Joyce.Mitchell-Antoine@ppcentralnc.org

Hazel Richards

Banner Health Foundation

hazel.richards@bannerhealth.org

Pat Bjorhovde

AFP

pbj@afpnet.org

Thank you for all you do for AFP!