CHAPTER LEADERSHIP “Hot Topics”

1. CHAPTER LEADERSHIP “Hot Topics” November 2, 2009

2. CHAPTER LEADERSHIP “Hot Topics” November 2, 2009

3. AFP “De-mystefied” Conferences Diversity Education Finance Marketing NPD Volunteers “HOT TOPICS” LIST

4. 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

5. 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

6. 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

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

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

9. 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

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

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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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

23. 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

24. 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

25. 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

26. 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

27. 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”

28. Open Discussion

29. 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

30. Thank you for all you do for AFP!