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 √ Career and leadership development √ Education and training √ Professional tools √ Research √ Scholarships To generate the resources to fund strategic initiatives that advance ethical and effective fundraising worldwide:

5. Foundation Goals for 2014 Restructuring and strengthening the foundation’s 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 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 chapter’s programs/accomplishments. For questions about member or chapter gifts and pledges Martha Kirkland, Executive Vice President (800) 666-3863, ext. 480 or (703) 519-8480 mkirkland@afpnet.org Diane LaVigna, CFRE, Director of Annual Giving (800) 666-3863, ext. 446 or (703) 519-8446 dlavigna@afpnet.org Kathy Heyman, Donor Relations Coordinator (800) 666-3863, ext. 470 or (703) 519-8470 (Direct) kheyman@afpnet.org Suzan Weihofen, Gift Processing Specialist (800) 666-3863, ext. 448 or (703) 519-8448 (Direct) sweihofen@afpnet.org Mimoh Shrestha, IT Consultant (800) 666-3863, ext. 458 or (703) 519-8458 mshrestha@afpnet.net

7. 2014: A Transition Yearfor the Every Member Campaign We’re streamlining the process for you You’ll be getting your 2013 allocation earlier in 2014 We’ll build a much stronger case for why AFP members should support our shared missions We’re 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 want to give young professionals the same opportunities for leadership development that were available to me Marshall DC Metro Area I give because…

13. Campaign Name, Logo & Tagline Advance the noble profession of fundraising by giving to the AFP Foundation for Philanthropy.

14. Official Campaign Timeline End Date: December 31, 2014 Launch Date: March 23, 2014 AFP International Conference

15. One Click Online Donation Page New!

16. Donor Acknowledgement Policy Donors who give <$250 online will immediately receive an automatic email acknowledgement; Donors who give <$250 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 chapter’s 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 • Participate in establishing the chapter’s annual campaign goal; • Motivate individual members to increase participation; • Encourage chapter leaders to achieve 100% board participation; • Report to chapter leaders and members regularly on progress toward campaign goals; and • Check donor reports for accuracy.

21. Communication & Recognition • Quarterly Newsletter: Foundation Development Chair’s Update • Feb, May, Aug & Nov • Foundation Development Chair’s Email • Jan, Mar, Apr, Jun, Jul, Sep, Oct, Dec • FDC Reception • Sat., Mar. 22, 5:15-6:15pm, San Antonio, TX

22. Important Dates & Deadlines Mar 14 Deadline Finalize 2014 Be the Cause Campaign goal for chapters—a collaborative effort between the U.S. Foundation and each chapter Apr 10 Webinar Foundation Development Chairs’ Campaign Toolkit Webinar (2:00pm EST) Apr 18 Deadline Submit your chapter’s 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 chapter’s 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 Chair’s Be the Cause Campaign Conference Call (2:00pm EST) Sep 11 Meeting Foundation Development Chair’s Be the Cause Campaign Conference Call (2:00pm EST) Nov 13 Meeting Foundation Development Chair’s Be the Cause Campaign Conference Call (2:00pm EST) Dec 31 Deadline Deadline to reach your chapter’s 2014 Be the Cause Campaign goal

24. Instructions to Access the Online Chapter Resource Guide Login to www.afpnet.orgwith 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 chapter’s goal is too high? What’s the process for sending donor acknowledgement letters? What’s 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!