AFP Membership Chairs Orientation Call February 7, 2012

Welcome! Thank you for joining us! Today’s Agenda –Delivering Optimal Value to Members –Membership by the Numbers –Membership-Chapter Services Staff Roles –Membership Processing and Chapter Reimbursements –AFP Tools Available to Chapters –Developing Your Membership Plan –Questions?

Chapter Services Directors Western US, PA, NC, SC Larry Hostetler – (916) Central US, GA and FL Val Lay – (614) , CT, MA, NH, NY, RI, Canada, Asia Lori Gusdorf – (703) , DC, DE, MD, NJ, VA Taryn Gold – (703) , Canada Cynthia Quigley – (416) , Mexico Rose Sandoval – (52) ,

Strategic Plan AFP’s Strategic Plan can be found online here here

Strategic Plan Goals 1.­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­AFP will develop skilled, knowledgeable and ethical professionals worldwide. 2.­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­AFP will advance effective, ethical and accountable fundraising standards as an essential component of global philanthropy. 3.­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­AFP will aggressively promote and defend public policy that encourages philanthropy, supporting principles important to AFP and the fundraising profession. 4.AFP will deliver optimal value to members. 5.­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­AFP, a community of inclusion, will seek, embrace and engage diverse individuals, groups and organizations with a broad representation of experiences, perspectives, thoughts and cultures within the fundraising profession. 6.­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­AFP will provide strong leadership in promoting and supporting the fundraising community worldwide. 7.AFP will engage young professionals and youth exploring philanthropy and building their fundraising careers.

Membership Categories Business Member –Executive Circle; Endorser Global e-Member Non-Profit Organization-Large Active will become Professional Young Professional Non-Profit Organization-Small

Importance of Membership Chair Elevate status of profession Recruitment Retention Increased awareness of AFP’s role in the profession

AFP Membership Growth

Chapter Incentive Program $20 for each net new Active member in 2011 Example: As of December 31, 2010 your chapter had 50 Active members. As of December 31, 2011 your chapter had 65 Active members. You’ll receive $300 for that 15 member increase!

Address Change

Member and Chapter Services Department Lori Gusdorf, CAE, Vice President, Membership and Chapter Services – x449 Joe Roadarmel, Membership Manager – x489 Sawanna Foster, Member Services – x401 Jennifer Watkins, Member Services – x400 Tiffany Oglesby, Member Services – x492 Taryn Gold, MPA, Director, Chapter Administration– x452 Margie Bennett, Chapter Services – x487 Heba Mahmoud, Chapter Services – x425 Chapter Services Directors – Larry, Val, Rose & Cynthia

PrintQ ( Log in using your chapter code as your username AND password

IHQ Assistance on Recruitment and Retention Installment Plan Comnet Telemarketing 2 Year Discount Lapsed Member Mailing MGI Joint Mailings Chapter Conference Exhibits

IHQ Touchpoint Communications New Members: – s in months 1 and 2; months 4, 6 and 8; retention s in months 11, 12 and 13. –“Snail mail” invoices sent month 9, 11, 13, 15, 17 (as needed) Renewing Members – s in months 1 and 2; months 4, 6, 8; retention s in months 11, 12, and 13. –“Snail mail” invoices sent month 9, 11, 13, 15, 17 (as needed)

Processing & Reimbursements Payments processed within 5 – 10 business days Chapter Reimbursements disbursed monthly Any Problems, please contact IHQ

AFP Information Central

AFP Tools for Chapters – inside the Member Gateway, click on Chapter Resources to find special resources for Membership ChairsMember Gateway Chapter Resources Membership Chairs

More Tools for Chapters Member Surveys Your Chapter Services Director Chapter Leader Network

Financial Benefits of Membership FINANCIAL BENEFITS OF MEMBERSHIP Member’s Savings Through our Chapter Chapter Educational Meetings (10 per year)$ Chapter One Day Conference$ Webinars (2 per year)$ Course Offerings (Fundamentals, CFRE Review, etc.)$ Other (job postings)$ TOTAL$ Member’s Savings Through AFP INTERNATIONAL* International Conference Registration $400 Ready Reference Series (9 Titles) $180 Resource Center Research $ 50 Advancing Philanthropy Subscription $100 HEP Matching Gift screening $ 60 AFP Webinars (per session)$136 AFP Compensation and Benefits Survey$ 95 CFRE Application$160 TOTAL$1181 GRAND TOTAL(Chapter + $1181) * Does not include non-quantified benefits such as legislative advocacy, fundraising news eWires, free Webinars, Hot Topics information, Toolkits, Ethics Inventory Assessment, Information Exchange papers, Action University learning, online forums, 20% off any AFP Bookstore Purchase, 45% off North Park University Tuition, etc.

Developing Your Plan Add members to your committee Look for strategies on the CLN Review your chapter’s trends Do you have a budget? Ask your chapter services director Write it down!

Membership Goal Identify 2012 Goal Look at totals for several years –Number of members 12/31/11 –Minus estimated number who will lapse –Plus number of new members –Look at historical average –Consider implications of new categories of membership on recruitment efforts

Membership Recruitment Figure out what’s worked and what hasn’t Make guests feel welcome – make them want to join Ask them to join (not “y’all come”) Concentrate 2012 on youth and small organizations

Membership Engagement Committee involvement –New Members –Existing Members Experienced Professionals Young Professionals Networking

Membership Retention Communicate with members at least 90 days prior to their expiration date. –Find out what they’ve attended/how they’ve been involved –Invite them to something that will keep them coming Target your strategies – young, small org, experienced. Coordinate member touches with Engagement

Questions?

Thank you for your time and involvement!