1. Campaign Orientation March 3, 2015
Presented by: Diane LaVigna, CFRE, Director of Annual Giving &
Marshall H. Ginn, CFRE, Vice Chair, Annual Giving

2. Q: What is BE the CAUSE? Cooperative Annual Fund Program
Launched March 2014
Replaced Every Member Campaign
Different from Chapter Impact Campaign
March 3, 2015

3. Orientation Objectives
AFP Foundation for Philanthropy
2014 Campaign Highlights
Foundation Development Chair (FDC)/BE the CAUSE Campaign Chair Responsibilities
2015 Campaign Overview
Q&A
March 3, 2015

4. AFP Foundation for Philanthropy
Charitable arm of Association of Fundraising Professionals
March 3, 2015
March 3, 2015 4

5. AFP 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.
AFP serves its members the Foundation works in the interest of the public good
March 3, 2015

6. AFP Foundation Goals for 2015
Improve and expand our stewardship program
Increase and enrich communication about AFP Foundation’s purpose and impact
Enhance database system and online donation tools
Identify and inform new prospects among next generation of fundraising professionals
Our individual giving program
March 3, 2015

7. AFP Foundation Staff Members
Martha Kirkland, Executive Vice President (800) , ext. 480 or (703) Diane LaVigna, CFRE, Director of Annual Giving (800) , ext. 446 or (703) Melissa Gusdorf, Development Associate (800) , ext. 470 or (703) (Direct) Suzan Weihofen, Gift Processing Specialist (800) , ext. 448 or (703) (Direct) Mimoh Shrestha, IT Consultant (800) , ext. 458 or (703)
March 3, 2015

8. 2014 BE the CAUSE Campaign Highlights
Thank you all for a successful year!
March 3, 2015
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9. 2014 Results & Revenue Allocation
Our individual giving program
March 3, 2015

10. Your 2014 Gift Helped Support
136 Chamberlain scholarships, 17 collegiate scholarships and 12 diversity scholarships for 2014 AFP International Conference
Special events management initiative that led to new research and benchmarking tools
TypeCoach project for fundraisers to learn their personality type and how to work with donors and colleagues more effectively
Structure and framework for three-year plan to implement a new Major Gifts Program focused on external funding.
Upgrades to online donation system and optimization
of BE the CAUSE website for tablet and mobile usage
March 3, 2015

11. 2014 Distribution Timeframe
2014 Annual Fund Distribution
2015 Q3
Jul
Aug
Sep
You WILL receive your chapter’s allocation much earlier in the year.
Foundation will advance this timing from the fourth quarter—as is happening now— to the third quarter 2014.
March 3, 2015

12. 2014 Donor Survey Highlights
11.6%
response rate
May 2014: 591 of 5,072 donors responded
BE the CAUSE campaign cited as significant improvement
100% board participation is primary motivator for donors
Foundation does not do a good job communicating impact
Foundation’s acknowledgement process still problematic for some, while others suggested major advancements
“I love the changes that the Foundation has made in the last couple of years.”
“Foundation is moving in the right direction.”
March 3, 2015

13. With Special Thanks! Thank you, thank you, thank you!
To your chapter’s 2014 chair
To chapters with supportive leaders
To chapters with 100% Board participation
To chapters that embraced and utilized campaign materials
To each and every one of YOU that made a personal donation
Thank you, thank you, thank you!
March 3, 2015

14. Responsibilities of FDC/ BE the CAUSE Campaign Chair
Thank you for volunteering to take on this important job!
March 3, 2015
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15. FDC Job Description Role: Foundation/Chapter Liaison for BE the CAUSE
Responsibilities:
Coordinate the Be the Cause Campaign in your chapter
Share stories about people and/or organizations served by key chapter programs with AFP Foundation
Make a personally meaningful gift to the annual campaign (consider monthly giving thru Alpha Society)
March 3, 2015

16. Be the Cause Campaign Tasks
Participate in establishing the chapter’s annual campaign goal
Recruit members to serve on your chapter’s annual campaign committee
Communicate the value of the campaign
Educate chapter leaders and members about the activities of the Foundation
Implement the annual campaign
Provide appropriate acknowledgment and
recognition of donors at the chapter level
helping others to understand how it supports the chapter’s education and professional development agenda;
March 3, 2015

17. Campaign Implementation
Utilize campaign materials to ask for donations throughout the year
Encourage chapter leaders to achieve 100% board participation
Motivate individual members to increase chapter participation rate
Report to chapter leaders and members regularly on progress toward campaign goals
Check donor reports for progress and accuracy
Follow-up with donors who have outstanding
pledges
Encourage chapter board members to support the campaign and achieve 100% board participation;
Resolve report discrepancies with AFP Foundation for Philanthropy staff.
March 3, 2015

18. Campaign Data Spreadsheet
Step 1:
Set Goals
March 3, 2015

19. Distribution Agreement Form Be the Cause Campaign Tasks
Step 2: Complete
Forms
2015 Distribution Agreement Form
100% Board Participation Form
Calling Program Suppression Form
Deadline:
April 30
March 3, 2015

20. Campaign Planning Tool
Step 5:
Plan Strategies
March 3, 2015

21. Campaign Planning Tool
March 3, 2015

22. 2015 BE the CAUSE Campaign Overview
And we’re off!
March 3, 2015
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23. Campaign Tagline in 2015
New
March 3, 2015

24. Strengthening the Case
Focus on transparency
Demonstrate we are good stewards of our donors’ investments
Highlight reasons why AFP members give
Feature stories of those benefiting from programs and services
March 3, 2015

25. Where will Your Gifts Go in 2015
Build AFP Foundation’s capacity and infrastructure
Support initiatives, such as:
“Changing Faces of Philanthropy” project to attract and retain a workforce more representative of the diverse communities we serve
Collegiate Chapter Leaders Conference to recruit and mentor the next generation of fundraisers
CFRE Review Course curriculum revision to ensure top notch fundraising continues across the sector
March 3, 2015

26. Tiered Cooperative Annual Fund Distribution Model
Tier
Cooperative Annual Fund Distribution
Criteria 1
15%
From first dollar raised 2
25%
Meet low-range goal PLUS achieve one performance metric 3
35%
Meet high-range goal AND 100% chapter board participation PLUS achieve two performance metrics
March 3, 2015

27. Tiered Cooperative Annual Fund Distribution Model
Performance Metrics
100% chapter board participation in 2015
Pledge fulfillment rate of 90% or higher in 2015
Increase in total funds raised from 2014
Increase in participation rate from 2014
At least 3% donors give through Alpha Society, monthly giving program
At least 20% donors at Ambassador’s Club-Sapphire level ($100-$249) in 2015
At least 2% donors at Ambassador’s Club-Ruby level ($250-$499) in 2015
At least 2% donors at Ambassador’s Club-Emerald level ($500-$999) in 2015
At least 2% donors at President’s Club level ($1,000-$2,499)
in 2015
March 3, 2015

28. Blackbaud “Join the Giveolution” Challenge
Make your gift to the AFP Foundation
on March 29, 30 or 31
Blackbaud will donate $10 per donor* and it counts toward
your chapter’s campaign goal for the first 500 donors!
Two ways to Be a Giveolutionary!
1. Donate online March 29, 30 or 31
2. Join the Giveolution Challenge at the International
Fundraising Conference in Baltimore
*Blackbaud challenge donation is up to $5,000.
March 3, 2015

29. Donate Online March 29, 30 or 31
Go to afpfoundation.org/bethecause on March 29, 30 or 31
Click “Donate Now” button
Make your gift (pledges do not count for this challenge)
You’re now a part of the Giveolution!
Thank you!
March 3, 2015

30. Donate at the International Fundraising Conference in Baltimore
Stop by the AFP booth
Make your gift
Pick up an “I’m the CAUSE” button
Share why you gave
Go to the Blackbaud booth
Show your “I’m the CAUSE” button
Take a pic (Polaroid®) and post it on the Giveolution wall
Grab a sticker and add it to your post to showcase your gift to the AFP Foundation
You’re now a part of the Giveolution
March 3, 2015

31. RuffaloCODY Calling Program
Services provided pro bono by RuffaloCODY
Convenient way to reach members you don’t see very often
High participation rate from new members
Four targeted scripts: LYBUNTS, SYBUNTS, new members & non-donor
Chapters can remove donors/members from the calling list
March 3, 2015

32. Website Addresses
BE the CAUSE Campaign Website For members & general public BE the CAUSE Chapter Toolkit For BE the CAUSE campaign chairs & chapter leaders
March 3, 2015

33. afpfoundation.org/bethecause
Home

34. Why Give
March 3, 2015

35. Success Stories
March 3, 2015

36. Donor Quotes
March 3, 2015

37. I Give Because…

38. Campaign Data

39. Contact Us
March 3, 2015

40. afpfoundation.org/toolkit
Chapter Toolkit
March 3, 2015

42. Toolkit Components Campaign Materials Sample Chapter Materials
Logos
Video
Solicitation Templates (letters and s)
Sample Chapter Materials
Send samples to
Chapter Resources
Tiered Cooperative Annual Fund Distribution Model
Instructions for accessing chapter tally report
Forms
March 3, 2015

43. Case Statement
March 3, 2015

44. Tent Cards National = AFP Foundation logo only
Chapter = Insert Chapter logo
March 3, 2015

45. Foundation Info on AFP Website
Online Giving
Login with personal AFP membership username & password for chapter resources.
Login with chapter username & password for campaign tally report.
General info for members
and the public
March 3, 2015

46. Instructions to Access the Online Chapter Resource Guide
Login to with your AFP 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”
The Foundation wants to help you succeed in your role as Foundation Development Chair and will routinely update information available to you on the AFP website. For a complete FDC job description, Foundation staff contact information, an explanation of the changes to the annual fund, a list of important dates and deadlines and other links, please follow these instructions:
March 3, 2015

47. Instructions to Access Chapter Tally Reports
IMPORTANT: Be sure to allow pop-ups or disable popup blockers. Each browser has a different method for disabling popups.
Go to (DO NOT LOG IN YET)
From the home page at the top of the screen, click on “My AFP Profile”
Scroll down to green box with heading: Foundation Development Chair
Click on “Chapter Tally Report”
Enter your username and password – CHAPTERCODEBTC – ALL CAPS
“2015” will appear in box and click “Continue”
You can export the file and save it in a variety of file types
March 3, 2015

48. One Click Online Donation Page
Alpha Society
Pledge
Payments
Pledge with Payment Schedule
March 3, 2015

49. Donor Acknowledgement Policy
Donors who give <$250 online receive an automatic acknowledgement;
Donors who give <$250 via check or credit card over the phone receive an acknowledgement within one week; and
Donors who give $250+ receive an acknowledgement letter through the USPS within one week.
Throughout the year, this is when and how donors will receive acknowledgements
March 3, 2015

50. Donor Recognition Levels
March 3, 2015

51. Stewardship Present donors with donor pins at chapter events
Order pins through AFP Foundation
Invite donors to complete an “I give because…” placard, take their photo and add them to your website or PowerPoint presentation
Download placards from Toolkit
Verbally acknowledge donors and ask them to stand at chapter events
Recognize donors on your chapter website
All donors will be listed on the AFP Foundation website and in the 2015 annual report
March 3, 2015

52. Important Dates & Deadlines
Apr 30 Deadline Finalize 2015 BE the CAUSE campaign goal for U.S. chapters—a collaborative effort between the U.S. Foundation and each chapter Apr 30 Deadline Submit 2014 BE the CAUSE 100 Percent Chapter Board Participation Form (U.S. and Canadian Chapters) Apr 30 Deadline Submit 2015 Distribution Agreement Form Apr 30 Deadline Submit 2015 Calling Program Suppression Form (if applicable) May 30 Deadline Submit your chapter’s 2014 Chapter Impact Campaign Gift/Pledge Form (U.S. and Canadian Chapters) May TBA Meeting Foundation Development Chair’s BE the CAUSE Conference Call (Time - TBA) Sep TBA Meeting Foundation Development Chair’s BE the CAUSE Conference Call (Time - TBA) Dec 31 Deadline Deadline to reach your chapter’s 2015 BE the CAUSE Campaign goal
March 3, 2015

53. Questions Can non-AFP members give to the Be the Cause Campaign?
How will I know if our members have outstanding pledges?
When does the calling program begin?
What if I think our chapter’s goal is too high?
What’s the process for sending donor acknowledgement letters?
What if a chapter member has questions about their giving?
March 3, 2015

54. Thank you from the AFP Foundation for Philanthropy!
Thank you for volunteering to serve your chapter and work with the AFP Foundation! Thank you for taking the time to participate in today’s webinar! Thank you for your annual gift to BE the CAUSE!
March 3, 2015