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 February 25, 20142

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. February 25, 20143

4. Foundation Purpose To generate the resources to fund strategic initiatives that advance ethical and effective fundraising worldwide: February 25, 20144 √ Education and training √ Career and leadership development √ Scholarships √ Professional tools √ Research

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 February 25, 20145

6. Foundation Staff Members 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 Staff Liaison to FDCs – general campaign information, questions about chapter tally reports and to share stories about your chapter’s programs/accomplishments. 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 For questions about member or chapter gifts and pledges For any other issues not addressed below Contacts for EMC Issues February 25, 20146

7. 2014: A Transition Year for the Every Member Campaign 1.We’re streamlining the process for you 2.You’ll be getting your 2013 allocation earlier in 2014 3.We’ll build a much stronger case for why AFP members should support our shared missions 4.We’re providing you with more tools, support and opportunities to customize your campaign February 25, 20147

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 February 25, 20148

9. Advancing Payment Timeframe February 25, 20149

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 February 25, 201410

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 February 25, 201411

12. 2014 Campaign Theme I give because… February 25, 201412 I want to give young professionals the same opportunities for leadership development that were available to me MarshallDC Metro Area

13. Campaign Name, Logo & Tagline February 25, 201413 Advance the noble profession of fundraising by giving to the AFP Foundation for Philanthropy.

14. Official Campaign Timeline Launch Date: March 23, 2014 AFP International Conference February 25, 201414 End Date: December 31, 2014

15. February 25, 201415 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. February 25, 201416

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 February 25, 201417

18. FDC Job Description Role: Foundation/Chapter Liaison Responsibilities: 1.Coordinate the Be the Cause Campaign 2.Present request for a Chapter Impact Campaign gift to board 3.Share stories about people and/or organizations served by key chapter programs 4.Make a personally meaningful gift to the annual campaign (Alpha Society) 5.Additional duties February 25, 201418

19. Be the Cause Campaign Tasks 1.Recruit members to serve on your chapter’s annual campaign committee; 2.Provide appropriate acknowledgment and recognition of donors at the chapter level; 3.Communicate the value of the campaign; 4.Educate chapter leaders and members about the activities of the Foundation; and 5.Implement the annual campaign. February 25, 201419

20. Campaign Implementation 1.Participate in establishing the chapter’s annual campaign goal; 2.Motivate individual members to increase participation; 3.Encourage chapter leaders to achieve 100% board participation; 4.Report to chapter leaders and members regularly on progress toward campaign goals; and 5.Check donor reports for accuracy. February 25, 201420

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 February 25, 201421

22. Important Dates & Deadlines Mar 14DeadlineFinalize 2014 Be the Cause Campaign goal for chapters—a collaborative effort between the U.S. Foundation and each chapter Apr 10WebinarFoundation Development Chairs’ Campaign Toolkit Webinar (2:00pm EST) Apr 18DeadlineSubmit 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 30DeadlineSubmit 100 Percent Chapter Board Participation Form February 25, 201422

23. Important Dates & Deadlines May 30DeadlineSubmit your chapter’s 2014 Be the Cause Campaign Implementation and Revenue Allocation Form and Chapter Impact Campaign Gift/Pledge Form to the Foundation Jun 17MeetingFoundation Development Chair’s Be the Cause Campaign Conference Call (2:00pm EST) Sep 11MeetingFoundation Development Chair’s Be the Cause Campaign Conference Call (2:00pm EST) Nov 13MeetingFoundation Development Chair’s Be the Cause Campaign Conference Call (2:00pm EST) Dec 31Deadline Deadline to reach your chapter’s 2014 Be the Cause Campaign goal February 25, 201423

24. Instructions to Access the Online Chapter Resource Guide Login to www.afpnet.org with your membership username and passwordwww.afpnet.org 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” February 25, 201424

25. Instructions to Access Chapter Tally Reports Go to www.afpnet.org and click on “Login”www.afpnet.org 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. February 25, 201425

26. Questions February 25, 201426 What’s the difference between the Be the Cause Campaign and the Chapter Impact Campaign? What if I think our chapter’s goal is too high? When will I have access to the Be the Cause toolkit? What’s the process for sending donor acknowledgement letters? How will I know if our members have outstanding pledges? Can non-AFP members give to the Be the Cause 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! February 25, 201427