Chapter Campaign Toolkit WebinChapter Campaign Toolkit Webinar

Presented by: Diane LaVigna, CFRE, Director of Annual Giving

AFP Foundation for Philanthropydlavigna@afpnet.org , 703-519-8446

April 9, 2014

Q: What is BE the CAUSE?

• Individual Giving Program• Formerly Every Member Campaign• Different program from Chapter Impact

Campaign (formerly Chapter Treasury)

New Website AddressesNew Website Addresses

BE the CAUSE Campaign WebsiteFor members & general public

www.afpfoundation.org/bethecauseor ww.afpfoundation.org

BE the CAUSE ToolkitChapter Campaign Resources

For chapter leaderswww.afpfoundation.org/toolkit

Foundation Info on AFP Websitewww.afpnet.org

• General info for members and the public

• Login with personal AFP membership username & password for chapter resources.

• Login with chapter username & password for campaign tally report.

Online GivingOnline Giving

www.afpfoundation.org/bethecausewww.afpfoundation.org/bethecause

HomeHome

Why GiveWhy Give

Why GiveWhy Give

InfographicInfographic

Donate NowDonate Now

One Click Online Donation PageOne Click Online Donation Page

Donor Acknowledgement PolicDonor 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.

LEARN MORE > Links to AFP Foundations page of www.afpnet.org

www.afpfoundation/toolkitwww.afpfoundation/toolkit

STEP 1:

Campaign Implementation Plan & Revenue Allocation Agreement Form

Deadline: May 30, 2014

Replaces the Chapter Partnership Grant Application Form

Anticipated Usage of Campaign Resources•Put a check mark next to the resources you think you may use throughout the year•Enter month(s) in which you may use them

Examples:X Tent Cards May, Sep, NovX Solicitation Letters April, Oct

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 • Modifying script to take address fact that callers

are contacting fundraisers• Chapters can remove donors or members from

the calling list

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 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 2014 annual report

New Donor Recognition Levels

$25,000+ Chairman’s Club $10,000-$24,999 Investors’ Club$5,000-$9,999 Founders' Club$2,500-$4,999 Steward’s Club $1,000-$2,499 President’s Club $500-$999 Ambassador’s Club - Emerald$250-$499 Ambassador’s Club - Ruby$100-$249 Ambassador’s Club -SapphireUp to $99 Friends of the Foundation

Accessing Chapter Tally Report

• Login to www.afpnet.org with chapter username and password, CHAPTERCODEFDC, (same entry for username and password; all in caps; case sensitive).

• At the top of the screen, click on “My AFP Profile.”• Scroll down to Foundation Development Chair Reports and 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 report doesn’t appear, be sure to allow popups or disable popup blockers. NOTE: each browser has a different method for disabling popups.

Accessing Online Chapter Resource Guide

• Login to www.afpnet.org with 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” in the

right-hand column under “Chapter Leader Resources”

Dates & Deadlines

If you have not yet finalized your chapter’s 2014 goal – please do so ASAP.

If we don’t hear from you by April 30, we will record the proposed goal as your official chapter goal.

Dates & Deadlines

Apr 30 Deadline Submit 2014 100 Percent Chapter Board Participation Form (U.S. and Canadian Chapters)

May 30 Deadline Submit 2014 Campaign Implementation & Revenue Allocation Form

& Chapter Impact Campaign Gift/Pledge Form (U.S. Chapters) Jun 17 Meeting BE the CAUSE Campaign Conference Call (2:00pm EST) Sep 11 Meeting BE the CAUSE Campaign Conference Call (2:00pm EST) Nov 13 Meeting BE the CAUSE Campaign Conference Call (2:00pm EST) Dec 31 Deadline Wrap up 2014 BE the CAUSE Campaign

Chapter Impact CampaignChapter Impact Campaign

• Formerly Chapter Treasury Campaign • Chapter-directed giving in 2014– Choose among three options• Capacity Building • Research• Professional Education & Career Development

Thank you, thank you, thank you

You are the best of the best; fundraisers who are also

volunteers and philanthropists!