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Eneid A. Francis Southern Area Director Monday, September 9, 2013 ~ 9:00 pm

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Page 1: Eneid A. Francisfiles.ctctcdn.com/7ffba80f101/076cd710-8ccf-47f1-a6a3-8d... · 2015. 8. 24. · All Non- Profits are required to file the Form 990 (990, 990EZ, 990N) Form must be

Eneid A. Francis

Southern Area DirectorMonday, September 9, 2013 ~ 9:00 pm

Page 2: Eneid A. Francisfiles.ctctcdn.com/7ffba80f101/076cd710-8ccf-47f1-a6a3-8d... · 2015. 8. 24. · All Non- Profits are required to file the Form 990 (990, 990EZ, 990N) Form must be
Page 3: Eneid A. Francisfiles.ctctcdn.com/7ffba80f101/076cd710-8ccf-47f1-a6a3-8d... · 2015. 8. 24. · All Non- Profits are required to file the Form 990 (990, 990EZ, 990N) Form must be

Tamara Young Lee

Southern Area Vice Director

Page 4: Eneid A. Francisfiles.ctctcdn.com/7ffba80f101/076cd710-8ccf-47f1-a6a3-8d... · 2015. 8. 24. · All Non- Profits are required to file the Form 990 (990, 990EZ, 990N) Form must be

Membership acknowledgment form

Alumna To Active Form

Platinum Member Recommendation

Voluntary Exit Interview Form

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Membership Acknowledgement Form

has been updated to reflect the conference/assembly attendance period appropriate for members being inducted in 2014.

All new members should complete the form online, after they have completed their orientation sessions, and send it to National Headquarters as instructed on the form. If your existing members choose to complete the form, please retain the form with your chapter records. Forms completed by existing members are not required to go to National Headquarters.

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Page 7: Eneid A. Francisfiles.ctctcdn.com/7ffba80f101/076cd710-8ccf-47f1-a6a3-8d... · 2015. 8. 24. · All Non- Profits are required to file the Form 990 (990, 990EZ, 990N) Form must be
Page 8: Eneid A. Francisfiles.ctctcdn.com/7ffba80f101/076cd710-8ccf-47f1-a6a3-8d... · 2015. 8. 24. · All Non- Profits are required to file the Form 990 (990, 990EZ, 990N) Form must be
Page 9: Eneid A. Francisfiles.ctctcdn.com/7ffba80f101/076cd710-8ccf-47f1-a6a3-8d... · 2015. 8. 24. · All Non- Profits are required to file the Form 990 (990, 990EZ, 990N) Form must be
Page 10: Eneid A. Francisfiles.ctctcdn.com/7ffba80f101/076cd710-8ccf-47f1-a6a3-8d... · 2015. 8. 24. · All Non- Profits are required to file the Form 990 (990, 990EZ, 990N) Form must be
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Page 12: Eneid A. Francisfiles.ctctcdn.com/7ffba80f101/076cd710-8ccf-47f1-a6a3-8d... · 2015. 8. 24. · All Non- Profits are required to file the Form 990 (990, 990EZ, 990N) Form must be

Exit Interview Form

the National membership team has developed an exit interview process for any member who submits an official letter of resignation from The Links, Incorporated.

Learn the reasons why a member may choose to separate from our organization

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All Membership Profile forms new and former members wishing to reinstate must be

completed online.

profiles will be transmitted electronically to the Area Directors and our National Headquarters staff.

For more information:

please access the webinar presented by the Technology Committee, located in the Members Only section of our National website.

voting for new members may begin as early as November.

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National Friendship Month

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November is National Friendship Month!

Please Email your friendship month Activities to southern area vice director Tamara Young

Lee by January 1, 2014

Email [email protected]

Copy National Vice President

Link Glenda Newell-Harris at [email protected]

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Membership Questions

Link Tamara Young Lee

[email protected]

[email protected]

Cell – (334) 421-0149

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Anne Turner Herriott

SOUTHERN AREA SECRETARY

[email protected]

305.624.0583

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Maintain Current Contact InformationExecutive Team and Chapter Presidents/Officers

Update Constant Contact Communication

Necrology Report

Necrology Details Within Your Chapter

Name, title, chapter, date of death, where to address condolences or memorials.

Training for Area or Local Chapters

Update the Secretary’s Toolkit

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1. Check your E-Mail Daily for Messages personal and Chapter! Catalog to avoid spam overload.

2. Constant Contact is the Area’s communication tool for announcements and updates. Delete individual messages, DO NOT CLICK “to discontinue these messages click here” OPT OUT.

3. Update MMIS on all changes in chapter profile, necrology and/or members status: e-mail, telephone, address, etc.

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DUE NOW: Chapter Profiles/Member Updates on MMISCONGRATULATIONS SOUTHERN AREA70 of 78 have uploaded some information!! Many

incomplete (sending message to Chapters after call)

On Necrology Reports (Notify Area)Name, title, chapter, date of death, where to address condolences or memorials.

Recording Secretary Webinar: TBA

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Janice Nelson

Southern Area Treasurer

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Discussion points

Contracts

Accounting to IRS

Bond Insurance

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ContractsIn order to minimize financial exposure to the links,

inc., all chapter contracts greater than $5,000 must be submitted for internal legal reviewSend contracts to the assigned legal affairs

representative via e-mail (Copy Area Director and Area Treasurer)A chapter president may execute a contract for $5,000

or less without approval of the area director, but in accordance with chapter by-lawsSouthern Area legal representatives:

A thru G – 39 Chapters - Link Sherri Blount Gray, [email protected] thru Z - 38 Chapters – Link Nichole Neal Walker, [email protected]

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All Non- Profits are required to file the Form 990 (990, 990EZ, 990N)

Form must be postmarked on or before September 15th

Mail or email a copy of the 990 form to National headquarters and area treasurer

Federal Penalties for failure to file: The Chapter may be charged $20 per day, up to 5% of the

gross receipts for the year

The Links, Incorporation will levy a penalty –currently, $100.00

IRS Form 990

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Chapters with annual gross receipts less than $50,000 or less may file form 990N (e-Postcard).

Chapters with annual gross receipts less than $200,000 may file form 990EZ

Chapters with annual gross receipts greater than $200,000 must file 990

Gross receipts are the total amount an organization received from all sources during its annual accounting period without subtracting any costs or expenses.

IRS form 990 requirements

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All Chapter Officers/Committee Chairs who handle funds are required to be named on the Bond Insurance Policy

Following Officers are required:

President, Vice President (If authorized signer on the checking account),Treasurer and financial Secretary

No less than two officers must be bonded.

Bond Insurance – Minimum is $5,000 for each position.

Bond Insurance Due to National headquarters by September 15th .

The bond insurance has been automated and all necessary forms are available on-line. Paper checks no longer accepted

Penalty for failing to file by September 15th is $500

Bond Insurance

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Cori B. Cooper

Southern Area Program Chair

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Area Facet Chairs

Program Team 2013-2015

Denise Cooper - National Trends and Services

Marguerite Archie-Hudson - Legislative Linkage

Yolanda Hill - Health and Human Services

Brenda T. Jamerson - Services to Youth

Kelley Bailey - Education Linkage

Beverly Matheney - The Arts

Sharlyn Smith - International Trends and Services

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Integrating Art in STEM

Online Toolkit

2 Planned Webinars

“STEAM” Toolkit; Program Reports

Key Communicators

ACTION Item: Send contact information (name and email address) for Program and Facet Chairs in an MS Excel file by September 16th at 5:00 pm CST to [email protected]

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Programming Link Up

Email from National dated August 28, 2013

Chapter Program Chair should complete online form (one per chapter)

Due September 30, 2013

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Linkages to Life/Education Linkage

HBCU Bone Marrow Drive Initiative

Be The Match Registry

Contact local HBCUs

Schedule 2 drives between September 2013 and April 30, 2014

Submit form to HHS Area Chair, Yolanda Hill, [email protected]

by September 13th at 5:00 PM CST

Page 34: Eneid A. Francisfiles.ctctcdn.com/7ffba80f101/076cd710-8ccf-47f1-a6a3-8d... · 2015. 8. 24. · All Non- Profits are required to file the Form 990 (990, 990EZ, 990N) Form must be

Kimberly Sweet

Southern Area Archivist

Page 35: Eneid A. Francisfiles.ctctcdn.com/7ffba80f101/076cd710-8ccf-47f1-a6a3-8d... · 2015. 8. 24. · All Non- Profits are required to file the Form 990 (990, 990EZ, 990N) Form must be

The Southern Area of The Links, Incorporated

Archives and History Committee

Let’s Get Our

Archival Houses

In Order!

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Archives and History

Mission:

Review, organize, collect, document

and archive The Links, Incorporated’s history.

Vision:

Increase the knowledge, appreciation and understanding of The Links, Incorporated’s history, its connection to African American History over six plus decades, who we are

today and who we will become in the future.

36

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The Links, Incorporated4th Edition History Book

*New History Book – Manuscript Due – October, 2013

*352 Pages, 500 Color/Black and White Pictures

*Type – Social History

*Compare/Contrast Link History and Black American

History

*Methodology – Document by Decade

*Link Sub-Committees

*Philadelphia Team

*Each Area Has Chapter and Pictures

37

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Legacy Keeper Documents1) Legacy Keeper Fact Sheet – Complete “ONE TIME”

2) Chapter Annual Profile Report

3) Chapter Scorecard

All Due to Southern Area Archivist – May 15

Please Complete This Report

Documents Located - Links Website

38

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Archives and HistoryDocuments needed for Legacy Keeper Report

*Chapter History

*Membership Roster

*Current Program Summary

*Chapter Archives and History Mission Statement

*Copy of Chapter Bylaws (stating Archives and History is a standing committee)

*Annual Legacy Keeper Profile

*Agreement with a Repository

*Legacy Keeper Score Card

39

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Chapter History By Decade

*Start with the decade within which your chapter was chartered

*What need did the chapter intend to meet in its community and service area?

*How did chapter programs, service and events respond to need each decade?

*What honors, awards and recognition did members and the chapter receive each decade?

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Capturing Chapter History Today

*Update Chapter history each year reflecting changes in membership, administrations and community service

*Collect, organize and preserve relevant photos, records and documents

*Scan hard copies of photos, news clippings, certificates to supplement narratives

*Hard copy for files, backup hard drive information to flash drive, upload to online storage

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What’s Ahead for Southern Area Archives?

*We continue our search for a permanent home for our physical archives

*We continue to solicit relevant documents for our collection

*We seek 100% participation from our chapters in reports, as well as current history and current photo submissions

*We aim to offer online access to some documents

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Selma Robinson Ayers

Ethics and Standards

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+

Link Nona C. Jones

Gainesville (FL) Chapter

Southern Area Protocol Chair

Contact InformationEmail: [email protected]

Phone: 352-262-8158

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Karen Dyer

Leadership Development

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Leadership Development

The mission of the Leadership Development Committee is to enhance

leadership skills and capabilities of Area and Chapter officers, those

aspiring to leadership roles, as well as other members as they work to increase friendship and service throughout the Southern Area of The Links, Incorporated.

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Leadership DevelopmentUsing venues such as the Southern Area Conference, the Southern Area Leadership Conference, Advantage on-line newsletter, webinars, individual Chapter workshops, and other member supports…

Provide current Chapter officers, aspiring Chapter officers, and members strategies and tools to assist them in enhancing leadership capabilities

Focus on Chapter Succession Planning

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Leadership Development

Provide Chapter leaders with supports they need to help them capitalize on the gifts of membership diversity, generational differences, and learning style preferences thus enabling all members to be actively engaged in Chapter friendship and service activities.

Provide on-going tips for effective chapter, executive, and committee meetings.

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Faye Hargrove

Organizational Effectiveness Chair

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Mission of Organization Effectiveness

The mission of Organizational Effectiveness is to provide Chapter development

assistance and training to strengthen Chapters in the Southern Area of

The Links, Incorporated.

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Ways I can help

Assistance with Conflict resolution

Offer Friendship Training

Facilitate Chapter Retreats

Assist with Chapter development/functioning issues and strategic planning

Provide information through articles in the Advantage

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Link Faye Hargrove

Organizational Effectiveness Chair

Contact information

706-364-4230 (O)

706-840-5360 (C)

[email protected]

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Juanda Maxwell

Southern Area Rituals Chair

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Ritualsare very important to the

structure of The Links, Incorporated

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Each Chapter should have a

Rituals Chair appointed with access to the necessary tools

to carry out her function.

We recommend that all chapters start the chapter year with the “Ceremony of

Friendship” and in November, use the “Founders’ Day Ceremony” in your Rituals

Manual.

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Additional Ceremony

Members that achieve Alumna status should be recognized by

the Chapter with the

“Ceremony for Alumna members”

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Recommended Tool Kit Five pronged candelabra and a one candle holder (silver or crystal) Box of fourteen inch cathedral candles Bible (white) Three large links connected (Hardware store of silver or gold) Box of six inch candles or pen lights (for the number of members in

each chapter) Candle sniffer Candle lighter Music named in the Manual CD player or music sheets as needed Copies of rituals as needed White table cloth of linen and a white shirt Crystal vases (one large and small) Remember to order flowers and ferns as needed

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Sylvia Perry

Chair, Communications

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o The Advantage

o Update and rerelease of The Green Pages

o Present an Area wide webinar on October , 24, 2013 9 p.m.

o Coordinate and produce a Best Practices for Chapter Officers

o Produce a tool kit for chapter CPR chairs.

2013-2015 Goals

Sylvia Perry, ChairBold City (FL)

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The Southern Area’s Communications Team is here for you!

Tammy ReedDade County (FL)

Region 3Georgia and NC

[email protected]

Natille DuncanJackson (MS)

Region 2MS, LA, AL & Bahamas

[email protected]

Joy WallaceSt. Petersburg (FL)

Region 1Florida & S.C.Region1com

@salinksinc.org

Kenyonn DempsJacksonville (FL)

Chair, Special Projects

Cristal ColeGreater Miami (FL)

Co-Chair, Special Projects

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Green Pages

-Entries and updating will begin November1st via the Southern Area website.

-Located permanently on the Southern Areawebsite.

-Chapters and members are encouraged toutilize the Green Page and place “Links First”when seeking resources in and out ofLinkdom.

The Southern Area’s online resource directory!

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1. The next Advantage deadline will be October 10, 2013. Regional Chairs will be sending out reminders. Newsmaker Award tallies will begin with this issue.

2. Your Southern Area team is here for you.From assistance with press releases to proofing your external documents and conducting sisterhood enhancing communication workshops, for your chapter – contact your Regional Chair for more information.

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LINKEDNeeds You!

-Book Authors- Stellar friendship activities

Activities that embody friendship in creatively unique and unexpected ways.

Please submit a summary report including photos of either or both requests to [email protected] by September 12, 2013.

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Southern AreaCommunications 2013-2015

◊ Overview of our operations program year which includes the

upcoming Webinar on October 24th, producing the Officer’s BestPractices, updating the Green Pages and creating a toolkit forchapter CPR chairs.

◊ Meet the Southern Area’s Communications Team. Divided by

regions, they are your direct link to personalized attention toSouthern Area communication.

◊ The Green pages will be accepting additions and revised

beginning November 1st via the Southern Area website.

◊ Reviewed Advantage deadlines and submission guidelines.

◊ Upcoming spotlight opportunity in national’s Linked Magazine

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TECHNOLOGY

•The Southern Area will be debuting an all new website in October. From there

chapters and members will be able to get the latest program and operations

information, find out about upcoming events and access internal Southern Area

documents.

• An effort to assist all Southern Area chapters to become technologically

compliant is being encouraged by the administration. For chapters wishing to

establish a basic site, or make a change, a rate of $500 has been negotiated for

the development of a chapter website to include a maintenance tutorial, members

only section, program and operations, photos and more. After the first year, the

rate will be $100 a year. Please email [email protected] for more

information.

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Sharon Reed

Southern Area Parliamentarian

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Bessie A. IsomGreater Mobile (AL) Chapter

Southern Area Representative The Links Foundation, Incorporated

and Southern Area Chair

$1,000 from 1,000 Endowment Campaign

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The Links, Incorporated

National Leadership Summit

The price of Leadership… And What It Takes

October 17 – 19, 2013

National Harbor, Maryland

Registration Deadline: September 18, 2013

Registration Fee: $375.00

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$1,000 from 1,000

ENDOWMENT CAMPAIGN

Make your gift today! No gift is too small. And, don’t miss out on the opportunity to have your name

listed in the 4th edition of The History of The Links, Incorporated.

The names of donors contributing $1,000 or more to the campaign by September 30, 2013 will be listed in

the history book.

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JOIN ONE OF THE DONOR CIRCLES!

FOUNDERS CIRCLE $1,000 LEADERSHIP CIRCLE $5,000

HUMANITARIAN CIRCLE $10,000LEGACY BUILDER CIRCLE $25,000LEGACY KEEPER CIRCLE $50,000

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SOUTHERN AREA UPDATES

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UPDATE: Link Julia Brogdon Purnell

Julia B. Purnell Trust CASECUPO Box 22158

Lansing, MI 48909CASECU Capital Area School Employees Credit Union

Address to send cards to:

Julia Brogdon Purnell6835 Lansdown DriveDimondale, MI 4882

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Thank You for Your Participation

First Monday Presidents Exchange