Embed Size (px)
Citation preview
Member Newsletter Summer 2013
2013 Board
President Glenna Parris Resource Development Director Helping People Succeed, Inc.
President Elect Lucy Corley Development Director United Way of Martin County
Treasurer Karen Rodgers Stuart, Florida
Secretary Melanie Forget Director of Development Indian River State College Foundation
Vice-President Education Richard Gabel Executive Director Arts & Cultural Alliance of St. Lucie County
Vice-President Membership Gigi Suntum Executive Director Caring Children, Clothing Children
Vice-President Communications Judy Jones Public Relations/.Volunteer Coordinator The Salvation Army of Martin County
Immediate Past President Cecelia De Filippis Director of Donor Relations Habitat for Humanity of Martin County
OFFICERS
Foundation Development Chair R. Victor Trense II Stuart, Florida
Certification Chair Robin Hick-Connors, CFRE Chief Philanthropic Officer The Council on Aging at the Kane Center
Planet Philanthropy/ FL Caucus Representative Suzanne Horstman, FAHP Executive Director The Library Foundation of Martin County
The summer is almost over. Kids are anxious and
excited to get back to school. Last minute vacations are
being planned. And it is hot here on the Treasure Coast.
And I am not just referring to the temperature…
The board of our Treasure Coast Chapter, along with
dedicated AFP members, are making “hot” plans for the
remainder of the calendar year.
Before we go any further, please be sure you have these
two important events on your calendar – Sweet Charity to
be held on September 26 and National Philanthropy Day
Awards & Reception on November 21. Specific details are
listed in this newsletter.
I want to talk a little bit about National Philanthropy Day. First of all – my
heartfelt thanks to the AFP board that has stepped up to plate and is the actual
planning committee for the event. Nomination deadlines were last week and
we had 22 nominations submitted! Thanks to each one of you who took the time
to recognize that special individual, organization or corporation who is
philanthropic to your charity. This is a wonderful opportunity to say “thank
you”. And I am a true believer in that they are considered to be a winner just by
being nominated. The committee is now working on securing sponsorships.
Please visit our website as all of the sponsorship opportunities are posted. This is
our one major fundraising event of the year and whatever money we raise goes
directly back into the chapter; which, in turn – will benefit each one of you
through scholarships and continued education.
Congrats to the planning committee of Sweet Charity. The tagline for this
educational workshop is “The Impact of Legacy Leadership.” Partnering with
Treasure Coast Planned Giving Council and Indian River State College
Foundation, they have a great afternoon planned for us. Look for postings on
Facebook and be sure to visit the AFP website as you will not receive a paper
invitation in the mail. The committee is going green!
When I was installed as president in December of last year – I had no idea what
a gratifying position this would be. I themed the year – Putting Our Passion Into
Action – and what a passion it has been. I have never been so proud, as I am
today, to have the honor to work with so many wonderful, beautiful and caring
people. You all are just terrific. And for that, I applaud you!
AFP Treasure Coast President,
Glenna Parris, Resource Development
Director of Helping People Succeed
“We are a community of people that are proud to abide by the AFP Code of Ethical Principles and
Standards of Professional Practice. It is through this strong dedication to ethical fundraising that the
profession can ensure public trust and confidence in the organizations that donors support.”
From the President
Save the Date!
National Philanthropy Day® (NPD)
- A TIME TO SAY “THANK YOU” -
and a time to recognize those
that have helped to make our
community a better place to live.
Without the help of these unsung
heroes, community philanthropists,
organizations and businesses, the
Martin and St. Lucie County area
would surely suffer.
National Philanthropy Day®
(NPD) is a special day set aside to
recognize the great contributions
of philanthropy – and those people
active in the philanthropic
community – to the enrichment of
our world. NPD provides an
opportunity to reflect on the meaning of giving and all
that it has made possible. First held in 1986, the event
celebrates the endless daily contributions individuals,
corporations and organizations across the world make to
countless causes and missions. The event is coordinated
by local chapters of AFP and held anytime in Novem-
ber. Through NPD, participants are able to show
appreciation for all that has been accomplished in the
name of giving, as well as show there is still more to do.
The Treasure Coast chapter
held its first NPD event in
1995. We hold the event close
to the 15th of November to
honor those who have
contributed to the betterment of
the Martin and St. Lucie County
community through their
contributions to the non-profit
organizations.
This year, the format of the
Treasure Coast’s National
Philanthropy Day has been
changed. We will recognize
the award winners during a
reception at The Kane Center
on November 21st. Prior to the
open reception and awards, there will be a private “green
room” reception for the award recipients and all
nominees. Tickets are $60 each and can be purchased in
advance on our website. Table sponsors are also
available at $750 (10 tickets).
www.afptreasurecoast.org
* list current as of press time, August 8, 2013
SPECIAL THANKS TO OUR SPONSORS*
PRESENTING SPONSOR
Bank of America
UNSUNG HERO AWARD
Lesser Lesser Landy & Smith
INDIVIDUAL PHILANTHROPIST AWARD
Martin Health System Foundation
OUTSTANDING VOLUNTEER
FUNDRAISER AWARD
Mr. David Smythe
MEDIA SPONSOR
Scripps
Calling all fundraising, Board members, agency volunteers and planned giving professionals—whether you’ve been “in the field” for a year or for 25 years, AFP Treasure Coast and the Treasure Coast Planned Giving Council have an educational opportunity you won’t want to miss.
Sweet Charity is sure to be the premiere planned giving workshop of the year. Scheduled for Thursday, September 26, 2013 at Indian River State College’s Stuart Chastain Campus, the workshop runs from 1:00—5:00 p.m., followed by a cocktail reception.
Headlining the workshop is Richard Lehrman. Richard specializes in trust and estate planning and administration, charitable planned
giving, business succession and structuring a family’s wealth to perpetuate their legacy. He is the author of Plan, Protect and Preserve Your Estate.
Following the keynote session there will be two tracks. For the new professional or those thinking about breaking into the field, Dr. Tom Deiters, Vice President of Comerica
Charitable Services will discuss “Planned Giving: When That Is Not All You Do.” The second track is for the more seasoned professionals and will feature Steve Higgins, CFRE and Vice President of Bob Carter Companies, Fundraising Consultants. He was formerly with Ketchum and Company. He will discuss “Planned Giving: Managing UP.”
The workshop will conclude with a panel discussion, “The Secret Life of a Board Chair.” The panel will fea-ture Marsha Thompson, retired business and management professor from Indian River State College and current chair of the United Way of St. Lucie County; and Leo Clancy, former Board chair of the United Way of Martin County and the Martin County Library Foundation.
Join us September 26th to Discuss The
Impact of Legacy Leadership
“Sweet Charity” to be a half-day training session for fundraising professionals, Board members and volunteers.
Richard Lehrman, Keynote Speaker
“Beyond Bingo, Bake Sales & Begging:
Bringing Bequests to Your Bottom Line”
Call or go online today to make your reservations!
772-285-3468
www.afptreasurecoast.org
Special Thanks to the planning committee:
Cecelia De Fillipis Melanie Forget Richard Gabel
Lisa Marie Michener Ron Quinlan
Karen Rodgers
And to Comerica, our reception Sponsor!
Words from your colleagues about their time at Planet Philanthropy!
From Cecelia De Filippis, AFP Treasure Coast Past
President and Director of Donor Relations for Martin
County Habitat for Humanity
Inspiring, educational, entertaining and exhausting
are just a few adjectives describing my 4-day
experience. The weekend was on my own time as
I study and prepare to take my CFRE exam
(hopefully, within the next 12 months).
I experienced two full days of study, with the best of
the best in our profession, very stimulating to the
mind. The prep course was generously taught by
Janet Ginn, CFRE an immediate past member of the
CFRE National Board and past chair of the Exam
Committee. When it is time to take your exam, take ad-
vantage of her course if made available, well worth it.
I was so psyched for the conference, I attended every
hour of available courses – my focus was on planned
giving and donor relations. Extreme engagement of
donors and volunteers leads to major and mega gifts
and naturally flows into legacy giving if we perform
our jobs to their greatest ethical and compassionate
capacity.
There were many highlights: excellent instructors
and content; dynamic guest speakers such as Karen
Osborne; Rick Goings, Chairman and CEO of Tup-
perware and national board member for Boys & Girls
Clubs of America; Bob Carter of Carter Companies
and the National AFP President. The Transforma-
tional Partnership topic conducted by local CEO,
CDO and Board Chairs in the area was full of new
trend information and expectations of businesses and
foundations aiding development professionals as they
seek grants.
Information obtained at this level is a bonus of our
profession and one that we are blessed to have at our
fingertips. There is always room to learn and you
should always “sharpen your saw” to stay your best.
From Suzanne Horstman, Chapter Administrator and
Executive Director of the Library Foundation of
Martin County
Why Don’t Board Members Do What They’re
Supposed to Do? In a breakout session led by Hardy Smith, fundraisers
learned how to examine Board participation from the
perspective of the Board member. Most often Board
Members join the organization to make an impact
(resumé building aside). When a Board member is
not participating up to expectations, it is best to ask
questions before condemning: Is the reason for the
member’s involvement still relevant (compared to
when s/he was recruited)? Is the member’s participa-
tion set up for success? Is this Board service a priority
with the Board member? Does the culture of the
Board encourage feedback in the member’s area of
expertise? Is a round peg being forced into a square
hole?
Passion to further a cause DEAR TO THE BOARD
MEMBER will usually motivate someone to say
“yes” when asked to join the Board. Savvy organiza-
tions will always ask “what role do you want?” and
then create a rewarding mutually beneficial experi-
ence for the Board member.
To receive a copy of the White Paper accompanying
this presentation, contact
Members engage at a recent Planet Philanthropy session
And more words from your colleagues
From Joanne Towner, CFRE, Director, Individual
Giving, Boys & Girls Club of America
Women and Philanthropy
Planet Philanthropy 2013 was outstanding; one of the most professional and engaging conferences I’ve had the pleasure to attend. For me, Karen Osborne is always the star as she continues sharing her dynamic, motivating and engaging message of philanthropy. I was fascinated by the inspirational and insightful Rick Goings, Chairman and CEO of Tupperware as well as a Governor of Boys & Girls Clubs of America (my employer) and gained a greater understanding of the power of volunteer commitment and passion on the evolution, growth and success of a non-profit mission.
My goal was to increase my knowledge and understanding of women’s giving and wonderful resources. Fem-anthropy: Supersizing Your Fundraising Efforts presented by Dee Vandeventer, CFRE addressed the growing focus and attention on women’s philanthropy. Her case studies examined the psychology behind women’s giving through the ages, pertinent research, the challenges of integrat-ing the concept to a dominant male board, and how a women’s giving program can have an impact on overall advancement efforts. Laura Breese, CFRE and Donna Dunio facilitated another discussion on Women in Philanthropy, sharing their experiences and knowledge of why organizations must focus fundraising efforts on women and the power of women influencing your development plan; both provided excellent resources in this area of philanthropy. Pay Attention to the Women!
Do your fundraising strategies include women? If not, you may want to rethink your strategy. Women have become a driving force behind fundraising as nearly half of the wealthiest individuals in the United States are women.
Women donate on average twice as much to charity as men and make three times as many contributions. They primarily support charities with a focus on children in need, education, health and other women-related causes. Primary motivators for women are: change, create, commit, connect, collaborate and celebrate.
63% of our nation's capital is held by women.
Women often hold the wealth in the family, and often drive the gift.
Women are more generous than men. A recent study by the Center on Philanthropy at Indiana University found for every $100 men gave, women in the same economic circumstance gave $258.
Women make 85% of the consumer decisions.
Women make 80% of healthcare decisions.
Women make 92% of vacation decisions.
2 out of 5 business owners are women.
Women live an average of 5 years longer than men.
Women inherit 70% of all estates.
Women desire deeper communication, a great-er efficiency and effect, the want to know the im-pact of the support, are more likely to stop giving if not properly stewarded and view volunteering as an important part of their involvement/investment.
For more information on this subject visit the Women's Philanthropy Institute at Indiana University Lilly School of Philanthropy.
August 21
How to Incorporate Online Giving into Your Annual
Fund . . . And Track It.
September 25
Online Strategies, Tools & Trade Secrets Part 2
October 10
Annual Fund and Major Gifts Partnerships
November 7
Effective Campaigns: Design, Content and
Delivery of Email Campaigns
December 11
Accountability and Ethics Can Make or Break
Your Organization
DID YOU KNOW:
Full participation in any AFP Webinar is applicable for 1.5 credit hours in Category 1.B – Education of the
CFRE International application for initial certification
and/or recertification.
MORE EDUCATIONAL OPPORTUNITIES: WEBINAR SCHEDULE All webinars are held at two locations for your convenience: At the Indian
River State College Chastain campus in Stuart and at the Indian River State
College campus in Ft. Pierce. Webinars are free for AFP members and $25
for non-members. More info online at www.afptreasurecoast.org.
OCTOBER 17, 2013
Hosted by
Indian River State College Foundation
8:30—9:30 a.m.
At the new STEM Center at the Pruitt
Campus in St. Lucie West
More details to follow
Please visit our Job Bank on our Web site (www.afptreasurecoast.org)! And
remember, Members get news on new job announcements via email!
An informal gathering to allow members and non-members an opportunity to network,
hosted by an AFP member agency. It’s fun—and we hope you’ll join us October 17th!
AFP: Unplugged Proves Popular with
Both New and Seasoned
Development Professionals
Cecelia De Filippis, Immediate Past
President of AFP Treasure Coast and
Director of Donor Relations for Habitat for
Humanity of Martin County, was among
the first AFP members to host an
“Unplugged” event. With the topic of
“How to Promote Your Organization” and
a tour of the Habitat facility, Cecelia noted
that “a picture is worth 1000 words. And
if you can get a group to see, feel and touch
you mission, it has a lasting impression.”
She added that the newer development
professionals really seemed to appreciate
the smaller setting where they could ask
questions and participate in an open
discussion.
The experts have spoken: the percent of charity expenses that goes to
administrative costs—commonly referred to as “overhead”—is a
poor measure of a charity’s performance.
JOIN US to end the Overhead Myth and start supporting
nonprofit INVESTMENTS IN sustainability and success.
Is it Time to End the Overhead Myth?
- A Guidestar Initiative to Improve Donor Choice
It is incredible that this great
letter was signed by the three
top watchdog organizations that
keep tabs on not-for-profit
charitable organizations across
the country. The fact that they
are saying collectively that
under-investment in overhead
creates “nonprofit starvation
cycle” is one of the most
important messages of our
time. - from Dorothy A. Allen,
FAHP, Vice President & Chief
Philanthropy Officer,
Treasure Coast
Hospice
In a historic move, the leaders of the country’s three leading
sources of information on nonprofits – GuideStar, Charity
Navigator, and BBB Wise Giving Alliance – penned an open
letter to the donors of America denouncing the “overhead ratio”
as a valid indicator of nonprofit performance.
The letter, signed by all three organization’s CEOs, marks
the beginning of a campaign to correct the common
misconception that the percentage of charity’s expenses that go
to administrative and fundraising costs—commonly referred to
as “overhead”—is, on its own, an appropriate metric to evaluate
when assessing a charity’s worthiness and efficiency. The non-
profit sector, which all three organizations provide information
to and about, has too often erroneously focused on overhead
over the past few decades, which has starved nonprofits from
investing in themselves as enterprises and created what
the Stanford Social Innovation Review calls, “The Nonprofit
Starvation Cycle.”
We need your help in eradicating the Overhead Myth once and for all. In doing so, we will help to ensure
that nonprofits have the resources to invest their own sustainability and success!
For more information and to read the letter in full, please visit www.overheadmyth.com
Don’t forget to find us and like us on Facebook!
SAVE THE DATE—
FOR OUR HOLIDAY PARTY AND OFFICER INSTALLATION!
Thursday, December 12, 2013
at Helping People Succeed
1100 S. Federal Hwy., Stuart
5:15 p.m.
Your Help is Needed to Grow Our Membership
We need to grow!!!!!!! Please take a minute to share the
value of AFP with a colleague or friend. Share this newsletter and
tell them to check us out! We do have a variety of membership
scholarships available as well as a special membership rate of
$150 for small nonprofit organizations. Please check our Web
site (www.afptreasurecoast.org) for more details!
NEWSFLASH!
The Martin County Estate
Planning Council has just
opened membership to include
CFRE’s.
Are you ready to become a CFRE
yet?? Contact Robin Hicks-
Connors, CFRE at
