AFP Membership Chair Conference Call

1. AFP Membership Chair Conference Call Friday, February 5, 2010

2. Welcome! • Thank you for joining us! • Today’s Agenda • “A Stronger Voice…A Stronger Profession” • Member and Chapter Services Department • Membership Processing and Chapter Reimbursements • AFP Online Membership Reporting System • Membership Planning, Goals and Membership Team • AFP Tools Available to Chapters • Questions?

3. Chapter Services Directors Val Lay – Central United States, Fla. and Ga. vlay@afpnet.org Pat Bjorhovde – Western United States, N.C., S.C. and Pa pbj@afpnet.org Rose Sandoval – Mexico and Puerto Rico rsandoval@afpnet.org Catherine Wemette, CAE – Va., Md., D.C., Del. and N.J. cwemette@afpnet.org Lori Gusdorf, CAE – N.Y., Conn., Mass, N.H. and R.I., Canada lgusdorf@afpnet.org Andrew Watt, FlnstF – Asia awatt@afpnet.org

4. Strategic Plan AFP’s 2007-2010 Strategic Plan can be found online here.

5. Strategic Plan Goals • AFP will develop more skilled, knowledgeable and ethical fundraising professionals • AFP will promote effective, ethical, accountable fundraising as both a recognized profession and as an essential component of philanthropy • AFP will advocate for public policy based on principles important to AFP and the fundraising profession • AFP will deliver optimal value to members • AFP will embrace and engage diverse individuals, groups and organizations within the fundraising profession. • AFP will increase its influence and presence worldwide

6. Chapter Incentive Program $20 for each net new Active member in 2009 Example: As of December 31, 2008 your chapter had 50 Active members. As of December 31, 2009 your chapter had 65 Active members. You’ll receive $300 dollars for that 15 member increase!

7. AFP Membership Growth

8. Renewed Member Survey • Professional training and development opportunities offered through AFP and my chapter (78.9 percent) • Networking at the local level (57.8 percent) • The AFP Code of Ethical Principles and Standards (44.9 percent) • AFP website as a resource for me in my fundraising position (42.7 percent) • Involvement at my local chapter (37.7 percent)

9. Lapsed Member Survey • Employer No Longer Pay (24.7%) • Economy (22%) • Did not find value (18.6%) • Left the Profession (8.5%) • 89.5% said they knew the membership stayed with them

10. Address Change

11. Recruitment and Retention Efforts • Installment Plan • Retention Emails • Comnet Telemarketing • 2 Year Discount • Lapsed Member Mailing • MGI • Joint Mailings • Chapter Conference Exhibits

12. Economic Toolkit: A Survival Kit for Fundraising in a Bad Economy   Ready Reference Guides Information Exchange Online Resource Center Electronic Advancing Philanthropy New Website Chapter activities Programming changes Networking

13. Importance of Membership Chair • Elevate status of profession • Recruitment • Retention • Increased awareness of AFP’s role in the profession

14. Marketing Plan • Target Markets • Professional Fundraisers • Nonprofit CEOs, board members, other leaders • College students • Foundations and other funders • Allied professionals in for-profit organizations • Media and general public • Regulatory and legislative bodies

15. Marketing Plan • AFP Marketing Plan can be found in the Chapter Resource Guide of the Member Gateway • Two New Categories • Business • Global e-membership Pilot Membership Category - Nonprofit Organizational Membership

16. Member and Chapter Services Department • Lori Gusdorf, CAE, Vice President, Membership and Chapter Services – lgusdorf@afpnet.org, x449 • Joe Roadarmel, Membership Manager – jroadarmel@afpnet.org x489 • Sawanna Foster, Member Services – sfoster@afpnet.org, x401 • Jennifer Watkins, Member Services – jwatkins@afpnet.org, x400 • Tiffany Oglesby, Member Services – toglesby@afpnet.org, x492 • Catherine Wemette, MPA, Director, Chapter Administration– cwemette@afpnet.org, x452 • Margie Bennett, Chapter Services – mbennett@afpnet.org, x487 • Erin Murphy, Chapter Services – emurphy@afpnet.org, x • Chapter Services Directors – Pat, Val, and Rose

17. PrintQ (www.afpprintq.com) Log in using your chapter code as your username AND password

18. More Tools for Chapters • Marketing Brochures • Top Ten Reasons to Join AFP • Case for Organization Support • The Case for Joining • Member Benefits Flyer

19. Current Membership Stats • As of December 31, 2009 • 28,266 members around the world • 6,799 new members in 2009 • 72% retention rate • More than 600 new member applications per month • More than 2,000 total membership payments per month

20. Current Membership Stats • Payments processed within 5 – 10 business days • Chapter Reimbursements disbursed monthly • Any Problems, please contact IHQ

21. AFP Information Central http://reports.afpnet.org Log in using your chapter code as your username and a unique password AFP provides for each chapter

23. Recruitment • Identify 2011 Goal • Look at it by Year • Number of Members • Estimate number who will lapse • Number of new members

24. Recruitment Strategies • Identify Top Ten Fundraisers in Community • Use Network to ask them to join

25. Membership Retention • Retention formula • Number of Members at a point in time • Subtract the number of new members for the past 12 months • Divide by the number of members at the same time one year ago

26. Membership Retention • Get members involved • Make them fee welcomed • May be different for new members versus those that have been members for a long time

27. AFP Tools for Chapters www.afpnet.org – inside the Member Gateway, click on Chapter Resources to find special resources for Membership Chairs

29. More Tools for Chapters • Recruitment – acquisition of new members to your chapter. • Retention – Keeping those members • Membership Recruitment and Retention Manual Online

30. More Tools for Chapters • Member Surveys • Your Chapter Services Director

31. Questions?

32. Thank you for your time and involvement!