APPLICATION GUIDELINES AND INSTRUCTIONS

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APPLICATION GUIDELINES AND INSTRUCTIONS 1. Entries for all award categories can be submitted between Wednesday, January 20, 2016 and must be received by 5 PM, Tuesday, May 31, 2016. Please do not anticipate a deadline extension. Nominations may be submitted starting Friday, April 17th to the Association of Fundraising Professionals, Greater Houston Chapter (AFP) offices. 2. All entries must be submitted in a single electronic PDF file and must be emailed to the AFP office no later than 5 PM, Tuesday, May 31, 2016. You may send the file with a "Read Receipt" option. The AFP office will email you a confirmation notice upon receipt of the application. 3. Narratives should be no more than three (3) pages, single-spaced (12 point font with 1 inch margins). Using narrative form, enumerate each criterion and address each one separately in the order requested. Narratives should contain complete and concise answers to criteria. Entries will be judged on the responses to the criteria. Nominating organizations are encouraged to include the nominee in the process of developing the narrative so that the broad scope of their philanthropy is represented. 4. Two (2) letters of recommendation from other organizations are required and must be included in the PDF file. For outstanding fundraising program awards, volunteers and/or donors can provide letters of support. 5. Hard-copies of collateral materials such as annual reports, invitation samples and brochures will not be accepted. No more than four (4) pages of supporting documents are allowed, not including letters of recommendation. NOTE: Bound documents, i.e. invitation or brochure, count as one (1) page. No videos will be accepted. All supporting documents should be scanned and included in the pdf file. Supporting documents that exceed four (4) pages will not be included in the packets presented to the judges for consideration. 6. Applications are the responsibility of the nominating organization; incomplete applications will not be considered. Individuals and organizations will receive their awards at the National Philanthropy Day luncheon on November 17, 2016. HONOREES MUST BE PRESENT TO RECEIVE THE AWARD. Before nominating individuals, please confirm they will accept an award, if chosen, and that they will attend the luncheon. Honorees will be notified in mid-july and may be announced as early as late July. 7. Deceased individuals must have been alive on May 31, 2016 to be eligible for nomination for the 2016 awards. 8. A re-nomination letter will be sent to all nominating organizations from 2015. Organizations, who wish to have their 2015 application considered, must provide a brief letter updating any important information for the current year in order for the nomination to be considered. 9. The Outstanding Fund Raising Executive of the Year Award and the M. Anne Murphy Award may be presented at the September Chapter dinner or at the NPD luncheon. Honoree must be present to receive the award. 1 of 7

10. Individuals serving as Chair and Co-chair on the Awards Committee cannot be nominated for the Byron Welch Lifetime Achievement or Outstanding Fund Raising Executive of the Year awards. Additionally, to avoid conflicts of interest among the judges, members of the Award Selection Committees will not be assigned to categories until after the application deadline passes. APPLICATION SUBMISSION INSTRUCTIONS: BY EMAIL ONLY admin@afphouston.org Receipt of all entries will be acknowledged via email. If you do not receive an email confirming receipt, please contact Rike Hass at admin@afphouston.org or 713-266-2800 PRIOR to the deadline date. QUESTIONS: Any questions regarding nominations should be directed to Peggy Haney (713.512.3436, phaney@ehshouston.org), who will be happy to assist you. 2 of 7

APPLICATION FORM (THIS FORM SHOULD BE THE FIRST PAGE OF THE PDF SUBMISSION*) Award Category: Nominee s Name: Associated with (firm or organization): Contact Person: Position: Mailing Address: City: State: Zip Code: Phone: Fax: Email: Website: Nominator s Name: Position: **Nomination Facilitator Name: Position: Associated with (firm / organization): Mailing Address: City: State: Zip Code: Phone: Fax: Email: * Enumerate each criterion and address each one in narrative form using no more than three (3) pages, single-spaced (12 point font with 1 inch margins). ** This is usually the development professional facilitating the nomination. This person will be the host from the nominating organization for the award winner and will be the main point of contact for the winner. 3 of 7

AWARD CATEGORIES (CRITERIA ASSOCIATED WITH EACH AWARD MUST BE ADDRESSED) Enumerate each criterion and address each one in narrative form using no more than three (3) pages, single-spaced (12 point font with 1 inch margins). 1. MAURICE HIRSCH AWARD FOR PHILANTHROPY This award is the highest recognition and honor to an individual donor or family by the Greater Houston Chapter. Awarded to an individual or family with a proven record of exceptional generosity who, through direct financial support, demonstrates outstanding civic and charitable responsibility and whose generosity encourages others to take philanthropic leadership roles in the community. For EACH organization/cause supported by the nominee, describe (1) the gifts provided, (2) additional participation and (3) IMPACT of the nominee s gift and work on the organization s ability to provide programs and services. (0-65 points) Description of the innovation/creativity/leadership in the causes the nominee supported, how issues were addressed or solved and/or how the funds were raised. (0-10 points) Description of the nominee s work in encouraging and motivating others to get involved with and/or take leadership roles in philanthropy (i.e. challenge gifts, matching gifts, volunteering, etc.). (0-25 points) This award is only given once to any particular recipient. 2. OUTSTANDING PHILANTHROPIC FOUNDATION This award honors a private foundation that demonstrates outstanding commitment through financial support, innovation, encouragement and motivation of others to take leadership roles in philanthropy and/or community involvement. For each major program area/cause/initiative, provide description of the nominee s (1) philanthropic support (including financial, time and other resources), (2) innovation or creativity in addressing the issue and (3) the leadership role the nominee played. (0-45 points) For each major program area/cause/initiative, provide description of the IMPACT of the nominee s philanthropic support, innovation and creativity and leadership. (0-35 points) Description of the nominee s work in encouraging and motivating others to get involved with and/or take leadership roles in philanthropy. (0-20 points) 4 of 7

3. OUTSTANDING CORPORATION, LARGE (more than 100 employees) AND 4. OUTSTANDING CORPORATION, SMALL (fewer than 100 employees) These awards honor a corporation or corporate foundation that demonstrates outstanding commitment through financial and/or in-kind support and through encouragement and motivation of others to take leadership roles toward philanthropy and community involvement. Description of OVERALL gift support by the nominee and general approach and philosophy to philanthropy and charitable support. (0-15 points) For each MAJOR cause, initiative or nonprofit supported by the nominee, include description of (1) philanthropic support (financial, time and other resources), (2) innovation and creativity in addressing the issue or cause, and (3) IMPACT of that support on those causes and nonprofits. (0-45 points) Description of additional gift support and achievements accomplished through the corporation s efforts. (0-25 points) Description of the nominee s work in encouraging and motivating others (e.g., employees, clients, customers, the public) to get involved with and/or take leadership roles in philanthropy. (0-15 points) 5. OUTSTANDING VOLUNTEER FUNDRAISER This award honors an individual or family that demonstrates outstanding skills in coordinating and motivating groups of donors and volunteers for fundraising projects for the benefit of charitable institutions. The recipient must have demonstrated exceptional leadership skills in coordinating groups of donors and volunteers for major fundraising projects for more than one nonprofit organization. For EACH organization/cause for which the nominee has helped raise funds, provide description of (1) leadership role and responsibilities, (2) ability to organize and manage campaigns and groups, (3) funds raised, (4) time, effort and personal financial commitment and (5) IMPACT the nominee and his/her work had on the organization s ability to provide programs and services. (0-65 points) Description of both the nominee s ability to lead, motivate, manage and inspire others, as well as the ability to work within a team. (0-20 points) Description of the nominee s support of other nonprofits where he or she may not have led fundraising efforts, but was active on boards and committees and gave and volunteered to the organizations. (0-15 points) This award is only given once to any particular recipient. 5 of 7

6. OUTSTANDING COMMUNICATIONS PARTNER Presented to a local media organization, individual, public relations firm, advertising agency or organization in a media-related enterprise involved in advancing philanthropy and demonstrated track record of providing pro-bono services. Evidence of direct efforts to raise awareness of philanthropy and the nonprofit community in the Greater Houston area. (0-50 points) Evidence of broad-based community support and description of impact. (0-25 points) Evidence of encouragement and motivation given to others to take leadership roles in philanthropy. (0-25 points) Award recipient can only receive the award every 10 years. 7. OUTSTANDING COMMUNITY SERVICE ORGANIZATION Recognizes a community service organization that demonstrates an outstanding commitment through community involvement and/or financial or in-kind support of philanthropic efforts. Evidence of direct financial and/or in-kind support of community projects. (0-25 points) Description of the impact of organization s support on the local community. (0-25 points) Evidence of membership volunteerism in support of nonprofit community. (0-25 points) Evidence of encouragement and motivation given to others to take a leadership role toward philanthropy and community involvement. (0-25 points) This award is only given once to any particular recipient. 8. OUTSTANDING FUNDRAISING PROGRAM (less than $2M) AND 9.OUTSTANDING FUNDRAISING PROGRAM (more than $2M) Awarded to Houston area nonprofit organization whose fundraising program is innovative and effective in securing financial support for the local community. Various categories of programs are eligible for this award and may include the following: capital campaigns (completed by submission deadline), annual events, special events, and planned giving. Recognition may be given to single and/or multi-year programs. Impact on the overall agency budget as a percentage of annual revenue will be a major consideration. Description of fundraising program, event and/or campaign, including fundraising goal, net funds raised, time element, staff and volunteer involvement and impact on overall agency budget. (0-50 points) Description of originality, inventiveness and impact on fundraising goal. (0-25 points) 6 of 7

Evidence of volunteer involvement and leadership. (0-25 points) Submission of agency budget is required. 10. OUTSTANDING FUND RAISING EXECUTIVE OF THE YEAR This award honors an outstanding individual fundraising professional who demonstrates outstanding skills in coordinating and motivating groups of volunteers for fundraising projects for the benefit of charitable institutions. Nominee must have demonstrated exceptional leadership skills in the coordinating of volunteers for major fundraising projects for more than one nonprofit organization. Nominees must work directly for a nonprofit, charitable organization. Nominees must have a MINIMUM of 15 years of experience as a professional fundraiser working directly for a nonprofit organization (years as a consultant will not be considered). They must also be a current AFP member. For each organization where the nominee has held a significant fundraising position (not necessarily entry-level but that position can be included if important), provide description of (1) position and responsibilities, (2) specific projects and campaigns completed, (3) funds raised actual number and percentage growth (4) IMPACT of the nominee s work on the organization s programs.(0-25 points) Provide description of the nominee s leadership, such as development of new programs and departments, significant increases in return on fundraising investment, successful management of key programs, creating new organizational cultures and/or introduction of innovative and creative ideas. (0-20 points) Confirm nominee s membership in AFP and number of years as an active member. (0-5 points) Description of nominee s commitment to AFP, its mission of advancing ethical fundraising and the fundraising profession, including demonstration that the nominee abides by and promotes the AFP Code of Ethical Principles and Standards, the Donor Bill of Rights and similar principles. (0-15 points) Description of individual s commitment to continuing professional development, including certification (CFRE, ACFRE, or equivalent certification), conference participation, publication and professional education. (0-15 points) Evidence of commitment to fundraising and philanthropy through voluntary service and financial support of nonprofit organizations. (0-20 points) 7 of 7