Association of Fundraising Professionals Everglades Chapter

Association of Fundraising Professionals Everglades Chapter General Information Contact Information Nonprofit Primary Contact First Name Primary Contact Last Name Association of Fundraising Professionals Everglades Chapter Paul Seifert Address 1460 Golden Gate Parkway Ste. 103 #PMB 219 Naples, FL 34105 Phone (239) 784-4521 Organization E-mail Web Site Facebook Twitter afp.everglades@gmail.com http://afpeverglades.afpnet.org/ http://www.facebook.com/association of Fundraising Professionals: Everglades Chapter http://www.twitter.com/ At A Glance Year of Incorporation 1994 Organization's type of tax exempt status Public Supported Charity Organization EIN# 13-2590764 1

Statements & Search Criteria Mission AFP, an association of professionals throughout the world, advances philanthropy by enabling people and organizations to practice ethical and effective fundraising. The core activities through which AFP fulfills this mission include education, training, mentoring, research, credentialing and advocacy. Background Since 1960, the Association of Fundraising Professionals (AFP) has inspired global change and supported efforts that generated over $1 trillion. AFP s nearly 30,000 individual and organizational members raise over $100 billion annually, equivalent to one-third of all charitable giving in North America and millions more around the world. Founded in 1994, the Everglades chapter provides monthly programs from September through May. While the majority of our programs are educational, we have a National Philanthropy Day celebration every year in November. Areas Of Service Areas Served Areas Served ALL Geographic areas served in Collier County Service Catergories Funding Raising & Fund Distribution 2

Programs Programs Career Development Description From resources to certifications, AFP strives to provide the best and latest information to make members the best fundraising professionals possible! Long-Term Success All nonprofit fundraising professionals have CFRE certification. All nonprofit fundraising professionals are members of AFP. Examples of Long-Term Success Five additional fundraisers received CFRE certification in May 2015. AFP Everglades Chapter had 13 new members in 2014 and a membership retention rate of 95% Target Population 1 Adults Target Population 2 Chapter Job Center Description Long-Term Success Southwest Florida Nonprofits may post job openings on the AFP Everglades Chapter Job Center website page at reasonable cost. The postings are emailed to members and nonprofit organizations. The Job Posting page is popular as evidenced by frequent usage. Examples of Long-Term Success A dozen job postings have been made in the first 6 months of 2015. Target Population 1 Adults Target Population 2 3

Impact Goals What are your organization's long-term strategic goals? AFP's 2014-2016 Strategic Plan places increased focus on inclusion and influence, advocacy, policy and ethics, and relevant quality education. Strategies What are the major strategies you will do to accomplish your goals? The AFP Chapter provides: Monthly educational meetings and seminars in partnership with Hodges Center for Nonprofit Excellence, Greater Naples Area Planned Giving Council and the Community Foundation of Collier County. Certification classes (CFRE) Local job postings on website Capabilities What are your organization s capabilities for doing this? AFP advances philanthropy through its more than 31,000 members in 235 chapters throughout the world. Local chapter membership has increased from 54 in 2005 to 82 in 2014. Indicators What indicators do you use to measure progress? AFP publishes an annual Compensation & Benefits Report that provides valuable data on the characteristics of individual fundraisers--backgrounds, experience and responsibilities--and paints a picture of the current state of the profession. Progress What have and haven t you accomplished so far? Over the past year, the AFP Everglades Chapter has expanded its partnership with Hodges, GNAPGC and the Community Foundation in areas of program communication and coordination. 4

Board & Governance Board Chair Board Chair Paul Seifert Board Members Name Affiliation Status Eileen Connolly-Keesler Cyndi Fields Dr. William Griz Community Foundation of Collier County The Shelter for Abused Women and Children Hodges Center for Non-Profit Excellence Voting Voting Voting Charles Kerwood Waller Financial Planning Group Voting Aaron Lapp David Lawrence Foundation Voting Dr. Bryan Lee Children's Advocacy Center Voting Jim Martin NCH Healthcare System Voting Jeffrey McManus JD Avow Hospice Voting Elizabeth Morano United Way of Collier County Voting John Riley CFRE Riley Philanthropy Voting Paul Seifert CRFE Conservancy of Southwest Florida Voting Susan Suarez Suarez & Associates Voting Dr. Lou Traina Edison State College Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 0 Hispanic/Latino 0 Native American/American Indian 0 Board Demographics - Gender Male 0 Female 0 Unspecified 0 Governance Board Term Lengths 8 Board Term Limits 0 Board Meeting Attendance % 0 Written Board Selection Criteria? Under Development 5

Written Conflict of Interest Policy? Yes Number of Full Board Meetings Annually 0 6

Management Executive Director/CEO Executive Director Paul Seifert Term Start May 2013 Email pauls@conservancy.org Experience Vice President for Development and Marketing, Conservancy of Southwest Florida Certification: Certified Fund Raising Executive (CFRE) Staff Full Time Staff 0 Part Time Staff 0 Volunteers 75 Plans Organization has a Strategic Plan? Yes 7

Financials Current Fiscal Year June Fiscal Year 2016 Projected Revenue $15,124.00 Projected Expenses $16,889.00 Detailed Financials Revenue and Expenses Fiscal Year 2015 2014 2013 Total Revenue $11,132,662 $255,355 $11,262,171 Total Expenses $10,986,452 $298,688 $10,760,863 Revenue Sources Fiscal Year 2015 2014 2013 Foundation and Corporation $53,853 $37,135 $15,000 Contributions Government Contributions $0 $0 $0 Federal -- -- -- State -- -- -- Local -- -- -- Unspecified $0 $0 $0 Individual Contributions $53,853 $37,135 $15,000 Indirect Public Support $0 $0 $0 Earned Revenue $9,422,385 $202,015 $9,333,802 Investment Income, Net of Losses $0 $0 $0 Membership Dues $0 $16,205 $0 Special Events $0 $0 $0 Revenue In-Kind $0 $33,885 $0 Other $1,435,685 $0 $1,343,893 Expense Allocation Fiscal Year 2015 2014 2013 Program Expense $0 $209,653 $0 Administration Expense $0 $89,035 $0 Fundraising Expense $0 $0 $0 Payments to Affiliates -- -- -- Total Revenue/Total Expenses 1.01 0.85 1.05 Program Expense/Total Expenses 0% 70% 0% Fundraising Expense/Contributed Revenue 0% 0% 0% Assets and Liabilities Fiscal Year 2015 2014 2013 Total Assets $4,673,147 $0 $5,049,489 Current Assets $2,187,858 $0 $2,593,467 Long-Term Liabilities $1,384,767 $0 $1,568,775 Current Liabilities $4,591,012 $0 $5,019,381 Total Net Assets ($1,302,632) $0 ($1,538,667) 8