Volume 4, Issue 2 Horseshoe Philanthropy More Than Luck AFP Golden Horseshoe Receives International Accolades Congratulations were made to AFP Golden Horseshoe and its members for achieving the highest percentage of membership growth and retention in 2009, for chapters of similar size, at the recent 2010 AFP International Conference in Baltimore. In fact, AFP Golden Horseshoe swept the all the membership awards. AFP Golden Horseshoe achieved a membership retention of 84% in 2009, the highest three-year retention rate at 92.3%, and the highest 2009 membership growth (with 28%) and highest three-tier growth with 173%. In recognition of these membership accomplishments, AFP Golden Horseshoe received $6,260 which will be used towards educational opportunities and bursaries for our members. The Chapter Executive would like to thank all of our members for helping to strengthen our Chapter and helping us achieve the AFP goal of being A Stronger Voice A Stronger Profession AFP Board Members (l to r) Cheryl Taylor, Pat Wright, Julie Wirtanen and Pati Greenwood receive recognition at the 2010 AFP International Conference in Baltimore. A Special Thank You At the recent AFP Canada Leadership Academy, the Golden Horseshoe Board of Directors presented outgoing President Pati Greenwood with a token of appreciation and gratitude for her many years of dedication and service towards the AFP Golden Horseshoe Chapter. (l to r) Trish Mongeon, Cheryl Taylor, Julie Wirtanen, Karen Dolyniuk, Pati Greenwood, Pat Wright and Roger Ali AFP Golden Horseshoe Board of Directors Patricia Wright, CFRE President wrightp@hdsb.ca Pati Greenwood, CFRE Past President greenpat@hhsc.ca Julie Wirtanen, CFRE President-Elect julie@crossroadsconsulting.ca Roger Ali, CFRE Vice President of Education aliroger@hhsc.ca Frank Cerisano Director of Government Relations frank.cerisano@sheridanc.on.ca Karen Dolyniuk, CFRE Director of Marketing & Communications karen.dolyniuk@hamiltonccas.on.ca Erin Sargeant Greenwood, CFRE Director of National Philanthropy Day esargean@uwaterloo.ca Trish Mongeon, CFRE Vice President of Member Services trish@mongeonconsulting.com Elaine Scrivener, CFRE Treasurer hospitalfamilyhouses@bellnet.ca Cheryl Soderlund, CFRE Director of Diversity csoderlund@jbmh.com Cheryl Taylor Secretary ctaylor@burlingtonfoundation.org Get the latest news at: www.afpgoldenhorseshoe.afpnet.org
Page 2 A Year In Review: Report from the P resident, P a t Wright, CFR E In today s world of accountability it isn t enough to say that you act professionally. You have to demonstrate that you are a professional. Membership in AFP will give you the credibility, plus the education and networking you need to succeed in the not-for-profit and philanthropic sector. As the President of the AFP Golden Horseshoe Chapter, I am pleased to report to you that more than 110 of our colleagues have recognized the importance of AFP by joining our Chapter. This is a milestone for AFP Golden Horseshoe, which has experienced amazing growth since our inception 4 years ago. First I want to thank and acknowledge Pati Greenwood for her leadership in the inception and growth of this Chapter. The AFP Golden Horseshoe Chapter has accomplished many other milestones this year: We achieved AFP 10 Star status which means we have met the 10 required standards relating to membership, education, and ethics, which makes us one of the most effective chapters in the Association. We were recognized at AFP International for sweeping the 100-250 member Chapter Grouping categories for highest member retention with 84%, three-year retention with 92.3%, highest growth in 2009 with 28% and highest 3 year growth with 173%. We increased the overall revenue for our Chapter to allow us to provide more educational opportunities and benefits to our members. We expanded our educational programs for members. We awarded the second Chamberlain Scholarship to attend AFP International conference to Cheryl Taylor. We awarded three bursaries for members to take the AFP Essentials course in Burlington. We awarded two bursaries for members to attend the AFP Congress in Toronto. We exceeded our Every Member Campaign Goal of $3,000, by 140%. This is our annual fundraising campaign of our members to support scholarships and education offerings. We increased our awareness and communication with members through our website, expanded newsletter, increased presence on the web through Facebook and Linked In, and developed a new members welcome kit. We celebrated our second National Philanthropy Day in November where we recognized 5 amazing families from our region as well as two community groups and a youth philanthropist. I wanted to also provide you with an update from AFP International and AFP Canada as we are all celebrating the 50th anniversary of AFP this year. AFP Canada office has moved to Toronto from Ottawa. The Canadian Leadership Conference will be held in Toronto in August and our full Board plans to attend. The exciting news is that, the Incoming President of AFP International is Andrea McManus, CFRE from Calgary she will be the first Canadian to serve in this role. I want to thank the team of committed Board members who have made all of our accomplishments possible. Thank you to each and every member for your ongoing enthusiasm, commitment and friendship. I also want to take this opportunity to encourage any of our members who have an interest in serving on a committee or Board to please let us know we are a growing Chapter and to continue our success we need your support. Thank you, Pat Wright, CFRE
Page 3 AFP Golden Horseshoe Statement of Operations For the Period of Jan 01, 2009 to December 31, 2009 Balance sheet, as at December 31, 2009 ASSETS Current Cash $ 32,431 Accounts Receivable - 32,431 LIABILITIES Current Accounts Payable and accruals $ 735 Deferred Memberships 307 1,042 NET ASSETS Share Capital - Retained Earnings 31,389 31,389 $ 32,431 Statement of Changes in Net Assets, for year ended December 31, 2009 Balance, beginning of year $ 18,079 Net Income for the year 13,310 Balance, end of the year $ 31,389 Statement of Income, for the year ended December 31, 2009 Revenue Other Revenue - Professional Development Essentials 4,230 Memberships 5,567 Advertising 8,505 Education Revenue 19,826 38,128 Expenses Administration AFP Toronto 1,891 Bank service charges - Donation to Foundation 150 Education Expenses 12,349 Education NDP Meeting 1,451 Professional Development 7,770 Office 236 Professional Fees 971 24,818 Net income for the year $ 13,310 Volume 4, Issue 2 The Chamberlain Scholarship To help individuals serving not-for-profit organizations develop their knowledge and skill in fundraising, the AFP Foundation for Philanthropy sponsors the International Chamberlain Scholarship Program. The Scholarship, valued at $1,500.00, is intended to cover the registration fee to the AFP International Conference in Chicago, March 20-23, 2011 as well as some travel expenses. The recipient will be responsible for making all travel and hotel arrangements. Each year, the AFP International Conference on Fundraising brings together nearly 3,500 fundraising professionals from around the globe. The International Conference is the only event in the world that focuses on the broad range of philanthropy and offers educational programs for all levels of experience and all areas of philanthropic fundraising. APPLICATION CRITERIA (a) Candidate is a member in good standing of the AFP Golden Horseshoe Chapter; (b) Candidate has at least 5 years of full time experience as a professional fundraiser; (c) Candidate is employed as a fundraising professional OR if candidate is an executive director, 20% of their time must be devoted to fundraising OR if candidate is a consultant, 20% of their time must be conducted on behalf of other organizations to fundraising; (d) Candidate must agree to complete an evaluation report at the conclusion of the Conference; (e) Recipients must agree to serve on an AFP Golden Horseshoe committee/board for a minimum of a one year term. Application forms are available on the AFP Golden Horseshoe website and must be e- mailed to Julie Wirtanen, julie@crossroadsconsulting.ca by October 13th. If you have any questions, please call Julie at 905-988-7956.
Page 4 Keep Momentum Alive Post Campaign Five Tips to Keeping Donors Engaged and Excited You ve crossed the fundraising finish line, reached your goal, and indisputably you re exhausted, but this doesn t mean the work stops here. You must carry on the momentum and keep your donors energized and excited about your important cause. Organizations run capital campaigns when there s an urgent need to raise funds for a project or initiative; they re quite often the largest project an organization will take on in its history. Campaigns take time, money and require resources that most organizations invest in specifically for a campaign, such as databases or communications materials. But once the goal is reached, new major donor relationships have been built, and databases developed, the last thing an organization should do is shut the door and say good-bye. This is the time to utilize your new tools, get to know your major donors and learn about their specific interests, and continue to expand on your important campaign work. Here are five helpful tips to keep donors engaged and excited post campaign: Say thank you. Sure a letter might do, but what about trying something different like offering a personal tour? Whether you ve created a new building, or developed a new program, it s important to show donors how their support is being put to use and who is benefitting from it. Show donors how their support is making a difference, or changing lives. Do you have fundraising tips, success stories or ideas that you would like to share with your colleagues? Submit stories for the Horseshoe Philanthropy newsletter to Karen Dolyniuk at karen.dolyniuk@ hamiltonccas.on.ca. Be consistent and communicate. Provide donors with regular updates. Whether it s through a monthly newsletter or hand-written note, donors will be grateful to hear about the exciting work you re doing and your future plans. Ask for feedback. Get donors involved in your work. Ask their opinion about a new idea or initiative and give them a stake in your success. Take this opportunity to engage with your donors face-to-face over coffee and avoid the phone when possible - keep it personal. Get creative. Give donors an opportunity to participate in your organization s success. Try creating a fundraising challenge that requires donors to do something different such as participating with your organization through Twitter or Facebook. Think BIG picture and long term. Start talking to your donors about the future theirs and yours! Estate gifts, or legacy gifts, are one of the most effective ways that donors can make a long-term impact on an organization and the people it serves. Stay current on the financial benefits of estate giving, have information available for donors and start creating a culture where your organization celebrates estate gifts with donors today, instead of celebrating without them tomorrow. Submitted by: Megan Tregunno, Fund Development Director Hellingman Communications Inc.,
Page 5 Volume 4, Issue 2 AFP Fundamentals of Fundraising Course The new AFP Fundamentals of Fundraising Course will be offered by the Golden Horseshoe Chapter this Fall. This new course was developed with a foundation from the AFP Essentials of Fundraising Program and the First Course and is composed of seven modules that have been designed by experienced fundraising professionals to meet the real-world needs and challenges nonprofit organizations face every day. The AFP Fundamentals of Fundraising Course offers a complete overview of the development function, featuring the most current information and techniques. This intensive program will provide an overview of skills, techniques and program components for individuals with zero to four years of fundraising experience. Dates: October 7 November 22 (Every Monday evening except Thanksgiving) Time: Location: Cost: 6:30 p.m. start; most modules are 2.5 hours. Module 7 will start at 6:00 p.m. The Centre for Skills Development & Training 860 Harrington Court, Burlington $390 for AFP members; $490 for non-members (Plus HST) **Bursaries are available so please check the AFP Golden Horseshoe website for more details! Welcome to our Faculty Members: Sharon Svob, CFRE is the Regional Director of Autism Ontario, Niagara Chapter and Wendy Zufelt-Baxter, CFRE is a Partner in Campaign Coaches Inc. The modules are: Module 1: Overview of Fundraising Module 2: Developing a Comprehensive Solicitation Program Module 3: Building & Sustaining Relationships Module 4: Marketing for Ongoing Success Module 5: Securing the Gift Module 6: Volunteers Partners in Fundraising Module 7: Management & Accountability For more information, contact Trish Mongeon, Fundamentals Coordinator, at 905-390-1818 or trish@mongeonconsulting.com
Page 6 Volume 4, Issue 2 Upcoming Events AFP Golden Horseshoe Celebrates National Philanthropy Day Join the AFP Golden Horseshoe Chapter, as we celebrate the philanthropic contributions of our award winners from Halton, Niagara, Hamilton and Wellington regions. Awards will be presented at the National Philanthropy Day Awards Luncheon on November 15, 2010 from 12 to 2 p.m. at the Burlington Golf and Country Club. Stay tuned! The 2010 award winners will be announced in October. Please contact Tara Lepp to reserve your table now - space is limited! Individual tickets will be also available online at the end of September. Tara Lepp Co-Chair, AFP Golden Horseshoe Chapter 2010 National Philanthropy Day Awards Luncheon Committee leppt@hhsc.ca Tel: 905-522-3863 ext. 46639 Tuesday, September 28 Luncheon Women in Philanthropy: A Donor Perspective Presented by a Donor Panel Tuesday, September 28, 2010 12:00 noon: to 1:30 p.m. Burlington Golf & Country Club 422 Northshore Boulevard East, Burlington (Registration begins at 11:30 a.m.) Thursday, October 7, 2010 AFP Webconference Series Annual Campaign: Raising More Money with Fewer Resources Presented by Erik Daubert, MBA, ACFRE November 30 - December 2 Metro Toronto Convention Centre Location: Crossroads Christian Communications Inc., Burlington 12:45-2:30 pm Monday, November 15, 2010 Planning on attending the AFP Congress 2010 in Toronto? Check out the AFP Golden Horseshoe website for information on bursaries. AFP Golden Horseshoe National Philanthropy Day Luncheon Burlington Golf & Country Club 12:00-2:00 pm Just reach out online and stay in touch with AFP Golden Horseshoe! Click here to go to our LinkedIn page. Click here to go to our Facebook page. For more information on these and other events, or to register, visit: www.afpgoldenhorseshoe.afpnet.org