AFP Suncoast Blog | Association of Fundraising Professionals-Suncoast Chapter

Summer Reading List

June 22, 2018 by

It’s the season for vacations. Is yours scheduled? I hope so. Getting away from your work sara_leonard_webfriendly-5is important.

So with vacation on my mind, I thought I’d suggest a few fundraising – or fundraising-adjacent – books for your summer reading list.

The Power of Moments by Chip Heath and Dan Heath
This book was recommended by Karen Osborne at our AFP Suncoast Chapter educational program in January. If Karen recommends it, it must be good. It’s not written specifically for fundraising but it is filled with applicable lessons. The subtitle, “Why certain experiences have extraordinary impact” should be the theme of every stewardship effort you undertake.

The Fundraiser’s Measuring Stick by Jerold Panas
My list really should say “any book by Jerold Panas” because I’ve loved everything he’s written. Here he shares the attributes, talents and skills he has observed in great fundraisers. He reminds me that our work is meaningful and fun.

Engaging Your Board in Fundraising: A Staff’s Guide by Kathy Hedge
This one is more “how to” than the previous two on my list. If you work directly with your board this is a must. If you don’t, you should read it anyway because you will someday. It’s published by BoardSource who sets the gold standard for board governance. This probably isn’t a beach read because you don’t want to get sand in your highlighter (and you’ll definitely want to keep your highlighter handy).

Jumping the Queue, Achieving Great Things Before You’re Ready by Michelle Turman
Full disclosure: Michelle serves on our AFP Suncoast Board and has been my colleague for many years. In this book, Michelle shares her experiences with vulnerable honesty. In addition to her own real world examples, she provides simple (but powerful) exercises for the reader to undertake. I think my favorite line is in the introduction: “But I say being ‘ready’ is overrated.” I agree!

Getting It Right, a novel by Karen Osborne
Be warned: this one has nothing to do with fundraising – I think that’s important for you to refresh your mind. Although it’s written by highly respected fundraising speaker Karen Osborne (she recommended “The Power of Moments” as noted above), it has nothing to do with our profession. It’s a touching family drama. This one is a good beach read, no highlighter needed.

In case you were going to ask, no, I won’t loan you my copy of any of these books. I love them too much to let them go. And in some cases, I use them almost daily in my consulting work. Treat yourself to you own copy.

What’s on your summer reading list?

Sara Leonard, MBA, CFRE
2017/2018 President – AFP Suncoast Chapter
Sara Leonard Group
www.SaraLeonardGroup.com
(813) 310-2364

Serious Times Call for Serious People

May 21, 2018 by

I love the movie “The American President.” One of sara_leonard_webfriendly-5many great lines from that movie: “We have serious problems to solve and we need serious people to solve them.” Dear fundraising colleagues, these are serious times and we are serious people. As the president of the Suncoast Chapter, it was my honor to represent us at the AFP International Fundraising Conference in New Orleans. Even though many serious issues were discussed, I left very encouraged that we are a part of an organization that is facing problems head on. Here are some of the serious things we are facing:

A recent survey by The Chronicle of Philanthropy and AFP reveals how the #MeToo Movement impacts our profession. The results of the survey are disturbing but not surprising. (Click here to read for yourself: https://www.philanthropy.com/interactives/fundraiser-poll) But here’s why I’m encouraged: our professional association isn’t shying away from this.

In an organization as big as ours, many differing opinions arise. However, our core values are rock solid. AFP’s new president and CEO wrote an excellent blog post this month outlining those core values. I encourage you to read it and let me know if he has captured our commitment to an ethical, effective and inclusive fundraising profession. Mike Geiger’s blog post http://theafpblog.blogspot.com/2018/05/our-values.html

Diversity is important to our profession. The AFP International Inclusion, Diversity, Equity and Access statement of principles includes: “AFP is committed to promoting an inclusive, equitable and accessible organization where every member, volunteer, staff and board member can realize their potential and have their contributions valued.” In our local community, we are working hard to uphold this principle. If this is important to you, please get involved. Here’s the full statement: http://www.afpnet.org/About/content.cfm?ItemNumber=46546

Here in Tampa Bay, we want to equip you to be a part of these solutions. Our June educational luncheon meeting will address the impact of tax reform on your nonprofit and your donors. Our Planned Giving Symposium in August focuses on reaching diverse communities. Click here for more info and to register: https://www.afpsuncoast.org/event-2836428

As I write this, I realize my friends and family wouldn’t call me a serious person but as your chapter president, I take seriously the responsibility of supporting your work in our community. I know – without a doubt – we can be both serious people while also having fun. Please join us.

Sara Leonard, MBA, CFRE
2017/2018 President – AFP Suncoast Chapter
Sara Leonard Group
www.SaraLeonardGroup.com
(813) 310-2364

Education: Any Way You Want It

April 20, 2018 by

When I think about AFP’s educational offerings, I start to hear the words of those wise sara_leonard_webfriendly-5philosophers saying, “Any way you want it, that’s the way you need it, any way you want.” My 80’s roots are showing because the wise philosophers really are Journey in their classic song “Any Way You Want It.”

The AFP Suncoast chapter strives to provide our members and our community with relevant, quality and affordable fundraising education. That takes on many forms. I’m sure one (or several) are right for you. Here’s a summary:

Monthly meetings – our chapter holds a monthly luncheon (3rd Tuesday of each month, Centre Club) that features a program on a current fundraising topic. Coming up soon: how tax reform will impact giving. Watch for the topics on our website here: https://www.afpsuncoast.org/Monthly-Meetings

Planned Giving Symposium – “Welcome to the Table: Reaching Diverse Communities” will be the focus of our annual 1/2-day symposium on August 24, 2018. This program is designed for all fundraisers: planned giving professionals and development generalists. Details and registration here: https://www.afpsuncoast.org/event-2836428

CFRE review/study group – If you have considered pursuing your CFRE, our chapter wants to support your journey. We are currently conducting a survey of people who have an interest in a CFRE review course or study group. If that’s you, please send an e-mail to admin@afpsuncoast.org to add your name to the list. For more information on CFRE, visit http://www.cfre.org.

Networking – Sometimes we just need to ask another fundraiser how they would handle something. For that, I highly recommend our informal networking events. Our next Pop-Up Networking event is April 27 at 8:30 am at the Centre Club Tampa. No registration is required. Watch our monthly newsletter for future Pop-Up Networking events.

Planet Philanthropy – Looking for a high-quality conference close to home? Check out Planet Philanthropy at the Westin Ft. Lauderdale Beach Resort, June 17-19, 2018. Details and registration here: https://afpflorida.org This conference is presented by the AFP Florida Caucus (our chapter is part of the Caucus). With 48 education sessions, there’s plenty for you.

AFP International Fundraising Conference – this event offering is packed with international experts on a variety of fundraising topics. The 2019 ICON will be in San Antonio, Texas. Mark your calendar and adjust your budget now. Super Early Bird registration is already open here: http://afpfc.com/2019

Webinars – if you would rather stay at your desk, AFP offers excellent webinars. Look here for a list of upcoming sessions and the library of recorded sessions: http://www.afpnet.org/Professional/ProgramDetail.cfm?itemnumber=4030&navItemNumber=552

Advancing Philanthropy – the official magazine of AFP is an excellent membership benefit available as a digital or printed resource. Advancing Philanthropy educates, informs and challenges the entire development community. Click here to check it out: http://www.afpnet.org/Publications/?navItemNumber=506

AFP Hot Topics – The AFP Resource Center has produced comprehensive “Hot Topic” overviews of key fundraising areas that members have identified as being most in demand. These are updated often and if you don’t see what you’re looking for, you can submit a request. Click here for the topics: http://www.afpnet.org/bbtdetail.cfm?itemnumber=4263&navItemNumber=4325

Our Partners – We aren’t in this alone. We have partnered with the Nonprofit Leadership Center of Tampa Bay https://nlctb.org and the Charitable Gift Planners of Tampa Bay (formerly Partnership for Philanthropic Planning) https://ppptampabay.org. Be sure to check out their websites, too.

Wow! That’s quite a list. But, just in case you don’t see what you’re looking for, reach out and let us know what would help you in your career.

Let me leave you with more wise words from Journey, “Hold on, hold on, hoooooold on.”

Sara Leonard, MBA, CFRE
2017/2018 President – AFP Suncoast Chapter
Sara Leonard Group
www.SaraLeonardGroup.com
(813) 310-2364

 

Invest in Yourself

March 24, 2018 by

Invest in Yourself

As I write this, I’ve been working on our family tax return which led me to think about sara_leonard_webfriendly-5investments like IRA’s and retirement plans. It’s that time of year, I guess. With that as the backdrop, I started thinking about how we – as fundraising professionals – invest in ourselves.

During my fundraising career there were many times when my employer invested in my professional development. But there were also times when there were no funds available so I made the investment in myself. Looking back over my career, every investment has paid off in the long run.

How might you invest in yourself? I’ve got some ideas:

AFP membership – joining AFP is an excellent investment in yourself and your career. Be sure to explore the categories of membership ( http://www.afpnet.org/Join/content.cfm?ItemNumber=4126&navItemNumber=8969#1) to see which one is best for you. Every member has access to AFP’s vast resources.

Professional education – our chapter provides educational opportunities for fundraising professionals at each stage of their career. Join us for monthly meetings, attend a state or international conference, or participate in the CFRE prep program. Our AFP Suncoast Chapter board is committed to providing quality, affordable education. To do that, we seek sponsors and underwriters to defray costs. Our chapter also has a robust scholarship program. Be sure to review the criteria and apply if you are eligible. https://www.afpsuncoast.org/scholarship

CFRE – the Certified Fundraising Executive (CFRE) credential. Our chapter supports our members who are pursuing the credential. If you are considering this important career investment, watch for a program announcement coming soon.

Involvement – for this one, your investment is in the form of time, not money. Find a way to get involved in your profession and your community. Serve on an AFP committee. Mentor a younger professional. Volunteer at a local high school. Join a service club. Involvement becomes an investment in yourself because of the things you learn. You can broaden your horizons. You’ll also have fun.

I’m reminded of a saying my dad used to have, “pay yourself first.” The idea was to have some money from each paycheck put into savings so you were paying yourself before you started paying your bills. This philosophy should apply to our professional lives, too. How are you investing in yourself? How can we help you?

Sara Leonard, MBA, CFRE
2017/2018 President – AFP Suncoast Chapter
Sara Leonard Group
www.SaraLeonardGroup.com
(813) 310-2364

Current Events

March 5, 2018 by

Do you remember writing current event papers in school? I do. My 9th grade English sara_leonard_webfriendly-5teacher required one every week. Fortunately for me, my dad was a subscriber to the magazine US News and World Report so I had good source material. For this month’s blog, I’m imagining that I’ve been assigned a current event paper. Where will I look first? For source material, I’ve got the wisdom and expertise of our professional association.

AFP’s mission statement reads: “The Association of Fundraising Professionals empowers individuals and organizations to practice ethical fundraising through professional education, networking, research and advocacy.” Every day, our organization is on the front lines of the important issues that impact our daily, professional lives.

This month, I’d like to highlight resources around two current events:

1) Sexual harassment/gender equity

Ann Hale, CFRE, AFP International Chair, and Mike Geiger, MBA, CPA, President and CEO, AFP International, released an important statement on this issue:

https://theafpblog.blogspot.com/2018/01/statement-of-association-of-fundraising.html

2) Changes in Tax Laws

The new tax bill, signed into law in late 2017, has generated much discussion in the nonprofit sector. The full impact on our fundraising is yet to be seen but as you decide how to change your strategies, I highly recommend these resources:

Understanding the New Tax Laws (video from Jason Lee, AFP Chief Advocacy and Strategy Officer) https://vimeo.com/253521264

How to Approach Fundraising in 2018 http://www.afpnet.org/Audiences/PublicPolicyIssueDetail.cfm?ItemNumber=48097

The nature of current events means that new things will come along and demand our attention. Our professional association will be there for us. Just like I had to find a new article in my dad’s magazine every week, you’ll need to be up-to-date on current events.

You can depend on AFP.

Sara Leonard, MBA, CFRE
2017/2018 President – AFP Suncoast Chapter
Sara Leonard Group
www.SaraLeonardGroup.com
(813) 310-2364

10 Reasons to serve on an AFP Committee

January 19, 2018 by

sara_leonard_webfriendly-5

Let’s be honest, there’s nothing magical about January 1st. (Here’s a great blog from author Jon Acuff on making any day New Year’s Day https://acuff.me/2015/02/today-january-1st-want/.)

But since this is a January blog and we are starting a new year, we have all set some goals – both personal and professional. There are many paths to reaching your goals. I’ve got a hunch that serving on an AFP Suncoast Chapter committee could help you reach at least one of your goals. Here are some suggestions:

If your goal is…

  1. Add a skill that’s missing on your resume – Maybe you see a need to increase your experience in communications, we have a committee for that. Maybe you want more experience in asking for money, we have a committee for that. AFP committees cover a broad range of activities that could fill those gaps.
  1. Sharpen a skill you have – If you are already good at something, share that skill with your professional association. You’ll be better for it and so will we.
  1. Find a new job – Serving on a committee is a great way to network so if you think that a job change is in your future, you’ll have a chance to hear about openings from colleagues. You can also get the inside scoop on what it’s like in a variety of organizations.
  1. Add staff to your development department – maybe it’s time to grow your department. Volunteering with someone is a great way to audition them for a job. You’ll see first hand how they relate to others and if they do what they say they’re going to do.
  1. Find a colleague who can understands what you’re going through – Sometimes fundraising is lonely work. You might feel like you’re the only person in your organization who understands what you’re going through. When you join an AFP committee, you’ll meet a group who knows exactly what you’re going through.
  1. Provide guidance to those who are new to fundraising – If you’ve been at this a while, it’s time for you to guide others who are new to fundraising. Service on a committee makes an immediate impact on your colleagues.
  1. Give back to your profession – If you’ve benefited from the leadership of others, here’s your chance to give back.
  1. Have fun – the AFP Suncoast Chapter is full of fun people. I know this firsthand. I’ve laughed with them (and laughed at them a few times, too). Committees have fun while they work.
  1. Qualify for a scholarship – One of the criterion for our professional development scholarships is service on a committee. Sing up now so you can qualify later.
  1. Improve the fundraising profession right here in Tampa Bay – everything we do is focused on improving fundraising in our community. When you volunteer with us, you join us in that mission.

These are the 10 reasons that come to mind for me. Do you have others?

Just in case you are thinking, ‘I’m already busy so how could I fit in one more thing?’ Everyone serving with you is busy, too. Our committee chairs understand that and insure that tasks are manageable for busy professionals (that’s all of us, right?).

To sign up for a committee or to learn more, click here: 2018 Committee Volunteer Opportunities

Thanks for all you do to make our profession strong. I’ll see you at a committee meeting soon!

Sara Leonard, MBA, CFRE
2017/2018 President – AFP Suncoast Chapter
Sara Leonard Group
www.SaraLeonardGroup.com
(813) 310-2364

 

Appreciation for Development Department

December 22, 2017 by

Appreciation for Development Departmentsara_leonard_webfriendly-5

It’s the holiday season and most of us celebrate something. TV commercials show us sipping cocoa while sitting next to a fire (not an accurate portrayal of December in Florida, is it?). But in the midst of this festive time, I’m reminded that the holidays are painful for some of our friends and neighbors.

When I looked at my fundraising colleagues at the December AFP Suncoast Chapter meeting, I saw the people who will make the world better for those who are hurting.

They are the fundraising staff members at hospitals and hospices who will care for the sick and dying. They raise money for social service agencies who will clothe and feed our neighbors in need. They secure the funding needed to educate the next generation who will make this world better. They rescue animals with the money they raise. They brighten the world with visual and performing art. Their professional dedication makes the world better for countless people – literally too many to count.

Over the next few weeks as those nonprofits serve the hurting in our community, no one will stop and say, ‘thanks, development department, for raising money all year so we can do what we do.’ So let me be the one to say it: thanks, development department! Because of you, fundraising professional, someone life is better today and someone’s life will be better tomorrow, too.

Thanks for making the holidays happy for everyone!

Sara Leonard, MBA, CFRE
2017/2018 President – AFP Suncoast Chapter
Sara Leonard Group
www.SaraLeonardGroup.com
(813) 310-2364

Quotes from Great Philanthropists

December 2, 2017 by

On November 15, the Tampa Bay community celebrated National Philanthropy Day with a luncheon at the Bryan Glazer Jewish Community Center. Professional fundraisers and generous donors filled the room to honor great philanthropists in our community.

This month, instead of writing my usual monthly blog, I am sharing the inspirational words of those we honored. Be sure to click on the links if you want to hear their full videos.

Sara Leonard
Sara Leonard Group
AFP Suncoast Chapter President


Philanthropist of the Year: Lynn Pippenger

“Start out small. It doesn’t matter whether you give $100. Whatever you can afford.

My grandmother impressed upon me the need to give back and to volunteer. She always taught me that with my allowance I could spend some, save some, and give some. I still do that. Not necessarily in that order but I still do that.”


Philanthropic Corporation of the Year: Skanska

Todd Collier, General Superintendent

“No matter who you are, there’s always someone less fortunate than ourselves.

It doesn’t always have to be about money. There are so many things we can do. So many ways we can make a difference.”


Gayle Sierens Volunteer of the Year in Philanthropy: Barbara Curts

“Volunteering makes me a better person. I can’t imagine the world if we didn’t have the Crisis Center in particular or any philanthropic group. I’m one person, my kids are grown, so I’m able to do this. It’s important to me. I don’t think I’d be me without it.”


Spirit of Philanthropy: David Finkel

“Philanthropy comes naturally after gratitude and empathy. The benefit of philanthropy is seeing the good that your gift has done in the community. Philanthropy is understanding that there is no them and us. It’s really just all us.”


Philanthropic Small Business of the Year: Siracusa Staffing & Leasing

David Siracusa, Principal/Owner

“We are all in this globe together and we have to help each other out as best we can.

The inspiration is the people we can help. To see their lives get better as a result of something we can do. Get involved, do something. Get your kids involved. There’s always someone who can use your assistance, no matter how big or small.”


Philanthropic Service Organization of the Year: Associate Board of Ambassadors, American Cancer Society

Kristina Gandre, Vice Chair

“Philanthropy for me is all about investment. It’s about investing your time, your energy and your effort back into the community in order to hopefully achieve something greater for the entire community.”

Steven Warneke, Chair

“Getting out there and helping any organization is going to bring good and positive memories to those who might need it the most.”


Youth in Philanthropy: Sally Campbell

“As we come together, the possibilities are endless. Doesn’t matter how young you are. My hopes for the future of philanthropy in Tampa Bay is that everyone will find their motive and their inspiration to give back. When everyone comes together, the possibilities are endless.”

Making Miracles Happen…Everyday

October 20, 2017 by

August and September have been difficult months here. By “here” I mean in the Tampa Bay Area and in my own family. In August, my son spent a week at St. Joseph’s Children’s Hospital. Then in September our whole Tampa Bay area spent a week (or more) dealing with Hurricane Irma. In these times of crisis – both micro and macro – I am reminded of the everyday miracles that are made possible by the nonprofits of Tampa Bay.

To my dedicated fundraising colleagues: I know you make those miracles happen.

While spending many hours at St. Joseph’s Children’s Hospital, I was reminded of the professional colleagues I’ve known through the years that raised money at St. Joseph’s Hospitals Foundation. I have served on our AFP Suncoast chapter board with several of them. Throughout our hospital stay, I didn’t see any fundraisers (why would I, right?) but I knew they were there. That’s how our business works: we aren’t there when the miracles happen but we are an integral part of it.

The endless coverage of Hurricane Irma, and Hurricane Harvey before that, highlighted the generosity of so many in a time of natural disasters. Our nonprofit sector cares for the most vulnerable among us. Both in times of crisis and the regular days, you are providing the funds needed to change lives and save lives.

Our partners at the Community Foundation of Tampa Bay created the Tampa Bay Disaster Relief and Recovery Fund [https://www.cftampabay.org/disaster/] in the days before Hurricane Irma arrived. This fund provides a trusted and reliable way to make tax-deductible donations to local storm recovery efforts. Click here [https://www.cftampabay.org/irma/] for more information on how your nonprofit can apply for a grant from this fund.

To my treasured fundraising colleagues, thank you for the miracles you create everyday. You make MY community a better place because of your dedication!

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Sara Leonard, MBA, CFRE
2017/2018 President – AFP Suncoast Chapter
Sara Leonard Group
www.SaraLeonardGroup.com
(813) 310-2364

Mentors ~ August President’s Message

August 21, 2017 by

sara_leonard_webfriendly-5Mentors

I was on the phone this week getting some advice. Sound familiar? I hope so. The advice from trusted mentors and wise colleagues is more valuable than gold. At least it is to me.

This particular call was with a former leader of the Suncoast Chapter who generously answers questions and provides encouragement. That got me to thinking about my AFP mentors. There have been many…many, many. Some influenced me for a short time, some longer, several still do.

Our chapter recognizes lifetime achievement through the Lloyd Horton award. When I look at that list it’s like a who’s who of mentors.

The first time I served on an AFP committee, I learned from some amazing fundraising professionals. We were working on the first ever Planet Philanthropy conference. At that time I worked in annual giving at a large hospital and my volunteer work on the hospitality committee was not a direct benefit to my job. Or was it? Let’s be honest, hospitality isn’t rocket science or major gift fundraising. But I met and worked with some great people. By attending meetings, I met several of the chapter and state leaders who created the AFP Florida Caucus.

In my 25+ years as a member of AFP, I have had the chance to work with – and learn from – some amazing fundraisers. None of that would be possible if I hadn’t raised my hand and taken a volunteer assignment. Then another. Then another.

So let me ask you: are you looking for a mentor?

One great way to find one (or several), is to serve on an AFP committee.

If you answered no, let me ask you: is it time for you to become a mentor to someone else? Raise your hand, serve on a committee.

Sara Leonard
AFP Suncoast Chapter President 2017/2018
Sara Leonard Group


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