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.
AFP Suncoast Chapter President 2017/2018
Sara Leonard Group
Women and men give differently. Agree or disagree?
Research has proven that women’s influence in charitable giving has grown and continues to grow. According to Lilly School of Philanthropy’s Women Give 2016, “men’s and women’s donor behavior has changed over the past four decades, and that women now have greater influence over charitable decision-making.” Today I read an estimate that 2/3 of all wealth in US will be controlled by women by 2030.
So, fellow fundraising professional, have you asked yourself and your team these questions:
Do we know our female donors?
Do we know their capacity?
Do we understand how women approach planned giving differently?
If you aren’t sure of the answers (or aren’t happy with the answers) join us for our annual Planned Giving Symposium. As part of our commitment to provide fundraising professionals with timely and relevant education, we have partnered with Partnership for Philanthropic Planning of Tampa Bay to present the 5th Annual Planned Giving Symposium. This program has all of the things I look for in an education program: subject matter experts, networking, affordability, efficiency and good parking.
Planet Philanthropy is coming to Tampa in June – hooray! Our state fundraising conference moves around the state each year and for the first time in many years, we are hosting it right here in downtown Tampa. I think this is fabulous but I realize not everyone agrees with me. So for those who aren’t sure, here are 7 reasons not to attend (and why I think they are wrong). Read the rest of this entry »
It was a really long time ago so I don’t remember exactly why I joined AFP. I will confess it wasn’t a deep, philosophical decision. My organization was willing to fund it and it seemed like a good idea so I did it. I quickly learned the practical benefit of membership.
Tasked with increasing the output from an established annual giving program, I needed help. I turned to the AFP Resource Center. Back then, I made my request over the phone and the AFP staff mailed me copies of the samples they had collected. (Some of you may be wondering if it were delivered by the Pony Express, it wasn’t that long ago). Fortunately, now that info is available via AFP Resource Center online.
In the 25 years since I joined, I’ve come to a much greater appreciation of all that AFP offers me as a professional. Here are some of the highlights:
– Education at the local, state and national levels, AFP provides top-notch programming
– Ethics support because unfortunately everyone doesn’t want to do things the right way. In many cases, I’ve depended on the AFP Code of Ethics to “back me up” in tough situations
– Colleagues who have shared their expertise with me time after time and even helped me find career opportunities
– Chances to serve and lead which in turn made me better at my job
If you aren’t a member of AFP yet, I encourage you to join us today. Our community of professional fundraisers stands ready to welcome you. You never know what your reasons will be when you look back in 25 years.
To find our more about joining the AFP Suncoast Chapter click here.
What were you doing on February 16th? I was busy with client work all day then spent the evening watching my daughter play a high school softball game. But even though I was here in Tampa, my voice was heard in Washington. You might think I accomplished that using my magic powers, but really it was the power of my AFP membership at work.
Let me explain — February 16 was the 2017 Charitable Giving Coalition Fly-In on Capitol Hill. AFP members from across the country attended the event to educate members of Congress about why, 100 years since the charitable deduction was signed into law, philanthropy needs to be strengthened and enhanced.
As 2017 starts, we are inundated with potential policy changes every day. I don’t know about you, but I’m working hard just to keep up with what is being proposed. Then the question becomes which of the things being proposed will impact me? Should I respond? How do I respond?
Never fear, busy fundraiser! We’ve got help for you. AFP is an international professional association that is committed to speaking for all of us. Here’s how advocacy is explained on the AFP International website:
“To better serve the interests and livelihood of AFP members and the philanthropic community, AFP works hard to continually advance and enhance its public policy outreach and advocacy efforts. We will be vigilant in highlighting new and pending legislative efforts in the U.S., Canada, and worldwide that could potentially impact the profession and charity, and what you can do to help safeguard the continuing vitality of philanthropy (including letter-writing campaigns, lobbying efforts, and more).”
Among the issues being discussed, are things that will directly impact your organization, your donors, and your fundraising activities. But the reality is that you have a full list of “things to do” already. How do you stay informed so that you can be active when you need to be? Here are several resources to help you keep up-to-date on legislation that impacts our work in the nonprofit sector:
We’ve probably all done this: sent an e-mail to a colleague but sent it to their old e-mail address. It happens. Whatever. But here’s something that struck me this week when a fundraising colleague did that when trying to send me some AFP Suncoast Chapter info. She sent it to my e-mail address from 15 years ago. That’s when I realized: we have been colleagues and friends a long time. She’s even something of a mentor to me. I’ve called her many, many times when I had a situation that needed her perspective. I’m happy to say that she’s even called me once or twice when there was some way I could help her. We served on the AFP Suncoast board together. We have laughed together, commiserated together.
The term ‘networking’ is thrown around a lot these days. I’m not sure it’s always viewed in the most positive light. So if I told you that AFP provides opportunities for networking, what would you picture?
Would you picture a room full of people passing out business cards? That’s not AFP.
Or would you picture a room full of professional fundraisers at varying stages of their careers, sharing ideas, best practices, and latest trends? Would you picture laughter – at ourselves and some of the situations we find ourselves in?
Would you picture new acquaintances and old friends?
Would you picture a way to find your next employee or employer?
Would you picture a place where you could get involved and develop some new skills?
AFP is all of that and so much more.
As we kickoff a new calendar year, I hope you will join us and create your own definition of “networking” AFP-style. You could be looking back in 15 years, like I did last week, realizing it was a great investment of your time.
Sara Leonard, MBA, CFRE
President, AFP Suncoast Chapter 2017
Ethics! Do you see this as a four letter word (actually its six letters, but who’s counting)? Or, do you uphold this word in high regards? Hopefully if you are in the development / fundraising profession you see it as part of who we are as fundraisers. And, if you are an AFP member then you believe in being ethical, decent, honest, you have high morals and principles. When becoming an AFP member and with each renewal, we are required to read and sign the Code of Ethical Principals & Standards. This code alone has been rated in various AFP member benefit surveys to be one of the highest-rated member benefits, if not the number one benefit, offered by AFP.
The topic at our AFP Suncoast Chapter luncheon this past week was ethics; we held round table discussions answering questions and sharing situations with regards to ethics. The AFP self-governed process for addressing ethical concerns was also shared, along with other ethics resources and tools that are made available to AFP members.
Instead of sharing some of the information about ethics that is found on the AFP International website, www.afpnet.org, I thought I would share the link to the ethics homepage within the website and ask you to take a few minutes to visit the website and see all that’s available to you from an ethics standpoint. Please get familiar with the website, it’s an awesome resource!! I encourage you to review the standards quarterly and to take the AFP Ethics Assessment Inventory annually; this will assist you in ensuring not only you, but your team and organization, are delivering and strengthening ethical performance.
Before closing, I want to take a moment to reflect. December 31st ends my two year term as President of the AFP Suncoast Chapter. It’s been an amazing two years and I have thoroughly enjoyed working with the BEST Board and membership ever!! While serving as President, I’ve had the opportunity to meet so many wonderful people and learn so much more about the Association of Fundraising Professionals. I’ve also grown as a fundraiser, a leader, and a professional. I’m proud of all this chapter has accomplished and I’m excited about where we are heading. Thank you AFP Suncoast Chapter for everything!!
I wish you and yours a happy holiday and a peaceful New Year!!!
This past Tuesday, November 15th, the AFP Suncoast Chapter held our annual National Philanthropy Day at Lowry Park Zoo! It was a wonderful event and we had the opportunity to honor some amazing individuals and companies for their philanthropic efforts here in the Tampa Bay community. This year marks the 30th anniversary of NPD; it’s given us the opportunity to celebrate philanthropy across this nation and world for three decades. As fundraisers, we are involved daily with those who give, volunteer and are engaged in our causes and missions, so we see first-hand how people with giving hearts make a difference in our society and we are thankful for all they do in giving back.
It’s hard to believe that Thanksgiving is less than a week away. As defined by dictionary.com, this holiday is a day of feasting and giving thanks for divine favors or goodness. Thanksgiving is one of my favorite holidays; it’s a time for me to reflect on all the things I have personally and professionally been blessed with and to give thanks for these many blessings.
Today I want to thank all of you, my fellow AFP members, for all you do in your roles within your organizations and throughout the Tampa Bay area. I appreciate all the time and energy you put in to your causes and missions each and every day. You are giving in so many ways and on so many levels; you amaze me and I’m in awe of you.
I’m also thankful for the many philanthropists that exist in our community and around the world. They are the ones who truly keep this world going through their love of mankind and their focus on quality of life. I aspire to be like so many of them that I have met throughout my life and through the many National Philanthropy Day celebrations. They have impacted me in ways that they will never realize and I hope they have impacted you as well. Don’t forget to take this special time to thank all your donors and volunteers; it’s also what we do as fundraisers!
As I end this message, I hope all of you will take time this next week to reflect on all that you have been blessed with. Enjoy your time with family and friends; make time for a little R&R – you deserve it! Know that you will be part of my Thanksgiving prayers and that I am so blessed to be a part of this wonderful profession and organization.
Gratitude unlocks the fullness of life.
It turns what we have into enough, and more.
It turns denial into acceptance, chaos to order, confusion to clarity.
It can turn a meal into a feast, a house into a home, a stranger into a friend.
We had a wonderful AFP Suncoast lunch this past Tuesday; there was great networking, information, and a wonderful speaker, our very own Sara Leonard, who presented on development plans, “The Forest or the Trees”. She gave us some wonderful tips and things to think about with regards to our development plans. If you missed the lunch and Sara’s presentation, you can visit her website, the Sara Leonard Group, for a sneak peek at some of the tips she shared with us.
As I’ve mentioned before, I made a job change about a year ago; my new position as a Director of Development included creating and kicking off a development department and to begin instilling a philanthropic culture in my organization. As you can imagine, this has included a lot of writing of policies & procedures, budget, timelines, and a development plan; all which are vitally important in creating a solid foundation for fundraising and development.
As I began my development journey, I realized that I knew what needed to be done and my past development experience and knowledge was helpful, but I was going to need some extra guidance. I turned to many of my AFP colleagues for ideas, tips, and best practices; I also utilized the resources available to me on the AFP international website – www.afpnet.org. I visited their online Resource Center, Professional Development, Publications, and Marketplace/Bookstore – there is sooo… much information available on the website which can assist us (YOU) in being successful in our development roles ultimately affecting the success of our organizations.
There is a “Browse Hot Topics” located on the website and if you click on this a dropdown box appears with all types of topics related to our profession. In case you need additional assistance with development plans, one of the topics listed in the dropdown box is titled, “Hot Topic: Development Plans”. In this section, you will find the following helpful information:
* Key Components of a Development Plan
* Who Should Be Involved in Creating the Development Plan?
* What Factors Will Impact the Plan’s Success?
* Analyzing and Evaluating Development Plan Performance
* Other Resources on Development Plans
Please note – in order to access this information you will need to be an AFP member, this is one of the amazing benefits of being a member – you have access to educational tools and recourses!
One of the best resources that I discovered was the AFP Ready Reference Series, this has been my development “bible” if you will! I have used this series over and over again throughout this past year and will continue to use it. The set includes the following books and topics:
Asking for Major Gifts
2. Bringing a Development Director on Board
3. Establishing Your Development Office
4. Getting Ready for a Capital Campaign
5. Making the Most of Your Special Event
6. Reviving Your Donor File
7. So You Want to be a Consultant!
8. Developing Fundraising Policies and Procedures
Members and guests have access to the bookstore, however when ordering members will receive a “discount” – another great benefit of being a member!!
In this month’s message I wanted to provide you with additional resources for you which will help you in creating your development plan, but also to point out how valuable an AFP membership is to all development staff members. I’m very grateful for having AFP as an extension to my coworkers and colleagues. If you are not a member, I encourage you to become one. AFP international will work with you in finding the right membership and also be able to set up monthly payments if this is what works best for you. If you are already a member, I encourage you to spend time exploring the AFP website; I feel certain there will be something that you come across that you didn’t know was available and it will be beneficial for you.
Enjoy the rest of the month of October and we look forward to seeing you on Tuesday, November 15th at National Philanthropy Day. If you haven’t purchased your tickets there’s still time!!! It’s going to be an AMAZING CELEBRATION!!
“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.” – John Quincy Adams
“Leaders must be close enough to relate to others, but far enough ahead to motivate them.”
– John C. Maxwell
Based on the first quote made by John Quincy Adams and as development team members, we are all leaders. Each and every day our conversations and activities with donors and prospects inspire them to learn more about our organizations and missions; we encourage them to make a difference in the lives of others. The second quote says leaders build strong, friendly relationships allowing us to influence them to do something more with us – that’s fundraisers in a nutshell!! A person doesn’t have to hold the title of VP of Development or Director of Development or even Executive Director to be a leader in our profession.
This week’s AFP Suncoast program presenter was Kathryn Davanzo and her presentation, “Six Steps to Influence and Impact: Developing Your Leader Self-Identity – Leader P.O.V.” – it was a wonderful presentation. The six steps she spoke to include:
Enlistment (casting vision, generating buy-in, setting a course)
Execution (getting things done, monitoring progress, addressing barriers)
When carefully reviewing these six steps and their actions/activities, you will note that they closely resemble all that we do in building relationships and partnerships with donors, community partners and prospects.
Kathryn discussed discovering (examining) and defining our leadership skills and values: we should spend time reflecting and asking others for feedback. Whether you have a leadership title and lead a group of employees OR you are a fundraiser working with donors, it’s a good idea to re-examine your activities, share best practices, and fine tune your effectiveness as a leader. There are so many resources available to help you do this. Many are available to AFP members through www.afpnet.org – there’s Professional Development, a Resource Center, and a Marketplace / Bookstore – it’s all at your fingertips Take advantage of your membership and make time to visit one or more of these resources; search on leadership, find options which will help you in growing as an influential development leader.
“The greatest leader is not necessarily the one who does the greatest things. He is the one that gets the people to do the greatest things.” – Ronald Reagan
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