Chapter Campaign Toolkit Webinar
Presented by:
Diane LaVigna, CFRE, Director of Annual Giving
AFP Foundation for Philanthropy
dlavigna@afpnet.org , 703-519-8446
April 9, 2014
Q: What is BE the CAUSE?
• Individual Giving Program
• Formerly Every Member Campaign
• Different program from Chapter Impact
Campaign (formerly Chapter Treasury)
New Website Addresses
BE the CAUSE Campaign Website
For members & general public
www.afpfoundation.org/bethecause
or ww.afpfoundation.org
BE the CAUSE Toolkit
Chapter Campaign Resources
For chapter leaders
www.afpfoundation.org/toolkit
Foundation Info on AFP Website
Online Giving
www.afpnet.org
• General info for members
and the public
• Login with personal AFP membership
username & password for chapter resources.
• Login with chapter username & password for
campaign tally report.
www.afpfoundation.org/bethecause
Home
Why Give
Why Give
Infographic
Donate Now
One Click Online Donation Page
New!
Donor Acknowledgement Policy
• Donors who give <$250 online will immediately receive
an automatic email acknowledgement;
• Donors who give <$250 via check or credit card over the
phone will receive an email acknowledgement within
one week; and
• Donors who give 250+ will receive an acknowledgement
letter through the USPS within one week.
LEARN MORE > Links to AFP Foundations
page of www.afpnet.org
www.afpfoundation/toolkit
STEP 1:
Campaign Implementation Plan &
Revenue Allocation Agreement Form
Deadline: May 30, 2014
Replaces the Chapter Partnership Grant
Application Form
Anticipated Usage of Campaign Resources
• Put a check mark next to the resources
you think you may use throughout the
year
• Enter month(s) in which you may use
them
Examples:
X Tent Cards
X Solicitation Letters
May, Sep, Nov
April, Oct
RuffaloCODY Calling Program
• Services provided pro bono by RuffaloCODY
• Convenient way to reach members you don’t see
very often
• High participation rate from new members
• Modifying script to take address fact that callers
are contacting fundraisers
• Chapters can remove donors or members from
the calling list
Stewardship
• Present donors with donor pins at chapter events
 Order pins through AFP Foundation
• Invite donors to complete an “I give because…”
placard, take their photo and add them to your
PowerPoint presentation
 Download placards from Toolkit
• Verbally acknowledge donors and ask them to stand
at chapter events
• Recognize donors on your chapter website
• All donors will be listed on the AFP Foundation
website and in the 2014 annual report
New Donor Recognition Levels
$25,000+
$10,000-$24,999
$5,000-$9,999
$2,500-$4,999
$1,000-$2,499
$500-$999
$250-$499
$100-$249
Up to $99
Chairman’s Club
Investors’ Club
Founders' Club
Steward’s Club
President’s Club
Ambassador’s Club - Emerald
Ambassador’s Club - Ruby
Ambassador’s Club -Sapphire
Friends of the Foundation
Accessing Chapter Tally Report
• Login to www.afpnet.org with chapter username and password,
CHAPTERCODEFDC, (same entry for username and password; all in caps; case
sensitive).
• At the top of the screen, click on “My AFP Profile.”
• Scroll down to Foundation Development Chair Reports and click on “Chapter
Tally Report.”
• “2013” or “2014” will appear in the box (or enter year for which you wish to
run the report) and click “Continue.” The Chapter Tally Report will load at this
point.
• If report doesn’t appear, be sure to allow popups or disable popup blockers.
NOTE: each browser has a different method for disabling popups.
Accessing Online Chapter Resource Guide
• Login to www.afpnet.org with your membership username
and password
• Click on the green “Chapters” tab
• Scroll down to the “AFP Chapter Management Resource
Guide” section
• Click on the link for “Foundation Development Chair” in the
right-hand column under “Chapter Leader Resources”
Dates & Deadlines
If you have not yet finalized your chapter’s
2014 goal – please do so ASAP.
If we don’t hear from you by April 30, we will
record the proposed goal as your official
chapter goal.
Dates & Deadlines
Apr 30
Deadline
Submit 2014 100 Percent Chapter Board Participation Form
(U.S. and Canadian Chapters)
May 30 Deadline
Submit 2014 Campaign Implementation & Revenue Allocation Form
& Chapter Impact Campaign Gift/Pledge Form (U.S. Chapters)
Jun 17
Meeting
BE the CAUSE Campaign Conference Call (2:00pm EST)
Sep 11
Meeting
BE the CAUSE Campaign Conference Call (2:00pm EST)
Nov 13
Meeting
BE the CAUSE Campaign Conference Call (2:00pm EST)
Dec 31
Deadline
Wrap up 2014 BE the CAUSE Campaign
Chapter Impact Campaign
• Formerly Chapter Treasury Campaign
• Chapter-directed giving in 2014
– Choose among three options
• Capacity Building
• Research
• Professional Education & Career
Development
Thank you, thank you, thank you
You are the best of the best;
fundraisers who are also
volunteers and philanthropists!