An international volunteer organization working to improve the lives of women and girls, in local communities and throughout the world. SOROPTIMIST INTERNATIONAL OF THE AMERICAS Region Fundraising Chairs Conference Call Agenda Tuesday, January 20, 2015, 7:00 p.m. EST Region Fundraising Chairs Karen Block, Camino Real Region Diana Orlando, Desert Coast Linda Glantz, Founder Region Kimberly Cook, Golden West Region Marta Page, Northwestern Region Kathy McAfee, Northeastern Region Virginia Dempsey, South Atlantic Region Marie Ambrosino, Southern Region Fundraising Council Members Tamra Sipes, Chair Kelly Fogarty Suzanne Sullivan Headquarters Staff Nancy Montvydas, Senior Director of Development Sarah Burke, Development Manager Shevaun Brannigan, Development Assistant Governor Terri Pettengill, Southern Region Governor-elect Stephanie Smith, Northwestern Region Sarah thanked everyone for taking the time to be on the call. Sarah also introduced Shevaun as a new staff addition to the Development team at headquarters. Club Giving Sarah talked asked the Region Fundraising Chairs what they are doing in their regions to encourage Club Giving. She mentioned that Colleen of Western Canada region recently sent out a really great message to clubs reminding them to give. The region is also holding an additional contest to give out an additional $500 for a Live Your Dream award for clubs that make a Club Giving contribution of at least 10%. That message is now posted on your region chair website. Founder Region recently sent out their first newsletter that included some wonderful information about the importance of Club Giving. Linda provided the newsletter editor with information on how much the region gives vs. how much they receive through federation programs. She also included the Club Giving levels and provided her information for clubs to contact her with questions and to speak at their club meetings. Diana of Desert Coast Region mentioned that the region will be doing a Bingo with wining proceeds to go to the winners club for their Club Giving donation. 1709 Spruce Street | Philadelphia, PA 19103 | 215-893-9000 | siahq@soroptimist.org | Soroptimist.org | LiveYourDream.org © Soroptimist International of the Americas Region Fundraising Chairs January 2015 Call Sarah asked if they have all of the resources you need for Club Giving and if there anything else we could provide that would be helpful. Marta from Northwestern Region said it would be helpful if SIA could provide Region Fundraising Chairs with an excel spreadsheet with all the contact information for clubs. SIA headquarters uses the club email address and does not have all personal email addresses for members. Governor-elect Stephanie of Northwestern Region will provide Marta a list of all club email addresses Sarah asked the region fundraising chairs if they felt that the current Club Giving benefits offered motivate clubs to give. Nancy also added that we are looking to the Region Fundraising Chairs to guide us and give us a sense of whether the clubs like the current benefits, to provide us with any ideas for 2015-2016 club year, and, whether the clubs are looking strictly for recognition and would they miss it if we took it away. Feedback from the Region Fundraising Chairs: Linda mentioned that she is not sure that the clubs are looking at the benefits and believes the clubs like the recognition. Southern Region Governor Terri is struggling to get clubs to give and the clubs do not like the 10% idea. Clubs don’t seem to understand that the recognition levels have remained the same and that the 10% idea is a psychological thing with the clubs. Tamra stated that the 10% topic will be addressed on the Town Hall Calls. Marta also mentioned that her region does not understand where the 10% should come from. Marta used the 90% number—keep 90% for your local projects to explain to the clubs in her region. Virginia from South Atlantic Region said that clubs in her region does not trust where the 10% is going. They only hear from SIA when SIA is asking for money. Nancy added that SIA is trying to determine our collective impact by asking clubs to give 10% of money they raise locally to continue helping women and girls. Region Conferences Nancy mentioned that region conferences are right around the corner. The Region Fundraising Chairs received the January 5 Conference Call Agenda with some links to resources they can use for their conferences. The development department will be in touch with the Region Fundraising Chairs closer to their conferences with some additional talking points for their use. Nancy reminded the region fundraising chairs to contact their Official Visitors in case they want them to do something at their region conference. Keep in mind that the Official Visitor will have to be contacted early so that she will have enough time to do what you ask of her; whether it be a presentation, fundraiser, etc. Nancy let the chairs know that the reports and presentations are posted on the Region Fundraising Chair web page and if you request other reports, please allow at least five working days for your request to be sent to you. Pins and the monthly giving promotional item can be requested on consignment by emailing Luz at luz@soroptimist.org with the number of items and the address of where they should be shipped. Please notify Luz about 4 weeks prior to your conference, if possible, so we can make sure you get everything you need on time. All items remaining after your conference, along with contributions raised at conference, are due back to SIA headquarters 2 weeks after your conference is over. © Soroptimist International of the Americas. January 2015 page 2 of 3 Region Fundraising Chairs January 2015 Call Designated Contributions Nancy updated the region fundraising chairs on changing the donation process to allow for designated contributions and noted the project is on schedule for implementation by September 1, 2015. Contributions designated for these programs will be credited to the donor’s total contribution for recognition in the Laurel Society. We will keep you posted on the progress. Region Fundraising Chairs can announce this coming change but members will not be able to participate until September 1, 2015. The designated contributions are for individuals only. Because of the amount of work that goes into setting up the designated contribution, clubs will not be able to designate their contribution for Club Giving but we will visit that designation in the future. Corporate Sponsors Nancy reminded everyone the importance of engaging with our sponsors – the more members that engage with sponsors, the more corporate sponsors we will attract, opening up a great new revenue stream to fund programs instead of relying solely on individual and club contributions. Karen of Camino Real Region said she completed Happify activities and feels they are fun. We would like all Region Fundraising Chairs to encourage members in their region to complete an activity. Creating a Culture of Philanthropy within Your Region Sarah walked the Region Fundraising Chairs through a short presentation on how you can help to create a culture of philanthropy within their region. https://www.slideshare.net/secret/BVQcsNONZMEXme The presentation covered topics such as how last year more money was raised for our programs than ever before. Fundraising (writing appeal letters; tasks to make the ask) vs. Philanthropy (values and feelings), the fundraising process and how to cultivate potential donors. Sarah thanked the region fundraising chairs for being on the call and noted that the next conference call would be schedule post-region conferences. Call ended at 7:45 PM. © Soroptimist International of the Americas. January 2015 page 3 of 3