VP-Elect of Membership - Association of Fundraising Professionals

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AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
PRESIDENT ............................................................................................................................................................................................. 2
PRESIDENT-ELECT .............................................................................................................................................................................. 3
IMMEDIATE PAST PRESIDENT ........................................................................................................................................................ 4
TREASURER ........................................................................................................................................................................................... 5
TREASURER-ELECT ............................................................................................................................................................................ 6
SECRETARY ........................................................................................................................................................................................... 7
VP OF DIVERSITY................................................................................................................................................................................. 8
VP-ELECT OF DIVERSITY .................................................................................................................................................................. 9
VP OF EDUCATION ............................................................................................................................................................................ 10
VP-ELECT OF EDUCATION .............................................................................................................................................................. 11
VP OF MARKETING ........................................................................................................................................................................... 12
VP-ELECT OF MARKETING ............................................................................................................................................................ 13
VP OF MEMBERSHIP ......................................................................................................................................................................... 14
VP-ELECT OF MEMBERSHIP .......................................................................................................................................................... 15
VP OF PROGRAMS ............................................................................................................................................................................. 16
VP-ELECT OF PROGRAMS ............................................................................................................................................................... 17
PHILANTHROPY DAY CHAIR ......................................................................................................................................................... 18
PHILANTHROPY DAY CHAIR-ELECT .......................................................................................................................................... 20
PROFESSIONAL DEVELOPMENT FUNDS CHAIR ...................................................................................................................... 21
FOUNDATION COORDINATOR....................................................................................................................................................... 22
GOVERNMENT RELATIONS CHAIR.............................................................................................................................................. 23
VOLUNTEER COORDINATOR ......................................................................................................................................................... 24
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
President
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09
1/01/10 – 12/31/10 Immediate Past President
Incumbent: Christine Jeffers, CFRE
Average Time Commitment per Month: 20+ hours
General Function Of The Position:
The President oversees activities of the Chapter membership. Accordingly, the President is
accountable to the entire Chapter
Job Know How And Principal Activities:
The President is a Chapter member in good standing with at least seven years’ experience in the
development field and/or a CFRE. Excellent organizational and people skills a must!
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Call meetings of the Board of Directors, plan the agenda and lead meetings to conduct the
business of the Chapter in a timely way.
Recruit and appoint chairs for the non-elected standing and special committees of the Board.
Support, supervise and encourage Vice Presidents and other Board members in their duties.
Represent the Chapter at public meetings and with the media, as needed.
Represent the Chapter at Philanthropy Day.
Represent the Chapter at regional meetings of AFP Presidents or appoint a representative.
Represent the Chapter as a delegate to the National Assembly.
Help welcome attendees to the monthly meetings of the Chapter.
Ensure that activities of the Chapter are conducted in accordance with the Bylaws and the law.
Coordinate planning for the long-term continuity and health of the organization, including
Chapter goals and objectives.
Complete the year-end report for National AFP.
Plan annual board retreat with President-elect.
Work with the President-Elect for a smooth transition of responsibilities.
Supports annual AFP Every Member Campaign through a personal contribution.
Ensure that honors and distinctions such as “Chapter Leadership Award” are given in a timely
fashion.
Effect On End Results:
As a direct result of the efforts of the President, the following will occur:
 President-Elect, Vice Presidents and Committee Chairs are inspired to plan and carry out
activities and programs in support of Chapter membership.
 President-Elect and Vice President-Elects have a clear vision and enthusiasm for their
pending responsibilities.
 The Chapter membership continues to grow, both in numbers and professional development.
 The Chapter membership reflects the diversity of the community and sector.
 The public recognizes the contributions and ethical standards of the professional fundraising
community.
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
President-Elect
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09 as Elect
1/01/10 – 12/31/10 as President
1/01/11– 12/31/11 as Immd Past Pres
Incumbent: Judy Whittier, CFRE
Average Time Commitment per Month: 15 hours
General Function Of The Position:
The President-elect assists the President in overseeing activities of the Chapter membership. The
President-elect is also responsible for ethics training and coordination of ethics activities for the
chapter.
Job Know How And Principal Activities:
The President-elect is a Chapter member in good standing with at least seven years’ experience in
the development field and/or a CFRE. The President-elect is a full-partner with the Board President.
 In absence of President, call meetings of Board of Directors, plan the agenda and lead
meetings to conduct the business of the Chapter in a timely way
 Assist in the recruitment and appointment of chairs for the non-elected standing and special
committees of the Board
 Work in partnership with the President to research and implement new programs approved by
the Board of Directors
 Serve as primary liaison between the Chapter and the Administrator; coordinate Chapter
Administrator’s evaluation and contract negotiation
 Provide orientation for new Board members before the beginning of their terms.
 Solicit mid-year and year-end activity reports from Board members.
 Review and evaluate year-end reports of committee activities.
 Help plan and implement year-end Board retreats
 Coordinate the training and implementation of AFP's ethical code of conduct.
 Help VP of Programs to plan one ethics luncheon program during the year.
 Complete the chapter ten star award application.
 Represent the Chapter as a delegate to the Chapter President's Council.
 Help welcome attendees to the monthly meetings of the Chapter.
 Supports annual AFP Every Member Campaign through a personal contribution.
Effect On End Results:
As a direct result of the efforts of the President-Elect, the following will occur:
 Vice Presidents and Committee Chairs are inspired to plan and carry out activities and
programs in support of Chapter membership
 Vice President-Elects have a clear vision and enthusiasm for their pending responsibilities
 The Chapter membership continues to grow, both in numbers and professional development
 The Chapter membership reflects the diversity of the community and sector
 The public recognizes the contributions and ethical standards of the professional fundraising
community
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
Immediate Past President
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09
Incumbent: Scott Johnson,CFRE
Average Time Commitment per Month: 10 hrs
General Function of the Position:
Provide Chapter leadership for subsequent year(s) by securing a slate of qualified candidates to be
elected to the Board of Directors by the membership of AFP, Silicon Valley Chapter. Oversee
selection of qualified candidates to fill current vacancies in elect and other one-term positions.
Job Know How and Principal Activities:
 Recruit and chair a Nominating Committee, consisting of the Past-President, President,
President-Elect and other senior level AFP members, as needed
 Solicit updated job descriptions from Board members.
 Develop a plan and timeline to identify and recruit viable Board candidates
 Publicize/market the benefits of involvement and taking leadership to Chapter members
 Seek nominations of candidates, including self-nominations, from the AFP membership
 Evaluate nominations and recruit additional candidates, as needed
 Present a slate of candidates to the membership for election to the Board of Directors
 Work with Board of Directors to fill any vacancies that occur throughout the year due to
resignations
 Prepare and send a welcome letter to new members to the Board for the subsequent year
 Participate in planning orientation for new Board members
 Prepare Chapter Service award nomination timeline, collect nominations, review nominations,
convene committee to make selection, order award, present award at December meeting.
 Provide assistance to the President and President-elect, as needed, to ensure policy and
historical continuity
 Supports annual AFP Every Member Campaign through a personal contribution
End Results:
 Continuity of able and committed Chapter leadership
 Awareness throughout the Chapter of the benefits of assuming leadership positions
 Awareness throughout the Chapter of the leadership opportunities available to members
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
Treasurer
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09
Incumbent: Patricia Narciso, CFRE
Average Time Commitment per Month: 10-15 hours
General Function of the Position:
Responsible for the maintenance of all fiscal records for the Chapter, including financial reports,
budgets, investments and monthly reports to the Board.
Job Know How and Principal Activities:
 Chair the Finance Committee, consisting of treasurer, treasurer-elect, president, presidentelect and other Chapter leadership as needed
 Direct the maintenance of financial records (QuickBooks Online Edition) by the Chapter
Administrator
 Working knowledge of Excel
 Review monthly bank statements
 Work with Chapter Administrator on reconciliation of bank and investment accounts
 Review invoices and sign checks prepared by the Chapter Administrator
 Prepare budget worksheets for Board of Directors
 Develop budget and subsequent drafts and present final budget to Board for approval,
 Manage Chapter investments, as recommended by the Finance Committee
 Approve pricing of all Chapter events and membership fees, as recommended by the Finance
Committee
 Advise and prepare reports to the Board on financial issues relating to the Chapter, as
recommended by the Finance Committee
 Preparation of annual tax forms using local CPA. Coordinate payment of any fees due the
Franchise Tax Board and IRS
 Supports annual AFP Every Member Campaign through a personal contribution
End Results:
 Oversight provided for setting of membership fees and event prices
 Sound management provided for Chapter investments
 Careful monitoring provided of decisions affecting the financial well-being of the Chapter
 Leadership provided for financial planning for immediate and long-term need of the Chapter
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
Treasurer-Elect
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09 as Elect
1/01/10 – 12/31/10 as Treasurer
Incumbent: Chelsey Piasentin Souza,CFRE
8-10 hours
Average Time Commitment per Month:
General Function of the Position:
Responsible for assisting the treasurer with the maintenance of all financial records for the Chapter.
Responsible for financial administration (distribution and tracking) of all scholarship monies granted
by the Chapter.
Job Know How and Principal Activities:
 Ability to analyze and monitor the financial records (QuickBooks Online Edition) maintained by
the Chapter Administrator
 Assists Treasurer with oversight of all financial records and Chapter investments
 Working knowledge of Excel
 Assists Treasurer with preparation of annual tax forms
 Member of the Finance Committee
 Member of the Scholarship Committee
 Sets up system for distribution and tracking of all scholarship monies granted by the Chapter
 Assists Treasurer with financial planning for immediate and long-term needs of the Chapter
 Supports annual AFP Every Member Campaign through a personal contribution
End Results:
 Accurate and well-maintained Chapter financial records,
 Sound management of Chapter Scholarship monies,
 Continuity of financial leadership for the Chapter,
 Continuity in strategic planning for financial management and sound investment of Chapter
resources
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
Secretary
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09
Incumbent: Leslie Williams Hurt
Average Time Commitment per Month: 10-12 hours
General Function Of The Position:
The Secretary supports the administrative function of the Board. This includes, but is not limited to,
the following: preparing meeting minutes, maintaining Chapter policies and procedures as well as
“official” Chapter correspondence.
Job Know How And Principal Activities:
The Secretary is a Chapter member in good standing with at least two years’ experience in the
development field. The Secretary is expected to attend the majority (80 percent) of Board meetings,
including retreats, and to secure back-up if s/he is unable to take minutes at any of these meetings.
In addition, the Secretary is a member of the Executive Committee and is expected to attend the
majority of these monthly meetings.
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Record and write up minutes of all Board meetings
Distribute meeting minutes to all Board members
Work with VPs and Committee Chairs to obtain monthly written reports, and provide copies of
reports for the Board meetings
Maintain the book of minutes, Chapter policies, procedures and changes of bylaws
Assist President in preparing and mailing monthly meeting packets
Supports annual AFP Every Member Campaign through a personal contribution
Serve as liaison between executive committee and one other selected committee
End Results:
As a direct result of the efforts of the Secretary, the following will occur:
 Board members will be apprised of all major decisions and activities rendered at Board
meetings
 The Chapter will be current in maintaining policies and procedures
 Official correspondence, including Board minutes, will be in one central place
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
VP of Diversity
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09
Incumbent: Taryn Ishida
Average Time Commitment per Month: 10-15 hours
General Function of the Position:
The Vice President of Diversity oversees the diversity activities of the chapter with the goal of (1)
creating a more diverse membership for the Chapter; (2) working across committees to create
understanding of different cultural perspectives; and (3) facilitating the recruitment and retention
members of color and/or organizations who address ethnic specific and/or special populations.
Job Know How and Principal Activities:
This job requires two years experience in fundraising as well as excellent organization,
communication and people skills. Principal activities are designed to:
 Create an open forum for discussion, learning and understanding of target audiences.
 Develop and implement appropriate outreach methods to be more inclusive of Development
professionals of color and/or those who work for organizations who address ethnic specific
and/or special populations.
Principal Diversity Activities include:
 Monthly meetings
 Conduct Focus Groups
 Identify Development/Leadership of color in the community
 Work closely with membership to leverage our efforts
 Work in collaboration with other committees to ensure a culturally competent perspective
End Results of the Diversity Team:
 Focus Group feedback and plan
 Build a Diversity Committee to include more members of color (and may potentially include
those who are not yet members). Diversity Committee to number 8 active members
 Collaborate with marketing to create a brochure that is inclusive and sensitive to the groups
that we are targeting
 Identify one target group (i.e.- African Americans, Hispanics, People with Disabilities) and
successful bring 10 potential members to meetings (average of 1 guest/meeting)
 Look into helping to coordinate an off-site monthly luncheon at a diverse organization out in
the community (i.e. ˆ India Community Center)
 Gather diversity numbers of our current membership and look to see how reflective it is to the
overall fundraising community
 Find creative ways to educate Chapter membership through brief information segments at
some monthly meetings
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
VP-Elect of Diversity
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09 as VP-Elect
1/01/10 – 12/31/10 as VP
Incumbent: Karen Kwan
Average Time Commitment per Month: 8 hours
General Function of the Position:
Responsible for assisting the VP of Diversity oversee the diversity activities of the chapter with the
goal of (1) creating a more diverse membership for the Chapter; (2) working across committees to
create understanding of different cultural perspectives; and (3) facilitating the recruitment and
retention members of color and/or organizations who address ethnic specific and/or special
populations.
Job Know How and Principal Activities:
This job requires two years experience in fundraising as well as excellent organization,
communication and people skills. Principal activities are designed to:
 Create an open forum for discussion, learning and understanding of target audiences.
 Develop and implement appropriate outreach methods to be more inclusive of Development
professionals of color and/or those who work for organizations who address ethnic specific
and/or special populations.
Principal Diversity Activities include:
 Monthly meetings
 Conduct Focus Groups
 Identify Development/Leadership of color in the community
 Work closely with membership to leverage our efforts
 Work in collaboration with other committees to ensure a culturally competent perspective
The VP-Elect Diversity will manage one or more of these activities or assist the VP Diversity as
assigned.
End Results of the Diversity Team:
 Focus Group feedback and plan
 Build a Diversity Committee to include more members of color (and may potentially include
those who are not yet members). Diversity Committee to number 8 active members
 Collaborate with marketing to create a brochure that is inclusive and sensitive to the groups
that we are targeting
 Identify one target group (i.e.- African Americans, Hispanics, People with Disabilities) and
successful bring 10 potential members to meetings (average of 1 guest/meeting)
 Look into helping to coordinate an off-site monthly luncheon at a diverse organization out in
the community (i.e. ˆ India Community Center)
 Gather diversity numbers of our current membership and look to see how reflective it is to the
overall fundraising community.
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
VP of Education
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09 as VP
2008 VP: Jennifer Svihus, CFRE
Average Time Commitment per Month: 15 - 20 hours
General Function Of The Position:
The Vice President of Education supports professional development and advancement of Chapter
membership. This includes, but is not limited to, the following: CFRE preparation, mentoring
opportunities, Scholars program, periodic audio conferences, sessions for senior development
professionals, the Consultant’s Directory, and Education e-news about additional professional
development opportunities. It also includes promotion of special programs, such as bringing The
Fundraising School to San Jose, and ‘Ask the Experts’ with CompassPoint.
Know How And Principal Activities:
The Vice President of Education is a Chapter member in good standing with at least three years’
experience in the development field. Excellent organizational and people skills are a must.
The Vice President of Education will assist in the Chapter’s overall efforts to accomplish the
following: 1) guide newer fundraising professionals in accessing information (and people) that will
support career development and ultimately, development of the fundraising field, and 2) inspire
“seasoned” professionals in their continued career growth.
For example, these goals may be achieved through the following activities: 1) promotion of CFRE
certification, 2) mentoring opportunities, 3) senior development seminars, 4) presentation of The
Fundraising School in San Jose, and others that are identified throughout the year.
Effect On End Results:
As a direct result of the efforts of the Vice President of Education, the following will occur:
 Three to five Chapter members will participate in the CFRE process during term
 Two members and their organizations will benefit from the liberal Scholars program
 Twenty members or more will benefit from the experiences and counsel provided by their
mentors
 10 - 15 “seasoned” professionals will be energized by their participation in at least four senior
discussion groups held this year
 At the suggestion and approval of the Education Committee, launch any new programs that
are felt to benefit the education needs of the membership, i.e. Scholars Program, Interest
Discussion groups, Education E-News, and audio conferences
 Supports annual AFP Every Member Campaign through a personal contribution
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
VP-Elect of Education
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09 as VP-Elect
1/01/10 – 12/31/10 as VP
Incumbent: Monika Churchill, CFRE
Average Time Commitment per Month: 8 hours
General Function Of The Position:
The Vice President-Elect-Education assists the Vice President-Education with the educational
activities of the chapter with the goal of serving the membership and developing the fundraising field.
Know-How And Principal Activities:
This job requires two years experience in fundraising, as well as excellent organization,
communication, and people skills. Principal activities are designed to:
1) guide newer fundraising professionals in accessing information and networking to support career
development; and
2) inspire “seasoned” professionals in their continued career growth.
Principal Education activities include: 1) promotion of CFRE certification, 2) mentoring opportunities,
3) senior development seminars, 4) presentation of The Fundraising School or equivalent locally, 5)
promotion of other Bay Area educational opportunities through the monthly Education E-News; and
6) other educational programs and activities that support the goals.
The Vice President-Elect-Education will serve on the Education Committee and manage one or more
of the following activities or assist the Vice President–Education as assigned.
End Results Of Work By The Education Team:
 A minimum of three chapter members will participate in the CFRE process
 At least three professional development workshops will be presented to chapter members
during the year (co-responsibility with chapter program officers)
 20 members or more will benefit from working with a mentor
 10 - 15 members will participate in senior discussion seminars
 Members responding to the chapter survey will report that they are “satisfied” or “extremely
satisfied” with chapter educational opportunities
 If the Scholars program is evaluated as successful in it’s first year, 2005, the program will
continue in following years
 When appropriate, audio conferences will be offered to the membership
 Discussion groups after the monthly lunches will take place several times in 2005 and then
evaluated for continuation
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
VP of Marketing
Date: January 1, 200
Length of Term: 1/01/09 – 12/31/09 as VP
Incumbent: Erin O’Toole
Average Time Commitment per Month: 20 hrs
General Function Of The Position:
The Vice President of Marketing directs the Chapter’s efforts in promoting the Chapter, AFP,
philanthropy, and the fundraising profession. Starting with a comprehensive Marketing Plan, the VP
of Marketing works in a number of ways to effectively market Chapter events to members,
nonmembers, the media, and the general public.
Job Know-How and Principal Activities:
This job requires strong experience in marketing and media relations, as well as excellent writing and
editing skills. It also requires familiarity with word processing software and website structure.
The VP of Marketing, with support from the VP-Elect of Marketing, develops and implements a oneyear marketing plan for the Chapter. Activities included are member communications, media
coverage, event publicity, membership promotion, and other activities designed to raise the Chapter’s
visibility and its stature in the community. The Marketing VP prepares the annual schedule of content
assignments for the Chapter’s twice-monthly e-newsletter.This position oversees the updating and
maintenance of the Chapter website, in coordination with the VP Marketing Elect.
The VP of Marketing provides leadership for the Chapter Marketing Committee, and recruits active
volunteers for the committee.
All tasks and projects must be completed within the accounting budget established by the AFP Board
of Directors each year. The Vice President Marketing also prepares and submits budget estimates for
the following year.
In addition, the Vice President of Marketing serves as a resource for the Philanthropy Day
Committee’s marketing team in the review and distribution of press releases and PSAs, and
oversees production of a Chapter Report to the Community.
The VP of Marketing supports annual AFP Every Member Campaign through a personal contribution.
End Results:
 Increased attendance at events
 Increased membership and outreach to nonmembers
 Increased awareness of membership benefits
 Increased awareness of CFRE and ACFRE standards
 Increased visibility in the community for Chapter events
 Increased media coverage about the Chapter, AFP, and philanthropy
 Increased awareness of high ethical standards and professionalism
 Increased awareness of the role of nonprofits in our community
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
VP-Elect of Marketing
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09 as VP-Elect
1/01/10 – 12/31/10 as VP
Incumbent: Karyn Cilker
Average Time Commitment per Month: 10 hours
Overview of the Position:
The VP-Elect of Marketing assists the VP of Marketing in promoting the Chapter, AFP, philanthropy,
and the fundraising profession. The VP-Elect assists in a number of ways to effectively market
Chapter programs and events to members, nonmembers, the media, and the general public.
Job Know-How and Principal Activities:
This job requires strong experience in marketing and media relations, as well as excellent writing
skills. It also requires familiarity with word processing software and website structure.
The VP-Elect of Marketing assists the VP of Marketing in developing and implementing a one-year
marketing plan for the Chapter. Activities included are member communications, media coverage,
event publicity, membership promotion, and other activities designed to raise the Chapter’s visibility
and its stature in the community.
With the guidance of the VP of Marketing, the VP-Elect of Marketing assumes primary responsibility
for promoting specific Chapter programs and events, i.e., the Mentor Program, Fundraising School in
San Jose, the Scholarship Program, the CFRE program, special workshops, etc.
In addition, the VP-Elect of Marketing assists the VP of Marketing with production and editing of
several publications for Philanthropy Day, including the newspaper insert, press releases, and public
service announcements. The VP-Elect of Marketing is responsible for production and editing of the
bi-weekly AFP e-Newsletter.
The VP-Elect of Marketing supports annual AFP Every Member Campaign through a personal
contribution.
End Results:
 Increased attendance at events
 Increased membership and outreach to nonmembers
 Increased awareness of membership benefits
 Increased awareness of CFRE and ACFRE standards
 Increased visibility in the community for Chapter events
 Increased media coverage about the Chapter, AFP, and philanthropy
 Increased awareness of high ethical standards and professionalism
 Increased awareness of the role of nonprofits in our community
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
VP of Membership
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09 as VP
Incumbent: Jen Javernick
Average Time Commitment per Month: 10 hours
General Function of the Position:
 Maintains membership statistics and reports to the Board on a monthly basis; reports
membership statistics for the National annual report
 Welcomes new members to the chapter with a personal email
 Encourages Board members to personally greet new members at monthly meetings and other
AFP SVC chapter events
 Manages records on lapsed memberships and encourages membership committee members
to make calls to past members identified as potential prospects for renewing
 Makes contact with prospective new members and follows up with membership information
 Develops and submits a budget for membership to the treasurer as requested
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 Works collaboratively with the Diversity and Marketing Committees to increase chapter
membership
 Organizes and chairs monthly Membership Committee meetings
 Maintains a supervisory and working relationship with the Chapter’s administrator along with
other VP positions
 Attends Board meetings, retreats and monthly functions
 Assists president of the chapter with requests for membership related activities
 Supports annual AFP Every Member Campaign through a personal contribution
End Results:
 Increase membership
 Make contact with all new members via phone, e-mail or letter
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
VP-Elect of Membership
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09 as VP-Elect
1/01/10 – 12/31/10 as VP
Incumbent: Anita Grossman, CFRE
Average Time Commitment per Month: 10 hours
General Function Of The Position:
The VP-Elect for Membership assists the Membership Vice President by following up on guests who
have attended the monthly luncheons, planning and organizing membership mixers, planning and
organizing new member orientations, attending monthly membership committee meetings and
providing other support as warranted. VP-Elect also recruits and oversees volunteers who work the
registration desk at monthly AFP luncheon and workshop meetings.
Know How And Principal Activities:
 Chapter member in good standing with at least 2 years of membership renewal and acquisition
experience
 Performs general functions of the position
 Performs additional duties as delegated by the Membership Vice President. Duties could
include, but are not limited to: membership surveys, welcome letters, name tags, and donor
acquisition strategies
 Supports annual AFP Every Member Campaign through a personal contribution
End Results:
As a direct result of the efforts of the VP-Elect Membership, in cooperation with the Membership Vice
President, the number of members for the Chapter will increase.
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
VP of Programs
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09 as VP
Incumbent: Cynthia Novack
Average Time Commitment per Month: 10 hours
General Function of the Position:
The Vice President Program coordinates the selection and recruitment of speakers, and oversees all
aspects of the Chapter’s monthly membership meetings in order to further education, participation,
and activity in AFP, philanthropy and the fundraising profession.
Job Know How and Principal Activities:
This job requires three years experience in the fundraising field, as well as excellent organization,
communication, and people skills. The primary roles and responsibilities include the following
principal activities:
 Identify speakers who meet the needs of new and seasoned fundraising professionals,
working with board members and other interested AFP members to recruit and promote
speakers
 Train VP Elect of Programs
 Recruit and train volunteer members of the Program Committee
 Establish, delegate and oversee tasks required to put on monthly program with members of
the Program committee
 Formally thank the speaker(s) and sponsor by sending a written thank you letter after they
have presented
 Responsible for proposing and overseeing the annual budget
 Responsible for delegating the following tasks
 Prepare, handout, collect and summarize, and report to the Board on the evaluation
form responses
 Arrange for meeting location, room set-up, special audio-visual needs, and sign
invoice
 Arrive early to greet speaker, introduce speaker, and arrange for acknowledgment gift
 Oversee meeting reservations, coordinate caterer and menu for each program
 Collect speakers bio and picture in the format specified and prepare a paragraph for
the invitation, article for the newsletter and email flyer to publicize event
 Determine if other publicity tasks could be undertaken and coordinate their
implementation
 Seek sponsorship for each of the programs and coordinate all aspects of the
sponsorship such as payment, thank you letter, obtaining logo, set up table,
introduce sponsor at luncheon
 Assist with any special training seminars or programs as needed and directed by the Board
 supports annual AFP Every Member Campaign through a personal contribution
End Results:
 Average attendance at monthly Chapter meetings will be 75 members and/or guests
 A minimum of two national-level speakers will be secured each year
 Programs will provide stimulation and insight into career development
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
VP-Elect of Programs
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09 as VP-Elect
1/01/10 – 12/31/10 as VP
Incumbent: Janikke Klem
Average Time Commitment per Month: 6 hours
General Function Of The Position:
The VP-Elect Program assists the VP Program in coordinating the selection and recruitment of
speakers, and helps to oversee all aspects of the Chapter’s monthly membership meetings in order
to further education, participation, and activity in AFP, philanthropy and the fundraising profession.
The VP-Elect in consultation with the VP will delegate specific tasks for each program.
Job Know-How And Principal Activities:
This job requires two years experience in fundraising, as well as excellent organization,
communication, and people skills. The primary roles and responsibilities include the following
principal activities:
 Assist the VP – Program in identifying speakers who meet the needs of new and seasoned
fundraising professionals, working with Board members and other interested AFP members to
recruit and promote speakers.
 In consultation with the VP Programs, implement the agreed upon specific tasks for each of
the monthly meetings.
 Work with the VP Marketing to gain significant visibility of and attendance at monthly
programs, including obtaining speaker’s bios and presentation outline.
 Assist the VP – Program in maintaining the budget.
 Prepare evaluation form for each meeting.
 Arrange for meeting location and room set-up, including any special audio-visual needs the
speaker may require,
 Arrive early to greet speaker and assist with program set up.
 Assist with any special training seminars or programs as needed and directed by the Board,
 Supports annual AFP Every Member Campaign through a personal contribution.
The VP-Elect Program will assume responsibility for coordination of catering for Chapter meetings
and workshops and will assume responsibility for room set-up and accommodating speaker needs.
The VP-Elect will provide assistance, as needed by the VP Program, for other principal activities
listed above.
End Results:
 Average attendance at monthly Chapter meetings will be 75 members and/or guests
 A minimum of two national-level speakers will be secured each year
 Programs will provide stimulation and insight into career development for AFP membership
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
Philanthropy Day Chair
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09
Incumbent: TBD
Average Time Commitment per Month: 20 hours
General Function of the Position:
 Works with AFP Board to set strategic goals and objectives for the Philanthropy Day Awards
Celebration,
 Recruits and coordinates the Philanthropy Day Committee, which is responsible for:
 Securing nominations in all award categories, recruiting evaluation panels to select the
award winners, and facilitating on-going communication with the honorees
 Coordinating photo shoots/securing photos of all honorees; writing all press releases
and e-news articles related to Philanthropy Day
 Coordinating logistical aspects of event including Honoree Reception and managing
day-of volunteers
 Acting as consistent point of contact for all honorees and nominating organizations
 Securing appropriate awards and commendations to be presented to the honorees at
the event
 Selling ads, securing profiles of award winners, and producing non-ad copy for the 12 to
16 page Philanthropy Day insert in San Jose Magazine (or other chosen media
sponsor)
 Securing sufficient sponsorship to cover the costs of Philanthropy Day and to support
core programs of AFP, Silicon Valley Chapter
 Structuring and coordinating the Philanthropy Day Awards Celebration Luncheon
(including table/ticket sales to the event and monitoring of expenses)
 Collecting outstanding revenue and supervising payment to vendors
 Compiling information and documentation to be passed on to the next year’s Chair and
committee
 Supervising Philanthropy Day Committee and assisting Committee in accomplishing required
tasks. Assumes responsibility for any areas that are performing under preset standards
 Supports annual AFP Every Member Campaign through a personal contribution
Job Know How and Principal Activities:
 Essential to have experience in coordinating large special events
 Needs to have budgeting and financial projection/analysis skills and experience
 Beneficial to have experience in soliciting corporate sponsorships
 Beneficial to have marketing skills and experience
 Beneficial to have editing and proof-reading skills
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
Philanthropy Day Chair (cont)
End Results:
 Secure sufficient quantity/quality nominations to ensure that awards will go to truly outstanding
recipients
 Reach a minimum luncheon attendance goal of 650
 Secure sufficient advertising dollars to do a 12 - 20 page Philanthropy Day insert in San Jose
Magazine (or other chosen media sponsor)Secure sufficient sponsorship dollars to cover the
costs of the event and to provide an additional $5,000 to $10,000 in revenue to support the
core programs of AFP Silicon Valley Chapter
 Produce a smooth-running, inspiring event that will honor the award recipients, raise the
visibility of philanthropy in the community, and showcase the professionalism of the Silicon
Valley Chapter of the Association of Fundraising Professionals
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
Philanthropy Day Chair-Elect
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09 as Chair-Elect
1/01/10 – 12/31/10 as Chair
Incumbent: TBD
Average Time Commitment per Month: 20 hours
General Function of the Position:
 Supports Philanthropy Day Chair through out the year of service
 Serves as Chair or Co-chair of one Philanthropy Day sub committee
 Attends monthly Philanthropy Day Lead Committee Meetings, Board meetings and other
Philanthropy Day meetings as needed
 Supports annual AFP Every Member Campaign through a personal contribution
Job Know How and Principal Activities:
 Essential to have experience in coordinating large special events
 Needs to have budgeting and financial projection/analysis skills and experience
 Beneficial to have experience in soliciting corporate sponsorships
 Beneficial to have marketing skills and experience
 Beneficial to have editing and proof reading skills
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
Professional Development Funds Chair
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09
Incumbent: Victoria Emmons, CFRE
Average Time Commitment per Month: 10 hours
General Function of the Position:
Job Know How and Principal Activities:
 Supports annual AFP Every Member Campaign through a personal contribution
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
Foundation Coordinator
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09
Incumbent: Bev Lenihan, CFRE
Average Time Commitment per Month: 8-10 hours
General Function of the Position:
Responsible for running the Every Member Campaign for the Chapter (which supports the AFP
Foundation).
Job Know How and Principal Activities:
 Ability to track and monitor the financial records for the campaign
 Work with Board for 100% campaign giving
 Motivate members to maintain or increase campaign giving
 Coordinate the campaign – approach to members, follow-up, thank you and recognition
 Prepare reports for and work with National AFP Foundation staff on campaign
 Supports annual AFP Every Member Campaign through a personal contribution
End Results:
 Accurate and well-maintained Every Member Campaign financial records
 Maintain or increased giving to the Every Member Campaign
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
Government Relations Chair
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09
Incumbent: Kathleen Cordova
Average Time Commitment per Month: 5 hrs
General Function of the Position:
The role of the Government Relations Chair is to keep the Chapter informed of government activities
and regulations that affect our membership, and their organizations. When opportunities arise, the
Government Relations Chair brings to the Board suggestions for advocacy activities appropriate for
members, such as writing letters to public officials.
Job Know How and Principal Activities:
 This position doesn’t require any previous experience and takes only as much time as one is
willing to put into it. AFP’s headquarters sends out monthly updates with much of the
information.
 The Government Relations Chair serves as AFP, Silicon Valley’s representative to the
California Coalition. The California Coalition was recently formed to help AFP Chapters in
California become more pro-active with regard to state legislation and regulation.
 The Government Relations Chair may also want to do additional research using resources
such as California Assn of Nonprofits, Independent Sector, and other advocacy groups via
their websites.
 Specific activities include preparing: handouts for meetings, newsletter articles and email
alerts. If advocacy opportunities arise, a case should be presented at a Board meeting.
 Supports annual AFP Every Member Campaign through a personal contribution.
End Results:
 The primary result of the work of the Government Relations Chair is an informed Chapter.
 A possible secondary result is an expanded knowledge and awareness of AFP Silicon Valley
with government officials.
AFP Silicon Valley Chapter
Board Member Job Descriptions - 2009
Volunteer Coordinator
Date: January 1, 2009
Length of Term: 1/01/09 – 12/31/09
Incumbent: Jennifer Wood
Average Time Commitment per Month: 8 hours
General Function of the Position:
Works with the AFP Board, Committee Chairs and AFP Staff in connecting chapter members with
key volunteer positions needed. Also works with chapter leadership to identify and effectively market
volunteer opportunities.
Job Know How and Principal Activities:
 Strong experience in membership and people relations
 Create and update a list of open volunteer opportunities for the membership
 Market volunteer opportunities to the membership via the newsletter, at monthly luncheons,
and emails to new members.
 Report to the AFP SVC Board at least two times a year on how volunteer activities are going
End Results:
 Increased engagement of members
 Increased awareness of membership volunteer opportunities
 The AFP SVC Board and Committees are able to more efficiently function with the human
resources that they need
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