Sample Policies for Chapters
Please edit this policy as appropriate for your chapter
Chapter Speakers Policy
(Chapter Name)
(Date Approved)
(Date Revised)
This policy will provide specific guidelines to for-profit and not-for-profit vendors who
wish to present educational programs to the membership of the (chapter name)
Chapter of AFP. Vendors are defined as corporate entities who sell a product and/or
service.

Speakers who are vendors must refrain from overt marketing of their services or
products from the lectern.

Speakers may distribute their promotional materials before, during or after the
luncheon or conference.

Speakers are encouraged to have a display table in the room, with their
promotional materials, and/or their published books

The vendor is required to make advance arrangements, at the time of booking,
with the Chapter in the event there is a need to coordinate shipping, receiving,
storing or selling a vendor’s materials/books.

Financial support from a vendor of a conference or luncheon does not constitute
permission to promote their services or products from the lectern.

Any speaker will be required to sign a Speaker Acceptance Form (note: a
sample acceptance form is included in this policy). The form specifically
addresses four expectations:
o The content of the presentation is accurate,
o The presentation is an original work and will not infringe on any personal
or property rights of any other person or organization,
o The presentation will be educational in nature and will not include a sales
pitch for any specific product or service,
o The presentation does not contain any material that is slanderous,
offensive, or disparages the products or services of any person or
organization.
Breach of Policy
Speakers who violate the guidelines of this policy may not be invited to participate as a
speaker in future AFP chapter activities. Speakers are encouraged to familiarize
themselves with this policy and the AFP Code of Ethics (so as not to advocate a
contradiction to any point therein).
Revised June 2008
Sample Policies for Chapters
Please edit this policy as appropriate for your chapter
Important information to consider when formulating your chapter policy on
speakers:

At the time of making initial arrangements, discuss the topic and title for the
presentation with your speaker. This way you can share helpful information
about the audience, their particular interests and perspectives, and ensure that
the presentation will have sufficient educational content. The title of the
presentation will be important in marketing the program to your members.

Prior to booking your speaker, consider their communication skills: Have you
attended one of their presentations? Can you ask for references to make sure
this person is an effective presenter? Can you seek previous audience
evaluation results from other chapters, or IHQ? The International Conference
Committee archives speaker’s ratings from many years of conference
proceedings.

Develop a standard “Request for Proposal” (note: a sample RFP is included in
this policy).
Revised June 2008
Sample Policies for Chapters
Please edit this policy as appropriate for your chapter
Sample Speaker Acceptance Form
1. I agree
a.
b.
c.
d.
to present the following program:
Program Title: __________________________________________________________
Date: _____________________________
Time: _____________________________
Type of Program (in-person, audio, etc.)______________________________________
e. The program will cover information/topics requested by AFP ( Chapter Name) and agreed
to by me.
2. I agree to comply with all program-related deadlines provided to me by AFP (Chapter Name),
including but not limited to deadlines for handouts, etc.
3. During my presentation, I will not engage in any type of promotional marketing or selling of any
product or service, and I will not disparage AFP (Chapter Name) in any way.
4. I agree to notify AFP (Chapter Name)'s program manager immediately in the event that an
emergency should prevent me from meeting my obligation as a content leader.
5. I grant to AFP (Chapter Name) a royalty-free license to use, reproduce and distribute my
presentation (including all handouts and PowerPoint presentations) in any way in the future, with
appropriate attribution to me. I understand that this license does not change the fact that I
retain copyright ownership of my presentation, and does not prohibit me from using my
presentation in any way or from allowing others to use it.
6. I agree to use the PowerPoint and handout templates and logos provided to me by AFP ( Chapter
Name) for any PowerPoint presentation and/or handouts I may utilize in connection with the
program, and I agree not to use these templates and logos in any way except in connection with
this or other AFP programs.
7. To the best of my knowledge, my presentation does not violate any proprietary or personal rights
of others (including any copyright, trademark and privacy rights), is factually accurate, and
contains nothing defamatory or otherwise unlawful. I have the full authority to enter into this
agreement and have obtained all necessary permissions or licenses from any individuals or
organizations whose material is included or used in my presentation.
8. I authorize AFP (Chapter Name) to use my name, likeness, photograph, and biographical data in
connection with the use and promotion of the program.
9. I provide consent for AFP (Chapter Name) to record my presentation in audio and/or visual form.
I understand that AFP (Chapter Name) will be the sole copyright owner of the recording and can
distribute and sell it, along with any supporting materials. Upon request, AFP (Chapter Name)
will provide me with one complimentary copy of the recording, however, I agree not to sell,
distribute, stream over the Web, or otherwise use the recording in any way other than for my
personal, archival use, except with the prior written consent of AFP (Chapter Name).
10. I understand that I will not receive any royalties, honoraria, reimbursement of expenses, or other
compensation from AFP (Chapter Name) in connection with the program or the rights granted
above.
By signing this Presenter Letter of Agreement, and based on mutual consideration, I understand and
agree to the above terms and conditions.
_______________________
Presenter Signature
_______________________
Printed Name
_______________________
Date
Please fax signed agreement to AFP (Chapter Name) at xxx-xxx-xxxx.
Revised June 2008
Sample Policies for Chapters
Please edit this policy as appropriate for your chapter
Request for Proposals
Professional Development Programs
(Chapter Name)
(Chapter Name) seeks proposals for educational programs for its (year) program year.
Our chapter is located in (city, state) and consists of (###) members with a range of
experience and organizations represented.
Monthly programs are held on (the second Friday) of the month at (7:30 am) at the
(location). Programs are typically one hour long, with speakers talking for about 50
minutes and a 10-minute question/answer period. Each monthly program serves 50-80
nonprofit staff, board members and volunteers.
Program topics should appeal to fund development professionals, executive directors,
board members and volunteers. Topics range from the science of fundraising
strategies to leadership skills, current events affecting the field, the use of technology
and other areas of interest to our membership.
Please complete the attached proposal document and attach a current resume with at
least one reference (with phone and email information) who can address your
presentation skills. Letter of recommendation is also acceptable.
Preference will be given to presenters with a CFRE/ACFRE credential and/or
certification from the AFP Faculty Training Academy. Preference will also be given to
AFP Members.
The Chapter may provide reimbursement of expenses for handouts, mileage at the
current IRS rate, air travel and/or one-night’s lodging, if needed. The Chapter does not
provide honoraria.
Presenters representing companies that provide services for a fee to nonprofit
organizations will be considered if the presentation topic provides overall educational
value to our members. For-profit presenters will be permitted to bring promotional
information, to be available to participants after the program concludes. Sales
statements and promotional material are not permitted during the presentation.
Please submit proposals by to:
Program/Education Chair
Address
Email
Phone
Revised June 2008
Sample Policies for Chapters
Please edit this policy as appropriate for your chapter
Proposal
Professional Development Programs
(Chapter Name)
PROPOSALS DUE (DATE)
Program Title:
Brief Promotional Description:
Learning Objectives and Participant Outcomes:
Presenter Name:
Credential:
CFRE
ACFRE
FAHP
Not Applicable
Title:
Company:
Address:
City, State, ZIP:
Phone:
Fax:
Email:
AFP Faculty Academy Training?
Yes
No
AFP Member?
Yes
No
Chapter:
________________________________________
Participant Skill Level:
__New Fundraiser
__Midlevel (5-10 yrs.)
Preferred Dates (second Friday of the month at 7:30 am):
__January
__April
__July
__February
__May
__August
__March
__June
__September
__Advanced (11-20 yrs.+)
__October
__November
__December
Please attach resume and one reference or letter of recommendation. Return by (date) to:
Program/Education Chair, Address, Email, Phone
Revised June 2008