Strategic Plan 2006-2009
Highlights & Accomplishments
Following a retreat and a series of
working sessions, the chapter’s Board of Directors adopted a
comprehensive strategic plan in August 2006.
The plan outlines goals for the next three years in the
areas of vision & values,
education, membership, image
& partnerships and governance.
Today, the board is focused on carrying out strategies
and action steps targeted for 2007.
Most activities will require member involvement to be
encourage every member to take a look at the Executive Summary
below, then volunteer to help in an area that interests
Just contact me, any member of the board or any
committee chair and sign up today!
Lisa C. Intagliata, CFRE
Philanthropy: We embrace the act,
teaching, and nurturing of philanthropy within our membership
and the greater communities we serve.
Education: We promote education to our
members regarding the practice of fundraising and to our
members and the community about philanthropy. Education
includes mentoring, networking, and learning
Ethical Fundraising: We encourage and practice
ethical fundraising through all of our actions.
Ethical fundraisers display integrity, caring and
respect in cultivating and stewarding gifts.
The profession of fundraising is
encouraged and supported through credentialing and monitoring
of fundraising practices.
the year 2012. The SW Florida Chapter of the Association of
Fundraising Professionals serves as the leading resource on
philanthropy for fundraisers, other nonprofit professionals,
donors and the general public in Sarasota, Manatee, Charlotte and
Counties. Modeling the
highest ethical principles, the chapter is an agent for
bringing together people and organizations to create a
powerful common voice for philanthropy in the region.
for its exceptional educational offerings and high percentage
of members with CFRE or ACFRE certification, AFP Southwest
Florida helps other chapters around the globe train staff,
volunteers and donors who want to work together to "grow"
philanthropy in their communities. Its Legacy
Giving and Youth in Philanthropy initiatives,
which have forged innovative collaborations across public and
private sectors, have earned multiple international awards –
including AFP’s own coveted Leadership Prize.
Locally, membership has more than doubled
from under 100 to 200 because the chapter consistently offers
interesting and useful programming, meaningful opportunities
for networking and career development, a warm, welcoming
environment, and a professional affiliation that is
prestigious and satisfying.
Provide relevant educational opportunities
to all segments of our membership
Provide educational programs of interest
and value to senior professionals
Reach out to all
counties in our service area and to non-member fundraisers
with basic educational programs
Reach out to a broad constituency to
educate them about philanthropy and AFP
Establish a database for continuing education
and provide a copy of the
AFP curriculum guide to
Education Highlights &
Program Chair Susan Olson and her team
polled members about their interests late in 2006 to shape
programs in 2007 and beyond.
Planning is well underway for a Chuck
Loring/BoardSource Workshop (May 2007) and the Fifth Annual
Fundraiser’s Forum (July 2007). Both are collaborations with
Resource Center and will attract
attendees from a broad range of agencies and locales.
Fundraising School is back!
Alternating years with the biennial, Florida-based
Planet Philanthropy, our chapter will bring top faculty in
from The Center on Philanthropy at Indiana
University for a
full-day, multi-track conference in October 2007.
Co-chairs are Bill Lloyd and Melissa Lane.
the first time, AFP Audioconferences featuring nationally
renowned speakers were offered at two new sites in 2006, at
Manatee Glens and United
Way of Charlotte
County, in addition to the Senior
Friendship Centers site in downtown Sarasota.
Twelve audioconferences are booked for 2007, most of
them booked for simultaneous live broadcast at all three
locations in Sarasota, Manatee and Charlotte.
Ongoing educational initiatives include
the popular CFRE Study Group, coordinated by Lisa
Intagliata. Held January through
September at Selby Library, these informal gatherings prepare
members who have five years or more in the field to sit for
the CFRE exam.
The Principles of Development Course is
once again on offer for members and non-members alike, at a
very affordable cost to participants.
Fourteen sessions are scheduled for 2007, from February
through August. Each 90-minute class covers
a basic fundraising subject, presented by a senior development
leader with expertise in that area.
The course is designed for those who are fairly new to
the profession, with five years or less experience.
Facilitators are Aida Matic and Jody Huebert-Hamm.
Carol Butera-Dutton leads the chapter’s
successful Mentoring Program again in 2007, matching newcomers
with seasoned professionals for monthly gatherings through
AFP International’s Mike Winn joined us
for our January 2007 member luncheon, when he showcased the
online Career Planner and other benefits available to AFP
members. New member Beth Ellen
Holimon will continue promoting the Career Planner as a
professional development tool, providing outreach and training
activities for the chapter through 2008.
Sample picture – insert a new
Looking ahead …
The chapter is exploring opportunities to
work with other partners and underwriters to conduct a
first-time study on the “State of Fundraising” in our
And it’s official…for the first time ever,
the 2008 Statewide Planet Philanthropy Conference will be
co-hosted by our Southwest Florida Chapter along with the
Tampa/St. Petersburg Suncoast Chapter.
The local chapters will coordinate with dedicated
volunteers from across the state, bringing in speakers,
faculty and vendors from around Florida and the nation.
Increase membership from 122 to 130
Increase retention of members from 72.2% to 73.5%
Develop a more engaged membership
Membership Highlights &
Total membership reached 125 by February
2007, and membership renewals rose to 80.5%.
Successful strategies adopted by Julie
Wills and the membership committee in 2006 included
Extending the greeters program at monthly
meetings to welcome members and guests
Holding a drawing for guests to enjoy a
“free lunch” at next month’s meeting
holding a Membership Mingle social event
at the Ringling
School of Art &
Design gallery for current members to bring prospective
Promoting AFP membership at programs and
events, including the Fundraisers Forum, Audioconferences and
other educational offerings in Sarasota, Manatee and Charlotte
Introducing new members at
Using “high touch” techniques,
person-to-person, to connect with members who miss meetings or
let their memberships lapse, or to personally invite new
members to join committees and get active.
Looking ahead …
Co-chairs Carol Armacost Carter and Karen
Eber Davis will revive the Ambassadors program, connecting
established members to newcomers with informal
mentorships. Planning is also underway
for a 2nd Annual Membership
Mingle in the summer of 2007. New acquisition and
retention strategies will focus on attracting members from
under-represented organizations and coordinating with the
scholarship committee, led by Julie Wills, to make access to
AFP and other quality programs more affordable.
Image and Partnership Goals
Establish AFP as the premier “go to”
organization for philanthropy in Sarasota, Manatee, Charlotte and
Increase awareness of AFP, its members and
Promote the profession of fundraising
Market AFP and its activities and
Donors: educate them about giving
Local foundations: collaborate through
strength in areas of common interest
Professional associations: establish and
strengthen relationships with affiliated groups such as FPRA
(Florida Public Relations Association) and SWFPGC (Southwest
Florida Planned Giving Council)
Media: establish year-round series of
stories and consistent AFP spokesperson
Sponsors: develop year-round sponsorship
opportunities and plan to secure sponsorship support for AFP
Image/Partnerships Highlights &
Anniversary National Philanthropy Day celebrations, held on
November 15, 2006, brought a record crowd of over 300 together
to honor philanthropists and volunteers.
Event chair Mary Lee Richey and the NPD committee
secured $28,000 in underwriting, with Ketchum renewing as lead
sponsor, Community Foundation of Sarasota County, Gulf Coast
Community Foundation of Venice, Herald-Tribune and Sarasota
Memorial Healthcare Foundation on board as Titanium
Sponsors. Pre- and post-event
publicity included a full-page ad in the Herald-Tribune.
Releases and feature stories have included
news about the chapter’s donation of the Pierpont-Welde
Library Collection to the Selby Public Library.
The collection, valued at $2,000, consists of 36
fundamental fundraising and philanthropy resources.
Our donation honors long-time SW Florida Chapter member
Robert Pierpont, CFRE, and his wife Marion, who were the first
donors to give a planned gift to the AFP Foundation.
Public dedication ceremonies are scheduled for March
2007. The Pierponts will be on
hand for festivities, along with Debra Jacobs of the William
G. Selby and Marie Selby Foundation (underwriter for the
collection at the library); Sarabeth Kalajian and Andrea
Grimsky representing Sarasota County Libraries and Linda
Greaves, past AFP Board Member and Sarasota
County’s Manager for
The Communications Committee, chaired by
John Elbare, CFP, launched the chapter’s bi-monthly electronic
newsletter with news and announcements, fresh links to the web
site, early Job Bank postings and other articles to keep
In 2006, the chapter extended its capacity
for accepting credit cards for payments to an online service
for accepting registrations for events and programs – one more
way to simplify and promote participation by members and
The chapter applied for and received its
nonprofit mailing permit, at long last, and will realize
substantial savings on postage in the months and years to
Looking ahead …
We’re delighted to sustain our long-time
partnership with Teri Hansen and her team at the Gulf Coast
Community Foundation of Venice, who are offering full
scholarships for eligible grantees to attend our chapter’s
School in October
We’re partnering with the Stanford
Financial Group to co-produce the March 9th preview of “The Ultimate Gift,”
the feature film premiering at Hollywood 20, downtown Sarasota.
Board members Faith Pridmore and Susan
Olson are spearheading a brand-new chapter initiative on Women
in Philanthropy, kicking off in April 2007.
New member Suzanne Seiter recruited her
firm, Schultz & Williams, to take on exclusive sponsorship
for the Chuck Loring/BoardSource Workshop being presented by
AFP and the Nonprofit Resource
Center in May 2007.
Perform board assessment of strengths and
Establish continuously active year-long
Establish better relationships and
involvement with various geographic representatives,
especially in Manatee, south Sarasota
County and Charlotte.
Governance Highlights &
An ad hoc governance task force led by
Lisa Intagliata and Susan Terry completed a number of
assignments before the end of 2006:
Created a Board Matrix and assessment
instrument to plan for future candidate selection;
Created detailed board job descriptions;
Organized a successful orientation program
for all five new board members
Looking ahead …
Next steps – and most vital – will be to
work with a year-round committee on by-laws review, succession
planning, diversifying the board, engaging members more deeply
and broadly in chapter activities and identifying future
leaders. Mary Beth Bos will chair the
A Long Range Planning task force led by
Zoltan Karpathy is completing in-depth research to make
recommendations for the future direction of the chapter,
including the roles we play in advancing the fundraising
profession and philanthropy in our