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AAUW Funds Facts you need: It is important to totally understand the Funds area to be successful. Presenters: Tena Gallagher and Roseann Krane.

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Presentation on theme: "AAUW Funds Facts you need: It is important to totally understand the Funds area to be successful. Presenters: Tena Gallagher and Roseann Krane."— Presentation transcript:

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2 AAUW Funds Facts you need: It is important to totally understand the Funds area to be successful. Presenters: Tena Gallagher and Roseann Krane

3 AAUW Position Description: AAUW Funds, Development, or Fundraising Chair Core Responsibilities:
Promote and oversee growth of AAUW’s mission through a fundraising plan with goals and measureable outcomes. Understand all facets of AAUW Funds philanthropic programs, fund names and numbers. Work with AAUW program and membership priorities. Consult with the state AAUW Funds chair regarding AAUW philanthropic structure, objectives, and contributions management. Disseminate AAUW research & fundraising updates to board. AAUW Position Description: AAUW Funds, Development, or Fundraising Chair Core Responsibilities: Promote and oversee growth of AAUW’s mission through a fundraising plan with goals and measureable outcomes. Understand all facets of AAUW Funds philanthropic programs, fund names and numbers. Work with AAUW program and membership priorities. Consult with the state AAUW Funds chair regarding AAUW philanthropic structure, objectives, and contributions management.

4 Funds Responsibilities continued:
Submit all contributions generated by fundraising in a timely manner to the national office. Help to identify potential donors and opportunities for building fundraising capacity, including collaborative partnerships with other organizations. Encourage attendance at AAUW Funds luncheon in the Fall. Encourage help with unfinished California endowments. Submit all contributions generated by fundraising in a timely manner to the national office. Disseminate AAUW research and fundraising updates to board. Help to identify potential donors and opportunities for building fundraising capacity, including collaborative partnerships with other organizations.

5 Monthly Duties July-August September-October-November
Prepare budget needs, checking account transactions, and income statement from previous years figures Write introduction on funds for newsletter September-October-November Prepare and send letter asking for funds from individual members Send monthly article on different aspects of funds for each newsletter during September to May Publish availability of fellowships and funds July-August Prepare budget needs, checking account transactions, and income statement from previous years figures Write introduction on funds for newsletter September-October-November Prepare and send letter asking for funds from individual members Send monthly article on different aspects of funds for each newsletter during September to May Publish availability of fellowships and funds

6 Monthly Duties, continued
December 1 – Send Funds donation to national and copy to state Funds Director February 15 – Submit to AAUW-CA names for a Named Gift (one per $750.00) to state – way to honor your members who work hard for the branch Can nominate member for state named gift – the state gives only one per year to an outstanding state member During months September to May Help fund raising for Funds In May check certificates for accuracy for branch members and present them to members December 1 – Send Funds donation to national and copy to state Funds Director February 15 – Submit to AAUW-CA names for Named Gift (one per $750.00) to state Nominate member for state named gift During months September to May Help those fund raising for Funds In May check certificates to insure correct for branch members and do presentation to members

7 AAUW Funds Major Donors Designations
Platinum Circle ($50,000-$100,000) President’s Circle ($10,000-$25,000) Director’s Circle ($5,000-$9,999) Leader’s Circle ($2,500-$4,999) Friends of AAUW ($1000-$2,499) Equity Circle ($500-$999) Chocolate Club ($300-$499) Second Century Club ($200-$299) Century Club ($100-$199) Platinum Circle ($50,000-$100,000); President’s Circle ($10,000-$25,000); Director’s Circle ($5,000-$9,999) Leader’s Circle ($2,500-$4,999); Friends of AAUW ($1000-$2,499); Equity Circle ($500-$999) Chocolate Club ($300-$499); Second Century Club ($200-$299); Century Club ($100-$199)

8 Request a Fellow Speaker
Having a Fellow come speak at your event is motivating to members. You may have one fellow speaker every two years. Two branches could meet together so every year a fellow would come to speak. Forms are on state site at ViewByTopic&categoryid=14&title=AAUW Funds Having a Fellow come speak at your event is motivating to members. You may have one fellow speaker every two years. Two branches could meet together so every year a fellow would come to speak. Forms are on state site at ViewByTopic&categoryid=14&title=AAUW Funds

9 GUIDELINES FOR REQUESTING A FELLOW:
Do not contact fellow or grant recipients directly. No expenses should be incurred by the fellow. Branches must offer a minimum honorarium of $50. Transportation (.50/mile) or public transportation paid. Must provide overnight accommodation, if necessary. Speaker’s meal must be provided, if applicable. Allow a minimum of 20 minutes to speak. Do not contact fellow or grant recipients directly. No expenses should be incurred by the fellow. Branches must offer a minimum honorarium of $50. Transportation (.50/mile) or public transportation paid. Must provide overnight accommodation, if necessary. Speaker’s meal must be provided, if applicable. Allow a minimum of 20 minutes to speak.

10 When you fund raise Take advantage of our entire area
If appealing to all members in your area as well as local community, you will generate more funds Take a look at the distances between our branches Often working together will be beneficial to all ASAP publicize to media and neighboring branches Take advantage of our whole area If appealing to all members in your area as well as local community, you will generate more funds Take a look at the distances between our branches Often working together will be beneficial to all Asap publicize to media and neighboring branches

11 Branches in our local area
Based from Alamo where I live there are 13 branches within 16 miles: A. Branch: CA0154-Danville-Alamo-Walnut Creek - [Distance 1.69 miles] B. Branch: CA0083-Pleasant Hill-Martinez - [Distance 5.03 miles] C. Branch: CA0021-Concord - [Distance 5.94 miles] D. Branch: CA0072-Orinda-Moraga-Lafayette, Inc. - [Distance 6.97 miles] E. Branch: CA0005-Delta Contra Costa - [Distance 8.76 miles] F. Branch: CA0070-Oakland-Piedmont - [Distance miles] G. Branch: CA0171-Benicia-Vallejo - [Distance miles] H. Branch: CA0013-Berkeley Inc. - [Distance miles] I. Branch: CA0189-San Ramon - [Distance miles] J. Branch: CA0090-West Contra Costa - [Distance miles] K. Branch: CA0039-Hayward-Castro Valley Inc. - [Distance miles] L. Branch: CA0165-Clayton - [Distance miles] M. Branch: CA0128-Alameda - [Distance miles] N. Branch: CA0048-Livermore-Pleasanton-Dublin Distance - [ miles] Based from Alamo where I live there are 13 branches within 16 miles:

12 Based from Alamo where I live there are 13 branches within 16 miles:

13 Making an Impact for Women and Girls
AAUW is a community that breaks through educational and economic barriers so that all women have a fair chance. Your membership makes AAUW’s powerful voice even stronger on critical issues affecting women and girls. Share this thought while representing Funds to promote more giving. Promote AAUW programs with tax-deductible gifts to AAUW Funds. AAUW is a community that breaks through educational and economic barriers so that all women have a fair chance. Your membership makes AAUW’s powerful voice even stronger on critical issues affecting women and girls. Share this thought while representing Funds to promote more giving. Promote AAUW programs with tax-deductible gifts to AAUW Funds.

14 Support your favorite AAUW programs with tax-deductible gifts to AAUW Funds.
Giving to AAUW Funds (#9110) is one way to provide general support to AAUW, our 501(c)(3) organization. We also make it possible for you to restrict your tax-deductible gifts to specific funds or programs. By giving to AAUW Funds, you receive the benefit of a tax-deduction and you make the biggest impact on women and girls who are working for their fair chance. Giving to AAUW Funds (#9110) is one way to provide general support to AAUW, our 501(c)(3) organization, where it is most needed for charitable programs. We also make it possible for you to restrict your tax-deductible gifts to specific funds or programs. By giving to AAUW Funds, you receive the benefit of a tax-deduction and you make it possible to respond to the most urgent needs and greatest opportunities to break through educational and economic barriers — and you make the biggest impact on women and girls who are working for their fair chance.

15 AAUW’s Impact Internationally
The work of AAUW is important to women and girls around the world. This map represents AAUW’s international work in just one year. The United Nations relies on AAUW as an organization with consultative status, and our research has been useful in their work.  And of course, AAUW awarded International Fellowships and International Project Grants to 53 women from around the world.

16 AAUW’s Impact Across the Country
You can see the east gets most of the benefits – because they apply for the fellowships and grants. Encourage your members and everyone you know to apply for a grant or fellowship.

17 AAUW’s Impact in California
The Educational Opportunities Fund impacted California in the following ways during : There were 45 fellowship and grant recipients in California, and 9 Californians served on fellowships and grants selection panels. 45 colleges and universities joined AAUW. 12 women from California attended the National Conference for College Women Student Leaders (NCCWSL) and one of these students received a full scholarship from AAUW that sponsored by Jo Harberson. 28 attorneys across the state offered pro-bono, reduced, or contingency-fee services to those referred by AAUW.

18 AAUW Funds California had 45 fellowships and grant recipients and 9 members served on selection panels 45 Colleges and Universities are members. 12 California women attended the National Conference for college women student leaders. (NCCWSL) 28 attorneys provides pro bono reduced or contingency fee serves to those referred by AAUW.

19 How to support AAUW programs
How to support AAUW programs. AAUW Funds #9110, LAF #3999, Ed opportunities #4336, Eleanor Roosevelt #9170, Leadership programs #4339, and Public Policy #4337.

20 The Legal Advocacy Fund (#3999)
The Legal Advocacy Fund supports the protection of the legal rights of those who are facing discrimination. Some of LAF’s programs include Legal Case Support, which protects LAF plaintiffs by supporting workplace sex discrimination cases. LAF Case Support Travel Grants, which can provides programs delivered by LAF plaintiffs and lawyers. Campus Outreach Projects, which protect college students from discrimination, harassment, and assault through on-campus program grants. The Legal Advocacy Fund supports the protection of the legal rights of those who are facing discrimination. Some of LAF’s programs include Legal Case Support, which protects LAF plaintiffs by supporting workplace sex discrimination cases. LAF Case Support Travel Grants, which protect AAUW members through educational programs about legal rights delivered by LAF plaintiffs and lawyers. Campus Outreach Projects, which protect college students from discrimination, harassment, and assault through on-campus program grants.

21 The Educational Opportunities Fund (#4336)
The Educational Opportunities Fund supports educational and lifelong learning opportunities that give women a chance for a lifetime of success. Some of our programs include: Fellowships and Grants: There are hundreds of endowed fund numbers, each for a specific fellowship, career development grant, community action grant, or selected professions award. The Fellows Alumnae Initiative, which inspires women by providing access to the network of past and current AAUW fellows and grantees. AAUW National Tech Trek, which educates and inspires eighth grade girls across the country in science, technology, engineering, and math through weeklong camps. The Educational Opportunities Fund supports educational and lifelong learning opportunities that give women a chance for a lifetime of success. Some of our programs include: Fellowships and Grants: There are hundreds of endowed fund numbers, each for a specific fellowship, career development grant, community action grant, or selected professions award. The Fellows Alumnae Initiative, which inspires women by providing access to the network of past and current AAUW fellows and grantees. AAUW Tech Trek, which educates and inspires eighth grade girls across the country in science, technology, engineering, and math through weeklong camps

22 The Public Policy Fund (#4337)
The Public Policy Fund supports advocacy for public policies and laws that are fair to women. Public policy programs include: Government Relations: AAUW advocates on Capitol Hill and in the White House, ensuring that our voices are heard in the halls of Congress and at the tables of power when decisions that affect women and girls are made. Civic Engagement, which helps women act as their own advocates by providing members with the information and tools to build robust woman-to-woman voter registration and turnout drives in their communities. Field Organizing, which engages individuals and branches in public policy advocacy through Impact Grants, Action Network, the Two-Minute Activist program, and Washington Update. The Public Policy Fund supports advocacy for public policies and laws that are fair to women. Public policy programs include: Government Relations: AAUW advocates on Capitol Hill and in the White House, ensuring that our voices are heard in the halls of Congress and at the tables of power when decisions that affect women and girls are made. Civic Engagement, which helps women act as their own advocates by providing members with the information and tools to build robust woman-to-woman voter registration and turnout drives in their communities. Field Organizing, which engages individuals and branches in public policy advocacy through Impact Grants, Action Network, the Two-Minute Activist program, and Washington Update.

23 The Eleanor Roosevelt Fund (#9170)
The Eleanor Roosevelt Fund supports AAUW research to provide analysis, data, and accurate information about issues that are important to women and girls. Past reports include Why So Few? Women in Science, Technology, Engineering, and Mathematics (2010), Crossing the Line: Sexual Harassment at School (2011), The Simple Truth about the Gender Pay Gap (2012), and Graduating to a Pay Gap: The Earnings of Women and Men One Year after College Gradation (2012). The Eleanor Roosevelt Fund supports AAUW research to provide analysis, data, and accurate information about issues that are important to women and girls. Past reports include Why So Few? Women in Science, Technology, Engineering, and Mathematics (2010), Crossing the Line: Sexual Harassment at School (2011), The Simple Truth about the Gender Pay Gap (2012), and Graduating to a Pay Gap: The Earnings of Women and Men One Year after College Gradation (2012).

24 The Leadership Programs Fund (#4339)
The Leadership Programs Fund (#4339) supports programs that develop women’s potential to lead in their schools, communities, and country. Leadership programs include: The National Conference for College Women Student Leaders held annually in Washington, D.C. Campus Action Projects: AAUW awards grants to deliver programs guided by the findings and recommendations of AAUW research to address a gender-based issue in their community. Elect Her, which teaches leaders the skills they need to run for student government. This program successfully increases the number of women who are involved in making decisions that affect all students on campus The Leadership Programs Fund (#4339) supports programs that develop women’s potential to lead in their schools, communities, and country. Leadership programs include: The National Conference for College Women Student Leaders: Attendees develop their leadership skills, networks, and ambition at this acclaimed, intensive three-day conference held annually in Washington, D.C. Campus Action Projects: AAUW awards grants to campus leaders to deliver programs guided by the findings and recommendations of AAUW research to address a gender-based issue in their community. Replicable or ongoing projects are selected to provide continued leadership training and support for women leaders. Elect Her, which teaches leaders the skills they need to run for student government. This program successfully increases the number of women who are involved in making decisions that affect all students on campus. These student leaders are also introduced to a national network of women who are running for and holding public offices.

25 How to Make a Donation Please make all checks payable to AAUW Funds. If you prefer to restrict your gift to a specific fund, please indicate the name or number of the fund in the memo section of your check or any accompanying document and mail to AAUW, P.O. Box 98045, Washington, DC Or you can contribute online. If you have any questions about giving to AAUW or would like to receive information about including AAUW in your estate plans, please contact national at or contact them by Contributions to all of these programs are fully tax deductible. Please make all checks payable to AAUW Funds. If you prefer to restrict your gift to a specific fund, please indicate the name or number of the fund in the memo section of your check or any accompanying document and mail to AAUW, P.O. Box 98045, Washington, DC Or you can contribute online. If you have any questions about giving to AAUW or would like to receive information about including AAUW in your estate plans, please contact national at or contact them by Contributions to all of these programs are fully tax deductible.

26 Contribution report form comes with four pages
Contribution report form comes with four pages. This is the only page you need to fill out. The second page is instructions. Pages 3 and 4 describe the different funds. When I first did this page it did not allow me to save and it sent it on to national. So I did not continue using it. I made a spreadsheet and sent it in.

27 Another avenue is to procure matching funds from your place of work.
Fundraising Ideas: To assist in your fundraising efforts, we wanted to share a few popular fundraisers from our home states. We hope they inspire you and give you ideas to share with your members. Contact information is provided when possible. Make sure you let us know how things go! Happy Fundraising! Arts and Antiques | Auctions | Food Sales | Luncheons and Socials | Product Sales | Raffles | Tours and House Walks | Volunteering | Walks | Yard Sales Another avenue is to procure matching funds from your place of work. See details at Fundraising Ideas: Thank you for your great work for the funds of AAUW! To assist in your fundraising efforts, we wanted to share a few popular fundraisers from our home states. We hope they inspire you and give you ideas to share with your members. Contact information is provided when possible. Make sure you let us know how things go! Happy Fundraising! Arts and Antiques | Auctions | Food Sales | Luncheons and Socials | Product Sales | Raffles | Tours and House Walks | Volunteering | Walks | Yard Sales See details at

28 How to Find AAUW Fundraising Resources
Go to AAUW.org Click on Resources Click on Guides Click on Fundraising Click on Development and Fundraising Resources Resources on the Development and Fundraising Resources page include the AAUW Funds Diagram, the Contribution Report Form, Fundraising Ideas, the Fund Facts newsletter, and the Fellowship and Grant Fund Directory. For questions contact AAUW Development staff at or How to Find AAUW Fundraising Resources: Go to AAUW.org, Click on Resources, Click on Guides, Click on Fundraising, click on Development and Fundraising Resourses

29 Two New Funds Added Recently
International project grant is $50,000 for those who were previously awarded so they can return to their country and put their project to action Leadership Opportunity Fund is $100,000 where you can assign a name Don’t apply for endowments Go through community action for a research and project grant International project grant is $50,000 for those who were previously awarded so they can return to their country and put their project to action Leadership Opportunity Fund is $100,000 where you can assign a name Public Policy fund is tax deduction (the Public Policy Action Fund is not tax deductible Legacy Circle has no minimum amount – just make AAUW as part of your giving plan

30 Legacy Circle Legacy Circle has no minimum amount – just make AAUW as part of your giving plan Mooneen Lecce Giving Circle

31 Contact us Tena Gallagher (tena@aol.com)
Roseann Krane Contact us Tena Gallagher Roseann Krane


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