1. AFP Membership Chairs Orientation Call February 12, 2014

2. Welcome! Thank you for joining us! Today’s Agenda –Delivering Optimal Value to Members –Membership by the Numbers; Categories –Membership-Chapter Services Staff –Accessing Membership Reports –Membership Marketing Materials –Recruitment & Retention: IHQ and Chapters –Your Comments, Suggestions, Questions

3. Importance of the Membership Chair Elevate status of profession Recruitment Retention Increased awareness of AFP’s role in the profession

4. AFP Membership Growth

5. Membership Categories Professional Young Professional Non-Profit Organization-Small Non-Profit Organization-Large Business Member –Executive Circle; Endorser Global e-Member

6. Membership Services Department Lori Gusdorf, CAE, Vice President, Membership and Chapter Services – lgusdorf@afpnet.org, x449 Joe Roadarmel, Membership Manager – jroadarmel@afpnet.org x489 Sawanna Foster, Member Services – sfoster@afpnet.org, x401 Jennifer Watkins, Member Services – jwatkins@afpnet.org, x400 Tiffany Oglesby, Member Services – toglesby@afpnet.org, x492 Leslie Gilding, Member Services – lgilding@afpnet.org x 490 Taryn Gold, MPA, Director, Chapter Administration– tgold@afpnet.org, x452 Heba Mahmoud, Chapter Services – hmahmoud@afpnet.org, x486

7. Chapter Services Directors Western US, PA, NC, SC Larry Hostetler – (916) 544-2024 lhostetler@afpnet.orglhostetler@afpnet.org Central US, GA and FL Val Lay – (614) 266-9918, vlay@afpnet.orgvlay@afpnet.org CT, MA, NH, NY, RI, Canada, Asia Lori Gusdorf – (703) 519-8449, lgusdorf@afpnet.orglgusdorf@afpnet.org DC, DE, MD, NJ, VA Taryn Gold – (703) 519-8452, tgold@afpnet.orgtgold@afpnet.org Canada Cynthia Quigley – (416) 941-9212, cquigley@afptoronto.orgcquigley@afptoronto.org Mexico Rose Sandoval – (52) 55 3626 1592, rsandoval@afpnet.orgrsandoval@afpnet.org

9. AFP Information Central http://reports.afpnet.org http://reports.afpnet.org

10. Using Reports: When and Why Membership Growth/Retention Chapter Roster Download New Members Download Lapsed Members Download

11. AFP Information Central http://reports.afpnet.org http://reports.afpnet.org

12. Address Change

13. PrintQ www.afpprintq.comwww.afpprintq.com Log in using your chapter code as your username AND password

14. IHQ Recruitment and Retention Assistance Installment Plan Comnet Telemarketing 2 Year Discount Lapsed Member Mailing MGI Prospect Joint Mailings Chapter Conference Exhibits

15. AFP Chapter Tools

16. Financial Benefits of Membership Chapter Educational Meetings (10 per year)$ Chapter One Day Conference$ Webinars (2 per year)$ Course Offerings (Fundamentals, CFRE Review, etc.)$ Other (job postings)$ Networking Priceless TOTAL=$ Member’s Savings Through AFP INTERNATIONAL* International Conference Registration $370 off early bird;$520 off regular Networking (face to face and social media)Priceless Ready Reference Series (9 Titles) $180 Advancing Philanthropy Subscription $100 HEP Matching Gift screening $ 60 AFP Webinars (per session)$136 AFP Compensation and Benefits Survey$ 150 CFRE Application$165 Conference recordings: CD-ROM, streaming or podcasts$15-$100 TOTAL=$1176 GRAND TOTAL (Chapter + $1176) = * Does not include non-quantified benefits such as research assistance from the Resource Center, legislative advocacy, fundraising news eWires, free Webinars, Hot Topics information, Toolkits, Ethics Inventory Assessment, Information Exchange papers, Action University learning, online forums, 20% off any AFP Bookstore Purchase, 45% off North Park University Tuition, etc.

17. Membership Development Plan How many members did we have at year-end? What is our membership goal? –How many members will be retained? –How many new members will join? What are our plans to welcome and orient new members? What are our plans to recognize renewing members?

18. Ideas for Recruitment, Retention and Engagement A written plan Involving as many members as possible New members’ welcome/orientation Thank you/recognition for renewing members “Member moments”—communicating members’ successes; members’ uses of AFP resources Scholarship opportunities

19. Chapter Recruitment and Retention Ideas Calling about to be lapsed members Consider potential large Nonprofit Organizational Members in your chapter Reach out to small nonprofits Reach out to young professionals

20. Your Time: Comments Questions Ideas that work

21. Thank you for your time and involvement!