AFP Suncoast Blog | Association of Fundraising Professionals-Suncoast Chapter

Making Miracles Happen…Everyday

October 20, 2017 by

August and September have been difficult months here. By “here” I mean in the Tampa Bay Area and in my own family. In August, my son spent a week at St. Joseph’s Children’s Hospital. Then in September our whole Tampa Bay area spent a week (or more) dealing with Hurricane Irma. In these times of crisis – both micro and macro – I am reminded of the everyday miracles that are made possible by the nonprofits of Tampa Bay.

To my dedicated fundraising colleagues: I know you make those miracles happen.

While spending many hours at St. Joseph’s Children’s Hospital, I was reminded of the professional colleagues I’ve known through the years that raised money at St. Joseph’s Hospitals Foundation. I have served on our AFP Suncoast chapter board with several of them. Throughout our hospital stay, I didn’t see any fundraisers (why would I, right?) but I knew they were there. That’s how our business works: we aren’t there when the miracles happen but we are an integral part of it.

The endless coverage of Hurricane Irma, and Hurricane Harvey before that, highlighted the generosity of so many in a time of natural disasters. Our nonprofit sector cares for the most vulnerable among us. Both in times of crisis and the regular days, you are providing the funds needed to change lives and save lives.

Our partners at the Community Foundation of Tampa Bay created the Tampa Bay Disaster Relief and Recovery Fund [https://www.cftampabay.org/disaster/] in the days before Hurricane Irma arrived. This fund provides a trusted and reliable way to make tax-deductible donations to local storm recovery efforts. Click here [https://www.cftampabay.org/irma/] for more information on how your nonprofit can apply for a grant from this fund.

To my treasured fundraising colleagues, thank you for the miracles you create everyday. You make MY community a better place because of your dedication!

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Sara Leonard, MBA, CFRE
2017/2018 President – AFP Suncoast Chapter
Sara Leonard Group
www.SaraLeonardGroup.com
(813) 310-2364

Mentors ~ August President’s Message

August 21, 2017 by

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I was on the phone this week getting some advice. Sound familiar? I hope so. The advice from trusted mentors and wise colleagues is more valuable than gold. At least it is to me.

This particular call was with a former leader of the Suncoast Chapter who generously answers questions and provides encouragement. That got me to thinking about my AFP mentors. There have been many…many, many. Some influenced me for a short time, some longer, several still do.

Our chapter recognizes lifetime achievement through the Lloyd Horton award. When I look at that list it’s like a who’s who of mentors.

The first time I served on an AFP committee, I learned from some amazing fundraising professionals. We were working on the first ever Planet Philanthropy conference. At that time I worked in annual giving at a large hospital and my volunteer work on the hospitality committee was not a direct benefit to my job. Or was it? Let’s be honest, hospitality isn’t rocket science or major gift fundraising. But I met and worked with some great people. By attending meetings, I met several of the chapter and state leaders who created the AFP Florida Caucus.

In my 25+ years as a member of AFP, I have had the chance to work with – and learn from – some amazing fundraisers. None of that would be possible if I hadn’t raised my hand and taken a volunteer assignment. Then another. Then another.

So let me ask you: are you looking for a mentor?

One great way to find one (or several), is to serve on an AFP committee.

If you answered no, let me ask you: is it time for you to become a mentor to someone else? Raise your hand, serve on a committee.

Sara Leonard
AFP Suncoast Chapter President 2017/2018
Sara Leonard Group

Wisdom, Women and Wealth

July 21, 2017 by

sara_leonard_webfriendly-5Wisdom, Women and Wealth

Women and men are different. Too obvious?

Women and men think differently. Better?

Women and men give differently. Agree or disagree?

Research has proven that women’s influence in charitable giving has grown and continues to grow. According to Lilly School of Philanthropy’s Women Give 2016, “men’s and women’s donor behavior has changed over the past four decades, and that women now have greater influence over charitable decision-making.” Today I read an estimate that 2/3 of all wealth in US will be controlled by women by 2030.

So, fellow fundraising professional, have you asked yourself and your team these questions:

Do we know our female donors?

Do we know their capacity?

Do we understand how women approach planned giving differently?

If you aren’t sure of the answers (or aren’t happy with the answers) join us for our annual Planned Giving Symposium. As part of our commitment to provide fundraising professionals with timely and relevant education, we have partnered with Partnership for Philanthropic Planning of Tampa Bay to present the 5th Annual Planned Giving Symposium. This program has all of the things I look for in an education program: subject matter experts, networking, affordability, efficiency and good parking.

For more information and to register, click here.

Sara Leonard
AFP Suncoast Chapter President 2017-2018
Sara Leonard Group

7 Reasons Not to Attend Planet Philanthropy (and why I disagree with each one)

May 18, 2017 by

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Planet Philanthropy is coming to Tampa in June – hooray! Our state fundraising conference moves around the state each year and for the first time in many years, we are hosting it right here in downtown Tampa. I think this is fabulous but I realize not everyone agrees with me. So for those who aren’t sure, here are 7 reasons not to attend (and why I think they are wrong). Read the rest of this entry »

What’s Your Reason?

April 3, 2017 by

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What’s Your Reason?

It was a really long time ago so I don’t remember exactly why I joined AFP. I will confess it wasn’t a deep, philosophical decision. My organization was willing to fund it and it seemed like a good idea so I did it. I quickly learned the practical benefit of membership.

Tasked with increasing the output from an established annual giving program, I needed help. I turned to the AFP Resource Center. Back then, I made my request over the phone and the AFP staff mailed me copies of the samples they had collected. (Some of you may be wondering if it were delivered by the Pony Express, it wasn’t that long ago). Fortunately, now that info is available via AFP Resource Center online.

In the 25 years since I joined, I’ve come to a much greater appreciation of all that AFP offers me as a professional. Here are some of the highlights:

Education at the local, state and national levels, AFP provides top-notch programming

Ethics support because unfortunately everyone doesn’t want to do things the right way. In many cases, I’ve depended on the AFP Code of Ethics to “back me up” in tough situations

Colleagues who have shared their expertise with me time after time and even helped me find career opportunities

– Chances to serve and lead which in turn made me better at my job

If you aren’t a member of AFP yet, I encourage you to join us today. Our community of professional fundraisers stands ready to welcome you. You never know what your reasons will be when you look back in 25 years.

To find our more about joining the AFP Suncoast Chapter click here.

Who Speaks for You?

February 25, 2017 by

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Who Speaks for You?

What were you doing on February 16th? I was busy with client work all day then spent the evening watching my daughter play a high school softball game. But even though I was here in Tampa, my voice was heard in Washington. You might think I accomplished that using my magic powers, but really it was the power of my AFP membership at work.

Let me explain — February 16 was the 2017 Charitable Giving Coalition Fly-In on Capitol Hill. AFP members from across the country attended the event to educate members of Congress about why, 100 years since the charitable deduction was signed into law, philanthropy needs to be strengthened and enhanced.

As 2017 starts, we are inundated with potential policy changes every day. I don’t know about you, but I’m working hard just to keep up with what is being proposed. Then the question becomes which of the things being proposed will impact me? Should I respond? How do I respond?

Never fear, busy fundraiser! We’ve got help for you. AFP is an international professional association that is committed to speaking for all of us. Here’s how advocacy is explained on the AFP International website:

“To better serve the interests and livelihood of AFP members and the philanthropic community, AFP works hard to continually advance and enhance its public policy outreach and advocacy efforts. We will be vigilant in highlighting new and pending legislative efforts in the U.S., Canada, and worldwide that could potentially impact the profession and charity, and what you can do to help safeguard the continuing vitality of philanthropy (including letter-writing campaigns, lobbying efforts, and more).”

Among the issues being discussed, are things that will directly impact your organization, your donors, and your fundraising activities. But the reality is that you have a full list of “things to do” already. How do you stay informed so that you can be active when you need to be? Here are several resources to help you keep up-to-date on legislation that impacts our work in the nonprofit sector:

AFP http://www.afpnet.org/PublicPolicy/?navItemNumber=4618

Charitable Giving Coalition http://protectgiving.org

BoardSource https://boardsource.org

Independent Sector http://independentsector.org/policy/

Florida Nonprofit Alliance http://www.flnonprofits.org/?page=OurWork

For a sample of the advocacy work of our professional association, check out the AFP position on the repeal of the Johnson amendment:

http://www.afpnet.org/Audiences/MemberNewsDetail.cfm?ItemNumber=42417

Now more than ever, I am grateful for the leadership demonstrated by AFP in speaking on behalf of our profession. I encourage you to stay informed so you can stay active.

Sara Leonard, CFRE
AFP Suncoast Chapter President 2017
Sara Leonard Group

Networking – January 2017

January 21, 2017 by

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Networking

We’ve probably all done this: sent an e-mail to a colleague but sent it to their old e-mail address. It happens. Whatever. But here’s something that struck me this week when a fundraising colleague did that when trying to send me some AFP Suncoast Chapter info. She sent it to my e-mail address from 15 years ago. That’s when I realized: we have been colleagues and friends a long time. She’s even something of a mentor to me. I’ve called her many, many times when I had a situation that needed her perspective. I’m happy to say that she’s even called me once or twice when there was some way I could help her. We served on the AFP Suncoast board together. We have laughed together, commiserated together.

The term ‘networking’ is thrown around a lot these days. I’m not sure it’s always viewed in the most positive light. So if I told you that AFP provides opportunities for networking, what would you picture?

Would you picture a room full of people passing out business cards? That’s not AFP.

Or would you picture a room full of professional fundraisers at varying stages of their careers, sharing ideas, best practices, and latest trends? Would you picture laughter – at ourselves and some of the situations we find ourselves in?

Would you picture new acquaintances and old friends?

Would you picture a way to find your next employee or employer?

Would you picture a place where you could get involved and develop some new skills?

AFP is all of that and so much more.

As we kickoff a new calendar year, I hope you will join us and create your own definition of “networking” AFP-style. You could be looking back in 15 years, like I did last week, realizing it was a great investment of your time.

Sara Leonard, MBA, CFRE
President, AFP Suncoast Chapter 2017

Greetings!

December 23, 2016 by

Judy AndersonEthics! Do you see this as a four letter word (actually its six letters, but who’s counting)? Or, do you uphold this word in high regards? Hopefully if you are in the development / fundraising profession you see it as part of who we are as fundraisers. And, if you are an AFP member then you believe in being ethical, decent, honest, you have high morals and principles. When becoming an AFP member and with each renewal, we are required to read and sign the Code of Ethical Principals & Standards. This code alone has been rated in various AFP member benefit surveys to be one of the highest-rated member benefits, if not the number one benefit, offered by AFP.

The topic at our AFP Suncoast Chapter luncheon this past week was ethics; we held round table discussions answering questions and sharing situations with regards to ethics. The AFP self-governed process for addressing ethical concerns was also shared, along with other ethics resources and tools that are made available to AFP members.

Instead of sharing some of the information about ethics that is found on the AFP International website, www.afpnet.org, I thought I would share the link to the ethics homepage within the website and ask you to take a few minutes to visit the website and see all that’s available to you from an ethics standpoint. Please get familiar with the website, it’s an awesome resource!! I encourage you to review the standards quarterly and to take the AFP Ethics Assessment Inventory annually; this will assist you in ensuring not only you, but your team and organization, are delivering and strengthening ethical performance.

Before closing, I want to take a moment to reflect. December 31st ends my two year term as President of the AFP Suncoast Chapter. It’s been an amazing two years and I have thoroughly enjoyed working with the BEST Board and membership ever!! While serving as President, I’ve had the opportunity to meet so many wonderful people and learn so much more about the Association of Fundraising Professionals. I’ve also grown as a fundraiser, a leader, and a professional. I’m proud of all this chapter has accomplished and I’m excited about where we are heading. Thank you AFP Suncoast Chapter for everything!!

I wish you and yours a happy holiday and a peaceful New Year!!!

Judy

Giving Thanks!

November 21, 2016 by

Judy Anderson

This past Tuesday, November 15th, the AFP Suncoast Chapter held our annual National Philanthropy Day at Lowry Park Zoo! It was a wonderful event and we had the opportunity to honor some amazing individuals and companies for their philanthropic efforts here in the Tampa Bay community. This year marks the 30th anniversary of NPD; it’s given us the opportunity to celebrate philanthropy across this nation and world for three decades. As fundraisers, we are involved daily with those who give, volunteer and are engaged in our causes and missions, so we see first-hand how people with giving hearts make a difference in our society and we are thankful for all they do in giving back.

It’s hard to believe that Thanksgiving is less than a week away. As defined by dictionary.com, this holiday is a day of feasting and giving thanks for divine favors or goodness. Thanksgiving is one of my favorite holidays; it’s a time for me to reflect on all the things I have personally and professionally been blessed with and to give thanks for these many blessings.

Today I want to thank all of you, my fellow AFP members, for all you do in your roles within your organizations and throughout the Tampa Bay area. I appreciate all the time and energy you put in to your causes and missions each and every day. You are giving in so many ways and on so many levels; you amaze me and I’m in awe of you.

I’m also thankful for the many philanthropists that exist in our community and around the world. They are the ones who truly keep this world going through their love of mankind and their focus on quality of life. I aspire to be like so many of them that I have met throughout my life and through the many National Philanthropy Day celebrations. They have impacted me in ways that they will never realize and I hope they have impacted you as well. Don’t forget to take this special time to thank all your donors and volunteers; it’s also what we do as fundraisers!

As I end this message, I hope all of you will take time this next week to reflect on all that you have been blessed with. Enjoy your time with family and friends; make time for a little R&R – you deserve it! Know that you will be part of my Thanksgiving prayers and that I am so blessed to be a part of this wonderful profession and organization.

Happy Thanksgiving!!thanksgiving

Gratitude unlocks the fullness of life.

It turns what we have into enough, and more.

It turns denial into acceptance, chaos to order, confusion to clarity.

It can turn a meal into a feast, a house into a home, a stranger into a friend.

  • Melody Beattie

With many thanks,

Judy

AFP and YOU!

October 21, 2016 by

Judy Anderson

Happy Fall!!!

We had a wonderful AFP Suncoast lunch this past Tuesday; there was great networking, information, and a wonderful speaker, our very own Sara Leonard, who presented on development plans, “The Forest or the Trees”. She gave us some wonderful tips and things to think about with regards to our development plans. If you missed the lunch and Sara’s presentation, you can visit her website, the Sara Leonard Group, for a sneak peek at some of the tips she shared with us.

As I’ve mentioned before, I made a job change about a year ago; my new position as a Director of Development included creating and kicking off a development department and to begin instilling a philanthropic culture in my organization. As you can imagine, this has included a lot of writing of policies & procedures, budget, timelines, and a development plan; all which are vitally important in creating a solid foundation for fundraising and development.

As I began my development journey, I realized that I knew what needed to be done and my past development experience and knowledge was helpful, but I was going to need some extra guidance. I turned to many of my AFP colleagues for ideas, tips, and best practices; I also utilized the resources available to me on the AFP international website – www.afpnet.org. I visited their online Resource Center, Professional Development, Publications, and Marketplace/Bookstore – there is sooo… much information available on the website which can assist us (YOU) in being successful in our development roles ultimately affecting the success of our organizations.

There is a “Browse Hot Topics” located on the website and if you click on this a dropdown box appears with all types of topics related to our profession. In case you need additional assistance with development plans, one of the topics listed in the dropdown box is titled, “Hot Topic: Development Plans”. In this section, you will find the following helpful information:

* Key Components of a Development Plan
* Who Should Be Involved in Creating the Development Plan?
* What Factors Will Impact the Plan’s Success?
* Analyzing and Evaluating Development Plan Performance
* Other Resources on Development Plans

Please note – in order to access this information you will need to be an AFP member, this is one of the amazing benefits of being a member – you have access to educational tools and recourses!

One of the best resources that I discovered was the AFP Ready Reference Series, this has been my development “bible” if you will! I have used this series over and over again throughout this past year and will continue to use it. The set includes the following books and topics:

  1. Asking for Major Gifts
    2. Bringing a Development Director on Board
    3. Establishing Your Development Office
    4. Getting Ready for a Capital Campaign
    5. Making the Most of Your Special Event
    6. Reviving Your Donor File
    7. So You Want to be a Consultant!
    8. Developing Fundraising Policies and Procedures

Members and guests have access to the bookstore, however when ordering members will receive a “discount” – another great benefit of being a member!!

In this month’s message I wanted to provide you with additional resources for you which will help you in creating your development plan, but also to point out how valuable an AFP membership is to all development staff members. I’m very grateful for having AFP as an extension to my coworkers and colleagues. If you are not a member, I encourage you to become one. AFP international will work with you in finding the right membership and also be able to set up monthly payments if this is what works best for you. If you are already a member, I encourage you to spend time exploring the AFP website; I feel certain there will be something that you come across that you didn’t know was available and it will be beneficial for you.

Enjoy the rest of the month of October and we look forward to seeing you on Tuesday, November 15th at National Philanthropy Day. If you haven’t purchased your tickets there’s still time!!! It’s going to be an AMAZING CELEBRATION!!

Judy

Judy Anderson

AFP Suncoast President


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