August 2014

Think About It

President's Message

Tish Stuart, CFRE

President, AFP Eastern OK Chapter

How is your summer going? At Catholic Charities we encourage each other to take vacation time to have fun and get recharged. We are also finishing our annual fundraising cycle and preparing for the next one. But summer is fun for me and I hope for you too.

Award Nominations due this Friday!

See the details below.

National Philanthropy Day® Conference and Awards Luncheon

It will be Friday, November 7th at The Mayo Hotel. Great news-the Oklahoma Center for Nonprofits (OCNP) will be our Professional Partner for the conference! Be sure to schedule both events on your calendar and invite others in your organization as well as key board members to plan on attending the conference (approximately 8:00 am - 3:00 pm) AND the NPD Awards Luncheon (approximately 11:30-1:15 pm). Tom Taylor, II and Dana Wilkes are working with OCNP staff on programming and are developing some excellent sessions.

I hope you are able to participate in the fundraising training webinars-two in August. There will be a lunch meeting on Friday, August 15th for anyone who wants to apply soon or someday for the Certified Fundraising Professional (CFRE) designation. Then there is our slam-dunk fundraising training/CFRE preparation course set for September 12 & 13, and other opportunities for chapter members and guests.

Our website is refreshed, thanks to Margaret Wish, our Chapter Administrator. It is a ready resource for you to check out and register for upcoming opportunities. There is also a Members Only section that includes our membership directory, continuing education credit information approved by CFRE, and more.

Proposed Bartlesville Network of Eastern OK Chapter

Did you know we have six chapter members who live or work in Bartlesville? Did you realize it takes four hours for them to attend a monthly meeting in Tulsa? Kathy Wright, COO of the Institute for Conversational Fundraising and several others want to offer educational meetings and networking opportunities in Bartlesville so more people can benefit from the AFP professional resources. This group will meet on Friday, August 22nd, 11:30 am - 1:00 pm at the Bartlesville Public Library, 600 S. Johnstone Ave. in Bartlesville (74003); box lunches provided. Several chapter board members will provide information about AFP membership and talk with the Bartlesville members and friends about how this network could operate beneficially and efficiently. This concept works for several other AFP chapters, and our board and Bartlesville representatives would have a written agreement regarding organizational and financial responsibilities.

The opportunities and must-do fundraising activities can be daunting-do you agree? In order to 'stay calm and carry on" I try to keep the mission of our organization in clear focus. That is why I chose this rewarding profession. Another way is to learn from you and develop my skills through AFP. See you September 4th for our first fall meeting!

-Tish

You're Invited

August Webinar: Development from the Donor's Perspective

Wednesday, August 13, 2014

12:00 PM - 1:30 PM

Tulsa Area United Away

1430 South Boulder Avenue, Bailey Room

Tulsa, Oklahoma 74119

Learn how to identify changing motivations for donors, evaluate current fundraising strategies that may lead to revitalization, and evaluate new fundraising tools to meet donor needs. Webinar is free for members and $20.00 for guests. Click here to register.

September Luncheon

Topic: Planned Giving Solutions for Boomers

Mark Loeber, CEO and Founder of The Advancement Group will discuss the continually changing economic landscape that is shaking the financial and family foundations of Baby Boomers. Gain insight and understanding in regard to what Boomers are thinking and learn how planned giving can help solve their family and financial challenges.

National Philanthropy Day

National Philanthropy Day®, which will be celebrated by our chapter on Friday, Nov. 7th, is the special day set aside to recognize and pay tribute to the great contributions that philanthropy and those people who believe there is good in the world have made to our lives and to our communities throughout Eastern Oklahoma.

Philanthropy is so powerful and inspiring because it is voluntary. It is based on a passion to give back, through the goodness of our hearts, through our need to connect, and through our desire to "be the good" we want. We come together to improve the quality of life for all people one person at a time.

Award Nominations Open Through August 8th

The Eastern Oklahoma Chapter will be recognizing several individuals and organizations in the following categories on Nov. 7, 2014 at the National Philanthropy Day® Awards Luncheon

at The Mayo Hotel:

Outstanding Philanthropist
Outstanding Volunteer Fundraiser
Outstanding Youth in Philanthropy
*Outstanding Diversity & Inclusion in Philanthropy
Outstanding Fundraising Executive

*new award-see nomination info on website

Click here to nominate!

In addition to these awards, several of the nominees will be acknowledged for their contributions to philanthropy with the Spirit of Philanthropy recognition.

These competitive awards are the highlight of the awards luncheon as well as the conference that same day. Please save the date, and watch for nominations to be submitted Tuesday, July 1st through Monday, August 4th by 5:00 pm. It is one of the highest accolades in our community for our profession, our donors and our volunteers.

Tom A. Taylor, II
AFP President-Elect & NPD Awards Chair

Fundraising Training & CFRE Review Course

We are excited to present the "new and improved" CFRE Workshop again this year. This years' workshop begins at one of two luncheons, your choice of a location in Tulsa (American Red Cross offices, 10151 E. 11thStreet) on August 15th or Bartlesville (Bartlesville Public Library) on August 22nd, and the remainder of the workshop at Bailey Education Foundation in Owasso on Friday, September 12th from 8:30am - 4:30pm and Saturday, September 13th from 9:00am - 3:00pm.

Our focus this year is not only preparation for the Certified Fund Raising Exam, but will also include strategies for completing the application. The workshop also provides practical fundraising training for individuals new to the profession. Following the CFRE Workshop, a study group will be meeting regularly prior to taking the test during the October 18-December 6, 2014 testing period. Applications to take the exam will be due September 30, 2014. Please visit the website, http://www.cfre.org/ for testing dates and locations.

The revised AFP CFRE Review Course offers development professionals an opportunity to review the main components of a complete fundraising program. It is an intensive two-day program that provides an overview of skills, techniques and program components based on fundraising experience at the five-year level. Unlike earlier versions of the course, the revised course is organized around the domains of the CFRE examination rather than specific fundraising strategies. In addition, the participant manual will contain test taking tips and sample exam questions provided by CFRE International.

Participants receive:

Participant manual Approximately 14 hours of instruction (for which you will receive credit on your application)
A certificate of completion at the end of the course

New and Improved Topics include 8 modules:

Why Philanthropy? An Overview of Fundraising & Its Concepts

Current & Prospective Donor Research
Marketing and Communications for Fundraising & Development
Developing a Comprehensive Solicitation Program
Building and Sustaining Relationships
Securing the Gift
Volunteer Involvement
Management
Accountability

There is a separate application and fee for the CFRE Exam which must be received by CFRE International at least 2 months (60 days) prior to the exam date. Application is available at CFRE International at www.cfre.org or 703-820-5555.

WHEN
Friday, September 12, 2014 - Saturday, September 13, 2014

WHERE
Bailey Education Foundation on the Campus of Bailey Medical Center
10502 North 110th E Ave, Owasso, Oklahoma 74055

FEE
Guest: $490.00
Member: $390.00

To register, click here.

Questions or concerns can be directed to:

Margaret Wish, Chapter Administrator

Other Opportunities

Creating Sustainable Funding For Your Nonprofit

In this session, Benevon Intructor and Coach, Marcy McNeal will give you an overview of the Benevon Model-a systematic process for engaging and developing relationships with mission-focused individual donors. You will learn how to implement mission focused, permission-based fundraising; how to make your organization more visible in your community and how to identify and cultivate individual donors who are passionate about your mission.

Date: Monday, September 8, 2014
Time: 2:00-3:00pm
Location: The Parent Child Center of Tulsa, 1421 S. Boston Ave., Tulsa, OK 74119
RSVP: http://www.benevon.com/intros/register-tulsa
Cost: Free to attend, but please RSVP as space is limited
Who Should Attend: Key organizational leadership, including board members, executive director or CEO, development director, and volunteers
Questions: Contact Mercedes Robinson at 206-428-2150 or mercedes@benevon.com

Benevon trains and coaches nonprofit organizations to implement a mission-based system for raising sustainable funding from individual donors. This system ends the suffering about fundraising and builds passionate and committed lifelong donors. The Benevon Model was developed by founder Terry Axelrod, author of seven books and several DVDs, including her most recent book, The Benevon Model: A Step-by-Step Guide to Getting it Right. For more information, click here.

Board Members Make All the Difference: From Good to Great

Thursday, October 30, 2014, 8:00-4:30pm

Presented by Dr. Jerold Panas, www.instituteforgiving.org, www.panaslinzy.com

Methodist Manor at their location

4134 East 31 Street, Tulsa, OK 74135

An Invitation from Oklahoma Methodist Manor and Charlene Fabian, CFRE

Registration, $100, which includes lunch

Jerry Panas is known for his outstanding professional expertise and presentations. This one-day workshop is for board members, executive directors and fundraising professionals who want to move their organization's mission forward with leadership and a strong staff and board partnership. Dr. Panas will lead you through the board's role in the cultivation of prospective major gift donors, step-by-step action from getting the appointment to stewardship, and he will demonstrate why an inspiration to boldness is important for board members and staff. He will also talk about board members' roles in captial campaigns.

Charlene Fabian, CFRE, and a former Outstanding Fundraising Professional honored by our AFP chapter, wants us to have this opportunity to participate. Space is limited. For more information contact Charlene at 918-346-6639 or cfabian@ommtulsa.org

Build Your Bookshelf

The Nonprofit Development Companion

Often times development professionals read books and articles on fundraising, donor retention, and other related topics and think, "now what?" The Nonprofit Development Companion, a book by Brydon M. DeWitt, is a workbook with useable templates that will not just talk about how to fundraise, but will walk you through strategic planning and examples that will help you execute those plans.

AFP Eastern OK's Presenting Strategic Partner

Mentor Moment

For the past year, you have been reading testimonials from your fellow AFP members who have been participating in the mentoring program. Being a part of this program is one of the many benefits of AFP membership and I promise that your involvement in this program will enrich your life and inspire you to do great things for the organization for which you are fundraising.

Sign-up sheets were available at the May and June lunch meetings, but if you missed the meetings or did not sign up at that time, you are not too late to throw your name in the mix to be a mentor, be mentored, or do both!! Pairings are in process as this newsletter goes to print. Just email Kate Davis at katedavis53@gmail.com or call 918-520-3159 to let her know you would like to be a part of this enriching program.

And here is one more testimonial to get you fired-up to participate . . .

Lauren Brookey served as a mentor to Allison Walden.

Lauren: Meeting and spending time with Allison has probably been one of the best things that has happened to me in the last year in my role. I would highly recommend this (the mentoring program) to anyone and again, meeting Allison has been a great addition professionally.

Allison: I've LOVED my mentorship with Lauren Brookey. She is a thoughtful and purposeful leader and I've gained wisdom and perspective from our meetings. I'm so appreciative of our opportunity to learn from each other as mentor and mentee, and I've grown professionally and personally because of the experience.

I have a feeling from comments that I received from the two of them throughout the year, that they both mentored and learned from each other. It seems that the relationship that was formed because of the mentoring program became the foundation for a new and lasting friendship.

-Kate Davis

Mentor Program Chair

In This Issue

Think About It

August Webinar & September Luncheon

CFRE Review Course

Other Opportunities

Build Your Bookshelf

Mentor Moment

Job Listings