Association of Fundraising Professionals dba AFP FL, SW Chapter
6120 S. Lockwood Ridge Rd.
Sarasota FL 34231
Mission
AFP, an association of professionals throughout the world, advances philanthropy by enabling people and organizations to practice ethical and effective fundraising.  The core activities through which AFP fulfills this mission include education, training, mentoring, research, credentialing and advocacy.
Leadership
CEO/Executive Director No Executive Director
Board Chair Jennifer Vigne
Board Chair Affiliation Community Volunteer
General Info
Organization DBA
DBA
AFP FL, SW Chapter
Tax Exempt Status Public Supported Charity
Incorporation Year 1987
State Charitable Solicitations Permit Yes Sept 2017
State Registration Yes Jan 2017
Financial Summary
 
 
Projected Revenue $51,000.00
Projected Expenses $48,000.00
IRS Letter of Determination
IRS Letter of DeterminationView
Impact Statement

ACCOMPLISHMENTS: Expanded number of professionals in the community committed to effective and ethical fundraising with a 11% increase in membership; Advanced knowledge of effective and ethical fundraising practices for 155 practitioners in the first 10 months of 2016, increasing attendance at monthly education functions by 7%; Increased the number of nationally recognized speakers at education functions, expanding the knowledge base of local nonprofit community; Promoted professional certification by altering education function format to allow for continuing education credit and by creating a scholarship for professionals needing financial assistance to pursue certification.

PRIMARY GOALS:  Enhance membership experience. A membership survey will be implemented for the first time to determine opportunities for growth; Develop superlative practitioners. High-quality educational programming and ethics education are focuses for the coming year; Strengthen the profession/educate external audiences. A written communications plan and formal scholarship policy will advance this goal; Prepare for the future through succession.  Formal, board adopted policies & procedures and job descriptions for leadership will be developed and approved in 2016; We will also promote and defend public policy that encourages philanthropy, supporting principles important to AFP and the fundraising profession.

Needs Statement

AFP SWFL strives to provide the highest level educational experience on a range of topics, sometimes necessitating bringing speakers in from outside our community. Speaker fees and travel expenses $3,000 annually.   The nonprofit job bank is the relied upon by employers and professionals within the nonprofit community to ensure agencies are able to find the qualified staff to fulfill their missions. Maintaining nonprofit job bank $2500 annually. AFP works to advance the fundraising knowledge of all nonprofit professionals, regardless of their organization’s budget. Scholarship funds for membership, continuing education or CFRE certification $1000 annually. National Philanthropy Day celebrates the impact of philanthropy on our community while raising funds to promote effective and ethical fundraising. Sponsorships from $500 - $5,000

 

 


 

Background Statement
In 1960, three fundraisers met for lunch in New York City to discuss an idea they had been toying with for a while: creating an association for charitable fundraisers. Therein lies the beginning of the Association of Fundraising Professionals.  The Association of Fundraising Professionals (AFP) is the professional association of individuals and organizations that generate philanthropic support for a wide variety of charitable institutions.  AFP advances philanthropy through its more than 31,000 members in 235 chapters throughout the world.  Our local chapter was started in 1990 with 10 members in just the Sarasota area.  We then expanded north to Manatee and south to Ft. Myers.  In 2011, our southern most members began a chapter in Pt. Charlotte that we sponsored with 66 members and the Sarasota/Manatee chapter now has 164 members.
Areas Served
Areas Served
Area
FL- Sarasota
FL- Manatee
Areas Served Comments When our chapter was started, we served the Manatee to Ft. Myers areas.  We sponsored a new chapter in Pt. Charlotte in 2011 and we now serve just Manatee and Sarasota counties.
Service Categories
Primary Org Type Education
Secondary Org Type
Tertiary Org Type Education
Statement from the Board Chair/Board President

As a professional membership-driven organization that is governed by a volunteer board, the AFP Southwest Florida Chapter has been recognized for several accomplishments during its history. Some of these successes include being recognized by the Association of Fundraising Professionals International Headquarters as a Ten Star Chapter, one of just 84 chapters out of 241 total chapters to receive this prestigious designation. Ten Star Chapters have demonstrated outstanding programming and leadership for the fundraising profession, and excel in promoting ethical and effective fundraising and educating the public about the importance of philanthropy and wise giving.

Additionally, the AFP Southwest Florida chapter has been actively involved in the Florida Caucus leadership for several years, with chapter members serving as Caucus Treasurer, Caucus Secretary and as Planet Philanthropy Conference Chair. The Southwest Florida Chapter is also represented across the state with board members serving as program presenters and training facilitators for other chapters, as well as one of our board members serving as the CFRE master trainer for development professionals who are seeking to earn this certification. The AFP Southwest Florida Chapter has experienced much success, due in large part, to its very committed volunteer board and active membership community. The AFP Southwest Florida Chapter is also growing its membership with a focused effort on connecting more development professionals through outreach and communication.

As with any active nonprofit, the AFP Southwest Florida Chapter has its own unique challenges that the volunteer board and its chapter administrator are addressing. This year, the board convened a strategic planning committee to create a new 3-year strategic plan that addresses the most pressing challenges. Through this diligent effort, the Chapter board has identified specific goals:

Primary Goals for AFP Southwest FL Chapter: 1) Develop skilled, knowledgeable and ethical professionals. 2) Advance effective, ethical and accountable fundraising standards and programs 3) Deliver optimal value to members 4) Engage young professionals and youth exploring philanthropy and building their fundraising careers.

Secondary Goals: 1)  Aggressively promote and defend public policy that encourages philanthropy, supporting principles important to AFP and the fundraising profession. 2) Supports community of inclusion, and will seek, embrace and engage diverse individuals, groups and organizations with a broad representation of experiences, perspectives, thoughts and cultures within the fundraising profession. 3) Provide strong leadership in promoting and supporting the fundraising community worldwide.

The Executive Committee will have responsibility for oversight of the strategic plan and monitoring progress toward the stated goals. Internal and external communications will be coordinated in an annual plan to increase visibility, enhance the member experience and help improve the Chapter’s effectiveness. Ethics training and resources will be accessible to all Chapter members to strengthen the profession and philanthropy in our area. The Membership Committee will lead recruitment of new members and promote the benefits of AFP membership to enhance the overall member experience and diversity within the Chapter. A retention rate of 80% will be maintained and membership will grow annually. The Chapter will demonstrably strengthen the fundraising profession by providing programs above and beyond the monthly sessions. Satisfaction with programs will be monitored regularly. Scholarships will be awarded to help recruit new members, provide professional development for Chapter members and encourage pursuit of the CFRE credential.

The AFP Southwest Florida Chapter is committed to serving its members and its community with effective and ethical fundraising. With its many accomplishments, a strategic plan to guide them, and a dedicated membership and volunteer board, the future looks very bright for this organization.    2016 Board President/Jennifer Vigne, CFRE

Programs
Description The annual conference gathers more than 150 regional fundraising and planned giving professionals for a half-day of networking, lectures and workshops.  
Budget $1,500
Category Education, General/Other
Program Linked to Organizational Strategy Yes
Population Served Adults
Short Term Success
The annual event is considered successful if:
-  a minimum of 85% of attendees report that they were satisfied with the event 
-  a minimum of 85% of attendees report that they learned something useful to their nonprofit work.
 
 
 
Long Term Success The event couples philanthropic research with practical tools for development professionals to use to elevate their fundraising results while engaging in Relationship Fundraising.   Long term success is reflected in attendance - the event meets the needs of professionals as evidenced by "sell out" attendance each year.
Program Success Monitoring A satisfaction survey is completed by attendees after the event.  98% of those responded enjoy the event and felt they learned a great deal.  The remaining 2 percent omitted comments.
Program Success Examples This is an annual sell-out event attended by 150 individuals
Comments
Program Comments by Organization We have 10 monthly luncheons scheduled each year, presenting practical tools for development professionals.
CEO/Executive Director
CEO/Executive Director No Executive Director
CEO Term Start 0
CEO/Executive Director Email afpfl@verizon.net
Former CEOs/Executive Directors
NameTerm
Senior Staff
NameTitle
Kim Noyes Chapter Administrator
Staff & Volunteer Statistics
Full Time Staff 1
Part Time Staff 0
Staff Retention Rate % 100
Professional Development Yes
Contractors 1
Volunteers 0
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation N/A
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation N/A
Collaborations
We collaborate annually with the Community Foundation of Sarasota County on the Fundraisers Forum. 
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Ten Star ChapterAFP International2015
Ten Star ChapterAFP International2010
Ten Star ChapterAFP International2011
Ten Star ChapterAFP International2012
Ten Star ChapterAFP International2013
Ten Star ChapterAFP International2014
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan Under Development
Strategic Plan Yes
Strategic Plan Years 3
Strategic Plan Adopted July 2016
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy No
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures No
Board Chair
Board Chair Jennifer Vigne
Company Affiliation Community Volunteer
Board Term Jan 2015 to Dec 2016
Board Chair Email jvigne@edfoundationsrq.org
Board Members
Board Members
NameAffiliation
Jennifer Abbott Forty Carrots Family Center
Victoria Finley Sarasota Military Academy
Janet Ginn, CFRE The Sarasota Ballet
Scott Hinckley, CFRE One to One DocuSource
Lisa Howard, CFRE Lighthouse of Manasota
Kathy Jordan WUSF Public Media
Glenda Leonard The Salvation Army
Ann Logan Selby Gardens
Aida Matic, CFRE Tidewell Hospice
Rhonda Peters Rhonda Peters Consulting
Declan Sheehy John & Mable Ringling Museum of Art
Andrea Stephens USF Sarasota Manatee
Kristen Theisen, CFRE Children First
Jennifer Vigne, CFRE Education Foundation of Sarasota County
Martha Wells South Florida Museum
Sarah Wertheimer Embracing Our Differences
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 16
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 2
Female 14
Unspecified 0
Governance
Board Term Lengths 2
Board Term Limits 4
Board Orientation Yes
Number of Full Board Meetings Annually 4
Board Meeting Attendance % 92
Board Self-Evaluation Yes
Written Board Selection Criteria Under Development
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Education
Membership
Board Governance
Communications / Promotion / Publicity / Public Relations
Program / Program Planning
Scholarship
Strategic Planning / Strategic Direction
Comments
Governance Comments by Organization We update our strategic plan annually and review the responsibilities of board and committee members.
Fiscal Year Projections
Fiscal Year Begins 2016
Fiscal Year Ends 2016
Projected Revenue $51,000.00
Projected Expenses $48,000.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
IRS Form 990s
Audit/Financial Documents
Historical Financial Review
Expense Allocation
Fiscal Year201520142013
Program Expense$69,837$248,828$232,474
Administration Expense$29,698$22,426$18,917
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.931.081.10
Program Expense/Total Expenses70%92%92%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$99,730$164,191$139,322
Current Assets$99,730$164,191$139,322
Long-Term Liabilities$0$0$0
Current Liabilities$1,050$10,364$8,244
Total Net Assets$98,680$153,827$131,078
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountProgram Service Revenue $82,551Conferences $161,056Conferences $139,093
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $8,756National Philanthropy $35,900National Philanthropy $40,046
Third Highest Funding Source & Dollar AmountAFP Chapter Income $1,600Giving Matters Income $29,129Contributions, gifts, grants $36,468
CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities94.9815.8416.90
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Foundation Financial information taken from Federal tax returns (990 and 990-EZ). 
Nonprofit Association of Fundraising Professionals dba AFP FL, SW Chapter
Address 6120 S. Lockwood Ridge Rd.
Sarasota, FL 34231
Phone 941 921-5410

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.