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AFP First Coast Chapter Newsletter
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Hello AFP Members and Friends,
I can’t believe we are already in February. It seems like this year is moving so quickly. I hope all of you are doing well and that your 2022 is off to a great start, both personally and professionally. February is Black History Month and as I take a moment to reflect on what that means and the current climate our country finds itself in, I think of a quote from Thurgood Marshall, the first African American U.S. Supreme Court member. “In recognizing the humanity of our fellow beings, we pay ourselves the highest tribute”. I hope you all can take a moment to reflect, learn, and grow during this month and to remember that Black history is American history.
February is also the start of our program calendar with our first program on Feb 16th at 8 am at Deerwood Country Club with Dan Murrell, CFRE of The Murrell Group. Dan will be presenting on Moving Planned Giving to the Forefront: The Hows and Whys of Planned Giving. We do have a full slate of eight educational programs this year with some great speakers like Alice Ferris, Jim Anderson, and Michelle Turman kicking off the first half of the year. We are offering a bundle package deal for all eight programs that offers a saving of over 15%. I encourage you to take advantage of this member only opportunity.
While not part of the bundle package, we are also excited to offer a seminar for the first time in three years. Our half-day seminar will be on March 16 with Alyce Lee Stansbury at Deerwood Country Club. She will be focusing on managing board expectations and donor stewardship.
Finally, I want to say I appreciate all of you for being patient with our chapter as we have navigated the pandemic for the past two years. I appreciate you sticking with us during this challenging time and for being leaders and advocates for the fundraising profession. Speaking of appreciation, I want to bring attention to the $100 Appreciation Credit AFP Global is offering all Professional, Young Professional and Small Nonprofit Organization members to be used for any professional development product in AFP Global’s BlueSky Path system.
I look forward to seeing you in-person on February 16th and I wish all of you a great February!
Dave Cognetta, CFRE
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February 16: Moving Planned Giving to the Forefront: the Hows and Whys of Planned Giving
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Join us for breakfast, networking, and a presentation from special guest speaker Dan Murrell, MA, CFRE from The Murrell Group. Dan will present "Moving Planned Giving to the Forefront: the Hows and Whys of Planned Giving."
About Dan:
Dan is a graduate of Millsaps College and of the University of Memphis. After a career teaching high school French, Dan began nonprofit development work and charitable estate planning in 1997. He has served as the Director of Development and Community Relations at Trezevant Manor, Director of Development of the Community Foundation of Greater Memphis, and Director of Planned Giving at the University of Memphis.
At the University of Memphis, Dan was responsible for the revival and expansion of the planned giving program. During his 12-year tenure, the total value of planned gifts on record tripled and total expectancies increased from $7.6 million to $41.5 million. He retired from the UofM in 2020.
Dan is a long-time member of AFP-Memphis, serving on its Board and as its President in 2004. He received the AFP-Memphis Crystal Award as Outstanding Fundraising Executive in 2008. He co-founded ITNMemphis, a nonprofit that provides dignified transportation options for seniors and the visually impaired.
Dan is currently active with the Planned Giving Council of Greater Memphis, serving as President in 2019 and as a current board member. He has served on the boards of several local nonprofits, most recently the Levitt Shell, and has been adjunct faculty at the UofM in the department of Public and Nonprofit Administration.
Feb 16, 8-10 am
$30 Members, $45 Non-members
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AFP Members: Purchase this year's Chapter Program Bundle and save 15%
Includes 8 programs | Purchase by February 14!
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Thank you
University of North Florida
for being AFP First Coast Chapter's 2022 Educational Program Sponsor!
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Would you like to post an open job with your organization? Simply Submit a Job on our website. $25 for members, $100 for non-members. Postings stay on website for 60 days.
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AFP First Coast Chapter Scholarships are now open!
This year, we'll offer scholarships for:
- AFP Membership
- Education
- CFRE exam/recertification
- Planet Philanthropy Conference
- AFP ICON Conference
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Member Spotlight: Jan Kary, CFRE
Principal Consultant, Jan Kary & Associates
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How many years have you been in the nonprofit sector?
My first job in non-profit was in 1982, so 2022 is my 40th year serving the non-profit sector – longer than most of our chapter members have been alive. I’m an old fart!
What do you tell people you do when asked?
“I fundraise for non-profit organizations.” Some people think this means I run bake sales or car washes until I explain it’s a little more involved than that.
I work in fundraising because...
I have a strong faith and believe I’m called to change the world for the better each and every day. There’s nothing more distressing to me when I can’t make that happen. While losses make me die a little, EVERYONE wins in fundraising success – the beneficiaries, the donors, my clients.
How long and what capacity have you been involved with AFP?
I was a member of the DC chapter for several years and joined the First Coast Chapter in 2016 when I moved to this area. Currently, I serve as the Chapter's CFRE Chair.
What is your favorite thing about being an AFP Member?
Being a “life-long learner” is one of my guideposts. When I hear fundraisers say they know everything there is to know about direct response or planned giving or major gifts or grant writing, I’m often surprised. I learn something new about fundraising every week from my AFP colleagues, some of whom I’m delighted to call clients. Being able to have a front-row seat to see how fundraising pros run their teams is fabulous.
The thing I do that is most therapeutic after a hard day/week is...
Take my cat for a walk in her stroller!
What's the best book, TV show or movie you've consumed in the past year?
Just started the Rachel Maddow book “Blowout” about the oil & gas industry and more and am finding it enlightening.
People would be surprised to find out that...
When I started my own business in 2011, I didn’t know if it would last beyond a few months thinking I’d eventually find “a real job.” Now 10 ½ years later, still going full steam and having the time of my life serving foundation outreach needs of clients. Hope I get to do this until my very last breath. Retirement? Not me, not ever!
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New & Renewing Members
Makayla Buchanan
Brian Cramer
Cheyenne Genovar
Jaime Hamilton (New!)
Barzella Papa, CFRE
Tom Torretta, MNPS
Kendall Sisisky Valliere (New!)
Bruce Vorsanger (New!)
For information regarding membership to AFP First Coast, visit our website or email AFP First Coast VP of Membership, Nicola Barnack.
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Are you interested in volunteering or becoming more involved with the AFP First Coast Chapter? Take a look at our 2022 volunteer committees and reach out today! Volunteer Committees include:
National Philanthropy Day, IDEA (Inclusion, Diversity, Equity, Access), Membership, Communications, and Scholarships.
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Spotlight on Ethics & IDEA |
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Support AFP's IDEA Initiative: Update Your Member Demographic Data
by Meredith Jespersen
At AFP, we encourage, promote and facilitate membership of members from diverse backgrounds.
Part of this process is to collect and publish data regarding the demographics of our members on the AFP Global website. The collection of all demographic data is voluntary. Current members can provide or update their information at any time. Members are encouraged to provide their data by logging into their account on the AFP Global website.
Using this information, AFP develops statistics including data on sex (including gender identity and expression), ethnicity, 2SLGBT + status, disability status, type of job and membership status. These statistics are provided to members via marketing materials, branding and advertising reflecting the diversity of our members.
Please log into your account on the AFP website today, click on My Account>Member Demographics to update your information.
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Spotlight on Ethics
by Jan Kary, CFRE
The ethical management of restricted gifts, be they from individuals, corporations, foundations, civic groups, or any other supporter, requires careful stewardship by development professionals working closely with their finance team. This has been spotlighted during COVID when so many programs – for which restricted funds may’ve been raised - were curtailed, significantly altered, or simply abandoned. It requires careful accounting to ensure restricted funds are coded appropriately allowing only expenses related to the specific project. Some organizations narrow the restriction to the bone. In my fundraising practice, I’ve long advocated for “fully loaded program budgets,” e.g., including all the staffing necessary to run a program with some reasonable portion of administrative staff expenses. The best step is to have an open channel of communication with your donor, explaining delays, asking forbearance, and possibly discussing a donation re-structure to current realities.
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Register for AFP ICON 2022, the world's No. 1 fundraising conference and hear from Allyson Felix - mom, seven-time Olympic Champion, Time's 100 Most Influential, Activist.
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AFP Webinar: Feb 23
How to Build a Comprehensive Campaign and Inclusive Communications/Stewardship Plan
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Relationships are at the core of fundraising, and effective communications strengthen relationships and the main activities of successful stewardship strategies. Great communications may come naturally to many, but an effective plan can help strengthen engagement, increase productivity, and advance equity. Register here!
Presenter: Jonathan Meagher-Zayas, CFRE
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