2007 Annual Report

Association ofFundraising Professionals

Greater Philadelphia Chapter

AFP International Conference 2007

TABLE OF CONTENTS

President’s Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Commitment to Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

AFP-GPC Mission and Values Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Franklin Forum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Essentials of Fundraising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

National Philanthropy Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

A Member’s Perspective . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Mentoring Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

AFP Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

AFP-GPC Finances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

AFP-GPC Leadership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Established 1969Association of

Fundraising Professionals

Greater Philadelphia Chapter

A MESSAGE FROM OUR PRESIDENT, THERESA HAENN, CFREIn the spirit of leading by example, we are thrilled to provide the first Annual Report for the Association of Fundraising Professionals – Greater Philadelphia Chapter (AFP-GPC). This report, which was edited under the leadership of Jaime Howard and compiled from input provided by AFP-GPC committee chairs, is intended to tell our members and friends in the community about our activities for the past 12 months. This inaugural copy is also available on the Chapter’s website, www.afpgpc.org, for downloading as a PDF document.

In addition to planning educational programs, the Franklin Forum, National Philanthropy Day and membership networking events, the board and committee chairs have carefully managed the Chapter’s budget and brought us through a difficult few years to one in which we can truly be proud. AFP is an individual membership organization, and as the local Chapter of the International Association, your membership dues count for a small percentage of our Chapter’s annual revenue. The significant portion is generated through the Chapter’s programs and events. From those revenues, the Chapter is able to provide small non-profit organizations with scholarship assistance to enable staff to attend educational programs such as the Franklin Forum and the Fundamentals of Fundraising or the Essentials of Fundraising.

Key to the success of the Chapter since inception is the long list of volunteers who have shepherded all aspects of Chapter growth and development through the last four decades. Unfortunately, I can not mention everyone by name, but kudos to each one for the energy, talent and dedication generously shared with their peers. I would like to mention that the list of current members of the Board of Directors can be found on page 7 .

As a volunteer-led association, the time commitment of each person is greatly appreciated. Every aspect of the Chapter’s work is overseen by a volunteer and, in many cases, completed by a volunteer. The presenters for educational programs share their expertise with little remuneration – other than a heart-felt THANK YOU or small gift. In the cases where a stipend is offered, most of the presenters return the funds to the Chapter for the benefit of all.

Membership in AFP is truly a professional development tool. The varied educational experiences offered by skilled and long-time practitioners are the foundation of the toolbox. Suggestions for programs and topics come from committee members, program attendees and board members; in the case of the Franklin Forum, RFPs are solicited to provide the broadest possible experience. Access to up-to-date legislative information is another key benefit of membership. AFP maintains staff at the international headquarters to monitor the legislative and rules changes pertinent to the way we are able to solicit, receive and report on generous contributions that fund each of our missions. There is a Government Relations Committee here in Philadelphia which follows Pennsylvania, New Jersey and Delaware legislative issues.

I invite you to review this report and submit any questions or feedback you have about the Chapter’s work in the community to me. You can reach me by calling my office at (215) 561-2919, extension 311 or electronically at Theresa.Haenn@alz.org.

Thank you for being a part of the Greater Philadelphia Chapter of AFP!

Theresa F . Haenn, CFREPresident, Greater Philadelphia Chapter

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COMMITMENT TO MEMBERSHIP

AFP is the leading professional association for fundraising professionals who work for not-for-profit and philanthropic organizations. The Greater Philadelphia Chapter, established in 1969, is among the six oldest chapters and is the fifth largest chapter with 728 members who represent three percent of the total 28,000 national membership.

AFP-GPC members represent a diverse group of over 500 educational, health, philanthropic, religious, community and cultural organizations. Members are primarily from the five county Greater Philadelphia region including Philadelphia, Bucks, Chester, Delaware and Montgomery Counties. Our membership is also comprised of professionals from Delaware, New Jersey, Maryland, New York, Ohio and Florida.

AFP offers the best networking opportunities, a strong commitment to ethical standards and opportunities for professional advancement through excellent educational workshops and learning experiences. AFP’s members have access to: networking events; available career opportunities, including the Career Planner tool on the AFP website; newsletters and current information on nonprofit trends; a well-equipped Resource Center that provides comprehensive research on any topic relevant to professional advancement, which is provided at no charge to AFP members and a nominal cost to non-members; and the opportunity to participate in legislative activities and influence policy directly related to fundraising and donor impact.

AFP-GPC MISSION AND VALUES STATEMENT

The mission of the Association of Fundraising Professionals – Greater Philadelphia Chapter (AFP-GPC) is to enhance the philanthropic effectiveness of the greater Philadelphia community through the promotion of ethical practices, professional development, education, communication, leadership and service.

AFP-GPC Values StatementValue #1The people we serve, our members, other non-profit professionals and fundraising volunteers are the heart of our organization.

Value #2Through our leadership, AFP-GPC members set the example of donor-centered fundraising practices within the non-profit community.

Value #3AFP-GPC volunteers are our greatest resource and fundamental to the successful advancement of our mission.

Value #4In response to our mission of education, we offer a diverse array of professional development and educational opportunities.

Value #5In response to our mission of education, we seek opportunities for integration and collaboration within the philanthropic and wider communities.

Value #6In response to our mission of advocacy and ethical practice, we seek opportunities for promotion and education within the philanthropic and wider communities.

Value #7Our financial strength enables us to provide for the diverse needs of individuals and organizations within our region and empowers creativity and outreach.

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PROGRAMS

Successful seminars from prior years were brought back by popular demand in 2007. Planned Giving Boot Camp, the CFRE Breakfast and Meet the Funders continued to meet the educational needs of members and friends, and in response to member feedback, The Care and Feeding of Volunteers was offered. Federal Grants/Public Funding once again proved to be an engaging topic for members and friends of AFP-GPC.

Cumulative educational program attendance for 2007 was approximately 1,500 people . Fifty-four percent of attendees were AFP-GPC members and 46% were non-members. Total attendance for the networking breakfasts held throughout the region was 221, 33% of the attendees were non-members, proving the breakfasts continue to be popular since their introduction in 2006.

For 2008, the program committee will implement suggestions for improvement that have been submitted by seminar participants. Presentations will include handouts and presenters will be strongly encouraged to use visual aides. Exciting topics covering strategic planning, gift acceptance policies, prospect research, planned giving, marketing and soliciting for major gifts are being planned. Corporate and foundation funding, special events and public funding will continue to be on the schedule.

A new twist on networking breakfasts will be introduced in 2008 with the addition of Affinity group breakfasts. These monthly breakfasts will continue to be conveniently held throughout the Greater Philadelphia region.

Visit our website at www .afpgpc .org to learn more about upcoming programs, events and networking opportunities where you can make contacts, develop your professional skills and build your career.

CALL FOR VOLUNTEERSThe program committee meets on the first Friday

of each month at Saunders House, 100 Lancaster Avenue, Wynnewood, PA .

If you would like more information about joining the program committee, please contact

Stephanie Cory at (610) 658-5145 or scory@saundershouse .org

FRANKLIN FORUM

AFP-GPC’s 2007 Franklin Forum was held on April 17, 2007 at the Loews Hotel in Philadelphia. 425 fundraising professionals of all experience levels attended the Forum, participating in 18 diverse workshops presented by 30 local, regional and national speakers and program panelists. The Forum proudly featured AFP International’s President and CEO, Paulette V. Maehara, CFRE, CAE, who conducted a morning briefing on fundraising trends and issues for senior professionals and spoke to all Forum participants over lunch.

AFP-GPC’s Franklin Forum committee is planning another exciting and valuable learning and networking experience for the 2008 Franklin Forum, which will be held on April 16, 2008. The 2008 Forum will return to the newly renovated conference facilities of the Philadelphia Marriott Hotel and include a mix of highly rated workshops from previous years and a variety of new workshops as suggested by AFP-GPC members and Forum participants. Penelope Burk, author of Donor Centered Fundraising is confirmed to present a session.

Please mark your calendars and look for complete details and registration information on our website and in your mail and e-mail inbox.

A VERY SPECIAL THANK YOU TO OUR2007 FRANKLIN FORUM SPONSORS

Presenting SponsorSchultz & Williams, Inc.

Silver SponsorsCommunity Counseling Service (CCS)

McPherson Associates, Inc.The Philadelphia Foundation

SEI

Event SponsorsRich Tolsma Productions

Zarwin, Baum, DeVito, Kaplan, Schaer & Toddy, P.C.

In-Kind SponsorsDFR Print/Mail Solutions LLC

Geiger

Gershwin Domm Graphic DesignSWIFT Mailing Services, Inc.

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ESSENTIALS OF FUNDRAISING

For five years, the AFP-GPC Essentials of Fundraising program has proven to be very effective in reaching fundraisers from small nonprofit organizations in the Greater Philadelphia region and helping them obtain the skills needed to be more effective in raising funds from all of their constituencies – individuals, corporations and foundations as fundraisers. Created by the Greater Philadelphia Chapter of AFP, the program includes five modules.

Starting a Development Program focuses on the information and skills needed to establish a functional fundraising program. During this session, participants learn how to identify potential funding sources and how different types of fundraising fits into the larger picture. Additionally, this course provides methods for assessing your organization’s readiness, defining your case, developing fundraising resources and establishing basic policies and procedures needed to manage a solid fundraising program.

Annual Giving is designed to teach participants how to discover an organization’s core constituencies and turn them into annual donors.

Individual and Major Gifts explains how to engage donors at a deeper level so that their annual giving reaches the maximum financial capacity.

Corporate and Foundation Grant Seeking instructs participants on how to fund their unique activities and also imparts effective grant writing and reporting skills.

Board and Volunteer Development educates participants on capitalizing on the use of volunteers and how to engage these volunteers to help a non-profit organization raise money cost effectively.

Since its inception, the program has grown to train fundraisers from more than 600 area nonprofit organizations. In 2007, the Essentials of Fundraising program offered 20 classes and assisted professionals in gaining new knowledge about development strategies and techniques. The 2007 program was co-chaired by Corrine D. Sylvia, CFRE, of Sylvia/Carter and Associates and Mark Valentine, CFRE.

To view information and register for upcoming Essentials of Fundraising program modules, visit our website at www .afpgpc .org .

NATIONAL PHILANTHROPY DAY was celebrated on November 9, 2007 with over 650 in attendance at the Loews Philadelphia Hotel. National Philanthropy Day is celebrated by over 100 chapters. The Greater Philadelphia Chapter’s Awards Luncheon is a wonderful opportunity to recognize the contribution that philanthropy and philanthropists have made to our region. This year, the National Philanthropy Day award committee vetted and reviewed 53 nomination packets.

The 2007 Award Recipients were:

Fundraising Volunteer of the Year: Anne F. Hamilton

Individual Philanthropist of the Year: Ruth M. & Tristram Colket, Jr.

Outstanding Corporation or Corporate Foundation of the Year: Campbell Soup Foundation

Outstanding Foundation of the Year: Fourjay Foundation

Fundraising Executive of the Year: Linda Scribner Paskin

Youth in Philanthropy Award: “By Girls, For Girls” Girls Advisory Board

Two Lifetime Achievement Awards: William Sample and John J.F. Sherrerd

Government Philanthropic Partner Award: Lawrence Barth

President’s Award: Dr. Phillip Tumminia

Don’t miss the 2008 National Philanthropy Day nomination packets to propose your very best for this honor . For additional information, please call us at (610) 610-642-0599 or email us at chapter@afpgpc .org .

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IN HER OWN WORDS . . . A MEMBER’S PERSPECTIVE

I have been a member of the Association of Fundraising Professionals for several years and joined of my own accord because I hoped to pursue an aggressive career path that would take me from prospect research to frontline fundraising. AFP has been a wonderful catalyst for my career. There are so many opportunities to learn, I cannot list them all here. But, my favorites have been the Essentials of Fundraising series, the networking breakfasts and other programs such as Meet the Funders and Planned Giving seminars.

My favorite day of the year, however, is when the Franklin Forum is held. It is an entire day of breakout sessions with excellent choices to advance your career or just to listen and learn. The networking opportunities are wonderful, and the people are just so very nice. My only wish is that it was two days instead of one!

Finally, I have just been paired with a mentor and feel very honored to be able to reach out to her for guidance and direction, while I learn my new job. The AFP membership fee is worth every penny, and if you want to stay connected to the fundraising world and the latest in best practices, don’t hesitate to join! I am very proud to be a member!

Daria J . Walsh Director of Corporate & Individual Giving Pennsbury Manor

MENTORING OPPORTUNITIES

Calling All Mentors . . .

Many of us have had the enriching experience of working with bosses, board members or colleagues who became mentors. Others of us wish that we had found mentors to support us in both the difficult and exciting times of our careers. The AFP-GPC Board asks you to consider sharing your expertise as a mentor to a less experienced fundraising professional. As a fundraising professional with five or more years of experience and/or CFRE status, you have accumulated a wealth of professional expertise. As a mentor, you can make an unforgettable difference in the professional life of one of your colleagues.

Would you like to receive guidance, support and good counsel on an important project? As a fundraising professional with less than five years of experience, you are invited to apply to the AFP-GPC Mentoring Program as a prospective mentee.

Contact us at www .afpgpc .org for additional information about the Mentoring Program and to

apply to be a mentee or mentor .

AFP RESOURCES

Are you looking for fundraising and professional development resources?

Visit AFP at www .afpnet .org for:

AFP’s Code of Ethical Principles and Standards of Professional Practice

The Donor Bill of Rights

Membership Application

Public Policy Information

Education and Career Development Resources

Research and Statistics about the Fundraising Profession

Publications

And much, much more!

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AFP-GPC FINANCES

Overall, the Association of Fundraising Professionals – Greater Philadelphia Chapter posted a strong financial statement for the fiscal year ending December 31, 2006. Key highlights included:

• Income was strong with approximately $339,000 in revenue.

• Expenses were held under control at just over $301,835.

• Programs and Scholarships combined exceeded 60% of expenses.

• Membership dues represented only 16% of income.

Throughout the year, committees implemented programs and opportunities that generated revenue to cover the majority of the chapter’s programs and administrative expenses. It is noted by the Finance Committee that only 16% of revenue was needed from membership dues. At the Finance Committee’s recommendation, the board approved the transfer of a significant portion of net revenue into an investment account for long term stability of the chapter, to support future new initiatives and to fund more scholarships in 2007.

AFP-GPC 2006 BudgetJanuary 1, 2006 – December 31, 2006

REVENUEPrograms, Franklin Forum, NPD & Villanova $ 244,489 72.12%Membership Dues $ 55,825 16.47%Placement Newsletter $ 19,030 5.61%Essentials Program $ 11,080 3.27%Directory Advertising $ 5,100 1.50%Scholarships $ 2,300 .68%Fundline Advertising $ 600 .18%Chapter List Rental $ 600 .18% TOTAL $ 339,024 100.00%

EXPENSEPrograms, Franklin Forum, NPD & Villanova $ 171,944 56.97%Office, Board & Administrative $ 85,286 28.26%Essentials Program $ 13,511 4.48%Fundline Newsletter $ 9,118 3.02%Membership Directory $ 6,712 2.22%Legal and Accounting Fees $ 4,515 1.50%Chapter Contributions $ 3,000 .99%Chapter Scholarships $ 2,300 .76%Membership Recruitment Services $ 2,002 .66%AFP National Meeting & Leadership Training $ 1,841 .61%Fund Management $ 1,144 .38%Mentoring Program $ 363 .12%Placement Newsletter $ 99 .03% TOTAL $ 301,835 100.00% NET INCOME $ 37,189

These numbers have been audited.Audited Financial Statements are available upon request.

Programs, Franklin Forum,NPD and Villanova

Office, Board & Administrative

Essentials Program

Fundline Newsletter

Membership Directory

Legal and Accounting Fees

Chapter Contributions

Chapter Scholarships forChapter Programs

MembershipRecruitment/Services

AFP Nat'l Meeting & LeadershipTraining

Fund Management

Mentoring Program

Placement Newsletter

Expense Breakdown

Programs, Franklin Forum,NPD and Villanova

Membership Dues

Placement Newsletter

Essentials Program

Directory Advertising

Scholarships to Franklin Forum& Villanova

Fundline and Revenue

Chapter List Rental

Income Breakdown

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AFP-GPC 2007 LEADERSHIP

Board of Directors

OfficersTheresa Haenn, CFRE PresidentAlzheimer’s Association, Delaware Valley Chapter

Heather Gee, CFRE, CAP ChairThe Philadelphia Foundation

Corrine D. Sylvia, CFRE SecretarySylvia/Carter and Associates

Ellen Grill TreasurerRiddle Memorial Hospital

Gloria Pugliese, CFRE President Elect & VP Education and Professional DevelopmentLa Salle University

Robert DeMartinis, CFRE, ePMT VP Bylaws and PoliciesHope Associates

Patrick Feeley, CFRE VP FinanceThe Children’s Hospital Foundation

Michelle Gollapalli, CFRE, MBA VP Membership ServicesAlzheimer’s Association

Dana Heiman, CFRE VP Association and Government RelationsBrandywine Health Foundation

Jaime L. Howard VP Communications and External AffairsTemple University

MembersSusan Arnold Krystine Sipple, CFRELutheran Social Ministries of New Jersey The Clinic

Doven Brezner Collins David SnyderSchultz & Williams, Inc. American Israel Public Affairs Committee

Gloria Hibbett Mark Valentine, CFREFree Library of Philadelphia Foundation Consultant

Kevin Peter, CFRE, CAP Robert Wombwell, CFRE, CAP, CLUCommunity Legal Services, Inc. St. Hubert High School for Girls

John RafnerNice Lines Direct Mail, Inc.

Committee Chairpersons

Stephanie Cory*, Program Committee Pam Costanzi*, 2007 Franklin Forum CommitteeLise Twiford*, Villanova Course Committee Lisa Dunlop*, Professional Certification CommitteeRobin Todd*, Mentoring Committee Peter Caputo*, Senior Forum CommitteeDavid Snyder, Membership Committee Heather Gee, Annual Meeting CommitteeKrystine Sipple, Membership Directory Committee Doven Brezner Collins, Volunteer Coordinator CommitteePatrick Feeley, Finance Committee Robert Wombwell, Every Member Campaign CommitteePatrick Feeley, Chapter Services & Compliance Kevin Peter, Government Relations Committee

Susan Arnold and Robert Wombwell, National Philanthropy Day CommitteeSusan Arnold, Lee Daney* and Jerry Rohrbach*, NPD Awards Committee

Corrine Sylvia and Mark Valentine, Essentials Program CommitteeDana Heiman and Nancy Green*, Scholarship Committee

* AFP-GPC Members; Not on the Board

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Association of Fundraising Professionals – Greater Philadelphia Chapter

308 East Lancaster Avenue Tel: 610-642-0599Suite 110 Fax: 610-642-0628Wynnewood, PA 19096 Email: chapter@afpgpc.org Web: www.afpgpc.org

Association ofFundraising Professionals

Greater Philadelphia Chapter