YMCA of Santa Clara Valley

AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

PRESIDENT...... 2

PRESIDENT-ELECT...... 3

IMMEDIATE PAST PRESIDENT...... 4

TREASURER...... 5

TREASURER-ELECT...... 6

SECRETARY...... 7

VP OF DIVERSITY...... 8

VP-ELECT OF DIVERSITY...... 9

VP OF EDUCATION...... 10

VP-ELECT OF EDUCATION...... 11

VP OF MARKETING...... 12

VP-ELECT OF MARKETING...... 13

VP OF MEMBERSHIP...... 14

VP-ELECT OF MEMBERSHIP...... 15

VP OF PROGRAMS...... 16

VP-ELECT OF PROGRAMS...... 17

PHILANTHROPY DAY CHAIR...... 18

PHILANTHROPY DAY CHAIR-ELECT...... 20

PROFESSIONAL DEVELOPMENT FUNDS CHAIR...... 21

FOUNDATION COORDINATOR...... 22

GOVERNMENT RELATIONS CHAIR...... 23

VOLUNTEER COORDINATOR...... 24 AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

President

Date: January 1, 2009 Length of Term: 1/01/09 – 12/31/09 1/01/10 – 12/31/10 Immediate Past President

Incumbent: Christine Jeffers, CFRE Average Time Commitment per Month: 20+ hours

General Function Of The Position: The President oversees activities of the Chapter membership. Accordingly, the President is accountable to the entire Chapter

Job Know How And Principal Activities: The President is a Chapter member in good standing with at least seven years’ experience in the development field and/or a CFRE. Excellent organizational and people skills a must!

 Call meetings of the Board of Directors, plan the agenda and lead meetings to conduct the business of the Chapter in a timely way.  Recruit and appoint chairs for the non-elected standing and special committees of the Board.  Support, supervise and encourage Vice Presidents and other Board members in their duties.  Represent the Chapter at public meetings and with the media, as needed.  Represent the Chapter at Philanthropy Day.  Represent the Chapter at regional meetings of AFP Presidents or appoint a representative.  Represent the Chapter as a delegate to the National Assembly.  Help welcome attendees to the monthly meetings of the Chapter.  Ensure that activities of the Chapter are conducted in accordance with the Bylaws and the law.  Coordinate planning for the long-term continuity and health of the organization, including Chapter goals and objectives.  Complete the year-end report for National AFP.  Plan annual board retreat with President-elect.  Work with the President-Elect for a smooth transition of responsibilities.  Supports annual AFP Every Member Campaign through a personal contribution.  Ensure that honors and distinctions such as “Chapter Leadership Award” are given in a timely fashion.

Effect On End Results: As a direct result of the efforts of the President, the following will occur:  President-Elect, Vice Presidents and Committee Chairs are inspired to plan and carry out activities and programs in support of Chapter membership.  President-Elect and Vice President-Elects have a clear vision and enthusiasm for their pending responsibilities.  The Chapter membership continues to grow, both in numbers and professional development.  The Chapter membership reflects the diversity of the community and sector.  The public recognizes the contributions and ethical standards of the professional fundraising community. AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

President-Elect

Date: January 1, 2009 Length of Term: 1/01/09 – 12/31/09 as Elect 1/01/10 – 12/31/10 as President 1/01/11– 12/31/11 as Immd Past Pres

Incumbent: Judy Whittier, CFRE Average Time Commitment per Month: 15 hours

General Function Of The Position: The President-elect assists the President in overseeing activities of the Chapter membership. The President-elect is also responsible for ethics training and coordination of ethics activities for the chapter.

Job Know How And Principal Activities: The President-elect is a Chapter member in good standing with at least seven years’ experience in the development field and/or a CFRE. The President-elect is a full-partner with the Board President.  In absence of President, call meetings of Board of Directors, plan the agenda and lead meetings to conduct the business of the Chapter in a timely way  Assist in the recruitment and appointment of chairs for the non-elected standing and special committees of the Board  Work in partnership with the President to research and implement new programs approved by the Board of Directors  Serve as primary liaison between the Chapter and the Administrator; coordinate Chapter Administrator’s evaluation and contract negotiation  Provide orientation for new Board members before the beginning of their terms.  Solicit mid-year and year-end activity reports from Board members.  Review and evaluate year-end reports of committee activities.  Help plan and implement year-end Board retreats  Coordinate the training and implementation of AFP's ethical code of conduct.  Help VP of Programs to plan one ethics luncheon program during the year.  Complete the chapter ten star award application.  Represent the Chapter as a delegate to the Chapter President's Council.  Help welcome attendees to the monthly meetings of the Chapter.  Supports annual AFP Every Member Campaign through a personal contribution.

Effect On End Results: As a direct result of the efforts of the President-Elect, the following will occur:  Vice Presidents and Committee Chairs are inspired to plan and carry out activities and programs in support of Chapter membership  Vice President-Elects have a clear vision and enthusiasm for their pending responsibilities  The Chapter membership continues to grow, both in numbers and professional development  The Chapter membership reflects the diversity of the community and sector  The public recognizes the contributions and ethical standards of the professional fundraising community AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

Immediate Past President

Date: January 1, 2009 Length of Term: 1/01/09 – 12/31/09

Incumbent: Scott Johnson,CFRE Average Time Commitment per Month: 10 hrs

General Function of the Position: Provide Chapter leadership for subsequent year(s) by securing a slate of qualified candidates to be elected to the Board of Directors by the membership of AFP, Silicon Valley Chapter. Oversee selection of qualified candidates to fill current vacancies in elect and other one-term positions.

Job Know How and Principal Activities:  Recruit and chair a Nominating Committee, consisting of the Past-President, President, President-Elect and other senior level AFP members, as needed  Solicit updated job descriptions from Board members.  Develop a plan and timeline to identify and recruit viable Board candidates  Publicize/market the benefits of involvement and taking leadership to Chapter members  Seek nominations of candidates, including self-nominations, from the AFP membership  Evaluate nominations and recruit additional candidates, as needed  Present a slate of candidates to the membership for election to the Board of Directors  Work with Board of Directors to fill any vacancies that occur throughout the year due to resignations  Prepare and send a welcome letter to new members to the Board for the subsequent year  Participate in planning orientation for new Board members  Prepare Chapter Service award nomination timeline, collect nominations, review nominations, convene committee to make selection, order award, present award at December meeting.  Provide assistance to the President and President-elect, as needed, to ensure policy and historical continuity  Supports annual AFP Every Member Campaign through a personal contribution

End Results:  Continuity of able and committed Chapter leadership  Awareness throughout the Chapter of the benefits of assuming leadership positions  Awareness throughout the Chapter of the leadership opportunities available to members AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

Treasurer

Incumbent: Patricia Narciso, CFRE Average Time Commitment per Month: 10-15 hours

General Function of the Position: Responsible for the maintenance of all fiscal records for the Chapter, including financial reports, budgets, investments and monthly reports to the Board.

Job Know How and Principal Activities:  Chair the Finance Committee, consisting of treasurer, treasurer-elect, president, president- elect and other Chapter leadership as needed  Direct the maintenance of financial records (QuickBooks Online Edition) by the Chapter Administrator  Working knowledge of Excel  Review monthly bank statements  Work with Chapter Administrator on reconciliation of bank and investment accounts  Review invoices and sign checks prepared by the Chapter Administrator  Prepare budget worksheets for Board of Directors  Develop budget and subsequent drafts and present final budget to Board for approval,  Manage Chapter investments, as recommended by the Finance Committee  Approve pricing of all Chapter events and membership fees, as recommended by the Finance Committee  Advise and prepare reports to the Board on financial issues relating to the Chapter, as recommended by the Finance Committee  Preparation of annual tax forms using local CPA. Coordinate payment of any fees due the Franchise Tax Board and IRS  Supports annual AFP Every Member Campaign through a personal contribution

End Results:  Oversight provided for setting of membership fees and event prices  Sound management provided for Chapter investments  Careful monitoring provided of decisions affecting the financial well-being of the Chapter  Leadership provided for financial planning for immediate and long-term need of the Chapter AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

Treasurer-Elect

Date: January 1, 2009 Length of Term: 1/01/09 – 12/31/09 as Elect 1/01/10 – 12/31/10 as Treasurer

Incumbent: Chelsey Piasentin Souza,CFRE Average Time Commitment per Month: 8-10 hours

General Function of the Position: Responsible for assisting the treasurer with the maintenance of all financial records for the Chapter. Responsible for financial administration (distribution and tracking) of all scholarship monies granted by the Chapter.

Job Know How and Principal Activities:  Ability to analyze and monitor the financial records (QuickBooks Online Edition) maintained by the Chapter Administrator  Assists Treasurer with oversight of all financial records and Chapter investments  Working knowledge of Excel  Assists Treasurer with preparation of annual tax forms  Member of the Finance Committee  Member of the Scholarship Committee  Sets up system for distribution and tracking of all scholarship monies granted by the Chapter  Assists Treasurer with financial planning for immediate and long-term needs of the Chapter  Supports annual AFP Every Member Campaign through a personal contribution

End Results:  Accurate and well-maintained Chapter financial records,  Sound management of Chapter Scholarship monies,  Continuity of financial leadership for the Chapter,  Continuity in strategic planning for financial management and sound investment of Chapter resources AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

Secretary

Incumbent: Leslie Williams Hurt Average Time Commitment per Month: 10-12 hours

General Function Of The Position: The Secretary supports the administrative function of the Board. This includes, but is not limited to, the following: preparing meeting minutes, maintaining Chapter policies and procedures as well as “official” Chapter correspondence.

Job Know How And Principal Activities: The Secretary is a Chapter member in good standing with at least two years’ experience in the development field. The Secretary is expected to attend the majority (80 percent) of Board meetings, including retreats, and to secure back-up if s/he is unable to take minutes at any of these meetings. In addition, the Secretary is a member of the Executive Committee and is expected to attend the majority of these monthly meetings.

 Record and write up minutes of all Board meetings  Distribute meeting minutes to all Board members  Work with VPs and Committee Chairs to obtain monthly written reports, and provide copies of reports for the Board meetings  Maintain the book of minutes, Chapter policies, procedures and changes of bylaws  Assist President in preparing and mailing monthly meeting packets  Supports annual AFP Every Member Campaign through a personal contribution  Serve as liaison between executive committee and one other selected committee

End Results: As a direct result of the efforts of the Secretary, the following will occur:  Board members will be apprised of all major decisions and activities rendered at Board meetings  The Chapter will be current in maintaining policies and procedures  Official correspondence, including Board minutes, will be in one central place AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

VP of Diversity

Incumbent: Taryn Ishida Average Time Commitment per Month: 10-15 hours

General Function of the Position: The Vice President of Diversity oversees the diversity activities of the chapter with the goal of (1) creating a more diverse membership for the Chapter; (2) working across committees to create understanding of different cultural perspectives; and (3) facilitating the recruitment and retention members of color and/or organizations who address ethnic specific and/or special populations.

Job Know How and Principal Activities: This job requires two years experience in fundraising as well as excellent organization, communication and people skills. Principal activities are designed to:  Create an open forum for discussion, learning and understanding of target audiences.  Develop and implement appropriate outreach methods to be more inclusive of Development professionals of color and/or those who work for organizations who address ethnic specific and/or special populations.

Principal Diversity Activities include:  Monthly meetings  Conduct Focus Groups  Identify Development/Leadership of color in the community  Work closely with membership to leverage our efforts  Work in collaboration with other committees to ensure a culturally competent perspective

End Results of the Diversity Team:  Focus Group feedback and plan  Build a Diversity Committee to include more members of color (and may potentially include those who are not yet members). Diversity Committee to number 8 active members  Collaborate with marketing to create a brochure that is inclusive and sensitive to the groups that we are targeting  Identify one target group (i.e.- African Americans, Hispanics, People with Disabilities) and successful bring 10 potential members to meetings (average of 1 guest/meeting)  Look into helping to coordinate an off-site monthly luncheon at a diverse organization out in the community (i.e. ˆ India Community Center)  Gather diversity numbers of our current membership and look to see how reflective it is to the overall fundraising community  Find creative ways to educate Chapter membership through brief information segments at some monthly meetings AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

VP-Elect of Diversity

Date: January 1, 2009 Length of Term: 1/01/09 – 12/31/09 as VP-Elect 1/01/10 – 12/31/10 as VP

Incumbent: Karen Kwan Average Time Commitment per Month: 8 hours

General Function of the Position: Responsible for assisting the VP of Diversity oversee the diversity activities of the chapter with the goal of (1) creating a more diverse membership for the Chapter; (2) working across committees to create understanding of different cultural perspectives; and (3) facilitating the recruitment and retention members of color and/or organizations who address ethnic specific and/or special populations.

Job Know How and Principal Activities: This job requires two years experience in fundraising as well as excellent organization, communication and people skills. Principal activities are designed to:  Create an open forum for discussion, learning and understanding of target audiences.  Develop and implement appropriate outreach methods to be more inclusive of Development professionals of color and/or those who work for organizations who address ethnic specific and/or special populations.

Principal Diversity Activities include:  Monthly meetings  Conduct Focus Groups  Identify Development/Leadership of color in the community  Work closely with membership to leverage our efforts  Work in collaboration with other committees to ensure a culturally competent perspective

The VP-Elect Diversity will manage one or more of these activities or assist the VP Diversity as assigned.

End Results of the Diversity Team:  Focus Group feedback and plan  Build a Diversity Committee to include more members of color (and may potentially include those who are not yet members). Diversity Committee to number 8 active members  Collaborate with marketing to create a brochure that is inclusive and sensitive to the groups that we are targeting  Identify one target group (i.e.- African Americans, Hispanics, People with Disabilities) and successful bring 10 potential members to meetings (average of 1 guest/meeting)  Look into helping to coordinate an off-site monthly luncheon at a diverse organization out in the community (i.e. ˆ India Community Center)  Gather diversity numbers of our current membership and look to see how reflective it is to the overall fundraising community. AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

VP of Education

Date: January 1, 2009 Length of Term: 1/01/09 – 12/31/09 as VP

2008 VP: Jennifer Svihus, CFRE Average Time Commitment per Month: 15 - 20 hours

General Function Of The Position: The Vice President of Education supports professional development and advancement of Chapter membership. This includes, but is not limited to, the following: CFRE preparation, mentoring opportunities, Scholars program, periodic audio conferences, sessions for senior development professionals, the Consultant’s Directory, and Education e-news about additional professional development opportunities. It also includes promotion of special programs, such as bringing The Fundraising School to San Jose, and ‘Ask the Experts’ with CompassPoint.

Know How And Principal Activities: The Vice President of Education is a Chapter member in good standing with at least three years’ experience in the development field. Excellent organizational and people skills are a must.

The Vice President of Education will assist in the Chapter’s overall efforts to accomplish the following: 1) guide newer fundraising professionals in accessing information (and people) that will support career development and ultimately, development of the fundraising field, and 2) inspire “seasoned” professionals in their continued career growth.

For example, these goals may be achieved through the following activities: 1) promotion of CFRE certification, 2) mentoring opportunities, 3) senior development seminars, 4) presentation of The Fundraising School in San Jose, and others that are identified throughout the year.

Effect On End Results: As a direct result of the efforts of the Vice President of Education, the following will occur:  Three to five Chapter members will participate in the CFRE process during term  Two members and their organizations will benefit from the liberal Scholars program  Twenty members or more will benefit from the experiences and counsel provided by their mentors  10 - 15 “seasoned” professionals will be energized by their participation in at least four senior discussion groups held this year  At the suggestion and approval of the Education Committee, launch any new programs that are felt to benefit the education needs of the membership, i.e. Scholars Program, Interest Discussion groups, Education E-News, and audio conferences  Supports annual AFP Every Member Campaign through a personal contribution AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

VP-Elect of Education

Incumbent: Monika Churchill, CFRE Average Time Commitment per Month: 8 hours

General Function Of The Position: The Vice President-Elect-Education assists the Vice President-Education with the educational activities of the chapter with the goal of serving the membership and developing the fundraising field.

Know-How And Principal Activities: This job requires two years experience in fundraising, as well as excellent organization, communication, and people skills. Principal activities are designed to:

1) guide newer fundraising professionals in accessing information and networking to support career development; and 2) inspire “seasoned” professionals in their continued career growth.

Principal Education activities include: 1) promotion of CFRE certification, 2) mentoring opportunities, 3) senior development seminars, 4) presentation of The Fundraising School or equivalent locally, 5) promotion of other Bay Area educational opportunities through the monthly Education E-News; and 6) other educational programs and activities that support the goals.

The Vice President-Elect-Education will serve on the Education Committee and manage one or more of the following activities or assist the Vice President–Education as assigned.

End Results Of Work By The Education Team:  A minimum of three chapter members will participate in the CFRE process  At least three professional development workshops will be presented to chapter members during the year (co-responsibility with chapter program officers)  20 members or more will benefit from working with a mentor  10 - 15 members will participate in senior discussion seminars  Members responding to the chapter survey will report that they are “satisfied” or “extremely satisfied” with chapter educational opportunities  If the Scholars program is evaluated as successful in it’s first year, 2005, the program will continue in following years  When appropriate, audio conferences will be offered to the membership  Discussion groups after the monthly lunches will take place several times in 2005 and then evaluated for continuation AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

VP of Marketing

Incumbent: Erin O’Toole Average Time Commitment per Month: 20 hrs

General Function Of The Position: The Vice President of Marketing directs the Chapter’s efforts in promoting the Chapter, AFP, philanthropy, and the fundraising profession. Starting with a comprehensive Marketing Plan, the VP of Marketing works in a number of ways to effectively market Chapter events to members, nonmembers, the media, and the general public.

Job Know-How and Principal Activities: This job requires strong experience in marketing and media relations, as well as excellent writing and editing skills. It also requires familiarity with word processing software and website structure.

The VP of Marketing, with support from the VP-Elect of Marketing, develops and implements a one- year marketing plan for the Chapter. Activities included are member communications, media coverage, event publicity, membership promotion, and other activities designed to raise the Chapter’s visibility and its stature in the community. The Marketing VP prepares the annual schedule of content assignments for the Chapter’s twice-monthly e-newsletter.This position oversees the updating and maintenance of the Chapter website, in coordination with the VP Marketing Elect. The VP of Marketing provides leadership for the Chapter Marketing Committee, and recruits active volunteers for the committee.

All tasks and projects must be completed within the accounting budget established by the AFP Board of Directors each year. The Vice President Marketing also prepares and submits budget estimates for the following year.

In addition, the Vice President of Marketing serves as a resource for the Philanthropy Day Committee’s marketing team in the review and distribution of press releases and PSAs, and oversees production of a Chapter Report to the Community.

The VP of Marketing supports annual AFP Every Member Campaign through a personal contribution.

End Results:  Increased attendance at events  Increased membership and outreach to nonmembers  Increased awareness of membership benefits  Increased awareness of CFRE and ACFRE standards  Increased visibility in the community for Chapter events  Increased media coverage about the Chapter, AFP, and philanthropy  Increased awareness of high ethical standards and professionalism  Increased awareness of the role of nonprofits in our community AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

VP-Elect of Marketing

Incumbent: Karyn Cilker Average Time Commitment per Month: 10 hours

Overview of the Position: The VP-Elect of Marketing assists the VP of Marketing in promoting the Chapter, AFP, philanthropy, and the fundraising profession. The VP-Elect assists in a number of ways to effectively market Chapter programs and events to members, nonmembers, the media, and the general public.

Job Know-How and Principal Activities: This job requires strong experience in marketing and media relations, as well as excellent writing skills. It also requires familiarity with word processing software and website structure.

The VP-Elect of Marketing assists the VP of Marketing in developing and implementing a one-year marketing plan for the Chapter. Activities included are member communications, media coverage, event publicity, membership promotion, and other activities designed to raise the Chapter’s visibility and its stature in the community.

With the guidance of the VP of Marketing, the VP-Elect of Marketing assumes primary responsibility for promoting specific Chapter programs and events, i.e., the Mentor Program, Fundraising School in San Jose, the Scholarship Program, the CFRE program, special workshops, etc.

In addition, the VP-Elect of Marketing assists the VP of Marketing with production and editing of several publications for Philanthropy Day, including the newspaper insert, press releases, and public service announcements. The VP-Elect of Marketing is responsible for production and editing of the bi- weekly AFP e-Newsletter.

The VP-Elect of Marketing supports annual AFP Every Member Campaign through a personal contribution.

End Results:  Increased attendance at events  Increased membership and outreach to nonmembers  Increased awareness of membership benefits  Increased awareness of CFRE and ACFRE standards  Increased visibility in the community for Chapter events  Increased media coverage about the Chapter, AFP, and philanthropy  Increased awareness of high ethical standards and professionalism  Increased awareness of the role of nonprofits in our community AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

VP of Membership

Incumbent: Jen Javernick Average Time Commitment per Month: 10 hours

General Function of the Position:  Maintains membership statistics and reports to the Board on a monthly basis; reports membership statistics for the National annual report  Welcomes new members to the chapter with a personal email  Encourages Board members to personally greet new members at monthly meetings and other AFP SVC chapter events  Manages records on lapsed memberships and encourages membership committee members to make calls to past members identified as potential prospects for renewing  Makes contact with prospective new members and follows up with membership information  Develops and submits a budget for membership to the treasurer as requested   Works collaboratively with the Diversity and Marketing Committees to increase chapter membership  Organizes and chairs monthly Membership Committee meetings  Maintains a supervisory and working relationship with the Chapter’s administrator along with other VP positions  Attends Board meetings, retreats and monthly functions  Assists president of the chapter with requests for membership related activities  Supports annual AFP Every Member Campaign through a personal contribution

End Results:  Increase membership  Make contact with all new members via phone, e-mail or letter AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

VP-Elect of Membership

Incumbent: Anita Grossman, CFRE Average Time Commitment per Month: 10 hours

General Function Of The Position: The VP-Elect for Membership assists the Membership Vice President by following up on guests who have attended the monthly luncheons, planning and organizing membership mixers, planning and organizing new member orientations, attending monthly membership committee meetings and providing other support as warranted. VP-Elect also recruits and oversees volunteers who work the registration desk at monthly AFP luncheon and workshop meetings.

Know How And Principal Activities:  Chapter member in good standing with at least 2 years of membership renewal and acquisition experience  Performs general functions of the position  Performs additional duties as delegated by the Membership Vice President. Duties could include, but are not limited to: membership surveys, welcome letters, name tags, and donor acquisition strategies  Supports annual AFP Every Member Campaign through a personal contribution

End Results: As a direct result of the efforts of the VP-Elect Membership, in cooperation with the Membership Vice President, the number of members for the Chapter will increase. AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

VP of Programs

Incumbent: Cynthia Novack Average Time Commitment per Month: 10 hours

General Function of the Position: The Vice President Program coordinates the selection and recruitment of speakers, and oversees all aspects of the Chapter’s monthly membership meetings in order to further education, participation, and activity in AFP, philanthropy and the fundraising profession.

Job Know How and Principal Activities: This job requires three years experience in the fundraising field, as well as excellent organization, communication, and people skills. The primary roles and responsibilities include the following principal activities:  Identify speakers who meet the needs of new and seasoned fundraising professionals, working with board members and other interested AFP members to recruit and promote speakers  Train VP Elect of Programs  Recruit and train volunteer members of the Program Committee  Establish, delegate and oversee tasks required to put on monthly program with members of the Program committee  Formally thank the speaker(s) and sponsor by sending a written thank you letter after they have presented  Responsible for proposing and overseeing the annual budget  Responsible for delegating the following tasks  Prepare, handout, collect and summarize, and report to the Board on the evaluation form responses  Arrange for meeting location, room set-up, special audio-visual needs, and sign invoice  Arrive early to greet speaker, introduce speaker, and arrange for acknowledgment gift  Oversee meeting reservations, coordinate caterer and menu for each program  Collect speakers bio and picture in the format specified and prepare a paragraph for the invitation, article for the newsletter and email flyer to publicize event  Determine if other publicity tasks could be undertaken and coordinate their implementation  Seek sponsorship for each of the programs and coordinate all aspects of the sponsorship such as payment, thank you letter, obtaining logo, set up table, introduce sponsor at luncheon  Assist with any special training seminars or programs as needed and directed by the Board  supports annual AFP Every Member Campaign through a personal contribution

End Results:  Average attendance at monthly Chapter meetings will be 75 members and/or guests  A minimum of two national-level speakers will be secured each year  Programs will provide stimulation and insight into career development AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

VP-Elect of Programs

Incumbent: Janikke Klem Average Time Commitment per Month: 6 hours

General Function Of The Position: The VP-Elect Program assists the VP Program in coordinating the selection and recruitment of speakers, and helps to oversee all aspects of the Chapter’s monthly membership meetings in order to further education, participation, and activity in AFP, philanthropy and the fundraising profession.

The VP-Elect in consultation with the VP will delegate specific tasks for each program.

Job Know-How And Principal Activities: This job requires two years experience in fundraising, as well as excellent organization, communication, and people skills. The primary roles and responsibilities include the following principal activities:  Assist the VP – Program in identifying speakers who meet the needs of new and seasoned fundraising professionals, working with Board members and other interested AFP members to recruit and promote speakers.  In consultation with the VP Programs, implement the agreed upon specific tasks for each of the monthly meetings.  Work with the VP Marketing to gain significant visibility of and attendance at monthly programs, including obtaining speaker’s bios and presentation outline.  Assist the VP – Program in maintaining the budget.  Prepare evaluation form for each meeting.  Arrange for meeting location and room set-up, including any special audio-visual needs the speaker may require,  Arrive early to greet speaker and assist with program set up.  Assist with any special training seminars or programs as needed and directed by the Board,  Supports annual AFP Every Member Campaign through a personal contribution.

The VP-Elect Program will assume responsibility for coordination of catering for Chapter meetings and workshops and will assume responsibility for room set-up and accommodating speaker needs. The VP-Elect will provide assistance, as needed by the VP Program, for other principal activities listed above.

End Results:  Average attendance at monthly Chapter meetings will be 75 members and/or guests  A minimum of two national-level speakers will be secured each year  Programs will provide stimulation and insight into career development for AFP membership AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

Philanthropy Day Chair

Incumbent: TBD Average Time Commitment per Month: 20 hours

General Function of the Position:  Works with AFP Board to set strategic goals and objectives for the Philanthropy Day Awards Celebration,  Recruits and coordinates the Philanthropy Day Committee, which is responsible for: . Securing nominations in all award categories, recruiting evaluation panels to select the award winners, and facilitating on-going communication with the honorees . Coordinating photo shoots/securing photos of all honorees; writing all press releases and e-news articles related to Philanthropy Day . Coordinating logistical aspects of event including Honoree Reception and managing day-of volunteers . Acting as consistent point of contact for all honorees and nominating organizations . Securing appropriate awards and commendations to be presented to the honorees at the event . Selling ads, securing profiles of award winners, and producing non-ad copy for the 12 to 16 page Philanthropy Day insert in San Jose Magazine (or other chosen media sponsor) . Securing sufficient sponsorship to cover the costs of Philanthropy Day and to support core programs of AFP, Silicon Valley Chapter . Structuring and coordinating the Philanthropy Day Awards Celebration Luncheon (including table/ticket sales to the event and monitoring of expenses) . Collecting outstanding revenue and supervising payment to vendors . Compiling information and documentation to be passed on to the next year’s Chair and committee . Supervising Philanthropy Day Committee and assisting Committee in accomplishing required tasks. Assumes responsibility for any areas that are performing under preset standards . Supports annual AFP Every Member Campaign through a personal contribution

Job Know How and Principal Activities:  Essential to have experience in coordinating large special events  Needs to have budgeting and financial projection/analysis skills and experience  Beneficial to have experience in soliciting corporate sponsorships  Beneficial to have marketing skills and experience  Beneficial to have editing and proof-reading skills AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

Philanthropy Day Chair (cont)

End Results:  Secure sufficient quantity/quality nominations to ensure that awards will go to truly outstanding recipients  Reach a minimum luncheon attendance goal of 650  Secure sufficient advertising dollars to do a 12 - 20 page Philanthropy Day insert in San Jose Magazine (or other chosen media sponsor)Secure sufficient sponsorship dollars to cover the costs of the event and to provide an additional $5,000 to $10,000 in revenue to support the core programs of AFP Silicon Valley Chapter  Produce a smooth-running, inspiring event that will honor the award recipients, raise the visibility of philanthropy in the community, and showcase the professionalism of the Silicon Valley Chapter of the Association of Fundraising Professionals AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

Philanthropy Day Chair-Elect

Date: January 1, 2009 Length of Term: 1/01/09 – 12/31/09 as Chair-Elect 1/01/10 – 12/31/10 as Chair

Incumbent: TBD Average Time Commitment per Month: 20 hours

General Function of the Position: . Supports Philanthropy Day Chair through out the year of service . Serves as Chair or Co-chair of one Philanthropy Day sub committee . Attends monthly Philanthropy Day Lead Committee Meetings, Board meetings and other Philanthropy Day meetings as needed . Supports annual AFP Every Member Campaign through a personal contribution

Job Know How and Principal Activities:  Essential to have experience in coordinating large special events  Needs to have budgeting and financial projection/analysis skills and experience  Beneficial to have experience in soliciting corporate sponsorships  Beneficial to have marketing skills and experience  Beneficial to have editing and proof reading skills AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

Professional Development Funds Chair

Incumbent: Victoria Emmons, CFRE Average Time Commitment per Month: 10 hours

General Function of the Position:

Job Know How and Principal Activities:  Supports annual AFP Every Member Campaign through a personal contribution AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

Foundation Coordinator

Incumbent: Bev Lenihan, CFRE Average Time Commitment per Month: 8-10 hours

General Function of the Position: Responsible for running the Every Member Campaign for the Chapter (which supports the AFP Foundation).

Job Know How and Principal Activities:  Ability to track and monitor the financial records for the campaign  Work with Board for 100% campaign giving  Motivate members to maintain or increase campaign giving  Coordinate the campaign – approach to members, follow-up, thank you and recognition  Prepare reports for and work with National AFP Foundation staff on campaign  Supports annual AFP Every Member Campaign through a personal contribution

End Results:  Accurate and well-maintained Every Member Campaign financial records  Maintain or increased giving to the Every Member Campaign AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

Government Relations Chair

Incumbent: Kathleen Cordova Average Time Commitment per Month: 5 hrs

General Function of the Position: The role of the Government Relations Chair is to keep the Chapter informed of government activities and regulations that affect our membership, and their organizations. When opportunities arise, the Government Relations Chair brings to the Board suggestions for advocacy activities appropriate for members, such as writing letters to public officials.

Job Know How and Principal Activities:  This position doesn’t require any previous experience and takes only as much time as one is willing to put into it. AFP’s headquarters sends out monthly updates with much of the information.  The Government Relations Chair serves as AFP, Silicon Valley’s representative to the California Coalition. The California Coalition was recently formed to help AFP Chapters in California become more pro-active with regard to state legislation and regulation.  The Government Relations Chair may also want to do additional research using resources such as California Assn of Nonprofits, Independent Sector, and other advocacy groups via their websites.  Specific activities include preparing: handouts for meetings, newsletter articles and email alerts. If advocacy opportunities arise, a case should be presented at a Board meeting.  Supports annual AFP Every Member Campaign through a personal contribution.

End Results:  The primary result of the work of the Government Relations Chair is an informed Chapter.  A possible secondary result is an expanded knowledge and awareness of AFP Silicon Valley with government officials. AFP Silicon Valley Chapter Board Member Job Descriptions - 2009

Volunteer Coordinator

Incumbent: Jennifer Wood Average Time Commitment per Month: 8 hours

General Function of the Position: Works with the AFP Board, Committee Chairs and AFP Staff in connecting chapter members with key volunteer positions needed. Also works with chapter leadership to identify and effectively market volunteer opportunities.

Job Know How and Principal Activities:  Strong experience in membership and people relations  Create and update a list of open volunteer opportunities for the membership  Market volunteer opportunities to the membership via the newsletter, at monthly luncheons, and emails to new members.  Report to the AFP SVC Board at least two times a year on how volunteer activities are going

End Results:  Increased engagement of members  Increased awareness of membership volunteer opportunities  The AFP SVC Board and Committees are able to more efficiently function with the human resources that they need