Bot orientation 2010


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  • Sigma Kappa Sorority and Sigma Kappa National Housing Corporation are both 501(c)(7) organizations and CANNOT offer a tax deduction for gifts received.
  • Redesigned. Giving site is focused on impact of gift first, then technical information for processing gift. Can honor someone. Secure credit card processing iMIS Updates
  • Donor Centered fundraising places emphasis on the relationship the donor has with the mission. The gift becomes the beginning, not the climax of the relationship. Refocusing chapters to support Sigma Kappa Foundation first. Developing a culture of philanthropy so our members become philanthropic citizens and good stewards of their communities, not just Sigma Kappa Foundation donors.
  • Annual Giving is the same as the Annual Fund and Unrestricted Giving.
  • Board consists of 12 members. Desire to adopt a governance model that promotes efficiency to allow the board able to focus on fundraising and staff on operations.
  • Lean staff – trying to balance costs with efficiency. One of the most technologically advanced organizations in the Greek world by using check-scanning technologies, recurring credit card billing, automated encryption and credit card processing, website and e-solicitation integration. iMIS Database
  • Differentiating support for Alzheimer’s from general support of the Sigma Kappa Foundation.
  • Differentiating support for Alzheimer’s from general support of the Sigma Kappa Foundation.
  • Reflects calendar year 2009 giving.
  • Reflects calendar year 2009 giving.
  • Bot orientation 2010

    1. 1. It Started as a Promise. Sigma Kappa Foundation Trustee Orientation Lisa Fedler Swiontek Executive Director (317) 381-5530 direct [email_address]
    2. 2. A Promise Sigma Kappa is making to… <ul><li>136 years of sisterhood </li></ul><ul><li>155,000+ members worldwide </li></ul><ul><li>230 collegiate & alumnae chapters </li></ul><ul><li>Uphold the values of friendship, loyalty, personal growth and service </li></ul>
    3. 3. Orientation Overview <ul><li>Nonprofit Environment </li></ul><ul><ul><li>Organizational Structure </li></ul></ul><ul><li>Board Expectations </li></ul><ul><li>Strategic Plan & Goals </li></ul><ul><ul><li>Communications </li></ul></ul><ul><ul><li>Entity Relationships </li></ul></ul><ul><ul><li>Governance </li></ul></ul><ul><ul><li>Fundraising </li></ul></ul><ul><ul><li>Leadership Operations </li></ul></ul><ul><li>Questions </li></ul>
    4. 4. The Non-Profit Environment <ul><li>Greek Alphabet Soup </li></ul><ul><li>North-American Interfraternity Conference Foundation (NICF) </li></ul><ul><ul><li>THE Foundations Seminar </li></ul></ul><ul><ul><li>Institute for Greek Advancement </li></ul></ul><ul><li>NIF </li></ul><ul><li>AFP </li></ul><ul><li>CFRE </li></ul><ul><li>NCPG </li></ul><ul><li>TFRS </li></ul><ul><li>Greek Retreat </li></ul><ul><li>More than One Million Nonprofits </li></ul><ul><li>Sources of Income </li></ul><ul><ul><li>84% Individuals </li></ul></ul><ul><ul><li>10% Foundations </li></ul></ul><ul><ul><li>6% Corporations </li></ul></ul><ul><li>Uses of Income </li></ul><ul><ul><li>75% Religion </li></ul></ul><ul><ul><li>27% Education </li></ul></ul><ul><ul><li>18% Health </li></ul></ul><ul><ul><li>17% Human Services </li></ul></ul><ul><ul><li>11% Arts & Culture </li></ul></ul><ul><ul><li>10% Social Benefit </li></ul></ul><ul><ul><li>3% International </li></ul></ul><ul><ul><li>17% Gifts to Foundations* </li></ul></ul><ul><ul><li>*based on allocations, more than 100% </li></ul></ul>
    5. 5. Sigma Kappa Foundation 501(c)(3) Tax Status <ul><li>Not-for-Profit Organization </li></ul><ul><li>Tax-Exempt </li></ul><ul><li>Charitable Foundation </li></ul><ul><li>Public / Societal Benefit </li></ul><ul><li>Accepts Funds from Anyone </li></ul><ul><li>Can Offer Tax Deduction </li></ul>Sorority Foundation Housing Corporation
    6. 6. Organizational Structure Board of Trustees Executive Committee Executive Director Committees Staff Beneficiaries Donors
    7. 7. Board of Trustees & Staff Executive Director Lisa Fedler Swiontek, Theta Omicron Regional Director of Development Donna Reed, Epsilon Zeta Donor Services Coordinator Marlene Harbin Foundation Coordinator Katie Kowalski Contract Bookkeeper Ann Willis Contract CPA Donna Lehman President Kelly Kirby Shrock, Gamma Eta Secretary Susan Fong Polizzotto, Theta Kappa Treasurer Nancy Nelson, Tau Trustees Mary Belding, Tau Cheri Morrell DeJong, Epsilon Omega Amy Denson, Theta Chi Susan Harrington, Gamma Phi Ann O’Connell , Theta Laura Owsley, Alpha Chi Judy Jay Rostad, Gamma Iota Marylou Sayler Turner, Xi Becky Vinzant, Gamma Eta
    8. 8. Committees <ul><li>Audit </li></ul><ul><li>Building </li></ul><ul><li>Executive </li></ul><ul><li>Finance </li></ul><ul><li>Governance </li></ul><ul><li>Grants </li></ul><ul><ul><li>Alumnae Heart Fund </li></ul></ul><ul><ul><li>Grants </li></ul></ul><ul><ul><li>Scholarship </li></ul></ul><ul><li>Prospect Management </li></ul>
    9. 9. Our Mission <ul><li>The mission of the Sigma Kappa Foundation is to lead, educate and inspire Sigma Kappa members </li></ul><ul><li>and society through </li></ul><ul><li>educational programming and philanthropic endeavors. </li></ul>
    10. 10. Our Promise, Our Vision: Strategic Plan <ul><li>Communication </li></ul><ul><li>Fundraising </li></ul><ul><li>Leadership/Governance </li></ul><ul><li>Operations </li></ul><ul><li>Sorority/Foundation/NHC Relationship </li></ul>Development Audit: Key Areas of Focus
    11. 11. Website <ul><li>Enhanced Features </li></ul><ul><li>Donor-Friendly Giving Site </li></ul><ul><li>Secure Credit Card Processing </li></ul><ul><li>Database Integration </li></ul><ul><li>Trustee Portal - Resources </li></ul>
    12. 12. Communication
    13. 13. Entity Relationships <ul><li>Synergy </li></ul><ul><li>Strategic Plan Alignment </li></ul><ul><li>Enterprise Thinking </li></ul><ul><li>Enhanced Communication </li></ul><ul><li>Teambuilding & Collaboration </li></ul><ul><li>Grant Making </li></ul>Sorority Foundation Housing Corporation
    14. 14. Fundraising <ul><li>Donor Centered </li></ul><ul><li>Build Relationships </li></ul><ul><li>Expand the Impact </li></ul><ul><li>Culture of Philanthropy </li></ul><ul><li>Major Gifts </li></ul><ul><li>Planned Giving </li></ul><ul><li>Annual Fund </li></ul>
    15. 15. Annual Reporting
    16. 16. Annual Giving <ul><li>Unrestricted $ </li></ul><ul><li>Funds programs, projects and functions determined annually to have the greatest need by the Board of Trustees </li></ul><ul><li>Goals </li></ul><ul><li>Campaigns </li></ul><ul><ul><li>Direct Mail </li></ul></ul><ul><ul><li>E-Solicitations </li></ul></ul><ul><ul><li>Telemarketing </li></ul></ul>
    17. 17. Gift Clubs & Societies <ul><li>Joan Reagin McNeill Society: $25,000 over 25 years </li></ul><ul><li>Mary Low Carver Society: $10,000 over 10 years </li></ul><ul><li>Three Pearl Club: $84+/month ($1,000 annually) </li></ul><ul><li>Two Pearl Club: $63-$83/month ($750+ annually) </li></ul><ul><li>One Pearl Club: $42-62/month ($500 + annually) </li></ul><ul><li>Violet Club: $21-$41/month ($250 + annually) </li></ul><ul><li>Circle of Friends: $9-20/month ($100 + annually) </li></ul><ul><li>1874 Society: collegians only ($18.74 annually) </li></ul><ul><li>Horizon Society: Planned Giving </li></ul>
    18. 18. GOLD Program: Loyalty Matters <ul><li>Graduates of the Last Decade (GOLD) is designed to: </li></ul><ul><li>Inspire young, successful alumnae </li></ul><ul><li>Connect sisters after college </li></ul><ul><li>Empower young alumnae to change lives </li></ul><ul><li>Provide a simple five-year gift program </li></ul><ul><li>Simple five-year promise </li></ul><ul><ul><li>Builds a base for the future </li></ul></ul><ul><ul><li>Allows for strategic planning </li></ul></ul><ul><ul><li>Monthly, quarterly or annual giving </li></ul></ul><ul><ul><li>Donate via credit card, ACH, or check </li></ul></ul>
    19. 19. GOLD Program Goals <ul><li>Meeting with 200 alumnae across the country annually </li></ul><ul><li>Building base of future donors </li></ul><ul><li>$250,000 of our overall support coming from young alumnae </li></ul><ul><li>Sisters who contribute will advance our effort: </li></ul><ul><ul><li>to provide leadership training </li></ul></ul><ul><ul><li>support educational programs </li></ul></ul><ul><ul><li>award members with scholarships </li></ul></ul><ul><ul><li>promote lifelong membership in Sigma Kappa! </li></ul></ul>
    20. 20. Chapters: The 35% Rule for Non-Member Income <ul><li>Sigma Kappa Chapters </li></ul><ul><li>501(c)(7) Non-Profit Organizations </li></ul><ul><li>Separate Tax ID Number </li></ul><ul><li>Can Affect National Organization </li></ul><ul><li>No More Than 35% of Gross Receipts Can be from Non-Members </li></ul><ul><li>Each Chapter’s Limit </li></ul><ul><ul><li>Sigma Kappa Sorority Calculates Percentage Each Year </li></ul></ul><ul><ul><li>Notifies Chapters of their Respective Thresholds </li></ul></ul><ul><ul><li>Gross Receipts x 35% = Threshold </li></ul></ul><ul><ul><li>Consult CPO or NVPF with Questions </li></ul></ul>
    21. 21. Restricted Giving <ul><li>Alumnae Heart Fund </li></ul><ul><ul><li>Sister to Sister Disaster Recovery Fund </li></ul></ul><ul><li>COTS/Convention Speakers </li></ul><ul><li>Educational Chapter Programming </li></ul><ul><li>Educational Area Review </li></ul><ul><li>Endowments </li></ul><ul><li>House Directors’ School </li></ul><ul><li>Scholarships </li></ul><ul><li>Special Programs </li></ul>
    22. 22. Leadership & Governance <ul><li>Board Expansion </li></ul><ul><li>High Level Decision Making </li></ul><ul><li>Active Fundraising </li></ul><ul><li>Strategic Recruitment of Trustees </li></ul><ul><li>Visioning for Future </li></ul><ul><li>Moving to a Type II Board </li></ul>
    23. 23. Board Expectations <ul><li>Statement of Expectations </li></ul><ul><li>Conflict of Interest </li></ul><ul><li>Insurance Coverage </li></ul><ul><li>Legal Ramifications </li></ul><ul><li>Arm’s Length </li></ul><ul><li>Check E-Mail Daily </li></ul><ul><li>Motions Format </li></ul><ul><li>Voting Format </li></ul><ul><li>Agenda Format </li></ul><ul><li>Quarterly Reports – Committees </li></ul><ul><li>Review Financial Reports </li></ul><ul><li>Policy Documents </li></ul>
    24. 24. Operations <ul><li>Best Practices </li></ul><ul><li>Increased Efficiency </li></ul><ul><li>Transparency in Reporting </li></ul><ul><li>Technology Enhancements </li></ul><ul><li>Effective Use of Resources </li></ul>
    25. 25. How Donor Gifts Lead , Educate and Inspire <ul><li>Scholarships </li></ul><ul><li>Leadership Consultant Program </li></ul><ul><li>Alzheimer’s research grants </li></ul><ul><li>Leadership & Educational Programs </li></ul><ul><li>COTS and convention speakers/programs </li></ul><ul><li>Upkeep and maintenance of NHQ building </li></ul>
    26. 26. Grant Making Process <ul><li>Program Needs & Wish List </li></ul><ul><li>Fundraising Priorities </li></ul><ul><li>Public Charity – Open </li></ul><ul><li>Proposal Process </li></ul><ul><li>Budget Process </li></ul><ul><li>Approval Process </li></ul>
    27. 27. Leadership Consultant Program <ul><li>Training & Workshops </li></ul><ul><li>Leading with Integrity </li></ul><ul><li>Scholastic Achievement </li></ul><ul><li>Values </li></ul><ul><li>Promise </li></ul><ul><li>Alcohol and Drug Abuse Prevention </li></ul><ul><li>Assertiveness Training </li></ul><ul><li>Citizenship and Career Development </li></ul><ul><li>RESPE Σ KT Anti-Hazing Program </li></ul>
    28. 28. National Relationships
    29. 29. Chapter Giving <ul><ul><li>Giving Recognition Circles </li></ul></ul><ul><ul><li>Platinum Circle $5,000+ </li></ul></ul><ul><ul><li>Gold Circle $2,500-4,999 </li></ul></ul><ul><ul><li>Silver Circle $1,000-2,499 </li></ul></ul><ul><ul><li>Bronze Circle $500-999 </li></ul></ul><ul><li>Unrestricted Gifts Only </li></ul><ul><li>Unrestricted Gift SOE Requirement </li></ul><ul><li>Calendar Year Jan. 1 - Dec. 15 </li></ul><ul><li>Contribution Form for Each Gift </li></ul><ul><li>Contribution Form Available Online </li></ul>
    30. 30. Chapter Giving: Ultra Violet Campaign <ul><li>New fundraising & awareness event concept </li></ul><ul><li>Designed to replace the Lollipop Campaign </li></ul><ul><li>Campaign brand creates immediate recognition for Sigma Kappa events </li></ul><ul><li>Raise unrestricted dollars to support any of the Foundation’s causes </li></ul>
    31. 31. Collegiate Chapter Giving <ul><li>Alzheimer’s/Gerontology Fund: $125, 018.81 </li></ul><ul><li>General Scholarship Fund: $724.81 </li></ul><ul><li>Maine Sea Coast Mission Fund: $22,321.48 </li></ul><ul><li>Unrestricted Annual Fund: $220,493.62 </li></ul>
    32. 32. Alumnae Chapter Giving <ul><li>Alzheimer’s/Gerontology Fund: $4, 393.18 </li></ul><ul><li>General Scholarship Fund: $1,937.42 </li></ul><ul><li>Maine Sea Coast Mission Fund: $1,928.00 </li></ul><ul><li>Unrestricted Annual Fund: $6,227.88 </li></ul>