National
Philanthropy Day
On Tuesday, November 13, the Mahoning-Shenango
Chapter of AFP welcomed 225 guests to celebrate the 17th Annual
National Philanthropy Day Awards at a luncheon ceremony held at Mr.
Anthony’s in Boardman.
National Philanthropy Day, established by the U. S.
Congress in 1986, is a yearly opportunity to recognize the great
impact of philanthropy in our local community and our country.
Whether it’s volunteering to help feed the hungry or leaving a
bequest to one’s favorite charities, helping others is truly an
American tradition and an essential part of our culture.
In the Mahoning and Shenango Valleys, the spirit of
giving is alive and well as evidenced through the good works of this
year’s honorees. As Jim Winner noted in his remarks, “A meeting
years ago with Sister Benita at Prince of Peace Charity ‘awakened
me’ to philanthropy. I remembered my poor childhood, I thought about
all the blessings I had, and I knew I had to help others.” And the
words of Connie Knecht, which she used to describe her husband and
the way he lived his life, should serve as an inspiration for
everyone, “Reach out. Get involved. Be a difference maker.”
Save the Date for Next Years National
Philanthropy Day: Tuesday, November 11, 2008.
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China will soon become the No. 1
English-speaking country in the world.
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The top 10 jobs that will be in demand in
2010 didn’t exist in 2004.
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One of every eight couples married in the
U.S. last year met online.
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If MySpace were a country, it would be
the 11th largest in the world…106 million registered
users.
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Forty seven million laptops were shipped
last year.
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The amount of technical information is
doubling every 2 years. Therefore, what a college
freshman learns today will be outdated by his junior
year.
What does all this mean? Shift happens!
(Karl Fisch)
Don’t back into the future. Walk into it with
confidence. Be an active member of AFP!
Pat Palombo, CFRE
President
IRS Makes
Changes to Proposed Form 990
(Oct. 8) The Internal Revenue Service (IRS)
has made several significant changes to its new proposed
Form 990, including several requested specifically by AFP.
The new form consists of a 10-page core form, which all
organizations that currently file a Form 990 must complete,
and 15 separate schedules, which some nonprofits must
complete depending upon circumstances, revenue, etc. For
example, organizations must complete Schedule G about
fundraising if they receive more than $10,000 in annual
revenue from special events or third-party fundraisers.
Most importantly to fundraisers, the IRS
eliminated a question on the core form that required
organizations to calculate fundraising expenses as a
percentage of their total contributions. Other questions
requiring percentages related to compensation and net assets
have been removed as well.
“One of the key concerns we voiced was that
relying on percentages was simplistic and misleading,” said
Paulette V. Maehara, CFRE, CAE, president of AFP. “The
Supreme Court has said fund-raising costs and percentages
are not worthwhile indicators of effectiveness, yet the IRS
was essentially approving the use of percentages by
including them on the first page [summary page] of the new
form. Fortunately, I think the IRS heard us and has removed
those questions.”
“In addition, other lines requiring
information related to fundraising revenue (Schedule G) and
gaming revenue were removed from the core form. While AFP
supports this change, it is still concerned about the way
the IRS treats gaming. There should be a distinction made so
nonprofits involved only incidentally with gaming (such as a
raffle) would not have to fill out the schedule.”
Some of the other changes the IRS is making
to the new form include:
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Replace a column that asked for
categories of expenses & revenues as a percentage of
overall expenses & revenues with a new column listing
the nonprofit’s previous year expense & revenue numbers.
The change provides viewers with a two-year financial
history of a nonprofit.
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Add new questions about board governance
and benefits provided to charity leaders, such as
deferred compensation and retirement plans.
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Move program accomplishments by the
organization to page one of the core form.
“It’s good to see the IRS listening to the
comments of nonprofits and making appropriate changes,”
Maehara added. “The agency has taken some good first steps,
but it’s critical that it take its time and get the new form
right. AFP believes there are still a number of concerns
with the document, and we want to see the agency address
those.
Five AFP Area
Chapters Represented Fundraising Day
Over 80 professional fundraisers from
throughout eastern Ohio and western Pennsylvania attended
the Framework for Success: Finding the Art in Fundraising
conference presented on September 14 at the Holiday Inn in
Boardman, OH, by the Mahoning-Shenango Chapter of the
Association of Fundraising Professionals and the Mahoning-Shenango
Planned Giving Council.
The conference was sponsored by the Community
Foundation of the Mahoning Valley and the Community
Foundation of Western Pennsylvania and Eastern Ohio.
Underwriters of the program were the Catholic Diocese of
Youngstown, Westminster College, and the Y.S.U. Foundation.
The program included sessions on such topics
as major and planned gift fundraising, strategic planning,
research, fundraising ethics, and professional development
for fundraisers. The presenters were regional and national
experts in their fields, and included Ms. Paulette V.
Maehara, CFRE, CAE, president and chief executive officer of
the Association for Fundraising Professionals, Ms. Catherine
Smythe Zajc, MLS, a nationally recognized expert on prospect
research and the founder of KnowPro Consulting in Cleveland;
Mr. John Campbell Harmon JD, a partner with Lovett Bookman
Harmon Marks LLP of Pittsburgh specializing in estate
planning and charitable gift tax law; Mr. William L.
Carlton, ACFRE, chairman of Carlton & Company, a national
fundraising consulting firm in Boston, MA, chairman of the
ACFRE Certification Board; Mr. Nathan Stelter, the East
Coast marking consultant for the Stelter Company of Des
Moines, IA, a leading source of planned giving marketing and
Ms. Karen L. Jackson, Esq., an attorney and founder of
Results in Giving Ltd. of Beachwood, OH.
“We were very pleased,” said Ms. Gloria C.
Cagigas CFRE, chair of the Fundraising Day planning
committee. “There were representatives from Cleveland,
Akron-Canton, Mahoning-Shenango, Pittsburgh and Erie (PA)
chapters of AFP. We think that speaks very well of the
program’s content and the presenters’ credibility as well as
the vitality of the nonprofit sector within our region.”
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“Meet the
Funders” … Friday, December 7
Join us for this annual event! An AFP holiday
tradition! Meet representatives from local and regional
community and corporate foundations, government agencies
and financial institutions. Learn about current funding
priorities and trends.
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Youngstown Country Club - 1402
Country Club Drive (off Logan Way), Youngstown, OH
44505
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11 a.m. – Registration and networking
11:30 a.m. – luncheon
12 noon – program
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AFP Members - $15 per person
Non-members - $25 per person
Advanced Registration Required
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For more information, contact JoAnn
Stock, CFRE at 330-746-8494 or
jstock@ymvunitedway.org
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“Creating the
Perfect Special Event” … February 15, 2008
(Special ½ Day Event)
Holiday Inn – Boardman
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AFP 45th
International Fundraising Conference … Mar. 30 – Apr. 2,
2008
San Diego Convention Center - San Diego,
California
Join thousands of your development peers for the
ultimate learning experience. Top-notch presenters,
educational sessions, keynote speakers, exhibitors and
networking opportunities.
A hearty AFP welcome to the following
individuals who joined our Chapter in August:
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Cheryl L. Brock, Community
Development, Warren, OH
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Heather R. Chunn, Development
Officer, YSU Youngstown, OH
For membership questions and information,
please contact Sally Freaney at
sfreaney@libraryvisit.org. Dues Assistance grants are
available to help with annual membership fees.
Job
Announcements
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Vice President
of Institutional Advancement - Archbishop Hoban High
School, Akron
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Deadline: 12/14/2007
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Responsibilities: Primary
responsibility for direction and leadership of
Institutional Advancement efforts including annual,
capital, endowment campaigns; planned giving;
special projects; prospect identification,
cultivation, solicitation; volunteer management;
gift accounting and gift software; donor
recognition/stewardship; marketing, public relations
and special events. Develop multi-year fundraising
goals to meet budget and build endowment; manage
advancement personnel (professional team and support
staff); 5-10 years senior fundraising and/or sales
experience; working knowledge of planned giving;
proven track record in major capital/endowment
campaigns; develop relationships with school and
community leaders; articulate Hoban's mission and
case for support.
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Competitive salary and benefit
package; search will continue until the position is
filled.
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Submit a letter of interest, resume,
references to: Advancement Search Committee,
Archbishop Hoban High School, 1 Holy Cross Blvd.,
Akron, Ohio, 44306 or e-mail
advancementsearch@hoban.org.
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For more information about Archbishop
Hoban, visit
www.hoban.org.
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Vice President for
Development (Foundation President)-Humility of Mary
Health Partners-Youngstown, OH
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Deadline 12/17/07
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Responsibilities: With the recent
merger of St. Joseph & St. Elizabeth Health Centers
Foundations, this position serves as CEO of the
Foundation and reports directly to HMHP President;
maintains management for all key philanthropy
programs including capital campaigns, sustained
giving, major gifts, special events, planned giving
and corporate/foundation support; acts as key
fundraising strategist working closely with HMHP
President, executive staff, Foundation Trustees and
physician leaders on effective and comprehensive
philanthropy goals and organizational initiatives to
support facilities, equipment and programs.
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Seasoned professional leader with
track record in building and managing a high-level
development program; increasing participation of key
stakeholder groups; developing and successfully
implementing major gifts and capital campaigns. At
least 7 yrs experience in a healthcare or non-profit
organization; bachelors degree required, masters
preferred; an understanding of Humility of Mary
values.
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Founded by the Sisters of Humility of
Mary, HMHP is the largest health system in Ohio &
7th largest non-for-profit health system in U.S. For
information or application, contact: Ed Rivera,
Principal, Kittleman & Associates, 29 N. Wacker
Drive, Ste. 200, Chicago, IL 60606;
hmhp-vpfp@kittleman.net; Ph: 312-986-1166
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Director of Fund
Development – Mercy Medical Center, Canton
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Deadline- Until Position is Filled
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Responsibilities: Overall leadership
of the 476-bed medical center in seeking
philanthropic support to carry out its mission.
He/she works with the V.P. of the Division of
Growth, Development, and Government Relations as
chief fundraising officer providing staff support
for Fund Development Board and Planned Giving &
Major Gifts Committee.
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Ideal candidate will possess
knowledge of Donor Research, Volunteer Recruitment,
Foundation Administration and Planned Giving;
ability to effectively manage and collaborate with a
peer work team; commitment to the organization's
mission and philosophy; and ability to perform job
with a high degree of initiative and independent
judgment. Requirements include bachelor's degree, 5+
years of progressive non-profit fundraising
experience, including overseeing annual funds and
capital campaigns. Master's degree and certification
in fundraising practice preferred.
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Send cover letter & resume to
humanresources@csauh.com; fax (330) 430-6958;
mail: Mercy Medical Center – Human Resources, 1320
Mercy Drive NW, Canton, OH 44708.
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To learn more about Mercy Medical
visit
www.cantonmercy.com
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