National Philanthropy Day PHILANTHROPY...

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The highlight of National Philanthropy Day (NPD) is the annual PHILANTHROPY AWARDS program to recognize outstanding achievement by individuals, foundations and corporate philanthropists. This year, the awards will be presented during a luncheon program on Wednesday, November 9, 2011 at the Signature Grand in Davie. The Association of Fundraising Professionals, Fort Lauderdale-Broward Chapter, is now accepting nominations for the 2011 PHILANTHROPY AWARDS Nominations must be received by 5:00 p.m., Wednesday, August 31, 2011 to be considered. AFP Goes Green: All nomination information must now be submitted on-line at www.afpbroward.org Questions? Contact Us. Laura Silverman, Chapter Administrator [email protected] Frank Fernandez National Philanthropy Day Co-Chair 954. 882.7878 [email protected] April Kirk National Philanthropy Day Co-Chair 954.524.4736 [email protected]

Transcript of National Philanthropy Day PHILANTHROPY...

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The highlight of National Philanthropy Day (NPD) is the annual PHILANTHROPY AWARDS program to recognize outstanding achievement by individuals, foundations and corporate philanthropists. This year, the awards will be presented during a luncheon program on Wednesday, November 9, 2011 at the Signature Grand in Davie.

The Association of Fundraising Professionals, Fort Lauderdale-Broward Chapter,is now accepting nominations for the

2011 PHILANTHROPY AWARDS Nominations must be received by 5:00 p.m.,

Wednesday, August 31, 2011 to be considered.

AFP Goes Green: All nomination informationmust now be submitted on-line at www.afpbroward.org

Questions? Contact Us. Laura Silverman, Chapter Administrator

[email protected]

Frank FernandezNational Philanthropy Day [email protected]

April Kirk National Philanthropy Day Co-Chair [email protected]

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Suggestions for a Strong Application: 1. Treat writing a nomination as you would a proposal or grant application. Pay attention to the criteria.

2. Adhere to the guidelines.

3. Check the appropriate category for your nomination. Please note that corporate foundation nominations are generally evaluated in the foundation category. However some corporations, while not having a formal corporate foundation, refer to their charitable giving department as a “foundation.” That is considered corporate, not foundation, philanthropy. Please clarify the right category with the nominee before submission.

4. Organize your application along the lines of the criteria so that the committee can easily find what it is looking for. The use of headings recommended.

5. Write clearly and cleanly. Avoid typos and bad grammar. Show that you are taking the process seriously and that the person or entity you are nominating is worthy of your best professional effort.

6. Identify and include what else your nominee is doing in the Greater Fort Lauderdale area in addition to the support provided to your organization and include those details within the nomination.

7. Try to address the nominee’s current and past achievements; while you may be focused on one particular achievement, the nominee may have other qualifications that you could also address in the narrative.

8. As you write, please think about how the nominee’s achievements have made a difference in the community, especially during these challenging times for philanthropy and describe that in the narrative (instead of simply listing accomplishments).

9. Use letters of support as just that. Do not confuse letters of support with an actual nomination. Letters of support can focus on the intangibles that are not appropriate for the actual nomination document. They can also be used for anecdotal information, information that can be useful in describing the nominee in a broader context, and for relevant information that just did not fit within the two page nomination restriction.

10. Collaborative nominations are permissible and strongly encouraged. However, there should be only one lead nominator.

11. Three sample nominations are included on the following pages for reference. These nominations are fanciful acts of fiction but instructive as to form and substance. Note how they are organized, how the material presented and how detail in accordance with the criteria is presented.

12. It is suggested that applicants review the list of previous awardees. Preference will be given to nominations from among those not recognized previously.

Nomination Format RequirementsPlease use the online form to submit your nomination(s).

One submission per nomination.

Narratives should be no more than 1500 words. Enumerate each criterion and address each one separately in narrative form. Entries will be judged on the responses to the criteria. Narratives should contain complete, clear and concise answers to criteria. Supporting documents include letters, newspaper articles, etc. All nominations should consist of the nomination form and responses to the criteria.

Individuals and organizations selected will receive their honors at the NPD celebration and must be present to receive the awards. Information provided may be used for publicity purposes.

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Sample Nominations (Sample) Nomination of Martha (Muffy) Weatherington Outstanding Philanthropist

Personal Background

Martha (Muffy) Weatherington is a remarkable woman who continues to serve as the heart and soul of the Have-a-Hoot Foundation, which each year provides hundreds of South Florida deprived youngsters with the Have-a-Hoot experience.

A native of Dallas, TX, and a graduate of Texas A&M University, Muffy first came to South Florida to earn her MBA from the University of Miami. While there, she met the love of life and her Hooting Partner, Dr. James Edward Weatherington, a famed amateur ornithologist in his own right and noted authority on the South Florida Burrowing Owl. He moved his orthopedic surgery practice to Fort Lauderdale in 1982, and with the business acumen of Muffy, created an international chain of “Back Up Clinics” a leading provider of walk-in orthopedic disc removal and rehabilitation services.

From their work in the business and practice of medicine, Muffy and James saw a need for young people from disadvantaged backgrounds to experience aspects of life that they could never hope for. As Muffy put it at the very first Have-a-Hoot Hollerout, “These poor children only know things from TV and movies. We need to make it real to them, and for them to have a great time while doing it” Muffy gathered twelve close friends to form the Have-a- Hoot Hoot Nannies, and they started raising money.

Total Direct Financial Support for Have a Hoot

Their first gala in 1992 netted $250,000 and quickly attracted annual corporate sponsorship, which now along provides an additional annual funding base for the program of $350,000. The annual gala and Hoot-Along Auction brings in a net of $750,000 per year with the help of volunteer performances by well known pop artists, including Jessica Simpson. Muffy, as permanent chair of the Hollerout and chair-hooter of the organization, personally donates a minimum of $100,000 per year to the organization, in keeping to her vow that Have-a-Hoot will never run a deficit.

The Impact of Her Support

The funding supports a staff of six professionals plus stipends to school counselors and the cost of the children’s outings. From a modest start with only twelve children from Cooper City who had never been to the Florida Keys, the program now serves 650 students per year on one week expeditions to the places they have only dreamed of.

Graduates of the Have-a-Hoot program have gone on to distinguish themselves in dozens of professions. High school graduation rates are at 75 percent for program participants. Two students are in medical school on Weatherington Scholarships. And three serve as commissioners for Broward cities. “It works,” says Muffy. “They see the dreams are real and it changes their lives. It gives me a big hoot to see them successful in life.”

Involvement in Other Organizations.

Muffy’s infectious enthusiasm and leadership has earned her a place on the boards of sixteen charitable organizations based in Broward County. South Florida magazine named her the 2002 Party Giver of the Year. And in addition to her time and money for Have-a- Hoot, she and James are staunch annual supporters of the University of Miami Hurricane Club, the Scorched Glades Society, the Brotherhood and Sisterhood of Tea Party Patriots, the Save Hiatus Road Foundation, and the Broward Chapter of Junior Thunder Riders of America.

Attached Letters of Endorsement:

Lila Pendergat, principal of Spector Middle School, Cooper City Miles Roersshun, vice president of community relations, American Riding Supplies Unlimited, Southwest Ranches

(Sample) Nomination of Julia Mentschy, ACFRE

Outstanding Fundraising Executive

Julia not only changed the fundraising culture at the Split Lip Society (SLS), she took fundraising to levels never before thought possible. She did that by applying her professionalism, her knowledge of the business and her charm.

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Julia came to the SLS as Chief Development Officer in 2005, after a career spent at Southeastern Ohio Seminary. In her 22 years at the seminary, she moved up from assistant director of senior class giving to Vice President for Seminary Advancement. Along the way she learned all the right lessons about successful fund raising. And it was there that her involvement with AFP began. She served four terms as president of the local chapter and was elected to three terms on the national board of AFP. In 1997, Julia was chair for that year’s International Conference.

Julia tried to retire when she moved to Broward County but the verve and style that made her such a great fund raiser still burned within her. She accepted the invitation of her good friend Martin Tubernick to take on the challenge of setting things right at SLS. She succeeded beyond anyone’s expectation. Because of her financial success, SLS now has branch operations in 13 states and 7 branches overseas. As Mr. Tubernick summed it up, “The lips of the world are safer from bullies because of Julia’s astonishing commitment to our cause.”

Beginning with a demoralized staff of 1.5, Julia moved immediately to redesign the direct mail program, start an annual gifts program and eliminate the annual gala/auction which was barely breaking even. Within two years, she had wiped out the organization’s deficit and built a strong cadre of annual donors. She took the program from literally nothing to $2.5 million as a fund raising base that she has been able to grow by ten percent each year. In fiscal 2009, Julia’s program raised $4.8 million.

Julia focused on the basics of developing a strong case for support that people from all walks of life could identify with, strong personalization, direct solicitation to build on the success of direct mail and her ability to recruit a strong cadre of 35 volunteers in addition to a dedicated staff, each personally recruited by Julia and each now a trained and enthusiastic solicitor for SLS. The sense of competition for closing gifts that she has instilled in her volunteers was featured in the November issue of Philanthropy.

Julia is a member of the local AFP Chapter where she has distinguished herself by helping to choose the menus for the monthly lunch meetings and be graciously attending almost every mentoring roundtable. In addition, she serves on the Florida Caucus board as an at-large member. Lips injured in brawls are not her only passion. As an extension of her quiet home life with husband Doug and their three Abbysinian cats, Julia travels extensively throughout the United States and Australia as a short-hair exotic specialist.

All honoraria for judging is donated to the Little Sisters of Persephone, a national cat rescue organization based in Broward County. She serves on the boards of the Little Sisters of Persephone, the National Dot Matrix Council, and the Waterboarding Enthusiasts Council.

(Sample) Nomination of Elinore (Peaches) Bartkowitz-Rivera

Outstanding Youth in Philanthropy

Elinore Bartkowitz-Rivera’s life changed when she was six years old and suffered a broken arm. Rushed to the emergency room of West Broward Women and Children’s Hospital, she emerged with her arm in a sling. It wasn’t the itching of her cast that bothered her. For the young lady known as Peaches to her family and friends, it was that blue was the only color they could give her in a sling. “Why blue,” she asked. “I’m a girl. I want a pink.”

The answer then was that blue was the standard, the only color manufactured. Eight years later that is not the case, and it is due completely to the work of Peaches. Two years after her sling encounter Peaches began lobbying medical suppliers to make pink slings. The most frequent answer she received was that it was more cost effective to make only one color and that there was no demand for anything other than blue. Multiple colors would only result in driving up the cost of health care.

And so was born the Pink Sling Foundation. Peaches work had two tracks. One was to create a public awareness campaign about the issue and pressure the manufacturers to make pink slings and for hospitals to stock them. Her father, marketing maven Gerald Rivera, helped her launch a letter writing campaign. The occasional picketing of emergency rooms drew national attention. Peaches backed that up by raising money.

She started by selling donut holes at the entrance to her school and was able to place canisters in local stores. It all paid off when she successfully lobbied the Broward County Medical Association to aid her cause. Physician support poured in. In 2005 she spoke at every pancake breakfast held by a civic organization in Broward County and raised $312,000 that year to underwrite the cost of pink slings in hospitals throughout Florida.

By 2007, the organization went national. She spent her summer vacation forming chapters in ten Southeastern states, and by 2009 there were chapters made up of

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pre-teens in 32 cities and the first national Pink Sling Conference was held in Hallandale Beach. Through 2009, PSF had raised more than $5 million for the cause with an overhead of less than $.03 per dollar raised .

With success, of course came growth. Slings inspired by Peaches are now available nationwide not just in pink but also in black, brown and plaid all underwritten by the foundation and available to regardless of ability to pay. Earlier this year, Peaches personally delivered 100,000 slings to devastated Haitians.

Now 14 years old and a student at Freud Middle School in her hometown of Southwest Ranches, her work with the PSF continues. She is also president of the Gleek Fan Club, and recently founded the first chapter of Youth for a Better Life. Along with five dedicated friends who are mesmerized by her example, they hope to turn YBL into a national organization to better America.

2011 National Philanthropy Day Award CategoriesThe Outstanding Philanthropist Award pays tribute to an individual or family with a proven record of exceptional generosity in Broward County who, through direct financial support, demonstrates outstanding civic and charitable responsibility and whose generosity encourages others to take philanthropic leadership roles on a community, national and/or international level.

For EACH organization/cause supported by the nominee, describe the (1) the gifts provided, (2) additional participation and (3) IMPACT of the nominee’s gift and work on the organization’s ability to provide programs and services.

Description of the innovation/creativity/leadership in the causes the nominee supported, how issues were addressed or solved and/or how the funds were raised.

Description of the nominee’s work in encouraging and motivating others to get involved with and/or take leadership roles in philanthropy (i.e. challenge gifts, matching gifts, volunteering, etc.)

The Outstanding Volunteer Fundraiser Award rewards a special individual or family that demonstrates outstanding skills in coordinating and motivating groups of donors and volunteers in Broward County for fund-raising projects for the benefit of charitable institutions. The recipient must have demonstrated exceptional leadership skills in coordinating groups of donors and volunteers for major fundraising projects.

Nominations should address the following criteria:

For EACH organization/cause for which the nominee has helped raise funds, provide description of (1) leadership role and responsibilities, (2) ability to organize and manage campaigns and groups, (3) funds raised, (4) time, effort and personal financial commitment and (5) IMPACT the nominee and his/her work had on the organization’s ability to provide programs and services.

Description of both the nominee’s ability to lead, motivate, manage and inspire others, as well as the ability to work within a team.

Description of the nominee’s support of other non-profits where he or she may not have led fundraising efforts, but was active on boards and committees and gave and volunteered to the organizations.

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The Outstanding Fundraising Executive Award honors an outstanding individual fundraising professional in Broward County who works directly for a nonprofit, charitable organization. Consultants or other individuals not working directly for a charity are INELIGIBLE for this award. Nominees must have a MINIMUM of 5 years of experience as a professional fundraiser working directly for a nonprofit organization (years as a consultant will not be considered). They must also be a current AFP member. CFRE’s prefered. Nominations Should address the following criteria, and consideration will be based solely on the responses:

For EACH organization where the nominee has held a significant fundraising position (not necessarily entry-level but that position can be included if important), provide description of (1) position and responsibilities, (2) specific projects and campaigns completed, (3) funds raised and (4) IMPACT of the nominee’s work on the organization’s programs.

Provide description of the nominee’s leadership, such as development of new programs and departments, significant increases in return on fundraising investment, successful management of key programs, creating new organizational cultures and/or introduction of innovative and creative ideas.

Description of nominee’s commitment to AFP, its mission of advancing ethical fundraising and the fundraising profession.

Description of individual’s commitment to continuing professional development, including certification (CFRE or ACFRE, or equivalent certification), conference participation, publication and professional education.

Evidence of commitment to fundraising and philanthropy through voluntary service and financial support of nonprofit organizations.

The Outstanding Foundation Award honors a foundation that demonstrates outstanding commitment in Broward County through financial support, innovation, encouragement and motivation of others to take leadership roles in philanthropy and national, international and/or community involvement. Nominations should address the following criteria:

For EACH major program area/cause/initiative, provide description of the nominee’s (1) philanthropic support (including money, time and other resources), (2) innovation or creativity in addressing the issue and (3) the leadership role the nominee played.

For each major program area/cause/initiative, provide description of the IMPACT of the nominee’s philanthropic support, innovation and creativity and leadership.

Description of the nominee’s work in encouraging and motivating others to get involved with and/or take leadership roles in philanthropy.

The Outstanding Youth in Philanthropy Award recognizes service by an individual or group of young people under the age of 21 who demonstrate outstanding commitment to the community through direct financial support, development of charitable programs, volunteering and leadership in philanthropy.

Nominations will be considered based on the responses to the following criteria:

Description in detail of what the nominee did, including goals, process, budget (if relevant) and people involved in the process (adult leaders or adviser, etc.) and of the time, talent and/or treasure the youth gave for the common good and the results that were achieved.

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Description of the impact the nominee had on the community, including numbers of people involved, financial impact, organizations helped, etc. Please include the names and contact information of individuals at the organizations who benefited from the nominee’s work.

Long term (3-5 years) impact of the nominee’s work. Will the project(s) be ongoing and has the nominee considered next steps or is working on other projects?

Evidence that the project(s) can serve as a prototype for others or is easily replicable in other communities.

The Outstanding Corporation Award (small: under 199 employees; large: 200 employees or more) honors a corporation or its corporate foundation that demonstrates outstanding commitment in Broward County through financial support and through encouragement and motivation of others to take leadership roles toward philanthropy and community involvement. Nominations should address the following criteria:

Description of OVERALL gift support by the nominee and general approach and philosophy to philanthropy and charitable support.

For each MAJOR cause, initiative or nonprofit supported by the nominee, include description of (1) philanthropic support (money, time and other resources), (2) innovation and creativity in addressing the issue or cause, and (3) IMPACT of that support on those causes and nonprofits.

Description of additional gift support and achievements accomplished through the corporation’s efforts.

Description of the nominee’s work in encouraging and motivating others (e.g., employees, clients, customers, the public) to get involved with and/or take leadership roles in philanthropy.

Special Award Categories

Three special awards presented infrequently and only under special circumstances, may be given at the discretion of the National Philanthropy Day Awards Committee. The Outstanding Philanthropic Organization Service Award is presented when the record of an organization is so notable that it deserves special recognition and its community service does not fit a regular award category. The Lifetime Philanthropic Achievement Award is presented (posthumously, or otherwise) to a Broward County resident who has made significant contributions throughout his or her life as a philanthropist, fundraising volunteer, or professional fundraiser and has exhibited exemplary commitment to the nonprofit community. The President’s Award of Excellence is given at the discretion of the Chapter President and the Nominating Committee for exceptional contributions towards supporting and advancing the mission of non-profit organizations.

I want to nominate...Nominations must be received by 5:00 p.m.,

Wednesday, August 31, 2011 to be considered.Sorry, there will be no exceptions.

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PREVIOUS AWARD WINNERSOutstanding Philanthropist(s) 2010 Elizabeth “BJ” Buntrock2009 Don Taft 2007 Rick and Rita Case 2006 The Fernandez Family2005 Miss Mary Porter2004 Janet Boyle 2003 Rose Miniaci and Lorraine Thomas2002 Steve Halmos 2001 John C. Graves, Ph.D.2000 Margaret Adderley Kelly1999 Ned and Suzie Allen1998 Joseph and Winifred Amaturo1997 The Gill Family1996 Jim and Jan Moran1995 Dianne and Michael Bienes1994 Millicent and Bob Steele 1993 Nan and Jim Farquhar1992 Shepard Broad1991 Geraldine and Robert Elmore1990 Marti and Wayne Huizenga1989 Norma and William Horvitz1988 Frederick G. Ruffner, Jr. 1987 August Urbanek

Outstanding Corporation2010 (small) BrightStar Credit Union2010 (large) Carnival Cruise Lines2008 Jarden Consumer Solutions2007 Rick Case Automotive Group 2006 Citrix Systems, Inc. 2005 AutoNation/Maroone2004 City Furniture2003 Stiles Corporation2002 Publix Super Markets2001 American Express2000 Bank of America1999 SunTrust Bank, South Florida, N.A.1998 Republic Industries, Inc.1997 First Union National Bank1996 Blockbuster Entertainment Group1995 Wheelabrator Environment Group1994 Sensormatic Electronics Corporation1993 JM Family Enterprises, Inc.1992 Alamo Rent A Car, Inc.1991 Southern Bell1990 BellSouth Mobility and C&S Bank1989 Sun-Sentinel and Waterbed City

Outstanding Foundation2009 The Jim Moran Foundation2008 Peacock Foundation2007 The Wasie Foundation 2006 Josephine S. Leiser Foundation, Inc.2005 Andy Roddick Foundation

2004 BankAtlantic Foundation2003 Elbert E. and Birdie W. Einstein Fund2002 The Gertrude E. Skelly Charitable Foundation 2001 Joe Sonken Charitable Trust2000 Jewish Community Foundation of the Jewish Federation of Broward County1999 Community Foundation of Broward1998 Folke H. Peterson Foundation1997 Health Foundation of South Florida1996 A.D. Henderson Foundation1995 The Dan Marino Foundation, Inc.1994 McCormick Tribune Foundation1993 Leo Goodwin Foundation1992 John E. and Nellie J. Bastien Memorial Foundation1991 The Emil Buehler Trust and Foundation

Outstanding Fundraising Executive2010 Berne Teeple2009 Rick Schuster2008 Barbara Witte2007 Sally Gress, CFRE 2006 Kathryn J. Cousins, CFRE2005 Joanne Nowlin Welch, CFRE2004 Lynn Croneberger, CFRE2003 Ann McElwain2002 Doris K. Sipos, CFRE2001 Judy Bowen2000 Jon M. Fitzgerald1999 Eli Jordfald, CFRE1998 Ethelind Altman Wiener, CFRE1997 Mary M. Bymel, CFRE1996 Leslie W. Brown, CFRE1995 Jan C. Crocker1992 Linda B. Carter1991 Peggy Calhoun, ACFRE

Outstanding Volunteer Fundraiser2010 Andrew Cagnetta2009 Janet Davis2008 Douglas & Linda Von Allmen2007 Glenda Abbate 2006 Virginia “Ginny” Miller2005 Robert C. Radice2004 Carrie and David Schulman2003 Judy Thiel2002 Ellyn F. Walters2001 Robert Amchir2000 A. Nicholas Masi, PhD & Wendy Masi, PhD1999 Leonard Robbins1998 James Blosser and David Horvitz1997 Steven R. Berrard

1996 Gypsy C. Graves1995 William D. Horvitz1994 Janet Robbie1993 Elizabeth and John B. Deinhardt1992 Walter Banks1991 Elliott B. Barnett1990 Beverly Lobdell1989 Robert B. Lochrie, Jr.1988 Jan C. Crocker

Outstanding Youth in Philanthropy2010 Taylor Taskey2009 Katie Masi2008 Ben Bibliowicz2007 Rebecca Schultz 2006 Jordana Contrucci2005 Gillian Mayersohn

Outstanding Organization 2010 American Heritage Pre-Med Society2009 East Broward Auxiliary of Children’s Home Society2008 Seminole Tribe of Florida2007 Volunteer Broward 2006 SHAPE2004 Junior Welfare Society2002 Women’s League of Hillsboro Beach2001 Miami Dolphins1998 Junior League of Greater Ft. Lauderdale

Lifetime Achievement Award2010 Richard G Miller2009 Leslie W. Brown (posthumously)2008 Robert Elmore2007 Jim and Jan Moran 2006 Fran Payne2005 Nancy Strom (posthumously)2002 Dr. Clifford P. Hoch (posthumously)2001 Lois Deicke (posthumously)1992 Dr. William R. Cumerford

President’s Award2010 The Wasie Foundation & The Greater Fort Lauderdale Chamber of Commerce