Council Leadership Summit 2020 Membership Recruitment & Retention Discussion Facilitators Brad Gornto Tuesday, June 16, 2020 Charitable Gift Planners of Central Florida Simon Williams Planned Giving Roundtable of Northern Nevada
Council Overview • charitablegiftplannerscfl.org • pgnv.org • Partner Level Council • Member Council • 1989 • 2004 • 12 Board members • 16 Board members • ~45 members • ~70 members • Membership revenue as % of budget: +50% • Membership revenue as % of budget: +50%
Membership Overview • 65% of membership is nonprofit. • 55% of membership is nonprofit. • Annual Membership Dues: $305 • Local Membership Dues: $100 Includes Ntl. CGP membership, no local option. Option to join Ntl. CGP at extra cost. • 5 main speaker programs/luncheons • 3 breakfast/morning speaker programs with some CE credits with CE credits • 3 to 4 local roundtable events • 3 social mixers (1 doubles as annual meeting) • All national CGP benefits (Discounts for Ntl. CGP Conference, webinars, CFRE exam, • Discounts to local AFP events recertication fees and CGP Link) • Member Directory
Board Management of Membership • No formal membership “committee” — • Membership committee (3 people) rather a single Board member is appointed • No administrator or staff to oversee • Board reviews/approves each month • No administrator or staff • Board reaches out to grace/expired • New member review/approval process • Thank you letters from president • President communicates to grace/expired • Prospective member list • Organic “recruitment” , encourage and acknowledge guests at each meeting
Strategies & Tactics • Leveraging Benefits of National CGP Brand • Digital presence & branding • Leverage 15 th Anniversary (2019) • Local roundtable events in outlying counties • Mentoring/broadening scope of membership • Board recruitment goals • Improved website & social media presence • Leverage events & reminders • Increased Sponsorship Opportunities • Co-hosting with AFP & EPCNN • Recruitment/functioning committees • Scholarships including non-Board Members • No advertising • Collaborations joint/events with AFP & EPC
COVID-19 Response • Purchased Zoom. Offering virtual programming • Still formulating full plan(s) at no cost. Opportunities for newcomers. • Virtual programming and networking (Zoom) • Continuing meetings/mixers to continue • Hardship discount to retain membership important networking benefits • Expansion of scholarships • Messaging to expired members to whom we can not offer extended grace period • More e-communication • Emails/messaging “stewarding” members and • Ongoing Board discussion(s) encourage thoughts & suggestions, etc. • Work with our sponsors (modify and improve benefits offered)
Discussion Questions 1. What ways have you been successful in recruiting members for your council? 2. What strategies do you employ to retain members? a) Do you do any recognition for long time members? b) Do you incentivize membership (new or existing) in any way — if so, how? 3. How does your council use membership evaluations or surveys? a) What do you learn? b) How do you measure if your council is making an impact/difference? 4. What are you hearing from your members with respect to impact of the pandemic? 5. What adjustments are you making to your council’s activities and approach to membership in these times?
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