Recruitment & Retention Discussion Facilitators Brad Gornto - - PowerPoint PPT Presentation

Council Leadership Summit 2020

Membership Recruitment & Retention Discussion

Brad Gornto

Charitable Gift Planners of Central Florida

Simon Williams

Planned Giving Roundtable of Northern Nevada Tuesday, June 16, 2020 Facilitators

Council Overview

• charitablegiftplannerscfl.org
• Partner Level Council
• 1989
• 12 Board members
• ~45 members
• Membership revenue as % of budget: +50%
• pgnv.org
• Member Council
• 2004
• 16 Board members
• ~70 members
• Membership revenue as % of budget: +50%

Membership Overview

• 65% of membership is nonprofit.
• Annual Membership Dues: $305

Includes Ntl. CGP membership, no local option.

• 5 main speaker programs/luncheons

with some CE credits

• 3 to 4 local roundtable events
• All national CGP benefits (Discounts for Ntl.

CGP Conference, webinars, CFRE exam, recertication fees and CGP Link)

• 55% of membership is nonprofit.
• Local Membership Dues: $100

Option to join Ntl. CGP at extra cost.

• 3 breakfast/morning speaker programs

with CE credits

• 3 social mixers (1 doubles as annual

meeting)

• Discounts to local AFP events
• Member Directory

Board Management of Membership

• No formal membership “committee” —

rather a single Board member is appointed to oversee

• No administrator or staff
• New member review/approval process
• President communicates to grace/expired
• Organic “recruitment” , encourage and

acknowledge guests at each meeting

• Membership committee (3 people)
• No administrator or staff
• Board reviews/approves each month
• Board reaches out to grace/expired
• Thank you letters from president
• Prospective member list

Strategies & Tactics

• Leveraging Benefits of National CGP Brand
• Local roundtable events in outlying counties
• Mentoring/broadening scope of membership
• Improved website & social media presence
• Increased Sponsorship Opportunities
• Recruitment/functioning committees

including non-Board Members

• Collaborations joint/events with AFP & EPC
• Digital presence & branding
• Leverage 15th Anniversary (2019)
• Board recruitment goals
• Leverage events & reminders
• Co-hosting with AFP & EPCNN
• Scholarships
• No advertising

COVID-19 Response

• Purchased Zoom. Offering virtual programming

at no cost. Opportunities for newcomers.

• Continuing meetings/mixers to continue

important networking benefits

• Messaging to expired members to whom we can

not offer extended grace period

• Emails/messaging “stewarding” members and

encourage thoughts & suggestions, etc.

• Work with our sponsors (modify and improve

benefits offered)

• Still formulating full plan(s)
• Virtual programming and networking (Zoom)
• Hardship discount to retain membership
• Expansion of scholarships
• More e-communication
• Ongoing Board discussion(s)

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?