Only 1 week left of Early Bird Registration

Reserve Your Space Now! Early Bird Registration Closes March 15.

Reserve Your Space Now! Early Bird Registration Closes March 15.3 Days
May 22-24, 2016

8 Tracks
Communications & Special Events, Donor Relations,
Leadership & Trends in Philanthropy, Planned Giving,
Annual Fund, Major Gifts, Best Practices, Career Development

48 Workshops
View schedule and educational workshops

400 Attendees
Register now



Submit Your Comments NOW to the IRS on New Regulations Requiring Disclosure of Social Security Numbers

The Internal Revenue Service (IRS) is proposing regulations that would create a new donor disclosure form for donations over $250 that would require charities to collect their donors’ social security numbers. The IRS isn’t making the form mandatory now, but even the “optional” proposal concerns us, and it could be obligatory to use in the future. You can read more about the proposal here.

We need you to contact the IRS TODAY with your concerns about this proposal!

The IRS wants to hear from a wide variety of organizations, and this is an instance where the quantity of responses is very important. Don’t stand on the sidelines and hope that you won’t be required to collect your donor’s social security numbers. Submit your written comments to the IRS.

Your comments don’t need to be long. Spend one paragraph (a sentence or two) describing your organization, its size and what it does. Use a second paragraph (a sentence or two) to state why you’re concerned about the proposal and how it might affect your fundraising, such as:

  • “Requiring my larger donors to give me their social security number would make them uneasy and apprehensive about giving.”
  • “I’ve already heard from a few donors who have said they are concerned about providing their social security numbers and might not give [or might give less] if the regulation is enacted.”
  • “The IRS has always told us not to ask for social security numbers, and always told donors not to provide their social security numbers because of concerns about privacy.”
  • “These regulations open up donors and charities to problems related to identify theft.”
  • “We’re a small charity and don’t have the resources—financial and human—to buy and maintain new security standards in order to handle social security numbers”
  • “As a donor, I wouldn’t want to provide my social security number. Why would you consider making charities request this information?”

Use whatever comments are pertinent to your organization, cause and particular perspective.

When you’re ready, you can easily submit comments online at this page by cutting and paste your text into the provided form:!submitComment;D=IRS-2015-0049-0001

No salutation or other formal information is required for the actual comment.

Here are two sample comments:


I am concerned about giving out my Social Security number. I am also the director of a nonprofit. I am concerned that by asking for Social Security numbers, people will be less likely to give larger donations. This would have a great impact on my organization.”


“I work for a small, [INSERT NUMBER OF EMPLOYEES]-employee nonprofit that has a big impact in [INSERT COMMUNITY, STATE].

I oppose the proposed gift substantiation regulation because it would open donors and nonprofits up to identity theft. The IRS should join nonprofits in protecting donor information by withdrawing this unnecessary and ill-conceived proposal.”


It’s that simple! And you’ll be helping out the entire profession and charities across the U.S.

Comments are due by NEXT WEDNESDAY, DEC. 16, 2015.

If you have any questions, email Jason Lee, AFP General Counsel, at

Thank you for your involvement in the public policy process and working to maintain and strengthen the fundraising profession.

Fundraising with The Three Wise Guys

 AFP Central Florida presents “Faith and Fundraising”. This luncheon will feature Rev. Bryan Fulwider, Imam Muhammad Musri and Rabbi Steven, better known as The Three Wise Guys who will discuss how to ask the faithful for support for non-profit organizations.

register-now-button-home$20 AFP Members

$40 Guest and all Walk-Ins

$30 First Time – Soon to be members

In the style of a radio show The Three Wise Guys from Friends Talking Faith on WMFE, 90.7 FM, our guest “wise guys” will discuss what every development professional should know when asking for money from people of faith. 


The theology, philosophy, and the “do’s” and “don’ts” of the ask. We’ll “pitch the topic,” then open up the “phone lines” to hear from our listeners (you the audience). Join us for a lively and insightful “live show!” 


Friends Talking Faith with The Three Wise Guys

Friends Talking Faith with The Three Wise Guys

You can listen to The Three Wise Guys – Rev. Bryan Fulwider, Imam Muhammad Musri and Rabbi Steven Engel – on WMFE Radio each Tuesday at 6:30 p.m.

Learn more about The Three Wise Guys here. 



Beating the Summertime Fundraising Blues

AFPsummerGiving Thoughts: Summertime, and the livin’ is easy…. Unless you’re trying to raise money, that is.

Honestly, I love summer—the rest and relaxation, chillin’ on the beach, cookouts with friends and relatives. But for fundraisers, it can be a tough time to do our jobs.

So the question is, What do you do during the summer when your donors are busy not paying attention to you and your organization?

 The answer is: plenty.

First, let’s make it clear that summer isn’t a time to do nothing. To the contrary, you want to use this time to continue your cultivation and stewardship activities, setting the stage for when you might resume asking people for money. I’m not implying that you don’t ask people for money during the summer months, but rather that people’s vacation schedules, travel and general mindset might prevent you from conducting what you’d consider your “school year” fundraising regimen.

Think back to a few years ago to when the recession hit. Philanthropic giving slowed considerably, fundraisers cut back on their solicitations, and campaigns either modified the strategy, stalled or never got off the ground. Still, development efforts continued in anticipation of the time when giving would return to normal.

And so it is with summer. Use this time as an opportunity to regroup and reassess. Revisit your annual fund case, your marketing materials and your website. For those who count by the calendar year, you’re halfway home. How are you doing in relation to your goals? For those whose fiscal years start in July, you’re just getting started. Be sure your proverbial ducks are in a row so you can hit the ground running come fall.

Summer is also a great time for professional development. If you’re in a small office, think about cross training for your staff. How about a refresher course on making the ask? Try role playing with your colleagues. Read the latest books on grant writing or volunteer management or planned giving strategies, depending on your expertise.

Also, take some time to clean up your database and to peruse your mailing lists. Small housekeeping tasks like this may seem like busywork, but your efforts will pay dividends in the long run.

Above all, continue meeting with donors and prospects as much as possible, though keep in mind they may be less enthusiastic about seeing you. It’s nothing personal. Then again, you might find some folks who think summer is just a fantastic time to discuss their philanthropic commitments. Either way, keep moving forward, but temper expectations and don’t get frustrated.

Fall will be here before you know it, and things will return to normal. Meanwhile, enjoy your summer and have some fun.

Thanks to SkyStone Partners for the article above.