Home > Membership Services Committee > Strategy and Fundraising Committee: Call for Participation

Strategy and Fundraising Committee: Call for Participation

For the first few years since its founding in late 2010, IAP2 USA has been operating under fairly significant resource constraints. As a relatively small organization, and with most of our revenue still coming from member dues, our overall budget has been very limited. Many key initiatives and services wouldn’t be happening if it wasn’t for the amazing work of our volunteers. While a successful 2013 North America Conference and advances in other areas last year have helped stabilize the organization, a number of fundamental challenges remain.

The good news is that for the first time in many years, we finally have the bandwidth to tackle these long-standing issues head-on. To this end, the Board recently approved the creation of a new Strategy and Fundraising Committee, whose goal it is to help improve the overall financial health of the organization. Our efforts will build on the important work that was done by the Strategic Planning Task Force last year, whose updated strategic plan (DOCX) was approved by the Board in December.

So far, the committee consists of the following five Board members:

We are looking for collaborators with skills and expertise in the following areas (in no particular order):

  • Fundraising and resource development
  • Financial management
  • Foundation relations and grant writing
  • Corporate sponsorship programs
  • Membership development
  • Non-profit strategic planning
  • Association management
  • Non-profit marketing

If this is you, and if you have roughly 3-10 hours to spare per month over the next four months, please join the team!

Our kick-off call is this week:

Thursday, February 26, 2015
at 2pm Pacific Time (5pm Eastern)
Duration: 1 hour
Call in: 877-915-9897
Participant code: 3541711

The draft agenda currently looks as follows:

  1. Welcome & introductions (10′)
  2. About this committee: background, objectives, prior work, resources and materials (10′)
  3. Collaboration and decision making structure (5′)
  4. First round of idea exchange and discussion (20′)
  5. Next steps, incl. upcoming meeting schedule (10′)

If you plan to attend, or if you’d like to be notified about future meetings and opportunities to contribute, please RSVP by adding your name and contact info to the list or contact our staff.

Any comments or questions, please leave a comment below.


  1. Moose
    February 24, 2015 at 10:29 pm

    I’m sorry I can’t participate but wish you good luck and success. This fundamental and crucial underpinning of the organization has deserved this kind of focus since its inception. Thanks for taking it on.

  2. February 25, 2015 at 8:15 am

    Anybody named “Moose” has to be awesome! Thank you for your contribution to the organization and for this blog post! We appreciate it! Kit

  3. Carolann Wolfgang
    February 25, 2015 at 10:41 am

    Thank you for your support Moose! Carolann

  4. Teresa Alvarado
    March 3, 2015 at 4:05 pm

    Ditto. Was great to take the IAP2 course with you as instructor last fall. You motivated us to further the great work you and so many others have contributed.

    • Moose
      March 3, 2015 at 11:31 pm

      Given you are tackling the financial support and sustainability of the affiliate, as the sometimes unofficial historian, or maybe just the guy with the best memory (haha, we will see how much longer that lasts), I feel compelled to provide with some historical background, since some of you are relatively new to the organization.

      What you may not know is that several of us in leadership positions, both formal and informal, argued strenuously to our U.S. colleagues when the International Board forced the break up of the organization into national affiliates five years ago that we would not be financially sustainable on membership dues alone and that a portion of the training licensing fee proceeds should be shared with the affiliates. In fact, it was supposed to be a non-negotiable. However, when we were rebuffed by the International Board, our representatives agreed to affiliate anyway.

      Some of the same U.S. members who had argued that a sharing of training fees should be a non-negotiable in order to affiliate, recommended when we were turned down on the training fees that we should NOT affiliate and should form instead our own U.S. non-profit membership organization. Since we were being forced to incorporate (as all national affiliates were), incurring the costs and shouldering the burden of starting a new organization while losing the economies of scale of the larger organization we had belonged to before, we contended that if we were going to be independent, we might as well go all the way. Throughout all of these debates and proposals, however, those members who saw an advantage in being part of an “international” organization prevailed. The U.S. affiliate has pretty much lived hand-to-mouth since then. The fact that the original and successive U.S. boards have managed to keep us going longer than I thought possible is a testament to your frugal habits and continuing dedicated volunteer efforts as a “working board.” Tim Bonnemann also deserves credit as an original board member for never taking his eye off the financial ball.

      Going back to the history, when the affiliate was just getting started, an alternative suggestion made at that time was that since 90 percent of the intellectual capital contained in the training program was provided by American trainers, we could legitimately claim shared ownership of the training content (although not the copyrighted manuals). We contended that we could create an American training that was virtually identical to the International’s, stop sending all of the licensing money to the International, and devise a training program financial arrangement that would create an income stream for the U.S. affiliate. The “internationalists” on the U.S. Board however did not want to rock the boat since the relationship with the International was just getting off the ground and we should “give it a chance.”

      U.S. trainers then offered to set up a training program for the U.S. affiliate based on the International licensing arrangement and fee structure, given that we already had the administrative and sales infrastructure in place and were producing all of the training manuals being used in North America, but the U.S. board did not want to enter into such an agreement and insisted it would create the program itself. Unfortunately, it took four more years.

      So. What would be my takeaway from all of this “water under the bridge”? Do what is best for the U.S. membership, be bold, chart our own destiny. Don’t be hamstrung by intangibilities that contribute nothing to our financial sustainability. Think outside the box that being an affiliate has put us in. Ultimately, we may have to break the mold and engage in some “creative destruction” in order to secure our future.

      For my part, I am honored to be delivering training for the U.S. affiliate and have tried to share my experience as much as I can with the affiliate team managing that program to help shorten the learning curve. They have been a pleasure to work with and I hope it is providing a needed boost in revenue for the affiliate.


      BTW, I have written extensively about most of the phenomena and events mentioned above. If further background is desired, they were posted to the Board Wiki, assuming that is still available.

      • March 4, 2015 at 9:16 am

        Thanks, Lewis. The wiki is still available. We’re in the process of pulling out all the relevant pieces as background for this new committee.

      • Moose
        March 4, 2015 at 10:38 pm

        Thanks. Particularly if anyone is intrigued about the issues regarding just who owns the rights to what when it comes to IAP2 training, I wrote some pretty definitive missives about that way back when.
        Good luck!

  1. March 11, 2015 at 11:20 am

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