2018 Accord Materials
October 18, 2017
Rationale for Accord
In addition to reviewing the activities of all chapters and enabling AFP to assess the services we currently provide, the Accord process is vital to maintaining AFP's ability to offer all U.S. chapters 501(c)(3) status and provide Directors' and Officers' liability insurance and General liability insurance to all chapters. AFP Board of Directors will review all chapters not In Accord at the March, July and October board meetings. Chapters not In Accord by March will lose voting privileges; by July, the chapter's dues revenue will be suspended until the chapter is In Accord; by October, the Board may vote to revoke a chapter's charter.
If you wish to compete for the Ten Star/Ten Star Gold Award, to be awarded at the 2018 International Fundraising Conference in New Orleans, both the Dec. 15, 2017 and Jan. 16, 2018 deadlines must be met.
We thank you and your chapter board for your continued service to AFP and to the profession. If you have any questions or require any assistance, please contact Chapter.Accord@afpnet.org.
2018 Accord Website (http://afp.ebiz.uapps.net/PersonifyEbusiness/Default.aspx?TabId=228)
2018 Accord Orientation Webinar - Full Webinar | PowerPoint Presentation
2018 Chapter Accord Checklist - Download the checklist
Part 1: 2018 Chapter Leadership (due Dec. 15)
U.S. and international chapters input 2018 chapter leadership into database
Canadian Chapters ensure 2017-2018 leadership is correct and make any necessary changes
Part 2: Document Review (due Jan. 16)
U.S. and international chapters - Incoming 2018 chapter president must read and electronically check the box by each of the following documents within the Accord system. You can review the documents below – please DO NOT submit Word versions of these forms.
Canadian chapters – 2017-2018 chapter president must read and electronically check the box by each of the following documents within the Accord system. You can review the documents below – please DO NOT submit Word versions of these forms.
Part 3: Chapter Activity Report (due Jan. 16)
Complete and submit the online 2018 Chapter Activity Report. You can view a Word version to prepare your answers, but please only submit the online survey. Link to come
Part 4: Submit Documents (due Jan. 16)
Chapters must submit the following documents to the Accord inbox, mailto:email@example.com.
- 2017 Chapter Program Schedule (Including month, program, title, speaker)
- Proof of active status of the chapter’s corporation (U.S. and Canadian chapters only)
US Chapters | Canadian Chapters
Proof may be provided by downloading information from the state/provincial website if your state/province provides a Corporate Status section on its website; OR submitting a Certificate of Good Standing from the state/province; OR submitting a copy of the 2014 annual corporate report to the state/province, if your state/province requires such a report. Only ONE of the three items is required for Accord. We will accept a screenshot or print out of the webpage on your Secretary of State’s website showing the chapter’s status.
- 2017 Financial Information (A chapter budget is no longer accepted for this requirement.)
Please submit one of the following:
2017 Chapter Financial Summary Report: English | Spanish OR
2017 Income and Expense Statement and Balance Sheet as of 12/31/2017
- U.S. Chapters Only – 2016 IRS Form 990, 990-EZ or 990-N
Canadian Chapters – 2016 Form T2 or T2 Short, Corporation Income Tax Return or 2016 Form T-1044, Non-Profit Information Return (In addition to T2 – only for those chapters with annual revenue from taxable dividends, interest, rentals, or royalties in excess of $10,000 OR total assets in excess of $200,000)