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Series II. Presidential Records, 1985-2005

Scope and Content Notes:

These are the files of the President of AFP-WPA through the years 1985 to 2005. The files contain information on the chapter (by-laws, public relations, financial statements, etc.), projects, and individual members. The material in this series dates from 1985 to 2005; however the majority of the material dates from 1991 to 1999.

Folder 72 Financial Statements, 1991, 1993, 1999-2006
Folder 73 Healthcare Development Forum, 1995-1996
Folder 74 NSFRE Ideas, 1991-1993
Folder 75 NSFRE “First Course," November 1985
Folder 76 NSFRE Ohio/Midwest Conference, November 11-12, 1986
Folder 77 Planned Giving Council Programs, 1990-1992
Folder 78 Planned Giving Minutes, 1989-1991

Box 2
Folder 1 Planned Giving Newsletters, 1990-1993
Folder 2 NSFRE Public Service Committee, 1991-1993
Folder 3 NSFRE Renewal, 1993
Folder 4 Chapter President Memos, 1993-1994
Folder 5 NSFRE Annual Reports, 1993-1994
Folder 6 NSFRE Check Requests, 1993-1994
Folder 7 NSFRE Ethics Committee, 1992-1993
Folder 8 NSFRE First Course, 1994
Folder 9 NSFRE Five Star Awards, 1992-1994
Folder 10 NSFRE Survey/Certification Course, 1993-1994
Folder 11 Chapter Leadership Workshops, 1994
Folder 12 NSFRE Legislative Affairs Committee, 1993-1994
Folder 13 NSFRE Incorporation, 1994
Folder 14 NSFRE Membership Committee, 1993-1994
Folder 15 NSFRE Selections Committee, 1992
Folder 16 NSFRE Scholarship News Release, 1993
Folder 17 Scholarship to International Conference, 1994
Folder 18 NPWA Chapter Sponsorship, 1994
Folder 19 NSFRE-WPA CFRE Survey, 1993
Folder 20 Strategic Planning, 1993-1994
Folder 21 NSFRE Letterhead, 1993-1994
Folder 22 NSFRE Foundation Data, 1993-1997
Folder 23 NSFRE Developments, 1990
Folder 24 NSFRE Developments, 1994
Folder 25 Fund Raising for Novices, 1994-1995
Folder 26 NSFRE Diversity, 1996-1997
Folder 27 NSFRE Administrative Services, 1994
Folder 28 NSFRE Leadership Letters, 1991-1994
Folder 29 NSFRE E.L.I. (Executive Leadership Institute), 1993-1997
Folder 30 NSFRE Youth Program, 1992-1993
Folder 31 NSFRE Institute Annual Report, 1985 and 1988
Folder 32 Miscellaneous Chapter Information, 1986-1988
Folder 33 NSFRE Legislative Affairs Committee, 1988
Folder 34 NSFRE Nominating Committee, 1995
Folder 35 NSFRE (ACFRE), 1992-1995
Folder 36 NSFRE Public Relations Committee Survey, 1990
Folder 37 NSFRE Developments/Loose Papers, 1993
Folder 38 Grassroots Project, 1996
Folder 39 External Affairs, 1996
Folder 40 Fund Raising Day, 1997
Folder 41 Treasurer’s Report, 1995-1997
Folder 42 Membership, 1996-1997
Folder 43 Memorial Contributions, 1996
Folder 44 Correspondence, 1996-1997
Folder 45 Metro Listing, 1997
Folder 46 First Course, 1996
Folder 47 National Correspondence, 1996
Folder 48 Job Description, 1996
Folder 49 Continuing Education, 1996
Folder 50 Collaborative Relationships, 1996
Folder 51 Holiday Party, 1996
Folder 52 Expenses, 1995-1996
Folder 53 Five Star Award, 1996
Folder 54 Ethics, 1997
Folder 55 Delegate Assembly, 1996
Folder 56 Focus Group, 1996
Folder 57 Fund Raising for Novices, 1996
Folder 58 Committee Volunteers, 1997
Folder 59 International Conference Scholarship, 1997
Folder 60 Internal Affairs, 1997
Folder 61 Internship, 1997
Folder 62 Volunteer in the 21st Century, 1997
Folder 63 Leadership Workshops, 1996
Folder 64 Mailing Lists, 1997
Folder 65 Paid Administrator, 1997
Folder 66 International Conference, 1997
Folder 67 President’s Acceptance Speech, JAB, June 18, 1998
Folder 68 NSFRE By-Laws, 1998
Folder 69 NSFRE Budgets, 1997
Folder 70 Certification, 1998
Folder 71 Chapter Treasury Campaign, 1999
Folder 72 Delegate Assembly, 1997

Box 3
Folder 1 Delegate Assembly, 1999
Folder 2 Diversity Committee, 1995
Folder 3 Ethics Committee, 1995 and 1997
Folder 4 Faculty Training, 1999
Folder 5 Legal/Financial, 1993-1994
Folder 6 Income/Expense Transmittal Forms NSFRE, 1997-1998
Folder 7 NSFRE Fiscal Year Adjustment, 1997
Folder 8 Five Star Award, 1995-1996
Folder 9 Miscellaneous Foundation Committee, 1994-1998
Folder 10 Benchmark Presentation, Fund Raising Day, April 7, 1998
Folder 11 NSFRE Goals, 1997
Folder 12 Grassroots Pilot Program, 1995
Folder 13 NSFRE Leave a Legacy, 1997
Folder 14 Legislative Information, 1995-1998
Folder 15 Chapter Leadership, 1998
Folder 16 NSFRE Luncheon, 1995
Folder 17 Membership Application, 1995
Folder 18 Mentoring Program, 1996
Folder 19 NSFRE National Assembly, 1997
Folder 20 New Governance Structure, May 1998
Folder 21 Organizational Chart, Board of Directors, 1997-1998
Folder 22 Position Descriptions, 1998-1999
Folder 23 NSFRE Position Descriptions, 1996-1999
Folder 24 Outreach Committee, 1998
Folder 25 Pittsburgh Planned Giving Council, 1996
Folder 26 President’s Message – National, 1998
Folder 27 Board Planning Meeting, 1995
Folder 28 Annual Chapter Plan, 1993-1994, 1996-1997, 1997-1998
Folder 29 Public Relations, 1998
Folder 30 President’s Mailings, 1998-1999
Folder 31 Program Committee, 1995-1998
Folder 32 NSFRE – Resignations, 1997
Folder 33 Board Retreat, January 12, 1998
Folder 34 Board Retreat, August 8, 1997
Folder 35 Strategic Direction 2000, 1999
Folder 36 NSFRE Scholarship Program, 1998
Folder 37 NSFRE Nominating Committee, 1998-1999
Folder 38 National Philanthropy Day – Barbara N. Trehar, CFRE,
Folder 39 Awards Committee – Dee Jay Oshry, 1999
Folder 40 Awards Committee – Dolly Ellenberg, CFRE, 1998
Folder 41 Special Chapter Consultants – Fred Leasure and Greg Omiros, 1998
Folder 42 Janet A. Bartlett – Expenses to Rebecca, 1998-1999
Folder 43 Foundation – Diane M. Banna and Elliot S. Oshry, CFRE, 1998-1999
Folder 44 Every Member Campaign, 1998-1999
Folder 45 IPP – Janet C. Emery, CFRE, 1998
Folder 46 Nominating Committee – Janet C. Emery, CFRE, 1999
Folder 47 Historian – Jill Murchak, CFRE 1999
Folder 48 VP Education – Wayne R. Fedele, CFRE, 1998
Folder 49 Fund Raising Day – Laurie Anderson, 1999
Folder 50 Program Committee – Scott M. Jones and Martha Tiani, CFRE, 1999
Folder 51 Ethics Education – Roberta Moore, CFRE, 1998
Folder 52 Ethics Education – Linda Maynard, 1998
Folder 53 Certification – Jane Berkey, CFRE, 1999
Folder 54 VP Membership – Sharron Sherrill, CFRE, 1999
Folder 55 Assistant VP Membership – Jerry Mote, CFRE, 1998
Folder 56 Outreach Committee – Patricia S. Holmes, CFRE, 1999
Folder 57 Diversity Committee – Jeffrey Richardson, 1999
Folder 58 VP Communication Services – Larry Karnoff, CFRE, 1999
Folder 59 Legislative Information – Karen Galentine, 1999
Folder 60 Public Relations – Barbara L. Becker, 1998
Folder 61 Scholarship – William D. Speidel, 1998
Folder 62 Certification – Karen Petrucelli, 1998
Folder 63 Member Recognition and Newsletter – Tammy Aupperly, 1999
Folder 64 Treasurer – Rebecca A. Hebert, CFRE, 1998
Folder 65 Secretary – Celia A. Hindes, CFRE, 1998
Folder 66 General Correspondence, Janet A. Bartlett, 1999
Folder 67 Correspondence to National – Janet A. Bartlett, 1998
Folder 68 Correspondence Janet faxed to NSFRE members, June, 1997
Folder 69 Correspondence Janet faxed to NSFRE members, June, 1997
Folder 70 Administrator, 1995
Folder 71 Annual Reports, 1995
Folder 72 Archive Project and Transfer or Records Report, 1998
Folder 73 Correspondence to NSFRE Board Members, July 1991
Folder 74 Chapter Membership List, 1980
Folder 75 Updated By-Laws, September 20, 1991
Folder 76 NSFRE – WPA Budget, 1991-1992
Folder 77 NSFRE – WPA Schedule of Programs, 1989-1990
Folder 78 NSFRE – WPA Officers, 1988-1989
Folder 79 Newsletter Budgets, 1995-1998
Folder 80 NSFRE Annual Report, 1995
Folder 81 Chapter Award for “Every Member Campaign,” 1997
Folder 82 Development Summit Brochures, 2003-2005
Folder 83 NSFRE – WPA Board Job Descriptions, 1996-1997
Folder 84 Holiday Party Information, 1996
Folder 85 Draft for Annual Plan, 1996-1997
Folder 86 Program Evaluation – Legislative Affairs, 1996
Folder 87 Program Evaluation – Prospect Research for Grass Roots Organization, 1996
Folder 88 Program Evaluation – Grantmakers’ Common Application Form, 1996
Folder 89 Scholarship Information, June 20, 1996
Folder 90 NSFRE – WPA Board Member List, July 15, 1996
Folder 91 NSFRE – WPA Board Member List, January 10, 1997
Folder 92 Board of Directors Retreat, July 12, 1996
Folder 93 Fee Vote, March 7, 1996
Folder 94 Nominating Committee, 1996-1997
Folder 95 Nominees for Director at Large, December 1, 1988
Folder 96 National Philanthropy Day Resolution Co-Sponsors as of, July 10, 1991
Folder 97 NSFRE Public Relations Committee Plan, 1991-1992
Folder 98 Association of Fundraising Professionals – Chapter Presidents List, 2009