A Guide to the Records of the First Virginia Chapter of the Association of Fundraising Professionals
1981-1997
First Virginia Chapter of the Association of Fundraising Professionals, A Guide to the Records of
2011.12.26.
A Collection in
Roanoke Public Libraries
Accession Number 2011.12.26
Roanoke Public Libraries
Roanoke Public Libraries
706 South Jefferson Street
Roanoke, Virginia 24016 USA
Phone: (540) 853-2073
Email:
virginiaroom@gmail.com
URL:
http://www.roanokeva.gov/library © 2014 By the Roanoke Public Libraries. All rights reserved.
Processed by:
Special Collections Staff
Repository
Roanoke Public Libraries
Accession Number
2011.12.26
Title
A Guide to the Records of the First Virginia Chapter of the Association of Fundraising Professionals
Physical Characteristics
5 record storage boxes
Language
English
Access Restrictions
There are no restrictions.
Use Restrictions
There are no restrictions.
Preferred Citation
Records of the First Virginia Chapter of the Association of Fundraising Professionals, Accession #2011.12.26, Roanoke Public
Libraries, Roanoke, VA
Acquisition Information
First Virginia Chapter, Association of Fundraising Professionals
In January of 2001 the National Society of Fundraising Executives (NSFRE) changed its name
to Association of Fundraising Professionals (AFP). The Society had begun when the National
Society of Fundraisers (NSFR) was chartered by the state of New York in June 1960.
The first local chapter of NSFR was founded in New York City in July 1964 and had formerly
been known as the Association of Fund Raising Directors (AFRD). In May 1965 the second
chapter of NSFR was formed when the Fund Raisers Association of the National Capital,
located in Washington, D.C., also joined NSFR. By the end of the 1970s there were 23
chapters, including one in Canada. In 1977 NSFR moved its national offices from New York
to Washington, D.C. and changed its name to the National Society of Fundraising Executives
(NSFRE).
The First Virginia Chapter of NSFRE began formally meeting in October 1981. The name of the
chapter was selected because it was the first chapter in the state of Virginia. Though the official
charter date of the First Virginia Chapter of NSFRE was March 1982, preliminary meetings
between founding members Clai Wilcox and Jesse Kent go back to early 1981. The first chapter
newsletter was published in October 1981 and reported on the election of the first president
of the chapter, Claiborne (Clai) Wilcox, Jr. In December 1981 the National Board of NSFRE
approved the charter of the First Virginia Chapter of NSFRE, which became the 38th chapter of
NSFRE.
From the beginning, a primary purpose of the new chapter was to provide educational
opportunities for members and the fund raising community. So the chapter began a successful
series of institutes on fund raising, which became a national model for fund raising education.
Certification became an important issue for the chapter, and many members sought and achieved
certification.
Chapter meetings were held on the second Tuesday of the month and the chapter’s newsletter
was named The Second Tuesday in July 1982.
The second (1983) president of the chapter, Jesse (Jess) E. Kent, collected and retained a large
portion of the records contained in this collection. His records are by far the most numerous
of the chapter presidents and extend far beyond his years in office, into the tenures of other
presidents.
The collection of First Virginia Chapter, Association of Fundraising Professionals Records
1981-1997 is contained in 5 record storage boxes, a total of 6.25 linear feet, and is located in the
Virginia Room of the Roanoke Public Libraries in Roanoke, Virginia. All materials are foldered
in acid free, labeled folders.
The collection contains correspondence, financial records, membership lists, meeting agendas
and minutes, newsletters, statements of goals and objectives, by-laws and other official records.
There are many documents, programs, brochures and various records relating to institutes,
conferences, workshops, and other educationally related professional activities sponsored by the
chapter and other professional organizations for fund raisers, including the National Society of
Fundraising Executives (NFSRE). Also included are detailed lists of presenters and attendees at
institutes, workshops and various events sponsored by the chapter. Newspaper clippings related
to chapter members and activities are interfiled with related materials. Some audio cassette tapes
and VHS video tapes of educational programs are included among the other materials.
The oldest dated run of materials in the collection coincides with the tenure of the first president
of the chapter, Clai Wilcox, at the time of the founding of the chapter in 1981. The latest
materials in the collection are from the tenure of chapter president Harold Uhl in 1997.
The original order of the materials was retained in processing and there are several roughly
chronological sequences in the collection, which mostly follow the tenures of the chapter
presidents. However the order of materials is not strictly chronological and some presidential
papers are not chronologically arranged. But to preserve the original order of the materials,
the various series are arranged by presidential tenures as they appeared in the unprocessed AFP
Collection. And the bulk of many of the materials come from the files of Jesse Kent, the second
president of the chapter, who held the office in 1983, and who carefully collected and retained
a large portion of the records contained in this collection throughout his association with the
chapter. His records are by far the most numerous of the chapter presidents and extend far
beyond his years in office into the tenures of other presidents. Some of the chapter presidents
retained fewer records and so the documentation of their time in office is not as complete as
others.
The presidents of the First Virginia Chapter, Association of Fundraising Professionals, from
the founding of the chapter through 1997, were: Clai Wilcox (1981-1982), Jesse Kent (1983),
Jerry Ocorr (1984), Everett Werness (1985), J. Andreé Brooks (1986), David Prestipino (1987),
Jennie Sue Murdock (1988), Donna Massey (1989), Bob Kulinski (1990), Jared (Jerry) Close
(1991), Bill Bowen (1992), Linda Dodge (1993), Nancy Prillaman (1994), Gail Gregory (1995),
Katherin Anderson (1996), and Harold Uhl (1997). Series are arranged under their names, but
not strictly chronologically.
The documents are generally arranged chronologically by the President of
the Chapter, though in some cases they are also arranged topically. The original order of the documents was
maintained.
Box 1
Folder 1
Claire Wilcox: Correspondence, financial records, meetings, clippings
1981-1982
Folder 2
Claire Wilcox: Newsletters, workshops-lists of attendees and presenters
1981-1982
Folder 3
Claire Wilcox: Charter members, by-laws, evaluations
1981-1982
Folder 4
Jesse Kent: NSFRE Survey Course, 2 cassettes
1983
Folder 5
Jesse Kent: Newsletters
1983
Folder 6-7
Jesse Kent: Reports, minutes, correspondence
1983
Folder 8
Jesse Kent: Institute
1983
Folder 9
Jesse Kent: Boston conference
1983
Folder 10
Jesse Kent: Committees, by-laws
1983
Folder 11
Jesse Kent: Membership
1983
Folder 12
Jesse Kent: Seminars, news clippings
1983
Folder 13
Jerry Ocorr: Financial statements
1984
Folder 14
Jerry Ocorr: Institute, brochures, financial statements, list of participants
1984
Folder 15
Jerry Ocorr: Newsletters, brochures
1984
Folder 16
Jerry Ocorr: Membership lists
1984
Folder 17
Everett Werness: Harrison Heritage Center, news clippings, brochures, by-laws
1985
Folder 18
Jesse Kent: Brochures, newsletters
1985
Folder 19-20
Jesse Kent: Minutes
1985
Folder 21
Everett Werness: Certification, membership rosters, correspondence
1985
Folder 22
Everett Werness: Financial statements, agendas, newsletters, miscellaneous
1985
Folder 22-24
Everett Werness: Workbook
1985
Folder 25
Everett Werness: Financial statements, minutes
1985
Folder 23
David Prestipino: Minutes, financial statements, newsletters, miscellaneous
1987
Box 2
Folder 1
Jennie Sue Murdock: Minutes, newsletters, financial statements, miscellaneous
1988
Folder 2
Donna Massey: Newsletters, financial statements, miscellaneous
1989
Folder 3
Bob Kulinski: Minutes, newsletters, financial statements, miscellaneous
1990
Folder 4
J. Andreé Brooks: Harrison Heritage and Cultural Center, Miscellaneous
1986
Folder 5
J. Andreé Brooks: Philanthropy, National Philanthropy Day, newsletters, miscellaneous
1986
Folder 6
J. Andreé Brooks: Special events seminars, Institute, financial statements, minutes, membership lists, miscellaneous
1986
Folder 7
J. Andreé Brooks: Institute, miscellaneous
1986
Folder 8
J. Andreé Brooks: Public relations, historian, photographs, negatives
1986
Folder 9
J. Andreé Brooks: NSFRE Institute
1986
Folder 10
Jesse Kent: Major Money video
1986
Folder 11
J. Andreé Brooks: Annual reports, newsletters
1986-1987
Folder 12
J. Andreé Brooks: NSFRE Board of Directors
1984-1986
Folder 13
J. Andreé Brooks: NSFRE Chapter Manual
1986
Folder 14
David Prestipino: By-laws, certification, agendas, minutes, Institute
1987
Folder 15
David Prestipino: Meetings, agendas, financial statements, miscellaneous
1987
Folder 16
Jennie Sue Murdock: Handbook, conference program
1988
Folder 17-18
Jennie Sue Murdock: Chapter manual, by-laws, minutes, financial statements, miscellaneous
1988
Folder 19
Jennie Sue Murdock: Library, minority outreach, miscellaneous
1988
Folder 20
Jennie Sue Murdock: The Idea Machine video
1988
Folder 21
Donna Massey: Miscellaneous, membership, meetings, financial statements, keychains, diskette of back issues of NSFRE newsletters,
1989
Box 3
Folder 1
Donna Massey: Miscellaneous, meetings, programs, financial statements
1989
Folder 2
Donna Massey: Committees, Institute, library, philanthropy, newsletter, publicity
1989
Folder 3
Donna Massey: Committees, Institute, miscellaneous
1989
Folder 4
Bob Kulinski: Meetings, minutes, financial statements, newsletters, surveys
1990
Folder 5
Bob Kulinski: Meetings, minutes, financial statements, newsletters, surveys
1990
Folder 6
Jesse Kent: Miscellaneous, seminar, by-laws
1991
Folder 7
Jesse Kent: Miscellaneous, mission, certification
1990
Folder 8
Miscellaneous, certification
1990
Folder 9
Jesse Kent: Statewide conferences on volunteerism, resumes, correspondence
1990
Folder 10
Jesse Kent: The Capital Campaign 1990, financial statements, correspondence, newsletters
1990
Folder 11
Jesse Kent: Special Event Fundraising
1990
Folder 12
Jared Close: Goals and objectives, minutes, meetings, investments, newsletters
1991
Folder 13
Jared Close: Financial statements, newsletters, conferences
1991
Folder 14
Bill Bowen: By-laws, list of files, nominations, conferences, miscellaneous
1992-1993
Folder 15
Bill Bowen: Conferences, newsletters, meetings, financial reports
1992-1993
Folder 16
Linda Dodge: Membership, conferences, financial reports, miscellaneous
1993-1994
Folder 17
Linda Dodge: Meetings, newsletters, financial reports, miscellaneous
1993-1994
Folder 18
Linda Dodge: By-laws, policies, miscellaneous
1993-1994
Folder 19
Nancy Prillaman: Annual report, goals, income tax form, financial reports, meetings, minutes,
1994-1995
Folder 20
Nancy Prillaman: Chapter service program, financial records, membership, meetings, correspondence, newsletters
1994-1995
Folder 21
Nancy Prillaman: Chapter service program, financial records, minutes, membership, correspondence, newsletters
1994-1995
Box 4
Folder 1
Nancy Prillaman: Minutes, meetings, reports, financial reports, recognition luncheon, miscellaneous
1994-1995
Folder 2
Gail Gregory: Minutes, newsletter, financial statements, IRS form, miscellaneous
1995-1996
Folder 3
Gail Gregory: Minutes, newsletter, financial statements, policies, nominations, miscellaneous
1995-1996
Folder 4
Gail Gregory: Minutes, newsletter, 1995 National Philanthropy Day
1995-1996
Folder 5
Katherin Anderson: National Philanthropy Day
1995
Folder 6
Katherin Anderson: National Philanthropy Day
1996
Folder 7
Katherin Anderson: National Philanthropy Day Manual
1996
Folder 8
Harold Uhl: NSFRE Anniversary Celebration
1997
Folder 9
Harold Uhl: Newsletters, financial statements, goals, minutes, also includes information from Katherin Anderson
1997
Folder 10
Jesse Kent: Fundraising Conference
1992
Folder 11
Jesse Kent: Fundraising Conference
1992
Folder 12
Jesse Kent: NSFRE Institute planning
1992
Folder 13
Jesse Kent: NSFRE Institute planning
1993
Folder 14
Jesse Kent: NSFRE Institute planning
1994
Folder 15
Jesse Kent: NSFRE Institute planning
1995
Folder 16
Jessie Kent: NSFRE Institute and National Conference
1995
Folder 17
Jesse Kent: NSFRE Institute, news clippings
1995
Folder 18
Jesse Kent: Roanoke Museum of Fine Arts Study Report
1990
Folder 19
Jesse Kent: Roanoke Museum of Fine Arts miscellaneous documents
1990
Folder 20
Jesse Kent: Roanoke Museum of Fine Arts interview forms and miscellaneous documents
1990
Folder 21
Jesse Kent: Roanoke Museum of Fine Arts brochures and exhibition catalogs
1990
Box 5
Folder 1
Giles Memorial Hospital
1987
Folder 2
Objectives, meetings, glossary, membership, miscellaneous records
1990
Folder 3
Miscellaneous collection of citations
1968
Folder 4
NSFRE Membership Directory
1985
Folder 5
Special events, miscellaneous correspondence
unknown
Folder 6
By-laws, special events
unknown
Folder 7
Membership list
unknown
Folder 8
NSFRE Correspondence, Fall membership drive
1986
Folder 9
Membership drives, by-laws
1984-1985
Folder 10
Satellite videoconference program guide for Major Money
1986
Folder 11
NSFRE correspondence, membership lists, miscellaneous
1982, 1986, 1990
Folder 12
NSFRE Institute
1989
Folder 13
NSFRE Institute brochures and guides
1989
Folder 14
NSFRE First Virginia Chapter conference on fund raising
1984
Folder 15
NSFRE correspondence, certification, brochures, newsletters, miscellaneous
1986-1990
Folder 16
NSFRE certification, newsletters, International Conference, miscellaneous
1990-1992
Folder 17
Charitable contributions
undated
Folder 18
Fundraising Seminar
1988
Folder 19
Certification, miscellaneous
unknown
Folder 20
NSFRE/PRSA Institute
1984
Folder 21
4 audio cassette tapes, unlabelled
undated
Folder 22
NSFRE certification
undated
Folder 23
NSFRE certification
1984
Folder 24
NSFRE certification, membership roster
undated
Folder 25
NSFRE certification, glossary
1990
Folder 26
NSFRE seminars
1990, 1992