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MEMBERSHIP CATEGORIES & FEES Philanthropic Grantmaking entities, including: private foundations, community foundations, corporate giving programs, United Way organi- zations, donor advised funds and giving circles. Current staff, donors and/or trustees of eligible institutions may join under this category. Institutional: $2,500 (endowment less than $150M) $5,000 (endowment $150M - $499M) $10,000 (endowment of $500M and greater) Individual: $200 Nonproft Non-grantmaking nonprofit organizations with 501 (c) (3) statuses from the IRS including: educational institutions, civic and fraternal organizations, faith institutions and other public charities. Current staff, trustees or donors (proof of donation required) of eligible organizations may join under this category. Organization: $250 (budget less than $500K) $500 (budget $500K - $999K) $1,000 (budget $1M - $4.9M) $2,000 (budget of $5M and greater) Individual: $100 Industry Partner Any firm, corporation or other business organization that provides professional services (ex. advisory, consulting or management) to foundations and is interested in the objectives of ABFE. Firm/Institution/Investment Management Firm: $750 (AUM less than $500M) $1,500 (AUM $500M - $1.9B) $2,500 (AUM of $2B and greater) General Consulting Firms/Search Firms, etc.: $1,000 Individual/Independent Consultant: $300 I WOULD LIKE TO JOIN ABFE! Name Organization Address City, State, Zip Phone Email * Your email address will be used for membership purposes only and will not be shared. Membership Categories & Fees (Please check one) Payment Information: Visa MasterCard American Express Check Card No. Exp. SEC Cardholder Name Important Note: Please make checks payable to “ABFE” For more information regarding membership with ABFE, contact Natalie Diaz, Membership Coordinator, at (646) 237-4088 or [email protected]. Thank You for Your Support! ABFE STAFF Susan Taylor Batten President and CEO Email: [email protected] Marcus F. Walton Chief Operating Officer Email: [email protected] Erika Seth Davies Director of External Affairs Email: [email protected] Edward M. Jones Director of Programs Email: [email protected] Joshua Powers Director of Knowledge Management Email: [email protected] Lynne H. Algrant Professional Development Coordinator Email: [email protected] Natalie J. Diaz Membership Coordinator Email: [email protected] Floria Abney Administrative Associate Email: [email protected] Philanthropic Institutional: $2,500 $5,000 $10,000 Individual: $200 Nonproft Organization: $250 $500 $1,000 $2,000 Individual: $100 Industry Partner Firm/Institution/Investment Management Firm: $750 $1,500 $2,500 General Consulting Firms/ Search Firms, etc.: $1,000 Individual/Independent Consultant: $300

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Page 1: Philanthropic - ABFEA Philanthropic Partnership for Black Communities 333 Seventh Avenue, 14th Floor New York, New York 10001 Phone: (646) 230-0306 Email: information@abfe.org ABOUT

MEMBERSHIP CATEGORIES & FEES

PhilanthropicGrantmaking entities, including: private foundations, communityfoundations, corporate giving programs, United Way organi-zations, donor advised funds and giving circles. Current staff,donors and/or trustees of eligible institutions may join underthis category.

Institutional:

• $2,500 (endowment less than $150M)• $5,000 (endowment $150M - $499M)• $10,000 (endowment of $500M and greater)

Individual:

• $200

NonprofitNon-grantmaking nonprofit organizations with 501 (c) (3)statuses from the IRS including: educational institutions, civicand fraternal organizations, faith institutions and other publiccharities. Current staff, trustees or donors (proof of donationrequired) of eligible organizations may join under this category.

Organization:

• $250 (budget less than $500K)• $500 (budget $500K - $999K)• $1,000 (budget $1M - $4.9M)• $2,000 (budget of $5M and greater)

Individual:

• $100

Industry PartnerAny firm, corporation or other business organization that providesprofessional services (ex. advisory, consulting or management)to foundations and is interested in the objectives of ABFE.

Firm/Institution/Investment Management Firm:

• $750 (AUM less than $500M)• $1,500 (AUM $500M - $1.9B)• $2,500 (AUM of $2B and greater)

General Consulting Firms/Search Firms, etc.:

• $1,000

Individual/Independent Consultant:

• $300

I WOULD LIKE TO JOIN ABFE!

Name

Organization

Address

City, State, Zip

Phone

Email

* Your email address will be used for membership purposes only and will not be shared.

Membership Categories & Fees (Please check one)

Payment Information:

Visa MasterCard American Express Check

Card No. Exp. SEC

Cardholder Name

Important Note: Please make checks payable to “ABFE”

For more information regarding membership with ABFE,contact Natalie Diaz, Membership Coordinator,

at (646) 237-4088 or [email protected].

Thank You for Your Support!

ABFE S

TAFF

Susan Taylor BattenPresident and CEOEmail: [email protected]

Marcus F. WaltonChief Operating OfficerEmail: [email protected]

Erika Seth DaviesDirector of External AffairsEmail: [email protected]

Edward M. JonesDirector of ProgramsEmail: [email protected]

Joshua PowersDirector of Knowledge ManagementEmail: [email protected]

Lynne H. AlgrantProfessional Development CoordinatorEmail: [email protected]

Natalie J. DiazMembership CoordinatorEmail: [email protected]

Floria AbneyAdministrative AssociateEmail: [email protected]

PhilanthropicInstitutional:

$2,500$5,000$10,000

Individual: $200

NonprofitOrganization:

$250 $500 $1,000 $2,000

Individual: $100

Industry PartnerFirm/Institution/Investment Management Firm:

$750 $1,500 $2,500

General Consulting Firms/Search Firms, etc.:

$1,000

Individual/Independent Consultant:

$300

Page 2: Philanthropic - ABFEA Philanthropic Partnership for Black Communities 333 Seventh Avenue, 14th Floor New York, New York 10001 Phone: (646) 230-0306 Email: information@abfe.org ABOUT

A Philanthropic Partnershipfor Black Communities

333 Seventh Avenue, 14th FloorNew York, New York 10001

Phone: (646) 230-0306Email: [email protected]

www.abfe.org

ABOUT ABFEABFE is a membership-based philanthropic organization that advocates for responsive and transformative investments in Blackcommunities. Partnering with foundations, nonprofits and individuals, ABFE provides its members with professional development andtechnical assistance resources that further the philanthropic sector’s connection and responsiveness to issues of equity, diversity andinclusion. Established in 1971 as the Association of Black Foundation Executives, the organization was credited with many ofphilanthropy’s early gains in diversity. It since has evolved into an influential network. In 2013, the organization shed its descriptor andadopted the simpler ABFE (ab-fee) to better reflect its broadening membership. For more information, visit www.abfe.org.

ABFE PROGRAMMATIC HIGHLIGHTSABFE concentrates its efforts on four basic areas of programming and activity to support its members, as well as to influence the field inways that ultimately benefit Black communities:

MISSIONTo promote effective and responsive philanthropy in

Black communities.

VISIONBy 2015, ABFE will be central to a movement of grantmaking

entities, donors and nonprofits to improve outcomes for Black communities and the country as a whole.

AdvocacyABFE uses its position and networks in the field to share infor-mation for the express purpose of influencing policies andpractices in the field that may hinder the success of Black pro-fessionals or communities.

Knowledge, Training and Technical AssistanceABFE has developed Responsive Philanthropy in Black Com-munities (RPBC), a framework for grantmaking that supportsthe dignity of communities and optimizes inherent strengthsto ensure better outcomes for Black communities. is newoffering to the field provides tools and consultants to helpfunders employ the framework.

Networking and ConveningABFE offers a variety of opportunities for members and otherprofessionals in the field to exchange information and ideas,and to cultivate productive relationships that often result inlearning, co-investment, and expanded social and professionalopportunities and communities.

Professional and Leadership DevelopmentPrimarily focused on members’ interests, ABFE provides infor-mation and other resources that inform grantmaking strategiesand support career and leadership development for Black pro-fessionals in the field.

ABFE M

EMBER

SHIP

PRO

GRAM

FEA

TURES

• Complimentary job posting op-portunities on www.abfe.org anddistributed through our social net-works (Institutions and Organiza-tions only)

• Priority event registration and dis-count admission to ABFE events

• Membership covering up to sevencolleagues (Institutions and Or-ganizations only)

• Access to ABFE designed programsresponding to diversity, inclusionand equity

• Exclusive invites to regional andnational networking events, peerexchanges, and grantmaker-ledevents and programming

• Access to ABFE designed skillbuilding programs on wealth andstrategic giving (Industry Partnersonly)

• Access to ABFE’s membership net-work, and directory of ABFE affili-ated investment managers andexecutives

• Management assistance

• 20% off subscriptions to The Foun-dation Review, the first peer re-viewed journal of philanthropy,written by and for foundation staffand boards, and those who workwith them implementing programs

• Opportunities to create workinggroups focused on fields of inter-est, functional areas of foundationoperations, or populations

• Editorial privileges and guestcolumnist opportunities throughquarterly e-newsletter ABFE news

• Brand awareness opportunitiesby means of ABFE’s website andprint materials (Institutions andOrganizations only)

• Nomination privileges for ABFE’sBoard of Directors, awards, andrecognition opportunities (i.e.James A. Joseph Lecture, Patino-Moore Legacy Award, EmergingLeader, etc.)

• Selection committee participationfor ABFE awards and recognitionevents

• Complimentary subscription toEmerging Manager Monthly, theonly financial services industrynewsletter focusing exclusivelyon emerging managers

• NEW in 2014! Personal and careerdevelopment through workshops,retreats and individual consulta-tions offered by the Black CoachingInitiative

Membership provides access to a wealth of valuable benefits that start immediately. To view a full list of our membership benefits and to stay connected with ABFE, visit our website, www.abfe.org.