Association of Fundraising Professionals Montana Chapter

### Context Profile for Association of Fundraising Professionals Montana Chapter

#### 1. Organization Mission & Cause
The Association of Fundraising Professionals (AFP) Montana Chapter is dedicated to advancing the profession of fundraising and supporting those involved in the philanthropic sector. Their mission is to promote ethical and effective fundraising practices, enhance professional development, and foster a community of fundraising professionals in Montana. They aim to empower fundraisers to innovate, inspire, and impact their communities through effective fundraising strategies.

#### 2. Type of Activities
- **Educational Events**: The organization hosts events such as the "2025 Annual Educational Summit" focusing on various topics relevant to fundraising, including Annual Giving, Community Foundations, and Planned Giving.
- **Workshops and Training**: Regularly scheduled Lunch & Learn sessions that provide opportunities for professional development and networking among fundraisers.
- **Networking Opportunities**: Events designed to connect fundraising professionals and share best practices.
- **Certification Credits**: Many of their educational offerings are approved for CFRE (Certified Fund Raising Executive) credits, enhancing the professional standing of participants.

#### 3. Tone of Voice
The tone of voice used by the AFP Montana Chapter is professional yet approachable. It is informative and supportive, aiming to inspire and motivate fundraising professionals. The language is clear and direct, focusing on the importance of community and collaboration within the fundraising sector. There is an emphasis on professionalism, ethics, and continuous learning.

#### 4. Emoji Usage
The website and communications do not prominently feature emojis. The tone remains formal and professional, which aligns with the nature of their audience—fundraising professionals who may prefer straightforward and serious communication.

#### 5. Key Facts
- **Founding Info**: Part of the larger Association of Fundraising Professionals, which has chapters worldwide.
- **Scale**: The Montana Chapter engages with a community of fundraising professionals across the state, offering resources and support.
- **Impact Metrics**: While specific metrics are not detailed on the website, the chapter emphasizes professional development and ethical fundraising practices as core impacts.
- **Volunteer Info**: The organization likely encourages volunteer involvement, but specific details are not provided on the website.

#### 6. Writing Guidelines
- **Clarity and Precision**: Use clear and concise language that conveys information effectively.
- **Professional Tone**: Maintain a professional and respectful tone throughout all communications.
- **Inspiration and Empowerment**: Incorporate motivational language that encourages fundraising professionals to innovate and collaborate.
- **Call to Action**: Include clear calls to action in communications, inviting participation in events, workshops, and membership.
- **Consistency**: Ensure consistency in branding and messaging across all platforms, reflecting the values of the organization.

This context profile serves as a foundational guide for creating tailored content that resonates with the audience of the AFP Montana Chapter, ensuring alignment with their mission and values.

LXCL:Two-day summit including continental breakfast and lunch on both days.

AFP Member

Non AFP Member

Association of Fundraising Professionals Montana Chapter presents the 2026 Annual Educational Summit- Pathways in Planned Giving: From Simple Gifts to Complex Strategies held on October 22 &amp; 23rd at the First Interstate Bank Operations Center, 1800 6th Ave. N, Billings, Montana. &nbsp; &nbsp; The event will feature an 8-module Donor Advised Funds session conducted by Dr. Sandra Ehrlich and Kristen Raack. &nbsp;Additional session topics include prospect research, wills, bequests, QCDs, and intermediate and advanced Planned Giving tracks. Application for 10 CFRE credits pending.

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box-sizing: inherit;">Last name,<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;"> <p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">Thank you for your registration to the 2026 Annual Educational Summit&nbsp;<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;"> <p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">📭 &nbsp; at First Interstate Bank Operations Center, 1800 6th Ave. N, Billings, MT<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">⌚ &nbsp; On <span contenteditable="false" data-custom-variable="{{date-variable-897da340-278d-427f-a6b7-600d6d0dc7b3}}" fr-original-class="fr-deletable styled-tag-chip " fr-original-style="" style="color: rgb(42, 42, 196); overflow-wrap: anywhere; user-select: none; background-color: rgb(248, 248, 255); border: 1px solid rgb(191, 191, 255); border-radius: 4px; margin: 0px; padding: 1px 8px; font-size: 11px; display: inline-block; box-sizing: inherit;">Date<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;"> <p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">Please consider telling your friends about this wonderful event!&nbsp;<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;"> <p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">Additional details will be sent as we get closer to the event date.<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;"> <p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">Kind regards,<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;"> <p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">Educational Summit Committee<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">AFP Montana Chapter<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;"> <p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">Questions/additional information contact:<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">Sara Hofer<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">sara@yellowstonefoundation.org<p fr-original-style="width:100%;margin-top:0px;margin-bottom:0px;box-sizing:inherit;color:rgb(15, 14, 91);" style="width: 100%; margin: 0px; box-sizing: inherit; color: rgb(15, 14, 91); line-height: 1.5;">406-672-0029

Association of Fundraising Professionals Montana Chapter presents the 2026 Annual Educational Summit- Pathways in Planned Giving: From Simple Gifts to Complex Strategies held on October 22 &amp; 23rd at the First Interstate Bank Operations Center, 1800 6th Ave. N, Billings, Montana.     The event will feature an 8-module Donor Advised Funds session conducted by Dr. Sandra Ehrlich and Kristen Raack.  Additional session topics include prospect research, wills, bequests, QCDs, and intermediate and advanced Planned Giving tracks. Application for 10 CFRE credits pending.

Association of Fundraising Professionals Montana Chapter

2026 Annual Educational Summit- Pathways in Planned Giving: From Simple Gifts to Complex Strategies

1800 6th Ave N

AFP Member

$200

Non AFP Member

$250