Local Affiliate Structure

To deliver a consistent and quality member experience throughout the state, members in local affiliate areas could be organized under one of the following models, which are based on the size of the community, or alternative models can be developed, based on local needs and preferences.  Affiliates do not need formal boards and formal leadership positions like the National Committeeperson, Treasurer and President.  

 

Smaller Local Affiliate Group
This option allows members in smaller population centers to organize under the NAIFA banner as an affiliate group to network and share ideas and offer programming.
  • A smaller affiliate  group should have a minimum of three volunteer leaders willing to serve on statewide Membership, Advocacy and Programs teams
  • A smaller affiliate group should designate a group leader to serve as the primary point of contact with the state and be responsible for the success of the group. The group leader could be one of the three volunteers or another volunteer in addition to the three required volunteers.
  • The group can have more volunteers serving in leadership roles (see optional positions below)
  • The group may hold informal breakfast/lunch/social get-togethers to continue networking and connection among members and prospective members.
  • Smaller affiliate group members can attend local/regional affiliate programs throughout the state, giving them access to additional programming.
  • The state can provide administrative and marketing support for the group’s activities, with dues from group members covering the administrative and marketing costs, with all other expenses (if any) covered by meeting registration fees or sponsorships.
 
Larger Local Affiliate Group
This option provides members in larger population centers with access to more frequent and structured programming. 
  • Recommended size of a larger affiliate group is 50+ members.
  • A larger affiliate group should have a minimum of five volunteer leaders. Four of the leaders would serve on statewide Membership, Advocacy (both PIC & PAC) and Program teams, with the fifth volunteer serving as the affiliate chair
  • The group can have more volunteers serving in leadership roles (see optional positions below)
  • The group may hold meetings for professional development and education, social/networking with a recommendation of at least four times per year.
  • Larger affiliate group members can attend networking group or affiliate programs throughout the state, giving them access to additional programming.
  • The state can provide administrative and marketing support for a larger affiliate group’s activities, with dues from affiliate members covering the administrative and marketing costs, with speaker fees, meals and other expenses (if any) covered by meeting registration fees or sponsorships. Any excess funds generated from sponsorships or registration fees would be designated/restricted for use within that affiliate area.
 
Volunteer Leadership Roles for Affiliates
Affiliate Leader or Chair: This position has overall responsibility for recruiting volunteers and building the team of leaders in their area, ensuring that the affiliate has representation in membership, advocacy and programs and that volunteers are participating. If the affiliate would like to hold social events or secure sponsorships, the chair is responsible for recruiting coordinators to carry out those duties and ensuring the goals of the affiliate are achieved. The chair will report to a state board member (president, president elect, immediate past president), participating in phone calls to report what is working well in their area, sharing ideas and staying up to date with what is happening around the state. 

Membership Coordinator: The Membership Coordinator is responsible for building a team of volunteers to help recruit and retain members in their area. This position will work closely with the State Membership Chair, participating in conference calls. The membership coordinator is responsible for:
  • Ensuring all lapsed members are followed up with by someone in the area
  • Ensuring that new members are actively being recruited throughout the year
  • Executing an engagement program to welcome and engage all members
IFAPAC Coordinator: The IFAPAC coordinator is responsible for helping the state meet fundraising goals to support both state and federal candidates. This position will work with the State PAC Coordinator to track progress throughout the year. The PAC coordinator is responsible for:
  • Coordinating fundraising campaigns to solicit support and contributions
  • Ensuring all area members have signed their IFAPAC Member Directive 
APIC Coordinator: The APIC Coordinator is responsible for getting members involved in the political process and ensuring that relationships are built between members and all area elected officials (state and federal). Duties include:
  • Communicating APIC information and news to affiliate members 
  • Involving your affiliate members in federal legislative issues at the direction of NAIFA’s Government Relations Committee, including encouraging timely responses to NAIFA GovAlerts
  • Cultivating individual relationships with legislators by
    • Inviting members of Congress, state legislators and other elected officials to address the membership at area meetings
    • Providing opportunities for state and federal candidates to address the membership
    • Encouraging affiliate members to participate in the State Day on the Hill or National Congressional Conference
    • Planning additional opportunities for members to meet with legislators or candidates
Programs Coordinator: The Programs Coordinator is responsible for serving on the state programs committee, planning events around the state, offering national professional development opportunities and securing speakers to provide members with quality education and programs throughout the year. The Programs Coordinator will serve as the “host” of events in their area, with duties including:
  • Helping with logistics such as finding a local venue for events
  • Helping promote events to affiliate members
  • Recruiting a volunteer coordinator to line up volunteers for events (greeters, registration, etc.)
 
Optional Volunteer Leadership Positions for Local Affiliates
  • Community Relations Coordinator: This position leads the affiliate in charitable or community relations activities. They seek out and line up opportunities for community involvement with local organizations and line up volunteers for these opportunities. The Community Relations Coordinator will report to the Affiliate Chair about upcoming activities.
     
    Social Coordinator: This position will lead the affiliate’s social activities, including golf outings, YAT activities, awards, etc. The Social Coordinator will work with the Affiliate Chair and Programs chair to avoid conflicting events in the area. This position will also lead promotion and logistics of any social events the affiliate chooses to hold.  

    Member Engagement Coordinator: This position works closely with the Membership Coordinator to welcome all new members in the area. The Coordinator recruits a team of volunteers to welcome new members with a phone call or email, ensuring they receive personalized invitations to upcoming events and activities. 

    Volunteer Coordinator: This position works with the Programs Coordinator to line up volunteers for area events, including greeters, registration/check-in, etc. 

    Sponsorship Coordinator: If the affiliate wishes to secure sponsorship money for their use in additional activities such as golf outings, this position works to secure sponsorships from vendors for use by the affiliate. 

    Diversity Coordinator: This position focuses on serving diverse populations and practice specialties, including new advisors.