Contents
After completing The Affiliate Tool Kit for NAMI North Carolina’s local chapters, we offered a generic version ready for other state affiliates to customize. We included sample text from the NAMI North Carolina version.
Thank You
Support, Education & Advocacy
- A Brief History of Our Organization
- What We Do
Your Affiliate’s Role—An Overview
- Support, Education & Advocacy
- Memberships & Dues
- Setting Dues Amounts
- Dues Sharing
- NAMI Building Blocks
- Member Services
- Community Relations
- Funding Your Affiliate
- Affiliates’ Checklist for Excellence
From Support to Education to Advocacy
- Key Affiliate Programs
- Strategies for Getting & Keeping Members
Who Does What at Your State Office
- People
- Programs
- Call on Us
Organizing for Success
- Bylaws
- Incorporating Your Affiliate
- Non-Profit Tax Status
What Affiliate Officers & Board Members Do
- What the Board of Directors Does
- What the President Does
- What the Vice President Does
- What the Secretary Does
- What the Treasurer Does
- Notes for Board Members: About Those Bylaws
- Notes for Officers & Board Members: About Those Goals, Priorities & Strategic Plans
- Notes for Officers, Board Members & Committee Heads: About Those Responsibilities & Tasks
- Notes for Officers: About Those Meetings You’re Supposed to Run
- Notes for Treasurers: About Those Dues You’re Supposed to Collect
- Notes for Treasurers: About Those Books & Records You’re Supposed to Keep
- Notes for Treasurers: About That Budget You’re Supposed to Prepare
How Affiliates Get Things Done
- Notes for Committee Heads: Making Committee Assignments
Committees Providing Support Services
- What the Affiliate Contact Does
- Notes for Affiliate Contacts: About Getting the Job Done
- Notes for Affiliate Contacts: About Those Questions You’re Supposed to Answer
- What Family Support Group Coordinators Do
Committees Providing Education Services
- Advocacy at the Affiliate Level
- Notes for Legislative Contacts: Helping Affiliate Members Understand the Issues
- Affiliate Fund Raising
- Notes for Affiliate Fund Raisers: About Those Special Events
Committees Providing Member Services
- Member Services Notes: About Recruiting New Members & Retaining Current Ones
- Member Services Notes: About Your Meeting Facility
- Notes for New Member Contacts: Integrating New Members into the Affiliate
- Notes for Member Services: Issuing Alerts to Affiliate Members
- Community Relations for Your Affiliate
- Community Relations Notes: About Your Affiliate’s Relationship with Your State Mental Health Agency
- Community Relations Notes: About Your Affiliate’s Contacts with Advocacy Groups
- Community Relations Notes: About Those Other Community Contacts
- Community Relations Notes: About Those Media Contacts
Nuts & Bolts—Managing Basic Affiliate Operations
- Ongoing Affiliate Communications
- Bank Account
- Post Office Box
- Bulk Mail Permit
- Financial Records
- Member Records
Computer Support
- Recommended Hardware
- Recommended Software
- Free Email
- Get Some Help
When It’s Time for a Tune Up
- Signs Your Affiliate Needs a Tune Up
- Signs Your Tune Up Worked
NAMI [YOUR STATE] Bylaws
- Sample Affiliate Bylaws
Organizing a New Affiliate
Tips for Effective Legislative Interaction
- Contacting Legislators
Incorporating Your Affiliate
Your Affiliate & the IRS
- Form SS-4
- Changing Your Affiliate’s Name or Address
- Filing for Tax-Exempt Status Form 8718
- Form 1023
- Step-by-Step Guidelines for Completing Form 1023
- Form 990 or 990EZ
- Determination Letter
- Need Help?
- Need Forms?
Publishing Your Affiliate Newsletter
- Newsletter Goals
- Story Lists
- Writing & Editing
- Graphic Design
- Printing
- Circulation
Member to Member Essays
Let’s Talk About Your Marketing Communications Goals and Challenges!
If you’re looking for help with writing, graphic design and marketing communications and you like the portfolio samples you see here, contact me to schedule a telephone call to explore the possibilities of a collaboration. Of course, there is no cost or obligation for the call.