How to Assess and Reimagine
Your Society’s Local Network

The Fraternal Chapter Toolkit is designed for fraternal department directors to work with both home office leadership and chapter officers for revitalization.

Containing two main sections, the Toolkit will take the fraternal staffer on a step-by-step journey to evaluate and measure current systems and to create a framework for a new beginning or to improve upon current practices.

Developed with a nonprofit volunteer expert, and a former fraternal department executive, the Toolkit provides unique insight and strategies. Input by the Alliance’s Fraternal Chapter Toolkit Cohort brings extra value to our customized product!

Toolkit Fees & Features

Cost for Fraternal Chapter Toolkit Cohort Members: $225
(see list below for participants)
Alliance Member Price: $425
Non-Member Price: $2,000

Includes:

• Printed Flowcharts for Activity Tracking

• Multiple Worksheets, Articles, Best Practices, Institutional Documents

• Kick-off Webinar in Late Fall of 2025

• Quarterly Webinars in 2026

Fraternal Department: Internal Home Office Activities

• Defining & Communicating Society Mission

• SWOT Analysis of Chapter Network

• Measuring Chapter Impact

• Assessing Fraternal Department Budget

• Funding & Incentivizing Chapters

• Compliance and Internal Controls (IRS, Model Fraternal Code, Bylaws)

• Defining Technology & Communication Needs

• Volunteer Leadership Recruitment & Management Plan

• Agent Engagement Plan

Chapter Management - External

Chapter Assessment & Actions

• Active vs Dormant

• Support, Revive, Sunset

Chapter Leadership & Volunteer Management

• Understanding Society Mission

• Leader Assessment

• Training & Onboarding

• Succession Planning

• Compliance

• Financial

• Membership Growth & Engagement

  • Recruitment

  • Event Planning

  • Communicating Member Benefits

Our Experts

Dr. Randa Zalman, Associate Professor, Marketing and MBA Director at Bellevue University
Randa’s combination of nonprofit knowledge and fraternal benefit society wisdom puts a definitive stamp on the Toolkit.

Kate Shafer, Alliance Director of Membership & Engagement
Kate’s knowledge of the fraternal sector and her past experience as a fraternal department leader brings unique insight to the Toolkit.

Allison Koppel, Alliance CEO
Allison’s tenure within the fraternal sector, aiding members of small to large has added an invaluable nuance to the toolkit making it broadly applicable.

Kendra Ansley, Alliance Managing Director
Kendra’s process-driven mindset gives the Toolkit helpful structure.

Chapter Toolkit Cohort Participants
These societies will receive the $225 reduced price for helping develop the Toolkit.
A discount code will be supplied by the Alliance.

• 1891 Financial Life

• AMLA

• CSA Life

• FCSLA

• Foresters

• GBU Life

• Gleaner Life

• Hermann Sons

• KJZT

• KSKJ Life

• LPSCU

• Modern Woodmen

• NSS Life

• Polish Falcons

• Royal Neighbors

• SPJST

• TPA

• Trusted Fraternal Life