blue strike webinar introduce your board to fundraising - mar. 25, 2014

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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org BLUE STRIKE WEBINAR: INTRODUCE YOUR BOARD TO FUNDRAISING Join the webinar online. Go to: http:// fuze.me/23437559 Enter the meeting number 23437559 To join from a phone: Toll: +1-201-479-4595 Participants will be muted during the presentation to maintain good sound quality. If you have a comment or question raise your flag and you will be unmuted. Thanks and welcome to the webinar!

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This slide presentation accompanied a webinar about how to empower your nonprofit board to be frontline fundraisers. It was first offered Mar. 25, 2014.

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Page 1: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

BLUE STRIKE WEBINAR: INTRODUCE YOUR BOARD TO

FUNDRAISING

Join the webinar online. Go to: http://fuze.me/23437559

Enter the meeting number 23437559

To join from a phone: Toll: +1-201-479-4595

Participants will be muted during the presentation to maintain good sound quality. If you have a comment or question raise your flag and you will be unmuted.

Thanks and welcome to the webinar!

Page 2: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

ALL TOGETHER NOW: WORKING WITH BOARD MEMBERS TO RAISE FUNDS

BLUE STRIKE

Page 3: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

WELCOME

At Blue Strike, we use the fundraising lens of advocacy organizations and groups engaged in civic action, public interest law, policy-oriented work and similar activities

Page 4: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

INSPIRING SUPPORT FOR CIVIC ENGAGEMENT

BLUE STRIKE

Page 5: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

In this 45-minute session, we set the stage for a two-step process that will tee up your board for regular outreach and solicitation. With spring campaigns right around the corner, this is just the session you need to help mobilize these essential stakeholders.

AGENDA

Page 6: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

AGENDA

At the end of 45 minutes, you will have slides, scripts, and sample emails to get your program off the ground.

We will wrap up by 2:00 pm

Page 7: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

You just need a handful .

RECRUITING CHAMPIONS

Page 8: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Understands the importance of fundraising to the organization

Willing to help and wants to be supportive of fundraising initiatives, and Will remind their fellow board members of the need for outreach.

WHO CAN BE A CHAMPION?

Page 9: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Start by asking them to do something small.

Lay out a task with specific time-constrained tasks.

Spell out what you want to do and what you want to achieve.

HAVING A HARD TIME FINDING SOMEONE?

Page 10: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

BOARD MEMBERS

Your board members are your best promoters. Give them what they need. Encourage them and meet them where they’re at.

Page 11: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

It’s just a briefing! Promise.

STEP 1: BOARD WEBINAR

Page 12: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

ORIENTATION

Hold a fundraising webinar for board members. In it you can outline your fundraising goals and you may also want to provide background about where the organization’s revenue comes from.

Page 13: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Schedule your briefi ngs so board members have at least two dates to choose from. A Thursday evening and a Saturday afternoon are good options.

WELCOME

Page 14: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Keep the agenda simple and straight forward. No more than one hour.

AGENDA

Page 15: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Ask them to help reach out to current donors. We will talk more about this later on.

STRATEGY NO. 1

Page 16: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Ask for their help in appealing to lost donors.

STRATEGY NO. 2

Page 17: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Give them suggestions of groups and contacts they could consider reaching out to for new members.

STRATEGY NO. 3

Page 18: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Provide resources so your board members have some content and facts about your organization.

TO SHARE WITH DONORS

Page 19: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Give your board members some good tips to help them frame the asking process.

WHEN ASKING

Page 20: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

A BIT OF REFLECTION

For interactive opportunity, ask:

Why this organization?  

Encourage them to think of why they give and volunteer for your organization. List seven top reasons.

Page 21: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

This is the best part of the webinar. You might even want to move it to the beginning.

7 REASONS TO GIVE

Page 22: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Be open to making personal visits with board members, if the opportunity arises.

MAKE IT EASY

Page 23: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Provide sample emails with links.

Offer to do letters for them.

MAKE IT EASY

Page 24: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

F O R U P G R A D I N G C U R R E N T D O N O R S

D e a r A n n :

I k n o w y o u a r e a l o y a l s u p p o r t e r o f A d v o c a c y i n A c t i o n , a n d I a m w r i t i n g t o i n v i t e y o u t o j o i n o u r L e a d e r s h i p C i r c l e , a g r o u p o f i n d i v i d u a l d o n o r s w h o g i v e $ 1 , 0 0 0 o r m o r e a n n u a l l y t o P S R .   A s y o u k n o w, P S R r a l l i e s i t s s u p p o r t e r s t o f a i r a n d j u s t r a i s e o u r v o i c e s w h e n l e g i s l a t i o n a n d po l i c i e s t h r e a t e n o u r h e a l t h a n d s a f e t y. T h e i s s u e s w e t a c k l e a r e t h e t o u g h e s t o f o u r t i m e – i n j u s t i c e , u n l a w f u l p r a c t i c e s , d i s c r i m i n a t i o n — a n d r e q u i r e s t e a d f a s t c o m m i t m e n t t o a c h i e v e r e s u l t s .   M e m b e r s o f A d v o c a c y i n A c t i o n ’ s L e a d e r s h i p C i r c l e h e l p e n s u r e w e h a v e t h e r e s o u r c e s t o b u i l d t h e w o r l d w e w a n t t o l i v e i n a n d t h a t w e w a n t f o r f u t u r e g e n e r a t i o n s . P l e a s e g i v e i t s o m e c o n s i d e r a t i o n . I f y o u ’ r e r e a d y t o a c c e p t , y o u m a y m a k e a s e c u r e o n l i n e d o n a t i o n b y g o i n g t o w w w. a d v o c a c y i n a c t i o n . o r g   I t w i l l t a k e y o u t o o u r w e b s i t e w h i c h h a s a f u l l d e s c r i p t i o n o f t h e p r o g r a m s a n d c a m p a i g n s go i n g o n r i g h t n o w.

B e t t y

P. S.   Yo u m i g h t b e i n t e r e s t e d i n s e e i n g w h o t h e c u r r e n t L e a d e r s h i p C i r c l e m e m b e r s a r e .   I ’ v e a t t a c h e d t h e 2 0 1 3 l i s t .

F O R N E W P R O S P E C T S

D e a r J i m :

I m a y h a v e me n t i o n e d t h a t I s e r v e o n t h e n a t i o n a l b o a r d o f A d v o c a c y i n A c t i o n , a n o r g a n i z a t i o n t h a t w o r k s t o p r o mo t e a f a i r a n d j u s t s o c i e t y, r e d u c e i n j u s t i c e a n d p r o mo t e p o l i c i e s t h a t p r e s e r v e o u r e n v i r o n me n t .   We a l s o s p e n d a l o t o f t i me p r e v e n t i n g e ff o r t s i n t e n d e d t o r o l l b a c k p r o g r e s s o n t h e s e i s s u e s . I a m w r i t i n g t o a s k y o u t o c o n s i d e r j o i n i n g o u r L e a d e r s h i p C i r c l e , a g r o u p o f i n d i v i d u a l d o n o r s w h o g i v e $ 1 , 0 0 0 o r mo r e a n n u a l l y t o s u p p o r t A i n A . A i n A h a s a s t r o n g r e p u t a t i o n t h a t p r o v i d e s a n e ff e c t i v e f r a me w o r k f o r c o n f r o n t i n g t h e s e i s s u e s .   C o n t r i b u t i o n s a r e w e l l s p e n t w i t h mo r e t h a n 8 0 c e n t s o f e v e r y d o l l a r g o i n g t o s u p p o r t o u r c o r e p r o g r a ms . T h e p u s h t o e mb r a c e s a f e r, h e a l t h i e r p o l i c i e s o n t h e s e i s s u e s h a s n e v e r b e e n s t r o n g e r, b u t w e n e e d t o h a v e t h e r e s o u r c e s i n p l a c e t o p u t f o r w a r d t h e me d i c a l p e r s p e c t i v e t h a t i s c r u c i a l i n t h e s e d e b a t e s .   Yo u r c o n t r i b u t i o n w o u l d h e l p t r e me n d o u s l y. I h o p e y o u w i l l a c c e p t my i n v i t a t i o n . P l e a s e s e n d me a n e ma i l i f y o u h a v e a n y q u e s t i o n s . O r i f y o u a r e r e a d y t o j o i n , y o u ma y g i v e o n l i n e b y g o i n g t o advocacy inac t i on .o rg . T h a n k s v e r y mu c h f o r c o n s i d e r i n g my r e q u e s t .  

A l l t h e b e s t ,A lP. S .   Yo u m i g h t b e i n t e r e s t e d i n s e e i n g t h e l i s t o f c u r r e n t L e a d e r s h i p C i r c l e me mb e r s .   I ’ v e a t t a c h e d t h e 2 0 1 3 l i s t .

SAMPL EMAILS

Page 25: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Establish goals that are realistic, so people don’t get discouraged.

Above all, be positive and grateful for any assistance they provide.

AS YOU WRAP UP YOUR SESSION

Page 26: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Make it run. Establish regular contact.

STEP 2: REGULAR

OUTREACH

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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Personal thank you calls -- can help build meaningful relationships with donors and also engage your board in outreach on behalf of your organization.

THANK YOU AND OUTREACH

Page 28: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

ID: 1002003Kelly MillerChicago; member since 2009Most recent: $250 Mar. 7, 2014Cumulative: $825(312) 555-1212

SAMPLE CONTACT ITEM

Page 29: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

133569

Elmer Hersche lA lmond, WI ; new memberMost recent : $500 on Dec . 22 , [email protected](607) 555-1212

1446855Jane PearsonSanta Barbara , CA; member s ince 1983Most recent : $1 ,000 Dec . 2013Cumulat ive : $13 ,[email protected](415) 555-1212

11114031Rober t CainAt lanta , GA; member s ince 2007Most recent : $1 ,000 Dec . 2013rca in@xxx .com(421) 555-1212

11813201Anisha GuptaChever ly, MD; member s ince 1988Most recent : $325 on 12 /28 /2013 Cumulat ive : $1 ,125agxx@xxx .com(410) 555 -1212

1077784Kathy Ta lent , MDTAKOMA PARK, MD; member s ince 1998Most recent : $250 on 12 /4 /2013Cumulat ive : $1 ,775kxxxxxxx@xxx .edu(301) 555 -1212

1177700Edward Is leeFair fax , VA; member s ince 2011Most recent : $200 on 12 /5 /2013 7 :56 :11 AMCumulat ive : $1 ,000exxxx@xxx .com(703) 555 -1212

SAMPLE CALL LIST

Page 30: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Rather than simply handing off the list and asking your board member to make the calls, you are going to assist in placing those calls.  

CONFERENCE CALL

Page 31: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Using a three-way conference call, you and your board member will contact the donor together.

CONFERENCE CALL

Page 32: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

“We are going to call Kelly Miller first.  She gave $250 on March 7 of this year.  She lives in Chicago and has been a donor for five years.”

CHECK IN BEFORE PLACING CALL

Page 33: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

“Ms. Miller, this is Mary Dillon Kerwin from Advocacy in Action, I have on the line with me our board chair who is making calls today to thank our supporters.  If you have just a minute, may I conference her in?”

PLACE THE CALL

Page 34: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

GETTING SIGN UPS

The most effective time to enlist more volunteers is during a board meeting. Mark your day-timer with blocks of available time and send it around the room during the meeting to have them pencil in a time they are available.

Page 35: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Maybe I should write notes to the people we didn’t reach. Can you send me their addresses?

Maybe I should send emails to the people who don’t have phone numbers. Do I have the correct emails?

THIS IS WHAT STARTS TO HAPPEN

Page 36: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

My brother might be interested in giving.

When are we going back to major donor? I had a good conversation with her last time.

Did so-and-so give yet this year? Because I could call him if he hasn’t.

AND THIS . . .

Page 37: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

I’m going to be in Atlanta next month. Are there people I can meet with while I’m there?

There’s a college roommate of mine who just sold her company. How should we connect with her?

AND THIS . . .

Page 38: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Step 1: the board orientation webinar and Step 2: outreach calls:

Low cost

Every can participate

Easy to get up and running

Action-oriented

TWO-STEP PROCESS

Page 39: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Great free and low-cost material.

ADDITIONAL RESOURCES

Page 40: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Three Fundraising Habits of Supremely Successful Boards, Jerold Panas, March 2012 Guidestar Exchange http://www.guidestar.org/rxa/news/articles/2012/three-fundraising-habits-of-supremely-successful-boards.aspx

GrantSpace Foundation Center Boards and Fundraising, webinar and in-personhttp://www.grantspace.org/Tools/Knowledge-Base/Funding-Research/Fundraising-Planning/boards-and-fundraising

The Fired Up Boardhttp://www.gailperry.com/insiders-webinar-schedule/

RESOURCES

Page 41: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Engaging Your Board in Fundraising, A Staff ’s Guide by Kathy Hedge https://www.boardsource.org/eweb/blf-2013/sessions.htm#FUNDRAISING (Boardsource $24.00)

Urban Institute Special Report Engaging Board Members in Fundraising, Sept. 2012http://www.urban.org/UploadedPDF/412673-The-Nonprofi t-Research-Collaborative-Special-Report.pdf

15 Ways to Transform Your Board of Directors into Fundraising Champions, Marc Koenighttp://www.nonprofi thub.org/featured/transform-your-board-of-directors-into-fundraising-champions/

RESOURCES

Page 42: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

INSPIRING SUPPORT FOR CIVIC ENGAGEMENT

BLUE STRIKE

Page 43: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

Five Easy Ways to Upgrade Your DonorsThursday, April 10, 2014 at 08:30 AMSponsored by Association of Fundraising Professionals-DC Chapter

Sending Your Executive Director on TourTuesday, April 29, 2014 at 01:15 PM

Recapturing Lost DonorsTuesday, May 13, 2014 at 01:15 PM  

The Magic of Thank You CallsTuesday, May 27, 2014 at 01:15 PM

Charity Watchdogs: Managing Your Profi le and RankingTuesday, June 24, 2014 at 01:15 PM

MORE BLUE STRIKE TRAININGS & WEBINARS

Page 44: Blue strike webinar   introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org

From Mary Dillon Kerwin, President of Blue Strike

Thank you for participating today!

Check out our new Facebook pagehttps://

www.facebook.com/bluestrike.org

BLUESTRIKE.ORG