Board FundraisingKeys to Success

John Malcolm, V. P. of Philanthropy, BBBSA

Tisha Frank, Director of Agency Development, West Region

Survey SaysFund raising is the #1 challenge

for board members

WHY?

What is your role?

Role of the Board

• Plan and evaluate the return on investment of the fund development effort

• Give a meaningful gift– BBBS is one of your top 3 charities

• Open doors within personal network– Identify potential donors / partners via your treasure map– Help introduce BBBS to your contacts

• Provide screening on extended network• Host/ Take a leadership role in fundraising events• Make cultivation / solicitation visits with staff• Thank donors

Success stories• BBBS of Greater Miami – Cheyenne

Palma• BBBS of North Texas – Rob Roby,

Charles Pierson

How has your board implemented each of those roles?

Questions for our panelists?

Upgrading your board’s fundraising• Do you have the right people on the

board? - passion / vision, capacity, circle of influence, philanthropic

• Do they have appropriate, achievable roles for fundraising?

• Do you have a system of accountability?– Fund Development committee

• Do you train people for their role – good elevator speech, practice before visits/ hosting events

Techniques• Begin with a compelling goal• Cultivation Planning – who to target, who should make the

contact, what format is best for the meeting• Have well developed, effective events with clear roles for

board leadership• Host Point of Entry meeting / event• Secure a meeting with a contact• Accompany the CEO /CDO to the ask meeting• Get teams for bowling, golf, etc.• Provide a testimonial speech about why you support the

organization• Provide information that will help identify / rate capacity of

donors