board & staff roles in fundraising
TRANSCRIPT
TRIAD LEADERSHIP:TRIAD LEADERSHIP:How the Best Fund Raising How the Best Fund Raising
Teams WorkTeams Work
March 1, 2011March 1, 2011
Appreciation to panelist team:Appreciation to panelist team:
Ann Merkow, MD as Board MemberAnn Merkow, MD as Board Member Marie Kingsbury, Executive DirectorMarie Kingsbury, Executive Director Ken Genin, Director of DevelopmentKen Genin, Director of Development
AGENDA OVERVIEWAGENDA OVERVIEW Premise – Economy requires your A Premise – Economy requires your A
gamegame 20 years of fundraising -- Stand-out 20 years of fundraising -- Stand-out
teamsteams PurposePurpose ScheduleSchedule
Visionary that leads & inspires others Visionary that leads & inspires others to best serve mission constituentsto best serve mission constituents
Mission expert that educates and Mission expert that educates and answers questionsanswers questions
Expert on current needs of constituents Expert on current needs of constituents and how the mission serves themand how the mission serves them
Executive Director:Executive Director:Captain of the Captain of the Vision Mission ShipVision Mission Ship
Captain RoleCaptain Rolecont’dcont’d
Knowledgeable on local and national mission Knowledgeable on local and national mission trends and where the org fits within thattrends and where the org fits within that
Structures operations & capacity – determines Structures operations & capacity – determines programs / services and resources to carry outprograms / services and resources to carry out
Master of budget priorities & supporting Master of budget priorities & supporting rationalerationale
Additions?Additions?
Fundraising TasksFundraising Tasks Draft vision for the future, incorporate Draft vision for the future, incorporate
feedback and build buy-in from board & stafffeedback and build buy-in from board & staff Get out of the office – Mission & market Get out of the office – Mission & market
education that builds investmenteducation that builds investment Continually educates and learns with internal Continually educates and learns with internal
stakeholders including board & staffstakeholders including board & staff Other?Other?
Captain’s Captain’s challengeschallenges
Time consuming response to day-to-day Time consuming response to day-to-day operational issues / crisisoperational issues / crisis
Organization capacityOrganization capacity
FundingFunding
Other?Other?
Marie’s PerspectiveMarie’s Perspective
Board Director:Board Director:Endorser that opens Endorser that opens Doors & MindsDoors & Minds
Nonpaid outsider without self interest Nonpaid outsider without self interest is most credible to assure community is most credible to assure community trust in mission implementation and trust in mission implementation and fiscal health & responsibilityfiscal health & responsibility
Their passion for mission and its Their passion for mission and its constituents assures commitment to constituents assures commitment to mission successmission success
Door Opener Role Door Opener Role cont’dcont’d
Pace-setters that lead by example; Pace-setters that lead by example; giving first -- then asking others to joingiving first -- then asking others to join
Support and protect strategic Support and protect strategic visionary thinking of Ship Captainvisionary thinking of Ship Captain
Add to prospect list, accept cultivation Add to prospect list, accept cultivation / solicitation assignments, inform & / solicitation assignments, inform & tailor strategiestailor strategies
Door Opener Role Door Opener Role cont’dcont’d
Pace-setters that lead by example; giving Pace-setters that lead by example; giving first -- then asking others to joinfirst -- then asking others to join
Support and protect strategic visionary Support and protect strategic visionary thinking of Ship Captainthinking of Ship Captain
Add to prospect list, accept cultivation / Add to prospect list, accept cultivation / solicitation assignments, inform & tailor solicitation assignments, inform & tailor strategiesstrategies
Additions?Additions?
Door Opener tasksDoor Opener tasks Lead by example – making a financial Lead by example – making a financial
contribution firstcontribution first Prioritize board focus on big picture Prioritize board focus on big picture
strategy and governancestrategy and governance Serve on committee, lead its mandate Serve on committee, lead its mandate
and report progress to boardand report progress to board Accept prospect cultivation assignmentsAccept prospect cultivation assignments Personally ask others to join in supportPersonally ask others to join in support
Door Opener Door Opener ChallengesChallenges
TimeTime Organization capacity / staff supportOrganization capacity / staff support Oversight of diverse priorities Oversight of diverse priorities
prevents lack of clear focus that prevents lack of clear focus that builds and advances the missionbuilds and advances the mission
Other?Other?
Ann’s PerspectiveAnn’s Perspective
Fund Development StaffFund Development StaffCoordinators of Solicitor Coordinators of Solicitor SuccessSuccess
Competence that inspires volunteers to stretch Competence that inspires volunteers to stretch because they know they will be well guided, because they know they will be well guided, supported and successful supported and successful
Behind the scenes researcher and informant that Behind the scenes researcher and informant that points to potential and provides ongoing support in points to potential and provides ongoing support in the pursuitthe pursuit
First drafter for solicitor refinement, addition & First drafter for solicitor refinement, addition & ownership – that includes overall plan, tailored ownership – that includes overall plan, tailored strategies, case to support, proposals, prospect list, strategies, case to support, proposals, prospect list, etc.etc.
Carries the game plan / clipboard, monitors Carries the game plan / clipboard, monitors progress on all plays and ready to pick up progress on all plays and ready to pick up dropped ballsdropped balls
Assures quality representation of the Assures quality representation of the organization – in print, in seamless organization – in print, in seamless fundraising operations, donor stewardship, fundraising operations, donor stewardship, etc.etc.
Additions?Additions?
Success CoordinatorsSuccess Coordinators cont’dcont’d
Coordinator TasksCoordinator Tasks Maintain knowledge of current, best Maintain knowledge of current, best
practices and advocate for them in the practices and advocate for them in the annual fundraising planannual fundraising plan
Draft the annual fundraising plan, Draft the annual fundraising plan, sufficient to reach goals, incorporating sufficient to reach goals, incorporating feedback and building ownership from feedback and building ownership from those who will implement the planthose who will implement the plan
Coordinator Tasks Coordinator Tasks cont’dcont’d
Provide information on prospects and donors Provide information on prospects and donors to team; incorporate team knowledgeto team; incorporate team knowledge
Manage and support a prospect cultivation Manage and support a prospect cultivation system for the teamsystem for the team
Monitor and report progressMonitor and report progress Assure prompt and meaningful donor Assure prompt and meaningful donor
acknowledgementacknowledgement Other?Other?
Coordinator Coordinator ChallengesChallenges
Charged to attain financial goals without Charged to attain financial goals without proportionate investment to achieveproportionate investment to achieve
Responsibility to raise funds without Responsibility to raise funds without authority to assure volunteer follow authority to assure volunteer follow throughthrough
No direct access to board / lack of team to No direct access to board / lack of team to expand reach, open doors and cultivateexpand reach, open doors and cultivate
Lack of org vision to refresh and compel Lack of org vision to refresh and compel increased givingincreased giving
Other?Other?
Ken’s PerspectiveKen’s Perspective
Panel Panel What we look for What we look for from each other from each other
Break Out #1: Like RolesBreak Out #1: Like Roles10 minutes to:10 minutes to:Discuss challenges and prioritize twoDiscuss challenges and prioritize two
10 minutes to:10 minutes to:Brainstorm solution ideas on top two Brainstorm solution ideas on top two challengeschallenges
Break Out #2: Org TeamsBreak Out #2: Org Teams1.1. What does each team member need What does each team member need
from you?from you?
2.2. Based on their needs, here’s what Based on their needs, here’s what I’m willing to do ….. By ……. I’m willing to do ….. By …….
3.3. Here are the supports I will need Here are the supports I will need
Closing thoughtsClosing thoughts
Closing Thoughts