expect the best. canadian accredited independent schools the governance of fundraising
TRANSCRIPT
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EXPECT THE BEST.
Canadian
Accredited
Independent
Schools
The Governance of Fundraising
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• Review the key principles for effective major gift fundraising and explore ways the Board can promote it.
SESSION GOAL
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GIVING PYRAMID
Giving combined with social,symbolic, periodic, being part of
community.
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CHART OF FUNDRAISING PYRAMID
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THE DONOR CYCLE - FOR AN INDIVIDUAL
2%
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THE FOUR RIGHTS
Before the Ask, ensure 80% certainty of:
- Right People - Right Timing - Right Project - Right Amount
School Priorities
DonorPriorities
DonorPriorities
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• What attributes, approaches, resources, and structures should Boards apply to maximize major
gift fundraising?
GENERATIVE QUESTION
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LEADERSHIP/MAJOR GIFT FUNDRAISING
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SWITCH: HOW TO CHANGE THINGS WHEN CHANGE IS HARD
By: Chip Heath & Dan Heath
Leadership Engagement
Vision
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• Direct the Rider• Motivate the Elephant• Shape the Path
RIDING THE ELEPHANT
Exercise - Create a top ten for each of the following
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1. Direct the rider - “A plan worthy of my
investment will possess....”
2. Motivate the elephant - “I am more
motivated to give when I feel....”
3. Shape the path - “the likelihood of me
making a meaningful gift increases when the
following situations are created....”
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• A clear, bold, compelling and achievable vision (most important).
• A believable, logical place in the larger vision (best practices).
• An integrity based on the careful steps outlined and researched.
• A confidence in the people and process that created the plan.
• A confidence born of previous achievements.
A PLAN WORTHY OF MY INVESTMENT WILL POSSESS...
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• A previous assessment of the strengths and weaknesses.
• A comparative assessment of position with competition.
• An indication of metrics to be used to measure success.
• A proven commitment to follow-through.
• A commitment to making strategic choices.
A PLAN WORTHY OF MY INVESTMENT WILL POSSESS...
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• I feel proud to be backing a winner.
• I feel part of a team; “all shoulders to the wheel.”
• My gift reflects my interests and the way I want to add value.
• My leadership is recognized and inspires others.
• I know my gift is deeply appreciated. I am reminded
constantly of the difference my gift makes to the lives of
students.
I AM MORE MOTIVATED TO GIVE WHEN...
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• I have a say in where the school is headed.
• I am updated regularly.
• My time is respected - efficient use is made of it.
• I enjoy and respect the people with whom I associate.
• I learn from my experience.
I AM MORE MOTIVATED TO GIVE WHEN...
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SHAPING THE PATH PYRAMID
Foundation Board/TrusteesSchool Board/Trustees
Board Committee for planning/implementation• special advisory group• campaign cabinet• Ad hoc committee
Opportunity to respond individually to planning documentMeaningful interactions with• students* Head/Chair
Guest speaker: Host, organize, lead events
Systematic and regular communications
Ownership
Support
Engagement
Participation
Awareness
The likelihood of me making a meaningful gift increases when the following situations are created...