get your board engaged in fundraising

36
Get Your Board Engaged in Fundraising

Upload: toshi

Post on 15-Feb-2016

70 views

Category:

Documents


0 download

DESCRIPTION

Get Your Board Engaged in Fundraising. Overview. More money may be the least important. Some revenue is better than others. Fundraising is relationship-building. EVERYBODY can build relationships. Fundraising Success: Five C’s. Case Constituency Capability Capacity Commitment. - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Get Your Board Engaged in  Fundraising

Get Your Board Engaged in Fundraising

Page 2: Get Your Board Engaged in  Fundraising

More money may be the least important.

Some revenue is better than others.

Fundraising is relationship-building.

EVERYBODY can build relationships

Overview

Page 3: Get Your Board Engaged in  Fundraising

CaseConstituencyCapability Capacity

Commitment

Fundraising Success: Five C’s

Page 4: Get Your Board Engaged in  Fundraising

Attitude Matters!

Page 5: Get Your Board Engaged in  Fundraising

• Fundraising is about helping people achieve their goals

Fundraising Approach

Page 6: Get Your Board Engaged in  Fundraising

What are your goals?What are theirs?

Page 7: Get Your Board Engaged in  Fundraising

Fundraising Approach

“What you do”

What difference you make

Page 8: Get Your Board Engaged in  Fundraising

Relationship-Based Fundraising

Suspects

Prospects

Near Donors

Donors

Big Events

Little Events

Private Meetings

Depends . . .

All of the Above

Page 9: Get Your Board Engaged in  Fundraising

Initial invitation Story-telling Follow up contact Invite again Thank you

What’s the Board’s piece?

Page 10: Get Your Board Engaged in  Fundraising

What Kind of Board?

Program Management

Honorary

Fundraising

Policy OversightPolicy Leadership

Program Implementation

Page 11: Get Your Board Engaged in  Fundraising

What Expectations?Governance• Strategic Direction• Financial Accountability• Leadership Development• Resource Development

Page 12: Get Your Board Engaged in  Fundraising

Board members focus on governance

Strategic direction Key relationships

Committees make things happen

Strategy details Campaigns

Board engagement

Board Roles in Fundraising

Page 13: Get Your Board Engaged in  Fundraising

Staff members focus on management

Implementing programs

AdministrationStaff members support and lead

Support board fundraising activities

Lead in key areas: grants, membership, events

Staff Roles in Fundraising

Page 14: Get Your Board Engaged in  Fundraising

Who Leads Fundraising?Type #1 – Board-led

(The Gold Standard)

Type #2 – Shared(Most Common)

Type #3 – Staff-led (The Realists)

Page 15: Get Your Board Engaged in  Fundraising

0 10 20 30 40 50 60 70 80

Individuals

Bequests

Corporations

Foundations

Who Gives?

Page 16: Get Your Board Engaged in  Fundraising

Individual Giving

Some people give and some don’t Provide

opportunities It is not about

begging It is about

investing

Page 17: Get Your Board Engaged in  Fundraising

Communitarian (26%) “Doing good makes good sense.”

Devout (21%) “Doing good is God’s will.”

Investors (15%) “Doing good is good business.”

Socialite (11%) “Doing good is fun.” Repayer (10%) “Doing good in return.” Altruist (9%) “Doing good feels right.” Dynast (8%) “Doing good is a family

tradition.”Prince and File, The Seven Faces of Philanthropy

Faces of Philanthropy

Page 18: Get Your Board Engaged in  Fundraising

Relationship-Based Fundraising

Suspects

Prospects

Near Donors

Donors

Big Events: Whom to invite?

Page 19: Get Your Board Engaged in  Fundraising

A Ability to give a substantial gift

B Belief in the your work or similar work

C Contact with your organization or someone who knows about your organization

Who are Suspects? Prospects?

Page 20: Get Your Board Engaged in  Fundraising

Get a first gift

Renew the gift Build a relationship

Upgrade commitment

Raise big bucks

The Donor Pyramid

Page 21: Get Your Board Engaged in  Fundraising

Questions so far?

Page 22: Get Your Board Engaged in  Fundraising

Your board is at the gate.

The bell has rung. No one’s moving.

Seven Strategies for Engaging Your Board

in Fundraising

Page 23: Get Your Board Engaged in  Fundraising

• Investments, not gifts

• Supporting the goals of donors

Strategy #1: Change your attitude

Page 24: Get Your Board Engaged in  Fundraising

• What are the rules?

• When did they change?

Strategy #2:Set clear expectations

Page 25: Get Your Board Engaged in  Fundraising

• Create a personal action plan

Strategy #3:Find a job for everyone

Page 26: Get Your Board Engaged in  Fundraising

1. Brainstorm2. Prioritize3. Make a commitment4. Collect/combine5. Create accountability

Personal Action Plans:the process

Page 27: Get Your Board Engaged in  Fundraising

• Diverse ways for people to help• Meaningful roles for fundraisers

Strategy #4:Revise your board structure

Page 28: Get Your Board Engaged in  Fundraising

Find a way tocapture talent that wants to help with fundraising

Page 29: Get Your Board Engaged in  Fundraising

What is the diversity trade-off?

Page 30: Get Your Board Engaged in  Fundraising

• “If you want my money, ask my advice.”

• Set the stage for planned giving

Strategy #5:Improve donor relationships

Page 31: Get Your Board Engaged in  Fundraising

• Shirley’s story: make it personal• Jack’s story: make it sticky

• My story: make it matter

Three stories

Page 32: Get Your Board Engaged in  Fundraising

• Fundraising event?

• or Friend raising event?

Strategy #6:Make events work

Page 33: Get Your Board Engaged in  Fundraising

Don’t forget the importance of connections to those who give

A Ability to give

B Belief in your work

C Contact with your organization

Page 34: Get Your Board Engaged in  Fundraising

• Build connections with those most likely to give you money

Strategy #7:Target outreach efforts

Page 35: Get Your Board Engaged in  Fundraising

SummaryGet your mind

right

Everyone needs ajob

Build relationships and the rest will follow

Find a way to balance patience and impatience

Page 36: Get Your Board Engaged in  Fundraising

Questions?