michigan casa - fundraising with a board of directors
DESCRIPTION
This presentation is from the 2011 Michigan CASA statewide conference.TRANSCRIPT
Sigrid Valk-FeeneySigrid Valk-FeeneyBoard President, CASA of Kent CountyBoard President, CASA of Kent County
Suzanne GreenbergSuzanne GreenbergPresident/CEO, CAN Council Saginaw CountyPresident/CEO, CAN Council Saginaw County
Ryan Fewins-BlissRyan Fewins-BlissBoard of Directors, Michigan CASA, Board of Directors, Michigan CASA,
November 11, 2011November 11, 2011
““Exceptional boards link bold Exceptional boards link bold visions and ambitious plans visions and ambitious plans
to financial support, to financial support, expertise, and networks of expertise, and networks of
influence.”influence.”
- THE SOURCE 12- THE SOURCE 12Board Source, Twelve Principles of Governance That Power Board Source, Twelve Principles of Governance That Power
Exceptional BoardsExceptional Boards
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
How to create aWorking Board
Create a Cross-Functional BoardCreate a Cross-Functional Board Make Sure Potential Board Members Are Make Sure Potential Board Members Are
Committed To The MissionCommitted To The Mission Every Board Member Must Accept Every Board Member Must Accept
Fundraising Responsibilities and Fundraising Responsibilities and Contribute PersonallyContribute Personally
Monitor the ResultsMonitor the Results
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Creating A Creating A Cross-Functional BoardBoard
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Board Connections
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Board Demographics
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Committed to the Mission
Have board candidates work on Have board candidates work on committees as volunteerscommittees as volunteers
Suggest the donation level the Board Suggest the donation level the Board Member must give. (If a Board Member must give. (If a Board Member is not invested in the Member is not invested in the mission--why should a potential mission--why should a potential donor?)donor?)
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Monitor the Results
Use a performance monitoring tool.Use a performance monitoring tool. Hold committees accountable for Hold committees accountable for
their performance (even volunteers). their performance (even volunteers).
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Donor Development Committee S. Valk-Feeney B.
Lassiter G. Pasi G. Ross & S. Brasic
$25k from Major
Donors
Create Major Donor Process (did not
complete training)
Still working on process
Still working on process
N/A N/A
Annual AppealSend out Year end
AppealSent out Year End
Appeal N/A N/A
Event Committee T. Sheridan S. Brasic D. Lockhart
B. Granger & Volunteers
Events yield 50% of total budget ($150k)
House Party $XX House Party $XX House Party $XX N/A N/A
Celebration of the
Grand $1,200Celebration of the
Grand $800N/A N/A N/A
Table Hosted Event
$XXTable Hosted Event
$XXTable Hosted Event
$XXN/A N/A
Avg 2011
Responsibility Y-T-D Target 2010 2009 2008 2007 2006
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Accomplishments 19791979 New organization/volunteer onlyNew organization/volunteer only 19951995 $40,000 and 2 part-time staff/
20 volunteers20 volunteers 20112011
$1.2 million and 15 fte and 3 pt $1.2 million and 15 fte and 3 pt staff/staff/
3 Ameri Corps3 Ameri Corps
350 active volunteers (inc. 80 350 active volunteers (inc. 80 CASA)CASA)
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
““The most important thing is to The most important thing is to keep the most keep the most important thing, thing,
the most important thing.”the most important thing.”
- Dan Clark, Author- Dan Clark, AuthorChicken Soup for the SoulChicken Soup for the Soul
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Are We Having Fun Yet?
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Your Team RRecruit with determinationecruit with determination OOrientation—important!rientation—important! UUtilize—what do they like to do?tilize—what do they like to do? NNurture—can’t over appreciate!urture—can’t over appreciate! DDetermine culture—your sandbox?etermine culture—your sandbox?
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Recruiting Your Team
Be determined What do you need? Are you fun to dance with? No begging!
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Orienting Your Team
Historical perspective—staff/tourHistorical perspective—staff/tourKnow your board/volunteersKnow your board/volunteersMeet them where they areMeet them where they areJobs for everyoneJobs for everyoneDon’t minimizeDon’t minimize
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Utilizing Your Team
Take a look at needs/new ideas Listen, listen, listen! Write it down! Seek new team members all year
long!
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Nurturing Your Team
Thank you’sThank you’s Formal letter within 24 hours/with noteFormal letter within 24 hours/with note Handwritten note from key personHandwritten note from key person If possible, thank in person!If possible, thank in person! Public in newsletters, letter to editorsPublic in newsletters, letter to editors Most important---know your board Most important---know your board
members!members!
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Define Your Team Culture
Are you ready to dance?Are you ready to dance? Can your board work hard and have fun?Can your board work hard and have fun? Is the community committed to supporting the Is the community committed to supporting the
agency’s mission, not just a board member?agency’s mission, not just a board member? Does your infrastructure support the board---Does your infrastructure support the board---
staff, by-laws, and insurance?staff, by-laws, and insurance? Are you focused on the most important thing?Are you focused on the most important thing?
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Board Member Concepts
Publicity & Social Media ImageContact with People CredibilityEducation MotivationIncreased Commitment
Good Community RelationsPartnership with other Nonprofits
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Example Board Activities• Always the Ambassador/Constant CultivationAlways the Ambassador/Constant Cultivation• Hosting a meal for potential donorsHosting a meal for potential donors• Hosting a prospect at an organization eventHosting a prospect at an organization event• Ask for input from the communityAsk for input from the community• Thank your donorsThank your donors• Representing the organization to other Representing the organization to other
connections connections • Rotary, Kiwanis, Chamber of CommerceRotary, Kiwanis, Chamber of Commerce
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011
Final Thoughts Tap Into Your Passion & Share ItTap Into Your Passion & Share It ALWAYS Remember WHYALWAYS Remember WHY you are doing the you are doing the
workwork Create opportunities for board to buy-inCreate opportunities for board to buy-in You can do a lot with little resourcesYou can do a lot with little resources HAVE FUN !!!!!!HAVE FUN !!!!!! Any [email protected]
Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011