Sponsored by:

Key Leadership Factors for Fundraising Success

Susan Black, CFRE November 6, 2013

Twitter Hashtag - #4Glearn

Part

Of:

Sponsored by:

Advising nonprofits in:

• Strategy

• Planning

• Organizational Development

www.synthesispartnership.com

(617) 969-1881

info@synthesispartnership.com

INTEGRATED PLANNING

Part

Of:

Sponsored by: Part

Of:

Coming Soon

Sponsored by:

Today’s Speaker

Susan Black, CFRE Principal

Allene Professional Fundraising

Jamie Maloney Community Developer, 4Good

Founding Director of Nonprofit Webinars and Host:

Sam Frank, Synthesis Partnership

Part

Of:

Key Leadership Factors for

Fundraising Success

Susan Black, CFRE

Allene Professional Fundraising

Objectives for Today’s Training

As a result of this training, participants will :

Understand the role of the CEO in fundraising.

Learn best practices for CEO involvement in fundraising.

Assess the CEO’s current level of involvement in fundraising.

Use the assessment to encourage improvement in the CEO’s involvement in fundraising.

Question

How many participants are the CEO of their organization?

How many participants are fundraising staff?

The Key to Successful Fundraising

The Six Key Factors

Board Accountability

CEO Civic Engagement

An Organic Strategic Plan

A comprehensive fundraising plan, reviewed annually

To be the #1 cheerleader for fundraising to your staff

To Embrace your role as chief fundraiser

Board Accountability

Board Accountability

Board understands and accepts its fiduciary duties.

Board embraces its fundraising role (doesn’t fight it).

Board members are ambassadors for the organization in the community.

Board members fulfill their fundraising duties.

Assess Board Accountability

Factor Your Current Rating

The Board understands its fiduciary duties.

The Board embraces its fundraising role (doesn’t fight it).

The Board members are ambassadors for the organization in the community.

The Board members fulfill their fundraising duties. 3=Yes!; 2=Sort Of; 1=Not so much; 0= Dream on

CEO Civic Engagement

CEO Civic Engagement

CEO spends 40% of work time in the community

CEO belongs to civic or fraternal clubs.

CEO sits on committees relevant to the mission of the organization.

CEO is a recognized leader in the community.

Assess CEO Civic Engagement

Factor Your Current Rating

CEO spends 40% of work time in the community.

CEO belongs to civic or fraternal clubs.

CEO sits on committees relevant to the mission of the organization.

CEO is a recognized leader in the community. 3=Yes!; 2=Sort Of; 1=Not so much; 0= Dream on

Organic Strategic Plan

An Organic Strategic Plan

Have a strategic plan.

Make sure it is a “living” document , one that is used frequently as a tool for decision making.

Make sure it is updated regularly.

Make sure it includes measurable action steps.

Report regularly on the progress of the plan to the board and staff.

Assessing Strategic Plans

Factor Your Current Rating

We have a strategic plan.

It is a “living” document , one that is used frequently as a tool for decision making.

It is updated regularly.

It includes measurable action steps.

The CEO reports regularly on the progress of the plan to the board and staff.

Fundraising Plan

Fundraising Plan

A comprehensive plan.

Reviewed annually.

Includes short term (annual) and long-term (3-5 year) goals.

CEO works with fundraising staff to create it.

Regularly review it and alter as necessary.

Assess Your Fundraising Plan

Factor You Current Rating

We have a comprehensive plan.

We review it annually.

It includes short and long-term goals.

CEO and staff work together to create it.

CEO and staff regularly review and update it.

#1 Cheerleader to Staff

#1 Cheerleader to Staff

Champion the cause of your organization to anyone who will listen, including staff.

Executive and leadership staff need to feel engaged in the fundraising process in order to embrace it fully.

Line staff need to understand how fundraising outcomes affect them on a daily basis.

The board will reflect your support for your fundraising staff.

Assess #1 Cheerleader to Staff

Activity Current Ranking

Our CEO champions the cause of our organization to staff.

Executive and leadership staff feel engaged in the fundraising process.

Line staff understand how fundraising outcomes affect them on a daily basis.

The CEO is positive about the fundraising staff in front of the board.

CEO as Chief Fundraiser

CEO as Chief Fundraiser

You are the face of your nonprofit.

As the chief spokesperson you must articulate your organization’s mission to anyone who will listen.

NEVER apologize for asking for support.

Stay involved in the fundraising process.

Learn more about professional fundraising and best practices.

Assess CEO as Chief Fundraiser

Factor Your Current Rating

CEO articulates our organization’s mission to anyone who will listen.

CEO does not apologize for asking for support.

CEO is involved in the fundraising process.

CEO learns about professional fundraising and best practices.

How did you do?

How many people got:

50-63 points

31-49 points

21-30 points

Less than 21 points

Coming in January 2014

Susan Black’s new book from

CharityChannel Press!

Available on Amazon, Barnes & Noble and

from CharityChannel.com

Questions? Sblack@allenefundraising.com

My Contact Info: Susan Black, M.A., CFRE

Allene Professional Fundraising www.allenefundraising.com

sblack@allenefundraising.com On Twitter @SusanBlackCFRE

On Facebook at Susan Black