Engage your Board in Fundraising -...
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Engage your Board in Fundraising
Transcript of Engage your Board in Fundraising -...
Engage your Board in Fundraising
Welcome!
Tweeting?
@pursuant
@network4good
#nonprofit911
• Founder: Girlstart
• VP Training, Pursuant
• Featured on: Oprah, CNN, the Today Show
• AFP Outstanding Fundraiser of the Year
T: @rachelmuir
Your speaker Rachel Muir, CFRE
Agenda
What great board
members do differently How to
get them raising $
Improve
board
meetings What will & won’t inspire your board
Bonus: free
board
contract
Download the FREE sample board contract at: pursuant.com/boardcontract
Poll: What size is your annual operating budget?
Poll: How many years have you been
working as a fundraiser?
Is this
you? Building an A team board is hard work
“I wasn’t told I’d have to fundraise!”
“We do all the work and the board just approves it. They
feel irrelevant.”
“I’m giving you my time. That’s worth
a lot of money!”
“Staff raises money. We suggest who
to ask.”
“We lack the time and resources the board requires.”
“I’m allergic to
fundraising.”
There is no such thing as a fundraising allergy
Magical thinking
Who you thought you were getting
What Do Great Boards Do Differently?
5 traits of great board members
Hold themselves AND org accountable
Passionate about mission
Open doors to donors and give themselves
Focus on mission and see the big picture
Bravely ask hard questions
5 ways to make them fundraising superheroes
Cultivate them just like you would a major donor.
Sources: Penelope Burke, Author Donor Centered Fundraising, Kivi Leroux Miller, Author Nonprofit Marketing Guide
To make a difference
Appreciation
Feel in the know (inclusion)
Access to leadership
Confirmation gift “set to work” as intended
What donors want
Do you know…
Why I made my first gift to you?
What I am most passionate about?
What my top philanthropic
priorities are?
Why your cause matters to me?
What I love about what I do?
The best gift I ever gave and why?
What projects are most appealing
to me and why?
Get them UP CLOSE to the mission. You are igniting a FIRE in their belly for your cause.
Board member feels connected
Inspired by your work & need
Want to have an impact & recruit others
Winning formula
Give them manageable satisfying work. No more than 3 prospects.
Help them feel like active contributors. Make them heroes.
Tap into board member’s expertise
Build confidence & satisfaction by having them call to thank donors.
Actions that boost donor retention
Thank you call
from board
member
Source: Burk, P. (2012). The Cygnus Donor Survey, Where Philanthropy is Headed in
2012, US Edition. Chicago: Cygnus Applied Research
Thank you call
from staff
member
Consider your invitation to fundraising
Is it…
Made clear in the board
recruitment process?
Specified in the board
contract?
Discussed in the board
orientation?
Free sample board contract
Visit
pursuant.com/boardcontract
Fundraising is the f word to many board members.”
“ Gail Perry
They’re afraid…
They are “hitting someone up”
It will feel like begging
They’ll be on the spot or put the
donor on the spot
The donor will say no
They’ll be rejected and fail
The Right Way
Sharing passion Just trying to help There’s plenty to be given Giving is joyous Being asked makes donors feel important If they take the visit high likelihood they’ll make gift
The Wrong Way
Present dollar goal as case “If you don’t give we’ll close our doors”
We don’t convince donors. We help them realize they already care.”
“ Marc Koeing, Nonprofit Hub
No more “bored” meetings
5 tips for great board meetings
Throw away Robert’s Rules of Order
Start with fun ice breaker or thank-a-thon
Feature client or staff testimonials
Give agenda theme, goals, or outcomes
Split into small groups to brainstorm/present
Source: Perry, G. (2007). Fired-Up Fundraising. New Jersey: John Wiley & Sons.
Download your FREE sample
board contract at
pursuant.com/boardcontract
Follow us @pursuant
Did you know Pursuant offers classroom and custom training?
Visit
Pursuantlabs.org
Oct 14: Fearless Fundraising
Nov 11: Launch a Successful Capital Campaign
Nov 12: Become a Fundraiser in a Day
Join us in Dallas for training or we’ll come to you.
Dec 2: Engaging your Board in Fundraising
Visit
Pursuantlabs.
org
Engaging Boards in Fundraising Dec 2nd
Overcome fundraising objections
Master board recruitment & structure
Qualify, retain & upgrade donors
The art of storytelling
Get one night
free hotel!
Questions?
Thank you!
Follow us @pursuant.com
Download your FREE sample
board contract at pursuant.com/boardcontract
