From Resistant to Resourceful - a Collaborative Approach to Engaging Your Board in Fundraising
-
Upload
bloomerang -
Category
Leadership & Management
-
view
454 -
download
3
description
Transcript of From Resistant to Resourceful - a Collaborative Approach to Engaging Your Board in Fundraising
From Resistant to Resourceful: A Collaborative Approach to
Engaging Your Board in Fundraising
11/6/14 1pm eastern
The presentation will begin shortly.
Before We Get Started3
This presentation is being recorded!
The recording and slides will be emailed to you later this afternoon.
Please chat in any questions for our guest. We will answer them in the formal Q&A session
at the end of the presentation.
3
Today’s Guest3
Kirsten Bullock, CFRE, MBA
Kirsten is on the board of the Association for Fundraising Professionals Greater Louisville Chapter. She is an AFP Master Trainer, is the author of Simple Steps to Growing Your Donors and is a contributing author to The Essential Fundraising Handbook for Small Nonprofits.
Overview
!Collaborative Approach !Team Members / Roles !Knowledge Base !7 Steps
Collaborative Approach
Team Members / Roles
Knowledge Base
!Change Management !Communication Styles !Learning Theory !Leadership / Team Building !Fundraising Knowledge
Seven Steps!Creating a Compelling Vision
!Drafting a Simple Fundraising Plan
!Developing Your Messaging
!Creating Materials Your Board Can Use: The Pitch Kit
!Facilitating a Fundraising Planning Session With Your Board
!Training Your Board to Ask
!Checking In So Board Members Don’t Check Out
Change Management
!Buy-in is essential
!There will be resistance
Communication Styles
!Appreciate strengths
!Help others save ‘face’
Thoughtful
Influence
Skeptical
DISC Communication TypesActive
Dominance
Conscientiousness
Trusting
Steadiness
Learning Theory
Leadership / Team Building
!Assume everyone desires the best for the organization
!Focus on win-win outcomes
Leadership
!Model the way
! Inspire a shared vision !Challenge the process !Enable others to act !Encourage the heart
From The Leadership Challenge, by Kouzes & Posner
Fundraising Knowledge
!Leadership can’t make good fundraising decisions without good information
!Ideal ≠ Reality
Seven Steps!Creating a Compelling Vision
!Drafting a Simple Fundraising Plan
!Developing Your Messaging
!Creating Materials Your Board Can Use: The Pitch Kit
!Facilitating a Fundraising Planning Session With Your Board
!Training Your Board to Ask
!Checking In So Board Members Don’t Check Out
I. Creating a Compelling Vision
II. Fundraising Plan
!Include specific goals
!Break down projects into month-by-month activities
III. Develop Your Messaging: Your Case Statement
!Story
!Facts
IV. Creating Materials the Board Can Use: The Pitch Kit
!Case Statement !Scripts !Donation Forms !Sample letters / emails /
social media posts !Technical information
V. Board Fundraising Planning Session
!Provides key information about fundraising (ROI / response rates)
!Builds buy-in
Personal Board Member Fundraising Plan
!Ensures buy-in !Changes follow-up conversation
!Available at: bullockconsulting.net/board-resources
VI. Asking Training
!Demystify
!Practice
VII. Checking In So Board Members Don’t Check Out
Summary
!Why Collaboration? !Team Members / Roles !Knowledge Base !7 Steps
Questions?
Contact Information:
Kirsten M. Bullock, CFRE Bullock Consulting Inc.
[email protected] 502.509.5004
Free educational resources »
https://bloomerang.co/resources
•Daily blog post •Weekly webinar •Downloadables •Nonprofit Wrap-‐Up •Bloomerang TV
Next (free!) webinar:
An Introduction To Grant Writing w/ Julé C. Colvin
11/13 -‐ 1pm eastern
https://bloomerang.co/resources/webinars