Fundraising and Board Engagement: Mission, Donors, Then the World!
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Transcript of Fundraising and Board Engagement: Mission, Donors, Then the World!
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Fundraising & Board Engagement
Michael Bacon, CFREPriscilla Guajardo Cortez
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Presentation Overview
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Mission & Board Reality Check
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How Do We Connect The Board To The Mission?
Share a story with someone next to you about how your nonprofit reminds Board members of your mission, your programs and those you serve…
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Focus On Your Mission
Board recruitment
Orientation
Mission moments & Generative questions
Regular opportunities to reflect & discuss At meetings, retreats, strategic planning How did we advance the mission today?
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Board Member Roles
Thanks to Kay Sprinkel Grace
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Does this sound familiar?
“Isn’t that the staff’s job?” “I’m giving my time… that’s enough.” “I don’t know anyone.” “I’ll do anything but ask for money.”
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The Sequence of Willingness
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What tools does the Board need?
Passion for our cause
A strong case for giving
Powerful stories about how we make a difference
Staff support for accountability
Training about how to make an ask
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Believe It or Not…Noteworthy Findings:
90% of individual donors single out one particular charity for special or unusual support
94% of study donors say that charities they support never or hardly ever call them up without asking for another gift.
98% say that charities never or hardly ever pay them a visit without asking for money
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How Can Our Board Help With Fundraising?
Help identify new prospects
Set up a meeting for staff with a prospect
Invite prospects to take a tour of our nonprofit
Invite prospects to join you at an event
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Building Board Confidence
Start with Stewardship!
Board members should be thanking donors
Phone calls Handwritten notes Thank you visits
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Ambassadors Reach Out…
Everyone can play this role
Well-coached in our message
Masters of the “elevator speech”
Social Media Gives A Voice too…
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Examples of Ambassadors
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Board As Advocates
On the golf course or in the car pool – strategic in their information sharing
Could be with an institutional funder in a formal way
Informed of the case for support but also know your strategic plan and vision
Able to handle objections and concerns
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Examples of Advocates
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Board Engaged in the Community
Help solve issues on a broader level
Collaborative partnerships
Thought leaders/First to know
Draw on grassroots support to affect change
Respect and credibility in the community
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How to get your board engaged
Continue to identify stakeholders/constituents
Increased spheres of influence included on the board/advisory committees
Stakeholders’ perspective always included in decision- making
Develop/share communications tools for ease in sharing
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Benefits
Increased visibility within the broader community
Better able to respond to community needs & changes; increased accountability to the community
Increased shared ownership of the organization’s mission and strategic directions; Board more engaged, passionate, & transparent
Increased fundraising capacity and sustainability
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Challenges
Identity of constituents, community, and primary stakeholders is often unclear
Level of staff involvement
Board willingness to try new model; share power
Shift in perceptions of constituents—from a “charity”/deficit perspective to one of constituents as invaluable assets for the organization’s success
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Where to go next
Collective Impact (FSG)
http://www.ssireview.org/articles/entry/collective_impact
Community Engagement Governance Model (Judy Freiwirth)
www.allianceonline.org/sites/default/files/docs/Freiwirth%202011%20CommunityEngagement%20Governance.pdf
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