Key Leadership Factors for Fundraising Success
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Sponsored by: Key Leadership Factors for Fundraising Success Susan Black, CFRE November 6, 2013 Twitter Hashtag - #4Glearn Part Of:
description
As the CEO of your organization, you are tasked with many things from operations to quality improvement; fundraising is only one of your concerns. But did you know that everything you do affects fundraising? In fact, the most important factor in fundraising success is not the competence of your fundraiser but your own leadership and that of your Board of Trustees. Join Susan Black, CFRE to learn the six key factors for fundraising success that every nonprofit leader needs to know.
Transcript of Key Leadership Factors for Fundraising Success
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
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? [email protected]
My Contact Info: Susan Black, M.A., CFRE
Allene Professional Fundraising www.allenefundraising.com
[email protected] On Twitter @SusanBlackCFRE
On Facebook at Susan Black
