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.

kirsten@bullockconsulting.net 502.509.5004

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