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Fundraisers' guide to working with board members
 

Fundraisers' guide to working with board members

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    Fundraisers' guide to working with board members Fundraisers' guide to working with board members Document Transcript

    • The fundraiser’s guide to working withboard membersByGayle L. Gifford, ACFREPresidentwww.ceffect.com 401.331.2272 gayle@ceffect.com@gaylegifford
    • The Fundraisers Guide to Working With Your BoardDate: October 15, 2012Presenter: Gayle L. Gifford, ACFRE, President, Cause & Effect Inc._______________________________________________________________Who knows others is clever,Who knows him/ herself has insight.Who conquers others has force,Who conquers him/ herself is truly strong.Tao Te Ching by Lao Tzu, 33, Adapted translation from John WuTopics for discussion Working with your board members Stages of change Four framing perspectives to improve your leadershipEssential board functions Understand and respond to community need Create a compelling vision and strategy for societal betterment Produce results Ensure that the organization is trustworthy, healthy, resilient and lives its values Ensure an excellent board Set strategic goals and objectives that link money to outcomes Ensure a reasonably achievable revenue strategy with clear designation of who is responsible for what resultsCommon mistakes in working with board members Thinking group decisions or job descriptions will motivate individual action Thinking scolding will produce action Failing to engage leadership Assuming high levels of board member commitment or understanding of the mission Assuming your needs are high priority for your board member Assuming board member understanding and commitment to the case for support Failure to provide a detailed action plan, broken into baby steps Treating every board member the same, with the same level of expectation Forgetting to create a developmental plan for each board member Failure to follow up Not respecting or leveraging board roles and protocols Recruiting board members for their connections without asking if they are willing to use those connections for your organization.See http://bit.ly/SJFfr2Copyright 2012. Reprint with acknowledgement. Not for commercial reuse. 2 www.ceffect.com gayle@ceffect.com 401.331.2272
    • The Fundraisers Guide to Working With Your BoardDate: October 15, 2012Presenter: Gayle L. Gifford, ACFRE, President, Cause & Effect Inc._______________________________________________________________Stages of Change Model1. Precontemplation: I haven’t thought about this yet  Validate lack of readiness  Create interest and awareness  Encourage self-exploration2. Contemplation: How will this turn out? Is this good for me? Can I make this happen? How does this compare to other choices I have?  Persuade  Motivate and encourage  Reduce costs3. Preparation/Action: Do I have the skills to do this? Will my environment allow me to adopt the behavior?  Believe the behavior can actually be accomplished  Provide instruction  Teach new skills  Practice  Change beliefs about the system if those are incorrect  Change conditions/change the system if beliefs about system are correct4. Maintenance: Was this the right thing to do? Can I keep doing it?  Maintain action  Provide rewards  Reinforce behaviorsOverview of the Transtheoretical Model of behavior change. From James O.Prochaska, et. al. See http://www.uri.edu/research/cprc/transtheoretical.htmMarketing Social Change, Chapter 4, Alan R. AndreasenFraming ToolsCopyright 2012. Reprint with acknowledgement. Not for commercial reuse. 3 www.ceffect.com gayle@ceffect.com 401.331.2272
    • The Fundraisers Guide to Working With Your BoardDate: October 15, 2012Presenter: Gayle L. Gifford, ACFRE, President, Cause & Effect Inc._______________________________________________________________Frame Definition StrategiesStructural About the systems, Attune structure to the task, structures, organization technology and environmentHuman All about the people Get the right people, in theResource right jobs, motivated, engaged and working togetherPolitical About networks, Use of agenda, authority, influence, power networks, power, bargaining, interests, ecosystemsSymbolic About meaning Use culture, story, ritual, myth, ceremony, symbols to create meaning and motivate actionFrom: Reframing Organizations, Lee G. Bolman & Terrence E. DealWhat Volunteers Need from Staff (or each other) to give orget Leadership and direction A compelling case for support that links money to outcomes The right assignment that corresponds to their movement up the ladder A plan with practical and doable actions Personalized training, coaching, and encouragement Logistical support Gratitude CelebrationFive Aspects of Fundraising Where Board Members CanParticipate1. Match making2. Friend making3. Asking4. Thanking5. StewardingA Few Common Fundraising Mistakes Board MembersMakeCopyright 2012. Reprint with acknowledgement. Not for commercial reuse. 4 www.ceffect.com gayle@ceffect.com 401.331.2272
    • The Fundraisers Guide to Working With Your BoardDate: October 15, 2012Presenter: Gayle L. Gifford, ACFRE, President, Cause & Effect Inc._______________________________________________________________ Not linking the fundraising goal to a powerful vision of the community change you are trying to create Believing that spending hours in board meetings talking about the need for more money will actually raise more money Launching events without calculating what it will take to raise the amount of money needed. Not assessing the work on the event against other investments of resources. Avoiding personal fears by ignoring the advice of the professionals Thinking all you need to do to raise a lot of money is to know or recruit rich people to the boardAction Items When You Return to the Office Interview three board members Develop strategy for each board member ___________________________________________ ___________________________________________ ___________________________________________A Few Resources Asking by Jerold Panas Friendraising. Community engagement strategies for boards who hate fundraising but love making friends by Hildy Gottlieb Keep your Donors, by Simone P. Joyaux and Tom Ahern How to Make Your Board Dramatically More Effective, Starting Today by Gayle L. Gifford How to Raise $500 to $5000 From Almost Anyone, by Andy Robinson (formerly Big Gifts for Small Groups) Network for Good Learning Center www.fundraising123.org For Impact Newsletter, www.forimpact.org Reframing Organizations by Lee G. Bolman and Terrence E. Deal. Transtheoretical Model of behavior change. From James O. Prochaska, et. al. See http://www.uri.edu/research/cprc/transtheoretical.htm Marketing Social Change, Alan R. AndreasenCopyright 2012. Reprint with acknowledgement. Not for commercial reuse. 5 www.ceffect.com gayle@ceffect.com 401.331.2272
    • The Fundraisers Guide to Working With Your BoardDate: October 15, 2012Presenter: Gayle L. Gifford, ACFRE, President, Cause & Effect Inc._______________________________________________________________#1: What’s your vision?Describe your ideal relationship with your board and individual board members.Copyright 2012. Reprint with acknowledgement. Not for commercial reuse. 6 www.ceffect.com gayle@ceffect.com 401.331.2272
    • The Fundraisers Guide to Working With Your BoardDate: October 15, 2012Presenter: Gayle L. Gifford, ACFRE, President, Cause & Effect Inc._______________________________________________________________#2: Getting to know your board membersLet’s develop a list of questions that you can use to interview individual boardmembers. Write down two questions you would like to ask that will help yougain a deeper understanding of your board member, help them gain insightabout themselves, or help you design an engagement strategy for that person.We’ll go around the room and share questions to add to your list. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.Copyright 2012. Reprint with acknowledgement. Not for commercial reuse. 7 www.ceffect.com gayle@ceffect.com 401.331.2272
    • The Fundraisers Guide to Working With Your BoardDate: October 15, 2012Presenter: Gayle L. Gifford, ACFRE, President, Cause & Effect Inc._______________________________________________________________#3: Action Plan for a Board MemberBoard member Jane Smith is a very successful business person who grew up inProvidence. She is in her 60s and seems to know almost everyone in town, bothprofessionally and personally. She has been making a $500 annual gift to yourorganization, but you are fairly confident she has the capacity to give more.You have not worked with Jane before. Jane says she is new to fundraising. Shehas volunteered to serve on your campaign planning committee which is gettingready to start a $3 million growth campaign. She is willing to participate inprospect screening and has offered to set up meetings for you. She has said thatunder no circumstances would she ask for money.1. What is Jane’s potential? What are your aspirations for Jane?2. In relationship to your aspirations, where do you think she is on the stages of change ladder in relationship to solicitation? What evidence points to that?3. Considering what you have learned, outline at least four steps you will take to move this board member up the ladder. Why did you select those steps?Copyright 2012. Reprint with acknowledgement. Not for commercial reuse. 8 www.ceffect.com gayle@ceffect.com 401.331.2272
    • The Fundraisers Guide to Working With Your BoardDate: October 15, 2012Presenter: Gayle L. Gifford, ACFRE, President, Cause & Effect Inc._______________________________________________________________#4: Board fundraising activitiesPretend you are your board member. Brainstorm two activities in each categorythat you are willing to do to help support fundraising. Then, consider what youneed from staff to make you successful in undertaking this activity. Board Member What you need Activity from staffMatch makingFriend makingAskingThankingStewardingCopyright 2012. Reprint with acknowledgement. Not for commercial reuse. 9 www.ceffect.com gayle@ceffect.com 401.331.2272
    • The Fundraisers Guide to Working With Your BoardDate: October 15, 2012Presenter: Gayle L. Gifford, ACFRE, President, Cause & Effect Inc._______________________________________________________________About the presenterGayle L. Gifford, ACFRE, is President of the consulting firm, Cause & Effect Inc. Anationally respected consultant, writer and trainer, Gayle has over 25 years ofexperience in building nonprofit capacity in governance, strategic and businessplanning, fund raising, facilitation, program development, and communications.Gayle’s work to strengthen nonprofits is fueled by her passion for a greener,more just and peaceful world.Author of the newly released How to Make Your Board Dramatically MoreEffective, Starting Today, published by Emerson & Church, Gayle writes, blogsand tweets on many aspects of nonprofits. She is an adjunct instructor innonprofit management and organization development in master’s programs atBrown University and Simmons College.Her nonprofit clients have ranged from the grassroots to international, includingthe House of the Seven Gables, May Institute, PLAN International, ProgresoLatino, WaterFire Providence, the Rhode Island Foundation and Women’s Voicesfor the Earth.Gayle serves on the board of WaterFire Providence and Blackstone AcademyCharter School and serves on the Advisory Council of Latino Dollars for Scholarsand the Rhode Island Museum of Science and Art.Gayle is one of the 100 fund development professionals worldwide (and onlytwo in RI) who have achieved the ACFRE advanced fundraising credentialawarded by the Association of Fundraising Professionals.You can reach Gayle at 401.331.2272 or gayle@ceffect.com. Or follow her onTwitter @gaylegifford or her blog, The Butterfly Effect, atwww.ceffect.com/blog. You can also sign up for her free monthly newsletter atwww.ceffect.com.Copyright 2012. Reprint with acknowledgement. Not for commercial reuse. 10 www.ceffect.com gayle@ceffect.com 401.331.2272