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Key Leadership Factors for
Fundraising Success
Susan Black, CFRE
November 6, 2013
Twitter Hashtag - #4Glearn
Part
Of:

Spo...
INTEGRATED PLANNING
Advising nonprofits in:
• Strategy
• Planning
• Organizational Development

Part
Of:

www.synthesispar...
Coming Soon
Part
Of:

Sponsored by:
Today’s Speaker

Susan Black, CFRE
Principal
Allene Professional Fundraising

Jamie Maloney
Community Developer, 4Good
Par...
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 fu...
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 fundraisin...
Board Accountability
Board Accountability
 Board understands and accepts its fiduciary duties.
 Board embraces its fundraising role (doesn’t ...
Assess Board Accountability
Factor
The Board understands its fiduciary
duties.
The Board embraces its fundraising role
(do...
CEO Civic Engagement
CEO Civic Engagement
 CEO spends 40% of work time in the community
 CEO belongs to civic or fraternal clubs.
 CEO sits ...
Assess CEO Civic Engagement
Factor
CEO spends 40% of work time in the
community.
CEO belongs to civic or fraternal clubs.
...
Organic Strategic Plan
An Organic Strategic Plan
 Have a strategic plan.
 Make sure it is a “living” document , one that is used

frequently as...
Assessing Strategic Plans
Factor
We have a strategic plan.
It is a “living” document , one that is used
frequently as a to...
Fundraising Plan
Fundraising Plan
 A comprehensive plan.
 Reviewed annually.
 Includes short term (annual) and long-term (3-5 year)

goa...
Assess Your Fundraising Plan
Factor
We have a comprehensive plan.
We review it annually.
It includes short and long-term g...
#1 Cheerleader to Staff
#1 Cheerleader to Staff
 Champion the cause of your organization to anyone who

will listen, including staff.
 Executive...
Assess #1 Cheerleader to Staff
Activity
Our CEO champions the cause of our
organization to staff.
Executive and leadership...
CEO as Chief Fundraiser
CEO as Chief Fundraiser
 You are the face of your nonprofit.
 As the chief spokesperson you must articulate your

organi...
Assess CEO as Chief Fundraiser
Factor
CEO articulates our organization’s
mission to anyone who will listen.
CEO does not a...
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
Char...
Questions?
Sblack@allenefundraising.com
My Contact Info:
Susan Black, M.A., CFRE
Allene Professional Fundraising
www.allenefundraising.com
sblack@allenefundraisin...
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Key Leadership Factors for Fundraising Success

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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.

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Transcript of "Key Leadership Factors for Fundraising Success"

  1. 1. Key Leadership Factors for Fundraising Success Susan Black, CFRE November 6, 2013 Twitter Hashtag - #4Glearn Part Of: Sponsored by:
  2. 2. INTEGRATED PLANNING Advising nonprofits in: • Strategy • Planning • Organizational Development Part Of: www.synthesispartnership.com (617) 969-1881 info@synthesispartnership.com Sponsored by:
  3. 3. Coming Soon Part Of: Sponsored by:
  4. 4. Today’s Speaker Susan Black, CFRE Principal Allene Professional Fundraising Jamie Maloney Community Developer, 4Good Part Of: Founding Director of Nonprofit Webinars and Host: Sam Frank, Synthesis Partnership Sponsored by:
  5. 5. Key Leadership Factors for Fundraising Success Susan Black, CFRE Allene Professional Fundraising
  6. 6. 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.
  7. 7. Question  How many participants are the CEO of their organization?  How many participants are fundraising staff?
  8. 8. The Key to Successful Fundraising
  9. 9. 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
  10. 10. Board Accountability
  11. 11. 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.
  12. 12. Assess Board Accountability Factor 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 Your Current Rating
  13. 13. CEO Civic Engagement
  14. 14. 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.
  15. 15. Assess CEO Civic Engagement Factor 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 Your Current Rating
  16. 16. Organic Strategic Plan
  17. 17. 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.
  18. 18. Assessing Strategic Plans Factor 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. Your Current Rating
  19. 19. Fundraising Plan
  20. 20. 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.
  21. 21. Assess Your Fundraising Plan Factor 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. You Current Rating
  22. 22. #1 Cheerleader to Staff
  23. 23. #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.
  24. 24. Assess #1 Cheerleader to Staff Activity 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. Current Ranking
  25. 25. CEO as Chief Fundraiser
  26. 26. 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.
  27. 27. Assess CEO as Chief Fundraiser Factor 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. Your Current Rating
  28. 28. How did you do?  How many people got:  50-63 points  31-49 points  21-30 points  Less than 21 points
  29. 29. Coming in January 2014 Susan Black’s new book from CharityChannel Press! Available on Amazon, Barnes & Noble and from CharityChannel.com
  30. 30. Questions? Sblack@allenefundraising.com
  31. 31. My Contact Info: Susan Black, M.A., CFRE Allene Professional Fundraising www.allenefundraising.com sblack@allenefundraising.com On Twitter @SusanBlackCFRE On Facebook at Susan Black
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