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Leadership Engagement:            The Key to Capacity Building                   David A. Mersky                     Janua...
INTEGRATED PLANNING            Advising nonprofits in:        www.synthesispartnership.com            • Strategy          ...
Affordable collaborative data             management in the cloud.A Service   Of:                        Sponsored by:
Today’s Speaker                                     David A. Mersky                                 Founder and Managing D...
Leadership Engagement:           The Key to Capacity                Building                           David A. Mersky    ...
©2011 Mersky, Jaffe & Associates
The State of Philanthropy in      America Today©2011 Mersky, Jaffe & Associates
The number of 501(c)(3) organizations 2001–2010
2010 charitable givingTotal = $290.89 billion
Types of recipients of contributions, 2010         Total = $290.89 billion
Total giving, 1970–2010
Total giving as a percentage of Gross Domestic                     Product, 1970–2010Data are rounded.
Total charitable giving and the Standard & Poors 500 Index                   (Adjusted for inflation)
Giving by type of recipient as a percentage of total givingData began in 1978 for foundations and in 1987 for environment/...
Types of recipients of contributions, 2010         Total = $290.89 billion
Q:             How do you get your              piece of the pie?©2010 Mersky, Jaffe & Associates
A:• A Strong Leadership Team• A Comprehensive Plan• A Compelling Case©2010 Mersky, Jaffe & Associates
PROPER                                PLANNING                                PREVENTS                                 POS...
PROPER                                 PLANNING                                 PROMOTES                                  ...
©2011 Mersky, Jaffe & Associates
GAINS:                        The Platonic Ideal                       Board member tasks and                           re...
GIVE                                     • Their gift makes a                                       difference            ...
ACKNOWLEDGE                                   • Acknowledge                                     contributions in          ...
IDENTIFY• Review existing  prospects and donors• Identify others from  communal,  professional or  personal contacts©2011 ...
ENGAGE                                      or if you prefer NURTURE                                      • Educate and en...
SOLICIT• People give to people• Approach people with  whom they are comfortable• By asking others to give,  leaders fulfil...
A strong board has…• Dedication to the organization’s purpose• Regularly scheduled discussions about goals and objectives•...
A strong board has…• Personal energy• Persistence• Commitment to change• Willingness to try new things• An understanding o...
Only a board can…• Define and disseminate the mission• Set institutional goals• Manage the assets• Authorize and oversee b...
Guiding Principles• A successful organization begets successful  board recruitment and retention• Strong staff attracts st...
Guiding Principles• Success results from the shared commitment of board  and staff• A board member who is properly prepare...
The Annual Fund Plan:                     BOARD DEVELOPMENT       • Assess the current board       • Committee on Governan...
Obstacles to Board Effectiveness• Absence of a written rationale for the  existence and role of the board• Lack of a studi...
©2011 Mersky, Jaffe & Associates
The Board Building Cycle                                             Identify      Celebrate                              ...
Identify• A board is like a puzzle• Profile your existing board• Establish criteria for new  board members• Create a file ...
Cultivate                                        • Personally invite                                          prospective ...
Recruit• Face to face meeting with  board chair, ―CEO‖ and  prospect manager• Make expectations clear• Written job descrip...
Orient                                      • Provide all new board                                        members with   ...
Involve• Conduct valuable,  informative meetings• Delegate meaningful tasks  to new board members• Pair them with veterans...
Educate                                      • Help people advance                                        within the organ...
Assess                                      • Review every board and                                        committee meet...
Rotate• Set terms for service on the  board• Groom current board for  executive positions• Continually search for new  lea...
Celebrate• Complete the board building  cycle with the achievement of  organizational goals and  fulfillment of the missio...
The Board Building Cycle                                             Identify       Celebrate                             ...
Fund Raising RolesSTAFF                                           Board•     Provides information about the            •  ...
©2011 Mersky, Jaffe & Associates
Board members are…  …busy  people  who care   deeply about   your mission©2011 Mersky, Jaffe & Associates
Board members are…                                   …champions of                                     your vision©2011 Me...
Board members are…                                     …amateurs—                                   full of passion and   ...
Mersky, Jaffe                         & Associates               Financial and Human Resource            Development Solut...
Find listings for our current season          of webinars and register at:            NonprofitWebinars.comA Service   Of:...
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Leadership Engagement: The Key to Capacity Building

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The single most important component of a robust development program is leadership. This webinar will demonstrate how nonprofit organizations can leverage individual board members and the board as a whole to engage in a successful philanthropic process.

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Transcript of "Leadership Engagement: The Key to Capacity Building"

  1. 1. Leadership Engagement: The Key to Capacity Building David A. Mersky January 18, 2012A Service Of: Sponsored by:
  2. 2. INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com • Strategy • Planning (617) 969-1881 • Organizational Development info@synthesispartnership.comA Service Of: Sponsored by:
  3. 3. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
  4. 4. Today’s Speaker David A. Mersky Founder and Managing Director, Mersky, Jaffe & AssociatesAssisting with chat questions: Hosting:April Hunt, Nonprofit Webinars Sam Frank, Synthesis PartnershipA Service Of: Sponsored by:
  5. 5. Leadership Engagement: The Key to Capacity Building David A. Mersky Founder and Managing Director Mersky, Jaffe & Associates January 18, 2012©2011 Mersky, Jaffe & Associates
  6. 6. ©2011 Mersky, Jaffe & Associates
  7. 7. The State of Philanthropy in America Today©2011 Mersky, Jaffe & Associates
  8. 8. The number of 501(c)(3) organizations 2001–2010
  9. 9. 2010 charitable givingTotal = $290.89 billion
  10. 10. Types of recipients of contributions, 2010 Total = $290.89 billion
  11. 11. Total giving, 1970–2010
  12. 12. Total giving as a percentage of Gross Domestic Product, 1970–2010Data are rounded.
  13. 13. Total charitable giving and the Standard & Poors 500 Index (Adjusted for inflation)
  14. 14. Giving by type of recipient as a percentage of total givingData began in 1978 for foundations and in 1987 for environment/animals and international affairs.
  15. 15. Types of recipients of contributions, 2010 Total = $290.89 billion
  16. 16. Q: How do you get your piece of the pie?©2010 Mersky, Jaffe & Associates
  17. 17. A:• A Strong Leadership Team• A Comprehensive Plan• A Compelling Case©2010 Mersky, Jaffe & Associates
  18. 18. PROPER PLANNING PREVENTS POSSIBLE POOR PERFORMANCE©2011 Mersky, Jaffe & Associates
  19. 19. PROPER PLANNING PROMOTES POSSIBLE POSITIVE PERFORMANCE©2011 Mersky, Jaffe & Associates
  20. 20. ©2011 Mersky, Jaffe & Associates
  21. 21. GAINS: The Platonic Ideal Board member tasks and responsibilities©2011 Mersky, Jaffe & Associates
  22. 22. GIVE • Their gift makes a difference • Their gift empowers them to serve as an advocate and ambassador • Their gift enhances their credibility to ask others to give©2011 Mersky, Jaffe & Associates
  23. 23. ACKNOWLEDGE • Acknowledge contributions in personally written letters and calls • Tell donors how valuable their gift is • Recognize donors at events personally©2011 Mersky, Jaffe & Associates
  24. 24. IDENTIFY• Review existing prospects and donors• Identify others from communal, professional or personal contacts©2011 Mersky, Jaffe & Associates
  25. 25. ENGAGE or if you prefer NURTURE • Educate and encourage prospects to support the organization • Host a meeting at home for major gift prospects • Conduct one-on-one encounters to engage prospects©2011 Mersky, Jaffe & Associates
  26. 26. SOLICIT• People give to people• Approach people with whom they are comfortable• By asking others to give, leaders fulfill their responsibility to provide financial resources• Build a community of donors and funders©2011 Mersky, Jaffe & Associates
  27. 27. A strong board has…• Dedication to the organization’s purpose• Regularly scheduled discussions about goals and objectives• No fear of failure• Unshakable confidence in the organization’s objectives• Patience—it takes time to reach goals• Priorities and timelines©2011 Mersky, Jaffe & Associates
  28. 28. A strong board has…• Personal energy• Persistence• Commitment to change• Willingness to try new things• An understanding of the role of and respect for professional staff©2011 Mersky, Jaffe & Associates
  29. 29. Only a board can…• Define and disseminate the mission• Set institutional goals• Manage the assets• Authorize and oversee budgets• Provide financial resources to fulfill the mission and meet the institutional goals• Engage the ―CEO‖• Replace themselves©2011 Mersky, Jaffe & Associates
  30. 30. Guiding Principles• A successful organization begets successful board recruitment and retention• Strong staff attracts strong board members• If your board is unwilling to pay the going rate for quality staff, you will get what you pay for©2011 Mersky, Jaffe & Associates
  31. 31. Guiding Principles• Success results from the shared commitment of board and staff• A board member who is properly prepared is productive• When recruiting your board, as in soliciting funds, you are hurt more by those who were not asked and would have said ―yes‖ than by those who say ―no‖©2011 Mersky, Jaffe & Associates
  32. 32. The Annual Fund Plan: BOARD DEVELOPMENT • Assess the current board • Committee on Governance and Leadership Development – Create job descriptions – Identification, recruitment, appointment and confirmation of members – Board member agreement? • Orientation Meeting/Materials • Evaluate©2011 Mersky, Jaffe & Associates
  33. 33. Obstacles to Board Effectiveness• Absence of a written rationale for the existence and role of the board• Lack of a studied design for the composition criteria, on site/in-house orientation and function of board members, and• Failure of control and evaluation of the board and its members by the board itself©2011 Mersky, Jaffe & Associates
  34. 34. ©2011 Mersky, Jaffe & Associates
  35. 35. The Board Building Cycle Identify Celebrate Cultivate Rotate Recruit Orient Assess Educate Involve©2011 Mersky, Jaffe & Associates
  36. 36. Identify• A board is like a puzzle• Profile your existing board• Establish criteria for new board members• Create a file for each prospect• Assign a prospect manager©2011 Mersky, Jaffe & Associates
  37. 37. Cultivate • Personally invite prospective board members to special events • Follow up with one-on-one encounters • Focus on prospect’s interests—not organizational needs • Develop relationship©2011 Mersky, Jaffe & Associates
  38. 38. Recruit• Face to face meeting with board chair, ―CEO‖ and prospect manager• Make expectations clear• Written job description• Board member agreement or commitment letter©2011 Mersky, Jaffe & Associates
  39. 39. Orient • Provide all new board members with • history • by-laws • budget review • strategic plan • org chart • mentor • Create harmony between new and old board members©2011 Mersky, Jaffe & Associates
  40. 40. Involve• Conduct valuable, informative meetings• Delegate meaningful tasks to new board members• Pair them with veterans©2011 Mersky, Jaffe & Associates
  41. 41. Educate • Help people advance within the organization • Train board members to succeed • Help individuals overcome their anxieties about asking©2011 Mersky, Jaffe & Associates
  42. 42. Assess • Review every board and committee meeting • Individual board members should do a self-evaluation • Board members should assess the board and the organization regularly©2011 Mersky, Jaffe & Associates
  43. 43. Rotate• Set terms for service on the board• Groom current board for executive positions• Continually search for new leadership• Create opportunities for ―past‖ leadership to serve©2011 Mersky, Jaffe & Associates
  44. 44. Celebrate• Complete the board building cycle with the achievement of organizational goals and fulfillment of the mission• Begin the cycle anew by identifying prospective new leadership©2011 Mersky, Jaffe & Associates
  45. 45. The Board Building Cycle Identify Celebrate Cultivate Rotate Recruit Orient Assess Educate Involve©2011 Mersky, Jaffe & Associates
  46. 46. Fund Raising RolesSTAFF Board• Provides information about the • Learns the mission and goals of the organization organization• Develops proposals and letters • Provides information about prospects• Provides first draft and coordinates • Provides final edit of and signs mailing of solicitation letters solicitation letters• Provides follow up to all solicitation • Solicits gifts on behalf of the calls organization• Sends reminders and organizes report • Uses linkages to set appointments meetings • Asks for the gift in a solicitation• Provides information about programs meeting and tax advantages in a solicitation call • Practices solicitation calls with team• Schedules solicitation rehearsals members©2011 Mersky, Jaffe & Associates
  47. 47. ©2011 Mersky, Jaffe & Associates
  48. 48. Board members are… …busy people who care deeply about your mission©2011 Mersky, Jaffe & Associates
  49. 49. Board members are… …champions of your vision©2011 Mersky, Jaffe & Associates
  50. 50. Board members are… …amateurs— full of passion and love for your core values©2011 Mersky, Jaffe & Associates
  51. 51. Mersky, Jaffe & Associates Financial and Human Resource Development Solutions for Nonprofits 800.361.8689 413.556.1074 fax www.merskyjaffe.com OFFICES IN BOSTON AND NEW YORK©2011 Mersky, Jaffe & Associates
  52. 52. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by:
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