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Afp midland tx create a fundraising action plan for your board members

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2010-10-14 presentation to AFP Midland Tx

2010-10-14 presentation to AFP Midland Tx

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Afp midland tx create a fundraising action plan for your board members Afp midland tx create a fundraising action plan for your board members Presentation Transcript

  • Create a Fundraising Action Plan for Your Board Members and Put Them to Work Where You Need Them AFP Midland, Texas October 27, 2010
  • Agenda I. Get yourself ready II. Five steps to put them to work III. Structure and support to make it happen
  • Board Members and Fundraising
  • First: What YOU Have To Do
    • 1. Get to know your board members.
    • Decide what you want them to do.
    • Allocate your own time.
    • Enlist your board leadership.
    • Create a snappy brand name.
  • Psych Yourself Up
    • Be ready to lead them
    • Be the cheerleader
    • Set realistic expectations
    • Make it fun
  • Five Steps to Success! Create a Fundraising Action Plan With Your Board Step One: Fire up your board! Step Two: Attitude adjustment! Step Three: Training - give them the right tools and skills Step Four: Very specific jobs Step Five: A great reporting and support structure
  • Step One: Fire Up Your Board About the Cause!
    • Mission moments
    • Testimonials
    • Field trips
    • IMPACT!
  • No Boring Meetings!
  • Is this your board meeting?
  • Step 2: Three DEEPER Conversations
    • What are we raising money for?
    • Why do you care about our cause?
    • 3. Why are volunteers so powerful?
  • Most Board Members’ Definition of Fundraising
  • Board Members Think Fundraising = Cold Calls
  • Board Members Think: Fundraising = Begging
  • My Yoga Teacher’s GREAT Lesson on Fundraising
  • Step 3: Training Give Them the Right Tools and Skills
    • Friendraising
    • The process of fundraising
    • Relationship building
    • It’s NEVER about money
    • High intention low pressure
    • WHAT you say
    • HOW you say it
    • Request for followup
    The Elevator Speech
  • Fundraising is NOT Asking for Money It’s Making and Keeping Friends
  • Fundraising as Friendmaking
  • Step 4: Give Them Very Specific Jobs
    • Narrow narrow focus
    • Keep it very simple
    • They get to choose
    • Not too many choices
  • Step 4: Very Specific Jobs
    • VIP Prospect List
    • Hosting tours
    • Hosting socials (door openers)
    • Tables at the gala
    • Thank you phone calls
    • Following up after events
    • Accompanying you on visits and calls
  • Fundraising IS… A Process Plenty of Activities for Board Members THANK THANK THANK AGAIN CULTIVATE AND INVOLVE ASK FOR SUPPORT IDENTIFY PROSPECTS
  • Time and Energy Spent in Each Part of the Fundraising Cycle
  • Step 5: Set Your Board Members Up To Win
  • Step 5: Reporting and Support Structure Create Ownership
    • It’s MINE!
    • Task forces
    • Team leaders
  • Guidelines for a Crackerjack Structure
    • Each person makes their own commitment
    • Specific time frame
    • Clearly identified project
    • Clearly identified goal
    • Clearly identified beneficial outcomes
    • Clearly defined jobs – no questions or dilly-dallying
    • Proper Set up
  • A Set-Up That Creates Ownership
    • Let them
      • choose what they want to do
      • set their own goals
      • take the responsibility
    • Encourage competition
  • “ Moral Support” is Essential
    • Board Chair
    • Team Leaders
    • Peer Support
    • Support = communication
    • Coaching, encouraging
    • Checking in
  • Peer Pressure
  • Keep Fundraising High On Your Board’s Agenda – 9 Questions
    • How do our fundraising programs work?
    • What are the trends in our fundraising strategies?
    • What do you most need board members to do this year?
    • Why are board members important?
    • What will it take to get us to a higher goal?
    • What will happen if we miss the goal?
    • What exactly are we raising money for?
    • What could we do if we raised more money?
    • What’s the impact we want to make in our community?
  • What Will Ruin Everything
    • Finger wagging
    • Talking down
  • Is This Your Board? Is This Your Board? Let’s go for it!
    • www.gailperry.com
    • Free Audio Download: “Asking for Gifts, How to Never, Ever Get Turned Down”
    • Facebook: Fired up Fundraising Page
    • Twitter @gailperrync
    Don’t let our relationship end today!