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Create a Fundraising Action Plan for
Your Board Members
and
Put Them to Work
Where You Need Them
AFP Midland, Texas
Octobe...
Agenda
I. Get yourself ready
II. Five steps to put them to work
III. Structure and support to make it happen
2
Board Members
and Fundraising
3
First: What YOU Have To Do
1. Get to know your board members.
2.Decide what you want them to do.
3.Allocate your own time....
Psych Yourself Up
• Be ready to lead them
• Be the cheerleader
• Set realistic expectations
• Make it fun
5
Five Steps to Success!
Create a Fundraising Action Plan
With Your Board
Step One: Fire up your board!
Step Two: Attitude a...
Step One: Fire Up Your Board
About the Cause!
• Mission moments
• Testimonials
• Field trips
• IMPACT!
7
No Boring Meetings!
8
9
Is this your board meeting?
Step 2: Three DEEPER Conversations
1.What are we raising money for?
2.Why do you care about our cause?
3. Why are voluntee...
Most Board Members’ Definition of
Fundraising
11
Board Members Think
Fundraising = Cold Calls
12
Board Members
Think:
Fundraising =
Begging
13
My Yoga
Teacher’s
GREAT Lesson
on Fundraising
14
Step 3: Training
Give Them the Right Tools and Skills
• Friendraising
• The process of fundraising
• Relationship building...
• 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
17
Fundraising as Friendmaking
18
Step 4: Give Them Very Specific
Jobs
• Narrow narrow focus
• Keep it very simple
• They get to choose
• Not too many choic...
Step 4: Very Specific Jobs
1. VIP Prospect List
2. Hosting tours
3. Hosting socials (door openers)
4. Tables at the gala
5...
Fundraising IS… A Process
Plenty of Activities for Board Members
THANK THANK
THANK AGAIN
CULTIVATE AND
INVOLVE
ASK FOR
SUP...
Time and Energy Spent in
Each Part of the Fundraising Cycle
22
Step 5:
Set Your Board Members
Up To Win
23
Step 5: Reporting and Support
Structure Create Ownership
• It’s MINE!
• Task forces
• Team leaders
24
Guidelines for a Crackerjack Structure
1. Each person makes their own commitment
2. Specific time frame
3. Clearly identif...
A Set-Up That
Creates Ownership
Let them
• choose what they
want to do
• set their own goals
• take the
responsibility
Enc...
“Moral Support” is Essential
• Board Chair
• Team Leaders
• Peer Support
• Support = communication
• Coaching, encouraging...
Peer Pressure
28
Keep Fundraising High
On Your Board’s Agenda – 9 Questions
1.How do our fundraising programs work?
2.What are the trends i...
What Will Ruin Everything
• Finger wagging
• Talking down
30
Is This Your Board?
Is This Your Board?
31
Let’s go for it!
www.gailperry.com
Free Audio Download: “Asking for Gifts, How to Never, Ever Get Turn
Facebook: Fired up Fundraising Page
...
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Afp midland tx create a fundraising action plan for your board members

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2010-10-27 Presentation to AFP Midland TX

Published in: News & Politics
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  • Transcript of "Afp midland tx create a fundraising action plan for your board members"

    1. 1. Create a Fundraising Action Plan for Your Board Members and Put Them to Work Where You Need Them AFP Midland, Texas October 27, 2010 1
    2. 2. Agenda I. Get yourself ready II. Five steps to put them to work III. Structure and support to make it happen 2
    3. 3. Board Members and Fundraising 3
    4. 4. First: What YOU Have To Do 1. Get to know your board members. 2.Decide what you want them to do. 3.Allocate your own time. 4.Enlist your board leadership. 5.Create a snappy brand name. 4
    5. 5. Psych Yourself Up • Be ready to lead them • Be the cheerleader • Set realistic expectations • Make it fun 5
    6. 6. 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 6
    7. 7. Step One: Fire Up Your Board About the Cause! • Mission moments • Testimonials • Field trips • IMPACT! 7
    8. 8. No Boring Meetings! 8
    9. 9. 9 Is this your board meeting?
    10. 10. Step 2: Three DEEPER Conversations 1.What are we raising money for? 2.Why do you care about our cause? 3. Why are volunteers so powerful? 10
    11. 11. Most Board Members’ Definition of Fundraising 11
    12. 12. Board Members Think Fundraising = Cold Calls 12
    13. 13. Board Members Think: Fundraising = Begging 13
    14. 14. My Yoga Teacher’s GREAT Lesson on Fundraising 14
    15. 15. 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 15
    16. 16. • WHAT you say • HOW you say it • Request for followup The Elevator Speech
    17. 17. Fundraising is NOT Asking for Money It’s Making and Keeping Friends 17
    18. 18. Fundraising as Friendmaking 18
    19. 19. Step 4: Give Them Very Specific Jobs • Narrow narrow focus • Keep it very simple • They get to choose • Not too many choices 19
    20. 20. Step 4: Very Specific Jobs 1. VIP Prospect List 2. Hosting tours 3. Hosting socials (door openers) 4. Tables at the gala 5. Thank you phone calls 6. Following up after events 7. Accompanying you on visits and calls 20
    21. 21. Fundraising IS… A Process Plenty of Activities for Board Members THANK THANK THANK AGAIN CULTIVATE AND INVOLVE ASK FOR SUPPORT IDENTIFY PROSPECTS 21
    22. 22. Time and Energy Spent in Each Part of the Fundraising Cycle 22
    23. 23. Step 5: Set Your Board Members Up To Win 23
    24. 24. Step 5: Reporting and Support Structure Create Ownership • It’s MINE! • Task forces • Team leaders 24
    25. 25. Guidelines for a Crackerjack Structure 1. Each person makes their own commitment 2. Specific time frame 3. Clearly identified project 4. Clearly identified goal 5. Clearly identified beneficial outcomes 6. Clearly defined jobs – no questions or dilly- dallying 7. Proper Set up 25
    26. 26. A Set-Up That Creates Ownership Let them • choose what they want to do • set their own goals • take the responsibility Encourage competition 26
    27. 27. “Moral Support” is Essential • Board Chair • Team Leaders • Peer Support • Support = communication • Coaching, encouraging • Checking in 27
    28. 28. Peer Pressure 28
    29. 29. Keep Fundraising High On Your Board’s Agenda – 9 Questions 1.How do our fundraising programs work? 2.What are the trends in our fundraising strategies? 3.What do you most need board members to do this year? 4.Why are board members important? 5.What will it take to get us to a higher goal? 6.What will happen if we miss the goal? 7.What exactly are we raising money for? 8.What could we do if we raised more money? 9. What’s the impact we want to make in our community? 29
    30. 30. What Will Ruin Everything • Finger wagging • Talking down 30
    31. 31. Is This Your Board? Is This Your Board? 31 Let’s go for it!
    32. 32. www.gailperry.com Free Audio Download: “Asking for Gifts, How to Never, Ever Get Turn Facebook: Fired up Fundraising Page Twitter @gailperrync Don’t let our relationship end today! 32
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