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.
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
• Field trips
Step 4: Give Them Very Specific
• Narrow narrow focus
• Keep it very simple
• They get to choose
• Not too many choices
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
Fundraising IS… A Process
Plenty of Activities for Board Members
Time and Energy Spent in
Each Part of the Fundraising Cycle
Step 5: Reporting and Support
Structure Create Ownership
• It’s MINE!
• Task forces
• Team leaders
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-
7. Proper Set up
A Set-Up That
• choose what they
want to do
• set their own goals
• take the
“Moral Support” is Essential
• Board Chair
• Team Leaders
• Peer Support
• Support = communication
• Coaching, encouraging
• Checking in
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?
What Will Ruin Everything
• Finger wagging
• Talking down
Is This Your Board?
Is This Your Board?
Let’s go for it!
Free Audio Download: “Asking for Gifts, How to Never, Ever Get Turn
Facebook: Fired up Fundraising Page
Don’t let our relationship end today!
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