Expanding Your Reach:  Engage Your Board
Handouts & Templates   Handouts & templates fromtoday’s session are available here:       http://bit.ly/RZpc6r
Who is here?               3
Lori L. Jacobwith                 •   25+ years as a communication                     strategist & fundraising coach     ...
What does Lori do?                 Speaking, Training, Webinars                           Being a part of this community  ...
Lynne Twist
Where we are heading today
What we will cover What is the difference between fundraising and  development? Who is responsible for development outco...
What we will coverAND… How to measure & share activity updates that  will cause the board to be more interested in  helpi...
Expanding Your Reach Engaging Your Board                      What are your                         biggest               ...
The difference betweenfundraising and development?
Definition  Fundraising:  The raising of assets and  resources  from various sources for  the support of an  organization ...
Definition             Development:             The total process by             which an organization             increas...
EVERYONE is busy                   14
Board Duties & Responsibilities  • Determine the Organizations Mission and    Purpose  • Engage in Strategic Thinking and ...
Board Duties & Responsibilities • Select and Support the Chief Executive and   Review Their Performance • Enhance the Orga...
Expanding Your Reach Engaging Your Board     Secret  Communication  Communication  Communication
The Secret to Fundraising:        Clear, Bold Communication    • Telling Your Story - Intro    • Asking – Take Action    •...
Support of all kinds moves towardboldness & clarity of communication                                      19
What People WantNotice meLike meTouch meDo what I sayMiss me if I’m gone
“Feeling good is what   nonprofits sell.”         ~ Seth Godin, Author & Marketing guru
Board Communication  1. Includes listening.  2. It’s personal.  3. Provides meaningful feedback both     ways.  4. Provide...
Storytelling: Primary way of learning                                    23
People will forget what you said. People willforget what you did. But people will neverforget how you made them feel.     ...
Who is responsible fordevelopment outcomes?
Fundraising          Whose job IS it?
Development is everyone’s job                                27
Engaging Your Board    Every team must have a team leader              Who is yours?
When should the funddevelopment discussion begin   with board members?
Board: Identify & Recruit                    Know what you are                     looking for.                    Set e...
Identify & Recruit
Identify & Recruit
Expanding Your Reach Engaging Your Board     WHAT exactly do you want them      to do in their board capacity?         Pro...
Ongoing Board Effectiveness
Board Communication What information do you share to allow       board members to shine?
Engaging Your Board                Be clear about all duties &                responsibilities, especially                ...
What IS your impact?   And what does it cost, per person, per   week, per ?? to achieve that impact?
Expanding Your Reach Engaging Your Board                Funding Gap:                What you project in                exp...
Other Gap Messages         Why you exist: The need for             your organization             Your Funding Gap         ...
How does money given bring joy?
Treat them as insiders. Share timely news.         Both good and not so good.
CommunicationThe most taken for granted & important     component of development.
Expanding Your Reach Engaging Your Board               What’s missing in your               current communication         ...
Expanding Your Reach Engaging Your BoardYour CommunicationYou have a rareopportunity to empowerpeople to feel like asuper ...
Expanding Your Reach Engaging Your Board         “Thank and Release”           Annual Elections      Term Limits Are Your ...
Engaging Your Board Expanding Your Reach          100%
Expanding Your Reach Engaging Your Board"Accountability isbeing held responsiblefor ones actions…          .
Expanding Your Reach Engaging Your Board            “Responsibility implies there is              a consequence, that is, ...
Expanding Your Reach Engaging Your BoardAccountability worksbecause people careabout the outcome,and they want othersto kn...
Expanding Your Reach Engaging Your BoardFour necessary ingredients for holding peopleaccountable:1.         Establishing c...
What are some ways the boardcan be involved and NOT have to         ask for money?
Ways to be involved in Development  Make a  personal gift.
Ways to be involved in Development                 Invite others TO                 GIVE time, talent,                 stu...
Ways to be involved in Development  Invite people INTO  the organization:  Act as “ambassador”  and advocate.
Ways to be involved in Development   Thank recent  happy donors.
Ways to be involved in Development                 Participate actively                 in some aspect of                 ...
Ways to be involved in Development     Hold each other accountable.
Expanding Your Reach Engaging Your Board Ways to be involved in development: • Make a personal gift. • Invite others TO GI...
How to measure & share activity   updates that will cause the board to be more interested inhelping with fund development?
Expanding Your Reach Engaging Your Board           Measuring Success Together: Clarify and commit to the duties       & re...
Measure Your Activity
Measure Your Activity
Measure Your Activity
Expanding Your Reach Engaging Your Board                   Measuring Success                   1. What measures does      ...
Expanding Your Reach Engaging Your BoardMeasuring Success2. Who on the boardis your partner toensure expectationsare met?
Expanding Your Reach Engaging Your Board           Measuring Success    3. Do you use a dashboard to show   activity and h...
Your Organization Name Here                                              Governance Scorecard Full Board and Committee Par...
Measure Your Activity
Measure Your Activity Other things to measure: • # of one-on-one visits • # of asks • # of thank you calls v. # of gifts •...
Expanding Your Reach Engaging Your Board                    Powerful                    contributions are                 ...
Expanding Your Reach Engaging Your Board                                      72
Expanding Your Reach Engaging Your Board   The board signs an annual board   agreement that clearly spells out    what the...
Expanding Your Reach Engaging Your Board      Our board knows they are        expected to assist with   development effort...
Expanding Your Reach Engaging Your Board    Our board conducts an annual          self assessment.                YES or N...
Expanding Your Reach Engaging Your Board    I am certain our staff (if we have      staff) provides the board with      da...
Expanding Your Reach Engaging YourBoard     100% of our board makes an        annual financial gift.               YES or ...
How to “train” the board to be an asset to your fundraising            team?
Board Orientation    Current process vs. Future process
Board Orientation – Use checklistFour key areas to focus on: Special meeting for new Board membersOrientation packetPer...
Expanding Your Reach Engaging Your Board Provide boardmembers with tools and information    to do their  job with ease.
The Fundraising Habits of SupremelySuccessful Boards. ~ Jerold Panas
Trustees can inspire confidence. Boardmembers have an unusual opportunityto inspire people & set an example.              ...
ResourcesListen: My Perspective on Board Recruitment & Retentionhttp://tinyurl.com/7uurtubSix Steps to Exceptional Nonprof...
Tell:One thing you aregoing to change atyour organization.One ah ha you hadtoday.                     86
Resources                        Purchase today: $7.99                        OR Available at: Amazonwww.LoriJacobwith.com...
Coaching from Lori                Even with 30 years                  of experience I                   always learn      ...
Expanding Your Reach   Engaging Your Board   Handouts & templates fromtoday’s session are available here:       http://bit...
LoriJacobwith ExpandYourReachEngageYourBoard Nonprofit Day Erie PA_oct2012
LoriJacobwith ExpandYourReachEngageYourBoard Nonprofit Day Erie PA_oct2012
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LoriJacobwith ExpandYourReachEngageYourBoard Nonprofit Day Erie PA_oct2012

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Slides from October 10, 2012 Nonprofit Day 2012 hosted by Nonprofit Partnership in Erie, PA. Handouts reference in the session can be accessed via the Dropbox link posted in the slides.

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LoriJacobwith ExpandYourReachEngageYourBoard Nonprofit Day Erie PA_oct2012

  1. 1. Expanding Your Reach: Engage Your Board
  2. 2. Handouts & Templates Handouts & templates fromtoday’s session are available here: http://bit.ly/RZpc6r
  3. 3. Who is here? 3
  4. 4. Lori L. Jacobwith • 25+ years as a communication strategist & fundraising coach • Measurable: Since 2001 I’ve helped organizations raise nearly $200 million from individual LJacobwith donors. And counting. LJacobwith • Founder of the Ignited Online Fundraising Community - 2009
  5. 5. What does Lori do? Speaking, Training, Webinars Being a part of this community reminds me to put into action all the things I’ve learned & don’t always use. It’s an incredible LJacobwith resource! ~ Debbie LJacobwith Coaching for fundraising professionals
  6. 6. Lynne Twist
  7. 7. Where we are heading today
  8. 8. What we will cover What is the difference between fundraising and development? Who is responsible for development outcomes? When should the fundraising/development discussion begin with board members? What are some ways the board can be involved and NOT have to ask for money?
  9. 9. What we will coverAND… How to measure & share activity updates that will cause the board to be more interested in helping with fund development? How to “train” the board to be an asset to your fundraising team?
  10. 10. Expanding Your Reach Engaging Your Board What are your biggest challenges with your board?
  11. 11. The difference betweenfundraising and development?
  12. 12. Definition Fundraising: The raising of assets and resources from various sources for the support of an organization or a specific project. ~ Source: AFP Fundraising Dictionary, (Association of Fundraising Professionals)
  13. 13. Definition Development: The total process by which an organization increases public understanding of its mission and acquires financial support for its programs. ~ Source: AFP Fundraising Dictionary, (Association of Fundraising Professionals)
  14. 14. EVERYONE is busy 14
  15. 15. Board Duties & Responsibilities • Determine the Organizations Mission and Purpose • Engage in Strategic Thinking and Planning • Approve and Monitor the Organizations Work • Ensure Adequate Financial Resources • Provide Effective Fiscal Oversight • Ensure Sound Risk Management Policies
  16. 16. Board Duties & Responsibilities • Select and Support the Chief Executive and Review Their Performance • Enhance the Organizations Public Image • Carefully Select and Orient New Board Members and Board Leaders • Maintain Board Structure and Operations • Organize & Participate on Committees and Task Forces
  17. 17. Expanding Your Reach Engaging Your Board Secret Communication Communication Communication
  18. 18. The Secret to Fundraising: Clear, Bold Communication • Telling Your Story - Intro • Asking – Take Action • Maximize Relationships – Stay Relevant • Managing Data
  19. 19. Support of all kinds moves towardboldness & clarity of communication 19
  20. 20. What People WantNotice meLike meTouch meDo what I sayMiss me if I’m gone
  21. 21. “Feeling good is what nonprofits sell.” ~ Seth Godin, Author & Marketing guru
  22. 22. Board Communication 1. Includes listening. 2. It’s personal. 3. Provides meaningful feedback both ways. 4. Provides them with information they want to share with others.
  23. 23. Storytelling: Primary way of learning 23
  24. 24. People will forget what you said. People willforget what you did. But people will neverforget how you made them feel. ~ Maya Angelo
  25. 25. Who is responsible fordevelopment outcomes?
  26. 26. Fundraising Whose job IS it?
  27. 27. Development is everyone’s job 27
  28. 28. Engaging Your Board Every team must have a team leader Who is yours?
  29. 29. When should the funddevelopment discussion begin with board members?
  30. 30. Board: Identify & Recruit  Know what you are looking for.  Set expectations early.
  31. 31. Identify & Recruit
  32. 32. Identify & Recruit
  33. 33. Expanding Your Reach Engaging Your Board WHAT exactly do you want them to do in their board capacity? Provide clear direction.
  34. 34. Ongoing Board Effectiveness
  35. 35. Board Communication What information do you share to allow board members to shine?
  36. 36. Engaging Your Board Be clear about all duties & responsibilities, especially if they include helping with development activities. Reward them for helping!
  37. 37. What IS your impact? And what does it cost, per person, per week, per ?? to achieve that impact?
  38. 38. Expanding Your Reach Engaging Your Board Funding Gap: What you project in expenses minus what you receive from grants, fees for service, ticket sales, contributions, United Way and other known sources.
  39. 39. Other Gap Messages Why you exist: The need for your organization Your Funding Gap Program messages One person example
  40. 40. How does money given bring joy?
  41. 41. Treat them as insiders. Share timely news. Both good and not so good.
  42. 42. CommunicationThe most taken for granted & important component of development.
  43. 43. Expanding Your Reach Engaging Your Board What’s missing in your current communication with your board? • What do you want them to do more of? • What would a successful and fully engaged board look like?
  44. 44. Expanding Your Reach Engaging Your BoardYour CommunicationYou have a rareopportunity to empowerpeople to feel like asuper hero.To cause a connectionthat deeply aligns withthat person’s highestideals and values.
  45. 45. Expanding Your Reach Engaging Your Board “Thank and Release” Annual Elections Term Limits Are Your Friend On the board v. On Board
  46. 46. Engaging Your Board Expanding Your Reach 100%
  47. 47. Expanding Your Reach Engaging Your Board"Accountability isbeing held responsiblefor ones actions… .
  48. 48. Expanding Your Reach Engaging Your Board “Responsibility implies there is a consequence, that is, a reward for meeting obligations and absence of reward for failing to meet them.”
  49. 49. Expanding Your Reach Engaging Your BoardAccountability worksbecause people careabout the outcome,and they want othersto know they arereliable.” ~ Source: London, M., &London, M. (2007). First-time leaders of small groups:how to create high-performing committees, task forces,clubs, and boards. San Francisco: John Wiley & Sons.
  50. 50. Expanding Your Reach Engaging Your BoardFour necessary ingredients for holding peopleaccountable:1. Establishing clear expectations;2. Preparing people to meet those expectations with needed training and support;3. Monitoring performance, and4. Attaching consequences to the results ~ Source: London, M., & London, M. (2007). First-time leaders of small groups: how to create high-performing committees, task forces, clubs, and boards. San Francisco: John Wiley & Sons
  51. 51. What are some ways the boardcan be involved and NOT have to ask for money?
  52. 52. Ways to be involved in Development Make a personal gift.
  53. 53. Ways to be involved in Development Invite others TO GIVE time, talent, stuff or $.
  54. 54. Ways to be involved in Development Invite people INTO the organization: Act as “ambassador” and advocate.
  55. 55. Ways to be involved in Development Thank recent happy donors.
  56. 56. Ways to be involved in Development Participate actively in some aspect of raising awareness & sharing how money makes an impact.
  57. 57. Ways to be involved in Development Hold each other accountable.
  58. 58. Expanding Your Reach Engaging Your Board Ways to be involved in development: • Make a personal gift. • Invite others TO GIVE time, talent, stuff or $. • Invite people INTO the organization: Act as “ambassador” and advocate. • Thank recent happy donors. • Participate actively in some aspect of raising awareness & sharing the gap message. • Hold each other accountable.
  59. 59. How to measure & share activity updates that will cause the board to be more interested inhelping with fund development?
  60. 60. Expanding Your Reach Engaging Your Board Measuring Success Together: Clarify and commit to the duties & responsibilities of the board especially in development.
  61. 61. Measure Your Activity
  62. 62. Measure Your Activity
  63. 63. Measure Your Activity
  64. 64. Expanding Your Reach Engaging Your Board Measuring Success 1. What measures does your organization have for the board?
  65. 65. Expanding Your Reach Engaging Your BoardMeasuring Success2. Who on the boardis your partner toensure expectationsare met?
  66. 66. Expanding Your Reach Engaging Your Board Measuring Success 3. Do you use a dashboard to show activity and hold people accountable?
  67. 67. Your Organization Name Here Governance Scorecard Full Board and Committee Participation Board Donor Contact and Financial Support80% 100 $9,00070% 90 $8,00060% Board Target 80 $7,000 7050% $6,000 Actual 6040% 50 Target $5,000 Committee 40 Actual $4,000 Raised30% Target $3,000 3020% Actual 20 $2,00010% 10 $1,0000% 0 $0 Q109 Q209 Q309 Q409 2009 2010 2009 Pledged Visibility Building Participation Board Member Annual Event Participation45 80%40 70%35 60%30 50%25 40% Target Target20 30% Actual Actual15 20%10 10% 5 0% 0 Phone- Annual Open Fun 2009 2010 a-thon Dinner House Run
  68. 68. Measure Your Activity
  69. 69. Measure Your Activity Other things to measure: • # of one-on-one visits • # of asks • # of thank you calls v. # of gifts • # of times gap message is shared • What else?
  70. 70. Expanding Your Reach Engaging Your Board Powerful contributions are made when: People are in touch with their purpose, their vision, and with the difference they make. ~ Lynne Twist: Fundraising From the Heart
  71. 71. Expanding Your Reach Engaging Your Board 72
  72. 72. Expanding Your Reach Engaging Your Board The board signs an annual board agreement that clearly spells out what the expectations are for participation other than attending meetings. YES or NO 73
  73. 73. Expanding Your Reach Engaging Your Board Our board knows they are expected to assist with development efforts in some way. YES or NO 74
  74. 74. Expanding Your Reach Engaging Your Board Our board conducts an annual self assessment. YES or NO 75
  75. 75. Expanding Your Reach Engaging Your Board I am certain our staff (if we have staff) provides the board with data & support to powerfully assist with fund development. YES or NO 76
  76. 76. Expanding Your Reach Engaging YourBoard 100% of our board makes an annual financial gift. YES or NO 77
  77. 77. How to “train” the board to be an asset to your fundraising team?
  78. 78. Board Orientation Current process vs. Future process
  79. 79. Board Orientation – Use checklistFour key areas to focus on: Special meeting for new Board membersOrientation packetPersonal phone call or meeting with an experienced board memberFollow-up personal contact after first three months of board service
  80. 80. Expanding Your Reach Engaging Your Board Provide boardmembers with tools and information to do their job with ease.
  81. 81. The Fundraising Habits of SupremelySuccessful Boards. ~ Jerold Panas
  82. 82. Trustees can inspire confidence. Boardmembers have an unusual opportunityto inspire people & set an example. 84
  83. 83. ResourcesListen: My Perspective on Board Recruitment & Retentionhttp://tinyurl.com/7uurtubSix Steps to Exceptional Nonprofit Boardshttp://tinyurl.com/6tfzftk10 Stop Signs on the road to Board Recruitmenthttp://tinyurl.com/5amwtxLittle things add up to something bigEnsure engagement by paying attention to detailshttp://tinyurl.com/7qr5t24Enlist Your Dream Board by Gail Perryhttp://tinyurl.com/7xu6z9rExamples and articles can be found:http://bit.ly/RZpc6r
  84. 84. Tell:One thing you aregoing to change atyour organization.One ah ha you hadtoday. 86
  85. 85. Resources Purchase today: $7.99 OR Available at: Amazonwww.LoriJacobwith.com Purchase today: $5 OR Download on LJacobwith Free Resources page: LoriJacobwith.com LJacobwith
  86. 86. Coaching from Lori Even with 30 years of experience I always learn something new. Lori’s energy is contagious! I SEE what’s possible!
  87. 87. Expanding Your Reach Engaging Your Board Handouts & templates fromtoday’s session are available here: http://bit.ly/RZpc6r Thank you! LJacobwith LJacobwith
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