Blue strike webinar introduce your board to fundraising - mar. 25, 2014

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This slide presentation accompanied a webinar about how to empower your nonprofit board to be frontline fundraisers. It was first offered Mar. 25, 2014.

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Blue strike webinar introduce your board to fundraising - mar. 25, 2014

  1. 1. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org BLUE STRIKE WEBINAR: INTRODUCE YOUR BOARD TO FUNDRAISING Join the webinar online. Go to: http://fuze.me/23437559 Enter the meeting number 23437559 To join from a phone: Toll: +1-201-479-4595 Participants will be muted during the presentation to maintain good sound quality. If you have a comment or question raise your flag and you will be unmuted. Thanks and welcome to the webinar!
  2. 2. ALL TOGETHER NOW: WORKING WITH BOARD MEMBERS TO RAISE FUNDS BLUE STRIKE
  3. 3. WELCOME At Blue Strike, we use the fundraising lens of advocacy organizations and groups engaged in civic action, public interest law, policy-oriented work and similar activities Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
  4. 4. INSPIRING SUPPORT FOR CIVIC ENGAGEMENT BLUE STRIKE Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
  5. 5. In this 45-minute session, we set the stage for a two-step process that will tee up your board for regular outreach and solicitation. With spring campaigns right around the corner, this is just the session you need to help mobilize these essential stakeholders. AGENDA Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
  6. 6. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org AGENDA At the end of 45 minutes, you will have slides, scripts, and sample emails to get your program off the ground. We will wrap up by 2:00 pm
  7. 7. You just need a handful. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org RECRUITING CHAMPIONS
  8. 8. Understands the importance of fundraising to the organization Willing to help and wants to be supportive of fundraising initiatives, and Will remind their fellow board members of the need for outreach. WHO CAN BE A CHAMPION? Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
  9. 9. Start by asking them to do something small. Lay out a task with specific time- constrained tasks. Spell out what you want to do and what you want to achieve. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org HAVING A HARD TIME FINDING SOMEONE?
  10. 10. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org BOARD MEMBERS Your board members are your best promoters. Give them what they need. Encourage them and meet them where they’re at.
  11. 11. It’s just a briefing! Promise. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org STEP 1: BOARD WEBINAR
  12. 12. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org ORIENTATION Hold a fundraising webinar for board members. In it you can outline your fundraising goals and you may also want to provide background about where the organization’s revenue comes from.
  13. 13. Schedule your briefings so board members have at least two dates to choose from. A Thursday evening and a Saturday afternoon are good options. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org WELCOME
  14. 14. Keep the agenda simple and straight forward. No more than one hour. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org AGENDA
  15. 15. Ask them to help reach out to current donors. We will talk more about this later on. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org STRATEGY NO. 1
  16. 16. Ask for their help in appealing to lost donors. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org STRATEGY NO. 2
  17. 17. Give them suggestions of groups and contacts they could consider reaching out to for new members. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org STRATEGY NO. 3
  18. 18. Provide resources so your board members have some content and facts about your organization. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org TO SHARE WITH DONORS
  19. 19. Give your board members some good tips to help them frame the asking process. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org WHEN ASKING
  20. 20. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org A BIT OF REFLECTION For interactive opportunity, ask: Why this organization? Encourage them to think of why they give and volunteer for your organization. List seven top reasons.
  21. 21. This is the best part of the webinar. You might even want to move it to the beginning. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org 7 REASONS TO GIVE
  22. 22. Be open to making personal visits with board members, if the opportunity arises. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org MAKE IT EASY
  23. 23. Provide sample emails with links. Offer to do letters for them. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org MAKE IT EASY
  24. 24. F O R U P G R A D I N G C U R R E N T D O N O R S D e a r A n n : I k n o w y o u a r e a l o y a l s u p p o r t e r o f A d v o c a c y i n A c t i o n , a n d I a m w r i t i n g t o i n v i t e y o u t o j o i n o u r L e a d e r s h i p C i r c l e , a g r o u p o f i n d i v i d u a l d o n o r s w h o g i v e $ 1 , 0 0 0 o r m o r e a n n u a l l y t o P S R . A s y o u k n o w , P S R r a l l i e s i t s s u p p o r t e r s t o f a i r a n d j u s t r a i s e o u r v o i c e s w h e n l e g i s l a t i o n a n d p o l i c i e s t h r e a t e n o u r h e a l t h a n d s a f e t y . T h e i s s u e s w e t a c k l e a r e t h e t o u g h e s t o f o u r t i m e – i n j u s t i c e , u n l a w f u l p r a c t i c e s , d i s c r i m i n a t i o n — a n d r e q u i r e s t e a d f a s t c o m m i t m e n t t o a c h i e v e r e s u l t s . M e m b e r s o f A d v o c a c y i n A c t i o n ’ s L e a d e r s h i p C i r c l e h e l p e n s u r e w e h a v e t h e r e s o u r c e s t o b u i l d t h e w o r l d w e w a n t t o l i v e i n a n d t h a t w e w a n t f o r f u t u r e g e n e r a t i o n s . P l e a s e g i v e i t s o m e c o n s i d e r a t i o n . I f y o u ’ r e r e a d y t o a c c e p t , y o u m a y m a k e a s e c u r e o n l i n e d o n a t i o n b y g o i n g t o w w w . a d v o c a c y i n a c t i o n . o r g I t w i l l t a k e y o u t o o u r w e b s i t e w h i c h h a s a f u l l d e s c r i p t i o n o f t h e p r o g r a m s a n d c a m p a i g n s g o i n g o n r i g h t n o w . B e t t y P . S . Y o u m i g h t b e i n t e r e s t e d i n s e e i n g w h o t h e c u r r e n t L e a d e r s h i p C i r c l e m e m b e r s a r e . I ’ v e a t t a c h e d t h e 2 0 1 3 l i s t . F O R N E W P R O S P E C T S D e a r J i m : I m a y h a v e m e n t i o n e d t h a t I s e r v e o n t h e n a t i o n a l b o a r d o f A d v o c a c y i n A c t i o n , a n o r g a n i z a t i o n t h a t w o r k s t o p r o m o t e a f a i r a n d j u s t s o c i e t y , r e d u c e i n j u s t i c e a n d p r o m o t e p o l i c i e s t h a t p r e s e r v e o u r e n v i r o n m e n t . W e a l s o s p e n d a l o t o f t i m e p r e v e n t i n g e f f o r t s i n t e n d e d t o r o l l b a c k p r o g r e s s o n t h e s e i s s u e s . I a m w r i t i n g t o a s k y o u t o c o n s i d e r j o i n i n g o u r L e a d e r s h i p C i r c l e , a g r o u p o f i n d i v i d u a l d o n o r s w h o g i v e $ 1 , 0 0 0 o r m o r e a n n u a l l y t o s u p p o r t A i n A . A i n A h a s a s t r o n g r e p u t a t i o n t h a t p r o v i d e s a n e f f e c t i v e f r a m e w o r k f o r c o n f r o n t i n g t h e s e i s s u e s . C o n t r i b u t i o n s a r e w e l l s p e n t w i t h m o r e t h a n 8 0 c e n t s o f e v e r y d o l l a r g o i n g t o s u p p o r t o u r c o r e p r o g r a m s . T h e p u s h t o e m b r a c e s a f e r , h e a l t h i e r p o l i c i e s o n t h e s e i s s u e s h a s n e v e r b e e n s t r o n g e r , b u t w e n e e d t o h a v e t h e r e s o u r c e s i n p l a c e t o p u t f o r w a r d t h e m e d i c a l p e r s p e c t i v e t h a t i s c r u c i a l i n t h e s e d e b a t e s . Y o u r c o n t r i b u t i o n w o u l d h e l p t r e m e n d o u s l y . I h o p e y o u w i l l a c c e p t m y i n v i t a t i o n . P l e a s e s e n d m e a n e m a i l i f y o u h a v e a n y q u e s t i o n s . O r i f y o u a r e r e a d y t o j o i n , y o u m a y g i v e o n l i n e b y g o i n g t o a d v o c a c y i n a c t i o n . o r g . T h a n k s v e r y m u c h f o r c o n s i d e r i n g m y r e q u e s t . A l l t h e b e s t , A l P . S . Y o u m i g h t b e i n t e r e s t e d i n s e e i n g t h e l i s t o f c u r r e n t L e a d e r s h i p C i r c l e m e m b e r s . I ’ v e a t t a c h e d t h e 2 0 1 3 l i s t . Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org SAMPL EMAILS
  25. 25. Establish goals that are realistic, so people don’t get discouraged. Above all, be positive and grateful for any assistance they provide. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org AS YOU WRAP UP YOUR SESSION
  26. 26. Make it run. Establish regular contact. STEP 2: REGULAR OUTREACH Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
  27. 27. Personal thank you calls -- can help build meaningful relationships with donors and also engage your board in outreach on behalf of your organization. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org THANK YOU AND OUTREACH
  28. 28. ID: 1002003 Kelly Miller Chicago; member since 2009 Most recent: $250 Mar. 7, 2014 Cumulative: $825 (312) 555-1212 Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org SAMPLE CONTACT ITEM
  29. 29. 133569 Elmer Herschel Almond, WI; new member Most recent: $500 on Dec. 22, 2013 eh13@xxx.com (607) 555-1212 1446855 Jane Pearson Santa Barbara, CA; member since 1983 Most recent: $1,000 Dec. 2013 Cumulative: $13,850 jpearson@xxx.net (415) 555-1212 11114031 Robert Cain Atlanta, GA; member since 2007 Most recent: $1,000 Dec. 2013 rcain@xxx.com (421) 555-1212 11813201 Anisha Gupta Cheverly, MD; member since 1988 Most recent: $325 on 12/28/2013 Cumulative: $1,125 agxx@xxx.com (410) 555-1212 1077784 Kathy Talent, MD TAKOMA PARK, MD; member since 1998 Most recent: $250 on 12/4/2013 Cumulative: $1,775 kxxxxxxx@xxx.edu (301) 555-1212 1177700 Edward Islee Fairfax, VA; member since 2011 Most recent: $200 on 12/5/2013 7:56:11 AM Cumulative: $1,000 exxxx@xxx.com (703) 555-1212 Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org SAMPLE CALL LIST
  30. 30. Rather than simply handing off the list and asking your board member to make the calls, you are going to assist in placing those calls. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org CONFERENCE CALL
  31. 31. Using a three-way conference call, you and your board member will contact the donor together. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org CONFERENCE CALL
  32. 32. “We are going to call Kelly Miller first. She gave $250 on March 7 of this year. She lives in Chicago and has been a donor for five years.” Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org CHECK IN BEFORE PLACING CALL
  33. 33. “Ms. Miller, this is Mary Dillon Kerwin from Advocacy in Action, I have on the line with me our board chair who is making calls today to thank our supporters. If you have just a minute, may I conference her in?” Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org PLACE THE CALL
  34. 34. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org GETTING SIGN UPS The most effective time to enlist more volunteers is during a board meeting. Mark your day-timer with blocks of available time and send it around the room during the meeting to have them pencil in a time they are available.
  35. 35. Maybe I should write notes to the people we didn’t reach. Can you send me their addresses? Maybe I should send emails to the people who don’t have phone numbers. Do I have the correct emails? Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org THIS IS WHAT STARTS TO HAPPEN
  36. 36. My brother might be interested in giving. When are we going back to major donor? I had a good conversation with her last time. Did so-and-so give yet this year? Because I could call him if he hasn’t. Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org AND THIS . . .
  37. 37. I’m going to be in Atlanta next month. Are there people I can meet with while I’m there? There’s a college roommate of mine who just sold her company. How should we connect with her? Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org AND THIS . . .
  38. 38. Step 1: the board orientation webinar and Step 2: outreach calls: Low cost Every can participate Easy to get up and running Action-oriented Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org TWO-STEP PROCESS
  39. 39. Great free and low-cost material. ADDITIONAL RESOURCES Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
  40. 40. Three Fundraising Habits of Supremely Successful Boards, Jerold Panas, March 2012 Guidestar Exchange http://www.guidestar.org/rxa/news/articles/2012/three- fundraising-habits-of-supremely-successful-boards.aspx GrantSpace Foundation Center Boards and Fundraising, webinar and in-person http://www.grantspace.org/Tools/Knowledge-Base/Funding- Research/Fundraising-Planning/boards-and-fundraising The Fired Up Board http://www.gailperry.com/insiders-webinar-schedule/ Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org RESOURCES
  41. 41. Engaging Your Board in Fundraising, A Staff’s Guide by Kathy Hedge https://www.boardsource.org/eweb/blf- 2013/sessions.htm#FUNDRAISING (Boardsource $24.00) Urban Institute Special Report Engaging Board Members in Fundraising, Sept. 2012 http://www.urban.org/UploadedPDF/412673-The-Nonprofit- Research-Collaborative-Special-Report.pdf 15 Ways to Transform Your Board of Directors into Fundraising Champions, Marc Koenig http://www.nonprofithub.org/featured/transform-your- board-of-directors-into-fundraising-champions/ Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org RESOURCES
  42. 42. INSPIRING SUPPORT FOR CIVIC ENGAGEMENT Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org BLUE STRIKE
  43. 43. Five Easy Ways to Upgrade Your Donors Thursday, April 10, 2014 at 08:30 AM Sponsored by Association of Fundraising Professionals-DC Chapter Sending Your Executive Director on Tour Tuesday, April 29, 2014 at 01:15 PM Recapturing Lost Donors Tuesday, May 13, 2014 at 01:15 PM The Magic of Thank You Calls Tuesday, May 27, 2014 at 01:15 PM Charity Watchdogs: Managing Your Profile and Ranking Tuesday, June 24, 2014 at 01:15 PM Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org MORE BLUE STRIKE TRAININGS & WEBINARS
  44. 44. From Mary Dillon Kerwin, President of Blue Strike Thank you for participating today! Check out our new Facebook page https://www.facebook.com/bluestrike.org Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org BLUESTRIKE.ORG

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