Fundraising: tips for engaging the board

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Fundraising: tips for engaging the board

  1. 1. Engaging the Board Tips and To Dos
  2. 2. 4 things a board member can do <ul><li>give board members a chance to invite friends to non-fundraising events – daytime, after work, casual, formal </li></ul><ul><ul><li>make sure you have a plan for following up, follow up in a timely way to gauge continued interest </li></ul></ul><ul><li>get board members to follow up with a thank you call for a donation </li></ul><ul><li>get short (2 or 3 sentences) testimonials of why they give </li></ul><ul><li>train, mentor or coaching for board member </li></ul><ul><li>remember to thank the members! </li></ul>
  3. 3. root causes of disengagement feelings attached to asking for money: Asking is Crass You will be Beholden Competition Exposure Incompetence Rejection
  4. 4. tips <ul><li>Have a board policy: </li></ul><ul><ul><li>Explain financial obligations before joining, percent, minimum give or get & do not change the rules </li></ul></ul><ul><ul><li>Have board members sign the obligation each annual meeting, along with the conflict of interest, have one person who is responsible for this </li></ul></ul><ul><li>Know what a board member can bring </li></ul><ul><ul><li>i.e. open doors, spread the word- be passionate about the organization </li></ul></ul><ul><ul><li>Ask: What other gifts can you bring to the organization? use what they bring </li></ul></ul><ul><ul><li>address problems right away- bad fit etc. </li></ul></ul>
  5. 5. more tips <ul><li>Have the board self-evaluate </li></ul><ul><ul><li>what did you do that was good, not good, What are your strengths? </li></ul></ul><ul><ul><li>provide training to board where they need and want it </li></ul></ul><ul><li>Recognize efforts of board members at meetings </li></ul><ul><li>Do not forget board members when they go off the board </li></ul><ul><ul><li>keep in contact – calls, invitation to receptions. etc. </li></ul></ul><ul><ul><li>have a board member host a house party social once a year </li></ul></ul><ul><ul><li>graduate to advisory, leadership, honorary boards </li></ul></ul>
  6. 6. and more tips <ul><ul><ul><li>On joining survey board for their communication preferences, board committees, where did you go to college, what associations do you belong to, what other affiliations (church, professional..) </li></ul></ul></ul><ul><li>Board sizes </li></ul><ul><ul><li>Large boards are very difficult </li></ul></ul><ul><ul><li>Graduate to an executive board then transition the larger board to advisory etc. </li></ul></ul><ul><ul><li>resource- United Way standards of excellence for boards ( a guideline) </li></ul></ul>
  7. 7. how to make it fun <ul><li>feed them! </li></ul><ul><li>celebrate all successes! small and large </li></ul><ul><li>have fun activities for fundraising </li></ul><ul><li>social events </li></ul><ul><ul><li>house party in past board members homes </li></ul></ul><ul><ul><li>ice cream social </li></ul></ul><ul><ul><li>tour (of neighbor hoods, pea patches, etc) </li></ul></ul><ul><ul><li>Videos (+ bloopers) </li></ul></ul><ul><li>tell success stories (involve kids if you can) </li></ul>

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