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Build and Maintain
a Stellar Fundraising Team
Turn off ALL Distractions
Stay until the VERY END
• Instructions on how to access slides
• CFRE continuing education credits
• Special offer
Who this is for
• Professionals
• Volunteers
• Board
• Execs/Managers
Who am I
What We’ll Cover
• Building your team
• Interacting with your team
• What your team needs to function
• Next Steps
Why a team?
Why a Team?
• Many roles to fill
Why a Team?
• Many roles to fill
• Not every approach is the same
Why a Team?
• Many roles to fill
• Not every approach is the same
• Transitions and turnover
Why a Team?
• Many roles to fill
• Not every approach is the same
• Transitions and turnover
• Addressing main fundraising pain points
Pain Points?
• Where does the buck stop?
• Disconnect between staff/volunteersLeadership
Pain Points?
• Where does the buck stop?
• Disconnect between staff/volunteersLeadership
• 80/20 rule
• Lack of preparationParticipation
Pain Points?
• Where does the buck stop?
• Disconnect between staff/volunteersLeadership
• 80/20 rule
• Lack of preparation
Participation
• All talk and no action
• Cyclical problem
Merry-Go-
Round
Pain Points?
• Where does the buck stop?
• Disconnect between staff/volunteersLeadership
• 80/20 rule
• Lack of preparationParticipation
• All talk and no action
• Cyclical problem
Merry-Go-
Round
• No room for spontaneity
• Burn-outWorkload
Who is on your team?
• Each member has a responsibility
• Approves strategic goals and budgetBoard
Who is on your team?
• Each member has a responsibility
• Approves strategic goals and budgetBoard
• Sets strategy
• Performs high end tasksCommittee
Who is on your team?
• Each member has a responsibility
• Approves strategic goals and budgetBoard
• Sets strategy
• Performs high end tasksCommittee
• Advises on trends
• Keeps the ball moving/recordsStaff
Who is on your team?
• Each member has a responsibility
• Approves strategic goals and budgetBoard
• Sets strategy
• Performs high end tasksCommittee
• Advises on trends
• Keeps the ball moving/recordsStaff
• Provide Perspective and Passion
• Can fill ad hoc rolesConstituents
My first a-ha moment
Coaching, not directing
Coaching, not directing
• Active listening
Coaching, not directing
• Active listening
• Getting buy-in while brainstorming
solutions
Coaching, not directing
• Active listening
• Getting buy-in while brainstorming
solutions
• Follow up/Ask forward-thinking questions
Coaching, not directing
• Active listening
• Getting buy-in while brainstorming
solutions
• Follow up/Ask forward-thinking questions
• Know what you can/cannot control
Coaching, not directing
• Active listening
• Getting buy-in while brainstorming
solutions
• Follow up/Ask forward-thinking questions
• Know what you can/cannot control
• Avoid the Bright Shiny Object Syndrome
The Fundraising Process
• Gathering information
• Cultivation
• The ASK
• Follow up
• Moving them Up the Ladder
Understanding Your Donors
Understanding Your Donors
• Reasons they give
• What they respond to
• Why they do and don’t return
Donor Centered Fundraising
Fulfills a donor’s
essential requirements:
• Prompt and meaningful
acknowledgement
• Specific assignment
• Report on
accomplishments
Understanding Generational
and Other Differences
• Boomers
• Gen X
• Millennials
Understanding Generational
and Other Differences
• Boomers
• Gen X
• Millennials
Still: Don’t discount personal knowledge of
the donor!
The Community Center Story
Fundraising ROI
Campaign Method Cost Per $
Raised
Capital Campaign/Major Gifts $.05 to $.10
Corporations and Foundations (Grant Writing) $.20
Direct Mail (Renewal) $.20
Planned Giving $.25
Benefit/Special Events $.50
Direct Mail (Acquisition) $1 to $1.25
How to coordinate?
• Needs of your team
• Needs of your donor
• The Fundraising Process
How to coordinate?
The Fundraising Plan
The Fundraising Plan
• Goal
The Fundraising Plan
• Goal
• Strategy
The Fundraising Plan
• Goal
• Strategy
• Objective
The Fundraising Plan
• Goal
• Strategy
• Objective
• Tactics
The Fundraising Plan
• Goal
• Strategy
• Objective
• Tactics
• Timeline
The Fundraising Plan
• Goal
• Strategy
• Objective
• Tactics
• Timeline
• Budget
The Fundraising Plan
• Goal
• Strategy
• Objective
• Tactics
• Timeline
• Budget
• Accountability
The Fundraising Plan
The Fundraising Plan
Revisiting our Pain Points
• Specific responsibilities
• FocusLeadership
• Buy in for owning solutions
• Incremental accomplishments = enthusiasmParticipation
• Focus on the future, get off perfection
• Productive questions/active listening
Merry-Go-
Round
• Put a pin in that bright-shiny thing (not saying
“no”)Workload
Next Steps
• Identify your team
• Orient your team to your organization
(Case)
• Orient your team to the fundraising
process
• Put together your plan
• Move forward in small increments
• Build from there
Follow Up
• Email from me
• Slides
• CFRE Accreditation
FUNDRAISING FOR THE
NEW PROFESSIONAL
Special Webinar Offer
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
• CFRE accreditation
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
• CFRE accreditation
= 6.25 continuing education credits
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
• CFRE accreditation
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
• CFRE accreditation
• Normally: $1,300
Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
• CFRE accreditation
• Normally: $1,300
• Today: $229
Questions?

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Build and Maintain A Stellar Volunteer Fundraising Team

  • 1. Build and Maintain a Stellar Fundraising Team
  • 2. Turn off ALL Distractions
  • 3. Stay until the VERY END • Instructions on how to access slides • CFRE continuing education credits • Special offer
  • 4. Who this is for • Professionals • Volunteers • Board • Execs/Managers
  • 6. What We’ll Cover • Building your team • Interacting with your team • What your team needs to function • Next Steps
  • 8. Why a Team? • Many roles to fill
  • 9. Why a Team? • Many roles to fill • Not every approach is the same
  • 10. Why a Team? • Many roles to fill • Not every approach is the same • Transitions and turnover
  • 11. Why a Team? • Many roles to fill • Not every approach is the same • Transitions and turnover • Addressing main fundraising pain points
  • 12. Pain Points? • Where does the buck stop? • Disconnect between staff/volunteersLeadership
  • 13. Pain Points? • Where does the buck stop? • Disconnect between staff/volunteersLeadership • 80/20 rule • Lack of preparationParticipation
  • 14. Pain Points? • Where does the buck stop? • Disconnect between staff/volunteersLeadership • 80/20 rule • Lack of preparation Participation • All talk and no action • Cyclical problem Merry-Go- Round
  • 15. Pain Points? • Where does the buck stop? • Disconnect between staff/volunteersLeadership • 80/20 rule • Lack of preparationParticipation • All talk and no action • Cyclical problem Merry-Go- Round • No room for spontaneity • Burn-outWorkload
  • 16. Who is on your team? • Each member has a responsibility • Approves strategic goals and budgetBoard
  • 17. Who is on your team? • Each member has a responsibility • Approves strategic goals and budgetBoard • Sets strategy • Performs high end tasksCommittee
  • 18. Who is on your team? • Each member has a responsibility • Approves strategic goals and budgetBoard • Sets strategy • Performs high end tasksCommittee • Advises on trends • Keeps the ball moving/recordsStaff
  • 19. Who is on your team? • Each member has a responsibility • Approves strategic goals and budgetBoard • Sets strategy • Performs high end tasksCommittee • Advises on trends • Keeps the ball moving/recordsStaff • Provide Perspective and Passion • Can fill ad hoc rolesConstituents
  • 20. My first a-ha moment
  • 22. Coaching, not directing • Active listening
  • 23. Coaching, not directing • Active listening • Getting buy-in while brainstorming solutions
  • 24. Coaching, not directing • Active listening • Getting buy-in while brainstorming solutions • Follow up/Ask forward-thinking questions
  • 25. Coaching, not directing • Active listening • Getting buy-in while brainstorming solutions • Follow up/Ask forward-thinking questions • Know what you can/cannot control
  • 26. Coaching, not directing • Active listening • Getting buy-in while brainstorming solutions • Follow up/Ask forward-thinking questions • Know what you can/cannot control • Avoid the Bright Shiny Object Syndrome
  • 27. The Fundraising Process • Gathering information • Cultivation • The ASK • Follow up • Moving them Up the Ladder
  • 29. Understanding Your Donors • Reasons they give • What they respond to • Why they do and don’t return
  • 30. Donor Centered Fundraising Fulfills a donor’s essential requirements: • Prompt and meaningful acknowledgement • Specific assignment • Report on accomplishments
  • 31. Understanding Generational and Other Differences • Boomers • Gen X • Millennials
  • 32. Understanding Generational and Other Differences • Boomers • Gen X • Millennials Still: Don’t discount personal knowledge of the donor!
  • 34. Fundraising ROI Campaign Method Cost Per $ Raised Capital Campaign/Major Gifts $.05 to $.10 Corporations and Foundations (Grant Writing) $.20 Direct Mail (Renewal) $.20 Planned Giving $.25 Benefit/Special Events $.50 Direct Mail (Acquisition) $1 to $1.25
  • 35. How to coordinate? • Needs of your team • Needs of your donor • The Fundraising Process
  • 39. The Fundraising Plan • Goal • Strategy
  • 40. The Fundraising Plan • Goal • Strategy • Objective
  • 41. The Fundraising Plan • Goal • Strategy • Objective • Tactics
  • 42. The Fundraising Plan • Goal • Strategy • Objective • Tactics • Timeline
  • 43. The Fundraising Plan • Goal • Strategy • Objective • Tactics • Timeline • Budget
  • 44. The Fundraising Plan • Goal • Strategy • Objective • Tactics • Timeline • Budget • Accountability
  • 47. Revisiting our Pain Points • Specific responsibilities • FocusLeadership • Buy in for owning solutions • Incremental accomplishments = enthusiasmParticipation • Focus on the future, get off perfection • Productive questions/active listening Merry-Go- Round • Put a pin in that bright-shiny thing (not saying “no”)Workload
  • 48. Next Steps • Identify your team • Orient your team to your organization (Case) • Orient your team to the fundraising process • Put together your plan • Move forward in small increments • Build from there
  • 49. Follow Up • Email from me • Slides • CFRE Accreditation
  • 50. FUNDRAISING FOR THE NEW PROFESSIONAL Special Webinar Offer
  • 51. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director
  • 52. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director
  • 53. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director
  • 54. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director
  • 55. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director
  • 56. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director • Downloadable worksheets you can use TODAY
  • 57. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director • Downloadable worksheets you can use TODAY
  • 58. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director • Downloadable worksheets you can use TODAY • CFRE accreditation
  • 59. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director • Downloadable worksheets you can use TODAY • CFRE accreditation = 6.25 continuing education credits
  • 60. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director • Downloadable worksheets you can use TODAY • CFRE accreditation
  • 61. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director • Downloadable worksheets you can use TODAY • CFRE accreditation • Normally: $1,300
  • 62. Fundraising for the New Professional • Five 75-minute sessions for the new ED or Development Director • Downloadable worksheets you can use TODAY • CFRE accreditation • Normally: $1,300 • Today: $229

Editor's Notes

  1. Stay until the end for my step-by-step guide and more
  2. Who are we? (Poll) Professionals/Volunteers/Board/Other
  3. Who am I? CFRE certified consultant, specializing in major gift and capital campaigns and the services that support them.
  4. Who are we? (Poll) Professionals/Volunteers/Board/Other
  5. Why a team?
  6. Why a team? Reason 1: So many roles to fill – there’s a place at the table for everyone Reason 2: Not every approach is the same Reason 3: Transitions and turnover Where do these volunteers come from? Board Constituents Staff Events Pain point: Leadership Pain point: Participation Pain point: The merry-go-round Pain point: Dampening enthusiasm Pain point: Workload Understanding donors – Reasons for giving Understanding donors – What they respond to Understanding donors – Why they do and don’t return Understanding generational differences Communication Volunteerism Philanthropy The Nampa Civic Center story The people on your fundraising team The quiet leader The hero The big name The housewife The multitasker The bull in the china shop Modes of fundraising, ROI and approach to donors Passive giving Crowd Funding Direct mail/Telethons Events Grants Direct Asks How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability Stay until the end for free download Why team leaders fail My lecture from Charlie story What I get from training My Land Trust of the Treasure Valley story Your full team – Roles and responsibilities: Staff Your full team – Roles and responsibilities: Board Your full team – Roles and responsibilities: Executive Director/CEO Your full team – Roles and responsibilities: Community Members Coaching – Active listening Coaching – Getting buy-in for solutions Coaching – Creating benchmarks Coaching – Following up/Asking forward-thinking questions Coaching – What to control/not to control Coaching – Perfection paralysis Coaching – The Bright, Shiny Object Syndrome Revisiting the Pain point: Leadership Revisiting the Pain point: Participation Revisiting the Pain point: The merry-go-round Revisiting the Pain point: Dampening enthusiasm Revisiting the Pain point: Workload What’s next? Call to action for everyone who works on a fundraising team. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools What you get from my ecourse – CFRE accreditation The board matrix Questions
  7. Why a team? Reason 1: So many roles to fill – there’s a place at the table for everyone Reason 2: Not every approach is the same Reason 3: Transitions and turnover Where do these volunteers come from? Board Constituents Staff Events Pain point: Leadership Pain point: Participation Pain point: The merry-go-round Pain point: Dampening enthusiasm Pain point: Workload Understanding donors – Reasons for giving Understanding donors – What they respond to Understanding donors – Why they do and don’t return Understanding generational differences Communication Volunteerism Philanthropy The Nampa Civic Center story The people on your fundraising team The quiet leader The hero The big name The housewife The multitasker The bull in the china shop Modes of fundraising, ROI and approach to donors Passive giving Crowd Funding Direct mail/Telethons Events Grants Direct Asks How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability Stay until the end for free download Why team leaders fail My lecture from Charlie story What I get from training My Land Trust of the Treasure Valley story Your full team – Roles and responsibilities: Staff Your full team – Roles and responsibilities: Board Your full team – Roles and responsibilities: Executive Director/CEO Your full team – Roles and responsibilities: Community Members Coaching – Active listening Coaching – Getting buy-in for solutions Coaching – Creating benchmarks Coaching – Following up/Asking forward-thinking questions Coaching – What to control/not to control Coaching – Perfection paralysis Coaching – The Bright, Shiny Object Syndrome Revisiting the Pain point: Leadership Revisiting the Pain point: Participation Revisiting the Pain point: The merry-go-round Revisiting the Pain point: Dampening enthusiasm Revisiting the Pain point: Workload What’s next? Call to action for everyone who works on a fundraising team. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools What you get from my ecourse – CFRE accreditation The board matrix Questions
  8. Why am I talking about a team approach to fundraising? When most organizations hire a fundraiser to take care of fundraising? Reason 1: So many roles to fill – there’s a place at the table for everyone Reason 2: Not every approach is the same Reason 3: Transitions and turnover Where do these volunteers come from? Board Constituents Staff Events Pain point: Leadership Pain point: Participation Pain point: The merry-go-round Pain point: Dampening enthusiasm Pain point: Workload Understanding donors – Reasons for giving Understanding donors – What they respond to Understanding donors – Why they do and don’t return Understanding generational differences Communication Volunteerism Philanthropy The Nampa Civic Center story The people on your fundraising team The quiet leader The hero The big name The housewife The multitasker The bull in the china shop Modes of fundraising, ROI and approach to donors Passive giving Crowd Funding Direct mail/Telethons Events Grants Direct Asks How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability Stay until the end for free download Why team leaders fail My lecture from Charlie story What I get from training My Land Trust of the Treasure Valley story Your full team – Roles and responsibilities: Staff Your full team – Roles and responsibilities: Board Your full team – Roles and responsibilities: Executive Director/CEO Your full team – Roles and responsibilities: Community Members Coaching – Active listening Coaching – Getting buy-in for solutions Coaching – Creating benchmarks Coaching – Following up/Asking forward-thinking questions Coaching – What to control/not to control Coaching – Perfection paralysis Coaching – The Bright, Shiny Object Syndrome Revisiting the Pain point: Leadership Revisiting the Pain point: Participation Revisiting the Pain point: The merry-go-round Revisiting the Pain point: Dampening enthusiasm Revisiting the Pain point: Workload What’s next? Call to action for everyone who works on a fundraising team. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools What you get from my ecourse – CFRE accreditation The board matrix Questions
  9. Why am I talking about a team approach to fundraising? When most organizations hire a fundraiser to take care of fundraising? Reason 1: So many roles to fill – there’s a place at the table for everyone Reason 2: Not every approach is the same Reason 3: Transitions and turnover Where do these volunteers come from? Board Constituents Staff Events Pain point: Leadership Pain point: Participation Pain point: The merry-go-round Pain point: Dampening enthusiasm Pain point: Workload Understanding donors – Reasons for giving Understanding donors – What they respond to Understanding donors – Why they do and don’t return Understanding generational differences Communication Volunteerism Philanthropy The Nampa Civic Center story The people on your fundraising team The quiet leader The hero The big name The housewife The multitasker The bull in the china shop Modes of fundraising, ROI and approach to donors Passive giving Crowd Funding Direct mail/Telethons Events Grants Direct Asks How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability Stay until the end for free download Why team leaders fail My lecture from Charlie story What I get from training My Land Trust of the Treasure Valley story Your full team – Roles and responsibilities: Staff Your full team – Roles and responsibilities: Board Your full team – Roles and responsibilities: Executive Director/CEO Your full team – Roles and responsibilities: Community Members Coaching – Active listening Coaching – Getting buy-in for solutions Coaching – Creating benchmarks Coaching – Following up/Asking forward-thinking questions Coaching – What to control/not to control Coaching – Perfection paralysis Coaching – The Bright, Shiny Object Syndrome Revisiting the Pain point: Leadership Revisiting the Pain point: Participation Revisiting the Pain point: The merry-go-round Revisiting the Pain point: Dampening enthusiasm Revisiting the Pain point: Workload What’s next? Call to action for everyone who works on a fundraising team. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools What you get from my ecourse – CFRE accreditation The board matrix Questions
  10. Whether it’s one person or many who are contributing to the process, what I’ve found is there are pain points that correspond across the fundraising continum. Pain point: Leadership Pain point: Participation Pain point: The merry-go-round Pain point: Dampening enthusiasm Pain point: Workload Understanding donors – Reasons for giving Understanding donors – What they respond to Understanding donors – Why they do and don’t return Understanding generational differences Communication Volunteerism Philanthropy The Nampa Civic Center story The people on your fundraising team The quiet leader The hero The big name The housewife The multitasker The bull in the china shop Modes of fundraising, ROI and approach to donors Passive giving Crowd Funding Direct mail/Telethons Events Grants Direct Asks How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability Stay until the end for free download Why team leaders fail My lecture from Charlie story What I get from training My Land Trust of the Treasure Valley story Your full team – Roles and responsibilities: Staff Your full team – Roles and responsibilities: Board Your full team – Roles and responsibilities: Executive Director/CEO Your full team – Roles and responsibilities: Community Members Coaching – Active listening Coaching – Getting buy-in for solutions Coaching – Creating benchmarks Coaching – Following up/Asking forward-thinking questions Coaching – What to control/not to control Coaching – Perfection paralysis Coaching – The Bright, Shiny Object Syndrome Revisiting the Pain point: Leadership Revisiting the Pain point: Participation Revisiting the Pain point: The merry-go-round Revisiting the Pain point: Dampening enthusiasm Revisiting the Pain point: Workload What’s next? Call to action for everyone who works on a fundraising team. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools What you get from my ecourse – CFRE accreditation The board matrix Questions
  11. Pain point: Leadership Pain point: Participation Pain point: The merry-go-round Pain point: Dampening enthusiasm Pain point: Workload Understanding donors – Reasons for giving Understanding donors – What they respond to Understanding donors – Why they do and don’t return Understanding generational differences Communication Volunteerism Philanthropy The Nampa Civic Center story The people on your fundraising team The quiet leader The hero The big name The housewife The multitasker The bull in the china shop Modes of fundraising, ROI and approach to donors Passive giving Crowd Funding Direct mail/Telethons Events Grants Direct Asks How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability Stay until the end for free download Why team leaders fail My lecture from Charlie story What I get from training My Land Trust of the Treasure Valley story Your full team – Roles and responsibilities: Staff Your full team – Roles and responsibilities: Board Your full team – Roles and responsibilities: Executive Director/CEO Your full team – Roles and responsibilities: Community Members Coaching – Active listening Coaching – Getting buy-in for solutions Coaching – Creating benchmarks Coaching – Following up/Asking forward-thinking questions Coaching – What to control/not to control Coaching – Perfection paralysis Coaching – The Bright, Shiny Object Syndrome Revisiting the Pain point: Leadership Revisiting the Pain point: Participation Revisiting the Pain point: The merry-go-round Revisiting the Pain point: Dampening enthusiasm Revisiting the Pain point: Workload What’s next? Call to action for everyone who works on a fundraising team. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools What you get from my ecourse – CFRE accreditation The board matrix Questions
  12. Pain point: Leadership Pain point: Participation Pain point: The merry-go-round Pain point: Dampening enthusiasm Pain point: Workload Understanding donors – Reasons for giving Understanding donors – What they respond to Understanding donors – Why they do and don’t return Understanding generational differences Communication Volunteerism Philanthropy The Nampa Civic Center story The people on your fundraising team The quiet leader The hero The big name The housewife The multitasker The bull in the china shop Modes of fundraising, ROI and approach to donors Passive giving Crowd Funding Direct mail/Telethons Events Grants Direct Asks How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability Stay until the end for free download Why team leaders fail My lecture from Charlie story What I get from training My Land Trust of the Treasure Valley story Your full team – Roles and responsibilities: Staff Your full team – Roles and responsibilities: Board Your full team – Roles and responsibilities: Executive Director/CEO Your full team – Roles and responsibilities: Community Members Coaching – Active listening Coaching – Getting buy-in for solutions Coaching – Creating benchmarks Coaching – Following up/Asking forward-thinking questions Coaching – What to control/not to control Coaching – Perfection paralysis Coaching – The Bright, Shiny Object Syndrome Revisiting the Pain point: Leadership Revisiting the Pain point: Participation Revisiting the Pain point: The merry-go-round Revisiting the Pain point: Dampening enthusiasm Revisiting the Pain point: Workload What’s next? Call to action for everyone who works on a fundraising team. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools What you get from my ecourse – CFRE accreditation The board matrix Questions
  13. Pain point: Leadership Pain point: Participation Pain point: The merry-go-round Pain point: Workload
  14. Where does this team come from? Answer: from the inside out. And since many of them already fill a primary roll, you can see why the old adage “many hands make light work” applies here. Board Committee Staff Constituents
  15. Where do these volunteers come from? Board Committee Staff Constituents
  16. Where do these volunteers come from? Board Committee Staff Constituents
  17. Where do these volunteers come from? Board Committee Staff Constituents
  18. If you’re thinking of your fundraising committee as a team, then you need to think of yourself as it’s coach, rather than it’s director. Coaching – Active listening Coaching – Getting buy-in for solutions Coaching – Creating benchmarks Coaching – Following up/Asking forward-thinking questions Coaching – What to control/not to control Coaching – Perfection paralysis Coaching – The Bright, Shiny Object Syndrome
  19. Coaching – Active listening – Not thinking of the next thing you’re going to say Coaching – Getting buy-in for solutions- Coming up with solutions helps you get buy in Coaching – Creating benchmarks – Celebrate incremental success Coaching – Following up/Asking forward-thinking questions – “What might happen?” instead of “Why did that happen?” One is forward, the other is backward Coaching – What to control/not to control – Work within the skill set of the individual Coaching – Perfection paralysis – Recognize it. “By definition, it is not possible for everyone to be above the average” – Jim Collins, Good to Great Coaching – The Bright, Shiny Object Syndrome – Recognize people will want to fixate on the logo. Procrastination
  20. Coaching – Active listening – Not thinking of the next thing you’re going to say Coaching – Getting buy-in for solutions- Coming up with solutions helps you get buy in Coaching – Creating benchmarks – Celebrate incremental success Coaching – Following up/Asking forward-thinking questions – “What might happen?” instead of “Why did that happen?” One is forward, the other is backward Coaching – What to control/not to control – Work within the skill set of the individual Coaching – Perfection paralysis – Recognize it. “By definition, it is not possible for everyone to be above the average” – Jim Collins, Good to Great Coaching – The Bright, Shiny Object Syndrome – Recognize people will want to fixate on the logo. Procrastination
  21. Coaching – Active listening – Not thinking of the next thing you’re going to say Coaching – Getting buy-in for solutions- Coming up with solutions helps you get buy in Coaching – Creating benchmarks – Celebrate incremental success Coaching – Following up/Asking forward-thinking questions – “What might happen?” instead of “Why did that happen?” One is forward, the other is backward Coaching – What to control/not to control – Work within the skill set of the individual Coaching – Perfection paralysis – Recognize it. “By definition, it is not possible for everyone to be above the average” – Jim Collins, Good to Great Coaching – The Bright, Shiny Object Syndrome – Recognize people will want to fixate on the logo. Procrastination
  22. Coaching – Active listening – Not thinking of the next thing you’re going to say Coaching – Getting buy-in for solutions- Coming up with solutions helps you get buy in Coaching – Creating benchmarks – Celebrate incremental success Coaching – Following up/Asking forward-thinking questions – “What might happen?” instead of “Why did that happen?” One is forward, the other is backward Coaching – What to control/not to control – Work within the skill set of the individual Coaching – Perfection paralysis – Recognize it. “By definition, it is not possible for everyone to be above the average” – Jim Collins, Good to Great Coaching – The Bright, Shiny Object Syndrome – Recognize people will want to fixate on the logo. Procrastination
  23. Coaching – Active listening – Not thinking of the next thing you’re going to say Coaching – Getting buy-in for solutions- Coming up with solutions helps you get buy in Coaching – Creating benchmarks – Celebrate incremental success Coaching – Following up/Asking forward-thinking questions – “What might happen?” instead of “Why did that happen?” One is forward, the other is backward Coaching – What to control/not to control – Work within the skill set of the individual Coaching – Perfection paralysis – Recognize it. “By definition, it is not possible for everyone to be above the average” – Jim Collins, Good to Great Coaching – The Bright, Shiny Object Syndrome – Recognize people will want to fixate on the logo. Procrastination
  24. Who are we? (Poll) Professionals/Volunteers/Board/Other
  25. Understanding donors – Reasons for giving (we’ll talk about generational giving, research in giving) Understanding donors – What they respond to (we’ll talk about return on investment) Understanding donors – Why they do and don’t return
  26. Understanding donors – Reasons for giving (we’ll talk about generational giving, research in giving) Understanding donors – What they respond to (we’ll talk about return on investment) Understanding donors – Why they do and don’t return
  27. Long the maxim of the fundraising community, since it was published in 2003, the first research on donor behavior of its kind. Assignment to a specific program, project or initiative more narrow in scope than the mission of the Nonprofit. Before the next ask, is appraised of what their gift helped accomplish
  28. Understanding generational differences – In Chronicle of Philanthropy this month Boomers – Idealistic, willing to give unrestricted gifts. Highest percentage of households with $100k income (33%), most $100k gifts come from here (40%). Average gift per household: $241 Gen X – Skeptical, results oriented, most pressed for time. Highest number of members of this generation volunteer (29%), average gift per household: $196 Millennials – Optimistic, likely to give restricted gifts, digital natives. Represent 8% of all giving, but 11% of all gifts over $100k, so don’t discount this group.
  29. Understanding generational differences – In Chronicle of Philanthropy this month Boomers – Idealistic, willing to give unrestricted gifts. Highest percentage of households with $100k income (33%), most $100k gifts come from here (40%). Average gift per household: $241 Gen X – Skeptical, results oriented, most pressed for time. Highest number of members of this generation volunteer (29%), average gift per household: $196 Millennials – Optimistic, likely to give restricted gifts, digital natives. Represent 8% of all giving, but 11% of all gifts over $100k, so don’t discount this group.
  30. The Nampa Civic Center story – What was cool about this moment was not only was it a cool story about a donor, but obviously the person doing the asking was very moved, and the person hearing this had her own “ah-ha” moment: not only is the mindset of the donor important, but also the mindset of the asker. Anything is possible, and the person doing the ask stands to gain a great deal as well. This is where understanding your team and understanding your donors converge.
  31. Modes of fundraising, ROI and approach to donors Passive giving Crowd Funding Direct mail/Telethons Events Grants Direct Asks
  32. Modes of fundraising, ROI and approach to donors Passive giving Crowd Funding Direct mail/Telethons Events Grants Direct Asks
  33. How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability
  34. How to plan Why plans fail The plan – Goals – A broad, primary outcome
  35. How to plan Why plans fail The plan – Goals The plan – Strategy – The approach you take to achieve the goal
  36. How to plan Why plans fail The plan – Goal The Plan – Strategy The plan – Objectives – A measurable step to achieve a strategy
  37. How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics – A tool you use to achieve an objective
  38. How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability
  39. How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability
  40. How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability
  41. How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability
  42. How to plan Why plans fail The plan – Goals The plan – Objectives The plan – Tactics The plan – Timeline The plan – Budget The plan – Accountability
  43. Revisiting the Pain point: Leadership Revisiting the Pain point: Participation Revisiting the Pain point: The merry-go-round Revisiting the Pain point: Workload
  44. What’s next? Call to action for everyone who works on a fundraising team.
  45. What’s next? Call to action for everyone who works on a fundraising team.
  46. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  47. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  48. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  49. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  50. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  51. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  52. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  53. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  54. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  55. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  56. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  57. What you get from my ecourse – Webinar sessions What you get from my ecourse – Fundraising tools – The Board Matrix What you get from my ecourse – CFRE accreditation
  58. Questions