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Fundraising and Board Engagement: Mission, Donors, Then the World!


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by Mike Bacon, CFRE and Priscilla Cortez

Published in: Spiritual
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Fundraising and Board Engagement: Mission, Donors, Then the World!

  1. 1. Fundraising & Board Engagement Michael Bacon, CFRE Priscilla Guajardo Cortez
  2. 2. Presentation Overview
  3. 3. Mission & Board Reality Check
  4. 4. How Do We Connect The Board To The Mission? Share a story with someone next to you about how your nonprofit reminds Board members of your mission, your programs and those you serve…
  5. 5. Focus On Your Mission Board recruitment Orientation Mission moments & Generative questions Regular opportunities to reflect & discuss  At meetings, retreats, strategic planning  How did we advance the mission today?
  6. 6. Board Member RolesThanks to Kay Sprinkel Grace
  7. 7. Does this sound familiar? “Isn’t that the staff’s job?” “I’m giving my time… that’s enough.” “I don’t know anyone.” “I’ll do anything but ask for money.”
  8. 8. The Sequence of Willingness
  9. 9. What tools does the Board need? Passion for our cause A strong case for giving Powerful stories about how we make a difference Staff support for accountability Training about how to make an ask
  10. 10. Believe It or Not… Noteworthy Findings:90% of individualdonors single out oneparticular charity forspecial or unusual 94% of study donors say thatsupport charities they support never or hardly ever call them up without asking for another gift. 98% say that charities never or hardly ever pay them a visit without asking for money
  11. 11. How Can Our Board Help With Fundraising? Help identify new prospects Set up a meeting for staff with a prospect Invite prospects to take a tour of our nonprofit Invite prospects to join you at an event
  12. 12. Building Board Confidence Start with Stewardship!Board members should be thanking donors  Phone calls  Handwritten notes  Thank you visits
  13. 13. Ambassadors Reach Out… Everyone can play this role Well-coached in our message Masters of the “elevator speech” Social Media Gives A Voice too…
  14. 14. Examples of Ambassadors
  15. 15. Board As Advocates On the golf course or in the car pool – strategic in their information sharing Could be with an institutional funder in a formal way Informed of the case for support but also know your strategic plan and vision Able to handle objections and concerns
  16. 16. Examples of Advocates.
  17. 17. Board Engaged in the Community Help solve issues on a broader level Collaborative partnerships Thought leaders/First to know Draw on grassroots support to affect change Respect and credibility in the community
  18. 18. How to get your board engaged Continue to identify stakeholders/constituents Increased spheres of influence included on the board/advisory committees Stakeholders’ perspective always included in decision- making Develop/share communications tools for ease in sharing
  19. 19. Benefits Increased visibility within the broader community Better able to respond to community needs & changes; increased accountability to the community Increased shared ownership of the organization’s mission and strategic directions; Board more engaged, passionate, & transparent Increased fundraising capacity and sustainability
  20. 20. Challenges Identity of constituents, community, and primary stakeholders is often unclear Level of staff involvement Board willingness to try new model; share power Shift in perceptions of constituents—from a “charity”/deficit perspective to one of constituents as invaluable assets for the organization’s success
  21. 21. Where to go next Collective Impact (FSG) Community Engagement Governance Model (Judy Freiwirth)