Emily Davis presented on ensuring necessary resources and fundraising responsibilities for nonprofit boards. She discussed the roles boards play in setting organizational direction, providing oversight, and ensuring necessary resources. Davis covered topics like strategic planning, the differences between generative, fiduciary and strategic governance, why 100% board giving is important, developing a fundraising plan, cultivating donors, and shared leadership between the board and executive director. The presentation provided checklists and tips to help boards successfully fulfill their responsibility to support fundraising efforts.

1. @GOTRRockies
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GOVERNANCE FOUNDATIONS:
ENSURING NECESSARY RESOURCES
Emily Davis, MNM, CGT
Emily Davis Consulting
April 14, 2015

2. @GOTRRockies
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3. @GOTRRockies
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30 seconds or less
Name
Board Role
Tenure
1 Word to
describe
what you
love
1 Question/
Challenge

4. @GOTRRockies
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PARKING LOT

5. @GOTRRockies
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Set
organizational
direction
Provide
oversight
Ensure
necessary
resources
BOARD ROLES & RESPONSIBILITIES

6. @GOTRRockies
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Strategic Priorities
Goals
Objectives
Action
Items
• Process not a
document
• Roadmap
• Three-years
• Input from board,
staff, stakeholders
• Narrative, resources,
implementation tools
WHAT IS IT?

7. @GOTRRockies
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Generative
Fiduciary
Governance
as
Leadership
Strategic
WHY are we
going to do it?
HOW are we
going to do it?WHAT are we
going to do?
§ Scanning your
external
environment
§ Comparative
advantage
§ Strategic plans
§ Confronting challenges in
traditions & values
§ What matters most to us?
§ What does this mean to
us?
§ Meaning
§ Framing the right issue
§ Tangible
§ Operations
§ Legal
§ Results
§ Resources
§ High performing
board address all
three
§ Great boards know
the differences
§ Fundraising in all
three

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WHY 100% BOARD GIVING?

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KNOW YOUR GOALS

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FEARS & HESITATIONS

11. @GOTRRockies
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Diversity
is key
Individuals
Special
events
Foundation
grants
Government
grants
Corporate
sponsorship
Earned
income
Service
clubs
FUND DEVELOPMENT

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GIVING PYRAMID

13. @GOTRRockies
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SPHERES OF INFLUENCE
New gifts
Annual donors
Midsize donors
Major donors
Planned
giving

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Prospecting Identification Preparation
Cultivating Build the
Relationship
Engage the
Donor Ask for the Gift
Stewarding Recognition Reporting Communicating Engagement
FUNDRAISING PROCESS

15. @GOTRRockies
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Prospecting
Stewardship
& Cultivation
Acknowledgment
Solicitation
FUNDRAISING BY TIME

16. @GOTRRockies
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YES!!
Yes,
but
not
that
much
No
3 POSSIBLE OUTCOMES

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18. @GOTRRockies
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FEARLESS FUNDRAISING:
A BOARD MEMBER
CHECKLIST!
Fundraising opportunities
and responsibilities for
board members
Be honest. Be realistic.
Take a risk!

19. @GOTRRockies
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Legal Hat
Ambassador
Hat
Volunteer
Hat
BOARD MEMBER HATS

20. @GOTRRockies
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Board
Leads
Shares values thru policies
that put mission in action
Hires, supports, assesses
ED
Opens funding resources in
community
Oversees financial due
diligence
Recruits & retains new
board members
ED Leads
Develops/ Proposes policy
questions
Hires, supervises,
motivates staff
Develops & implements
programs
Shared
Leadership
Strategic plan
Fundraising plan &
strategies
Evaluations
Prep board meetings
SHARED LEADERSHIP

21. @GOTRRockies
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Success!
Joyful
leadership
Accountability
Expectations
FINDING SUCCESS
ArtScience

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23. @GOTRRockies
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CLOSING COMMITMENT

24. @GOTRRockies
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CONTINUE THE CONVERSATION
• BoardSource
• Association of Fundraising Professionals
• Fundraising Guide for Nonprofit Board Members
• Fearless Fundraising
• Fundraising Responsibilities of Nonprofit Boards
• Nonprofit Board Answer Book
• 10 Basic Responsibilities of Nonprofit Boards
• The Handbook of Nonprofit Governance
• Governance as Leadership

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Emily Davis, MNM
Emily Davis Consulting
(720) 515-0581
emily@emilydavisconsulting.com
emilydavisconsulting.com