Lori L. Jacobwith • 20+ years as a communication strategist & fundraising coach • Measurable: Helped organizations raise over $100 million in last 10 years. • Impact: My work creates environments where people find ease in their work with, and their conversations about money. 3
Getting Past The Past What are your biggest challenges with your board?
DefinitionService:Contribution to thewelfare of others.The act of serving or ahelpful act. ~ Source: Merriam-Webster dictionary
Definition Development: The total process by which an organization increases public understanding of its mission and acquires financial support for its programs. ~ Source: AFP Fundraising Dictionary, (Association of Fundraising Professionals)
Expand Your Reach Engaging Your Board Secret Communication Communication Communication
Thousands of messages barrageus every single day. 10
Board Communication What information do you share to allow board members to shine?
Expand Your Reach Engaging Your BoardBe clear about the duties and responsibilities ofthe board members: • Determine the Organizations Mission and Purpose • Engage in Strategic Thinking and Planning • Approve and Monitor the Organizations Work • Ensure Adequate Financial Resources • Provide Effective Fiscal Oversight • Ensure Sound Risk Management Policies
Expand Your Reach Engaging Your BoardBe clear about the duties and responsibilities ofthe board members: • Select and Support the Chief Executive and Review Their Performance • Enhance the Organizations Public Image • Carefully Select and Orient New Board Members and Board Leaders • Maintain Board Structure and Operations • Organize & Participate on Committees and Task Forces
“Feeling good is what nonprofits sell.” ~ Seth Godin, Author & Marketing guru
Board Communication 1. Includes listening. 2. It’s personal. 3. Provides meaningful feedback both ways.
Expand Your Reach Engage Your Board 1. What has our financial track record been? 2. What are our income source(s) and cost structures? 3. What kind of financial flexibility do we have? 4. Know your pledge redemption history and be prepared for changes. 5. How financially sophisticated is our board and staff? Our donors?
Expand Your Reach Engaging Your Board What’s missing in your current communication with your board? • What do you want them to do more of? • What would a successful and fully engaged board look like?
Expanding Your Reach Engaging Your BoardYour CommunicationYou have a rareopportunity to empowerpeople to feel like a superhero.To cause a connection thatdeeply aligns with thatperson’s highest ideals andvalues.
Habitat for Humanity What is working with your board?
Expand Your Reach Engaging Your Board “Thank and Release” Annual Elections Term Limits Are Your Friend On the board v. On Board
Expand Your Reach Engaging Your Board Measuring Success Clarify and commit to the duties & responsibilities of the board especially in development. • What measures does your organization have for the board? • Who on the board is your partner to ensure expectations are met?
Your Organization Name Here Governance Scorecard Full Board and Committee Participation Board Donor Contact and Financial Support80% 100 $9,00070% 90 $8,00060% Board Target 80 $7,000 7050% $6,000 Actual 6040% 50 Target $5,000 Committee 40 Actual $4,000 Raised30% Target $3,000 3020% Actual 20 $2,00010% 10 $1,0000% 0 $0 Q109 Q209 Q309 Q409 2009 2010 2009 Pledged Visibility Building Participation Board Member Annual Event Participation45 80%40 70%35 60%30 50%25 40% Target Target20 30% Actual Actual15 20%10 10% 5 0% 0 Phone- Annual Open Fun 2009 2010 a-thon Dinner House Run
Expand Your Reach Engaging Your Board Powerful contributions are made when: People are in touch with their purpose, their vision, and with the difference they make. ~ Lynne Twist: Fundraising From the Heart
Expand Your Reach Engaging Your Board Powerful contributions are made when: People see that the work you are asking them to fund really makes a difference. ~ Lynne Twist: Fundraising From the Heart
Expand Your Reach Engaging Your Board Powerful contributions are made when: Someone asks, giving them an opportunity to contribute. ~ Lynne Twist: Fundraising From the Heart
Expand Your Reach Engaging Your Board Remove phrases like “the board doesn’t do enough” from your vocabulary
Trustees can inspire confidence. Boardmembers have an unusual opportunityto inspire people & set an example. 30
Tell:One thing you aregoing to change atyour organizationOne ah ha you had in this session 31
Connecting with Lori Blog and monthly e-Newsletter Membership – special offer Key Note & Breakout Sessions Customized Fundraising Action Planning Sessions 32
Thank you! Lori Jacobwith lori@LoriJacobwith.com www.LoriJacobwith.com 952- 949-2105 http://twitter.com/LJacobwith