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Presented by
Michele R. Berard, MBA, CFRE
of
www.AscentAdvisors.net
Engaging Your Board in Fundraising
Why it Matters and ...
www.micheleberard.com
What We’re Going to Learn Today…
• What the Research Shows
• How to lay the Groundwork
• How to put a Plan into Action
Are...
The Research
Research Brief
What No O ne Else Can Do :
Truste e ’s VitalRo le in
He althcare Philanthro py
Point #1 - Access & Signaling
Regarding fundraising -
board members serve two
primary functions:
• Helping the organizatio...
Point #2 - Board Member Giving is Important
Organizations reported that total board
giving was between 1% and 10% of
total...
Point #3 – Size Matters….kind of
• Most have boards between 11 and 20 members
• Most successful are boards with 21 to 30 m...
Point #4 – The Development Committee Works
Organizations that have a Development Committee
of the Board reported higher re...
Point #5 – Specific Activities Yield Results
Point #5 continued – Specific Activities Yield Results
Sowing the Seeds for your Money Tree
While research validates and supports Board
Member involvement in fundraising, there ...
Step #1 - Board Member Job Description
Question:
Is your organization
one that needs its
Board Members to
conduct only one...
Step #2 - Development Committee Charter
A statement of purpose and general direction will
help the committee to remain foc...
Step #2 continued - SAMPLE
Development Committee Charter Worksheet
WHAT - To ensure XYZ Organization benefits from a stron...
Step #3 - Allocate Staff Support
Staff raising money without volunteers’
connections is finite;
Incorporate volunteer conn...
Step #4 - Establish Goals (as a committee)
Set goals beyond money
• Number of new donors/gifts
• Number of renewed donors
...
Step #5 - Build a Plan…to meet those goals
Set goals beyond money
• Number of new donors/gifts
• Number of renewed donors
...
Action Time!
You have collected the research and laid the
groundwork. Now, it is time to put your plan
into action.
A List of Tactics can alleviate discomfort in
Fundraising
• Acts as a “menu”
• Have Board Member select 3 from the list
No...
• Make “thank-you calls” to donors
• Review the organization’s website one time per week
• Post organizational news/press ...
Setting individual goals gives board
members long-term vision and short-
term motivation.
• It focuses them on what they c...
Nonprofit Board Members are
generally intelligent people with
high levels of influence and
expertise (but not in fundraisi...
FACT: Change is a part of our lives
Organizations will continually face:
• Resigning/new staff
• Resigning/new board membe...
While organizations cannot rest on their laurels
they must celebrate successes and recognize
those that made those success...
Questions?
CONTACT INFORMATION:
Michele R. Berard, MBA, CFRE
Phone: (401) 263-4902
www.AscentAdvisors.net
mberard@AscentAd...
Proof that Engaging Your Board in Fundraising MATTERS
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Proof that Engaging Your Board in Fundraising MATTERS

Yes. We hear that board member participation in fundraising is important to the overall success of a nonprofit's fundraising program...but where is the proof? This presentation was designed for the Leading Age RI Conference and Trade Show targeting long-term care organizations and professionals.

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Proof that Engaging Your Board in Fundraising MATTERS

  1. 1. Presented by Michele R. Berard, MBA, CFRE of www.AscentAdvisors.net Engaging Your Board in Fundraising Why it Matters and How to do it 20 1 3 AnnualCo nfe re nce and Trade Sho w
  2. 2. www.micheleberard.com
  3. 3. What We’re Going to Learn Today… • What the Research Shows • How to lay the Groundwork • How to put a Plan into Action Are there any burning desires? Let’s write them down
  4. 4. The Research Research Brief What No O ne Else Can Do : Truste e ’s VitalRo le in He althcare Philanthro py
  5. 5. Point #1 - Access & Signaling Regarding fundraising - board members serve two primary functions: • Helping the organization reach new prospective donors (access) • Indicating the organization’s value to the community by their own association with the group (signaling)
  6. 6. Point #2 - Board Member Giving is Important Organizations reported that total board giving was between 1% and 10% of total giving • Board member giving is a public commitment to the organization’s work • Board members might pay increased attention to the nonprofit’s mission and financial health when their own money is engaged • Many other donors and institutional funders will not give to organizations that don’t have 100 percent board participation as current donors. Therefore require 100% board giving
  7. 7. Point #3 – Size Matters….kind of • Most have boards between 11 and 20 members • Most successful are boards with 21 to 30 members http://www.nonprofitresearchcollaborative.org/wp-content/uploads/2012/09/NRC-Board-Engagement-Report-Sept-2012.pdf
  8. 8. Point #4 – The Development Committee Works Organizations that have a Development Committee of the Board reported higher responses of meeting organizational fundraising goals • Peer to peer solicitations (other board members) • Access to the community/prospective donors • Credible volunteer “stamp of approval” • Connections and influence farther reaching than staff
  9. 9. Point #5 – Specific Activities Yield Results
  10. 10. Point #5 continued – Specific Activities Yield Results
  11. 11. Sowing the Seeds for your Money Tree While research validates and supports Board Member involvement in fundraising, there are challenges that must first be over come.
  12. 12. Step #1 - Board Member Job Description Question: Is your organization one that needs its Board Members to conduct only one of the three Ts? • Time • Talent • Treasure (this includes Give and Get) A sample has been provided to get you started
  13. 13. Step #2 - Development Committee Charter A statement of purpose and general direction will help the committee to remain focused and relevant A sample worksheet has been provided to get you started
  14. 14. Step #2 continued - SAMPLE Development Committee Charter Worksheet WHAT - To ensure XYZ Organization benefits from a strong, stable and growing revenue stream obtained from philanthropy HOW – by: 1. developing and fostering a culture of giving of our internal constituencies Examples: 2. cultivating and stewarding resources (people, products, time, finances) Examples: 3. Soliciting financial and in-kind support Examples:
  15. 15. Step #3 - Allocate Staff Support Staff raising money without volunteers’ connections is finite; Incorporate volunteer connections - the potential is limitless • Staff possess the “body of knowledge” • Staff = logistics manager • Staff empower volunteers • Staff support = volunteer success
  16. 16. Step #4 - Establish Goals (as a committee) Set goals beyond money • Number of new donors/gifts • Number of renewed donors • Average gift size And…be transparent • Communicate goals; board approval • Report progress • Be accountable
  17. 17. Step #5 - Build a Plan…to meet those goals Set goals beyond money • Number of new donors/gifts • Number of renewed donors • Average gift size And…be transparent • Communicate goals; board approval • Report progress • Be accountable
  18. 18. Action Time! You have collected the research and laid the groundwork. Now, it is time to put your plan into action.
  19. 19. A List of Tactics can alleviate discomfort in Fundraising • Acts as a “menu” • Have Board Member select 3 from the list Note: Include the 11 from the research section Step #1 - Provide a List
  20. 20. • Make “thank-you calls” to donors • Review the organization’s website one time per week • Post organizational news/press releases to your Facebook, LinkedIn or Twitter accounts • Attend community events (not XYZ Non-Profit events) with the organization’s CEO/CDO as a “Trustee of the XYZ Non-Profit” • Post your board affiliation on your LinkedIn and Facebook accounts • Chair the Fall Appeal (or lapsed donor appeal or any appeal) by signing the appeal letter • Organize a speaker from XYZ Non-Profit to come speak at your business • Allow XYZ Non-Profit to publish and distribute a press release about your And the list goes on… Sample List (a larger list is in your handout packet)
  21. 21. Setting individual goals gives board members long-term vision and short- term motivation. • It focuses them on what they can contribute to the greater whole • It provides a sense of self-worth (to the group) • When achieved, creates a huge feeling of satisfaction Step #2 - Individual Goals
  22. 22. Nonprofit Board Members are generally intelligent people with high levels of influence and expertise (but not in fundraising) • Give them permission to not have to possess the “body of knowledge” (that is why the organization has hired a development professional) • Share relevant resources (e.g. Board Source) Step #3 - Provide Direction and Support
  23. 23. FACT: Change is a part of our lives Organizations will continually face: • Resigning/new staff • Resigning/new board members • Changes in funding or regulation Read: Our Iceberg is Melting Step #4 - Accept Evolution as the Constant
  24. 24. While organizations cannot rest on their laurels they must celebrate successes and recognize those that made those successes possible. • Board Meetings • Donor Newsletters • Recognition events (e.g. National Philanthropy Day www.afpri.org) • Photo shoots/check presentations • Handwriting cards • Calls Step #5 - Celebrate the Successes
  25. 25. Questions? CONTACT INFORMATION: Michele R. Berard, MBA, CFRE Phone: (401) 263-4902 www.AscentAdvisors.net mberard@AscentAdvisors.net This presentation and the handouts can be found on my Blog: micheleberard.com Twitter: @micheleberard

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