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Michigan CASA - Fundraising with a Board of Directors

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This presentation is from the 2011 Michigan CASA statewide conference.

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Michigan CASA - Fundraising with a Board of Directors

  1. 1. Sigrid Valk-Feeney Board President, CASA of Kent County Suzanne Greenberg President/CEO, CAN Council Saginaw County Ryan Fewins-Bliss Board of Directors, Michigan CASA, November 11, 2011
  2. 2. <ul><li>“ Exceptional boards link bold visions and ambitious plans to financial support, expertise, and networks of influence.” </li></ul><ul><li>- THE SOURCE 12 </li></ul><ul><li>Board Source, Twelve Principles of Governance That Power Exceptional Boards </li></ul>Michigan CASA Conference November 11, 2011
  3. 3. How to create a Working Board <ul><ul><li>Create a Cross-Functional Board </li></ul></ul><ul><ul><li>Make Sure Potential Board Members Are Committed To The Mission </li></ul></ul><ul><ul><li>Every Board Member Must Accept Fundraising Responsibilities and Contribute Personally </li></ul></ul><ul><ul><li>Monitor the Results </li></ul></ul>Michigan CASA Conference November 11, 2011
  4. 4. Creating A Cross-Functional Board Michigan CASA Conference November 11, 2011
  5. 5. Board Connections Michigan CASA Conference November 11, 2011
  6. 6. Board Demographics Michigan CASA Conference November 11, 2011
  7. 7. Committed to the Mission <ul><li>Have board candidates work on committees as volunteers </li></ul><ul><li>Suggest the donation level the Board Member must give. (If a Board Member is not invested in the mission--why should a potential donor?) </li></ul>Michigan CASA Conference November 11, 2011
  8. 8. Monitor the Results <ul><li>Use a performance monitoring tool. </li></ul><ul><li>Hold committees accountable for their performance (even volunteers). </li></ul>Michigan CASA Conference November 11, 2011
  9. 9. Michigan CASA Conference November 11, 2011
  10. 10. Michigan CASA Conference November 11, 2011 Donor Development Committee S. Valk-Feeney B. Lassiter G. Pasi G. Ross & S. Brasic   $25k from Major Donors Create Major Donor Process (did not complete training) Still working on process Still working on process N/A N/A   Annual Appeal Send out Year end Appeal Sent out Year End Appeal   N/A N/A Event Committee T. Sheridan S. Brasic D. Lockhart B. Granger & Volunteers   Events yield 50% of total budget ($150k) House Party $XX House Party $XX House Party $XX N/A N/A     Celebration of the Grand $1,200 Celebration of the Grand $800 N/A N/A N/A     Table Hosted Event $XX Table Hosted Event $XX Table Hosted Event $XX N/A N/A Avg 2011     Responsibility Y-T-D Target 2010 2009 2008 2007 2006
  11. 11. Accomplishments <ul><ul><li>1979 New organization/volunteer only </li></ul></ul><ul><ul><li>1995 $40,000 and 2 part-time staff/ </li></ul></ul><ul><ul><li>20 volunteers </li></ul></ul><ul><ul><li>2011 </li></ul></ul><ul><ul><li>$1.2 million and 15 fte and 3 pt staff/ </li></ul></ul><ul><ul><li>3 Ameri Corps </li></ul></ul><ul><ul><li>350 active volunteers (inc. 80 CASA) </li></ul></ul>Michigan CASA Conference November 11, 2011
  12. 12. <ul><li>“ The most important thing is to keep the most important thing, the most important thing.” </li></ul><ul><li>- Dan Clark, Author </li></ul><ul><li>Chicken Soup for the Soul </li></ul>Michigan CASA Conference November 11, 2011
  13. 13. Are We Having Fun Yet? Michigan CASA Conference November 11, 2011
  14. 14. Your Team <ul><li>R ecruit with determination </li></ul><ul><li>O rientation—important! </li></ul><ul><li>U tilize—what do they like to do? </li></ul><ul><li>N urture—can’t over appreciate! </li></ul><ul><li>D etermine culture—your sandbox? </li></ul>Michigan CASA Conference November 11, 2011
  15. 15. Recruiting Your Team <ul><li>Be determined </li></ul><ul><li>What do you need? </li></ul><ul><li>Are you fun to dance with? </li></ul><ul><li>No begging! </li></ul>Michigan CASA Conference November 11, 2011
  16. 16. Orienting Your Team <ul><li>Historical perspective—staff/tour </li></ul><ul><li>Know your board/volunteers </li></ul><ul><li>Meet them where they are </li></ul><ul><li>Jobs for everyone </li></ul><ul><li>Don’t minimize </li></ul>Michigan CASA Conference November 11, 2011
  17. 17. Utilizing Your Team <ul><li>Take a look at needs/new ideas </li></ul><ul><li>Listen, listen, listen! </li></ul><ul><li>Write it down! </li></ul><ul><li>Seek new team members all year long! </li></ul>Michigan CASA Conference November 11, 2011
  18. 18. Nurturing Your Team <ul><li>Thank you’s </li></ul><ul><ul><li>Formal letter within 24 hours/with note </li></ul></ul><ul><ul><li>Handwritten note from key person </li></ul></ul><ul><ul><li>If possible, thank in person! </li></ul></ul><ul><ul><li>Public in newsletters, letter to editors </li></ul></ul><ul><ul><li>Most important---know your board members! </li></ul></ul>Michigan CASA Conference November 11, 2011
  19. 19. Define Your Team Culture <ul><ul><li>Are you ready to dance? </li></ul></ul><ul><ul><li>Can your board work hard and have fun? </li></ul></ul><ul><ul><li>Is the community committed to supporting the agency’s mission, not just a board member? </li></ul></ul><ul><ul><li>Does your infrastructure support the board---staff, by-laws, and insurance? </li></ul></ul><ul><ul><li>Are you focused on the most important thing? </li></ul></ul>Michigan CASA Conference November 11, 2011
  20. 20. Board Member Concepts <ul><li>Publicity & Social Media Image Contact with People Credibility Education Motivation Increased Commitment </li></ul><ul><li>Good Community Relations Partnership with other Nonprofits </li></ul>Michigan CASA Conference November 11, 2011
  21. 21. Example Board Activities <ul><li>Always the Ambassador/Constant Cultivation </li></ul><ul><li>Hosting a meal for potential donors </li></ul><ul><li>Hosting a prospect at an organization event </li></ul><ul><li>Ask for input from the community </li></ul><ul><li>Thank your donors </li></ul><ul><li>Representing the organization to other connections </li></ul><ul><ul><li>Rotary, Kiwanis, Chamber of Commerce </li></ul></ul>Michigan CASA Conference November 11, 2011
  22. 22. Final Thoughts <ul><li>Tap Into Your Passion & Share It </li></ul><ul><li>ALWAYS Remember WHY you are doing the work </li></ul><ul><li>Create opportunities for board to buy-in </li></ul><ul><li>You can do a lot with little resources </li></ul><ul><li>HAVE FUN !!!!!! </li></ul><ul><li>Any questions---sgreenberg@cancouncil.org </li></ul>Michigan CASA Conference November 11, 2011

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