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2015 bridge board on board
- 1. Dane Grams & David Garza with your host, Tiffany Neill Getting Your Board Onboard
- 2. What will you walk away with? • How to start the conversation with your Board • What metrics are useful to provide • How frequently you update the Board • What to keep them updated on • Where not to involve them • What are the STRANGEST ideas you may hear
- 3. Who will you learn from? Dane Grams Human Rights Campaign David Garza Point Foundation Tiffany Neill Lautman Maska Neill & Company
- 4. #Bridge15 Who else will you learn from? Real questions from real Board members!
- 5. #Bridge15 Some Themes • Regular communication • Consistent charts, graphics, ways of analyzing data • Honesty • Find Allies • Educate, Update, Repeat
- 6. Five Minutes of Context
- 7. #Bridge15 Board: 37 Donors: Growing Challenge: Launch Meetings: Quarterly Point Foundation empowers promising lesbian, gay, bisexual, transgender, and queer students to achieve their full academic and leadership potential – despite the obstacles often put before them – to make a significant impact on society.
- 8. #Bridge15 Board: 150+ (next slide) Members: 500,000+ Challenge: Growth Meetings: Frequent The Human Rights Campaign is organized and will be operated for the promotion of the social welfare of the lesbian, gay, bisexual and transgender community. By inspiring and engaging individuals and communities, HRC strives to end discrimination against LGBT people and realize a world that achieves fundamental fairness and equality for all.
- 9. #Bridge15 HRC Board Structure 30 Board of Directors 501 (c) 4 30 Board of Directors 501 (c) 3 150 Board of Governors
- 10. #Bridge15 I don’t open the mail … never talk to telemarketers … never respond to an email solicitation… never stop to talk to a person on the street… would NEVER give my credit card number for a monthly gift…
- 11. The First Conversations with Your Board
- 12. #Bridge15 Point Foundation in 2012 • Relatively small organization • Needed improved name recognition and revenue • Our biggest challenge? Lack of awareness • Board was curious • #1 Question? Is direct mail still relevant?
- 13. #Bridge15 Getting the Board on Board • Involved in process of selecting partner • Detailed presentation with expectations and growth • Opportunity to ask questions
- 14. What Did You Present? • Point Foundation is run like a business • Board needed 5-year view • Detailed Projections Point Foundation 5 Year Growth Projections (Test Period in 2013) Prepared Aug 2012 * Projections DO NOT include planned gifts or monthly gifts. Quantity Number Percent Gross Average Total Net Cost to Mailed of Gifts Response Income Gift Cost Revenue Raise $1 Test 54,000 525 0.97% $26,000 $96.67 $50,750 -$24,750 $1.95 2014 119,300 1,320 1.11% $69,800 $52.90 $109,750 -$39,950 $1.57 2015 143,240 2,152 1.50% $124,671 $57.94 $138,000 -$13,330 $1.11 2016 148,490 2,644 1.78% $162,158 $61.32 $131,171 $30,987 $0.81 2017 179,490 3,189 1.78% $207,796 $65.15 $149,541 $58,255 $0.72
- 15. Advantages and Pitfalls Advantages • Board trusted staff & consultant • Board understood that we could reach new audiences Pitfalls • Investment Period took time to explain #Bridge15
- 16. #Bridge15 HRC in 2012 • Had over 200,000 Members • Needed new members from new markets – growth had slowed • Our biggest challenge? Multi-challenge, aggressive growth • Board was used to existing program • #1 Question? Where are these potential members
- 17. #Bridge15 Getting The Board on Board • Detailed plan by channel • Goals for each channel • Positioned the Grassroots Expansion Project as a whole new ballgame
- 18. #Bridge15 What Did You Present •59 slides! •Mix of explanation of tactics and numbers
- 19. Advantages and Pitfalls Advantages • Very active volunteers • Trust staff Pitfalls • Lots of channels, lots of tactics, lots to explain #Bridge15
- 20. Other Organizations? What about when it doesn’t go well?
- 22. #Bridge15 We got an acquisition mailing – but we’ve been giving for years. How did that happen?!
- 23. #Bridge15 Educate • Always a bit of “101” • Remind them of overall goals
- 25. Updating Report on same data points each time
- 26. #Bridge15 Updating • Involve volunteers where appropriate • Signers? • Matching Gifts? • Try to keep out of day to day • Not in review process
- 27. #Bridge15 What if we gave you an extra $100,000 to spend?
- 28. #Bridge15 What About When News is Bad? • Be Honest! • Project beyond this time
- 30. #Bridge15 Direct mail is DEAD… DEAD I say!
- 31. #Bridge15 Help From the Experts! • Know your benchmark sources • Call the folks you meet at Bridge • Bring in an ally to speak to the Board • Listen! They know your organization too
- 32. Thank you