Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Dane Grams & David Garza
with your host, Tiffany Neill
Getting Your Board
Onboard
What will you walk away with?
• How to start the conversation with your Board
• What metrics are useful to provide
• How f...
Who will you learn from?
Dane Grams
Human Rights
Campaign
David Garza
Point Foundation
Tiffany Neill
Lautman Maska
Neill &...
#Bridge15
Who else will you learn from?
Real questions from
real Board
members!
#Bridge15
Some Themes
• Regular communication
• Consistent charts, graphics, ways of analyzing data
• Honesty
• Find Allie...
Five Minutes of Context
#Bridge15
Board: 37
Donors: Growing
Challenge: Launch
Meetings: Quarterly
Point Foundation empowers promising lesbian,
gay...
#Bridge15
Board: 150+ (next slide)
Members: 500,000+
Challenge: Growth
Meetings: Frequent
The Human Rights Campaign is org...
#Bridge15
HRC Board Structure
30 Board of
Directors
501 (c) 4
30 Board of
Directors
501 (c) 3
150 Board
of
Governors
#Bridge15
I don’t open the mail … never
talk to telemarketers …
never respond to an email
solicitation… never stop to
talk...
The First Conversations with
Your Board
#Bridge15
Point Foundation in 2012
• Relatively small organization
• Needed improved name recognition and revenue
• Our bi...
#Bridge15
Getting the Board on Board
• Involved in process of selecting partner
• Detailed presentation with expectations ...
What Did You Present?
• Point Foundation is run like a business
• Board needed 5-year view
• Detailed Projections
Point Fo...
Advantages and Pitfalls
Advantages
• Board trusted staff & consultant
• Board understood that we could
reach new audiences...
#Bridge15
HRC in 2012
• Had over 200,000 Members
• Needed new members from new markets – growth had slowed
• Our biggest c...
#Bridge15
Getting The Board on Board
• Detailed plan by channel
• Goals for each channel
• Positioned the Grassroots Expan...
#Bridge15
What Did You Present
•59 slides!
•Mix of explanation of
tactics and numbers
Advantages and Pitfalls
Advantages
• Very active volunteers
• Trust staff
Pitfalls
• Lots of channels, lots of tactics,
lo...
Other Organizations?
What about when it doesn’t go well?
Ongoing Communications
#Bridge15
We got an acquisition
mailing – but we’ve
been giving for years.
How did that happen?!
#Bridge15
Educate
• Always a bit of “101”
• Remind them of overall
goals
#Bridge15
Have you
ever tried…?
Updating Report on same data points each time
#Bridge15
Updating
• Involve volunteers where appropriate
• Signers?
• Matching Gifts?
• Try to keep out of day to day
• N...
#Bridge15
What if we gave you
an extra $100,000
to spend?
#Bridge15
What About When News is Bad?
• Be Honest!
• Project beyond this time
#Bridge15
Repeat
•Volunteer turnover
•Finding allies
#Bridge15
Direct mail is
DEAD… DEAD I say!
#Bridge15
Help From the Experts!
• Know your benchmark sources
• Call the folks you meet at Bridge
• Bring in an ally to s...
Thank you
Upcoming SlideShare
Loading in …5
×

2015 bridge board on board

254 views

Published on

#BoardLove from the Bridge to Integrated Marketing and Fundraising conference with Tiffany Neill, Dane Grams and David Garza

Published in: Business
  • Be the first to comment

  • Be the first to like this

2015 bridge board on board

  1. 1. Dane Grams & David Garza with your host, Tiffany Neill Getting Your Board Onboard
  2. 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. 3. Who will you learn from? Dane Grams Human Rights Campaign David Garza Point Foundation Tiffany Neill Lautman Maska Neill & Company
  4. 4. #Bridge15 Who else will you learn from? Real questions from real Board members!
  5. 5. #Bridge15 Some Themes • Regular communication • Consistent charts, graphics, ways of analyzing data • Honesty • Find Allies • Educate, Update, Repeat
  6. 6. Five Minutes of Context
  7. 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. 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. 9. #Bridge15 HRC Board Structure 30 Board of Directors 501 (c) 4 30 Board of Directors 501 (c) 3 150 Board of Governors
  10. 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. 11. The First Conversations with Your Board
  12. 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. 13. #Bridge15 Getting the Board on Board • Involved in process of selecting partner • Detailed presentation with expectations and growth • Opportunity to ask questions
  14. 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. 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. 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. 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. 18. #Bridge15 What Did You Present •59 slides! •Mix of explanation of tactics and numbers
  19. 19. Advantages and Pitfalls Advantages • Very active volunteers • Trust staff Pitfalls • Lots of channels, lots of tactics, lots to explain #Bridge15
  20. 20. Other Organizations? What about when it doesn’t go well?
  21. 21. Ongoing Communications
  22. 22. #Bridge15 We got an acquisition mailing – but we’ve been giving for years. How did that happen?!
  23. 23. #Bridge15 Educate • Always a bit of “101” • Remind them of overall goals
  24. 24. #Bridge15 Have you ever tried…?
  25. 25. Updating Report on same data points each time
  26. 26. #Bridge15 Updating • Involve volunteers where appropriate • Signers? • Matching Gifts? • Try to keep out of day to day • Not in review process
  27. 27. #Bridge15 What if we gave you an extra $100,000 to spend?
  28. 28. #Bridge15 What About When News is Bad? • Be Honest! • Project beyond this time
  29. 29. #Bridge15 Repeat •Volunteer turnover •Finding allies
  30. 30. #Bridge15 Direct mail is DEAD… DEAD I say!
  31. 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. 32. Thank you

×