This seminar is designed to cover seven key elements of building a fundraising board: 1. Planning 2. Mission statements 3. Optimal board size and structure 4. The three essential qualities of boards 5. Board recruitment and diversity 6. Engaging past board members 7. The basics of fundraising and a practical exercise.

1. Thrive. Grow. Achieve.
Building a Strong
Fundraising Board
Dick Walker, Senior Consultant
Orr Associates, Inc.
November 10, 2015

2. Prepared for Raffa Learning Community
November 10, 2015
Dick Walker, Senior Consultant
Orr Associates, Inc.
Building a Strong
Fundraising Board
© 2015 Orr Associates, Inc. (OAI)

3. • Me
• You
• Today
Introduction

4. • The Size and Structure of Your Board Matters
• Recruit the Right Team
• Fundraising is Every Board Member’s Job
Agenda

5. The Size and Structure of Your Board
Matters

6. • Big boards
• Smaller boards
Size

7. • Terms
• Term limits
Structure

8. • Internally focused
• Externally focused
Committees

9. • Board
• Committees
• Succession
Leadership

10. Recruit the Right Team

11. • Commitment to the Mission
• A Philanthropic Spirit
• Financial Capacity
The Three Essential Qualities

12. First Quarter
Orient new board – identify needs for
next year using your board profile
Second Quarter
Determine renewals and retirements and
have conversations with both – identify
candidates who meet identified needs
Third Quarter
Interview candidates using a job
description – determine a “slate” to
be presented to the full board
Fourth Quarter
Approve the slate – inform new and
renewed board members/celebrate the
services of those rotating off the board
Board Recruitment

13. Profile Your Board
Tier Member Name Affiliation Source
Assigned
To Industry / Profession Skills / Exp
Marketing/PR
/Media
Healthcare
Banking/Accounting
InvestmentsLegal
SocialWork/HR
BusinessDevelopment
NeighborhoodLeader
Insurance
Fundraising/EventPlanning
Marketing/PRManagementTechnology(IT)
Financial
Accounting
Legal

14. • Advocacy for the organization and its mission
• Service/attendance
• Fundraising activity/financial support
• Governance participation
• Knowledge of the organization
• Access to information and confidentiality
• Collective and personal evaluation
Board Job Description

15. • Keep in mind your organization’s plan and its immediate
priorities
• Seek new board members for what they can do to help
address priorities
• In other words, recruit board members for what they do, not
who they are
Recruit for Your Organizational
Priorities

16. Sectors Skills Demographics Other Factors
Local industry Legal Age Nonprofit Board Experience
High Tech Finance & Accounting Gender Personal Wealth
Government Investment Race “Plays well with others”
Developers Human Resources Residence Corporate or foundation ties
Legal Government Relations Ties to other organizations
Education Marketing
Health Care IT
Banking Fundraising
Retail
Nonprofit
Board Diversity

17. • Recognize
• Involve
• Seek Counsel
• Re-enlist
Past Board Members

18. Fundraising is Every Board Member’s
Job

19. • Give Generously
• Be an Advocate
• Participate in Fundraising
The Big Three

20. • Setting expectations
• The annual contract
• Board goes first
• 100% participation
Give Generously

21. • Heart
• Head
Be an Advocate

22. • Identify
• Cultivate
• Ask
• Thank
Participate in Fundraising

23. Questions and Discussion

24. Dick Walker
(202) 719-8082
dwalker@oai-usa.com
Thanks.
© 2015 Orr Associates, Inc. (OAI)