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Fire Up Your Board for
Fundraising:
Turn Their Passion into Action!
AFP Broward County
October 14, 2010
1
2
The Situation
Between Boards
and Staff . . .
3
Mass
Confusion
4
Who’s supposed to do what?Who’s supposed to do what?
The Myth of Board Members and
Fundraising
5
The Myth of Board Members and
Fundraising
Mention the F-Word . . .
6
7
Most Board
Members’
Definition of
Fundraising
8
Board Members Think
Fundraising = Rejection
9
10
They Think Fundraising = Cold Calls
11
The Solution?
The Fired-Up System
13
Step One:
Get Your
Board Fired
Up About the
Cause
14
Board Members Need
To Connect with
the Passion
That Brought Them To You
15
Board Members Need
A Story to Tell
16
Because
they don’t
know
what to say
17
1. Re-Ignite
Their
Passion!
#1 Why Do You Care About
Your Organization?
19
1.What you say
2.How you say it
3.Get a reaction
4.Request for followup
The Elevator Speech
“Gail, I am putting some of your ideas into action….
At our last Trustee meeting, I asked, “What legacy do you
want to leave from serving on this board?”
Well, you would have thought I had opened the flood gates. One
man told us about his cousin in hospice . . . and how we helped his
family through that terrible time.
This turned out to be the best meeting we've had so far on with
this group in the last 3 years!
This is a wonderful and satisfying change for the better.”
Laurie Taylor, Lower Cape Fear Hospice Foundation
Great Results!
20
SNEEZE (the viral message)
wherever you go!
A Deep Discussion
22
A Deep Discussion
#2 What are we raising money for?
Panel Discussion:
What Are We Raising Money For?
Brings Your Fundraising Program Alive
#3 Mission Moments:
Give Board Members a Direct Personal Experience
26
A Word
About
Nonprofit BOARDS
Is This Your Board?
27
Is This Your Board?
Is This Your Board?
28
Is This Your
Board?
High
Level
People
Doing
Low
Level
Work?
Is This Your Board?
Is This Your Board?
Is This Your Board?
30
Is This Your Board?Boring Meetings = A Bored Board
#4 Liven Up Your Board Meetings
NOT Business As Usual
32
A Board Member
Deserves
a TERRIFIC Experience!
#5 Give Them Social Time
#5 Give Them Social Time
34
Social Time For Board
Members
Builds
Trust and Collegiality
35
And
TEAM
36
A Fired-Up Board:
#1 Personal story
#2 What are we raising $ for?
#3 Mission moments
#4 Interesting meetings
#5 Social time
Re-Define Fundraising
# 1 Let Them Talk About Their Fear
38
How Do You
Really Feel
About Asking
For
Contributions?
“It never feels appropriate.”
“Believe it or not, I’m afraid of being rejected.” --
“It just feels so tacky to ask for money.”
“I’ll ask them for money, and they’ll turn right around and
ask me.”
“My friends might drop me if I ask them for money!”
Fundraising’s Dark Side:
#2 Teach Them About Donor Joy:
“How Did You Feel The Last Time You
Gave to Your FAVORITE CAUSE?”
40
• Proud … Joyful … Happy…
Powerful … Excited. . . Hopeful
• Wish I could do more
• Part of something important
• Glad to be a partner
• Want to make a difference.
The Difference
Volunteers Donors
42
43
A Revolutionary Idea
We’d rather
have
FRIENDS
than
donors!
44
What Will
Friends Do
For You?
45
When the
Going Gets
Tough, Where
Will Your
Friends Be?
46
#3 Fundraising is NOT
Asking for Money
It’s Making and Keeping
Friends
47
What would your fundraising
program look like if you made it a
Friendraising Program?
48
49
Fundraising’s
Dirty Little Secret:
Waaaay Too Much
Donor
ATTRITION
50
After their gift,
do your donors fall into
the “Donor Abyss?”
51
Make friends out of your
donors
And encourage them to stick
around
Plenty of No Ask Activities for Board
Members in the Fundraising Cycle
THANK THANK
THANK AGAIN
CULTIVATE AND
INVOLVE
ASK FOR
SUPPORT
IDENTIFY
PROSPECTS
52
Time and Energy Spent in
Each Part of the Fundraising Cycle
53
Time and Energy Spent in
Each Part of the Fundraising Cycle
54
identify
involve
warm up
ask
followup
thank
#5 The Power of A Volunteer:
If our true believers won’t help us, who will?
Albert Camus
Perception of Volunteers:
• Well meaning
• On the high moral ground
• Acting only out of the goodness of their
heart.
#6 Optimism and Abundance
1. Deal with their fear
2. Donor joy
3. Make friends first
4. They don’t have to ask
5. The power of a volunteer
6. Optimism and abundance
Redefine Fundraising
STEP 3: Specific NO ASK Fundraising
Jobs
• Narrow focus
• Simple
• They get to choose
59
Easy Fundraising Jobs
VIP Prospect List
Who are the 10 most
important people
who could catapult
your organization?
Ask for Advice
• If you want money,
ask for advice.
• If you want advice,
ask for money.
Advice Visits
“I've been having a great time contacting various business leaders
asking for their coaching/opinion on making the Grand Canyon
Chapter of the Red Cross a success.
I briefly outline the reasons I serve on the board, what the Red
Cross does in our community, and ask what successful practices
they have seen on other charitable boards.
The response is great. They are interested in the Red Cross and
want to have on-going dialogue! It's about relationships......
Thanks again, Gail
Karen Mildenhall, Chair-Elect Phoenix Red Cross
Easy Fundraising Jobs For Board Members
Host A Behind the Scenes Tour
• Board members invite their
FRIENDS
• Board member welcomes
• Call the next day:
– “What were your
impressions?”
63
Small Socials and Gatherings
•No solicitations!
•Plan your followup
–or don’t do it!
Thank You Calls to Donors
• The next solicitation, those called
gave 39% more.
• After 14 months, those called were
giving 42% more.
Donor Centered Fundraising,
Penelope Burk
• One out of 10 gifts, board members made thank you
calls 24 hours after receiving the gift.
The LAST WORD
Successful Fundraising in a Tough Economy
“Persistence is key
especially when budgets are tight”
-NC Congressman Bob Etheridge
upon giving one of my clients a check for $1 million
66
Next Webinar:
October 26: Secrets to “Managing Up” – How to Gently Inspire,
Lead and Train your Board
to Do What You Need Them To Do
Sign Up for Gail’s NEWSLETTER
www.gailperry.com
LinkedIn, Facebook and Twitter
67

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