Blue strike webinar introduce your board to fundraising - mar. 25, 2014

Blue Strike Webinar: Introduce Your Board to
Fundraising March 25, 2014 bluestrike.org
BLUE STRIKE WEBINAR: INTRODUCE
YOUR BOARD TO FUNDRAISING
Join the webinar online. Go to: http://fuze.me/23437559
Enter the meeting number 23437559
To join from a phone: Toll: +1-201-479-4595
Participants will be muted during the presentation to
maintain good sound quality. If you have a comment or
question raise your flag and you will be unmuted.
Thanks and welcome to the webinar!

ALL
TOGETHER
NOW:
WORKING
WITH BOARD
MEMBERS
TO RAISE
FUNDS
BLUE STRIKE

WELCOME
At Blue Strike, we use the fundraising
lens of advocacy organizations and
groups engaged in civic action, public
interest law, policy-oriented work and
similar activities

INSPIRING
SUPPORT FOR
CIVIC
ENGAGEMENT
BLUE
STRIKE

In this 45-minute session, we set the
stage for a two-step process that will tee
up your board for regular outreach and
solicitation. With spring campaigns right
around the corner, this is just the session
you need to help mobilize these essential
stakeholders.
AGENDA

AGENDA
At the end of 45 minutes, you will have slides,
scripts, and sample emails to get your program
off the ground.
We will wrap up by 2:00 pm

You just
need a
handful.
RECRUITING
CHAMPIONS

Understands the importance of
fundraising to the organization
Willing to help and wants to be
supportive of fundraising initiatives, and
Will remind their fellow board members
of the need for outreach.
WHO CAN BE A CHAMPION?

Start by asking them to do something
small.
Lay out a task with specific time-
constrained tasks.
Spell out what you want to do and what
you want to achieve.
HAVING A HARD TIME
FINDING SOMEONE?

BOARD MEMBERS
Your board members are your best
promoters. Give them what they need.
Encourage them and meet them where
they’re at.

It’s just a
briefing!
Promise.
STEP 1:
BOARD WEBINAR

ORIENTATION
Hold a fundraising webinar for board
members. In it you can outline your
fundraising goals and you may also want
to provide background about where the
organization’s revenue comes from.

Schedule your
briefings so
board members
have at least
two dates to
choose from. A
Thursday
evening and a
Saturday
afternoon are
good options.
WELCOME

Keep the
agenda simple
and straight
forward. No
more than one
hour.
AGENDA

Ask them to
help reach out
to current
donors. We
will talk more
about this
later on.
STRATEGY
NO. 1

Ask for their
help in
appealing to
lost donors.
STRATEGY
NO. 2

Give them
suggestions of
groups and
contacts they
could consider
reaching out to
for new
members.
STRATEGY
NO. 3

Provide
resources so
your board
members have
some content
and facts about
your
organization.
TO SHARE
WITH
DONORS

Give your
board members
some good tips
to help them
frame the
asking process.
WHEN
ASKING

A BIT OF REFLECTION
For interactive opportunity, ask:
Why this organization?
Encourage them to think of why they
give and volunteer for your organization.
List seven top reasons.

This is the best
part of the
webinar. You
might even
want to move
it to the
beginning.
7
REASONS
TO GIVE

Be open to making
personal visits
with board
members, if the
opportunity arises.
MAKE IT EASY

Provide sample
emails with links.
Offer to do letters
for them.
MAKE IT EASY

F O R U P G R A D I N G C U R R E N T D O N O R S
D e a r A n n :
I k n o w y o u a r e a l o y a l s u p p o r t e r o f A d v o c a c y i n
A c t i o n , a n d I a m w r i t i n g t o i n v i t e y o u t o j o i n o u r
L e a d e r s h i p C i r c l e , a g r o u p o f i n d i v i d u a l d o n o r s w h o
g i v e $ 1 , 0 0 0 o r m o r e a n n u a l l y t o P S R . A s y o u k n o w ,
P S R r a l l i e s i t s s u p p o r t e r s t o f a i r a n d j u s t r a i s e o u r
v o i c e s w h e n l e g i s l a t i o n a n d p o l i c i e s t h r e a t e n o u r
h e a l t h a n d s a f e t y . T h e i s s u e s w e t a c k l e a r e t h e
t o u g h e s t o f o u r t i m e – i n j u s t i c e , u n l a w f u l p r a c t i c e s ,
d i s c r i m i n a t i o n — a n d r e q u i r e s t e a d f a s t c o m m i t m e n t t o
a c h i e v e r e s u l t s . M e m b e r s o f A d v o c a c y i n A c t i o n ’ s
L e a d e r s h i p C i r c l e h e l p e n s u r e w e h a v e t h e r e s o u r c e s
t o b u i l d t h e w o r l d w e w a n t t o l i v e i n a n d t h a t w e w a n t
f o r f u t u r e g e n e r a t i o n s . P l e a s e g i v e i t s o m e
c o n s i d e r a t i o n . I f y o u ’ r e r e a d y t o a c c e p t , y o u m a y
m a k e a s e c u r e o n l i n e d o n a t i o n b y g o i n g t o
w w w . a d v o c a c y i n a c t i o n . o r g I t w i l l t a k e y o u t o o u r
w e b s i t e w h i c h h a s a f u l l d e s c r i p t i o n o f t h e p r o g r a m s
a n d c a m p a i g n s g o i n g o n r i g h t n o w .
B e t t y
P . S . Y o u m i g h t b e i n t e r e s t e d i n s e e i n g w h o t h e
c u r r e n t L e a d e r s h i p C i r c l e m e m b e r s a r e . I ’ v e a t t a c h e d
t h e 2 0 1 3 l i s t .
F O R N E W P R O S P E C T S
D e a r J i m :
I m a y h a v e m e n t i o n e d t h a t I s e r v e o n t h e n a t i o n a l
b o a r d o f A d v o c a c y i n A c t i o n , a n o r g a n i z a t i o n t h a t
w o r k s t o p r o m o t e a f a i r a n d j u s t s o c i e t y , r e d u c e
i n j u s t i c e a n d p r o m o t e p o l i c i e s t h a t p r e s e r v e o u r
e n v i r o n m e n t . W e a l s o s p e n d a l o t o f t i m e p r e v e n t i n g
e f f o r t s i n t e n d e d t o r o l l b a c k p r o g r e s s o n t h e s e i s s u e s .
I a m w r i t i n g t o a s k y o u t o c o n s i d e r j o i n i n g o u r
L e a d e r s h i p C i r c l e , a g r o u p o f i n d i v i d u a l d o n o r s w h o
g i v e $ 1 , 0 0 0 o r m o r e a n n u a l l y t o s u p p o r t A i n A . A i n A
h a s a s t r o n g r e p u t a t i o n t h a t p r o v i d e s a n e f f e c t i v e
f r a m e w o r k f o r c o n f r o n t i n g t h e s e
i s s u e s . C o n t r i b u t i o n s a r e w e l l s p e n t w i t h m o r e t h a n
8 0 c e n t s o f e v e r y d o l l a r g o i n g t o s u p p o r t o u r c o r e
p r o g r a m s . T h e p u s h t o e m b r a c e s a f e r , h e a l t h i e r
p o l i c i e s o n t h e s e i s s u e s h a s n e v e r b e e n s t r o n g e r , b u t
w e n e e d t o h a v e t h e r e s o u r c e s i n p l a c e t o p u t f o r w a r d
t h e m e d i c a l p e r s p e c t i v e t h a t i s c r u c i a l i n t h e s e
d e b a t e s . Y o u r c o n t r i b u t i o n w o u l d h e l p t r e m e n d o u s l y .
I h o p e y o u w i l l a c c e p t m y i n v i t a t i o n . P l e a s e s e n d m e
a n e m a i l i f y o u h a v e a n y q u e s t i o n s . O r i f y o u a r e
r e a d y t o j o i n , y o u m a y g i v e o n l i n e b y g o i n g t o
a d v o c a c y i n a c t i o n . o r g . T h a n k s v e r y m u c h f o r
c o n s i d e r i n g m y r e q u e s t .
A l l t h e b e s t ,
A l
P . S . Y o u m i g h t b e i n t e r e s t e d i n s e e i n g t h e l i s t o f
c u r r e n t L e a d e r s h i p C i r c l e m e m b e r s . I ’ v e a t t a c h e d t h e
2 0 1 3 l i s t .
SAMPL EMAILS

Establish goals that
are realistic, so
people don’t get
discouraged.
Above all, be
positive and
grateful for any
assistance they
provide.
AS YOU WRAP UP YOUR SESSION

Make it
run.
Establish
regular
contact.
STEP 2:
REGULAR
OUTREACH

Personal thank you calls -- can help
build meaningful relationships with
donors and also engage your board in
outreach on behalf of your organization.
THANK YOU AND OUTREACH

ID: 1002003
Kelly Miller
Chicago; member since 2009
Most recent: $250 Mar. 7, 2014
Cumulative: $825
(312) 555-1212
SAMPLE CONTACT ITEM

133569
Elmer Herschel
Almond, WI; new member
Most recent: $500 on Dec. 22, 2013
eh13@xxx.com
(607) 555-1212
1446855
Jane Pearson
Santa Barbara, CA; member since 1983
Most recent: $1,000 Dec. 2013
Cumulative: $13,850
jpearson@xxx.net
(415) 555-1212
11114031
Robert Cain
Atlanta, GA; member since 2007
Most recent: $1,000 Dec. 2013
rcain@xxx.com
(421) 555-1212
11813201
Anisha Gupta
Cheverly, MD; member since 1988
Most recent: $325 on 12/28/2013
Cumulative: $1,125
agxx@xxx.com
(410) 555-1212
1077784
Kathy Talent, MD
TAKOMA PARK, MD; member since 1998
Most recent: $250 on 12/4/2013
Cumulative: $1,775
kxxxxxxx@xxx.edu
(301) 555-1212
1177700
Edward Islee
Fairfax, VA; member since 2011
Most recent: $200 on 12/5/2013 7:56:11 AM
Cumulative: $1,000
exxxx@xxx.com
(703) 555-1212
SAMPLE CALL LIST

Rather than simply
handing off the list
and asking your
board member to
make the calls, you
are going to assist
in placing those
calls.
CONFERENCE CALL

Using a three-way
conference
call, you and your
board member will
contact the donor
together.
CONFERENCE CALL

“We are going to call Kelly Miller
first. She gave $250 on March 7 of this
year. She lives in Chicago and has been
a donor for five years.”
CHECK IN BEFORE PLACING CALL

“Ms. Miller, this is Mary Dillon Kerwin
from Advocacy in Action, I have on the
line with me our board chair who is
making calls today to thank our
supporters. If you have just a minute,
may I conference her in?”
PLACE THE CALL

GETTING SIGN UPS
The most effective time to enlist more
volunteers is during a board meeting.
Mark your day-timer with blocks of
available time and send it around the
room during the meeting to have them
pencil in a time they are available.

Maybe I should write notes to the people
we didn’t reach. Can you send me their
addresses?
Maybe I should send emails to the people
who don’t have phone numbers. Do I
have the correct emails?
THIS IS WHAT STARTS TO HAPPEN

My brother might be interested in giving.
When are we going back to major donor?
I had a good conversation with her last
time.
Did so-and-so give yet this year? Because
I could call him if he hasn’t.
AND THIS . . .

I’m going to be in Atlanta next month.
Are there people I can meet with while
I’m there?
There’s a college roommate of mine who
just sold her company. How should we
connect with her?
AND THIS . . .

Step 1: the board orientation webinar
and Step 2: outreach calls:
Low cost
Every can participate
Easy to get up and running
Action-oriented
TWO-STEP PROCESS

Great
free and
low-cost
material.
ADDITIONAL
RESOURCES

Three Fundraising Habits of Supremely Successful
Boards, Jerold Panas, March 2012 Guidestar Exchange
http://www.guidestar.org/rxa/news/articles/2012/three-
fundraising-habits-of-supremely-successful-boards.aspx
GrantSpace Foundation Center Boards and
Fundraising, webinar and in-person
http://www.grantspace.org/Tools/Knowledge-Base/Funding-
Research/Fundraising-Planning/boards-and-fundraising
The Fired Up Board
http://www.gailperry.com/insiders-webinar-schedule/
RESOURCES

Engaging Your Board in Fundraising, A Staff’s Guide by Kathy
Hedge https://www.boardsource.org/eweb/blf-
2013/sessions.htm#FUNDRAISING (Boardsource $24.00)
Urban Institute Special Report Engaging Board Members in
Fundraising, Sept. 2012
http://www.urban.org/UploadedPDF/412673-The-Nonprofit-
Research-Collaborative-Special-Report.pdf
15 Ways to Transform Your Board of Directors into
Fundraising Champions, Marc Koenig
http://www.nonprofithub.org/featured/transform-your-
board-of-directors-into-fundraising-champions/
RESOURCES

INSPIRING
SUPPORT FOR
CIVIC
ENGAGEMENT
BLUE
STRIKE

Five Easy Ways to Upgrade Your Donors
Thursday, April 10, 2014 at 08:30 AM
Sponsored by Association of Fundraising Professionals-DC Chapter
Sending Your Executive Director on Tour
Tuesday, April 29, 2014 at 01:15 PM
Recapturing Lost Donors
Tuesday, May 13, 2014 at 01:15 PM
The Magic of Thank You Calls
Tuesday, May 27, 2014 at 01:15 PM
Charity Watchdogs: Managing Your Profile and Ranking
Tuesday, June 24, 2014 at 01:15 PM
MORE BLUE STRIKE
TRAININGS & WEBINARS

From Mary Dillon Kerwin,
President of Blue Strike
Thank you for
participating today!
Check out our new Facebook page
https://www.facebook.com/bluestrike.org
BLUESTRIKE.ORG

Blue strike webinar introduce your board to fundraising - mar. 25, 2014

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