This document outlines key points from a webinar on ensuring necessary resources as a board member. It discusses the board's role in fundraising, including cultivating donors, making asks, and stewardship. Effective fundraising involves diversity, understanding donor motivations, and shared leadership between the board and staff. The webinar emphasizes that fundraising is about building relationships, not just asking for money, and outlines best practices like having 100% board giving and establishing fundraising policies.

1. HABITAT FOR HUMANITY COLORADO
INVESTING IN LEADERSHIP
BOARD OF DIRECTORS LUNCH & LEARN WEBINAR SERIES
BOARD AMBASSADORS: ENSURING NECESSARY
RESOURCES
Emily Davis, MNM
President, Emily Davis Consulting
Senior Governance Consultant, BoardSource
October 4, 2016

2. WEBINAR LOGISTICS
• Everyone is muted to cut down on
background noise
• Enter questions and comments in the
chat box
• Pause for questions
• Recording available following webinar

3. A LITTLE ABOUT YOU
Question/concern
about board
fundraising?
Why did you join
the board?
HI!

5. ROLES & RESPONSIBILITIES
Set Organizational
Direction
Provide Oversight
Ensure Necessary
Resources
*BoardSource

6. HATS WE WEAR
Legal AmbassadorVolunteer
Connections
Resources
Communications
Duty of Care
Duty of Loyalty
Duty of Obedience
Board works for staff
Avoid micromanagement
*BoardSource

7. ENSURE NECESSARY RESOURCES
CEO
Board Members
Supporters
Policies
Planning
Board Giving
Prospecting
Cultivation
Stewardship
*BoardSource

8. THE “F” WORD

9. WHAT IS FUNDRAISING?
• Investment in a mission
• Improves capacity for impact and
change
• Build relationships – “Friend”raising
• Not begging for money
• People are not ATMs

10. FUND DEVELOPMENT
Diversity
is key
Individuals
Membership
Special
events
Foundation
grants
Government
grants
Corporate
sponsorship
Earned
income
Service
clubs

11. FUNDRAISING BY THE NUMBERS*
*Giving USA 2014

12. DONORS & GIVING
BEQUESTS/
PLANNED GIFTS
MAJOR GIFTS
Capital campaigns
Endowment campaigns
Special events
ANNUAL GIVING
Annual campaigns
Special events
Direct mail
Online giving
Membership programs
ONSITE/FIRST TIME GIFTS
Newsletters
Volunteerism
Social media
Peer-to-peer giving
New gifts
Annual donors
Midsize donors
Major donors
Planned
giving

13. NEXT GEN PHILANTHROPY
Value
Impact
Volunteerism
“Give us a clear call to
action. Let’s problem-solve
together. Tell us what you
are working on and let’s
work on this together.”

14. FUNDRAISING PROCESS
PROSPECTING Identification Preparation
CULTIVATION
Build the
Relationship
Engage the
Donor
Ask for the Gift
STEWARDSHIP Recognition Reporting Communicating Engagement

15. Yes, but not
that much
No
3 POSSIBLE OUTCOMES
YES!!

17. FUNDRAISING BY TIME
Involve &
Engage
Donors
25%
Identification
of Prospects
20%Educate &
Cultivate
25%
Ask for Gifts
5%
Thanks &
Recognize
25%

18. QUESTIONS?

19. GIVING MOTIVATIONS
* Kay Sprinkel Grace
Philanthropy
Connection
Concern
Capacity

20. SHARED LEADERSHIP
BOARD LEADS
SHARED
LEADERSHIP
ED LEADS
Strategic
Plan
Funding
Strategies
Evaluation
Board
Meeting
Prep
Policy
Questions
Staff
Hiring &
Oversight
Develops,
Implements, &
Oversees
Programs
Chief
Fundraiser
Operations
Reporting
Create &
Review
Policy
ED Hiring &
Oversight
Connections
to Funding
Financial
Due
Diligence
Board
Recruitment
& Retention
*BoardSource

21. FUNDRAISING ROLES
EXECUTIVE
DIRECTOR
Chief
Fundraiser
Media
Spokesperson
Fundraising
Planning
Board & Staff
Liaison
DEVELOPMENT
STAFF
Fundraising
Strategy
Moves
Management
Identify/
Communicate
Needs
BOARD OF
DIRECTORS
Connect to
Funding
Make Gifts
Policies
FUNDRAISING
COMMITTEE
Board & Staff
Liaison
Staff support on
specific
efforts/campaigns
*BoardSource

22. ASK THE RIGHT QUESTIONS
What is our capacity?
What does success look like?
What matters the most to us?
How does this serve our mission?
How does it fit our strategic goals?
How might this be a challenge for us?
Why is this important right now?
Why should we consider other options?
Why is this relevant to our stakeholders?
*BoardSource

23. 100% BOARD GIVING
Board Giving
Commitment
Open
Ended
Flexible
Specific 0%
10%
20%
30%
40%
50%
60%
70%
80%
68%
74%
46%
Board Participation in Giving
*BoardSource

24. BOARD ROLES*
Connector
• Meeting & engaging with people
Storyteller
• Illustrating the work in a compelling way
Visionary
• Making the case for the future
Closer
• Asking for specific support or involvement
*Creation in Common

25. FUNDRAISING POLICIES
• Gift acceptance policy
• Personal giving policy
• Ethics statement
• Letter of commitment

27. UPCOMING WEBINARS
Shared Leadership Between Board & Staff
November 15, 2016
12:00 – 1:00 p.m. Mountain
FINAL WEBINAR!

28. RESOURCES
• Association of Fundraising Professionals
• Council of Nonprofits
• A Fundraising Guide for Nonprofit Board
Members
• Nonprofit Board Answer Book
• Creating Caring and Capable Boards
• 10 Basic Responsibilities of Nonprofit Boards
• The Nonprofit Policy Sampler

29. Emily Davis, MNM
President, Emily Davis Consulting
Senior Governance Consultant, BoardSource
(720) 515-0581
emily@emilydavisconsulting.com
emilydavisconsulting.com