Rotarians are leaders. Yes.
However what are the specific roles of leaders of Rotary Clubs?
This is a presentation I gave to my club, Sunyani-Central on the subject.
The 2019 Council on Legislation is almost here. Join this session to discuss legislation that will be considered at the Council, plus get an update on the annual Council on Resolutions. This is a great time to hear opinions from outside your region and increase your understanding of the global perspective on legislation.
Rotarians are leaders. Yes.
However what are the specific roles of leaders of Rotary Clubs?
This is a presentation I gave to my club, Sunyani-Central on the subject.
The 2019 Council on Legislation is almost here. Join this session to discuss legislation that will be considered at the Council, plus get an update on the annual Council on Resolutions. This is a great time to hear opinions from outside your region and increase your understanding of the global perspective on legislation.
How can district leaders, many of whom serve in their roles for only one year, create and implement a plan for the future that benefits clubs over multiple yeas? This session will present best practices in multiyear planning, based on the experiences of district leaders in Zones 30 and 31, which cover parts of the U.S. South and Midwest.
A Rotary Community Corps (RCC) is a group of people who share our commitment to changing the world through service projects. More than 8,500 corps are working in over 90 countries, in urban and rural areas, and in both developed and developing regions. Discover how you can organize an RCC and make an extraordinary impact in your community.
David Livingston Styers, Director, Consulting Services & Senior Board Governance Consultant.The Center for Volunteer and Nonprofit Leadership
Do you need new board members or more diverse board members? This lively, interactive workshop will cover the basics of effective board recruitment, and is designed for board members and ED's. David's session will cover practical tips for needs assessment, candidate profile development, interviewing, and recruiting.
New members are the lifeblood of Rotary’s future, but how do clubs find, retain, and build the next generation of members? Learn best practices for starting and strengthening a Rotaract club that produces future Rotarians. This session will be led by members of a successful Rotary and Rotaract club partnership in Birmingham, Alabama, USA.
Nonprofit Governance Practices and Structures that Work: Shared Leadership, O...Emily Davis Consulting
Presented for Nonprofit Day Conference 2019 (Colorado Springs)
During this session, dive deeper into the practices of high performing boards such as constructive partnership, effective committee and organizational structure, and tips for meeting facilitation. Identify specific ways to sharpen the governance tools in your toolbox to make board work more intentional and rewarding.
Wherever your interests lie, chances are, you can find other Rotarians who share them. Rotary Fellowships are independent social groups in which members share a common passion. From cyclists to photographers, magicians to lawyers, these groups are a fun way to make friends, participate in projects, and share your enthusiasm for what you love. Enhance your Rotary experience by joining a fellowship!
The array of foundations can be distilled into two categories – operational and grantmaking foundations. Grantmaking foundations, whether private or community, have unique demands on their missions and their boards. Healthy and intentional governance leadership at foundations, like any nonprofit organization, is essential for successful service to the mission.
Whether you are part of a family foundation, a corporate foundation, or your local community foundation, join this webinar to take a closer look at governance essentials for grantmaking foundation boards and learn how to set the board up for success. We will explore key findings from Leading With Intent, BoardSource’s governance index, to identify trends in foundations’ board performance and impact. Combining current trends with established best practices in governance, learn what is needed for your board to thrive.
What's your path to success? Network with fellow presidents-elect and Rotary leaders as we exchange experiences to help accelerate your club through a successful year. Scale up to greatness as we share a common vision and strategies for innovation during your year and beyond.
District Rotaract Representative Training_Rotaract Preconvention 2014Rotary International
Presentation given by Brett Sahm (Rotaractor, Australia) and Florian Wackermann (Rotaractor, Germany) at the 2014 Rotaract Preconvention in Sydney, Australia.
How to Host a Million Dollar Dinner for the Rotary FoundationRotary International
The concept of a million-dollar dinner started in District
5110 (Oregon, USA) in 2004 and is spreading around the
world, bringing together people who commit to new gifts
of $10,000 or more. Are you ready to inspire your district
to take its Foundation fundraising to the next level? From
forming a committee and identifying prospective supporters
to event planning and promotion, you’ll learn how to produce
an unprecedented major gift campaign in your community.
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.
How can district leaders, many of whom serve in their roles for only one year, create and implement a plan for the future that benefits clubs over multiple yeas? This session will present best practices in multiyear planning, based on the experiences of district leaders in Zones 30 and 31, which cover parts of the U.S. South and Midwest.
A Rotary Community Corps (RCC) is a group of people who share our commitment to changing the world through service projects. More than 8,500 corps are working in over 90 countries, in urban and rural areas, and in both developed and developing regions. Discover how you can organize an RCC and make an extraordinary impact in your community.
David Livingston Styers, Director, Consulting Services & Senior Board Governance Consultant.The Center for Volunteer and Nonprofit Leadership
Do you need new board members or more diverse board members? This lively, interactive workshop will cover the basics of effective board recruitment, and is designed for board members and ED's. David's session will cover practical tips for needs assessment, candidate profile development, interviewing, and recruiting.
New members are the lifeblood of Rotary’s future, but how do clubs find, retain, and build the next generation of members? Learn best practices for starting and strengthening a Rotaract club that produces future Rotarians. This session will be led by members of a successful Rotary and Rotaract club partnership in Birmingham, Alabama, USA.
Nonprofit Governance Practices and Structures that Work: Shared Leadership, O...Emily Davis Consulting
Presented for Nonprofit Day Conference 2019 (Colorado Springs)
During this session, dive deeper into the practices of high performing boards such as constructive partnership, effective committee and organizational structure, and tips for meeting facilitation. Identify specific ways to sharpen the governance tools in your toolbox to make board work more intentional and rewarding.
Wherever your interests lie, chances are, you can find other Rotarians who share them. Rotary Fellowships are independent social groups in which members share a common passion. From cyclists to photographers, magicians to lawyers, these groups are a fun way to make friends, participate in projects, and share your enthusiasm for what you love. Enhance your Rotary experience by joining a fellowship!
The array of foundations can be distilled into two categories – operational and grantmaking foundations. Grantmaking foundations, whether private or community, have unique demands on their missions and their boards. Healthy and intentional governance leadership at foundations, like any nonprofit organization, is essential for successful service to the mission.
Whether you are part of a family foundation, a corporate foundation, or your local community foundation, join this webinar to take a closer look at governance essentials for grantmaking foundation boards and learn how to set the board up for success. We will explore key findings from Leading With Intent, BoardSource’s governance index, to identify trends in foundations’ board performance and impact. Combining current trends with established best practices in governance, learn what is needed for your board to thrive.
What's your path to success? Network with fellow presidents-elect and Rotary leaders as we exchange experiences to help accelerate your club through a successful year. Scale up to greatness as we share a common vision and strategies for innovation during your year and beyond.
District Rotaract Representative Training_Rotaract Preconvention 2014Rotary International
Presentation given by Brett Sahm (Rotaractor, Australia) and Florian Wackermann (Rotaractor, Germany) at the 2014 Rotaract Preconvention in Sydney, Australia.
How to Host a Million Dollar Dinner for the Rotary FoundationRotary International
The concept of a million-dollar dinner started in District
5110 (Oregon, USA) in 2004 and is spreading around the
world, bringing together people who commit to new gifts
of $10,000 or more. Are you ready to inspire your district
to take its Foundation fundraising to the next level? From
forming a committee and identifying prospective supporters
to event planning and promotion, you’ll learn how to produce
an unprecedented major gift campaign in your community.
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.
This presentation was prepared to support the induction process of new Board members of a Board I chaired for several years. It presents basic and introductory information sourced from various experts. It was intended to help Board members understand the role of the Board, their role as Board members and the difference between Board/policy and Operational roles. Feel free to use and adapt this slide show. I know how hard it is to Chair a volunteer Board and how frustrating it can be having to reinvent the wheel for processes like Board member induction. Some pictures would probably help this. A manual was also produced for distribution to Board members and that has been uploaded to Scribd.
Non-profit Board of Directors Basic Responsilities TrainingLorraine Arams
Non-profit boards of directors need training, training on the three most important basic responsibilities they hold as a member of the board in order to successfully contribute to the health of a non-profit.
People with limited literacy, diverse backgrounds and intellectual disabilities have been excluded from participating in public policy influence or governmental activities that impacted their lives. Because information is central to decision making and successful community participation, clearly designed materials in “plain” language must be available to ensure all people have opportunities for involvement.
We believe expanding membership in civic associations and boards of directors of nonprofit organizations increases effective policy making and meets the needs of our diverse communities. We know people with varied backgrounds can play an active role in shaping with meaningful participation in advocacy and governance activities.
Boards for All is a web-based learning series designed for a wide range of people to understand the purpose of a nonprofit board of directors, and the responsibilities of its members. It provides a sequence of tools (videos, worksheets and resources) for users to learn about performing effectively on a board of directors, advisory committee or community council. As a plain language toolbox, Boards for All teaches basic boardsmanship that serves various organizations, from self-advocacy groups and advisory committees to large statewide agencies. The series aims to open doors for community members, who may have been excluded in the past, to seek membership, gain experience and contribute their talents.
http://brcenter.org/
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015
Emma Herbert, NCVO; Chinonso Denwigwe, BWB; and Ian Jospeph, Russam GMS & Trustees Unlimited
What every new trustee needs to know
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Nonprofit Board of Directors Best Practices Grace Dunlap
In this 1-hour webinar hosted by CharityNet USA, we review the 20 best practices for nonprofit board of directors. For more information on nonprofit startup, visit: charitynetusa.com/nonprofit_startup.php
The Essentials of Board Governance
Presented by Fran Whittenburg Alvis, Homeless & Housing Coalition of Kentucky
The Board of Directors sets the tone and direction of the organization. Creating an effective Board is a continual
process that includes recruitment, engagement, and development. Effective Board leadership and governance helps ensure that an organization can operate at its fullest capacity. Whether you are the CEO of the agency or serve on the Board of the agency, this session will give you the tools to use to improve the effectiveness of your Board.
AM2 presentation at the NCVO / BWB Trustee Conference 2013 by Myles Kunzli, Consultant, NCVO Ian Joseph, Trustees Unlimited.
http://www.ncvo.org.uk/training-and-events/trustee-conference
2014 NPD Develop and Maintain an Engaged Nonprofit Board of DirectorsJoseph Ferraro, CFRE
Develop and Maintain an Engaged Nonprofit Board of Directors
Jennifer Flowers - Accredidation Guru, Inc.
Do you want a board that is more engaged and active? Having a well-functioning, cohesive Board of Directors is crucial for supporting your organization's financial stability and the fulfillment of your mission. This course explores how to recruit, maintain and engage a governing body that promotes a solid, effective and successful nonprofit organization.
Learning Objectives/Takeaways:
• Gain a deeper understanding of Board management and leadership
• Learn about Board roles and responsibilities
• Be aware of how to recruit and engage an active and knowledgeable Board
• Discuss key motivation techniques related to fiscal responsibility and fundraising
We are excited to show you the Berkeley Board Fellows Kickoff Event slides. This is an opportunity for Board Fellows and Board Mentors to meet one another, hear from current and past program participants, learn best practices and ask questions.
Workshop given by Growth for Good at the Support Center/Partners in Philanthropy
in New York on January 9, 2013. Growth for Good provides strategic planning, fundraising, government relations, marketing and communications expertise so that organizations can focus on what they do best: good work. Our goal is to strengthen our clients’ abilities to effectively and efficiently serve their missions. We also provide customized workshops and trainings for our clients on a variety of topics related to capacity building, fundraising and marketing. We also partner with associations and other consultants to provide trainings that are open to nonprofit professionals and board members. www.growthforgood.com
fabcr_apresentação_Filmes de captação de recursos: entre a razão e a emoção.ABCR
Marcelo Douek e Cynthia Betti - Qual o limite da exposição dos beneficiários quando pensamos em filmes para captação de recursos? Até onde podemos carregar na dramaticidade? Além dos formatos mais consagrados, que outras linguagens podemos explorar para captar recursos? Essas são perguntas que sempre estão no radar de quem trabalha com comunicação de causas.
Juntamente com a Plan International, tivemos a oportunidade de produzir 2 filmes no estilo DRTV (com pontos de vistas, abordagens e níveis de drama diferentes) e nessa sessão, vamos dividir todos os nossos aprendizados qualitativos e quantitativos. O que funcionou melhor? Qual teve mais retorno? Vamos contar tudo!
fabcr22_apresentação_Clube de Benefícios: inovando na captação de recursosABCR
Ulla Ribeiro Araújo e Sineide Gomes Florencio - Inovar na captação de recursos foi o que o GACC SERGIPE buscou quando implantou em 2017 o primeiro cartão de beneficios para doadores em SERGIPE, CARTÃO FIDELIGACC. Com mais de 40 empresas associadas e mais de 2 mil doadores fidelizados, o PROJETO sentiu as consequências da pandemia da COVID-19 com a baixa nas adesões e empresas fechando as portas. Em 2021 tivemos a idéia de inovar o conceito do cartão com o desejo da populaçao que foi a priorização da saude, surgindo o CLUBE DE BENEFICIOS EM SAUDE FIDELIGAMED, contando com uma rede de mais de 30 parceiros locais na area da saude e mais de 200 em diversos segmentos a nivel nacional. Com planejamento, experiência, rede de parcerias e o uso de tecnologias estamos aumentando a captação de recursos e fidelizando a rede de parceiros e doadores.
fabcr22_apresentação_Conhecendo o seu doador: uso de dados e nudges ABCR
Marcos Paulo Lucca Silveira e Flávio Pinheiro - O uso de estratégias de ‘nudge’ para guiar campanhas de captação não é algo novo. No entanto, na prática, pouco se discute os seus efeitos e as formas de avaliá-lo. Nessa apresentação, abordaremos pontos fundamentais para aqueles que pretendem recorrer a essa estratégia em campanhas de captação de recursos. O mais relevante: o uso de ‘nudges’ dá resultado? Essa pergunta será respondida com base nos estudos científicos internacionais recentes sobre o assunto. Em nossa palestra, destacaremos três pontos: 1) a importância de testar de forma rigorosa as aplicação de ‘nudges’ antes da sua adoção; 2) a necessidade de uma estrutura mínima de monitoramento das doações dentro da organização; 3) os dilemas éticos que surgem a partir de intervenções (‘nudges’) que buscam moldar o comportamento dos doadores.
fabcr22_apresentação_A Captação Institucional no Divã ABCR
Rachel Carneiro e Thaís Bernadini - O que é a captação institucional e como ela deve acontecer dentro das instituições? Essa é uma pergunta que parece simples, mas que costuma ser respondida dentro de visões muito distintas sobre essa atividade. Nessa palestra colocaremos a captação institucional no Divã e compartilharemos alguns pontos da análise coletiva que vem sendo realizada ao longo das reuniões do GT de Captação Institucional da ABCR, a partir do compartilhamento dos sucessos e desafios enfrentados no dia a dia pelos membros do grupo em suas organizações.
fabcr22_apresentação_Conhecendo o Observatório do Terceiro Setor e Prêmio Mel...ABCR
Fernando Nogueira e Diego Garcia Scala - Nessa sessão vamos conhecer duas iniciativas importantes que fortalecem a sociedade civil brasileira, o Observatório do Terceiro Setor e o Prêmio Melhores ONGs. Converse com seus líderes e conheça o que as duas ações têm feito por um país melhor.
fabcr22_apresentação_Plano de Ação de Sucesso para Captação com Leis de Incen...ABCR
Suellen Moreira - Um plano de ação efetivo para captar recursos incentivados com empresas! Nessa palestra vamos entender a importância de um plano de ação, quais as ferramentas disponíveis para identificar os potenciais investidores para nossos projetos, como os encontrar, e como os abordar. Enfim, vamos mostrar como potencializar a sua captação de recursos por meio das leis de incentivo, sejam os Fundos de Direitos, Lei Rouanet, Lei do Esporte ou as Leis da Saúde. Com muita ou pouca experiência na área, você terá acesso a dicas preciosas!
fabcr22_apesentação_Design e Execução de Campanhas de Marketing: uma campanha...ABCR
Amarildo Clemente e Thiago Leon Marti - Traçando uma rota que inclui os 5 principais pilares do marketing digital ( posicionamento, conteúdo, trafego, relacionamento e monitoramento) e as principais ferramentas (Instagram, Google Grants, Inbound e SEO) mostraremos um guia do que sua organização precisa para impulsionar a captação digital.
fabcr22_apresentação_Estratégias de investimento em Impacto Social da AmbevABCR
Carlos Pignatari - As estratégias de impacto positivo da Ambev e, como, através do nosso programa de transformação social, o VOA, acreditamos em um caminho de compartilhamento de conhecimento para o fortalecimento da captação de recurso que perpassa necessariamente pelo foco e excelência em gestão.
fabcr22_apresentação_Desafios da Captação RegionalABCR
Beatriz Gurgel, Rafael Vargas, Ulla Ribeiro Araújo e Rachel Carneiro - Muito se fala sobre a captação de recursos, mas o cenário quase sempre é das capitais do eixo sul e sudeste. Quando descentralizamos geograficamente os movimentos de captação, eles quase sempre apresentam desafios diferenciados, influenciados pelos contextos de cada regionalidade. A mesa Desafios da Captação Regional trará para o centro das discussões a realidade regional de captadores que estão nas regiões Norte e Nordeste do Brasil.
fabcr22_apresentação_Talentos em Captação - Como está o mercado e a seleção d...ABCR
Rodrigo Alvarez - O mercado profissional de captação de recursos está aquecido. Cada vez mais, organizações sem fins lucrativos percebem a importância de estruturar uma equipe profissional. Quais são as tendências e movimentos deste mercado? O que as organizações esperam os profissionais contratados? O que aprendemos com as histórias de sucesso e de fracasso nas contratações? Estes e outros temas serão apresentados e debatidos nesta palestra com muitos exemplos dos processos que os dois palestrantes lideraram nos últimos anos.
What is the point of small housing associations.pptxPaul Smith
Given the small scale of housing associations and their relative high cost per home what is the point of them and how do we justify their continued existance
Canadian Immigration Tracker March 2024 - Key SlidesAndrew Griffith
Highlights
Permanent Residents decrease along with percentage of TR2PR decline to 52 percent of all Permanent Residents.
March asylum claim data not issued as of May 27 (unusually late). Irregular arrivals remain very small.
Study permit applications experiencing sharp decrease as a result of announced caps over 50 percent compared to February.
Citizenship numbers remain stable.
Slide 3 has the overall numbers and change.
Up the Ratios Bylaws - a Comprehensive Process of Our Organizationuptheratios
Up the Ratios is a non-profit organization dedicated to bridging the gap in STEM education for underprivileged students by providing free, high-quality learning opportunities in robotics and other STEM fields. Our mission is to empower the next generation of innovators, thinkers, and problem-solvers by offering a range of educational programs that foster curiosity, creativity, and critical thinking.
At Up the Ratios, we believe that every student, regardless of their socio-economic background, should have access to the tools and knowledge needed to succeed in today's technology-driven world. To achieve this, we host a variety of free classes, workshops, summer camps, and live lectures tailored to students from underserved communities. Our programs are designed to be engaging and hands-on, allowing students to explore the exciting world of robotics and STEM through practical, real-world applications.
Our free classes cover fundamental concepts in robotics, coding, and engineering, providing students with a strong foundation in these critical areas. Through our interactive workshops, students can dive deeper into specific topics, working on projects that challenge them to apply what they've learned and think creatively. Our summer camps offer an immersive experience where students can collaborate on larger projects, develop their teamwork skills, and gain confidence in their abilities.
In addition to our local programs, Up the Ratios is committed to making a global impact. We take donations of new and gently used robotics parts, which we then distribute to students and educational institutions in other countries. These donations help ensure that young learners worldwide have the resources they need to explore and excel in STEM fields. By supporting education in this way, we aim to nurture a global community of future leaders and innovators.
Our live lectures feature guest speakers from various STEM disciplines, including engineers, scientists, and industry professionals who share their knowledge and experiences with our students. These lectures provide valuable insights into potential career paths and inspire students to pursue their passions in STEM.
Up the Ratios relies on the generosity of donors and volunteers to continue our work. Contributions of time, expertise, and financial support are crucial to sustaining our programs and expanding our reach. Whether you're an individual passionate about education, a professional in the STEM field, or a company looking to give back to the community, there are many ways to get involved and make a difference.
We are proud of the positive impact we've had on the lives of countless students, many of whom have gone on to pursue higher education and careers in STEM. By providing these young minds with the tools and opportunities they need to succeed, we are not only changing their futures but also contributing to the advancement of technology and innovation on a broader scale.
This session provides a comprehensive overview of the latest updates to the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (commonly known as the Uniform Guidance) outlined in the 2 CFR 200.
With a focus on the 2024 revisions issued by the Office of Management and Budget (OMB), participants will gain insight into the key changes affecting federal grant recipients. The session will delve into critical regulatory updates, providing attendees with the knowledge and tools necessary to navigate and comply with the evolving landscape of federal grant management.
Learning Objectives:
- Understand the rationale behind the 2024 updates to the Uniform Guidance outlined in 2 CFR 200, and their implications for federal grant recipients.
- Identify the key changes and revisions introduced by the Office of Management and Budget (OMB) in the 2024 edition of 2 CFR 200.
- Gain proficiency in applying the updated regulations to ensure compliance with federal grant requirements and avoid potential audit findings.
- Develop strategies for effectively implementing the new guidelines within the grant management processes of their respective organizations, fostering efficiency and accountability in federal grant administration.
ZGB - The Role of Generative AI in Government transformation.pdfSaeed Al Dhaheri
This keynote was presented during the the 7th edition of the UAE Hackathon 2024. It highlights the role of AI and Generative AI in addressing government transformation to achieve zero government bureaucracy
Understanding the Challenges of Street ChildrenSERUDS INDIA
By raising awareness, providing support, advocating for change, and offering assistance to children in need, individuals can play a crucial role in improving the lives of street children and helping them realize their full potential
Donate Us
https://serudsindia.org/how-individuals-can-support-street-children-in-india/
#donatefororphan, #donateforhomelesschildren, #childeducation, #ngochildeducation, #donateforeducation, #donationforchildeducation, #sponsorforpoorchild, #sponsororphanage #sponsororphanchild, #donation, #education, #charity, #educationforchild, #seruds, #kurnool, #joyhome
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
PPT Item # 9 - 2024 Street Maintenance Program(SMP) Amendment
Festival 2015 - Desenvolvimento de Conselhos e Captação de Recursos
1. The Ideal Non-Profit Board: What it looks
like, and what it does (and does not do)
Deborah San Roman, CFRE
2. Introduction
• What are the rules?
• Who am I?
• Who are you?
• What do we want to accomplish
together today?
3. Objectives
• Review the importance of the by-laws for
Board effectiveness
• Understand the roles and responsibilities of a
non-profit Board.
• Imagine the composition of the “ideal” Board.
• Understand the principles of Volunteer
Management as they apply to the Board and
fundraising
4.
5. Consider the By-laws
The Board of Directors
• Number of Board members
• Committees
• Term limits
• Rotation
• Recruitment
• Leadership
6. Consider the purpose of a non-profit
Board.
The purpose of the Board is to
ensure the continuity and
permanence of the organization.
7. DSR99
Consider the responsibilities of
the Board as a governing body
Board Source has identified 10 basic
responsibilities of a non-profit Board.
8. Board Responsibilities
1. Determine the Mission and purpose of
the organization.
DSR99
*Ensure that the mission is
fulfilling an authentic, current
community need.
*Ensure that the Mission
Statement is clear, concise,
compelling and unique.
9. Board Responsibilities
2. Select the Executive Director
DSR99Colección CEMEFI-NCNB
*Both a manager and a leader.
*Represents the organization
in the community
*Is a strategic thinker
*Understands the value of
philanthropy
10. Board Responsibilities
3. Support and evaluate the performance
of the Executive Director
DSR99
*Allow the Director to
“manage” the organization
*Set clear objectives and
measures of performance
*Have a transparent review
process
11. Board Responsibilities
4. Guarantee an effective planning process
for the organization
DSR99
*Create a strategic vision
*Assess the organization and environment
*Determine goals & objectives
*Assist in implementation
*Monitor the plan
12. Board Responsibilities
5. Monitor and strengthen programs and
services
DSR99
*Ensure that services are
consistent with the mission
*Monitor their
effectiveness
13. Board Responsibilities
6. Ensure adecuate financial resources
DSR99
*Have a financial plan
*Diversify revenue streams
*Give and help get donations.
*Position a Culture of Philanthropy as an
important organizational value.
14. Board Responsibilities
7. Protect assets and provide proper
financial oversight
DSR99
*Develop a budget
*Ensure that proper financial
controls are in place
15. Board Responsibilities
8. Build a competent Board
DSR99
*Identify future leaders
*Articulate prerequisites for
candidates
*Provide orientation for new
members
*Periodically and comprehensively
evaluate their own performance
16. Board Responsibilities
9. Ensure legal and ethical integrity
DSR99
*Ultimate responsibility
*Compliance with all laws and
regulations
*Implementation of ethical
practices in all areas of the
organization
*Avoid conflicts of interest
17. Board Responsibilities
10. Enhance the organization´s public standing
DSR99
*Be able to clearly articulate the
organization’s mission, projects,
and needs
*Be a passionate advocate
*Garner philanthropic support
19. DSR99
Board member responsibilities
DSR99
•Understand and be able to
communicate the Mission
•Attend meetings and come prepared
•Contribute to meetings by
expressing points of view
•Participate on a committee
•Observe the environment
and report info to the CEO
20. DSR99
Board member responsibilities
DSR99
•Enthusiastically promote the
organization
•Represent the organization in
the community
•Make a meaningful
philanthropic contribution
•Attend organizational events
•Maintain the confidentiality of
Board proceedings
21. DSR99
What Board members DO NOT do:
DSR99
•Manage the organization
•Exercise authority over employees other than the CEO
•Speak or make commitments for the organization
without authorization
•Recruit new board members
•Solicit donations without following procedure
• Speak negatively of the organization, Board, or CEO
•Divulge content of Board meetings
27. Fundraising and the Board
• Give and get
• Approve the Development Plan
• Establish policies to guide the process
• Recruit a CEO who is willing to
fundraise
• Recruit Board members who are willing
to participate in the process.
• Attend events
• Evaluate implementation of the Development Plan
27
28. The Development Committee
28
• Give and get donations
• Participate in the planning
process
• Implement and evaluate activities
• Identify, qualify, cultivate, and
establish relationships with
prospects
• Solicit, thank, and steward donors
• Share information with the
Development Office.
30. Volunteer Management
• Define organizational needs
• Determine the role of
volunteers
• Recruit volunteers
• Provide training
• Support successful
performance
• Recognize and show
appreciation
31. EXERCISE:
Volunteer Management for Fundraising
*List some jobs that volunteers can do to help achieve
fundraising success:
*Describe volunteers that can do these jobs:
*What might volunteers want from this experience?
*What to volunteers need to be successful at these jobs?
*How can you support the success of the volunteers?
*List some ways that you can recognize volunteer success:
32. Objectives
Review the importance of the by-laws for
Board effectiveness
Understand the roles and responsibilities of a
non-profit Board.
Imagine the composition of the “ideal” Board.
Understand the principles of Volunteer
Management as they apply to the Board and
fundraising