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Building a
Fundraising Board
Darian Rodriguez Heyman
darian@helpingpeoplehelp.com
Inspired…
to Action
Nonprofit
Management 101
A COMPLETE AND PRACTICAL GUIDE FOR LEADERS AND PROFESSIONALS
NEW INTRODUCTION BY NEW YORK TIMES BESTSELLING AUTHOR
VAN JONES
SECOND EDITION
DARIAN RODRIGUEZ HEYMAN
and LAILA BRENNER
Essential
resources, tools, and
hard-earned wisdom
from fifty-five
leading experts
A Note on Tin Cup Fundraising
People don’t give to you,
they give through you.
“
Kay Sprinkel Grace
Our Agenda
• Why are We Here?
• Top Tips & How To’s
Key Finding: 75% of EDs are Leaving
in the next 5-10 years
#1 Reason: Fundraising!
#2 Reason: Boards
2019
2001
2006
• Typical Board Lifecycle:
• In Name Only
• Working Board
• Strategic Board
Why Are We Here?
Why Are We Here?
• The Most Powerful Form of Ask…
Why Are We Here?
• The Most Powerful Form of Ask…
Is a Peer Ask
A Peer Ask
• “I invite you to join me in
supporting the great work of XXX.
I just gave and you should, too!”
Top Tips & How To’s
Stage a Thank-A-Thon
Top Tips & How To’s: Board Fundraising
• Create a Rapid Response Donor
Acknowledgement Committee
• Donor value surges 50% if thanked
by a board member within 48 hours
Top Tips & How To’s: Board Development
• 5 Go-To Tools:
• Board Member Agreement
• Board Matrix
• Consent Agenda/Calendar
• Annual Survey/Personal Development Plan
• Executive Job Descriptions/Committee Charters
Top Tips & How To’s: Board Fundraising
Board Member Agreement
• 2-3-Page Contract
• Plain English
• Objective Criteria: Basis for Accountability
• Board-Led Implementation
Top Tips & How To’s: Board Fundraising
Board Matrix
Consent Calendar
• Organizational Dashboard
• Executive Summaries
• 2 Paragraph Max
• All FYIs & Updates, Including Red Flags
• Streamlined Minutes
Top Tips & How To’s: Board Fundraising
Consent Calendar
• Identify 6 - 12 KPIs
• Operations and Programs
• Red / Yellow / Green Range
• Fleshed out in Executive Summaries
Top Tips & How To’s: Board Fundraising
Organizational Dashboard
Organizational Dashboard
AS OF:
DATE
Organizational Dashboard
EACH INDICATOR IS MADE UP OF MULTIPLE MEASURES.
THE HEALTH & WELL-BEING PILLAR INDICATOR IS HIGHLIGHTED BELOW.
Thank You!
Darian Rodriguez Heyman
darian@helpingpeoplehelp.com
(415) 637-5062

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How to Build a Fundraising Board- Darian Rodriguez Heyman 3-6-24.pdf

  • 1. Building a Fundraising Board Darian Rodriguez Heyman darian@helpingpeoplehelp.com
  • 3.
  • 4. Nonprofit Management 101 A COMPLETE AND PRACTICAL GUIDE FOR LEADERS AND PROFESSIONALS NEW INTRODUCTION BY NEW YORK TIMES BESTSELLING AUTHOR VAN JONES SECOND EDITION DARIAN RODRIGUEZ HEYMAN and LAILA BRENNER Essential resources, tools, and hard-earned wisdom from fifty-five leading experts
  • 5. A Note on Tin Cup Fundraising
  • 6. People don’t give to you, they give through you. “ Kay Sprinkel Grace
  • 7. Our Agenda • Why are We Here? • Top Tips & How To’s
  • 8. Key Finding: 75% of EDs are Leaving in the next 5-10 years #1 Reason: Fundraising! #2 Reason: Boards 2019 2001 2006
  • 9. • Typical Board Lifecycle: • In Name Only • Working Board • Strategic Board Why Are We Here?
  • 10. Why Are We Here? • The Most Powerful Form of Ask…
  • 11. Why Are We Here? • The Most Powerful Form of Ask… Is a Peer Ask
  • 12. A Peer Ask • “I invite you to join me in supporting the great work of XXX. I just gave and you should, too!”
  • 13. Top Tips & How To’s
  • 15. Top Tips & How To’s: Board Fundraising • Create a Rapid Response Donor Acknowledgement Committee • Donor value surges 50% if thanked by a board member within 48 hours
  • 16. Top Tips & How To’s: Board Development • 5 Go-To Tools: • Board Member Agreement • Board Matrix • Consent Agenda/Calendar • Annual Survey/Personal Development Plan • Executive Job Descriptions/Committee Charters
  • 17. Top Tips & How To’s: Board Fundraising Board Member Agreement • 2-3-Page Contract • Plain English • Objective Criteria: Basis for Accountability • Board-Led Implementation
  • 18. Top Tips & How To’s: Board Fundraising Board Matrix
  • 20. • Organizational Dashboard • Executive Summaries • 2 Paragraph Max • All FYIs & Updates, Including Red Flags • Streamlined Minutes Top Tips & How To’s: Board Fundraising Consent Calendar
  • 21. • Identify 6 - 12 KPIs • Operations and Programs • Red / Yellow / Green Range • Fleshed out in Executive Summaries Top Tips & How To’s: Board Fundraising Organizational Dashboard
  • 23. Organizational Dashboard EACH INDICATOR IS MADE UP OF MULTIPLE MEASURES. THE HEALTH & WELL-BEING PILLAR INDICATOR IS HIGHLIGHTED BELOW.
  • 24. Thank You! Darian Rodriguez Heyman darian@helpingpeoplehelp.com (415) 637-5062