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THE BOARD'S ROLE IN FUNDRAISING & RESOURCE DEVELOPMENT
BY SABRINA WALKER HERNANDEZ
 Close your email
 Close the 20 browser windows currently
open
 Close the door
 Ask the kids to not kill themselves or
each other for the next hour
YOU’RE WORTH IT
ABOUT ME
 I studied Political Science and Public Administration.
 I obtained a Nonprofit Management Certification from Harvard
Business School.
 For the last 25 years I have worked in the nonprofit industry in
direct services, operations and executive leadership.
 In 2018 I was diagnosed with cancer and felt that I needed to
retire.
 Since I have been helping small nonprofits staff and board
build relationships that converts into more donations.
WHAT I DO
 Workshops
 Board Retreats
 Webinars
 Coaching
 Consulting
WHO WILL
BENEFIT FROM
THIS WEBINAR
 Nonprofit CEOs looking to engage their board
in resource development & fundraising
 Nonprofit Board Chairs seeking to inspire
their board to fundraise.
 Anyone looking to enhance their board’s
resource development & fundraising
experience.
THE GOAL OF
THIS WEBINAR Understand the role of
the board in the resource
development &
fundraising
1
Learn how to engage the
board in each of these
roles
2
Know how staff can
support the Board in
resource development &
fundraising
3
ROLE OF BOARD MEMBERS
1.Give Generously
2.Be an Advocate
3.Participate in Resource
Development &
Fundraising
1. GIVE
GENEROUSLY
Give Generously - Make Their Own Personal Gift
 It’s too hard to ask someone else to do
something you are not willing to do
 It shows you are committed
 It will make you a much better fundraiser
HOW TO FACILITATE
BOARD GIVING
 RECRUITMENT PROCESS
 YEARLY INDIVIDUAL
MEETINGS WITH BOARD
MEMBERS
 ANNUAL COMMITMENT
FORM
 ACCOUNTABILITY
PROCESS
2. BE AN
ADVOCATE
 Share their personal story
 Spend time in the
nonprofit
 Elevator Speech
2. PARTICIPATE
IN RESOURCE
DEVELOPMENT &
FUNDRAISING
TO BOARD MEMBERS, FUNDRAISING
IS…
SOME OF THE THINGS BOARD MEMBERS TELL THEMSELVES
I am
uncomfortable
asking for
money,
I don’t like asking
my friends or
strangers for
money.
No one joins your
nonprofit’s board to ask
their friends and family
for money!
FUNDRAISING
& RESOURCE
DEVELOPMENT
IS MORE THAN
ASKING
DOOR OPENER
BOARD MEMBERS CAN
PARTICIPATE IN THE
FUNDRAISING PROCESS BY
OPENING THE DOOR TO THE
EVENTUAL ASK.
• Identifying potential donors
(prospects)
• Building relationships with
prospects
• Generating interest in the
organization
• Showing prospects what
the organization is all about
– history, programs,
finances, etc.
CULTIVATOR
IT IS TRUE WHAT THEY SAY:
“PEOPLE GIVE TO PEOPLE.”
DONORS WANT TO TRUST
AND LIKE THE INDIVIDUALS AT
THE ORGANIZATIONS THEY
SUPPORT.
Cultivation is about
building relationships
before asking for
money. They can
connect the
organization to
cultivation by making
personal contacts with
prospects.
ASKER (SIDE
KICK – WING
MAN)
Board members can
contribute to
fundraising efforts by
accompanying staff
members on face-to-
face solicitations.
THANKERS
AN ORGANIZATION’S
FUNDRAISING
RESPONSIBILITIES ARE NOT
OVER ONCE IT HAS RECEIVED A
DONATION FROM A DONOR.
The final stage of fundraising is
stewardship—thanking the donor and
maintaining a relationship that keeps the
donor connected to the organization. Board
members can:
• send donors a thank you card or make a
thank you call
• let the donor know the gift was appreciated
and that it made a difference to the
organization.
There is a way to engage board
members’ heart, mind, and
passion for fundraising.
Gail Perry – Fired Up Fundraising Turn Board Passion into Action.
CEO’S ROLE
Focus your Board
Inspire your Board
Ready your Board
Engage you Board
FOCUS YOUR BOARD
Mission
Moments
Focus on
Real
Outcomes &
Results
INSPIRE YOUR
BOARD
 Make
Resource
Development
& Fundraising
Fun
 Have a Plan
READY YOUR BOARD
Proper Tools
& Training
Practice
Educate them
on the Donor
Cycle
ENGAGE YOUR
BOARD
 Give your board
members the
appropriate
fundraising &
resource
development role
 Create a Support
Structure
What board members need from Staff so they can
fundraise easily and effectively
If you want your board involved in fundraising, then you must help them.
Equip them: Provide board education and share client stories.
Make it easy: Give board member scripts, social media post, sample letters and
emails.
Be accountable: Hold board members accountable for what they say they will do.
Be explicit: Be very explicit when recruiting board members about expectations and
have a board expectation agreement in place.
MISSION ACCOMPLISHED!
 Understand the role of the board in the resource
development & Fundraising
 Learned how to engage the board in each of these roles
 Know how staff can support the Board in resource
development & fundraising
Q & AFeel free to ask any questions related to the
content of this webinar.
sabrina@supportingworldhope.com
sabrina@supportingworldhope.com
956-453-3677
www.supportingworldhope.com

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The Board’s Role in Fundraising & Resource Development

  • 1. THE BOARD'S ROLE IN FUNDRAISING & RESOURCE DEVELOPMENT BY SABRINA WALKER HERNANDEZ
  • 2.  Close your email  Close the 20 browser windows currently open  Close the door  Ask the kids to not kill themselves or each other for the next hour YOU’RE WORTH IT
  • 3. ABOUT ME  I studied Political Science and Public Administration.  I obtained a Nonprofit Management Certification from Harvard Business School.  For the last 25 years I have worked in the nonprofit industry in direct services, operations and executive leadership.  In 2018 I was diagnosed with cancer and felt that I needed to retire.  Since I have been helping small nonprofits staff and board build relationships that converts into more donations.
  • 4. WHAT I DO  Workshops  Board Retreats  Webinars  Coaching  Consulting
  • 5. WHO WILL BENEFIT FROM THIS WEBINAR  Nonprofit CEOs looking to engage their board in resource development & fundraising  Nonprofit Board Chairs seeking to inspire their board to fundraise.  Anyone looking to enhance their board’s resource development & fundraising experience.
  • 6. THE GOAL OF THIS WEBINAR Understand the role of the board in the resource development & fundraising 1 Learn how to engage the board in each of these roles 2 Know how staff can support the Board in resource development & fundraising 3
  • 7. ROLE OF BOARD MEMBERS 1.Give Generously 2.Be an Advocate 3.Participate in Resource Development & Fundraising
  • 8. 1. GIVE GENEROUSLY Give Generously - Make Their Own Personal Gift  It’s too hard to ask someone else to do something you are not willing to do  It shows you are committed  It will make you a much better fundraiser
  • 9. HOW TO FACILITATE BOARD GIVING  RECRUITMENT PROCESS  YEARLY INDIVIDUAL MEETINGS WITH BOARD MEMBERS  ANNUAL COMMITMENT FORM  ACCOUNTABILITY PROCESS
  • 10. 2. BE AN ADVOCATE  Share their personal story  Spend time in the nonprofit  Elevator Speech
  • 11. 2. PARTICIPATE IN RESOURCE DEVELOPMENT & FUNDRAISING TO BOARD MEMBERS, FUNDRAISING IS…
  • 12. SOME OF THE THINGS BOARD MEMBERS TELL THEMSELVES I am uncomfortable asking for money, I don’t like asking my friends or strangers for money.
  • 13. No one joins your nonprofit’s board to ask their friends and family for money!
  • 15.
  • 16. DOOR OPENER BOARD MEMBERS CAN PARTICIPATE IN THE FUNDRAISING PROCESS BY OPENING THE DOOR TO THE EVENTUAL ASK. • Identifying potential donors (prospects) • Building relationships with prospects • Generating interest in the organization • Showing prospects what the organization is all about – history, programs, finances, etc.
  • 17. CULTIVATOR IT IS TRUE WHAT THEY SAY: “PEOPLE GIVE TO PEOPLE.” DONORS WANT TO TRUST AND LIKE THE INDIVIDUALS AT THE ORGANIZATIONS THEY SUPPORT. Cultivation is about building relationships before asking for money. They can connect the organization to cultivation by making personal contacts with prospects.
  • 18. ASKER (SIDE KICK – WING MAN) Board members can contribute to fundraising efforts by accompanying staff members on face-to- face solicitations.
  • 19. THANKERS AN ORGANIZATION’S FUNDRAISING RESPONSIBILITIES ARE NOT OVER ONCE IT HAS RECEIVED A DONATION FROM A DONOR. The final stage of fundraising is stewardship—thanking the donor and maintaining a relationship that keeps the donor connected to the organization. Board members can: • send donors a thank you card or make a thank you call • let the donor know the gift was appreciated and that it made a difference to the organization.
  • 20. There is a way to engage board members’ heart, mind, and passion for fundraising. Gail Perry – Fired Up Fundraising Turn Board Passion into Action.
  • 21. CEO’S ROLE Focus your Board Inspire your Board Ready your Board Engage you Board
  • 22. FOCUS YOUR BOARD Mission Moments Focus on Real Outcomes & Results
  • 23. INSPIRE YOUR BOARD  Make Resource Development & Fundraising Fun  Have a Plan
  • 24. READY YOUR BOARD Proper Tools & Training Practice Educate them on the Donor Cycle
  • 25. ENGAGE YOUR BOARD  Give your board members the appropriate fundraising & resource development role  Create a Support Structure
  • 26. What board members need from Staff so they can fundraise easily and effectively If you want your board involved in fundraising, then you must help them. Equip them: Provide board education and share client stories. Make it easy: Give board member scripts, social media post, sample letters and emails. Be accountable: Hold board members accountable for what they say they will do. Be explicit: Be very explicit when recruiting board members about expectations and have a board expectation agreement in place.
  • 27. MISSION ACCOMPLISHED!  Understand the role of the board in the resource development & Fundraising  Learned how to engage the board in each of these roles  Know how staff can support the Board in resource development & fundraising
  • 28. Q & AFeel free to ask any questions related to the content of this webinar. sabrina@supportingworldhope.com sabrina@supportingworldhope.com 956-453-3677 www.supportingworldhope.com