https://bloomerang.co/resources/webinars/ If you are ready to prune dead weight board members and wondering what tools can help you ensure a successful board transition, join our expert – nationally recognized speaker, trainer, nonprofit founder – Rachel Muir, CFRE.

1. The One Hour
Nonprofit Board Makeover
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Before we get started »

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https://bloomerang.co/demo/video

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Our guest presenter »
Rachel Muir, CFRE
@RachelMuir
• founded Girlstart at age of 26
• Has raised over $10MM
• Featured on Oprah, CNN and the
Today Show
• 3x finalist for Ernst & Young’s
Entrepreneur of the Year Award
• “Outstanding Fundraising Executive of
the Year” by the Association of
Fundraising Professionals
• one of Fast Company Magazines “Fast
50″ Champions of Innovation

5. PRESENTATION TITLE GOES HERE
Date 01, 2016 | Location
THE 1 HOUR BOARD
MAKEOVER
Bloomerang August 9, 2018

6. • Founder: Girlstart
• Featured on: Oprah,
• CNN, theToday Show
• AFP Outstanding
Fundraiser of theYear
• What Rachel does:
custom training, board
retreats, online classes
Weaknesses: chips, queso
Rachel Muir, CFRE
@rachelmuir
rachel@rachelmuir.com

7. www.
RachelMuir.com/
Boards

8. Free guides -> rachelmuir.com/guides
Join list to be invited to free webinars

9. What Rachel does:
Custom training
Keynotes
Webinars
Workshops
Speaking
All on fundraising…
Learn more at www.rachelmuir.com
Board retreats

10. 2
The #1
way to
change the
board you
have
Tips to
recruit,
inspire &
even fire!
How to set
them up for
success
Q & A
10 ways to
make them
fundraising
superheroes
The One Hour Board Makeover

11. How is your board doing?
1.Green - We’re rocking and rolling
2.Yellow - We could use some fine tuning
3.Red - We need a complete board overhaul

12. What’s your board’s experience level?

13. 1. At least a few board members
are new to serving on a board.
2. 100% of our board members
have prior board experience.

14. How often do you offer board training?
1. Yes! At least
once a year.
2. Sometimes –
about every
other year.
3. Not often, just
once every few
years.
4. Aack! No, but
we know we
should.

15. Many ED’s and staff don’t have the credibility to deliver
the training to the board because they are perceived
as having a vested interest in the outcome.”
“
Chuck Loring
@rachelmuir Facebook.com/RachelMuirFundraising

16. Simple Truth Why Boards Fail

17. Unclear expectations = path to failure

18. You wouldn’t hire a staff person without explaining the
job and performance expectations in advance.
The same holds true for recruiting board members.”
“
Simone Joyaux, Firing Lousy Board Members
@rachelmuir Facebook.com/RachelMuirFundraising

19. ✓They have busy lives
✓Don’t have
context/background
that we do
✓May lack connection to
mission
✓No “one size fits all”
✓They don’t understand
nonprofits (may be their
first experience with
one)
Missed connections….

20. 16
WHY BOARD AGREEMENTS
ARE KING

21. Be clear about role + responsibilities
#1 reason why things blow up!

22. Sample Board Agreement

23. www.
RachelMuir.com/
Boards

24. Offer options.
Source: Andy Robinson

26. What they can expect in
return..
• Lots of training and support to be
effective
• Engagement options (fundraising
menu)
• Choice in how and when they give
(online, monthly installments,
events etc)
22
Board members provide…
• Positive fundraising attitude
• Skills, time, effort
• Give generously – one of their
top three charitable
commitments while on the
board
Source: Andy Robinson
Give andTake

27. How do you introduce them to service?

28. Set them up for success!
• Serve on committee first
• Complete application
• Board orientation
• Board welcome
• Assign a board “buddy”
• 1, 3, 6 month check in
• Self assesment

29. Fundraising is the f word to many
board members.”
“
Gail Perry, Fired Up Fundraising
@rachelmuir Facebook.com/RachelMuirFundraising

30. Consider your invitation to fundraising

31. Is it…
Made clear in the board
recruitment process?
Specified in the board
contract?
Discussed in the board
orientation?

32. How much do you
invest in board
member growth?
Let’s be honest…!
In training?
How do you make it
fun?

33. How do you make it fun?

34. Are you prepared to support them?
Tapping into their motivational drives
Giving them regular feedback
Giving rewards and recognition
Offering special privileges or incentives
Providing training
Giving public affirmations
Having fun with them
Thanking their families
Positive gossip (brag to peers)
Being available to them
Source: The New Breed: Understanding and Equipping the 21st Century Volunteer

35. Detailed board contract
Pre-meeting materials
Strategic plan
Hire facilitator at transitions
Self evaluations/assessment
Tools to manage a board
Board retreat
Training
Allows
people to
attack
document
not
person
Term limits

36. Offer objectivity
Provide years of experience
Take tough stands
Address fundraising
Address board giving
Address term limits
Provide emotional support Source: Andrea Kihlstedt
How can a facilitator or consultant help?

37. Spark change with a board assessment
Board led
Charts a course
Shared understanding of
responsibilities
Holds members accountable
Shows gaps

38. Set them up for success!
• Board orientation
• Board welcome
• Assign a board “buddy”
• 3, 6, 9 month check in
• Check in after 1st term to
invite for 2nd or thank and
release

39. Have you…
ever been
given a fundraising
goal you had no role
in setting?

40. Step 2
• Their role
• Where they can add
value
• How staff can support
them
36
Step 1
• How does fundraising
work in our
organization?
• Show model, mix of
sources, goals
• Line item for board
giving in your budget
Introducing board members to fundraising

41. What’s the number one thing board
members need to know about
fundraising?

42. The Joy of Giving

43. Donors are 43% more likely to say
they are “very happy” than non-donors
.

44. What kind of giving feels best?
“Donors feel happiest
if they give to a charity
via a friend, relative or
social connection rather
than an anonymous
donation.”
Source: International Journal of Happiness
and Development, 2013

45. 10 ways board members can be fundraising
superheroes without asking for money

46. #1 Give
personally. #2 Call
donors
to thank.
#3 Put
org in their
estate plan.

47. “You haven’t made
your own gift but
you’re asking
me to give?”

48. Easy win: Board member thank you calls

49. Impact on giving amounts
Thank you call
from board
member w/in 24
hours
Source: Donor Centered Fundraising, Penelope Burk & Cygnus Research
14 months
later
70% retention!

50. Give them a thank you script
Hi_______ ,
I’m John Smith, I’m a board member of
Boys and Girls Club Metro Atlanta.
We were thankful to receive such a generous
first time gift from you and I’m thrilled to welcome
you to our donor family.
Your $500 gift will send a club kid to a week of
sleep away summer camp (buy art supplies for
an after school program etc)…

51. Discovery for Board Members
Do you have any feedback for us?
Is there any way we can make your
experience more positive?
How can we get you more
involved?
May I invite you to _________?
Can I introduce you to _______?

52. Scripts (thank
you, invite or ask)
Phone number,
brief giving
history, known
interests
Sample discovery
questions to ask
A “win” the donor
made possible
(impact story)
Give board members…

53. “No.” Is it the….
#4. Invite 10 guests
for tour of org
Get them to fundraise without an ask
www.rachelmuir.com/boards
#5. Host cultivation
event in their home
#6. Get assigned to
cultivate 2-3 donors

54. Source: Lori Jacobwith, Ignited Fundraising
#7 Share how/why they made their gift
#8 Share how money makes impact at org
#9 Share client testimonials
#10 Write article on why org is imp to them

55. www.
RachelMuir.com/
Boards

56. Recommended Reading
By Kathy Hedge Susan Howlett’s Boards on Fire

57. THANK
YOU!!!
Thank you!

58. Thank you!
rachel@rachelmuir.com
www.rachelmuir.com
Follow me
@rachelmuir
Want to chat more? Calendly.com/rachelmuir
Facebook.com/RachelMuirFundraising

59. Questions?

60. https://bloomerang.co/resources
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61. Upcoming free webinars »
8/16, 1pm eastern
What is Our Money Story? And How Do We Tell It?
Lori Jacobwith
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