Board Ambassadors: Ensuring Necessary Resources
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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.
Board Ambassadors: Ensuring Necessary Resources
- 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
- 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
- 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