Board Ambassadorship: Ensuring Necessary Resources
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The document outlines a training session for board members focused on fundraising essentials, shared leadership, and stewardship for nonprofit organizations, aimed at helping low-income single parents achieve economic independence. It emphasizes the importance of relationship-building in fundraising and provides various strategies for prospecting, cultivation, and stewardship. The agenda includes discussions on organizational roles, fundraising cultures, and board member responsibilities in securing resources to support the mission.
![HAVE A CONVERSATION
① Get into pairs.
② [2 min] Pick three questions to respond to and share
your responses.
③ [3 min] Ask questions.
④ [2 min] Continue the conversation.
⑤ Rotate to next person.](https://image.slidesharecdn.com/psspresentation-161003150610/85/Board-Ambassadorship-Ensuring-Necessary-Resources-47-320.jpg)
Board Ambassadorship: Ensuring Necessary Resources
- 1. BOARD AMBASSADORSHIP: ENSURING NECESSARY RESOURCES Project Self Sufficiency September 27, 2016 Emily Davis, MNM President, Emily Davis Consulting Senior Governance Consultant, BoardSource
- 2. 9:00 – 9:30 Welcome Introductions Desired Outcomes 9:30 – 10:30 Fundraising Essentials Fundraising Process Individuals Events 10:30 – 10:45 Break 10:45 – 11:15 Shared Leadership Board & staff roles Planning 11:15 – 12:00 Ambassadorship Fundraising in action 12:00 – 12:30 Close Commitments Legacy AGENDA
- 3. MOTIVATIONAL VALUES “What motivates me to serve on the PS-S Board of Directors?”
- 5. A LITTLE ABOUT YOU Name & Role Motivational Value Desired Outcome HI! 30 seconds or less
- 6. AGREEMENTS & PARKING LOT
- 7. LET’S GET IT STARTED!
- 8. MISSION STATEMENT To assist low-income, single parents in their efforts to achieve economic independence and become free from community and government assistance while building and maintaining strong, healthy families or children.
- 9. Why did you join? What hesitations did you have? Why would you leave? Why do you stay?
- 10. ROLES & RESPONSIBILITIES Set Organizational Direction Provide Oversight Ensure Necessary Resources *BoardSource
- 11. ENSURE NECESSARY RESOURCES CEO Board Members Supporters Policies Planning Board Giving Prospecting Cultivation Stewardship *BoardSource
- 13. THE “F” WORD
- 14. 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
- 16. FUNDRAISING BY THE NUMBERS* *Giving USA 2014
- 17. 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
- 18. 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.”
- 19. FUNDRAISING PROCESS PROSPECTING Identification Preparation CULTIVATION Build the Relationship Engage the Donor Ask for the Gift STEWARDSHIP Recognition Reporting Communicating Engagement
- 20. FUNDRAISING BY TIME Involve & Engage Donors 25% Identification of Prospects 20%Educate & Cultivate 25% Ask for Gifts 5% Thanks & Recognize 25%
- 21. WHERE DO YOU LAND? Prospecting Cultivation Stewardship What takes the most time in fundraising?
- 22. LAY IT ON THE LINE RESISTANT NO WAY! RELUCTANT Not sure, have a lot of questions. EXISTENT I might be able to do this. COMPLIANT I can/will do this. COMMITTED I’m happy to do this. COMPELLED I’m excited and can’t wait to do this!
- 23. PROSPECTING • Identify – new & existing donors • Connect – areas of interest • Invite – participation • Design – moves management strategies • Prepare - multiple touch points
- 24. LAY IT ON THE LINE RESISTANT NO WAY! RELUCTANT Not sure, have a lot of questions. EXISTENT I might be able to do this. COMPLIANT I can/will do this. COMMITTED I’m happy to do this. COMPELLED I’m excited and can’t wait to do this!
- 25. CULTIVATION • Work with development staff • Set a personal fundraising goal • Share your story/connection to the mission • Invite opportunities to continue the conversation • Be direct about asking for gifts • Call, email, write thank yous
- 26. LAY IT ON THE LINE RESISTANT NO WAY! RELUCTANT Not sure, have a lot of questions. EXISTENT I might be able to do this. COMPLIANT I can/will do this. COMMITTED I’m happy to do this. COMPELLED I’m excited and can’t wait to do this!
- 29. STEWARDSHIP/RETENTION “Stewardship, or taking the time to recognize, thank, and educate donors is a critical component of any fundraising strategy. Good stewardship techniques directly affect donors’ decisions to review or increase their support when there is an opportunity to do so.” - Breaking the Gala Addiction
- 30. LAY IT ON THE LINE RESISTANT NO WAY! RELUCTANT Not sure, have a lot of questions. EXISTENT I might be able to do this. COMPLIANT I can/will do this. COMMITTED I’m happy to do this. COMPELLED I’m excited and can’t wait to do this!
- 31. GIVING MOTIVATIONS * Kay Sprinkel Grace Philanthropy Connection Concern Capacity
- 32. FEARLESS FUNDRAISING: A BOARD MEMBER CHECKLIST! Fundraising opportunities and responsibilities for board members Be honest. Be realistic. Take a risk! *BoardSource
- 33. TAKE A BREAK
- 34. 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
- 35. 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
- 36. 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
- 37. 100% BOARD GIVING Board Giving Commitment Open Ended Flexible Specific 0% 10% 20% 30% 40% 50% 60% 70% 80% HAVE POLICY PERCENTAGE GIVING 100% PARTICIPATION 68% 74% 46% Board Participation in Giving *BoardSource
- 38. FUNDRAISING POLICIES • Gift acceptance policy • Personal giving policy • Ethics statement • Letter of commitment
- 39. FUNDRAISING PLANNING • Review return on investment for current funding sources • Conduct annual donor satisfaction survey • Identify specific strategies for board fundraising (see handout) • Gather feedback from Development Committee • Listen to recommendations from ED & development staff
- 40. HATS WE WEAR Legal AmbassadorVolunteer Connections Resources Communications Duty of Care Duty of Loyalty Duty of Obedience Board works for staff Avoid micromanagement *BoardSource
- 41. WHAT DOES IT MEAN? FUNDRAISING PLAN & STAFF
- 42. MISSION MOMENT What is a Project Self Sufficiency mission moment?
- 43. 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
- 44. QUESTIONS?
- 45. NETWORKING “When you help others, they help you.” – Keith Ferrazzi
- 46. TIPS • LISTEN! • Pay attention to relevant details • Ask open-ended questions • Be prepared • Watch for connections • Invite to opportunities • Under promise and over deliver • Thank you and follow up
- 47. HAVE A CONVERSATION ① Get into pairs. ② [2 min] Pick three questions to respond to and share your responses. ③ [3 min] Ask questions. ④ [2 min] Continue the conversation. ⑤ Rotate to next person.
- 48. WHAT WAS THAT LIKE?
- 49. HAIL* To greet or acclaim enthusiastically HONESTY Be Clear and Straight AUTHENTICITY Be Yourself INTEGRITY Be Your Word LOVE Wish Them Well * Julian Treasure
- 51. FUNDRAISING IN ACTION STEP 1 Organize into pairs STEP 2 Each person receives and reads a scenario STEP 3 Practice scenario or discuss response to scenario STEP 4 Follow up questions or discussion from other person STEP 5 Switch
- 52. PICTURE YOUR LEGACY Select a card that answers the question: “What is the legacy you want to leave on the PS-S board?”
- 53. TAKE AWAY & COMMITMENT
- 55. Emily Davis, MNM President, Emily Davis Consulting Senior Governance Consultant, BoardSource (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com