Bridging the Gap - Getting the Most Out of a New Development Director
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This presentation discusses strategies for development departments to stay productive during staff transitions. It notes the average tenure of fundraisers is only 16 months, creating challenges with vacancies. The presentation recommends assessing upcoming fundraising activities and deadlines, creating a calendar to assign responsibilities, tracking progress, and considering interim support. It also stresses the importance of keeping processes standardized, engaging volunteers and board, and hiring qualified replacement staff.
Bridging the Gap - Getting the Most Out of a New Development Director
- 1. Bridging the Gap - Staying Productive Inbetween Development Directors The presentation will begin shortly.
- 2. 3 This presentation is being recorded! The recording and slides will be emailed to you. Please chat in any questions for our guest. We will answer them in the formal Q&A session at the end of the presentation. Follow along on Twitter with #Bloomerang @BloomerangTech. For best audio quality, dial in by phone. (check your email for dial-in info from ReadyTalk) Before we get started »
- 4. 3 Our guest presenters » Ellen Howe, CFRE • Managing Director of The Rome Group • Previously Senior Vice President of Association Advancement at the YMCA of Greater St. Louis Ashley Holmes, MSW • Senior Consultant at The Rome Group • 10+ years of experience in fund development, including managing annual and capital campaigns
- 5. Surviving Transition Enhancing Interim Solutions to Staffing Changes in your Development Department
- 6. The Rome Group Ellen Howe, CFRE Managing Director Ashley Casan Holmes, MSW Senior Consultant
- 7. Our Mission: To strengthen communities by strengthening nonprofits
- 8. Today’s Agenda • The Reality: The revolving door • Impact on our organizations • Thriving During Change: What it takes • Our Approach • Strategies for Success Surviving Transition? (really, it will be okay)
- 9. Why can’t we make it stick? The average tenure of a fundraiser at their job is just 16 months! Befuddled, frazzled, frustrated…yep • Anticipated departures • Development just isn’t for me • Lengthy vacancies UGH…
- 10. Help Wanted: Please! Key issues with the Talent Pool • Lack of Qualified Candidates • Poor Performance • Missing Skills • Competition for Talent
- 11. Impact on our Organizations
- 12. Interim Development Management • Listen • Assess • Plan • Implement • Support • Transition Our Work Bridging the Gap
- 13. Case Study A Cultural Institution with a CDO Vacancy • Key Concerns • Anticipating a deficit • Challenges managing development • Lacked a culture of philanthropy • Hiring smart • Our Work • Create a development plan • Staff organizational leadership • Mentor staff • Identify the right candidates
- 14. Case Study A Cultural Institution with a CDO Vacancy Results: Grew Revenue 26% • Created a monthly calendar of development activities • Grew major gift revenue & upgraded donors • Deepened relationships with grant funders • Increased corporate engagement • Improved appeal response rates • Prepared for a campaign • Hired a kick-butt CDO
- 15. How can you survive change? Take action.
- 16. Assess & Get Organized • Chart the Coming Months • Appeals, Events, Grants? • Know Your Data • Budget Vs. Actual • LYBUNT Report • Major Donors (date of last gift) • Previous year donors ($100-$999) by gift date • Grant deadlines • Make a list of Key Donors • Prioritize • Create a Calendar with TACTICS
- 17. • Begin my plotting out everything that has to be done for the year by date • Easiest to start with event dates, or the annual appeal • Work backwards to determine when preparation needs to begin • Plot your course, assign responsibility, and stick to your plan • Use your plan to keep board, and leadership up to date Getting Organized
- 18. Keep it Simple
- 19. Implement & Support • Standardize where possible • Stewardship processes • Menu of program priorities • Leverage volunteers & staff • Engaging your board • Check in often & benchmark progress • Keep good records
- 20. Contributions 2018 Budget 2018 Actual YTD 2017 Actual (Comp. Date) Annual Giving Grants Ind. Major Gifts Event Sponsors Activity Monthly Goal Monthly Actual Appts. Set/ Other Meetings with Major Gift Donors 6 4 John Smith Mary Jones Bob Evans Joe Moe Sponsor Solicitations 10 8 Donor Communications Newsletter Spring Appeal Spring Appeal Track Your Success
- 21. Filling Out Your Team • Take Your Time • Build a Database of Contacts & Employee Prospects • Offer Atypical Benefits • Extensive Orientation & Social Interactions • Consider Mentorship • Grow Your Own Fundraiser Hire Right
- 23. Contact Us Ellen Howe, CFRE Managing Director ellen@theromegroup.com Ashley Casan Holmes, MSW Senior Consultant ashley@theromegroup.com 314.533.0930
- 24. Questions?
- 25. https://bloomerang.co/resources •Nonprofit Wrap-Up •Bloomerang TV •Bloomies •eBooks •Daily blog post •Weekly webinars •Templates •Guides
- 26. Upcoming free webinars » 1/25, 1pm eastern Inspire Your Board to Give and Get Brian Saber https://bloomerang.co/resources/webinars