Create a Fundraising Action Plan for Your Board
Create a Fundraising Action Plan for Your Board Members And Put Them to Work Where You Need Them April 12, 2010 Gail Perry CFRE www. gailperry. com
Agenda § Your own work first – get yourself ready § Five steps to put them to work where you want them § Structure and support to make it happen 1
First: What YOU Have To Do 1. Get to know your board members. 2. Choose what fundraising jobs you want them to do. 3. Allocate your own time for this project. 4. Enlist your board leadership first. 5. Create a snappy brand name. 2
Psych Yourself Up § Be ready to lead them § Be the cheerleader § Set realistic expectations § Make it fun 3
Five Steps to Create and Implement a Fundraising Action Plan With Your Board Step One: Fire up your board about the cause Step Two: Crucial conversations to inspire new attitudes Step Three: The right tools and skills Step Four: Very specific jobs to do Step Five: A great reporting and support structure 4
Step One: Fire Up Your Board About the Cause • Mission moments • Testimonials • Field trips • Your impact 5
No Boring Meetings! 6
Step 2: Three Crucial Conversations To Inspire New Attitudes 1. What are we raising money for? 2. Why do you care about our cause? 3. Why are volunteers so powerful? 7
Most Board Members’ Definition of Fundraising 8
Board Members Think Fundraising = Cold Calls 9
Board Members Think: Fundraising = Begging 10
Step 3: Training Give Them the Right Tools and Skills • Friendraising • The process of fundraising • Relationship building • It’s NEVER about money • High intention low pressure 11
Step 4: Give Them Very Specific Jobs • Narrow, narrow focus • Keep it very simple • They get to choose • Not too many choices 12
Step 4: Give Them Very Specific Jobs 1. VIP Prospect List 2. Hosting tours 3. Hosting socials (door openers) 4. Tables at the gala 5. Thank you phone calls 6. Following up after events 7. Accompanying you on visits and calls 13
Fundraising IS… A Process Plenty of Activities for Board Members 14
Time and Energy Spent in Each Part of the Fundraising Cycle 15
Time and Energy Spent in Each Part of the Fundraising Cycle 16
Step 5: Set Your Board Members Up To Win 17
Step 5: Reporting and Support Structure Create Ownership • It’s MINE! • Task forces • Team leaders 18
Guidelines for a Crackerjack Structure 1. Each person makes their own commitment 2. Specific time frame 3. Clearly identified project 4. Clearly identified goal 5. Clearly identified beneficial outcomes 6. Clearly defined jobs – no questions or dilly-dallying 7. Proper Set up 19
A Set-Up That Creates Ownership Let them • choose what they want to do • set their own goals • take the responsibility Encourage competition 20
Step 5: Setting Goals How To Get Them To Agree To Do It • What do we want to accomplish? • What results do we want to create? • What will happen if we reach these goals? • What will happen if we miss these goals? 21
Step 5: Setting Goals How To Get Them To Agree To Do It • Vision the result – big and juicy • Inspire their sense of possibility and vision • What will it take from this board to make this happen? • What will it take from me? • Is it business as usual? • Go around the table and let people say what they want to do 22
“Moral Support” is Essential • Board Chair • • • Team Leaders Peer Support = communication Coaching, encouraging Checking in 23
Peer Pressure 24
Keep Fundraising High On Your Board’s Agenda – 9 Questions 1. What could we do if we raised more money? 2. What do you most need board members to do this year? 3. Why are board members important? 4. What will it take to get us to a higher goal? 5. What’s working and what’s not working so well? 6. What are the trends in our various fundraising strategies? 7. What will happen if we miss goal? 8. How can a board member help open the door? 9. How do our fundraising programs work? 25
Step Five: On Going Reinforcement • The art of the gentle reminder • Leading by example • Emails and communication about progress • Share news of success • Praise successful board members in front of the others 26
What Will Ruin Everything • Finger wagging • Talking down 27
Let’s go for it! This Your Board? Is Is. This Your Board? 28
Next Webinars May 11: Parties with a Purpose: Turn Your Fundraising Event into the Best Party in Town May 13: “No Ask” Fundraising Strategies for Board Members June 3: The Board Members’ Guide to Asking and Never Ever Getting Turned Downt “Friendmaking for Board Members Seminar” �Take your board from fear of fundraising to excitement and enthusias in a half day with Gail Tons of Resources on Gail’s BLOG Twitter Facebook, Linked. In Re-Invigorate Your Fundraising Programs with Gail 29
Gail Perry Associates Gail Perry 124 Hillcrest Road Raleigh, NC 27616 919. 821. 3050 gail@gailperry. com www. gailperry. com
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