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Create%20a%20Fundraising%20Action%20Plan%20for%20Your%20Board%20Members

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Create a Fundraising Action Plan for Your Board ... Reporting and Support Structure Create Ownership Guidelines for a Crackerjack Structure A Set-Up That ... – PowerPoint PPT presentation

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Title: Create%20a%20Fundraising%20Action%20Plan%20for%20Your%20Board%20Members


1
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
2
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

3
First What YOU Have To Do
  • Get to know your board members.
  • Choose what fundraising jobs you want them to do.
  • Allocate your own time for this project.
  • Enlist your board leadership first.
  • Create a snappy brand name.

4
Psych Yourself Up
  • Be ready to lead them
  • Be the cheerleader
  • Set realistic expectations
  • Make it fun

5
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
6
Step One Fire Up Your Board About the Cause
  • Mission moments
  • Testimonials
  • Field trips
  • Your impact

7
No Boring Meetings!
8
Step 2 Three Crucial Conversations To Inspire
New Attitudes
  • What are we raising money for?
  • Why do you care about our cause?
  • Why are volunteers so powerful?

9
Most Board Members Definition of Fundraising

10
Board Members ThinkFundraising Cold Calls

11
Board Members ThinkFundraising Begging
12
Step 3 TrainingGive Them the Right Tools and
Skills
  • Friendraising
  • The process of fundraising
  • Relationship building
  • Its NEVER about money
  • High intention low pressure

13
Step 4 Give Them Very Specific Jobs
  • Narrow, narrow focus
  • Keep it very simple
  • They get to choose
  • Not too many choices

14
Step 4 Give Them Very Specific Jobs
  • VIP Prospect List
  • Hosting tours
  • Hosting socials (door openers)
  • Tables at the gala
  • Thank you phone calls
  • Following up after events
  • Accompanying you on visits and calls

15
Fundraising IS A Process Plenty of
Activities for Board Members
16
Time and Energy Spent in Each Part of the
Fundraising Cycle
17
Time and Energy Spent in Each Part of the
Fundraising Cycle
18
Step 5 Set Your Board Members Up To Win

19
Step 5 Reporting and Support Structure Create
Ownership
  • Its MINE!
  • Task forces
  • Team leaders

20
Guidelines for a Crackerjack Structure
  • Each person makes their own commitment
  • Specific time frame
  • Clearly identified project
  • Clearly identified goal
  • Clearly identified beneficial outcomes
  • Clearly defined jobs no questions or
    dilly-dallying
  • Proper Set up

21
A Set-Up That Creates Ownership
  • Let them
  • choose what they want to do
  • set their own goals
  • take the responsibility
  • Encourage competition

22
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?

23
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

24
Moral Support is Essential
  • Board Chair
  • Team Leaders
  • Peer Support
  • Support communication
  • Coaching, encouraging
  • Checking in

25
Peer Pressure
26
Keep Fundraising High On Your Boards Agenda 9
Questions
  • What could we do if we raised more money?
  • What do you most need board members to do this
    year?
  • Why are board members important?
  • What will it take to get us to a higher goal?
  • Whats working and whats not working so well?
  • What are the trends in our various fundraising
    strategies?
  • What will happen if we miss goal?
  • How can a board member help open the door?
  • How do our fundraising programs work?

27
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

28
What Will Ruin Everything
  • Finger wagging
  • Talking down

29
Is This Your Board?
Lets go for it!
Is This Your Board?
30
  • Gailperry.com
  • Find me on LinkedIn, Facebook and Twitter
  • Easy Fundraising for Board Members Retreat
  • Take your board from fear of fundraising to
    excitement and enthusiasm
  • Freefundraisingtools.com
  • Strategies, toolkits, assessment tools and tips

31
Gail Perry Associates
Gail Perry 124 Hillcrest RoadRaleigh, NC
27616 919.821.3050gail_at_gailperry.comwww.gailperr
y.com
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