afp midland tx create a fundraising action plan for your board members

Create a Fundraising Action Plan for Your Board Members

and Put Them to Work

Where You Need Them

AFP Midland, TexasOctober 27, 2010

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Agenda

I. Get yourself ready

II. Five steps to put them to work

III. Structure and support to make it happen

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Board Members and Fundraising

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First: What YOU Have To Do

1. Get to know your board members.

2.Decide what you want them to do.

3.Allocate your own time.

4.Enlist your board leadership.

5.Create a snappy brand name.

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Psych Yourself Up

• Be ready to lead them

• Be the cheerleader

• Set realistic expectations

• Make it fun

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Five Steps to Success!Create a Fundraising Action Plan

With Your Board

Step One: Fire up your board!

Step Two: Attitude adjustment!

Step Three: Training - give them the right tools and skills

Step Four: Very specific jobs

Step Five: A great reporting and support structure

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Step One: Fire Up Your Board About the Cause!

• Mission moments

• Testimonials

• Field trips

• IMPACT!

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No Boring Meetings!

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Is this your board meeting?

Step 2: Three DEEPER Conversations

1.What are we raising money for?

2.Why do you care about our cause?

3. Why are volunteers so powerful?

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Most Board Members’ Definition of Fundraising

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Board Members ThinkFundraising = Cold Calls

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Board Members Think:

Fundraising = Begging

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My Yoga Teacher’s

GREAT Lesson on Fundraising

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Step 3: TrainingGive Them the Right Tools and Skills

• Friendraising

• The process of fundraising

• Relationship building

• It’s NEVER about money

• High intention low pressure

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• WHAT you say• HOW you say it• Request for followup

The Elevator Speech

Fundraising is NOT

Asking for Money

It’s Making and

Keeping Friends

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Fundraising as Friendmaking

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Step 4: Give Them Very Specific Jobs

• Narrow narrow focus

• Keep it very simple

• They get to choose

• Not too many choices

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Step 4: 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

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Fundraising IS… A Process Plenty of Activities for Board Members

THANK THANK THANK AGAIN

CULTIVATE AND INVOLVE

ASK FOR SUPPORT

IDENTIFY PROSPECTS

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Time and Energy Spent in Each Part of the Fundraising Cycle

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Step 5: Set Your Board Members

Up To Win

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Step 5: Reporting and Support Structure Create Ownership

• It’s MINE!

• Task forces

• Team leaders

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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

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A Set-Up That Creates Ownership

Let them

• choose what they want to do

• set their own goals

• take the responsibility

Encourage competition

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“Moral Support” is Essential

• Board Chair

• Team Leaders • Peer Support • Support = communication • Coaching, encouraging • Checking in

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Peer Pressure

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Keep Fundraising High On Your Board’s Agenda – 9 Questions

1.How do our fundraising programs work?

2.What are the trends in our fundraising strategies?

3.What do you most need board members to do this year?

4.Why are board members important?

5.What will it take to get us to a higher goal?

6.What will happen if we miss the goal?

7.What exactly are we raising money for?

8.What could we do if we raised more money?

9. What’s the impact we want to make in our community?

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What Will Ruin Everything

• Finger wagging• Talking down

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Is This Your Board?

Is This Your Board?

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Let’s go for it!

www.gailperry.com

Free Audio Download: “Asking for Gifts, How to Never, Ever Get Turned Down”

Facebook: Fired up Fundraising PageTwitter @gailperrync

Don’t let our relationship end today!

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