getting your board to fundraise

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Building a Fundraising Board Bloomerang September 4, 2014 Linda Lysakowski, ACFRE President, Linda Lysakowski, LLC Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

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Page 1: Getting Your Board to Fundraise

Building a Fundraising Board

Bloomerang September 4, 2014

Linda Lysakowski, ACFREPresident, Linda Lysakowski, LLC

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 2: Getting Your Board to Fundraise

How  Does  Your  Board   View  Fundraising?

The “Tin Cup” mentality?!A necessary evil?!We don’t need it.!

Not my job!!I don’t know how.!

I don’t want to bug my ! friends!

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 3: Getting Your Board to Fundraise

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 4: Getting Your Board to Fundraise

Does  Your  Board  Understand  the  Psychology  of  Philanthropy:

o Who Gets Money?!Why?!

o Who Gives Money?!Why?!

o Who Do You Give To?!Why?!

o Who Do You Not Give To?!Why?Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 5: Getting Your Board to Fundraise

A  Lesson  for  Board  Members:  Fundraise  Where  the  Money  Is!

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 6: Getting Your Board to Fundraise

Does Your Board Know the Golden Rule of Fundraising?

95/5 Rule

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 7: Getting Your Board to Fundraise

The Development Team

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 8: Getting Your Board to Fundraise

Board Roles in Fund Raising

o Policies o Monitor revenue streams o Planning o Giving o Asking other to give

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 9: Getting Your Board to Fundraise

Do  We  Have  the  Right  Board?o How do we choose candidates for the board? o How do we evaluate the candidate’s commitment ? o Do they believe in our mission and vision? o Do they feel ownership of our organization? o Have we discussed the board’s fundraising role? o Have we provided adequate education and training for

the board? o Are we committed to working as a team with the board

on fundraising?

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 10: Getting Your Board to Fundraise

Why  is  Board  Giving/Asking  Important  to  Fundraising?

o They have a fiduciary responsibility for the organization!

o They are volunteers! o They lend credibility to the organization! o Funders expect it! o They care (or should care), more than anyone else,

about the organization!

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 11: Getting Your Board to Fundraise

Helping  Board  Members Understand  Their  Role

o Board Recruitment o The Development Committee o The Board Appeal o Board Education o Brainstorming

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 12: Getting Your Board to Fundraise

Recruiting  the  Right  Boardo The governance committee!o The position description!o Interviewing prospective board members!o Orientation

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 13: Getting Your Board to Fundraise

Belief in and support of the mission of the

organization is the most critical requirement for

serving on the board

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 14: Getting Your Board to Fundraise

The  Board’s  Role  in  the  Development  Plan

The Development Officer and the Board!The Development Committee

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 15: Getting Your Board to Fundraise

Board  Giving—The  Board  Appeal

100% Meaningful Levels Early Commitment

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 16: Getting Your Board to Fundraise

Designing  Your  Board  Appealo Start with the Chair o Evaluate Board Giving Potential o Prepare Materials o Creating a Philanthropic Environment o Ask Board Members Personally

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 17: Getting Your Board to Fundraise

Educating  the  Board

o Ongoing education!o One-on-one training!o Teaming up!o Raising the comfort level

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 18: Getting Your Board to Fundraise

Can the Board Raise Money Without Even Asking?

o Each board member invite three people to have lunch with the ED

o Host an Event o Board Thank-A-Thon o Speaking Engagements o The Elevator Speech o Birthday/Anniversary Gifts o Opening Doors

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 19: Getting Your Board to Fundraise

Four  Steps  in  Fundraisingo Identifying!o Cultivating!o Soliciting!o Stewardship

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 20: Getting Your Board to Fundraise

BrainstormingHow to Get Your Board Members to Use Their

Spheres of Influence

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 21: Getting Your Board to Fundraise

Board  TransitioningExtreme Makeover or !

Minor Surgery?

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 22: Getting Your Board to Fundraise

Special  Offer• 15% Discount on

Fundraising for the GENIUS, 2nd edition if purchased by Sept 9, 2014: use discount code: !

linda2014books at!www.ForTheGENIUS.com

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 23: Getting Your Board to Fundraise

Questions

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Page 24: Getting Your Board to Fundraise

Thank  YouContact Linda at [email protected]!

www.lindalysakowski.com

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity