involving your board members in fundraising from day 1
TRANSCRIPT
Involving Your Board Members in Fundraising
From Day 1
1pm Eastern
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Before we get started »
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Our guest presenter »Kathy Wright, MHR, CPC, ELI-MP
• Executive and Leadership Coach • Chief Operating Officer,
Institute for Conversational Fundraising
• 30+ years experience • Former ED, DD and Board
Member • Consulting since 1995 • Founded Two Roads Institute
in 2001
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andHappy Spring!
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A Conversational Approach
Involving Board Members in Fundraising—From Day 1
Bloomerang Webinar
April 20, 2017
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Kathy WrightMHR, CPC, ELI-MP
▪ Leader▪ Speaker▪ Facilitator▪ Book Editor▪ Writing Coach▪ Executive Director▪ Development Director▪ BBA-Management-UW▪ Certified Professional Coach▪ MHR-Organization Development-OU▪ Energy Leadership Index Master Practitioner▪ COO, Institute for Conversational Fundraising
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• Energetic Approach - Mindset
• Planning/Preparation
• Steps for Board Member
Involvement
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Involvement in Fundraising
1. All
2. Some
3. One or two
4. None
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Part 1: Energetic Approach to
Board Involvement
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Level Core Thought Belief
1
2
3
4
5
I lose
I win, You lose
I win, hope you do
You win
We both win
Victim
Fighter
Rationalizer
Caregiver
Opportunist
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Level 1: Victim
I lose
Our board members never
help with fundraising. Why
even bother asking them.
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Level 2: Fighter/Conflict
You lose
They either help with
fundraising or they’re
off the board.
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Level 3: Rationalizer
I win, hope you do
Our board members have to do
something to help.
They don’t have to like it.
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Level 4: Caregiver/Concern
You Win
I know fundraising can be
intimidating for board members.
If you don’t want to, that’s OK.
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Level 5: Opportunist
We both win
Let’s work together to see where
you are comfortable and how I can
equip you to help us all do a better
job at fundraising.
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Poll 2- Your current energy level
toward board members & fundraising
1. Victim
2. Fighter
3. Rationalizer
4. Caregiver
5. Opportunist
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Part 2: Planning and Preparation
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Making the Case for Board
Involvement in Fundraising
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• Case Statement for the “project”
– What is the need
– Why their help is important
• Outline specific needs
• Who does the “asking”
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• Case Statement for the “project”
– The need
• Assumptions
• Expectations
– Why is their help critical
• The Mission
• Their Role
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• Outline Specific Needs
– Expectations of service
• Board member agreement
• Personal financial contribution
• Other
– Board member involvement
• Organization specific
• Higher levels of involvement
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• Who Does the Asking
– Call team
• ED/DD
• Peer-already involved
– Peer
• Board chair
• Development committee
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Part 3: The Ask
forBoard Member Involvement
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• Arrange for the meeting
• Present the case
• Show the “involvement” chart
• “Ask” for their level of involvement
• Follow through with their wishes
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Board Member Involvement Chart
Asks-Face to Face
Introductions-Face to Face, Phone or email
Actively Attend Events-Cultivation, Appreciation, Fundraising
Minimum Fundraising InvolvementMake a Personal Financial Contribution, Lend your name to appeals
Speak to Donors/Prospects-Thank you calls, Speak on behalf of organization
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We always find what we’re
looking for . . . or less– Kent Stroman, CFRE(founder, Institute for Conversational Fundraising)
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ConversationalQuestions
1. What is your biggest obstacle in
fundraising as a board member?
2. How can I support you in your
involvement in our fundraising?
3. If you were adequately informed and
equipped about our fundraising
process, where could you see
yourself being involved?
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ConversationalQuestions
4. What could get in the way of your
involvement in fundraising at that
level?
5. What would be the best way for us to
work together to raise funds for our
organization?
6. When can you get started?
continued…
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• Mindset of opportunity
• Plan and prepare for success
• ASK for their involvement
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The results are rarely better
than the plan.– Kent Stroman
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Board Member Involvement Chart
Asks-Face to Face
Introductions-Face to Face, Phone or email
Actively Attend Events-Cultivation, Appreciation, Fundraising
Minimum Fundraising InvolvementMake a Personal Financial Contribution, Lend your name to appeals
Speak to Donors/Prospects-Thank you calls, Speak on behalf of organization
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Kent Stroman at AFP
“Fundraising Events & Major Gifts: How
Do We Get From One to the Other?
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Thank you for your kind attention!
I wish you every success when
Involving Board Members
in Fundraising!
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Our mission: Equipping leaders to dramatically
transform their fundraising results.
We achieve this through:
• Seminars
• Board retreats
• Team workshops
• Leadership coachingand …
Contact me: [email protected]
918-214-4321
Questions?
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The Intentional Board: Why Your Board Doesn’t Work and How to Fix It
Thursday, May 11, 2017 – 1pm Eastern
Kent Stroman
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