michigan casa - fundraising with a board of directors

Sigrid Valk-FeeneySigrid Valk-FeeneyBoard President, CASA of Kent CountyBoard President, CASA of Kent County

Suzanne GreenbergSuzanne GreenbergPresident/CEO, CAN Council Saginaw CountyPresident/CEO, CAN Council Saginaw County

Ryan Fewins-BlissRyan Fewins-BlissBoard of Directors, Michigan CASA, Board of Directors, Michigan CASA,

November 11, 2011November 11, 2011

““Exceptional boards link bold Exceptional boards link bold visions and ambitious plans visions and ambitious plans

to financial support, to financial support, expertise, and networks of expertise, and networks of

influence.”influence.”

- THE SOURCE 12- THE SOURCE 12Board Source, Twelve Principles of Governance That Power Board Source, Twelve Principles of Governance That Power

Exceptional BoardsExceptional Boards

Michigan CASA Conference Michigan CASA Conference November 11, 2011November 11, 2011

How to create aWorking Board

Create a Cross-Functional BoardCreate a Cross-Functional Board Make Sure Potential Board Members Are Make Sure Potential Board Members Are

Committed To The MissionCommitted To The Mission Every Board Member Must Accept Every Board Member Must Accept

Fundraising Responsibilities and Fundraising Responsibilities and Contribute PersonallyContribute Personally

Monitor the ResultsMonitor the Results


Creating A Creating A Cross-Functional BoardBoard


Board Connections


Board Demographics


Committed to the Mission

Have board candidates work on Have board candidates work on committees as volunteerscommittees as volunteers

Suggest the donation level the Board Suggest the donation level the Board Member must give. (If a Board Member must give. (If a Board Member is not invested in the Member is not invested in the mission--why should a potential mission--why should a potential donor?)donor?)


Monitor the Results

Use a performance monitoring tool.Use a performance monitoring tool. Hold committees accountable for Hold committees accountable for

their performance (even volunteers). their performance (even volunteers).


Donor Development Committee S. Valk-Feeney B.

Lassiter G. Pasi G. Ross & S. Brasic

$25k from Major

Donors

Create Major Donor Process (did not

complete training)

Still working on process

Still working on process

N/A N/A

Annual AppealSend out Year end

AppealSent out Year End

Appeal N/A N/A

Event Committee T. Sheridan S. Brasic D. Lockhart

B. Granger & Volunteers

Events yield 50% of total budget ($150k)

House Party $XX House Party $XX House Party $XX N/A N/A

Celebration of the

Grand $1,200Celebration of the

Grand $800N/A N/A N/A

Table Hosted Event

$XXTable Hosted Event

$XXTable Hosted Event

$XXN/A N/A

Avg 2011

Responsibility Y-T-D Target 2010 2009 2008 2007 2006


Accomplishments 19791979 New organization/volunteer onlyNew organization/volunteer only 19951995 $40,000 and 2 part-time staff/

20 volunteers20 volunteers 20112011

$1.2 million and 15 fte and 3 pt $1.2 million and 15 fte and 3 pt staff/staff/

3 Ameri Corps3 Ameri Corps

350 active volunteers (inc. 80 350 active volunteers (inc. 80 CASA)CASA)


““The most important thing is to The most important thing is to keep the most keep the most important thing, thing,

the most important thing.”the most important thing.”

- Dan Clark, Author- Dan Clark, AuthorChicken Soup for the SoulChicken Soup for the Soul


Are We Having Fun Yet?


Your Team RRecruit with determinationecruit with determination OOrientation—important!rientation—important! UUtilize—what do they like to do?tilize—what do they like to do? NNurture—can’t over appreciate!urture—can’t over appreciate! DDetermine culture—your sandbox?etermine culture—your sandbox?


Recruiting Your Team

Be determined What do you need? Are you fun to dance with? No begging!


Orienting Your Team

Historical perspective—staff/tourHistorical perspective—staff/tourKnow your board/volunteersKnow your board/volunteersMeet them where they areMeet them where they areJobs for everyoneJobs for everyoneDon’t minimizeDon’t minimize


Utilizing Your Team

Take a look at needs/new ideas Listen, listen, listen! Write it down! Seek new team members all year

long!


Nurturing Your Team

Thank you’sThank you’s Formal letter within 24 hours/with noteFormal letter within 24 hours/with note Handwritten note from key personHandwritten note from key person If possible, thank in person!If possible, thank in person! Public in newsletters, letter to editorsPublic in newsletters, letter to editors Most important---know your board Most important---know your board

members!members!


Define Your Team Culture

Are you ready to dance?Are you ready to dance? Can your board work hard and have fun?Can your board work hard and have fun? Is the community committed to supporting the Is the community committed to supporting the

agency’s mission, not just a board member?agency’s mission, not just a board member? Does your infrastructure support the board---Does your infrastructure support the board---

staff, by-laws, and insurance?staff, by-laws, and insurance? Are you focused on the most important thing?Are you focused on the most important thing?


Board Member Concepts

Publicity & Social Media ImageContact with People CredibilityEducation MotivationIncreased Commitment

Good Community RelationsPartnership with other Nonprofits


Example Board Activities• Always the Ambassador/Constant CultivationAlways the Ambassador/Constant Cultivation• Hosting a meal for potential donorsHosting a meal for potential donors• Hosting a prospect at an organization eventHosting a prospect at an organization event• Ask for input from the communityAsk for input from the community• Thank your donorsThank your donors• Representing the organization to other Representing the organization to other

connections connections • Rotary, Kiwanis, Chamber of CommerceRotary, Kiwanis, Chamber of Commerce


Final Thoughts Tap Into Your Passion & Share ItTap Into Your Passion & Share It ALWAYS Remember WHYALWAYS Remember WHY you are doing the you are doing the

workwork Create opportunities for board to buy-inCreate opportunities for board to buy-in You can do a lot with little resourcesYou can do a lot with little resources HAVE FUN !!!!!!HAVE FUN !!!!!! Any [email protected]


michigan casa - fundraising with a board of directors

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