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Create a Fundraising Action Plan for Your Board Members And Put Them to Work Where You Need Them

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. Agenda. Your own work first – get yourself ready Five steps to put them to work where you want them

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Create a Fundraising Action Plan for Your Board Members And Put Them to Work Where You Need Them

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  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 Think:Fundraising = Begging

  12. 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

  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 ProcessPlenty 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 • It’s 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 Board’s 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? What’s working and what’s 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? Let’s 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@gailperry.comwww.gailperry.com

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