HABITAT FOR HUMANITY COLORADO

INVESTING IN LEADERSHIPBOARD OF DIRECTORS LUNCH & LEARN WEBINAR SERIES

BOARD AMBASSADORS: ENSURING NECESSARY

RESOURCES

Emily Davis, MNM

President, Emily Davis Consulting

Senior Governance Consultant, BoardSource

October 4, 2016

WEBINAR LOGISTICS

• Everyone is muted to cut down on background noise

• Enter questions and comments in the chat box

• Pause for questions

• Recording available following webinar

A LITTLE ABOUT YOU

Question/concern

about board

fundraising?

Why did you join

the board?HI!

ROLES & RESPONSIBILITIES

Set Organizational Direction

Provide Oversight Ensure Necessary Resources

*BoardSource

HATS WE WEAR

Legal AmbassadorVolunteerConnections

Resources

Communications

Duty of Care

Duty of Loyalty

Duty of Obedience

Board works for staff

Avoid micromanagement

*BoardSource

ENSURE NECESSARY RESOURCES

CEOBoard Members

Supporters

PoliciesPlanning

Board Giving

ProspectingCultivation

Stewardship

*BoardSource

THE “F” WORD

WHAT IS FUNDRAISING?

• Investment in a mission

• Improves capacity for impact and

change

• Build relationships – “Friend”raising

• Not begging for money

• People are not ATMs

FUND DEVELOPMENT

Diversity is key

Individuals

Membership

Special events

Foundation grants

Government grants

Corporate sponsorship

Earned income

Service clubs

FUNDRAISING BY THE NUMBERS*

*Giving USA 2014

DONORS & GIVING

BEQUESTS/PLANNED GIFTS

MAJOR GIFTSCapital campaigns

Endowment campaignsSpecial events

ANNUAL GIVING Annual campaigns

Special eventsDirect mail

Online givingMembership programs

ONSITE/FIRST TIME GIFTSNewslettersVolunteerismSocial media

Peer-to-peer giving

New gifts

Annual donors

Midsize donors

Major donors

Planned giving

NEXT GEN PHILANTHROPY

ValueImpact Volunteerism

“Give us a clear call to

action. Let’s problem-solve

together. Tell us what you

are working on and let’s

work on this together.”

FUNDRAISING PROCESS

PROSPECTING Identification Preparation

CULTIVATION Build the Relationship

Engage the Donor Ask for the Gift

STEWARDSHIP Recognition Reporting Communicating Engagement

Yes,butnotthatmuch

No

3 POSSIBLE OUTCOMES

YES!!

FUNDRAISING BY TIME

Involve & Engage Donors25%

Identification of Prospects

20%Educate & Cultivate

25%

Ask for Gifts5%

Thanks & Recognize

25%

QUESTIONS?

GIVING MOTIVATIONS

* Kay Sprinkel Grace

Philanthropy

Connection

Concern

Capacity

SHARED LEADERSHIP

BOARD LEADS

SHARED LEADERSHIP

ED LEADS

Strategic Plan

FundingStrategies

EvaluationBoard

Meeting Prep

Policy Questions

Staff Hiring &

Oversight

Develops, Implements, &

Oversees Programs

Chief Fundraiser

Operations Reporting

Create & Review Policy

ED Hiring & Oversight

Connections to Funding

Financial Due

Diligence

Board Recruitment & Retention

*BoardSource

FUNDRAISING ROLES

EXECUTIVEDIRECTOR

Chief Fundraiser

Media Spokesperson

Fundraising Planning

Board & Staff Liaison

DEVELOPMENT STAFF

Fundraising Strategy

Moves Management

Identify/Communicate

Needs

BOARD OF DIRECTORS

Connect to Funding

Make Gifts

Policies

FUNDRAISING COMMITTEE

Board & Staff Liaison

Staff support on specific

efforts/campaigns

*BoardSource

ASK THE RIGHT QUESTIONS

What is our capacity? What does success look like? What matters the most to us?

How does this serve our mission? How does it fit our strategic goals?How might this be a challenge for us?

Why is this important right now? Why should we consider other options? Why is this relevant to our stakeholders?

*BoardSource

100% BOARD GIVING

Board Giving Commitment

Open Ended

Flexible

Specific 0%10%20%30%40%50%60%70%80%

68%74%

46%

BoardParticipationinGiving

*BoardSource

BOARD ROLES*

Connector• Meeting & engaging with people

Storyteller• Illustrating the work in a compelling way

Visionary• Making the case for the future

Closer• Asking for specific support or involvement

*Creation in Common

FUNDRAISING POLICIES

• Gift acceptance policy

• Personal giving policy

• Ethics statement

• Letter of commitment

UPCOMING WEBINARS

Shared Leadership Between Board & Staff

November 15, 2016

12:00 – 1:00 p.m. Mountain

FINAL WEBINAR!

RESOURCES

• Association of Fundraising Professionals

• Council of Nonprofits

• A Fundraising Guide for Nonprofit Board Members

• Nonprofit Board Answer Book

• Creating Caring and Capable Boards

• 10 Basic Responsibilities of Nonprofit Boards

• The Nonprofit Policy Sampler

Emily Davis, MNMPresident, Emily Davis Consulting

Senior Governance Consultant, BoardSource(720) 515-0581

emily@emilydavisconsulting.com

emilydavisconsulting.com