Board Ambassadors: Ensuring Necessary Resources
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Transcript of Board Ambassadors: Ensuring Necessary Resources
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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
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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
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A LITTLE ABOUT YOU
Question/concern
about board
fundraising?
Why did you join
the board?HI!
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ROLES & RESPONSIBILITIES
Set Organizational Direction
Provide Oversight Ensure Necessary Resources
*BoardSource
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HATS WE WEAR
Legal AmbassadorVolunteerConnections
Resources
Communications
Duty of Care
Duty of Loyalty
Duty of Obedience
Board works for staff
Avoid micromanagement
*BoardSource
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ENSURE NECESSARY RESOURCES
CEOBoard Members
Supporters
PoliciesPlanning
Board Giving
ProspectingCultivation
Stewardship
*BoardSource
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THE “F” WORD
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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
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FUND DEVELOPMENT
Diversity is key
Individuals
Membership
Special events
Foundation grants
Government grants
Corporate sponsorship
Earned income
Service clubs
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FUNDRAISING BY THE NUMBERS*
*Giving USA 2014
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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
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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.”
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FUNDRAISING PROCESS
PROSPECTING Identification Preparation
CULTIVATION Build the Relationship
Engage the Donor Ask for the Gift
STEWARDSHIP Recognition Reporting Communicating Engagement
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Yes,butnotthatmuch
No
3 POSSIBLE OUTCOMES
YES!!
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FUNDRAISING BY TIME
Involve & Engage Donors25%
Identification of Prospects
20%Educate & Cultivate
25%
Ask for Gifts5%
Thanks & Recognize
25%
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QUESTIONS?
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GIVING MOTIVATIONS
* Kay Sprinkel Grace
Philanthropy
Connection
Concern
Capacity
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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
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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
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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
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100% BOARD GIVING
Board Giving Commitment
Open Ended
Flexible
Specific 0%10%20%30%40%50%60%70%80%
68%74%
46%
BoardParticipationinGiving
*BoardSource
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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
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FUNDRAISING POLICIES
• Gift acceptance policy
• Personal giving policy
• Ethics statement
• Letter of commitment
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UPCOMING WEBINARS
Shared Leadership Between Board & Staff
November 15, 2016
12:00 – 1:00 p.m. Mountain
FINAL WEBINAR!
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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
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Emily Davis, MNMPresident, Emily Davis Consulting
Senior Governance Consultant, BoardSource(720) 515-0581
emilydavisconsulting.com