EXPECT THE BEST. Canadian Accredited Independent Schools The Governance of Fundraising.
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Transcript of EXPECT THE BEST. Canadian Accredited Independent Schools The Governance of Fundraising.
EXPECT THE BEST.
Canadian
Accredited
Independent
Schools
The Governance of Fundraising
• Review the key principles for effective major gift fundraising and explore ways the Board can promote it.
SESSION GOAL
GIVING PYRAMID
Giving combined with social,symbolic, periodic, being part of
community.
CHART OF FUNDRAISING PYRAMID
THE DONOR CYCLE - FOR AN INDIVIDUAL
2%
THE FOUR RIGHTS
Before the Ask, ensure 80% certainty of:
- Right People - Right Timing - Right Project - Right Amount
School Priorities
DonorPriorities
DonorPriorities
• What attributes, approaches, resources, and structures should Boards apply to maximize major
gift fundraising?
GENERATIVE QUESTION
LEADERSHIP/MAJOR GIFT FUNDRAISING
SWITCH: HOW TO CHANGE THINGS WHEN CHANGE IS HARD
By: Chip Heath & Dan Heath
Leadership Engagement
Vision
• Direct the Rider• Motivate the Elephant• Shape the Path
RIDING THE ELEPHANT
Exercise - Create a top ten for each of the following
1. Direct the rider - “A plan worthy of my
investment will possess....”
2. Motivate the elephant - “I am more
motivated to give when I feel....”
3. Shape the path - “the likelihood of me
making a meaningful gift increases when the
following situations are created....”
• A clear, bold, compelling and achievable vision (most important).
• A believable, logical place in the larger vision (best practices).
• An integrity based on the careful steps outlined and researched.
• A confidence in the people and process that created the plan.
• A confidence born of previous achievements.
A PLAN WORTHY OF MY INVESTMENT WILL POSSESS...
• A previous assessment of the strengths and weaknesses.
• A comparative assessment of position with competition.
• An indication of metrics to be used to measure success.
• A proven commitment to follow-through.
• A commitment to making strategic choices.
A PLAN WORTHY OF MY INVESTMENT WILL POSSESS...
• I feel proud to be backing a winner.
• I feel part of a team; “all shoulders to the wheel.”
• My gift reflects my interests and the way I want to add value.
• My leadership is recognized and inspires others.
• I know my gift is deeply appreciated. I am reminded
constantly of the difference my gift makes to the lives of
students.
I AM MORE MOTIVATED TO GIVE WHEN...
• I have a say in where the school is headed.
• I am updated regularly.
• My time is respected - efficient use is made of it.
• I enjoy and respect the people with whom I associate.
• I learn from my experience.
I AM MORE MOTIVATED TO GIVE WHEN...
SHAPING THE PATH PYRAMID
Foundation Board/TrusteesSchool Board/Trustees
Board Committee for planning/implementation• special advisory group• campaign cabinet• Ad hoc committee
Opportunity to respond individually to planning documentMeaningful interactions with• students* Head/Chair
Guest speaker: Host, organize, lead events
Systematic and regular communications
Ownership
Support
Engagement
Participation
Awareness
The likelihood of me making a meaningful gift increases when the following situations are created...