Festival 2015 - Desenvolvimento de Conselhos e Captação de Recursos
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Transcript of Festival 2015 - Desenvolvimento de Conselhos e Captação de Recursos
The Ideal Non-Profit Board: What it looks like, and what it does (and does not do)
Deborah San Roman, CFRE
Introduction
• What are the rules?• Who am I?• Who are you?• What do we want to accomplish
together today?
Objectives• Review the importance of the by-laws for
Board effectiveness• Understand the roles and responsibilities of a
non-profit Board.• Imagine the composition of the “ideal” Board.• Understand the principles of Volunteer
Management as they apply to the Board and fundraising
Consider the By-lawsThe Board of Directors
• Number of Board members• Committees• Term limits• Rotation• Recruitment• Leadership
Consider the purpose of a non-profit Board.
The purpose of the Board is to ensure the continuity and
permanence of the organization.
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Consider the responsibilities of the Board as a governing body
Board Source has identified 10 basic responsibilities of a non-profit Board.
Board Responsibilities1. Determine the Mission and purpose of
the organization.
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*Ensure that the mission is fulfilling an authentic, current community need.*Ensure that the Mission Statement is clear, concise, compelling and unique.
Board Responsibilities2. Select the Executive Director
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*Both a manager and a leader.*Represents the organization in the community*Is a strategic thinker*Understands the value of philanthropy
Board Responsibilities3. Support and evaluate the performance of the Executive Director
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*Allow the Director to “manage” the organization*Set clear objectives and measures of performance *Have a transparent review process
Board Responsibilities4. Guarantee an effective planning process for the organization
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*Create a strategic vision*Assess the organization and environment*Determine goals & objectives*Assist in implementation *Monitor the plan
Board Responsibilities5. Monitor and strengthen programs and services
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*Ensure that services are consistent with the mission*Monitor their effectiveness
Board Responsibilities6. Ensure adecuate financial resources
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*Have a financial plan*Diversify revenue streams*Give and help get donations.*Position a Culture of Philanthropy as an important organizational value.
Board Responsibilities7. Protect assets and provide proper financial oversight
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*Develop a budget*Ensure that proper financial controls are in place
Board Responsibilities8. Build a competent Board
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*Identify future leaders*Articulate prerequisites for candidates*Provide orientation for new members*Periodically and comprehensively evaluate their own performance
Board Responsibilities9. Ensure legal and ethical integrity
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*Ultimate responsibility*Compliance with all laws and regulations*Implementation of ethical practices in all areas of the organization*Avoid conflicts of interest
Board Responsibilities10. Enhance the organization´s public standing
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*Be able to clearly articulate the organization’s mission, projects, and needs*Be a passionate advocate*Garner philanthropic support
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Board member responsibilities
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•Understand and be able to communicate the Mission•Attend meetings and come prepared•Contribute to meetings by expressing points of view•Participate on a committee•Observe the environment and report info to the CEO
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Board member responsibilities
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•Enthusiastically promote the organization•Represent the organization in the community•Make a meaningful philanthropic contribution•Attend organizational events•Maintain the confidentiality of Board proceedings
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What Board members DO NOT do:
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•Manage the organization
•Exercise authority over employees other than the CEO
•Speak or make commitments for the organization
without authorization
•Recruit new board members
•Solicit donations without following procedure
• Speak negatively of the organization, Board, or CEO
•Divulge content of Board meetings
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The ideal Board has “Resource Diversity”
• Age• Gender• Economic capacity• Profession• Perspective
Board Source
• Resources (time, money, contacts, expertise)
• Ethnicity• Experience
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Fundraising and the Board• Give and get• Approve the Development Plan• Establish policies to guide the process• Recruit a CEO who is willing to
fundraise• Recruit Board members who are willing
to participate in the process.• Attend events• Evaluate implementation of the Development Plan
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The Development Committee• Give and get donations• Participate in the planning
process • Implement and evaluate activities• Identify, qualify, cultivate, and
establish relationships with prospects
• Solicit, thank, and steward donors• Share information with the
Development Office.
Volunteer Management• Define organizational needs• Determine the role of
volunteers• Recruit volunteers• Provide training• Support successful
performance• Recognize and show
appreciation
EXERCISE:Volunteer Management for Fundraising*List some jobs that volunteers can do to help achieve fundraising success:*Describe volunteers that can do these jobs:*What might volunteers want from this experience?*What to volunteers need to be successful at these jobs?*How can you support the success of the volunteers?*List some ways that you can recognize volunteer success:
ObjectivesReview the importance of the by-laws for
Board effectivenessUnderstand the roles and responsibilities of a
non-profit Board.Imagine the composition of the “ideal” Board.Understand the principles of Volunteer
Management as they apply to the Board and fundraising