Pursuant Webinar: Creating a Culture of Philanthropy
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Transcript of Pursuant Webinar: Creating a Culture of Philanthropy
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Creating a Culture of Philanthropy
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Welcome!
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Tweeting?
@pursuant#pursuantwebinar
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Webinar housekee
ping We’ll be doing polls and taking questions
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Founder: Girlstart
VP Training, Pursuant
Featured on: Oprah, CNN, the Today Show
AFP Outstanding Fundraiser of the Year
[email protected]: @rachelmuir(214) 866.7747
Your speaker
Rachel Muir, CFRE
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Programs and development had a crappy divorce and they’re only speaking to
each other because of the kids.”“
Alia McKee, Sea Change Strategies
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Is the bond broken or hanging on by a thread?
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Is this you?
Siloed or competing to meet your fundraising goals?
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Funder goals vs client needs
Funder goals vs client needs
That’s my donor! Hands off!
That’s my donor! Hands off!
Programs that are deep vs
broad
Programs that are deep vs
broad
“Everyone’s funding X!”
“Let’s change!”
“Everyone’s funding X!”
“Let’s change!”
Established vs entrepreneurial
Established vs entrepreneurial
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Whose donor is it?
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Poll: What’s your biggest challenge?
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What is a Culture of Philanthropy?
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Mission is focus. Fundraising is valued.
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We embrace that we all play a role in fundraising
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We’re all on the front lines together.
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We need each other.
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What makes power couples powerful? .
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Respect & understand different needs.
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Programs
May not know donorsMay feel intimidated by donorsCan feel at the whim of “cause du jour”Lives the “what”and the “how”
You told a donor we’re going to do WHAT?
Felix, gimmie a story that’s a tear jerker.
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I was once in your shoes.
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Our courtshi
p
We speak programs.
We speak CEO.
We speak fundraising.
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How we turned it around
Brought in a trainer
Filtered decisions through mission & core values
Explored myriad program benefits
Celebrated gifts, wins & encouraged storytelling
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Don’t ask programs for
stories.
Ask them
questions.
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Source: Boring 2 Brilliant, Author Lori Jacobwith
Who did you turn away?
What made them come to us for services? What are we able to do for them? What are we not able to do for them?
Is there anyone you met lately that made you feel so proud we exist?
Get programs talking!
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How Girlstart gathers stories
Programs authors
blog posts
Surveys
Social media Interview &
video volunteers
Application
questions
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5 things development can do
Steward program staff like donors
Build development plan with programs input
Sit in program planning meetings
Shadow programs in field
Prepare program staff (donor cheat sheet)
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5 things programs can doGive development program cheat sheets
Tell development who clients are
Shadow development on an ask
Build donor showcase into program events
Sit in on development planning meetings
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5 ways for leadership to create a culture of philanthropy
Put development goals in staff evaluations
Put development goals in staff evaluations
Reward assists and points
scored
Reward assists and points
scored
Celebrate what you want more
of
Celebrate what you want more
of
Articulate in handbook, interviews
Articulate in handbook, interviews
Set a model example
Set a model example
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Reinforce your mission within your
walls
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Poll: What is your greatest obstacle to
building a culture of philanthropy?
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How will we know we’re there?
Everyone is willing to do what it takes regardless
of their role
Everyone is willing to do what it takes regardless
of their role
Everyone knows “the story” and case for giving
Everyone knows “the story” and case for giving
Donors visits are welcomed
Donors visits are welcomed
Everyone understands the importance of
each department
Everyone understands the importance of
each department
Everyone is fluent in
programs and development
Everyone is fluent in
programs and development
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Questions?
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Did you know Pursuant offers classroom and custom training?
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Join us: Fearless Fundraising Training Aug 19th
The Art of the Ask
How to Build a Portfolio
How to Qualify, Retain & Upgrade Donors
How to Tell Your Story
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Join us for training, Aug 20 or Sept 17th
Earn CFRE credit