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The Great Paradox: The Board and Its Fundraising Role September 11, 2012

The Great Paradox: The Board and Its Fundraising Role September 11, 2012. @Deirdre_Maloney. Let’s Begin…. …With the Vision. Our Board Will…. Understand its Fundraising Role…. …Embrace its Fundraising Role…. …Be Good at its Fundraising Role…. …Like its Fundraising Role….

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The Great Paradox: The Board and Its Fundraising Role September 11, 2012

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  1. The Great Paradox:The Board and Its Fundraising RoleSeptember 11, 2012

  2. @Deirdre_Maloney

  3. Let’s Begin… …With the Vision

  4. Our Board Will…

  5. Understand its Fundraising Role…

  6. …Embrace its Fundraising Role…

  7. …Be Good at its Fundraising Role…

  8. …Like its Fundraising Role…

  9. The question that gets stuck in our collective throats…

  10. What Most People Feel (including fundraisers)

  11. Why is the ask so hard?

  12. Because… -Money is a touchy subject -Brought up with beliefs -Personal -Awkward -Value of our worth -Fear of rejection -Want to be liked

  13. What was your first lesson?

  14. And yet we believe...-They’ll be better at it-They’ll get it-They’ll like it

  15. The Harsh TruthBoard Members will not like raising money-from friends or otherwise-any more than you do

  16. Does not mean a free pass

  17. How do you create a board fundraising strategy and execute it?

  18. Step #1Understand the Reality

  19. Step #2: Explore All Roles -Giving -Connections -Event attendance and participation -Site visits -Donor engagement -Appreciation/Letters The most important ambassador!

  20. Step #3: Determine Concrete Expectations -Giving -Getting -What counts -The amount -The time period -Event participation

  21. Step #4: Put it in Writing -Job description -Recruitment/orientation materials -Board policies Recruit accordingly… and …Avoid exceptions!

  22. Step #5: Tell Them -Before the vote -Before their first meeting -Ongoing reminders -Anytime there’s a change Energy begets energy…no apologies!

  23. Step #6: Educate Them -Role as fiduciary -Give and/or get policy -Expectations -Importance of 100% board giving -About fundraising strategies -How to engage/ask

  24. Step #7: Inspire Them -Organizational impact -The cause -Stats -Stories -Visits from those you touch

  25. Step #8: Equip Them -Nametag -Tchotchkes -The elevator pitch

  26. Step #9: Thank Them -For trying -For succeeding -Celebrate wins!

  27. Questions?

  28. A Few Tricky Issues…

  29. #1:The Give and Get

  30. #2:Getting Connections

  31. #3:Monitoring/Accountability

  32. A Few Words of Warning…

  33. Do not try to fix a budget problemby bringing on new board members

  34. Know your fundraising place…No. New. Golf. Tournaments.

  35. No Scapegoating

  36. Time to roll up your sleeves…

  37. Questions?

  38. Introducing…

  39. …The Mission Myth!

  40. Momentum San Diego www.makemomentum.com Deirdre@makemomentum.com 619-209-7749

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