Bringing Staff and Volunteers into Pick.Click.Give.

Pick.Click.Give

Bringing Staff and Volunteers into

Pick.Click.Give

Property of The Foraker Group 2013

Expectations of Time

• 30% Research

– Your Case

– Constituency identification

• 30% Relationships Building

– Education (mission connect)

– Communication

• 10% Request

– All ways: face-to-face, mail,

phone, web, events,

proposals

• 30% recognition / reporting

– Strategic and consistent

Relationship

Building

Request Recognition /

Reporting

Research

2

Development is a Team Sport

• Raising philanthropic gifts is a team

sport that requires participation at

every level of the organization.

Property of The Foraker Group

2013 3

Who Raises the Money

(Some Options) • Board of directors Governance and

Advisory – Board(s) as a whole

– Board Resource Development Committee • Various subcommittees of development committee

• Volunteers – Service on committees

• CEO

• Development staff

• All staff


2013 4

What Makes a Person Good at

Raising Money? (some options)

• Builds relationships (good listener) • Speaks from the heart, has commitment to

the organization (inspired by work and rooted in org. values)

• Able to communicate knowledgeably about organization

• Is honest • Demonstrated own financial commitment

to the organization • Willingness to ask • Others?


2013 5

What’s the Board’s Role in Fund

Development? 1. Governance/Administration

2. As Donors

3. As Development Volunteers

4. As Stewards of Organization’s

Future


2013 6

1. Governance/Administration

• Consider creating a governance section of your website where you can post your annual audit, 990s, etc. – Integrity

– Accountability

– Transparency

• Approve and align policies to match structure: – Gift Acceptance policy

– Investment policy

– Financial management oversight

• Consider other ways to show that the organization is a good steward of people’s money


2013 7

1. Governance/Administration

• Ensure fiscal integrity and health – Active Board

– Active Finance Committee

• Provide Leadership – Successful organizations have a

champion on the board who believes that fundraising is about mission-based relationships!


2013 8


2013

2. As Donors

• Goal: 100% annual financial board giving

• Ask your board to model behavior by

using Pick.Click.Give as a tool for

their giving.

– Celebrate their participation!

9

3. Development Volunteers

• Goal: 100% participation in raising

money

– There is a role for everyone in the

process


2013 10

Options for participation: • Call prospects/donors and ask them to use pcg for their

giving

– Develop a script for callers based on their story.

• The script should be short, as personalized as possible, (like

thanking for past donations) and ask them to take action through

pcg

– Ask each board member to know their own story about why

they give

– Have a list of common questions about your organization and

Pick.Click.Give., so callers have responses ready if needed.

– Be sure callers understand that people can go back online and

participate in Pick.Click.Give. after they filed for their PFD.

– Have a timeline for calls to be completed.

– Strive to not call during mealtimes, or too late at night.

– Be sure to thank people for their time.

Property of The Foraker Group 2013 11

Options for participation:

• Include PCG in the whole teams’

electronic signature

• Add a PCG link to your homepage

• Promote through social media channels

• Include a story of impact in your next

newsletter

• Send a personalized note from a

member of your board to the 100 names

in your data base with the most potential



• Write a short notice on your

participation in Pick.Click.Give. and

send to everyone on your list.

– Describe the importance of their impact

on the organization

– Provide that web link www.pfd.alaska.gov

– Send via email and or snail mail, social

media


http://www.pfd.alaska.gov/


• Have the board and staff set a goal

based on dollars and/or the number of

donors.

– To set a goal, look at last year’s results.

– Publicize the goal with everyone that

works with or is solicited by your effort.


4. Stewards of Organization’s Future

• Participating in Strategic, annual and

fund development planning and

approval


2013 15


2013

People Are Successful in Raising

Money When: • We all agree that there is a place for

everyone at the table

– Draw on existing skills

• Tasks are small and easy

• Within comfort zone

• In time frame

• The expectation to participate is clear

• Have an impact on the organization- It can’t be about the obligation

16


2013

Who else is on our team?

17

Myth Busting

• Development staff, because it is their job, are more effective in asking. – Board members bring special passion and

perspective as a peer – they are more credible to many prospects because it is not their paying job

• Avoiding this mistake: – Volunteers/Board are just as effective

especially in a team – No matter how skilled the development officer

is, s/he should engage board members in certain asks

– Be confident that what a volunteer/board member represents is important to the donor


2013 18

Role of Staff & Consultants

• Empower volunteers (tools/ support)

• Lead while appearing to follow

• Provide opportunities for meaningful work

• Provide appropriate information

• Provide adequate orientation/training

• Provide job descriptions

• Provide evaluation/feedback


2013 19

What are you looking for on your

team?

• Evidence of shared values

• Existing relationship with the organization

• Skill set that fits organization’s need

• Someone willing to give the time/energy/financial resources


2013 20

Empowering the Volunteer

• Give them a job description.

• Make sure it’s a job are willing to

take.

• Provide orientation, training &

support.

• Thank them.

• Provide feedback and recognition.


2013 21

1/11/2014 Property of The Foraker Group 2006

Team Effort: Board/Volunteer and Staff BOARD/VOLUNTEER

• 100% participation – Strategy/Asks/Thanks

• 100% annual giving

• Draft/Approve/enact the plan

• Draft/Approve/enact policies

• Be a conduit- build relationships

• Keep mission, values focus

• Be an advocate

• Be an ambassador

• Have fun

STAFF • 100% participation

– Coordinate the efforts – Break tasks into doable pieces

• Staff -board committees • Draft/enact the plan • Implement policies • Create procedures • Be a conduit- build

relationships • Keep mission, values, focus • Be an advocate • Write copy (letters, grants,

acknowledgment, reports) • Maintain data • Keep it manageable • Keep it fun

For More Information

www.pickclickgive.org

Contact Us, Search function, information for donors and organizations

www.forakergroup.org [email protected]

(907) 743-1200 • toll-free (877) 834-5003

Educational Opportunities, Organizational Development, Shared Services, Advocacy


http://www.pickclickgive.org/

http://www.forakergroup.org/

mailto:[email protected]

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