Girls Inc Atlanta.Keo

Serving MoreDoing More

The Roles of the Board

Agenda

• Where we are going• Attracting influential

and affluent potential board members and donors– The process– Our roles– What about the

economy

• Recruiting a strategically composed board– Attributes– Deep engagement– Powerful stewardship– Philanthropic

investments– The recruitment

conversation

• Moving forward

Job #1 – Mission, Vision, Values• Know the vision and Girls Inc “story”• Be able to tell, with passion• Be authentic, underpin with values• Concrete examples, stories, statistics, third party endorsements• Focus on impact and outcomes

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How Can We Help You?

• Make the vision and story your own

• Increase comfort in sharing it

Attracting Affluent and Influential Others

As donors, champions, potential board members

Fill the Funnel Before the Pipeline!• Share the message with

as many people as possible– One-on-one– Small gatherings– Large events– Various media– In the elevator!

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Communicate and Engage**”Forces of Good”

The Power of “Vision Meetings”

Mission Vision Values

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A Word About the Economy

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Navigating This Downturn**“When Growth Stalls”, Olson, von Beven, HBR March 2008

Strategic Factors – 70%

Organizational Factors – 17% Factors within your

control87%

Economic Downturn – 4%

Factors outside

your control

13%

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Suze Orman

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Still Giving But to Fewer**Forbes Magazine Interview with Financial Advisors.2.16.09

• Taking a wait and See• Sticking with existing

partnerships• Focusing on values and

alignment• Seeking leverage and

collaboration• Desire impact and

meaning• Looking for transparency

and accountability• Want hands on

engagement

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Job #2 -- Investing

• Giving stretch gifts annually and joyfully– 20%+ of philanthropy goal

• Giving to special campaigns and initiatives– 35%+ of goal

• Increasing gifts over time• Including all decision makers• Providing feedback

Counter Gloomy Media Messages

• The media is reporting drops in giving and that affects our donors

• Counter with donor to donor messages about “Why I’m still giving”

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Business Week™When Service Means Survival

• Flex your workforce• Spoil your best staff• Invest in simple technology• Baby your best customers“Shifting resources from acquiring

new customers to keeping old ones”

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Recession Proof Your Fundraising *Seizing the Day in Slippery Times- New York Times 5.21.08

1. Coddle your best “customers”

2. Stay in contact3. Stand out from the

pack4. Be flexible5. Stay visible6. Diversify7. Look after your best

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“WOW” Experiences

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Some Things in Your Control!**Leadership, March 2008

1. Remember that the downturn won’t last2. Encourage optimism3. Ask better questions4. Risk still works5. Celebrate success6. Invest in top 5%7. Time for fresh ideas

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4 to 11 Times More to AcquireThan Keep Old Friends

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Stewardship is a BIG Answer!

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Accountability• Spending as agreed• Documenting accurately• Managing wisely

Acknowledgement • Within 24-72 hours• Reiterating “The Promise”

Recognition • In a way that is appropriate• And personally meaningful

Impact • Demonstrating the significance and impact• Providing JOY!

Attributes?

Attributes

• MUST HAVE– Integrity– Intelligence– Passion for mission– Generous donor– Personally philanthropic– Understands

philanthropy’s role– Informed ambassador

• IMPORTANT– Strategic thinker– Participate in FD– Network– Capacity to invest

• HELPFUL– Experience board

member– Diversity– Expertise– Political connections

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What Makes a GREAT Prospective Donor?

• What are we looking for in order to QUALIFY?

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What Makes a GREAT Prospective Donor

• Current donor• Frequent donor• Generous donor• Philanthropic• Affinity for cause• Degrees of separation• Capacity to give

Creating A World Class Board©

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High-level Engagement

Solicit

Steward

Enter the Board Candidate Pipeline

Vet the CandidateRecruit to Board

Orient to Board with on-going mentoring

Educate, Engage, Steward

Year-End Discussion and Solicit

Fill the funnel before the pipeline

Vision meetings & other engagement

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Deep Engagement• Engaged

households of average citizens give 38% more than non-volunteering households*

*National Speaker at 2008 ES Conference

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$200k+ Salary, $1M Liquid Assets* *Bank of America, University of Indiana 2009

• 98.2% gave – 70% of all

Americans• $80,249 average– 9% of income

• $855,200 average of wealthiest ($5m+)

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Factors**Bank of America, University of Indiana 2009

• Attending religious services

• Volunteering

• Using professional expertise

• Engaging children in philanthropy

• $111,137– $76,112

• $124,267– $35,127

• $158,194

• $243,935– 3x as much as those

who did not

Artfully Asking to Invest in Our Girls

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Job # ThreeFundraising

• Be accountable, transparent, prudent,• Be in contact – – LET DONORS KNOW THAT THEIR GIFTS MADE A

DIFFERENCE!• Help identify and engage prospective donors• Invest in the philanthropy office• Ask others to join you

Your Role

• I Believe• I Support• Please join me!

The Recruitment Conversation

Final Vetting

• Do they meet all of the MUST HAVES?

• Many of the IMPORTANT?

• Some of the HELPFUL?• Do they know several

board members?• Will they fit in?• Will other decision

makers support them?

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The Seven Sins of Trusteeship* *Jerry Panas

1. Acceptance without Commitment2. Membership without Attendance3. Affiliation without Dedication4. Meetings without Participation5. Decisions without Integrity6. Involvement without Advocacy7. Identification without Giving

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Job #4 -- Governance• Governor from strength• Think strategically• Manage for results• Own the outcomes

Will the candidates beGood governors?

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Artfully Asking With Dignity

• In person• CEO and chair or member of board development committee or

BEST person• Why you want them – what special gifts they bring to the table• Clarity of expectations

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The Upside Down Recruitment Triangle©

Yes to Girls Inc

Yes to vision& leadership

Yes to expectations

Would you consider….

Yes to role of philanthropy

Yes, allquestions answered

Yes to their unique gifts

Follow-up

• Welcome• Briefing• Buddy• First meeting• Year-long orientation• Evaluation

Moving Forward

• How will we move ahead?• How will we hold each accountable?• How will we recognize success?

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Thanks!