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How to Get Your Board to Fundraise @fundraiserchad
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How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

Oct 04, 2020

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Page 1: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

How to Get Your Board to Fundraise

@fundraiserchad

Page 2: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

What’s the number one complaint I hear from nonprofit executive directors?

Page 3: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

MY BOARD WON’T

FUNDRAISE!!!!

Page 4: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 5: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

Why is this always the case?

What’s the real problem

here?

How can we fix it?

Page 6: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

Who is this guy?

And why does he think he knows what he’s

talking about?

Page 7: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

career fundraiser

Page 8: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 9: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

AGENDA 1) What’s the Real Problem Here? 2) 10 Tips to Get Your Board to Fundraise 3) Q&A

@fundraiserchad

Page 10: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

@fundraiserchad

SLIDES + RESOURCES

productivefundraising.com/resources

Page 11: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

What’s the Real Problem Here?

@fundraiserchad

Page 12: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

clarity knowledge motivation

Page 13: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

10 Tips to Get Your Board to Fundraise

@fundraiserchad

Page 14: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

#1 set clear expectations from the start

@fundraiserchad

Page 15: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

The Board’s Role in Resource Development

• Donor

• Visionary leader

• Ensure the presence of strong fundraising policies & procedures

• Fundraising ambassador

• Fundraising supporter

Page 16: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

tool: board job description

productivefundraising.com/resources

Page 17: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

#2 help them tell the story

@fundraiserchad

Page 18: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

what’s the mission of the organization

that you serve?

Page 19: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 20: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

your mission your story

Page 21: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

super simple elevator speech

We help [who],

so they can [do what].

Let me tell you about [first name] …

productivefundraising.com/resources

Page 22: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

#3 bring the mission to life for

them

@fundraiserchad

Page 23: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

mission moments

Page 24: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

immersive experiences

Page 25: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 26: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 27: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 28: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 29: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

$50 x 12 = $600

Page 30: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

immersive experiences

Page 31: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

#4 tell them what you need them to do (monthly)

@fundraiserchad

Page 32: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

NO ASSUMPTIONS

Page 33: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

recent organizational accomplishments

current staff priorities

current staff needs / areas for board assistance

prospects we’d like to meet

productivefundraising.com/resources

Page 34: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

#5 invest in board training

@fundraiserchad

Page 35: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

outsiders = experts

Page 36: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

trade with a peer

Page 37: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

#6 find out what they are willing

to do

@fundraiserchad

Page 38: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 39: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

tool: board fundraising

menu

productivefundraising.com/resources

Page 40: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

#7 start them with stewardship

@fundraiserchad

Page 41: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 42: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

call script Hi (donor’s name). I’m _____________ (your name) from ____________ (charity). I’m calling today to thank you for your recent donation. It means so much and we wanted to tell you personally how grateful we are. [pause] If you have just a few seconds, I’d love to know what prompted your gift? [pause] Thank you for taking the time to speak with me today. Have a wonderful day!

productivefundraising.com/resources

Page 43: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

#8 paint the picture before

asking for names

@fundraiserchad

Page 44: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 45: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 46: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

Donor Profile • Attribute 1 • Attribute 2 • Attribute 3

Page 47: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

prospect brainstorming

• Who were the last 5 people you’ve gone out to dinner with?

• Who do you send holiday cards to?

• Who do you exercise with?

• Where do you go to have ___ done?

Page 48: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

productivefundraising.com/resources

Page 49: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

#9 find an accountability

partner

@fundraiserchad

Page 50: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

What are you personally willing to do to assist the organization with

fundraising?

Page 51: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

What will we, as a board, commit to

doing as a whole to assist with fundraising?

Page 52: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

How will we hold each other accountable?

Page 53: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

tool: board self

assessment

productivefundraising.com/resources

Page 54: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

#10 offer support

@fundraiserchad

Page 55: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

“What can I do to help you

with _______?”

Page 56: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

clarity knowledge motivation

Page 57: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 58: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development
Page 59: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

fundraising training & coaching

Page 60: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

further learning

Page 61: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

10/28 @ 1pm (eastern)

Page 62: How to Get Your Board to Fundraise10 Tips to Get Your Board to Fundraise @fundraiserchad #1 set clear expectations from the start @fundraiserchad The Board’s Role in Resource Development

@fundraiserchad

questions

productivefundraising.com/resources