board ambassadors: ensuring necessary resources

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BOARD AMBASSADORSHIP: ENSURING NECESSARY RESOURCES

Fort Collins Museum of Discovery

April 28, 2016

Emily Davis Consulting

Senior Governance Consultant, BoardSource


8:00 – 8:30 Welcome IntroductionsDesired Outcomes

8:30 – 10:00 Fundraising Foundations

Fundraising ProcessIndividualsEvents

10:00 – 10:15 Break

10:15 – 10:45 Shared Leadership Board & staff rolesPlanning

10:45 – 11:30 Ambassadorship Fundraising in action

11:30 – 12:00 Close CommitmentsLegacy

AGENDA


MOTIVATIONAL VALUES

“What motivates me to serve on the

FCMoD Board of

Directors?”


A LITTLE ABOUT ME…


60 seconds or less

Name

Motivational Value

Question or

Challenge

A LITTLE ABOUT YOU…

Desired Outcome


AGREEMENTS & PARKING LOT


FUNDRAISING IDEAS


LET’S GET IT STARTED!


MISSION STATEMENT

Discovery Science Center

provides enjoyable, interactive

explorations in science and

technology for the region.


Why did you join?

Whathesitations

did you have?

Why would you leave?

Why do you stay?


BOARD ROLES & RESPONSIBILITIES

Set organizational

direction

Provide oversight

Ensure necessary resources


ENSURE NECESSARY RESOURCES

PEOPLE

CEOBoard Members

SupportersProspectingCultivation

Stewardship

FUNDRAISING PROCESS

Philanthropy

Connection

Concern

Capacity

BOARD’S ROLE

PoliciesPlanning

Board Giving


FEARS & HESITATIONS


FUNDRAISING CULTURE ASSESSMENT


WHAT IS FUNDRAISING?


FUND DEVELOPMENT

Diversity is key

Individuals

Membership

Special events

Foundation grants

Government grants

Corporate sponsorship

Earned income

Service clubs


FUNDRAISING BY THE NUMBERS*

*Giving USA 2014


DONORS & GIVING

BEQUESTS/PLANNED GIFTS

MAJOR GIFTSCapital campaigns

Endowment campaignsSpecial events

ANNUAL GIVING Annual campaigns

Special eventsDirect mail

Online givingMembership programs

ONSITE/FIRST TIME GIFTSNewslettersVolunteerismSocial media

Peer-to-peer giving

New gifts

Annual donors

Midsize donors

Major donors

Planned giving


NEXT GEN PHILANTHROPY

Value

Impact

Volunteerism

“Give us a clear call to action. Let’s problem-solve together. Tell us

what you are working on and let’s work on this

together.”


FUNDRAISING EVENTS

“The term ‘gala event’ refers to a large scale

fundraising event. Often the most visible fundraising

strategy for a nonprofit organization, gala events can

be a prominent way to raise awareness – and funds –

for an organization.”

- Breaking the Gala Addiction


PURPOSE


EVENTS: THE PROS & CONS

BENEFITS CHALLENGES & RISKS

REVENUE & EXPENSE

BOARD PARTICIPATION


NO MATTER WHAT…

• Thank & acknowledge donors & attendees

• Educate attendees about the mission &

impact

• Inspire them to support the organization

• Encourage them to participate with the

organization… and bring their friends!


FUNDRAISING PROCESS

PROSPECTING Identification Preparation

CULTIVATION Build the Relationship

Engage the Donor Ask for the Gift

STEWARDSHIP Recognition Reporting Communicating Engagement


WHERE DO YOU LAND?

Prospecting Cultivation Stewardship

What takes the most time in fundraising?


FUNDRAISING BY TIME

Involve & Engage Donors25%

Identification of Prospects

20%Educate & Cultivate

25%

Ask for Gifts5%

Thanks & Recognize

25%


LAY IT ON THE LINE

RESISTANTNO WAY!

RELUCTANTNot sure,

have a lot of questions.

EXISTENTI might be able to do

this.

COMPLIANTI can/will

do this.

COMMITTEDI’m happy to do this.

COMPELLEDI’m excited and can’t wait to do

this!


PROSPECTING

• Identify – new & existing donors

• Connect – areas of interest

• Invite – participation

• Design – moves management strategies

• Prepare - multiple touch points


LAY IT ON THE LINE

RESISTANTNO WAY!

RELUCTANTNot sure,



this.

COMPLIANTI can/will

do this.



this!


CULTIVATION

• Work with development staff

• Set a personal fundraising goal

• Share your story/connection to the mission

• Invite opportunities to continue the

conversation

• Be direct about asking for gifts

• Call, email, write thank yous


Yes,butnotthatmuch

No

3 POSSIBLE OUTCOMES

YES!!


LAY IT ON THE LINE

RESISTANTNO WAY!

RELUCTANTNot sure,



this.

COMPLIANTI can/will

do this.



this!


STEWARDSHIP/RETENTION

“Stewardship, or taking the time to recognize,

thank, and educate donors is a critical

component of any fundraising strategy. Good

stewardship techniques directly affect donors’

decisions to review or increase their support

when there is an opportunity to do so.”

- Breaking the Gala Addiction


LAY IT ON THE LINE

RESISTANTNO WAY!

RELUCTANTNot sure,



this.

COMPLIANTI can/will

do this.



this!


GIVING MOTIVATIONS

• Belief in mission

• Relationship to cause/individuals

• Passion for programs

• Values align

• Personal story

• Impact

• Recognition

• Guilt

• Obligation

Philanthropy

Connection

Concern

Capacity

* Kay Sprinkel Grace


FEARLESS FUNDRAISING

Fundraising

opportunities and

responsibilities for

board members

Be honest. Be realistic.

Take a risk!


SHARED LEADERSHIP

BOARD LEADSSHARED

LEADERSHIP ED LEADS

Strategic Plan

FundingStrategies

EvaluationBoard

Meeting Prep

Policy Questions Staff Hiring & Oversight

Develops, Implements, &

Oversees Programs

Chief Fundraiser

Operations Reporting

Create & Review Policy

ED Hiring & Oversight

Connections to Funding

Financial Due

Diligence

Board Recruitment & Retention


FUNDRAISING ROLES

EXECUTIVEDIRECTOR

Chief Fundraiser

Media Spokesperson

Fundraising Planning

Board & Staff Liaison

DEVELOPMENT STAFF

Fundraising Strategy

Moves Management

Identify/Communicate

Needs

BOARD OF DIRECTORS

Connect to Funding

Make Gifts

Policies

DEVELOPMENT COMMITTEE

Board & Staff Liaison

Staff support on specific

efforts/campaigns


ASK THE RIGHT QUESTIONS

What is our capacity? What does success look like? What matters the most to us?

How does this serve our mission? How does it fit our strategic goals?How might this be a challenge for us?

Why is this important right now? Why should we consider other options? Why is this relevant to our stakeholders?


100% BOARD GIVING

Board Giving Commitment

Open Ended

Flexible

Specific


FUNDRAISING POLICIES

• Gift acceptance policy

• Personal giving policy

• Ethics statement

• Letter of commitment


FUNDRAISING PLANNING

• Review return on investment for current funding sources

• Conduct annual donor satisfaction survey

• Identify specific strategies for board fundraising (see

handout)

• Gather feedback from Development Committee

• Listen to recommendations from ED & development staff

• Look for successes and red flags


IRREGULAR FINANCIAL “FLAGS”


HATS WE WEAR

Legal AmbassadorVolunteerConnections

Resources

Communications

Duty of Care

Duty of Loyalty

Duty of Obedience

Board works for staff

Avoid micromanagement


WHAT DOES IT MEAN?


MISSION MOMENT

What is a FCMoD mission

moment?


BOARD ROLES*

Connector• Meeting & engaging with people

Storyteller• Illustrating the work in a compelling way

Visionary• Making the case for the future

Closer• Asking for specific support or involvement

*Creation in Common


NETWORKING

“When you help others,

they help you.”

– Keith Ferrazzi


TIPS

• LISTEN!• Pay attention to relevant

details• Ask open-ended questions• Be prepared• Watch for connections• Invite to opportunities• Under promise and over

deliver• Thank you and follow up


HAVE A CONVERSATION

①Get into groups of three.

②[2 min] Pick three questions to respond to and share your responses.

③[3 min] Ask questions.

④[2 min] Continue the conversation.

⑤Rotate to next person.


WHAT WAS THAT LIKE?


HAIL*

To greet or acclaim enthusiastically

HONESTY Be Clear and Straight

AUTHENTICITY Be Yourself

INTEGRITY Be Your Word

LOVE Wish Them Well

* Julian Treasure


GREAT CONVERSATIONS


FUNDRAISING IN ACTION

STEP 1Organize into

pairs

STEP 2Each person receives and

reads a scenario

STEP 3Practice scenario

or discuss response to

scenario

STEP 4Follow up

questions or discussion from

other person

STEP 5Switch


TAKE AWAY & COMMITMENT


PICTURE YOUR LEGACY

Select a card that answers the

question:

“What is the legacy you want to leave on the FCMoD board?”


Emily Davis, MNMEmily Davis Consulting

(720) [email protected]

emilydavisconsulting.com

board ambassadors: ensuring necessary resources

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