![Page 1: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/1.jpg)
Create a Fundraising Action Plan for Your Board Members
and Put Them to Work
Where You Need Them
AFP Midland, TexasOctober 27, 2010
1
![Page 2: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/2.jpg)
Agenda
I. Get yourself ready
II. Five steps to put them to work
III. Structure and support to make it happen
2
![Page 3: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/3.jpg)
Board Members and Fundraising
3
![Page 4: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/4.jpg)
First: What YOU Have To Do
1. Get to know your board members.
2.Decide what you want them to do.
3.Allocate your own time.
4.Enlist your board leadership.
5.Create a snappy brand name.
4
![Page 5: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/5.jpg)
Psych Yourself Up
• Be ready to lead them
• Be the cheerleader
• Set realistic expectations
• Make it fun
5
![Page 6: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/6.jpg)
Five Steps to Success!Create a Fundraising Action Plan
With Your Board
Step One: Fire up your board!
Step Two: Attitude adjustment!
Step Three: Training - give them the right tools and skills
Step Four: Very specific jobs
Step Five: A great reporting and support structure
6
![Page 7: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/7.jpg)
Step One: Fire Up Your Board About the Cause!
• Mission moments
• Testimonials
• Field trips
• IMPACT!
7
![Page 8: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/8.jpg)
No Boring Meetings!
8
![Page 9: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/9.jpg)
9
Is this your board meeting?
![Page 10: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/10.jpg)
Step 2: Three DEEPER Conversations
1.What are we raising money for?
2.Why do you care about our cause?
3. Why are volunteers so powerful?
10
![Page 11: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/11.jpg)
Most Board Members’ Definition of Fundraising
11
![Page 12: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/12.jpg)
Board Members ThinkFundraising = Cold Calls
12
![Page 13: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/13.jpg)
Board Members Think:
Fundraising = Begging
13
![Page 14: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/14.jpg)
My Yoga Teacher’s
GREAT Lesson on Fundraising
14
![Page 15: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/15.jpg)
Step 3: TrainingGive Them the Right Tools and Skills
• Friendraising
• The process of fundraising
• Relationship building
• It’s NEVER about money
• High intention low pressure
15
![Page 16: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/16.jpg)
• WHAT you say• HOW you say it• Request for followup
The Elevator Speech
![Page 17: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/17.jpg)
Fundraising is NOT
Asking for Money
It’s Making and
Keeping Friends
17
![Page 18: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/18.jpg)
Fundraising as Friendmaking
18
![Page 19: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/19.jpg)
Step 4: Give Them Very Specific Jobs
• Narrow narrow focus
• Keep it very simple
• They get to choose
• Not too many choices
19
![Page 20: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/20.jpg)
Step 4: Very Specific Jobs
1. VIP Prospect List
2. Hosting tours
3. Hosting socials (door openers)
4. Tables at the gala
5. Thank you phone calls
6. Following up after events
7. Accompanying you on visits and calls
20
![Page 21: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/21.jpg)
Fundraising IS… A Process Plenty of Activities for Board Members
THANK THANK THANK AGAIN
CULTIVATE AND INVOLVE
ASK FOR SUPPORT
IDENTIFY PROSPECTS
21
![Page 22: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/22.jpg)
Time and Energy Spent in Each Part of the Fundraising Cycle
22
![Page 23: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/23.jpg)
Step 5: Set Your Board Members
Up To Win
23
![Page 24: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/24.jpg)
Step 5: Reporting and Support Structure Create Ownership
• It’s MINE!
• Task forces
• Team leaders
24
![Page 25: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/25.jpg)
Guidelines for a Crackerjack Structure
1. Each person makes their own commitment
2. Specific time frame
3. Clearly identified project
4. Clearly identified goal
5. Clearly identified beneficial outcomes
6. Clearly defined jobs – no questions or dilly-dallying
7. Proper Set up
25
![Page 26: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/26.jpg)
A Set-Up That Creates Ownership
Let them
• choose what they want to do
• set their own goals
• take the responsibility
Encourage competition
26
![Page 27: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/27.jpg)
“Moral Support” is Essential
• Board Chair
• Team Leaders • Peer Support • Support = communication • Coaching, encouraging • Checking in
27
![Page 28: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/28.jpg)
Peer Pressure
28
![Page 29: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/29.jpg)
Keep Fundraising High On Your Board’s Agenda – 9 Questions
1.How do our fundraising programs work?
2.What are the trends in our fundraising strategies?
3.What do you most need board members to do this year?
4.Why are board members important?
5.What will it take to get us to a higher goal?
6.What will happen if we miss the goal?
7.What exactly are we raising money for?
8.What could we do if we raised more money?
9. What’s the impact we want to make in our community?
29
![Page 30: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/30.jpg)
What Will Ruin Everything
• Finger wagging• Talking down
30
![Page 31: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/31.jpg)
Is This Your Board?
Is This Your Board?
31
Let’s go for it!
![Page 32: Afp midland tx create a fundraising action plan for your board members](https://reader037.vdocuments.net/reader037/viewer/2022103016/554c66abb4c905f76f8b49c3/html5/thumbnails/32.jpg)
www.gailperry.com
Free Audio Download: “Asking for Gifts, How to Never, Ever Get Turned Down”
Facebook: Fired up Fundraising PageTwitter @gailperrync
Don’t let our relationship end today!
32