Oi brd of_governors_v12

BOARD OF

GOVERNORS

FUELING A WORLD OF OPPORTUNITY

Our Governors

• A community of supporters who

are committed to Opportunity

International and those we serve

• Support us with a minimum

gift of $5,000 annually

• Serve as trailblazers for our work

to personal and professional

networks

2 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013

Donor Cultivation Best Practices

• Streamline communication

• Increasingly personalize and tailor treatment based on levels of

commitment and interest

• Connect emotionally and reinforce impact with metrics

• Provide opportunity for interactive engagement

• Leverage your greatest asset by engaging donors to become

ambassadors for your cause

2013 Focus:

More Personalized Donor Experience

Current Treatment:

• Invitation to join linked to

$5,000+ level and perceived

obligations of “Board”

• All Governors receive the same

level of treatment regardless of

giving levels

Updated Treatment:

• No longer “Board” of Governor

• Any donor giving $5,000+ annually

will be invited to receive

Governor treatment

• Presented with ways to engage

• Treatment increasingly

personalized as giving increases

• Stronger link to client impact

• Improved donor experience for

retention and growth

Streamline Communication and Cultivation

One Team across Donor Experience, Annual Giving, and Online

Moving From Silos to Unified Processes

Separate Communication to Coordinated Communication

Clear and Efficient Donor Cultivation

ENHANCE DONOR EXPERIENCE

Profile for Tailored Experience, Increased Relevance

• Identify key areas of interest, such as region,

business, gender

• Deliver customized communication based

on interest, desired frequency and

preferred channel

• Acknowledge priority relationships and

establish relevant recognition programs

Deliver Impact Through Authentic Connections

• Connect through multiple

points of engagement for

donors and clients

• Deliver „you over there‟ and

„hand-to-hand‟ experiences

• Focus on quality over quantity

• Monitor and measure success

through annual impact study

and analysis

ENLIST GOVERNORS FOR

BOLD GROWTH AND GREATER IMPACT

Elite Circle of Outreach

Enlist High Value Donors as Trailblazer Governors

Criteria:

• $10K+ donors with capacity to give $100K each

• Look to Board, Governors, Ambassadors first

• Have network/willing to actively recruit friends

Goals:

• Target 25 to raise $2.5 million

• Recruit 10 friends each with a minimum capacity of $25K

Leverage Corporate Connections

• Identify and enlist corporate connections to fulfill and add

to funding pipeline

• Leverage relationships – Board, Governors, Ambassadors

• Target Audience:

– C-suite introductions

– Fortune 500 Companies

11 | BOARD OF GOVERNERS | OPPORTUNITY INTERNATIONAL | MARCH 2013

Speakers Bureau

The right keynote speaker can make or break an event

• Meets defined goals and objectives of the event

• Customized to audience personality and demographic

• Inspirational personalities from diverse fields

– Foremost business minds from Fortune 500 companies

– Dynamic women leaders

– Subject Matter Experts and International Visitors– Authors, vanguard thought-leaders, celebrities and sports personalities

• High-profile Governors and Ambassadors

– Self select, willing and qualified– Media interviews and podium speaking opportunities– Support and speaking points provided as needed

CREATE PURPOSED EVENTS TO

DEEPEN CONNECTION

The Vicki Road ShowJuly 2013

• Houston

• Dallas

• Atlanta

• Charlotte

• Raleigh

• DC

Vicki goes on the road to share

the outcomes of the BCG work

with major donors in key markets.

• NYC

• St. Louis

• Minneapolis

• Silicon Valley

• Orange County

• Los Angeles

Regional SummitsFall 2013

• Four Mini-summits

– Chicago, September 26

– Silicon Valley, October 9

– Atlanta, October 31

– Minneapolis, November 14

• 50 – 75 Governors and

prospects per market

• Consistent format – Lunch,breakouts, dinner and keynote

National Summit2014

• Major fundraising focus

• Designed to deepen commitment of our donors

– Inspirational

– Raise brand awareness

– Provide educational opportunities

• High-profile speakers

• 300 donors and new prospects

• 2-day, potentially Florida

Customized Insight/Fundraising Trips

• Identify market need (e.g. education, agriculture)

• Establish fundraising goal

• Identify donor prospects with matching interest

• Target donors with higher capacity to give

• Use as opportunity for stretch giving

• Customize invitations

ROLL OUT CALL-TO-ACTION CAMPAIGNS

Invest in OneYear-Round Strategy

Invest In One (Woman, Child, Family: Woman As Catalyst)One-To-One Investing In People And Potential For Better Futures

One Woman (Mother‟s Day)

One Child(Back-to-school)

One Family(Holiday)

In Progress Concept

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

EVERGREEN

PUSH PERIODS

Calling Women to Action

The Women‟s Opportunity Network is a community of dynamic

women Trailblazers – including corporate leaders, entrepreneurs,

and philanthropists – who share a commitment to a sustainable

cycle of success for determined women everywhere.

WON Levels of Engagement

•Express interest in women‟s issues

Discoverers

•Give an annual gift of $150 to fund a loan

Supporters

• Give annual gift of $1,500 to fund a trust group

• Raise visibility of the cause at speaking engagements

• Host salon events & help open doors for corporate cause marketing

Champions

Developing our Community

• Thank you and intro message

• Education on client impact

• Profile for personalized involvement

Initial Engagement

• Spring Campaign ~ Invest in One, Honor Mom

• Fall Campaign ~ Invest in One Child

• Winter Campaign ~ Invest in One Family

Campaign Involvement

• Host salon events

• Local podiums and media

• Formation of personal network Trust Groups

Local Fundraising

Staying Connected

Bi-monthly Emails

Educational spotlights

Videos on clients &

women’s issues

WON Landing Page

Interactive sharing

Member & client photo collage

w/their stories of inspiration

Women’s Opportunity Network Invest in One. Empower Many.

DEVELOP STREAMLINED

RECOGNITION STRATEGY

Tiered Governor Engagement

Annual Giving Communication Education Recognition

$5,000-24,999 • Quarterly newsletters • Highlight videos w/stories from

field and link to additional resources

• Upselling to greater giving by highlighting benefits

• Quarterly SME webcasts• Online Library and Tools

• Social media• Briefing calls to give insights to

online efforts, media, mailings, & talking points

• Acknowledged in Annual Report & Online giving page

• Giving anniversary celebrated

$25K-99,999 +• Tie giving to specific impact

• Interest/engagement phone survey

• Live webcam and Skype Conversations

• Semi-annual CEO Report • Participate in follow-up call

+• Annual webinar w/global

leadership• Invitation to guest blog• Access leadership blog• Attend small group

webcasts/calls w/leadership

+• Personalized card & phone call

to celebrate giving anniversary• Recognition event with

leadership• Optional spotlight story

in newsletter

$100K+ +• Impact report on individual‟s

giving delivered by key leader

+• Personal investment

orientation/consultation

+• Recognition plaque in preferred

country bank

Governor Archetypes

$15K DONOR

• Engaged online in push periods

• Active locally in WON

chapter• Tweets/Active blogger• Takes advantage of

quarterly webcast• Gets newsletter• Listed in our Annual

Report• Hosts small events

$50K DONOR

• Very focused on Agriculture

• Receives Impact

feedback• Engages his network as

Trailblazer• Speakers Bureau Thought

Leader• Enjoys CEO Webcasts

$150K DONOR

• Enjoys CEO Webcasts

• Initiates HNW Trust Group• Gets Investment Advice• Meets with Execs,

Country CEOs on impact• Leads tailored Insight Trip• Leverages Corporate ties

CELEBRATING THE IMPACT

OF OPPORTUNITY

Shared Vision. Shared Goals.

• Maintaining and [re]engaging current Governors

• Growing the community by migrating mid-level

donors to major – 25%

• Increasing impact of giving migrating intro-level

Governors up the pipeline – 20%

• Nurturing major donors ($25K+) to push them up

the pipeline – 12%

Enhance the Lives of Those We Serve By. . .

Next Steps

• Key Governor/Influencer consultations by new Governor Chair

• Pilot WON chapter model as Governor pipeline initiative/ATL

• Redesigned newsletter formatted, written, delivered

• Populate online library and resource center

• Activate Mini-Summits – Host committees, Save the Dates

• Identify Speakers Bureau candidates and podiums

• Focus on pipeline and upsell: Develop unified donor cultivation

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