The Board s Role in Fundraising & Marketing 27-dehart.pdf · The Board’s Role in Fundraising...

You want me to do

WHAT??? The Board’s Role in Fundraising & Marketing

Karen M. DeHart

Associate Commissioner, NCHSAA

7.1.2014

9:30am-10:30am

Inspiring individuals, encouraging excellence through education-based athletics

IT TAKES A TEAM!

Inspiring individuals, encouraging excellence through education-based athletics

Role

Marketing &

Sponsorships

Fundraising for

Foundations or

Endowed Funds or

General Programs

Understand the mission √ √

Have clear expectations √ √

Develop policies √ √

Evaluate goals and assess √ √

Advocate √ √

Cultivate/Steward √ √

Personal Contribution √ √

THE BOARD & FUNDRAISING

Inspiring individuals, encouraging excellence through education-based athletics.

GENERAL AREAS OF FUNDRAISING

RESPONSIBILITY

Leadership

Advocacy

Financial Support

Connection to donors and

prospective donors

Inspiring individuals, encouraging excellence through education-based athletics

Assist in identification of

fundraising plan and

strategies Development of policies

Ensure Association has

adequate financial resources

Review annual audit,

investments, and budget

Inspiring individuals, encouraging excellence through education-based athletics.

Advocate for the Association

Share the mission and tell “the story”

Introduce others to the organization

Inspiring individuals, encouraging excellence through education-based athletics.

Make personal annual contributions

Attend and host special events

Support and encourage

the Association’s fundraising staff

Inspiring individuals, encouraging excellence through education-based athletics.

Make connections/introductions

Identify and cultivate new prospects

Steward existing donors

Extend thanks

Inspiring individuals, encouraging excellence through education-based athletics.

THE ROLE OF STAFF IN HELPING

BOARD MEMBERS

Inspiring individuals, encouraging excellence through education-based athletics.

THE ROLE OF STAFF IN HELPING

BOARD MEMBERS

Provide the necessary tools Board Member Agreement

Fundraising Commitment Form

Association Case for Support

Key talking points and statistics

Set up Board members for success

Donor cultivation tactics

Understanding of how strategies are used

Direct Mail

Planned Giving and Major Gifts

Inspiring individuals, encouraging excellence through education-based athletics.

Inspiring individuals, encouraging excellence through education-based athletics.

Inspiring individuals, encouraging excellence through education-based athletics.

RESOURCES Ali, N. (July 14, 2011). The Role of Board Members in Fundraising. Metropolitan Group. Retrieved from

http://www.cfw.org/Document.Doc?id=453

Bristol, E. (2011). The Board’s Role in Fundraising: A Strategic Approach. Bristol Strategy Group. Retrieved from

http://www.bristolstrategygroup.com/Portals/67636/docs/the%20boards%20role%20in%20fundraising.pdf

Haas, L.A. (2011). What Role do Boards and Individual Board Members have in Nonprofit Fundraising. Consulting

Insights. Retrieved from

http://www.gcn.org/articles/what-role-do-boards-and-individual-board-members-have-in-nonprofit-fundraising

Klein, K. (1997). The Board and Fundraising. Grassroots Fundraising Journal.

Retrieved from http://www.ncdsv.org/Images/The20%board%20fundraising.pdf

Lysakowski, L. (2013). Board Director Job Description. ACFRE. Retrieved from

https://4good.org/linda-lysakowski-acfre/board-director-job-description

Perry, G. (March 2008). Five Fundraising Mistakes We Make with our Boards. Guidestar. Retrieved from

http://www.guidestar.org/rxa/news/articles/2008/five-fundraising-mistakes-we-make-with-our-boards.aspx

Perry, G. (April 2008). The Myths and Realities of Board Members and Fundraising. Guidestar. Retrieved from

http://www.guidestar.org/rxa/news/articles/2008/myths-and-realities-of-board-members-and-fundraising.aspx

Perry, G. (11/21/2013). 10 Fundraising Responsibilities of Every Board Member. Fired Up Fundraising blog. Retrieved

from http://www.gailperry.com/2013/11/fundraising-responsibilities-every-board-member/

o Board Fundraising Commitment Form (2014). Greenlights for Nonprofit Success. Retrieved from

http://www.greenlights.org/resources/resource-library/doc_download/129-board-fundraising-commitment-form

Inspiring individuals, encouraging excellence through education-based athletics.

Thank you!

Inspiring individuals, encouraging excellence through education-based athletics

Karen M. DeHart

Associate Commissioner, NCHSAA

7.1.2014

9:30am-10:30am