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Frustrated with board members saying that they’ll help – only to see nothing happen? Tired of fundraising being an afterthought at board meetings? Waiting for the day when others will be as excited about fundraising as you once were? Fundraising success depends on many critical factors, not the least of which is having a collaborative approach to the fundraising process. For philanthropy to be truly fulfilling for donors (thus assuring that they will continue their contributions and become a sustaining source of funds for the organization) the following collaborative mindsets must exist: Program staff is committed to measuring impact and collecting stories. The chief executive for the organization embraces their role as the chief asker. The board regularly discusses fundraising and embraces their role as ambassadors. Support staff recognize unique needs of fundraising and work collaboratively to meet those needs. Fundraising professionals seek out partnerships and approach planning as a joint effort. In this presentation, we’ll explore what you’ll need to know to build a collaborative approach within your organization – regardless of what your official role is. Time will be given for a lively Q&A session. About the presenter: Kirsten Bullock, CFRE, MBA is an author, trainer and consultant who works with leaders of nonprofit organizations to help nonprofits engage their boards and raise the money they need. She earned her designation as a Certified Fund Raising Executive in 2002. Since 1995, Kirsten has worked with health care organizations, social service providers, national and local ministries, and international membership associations. Kirsten is on the board of the Association for Fundraising Professionals Greater Louisville Chapter. She is an AFP Master Trainer, is the author of Simple Steps to Growing Your Donors and is a contributing author to The Essential Fundraising Handbook for Small Nonprofits.
Citation preview
From Resistant to Resourceful: A Collaborative Approach to
Engaging Your Board in Fundraising
11/6/14 1pm eastern
The presentation will begin shortly.
Before We Get Started3
This presentation is being recorded!
The recording and slides will be emailed to you later this afternoon.
Please chat in any questions for our guest. We will answer them in the formal Q&A session
at the end of the presentation.
3
Today’s Guest3
Kirsten Bullock, CFRE, MBA
Kirsten is on the board of the Association for Fundraising Professionals Greater Louisville Chapter. She is an AFP Master Trainer, is the author of Simple Steps to Growing Your Donors and is a contributing author to The Essential Fundraising Handbook for Small Nonprofits.
Overview
!Collaborative Approach !Team Members / Roles !Knowledge Base !7 Steps
Collaborative Approach
Team Members / Roles
Knowledge Base
!Change Management !Communication Styles !Learning Theory !Leadership / Team Building !Fundraising Knowledge
Seven Steps!Creating a Compelling Vision
!Drafting a Simple Fundraising Plan
!Developing Your Messaging
!Creating Materials Your Board Can Use: The Pitch Kit
!Facilitating a Fundraising Planning Session With Your Board
!Training Your Board to Ask
!Checking In So Board Members Don’t Check Out
Change Management
!Buy-in is essential
!There will be resistance
Communication Styles
!Appreciate strengths
!Help others save ‘face’
Thoughtful
Influence
Skeptical
DISC Communication TypesActive
Dominance
Conscientiousness
Trusting
Steadiness
Learning Theory
Leadership / Team Building
!Assume everyone desires the best for the organization
!Focus on win-win outcomes
Leadership
!Model the way
! Inspire a shared vision !Challenge the process !Enable others to act !Encourage the heart
From The Leadership Challenge, by Kouzes & Posner
Fundraising Knowledge
!Leadership can’t make good fundraising decisions without good information
!Ideal ≠ Reality
Seven Steps!Creating a Compelling Vision
!Drafting a Simple Fundraising Plan
!Developing Your Messaging
!Creating Materials Your Board Can Use: The Pitch Kit
!Facilitating a Fundraising Planning Session With Your Board
!Training Your Board to Ask
!Checking In So Board Members Don’t Check Out
I. Creating a Compelling Vision
II. Fundraising Plan
!Include specific goals
!Break down projects into month-by-month activities
III. Develop Your Messaging: Your Case Statement
!Story
!Facts
IV. Creating Materials the Board Can Use: The Pitch Kit
!Case Statement !Scripts !Donation Forms !Sample letters / emails /
social media posts !Technical information
V. Board Fundraising Planning Session
!Provides key information about fundraising (ROI / response rates)
!Builds buy-in
Personal Board Member Fundraising Plan
!Ensures buy-in !Changes follow-up conversation
!Available at: bullockconsulting.net/board-resources
VI. Asking Training
!Demystify
!Practice
VII. Checking In So Board Members Don’t Check Out
Summary
!Why Collaboration? !Team Members / Roles !Knowledge Base !7 Steps
Questions?
Contact Information:
Kirsten M. Bullock, CFRE Bullock Consulting Inc.
kirsten@bullockconsulting.net 502.509.5004
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