How to Turn Your Board Members into Fantastic Fundraisers
5/5/2017
How to Turn Your Board Members into Fantastic Fundraisers Amy Eisenstein, ACFRE www.amyeisenstein.com
1
5/5/2017
3Ask Simple Language Steps 1. Recruit Board Members Properly 2. Identify Fundraising Opportunities 3. Provide Ongoing Training/Discussions
Ask Step Language 1
Recruit Board Members Properly
Who do you want on your board? and WHY?
2
5/5/2017
Board Recruitment 1. Serve on Committee First 2. Collect Resumes and Interview Candidates 3. Provide • Job Descriptions • Orientation • Board Buddy
Board Member Expectation Form
Ask Step Language 2
Identify Fundraising Opportunities
3
5/5/2017
Fundraising Cycle Step 4: Stewardship
STEP 1: Identification
Step 3: Solicitation
Step 2: Cultivation
Step 1: Identification 10%
Fundraising Cycle
Step 4: Stewardship 40%
Step 3: Solicitation 5%
Step 2: Cultivation 45%
KISS
4
5/5/2017
ABC’s of Donor Identification A – Access B – Belief C - Capacity
Friends Religious Orgs.
Family
You
Social Clubs
Service Providers
Colleagues
Neighbors
Cultivation
How can board members help build relationships in 10 minutes or less?
5
5/5/2017
Cultivation Plan Month
Activity
Responsible Party
January
Tour
DOD
February
Coffee
ED & Board Member
March
Newsletter
DOD
April
Event Invite
DOD
May
Gala Table
ED & Board Member
September
Coffee
ED & Board Member
December
Holiday Card
Executive Director
Solicitation
Stewardship
6
5/5/2017
Ask Step Language 3
Provide Ongoing Training/Discussions
Provide Ongoing Ask Language Training/Discussions
Board Retreats Every Board Meeting
7
5/5/2017
Take the Fear Ask Language Out of Fundraising
Change Ask the Language Language
Discussion Ask Language Topic Calendar Month
Topic
Facilitator
Notes/Other
January
Bequests
Consultant
March
Sponsorships
DOD
Spring Gala
May
Identification
Consultant
July
Cultivation
DOD
Who do you know? Brainstorm
September
Appeal
DOD
Handwrite Notes
November
Major Gifts
Consultant
Role Play Asking
8
5/5/2017
Board Ask Retreat Language Agenda 1.
Ice Breakers/ Team Building
2.
Roles and Responsibilities
3.
Strategic Planning
4.
Fundraising Training
5.
Next Steps
How to Turn Members into AskBoard Language Fantastic Fundraisers in 3 Simple Steps 1. Recruit Board Members Properly 2. Identify Fundraising Opportunities 3. Provide Ongoing Training/Discussions
Thank You!
6 Essential Secrets for Board Retreats
Free eBook at
www.amyeisenstein.com/join
9
How to Turn Your Board Members into Fantastic Fundraisers Amy Eisenstein, ACFRE www.amyeisenstein.com
1
5/5/2017
3Ask Simple Language Steps 1. Recruit Board Members Properly 2. Identify Fundraising Opportunities 3. Provide Ongoing Training/Discussions
Ask Step Language 1
Recruit Board Members Properly
Who do you want on your board? and WHY?
2
5/5/2017
Board Recruitment 1. Serve on Committee First 2. Collect Resumes and Interview Candidates 3. Provide • Job Descriptions • Orientation • Board Buddy
Board Member Expectation Form
Ask Step Language 2
Identify Fundraising Opportunities
3
5/5/2017
Fundraising Cycle Step 4: Stewardship
STEP 1: Identification
Step 3: Solicitation
Step 2: Cultivation
Step 1: Identification 10%
Fundraising Cycle
Step 4: Stewardship 40%
Step 3: Solicitation 5%
Step 2: Cultivation 45%
KISS
4
5/5/2017
ABC’s of Donor Identification A – Access B – Belief C - Capacity
Friends Religious Orgs.
Family
You
Social Clubs
Service Providers
Colleagues
Neighbors
Cultivation
How can board members help build relationships in 10 minutes or less?
5
5/5/2017
Cultivation Plan Month
Activity
Responsible Party
January
Tour
DOD
February
Coffee
ED & Board Member
March
Newsletter
DOD
April
Event Invite
DOD
May
Gala Table
ED & Board Member
September
Coffee
ED & Board Member
December
Holiday Card
Executive Director
Solicitation
Stewardship
6
5/5/2017
Ask Step Language 3
Provide Ongoing Training/Discussions
Provide Ongoing Ask Language Training/Discussions
Board Retreats Every Board Meeting
7
5/5/2017
Take the Fear Ask Language Out of Fundraising
Change Ask the Language Language
Discussion Ask Language Topic Calendar Month
Topic
Facilitator
Notes/Other
January
Bequests
Consultant
March
Sponsorships
DOD
Spring Gala
May
Identification
Consultant
July
Cultivation
DOD
Who do you know? Brainstorm
September
Appeal
DOD
Handwrite Notes
November
Major Gifts
Consultant
Role Play Asking
8
5/5/2017
Board Ask Retreat Language Agenda 1.
Ice Breakers/ Team Building
2.
Roles and Responsibilities
3.
Strategic Planning
4.
Fundraising Training
5.
Next Steps
How to Turn Members into AskBoard Language Fantastic Fundraisers in 3 Simple Steps 1. Recruit Board Members Properly 2. Identify Fundraising Opportunities 3. Provide Ongoing Training/Discussions
Thank You!
6 Essential Secrets for Board Retreats
Free eBook at
www.amyeisenstein.com/join
9
