As the CEO of your organization, you are tasked with many things from operations to quality improvement; fundraising is only one of your concerns. But did you know that everything you do affects fundraising? In fact, the most important factor in fundraising success is not the competence of your fundraiser but your own leadership and that of your Board of Trustees. Join Susan Black, CFRE to learn the six key factors for fundraising success that every nonprofit leader needs to know.
4. Today’s Speaker
Susan Black, CFRE
Principal
Allene Professional Fundraising
Jamie Maloney
Community Developer, 4Good
Part
Of:
Founding Director of Nonprofit Webinars and Host:
Sam Frank, Synthesis Partnership
Sponsored by:
6. Objectives for Today’s Training
As a result of this training, participants will :
Understand the role of the CEO in fundraising.
Learn best practices for CEO involvement in fundraising.
Assess the CEO’s current level of involvement in fundraising.
Use the assessment to encourage improvement in the CEO’s
involvement in fundraising.
7. Question
How many participants are the CEO of their organization?
How many participants are fundraising staff?
9. The Six Key Factors
Board Accountability
CEO Civic Engagement
An Organic Strategic Plan
A comprehensive fundraising plan, reviewed annually
To be the #1 cheerleader for fundraising to your staff
To Embrace your role as chief fundraiser
11. Board Accountability
Board understands and accepts its fiduciary duties.
Board embraces its fundraising role (doesn’t fight it).
Board members are ambassadors for the organization in
the community.
Board members fulfill their fundraising duties.
12. Assess Board Accountability
Factor
The Board understands its fiduciary
duties.
The Board embraces its fundraising role
(doesn’t fight it).
The Board members are ambassadors for
the organization in the community.
The Board members fulfill their
fundraising duties.
3=Yes!; 2=Sort Of; 1=Not so much;
0= Dream on
Your Current Rating
14. CEO Civic Engagement
CEO spends 40% of work time in the community
CEO belongs to civic or fraternal clubs.
CEO sits on committees relevant to the mission of the
organization.
CEO is a recognized leader in the community.
15. Assess CEO Civic Engagement
Factor
CEO spends 40% of work time in the
community.
CEO belongs to civic or fraternal clubs.
CEO sits on committees relevant to the
mission of the organization.
CEO is a recognized leader in the
community.
3=Yes!; 2=Sort Of; 1=Not so much;
0= Dream on
Your Current Rating
17. An Organic Strategic Plan
Have a strategic plan.
Make sure it is a “living” document , one that is used
frequently as a tool for decision making.
Make sure it is updated regularly.
Make sure it includes measurable action steps.
Report regularly on the progress of the plan to the board
and staff.
18. Assessing Strategic Plans
Factor
We have a strategic plan.
It is a “living” document , one that is used
frequently as a tool for decision making.
It is updated regularly.
It includes measurable action steps.
The CEO reports regularly on the
progress of the plan to the board and
staff.
Your Current Rating
20. Fundraising Plan
A comprehensive plan.
Reviewed annually.
Includes short term (annual) and long-term (3-5 year)
goals.
CEO works with fundraising staff to create it.
Regularly review it and alter as necessary.
21. Assess Your Fundraising Plan
Factor
We have a comprehensive plan.
We review it annually.
It includes short and long-term goals.
CEO and staff work together to create it.
CEO and staff regularly review and
update it.
You Current Rating
23. #1 Cheerleader to Staff
Champion the cause of your organization to anyone who
will listen, including staff.
Executive and leadership staff need to feel engaged in the
fundraising process in order to embrace it fully.
Line staff need to understand how fundraising outcomes
affect them on a daily basis.
The board will reflect your support for your fundraising
staff.
24. Assess #1 Cheerleader to Staff
Activity
Our CEO champions the cause of our
organization to staff.
Executive and leadership staff feel
engaged in the fundraising process.
Line staff understand how fundraising
outcomes affect them on a daily basis.
The CEO is positive about the fundraising
staff in front of the board.
Current Ranking
26. CEO as Chief Fundraiser
You are the face of your nonprofit.
As the chief spokesperson you must articulate your
organization’s mission to anyone who will listen.
NEVER apologize for asking for support.
Stay involved in the fundraising process.
Learn more about professional fundraising and best
practices.
27. Assess CEO as Chief Fundraiser
Factor
CEO articulates our organization’s
mission to anyone who will listen.
CEO does not apologize for asking for
support.
CEO is involved in the fundraising
process.
CEO learns about professional
fundraising and best practices.
Your Current Rating
28. How did you do?
How many people got:
50-63 points
31-49 points
21-30 points
Less than 21 points
29. Coming in January
2014
Susan Black’s new
book from
CharityChannel Press!
Available on Amazon,
Barnes & Noble and
from
CharityChannel.com
31. My Contact Info:
Susan Black, M.A., CFRE
Allene Professional Fundraising
www.allenefundraising.com
sblack@allenefundraising.com
On Twitter @SusanBlackCFRE
On Facebook at Susan Black