Presentation given at 2013 Leading Age Conference. Prepared by Ed Allen for panel discussion. Comments/questions. edallenera@gmail.com

1. Enriching Mississippi Elders’
lives through leaders whose
dedication & faithful support shapes
our mission.
…serving older adults in the spirit of Christian love.

2. HIGH PERFORMANCE
PHILANTHROPIC TEAMS
A symphony of doing the right thing.
Model humble appreciation.
Passion for your mission.
Knows and respects each
constituent well enough
to effectively run
the course to success.

3. CEO – BOARD – DEVELOPMENT
LEADERSHIP
Common
Sense
Humble
Appreciation
Know
strengths and
personalities
constituting
the
philanthropic
team

4. The Symphony
Conductor
Concert
Master
Musicians Back Stage Beneficiaries

5. Symphony of Philanthropy
CEO Board Chair Volunteers Development Mission

6. CEO – Board – VP
Must Haves
Talent
Entrepreneurial
spirit
Vision
Humility …
know you are
called to serve
Enthusiasm for
fundraising
Passion for the
mission
Confidence

7. No Surprises Board Recruitment
Discuss
engagement
mission
advancement
resources
Clearly
understood
fundraising
leadership
Called to
service
through
engagement
Networking,
cultivation,
and
solicitation

8. CEO Roles & Strengths
Public Face
Engaged in the
development
process
Primary Contact
Active in Board and
influencer networks
Genuine Care for
all prospects and
donors
Constituent
accessibility
Strategic thinker
and planner
Passionate about
gift development
and solicitation.

9. VP of Development
Roles & Strengths
Knows Constituents’
capacity and
interests
Identifies and
engages support
networks
Active in Board and
influencer networks
Participates in the
greater Community
Knows where, when
and how to plug in
the CEO
Strategic (Moves)
planner
Passion for gift
development and
solicitation.

10. Dancing With The Players
CEO
• Knows where the VP of
Development is headed –
and why.
• Knows what the VP of
Development and others
are doing with prospects
and donors.
• Collaborative planning
VP of Development
• Knows where the CEO is
headed – and why.
• Knows what the CEO and
others are doing with
prospects and donors.
• Collaborative planning

11. Effective CEO’s, Boards & VP’s of
Development Build Partnerships
Know, understand,
and support your
people.
Recruit while
educating – no
surprises
Transparent
Respect,
Confidence and
Trust
Develop and
embrace strategy
Equip, accompany,
and debrief
Nudge one another
Ask for
participation and
the pledge/gift.

12. Fundraising Operational Plan
CEO – VP of Development Collaboration
Corporate Leadership Team Ownership
Board and Development Committee Chairs
Board Discussion and ownership
No Board Ownership – No Board Participation

13. CEO – Board -VP
On the Same Process Page
Leadership
Identifies
prospects -
donors and
their
interests
Affirm
interests and
involve
constituent
in mission
Develop,
receive, and
appreciate
first gift
Further
develop
relationships
leading to
repeat gifts

14. High Performance Philanthropic
Team Egos
Short on I – Me - My
Long on We – Us - Our
Success is mission driven
Our Elders and our mission
are why we serve
Fortunate to serve –
not be served.

15. Together,
We Will
Establish and support
our culture of
philanthropy
Share our visions for
Elder living
opportunities
Shape our future
service through
cooperative
fundraising leadership

16. Enthusiasm Is Contagious
By enthusiastically understanding and embracing
their vital roles in fundraising initiatives to fulfill
our visions for serving our residents –
CEO’s, Boards, Staff, Volunteers, and VP’s of
Development become
High Performance
Philanthropic
Teams.

17. Your Questions