Board members show up excited to serve and wanting to make a difference, but sometimes that changes. Why? It may be lack of knowledge, boring or uninformative board meetings or orientation. OR maybe you have a board culture that doesn’t invite new ideas and questions. Board meetings and board communication are critical aspects of causing awesome board members. This webinar with nationally renowned Fundraising Culture Changer & Master Storyteller, Lori L. Jacobwith will help you change your board story. Join Lori to answer some thought provoking questions about the board experience at your organization. Lori will be sharing templates and tools to help you support the newest or even the most savvy board members and make them feel better equipped to serve on your board.

1. Change Your
Board Story
5/14/15
1pm Eastern
The presentation will begin shortly.

2. Before We Get Started
3
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. 3
https://bloomerang.co/demo/

4. 3
Our guest presenter »
Lori L. Jacobwith
• Chief Fundraising Culture Changer &
Master Storyteller
• IgnitedFundraising.com
• Nationally recognized coach and trainer
• Has raised more than $250 million dollars
from individual donors.
• Holds a BA from the University of
Minnesota, has additional training from
Indiana University’s Fund Raising School
and is a longtime member of the
Association of Fundraising Professionals.

5. Presenter: Lori L. Jacobwith of Ignited FundraisingPresenter: Lori L. Jacobwith of Ignited Fundraising
Change Your Board Story:
How to Be An
Awesome Nonprofit
Board Member

6. About Lori
• 25 + years as Master storyteller,
fundraising culture change expert,
trainer & coach.
• Recognized as one of the top 30
most Effective Fundraising
Consultants in the US.
by The Giving Show on the Wall Street Network
• Since 2001 has helped nonprofit
organizations raise $250 million
from individual donors & counting.
LJacobwith
@LJacobwith
www.ignitedfundraising.com

7. Check In Questions
Please type your comments
into the question box.

8. What We Will Cover Today
1. Basic board duties & responsibilities.
2. What makes awesome board
members?
3. What are ways the board can be
involved and NOT have to ask for
money?
4. What exactly do you WANT from
your board?
5. Whose job is it to recruit new board
members?

9. What We Will Cover Today
6. A powerful and engaging board
orientation process.
7. Give board members
something to talk about.
8. Review what to measure &
visually display.
9. Key financial information for
your board.
10. Pop Quiz!

10. Definition
Fundraising:
The raising of assets and
resources from various
sources for the support of an
organization or a specific
project.
~ Source: AFP Fundraising Dictionary, (Association of Fundraising Professionals)

11. Definition
Development:
The total process by which
an organization increases
public understanding if its
mission and acquires
financial support for its
programs.
~ Source: AFP Fundraising Dictionary, (Association of Fundraising
Professionals)

12. Development: Everyone’s Job

13. Worksheets

14. Worksheet Section 1
I bring these talents…
Type into the question box a minimum of two
talents YOU bring to your organization.

15. 1. BASIC BOARD DUTIES &
RESPONSIBILITIES

16. Basic Board Duties & Responsibilities
• Determine your Organization's Mission
and Purpose
• Engage in Strategic Thinking & Planning
• Approve and Monitor the Work of your
Organization or Foundation
• Ensure Adequate Financial Resources
• Provide Effective Fiscal Oversight
• Ensure Sound Risk Management Policies

17. Basic Board Duties & Responsibilities
• Select and Support the Chief Executive
and Review Their Performance
• Enhance the Organization's Public Image
• Carefully Select and Orient New Board
Members and Board Leaders
• Maintain Board Structure and Operations
• Organize & Participate on Committees
and Task Forces

18. Worksheet Section 2
Answer questions
YES or NO
We provide training & support so board
members can be effective in all of the
following areas…

19. Secret to Creating an Effective Board

20. 2. WHAT MAKES AN
AWESOME BOARD MEMBER

21. What Makes an Awesome Board Member
• They are prepared & keep
commitments.11
• They speak their minds.22
• They build independent relationships.33
• They are resource rich.44
• They are strategically engaged but
operationally distant.55
http://bit.ly/ZqkMWB
Post by Brad Feld

22. Worksheet Section 3
Answer questions:
I give myself the following ranking in
these five areas…

23. 3. WHAT ARE WAYS THE BOARD CAN BE
INVOLVED AND NOT HAVE TO ASK FOR
MONEY?

24. Ways To Be Involved With Development
1. Make a personal financial gift.
2. Invite others TO GIVE time, talent, or stuff
And for some even $.
3. Act as a true ambassador & advocate.
Really.
4. Thank recent happy donors.

25. Ways To Be Involved With Development
2. Invite others TO GIVE time, talent, or stuff.
And for some even $.

26. Ways To Be Involved With Development
3. Act as a true ambassador & advocate.
Really.

27. Ways To Be Involved With Development
4. Thank recent happy donors.

28. Ways To Be Involved With Development

29. Ways To Be Involved With Development
Board Thank You Calls
Source: Donor Centered Fundraising,
Penelope Burk & Cygnus Research
0 5000 10000 15000
1st gift
2nd gift
Board Thank You Calls to
1st Time Donors
39% higher

30. Ways To Be Involved With Development
2 years late…70% retained
39% higher
70%
Source: Donor Centered Fundraising,
Penelope Burk & Cygnus Research

31. Ways To Be Involved With Development
Build a Relationship for Loyalty
• Create a simple system
to make thank you calls
& know your donors.
• You’ll raise more &
create loyal donors.

32. Ways To Be Involved With Development
5. Participate actively in some aspect of
raising awareness – Share a story that
paints a clear picture.

33. Ways To Be Involved With Development
6. Share your funding gap and explain how
money makes an impact.

34. Ways To Be Involved With Development

35. Ways To Be Involved With Development
7. Hold each other accountable.

36. Recap
Ways To Be Involved in Development
1. Make a personal financial gift.
2. Invite others to give something. Time, talent, stuff
or even financial gifts.
3. Invite people in to the organization.
Act as an “ambassador & advocate.”
4. Thank recent happy donors.
5. Participate actively in some aspect of raising awareness (story)
6. Raise awareness by sharing your money story…
your funding gap & how money makes an impact.
7. Hold each other accountable.

37. Worksheet Section 4
Answer questions:
Board members assist with &
participate in fund development
in what ways?

38. 4. WHOSE JOB IS IT TO RECRUIT NEW
BOARD MEMBERS??
RECRUITING NEW BOARD MEMBERS

39. Board & Volunteers: Identify & Recruit
Know what you are looking for.

41. When Using A Board Composition Matrix
Ask these questions:
1. What are the 3 most
important things for our
board to accomplish this
year?
2. Do we have the right
people on the board to
make that happen?

42. Recruiting Board Members
Be clear about all duties &
responsibilities, especially
if they include helping with
development activities.
Reward the behavior you
are seeking.

43. 5. WHAT EXACTLY DO YOU WANT FROM
YOUR BOARD?
REALLY? DO YOU TELL THE TRUTH?

44. What Exactly Do you WANT From Your Board?
Provide Clear & Easy To Follow Direction

46. 1. Consent Agenda
2. Meeting Agenda
3. Dashboard Financials
4. Board Succession
5. Reduced Jibber-Jabber
Best Board Meeting I Ever Attended*
http://bit.ly/BestBoardMeetingArticle
*Source: Les Wallace, Ph.D. President Signature Resources Inc.

47. Best Board Meeting I Ever Attended*
6. Executive Summaries
7. Strategic Dialogue
8. Board Development
9. Immediate Assessment
http://bit.ly/BestBoardMeetingArticle
*Source: Les Wallace, Ph.D. President Signature Resources Inc.

48. Board Self-Assessment

49. Board Self-Assessment
• To prepare for a board retreat that will
focus on setting board development
and organizational priorities.
• In preparation for a change in board
structure or practice.
• In preparation for strategic planning.
• Every two years to monitor progress
in board development.

50. 6. A POWERFUL AND ENGAGING
BOARD ORIENTATION PROCESS

51. Do You Have a Board
Orientation Process?

52. Board Orientation Checklist
One hour initial meeting
Peer to Peer orientation
Program location for
orientation meeting
Orientation packet

53. Board Orientation Checklist
Key Areas To Focus On:
“Immerse your mission” into each
meeting
Personal phone call or meeting with a
pre-determined “board buddy”
Follow-up personal contact after first
three months of board service

54. 7. GIVE BOARD MEMBERS SOMETHING
TO TALK ABOUT
SHARE INFORMATION THEY WILL WANT TO SHARE WITH OTHERS

55. Talk About Your Impact
AND what it costs, per person, per week,
per ?? to achieve that impact?

56. Communication
1. Includes listening.
2. It’s personal.
3. Provides meaningful
feedback both ways.
4. Provides information
and messages that
inspire action.

57. Blog Post: Fire Starters - May 15, 2013

58. 8. WHAT TO MEASURE AND VISUALLY
DISPLAY
DASHBOARDS & ACCOUNTABILITY VISUAL DISPLAYS

59. Common Mistakes
Inadequate Context for
the Data
When?
How much is left to raise?
How much time to reach
goal?

60. Better Context for the Data
Shows when.
Shows how much is
left to raise.
Shows amount of time
left to reach goal.

61. Not Helpful Visual Display

62. Helpful Visual Display

63. Accountability = Success
“Accountability… is
being held responsible
for one's actions…”

64. Categories of Nonprofit Dashboards
Four Necessary Ingredients for Holding People Accountable
• Establishing clear expectations
• Preparing people to meet those expectations
with needed training and support
• Monitoring Performance
• Attaching consequences to the results
~ Source: London, M., & London, M. (2007). First-time leaders of small groups: how to create
high-performing committees, task forces, clubs, and boards. San Francisco: John Wiley & Sons

65. Using Dashboards to Cause Action
Board Dashboards & Data Updates
Source: Blue Avocado A Nonprofit Dashboard & Signal Light for Boards

66. Using Dashboards to Cause Action
Source: Blue Avocado A Nonprofit Dashboard & Signal Light for Boards

68. Donor Data Updates

69. 9. KEY FINANCIAL MEASURES FOR YOUR
BOARD
MORE DASHBOARDS AND VISUAL DISPLAYS

70. Key Financial Information
Over the Past/Present/Future
CashCash
Net
Assets
Net
Assets
DebtDebt
Working
Capital
Working
Capital

71. Key Financial Information

72. Financials Should Tell A Story
Source: Nancy Lee, Nonprofit Consultant

73. Source: Nancy Lee, Nonprofit Consultant
Financials Should Tell A Story

74. Lori’s Motto for Board & Staff
It is 100% staff responsibility
for board members to be
GREAT.
And it is 100% board
members responsibility to
DO WHAT WE SAID WE’D
DO.

75. 10. POP QUIZ

76. Pop Quiz
1. The board signs an annual board
agreement that clearly spells out
what the expectations are for
participation other than attending
meetings.
2. Our board members know they are
expected to assist with development
efforts.
3. I am certain our staff provides our
board with data and support to be a
good board member.

77. Pop Quiz
4. 100% of our board makes an annual
financial gift.
5. Our board members regularly share
compelling stories about our impact.
6. Our board members understand and
share information regularly about our
funding gap.
7. Our board conducts regular self-
assessments to measure their own
effectiveness.

78. How to Be An Awesome Nonprofit Board Member

79. Worksheet Section 5
Share:
One thing you learned.
One thing you will change
to create an even more effective board

80. ENews: www.ignitedfundraising.com
LJacobwith
@LJacobwith
Fire Starters Blog:
www.ignitedfundraising.com/blog
Books:
Complete Storytelling System
Nine Steps for A Successful Fundraising Campaign
Free Resources
http://www.ignitedfundraising.com/training/free/
Staying Connected

81. Free Reference
Guide & ebook
http://bit.ly/bloomerangmissionpossible
Case Sensitive Link

82. Jim Collins, Good To Great &
The Social Sectors
“Greatness is not a function
of circumstances.
Greatness, it turns out is
largely a matter of
conscious choice and
discipline.”

83. Thank You!Thank You!
Change Your Board Story:
How to Be An
Awesome Nonprofit
Board Member

84. Questions?

85. Free educational resources »
https://bloomerang.co/resources
•Daily blog post
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https://bloomerang.co/resources/webinars/
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