2010-10-14 presentation to AFP Midland Tx

1. Create a Fundraising Action Plan for
Your Board Members
and
Put Them to Work
Where You Need Them
AFP Midland, Texas
October 27, 2010
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2. Agenda
I. Get yourself ready
II. Five steps to put them to work
III. Structure and support to make it happen
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3. Board Members
and Fundraising
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4. First: What YOU Have To Do
1. Get to know your board members.
2.Decide what you want them to do.
3.Allocate your own time.
4.Enlist your board leadership.
5.Create a snappy brand name.
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5. Psych Yourself Up
• Be ready to lead them
• Be the cheerleader
• Set realistic expectations
• Make it fun
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6. Five Steps to Success!
Create a Fundraising Action Plan
With Your Board
Step One: Fire up your board!
Step Two: Attitude adjustment!
Step Three: Training - give them the right tools and skills
Step Four: Very specific jobs
Step Five: A great reporting and support structure
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7. Step One: Fire Up Your Board
About the Cause!
• Mission moments
• Testimonials
• Field trips
• IMPACT!
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8. No Boring Meetings!
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9. 9
Is this your board meeting?

10. Step 2: Three DEEPER Conversations
1.What are we raising money for?
2.Why do you care about our cause?
3. Why are volunteers so powerful?
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11. Most Board Members’ Definition of
Fundraising
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12. Board Members Think
Fundraising = Cold Calls
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13. Board Members
Think:
Fundraising =
Begging
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14. My Yoga
Teacher’s
GREAT Lesson
on Fundraising
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15. Step 3: Training
Give Them the Right Tools and Skills
• Friendraising
• The process of fundraising
• Relationship building
• It’s NEVER about money
• High intention low pressure
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16. • WHAT you say
• HOW you say it
• Request for followup
The Elevator Speech

17. Fundraising is
NOT
Asking for Money
It’s
Making and
Keeping Friends
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18. Fundraising as Friendmaking
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19. Step 4: Give Them Very Specific
Jobs
• Narrow narrow focus
• Keep it very simple
• They get to choose
• Not too many choices
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20. Step 4: Very Specific Jobs
1. VIP Prospect List
2. Hosting tours
3. Hosting socials (door openers)
4. Tables at the gala
5. Thank you phone calls
6. Following up after events
7. Accompanying you on visits and calls
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21. Fundraising IS… A Process
Plenty of Activities for Board Members
THANK THANK
THANK AGAIN
CULTIVATE AND
INVOLVE
ASK FOR
SUPPORT
IDENTIFY
PROSPECTS
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22. Time and Energy Spent in
Each Part of the Fundraising Cycle
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23. Step 5:
Set Your Board Members
Up To Win
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24. Step 5: Reporting and Support
Structure Create Ownership
• It’s MINE!
• Task forces
• Team leaders
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25. Guidelines for a Crackerjack Structure
1. Each person makes their own commitment
2. Specific time frame
3. Clearly identified project
4. Clearly identified goal
5. Clearly identified beneficial outcomes
6. Clearly defined jobs – no questions or dilly-
dallying
7. Proper Set up
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26. A Set-Up That
Creates Ownership
Let them
• choose what they
want to do
• set their own goals
• take the
responsibility
Encourage competition
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27. “Moral Support” is Essential
• Board Chair
• Team Leaders
• Peer Support
• Support = communication
• Coaching, encouraging
• Checking in
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28. Peer Pressure
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29. Keep Fundraising High
On Your Board’s Agenda – 9 Questions
1.How do our fundraising programs work?
2.What are the trends in our fundraising strategies?
3.What do you most need board members to do this year?
4.Why are board members important?
5.What will it take to get us to a higher goal?
6.What will happen if we miss the goal?
7.What exactly are we raising money for?
8.What could we do if we raised more money?
9. What’s the impact we want to make in our community?
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30. What Will Ruin Everything
• Finger wagging
• Talking down
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31. Is This Your Board?
Is This Your Board?
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Let’s go for it!

32. www.gailperry.com
Free Audio Download: “Asking for Gifts, How to Never, Ever Get Turn
Facebook: Fired up Fundraising Page
Twitter @gailperrync
Don’t let our relationship end today!
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