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1
The Situation
Between Boards
and Staff . . .
2
Mass Confusion
3
Who’s supposed to do what?Who’s supposed to do what?
The Myth of Board Members and
Fundraising 	
  
4
The Myth of Board Members and
Fundraising
Mention the F-Word . . .
5
6
Most Board
Members’
Definition of
Fundraising
7
Board Members Think
Fundraising = Rejection

8
9
They Think Fundraising = Cold Calls
The Fired-Up System
1.	
  Fire-­‐
Up	
  Your	
  
Board!	
  
2.	
  
Redefine	
  
Fund-­‐
raising	
  
3.	
  Easy	
  
NO	
  ASK	
  
Jobs	
  	
  
11
Step One:
Get Your
Board Fired
Up About the
Cause
12
Board Members Need
To Connect with
the Passion
That Brought Them To You
13
Ignite Your Board’s Passion
#1 Personal story
#2 What are we raising $ for?
#3 Mission moments
#4 Interesting meetings
#5 Social time
#6 Focus on action items
Step 2: Re-Define Fundraising
# 1 Let Them Talk About
Their Fear

15
How Do You
Really Feel
About Asking
For
Contributions?
“It never feels appropriate.”
“Believe it or not, I’m afraid of being rejected.”
--
“It just feels so tacky to ask for money.”
“I’ll ask them for money, and they’ll turn right
around and ask me.”
“My friends might drop me if I ask them for
money!”
Fundraising’s Dark Side:
#2 Donor Joy:
“How Did You Feel The Last Time You
Gave to Your FAVORITE CAUSE?”

17
•  Proud	
  …	
  Joyful	
  …	
  Happy…
Powerful	
  …	
  Excited.	
  .	
  .	
  Hopeful	
  	
  
•  Wish	
  I	
  could	
  do	
  more	
  	
  
•  Part	
  of	
  something	
  important	
  
•  Glad	
  to	
  be	
  a	
  partner	
  	
  
•  Want	
  to	
  make	
  a	
  difference	
  
The Difference
Volunteers Donors
19
20
A Revolutionary Idea
We’d rather
have
FRIENDS
than donors!
21
What Will
Friends Do
For You?
22
When the
Going Gets
Tough, Where
Will Your
Friends Be?
23
#3 Fundraising is NOT
Asking for Money
It’s Making and Keeping Friends
24
What Would Your Fundraising
Program Look Like if You Made it a
Friendraising Program?
25
26
Fundraising’s
Dirty Little Secret:
Waaaay Too Much
Donor
ATTRITION
27
After Their Gift,
Do Your Donors Fall Into
the “Donor Abyss?”
28
Make Friends Out of Your
Donors
And Encourage Them to Stick
Around
#4 Plenty of No Ask Activities for
Board Members in the Fundraising
Cycle
THANK THANK
THANK AGAIN
CULTIVATE AND
INVOLVE
ASK FOR
SUPPORT
IDENTIFY
PROSPECTS
29
Time and Energy Spent in
Each Part of the Fundraising Cycle
30
Time and Energy Spent in
Each Part of the Fundraising Cycle
31
#5 The Power of A Volunteer:
If our true believers won’t help us, who will?
Albert Camus
#6 Optimism and Abundance
1.  Deal with their fear
2.  Donor joy
3.  Make friends first
4.  They don’t have to ask
5.  The power of a volunteer
6.  Optimism and abundance
Redefine Fundraising
STEP 3: Specific NO ASK
Fundraising Jobs 	
  
•  Narrow focus
•  Simple
•  They get to choose
35
Easy	
  Fundraising	
  Jobs	
  
VIP	
  Prospect	
  List	
  
Who	
  are	
  the	
  10	
  most	
  
important	
  people	
  
who	
  could	
  catapult	
  
your	
  organizaHon?	
  	
  
 	
  Easy	
  Fundraising	
  Jobs	
  
Ask	
  for	
  Advice	
  	
  
•  If you want money,
ask for advice.
•  If you want advice,
ask for money.
 	
  Advice	
  Visits	
  
“I've	
  been	
  having	
  a	
  great	
  Hme	
  contacEng	
  various	
  business	
  leaders	
  
asking	
  for	
  their	
  coaching/opinion	
  on	
  making	
  the	
  Grand	
  Canyon	
  
Chapter	
  of	
  the	
  Red	
  Cross	
  a	
  success.	
  	
  	
  
I	
  briefly	
  outline	
  the	
  reasons	
  I	
  serve	
  on	
  the	
  board,	
  what	
  the	
  Red	
  
Cross	
  does	
  in	
  our	
  community,	
  and	
  ask	
  what	
  successful	
  pracEces	
  
they	
  have	
  seen	
  on	
  other	
  charitable	
  boards.	
  	
  	
  
The	
  response	
  is	
  great.	
  	
  They	
  are	
  interested	
  in	
  the	
  Red	
  Cross	
  and	
  
want	
  to	
  have	
  on-­‐going	
  dialogue!	
  	
  It's	
  about	
  relaEonships......	
  
Thanks	
  again,	
  Gail	
  	
  
	
  	
   	
  Karen	
  Mildenhall,	
  Chair-­‐Elect	
  Phoenix	
  Red	
  Cross	
  
 Easy	
  Fundraising	
  Jobs	
  	
  
Host	
  A	
  Behind	
  the	
  Scenes	
  Tour	
  
•  Board	
  members	
  invite	
  their	
  
FRIENDS	
  
•  Board	
  member	
  welcomes	
  
•  Call	
  the	
  next	
  day:	
  	
  	
  
–  “What	
  were	
  your	
  
impressions?”	
  	
  
39
 Easy	
  Fundraising	
  Jobs	
  
Small	
  Socials	
  and	
  Gatherings	
  
• No solicitations!
• Plan your followup
– or don’t do it!
Easy	
  Fundraising	
  Jobs	
  	
  
Thank	
  You	
  Calls	
  to	
  Donors	
  
•  The next solicitation,
those called gave 39%
more.
•  After 14 months, those
called were giving 42%
more.
Donor Centered Fundraising,
Penelope Burk
•  One out of 10 gifts, board members made thank you
calls 24 hours after receiving the gift.
The	
  LAST	
  WORD	
  
Successful	
  Fundraising	
  in	
  a	
  Tough	
  Economy	
  
“Persistence	
  is	
  key	
  	
  
especially	
  when	
  budgets	
  are	
  9ght”	
  
-­‐NC	
  Congressman	
  Bob	
  Etheridge	
  	
  
upon	
  giving	
  one	
  of	
  my	
  clients	
  a	
  check	
  for	
  $1	
  million	
  
42
Next	
  Webinars	
  	
  
Dec.	
  7:	
  Last	
  Minute	
  Strategies	
  to	
  Raise	
  The	
  Money	
  You	
  Need	
  
Jan	
  12:	
  2011	
  Trend	
  Outlook:	
  	
  
Seven	
  New	
  Rules	
  for	
  Fundraising	
  in	
  Changing	
  Times	
  
Feb:	
  Create	
  an	
  Engaged,	
  EnthusiasEc	
  Board	
  Full	
  of	
  Passion	
  for	
  
the	
  Cause	
  
Weekly	
  NEWSLETTER	
  	
  
www.gailperry.com	
  
LinkedIn,	
  Facebook	
  and	
  Twiber	
  	
  
@gailperrync	
  
43

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Afp toronto 2010 11 f ire up your board for fundraising- easy jobs for every board member

  • 3. 3 Who’s supposed to do what?Who’s supposed to do what?
  • 4. The Myth of Board Members and Fundraising   4 The Myth of Board Members and Fundraising
  • 6. 6
  • 10. The Fired-Up System 1.  Fire-­‐ Up  Your   Board!   2.   Redefine   Fund-­‐ raising   3.  Easy   NO  ASK   Jobs    
  • 11. 11 Step One: Get Your Board Fired Up About the Cause
  • 12. 12 Board Members Need To Connect with the Passion That Brought Them To You
  • 13. 13 Ignite Your Board’s Passion #1 Personal story #2 What are we raising $ for? #3 Mission moments #4 Interesting meetings #5 Social time #6 Focus on action items
  • 14. Step 2: Re-Define Fundraising
  • 15. # 1 Let Them Talk About Their Fear 15 How Do You Really Feel About Asking For Contributions?
  • 16. “It never feels appropriate.” “Believe it or not, I’m afraid of being rejected.” -- “It just feels so tacky to ask for money.” “I’ll ask them for money, and they’ll turn right around and ask me.” “My friends might drop me if I ask them for money!” Fundraising’s Dark Side:
  • 17. #2 Donor Joy: “How Did You Feel The Last Time You Gave to Your FAVORITE CAUSE?” 17
  • 18. •  Proud  …  Joyful  …  Happy… Powerful  …  Excited.  .  .  Hopeful     •  Wish  I  could  do  more     •  Part  of  something  important   •  Glad  to  be  a  partner     •  Want  to  make  a  difference  
  • 23. When the Going Gets Tough, Where Will Your Friends Be? 23
  • 24. #3 Fundraising is NOT Asking for Money It’s Making and Keeping Friends 24
  • 25. What Would Your Fundraising Program Look Like if You Made it a Friendraising Program? 25
  • 27. 27 After Their Gift, Do Your Donors Fall Into the “Donor Abyss?”
  • 28. 28 Make Friends Out of Your Donors And Encourage Them to Stick Around
  • 29. #4 Plenty of No Ask Activities for Board Members in the Fundraising Cycle THANK THANK THANK AGAIN CULTIVATE AND INVOLVE ASK FOR SUPPORT IDENTIFY PROSPECTS 29
  • 30. Time and Energy Spent in Each Part of the Fundraising Cycle 30
  • 31. Time and Energy Spent in Each Part of the Fundraising Cycle 31
  • 32. #5 The Power of A Volunteer: If our true believers won’t help us, who will? Albert Camus
  • 33. #6 Optimism and Abundance
  • 34. 1.  Deal with their fear 2.  Donor joy 3.  Make friends first 4.  They don’t have to ask 5.  The power of a volunteer 6.  Optimism and abundance Redefine Fundraising
  • 35. STEP 3: Specific NO ASK Fundraising Jobs   •  Narrow focus •  Simple •  They get to choose 35
  • 36. Easy  Fundraising  Jobs   VIP  Prospect  List   Who  are  the  10  most   important  people   who  could  catapult   your  organizaHon?    
  • 37.    Easy  Fundraising  Jobs   Ask  for  Advice     •  If you want money, ask for advice. •  If you want advice, ask for money.
  • 38.    Advice  Visits   “I've  been  having  a  great  Hme  contacEng  various  business  leaders   asking  for  their  coaching/opinion  on  making  the  Grand  Canyon   Chapter  of  the  Red  Cross  a  success.       I  briefly  outline  the  reasons  I  serve  on  the  board,  what  the  Red   Cross  does  in  our  community,  and  ask  what  successful  pracEces   they  have  seen  on  other  charitable  boards.       The  response  is  great.    They  are  interested  in  the  Red  Cross  and   want  to  have  on-­‐going  dialogue!    It's  about  relaEonships......   Thanks  again,  Gail          Karen  Mildenhall,  Chair-­‐Elect  Phoenix  Red  Cross  
  • 39.  Easy  Fundraising  Jobs     Host  A  Behind  the  Scenes  Tour   •  Board  members  invite  their   FRIENDS   •  Board  member  welcomes   •  Call  the  next  day:       –  “What  were  your   impressions?”     39
  • 40.  Easy  Fundraising  Jobs   Small  Socials  and  Gatherings   • No solicitations! • Plan your followup – or don’t do it!
  • 41. Easy  Fundraising  Jobs     Thank  You  Calls  to  Donors   •  The next solicitation, those called gave 39% more. •  After 14 months, those called were giving 42% more. Donor Centered Fundraising, Penelope Burk •  One out of 10 gifts, board members made thank you calls 24 hours after receiving the gift.
  • 42. The  LAST  WORD   Successful  Fundraising  in  a  Tough  Economy   “Persistence  is  key     especially  when  budgets  are  9ght”   -­‐NC  Congressman  Bob  Etheridge     upon  giving  one  of  my  clients  a  check  for  $1  million   42
  • 43. Next  Webinars     Dec.  7:  Last  Minute  Strategies  to  Raise  The  Money  You  Need   Jan  12:  2011  Trend  Outlook:     Seven  New  Rules  for  Fundraising  in  Changing  Times   Feb:  Create  an  Engaged,  EnthusiasEc  Board  Full  of  Passion  for   the  Cause   Weekly  NEWSLETTER     www.gailperry.com   LinkedIn,  Facebook  and  Twiber     @gailperrync   43