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A step by step approach to engage  non-profit board members  in fundraising Michele R. Berard, MBA, CFRE Raising Money  Through Trusteeship
Step #1 Establish a clear set of expectations and responsibilities Begins with a Job Description Regardless of the size, all non-profits need to have clearly defined roles and  responsibilities with measureable outcomes No need to reinvent the wheel, a guideline already exists
the trilogy of Time, Talent, Treasure  However, don’t make the mistake that many do accepting that Trustees perform only one of the three Ts. Can your organization support Trustees that choose to do only one of  the three Ts?   If you answered yes, you don’t need to be in this session! All the organizations that I know, and in these current times, we need all the help we can get, therefore, all Trustees must participate in all Three T’s
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample Job Description (continued): ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step #2 Provide a list of ways Trustees/Board  Members can participate in the last “T”
treasure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],“ I’ll do anything but ask people for money”
A List of “No-Ask” Development Tasks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step #3 Establish performance metrics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step #4 Don’t Eat your Chickens! ,[object Object],[object Object],[object Object],[object Object]
Questions & Comments Raising Money  Through Trusteeship

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Raising Money with Board members

  • 1. A step by step approach to engage non-profit board members in fundraising Michele R. Berard, MBA, CFRE Raising Money Through Trusteeship
  • 2. Step #1 Establish a clear set of expectations and responsibilities Begins with a Job Description Regardless of the size, all non-profits need to have clearly defined roles and responsibilities with measureable outcomes No need to reinvent the wheel, a guideline already exists
the trilogy of Time, Talent, Treasure However, don’t make the mistake that many do accepting that Trustees perform only one of the three Ts. Can your organization support Trustees that choose to do only one of the three Ts? If you answered yes, you don’t need to be in this session! All the organizations that I know, and in these current times, we need all the help we can get, therefore, all Trustees must participate in all Three T’s
  • 3.
  • 4.
  • 5.
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  • 7.
  • 8.
  • 9. Questions & Comments Raising Money Through Trusteeship