board ambassadorship: ensuring necessary resources

BOARDSOURCE

BOARD AMBASSADORS:

ENSURING NECESSARY RESOURCES

Emily Davis, MNM

President, Emily Davis Consulting

Senior Governance Consultant, BoardSource

November 9, 2016

WEBINAR LOGISTICS

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@AskEmilyD

@boardsource

#governance

#nonprofit

#leadership

#philanthropy

A LITTLE ABOUT YOU

Question/concern

about board

fundraising?

Are you a board

member? Staff?

Other? HI!

ROLES & RESPONSIBILITIES

Set Organizational Direction

Provide Oversight Ensure Necessary Resources

HATS WE WEAR

Legal AmbassadorVolunteerConnectionsResources

Communications

Duty of CareDuty of Loyalty

Duty of Obedience

Board works for staffAvoid micromanagement

FUNDRAISING PLAN & STAFF

WHAT DOES IT MEAN?

ENSURE NECESSARY RESOURCES

CEOBoard Members

Supporters

PoliciesPlanning

Board Giving

ProspectingCultivation

Stewardship

THE “F” WORD

FUNDRAISING IS NOT…

BEGGING ATMs

FUNDRAISING IS…

CAPACITY FRIENDSMISSION

FUND DEVELOPMENT

Diversity is keyIndividuals

Membership

Special events

Foundation grants

Government grants

Corporate sponsorship

Earned income

Service clubs

FUNDRAISING BY THE NUMBERS*

*Giving USA 2014

DONORS & GIVING

BEQUESTS/PLANNED GIFTS

MAJOR GIFTSCapital campaigns

Endowment campaignsSpecial events

ANNUAL GIVING Annual campaigns

Special eventsDirect mail

Online givingMembership programs

ONSITE/FIRST TIME GIFTSNewsletters

VolunteerismSocial media

Peer-to-peer giving

DONORS & GIVING

New gifts

Annual donors

Midsize donors

Major donors

Planned giving

THE FUNDRAISING PROCESS

PROSPECTING Identification Preparation

CULTIVATION Build the Relationship

Engage the Donor Ask for the Gift

STEWARDSHIP Recognition Reporting Communicating Engagement

Yes, but not that much

No

3 POSSIBLE OUTCOMES

YES!!

FUNDRAISING BY TIME

Involve & Engage Donors25%

Identification of Prospects

20%Educate & Cultivate

25%

Ask for Gifts5%

Thanks & Recognize

25%

QUESTIONS?

GIVING MOTIVATIONS

* Kay Sprinkel Grace

Philanthropy

Connection

Concern

Capacity

SHARED LEADERSHIP

BOARD LEADS

SHARED LEADERSHIP

ED LEADS

Strategic Plan

FundingStrategies

EvaluationBoard

Meeting Prep

Policy Questions

Staff Hiring &

Oversight

Develops, Implements, &

Oversees Programs

Chief Fundraiser

Operations Reporting

Create & Review Policy

ED Hiring & Oversight

Connections to Funding

Financial Due

Diligence

Board Recruitment & Retention

FUNDRAISING ROLES

EXECUTIVEDIRECTOR

Chief Fundraiser

Media Spokesperson

Fundraising Planning

Board & Staff Liaison

DEVELOPMENT STAFF

Fundraising Strategy

Moves Management

Identify/Communicate

Needs

BOARD OF DIRECTORS

Connect to Funding

Make Gifts

Policies

FUNDRAISING COMMITTEE

Board & Staff Liaison

Staff support on specific

efforts/campaigns

ASK THE RIGHT QUESTIONS

What is our capacity? What does success look like? What matters the most to us?

How does this serve our mission? How does it fit our strategic goals?How might this be a challenge for us?

Why is this important right now? Why should we consider other options? Why is this relevant to our stakeholders?

100% BOARD GIVING

Board Giving Commitment

Open Ended

Flexible

Specific0%10%20%30%40%50%60%70%80%

68%74%

46%

BoardParticipationinGiving

BOARD ROLES*

Meeting & engaging

with people

Connector

Illustrating the work in a compelling

way

Storyteller

Making the case for the

future

Visionary

Asking for specific

support or involvement

Closer

*Creation in Common

FUNDRAISING POLICIES

• Gift acceptance policy

• Personal giving policy

• Ethics statement

• Sponsorship endorsement

• Donor relations

• Board member fundraising

RESOURCES

• Fearless Fundraising

• A Fundraising Guide for Nonprofit Board Members

• Nonprofit Board Answer Book

• Creating Caring and Capable Boards

• 10 Basic Responsibilities of Nonprofit Boards

• The Nonprofit Policy Sampler

• Association of Fundraising Professionals

Emily Davis, MNMPresident, Emily Davis Consulting

Senior Governance Consultant, BoardSource(720) 515-0581

emily@emilydavisconsulting.com

emilydavisconsulting.com