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How to Turn Your Board Members into Fantastic Fundraisers
Amy Eisenstein, ACFRE
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Fundraising is more effective when volunteers are used.
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Walkathon
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Ask Language
1. Identify Fundraising Opportunities
2. Recruit Board Members Properly
3. Provide Ongoing Training/Discussions
3 Simple Steps
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Ask Language
Identify Fundraising Opportunities
Step 1
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KISS
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For my birthday tomorrow, I'd love for my Facebook friends to donate to Charity: Water,
bringing fresh drinking…
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Fundraising Cycle
STEP 1: Identification
Step 2: Cultivation
Step 3: Solicitation
Step 4: Stewardship
Fundraising Cycle
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You
Friends
Family
ColleaguesNeighb
ors
Service Providers
Social Clubs
Religious Orgs.
Identify
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Coordinate coffee with EDShare info on social media
Invite to events
Give tours
Volunteer
Provide updates
Cultivate
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Ask for major gifts
Invite to FR events
Solicit sponsorship
Sell tickets
Personalize appealsPhone-a-thon
Solicit
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Steward
Make callsSign lettersThank in personSend an email
Recognition
How money was used
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Ask Language
Recruit Board Members Properly
Step 2
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Board Recruitment
1. Identify Qualities and Characteristics A. Expertise/ExperienceB. DiversityC. RepresentationD. Fundraising
2. Collect Resumes and Interview Candidates
3. Provide Orientation
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Board Member Expectation Form
Provide expertise
Make a personal financial contribution
Attend and participate in meetings
Serve on a sub-committee
Attend fundraising events and activities
Help with fundraising
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Ask Language
Provide Ongoing Training/Discussions
Step 3
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Ask Language
Board Retreats
Every Board Meeting
Provide Ongoing Training/Discussions
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Ask Language
Month Topic Facilitator Notes/Other
January Bequests Consultant
March Sponsorships DOD Spring Gala
May Identification Consultant
July Cultivation DOD Brainstorm
September Appeal DOD Handwrite Notes
November Major Gifts Consultant Role Play Asking
Discussion Topic Calendar
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Ask Language
1. Introduction/Ice Breakers/ Team Building
2. Board Member Roles and Responsibilities
3. Strategic Planning
4. Fundraising Training
5. Next Steps
Board Retreat Agenda
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Ask Language
1. Change the language and the mindset
2. Tell success stories/give examples
3. Practice and role play
4. Provide tools and techniques
Take the Fear Out of Fundraising
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Ask Language
Break it down into doable tasks, so your board members can succeed!
Moderate Your Expectations
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Ask Language
1. Identify Fundraising Opportunities
2. Recruit Board Members Properly
3. Provide Ongoing Training/Discussions
How to Turn Board Members into Fantastic Fundraisers in 3 Simple Steps
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Thank You!
Amy Eisenstein, ACFRE
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