philanthropic teams - leadingage
TRANSCRIPT
HIGH PERFORMANCE
PHILANTHROPIC TEAMS
A symphony of doing the right thing
Living with humble appreciation.
Passion for your mission.
Knows and respects each
constituent well enough
to effectively run
the course to success.
CEO – BOARD – DEVELOPMENT
LEADERSHIP
Common Sense
Humble Appreciation
Knowing strengths and personalities constituting
the philanthropic
team
The Symphony
Conductor Concert Master
Musicians Back Stage Beneficiaries
The Symphony
Conductor Concert Master
Musicians Back Stage Beneficiaries
Symphony of Philanthropy
CEO Board Chair Volunteers Development Mission
CEO – Board – VP Must Haves
Talent
Entrepreneurial spirit
Vision
Humility … know you are called to serve
Enthusiasm for fundraising
Passion for the mission
Confidence
No Surprises Board Recruitment
Discuss engagement
mission advancement
resources
Clearly understood fundraising leadership
Called to service through
engagement
Networking, cultivation,
and solicitation
CEO Roles & Strengths
Public Face
Engaged in the development
process
Primary Contact
Active in Board and influencer networks
Genuine Care for all prospects and
donors
Constituent accessibility
Strategic thinker and planner
Passionate about gift development and solicitation.
VP of Development
Roles & Strengths Knows Constituents’
capacity and interests
Identifies and engages support
networks
Active in Board and influencer networks
Participates in the greater Community
Knows where, when and how to plug in
the CEO
Strategic (Moves) planner
Passion for gift development and
solicitation.
Effective CEO’s & VP’s
Build Partnerships
Know, understand, and support your
people.
Recruit while educating – no
surprises
Transparent Respect,
Confidence and Trust
Develop and embrace strategy
Equip, accompany, and debrief
Nudge one another
Ask for participation and the pledge/gift.
Dancing with the players
CEO
• Knows where the VP of Development is headed – and why.
• Knows what the VP of Development and others are doing with prospects and donors.
• Collaborative planning
VP of Development • Knows where the CEO is
headed – and why.
• Knows what the CEO and others are doing with prospects and donors.
• Collaborative planning
Fundraising Operational Plan
CEO – VP of Development Collaboration
Corporate Leadership Team Ownership
Board and Development Committee Chairs
Board Discussion and ownership
No Board Ownership – No Board Participation
CEO – Board -VP
On the Same Process Page
Leadership Identifies
prospects - donors and
their interests
Affirm interests and
involve constituent in mission
Develop, receive, and appreciate
first gift
Further develop
relationships leading to
repeat gifts
High Performance Philanthropic
Team Egos
Short on I – Me - My
Long on We – Us - Our
Success is mission driven
Our Elders and our mission are why we serve
Dedicated to serving – not being served.
Together,
We Will Establish and support
our culture of philanthropy
Share our visions for Elder living
opportunities
Shape our future service through
cooperative fundraising leadership
Enthusiasm Is Contagious
By enthusiastically understanding and embracing their vital roles in fundraising initiatives to fulfill
our visions for serving our residents –
CEO’s, Boards, Staff, Volunteers, and VP’s of
Development become
High Performance
Philanthropic Teams.