Amy Eisenstein - "3 Simple Steps Turn Your Board Members into Fantastic Fundraisers"

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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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