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The Board and Volunteer Roles in Fund Development
Grey Panthers
September 27, 2008
Presenter
Mike Corbin
Senior Manager
Arab Community Center for Economic and Social Services
Agenda
HousekeepingBoard roles and responsibilities3 g’s Why donors giveDirect fund development involvementService volunteers and members
10 Basic Responsibilities
1. Determine the organization's mission and purpose. 2. Select the chief executive.
3. Provide proper financial oversight.
10 Basic Responsibilities
4. Ensure adequate resources. One of the board's foremost responsibilities is to provide adequate resources for the organization to fulfill its mission.
5. Ensure legal and ethical integrity and maintain accountability.
6. Ensure effective organizational planning.
10 Basic Responsibilities
7. Recruit and orient new board members and assess board performance.
8. Enhance the organization's public standing. The board should clearly articulate the organization's mission, accomplishments, and goals to the public and garner support from the community.
10 Basic Responsibilities
9. Determine, monitor, and strengthen the organization's programs and services.
10. Support the chief executive and assess his or her performance.
Three g’s
Three g’s
GiveGetor Get Off
2005 Contributions: $260.28 BillionBy Source of Contributions
Why donors give
1. Involved in organization/cause
2. Reps of organization really listen
3. Compassion touched
4. Confident contribution used with care
5. Someone they know and respect asks
6. Clear gift will help accomplish objectives they care about
Why donors give (cont.)
7. Understand gift will make a difference
8. Wish to pay tribute to person/event
9. Support the mission
10. Someone they trust explained the urgency of the need
11. They receive appropriate recognition
Why donors give (cont.)
12. Feel good donating to deserving charity that produces results
13. Want to pay a personal debt
Source: BoardSource
Board Activities
Budget fund raising goals and expensesWatch for “mission drift”Planning: funding mix, sustainabilityOversightSet policies: gift acceptance,
endowment, restricted funds
Direct fund development involvement
Personal giving (recruitment, orientation, policy, peer solicitation, evaluation)
Identify prospectsFoundation/corporate/civic contactAccompany staffAsk, ASK, ASK!Give recognition
Foundation and corporate fund raising
Identify people you knowBe sure there is research of “fit”Staff make the first contact and submit
proposalBe sure grant maker’s staff know of your
intent to contactContact quickly
Foundation and corporate fund raising (cont.)
Follow-up on turn-down with contact, why? and next steps
Follow-up on grant with contact to acknowledge
Celebrate and share credit with staffBe sure of timely reportingEncourage and push staff to go backSource: BoardSource
Ways to raise $100 - $5000
Write a personal checkHost a dessert party at home or
business for 20 friends and relativesSend a letter to 10 friends and relativesVolunteer to match other board
members’ contributions if everyone givesGive significant gifts with other board
members and write others together
Volunteers and Members
Specific targeting and objectivesAcknowledge current contributions of
service, dues, etc.Make the case for supportAskThe power of peer solicitationRecognition
Your experiences?
Resources
www.boardsource.orgFoundation Center Cooperating
Collections, www.foundationcenter.orgThe Chronicle of PhilanthropyAssociation of Fundraising
Professionals, www.afpnet.orgThe Development Plan, Linda
Lysakowski, Wiley 2007
Finish
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