BOARDSOURCE
BOARD AMBASSADORS:
ENSURING NECESSARY RESOURCES
Emily Davis, MNM
President, Emily Davis Consulting
Senior Governance Consultant, BoardSource
November 9, 2016
WEBINAR LOGISTICS
TURN ON YOUR TECH
Follow the conversation…
@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
emilydavisconsulting.com