Deepening Board Involvement

P r e s e n t e d f o r : 2 0 1 4 F u n d R a i s i n g S u c c e s s V i r t u a l C o n f e r e n c e

T h u r s d a y D e c e m b e r 1 1 t h

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What’s Up?

Tactics: How to f ire up your board

Tips: How to create comfort around connections

Tools: How to use online research for major donor prospecting

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1st Goal: Let’s fire up the board

- Marc’s “21 Ways for Board Members to

Engage in Fundraising” ( f r e e ) .

- Brag! Talk about your impact ( # 2 f r o m l i s t i n g )

- Customize stories around board member’s communication style ( # 1 2 f r o m l i s t i n g )

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1st Take-Away: People are Unique

- Communication Assessment ( s e e h a n d o u t )

- 4 Styles: Action, Process, Idea or People

- Customize talking points/pitch around style

( h o w y o u c o n v e y m e s s a g e t o b o a r d m e m b e r s )

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1st Take-Away: Customize It!

- ( i . e . ) Board Member identi f ies as Action

- Goal is to create comfort based upon the person’s orientation ( s e e p a g e 6 o f h a n d - o u t )

- Focus on result , be brief ( s e e f u l l l i s t i n g , p a g e 6 )

- Soup Kitchen: wi l l a lways want to know how many bowls of soup were served

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2nd Goal: Create comfort t o g e t c o n n e c t i o n s

- Disclose purpose

- Classi fy types & tangible needs

- Create a strategy w/moves management

- Report back & share progress ( p r i v a t e l y &

p u b l i c l y )

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2nd Take-Away: Cultivation Matters- Review t ips ( s e e h a n d - o u t )

- Share with development off ice , volunteers or others working with board

- Adopt cult ivation strategy for 2015 with support from board members ( g e t t o t h o s e

c o n n e c t i o n s ! )

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2nd Take-Away: Know Your Needs

- Classi fy connections of interest

- Possibi l i t ies: Individuals, Foundations, Corporate

- Giving USA Trends ( a b o v e c l a s s i f i c a t i o n s )

- Consider pro-bono/in-kind/volunteer asks ( e n g a g e p r i o r t o s o l i c i t a t i o n )

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3rd Goal: Research for Donors

- You need $; establ ish a budget

- Who wil l use software?

- Define organizational stage w/major donors

( j u s t s t a r t i n g , e x p a n d i n g , r a p i d l y g r o w i n g )

- Set up free/explorative consultat ions

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3rd Take-Away: Find What Fits ( F e a t u r e d E x a m p l e s : r e q u e s t & c o n t a c t r e f e r e n c e s , i n v e s t i g a t e o p t i o n s )

- BlackBaud’s Target Analyt ics

H e r e ’ s t h e l i n k : h t t p s : / / w w w . b l a c k b a u d . c o m /

- DonorSearch

H e r e ’ s t h e l i n k : H T T P : / / D O N O R S E A R C H . N E T /

- WealthEngine

H e r e ’ s t h e l i n k : H T T P : / / W W W . W E A L T H E N G I N E . C O M /

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3rd Take-Away: Ensure Software Use

- Lead by example, use i t & spread excitement

- Moni tor usage of o thers ( h e l p w h e n n e e d e d )

- Share f indings , s t ra tegy & success wi th board

( d e m o n s t r a t e i t s v a l u e )

- Giving poss ibi l i ty inc ludes : annual , major,

capi ta l & planned gi f t s ( t h i n k l o n g - t e r m )

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Stand by Philanthropy tycely@tycelywilliams.com

C o n n e c t v i a L i n k e d I nH e r e ’ s h o w : H T T P S : / / W W W . L I N K E D I N . C O M / I N / T Y C E L Y W I L L I A M S

Thanks for joining me; Happy Fundraising!

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