MAKEOVER MY BOARD! PRESENTATION TITLE GOES HERE

Transcription

1 MAKEOVER MY BOARD! PRESENTATION TITLE GOES HERE Date 01, 2016 TEFN Location April 23, 2018

2 Rachel Muir, CFRE Founder: Girlstart Featured on: Oprah, CNN, the Today Show AFP Outstanding Fundraiser of the Year What Rachel does: custom training, board retreats, online classes Weaknesses: chips,

3 Free guides -> rachelmuir.com/guides Join list to be invited to free webinars

4 The # 1 reason why boards fail Recruiting onboarding & graceful exits Board contracts 2 that work! Tips to manage & motivate board leadership How to get boards fundraising Recruiting & Onboarding Your Board

5 Simple Truth Why Boards Fail

6 Unclear expectations = path to failure

7 You wouldn t hire a staff person without explaining the job and performance expectations in advance. The same holds true for recruiting board members. Simone Joyaux, Firing Lousy Board Facebook.com/RachelMuirFundraising

8 Three reasons why it s not working 1) Expectations of service not made clear in recruitment 2) They don t know what they don t know & haven t been trained 3) We forget they re volunteers & underestimate the support they need

9 Missed connections. They have busy lives Don t have context/background that we do May lack connection to mission No one size fits all They don t understand nonprofits (may be their first experience with one)

10 Who you thought you were getting

11 Who you got Where d it all go wrong?

12 WHY BOARD AGREEMENTS ARE KING 12

13 Sample Board Agreement

14 www. RachelMuir.com/ Boards

15 Board Member Giving Plan

16 Offer options. Source: Andy Robinson

17 Recruitment tips

18 Recruit all the time Staggered terms Be board aware w/ donors Get board s help Know your skill gaps Network & use social platforms (LinkedIn, Google+, Twitter) Legal stalking!

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20 Give and Take Board members provide Positive fundraising attitude Skills, time, effort Give generously one of their top three charitable commitments while on the board What they can expect in return.. Lots of training and support to be effective Engagement options (fundraising menu) Choice in how and when they give (online, monthly installments, events etc) 20 Source: Andy Robinson

21 Set them up for success! Board orientation Board welcome Assign a board buddy 3, 6, 9 month check in Check in after 1 st term to invite for 2 nd or thank and release

22 Source: Joan Garry, Joan Garry.com Board chair MUST BE THERE How they ll be supported Explain role 2 Share the attributes of a great board member Give description + board manual Recipe for a board Facebook.com/RachelMuirFundraising

23 Let s be honest! How much do you invest in board member growth? In training? How do you make it fun?

24 They

25 How do you make it fun?

26 Insider invitations networking with stakeholders, sponsors, donors or exclusive access Communicate impact of their work materials, leadership, personal stories Learn more about their hobbies and interests Tips to reward board members Praise + thanks from clients, leadership, staff, awards, leaderboard. Success is addictive the more success they feel the more they ll want to do it again

27 Ways to motivate board members Tapping into their motivational drives Giving them regular feedback Giving rewards and recognition Offering special privileges or incentives Providing training Giving public affirmations Having fun with them Thanking their families Positive gossip (brag to peers) Being available to them Source: The New Breed: Understanding and Equipping the 21 st Century Volunteer

28 Tools to manage a board Allows people to attack document not person Term limits Detailed board contract Strategic plan Pre-meeting materials Hire facilitator at transitions Self evaluations/assessment Board retreat Training

29 Split into small groups to brainstorm/present Have client, staff or board give testimonial Start with fun ice breaker or thank-a-thon Give materials in advance w/key points Set agenda theme, goals + outcomes 5 tips for great board meetings Source: Perry, G. (2007). Fired-Up Fundraising. New Jersey: John Wiley & Sons.

30 Tips to support fundraising training Pair up with other orgs to invest in training Solicit board feedback in self-evaluation Recruit guest speakers

31 What s the number one thing board members need to know about fundraising?

32 The Joy of Giving

33 Donors are 43% more likely to say they are very happy than non-donors.

34 Health impact Studied 2,000 people over 5 years More generous you are, the happier & heathier Lower rates of depression Lower blood pressure Increased feelings of self worth Generosity is unrelated to income

35 What kind of giving feels best? Donors feel happiest if they give to a charity via a friend, relative or social connection rather than an anonymous donation. Source: International Journal of Happiness and Development, 2013

36 The world is full of generous people who want to give 95% of the ask is what leads up to it You are JUST trying to help and make the world a better place 5 Fundraising Truths to Overcome Fears Giving is a joyous experience that feels good to the donor Being asked makes donors feel important

37 10 ways board members can be fundraising superheroes without asking for money

38 #1 Give personally. #2 Call donors to thank. #3 Put org in their estate plan.

39 You haven t made your own gift but you re asking me to give?

40 Easy win: Board member thank you calls

41 Impact on giving amounts Thank you call from board member w/in 24 hours 14 months later 70% retention! Source: Donor Centered Fundraising, Penelope Burk & Cygnus Research

42 Impact retention: board vs staff Thank you call from board member Thank you call from staff member Source: Burk, P. (2012). The Cygnus Donor Survey, Where Philanthropy is Headed in 2012, US Edition. Chicago: Cygnus Applied Research

43 Give them a thank you script Hi, I m John Smith, I m a board member of Boys and Girls Club Metro Atlanta. We were thankful to receive such a generous first time gift from you and I m thrilled to welcome you to our donor family. Your $500 gift will send a club kid to a week of sleep away summer camp (buy art supplies for an after school program etc)

44 Discovery for Board Members Do you have any feedback for us? Is there any way we can make your experience more positive? How can we get you more involved? May I invite you to? Can I introduce you to?

45 #4. Invite 10 guests for tour of org No. Is it the. Get them to fundraise without an ask

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47 #5. Host cultivation event in their home No. Is it the. Get them to fundraise without an ask

48 #6. Get assigned to cultivate 2-3 donors No. Is it the. Get them to fundraise without an ask

49 How many prospects can they handle? Inviting prospect to join them in making gift Sharing why they give Securing the appointment/cultivation

50 #10 Write article on why org is imp to them #9 Share client testimonials #8 Share how money makes impact at org #7 Take on project to raise org s awareness Source: Lori Jacobwith, Ignited Fundraising

51 Give board members Scripts (thank you, invite or ask) Phone number, brief giving history, known interests Sample discovery questions to ask A win the donor made possible (impact story)

52 www. RachelMuir.com/ Boards

53 Thank you! Follow rachelmuir.com Get today s goodies: Rachelmuir.com/handouts Contact me rachel@rachelmuir.com

54 Recommended Reading By Kathy Hedge Susan Howlett s Boards on Fire