Board members play an essential role as fundraisers and ambassadors for their organizational missions. As the biggest champions for the organization, they are models for financial support — fostering confidence in other current and potential donors. There is much more to fundraising campaigns than “the ask,” however. Join BoardSource to learn how to leverage the board member ambassador role to effectively ensure financial resources for your organization. In this session, we will explore specific tools and strategies that go beyond the elevator pitch and raise money. The webinar will provide participants with information on the fundraising process the role of the board in fundraising strategies for serving as an ambassador to raise funds shared leadership responsibilities between board and staff

1. BOARDSOURCE
BOARD AMBASSADORS:
ENSURING NECESSARY RESOURCES
Emily Davis, MNM
President, Emily Davis Consulting
Senior Governance Consultant, BoardSource
November 9, 2016

2. WEBINAR LOGISTICS

3. TURN ON YOUR TECH
Follow the conversation…
@AskEmilyD
@boardsource
#governance
#nonprofit
#leadership
#philanthropy

4. A LITTLE ABOUT YOU
Question/concern
about board
fundraising?
Are you a board
member? Staff?
Other? HI!

6. ROLES & RESPONSIBILITIES
Set Organizational
Direction
Provide Oversight
Ensure Necessary
Resources

8. HATS WE WEAR
Legal AmbassadorVolunteer
Connections
Resources
Communications
Duty of Care
Duty of Loyalty
Duty of Obedience
Board works for staff
Avoid micromanagement

9. FUNDRAISING
PLAN & STAFF
WHAT DOES IT MEAN?

10. ENSURE NECESSARY RESOURCES
CEO
Board Members
Supporters
Policies
Planning
Board Giving
Prospecting
Cultivation
Stewardship

11. THE “F” WORD

12. FUNDRAISING IS NOT…
BEGGING ATMs

13. FUNDRAISING IS…
CAPACITY FRIENDSMISSION

14. FUND DEVELOPMENT
Diversity
is key
Individuals
Membership
Special
events
Foundation
grants
Government
grants
Corporate
sponsorship
Earned
income
Service
clubs

15. FUNDRAISING BY THE NUMBERS*
*Giving USA 2014

16. DONORS & GIVING
BEQUESTS/
PLANNED GIFTS
MAJOR GIFTS
Capital campaigns
Endowment campaigns
Special events
ANNUAL GIVING
Annual campaigns
Special events
Direct mail
Online giving
Membership programs
ONSITE/FIRST TIME GIFTS
Newsletters
Volunteerism
Social media
Peer-to-peer giving

17. DONORS & GIVING
New gifts
Annual donors
Midsize donors
Major donors
Planned
giving

18. THE FUNDRAISING PROCESS
PROSPECTING Identification Preparation
CULTIVATION
Build the
Relationship
Engage the
Donor
Ask for the Gift
STEWARDSHIP Recognition Reporting Communicating Engagement

19. Yes, but not
that much
No
3 POSSIBLE OUTCOMES
YES!!

21. FUNDRAISING BY TIME
Involve &
Engage
Donors
25%
Identification
of Prospects
20%
Educate &
Cultivate
25%
Ask for Gifts
5%
Thanks &
Recognize
25%

22. QUESTIONS?

23. GIVING MOTIVATIONS
* Kay Sprinkel Grace
Philanthropy
Connection
Concern
Capacity

24. SHARED LEADERSHIP
BOARD LEADS
SHARED
LEADERSHIP
ED LEADS
Strategic
Plan
Funding
Strategies
Evaluation
Board
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

25. FUNDRAISING ROLES
EXECUTIVE
DIRECTOR
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

26. 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?

27. 100% BOARD GIVING
Board Giving
Commitment
Open
Ended
Flexible
Specific
0%
10%
20%
30%
40%
50%
60%
70%
80%
68%
74%
46%
Board Participation in Giving

28. 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

30. FUNDRAISING POLICIES
• Gift acceptance policy
• Personal giving policy
• Ethics statement
• Sponsorship endorsement
• Donor relations
• Board member fundraising

32. 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

33. Emily Davis, MNM
President, Emily Davis Consulting
Senior Governance Consultant, BoardSource
(720) 515-0581
emily@emilydavisconsulting.com
emilydavisconsulting.com