Beyond just getting over the fear of asking, your board members need to learn specific, strategic ways to raise funds for your organization, and help you meet and connect with potential major donors. This session will help you pave the way for those conversations with your board. What you’ll learn: *Strategies for firing up your board for fundraising *Strategies to help board members feel comfortable connecting you to their connections *Tips for using online research to tap potential connections and using wealth research to really pinpoint potential major donors.

1. Deepening Board
Involvement
Presented for: 2014 FundRaising Success Virtual Conference
Thursday December 11th
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2. What’s Up?
Tactics: How to fire up your board
Tips: How to create comfort around
connections
Tools: How to use online research for major
donor prospecting
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3. 1st Goal: Let’s fire up the board
- Marc’s “21 Ways for Board Members to
Engage in Fundraising” (free).
- Brag! Talk about your impact (#2 from listing)
- Customize stories around board member’s
communication style (#12 from listing)
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4. 1st Take-Away: People are Unique
- Communication Assessment (see handout)
- 4 Styles: Action, Process, Idea or People
- Customize talking points/pitch around style
(how you convey message to board members)
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5. 1st Take-Away: Customize It!
- (i.e.) Board Member identifies as Action
- Goal is to create comfort based upon the
person’s orientation (see page 6 of hand -out)
- Focus on result, be brief (see full listing, page 6)
- Soup Kitchen: will always want to know how
many bowls of soup were served
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6. 2nd Goal: Create comfort to get connections
- Disclose purpose
- Classify types & tangible needs
- Create a strategy w/moves management
- Report back & share progress (privately &
publicly)
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7. 2nd Take-Away: Cultivation Matters
- Review tips (see hand-out)
- Share with development office, volunteers
or others working with board
- Adopt cultivation strategy for 2015 with
support from board members (get to those
connections!)
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8. 2nd Take-Away: Know Your Needs
- Classify connections of interest
- Possibilities: Individuals, Foundations,
Corporate
- Giving USA Trends (above classifications)
- Consider pro-bono/in-kind/volunteer asks
(engage prior to solicitation)
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9. 3rd Goal: Research for Donors
- You need $; establish a budget
- Who will use software?
- Define organizational stage w/major donors
(just starting, expanding, rapidly growing)
- Set up free/explorative consultations
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10. 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 Analytics
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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11. 3rd Take-Away: Ensure Software Use
- Lead by example, use it & spread excitement
- Monitor usage of others (help when needed)
- Share findings, strategy & success with board
(demonstrate its value)
- Giving possibility includes: annual, major,
capital & planned gifts (think long -term)
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12. Stand by Philanthropy
tycely@tycelywilliams.com
Connect via LinkedIn
H 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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