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Fired-Up Fundraising:
       Turn Your Board’s
      Passion into Action!

 Guidestar Webinar

      Gail Perry
 www.gailperry.com
twitter: @gailperrync



                             0
Speakers

• Gail Perry, MBA, CFRE, and Author,
  Fired-Up Fundraising



• Diana Hand, Marketing Manager,
  GuideStar USA, Inc. (moderator)




                     #firedup
The Fired-Up System:
         Phase 1
  1.                    3.
              2.
Fire-Up              Easy NO
          Redefine
  Your               ASK Jobs
           Fund-
Board!
           raising
Phase One:
Fire Up Your
   Board
 About the
  Cause



               3
7 Steps to A Fired-Up Board

1. Personal story

2. Why is it important?
3. Mission moments
4. Interesting meetings
5. Give them what they want.
6. Social time.
7. Action items.

                          #firedup   4
Why Do You Care About
  Our Organization?
Four Parts to
the Elevator
  Speech

  Step 1.
What You Say

                6
“If you can’t
explain it simply,
    you don’t
understand it well
    enough.”


     Einstein


                     #firedup   7
“I didn't have
time to write a
  short letter,
       so
I wrote a long
 one instead.

  ~Mark Twain

                  #firedup   8
Step Two: HOW You Say It!




                            9
SNEEZE (the Viral Message)
   Wherever You Go!
Step 3: Invite Feedback



“What are YOUR
impressions?”



                               11
Step 4: Request for Followup




     What kind of followup
    requests can you make?
                               12
Great Results!
“Gail, I am putting some of your ideas into action….


 At our last Trustee meeting, I asked, “What legacy do you
 want to leave from serving on this board?”

 Well, you would have thought I had opened the flood gates. One
 man told us about his cousin in hospice . . . and how we helped his
 family through that terrible time.

 This turned out to be the best meeting we've had so far on with
 this group in the last 3 years!

 This is a wonderful and satisfying change for the better.”
                        Laurie Taylor, Lower Cape Fear Hospice Foundation

                                  #firedup                             13
AA Deep Discussion
 Deep Discussion




                     14
Where Does Our Money Go?




           #firedup        15
#3 Mission Moments:
Give Board Members a Direct
    Personal Experience
A Word
     About
Nonprofit BOARDS


       #firedup    17
Is This Your Board?




                      18
Is This Your
                   Board?


Is This Your Board?
   Is This Your Board?




                             19
“After all is said
and done,
more is said
than done.”

  --Aesop


                 #firedup   20
Your Board?

“If the rate of change
 on the outside
 exceeds
 the rate of change on
 the inside,
 the end is near.”
        Jack Welch



                         #firedup   21
Is This Your Board? Board
         Is This Your Board?
Boring Meetings = A Bored
         Is This Your Board?
         Is This Your Board?




                                    22
#4 Liven Up Your Board Meetings
       NOT Business As Usual
12 Ways To Liven Up Your
           Board Meeting
1.   Focus on results.
2.   Be creative with the agenda.
3.   Focus on problems, challenges, broad issues.
4.   Look at trends within routine reports
5.   Plan big.
6.   Cheerleading sessions.



                            #firedup                24
12 Ways To Liven Up Your
          Board Meeting

7. Use consent agendas
8. Interview the Executive Director
9. Set up one interesting item for a discussion
10. Select a theme for each meeting
11. Create “mission moments” in every board meeting.
12. Break into groups.


                            #firedup                   25
#5
Give Them What
   They Want

                 26
What Do Board Members
          Want?


To get their
hands dirty.




                          27
What Do Board Members
           Want?

To work with people
who are as
passionate and
excited about the
organization as they
are.

                   #firedup   28
What Do Board Members
           Want?



To feel that
their time is
used wisely.



                           29
What Do Board Members
          Want?


To meet the
other board
members.




                          30
7 Steps to A Fired-Up Board

1. Personal story

2. Why is it important?
3. Mission moments
4. Interesting meetings
5. Give them what they want.
6. Social time.
7. Action items.

                          #firedup   31
#6 Give Them Social Time
#5 Give Them Social Time
Social Time For Board
       Members
        Builds
Trust and Collegiality

                         33
And
TEAM




       34
The Five Dysfunctions of
         a Team
         1.   Absence of Trust
         2.   Fear of Conflict
         3.   Lack of Commitment
         4.   Avoidance of
              Accountability
         5.   Inattention to Results

          #firedup                     35
Group Process




A Nonprofit Board Needs
 to Function as a Team
                          36
Peer Pressure:
The Best Motivator




                     37
#7 Focus Them on
   Action Items




                   38
#7 Focus on Action!



• What is the board’s’ job?
• What is the job of individual
  board members?
• Rule of THREE!


                                  39
7 Steps to A Fired-Up Board

  1. Personal story

  2. Why is it important?
  3. Mission moments
  4. Interesting meetings
  5. Give them what they want.
  6. Social time.
  7. Action items.

                      #firedup   40
The Fired-Up System
         Phase 2
  1.                    3.
              2.
Fire-Up              Easy NO
          Redefine
  Your               ASK Jobs
           Fund-
Board!
           raising
Did Somebody Say the “F-Word?”




                                 42
Myths: Is This Your
Definition of Fundraising?




                             43
Do You Think:
Fundraising =
  Begging?




                #firedup   44
Do You Think
Fundraising = Cold Calls?




                            45
Do You Think Fundraising =
        Rejection?




                             46
The Dark Side of Fundraising




             #firedup          47
Let Them Talk About
             Their Fear

How Do You
Really Feel
About Asking
For
Contributions?



                 #firedup     48
The Dark Side:

“It never feels appropriate.”

“Believe it or not, I’m afraid of being rejected.”

“It just feels so tacky to ask for money.”

“This is what will happen; I’ll ask them for money, and they’ll
  turn right around and ask me.”

“My friends might drop me if I ask them for money!”

                                #firedup
How Did You Feel
The Last Time You Gave to Your
      FAVORITE CAUSE?




                                 50
• Proud … Joyful …
  Happy…Powerful … Excited. . .
  Hopeful

• Wish I could do more

• Part of something important

• Glad to be a partner

• Want to make a difference.



                          #firedup
The Difference

Volunteers      Donors




                         52
The Dark Side and the Joyful
    Side of Fundraising




             #firedup          53
A Revolutionary Idea




                       54
We’d Rather
    Have
  FRIENDS
Than Donors!


               55
Friends Are
 Loyal No
Matter What




              56
When the Going
Gets Tough, Where
 Will Your Friends
        Be?




                     57
Re-Define Fundraising
  into Friendmaking




         #firedup       58
Fundraising’s
Dirty Little Secret:
  Waaaay Too Much
     Donor
   ATTRITION

                       59
After their gift,
do your donors fall into
  the “Donor Abyss?”




                           60
Last Year Attrition Data


$5.35 raised 

$5.54 lost through attrition 

Avg. net loss = -1.9 percent.



          AFP and the Urban Institute, 8/30/11

                          #firedup               61
3 Things Donors Want

• Prompt, Personal TY

• Impact?

• Used as Intended?

• 93% would give
  again

 Donor Centered Fundraising,
              Penelope Burk
Thank You Calls To Donors
    Will Directly Impact the Bottom Line
• Donors received a thank you phone call from a board members
  within 24 hours of receiving the gift.

• The next time they were solicited, they gave 39% more than the
  other donors who did not receive a call.

• After 14 months, those called were giving 42% more.     Donor
  Centered Fundraising, Penelope Burk



                                                              63
Steps in the Fundraising
       Adventure

   THANK THANK            IDENTIFY
   THANK AGAIN           PROSPECTS




        ASK FOR              CULTIVATE AND
        SUPPORT                 INVOLVE




                  #firedup
The Fundraising Adventure
 TIME AND ENERGY INVOLVED
    in each step of the cycle
The Fired-Up System
         Phase 3
  1.                    3.
              2.
Fire-Up              Easy NO
          Redefine
  Your               ASK Jobs
           Fund-
Board!
           raising
Easy Fundraising Jobs
1. VIP Prospect List


       Who are the 10 most
       important people who
        could catapult your
       organization’s future?

         #firedup
Easy Fundraising Jobs
                2. Advice Visits

• If you want money,
   ask for advice.
• If you want advice,
   ask for money.
Rules for Successful ADVICE VISITS

• Ask for a short appointment
• Never be boring
• Get out on time
• Let them do the talking
• When in doubt, shut up!
• Always followup


                            #firedup    69
3. Small Socials


1.Board member hosts
2.Free to invitees
3.No ask




           “It’s easy to get intimidated if you are asking someone for help.
           But inviting somebody to be part of something that you are proud
           of is easier.” —Diane Paces-Wiles, former board member
                                                                       70
The All Important Follow Up Card
Name: _____________________________________
Address: _____________________________________
Email: _____________________________________
Phone: _____________________________________
What most interested me about your organization was:
 _____________________________________
 _____________________________________
I would like to:
    1. ______Join your mailing list
    2. ______Hold a small social or tour of my own
    3. ______Make a contribution
    4. ______Volunteer
    5. ______ please call me at __________
    6. Other _____________________________________


                                                       71
4. Host Sizzling Tours

• Board members
  invite their
  FRIENDS
• Board member
  welcomes
• Call the next day:
  – “What were your
    impressions?”

                       #firedup    72
5. Thank You Calls To Donors
    Will Directly Impact the Bottom Line
• Donors received a thank you phone call from a board members
  within 24 hours of receiving the gift.

• The next time they were solicited, they gave 39% more than the
  other donors who did not receive a call.

• After 14 months, those called were giving 42% more.     Donor
  Centered Fundraising, Penelope Burk



                              #firedup                        73
The Fired-Up System

  1.                    3.
              2.
Fire-Up              Easy NO
          Redefine
  Your               ASK Jobs
           Fund-
Board!
           raising
Resources and Free Fundraising Tools
• 20 EASY Ways Board Members Can Cultivate Donors
• 10 Easy Ways Board Members Can Raise Money
• 12 Ways to Liven Up Your Board Meetings —and Your Board
• Ten Basic Responsibilities of Nonprofit Boards
• The Board’s Resource Development Committee Job Description


                    BLOG: gailperry.com
                FACEBOOK: FiredupFundraising
                   TWITTER: @gailperrync


           Fired-Up Fundraising NEWSLETTER
                           (every Friday)
                                                               75

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GuideStar Webinar (02/01/12) - Fire Up Your Board for Fundraising: Turn Their Passion into Action

  • 1. Fired-Up Fundraising: Turn Your Board’s Passion into Action! Guidestar Webinar Gail Perry www.gailperry.com twitter: @gailperrync 0
  • 2. Speakers • Gail Perry, MBA, CFRE, and Author, Fired-Up Fundraising • Diana Hand, Marketing Manager, GuideStar USA, Inc. (moderator) #firedup
  • 3. The Fired-Up System: Phase 1 1. 3. 2. Fire-Up Easy NO Redefine Your ASK Jobs Fund- Board! raising
  • 4. Phase One: Fire Up Your Board About the Cause 3
  • 5. 7 Steps to A Fired-Up Board 1. Personal story 2. Why is it important? 3. Mission moments 4. Interesting meetings 5. Give them what they want. 6. Social time. 7. Action items. #firedup 4
  • 6. Why Do You Care About Our Organization?
  • 7. Four Parts to the Elevator Speech Step 1. What You Say 6
  • 8. “If you can’t explain it simply, you don’t understand it well enough.” Einstein #firedup 7
  • 9. “I didn't have time to write a short letter, so I wrote a long one instead. ~Mark Twain #firedup 8
  • 10. Step Two: HOW You Say It! 9
  • 11. SNEEZE (the Viral Message) Wherever You Go!
  • 12. Step 3: Invite Feedback “What are YOUR impressions?” 11
  • 13. Step 4: Request for Followup What kind of followup requests can you make? 12
  • 14. Great Results! “Gail, I am putting some of your ideas into action…. At our last Trustee meeting, I asked, “What legacy do you want to leave from serving on this board?” Well, you would have thought I had opened the flood gates. One man told us about his cousin in hospice . . . and how we helped his family through that terrible time. This turned out to be the best meeting we've had so far on with this group in the last 3 years! This is a wonderful and satisfying change for the better.” Laurie Taylor, Lower Cape Fear Hospice Foundation #firedup 13
  • 15. AA Deep Discussion Deep Discussion 14
  • 16. Where Does Our Money Go? #firedup 15
  • 17. #3 Mission Moments: Give Board Members a Direct Personal Experience
  • 18. A Word About Nonprofit BOARDS #firedup 17
  • 19. Is This Your Board? 18
  • 20. Is This Your Board? Is This Your Board? Is This Your Board? 19
  • 21. “After all is said and done, more is said than done.” --Aesop #firedup 20
  • 22. Your Board? “If the rate of change on the outside exceeds the rate of change on the inside, the end is near.” Jack Welch #firedup 21
  • 23. Is This Your Board? Board Is This Your Board? Boring Meetings = A Bored Is This Your Board? Is This Your Board? 22
  • 24. #4 Liven Up Your Board Meetings NOT Business As Usual
  • 25. 12 Ways To Liven Up Your Board Meeting 1. Focus on results. 2. Be creative with the agenda. 3. Focus on problems, challenges, broad issues. 4. Look at trends within routine reports 5. Plan big. 6. Cheerleading sessions. #firedup 24
  • 26. 12 Ways To Liven Up Your Board Meeting 7. Use consent agendas 8. Interview the Executive Director 9. Set up one interesting item for a discussion 10. Select a theme for each meeting 11. Create “mission moments” in every board meeting. 12. Break into groups. #firedup 25
  • 27. #5 Give Them What They Want 26
  • 28. What Do Board Members Want? To get their hands dirty. 27
  • 29. What Do Board Members Want? To work with people who are as passionate and excited about the organization as they are. #firedup 28
  • 30. What Do Board Members Want? To feel that their time is used wisely. 29
  • 31. What Do Board Members Want? To meet the other board members. 30
  • 32. 7 Steps to A Fired-Up Board 1. Personal story 2. Why is it important? 3. Mission moments 4. Interesting meetings 5. Give them what they want. 6. Social time. 7. Action items. #firedup 31
  • 33. #6 Give Them Social Time #5 Give Them Social Time
  • 34. Social Time For Board Members Builds Trust and Collegiality 33
  • 35. And TEAM 34
  • 36. The Five Dysfunctions of a Team 1. Absence of Trust 2. Fear of Conflict 3. Lack of Commitment 4. Avoidance of Accountability 5. Inattention to Results #firedup 35
  • 37. Group Process A Nonprofit Board Needs to Function as a Team 36
  • 38. Peer Pressure: The Best Motivator 37
  • 39. #7 Focus Them on Action Items 38
  • 40. #7 Focus on Action! • What is the board’s’ job? • What is the job of individual board members? • Rule of THREE! 39
  • 41. 7 Steps to A Fired-Up Board 1. Personal story 2. Why is it important? 3. Mission moments 4. Interesting meetings 5. Give them what they want. 6. Social time. 7. Action items. #firedup 40
  • 42. The Fired-Up System Phase 2 1. 3. 2. Fire-Up Easy NO Redefine Your ASK Jobs Fund- Board! raising
  • 43. Did Somebody Say the “F-Word?” 42
  • 44. Myths: Is This Your Definition of Fundraising? 43
  • 45. Do You Think: Fundraising = Begging? #firedup 44
  • 46. Do You Think Fundraising = Cold Calls? 45
  • 47. Do You Think Fundraising = Rejection? 46
  • 48. The Dark Side of Fundraising #firedup 47
  • 49. Let Them Talk About Their Fear How Do You Really Feel About Asking For Contributions? #firedup 48
  • 50. The Dark Side: “It never feels appropriate.” “Believe it or not, I’m afraid of being rejected.” “It just feels so tacky to ask for money.” “This is what will happen; I’ll ask them for money, and they’ll turn right around and ask me.” “My friends might drop me if I ask them for money!” #firedup
  • 51. How Did You Feel The Last Time You Gave to Your FAVORITE CAUSE? 50
  • 52. • Proud … Joyful … Happy…Powerful … Excited. . . Hopeful • Wish I could do more • Part of something important • Glad to be a partner • Want to make a difference. #firedup
  • 54. The Dark Side and the Joyful Side of Fundraising #firedup 53
  • 56. We’d Rather Have FRIENDS Than Donors! 55
  • 57. Friends Are Loyal No Matter What 56
  • 58. When the Going Gets Tough, Where Will Your Friends Be? 57
  • 59. Re-Define Fundraising into Friendmaking #firedup 58
  • 60. Fundraising’s Dirty Little Secret: Waaaay Too Much Donor ATTRITION 59
  • 61. After their gift, do your donors fall into the “Donor Abyss?” 60
  • 62. Last Year Attrition Data $5.35 raised  $5.54 lost through attrition  Avg. net loss = -1.9 percent. AFP and the Urban Institute, 8/30/11 #firedup 61
  • 63. 3 Things Donors Want • Prompt, Personal TY • Impact? • Used as Intended? • 93% would give again Donor Centered Fundraising, Penelope Burk
  • 64. Thank You Calls To Donors Will Directly Impact the Bottom Line • Donors received a thank you phone call from a board members within 24 hours of receiving the gift. • The next time they were solicited, they gave 39% more than the other donors who did not receive a call. • After 14 months, those called were giving 42% more. Donor Centered Fundraising, Penelope Burk 63
  • 65. Steps in the Fundraising Adventure THANK THANK IDENTIFY THANK AGAIN PROSPECTS ASK FOR CULTIVATE AND SUPPORT INVOLVE #firedup
  • 66. The Fundraising Adventure TIME AND ENERGY INVOLVED in each step of the cycle
  • 67. The Fired-Up System Phase 3 1. 3. 2. Fire-Up Easy NO Redefine Your ASK Jobs Fund- Board! raising
  • 68. Easy Fundraising Jobs 1. VIP Prospect List Who are the 10 most important people who could catapult your organization’s future? #firedup
  • 69. Easy Fundraising Jobs 2. Advice Visits • If you want money, ask for advice. • If you want advice, ask for money.
  • 70. Rules for Successful ADVICE VISITS • Ask for a short appointment • Never be boring • Get out on time • Let them do the talking • When in doubt, shut up! • Always followup #firedup 69
  • 71. 3. Small Socials 1.Board member hosts 2.Free to invitees 3.No ask “It’s easy to get intimidated if you are asking someone for help. But inviting somebody to be part of something that you are proud of is easier.” —Diane Paces-Wiles, former board member 70
  • 72. The All Important Follow Up Card Name: _____________________________________ Address: _____________________________________ Email: _____________________________________ Phone: _____________________________________ What most interested me about your organization was: _____________________________________ _____________________________________ I would like to: 1. ______Join your mailing list 2. ______Hold a small social or tour of my own 3. ______Make a contribution 4. ______Volunteer 5. ______ please call me at __________ 6. Other _____________________________________ 71
  • 73. 4. Host Sizzling Tours • Board members invite their FRIENDS • Board member welcomes • Call the next day: – “What were your impressions?” #firedup 72
  • 74. 5. Thank You Calls To Donors Will Directly Impact the Bottom Line • Donors received a thank you phone call from a board members within 24 hours of receiving the gift. • The next time they were solicited, they gave 39% more than the other donors who did not receive a call. • After 14 months, those called were giving 42% more. Donor Centered Fundraising, Penelope Burk #firedup 73
  • 75. The Fired-Up System 1. 3. 2. Fire-Up Easy NO Redefine Your ASK Jobs Fund- Board! raising
  • 76. Resources and Free Fundraising Tools • 20 EASY Ways Board Members Can Cultivate Donors • 10 Easy Ways Board Members Can Raise Money • 12 Ways to Liven Up Your Board Meetings —and Your Board • Ten Basic Responsibilities of Nonprofit Boards • The Board’s Resource Development Committee Job Description BLOG: gailperry.com FACEBOOK: FiredupFundraising TWITTER: @gailperrync Fired-Up Fundraising NEWSLETTER (every Friday) 75