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Board Engagement in Fundraising

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Boards are responsible for the fiscal health of the nonprofit organizations they serve. Not only must they give, but it is essential that they take part in fund development. Many volunteers are uncomfortable in this role. This session will equip staff with tools to train board members about the fundraising cycle and how they can be involved in different phases based on their comfort levels. It will include tips on face to face solicitations.

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Board Engagement in Fundraising

  1. 1. Board Engagement in Fundraising WMA 2019 PomaiToledo, Director of Development and Communications at Iolani Palace James Leventhal, Deputy Director and Chief Development Officer of MoAD Eowyn Bates, Vice President of Institutional Advancement at the NAT HeatherVihstadt, Director of Development High Desert Museum
  2. 2. Board Engagement in Fundraising
  3. 3. Cultural stigmas about money
  4. 4. Anxiety around asking for money
  5. 5. Fundraising metaphors
  6. 6. Giving USA 2019 Report 68% 18% 5% 9% Individuals Foundations Corporations Bequests
  7. 7. Giving Facts
  8. 8. Fundraising Cycle - Worksheet Identify Prospects Educate, Involve, Cultivate AskThank and Recognize Involve More Deeply Everyone can be involved in and self-assign based on comfort level.
  9. 9. Who is a Prospect? – Worksheet
  10. 10. Fundraising Effectiveness Quiz - Worksheet
  11. 11. Fundraising Effectiveness Ranking What surprised you?
  12. 12. Strategies for Face-to-Face Asks
  13. 13. Strategies for Face-to-Face Asks • Was this easy or difficult? Why? • What did you learn from others? • Did your language change with new partners? How? • Were you surprised by anything you said or heard?
  14. 14. Strategies for Face-to-Face Asks Worksheet
  15. 15. Strategies for Face-to-Face Asks
  16. 16. Strategies for Face-to-Face Asks • What worked? What did you do well? • Who heard a good response to share? • What do the most effective responses have in common?
  17. 17. Peer to Peer Fundraising