From Resistant to Resourceful - a Collaborative Approach to Engaging Your Board in Fundraising
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Transcript of From Resistant to Resourceful - a Collaborative Approach to Engaging Your Board in Fundraising
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From Resistant to Resourceful: A Collaborative Approach to
Engaging Your Board in Fundraising
11/6/14 1pm eastern
The presentation will begin shortly.
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Before We Get Started3
This presentation is being recorded!
The recording and slides will be emailed to you later this afternoon.
Please chat in any questions for our guest. We will answer them in the formal Q&A session
at the end of the presentation.
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3
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Today’s Guest3
Kirsten Bullock, CFRE, MBA
Kirsten is on the board of the Association for Fundraising Professionals Greater Louisville Chapter. She is an AFP Master Trainer, is the author of Simple Steps to Growing Your Donors and is a contributing author to The Essential Fundraising Handbook for Small Nonprofits.
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Overview
!Collaborative Approach !Team Members / Roles !Knowledge Base !7 Steps
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Collaborative Approach
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Team Members / Roles
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Knowledge Base
!Change Management !Communication Styles !Learning Theory !Leadership / Team Building !Fundraising Knowledge
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Seven Steps!Creating a Compelling Vision
!Drafting a Simple Fundraising Plan
!Developing Your Messaging
!Creating Materials Your Board Can Use: The Pitch Kit
!Facilitating a Fundraising Planning Session With Your Board
!Training Your Board to Ask
!Checking In So Board Members Don’t Check Out
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Change Management
!Buy-in is essential
!There will be resistance
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Communication Styles
!Appreciate strengths
!Help others save ‘face’
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Thoughtful
Influence
Skeptical
DISC Communication TypesActive
Dominance
Conscientiousness
Trusting
Steadiness
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Learning Theory
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Leadership / Team Building
!Assume everyone desires the best for the organization
!Focus on win-win outcomes
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Leadership
!Model the way
! Inspire a shared vision !Challenge the process !Enable others to act !Encourage the heart
From The Leadership Challenge, by Kouzes & Posner
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Fundraising Knowledge
!Leadership can’t make good fundraising decisions without good information
!Ideal ≠ Reality
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Seven Steps!Creating a Compelling Vision
!Drafting a Simple Fundraising Plan
!Developing Your Messaging
!Creating Materials Your Board Can Use: The Pitch Kit
!Facilitating a Fundraising Planning Session With Your Board
!Training Your Board to Ask
!Checking In So Board Members Don’t Check Out
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I. Creating a Compelling Vision
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II. Fundraising Plan
!Include specific goals
!Break down projects into month-by-month activities
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III. Develop Your Messaging: Your Case Statement
!Story
!Facts
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IV. Creating Materials the Board Can Use: The Pitch Kit
!Case Statement !Scripts !Donation Forms !Sample letters / emails /
social media posts !Technical information
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V. Board Fundraising Planning Session
!Provides key information about fundraising (ROI / response rates)
!Builds buy-in
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Personal Board Member Fundraising Plan
!Ensures buy-in !Changes follow-up conversation
!Available at: bullockconsulting.net/board-resources
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VI. Asking Training
!Demystify
!Practice
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VII. Checking In So Board Members Don’t Check Out
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Summary
!Why Collaboration? !Team Members / Roles !Knowledge Base !7 Steps
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Questions?
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Contact Information:
Kirsten M. Bullock, CFRE Bullock Consulting Inc.
[email protected] 502.509.5004
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