Building an AAA Board DT McCarthy Consulting Benedictine Health System Leadership Conference 9.23.2015
“The AAA Way” � Kay Sprinkel Grace (2009) � Flexible framework � Not an “add on” for volunteers or staff � Volunteers involved in deciding the ways THEY want to be involved � Not just about fundraising
“AAA” is… � Every board member engaged as an Ambassador, Advocate and/or Asker � Volunteers choose roles/responsibilities they will enjoy doing that will � Increase your facility’s visibility in its community � Increase its capacity to engage people in giving/volunteering
“AAA” Requires � Thoughtful interaction between staff & volunteers � A culture for philanthropy � Mission focus
A Culture for Philanthropy � Essential for successful “AAA” program � Fully engaged team � Commitment to mission, vision, values � Organization-wide � Thoughtful Community Relations
A Culture for Philanthropy � Relationship building resulting in philanthropy � Highest possible giving participation by insiders (board & staff) � Breaks down barriers to philanthropy � Platform for volunteer roles as Ambassadors, Advocates and/or Askers
Implementing “AAA” � Present concept to Associated Foundation leadership � AF Board should understand concept, modify as needed to fit YOUR community � Use the resources of BHSF Philanthropy T eam to discuss “AAA” with volunteers
Philanthropy Team Resource � Help to engage volunteer leaders in personally meaningful ways � Partner in presenting “AAA” concept � Worksheets and materials to meet community needs � Connector to others with successful “AAA” experiences
An “AAA” Foundation Board � Takes time and perseverance � Critical to growing philanthropy � Sync with annual & 3-year plan • Determine needs that can be met by philanthropy
“AAA” Roles � Ambassador � Advocate � Asker � Roles are flexible and can change
AAA Checklist Survey � Tailor to fit your needs � Start survey with your AF Board � Multiple potential assignments for volunteers � Can be used in new board member orientation
Board Composition Exercise � Determine the current talent pool of your AF board � Identify gaps in talents needed on the board � Nominating committee can work to identify, cultivate interest and recruit likely candidates to fill gaps
Build Volunteer Confidence � Create a Volunteer T ool Kit � Training on principles of Community Relations, Philanthropy and Stewardship � Be intentional about follow-up � Recognize volunteers for their work
Build Volunteer Confidence � Practice answering tough questions and/or objections � Match volunteers with staff or other volunteers � Plan first – determine the ideal and acceptable � Know that major gift closure takes several visits
Questions?
Thank You! Dianne McCarthy DT McCarthy Consulting 612.250.7569 dtmccarthy@comcast.net
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