Building an AAA Board DT McCarthy Consulting Benedictine Health - - PowerPoint PPT Presentation

building an aaa board
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Building an AAA Board DT McCarthy Consulting Benedictine Health - - PowerPoint PPT Presentation

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


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Building an AAA Board

DT McCarthy Consulting Benedictine Health System Leadership Conference 9.23.2015

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“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

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“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

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“AAA” Requires

Thoughtful interaction between staff &

volunteers

A culture for philanthropy Mission focus

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A Culture for Philanthropy

Essential for successful “AAA” program Fully engaged team Commitment to mission, vision, values Organization-wide Thoughtful Community Relations

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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

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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

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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

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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

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“AAA” Roles

Ambassador Advocate Asker Roles are flexible and can change

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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

  • rientation
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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

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Build Volunteer Confidence

Create a Volunteer T

  • ol Kit

Training on principles of Community

Relations, Philanthropy and Stewardship

Be intentional about follow-up Recognize volunteers for their work

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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

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Questions?

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Thank You!

Dianne McCarthy DT McCarthy Consulting 612.250.7569 dtmccarthy@comcast.net