Good Morning! Good Morning! Resource Development Session II - - PowerPoint PPT Presentation

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Good Morning! Good Morning! Resource Development Session II - - PowerPoint PPT Presentation

Welcome! C LASS OF E XCELLENCE 2022 A CADEMY Good Morning! Good Morning! Resource Development Session II Session II Excellence Academy 1 2 Welcome! Todays Focus Is Resource Development C LASS OF C LASS OF C LASS OF 2022 2022 2022


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Session II

ACADEMY

EXCELLENCE

Resource Development

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Welcome!

CLASS OF

2022

Excellence Academy Session II

Good Morning! Good Morning!

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Welcome!

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Excellence Academy Session II

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Today’s Focus Is Resource Development

*Source: Irs.Gov

Excellence Academy Session II

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SLIDE 2

Progression

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Layers of Learning Session II Excellence Academy

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Welcome!

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Here’s Something To Know About Owls Excellence Academy Session II

Barn owls, which you can identify by their heart-shaped faces, have the capacity to eat 1,000 mice in a year!

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Board Reflection

General Observations

*Source: Irs.Gov

Excellence Academy Session II

What Have You Learned About Your Board?

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Board Reflection

Observations From Field Activities

*Source: Irs.Gov

Excellence Academy Session II

  • 1. Board Meeting
  • 2. Board Development and Goal Setting Exercise
  • 3. Personal Inventory Exercise

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SLIDE 3

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Resource Development

*Source: Irs.Gov

Excellence Academy Session II

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Resource Development

Overview

*Source: Irs.Gov

Excellence Academy Session II

What Is Resource Development?

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Nonprofit Landscape

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Number of Nonprofits Excellence Academy Session II

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How Nonprofits’ Revenue Evolves

As Nonprofits Mature, Individuals Provide an Ever-Larger Share of the Support Excellence Academy Session II

The concentric circles refer to small, medium, and large nonprofits. The outermost ring refers to nonprofits across an industry.

Source: nonprofitquarterly.org/ 2015/01/02/a-field-of-toddlers-nonprofit-news-sites/

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SLIDE 4

Transparency

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Online Tools Report on Nonprofits’ Operations Excellence Academy Session II

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Donor Analytics

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Software Tracks Individuals’ Giving History and Preferences Excellence Academy Session II

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Donor Analytics

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Software Tracks Individuals’ Giving History and Preferences Excellence Academy Session II

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Donor Analytics

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Software Tracks Individuals’ Giving History and Preferences Excellence Academy Session II

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Donor Engagement

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Growing Numbers of Givers Want To Be Involved in the Action Excellence Academy Session II

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Topics That Are Rising in Popularity

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These Issues Have Garnered 12-18% Increases in Giving in the Past 5+ Years Excellence Academy Session II

International Themes

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Topics That Are Rising in Popularity

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These Issues Have Garnered 12-18% Increases in Giving in the Past 5+ Years Excellence Academy Session II

Education

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Topics That Are Rising in Popularity

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These Issues Have Garnered 12-18% Increases in Giving in the Past 5+ Years Excellence Academy Session II

Animals and Environmental Matters

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Topics That Are Rising in Popularity

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These Issues Have Garnered 12-18% Increases in Giving in the Past 5+ Years Excellence Academy Session II

Arts and Culture

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Social Media Fuels Fundraising

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Mobile Apps and Social Media Pages Make Giving Viral, Visual, and Easy Excellence Academy Session II

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Social Media Fuels Fundraising

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Mobile Apps and Social Media Pages Make Giving Viral, Visual, and Easy Excellence Academy Session II

Source: 2018 Global Trends in Giving Report + CauseVox

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Social Media Fuels Fundraising

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Mobile Apps and Social Media Pages Make Giving Viral, Visual, and Easy Excellence Academy Session II

Source: www.pewresearch.org/fact-tank/2019/01/17/where-millennials-end-and-generation-z-begins/

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Board Roles: Models

Nature of Governance

*Source: Irs.Gov

Excellence Academy Session II

Fiduciary Strategic Generative

How might resource development pertain to your board members?

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Discussion

What Do You Think?

*Source: Irs.Gov

Excellence Academy Session II

How Much Should — or Shouldn’t — an
 Executive Director Pressure the Board to
 Get Involved in Fundraising? 26

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Staff Roles

How Staff Can Get Involved

*Source: Irs.Gov

Excellence Academy Session II

Staff Members Could:

  • Research current and prospective donors.
  • Write persuasive content 


and grant applications.

  • Oversee mailings.
  • Coordinate social media posts.
  • Manage the donor list.
  • Coordinate in-person meetings.
  • Coordinate event logistics.
  • Tackle speaking engagements.

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Discussion

What Do You Think?

*Source: Irs.Gov

Excellence Academy Session II

How Do You Share Fundraising Responsibilities
 in Your Organization? 28

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SLIDE 8

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Donor Engagement

Beyond the Donated Check Excellence Academy Session II

Engage Lead Donors Beyond the Checkbook by Asking Them to…

  • Talk to churches and civic organizations they belong to.
  • Write an article for the newspaper, your website, or your newsletter

about why they give.

  • Give a testimonial at one of your events.
  • Host a coffee chat or lunch gathering with their friends so you can

talk about the impact of giving to your organization. How Else Has Your Organization Engaged Donors 
 Beyond the Checkbook? 29

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Show and Tell

Share Your Examples!

*Source: Irs.Gov

Excellence Academy Session II

Fundraising Campaign Letter Pictures or Stories of Something You’ve Accomplished Thanks to a Gift 30

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Show and Tell

Read, See, and Respond

*Source: Irs.Gov

Excellence Academy Session II

Fundraising Campaign Letter Pictures or Stories of Something You’ve Accomplished Thanks to a Gift 31

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Show and Tell

Share Your Examples!

*Source: Irs.Gov

Excellence Academy Session II

Three Product Ads or Brand-Building Ads From the Private Sector 32

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Messaging

Be Persuasive

*Source: Irs.Gov

Excellence Academy Session II

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Thanking Volunteers and Donors

Creative Ways To Show Gratitude

*Source: Irs.Gov

Excellence Academy Session II

  • Feature volunteers’ pictures and stories online, with permission.
  • Make a personal phone call or handwritten thank-you note.
  • Promote volunteers and donors to new roles.
  • Host a party for volunteers and donors.
  • Make do-it-yourself crafts.
  • Write a thank-you poem.
  • Take coffee or cookies to volunteers and donors.
  • Send a volunteer or donor a video your staff has made that says,

“Thank you!”

  • Other ways?

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Planned Gifts

Offer Options for Future Giving

*Source: Irs.Gov

Excellence Academy Session II

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Planned Gift Types

Offer Options for Future Giving

*Source: Irs.Gov

Excellence Academy Session II

Gifts of Life Policies Gifts of Retirement Plan Assets Charitable Gift Annuities Charitable Trusts Gifts of Real Estate Gifts of Appreciated Stocks/Bonds/Securities/Securities 36

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Case Study

What Would You Do?

*Source: Irs.Gov

Excellence Academy Session II

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Reflection

What Did You Learn Today? What Intrigued You?

*Source: Irs.Gov

Excellence Academy Session II

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Commission

When We Meet in February, Share Examples From This Holiday Season

*Source: Irs.Gov

Excellence Academy Session II

  • Picture or story of something you do to

serve your clients

  • Picture or story of something you do to

engage and/or thank supporters in person

  • New fundraising campaign communication

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Commission

When We Meet in February, Share Examples of General Management

*Source: Irs.Gov

Excellence Academy Session II

  • Send us your current or most recent

strategic plan along with your commentary

  • n your experience implementing it.
  • Write a 1-page summary of a favorite

management practice you’ve used.

  • Write a 1-page description of a management

practice you admire from the private sector.

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Commission

Happy Thanksgiving and All That Follows!

*Source: Irs.Gov

Excellence Academy Session II

Go Forth and Do Great Things! 41

Excellence Academy Session II

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Have a Hoot!

Soar With Wisdom Each Day!

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Excellence Academy Session II

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Contact Information

Get in Touch, Stay in Touch!

Mary Gibble

317.462.8870 x239 mgibble@givehcgrowhc.org

Bryan Richards

317.826.8520 bryan@aspenimpact.com

Katie Ottinger

317.462.8870 x233 mgibble@givehcgrowhc.org

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