Sc Scar ary Af y Afte ter All r All Boar ard Fu d Fundr drai - - PowerPoint PPT Presentation

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Sc Scar ary Af y Afte ter All r All Boar ard Fu d Fundr drai - - PowerPoint PPT Presentation

Oct 21, 2022 356 likes •1.1k views

Fundraising Isnt So Sc Scar ary Af y Afte ter All r All Boar ard Fu d Fundr drai aisi sing g Tr Trai aining g Worksh shop @fundraiserchad AGENDA: 1. Introductions 2. Fundraising 101 / Board Role 3. Telling Our Story 4. The

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@fundraiserchad

Fundraising Isn’t So Sc Scar ary Af y Afte ter All r All

Boar ard Fu d Fundr drai aisi sing g Tr Trai aining g Worksh shop

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AGENDA:

  • 1. Introductions
  • 2. Fundraising 101 / Board Role
  • 3. Telling Our Story
  • 4. The ASKING Process
  • 5. Role Playing
  • 6. Q&A
  • 7. Board Accountability
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Who is this guy? And why does he think he knows what he’s talking about?

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career fundraiser

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providing fundraising strategy, training & coaching to small nonprofit

  • rganizations
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You say there's a lesson that you want to teach. Well here I am baby, practice what you preach

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Who are you? And how much experience do you have with fundraising?

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Fund Fundrai raisin sing g 101 101

(in 6 slides)

@fundraiserchad

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Credit: Campbell & Company

the pyramid

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Credit: Giving USA, 2015

the chart

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Credit: GoalBusters Consulting (Alice Ferris, CFRE, ACFRE)

the cycle

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In person Peer to peer By mail By events By email Via crowdfunding On a web site By phone By advertising

the methods

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donor centrism

Does it make the donor feel important, valued & considered?

45% 29%

the mantra

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Begging=you have the power Demanding=I have the power Asking=we have a relationship

@amandapalmer #IFC2016

the mindset

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The Board’s Role in Resource Development

  • Donor
  • Visionary leader
  • Ensure the presence of strong fundraising

policies & procedures

  • Fundraising ambassador
  • Fundraising supporter
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que questi stions

  • ns
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Tel Telling ling Our Our Sto Story ry

@fundraiserchad

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exercise: what’s our mission?

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SERVING AS THE CENTRAL COMMUNAL ORGANIZATION THAT PROMOTES AND ADVANCES THE QUALITY AND VALUES OF THE JEWISH LIFE IN GREATER HARRISBURG, THE JEWISH FEDERATION OF GREATER HARRISBURG SHALL PROVIDE AN EFFICIENT, EFFECTIVE UMBRELLA FUNDRAISING ORGANIZATION WHICH SHALL STRIVE TO UNIFY, ANTICIPATE, AND MEET THE NEEDS OF THE GREATER HARRISBURG JEWISH

  • COMMUNITY. IT SHALL ALSO PROVIDE SOCIAL,

RECREATIONAL, EDUCATIONAL AND CULTURAL PROGRAMS TO ITS MEMBERS.

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super simple elevator speech

We help [who], so they can [do what]. Let me tell you about [first name] …

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Part 1 “We help [who],”

[who] examples: children, students, residents, citizens, the homeless, seniors, animals, farmers, artists, etc.

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Part 2

“So they can [do what].”

[do what] examples: thrive, succeed, learn, survive, prosper, live independently, be healthy, have a positive future, etc.

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Part 3 “Let me tell you about [first name], [story]”

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exercise: craft your

  • rganization’s

super simple elevator speech

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que questi stions

  • ns
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The The A Ask sking ing Pr Proc

  • cess

ess

@fundraiserchad

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What’s the best way to approach a potential donor?

PEOPLE GIVE TO PEOPLE (NOT EMAILS)

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get getting ting the the vis visit it

@fundraiserchad

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Dear Mr. Donor - I hope all is well and that you’re enjoying these early fall days! My name is Chad Barger and I am a board member at the Jewish Federation of Greater Harrisburg. I am writing to see if I could stop by sometime in the next month or so to provide a brief update on the Federation. I like to do this with as many of our supporters as possible each

  • year. It’s an opportunity for me to share our progress, to answer your questions and to get

some feedback which is always appreciated. I think 20 minutes would be sufficient – is there a good day on your calendar? Lunch or coffee is also a possibility if you have a bit more time. What about the 20th at 2pm or the 22nd between 1 and 4pm? Also, please know that while it is my hope that you will continue supporting our cause, at this time I'd just like to meet you and provide this update – I will not be asking for any money! Thank you for taking the time to read this request and have a wonderful day. Sincerely, Chad

productivefund uctivefundraising.c raising.com/res

  • m/resource
  • urces
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Di Diff ffer erent ent App Approa

  • ache

ches s fo for Di Differ erent ent Re Rela lati tion

  • nsh

ship ips

  • A close friend
  • An acquaintance
  • Someone you don’t know

(insert the connection)

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gui guidin ding g the the co conve nvers rsat atio ion

@fundraiserchad

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the the tra transi nsitio ion

@fundraiserchad

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Chad’s Favorite Donor Visit Questions

So, as you know I wanted to speak about CPARC today …

  • What do you know about us?
  • What first led you to become involved with our
  • rganization?
  • What excites you about our current

programming?

  • What could we be doing better?
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A FEW key talking points

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po posit sitio ioning ning the the as ask

@fundraiserchad

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no asks on first visits with people you don’t already know well

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Remember, we’re not ASKING them to give, we’re LETTING them give

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The easiest way to make an ASK …

CON CONSID SIDER ER & JOIN JOIN ME ME

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“I hope you’ll CONSIDER JOINING ME in supporting this program with a donation of $2,500.”

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“I hope you’ll CONSIDER JOINING ME in advancing this program by serving

  • n the committee.”
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clo closin sing g the the meet meeting ing

@fundraiserchad

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GET PERMISSION

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fo follo llow w up up

@fundraiserchad

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More information Proposal / offer Follow up call / meeting

GET PERMISSION AT THE MEETING

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But what do you need to do before you follow up with your planned next step?

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Follow up guidelines: 4x 1 week after the ask 2 weeks after that 4 weeks after that 8 weeks after that Move on (after 15 weeks)

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que questi stions

  • ns

productivefundraising.com/resources

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ro role le pla playing ying

@fundraiserchad

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Role Playing

  • 1 = a first time donor of $250 that I don’t know

personally (thank you call)

  • 2 = a long time business associate of mine that

supports many other causes (invitation call)

  • 3 = a former supporter of the charity, who is an

acquaintance, that hasn’t given in a few years (inquiry call)

  • 4 = a current donor, that I don’t know personally,

that left an irate voicemail (reply call)

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que questi stions

  • ns
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ac acco counta untabil bilit ity

@fundraiserchad

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exercise: board fundraising menu

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Wh What at ar are y e you

  • u pe

pers rsona

  • nally

lly wi willin lling to g to do do t to a

  • ass

ssist ist th the or e orga ganiz nizat ation ion wit ith h fu fund ndra rais ising ing?

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Wha What wil t will t l the he bo boar ard co d comm mmit it to to doi doing ng as as a a w whol hole? e?

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Ho How wi w will y ll you

  • u hol

hold e d eac ach h

  • t
  • ther

her ac acco count untab able? le?

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que questi stions

  • ns

productivefundraising.com/resources