pursuant webinar: creating a culture of philanthropy

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It’s time to break down the walls of dysfunction and transform your program and development departments into a healthy, thriving, unified force that creates a true culture of philanthropy within your organization. In this presentation, Pursuant Vice President of Training, Rachel Muir, explains how your organization can break down the walls between programs and development to create a culture of philanthropy throughout your entire organization. In this presentation, you'll learn: - Front-line stories about how one nonprofit conquered the organizational challenges that were hindering a true culture of philanthropy - A new perspective on what the program and development departments really want - 10 ways to create a culture of philanthropy and help make feuding teams more harmonious - Tips to empower your organization’s decision making To watch a replay of the webinar with audio, visit: http://www.pursuant.com/fundraising-resources/creating-culture-philanthropy-breaking-walls/

TRANSCRIPT

Creating a Culture of Philanthropy

Welcome!

Tweeting?

@pursuant#pursuantwebinar

Webinar housekee

ping We’ll be doing polls and taking questions

Founder: Girlstart

VP Training, Pursuant

Featured on: Oprah, CNN, the Today Show

AFP Outstanding Fundraiser of the Year

rachel.muir@pursuant.comT: @rachelmuir(214) 866.7747

Your speaker

Rachel Muir, CFRE

Programs and development had a crappy divorce and they’re only speaking to

each other because of the kids.”“

Alia McKee, Sea Change Strategies

Is the bond broken or hanging on by a thread?

Is this you?

Siloed or competing to meet your fundraising goals?

Funder goals vs client needs

Funder goals vs client needs

That’s my donor! Hands off!

That’s my donor! Hands off!

Programs that are deep vs

broad

Programs that are deep vs

broad

“Everyone’s funding X!”

“Let’s change!”

“Everyone’s funding X!”

“Let’s change!”

Established vs entrepreneurial

Established vs entrepreneurial

Whose donor is it?

Poll: What’s your biggest challenge?

What is a Culture of Philanthropy?

Mission is focus. Fundraising is valued.

We embrace that we all play a role in fundraising

We’re all on the front lines together.

We need each other.

What makes power couples powerful? .

Respect & understand different needs.

Programs

May not know donorsMay feel intimidated by donorsCan feel at the whim of “cause du jour”Lives the “what”and the “how”

You told a donor we’re going to do WHAT?

Felix, gimmie a story that’s a tear jerker.

I was once in your shoes.

Our courtshi

p

We speak programs.

We speak CEO.

We speak fundraising.

How we turned it around

Brought in a trainer

Filtered decisions through mission & core values

Explored myriad program benefits

Celebrated gifts, wins & encouraged storytelling

Don’t ask programs for

stories.

Ask them

questions.

Source: Boring 2 Brilliant, Author Lori Jacobwith

Who did you turn away?

What made them come to us for services? What are we able to do for them? What are we not able to do for them?

Is there anyone you met lately that made you feel so proud we exist?

Get programs talking!

How Girlstart gathers stories

Programs authors

blog posts

Surveys

Social media Interview &

video volunteers

Application

questions

5 things development can do

Steward program staff like donors

Build development plan with programs input

Sit in program planning meetings

Shadow programs in field

Prepare program staff (donor cheat sheet)

5 things programs can doGive development program cheat sheets

Tell development who clients are

Shadow development on an ask

Build donor showcase into program events

Sit in on development planning meetings

5 ways for leadership to create a culture of philanthropy

Put development goals in staff evaluations

Put development goals in staff evaluations

Reward assists and points

scored

Reward assists and points

scored

Celebrate what you want more

of

Celebrate what you want more

of

Articulate in handbook, interviews

Articulate in handbook, interviews

Set a model example

Set a model example

Reinforce your mission within your

walls

Poll: What is your greatest obstacle to

building a culture of philanthropy?

How will we know we’re there?

Everyone is willing to do what it takes regardless

of their role

Everyone is willing to do what it takes regardless

of their role

Everyone knows “the story” and case for giving

Everyone knows “the story” and case for giving

Donors visits are welcomed

Donors visits are welcomed

Everyone understands the importance of

each department

Everyone understands the importance of

each department

Everyone is fluent in

programs and development

Everyone is fluent in

programs and development

Questions?

Thank you!

rachel.muir@pursuant.comT: @rachelmuir(214) 866.7747

Did you know Pursuant offers classroom and custom training?

Join us: Fearless Fundraising Training Aug 19th

The Art of the Ask

How to Build a Portfolio

How to Qualify, Retain & Upgrade Donors

How to Tell Your Story

Join us for training, Aug 20 or Sept 17th

Earn CFRE credit

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