Board Engagement Bootcamp Presenters

Julie Holt Julie Holt Consulting

Carol Ferguson Sr. Donor Relations and Programs Officer Orange County Community Foundation

Cathleen Otero Director of Donor Relations and Programs Orange County Community Foundation

What We’ll Cover Today

Successfully Engaging your Board in Fundraising

History of i♥oc Giving Day

What We Know so Far about i♥oc Boards What happened in 2015 Board and Staff Perspectives

Best Practices and 2016 tools for Successful Board Engagement

Panel Presentation

After April 28

i♥oc Giving Day Board Involvement in Fundraising

Secrets of Exceptional Boards “Putting AAA to Work” Julie Holt JHC Consulting February 10, 2016

Do you hate Fundraising?

Desired Outcome

That every board member will leave better understanding their role in fundraising and inspired to help.

All will admit they don’t hate fundraising.

Defining a AAA Board

Every board member is motivated to be an Ambassador, Advocate and/or Asker

AAA boards are an essential part of the culture of philanthropy that motivates the community to invest in an organization

Roles Board Members Play in Advancing Philanthropy

Ambassadors Making friends Building relationships

Advocates Making the case (formal and informal) Key to solid board recruitment

Askers Willing to ask “Front line” fund raisers

Ambassadors

A role everyone can play Identification & cultivation of prospective donors Stewardship of existing donors Well informed about the message Shares why they care

Advocates On the golf course or in the car pool – share their role on the board May advocate on a more formal basis with foundations or other

organizations Informed about the needs Well aware of the mission and vision

Askers Comfortable asking for support Well informed, well trained “Matched” with prospective donors for maximum possibility of

success Teamed with another board asker or staff leader Staff supports the board member Benefit from the work of the Ambassadors and Advocates

The AAA Rating

Some of you will do it all Most board members excel at one or two Do what you are most comfortable doing

Board member motivation operates at two levels: Deep (mission, vision, values) Immediate (affiliation with people, recognition among peers,

professional or personal growth)

More Insights

Understand Motivation

Primary job: understand our own and others’ deeper motivation and help grow it

What’s important to the donor? What are the needs? How do we match them with donor interests?

Linking Activities to Motivation

Brainstorm with board members what you can do under each AAA activity.

Have a strong sense of the most important tasks Generate a good list before attempting to enroll Which of these tasks match the organization’s needs and

individual board member interests?

Leadership is Essential

CEO & Board Chair Consistency Taking AAA seriously Linking AAA to overall institutional goals Valuing AAA as an important strategy for building

participation and impact

Some Cautions

Timing is critical. Don’t let time lag Staff and board leaders all involved. One person cannot

do it all Keep the list of tasks reasonably short.

The Board’s Role in Implementation

Carry out the tasks you signed up for Add AAA into your board member job description Everyone should participate in training for solicitations, even

those who choose not to do them. At the beginning of each board meeting showcase AAA work

Keeping AAA Ignited

Recognize those who fulfill their commitments Have a committee check and guide AAA progress and prod those

who are lagging Use AAA as the framework for annual individual meetings with

board members, the board chair and the CEO Continually refresh the AAA opportunities: Put AAA roles on the

agenda for staff meeting: new ideas will certainly emerge

Evaluating Success

With Ambassadors, focus on contacts, long term impact and reporting

With Advocates, measure effectiveness by outcomes: what action was generated by their advocacy?

With Askers, it is easy: was the ask made?

Thank You!

Board Engagement Bootcamp Presenters

Julie Holt Julie Holt Consulting

Carol Ferguson Sr. Donor Relations and Programs Officer Orange County Community Foundation

Cathleen Otero Director of Donor Relations and Programs Orange County Community Foundation

History of i♥oc Giving Day - 2015

What we Know so Far about i♥oc Boards

METRIC DATA POINT

TOTAL BOARD MEMBERS 4,714

BOARD DIVERSITY

75% Caucasian 3% African American 9% Hispanic/Latino 6% Asian American 1% Native American 6% Other ____________________________

43% Men 55% Women 2% not specified

347 Participating Nonprofits

What We Know: Board Engagement 2015

28% of nonprofits

reported that their boards were engaged or highly engaged, with 7% reporting a highly engaged board.

33% reported that their boards were neither engaged nor disengaged.

39% reported that their boards were disengaged or highly disengaged.

Please rate the level of your board's engagement for the iheartOC Giving Day.

Highly engaged

Engaged

Neutral

Disengaged

Highly disengaged

What We Know: Board Engagement 2015

58% of nonprofits reported that their boards made a donation.

31% reported that their boards emailed their networks.

17% reported that their boards participated on social media.

35% reported that their boards did not participate.

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

They did notparticipate

Made a donation Emailed theirnetworks

Hosted orhelped with an

event

Participated onsocial media

How did your board participate in iheartOC?

Comparison of Board & Staff Perspective

How engaged is your board/staff with each

other?

Highly Engaged Engaged Somewhat

Engaged Not Engaged

Board 23% 36% 30% 12% Staff 18% 24% 46% 12%

Very Familiar Familiar Somewhat

Familiar Not Familiar

Board 34% 25% 30% 11% Staff 4% 17% 54% 15%

How familiar is the board with

Giving Day?

Comparison of Board & Staff Perspective

Staff, what is your expectation of level of board giving?

% 100% >50% 50%-25% <25%

Staff 30% 42% 15% 14%

If we had 100% Board Giving 4.21.15

$150

100% 4,714

$707,100

Best Practices for Successful Board Engagement

Best Practices

The Board’s Role in …

Readiness & Outreach - Before

Giving & Asking - During

Thanking & Stewarding - After

Readiness & Outreach - Social Media Outreach

Readiness & Outreach - Team Effort

Readiness & Outreach - Leveraging your Network

Staff & Leadership

Existing Supporters

Volunteers

Prospective Supporters

Board Members

Giving & Asking - Setting the Example

100% Board giving … and on April 27 Set a goal of dollars and numbers of people Your network The organization’s database

The IDP – Individual Development Plan Creative engagement of your network

Thanking & Stewarding - Building Relationships

Social media shout-outs day of Board member thank you within

48 hours Quarterly engagement thereafter Utilize a variety of methods Email Phone USPS – hand written note Professional settings

Along with the "thank you" we also sent any

new donors for the day a full-color report on our

programs, and followed up several months later

with an appeal letter. Every one of

those new donors from the giving day has

donated again.

Tools Available

Bootcamps: Donor (February 17) and 8-Week Workplan (February 24)

Toolkits: Marketing Toolkit available on iheartoc.org

8-week Workplan: USE IT

Technical Assistance i♥oc Enews Email OCCF team at ocnonprofitcentral@oc-cf.org

Prize Challenges

Tools: Board Prize Challenges

Challenge Description

100% Board Giving Challenge Get every member of your board to make a donation and you’ll receive an entry into a drawing to win a $1,000 grant. Must turn in board listing and confirmation of donations from iheartoc.org within one week of giving day to be eligible.

“I ♥oc Giving Day” Video Challenge

A 15 second (max) video from a donor or board member that starts with the phrase: "I heart <XYZ nonprofit> because…" and shared on your favorite social media platform with the hashtag #iheartoc.

Tools: 8 Week Workplan

Board Engagement Questions… What will be your goal for board giving (100%, increase

from last year?) What prize challenges will you and your board work on

together? What donor engagement strategies will your board

employ? What social media activity will you ask of your board? What other communication/marketing activities will

your board engage in? What other tasks or strategies will you ask your board to

participate in?

Start Thinking…

Panel Discussion

Scott Larson Executive Director, HomeAid OC

Reshma Block Board Chair, South Asian Helpline and Referral Agency Board Member and Finance Chair, OCCF

Julie Holt Julie Holt Consulting

After April 28

Congratulations, you are an i♥oc Giving Day alum

Celebrate and leverage your success!

Consistent stewardship effort

Use your Nonprofit Central profile

The Toolkit and 8-week Work Plan

Build your relationship with OCCF and your donors (old and new)