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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
BLUE STRIKE WEBINAR: INTRODUCE YOUR BOARD TO
FUNDRAISING
Join the webinar online. Go to: http://fuze.me/23437559
Enter the meeting number 23437559
To join from a phone: Toll: +1-201-479-4595
Participants will be muted during the presentation to maintain good sound quality. If you have a comment or question raise your flag and you will be unmuted.
Thanks and welcome to the webinar!
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ALL TOGETHER NOW: WORKING WITH BOARD MEMBERS TO RAISE FUNDS
BLUE STRIKE
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
WELCOME
At Blue Strike, we use the fundraising lens of advocacy organizations and groups engaged in civic action, public interest law, policy-oriented work and similar activities
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
INSPIRING SUPPORT FOR CIVIC ENGAGEMENT
BLUE STRIKE
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
In this 45-minute session, we set the stage for a two-step process that will tee up your board for regular outreach and solicitation. With spring campaigns right around the corner, this is just the session you need to help mobilize these essential stakeholders.
AGENDA
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
AGENDA
At the end of 45 minutes, you will have slides, scripts, and sample emails to get your program off the ground.
We will wrap up by 2:00 pm
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
You just need a handful .
RECRUITING CHAMPIONS
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Understands the importance of fundraising to the organization
Willing to help and wants to be supportive of fundraising initiatives, and Will remind their fellow board members of the need for outreach.
WHO CAN BE A CHAMPION?
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Start by asking them to do something small.
Lay out a task with specific time-constrained tasks.
Spell out what you want to do and what you want to achieve.
HAVING A HARD TIME FINDING SOMEONE?
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
BOARD MEMBERS
Your board members are your best promoters. Give them what they need. Encourage them and meet them where they’re at.
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
It’s just a briefing! Promise.
STEP 1: BOARD WEBINAR
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
ORIENTATION
Hold a fundraising webinar for board members. In it you can outline your fundraising goals and you may also want to provide background about where the organization’s revenue comes from.
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Schedule your briefi ngs so board members have at least two dates to choose from. A Thursday evening and a Saturday afternoon are good options.
WELCOME
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Keep the agenda simple and straight forward. No more than one hour.
AGENDA
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Ask them to help reach out to current donors. We will talk more about this later on.
STRATEGY NO. 1
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Ask for their help in appealing to lost donors.
STRATEGY NO. 2
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Give them suggestions of groups and contacts they could consider reaching out to for new members.
STRATEGY NO. 3
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Provide resources so your board members have some content and facts about your organization.
TO SHARE WITH DONORS
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Give your board members some good tips to help them frame the asking process.
WHEN ASKING
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
A BIT OF REFLECTION
For interactive opportunity, ask:
Why this organization?
Encourage them to think of why they give and volunteer for your organization. List seven top reasons.
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
This is the best part of the webinar. You might even want to move it to the beginning.
7 REASONS TO GIVE
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Be open to making personal visits with board members, if the opportunity arises.
MAKE IT EASY
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Provide sample emails with links.
Offer to do letters for them.
MAKE IT EASY
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
F O R U P G R A D I N G C U R R E N T D O N O R S
D e a r A n n :
I k n o w y o u a r e a l o y a l s u p p o r t e r o f A d v o c a c y i n A c t i o n , a n d I a m w r i t i n g t o i n v i t e y o u t o j o i n o u r L e a d e r s h i p C i r c l e , a g r o u p o f i n d i v i d u a l d o n o r s w h o g i v e $ 1 , 0 0 0 o r m o r e a n n u a l l y t o P S R . A s y o u k n o w, P S R r a l l i e s i t s s u p p o r t e r s t o f a i r a n d j u s t r a i s e o u r v o i c e s w h e n l e g i s l a t i o n a n d po l i c i e s t h r e a t e n o u r h e a l t h a n d s a f e t y. T h e i s s u e s w e t a c k l e a r e t h e t o u g h e s t o f o u r t i m e – i n j u s t i c e , u n l a w f u l p r a c t i c e s , d i s c r i m i n a t i o n — a n d r e q u i r e s t e a d f a s t c o m m i t m e n t t o a c h i e v e r e s u l t s . M e m b e r s o f A d v o c a c y i n A c t i o n ’ s L e a d e r s h i p C i r c l e h e l p e n s u r e w e h a v e t h e r e s o u r c e s t o b u i l d t h e w o r l d w e w a n t t o l i v e i n a n d t h a t w e w a n t f o r f u t u r e g e n e r a t i o n s . P l e a s e g i v e i t s o m e c o n s i d e r a t i o n . I f y o u ’ r e r e a d y t o a c c e p t , y o u m a y m a k e a s e c u r e o n l i n e d o n a t i o n b y g o i n g t o w w w. a d v o c a c y i n a c t i o n . o r g I t w i l l t a k e y o u t o o u r w e b s i t e w h i c h h a s a f u l l d e s c r i p t i o n o f t h e p r o g r a m s a n d c a m p a i g n s go i n g o n r i g h t n o w.
B e t t y
P. S. Yo u m i g h t b e i n t e r e s t e d i n s e e i n g w h o t h e c u r r e n t L e a d e r s h i p C i r c l e m e m b e r s a r e . I ’ v e a t t a c h e d t h e 2 0 1 3 l i s t .
F O R N E W P R O S P E C T S
D e a r J i m :
I m a y h a v e me n t i o n e d t h a t I s e r v e o n t h e n a t i o n a l b o a r d o f A d v o c a c y i n A c t i o n , a n o r g a n i z a t i o n t h a t w o r k s t o p r o mo t e a f a i r a n d j u s t s o c i e t y, r e d u c e i n j u s t i c e a n d p r o mo t e p o l i c i e s t h a t p r e s e r v e o u r e n v i r o n me n t . We a l s o s p e n d a l o t o f t i me p r e v e n t i n g e ff o r t s i n t e n d e d t o r o l l b a c k p r o g r e s s o n t h e s e i s s u e s . I a m w r i t i n g t o a s k y o u t o c o n s i d e r j o i n i n g o u r L e a d e r s h i p C i r c l e , a g r o u p o f i n d i v i d u a l d o n o r s w h o g i v e $ 1 , 0 0 0 o r mo r e a n n u a l l y t o s u p p o r t A i n A . A i n A h a s a s t r o n g r e p u t a t i o n t h a t p r o v i d e s a n e ff e c t i v e f r a me w o r k f o r c o n f r o n t i n g t h e s e i s s u e s . C o n t r i b u t i o n s a r e w e l l s p e n t w i t h mo r e t h a n 8 0 c e n t s o f e v e r y d o l l a r g o i n g t o s u p p o r t o u r c o r e p r o g r a ms . T h e p u s h t o e mb r a c e s a f e r, h e a l t h i e r p o l i c i e s o n t h e s e i s s u e s h a s n e v e r b e e n s t r o n g e r, b u t w e n e e d t o h a v e t h e r e s o u r c e s i n p l a c e t o p u t f o r w a r d t h e me d i c a l p e r s p e c t i v e t h a t i s c r u c i a l i n t h e s e d e b a t e s . Yo u r c o n t r i b u t i o n w o u l d h e l p t r e me n d o u s l y. I h o p e y o u w i l l a c c e p t my i n v i t a t i o n . P l e a s e s e n d me a n e ma i l i f y o u h a v e a n y q u e s t i o n s . O r i f y o u a r e r e a d y t o j o i n , y o u ma y g i v e o n l i n e b y g o i n g t o advocacy inac t i on .o rg . T h a n k s v e r y mu c h f o r c o n s i d e r i n g my r e q u e s t .
A l l t h e b e s t ,A lP. S . Yo u m i g h t b e i n t e r e s t e d i n s e e i n g t h e l i s t o f c u r r e n t L e a d e r s h i p C i r c l e me mb e r s . I ’ v e a t t a c h e d t h e 2 0 1 3 l i s t .
SAMPL EMAILS
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Establish goals that are realistic, so people don’t get discouraged.
Above all, be positive and grateful for any assistance they provide.
AS YOU WRAP UP YOUR SESSION
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Make it run. Establish regular contact.
STEP 2: REGULAR
OUTREACH
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Personal thank you calls -- can help build meaningful relationships with donors and also engage your board in outreach on behalf of your organization.
THANK YOU AND OUTREACH
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
ID: 1002003Kelly MillerChicago; member since 2009Most recent: $250 Mar. 7, 2014Cumulative: $825(312) 555-1212
SAMPLE CONTACT ITEM
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
133569
Elmer Hersche lA lmond, WI ; new memberMost recent : $500 on Dec . 22 , [email protected](607) 555-1212
1446855Jane PearsonSanta Barbara , CA; member s ince 1983Most recent : $1 ,000 Dec . 2013Cumulat ive : $13 ,[email protected](415) 555-1212
11114031Rober t CainAt lanta , GA; member s ince 2007Most recent : $1 ,000 Dec . 2013rca in@xxx .com(421) 555-1212
11813201Anisha GuptaChever ly, MD; member s ince 1988Most recent : $325 on 12 /28 /2013 Cumulat ive : $1 ,125agxx@xxx .com(410) 555 -1212
1077784Kathy Ta lent , MDTAKOMA PARK, MD; member s ince 1998Most recent : $250 on 12 /4 /2013Cumulat ive : $1 ,775kxxxxxxx@xxx .edu(301) 555 -1212
1177700Edward Is leeFair fax , VA; member s ince 2011Most recent : $200 on 12 /5 /2013 7 :56 :11 AMCumulat ive : $1 ,000exxxx@xxx .com(703) 555 -1212
SAMPLE CALL LIST
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Rather than simply handing off the list and asking your board member to make the calls, you are going to assist in placing those calls.
CONFERENCE CALL
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Using a three-way conference call, you and your board member will contact the donor together.
CONFERENCE CALL
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
“We are going to call Kelly Miller first. She gave $250 on March 7 of this year. She lives in Chicago and has been a donor for five years.”
CHECK IN BEFORE PLACING CALL
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
“Ms. Miller, this is Mary Dillon Kerwin from Advocacy in Action, I have on the line with me our board chair who is making calls today to thank our supporters. If you have just a minute, may I conference her in?”
PLACE THE CALL
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
GETTING SIGN UPS
The most effective time to enlist more volunteers is during a board meeting. Mark your day-timer with blocks of available time and send it around the room during the meeting to have them pencil in a time they are available.
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Maybe I should write notes to the people we didn’t reach. Can you send me their addresses?
Maybe I should send emails to the people who don’t have phone numbers. Do I have the correct emails?
THIS IS WHAT STARTS TO HAPPEN
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
My brother might be interested in giving.
When are we going back to major donor? I had a good conversation with her last time.
Did so-and-so give yet this year? Because I could call him if he hasn’t.
AND THIS . . .
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
I’m going to be in Atlanta next month. Are there people I can meet with while I’m there?
There’s a college roommate of mine who just sold her company. How should we connect with her?
AND THIS . . .
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Step 1: the board orientation webinar and Step 2: outreach calls:
Low cost
Every can participate
Easy to get up and running
Action-oriented
TWO-STEP PROCESS
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Great free and low-cost material.
ADDITIONAL RESOURCES
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Three Fundraising Habits of Supremely Successful Boards, Jerold Panas, March 2012 Guidestar Exchange http://www.guidestar.org/rxa/news/articles/2012/three-fundraising-habits-of-supremely-successful-boards.aspx
GrantSpace Foundation Center Boards and Fundraising, webinar and in-personhttp://www.grantspace.org/Tools/Knowledge-Base/Funding-Research/Fundraising-Planning/boards-and-fundraising
The Fired Up Boardhttp://www.gailperry.com/insiders-webinar-schedule/
RESOURCES
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Engaging Your Board in Fundraising, A Staff ’s Guide by Kathy Hedge https://www.boardsource.org/eweb/blf-2013/sessions.htm#FUNDRAISING (Boardsource $24.00)
Urban Institute Special Report Engaging Board Members in Fundraising, Sept. 2012http://www.urban.org/UploadedPDF/412673-The-Nonprofi t-Research-Collaborative-Special-Report.pdf
15 Ways to Transform Your Board of Directors into Fundraising Champions, Marc Koenighttp://www.nonprofi thub.org/featured/transform-your-board-of-directors-into-fundraising-champions/
RESOURCES
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
INSPIRING SUPPORT FOR CIVIC ENGAGEMENT
BLUE STRIKE
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
Five Easy Ways to Upgrade Your DonorsThursday, April 10, 2014 at 08:30 AMSponsored by Association of Fundraising Professionals-DC Chapter
Sending Your Executive Director on TourTuesday, April 29, 2014 at 01:15 PM
Recapturing Lost DonorsTuesday, May 13, 2014 at 01:15 PM
The Magic of Thank You CallsTuesday, May 27, 2014 at 01:15 PM
Charity Watchdogs: Managing Your Profi le and RankingTuesday, June 24, 2014 at 01:15 PM
MORE BLUE STRIKE TRAININGS & WEBINARS
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Blue Strike Webinar: Introduce Your Board to Fundraising March 25, 2014 bluestrike.org
From Mary Dillon Kerwin, President of Blue Strike
Thank you for participating today!
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