EXPECT THE BEST.

Canadian

Accredited

Independent

Schools

The Governance of Fundraising

• Review the key principles for effective major gift fundraising and explore ways the Board can promote it.

SESSION GOAL

GIVING PYRAMID

Giving combined with social,symbolic, periodic, being part of

community.

CHART OF FUNDRAISING PYRAMID

THE DONOR CYCLE - FOR AN INDIVIDUAL

2%

THE FOUR RIGHTS

Before the Ask, ensure 80% certainty of:

- Right People - Right Timing - Right Project - Right Amount

School Priorities

DonorPriorities

DonorPriorities

• What attributes, approaches, resources, and structures should Boards apply to maximize major

gift fundraising?

GENERATIVE QUESTION

LEADERSHIP/MAJOR GIFT FUNDRAISING

SWITCH: HOW TO CHANGE THINGS WHEN CHANGE IS HARD

By: Chip Heath & Dan Heath

Leadership Engagement

Vision

• Direct the Rider• Motivate the Elephant• Shape the Path

RIDING THE ELEPHANT

Exercise - Create a top ten for each of the following

1. Direct the rider - “A plan worthy of my

investment will possess....”

2. Motivate the elephant - “I am more

motivated to give when I feel....”

3. Shape the path - “the likelihood of me

making a meaningful gift increases when the

following situations are created....”

• A clear, bold, compelling and achievable vision (most important).

• A believable, logical place in the larger vision (best practices).

• An integrity based on the careful steps outlined and researched.

• A confidence in the people and process that created the plan.

• A confidence born of previous achievements.

A PLAN WORTHY OF MY INVESTMENT WILL POSSESS...

• A previous assessment of the strengths and weaknesses.

• A comparative assessment of position with competition.

• An indication of metrics to be used to measure success.

• A proven commitment to follow-through.

• A commitment to making strategic choices.

A PLAN WORTHY OF MY INVESTMENT WILL POSSESS...

• I feel proud to be backing a winner.

• I feel part of a team; “all shoulders to the wheel.”

• My gift reflects my interests and the way I want to add value.

• My leadership is recognized and inspires others.

• I know my gift is deeply appreciated. I am reminded

constantly of the difference my gift makes to the lives of

students.

I AM MORE MOTIVATED TO GIVE WHEN...

• I have a say in where the school is headed.

• I am updated regularly.

• My time is respected - efficient use is made of it.

• I enjoy and respect the people with whom I associate.

• I learn from my experience.

I AM MORE MOTIVATED TO GIVE WHEN...

SHAPING THE PATH PYRAMID

Foundation Board/TrusteesSchool Board/Trustees

Board Committee for planning/implementation• special advisory group• campaign cabinet• Ad hoc committee

Opportunity to respond individually to planning documentMeaningful interactions with• students* Head/Chair

Guest speaker: Host, organize, lead events

Systematic and regular communications

Ownership

Support

Engagement

Participation

Awareness

The likelihood of me making a meaningful gift increases when the following situations are created...