girls inc atlanta.keo
DESCRIPTION
TRANSCRIPT
![Page 1: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/1.jpg)
Serving MoreDoing More
The Roles of the Board
![Page 2: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/2.jpg)
Agenda
• Where we are going• Attracting influential
and affluent potential board members and donors– The process– Our roles– What about the
economy
• Recruiting a strategically composed board– Attributes– Deep engagement– Powerful stewardship– Philanthropic
investments– The recruitment
conversation
• Moving forward
![Page 3: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/3.jpg)
Job #1 – Mission, Vision, Values• Know the vision and Girls Inc “story”• Be able to tell, with passion• Be authentic, underpin with values• Concrete examples, stories, statistics, third party endorsements• Focus on impact and outcomes
(C) The Osborne Group, Inc. 3
![Page 4: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/4.jpg)
How Can We Help You?
• Make the vision and story your own
• Increase comfort in sharing it
![Page 5: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/5.jpg)
Attracting Affluent and Influential Others
As donors, champions, potential board members
![Page 6: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/6.jpg)
Fill the Funnel Before the Pipeline!• Share the message with
as many people as possible– One-on-one– Small gatherings– Large events– Various media– In the elevator!
![Page 7: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/7.jpg)
(c) The Osborne Group, Inc. 7
Communicate and Engage**”Forces of Good”
The Power of “Vision Meetings”
Mission Vision Values
![Page 8: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/8.jpg)
(C) The Osborne Group, Inc. 8
A Word About the Economy
![Page 9: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/9.jpg)
9
Navigating This Downturn**“When Growth Stalls”, Olson, von Beven, HBR March 2008
Strategic Factors – 70%
Organizational Factors – 17% Factors within your
control87%
Economic Downturn – 4%
Factors outside
your control
13%
(C) The Osborne Group, Inc.
![Page 10: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/10.jpg)
10
Suze Orman
(C) The Osborne Group, Inc.
![Page 11: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/11.jpg)
Still Giving But to Fewer**Forbes Magazine Interview with Financial Advisors.2.16.09
• Taking a wait and See• Sticking with existing
partnerships• Focusing on values and
alignment• Seeking leverage and
collaboration• Desire impact and
meaning• Looking for transparency
and accountability• Want hands on
engagement
(C) The Osborne Group, Inc. 11
![Page 12: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/12.jpg)
(C) The Osborne Group, Inc. 12
Job #2 -- Investing
• Giving stretch gifts annually and joyfully– 20%+ of philanthropy goal
• Giving to special campaigns and initiatives– 35%+ of goal
• Increasing gifts over time• Including all decision makers• Providing feedback
![Page 13: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/13.jpg)
Counter Gloomy Media Messages
• The media is reporting drops in giving and that affects our donors
• Counter with donor to donor messages about “Why I’m still giving”
(C) The Osborne Group, Inc. 13
![Page 14: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/14.jpg)
14
Business Week™When Service Means Survival
• Flex your workforce• Spoil your best staff• Invest in simple technology• Baby your best customers“Shifting resources from acquiring
new customers to keeping old ones”
(C) The Osborne Group, Inc.
![Page 15: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/15.jpg)
(C) The Osborne Group, Inc. 15
Recession Proof Your Fundraising *Seizing the Day in Slippery Times- New York Times 5.21.08
1. Coddle your best “customers”
2. Stay in contact3. Stand out from the
pack4. Be flexible5. Stay visible6. Diversify7. Look after your best
staff(C) The Osborne Group, Inc.
![Page 16: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/16.jpg)
“WOW” Experiences
(C) The Osborne Group, Inc. 16
![Page 17: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/17.jpg)
Some Things in Your Control!**Leadership, March 2008
1. Remember that the downturn won’t last2. Encourage optimism3. Ask better questions4. Risk still works5. Celebrate success6. Invest in top 5%7. Time for fresh ideas
(C) The Osborne Group, Inc. 17
![Page 18: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/18.jpg)
4 to 11 Times More to AcquireThan Keep Old Friends
(C) The Osborne Group, Inc. 18
![Page 19: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/19.jpg)
Stewardship is a BIG Answer!
(C) The Osborne Group, Inc. 19
Accountability• Spending as agreed• Documenting accurately• Managing wisely
Acknowledgement • Within 24-72 hours• Reiterating “The Promise”
Recognition • In a way that is appropriate• And personally meaningful
Impact • Demonstrating the significance and impact• Providing JOY!
![Page 20: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/20.jpg)
Attributes?
![Page 21: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/21.jpg)
Attributes
• MUST HAVE– Integrity– Intelligence– Passion for mission– Generous donor– Personally philanthropic– Understands
philanthropy’s role– Informed ambassador
• IMPORTANT– Strategic thinker– Participate in FD– Network– Capacity to invest
• HELPFUL– Experience board
member– Diversity– Expertise– Political connections
![Page 22: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/22.jpg)
(C) The Osborne Group, Inc. 22
What Makes a GREAT Prospective Donor?
• What are we looking for in order to QUALIFY?
![Page 23: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/23.jpg)
(C) The Osborne Group, Inc. 23
What Makes a GREAT Prospective Donor
• Current donor• Frequent donor• Generous donor• Philanthropic• Affinity for cause• Degrees of separation• Capacity to give
![Page 24: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/24.jpg)
Creating A World Class Board©
The Osborne Group, Inc.
High-level Engagement
Solicit
Steward
Enter the Board Candidate Pipeline
Vet the CandidateRecruit to Board
Orient to Board with on-going mentoring
Educate, Engage, Steward
Year-End Discussion and Solicit
Fill the funnel before the pipeline
Vision meetings & other engagement
![Page 25: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/25.jpg)
25
Deep Engagement• Engaged
households of average citizens give 38% more than non-volunteering households*
*National Speaker at 2008 ES Conference
(C) The Osborne Group, Inc.
![Page 26: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/26.jpg)
26
$200k+ Salary, $1M Liquid Assets* *Bank of America, University of Indiana 2009
• 98.2% gave – 70% of all
Americans• $80,249 average– 9% of income
• $855,200 average of wealthiest ($5m+)
(C) The Osborne Group, Inc.
![Page 27: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/27.jpg)
(C) The Osborne Group, Inc. 27
Factors**Bank of America, University of Indiana 2009
• Attending religious services
• Volunteering
• Using professional expertise
• Engaging children in philanthropy
• $111,137– $76,112
• $124,267– $35,127
• $158,194
• $243,935– 3x as much as those
who did not
![Page 28: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/28.jpg)
Artfully Asking to Invest in Our Girls
![Page 29: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/29.jpg)
(C) The Osborne Group, Inc. 29
Job # ThreeFundraising
• Be accountable, transparent, prudent,• Be in contact – – LET DONORS KNOW THAT THEIR GIFTS MADE A
DIFFERENCE!• Help identify and engage prospective donors• Invest in the philanthropy office• Ask others to join you
![Page 30: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/30.jpg)
Your Role
• I Believe• I Support• Please join me!
![Page 31: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/31.jpg)
The Recruitment Conversation
![Page 32: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/32.jpg)
Final Vetting
• Do they meet all of the MUST HAVES?
• Many of the IMPORTANT?
• Some of the HELPFUL?• Do they know several
board members?• Will they fit in?• Will other decision
makers support them?
![Page 33: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/33.jpg)
(C) The Osborne Group, Inc. 33
The Seven Sins of Trusteeship* *Jerry Panas
1. Acceptance without Commitment2. Membership without Attendance3. Affiliation without Dedication4. Meetings without Participation5. Decisions without Integrity6. Involvement without Advocacy7. Identification without Giving
![Page 34: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/34.jpg)
(C) The Osborne Group, Inc. 34
Job #4 -- Governance• Governor from strength• Think strategically• Manage for results• Own the outcomes
Will the candidates beGood governors?
![Page 35: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/35.jpg)
(C) The Osborne Group, Inc. 35
Artfully Asking With Dignity
• In person• CEO and chair or member of board development committee or
BEST person• Why you want them – what special gifts they bring to the table• Clarity of expectations
![Page 36: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/36.jpg)
(C) The Osborne Group, Inc. 36
The Upside Down Recruitment Triangle©
Yes to Girls Inc
Yes to vision& leadership
Yes to expectations
Would you consider….
Yes to role of philanthropy
Yes, allquestions answered
Yes to their unique gifts
![Page 37: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/37.jpg)
Follow-up
• Welcome• Briefing• Buddy• First meeting• Year-long orientation• Evaluation
![Page 38: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/38.jpg)
Moving Forward
• How will we move ahead?• How will we hold each accountable?• How will we recognize success?
![Page 39: Girls Inc Atlanta.Keo](https://reader035.vdocuments.site/reader035/viewer/2022062614/5467c755af7959b65d8b4624/html5/thumbnails/39.jpg)
(C) The Osborne Group, Inc. 39
Thanks!