Don Chalmers, President SparrowHawk Consulting Company, Inc.

Today’s Climate Economic trends and national events have significantly impacted foundation, corporate and individual giving Many national and regional funders have restructured their giving priorities and significantly revised their guidelines and criteria A generational shift in philanthropy to the baby boomers and young wealthy business people has created a new focus on efficiency and accountability in charities Copyright 2015 SparrowHawk Consulting Company, Inc.2 Native Philanthropy Institute 2015

Tomorrow’s Reality Some nonprofits who have enjoyed regular philanthropic support will find it more difficult to secure that support, if only because of the significant increase in demand. Non-profits serving Tribal communities need to find ways to be more competitive as they seek to secure more resources to accomplish their missions. Copyright 2015 SparrowHawk Consulting Company, Inc.3 Native Philanthropy Institute 2015

The New Paradigm Increasingly, funders are looking for applicants who can demonstrate: A reflective and representative board of directors Capacity to raise funds from a variety of sources Cooperation and collaboration with other organizations or agencies Support at the community level Fiscal resources to sustain projects over time Copyright 2015 SparrowHawk Consulting Company, Inc.4 Native Philanthropy Institute 2015

The Competitive Applicant Has a Board representative of the community served Has an active Board education and training program Has Board members who participate in fundraising Has a current Strategic Plan in place Copyright 2015 SparrowHawk Consulting Company, Inc.5 Native Philanthropy Institute 2015

Enhancing Your Competitiveness Evaluate Board strengths and weaknesses Recruit new members if needed Organize an education and training program that incorporates an active board voice Update or develop a Strategic Plan Copyright 2015 SparrowHawk Consulting Company, Inc.6 Native Philanthropy Institute 2015

Board Development Be clear about the characteristics that make up your community. Assess your current Board demographics in light of your constituency. How do they compare? Geography, race, sexual orientation and ethnicity may also be criteria for consideration in your matrix: Copyright 2015 SparrowHawk Consulting Company, Inc.7 NameGender AgeWork/ Profession Skills/ Activities AssociationsHobbies Native Philanthropy Institute 2015

What To Look For Balanced representation of community demographics A variety of professions represented Diversity of skills among board members A range of other affiliations and interests Copyright 2015 SparrowHawk Consulting Company, Inc.8 NameGender AgeWork/ Profession Skills/ Activities Associations Hobbies Native Philanthropy Institute 2015

Now What? Plan a brainstorming session with Board and staff to identify candidates for Board membership Develop a Board Recruitment package Interview prospective candidates and name new Board members Update or create your Strategic Plan Copyright 2015 SparrowHawk Consulting Company, Inc.9 Native Philanthropy Institute 2015

When interviewing keep in mind Does the candidate bring: explicit assurance regarding the amount of time they are willing and able to commit an understanding and commitment to the mission your clinic serves the ability to feel comfortable speaking up along with the ability to listen to other’s opinions the capacity to disagree with a board decision but to support the decision and organization once the vote has been cast Others? Copyright 2015 SparrowHawk Consulting Company, Inc.10 Native Philanthropy Institute 2015

Special Characteristics for Your Board? Expertise in the your programs and services Awareness of other related organizations in the area and ability to network with them Experience fundraising, and/or the ability to tap into high-dollar donors Ability to be/think “entrepreneurial” in providing for your services Copyright 2015 SparrowHawk Consulting Company, Inc.11 Native Philanthropy Institute 2015

Keeping the Board Motivated Who’s Job? Ideas that Work! Board motivation is a shared responsibility of board leadership and staff. For example: Staff ensures effective care and feeding of board members Board leadership takes responsibility for checking in with absent or less-than- engaged board members Be sure there is a Board Committee for Board Recruitment and Development Allocate a portion of each board meeting to updating members on your organization Acknowledge every board member’s contribution! Thank 7 times! Copyright 2015 SparrowHawk Consulting Company, Inc.12 Native Philanthropy Institute 2015

Board First Aid Make a “board check-in” an early part of each meeting Determine the impediments to efficiency As needed, make the issue the basis for a special meeting of the board or an agenda item Be prepared to use technology to help (Skype, etc.) Steps to take when the Board is not operating at “maximum efficiency” Copyright 2015 SparrowHawk Consulting Company, Inc.13 Native Philanthropy Institute 2015

Strategic Planning “Strategic planning is an approach that asks most institutions to be more intentional and more organized than they have been in the past.” Kent E. Dove Copyright 2015 SparrowHawk Consulting Company, Inc.14 Native Philanthropy Institute 2015

What Major Funders Want to to Know Paul G. Allen Family Foundation: “Describe how your organization has planned for this project. How has your planning shaped this proposal?” Copyright 2015 SparrowHawk Consulting Company, Inc.15 Native Philanthropy Institute 2015

Bush Foundation-Native Nations Our approach to working with these nations is grounded in Native nation rebuilding, the idea that Native nations have a dramatically better chance of achieving their goals if they have governments that are culturally legitimate, exercise sovereignty effectively, set long-term visions, have public spirited leaders and build institutions to implement these ideals. Native Philanthropy Institute 2015 Copyright 2015 SparrowHawk Consulting Company, Inc.16

Key Components of a Strategic Plan Environmental Assessment or Scan SWOT Analysis Mission and Vision Values Goals Objectives Action Plans Copyright 2015 SparrowHawk Consulting Company, Inc.17 Native Philanthropy Institute 2015

What You Gain A clear sense of direction for board members and staff A detailed plan to assist board members and staff develop personal work plans A blueprint for creating a fundraising plan to secure resources needed An excellent framework for grant requests and community solicitations Copyright 2015 SparrowHawk Consulting Company, Inc.18 Native Philanthropy Institute 2015

Next Steps Identify training needs and develop a Board training plan Create a fundraising plan to support your goals and objectives Put your newly strengthened infrastructure to work to implement a comprehensive approach to fundraising Copyright 2015 SparrowHawk Consulting Company, Inc.19 Native Philanthropy Institute 2015

A Comprehensive Approach to Fundraising Annual Fund Individual Donor Development Special Events Major Gifts Corporate/Foundation Relations Planned Giving Endowment Capital Campaigns Earned Income Copyright 2015 SparrowHawk Consulting Company, Inc.20 Native Philanthropy Institute 2015

Thanks! SparrowHawk Consulting Company, Inc. The Key to Resources for Your Future! Copyright 2015 SparrowHawk Consulting Company, Inc.21 Native Philanthropy Institute 2015