Board Fundraising Keys to Success John Malcolm, V. P. of Philanthropy, BBBSA Tisha Frank, Director of Agency Development, West Region

Survey Says Fund raising is the #1 challenge for board members WHY?

What is your role?

Role of the Board Plan and evaluate the return on investment of the fund development effort Give a meaningful gift –BBBS is one of your top 3 charities Open doors within personal network –Identify potential donors / partners via your treasure map –Help introduce BBBS to your contacts Provide screening on extended network Host/ Take a leadership role in fundraising events Make cultivation / solicitation visits with staff Thank donors

Success stories BBBS of Greater Miami – Cheyenne Palma BBBS of North Texas – Rob Roby, Charles Pierson

How has your board implemented each of those roles? Questions for our panelists?

Upgrading your board’s fundraising Do you have the right people on the board? - passion / vision, capacity, circle of influence, philanthropic Do they have appropriate, achievable roles for fundraising? Do you have a system of accountability? –Fund Development committee Do you train people for their role – good elevator speech, practice before visits/ hosting events

Techniques Begin with a compelling goal Cultivation Planning – who to target, who should make the contact, what format is best for the meeting Have well developed, effective events with clear roles for board leadership Host Point of Entry meeting / event Secure a meeting with a contact Accompany the CEO /CDO to the ask meeting Get teams for bowling, golf, etc. Provide a testimonial speech about why you support the organization Provide information that will help identify / rate capacity of donors