1. THREE ESSENTIAL ELEMENTS OF BOARD DEVELOPMENT 1

2. PANEL PARTICIPANTS Allen W. Nelson, Chair – Board of Trustees, Atlanta Ballet Karen Beavor, President & CEO – Georgia Center for Nonprofits Moderator, Arturo Jacobus, Executive Director – Atlanta Ballet 2

3. THREE ESSENTIAL ELEMENTS Allen W. Nelson The Three-Legged Stool Karen Beavor Board Engagement Arturo Jacobus The Board’s Role in Fundraising 3

4. THE THREE-LEGGED STOOL Artistic Director, Executive Director and Board Chair Allen W. Nelson 4

5. 5

6. THE TABLE STAKES Mutual Support Trust Candor Facilitation Stewardship Development of… – Artistic vision – Board – Audience – Financial resources 6

7. OOOOPS – THE TIPPING POINTS Board Chairs shouldn’t – Fall in love with the ED or the AD – Neglect Board recruitment – Lack a personal vision – Limit your attention to the Board – Pay the ED or AD too much or too little 7

8. Executive Directors shouldn’t – Ignore or resent your Board or the Chair – Forget that the ED is responsible for the Board – Recruit Board members who work well with the ED, but who aren’t prepared to pick the successor of the ED or AD Inspiration: Jan Masaoka, “Ten Biggest Mistakes Boards and Executives Make” URL (retrieved 4/18/2013) http://www.blueavacado.org/node/803 8

9. Artistic Directors shouldn’t —Ignore the business —Ignore the Board or the ED —Ignore fundraising, which is a team sport 9

10. AD/ED/BC: My Experience Regular open communication Alignment, though not blind agreement Recruiting the Board Motivating the Board Supporting the Artistic Vision Inspiring the Funding Community Strategic vision and… Execution, Execution, Execution Honor Steward Vision 10

11. BOARD ENGAGEMENT Karen Beavor 11

12. THE BOARD’S ROLE IN FUNDRAISING Arturo Jacobus 12

13. THE BOARD’S ROLE IN FUNDRAISING Board fundraising is a perennial “hot topic”. A recent survey in a study commissioned by CompassPoint and the Evelyn and Walter Haas, Jr. Fund found that 75% of executive directors call board member engagement in fundraising insufficient. Also, 17% of executive directors reported that their boards have no involvement in fundraising at all. Of the organizations surveyed, 36% had no board fundraising committee. 13

14. SOME POSSIBLE REASONS FOR “INSUFFICIENT” INVOLVEMENT Lack of clarity about expectations at the time of recruitment Little or no training Inherent discomfort with asking for money Doubts about ability to ask effectively Reluctance to impinge upon personal or business relationships Inadequate, or the wrong kind of, staff support 14

15. SOME TRUISMS ABOUT FUNDRAISING Fundraising is a team “sport” Fundraising is a process, not an event Successful nonprofit organizations have a “culture of philanthropy”. This means everyone is engaged in the process. 15

16. THE FUNDRAISING PROCESS Identification Qualification Cultivation SolicitationAcknowledgementStewardship 16