1. EXPECT THE BEST. Canadian Accredited Independent Schools The Governance of Fundraising

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

3. GIVING PYRAMID Giving combined with social, symbolic, periodic, being part of community.

4. C H A R T O F F U N D R A I S I N G P Y R A M I D

5. T H E D O N O R C Y C L E - F O R A N I N D I V I D U A L 2%

6. THE FOUR RIGHTS Before the Ask, ensure 80% certainty of: - Right People - Right Timing - Right Project - Right Amount School Priorities Donor Priorities Donor Priorities

7. What attributes, approaches, resources, and structures should Boards apply to maximize major gift fundraising? GENERATIVE QUESTION

8. LEADERSHIP/MAJOR GIFT FUNDRAISING

9. SWITCH: HOW TO CHANGE THINGS WHEN CHANGE IS HARD By: Chip Heath & Dan Heath Leadership Engagement Vision

10. Direct the Rider Motivate the Elephant Shape the Path RIDING THE ELEPHANT Exercise - Create a top ten for each of the following

11. 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....”

12. 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...

13. 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...

14. 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...

15. 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...

16. SHAPING THE PATH PYRAMID Foundation Board/Trustees School Board/Trustees Board Committee for planning/implementation special advisory group campaign cabinet Ad hoc committee Opportunity to respond individually to planning document Meaningful 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...