1. Building an Effective Development Committee AFP St. Louis Annual Conference September 24, 2014

2. Introductions Jim Schallom, CFRE, Director of Development, College Summit Rachel D’Souza-Siebert, Director of Development, St. Louis Language Immersion School

3. Overview Purpose of a Development Committee Roles and Responsibilities Managing Relationships Tools to Get Started Accountability and Recognition Pitfalls to Avoid

4. Learning Objectives What it means to be the “director” versus the “doer” of development work How to build an effective development committee How to leverage a team of board members and fundraising volunteers who understand mission and help drive the advancement process

5. Role of a Development Committee Provides pipeline of potential board members Expand the prospect pool Create tools to help the board become more effective fundraisers Help set strategic fundraising priorities Drives leadership giving

6. What a Development Committee is NOT A special events committee The Development Director’s “other boss” Junior Board Marketing Committee Scapegoat The answer to all of your problems

7. Role of the Committee Chair Helps set committee priorities Recruits committee members Facilitates meetings Leads by example Provides support to staff Reports to board executive committee Cultivates, solicits, stewards gifts and donors

8. Who should be chair?

9. Who should be chair? – our two cents Someone who has the time and passion to do the work Inspirational leader and effective manager Knowledgeable about fundraising Someone who can “herd cats” Strategic thinker, and able to have candid conversations with peers Someone who the development director trusts

10. Who should be on the committee?

11. Who should be on the committee? – Our two cents Movers and Shakers Eager millennial Pragmatist Fundraising experts Donors/Funders Chair elect Communicators Executive Director Skeptics

12. Managing Relationships

13. Committee Chair and Development Director Committee Chair and Board Chair Committee Chair and Executive Director

14. Tools to Get Started Development Committee Matrix Committee Job Descriptions Committee “Charge” Prospect List Cultivation Plans

15. Accountability To CommitteeTo Board Monitor and report individual activity Progress on committee charge Avoid “selective amnesia” Reporting at Board Meetings Interim Reporting Fidelity to decisions made How “public” are your meetings?

16. Recognition Celebrate successes Positive reinforcement Personalized cultivation events “Promotion” to the board

17. Pitfalls

18. Pitfalls – our two cents Don’t let the committee chair act like your boss Beware of “group think” Keep the mission at the center of committee work Know your limits Be mindful of volunteer capacity

19. Outcomes

20. Conclusion You can’t do everything on your own Strive to build a high-performing team that consists of all stakeholders Meet people where they are – understand what will motivate them and then provide it Celebrate everyone’s successes