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WHAT??? The Board’s Role in Fundraising & Marketing
Karen M. DeHart
Associate Commissioner, NCHSAA
7.1.2014
9:30am-10:30am
Inspiring individuals, encouraging excellence through education-based athletics
IT TAKES A TEAM!
Inspiring individuals, encouraging excellence through education-based athletics
Role
Marketing &
Sponsorships
Fundraising for
Foundations or
Endowed Funds or
General Programs
Understand the mission √ √
Have clear expectations √ √
Develop policies √ √
Evaluate goals and assess √ √
Advocate √ √
Cultivate/Steward √ √
Personal Contribution √ √
THE BOARD & FUNDRAISING
Inspiring individuals, encouraging excellence through education-based athletics.
GENERAL AREAS OF FUNDRAISING
RESPONSIBILITY
Leadership
Advocacy
Financial Support
Connection to donors and
prospective donors
Inspiring individuals, encouraging excellence through education-based athletics
Assist in identification of
fundraising plan and
strategies Development of policies
Ensure Association has
adequate financial resources
Review annual audit,
investments, and budget
Inspiring individuals, encouraging excellence through education-based athletics.
Advocate for the Association
Share the mission and tell “the story”
Introduce others to the organization
Inspiring individuals, encouraging excellence through education-based athletics.
Make personal annual contributions
Attend and host special events
Support and encourage
the Association’s fundraising staff
Inspiring individuals, encouraging excellence through education-based athletics.
Make connections/introductions
Identify and cultivate new prospects
Steward existing donors
Extend thanks
Inspiring individuals, encouraging excellence through education-based athletics.
THE ROLE OF STAFF IN HELPING
BOARD MEMBERS
Inspiring individuals, encouraging excellence through education-based athletics.
THE ROLE OF STAFF IN HELPING
BOARD MEMBERS
Provide the necessary tools Board Member Agreement
Fundraising Commitment Form
Association Case for Support
Key talking points and statistics
Set up Board members for success
Donor cultivation tactics
Understanding of how strategies are used
Direct Mail
Planned Giving and Major Gifts
Inspiring individuals, encouraging excellence through education-based athletics.
Inspiring individuals, encouraging excellence through education-based athletics.
Inspiring individuals, encouraging excellence through education-based athletics.
RESOURCES Ali, N. (July 14, 2011). The Role of Board Members in Fundraising. Metropolitan Group. Retrieved from
http://www.cfw.org/Document.Doc?id=453
Bristol, E. (2011). The Board’s Role in Fundraising: A Strategic Approach. Bristol Strategy Group. Retrieved from
http://www.bristolstrategygroup.com/Portals/67636/docs/the%20boards%20role%20in%20fundraising.pdf
Haas, L.A. (2011). What Role do Boards and Individual Board Members have in Nonprofit Fundraising. Consulting
Insights. Retrieved from
http://www.gcn.org/articles/what-role-do-boards-and-individual-board-members-have-in-nonprofit-fundraising
Klein, K. (1997). The Board and Fundraising. Grassroots Fundraising Journal.
Retrieved from http://www.ncdsv.org/Images/The20%board%20fundraising.pdf
Lysakowski, L. (2013). Board Director Job Description. ACFRE. Retrieved from
https://4good.org/linda-lysakowski-acfre/board-director-job-description
Perry, G. (March 2008). Five Fundraising Mistakes We Make with our Boards. Guidestar. Retrieved from
http://www.guidestar.org/rxa/news/articles/2008/five-fundraising-mistakes-we-make-with-our-boards.aspx
Perry, G. (April 2008). The Myths and Realities of Board Members and Fundraising. Guidestar. Retrieved from
http://www.guidestar.org/rxa/news/articles/2008/myths-and-realities-of-board-members-and-fundraising.aspx
Perry, G. (11/21/2013). 10 Fundraising Responsibilities of Every Board Member. Fired Up Fundraising blog. Retrieved
from http://www.gailperry.com/2013/11/fundraising-responsibilities-every-board-member/
o Board Fundraising Commitment Form (2014). Greenlights for Nonprofit Success. Retrieved from
http://www.greenlights.org/resources/resource-library/doc_download/129-board-fundraising-commitment-form
Inspiring individuals, encouraging excellence through education-based athletics.
Thank you!
Inspiring individuals, encouraging excellence through education-based athletics
Karen M. DeHart
Associate Commissioner, NCHSAA
7.1.2014
9:30am-10:30am