Lori Jacobwith Engage Your Board HFH March2011

Expand Your Read:

Engage Your Board

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Who is here?

Lori L. Jacobwith

• 20+ years as a communication strategist & fundraising coach

• Measurable: Helped organizations raise over $100 million in last 10 years.

• Impact: My work creates environments where people find ease in their work with, and their conversations about money.

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Where we are heading today

What are your biggest

challenges with your

board?

Getting Past The Past

Definition

Service:

Contribution to the

welfare of others.

The act of serving or a

helpful act.

~ Source: Merriam-Webster dictionary

Definition

Development: The total process by which an organization increases public understanding of its mission and acquires financial support for its programs.

~ Source: AFP Fundraising Dictionary,

(Association of Fundraising Professionals)

Secret

Communication

Communication

Communication

Expand Your Reach Engaging Your Board


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Thousands of messages barrage

us every single day.

What information do you share to allow board members to shine?

Board Communication


Be clear about the duties and responsibilities of the board members:

• Determine the Organization's Mission and Purpose

• Engage in Strategic Thinking and Planning

• Approve and Monitor the Organization's Work

• Ensure Adequate Financial Resources

• Provide Effective Fiscal Oversight

• Ensure Sound Risk Management Policies


Be clear about the duties and responsibilities of the board members:

• Select and Support the Chief Executive and Review Their Performance

• Enhance the Organization's Public Image

• Carefully Select and Orient New Board Members and Board Leaders

• Maintain Board Structure and Operations

• Organize & Participate on Committees and Task Forces

“Feeling good is what nonprofits sell.”

~ Seth Godin, Author & Marketing guru

1. Includes listening.

2. It’s personal.

3. Provides meaningful feedback both ways.

Board Communication

How does money given bring joy?

Money

1. What has our financial track record been?

2. What are our income source(s) and cost structures?

3. What kind of financial flexibility do we have?

4. Know your pledge redemption history and be prepared for changes.

5. How financially sophisticated is our board and staff? Our donors?

Expand Your Reach Engage Your Board

What is missing?

What’s missing in your current communication with your board?

• What do you want them to do more of?

• What would a successful and fully engaged board look like?


Your Communication

You have a rare opportunity to empower people to feel like a super hero.

To cause a connection that deeply aligns with that person’s highest ideals and values.

Expanding Your Reach Engaging Your Board

What is working with your board?

Habitat for Humanity

“Thank and Release”

Annual Elections

Term Limits Are Your Friend

On the board v. On Board


Measuring SuccessClarify and commit to the duties & responsibilities of the board especially in development.

• What measures does your organization have for the board?

• Who on the board is your partner to ensure expectations are met?


Your Organization Name HereGovernance Scorecard

Visibility Building Participation

0

5

10

15

20

25

30

35

40

45

2009 2010

Target

Actual

0%

10%

20%

30%

40%

50%

60%

70%

80%

Q109 Q209 Q309 Q409

Board Target

Actual

CommitteeTarget

Actual

Full Board and Committee Participation

Board Member Annual Event Participation

0%

10%

20%

30%

40%

50%

60%

70%

80%

Phone-

a-thon

Annual

Dinner

Open

House

Fun

Run

Target

Actual

0

10

20

30

40

50

60

70

80

90

100

2009 2010

Target

Actual

Board Donor Contact and Financial Support

$0

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

$7,000

$8,000

$9,000

2009 Pledged

Raised


Powerful contributions are made when:

People are in touch with their purpose, their vision, and with the difference they make.

~ Lynne Twist: Fundraising From the Heart



People see that the work you are asking them to fund really makes a difference.




Someone asks, giving them an opportunity to contribute.



Remove phrases like

“the board doesn’t do enough” from your

vocabulary


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Trustees can inspire confidence. Board members have an unusual opportunity to inspire people & set an example.

Tell:

One thing you are going to change at your organization

One ah ha you had in this session

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Blog and monthly e-Newsletter

Membership – special offer

Key Note & Breakout Sessions

Customized Fundraising ActionPlanning Sessions

Connecting with Lori

[email protected]

www.LoriJacobwith.com

952- 949-2105

http://twitter.com/LJacobwith

Lori Jacobwith

Thank you!

Education

Lori Jacobwith Engage Your Board HFH March2011