1. The Board and Volunteer Roles in Fund Development Grey Panthers September 27, 2008

2. Presenter Mike Corbin Senior Manager Arab Community Center for Economic and Social Services mcorbin@accesscommunity.org

3. Agenda Housekeeping Board roles and responsibilities 3 g’s Why donors give Direct fund development involvement Service volunteers and members

4. 10 Basic Responsibilities 1. Determine the organization's mission and purpose. 2. Select the chief executive. 3. Provide proper financial oversight.

5. 10 Basic Responsibilities 4.Ensure adequate resources. One of the board's foremost responsibilities is to provide adequate resources for the organization to fulfill its mission. 5.Ensure legal and ethical integrity and maintain accountability. 6. Ensure effective organizational planning.

6. 10 Basic Responsibilities 7. Recruit and orient new board members and assess board performance. 8. Enhance the organization's public standing. The board should clearly articulate the organization's mission, accomplishments, and goals to the public and garner support from the community.

7. 10 Basic Responsibilities 9. Determine, monitor, and strengthen the organization's programs and services. 10. Support the chief executive and assess his or her performance.

8. Three g’s

9. Give Get or Get Off

10. 2005 Contributions: $260.28 Billion By Source of Contributions

11. Why donors give 1. Involved in organization/cause 2. Reps of organization really listen 3. Compassion touched 4. Confident contribution used with care 5. Someone they know and respect asks 6. Clear gift will help accomplish objectives they care about

12. Why donors give (cont.) 7. Understand gift will make a difference 8. Wish to pay tribute to person/event 9. Support the mission 10. Someone they trust explained the urgency of the need 11. They receive appropriate recognition

13. Why donors give (cont.) 12. Feel good donating to deserving charity that produces results 13. Want to pay a personal debt Source: BoardSource

14. Board Activities Budget fund raising goals and expenses Watch for “mission drift” Planning: funding mix, sustainability Oversight Set policies: gift acceptance, endowment, restricted funds

15. Direct fund development involvement Personal giving (recruitment, orientation, policy, peer solicitation, evaluation) Identify prospects Foundation/corporate/civic contact Accompany staff Ask, ASK, ASK! Give recognition

16. Foundation and corporate fund raising Identify people you know Be sure there is research of “fit” Staff make the first contact and submit proposal Be sure grant maker’s staff know of your intent to contact Contact quickly

17. Foundation and corporate fund raising (cont.) Follow-up on turn-down with contact, why? and next steps Follow-up on grant with contact to acknowledge Celebrate and share credit with staff Be sure of timely reporting Encourage and push staff to go back Source: BoardSource

18. Ways to raise $100 - $5000 Write a personal check Host a dessert party at home or business for 20 friends and relatives Send a letter to 10 friends and relatives Volunteer to match other board members’ contributions if everyone gives Give significant gifts with other board members and write others together

19. Volunteers and Members Specific targeting and objectives Acknowledge current contributions of service, dues, etc. Make the case for support Ask The power of peer solicitation Recognition

20. Your experiences?

21. Resources www.boardsource.org Foundation Center Cooperating Collections, www.foundationcenter.orgwww.foundationcenter.org The Chronicle of Philanthropy Association of Fundraising Professionals, www.afpnet.org The Development Plan, Linda Lysakowski, Wiley 2007

22. Finish More questions Evaluation