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Lilly Family School of Philanthropy

Purposeful Boards, Powerful Fundraising

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Description

Fundraising success depends on organization-wide efforts from the leadership of the board to the dedication of front-line staff. This course focuses on the role the board plays in fundraising and how to best structure the organization to support this role. Board members and staff will work collaboratively to develop an action plan to improve the culture of philanthropy in your organization, improve board recruitment and training, and ensure the organization has a solid case for support.

As a result of this class, participants will:

  • Communicate and demonstrate board and staff responsibilities to the organization
  • Understand what needs to be prepared and in place for board members
  • Review and adapt tools and strategies to recruit, train, mentor, and redirect board members to support overall fundraising

AGENDA

Day One

Introduction

  • Introductions & Expectations
  • Definitions: Philanthropy, Development, Fundraising
  • The Current Charitable Giving Landscape

The Roles and Responsibilities of the Board * The Top Ten Responsibilities of All Board Members * A Focus on Fundraising & 100% Board Giving

Recruiting an Outstanding Board of Directors

  • The Board Skills Chart
  • How to Identify and Meet Potential Board Members
  • Bylaws Basics – Term Limits & Other Essentials

Board Meetings & Effective Fundraising

  • How to Structure a Productive Board Meeting
  • The Role of Committees
  • Why this Matters for Fundraising

First Day Reflections & Adjourn

Day Two

Reflections & Review

Fundraising Tools & Techniques – What Board Members Need to Know

  • The 14-step Fundraising Cycle
  • The Fundraising Plan
  • The Fundraising Pyramid
  • The Gift Range Chart

Fundraising Markets

  • Developing a Prospect List of Individual Donors
  • Understanding Fundraising from Foundations
  • Understanding Fundraising from the Business Sector

Making the Philanthropic Request

Supporting Board Member Fundraising

  • The Board’s Role in Stewardship
  • How Can Staff Best Support Board Member Fundraising?
  • Board & Staff: Moving Forward & Fundraising Together

Final Reflections & Conclude

Who should attend

This course is specifically designed for one staff person and one board member to attend together.

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