Welcome! C LASS OF E XCELLENCE 2022 A CADEMY Good Morning! Good Morning! Resource Development Session II Session II Excellence Academy 1 2 Welcome! Today’s Focus Is Resource Development C LASS OF C LASS OF C LASS OF 2022 2022 2022 *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 3 4
Progression Welcome! C LASS OF C LASS OF 2022 2022 Layers of Learning Here’s Something To Know About Owls Barn owls , which you can identify by their heart-shaped faces, have the capacity to eat 1,000 mice in a year! Session II Excellence Academy Session II Excellence Academy 5 6 Board Reflection Board Reflection C LASS OF C LASS OF 2022 2022 General Observations Observations From Field Activities 1. Board Meeting 2. Board Development and Goal Setting Exercise 3. Personal Inventory Exercise What Have You Learned About Your Board? *Source: Irs.Gov *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 7 8
Resource Development Resource Development C LASS OF C LASS OF C LASS OF 2022 2022 2022 Overview What Is Resource Development? *Source: Irs.Gov *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 9 10 Nonprofit Landscape How Nonprofits’ Revenue Evolves C LASS OF C LASS OF 2022 2022 Number of Nonprofits As Nonprofits Mature, Individuals Provide an Ever-Larger Share of the Support The concentric circles refer to small, medium, and large nonprofits. The outermost ring refers to nonprofits across an industry. Source: nonprofitquarterly.org/ 2015/01/02/a-field-of-toddlers-nonprofit-news-sites/ Session II Excellence Academy Session II Excellence Academy 11 12
Transparency Donor Analytics C LASS OF C LASS OF 2022 2022 Online Tools Report on Nonprofits’ Operations Software Tracks Individuals’ Giving History and Preferences Session II Excellence Academy Session II Excellence Academy 13 14 Donor Analytics Donor Analytics C LASS OF C LASS OF 2022 2022 Software Tracks Individuals’ Giving History and Preferences Software Tracks Individuals’ Giving History and Preferences Session II Excellence Academy Session II Excellence Academy 15 16
Donor Engagement Topics That Are Rising in Popularity C LASS OF C LASS OF 2022 2022 Growing Numbers of Givers Want To Be Involved in the Action These Issues Have Garnered 12-18% Increases in Giving in the Past 5+ Years International Themes Session II Excellence Academy Session II Excellence Academy 17 18 Topics That Are Rising in Popularity Topics That Are Rising in Popularity C LASS OF C LASS OF 2022 2022 These Issues Have Garnered 12-18% Increases in Giving in the Past 5+ Years These Issues Have Garnered 12-18% Increases in Giving in the Past 5+ Years Education Animals and Environmental Matters Session II Excellence Academy Session II Excellence Academy 19 20
Topics That Are Rising in Popularity Social Media Fuels Fundraising C LASS OF C LASS OF 2022 2022 These Issues Have Garnered 12-18% Increases in Giving in the Past 5+ Years Mobile Apps and Social Media Pages Make Giving Viral, Visual, and Easy Arts and Culture Session II Excellence Academy Session II Excellence Academy 21 22 Social Media Fuels Fundraising Social Media Fuels Fundraising C LASS OF C LASS OF 2022 2022 Mobile Apps and Social Media Pages Make Giving Viral, Visual, and Easy Mobile Apps and Social Media Pages Make Giving Viral, Visual, and Easy Source: 2018 Global Trends in Giving Report + CauseVox Source: www.pewresearch.org/fact-tank/2019/01/17/where-millennials-end-and-generation-z-begins/ Session II Excellence Academy Session II Excellence Academy 23 24
Board Roles: Models Discussion C LASS OF C LASS OF 2022 2022 Nature of Governance What Do You Think? How might resource development pertain to Generative your board members? How Much Should — or Shouldn’t — an Strategic Executive Director Pressure the Board to Fiduciary Get Involved in Fundraising? *Source: Irs.Gov *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 25 26 Staff Roles Discussion C LASS OF C LASS OF 2022 2022 How Staff Can Get Involved What Do You Think? Staff Members Could: • Research current and prospective donors. • Write persuasive content How Do You Share Fundraising Responsibilities and grant applications. in Your Organization? • Oversee mailings. vs. • Coordinate social media posts. • Manage the donor list. • Coordinate in-person meetings. • Coordinate event logistics. • Tackle speaking engagements. *Source: Irs.Gov *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 27 28
Donor Engagement Show and Tell C LASS OF C LASS OF 2022 2022 Beyond the Donated Check Share Your Examples! Engage Lead Donors Beyond the Checkbook by Asking Them to… • Talk to churches and civic organizations they belong to. • Write an article for the newspaper, your website, or your newsletter Fundraising Campaign Letter about why they give. • Give a testimonial at one of your events. Pictures or Stories of Something You’ve Accomplished Thanks to a Gift • Host a coffee chat or lunch gathering with their friends so you can talk about the impact of giving to your organization. How Else Has Your Organization Engaged Donors Beyond the Checkbook? *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 29 30 Show and Tell Show and Tell C LASS OF C LASS OF 2022 2022 Read, See, and Respond Share Your Examples! Fundraising Campaign Letter Three Product Ads or Brand-Building Ads From the Private Sector Pictures or Stories of Something You’ve Accomplished Thanks to a Gift *Source: Irs.Gov *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 31 32
Messaging Thanking Volunteers and Donors C LASS OF C LASS OF 2022 2022 Be Persuasive Creative Ways To Show Gratitude • Feature volunteers’ pictures and stories online, with permission. • Make a personal phone call or handwritten thank-you note. • Promote volunteers and donors to new roles. • Host a party for volunteers and donors. • Make do-it-yourself crafts. • Write a thank-you poem. • Take coffee or cookies to volunteers and donors. • Send a volunteer or donor a video your staff has made that says, “Thank you!” • Other ways? *Source: Irs.Gov *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 33 34 Planned Gifts Planned Gift Types C LASS OF C LASS OF 2022 2022 Offer Options for Future Giving Offer Options for Future Giving Gifts of Life Policies Gifts of Retirement Plan Assets Charitable Gift Annuities Charitable Trusts Gifts of Real Estate Gifts of Appreciated Stocks/Bonds/Securities/Securities *Source: Irs.Gov *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 35 36
Case Study Reflection C LASS OF C LASS OF 2022 2022 What Would You Do? What Did You Learn Today? What Intrigued You? *Source: Irs.Gov *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 37 38 Commission Commission C LASS OF C LASS OF 2022 2022 When We Meet in February, Share Examples From This Holiday Season When We Meet in February, Share Examples of General Management • Picture or story of something you do to • Send us your current or most recent serve your clients strategic plan along with your commentary on your experience implementing it. • Picture or story of something you do to engage and/or thank supporters in person • Write a 1-page summary of a favorite management practice you’ve used. • New fundraising campaign communication • Write a 1-page description of a management practice you admire from the private sector. *Source: Irs.Gov *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 39 40
Commission Have a Hoot! C LASS OF C LASS OF 2022 2022 Happy Thanksgiving and All That Follows! Soar With Wisdom Each Day! Go Forth and Do Great Things! *Source: Irs.Gov Session II Excellence Academy Session II Excellence Academy 41 42 Contact Information C LASS OF 2022 Get in Touch, Stay in Touch! Bryan Richards Katie Ottinger Mary Gibble 317.826.8520 317.462.8870 x233 317.462.8870 x239 bryan@aspenimpact.com mgibble@givehcgrowhc.org mgibble@givehcgrowhc.org Session II Excellence Academy 43
Recommend
More recommend
