Leadership Development Workshop

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Leadership Development Workshop
Linda Lysakowski, ACFRE
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Know Your Case

• Telling Your Storyhave each board and
• staff member develop a 30-second elevator
  speech

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Evaluating Your Board

• Assess the makeup and performance of the board
  using our evaluation tools

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Getting the Board Involved

• Identifying and Cultivating Donors

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Donor Cultivation

• One-on-One Cultivation
• Cultivation Events

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One-on-One Cultivation

• Visits to Donors
• Major Donor Files
• Tours/On-Site Visits

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Cultivation Events

• Choose Your Audience
• Select Your Event
• Keep Meetings Short
• Have a Purpose
• Tell Your Story
• Ask for Input

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Choose Your Audience

• Local Business Leaders
• Industry Specific Groups
• Bankers
• Realtors
• Insurance people
• Media
• Pastors
• Etc.

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Select Your Event

• Breakfast
• Luncheon
• Dinner
• Cocktail Party
• Focus Groups

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Have a Purpose

• Advice
• Community Awareness
• Volunteers
• Donors

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Tell Your Story

• Testimonials
• Video
• Written Materials
• Tour of Facility

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Ask for Input

• Q A
• Questionnaire
• Follow Up

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Recruiting Board Members

• Assessing Board Needs
• Identifying Prospective Board Members
• Recruiting Board Members
• Retaining Board Members

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The Board Resource Committee

• Evaluates needs of the Board
• Finds the right people to fill Board vacancies
• Plans Board Orientation
• Responsible for ongoing Board education

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Board Position Descriptions

• Overall responsibilities
• Term of office
• Attendance requirements
• Requirement to be informed about organization
• Participation in meetings
• Committee requirements
• Financial commitment
• Conflict of interest disclosure
• Fiduciary responsibility

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Board Roles - Governance

• Overall Mission Vision
• Significant decisions about human, financial and
  physical resources
• Selecting, supporting and appraising CEO
• Monitoring organizational progress

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Board Roles - Supporting Management

• Policies
• Helping with specific task within members
  expertise

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Board Roles - Fund Raising

• Policies
• Monitor revenue streams
• Planning
• Giving
• Asking Other to Give

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5 Barriers That Inhibit the Effectiveness of a
Board

• Wrong criteria for board composition
• Managing rather than governing
• ED dominates board
• Ineffective board/staff relations
• Sporadic and inadequate board development

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How Board Members Can Help Your Organization

• Brainstorming

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How to Ask Others to Support the Organization

• Fundraising is the process of bringing together a
  joyful giver, a grateful recipient and an artful
  asker
• The LAI Principle
• Tips on Making the Ask

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Making the Ask

• Make you own gift first
• Start with your best prospect
• Know you case
• Schedule the appointment
• Work in Teams
• LISTEN!

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LISTEN!

• God gave us two ears and one mouth for a reason!

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ASK!

• Ask for a specific amount!
• Ask for enough!
• LISTEN again!
• Follow Up