Tag Archives: fundraising

Flip Your Mission: Framing a Compelling Message

This installment of the Sixty-Second Strategy challenges board and staff to frame a compelling message by transforming how they talk about their organization.

Visit previous strategies…

Kick Start Your Meeting

Defining Your Value

Board Members Are Not Our Development Directors


In the May 1st online edition of the Chronicle of Philanthropy a headline stated: “Charities Give Boards Little Training in Fund Raising, Study Finds.” I would argue that most board members do not want training in fund raising. They didn’t join our organizations because they wanted to learn how to prospect, cultivate, and make “asks.”

When we try to engage our boards in fund raising, we make a glaring mistake—we talk about it from the organization’s perspective rather than the board member’s perspective. We seek to engage them in organizational fund raising mechanisms and activities that make many members feel downright uncomfortable, reinforcing their aversion. The 2010 BoardSource Governance Index survey shows that the situation (board members and their desire to fund raise) is getting worse.

Board members who succeed in the fund raising effort, inherently see it as a means and not an end. The “end” they are seeking, building a strong relationship between those in their network and the cause they care deeply about, is a place where everybody wins—the donor, the board member, and the organization.

To achieve this win-win, we need to help our boards cultivate three capabilities:

I. Learning their own story about the organization — finely worded messages are great, but board members need to find the organizational stories that are most meaningful to them. This helps them in their own self discovery of why they care about the cause as well as builds their ability to share stories that are personally compelling.

II. Finding their role in building organizational influence — each board member brings their own unique talents to helping the organization build relationships. Instead of forcing members to conform to a fundraising approach, first discover what these talents are and create social situations where they can practice using them.

III. Playing an active role in building their strategy — key to engaging board members in the fundraising effort is creating opportunities for them to shape the case for support as well as the greater strategy they will use in helping the organization build influence.

Client Spotlight: Scholarship America

The following video features Scholarship America’s A Dollar A Day Campaign. I had the good fortune to work with this team on their strategic plan. They are doing amazing work in helping the nation understand the issues students face in accessing, completing and reducing debt associated with education beyond high school.

Defining Your Organization’s Value

This installment of the Sixty-Second Strategy covers a quick exercise to help organizations define the value they create and deliver to the communities they serve.

For more information, go to the related post entitled Owning Your Place in the Community.

Also, visit the previous Sixty-Second Strategy installment– Kick Start Your Story.

Owning Your Place in the Community

[The following is an excerpt from a keynote I gave to the Southern Minnesota Nonprofit Summit.]

Fifteen years ago this week was when I arrived in Minnesota to become the Executive Director of The Playwrights’ Center. My wife and I were newly married. We drove 900 miles from Dallas to Minnesota with most our belongings in tow. I was very excited about taking this position. At 27, I would have a staff of 12, a budget of just under a million dollars, financial reserves in the bank, and a strong national reputation to build on. What I didn’t know, it was all a house of cards.

I remember feeling something was up during the interview process and after I took the job it became quickly apparent that the organization was not great shape. The first sign was how out of step the staff and board were with one another, and the second sign, was how disconnected the board was with the organization as a whole. Most troubling, was how the organization’s main participants, playwrights, universally felt the organization was past its prime.

After a week on the job, I was on an airplane going to a national conference and I had brought my calculator along. I was working through next year’s budget on some scratch paper. It might of have been some turbulence or a change in altitude, but I remember my eyes rolling up inside my head and falling against the window, thinking to myself: “What the hell have I done? Why did I take this job?” I was staring out the window at the clouds, but what I was really staring at was an organization that only had half the income needed to balance next years budget with all of its reserves spent on paying off the current year’s expenses.

Cutting half of your expenses is not trimming the fat, it’s not even just cutting into the bone, it’s all out amputation. Not to sound too graphic, but what followed was a blood bath. We cut programs, staff, anything and everything. After we were done (besides the fact that no one on staff would talk to me) we bought ourselves a little time, but we did not solve the intrinsic issue—we had become irrelevant.

Soon after I was having lunch with a board member, who had been on the board for about four years, and she asked me: “What is that we do?” After staring blankly at her, I launched into my spiel and quickly realized she wasn’t listening. She stopped me and said: “Why should I care?”

As you can imagine, this was a very dark moment for me, but also a very illuminating one.

A client of mine, whose organization was in a similar situation, once said to me: “We are not who we are.” This struck me because if you do not know who you are, then no one else knows who you are. Your organization lives on the edge of relevancy. It does not own a place in the community. It’s peripheral.

Overtime, I have come to learn that answering the question “who are we?” is not solved by just developing a well-worded mission statement. Knowing your purpose is important, but it is only an inward view. Leading healthy and impactful organizations requires both an inward and outward view of your work. Knowing “who are we?” is also about the value you choose to create, and more importantly, who you create this value for. The value you choose to create is ultimately what determines who you are in relationship with and allows you to shine a light on your place in the community.

Please take out a sheet of paper.

1. In the middle of the sheet of paper create a box large enough to write inside of it. Like this.

2. Now, in the middle of the box, write down the specific meaningful value your organization creates and delivers to the communities you serve. This is different than your mission. This is actually what gets delivered—as tangible as food for the hungry or intangible as food for the soul. Be specific as possible.

3. Now, at the top of the box describe the people who directly receive the value you have created and delivered. These are your participants or clients or audiences.

4. Identify the people who are investing in the value you create, again be as specific as possible. These could be foundations, individual donors, and government agencies.

5. The next step is a little more difficult. Identify the people who benefit from the value you create but not directly. This could be a neighbor living on a street where gang violence has declined due to your youth program.

6. Now, identify the people who create this value. This is you, your board and staff, and volunteers as well as partners you work with.

7. Finally, look at your work and answer the following questions:

    How relevant is the value you create to the people around the box?

    If you change the value you create, how would the people around this box change? Who would join and who would go away?

    Is there audience or constituency you always wanted a relationship with, what kind of change in value would you need to make in order to be relevant enough to attract them?

    How can we accelerate pursuit of our mission by creating value that brings the people we need to succeed together?

Keeping an eye on the value you create, needs to be a strategic governance and operational priority. Not only to sustain your organizations, but to also take your work to new heights. This is not something you check in on every three years, it’s something you do in real time. You also must do it in ways that reaches out beyond your own notions and embraces multiple points of view.

Turkish author, Elif Shafak summed this up nicely in a TED Talk that she did a few years ago, she said: “We all live in a social and cultural circle… If we have no connection what so ever with the world’s beyond the ones we take for granted then we run the risk of drying up inside. Our imagination might shrink, our hearts may dwindle, and our humanness might wither if we stay for too long in our cultural cocoons.”

Inherent to the value we create for the communities we serve is keeping the impulse and inspiration to create alive. We do this by reaching both into and beyond the world “we take for granted” and engaging communities in a creative process.

This is how we saved the Playwrights’ Center from extinction. It didn’t happen overnight, it actually became an ongoing process, one that started with lots of listening that led to many ideas, that led to defining a strategy, that led to taking action, that led to a change in the value we created. In fact, over a six year period, we moved from being a “club house for playwrights” that was no longer relevant into a conduit for playwrights and other artists, playwrights and audiences, playwrights and theatres, playwrights and businesses, etc. to forge deep connections.

Through this rich collaboration with artists, funders, businesses, educators, neighborhood residents, etc.—we came alive. They helped us rediscover the meaning in our work and find our place in the community. And as soon as we did, we started again.

Here are a few principles I would like you to take a way from this talk:

1. Know the value you create. Work with board and staff members to define it.

2. Create an open invitation to explore. Reach beyond your inner circles and welcome others into the process.

3. Instigate and lead the inquiry. We are experts and we should take on the responsibility to ignite these conversations out in the communities we serve.

4. Be passionate not opinionated. Do not create a competition among ideas, welcome differing point of views as well as not lose sight in what you believe.

5. Own the Direction. Once you choose a course of action, take ownership of it and nurture it.

That board member who I had lunch with, got caught up in this rich creative collaboration we forged. She ended up leading our capital campaign to build a place where we could deliver all this value. She raised a lot of money for a cause that she truly believe in.

Nonprofit Participation-Building Strategy: todaysdeeds.org

Recently, Catholic Charities of the Diocese of Saint Cloud launched todaysdeeds.org. This website encourages people to share stories about the good deeds they have witnessed in their community. These stories are then emailed out to friends and family who in turn are encouraged to participate. Creation In Common developed this strategy as part of a comprehensive branding effort for the organization. Please take a visit, share a story, and pass it on to your friends. www.todaysdeeds.org

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Three Strategies to Engage Your Board in Fundraising

[This posting appeared as an article in the Fall 2009 edition of Guild Notes, the quarterly newsletter published by The National Guild of Community Schools of the Arts]

“We’re not a fundraising board.” If I had a nickel every time board members have said this to me, I would be able to fund their organizations.

The perceived difference between an Opera Board of well-heeled community leaders and a Community Arts Board made up of the rest of the unwashed masses has driven the myth behind what effective fundraising looks like within an arts institution. This frame of thinking drives the notion that the Opera Board has the money, clout, and know-how to fundraise whereas the Community Arts Board is not wealthy, does not know anyone who is, and feels it lacks the basic skills to make an ask. In reality, the pedigree of your board member has less to do with your fundraising effectiveness than the intrinsic way they are motivated and the systems and process that are used to harness their passion for the cause. I have observed in organizations big and small that it is rare to find the board member who is automatically ready to fundraise which makes it leadership’s job (i.e. the board president, development committee, executive director, etc.) to cultivate board members’ engagement in the fundraising effort.

Here are three strategies to do this:

I. Help Board Members Understand What Connects Them to the Cause
In order to broaden your donor base, you must first deepen your relationship with each board member. It is important to think of the board member as your most important major donor, no matter how much money he or she gives. If your board member is not ready to share his or her time, money, and influence they will not be able to convince others to do the same.

When cultivating a major donor it is important to understand what motivates him or her in relationship to your cause. The same needs to happen with the board member. It is often assumed that when they agree to join the board they are already connected to the cause, but often they are not and most of the time they have very little understanding of the unique value being created by the organization. Hearing stories about the organization’s work and witnessing value being delivered to the community are important ways to help educate board members. It is also important to have conversations with them to learn how they perceive the needs that the organization is meeting, the values that guide the work, and why it is important for the organization to exist. By understanding their point of view on these matters, leadership is able to find the right incentives that will help engage each individual. In addition, it helps the board member and leadership develop a consistent narrative about the organization that can be communicated to potential donors.

II. Help Cast Them in the Right Fundraising Role
When board members talk about fundraising, they often focus on asking for money. In some people this creates an immediate paralysis, yet it is only one part of the process. Through my work with a variety of organization’s boards, my colleagues and I have identified four different roles board members can play in the fundraising process based on their natural strengths and capabilities.

Board members who are Connectors know how to work a room and listen for opportunities. They feel most comfortable being greeters at events, helping to develop a prospect list, or hosting a small gathering in their home. Storytellers love using words to paint pictures for others about the impact of the organization. They excel at standing up and speaking at board meetings and events about the life of the organization or helping write a solicitation letter. The Visionaries are strategic thinkers who know how to position what the organization needs to accomplish with the value it will create. They do well in situations helping the donor understand why their investment is needed and what it will accomplish. Finally, Closers are not deterred from their goal. They are very good at understanding the circumstances of a meeting with a potential donor always looking for the best way to position the ask.

When board members are able to see how their strengths can be engaged in the fundraising effort, they are more willing to engage in the process. It is important to note that it is leadership’s job to identify the variety of roles a board member can play, but the board member must be given the opportunity to choose the role and not be forced into it—here success in a role is critical to ensuring they will continue to be a part of the process.

III. Build a Fundraising System that Helps Them Improve
Finally, it takes a systematic approach to fundraising to help Board members improve. When given opportunities to repeat the same fundraising activity in a consistent way as well as debrief openly with other board members, they are able to go deeper into their role and recognize how what they do contributes to the whole effort. Scatter-shot approaches to fundraising lead to disengaged board members because these kinds of efforts only promote a succeed or fail mentality. Systems help leadership and board members evaluate progress and make adjustments as they come to understand what works well and what needs improvement.

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All board members need help understanding how they connect to the organization’s cause. By showing them how their personal strengths can match up with different roles in the fundraising process, they can improve their efforts by playing their role in a larger donor cultivation system. Now, when a board member says “We’re not a fundraising board,” you know it is time to bust the myth.

Article by: Carlo Cuesta, Creation In Common Managing Partner. www.creationincommon.com

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Board President to Executive Director: “We’re not a fundraising board.” (Part III)

This post is part three of a three-part series on board/staff collaboration. Go here to read part one and here to read part two.

“What we got here is a failure to communicate” said the Board President slightly chuckling at his own joke.

“Actually, what we have is a failure to listen” the Executive Director answered back.

Time for polite conversation was over. The Executive Director believed that the window for proactive solutions was beginning to close and the door to crisis management was about to open. This organization was heading for trouble. For the past half hour their conversation had gone round and round about how best to engage the Board in fundraising, and more specifically helping to cultivate new donors.

The Board President took a deep breath and began again: “We’re not a fundraising board. That’s the reality…”

“Nor is this Board engaged around our cause.”

“Yes,” only slightly agreeing “but most care deeply about the people we serve.”

“Deeply enough to help us avert a crisis?”

“I don’t know. What do you think we should do?”

“I don’t know.”

The conversation came to a halt. They each looked away from one another. Then the Executive Director decide to try a different approach:

“When you look at our organization, what engages you the most?” he asked.

The Board President was not sure. “There are so many different programs and services we offer. They all do good work…”

“But is there an experience that you had over the course of your tenure on the Board, that makes you think ‘ah, yes that’s why I’m doing this!’”

“That happened early on before I was even on the Board” he began. “I was on a tour of one of the centers and I met a young man who told me a little about his life before he came here. He was doing drugs, dropped out of high school, and started hanging out with a gang. It seemed that the whole world gave up on him and he gave up on himself. He somehow found his way to one of our centers, got a job, was encouraged to stay away from the gang, finished high school and went onto college. What struck me the most is that he could of very easily had been a headline in the newspaper, something I would have overlooked. But there he was standing before me—proof that no life should ever be thrown away.”

“‘No life should ever be thrown away’” repeated the executive director. “That’s a great story. That’s why I’m here too.”

Being completely upfront and honest, the Board President said: “My time on the Board hasn’t lived up to that moment; not that I need to have those kinds of experiences everyday but I really hadn’t thought about that encounter in a long time.”

“We need to change that” replied the Executive Director.

And the conversation begins.

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Staff Member: “We’ve already tried that” (Part II)

Please Help by Dave Knapik

Please Help by Dave Knapik

This post is part two of a three-part series on board/staff collaboration. Go here to read part one.

“We’ve already tried that, it didn’t work.”

The board member smiled back at the organization’s marketing director and thought: “you may have tried it, but did you do it right?”

The marketing committee meeting was approaching its conclusion and nothing had been accomplished. The first 10 minutes were spent on waiting for people to arrive and picking through a box lunch, 15 minutes on the marketing director bringing everyone up to speed, and the last 30 minutes spent on people offering up ideas on how to help the organization “build awareness”—none of which was focused and all of which put the marketing director and her half-time assistant on edge, fearful that they were about to have a lot of tasks dumped on them.

The board member glanced at the clock on the wall and thought about the important presentation she needed to prepare back at the office. She was not sure why she agreed to sit on this committee, other than the fact that she has 25-years in brand management and product marketing and thought she could help the organization out. She tried to push the meeting forward: “What are our next steps?”

Recognizing they were out of time the marketing director replied: “We should schedule our next meeting?”

As she was leaving the building, the board member ran into the organization’s new executive director. “How was the marketing committee meeting?” he asked.

“I’m not sure I’m the right person for this job” she replied candidly.

“Did something happen?”

“No, nothing happened.” She paused. “I have so much on my plate right now at work; I am going to be out of the country quite a bit over the next twelve months so it going to be hard for me to be active.”

“We can really use your expertise. You have so much to offer.”

“Really? It didn’t seem that way to me” she thought to herself “and by the way, I want the last hour of my life back.”

She could see the concern and disappointment on his face. She smiled at him and said: “I will help you find a replacement.”

Bookmark Advisor to Superheroes

Board Member: “I don’t understand what we do?” (Part I)

HELP by LiminalMike

HELP by LiminalMike

The following is part one of a three-part series on board/staff collaboration. Identities have been concealed to protect the innocent.

“I don’t understand what we do?”

The question hung in the air. The executive director, just three months on the job, did not know what to do with it. It all seemed quite obvious to him and yet this long-time board member was not getting it even though he had been talking to her for the last hour about the organization they were both supposedly committed to.

“Is she stupid?” he wondered to himself. “Or am I the idiot.”

The organization seemed to have so much more potential when he applied for the job—a positive national reputation, a board full of influential community leaders, and nice size cash reserve. But it was all a house of cards. Within weeks his finance director announced a budget shortfall equal to half of the organization’s operating budget. Goodbye cash reserve. Massive staff lay-offs and program changes that immediately followed put that national reputation in danger. And finally, his influential board did not seem very interested in being an influential board for this organization including the person sitting in front of him at this very moment.

Instead of wondering why he and his wife quit good jobs and moved 1000 miles, he tried to push the conversation forward repeating much of what he had said earlier. Speaking slowly and providing extra emphasis to key words like ‘mission’ and ‘program” just in case his board member’s english was not as good as his.

“Our M-N-R program is really the centerpiece of our work, providing diverse opportunities for our participants to connect with professionals in the field…”

He noticed her eyes beginning to glaze over, and began to imagine that he sounded like one of the adults on a Charlie Brown television special: “wha wa wa wha wa wa wa.” But then she interrupted him and nonchalantly dropped a bomb.

“That’s all well and good, but why should I care?”

He stared back.

“Why the !@#$ are you on the board? Why the !@#$ are you coming to meetings once a month and offering stupid ideas that will never happen? Why the !@#$ do you write measly checks once a year when I know that you can easily write three times as much. I’ve seen your house. Why should you care? Why should I !@#$ing care.”

Before all of this came tumbling out, he took a deep breath and instead replied:

“I don’t know.”

Bookmark Advisor to Superheroes