As the CEO of your organization, you are tasked with many things from operations to quality improvement; fundraising is only one of your concerns. But did you know that everything you do affects fundraising? In fact, the most important factor in fundraising success is not the competence of your fundraiser but your own leadership and that of your Board of Trustees. Join Susan Black, CFRE to learn the six key factors for fundraising success that every nonprofit leader needs to know.

1. Key Leadership Factors for
Fundraising Success
Susan Black, CFRE
November 6, 2013
Twitter Hashtag - #4Glearn
Part
Of:
Sponsored by:

2. INTEGRATED PLANNING
Advising nonprofits in:
• Strategy
• Planning
• Organizational Development
Part
Of:
www.synthesispartnership.com
(617) 969-1881
info@synthesispartnership.com
Sponsored by:

3. Coming Soon
Part
Of:
Sponsored by:

4. Today’s Speaker
Susan Black, CFRE
Principal
Allene Professional Fundraising
Jamie Maloney
Community Developer, 4Good
Part
Of:
Founding Director of Nonprofit Webinars and Host:
Sam Frank, Synthesis Partnership
Sponsored by:

5. Key Leadership
Factors for
Fundraising
Success
Susan Black, CFRE
Allene Professional Fundraising

6. Objectives for Today’s Training
 As a result of this training, participants will :
 Understand the role of the CEO in fundraising.
 Learn best practices for CEO involvement in fundraising.
 Assess the CEO’s current level of involvement in fundraising.
 Use the assessment to encourage improvement in the CEO’s
involvement in fundraising.

7. Question
 How many participants are the CEO of their organization?
 How many participants are fundraising staff?

8. The Key to Successful Fundraising

9. The Six Key Factors
 Board Accountability
 CEO Civic Engagement
 An Organic Strategic Plan
 A comprehensive fundraising plan, reviewed annually
 To be the #1 cheerleader for fundraising to your staff
 To Embrace your role as chief fundraiser

10. Board Accountability

11. Board Accountability
 Board understands and accepts its fiduciary duties.
 Board embraces its fundraising role (doesn’t fight it).
 Board members are ambassadors for the organization in
the community.
 Board members fulfill their fundraising duties.

12. Assess Board Accountability
Factor
The Board understands its fiduciary
duties.
The Board embraces its fundraising role
(doesn’t fight it).
The Board members are ambassadors for
the organization in the community.
The Board members fulfill their
fundraising duties.
3=Yes!; 2=Sort Of; 1=Not so much;
0= Dream on
Your Current Rating

13. CEO Civic Engagement

14. CEO Civic Engagement
 CEO spends 40% of work time in the community
 CEO belongs to civic or fraternal clubs.
 CEO sits on committees relevant to the mission of the
organization.
 CEO is a recognized leader in the community.

15. Assess CEO Civic Engagement
Factor
CEO spends 40% of work time in the
community.
CEO belongs to civic or fraternal clubs.
CEO sits on committees relevant to the
mission of the organization.
CEO is a recognized leader in the
community.
3=Yes!; 2=Sort Of; 1=Not so much;
0= Dream on
Your Current Rating

16. Organic Strategic Plan

17. An Organic Strategic Plan
 Have a strategic plan.
 Make sure it is a “living” document , one that is used
frequently as a tool for decision making.
 Make sure it is updated regularly.
 Make sure it includes measurable action steps.
 Report regularly on the progress of the plan to the board
and staff.

18. Assessing Strategic Plans
Factor
We have a strategic plan.
It is a “living” document , one that is used
frequently as a tool for decision making.
It is updated regularly.
It includes measurable action steps.
The CEO reports regularly on the
progress of the plan to the board and
staff.
Your Current Rating

19. Fundraising Plan

20. Fundraising Plan
 A comprehensive plan.
 Reviewed annually.
 Includes short term (annual) and long-term (3-5 year)
goals.
 CEO works with fundraising staff to create it.
 Regularly review it and alter as necessary.

21. Assess Your Fundraising Plan
Factor
We have a comprehensive plan.
We review it annually.
It includes short and long-term goals.
CEO and staff work together to create it.
CEO and staff regularly review and
update it.
You Current Rating

22. #1 Cheerleader to Staff

23. #1 Cheerleader to Staff
 Champion the cause of your organization to anyone who
will listen, including staff.
 Executive and leadership staff need to feel engaged in the
fundraising process in order to embrace it fully.
 Line staff need to understand how fundraising outcomes
affect them on a daily basis.
 The board will reflect your support for your fundraising
staff.

24. Assess #1 Cheerleader to Staff
Activity
Our CEO champions the cause of our
organization to staff.
Executive and leadership staff feel
engaged in the fundraising process.
Line staff understand how fundraising
outcomes affect them on a daily basis.
The CEO is positive about the fundraising
staff in front of the board.
Current Ranking

25. CEO as Chief Fundraiser

26. CEO as Chief Fundraiser
 You are the face of your nonprofit.
 As the chief spokesperson you must articulate your
organization’s mission to anyone who will listen.
 NEVER apologize for asking for support.
 Stay involved in the fundraising process.
 Learn more about professional fundraising and best
practices.

27. Assess CEO as Chief Fundraiser
Factor
CEO articulates our organization’s
mission to anyone who will listen.
CEO does not apologize for asking for
support.
CEO is involved in the fundraising
process.
CEO learns about professional
fundraising and best practices.
Your Current Rating

28. How did you do?
 How many people got:
 50-63 points
 31-49 points
 21-30 points
 Less than 21 points

29. Coming in January
2014
Susan Black’s new
book from
CharityChannel Press!
Available on Amazon,
Barnes & Noble and
from
CharityChannel.com

30. Questions?
Sblack@allenefundraising.com

31. My Contact Info:
Susan Black, M.A., CFRE
Allene Professional Fundraising
www.allenefundraising.com
sblack@allenefundraising.com
On Twitter @SusanBlackCFRE
On Facebook at Susan Black