Preparing Board Members to Play Their Critical Role in Advocacy and Fundraising

Preparing Board Members to Play their Critical Role in Advocacy and Fundraising Michael J. Montgomery Montgomery Consulting, Inc. & Center for Non Profit Management of Lawrence Technological University [email_address] www.montgomeryconsultinginc.com

Objectives for this session ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Recent Freep Commentary "Even as economy improves, nonprofits will feel the pinch," Detroit Free Press , Jan. 4, 2012. https://www.montgomeryconsultinginc.com/Resources.html ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How America funded services for low income populations 1620 - 1933 ,[object Object],[object Object],[object Object],[object Object],[object Object]

New Deal started cultural change in how America funded services for low income ,[object Object],[object Object],[object Object],[object Object]

1960s War on Poverty accelerated change ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

A Tale of Two Boards ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

FQHC 51% Requirement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

3 Incentives for Voluntary Action (Giving)* * Derived from Clark & Wilson, Administrative Science Quarterly (1962). ,[object Object],[object Object],[object Object],[object Object]

The Board ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

1. GIVING ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Participation of Board members (100% only acceptable number) and total Board giving are BOTH critical Below is the lower half of the Kresge Foundation’s long time form asking about the fundraising results and plans of their applicants. Participation Amount

2. ADVOCACY ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

3. ID AND RECRUIT NEW SUPPORTERS ,[object Object],[object Object],[object Object],[object Object]

4. “OPEN DOORS” ,[object Object],[object Object],[object Object]

5. Solicitation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Preparing Board Members to Play Their Critical Role in Advocacy and Fundraising

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Preparing Board Members to Play Their Critical Role in Advocacy and Fundraising