Nonprofit Radio for March 24, 2017: Fire Up Your Board Fundraising

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Gail Perry: Fire Up Your Board Fundraising

Consultant and author Gail Perry will reveal proven techniques to motivate your board to step-up to their fundraising responsibilities. Her book is “Fired Up Fundraising.” (Originally aired 11/12/10. And board fundraising is still an issue.)

 

 


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Oh, hi there. Hello and welcome to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week, sean congo. He e mailed me. I work in the innovation space and i find your non-profit radio podcast super relevant to what i do loved twenty seventeen legal tips episode thank you twenty seventeen legal tips episode that was aaron bradrick on january sixth. Jean takagi blew it. I invited him, but he couldn’t pull it together, so he had someone from his office do it. I’m not sure if it’s drugs or alcohol, it might be i don’t know. Maybe it is you tell me it might be drugs or alcohol. I just don’t know. Sean continues, i just put an awesome review and rating on itunes and just wanted to pass on the love, keep doing your thing and inspiring us to crush it. Well, it’s actually be great is what i encourage at the end of encourage it’s more than just an encouragement and explicit demand. Be great. So it’s not quite crush it. But it’s it’s i think crushing it is. Ah, is lesser than be great any case, shawn still grateful whether it’s crushing it or be great. Thanks for loving non-profit radio. Thank you for the itunes raid in review. Um, and you can find us on itunes at non-profit radio dot net. Just saying, i don’t know is that inappropriate self promotion? I don’t know you tell me, he’s shaun congo neo-sage a w n k a n ew ngo and he’s at sean congo dot com sean, thank you so much for the non-profit radio love. Congratulations on being this week’s listener of the week and i’m glad you’re with me. I’d get hit with ridiculous oh, gangly own itis if you got me nervous with the idea that you missed today’s, show, fire up your board fund-raising consultant and author gail perry will reveal proven techniques to motivate your board to step up to their fund-raising responsibilities. Her book is fired-up fund-raising and that originally aired november twelfth, twenty ten this show’s been around a long time, you know, we’re coming up on seventh anniversary in july every every july is another fifty shows, so in november two thousand ten, we were about joy was never remember four months old. Is that right? Yes, four months old. So the quality of my questioning may not be up to what you’re accustomed to in these days, but the information still very relevant board fund-raising still very, very much an issue seven years later, and we didn’t only start talking about it in two thousand ten on tony steak, too. Naps and that’s right naps two weeks in a row are you gonna give me trouble with that? We’re about it off my back with the naps responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling super cool spelling bee fundraisers we b e spelling dot com here is gail perry on firing up your board fund-raising from november two thousand ten, fire up your board fund-raising i’ll be joined by gail perry. Gale is a consultant and the author of fired-up fund-raising turned board passion into action. Her book title pretty much says it all, she’s going to share proven techniques to motivate your board to step up to their fund-raising responsibilities gayle’s book is published by wiley, and it is available on amazon gail’s. With us for the hour i’m joined now by the president of gale perry associates, gail perry is a consultant and author. As i said earlier, her book is fired-up fund-raising turned board passion into action, published by wiley, available on amazon dot com. Gail is an international speaker on this subject, and she leads her own has led her own consulting firm for over fourteen years. I’m very glad that gale’s practice brings her to the show today. She’s joining us from north carolina? Welcome, gail. How you doing? I’m doing well. Welcome. Welcome to the show. Pleasure to have you. Yeah. Why’s fund-raising important for board members. Well, actually, they they actually own for our big fun for it. And many say that they have a very bilich boardmember not agree with gail. I’m gonna interrupt you. I know you’re on your own. A vonage connection, i think. Is that you? Yeah. And it’s breaking up a little bit. Do you have another phone that you can call on and i will do a little a little song and dance while you call him. Okay. Please do this’s. Tony martignetti let me. Okay, i was all set for my song and dance like this, she cuts me off. We’re just having a little technical problem with trying to get a good connection from gail galley there matter-ness it sounds better. One we want to continue with the question why? And you cut me? I didn’t get to do my song and dance. You believe this? Alright, maybe. Maybe later notion. Uh, gail, you still there? There, gail that’s. Beautiful. All right. You know, this is live radio because this wouldn’t happen. Otherwise we have gale back, but we’re going to take this break. I’ll be joined by gail perry after this break. Please stay with me. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy dot com fund-raising fundamentals the better way. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address their card it was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent dahna. I’m joined now by gail perry. Our subject is fired-up you’re bored fund-raising gail, you’re with us, right? Okay, excellent, much, much better and let’s go to that first question. Why is fund-raising important for board members? Gale? Well, boardmember have such a responsibility to make sure the organization is successful, but the problem is that many organs many boardmember zehr not enlisted a recruited on dh, told when they’re recruited that theirjob fund-raising so at the outset, they should be told they should be told, and it doesn’t happen. I think that non-profits or embarrassed to ask him or afraid to bring it up, and i think it backfired terribly because then the staff wants the board to helping fund-raising in the board says what? What do you what do you know? What about yes, you know, the chronicle of philanthropy just yesterday in the online edition had an article about the frustrations among non-profits that board members don’t step up to this important obligation. And on the side bar there were four articles going back to i think nineteen, ninety seven since then, and all of them had the headline’s something like non-profit boardmember sze don’t step up. To their responsibilities, and here was basically that four or five maybe articles since i think nineteen, ninety seven, i know this is an enormous area of frustration for non-profits yeah, it is, but the problem is that i think i think non-profits bear a lot of the blame because i think i think, frankly, i think their expectations are way too high. You can’t expect untrained volunteers to be successful in fund-raising when they’ve never done it before and they may not have the personality for it, frankly, i don’t want on that boardmember soliciting because they wouldn’t be good at it. You probably have to clean up. Okay, we’re gonna talk about that later on. But what other roles there are around fund-raising besides soliciting, but so you think you think the responsibility lies with the non-profit wants a little more about that? Yeah, there’s a there’s, a sinus flandez says, we all get the boards we deserve on that means that the more time and energy you spend on your board them or you get out of him, and i think that non-profit leaders need to take take a leadership role with their board and give them training and talkto them about expectations and talk to them about what it is that the job of the board members is to do because somebody boardmember don’t know, and i’m frankly, a frankly, i think a lot of people who serve on board are very well meaning people, and they want to do a good job, but you got to tell him what you need. Yeah, that’s always that’s always the case, they’re passionate about the mission, and i know part of your messages toe unleash that passion, we’ll get to that they’re always passionate about, otherwise they would have turned you down, you know, they care, but you gotta figure out a way to make it easy for him and make it fundez form and what are some of the challenges that that are either organizational or personal to board members? Well, you know, the one thing they don’t know anything about fund-raising they be racking, i think it’s unreasonable to assume that somebody can do a great job when they when they’re totally untrue ride and i’m a battle that weary, hardened veteran of twenty five years and fund-raising and i’m very comfortable with that i got his sessions, like write articles in conferences understand the techniques in the technology, so one of the rules is they don’t understand it at all. I think four members think that fund-raising is all about asking for money, and we all know that that’s not particularly good fund-raising because good fund-raising is much more of a cultivation process in the relationship driven process, but if boardmember think it’s all about asking and it’s all about money, then they freeze, you know, from from my perspective, i think fund-raising is about changing the world and helping children and helping the environment and all the things that you’re raising money for, and the board members get stuck in this mythology of what they think fund-raising years, and they make it into this horrible yucky, embarrassing, um, tacky, poor manners, you know, that they made it back-up also its myths about it, but when you do it right, it’s, a really joyful experience and your matching donors with causes that mythology often is carried on by the organization. Yeah, you know, i think i think i think fundrasing got a bad rap all around because a lot of people are nervous about it. And they don’t they don’t understand it. They don’t know how to do it well. And and it does take a special skill set really does. What about the the meetings that board members are attending and they’d be used for your left looking she’s laughing at me on my own show? You believe this? I know you. I know you’re laughing, but i’m a delight. Board meetings don’t think that board meetings are boring, and i think the board members would tell you that they’re boring and i would say to you, if you have boring meetings, what kind of a board? And you gonna have a board board? Uh, and if you have a board board, i don’t think they’re going to take action and fundrasing so it’s very important that we make boardmember into a cheerleading session and a and a exciting motivational experience now, that’s interesting. Sometimes, you know, something called a cheerleading session is used pejoratively, but obviously you don’t mean that. How would you turn boardmember into a cheerleading session? Well, you know, i think it’s gotta have some excitement in passion to it. I think the leadership has got to be passionate and excited? I think you’ve got to talk about important issues. You’ve got a door way. Shit boardmember time with crap. Excuse me. You know, um thank you. You bring in testimonials from people who who, uh, who are being helped by your organization. I mean, just last night i was doing aboard retreat with our local women’s center, and i asked the director to tell us a story of something that had touched her heart recently. And she said she told the story of this woman who had two children, preschool children, small ones. Her husband lost his job and he abandoned the family. And she was that her last resort. She didn’t know what to do. She was going to get evicted from her apartment. She has no money. She had nothing. Two small children had never worked outside the home. And when gene, the director of the women’s center, told her that that the women’s center could help her with her rent for a couple months so she got herself established. The lady burst into tears and gene in telling the story. Last night she cried, had a blower nose and and you know, it was in front. Of all the board members and the board members really got it about how important their work. Wass and it was a very touching and motivational. It was probably the most touching moment i experienced all weekend work. Yeah. That’s. An outstanding story. And in a in a board meeting. And what was the reaction to board members? Could you see any? Oh, yeah. Physical reaction. Thank you, teo. I think they feel that the energy. So i think a lot about energy. I think that energy probably maybe is the basis of all this stuff. Let’s talk a little more about that because you think about it a lot. What do you mean about energy? You know, do you let me give you a little example? Do you have a friend whose energy is like the cold, clammy kitchen sink? You know what has been friday night with them? Right? But do you have a friend whose energies like the warm sunshine and you want to spend time with them? And one of my great fund-raising motta’s is winding down. Throw a party because what if you could make what you’re doing fun? You would trap people, teo and it board meetings air fun. If the board members enjoy getting together, if, um, if they if you could make your boar biddies into a party and let people enjoy themselves, you attract more people to your cause. And if you’re having a fund-raising of yet turned that into a party and you will bring me more money. There’s a whole lot of this attitude about, uh, being gregarious and being i mean, you changed the world by expanding your energy and influencing other people. And if boardmember zehr embarrassed about fund-raising and embarrassed about, quote, hitting up somebody or something, their energy is going to be like the clothes cold, clammy kitchen sink. So i gotta get boardmember away from their myths about fund-raising being yucky and get him pointed toward maybe friendraising so they could be excited about what they’re doing and really inspired about the work. And and there are other activities which we’ll talk about that that are appropriate around fund-raising. It’s interesting that the act of fund-raising can be seen as yucky and clammy and dirty and embarrassing and begging, even which is a very debased form of human action or the same action at same activity fund-raising can be seen is one of the most powerful shining examples of compassion and human. Yes, i’m talking with gail perry she’s, a consultant and author of the president of gale perry associates, and her book is fired-up fund-raising turn board passion into action. Gail, aside from the’s, very poignant testimonials at meetings, how else can can we in live in this thiss passion? Well, i like, i’d like to ask for members by the care. What do you mean? Just go around the table and ask or, you mean, write it out? How? Well, how logistically detail? How would we do that? Development director for hospice tried the question with her group this way, she said to our board members, and they were very stiff bunch of noone who didn’t like they thought their job is to manage money, not to raise it, you know, that kind of people, and she went around the table and she said, tell me what? Legacy you’d like to leave from serving on sport, right? They went around the table. Whoa. And he said you would have thought i’d open the floodgates. She said she had never seen such emotion in such passion in these people and she said she changed way have a meeting she had had with these people in three years in a again a very telling story. Gale, we actually we have a call and i haven’t even said the number. Look at this. If you’d like to talk to gail are calling number is eight. Seven seven for eight xero for one, two zero, eight, seven, seven. Forty xero for one to zero and we have a caller. What is your name, please? Hi. My name is marion marion. Hi. Welcome to the show. Thank you very much. What’s. Your question for gail might. My question is, what are boardmember sze? We’ve made the mistake. Scale is already, uh, discussed in terms of we didn’t pre educate them about the fund-raising aspect. I guess going forward, you know, live and learn. How do we go forward in picking board members? How do we screen them and educate them before we picked them that this is going to be part of their job duty. And also does she have any ideas in terms of resources that we could use to get people over this hump of feeling like fund-raising is yucky because i agree with friendraising legally, maybe the goal is to ask those friends for money, and how do we educate our board members appropriately? Barry and i’m going to ask youto take the answer off off off line on the air because you’re breaking up a little bit, but we have your questions. Thank you very much for calling again the number the number to call is eight seven seven for eight xero for one to xero gale, what about the marin’s? First question on on screening board members? Well, let me give you an example. I’m chair of the board governance committee for statewide boarding here in north carolina, and we were literally a fund-raising board and we have changed our mission to write be much more specific about fund-raising and it’s, my job to be the rude i’m sorry, it’s, my job to be in charge of the boardmember recruitment process, not surprised, and so we’ve had people in action all over the state all year and, you know, feel feeling and potential boardmember and i have gotten off the phone with thes women that we’re enlisting, and i said, listen, i just want to go over with you, the expectations, and i don’t you to be surprised i said the really number one job of boardmember xyz to be leaders in their local fund-raising event in their local towns and do you have any problem with calling people for sponsorships and blah, blah, blah? And they’re very explicit to him, and they usually say, no, i’m happy to do that, and then i say and, you know, i just want to let you know that most of the board members almost all of us are contributing at the thousand dollar level is trailblazers and out of what be surprised about that either? And do you think that’s, something you could consider and the people i talked to said, yeah, i think i can consider that so it’s been it’s been amazing? That has been so easy for me to talk about it because it can be embarrassing, but somehow i’m not the person who enlisted them. I’m sort of like the policeman to screen them before they come on the board because they want to be accepted into this group of very high powered women, and they don’t want any surprises, and so they’re pretty grateful for the for the conversation with me, and they’re really what about putting these expectations in writing nothing that’s very helpful. So after you’ve gotten their verbal but there’s, nothing there a lot of organizations that have lots of written expectations that board members have signed and nothing happened. Yeah, well, ok, of course, that the writings need to be enforced mohr essential than the riding it out. Okay, think about it because you gotta oddball people or get him on the phone and very direct people don’t read stuff anyway, right? Well, but so are you suggesting a conversation and then something in writing? Onda writing, of course, needs to be enforced. People don’t enforce stuff going just although i do know a couple of boards that they give their boardmember xero sort of a report card at there place every board meeting about where they stand on their commitment. Yeah, well, i think we’re going to talk later. That’s wonderful! We’ll talk later and we’ll talk later in the hour about self assessment in just a minute, we have left before a break. Gale, can you share with our caller the sum of the second question cem resource is for making fund-raising more appealing. Yeah, and if i could suggest a my website gai o perry dot com, i have a ton of articles, uninspiring board members and lots of different techniques in conversations to stage with them to help them change their attitude about fund-raising i think you need to have a frank fear of convert xero fund-raising ization, um, and that i think that’s very healthy and what you call it cleansing moment, so let him throw up about it. Uh, and then you’ve gotta have a conversation about abundance versus scarcity and about the importance of optimism and the connection to their passion and then friend making such a big deal because, frankly, i held my speak all over the country on this, and i’ll tell everybody i would rather have a friend to my cause than a donor. Excellent gail, we’re going to take a break. Those resources are available at gail perry dot. Com and you’ll also find a link to those resources, which are which are excellent. I was through them on my block it mpg a dv dot com under the show today’s show post we’re going to take a break after the rake. Of course, gail parry stays with us and hope you do too more with gail perry is coming up first. Pursuant, they have the replay of the break through fund-raising webinar it is up and it’s pursuing so you know that it is free if you want to break through two extraordinary fund-raising this is going to help you out, you’ll figure out the invisible obstacles that are holding you back. Affiliates here is another resource you can take advantage of if you couldn’t make the live webinar catch it now sometimes the timing doesn’t work out for our affiliates, but now you get the archive version it’s up it’s at pursuing dot com click resource is than webinars couldn’t be simpler. We’ll be spelling spelling bees for millennial fund-raising how about a game show in a local place as a fundraiser? That’s what these bees are spelling bee concert stand up comedy live music, dancing check out their video it’s that we b e spelling dot com very cool events now time for tony’s take two. I love naps and get off my back about it. Yes, it’s two weeks in a row, back off, it’s my show i’ll do whatever the hell i want and i’m a fan of napping you only need research says about twenty minutes toe work more efficiently for the rest of your workday so give in to that post lunch slump. Naps are encouraged all over the world and my video has links to research the twenty minute research. And i’ve got a link to worldwide nap culture and also a link to a video that i did on minute sweets when i was at the d f w airport, where i wake up from an in sweet nap and i review that service minute sweets at airports, they’re they’re cool. I got a link to that also, the video is at tony martignetti dot com all about naps gotta love him. That is tony steak too live listen, love goes out were pre recorded but the love goes out on the day that the show is live then not. Now i have love, but it’s got going out now it goes out. Then this day, today in the future, the live love, everybody who’s throughout the world. We know they’re in asia. We know we got asia. Ah, we know we got california. We know you got new york, new york, they’ve been. You’ve been very consistent. New york, new york, new bern, north carolina consistent so the love goes out to the live listeners and quick on the heels of the podcast pleasantries to the over twelve thousand listening in the time shift very, very glad that you are with us. That’s the vast majority of our listening audience pleasantries to the podcast listeners and the affiliate affections got to do him am fm affiliate stations throughout the country later station know that will be be glad i get occasional feedback, but not too much from our am and fm stations. Let them know you’re listening. Please do a service to them and for non-profit radio our affiliate listeners throughout the country on the am and fm stations, the family of the family of stations non-profit radio i’m glad you’re with us affiliate listeners here’s the rest of gale perry on firing up your board fund-raising my guest is gail perry, the author of fired-up fund-raising turned board passion into action that is published by wiley and available at amazon. Gail, you left with a very interesting ah sort of ah, phrase, repeat that for us and let’s let’s think about that. Grantmaking i don’t want to see it. I said i would rather have a friend to my cause than a donor rather have a friend in a donor, and people are shocked when i say that it’s a little more about the reason is that i ask everybody, what will a friend do for you? You know, and friends to your cause will do everything in the world, including give money, and so maybe we do need to change our fund-raising in the friend making, because if you make friends out of your donors and bring them much more deeply into the cause and get them really involved, then they’ll stick with you for the long run, and we have a terrible problem in fund-raising ofwhat we call donorsearch trish in which is, of course, the fact that donors give once and then they slip away. Or give twice and they don’t stick around. I mean, do you know that the donor attrition and i do not know them, but before you, before you cite wth, um, i do know that it’s it costs a lot more time and money to find a new donor than it does to treat well and retain an existing donor. You know, i was reading some statistic. They said it was it cost ten times more to get a new donor or a new customer for business than it does to retain one of those attrition way halling statistic is that across the board, the probability that i will make a second gift, your organization, after i made the first one, is only fifty percent at really that’s the high fifty percent, really some other studies cited even lower than that. And so i would say that non-profits are failing miserably, a customer service and donorsearch so therefore maybe maybe maybe we do need to focus on our current donors and love him a lot and involving more daily rather than going out and beating our heads against the wall in the much harder work bringing and, of course, every organization is going to have their own statistic, which they certainly should be tracking their own their own donor, tricia, while they ought to be, i think, tracking their own donor attrition on dh if they find that number to be hi, that percentage to be hi. What? What can they be doing, teo? To reduce that to reduce the attrition? Got lots of things they could do you that wee hollow. How old movement in fund-raising called donor-centric fund-raising and that there was just a twitter chat on that topic that i was following a little while ago. Donor-centric fund-raising means that you are thinking about your donor rather than yourself all the time. And you communicate with your donor frequently with cheerful news about the results that you’ve achieved in the world with their gift. And you do everything you can to make the donor feel passionate and connected. You invite, um, two special things you send him special mailings. You you do not, uh, meaningful information about what you’re doing does not include a boring newsletter because studies show that most donors fund that non-profit newsletters are boring and they don’t read. Um and you know, somewhere some organizations have what they call a donor appreciation of the end if something signs boring that sign sporting, i’d rather go to a barbecue. Some eyes have to settle, celebrate the donors, but not to a donor appreciation of. So i think non-profits need to think a lot more entrepreneurially about what donorsearch customer service really looks like and be creative with whatever the organization does in terms of programming to bring violent, bring donors in so programming communications. Well, thankyou statistics show that the phone call thank you probably is the most powerful to keep a donor giving and connected, and i think one of the best ways well, i don’t know. Ah, great way for donors for board members to be involved. Eyes making those thank you calls. Absolutely. I have some clients who do that, others don’t but just a simple just called to say thank you not to ask for anything more, not even to invite you, but just to say thank you, right? And i’ll be. Burke is the great canadian researcher has done a study after study on the statistical results of what happens when boardmember say thank you and interfere, make a phone call to say thank you and hurt her very first study that she’s repeated over and over with many different sides organizations. Here’s the first study is amazing, she’s working with the canadian paraplegic association and they were doing a phone mail campaign all across canada, and the average gift of this campaign was twenty six dollars. And she did a test and had the board members make a thankyou phone call within twenty four hours after the gift was received to one out of every ten donors on that big campaign. So they they made their phone calls. The boardmember had a great time. They enjoyed it. It was theory well orchestrated. Five months later, they re solicited both group, the group that hadn’t gotten a phone call and the groups that had gotten a phone call. And so guess how much muchmore money? The people who were phone called game i don’t know, did a double thirty nine percent there, nine percent more from the ten percent so here’s proof that boardmember can directly impact the bottom line and fund-raising without having to ask for money, right? And that’s what we alluded to earlier it’s, not it’s. Not all about asking. Oh, and so that’s that’s what all of my message is all about? And i think border treats around the country, and i’m very popular with boards because i give them easy ways to make a difference and fund-raising that don’t involve asking, so they like me and also try to turn the retreat into a party and they like that. Yes, well, you’re very popular with tony martignetti non-profit radio, but we got to call you before i had announced the phone number to call. Well, i’ve been a little tweet out a minute ago, you know, thereby calling like that she’s tweeting while she’s talking to me on the phone. Now, what about that previous guest? I had alice march, the attention factor and that’s that’s not good practice norvig i’m sure you did it on a break. Did it break? But the number to call if you do want to talk to my guest. Gail perry is eight seven seven for eight xero for one, two zero, eight, seven, seven for eight xero for one to zero and gail is the author of fired-up fund-raising turned board passion into action. What else? Gail? Besides the simple and the thing that something that everybody would love to do besides those simple and pleasant, thank you phone calls, how else can we engage board members? That is not a direct solicitation. Well, one of the when i was writing my book, i interviewed a lot of the bank of directors, and one one person just said something so tellingly, she said, if i could just get my board members open doors, that that would make my make my life so much easier, but they are embarrassed about opening doors, and they think it’s all about money, and they won’t do it. And so let’s, let’s give some thought about how boardmember can open doors in a way that is easy for them and playful and fun and is like throwing all their friends onto the bandwagon rather than being stiff and awkward cause you know, i like i like the metaphor of a bandwagon latto boardmember that everybody they know, especially their family and close friends, needs to know that they are very excited about thiscause, and they spend a lot of time on this call, and i’ll tell, i’ll tell boardmember that, um, you know you’re familiar with the concept, of course, of barrel marketing and the notion that ideas are viruses and they spread and hotel boardmember they need to be sneakers everywhere they go, they need to be sneezing on everybody, you know, to spread a cunt contagious epidemic of happy news about the work that they’re organizations doing to make the world a different place, a better place. So that’s just asking them remember, laugh then light back-up thinking they understand the concept of sneezing on everybody, they know if they can do that, so we have to we have to in order to help them sneeze properly. The have found out that board members don’t know what to say. If you really think about the good book, they don’t know what to say and that even boardmember have come to me and they say for when i have a chance to talk to somebody what i talk about, wait before we talk about what it is you want them to say, who is that they should be talking to, well, sneezing on who they need every boardmember even if they say they don’t know any quote, wealthy people unquote, every boardmember has relationship that can help forward their organization, it might be with a church group or a club or a foundation or corporation or maybe they’re wealthy. And what about their co workers? Well, their coworkers too, although sometimes co workers, um, is your employee anyway, sometimes that can be a little touchy. However many businesses adopt causes for their employees to get involved in. Okay, that is part of a team building so it’s, very broad, mostly personal relationships, personal networks, and this is this is a country back-up all the social networks that any one person has. I mean, i’ve got my hairdresser, i’ve got my dry cleaner, you know, i’ve got my extended family, which is very large professional friends, social friends, you know, most of these people know that i’m wildly passionate about a couple of causes and that they’re always invited right now, your advice is your advice, gail is gail don’t matter that’s why they went down to a party it’s a matter of getting boardmember into a different spirit about their call, okay, but what should they be? What should they specific? Find a spirit of inviting people on a spirit of sneezing everywhere, talking about it and not being afraid or embarrassed about talking. And what should they be saying? Gale? What specifically? Well, you know, like the women’s center last night we talked about wait, we did a little bit of messaging, we did it, we did a mingle exercise, and i asked everybody in the room to get up out of his chair and find another boardmember and just tell him why they care so on, and we did that three different times, they find three different boardmember zor four different board members and just shared a conversation that while they cared, and so i think, what a boardmember should talk about it. Why think here about the organization? Because that is an impact statement it’s not specific, it usually doesn’t have programs and services and data, and it has an emotional story that comes from the heart. Give us an example of a statement like that. Well, i believe in the women’s center because alright, i’m involved this organization on the passion about, i think politics for hobby and it’s a pack and, you know, i’m a active democrat and also it’s all fundraisers to be active in. Any politically and either side, because it’s good it’s good, it helps your fund-raising at multiple levels, i’m passionate about the democratic collison selecting women office, and i just believe that when mohr women are in the general assembly of north carolina, we have better laws for children, for victims, for the environment, and women deserve the voice and they need the voice. And so that’s my personal opinion about why i think my organisation is important, okay? And so the women, they’re people, they could say, you know, i’m just so worried because these these homeless women and children are the most fragile people in our society, and they’re right in our backyard, and it breaks my heart to see him, and we really need help and it’s an ideal way of opening a conversation about the organization that you’re so passionate about and bringing more friends to it that’s the whole objective and you know it say, boardmember don’t have to have a big each prepared right. They can just talk about their own personal opinion about what’s important, and they could do that because they’re not going to forget that they might forget the mission statement in the three million marketing messages, but they’ll remember why they care, you know, what’s another way, way, actually, before we move on to the other additional ways, i do wantto put a disclaimer in that gale’s evidence of me. I mean, advice of sneezing is contrary to the centers for disease control recommendations that your sneeze into your elbow that is not. She does not want to seize a terrible shoretz you sneeze openly broadly, and the b aerosol ing your good message throughout the subways and your community do not sneeze into your elbow. Gail, how else again? Thiss to me, i think, is the crux of our whole conversation. Ways specific ways that board members can be engaged. That is not a solicitation. How else? Alright, now two of my favorite ways our host tours and host small social um, i think it’s just thinking your temple non-profit if every single boardmember hosted on event in their home just to introduce their friends to the cause no soliciting, just introduce. Um, just think what networks your organization would open forth for the future. Boardmember, for example, we had a new director of the carolina ballet here in north carolina and almost like a ballet boardmember and i had a porch party to invite introduce people to the new artistic director and it was way had about twenty people who came and forty people invited. And you have a very big porch. Yeah, well, having a big old southern front porch. I have a lot of parties here in new york city. We have a balcony. Party would be a boardmember in the executive director squeezed onto a balcony. It’s about fourteen inches wide deep. But that’s that’s only applies here. Wait. We have a national audience listening, right? Not your we certainly do. In fact, that i have a porch party really goes over well in texas and some of other places i worked. But from that porch party, the ballet got eventually a wonderful new boardmember and a major donor. And it was the first time these people had been introduced to the ballet and i the boardmember didn’t have to do anything. All i had to do was have a little party and tell everybody that needed to meet this hot new gun town. So it was very easy. And it was i wasn’t very one. Self conscious are anything. See, the problem is that boardmember think it’s all about money, they’re not going to do it because they’re energy’s gonna clam up, and they’re going to feel self conscious and awkward, and they’re going to back away it’s, not about money, it’s, about introductions, right? What about making friends? Because even if people can’t give, they may have other relationships they can offer that can open doors. And if you think about the vast possible network that your organization could make use of, its better it’s, good to think in a very broad picture. Yeah, we have to take a break. My guest is gail perry, the author of fired-up fund-raising turned board passion into action. Take this break, please stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s, aria finger do something that orc. And naomi levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. Lively conversation, top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige nani, author off the non-profit fund-raising solution. Gale, let’s, let’s. Spend our remaining minutes talking about let’s. Get at least just one more idea how boardmember is khun do something fund-raising related. That’s not a direct solicitation. Yeah, something else that i find very helpful. I call it the v i p prospect game. Always like to make everything into a game for boardmember because it’s sounds a little bit more interesting and fun. And you’re gonna explain what the viper prospect game is, right? Okay, no dark in jail today and here’s the but the issue i’m tackling is that board staff always asked the board over and over for names of people and everybody boardmember every boardmember starts to give ten names san and boardmember won’t do it because they don’t know what’s gonna happen to these people after they name has turned our turned him. So what i do as i tell everybody to take out a sheet of paper that they do not have to turn in and just think for a minute, see if they could make a list of up to ten people who could catapult your organization to a whole new level catapults. And i’m not talking about messing around. And on and then i’m quite i give about five minutes and our mind and that these three people could be representative corporations. They could be a state attorneys, they could be government agencies are elected officials, they could be individuals, corporations, foundations, united club social club um, and i try to broaden the basis for the board members to consider all the possibilities of relationships they have, they could catapult their organization, and so i give them practice, right, creating a prospect list and thinking about this without being self conscious, that they have to turn in the name, and then that step one step two is that i asked them to turn to the person next to them and just discuss one of the names on one of their lives. So what i’m doing that there is giving them practice losing from prospect identification to actually considering strategy and it’s, a low key, low pressure exercise that help support members, get them warmed up to the whole idea of thinking big, talking about specific individuals and then moving to strategy of how we can open the door and cultivate a deeper relationship with this entity or this person. And what i do after the exercises that i’ve tried to create a viper task force committee and of the board members to need after the retreat because we used to do this in a retreat for man meet after the retreat and come up with the prospect lift and the staff is going yes, thank you, thank you, thank you, because the staff has been trying to get the board members to do this forever, but the way they were being approached made the board members feel uncomfortable and the board members would back away. So again, you know, master, a playful, lighthearted approach to a topic that can be very scary for people has been helpful. Yeah, we just have about two minutes left. What about board members that aren’t going to jump on board with this? They’re they’re just so let’s call them just difficult board members, they’re not coming on board with these with these ideas. How do we manage those? Well, you know, i started managing my expectations. Um, i think it any board, you’re gonna have a handful of people who are dead weight and if you beat yourself up about trying to get these people at you’ll kill yourself. I just been tryingto tryto keep him quiet on and hope they don’t cause any disruption. And then i’ll pull out my term limits to make sure that we can rotate them off the board. Yes, written term limits, which also need to be enforced. Absolutely latto don’t. Okay, what if eso you you’re really so your advice is just bide your time until the term limit ends, and it could be in the beginning of their term? Well, you know, i think i have a friend who was is in the second director he when he had boardmember you weren’t showing up doing what they needed to do, he would go meet with him and he would say, you know, is there another way you would like to be involved with our organization or serve our cause? Because since you can’t quite do the boardmember job well and i say that, and he said they were relieved because they were feeling guilty. Yes, they felt guilty and didn’t want to let the organization down, and i thought that peer pressure is a huge motivational factor because nobody wants to look embarrassed in front. Of their peers. Everybody wants to do come to that board meeting prepared and having done their list that they said they would do so i find pierre pressure very, very helpful. And so you have to board meetings, have to praise the people who are performing, and you have to honor and recognize them. And i think i think it’s all about motivation and team building. Yeah, we have to leave it there. I’m sorry. Our time is up. My guest has been gail perry, consultant as president of gale perry associates and author of fired-up fund-raising published by widely available on amazon piela one. Thank you very much for being on the show. Thank you. Yeah. Remind people that my web site is gail perry dot com and their lots of articles on resource is there that you can? All right. Thank you very much. Ok, bye, gail. Next week, who needs campaign counsel? Peter panepento walks us through his report on self-funding campaigns. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled. And by we be spelling supercool spelling bee fundraisers, we be e spelling dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Betty mcardle is our am and fm outreach director. Shows social media is by susan chavez, and this music is by scott stein, here with me next week for non-profit radio, big non-profit ideas for the other ninety five percent go out and be great notice. I didn’t say crushing. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful posts here’s aria finger, ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com.

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