Luncheon – “Three Keys to Improving Your Board’s Fundraising Performance”; Speaker: Jean Haynes, CFRE; sponsored by Bernstein Global Wealth Management

Click here for Jean’s presentation

According to the latest research:

  • 75% of executive directors report that board member participation in fundraising is “insufficient”
  • Board members describe fundraising as the area where they need the greatest improvement
  • 55% of donors say they would give if asked by a leadership volunteer or someone they know

Board members can be powerful champions for your organization who effectively connect with donors to build philanthropic support. But many boards do not fully understand the fundraising process, what their role should be, and how they can be proactive members of your fundraising team.

Development professionals, executive directors, and board members are invited to join in this discussion of the fundraising process and how to overcome fundraising fears so you can raise more money.

Learning goals for this session include how to:

  • Clarify fundraising roles and responsibilities
  • Provide fundraising education that works
  • Create a culture of fundraising

About Our Speaker

Jean Haynes, CFRE

and BoardSource Certified Governance Trainer

Jean Haynes is a nonprofit consultant who brings over 20 years of professional experience. She provides strategies to nonprofit leaders in fund develop-ment, governance, planning, and communica-tions. Jean is a CFRE and a Certified Governance Trainer (CGT) qualified to deliver BoardSource signature programs on: board’s role in fundraising, roles and responsibilities of nonprofit boards, board-staff partnership, board structure, the board-building cycle, and board performance assessment.

Jean began her career in advertising where she acquired a fascination with what motivates people, how they make decisions, and figuring out how products and services can better meet their needs. She subsequently worked in corporate marketing and business development roles before leveraging her business skills in the nonprofit arena.

Prior to starting her own firm, Jean served as a Senior Consultant at Graham-Pelton Consulting, Inc. She has also held fundraising positions at Fairfield University, St. Luke’s School, and Whitby School.

Jean holds an MBA in Marketing from Farleigh Dickinson University, and a BA in English from the College of the Holy Cross. She is a member of the Association of Philanthropic Counsel (APC) and a former board member of the Association of Fundraising Professionals (AFP), Fairfield County Chapter.

About Our Sponsor

Bernstein Global Wealth Management

Bernstein Global Wealth Management, a unit of AllianceBernstein, has focused solely on research and investment management for more than 40 years. We offer a full range of investment services in all the world’s major markets, and we centralize portfolio management to ensure that all of our clients benefit from the firm’s best investing ideas. By integrating our investment services with sophisticated planning tools, we help the individuals and families, business owners, family trusts and foundations, and other financial guardians we serve build and preserve wealth across generations. As a financial advisor and discretionary money manager, we are bound by a fiduciary responsibility to our clients. Our mission is to help them limit risk and reach their goals across market cycles.

Joe Pucci, Principal, Financial Advisor, Office: (212) 756-4104, ;