AHP Webinar Wednesday presentation, May 25, 2016 with Scott Fortnum

1. Authentic Leadership
The Key to Successful Hospital Fundraising Programs
Leah Eustace, ACFRE & Scott Fortnum, ACFRE
May 25, 2016| Falls Church, VA

2. The Leadership Crisis
• Competition for donors and
dollars
• Baby boomers reaching
retirement age
• CEOs struggling to unify
boards and staff
• Boards are confused about
what their roles are
• Decreased donor trust
Concord Leadership Group, Nonprofit Sector Leadership Report 2016

3. Concord Leadership Group, Nonprofit
Sector Leadership Report 2016
• 49% of nonprofits are operating without any
knowledge of or access to a strategic plan (and
62% of the ones that do, have plans that don’t
include any mention of fundraising)
• 25% of nonprofits say they don’t have a vision
compelling enough to unify the board, staff and
donors (and 62% of nonprofit leaders don’t even
know how to create a vision)
• 77% of nonprofits report not having a leadership
transition plan or leadership training program
• 42% of nonprofits don’t have any formal
mechanisms in place to measure performance

4. What is leadership?
Leadership is
an influence
relationship
among leaders
and followers who
intend real changes
and outcomes that
reflect their shared
purpose.
Leader
Influence
Intention
Personal
responsibility
and integrity
Change
Shared
purpose
Followers

5. Management vs Leadership
Management:
• Planning and budgeting
• Organizing and staffing
• Creating boundaries
• Acting as a boss
• Emotional distance
• Expert mind
• Insight into
organization
Leadership:
• Creating vision and
strategy
• Creating shared culture
and values
• Reducing boundaries
• Acting as a coach,
facilitator
• Emotional connections
• Open mind
• Insight into self

7. The journey to authentic leadership

8. Who are authentic leaders?
“Authentic leaders have a deep
sense of purpose for their
leadership and are true to their
core values. They are people of
the highest integrity who are
committed to building enduring
organizations. Authentic leaders
see themselves as stewards of
the assets they inherit and
servants of all their
stakeholders. They lead with
their hearts, not just their
heads, yet they have the self
discipline to produce
consistently strong results.”
~ Bill George

10. What’s your purpose?

12. The Living City® Foundation is the fundraising and
charitable arm of Toronto and Region Conservation
(TRCA). The Foundation exists to connect, engage,
and inspire people and organizations to donate to
support TRCA's Living City vision where human
settlement can flourish forever as part of nature's
beauty and diversity.

13. What are your core values?

14. List your four personal core values. In a separate
column, list the four core values of your organization

15. How do your values match up with
those of your organization?
1. Four out of four?
2. Three out of four?
3. Two out of four?
4. One out of four?
5. No match?

16. Act from the heart

21. Build trusting
relationships
Build trusting
relationships

22. • Be accessible
• Share your story
• Don’t use an
info@... email
address
• Build the
relationship

26. What it means
• Self Awareness: To what degree are you aware of
your strengths, limitations, how others see you and
how you impact others?
• Transparency: To what degree do you reinforce a
level of openness with others that provides them with
an opportunity to be forthcoming with their ideas,
challenges and opinions?
• Ethical/Moral: To what degree do you set a high
standard for moral and ethical conduct?
• Balanced Processing: To what degree do you solicit
sufficient opinions and viewpoints prior to making
important decisions in order to be seen as fair and
just?

27. Leading a balanced life

28. The mission-driven organization
Mission-Driven Values-Centred
Organization
Motivated
Employees
Product Innovation
and Superior
Customer Service
Increased
Customer
Satisfaction
Revenue Growth
Increases
Shareholder Value
Increases

29. Tell more stories

30. Culture of philanthropy
“A culture of philanthropy exists when
everyone in the organization - staff, board
members, volunteers -- understands,
believes in, embraces and acts on his or her
roles and responsibilities in philanthropy in
an investor-focused and co-ownership
manner.”
~ Karen Osborne

31. Build a passionate organization
• Let people show their emotions. If you ask your people to
check their emotions at the door, you can’t tap into their
passion.
• Hire passionate people. One way to get passionate people
into your organization is to incentivize current employees to
refer people they want to work with.
• Fan the flames. Find plenty of ways to celebrate joint
accomplishments.
• Don’t stifle your rock stars. Give your people the autonomy
to do the work that interests them most.
• Share context. Connect job functions to the organization’s
broader mission, and remind people why they do what they
do.
Source: Harvard Business Review https://hbr.org/2016/02/how-to-build-a-passionate-company

33. Questions?
Leah Eustace, M.Phil. CFRE, ACFRE
Chief Idea Goddess
Good Works
leah@goodworksco.ca
Scott Fortnum, MA, CFRE, ACFRE
Executive Director
The Living City Foundation
scott@fortnumgroup.com