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Nonprofit Board Fundraising: The Power of a Give-and-Get Policy

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Why Your Nonprofit Needs a Give-and-Get Policy to Thrive

Running a nonprofit without a give-and-get policy is like hosting a potluck where no one brings a dish. Sure, people show up, but the table looks a little... empty. A thriving nonprofit needs a well-fed table of resources, and your board members are in the best position to bring those “dishes” to the party.

Let’s talk about what a give-and-get policy is, why it’s non-negotiable for nonprofit success, and how you can implement one without alienating your board (spoiler: it’s easier than you think).

What Is a Give-and-Get Policy?

A give-and-get policy is a structured expectation that every board member contributes to the financial health of your organization. It boils down to this:

  1. Give: Board members personally donate to the organization.
  2. Get: Board members secure donations from others, whether through sponsorships, event ticket sales, or plain ol’ fundraising magic.

This policy ensures that every board member has skin in the game, aligning their actions with your mission in a tangible way.

Why Is a Give-and-Get Policy Crucial?

Here’s the hard truth: A board that doesn’t prioritize fundraising is like a car stuck in neutral. It’s working hard but not going anywhere. A give-and-get policy shifts the focus, creating momentum and driving your mission forward.

1. It Sets the Tone for a Culture of Giving.

When board members personally invest in your cause, they send a powerful message: We believe in this mission. This inspires staff, donors, and other stakeholders to do the same.

2. It Levels the Playing Field.

Let’s face it—fundraising can feel intimidating. A give-and-get policy provides clear expectations and practical tools to help everyone contribute in ways that play to their strengths.

3. It Attracts Mission-Aligned Board Members.

When your board has a clear give-and-get policy, you naturally attract members who are ready to roll up their sleeves and make a difference. It’s a self-fulfilling prophecy: motivated people do great things.

How to Implement a Give-and-Get Policy Without Losing Your Board

You might be thinking, Won’t this scare people off? Not if you roll it out the right way. Here’s how:

1. Be Clear About Expectations From Day One.

Discuss the give-and-get policy during the recruitment process. Explain why it’s important and how it helps the organization achieve its mission.

2. Offer Flexibility.

Not every board member has deep pockets, and that’s okay. The “get” part of the policy ensures that everyone can contribute meaningfully, whether by securing sponsorships, organizing fundraisers, or tapping into their networks.

3. Provide Training and Support.

Fundraising is a skill, and not everyone comes to the table with experience. Equip your board with the tools they need to succeed, like templates, scripts, and guidance from your development team.

4. Celebrate Contributions.

Acknowledge and celebrate every effort, big or small. Public recognition and gratitude go a long way in reinforcing a culture of giving.

Real Talk: What Happens Without a Give-and-Get Policy

Without a give-and-get policy, nonprofits risk:

  • Financial Instability: If your board isn’t contributing, who is?
  • Burnout Among Staff: When fundraising falls solely on staff, it leads to exhaustion and high turnover.
  • Lost Opportunities: Without sufficient funds, programs stagnate, and your mission suffers.

Ready to Get Started?

A give-and-get policy isn’t about squeezing money out of your board—it’s about empowering them to be true champions of your mission. It aligns their passion with your purpose and sets your nonprofit up for long-term success. You've got this!

If you’re ready to transform your board into a fundraising dream team and learn even more about Give AND Get Policies, my course, “How to Get Your Nonprofit Board to Fundraise,” has everything you need—practical strategies, time-saving tools, and step-by-step guidance.

The Nonprofit Board Fundraising Nightmare (And How to Wake Up)

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Let's get real for a moment. You know that sinking feeling when your board meeting rolls around? That moment when you realize – once again – that your board members would rather do literally anything else than raise money for the organization they claim to care about?

I've seen it a thousand times. Brilliant, passionate board members who turn into deer in headlights at the mere mention of fundraising. They're suddenly checking their phones, rearranging papers, avoiding eye contact – anything to escape the fundraising conversation.

This isn't just frustrating. This is an organizational death sentence.

The Real Cost of Fundraising Silence

Imagine the potential of your nonprofit, suffocated by board members who refuse to step up. Every networking event they attend, every board meeting they sit through – wasted opportunities. Your staff is working overtime, stretching every dollar, while board members sit comfortably, completely disconnected from the financial realities of your mission.

The pain is real. And it's expensive.

Why Good People Become Fundraising Ghosts

Board members aren't bad people. They're terrified people. Fundraising feels like:

  • Walking into a shark tank
  • Risking personal relationships
  • Performing an impossible task
  • Potentially looking foolish

But here's the thing: Your mission is too important to let fear win.

The Transformation Roadmap

  1. Rewrite the Fundraising Story: Fundraising isn't a scary ask. It's an invitation to create change. Your board members aren't selling – they're connecting passionate people to a mission that matters.
  2. Create a Fundraising Buffet: Not everyone will be a direct-ask champion. Some board members can:
    • Host intimate gatherings
    • Make strategic introductions
    • Share powerful impact stories
    • Write heartfelt thank-you notes
  3. Training That Actually Works: Forget boring presentations. Create experiences that:
    • Build confidence
    • Provide real-world scripts
    • Demystify the fundraising process
  4. Set Expectations with Compassion: Fundraising involvement should be:
    • Clear from day one
    • Supported, not punitive
    • Tailored to individual strengths
  5. Celebrate Every Single Effort: Recognition is your secret weapon. Applaud board members who step outside their comfort zone, no matter the immediate outcome.

The Hard Truth

Your board's fundraising paralysis isn't just inconvenient. It's slowly starving your mission of the resources it needs to create real, lasting change.

But here's the good news: This can change. And I'm going to show you exactly how.

My course, "How to Get Your Nonprofit Board to Fundraise," is your roadmap out of this nightmare. We're not just talking theory – we're delivering practical, actionable strategies that transform reluctant board members into confident fundraising advocates. You can find out more about this course here: https://www.successfornonprofits.com/offers/how-to-get-your-nonprofit-board-to-fundraise

Because your mission deserves more than wishful thinking. It deserves committed, engaged board members who understand that fundraising is the lifeline of nonprofit work.

Are you ready to change everything?

10 Simple Ways Your Nonprofit Board Can Boost Fundraising (Without Asking for a Dime)

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If you’ve ever found yourself frustrated by a board that seems allergic to fundraising, you’re not alone. The most common gripe I hear from nonprofit leaders? “My board just won’t help with fundraising.”

Here’s the thing: most board members don’t dislike fundraising. What they dislike is asking for money. So, let’s reframe the conversation. What if your board could make a massive impact on your fundraising without ever making a direct ask? Sound good? Read on.

Why Fundraising Feels So Hard

When board members balk at fundraising, it’s usually because they think it means begging their friends for money or approaching strangers with hat in hand. Spoiler alert: fundraising isn’t about that. It’s about sharing passion, building relationships, and making connections.

Even if you’ve provided training and tools, not everyone will feel comfortable asking. And that’s okay. There are plenty of ways to engage your board in fundraising that don’t involve “the ask.”

Here are 10 ways to get them involved—and loving it.

1. Say Thank You (A Lot)

Gratitude matters. In fact, it’s critical for donor retention. Your board members can:

  • Make heartfelt thank-you calls.
  • Write personal notes on thank-you letters.
  • Send thank-you emails.
  • Thank donors in person at events or virtual gatherings.

Gratitude is an easy, meaningful way to deepen donor relationships.

2. Share Their Networks

Your board members know people you don’t. They can:

  • Introduce friends, colleagues, and family members to your mission.
  • Invite potential supporters to events.
  • Arrange coffee chats or tours with your Executive Director.

Connections build community and open doors.

3. Add a Personal Touch to Letters

Personal notes go a long way. Whether it’s a thank-you letter, appeal, or newsletter, a quick handwritten message from a board member can make all the difference.

4. Forward Emails to Their Contacts

Encourage your board to forward your emails—whether it’s an appeal, event invitation, or newsletter—to their networks. Messages from someone you know are much more likely to get opened.

5. Bring Guests to Events

Board members should always have a +1 (or more!) for your events. Every new face is a potential supporter. And don’t worry—they don’t have to pay for their guests unless they want to.

6. Give a Tour

Ask your board members to lead tours of your organization. It’s a great way to deepen their connection to your work while sharing it with others. Bonus points if they bring friends along.

7. Host a Friend-Raiser

What’s a friend-raiser? Think casual gathering, not gala. Board members can host informal receptions in their homes to introduce people to your mission. No fundraising ask—just storytelling and connection-building.

8. Share on Social Media

Your board members can amplify your message by sharing your posts, events, and campaigns on their social media. Bonus: it’s free and easy.

9. Help with Grant Writing

Got a board member who’s a wordsmith? They can help research and write grants. Even small contributions to this labor-intensive task can make a big difference.

10. Advocate for Your Organization

Your board members are your biggest champions. They can:

  • Speak at community events.
  • Advocate for your cause with local leaders.
  • Write op-eds or letters to the editor about your work.

Advocacy builds awareness and credibility, setting the stage for future fundraising success.

Pick a Few and Start Small

Don’t overwhelm your board. Share this list and ask each member to choose one or two ways to get involved. By starting small, you’ll build confidence and momentum—and before you know it, you’ll have a board that’s excited about fundraising.

Let’s Take It to the Next Level

If you’re ready to transform your board into a fundraising dream team, my course, How to Get Your Nonprofit Board to Fundraise, has everything you need—practical strategies, time-saving tools, and step-by-step guidance.

Enroll now and start turning ‘I can’t’ into ‘I’ll try’ (and eventually into ‘I did’)!

Setting Fundraising Expectations: How to Build a Culture of Accountability on Your Nonprofit Board

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Let’s be honest: asking your nonprofit board to fundraise can feel like pulling teeth. You’ve got the one board member who’s “not really a fundraiser,” the one who’s “just too busy,” and the one who flat-out avoids the conversation altogether. Sound familiar?

Here’s the truth—and it’s time we all faced it head-on: if your board isn’t involved in fundraising, you’re leaving money on the table. Worse, you’re missing an opportunity to transform your board into the engaged, invested powerhouse it’s meant to be.

So, how do you fix it? By setting clear, realistic fundraising expectations and building a culture of accountability that gets everyone on board (pun intended).

Why Fundraising Is Non-Negotiable for Your Board

Fundraising isn’t just about dollars; it’s about commitment. When your board steps up to fundraise, they’re sending a powerful message: We believe in this mission so much that we’re willing to do the work to make it thrive.

But here’s the kicker: if you don’t set expectations, your board members will assume one of two things:

  1. Fundraising is optional.
  2. Fundraising is someone else’s job.

Neither is true, and both will keep your nonprofit stuck in neutral. Let’s change that.

Step 1: Start With Realistic, Measurable Goals

Before you can hold your board accountable, you need to define what success looks like. This means setting clear, measurable fundraising goals that align with your organization’s needs and your board’s capacity.

Here’s a simple framework to get started:

  • Individual Contributions: Each board member commits to giving a specific amount annually. (This doesn’t have to be the same for everyone—equity matters.)
  • Participation in Fundraising Events: Expect attendance at events, and where appropriate, encourage board members to bring a guest or two.
  • Engagement in Campaigns: Whether it’s making donor thank-you calls, hosting a small gathering, or promoting campaigns on social media, every board member can contribute in ways that suit their strengths.

Pro Tip: Make these expectations part of your board member agreement. If it’s in writing, it’s real.

Step 2: Onboard With Fundraising Front and Center

If you’re not talking about fundraising during your board recruitment and onboarding process, you’re setting yourself up for frustration later.

When you bring on new board members, be crystal clear about the role they’ll play in fundraising. Here are a few tips:

  • Share Success Stories: Show them how past board fundraising efforts have impacted your organization.
  • Provide Training: Not everyone is born knowing how to fundraise. Offer workshops or resources to help your board build confidence.
  • Pair Them With a Mentor: A seasoned board member can guide new recruits and make fundraising feel less intimidating.

Step 3: Create Tools to Track and Celebrate Progress

Accountability doesn’t have to feel punitive. In fact, when done right, it can feel empowering. The key is to provide tools that track progress and celebrate wins.

  • Use a Scorecard: Create a simple, transparent way to track each board member’s contributions—both financial and non-financial.
  • Report Regularly: Share progress updates at every board meeting. Celebrate milestones, like reaching 75% of your annual fundraising goal.
  • Recognize Effort: Publicly thank board members for their fundraising efforts. A little acknowledgment goes a long way.

Step 4: Build a Culture of Accountability (With a Side of Grace)

Accountability isn’t about wagging fingers or shaming anyone. It’s about creating a shared commitment to your mission and holding each other to a standard that makes your nonprofit stronger.

Here’s how to do it:

  • Lead By Example: If you’re expecting your board to fundraise, you need to be in the trenches with them.
  • Encourage Peer Accountability: Pair board members into fundraising teams. It’s a lot harder to dodge your responsibilities when your teammate is counting on you.
  • Offer Grace: Life happens. If a board member can’t meet their fundraising goal this year, work with them to find other ways they can contribute.

The Big Picture: Fundraising as a Team Sport

Fundraising is not a solo act—it’s a team sport. When your board understands their role, feels supported, and is held accountable, they’ll step up in ways that will surprise and delight you.

Setting expectations isn’t about making fundraising a chore. It’s about showing your board the joy and fulfillment that comes from investing in your mission and watching it flourish.

Are you ready to build a culture of accountability and turn your board into fundraising rockstars? Sign up for my course, How To Get Your Nonprofit Board To Fundraise, and learn how to empower your board to embrace fundraising with confidence.

Do Nonprofit Board Members Get Paid?

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Here’s a question that can spark some serious debate: should nonprofit board members get paid a salary? At first glance, it seems like the answer should be simple—nonprofit boards are volunteer-based, right? But hold on. The nonprofit world isn’t always black and white, and this is one of those gray areas where you’ve got to ask yourself: what’s really best for the organization? Before you jump to conclusions, let’s dig a little deeper into the pros, cons, and what it all really means for your nonprofit.

The Traditional View: No Pay, All Heart

Traditionally, nonprofit boards consist of volunteer board members who serve without compensation. And that’s for good reason. Serving on a board is supposed to be a labor of love, a way to give back to a cause you’re passionate about. It’s a role of stewardship, not a gig to make a quick buck or earn a board member salary.

Here’s the deal: the nonprofit sector thrives on people who are willing to give their time, talents, and yes, even treasure (we’re looking at you, fundraising duty). Paying board members could shift that dynamic. If you start cutting checks, does the motivation change? Are people still serving because they care, or because they’re looking for some extra income? These are real questions nonprofits wrestle with when considering whether to pay their boards.

The Case For Paying Board Members: Time Is Money

Now, let’s flip the script for a second. Nonprofit board members put in serious work—strategic planning, financial oversight, fundraising, hiring executive leadership. Sometimes, it feels like a part-time job. So why shouldn’t they get compensated with a board member salary for their time and effort?

Paying board members could attract highly qualified individuals who might otherwise pass on the opportunity because they simply can’t afford to be volunteer board members. In fact, some larger nonprofits with complex financial structures or significant fundraising goals do pay their board members. These organizations argue that it helps them recruit top-tier talent and keeps their boards engaged and accountable.

But here’s the kicker—if you pay board members, you’ve got to be really clear about what that means. Are you paying for their expertise? Their time? Their leadership? If you’re going to write a check, you’d better have crystal-clear expectations in place for the board member salary.

The IRS, State Laws, and All That Fun Legal Stuff

Of course, it wouldn’t be a nonprofit topic if we didn’t talk about regulations, right? Whether or not board members can receive a salary—and how much—varies depending on state laws and IRS regulations. The IRS doesn’t flat-out forbid nonprofits from paying board members, but it has some pretty strict rules about what’s considered “reasonable compensation.”

In plain English? If you’re paying board members, the amount has to be justifiable and not excessive. The IRS frowns upon paying nonprofit boards too much because, let’s face it, that’s money that could be going toward the mission. Plus, there’s always the risk of damaging the public’s trust. People want to know that their donations are going toward making a difference, not lining the pockets of board members with hefty salaries.

The Cons: Losing Sight of the Mission

Here’s a big concern that gets tossed around when you talk about paying nonprofit board members: mission drift. Will paying your board shift the focus from the cause to compensation? Nonprofits run on heart. They’re fueled by passion, dedication, and a deep commitment to solving real-world problems. There’s a worry that once you introduce financial compensation, you start running the risk of attracting folks who are in it for the wrong reasons rather than dedicated volunteer board members.

And then there’s the budget. Every dollar spent on board member salaries is a dollar not spent on programs, services, or staff. Can your nonprofit afford to pay board members, or is that money better used elsewhere? It’s a tough call, and one that has to be weighed carefully.

What’s Right For Your Nonprofit?

At the end of the day, there’s no one-size-fits-all answer to whether or not nonprofit board members should get paid. For some organizations, especially small grassroots groups, it would feel downright strange to offer board compensation. For larger organizations with complex structures and big budgets, paying board members might make sense.

The key is transparency. Whatever decision you make, it has to be above-board (pun intended). You’ve got to be clear about why you’re doing it, how much you’re paying, and what you expect in return. And, of course, you need to stay compliant with state laws and IRS guidelines regarding board member salaries.

My Two Cents

If you ask me, nonprofit board members should serve out of passion for the mission, often as volunteer board members. But I also get that sometimes, a nonprofit needs to compensate board members to attract the talent and expertise it needs to thrive. If you go the route of paying your board, make sure it’s done thoughtfully, legally, and with the nonprofit’s best interest at heart. After all, the mission is what matters most.

So, should nonprofit board members get paid? It depends. What works for one organization might not work for another. Just make sure that whatever you decide about board member salaries, it helps your nonprofit stay mission-driven, financially sound, and focused on doing good in the world. Because that’s why we’re all here, right?

Nonprofit Board of Directors Fiduciary Responsibilities

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So, you’re on a nonprofit board. That’s wonderful. It means you care about a cause enough to step up, roll up your sleeves, and serve. But it’s more than passion. It’s about responsibility. And not just any responsibility—fiduciary responsibility. It’s a big deal, and it’s one of the most important nonprofit duties that every board member must take seriously. Think of it like this: you’re the guardian of the nonprofit’s mission, its finances, and its reputation. Let’s unpack what that means in the real world.

1. Duty of Care: You’re Not Just a Placeholder

When you say yes to joining a board, you’re saying yes to being informed, attentive, and ready to act. This isn’t a “show up and smile” kind of deal. The duty of care means that you need to be involved in the nonprofit’s decision-making with your head and your heart. It’s about being proactive, asking tough questions, and making decisions with the nonprofit’s best interest in mind.

Example: A nonprofit’s executive director suddenly fell ill and couldn’t return to work. Here’s where the duty of care shines. Fortunately, the board had been prepared. They didn’t panic or scramble. Why? Because they had planned ahead. They had a well-thought-out contingency plan, with an interim director ready to step in and a list of potential candidates to fill the position permanently. That’s the kind of forward-thinking that makes a board indispensable.

Takeaway: Be prepared, stay informed, understand your board member responsibilities, and always have a plan. Care isn’t passive—it’s active. It means looking ahead and asking yourself, “What’s next?” before a crisis hits.

2. Duty of Loyalty: It’s Not About You

This one’s simple, but it’s crucial. Your job is to put the nonprofit first—always. That means your decisions have to be in the best interest of the organization, not you, your business, or your connections. Conflicts of interest? Address them, disclose them, and step away when necessary.

Example: When the board was set to renew the director’s and officer’s insurance policy, one board member quietly stepped back from the discussion and abstained from voting. Why? Because they worked for the insurance company that offered the policy. By removing themselves from the vote, they honored their duty of loyalty. No hidden agendas here—just doing what’s right for the organization.

Takeaway: If there’s even a hint of conflict, disclose it. It’s better to be overly transparent than to risk undermining the board’s integrity.

3. Duty of Obedience: Stick to the Mission

The nonprofit duty of obedience isn’t about blind allegiance—it’s about ensuring that every action, every decision, keeps the nonprofit on track with its mission. You’re responsible for making sure that the nonprofit plays by the rules—both legally and ethically. And here’s the thing: not every flashy opportunity is the right one.

Example: A donor came forward with a large contribution. Sounds great, right? Except, there was a catch. They wanted the nonprofit to use the funds for a purpose that had nothing to do with the organization’s mission. It would’ve required the nonprofit to go completely off course. The board voted not to accept the donation. They knew that one of their board member responsibilities is staying true to the mission and that's more important than chasing big dollars.

Takeaway: The nonprofit’s mission is your north star. Don’t stray from it, no matter how tempting the detour might be.

4. Duty of Prudence: Be a Good Steward

This is where the nonprofit’s financial health comes in. As a board member, you’re responsible for making sure the nonprofit’s resources are being used wisely. The duty of prudence, another key aspect of nonprofit duties, means being cautious, practical, and thoughtful with how the organization’s assets are managed. It’s about ensuring there’s enough funding to keep the lights on while staying aligned with the nonprofit’s long-term goals.

Example: The board of a small nonprofit knew they had limited financial reserves. When they were offered a low-interest loan to expand their programs, it seemed like a great opportunity. But the board did their homework. After reviewing the financials, they realized that taking on the loan would stretch them too thin and jeopardize their ability to keep up with current projects. They decided to pass. By acting prudently, they protected the nonprofit from potential financial hardship down the line.

Takeaway: Protect the nonprofit’s assets like they’re your own. Sometimes saying “no” is the best way to ensure sustainability.

Remember, You’re a Guardian, Not Just a Volunteer!

Fiduciary responsibility is the backbone of serving on a nonprofit board. You’re not just there to show up and lend your name—you’re there to safeguard the organization’s mission, finances, and future. The duty of care, loyalty, obedience, and prudence? They’re not just legal terms; they’re the guiding principles that help nonprofits thrive. So, when you sit in that boardroom, remember: your job isn’t to sit back. It’s to lean in, ask questions, and make decisions that put the nonprofit’s mission first. Always.

Duties Of A Nonprofit Board

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Serving on a nonprofit board isn’t a seat to fill—it’s a responsibility. A commitment. It’s the moment where passion meets purpose. But here’s the kicker: being a board member in a nonprofit leadership program isn’t just about sitting in on quarterly meetings, nodding in agreement, and then heading home. It’s about rolling up your sleeves and getting to work for the cause you believe in. So, let’s take a deep dive into what that work actually looks like.

1. The Duty of Care

Your nonprofit’s mission? You’re in charge of safeguarding it. Board members have a duty of care, which means you’ve got to be hands-on. Know what’s happening in the organization. Ask tough questions. Read the financials before the meeting, not during. If something seems off, speak up. Care isn’t passive. It’s action-oriented. If the ship goes down, you should have been the one steering to avoid the iceberg in the first place. This hands-on approach is a cornerstone of effective nonprofit leadership programs.

2. The Duty of Loyalty

Loyalty goes beyond just showing up and smiling for the group photo. It means being all in. Your loyalty should lie squarely with the nonprofit, not your personal agenda or side hustle. Conflicts of interest? They need to be called out, addressed, and avoided. Loyalty also means putting the nonprofit’s best interests above your own and making decisions with integrity. Understanding this duty is essential for those who aspire to become a board member.

3. The Duty of Obedience

Now, I get it—no one likes the word “obedience.” It feels too much like a dog following orders, right? But this is important. Obedience, in this context, means keeping the nonprofit on track with its mission. As a board member in a nonprofit leadership program, you’re there to ensure the organization doesn’t drift. That means knowing the bylaws, keeping an eye on the mission, and ensuring the nonprofit’s activities align with both.

4. Fundraising

Let's tackle the elephant in the room. Fundraising. Yes, it's your job when you become a board member. Yes, it's important. I know, I know—people don't join nonprofit leadership programs because they want to ask their friends for money. But here's the thing: you believe in this mission, right? So why wouldn't you want to share it with others and ask them to support it? Fundraising isn't just shaking a tin cup. It's opening doors, making introductions, leveraging your network, and yes, sometimes writing a check yourself. It's part of your duty as a board member, and there's no way around it.

5. Financial Oversight

The financials aren’t just for the accountants. Board members are tasked with overseeing the nonprofit’s finances, ensuring the organization is fiscally sound and responsible. This doesn’t mean you need to be a financial wizard, but you do need to understand the basics: budget, cash flow, income sources, expenses. If something doesn’t add up, it’s your job to ask questions, dig deeper, and protect the nonprofit’s resources.

6. Strategic Planning

A nonprofit can’t survive on passion alone. It needs direction, goals, and a clear plan for the future. That’s where strategic planning comes into play. Board members help chart the course, ensuring that the nonprofit is moving toward long-term sustainability. This isn’t just about what’s happening now—it’s about vision. Are you thinking about the next five, ten years? Where is the nonprofit headed? It’s your job to make sure there’s a roadmap to get there.

7. Hiring and Evaluating Leadership

A nonprofit is only as strong as its leadership, and hiring an executive director is one of the most critical roles a board plays in its nonprofit leadership program. Once the leader is in place, it's not a "set it and forget it" situation. Evaluating their performance, supporting their development, and holding them accountable is key. But remember: this doesn't mean micromanaging. There's a balance. The board hires, guides, and supports, but it doesn't run the day-to-day operations.

8. Advocacy and Ambassadorship

You’ve got the nonprofit’s name behind yours, and that comes with a responsibility to be an ambassador. This means championing the organization, promoting its work, and raising awareness. Whether you’re at a cocktail party, community event, or on social media, your role as a board member is to be a constant advocate. Your voice is powerful—use it.

9. Compliance and Legal Responsibility

Nonprofits are subject to laws and regulations, and when you become a board member, it's your job to ensure the organization stays compliant. This can be everything from filing tax forms on time to adhering to nonprofit laws in your state. Ignoring these responsibilities can put your nonprofit at risk—and nobody wants that.  Understanding these legal aspects is crucial for those who want to become a board member and is a key focus in many nonprofit leadership programs so stay on top of it.

10. Fostering Organizational Culture

Lastly, but certainly not least, board members help shape the culture of the organization. It starts with the boardroom. Are you fostering collaboration, transparency, and respect? The tone you set trickles down to staff and volunteers. A healthy organizational culture is the bedrock of a successful nonprofit, and the board plays a significant role in maintaining it.

In Conclusion: Being a Board Member Is a Privilege—Treat It That Way

When you become a board member, you’re not just filling a seat. You’re holding the reins of an organization's nonprofit leadership program that’s trying to make the world better in some way. Don’t take that lightly. Understand your duties, embrace your responsibilities, and remember why you’re there: to serve a mission greater than yourself. Because at the end of the day, it’s not about you—it’s about the work, the impact, and the people who rely on the nonprofit to make a difference.

So go ahead, roll up your sleeves. There’s work to be done, and you’re just the person to do it.

Nonprofit Board Survey Questions: Your Secret Weapon for a High-Performing Board

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Running a nonprofit can often feel like juggling on a unicycle—there’s never a dull moment, but there’s always something precarious about to tip. One of the most essential yet overlooked elements of this balancing act is your board of directors. These individuals aren’t just names on a roster; they’re the backbone of your organization. But how do you make sure they’re fully engaged, aligned with your mission, and ready to step up when needed? That’s where board surveys come in.

Why Survey Your Board?

Board surveys aren’t just another box to check off your to-do list—they’re a powerful tool to assess how your board is functioning and how you can make it better. A well-crafted survey provides valuable insights into board members’ perceptions, identifies areas for improvement, and helps set a path toward becoming a high-performing board. Think of it as a diagnostic tool for the health of your board. When done right, surveys can reveal where the wheels are coming off before the whole thing crashes.

What Should Your Board Survey Ask?

When you’re crafting your nonprofit board survey, it’s tempting to stick to the basics: “Do you attend meetings regularly?” or “Are you satisfied with your role on the board?” But let’s be honest—these questions won’t spark the kind of feedback that leads to meaningful change. We need to dig deeper. Below are some categories and specific questions that will help you get to the heart of what’s really going on in that boardroom.

  1. Board Engagement and Participation
    • How often do you feel fully prepared for board meetings?
    • Do you feel your voice is heard during discussions?
    • What barriers prevent you from being more engaged with the organization?
  2. Board Roles and Responsibilities
    • Are the roles and responsibilities of board members clear and well-defined?
    • Do you feel that your skills and expertise are being utilized effectively?
    • How comfortable are you with your understanding of the organization’s mission, vision, and strategic plan?
  3. Board-Executive Director Relationship
    • How would you describe the relationship between the board and the executive director?
    • Do you feel that the executive director provides the board with the information needed to make informed decisions?
    • What suggestions do you have for improving communication between the board and executive director?
  4. Fundraising and Financial Stewardship
    • How comfortable are you with your role in fundraising?
    • Do you feel adequately trained to participate in financial oversight?
    • How confident are you in the organization’s financial health?
  5. Board Meetings
    • Are board meetings structured in a way that maximizes your time and input?
    • Do you feel that meetings are focused and productive?
    • What would you change about the way board meetings are conducted?
  6. Board Dynamics and Culture
    • How would you describe the culture of the board? (Inclusive? Collaborative? Competitive?)
    • Are there any conflicts or tensions among board members that need addressing?
    • Do you feel a sense of camaraderie and shared purpose with other board members?
  7. Personal Experience and Satisfaction
    • Are you satisfied with your overall experience as a board member?
    • What’s one thing that would make your board service more fulfilling?
    • Would you recommend serving on this board to others?

How to Use the Survey Results

You’ve sent out the survey, and now you’re staring at a pile of data. The key is not just to collect the feedback but to act on it. Start by sharing the results with the board, discussing key takeaways, and setting clear, actionable steps to address any issues that arise. Remember, transparency is your friend here. Your board members will appreciate knowing that their feedback isn’t just vanishing into the ether.

Final Thoughts: Make It Routine

One survey isn’t going to magically fix all your board issues. Make surveys a regular part of your board’s annual routine. Use them to track progress, celebrate successes, and course-correct when needed. Remember, the goal is not perfection; it’s continuous improvement. Your board deserves that, and so does your mission.

So, let’s get those survey questions out there, listen closely to what your board is telling you, and work together to build a board that’s not just functional but fabulous. Because a great board doesn’t just happen—it’s cultivated, nurtured, and, yes, sometimes nudged along with the right questions.

Nonprofit Board Training: Empower Your Directors for Greater Success

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Having an empowered and effective board of directors is more important than ever. But how do you ensure that your board members have the knowledge, skills, and resources they need to make impactful decisions and drive your organization forward? The answer lies in investing in nonprofit board of directors training.

By providing comprehensive training to your board, you empower them to fulfill their roles and responsibilities with confidence and expertise. Through targeted programs, workshops, and resources, you can equip your board members with the necessary skills in governance, strategic planning, financial management, and fundraising. This not only enhances their individual abilities but also strengthens your organization as a whole.

Investing in board training demonstrates your commitment to excellence and professionalism, attracting high-caliber individuals who are passionate about your cause. Additionally, educated board members are better equipped to navigate the complex landscape of regulations, compliance, and ethical considerations.

Don't underestimate the significance of board training in elevating the impact and success of your nonprofit organization. By investing in your board, you're investing in the future of your mission and the communities you serve.

The importance of a strong board of directors

A strong board of directors is the backbone of any nonprofit organization. They provide guidance, oversight, and strategic direction to ensure the organization's mission is fulfilled. A well-functioning board can bring diverse perspectives and expertise to the table, making critical decisions that drive the organization's success. On the other hand, a weak or untrained board can hinder progress, leading to missed opportunities and inefficiencies.

Investing in board of directors training is an investment in the future of your organization. It ensures that your board members are knowledgeable about their roles and responsibilities, understand the organization's mission and goals, and have the skills needed to make informed decisions. With the right training, your board can become a powerful force for positive change, driving your nonprofit towards greater impact and success.

Challenges faced by nonprofit boards

Nonprofit boards face unique challenges that require specialized knowledge and skills. From navigating complex regulatory environments to fundraising in an increasingly competitive landscape, board members need to be equipped with the tools to overcome these challenges effectively.

One common challenge faced by nonprofit boards is governance. Board members must understand their legal and fiduciary responsibilities, ensuring compliance with laws and regulations. They need to have a solid understanding of ethical considerations and best practices in governance to maintain the organization's integrity and reputation.

Financial management is another critical area where board members often require training. Understanding financial statements, budgeting, and financial planning are essential skills for effective board decision-making. Without proper training, board members may struggle to interpret financial information and make informed financial decisions.

Fundraising is yet another area where board members can benefit from training. Developing strategies to attract donors, cultivating relationships, and creating effective fundraising campaigns are skills that can be learned and honed through training programs. Equipped with these skills, board members can contribute significantly to the financial sustainability of the organization.

Benefits of board of directors training

Investing in board of directors training offers numerous benefits for both individual board members and the organization as a whole. When board members receive comprehensive training, they gain the knowledge and skills needed to fulfill their roles effectively. This, in turn, leads to improved decision-making, increased efficiency, and better overall governance.

From an organizational perspective, board training enhances the reputation and credibility of the nonprofit. Demonstrating a commitment to excellence and professionalism attracts high-caliber individuals who are passionate about the cause. Prospective board members are more likely to join an organization that invests in their development and provides opportunities for growth.

Board training also helps address any skill gaps within the board. By identifying areas where board members may be lacking expertise, organizations can tailor training programs to bridge these gaps. This ensures that the board has a diverse skill set, with members who can contribute effectively to different aspects of the organization's operations.

Furthermore, board training fosters a culture of continuous learning and improvement within the organization. As board members gain new knowledge and skills, they can share their insights and experiences with staff and other stakeholders, creating a ripple effect of growth and development.

Key areas covered in nonprofit board of directors training

Nonprofit board of directors training programs cover a range of key areas essential for effective board governance and leadership. These programs are designed to provide board members with the knowledge and skills needed to fulfill their roles and responsibilities.

  1. Governance: Board members learn about their legal and fiduciary responsibilities, ethical considerations, and best practices in governance. They gain a deep understanding of the organization's bylaws, policies, and procedures, ensuring compliance and accountability.
  2. Strategic planning: Board members learn how to develop and implement strategic plans that align with the organization's mission and goals. They learn how to conduct SWOT analyses, set measurable objectives, and monitor progress towards achieving strategic objectives.
  3. Financial management: Board members gain a solid understanding of financial statements, budgeting, and financial planning. They learn how to interpret financial information, assess financial risks, and make informed financial decisions.
  4. Fundraising: Board members learn fundraising strategies, including donor cultivation, grant writing, and event planning. They gain the skills needed to develop effective fundraising campaigns and engage donors in meaningful ways.
  5. Board-staff relations: Board members learn how to establish effective relationships with staff, ensuring clear communication and collaboration. They understand the board's role in supporting and evaluating the executive director, fostering a productive working relationship.

Finding the right board training program

When it comes to board training, it's crucial to find the right program that meets the specific needs of your organization and board members. Here are some factors to consider when selecting a board training program:

  1. Reputation and expertise: Look for programs offered by reputable organizations with a track record of delivering high-quality training. Consider the expertise and experience of the trainers, ensuring they have a deep understanding of nonprofit governance and leadership.
  2. Customization: Assess whether the program can be tailored to your organization's unique needs. A one-size-fits-all approach may not address the specific challenges and goals of your board.
  3. Delivery format: Consider the delivery format that works best for your board members. Some programs offer in-person workshops, while others provide online courses or a combination of both. Choose a format that is accessible and convenient for your board members.
  4. Cost and budget: Evaluate the cost of the program and consider your organization's budget. While investing in high-quality training is essential, it's also important to find a program that offers value for money.

By carefully considering these factors, you can find a board training program that aligns with your organization's goals and values, providing your board members with the knowledge and skills they need to excel.

Training techniques and methodologies for board development

Board training programs utilize various techniques and methodologies to engage board members and facilitate their learning and development. Here are some common training techniques used in nonprofit board development:

  1. Workshops and seminars: In-person or virtual workshops and seminars provide opportunities for board members to learn from experts and engage in interactive discussions. These sessions often include case studies, group activities, and Q&A sessions to enhance learning.
  2. Online courses: Online courses offer flexibility and convenience, allowing board members to learn at their own pace. These courses often include video lectures, reading materials, quizzes, and assignments to reinforce learning.
  3. Peer learning: Peer learning involves board members sharing their experiences, insights, and best practices with one another. This can be done through facilitated group discussions, mentoring programs, or peer-to-peer knowledge sharing platforms.
  4. Guest speakers and subject matter experts: Inviting guest speakers and subject matter experts to present on specific topics adds diversity and depth to the training program. These experts can provide unique perspectives and insights, enriching the learning experience.
  5. Self-study resources: Supplementing board training programs with self-study resources such as books, articles, and online resources allows board members to deepen their knowledge and explore topics of interest in more detail.

By combining different training techniques and methodologies, board training programs can cater to diverse learning styles and preferences, ensuring maximum engagement and knowledge retention.

Case studies showcasing the impact of board training

Numerous case studies highlight the positive impact of board training on nonprofit organizations. Here are two examples:

  1. Case Study 1: XYZ Foundation: XYZ Foundation, a nonprofit focused on education initiatives, invested in a comprehensive board training program to enhance the skills and knowledge of its board members. As a result of the training, board members developed a deeper understanding of the organization's mission and goals, resulting in more informed decision-making. The board also strengthened its governance practices, ensuring compliance with regulations and ethical standards. With an empowered board, XYZ Foundation was able to secure additional funding, expand its programs, and increase its impact on the community.
  2. Case Study 2: ABC Nonprofit: ABC Nonprofit recognized the need to improve its fundraising efforts and engaged in a board training program focused on fundraising strategies. Board members learned effective donor cultivation techniques, grant writing skills, and event planning strategies. Armed with these new skills, the board successfully launched a major fundraising campaign that exceeded expectations, resulting in increased funding for the organization's programs and services. The board's newfound expertise in fundraising also allowed ABC Nonprofit to diversify its funding sources, reducing its reliance on a single revenue stream.

These case studies demonstrate how board training can lead to tangible improvements in nonprofit organizations, from enhanced decision-making to increased funding and expanded programs.

Resources and tools for ongoing board development

Board development is an ongoing process that requires continuous learning and improvement. To support the growth and development of your board members, consider providing the following resources and tools:

  1. Board manuals and handbooks: Creating a comprehensive board manual or handbook that outlines the organization's policies, procedures, and governance practices can serve as a valuable reference tool for board members. This resource can be regularly updated to reflect changes in regulations or best practices.
  2. Webinars and podcasts: Offering webinars and podcasts on relevant topics allows board members to access valuable insights and knowledge at their convenience. These resources can feature guest speakers, subject matter experts, or board members sharing their experiences and expertise.
  3. Mentoring programs: Pairing new or less experienced board members with seasoned board members can facilitate knowledge transfer and mentorship. Mentoring programs provide opportunities for board members to learn from one another, ask questions, and seek guidance.
  4. Board retreats and conferences: Organizing board retreats or attending conferences focused on nonprofit governance and leadership can provide valuable networking opportunities and exposure to the latest trends and best practices. These events allow board members to learn from industry experts, share experiences with peers, and gain fresh perspectives.
  5. Continuing education stipends: Consider providing stipends or reimbursements for board members to pursue relevant courses, certifications, or conferences. This demonstrates your organization's commitment to ongoing board development and encourages board members to invest in their own growth.

By offering these resources and tools, you create a culture of ongoing learning and development within your board, ensuring that they stay informed and equipped to address emerging challenges and opportunities.

Measuring the effectiveness of board training programs

Measuring the effectiveness of board training programs is crucial to ensure that your investment is yielding the desired outcomes. Here are some key metrics to consider when evaluating the effectiveness of your board training programs:

  1. Board member satisfaction: Conduct surveys or interviews to gauge board member satisfaction with the training programs. Ask for feedback on the relevance, quality, and usefulness of the training materials and delivery methods.
  2. Application of knowledge: Assess whether board members are applying the knowledge and skills gained from the training programs in their board roles. This can be done through observation, self-assessment, or performance evaluations.
  3. Board engagement: Monitor the level of board engagement in board meetings, committee work, and strategic planning. A more engaged board is often an indication of the effectiveness of the training programs.
  4. Impact on decision-making: Evaluate the impact of board training on the quality and timeliness of board decisions. Are board members making more informed decisions? Are they actively participating in discussions and providing valuable input?
  5. Organizational outcomes: Measure the impact of board training on the organization's outcomes, such as increased funding, program expansion, or improved stakeholder satisfaction. These outcomes can be indicators of the effectiveness of the board in driving organizational success.

By regularly assessing these metrics, you can identify areas for improvement and make informed decisions about future board training investments.

Conclusion: The power of an empowered board for nonprofit success

Investing in nonprofit board of directors training is a crucial step towards empowering your board and driving the success of your organization. By equipping your board members with the knowledge, skills, and resources they need, you enable them to fulfill their roles and responsibilities with confidence and expertise.

A strong and empowered board can make informed decisions, navigate complex challenges, and drive your nonprofit towards greater impact and success. Investing in your board not only enhances their individual abilities but also strengthens your organization as a whole. It demonstrates your commitment to excellence and professionalism, attracting high-caliber individuals who are passionate about your cause.

Don't underestimate the significance of board training in elevating the impact and success of your nonprofit organization. By investing in your board, you're investing in the future of your mission and the communities you serve. With an empowered board, the possibilities for positive change and transformation are endless.

How to Write a Standout Nonprofit Board Member Bio: Examples and Tips

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Creating a bio for your nonprofit’s board members is more than just listing titles and accomplishments. It’s about showcasing the passion, skills, and humanity behind the people guiding your organization. An engaging board member bio can build credibility, inspire confidence, and even encourage others to get involved. But writing one? Well, that can feel like trying to find the perfect blend of business formal and Sunday brunch casual. Don’t worry—we’ve got you covered with tips, examples, and the must-haves for crafting bios that shine.

Why Your Nonprofit Board Member Bio Matters

Board member bios are often the first impression donors, volunteers, and community members have of your nonprofit’s leadership. A great bio tells a story, builds trust, and connects on a human level. The goal is to highlight what makes your board members not just experienced professionals but passionate advocates for your cause.

Key Elements of an Effective Nonprofit Board Member Bio

  1. A Compelling Opening: Start strong with a sentence or two that captures the essence of the person. Avoid jargon and keep it relatable.
  2. Highlight Relevant Experience: Focus on the skills, past roles, and accomplishments that directly contribute to your organization’s mission.
  3. Show Their Why: Why are they passionate about your cause? This is the heart of the bio—don’t skip it!
  4. Personal Touch: A little personal detail—like a hobby, a favorite book, or why they love their dog—is the cherry on top that makes a bio memorable.
  5. Call to Action (CTA): If appropriate, end with an invitation, like, “Reach out to Sarah to learn more about our programs,” to keep the reader engaged.

Nonprofit Board Member Bio Template

Here's a template to guide you, with each section pulling in the elements listed above:

[Board Member Name]
Role: Board Member

Opening Statement:
[Name] is a seasoned [profession] with over [number] years of experience in [industry]. As a passionate advocate for [your cause], [Name] brings a unique blend of expertise and enthusiasm to [Your Nonprofit].

Professional Background:
With a background in [industry/sector], [Name] has held leadership roles at [Company/Organization], where they [insert key achievement or project]. Their strategic vision and commitment to [specific aspect of your nonprofit’s mission] have been invaluable assets to our team.

Why They Serve:
[Name] joined [Your Nonprofit] because they believe that [insert personal connection to the cause]. From childhood experiences to professional milestones, their dedication to [specific cause or mission] is deeply rooted in their journey.

Personal Touch:
Outside of the boardroom, [Name] enjoys [personal hobby/interest] and is an avid [reader/runner/gardener—whatever fits]. They are also deeply connected to [community or personal anecdote].

Call to Action:
[Name] is always eager to connect and share more about the work of [Your Nonprofit]. You can reach them at [contact details].

Nonprofit Board Member Bio Example

Let’s take this template and bring it to life with a fictional example:

Sarah Johnson
Role: Board Chair

Opening Statement:
Sarah Johnson is a dedicated community leader and nonprofit strategist with a heart for service. With over 15 years in the nonprofit sector, Sarah’s journey with [Your Nonprofit] began with a simple belief: that every child deserves a safe place to learn and grow.

Professional Background:
Sarah’s career has spanned roles in program management, fundraising, and executive leadership at organizations like [Past Organization]. Her ability to drive strategic initiatives has helped secure millions in funding, transforming communities one project at a time.

Why They Serve:
Sarah’s passion for [Your Cause] stems from her own experiences growing up in an underserved community. She knows firsthand the impact that dedicated nonprofits can have, and she’s committed to ensuring [Your Nonprofit] reaches even more families in need.

Personal Touch:
When she’s not advocating for [Your Cause], you can find Sarah volunteering at her local animal shelter, hiking with her two rescue dogs, or curled up with a good mystery novel.

Call to Action:
Sarah welcomes conversations about how we can better serve our community. Reach out to her at [contact details] to connect.

Common Mistakes to Avoid When Writing Board Member Bios

  • Too Much Jargon: Keep it simple. Your bio should be accessible to all, not just industry insiders.
  • Overloading on Titles: Titles are great, but they’re not the whole story. Focus on contributions, not just credentials.
  • Forgetting the Human Element: Bios aren’t resumes. Share why your board members care about your cause.

Final Thoughts

Your nonprofit board member bios are a chance to put a face to the names guiding your organization. Keep them fresh, keep them real, and remember that a little personality goes a long way. By highlighting the passion and expertise of your board members, you’re not just listing qualifications—you’re building a bridge between your mission and the community that supports it.

How to Recruit Nonprofit Board Members

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Finding the Right People to Fuel Your Nonprofit's Mission

Recruiting board members for your nonprofit can feel like trying to find the perfect pair of jeans—frustrating, often overwhelming, and not something you want to do too often. But the right board members? Oh, they’re magic. They bring expertise, passion, and a commitment to your mission that feels like sunshine on a cloudy day. So let’s talk about how to find those people—the unicorns who will propel your nonprofit forward.

1. Start with Your Why: Identify Your Nonprofit’s Needs and Gaps

Before you even think about names, take a step back. What does your organization need right now? Maybe you need financial expertise, someone with marketing savvy, or a connector with a deep Rolodex of potential donors. Whatever the case, your board should be more than a group of nice people who like your cause. Define your nonprofit’s needs and gaps. When you’re clear on your “why,” you can start finding the “who.”

2. Recruit Like You Mean It: How to Target Ideal Board Members

Stop treating board recruitment like it’s something that happens to you. Be proactive! This isn’t about hoping someone magically appears at your gala who’s dying to join your board. It’s about targeted, intentional outreach. Create a list of dream candidates—people you’ve met at events, seen in the news, or know from your network. Be specific about what you’re looking for and why you think they’d be a good fit. You’re not just filling a seat; you’re building a team.

3. Get Personal: The Power of One-on-One Board Recruitment

Nothing says “you’re not special” like a mass email. If you want someone to feel excited about your mission, you need to engage with them one-on-one. Invite them to coffee, lunch, or a site visit. Show them the impact of your work, and then tell them why you think they’d be a game-changer for your board. It’s not about what they can do for you—it’s about what you can accomplish together.

4. Set Expectations Early: Clear Communication with Potential Board Members

One of the biggest mistakes nonprofits make? Being vague about what they expect from their board members. When you’re recruiting, be crystal clear about the time commitment, financial contributions, meeting frequency, and any other responsibilities. No surprises. Think of it as dating—you want both parties to know what they’re getting into. No bait and switch.

5. Look Beyond the Usual Suspects: Diversify Your Nonprofit Board

The truth? Many nonprofits recruit board members from the same small pool of candidates, over and over again. Expand your horizons. Look for diverse voices that reflect the community you serve. Seek out individuals who bring different perspectives, life experiences, and skills to the table. Not only does this make your board stronger, but it also makes your organization more relevant and impactful.

6. Activate Your Current Board Members as Recruiters

Your best recruiters are often the people already sitting around your board table. Encourage them to think about their networks—friends, colleagues, even family members who might be a great fit. Make sure they understand your board recruitment priorities, so they’re equipped to help you find the right people. It’s not just the CEO’s job; it’s everyone’s job.

7. Make It Easy to Say Yes: Streamline Your Board Recruitment Process

Joining a board should feel like an honor, not a chore. Make the onboarding process welcoming and engaging. Provide orientation, mentoring, and clear paths for involvement. You want your new board members to feel like they’ve joined a team, not an old boys’ club with an initiation ritual. Think about it: the easier it is to say yes, the more likely you are to get a yes.

8. Follow Up and Stay Engaged: Keep Potential Board Members in the Loop

Even if someone says no today, it doesn’t mean no forever. Stay in touch with those you admire. Invite them to your events, keep them on your newsletter list, and continue to show them why your mission matters. Timing is everything, and when the time is right, they’ll be ready to jump in.

Bringing It All Together

Recruiting board members is about more than just filling seats. It’s about finding people who believe in your mission and are willing to roll up their sleeves to help you achieve it. So be bold. Be strategic. And most of all, be honest about what you need and why you’re asking. Because at the end of the day, the right board members won’t just serve your organization—they’ll champion it.

Powerhouse Boards: Tips to Achieving Long-Term Success

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