Fundraising

Let’s be honest: asking your nonprofit board leaders 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 for nonprofits 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 for nonprofits. 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 for nonprofits 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 nonprofit course, How To Get Your Nonprofit Board To Fundraise, and learn how to empower your board to embrace fundraising with confidence.

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.

Creating a development plan can feel like trying to build a house without blueprints—you're grabbing tools and materials, but there’s no clear path to the finished product. A well-crafted plan is your nonprofit’s roadmap to fundraising success, helping you focus your efforts, allocate resources wisely, and hit your revenue goals. Let’s dive into how you can create a nonprofit development plan that works for your nonprofit, all while avoiding the overwhelm.

Why Your Nonprofit Needs a Development Plan

If your nonprofit is operating without a clear development plan, you’re not alone. Many nonprofits find themselves in reactive fundraising mode, constantly hustling to catch up on revenue needs without a strategic path forward. But here’s the reality: a nonprofit development plan isn’t just a “nice-to-have”—it’s essential for sustained growth. A good plan will keep your team aligned, your board engaged, and your mission moving forward.

1. Set Clear and Specific Goals

The first step in creating your fundraising plan is setting clear, specific, and measurable goals. This isn’t just about saying, “We want to raise $100,000.” Be intentional:

• Annual Revenue Goals: What’s your target revenue for the year? Break it down by each fundraising source—grants, individual giving, events, corporate sponsorships, etc.
• Program Goals: Are there specific programs that need funding? How much is required to fully fund them?
• Donor Acquisition and Retention: How many new donors do you want to acquire? What’s your retention goal?

Pro Tip: Use SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) to ensure your objectives are not just wishful thinking but actionable targets.

2. Identify Your Key Fundraising Strategies

Once your goals are in place, it’s time to outline the strategies you’ll use to meet them. This section of your nonprofit development plan is your playbook—it defines the key fundraising activities your nonprofit will focus on.

Here’s a look at some common strategies you might include:

• Individual Giving: Appeal campaigns, major gifts, monthly giving programs, and peer-to-peer fundraising.
• Grants: Researching opportunities, writing proposals, and maintaining funder relationships.
• Events: In-person galas, virtual fundraisers, and community events.
• Corporate Partnerships: Sponsorships, cause marketing, and employee giving programs.
• Planned Giving: Cultivating legacy gifts through wills, trusts, and bequests.

Pro Tip: Diversify your revenue streams to avoid becoming overly dependent on one source of funding. A healthy mix of individual giving, grants, and events can help stabilize your nonprofit’s finances.

3. Define Action Steps and Assign Roles

The success of your fundraising plan depends on execution, which means every strategy needs a set of action steps and assigned roles. This section is all about breaking down each fundraising strategy into manageable tasks and determining who will be responsible for what.

• Action Steps: List each specific action required to implement the strategy. For example, if one of your strategies is major gift solicitation, your action steps might include identifying prospects, crafting personalized pitches, and scheduling meetings.
• Roles and Responsibilities: Assign each task to a specific person—whether it’s your development director, an enthusiastic board member, or a volunteer. This helps ensure accountability and keeps your plan from gathering dust on the shelf.

Pro Tip: Be realistic about your team’s capacity. If you’re a small nonprofit, prioritize the strategies that have the highest return on investment and are achievable with your current resources.

4. Create a Fundraising Calendar

A nonprofit development plan without a timeline is like a GPS with no directions. A fundraising calendar is your roadmap, laying out when each fundraising activity will happen throughout the year.

• Monthly Giving Push in January: Kick off the year by promoting monthly giving. Set up a campaign that runs for 4 weeks.
• Grant Deadlines in Q2: List all grant application deadlines for the year. Be sure to include time for writing, review, and submission.
• Fall Appeal Campaign in October: Plan your direct mail or digital campaign to coincide with end-of-year giving.

Pro Tip: A well-thought-out calendar will help you avoid the dreaded “feast or famine” cycle of fundraising by ensuring consistent revenue throughout the year.

5. Develop a Budget for Your Plan

Don’t skip this step. Your nonprofit development plan isn’t just about raising money; it’s also about understanding what it costs to raise that money. Outline the expenses associated with each strategy, including staff time, marketing materials, event costs, and more.

• Direct Mail Costs: Printing, postage, and design fees.
• Event Expenses: Venue rentals, catering, and decor.
• Software Subscriptions: CRM, email marketing, and donor management tools.

Pro Tip: Calculate the return on investment (ROI) for each fundraising strategy to ensure you’re maximizing your dollars spent.

6. Measure Success and Adjust as Needed

Last but not least, make sure your fundraising plan includes a system for tracking progress and evaluating results. Regularly review your fundraising performance against your goals, and don’t be afraid to adjust your plan if something isn’t working.

• Key Metrics: Track metrics like donor retention rate, average gift size, and fundraising ROI.
• Review Meetings: Schedule quarterly reviews with your team to assess progress and make necessary adjustments.

Pro Tip: Use data to drive your decisions. If a strategy isn’t performing as expected, analyze why and tweak your approach. Flexibility is key to a successful development plan.

Bringing It All Together

Your nonprofit development plan is more than just a document—it’s your strategic partner in fundraising. By taking the time to outline your goals, strategies, and action steps, you’re setting your organization up for success. And remember, your plan isn’t set in stone. It’s a living, breathing guide that should evolve alongside your nonprofit’s needs. So get started today, and watch as your fundraising takes off in new and exciting directions.

Ready to create a winning fundraising plan without starting from scratch? Grab our comprehensive Development Plan Template, designed specifically for nonprofits like yours. It includes easy-to-follow steps, action-packed strategies, and all the tools you need to map out your fundraising success. Don’t miss this opportunity to simplify your planning process and boost your fundraising efforts. Get your Development Plan Template today and take the first step toward a more sustainable future for your nonprofit!

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?

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’)!

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