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Ventures in Philanthropy

Charity Channel
Building a Fundraising Board
Part I
by Linda Lysakowski, ACFRE
President/CEO
CAPITAL VENTURE SM



“We can’t get our board to help with fundraising, they aren’t the ‘movers and shakers’ in town.” If this is a statement you have heard in your organization, read on!

While some organizations do not set fundraising as a priority for its board members, most nonprofits can benefit from having a board more actively using their connections to benefit the organization.

The key to getting your board to embrace fundraising lies in three simple steps—the recruitment process, assuring that board members are committed to the organization and removing the fear of fundraising that is inherent in most people.

In this two part series, we will address these issues. In Part One, let’s talk about the recruitment process and the annual Board appeal.

Recruiting the Right Way
Often, boards are reluctant to fundraise because they have not been recruited with that purpose in mind. For many organizations, fundraising has never been a part of their culture for various reasons—perhaps in the past they relied on government funding, fees for service or foundation grants. Then suddenly, when these funding sources shift priorities and income streams dry up, the organization decides it now needs to rethink fundraising and is stymied by how to introduce this concept to the board.

Even if the organization originally intended for its board to be involved in fundraising, many times, board recruiters are reluctant to use the “F” word for fear of scaring off potential board members. Many well-intentioned boards operate under the noble idea that, “once they get on our board and see the great work we are doing, they will want to go out and ask for money.” Wrong! If they have not been told up front that fundraising is a part of their role, they will not embrace it later when you decide to “slip it into” their job description.
One key concept to consider is who does the recruiting for new board members. Instead of a Nominating Committee that meets once a year to fill vacant seats, one recommended approach is to have a year round Board Resource Committee. (This committee can also be called the Governance Committee or the Committee on Directorship or any name with which your organizations feels comfortable) Whatever the title, the important things to remember about this committee are:
  • It should meet year round;
  • It needs to be chaired by the strongest person on the Board;
  • Its duties include doing an assessment of Board performance, both the board as a whole and individual Board members;
  • It is responsible for developing or refining Board position descriptions;
  • It evaluates the needs of the Board and develops a profile of the kinds of people that are needed to fill vacancies on the Board;
  • It works with the Board to help find the right people to fill Board positions;
  • It assures diversity on the Board;
  • It implements, along with senior staff members of the organization, Board orientation;
  • It is responsible for ongoing education of the Board.

A Board Resource Committee, working thoughtfully, diligently and on an ongoing basis can make all the difference in the world between an effective, enthused, and inspired Board and a lackadaisical Board that does not understand its role in advancing the organization's mission and is reluctant to involve themselves in the fundraising process. One of the key roles of this important committee is to develop a board position description that includes a required financial contribution from each board member as well as the expectation that each board member be involved in the organization's fundraising efforts through attendance at events, planning development activities, and helping to identify, cultivate and solicit potential donors.

This committee is also responsible for assuring that the position descriptions are not glossed over during the recruitment process and to make sure that each potential board member understands that fundraising is an important part of his or her role as a board member. They must be expected to deal with potential board members that are obviously reluctant to accept this responsibility. It is better to turn away a prospective board member who is not willing to get involved in fundraising, than to ‘fill a seat with a warm body’ just so the committee can say it has met its expectation to bring on a certain number of new board members each year. The reluctant fundraiser may instead be invited to serve on a committee or in some other volunteer position, other than being invited to serve as on the board.

In our next article, we will discuss assuring that the board is committed to fundraising and wiling to take part in the exciting process of growing the organization's resources.

Now that you have a board in place with the diverse skills and talents and connections you need to expand your resource development program, where do you start?

Board Commitment--The Annual Board Appeal
Board giving is essential to show their commitment to the organization. Is it important, even necessary, for your Board members to contribute to your organization’s annual appeal
Yes, for several reasons:
  • It increases the level of “ownership” the Board members feel towards the organization
  • It shows others that the Board members are good stewards
  • It enables your organization to raise funds from foundations and other entities that ask—“How much has the Board given?”
  • It makes them feel good about their involvement with the organization and enables them to ask others for money!

Part II