Unlocking Your Board’s Role in Relationship-Based Fundraising

This month’s post is brought to you by one of CVNC’s technical experts , Lisa Acker, of Just Cause Consulting.

Beyond an organization’s annual event and appeal, board members are often unsure of how to play a productive role in fundraising. However, shifting toward a culture of year-round engagement with donors and prospects can foster new relationships and opportunities - and board members have a key role to play in making that happen. 

Board members are often the most effective storytellers because they can authentically share their personal connection to the organization. They are valuable participants in meetings with foundation program officers and can join staff for cultivation conversations with individual prospects. Board members can also help review prospect lists to spot potential connections, speak on panels to highlight the importance of the cause, and attend thought-leadership events as representatives of the organization. Even simple actions matter, such as leveraging LinkedIn networks to facilitate introductions and amplifying good news on social media to celebrate accomplishments and help build awareness.

Annually, the Executive Director or Board Chair should meet in person with each board member to discuss each member's unique role in supporting fundraising in the coming year. From there, it becomes incumbent on staff to both support board members AND hold them individually accountable.

To help frame the conversations, use an individual Board Member Ambassador Plan that focuses on cultivation and stewardship.

Additional tips to make accountability easier include:

• Provide individual accountability by checking in via email and phone calls to ask how board members are progressing. 

• Avoid broad group requests over email or during board meetings.  Instead, use meetings to motivate board members to be champions, introduce new initiatives, and highlight the critical role the board plays in their success.

• Use peer-driven accountability by having the board chair or a fellow board member communicate requests, rather than relying solely on staff.

Finally, don’t forget to devote time during board meetings to fundraising successes and challenges board members are encountering. These moments allow members to inspire one another, share lessons learned, and seek advice from their peers!