Involving Your Board Members in Fund Development

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Simone Joyaux

Sometimes it’s a struggle to get the board to carry out its fund development role. Often it’s even harder to get individual board members to participate. Even if they understand their roles, they don’t want to do “that fundraising stuff.”

Where do you start? First, let’s examine a few basic questions. Get your head straight about these and then it’s easier to move forward. For example:

·       Why do you want board members involved? Do you really want them involved? If you had enough money to hire lots of development staff, would you forgo board member involvement? I wouldn’t. Philanthropy is defined as voluntary action for the common good – so I want volunteers involved.

·       How does shared understanding and ownership add value? I want my board members to understand the role that philanthropy and fund development play in the organization. I want board members to recognize the legal and moral accountability of the board itself. I expect individual board members to care enough to overcome their own discomfort and convenience, and help.

·      Do you hope to make this work fun for your board members? I don’t. My goal is to make it “a bit easier” or at least “less worse.” Remember my column about “enabling” from last December? That’s what your job is as an executive director or development officer. You help board members do this work. All I want is for them to help nurture relationships and help with fund development activities – and I expect to help them help.

So now what to do? Try these practical ideas. I’ve used them all to great success.

1.   Articulate roles. Then strengthen the recruitment and appraisal process.

a.     You need a written job description for the board, adopted as a policy and enforced. This job description outlines the scope of authority and functions of corporate governance. Of course, part of the description talks about the board’s role in fund development. See the sample on my website.

b.     You need written performance expectations for the individual board member – and the same expectations for all board members. Part of this policy delineates specific expectations in relationship building and fund development. See the sample on my website, same section.

c.     Use these two documents when screening candidates for board membership. Secure commitment prior to nomination. See the overview of screening and recruitment on my website.

2.     Conduct an assessment of your development operation. Borrow a development audit from a colleague. Visit the AFP Resource Center and ask them for samples. See the old development audit in my book Strategic Fund Development: Building Profitable Relationships That Last.

a.     Engage your Fund Development Committee in this evaluation process. Present the results to the full board and engage the board in a conversation about plans for improvement.

3.     Create your organization’s story together.

a.     Through a series of board discussions, collect stories about why they care and why they give. With the board, define priorities for funding.

b.     Yes, the staff (or a professional writer) actually drafts the copy. But, engaging the board in defining why your organization matters, and which stories resonate, is a great involvement tool.

4.     Provide orientation and training opportunities. Of course!

5.     Host a complain and whine session. Okay, this is one of my favorites!

a.     At a board meeting (or retreat), ask board members to share all that they dislike about fundraising. Ask them to share all their negative experiences and everything that makes them uncomfortable.

b.     Guess what, a lot of this they should dislike. Too much that’s done in fundraising is actually not good practice, is often quick fix, transactional, and disrespectful. Validate their concerns. Confirm that you won’t do the bad stuff. And then explain why some of what they don’t like is good to do and how you’ll help them do it.

c.     Complaining and whining is fun, useful, and helps you learn.

  • Gail Perry

    Simone, love your ideas! It really does go back to the basics: clear job descriptions and performance expectations, a terrific orientation and I love the whine session. I always have the “what I hate about FR” in my board retreat fundraising workshops too.

    Looking forward to seeing you and Tom in NC in August. Thanks for headlining our NC Philanthropy Conference!

  • Simone Joyaux

    Hi Gail. Thanks for your comments. Nothing like some good whining to get the juices flowing, to stimulate thinking, to relieve tension, etc. And so much of the complaining has valid concern. See you in NC. Simone

  • Pradeep Mahapatra

    Big congrats for sharing this.
    It willbe better if you kindly share events with real non profit initiatives related to community empowerment, we hope plz do have a thought.