Fundraising Success Board Engagement Empowerment

How to educate, engage & empower your board in fundraising for your nonprofit organization.

Last updated 2022-01-10 | 4

- Increase fundraising results by engaging your board members
- Define board roles and responsibilities
- Create opportunities for board members to participate in fundraising at all levels

What you'll learn

Increase fundraising results by engaging your board members
Define board roles and responsibilities
Create opportunities for board members to participate in fundraising at all levels
Empower board members to lead fundraising efforts in their organizations
Understand an effective partnership between board members
CEO’s and professional fundraising staff
Determine ways board members can participate in donor stewardship
Create a committee structure that will enhance board fundraising efforts
Provide board members with training to improve fundraising results
Evaluate and celebrate board’s fundraising efforts
Recruit board members who will actively participate in development

* Requirements

* You will need an openness to looking at fundraising in your organization as a team sport

Description

Do you struggle to get your nonprofit board members interested or engaged in fundraising?

Does your board even know that fundraising is something they should be participating in?

Do you want to change that?

Empowering and engaging your board in the fundraising process is the way to do it!

This course will discuss the importance of a fundraising board in meeting your organization's mission. The course includes a review of board roles and responsibilities, specifically fundraising, and offer resources on why and how board members can fundraise. We will discuss the time it takes for successful board and staff fundraising as well assess where your board is now in current fundraising policy, comfort level and readiness.

This course will talk about how you can prepare your board to participate and lead fundraising activities, including suggestions for education, engagement and empowerment of all board members. It also includes the opportunity to evaluate and celebrate your board’s fundraising efforts as well as discuss how to find fundraising board members and address potential conflicts of interest related to fundraising efforts and service on multiple boards.

Seasoned board members and staffers charged with fundraising efforts alike will benefit from the comfortable discussion style as well as the many resources on empowering and engaging your board included. 

Who this course is for:

  • Nonprofit CEO's, Executive Directors, Development Professionals, Board Members
  • This course is meant for anyone responsible for working with board members of a nonprofit organization.
  • This course is especially relevant for those in charge of leading the fundraising and development process of the board including the Board Chair/President, Fundraising Committee and Chair, and CEO/Executive Director.
  • Both paid staff and board/committee volunteers can benefit from this class.

Course content

8 sections • 34 lectures

Course Introduction Preview 02:28

A brief look at what we cover in the course, how I structured the course and how to find out what each lecture contains. This lecture includes a downloadable PDF of the Table of Contents.

NOTE: As of June, 2018 this course is no longer offered under CFRE CE.


Fundraising Overview & Its Importance for the Nonprofit Sector Preview 08:57

In this lecture we discuss the nonprofit sector including charitable design and serving the public good purpose. We discuss how fundraising helps nonprofits build their community and support their mission.

Basic Board Roles and Responsibilities Preview 09:29

In this lecture we discuss basic board roles and responsibilities. 

Why do board members need to fundraise? Preview 11:36

In this lecture we discuss the ethical implications of board members participation in fundraising and how important 100% participation is for your nonprofit organization. 

Building relationships takes time Preview 07:16

We use this lecture to establish the nature of the board, CEO and development progressional's partnership.

Board fundraising basics

This quiz helps you determine your understanding of who should be involved in fundraising for your organization.

What's your board culture? Preview 07:24

In this lecture we discuss how to determine your board culture and how that culture impacts fundraising success. 

The Give or Get Policy Preview 08:12

This lecture includes a discussion of Give or Get policies and provides examples of those policies. 

Assessing Board's Comfort Level with Fundraising Preview 05:53

In this lecture we discuss how to determine your board's current comfort level with development.

Assessing Board's Readiness to Fundraise Preview 07:57

We use this lecture to help you determine when and how your board can participate in fundraising and development.

Your Board's Current Involvement in Fundraising

Test your knowledge of your board's current involvement in fundraising.

Motivation Strategies Preview 08:49

We use this lecture to differentiate between fundraising as a charity model and the empowerment of donors. We also differentiate between "nonprofit" as a tax status instead of a way of life for an organization. 

Board Member Education Preview 06:26

In this lecture we discuss how board members can educate each other, look for outside sources and start to build a culture of fundraising.

Working with Others in Development Preview 07:30

In this lecture we discuss the importance of an experienced development professional. We review the CFRE designation and what it can mean for an organization.

Role Play in the Board Room Preview 06:18

We use this lecture to help provide board members with practice on the critical things such as an elevator speech and making "the ask."

Building Your Development Plan with the Board Preview 03:09

In this lecture we discuss how to create a plan for your board's development activities and what to do if you don't have a plan (yet).

Getting Your Board Ready

See how well you know what to do to get your board ready to fundraise.

Ways Your Board Can Participate in Fundraising Preview 08:26

We use this lecture to determine how to engage every board member in the fundraising process, even those who aren't comfortable asking for money.

Board's Role in the Ask Preview 07:19

In this lecture we discuss how to prepare staff and board to participate in "The Ask."

Board's Role in Donor Stewardship Preview 07:07

We use this lecture to establish how board members can participate in the stewardship of donors and how that's a great place to engage board members when they are just getting started. 

Ways board members can assist in fundraising

Test your knowledge of how board members can assist in fundraising

Support and Select CEO or Chief Development Officer Preview 11:19

In this lecture we determine the ways a board member can support the staff/board partnership in fundraising.

Fundraising Committee Preview 05:46

In this lecture we discuss the importance of a working board committee structure. 

Serving as a Donor/Sponsor Preview 06:24

We use this lecture to establish the importance of securing support from board members as donors and sponsors.

Challenge and Matching Gifts Preview 06:20

We use this lecture to discuss what a challenge/matching gift is and how they can promote board member engagement. 

Ways board members can lead fundraising

See if you know the ways board members can lead fundraising

Sharing Successes at the Board Level Preview 05:30

In this lecture we discuss ways to share fundraising success in the board room and committee meetings as well as other ways board members can provide peer-to-peer encouragement.

Sharing Challenges at the Board/Committee Level Preview 10:22

In this lecture we discuss ways to examine fundraising challenges with board members.

Celebrating & Acknowledging Good Board Behavior Preview 05:34

We use this lecture to discuss the importance of celebrating every step of the fundraising/development process with board members.

Evaluation of your board's fundraising

See if you are ready to evaluate board fundraising

Recruiting Fundraising Board Members Preview 05:49

In this lecture we discuss how to recruit board members who are skilled in or interested in building their skills in fundraising.

Duty of Loyalty & Conflicts of Interest Preview 08:16

In this lecture we discuss how to address board members who serve on multiple board members and development professionals who serve on boards.

Other thoughts

Conclusion Preview 02:47

This lecture reviews the topics covered in this class and all of the resources we have provided.