The key to an active, happy Board of Directors is engagement. But how do you engage them? In this session, you’ll learn how to change the culture of your Board to one that supports your nonprofit and satisfies individual Board members. You'll learn the 4 keys to creating engagement and the role you play in successfully engaging your Board. You’ll also learn how to help them find a place where they can be comfortable helping you with fundraising!

1. ENGAGE YOUR BOARD
IN FUNDRAISING
Sandy Rees, CFRE

2. Today‟s Outcomes

4. The Myth of Boards
When someone joins a Board:
• They know what to do
• They know how to be a good Board member
• They will help with fundraising

5. Corollary to the Myth of Boards
Board members should be engaged by the
wonderful mission of our organization and
the great work we do.
“We showed them that video last Spring.
What else do they want?”

6. Most Board members are…
• Inexperienced
• Ignorant
• Love the mission
• Don‟t know what to do

7. Why people say “yes” to your Board
• Care about the mission
• Want to serve or give back
• Want to rub elbows with other Board
members
• What else?

8. WIIFM

9. It’s all about
Engagement.

10. How to engage your Board
1. Mindset
2. Expectations
3. Ongoing Education
4. Support

12. Lead from the chair

13. Mindset
What you think about
is what you bring about.

14. Mindset
We get the Board we deserve.

15. A tale of two frogs

16. Manage expectations
Set the stage from the beginning
“You‟ll be expected to participate in
fundraising and make a gift.”

17. Educate them
Fundraising is about giving people the
chance to partner with you.
It‟s NOT about “hitting people up for
money.”

18. Their idea of fundraising…

19. It‟s about fear
Rejection
Failure (or success)
What others will think
Humiliation
Making mistakes
The unknown
Confrontation
Criticism
Getting hurt
Not making budget
Not doing it right
Not fitting in

20. Then come the excuses
To avoid discomfort, they use excuses:
“I don‟t have time to...”
“I don‟t know how to...”
“That‟s not what I signed up for.”
“I already hit my friends up for…”

21. Help them understand

22. Baby steps
•Teach them how to speak „fundraising‟
•Ask them to help in small specific ways,
within their comfort zone
• Go for the quick win!

24. Support them
• Check in
• Provide tools and materials
• Celebrate wins!

25. Want more help?
Check out Board Training in a Box
It’s everything you need to lead your own
successful Board training and help your Board
members understand and own their roles and
responsibilities.
www.BoardTrainingInABox.com

26. Sandy Rees, CFRE
www.GetFullyFunded.com
Sandy@GetFullyFunded.com
865-216-0083
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