Don’t Worry, Be Happy: Useful Life Advice for Nonprofit Fundraisers

Some years ago I happened on an article in the New York Times where the author, David Pogue, asked readers for their very best ‘life advice.’  There was so much great stuff in there!  If you happen to have a NYT subscription, I’m sure you’ll enjoy reading the full article. For those who don’t (and really for everyone), I decided to share some of my favorite pieces of wisdom with you.  Particularly those that apply to your nonprofit work. And, especially, those that apply to your work/life balance.

Let’s begin!

1. Worrying about a cat stuck in a tree?

cat in treeNot every problem needs to be addressed immediately. Some will work themselves out.

You’ve never seen a cat skeleton in a tree, have you?” When Alexandra Aulisi’s cat couldn’t get down from a tree, her grandmother reassured her with those words, predicting (correctly) that the cat would come down on his own. “This advice made me realize that, sometimes, you need to shift your perception of a problem to see a solution,” Ms. Aulisi noted.

David Pogue, NYT

While it’s tempting to drop everything (e.g., whenever a new email appears in your inbox, especially if it’s someone asking for help), it’s important to assess if this situation actually requires a rapid response. If not, you have options.

ADVICE/OPTIONS:

1. Lil’ Bo Peep: “Leave it alone and it will come home.”

Ever been on vacation and noticed a flurry of emails, back and forth, forth and back, from members on your team?  Often, by the time you’ve returned, the ‘problem’ – as urgent as it may have seemed at the time based on all the email hyperbole – seems to have evaporated. I’m not suggesting you ignore legitimate, pressing problems; just use common sense and exercise judicious restraint.

2. Could someone else handle this?

I’ll never forget some excellent advice I received (actually from one of the donors I worked with during the years I was a young parent).  While I was stressing about potty training, she told me: “Have you ever seen anyone at college who still wears diapers?  If you don’t potty train your son now, never fear.  His college girlfriend will!”  It was silly, yet made a whole lot of sense. I didn’t need to oversee and micro-manage every little thing. Sometimes things happen on their own time frame. This was a reminder that patience can be a virtue.

2. Having trouble getting started?

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Strategic Nonprofit Board Recruitment

Passion led us here photoWhen organizations aren’t raising as much money as they need, they’ll often tell me: “We need to recruit new board members.” This is very often true, but it’s only a piece of the puzzle as to why they’re not being more successful with fundraising.

So, if you’re about to embark on some board recruitment, I strongly encourage you to do a little soul searching first so you can embark on your quest strategically.

Not all organizations are the same. In my humble opinion, the best boards are fundraising boards. You may have a self-described “community board” you’d like to evolve to a fundraising board. Or you may be part of a bifurcated organization where there is more than one board with different purposes (e.g., governance; foundation; advocacy), so your part can perhaps afford to be less engaged with fundraising.

Most nonprofits need a board that is a fundraising engine.

For the purposes of this article, I’m going to assume you’re like most nonprofits. This may mean you believe you need to recruit ‘rich people.’ Or already experienced fundraisers. And since you don’t know any of the above, you make these common mistakes:

  1. You keep putting board recruitment and development on the back burner.
  2. You keep recruiting more folks exactly like the ones you already have.

Are you, inadvertently, holding yourself back?

You are if either of the two mistakes above sound like you.  Alas, this won’t help you resolve your fundraising conundrum.

So, let’s begin someplace else. Before beginning recruitment of the WHO for your board, begin by reminding yourself of the WHY.

Why Do You Need Board Members?

Certain skill sets may come to mind first. Such as “we need a lawyer.” But this is only a piece of what you’re looking for, and it’s not the most important piece. You could recruit the most famous lawyer in your community, but if they refuse to use those skills on your behalf – or if the area where you need help is not their area of expertise — this is meaningless.

Begin by answering this question:

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How to Craft a Nonprofit Board Orientation Strategy

Board orientationPlease don’t leave your new (or old for that matter) board members dangling!

Being a board member is not something we’re generally taught. In fact, it can be a complete mystery. Folks feel proud to have been recruited to join your board, and excited to begin their service, but… what happens next can mean the difference between a fulfilling experience and a disappointing one.

Do you have a board orientation strategy?

I don’t just mean in a dusty handbook somewhere on a shelf or in a file no one can find. I mean a vibrant orientation approach that kicks in the moment your board candidate says “yes” and, subsequently, as soon as they’re voted in by the full board.

Recruitment is just the tip of the iceberg of building an effective board.

It’s an important “tip,” don’t get me wrong. And all too often it’s handled poorly, leading to nothing but problems down the line. One of the most common complaints I hear from nonprofit staff is their board won’t help with fundraising. And the most common reason is the board members tell me: “I wasn’t told I’d have to help with fundraising,” or even worse “I was told I didn’t have to fundraise.

Don’t put yourself in the bait and switch mode.

From the get-go, explain to prospective board members what’s expected of them. All should be involved in some way in giving and getting. Once they sign on, solidify this agreement and their critical role as ambassadors, advocates and askers during the orientation process.

What to Include in a Board Member Orientation

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