If you have board members who aren’t giving a monetary gift… If you have board members who are just seeing what they can “get away with” … If you have board members who could definitely make a larger gift… If you’ve got board members telling you their service is their gift… You’ve got a problem.…
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When 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:
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.
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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Please 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.
Are you throwing your former board members out like yesterday’s trash?
This may not be your intention, but you’re kind of guilty of this if you don’t continue to (1) let them know how special they are, and (2) build personal relationships with them. After all, one of the foundations of Penelope Burk’s groundbreaking work in Donor-Centered Fundraising is the finding donors want one thing first and foremost: “Show me that you know me.”
CONSIDER THIS:
Every single communication with a former board member should let them know you know who they are.
If you treat them like they’re toast, don’t be surprised when they start sending you little bread crumbs instead of the whole slice – or loaf – they once sent. People want to be appreciated. It’s just human nature. And facilitating philanthropy (the word literally means “love of humankind”) is a very human endeavor.
Don’t stop loving your former board members.
Stop blaming them for stopping to love you. Blaming is a cop out. Instead, look in the mirror and see what part you may be playing in their changed behavior.
SPECIAL TIP: You can apply much of the suggestions in this article to former staff as well. I often marvel at the hands-off way I’m treated by some of the places where I once worked, sometimes for many years. Places where I donated too, because I believed in the mission. Now I’m just a “prospect” or “lapsed donor” to them, and the communications I receive come across a bit infantalizing. After all, I know this stuff. I wrote a lot of this stuff! It just feels like they’re telling me “since you don’t work here any more, you mean nothing to us.”
Former board should be one of your top segments for cultivation!
IN A NUTSHELL:
- They have a deep understanding of your vision, mission and values.
- For years, they made your nonprofit one of their top philanthropies.
- They have numerous connections with your cause, including relationships with staff, each other, and even beneficiaries.
- At one point you were part of their identity and family.
- You likely have a special place in their heart.
- They may even have included you in their estate planning!
Don’t stop making beautiful music together! Continue to treat them personally, unless they specifically ask you to stop. Don’t simply relegate them to your impersonal e-news mailings or mass annual appeals. Treat them like major donors and develop a love and loyalty strategy that invites them to stay engaged with you, albeit in a new way.
Orientation matters; otherwise, everything can become unbalanced and out of whack.
Please 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 this 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. Most board members are good people who genuinely want to help. They just need your support and encouragement along the way.
Please 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…
Details
Are you throwing your former board members out like yesterday’s trash? You are if you don’t continue to build relationships with them and let them know how special they are.
Every single communication with a former board member should let them know you know who they are. One of the foundations of Penelope Burk’s groundbreaking work in Donor-Centered Fundraising is the finding donors want one thing first and foremost: “Show me that you know me.”
If you treat former board members like they’re toast, don’t be surprised when they start sending you little bread crumbs instead of the whole slice – or loaf – they once sent. People want to be appreciated. It’s just human nature.
Stop blaming board members for stopping loving you. Instead, focus on not stopping to love them!
Former board should be one of your top segments for cultivation! They have a deep understanding of your vision, mission and values. For years, they made your nonprofit one of their top philanthropies. They may even have included you in their estate planning!
Former board have numerous connections to your cause; don’t lose them! They may have relationships with staff or even beneficiaries. They also have connections with each other. At one point you were part of their identity and family. You likely have a special place in their heart.
Don’t stop making beautiful music together! Continue to treat them personally, unless they specifically ask you to stop. Don’t simply relegate them to your impersonal e-news mailings or mass annual appeals. Treat them like major donors and develop a love and loyalty strategy that invites them to stay engaged with you, albeit in a new way.
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Tomorrow is “leap day” — that little something extra we’re given every four years, just to slow things down a bit and make February last a bit longer.
Leap day has something in common with nonprofit boards of directors — that little something extra we’re given — volunteers put in charge of the business; something that sometimes has an unfortunate tendency to slow things down and make decision-making take a lot, lot longer than it should.
Sound familiar?
Work in a nonprofit organization for any period of time, and you’re likely to hear yourself or someone else complain:
When asked by BoardSource, more than 1,000 nonprofit leaders gave nonprofits boards a “B-minus” grade in overall performance. Almost a third of nonprofit CEOs reported being unhappy with their boards’ support of them in their role as leader, and many of these folks were considering leaving their positions. When it comes to community relations and fundraising, CEOs rated their board members even worse — giving them a C! This is barely a passing grade.
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If you’re coming at fundraising from the perspective of “no pain, no gain,” I’d like to suggest you reframe your approach.
Especially when it comes to asking individuals, one-to-one, for passionate gifts.
As long as you hate it, you’re never going to be effective.
In fact, if anyone in your organization feels this way, you’re shooting yourself in the foot.
Why?
Because… (I really hate to break this to you)…
Donors can tell.
When donors can sense you’d rather be doing anything else than asking them for a gift, guess what happens? They follow your lead! In other words, they feel like they’d rather be doing anything else than making a gift.
Uh, oh. How can you change this equation?
DetailsRecently I posed the question “To board or not to board?”
It was meant to be rhetorical. To get you to think about what may/may not be working with your board. And/or with the board’s relationship with your E.D. And/or with your board’s engagement with fundraising. Because unless you’ve got smooth sailing in these regards, it’s going to be difficult to “Dive the 5” Fundamentals I’m encouraging you to focus on this year.
Ah, pre-conditions. They’ve always got to be in place. First.
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