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Gift Planner Beth McCray shares her tips for activating nonprofit board members.

Board members can be your organization’s greatest advocates, but building an engaged, effective Board of Directors takes time and effort. If your board isn’t quite where you’d like them to be, our team can help.

In a new video, part of our ongoing Nonprofit Toolkit, Gift Planner & Nonprofit Strategist Beth McCray shares her tips for building an engaged and active board of directors.

Creating Strong Advocates

"When someone joins your board, they are making a public commitment to support, strengthen and provide their leadership and expertise so your organization’s mission can flourish and thrive,” says Beth. “But every board is different, so how do you prepare your board members to be effective advocates?”

In her video, Beth shares a few tips for cultivating board advocacy, including:

  • Equip and inform your board members — make sure they know your fundraising goals, and any planned giving or endowment goals your team is working on.
  • Prepare a dashboard to make critical updates and information easy to read at a glance.
  • Hold your board members accountable — what are some ways you can support your team in keeping your board accountable to their own goals?

From Advocates to Fundraisers

“I’m a firm believer that fundraising is a major responsibility of being on a board. It’s something that not everyone is great at, but there are little things that each member of your board can do to make sure your organization is successful,” Beth says.

Among these board fundraising tips are:

  • Help your board members understand the needs and goals of your organization. This is especially helpful as they work to connect your organization with potential donors.
  • Encourage your board members to review the policies and procedures related to giving and endowments.
  • Education is key. Our team hosts periodic seminars on planned giving and endowments that your board members can attend. If you are a nonprofit fundholder with the Foundation, our team can also join your next board meeting to provide helpful tips and training around fundraising.

When someone joins your board, they are making a public commitment to support, strengthen and provide their leadership and expertise so your organization’s mission can flourish and thrive.

Beth McCray, gift planner & nonprofit strategist

Working with your board to further your organization’s mission and goals may seem overwhelming, but we can help. Find more tips like this in our Nonprofit Toolkit, or contact Beth. We’d love to work with you on a personalized approach to help you achieve your goals.

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