Slides from a from a webinar which took place on 13 September 2018, presented by Carol Weisman, president of Board Builders, and Dan Francis, governance consultant at NCVO. View a recording of the webinar here: https://www.youtube.com/watch?v=sYc9i8DwQC8

1. How to help your board
get involved in fundraising
With
Carol Weisman, MSW, CSP

2. I didn’t vote for him!
Photo by Irishnews.com

3. Good surprise Bad surprise
Winning the Irish
Sweepstakes
Joining a board and
hearing afterwards that
you have to give or get a
big donation

4. MYTH: American board
like to fundraise.
Americans dislike asking for money
as much as the boards in any
country.
The difference is that we have been
doing it longer and some people
have grown to do it well. The major
complaint of staff is that their
boards won’t raise or donate funds.

5. How are you currently
supporting your mission?
• Government Grants
• Foundations (family, corporate, associations)
• Crowd sourcing
• On-line
• Federated giving
• Annual giving
• Events
• Planned giving
• Major gift fundraising
• Direct mail (different from annual appeal)
• Membership
Do you know how much it costs to funds?
What is working?
What should be dumped?

6. Look no further than NCVO’s
https://knowhownonprofit.org/ specific
information on fundraising:
https://knowhownonprofit.org/funding
Other resources
Where to find useful information on fundraising in England?

7. Three Strategies you need to
commit to if you want a
fundraising board:
1. Be clear on your fundraising strategy
2. Get buy in from current members.
3. Create a fundraising training plan for your board.
The story on Gonz
Fernandez

8. Is the talent in
the room?
NCVO has a great skills audit
on NCVOKnowHownonprofit.org
Dr. Edie Zusman, Neurosurgeon, Mom and
Board Chair
A skills audit is a useful way of
identifying what trustees bring, and
the gaps in skills and knowledge on
your board. It can be useful when
you’re looking to recruit new
trustees.

9. The Recruiting Process-
Big picture
1. Determine what kind of a board you are going to
have…local, regional, advisory, governance
2. Identify a need on the board.
3. Determine who would be a good candidate.
4. Send e-mail to the entire board to make sure there
is no conflict of interest.
5. Contact the person to see if there is interest
6. If there is interest, but no time, but on committee or
wait until another year.
7. Make sure there is adequate healing if the potential
volunteer/board member is a survivor.
8. Share the board agreement with candidate so that
candidate understands responsibilities.
9. If there is interest, propose to board, take a vote.
10. When board votes yes, proceed with orientation.
11. If you have a mentor program, assign mentor.
12. Welcome new member on board.

10. Board
Commitment
Letter
Attendance policy
Financial expectations
(donation, meals, travel etc. Who
pays?)
Committee assignment
Role in special events
Educational opportunities and
expectations
Send two copies, one for board
member, one for office

11. Where to find trustees
Trustee bank websites
NCVO Trustee Bank www.ncvo.org.uk
Charity Job: www.charityjob.co.uk
The Guardian: www.theguardian.com
Matching programmes
ICAEW Volunteer: www.icaewvolunteers.com
Step on Board www.steponboard.co.uk
Reach Skills: www.reachskills.org.uk/Do-it.org
Search firms
Trustees Unlimited: www.trustees-unlimited.co.uk
Traditional headhunters and recruitment firms: Odgers, Saxton
Bamphylde, Prospectus
Your network

12. A few more
places to
look for
great board
members …
The society pages
A Business Journal
Human resource directors
Professional publications
At special events
Your digital platforms:
Include with very specific requirements

13. More places to look for folks
Focus groups
Children of
current
members
Professional
networking
events
Doctors and
Placement
firms
Chamber of
commerce
Board banks Donors
Estate Agents
·
Clubs and
service
organisations

14. Train your board how to fundraise at your next retreat, as part of
every meeting, with on-line video assignments or share books
papers, newspaper or journal articles.
As the Bard once said, “Some are born to fundraising, some
achieve it, and some have fundraising thrust upon them.”

15. Your board…
sticks or carrots?

16. Special thanks to my friend and colleague Tesse Akpeki for translating my slides from American to
English and to Dan Frances for his help in sharing specific NCVO resources.
Tesse and I bought this jacket together in St. Louis Dan buys his own clothes

17. Other resources…
https://www.institute-of-fundraising.org.uk/
- the membership body for professional
fundraisers, who offer lots of development
and training in this area
https://www.fundraisingregulator.org.uk/ -
the relatively new regulator of fundraising
who are responsible for the fundraising
code - so boards can make sure they follow
the rules and build trust through their
fundraising work.

18. .
Carol is often asked
if she will work for
free. Check out the
answer at
http://www.boardbu
ilders.com/about-
carol/will-carol-
work-free
For more information on
how to recruit and
fundraising, feel free to
call Carol at
314 863 4422,
or e-mail at
Carol@BoardBuilders.com,
www.BoardBuilders.com
Some of
Carol’s most
Recent
books…