Board members play a critical role in ensuring necessary resources – both human and financial – for any organization, however breaking down exactly what that means is often a mystery. Experience how to leverage the board ambassador role for ensuring financial resources and healthy processes for recruiting and engaging current and prospective board members.
The facilitated discussion will provide board and staff with information on:
• Nonprofit governance roles and responsibilities
• Shared leadership roles between board and staff
• The comparison between corporate and not-for-profit boards
• Strategies for serving as an ambassador to raise funds
• Specific tools for a strong board building cycle
Join this interactive session for the HomeAid Colorado board on best practices and strategies for strengthening current practices and setting the board and the mission up for success.
8. BOARD ROLES & RESPONSIBILITIES
Set Organizational
Direction
Provide Oversight Ensure Necessary
Resources
*BoardSource
9. 10 BASIC BOARD RESPONSIBILITIES
1. Determine mission and
purposes.
2. Select the chief executive.
3. Support and evaluate the chief
executive.
4. Ensure effective planning.
5. Monitor and strengthen
programs and services.
6. Ensure adequate financial
resources.
7. Protect assets and provide
financial oversight.
8. Build a competent board.
9. Ensure legal and ethical
integrity.
10. Enhance the organization’s
public standing.
*BoardSource
10. HATS WE WEAR
Legal Ambassador
Volunteer
Connections
Resources
Communications
Duty of Care
Duty of Loyalty
Duty of Obedience Board works for staff
Avoid micromanagement
*BoardSource
12. ASK THE RIGHT QUESTIONS
What?
Why?
How?
How does this serve our mission?
How does it fit our strategic goals?
What is our capacity?
What does success look like?Why is this important right now?
Why should we consider other options?
*Governance as Leadership
13. NPO & CORPORATE BOARDS
Legal
Requirements
Compensation Voting
Human Resources Committees Cash
Strategic Planning Clients
Funding Bottom Line
14. Create &
Review
Policy
CEO/ED
Hiring &
Oversight
Connections
to Funding
Financial
Due
Diligence
Board
Recruitment
& Retention
Policy
Questions
Staff Hiring &
Oversight
Develops,
Implements,
& Oversees
Programs
Chief
Fundraiser
Operations
Reporting
Strategic Plan
Fundraising
Plan/Strategies
Evaluation
Board Meeting
Prep
SHARED LEADERSHIP
BOARD OF DIRECTORS
EXECUTIVE DIRECTOR
(STAFF)
19. NONPROFIT REVENUE SOURCES
Diversity
is key
Individuals
Membership
Special
events
Foundation
grants
Government
grants
Corporate
sponsorship
Earned
income
Service
clubs
21. CODE OF ETHICS
DONOR BILL OF RIGHTS
GIFT ACCEPTANCE
GIFT RECORDING
GIFT ACKNOWLEDGMENT
PLEDGE POLICIES
GIFTS OF PERSONAL PROPERTY
IN KIND GIFTS
FINANCIAL CONTROLS
27. DONORS & GIVING
BEQUESTS/
PLANNED GIFTS
MAJOR GIFTS
Capital campaigns
Endowment campaigns
Special events
ANNUAL GIVING
Annual campaigns
Special events
Direct mail
Online giving
Membership programs
ONSITE/FIRST TIME GIFTS
Newsletters
Volunteerism
Social media
Peer-to-peer giving
New gifts
Annual donors
Midsize donors
Major donors
Planned
giving
28. FUNDRAISING PROCESS
PROSPECTING Identification Preparation
CULTIVATION
Build the
Relationship
Engage the
Donor
Ask for the Gift
STEWARDSHIP Recognition Reporting Communicating Engagement
35. 100% BOARD GIVING
Board Giving
Commitment
Open
Ended
Flexible
Specific
0%
10%
20%
30%
40%
50%
60%
70%
80%
HAVE POLICY PERCENTAGE
GIVING
100%
PARTICIPATION
68%
74%
46%
Board Participation in Giving
36. BOARD ROLES*
Meeting &
engaging
with people
Connector
Illustrating
the work in
a
compelling
way
Storyteller
Making the
case for the
future
Visionary
Asking for
specific
support or
involvement
Closer
*Creation in Common
43. WHAT MAKES ‘EM TICK
•Always YES
•Wants to help
everyone &
everything
•Caution!
OVER-COMMITTED
•Needs lots to
stay engaged
•Don’t let them
sit around
BUSY, BUSY, BUSY
•Verbal & print
•Use titles &
acknowledgm
ent
LIKES RECOGNITION
•Stays focused & on track
•Great for events
•May get discouraged by
others’ lack of support
ORGANIZER
•Lots of ideas for
improvement
•Pair with an Organizer
to keep things moving
CREATIVE
*Abigail Harmon
49. IT’S NOT ABOUT YOU
How does this serve the mission?
Does it fit our strategic goals?
What’s our capacity?
What does success look like?
Keep it high level!