How to Be an Effective Board Member of a Non-Profit

 

Board members are recruited for a variety of reasons.  Some individuals are talented fundraisers and are sought by charities for that reason.  Others bring credibility and prestige to an organization.  But whatever the reasons for service the principle role of a board member is stewardship.  The directors of a non-profit are ultimately responsible for the management of the affairs for the charity.  This requires active participation.  One of the most important functions of the board is keeping the resources and efforts focused on the charity’s mission.  This requires the board to have an adequate understanding of the organization’s programs, people, and resources available to achieve the organization’s goals.

JoAnn Albers

Fundraising Consultant

www.albersconsultingllc.com

 

Trustees Roles and Responsiblities (Part 2)

Trustees must provide a core of volunteer leadership for the program.  Whether it’s an annual appeal, capital campaign or planned giving effort, the steering committee for such an effort is largely composed of trustees.  Their participation enables them to speak with authority in favor of the institution’s development plans.  Their influence is brought to bear on other volunteer workers.  And they get actively involved in cultivation and solicitation of donor support.  Although staff work is central in the development of an effective fundraising effort, there is a special and crucial role for trustees.  Trustees must be in a position to make a give or be an influential means of obtaining a gift.

Trustees Roles and Responsibilities (Part 1)

Top trustees make a decisive difference in an organization’s fundraising success.  Although staff and board must work together closely to achieve institutional success, the board sets the pace for direction and future development.  Trustees determine the organization’s long range plan.  They also determine the organizations policies and priorities; the guidelines for staff work.

The first requirement for putting together an effective fundraising program is for the board to make this a priority of the organization.  For staff to invest the amount of time and resources necessary to build a truly effective development program they must be assured, through board action, that this is a major institutional priority.

Thoughts on Top Trustees

There are several key steps that trustees must take to assist in fund development.

Prospects: Top trustees constantly provide new gift prospects and updated information for current donor files.

Evaluation: Top trustees elevate the giving potential of prospective donors they know or know about.  This must be done as a formal process in a confidential setting.  The same trustees help match the best solicitor with these top prospects.

Cultivation: Top trustees as leaders in their community or profession are the best qualified to conduct cultivation on an informal basis.

Solicitation: Many times trustees are reluctant to “close the deal” or they often fail to ask for enough.  Top trustees demonstrate their commitment by giving generously and by enthusiastically asking others to do the same.

The role of the trustee is crucial.  Without the active involvement of the board, the fundraising effort will lack spirit, even credibility.  By their participation, board members lend a sense of urgency to the whole development effort.  Top trustees make an organization succeed.  Top trustees are the result of an effective partnership of staff and highly qualified board members.