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Training Your Nonprofit Board for Fundraising Success

Training Your Nonprofit Board for Fundraising Success




A constant challenge for nonprofits of all shapes and sizes is keeping Board members excited and dedicated to raising funds. Most Boards contain a few fundraising superstars – and then many other dedicated volunteer leaders who “hate asking for money” and “aren’t good at fundraising.”

It doesn’t have to be this way! With the right framing, training, and guidance, any and every Board member can play an important role is raising the funds your nonprofit needs to grow and thrive.

Join Avrum Lapin, Senior Partner and Director, and Lansie Sylvia, Director of Communications, from the EHL Consulting Group for a free workshop customized for executive-level nonprofit leaders, and hosted by the Regional Foundation Center at the Free Library.

We will discuss new ways to frame fundraising as a multi-faceted process with many opportunities for participation, outline basic training techniques, and share Board fundraising success stories.



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  • The Board of Directors for a nonprofit organization is a group of individuals who are legally and financially responsible for the conduct of the organization. 

Training Your Nonprofit Board for Fundraising Success Training Your Nonprofit Board for Fundraising Success Presentation Transcript

  • Preparing Your Nonprofit Board for Fundraising Success Avrum Lapin & Lansie Sylvia The EHL Consulting Group, Inc. @EHLConsultGrp
  • The EHL Consulting Group, Inc. • More than 20 years of experience in… – Fundraising & Campaign Management – Strategic Planning – Leadership Development – Nonprofit Business Planning – Creating Innovative Campaigns – Donor Research & Stewardship • We have worked with 400+ nonprofit organizations. www.ehlconsulting.com
  • What is a Board of Directors? The Board of Directors for a nonprofit organization is a group of individuals who are legally and financially responsible for the conduct of the organization. www.ehlconsulting.com
  • Defining Your Board: Key Responsibilities • All Board Members must fulfill their responsibilities to the nonprofit that they represent: – Fiduciary Oversight – Expansion and Diversification – Training and Orientation – Board Member Giving – Encouraging a “Culture of Philanthropy” www.ehlconsulting.com
  • Understanding Your Board: Ideal Characteristics • Your Ideal Board Member should be: – – – – – Passionate Connected Active Committed Confident • These traits directly relate to fundraising! • Honorary vs. Hands-On www.ehlconsulting.com
  • Playing to Their Strengths: The Seven Faces of Philanthropy • Profiling the personalities of your Board: – – – – – – – Communitarian Devout Investors Socialite Altruist Repayer Dynast Giving is good business. Giving is God’s Will. Giving is a worthy transaction. Giving is fun. Giving is a moral imperative. Giving is an expression of gratitude. Giving is part of a family tradition. • Use their natural tendencies to raise funds! www.ehlconsulting.com
  • Your Board and Fundraising: Starting with the Basics • Set Clear Expectations • Link Fundraising to the Mission • Facilitate Mentorship • Provide a Reading List • Why is Fundraising an Imperative? www.ehlconsulting.com
  • Fundraising With Your Board: You’re All in This Together! • Giving and Getting • Lead by Example • An Engaged Board = A Strong Board • Doing and Thinking at the Same Time www.ehlconsulting.com
  • Encouraging a Culture of Philanthropy: High Expectations = Strong Results • Affirm the Rules and Expectations • Written Job Descriptions for Board Members & Committees • “Rule of Engagement” with Executive Staff • “Celebrate what you want to see more of.” • Make ‘em Work to Keep ‘em Happy!
  • Training Your Board: A Team Approach to Making the “Ask” • An essential fundraising responsibility of Board members is accompanying Executive Staff on major donor “asks.” – Prospect Research – Who will make the ask? – The value of a team approach • Answering the Three Essential Questions for the “Asker” and the Donor: – Why me? Why now? What for? www.ehlconsulting.com
  • Defining Effective Leadership for Fundraising • Definitions vs. Assumptions – Who is doing what? – Who is the project leader? – When will Board members be utilized? • Shared Mission Between Board and Staff – Org is responsible for all follow-up and reporting. – Board members can be advocates and “sales force,” but staff members must ultimately make it happen.
  • Retaining Your Board: The Importance of Board Stewardship • Board members are leaders as well as donors, and it is important to treat them as such! – Personalized Thank You Notes – Periodic Phone Calls – Recognition During Events – Highlight Board Members in Communications – Ask for Advice! www.ehlconsulting.com
  • Final Thoughts + Q&A Setting clear expectations, recruiting the right people for the right jobs, and appreciating unique talents are the keys to building a Board of Directors that raises funds successfully. www.ehlconsulting.com
  • For More Information: Our website: www.ehlconsulting.com Avrums’s email: alapin@ehlconsulting.com Lansie’s email: lsylvia@ehlconsulting.com Facebook: www.facebook.com/ehlconsulting Twitter: @EHLConsultGrp
  • Copyright © Lansie Sylvia 2013 All Rights Reserved. No part of this presentation or associated documentation may be reproduced without written consent from the author. www.ehlconsulting.com