Sample Board Fundraising Expectations

• Published date: 01 December 2020
• DOI: http://doi.org/10.1002/ban.31190
• Date: 01 December 2020

6 Board & Administrator

DOI 10.1002/ban © 2020 Wiley Periodicals LLC • All rights reserved

Resource

Sample Board Fundraising Expectations

Board of Directors

Individual Fundraising Plan

Please complete this form as your FYXXXX fundraising plan, by confirming your personal gift, choosing the donor

development activities you will participate in, and setting goals in those areas. It is important that each board member

commits to at least one donor development activity.

My nancial investment in

Board members of are each expected to make an annual gift in an amount that is personally sig-

nificant to them. Gifts may be pledged and paid over monthly or quarterly installments throughout the fiscal year, paid

by gifts of appreciated securities, or to include matching gifts from your employer.

My personal donation for FYXXX: $____________________

My company will match this amount: $____________________

Donor Development Activities

Ambassador

• Attend anization> events and send information on donors and prospects to staff.

• Invite friends, colleagues and/or relatives to events.

• Host a house party or invite a friend to host a house party. As host of a party, you will underwrite the cost of

food and drink, and open up your home to friends and family.

• Months that are best for me: __________________________________________

Connector

• Provide a list of prospects for donor cultivation and solicitation. The development director and fundraising

committee will work one-on-one with you to develop an effective strategy for inviting your family, friends or col-

leagues to support the work of .

• Arrange a prospective donor meeting with an individual, corporation, foundation or governmental agency

that can provide new funding to . Solicitation of prospective funding is more effective when per-

sonal contact is made. Additionally, you may know of trustees who can make discretionary grants to ganiza-

tion>, or can be especially helpful in advocating for on key proposals.

• I am interested in facilitating a donor meeting or specic communication with foundation trustees.

• Watch for names of prospects from annual reports, newspapers, etc., and send to staff.

Solicitor

• Participate in major donor fundraising by serving as a contact, participating in a meeting, and/or making ask(s).

• My goal to raise through major donor fundraising: $________________

• Solicit a sponsor for an event. Events are an important opportunity to solicit corporate sponsorship, or to

invite the support of other potential donors. .

• My goal to raise through an event: $________________

Steward

• Make thank-you calls to donors and supporters. This activity involves calling and/or emailing donors just to say

“thanks.” It is an opportunity to thank the donors for their support, answer any questions and learn more about the donor.

• Write notes to major donors on event invitations, annual solicitation letters, etc.

My overall fundraising goal: $______________________

I agree to fulll the above-stated fundraising goals to the best of my ability.

_______________________________________ ______________

Board Member Date

Source: Barbara O’Reilly, CFRE, Founder and Principal, Windmill Hill Consulting. For more information, visit https://

www.whillconsulting.com. ■