{"id":115158,"date":"2024-08-02T05:00:00","date_gmt":"2024-08-02T09:00:00","guid":{"rendered":"https:\/\/bloomerang2dev.wpengine.com\/?p=115158"},"modified":"2025-08-29T15:54:00","modified_gmt":"2025-08-29T19:54:00","slug":"foolproof-3-step-strategy-to-turn-board-members-into-fundraisers","status":"publish","type":"post","link":"https:\/\/bloomerang.com\/blog\/foolproof-3-step-strategy-to-turn-board-members-into-fundraisers\/","title":{"rendered":"Foolproof 3-Step Strategy To Turn Board Members Into Fundraisers"},"content":{"rendered":"

It’s not too early to begin planning your fundraising strategies for the fall and end of the calendar year.<\/b> You’re probably already thinking about your mail appeal. But what about person-to-person major gift fundraising? For most nonprofits, the lion’s share of money comes from the smallest group of people. Many of these folks respond well to in-person cultivation. Not to mention being asked to give by people who they know, like or admire.<\/p>\n

Engaged board members can really help make year-end fundraising soar<\/h2>\n

But how do you turn board members into fundraisers? <\/b>You need a board engagement strategy<\/a>!<\/p>\n

Late summer is a great time to hold an \u201cinspiring philanthropy\u201d (aka board fundraising training) session<\/h3>\n

Consider who your potential advocates are (e.g., board, advisory group members, committee members, active volunteers, major donors, key staff), and invite them all to attend. You might do this in lieu of a regularly scheduled meeting or perhaps as a separate session. Whatever you do, don\u2019t give it short shrift. You\u2019ll need 60 to 90 minutes to gracefully cover the territory.<\/p>\n

These sessions are best held in late August, September, or October \u2013 in time to fire folks up for year-end major gift asks. You\u2019ll want to be prepared to then immediately provide volunteers with assignments so they can hit the ground running!<\/p>\n

TIP:<\/b> The key to getting board members to do what they\u2019re predisposed to hate (i.e., \u201cfundraising\u201d) is to reframe the session as being about something they\u2019re predisposed to love (i.e., \u201cphilanthropy\u201d \u2013 which literally translates from the Greek to love (<\/b>philos<\/i><\/b>) of humanity (<\/b>thropos<\/i><\/b>).<\/b> And maybe even throw in something else folks love! I’ve run sessions entitled “How Philanthropy Can Be as Addictive as Chocolate.” I’ve even offered chocolate tastings at these events (if you’re going virtual, you could mail some sample chocolate kits in advance). I’ve found folks enjoy this approach so much more than “Fundraising Training Sessions,” so you’ll get a larger turnout. Plus, you’ll energize folks a lot more than if you start from the perspective of: “this is your chore<\/i>; you must<\/i> do it, even if you hate<\/i> it.” Your goal is to get your board members to LOVE facilitating philanthropy<\/a>!<\/p>\n

Consider inviting an experienced fundraiser and meeting facilitator to run the session<\/h3>\n

Why hire a facilitator<\/a>? While you can definitely do it on your own by following the tips below, I often find board members are more receptive and open-minded when an outsider is brought in. They listen more. They believe more. They are more relaxed and less combative.<\/p>\n

Sorry, but it\u2019s just the nature of the beast. And, since you\u2019re likely going to be raising major<\/i>\u00a0gifts, it will be money well spent!<\/p>\n

TIP:<\/b> If you do hire a facilitator, I suggest you tell them you\u2019d like them to follow the agenda outline below:<\/p>\n

I. Introductions<\/h2>\n

A. Ask folks to describe why they became involved with your organization, and what continues to keep them passionate and inspired<\/h3>\n

Give each person a turn if you have a small board; otherwise, pair folks up and have them break into new pairings several times\u00a0(you can do this virtually using breakout rooms). Your objectives are to:<\/p>\n

    \n
  1. get folks comfortable telling their own story, and<\/li>\n
  2. fire folks up from listening to other people\u2019s stories.<\/li>\n<\/ol>\n

    TIP:<\/b> The more opportunities folks have to tell the story of their involvement, the more comfortable they\u2019ll become sharing this story with others. <\/b>Usually, folks will have a personal connection to the cause. Or they\u2019ll have an outcome story to tell \u2013 something they remember from having been involved with you over a period of time. Ask board members \u2013 and staff too \u2013 to engage in some form of this exercise at least annually.<\/p>\n

    B. When storytelling has concluded, ask the group for feedback<\/h3>\n

    Ask first for volunteers. Then call on those who may be a bit shy.<\/p>\n

      \n
    1. How did it feel?<\/li>\n
    2. What did they learn?<\/li>\n
    3. Did telling their story feel at all scary?<\/li>\n
    4. Did it feel less<\/i> scary than asking for a gift?<\/li>\n
    5. Do they think they could consider reframing ‘fundraising’\u00a0as ‘storytelling’ moving forward?<\/li>\n<\/ol>\n

      TIP: This is often a time where I ask folks if they could they maybe move from ‘fighting’ to ‘inviting’<\/b> (e.g., shift from phrases like “It’s time for me to hit you up” or “twist your arm” to offers like “I’ve got a great opportunity for you” or “Would you like to join us?”).<\/p>\n

      II. Philanthropy, not fundraising<\/h2>\n

      A. Discuss why you do fundraising<\/h3>\n

      To create happy endings! For your organization, for those who rely on you, and also for your supporters. Talk about the need people have to enact their values and be part of something larger than themselves.<\/p>\n

      Make this another opportunity to frame what you’re doing as storytelling<\/i>. You’re helping<\/i> prospective donors visualize the story of your cause.<\/p>\n

      Think about different story protagonists. These are the people, animals, places, or values you\u2019re trying to sustain, restore, or heal. Next, think about the problems these protagonists must overcome. Maybe your board members even relate personally to some of these problems, and that\u2019s why they joined your board. Finally, talk about outcomes you \u2013 and your prospective donors \u2013 seek. This is where you connect the donor’s own personal narrative to your collective narrative.<\/p>\n

      TIP: Teach your board askers to begin by engaging in dialogue with their assigned donors.<\/b> Effective philanthropy facilitation is never, ever a monologue! Engaging supporters requires asking some generative, open-ended questions that will help board members learn more about what floats their assigned donor\u2019s boat. They can simply ask the same question you asked them at the beginning of your \u201cInspiring Philanthropy\u201d session: \u201cWhy did you first give here?\u201d<\/i> \u201cWhat keeps you giving?\u201d<\/i> Other questions might include: \u201cWhat programs interest you most, and why?\u201d \u201cWhat problems feel most pressing to you right now?\u201d \u201cWhat questions might you have of me?\u201d<\/i>\u00a0 Encourage your askers to listen twice as much as they talk.<\/p>\n

      B. Discuss the fact that both askers and donors are ’empowerers’<\/h3>\n

      They bring your stories to life. They give the stories you tell happy endings. They help those you serve stand up and fight, making askers, donors, and your beneficiaries heroes in their own right. Your job is simply to facilitate<\/i> their empowering philanthropy.<\/p>\n

      TIP: Reframe fundraising in your own mind. <\/b>It\u2019s important to really believe this is a noble, rather than an evil, pursuit. Asking isn\u2019t begging. Asking isn\u2019t taking something away. Asking is giving<\/i> folks an opportunity to join in something wonderful. If you\u2019re excited about a new restaurant, you share it \u2013 right? If you experience a wonderful movie, you share it \u2013 right? Don\u2019t be stingy when it comes to sharing what\u2019s wonderful about your cause.<\/p>\n

      III. Overcome fear of fundraising<\/h2>\n

      A. Discuss what folks are afraid of<\/h3>\n

      The only way to overcome fear is to address the elephant in the room. Usually, it boils down to two things: (1) fear of rejection, and (2) fear of looking dumb or unprepared.<\/p>\n

      Tease these fears out by asking folks what words they associate with fundraising. Then ask them what words they associate with philanthropy.\u00a0You may be surprised with the results<\/a>.<\/p>\n

      TIP: Too often, people categorize \u201cfundraising\u201d as an onerous chore. <\/b>Often, the feeling fundraising is burdensome comes from a previous negative experience \u2013 perhaps when they felt rejected or perhaps when they were on the receiving end of an ask they didn\u2019t feel good about.\u00a0 Overcome that argument\u00a0this way<\/a>.<\/p>\n

      B. Destroy the money taboo<\/h3>\n

      People think fundraising is about money, and they hate to talk about it. Persuade them it\u2019s not about money. It\u2019s about outcomes. Money is just a symbol of what it can accomplish.<\/p>\n

      TIP: Usually, what folks are telling themselves is that fundraising is begging. <\/b>Use your board session to retire this outdated \u201ctin cup\u201d notion. Overcome that argument\u00a0this way<\/a>.<\/p>\n

      C. Help board stop wallowing in negativity about fundraising<\/h3>\n

      What they need help understanding is that they\u2019ll gain a boatload of satisfaction by connecting with their own passion and then helping others enact their similar passions. You can help them become inspired this way<\/a>.<\/p>\n

      TIP: Consider asking them the following questions:<\/b><\/p>\n

        \n
      1. What are you telling yourself that keeps you focused on the negativity?<\/li>\n
      2. What will you have to give up to leave the painful associations behind?<\/li>\n
      3. What will you gain from leaving the pain behind?<\/li>\n
      4. Who benefits from you staying in pain and self pity?<\/li>\n<\/ol>\n

        Closing thoughts: Turn board members into fundraisers<\/h2>\n

        In the end, it should become abundantly clear to everyone that when board members don\u2019t engage enthusiastically in fundraising, no one benefits. It\u2019s a quadruple lose. A lose<\/b> for the organization; a lose<\/b> for the board member; a lose<\/b> for donors denied an opportunity to passionately invest, and a lose<\/b> for those who rely on your mission continuing to thrive.<\/p>\n

        But it\u2019s easy to turn board members into fundraisers once they understand the very special role they play.<\/p>\n

        What tactics do you employ to turn board members into fundraisers? Let us know in the comments.\u00a0<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

        It’s not too early to begin planning your fundraising strategies for the fall and end of the calendar year. You’re probably already thinking about your mail appeal. But what about person-to-person major gift fundraising? For most nonprofits, the lion’s share of money comes from the smallest group of people. Many of these folks respond well […]<\/p>\n","protected":false},"author":32,"featured_media":114479,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[],"tags":[],"cause":[],"article_author":[],"webinar_host":[],"topic":[31],"class_list":["post-115158","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","topic-boards-fundraising"],"acf":[],"yoast_head":"\nFoolproof 3-Step Strategy To Turn Board Members Into Fundraisers<\/title>\n<meta name=\"description\" content=\"Engaged board members can make year-end fundraising soar. 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W\/ a board engagement strategy!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/bloomerang.com\/blog\/foolproof-3-step-strategy-to-turn-board-members-into-fundraisers\/\" \/>\n<meta property=\"og:site_name\" content=\"Bloomerang\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/bloomerangtech\" \/>\n<meta property=\"article:published_time\" content=\"2024-08-02T09:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-29T19:54:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/bloomerang.com\/wp-content\/uploads\/2024\/06\/navigating-the-boardroom.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1245\" \/>\n\t<meta property=\"og:image:height\" content=\"500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Claire Axelrad\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@CharityClairity\" \/>\n<meta name=\"twitter:site\" content=\"@bloomerangtech\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Claire Axelrad\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/foolproof-3-step-strategy-to-turn-board-members-into-fundraisers\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/foolproof-3-step-strategy-to-turn-board-members-into-fundraisers\\\/\"},\"author\":{\"name\":\"Claire Axelrad\",\"@id\":\"https:\\\/\\\/bloomerang.com\\\/#\\\/schema\\\/person\\\/ab1b773459a2a4d53264fc80f7df61cf\"},\"headline\":\"Foolproof 3-Step Strategy To Turn Board Members Into Fundraisers\",\"datePublished\":\"2024-08-02T09:00:00+00:00\",\"dateModified\":\"2025-08-29T19:54:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/foolproof-3-step-strategy-to-turn-board-members-into-fundraisers\\\/\"},\"wordCount\":1542,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/foolproof-3-step-strategy-to-turn-board-members-into-fundraisers\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/bloomerang.com\\\/wp-content\\\/uploads\\\/2024\\\/06\\\/navigating-the-boardroom.jpg\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/bloomerang.com\\\/blog\\\/foolproof-3-step-strategy-to-turn-board-members-into-fundraisers\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/foolproof-3-step-strategy-to-turn-board-members-into-fundraisers\\\/\",\"url\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/foolproof-3-step-strategy-to-turn-board-members-into-fundraisers\\\/\",\"name\":\"Foolproof 3-Step Strategy To Turn Board Members Into Fundraisers\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/foolproof-3-step-strategy-to-turn-board-members-into-fundraisers\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/foolproof-3-step-strategy-to-turn-board-members-into-fundraisers\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/bloomerang.com\\\/wp-content\\\/uploads\\\/2024\\\/06\\\/navigating-the-boardroom.jpg\",\"datePublished\":\"2024-08-02T09:00:00+00:00\",\"dateModified\":\"2025-08-29T19:54:00+00:00\",\"description\":\"Engaged board members can make year-end fundraising soar. 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