How To Involve Your Board In Year-End Fundraising

Erika Moczulewski

How do you engage your board at year-end?

Your board members can be important partners in your year-end fundraising campaign. But how do you inspire them to participate? What’s the role of staff in making board fundraisers successful? This week on The Responsive Weekly, Erika Moczulewski of Evolve Giving Group joined us to talk about empowering your board to fundraise this year-end season.

The Quick Summary

Watch the Full Recording Here

Top Takeaways

  • Be selective about your year-end fundraising activities. Focus on quality over quantity and strategy over busyness.
  • Be strategic. Pull your lists, identify where you should prioritize targeted outreach, determine where your board can make the most impact, and then create volunteer opportunities for your board that align with your strategy.
  • Your board members can take on different roles in fundraising: Ambassadors, Advocates, and Askers. There’s more to do than making asks; board members can open doors, recruit new board members, talk about your organization to their friends, make thank you calls, write personal notes on letters, and more.
  • As your board begins their year-end projects, support them by tracking progress, checking in, and revisiting strategy as needed. Remember, your board members are both volunteers and donors, so this is an opportunity for you to build your relationship with them, too.
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