Discover Your Board Fundraising Profile

Getting Started

Thank sponsors and supporters for attending.

Share why the organization's mission excites you.

Talk with someone about supporting the organization financially.

Make sure I've already made my own contribution.

The amazing people I've met through the organization.

How much I appreciate the people who make the work possible.

The impact the organization has on the community.

Why investing in the organization makes a real difference.

Why I personally choose to support the mission.

"You always know the right people to connect."

"You're confident having important conversations."

Recruiting new supporters to attend an upcoming event.

Calling donors to thank them for their generosity.

Sharing stories about the organization's impact.

Making my annual board gift early to encourage others.

Step 1 of 5: Your Natural Instincts

Ask how they've been doing and thank them for everything they've done for the organization.

Share an exciting update about the organization's recent impact.

Introduce them to someone you think they'd enjoy meeting.

Ask about what continues to inspire their support and explore future involvement.

Tell them how meaningful it is that board members also invest personally in the mission.

Tell them a story that shows why the mission matters.

Introduce them to staff, volunteers, or other supporters.

Invite them to consider becoming a donor or member.

Share why you personally choose to support the organization.

Make sure they feel welcomed and appreciated.

Seeing someone feel genuinely appreciated after you've thanked them.

Watching someone become excited about the mission because of a story you shared.

Helping two people make a connection that benefits the organization.

Helping someone decide to make a meaningful gift.

Leading by example and inspiring others through your own generosity.

I had several meaningful conversations with supporters.

I helped new people discover our mission.

I connected people who can strengthen our community.

I inspired someone to make or increase a gift.

I demonstrated my own commitment to the organization's success.

Step 2 of 5: Building Relationships

Personally making one of the campaign's first gifts.

Meeting with prospective donors to discuss the campaign.

Sharing the campaign with my network and encouraging others to get involved.

Thanking early donors and celebrating their generosity.

Introducing new people who could become supporters.

I believe leadership begins with leading by example.

I enjoy helping people make meaningful decisions.

I love helping people understand why a cause matters.

I enjoy making people feel valued and appreciated.

Several new major donors committed to the campaign.

Our campaign story reached thousands of new people.

Donors shared how appreciated they felt after our stewardship efforts.

Board members introduced dozens of new community connections.

"I'd encourage you to join me by making a gift."

"I'd love to talk about ways you can make an impact."

"Let me tell you why this mission is so important."

"Thank you—that willingness to help means so much."

"I'd love to introduce you to some incredible people involved in our work."

Step 3 of 5: Leading Through Fundraising

Invite friends, colleagues, and community members to attend.

Call donors after the event to thank them personally.

Help promote the event by sharing why it matters.

Meet with prospective sponsors or major donors before the event.

Make my own gift early and encourage fellow board members to join me.

Suggest someone the organization should get to know.

Celebrate and recognize supporters who've made an impact.

Remind the group to keep the mission at the center of the conversation.

Encourage the board to think bigger about fundraising opportunities.

Lead by demonstrating my own commitment first.