Welcome to another installment of Quick and Easy Tips for Fundraising Success. You can read other posts in the series here.
Today’s tip: Schedule donor meetings first, then invite board members
But don’t ask your board to do the tedious work of scheduling the meeting – the back and forth emails, phone calls or texts to find a date and time. Make it easy for them by taking charge of scheduling the meeting.
Once you have secured a date and time with your donor, email your board sharing the time and place and inviting someone to join. If more than one board member is available for a particular meeting, try to “spread the love” so to speak, by ensuring that each board member plugs into at least one meeting each year (or quarter).
As a bonus, this schedule-the-donor-first approach spares you the extra challenge of coordinating availability for three people, instead of just two!
Pre-scheduling works well for site visits, too. If you have funders, prospects or donors visiting your facility, invite board members to join after the date is set. You can also invite development committee members or any other group of volunteers – even key staff – to plug into a meeting that’s already on the calendar.
One final tip: Boost your efficiency by sending out a list of upcoming meeting/visit dates rather than a steady stream of emails with just one date. It will be easier for both you and your volunteers to keep track of options.
If you try this “Schedule first” approach, let me know how it goes! And if you have other ideas for engaging your board in fundraising, please share in the Comments box below!
Special gift for you: Conquer Your Fear of Asking for Money, a step-by-step guide, is available here (click).