Nonprofit Board Engagement Software

Start with one initiative

A board-wide message asking for support can leave everyone wondering what to do next. Start with an outcome that people can understand: identify a corporate sponsor, recruit four mentors or find professional advice for an upcoming project. Explain the need, the reason and the useful next step.

Coordinate fundraising introductions

When you have a target person or company, add the prospect and explain the connection you hope to make. Members can identify relationships and offer help. A response is a starting point for a conversation; an introduction is not a guaranteed donation.

• Identify the prospect and the purpose of the introduction.
• Ask for a realistic next step, such as a conversation with a partnerships team.
• Review offers and keep the resulting commitments visible.

Organize volunteer and expertise asks

A useful contribution is not always financial. Ask for mentors, event help, employer volunteer teams, a venue or specialist expertise. Keep the task and timing clear so a member can make a realistic commitment.

Make the first week useful

Before bringing a board into a new tool, prepare a small set of real asks. Have a coordinator ready to review responses and follow through. Members should arrive to something they can act on, rather than a blank dashboard.

Keep coordination distinct from relationship ownership

Organization staff manage shared work. Members decide what relationship information to contribute. Joining an organization does not automatically expose someone’s private network.