100% Board Giving and Relationship Mapping Tempate

Subject: Following Up: Our First Step to Funding the Mission
Hi Team,
Thank you all again for your incredible energy and strategic input at our Resource Development Planning session. It was powerful to see everyone aligned and committed to building a sustainable future for our organization.
As we discussed, the most effective way to kickstart the plan we created together is for us, the leaders in this room, to make the first investment. Our 100% board participation is the vote of confidence that will inspire every other donor to follow our lead.
To make this process simple and official, I have two important forms for you attached to this email:
The 100% Board Giving Pledge Form: This is your personal commitment to the mission. Please fill it out to the best of your ability, remembering that our goal is 100% participation, not a specific dollar amount. Every gift matters and signals our unified strength.
The Relationship Mapping Form: This is the tool we will use to strategically and confidentially identify potential supporters within our collective networks. Please take 20-30 minutes to think through your connections—this is the first step to unlocking our hidden fundraising potential.
Please complete both of these forms and return them to me by [Date - e.g., end of day next Friday, July 4th].
This is the moment we move from planning to action. Thank you for being the first to step up. I am truly excited to launch this plan with you.
Best regards,
Name
Role

[INSERT YOUR ORGANIZATION'S LOGO HERE]
Board of Directors Annual Giving Pledge Form
Fiscal Year: [Insert Fiscal Year, e.g., 2025-2026]
Our Commitment as Leaders
As members of the Board of Directors, our leadership and personal investment are the foundation of our organization's fundraising success. Our unanimous participation sends a powerful message to our staff, volunteers, and community that we believe deeply in the mission and are committed to ensuring it is fully funded.
Thank you for making this personal commitment. Your gift, at whatever level is meaningful to you, is a vital first step in achieving the strategic goals we have set together.
Board Member Information
Full Name: _________________________________________________
Date: _________________________
1. My Commitment
( ) Yes, I commit to making a personally meaningful annual financial contribution to [ORGANIZATION NAME] as part of my leadership role on the board.
2. My Giving Plan
Total Pledge Amount for the Year: $______________________________
I will fulfill my pledge as follows (please select one):
( ) A one-time gift ( ) Monthly installments of $_____________ ( ) Quarterly installments of $____________ ( ) Other: ________________________________
Date I intend to complete my pledge payment(s): _________________________
3. Payment Method
( ) Check: My check, payable to [ORGANIZATION NAME], is enclosed.
( ) Online: I will make my gift online at [Insert Link to Your Donation Page].
( ) Stock or Other Assets: Please contact me to discuss making a gift of securities or other assets.
4. Recognition & Confidentiality
( ) I am comfortable with my participation being shared with the board, funders, or donors as part of demonstrating 100% board giving.
( ) I prefer my specific pledge amount to remain confidential among senior leadership.
5. Optional: Matching Gift
( ) I intend to request a matching gift from my employer.
Employer Name: _________________________________
Signature
By signing below, I affirm my commitment to 100% board giving and to leading our mission with integrity.
(Signature)
Thank you for setting the standard and investing in the future of [Organization Name].
For Office Use Only: Date Received: ____________ | Logged by: _______________ | Pledge Fulfilled: ( ) Yes ( ) No

[INSERT YOUR ORGANIZATION'S LOGO HERE]
Board of Directors Relationship Mapping Form
Unlocking Our Collective Network
As leaders and ambassadors for [ORGANIZATION NAME], our collective network is one of our most powerful, untapped assets. The purpose of this exercise is not to create a list of friends to ask for money. It is a strategic tool to help us identify individuals, businesses, and community leaders who may have a natural affinity for our mission.
Your role is simply to help us open the door; our fundraising team will take it from there. Your insights are invaluable. Please take 20-30 minutes to thoughtfully consider your connections across different areas of your life.
Board Member Information
Full Name: _________________________________________________
Date: _________________________
Instructions: For each category below, use the prompts to brainstorm individuals, companies, or groups. Please list anyone you know who might care about our cause, is a community leader, or has supported nonprofits in the past.
Section 1: Individuals (Personal & Community Networks)
Think about the people you know through your personal life, hobbies, and community involvement. Who in your network cares about our cause?
Members of your faith-based community?
Members of your civic clubs (e.g., Rotary, Kiwanis)?
Neighbors or friends who have expressed philanthropic interests?
Leaders from other nonprofit organizations who could be partners?
Name
Relationship (e.g., Friend, Colleague)
Why They Might Care / Background
Willing to Intro? (Y/N)

Section 2: Businesses & Companies (Corporate Connections)
Which businesses are you affiliated with (as an employee, customer, or friend), loyal to, or know to be active in community support? Many companies have matching gift programs or CSR initiatives.
Your current employer?
Your spouse's/partner's employer?
Former colleagues who are now leaders at other companies?
Key vendors or suppliers you have a strong relationship with?
Company Name
How Are You Connected?
Contact Person/Title
Willing to Intro? (Y/N)

Section 3: Professional Services
Think about the professionals you hire personally or for your business. These are potential in-kind donors, sponsors, or sources of expert advice.
Who is your Lawyer / Law Firm?
Who is your Accountant / Financial Advisor?
Who is your Bank / Banker?
Who is your Real Estate Agent or Insurance Agent?
Service (e.g., Law Firm, Bank)
Name of Person/Firm
Willing to Intro? (Y/N)

Section 4: Foundations & Grantmakers
Do you have a personal or professional connection—even a distant one—to anyone who works for or serves on the board of a philanthropic foundation or charitable trust?
Foundation Name
Your Connection / Contact Person
Willing to Intro? (Y/N)

Thank you for your thoughtful participation. Your network is a powerful force for good, and this exercise is the first step in channeling it to advance our shared mission.
Please return this worksheet to the board chair or the executive director.

How to Create Your Board Forms with Google Forms: A Step-by-Step Guide
This guide will walk you through creating two of the most critical tools for your board's fundraising efforts: the 100% Board Giving Pledge Form and the Relationship Mapping Form. Google Forms is a free and simple tool that is perfect for this task.
Part 1: How to Create the 100% Board Giving Pledge Form
Step 1: Create a New Form
Go to forms.google.com.
Click on "+ Blank form" to start.
Step 2: Set Up the Header
Form Title: [Your Organization Name] - Board Giving Pledge Form
Form Description: Copy and paste the following text:
As members of the Board of Directors, our leadership and personal investment are the foundation of our organization's fundraising success. Our unanimous participation sends a powerful message that we believe deeply in the mission and are committed to ensuring it is fully funded. Thank you for making this personal commitment.
Step 3: Add the Form Questions Click the "+" button to add a new question for each item below.
Full Name
Question Title: Full Name
Question Type: Short answer
Make this question Required.
Date
Question Title: Date
Question Type: Date
My Commitment
Question Title: My Commitment
Question Type: Checkboxes
Option 1: Yes, I commit to making a personally meaningful annual financial contribution to [YOUR ORGANIZATION NAME] as part of my leadership role on the board.
Make this question Required.
My Giving Plan
Question Title: Total Pledge Amount for the Year ($)
Question Type: Short answer (Set validation to "Number")
Pledge Fulfillment
Question Title: I will fulfill my pledge as follows:
Question Type: Multiple choice
Options: A one-time gift, Monthly installments, Quarterly installments, Other (please specify).
Recognition & Confidentiality
Question Title: Recognition & Confidentiality
Question Type: Multiple choice
Option 1: I am comfortable with my participation being shared (not the amount) to demonstrate 100% board giving.
Option 2: I prefer my participation and pledge amount to remain completely confidential.
Step 4: Share the Form
Once you are finished, click the "Send" button in the top-right corner.
Go to the link tab (🔗), copy the link, and you are ready to send it to your board members.
Part 2: How to Create the Relationship Mapping Form
Step 1: Create a New Form
Go to forms.google.com and click "+ Blank form".
Step 2: Set Up the Header

Form Title: Board of Directors: Relationship Mapping Form
Form Description: Copy and paste the following text:
As leaders for [ORGANIZATION NAME], our collective network is one of our most powerful assets. This is a strategic tool to help us identify individuals and businesses who may have a natural affinity for our mission. Your role is simply to help us open the door; our team will take it from there. Please take 20-30 minutes to thoughtfully consider your connections.
Step 3: Add the Form Sections and Questions Use the "Add section" button (looks like two rectangles) to break the form into clear parts.
Section 1: Board Member Information
Full Name (Question Type: Short answer, Required)
Date (Question Type: Date)
Section 2: Individuals (Personal & Community Networks)
Section Description: Think about people you know through your personal life, hobbies, and community involvement (e.g., members of your faith community, civic clubs, neighbors, former colleagues).
Question: Please list 1-3 individuals. (Question Type: Paragraph)
Section 3: Businesses & Companies (Corporate Connections)
Section Description: Which businesses are you affiliated with (as an employee or customer), loyal to, or know to be active in community support? Think about your employer, your spouse's employer, key vendors, etc.
Question: Please list 1-3 businesses. (Question Type: Paragraph)
Section 4: Professional Services
Section Description: Think about the professionals you hire personally or for your business. These are potential in-kind donors or sponsors.
Question: Who is your Lawyer, Accountant, Banker, Real Estate Agent, etc.? Please list 1-3. (Question Type: Paragraph)
Section 5: Foundations & Grantmakers
Section Description: Do you have a personal or professional connection—even a distant one—to anyone who works for or serves on the board of a philanthropic foundation or charitable trust?
Question: Please list any foundations that come to mind. (Question Type: Paragraph)
Step 4: Share the Form
Click the "Send" button, go to the link tab (🔗), copy the link, and send it to your board.