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To truly scale your fundraising and hit those bigger goals, you need to grow that list into the hundreds or even thousands. A detailed, expansive database isn't just about quantity—it's about quality leads that match your ideal profiles, increasing your chances of securing consistent funding. Today, we'll dive into proven strategies to expand your list, including the steps I've outlined, plus additional ones I recommend based on best practices in nonprofit fundraising. I'll also touch on how the AI prompts from Step 1 will guide you with even more tailored search recommendations.Remember, building a bigger list is an ongoing process. Start small, test what works for your nonprofit's mission and location, and iterate. The key is persistence—aim to add 50-100 new prospects per month. By brainstorming personally and using tools like AI, you'll create a pipeline that fuels your campaigns for years. Let's break it down: first, the expansion steps, then how to organize and build your list in a CRM or simple spreadsheet.Starting with the steps to find more ideal funders. These build on the profiles you generated in Step 1 (individuals, businesses, foundations, etc., across your eight categories: Personal Network, Benefit, Triumph Over the Need, Status, Interest, Mission Alignment, Influence Multipliers, and [e.g., Capacity Builders or your eighth category]). For each step, I'll explain what it is, why it works, and how to execute it. Brainstorm personally: Spend 10-15 minutes per step listing ideas specific to your nonprofit.Step 1: Organic Search.This involves scouting your local or online community for people and entities that match the ideal profiles from Step 1. Think grassroots detective work—attending events, scanning directories, or browsing community forums.Why it works: It's low-cost and uncovers hidden gems right in your backyard, like local businesses benefiting from your programs or individuals who've triumphed over similar challenges.How to execute: Use free tools like Google searches (e.g., "therapists in [your location] addiction recovery" for a recovery nonprofit), local chamber of commerce directories, or community Facebook groups. Cross-reference with your profiles' key characteristics (e.g., demographics, motivations). Aim for 20-30 new leads per session.Step 2: Supporters and Present Donors.Leverage your existing base—current donors, volunteers, or supporters—to get referrals. Reach out and ask them to recommend people who match your ideal funder profiles.Why it works: Warm introductions convert at 5-10x the rate of cold outreach because trust is already transferred. Your supporters know your impact and can vouch for you.How to execute: Send a simple email or survey: "Based on our ideal funder profiles (attached), who do you know that might align? We'd love an intro!" Offer incentives like a thank-you shoutout. Follow up with a script: "Hi [Referral], [Supporter] recommended you because of your interest in [shared cause]."Step 3: Social Media Ads.Run targeted ads on platforms like Facebook, LinkedIn, or Instagram to attract people matching your profiles. Instead of asking for donations, use lead-generation ads for advice, surveys, or polls to capture contact details.Why it works: Ads let you hyper-target by demographics, interests, and location (e.g., "Wellness professionals in [your city] interested in recovery programs"). For as low as $50 per week, you can get 20-50 qualified leads with emails or phone numbers.How to execute: Use Facebook Ads Manager—set audiences based on your profiles (e.g., job titles, interests). Ad copy: "We're a nonprofit helping [target population]. Take our quick survey for insights on [relevant topic] and get a free resource!" Link to a form (via Google Forms or Typeform) to collect info.Step 4: Advanced Search Platforms.Use specialized donor research tools like iWave, DonorScope, KindSight, or Clay to find thousands of matches with high propensity (likelihood to give), affinity (mission alignment), and capacity (financial ability).Why it works: These platforms aggregate data from public records, wealth indicators, and giving histories, saving you hours of manual work. They're ideal for scaling to major gifts or grants.How to execute: Start with free trials (many offer them for nonprofits). Input your profiles (e.g., "Foundations in [state] focused on environmental triumph stories"). Export lists with contact info. Budget: $100-500/month for paid access, but free versions exist for basics.Step 5: Similar Nonprofits' Sponsors and Donor Base.Research comparable nonprofits' public filings, like IRS Form 990s, to identify their sponsors and donors, then reach out to those as potential funders for you.Why it works: If they're supporting similar missions, they have proven affinity. This "competitive intelligence" can reveal overlooked prospects.How to execute: Use GuideStar or ProPublica Nonprofit Explorer to search 990s (free). Look for "Schedule B" for donor lists or annual reports for sponsors. Prioritize those in your location or categories. Outreach: "We admire your support for [similar nonprofit]—our work complements theirs in [way]."Now, here are additional steps I recommend based on effective fundraising strategies. These complement what you've outlined and can help you cast a wider net:Step 6: Networking Events and Partnerships.Attend or host industry conferences, webinars, local meetups, or chamber events to connect with prospects matching your profiles.Why it works: Face-to-face (or virtual) interactions build instant rapport, leading to organic referrals and partnerships.How to execute: Use Eventbrite or Meetup.com to find events (e.g., "Nonprofit networking in [city]"). Host your own free webinar on a topic tied to your mission (e.g., "Overcoming Addiction: Community Stories") and collect attendee info via registration. Partner with complementary orgs (e.g., a wellness center for your recovery nonprofit) for co-events and shared leads.Step 7: LinkedIn Advanced Searches.Leverage LinkedIn's free/paid search tools to find professionals, companies, and foundations matching your profiles.Why it works: LinkedIn has detailed filters for job titles, industries, locations, and connections, plus you can see mutual contacts for warm intros.How to execute: Search with keywords from your profiles (e.g., "CEO sustainable agriculture [state]"). Use Boolean operators (AND/OR). Connect with a note: "Saw your work in [field]—aligns with our mission." Upgrade to Premium for more filters if needed ($30/month).Step 8: Public Databases and Media Scans.Tap into free/public resources like Foundation Directory Online (FDO), GrantStation, or news archives to find funders.Why it works: These reveal grant histories, board members, and media mentions of potential funders active in your space.How to execute: FDO (library access often free) lets you filter by focus area and location. Use Google News alerts for "[cause] donors [location]" to spot announcements. For government agencies, check Grants.gov.Step 9: Content Marketing and Lead Magnets.Create valuable content (blogs, ebooks, videos) to attract prospects organically via SEO or shares.Why it works: Positions you as an expert, drawing in aligned funders who opt-in for more info.How to execute: Post on your site or Medium: "Top 5 Ways Businesses Benefit from Community Recovery Programs." Offer a free download (e.g., guide) in exchange for email. Promote via social or email newsletters.Step 10: Alumni and Affinity Groups.If applicable (e.g., for education or health nonprofits), tap into alumni networks, professional associations, or affinity groups (e.g., Rotary Clubs).Why it works: Shared experiences create instant affinity.How to execute: Use university alumni directories or groups like LinkedIn's alumni search. Attend meetings and pitch your profiles.One more tip: When you use the AI prompts from Step 1 (the three-prompt structure for each category), the responses will include built-in recommendations for deeper searches. For example, Prompt 3 often provides a "research checklist" with step-by-step actions like specific web/X searches, database queries, and prioritization filters. This can guide you to thousands more prospects—use it to refine these steps further.Now, let's shift to the list building itself—organizing all these new leads into a usable database. This is where your expansion efforts pay off: A well-structured list lets you track, prioritize, and engage efficiently. Don't just dump names in; include key details to make outreach personalized and effective.Why is detailed list building important? It turns raw leads into actionable insights—e.g., knowing a prospect's giving capacity helps tailor your ask. It also prevents duplicates, tracks progress (e.g., "Contacted? Donated?"), and supports reporting for your team or board.To brainstorm personally: Start with a blank sheet. List the columns you'll need based on your needs (more on that below). Import your initial 30-50 from Step 1 as a base, then add new ones as you find them. Dedicate 20-30 minutes weekly to updating.Key information to include in your list (organize as columns in a spreadsheet or CRM):<ul><li>Name: Full name of the individual or entity (e.g., "Jane Doe" or "EcoFoundation"). </li><li>Organization/Title: Company or role (e.g., "CEO, Wellness Inc.") for context. </li><li>Contact Details: Email, phone, LinkedIn profile, or mailing address—essential for outreach. </li><li>Location: City, state, or region—to prioritize local prospects or tailor messaging. </li><li>Category: From your eight (e.g., "Benefit" or "Triumph Over the Need") to segment by type. </li><li>Funding Type: Individual donor, major gift, corporate, grant, etc., from your Step 1 organization. </li><li>Connection: How you found them or mutual ties (e.g., "Referred by current donor" or "LinkedIn search"). </li><li>Giving Capacity/History: Estimated donation range (e.g., "$1K-$10K") based on tools like iWave or public data; note past gifts if known. </li><li>Propensity/Affinity: Ratings (high/medium/low) from profiles—why they're likely to give. </li><li>Notes: Custom details (e.g., "Interested in events" or "Benefits from our programs"). </li><li>Status/Next Action: Track progress (e.g., "Intro email sent" or "Schedule call"); include dates. </li><li>Source/Verification: Where you got the info (e.g., "iWave search" with link) for compliance. </li></ul>For tools to manage your list, start simple and scale. Use a CRM (Customer Relationship Management) system to automate tracking, reminders, and reports—far better than scattered notes.Recommended CRMs:<ul><li>Excel or Google Sheets: Free and beginner-friendly. Create a spreadsheet with the columns above. Use filters/sorts for segmentation (e.g., sort by category). Shareable for teams. Drawback: Manual, no automation. </li><li>HubSpot CRM: Free for nonprofits (up to certain limits). Tracks contacts, emails, tasks, and deals. Integrates with your website for forms. Great for small teams starting out. </li><li>Bloomerang or Little Green Light: Affordable nonprofit-specific CRMs ($100-300/month). Focus on donor management, with built-in wealth screening and reporting. </li><li>Salesforce Nonprofit Cloud: Free for up to 10 users via their nonprofit program. Powerful for scaling, with custom fields and automation. Steeper learning curve. </li><li>DonorPerfect or NeonCRM: Paid options ($200+/month) with advanced features like event tracking and grant management. </li></ul>Choose based on size: Solos/startups = Sheets; Growing teams = HubSpot; Established = Salesforce.To build: Export data from searches (e.g., CSV from iWave), import into your tool. Clean regularly—remove bounces, update statuses. Comply with privacy (e.g., GDPR/CAN-SPAM)—get consent for outreach.By following these steps and building a detailed list, you'll have a fundraising machine. Integrate with your 4-step process: Use the list to assign prospects, execute engagements, and track results.Pause now, brainstorm one new step, and add columns to your sheet. If stuck, revisit AI prompts for checklists. You're building sustainability—keep going! If questions, email me at [your email]. See you in your funded future.

STEP 1 PART 2: Expanding Your List – Building a Detailed Database of Ideal Funders.

Before we dive in, let's set the stage. Fundraising isn't about begging for money—it's about forming genuine partnerships with people and organizations who share your vision or stand to gain from your work. The key to success is targeting the right funders from the start. Random outreach wastes time and energy. Instead, we're going to focus on ideal funders—those who have a natural connection to your mission, making them more likely to say yes.In this step, we'll explore eight categories of ideal funders. Why eight? Because these cover the full spectrum of potential supporters, from those closest to you to broader ecosystem players. The first category is your personal network, which we'll map out using a simple form I've created. The remaining seven are strategic categories: Benefit, Triumph Over the Need, Status, Interest, Mission Alignment, and Influence Multipliers. These categories are based on proven fundraising principles, drawing from years of experience helping nonprofits like yours raise millions.For each category, I'll explain what it means, why it's powerful, and how to brainstorm your own ideas. Then, I'll introduce how you can use AI to supercharge this process—by generating detailed profiles, organizing them into funding types, and even compiling real, verifiable lists of prospects. But first, you'll do some personal reflection to make this your own. By the end of this video, you'll have the tools to build a targeted list of 30 to 50 prospects, setting you up for the rest of the course.Let's start with the basics: What makes someone an "ideal funder"? Ideal funders aren't just wealthy—they have affinity (alignment with your cause), propensity (a history or likelihood of giving), and capacity (the resources to support you). They could be individuals, businesses, foundations, grantors, government agencies, or even other nonprofits. We'll profile them across these traits to ensure your list is high-quality.Category 1: Personal Network of the Founder and Board Members.This is your low-hanging fruit—the people already in your orbit. Your personal network includes family, friends, colleagues, alumni, past donors, volunteers, and connections from your board members. Why start here? These folks know and trust you, so conversion rates are high—often 20-30% higher than cold outreach.To brainstorm: Grab the Relationship/Network Mapping Form I've provided in the course materials. It's a simple worksheet where you list out categories like "Family &amp; Friends," "Professional Contacts," "Community Groups," and "Past Supporters." Spend 10-15 minutes jotting down names, emails, and why they might care about your mission. For example, if your nonprofit focuses on addiction recovery, note that uncle who overcame alcoholism or that colleague whose company has a wellness program.Once you've brainstormed, use AI to expand. You'll input your mission, location, and initial list into a prompt, and it can suggest additional connections or prioritize them based on affinity and capacity. Aim for 10-20 names here to kick off your list.Category 2: Benefit.These are funders who directly or indirectly benefit from your work. Think of them as ecosystem partners—your success makes their lives easier or more profitable. For instance, if your nonprofit provides job training for recovering individuals, local businesses benefit from a skilled workforce, or therapists gain from healthier communities.Why this category? Beneficiaries have skin in the game; they're motivated by tangible gains like cost savings, revenue boosts, or reputational enhancements.Brainstorm personally: Reflect on your programs. Who wins when you succeed? List direct beneficiaries (e.g., employers hiring your graduates), indirect ones (e.g., suppliers to those employers), and broader ecosystem players (e.g., government agencies reducing social service costs). Tailor to your location—focus on local or regional entities.Then, use AI: The first prompt will generate detailed profiles for individuals, businesses, grantors, etc., including characteristics, why they benefit, and search criteria. The second organizes them into funding types like individual donors or corporate sponsors. The third pulls real names with verification sources, helping you build 5-10 prospects per type.Category 3: Triumph Over the Need.These funders have overcome the exact challenge your nonprofit addresses. They've "triumphed" personally or organizationally—think recovered individuals starting businesses or agencies that solved similar issues through innovation.Why powerful? They give back from experience, driven by empathy and a desire to scale solutions. Their stories align emotionally with yours.Brainstorm: Think about success stories in your field. Who in your community has beaten addiction, escaped homelessness, or restored the environment? List individuals (e.g., alumni speakers) and entities (e.g., foundations founded by survivors).AI expansion: Prompts will profile them by triumph story, assess giving potential, and list verified examples with research checklists to find more.Category 4: Status.Status-driven funders seek recognition—enhancing their image through association with your cause. These are everyday folks or organizations wanting community respect, media mentions, or professional prestige.Why include them? Visibility motivates giving; offer naming rights or shoutouts, and they'll invest.Brainstorm: Who in your area craves spotlight? Local business owners sponsoring events, teachers seeking community hero status, or agencies wanting CSR cred.AI: Profiles highlight status motivations, with strategies to engage via high-visibility opportunities, and real examples to add to your list.Category 5: Interest.These have a demonstrated curiosity or stake in your cause—perhaps through professional involvement or personal passion, without necessarily benefiting directly.Why? Their active interest means quicker buy-in; they're already engaged in similar issues.Brainstorm: List professionals (e.g., nurses interested in recovery) or organizations (e.g., research firms in your field). Focus on those attending events or advocating online.AI: Generates interest-driven profiles, verified lists, and engagement paths.Category 6: Mission Alignment.Funders whose goals directly match or complement yours—shared values make partnerships natural.Why? Alignment leads to long-term support; they're in it for the impact, not just tax breaks.Brainstorm: Review your mission statement. Who else pursues similar outcomes? Counselors aligning with recovery, or eco-groups with conservation.AI: Details overlapping missions, with tables of real aligned entities.Category 7: Influence Multipliers.These amplify your reach—connectors with networks, like influencers or media outlets who can spread your message.Why? One partnership here can unlock dozens more; leverage their platforms for exponential growth.Brainstorm: Identify local leaders, social media personalities, or agencies with broad influence in your niche.AI: Profiles influence channels, lists verified multipliers, and strategies to collaborate.Category 8: Capacity Builders.These are high-capacity funders focused on building infrastructure—think large foundations or government programs investing in your growth.Why? They provide big wins to launch campaigns.Brainstorm: List entities with deep pockets aligned to your scale needs.AI: Similar profiling and listing. Now, putting it all together: Your goal is a list of 30-50 prospects. Start with personal brainstorming across categories—spend 30-60 minutes. Then, use the AI prompts (which we'll detail in the workbook) to expand. The three-prompt structure: 1) Detailed profiles by type (individuals, businesses, etc.). 2) Organize into funding types (e.g., major gifts, grants). 3) Generate real, verifiable names with sources.Remember, quality over quantity—prioritize based on affinity, propensity, and capacity. Track in a simple spreadsheet: Name, Category, Contact Info, Why Ideal.By completing this, you're not just listing names—you're building relationships that fuel your mission. In the next steps, we'll turn this into a plan, team, and launch.Pause here, grab your form, and brainstorm. When ready, use the AI prompts. If you have questions, drop them in the comments. Let's make your nonprofit unstoppable! See you in Step 2. <a data-mce-href="https://docs.google.com/document/d/1DcJ3pGMYw7JmnHdZHWDNOtZ3tfSjzoPO4Wr45rW7wao/edit?usp=sharing" href="https://docs.google.com/document/d/1DcJ3pGMYw7JmnHdZHWDNOtZ3tfSjzoPO4Wr45rW7wao/edit?usp=sharing">=&gt; RELATIONSHIP MAPPING FORM AND EMAIL TEMPLATE</a><a data-mce-href="https://docs.google.com/document/d/19hKE6vhI6Z42vE2Fu2EWRPDkOuReZpws0Ylxah7PtHQ/edit?usp=sharing" href="https://docs.google.com/document/d/19hKE6vhI6Z42vE2Fu2EWRPDkOuReZpws0Ylxah7PtHQ/edit?usp=sharing">=&gt; ACCESS THE AI PROMPTS</a>

Welcome to Step 1 of our 4-Step Fundraising Course: Identify and Build Your First List of Ideal Funders.

<h2>Understanding Nonprofit Board Development</h2>
When it comes to nonprofit organizations, board development is a crucial aspect that can significantly impact the success and sustainability of the organization. However, there are several common misconceptions that can hinder effective board development and governance. In this blog post, we will debunk some of these myths and provide clarity on what board development truly entails.

<h3>Misconception 1: Board Development Is Only About Recruiting Members</h3>
One of the most prevalent misconceptions is that board development solely focuses on recruiting new members. While recruitment is a vital part of the process, it's only one piece of the puzzle. Effective board development involves ongoing education, engagement, and evaluation of existing board members to ensure they are aligned with the organization's mission and values.
<figure id="figure-1tt61shnqmmc9954ta"><img id="1tt61shnqmmc9954ta" src="https://media.gettyimages.com/id/1094067118/photo/chalk-lightbulbs-and-the-message-apply-now-on-a-chalkboard.jpg?b=1&s=2048x2048&w=0&k=20&c=lNNd1mxtlHMG7dhbv25v1ZzcKilLDasRmhzjSBMd4ho=" alt="board recruitment" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

In addition to recruiting new members, it's essential to provide continuous training and development opportunities for current board members. This ensures they are up-to-date with the latest trends, challenges, and best practices in the nonprofit sector. By investing in the growth of current board members, organizations can enhance their overall effectiveness and impact.

<h3>Misconception 2: Board Members Don't Need Formal Training</h3>
Another common myth is that board members, especially those with prior experience, do not require formal training. This couldn't be further from the truth. Each nonprofit is unique, with its own set of challenges and strategic goals. Therefore, it's crucial that board members receive tailored training to understand the specific needs and objectives of the organization they serve.
<figure id="figure-onwfp96pcmmc9954ta"><img id="onwfp96pcmmc9954ta" src="https://media.gettyimages.com/id/2173915109/photo/skill-competency-development-concept-up-new-ability-skill-training-for-technology-evolution.jpg?b=1&s=2048x2048&w=0&k=20&c=QQ_ddW_57krjfmR146Gp-Cz6pCYYkfubnKOJwEeDpZI=" alt="training session" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

Formal training programs can cover areas such as governance best practices, financial oversight, strategic planning, and fundraising strategies. These sessions not only equip board members with essential skills but also foster a sense of community and shared purpose within the board.

<h3>Misconception 3: A Large Board Ensures Better Decision-Making</h3>
It's a common belief that having a larger board will automatically lead to more effective decision-making. However, this is not always the case. While a diverse range of perspectives is beneficial, too many voices can sometimes lead to inefficiencies and prolonged decision-making processes.

The key is finding a balance between having enough members to provide varied insights and keeping the group manageable to facilitate effective collaboration and communication. A well-structured, smaller board with clearly defined roles and responsibilities can often achieve more productive outcomes.
<figure id="figure-r27ay3ku6mc9954ta"><img id="r27ay3ku6mc9954ta" src="https://media.gettyimages.com/id/2189621574/photo/multiethnic-group-of-businesspeople-brainstorming-and-strategizing-in-a-meeting.jpg?b=1&s=2048x2048&w=0&k=20&c=QnQ5qhgNHoiZ_bTSL1CBKUlqmZ10l2YSpotNuKOP-wY=" alt="board meeting" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

<h3>Misconception 4: Board Members Should Focus Solely on Fundraising</h3>
While fundraising is an essential responsibility of board members, it should not be their sole focus. Effective board governance encompasses a wide range of duties, including setting strategic direction, ensuring financial sustainability, and overseeing organizational performance.

Board members should be actively involved in understanding and contributing to the overall mission and strategy of the nonprofit. By doing so, they can make informed decisions that align with the organization's long-term goals and create a more significant impact in their communities.

<h2>Conclusion: Embracing Comprehensive Board Development</h2>
In conclusion, understanding the nuances of board development is vital for nonprofit success. By debunking these common misconceptions, organizations can foster a more effective, engaged, and strategically aligned board. Prioritizing ongoing education, balanced recruitment, and a holistic approach to governance will ultimately lead to stronger leadership and greater impact in achieving their mission.

Common Misconceptions About Nonprofit Board Development

I remember thinking I had made the worst mistake of my life.I had finally convinced a few smart, passionate people to join my nonprofit board. I thought the most challenging part was over.But after the first three meetings?Nothing.No follow-up. No fundraising. No initiative. Just blank stares, missed calls, and excuses.I started wondering if I had chosen the wrong people. Maybe they didn’t really care. Maybe I needed to fire them all and start again.But then something hit me. What if the problem wasn’t them?What if the problem was me?Not because I didn’t care, but because I hadn’t given them the structure to show up and succeed.See, most founders think board success is about the right personalities. But it’s not.✔️ It’s about bringing in the right people who complement the board through the right process.✔️ The right expectations.✔️ The right system to make sure no one is left guessing.The truth is, a board without a system is like a car without a steering wheel. It might look great parked, but it’s not going anywhere.That realization changed everything for me and for the founders I now work with every day.Once I built a clear structure for onboarding, engagement, accountability, and fundraising, something wild happened:⚫️ The same board members who once ghosted me started taking initiative.⚫️ They started donating, asking others to give, and showing up like leaders.⚫️ My nonprofit finally had a team. Not just names on a paper.I call that system The Board Ultimate Fix, and it’s everything I wish I had when I was stuck doing everything myself.It contains the exact tools, templates, and steps you need to turn your board into a powerful, fundraising-ready leadership team without hiring a consultant or starting from scratch.If you’re tired of being the only one pushing the mission forward. If you’re done with meetings that go nowhere.Let me show you what it really takes to fix your board. If you're struggling to find the right board members, there's a proven 7-step process to follow, and skipping it is precisely why many founders end up with the wrong people.1. It starts with a Board Audit — identifying who you already have, who’s missing, and the kind of people that complement your mission.2. Then comes Board Recruitment Planning — deciding the roles you need, crafting your outreach strategy, and identifying where and how to find them.3. Step three is building your Board Outreach Materials — including your board prospectus, recruitment scripts, and positioning messages.4. After that, you Onboard Your Recruitment Team — the people helping you find and approach new board candidates.5. Then you Launch Your Board Outreach Campaign, start reaching out, booking conversations, and screening for fit.6. Once interest is shown, you Vet and Interview Prospects, run Background Checks, and make Reference Calls.7. And finally, you Onboard Them the Right Way, with clear expectations, a strong orientation, and a public introduction to affirm their role.That’s how you recruit the right people. But maybe your board isn’t new. Perhaps they’re just… stale. If you want to reactivate your current board, here’s the process that works:1. Start with a Board Audit and Self-Evaluation — let them assess their own commitment. You’ll quickly spot who’s ready to step up and who needs to step out.2. Recruit new members if needed to fill the gaps.3. Then run a Strategic and Organizational Development Planning Session. When everyone understands the mission, the stakes, and the strategy, motivation naturally returns.4. Next, Delegate Responsibilities based on your plan and each board member’s strengths and interest.5. Equip and empower them — through training, support materials, encouragement, and if needed, recruiting volunteers to back them.6. Put Accountability Systems in place — like reporting structures, check-ins, and a Board Development Committee to track follow-through.7. Reward results and recognize progress publicly.8. Address non-performance using your accountability standards.9. And always Celebrate Wins Together — even the small ones.10. Lead by example — show them what’s possible and teach them how to take initiative.This is how you turn board members into dedicated doers. Now, let’s talk about fundraising.If you want your board to raise real money, here’s what works:1. Begin with 100% Board Giving — every member should give something meaningful to show they’re invested in the organization.2. Move into Relationship Mapping — identifying who they know that could support the mission.3. Then comes Fundraising Planning — clarify your goals, methods, and campaigns.4. Run a Market Study and Wealth Screening — find high-potential donors, brands, and grantmakers inside and outside your current reach.5. Build your Fundraising Team — this can start with volunteers and gradually include your most committed board members.6. Develop your Fundraising Materials — case for support, donor packets, pitches, and follow-up systems.7. Onboard and Train the Team, including board members, so they’re confident in asking.8. Then, execute the Plan Together — engage, cultivate, ask, follow up, and steward donors.9. Don’t forget to Steward Donors who give and follow up with those who haven’t.10. And last, build a Culture of Philanthropy — where giving, gratitude, and growth are embedded into your entire organization.This is the art and science of building a board that doesn’t just exist, but leads. And here’s the good news:You don’t need to figure this all out on your own.To learn how to execute each of these processes, step by step, in your own organization, you need The Board Ultimate Fix.It’s just $99 — less than a bowl of chicken soup at a fancy restaurant.You’ll get the exact tools, templates, and guides I’ve used with founders and nonprofits across the country to:✔️ Recruit the right board members✔️ Activate and empower them✔️ Turn them into fundraising champions.This is the blueprint every founder should have.This is the system your mission has been waiting for.Because once you learn how to build a board the right way, you become the kind of leader board members follow, funders trust, and communities rally behind.Ready to fix your board?<a title="The Board Ultimate Fix" href="https://nonprofitboardbuilderllc.com/fix-your-board" data-mce-href="https://nonprofitboardbuilderllc.com/fix-your-board">Learn More About The Board Ultimate Fix</a><figure id="figure-rn26qf94nmboxk9a9"><img id="rn26qf94nmboxk9a9" src="https://media.gettyimages.com/id/2210362559/photo/multicultural-team-celebrating-unity-with-hands-joined-in-success.jpg?b=1&amp;s=2048x2048&amp;w=0&amp;k=20&amp;c=t4mOIofS-w3gQYHP49VUaGWHBMmkqIT7ADgIWLeb4f0=" alt="Multicultural Team Celebrating Unity with Hands Joined in Success" title="Multicultural Team Celebrating Unity with Hands Joined in Success" class="object-cover bg-gray-100 rounded-2xl md:rounded-3xl lg:rounded-4xl" style="aspect-ratio: 16/9; object-position: center center;" data-corners="default" data-aspect="16:9" data-caption="" data-positionx="undefined" data-positiony="undefined" data-fullwidth="false" data-mce-src="https://media.gettyimages.com/id/2210362559/photo/multicultural-team-celebrating-unity-with-hands-joined-in-success.jpg?b=1&amp;s=2048x2048&amp;w=0&amp;k=20&amp;c=t4mOIofS-w3gQYHP49VUaGWHBMmkqIT7ADgIWLeb4f0=" data-mce-style="aspect-ratio: 16/9; object-position: center center;"></figure>

Your Board Isn’t Broken. But Without a System, it’s Useless.

Group of five diverse young businesswomen standing against a wall holding a recruit sign outside in the city. Team of colleagues holding a sign with a message while standing in a row together outdoors

Let me tell you something most people won’t:Recruiting board members isn’t hard.Recruiting the right board members, the ones who support your leadership, carry the mission with you, and help move money, is one of the hardest things you’ll ever do as a founder.But it’s not impossible. You just need a process, a real one, not guesswork.I learned this the hard way.At the start of my nonprofit journey, I brought people in who *liked* me but didn’t understand the role. People who had passion but no time. People who said yes… and then disappeared.What I built wasn’t a board, it was a burden.And the truth is, most founders are doing the same thing. They’re recruiting emotionally, randomly, and without structure.And that’s why so many are struggling alone, carrying the mission on their back while their board barely shows up.Here’s what no one tells you:The board you build determines whether you rise or burn out.And the only way to build it right is by following every step, carefully, intentionally, and without skipping corners. Let me walk you through the steps you must take to build a board that works, and why missing even one can cost you everything.Step 1: Conduct a Board Audit — Because You Can’t Add If You Don’t Know What’s MissingBefore you look for new people, you need to understand what you already have — and what your board needs.This audit helps you answer:What strengths are already present?What skills, voices, or networks are missing?Are your current members aligned or dead weight?What is the value proposition for joining your board?If you skip this step, you risk recruiting more of the same and reinforcing dysfunction. That’s how bad boards get worse.Tool You Need: Board Audit Form Step 2: Build a Recruitment Plan — Because Random Outreach Leads to Random ResultsOnce you know what you need, you must create a strategy to get it.That includes:<ul><li>What kind of members are you recruiting (skill sets, demographics, networks)</li><li>Where you’ll find them</li><li>Who will help with outreach</li><li>What materials will be needed?</li></ul>If you skip this step, you start winging it, messaging anyone, getting desperate, and settling for whoever says yes.That’s how founders end up with people who like the mission but won’t lift a finger for it. Tool You Need: Recruitment Plan Builder + Board Recruitment Strategy Guide Step 3: Create Compelling Outreach Materials — Because No One Joins What They Don’t UnderstandLet me be clear: no one serious is joining your board based on a text message, blank email, or a casual inbox DM.You need:<ul><li>A board prospectus that explains the mission, vision, and values</li><li>A clear board agreement</li><li>Board Application Form</li><li>A professional invitation letter or email</li><li>Board outreach content &nbsp;and more</li></ul>If you skip this step, you confuse or underwhelm good candidates and attract those who aren’t ready for real responsibility. Tool You Need: Sample Board Recruitment Templates and Content Step 4: Onboard a Recruitment Team — Because You Shouldn’t Do This AloneYes, you are the founder.But no, you shouldn’t be the only one recruiting, even though you can do it all by yourself. You need 2–3 allies, staff, current board members, or past supporters, who can support you during interviews.If you skip this step, you risk looking like a one-man show with no proper organization.Tool You Need: Team Recruitment + Onboarding Strategy Step 5: Launch Your Outreach Campaign — Because Hope is Not a Recruitment StrategyOnce your materials and team are ready, it’s time to execute, not hesitate. This can be through email, phone, social media, or in-person meetings. Share your materials, talk about your mission, and invite them to consider joining. The strategy is to go where your prospects congregate.The key here is consistency. Don’t just send one message and wait. Follow up. Build the relationship.If you skip this step, momentum dies. People forget. Great candidates lose interest. You stall and you stay stuck.Tool You Need: Board Outreach Content + Top Platforms To Find Board Members Step 6: Vet and Interview — Because Saying Yes Doesn’t Mean They’re a FitWhen someone says they’re interested, you don’t skip to the celebration. You evaluate. You must:<ul><li>Ask the right questions in the interview</li><li>Understand their motivations</li><li>Gauge their availability, interest, and alignment</li><li>Run background checks or reference calls</li></ul>If you skip this step, you’ll bring in nice people who drain your time and never deliver. And worse, you’ll lock yourself into a team you can’t count on.Tool You Need: Interview Question Bank + Reference Call Template Step 7: Onboard and Introduce — Because Leadership Begins With ClarityOnce they’ve been approved, the onboarding process isn’t just a formality; it’s where the foundation is set. It is where you establish commitments.You must:<ul><li>Communicate expectations</li><li>Provide board policies, bylaws, and responsibilities</li><li>Walk them through your organizational structure and strategic priorities</li><li>Get them to sign the board agreement</li><li>Introduce them to the rest of the board</li><li>Make their presence public and more</li></ul>If you skip this step, you’ve just brought someone into a moving car without telling them where it’s going or how to drive. And confused board members always underperform.Tool You Need: Onboarding Sequence Checklist + Welcome Packet Template + Public Announcement Script Here's the Truth You Can't Ignore:Recruiting the wrong board can set you back years.Every skipped step opens the door for future disappointment, and founders like you can’t afford that. But the good news?Once you understand and master this process, you become a founder that no one can ignore.✔️You’ll be able to build your board any time you need.✔️ You’ll never feel desperate, stuck, or unsupported again.✔️ You’ll be seen as a leader who doesn’t just attract great people, but leads them well. You can do this, and you don’t need to hire a consultant to make it happen.You just need to learn how to execute each step of the process the right way.That’s why I created The Board Ultimate Fix, your complete guide and toolkit to build a board that actually helps you lead, fundraise, and grow. For just $99, you’ll get:<ul><li>Every template, checklist, and script you need to execute these 7 steps</li><li>A full walkthrough to guide you through the process</li><li>Lifetime access to the system, so you can repeat it whenever your board needs a refresh</li><li>The ability to build a strong board on your own, with no guesswork, no consultant fees, and no waiting</li></ul>If you want to be a founder your board respects, this is where it starts. The board doesn’t build itself.You build it.And this is how.Get The Board Ultimate Fix now and start recruiting board members who actually show up and support you.<a title="Board Fix" href="https://nonprofitboardbuilderllc.com/fix-your-board" data-mce-href="https://nonprofitboardbuilderllc.com/fix-your-board">Learn More About The Board Ultimate Fix﻿</a><figure id="figure-o3ufxhnlnmbozif5v"><img id="o3ufxhnlnmbozif5v" src="https://media.gettyimages.com/id/935621248/photo/group-of-businesspeople-waiting-for-partners-at-departure-zone-of-airport.jpg?b=1&s=2048x2048&w=0&k=20&c=_fUavsCxjBIxkz250tQJwbx8s-NooNIthKHawTNofLQ=" alt="group of businesspeople waiting for partners at departure zone of airport" title="group of businesspeople waiting for partners at departure zone of airport" class="object-cover bg-gray-100 rounded-2xl md:rounded-3xl lg:rounded-4xl" style="aspect-ratio: 16/9; object-position: center center;" data-corners="default" data-aspect="16:9" data-caption="" data-positionX="undefined" data-positionY="undefined" data-fullWidth="false"/></figure>

How to Recruit the Right Board Members That Will Actually Support You

You know the feeling.You're chasing deadlines, writing grants, planning events, managing volunteers, and barely sleeping, while your board shows up to meetings empty-handed, silent, or full of vague promises. It’s exhausting.It isn’t very encouraging.And it’s not your fault, but it's your responsibility to rectify the situation.I used to think I just had the wrong people. I blamed their schedules, their personalities, even their lack of nonprofit experience.But the truth?I didn’t give them structure. I didn’t give them directions.I hadn’t built a system that turned board members into doers.Once I did, everything changed.They started showing up, following through, and helping me carry the weight.And that system, that process, is what I now teach others.If you want a board that works, shows up, and takes action, you don’t motivate them with speeches. You build them with structure. Here are the 8 non-negotiable steps you must take to transform your board and why skipping any of them keeps you stuck doing everything yourself.Step 1: Run a Board Audit and Self-Evaluation — Because You Need the Truth, Not AssumptionsYou can’t transform what you don’t understand.You need a comprehensive audit of who is actually contributing, who is showing up, who is coasting, and where the gaps in commitment lie.Pair this with a board self-evaluation, a tool that helps each member reflect on their engagement, strengths, and areas for growth.If you skip this step, you’ll keep assigning tasks to people who were never committed in the first place.Tool You Need: Board Audit Form + Self-Evaluation Survey Step 2: Fill the Gaps — Because You Can’t Build on Dead WeightIf the audit shows that some people need to step down, let them.It’s not personal. It’s necessary. Dead weight kills momentum.You must open the door for new board members who bring what’s missing:&nbsp; time, skills, energy, or networks.If you skip this step, you’ll continue to drag along people who don’t want to be there, and the ones who do will burn out.Tool You Need: Exit Email Template + New Recruitment Template + Materials Step 3: Run a Strategic + Organizational Development Session — Because Alignment Creates Action Your board cannot act on what they don’t understand. When you bring them together for a strategic session:They see the big pictureThey understand the stakesThey help shape the directionAnd most importantly, they see where they fit inIf you skip this step, your board will stay in the dark, unclear, uninspired, and uncommitted.Tool You Need: Strategic Planning Session Template + Mission Alignment Guide + Facilitation Script Step 4: Delegate Responsibilities — Because Without Ownership, There’s No Engagement&nbsp;Once the plan is clear, assign roles and responsibilities. Not just titles, tasks.You must delegate based on:<ul><li>Strengths</li><li>Passion</li><li>Availability</li><li>Organizational need</li></ul>Let them choose but hold them to it. If you skip this step, your board will nod in meetings but never lift a finger.Tool You Need: Delegation Template + Responsibility Matching Tool Step 5: Equip and Empower — Because Assigning Isn’t the Same as EnablingYou can’t just give them responsibilities and disappear.You need to equip them.That means:<ul><li>Clear how-to guides</li><li>Templates for what they’re responsible for</li><li>Short training</li><li>Support and encouragement</li><li>Sometimes, even pairing them with volunteers to assist</li></ul>If you skip this step, your board will flounder. Even good people will underperform when they feel unprepared.Tool You Need: Board Training Toolkit + Quick-Start Guides Step 6: Set Up Accountability Systems — Because Follow-Up Is What Drives Follow-ThroughYou need a structure that tracks what gets done and what doesn’t. This could include:<ul><li>Monthly board reports</li><li>A dashboard of commitments</li><li>A Board Development Committee responsible for check-ins</li><li>Public progress updates at meetings</li></ul>Accountability isn’t harsh, it’s healthy. If you skip this step, your board will slide right back into silence. Tool You Need: Board Accountability Tracker + Committee Formation Blueprint Step 7: Reward, Address, and Celebrate — Because Culture Is Built, Not Hoped ForYou want people to take initiative? Start by recognizing those who do.And when someone doesn’t follow through, don’t ignore it. Address it privately and firmly, based on the expectations you’ve already set.Most importantly, celebrate wins. Small or big. Personal or collective. Celebration creates momentum.If you skip this step, your board won’t feel seen — and invisible effort eventually dies.Tool You Need: Board Recognition Templates + Reward Menu + Accountability Scripts Step 8: Lead by Example — Because Nothing Speaks Louder Than ActionYour board will not become doers if they don’t see you doing.<ul><li>Model what follow-through looks like.</li><li>Be consistent, clear, and proactive.</li><li>Show them what commitment to the mission looks like in real time.</li></ul>Founders don’t just build organizations. We model what leadership looks like.If you skip this step, your board won’t follow because there’s no one to follow.<ul><li>You Can’t Skip Steps and Expect Results</li><li>This is not about motivation.</li><li>This is about structure, clarity, and culture.</li></ul>If you’ve been doing everything alone, it’s not because you’re a bad leader.It’s because no one showed you how to build your board the right way.But now you know.And you can change it, &nbsp;starting today. The Board Ultimate Fix Is Your Way Out✔️ You don’t need a consultant.✔️ You don’t need to spend thousands.✔️ You don’t need more trial and error.You need a step-by-step system with the exact tools and templates to execute every one of these 8 steps without the stress or the guesswork.That’s exactly what The Board Ultimate Fix gives you. &nbsp;For just \$99, you get:Every tool, tracker, and script mentioned in this post, the exact process I’ve used to help founders turn their boards aroundLifetime access, so you can return to the system anytime your board needs a tune-upThe confidence to lead your board like a true executive, one they respect, follow, and support You can build a board that works.You can stop carrying the whole mission alone.You can become the kind of leader whose board members say, “Let’s get it done.”Grab The Board Ultimate Fix and start leading a board that actually does the work.<a data-mce-href="https://nonprofitboardbuilderllc.com/fix-your-board" href="https://nonprofitboardbuilderllc.com/fix-your-board" title="Board Fix">Learn More About the Ultimate Board Fix</a><figure id="figure-yitenktmjembp0j8d2"><img id="yitenktmjembp0j8d2" src="https://media.gettyimages.com/id/654112196/photo/dreamers-and-doers.jpg?b=1&s=2048x2048&w=0&k=20&c=aMZdSAE7bJoVlUqiTwKH_OY-5WHfsGZWy1hJTRpWzhU=" alt="Dreamers and doers" title="Dreamers and doers" class="object-cover bg-gray-100 rounded-2xl md:rounded-3xl lg:rounded-4xl" style="aspect-ratio: 16/9; object-position: center center;" data-corners="default" data-aspect="16:9" data-caption="" data-positionX="undefined" data-positionY="undefined" data-fullWidth="false"/></figure>

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