Fundraising

Board Engagement in Fundraising Survey – Example

The board and staff often don’t know where to start to engage the board in fund development work. A survey can help align interests, manage time, eliminate assumptions, and acknowledge the gaps in effort. A tool like this can also indicate where training and support are needed to help the whole team succeed. The options in the survey are based on each organization’s fundraising plan, organizational culture, and values. The goal is not to get everyone to do the same thing but to help each person find the way they can contribute to the overall success together. A survey like this is best completed annually to allow for new options for engagement and new people taking on new roles.

Your Name  

	Like/Will Do	Hate, But...	Don't Know, Try Me!	I'll recruit others to help
Develop Friends and Donors
Make a personal financial investment
Serve on the board fundraising committee
Help engage the board in fundraising
Attend a fundraising training
List personal contacts
Brainstorm ways to involve my contacts
Call or write letters to my personal contacts
Do research on potential donors
Call or write donors to say thank you
Take a donor or prospect to a mission-based event
Personal Solicitations
Meet one-on-one with donors
Do team solicitation
Go to groups and make presentations
Special Fundraising Event
Serve on the special events committee
Help do promotions and marketing event
Sell tickets to the event and invite friends
Writing Materials/Office Help
Input/update donor information in the database
Draft solicitation letter and thank you letter
Address envelopes and do mailings
Process pledges
Perform general office tasks
Advocacy
Recruit key community/institutional contacts
Meet officials to advocate for -- develop key messages
Other—Please specify your interest