Board members must have the tools, systems, and stories needed to be effective ambassadors and relationship-builders for the organization. Ideally, board members can share stories and outcomes to help communicate the value of the organization’s work. To support fundraising efforts, board members need adequate training and resources to accompany their individualized plans and assigned tasks.

Training should help board members clearly speak to the organization’s mission, values, programs, and fund development procedures. Procedures should include communications between board members, key staff, and/or fundraising leads following contact with a donor as well as a process for capturing any relevant information. Board members should know how to access current materials and resources for use in donor outreach. In addition, board members are given information on current and potential new donors, including background and history, to prepare outreach efforts appropriately.

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