How do you balance board oversight and support for the executive director and staff in fundraising?

1 Board roles and responsibilities

The board of directors is responsible for ensuring the financial sustainability and accountability of the organization, as well as setting the strategic direction and vision. This includes overseeing the fundraising plan, approving the budget, and monitoring the performance and impact of the fundraising activities. The board should also support the executive director and staff in fundraising by providing guidance, feedback, and connections, while participating in fundraising events, campaigns, and solicitations.

2 Responsibilities of executive director and staff roles

The executive director and staff are responsible for implementing the fundraising plan, developing and maintaining relationships with donors and prospects, and reporting on the results and outcomes of the fundraising activities. They should also communicate regularly with the board about the fundraising goals, strategies, challenges, and opportunities, and seek their input and advice when needed. The executive director and staff should acknowledge and appreciate the board's contributions and involvement in fundraising, while providing them with the necessary training and resources.

4 Board orientation and education

Once new board members are recruited, they should receive a comprehensive and effective orientation and education that covers the organization's history, mission, vision, values, programs, impact, finances, and fundraising. The orientation and education should also include the board's governance structure, policies, procedures, and culture, as well as the roles and responsibilities of board members, executive director, and staff. The orientation and education should also provide board members with the opportunity to meet and interact with the executive director, staff, and other board members. This allows them to learn about the current and future fundraising plans, goals, and strategies.

5 Board engagement and evaluation

To maintain and enhance the board's performance and satisfaction, the board should have meaningful opportunities for engagement and evaluation. The board should meet regularly, at least quarterly, to review the progress and results of the fundraising activities, as well as provide feedback and support to the executive director and staff. The board should also have an annual retreat or workshop to discuss the strategic direction and vision of the organization, and to review and update the fundraising plan and budget. Lastly, there should be a board self-assessment and peer evaluation process that measures the board's effectiveness, strengths, and areas for improvement, providing recommendations and action plans for improvement.