Board Fundraising Playbook for Success

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While fundraising is a major activity of staff and board, not everyone is on the same page as to what fundraising is, means, does, or needs. It is a role that belongs to the entire organization - a team effort. But the truth is not everyone is comfortable with “doing” fund development. This course will present a practical Fundraising Playbook for nonprofit Executives and Board members to get started on becoming fundraising all-stars. In this session, Marketing & Organizational Strategist, Linda Zimmer will walk you through the four essential main Plays to include in a fundraising playbook for your board of directors. It is for both executives and board members and we invite you to attend together!

By the end of this session, you will learn about the following Plays for existing board members, new members, and staff:

  • Educate: learn how the board can be the fundraisers they are called upon to be and how they can support the organization as ambassadors in comfortable ways. Get some exercises and pointers to make fundraising a productive topic at meetings. Evaluate a few key board governance points to ensure fundraising is profitable, and get some conversation starters for you to tackle to get and keep everyone in the game.

  • Equip: take away practical checklists, templates and tools to ensure your board is properly equipped to unleash their fundraising powers.

  • Partnership: get tools and practical tips for engaging the board in the team partnership rock star fundraising needs to have. Learn how to include fundraising in every board meeting and some conversation to keep your fundraising top of mind.

  • Celebrate: Your board deserves the spotlight for all that they do – and celebrating the wins is the fun of it all. With these plays, you will be sure you are celebrating the wins, motivating everyone, and keeping everyone moving toward your epic fundraising goals.



  • Cancellation Policy

    As a courtesy to our trainers, all cancellations must be made by phone or email at least 48 hours in advance to receive a full refund. No refunds will be given for late cancellations or no-shows for any course. For organizations with an Annual Learning Subscription, cancellations made past the 48-hour grace period will result in a $25 late cancellation fee. If you do not cancel your registration and miss the training, you will be charged a $50 no-show fee.

    Purchase $80 / Non-Member

    Board Fundraising Playbook for Success

    Course Sessions:

    • Instructor/Facilitator: Multiple Instructors
    • 11/17/2021
    • 9:00 AM - 12:00 PM
    • Timezone: Pacific Standard Time
    • Location: Virtual Zoom Training. You will receive the Zoom Link prior to the training date by email.
    • Maximum Seats: 25
    • Available Seats: 23