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Brazen Solutions · Boards

“I want to help. I just don't know what you're asking me to do.”

How to get board members to fundraise starts with a document nobody has written yet. Board fundraising expectations that name the job, the number, and the person — small enough to say yes to.

August 2026 · 5 min read

The meeting ended twenty minutes ago and she's still in the parking lot, because one of her board members followed her out.

He's a good one. Comes to everything. Reads the package. He waited until the lot was mostly empty and then said, sort of sideways, looking at his keys: "I want to help with this. I do. I just don't know what you're asking me to do."

She said something reassuring. Of course. Anything you're comfortable with. No pressure.

And she drove home furious — not at him, which is the part that took her a while to sort out. She was furious because she'd been in that boardroom saying fundraising is everyone's job for two years, and the man standing in the parking lot was the only person who'd been honest enough to admit that sentence means nothing.

What "fundraising is everyone's job" actually communicates

It sounds like a standard. It functions like a shrug.

Put yourself in his seat. He's a construction contractor. He joined the board because his daughter used your services in 2019 and he never forgot it. He gets a package four days before each meeting, sits through a financial report he mostly follows, votes on things, and eats a cookie.

Then somebody says fundraising is everyone's job, and in his head that translates to: at some point I'm going to be expected to phone my friends and ask them for money, which is the single most uncomfortable thing I can imagine, and nobody has told me how, or how much, or what happens if they say no, or whether it will cost me the friendship.

So he does what any reasonable adult does with an undefined, high-shame, open-ended obligation.

He waits to be asked specifically. And nobody ever asks specifically. And eighteen months later he's on the "disengaged board member" list in somebody's strategic plan.

Boards don't fail to fundraise because they don't care. They fail because nobody ever turned "fundraising" into a job a person could say yes to on a Tuesday.

The question EDs actually ask me

More than any other question, I get asked how to get board members to fundraise. Usually with an edge in it — a tired edge, the kind you earn by asking nicely for three years.

The answer disappoints people at first, because it isn't a speech or a retreat or a guest speaker who gets them fired up. Retreats work for about six weeks. I've watched a lot of six-week retreats.

What holds is structure: a written set of board fundraising expectations, agreed to by the people on the board, assigned by name, with numbers in them, reviewed once a year like anything else that matters. A document with somebody's signature at the bottom, which is a very different object from a values statement in a binder.

Break the word into jobs

This is the part that changes the parking-lot conversation. "Fundraising" as a word covers at least four different jobs, and most board members are frightened of exactly one of them while being quietly good at the others.

Opening a door. Making an introduction. "I know the person who runs that foundation. I'll email her and copy you." This is the highest-value thing most board members can do and it costs them almost nothing socially, because they're not asking for money — they're vouching for you. A board member who makes four warm introductions a year is carrying real weight.

Sitting in the room. Coming to the meeting where the ask happens and saying one true sentence about why they give. The staff person makes the ask — that part is on you. The board member is there because a donor believes a volunteer in a way they will never quite believe an employee, and everybody in the room knows the volunteer has nothing to gain.

Thanking. Ten calls a year, to donors, in December, from a phone number the donor doesn't recognize, saying thank you and nothing else. No ask. No newsletter. This is the job board members love once they've done it twice, and it's the one most likely to make a donor cry.

Giving. Personally meaningful, given first, before anybody asks anyone else for anything. The amount shouldn't be set — every board needs people on it who can't write a big cheque, and if yours doesn't have any, you've got a representation problem sitting underneath your fundraising one. What matters is one hundred percent participation, because the first question a foundation officer asks is what your board gave, and most of them is an answer that ends the meeting.

Four jobs. Three of them are not asking for money. When the contractor in the parking lot hears "we'd like four introductions and ten thank-you calls this year, and Karen will do the asking," he can say yes to that. He was never going to be able to say yes to fundraising is everyone's job.

Where the numbers go

Board fundraising expectations only work when they're written down before somebody joins. That's the uncomfortable part. You cannot retroactively impose a standard on people who said yes to a different deal — you can invite them into it, and some will come, and some won't, and the ones who won't need a graceful exit rather than two more years of being quietly resented at staff meetings.

The document itself is short. Introductions per year. Events attended. Thank-you calls made. A personally meaningful gift. Committee service. One page. Everyone signs it, including the chair, including the longest-serving member, especially the longest-serving member.

Then you recruit the next class to that document. You hand it to them in the first conversation, before they're flattered into saying yes. Some candidates will decline. That's the document doing its job.

And you review it once a year, one-on-one, the same way you'd review anything else somebody committed to. Call it a check-in, because that's what it is. "You committed to four introductions. You made one. What got in the way, and what would make it easier?" Nine times out of ten the answer is something you can fix in an afternoon, like the fact that nobody ever told him which foundations to open doors to.

The two-year truth

This takes about two years. Board terms are long, culture is slow, and the first year is mostly the recruitment class you bring in under the new standard.

It's uncomfortable. It's also the only thing I've watched actually work, across twenty years and campaigns from $750K to $180M — and I've watched a lot of retreats, a lot of guest speakers, and a lot of EDs blame themselves for something structural.

The board charter we use with clients is exactly this: the expectations, in writing, applied to a specific board, signed by the specific people whose names are on it. That's what lives inside the Organizational Resilience Charter. If you're not certain the board is even your primary bottleneck, the free organizational diagnostic will tell you which layer is actually holding you.

But the real work starts in a parking lot, with a good person holding his keys, telling you the truth.

He just handed you the exact thing he needs. Go write it down and give it to him.

Wondering whether your organization could carry a capital campaign? The free readiness assessment scores you across the eight areas that decide it.

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