The Board Fundraising Toolkit
Give every trustee a fundraising job they can do.
A free toolkit from TRANSCEND Advancement.
Ask a board to help with fundraising and many trustees hear “Go ask your friends for money.” Then the few who like asking carry everything, and everyone else feels like they’re failing. The fix is a clear menu of roles, a written plan for each trustee, and practice with the ask before it counts.
This free toolkit gives you all of it, ready to print and use at your next board meeting. Enter your name and email, and we’ll send you the toolkit along with three short follow-up notes over the next two weeks on putting it to work.
What’s inside
- The Trustee Fundraising Menu. A sign-up sheet with more than 20 ways to help, from hosting to thank-you calls to asking, plus a tracker for staff.
- My Fundraising Plan. A worksheet for each trustee’s gift, commitments by quarter, and the people they’ll bring closer.
- The Ask Script and Rehearsal Guide. A plain-language script and a 35-minute exercise for practicing in pairs, with donor cards.
- The Board Skills and Perspectives Matrix. A recruiting tool for finding the skills and voices your board is missing.
Get the toolkit
Need this toolkit in another format, such as plain text or a Word file? Email info@transcendadvancement.com and we’ll send it.