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Building A Fundraising Board

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Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Oct 27, 2021 | 09:00 AM EDT Register


  • How to Strategically Build a Board Comprised of Better, More Effective Fundraisers
    1 mins
  • Does Your Board Understand the difference between governance and management?
    21 mins
  • Why Boards Don't Fundraise
    32 mins
  • Helping the Board Understand Fundraising
    45 mins
  • Making Expectations Clear
    58 mins
  • Can the Board Raise money Without Even Asking?
    74 mins

Course Description

Boards play a critical role in fundraising. The most successful organizations know that, and have built a powerful partnership between the board, the executive, and the staff. Unfortunately, some boards resist their responsibility to actively engage in fundraising efforts, or simply don’t understand how to be most helpful. 

Does your board refuse to accept their fundraising responsibility? Are they willing but not educated/trained in fundraising? Does the board lack enthusiasm for fundraising? Have you wondered if it is time for an extreme makeover of your board? If so, this webinar is for you. In this session, we will discuss the role the board plays on the development team; how to involve them in the fundraising process; how to assure that they will enthusiastically get involved with the fundraising efforts of your organization. 

This online CPE webinar for CPAs covered key topics:

  • Whose responsibility is fundraising?
  • How to evaluate your current board?
  • What can board members do to help with fundraising?
  • Board Giving—Is it the three G’s?
  • Motivating your board

Learning Objectives

  • To list the roles and responsibilities of board members.
  • To list ways board members can become in involved in fundraising.
  • To develop a plan to engage board members and recruit new board members.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA