Tag Archives: Off-Boarding

Does Losing a Board Member Mean Losing Their Donation?

Last month I wrote about what to do with an under-performing board member. The follow up question that we often hear is “Does losing a board member mean losing their donation?” That depends on why you are losing a board member. The reasons may include because the board member:

stopped showing up to meetings but still tries to contribute via email.
pops in from time to time and tries to be super helpful (read: has thoughts on all the work that every other person has done) and then isn’t seen for a couple of months. And then repeats the cycle.
takes on responsibilities but then never follows through with anything.
rarely responds to anything you send and often leaves email unopened.
is toxic but has a lot of money.

The first question I would have is, do you want to save the relationship? How much time and energy are you spending on this person? And, what else could you be doing to replace the departing board member’s donation?

If they answer is that you still value what they offer, be prepared to put in work and be creative.

Full disclosure: over time their funding may shift as they become involved in another organization that looks good on LinkedIn. Sorry if that is too cynical but we all know those board members.

Does losing a board member mean losing their donation? There can be any number of ways to retain the relationship, but they all boil down to one point: Keep them engaged.

How?

Are they willing to sit down and speak with you or the board president? You could ask how they would like to be involved if they don’t have the time or the focus right now. Try to gauge whether they are looking for a once-a-year activity, once a month activity, or are just happy to be listed as a prominent donor or trustee.

Would they be willing to serve on a committee instead of the board? For example, it could be a committee that meets infrequently. Remember, the idea is to keep them engaged.

Survey the entire board, which is always a good idea on an annual basis. . The underperforming board member may not be the only person who is questioning the relationship with your organization. And asking advice is always a good way to deepen a connection. Include questions like:
- What do you wish you knew about the board before you joined?
- Has your board experience improved, stayed the same, or deteriorated over the past 3 years?
- Would you be willing to mentor someone new on the board? Why or why not?
- Would you encourage a friend to join the board? Why or why not?

Offer board training. It may sound counter-intuitive to ask this person to spend more time with you, but it may be that they are bored with what they are doing. An educational opportunity might excite, and reengage, them.

Hire a consultant to assess your board and your organization. Is the underperforming board member the problem? Could it be the board/board president, a staff member, the direction of the nonprofit, pressure from the community to do more, or some other reason your board has become an uncomfortable place to be. And getting rid of the one person may not solve your problems.

If it is time to strengthen your board, email me to talk about how MJA can help.

Say Goodbye to a Board Member Without Saying Goodbye

A close friend, Alex, told me an all-too-common, disheartening story about a nonprofit board she left a few years ago.

She was a founding member of a small nonprofit’s board of directors. She was an active volunteer, and one of their major donors, for two terms before deciding it was time to step down. She mentioned her intentions to the president of the board, and he asked her if she would stay on. She agreed to one more term, helping to plan dinners for 3 fellow board members who stepped off during that time.

When her term was up, with her last meeting on the horizon, there was no talk of a dinner. In fact, there was not even an acknowledgement at the meeting for her service to the organization. She awkwardly walked out wondering if the door was going to hit her on the way out.

This was no way to say goodbye to a board member.

December rolled around, and she began to wonder whether she should continue to donate. She helped found, build and strengthen this nonprofit. She had been invested in the mission, vision and values. But she felt ignored and underappreciated.

If you were in her shoes, what would you do?

Now flip that thinking, and consider, what you can do to prevent this situation with your board members.

Treat all current and past board members as loyal, valuable donors. Whether they have been giving $500 a year or $5,000, they are supporters that should be prime candidates for lifelong relationship.
Keep in touch. If they have been engaged as volunteers, encourage them to continue giving their time, perhaps, in smaller ways. Use stewardship “moves” to engage them around the calendar – not just write a little note on the bottom of the annual appeal when it is time to ask for a donation to pretend you are personalizing the ask. In other words, say farewell to a board member without saying goodbye to the person.
Honor their time and energy during the off-boarding process. Is a dinner necessary? If you have done it for previous board members than it seems like the right thing to do. If you are changing the way you do things, explain that and honor them in a different way. It can be as simple as toasting them at a small event, giving them a special gift at a board meeting and publicly thanking them in a newsletter article. People don’t expect the same treatment year in and year out, but they do expect the same respect.

What happened to Alex and her donations? The first year that she stopped giving to the organization she felt guilty. But, then, she reminded herself that she is not a priority to them. If she was, she would still be giving. Now, she is just one more statistic contributing to that organization’s low donor retention rates. And she is happily involved in two other nonprofit organizations.

Want to read more about Board Members Relationships with your nonprofit?

Attention Board Members: 2 of 3 W’s Is Not Enough

Treating Board Members Like Donors