Fundraising Success: Board Engagement & Empowerment
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Fundraising Success: Board Engagement & Empowerment

How to educate, engage & empower your board in fundraising for your nonprofit organization. Approved for 3.5 CFRE points
4.7 (7 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
39 students enrolled
Last updated 6/2016
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  • 3 hours on-demand video
  • 1 Article
  • 35 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Increase fundraising results by engaging your board members
  • Define board roles and responsibilities
  • Create opportunities for board members to participate in fundraising at all levels
  • Empower board members to lead fundraising efforts in their organizations
  • Understand an effective partnership between board members, CEO’s and professional fundraising staff
  • Determine ways board members can participate in donor stewardship
  • Create a committee structure that will enhance board fundraising efforts
  • Provide board members with training to improve fundraising results
  • Evaluate and celebrate board’s fundraising efforts
  • Recruit board members who will actively participate in development
  • Full participation in Fundraising Success: Board Engagement & Empowerment is applicable for 3.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
View Curriculum
  • You will need an openness to looking at fundraising in your organization as a team sport

Do you struggle to get your nonprofit board members interested or engaged in fundraising?

Does your board even know that fundraising is something they should be participating in?

Do you want to change that?

Empowering and engaging your board in the fundraising process is the way to do it!

This course will discuss the importance of a fundraising board in meeting your organization's mission. The course includes a review of board roles and responsibilities, specifically fundraising, and offer resources on why and how board members can fundraise. We will discuss the time it takes for successful board and staff fundraising as well assess where your board is now in current fundraising policy, comfort level and readiness.

This course will talk about how you can prepare your board to participate and lead fundraising activities, including suggestions for education, engagement and empowerment of all board members. It also includes the opportunity to evaluate and celebrate your board’s fundraising efforts as well as discuss how to find fundraising board members and address potential conflicts of interest related to fundraising efforts and service on multiple boards.

Seasoned board members and staffers charged with fundraising efforts alike will benefit from the comfortable discussion style as well as the many resources on empowering and engaging your board included. 

Full participation in Fundraising Success: Board Engagement & Empowerment is applicable for 3.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Who is the target audience?
  • Nonprofit CEO's, Executive Directors, Development Professionals, Board Members
  • This course is meant for anyone responsible for working with board members of a nonprofit organization.
  • This course is especially relevant for those in charge of leading the fundraising and development process of the board including the Board Chair/President, Fundraising Committee and Chair, and CEO/Executive Director.
  • Both paid staff and board/committee volunteers can benefit from this class.
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Curriculum For This Course
28 Lectures
Course Introduction
5 Lectures 39:46

A brief look at what we cover in the course, how I structured the course and how to find out what each lecture contains. This lecture includes a downloadable PDF of the Table of Contents.

If you are interested in receiving 3.5 points for CFRE certification or recertification, please make sure you complete 100% of the lectures. Udemy will e-mail a certificate of completion to you. When you have completed the lectures, you will receive an e-mail with further instructions for receiving the CFRE course tracker for this course. 

Preview 02:28

In this lecture we discuss the nonprofit sector including charitable design and serving the public good purpose. We discuss how fundraising helps nonprofits build their community and support their mission.

Preview 08:57

In this lecture we discuss basic board roles and responsibilities. 

Preview 09:29

In this lecture we discuss the ethical implications of board members participation in fundraising and how important 100% participation is for your nonprofit organization. 

Why do board members need to fundraise?

We use this lecture to establish the nature of the board, CEO and development progressional's partnership.

Building relationships takes time

This quiz helps you determine your understanding of who should be involved in fundraising for your organization.

Board fundraising basics
3 questions
Your Board's Current Involvement in Fundraising
4 Lectures 29:26

In this lecture we discuss how to determine your board culture and how that culture impacts fundraising success. 

What's your board culture?

This lecture includes a discussion of Give or Get policies and provides examples of those policies. 

The Give or Get Policy

In this lecture we discuss how to determine your board's current comfort level with development.

Preview 05:53

We use this lecture to help you determine when and how your board can participate in fundraising and development.

Assessing Board's Readiness to Fundraise

Test your knowledge of your board's current involvement in fundraising.

Your Board's Current Involvement in Fundraising
3 questions
Getting Your Board Ready to Fundraise
5 Lectures 32:12

We use this lecture to differentiate between fundraising as a charity model and the empowerment of donors. We also differentiate between "nonprofit" as a tax status instead of a way of life for an organization. 

Motivation Strategies

In this lecture we discuss how board members can educate each other, look for outside sources and start to build a culture of fundraising.

Board Member Education

In this lecture we discuss the importance of an experienced development professional. We review the CFRE designation and what it can mean for an organization.

Working with Others in Development

We use this lecture to help provide board members with practice on the critical things such as an elevator speech and making "the ask."

Role Play in the Board Room

In this lecture we discuss how to create a plan for your board's development activities and what to do if you don't have a plan (yet).

Building Your Development Plan with the Board

See how well you know what to do to get your board ready to fundraise.

Getting Your Board Ready
3 questions
Ways Board Members Can Assist in Fundraising
3 Lectures 22:52

We use this lecture to determine how to engage every board member in the fundraising process, even those who aren't comfortable asking for money.

Ways Your Board Can Participate in Fundraising

In this lecture we discuss how to prepare staff and board to participate in "The Ask."

Board's Role in the Ask

We use this lecture to establish how board members can participate in the stewardship of donors and how that's a great place to engage board members when they are just getting started. 

Board's Role in Donor Stewardship

Test your knowledge of how board members can assist in fundraising

Ways board members can assist in fundraising
3 questions
Ways Board Members Can Lead Fundraising
4 Lectures 29:49

In this lecture we determine the ways a board member can support the staff/board partnership in fundraising.

Support and Select CEO or Chief Development Officer

In this lecture we discuss the importance of a working board committee structure. 

Fundraising Committee

We use this lecture to establish the importance of securing support from board members as donors and sponsors.

Serving as a Donor/Sponsor

We use this lecture to discuss what a challenge/matching gift is and how they can promote board member engagement. 

Challenge and Matching Gifts

See if you know the ways board members can lead fundraising

Ways board members can lead fundraising
3 questions
Evaluation of Your Board's Fundraising
3 Lectures 21:26

In this lecture we discuss ways to share fundraising success in the board room and committee meetings as well as other ways board members can provide peer-to-peer encouragement.

Sharing Successes at the Board Level

In this lecture we discuss ways to examine fundraising challenges with board members.

Sharing Challenges at the Board/Committee Level

We use this lecture to discuss the importance of celebrating every step of the fundraising/development process with board members.

Celebrating & Acknowledging Good Board Behavior

See if you are ready to evaluate board fundraising

Evaluation of your board's fundraising
3 questions
Other Thoughts
2 Lectures 14:05

In this lecture we discuss how to recruit board members who are skilled in or interested in building their skills in fundraising.

Recruiting Fundraising Board Members

In this lecture we discuss how to address board members who serve on multiple board members and development professionals who serve on boards.

Duty of Loyalty & Conflicts of Interest

Other thoughts
3 questions
Summary and Conclusion
2 Lectures 03:56

This lecture reviews the topics covered in this class and all of the resources we have provided.


About the Instructor
Louanne Saraga Walters
4.9 Average rating
89 Reviews
508 Students
9 Courses
Former News Anchor, Udemy Instructor, Online Talk Show Host

Louanne has coached and mentored students in video production, personal and spiritual growth, social media, organizational management and finance over the past two and half decades, helping them discover, develop and deepen their talents and skill sets.

Louanne has over 30 years in communications, teaching, finance and tourism including:

* A TV news reporter/anchor with three NBC affiliates (KPOM, KRIS, KWQC)
* A video programmer and cruise director with Royal Caribbean Cruise Lines (RCCL)
* A financial advisor with Raymond James & Associates
* Director, Marketing & Communications at the Community Foundation of Tampa Bay
* Instructor to entrepreneurs, small businesses and nonprofits
* Co-Producer and Host of The Philanthropy Show®, an internet talk show program of My Video Voice Productions, the full scale video production company she owns with her wife, Sharon.

Louanne began working in radio in the mid 1980's learning all aspects of live and programmed radio broadcasting, and transitioned to television a few years later. She has 'grown up' with video production from the old school tape shooting and linear editing, to HD cams/DSLR's and using post production software and editors like Avid, Final Cut Pro, Motion and Compressor.

In addition to her behind the camera expertise, she's made the rare transition to 'on cam', capable of planning a project as producer, host, shooter and editor.

During her time as a Cruise Director with Royal Caribbean, the cruise line brought her off ships and into the Miami Headquarters to produce and host three 30 minute videos which aired during every cruise fleet-wide for more than 10 years.

"I'm grateful to be able to serve thousands more students through this amazing platform Udemy has provided! I look forward to connecting with you in class - and please let me know if you have any comments or questions in the Discussion sections!"

B.A. Communications and Political Science, Trinity University, San Antonio, Texas

Liz Wooten Reschke, MPA, CGT
4.7 Average rating
7 Reviews
39 Students
1 Course
Nonprofit Board Engagement & Empowerment Expert

Over her 20 plus years of service to the nonprofit sector, Liz has served in a variety of capacities including volunteer, fundraising and program staff, board member and consultant for a number of nonprofit agencies in the Tampa Bay and Key West communities, state of Florida, and the United States. Past staff positions include Girl Scouts of West Central Florida, Nonprofit Leadership Center of Tampa Bay, Cystic Fibrosis Foundation and the Florida Holocaust Museum. She has served as a proud member of the Association of Fundraising Professionals, Social Enterprise Alliance, Young Nonprofit Professionals Network, League of Women Voters, Daughters of the American Revolution, and Emerge Tampa. She most recently served as the Founding Board President of Nonprofit Consultants Connection, a membership association of peer consultants that promotes excellence in the field of nonprofit consulting. Liz also served as Board Vice-President for Are You Safe, a nonprofit agency advocating against domestic violence and providing free legal assistance to victims. She is a Life Member of the USF Alumni Association and a BoardSource Certified Governance Trainer.

Liz currently serves as President of Connectivity Community Consulting, Inc. a company that works primarily with nonprofits in the Tampa Bay community. As lead consultant she works collaboratively with her clients to create strategic consulting solutions that address a variety of areas including: nonprofit capacity and community building, organizational development, philanthropic advising, training & workshop facilitation, and coaching & mentoring. She provides trainings on topics such as best practices in board governance, the next generation of nonprofit leadership, and meaningful board service. Her consulting clients include those interested in making meaningful connections in their local communities and the nonprofit sector including: the National School Foundation Association, Gulf Coast Community Foundation and Allegany Franciscan Ministries. Whatever the topic of expertise, Liz’s work places focus on community building and resource sharing to help an organization and an individual meet their mission.

Before her career in the nonprofit sector, she worked as an English teacher and dance-team coach in the Florida public school system teaching both high school and middle school in Tampa and Key West. Liz first moved to Tampa Bay to pursue her Bachelor’s degree in Secondary English Education at the University of South Florida, where she also earned her Masters in Public Administration and Certificate in Nonprofit Management. These experiences as well as the many educators in her family have instilled a deep belief that continual education is crucial to individual and agency success. Through her current work in the nonprofit sector she develops training courses and curriculum that integrate her love of teaching with her knowledge of nonprofit best practices.