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Reply To: How to recruit board members with finance experience?

The first thing that you need to do is have a job description for the position. For example do you want your treasurer to actually…

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Reply To: How to recruit board members with finance experience?

I guess my question is what are your expectations of a financial board member? Are you concerned about your finance staff (like minimizing expenses or…

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Reply To: How to recruit board members with finance experience?

I incur this issue is a reoccurring problem as a retired CPA specializing in NFPs, I constantly receive calls from very small NFPs. I assist…

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Reply To: How to recruit board members with finance experience?

I would second Wade. Don’t make the mistake of recruiting what used to be called “MAPS” (middle aged professionals) for their financial or other professional…

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Reply To: How to recruit board members with finance experience?

LinkedIn can be a resource for finding volunteers. Also, connect with someone at your local community foundation (if there is one). They might get approached…

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Types Of CRM Applications Explained: Which One Is Best For You?

This piece from the Forbes Advisor by Lee Davis and Cassie Bottorff provides a comprehensive guide (circa March 2023) to the varieties of customer relationship…

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Reply To: How to recruit board members with finance experience?

Hi Rick.. thanks for reaching out to our forum! This is a question I receive quite often and I have to say it’s no easy…

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How to recruit board members with finance experience?

We are a small nonprofit organization starting out in the educational media space. We currently have five board members and are focussed on growing our…

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Reply To: CRMs and Donor Platforms – What are your experiences?

Thanks so much for your post, Sage. Great feedback about avoiding the siloing effect! Looking forward to hearing others’ perspectives.

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Reply To: CRMs and Donor Platforms – What are your experiences?

My best experience with CRMs is actually to use something that *isn’t* specifically tailored for fundraising. By siloing “fundraising” data in one system, it’s hard…

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