Month: August 2020

Developing Donor Relationships: Top 5 Best Practices

Jay Love

Nonprofits tend to have a bad habit of viewing their donors like piggy banks or ATMs, reaching out to them only when the organization needs funding for their newest project or impending shortfall. 

While your donors are happy to help a good cause, in order to advance your mission through effective funding, you need to take your interactions with donors to the next level by building relationships. This is especially important during the age of COVID-19. 

Continuing to show your supporters during difficult times (especially during economic hardship where they may not be able to contribute) that you still care about their well-being shows that you’re willing to stick by supporters’ sides through thick and thin. It’s the opposite of treating them like a personal piggy bank. They’re more likely to stick by your organization’s side for the long-haul in return. 

Why is it important to develop relationships? 

Developing relationships with your donors is the first step to enhancing your long-term fundraising strategy. 

Having a relationship with supporters will help you cultivate lower-level supporters for higher giving levels, show your appreciation for support, and collect feedback about your services. 

But how do you start this process? We’ve compiled our top five tips to developing relationships with your nonprofit’s supporters. These tips include:

  1. Get donors involved with organizational activities. 
  2. Keep track of key donor metrics. 
  3. Ask your donors for their advice. 
  4. Don’t always ask for money. 
  5. Keep interactions personal. 

The first step to developing effective relationships is investing in a donor database designed for enhancing engagement. This will help you compile a donor-centric strategy from the outset of your interactions with supporters. From there, you can dive deeper into our strategies for relationship development.

1. Get donors involved in organizational activities. 

Getting donors involved with the various activities and opportunities your nonprofit offers is our first tip to develop healthy relationships. It’s hard to build a relationship with an organization that supporters only interact with online. You miss out on heartfelt human interaction. 

That’s why it’s important to encourage this human connection as much as possible. Donors should meet your key nonprofit players, such as your major gift officer, volunteers, board members, and executives. 

To create these opportunities, we recommend that your nonprofit try the following strategies: 

  • Provide volunteer opportunities. Supporters are more likely to feel connected to your cause when they get to see it up close. Leveraging volunteer opportunities creates strong connections as supporters meet other passionate staff and volunteers. Plus, you’re accomplishing goals for your mission. 
  • Invite supporters to events. Pre-coronavirus events provided in-person opportunities to meet your team while everyone gathered together for a fun experience. Now, virtual events are all the rage! Your nonprofit can create these personal experiences and engage your supporters while they tune in from the comfort of their homes. 
  • Create engaging conversations. Simply talking to your donors is a great way to get them involved with your organization and help them feel more connected. We recommend calling your supporters so that they have a personal interaction and back-and-forth conversation with your team members. Ask for feedback, invite them to participate in virtual events, or simply inquire about their well-being in these conversations. 

Make sure to keep track of your interactions with your supporters to help guide future communications. In order to do this, you’ll need access to a comprehensive donor database. You should be able to build out donor profiles with information about their event participation, donations, volunteer hours, feedback provided, and any and all communications. This will help guide communications and opportunities promoted in the future. 

2. Keep track of key donor metrics. 

As much as we wish we could provide the same level of attention to each and every one of our donors, many times we must prioritize. There’s just not enough time in the day to frequently engage in one-on-one conversations with every single supporter of your organization. 

That doesn’t mean your engagement strategy shouldn’t incorporate outreach to every one of your supporters. Your mid-tier and major donors may simply demand more of your attention and virtual face-time than lower-level donors.

To understand who your top-priority donors are, you need access to some key donor metrics. For instance, you may look at data in a donor’s profile to indicate metrics like: 

  • Donation growth. Look to see how a supporter’s engagement has changed with your organization over time. Has their donation amount increased as they’ve gotten more involved?
  • Engagement score. Some donor database software will provide an engagement score for each supporter, which takes into account their frequency of engagement, latest interaction, and more to show how involved they are with your nonprofit. 
  • Generosity score. A generosity score is calculated using prospect research. It provides an indication of the gift level a donor could reach based on wealth metrics like stock holdings, real estate, and business affiliations.
  • Average gift size. While the generosity score is great to measure prospective donations, you should also be sure to look at the current average giving level to better understand where they are in their giving now. 
  • Gift frequency. Even if a donor is only giving you $5 or $10, the fact that they are doing so multiple times a year, or even monthly as a part of a recurring donation program, is a stronger engagement metric than a single annual gift of an equal amount.

Keep in mind that your lower-level donors now might have more capacity to give in the future. Therefore, they shouldn’t feel forgotten. Set up engaging email campaigns and invite them to engaging, community-wide virtual events to keep them involved with your initiatives. 

Be sure to also conduct prospect research about your supporters. This will provide additional information that you can use to identify high-priority donors with great affinity to give. If you’re interested in learning more about research analytics that indicate a donor’s affinity to give, check out this guide. 

3. Ask your donors for their advice.

Donors give to nonprofits because they value the work that the nonprofit does. However, you can’t expect this value to be one-sided. Just as your donors value your nonprofit, you need to show that you also value your supporters. 

One key way to show that you value the input and opinions of your supporters is to ask for their advice and feedback. 

This helps supporters get involved on another level because they have a say in the internal operations of your organization.

Plus, you may have supporters with skills that will fill some gaps in your nonprofit’s strategy. Consider the following examples: 

  • If your donors have ample marketing experience, they may be able to provide advice about your nonprofit’s outreach campaigns. Just be sure to maintain your brand in these campaigns.
  • Maybe you have some tech-minded supporters who can help you revise and improve your website design for better visitor engagement. 
  • Donors may work as writers or designers, in which case you may recruit them to donate some time helping you edit promotional materials and communications for your nonprofit. 

Discover details like this in conversation with your supporters or by analyzing their business affiliations. When you learn about this supporter information, be sure to save the data in the donor profiles in your nonprofit’s CRM.

If you’re looking for fundraising software that goes past raising money and will help guide your nonprofit through this key information, check out this buyer’s guide by Bloomerang. 

4. Don’t always ask for money. 

When nonprofits consider their interactions with supporters, they frequently only think about the last time they asked for money. Asking for donations over and over again may exhaust your donors. 

When you’re reaching out to your supporters and really focusing on building relationships, you’ll have other goals for conversation besides just asking for more and more money.

Get creative with the types of communication you send to donors. For instance, you might choose to send messages about:

  • Success stories. Tell those who give to your nonprofit about the impact their involvement has made for others. Success stories appeal to the emotional connection supporters have with your nonprofit. 
  • Advocacy opportunities. Ask for a different type of involvement. By signing a petition or participating in a click-to-call campaign, your supporters are helping your nonprofit without dipping into their wallets. For a guide on advocacy, check out Double the Donation’s resource.
  • Relevant news. If there’s something in the news that directly pertains to your nonprofit’s mission, tell supporters about it! Make sure they feel good about supporting a nonprofit whose mission relates to a newsworthy cause.
  • Upcoming events. Remind your supporters about upcoming virtual events and activities. If you are hosting a virtual event, tell supporters about the unique experience it will bring and how they can access your live streamed video. 
  • Volunteer opportunities. Tell supporters about the opportunities you offer to contribute time rather than money. This is an especially important strategy to engage your Millennial supporters, who tend to view contributions of time equally valuable as monetary contributions. 

Asking for things other than money emphasizes to your supporters that your nonprofit prioritizes engagement first. It’s easy to view organizations that prioritize money as greedy or rapacious. However, those who focus on the engagement of supporters come across as more humane and caring about those who support them. 

5. Keep interactions personal.

When you get into the nitty-gritty of communication with your supporters, one of the best ways to show them that you care is to make sure all messages have a personal touch. 

This means that rather than sending the same message out to all of your supporters, you should make sure to include details in the communications that signal to the supporter that the message was intended specifically for them. Some strategies to incorporate these details include: 

  • Address donors by name in all communications. Make sure your software supports this idea. There’s nothing less personal than addressing a letter or email, “to whom it may concern.” 
  • Make personal notes about donors to pull into conversations. Keep notes in their profile in your donor database about family members, pets, and past interactions. This shows that you remember personal details about each individual supporter. 
  • Consider the trends in giving and marketing response so that when you reach out to supporters, you can offer them their preferred method of communication and preferred platforms for giving. 

Personal interactions are how you show your supporters that you care about their individuality. While sometimes supporters may overlook these little steps, they’re sure to notice if you miss the opportunities for personalized messages. 

Your supporters are much more than just piggy banks for your nonprofit. They provide the tools and support that you need to succeed. Building a relationship with them is a two-way street. Just as they work to get to know your nonprofit and your mission, you need to work to get to know them. 

With these five tips, your organization is on its way to better functioning relationships with donors. Good luck!

About the Author: Jay Love

Co-Founder and current Chief Relationship Officer at Bloomerang

He has served this sector for 33 years and is considered the most well-known senior statesman whose advice is sought constantly.

Prior to Bloomerang, he was the CEO and Co-Founder of eTapestry for 11 years, which at the time was the leading SaaS technology company serving the charity sector. Jay and his team grew the company to more than 10,000 nonprofit clients, charting a decade of record growth.

He is a graduate of Butler University with a B.S. in Business Administration. Over the years, he has given more than 2,500 speeches around the world for the charity sector and is often the voice of new technology for fundraisers.

Read More

4 Sustainable Models to Strengthen Your Nonprofit

Isabel Reed

Nonprofit teams have a lot on their plates. First and foremost, there is the mighty task of carrying out the organization’s mission. Plan events, gather feedback, keep the community engaged! Volunteer coordinators hustle to organize their volunteers, and fundraising directors dance circles around monthly and yearly fundraising goals.

As with any busy, passionate team, it can be difficult to work as one cohesive unit. Or, perhaps, it might be challenging to maintain the overarching perspective of the organization’s goals. The work nonprofit teams do is important and impressive, so we organized a list of 4 sustainable models that could serve to simplify the complicated and facilitate organic growth.

Volunteer Leadership Roles

A common assumption in small nonprofit teams is that the volunteer coordinator must assume all the weight and responsibility of volunteer program. Volunteer coordinators truly make magic happen each day on the job, but there are ways to responsibly and sustainably distribute the weight of the work. Doing so will lead to a more impactful volunteer coordinator, a more empowered volunteer team, and better outcomes for the organization as a whole.

Let’s examine the details of volunteer leadership roles. You might wonder what it means, how it works, and how to establish such a structure. While everything can (and should) be adjusted to meet the unique needs and available resources of your nonprofit, here are some ideas to get started.

Volunteer leadership roles might include:

  • Recruiting new volunteers
  • Leading volunteer orientations
  • Conducting volunteer evaluations
  • Supervising daily volunteer programs/groups

Volunteer leadership roles are best reserved for volunteers who:

  • have shown excellent performance and dedication over time
  • have professional experience/expertise in a skill that is relevant to the volunteer program at large
  • have shadowed or worked closely with the volunteer coordinator in the past

Implementing a volunteer leadership model:

  1. Identify a few volunteers who might fit the bill. Introduce them to the idea and gauge their reaction. If the reaction is positive, time for step two!
  2. Outline the scope of their role in writing, and share that document with them. The document should include what is expected of them, what is not expected (aka, what they are not allowed to do), the duration of their role, and who they should report to.
  3. Express the benefits of taking on this responsibility, and be accountable to them. For example, college student often need examples of leadership in their resumes and CVs. Express that as a benefit and ensure them that you’ll advocate for them when they look for jobs if all goes well.
  4. Introduce this leadership structure to the volunteer program at large. This will keep everyone on the same page, ensure that everyone knows what to expect and from whom, and maintain an appreciated level of transparency. This program might even inspire other volunteers to work diligently towards the opportunity for themselves, over time.

Free Public Events

With fundraising at the mental forefront of most nonprofit teams, there certainly must be a cautious balance between free services/events offered and paid services/events offered. However, there are vast benefits of free public events, and they shouldn’t be overlooked. Rather, examine them more closely to understand how to get the greatest return on investment. You might just find that it becomes a sustainable model for fundraising, community engagement, and growing your volunteer program.

Benefits of free events/services:

  • Increased and sustained positive perception of your nonprofit by the community as a whole. You put goodwill out, you’ll get goodwill back. This is a longterm investment in a positive relationship with the community.
  • Increased and sustained brand/nonprofit awareness. It might be hard to track, but free public events draw larger numbers and more diverse crowds. Over time, this translates to a larger volunteer program, more donations, a larger audience to serve, and more interest in involvement of all kinds (you might receive more job applications or even valuable networking opportunities/introductions).

Safeguards for sustainability:

  • Free events should not put a dent in the organization’s budget. Think “lean but lovely”.
  • Free events should not take much time to prepare for. Think “rinse and repeat”.

Strategies for even bigger impact:

  • Let the local press and media know about these events! Keep them in the know, and be ready to loop them in every time.
  • Get yourself a hashtag. If your event happens in any repeated fashion — weekly, seasonally, or annually — create a catchy hashtag! This will make it easier for the community to share their experiences at your event and, in a way, advertise for you at no cost (a savvy term known as “user generated content”).
  • Offer ways to donate and/or submit an interest in volunteering.

Donation-Matching Partners

Fortunately for fundraising coordinators, philanthropists orbit the nonprofit space closely. To strengthen the financial model of your nonprofit, pull those philanthropic entities close and develop genuine relationships with them.

This relationship can flourish beyond simple, one-time donations. With each of your donors – especially the larger ones – consider how you might ignite more excitement (and therefore, more funds) from the partnership. A great example of this is by establishing a donation-matching partnership with one or more of your larger donors.

Donation-matching is as straight-forward as it sounds. For each donation received from the public, this chosen partner/donor would match the amount. For example, if your neighbor donates $50 to your organization, this donation-matching partner would match that donation and also commit to a $50 donation.

Depending on the comfort level of this partner, you can decide together on an appropriate donation-matching ceiling (the maximum dollar amount they’ll match) and/or floor (the minimum dollar amount they’ll match). You can also decide the duration of this initiative — whether that is over the course of one fundraising weekend, or even a whole year.

Before inviting a donor to be a partner in this initiative, consider the following:

When will the donation-matching initiative start and end, ideally?

Reflect on the psychology of your audience – the people who you’d like to encourage to donate in various quantities (not the donation-matching partner). What conditions will make this most exciting for them?

  • Start this initiative during a fundraising event. It could end at the close of the event, or continue on in perpetuity.
  • Close this initiative at the year end. People love reaching year-end goals together. Consider leveraging the holiday season from November-December to reach your year-end fundraising goals.

Will your donation-matching partner need (or perhaps appreciate) anything in return?

Even if it is a symbolic gesture, acknowledgement of the partner’s gift could go a long way. In addition to recognizing them in the public announcement of this initiative, you could also send them a special thank-you note or symbolic gift.

Recurring Donation Options

When collecting donations, encourage recurring donations! Although one-time donations are appreciated, recurring donations make a much larger impact.

Why donors like it:

  • With various websites available to facilitate recurring donations, donors won’t run into any hassles getting set up. (Check out ActBlue, GivingFuel, DonorBox, PayPal)
  • It works behind the scenes, collecting funds monthly/yearly without effort from the donor.
  • Even if the donation is only $5/month, recurring donors have skin in the game and will feel like a more integral supporting member of the organization.

Why organizations like it:

  • Organizations can generate more accurate financial forecasts when recurring donations can be accounted for in advance. Better forecasting = better management of funds.
  • Reach funding goals more easily and predictably. By knowing how many donations can be expected each month, organizations can prepare fundraising initiatives accordingly to fill in any gaps.

Let us know if there are other sustainable strategies and program models that you’ve discovered along the way. We would love to add them to the list!

Read More

Seven Tips to Help You Find that Perfect VMS 😍

kaylee@volunteerlocal.com

I’ve always thought that buying software is a little like picking out an ice cream flavor from one of those places that has dozens of options.

Choose wrong and you are stuck with an entire cone of mediocre ice cream. Choose a winner, and it is a happy day.

OK, so that may be the extent of the analogy, but now that you are craving a treat, here’s a 5 minute read about volunteer management systems. This will go quick (and you might even have time to make an ice cream run when you’re done).

1. Make ‘User Friendly’ a top priority.

Ease-of-use is one of the most important considerations for any volunteer management software. A solution that is hard to navigate, slow to respond or requires a lot of training will cause frustration for both your staff and volunteers. 

Buy the software they will actually use. Oftentimes, this simply means finding the system that everyone can understand. 

2. Demo the software as a volunteer, too.

If your volunteer management system isn’t simple, easy to access and visually clear, your volunteers won’t use it. The right software solution should prioritize your volunteer’s time and user experience. Apple, Facebook, Amazon and Google have changed the game in terms of consumers’ expectations for how software should be used, keep this in mind as you select your software.

3. Plan for growth.

Invest in a volunteer management system that can accommodate your needs as they change over time. For example, you may wish to elevate key volunteers into leadership positions. This means you’ll need captain-level administrative access settings to help delegate the work. Perhaps one or two rogue volunteers will prompt you to consider a flagged volunteer list.

Make sure the system you select has features like these (and more) available and ready to deploy when you need them. With that in mind, it’s a good idea to ask for a demonstration of features that may not be what you need today, but things you could want in the future.

4. Make sure you will be well supported.

You don’t want to be approaching the final days to your event with unanswered emails and phone calls hanging. Look for free, unlimited support. We think the best software providers offer live chat, phone and email support for starters. They should guarantee 24-hour (or less) response times on all emails. Extra points if they have a YouTube channel with tutorial videos to help guide your staff during off-hours and weekends. 

5. Seek the wisdom of the crowd.

As you explore different volunteer management systems, stack them side-by-side, and evaluate each product’s strengths and weaknesses as it relates to your priorities. If you want a flexible volunteer registration tool or check-in on a mobile app, iPad or laptop on the fly, give those features more weight in your evaluation. Once you’ve done this, research each vendor’s online reviews, paying particular attention to those features and read customer testimonials on their websites. Look to sites like Capterra and Software Advice for ratings, and always ask for references.

6. Survey your volunteers.

Use an online survey tool (like this one, or this one!) to create a survey about the overall volunteer experience, throughout the lifecycle of their relationship with you: awareness of the opportunity, signup/registration, advanced communications, arrival, staff interaction on-site, fulfillment of responsibilities, and wrapping up. Find out what areas are important to your volunteers. Ask them for ideas on how processes and communications could be improved.

Share the survey results with your software provider – good or bad, the right software company will love this kind of feedback, and they’ll be immediately responsive to changes or updates that the volunteers suggest might improve their online experience.

7. It’s OK to feel a little uncomfortable.

Taking your volunteer management activities online for the first time (or switching to a new software provider) comes with some discomfort. It’s ok and very normal. That discomfort however, should quickly dissipate as you engage with your software provider. 

The right software vendor will work with you to make sure you understand how the technology will support you and your volunteers every step of the way. If you don’t feel the love, don’t take the leap.

Read More

4 Proven Tips to Improve Board Member Communication

Jeb Banner

For nonprofits, it can be easy to focus on the mechanics of running an organization and unintentionally overlook the role that communication plays in your success. With innumerable outreach platforms available at their disposal, nonprofits are in a good position to maximize productivity and reach their goals, but only if they use these channels in a strategic way.

Strong communication skills are a vital component for nonprofit board members. By keeping an open line of communication, your members will cultivate a spirit of collaboration, enhance decision-making abilities, and stay true to the organization’s mission while protecting its reputation. If there’s a lack of efficient communication in the boardroom, it can lead to serious issues that run deeper than ineffective meetings.

With all that rides on effective board operations, communication is not an area that nonprofits can afford to overlook. So your board can continue guiding you toward fulfilling your mission, we’ve compiled four easy-to-implement tips for improved board member communication:

  1. Choose the right board communication tools.
  2. Focus on developing trusting relationships.
  3. Clearly define roles and responsibilities.
  4. Proactively document meetings.

Ready to foster a spirit of collaboration among board members? Let’s dive in!

1. Choose the right board communication tools.

Nonprofit boards often find it important to have a viable platform that enables seamless communication among its members. The software you use to communicate with your board serves as the foundation of your strategy. As such, you should spend time choosing the right tools to streamline operations, which will prove invaluable as your board grows and pursues its strategy. 

Overall, an effective nonprofit board portal will centralize communication, so board members can communicate both during and between meetings. This way, you can focus on leading and your board can focus on governing.

If you’ve never invested in board software or you’re looking to revamp your toolkit, you may need assistance to kick off your search. Let’s explore a few top features that will help your team streamline communications:

  • Agenda building tools – Make your meetings more focused by creating a strong agenda. Your board software should allow you to quickly build and share meeting agendas so everyone can come fully prepared with insightful thoughts. Plus, some platforms will allow you to take minutes directly on your agenda, so you can ensure every topic is thoroughly covered.
  • Meeting scheduling tools – Determining an agreeable time can be one of the most frustrating parts of lining up meetings. With a board portal that offers scheduling capabilities, you can easily locate the best possible meeting time for each of your members and save time that can be better used discussing important initiatives.
  • Video capabilities – Right now, organizations are forced to comply with social distancing recommendations in order to protect their board members. This means shifting to virtual meetings for the time being, which removes a much-needed face-to-face element. Ensure your board meeting software offers video conferencing tools so that board members can accurately gauge each other’s thoughts throughout meetings. Learn more effective tactics and tools for virtual meetings with this helpful guide.

Prioritizing the above features in your search will serve as a great starting point. Whether during meetings or between them, your board must have a flexible and reliable way to communicate. Otherwise, time-sensitive decisions will be delayed and your nonprofit will surely experience setbacks.

2. Focus on developing trusting relationships.

Your board’s communication relies heavily on strong relationships and a foundation of trust. However, this doesn’t occur overnight. Rather, trust is developed over time through mutual experiences and open conversations. By intentionally developing relationships, your board members will feel appreciated and will likely want to continue volunteering in order to advance your cause well into the future.

To maximize the effectiveness of your communication plan, try out the following tips for developing trustworthy relationships:

  • Communicate often, not just during board meetings. Having intentional conversations around initiatives can put you on the path to success. Sit down with individual board members to gauge their thoughts on organizational improvements as well as potential challenges that they could see arising. You may even consider lining up get-togethers outside of the boardroom (such as an annual retreat) to engage in some team-building exercises in a more relaxed environment. These steps will proactively communicate that you value your volunteer board members’ hard work.
  • Assure board directors that communication is confidential. Much of the nonprofit board’s work is confidential. To protect sensitive information, ensure your board portal enables security features and allows members to communicate without worry. This will add a level of trust among members and open up the floor for proactive discussion between meetings.
  • Create a culture of collaboration. A positive boardroom culture involves a certain level of inclusiveness and openness to all perspectives. It should reflect a collegial environment where full participation and dissenting opinions are encouraged and accepted at face value, rather than being immediately shot down. An open environment will work wonders for sparking motivation among your board. Remember, board directors are expected to support decisions even if they disagree with them behind closed doors, so do your best to invite everyone to voice their opinions.

The nature of your relationships is a good indicator of whether or not your board exercises good communication. By intentionally building trustworthy relationships, you’ll create a collaborative team that’s willing to work together to advance your cause.

3. Clearly define roles and responsibilities.

One fatal mistake that some nonprofits make is glossing over the duties and expectations for new volunteer board members and leadership. For instance, it’s often expected that directors make personal donations and use their personal and professional networks to advance the organization’s mission. It’s best to communicate your expectations upfront so as not to run into confusion later. Otherwise, you risk compromising members’ experiences and hosting ineffective meetings.

Beyond defining day-to-day responsibilities, it’s important to also define who’s responsible for one-off activities. Let’s explore two types of tasks you may encounter:

  1. In-meeting tasks. Prior to meetings, it’s important to clarify who’s responsible for tasks during the meeting. For instance, a board chair should be in charge of running the meeting and transitioning between topics on the board meeting agenda, while the executive secretary should take minutes.
  2. Follow-up tasks. Productive meetings often produce countless follow-up tasks, each of which is important to the continued success of your organization. The moment a new project arises, be sure to delegate who will be responsible for completing it. Streamline the process by assigning these tasks and setting deadlines within your nonprofit board software.

When you have a particularly productive volunteer board, new tasks will pop up quite often. Get ahead by making sure all board members understand what’s expected of them upfront. As one of the first steps any nonprofit should take in volunteer management, this can prevent major challenges and misunderstandings about who is responsible for completing what tasks. 

Continue exploring the components of effective coordination with this volunteer management guide from Mobilize, which details easy strategies for engaging these individuals.

4. Proactively document meetings.

During each of your board meetings, a slew of decisions will likely be made, whether they’re pertaining to new fundraising endeavors, upcoming projects, or other involvement opportunities. As changes are made, make sure they’re properly documented in the minutes and distributed in a timely manner. Otherwise, it may result in confusion when it comes to carrying out those updates.

Further, proper documentation makes it easier to communicate decisions to those who were unable to attend. The goal of your minutes should be to make them clear enough that someone can understand them several years down the line. To accomplish this, here are a few ways to ensure all pertinent information is documented throughout each of your board meetings:

  • Keep a list of all attendees. Make note of who’s in attendance, including members of the board and any non-voting participants with their names, titles, and reasons for attending.
  • Keep a record of motions. This includes the names of who made the motion and who seconded it as well as the number of votes in favor of the motion, the number of votes against the motion, and the number of abstentions.
  • Document the rationale behind key decisions. Doing so will help to communicate why certain decisions were made to third-party entities. For instance, in the event of any legal complications, rationales will back up your actions.
  • Use your agenda as an outline. This will provide your minute-taker with a predefined structure, so they can focus on accurately capturing details during meetings. This way, they won’t overlook any key discussions.

By documenting pertinent changes as they arise, each board member will stay up-to-date and be well prepared for future decision-making, regardless of whether they were able to attend a meeting. Learn more about the practice of taking minutes with Boardable’s complete guide to board meeting minutes. Knowing what to include and what to exclude in your minutes will prove invaluable as your board continues its work.

Clear and timely board communication is a key contributor to board effectiveness. Remember, it all starts with effective communication tools and requires you to develop a foolproof plan. By empowering your board members with the tools and tips they need to succeed, they can get back to focusing on what matters: furthering your work and helping you to achieve your mission. 

Over time, you’ll come to realize that good communication will fuel members’ passion for your nonprofit’s cause. By intentionally using impactful communication strategies and methods, your board will transform its efforts in no time.

About Jeb Banner: 

Jeb is the founder and CEO of Boardable, a nonprofit board management software provider. He is also the founder of two nonprofits, The Speak Easy and Musical Family Tree, as well as a board member of United Way of Central Indiana and ProAct. Jeb is based in Indianapolis, Indiana.

As the CEO and a Founder of Boardable, Jeb is passionate about community nonprofits, entrepreneurship, and more. He also founded SmallBox, a creative agency for mission-driven organizations, and is co-founder of The Speak Easy and founder of Musical Family Tree, both 501(c)(3) nonprofits.

About Boardable: Boardable is an online board management portal that centralizes communication, document storage, meeting planning, and everything else that goes into running a board of directors.

Read More

VolunteerLocal Partners with Blerter For Safer, Smoother Event Management

Isabel Reed

VolunteerLocal is thrilled to announce a new partnership with Blerter, a tool that helps outdoor events streamline delivery, prepare for things that can go wrong and increase crew engagement. With a simple, easy-to-use platform that helps centralize your communications, operations and safety processes – your entire event team is connected in one place.

We had the pleasure of chatting with Anthony Vernon, Head of Sales at Blerter about what they do, their partnership with VolunteerLocal, and how he sees the future for the events industry. 

How do you describe Blerter to someone who’s never heard of it before?

Blerter is an event delivery platform that connects your entire event crew on one unified platform to centralise communication, manage risk and streamline operational delivery. It leverages the latest digital technology to provide visibility and situational awareness across teams and locations by allowing users to rapidly communicate issues and incidents, giving event organisers the ability to deploy resources faster and easily crowd source event intelligence for better audit control and post event reporting. 

It helps protect the sponsors brand, support the event experience and mitigate the risk associated with your insurance premium and legal liability.

What are the primary industries you serve?

We developed the platform to serve the events industry – in particular sports and festivals. Blerter is purpose-built for the idiosyncrasies and dynamics of each event.

Why is your solution important? Why is it innovative?

Events can be incredibly rewarding. But there is a fine line between getting it right and wrong. Events provide opportunities to curate wonderful experiences and as events professionals we are obligated to create an environment to make this happen. 

But this is no easy task, we’ve found that most events still use radios, paper forms or apps like WhatsApp to communicate and deliver the event. These systems have inherent flaws and create disconnected teams and disorganised communication. Information often goes missing, they lack context, people can be sent to the wrong locations to deal with issues and some teams like volunteers, often, have no direct line of communication at all. They are briefed for 30 minutes before an event and told to call a number or find someone with a radio if something goes wrong. It’s not effective. There are too many opportunities for time delays to occur, which is not suitable for a time sensitive industry. It only takes one situation to escalate and the entire event is at risk.

There are currently no systems that help events centralise communications, operations and safety in one platform. That is why we are innovative.

Why partner with VolunteerLocal? How do you think this partnership will benefit the industry?

Almost every customer I have a conversation with asks if we integrate with a volunteer management system. This partnership will allow customers to build a robust technology infrastructure, leverage specialist technology in one workflow, seamlessly share data and reduce administration time by digitising the process of volunteer management, registration, briefing, training and communication. 

It is a seamless end to end solution. 

What’s one thing you’d like our customers to know about Blerter?

We have an extremely diverse team. Nearly 50% of our development are female and over 60% of the company coming from different countries and ethnic backgrounds. I think this has allowed us to innovate and explore new ideas much quicker than our competitors. 

Where do you see the industry heading in the next 5 years? How is your company positioned to enable that growth?

I think the events industry will be the leader for leveraging experiential technologies. You can already see it happening with music artists appearing as holograms, virtual and augmented reality becoming more common amongst E-Sports and Gamers. It will dramatically change the marketing landscape, audience engagement and how sponsors will leverage their products.

Ultimately, I think it will help events drive new revenue streams and reach a larger global audience.  It epitomises the global economy we now live in. Technology will allow consumers around the world to experience the atmosphere of the Super Bowl as if they were actually there, without having to buy the ticket, flights and accommodation. 

To find out more about how you can use Blerter with VolunteerLocal, click here.

Read More