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Board of Trustees - template

  • 1.  Board of Trustees - template

    Posted 26 days ago
    Does anyone have a template they would be willing to share that is given to their board members and discusses each trustee's giving plan for the fiscal year?  I have searched the library and found governing board metrics and performance reports for board of trustees   We have a Trustee Expectations document each one completes that discusses the minimum gift expectation.

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    Teresa Kennell
    Director of Advancement Services
    Eureka College
    tkennell@eureka.edu
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  • 2.  RE: Board of Trustees - template

    Posted 26 days ago
      |   view attached
    I strongly recommend you check out the resources at BoardSource.org.

    If you are talking about reviewing a Board members' performance during the year, I do not recommend you focus your assessment on their fundraising plan.  Trustees have that as only one component of their overall responsibilities for serving on the Board.  When I work with organizations and their Boards, we evaluate all of their performance factors on at least a semi-annual basis.  Their progress on their fundraising plan is just one small piece.  For those reviews I usually use the written goals and objectives document created at the beginning of the year.

    However, if you are looking for a template that will facilitate the creation of a fundraising plan, please take a look at the attached.  I think Joan developed this template with non-higher education nonprofit organizations in mind.  However, I find the template very useful in much of my work.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987




    Attachment(s)



  • 3.  RE: Board of Trustees - template

    Posted 26 days ago
    Thank you John. I will take a look at BoardSource.org.

    The attached template will be very helpful in the information we will be asking.



    --
    Teresa Kennell '10
    Director of Advancement Services
    Eureka College - 300 E. College Ave. - Eureka, IL  61530
    Phone:  (309) 467-6319  --  Fax: (309) 467-6325

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