Helping board members become more confident, effective partners in philanthropy

Board members join nonprofit boards because they care deeply about the mission and want to make a meaningful difference. Board service brings many opportunities to contribute leadership, insight, and support — including playing a role in the organization’s philanthropic success. For many board members, the idea of “fundraising” is one of the more uncomfortable aspects of board service.

This package is designed to change that.

Rather than pressuring board members or expecting everyone to engage in the same way, this experience helps board members understand how fundraising actually works and how they can participate in ways that feel authentic, effective, and aligned with their individual strengths. The result is greater confidence, clearer expectations, and a board that is more engaged — and more supportive — of your organization’s fundraising efforts.

* Visuals shown for illustrative purposes. Final deliverables are tailored to your organization.

This Package Includes:

• Facilitated Board Engagement & Philanthropy Workshop
  (2-hour session with a short break, or two 1-hour sessions)
  A skill-focused, engaging workshop led by two experienced Baker Street consultants that helps board members better understand their role as ambassadors, partners, and leaders — and feel more comfortable with the relationship-based nature of philanthropy.

• Board Engagement Preference Survey
  A simple pre-session survey designed to identify how each board member feels most comfortable contributing — helping leadership align people with roles that fit their strengths, interests, and capacity.

• Personal Engagement & Philanthropy Style Coaching
  Board members are encouraged and coached to develop a personal approach to engagement and philanthropy that fits their personality, networks, and comfort level — rather than a one-size-fits-all expectation.

• Proven Tools and Practical Techniques
  An introduction to tested tools and techniques used across successful organizations to help board members understand what effective engagement looks like — and why it works.

• Interactive, Low-Pressure Practice Exercises
  Well-structured, supportive exercises that allow board members to practice conversations and approaches in a comfortable, judgment-free environment.

• Customized Training Materials
  Preparation of all training materials, including a Board Members Guide to Effective Philanthropy that participants can reference after the session.

• Flexible Session Format
  The workshop can be conducted in person or via Zoom, with flexibility to accommodate schedules — including the option to deliver the content in two one-hour sessions.

• Bonus Follow-Up Support
  Two 30-minute Zoom follow-up sessions at approximately 30 and 60 days to answer questions, reinforce learning, and support continued momentum.

What You’ll Walk Away With:

• A board that better understands its role as an engaged partner in advancing the mission

• Increased confidence among board members — without pressure, guilt, or awkwardness

• Clearer, more realistic expectations for how board members can contribute

• A shared understanding that philanthropy is relationship-based and people-centered

• Practical tools and language board members can actually use

• Renewed momentum and engagement around board leadership and support

Interested but have questions?

We get it - budgets are tight and you want to be certain.

Get in touch. Let's meet to see if it's a good fit.