Get Your Board Member's Help Without Having Them Ask for Money

One way to be a good steward is to make Thank you calls. These calls are not to replace the thank you call after an annual gift is received. Instead make the call about six months after the gift is received. This is just one way to keep your annual donors engaged in your organization. They will also feel appreciated.

Solicit board members or other volunteers to make the calls. Here is a sample script that can be adjusted to your organization’s needs.


Thank your volunteer for agreeing to make phone calls. Your efforts will go a long way in making our families feel valued and strengthening our long-term fund raising initiatives

Things to remember:

o Calls can be made whenever it is convenient for you. An effort has been made to match you with donors in your time zone.
o Whenever possible, we have provided home or cell phone numbers. Please try these numbers first before business numbers.
o Feel free to leave a message if you get a voice mail.

This script is just a suggestion to get you started. The main point is to make contact and inform the family of our programs and ask for his/her support, but DO NOT ASK for either current or future gifts.

Sample Script: Hello, may I please speak to Mr. ________? This is (name) calling on behalf of the XYZ agency. As a board member, I wanted to tell you about some programs that you may not be aware of at XYZ.

Talking Points:

Our services include . . . . Would you like to hear more about any of these programs? If yes see Program sheet read section pertinent to the area of interest. Then: if you would like to hear more I will have one of our admissions representative call you.

Ask for emails. Benefits: information on activities at XYZ. Usually once a month occasionally there will be an extra email. You can unsubscribe at any time.

Would you be interested in hosting an informational gathering? This could be in your home or a restaurant of your choosing. If no, If you change your mind at a later date please contact XYZ. If yes great I will have representative’s name contact you to work out the details.

Questions you may be asked: This part should be filled with information that pertains specifically to your organization.
What is involved with hosting a gathering? XYZ will take care of the event including invitations and program. You provide a guest list and refreshments. The program is about twenty minutes long. We give information about XYZ programs and answer questions.

Are you calling to ask me for money?
No – we understand that there are many charities out there who ask for your support. This call is just for information and to say thank you for valuing XYZ’s work .

How is the XYZ doing financially?
XYZ has not been immune to the current economic climate affecting nonprofits nationwide. Despite careful investment strategies, the endowment took a significant hit. However, through careful trimming of the budget and smart fundraising strategy, we expect to weather the current economic situation as a fiscally healthy organization. For more information, you’re welcome to call XYZ’s Executive Director, Name phone number

What is XYZ’s mission? Place your organizations mission here.

Thank you for your time.