Building Blocks: Your Board’s Role in Fundraising: TRACK 201 INDTICKET at – Charlotte, NC

See Building Blocks: Your Board’s Role in Fundraising: TRACK 201 INDTICKET Live in Charlotte on Friday, November 20, 2026, Doors Open at 8:30 AM

Track 201: Eligibility Criteria:

Organization in operation for 10+ years
Philanthropic revenue exceeding $1 million
Executive Director with 5+ years of experience in the role
Minimum of 3 paid staff members
Board comprising 10 or more members

Registration Guidelines:

Only one staff member per session may attend. Additional staff who wish to participate in the Building Blocks of Successful Boards Series must register separately via the provided ticket link. 

Your Board’s Role in Fundraising: November 20th (8:30 am – noon)
Getting new board members off to a strong start is essential for building an effective, engaged board. This interactive session will walk you through how to create a clear, consistent board orientation process that sets expectations and builds confidence from day one. 

You’ll learn how to structure orientation materials that cover your organization’s mission, history, programs, financials, and governance responsibilities, ensuring every member understands their role in advancing your mission. In the second half, we’ll dive into fundraising engagement—including how to develop a practical Give/Get policy, and creative ways to involve board members in development activities that align with their strengths and comfort levels. 

You’ll also explore meeting strategies that keep fundraising and stewardship front and center all year long. By the end of the session, you’ll leave with concrete tools, templates, and fresh ideas to help your board members feel prepared, motivated, and ready to lead.

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