10 Things Every New Nonprofit Board Member Should Do

Joining a nonprofit board of directors is a rewarding opportunity to make a significant impact on causes you care deeply about. However, it also comes with responsibilities that require preparation and commitment. If you’re a new board member, here are 10 essential actions to set yourself up for success and help your organization thrive.

1. Understand the Nonprofit's Mission and Vision

Your nonprofit’s mission and vision are the guiding principles that shape every decision the organization makes. Take the time to understand these statements deeply. Review the nonprofit’s founding documents, including its bylaws, mission statement, and any strategic plans.

Ask questions to clarify your understanding:

- What specific problem does the organization aim to solve?

- Who does the nonprofit serve?

- What are its long-term goals?

Aligning with the mission ensures your decisions as a board member support the organization’s purpose.

2. Familiarize Yourself with Governance and Legal Responsibilities

As a board member, you have a fiduciary responsibility to the organization. This includes the duties of care, loyalty, and obedience:

- **Duty of Care:** Make informed decisions by staying engaged and reviewing relevant materials.

- **Duty of Loyalty:** Always act in the best interest of the nonprofit, avoiding conflicts of interest.

- **Duty of Obedience:** Ensure the organization complies with laws and adheres to its mission.

Attend any orientation sessions and review key documents like the organization’s articles of incorporation and Form 990 (if applicable).

3. Get Acquainted with the Organization’s Financials

Financial oversight is a critical responsibility of any board member. Familiarize yourself with the organization’s budget, financial statements, and sources of revenue. Understand:

- How funds are allocated.

- Major expenses and potential financial risks.

- Funding sources, including grants, donations, and earned income.

Consider meeting with the nonprofit’s treasurer or CFO to discuss the organization’s financial health and any challenges it faces.

4. Meet the Executive Leadership Team

Building a strong relationship with the executive director and senior leadership team is key to effective board governance. Schedule a one-on-one meeting with the executive director to:

- Understand their vision for the organization.

- Learn about their biggest challenges and how the board can support them.

- Clarify how the board and staff collaborate.

Establishing open communication fosters trust and helps you better support the nonprofit’s leadership.

5. Learn About the Nonprofit’s Programs and Impact

Take time to understand the organization’s programs and how they drive impact. Review annual reports, program evaluations, and success stories. If possible, visit program sites or participate in events to see the organization’s work in action.

Ask questions like:

- What outcomes is the organization trying to achieve?

- How does it measure success?

- What challenges do the programs face?

This knowledge will help you advocate effectively for the nonprofit and make informed decisions.

6. Understand How the Nonprofit Compares to Its Peers

Benchmarking your nonprofit against similar organizations provides valuable context for its performance and strategy. Research:

- How does the organization’s budget size compare to its peers?

- What innovative approaches are other nonprofits using?

- How does your nonprofit’s impact and reach stack up?

Understanding your nonprofit’s position within its sector can guide strategic discussions and help identify opportunities for growth.

7. Review and Commit to Fundraising Expectations

Board members play a crucial role in fundraising. Clarify the board’s expectations regarding:

- Personal financial contributions.

- Participation in fundraising events.

- Soliciting donations or connecting the nonprofit to potential donors.

If you’re new to fundraising, don’t worry. Many nonprofits provide training and resources to help board members succeed in this area. Your commitment to fundraising demonstrates your investment in the organization’s success.

8. Build Relationships with Fellow Board Members

A strong, collaborative board is essential for effective governance. Take the initiative to get to know your fellow board members. Attend board meetings prepared and participate in discussions actively. Consider:

- Scheduling informal coffee chats with other members.

- Joining board committees to engage more deeply with specific areas of the organization.

Building rapport with your peers enhances teamwork and decision-making.

9. Assess and Leverage Your Skills and Networks

Reflect on the unique skills and connections you bring to the board. Are you a financial expert, marketing professional, or legal advisor? Identify ways to contribute your expertise to the organization.

Additionally, think about your network. Can you:

- Introduce the nonprofit to potential donors or partners?

- Advocate for its mission within your community?

Sharing your skills and connections can have a meaningful impact on the nonprofit’s growth and sustainability.

10. Commit to Continuous Learning and Advocacy

The nonprofit sector is constantly evolving. Stay informed about trends, challenges, and opportunities by:

- Attending relevant conferences and workshops.

- Subscribing to industry newsletters and publications.

- Engaging in ongoing training provided by the nonprofit.

As an ambassador for the organization, use your platform to advocate for its mission. Share its stories on social media, attend events, and connect with stakeholders to amplify its reach.

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Final Thoughts

Joining a nonprofit board is both a privilege and a responsibility. By taking these 10 actions, you’ll not only enhance your effectiveness as a board member but also contribute to the long-term success of the organization. Remember, your role is not just about governance—it’s about driving the mission forward and making a meaningful difference.