Board Member Pipelines: What’s the Deal with all this Tracking?

This session provides a case study of the board candidate tracking process and strategy maintenance at the Sinai Health Foundation. 

Typically, the focus in Prospect Research is finding the next big donor. Our response to the volunteer pipeline is usually reactive in the form of profiles or a one-off request to find potential nominees. 

At the Sinai Health Foundation, we recently introduced a board renewal strategy to show the volunteer board pipeline a bit more love. Through a robust tracking process and strategic development, we are creating a sustainable pipeline of future volunteers.

Intended Audience: Beginner, Intermediate

Key Learnings:

1. Development of a cultivation cycle for board prospects
2. Reporting and monitoring of strategic next steps for board candidates
3. Utilizing the Volunteer Module in Raiser’s Edge