Board Prospecting

Help SAVI - Strategic Alliance Veteran Integration look through the Organization's data to assess their current audiences to determine a shortlist of potential board members.
SAVI - Strategic Alliance Veteran Integration
Irvine, CA, USA
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SAVI - Strategic Alliance Veteran Integration
Irvine, CA, USA

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Posted March 18th

Project details

What we need
  • Assessment of current donors, volunteers, beneficiaries and other constituents to pinpoint people who are interested in serving your Organization
  • Informal staff and board interviews to survey potential connections and/or leads
  • A document of up to ten pages that lists potential board members based upon your Organization's data and current audiences
  • Note: The Professional will not be communicating with prospective board members.
Additional details

We have maintained a small board (max 5) since inception. Our board is not a working board which we want to change. We want to open up a round of board recruitment but need a more refined process, from candidate identification to onboarding.

What we have in place
  • We currently have a large network, which should make it easy for you to get started. We also have organizational material, and the ability to provide any other information you need.
How this will help
This project will save us $5,198 , allowing us to continue serving Veterans with our free program during their military transition

Our board leads the strategic charge for our organization. As most nonprofit require, fundraising is critical. Having willing and able board members is the foundation for our success.

Project plan

P
Prep: Introduction & Kick-Off
  • Volunteer Manager provides relevant materials on Organizational history, mission and board recruitment priorities
  • Volunteer Manager shares donors, volunteers, beneficiaries, and other audience data with Volunteer including but not limited to communications engagement, volunteering hours, donations, success stories, and network connections
  • Volunteer Manager connects Volunteer to any board members and/or staff members who are involved in board prospecting
1
Milestone 1: First Round of Research
  • Volunteer conducts first round of research and board and staff interviews (if applicable)
  • Volunteer connects with Volunteer Manager for an overview/progress update based on first round of research to align on documentation structure and preliminary findings
2
Milestone 2: Final Round of Research & Discoveries
  • Volunteer delivers final list of prospective board members with relevant information compiled during research with key takeaways highlighted in separate document
  • Some examples of what information the document may include, if applicable and available: names, contact information, the reason why they're a prospect, if they have any connections to staff or board members, how likely they are to be interested, and/or an overview of volunteer and giving history
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About the org

SAVI - Strategic Alliance Veteran Integration
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Our mission

SAVI helps Veterans navigate the complexities and frustrations of transitioning to civilian life by providing benefits education, custom support and more as part of a suite of proprietary programs.

What we do

SAVI is a national nonprofit that is dedicated to clarifying VA benefits and providing custom transition solutions to Veterans and the organizations that support them.

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