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Secrets to Engage Your Board in Fundraising (Recorded Version) Canadian Edition

Metasoft Systems

Secrets to Engage Your Board in Fundraising (Recorded...

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Ticket Type Price Fee GST/HST Quantity
Recording Canadian Version CA$59.95 CA$2.49 CA$3.12

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Event Details


Use your existing connections to get more grants from foundations.

Many board members are uncomfortable when asked to contact their friends and professional colleagues for financial support even though they know that the very existence of their organization and the vital programs it delivers depend on a steady flow of cash from donors.

This webinar provides you with tools to engage your board members and get them to be enthusiastic, persuasive and effective in opening doors with foundaions and corporations. We'll show you how to discover, build and nurture your board's connections and turn them into the money you need to deliver your much needed programs.

You will learn:

  • The roles board members can play to: introduce your organization to potential funders because funders like to fund people they know; convey your organization's trustworthiness and credibility because funders need to have confidence that their gift will have the maximum impact.
  • Where to get information about board member connections to funders, so that you can leverage their network of connections to find the funders most likely to fund you. It is who you know and who THEY know. You will be amazed at how you can find a connection to almost anyone.  
  • How to rate the strength of your connections to a funder in determining whether to contact them. We'll show you how to incorporate board member connections into prospect rating systems. This will save time and money by identifying the best prospective funders to approach first and increase your funding success.
  • What to tell board members to say when talking to their connections so they sound confident and at ease while persuading funders in a compelling way to support your cause.


Highlights and outcomes:

Research proves the benefits to organizations with board members who actively fundraise. This webinar incorporates results from a recent study conducted by the Nonprofit Research Collaborative. Over 1,700 NPO's in the US and Canada were surveyed. The study conclusively found that organizations that actively engage their board members in fundraising and exploit their connections are much more likely to reach their fundraising goals.

You will leave this webinar with: 

  • A checklist of what items to cover when asking board members to identify people they know at foundations and corporations, and how to uncover the information by taking advantage of online resources and board member self-reports of their contacts.
  • Key concepts of how to keep track of your contacts, and manage the funder cultivation process. We'll tell you what essential details you need to capture so that board members, staff, and others involved in the process stay coordinated, and know what everyone else is doing, has done, and will do.    
  • Scripts to share with board members to help them comfortably connect with funders on behalf of your project or program, so they will be more confident and convincing to help you raise the money you need.
  • Key findings from extensive research and experience to use to convince your board members of the importance of building strong relationships with institutional donors, a step many have never before considered part of their role.


This webinar, co-presented by fundraising experts Shadi Mogadime and Melissa Brown, will benefit any nonprofit staff members involved in fundraising and in board relations.



 Participation in "Secrets to Engage Your Board in Fundraising" is applicable for 1.50 credits in Category 1.B-Education of the CFRE International application for initial certification and/or recertification.

What others have said about our previous webinars…


“The [webinar] encouraged us to have a fresh approach to grant writing “

- C.N., Vancouver, British Columbia



“It was a great webinar and excellent knowledge shared by Shadi. Thanks for feeding through all the questions and making sure each got answered.”

 - B.D., Las Vegas, Nevada


“Great job. Very helpful. Your last webinar, and the recording you sent afterwards, helped me convince executive leadership to move forward with building cases for support for all our programs.”

 - S.L., Wilton Manors, Florida



Webinar Series Guest Presenter:  Melissa Brown

Melissa Brown

Melissa Brown advises nonprofit organizations in the U.S. and internationally. She has worked for nearly 20 year at the Center on Philanthropy at Indiana University, most recently as managing editor of Giving USA.

Ms. Brown presents on generational differences on giving, writing successful grant proposals, and her research on regional and national giving statistics. Her research focuses on recent charitable contributions, state-level differences in charitable giving, and gender differences in motivations for giving.

She earned her bachelor's degree at Reed College in Portland, Oregon and a Master of Governmental Administration degree at the University of Pennsylvania. Her firm's website is She blogs at under the title "Giving Choices" and tweets as @npowriter.    

Webinar Series Presenter:  Shadi Mogadime

Shadi Mogadime

Shadi is the Senior Fundraising Consultant at Metasoft Systems Inc. She has over 25 years experience in the non-profit sector in Canada and the USA. Shadi has held senior director positions in both marketing and development; juried foundation grants; and facilitated a grant program for a major foundation.

As a consultant, she has assisted non-profit organizations with strategic planning, staff and board development, as well as mentoring a number of senior directors. Shadi has a wealth of knowledge of the non-profit sector and a track record of highly successful programs and projects from multi-million dollar capital campaigns to annual fund strategies for large, small and mid-size organizations.    



Relationship Building for Successful Fundraising Series

Your existing relationships are a goldmine for increasing the amount of money you raise. This series focuses on the kinds of relationships that help you reach your fundraising goals, and gives you all the tools and information you need to get started today! Read more…

Series Webinars:

1. What Foundations Want: Inside Intelligence on Grant-Makers  
   Recording from Tuesday, September 18, 2012

2. Secrets to Engage Your Board in Fundraising  
    Recording fromTuesday, October 2, 2012

3. Get More Grants by Developing Relationships with Funders
    Recording from Tuesday, October 16, 2012

4. Getting the Next Grant by Giving Your Funders What They Need
    and Want
   Recording from Tuesday, November 6, 2012

All webinars include one hour of presentation followed by 30 minutes of questions and answers.

Purchase the whole series and you get one webinar for free!

Series price: $238.40 (regular price if purchased separately $395.80)


About FoundationSearch

FoundationSearch is North America’s leading source of fundraising information for non-profits and charities. Our online resource includes more than 120,000 foundations, representing billions of dollars in annual granting, and includes tools to locate grants by type, value, year, recipient, donor and historical giving trends, and much more. Along with BIG Online, FoundationSearch is a key resource for the nonprofit sector, and an integral part of Metasoft’s mission to help non-profits efficiently identify, attract, and manage the relationships and resources vital to the fulfillment of their philanthropic missions.

About Metasoft

Metasoft Systems Inc. is a privately owned Information Technology consulting and development corporation. Established in 1988, Metasoft operates two successful business units, FoundationSearch/ BIG Online and Imager, that provide market leading products and services to the non-profit and IT sectors. Click here for other Metasoft recordings.


Please note a link to download the recorded session will be provided once your order has been completed. If you have any questions, please do not hesitate to contact us at

Have questions about Secrets to Engage Your Board in Fundraising (Recorded Version) Canadian Edition? Contact Metasoft Systems


Metasoft Systems

Metasoft Systems Inc. is provider of FoundationSearch, North America’s most comprehensive source of fundraising information, with full grant and trending analysis on over 120,000 foundations and an integrated donor management system. Our newest offerings include Director Connections, an innovative relationship mapping tool, and Metasoft Education, featuring web-based and live trainings with leaders in philanthropy.

 All our live and recorded courses are CFRE accredited.

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