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Know. Like. Trust. Give. Advocate. The Full Journey Your Board Needs to Understand

6/5/2026

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Know. Like. Trust. Give. Advocate. The Full Journey Your Board Needs to Understand

There’s a common shorthand in marketing for how individuals become familiar with brands and institutions: Know, Like, Trust.

Having worked in higher education for most of my career, I have been lucky to have a ready-made constituency that knows the institution well – our alumni. If the institution has done well, most of the alumni will also like and trust their alma mater.

But for most nonprofits wondering why they have trouble raising the funds they need, the problem usually happens upstream. In fact, I add two more crucial steps onto this funnel that make it more relevant for nonprofits, specifically.
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Know → Like → Trust → Give → Advocate
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People may know of your nonprofit from social media or word-of-mouth from a friend who benefitting from your services. They come to like you when they follow you on social media or subscribe to your email list.

Trust is harder to see in behavior, but it is a result of demonstrating good stewardship of your resource and integrity in how your organization moves. Only once they trust your nonprofit will they make a gift.

And generally speaking only those who are fully invested (in both trust and resources) will become advocates and ambassadors for your organization, thereby filling the funnel with more potential supporters!

What’s even more powerful is when you place that funnel next to the Donor Cycle:
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Identify → Qualify → Cultivate → Ask → Steward
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They are describing the same journey from two different angles.

And here’s the leadership insight:

Most boards only show up at "Give" or "Ask".
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But fundraising strength is built long before that moment.

Know = Identify

Before someone gives, they must know you exist.

That sounds obvious. Yet many boards underestimate how much influence they have at this stage.

Board members can:
  • Open doors to new networks
  • Give speeches about your nonprofit in professional and community settings
  • Share organizational updates and impact stories on social media

This is not small work. This is pipeline work.

When a board member says, “I don’t fundraise,” but never introduces anyone new to the mission, what they’re actually saying is, “I don’t participate in identification.”

If you've read my post on Fundraising Avatars, Door Openers and PR Gurus belong right here.

No awareness. No prospects.

Like = Qualification

Once someone knows about your organization, the next question is alignment.

Do they resonate with the mission? Do they see their values reflected in the work?

Board members can support this stage by:
  • Having coffee with a friend who shares similar values and discussing the mission
  • Inviting three friends to an open house or event
  • Sharing authentic stories of impact in their own voice

This is relational, not transactional.

This is where affinity is assessed. Where you begin to see who leans in naturally.

It’s also where many boards are more comfortable than they realize.

They don’t need to ask yet. They just need to connect.

Trust = Cultivation

Trust is where fundraising becomes serious.

This is the longest phase of the donor cycle, and it’s where credibility is built.

Board members influence trust in powerful ways:
  • Leading with transparency and clarity, especially around finances
  • Recruiting new board members who are respected in the community
  • Helping produce an annual report or impact video that communicates results clearly

Trust is not built through charisma. It’s built through consistency and integrity.

If a board is disorganized, opaque, or unclear about financial realities, trust erodes quickly.

But when a board models steadiness and transparency, donors feel it.

This is also where listening matters most. Silence after the ask is powerful, but listening throughout cultivation is what earns the right to ask in the first place.

Give = Ask

Only after Know, Like, and Trust have been established does the Give stage make sense.

This is the inflection point.

Board members can engage here by:
  • Hosting an ask event
  • Making their own meaningful gift
  • Starting a monthly gift
  • Considering a planned gift
  • Telling their story of why they give and giving staff permission to share it

Notice something important.

Board giving is not just about dollars. It’s about credibility.

When board members invest first and speak openly about why, they reduce skepticism and increase alignment.

The ask should never feel abrupt. It should feel like the natural next step in a relationship.

If your board only engages here, you are asking them to operate at the highest-pressure point without participating in the earlier groundwork.

That’s a recipe for avoidance.

Advocate = Stewardship and Re-engagement

This is the stage most boards forget.

Advocates multiply impact.

Board members can:
  • Encourage friends to volunteer
  • Participate in thank-you notes and stewardship calls
  • Emphasize outreach to first-time donors
  • Continue telling stories of impact long after the gift is made

Advocacy is what transforms one-time donors into long-term partners. And stewardship is what turns satisfaction into loyalty.

If your board understands that their role extends beyond the ask, fundraising stops feeling episodic.

It becomes cultural.

The Leadership Question

As a CEO or Board Chair, ask yourself:
  • Where does my board naturally engage?
  • Where are we strong?
  • Where is the arc breaking down?

If your board is only activated at “Give,” you are missing 80% of the journey.

But when you align board strengths to every stage of Know → Like → Trust → Give → Advocate, fundraising becomes coordinated and sustainable.

It becomes a system.

And systems outperform heroics every time.

Ready to Align Your Board to the Full Arc?

If you’d like to assess where your board is strongest (and where you may be losing momentum in the funnel), let’s talk.

In a Discovery Call, we can map your board’s engagement across the full journey and identify practical next steps.

Fundraising is not one moment.

It is a progression.

And strong boards understand the entire arc.
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Cheers,
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P.S. If you found this helpful, there's more where that came from. Subscribe to get practical fundraising strategies delivered straight to your inbox.
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P.P.S. If you're a nonprofit CEO who freezes when it's time to ask, or who knows your messaging isn't landing the way it should, let's connect. I work with leaders one-on-one to get this right.
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If you liked this…
  • Now. Next. Needed: The Simple Way for Nonprofit Leaders to Tell Their Story in a Way that Attracts Funding
  • Asking Is Only 5%: Why Your Board Is Afraid of the Wrong Thing
  • Listening Is a Skill: How Silence Wins Big Gifts
  • The 3 Rs of Fundraising Mindset: What It Really Takes to Talk About Money
  • Authenticity and Vulnerability: Why Alignment Changes Everything
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    Jessica Cloud, CFRE

    I've been called the Tasmanian Devil of fundraising and I'm here to talk shop with you. 

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