Rethinking Board Recruitment: The 4 Ws That Really MatterWhen I ask a nonprofit leader what they’re looking for in a new board member, I often hear one of three things: “We need someone with deep pockets.” “We need someone who knows people.” “We just need someone who will actually show up and help.” That’s where the old 3 Ws model comes from: Wealth, Window Dressing, and Worker Bee. (Quick note: I didn’t come up with those labels – and they’re not meant to be demeaning. These short-hand categories have been floating around the nonprofit world for decades because they’re easy to remember and speak to the roles board members often play.) But that “Worker Bee” bucket? It was doing too much. There’s a big difference between someone who’s eager to help and someone who brings a specific, strategic skill set that your organization really needs. So I’ve updated the model. Here’s what I use now: The 4 Ws of Board Value 1. Wealth Financial capacity and willingness to give meaningfully. These board members lead with their giving and help bring others to the table. 2. Window Dressing These members come with name recognition, public credibility, or powerful networks. And let’s be clear: this isn’t fluff. Think of actual window dressing – it draws people in. Visibility, reputation, and access to new audiences can absolutely drive momentum, when paired with authentic engagement. 3. Willing Hands These are the doers. They show up, roll up their sleeves, make thank-you calls, stuff envelopes, and volunteer at events. Their time and energy are often the engine behind day-to-day progress. 4. Wisdom These folks bring specific expertise – finance, legal, marketing, investments, HR, governance, DEI. They help your organization make informed, strategic decisions. A Visual Way to Think About It You can picture this concept as a four-part Venn diagram – each W intersecting with the others. The center is where your dream board prospects live: those rare folks who bring all four. Note: This image is a helpful visual, but not mathematically perfect. Some combinations (like Wealth + Wisdom) don’t appear distinctly due to the limitations of 4-part diagrams. A Practical Way to Use It In real-world board recruitment, it can help to ditch the diagram and move to a simple grid. A spreadsheet like the one below makes it easier to evaluate prospective members based on the categories they fulfill – and shows where you’re strong or where you need to recruit intentionally. Each person is evaluated on whether they bring one, two, three, or all four of the Ws. Then you can sort, filter, and prioritize your outreach. The Real Goal Build a board full of people who bring at least two of these categories – and who align with your mission and values. Look for overlaps. The magic is in the mix. And don’t leave this work to the board alone. Your fundraising staff and executive leadership need to be working hand-in-hand with the nominating committee – from the very beginning. They know the needs, they understand the gaps, and they’ll be the ones partnering with these new board members down the road. When you use the 4 Ws to guide your recruitment, you’re not just filling seats. You’re building something durable, strategic, and deeply aligned with your mission. P.S. Want to take the first step? Grab my free Board Fundraising Menu – a customizable and printable tool that helps your board members choose where and how they can plug into fundraising. It’s clear, easy, and surprisingly motivating. Cheers! PS - I hope you’ll continue the conversation by subscribing to Real Deal Fundraising. When you subscribe, you’ll get my e-newsletter, which includes the best articles on fundraising, productivity, and cool stuff every week. The whole thing is curated awesomeness as well as freebies like webinars, instructional videos, and whatever else I can put together to be helpful to you!
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Jessica Cloud, CFREI've been called the Tasmanian Devil of fundraising and I'm here to talk shop with you. Archives
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