How to Be on a Nonprofit Board Without Regretting It

Making the Right Match and Getting What You Need

Young and happy nonprofit board members at a meeting.
Jacobs Stock Photography/Photodisc/Getty Images

Serving on a volunteer board of directors can be a study in frustration or one of the great pleasures of your life.

If you and the organization are not well matched, you may be bored at best and appalled at worst.

But when both volunteer board member and group are in tune with one another the experience can be personally and professionally rewarding.

One of the best guides to nonprofit board service is by Doreen Pendgracs, a veteran board member.

Pendgracs wrote Before You Say Yes...A Guide to the Pleasures and Pitfalls of Volunteer Boards back in 2010. Her ideas are as relevant as ever.

Expectations and Compatibility

Pendgracs says we should think about why we are being recruited for a board and then make sure that the reasons match what we can or want to provide to a board.

Board members, Pendgracs says, are recruited for several reasons:

  • Their profession. There is a range of expertise and talent that most boards need. That is why you're likely to find a lawyer or two, an accountant, a medical professional, or a former teacher, depending on what kind of organization it is.
  • Their contacts. An organization might look for someone from a particular place, from a certain group or political party. An organization may need directors who represent particular groups of stakeholders.
  • Their bank account. Nonprofits need money. They are likely to want people on the board who can become donors, and just as important, know people who can become donors.
  • Their age. The charity may be looking for young people who bring a fresh perspective or people with experience.
  • Their reputation. A nonprofit may be attracted to someone who has a noteworthy history or is known for some unique ability or achievement. People who have a high public profile in the community can be especially valuable.
  • They know someone on the board. This shouldn't be the only reason one might be recruited for a board, but most board members are colleagues, close friends, or neighbors to someone who already serves on the board.

Try to figure out, or just ask, why the group is interested in you. Then make sure that you will be able and willing to fulfill those expectations.

What Should You Know Before Saying Yes to Serving on a Board?

Besides knowing why you are being recruited and thus the board's expectations of you, it is important to find out other crucial information, such as:

  • How and where are meetings held? Are they local? Across the country, or virtual? How often does the board meet? How is business conducted between meetings? How much time will I be expected to devote to board business?
  • Is there a cost associated with attending meetings? Are board members reimbursed for travel expenses? Is there an honorarium?
  • Will you be expected to donate a certain amount? How much fundraising will you have to do? 
  • Is there adequate Directors and Officers (D&O) insurance to protect board members in case of a lawsuit or other disaster?
  • Does the organization have a good training program for new board members?
  • How formal or informal is the board? Check that against your preferences and needs.

What Are Your Rights as a Board Member?

Look, when you serve on a board, you have legal obligations.

You could be liable if you and your fellow board members don't keep the organization out of trouble. Consequently, you have rights, primarily the right to be safe, well informed, and protected.  Make sure that the organization can provide:

  • Full and proper training
  • Full disclosure before voting on any issue.
  • A safe and secure environment in which to conduct meetings.
  • Outside expertise when needed.
  • Good insurance such as general liability and directors and officer insurance

What should you do if you feel uncomfortable or feel that your rights have been violated? 

"Resign," says Pendgracs.

"If you find yourself on a board that is clearly not a good fit, resign -- or at the very least, do not renew your term. It's better than banging your head against the wall."

5 Essential Questions to Ask Before You Say Yes to Serving on a Board

Besides digging up all the info mentioned above, Jill and Daniel Welytok, authors of Nonprofit Law & Governance for Dummies, suggest that you ask the following questions before accepting a board position:

  • Who is on the current board and how did they get there?

Find out, tactfully, about the skills and experience of current board members. You'll get a good idea of just how solid the board is. For instance, is there someone who has an accounting background or experience in reading financial statements? 

  • How long do board members serve?

Some boards have very long terms, such as five years. Can you be sure that you will be able to serve that long? If the term is very short, say two years, will you have time to make a difference?

  • How many board members are needed to take action?

The organization's bylaws will specify how many board members there are (usually 6-12), and how many members must be present to do business and vote. 

  • What committees does the board have?

Common ones are audit, programming, fundraising, public relations, and nominating committees. Make sure that you get assigned to the committee that suits your skills. If you're a financial professional, you likely won't want to serve on the PR committee.

  • Can you see the books and records of the nonprofit?

A nonprofit's tax return is called the 990, and it has to be made available to the public. Even small nonprofits should have some accounting system that they can offer for your inspection. If an organization balks at your request to see financial information, consider that to be a red flag.


  • How large is the overall budget?

Look at how the organization uses its money. Although most revenue should be going to programs, not administration, make sure the organization isn't starving for lack of infrastructure, equipment, and other tools to do its job well.  Check out the salaries for top they seem reasonable?

  • What are responsibilities of the directors?

Is the board advisory only? Or is it a real, working board?  Board members have legally defined duties such as determining the group's mission and purpose; selecting the executive director; overseeing strategic planning; and fundraising.

Conflicts of interest on the part of board members can put the entire organization in peril. Make sure that you have none before you agree to serve.

  • Are the payroll taxes of the organization up-to-date, or is it being sued?

If a nonprofit fails to pay its taxes, the IRS can impose harsh penalties on it. Furthermore, board members could be sued for allowing such penalties to accumulate.

Is the board being sued or has it ever been sued? Being sued is not a reason to run from a nonprofit, but you should certainly know about and understand any lawsuits. It can indicate a tendency for the board to operate recklessly.

Board members are only protected from liability as long as their actions remain within the boundaries the organization has set up.

If this sounds like overkill just because you were asked to serve on your homeowners association board or that of the tiny nonprofit across town, think again. Being a nonprofit board member is a serious commitment with consequences should things go awry.

Even if you only take a few of these suggestions, you're likely to be ahead of most people who accept board positions.

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