Best Practices for Virtual Foundation Board Meetings - Exponent Philanthropy
A post to Exponent Philanthropy's blog

Best Practices for Virtual Foundation Board Meetings

Photo by Surface on Unsplash

The idea of virtual board meetings has been around since conference calls first began. However, these often were only used as a last resort and gave way to board retreat weekends filled with activities, catered meals and a focus on community building. The goal of these activities is to help form strong relationships to help facilitate honest and impactful decisions in the board room.

As veteran organizational strategist and author Nanette R. Fridman asks,

“Do you know where the most honest, insightful and productive board conversations historically took place pre-Covid? If you just said the parking lot, then you’re likely a veteran board member or board observer.”

Why is this traditional behavior so true? When people feel comfortable with each other, and understand each other, then meaningful conversations and decisions can happen.

Creating these relationships in a remote or virtual environment was once thought to be impossible. Even early technology adopters still preferred in–person meetings for the voting sessions, and those who were hesitant to adopt new technology often times held the rest of the group back from any kind of official technology adoption.

Photo by Surface on Unsplash

Last year, due to health and safety regulations related to COVID-19, in-person gatherings were severely restricted and almost all travel was canceled. However, board members were busier than ever. When there is need, philanthropy steps up.

Boards were forced to adjust quickly and find a way to meet without being in the same space. Using remote meeting technology: cameras, computers, phones; electronic board book technology; and shared information platforms, board members got together and got funds out the door.

What was the most surprising result of these virtual meetings? The board members liked it. Our customers report higher engagement, more meaningful feedback, streamlined administrative tasks and overall positive feedback from the board.

How are foundations achieving these results? Below are key tips gathered from both customers and board members.

Cameras on

Embrace the virtual technology. Don’t just try and hold an in-person board meeting on a virtual platform. This can be done by hosting a virtual ice breaker, and by using video conferencing technology to enable board members to show each other a little bit of themselves, as if they were in a board room together. A little show and tell can go a long way in helping people find connections with each other.

Support board members with pre-meeting sessions and materials

So many portions of the board meeting can be done in advance using modern technology. Not only could board members review grant requests, but they can also discuss specific aspects with each other, or even vote using board book technology. Keeping everything in one platform will make it easy for the board chair to review and ratify at the actual meeting.

Review your bylaws to understand what you can do with a virtual quorum

Make sure to review your bylaws well before the meeting and address any needed changes upfront. Many bylaws were not created with virtual meetings in mind, and might require adjustment to accommodate virtual meetings. You want to make sure well before the meeting starts that everything you do at the meeting will stand after everyone logs off.

Shake it up!

Invite special guests to come and pop into the meeting. With everything being virtual, we have seen examples of all kinds of guests from, nonprofits giving quick cameos, influencers and experts holding Q&A sessions, to even a lama popping in for a quick visit. Creating shared experiences remotely, helps build comradery and open people up to having honest conversations.

Have breakout rooms

Most kinds of video conferencing software allows members to break out from the main room into small chat groups. Using this feature to ask groups of people to complete a task together can help to shorten the length of meetings and is a great way to encourage people to speak up who might otherwise stay quiet. We have seen the same effect with using the chat feature and enabling board members to write down their comments or questions without interrupting the current speaker.

Virtual board meetings have opened up a world of possibilities for organizations to attract board members that add a needed presence and bring new skills. It’s time to rethink the change that is needed at your organization, and with virtual board meetings there is a seat at the table for everyone.

Blackbaud (NASDAQ: BLKB) is the world’s leading cloud software company powering social good. Serving the entire social good community—nonprofits, higher education institutions, K–12 schools, healthcare organizations, faith communities, arts and cultural organizations, foundations, companies and individual change agents—Blackbaud connects and empowers organizations to increase their impact through cloud software, services, expertise and data intelligence. The Blackbaud portfolio is tailored to the unique needs of vertical markets, with solutions for fundraising and CRM, marketing, advocacy, peer-to-peer fundraising, corporate social responsibility, school management, ticketing, grantmaking, financial management, payment processing and analytics. Serving the industry for more than three decades, Blackbaud is headquartered in Charleston, South Carolina, and has operations in the United States, Australia, Canada, Costa Rica and the United Kingdom. For more information, visit or follow us on TwitterLinkedInInstagram and Facebook.


  1. Scott Gelzer

    Many good points here. However, these are not “best” practices for everyone; they are great ideas to consider. Those of us in the support professions and on Foundation Boards can help identify effective practices but they may/may not fit well with each Board. Now, off my “best practice” soapbox, I would add diverse agenda items – brainstorming, evaluation, reports, and making sure there are different people leading various conversations, so there’s not the same old voices. I like the “embrace the new ways” tone of this post. If we embrace the new ideas in virtual meetings we can greatly enhance participation by both those on the Board and those we want to invite to our conversations!

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