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Intros through a nonprofit board you share

A nonprofit or community board seats you next to executives and their friends. Here's how to earn intros there without treating it as a lead list.

Kevin French
· 3 min read

Senior buyers serve on boards outside their day jobs. Hospitals, schools, arts groups, local foundations, industry associations.

So do the people who know them. A nonprofit board is one of the few rooms where a services founder sits as a peer next to a CFO from a bank and a COO from a manufacturer.

That room can open doors. It closes them fast if anyone senses you joined to sell.

Serve first, for real

The only reason to join a board is that you care about the mission. If you join for the contacts, it shows in about two meetings. You skip the committee work, you talk about your firm at dinner and people quietly stop trusting you.

So pick a cause you'd support with no pipeline at all. Then do the work. Join a committee. Show up prepared. Bring a skill the board needs, whether that's finance, technology or running a project.

People learn who you are by watching you work for nothing. That's the best reference you'll ever get.

What the board gives you

Over a year or two, you get to know the other members the way colleagues know each other. How they think, what they care about, what they're dealing with at work.

And they get to know you. When a fellow board member later hears you might be useful to someone they know, they can vouch for you from experience, not from a LinkedIn profile.

That's the warm path. It isn't the board member as a buyer. It's the board member as someone who's watched you be reliable.

Keep the board and the business apart

Never pitch in board meetings, at board events or on the board's email list. Never use the member directory for outreach. Never ask a fellow member for an intro in the parking lot after a meeting.

Those lines matter more on a board than anywhere else. The organization depends on members trusting each other. If you blur them, you hurt the cause, not just your reputation.

If business comes up, it should come up from the other person. "What does your firm do again?" is an opening. Answer briefly and move on.

When an ask is fair

After you've served for a year or two, you'll know a few members well. You'll have worked on a committee together, traded notes on a hard decision, maybe had dinner.

At that point, a separate, private ask outside board business can be fine. Keep it the same as any good intro request. Specific, short and easy to decline.

Say you've served two years with Dana on the finance committee of a regional food bank. Dana's former colleague, Arjun, is now CIO at Pellham Grocers, which just announced a plan to rebuild its supply chain systems.

You write to Dana from your work email, not the board account. You say you saw the Pellham news, that your firm has done similar work for two regional grocers and that you'd value a short intro if Dana thinks it fits. You say plainly that a no won't change a thing.

Saw Pellham's plan to rebuild the supply chain systems across all 60 stores. Coming in as CIO with that already announced, my guess is the hard part is keeping replenishment running on the old system during the switch. Is that accurate, or is the bigger issue something else?

Dana can forward it in ten seconds and never feel used.

Watch for conflicts

Some members can't help you, and you shouldn't ask. A board member who's a partner at your client's audit firm. A member whose company competes with your client. A member whose employer the nonprofit depends on for funding.

When in doubt, don't ask. The board is worth more to you as a place you serve well than as a source of any one meeting.

The point

A shared board is a warm path built on years of real service. Join for the mission, keep business out of the room and make private, small asks only after people have seen you work. For the same instinct in other settings, see building a network before you need it and weak ties are where intros come from.

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