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BOARD MEMBER ANNUAL ACTION PLAN
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YEAR:
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VOLUNTEER INFONOTES
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Name
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Board Term Begins
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Current Term Ends
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Committee MembershipCircle all that apply:
Governance
Fundraising/Development
Finance/Audit
Events
Programs
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PLANNED PARTICIPATIONSPONSORSHIP/RECRUITMENT NOTES
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DateComments
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Golf Tournament
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Thank you Task Force
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Luncheon
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Salon at my home or office
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Other:
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Other:
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 Compliance Documentation
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Board Agreement Completed Date:
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Conflict of Interest Disclosure Completed Date:
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GIVE: PERSONAL FINANCIAL CONTRIBUTION
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Donation / SponsorshipValuePLAN/PROJECTEDDATE
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Personal Pledge/ Gift
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Company Sponsorship
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Other:
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GET: SUPPORT GENERATED
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EventValuePLAN/PROJECTEDACTUALS
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Matching/Employer Support
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Golf
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Grant Identification/solicitation
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Gala
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Other:
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INTRODUCTIONSDateComments
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Donor Prospects
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Site Tours
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Event Guests
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Other:
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MISCELLANEOUSComments
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