BTHE BARATELLI INSTITUTE · Mentoring at Scale
FOR BOARD CHAIRS · NOMINATING COMMITTEE CHAIRS · EXECUTIVE DIRECTORS · SPECIAL NEEDS FAMILIES TOOLKIT

Most boards talk around the give/get. Eighty percent have no policy. Here's the math that sets one.

The give/get expectation — what each board member personally contributes plus what they raise from their network — is the single largest predictor of fundraising success. And the single most common governance gap. This tool builds the policy from the inside out: budget reality, board capacity distribution, realistic targets, stress-test, and ready-to-paste policy language. Here, try it. It may help.

Give
Personal annual gift
Get
Raised from network
100%
Participation target
Policy
Paste-ready language
YOUR BOARD
1
Board composition
2
Budget reality
3
Policy selection
4
Stress-test
5
Recommendation & policy
STAGE 1 OF 5

Board composition

Defaults model a typical hospital-adjacent house board (13 seats, mixed capacity profile). Adjust to match your bylaws and the actual room.

Shapes recommendation framing — hospital-adjacent housing draws different prospect pools than arts or higher-ed boards.
Sized to bylaws. Hospital-adjacent houses commonly run 9-21 seats. Below 9 risks single-point-of-failure on giving; above 21 dilutes accountability.
Officers typically carry a higher expectation under a tiered policy. Most houses run 4-5 officers.
Capacity distribution — how many of your seats sit in each tier

Rough split. The point isn't precision — it's whether your policy assumes a board that actually exists. Numbers should sum to total seats.

Affluent professional
Senior physician, partner-track attorney, finance/tech executive. Can write $5K-$25K personally without strain.
Count
Typical give
$
Typical get
$
Business owner / entrepreneur
Founder, owner-operator, family-business principal. Often the largest givers; can move corporate sponsorship and vendor relationships.
Count
Typical give
$
Typical get
$
Retired wealth / family-philanthropy
Retired executives, multigenerational wealth, DAF holders. High-trust givers, slower network activation but deeper pockets.
Count
Typical give
$
Typical get
$
Community leader / subject-matter expert
Pediatric nurse, hospital social worker, lived-experience parent, clergy, educator. Indispensable for mission credibility — small personal give, modest get, but they open doors money can't.
Count
Typical give
$
Typical get
$
The community-leader seat is non-negotiable. Hospital-adjacent houses serve families in crisis. A board entirely composed of wealthy donors loses the credibility and program insight that defines the work. Industry rule of thumb: at least 25% of seats should be reserved for community leaders, lived-experience voices, and clinical/social-work subject-matter experts — with an explicitly lower or waived give/get so the seat isn't financially gated.
STAGE 2 OF 5

Budget reality

The board give/get isn't an abstract principle — it's a number derived from the funding gap. Start from the budget, subtract every other source, and what remains is what the board must cover.

Total annual expense budget. Typical hospital-adjacent house: $800K-$3.5M depending on room count and clinical program partnership.
$
Family suggested donation, contracted hospital revenue, insurance reimbursement. Most houses recover 8-20% of operating cost here.
$
Hospital foundation, community foundation, family foundation, government grant. The portion that recurs reliably.
$
Major gifts from donors outside the board: hospital benefactors, individual major donors, planned gifts maturing. Annualized.
$
Gala net, golf outing, peer-to-peer, annual fund — excluding the portion you'd already attribute to board contribution.
$
In-kind donations that genuinely offset cash expense (food, supplies, professional services). Don't count volunteer hours unless they replace a hired role.
$
Of whatever gap remains after all other sources, how much is the board's job to close? Hospital-adjacent house norm: 60-100%. Below 60% suggests staff fundraising is doing the board's work.
%
A board that funds only to zero is funding to fragility. Most healthy houses target 3-6% surplus annually for reserve and capital.
%
The budget number drives the give/get. If the board carries $180K of fundraising responsibility on 13 seats, that's $13,800 per seat — combined give and get. If your capacity distribution can't realistically deliver $13,800 per seat, you have a structural problem: either the budget is too aggressive, the board is wrong-sized, or the policy is fiction. This tool tells you which, before the policy is adopted.
STAGE 3 OF 5

Policy selection

Four common policy structures. None is inherently right — the right one depends on board composition, budget reality, and culture. Pick the one closest to what you're considering; the math and policy language adapt.

Optional: floors if you chose tiered or give+get above
Minimum personal annual gift. Hospital-adjacent house median: $2,500. BoardSource 2021: median $5K across all org sizes.
$
Minimum raised-from-network (sponsorship, individual asks, table sales). Sub-segment typical: $10K-$25K.
$
Officers typically carry 1.5-2.5× the at-large floor. Modeled at 2× by default.
$
$
Reduced floors keep mission credibility on the board without financially gating the seat. Waiver requires formal nominating-committee designation per seat.
100% giving rate is the industry standard for grant applications and major-donor approaches. Below 100% raises a flag with sophisticated funders.
%
STAGE 4 OF 5

Stress-test

Every board policy looks good on paper at 100% delivery. The honest question is: what happens when a member or two falls short, or the budget tightens? Run the policy under the conditions you'll actually face.

Historical realism, not optimism. Even strong boards see 1-3 members fall short per year (life events, business cycle, transition). Plan around it.
How far below target the typical under-delivering member lands. Usually 40-70% of their give+get expectation.
%
When members fall short, the dollars must come from somewhere. Build the explicit Plan B into the policy — vague "we'll figure it out" is the most expensive plan there is.
What if the budget grows 10-20% next year (added room, new program, opened capital project)? The policy should be resilient under that stretch.
%
The stress-test is what separates a policy from a wish. The give/get number on paper isn't the policy — what happens when reality hits is the policy. Most boards skip this step, set an aspirational number, and then quietly under-deliver year after year. Better: set a realistic number, with explicit Plan B language baked into the governance doc, and over-deliver against it.
STAGE 5 OF 5

Recommendation & sample policy

The math, the recommendation, the industry benchmarks, the stress-test, and ready-to-paste policy language for your governance doc.

WANT THE FULL SPECIAL NEEDS FAMILIES TOOLKIT?

Board give/get is one of the governance levers. There are eighteen more.

The Special Needs Families toolkit covers the operational and governance stack for hospital-adjacent nonprofit housing: occupancy economics, family contribution policy, hospital-partner MOU structure, capital campaign sequencing, planned-giving pipeline, peer-to-peer scaling, board nomination matrix, and the development-office workflow set. Eight tools are live; ten more in build. Here, try the ones that help.

Family Office Reference Guide EPD Guide Full tool catalog
Practitioner reference. Outputs are estimates based on user inputs. The give/get policy language is a starting draft; adapt it to your bylaws, state nonprofit governance statute, and the specific recruitment culture of your organization before board adoption. Cross-check with your nonprofit attorney before formal governance changes. This is not legal, tax, or fundraising-counsel advice.
WANT THE METHODOLOGY BEHIND THIS TOOL?
This calculator pairs with Family Office Guide and EPD Guide.
The tool gives you the give/get math and a policy draft. The guides give you the surrounding work — how to lead a board through give/get culture-building, how to recruit for capacity and character, how the family-philanthropy operating model interacts with board service, and how the long-arc moves-management approach turns board members into lifetime donors and planned-giving prospects.
Methodology references: FO Guide Ch 9 (Philanthropy operating model) and EPD Guide (Executive philanthropy direction & board governance).
Read the Family Office Guide → Browse all guides
PROFESSIONAL DISCLAIMER · PLEASE READ

Educational and informational purposes only. This calculator and any output it produces — including the sample policy language — are intended solely for general educational and decision-support purposes. They do not constitute investment, tax, legal, accounting, governance, or fundraising-counsel advice, and they do not create a fiduciary, attorney-client, accountant-client, or advisor-client relationship of any kind.

Estimates based on your inputs. All results are estimates derived from the data and assumptions you provide. Nonprofit governance law (state nonprofit corporation statute, IRS 501(c)(3) requirements, Form 990 reporting), accounting standards, and the specific facts of your organization can materially change the answer. The sample policy language is a starting draft only; adapt it to your bylaws and state nonprofit statute before adoption. The Baratelli Institute, its affiliates, and any co-branding professional make no warranty of accuracy, completeness, currency, or fitness for any particular purpose, and disclaim all liability for decisions made in reliance on the output.

Consult your own qualified professionals. Before adopting any board governance policy, consult your own nonprofit attorney, CPA, fundraising counsel, or other qualified professional licensed in your jurisdiction who has reviewed your specific facts and applicable current law. The Baratelli Institute is a publisher of practitioner reference material. It is not a registered investment adviser, broker-dealer, law firm, accounting firm, fundraising-counsel firm, or governance consultancy.

Co-branded versions: If a professional advisor's name and contact information appear on this tool, that advisor has elected to make the tool available to clients as a courtesy. Inclusion of an advisor's name does not constitute the advisor's endorsement of any specific result, nor does it transfer professional responsibility for the underlying methodology to that advisor. The disclaimer above applies regardless of co-branding.

Educational references and tools — not legal, tax, accounting, or investment advice, and not a recommendation to buy or sell any security. Consult a qualified professional about your specific situation. © 2026 The Baratelli Institute.