Joseph Loftus
Associate Director of Development
Partners HealthCare
101 Merrimac Street, Suite 300
Boston, MA 02114
Phone: 617-726-6762
JLOFTUS1@PARTNERS.ORG
Sample Trustee Development Roles and Responsibilities
 To serve as ambassadors and advocates for Partners Continuing Care and
affiliates, including attendance at cultivation and fundraising events whenever
possible;
 To make an annual capacity-level gift to at least one Partners Continuing Care
affiliate’s annual fund;
 To assist in the identification, cultivation, solicitation and stewardship of
individuals, corporations and foundations;
 To participate in solicitation when appropriate.
Resources on Boards and Volunteers
General Resources

Association of Fundraising Professionals Resource Center
(http://www.afpnet.org/ResourceCenter/?navItemNumber=502) – resources on boards
and volunteers, opportunity to request information, articles on trends, “Information
Exchange,” connecting with peers, benchmarking

BoardnetUSA (http://www.boardnetusa.org/public/home.asp) – connects nonprofits with
board candidates; you can register as a nonprofit or as a board candidate

BoardSource (http://www.boardsource.org) – some free resources, other resources
require a subscription; lots of articles, books, and sample materials

Bridgespan Group (http://bridgespan.org/leadership-nonprofit-board-members.aspx) –
sample materials and advice on best practices

CoreStrategies for Nonprofits (http://www.corestrategies4nonprofits.com/) – lots of
great tips, advice, sample materials, blogs and podcasts about boards and board giving

Emerson and Church Publishers and Contributions magazine
(http://www.contributionsmagazine.com/) – books and resources on boards and
volunteers

Nonprofit Expert (http://www.nonprofitexpert.com/default.htm) – articles and links to
board and volunteer management resources

Toolkit for Boards (http://www.managementhelp.org/boards/boards.htm) – sample
roles, responsibilities, job descriptions, policies, etc.
Publications and Daily News Updates for Keeping Up with Trends

Chronicle of Philanthropy (www.philanthropy.com) – sign up for daily updates

Philanthropy Journal (http://philanthropyjournal.org/) – sign up for daily updates

Philanthropy News Digest (http://www.foundationcenter.org/pnd) – sign up for daily
updates

The Advisory Board/Philanthropy Leadership Council (www.advisory.com) –
membership required; data and best practices on board and volunteer engagement in
fundraising; daily news updates
Blogs

Board Café blog (http://www.blueavocado.org/category/topic/board-cafe) – tips and
advice for improving board service

Chronicle of Philanthropy’s Against the Grain board blog
(http://philanthropy.com/blogs/against-the-grain) – useful and relevant articles, tips, and
advice