Working Effectively With Your Board of Directors

For many impact leaders, success depends in no small part on what happens in the boardroom. Engaging your board effectively can accelerate strategy, unlock resources, and strengthen accountability. But it can also be one of the trickiest parts of leadership, especially amid shifting expectations, limited time, and complex stakeholder dynamics.

On February 5, NationSwell hosted a group of social impact leaders for a solutions-focused conversation on working effectively with your board of directors. Together, we unpacked the most common challenges, share strategies for deepening alignment and impact, and explored how to get the most from your board while avoiding the pitfalls that can slow progress. Some of the key insights surfaced during the conversation appear below.


Key Takeaways:

Board effectiveness is largely built between meetings, not during them. The most engaged boards are cultivated through intentional, ongoing touchpoints outside formal meetings. Regular one-on-one check-ins, clear ownership over follow-up, and consistent communication rhythms create the trust and continuity that make board time itself more generative.

Clarity of role matters more than activity level. Boards struggle when expectations are vague. The highest-functioning boards create explicit expectations about what type of board they are (working, strategic, funding, hybrid, etc.), what each member is being asked to contribute, and where the board should — and should not — engage. 

Design meetings for decision-making, not reporting. Replace presentations with pre-reads. When board meetings are structured around discussion, judgment calls, and trade-offs rather than status updates, engagement rises and meetings stop feeling repetitive or performative.

Match engagement strategies to individual motivations and working styles. Board members show up for different reasons and process information differently. Effective leaders invest time in understanding each member’s “why” and “how”, then tailor communication, asks, and involvement accordingly. 

Consistency builds confidence and accountability. Using stable agendas, shared frameworks, and recurring formats across meetings helps boards track progress over time and understand how decisions evolve, especially in fast-moving or uncertain environments.

Accountability works best when paired with trust and peer ownership. Scorecards and assessments can be powerful, but only when introduced thoughtfully. Several leaders emphasized shifting accountability conversations toward peer-to-peer ownership (via board chairs or committees) and using self-assessment tools to invite reflection rather than defensiveness.

Strong board culture depends on strong internal coordination. Effective board engagement is often enabled by close partnership between the CEO, board chair, and roles like Chief of Staff or Executive Operations — particularly around preparation, follow-up, and clarity of expectations.

Practical Applications for AI in Impact Work

Most impact leaders know AI is changing and reshaping many contours of our economy and lived experience. Fewer feel confident putting it to use in their day-to-day work.

On February 3, NationSwell hosted a group of peer leaders for a virtual roundtable focused on immediate, practical applications for AI on impact teams. Together, we explored how leaders are using generative AI – and increasingly agentic AI – to increase speed, clarity, and capacity in core workflows like reporting, communications, grantee engagement, operations, and more.

From day to day low-lift use cases to opportunities for mission delivery, the session surfaced plenty of actionable insights for implementing AI within teams and organizations; a selection of those insights appears below.


Key Takeaways:

Anchor AI adoption in user-centered design from day one. AI tools are far more likely to succeed when they are built with a deep understanding of end users, informed by diverse perspectives, and tested for usability. Grounding AI in user needs reduces failure rates and drives adoption, especially as many digital transformation efforts fall short.

Start with low-risk, high-return AI use cases to build momentum. Impact teams are already gaining value by using AI for summarization, synthesis, reporting, and more. These applications save time, require minimal technical lift, and help teams build confidence before moving into more complex AI-enabled workflows.

Use AI to augment human judgment, not replace it. The strongest applications position AI as a thought partner that accelerates analysis and surfaces insights, while leaving critical thinking and strategy to people. Reviewing outputs, checking sources, and applying human judgment remains essential to responsible use.

Embed AI into products and systems to reduce friction at scale. When AI is built directly into platforms, such as grantmaking and employee engagement, it can automate administrative work, surface patterns, and recommend next steps. This allows impact leaders to focus more time on mission-critical work.

Treat AI as a capacity multiplier in resource-constrained environments. With impact teams being asked to do more with less, AI is increasingly a necessity rather than a nice-to-have. Thoughtful adoption can expand organizational capacity, accelerate access to funding and services, and ultimately drive greater impact.

Apply advanced use cases of AI to unlock insights for decision-making. AI-powered analysis of geospatial and time-based data can help organizations anticipate risks, target interventions, and allocate resources more effectively. Whether modeling climate impacts, forecasting service demand, or tailoring workforce strategies, AI can be used to better understand needs and deliver more responsive, targeted support to your communities.

Unlock new capabilities from off the shelf tools.  Big unlocks don’t require developing a full stack AI solution. Fully leveraging the existing capabilities in off the shelf low/no cost LLMS, while protecting sensitive data and respecting organizational policies, present opportunities for major advancements in productivity and impact. Be sure to check out voice to text capabilities for braindumping, deep research modes for research and insights, and experiment with Claude for writing.

What’s Ahead for Impact Leaders in 2026?

The year ahead will challenge social impact leaders to stay focused, adaptive, and bold. Political volatility, economic uncertainty, and accelerating technological change will continue to reshape the landscape for companies, philanthropies, and nonprofits alike. To lead effectively, it’s essential to cut through the noise and anchor in a shared understanding of the conditions we’re operating within – the challenges, the opportunities, and the questions we can’t yet answer.

On January 13, NationSwell hosted a candid, forward-looking virtual Leader Roundtable on what’s ahead for social impact in 2026. Some of the most salient takeaways from the conversation appear below:


Key takeaways:

Build for permanent volatility, not temporary disruption. The organizations best positioned for 2026 are strengthening internal infrastructure (governance, systems, and decision-making) so they can stabilize and operate effectively in uncertainty, rather than react to periodic crises.

Emphasize the importance of risk management. Impact work is no longer solely about polished storytelling or reputational lift. It must demonstrate how programs reduce risk, strengthen resilience, and protect long-term enterprise value in a rapidly shifting environment.

Replace anecdotes with granular, actionable data. Stories still matter, but leaders and boards now expect rigorous data to inform decision-making. The most effective teams lead with evidence, outcomes, and ROI, and use storytelling to reinforce, not substitute, the business case.

Design impact strategies that solve executive-level challenges. Disjointed CSR strategies are of the past. High-performing impact teams embed their work into core enterprise priorities. For example: solve for the CFO’s constraints, the CHRO’s workforce needs, the CMO’s agenda, and the CEO’s growth strategy.

Make every dollar work harder. Resource pressure is real. Leverage scalable, well-structured partnerships to share risk, expand reach, and deliver multi-dimensional value. Ensure each investment advances both social outcomes and business objectives.

Ensure key programs have “tentacles” into real-world dynamics. Effective initiatives connect directly to what’s happening in communities, markets, and technologies. Programs that stay close to lived experience and external shifts maintain relevance and legitimacy.

Grow trust through connection, relationship building, and reconciliation. Collaboration across differences requires more than convening. Leaders must invest in relationships, acknowledge past harm, and rebuild trust before durable partnerships and shared progress are possible.

Q3 2025 Social Impact Trends

Q3 2025 Social Impact Trends

NationSwell’s quarterly trend spotter provides impact professionals with visibility into the most noteworthy, timely, and material shifts in the field. For Q3 of 2025, our report explores the following six trends:

  1. Corporations are quieter on ESG/DEI – and delaying some reports
  2. “One Big Beautiful Bill” has material implications for corporate giving strategies
  3. Values-driven public pressure is influencing reputations and sales
  4. Workforce development is surging as a strategic priority, driven by widening skills gaps
  5. Impact teams are increasing AI adoption while attention grows on need for ethical governance
  6. The U.S. is experiencing climate & ESG policy setbacks while global rules march on

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Chobani | Impact through product innovation

Chobani | Impact through product innovation

How Chobani’s Super Milk is redefining disaster relief and food security

Chobani’s idea for Super Milk came out of two urgent challenges: the growing number of climate-related disasters and a steep rise in food insecurity across the U.S. Today, billion-dollar disasters are hitting every couple of weeks, displacing families and driving up demand for shelf-stable, nutrient-dense food. At the same time, in 2023 food insecurity affected approximately 20% of households, putting even more strain on food banks. While milk is one of the most requested items, it’s also one of the hardest to get out quickly—it needs refrigeration and doesn’t last long, often arriving just before it expires.

To overcome these challenges, Chobani marshaled its in-house expertise in dairy innovation, supply chain management, and community impact to create a shelf-stable, nutrient-dense milk specifically designed for disaster relief and hunger alleviation. Produced at Chobani’s Idaho plant, Chobani Super Milk is made with a blend of real milk and ultrafiltered milk to achieve an excellent source of high-quality protein, with less sugar than traditional milk. An enzyme naturally converts sugars into galacto-oligosaccharides (GOS), a high-quality prebiotic fiber, that contributes to gut health and digestion. Chobani Super Milk is aseptically processed, which allows for a 9-month shelf life without refrigeration and without any added preservatives, resulting in a product that is accessible, nutritious, and highly transportable to the communities who need it most.


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Visa Foundation | Growing the economic pie

Visa Foundation | Growing the economic pie

Visa Foundation’s approach to financial inclusion

Globally, small and micro-businesses make up over 90% of all enterprises, yet they remain among the most vulnerable segments of the economy — especially those owned by women. Women-owned businesses account for about one-third of all small enterprises, and more than 70% lack adequate access to financial services. This persistent gender gap is compounded by structural inequities in access to capital, networks, and resources, leaving many of these enterprises unable to fully participate in or benefit from the global economy.

These inequities are further magnified by the economic fragility of small and micro-businesses, two-thirds of which face ongoing struggles for survival, with limited financial buffers and restricted opportunities for growth. Together, these conditions form a pressing need for targeted strategies — like Visa Foundation’s financial inclusion efforts — that aim to expand access, build capacity, and foster long-term resilience for the most underserved business owners.

 

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PepsiCo | Feeding potential

PepsiCo | Feeding potential

How PepsiCo’s Food for Good is creating a blueprint for global food security

Food for Good — the PepsiCo Foundation initiative for advancing food security — launched in Dallas, Texas, as an exercise in deep listening. Through sustained conversations with trusted community volunteers and leaders, PepsiCo learned that the 19 million school-aged children in the U.S. who depend on free or reduced-price meals at school were facing critical gaps in access to nutritious food during the summer months, when school was not in session.

Beginning in the summer of 2009, PepsiCo leveraged its food production, logistics, and distribution expertise — as well as a partnership with Frito-Lay, the convenient foods business unit of PepsiCo, that allowed for borrowed access to trucks and warehouse space — to prototype a summer meal delivery model. The privately-funded program quickly expanded into new cities, eventually outgrowing its original facility but maintaining its original commitment to staying rooted in community feedback and mission to fight hunger through access and equity.

Food for Good combines large-scale meal distribution, job creation, targeted child nutrition, disaster relief, and impactful storytelling to distribute nutritious meals and address crisis-driven hunger at scale.

 

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Five Minutes with… NationSwell Strategic Advisor Rose Kirk

NationSwell’s Strategic Advisor Network is a group of accomplished leaders who have steered global nonprofits, scaled purpose-driven companies, shaped policy, and catalyzed systems change. Together, they bring unparalleled experience and visionary leadership to strengthen our mission-driven community.

In our latest installment of Five Minutes With…, we sat down with one member of this network, Rose Kirk — a C-level executive in the telecommunications industry with more than 35 years experience leading sales, marketing, customer service, go-to-market strategies, and responsible innovation functions — to give our community a closer look at her leadership journey, what drives her work, and the impact she’s championing today.

Here’s what she had to say:


NationSwell: What is the “why” behind your impact work? What’s your personal north star?

Rose Kirk: The thing I come back to again and again is how best to develop and empower a team. People need leadership that is strategic and purposeful, that holds them accountable, and that expects them to deliver. My mission isn’t just to delegate, but to work alongside my team and give them the tools to meet their goals. The most successful leaders step up with excitement, embrace the challenge of finding new opportunities, move work forward in fresh ways, and measure real outcomes.

My path into ESG and corporate social responsibility was almost accidental. What began as a temporary assignment at Verizon became permanent when I realized the opportunity to use corporate assets to make a broader impact on society.

And really, who doesn’t want to go to work every day thinking about what a company owes its citizens, how it can leverage its assets, and how it can both drive revenue and deepen purpose? Looking back now, post-Verizon, at the legacy I left and the work still continuing, I feel affirmed that the vision was right, the execution strong, and the opportunities enduring.

NationSwell: What’s one insight or trend you think every impact leader should be paying more attention to right now?

Rose Kirk: I can speak to the trends we’re seeing both as someone who’s practiced this work day-to-day and now from the vantage point of a corporate board. Corporations, especially in the U.S. but also globally, are trying to navigate today’s systems and government engagement on a wide range of issues. One of the biggest opportunities I see is grounding this work directly in business strategy. That requires practitioners to truly understand how the company makes money, align with the broader strategy, and build relationships across P&L functions in ways they may not have before. They also need to help the CEO navigate the current environment. Those who succeed earn a seat at the table, where their perspectives are valued. That’s what will sustain this work and carry it through challenging times.

NationSwell: What role do you see NationSwell playing at this moment? Why did you choose to get involved?

Rose Kirk: What I love about NationSwell is that it’s not just about the network — it’s about the insights, perspectives, and willingness to tackle complex issues in ways that lead to real solutions. The thoughtfulness in how rooms are curated, and how members themselves are empowered to curate, creates a true give-and-take that sets NationSwell apart. Unlike other organizations where events feel one-directional, NationSwell is a genuine two-way street.

What also stands out is the culture of sincerity. When leadership asks, “How can I help?” it isn’t just talk — they take action. Too often organizations want more from their members than they’re willing to give back, but NationSwell operates differently. As a Strategic Advisor, I take that seriously and strive to represent the brand with the same spirit of generosity and authenticity that defines its leadership and community.

NationSwell: In your experience, what’s one underrated lever for advancing social or environmental progress from inside an organization?

Rose Kirk: One of the biggest levers many practitioners overlook is building relationships with the board of directors and the board’s committee chair for ESG.  Presenting to the board is valuable, but the real opportunity lies in connecting with those leaders directly. Board members are often senior executives at other corporations, serve on multiple boards, and bring a wealth of insight into where the company is headed and what it needs. Developing those relationships helps hard-code this work into the company in a more integrated way. Many ESG leaders don’t utilize this connection. 

At Verizon, I was fortunate to have the CEO’s support, the reputation, and the relationships that allowed me to engage meaningfully with the board and several of its members.

NationSwell: What’s one book, podcast, ritual, or person that’s fueling you lately?

Rose Kirk: I’m definitely a consumer of The Daily — I appreciate how they break down the news and give you a broader sense of the “why.” I also love Michelle Obama’s podcast, and how she shows up with such generosity — constantly sharing wisdom, being vulnerable, and giving back when she doesn’t have to. Her podcast with her brother is such a powerful example of sibling relationships and how to navigate grief. After losing their mom, the way they lean on each other — the only two people who shared that lifelong bond with her — is both moving and joyful. They manage to be insightful, vulnerable, and fun at the same time, which always makes me want to text my own siblings little love notes.

What I especially value is that it isn’t political — it’s just real conversations about life. And I think that matters: stepping away from politics to simply connect with the humanity and joy in someone else’s journey.

Five Minutes with… NationSwell Strategic Advisor Maggie Carter

NationSwell’s Strategic Advisor Network is a group of accomplished leaders who have steered global nonprofits, scaled purpose-driven companies, shaped policy, and catalyzed systems change. Together, they bring unparalleled experience and visionary leadership to strengthen our mission-driven community.

In our latest installment of Five Minutes With…, we sat down with one member of this network, Maggie Carter — a senior advisor and consultant specializing in strategic planning, impact measurement, program development, and partnerships who previously served as Director of Social Impact at Amazon Web Services (AWS) — to give our community a closer look at her leadership journey, what drives her work, and the impact she’s championing today.

Here’s what she had to say:


NationSwell: What is the “why” behind your impact work? What’s your personal north star?

Maggie Carter: My “why” stems from my childhood, growing up in a multi-generational household where my parents and grandmother taught me the importance of giving back. I saw them model this firsthand, spending Thanksgiving and Christmas packaging meals and clothes for the homeless in Washington, D.C. That instilled in me the value of using whatever resources you have to help others.

That foundation was cemented during my time at the NBA, when Hurricane Katrina struck. I saw firsthand how vulnerable populations are disproportionately impacted by catastrophic events. That experience stuck with me and fueled a passion for mobilizing resources for social good.

That’s where my time at AWS became so meaningful. We weren’t just about providing technology; we were about applying our scale and resources to solve problems in real-time. This was never clearer than when I co-led Project Sunflower, AWS’s global response to Ukraine. We mobilized over 350 employees and technologies to support more than 30 organizations, earning us the Ukraine Peace Prize. That experience showed me how powerful it is when a company’s core business value is intentionally used to create meaningful, lasting good.

At its core, my “why” is to help build and support organizations that genuinely live their values by using their unique strengths and resources to create lasting good in the world. My north star is to contribute to a future where values consistently drive decisions and actions, creating a virtuous cycle of innovation and impact.

NationSwell: What’s one insight or trend you think every impact leader should be paying more attention to right now?

Maggie Carter: Impact leaders must simultaneously embrace two critical aspects: technological curiosity and profound self-awareness. They need to regularly assess whether their leadership style and the organization’s current structure effectively meet present and future needs, especially in a rapidly evolving digital landscape.

NationSwell: What role do you see NationSwell playing in this moment; why did you choose to get involved?

Maggie Carter: The social sector is at a crossroads, with an urgent need to transition from performative to transformative action. I see NationSwell as a trusted convener, amplifier, and catalyst for this essential change. In a time when many leaders grapple with defining meaningful progress, NationSwell offers a vital space for courageous dialogue and nurtures a community committed to tangible action.

I joined NationSwell because I wanted to be part of a community that addresses challenges authentically and transparently. It’s an opportunity to sharpen my practice, deepen relationships, and actively contribute to a future where values truly drive decisions.

NationSwell: In your experience, what’s one underrated lever for advancing social or environmental progress from inside an organization?

Maggie Carter: In my experience, finance is one of the most underrated levers for advancing social and environmental progress within an organization. Finance teams uniquely understand the priorities of executive leadership and boards, and how investments are measured. They can push thinking beyond short-term ROI to include social ROI, long-term outcomes, and opportunity costs. When CFOs, controllers, and budget managers become true stewards of social impact, rather than just financial health, they can unlock significant scale, accountability, and systemic change.

NationSwell: What’s one book, podcast, ritual, or person that’s fueling you lately?

Maggie Carter: I’m currently reading “Non-Governmental Organizations, Management and Development” by David Lewis. This book is shaping my understanding of how the social sector develops strategies, architects organizational structures, and delivers impact. It’s also prompting me to consider how organizations should navigate crises and who is best equipped to lead through such changes: whether it’s the CEO, a donor, or the Board.

My recent daily ritual involves a morning walk through town. This simple act allows me to connect with nature, reflect on ideas, and find inspiration. I also have weekly walking meetings with peers, which I find incredibly invigorating and conducive to creative problem-solving outside traditional meeting settings.

Q2 2025 Social Impact Trends

Q2 2025 Social Impact Trends

Q2 2025 trends indicate that employee engagement and wellbeing are at alarming lows; nonprofits face heightened threats amid federal scrutiny and funding cuts; DEI efforts are under political attack but still supported by consumers and investors; cross-sector coalitions are forming to defend civil society; funders are stepping up with bolder strategies to counter government pullbacks; and companies, though quieter publicly, remain committed to impact through value-aligned, resilient strategies.


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