XX Measuring Fundraising Effectiveness: Why the Cost of Fundraising Isn’t Enough

Shuttered Venues Operators Grants: Frequently Asked Questions

Topic: Financial Management

Description:

This piece from the U. S. Small Business Administration addresses commonly asked questions regarding the Shuttered Venue Operators Grant (SVOG) program that was signed into law on December 27, 2020.

Comments:

An essential reference for nonprofit organizations that operate performance facilities, this publication from the U. S. Small Business Administration raises and answers 47 questions regarding eligibility, definitions, the application process, and the use of funds granted. This edition addresses commonly asked questions as of January 27, 2021. Interested parties should monitor the Small Business Administration’s website for additional updates.

Source: U.S. Small Business Administration | January 27, 2021
Date Posted: 02/15/2021
Tags: Nonprofits, COVID-19, museums, theaters, performing arts, concert halls

11 Trends in Philanthropy for 2021

Topic: Fundraising

Description:

This annual report, now in its fifth year, identifies and articulates eleven trends in philanthropy for 2021. Produced by the Dorothy A. Johnson Center for Philanthropy at Grand Valley State University, draws on the talent and experience of eleven faculty and staff as they address topics as varied as social justice funding, the globalization of philanthropy, the sector’s role in building public trust, and how data is transforming philanthropy.

Comments:

Thoughtful and provocative, 11 Trends in Philanthropy for 2021 will shape thinking in the nonprofit sector well beyond the current year. Thoroughly researched, with more than 120 cited references, this compilation invites further scrutiny of the topics it addresses. The authors do no shy away from provocative subjects, such as philanthropy and reparations, and the blurring distinction between philanthropy and business. While the report is daunting – 28 pages long, not counting references – it is an inviting read because of the organizational structure.

Posted with permission.

Source: Dorothy A. Johnson Center for Philanthropy (Grand Valley State University) | January 2021 | Various
Date Posted: 02/15/2021
Tags: Philanthropy, fundraising, nonprofits

What Are Intended Impact and Theory of Change and How Can Nonprofits Use Them?

Topic: Mission & Operations

Description:

As defined by Bridgespan, Intended Impact and Theory of Change clarify the impact a nonprofit will hold itself accountable for and how it will achieve that impact. The article describes the concepts in-depth and includes a toolkit with templates for identifying an Intended Impact and constructing a Theory of Change, along with case studies detailing how a number of organizations approached the process.

Comments:

Especially pertinent now, in the midst of the COVID-19 pandemic, this article and its accompanying tookit and case studies will help nonprofits develop (or review and revise) their Intended Impact and Theory of Change. As noted by the authors, strategy is all making critical decisions within a pre-determined context – a strategic plan. Recognizing that the planning process can be long and arduous, they suggest that organizations focus first on defining or refining their Intended Impact and Theory of Change. The narrative is succinct, the accompanying toolkit provides everything an organization will need to complete the process, and the case studies – two from the United States and one from Sub-Saharan Africa – are enlightening and even inspiring.


Supporting Document: Intended Impact Templates

Source: The Bridgespan Group | December 2020 | Lindsey Waldron, Butch Trusty, Preeta Nayak, and Yvonne Bettancourt
Date Posted: 01/27/2021
Tags: Nonprofits, theory of change, intended impact, management, planning

Unmuted: What works, what doesn’t, and how we can all do better when working together online

Topic: Mission & Operations

Description:

Produced in conjunction with some of the nation’s leading nonprofit organizations, including The Chronicle of Philanthropy, CASE, the Council on Foundations, and Independent Sector, this comprehensive report is designed to help practitioners improve their online communication skills. The report identifies nine key takeaways addressing topics such as inclusivity, meeting length and frequency, leadership and facilitation, video feeds, and long-term trends.

Comments:

This well-researched piece offers readers thoughtful and practical advice on how to communicate effectively using a variety of web-based mechanisms including webinars, web meetings, and webcasts. The findings that are the basis for Andy Goodman’s recommendations are derived from a survey of more than 4,000 individuals and a wide range of other quantitative and qualitative data. The advice provided is both practical (“Should I turn my camera on or off?) and pragmatic (how to engage participants) and includes easy-to-use techniques that everyone can use.

Source: The Goodman Center | 2020 | Andy Goodman
Date Posted: 01/21/2021
Tags: Nonprofit, online, communications, webinars, COVID-19, webinars, webcasts

How to Talk About Finances So Non-Financial Folks Will Listen

Topic: Financial Management

Description:

Drawn from the experience of CFO’s from a wide range of nonprofits and other highly respected experts, this article addresses three reasons why it is so hard to get people to pay attention to financials: 1)intimidation, 2) an organizational culture that doesn’t embrace financial information, and 3) a lack of financial literacy. The authors provide four specific solutions designed to addresses these obstacles and include sample tools appropriate for all nonprofits.

Comments:

Written 12 years ago, this article is especially pertinent today when clarity and transparency are essential in communicating an organization’s financial condition to stakeholders. While focused primarily on developing financial literacy among staff members, the concepts and recommendations included are applicable to board members and – to a lesser extent – to funders and other stakeholders. The piece avoids common financial jargon, includes “hands-on” advice, and incorporates several creative – and even humorous! – tools, including a description of one contributor’s “Finance for Poets” training workshop.

Source: Bridgestar | January 1, 2008 | [Unknown]
Date Posted: 01/12/2021
Tags: Nonprofit, finances, communication

Measuring Fundraising Effectiveness: Why the Cost of Fundraising Isn’t Enough

Topic: Fundraising

Description:

These national institutions collectively developed and recommended a new, more holistic, framework for measuring fundraising effectiveness. Three primary measures are the foundation for this new integrated framework: total fundraising net – the bottom-line results; the cost of fundraising (an important, but often overemphasized, measure of efficiency), and the “dependency quotient” as a new barometer for risk. This report provides the formulas to calculate each measure, and how to balance risk and reward.

Comments:

A companion PowerPoint articulates the conversation boards and leadership teams should have regarding how to measure fundraising effectiveness.


Supporting Document: MFE A Conversation Guide for Boards & Leadership Teams

Source: BoardSource | January 2017 | BoardSource, Association of Fundraising Professionals, BBB Wise Giving Alliance, GuideStart
Date Posted: 01/09/2021
Tags: nonprofit, fundraising, measurement, effectiveness, risk

The Top 10 Marketing Trends for 2021

Topic: Mission & Operations

Description:

Based on external research and personal experience, this article addresses nonprofit market-driven trends involving technology, demographics, advertising, audience segmentation and personalization, content and design, and fundraising.

Comments:

Designed to assist nonprofits in every sector, this article will help organizations extend their reach and use their marketing dollars more effectively and efficiently. Each of the ten trends incorporates references to other resources and includes practical advice on how best to apply the findings and recommendations. The entire article can be read in under 20 minutes – as noted at the outset! – and is well worth that minimal investment of time.

Source: Big Sea | October 22, 2020 | Maria Mora
Date Posted: 01/09/2021
Tags: Nonprofit, marketing, fundraising, COVID-19

10 Tips for Using Zoom for Successful Donor Visits

Topic: Fundraising

Description:

This article describes 10 “best practices” on how to use Zoom when communicating with major donors. Based on personal experience, these recommendations address everything from personal dynamics to technical considerations to personal productivity and time management.

Comments:

The author’s extensive experience using Zoom as a remote major gift officer for the Starr King School for the Ministry – an institution that has long used remote learning – is evident throughout this valuable resource. Succinctly written with practical and easily applied suggestions, this piece should help those new to virtual major gift fundraising be more comfortable and more successful in using Zoom and other remote capabilities.

Source: sgEngage | Jessica Cloud | Jessica Cloud
Date Posted: 01/09/2021
Tags: Nonprofits, fundraising, virtual, COVID-19, major gifts

Market Drops and Crisis: Fundraising Lessons and Your Lighthouse

Topic: Fundraising

Description:

This brief post recounts the author’s experiences when dealing with major donors during the stock market downturn in 2008. He applies those experiences to the current situation and extracts two primary “lessons learned:” 1) there are always donors capable of and wanting to give, so don’t be afraid to ask; 2) stay in contact, plant the seeds for future giving, and provide adequate time for donors to decide.

Comments:

The author’s reliance on personal experience dealing with donors during the 2008 recession and following the World Trade Center attacks makes his subsequent findings even more valuable to current circumstances. He also pointedly reminds readers – using historical data going back 40 years – that while giving is influenced by economic factors, it has never “dropped off a cliff.”

Source: Make Philanthropy Work (via LinkedIn) | March 11, 2020 | John Pepperdine, Principal at Make Philanthropy Work
Date Posted: 01/09/2021
Tags: Fundraising, stock market, nonprofits, COVID-19, donor engagement

Be The Calm in the Storm: How to Communicate with Staff and Stakeholders During A Crisis

Topic: Mission & Operations

Description:

This article provides a summary of a panel discussion about how three Seattle non-profit organizations assessed the capacity of their programs, implemented changes to their programs and staff, and pivoted their communication plans on a day-to-day and week-to-week basis. The article provides a downloadable pdf for capacity planning as well as links to valuable resources for Strategic Clarity, Strong Organizations, Effective Leadership and Financial Health.

Comments:

The article provides a downloadable pdf for capacity planning as well as links to valuable resources for Strategic Clarity, Strong Organizations, Effective Leadership and Financial Health.

Source: | April 8, 2020 | The Bridgespan Group
Date Posted: 12/14/2020
Tags: crisis, communications, nonprofit, operations

17 Creative Virtual Fundraising Ideas for Your Nonprofit

Topic: Fundraising

Description:

It seems virtual fundraisers are going to be with us well into 2021. Have you thought of script readings with local actors or well-known people in your community? Or behind-the-scenes tours? Or even a group dining event? This article gives examples of successful events including links to organizations that have successfully made a pivot to online events as well as other articles providing a more thorough “how-to” explanation.

Comments:

From this blog, there is a free download: The Virtual Events Toolkit. You will need to provide some basic contact information in order to download the information. Classy is an online and mobile fundraising platform that encourages nonprofits to download their resources.

Source: Classy | November 17, 2020 | Will Schmidt, Content Specialist and Marketer
Date Posted: 12/09/2020
Tags: Online fundraising, events, mobile fundraising

5 Email Marketing Lessons Learned During the COVID-19 Pandemic

Topic: Fundraising

Description:

A personalized email signature is just one of the recommendations for marketers trying to get people to connect with their organization. When contacts typically receive more than 120 emails every day, the sender’s goal is to stand out, provide value, be empathetic but direct. This blog includes several easy to implement recommendations that can make a difference in marketing campaigns.

Comments:

This blog includes a link for a free download: 9 Email Templates for Nonprofit Annual Communication Plan. You are asked to provide some basic contact information in order to download the information. (Note: Classy is an online and mobile fundraising platform that encourages nonprofits to download their resources.)

Source: Classy | November 30, 2020 | Robert Carnes
Date Posted: 12/09/2020
Tags: Fundraising, Marketing, Social Media

20+ Engaging Virtual Fundraising Ideas for Nonprofits

Topic: Fundraising

Description:

This Bloomerang Blog lists more than 20 practical virtual fundraising events and activities appropriate for a wide range of nonprofit organizations, from TED Talks, to cooking nights, to gaming tournaments, matching gift drives, movie nights, and wine pulls.

Comments:

In addition to a comprehensive list of virtual fundraising ideas, this Blog articulates the key role that such events can play in donor retention. Each idea includes a section titled “How to Get Started” with practical advice, and incorporates hyperlinks to other helpful related resources.

Source: Bloomerang | July 22, 2020 | Jay Love
Date Posted: 12/09/2020
Tags: nonprofit, fundraising, events, virtual fundraising

Beyond Political Correctness: Building a Diverse Board

Topic: Mission & Operations

Description:

This monograph addresses the need for nonprofit boards to diversify, articulates the value of increased diversification, and provides a roadmap for organizations can follow to achieve that goal.

Comments:

Drawn from BoardSource’s downloadable publication “Recruiting a Stronger Board: A BoardSource Toolkit,” this piece identifies three concrete steps nonprofits must take to achieve greater diversity beginning with effective communication within the governing board. Once the board understands and accepts the need for greater diversity, it can develop a case and plan for change, with concrete strategies, goals, objectives, tasks, and a timeline. Once implemented, the organization must commit to the third imperative: monitoring and measuring the results.

Source: BoardSource | May/June 2009 | Vernetta Walker
Date Posted: 12/09/2020
Tags: board, nonprofit, diversity, equity, inclusion

Making Sense of Nonprofit Collaborations

Topic: Mission & Operations

Description:

“Making Sense of Nonprofit Collaborations” provides an overview of attitudes and experience around four types of nonprofit collaboration: associations, joint programs, shared support functions, and mergers. Building on a taxonomy used by the Lodestar Foundation and SeaChange Capital Partners, this study is based on a survey of 237 nonprofit CEOs and 101 foundation officers. It provides insight

Comments:

This comprehensive study, based on a survey of nonprofit CEOs and foundation officers provides insight into attitudes and experience around four types of nonprofit collaborations. Statistical and anecdotal information is provided regarding the rate of collaboration, perception of success, interest in exploring future collaborations, the role of foundations in the process, foundation attitudes regarding nonprofit collaboration, failure rates (by type of collaboration), and definitions of success.

Source: The Bridgespan Group | December 2014 | https://www.bridgespan.org/insights/library/mergers-and-collaborations/nonprofitcollaborations
Date Posted: 10/29/2020
Tags: Nonprofits, mergers, acquisition, planning, restructuring, dissolution, associations

Pressure Test Your Nonprofit’s Theory of Change

Topic: Mission & Operations

Description:

“Pressure Test Your Nonprofit’s Theory of Change” is a simple one-page template that nonprofits can use to evaluate their Theory of Change. Those using it will evaluate their organization’s impact in terms of their approach to the problem(s) they want to address, their capabilities, the level of internal and external support they have, and whether their Theory of Change will realistically achieve their desired impact.

Comments:

This resource provides an easy-to-use framework that nonprofits can use to evaluate their current Theory of Change. The four questions posed can be readily answered by those staff or board members familiar with the organization’s programs, and the supporting statements for each will help guide that determination. While appropriate for use anytime, this tool is especially relevant now – when nonprofits struggle to adapt to the “new normal.”

Source: The Bridgespan Group
Date Posted: 10/29/2020
Tags: Nonprofits, theory of change

A Step-by-Step Exercise for Creating a Mission Statement

Topic: Mission & Operations

Description:

This guide offers an approach on how to develop a Mission Statement in just a few hours. This group exercise has four distinct steps (with time estimates for each step), detailed instructions, and examples designed to illustrate what the end result might look like.

Comments:

This is a succinct approach to developing a Mission Statement in a facilitated group setting. While the process outlined is well thought out, the time estimated for successful completion – at “60-120 minutes” – may be a bit optimistic, and the size of the working group – “10-30 people” – may prove unwieldly for some organizations.

Source: Nonprofithub
Date Posted: 10/29/2020
Tags: Mission, nonprofits

Making Sense of Uncertainty: Nonprofit Scenario Planning in the COVID-19 Pandemic

Topic: Mission & Operations

Description:

“Making Sense of Uncertainty” is a comprehensive approach to scenario planning for nonprofits. It includes detailed instructions on how to identify an organization’s Key Drivers, develop and model various Scenarios, create a portfolio of actions for each, and determine the Trigger Points that would define when that action must be taken.

Comments:

This approach to scenario planning is comprehensive, designed specifically for nonprofits. Each of the four major components includes examples drawn from the authors’ own experience with nonprofits. It includes an accompanying Tool Kit, with detailed instructions that guide users through the development and implementation of each step.

Source: The Bridgespan Group | May 27, 2020 | Lindsey Waldron, Robert Searle and Alexandra Jaskula-Ranga
Date Posted: 10/29/2020
Tags: Nonprofits, scenarios, planning

Scenario Planning for Nonprofits Among COVID-19

Topic: Mission & Operations

Description:

This toolkit is designed to accompany Bridgespan’s “Making Sense of Uncertainty: Nonprofit Scenario Planning in the COVID-19 Pandemic.” Each of the four exercises includes an overview of the principle being applied and detailed instructions.

Comments:

This is an interactive toolkit that nonprofits can use when reading and applying the principles of Bridgespan’s accompanying “Making Sense of Uncertainty: Nonprofit Scenario Planning in the COVID-19 Pandemic.” The instructions are clear and the templates for each of the four exercises can be adapted to meet almost any nonprofit organization’s needs.

Source: The Bridgespan Group | May 27, 2020 | Lindsey Waldron, Robert Searle and Alexandra Jaskula-Ranga
Date Posted: 10/29/2020
Tags: Nonprofits, scenarios, planning

Operating Models: How Nonprofits Get from Strategy to Results

Topic: Mission & Operations

Description:

Operating Models: How Nonprofits Get from Strategy to Results provides a comprehensive framework that organizations can use to develop or revise their operating model. Built around four interrelated elements (structure and accountabilities, management systems, ways of working, and enablers), it includes one foundational case study and advice on how best to redesign an operating model.

Comments:

This approach provides both theory and application, with detailed instructions on how to apply the principles that are the basis for the methodology. When successfully applied, organizations will have developed an operating model that will help them convert strategy into execution.

Source: The Bridgespan Group | August 2019 | Marcia Blenko, Leslie McKrell, Kevin Rosenberg
Date Posted: 10/28/2020
Tags: Nonprofits, planning, operating models

Nonprofit Financial Policy Guidelines and Example

Topic: Financial Management

Description:

“Nonprofit Financial Policy Guidelines and Example” provides a succinct framework that nonprofits can use to develop a set of financial policies. Appropriate for any organization, it includes descriptions for each of five essential financial policy statements. Also incorporated is a sample Financial Policy that illustrates how the principles articulated can be put into practice.

Comments:

Clear and easy-to-use, this resource addresses all of the most important financial policies that every nonprofit should have. It includes guidance on fiscal authority, conflicts of interest, insider transactions, entering into contracts, maintaining financial records, and other important matters. The example illustrates the principles articulated perfectly.

Source: Propel Nonprofits | Reproduced with permission from Propel Nonprofits, Minneapolis, Minnesota.
Date Posted: 10/28/2020
Tags: Nonprofits, finances, financial policies

Building a Dashboard

Topic: Financial Management

Description:

“Building a Dashboard” provides an easy-to-use framework that enables a group of the board or staff members to develop the framework for a simple Dashboard in ten minutes or less. It includes definitions, instructions, forms, and examples that illustrate each aspect of a Dashboard.

Comments:

This resource will enable a small working group of board and/or staff members to create a framework for their organization’s first Dashboard. The instructions are clear and concise, and the process used is straight-forward and logical. While the examples are a bit simplistic, they are easy to grasp and illustrate important attributes of effective Dashboards.

Source: Center for Nonprofit Stewardship | 2014 | In conjunction with Adrienne Graham
Date Posted: 10/28/2020
Tags: Nonprofits, programs, evaluation, dashboards, performance indicators, KPIs

Balance Sheet Cheat Sheet

Topic: Financial Management

Description:

The “Balance Sheet Cheat Sheet” is a two-page overview of balance sheet basics. It includes definitions for important terms, notes six key measures that can be derived from a balance sheet, and provides examples of how those measures can be calculated.

Comments:

This is an ideal resource for anyone who wants to learn more about balance sheets and the key role they play in tracking and reporting on a nonprofit organization’s financial health. Clear and concisely written, it avoids much of the terminology that often obscures the most important aspects of balance sheets.

Source: Propel Nonprofits | Reproduced with permission from Propel Nonprofits, Minneapolis, Minnesota
Date Posted: 10/28/2020
Tags: Nonprofits, finances, balance sheet, liquidity

The Big Reset: Guidance for Nonprofits

Topic: Financial Management

Description:

“The Big Reset: Guidance for Nonprofits” provides a thoughtful perspective on the impact the COVID-19 pandemic has had on the nonprofit sector. The author details 12 actions that organizations can take now to survive the current crisis and position themselves for sustainability in the areas of cash management, planning, restructuring, developing and encouraging leadership, and innovation.

Comments:

This piece offers a good counterpoint to “Tough Times Call for Tough Action: A Decision Framework for Nonprofit Leaders & Boards.” Not only does it invoke the COVID-19 pandemic, but it also references systemic racism, the current economic crisis, political turmoil, and the climate crisis while suggesting how nonprofits can reposition themselves to survive and thrive with greater impact.

Source: Morino Institute | 2020 | Mario Morino
Date Posted: 10/28/2020
Tags: Nonprofits, finances, planning, COVID-19

Tough Times Call for Tough Action: A Decision Framework for Nonprofit Leaders & Boards

Topic: Financial Management

Description:

This resource provides a context for the difficult decisions nonprofit leaders need to make in the current crisis environment. Based on SeaChange Capital Partners’ actual work with nonprofit organizations, it provides guidance and advice in eight distinct areas.

Comments:

“Tough Times Call for Tough Action: A Decision Framework for Nonprofit Leaders & Boards” provides a concise and easy-to-read framework for decision making in the context of COVID-19. This resource will have a lengthy “shelf life,” since it addresses both short-term (cash management) and long-term (strategic restructuring) issues that all nonprofits will need to confront.

Source: SeaChange Capital Partners | March 31, 2020
Date Posted: 10/28/2020
Tags: Nonprofits, finances, planning, COVID-19

Does Your Nonprofit Need an Operating Model Refresh?

Topic: Mission & Operations

Description:

This diagnostic tool, meant to accompany Bridgespan’s piece titled “Operating Models: How Nonprofits Get from Strategy to Results” includes probing questions about each of seven Key Indicators. When applied, this tool will enable nonprofits to determine whether their current operating model is still viable.

Comments:

An excellent tool, “Does Your Nonprofit Need an Operating Model Refresh” provides both context and instruction for organizations interested in evaluating their operating plans. The emphasis on those Key Indicators that are the basis for successful operating plans sets the stage for subsequent work that will result in a well-crafted and effective operating plan. With only slight modifications, it can also be used to help nonprofits develop their first comprehensive operating plan.

Source: The Bridgespan Group | August 2019 | Marcia Blenko, Leslie McKrell, Kevin Rosenberg
Date Posted: 10/26/2020
Tags: Nonprofits, planning, operating models

The M Word: A Board Member’s Guide to Mergers

Topic: Mission & Operations

Description:

Made possible by a grant from the San Francisco Foundation, “The M Word: A Board Member’s Guide to Mergers” provides a wide range of information about nonprofit mergers. It includes guidance on when, why, and why not to consider a merger in addition to advice on how to manage the merger process. Recognizing that not all such explorations end in a merger, it also includes counsel on when to “walk away” and advice on how to close a nonprofit down, if that is the only viable course of action.

Comments:

This resource provides a wealth of well-researched information on virtually every aspect of the merger process. Clearly organized, it includes criteria organizations can use when considering a merger, a step-by-step process nonprofits can follow, information on merger costs, case studies, roles and responsibilities, and alternatives to a merger.

Source: CompassPoint | 2005 | Alfredo Vergara-Lobo, Jan Masaoka, Sabrina L. Smith
Date Posted: 10/26/2020
Tags: Nonprofits, mergers, acquisition, planning, restructuring, dissolution

Exploring Greater Impact through Strategic Partnerships

Topic: Mission & Operations

Description:

“Exploring Greater Impact through Strategic Partnerships” is designed as a discussion guide for boards of directors of organizations interested in learning more about structural change. It includes three case studies followed by a step-by-step process that boards can use to determine whether to pursue the matter further.

Comments:

The Power of Possibility is the result of a collaboration between leading nonprofit funders, consultants, and service organizations. This introductory piece sets the stage for further exploration by readers using well-organized links on The Power of Possibility’s website. While this resource, and many others on the website, are skewed toward mergers and strategic partnerships, other materials do touch on other types of structural change.

Source: The Power of Possibility
Date Posted: 10/26/2020
Tags: Nonprofits, mergers, acquisition, planning, restructuring

A Compass for the Crisis: Nonprofit Decision Making in the COVID-19 Pandemic

Topic: Mission & Operations

Description:

This resource provides a methodology to develop core values (or guiding principles) for a nonprofit organization. Those guiding principles are organized around those that protect the mission, put people first, elevate equity, and focus on financial resilience. The authors maintain that nonprofit organizations will be better equipped to make faster and more consistent decisions, ensure that equity-related considerations are considered, and clearly convey the rationale for those decisions to the organization’s stakeholders if those decisions are framed by guiding principles

Comments:

This resource is a concise approach that can be used to develop new – or evaluate a nonprofit organization’s current – core values. It works well when combined with Bridgespan’s corollary approach to scenario planning (see “Making Sense of Uncertainty: Nonprofit Scenario Planning in the COVID-19 Pandemic”). While the four categories of guiding principles may not meet every organization’s needs, the rationale for core values is sound and will enable users to develop their own framework.

Source: The Bridgespan Group | April 29, 2020 | Lindsey Waldron, Preeta Nayak
Date Posted: 10/26/2020
Tags: Nonprofits, core values, values, guiding principles

Mission, Vision & Values Statements

Topic: Mission & Operations

Description:

This includes a concise description of Mission, Vision, and Values Statements, with core questions each should address. Several samples of each are incorporated.

Comments:

This is a good overview for organizations that have not yet developed Vision or Values Statements, or want to review and revise their Mission, Vision, or Values Statements.

Source: Nonprofit Next | 2013
Date Posted: 10/26/2020
Tags: nonprofits, Mission, Vision, Values, Core Values

Creating Mission & Vision Statements

Topic: Mission & Operations

Description:

This is a one-page worksheet to help organizations create mission and vision statements, including a definition for both, key components that must be included, and several sample nonprofit mission and vision statements.

Comments:

This is a concise “how-to” approach to assist organizations in creating mission and vision statements. It can also be used when reviewing and revising these key documents.

Source: Top Nonprofits
Date Posted: 10/26/2020
Tags: nonprofits, Mission, Vision

The Ultimate Guide to Virtual Fundraising

Topic: Fundraising

Description:

This publication focuses on digital communications strategies to enhance digital donor relations, including six essential tools.

Supporting Document: Easy Ways to Bring Your Fundraising ONline

Source: Network for Good
Date Posted: 10/16/2020
Tags: nonprofit, fundraising, digital communications, donor relations

Measuring Fundraising Effectiveness

Topic: Fundraising

Description:

This PPT defines the board’s three core responsibilities in fundraising: 1) Ethics & Accountability, 2) Financial Oversight, and 3) Raising Funds. It sheds light on the best ways to measure fundraising effectiveness rather than the most widely used ones. The presentation explains why the three most importance measures for fundraising effectiveness are total fundraising net, dependency quotient, and cost of fundraising. The rationale for using these collective measures is sound, and drills down to specific questions for nonprofits to use when discussing how to measure fundraising effectiveness.

Supporting Document: A Conversation Guide for Boards & Leadership Teams

Source: BoardSource | January 2017 | Board Source
Date Posted: 10/16/2020
Tags: nonprofit, fundraising, measurement

Managing Your PPP Loan and Forgiveness 101

Topic: Fundraising

Description:

This PPT originated as a webinar offered by Nonprofit Quarterly and FMA as presented by Harbor Compliance on the basics of the Paycheck Protection Program. The document includes information on PPP Loan Accounting, with specifics on recording and tracking funds, managing the loan, and when the loan is forgiven. A formula for calculating how much will be forgiven is provided, with scenarios as examples and a “forgiveness estimator.”

Supporting Document: Paycheck Protection Program 101

Source: Harbor Compliance, Nonprofit Quarterly | May 13, 2020 | FMA: Fiscal Strength for Nonprofits
Date Posted: 10/16/2020
Tags: nonprofits, fundraising, PPP, COVID-19, financial management

Making Sense of Uncertainty: Nonprofit Scenario Planning in the COVID-19 Pandemic

Topic: Fundraising

Description:

This document focuses on scenario planning – an important tool to consider the impacts of a crisis, and how to respond to the short term while also preparing for the longer term. The four steps of the scenario planning process are outlined and described, allowing nonprofits to be nimble with the continuous iteration of the process as circumstances change or new information is available.

Comments:

An interactive PDF and PowerPoint version of the Toolkit is available by clicking on the supporting document link.


Supporting Document: Toolkit for Scenario Planning

Source: The Bridgespan Group | May 27, 2020 | Lindsey Waldron, Robert Searle, Alexandra Jaskula-Ranga
Date Posted: 10/16/2020
Tags: nonprofits, scenario planning, fundraising, COVID-19

Grant Writing in Times of Crisis

Topic: Fundraising

Description:

This easy-to-follow instruction reminds grant writers and nonprofit organizations of the opportunities available for funding, even during a crisis. The instruction discusses types of funding, how to pivot if you are not mission-critical, and also to take advantage of momentum – especially if other traditional revenue generation activities are on hold. A case study from a nonprofit that grew during the housing crisis demonstrates the need to write grants even at difficult times.

Comments:

Click on the supporting document URL to access the video of this webinar.


Supporting Document: Instruction from the Nonprofit Leadership Center

Source: Pathways to Growth | April 27, 2020 | Jule Colvin, Nonprofit Leadership Center
Date Posted: 10/16/2020
Tags: nonprofit, fundraising, grants, grant writing

Finding Your Funding Model: A Practical Approach to Nonprofit Sustainability

Topic: Fundraising

Description:

This document outlines a six-step journey for nonprofits to identify and build the funding model that is right for their organization. Designed to help put organizations in the best position to achieve their goals, this funding model guide moves from analysis to implementation. It also describes the specific planning elements required to successfully move forward. Included as appendices are sample work plans, outputs, and instruction on researching potential funding sources.

Source: The Bridgespan Group | August 2011 | Peter Kim, Gail Perreault, William Foster
Date Posted: 10/16/2020
Tags: fundraising, nonprofit, funding models

Five Easy Ways Board Members Can Help During This Crisis

Topic: Fundraising

Description:

This two-page document outlines five simple ways board members can support the organization, all beginning with a call to the CEO stating a willingness to help. Simple tasks that anyone, even busy board members, can do to make a difference in fundraising and awareness building for a nonprofit organization.

Comments:

This document is part of a series. To obtain other resources, The Chronicle of Philanthropy requires users to sign up for access to their free tools.


Supporting Document: Your Nonprofit Coach: Advice for Executives and Board Members

Source: The Chronicle of Philanthropy | August 3, 2020 | Joan Garry
Date Posted: 10/16/2020
Tags: nonprofit, fundraising, COVID-19, board of directors

Survey on Weakest Areas in Nonprofit Boards

Topic: Fundraising

Description:

Survey analysis of 987 respondents rating “10 Generally Accepted Responsibilities of Nonprofit Boards.” This graph highlights responses citing the top three weakest areas. The survey was conducted prior to a webinar for nonprofit organizations on Board Responsibilities, to highlight challenges and opportunities.

Comments:

This graph is part of the Fundraising Cohort training, where additional instruction is provided on how to address and potentially overcome Nonprofit Board weaknesses.


Supporting Document: Fundraising Recognized as Weakness in Nonprofit Boards

Source: GuideStar, Orr Associates (The Orr Group) | 2012 | GuideStar, Orr Associations (The Orr Group)
Date Posted: 10/16/2020
Tags: nonprofit, fundraising, board of directors, survey

What’s “Really” Happening with Nonprofit Revenue?

Topic: Fundraising

Description:

Analysis report from 124 nonprofit leaders from across the U.S. shared revenue stories and insights into the future impacted by the pandemic and other crises. Not surprising, earned revenue from programs is the single source of most concern. Reduced need and demand for services is also a worry. Fewer opportunities to connect with current and potential donors, often due to event cancellations, also create concern. However, there are also some “silver linings” in this report revealed through an optimism based on generosity of donors and funders, and other positive signs.

Comments:

To watch the companion video, click on the supporting document URL.


Supporting Document: What’s “Really” Happening with Nonprofit Revenue?

Source: Karen Eber Davis Consulting | June 2020 | Karen Eber Davis and Gail S. Bower
Date Posted: 10/15/2020
Tags: fundraising, nonprofit, COVID-19, donors, events, survey

Leading with Intent

Topic: Fundraising

Description:

This report is the ninth in a series launched in 1994, and is organized around four categories: 1) Board Composition and Structure, 2) Leadership Culture and Dynamics, 3) Board Responsibilities, and 4) Perceptions of the Board’s Impact on Organizational Performance. Key findings include greater diversity, that strong understanding of programs is linked to stronger engagement and external leadership – including fundraising.

Comments:

This report provides findings from the 2017 survey of more than 1,759 responses (more than 75% from CEOS) representing 214 organizations. Perhaps more importantly the report analyzes the results in clear, concise terms explaining why the findings are important and relevant today – and for future planning.


Supporting Document: 2017 National Index of Nonprofit Board Practices

Source: BoardSource | 2017
Date Posted: 10/15/2020
Tags: Fundraising, Leadership, Board of Directors, Responsibilities

Development Committee Charter

Topic: Fundraising

Description:

A strong Development Committee with clearly defined roles and responsibilities is integral to a successful, sustainable fundraising effort. This document outlines recommended members, frequency of meetings, annual and specific responsibilities, and suggested relationship with other committees of the Board of Directors.

Comments:

This sample document is part of the Fundraising Cohort training. Additional information about the need for, and application of, this charter is explained during the instruction.


Supporting Document: Development Committee Charter

Source: Hargrove International, Inc. | April 2017 | John Bauser
Date Posted: 10/15/2020
Tags: Development Committee, Fundraising, Board of Directors, annual plan

Board Member Job Description

Topic: Fundraising

Description:

Successful board recruitment begins with a clear and concise description of responsibilities. This template can easily be duplicated and modified for recruitment of qualified board members.

Comments:

This template is one of the instruction tools included in the Cohort training. Additional information on the Board’s Role in Fundraising will be provided to help “set the stage” for recruitment and evaluation of board members.


Supporting Document: Board Responsibilities

Source: Hargrove International, Inc. | April 2017 | John Bauser
Date Posted: 10/15/2020
Tags: nonprofit, fundraising, board of directors, job description

A Guide to Fundraising in the New Normal

Topic: Fundraising

Description:

This “survival guide” for the new normal will equip you and your nonprofit staff with:
– Tried-and-true advice from fellow fundraisers
– Digital fundraising strategies that resonate with donors
– Communication templates for COVID-19 relief funds, crowdfunding campaigns, monthly giving programs, remote volunteer listings,
– Donor check-in ideas challenging times
– How to create an online version of your in-person event
– Tips to create a successful DIY Fundraising Video
The toolkit (included as a supplemental document) includes templates for emails, social media posts, crowdfunding campaigns and other outreach strategies to attract and retain donors.

Comments:

Note: To access the link to the complimentary video for the toolkit, you must register online directly with DonorPerfect:
https://www.donorperfect.com/givingtuesdaynow/covid-19-email-template-kit/


Supporting Document: Strategies, Templates, and Tools for Fundraising Success in a Post-COVID World

Source: DonorPerfect | June 8, 2020
Date Posted: 10/15/2020
Tags: fundraising, COVID-19, crowdfunding, donors, nonprofit, giving, fundraisers

During Fear & Uncertainty – How to Fundraise?

Topic: Fundraising

Description:

This PPT is a synopsis of a video discussing the “pause versus panic” strategy and discusses the three most important actions to take in times of crisis: 1) communicate; 2) dispel myths; and 3) listen! The instructors explain key drivers of donor communication, how to be a source of truth & calm, collecting and mining data to learn more about your donors, and crafting messages that teach, inspire, and have a call to action.

Supporting Document: During Fear & Uncertainty – How to Fundraise?

Source: Bloomerang/ Ignited Fundraising | 3/19/2020 | Lori L. Jacobwith from Ignited Fundraising and Steven Shattuck from Bloomerang
Date Posted: 10/14/2020
Tags: nonprofit, fundraising, COVID-19, communication, donor

Understanding & Evaluating Your Fundraising Strategy

Topic: Fundraising

Description:

A toolkit & conversation guide for Boards/ Leadership Teams to measure and evaluate fundraising effectiveness using three key metrics: 1) total fundraising net; 2) dependence quotient; and 3) cost of fundraising. A helpful chart compares the pros and cons of different fundraising tactics, their timeline for ROI, inter-dependency, and unique characteristics of the organization.

Comments:

A helpful excel spreadsheet is provided to allow organizations to populate specific information for comparison and analysis.


Supporting Document: Toolkit & Conversation Guide for Boards and Leadership Teams

Source: BoardSource | AFP, Give.org, BoardSoutce, GuideStar
Date Posted: 10/13/2020
Tags: nonprofit, fundraising, toolkit

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