Carolyn M. Appleton, CFRE
Austin, Texas
AFP DFW Philanthropy in Action 2014
Irving Convention Center


But do they really
know what is
involved ….
Great Idea!

How My Quest Began

Your personal
assessment:
Staff allies
Community
allies
Existing Data
Physical plant
Risk Assessment

Once your assessment is complete, ponder one
last time:
 Should you commence, or stop now
 Is the challenge truly wort...

Let’s Do It!

“Digital toppled the donor pyramid. Actually, it
crumbled it … slowly, surely …
until there was nothing left but an empt...

 Internal feasibility studies
 Microsoft Word and Excel
 Google
 WealthEngine
 Grasshopper
 SlideShare
 Paperless...

Microsoft Word & Excel

Microsoft Templates

Receptionist +

SlideShare

Paperless Post

E-Greetings

OpenTable

https://fb-public.app.box.com/s/8dxyv66biabfnesvr3jj
Social Media: Facebook

https://business.twitter.com/success-stories/industry/nonprofit
Twitter

http://services.google.com/fh/files/misc/finalgoogleplus-fornonprofits.pdf
Google+

 For my contacts at WealthEngine, NTEN and Grasshopper:
carolyn.appleton@att.net
 For links to the online platforms di...

 Carolyn’s Nonprofit Blog
carolynmappleton.wordpress.com
 Fundraising Resources (tandem blog)
fundraisingresources.wor...

www.redcapeco.com
 Sign-up for a free, 3-part Microsoft “Tips in Minutes”
video series
https://jb121.infusionsoft.com/a...

Carolyn M. Appleton,
CFRE
Austin, Texas
(512) 954-4477
carolyn.appleton@att.net
Thank You!

 Microsoft & Excel training ~ Red Cape Co.: redcapeco.com/
 Google Apps for Small Business: google.com/enterprise/apps...

AFP DFW Philanthropy in Action 2014
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AFP DFW Philanthropy in Action 2014

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I enjoyed speaking at the AFP DFW Philanthropy in Action Conference at the Irving Convention Center on July 13, 2014. Thanks to those listed herein for their assistance with my ongoing fundraising work. But also, please know I am not being paid by the companies and/or organizations listed (or discussed) in this presentation, for endorsing them.

Best wishes for your fundraising success,
Carolyn M. Appleton, CFRE
carolynmappleton@gmail.com

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AFP DFW Philanthropy in Action 2014

  1. 1. Carolyn M. Appleton, CFRE Austin, Texas AFP DFW Philanthropy in Action 2014 Irving Convention Center
  2. 2.
  3. 3.  But do they really know what is involved …. Great Idea!
  4. 4.  How My Quest Began
  5. 5.  Your personal assessment: Staff allies Community allies Existing Data Physical plant Risk Assessment
  6. 6.  Once your assessment is complete, ponder one last time:  Should you commence, or stop now  Is the challenge truly worthwhile  Are you willing to roll-up your sleeves  Are you willing to give your “all” Think …
  7. 7.  Let’s Do It!
  8. 8.  “Digital toppled the donor pyramid. Actually, it crumbled it … slowly, surely … until there was nothing left but an empty frame. A triangle on paper. The donors no longer fit inside of it. R.I.P. donor pyramid. You had a good run.” ~ Claire Axelrad, Fundraising Success Magazine (May, 2014) Changes
  9. 9.   Internal feasibility studies  Microsoft Word and Excel  Google  WealthEngine  Grasshopper  SlideShare  Paperless Post and Cartolina  OpenTable  Social media and blogging  The Cloud Toolbox
  10. 10.  Microsoft Word & Excel
  11. 11.  Microsoft Templates
  12. 12.  Receptionist +
  13. 13.  SlideShare
  14. 14.  Paperless Post
  15. 15.  E-Greetings
  16. 16.  OpenTable
  17. 17.  https://fb-public.app.box.com/s/8dxyv66biabfnesvr3jj Social Media: Facebook
  18. 18.  https://business.twitter.com/success-stories/industry/nonprofit Twitter
  19. 19.  http://services.google.com/fh/files/misc/finalgoogleplus-fornonprofits.pdf Google+
  20. 20.   For my contacts at WealthEngine, NTEN and Grasshopper: carolyn.appleton@att.net  For links to the online platforms discussed (and hints to speed-up your adoption process): carolyn.appleton@att.net Lending a Hand
  21. 21.   Carolyn’s Nonprofit Blog carolynmappleton.wordpress.com  Fundraising Resources (tandem blog) fundraisingresources.wordpress.com  NTEN: Nonprofit Technology Network nten.org  Dealing with Stress fundraisingresources.wordpress.com/about/dealing-with-stress-preparing-to-write Online Resources
  22. 22.  www.redcapeco.com  Sign-up for a free, 3-part Microsoft “Tips in Minutes” video series https://jb121.infusionsoft.com/app/form/getvideos  100 Tips in 100 Minutes (Windows 7 & Office 2010) http://www.redcapeco.com/pdfs/100%20Tips%20- %20Summary%20-%204pg.pdf Red Cape Co.
  23. 23.  Carolyn M. Appleton, CFRE Austin, Texas (512) 954-4477 carolyn.appleton@att.net Thank You!
  24. 24.   Microsoft & Excel training ~ Red Cape Co.: redcapeco.com/  Google Apps for Small Business: google.com/enterprise/apps/business/  WealthEngine: wealthengine.com/nonprofit  Grasshopper: grasshopper.com/  SlideShare: slideshare.net/  Paperless Post: paperlesspost.com/  Cartolina apps: cartolina.com/  Open Table: opentable.com/home-newdesign.aspx  Social Media for Nonprofits: socialmedia4nonprofits.org/  Steven Shattuck & NTEN on The Cloud: nten.org/articles/2014/how-cloud- computing-will-single-handedly-save-the-nonprofit-sector Suggestions
  25. 25.
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