The Giving Partner orientation April 13, 2012

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The Giving Partner orientation April 13, 2012

  1. 1. Community Foundation Partners: Supported by:
  2. 2. • $2.4 million, 10,700 gifts. • 109 nonprofits with profiles in The Giving Partner • Right time, vehicle for some agencies. Not so much for others. • May look different next time.
  3. 3. We’re learning a lot.
  4. 4. Mission focus
  5. 5. Average board size 15 Male/female ratio on board 50/50
  6. 6. 78%. Average board attendance rate 89%. Average percentage of board members giving monetary contributions 36%. Have written board selection criteria
  7. 7. 30,000+ Volunteers 87% Staff Retention Rate
  8. 8. 0% 10% 20% 30% 40% 50% 60% 52% 14% 39% 35% Percentage of Nonprofits with Written Plans
  9. 9. “How can I learn more about the nonprofits I care about?” -Your trusting donor
  10. 10. How is your nonprofit different?
  11. 11. Source: Money For Good II / November 2011/ Hope Consulting 9 out of 10 donors say that nonprofit performance is important
  12. 12. In 2002, Community Foundation leaders developed an innovative tool to… • Help donors and funders make more informed philanthropic decisions • Leverage technology to provide community knowledge • Build nonprofit capacity and encourage transparency 2002 2007 2009
  13. 13. GuideStar provides information for over 1.5 million nonprofit organizations nationwide (including yours) to advance transparency, build trust, and help donors make informed charitable giving decisions. www.guidestar.org
  14. 14. Benefits For the community: • Access to nonprofit mission—who’s doing what • Track nonprofit trends • Capture community assets • Identify gaps in services/ community needs For donors: • Understanding of effective and efficient nonprofits • Ability to compare choices for giving
  15. 15. • Access to donors & private foundations • An online “case for support” • Time saver with grantmaking • Capacity building • Trainings/consulting needs better met What’s in it for you?
  16. 16. What it takes
  17. 17. • 501(c)(3) organizations in Sarasota, Manatee, Charlotte & DeSoto Counties We’re doing it too. • Community Foundation of Sarasota County • Gulf Coast Community Foundation • Manatee Community Foundation Who completes a profile?
  18. 18. What you DO NOT see. • Ratings • Grading • “Certification”
  19. 19. 4 basic nonprofit profile steps: 1. Take a look. Review existing profiles. 2. Gather. Assemble your information & documents. Write any narrative. 3. Input. Required/optional fields and uploads. 4. Review & send. Foundation will review.
  20. 20. Step 2: Gather. Required Fields • Strategic plan • Board attendance rate • Conflict of Interest Policy • Needs statement • ALL program fields Optional Fields • CEO/ Board Chair statement • Bios for senior staff • Background statement • Risk management provisions (These fields are visible whether or not you complete them)
  21. 21. Required fields • Key indicators of nonprofit health/effectiveness • Necessary to answer to receive the “Reviewed by Your Community Foundation” status
  22. 22. Narrative fields include: Program descriptions, impact statement, CEO/board chair statements, etc. Some are required. • Make them short. • Make them sticky. • Make them shareable. • And of course, make them true.
  23. 23. Document-related fields
  24. 24. Step 3: Input your data.
  25. 25. Your needs statement 1. Format using numbers or bullet points. 2. Use dollar amounts. $500-$2,000 range. 3. Be specific.
  26. 26. The program section. Are you making a difference? • Program description & budget What makes this program special? • Success measures & monitoring How do you know your programs are working? • Examples of success The right mix of facts + stories
  27. 27. Save it every 30 minutes.
  28. 28. Let’s talk plans & policies. ‘” “Efforts and courage are not enough without purpose and direction. “ -John F. Kennedy “Any intelligent fool can make things bigger and more complex... It takes a touch of genius - and a lot of courage to move in the opposite direction.” -Albert Einstein
  29. 29. If you do not have a policy or a plan… 1. It’s okay. 2. Answer “no” or “under development”. You will still get the Reviewed by Your Community Foundation icon.
  30. 30. If you do have the policy, plan or document… 1. You must upload it. 2. It MUST be approved by your board. It’s part of our due diligence.
  31. 31. Policies to Upload If you indicate you have them. • Conflict of Interest policy • Whistleblowers policy • Document retention/ destruction policy • Organizational policies and procedures (not just an employee handbook) These documents are not viewable by the public.
  32. 32. Plans to Upload If you indicate you have them • Management succession/ training plan • Strategic plan • Fundraising plan • Communications plan These documents are not viewable by the public.
  33. 33. Board docs to upload If you indicate you have them • Written board selection criteria • Board attendance spreadsheet These documents are not viewable by the public.
  34. 34. Financial docs to upload • IRS Form 990s from the last 3 fiscal years • Audited financial statements from the last 3 fiscal years • IRS 501(c)(3) determination letter These documents are viewable by the public.
  35. 35. Key financial information • Revenue sources • Expense allocations • Assets & liabilities • Top 3 funding sources from last 3 years
  36. 36. Your state charitable solicitations permit
  37. 37. Save your work. or it will disappear from your profile.
  38. 38. A word about your photo & logo: Follow the size guidelines on your tip sheet & ask for help if you need it. (Otherwise, you may have graphics that look like this)
  39. 39. Step 4: Review & Send. 1. Have you completed all required fields and any optional fields you would like to share? 2. Have you asked someone who doesn’t know much about your organization to review it for clarity and impact? 3. Is everything spelled correctly?
  40. 40. You’ve spent the time. Be clever in how you use your profile.
  41. 41. 5 Ways to Use Your Profile 1. Message your impact. Share your profile your lobby, on social media, on your website, in your annual report… 2. Get even smarter. Use your profile as an assessment tool. Choose 3 things to work on for next year. 3. Save time. Your profile is an “online case for support”. Use it to help you with local and national funding requests.
  42. 42. 5 Ways to Use Your Profile 4. Build your board. Inspire higher level conversations at meetings. Use the profile in board recruitment. Enhance your board orientation process. 5. Be a connector. Check out what other nonprofits are doing. How can you work together?
  43. 43. And finally, we are here to help. • E-mail Judith@CFSarasota.org. • Or call (941) 556-7176.
  44. 44. FINAL Deadline to Complete Your Profile: Friday, May 11 • Treat it like a grant application deadline. • No extensions, no exceptions.
  45. 45. Thank you for embracing this new initiative. Let’s get started!
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