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Slides from the nonprofit ambassador kick off for The Giving Partner, Southwest Florida's local brand for GuideStar DonorEdge, made possible with the support of the Community Foundation of Sarasota County, Gulf Coast Community Foundation, Manatee Community Foundation and The Patterson Foundation.

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  1. 1. A collaboration among community foundations Supported by
  2. 2. Let’s make it easy. • Tour of the site • Tips for completing your profile • Leveraging your profile • Questions
  3. 3. Your profile is a reflection of your organization. • Link to your website • Programmatic Impact • Governance • Management • Finances • Multimedia
  4. 4. Features of your profile • Online donation ability • Social media integration • Printable PDF summary with your logo • Printable PDF of complete profile with your logo
  5. 5. 3 basic nonprofit profile steps: 1. Gather. Assemble your information & documents. Write any narrative. 2. Input. Required/optional fields and uploads. 3. Review & send. Foundation will review.
  6. 6. Step 1: Gather. Required Fields Optional Fields• Strategic plan • Board Chair statement• Board attendance rate • Bios for senior staff• Conflict of Interest Policy • Background statement• Example of program success • Risk management provisions• Needs statement (These fields are visible whether or not you complete them)
  7. 7. Required fields • Key indicators of nonprofit health/effectiveness • Necessary for the “Reviewed” status • “Under development” is an option…once.
  8. 8. Narrative fields include: Program descriptions, impact statement, CEO/board chair statements, etc. Some are required. • Make it short. • Make it sticky. • Make it shareable. • And of course, make it true.
  9. 9. Step 2: Input your data.
  10. 10. The key to colorful programs • 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
  11. 11. Save your work. …at least every 30 minutes or it’s toast!
  12. 12. Required documents 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
  13. 13. Key financial information:• Revenue sources• Expense allocations• Assets & liabilities• Top 3 funding sources from last 3 years
  14. 14. Other required documents to upload* • Organizational policies These and procedures documents • Management succession/ are not training plan viewable • Strategic plan by the • Fundraising plan public. • Communications plan *if you indicate you have them
  15. 15. More required documents to upload • Board selection criteria • Board attendance spreadsheet • Conflict of Interest policyThese • Whistleblowers policydocuments • Document retention/are notviewable destruction policyby the • D & O Insurance policypublic. • State solicitations permit *if you indicate you have them
  16. 16. If you don’t have a policy,plan or document… …it’s ok.
  17. 17. A successful profile in progress
  18. 18. 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)
  19. 19. Step 3: 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?
  20. 20. 5 Ways to Use Your Profile1. Message your impact. Share in your lobby, on social media, on your website, in your annual report…2. Get even smarter. Use this as an assessment tool and choose 3 things to work on for next year.3. Save time. This is an “online case for support”. Use it to help you with local and national funding requests.
  21. 21. 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?
  22. 22. And finally, weare here to help.• E-mail your coach feature.• Or call (941) 556-7104.
  23. 23. FINAL Deadline to Complete Your Profile:Tuesday, December 6.(FYI, we can take a look at what you’veentered and who entered it online.)We will be in touch to“encourage you”.
  24. 24. You’re ourAll Stars.Thank you so much.