Your SlideShare is downloading. ×
0
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Surviving the nonprofit world jean block
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Surviving the nonprofit world jean block

524

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
524
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
5
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. NATIONAL SAFE PLACE <ul><li>SURVIVING IN THE NONPROFIT WORLD </li></ul><ul><li>FOCUS ON RESOURCE DEVELOPMENT </li></ul><ul><li>Presented by </li></ul><ul><li>Jean Block </li></ul><ul><li>Jean Block Consulting, Inc. </li></ul>2010 Jean Block Consulting, Inc.
  • 2. <ul><li>It’s a Given – Everything is Changing … and Challenging … and Different … and … and … and… </li></ul><ul><li>So, where do you start in a plan to survive this challenging environment? </li></ul>2010 Jean Block Consulting, Inc.
  • 3. Get Back to Basics <ul><li>Where are you now? </li></ul><ul><li>What resources are in place? </li></ul><ul><li>What is being done today? How well? </li></ul><ul><li>Does the Board have a Development Committee? Is it effective? </li></ul><ul><li>Assess and Analyze…Identify Ways to Improve </li></ul>2010 Jean Block Consulting, Inc.
  • 4. <ul><li>10 Steps to Surviving – Successfully – in Today’s Environment </li></ul>2010 Jean Block Consulting, Inc.
  • 5. 1…It’s All in the Plan <ul><li>Diversification is the Key – </li></ul><ul><li>Your Eggs have to be in Many Baskets! </li></ul>2010 Jean Block Consulting, Inc.
  • 6. Basic Elements of a Diversified Plan <ul><li>“ Annual” Campaign/Direct Mail </li></ul><ul><li>Special Events </li></ul><ul><li>Grants (foundations, corporations, etc.) </li></ul><ul><li>Sponsorships, Underwriting </li></ul><ul><li>Earned Income, Sales, Fee for Services </li></ul><ul><li>Contracts </li></ul><ul><li>In Kind </li></ul><ul><li>Social Media Campaigns </li></ul><ul><li>Planned Gifts/Major Gifts </li></ul>2010 Jean Block Consulting, Inc.
  • 7. Where Does Money Come From? <ul><li>85 - 88% from Individual Givers </li></ul><ul><li>7 – 10% from Foundations </li></ul><ul><li>4 – 6% from Corporations </li></ul><ul><li>Are Your Resources Balanced? </li></ul>2010 Jean Block Consulting, Inc.
  • 8. 2…Enhance Your “List” <ul><li>Start at the Center of Your Universe </li></ul><ul><li>Circles of Ideas and Influence…then… </li></ul><ul><li>Expand the Universe </li></ul>2010 Jean Block Consulting, Inc. Staff, Board, Volunteers
  • 9. Expand the Universe <ul><li>Logical Connections – Mission Matching </li></ul><ul><li>Research 990s – www.guidestar.org </li></ul><ul><li>Collect Annual Reports </li></ul><ul><li>Read the Paper </li></ul><ul><li>Search the Internet </li></ul><ul><li>Alert for Connections – everywhere – all the time </li></ul>2010 Jean Block Consulting, Inc.
  • 10. Start Right Now <ul><li>Start Now – Can You List 20 Potential Names? </li></ul><ul><li>Who should be on your list????? </li></ul>2010 Jean Block Consulting, Inc.
  • 11. 3…Upgrade Your Systems <ul><li>Donor Management Software </li></ul><ul><li>Compare Typical Software - www.techsoup.org </li></ul><ul><li>Enhance your social networking potential </li></ul><ul><ul><li>Web site giving </li></ul></ul><ul><ul><li>Giving page(s) by Board members </li></ul></ul><ul><ul><li>Outreach and updates </li></ul></ul><ul><ul><li>Results and accomplishments </li></ul></ul>2010 Jean Block Consulting, Inc.
  • 12. 4…Get Focused <ul><li>Focus on Efforts to Get The Highest Initial Return </li></ul><ul><ul><li>What’s working? What’s not? </li></ul></ul><ul><ul><li>Go back to your analysis…be honest… </li></ul></ul><ul><ul><li>Shoot the “Sacred Cows” or send them out to pasture! </li></ul></ul><ul><ul><li>Fun! </li></ul></ul><ul><ul><li>Results! </li></ul></ul><ul><ul><li>Accomplishments! </li></ul></ul>2010 Jean Block Consulting, Inc.
  • 13. 5…Ask! <ul><li>Ask Often in a Variety of Ways </li></ul><ul><ul><li>“ Annual” campaign should be quarterly - at least </li></ul></ul><ul><ul><li>Special events </li></ul></ul><ul><ul><li>Use social media effectively </li></ul></ul><ul><ul><li>Mail </li></ul></ul><ul><ul><li>Newsletter (e-newsletter) </li></ul></ul><ul><ul><li>Personal visits, phone calls </li></ul></ul>2010 Jean Block Consulting, Inc.
  • 14. Who Should Ask? <ul><li>Board Members </li></ul><ul><ul><li>Mail campaigns </li></ul></ul><ul><ul><li>Phone campaigns </li></ul></ul><ul><ul><li>Sponsorships </li></ul></ul><ul><ul><li>Leverage their contacts </li></ul></ul><ul><li>Volunteers </li></ul><ul><li>Staff </li></ul>2010 Jean Block Consulting, Inc.
  • 15. 6…Thank! <ul><li>Make it Timely and Meaningful </li></ul><ul><ul><li>48 hours </li></ul></ul><ul><ul><li>3 times or more! </li></ul></ul><ul><ul><li>Connect donor to reasons and results </li></ul></ul><ul><ul><li>Thanking vs. acknowledging </li></ul></ul><ul><ul><li>Who thanks? </li></ul></ul><ul><ul><li>Personal thanks for major gifts </li></ul></ul><ul><ul><li>IRS guidelines – Publication 598 </li></ul></ul>2010 Jean Block Consulting, Inc.
  • 16. 7…Involve! <ul><li>Volunteers Give More Money! </li></ul><ul><ul><li>Special events </li></ul></ul><ul><ul><li>Board of Directors </li></ul></ul><ul><ul><li>Programs and services </li></ul></ul><ul><ul><li>Meaningful opportunities </li></ul></ul>2010 Jean Block Consulting, Inc.
  • 17. 8…Renew! <ul><li>Start All Over Again </li></ul><ul><ul><li>Donor acquisition efforts ongoing </li></ul></ul><ul><ul><li>Database in continual update mode </li></ul></ul><ul><ul><li>Open to new opportunities </li></ul></ul><ul><ul><li>Can you collaborate? </li></ul></ul>2010 Jean Block Consulting, Inc.
  • 18. 9…Evaluate <ul><li>Annual evaluation: Cost:Benefit Analysis on all efforts. </li></ul><ul><li>Focus on highest producing efforts. </li></ul><ul><li>Modify, expand, try something new. </li></ul><ul><li>Be willing to give unproductive efforts a rest… </li></ul>2010 Jean Block Consulting, Inc.
  • 19. 10…Celebrate! <ul><li>Celebrate (champagne moments). </li></ul><ul><li>Thank (everyone for everything). </li></ul><ul><li>Recognize (everyone for everything). </li></ul>2010 Jean Block Consulting, Inc.
  • 20. Draft Your Plan <ul><li>Take a Moment … </li></ul><ul><li>Start Your Plan … </li></ul><ul><li>What are 3 Things You Will Do in the Next 3 Months to Get Started on Your Successful Plan? </li></ul>2010 Jean Block Consulting, Inc.
  • 21. <ul><li>Keys to Success – Diversified Development Plan </li></ul>2010 Jean Block Consulting, Inc.
  • 22. Keys – Annual Campaign <ul><li>Quarterly </li></ul><ul><li>Varied Approaches and Opportunities </li></ul><ul><li>Email and Snail Mail </li></ul><ul><li>Database is Current </li></ul><ul><li>Personalized Vehicles – Board notes and signatures </li></ul><ul><li>Short and Sweet! </li></ul><ul><li>Powerful and Meaningful </li></ul>2010 Jean Block Consulting, Inc.
  • 23. Keys – Special Events <ul><li>Detailed Planning </li></ul><ul><ul><li>Budget </li></ul></ul><ul><ul><li>Theme </li></ul></ul><ul><ul><li>Place </li></ul></ul><ul><ul><li>Volunteers </li></ul></ul><ul><ul><li>Sales </li></ul></ul><ul><ul><li>Entertainment </li></ul></ul><ul><ul><li>Safety…..etc. etc. etc . </li></ul></ul><ul><li>Special! </li></ul><ul><li>Fun! </li></ul><ul><li>Cost:Benefit Evaluation </li></ul>2010 Jean Block Consulting, Inc.
  • 24. Keys - Grants <ul><li>Mission Matched </li></ul><ul><li>Grantor-Focused </li></ul><ul><li>Researched </li></ul><ul><li>Request Guidelines Followed </li></ul><ul><li>Outcomes Reported </li></ul><ul><li>Renewable </li></ul>2010 Jean Block Consulting, Inc.
  • 25. Keys - Sponsorships <ul><li>Mission-Matched </li></ul><ul><li>Sponsor-Focused </li></ul><ul><li>Meaningful Benefits Offered </li></ul><ul><li>Thanked and Involved </li></ul>2010 Jean Block Consulting, Inc.
  • 26. Keys – Earned Income <ul><li>Based on Your Assets </li></ul><ul><li>Research and Feasibility Studies </li></ul><ul><li>Costing Analysis </li></ul><ul><li>Business Plan </li></ul>2010 Jean Block Consulting, Inc.
  • 27. Keys – In Kind <ul><li>Needs Identified </li></ul><ul><li>Board, Staff, Volunteer Involvement </li></ul><ul><li>Thanked and Involved </li></ul>2010 Jean Block Consulting, Inc.
  • 28. Keys – Social Media <ul><li>Board, Staff and Volunteers Involved </li></ul><ul><li>Internet Donations Accepted (Security) </li></ul><ul><li>Variety of Vehicles </li></ul><ul><li>Consistent Messaging </li></ul>2010 Jean Block Consulting, Inc.
  • 29. <ul><li>Common Pitfalls to be Avoided </li></ul>2010 Jean Block Consulting, Inc.
  • 30. Common Pitfalls <ul><li>Development plan is not diversified. </li></ul><ul><li>Board members do not understand or support the development efforts. </li></ul><ul><li>Board members are not required to set the example for annual giving. </li></ul><ul><li>Board has no Development Committee. </li></ul><ul><li>There are no annual development goals. </li></ul>2010 Jean Block Consulting, Inc.
  • 31. More Pitfalls <ul><li>Board does not provide oversight to development progress. </li></ul><ul><li>Board does not know who the top 20% of givers are. </li></ul><ul><li>Board members do not participate in fundraising events and activities. </li></ul><ul><li>Board members do not get involved in asking and thanking. </li></ul><ul><li>Development efforts are not evaluated annually (cost:benefit). </li></ul>2010 Jean Block Consulting, Inc.
  • 32. More Pitfalls <ul><li>Donor management software is complex or out of date. </li></ul><ul><li>Donors are not acknowledged within established IRS guidelines. </li></ul><ul><li>Everyone is just too busy to thank donors, sponsors, underwriters, investors…. </li></ul>2010 Jean Block Consulting, Inc.
  • 33. Resources 2010 Jean Block Consulting, Inc. Exploration – Management by Assessment Resource Development Module Download at www.jblockinc.com
  • 34. Resource 2010 Jean Block Consulting, Inc. Download at www.jblockinc.com
  • 35. Thank You <ul><li>Visit my Website for Ideas, Newsletters and More </li></ul><ul><li>www.jblockinc.com </li></ul><ul><li>Email Me </li></ul><ul><li>[email_address] </li></ul>2010 Jean Block Consulting, Inc.

×