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The Giving Partner Orientation May 11, 2012


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The Giving Partner Orientation May 11, 2012

  1. 1. Community Foundation Partners: Supported by:
  2. 2. • 109 nonprofits with profiles in The Giving Partner• $2.4 million, 10,700 gifts.• New donors: 25% (20-50)• Lapsed donors: 65%
  3. 3. March 2013
  4. 4. We’re learning a lot.
  5. 5. Mission focus
  6. 6. Average board size15Male/female ratio of boardmembers50/50
  7. 7. 78%. Average board attendance rate89%. Average percentage of board members giving monetary contributions36%. Have written board selection criteria
  8. 8. 30,000+Volunteers 87% Staff Retention Rate
  9. 9. Percentage of Nonprofits with Written Plans 52%60% 39% 35%50%40%30% 14%20%10% 0%
  10. 10. “How can I learn more about the nonprofits I care about?” -Your trusting donor
  11. 11. How is your nonprofit different?
  12. 12. 9 out of 10 donors say that nonprofit performance is important Source: Money For Good II / November 2011/ Hope Consulting
  13. 13. 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
  14. 14. GuideStar provides information for over1.5 million nonprofit organizations nationwide (including yours) to advance transparency, build trust, and help donors make informed charitable giving decisions.
  15. 15. 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
  16. 16. What’s in it for you?• Access to donors & private foundations• An online “case for support”• Time saver with grantmaking & Requirement for some grantmaking• Capacity building• Trainings/consulting needs better met
  17. 17. What it takes
  18. 18. Who completes a profile?• 501(c)(3) organizations in Sarasota, Manatee, Charlotte & DeSoto CountiesLarge, small, new, established… We’re doing it too.• Community Foundation of Sarasota County• Gulf Coast Community Foundation• Manatee Community Foundation
  19. 19. What you DO NOT see. • Ratings • Grading • “Certification”
  20. 20. 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.
  21. 21. Step 2: Gather. Required Fields Optional Fields• Strategic plan • CEO/ Board Chair statement• Board attendance rate • Bios for senior staff• Conflict of Interest Policy • Background statement• Needs statement • Risk management provisions• ALL program fields (These fields are visible whether or not you complete them)
  22. 22. Required fields • Key indicators of nonprofit health/effectiveness • Necessary to answer to receive the “Reviewed by Your Community Foundation” status
  23. 23. 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.
  24. 24. Document-related fields
  25. 25. Step 3: Input your data.
  26. 26. Your needs statement1. Format using numbers or bullet points.2. Use dollar amounts. $500-$2,000 range.3. Be specific.
  27. 27. 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
  28. 28. Save it every 30 minutes.
  29. 29. Let’s talk plans & policies. ‘”“Efforts and courage are not enough withoutpurpose and direction. “ -John F. Kennedy“Any intelligent fool can make things biggerand more complex... It takes a touch of genius- and a lot of courage to move in the oppositedirection.” -Albert Einstein
  30. 30. If you do not have a policyor a plan…1. It’s okay.2. Answer “no” or “under development”. You will still get the Reviewed byYour Community Foundation icon.
  31. 31. 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.
  32. 32. 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.
  33. 33. Plans to Upload If you indicate you have them • Management succession/ training plan • Strategic plan • Fundraising plan • Communications planThese documents are not viewable by the public.
  34. 34. Board docs to upload If you indicate you have them • Written board selection criteria • Board attendance spreadsheetThese documents are not viewable by the public.
  35. 35. 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 letterThese documents are viewable by the public.
  36. 36. Key financial information• Revenue sources• Expense allocations• Assets & liabilities• Top 3 funding sources from last 3 years
  37. 37. Your state charitable solicitations permit
  38. 38. Save your work. or it will disappear from your profile.
  39. 39. 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)
  40. 40. 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?
  41. 41. You’ve spentthe time. Beclever inhow you useyour profile.
  42. 42. 5 Ways to Use Your Profile1. 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.
  43. 43. 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?
  44. 44. And finally, weare here to help.• E-mail• Or call (941) 556-7104.
  45. 45. FINAL Deadline to Complete Your Profile: June 15, 2012• Treat it like a grant application deadline.• No extensions, no exceptions.
  46. 46. Thank you forembracing thisnew initiative.Let’s get started!