12 01 11 nonprofit orientation


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12 01 11 nonprofit orientation

  1. 1. Community Foundation Partners: Supported by:
  2. 2. “How can I learn more about the nonprofits I care about?” -Your trusting donor
  3. 3. 9 out of 10 donors say that nonprofit performance is important Source: Money For Good II / November 2011/ Hope Consulting
  4. 4. 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
  5. 5. 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. www.guidestar.org
  6. 6. 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
  7. 7. What’s in it for you?• Access to donors• An online “case for support”• Time saver with grantmaking• Capacity building• More targeted trainings/ consulting needs met
  8. 8. Who completes a profile?• 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
  9. 9. What you DO NOT see. • Ratings • Grading • “Certification”
  10. 10. 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.
  11. 11. 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• Needs statement • Risk management provisions• ALL program fields (These fields are visible whether or not you complete them)
  12. 12. Required fields • Key indicators of nonprofit health/effectiveness • Necessary for the “Reviewed by Your Community Foundation” status •
  13. 13. 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.
  14. 14. Step 2: Input your data.
  15. 15. 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
  16. 16. Your needs statement1. Format using numbers or bullet points.2. Use dollar amounts.3. Be specific.
  17. 17. Let’s talk plans & policies.“From a donor’s perspective, the missionis a given. The differentiator is the plan orstrategy for effecting change.” -Tom Belford, The Agitator November 23, 2011
  18. 18. 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.
  19. 19. 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.
  20. 20. 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.
  21. 21. 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.
  22. 22. Board docs to upload If you indicate you have them • Written board selection criteria • Board attendance spreadsheetThese documents are not viewable by the public.
  23. 23. 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
  24. 24. Key financial information• Revenue sources• Expense allocations• Assets & liabilities• Top 3 funding sources from last 3 years
  25. 25. Save your work. …at least every 30 minutes or it’s toast!
  26. 26. A successful profile in progress
  27. 27. 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)
  28. 28. 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?
  29. 29. You’ve spentthe time. Beclever inhow you useyour profile.
  30. 30. 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.
  31. 31. 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?
  32. 32. And finally, weare here to help.• E-mail your coach feature.• Or call (941) 556-7104.
  33. 33. FINAL Deadlineto Complete Your Profile:Tuesday, January 10, 2012 Treat it like a grant application deadline.
  34. 34. Thank youfor beingnonprofitall stars.