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.

1. A collaboration among community foundations Supported by

2. Let’s make it easy.
• Tour of the site
• Tips for completing your profile
• Leveraging your profile
• Questions

4. Your profile is a reflection
of your organization.
• Link to your website
• Programmatic Impact
• Governance
• Management
• Finances
• Multimedia

5. Features of your
profile
• Online donation ability
• Social media integration
• Printable PDF summary with your logo
• Printable PDF of complete profile
with your logo

6. 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.

7. 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)

8. Required fields
• Key indicators of nonprofit
health/effectiveness
• Necessary for the “Reviewed” status
• “Under development” is an
option…once.

9. 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.

10. Step 2: Input your data.

14. 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

15. Save your work.
…at least
every 30 minutes
or it’s toast!

18. 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

19. Key financial information:
• Revenue sources
• Expense allocations
• Assets & liabilities
• Top 3 funding sources from last
3 years

20. 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

21. More required documents to upload
• Board selection criteria
• Board attendance spreadsheet
• Conflict of Interest policy
These • Whistleblowers policy
documents • Document retention/
are not
viewable
destruction policy
by the • D & O Insurance policy
public. • State solicitations permit
*if you indicate you have them

22. If you don’t have a policy,
plan or document…
…it’s ok.

23. A successful profile in progress

24. 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)

25. 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?

26. 5 Ways to Use Your Profile
1. 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.

27. 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?

28. And finally, we
are here to help.
• E-mail your coach feature.
• Or call (941) 556-7104.

29. FINAL Deadline to Complete Your Profile:
Tuesday, December 6.
(FYI, we can take a look at what you’ve
entered and who entered it online.)
We will be in touch to
“encourage you”.

30. You’re our
All Stars.
Thank you so much.