Do you envision advancing your mission for decades to come? Certainly! Do you want to strengthen investments made by donors? Absolutely and positively! Do you want to keep your top talent? Of course! This interactive session promises to deliver easy-to-understand and even easier to implement tactics. Systems are the formal processes and procedures used to manage your nonprofit. During this introductory session, you will learn how to create a system to maximize staff performance and engagement around resource development.

1. The Nonprofit Academy
PRESENTS
PRESENTS
HOW TO CREATE SUSTAINABLE
NONPROFIT SYSTEMS
WITH TYCELY WILLIAMS
#npapresents

2. How to Create
Sustainable Nonprofit
Systems
Presented for: Nonprofit Academy via Webinar
@tycely #TycelyLive

3. @tycely #TycelyLive
What’s Up?
Sustainable Systems
- Resource Development
- Steps to Operationalize Resource Development
- Ways to Monitor & Measure Resource Development Engagement
- Ideas for Soliciting Ongoing Resource Development Feedback

4. @tycely #TycelyLive
What is a “System”?
- Set of detailed methods and practices
- Step-by-step sequence of activities (procedure)
- Interrelated, interdependent, interconnected elements
- Something that carries out a specific function

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Resource Development Systems
- Customize based upon funding structure of your nonprofit
- Create in conjunction with staffing & volunteer model
- Never silo to a specific department (shared & supported by all)
- Align with performance management & reward system

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The Importance: Resource Development
“When people go to work, they shouldn’t have to
leave their hearts at home.”
–Betty Bender
“Mind on Money! No Money = No Mission”
–YOU & of course, ME

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Who’s Job is Resource Development?
Internal
• Staff
• Board
• Volunteers
• Clients
External
• Community
• Partners
• Past Clients
Hybrid

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Resource Development
Frame Internal Importance Among Staff
- Explicitly connect mission to dollars
- Privately & publicly share yearly financial goals + mission impact
- Frame Development Department’s role as “Specialists”
- Create opportunities for fundraising staff & volunteers to train
- Allow each individual staff member to support fundraising based
upon their preferences, strengths and expressed interests
(do not make assignments)

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Resource Development
Steps to Operationalize
- Commitment to & responsibility for fundraising in every job
description (concise yet explicit)
- Annual Commitment Pledge, Management Goals & Evaluation
- Development Dept. identifies tangible ways staff can support
fundraising
- Identification, Cultivation, Solicitation, Stewardship
(General Support, Events, Campaigns, etc.)

10. @tycely #TycelyLive
Resource Development
Steps to Operationalize
- Commitment to & responsibility for fundraising in every job
description (concise yet explicit)
- Annual Commitment Pledge, Management Goals & Evaluation
- Development Dept. identifies tangible ways staff can support
fundraising
- Identification, Cultivation, Solicitation, Stewardship
(General Support, Events, Campaigns, etc.)

11. @tycely #TycelyLive
Resource Development
Steps to Operationalize
Review Hand-Out
&
Sample Instrument

12. The Nonprofit Academy
PRESENTS
Objective: To support the resource development strategies of INSERT in order to INSERT MISSION.
Sample Objective: To support the resource development strategies of the American Red Cross in order to prevent and alleviate
human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors.
FY 2015 Financial Goal: To secure through contributions, grants, etc. [specify based upon your revenue streams] $500,000 [insert
based upon your overall financial goal] from January to December [specify based upon your fiscal year] with collaboration and
support from internal stakeholders.
2015 Goals At-Glance [customize based upon your revenue stream]
Contributions
Board $10,000 Aim: 100% participation
Staff $ 5,000 Aim: 100% participation
General $270,000 Aim: 250 renewals, 100 upgrades & 50 new donors
Grants
Private Grants $70,000 Aim: 4 renewals, 2 new grants
Public Grants $65,000 Aim: 3 renewals, 1 new grant
Corporate
Contributions $20,000 Aim: 10 renewals, 5 upgrades & 6 new donors
United Way Campaign $10,000 Aim: 2,000 renewals & 100 new donors
Matching $5,000 Aim: 20 renewals, 10 upgrades & 10 new
Events
Ticket Sales $20,000 Aim: 200 tickets ($100 each)
Sponsorships $15,000 Aim: 1 at $10,000 & 2 at $2,500
Auction $10,000 Aim: 1 item at $1,000, 5 items at $500, 10 items at $100 &
Total $500,000 Impact: Insert projected programmatic outputs
High-Level Goals/Strategies
Report Out & Share
Progress

13. The Nonprofit Academy
PRESENTSEvaluation of Engagement:
 Inform staff members of expectation (all internal stakeholders will support resource development)
 Define how staff members will be evaluated (include frequency—i.e. quarterly, semi-annual or annual)
 Collapse resource development evaluation into overall performance review (tied to compensation & merit increases)
 Encourage staff members to shape the instrument prior to the adoption
 Operationalize by crafting policies and procedures to reflect the new culture
 Provide informal reviews, give guidance & direction
 Conduct formal review face-to-face and document using a written instrument
 Encourage organizational and volunteer leaders to enforce and to lead by example
Demonstration of Resource Development Support Yes: □ No: □
Current Year Donor: Yes: □ No: □
Fundraising Strategy Identification Cultivation Solicitation Stewardship Notes
Board Contribution x Hand-written note to board member
Staff Contribution Made personal contribution
General Contribution x Provided names of prospects
Private Grants
Public Grants x Wrote thank you letter to agency
Corporate Contributions
United Way x x x Encouraged neighbor to give
Corporate Matching
Ticket Sales x x Asked friend to attend
Sponsorship x x x Asked car dealer to support
Auction x x x Secured item

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Resource Development
Ideas: Solicitation of Feedback
- Strategy: Hold focus groups & invite members of all departments
- Messaging: Survey team members on appeals prior to public launch
- Post-Activities: When hosting open houses, fundraising events,
celebratory occasions, etc. send to team members anonymous
surveys/questionnaires
- Ask them to wear the “donor” hat when making some decisions

15. Questions?
tycely@tycelywilliams.com
Connect via LinkedIn
H e r e ’ s h o w : C l i c k H e r e .
Thanks for joining me; Happy Fundraising!
@tycely #TycelyLive

16. .
PRESENTS
http://thenonprofitacademy.com/vault/
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