Surviving the nonprofit world jean block

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Surviving the nonprofit world jean block

  1. 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. 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. 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. 4. <ul><li>10 Steps to Surviving – Successfully – in Today’s Environment </li></ul>2010 Jean Block Consulting, Inc.
  5. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 21. <ul><li>Keys to Success – Diversified Development Plan </li></ul>2010 Jean Block Consulting, Inc.
  22. 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. 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. 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. 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. 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. 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. 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. 29. <ul><li>Common Pitfalls to be Avoided </li></ul>2010 Jean Block Consulting, Inc.
  30. 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. 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. 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. 33. Resources 2010 Jean Block Consulting, Inc. Exploration – Management by Assessment Resource Development Module Download at www.jblockinc.com
  34. 34. Resource 2010 Jean Block Consulting, Inc. Download at www.jblockinc.com
  35. 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.

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