The Giving Partner is the local brand for GuideStar's DonorEdge, helping donors make more informed decisions about their philanthropy. Thanks for joining us for this orientation!

1. Community Foundation Partners: Supported by:

3. “How can I learn
more about the
nonprofits I
care about?”
-Your trusting donor

4. In a giant, swirling Universe of
nonprofits, who’s doing what?

5. 9 out of 10 donors say that nonprofit
performance is important
Source: Money For Good II / November 2011/ Hope Consulting

6. 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

7. GuideStar provides information for over
1.5 million nonprofit organizations nationwide
(including yours) to advance transparency,
build trust, and help donors make
informed charitable giving decisions.
www.guidestar.org

9. 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

10. What’s in it for you?
• Access to donors & private foundations
• An online “case for support”
• Time saver with grantmaking
• Capacity building
• Trainings/consulting needs better met

11. What it takes

12. 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

18. What you DO NOT see.
• Ratings
• Grading
• “Certification”

19. 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.

20. 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)

21. Required fields
• Key indicators of nonprofit
health/effectiveness
• Necessary to answer to receive
the “Reviewed by Your
Community Foundation” status

22. Required fields
• Some are narrative
• Some are questions
about key documents

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. Document-related fields

25. Step 2: Input your data.

28. Your needs statement
1. Format using numbers
or bullet points.
2. Use dollar amounts.
3. Be specific.

29. 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

31. Save it every 30 minutes.

33. Let’s talk plans & policies.
“From a donor’s perspective, the mission
is a given. The differentiator is the plan or
strategy for effecting change.”
-Tom Belford, The Agitator
November 23, 2011

34. If you do not have a policy
or a plan…
1. It’s okay.
2. Answer “no” or “under
development”.
You will still get the Reviewed by
Your Community Foundation icon.

35. 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.

36. 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.

37. Plans to Upload
If you indicate you have them
• Management succession/ training plan
• Strategic plan
• Fundraising plan
• Communications plan
These documents are not viewable by the public.

38. Board docs to upload
If you indicate you have them
• Written board selection criteria
• Board attendance spreadsheet
These documents are not viewable by the public.

39. 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
These documents are viewable by the public.

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

41. Save your work.
or it will
disappear
from
your
profile.

42. 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)

43. 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?

44. You’ve spent
the time. Be
clever in
how you use
your profile.

45. 5 Ways to Use Your Profile
1. 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.

46. 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?

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

49. FINAL Deadline
to Complete Your Profile:
Wednesday, February 22
• Treat it like a grant application deadline.
• No extensions, no exceptions.

50. The Giving
Partner
36 Hour
Challenge
March 27 & 28, 2012

51. Thank you
for being
nonprofit
all stars.

52. Thank you
for being
nonprofit
all stars.

53. Thank you for
embracing this
new initiative.
Let’s get started!