The document discusses strategies for a successful annual fund for Catholic high schools. It recommends establishing an annual fund as the cornerstone of fundraising, with the goals of covering the average $2,100 per student funding gap. Key strategies include direct marketing campaigns, personal solicitation of top donors, and a "parent partnership" program to explain the funding needs to all parents and ask for support. Goals for donor rates, costs, and participation should be set to guide the annual fund efforts.
The document provides guidance for developing a fund development plan for nonprofit organizations and DEC grantees. It discusses establishing fund development responsibilities and oversight structures. A key part is developing a multi-year fund development plan that identifies goals, strategies, budgets and timelines. The plan should be based on assessing organizational strengths/weaknesses and the external funding environment. A variety of fundraising strategies are explored, from events and direct mail to online giving. Tracking results and revising the plan annually is also recommended. The document emphasizes establishing relationships with current and prospective donors as the most effective way to raise funds.
Annual Giving Campaign: Acquiring, Renewing, and Upgrading DonorsChris LeBrun, CFRE
This presentation looks at the basics of an annual giving fundraising campaign, specifically how to acquire new donors, retain them year to year, and increase their annual giving.
I gave this presentation on September 10, 2008 at the Detroit Fundraising Summit (Wayne State University), sponsored by Center for Non-Profit Success.
Annual Giving: Foundation of the Donor Pyramidtimpuffer
The document discusses annual giving and donor management strategies. It defines annual giving as gifts that are renewable, unrestricted, solicited for current use, and of a certain size. It discusses strategies for managing donor information and relationships, and increasing annual giving revenues through growing gift sizes, number of gifts, and number of donors. The role of annual giving in the overall development plan and strategies for improving cost accountability are also summarized.
This document discusses fundraising and development for non-profit organizations like libraries. It explains that non-profits establish foundations to collect and distribute funds from donations. Libraries use foundations to receive private funding through donations from individuals, corporations, grants, and fundraising events. Effective fundraising requires identifying donor prospects, cultivating relationships over many years, and moving donors to increased giving levels through membership programs and major gifts. Research on potential donors is crucial to successful fundraising.
An Association Board's Role in Fundraising & Planned GivingBeth Yoke
This document discusses planned giving and fundraising best practices. It notes that planned giving made up 8% of total charitable donations in 2009. The document provides guidelines for boards to oversee planned giving efforts, including creating a plan and policies, and ensuring donations are used as intended. It also offers tips on identifying good planned giving prospects, maintaining relationships with donors, and respecting ethics in fundraising. Next steps discussed are collecting examples to share and identifying potential planned giving candidates.
This document provides an overview of various fundraising strategies and tactics for non-profit organizations. It discusses different types of fundraising including individual donors, institutional supporters like foundations and corporations, membership programs, special events, and earned income. Specific fundraising tactics covered include direct mail, auctions, sales drives, and "athon" events. The document also provides tips for planning different fundraising activities and assessing potential sources of support. Overall, the document aims to educate non-profits on developing a comprehensive fundraising plan utilizing multiple strategies.
Revenue Diversification through PhilanthropyMDW Consulting
This document discusses building a sustainable culture of philanthropy. It notes that the ultimate goals are to smooth cash flows, manage risk by diversifying revenue sources, and build long-term revenue streams. Individual donations make up the largest source of philanthropy. The document outlines strategies for cultivating a philanthropic culture, such as celebrating philanthropy, investing in the mission, seeing donors as partners, and rigorously evaluating impact. It also provides frameworks for developing a philanthropic program through prospect migration, different giving levels from annual donors to major gifts, and integrating philanthropy into organizational planning.
The document discusses strategies for a successful annual fund for Catholic high schools. It recommends establishing an annual fund as the cornerstone of fundraising, with the goals of covering the average $2,100 per student funding gap. Key strategies include direct marketing campaigns, personal solicitation of top donors, and a "parent partnership" program to explain the funding needs to all parents and ask for support. Goals for donor rates, costs, and participation should be set to guide the annual fund efforts.
The document provides guidance for developing a fund development plan for nonprofit organizations and DEC grantees. It discusses establishing fund development responsibilities and oversight structures. A key part is developing a multi-year fund development plan that identifies goals, strategies, budgets and timelines. The plan should be based on assessing organizational strengths/weaknesses and the external funding environment. A variety of fundraising strategies are explored, from events and direct mail to online giving. Tracking results and revising the plan annually is also recommended. The document emphasizes establishing relationships with current and prospective donors as the most effective way to raise funds.
Annual Giving Campaign: Acquiring, Renewing, and Upgrading DonorsChris LeBrun, CFRE
This presentation looks at the basics of an annual giving fundraising campaign, specifically how to acquire new donors, retain them year to year, and increase their annual giving.
I gave this presentation on September 10, 2008 at the Detroit Fundraising Summit (Wayne State University), sponsored by Center for Non-Profit Success.
Annual Giving: Foundation of the Donor Pyramidtimpuffer
The document discusses annual giving and donor management strategies. It defines annual giving as gifts that are renewable, unrestricted, solicited for current use, and of a certain size. It discusses strategies for managing donor information and relationships, and increasing annual giving revenues through growing gift sizes, number of gifts, and number of donors. The role of annual giving in the overall development plan and strategies for improving cost accountability are also summarized.
This document discusses fundraising and development for non-profit organizations like libraries. It explains that non-profits establish foundations to collect and distribute funds from donations. Libraries use foundations to receive private funding through donations from individuals, corporations, grants, and fundraising events. Effective fundraising requires identifying donor prospects, cultivating relationships over many years, and moving donors to increased giving levels through membership programs and major gifts. Research on potential donors is crucial to successful fundraising.
An Association Board's Role in Fundraising & Planned GivingBeth Yoke
This document discusses planned giving and fundraising best practices. It notes that planned giving made up 8% of total charitable donations in 2009. The document provides guidelines for boards to oversee planned giving efforts, including creating a plan and policies, and ensuring donations are used as intended. It also offers tips on identifying good planned giving prospects, maintaining relationships with donors, and respecting ethics in fundraising. Next steps discussed are collecting examples to share and identifying potential planned giving candidates.
This document provides an overview of various fundraising strategies and tactics for non-profit organizations. It discusses different types of fundraising including individual donors, institutional supporters like foundations and corporations, membership programs, special events, and earned income. Specific fundraising tactics covered include direct mail, auctions, sales drives, and "athon" events. The document also provides tips for planning different fundraising activities and assessing potential sources of support. Overall, the document aims to educate non-profits on developing a comprehensive fundraising plan utilizing multiple strategies.
Revenue Diversification through PhilanthropyMDW Consulting
This document discusses building a sustainable culture of philanthropy. It notes that the ultimate goals are to smooth cash flows, manage risk by diversifying revenue sources, and build long-term revenue streams. Individual donations make up the largest source of philanthropy. The document outlines strategies for cultivating a philanthropic culture, such as celebrating philanthropy, investing in the mission, seeing donors as partners, and rigorously evaluating impact. It also provides frameworks for developing a philanthropic program through prospect migration, different giving levels from annual donors to major gifts, and integrating philanthropy into organizational planning.
The document provides an overview of healthcare philanthropy presented by George F Maynard, III. It discusses who gives charitable contributions and where the gifts go. It identifies the role of philanthropy officers in connecting community needs with hospital competencies and philanthropic partners. The sources and uses of philanthropy for hospitals are outlined. Reasons why people give charitable contributions and how to maximize donor relationships are also summarized.
The document provides an overview of the history and growth of a non-profit organization called DSL from 1977 to 2008. It started with one program and 5 students and grew to 15 programs and 400 students. The document then outlines the organization's various programs and services. It discusses strategies for building infrastructure, fundraising, grants, annual campaigns, and events to support the organization's mission.
Foundation prospecting 101 november 2011 for houston power tools conferenceSara Kellner
This document provides tips and strategies for non-profits to research and pursue foundation funding. It recommends being clear on your mission, developing compelling funding proposals and budgets, researching foundations to identify potential fits based on priorities and past funding, utilizing foundation center resources, creating a grant calendar, and leveraging contacts. Success requires understanding what foundations fund, following application guidelines, and cultivating relationships over time.
What donors want fundraising trends for 2012Jim Bush
Jim Bush presented on fundraising trends for 2012. He discussed trends in annual giving such as demand for nonprofit services growing while budgets remain flat, a focus on donor acquisitions over renewals, and the majority of donations now being made online. For major gifts and capital campaigns, trends included donor fatigue, donors giving more time over money, reliance on new donors for campaigns, and multi-year pledges declining. Overall, donors want meaningful relationships with nonprofits and expect to be involved beyond just financial support.
Using Social Networking to Engage Your DonorsJim Friend
I offered this presentation at the International Catholic Stewardship Council and at the Lehigh Chapter for the Association of Fundraising Professionals in October 2009.
This course is designed to help nonprofit organizations learn to how to create and direct their planned giving efforts, beginning with a general overview of what is viewed by many nonprofits as a very complex subject.
Social Venture Partners Calgary has a dual mission of strengthening local non-profits through time, expertise and funding while also educating individuals to be engaged philanthropists. They achieve their mission by carefully selecting non-profits for strategic long-term investing, providing multi-year unrestricted funding and support to build organizational capacity. Partners are engaged through project involvement, educational sessions and social events to find a meaningful way to give back and make an exponential social impact through their pooled donations and expertise.
This document introduces Charitable.org, a platform that aims to accelerate philanthropy in India by connecting donors, volunteers, NGOs, and causes. It notes that while India sees growing philanthropic efforts, the impact is below average due to lack of credibility of organizations, awareness among donors, and collaboration. Charitable.org seeks to address these issues by becoming a centralized hub where stakeholders can connect and work together more effectively to make a real impact on society. The platform charges minimal commissions on larger donations to support website maintenance and promotion. It projects rapid growth in NGO membership and funds raised over the next five years.
The document provides an overview of fundraising strategies for non-profits. It discusses who typically donates to non-profits and how much is donated annually. It then outlines key elements of an effective fundraising plan such as setting goals, budgeting, and developing marketing strategies. Additional sections cover identifying key players like board members and staff roles, potential sources of funding from individuals, corporations, and foundations, and general fundraising best practices and resources.
Michael J. Worth presents to United Way NCA partners on fundraising and understanding donors.
Learn more about United Way NCA events for our partners:
http://www.unitedwaynca.org/events/members
This document provides an overview of key concepts in fundraising for nonprofit boards and organizations. It discusses the primary roles and responsibilities of boards in establishing strategy and oversight of fundraising efforts. It also summarizes the basic concepts and principles of annual giving, major gifts, and planned giving. Additionally, it outlines the three stages of fundraising: cultivation, solicitation, and stewardship. Guidelines are provided for evaluating board candidates and fundraising performance.
Barbara Talisman is the President of Talisman Associates, Inc., a consulting firm that provides fundraising assistance to nonprofit organizations. She has over 30 years of experience in fundraising, working for organizations like the American Heart Association and Anti-Defamation League. Her consulting services include grant writing, major gift solicitation, and leadership training. She is also an author and speaker on fundraising topics.
This session will review the how to’s of foundation research, cultivation and solicitation. The discussion will include private, public and corporate foundations and the differences between them as well as outreach methods. This interactive session will answer your questions solve recent challenges you may have had in recent foundation outreach. At the conclusion of this session, participants will know how to: Research foundations, determine who to ask for support, determine how much to ask for, create Foundation calendar, implement a community needs assessment, research statistics and information to back up your organization work and if it is necessary and engage a foundation program officer effectively.
Facilitator: Barbara Talisman, President of Talisman and Associates, Inc. Talisman Associates, Inc. is a full service consulting firm working with public benefit corporations. The firm provides hands-on fund development assistance and leadership training to non-profits. http://www.3talisman.com/
10 X 10 PROGRAM: Combining Capacity Building & Fundraising to Grow your Nonpr...Grace Dunlap
In this 1 hour webinar hosted by CharityNet USA, we discuss how CharityNet can help your nonprofit raise $10,000 in 10 weeks! For more information on fundraising, please visit: http://www.charitynetusa.com/fundraising.php
What Women Want: Understanding Women’s Philanthropic ObjectivesKatherine Swank
The document discusses understanding women's philanthropic giving and involving women in organizations. It notes that women donate a larger percentage of their income and wealth than men. Women want greater control and involvement in charitable decisions. They are motivated by creating change and building personal connections. The document provides tips for non-profits to connect with female donors, such as by understanding their interests and involving them through leadership, education, and planned giving opportunities.
Shelburne Farms and Green Mountain Coffee Roasters presented an interactive workshop on fundraising and financial reporting in a game show format. Attendees would test their knowledge of topics like grant writing, reporting, budgeting, and annual appeals. The workshop provided resources on fundraising topics from organizations like the Association of Small Foundations, BoardSource, and the Foundation Center. Sample questions that may be asked in the game show format covered annual giving, fundraising best practices, finance, grants, relationships, and general nonprofit facts. The workshop was co-presented by Sue Dixon of Shelburne Farms and Eliza Dodd of Green Mountain Coffee Roasters.
An audit of your fund development program is an essential element of developing your fundraising plan. This approach assesses all aspects of your organization through your fundraiser eyes.
This document discusses discretionary grants, which are grants made by individual trustees without full board approval. It outlines reasons family foundations use discretionary grants, such as encouraging trustee participation, dealing with ideological differences, and responding quickly to emergencies. However, it also notes potential concerns like ensuring grants meet legal requirements and do not benefit trustees. It emphasizes the importance of establishing clear guidelines for discretionary grants to address these issues and maintain a foundation's integrity.
Finance, Fundraising and Technology:Beyond the Bottom LineDavid Harkins
The document summarizes trends in charitable giving in the United States from 1971 to 2002. It shows that total charitable contributions have increased over time, reaching $212 billion in 2001. Individuals contribute the majority of philanthropic donations, with wealthier individuals contributing 67% of the total. The document also discusses best practices for finance leaders at non-profit organizations, including taking a business perspective, providing guidance on planning and budgets, ensuring compliance, and reporting on metrics like forecasting, donor value, and cost of acquisition.
NYMACC 2011 Fund Development for Your Arts Organization BoardAndrew Marietta
The document provides an overview of strategies and best practices for arts organization boards to effectively develop funds and resources. It discusses developing a comprehensive development plan with goals, timelines, budgets and evaluations. The plan should analyze strengths/weaknesses and opportunities/threats while outlining specific fundraising strategies. Boards are responsible for oversight, participation and accountability, and members should be trained to personally fundraise and cultivate donors and community support through relationship-building.
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...lpomara
January 22, 2014 AdNet Webinar: What tools, reports and summary frameworks are you using to report back to your donors? ur works consists of strategic planning sessions, family philanthropy retreats, end-of-year snapshots and nonprofit briefs … how do we most effectively report back to donors so that they fully experience the added value of our community knowledge and philanthropic expertise? Reports and strategy session summaries can take a lot of time and they can waver between the objective and the subjective. Some donors like it brief, like to dig into data, and clearly see a roadmap for progress. Other donors like to understand their values and motivations, understand their relationship to giving, see dynamic visuals, and involve family. If you are interested in learning how some other community foundations are structuring reports and creating consulting summaries, this is a webinar for you. [This webinar is an encore presentation from the 2013 AdNet Conference.] Adnet is the (www.adnetcf.org) premier professional organization for advancement professionals in the community foundation world.
The document provides an overview of healthcare philanthropy presented by George F Maynard, III. It discusses who gives charitable contributions and where the gifts go. It identifies the role of philanthropy officers in connecting community needs with hospital competencies and philanthropic partners. The sources and uses of philanthropy for hospitals are outlined. Reasons why people give charitable contributions and how to maximize donor relationships are also summarized.
The document provides an overview of the history and growth of a non-profit organization called DSL from 1977 to 2008. It started with one program and 5 students and grew to 15 programs and 400 students. The document then outlines the organization's various programs and services. It discusses strategies for building infrastructure, fundraising, grants, annual campaigns, and events to support the organization's mission.
Foundation prospecting 101 november 2011 for houston power tools conferenceSara Kellner
This document provides tips and strategies for non-profits to research and pursue foundation funding. It recommends being clear on your mission, developing compelling funding proposals and budgets, researching foundations to identify potential fits based on priorities and past funding, utilizing foundation center resources, creating a grant calendar, and leveraging contacts. Success requires understanding what foundations fund, following application guidelines, and cultivating relationships over time.
What donors want fundraising trends for 2012Jim Bush
Jim Bush presented on fundraising trends for 2012. He discussed trends in annual giving such as demand for nonprofit services growing while budgets remain flat, a focus on donor acquisitions over renewals, and the majority of donations now being made online. For major gifts and capital campaigns, trends included donor fatigue, donors giving more time over money, reliance on new donors for campaigns, and multi-year pledges declining. Overall, donors want meaningful relationships with nonprofits and expect to be involved beyond just financial support.
Using Social Networking to Engage Your DonorsJim Friend
I offered this presentation at the International Catholic Stewardship Council and at the Lehigh Chapter for the Association of Fundraising Professionals in October 2009.
This course is designed to help nonprofit organizations learn to how to create and direct their planned giving efforts, beginning with a general overview of what is viewed by many nonprofits as a very complex subject.
Social Venture Partners Calgary has a dual mission of strengthening local non-profits through time, expertise and funding while also educating individuals to be engaged philanthropists. They achieve their mission by carefully selecting non-profits for strategic long-term investing, providing multi-year unrestricted funding and support to build organizational capacity. Partners are engaged through project involvement, educational sessions and social events to find a meaningful way to give back and make an exponential social impact through their pooled donations and expertise.
This document introduces Charitable.org, a platform that aims to accelerate philanthropy in India by connecting donors, volunteers, NGOs, and causes. It notes that while India sees growing philanthropic efforts, the impact is below average due to lack of credibility of organizations, awareness among donors, and collaboration. Charitable.org seeks to address these issues by becoming a centralized hub where stakeholders can connect and work together more effectively to make a real impact on society. The platform charges minimal commissions on larger donations to support website maintenance and promotion. It projects rapid growth in NGO membership and funds raised over the next five years.
The document provides an overview of fundraising strategies for non-profits. It discusses who typically donates to non-profits and how much is donated annually. It then outlines key elements of an effective fundraising plan such as setting goals, budgeting, and developing marketing strategies. Additional sections cover identifying key players like board members and staff roles, potential sources of funding from individuals, corporations, and foundations, and general fundraising best practices and resources.
Michael J. Worth presents to United Way NCA partners on fundraising and understanding donors.
Learn more about United Way NCA events for our partners:
http://www.unitedwaynca.org/events/members
This document provides an overview of key concepts in fundraising for nonprofit boards and organizations. It discusses the primary roles and responsibilities of boards in establishing strategy and oversight of fundraising efforts. It also summarizes the basic concepts and principles of annual giving, major gifts, and planned giving. Additionally, it outlines the three stages of fundraising: cultivation, solicitation, and stewardship. Guidelines are provided for evaluating board candidates and fundraising performance.
Barbara Talisman is the President of Talisman Associates, Inc., a consulting firm that provides fundraising assistance to nonprofit organizations. She has over 30 years of experience in fundraising, working for organizations like the American Heart Association and Anti-Defamation League. Her consulting services include grant writing, major gift solicitation, and leadership training. She is also an author and speaker on fundraising topics.
This session will review the how to’s of foundation research, cultivation and solicitation. The discussion will include private, public and corporate foundations and the differences between them as well as outreach methods. This interactive session will answer your questions solve recent challenges you may have had in recent foundation outreach. At the conclusion of this session, participants will know how to: Research foundations, determine who to ask for support, determine how much to ask for, create Foundation calendar, implement a community needs assessment, research statistics and information to back up your organization work and if it is necessary and engage a foundation program officer effectively.
Facilitator: Barbara Talisman, President of Talisman and Associates, Inc. Talisman Associates, Inc. is a full service consulting firm working with public benefit corporations. The firm provides hands-on fund development assistance and leadership training to non-profits. http://www.3talisman.com/
10 X 10 PROGRAM: Combining Capacity Building & Fundraising to Grow your Nonpr...Grace Dunlap
In this 1 hour webinar hosted by CharityNet USA, we discuss how CharityNet can help your nonprofit raise $10,000 in 10 weeks! For more information on fundraising, please visit: http://www.charitynetusa.com/fundraising.php
What Women Want: Understanding Women’s Philanthropic ObjectivesKatherine Swank
The document discusses understanding women's philanthropic giving and involving women in organizations. It notes that women donate a larger percentage of their income and wealth than men. Women want greater control and involvement in charitable decisions. They are motivated by creating change and building personal connections. The document provides tips for non-profits to connect with female donors, such as by understanding their interests and involving them through leadership, education, and planned giving opportunities.
Shelburne Farms and Green Mountain Coffee Roasters presented an interactive workshop on fundraising and financial reporting in a game show format. Attendees would test their knowledge of topics like grant writing, reporting, budgeting, and annual appeals. The workshop provided resources on fundraising topics from organizations like the Association of Small Foundations, BoardSource, and the Foundation Center. Sample questions that may be asked in the game show format covered annual giving, fundraising best practices, finance, grants, relationships, and general nonprofit facts. The workshop was co-presented by Sue Dixon of Shelburne Farms and Eliza Dodd of Green Mountain Coffee Roasters.
An audit of your fund development program is an essential element of developing your fundraising plan. This approach assesses all aspects of your organization through your fundraiser eyes.
This document discusses discretionary grants, which are grants made by individual trustees without full board approval. It outlines reasons family foundations use discretionary grants, such as encouraging trustee participation, dealing with ideological differences, and responding quickly to emergencies. However, it also notes potential concerns like ensuring grants meet legal requirements and do not benefit trustees. It emphasizes the importance of establishing clear guidelines for discretionary grants to address these issues and maintain a foundation's integrity.
Finance, Fundraising and Technology:Beyond the Bottom LineDavid Harkins
The document summarizes trends in charitable giving in the United States from 1971 to 2002. It shows that total charitable contributions have increased over time, reaching $212 billion in 2001. Individuals contribute the majority of philanthropic donations, with wealthier individuals contributing 67% of the total. The document also discusses best practices for finance leaders at non-profit organizations, including taking a business perspective, providing guidance on planning and budgets, ensuring compliance, and reporting on metrics like forecasting, donor value, and cost of acquisition.
NYMACC 2011 Fund Development for Your Arts Organization BoardAndrew Marietta
The document provides an overview of strategies and best practices for arts organization boards to effectively develop funds and resources. It discusses developing a comprehensive development plan with goals, timelines, budgets and evaluations. The plan should analyze strengths/weaknesses and opportunities/threats while outlining specific fundraising strategies. Boards are responsible for oversight, participation and accountability, and members should be trained to personally fundraise and cultivate donors and community support through relationship-building.
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...lpomara
January 22, 2014 AdNet Webinar: What tools, reports and summary frameworks are you using to report back to your donors? ur works consists of strategic planning sessions, family philanthropy retreats, end-of-year snapshots and nonprofit briefs … how do we most effectively report back to donors so that they fully experience the added value of our community knowledge and philanthropic expertise? Reports and strategy session summaries can take a lot of time and they can waver between the objective and the subjective. Some donors like it brief, like to dig into data, and clearly see a roadmap for progress. Other donors like to understand their values and motivations, understand their relationship to giving, see dynamic visuals, and involve family. If you are interested in learning how some other community foundations are structuring reports and creating consulting summaries, this is a webinar for you. [This webinar is an encore presentation from the 2013 AdNet Conference.] Adnet is the (www.adnetcf.org) premier professional organization for advancement professionals in the community foundation world.
The document outlines key steps for developing an effective fundraising plan, including conducting an internal and external assessment, setting goals and objectives, choosing fundraising techniques, developing materials, creating budgets and action plans, and evaluating results. It emphasizes involving stakeholders, understanding constraints and capabilities, diversifying techniques, building credibility, and creating plans that are strategic, cost-effective, and reflect organizational needs. Regular evaluation and revision of plans is also recommended to ensure ongoing success.
The document outlines key steps for developing an effective fundraising plan, including conducting an internal and external assessment, setting goals and objectives, choosing fundraising techniques, developing materials, creating budgets and action plans, and evaluating results. It emphasizes involving stakeholders, understanding constraints and capabilities, diversifying techniques, building credibility, and creating plans that are strategic, cost-effective, and reflect organizational needs.
The document outlines key steps for developing an effective fundraising plan, including conducting an internal and external assessment, setting goals and objectives, choosing fundraising techniques, developing materials, creating budgets and action plans, and evaluating results. It emphasizes involving stakeholders, understanding constraints and capabilities, diversifying techniques, building credibility, and creating plans that are strategic, cost-effective, and reflect organizational needs. Regular evaluation and revision of plans is also recommended to ensure ongoing success.
Building An Individual Giving Program Combined Sw Ct Finalmtbcindy
This document discusses building an individual giving program. It provides statistics on sources of charitable contributions in 2010, with individuals making up the largest share at 73%. It then discusses why nonprofits tend to focus on business and foundation fundraising over individual giving. The rest of the document outlines the development cycle for cultivating individual donors, including points of entry, engagement, asking for donations, thanking donors, and evaluating efforts. It provides examples from two organizations, Friends of the Columbia Gorge and Macdonald Center, and discusses keys to success like the role of board members, executive directors, and program staff.
Grant Writing in 2021: What’s Different and What’s the Same?TechSoup
2020 was quite a year! There was not much “business as usual” and we all had to adapt to new ways of doing things. Nonprofit organizations were significantly impacted by the epidemic and not only suffered from a lack of funds, but also saw an increase in people needing services. How do we move forward in our grant writing strategies in 2021? During this webinar, we discuss trends in giving, what has changed, and what remains the same so we can weather the storm and continue providing important, mission-driven services.
Rachel Werner and Ephraim Gopin Bloomerang presentation Sept. 22, 2022 (1).pdfBloomerang
This document provides a summary of a presentation on leveraging grants. The presentation was given by Rachel Werner and Ephraim Gopin and covered various topics including the grants lifecycle, strategic thinking for grants, and leveraging grant information for other purposes such as annual reports and fundraising. Some of the key points covered in the presentation include understanding the various stages of the grants process, researching private and public funding opportunities, developing organizational strategies that align with funder priorities, and utilizing grant details and outcomes in collateral like fact sheets and annual appeals.
The document provides an overview of fundraising strategies for non-profits, including individual giving, foundation and corporate grants, and legal considerations. It recommends developing a multi-channel fundraising program involving individuals, foundations, events, and online giving in addition to sponsorships. While some challenges in fundraising exist due to the economic climate, the document encourages non-profits to focus on cultivating donors and creating compelling cases for support that highlight their mission and impact. Proper thanking and engagement of donors and board members is also emphasized.
Magic Monthly Giving - Sustainer Best PracticesBrady Josephson
A hallmark product at Target Analytics is Collaborative Benchmarking meetings – annual conferences that gather sectors together to share data, strategy and the challenges of fundraising in today’s ever-changing environment. With the continued growth of recurring giving in the last 10 years, the Sustainer Benchmarking conference has also grown to include some of the largest non-profits in the US. This session will share what best practices, tips and must-dos these organizations have learned while establishing and growing their programs.
The document provides information on how organizations can succeed on the GlobalGiving crowdfunding platform. It outlines the requirements for signing up, including passing a rigorous due diligence process to verify eligibility. It also discusses tips for projects like including clear photos and descriptions, setting realistic funding goals, and regularly updating donors on project progress and impact. Regular updates are important for increasing donations, visibility and improving search rankings on the site.
The document provides information on how organizations can succeed on the GlobalGiving crowdfunding platform. It outlines the requirements for signing up, including passing a rigorous due diligence process to verify the organization's impact and eligibility. It also describes how to write effective project pages, tips for engaging donors through regular updates, and ways to participate in funding challenges to boost support.
June 22 Mumbai #3 Succeeding on GlobalGivingBill Brower
The document provides instructions for non-profits on how to succeed on the GlobalGiving crowdfunding platform. It outlines the sign up process, due diligence requirements, how to write engaging project descriptions, tips for open access challenges, and maintaining the project through updates and growing support.
The document provides an overview of fundraising strategies and sources of philanthropy. It discusses analyzing an organization's current revenue mix and aligning fundraising with its mission. The document also covers the donor pyramid, cultivation strategies, and comparative costs and returns of different fundraising methods. It suggests dividing fundraising efforts using various frameworks and determining the best staffing choice based on an action plan.
The document discusses how non-profits can manage relationships with donors and maximize fundraising in a difficult economic environment. It recommends strengthening data management to track donors and evaluate fundraising programs. It also emphasizes continuing relationship-building with both current and new donors through effective communication and involvement in the organization's mission. Grantmakers are anticipated to give fewer but larger grants while focusing on existing grantees, making the funding environment more competitive.
The document provides information on how non-profit organizations can succeed on the GlobalGiving crowdfunding platform. It outlines the requirements to sign up including passing a due diligence process and being eligible to receive international donations. It also discusses best practices for projects such as writing clear titles and descriptions, including photos, and regularly updating donors. Organizations are encouraged to participate in Open Access Challenges to gain exposure and prove their fit on the site.
This document provides an overview of a presentation on raising serious money through grants. It discusses:
- The background and experience of the presenter, Robin L. Cabral, as a development consultant and Certified Fund Raising Executive.
- Key things organizations should know about themselves before beginning the grant seeking process, including their mission, programs, uniqueness, and current funding sources.
- An overview of different types of potential funding sources for grants, including corporations, foundations, government entities, and how to research them.
- Important steps in the grant seeking process, such as understanding the funder's goals and needs, building relationships, writing compelling proposals, following up on submissions, and maintaining relationships with fund
This document provides an overview of the grantsmanship process, including understanding philanthropy, identifying funding partners, writing proposals, and following up after submitting proposals. It discusses researching different types of funders like foundations, corporations, and government grants. Key parts of a proposal are identified as the executive summary, organization information, statement of need, project description, budget, and appendix. Important tips for writing, packaging, and submitting proposals are also provided.
May 11 Nepal #3 Succeeding on GlobalGivingBill Brower
The document provides instructions for non-profits on how to succeed on the GlobalGiving crowdfunding platform. It outlines the sign up and due diligence process, how to post engaging projects, tips for life on the platform like using project updates, and information on campaigns and challenges. The goal is to help non-profits effectively utilize the platform to fundraise and further their social missions.
June 11 Hyderabad #3 Succeeding on GlobalGivingBill Brower
The document provides instructions for non-profits on how to succeed on the GlobalGiving crowdfunding platform. It outlines the sign up and due diligence process, how to post engaging projects, tips for life on the platform like using project updates, and information on campaigns and challenges. The goal is to help non-profits effectively utilize the platform to fundraise and further their social missions.
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United Nations World Oceans Day 2024; June 8th " Awaken new dephts".Christina Parmionova
The program will expand our perspectives and appreciation for our blue planet, build new foundations for our relationship to the ocean, and ignite a wave of action toward necessary change.
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The best available, up-to-date information on all fishing and related vessels that appear on the illegal, unregulated, and unreported (IUU) fishing vessel lists published by Regional Fisheries Management Organisations (RFMOs) and related organisations. The aim of the site is to improve the effectiveness of the original IUU lists as a tool for a wide variety of stakeholders to better understand and combat illegal fishing and broader fisheries crime.
To date, the following regional organisations maintain or share lists of vessels that have been found to carry out or support IUU fishing within their own or adjacent convention areas and/or species of competence:
Commission for the Conservation of Antarctic Marine Living Resources (CCAMLR)
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International Commission for the Conservation of Atlantic Tunas (ICCAT)
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Southern Indian Ocean Fisheries Agreement (SIOFA)
Western and Central Pacific Fisheries Commission (WCPFC)
The Combined IUU Fishing Vessel List merges all these sources into one list that provides a single reference point to identify whether a vessel is currently IUU listed. Vessels that have been IUU listed in the past and subsequently delisted (for example because of a change in ownership, or because the vessel is no longer in service) are also retained on the site, so that the site contains a full historic record of IUU listed fishing vessels.
Unlike the IUU lists published on individual RFMO websites, which may update vessel details infrequently or not at all, the Combined IUU Fishing Vessel List is kept up to date with the best available information regarding changes to vessel identity, flag state, ownership, location, and operations.
The Antyodaya Saral Haryana Portal is a pioneering initiative by the Government of Haryana aimed at providing citizens with seamless access to a wide range of government services
Donate to charity during this holiday seasonSERUDS INDIA
For people who have money and are philanthropic, there are infinite opportunities to gift a needy person or child a Merry Christmas. Even if you are living on a shoestring budget, you will be surprised at how much you can do.
Donate Us
https://serudsindia.org/how-to-donate-to-charity-during-this-holiday-season/
#charityforchildren, #donateforchildren, #donateclothesforchildren, #donatebooksforchildren, #donatetoysforchildren, #sponsorforchildren, #sponsorclothesforchildren, #sponsorbooksforchildren, #sponsortoysforchildren, #seruds, #kurnool
Food safety, prepare for the unexpected - So what can be done in order to be ready to address food safety, food Consumers, food producers and manufacturers, food transporters, food businesses, food retailers can ...
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
About Potato, The scientific name of the plant is Solanum tuberosum (L).Christina Parmionova
The potato is a starchy root vegetable native to the Americas that is consumed as a staple food in many parts of the world. Potatoes are tubers of the plant Solanum tuberosum, a perennial in the nightshade family Solanaceae. Wild potato species can be found from the southern United States to southern Chile
Synopsis (short abstract) In December 2023, the UN General Assembly proclaimed 30 May as the International Day of Potato.
A Guide to AI for Smarter Nonprofits - Dr. Cori Faklaris, UNC CharlotteCori Faklaris
Working with data is a challenge for many organizations. Nonprofits in particular may need to collect and analyze sensitive, incomplete, and/or biased historical data about people. In this talk, Dr. Cori Faklaris of UNC Charlotte provides an overview of current AI capabilities and weaknesses to consider when integrating current AI technologies into the data workflow. The talk is organized around three takeaways: (1) For better or sometimes worse, AI provides you with “infinite interns.” (2) Give people permission & guardrails to learn what works with these “interns” and what doesn’t. (3) Create a roadmap for adding in more AI to assist nonprofit work, along with strategies for bias mitigation.
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
2024: The FAR - Federal Acquisition Regulations, Part 38
Built to Last - Creating Sustainable Nonprofits
1. Built to Last: Developing a
Sustainable Funding Base for
Nonprofit Organizations
Presented by Barb Greene, Principal,
CommonGood Consulting, Inc.
TUESDAY, FEBRUARY 20, 2018, 10-11:30 A.M
HUDSON LIBRARY & HISTORICAL SOCIETY
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2. Workshop Outcomes
1. Understanding of the evolution and life cycle of a typical nonprofit
2. Understanding of the various sources of potential revenue for a
nonprofit, and their pros/cons
3. Understanding of the organizational capacities needed to achieve
financial sustainability
a. Culture of philanthropy
b. Board, staff and systems capacities
c. Quality and impact of services
2
3. Why is sustainability important?
1. IRS requirements- 1/3 of public charity’s income must come
from general public and/or governmental source
2. Government and funder policies change
3. Family wealth is transferred to next generation
4. Organizations experience crises
5. Economic downturns/recessions
6. Moral obligation to deliver ROI to investors/public
3
8. 8
Nonprofit Revenue Sources
Government contracts/grants
Earned income (e.g. facility rental, sale of related products, fees for services)
Federated gifts/grants (e.g. United Way)
Individual contributions (<$5,000)
Major gifts/individual contributions (>$5,000)
Telemarketing
Direct mail
Membership dues
Endowment income
Foundation grants
Corporate gifts/grants/sponsorships
Planned gifts/bequests
Special events (individuals, corporations)
Capital/endowment campaigns (all sources)
9. Government contracts/grants
Pros Cons
Larger sums of money Unpredictable and usually
unsustainable
Garners credibility from other funders Requires larger investment of labor
and money to write, submit, manage
and report grant outcomes
Influenced by policymakers
Temporarily inflates organizational
capacity
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10. Earned income (revenue generating services)
Pros Cons
Offers relational opportunities Contract management and reporting
obligations
Builds organizational capacity in gap
areas
Requires internal capacity
Usually predictable May get push-back from for-profits
Within control of organization Targeted clients may not have capacity
to pay for services
Builds self-sufficiency
Appealing to donors/investors
10
11. Federated gifts (United Way, Urban League)
Pros Cons
Relationally based Restrictions on how funds can be used
Often capacity-based Subject to changing rules and priorities
Predictable Low control
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12. Individual Contributions (<$5,000)
Pros Cons
Relationally based Requires base level of fund
development operational capacity
Potential for increased frequency and
amount of gifts
Often unrestricted
12
13. Individual Contributions (>$5,000)
Pros Cons
Relationally based More investment of time for gift
cultivation
Higher ROI Requires different level of donor
recognition
Often unrestricted Requires fund development
operational capacity
Opportunity to engage board in
individual gift solicitation
13
14. Telemarketing
Pros Cons
Relational to a degree Expensive – requires professional
telemarketers (usually)
Higher gift amounts Highly competitive
Hard-to-reach donor prospects
Higher pledge default rate – up to 20%
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15. Direct Mail/Annual Appeal
Pros Cons
Broadens your donor base Requires expertise
Direct mail firms/mailing lists can
match demographics of donor profile
Intense proliferation of direct mail
requests
Can go small or big Diminishing returns on investment
over time – postal rates increasing
Skewed to older demographics/donors Staff time for cleansing and accuracy of
lists
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16. Social Media
Pros Cons
Reaches younger/more diverse
demographics
Increasing competition
Good venues available – e.g. Crowdrise Older adults
uncomfortable/insecure with
online giving
Good for securing many smaller gifts—base
of fundraising pyramid
Processing fees are associated
with many venues—need to
carefully research
Offers visual and engaging messages
Great for relational/affinity fundraising
Excellent for short term OTO fundraising
Instant donor confirmation, data & analytics
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17. Membership Dues (e.g. PBS, Stan Hywet)
Pros Cons
Affinity or relationally-based Higher level of
maintenance/cost
Opportunity for increased giving frequency
and/or gift amount
Requires fund development
operational capacity
Opportunity to expand earned income
through membership affinity goods/services
(e.g. PBS pledge drives)
Opportunity for tiered levels of membership
and income
Immediate and usually unrestricted income
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18. Endowment Income
Pros Cons
Predictable and sustainable May or may not have control over
principal investment
Naming opportunity for lead donor(s)
Can be used for restricted or
unrestricted purposes
Protects organizations from undue
influence or policy changes over time
Can be managed by external source
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19. Foundation Grants
Pros Cons
Good source of
temporary funding for
project start up or
program needs
Unpredictable and unsustainable
Relatively easy to access Harder to secure grants for operational expenses and
endowment – often come with restrictions
Relational Relational – staff and boards change
Reporting obligations
Usually conservative/middle-of-the road with funding priorities
Funding priorities change
Local foundations: average of $5,000 - $10,000 per grant
Requires internal or contractual grant writer
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20. Corporate Gifts/Grants/Sponsorships
Pros Cons
Good source of temporary funding Unpredictable and unsustainable
Relational Lots of competition for corporate $
Options for in-kind goods/services Relational – staff leadership changes
Reporting obligations
Giving is aligned with corporate
interests/expectations
Funding priorities change
Local corporate
gifts/grants/sponsorships: average of
$2,500 - $5,000
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21. Planned Gifts/Bequests
Pros Cons
Usually major gifts Risk of change in donor’s plans
Opportunity for large impact Requires professional expertise (e.g.
estate planning, legal)
Engagement by donor and family –
opportunity to create a legacy
Requires time investment for
cultivation
Various types of planned gifts (e.g.
charitable gift annuities) offer giving
and receiving flexibility and benefits
Requires promotional support –
investment in communication
Tax incentives for donors
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22. Special Events
Pros Cons
Strong venue for volunteer cultivation &
board engagement
Labor and time intensive
Increase organization’s visibility Can lose momentum over time
“Fun” way to raise money Lots of special event competition
from other nonprofits
Event can introduce prospective donors to
nonprofit – attract new supporters
Usually takes time (2-3 years) to
generate a profit
Timing of events can help with cash flow Unpredictable – outcomes depend
on many variables
Opportunity to collect participant data
22
23. Capital/Endowment Campaigns
Pros Cons
Raise the visibility of the organization Labor and time intensive
Cultivate scores of new donors Competitive with other campaigns
Opportunity to deepen board engagement Competes with operational
fundraising
Opportunity to recruit new leadership Hard to maintain momentum over
time
Raise large sums of money Can burn out staff and volunteers
Broaden the funding base of the nonprofit Requires professional expertise
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25. 25
0%
6%
3%
24%
7%
50%
9%
1%
2016
Source of Income Corporate sponsorships Rider scholarships
Foundation grants Rider fees Special events
Fees for Services Individual Contributions Earned Interest
Grants: decreased from
31% of total budget in
2003 to 24% of total
budget in 2016
Special events increased
from 30% of total budget
in 2003 to 50% in 2016.
Major gifts are
responsible for the
increase
26. $2.1 million capital campaign in 2010-2011 to:
1. Move to a renovated facility that doubled the organizational
capacity to build homes
2. Provide greater community visibility and access
3. Establish a ReStore to provide sustainable income
26
28. What IS a philanthropic culture?
Donors feel compelled to give, not pressured to give
Donors’ interests match the organization’s needs
The organization is a place where people (staff, board, donors,
partners) want to be
Focus is on impact of mission versus “need” for funding
Everyone plays a role in supporting philanthropy—they are
ambassadors, champions, cheerleaders, connectors, cultivators,
solicitors, facilitators, catalyzers, stewards, donors, chief story tellers,
chief thank you officers
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30. Why do we want a philanthropic culture?
People who give:
◦ believe their gift can make a difference.
◦ get personal satisfaction from giving.
◦ like to support the same cause annually.
◦ like to give back to the community.
◦ are more likely to serve on a nonprofit board or volunteer for a nonprofit--
wealthy donors who volunteered in 2013 gave 73% more on average than
those who did not volunteer.
◦ are often preparing their children to be volunteers and philanthropists.
(Source: Indiana University Lily Family School of Philanthropy: www.ustrust.com/philanthropy) 30
31. Major &
Planned
Gift Donors
Loyal & Larger
Givers
Small or Occasional
Donors
New Supporters &
Prospects
31
Identification
• Special Events
• Direct Mail
• Social Media
Qualification
• Special Events
• Annual Giving
• Telemarketing
• Membership
• Program Experiences
Solicitation & Cultivation
• Special Events
• Face-to-Face
• Affinity Groups
• Program Experiences
Stewardship
• Face-to-Face
The Donor Giving Cycle (source: Blackbaud)
32. 32
Strategic Plan
3-5 year-fund development plan with supporting budget
Donor management software
“Case for support” materials, including impact of services information
Fundraising policies and procedures
Templates: cover letters, acknowledgement letters, and proposals
Website with secure (e.g. PayPal) giving portal and donor recognition
Development staff
Development committee to guide strategy, donor cultivation and gift acquisition
Board leadership expectations for engagement with fund development
Culture of philanthropy throughout the organization
Board, Staff and Volunteer Capacity
33. Resources
Society for Nonprofits - www.snpo.org
Association of Fundraising Professionals – www.afpneo.org
The Foundation Center – www.foundationcenter.org
Guidestar – www.guidestar.org
W.K. Kellogg Foundation – www.wkkf.org
Ohio Arts Council – www.oac.ohio.gov
Chronicle of Philanthropy – www.philanthropy.com
Urban Institute Center of Nonprofits and Philanthropy– www.urban.org
Business Volunteers Unlimited/The Center for Nonprofit Excellence– www.bvuvolunteers.org
Ohio Association of Nonprofit Organizations – www.oano.org
Independent Sector – www.independentsector.org
33