This document discusses the characteristics of successful not-for-profit organizations. It outlines different types of non-profits and notes that they come in a wide range of sizes, from small social service agencies to large foundations. The document also discusses trends in the non-profit sector over the past decade, including increased competition for funding. Some keys to success identified are having a strong leader, clear mission, and development office that focuses on fundraising. Challenges and resources for non-profits are also outlined.
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.
This document summarizes key points from a fundraising workshop for nonprofit CEOs. It discusses:
1) The strategic role of fundraising in generating funds, demonstrating support, and ensuring sustainability. Fundraising is crucial at different stages of organizational development.
2) The main sources of philanthropic funds which come from institutions and individuals globally. Individual giving makes up the majority.
3) Why donors give, which includes believing in the cause, making a difference, spiritual fulfillment, and appreciation for being recognized. When donors don't feel appreciated or informed, attrition increases over time.
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.
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.
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.
The document discusses strategies for nonprofit fundraising in a changing philanthropic landscape. It recommends diversifying fundraising plans, understanding donor motivations, and creating a culture of philanthropy within the organization. It also provides tips for development professionals during economic downturns, such as focusing on the mission, increasing donor contact, and developing a short-term action plan.
The document discusses the importance of establishing a "culture of philanthropy" within an organization in order to consistently meet fundraising goals. It states that this culture means every individual, from janitors to board presidents, understands their role in fundraising and treats donors, clients, and community members with care. It also provides characteristics of organizations that have successfully established this culture, including boards that take responsibility for fundraising and CEOs that communicate the importance of philanthropy.
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.
This document summarizes key points from a fundraising workshop for nonprofit CEOs. It discusses:
1) The strategic role of fundraising in generating funds, demonstrating support, and ensuring sustainability. Fundraising is crucial at different stages of organizational development.
2) The main sources of philanthropic funds which come from institutions and individuals globally. Individual giving makes up the majority.
3) Why donors give, which includes believing in the cause, making a difference, spiritual fulfillment, and appreciation for being recognized. When donors don't feel appreciated or informed, attrition increases over time.
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.
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.
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.
The document discusses strategies for nonprofit fundraising in a changing philanthropic landscape. It recommends diversifying fundraising plans, understanding donor motivations, and creating a culture of philanthropy within the organization. It also provides tips for development professionals during economic downturns, such as focusing on the mission, increasing donor contact, and developing a short-term action plan.
The document discusses the importance of establishing a "culture of philanthropy" within an organization in order to consistently meet fundraising goals. It states that this culture means every individual, from janitors to board presidents, understands their role in fundraising and treats donors, clients, and community members with care. It also provides characteristics of organizations that have successfully established this culture, including boards that take responsibility for fundraising and CEOs that communicate the importance of philanthropy.
This document provides fundraising tips and strategies for animal shelters and organizations. It recommends achieving 100% board giving, crafting clear fundraising messages, utilizing various fundraising channels like direct mail and events, developing donor databases and cultivation strategies, and emphasizing donor stewardship. Key performance metrics for different fundraising channels like direct mail, online giving, and events are also presented.
Chris Roush presents "Investigating Nonprofits" in Minneapolis on Oct. 4, 2011 at the Star Tribune during the Reynolds Center's free workshop, "Business Journalism Boot Camp."
For more information about training for business journalists, please visit businessjournalism.org.
Constructing a Diverse Board of DirectorsAnne Yurasek
The document discusses diversity and inclusion on nonprofit boards. It begins by defining diversity as encompassing factors like gender, race, ethnicity, religion and other attributes. It notes the problems with "tokenism" and emphasizes the importance of embracing all forms of difference to best support an organization's mission. Several challenges to diversity on boards are outlined, like network recycling and time commitments. The impact of a lack of diversity can include not identifying with served populations and limited ideas. A framework is presented for creating change, including assessing the current board composition, defining diversity goals, and strategies for recruiting and retaining a diverse board.
The Temple University Chapter of the American Marketing Association presents:
"What is...Fundraising?"
Saturday, April 5, 2008 at the 30th Annual AMA Collegiate Conference in New Orleans, LA
The document provides an agenda for a workshop on online fundraising hosted by Kelly Kurz of GlobalGiving. The agenda covers introductions, an overview of online fundraising and its importance, how to create an organizational identity and market it online, identifying and maximizing networks, and how to join the GlobalGiving platform. Attendees are guided through building an online fundraising campaign and using tools on the GlobalGiving platform.
Masters fundraising 101 acu australian catholic universityWWF-Australia
The document provides an overview of a proposed fundraising day for ACU, covering several topics:
1) Types of non-governmental fundraising methods, including their pros, cons and typical scale.
2) Developing an effective brand and proposition to motivate donors.
3) Budgeting and managing expectations.
4) Examples of effective storytelling from case studies will be discussed and participants will work in groups to analyze fundraising mixes, branding, propositions and storytelling.
This document discusses the importance of nonprofits and philanthropy. It provides statistics on the size and scope of the nonprofit sector in the US and Ohio. The nonprofit sector accounts for over $1.4 trillion in revenue and $2.6 trillion in assets in the US. There are personal and professional benefits to getting involved with nonprofits through board service, including networking opportunities, career development, and fulfillment. The document offers tips for choosing the right board and maximizing one's board experience through workplace and personal strategies.
Southern California Company Announces Call for Entries for the $10,000 Grand ...AuthenticPR
Southern California PR firm Authentic PR is awarding $10,000 in PR services to a Los Angeles or Orange County nonprofit for its 2012 Gift of Hope Award. Due to the tough economic climate, donations to nonprofits are down. Authentic PR wants to help one organization by handling its publicity and marketing for a year so it can apply more donations directly to community needs. Nonprofits should submit applications by January 6th, and the winner will be announced on January 17th.
This document summarizes a capstone project examining how a nonprofit organization's funding has been impacted by changing trends in philanthropy. The Boys & Girls Clubs of Greater Flint has seen a 23% drop in unrestricted funding from 2012-2014 as donors allocate money to trendy issues instead of basic operating needs. While new marketing efforts increased the donor database by 19%, most new donations are restricted. The organization risks losing more funds if it does not observe and adapt to changes in what donors wish to support. A strategic action plan is needed to influence the local philanthropic culture and increase unrestricted giving to core programs.
Hilary Pearson, President of Philanthropic Foundations Canada (PFC) presents on Women and Philanthropy in Canada at CGAP's Female Futures of Philanthropy event.
Understanding Crawl for Cancer's Charity StatusDavid T Ball
Based in Dallas, Texas, David T. Ball is an experienced, high-level Business Management Consultant. Beyond his professional activities, David T. Ball actively supports various philanthropic organizations and events, such as Crawl for Cancer.
Crawl for Cancer (CFC) events consist of pub crawls that raise money for cancer research and patient and family support. All profits from CFC events, which take place in various cities throughout the United States, are donated to CFC-supported charities. Despite the philanthropic nature of the organization, CFC is not an official charity.
Due to the nature of CFC events, which involve recreational drinking at various local establishments, the organization is not eligible for tax-exempt 501(c)(3) status. This means CFC is not funded by donations, nor does it manage any of the charities supported through CFC events.
That said, CFC voluntarily provides annual financial statements to the public in order to maintain complete transparency in regards to fundraising activities, with a guarantee that 100 percent of profits are donated to partner charities. In 2015, for example, the organization generated just over $1 million in gross receipts. After removing operating expenses, taxes, and wages, CFC was able to donate $220,000 while retaining $0 in earnings.
A more complete breakdown of the organization’s for-profit status, and its charitable activities can be found at www.crawlforcancer.org.
The document outlines key concepts for political fundraising including defining different types of donors and prospects, segmentation of fundraising sources, and selecting appropriate fundraising programs. It describes how to segment a campaign's fundraising universe into sources of funding like the campaign committee, opponents' donors, and industry groups. These sources are then divided into source groups of major donor fundraisers, climbers, and base supporters. Different fundraising programs like direct mail, email, and events are recommended to target each source group. The goal is to implement tailored fundraising programs to solicit donations from different segments of the fundraising universe.
Challenging Times Spain English Version 31mar09Daryl Upsall
The document discusses strategies for fundraising during an economic recession based on a presentation by Daryl Upsall and Diana Ruano. It notes that data on the impact of recessions on charitable giving is contradictory. It recommends that charities identify and focus on retaining core donors through tools like telephone communication, while being realistic about donor expectations during difficult economic times.
The Capital Club was established in 1980 as a social organization in Washington, DC and has since become one of the most recognizable social groups in the district. It hosts various annual social events in Washington and uses its nonprofit status to support other charities. One of the charities it actively supports is the Trey Lefler Memorial Scholarship Fund through multiple charity golf tournaments, most recently at the Musket Ridge Golf Club in Maryland in a two-man scramble format.
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.
Chris Roush presents "Investigating Nonprofits" during the four-day, Reynolds Center webinar, "Investigating Private Companies and Nonprofits."
For more information about free training for business journalists, please visit businessjournalism.org.
Learning Outcomes
-Making a case for donor relations in the quest to renew first-time supporters
-Introducing key terms you need to know
-Defining the value of relationship building
-Identifying steps to a strong donor relations program
-Providing names and sources for more information
Grassroots organizations should be owned by the communities they serve through diverse monetary and non-monetary support from community members. While ownership is important, true social change requires addressing the root causes of issues like disenfranchisement and poverty. Fundraising requires understanding the purpose of building relationships rather than just raising money, using effective strategies like diversifying funding sources, and having board members and others help with fundraising asks rather than relying solely on paid staff.
This document provides an overview of fundraising and development for new staff. It defines philanthropy as altruistic concern for human welfare through donations, and development as the process of building organizational capacity and sustainability through relationship building. It notes the size and economic contribution of the not-for-profit sector in Canada. It also outlines the different types of fundraising including annual, capital, and planned giving. Key points are made about who typically donates and the priorities for strategic fundraising at Yonge Street Mission over the next five years.
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.
This document provides fundraising tips and strategies for animal shelters and organizations. It recommends achieving 100% board giving, crafting clear fundraising messages, utilizing various fundraising channels like direct mail and events, developing donor databases and cultivation strategies, and emphasizing donor stewardship. Key performance metrics for different fundraising channels like direct mail, online giving, and events are also presented.
Chris Roush presents "Investigating Nonprofits" in Minneapolis on Oct. 4, 2011 at the Star Tribune during the Reynolds Center's free workshop, "Business Journalism Boot Camp."
For more information about training for business journalists, please visit businessjournalism.org.
Constructing a Diverse Board of DirectorsAnne Yurasek
The document discusses diversity and inclusion on nonprofit boards. It begins by defining diversity as encompassing factors like gender, race, ethnicity, religion and other attributes. It notes the problems with "tokenism" and emphasizes the importance of embracing all forms of difference to best support an organization's mission. Several challenges to diversity on boards are outlined, like network recycling and time commitments. The impact of a lack of diversity can include not identifying with served populations and limited ideas. A framework is presented for creating change, including assessing the current board composition, defining diversity goals, and strategies for recruiting and retaining a diverse board.
The Temple University Chapter of the American Marketing Association presents:
"What is...Fundraising?"
Saturday, April 5, 2008 at the 30th Annual AMA Collegiate Conference in New Orleans, LA
The document provides an agenda for a workshop on online fundraising hosted by Kelly Kurz of GlobalGiving. The agenda covers introductions, an overview of online fundraising and its importance, how to create an organizational identity and market it online, identifying and maximizing networks, and how to join the GlobalGiving platform. Attendees are guided through building an online fundraising campaign and using tools on the GlobalGiving platform.
Masters fundraising 101 acu australian catholic universityWWF-Australia
The document provides an overview of a proposed fundraising day for ACU, covering several topics:
1) Types of non-governmental fundraising methods, including their pros, cons and typical scale.
2) Developing an effective brand and proposition to motivate donors.
3) Budgeting and managing expectations.
4) Examples of effective storytelling from case studies will be discussed and participants will work in groups to analyze fundraising mixes, branding, propositions and storytelling.
This document discusses the importance of nonprofits and philanthropy. It provides statistics on the size and scope of the nonprofit sector in the US and Ohio. The nonprofit sector accounts for over $1.4 trillion in revenue and $2.6 trillion in assets in the US. There are personal and professional benefits to getting involved with nonprofits through board service, including networking opportunities, career development, and fulfillment. The document offers tips for choosing the right board and maximizing one's board experience through workplace and personal strategies.
Southern California Company Announces Call for Entries for the $10,000 Grand ...AuthenticPR
Southern California PR firm Authentic PR is awarding $10,000 in PR services to a Los Angeles or Orange County nonprofit for its 2012 Gift of Hope Award. Due to the tough economic climate, donations to nonprofits are down. Authentic PR wants to help one organization by handling its publicity and marketing for a year so it can apply more donations directly to community needs. Nonprofits should submit applications by January 6th, and the winner will be announced on January 17th.
This document summarizes a capstone project examining how a nonprofit organization's funding has been impacted by changing trends in philanthropy. The Boys & Girls Clubs of Greater Flint has seen a 23% drop in unrestricted funding from 2012-2014 as donors allocate money to trendy issues instead of basic operating needs. While new marketing efforts increased the donor database by 19%, most new donations are restricted. The organization risks losing more funds if it does not observe and adapt to changes in what donors wish to support. A strategic action plan is needed to influence the local philanthropic culture and increase unrestricted giving to core programs.
Hilary Pearson, President of Philanthropic Foundations Canada (PFC) presents on Women and Philanthropy in Canada at CGAP's Female Futures of Philanthropy event.
Understanding Crawl for Cancer's Charity StatusDavid T Ball
Based in Dallas, Texas, David T. Ball is an experienced, high-level Business Management Consultant. Beyond his professional activities, David T. Ball actively supports various philanthropic organizations and events, such as Crawl for Cancer.
Crawl for Cancer (CFC) events consist of pub crawls that raise money for cancer research and patient and family support. All profits from CFC events, which take place in various cities throughout the United States, are donated to CFC-supported charities. Despite the philanthropic nature of the organization, CFC is not an official charity.
Due to the nature of CFC events, which involve recreational drinking at various local establishments, the organization is not eligible for tax-exempt 501(c)(3) status. This means CFC is not funded by donations, nor does it manage any of the charities supported through CFC events.
That said, CFC voluntarily provides annual financial statements to the public in order to maintain complete transparency in regards to fundraising activities, with a guarantee that 100 percent of profits are donated to partner charities. In 2015, for example, the organization generated just over $1 million in gross receipts. After removing operating expenses, taxes, and wages, CFC was able to donate $220,000 while retaining $0 in earnings.
A more complete breakdown of the organization’s for-profit status, and its charitable activities can be found at www.crawlforcancer.org.
The document outlines key concepts for political fundraising including defining different types of donors and prospects, segmentation of fundraising sources, and selecting appropriate fundraising programs. It describes how to segment a campaign's fundraising universe into sources of funding like the campaign committee, opponents' donors, and industry groups. These sources are then divided into source groups of major donor fundraisers, climbers, and base supporters. Different fundraising programs like direct mail, email, and events are recommended to target each source group. The goal is to implement tailored fundraising programs to solicit donations from different segments of the fundraising universe.
Challenging Times Spain English Version 31mar09Daryl Upsall
The document discusses strategies for fundraising during an economic recession based on a presentation by Daryl Upsall and Diana Ruano. It notes that data on the impact of recessions on charitable giving is contradictory. It recommends that charities identify and focus on retaining core donors through tools like telephone communication, while being realistic about donor expectations during difficult economic times.
The Capital Club was established in 1980 as a social organization in Washington, DC and has since become one of the most recognizable social groups in the district. It hosts various annual social events in Washington and uses its nonprofit status to support other charities. One of the charities it actively supports is the Trey Lefler Memorial Scholarship Fund through multiple charity golf tournaments, most recently at the Musket Ridge Golf Club in Maryland in a two-man scramble format.
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.
Chris Roush presents "Investigating Nonprofits" during the four-day, Reynolds Center webinar, "Investigating Private Companies and Nonprofits."
For more information about free training for business journalists, please visit businessjournalism.org.
Learning Outcomes
-Making a case for donor relations in the quest to renew first-time supporters
-Introducing key terms you need to know
-Defining the value of relationship building
-Identifying steps to a strong donor relations program
-Providing names and sources for more information
Grassroots organizations should be owned by the communities they serve through diverse monetary and non-monetary support from community members. While ownership is important, true social change requires addressing the root causes of issues like disenfranchisement and poverty. Fundraising requires understanding the purpose of building relationships rather than just raising money, using effective strategies like diversifying funding sources, and having board members and others help with fundraising asks rather than relying solely on paid staff.
This document provides an overview of fundraising and development for new staff. It defines philanthropy as altruistic concern for human welfare through donations, and development as the process of building organizational capacity and sustainability through relationship building. It notes the size and economic contribution of the not-for-profit sector in Canada. It also outlines the different types of fundraising including annual, capital, and planned giving. Key points are made about who typically donates and the priorities for strategic fundraising at Yonge Street Mission over the next five years.
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 guidance on fund development for charitable organizations. It discusses the importance of having a clear mission and vision, understanding costs, and viewing fundraising from the donor's perspective. Effective fundraising communicates how the organization will fulfill its mission and meet community needs. It also stresses the importance of building relationships with donors and maintaining contact through stewardship.
The document outlines key principles for developing a fundraising strategy, including understanding donor motivations, developing relationships with donors, and utilizing various funding sources such as individuals, trusts/foundations, corporations, and government grants. It discusses fundraising approaches in Ireland and provides an overview of common funding sources and amounts donated annually.
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.
The Community Foundation for Palm Beach and Martin Counties, in partnership with Allegany Franciscan Ministries, conducted the 2nd Annual Nonprofit Survey to gather data regarding the needs in the community, the state of nonprofits and how best funders could be of assistance. Respondents were asked about their current challenges, the impact the economic downturn has had on the services they offer and their most pressing funding needs. Here are results related to Central and Western Palm Beach County.
This document discusses how to mobilize membership bases to raise funds for foundations and charities through grassroots fundraising. It introduces the speaker and his background working in philanthropy. The presentation goals are to educate about grassroots trends fueling fundraising, have attendees think differently about fundraising, and leave enthused. Examples provided include Iron Phi, a Phi Delta Theta program where members complete athletic feats and raise money for ALS, with over $348k raised. The speaker advocates a Greeks for Good program for any organization to engage members in online fundraising with curriculum and tracking of dollars raised.
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.
With agency budgets tightening, helping to fund your work as a communicator is becoming a career survival technique. This workshop will look at where nonprofit resources come from and how to keep them coming to you.
Facilitator Bud Heckman discussed data, trends and techniques for fundraising. Communications and development efforts must be closely aligned, he says. And communications must be seen as an integral part of the agency’s mission, not just a dispensable tool serving it.
Slides from workshop at RCC 2016
The Community Foundation for Palm Beach and Martin Counties, in partnership with Allegany Franciscan Ministries, conducted the 2nd Annual Nonprofit Survey to gather data regarding the needs in the community, the state of nonprofits and how best funders could be of assistance. Respondents were asked about their current challenges, the impact the economic downturn has had on the services they offer and their most pressing funding needs. Here are the overall results. A recording of a webinar that corresponds with this presentation is also available at www.yourcommunityfoundation.org/economy.
The document provides information on finding potential grant funders for nonprofit projects. It summarizes four grants databases available at the Nonprofit & Philanthropy Resource Center: Foundation Directory Online, GrantStation, Philanthropy Northwest Funders Directory, and NOZA Search. These databases contain information on private foundations, corporate giving programs, and government grants. Additional tips are provided on researching funders and preparing competitive grant proposals.
The document provides an overview of major gift fundraising, including:
1) Major gifts make up a small percentage of donations but provide the majority of funds, so cultivating major donors is key.
2) Prospect research is important to identify potential major donors and understand their motivations and capacity to give.
3) Cultivation of major donors is an ongoing process of engagement to build understanding and commitment over time before making an ask.
This document discusses strategies for strengthening fundraising programs, with a focus on securing major gifts from various donor prospects. It begins with historical context on philanthropy in the US. The bulk of the document then provides details on potential donor prospects like entrepreneurs, women, LGBT individuals, minorities, and baby boomers. It outlines commonalities among entrepreneurial donors and challenges they may face. The document concludes with describing the major gifts fundraising process and skills needed for fundraising.
This article provides strategies for effective charitable giving. It recommends targeting donations to a few organizations to have a bigger impact. It also suggests researching charities to find those that use donations efficiently. The article notes various tax rules around charitable donations and advises donating appreciated assets to maximize tax benefits. More sophisticated charitable vehicles like trusts are also described that provide donors control over gifts while getting tax deductions.
Resuscitating Your Budget: Moving Donors to GiveRobert Croft
Recruiting new donors can cost up to 3-10 times more than keeping the donors you have. How do you keep donors loyal to your cause and get them to give even more? How many times should you ask donors to give? What are the reasons donors stop giving? Join us as we address these questions and more!
The document discusses best practices for constituent management in nonprofits. It recommends treating every donor like a major donor by listening to what they care about, making their experience convenient, and inspiring their support. Specific tips include asking donors about their interests, offering personalized online access, enabling donors to track their donations, and encouraging donors to spread the word. The presentation also provides examples of how organizations can integrate different tools and improve data management practices to better engage constituents.
Similar to Cramer & associates cpa presentation characteristics of a successful not for profit june 2010 (20)
3. Today’s Agenda Non-Profits & How They Work Non-Profit Trends & Traits Understanding Governance Resources Service & Volunteer Considerations--Benefits
4. Types of Not-for-Profits Not-for-Profits are not all Charitable A NFP is: An organization that does not distribute its surplus to owners or shareholders; but uses them to help pursue its goals Organized under Section 501(c) of the IRC 26 Types Exempt from some types of federal income taxes
5. Types of Not-for-Profits Trade Associations – OSCPA Charities – Canine Companions Foundation – Ohio State Bar Association Foundation Fraternal – Fraternal Order of Eagles Arts Organizations – Columbus Museum of Art Civic League – League of Women Voters
6. The Non-Profit Spectrum Small Social Service Agency Bill & Melinda Gates Foundation Arts & Culture Organizations Universities Hospitals Historical Societies Museums Churches Libraries Service Clubs Trade Associations
7. A Look Back at the Decade 2000 2008 2009 2010 Funding levels improve. Donor interests are reset and new patterns of communication, participation and funding are emerging. Traditional donor fundraising. Giving is strong on all levels – annual, capital and planned. Organizations independently engage issues and donors. Financial Crisis. Fundraising is focused on basic human needs. Giving is more localized. Only the strongest of cases were supported.
8. Giving USA: The Numbers 2008 Contributions: $307.65 billion by source of contributions ($ in billions – All figures are rounded) Bequests $22.66 7% Foundations $41.21 13% Corporations $14.50 5% Individuals $229.28 75%
9. 2008 Contributions: $307.65 Billion Type of Recipient Organization Source: Giving USA 2009 - Giving USA Foundation All Figures Are Rounded. Total May Not Be 100%
12. Today’s Environment Highly competitive - organizations can not afford mistakes or mixed messages Duplication of services no longer tolerated – donors expect collaboration and partnerships Entrepreneurial/earned income strategies most successful – funding to help generate new revenue for the organization to become more self sustaining
13. Today’s Environment Transparency and Accountability Cost Accounting Donors want to know where their money is going Donors increasingly want to fund specific initiatives Restricted and Unrestricted Funds Allocating General Costs
14. Today’s Environment 990 Enhancements Public information on salaries, policies, etc. has caused some heartburn Since the information is reported both calendar and fiscal year in places; questions arise: “I didn’t think we paid ‘him/her’ $xx,xxx”! Spousal travel and other perks sensitivities New disclosures make it mandatory that a point-person be capable of fielding questions about 990 data Form 990 information will receive heightened attention
15. The Competitive Environment Cure Cancer Save the Environment Girl Scout Cookies Disaster Assistance Grant a Wish Rescue Puppies Send a kid to camp Historical Society Parks & Recreation Performing Arts Hospital Support your University Eternal Salvation PTO & Booster Clubs
16. Non Profit Roles Executive Director (most important!) Development Director Board of Directors Advisory Council Other Paid Development Staff Paid Staff in Non-Development Roles Other Volunteers Outside Contractors and Consultants
17. Successful Traits Strong Charismatic Leader Small organization leaders must wear several hats Large organizations – visionary, strong manager Board Leadership Sometimes boards are well-intentioned but not effective Effective Boards have defined job descriptions with term limits
18. Successful Traits Development Office (think like a for-profit) This person must be able to wear many hats Has to be comfortable with people and asking for money They have to believe in the organization They have the highest turnover rate due to burn out, lack of passion for the organization, often follow money rather than cause Longevity helps
19. Successful Traits Focused and Clear Mission Do one thing and do it well Diversifying sometimes leads to losing sight of the mission. Over 500,000 NEW not-for-profits have been established since 2000. The Columbus and Cleveland Foundations have encouraged similar NFPs to merge New Forms of Communication
24. Resources Guidestar www2.guidestar.org Free online resource to capture 990 Paid subscription gives access to more information but data is generally available on not-for-profit’s website Foundation Center Online Fconline.foundationcenter.org Paid subscription only US Public Foundations Mission, Grants information, Board Members
25. Resources Association of Fundraising Professionals www.afpnet.org Fundraising and philanthropic trends Fundraising News Chronicle of Philanthropy Philanthropy.com Pulse of philanthropic giving worldwide Expanded content for subscribers Discounted online subscription
26. Resources The Center of Philanthropy @ IUPUI www.philanthropy.iupui.edu Research institution on philanthropy Blogs Some recommendations: www.futurefundraisingnow.com (Jeff Brooks) www.burksblog.com (Penelope Burk)
We thought that we would start first with Introductions . . . Then we’d like to know a bit about our audience—1) Do you have existing NFP Clients? Do you Volunteer for a NFP? How about sit on a Board of a NFP? Been asked by a client to give to an NFP? A finally how many of you have given to an NFP?
Here is the agenda for today.
Not all entities under IRS Section 501(c) are charitable. In fact there are 26 types of 501(c) entities. 501(c)(3) are Charitable,
You can see the variety of not-for-profits and the variety of causes or missions they serve
Back at the beginning of the decade, things were simple, the donor gift table was a nice predictable pyramid of gifts. Then in 2008 things changed, people were no longer as concerned with the rainforest, football stadiums or opera programming – what little money that was given stayed very close to home – the good news for you is that basic human needs were suddenly in the forefront – food and shelter were priorities. Even for annual campaigns, only organizations that could make a very compelling case for support saw little or no dip in fundingNow in 2010 it’s a new day with different rules – creativity, sincerity, passion and hard work count for more than anything else – Wall Street has become stable and assets are back to pre-2008 levels, but Main Street is not as forthcoming. The businesses and families that provide the larger gifts in our communities are much more conservative and less trusting. They engage us differently, they want different results and their forms of giving are often now how we expect. Corporations are loaning executives to organizations, rather than give to our events, they will print our brochures for free. This makes us think smarter and ultimately will be healthier for us all in the long run.
Organizations can not afford mistakes or mixed messages With competition much stronger, you can not afford to make any mistakes with your numbers, your programs or staff. When I was in your shoes, it was an era that I could make mistakes and learn on the job. Not Now.It takes a long time and a lot of work to build up a strong brand and reputation. If a negative situation occurs, be as open and honest with you donors as possible. Duplication of services no longer tolerated – donors expect collaboration and partnerships – learn best practicesThis is an area that we in the non-profit sector lag behind from the for-profit sector. Donors are wanting to see greater cooperation and partnering in the non-profit sector. They are using their funding to push and often force groups to work closer together. Be proactive with your relationships and each other. Donors like to feel that their funds are going farther and doing more.Entrepreneurial strategies most successful – funding to help generate new revenue for the organization to become more self sustainingThis is a real hot button with many large donors. Recently we heard the Columbus Foundation praising a local furniture bank for presenting them with a funding opportunity that will ultimately bring the organization income. Jim Stein, . . .
As we mentioned earlier, competition has become increasingly challenging so it is important to understand who you are up against. These are examples of the day in day out requests that we all get. Where do you fit in? How can you set yourself apart? What do you do that would make a donor choose to give to you in addition or instead of one of these?
More important than anyone is the E.D., CEO. Donors must have trust in this person and the direction the organization is going.
Longevity helps with understanding the culture, knowing Board Members well. Mike—perhaps share “bad” and “good” examples
Mike---
Twitter is a very powerful information sharing tool that is a great way to reach a large group of people. This person who has a wide variety of interests is based in the Vancouver area. She mentioned an article about the Vancouver homeless shelter. This person has about 5,000 people following her. So her little clip and link to a news story reached a huge number of people. You should also consider this just one part of your overall communications strategy. How many of you are on Twitter?How many of you plan on doing so?
Facebook is a powerful and very cost effective way to communicate and reach new people – however – it should only be one form of your entire communication plan – it shouldn’t replace your personal connections and it requires time and work to be successful. How many of you have a personalFacebook page?How many of your organizations have a Facebook page?This is Fredericton Homeless Shelter’s facebook page, it is in Canada just over the border from Maine. They have done a good job of providing relevant information, however it needs more human interest elements to keep people engaged – there are no photos, videos, or discussions. But it has 59 members who can be sent a direct, free communication.
Yet another way to effectively tell your story is through the creation of a video or presentation for YouTube. This video (on the left) is about homelessness in Youngstown and the video on the right is about a ”9, 10, and 11 year old investors/philanthropist tell what its like to feed in homeless in downtown Cleveland”