Establishing Your Peer-to-Peer Portfolio in a Connected WorldJori Taylor
An overview of the history of online peer-to-peer (P2P) fundraising; today and some data; thought leadership; how to “improve and expand” your P2P program.
1. Market research helps non-profits understand their constituents, effectively target marketing and fundraising, anticipate issues, clarify strategy and branding, and gain a competitive advantage.
2. The research process involves understanding why research is needed, designing the method, conducting primary and secondary research, analyzing and interpreting data, and championing recommendations.
3. A case study showed this process helped a museum increase membership 20% by changing exhibits and events based on insights from research.
Community and Stakeholder Relations - Event Perspectives SeriesChris Austin MSc MCIM
26 November 2014 - Presentation to MSc International Events Management programme on stakeholder definitions, groups, stakeholder analysis/mapping, engagement with stakeholder and community groups in relation to events.
Organizations greatest fundraising challenge is retaining and cultivating new donors. In 2010 crowd sourcing social good hit unprecedented levels and grassroots activism has proven a viable method for not only raising funds, but also building a community and spreading awareness for your nonprofit. Grassroots fundraising allows your organization to let go of the reigns and empower passionate supporters to raise more money than they ever thought possible for your cause.
We’ll be looking at organizations and individuals who have run successful grassroots fundraisers, for example a gal who raised over $120,000 with a personal paddleboard event that drew media attention.
Webinar Outline: In this 1-hour webinar we’ll teach you the fundamentals of running a successful grassroots fundraiser and show you examples and the numbers to back it up. We’ll also provide the essential tools to get your organization started, including how to set goals, create a plan, gather a support team, communicate your vision, and execute.
What You’ll Learn:
• What is Grassroots fundraising? And why should you do it?
• What are the essential tools needed to run a successful fundraiser?
• How to develop a creative grassroots fundraiser
• Ways to engage your donors, volunteers and board
• How to incorporate grassroots fundraising into your overall fundraising goals
Guest Presenter: Laura Reino, FirstGiving - As a Sr. Sales Consultant at FirstGiving, Laura works with nonprofits to help them exceed their fundraising goals. By demonstrating how organizations can leverage technology and social media to not only raise more funds, but also build awareness and support, Laura helps nonprofits broaden their traditional ideas of fundraising to make them more successful and sustainable for the future.
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.
Get more out of 990 data with Financial SCANGuideStar
This document introduces Financial SCAN, a data platform that assesses nonprofit financial health by drawing data from IRS Form 990. It is used by nonprofit organizations, grantmakers, donors, and advisors to make more informed decisions. The document provides an overview of Financial SCAN's features and benefits. It also shares the story of one user, the Children's Trust of South Carolina, who used Financial SCAN to compare their financial metrics to peers and inform strategic planning and board discussions. Other nonprofits report using Financial SCAN to engage stakeholders, benchmark performance, and support budgeting and financial storytelling.
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.
Power of Community in Strategic PlanningBloomerang
https://bloomerang.co/resources/webinars/
Community engagement, though at times unwieldy and time-consuming, is critical to truly propel all variables towards a common goal. Julie Ha Truong will outline best practices in community engagement in planning.
Establishing Your Peer-to-Peer Portfolio in a Connected WorldJori Taylor
An overview of the history of online peer-to-peer (P2P) fundraising; today and some data; thought leadership; how to “improve and expand” your P2P program.
1. Market research helps non-profits understand their constituents, effectively target marketing and fundraising, anticipate issues, clarify strategy and branding, and gain a competitive advantage.
2. The research process involves understanding why research is needed, designing the method, conducting primary and secondary research, analyzing and interpreting data, and championing recommendations.
3. A case study showed this process helped a museum increase membership 20% by changing exhibits and events based on insights from research.
Community and Stakeholder Relations - Event Perspectives SeriesChris Austin MSc MCIM
26 November 2014 - Presentation to MSc International Events Management programme on stakeholder definitions, groups, stakeholder analysis/mapping, engagement with stakeholder and community groups in relation to events.
Organizations greatest fundraising challenge is retaining and cultivating new donors. In 2010 crowd sourcing social good hit unprecedented levels and grassroots activism has proven a viable method for not only raising funds, but also building a community and spreading awareness for your nonprofit. Grassroots fundraising allows your organization to let go of the reigns and empower passionate supporters to raise more money than they ever thought possible for your cause.
We’ll be looking at organizations and individuals who have run successful grassroots fundraisers, for example a gal who raised over $120,000 with a personal paddleboard event that drew media attention.
Webinar Outline: In this 1-hour webinar we’ll teach you the fundamentals of running a successful grassroots fundraiser and show you examples and the numbers to back it up. We’ll also provide the essential tools to get your organization started, including how to set goals, create a plan, gather a support team, communicate your vision, and execute.
What You’ll Learn:
• What is Grassroots fundraising? And why should you do it?
• What are the essential tools needed to run a successful fundraiser?
• How to develop a creative grassroots fundraiser
• Ways to engage your donors, volunteers and board
• How to incorporate grassroots fundraising into your overall fundraising goals
Guest Presenter: Laura Reino, FirstGiving - As a Sr. Sales Consultant at FirstGiving, Laura works with nonprofits to help them exceed their fundraising goals. By demonstrating how organizations can leverage technology and social media to not only raise more funds, but also build awareness and support, Laura helps nonprofits broaden their traditional ideas of fundraising to make them more successful and sustainable for the future.
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.
Get more out of 990 data with Financial SCANGuideStar
This document introduces Financial SCAN, a data platform that assesses nonprofit financial health by drawing data from IRS Form 990. It is used by nonprofit organizations, grantmakers, donors, and advisors to make more informed decisions. The document provides an overview of Financial SCAN's features and benefits. It also shares the story of one user, the Children's Trust of South Carolina, who used Financial SCAN to compare their financial metrics to peers and inform strategic planning and board discussions. Other nonprofits report using Financial SCAN to engage stakeholders, benchmark performance, and support budgeting and financial storytelling.
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.
Power of Community in Strategic PlanningBloomerang
https://bloomerang.co/resources/webinars/
Community engagement, though at times unwieldy and time-consuming, is critical to truly propel all variables towards a common goal. Julie Ha Truong will outline best practices in community engagement in planning.
Vivanista young professionals webinar tweetchatVivanista
This document discusses how to cultivate young professionals as donors. It explains that young professionals join organizations for social, cause-related, and networking reasons. To start a young professional group, you identify an influencer, develop an advisory board, and hold membership drives and fundraising events. Young professionals progress through stages as they get older - from followers to influencers to benefactors. Pricing for events is lower for younger professionals. The document provides tips on motivating donations through events, friend involvement, and membership benefits.
Building a Better Grants Strategy Post-COVIDBloomerang
https://bloomerang.co/resources/webinars/
Whether you are new to grants, and re-evaluating how your organization seeks out grant funding, Rachel Wener will go through what you need to know to become more grant ready.
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.
East Africa Workshop Presentation 2015GlobalGiving
The document provides an agenda and overview for a workshop on online fundraising and joining the GlobalGiving platform. It introduces the presenter and discusses what online fundraising is, how to create an identity and market an organization, leverage networks, and the application process for joining GlobalGiving. GlobalGiving is an online crowdfunding platform that provides tools and resources for nonprofits to fundraise online and has supported over 6000 organizations through online donations.
Young Professionals and Junior Boards: Beyond the Kid’s Table to Meaningful E...Bloomerang
https://bloomerang.co/resources/webinars/
As young professionals who have served both as members and staff managers of these groups, Sarah Willey and Corinne Austin will lead you through the research on Next Gen supporters, challenges to anticipate, and steps your organization can take to start a new young friends board from scratch OR to maximize the potential of your existing group.
Social Good Strategies is a philanthropy advising firm that helps successful individuals and companies strategically plan their philanthropic activities. The firm's founder, Kate Azar, has 10 years of experience working with high-profile clients to advance social causes through communications, fundraising, and other services. Social Good Strategies develops personalized philanthropic strategies for its clients by exploring their interests and values, researching relevant issues and organizations, and ensuring their donations have impact.
Ace webinar key trends in the nonprofit sectorNationalACE
The document discusses key trends in the nonprofit sector based on a presentation by Bank of America and U.S. Trust Philanthropic Solutions. It notes that demand for nonprofit services is growing while resources are limited. Donors are becoming more strategic in their giving and expect measurable impact. Nonprofits are also facing increased expectations for accountability, transparency, and investment performance. Collaboration and partnerships between nonprofits are emerging as important strategies.
Managing Major Gifts Using Moves Management4Good.org
This document discusses managing major gifts through moves management. It defines moves management as a system to build donor relationships by moving prospects through engagement stages to become passionate donors. It outlines the stages as identification, research, strategy, cultivation, solicitation, negotiation, and stewardship. Effective tracking of donor moves and setting goals to transition donors between stages are keys to success. Measuring fundraising metrics like solicitations, dollars raised, and engaged donors indicates progress. Tailoring communications and programs to donor motivations through research helps transform prospects into donors in a donor-centered approach.
7 steps to NGO/Charity/Non-profit Sustainability and Growthleverage-george
This document outlines 7 steps for NGO sustainability, including developing a strategy, building an engaged community, using social media effectively, running fundraising campaigns, integrating online and offline promotion, creating a social enterprise, and developing partnerships. It emphasizes the importance of strategy before implementation. The author offers additional resources like an action plan workbook and seminar to help organizations implement the 7 steps to sustainability through community engagement, social media usage, fundraising, and creating revenue streams.
This document discusses frameworks for planned giving for nonprofit organizations. It outlines six phases of a planned giving program: feasibility, preparation, marketing, cultivation, acquisition, and stewardship. It then discusses identifying, cultivating, and soliciting donors through building relationships using various communication channels. Finally, it provides an outline of different planned giving options like bequests, charitable trusts, and gifts of property and discusses the importance of planned gifts for a successful fundraising pyramid.
Measure of Success: Creating Tools and Process to Report ImpactBloomerang
https://bloomerang.co/resources/webinars/
Marie Palacios will explain what donors want to know, why it is crucial, and how to share your past achievements, so donors contribute to your future goals.
Fundraising Crash Course by Jeanne Minnicks surveys the strategies, goals, and relationships necessary for a successful development department.
For a Follow Up Whitepaper, Visit:
http://go.donorpro.com/5-modern-fundraising-strategies-nuture-prospects
CEOs and boards of non-profit organisations can add great value to the fundraising process but many are unsure what their role is and how to get started.
These slides which follow show some of the messages we use in our seminars with CEOs and Boards.
The New Model of Moves Management for Effective FundraisingOrankashaw
Moves management focuses on using targeted efforts to shift influential donors from passive, one-time contributors to active members participants in the organization.
Developed by David Dunlop of Cornell University, he describes Moves Management as, "changing people's attitudes so they want to give."
Learn more about how non-profit organizations and charities can nurture long-term relationships with their key influencers by viewing the slideshow or visiting http://fundraising.avectra.com/solutions/moves-management.php.
This document summarizes an agenda for a workshop on strategic philanthropy. The workshop covers donor profiling, evaluating charities, creating a giving portfolio, and aligning investments with philanthropic goals. It includes discussions, activities and case studies to help participants think about their philanthropic vision and legacy, understand impactful giving approaches, and develop a charitable giving plan. The goal is to help participants use philanthropy as a tool to achieve their vision for the kind of society they want to see.
This document summarizes a presentation on moves management best practices. The presentation provided an overview of establishing a formal moves management process with five key steps. It discussed tracking various moves strategies in a CRM system and emphasizing a donor-centric approach. Common challenges with moves management like employee turnover and competing priorities were also examined. The presenters believe that quality moves require balancing the human relationship with measurable goals. They provided examples of CRM dashboards and scorecards to track move quality and success over time in a way that respects donors.
Major Gift Fundraising for Small Shops w/ Jay LoveBloomerang
https://bloomerang.co/resources/speaking/
Major gift philanthropy plays a highly significant role in the nonprofit sector worldwide. But what are the indicators small shops should focus on for the long-term health of their major gifts program?
In this session, we will dive into the groundbreaking research on major gift fundraising conducted by Adrian Sargeant PhD – Professor of Fundraising and Director at the Centre for Sustainable Philanthropy Plymouth Business School – and leading fundraising expert Amy Eisenstein, ACFRE.
This research contains survey data collected from hundreds of nonprofits, and illuminates their experience with major gifts. No matter the size of your organization, you will come away with additional insights.
Learning Outcomes:
- Discover how your major gift efforts compare with other nonprofits
- Learn the critical success factors that lead to major gift success
- Uncover 10 key recommendations for how revenue from major gift donors might best be developed
Maximize Your Database for Fundraising Success (AFP Cincy - Jan 2020)Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
SWOT's Up? How to Do a Strategic Self-Audit of Nonprofit Strengths & WeaknessesBloomerang
https://bloomerang.co/resources/webinars/
A SWOT analysis takes a structured approach that looks at where you are and where you’re headed, based on discernible internal and external factors. Claire Axelrad, J.D., CFRE will share useful guidelines and exercises you can take back to your team.
Philanthropedia provides custom nonprofit research services through GuideStar. Their research process identifies high-impact nonprofits in causes selected by the client. Experts in the fields are surveyed and their reviews are analyzed to identify 10-20 standout nonprofits per cause. Detailed reports also provide analysis of the nonprofits' impact, strengths, and opportunities for improvement. The research is intended to help clients and donors direct funds more effectively to causes that are making a positive difference. Pricing starts at $20,000 for research on 2 causes. Past clients like Minnesota Philanthropy Partners have used the research successfully for donor education.
Vivanista young professionals webinar tweetchatVivanista
This document discusses how to cultivate young professionals as donors. It explains that young professionals join organizations for social, cause-related, and networking reasons. To start a young professional group, you identify an influencer, develop an advisory board, and hold membership drives and fundraising events. Young professionals progress through stages as they get older - from followers to influencers to benefactors. Pricing for events is lower for younger professionals. The document provides tips on motivating donations through events, friend involvement, and membership benefits.
Building a Better Grants Strategy Post-COVIDBloomerang
https://bloomerang.co/resources/webinars/
Whether you are new to grants, and re-evaluating how your organization seeks out grant funding, Rachel Wener will go through what you need to know to become more grant ready.
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.
East Africa Workshop Presentation 2015GlobalGiving
The document provides an agenda and overview for a workshop on online fundraising and joining the GlobalGiving platform. It introduces the presenter and discusses what online fundraising is, how to create an identity and market an organization, leverage networks, and the application process for joining GlobalGiving. GlobalGiving is an online crowdfunding platform that provides tools and resources for nonprofits to fundraise online and has supported over 6000 organizations through online donations.
Young Professionals and Junior Boards: Beyond the Kid’s Table to Meaningful E...Bloomerang
https://bloomerang.co/resources/webinars/
As young professionals who have served both as members and staff managers of these groups, Sarah Willey and Corinne Austin will lead you through the research on Next Gen supporters, challenges to anticipate, and steps your organization can take to start a new young friends board from scratch OR to maximize the potential of your existing group.
Social Good Strategies is a philanthropy advising firm that helps successful individuals and companies strategically plan their philanthropic activities. The firm's founder, Kate Azar, has 10 years of experience working with high-profile clients to advance social causes through communications, fundraising, and other services. Social Good Strategies develops personalized philanthropic strategies for its clients by exploring their interests and values, researching relevant issues and organizations, and ensuring their donations have impact.
Ace webinar key trends in the nonprofit sectorNationalACE
The document discusses key trends in the nonprofit sector based on a presentation by Bank of America and U.S. Trust Philanthropic Solutions. It notes that demand for nonprofit services is growing while resources are limited. Donors are becoming more strategic in their giving and expect measurable impact. Nonprofits are also facing increased expectations for accountability, transparency, and investment performance. Collaboration and partnerships between nonprofits are emerging as important strategies.
Managing Major Gifts Using Moves Management4Good.org
This document discusses managing major gifts through moves management. It defines moves management as a system to build donor relationships by moving prospects through engagement stages to become passionate donors. It outlines the stages as identification, research, strategy, cultivation, solicitation, negotiation, and stewardship. Effective tracking of donor moves and setting goals to transition donors between stages are keys to success. Measuring fundraising metrics like solicitations, dollars raised, and engaged donors indicates progress. Tailoring communications and programs to donor motivations through research helps transform prospects into donors in a donor-centered approach.
7 steps to NGO/Charity/Non-profit Sustainability and Growthleverage-george
This document outlines 7 steps for NGO sustainability, including developing a strategy, building an engaged community, using social media effectively, running fundraising campaigns, integrating online and offline promotion, creating a social enterprise, and developing partnerships. It emphasizes the importance of strategy before implementation. The author offers additional resources like an action plan workbook and seminar to help organizations implement the 7 steps to sustainability through community engagement, social media usage, fundraising, and creating revenue streams.
This document discusses frameworks for planned giving for nonprofit organizations. It outlines six phases of a planned giving program: feasibility, preparation, marketing, cultivation, acquisition, and stewardship. It then discusses identifying, cultivating, and soliciting donors through building relationships using various communication channels. Finally, it provides an outline of different planned giving options like bequests, charitable trusts, and gifts of property and discusses the importance of planned gifts for a successful fundraising pyramid.
Measure of Success: Creating Tools and Process to Report ImpactBloomerang
https://bloomerang.co/resources/webinars/
Marie Palacios will explain what donors want to know, why it is crucial, and how to share your past achievements, so donors contribute to your future goals.
Fundraising Crash Course by Jeanne Minnicks surveys the strategies, goals, and relationships necessary for a successful development department.
For a Follow Up Whitepaper, Visit:
http://go.donorpro.com/5-modern-fundraising-strategies-nuture-prospects
CEOs and boards of non-profit organisations can add great value to the fundraising process but many are unsure what their role is and how to get started.
These slides which follow show some of the messages we use in our seminars with CEOs and Boards.
The New Model of Moves Management for Effective FundraisingOrankashaw
Moves management focuses on using targeted efforts to shift influential donors from passive, one-time contributors to active members participants in the organization.
Developed by David Dunlop of Cornell University, he describes Moves Management as, "changing people's attitudes so they want to give."
Learn more about how non-profit organizations and charities can nurture long-term relationships with their key influencers by viewing the slideshow or visiting http://fundraising.avectra.com/solutions/moves-management.php.
This document summarizes an agenda for a workshop on strategic philanthropy. The workshop covers donor profiling, evaluating charities, creating a giving portfolio, and aligning investments with philanthropic goals. It includes discussions, activities and case studies to help participants think about their philanthropic vision and legacy, understand impactful giving approaches, and develop a charitable giving plan. The goal is to help participants use philanthropy as a tool to achieve their vision for the kind of society they want to see.
This document summarizes a presentation on moves management best practices. The presentation provided an overview of establishing a formal moves management process with five key steps. It discussed tracking various moves strategies in a CRM system and emphasizing a donor-centric approach. Common challenges with moves management like employee turnover and competing priorities were also examined. The presenters believe that quality moves require balancing the human relationship with measurable goals. They provided examples of CRM dashboards and scorecards to track move quality and success over time in a way that respects donors.
Major Gift Fundraising for Small Shops w/ Jay LoveBloomerang
https://bloomerang.co/resources/speaking/
Major gift philanthropy plays a highly significant role in the nonprofit sector worldwide. But what are the indicators small shops should focus on for the long-term health of their major gifts program?
In this session, we will dive into the groundbreaking research on major gift fundraising conducted by Adrian Sargeant PhD – Professor of Fundraising and Director at the Centre for Sustainable Philanthropy Plymouth Business School – and leading fundraising expert Amy Eisenstein, ACFRE.
This research contains survey data collected from hundreds of nonprofits, and illuminates their experience with major gifts. No matter the size of your organization, you will come away with additional insights.
Learning Outcomes:
- Discover how your major gift efforts compare with other nonprofits
- Learn the critical success factors that lead to major gift success
- Uncover 10 key recommendations for how revenue from major gift donors might best be developed
Maximize Your Database for Fundraising Success (AFP Cincy - Jan 2020)Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
SWOT's Up? How to Do a Strategic Self-Audit of Nonprofit Strengths & WeaknessesBloomerang
https://bloomerang.co/resources/webinars/
A SWOT analysis takes a structured approach that looks at where you are and where you’re headed, based on discernible internal and external factors. Claire Axelrad, J.D., CFRE will share useful guidelines and exercises you can take back to your team.
Philanthropedia provides custom nonprofit research services through GuideStar. Their research process identifies high-impact nonprofits in causes selected by the client. Experts in the fields are surveyed and their reviews are analyzed to identify 10-20 standout nonprofits per cause. Detailed reports also provide analysis of the nonprofits' impact, strengths, and opportunities for improvement. The research is intended to help clients and donors direct funds more effectively to causes that are making a positive difference. Pricing starts at $20,000 for research on 2 causes. Past clients like Minnesota Philanthropy Partners have used the research successfully for donor education.
This document provides guidance on how to improve fundraising from trusts by using data more effectively. It discusses establishing a strong case for support by understanding your organization's history and impact. It also reviews current trust research resources and common challenges in using them. Breakout sessions discuss how open data could help grant seekers and funders by providing a more complete picture of funding trends and opportunities. The document promotes open data standards to increase transparency and connectivity across the philanthropic sector.
This document discusses funding models for telecenters and social enterprises. It outlines three phases for building knowledge, finding solutions and partnerships, and planning for innovation, technology and sustainability. It then discusses trends in resource mobilization, including some funding sources like philanthropy, social investment, and impact investing. It also covers understanding donor types and challenges for NGOs. Finally, it proposes some opportunities for telecenters in areas like inclusive models, improving impact evidence, and collaborative work.
The document discusses the importance of non-profits measuring their social impact and fundraising effectiveness. It notes that measurement is directly linked to fundraising success as donors, funders, and online rating systems increasingly demand evidence of impact. The workshop will explore basics of measuring results, influential online rating systems, what social investors look for, and practical steps for preparation. Non-profits are encouraged to measure what they aim to accomplish, evaluate results, and learn from data to improve impact and fundraising.
After making the successful Ask the "The Artful Journey" begins as William T. Sturtevant says and the donor relationship begins.This is stressed in this teaching module and we delve into the mind and heart of donors from a corporate,foundation and personal donors perspective which was accomplished through a live panel discussion that followed the slides.
Charity Navigator Masterclass: Culture & Community BeaconOnBoard
This document summarizes a Charity Navigator masterclass session on understanding the Culture and Community beacon. It provides an overview of how Charity Navigator evaluates an organization's culture, community engagement, equity and feedback practices. Studies are presented showing the importance of these factors to donors and nonprofit effectiveness. The beacon criteria around how organizations listen to constituents, commit to equity and diversity are explained. The importance of the Culture and Community beacon in providing a holistic evaluation and informing donor decisions is highlighted. Participants are invited to ask questions in a Q&A session.
Strategies to enhance research impact: Six lessonsODI_Webmaster
John Young's presentation at the GDN workshop on 'Maximizing the Impact of Agricultural Research in Africa' held in Addis Ababa, Ethiopia in October 2008. In his talk, he reviews and expands upon the six lessons that ODI's RAPID programme has learned about helping research inform policy and practice.
Join Linda Lysakowski and Jay Love of Bloomerang for a discussion about capital campaigns. Linda will give you an overview of when a campaign is most appropriate, and how to ensure that it is successful.
A strong grants program can be the key to a sustainable nonprofit organization. Grants are the funding of many organization's operating expenses and special programs, allowing donors to donate to funds that are critical to the expansion of your mission. So how does your organization find, and keep, these types of grants? Cindy Adams, CEO of GrantStation.com joins Jeffrey Sobers, Senior Product Marketing Manager for Blackbaud's Financial Solutions to discuss how you can create a strong grants program at your nonprofit. This discussion will include recent trends from GrantStation's State of Grantseeking Survey, tips to writing award winning proposals, and how to leverage GrantStation and The Financial Edge to develop a strong grants program.
Accessing, sharing and using development research information: The role of in...Euforic Services
1. The document discusses the role of intermediaries in facilitating access, sharing, and use of development research information.
2. It uses the analogy of a fruit supply chain to illustrate how intermediaries can play various roles in connecting research producers and intended consumers, such as policymakers.
3. An emerging group called the I-K-Mediaries Working Group aims to improve usage of research findings for development by strengthening connections between different information and knowledge intermediary organizations.
The document discusses various approaches to measuring the value and impact of public engagement activities. It presents examples of evidence that could demonstrate engagement's influence, such as changes in policy, practice or communities. Methods are described, like outcome mapping, case studies and social network analysis, that can evaluate engagement's role in the policy process. The importance of learning during and after projects is emphasized.
Group 4 ERI Turkey presentation March 2010 nf v4.0Nicola Franklin
ERI is a Turkish think tank that aims to improve education policy through research and projects. The team analyzed ERI's funding model, stakeholder management, and relationship with Sabanci University to develop recommendations. They suggest that ERI (1) focus on building long-term donor relationships to transition from transactional funding, (2) better communicate its value to stakeholders like potential donors and manage staff needs, and (3) define its strategy before assessing the alignment with Sabanci University.
NPC believes that the effective use of evidence increases charities’ positive impact. But this potential is unrealised because good practices and systems are lacking. Here we set out what it looks like to use evidence effectively and suggest ways to achieve it.
Weekend in Boca VII - Lindsay J.K. Nichols - “21st Century Information Scaffo...OfficeDepotFoundation
Presentation by Lindsay J.K. Nichols, Marketing and Communications Team Senior Director, GuideStar USA, at the 2014 Office Depot Foundation Weekend in Boca Civil Society Leadership Symposium
How can stronger information systems support innovation in the nonprofit sector? Lindsay J.K. Nichols will highlight the data we have at our fingertips and the challenge of making it meaningful. She will also discuss the basic building blocks that facilitate better access to and understanding of nonprofit data — and how a nonprofit can use its own data to better connect with supporters and the philanthropy community at large.
Lindsay Nichols - 21st Century Information Scaffolding for Social Changeitjkg
The document discusses how stronger information systems can support innovation in the nonprofit sector. It outlines the types of data available about organizations, resources, interventions, and issues. It also describes the basic building blocks like the GuideStar Exchange that facilitate access to and understanding of nonprofit data. Finally, it discusses how nonprofits can use their own organizational data to better connect with supporters.
Trends, Mechanism, and Investors for Resource Mobilization tistalks
This document discusses trends in funding innovation and telecentres as social enterprises. It covers three phases: building knowledge, finding solutions and partners, and planning for innovation, technology, and sustainability. It examines funding sources like philanthropy, social investment, and impact investing. It also discusses challenges for NGOs and opportunities for telecentres, including improving evidence of success, focusing on multi-stakeholder initiatives, and developing services with real demand. New models for telecentres as social enterprises are proposed, like living labs, youth innovation centers, and accelerators of talents.
5 things you can do to improve your Fundraiser. Constant Contact Event Marketing and BiddingForGood team up to help you maximize your fundraising impact and supercharge your event with 5 simple steps.
Similar to GuideStar Webinar (09/20/12) – Philanthropedia Custom Research for Foundations (20)
This document provides information about how to prepare for #GivingTuesday, which is described as the most important fundraising day of the year. It outlines an agenda for a webinar on #GivingTuesday that will discuss joining the movement, maximizing impact through match gifts, fundraising on Facebook, and answering questions. Additional sections promote the benefits of an organization's GuideStar profile and share polling questions about experience with and planning for #GivingTuesday.
This document provides information on using Facebook tools to connect with donors and raise funds for charitable causes. It discusses overall charitable giving statistics in the US and Facebook's large user base. It then summarizes several Facebook fundraising and awareness tools like donate buttons, fundraisers, paid ads, Facebook Live, and #MyGivingStory campaigns. Specific examples are given of nonprofits that successfully used these tools to generate donations, go viral, and increase returns on ad spend. The webinar aims to help nonprofits better utilize Facebook for philanthropic purposes.
GuideStar held its quarterly Impact Call on February 9, 2016 to report on fourth quarter results and provide an outlook for 2016. Key highlights included:
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A Conversation on Making Data Driven Decisions Using Financial SCANGuideStar
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During the conversation, the panelists will explore the new GuideStar Nonprofit Profiles for several nonprofit organizations as they discuss how to answer key nonprofit performance questions such as:
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Decoding the Nonprofit Compensation Mystery: Using the GuideStar Nonprofit Co...GuideStar
Do you know what a “rebuttable presumption” is?
Can you name the “disqualified persons” in your organization?
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If you answered, “No,” to any of these questions, this free webinar is for you. Join GuideStar’s Chuck McLean to find out how to stay compliant with IRS regulations using GuideStar’s annual Nonprofit Compensation Report.
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Getting it Right: What You Need to Know about Nonprofit Executive CompensationGuideStar
Paying your executives too much can have negative consequences: public anger, loss of tax-exempt status, substantial fines on both the executives who receive the overpayment and the board members who approved it, attention from state attorneys general, and criticism from those who oppose your organization’s mission.
Underpaying your executives has risks too. It can cause valuable employees to leave for greener pastures and make it difficult to attract the best candidates to lead your organization.
What’s a nonprofit to do?
Presenters: Jeffrey S. Tenenbaum, Esq., Partner and Chair of the Nonprofit Organizations Practice, Venable LLP; Matthew T. Journy, Esq., Counsel, Nonprofit Organizations Practice, Venable LLP; Cody Cassady, Marketing & Outreach Coordinator, GuideStar USA, Inc. (moderator).
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How can Financial SCAN help you and your clients gain insight into their financial health and that of their peers?
What financial metrics can be used for benchmarking? How can we determine the long-term stability and effectiveness of a nonprofit?
GuideStar’s Tim Reifschneider will spend 30 minutes answering these questions, as well as your own, in this interactive session.
Tim will interview Peter Kramer of the Nonprofit Finance Fund, who helped developed the product specifically for the Nonprofit sector.
The document summarizes the financial performance of an organization over multiple years from 2012-2015. It shows trends in unrestricted revenue, operating expenses, cash flow, net assets, and quarterly cash levels. Charts analyze areas like earned income, reliance on grants, and progress towards financial sustainability. The organization aims to reach a stage of funding operations, research, and growth through diversified earned income and grants rather than relying solely on grants or maintaining a fragile financial position.
Hidden Business Opportunities Within The Nonprofit Sector Using GuideStar Data.GuideStar
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2. INTRODUCTIONS
Erinn Andrews, Senior Director of Nonprofit Strategy,GuideStar
Jasmine Marrow, Manager of Philanthropedia Research, GuideStar
Diana Hand, Senior Marketing Manager, GuideStar
2
3. AGENDA
An Introduction to Philanthropedia
The Value of Custom Research
Custom Research Product Details
Philanthropedia’s Work
Why This is a Vital Tool for Foundations
Q+A Session
Conclusion/Next Steps
3
4. AGENDA
An Introduction to Philanthropedia
The Value of Custom Research
Custom Research Product Details
Philanthropedia’s Work
Why This is a Vital Tool for Foundations
Q+A Session
Conclusion/Next Steps
4
5. ABOUT PHILANTHROPEDIA
We find the best charities by harnessing the wisdom of
thousands of experts.
Philanthropedia’s mission is to improve nonprofit
effectiveness by directing money to and facilitating
discussion about expert recommended high-impact
nonprofits.
2009 - Philanthropedia officially incorporated as a 501(c)3
April 2011 - Philanthropedia was acquired by GuideStar
as an independent research division
5
6. AGENDA
An Introduction to Philanthropedia
The Value of Custom Research
Custom Research Product Details
Philanthropedia’s Work
Why This is a Vital Tool for Foundations
Q+A Session
Conclusion/Next Steps
6
7. CUSTOM RESEARCH = YOUR BACK OFFICE
YOU know the
information needed in
your community
Leaving YOU more time to
WE gather that
connect with donors in
information for you
your community
YOU use that
information to benefit
your community
7
8. DIGGING DEEPER
We focus on impact to augment other nonprofit data
Our research can uncover:
Promising Start-Ups
Lesser known organizations
Areas for improvement
8
9. TRUSTWORTHY RESULTS
Administered by a neutral 3rd party
Fueled by experts in the field
Their collective reputations vet this research
Who is considered an expert?
Philanthropedia surveys look toward individuals with
experience in the field like foundation professionals,
researchers, and nonprofit senior staff. Our experts have an
average of 8-20+ years of experience in their sector.
9
10. AGENDA
An Introduction to Philanthropedia
The Value of Custom Research
Custom Research Product Details
Philanthropedia’s Work
Why This is a Vital Tool for Foundations
Q+A Session
Conclusion/Next Steps
10
11. OUR 8-STEP PROCESS
1. Identify a cause
2. Conduct preliminary research with select experts
3. Create an expert list
4. Run first survey
5. Call experts
6. Run second survey
7. Analyze data
8. Share results
11
12. THE CUSTOM RESEARCH PRODUCT
2 - 4 social causes of your choosing
10 - 20 expert identified high-impact nonprofits emerge
for each cause
Detailed information & analysis on what impact these
nonprofits are having, why they’re so strong, and how they
could improve
Pricing: Starting at $20K for 2 causes, $25K for 3 causes,
$30K for 4 causes
12
13. AGENDA
An Introduction to Philanthropedia
The Value of Custom Research
Custom Research Product Details
Philanthropedia’s Work
Why This is a Vital Tool for Foundations
Q+A Session
Conclusion/Next Steps
13
14. PHILANTHROPEDIA’S TRACK RECORD
To date, 2492 experts
have participated in our
research, providing
reviews on 452 top
nonprofits
across 30 causes.
14
15. Minnesota Philanthropy Partners, a
Custom Research Client
Why We Chose Philanthropedia
“Minnesotans are generous people
Consortium of 1,600
and they seek information to help
affiliates across MN
them make smart decisions about
Anchored by the Saint
which nonprofits to support.
Paul Foundation, Minnesota
Philanthropedia’s customized Community Foundation, F.
R. Bigelow Foundation and
research gathers and analyzes experts’ opinions
Mardag Foundation
about nonprofits in Minnesota, giving donors the
Donor education services
opportunity to support their favorite causes with
includes Flagship
greater confidence that their funds are having a publications, video series,
and online resources
positive impact.” — Carleen Rhodes, President and CEO
of Minnesota Philanthropy Partners, a
custom research partner
Visit www.mnpartners.org
15
16. EXAMPLES OF CUSTOM RESEARCH
MN Environment 178 Experts (with an average of 18 years of experience) reviewed
a total of 108 organizations and identified 18 outstanding
nonprofits
MN Workforce 100 Experts (with an average of 18 years of experience) reviewed
Development a total of 101 organizations and identified 18 outstanding
nonprofits
MN Access to Arts 124 Experts (with an average of 18 years of experience) reviewed
& Culture a total of 144 organizations and identified 18 outstanding
nonprofits
MN Access to 99 Experts (with an average of 10 years of experience) reviewed a
Healthy Food total of 92 organizations and identified 15 outstanding nonprofits
16
17. AGENDA
An Introduction to Philanthropedia
The Value of Custom Research
Custom Research Product Details
Philanthropedia’s Work
Why This is a Vital Tool for Foundations
Q+A Session
Conclusion/Next Steps
17
18. A VITAL TOOL
Impact is important to donors
Money for Good II
Identifies various approaches to a single
issue
Offers choice
18
19. WAYS TO USE CUSTOM RESEARCH
Discover details about a prospective cause area
Use internally to influence programming decisions
Provide details about a timely cause
Share externally as a resource for others
19
21. AGENDA
An Introduction to Philanthropedia
The Value of Custom Research
Custom Research Product Details
Philanthropedia’s Work
Why This is a Vital Tool for Foundations
Q+A Session
Conclusion/Next Steps
21
22. AGENDA
An Introduction to Philanthropedia
The Value of Custom Research
Custom Research Product Details
Philanthropedia’s Work
Why This is a Vital Tool for Foundations
Q+A Session
Conclusion/Next Steps
22
23. Thank you for your time
Contact information:
If you’re interested in learning more, please contact
Jasmine Marrow
jasmine.marrow@guidestar.org
650-200-3705
http://www.myphilanthropedia.org/
23