In this hands-on session, Susan Black, CFRE will show you the key building blocks of a successful fundraising program and identify specific steps you can take to implement one in your organization.
How To Be An Awesome Nonprofit Board MemberBloomerang
Board members show up excited to serve and wanting to make a difference, but sometimes that changes. Why? It may be lack of knowledge, boring or uninformative board meetings or orientation. OR maybe you have a board culture that doesn’t invite new ideas and questions.
Board meetings and board communication are critical aspects of causing awesome board members. This webinar with nationally renowned Fundraising Culture Changer & Master Storyteller Lori L. Jacobwith will help you change your board story. She’ll answer some thought provoking questions about the board experience at your organization, and will be sharing templates and tools to help you support the newest or even the most savvy board members and make them feel better equipped to serve.
Recruiting and Building a Strong and Effective BoardBloomerang
https://bloomerang.co/resources/webinars/
Today more than ever nonprofits boards are expected to raise significant amounts of money. Join Keith Curtis and Jay Love for a discussion on nonprofit boards. Keith’s extensive work with nonprofits over the past 30 years has provided the opportunity to interact with a wide variety of nonprofit boards of different sizes and levels of experience.
The document provides guidance on strategic and business planning for non-profit organizations. It emphasizes that planning is a critical process that establishes a vision, mission, goals and implementation plan. Strategic planning focuses more on internal strategy while business planning also includes financial projections and is often shared externally. Key components of planning include assessing strengths/weaknesses, opportunities/threats, developing strategies to achieve goals, and creating detailed implementation and financial plans.
Yes. We hear that board member participation in fundraising is important to the overall success of a nonprofit's fundraising program...but where is the proof? This presentation was designed for the Leading Age RI Conference and Trade Show targeting long-term care organizations and professionals.
A critical component of board governance is overseeing the organization and determining its strategic direction. Strategic planning is more than a work plan for the organization. Learn how organizations can benefit from the strategic planning process itself, how to identify the right facilitator, and specific tools for implementation and accountability.
This document discusses the importance of fundraising and building relationships. It emphasizes that fundraising is about people, not just numbers. Building quality relationships through communication and personalized interactions is key. The seven pillars of fundraising are outlined as grants, donations, crowdfunding, membership/alumni, special events, sales, and partnerships. Activities are suggested for crafting fundraising goals and stories, conducting community research, and inviting speakers. Building friendships involves both individual meetings and group activities like volunteer parties and informal gatherings. Successful fundraising requires designating a coordinator, establishing a strategy, setting goals, and making the process easy while building relationships.
https://bloomerang.co/resources/webinars/
Victoria Dietz will give attendees a better understanding of how to manage their time, set realistic goals and focus on building meaningful donor relationships.
The document provides an overview of fundraising strategies and sources of philanthropy. It discusses analyzing an organization's current revenue mix and aligning fundraising with its mission. The document also covers the donor pyramid, cultivation strategies, and comparative costs and returns of different fundraising methods. It suggests dividing fundraising efforts using various frameworks and determining the best staffing choice based on an action plan.
How To Be An Awesome Nonprofit Board MemberBloomerang
Board members show up excited to serve and wanting to make a difference, but sometimes that changes. Why? It may be lack of knowledge, boring or uninformative board meetings or orientation. OR maybe you have a board culture that doesn’t invite new ideas and questions.
Board meetings and board communication are critical aspects of causing awesome board members. This webinar with nationally renowned Fundraising Culture Changer & Master Storyteller Lori L. Jacobwith will help you change your board story. She’ll answer some thought provoking questions about the board experience at your organization, and will be sharing templates and tools to help you support the newest or even the most savvy board members and make them feel better equipped to serve.
Recruiting and Building a Strong and Effective BoardBloomerang
https://bloomerang.co/resources/webinars/
Today more than ever nonprofits boards are expected to raise significant amounts of money. Join Keith Curtis and Jay Love for a discussion on nonprofit boards. Keith’s extensive work with nonprofits over the past 30 years has provided the opportunity to interact with a wide variety of nonprofit boards of different sizes and levels of experience.
The document provides guidance on strategic and business planning for non-profit organizations. It emphasizes that planning is a critical process that establishes a vision, mission, goals and implementation plan. Strategic planning focuses more on internal strategy while business planning also includes financial projections and is often shared externally. Key components of planning include assessing strengths/weaknesses, opportunities/threats, developing strategies to achieve goals, and creating detailed implementation and financial plans.
Yes. We hear that board member participation in fundraising is important to the overall success of a nonprofit's fundraising program...but where is the proof? This presentation was designed for the Leading Age RI Conference and Trade Show targeting long-term care organizations and professionals.
A critical component of board governance is overseeing the organization and determining its strategic direction. Strategic planning is more than a work plan for the organization. Learn how organizations can benefit from the strategic planning process itself, how to identify the right facilitator, and specific tools for implementation and accountability.
This document discusses the importance of fundraising and building relationships. It emphasizes that fundraising is about people, not just numbers. Building quality relationships through communication and personalized interactions is key. The seven pillars of fundraising are outlined as grants, donations, crowdfunding, membership/alumni, special events, sales, and partnerships. Activities are suggested for crafting fundraising goals and stories, conducting community research, and inviting speakers. Building friendships involves both individual meetings and group activities like volunteer parties and informal gatherings. Successful fundraising requires designating a coordinator, establishing a strategy, setting goals, and making the process easy while building relationships.
https://bloomerang.co/resources/webinars/
Victoria Dietz will give attendees a better understanding of how to manage their time, set realistic goals and focus on building meaningful donor relationships.
The document provides an overview of fundraising strategies and sources of philanthropy. It discusses analyzing an organization's current revenue mix and aligning fundraising with its mission. The document also covers the donor pyramid, cultivation strategies, and comparative costs and returns of different fundraising methods. It suggests dividing fundraising efforts using various frameworks and determining the best staffing choice based on an action plan.
Presentation on board governance strategic thinking and theory of change for students in the Regis University's Masters of Nonprofit Management program.
Melanie Swift from CharityNet USA gave a presentation on why nonprofits fail and how to avoid common pitfalls. She discussed the top 5 reasons for nonprofit failure, including lack of funding and poor marketing. She emphasized having a solid financial structure, developing a strategic plan, and maintaining donor relationships. While the economic climate poses challenges, nonprofits can still succeed with creativity, planning and determination. CharityNet offers various services to help nonprofits with tasks like grant writing and website development.
The document outlines 7 habits of effective non-profit boards:
1. Establish clear expectations for board members around attendance, financial contributions, and involvement. Monitor engagement regularly.
2. Practice good governance through annual conflict of interest reporting, regular financial reviews, surveys, and CEO evaluations.
3. Strategically recruit new board members by understanding strengths/gaps and avoiding those already on many boards who cannot commit time.
Learn how to engage your board of directors in fundraising from this January 28, 2015 presentation to United Way NCA partners by Lewis Flax of Flax Associates.
Strategically Planning Your Nonprofit's Way to SuccessGrace Dunlap
In this 1 hour webinar hosted by CharityNet USA, we discuss the benefits of having a strategic plan for your organization and how it can lead the way to success! For more information on strategic plans, please visit: http://www.charitynetusa.com/nonprofit_strategic_planning.php
The document outlines an eight step volunteer management cycle including role definition, risk management, position design, recruitment, intake and screening, orientation and training, supervision and feedback, recognition, and retention. It emphasizes minimizing risk, having the right person for the right job through proper screening and training, providing feedback, and ensuring volunteers feel valued to support retention. Record keeping is also highlighted as important for effective volunteer management.
Based in San Leandro, California, Rose Padilla Johnson is the CEO of Davis Street Community Center Inc. Rose Padilla Johnson has worked with the San Leandro nonprofit for over 25 years, initially as the executive director.
An executive director at a nonprofit oversees the organization's programs, strategic plan, and administration. They work closely with the board of directors, who they directly report to, to ensure the nonprofit achieve its mission. Other key roles the executive director does include increasing the organization's visibility through marketing, community outreach, and raising funds needed to carry out the programs of the nonprofit.
To qualify for the role of an executive director, an individual must have more than five years of experience as a senior manager at a nonprofit, excellent financial management skills, ability to oversee and motivate staff, experience working with a board, strong fundraising and donor relation skills and good public speaking abilities. The individual must be a person of high integrity and possess strong analytical and decision-making capabilities.
This document provides guidance on building and maintaining effective coalitions. It discusses that coalitions begin with a small interested group and grow as new members feel responsibility. Benefits of collaboration include personal and professional growth through diverse perspectives. Recruitment should target powerful and marginalized groups to reflect the community. New members require orientation, mentoring and clear roles. Maintaining participation relies on respecting members and recognizing contributions to motivate continued involvement.
KAVCO VOLUNTEER LEADERSHIP MODULE TWO RETENTIONConnie Piggott
The Volunteer Leadership Training Series is a peer-to-peer program researched, complied and created through an initiative of KAVCO members. This series of training is focused on sharing the vital elements of leading volunteers.
The document discusses reasons why people volunteer and strategies for volunteer recruitment and retention. It outlines that people volunteer for friendship and fellowship, skill building, and affirmation and appreciation. It also discusses different types of volunteer roles including board members, committee chairs and members, coordinators, and creative contractors. The key to successful volunteer recruitment and retention involves clearly communicating expectations, providing training and support, and ensuring volunteers understand the impact of their contributions.
This document discusses trends in volunteering and skills needed for volunteer management. Regarding trends, it notes that the aging baby boomer population will increase opportunities for volunteering. Mobile technology is changing how volunteers are engaged, recruited, and trained. Millennials and businesses are also increasingly interested in volunteering. Key skills for volunteer management include ensuring a positive experience, understanding volunteers' motivations, providing ongoing training and recognition, communicating clearly, and building relationships with volunteers. Relationship building is emphasized as vital for supporting and retaining volunteers.
This document summarizes a presentation given at the Midwest Region Institute for Leadership Conference in September 2018 about motivating volunteers. The presentation discusses the benefits of volunteering, including professional development and giving back. It also identifies common barriers to volunteer retention like lack of time and follow through. Examples of successful volunteer engagement programs are provided, such as Illinois' Leadership Development Academy. The presentation provides suggestions for enhancing the volunteer experience, such as providing clear expectations and expressing gratitude. It concludes by asking attendees to discuss volunteer engagement strategies and challenges in their own states.
Board development for non profit organizationsRachel Weber
This document provides an overview of a board development workshop for non-profit organizations. The workshop covers understanding the board's role, recruiting and retaining board members, strengthening the board, and best practices for communication. It discusses determining board members' fit, retaining them through manuals and strategic plans, and creating a collective vision. For communication, it emphasizes listening, asking open-ended questions, and making meetings effective through clear objectives, participation, and summarization. The goal is to help non-profit boards function productively through leadership, planning, and cooperation.
This document discusses strategic planning best practices for nonprofit organizations. It begins by outlining the strategic planning process, including pre-planning discovery, documentation, implementation, and myth-busting. Key points covered include the importance of facilitation, board and staff roles, developing goals and objectives, and implementation oversight. The document emphasizes that strategic planning is an ongoing process rather than a one-time event.
This document discusses the roles and best practices for staff involvement in fundraising campaigns. It recommends that staff research donor histories, develop solicitation plans, understand donor motivations, and prepare the office. When meeting with donors, staff should link the institution's vision to the donor's interests, rehearse asks, emphasize programs over money, watch for cues, and end positively. The CEO's role includes speaking passionately about the campaign, attending events, hosting roundtables, giving a leadership gift, and participating in major gift solicitations.
Pre-Conference Workshop for new executive Directors
New to your position as Executive Director? Being groomed to assume the helm of your EDD in the near future? Come to this session that was designed by a former EDD executive director
and learn strategies and tips for overcoming challenges and obstacles you may face.
• Trainer: Steve Etcher, Manager, MarksNelson
Three aspects to consider when leading growth are:
1) Having clear targets, identifying bottlenecks, and plans to improve performance.
2) Ensuring organizational structures and informal communication channels support opportunities for growth.
3) Sustaining growth through flexibility, balanced team behaviors, and recognition of achievements.
Do you ever wish you could get all of your board members involved in donor and fund development? Then this workshop is what you need to create a program where all your board members will be working with you on resource development.
Bridging the Gap - Getting the Most Out of a New Development DirectorBloomerang
This presentation discusses strategies for development departments to stay productive during staff transitions. It notes the average tenure of fundraisers is only 16 months, creating challenges with vacancies. The presentation recommends assessing upcoming fundraising activities and deadlines, creating a calendar to assign responsibilities, tracking progress, and considering interim support. It also stresses the importance of keeping processes standardized, engaging volunteers and board, and hiring qualified replacement staff.
Webinar SlideDeck.Roadmap to Nonprofit Strategic Planning.pdfBloomerang
This document provides a roadmap for creating a successful nonprofit strategic plan in 5 steps:
1. Set your mindset and schedule time for strategic planning.
2. Conduct an internal and external SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis.
3. Review your mission, vision, and values statements to ensure they are still relevant.
4. Conduct resource mapping to assess your current financial, physical/digital, and people resources.
5. Define goals and strategies for the upcoming year, including key metrics to track success.
The document emphasizes the importance of strategic planning to provide direction, benchmarks, and a funding roadmap for nonprof
Presentation on board governance strategic thinking and theory of change for students in the Regis University's Masters of Nonprofit Management program.
Melanie Swift from CharityNet USA gave a presentation on why nonprofits fail and how to avoid common pitfalls. She discussed the top 5 reasons for nonprofit failure, including lack of funding and poor marketing. She emphasized having a solid financial structure, developing a strategic plan, and maintaining donor relationships. While the economic climate poses challenges, nonprofits can still succeed with creativity, planning and determination. CharityNet offers various services to help nonprofits with tasks like grant writing and website development.
The document outlines 7 habits of effective non-profit boards:
1. Establish clear expectations for board members around attendance, financial contributions, and involvement. Monitor engagement regularly.
2. Practice good governance through annual conflict of interest reporting, regular financial reviews, surveys, and CEO evaluations.
3. Strategically recruit new board members by understanding strengths/gaps and avoiding those already on many boards who cannot commit time.
Learn how to engage your board of directors in fundraising from this January 28, 2015 presentation to United Way NCA partners by Lewis Flax of Flax Associates.
Strategically Planning Your Nonprofit's Way to SuccessGrace Dunlap
In this 1 hour webinar hosted by CharityNet USA, we discuss the benefits of having a strategic plan for your organization and how it can lead the way to success! For more information on strategic plans, please visit: http://www.charitynetusa.com/nonprofit_strategic_planning.php
The document outlines an eight step volunteer management cycle including role definition, risk management, position design, recruitment, intake and screening, orientation and training, supervision and feedback, recognition, and retention. It emphasizes minimizing risk, having the right person for the right job through proper screening and training, providing feedback, and ensuring volunteers feel valued to support retention. Record keeping is also highlighted as important for effective volunteer management.
Based in San Leandro, California, Rose Padilla Johnson is the CEO of Davis Street Community Center Inc. Rose Padilla Johnson has worked with the San Leandro nonprofit for over 25 years, initially as the executive director.
An executive director at a nonprofit oversees the organization's programs, strategic plan, and administration. They work closely with the board of directors, who they directly report to, to ensure the nonprofit achieve its mission. Other key roles the executive director does include increasing the organization's visibility through marketing, community outreach, and raising funds needed to carry out the programs of the nonprofit.
To qualify for the role of an executive director, an individual must have more than five years of experience as a senior manager at a nonprofit, excellent financial management skills, ability to oversee and motivate staff, experience working with a board, strong fundraising and donor relation skills and good public speaking abilities. The individual must be a person of high integrity and possess strong analytical and decision-making capabilities.
This document provides guidance on building and maintaining effective coalitions. It discusses that coalitions begin with a small interested group and grow as new members feel responsibility. Benefits of collaboration include personal and professional growth through diverse perspectives. Recruitment should target powerful and marginalized groups to reflect the community. New members require orientation, mentoring and clear roles. Maintaining participation relies on respecting members and recognizing contributions to motivate continued involvement.
KAVCO VOLUNTEER LEADERSHIP MODULE TWO RETENTIONConnie Piggott
The Volunteer Leadership Training Series is a peer-to-peer program researched, complied and created through an initiative of KAVCO members. This series of training is focused on sharing the vital elements of leading volunteers.
The document discusses reasons why people volunteer and strategies for volunteer recruitment and retention. It outlines that people volunteer for friendship and fellowship, skill building, and affirmation and appreciation. It also discusses different types of volunteer roles including board members, committee chairs and members, coordinators, and creative contractors. The key to successful volunteer recruitment and retention involves clearly communicating expectations, providing training and support, and ensuring volunteers understand the impact of their contributions.
This document discusses trends in volunteering and skills needed for volunteer management. Regarding trends, it notes that the aging baby boomer population will increase opportunities for volunteering. Mobile technology is changing how volunteers are engaged, recruited, and trained. Millennials and businesses are also increasingly interested in volunteering. Key skills for volunteer management include ensuring a positive experience, understanding volunteers' motivations, providing ongoing training and recognition, communicating clearly, and building relationships with volunteers. Relationship building is emphasized as vital for supporting and retaining volunteers.
This document summarizes a presentation given at the Midwest Region Institute for Leadership Conference in September 2018 about motivating volunteers. The presentation discusses the benefits of volunteering, including professional development and giving back. It also identifies common barriers to volunteer retention like lack of time and follow through. Examples of successful volunteer engagement programs are provided, such as Illinois' Leadership Development Academy. The presentation provides suggestions for enhancing the volunteer experience, such as providing clear expectations and expressing gratitude. It concludes by asking attendees to discuss volunteer engagement strategies and challenges in their own states.
Board development for non profit organizationsRachel Weber
This document provides an overview of a board development workshop for non-profit organizations. The workshop covers understanding the board's role, recruiting and retaining board members, strengthening the board, and best practices for communication. It discusses determining board members' fit, retaining them through manuals and strategic plans, and creating a collective vision. For communication, it emphasizes listening, asking open-ended questions, and making meetings effective through clear objectives, participation, and summarization. The goal is to help non-profit boards function productively through leadership, planning, and cooperation.
This document discusses strategic planning best practices for nonprofit organizations. It begins by outlining the strategic planning process, including pre-planning discovery, documentation, implementation, and myth-busting. Key points covered include the importance of facilitation, board and staff roles, developing goals and objectives, and implementation oversight. The document emphasizes that strategic planning is an ongoing process rather than a one-time event.
This document discusses the roles and best practices for staff involvement in fundraising campaigns. It recommends that staff research donor histories, develop solicitation plans, understand donor motivations, and prepare the office. When meeting with donors, staff should link the institution's vision to the donor's interests, rehearse asks, emphasize programs over money, watch for cues, and end positively. The CEO's role includes speaking passionately about the campaign, attending events, hosting roundtables, giving a leadership gift, and participating in major gift solicitations.
Pre-Conference Workshop for new executive Directors
New to your position as Executive Director? Being groomed to assume the helm of your EDD in the near future? Come to this session that was designed by a former EDD executive director
and learn strategies and tips for overcoming challenges and obstacles you may face.
• Trainer: Steve Etcher, Manager, MarksNelson
Three aspects to consider when leading growth are:
1) Having clear targets, identifying bottlenecks, and plans to improve performance.
2) Ensuring organizational structures and informal communication channels support opportunities for growth.
3) Sustaining growth through flexibility, balanced team behaviors, and recognition of achievements.
Do you ever wish you could get all of your board members involved in donor and fund development? Then this workshop is what you need to create a program where all your board members will be working with you on resource development.
Bridging the Gap - Getting the Most Out of a New Development DirectorBloomerang
This presentation discusses strategies for development departments to stay productive during staff transitions. It notes the average tenure of fundraisers is only 16 months, creating challenges with vacancies. The presentation recommends assessing upcoming fundraising activities and deadlines, creating a calendar to assign responsibilities, tracking progress, and considering interim support. It also stresses the importance of keeping processes standardized, engaging volunteers and board, and hiring qualified replacement staff.
Webinar SlideDeck.Roadmap to Nonprofit Strategic Planning.pdfBloomerang
This document provides a roadmap for creating a successful nonprofit strategic plan in 5 steps:
1. Set your mindset and schedule time for strategic planning.
2. Conduct an internal and external SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis.
3. Review your mission, vision, and values statements to ensure they are still relevant.
4. Conduct resource mapping to assess your current financial, physical/digital, and people resources.
5. Define goals and strategies for the upcoming year, including key metrics to track success.
The document emphasizes the importance of strategic planning to provide direction, benchmarks, and a funding roadmap for nonprof
This document outlines strategies for running an effective internal fundraising campaign among faculty and staff at a university. It discusses why these campaigns are important in creating a culture of philanthropy and building partnerships. However, it also notes that faculty and staff can be cynical donors because giving is tied to their feelings about their job. The document provides tips on tools to use like volunteer ambassadors, direct mail, email and events. It emphasizes the importance of thoughtful planning, rotating messages over five weeks of an intensive solicitation phase, and ongoing stewardship of donors after the campaign. The goal is to make fundraising an ongoing campus tradition.
This document discusses implementing a planned giving program. It begins by defining planned giving as gifts made through wills or beneficiary designations that are integrated with a donor's estate planning. Common planned gift vehicles like bequests, retirement account beneficiary designations, and life insurance are described. The document emphasizes building a solid foundation first by assessing an organization's donor base, leadership support, strategic plan and more. It then provides guidance on prospecting, documenting planned gifts, addressing common objections, communicating the program, and stewardship. The document concludes by recommending next steps like continuing education and assessing readiness to implement a planned giving program.
A workshop on working with foundations originally presented to student at Elon University's Kernodle Center for Service Learning and Community Engagement.
This document summarizes a training session on creating a donor strategy. It discusses segmenting donors into groups, defining each segment, and mapping out engagement strategies for each. The key segments discussed are board members, top donors, mid-level donors, annual fund donors, non-donors, and institutional partners. For each segment, the document outlines who to leverage, potential asks, and suggested engagement and outreach approaches. The goal is to better manage donors and data through segmentation and to motivate donors to support organizational goals.
This document provides information about Community Foundation Partners, a program that supports nonprofits in Sarasota, Manatee, Charlotte, and DeSoto counties. It summarizes key details nonprofits need to know to complete an online profile through the program, including: required fields like strategic plans, policies, and program descriptions; a 4-step process to input information; guidelines for documents to upload; and ways nonprofits can use their completed profile. The deadline to complete a profile is May 11.
Board members show up excited to serve and wanting to make a difference, but sometimes that changes. Why? It may be lack of knowledge, boring or uninformative board meetings or orientation. OR maybe you have a board culture that doesn’t invite new ideas and questions.
Board meetings and board communication are critical aspects of causing awesome board members. This webinar with nationally renowned Fundraising Culture Changer & Master Storyteller, Lori L. Jacobwith will help you change your board story.
Join Lori to answer some thought provoking questions about the board experience at your organization. Lori will be sharing templates and tools to help you support the newest or even the most savvy board members and make them feel better equipped to serve on your board.
This document provides information and guidance on volunteer recruitment and engagement for chambers of commerce. It discusses why people volunteer, common reasons they stop volunteering, and how to build a managed volunteer program. The outline recommends focusing on recruitment, management, recognition, and retention (RMRR) through clear expectations, training, feedback, and appreciation. It also presents a case study on revitalizing a declining committee and additional resources for volunteer programs.
This document provides guidance on conducting successful food and fund drives to benefit nonprofit agencies. It discusses determining the timeframe and details of the drive, creating promotional flyers, displaying collection materials, and advertising through various channels like websites, newsletters, businesses, social media and newspapers. Maximizing efforts involves partnering with other organizations and local grocers for drop-off locations. Thank you letters or receipts should be sent to donors detailing the impact of their donation. Building long-term partnerships through ongoing communication is emphasized. Grantwriting tips include researching funding opportunities, understanding the key elements of a competitive proposal like the problem statement, objectives, methods and evaluation, and following up appropriately depending on if the proposal is accepted or denied.
This document summarizes information about BC Social Venture Partners (BC SVP) grants. It discusses that BC SVP is made up of individuals and families who are business leaders that provide both money and time as "venture philanthropists". The overall mission is to make investments in non-profits to support entrepreneurial leaders and innovative approaches to social problems. Grants focus on sustainability and currently support women at risk, children/youth, and social enterprises. The process involves letters of inquiry, developing full proposals, and presentations to the full membership for voting. Key criteria for decisions include social impact, fit with BC SVP, sustainability orientation, ability to collaborate, and commitment to outcomes.
At the Chamber's 8/14 Non-Profit Roundtable ArtsCenter Executive Director, Art Menius shared with members the keys to building a strong board for non-profit organizations.
This document discusses strategies for evolving a volunteer program to increase engagement. It recommends delegating tasks like recruitment and communications to volunteers. Volunteers should have opportunities to take on leadership roles and move along a pathway with training. Programs should offer different levels of involvement like project-based work to accommodate different volunteer needs and lives. Maintaining communication about the program's impact helps volunteers feel connected to the mission. Tools include documenting current roles, increasing flexibility, and turning volunteers into advocates through effective communication.
Human Resources: Insights from the Field (Jeff Kiely)nado-web
Jeff Kiely shares insights from his 29 years of experience leading regional development organizations. He discusses the importance of human resources as an organization's top asset and emphasizes selecting talented and motivated employees. Kiely also stresses developing employees through onboarding, managing, and ongoing training to polish this valuable asset. Some key lessons include focusing on personal connections with employees, nurturing a supportive work environment, prioritizing the organization's mission, and ensuring clear and considerate communication.
Time-Saving Templates: Where Grant Writing, Time, & Money MeetBloomerang
https://bloomerang.co/resources/webinars/
Amanda Pearce will break down the narrative portion of grant proposals and teach you how to create a stellar template that you can use time and time again.
This document provides an overview of development and fundraising for arts organizations. It discusses the importance of development positions and outlines various sources of funding including individuals, corporations, foundations, and government grants. It also covers ongoing support strategies like annual funds and endowments. Trends in donations and the impact of the recession on non-profits are addressed. The document concludes with sections on case statements, writing for fundraising, and creating a fundraising plan.
The document summarizes information about BC Social Venture Partners' grant making process. It discusses that BC SVP is a group of individuals and business leaders who make time and money investments in nonprofits seeking innovative solutions to social problems. Grants of up to $30,000 annually for three years are aimed at increasing grantee capacity. Priority is given to applications demonstrating a clear capacity building plan, ability to collaborate with partners, and commitment to measurable outcomes. The decision process involves letters of inquiry, developing full proposals with partner support, and a final voting process by the full partnership.
The document outlines 17 tactics for managing a development committee to help engage volunteers in fundraising success. The tactics include establishing a committee charter, providing educational sessions on fundraising concepts, conducting exercises to leverage volunteers' personal donor networks, hosting cultivation events, making thank you calls, and conducting an annual evaluation to ensure the right volunteers are engaged. Implementing the tactics through a development calendar can help apply them to any organization in a way that is appropriately sized.
Bring your Non Profit to life. Making it Work : Building your annual fundraising plan. A look at the elements of a comprehensive annual fundraising plan including foundations, major donors, special events and members. How to set goals, research prospects, establish a calendar and use volunteers. We included a discussion about how to plan and carry out a successful fundraising event. How to train your board in fundraising.
Getting to Yes : Writing successful grant proposals. Learn the fundamentals of grant writing from one of the most successful grant writers in the Inland Northwest.
Online Presence : Making your non profit visible. Get up to speed with your online presence, it's there whether you manage it or not. How to setup, manage and engage through Facebook, Twitter, etc., Websites and Blogging
0311 National Accounts Online Giving Trends.pdfBloomerang
James Goalder presented on best practices for raising more online donations. He discussed exploring the donation experiences of 500 nonprofits and key insights. Some important findings included personalizing thank you communications, making the donation process easy, and engaging donors through storytelling and opportunities to get involved. Practical tips included thanking donors quickly, inviting them to events, and asking for recurring gifts to increase retention and fundraising. The presentation provided actionable strategies for nonprofits to improve the donor experience and drive more online giving.
How to Build a Fundraising Board- Darian Rodriguez Heyman 3-6-24.pdfBloomerang
This document provides tips and strategies for building an effective fundraising board. It discusses that executive directors are leaving nonprofits due to challenges with fundraising and boards. The most powerful form of fundraising ask is a peer ask from current board members. Top tips for board fundraising include creating a rapid response donor acknowledgement committee and ensuring donors are thanked by a board member within 48 days to increase donor value by 50%. Key tools for board development include a board member agreement, board matrix, consent calendar, annual survey with personal development plans, and defining executive job descriptions and committee charters. An organizational dashboard with key performance indicators can help boards track progress across operations, programs, and other metrics.
Donations and Pledges Part 2_BLG Build.pdfBloomerang
This document provides a summary of a Bloomerang Academy webinar on donations and pledges. It discusses the differences between pledges and recurring donations, how to create and edit pledges and add pledge payments, how to handle payment failures, and how to refund or delete transactions. It also covers splitting donations, pledge and recurring donation reports, and creating pledge and recurring donation reminders. Resources for more information on these topics from the Bloomerang knowledgebase are provided at the end.
The document provides tips on how nonprofits can raise more online donations. It summarizes the results of a study where $25 donations were made to 400 organizations to analyze their donation experiences. Key findings include that donors are more likely to give again if they receive a timely thank you, feel appreciated, and know how their donation is used. The document recommends making donations easy, providing impactful stories, personalizing communications, calling donors, inviting involvement through volunteering, and asking for recurring gifts. Practical tips shared include using payment options donors prefer, customizing receipts and thank yous, and engaging donors through newsletters, calls, and events.
Donations and Pledges Part 1_BLG Build.pdfBloomerang
This document summarizes a Bloomerang Academy webinar on donations and pledges. It covered key terms like donations, pledges, recurring donations and soft credits. It explained how to set up transactions in Bloomerang including custom fields, payment processors and automatic receipts. It provided examples of typical donation, pledge and recurring donation entries. It also gave an overview of how to run transaction reports and filters donors and transactions. Resources mentioned included the Bloomerang knowledgebase and support portal.
Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...Bloomerang
The document provides guidance on preparing for and securing major gifts, including establishing organizational readiness, identifying ideal donor profiles, addressing common challenges, and utilizing a framework called the "FUNDS Cycle" to find, understand, nurture, discuss, and support major donors. It also outlines best practices for building major gift proposals, securing appointments with major gift prospects, conducting effective visits, and leveraging tools and resources to strengthen major giving programs.
Kindful to Bloomerang Webinar slides .pdfBloomerang
This webinar provided information about upgrading from Kindful to Bloomerang. Bloomerang offers additional features like more robust data management, built-in email capabilities to replace MailChimp and Constant Contact, unlimited custom fields, householding/relationship tracking, tribute fields and letters, and volunteer management add-ons. The presentation covered these upgraded features and capabilities. Attendees were polled at the end about their interest and timeline for potentially upgrading.
Bloomerang - Get More Major Gifts From Donors Already Around You.pdfBloomerang
The document discusses that it is more costly to acquire new major donors than the amount they donate. It is easier and more cost effective to upgrade existing mid-level donors who are giving just below the major donor threshold to become major donors through cumulative gifts over time. The document recommends organizations focus on upgrading these "diamonds in the rough" by reviewing donor segments, communicating consistently with impactful stories, matching donor interests to organizational needs, and directly asking for increased support.
This document discusses strategies for making donors feel appreciated after making a donation. It emphasizes that the donor experience is emotional and outlines a donor journey framework of committing, affirming, aligning, assessing, activating, and advocating for donors before, during, and after their donation. It stresses personalizing touchpoints like the donation receipt and thank you notes to make donors feel valued and counter post-donation doubts. Automating some follow-up can help, but personalization and timely responses are important to engage donors and reduce attrition rates.
02.22.2024 Email Options in Bloomerang.pdfBloomerang
This document provides an overview of an upcoming webinar on integrating Constant Contact with Bloomerang. It includes an agenda for the webinar covering connecting the Constant Contact account, establishing sync rules, how the integration works, sending emails and getting insights in Bloomerang, and a demo. It also introduces the presenter and provides resources for attendees.
The document provides guidance on creating an actionable fundraising plan. It emphasizes the importance of planning and having the full team involved. The speaker outlines steps to take in planning, including defining goals, strategies, and tactics; sorting the pieces into buckets; and connecting everything together into a cohesive plan. Turning the vision into action requires determining why specific tactics are used, when they will occur, who is responsible, and how each piece will be executed. An effective plan finds the right balance of detail to inform the team and allow for flexibility. A customer relationship management system can help implement the plan through tasks, tools for various functions, and metrics to track success.
James Goalder presented best practices for raising more online donations based on analyzing 400 nonprofits' donation experiences. Key findings included making the donation process easy, engaging donors through personalized communication and impact stories, and retaining donors by promptly thanking them and inviting their continued involvement through volunteering, recurring gifts, and events. Practical tips included telling compelling stories, giving donors opportunities to get involved, asking for recurring gifts, using donor segmentation for tailored messages, and launching a travel program to generate donations. The presentation emphasized the importance of retaining existing donors through ongoing engagement and communication.
Communications Trends for Fundraising Success in 2024.pdfBloomerang
The document provides recommendations for nonprofit communications trends in 2024 that will lead to fundraising success. It recommends that nonprofits focus on building email lists, streamlining their tech stack, attracting supporters with content offers, automating marketing wherever possible through techniques like drip campaigns and triggered emails, segmenting lists and personalizing outreach, and experimenting with AI tools.
Database Set Up Basics Bloomerang AcademyBloomerang
This document provides an overview of a Bloomerang Academy webinar on setting up a donor database for success. The webinar covers:
1) Why clean and healthy data is important for effective fundraising and reducing costs
2) Best practices for setting up organization settings, funds, campaigns, appeals, and user permissions
3) Tools for avoiding and fixing duplicate records and segmenting donor lists
4) Utilizing custom fields, bulk update/delete functions, and other resources to maintain a clean database
This document provides a summary of a Bloomerang Academy webinar on database management. The webinar covered:
1. Why clean data matters for effectively targeting constituents, ensuring a single constituent view, and increasing ROI.
2. Establishing data policies and procedures, including who has access to the database and required training.
3. Best practices for recurring database maintenance like running regular reports and removing unused custom fields and data.
4. The importance of succession planning for institutional knowledge like creating user guides and identifying backups.
Leading With Impact: Looking Ahead at 2024 Trends in LeadershipBloomerang
Kishshana brings a wealth of experience from both nonprofit and corporate realms, offering a unique perspective that is both relatable and transformative. Learn about the synergies and distinctions between these two spheres and how you can leverage these insights for greater impact.
Google & Yahoo's Email Update: Your Must-Do ChecklistBloomerang
Google & Yahoo have new rules to prevent spam, and these rules went into effect on February 1. Here’s what you need to know and do to make sure the emails you send continue to reach your supporters.
This document summarizes a webinar about creating effective annual reports for nonprofits. The webinar discusses the purpose of annual reports, key components to include, how to highlight social impact metrics, tailoring reports to specific donor types, effective marketing strategies, and how donor management systems can help track relevant data. The presenter emphasizes including impact metrics, stories of transformation, financial performance, programs, and clear calls to action to motivate donors and raise more funds.
Copy of PayPal Course - Academy Slide Deck 2024.pdfBloomerang
This document provides an overview of a Bloomerang Academy webinar on digital wallets. It begins with welcoming remarks and housekeeping details. Then it introduces the speaker and defines digital wallets as a convenient way for donors to make payments. The bulk of the document focuses on why nonprofits should offer PayPal and Venmo, including their large user base and ability to increase conversions and recurring donations. It provides a brief demo on how to enable PayPal and Venmo donations in Bloomerang in 5 minutes. Additional resources are shared at the end.
Strategic Planning The PROCESS Handout 2024.pdfBloomerang
The document discusses the importance of strategic planning for non-profits, providing an overview of the strategic planning process including defining a plan, securing buy-in, identifying stakeholders, conducting an environmental scan, creating a multi-year plan, and tips for an effective process. It is a presentation from the consulting group Funding for Good on how to develop a strategic plan that produces results for an organization.
UnityNet World Environment Day Abraham Project 2024 Press ReleaseLHelferty
June 12, 2024 UnityNet International (#UNI) World Environment Day Abraham Project 2024 Press Release from Markham / Mississauga, Ontario in the, Greater Tkaronto Bioregion, Canada in the North American Great Lakes Watersheds of North America (Turtle Island).
Bienestar Financiero al servicio de su jubilación anticipada
Pago de su 🏡
Estudio de sus hijos
Directamente a tu cuenta bancaria
Con Tesorería Auditoria Jurídica comercial
Administración de carteras
Apalancamiento Financiero
Desarrollo de tu marca personal
Acceso a Desarrollo de varias industrias
Cuentas bancarias
Estructuras Físicas en USA y en América Central
Avalado por Bolcomer
Puesto de Bolsa Comercial
Turismo
Y mucho más
Link de registro
https://business.myinfinity.global/maurod8/
https://therusnetwork.com/
Contacto:
https://goo.su/pzm1fja
10. Factor Key Ideas
Financial Stability • No leaky buckets!
• Make the tough decisions
Board Capacity/
Preparedness
Diverse, passionate,
articulate, generous, big
picture people
CEO Capability/
Connectedness
• The face of your
organization
• Understand his/her role
Development staff capability Trained, passionate
Backroom operations Procedures, processes,
equipment/materials
11. Nonperforming boards are . . . Performing boards are . . . What to do about it
Well-meaning “do-nothings” with no
connections
People of influence and affluence Create board governance committee;
create a trustee prospect list; begin
replacing members slowly as seats
become open; identify a champion/
leader to attract new blood.
All one race, gender, sexual
orientation, age, religion, or political
persuasion; no consumers
Diverse with at least one consumer Complete a board matrix; governance
committee targets prospects.
Not sure exactly what the organization
does or how it helps the community
and can’t explain it to others
Ambassadors capable of articulating
the mission and vision to the
community.
Provide the correct language and
helpful collaterals; train members on
programs at each meeting; require
volunteering in programs.
Bogged down in day-to-day
operations; long, tedious meetings
Steering the ship, focusing on big
picture issues; sixty- to ninety-minute
meetings, often using a consent
agenda
Conduct board training; use a consent
agenda; use committee meetings
between full board meetings to
complete action items.
Not giving personally or asking others
to give and don’t feel like they know
how
Embracing their fundraising role Conduct board fundraising training;
empower development staff to guide/
prod board members.
12. Factor Your Current Rating
My organization is fiscally sound (programs are
self-sufficient/operating in the black).
Board members can accurately articulate the
mission, vision, and major programs of the
organization if asked.
The president/CEO/executive director serves on
boards/committees or participates in other
volunteer duties as a representative of the agency.
There is a sufficient budget for development
activities.
The chief development staff person has sufficient
experience and/or training in professional
fundraising.
3=Yes!; 2=Sort Of; 1=Not so much;
0= Dream on
13.
14. Factor Key Ideas
A strategic plan No plan = a ship without a rudder
Annual fundraising plan • Include all primary fundraising
vehicles
• Involve the CEO
• Review and update annually
A Case for Support • Document of Documents
• Everyone singing from the same
sheet of music
15. • Brief history
• Mission statement/primary goal
• Primary goal
• Vision and impact statements
• Values
• Program description
Basic organizational information
• Objectives and outcomes
• Evaluation measures
Logic Model Elements
Needs statement
Financial information
Leadership information
16. Factor Your Current Rating
The organization has a strategic plan that has
been updated in the last 3 years.
The board and staff agree on the fundraising
vehicles to be used to achieve the fundraising
goals.
There is a formalized fundraising plan
projecting one to three years that utilizes the
agreed-upon fundraising vehicles.
The organization has an organizational case
for support.
3=Yes!; 2=Sort Of; 1=Not so much;
0= Dream on
17.
18.
19. Factor Key Ideas
Annual Gifts • Probably already doing them
• Remember retention is the key
Corporation and Foundation Giving • Research those that are tied to your
mission
• Use board contacts
Major Gifts • Closely tied to the donor’s passion
• Involve multiple decision makers
Planned Gifts • Do what you can whenever you can
20.
21. Factor Your Current Rating
We have at least two annual giving vehicles.
We have fewer than 4 events per year.
We have at least one major donor.
We regularly ask donors to remember us in their will
or estate plans.
3=Yes!; 2=Sort Of; 1=Not so much;
0= Dream on
22.
23. Factor Key Points
A well-crafted message If no one understands what you do or
why it matters, they won’t give
Communication plan • Create a calendar
• Use fundraising goals as the driver
Effective communication vehicles • Tailor to your donors and their
interests using multiple touchpoints
• Consider your time and capability
24.
25. Factor Your Current Rating
The organization has regular communications with its
donors through newsletters or other publications,
email, social media, phone contact, or in person.
The organization participates in community relations
activities, such as fairs, festivals, event sponsorships,
civic group speaking engagements, and other related
activities, on a regular basis.
The organization conducts its own community
relations event (special event designed to reach out
to the community or provide education/information to
the community.)
3=Yes!; 2=Sort Of; 1=Not so much;
0= Dream on