This document summarizes a presentation about how to talk to donors about investing in their community's future. It discusses the importance of community conversations and focusing conversations on the donor. It also provides context about the current economic environment and challenges donors face, including market performance, interest rates, and personal circumstances like the Madoff fraud scandal. Tables of index returns and interest rates from 1999-2013 are included to illustrate trends impacting donors.
This document proposes a social enterprise conference in Texas to address the financial needs of community organizations. It discusses how nonprofits that serve low-income communities are struggling due to decreased funding from grants and donations. The conference will explore social enterprise models and impact investments that could generate more stable revenue streams for nonprofits. The document provides an overview of topics that will be covered, including social enterprise, impact bonds, and how poorly performing organizations can improve. It also discusses challenges and solutions related to social enterprise and impact investing.
The document summarizes a keynote speech given by Steve Gunderson at the 10th Annual National Conference of the American Association of Grant Professionals in October 2008. The keynote addressed the major losses foundations experienced due to the economic crisis of 2008, with foundation endowments declining 30-45% on average. Gunderson and others encouraged philanthropy organizations to support nonprofits facing increased needs with reduced resources. Suggestions included communicating with donors and grantees, collaborating with other organizations, and advocating on issues of poverty and social spending.
The document outlines the agenda for a two-day Native American Finance Conference. Day 1 includes keynote addresses on the state of Native American nations and the economic stimulus package, as well as panels on gaming forecasts, tax issues, and investment strategies. Day 2 covers defining economic development, understanding the credit crunch, infrastructure projects, and the impact of the 2008 election on Indian Country. The conference features panels with experts from tribes, casinos, Wall Street, and government agencies to discuss finance and economic development issues impacting Native American nations.
Cramer & associates cpa presentation characteristics of a successful not for ...Cramer & Associates, Inc.
This document discusses the characteristics of successful not-for-profit organizations. It outlines different types of non-profits and notes that they come in a wide range of sizes, from small social service agencies to large foundations. The document also discusses trends in the non-profit sector over the past decade, including increased competition for funding. Some keys to success identified are having a strong leader, clear mission, and development office that focuses on fundraising. Challenges and resources for non-profits are also outlined.
How, when and why to secure planned gifts that bring real returns.
Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described.
Why nonprofit board trustees, senior managers, advancement professionals, every staff member and stakeholders can help stimulate the easiest gifts to make – planned gifts that secure an institution’s future!
Roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits.
The document discusses strategies for nonprofit fundraising in a changing philanthropic landscape. It recommends diversifying fundraising plans, understanding donor motivations, and creating a culture of philanthropy within the organization. It also provides tips for development professionals during economic downturns, such as focusing on the mission, increasing donor contact, and developing a short-term action plan.
United Way\'s Center for Nonprofits created a presentation about upcoming trends in 2011 for which nonprofits need to be on the lookout. These trends can dramatically affect an organization\'s funding and business practices. All information contained in this report was based on research that includes sources such as the Pew Report, the Nonprofit Times, and the Journal for Nonprofits.
For every $1 donated to charity, only $0.20-0.30 actually goes to those in need due to high marketing, administrative, and other costs. Chaitanya Lall of the University of California, Berkeley proposes a solution where corporations, research groups, and individual users can donate resources and services directly to welfare organizations through a crowdfunding platform, reducing costs and ensuring more of each $1 benefits those in need.
This document proposes a social enterprise conference in Texas to address the financial needs of community organizations. It discusses how nonprofits that serve low-income communities are struggling due to decreased funding from grants and donations. The conference will explore social enterprise models and impact investments that could generate more stable revenue streams for nonprofits. The document provides an overview of topics that will be covered, including social enterprise, impact bonds, and how poorly performing organizations can improve. It also discusses challenges and solutions related to social enterprise and impact investing.
The document summarizes a keynote speech given by Steve Gunderson at the 10th Annual National Conference of the American Association of Grant Professionals in October 2008. The keynote addressed the major losses foundations experienced due to the economic crisis of 2008, with foundation endowments declining 30-45% on average. Gunderson and others encouraged philanthropy organizations to support nonprofits facing increased needs with reduced resources. Suggestions included communicating with donors and grantees, collaborating with other organizations, and advocating on issues of poverty and social spending.
The document outlines the agenda for a two-day Native American Finance Conference. Day 1 includes keynote addresses on the state of Native American nations and the economic stimulus package, as well as panels on gaming forecasts, tax issues, and investment strategies. Day 2 covers defining economic development, understanding the credit crunch, infrastructure projects, and the impact of the 2008 election on Indian Country. The conference features panels with experts from tribes, casinos, Wall Street, and government agencies to discuss finance and economic development issues impacting Native American nations.
Cramer & associates cpa presentation characteristics of a successful not for ...Cramer & Associates, Inc.
This document discusses the characteristics of successful not-for-profit organizations. It outlines different types of non-profits and notes that they come in a wide range of sizes, from small social service agencies to large foundations. The document also discusses trends in the non-profit sector over the past decade, including increased competition for funding. Some keys to success identified are having a strong leader, clear mission, and development office that focuses on fundraising. Challenges and resources for non-profits are also outlined.
How, when and why to secure planned gifts that bring real returns.
Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described.
Why nonprofit board trustees, senior managers, advancement professionals, every staff member and stakeholders can help stimulate the easiest gifts to make – planned gifts that secure an institution’s future!
Roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits.
The document discusses strategies for nonprofit fundraising in a changing philanthropic landscape. It recommends diversifying fundraising plans, understanding donor motivations, and creating a culture of philanthropy within the organization. It also provides tips for development professionals during economic downturns, such as focusing on the mission, increasing donor contact, and developing a short-term action plan.
United Way\'s Center for Nonprofits created a presentation about upcoming trends in 2011 for which nonprofits need to be on the lookout. These trends can dramatically affect an organization\'s funding and business practices. All information contained in this report was based on research that includes sources such as the Pew Report, the Nonprofit Times, and the Journal for Nonprofits.
For every $1 donated to charity, only $0.20-0.30 actually goes to those in need due to high marketing, administrative, and other costs. Chaitanya Lall of the University of California, Berkeley proposes a solution where corporations, research groups, and individual users can donate resources and services directly to welfare organizations through a crowdfunding platform, reducing costs and ensuring more of each $1 benefits those in need.
This document provides an introduction to fundraising and development. It discusses key elements of the Petrus model for sustainable development, including developing a strategic case, engaging leadership through boards and advisory councils, and establishing components of an annual giving plan. The document also addresses common challenges in fundraising, the importance of developing a strategic plan, and preparing an effective case for support.
The document provides information about the Great Falls Development Authority (GFDA) in Great Falls, Montana. It summarizes that GFDA is a non-profit economic development organization that provides financing to businesses through various loan programs. It has provided over $194 million in financing to 117 businesses over time, with low delinquency and default rates. GFDA aims to promote business growth, job creation, and economic diversification in its 13-county region through financing and various economic development programs.
Grants are always an in demand commodity. Everyone loves the idea of being able to receive funds to further a mission or program without having to repay those funds. This eagerness is often taken advantage of by individuals and companies who range from slightly unethical to those who are blatantly dishonest and deceitful.
IN THIS SUMMARY
In At the Crossroads, Philip Coltoff examines how not-for-profit organizations can address today’s critical issues in ways that will help redefine their missions and expand their visions. Not-for-profits, because of their size, budgets, and number of employees, are considered the third sector in American life, joined by the for-profit free enterprise system and government. Due to recent social and economical crises, the not-for-profit industry is struggling to provide for its growing number of clients. Coltoff examines the full scope of issues that must be addressed for the not-for-profit industry to grow, meet its obligations, and secure its place in the American social system.
SUBSCRIBE TODAY
http://www.bizsum.com/summaries/crossroads
The document discusses best practices for fundraising, including developing a donor pyramid with different levels of donors, securing diverse revenue streams, and following fundraising principles. It emphasizes the importance of personal solicitation, sequential fundraising by targeting major donors first, and demonstrating value leadership. Successful solicitation involves making your own gift, focusing on impact for beneficiaries rather than money, choosing good prospects, meeting donors in person, properly preparing, making a specific ask, answering questions, and following up with stewardship.
The Ninth Influence: Mick Fleming, ACCEKatie Klein
This document discusses political and social fragmentation as major influences on the future of chambers of commerce and communities. It notes that fragmentation extends beyond national politics and includes divisions at the state, local, and community levels over issues like immigration, education, infrastructure projects, and more. The document also discusses the limitations of government and problems like inefficient data systems, unsustainable pension and budget issues, and the high costs of lobbying and special interests. It argues that chambers must find ways to advocate for policies that improve competitiveness and counter the threats posed by fragmentation and inadequate government through strategies like building issue coalitions, recruiting new leaders, and making noncompliance more costly than compliance.
This document discusses the challenges facing the charitable sector in Canada. It notes that fundraising revenues have only grown 3% in recent years for traditional charities, and total tax receipted giving is just matching pre-recession levels. Participation rates are also declining, with fewer tax filers claiming charitable receipts and fewer Canadians volunteering. This decline is happening as attitudes towards charities are changing, with Canadians rethinking their relationship with the sector. The sector may need to examine its current paradigms and adapt to meet evolving expectations around impact, choice, involvement and social connections.
Michael Krieg, a Wells Fargo technology consultant, raised over $4,000 and coached the brunette team for the Young Professional's Alzheimer's Association of Colorado's (YPAAC) annual flag football game called "Blondes vs Brunettes". Due to his fundraising success, Krieg joined the YPAAC board of directors and helped raise nearly $128,000 total by partnering with the Denver Broncos. While the brunette team lost in the final seconds, Krieg was motivated to support Alzheimer's research after losing his grandfather to the disease and hopes to grow awareness and add more fundraising events each year through YPAAC.
"Philanthropy and a better society" brings together leading CGAP academic experts to discuss the opportunities and challenges for philanthropy under the Big Society umbrella.
It also states that corporate giving is guided by the values of a company’s board and does not necessarily reflect the needs of the local area.
The authors argue that the sector needs to focus on entrepreneurial philanthropy. Charitable start-ups answer specific needs within a community and, as such, have the capacity to grow and develop into strong resources which will help to moderate the individualism that characterises much of today’s charitable giving.
This document summarizes a presentation on tourism improvement districts (TIDs) given at a 2013 CEO forum. It discusses how government tourism funding is being cut and how TIDs can provide stable alternative funding. TIDs involve hotels and other businesses paying an assessment on rooms or sales that is collected by the local government and managed by a destination marketing organization. The document provides examples of successful TIDs across several states that have increased tourism revenues and budgets. It also outlines some challenges in forming TIDs and managing the partnerships between public and private organizations.
This document summarizes key points from a fundraising workshop for nonprofit CEOs. It discusses:
1) The strategic role of fundraising in generating funds, demonstrating support, and ensuring sustainability. Fundraising is crucial at different stages of organizational development.
2) The main sources of philanthropic funds which come from institutions and individuals globally. Individual giving makes up the majority.
3) Why donors give, which includes believing in the cause, making a difference, spiritual fulfillment, and appreciation for being recognized. When donors don't feel appreciated or informed, attrition increases over time.
Valerie Remoquillo-Jenni
Source: STEP Journal, Volume 24, Issue 1
The global philanthropy landscape has changed significantly, due to a new class of donors who are redefining their engagement with wealth and giving – the next-generation givers.
You may also view my comments on this topic at http://familybusinesswiki.ning.com/profiles/blogs/a-big-conversation-for-the-new-philanthropists
An Introduction to Direct Marketing and Legacy FundraisingNICVA
This document provides an overview of Karen Gallagher Consulting and their services related to individual giving and donor retention. They discuss three main areas of focus: supporter acquisition, retention, and development. Their services are aimed at helping non-profits build long-term relationships with donors to increase donations and lifetime value. They also provide information on direct marketing techniques, thank you letters, newsletters, donor events, upgrading donors to regular giving, legacy giving, and analyzing fundraising campaigns.
Mortgage Fraud: A Description and Community Research ResultsAndy Carswell
The following presentation highlights a white-collar crime activity that has flourished within American neighborhoods since the late 1990s and early 2000s. The slide show not only provides a description of mortgage fraud, but also highlights some of the academic research findings by the author over the past five years.
Fundraising from America: A Guide Planned Giving ProgramsAdam Davidson
Does a Charitable Remainder Trust, Beneficiary Designation, Bequest of Shares or Tangible Personal Property, Annuity or Charitable Lead Trust mean anything to you? If it doesn’t spend an hour with us and it will. These are sophisticated giving methods by which you can tempt your highest givers to make larger donations to you. It’s not difficult but it is very common in America and many of your donors will have been offered these methods by the nonprofits and other organizations they support. You need to know about them in order to be able to compete effectively.
Faye Wightman, formerly of the Vancouver Foundation, talks about the changes with those who contribute to Philanthropy. She also covers the benefits and reasons to use either a Private or Public Foundation.
The YMCA of Greater Cleveland is a nonprofit organization whose mission is to strengthen communities and transform lives. It focuses on youth development, healthy living, and social responsibility. The annual fundraising campaign is important for providing scholarships to those who cannot afford membership or programs, and to fund initiatives like diabetes prevention programs. As staff, everyone has a role to play as ambassadors who can engage members through sharing stories of the YMCA's impact and asking for donations, in order to increase the currently low donation rates of only 1-2% of members. Successful asks involve believing in the cause, having a personal connection, listening to the donor, and making clear how their gift will help others.
This document summarizes a webinar about Tourism Improvement Districts (TIDs). It discusses the growth of TIDs as a funding mechanism for Destination Marketing Organizations. Data from a survey of 88 TIDs nationwide is presented on topics like district formation processes, assessment rates, fund oversight, and the effects of increased promotion funding. Key findings include that over half of TIDs formed in the last 5 years, most assess hotels based on a percentage of revenue, and on average TIDs increased total tourism funding by $1.6 million.
Finance, Fundraising and Technology:Beyond the Bottom LineDavid Harkins
The document summarizes trends in charitable giving in the United States from 1971 to 2002. It shows that total charitable contributions have increased over time, reaching $212 billion in 2001. Individuals contribute the majority of philanthropic donations, with wealthier individuals contributing 67% of the total. The document also discusses best practices for finance leaders at non-profit organizations, including taking a business perspective, providing guidance on planning and budgets, ensuring compliance, and reporting on metrics like forecasting, donor value, and cost of acquisition.
This document provides information about an upcoming fundraising conference on October 20, 2005 in London. The one-day conference will include keynote speeches and workshops on various fundraising topics. Attendees can choose from multiple concurrent workshop sessions on issues like grant funding, tax incentives for donors, fundraising strategies for small charities, and engaging trustees in fundraising. The conference is aimed at fundraising professionals, charity managers, and those new to the field looking to stay up to date on developments in fundraising.
You’ve probably heard about Open Data and Open Government. But have you ever considered the radical idea of Open Philanthropy? What would happen if you applied the principles of open data to philanthropic institutions such as foundations, funders and grant-makers?
In this session you’ll be introduced to three open data initiatives that are doing just that.
Join Jake Hirsch-Allen (Partner, Functional Imperative & Lighthouse Labs) Michael Lenczner (CEO, Ajah and Director, Powered By Data) and Gena Rotstein (CEO and Advisor in Philanthropy - Dexterity Ventures Inc./Place2Give) for an interactive showcase that will answer this question and unpack the benefits of Open Philanthropy for grantmakers, community organizations and donors.
This document provides an introduction to fundraising and development. It discusses key elements of the Petrus model for sustainable development, including developing a strategic case, engaging leadership through boards and advisory councils, and establishing components of an annual giving plan. The document also addresses common challenges in fundraising, the importance of developing a strategic plan, and preparing an effective case for support.
The document provides information about the Great Falls Development Authority (GFDA) in Great Falls, Montana. It summarizes that GFDA is a non-profit economic development organization that provides financing to businesses through various loan programs. It has provided over $194 million in financing to 117 businesses over time, with low delinquency and default rates. GFDA aims to promote business growth, job creation, and economic diversification in its 13-county region through financing and various economic development programs.
Grants are always an in demand commodity. Everyone loves the idea of being able to receive funds to further a mission or program without having to repay those funds. This eagerness is often taken advantage of by individuals and companies who range from slightly unethical to those who are blatantly dishonest and deceitful.
IN THIS SUMMARY
In At the Crossroads, Philip Coltoff examines how not-for-profit organizations can address today’s critical issues in ways that will help redefine their missions and expand their visions. Not-for-profits, because of their size, budgets, and number of employees, are considered the third sector in American life, joined by the for-profit free enterprise system and government. Due to recent social and economical crises, the not-for-profit industry is struggling to provide for its growing number of clients. Coltoff examines the full scope of issues that must be addressed for the not-for-profit industry to grow, meet its obligations, and secure its place in the American social system.
SUBSCRIBE TODAY
http://www.bizsum.com/summaries/crossroads
The document discusses best practices for fundraising, including developing a donor pyramid with different levels of donors, securing diverse revenue streams, and following fundraising principles. It emphasizes the importance of personal solicitation, sequential fundraising by targeting major donors first, and demonstrating value leadership. Successful solicitation involves making your own gift, focusing on impact for beneficiaries rather than money, choosing good prospects, meeting donors in person, properly preparing, making a specific ask, answering questions, and following up with stewardship.
The Ninth Influence: Mick Fleming, ACCEKatie Klein
This document discusses political and social fragmentation as major influences on the future of chambers of commerce and communities. It notes that fragmentation extends beyond national politics and includes divisions at the state, local, and community levels over issues like immigration, education, infrastructure projects, and more. The document also discusses the limitations of government and problems like inefficient data systems, unsustainable pension and budget issues, and the high costs of lobbying and special interests. It argues that chambers must find ways to advocate for policies that improve competitiveness and counter the threats posed by fragmentation and inadequate government through strategies like building issue coalitions, recruiting new leaders, and making noncompliance more costly than compliance.
This document discusses the challenges facing the charitable sector in Canada. It notes that fundraising revenues have only grown 3% in recent years for traditional charities, and total tax receipted giving is just matching pre-recession levels. Participation rates are also declining, with fewer tax filers claiming charitable receipts and fewer Canadians volunteering. This decline is happening as attitudes towards charities are changing, with Canadians rethinking their relationship with the sector. The sector may need to examine its current paradigms and adapt to meet evolving expectations around impact, choice, involvement and social connections.
Michael Krieg, a Wells Fargo technology consultant, raised over $4,000 and coached the brunette team for the Young Professional's Alzheimer's Association of Colorado's (YPAAC) annual flag football game called "Blondes vs Brunettes". Due to his fundraising success, Krieg joined the YPAAC board of directors and helped raise nearly $128,000 total by partnering with the Denver Broncos. While the brunette team lost in the final seconds, Krieg was motivated to support Alzheimer's research after losing his grandfather to the disease and hopes to grow awareness and add more fundraising events each year through YPAAC.
"Philanthropy and a better society" brings together leading CGAP academic experts to discuss the opportunities and challenges for philanthropy under the Big Society umbrella.
It also states that corporate giving is guided by the values of a company’s board and does not necessarily reflect the needs of the local area.
The authors argue that the sector needs to focus on entrepreneurial philanthropy. Charitable start-ups answer specific needs within a community and, as such, have the capacity to grow and develop into strong resources which will help to moderate the individualism that characterises much of today’s charitable giving.
This document summarizes a presentation on tourism improvement districts (TIDs) given at a 2013 CEO forum. It discusses how government tourism funding is being cut and how TIDs can provide stable alternative funding. TIDs involve hotels and other businesses paying an assessment on rooms or sales that is collected by the local government and managed by a destination marketing organization. The document provides examples of successful TIDs across several states that have increased tourism revenues and budgets. It also outlines some challenges in forming TIDs and managing the partnerships between public and private organizations.
This document summarizes key points from a fundraising workshop for nonprofit CEOs. It discusses:
1) The strategic role of fundraising in generating funds, demonstrating support, and ensuring sustainability. Fundraising is crucial at different stages of organizational development.
2) The main sources of philanthropic funds which come from institutions and individuals globally. Individual giving makes up the majority.
3) Why donors give, which includes believing in the cause, making a difference, spiritual fulfillment, and appreciation for being recognized. When donors don't feel appreciated or informed, attrition increases over time.
Valerie Remoquillo-Jenni
Source: STEP Journal, Volume 24, Issue 1
The global philanthropy landscape has changed significantly, due to a new class of donors who are redefining their engagement with wealth and giving – the next-generation givers.
You may also view my comments on this topic at http://familybusinesswiki.ning.com/profiles/blogs/a-big-conversation-for-the-new-philanthropists
An Introduction to Direct Marketing and Legacy FundraisingNICVA
This document provides an overview of Karen Gallagher Consulting and their services related to individual giving and donor retention. They discuss three main areas of focus: supporter acquisition, retention, and development. Their services are aimed at helping non-profits build long-term relationships with donors to increase donations and lifetime value. They also provide information on direct marketing techniques, thank you letters, newsletters, donor events, upgrading donors to regular giving, legacy giving, and analyzing fundraising campaigns.
Mortgage Fraud: A Description and Community Research ResultsAndy Carswell
The following presentation highlights a white-collar crime activity that has flourished within American neighborhoods since the late 1990s and early 2000s. The slide show not only provides a description of mortgage fraud, but also highlights some of the academic research findings by the author over the past five years.
Fundraising from America: A Guide Planned Giving ProgramsAdam Davidson
Does a Charitable Remainder Trust, Beneficiary Designation, Bequest of Shares or Tangible Personal Property, Annuity or Charitable Lead Trust mean anything to you? If it doesn’t spend an hour with us and it will. These are sophisticated giving methods by which you can tempt your highest givers to make larger donations to you. It’s not difficult but it is very common in America and many of your donors will have been offered these methods by the nonprofits and other organizations they support. You need to know about them in order to be able to compete effectively.
Faye Wightman, formerly of the Vancouver Foundation, talks about the changes with those who contribute to Philanthropy. She also covers the benefits and reasons to use either a Private or Public Foundation.
The YMCA of Greater Cleveland is a nonprofit organization whose mission is to strengthen communities and transform lives. It focuses on youth development, healthy living, and social responsibility. The annual fundraising campaign is important for providing scholarships to those who cannot afford membership or programs, and to fund initiatives like diabetes prevention programs. As staff, everyone has a role to play as ambassadors who can engage members through sharing stories of the YMCA's impact and asking for donations, in order to increase the currently low donation rates of only 1-2% of members. Successful asks involve believing in the cause, having a personal connection, listening to the donor, and making clear how their gift will help others.
This document summarizes a webinar about Tourism Improvement Districts (TIDs). It discusses the growth of TIDs as a funding mechanism for Destination Marketing Organizations. Data from a survey of 88 TIDs nationwide is presented on topics like district formation processes, assessment rates, fund oversight, and the effects of increased promotion funding. Key findings include that over half of TIDs formed in the last 5 years, most assess hotels based on a percentage of revenue, and on average TIDs increased total tourism funding by $1.6 million.
Finance, Fundraising and Technology:Beyond the Bottom LineDavid Harkins
The document summarizes trends in charitable giving in the United States from 1971 to 2002. It shows that total charitable contributions have increased over time, reaching $212 billion in 2001. Individuals contribute the majority of philanthropic donations, with wealthier individuals contributing 67% of the total. The document also discusses best practices for finance leaders at non-profit organizations, including taking a business perspective, providing guidance on planning and budgets, ensuring compliance, and reporting on metrics like forecasting, donor value, and cost of acquisition.
This document provides information about an upcoming fundraising conference on October 20, 2005 in London. The one-day conference will include keynote speeches and workshops on various fundraising topics. Attendees can choose from multiple concurrent workshop sessions on issues like grant funding, tax incentives for donors, fundraising strategies for small charities, and engaging trustees in fundraising. The conference is aimed at fundraising professionals, charity managers, and those new to the field looking to stay up to date on developments in fundraising.
You’ve probably heard about Open Data and Open Government. But have you ever considered the radical idea of Open Philanthropy? What would happen if you applied the principles of open data to philanthropic institutions such as foundations, funders and grant-makers?
In this session you’ll be introduced to three open data initiatives that are doing just that.
Join Jake Hirsch-Allen (Partner, Functional Imperative & Lighthouse Labs) Michael Lenczner (CEO, Ajah and Director, Powered By Data) and Gena Rotstein (CEO and Advisor in Philanthropy - Dexterity Ventures Inc./Place2Give) for an interactive showcase that will answer this question and unpack the benefits of Open Philanthropy for grantmakers, community organizations and donors.
Using charity sector data, can we build more sustainable communities and use market forces to drive social change?
This presentation was given as part of a panel at CKX.org Nov. 2014. Also on the panel - AJAH and FLUXX
The document summarizes recommendations for nonprofits during an economic recession based on a study by the Nonprofit Finance Fund of 6,500 mid-sized nonprofits during the 2001 recession. The study found that over 40% of nonprofits reported deficits from 2001-2003 as expenses grew faster than revenues. Recommendations include reviewing cash and investment risks, avoiding unsustainable spending, engaging in contingency planning, diversifying revenue sources, and asking tough questions about programs, finances, and operations.
Frank Mantero, director of corporate citizenship at General Electric, discussed corporate social responsibility (CSR) and it's role in PR and driving business growth.
This document summarizes a presentation given at the Nonprofit Spring Forum on building stable nonprofit strategies in a changing environment. It discusses trends of budget cuts at the federal, state, and local levels that could impact nonprofits. It also notes that philanthropic funding is concentrated and may not offset government cuts. The presentation provides strategies for nonprofits to plan for uncertainty, such as increasing information, engaging stakeholders, evaluating programs and impact, and considering strategic options like advocacy, adapting operations, or partnering with other organizations. The goal is to help nonprofits strengthen their ability to fulfill their missions in a challenging funding environment.
A Corporate Presentation on the Lever Fund Martin Massiah
The Lever Fund was formed in 2014 to invest in programs fighting poverty in the Greater Washington area. It seeks to transform regional philanthropy by providing funding and support to proven programs that significantly improve earning potential for those in need. Its goals are to invest $10 million by 2020 and $50 million by 2025 in opportunities that yield a benefit-cost ratio of at least 10:1. It is inspired by the Robin Hood Foundation model of directing all donations to social programs and uses rigorous evaluation of impact.
This document summarizes the business plan for SproutChange, a peer-to-peer lending platform focused on impact investing. It outlines SproutChange's vision to revolutionize investing by allowing people to earn returns while supporting socially responsible companies in sectors like renewable energy, farming, and healthy living. The plan details SproutChange's target market of millennials, competitive advantages over traditional platforms, and one-year goals to achieve $20 million in assets under management by attracting 20,000 investors. The founders aim to create a global marketplace where investors can directly interact with and support borrowers.
This document discusses economic development finance including the role of private and public sector financing. It outlines different types of business financing like debt, equity, and crowdfunding. Specific financing programs are also summarized like microloan funds, state and federal programs, and revolving loan funds. Case studies are provided of different businesses that received various types of financing.
Navigating Downturn Alley - The PRactice May 2016 issueThe PRactice
The startup environment in India is still positive but there are some signs of trouble in this ‘paradise’. Our 4th Viewpoint Roundtable – Navigating Downturn Alley – was aimed at highlighting ways in which startups can build greater brand relevance in good times in order to make it through the not-so-good ones. But is all this talk of a recession and systemic issues in the startup ecosystem overblown? One of our guest writers explains why she thinks so. We also explore the links between CSR, charity and business cycles through past recessionary data and a conversation with the Bangalore head of a charitable trust.
The document discusses improving funding strategies for NGOs. It recommends a three step process: 1) Analyze current funding sources and capacities, 2) Evaluate funding needs and opportunities, and 3) Develop a plan to pursue new funding paths through short "sprint" workshops. The goal is to move away from traditional project-based funding models and towards more sustainable funding like crowdfunding, corporate partnerships, and membership programs.
The document summarizes an agenda for an Older Investors Summit held by the Insured Retirement Institute (IRI) on May 27, 2015 in New York City. The summit aimed to explore issues facing older investors such as diminished capacity and financial elder abuse. The agenda included panels on topics like retirement planning, understanding issues impacting older investors, regulatory initiatives, best practices for working with older clients, and public policy opportunities. It provided biographies for several speaker panelists.
The document discusses how microfinance institutions (MFIs) can incorporate into capital markets by adopting characteristics that appeal to investors. It argues that if MFIs communicate and operate like businesses seeking investment, they will be better positioned to access larger pools of capital from investors. Specific strategies mentioned include using appropriate financial language, becoming professionally managed commercial entities, and developing investment products tailored to different types of investors. Examples are given of MFIs that have successfully raised funds from capital markets.
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.
Are charities learning from how businesses are tackling issues around trust, reputation and sustainability, does it matter, and if it does, what can they do about it? Our latest report shows nice ways charities can ensure their methods match their mission.
The document discusses benchmarks for evaluating highly effective charities. It outlines key areas to evaluate such as governance and leadership, administrative operations, financial management, community engagement, and program implementation. Specific questions are provided under each area to help assess the charity's effectiveness, including composition of the board, financial policies, community relationships, and ability to measure social impact. The document also provides resources for learning more about strategic philanthropy and how to integrate it with wealth management.
Similar to How to talk to donors about Investing in the Community's Future (20)
We Are Chicago - Endowment Campaign Chicago Community Trustlpomara
This document outlines the timeline and details of a $1 billion endowment campaign conducted by The Chicago Community Trust from 2008-2016. It involved preparing for 7 years through feasibility studies and hiring staff before launching. The campaign had goals of raising $500 million for business as usual and $500 million for endowment. Through solicitation of estate commitments and converting family foundations to donor advised funds, the campaign surpassed its $1 billion goal two years early in 2013 and continued raising funds until concluding in 2015.
Baltimore Community Foundation Endowment Campaignlpomara
The document outlines the organizational structure and campaign model of the Baltimore Community Foundation's endowment campaign. It details the development department staffing, divisions involved in the campaign, challenges faced such as case statement development and volunteer management, opportunities like professional and volunteer development, and how the campaign aims to transform through targeted and deliberate prospecting while focusing on legacy gifts and endowment growth.
The Arizona Endowment Building Institute (AEBI) provides nonprofit organizations in Arizona with education and tools to develop endowment and planned giving programs. Over 15 months, nonprofit teams work with mentors and complete assignments and policies to create an endowment action plan. The program aims to increase current and future gifts to nonprofits' endowments. Nonprofits benefit from AEBI's structure and guidance for long-term fundraising changes. The Arizona Community Foundation runs AEBI to help nonprofits become sustainable and build endowments.
This document summarizes an organizational endowment program established by The Cleveland Foundation. It describes how the foundation works with non-profit partners to establish endowment funds that provide long-term financial stability. The benefits to organizations include leveraging the foundation's expertise in fundraising, investment management, and financial stewardship. Challenges include competition from other endowment providers and increased staff time requirements. The document also provides an example of how the Greater Cleveland Food Bank has benefited from its endowment partnership with the foundation.
This document summarizes strategies for charitable planning for upper-income donors to reduce taxes. It discusses using charitable remainder trusts to avoid capital gains tax when donating appreciated assets and receive a higher annual payout. It also discusses ways to reduce the 3.8% net investment income tax, such as converting investment income that isn't subject to the tax, or shifting income to family or charities not subject to the tax through gifts or charitable vehicles like donor advised funds.
Igniting Advisor and Community Foundation Collaborationslpomara
In every community, there are a very small handful of professional advisors who “get” philanthropy. They are the
raving fans who advise the largest majority of charitable gifts while moving beyond just tools and techniques to the
deeper meaning of impact and systemic change. What if your community foundation could replicate just one of
those advisors... or 10 or 100?
This webinar will discuss how each community can customize a path to deeper and broader advisor collaboration.
Participants will learn:
• Trends of Professional Advisors and Philanthropy
• Current Charitable Advisor Roles
• Community Foundation and Advisor Best Practices
• Landscape of Charitable Advisor Groups
• Extending the Advisor and Community Foundation Conversation
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...lpomara
January 22, 2014 AdNet Webinar: What tools, reports and summary frameworks are you using to report back to your donors? ur works consists of strategic planning sessions, family philanthropy retreats, end-of-year snapshots and nonprofit briefs … how do we most effectively report back to donors so that they fully experience the added value of our community knowledge and philanthropic expertise? Reports and strategy session summaries can take a lot of time and they can waver between the objective and the subjective. Some donors like it brief, like to dig into data, and clearly see a roadmap for progress. Other donors like to understand their values and motivations, understand their relationship to giving, see dynamic visuals, and involve family. If you are interested in learning how some other community foundations are structuring reports and creating consulting summaries, this is a webinar for you. [This webinar is an encore presentation from the 2013 AdNet Conference.] Adnet is the (www.adnetcf.org) premier professional organization for advancement professionals in the community foundation world.
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...
How to talk to donors about Investing in the Community's Future
1. AdNet Conference 2014
HOW TO TALK TO DONORS ABOUT
INVESTING IN THE COMMUNITY’S
FUTURE
October 18, 2014
Kathryn W. Miree
Kathryn W. Miree & Associates, Inc.
P. O. Box 130846
Birmingham, Alabama 35213
205-939-0003
205-939-3781 (fax)
kwmiree@kathrynmireeandassociates.com
www.kathrynmireeandassociates.com