This document provides an overview of assessing nonprofit readiness stages for large grants. It discusses the nonprofit landscape, what sustainability means, and defining readiness stages. The stages include plans, capacity, history, programs, and culture. An assessment is provided for readers to determine what stage their nonprofit is at. Suggested initial actions are outlined for each stage. The document concludes with resources for nonprofits to utilize based on their determined stage.
The document provides a checklist of 20 factors that nonprofit organizations should consider to determine how attractive they would be to prospective funders and increase their chances of securing grants. Some of the key items include having Board-approved budgets, financial statements, clear organizational goals and evaluations, a sustainability plan, documentation of community needs, and differentiated programs. While pursuing grants without all items is possible, addressing more factors coupled with a compelling proposal increases the likelihood of winning multiple grants.
An introduction to the acquisition and management of public funding. If you are a non-profit organization or a business and want to be successful with the acquisition of public funding, this is for you. If you have acquired public funding and want to manage it more effectively, this is a good starting point. If you have tried unsuccessfully to acquire public funding, this will ensure your success.
A free grant writing skills course to help you gain immediate know-how and access our database of 2500 organisations to search for grants opportunities. Get help with your grant writing, We also review grant applications.
The BIG SECRET ABOUT FUNDRAISING White Paper _ Sherry Quam Taylor.pdfBloomerang
The document discusses how traditional nonprofit fundraising models often block overall growth and fail to secure the funding needed to fully realize organizations' visions. It argues that the problem lies not with specific elements like boards or campaigns, but with the overall funding model itself. The document promotes adopting a "real financing model" that focuses on cultivating committed individual donors who understand an organization's full financial needs, including overhead, and can provide predictable, unrestricted funding to fuel growth. Three specific pitfalls of traditional models are over-reliance on one source like government grants, an emphasis on transactions over relationship-building, and an inability to represent the true scope of an organization's financial needs.
For our NGOs and International Organizations to not only survive but thrive, we need to change the way we are funded and improve the way we work. We need to manage our organizations better, be more agile, and need to diversify funding to make them more robust.
In this webinar, we reflect on 10 years of transforming non-profits into agile and better-funded changemakers. We identify five essential attributes that have made some MzN partners successful and thrive through times of crisis. We look ahead to see what leaders can do now to create organizations that deliver profound impact and advance in a disrupted world.
This document discusses how NGOs need to adapt to remain effective in a changing environment. It advocates for NGOs to become more agile and robustly funded. Agile organizations can respond faster to disruptions and learn better. NGOs also need diverse, flexible funding so they can scale up where needs arise. The document provides examples of NGOs that diversified funding and used data insights to attract donors. It argues the mindset needed is accepting things that can't change but having courage to change structures and systems to support the strategy.
This document summarizes a presentation about how NGOs need to become more agile and robustly funded to survive ongoing disruptions. It discusses that NGOs must be able to respond and adapt more quickly given accelerating changes like COVID-19, digitalization, and a looming recession. To do so, NGOs need to move away from static structures organized around donor demands and toward more flexible, learning-focused models using data and collaboration. Examples are given of NGOs that diversified funding and prioritized data to gain strategic opportunities. The presentation argues that NGOs must have the courage to change aspects within their control to ensure the right funding, structures, and mindsets for future impact.
This document provides an overview of a fundraising fundamentals course. The agenda includes introductions, exercises on existing fundraising plans, lectures on fundraising cycles and techniques like grants, major gifts, social media, and special events. Course outcomes focus on developing skills in areas like fundraising programs, income sources, budgeting, storytelling, and technology planning. The document then provides content on various fundraising topics including introductions, statements of purpose, fundraising plans, grant proposals, individual and major gifts, social media, and special events.
The document provides a checklist of 20 factors that nonprofit organizations should consider to determine how attractive they would be to prospective funders and increase their chances of securing grants. Some of the key items include having Board-approved budgets, financial statements, clear organizational goals and evaluations, a sustainability plan, documentation of community needs, and differentiated programs. While pursuing grants without all items is possible, addressing more factors coupled with a compelling proposal increases the likelihood of winning multiple grants.
An introduction to the acquisition and management of public funding. If you are a non-profit organization or a business and want to be successful with the acquisition of public funding, this is for you. If you have acquired public funding and want to manage it more effectively, this is a good starting point. If you have tried unsuccessfully to acquire public funding, this will ensure your success.
A free grant writing skills course to help you gain immediate know-how and access our database of 2500 organisations to search for grants opportunities. Get help with your grant writing, We also review grant applications.
The BIG SECRET ABOUT FUNDRAISING White Paper _ Sherry Quam Taylor.pdfBloomerang
The document discusses how traditional nonprofit fundraising models often block overall growth and fail to secure the funding needed to fully realize organizations' visions. It argues that the problem lies not with specific elements like boards or campaigns, but with the overall funding model itself. The document promotes adopting a "real financing model" that focuses on cultivating committed individual donors who understand an organization's full financial needs, including overhead, and can provide predictable, unrestricted funding to fuel growth. Three specific pitfalls of traditional models are over-reliance on one source like government grants, an emphasis on transactions over relationship-building, and an inability to represent the true scope of an organization's financial needs.
For our NGOs and International Organizations to not only survive but thrive, we need to change the way we are funded and improve the way we work. We need to manage our organizations better, be more agile, and need to diversify funding to make them more robust.
In this webinar, we reflect on 10 years of transforming non-profits into agile and better-funded changemakers. We identify five essential attributes that have made some MzN partners successful and thrive through times of crisis. We look ahead to see what leaders can do now to create organizations that deliver profound impact and advance in a disrupted world.
This document discusses how NGOs need to adapt to remain effective in a changing environment. It advocates for NGOs to become more agile and robustly funded. Agile organizations can respond faster to disruptions and learn better. NGOs also need diverse, flexible funding so they can scale up where needs arise. The document provides examples of NGOs that diversified funding and used data insights to attract donors. It argues the mindset needed is accepting things that can't change but having courage to change structures and systems to support the strategy.
This document summarizes a presentation about how NGOs need to become more agile and robustly funded to survive ongoing disruptions. It discusses that NGOs must be able to respond and adapt more quickly given accelerating changes like COVID-19, digitalization, and a looming recession. To do so, NGOs need to move away from static structures organized around donor demands and toward more flexible, learning-focused models using data and collaboration. Examples are given of NGOs that diversified funding and prioritized data to gain strategic opportunities. The presentation argues that NGOs must have the courage to change aspects within their control to ensure the right funding, structures, and mindsets for future impact.
This document provides an overview of a fundraising fundamentals course. The agenda includes introductions, exercises on existing fundraising plans, lectures on fundraising cycles and techniques like grants, major gifts, social media, and special events. Course outcomes focus on developing skills in areas like fundraising programs, income sources, budgeting, storytelling, and technology planning. The document then provides content on various fundraising topics including introductions, statements of purpose, fundraising plans, grant proposals, individual and major gifts, social media, and special events.
The document provides guidance on effective fundraising strategies and techniques. It outlines the five "I's of Fundraising": Investigate, Inform, Interest, Involve, and Invest. It also provides tips for researching prospective donors, tailoring proposals to specific funders, and increasing the likelihood of a successful fundraising request. The overall message is that thorough preparation, research, and customization are key to turning fundraising suspects into prospects.
The document provides guidance on developing an effective fundraising strategy, outlining key components of crafting a compelling case for support including sharing your vision and solution, establishing urgency, and explaining your action plan. It also analyzes different fundraising options based on factors like time scale, risk, potential income, and cost to assess the best portfolio for an organization. Recommendations are made to tailor a fundraising plan based on an organization's specifics and external environment.
As we're going through the economic stress caused by the ongoing pandemic outbreak, many nonprofits and startups will feel the economic hit, as foundations, corporations, and investors significantly reduce their donations, endowments, and investments.
This deck gives valuable insights on how to build a fund searching strategy for better results, and develop a winning grant proposal.
Who will benefit:
Nonprofits
Startups
Beginners in grant writing
Academic researchers
This document outlines tips and strategies for new nonprofit development directors to have success in their first 100 days on the job. It discusses establishing an effective organizational culture through educating board and staff on fundraising best practices, gathering key documents to understand the organization's fundraising history and performance, and conducting one-on-one meetings with staff and volunteers to understand their perspectives and the organization's strengths and opportunities. The goal is for new directors to quickly develop a results-driven fundraising plan to maximize their impact in the early days on the job.
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 provides guidance on effective fundraising. It outlines five key aspects of fundraising: investigate, inform, interest, involve, and invest. It then discusses turning suspects into prospects through in-depth research and preparation. Tips are provided such as tailoring appeals to funders, stating needs clearly with budgets, offering follow ups, and planning proposals with unique selling points and human interest. Researching donors and getting beyond the wastepaper bin with thorough planning is emphasized.
This document provides an overview and instructions for starting a successful nonprofit organization. It discusses defining nonprofits, conducting a needs assessment, developing a mission statement and branding. It also covers creating a business plan, policies and procedures, legal filings, fundraising strategies, board development, using social media and connecting with other organizations in the community. The instructor has over 20 years of experience in the nonprofit sector and guides students through each step of launching a nonprofit.
This document discusses how NGOs need to become more agile and robustly funded to adapt to ongoing disruptions. It recommends that NGOs conduct a zero-based analysis of their funding needs, diversify their funding sources, and restructure their organizations to be more flexible and data-driven. Agile strategies that emphasize learning, collaboration, and removing bottlenecks will help NGOs better respond to changes and scale their impact. The mindset of accepting what cannot be changed and having the courage to change what can will be important for navigating ongoing uncertainties.
The document provides an overview of fundraising and resource development for non-profit organizations. It discusses the importance of strategic planning, developing budgets, researching potential donors, and creating a case statement to articulate the organization's mission and goals. The document also outlines best practices for fundraising activities like writing letters, conducting individual solicitations, and developing supplemental sources of income. The overall message is that non-profits need a variety of "tools" and fundraising strategies to effectively raise the resources needed to achieve their mission.
This presentation will walk you through the basics of grant writing, from researching funders to signing the gift agreement.
Presented on April 6, 2011 by Victoria Lebron at Teachers College Columbia University's Gottesman libraries in Russell Hall.
The pressures of running a business while looking for funding causes many founders to underestimate the importance of creating a clear fundraising strategy. You don’t want to waste your time seeking capital without a clear timeline and plan. In this workshop, the experienced investors and entrepreneurs will guide you on how to best prepare, plan and execute a strategy that’s best suited to your business.
This workshop will also address the specifics of what it means to raise capital as a female founder and provide practical tips, checklists, templates and interactive exercises so you can start applying these to your company and Own Your Raise.
Key topics addressed include:
What’s the landscape of raising money for female founders?
What does raising capital mean for me and for my business?
Is my company ready to raise?
How much should I raise?
What’s the process and timeline of raising from angels/VCs?
How can I best prepare to raise my first outside capital?
How do I figure out and understand who the right investors are for my company?
How can I best align running my company and running a fundraising round?
What are the resources out there that can help me fundraise?
By attending this workshop, you will:
Understand what raising outside capital means for you and your business
Have a clear understanding of how to create a fundraising strategy that makes sense for you and for your company
Learn about resources to help you fundraise
Get checklists and templates for planning and executing your raise
Get access to the slides & recording
Please note that this is a woman-only event. Use of “women” & “female” is inclusive of and welcomes trans women, nonbinary folks, and anyone who identifies with womxnhood in any way that is significant to them.
Grantseeking Solo: Securing Awards with Limited StaffTechSoup
Cynthia Adams, CEO of GrantStation, presented strategies for small nonprofits to secure grant funding with limited staff. She emphasized establishing an efficient in-house process, building a grantseeking team of volunteers, and curating partnerships. Her presentation provided tips for adopting a consistent research and application process, recruiting skilled volunteers, and managing a collaborative team. She also discussed the benefits of fiscal sponsors and strategic partnerships for expanding funding opportunities. The overall message was that small nonprofits can keep their grant pipeline full by organizing efficient systems and leveraging available resources.
7 Steps to Getting Grant Funding (Slides)Bloomerang
https://bloomerang.co/resources/webinars/
Margit Brazda Poirier, GPC, M.S. will share the exact seven steps that helped her raise over $20MM in grant funding for her clients so that you can do it too!
A Foundation Grants program is the base of every philanthropy program. An organization constructs its case for support which acts as the main commercial for the organization. Prospect research, planning and communications are also discussing in this presentation.
Building a Better Grants Strategy Post-COVIDBloomerang
https://bloomerang.co/resources/webinars/
Whether you are new to grants, and re-evaluating how your organization seeks out grant funding, Rachel Wener will go through what you need to know to become more grant ready.
The document provides guidance for developing a fund development plan for nonprofit organizations and DEC grantees. It discusses establishing fund development responsibilities and oversight structures. A key part is developing a multi-year fund development plan that identifies goals, strategies, budgets and timelines. The plan should be based on assessing organizational strengths/weaknesses and the external funding environment. A variety of fundraising strategies are explored, from events and direct mail to online giving. Tracking results and revising the plan annually is also recommended. The document emphasizes establishing relationships with current and prospective donors as the most effective way to raise funds.
This document provides an overview of Charity Navigator's Leadership & Adaptability Beacon methodology and scoring criteria. It discusses key leadership practices like vision, mission, strategy, and adaptability. Charity Navigator evaluates whether nonprofits have a vision statement, mission statement, and strategic plan. It also looks at investment in leadership development and external mobilization for mission. Adaptability is scored based on an example of how an organization adapted to external changes. The goal is to help nonprofits understand these best practices to improve performance.
This document provides an overview of Charity Navigator's Leadership & Adaptability Beacon methodology and scoring criteria. It discusses key leadership practices like vision, mission, strategy, and adaptability. Charity Navigator evaluates whether nonprofits have a vision statement, mission statement, and strategic plan. It also looks at investment in leadership development and external resource mobilization. Adaptability is scored based on an example of how an organization adapted to external changes. The goal is to help nonprofits understand these best practices to improve performance.
Michele R. Berard, MBA, CFRE lecture for 5/4/11 class - Nonprofits & Philanthropy at Rhode Island College. Contains fundamentals of fundraising, ethics, and establishing your professional brand.
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.
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The document provides guidance on effective fundraising strategies and techniques. It outlines the five "I's of Fundraising": Investigate, Inform, Interest, Involve, and Invest. It also provides tips for researching prospective donors, tailoring proposals to specific funders, and increasing the likelihood of a successful fundraising request. The overall message is that thorough preparation, research, and customization are key to turning fundraising suspects into prospects.
The document provides guidance on developing an effective fundraising strategy, outlining key components of crafting a compelling case for support including sharing your vision and solution, establishing urgency, and explaining your action plan. It also analyzes different fundraising options based on factors like time scale, risk, potential income, and cost to assess the best portfolio for an organization. Recommendations are made to tailor a fundraising plan based on an organization's specifics and external environment.
As we're going through the economic stress caused by the ongoing pandemic outbreak, many nonprofits and startups will feel the economic hit, as foundations, corporations, and investors significantly reduce their donations, endowments, and investments.
This deck gives valuable insights on how to build a fund searching strategy for better results, and develop a winning grant proposal.
Who will benefit:
Nonprofits
Startups
Beginners in grant writing
Academic researchers
This document outlines tips and strategies for new nonprofit development directors to have success in their first 100 days on the job. It discusses establishing an effective organizational culture through educating board and staff on fundraising best practices, gathering key documents to understand the organization's fundraising history and performance, and conducting one-on-one meetings with staff and volunteers to understand their perspectives and the organization's strengths and opportunities. The goal is for new directors to quickly develop a results-driven fundraising plan to maximize their impact in the early days on the job.
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 provides guidance on effective fundraising. It outlines five key aspects of fundraising: investigate, inform, interest, involve, and invest. It then discusses turning suspects into prospects through in-depth research and preparation. Tips are provided such as tailoring appeals to funders, stating needs clearly with budgets, offering follow ups, and planning proposals with unique selling points and human interest. Researching donors and getting beyond the wastepaper bin with thorough planning is emphasized.
This document provides an overview and instructions for starting a successful nonprofit organization. It discusses defining nonprofits, conducting a needs assessment, developing a mission statement and branding. It also covers creating a business plan, policies and procedures, legal filings, fundraising strategies, board development, using social media and connecting with other organizations in the community. The instructor has over 20 years of experience in the nonprofit sector and guides students through each step of launching a nonprofit.
This document discusses how NGOs need to become more agile and robustly funded to adapt to ongoing disruptions. It recommends that NGOs conduct a zero-based analysis of their funding needs, diversify their funding sources, and restructure their organizations to be more flexible and data-driven. Agile strategies that emphasize learning, collaboration, and removing bottlenecks will help NGOs better respond to changes and scale their impact. The mindset of accepting what cannot be changed and having the courage to change what can will be important for navigating ongoing uncertainties.
The document provides an overview of fundraising and resource development for non-profit organizations. It discusses the importance of strategic planning, developing budgets, researching potential donors, and creating a case statement to articulate the organization's mission and goals. The document also outlines best practices for fundraising activities like writing letters, conducting individual solicitations, and developing supplemental sources of income. The overall message is that non-profits need a variety of "tools" and fundraising strategies to effectively raise the resources needed to achieve their mission.
This presentation will walk you through the basics of grant writing, from researching funders to signing the gift agreement.
Presented on April 6, 2011 by Victoria Lebron at Teachers College Columbia University's Gottesman libraries in Russell Hall.
The pressures of running a business while looking for funding causes many founders to underestimate the importance of creating a clear fundraising strategy. You don’t want to waste your time seeking capital without a clear timeline and plan. In this workshop, the experienced investors and entrepreneurs will guide you on how to best prepare, plan and execute a strategy that’s best suited to your business.
This workshop will also address the specifics of what it means to raise capital as a female founder and provide practical tips, checklists, templates and interactive exercises so you can start applying these to your company and Own Your Raise.
Key topics addressed include:
What’s the landscape of raising money for female founders?
What does raising capital mean for me and for my business?
Is my company ready to raise?
How much should I raise?
What’s the process and timeline of raising from angels/VCs?
How can I best prepare to raise my first outside capital?
How do I figure out and understand who the right investors are for my company?
How can I best align running my company and running a fundraising round?
What are the resources out there that can help me fundraise?
By attending this workshop, you will:
Understand what raising outside capital means for you and your business
Have a clear understanding of how to create a fundraising strategy that makes sense for you and for your company
Learn about resources to help you fundraise
Get checklists and templates for planning and executing your raise
Get access to the slides & recording
Please note that this is a woman-only event. Use of “women” & “female” is inclusive of and welcomes trans women, nonbinary folks, and anyone who identifies with womxnhood in any way that is significant to them.
Grantseeking Solo: Securing Awards with Limited StaffTechSoup
Cynthia Adams, CEO of GrantStation, presented strategies for small nonprofits to secure grant funding with limited staff. She emphasized establishing an efficient in-house process, building a grantseeking team of volunteers, and curating partnerships. Her presentation provided tips for adopting a consistent research and application process, recruiting skilled volunteers, and managing a collaborative team. She also discussed the benefits of fiscal sponsors and strategic partnerships for expanding funding opportunities. The overall message was that small nonprofits can keep their grant pipeline full by organizing efficient systems and leveraging available resources.
7 Steps to Getting Grant Funding (Slides)Bloomerang
https://bloomerang.co/resources/webinars/
Margit Brazda Poirier, GPC, M.S. will share the exact seven steps that helped her raise over $20MM in grant funding for her clients so that you can do it too!
A Foundation Grants program is the base of every philanthropy program. An organization constructs its case for support which acts as the main commercial for the organization. Prospect research, planning and communications are also discussing in this presentation.
Building a Better Grants Strategy Post-COVIDBloomerang
https://bloomerang.co/resources/webinars/
Whether you are new to grants, and re-evaluating how your organization seeks out grant funding, Rachel Wener will go through what you need to know to become more grant ready.
The document provides guidance for developing a fund development plan for nonprofit organizations and DEC grantees. It discusses establishing fund development responsibilities and oversight structures. A key part is developing a multi-year fund development plan that identifies goals, strategies, budgets and timelines. The plan should be based on assessing organizational strengths/weaknesses and the external funding environment. A variety of fundraising strategies are explored, from events and direct mail to online giving. Tracking results and revising the plan annually is also recommended. The document emphasizes establishing relationships with current and prospective donors as the most effective way to raise funds.
This document provides an overview of Charity Navigator's Leadership & Adaptability Beacon methodology and scoring criteria. It discusses key leadership practices like vision, mission, strategy, and adaptability. Charity Navigator evaluates whether nonprofits have a vision statement, mission statement, and strategic plan. It also looks at investment in leadership development and external mobilization for mission. Adaptability is scored based on an example of how an organization adapted to external changes. The goal is to help nonprofits understand these best practices to improve performance.
This document provides an overview of Charity Navigator's Leadership & Adaptability Beacon methodology and scoring criteria. It discusses key leadership practices like vision, mission, strategy, and adaptability. Charity Navigator evaluates whether nonprofits have a vision statement, mission statement, and strategic plan. It also looks at investment in leadership development and external resource mobilization. Adaptability is scored based on an example of how an organization adapted to external changes. The goal is to help nonprofits understand these best practices to improve performance.
Michele R. Berard, MBA, CFRE lecture for 5/4/11 class - Nonprofits & Philanthropy at Rhode Island College. Contains fundamentals of fundraising, ethics, and establishing your professional brand.
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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.
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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.
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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.
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8. So, I became obsessed
Just to ask -
What is the real
cause behind
non-profit failure?
Started a non-profit
consulting business
Persued a Doctor of Education
In Organizational Change
9. What we will NOT cover today
WHY non-profits fail
10. What we WILL cover today
1. A brief overview of the non-profit landscape
2. WHAT is real sustainability
3. WHAT is a readiness stage & WHY knowing your stage is
critical to success
4. HOW to assess your non-profits stage
5. HOW to apply this stage to your work moving forward
A real conversation about the funding level your non-profit is truly ready to apply for,
and how to grow that capacity in 2023.
11. Learning objectives
1. Awareness of the condition of the non-profit landscape
2. Knowledge of what is needed by an organization to apply for high
levels of funding
3. Assessment of where your organization and programs fall on a
scale of readiness to apply
4. Understanding of select steps needed to increase stages
5. Sharing of the resources available for your organization to
advance in next steps to apply
13. How much funding is really out there?
Over 100,000 Foundations and Public sector funders offer grants to non-profit
organizations
26 grant-making agencies in the US federal government grant sector. Federal
grants are reported as the largest award source.
The top three grant making foundations are the Bill & Melinda Gates Foundation,
the Ford Foundation, and the Lilly Endowment. These three foundations combine
to a value of over $60 billion in investment assets (P&I).
Corporations represent 17% of non-governmental grant funding (Grant Station).
In 2020, over $470 billion was given in grants in the United States;
and it just keeps growing
14. How are non-profits doing amidst
ALL that funding?
50% of nonprofits fail in the first year
30% of nonprofits fail to exist after 10 years
49% of non-profits are operating without a strategic plan
67% of leaders are planning to leave their position within
five years (with limited to no succession planning).
*National Center on Charitable Statistics (see additional references below)
15. Average size of non-profit
“The vast majority of the non-profit sector is comprised of small organizations,
with almost nine out of 10 spending less than $500,000 annually.”
Less than
10%
16. What it takes to apply for grants
A foundation grant may take between 15-20 hours to complete,
while typical federal grants might run up to or over 100 hours to
complete (Charity Science).
The grant writing average success rate is only about 1 in 10 grant
proposals is considered (Professional Grant Writer).
Larger foundations funding more than $10 million annually have
lower application success rates than smaller foundations (under $1
million). This is due to the applicant pools being significantly larger
for the larger funding opportunities (Candid).
17. FUNDERS
Brief profile of a funder that offers
million dollar + grants
BUSY
Get around 1,000+ applications per month
Do not think you are special – this process
is VERY, VERY competitive
If you wanted to get into Harvard - how hard would you need to prepare?
*Note – TODAY, this also applies to smaller size grants
21. What sustainability IS and IS NOT
IS IS NOT
Organizational plans - complete and
frequently applied
Fundable because “your mission will do
good”
Proven, written, historical capacity to do
the level of work you are proposing
“Believe me, we can do this”
Programs with written goals, metrics, and
outcome plans
“These activities should result in
something, but we are not really tracking”
Known and connected in the funding
comunities
“We will stand out because we are
unique”
Diverse funding portfolio
- Grants
- Individual/ Major donors
- Corporate funders
- Events, etc.
1 or 2 types of funders
(this includes founders & parent
organizations)
24. What is a readiness stage?
Where your
organization stands
against key questions
funders ask when
reviewing your
capacity as an
organization to receive
funding.
25. STAGE 1 = PLANS
STAGE 2 = CAPACITY
STAGE 3 = HISTORY
STAGE 4 = PROGRAM
STAGE 5 = CULTURE
Do others internally support
your work?
What shows this program is
needed?
What shows you have done
the work before?
What shows you have the
elements in place to do the
work?
What functional plans do you
have in place that show you
are structured and planned?
The Assessment Building Blocks
Based on the key questions funders ask when they review your organization
26. The Complete Readiness Staging
Assessment
Contains
Over 200
Metrics
Evidence
Based
Partnered
with major
university
funder
Tested with
over 25
organizations
31. STAGE 1 = PLANS
1. Do you have a strategic plan with exceptionally
clear mission, vision, goals?
2. Do you match all program development to your
strategic plan?
3. If I asked someone who knew nothing about your
work to look at your website, could they very easily
tell me your organizational goals?
4. Do you have a fundraising plan that tells you
exactly why and for what you will be asking a
funder to give you money?
1 5
32. STAGE 2 = CAPACITY
1. Has your organization been around for at
least 3 years?
2. Has your organization managed funding in
excess of 500K?
3. Do you have at least 2 subject matter
experts (SME’s) on staff with advanced
degrees directly working on your
programs?
4. Do you have one document ready that tells
me all about the key leaders in your
organization?
1 5
33. STAGE 3 = HISTORY
1. Have you been funded by at least 2 very
well-known large funders (Gates,
Bloomberg, Ford Weinberg, etc.)?
2. Do you have at least 5 program related
partnerships with other highly credible
organizations?
3. Do you have written and signed MOUs with
all of these organizations?
4. Do you have a complete audited 990?
1 5
34. STAGE 4 = PROGRAM
1. Do you have thorough, documented evidence that this
program fills a proven societal gap?
2. Does the program have a clear, intentional, fully
described in writing target audience?
3. Do you currently have at least one person that will
dedicate 100% time to this program?
4. Does the program have clearly listed SMART - short,
intermediate and long-term goals written on paper (ideally
in the form of a logic model)?
For this assessment – Focus on only 1 Program
1 5
35. STAGE 5 = CULTURE
1. Does your leadership and board feel it is within
their scope of work/ duties to open doors and
make connections for your programs to get
funding?
2. Does your leadership team meet with you at least
one time per month to define a plan to connect
with funding prospects?
3. Do you meet with your board at least quarterly to
discuss outreach to funder connections?
4. Do other units, divisions, teams within the
organization advocate and market this program to
funders?
1 5
36. DETERMINING YOUR STAGE
Tally your scores for each level (each level from 1-20)
Tally your total score (from 1 to 100)
STAGE Possible scores Description
1 1-20 Pre-Contemplation
2 21-40 Contemplation
No score of 1 or 2 on ANY question to go above this level
3 41-60 Preparation
4 61-80 Action
5 81-100 Maintenance
37. Your Stage is NOT
A one size fits all
Exceptions DO exist
If your organization has “silent” organizational
issues that precede these questions –
those must first be addressed
MY GOAL = TO GET YOU TO PAUSE & RETHINK
39. STOP DOING THIS!
PUT IN TONS OF HOURS APPLYING TO
GET MONEY
TRY TO
EXPLAIN TO
DONOR WHAT
WE DID WITH
MONEY
FIGURE OUT WHAT TO DO WITH MONEY
HOPE WE KNOW WHAT TO DO WITH
MONEY IF WE GET IT
PUT IN TONS
OF HOURS &
MONEY
APPLYING TO
GET MONEY
THEN FIGURE
OUT WHAT TO
DO WITH
MONEY IF
YOU GET IT
HOPE THE
PROGRAM
KNOWS WHAT
TO DO WITH
MONEY IF
THEY GET IT
TRY TO
EXPLAIN TO
THE DONOR
WHAT YOU
DID WITH THE
MONEY
START OVER/
LOOK FOR A
NEW FUNDER
40. ALSO STOP DOING THIS!
PUT IN TONS OF HOURS APPLYING TO
GET MONEY
TRY TO
EXPLAIN TO
DONOR WHAT
WE DID WITH
MONEY
FIGURE OUT WHAT TO DO WITH MONEY
HOPE WE KNOW WHAT TO DO WITH
MONEY IF WE GET IT
PUT IN TONS
OF HOURS &
MONEY
APPLYING TO
GET MONEY
DENIED
DO MORE
RESEARCH
ON “ALIGNED”
FUNDERS
PUT IN TONS
OF HOURS &
MONEY
APPLYING TO
GET MONEY
DENIED
42. Believe in a process
(based on stages of change model)
PUT IN TONS OF HOURS APPLYING TO
GET MONEY
TRY TO
EXPLAIN TO
DONOR WHAT
WE DID WITH
MONEY
HOPE WE KNOW WHAT TO DO WITH
MONEY IF WE GET IT
Applying for a million-dollar grant takes extreme preparation and time
43. UNDERSTANDING YOUR STAGE
STAGE Definition Description
1 Pre-Contemplation Not yet acknowledged there is a problem/ Denial.
2 Contemplation Acknowledging that there is a problem. Not yet ready
or sure of wanting to make a change
3 Preparation Getting ready to change
4 Action Changing behavior
5 Maintenance Maintaining the behavior change
**Stage 6 = Relapse -- Returning to older behaviours and abandoning the new changes
44. INITIAL ACTIONS TO CONSIDER
STAGE Initial actions to consider
1 Gather data defining need
Determine risks for not making changes
2 Gather models and evidence of successful program
development
Recruit high level champions to support process
45. INITIAL ACTIONS TO CONSIDER
STAGE Initial actions to consider
3 Conduct assessment meeting with leadership to outline key gaps
Gather organizational and program document needs
4 Fill determined gaps
Create clear, targeted communications materials
Focus on building community (creating supportive partnerships, etc.)
Establish strong relationships with funding community
46. INITIAL ACTIONS TO CONSIDER
STAGE Initial actions to consider
5 Create regular schedule of meetings and discussions to revisit reason for
change
Collectively review materials and determine needed updates quarterly
Fundraising calendar with regularly scheduled funder engagements &
applications
47. Consider this change
Instead of asking;
“Does my
organization want
a million-dollar
grant?”
Consider asking;
”How can my
organization
prepare for
a million-dollar
grant?”
49. Stage 1 & 2 Resources
STAGE Initial actions to
consider
Resources
1 Gather data defining need
Determine risks for not
making changes
Tracy S. Ebarb (2019). Nonprofits Fail. Seven
reasons why. National Association of Nonprofit
Organizations & Executives (NANOE) -
https://nanoe.org/nonprofits-fail/
Pitman, Mark (2018). Wake up call report. The
Concord Leadership Group LLC -
https://concordleadershipgroup.com/report/
2 Gather models and
evidence of successful
program development
Recruit high level
champions to support
process
Non-profit program development basics -
https://www.capterra.com/resources/a-guide-to-
nonprofit-program-development/
Champion recruitment -
https://resources.kindest.com/how-to-get-your-
champions-involved-with-your-non-profit/
50. Stage 3 & 4 Resources
STAGE Initial actions to consider Resources
3 Conduct assessment meeting with
leadership to outline key gaps
Gather organizational and program
document needs
Gap Analysis development -
https://www.clearpointstrategy.com/gap-
analysis-template/
https://www.forbes.com/advisor/business/gap-
analysis-template/
4 Fill determined gaps
Create clear, targeted
communications materials
Focus on building community
(creating supportive partnerships,
etc.)
Establish strong relationships with
funding community
10 standard sections of a grant application =
1. Needs & Problem Statement
2. Organizational capacity
3. Current programs & activities
4. Target populations served
5. Partnerships
6. Program design/ Work plan
7. Measurable outcomes and goals
8. Management/ Key Personnel
9. Evaluation plan
10. Budget and Budget narrative
Community partnership development -
https://publications.jsi.com/JSIInternet/Inc/Com
mon/_download_pub.cfm?id=14333&lid=3
51. Stage 5 Resources
STAGE Initial actions to
consider
Resources
5 Create regular schedule of
meetings and discussions to
revisit reason for change
Collectively review materials and
determine needed updates
quarterly
Fundraising calendar with
regularly scheduled funder
engagements & applications
Foundation Directory -
https://fconline.foundationcenter.org
Instrumental - https://www.instrumentl.com
Granthub - https://www.granthubonline.com
Community Foundations -
https://www.cof.org/community-foundation-
locator
Grants.gov - https://www.grants.gov
Recue plan funding -
https://www.naco.org/resources/featured/america
n-rescue-plan-act-funding-breakdown
How to develop a logic models -
http://toolkit.pellinstitute.org/evaluation-
guide/plan-budget/use-a-logic-model-in-
evaluation/
https://www.youtube.com/watch?v=4dIav79Pi78
52. “Never doubt that a small group of thoughtful committed citizens can change the world:
indeed, it’s the only thing that ever has.”
― Margaret Mead
53.
54. References/ Sources:
https://www.forbes.com/sites/ianaltman/2016/03/20/half-of-nonprofits-are-setup-to-fail-how-
about-your-favorite/?sh=68cb93a84619
http://fortune.com/2017/06/27/startup-advice-data-failure/
https://www.bls.gov/bdm/us_age_naics_00_table7.txt
https://concordleadershipgroup.com/approach/research/
https://smallbiztrends.com/2019/03/startup-statistics-small-business.html
https://givingusa.org/about/faq/
Pitman, Mark (2018). Wake up call report. The Concord Leadership Group LLC
Ebarb, T., 2019
Tracy S. Ebarb (2019). Nonprofits Fail. Seven reasons why. National Association of Nonprofit
Organizations & Executives (NANOE)
Sargeant, Adrian & Day, Harriet (2018). A Study of Nonprofit Leadership in the US and Its
Impending Crisis. Plymouth University.
https://www.instrumentl.com/blog/grant-statistics-and-trends
https://www.cpe.vt.edu/gttc/presentations/8eStagesofChange.pdf