When peering into the deep of your donor base, it is critical not to “drown in a sea of opportunity.” There are many types of donors; how do you segment, manage and prioritize your time for a high-quality major gift portfolio? This course will teach participants to understand the passions and interests of individual donors and develop donor plans that meet the donors’ motivations.
The document discusses a presentation on major gifts fundraising. It covers topics like what constitutes major gifts, preparing an organization for major gifts, cultivating major donors, and setting fundraising goals. Graphs and tables are provided on charitable giving statistics in the US. Templates are included for tracking major donor prospects and creating a fundraising plan.
There are more than one and a half million nonprofit organizations in the US, each governed by a volunteer board of directors. While the demand for new board members is consistently high, the reason to join a board has never been more compelling. Nonprofit board service is an excellent way to make a difference, expand your networks, develop new skills, and gain expertise in an area that matters to you. This webinar will introduce participants to the possibilities of board membership and answer the following questions:
1. What does a board member do?
2. Do I fit the profile?
3. How do I find the right board opportunities?
4. How do I join and what should I know before I do?
5. How can I be an awesome board member?
This practical class covers types of foundations and grants, the basics of public and private sector research and grant seeking, checklist of information you'll need for most proposals, and tips and tricks to write an effective grant. By the end of the class, you’ll have the necessary information to research and submit proposals.
Grants as a Fundraising Tool
Are you Ready
Identify Funders
Elements of A Grant
September 2009 Journal Of The Dma Nonprofit FederationRenee Alexander
The article discusses how using premiums effectively in fundraising requires both art and science. Choosing the right premium is important to get mail pieces opened. An effective premium illustrates the organization's mission, relates to donors' interests, and increases donor retention when used throughout a fundraising program. Selecting a premium requires understanding why donors support the organization to identify what will resonate with its particular constituents.
The document is an introduction to collaboration presented by Angela Smith and Michael DiRamio of City Connect Detroit. It defines collaboration as working together with others to achieve a common goal. It outlines the desired outcomes of understanding collaboration, its challenges and opportunities, and how to be an effective collaborator. It also provides examples of collaboratives in Detroit and tips for effective collaboration.
Coaching Nonprofit And Charity Leaders TranscriptTom Floyd
Non-profit and charity leaders often are hailed for the altruistic deeds and missions of their organizations, most of which are largely central to the health and well-being of society.
However, with a continual reliance on fundraising, volunteers or public policy, non-profit leaders face a unique kind of pressure and stress, one where the line between personal and professional lives can more easily get blurred, often leading to burnout and high turnover.
How can coaching help non-profit/charity leaders succeed both professionally and personally?
What are the differences and similarities to coaching a non-profit leader versus a CEO, and what lessons can be learned from the private and public sectors?
Guests
* Bill Bothwell, Partner, Orrick, Herrington & Sutcliffe
* Kathleen Enright, Founding Executive Director, Grantmakers for Effective Organizations
* Martha Lasley, Founding Partner, Leadership That Works
* Don Listwin, Founder and Chairman, Canary Foundation
Summary
According to Giving USA 2005, an annual report focused on the non profit sector, charitable giving rose 5 percent to nearly $250 billion in 2004.
However, some reports including The Charitable Impulse, indicate that typical donors haven’t been receptive to some non profit organizations starting to act like big businesses, and additional data from sources like the January 2006 Harris Interactive Donor Pulse Survey highlight that one-third of U.S. adults have less than positive feelings toward America’s charitable organizations.
What are the challenges facing today’s non profit leaders, and how are these trends impacting them?
Our panel of experts address these questions, and discuss how coaches who work in the non profit sector have been able to help.
This document discusses the importance of civic reach for nonprofit organizations to have influential board members who connect the organization to the communities they serve. It provides examples of how adding prominent civic leaders to boards at the Rochester Area Community Foundation and Make-A-Wish Foundation helped increase their influence and impact. It argues that board members with prestige, local knowledge, and strategic community/worldwide connections are as important as fundraising and governance skills. Having civic reach allows nonprofits to better navigate opportunities for change, attract resources, and scale their operations.
This document summarizes an advisory publication about mission-related investing for foundation trustees. It was produced by Rockefeller Philanthropy Advisors, a nonprofit organization that provides research and advice on philanthropic giving. The publication provides an overview of how foundations can integrate social and environmental considerations into their investment decisions to further their missions. It includes case studies of foundations that have implemented mission-related investing and provides guidance on developing an investment policy and measuring social impact.
The document discusses a presentation on major gifts fundraising. It covers topics like what constitutes major gifts, preparing an organization for major gifts, cultivating major donors, and setting fundraising goals. Graphs and tables are provided on charitable giving statistics in the US. Templates are included for tracking major donor prospects and creating a fundraising plan.
There are more than one and a half million nonprofit organizations in the US, each governed by a volunteer board of directors. While the demand for new board members is consistently high, the reason to join a board has never been more compelling. Nonprofit board service is an excellent way to make a difference, expand your networks, develop new skills, and gain expertise in an area that matters to you. This webinar will introduce participants to the possibilities of board membership and answer the following questions:
1. What does a board member do?
2. Do I fit the profile?
3. How do I find the right board opportunities?
4. How do I join and what should I know before I do?
5. How can I be an awesome board member?
This practical class covers types of foundations and grants, the basics of public and private sector research and grant seeking, checklist of information you'll need for most proposals, and tips and tricks to write an effective grant. By the end of the class, you’ll have the necessary information to research and submit proposals.
Grants as a Fundraising Tool
Are you Ready
Identify Funders
Elements of A Grant
September 2009 Journal Of The Dma Nonprofit FederationRenee Alexander
The article discusses how using premiums effectively in fundraising requires both art and science. Choosing the right premium is important to get mail pieces opened. An effective premium illustrates the organization's mission, relates to donors' interests, and increases donor retention when used throughout a fundraising program. Selecting a premium requires understanding why donors support the organization to identify what will resonate with its particular constituents.
The document is an introduction to collaboration presented by Angela Smith and Michael DiRamio of City Connect Detroit. It defines collaboration as working together with others to achieve a common goal. It outlines the desired outcomes of understanding collaboration, its challenges and opportunities, and how to be an effective collaborator. It also provides examples of collaboratives in Detroit and tips for effective collaboration.
Coaching Nonprofit And Charity Leaders TranscriptTom Floyd
Non-profit and charity leaders often are hailed for the altruistic deeds and missions of their organizations, most of which are largely central to the health and well-being of society.
However, with a continual reliance on fundraising, volunteers or public policy, non-profit leaders face a unique kind of pressure and stress, one where the line between personal and professional lives can more easily get blurred, often leading to burnout and high turnover.
How can coaching help non-profit/charity leaders succeed both professionally and personally?
What are the differences and similarities to coaching a non-profit leader versus a CEO, and what lessons can be learned from the private and public sectors?
Guests
* Bill Bothwell, Partner, Orrick, Herrington & Sutcliffe
* Kathleen Enright, Founding Executive Director, Grantmakers for Effective Organizations
* Martha Lasley, Founding Partner, Leadership That Works
* Don Listwin, Founder and Chairman, Canary Foundation
Summary
According to Giving USA 2005, an annual report focused on the non profit sector, charitable giving rose 5 percent to nearly $250 billion in 2004.
However, some reports including The Charitable Impulse, indicate that typical donors haven’t been receptive to some non profit organizations starting to act like big businesses, and additional data from sources like the January 2006 Harris Interactive Donor Pulse Survey highlight that one-third of U.S. adults have less than positive feelings toward America’s charitable organizations.
What are the challenges facing today’s non profit leaders, and how are these trends impacting them?
Our panel of experts address these questions, and discuss how coaches who work in the non profit sector have been able to help.
This document discusses the importance of civic reach for nonprofit organizations to have influential board members who connect the organization to the communities they serve. It provides examples of how adding prominent civic leaders to boards at the Rochester Area Community Foundation and Make-A-Wish Foundation helped increase their influence and impact. It argues that board members with prestige, local knowledge, and strategic community/worldwide connections are as important as fundraising and governance skills. Having civic reach allows nonprofits to better navigate opportunities for change, attract resources, and scale their operations.
This document summarizes an advisory publication about mission-related investing for foundation trustees. It was produced by Rockefeller Philanthropy Advisors, a nonprofit organization that provides research and advice on philanthropic giving. The publication provides an overview of how foundations can integrate social and environmental considerations into their investment decisions to further their missions. It includes case studies of foundations that have implemented mission-related investing and provides guidance on developing an investment policy and measuring social impact.
Reputation, Career Goals & Business Development: Networking PresentationKelly Hoey
Materials created for the NAWL 2012 Annual Meeting CLE panel "My So‐Called Amazing Law Career: How To Take Your Career from Where? To "There"". Materials focus on building and growing professional networks and reputation, as well as identifying career goals and the networks of relationships which will help you achieve your goals.
The full description of the panel is:
How do I get there? What\'s next for my career? If you are wondering how to leverage your legal training into "what\'s next" ‐ whether that is continuing down the "traditional" legal path and seeking promotion within your firm or seeking advancement within in‐house, academic or government venues; shifting your practice focus or changing directions altogether, this interactive panel discussion will provide insights and strategic career advice on: positioning for career advancement; managing and advancing your current skill sets and acquiring new ones to address changing needs; creating opportunities through professional networks and associations; cultivating mentors and sponsors; acknowledging roadblocks and shifting career paths; utilizing your legal training in non‐traditional ways; and communicating careers shifts and changes to clients and colleagues.
"Strategies That Promote Effective Supports and Mentors include providing mentors, ensuring mentors are available from within and outside the organization, offering travel assistance and accommodations, and providing materials in accessible formats."
Beyond tokenism, true inclusion requires authentic membership, effective supports, deliberate communication, full participation, meaningful contributions, and true influence. When organizations implement inclusive practices that address barriers and promote these six elements, individuals with disabilities can have a genuine impact through their involvement in leadership and decision-making roles like boards of directors.
CISummit 2013: Kristin Cullen, Leveraging Networks in Leadership and Organiza...Steven Wardell
The document discusses how networks can be leveraged in leadership development. It defines three ways networks relate to leadership: as leadership being a social process constructed through networks; leadership occurring within networks as individuals develop an understanding of their network position; and leadership of networks where formal leaders manage organizational networks. Leadership development approaches discussed include building diverse personal networks, managing matrix structures, and developing collaborative communities of leaders through long-term network-focused programs.
This document presents a blended value map that tracks the intersects and opportunities of economic, social, and environmental value creation across various sectors. It acknowledges the convergence of new thought and practices that threaten past ways of investing and venture creation by giving birth to a 21st century vision of blended value. The map was created through contributions from numerous participants in meetings, conversations, and interviews over five months to capture this dynamic field that is beyond any individual or group to fully understand. It provides orientation on blended value concepts and language, then uses the map to explore practitioners and investors across sectors, their common challenges, and opportunities to move beyond cross-sector collaboration towards a vision of value networking to support blended value pursuits internationally.
This document is the spring 2011 issue of the ACEVO network magazine. It features articles on fundraising, finance, leadership, collaboration, and organizational challenges facing non-profits. The trustee's welcome discusses the funding challenges faced by all non-profit CEOs and emphasizes the importance of prioritizing, communicating internally, monitoring funding bids and cash flow, and collaborating with peers for support during difficult times. Other articles provide advice on successful loan applications, impact of economic conditions on investments, employee engagement, evaluating programs, improving NHS relations, adapting to changes in the pension system, and ensuring the public understands the charity sector.
The Power of Social Capital: How To Move Your Business ForwardThe Wooden Hub
Understand the value of developing and managing professional networks to grow and sustain your business.
Understand the factors that underlie highly effective networks.
Examine the roles of reputation management and trust.
Explore how to optimize your professional networks to grow and sustain your business.
The document provides an overview of major gift fundraising, including:
1) Major gifts make up a small percentage of donations but provide the majority of funds, so cultivating major donors is key.
2) Prospect research is important to identify potential major donors and understand their motivations and capacity to give.
3) Cultivation of major donors is an ongoing process of engagement to build understanding and commitment over time before making an ask.
This presentation discusses the importance of networking, especially in times of crisis. It provides some key statistics about unemployment rates and notes that most people network when they need something or are in trouble. However, the presentation advocates networking from a position of strength. It discusses growing one's network by targeting influencers and champions within the network. The presentation emphasizes perceived value and how one is seen by others. It stresses becoming an expert in one's field and having a positive attitude. The overall message is that opportunity plus action equals success, and attendees are encouraged to apply what they've learned and connect with someone new.
The document discusses networking and provides tips to overcome fears and become a better networker. It explains that networking can provide career opportunities, mentors, potential partners, and access to new ideas. The document outlines four levels of networking progression from fear to competence to mastery to leadership. It encourages understanding what is worst that can happen, focusing on benefits, taking action, and getting involved to turn fear into courage when networking.
_Ask With Confidence Workshop Deck - Bloomerang Webinar 9.7.23.pdfBloomerang
This document outlines an approach to fundraising called relationship fundraising. It involves building meaningful relationships with donors over time through a six-step process: 1) prospecting to find potential major donors, 2) verifying their capacity and likelihood to donate, 3) engaging with them to build rapport, 4) making an ask for a specific donation amount, 5) closing the deal to secure the gift, and 6) acknowledging and stewarding the donor relationship going forward. Relationship fundraising focuses on asking the right prospects, for the right amounts, at the right time through personal connections, as opposed to one-time transactional activities like events and grants. Over 70% of donations to US charities come from individuals, so taking the time to build
Peer screening is a technique for prospect researchers to find new potential donors and connections among current donors, board members, and key volunteers. It involves building a list of desired donors and meeting with current supporters to ask if they know anyone on the list or could introduce your organization. This allows you to expand your network through the relationships of trusted insiders. It is important to enter the results into your database and follow up appropriately with any identified leads.
The document provides 11 steps for successful social networking and 6 things to avoid. The key steps are to listen first, share content in social spaces, define desired outcomes and goals, decide if social networking can help achieve goals, borrow tools from social networks, find passionate supporters, think like the Marine Corps by focusing on a few super supporters, start small and simple, have a social media policy, measure results, and plug supporters into your website. Things to avoid include trying to control conversations, having an unstructured wild west approach, only focusing on money, failing to set goals, and quitting when mistakes happen.
COLAL 2011 Top Ten Reasons Information Professionals SucceedRebecca Jones
Presentation to COLAL 2011 (Conference for Ontario Law Associations' Libraries)
The conference for Ontario Law Associations' Libraries is the primary vehicle for continuing education for the library staff in the 48 County and District Law Libraries in Ontario.
The document discusses networking with speakers at conferences to build connections. It notes that speakers are comfortable connecting with strangers, enjoy sharing insights and trends, and are typically well-connected experts in their fields. It provides details on an upcoming AgileDotNet conference, including a list of 20 speakers on various agile topics at different experience levels. It then offers tips for purposeful networking with speakers, such as thanking them, following up with questions, and keeping the focus on them and their work rather than asking for jobs or leads.
Presentation to Grant Writing class at Fairfield University about Prospect Research. Textbook referenced is Achieving Excellence in Fundraising 3rd Edition by
Tempel, Eugene R., Seiler, Timothy L., Aldrich, Eva E., Maehara, Paulette
The document discusses resources for veteran entrepreneurs through Kauffman FastTrac, including its business development programs, networking opportunities, and how military experience can translate to entrepreneurial skills. FastTrac aims to help veterans start and grow successful businesses by fostering an entrepreneurial learning environment and leveraging their leadership abilities and technical training from military service.
Most people believe that creating a successful fundraising database happens through data entry. The reality is that data entry is only useful if the data allows you to get the output you need. This webinar will help define the most effective ways to get your data working for you instead of fighting with you.
Description: A good fundraising pyramid has a strong base of support from many individual donors who give smaller gifts. For many donors, this is their point of entry to your organization. Moving donors up the pyramid through their giving is imperative to building our organizations capacity to grow and serve our communities. Major gift donors are those we reach out to individually, one-on-one. How we do this effectively and based on donor needs.
This interactive session will answer your questions and present how to: Determine who are your potential major donors and how many you can handle effectively, Use electronic screening-if appropriate, Use tools effectively to engage donors from annual giving to major gift giving, Engage the Board in giving and getting, Determine case for support, and Create a cultivation and solicitation plan for each donor.
The document discusses strengths-based community development which focuses on identifying community assets rather than deficiencies. It promotes an approach called the "5 Ds Process" which involves discovering strengths, dreaming of possibilities, designing plans, defining resources, and delivering actions. The approach aims to empower communities by recognizing what they have rather than what they lack.
Networking is about building relationships by focusing on helping others rather than personal gain. An effective networker contributes to others by understanding their needs and providing value through their skills, knowledge, and connections. While success relies on individual effort, it is also dependent on the networks of support that surround a person. Strong, diverse networks provide opportunities, resources, and affiliations that help people achieve their goals. The key to successful networking is to consistently add value to others through acts of service, reciprocity and creating mutually beneficial relationships over time.
Reputation, Career Goals & Business Development: Networking PresentationKelly Hoey
Materials created for the NAWL 2012 Annual Meeting CLE panel "My So‐Called Amazing Law Career: How To Take Your Career from Where? To "There"". Materials focus on building and growing professional networks and reputation, as well as identifying career goals and the networks of relationships which will help you achieve your goals.
The full description of the panel is:
How do I get there? What\'s next for my career? If you are wondering how to leverage your legal training into "what\'s next" ‐ whether that is continuing down the "traditional" legal path and seeking promotion within your firm or seeking advancement within in‐house, academic or government venues; shifting your practice focus or changing directions altogether, this interactive panel discussion will provide insights and strategic career advice on: positioning for career advancement; managing and advancing your current skill sets and acquiring new ones to address changing needs; creating opportunities through professional networks and associations; cultivating mentors and sponsors; acknowledging roadblocks and shifting career paths; utilizing your legal training in non‐traditional ways; and communicating careers shifts and changes to clients and colleagues.
"Strategies That Promote Effective Supports and Mentors include providing mentors, ensuring mentors are available from within and outside the organization, offering travel assistance and accommodations, and providing materials in accessible formats."
Beyond tokenism, true inclusion requires authentic membership, effective supports, deliberate communication, full participation, meaningful contributions, and true influence. When organizations implement inclusive practices that address barriers and promote these six elements, individuals with disabilities can have a genuine impact through their involvement in leadership and decision-making roles like boards of directors.
CISummit 2013: Kristin Cullen, Leveraging Networks in Leadership and Organiza...Steven Wardell
The document discusses how networks can be leveraged in leadership development. It defines three ways networks relate to leadership: as leadership being a social process constructed through networks; leadership occurring within networks as individuals develop an understanding of their network position; and leadership of networks where formal leaders manage organizational networks. Leadership development approaches discussed include building diverse personal networks, managing matrix structures, and developing collaborative communities of leaders through long-term network-focused programs.
This document presents a blended value map that tracks the intersects and opportunities of economic, social, and environmental value creation across various sectors. It acknowledges the convergence of new thought and practices that threaten past ways of investing and venture creation by giving birth to a 21st century vision of blended value. The map was created through contributions from numerous participants in meetings, conversations, and interviews over five months to capture this dynamic field that is beyond any individual or group to fully understand. It provides orientation on blended value concepts and language, then uses the map to explore practitioners and investors across sectors, their common challenges, and opportunities to move beyond cross-sector collaboration towards a vision of value networking to support blended value pursuits internationally.
This document is the spring 2011 issue of the ACEVO network magazine. It features articles on fundraising, finance, leadership, collaboration, and organizational challenges facing non-profits. The trustee's welcome discusses the funding challenges faced by all non-profit CEOs and emphasizes the importance of prioritizing, communicating internally, monitoring funding bids and cash flow, and collaborating with peers for support during difficult times. Other articles provide advice on successful loan applications, impact of economic conditions on investments, employee engagement, evaluating programs, improving NHS relations, adapting to changes in the pension system, and ensuring the public understands the charity sector.
The Power of Social Capital: How To Move Your Business ForwardThe Wooden Hub
Understand the value of developing and managing professional networks to grow and sustain your business.
Understand the factors that underlie highly effective networks.
Examine the roles of reputation management and trust.
Explore how to optimize your professional networks to grow and sustain your business.
The document provides an overview of major gift fundraising, including:
1) Major gifts make up a small percentage of donations but provide the majority of funds, so cultivating major donors is key.
2) Prospect research is important to identify potential major donors and understand their motivations and capacity to give.
3) Cultivation of major donors is an ongoing process of engagement to build understanding and commitment over time before making an ask.
This presentation discusses the importance of networking, especially in times of crisis. It provides some key statistics about unemployment rates and notes that most people network when they need something or are in trouble. However, the presentation advocates networking from a position of strength. It discusses growing one's network by targeting influencers and champions within the network. The presentation emphasizes perceived value and how one is seen by others. It stresses becoming an expert in one's field and having a positive attitude. The overall message is that opportunity plus action equals success, and attendees are encouraged to apply what they've learned and connect with someone new.
The document discusses networking and provides tips to overcome fears and become a better networker. It explains that networking can provide career opportunities, mentors, potential partners, and access to new ideas. The document outlines four levels of networking progression from fear to competence to mastery to leadership. It encourages understanding what is worst that can happen, focusing on benefits, taking action, and getting involved to turn fear into courage when networking.
_Ask With Confidence Workshop Deck - Bloomerang Webinar 9.7.23.pdfBloomerang
This document outlines an approach to fundraising called relationship fundraising. It involves building meaningful relationships with donors over time through a six-step process: 1) prospecting to find potential major donors, 2) verifying their capacity and likelihood to donate, 3) engaging with them to build rapport, 4) making an ask for a specific donation amount, 5) closing the deal to secure the gift, and 6) acknowledging and stewarding the donor relationship going forward. Relationship fundraising focuses on asking the right prospects, for the right amounts, at the right time through personal connections, as opposed to one-time transactional activities like events and grants. Over 70% of donations to US charities come from individuals, so taking the time to build
Peer screening is a technique for prospect researchers to find new potential donors and connections among current donors, board members, and key volunteers. It involves building a list of desired donors and meeting with current supporters to ask if they know anyone on the list or could introduce your organization. This allows you to expand your network through the relationships of trusted insiders. It is important to enter the results into your database and follow up appropriately with any identified leads.
The document provides 11 steps for successful social networking and 6 things to avoid. The key steps are to listen first, share content in social spaces, define desired outcomes and goals, decide if social networking can help achieve goals, borrow tools from social networks, find passionate supporters, think like the Marine Corps by focusing on a few super supporters, start small and simple, have a social media policy, measure results, and plug supporters into your website. Things to avoid include trying to control conversations, having an unstructured wild west approach, only focusing on money, failing to set goals, and quitting when mistakes happen.
COLAL 2011 Top Ten Reasons Information Professionals SucceedRebecca Jones
Presentation to COLAL 2011 (Conference for Ontario Law Associations' Libraries)
The conference for Ontario Law Associations' Libraries is the primary vehicle for continuing education for the library staff in the 48 County and District Law Libraries in Ontario.
The document discusses networking with speakers at conferences to build connections. It notes that speakers are comfortable connecting with strangers, enjoy sharing insights and trends, and are typically well-connected experts in their fields. It provides details on an upcoming AgileDotNet conference, including a list of 20 speakers on various agile topics at different experience levels. It then offers tips for purposeful networking with speakers, such as thanking them, following up with questions, and keeping the focus on them and their work rather than asking for jobs or leads.
Presentation to Grant Writing class at Fairfield University about Prospect Research. Textbook referenced is Achieving Excellence in Fundraising 3rd Edition by
Tempel, Eugene R., Seiler, Timothy L., Aldrich, Eva E., Maehara, Paulette
The document discusses resources for veteran entrepreneurs through Kauffman FastTrac, including its business development programs, networking opportunities, and how military experience can translate to entrepreneurial skills. FastTrac aims to help veterans start and grow successful businesses by fostering an entrepreneurial learning environment and leveraging their leadership abilities and technical training from military service.
Most people believe that creating a successful fundraising database happens through data entry. The reality is that data entry is only useful if the data allows you to get the output you need. This webinar will help define the most effective ways to get your data working for you instead of fighting with you.
Description: A good fundraising pyramid has a strong base of support from many individual donors who give smaller gifts. For many donors, this is their point of entry to your organization. Moving donors up the pyramid through their giving is imperative to building our organizations capacity to grow and serve our communities. Major gift donors are those we reach out to individually, one-on-one. How we do this effectively and based on donor needs.
This interactive session will answer your questions and present how to: Determine who are your potential major donors and how many you can handle effectively, Use electronic screening-if appropriate, Use tools effectively to engage donors from annual giving to major gift giving, Engage the Board in giving and getting, Determine case for support, and Create a cultivation and solicitation plan for each donor.
The document discusses strengths-based community development which focuses on identifying community assets rather than deficiencies. It promotes an approach called the "5 Ds Process" which involves discovering strengths, dreaming of possibilities, designing plans, defining resources, and delivering actions. The approach aims to empower communities by recognizing what they have rather than what they lack.
Networking is about building relationships by focusing on helping others rather than personal gain. An effective networker contributes to others by understanding their needs and providing value through their skills, knowledge, and connections. While success relies on individual effort, it is also dependent on the networks of support that surround a person. Strong, diverse networks provide opportunities, resources, and affiliations that help people achieve their goals. The key to successful networking is to consistently add value to others through acts of service, reciprocity and creating mutually beneficial relationships over time.
Entrepreneurship on the Edges - Penny Lewandowskikphodel
This presentation was part of the Growing Entrepreneurial Communities Summit, a practitioner-focused summit designed to help economic development and small business practitioners effectively create economic growth through entrepreneurship in local communities. The 2018 Summit, subtitled Entrepreneurship on the Edges, focused on providing information and practitioner insight in how to effectively develop disadvantaged urban and rural communities using entrepreneurship-led development strategies.
This document summarizes a webinar about recruiting the best board members for nonprofits. The webinar discusses determining the purpose and responsibilities of board members, identifying what motivates individuals to join boards, and effective strategies for recruiting and selecting qualified candidates. It also covers onboarding new board members and ensuring their successful integration onto the board. The webinar aims to help nonprofits establish high-functioning boards that advance their missions.
My presentation on networks and social media to a group of international managers from multinational organizations as part of IFL training program (www.ifl.se).
Similar to Is that Jed Clampett or James Bond Hiding in Your Database? (20)
This document summarizes a presentation on leadership for a new era in nonprofits. It discusses how leadership needs to change to address today's complex operating environment. Some of the key points made include: leadership must be shared between the board and executive director through a strong partnership; the board needs to become more diverse, strategic, and accountable; and culture and values must be central to the organization. An effective board for the future requires clarifying roles, engaging in learning, and asking big questions about impact and sustainability.
On Today's Menu: Your Successful Grant Proposal4Good.org
How can you whip up a successful grant proposal? You’ll need just the right proportions of research, planning, drafting, and editing. And don’t forget to garnish with tasty feedback and a dash of good timing!
Foundations and corporate funders are always looking for ways to make good investments in your community. To partner with them, you have to show exactly how you can help make that happen!
Webinar participants will get a special discount on Dalya’s award-winning book, "Writing to Make a Difference: 25 Powerful Techniques to Boost Your Community Impact."
Who should attend: This webinar is ideal for: nonprofit directors, staff, board, volunteers, and consultants who help raise money from foundations and corporations; jobseekers are also welcome.
Successfully Outsourcing Your Accounting Function4Good.org
For startup or small nonprofits, hiring the right financial expertise can be challenging. Outsourcing to a qualified firm allows you to focus your efforts on mission and fund raising, can strengthen internal controls and often results in significant improvements in your overall financial management and reporting. The keys to success are to clarify your expectations for outsourcing and identify the right outsourcing partner with whom your organization can build a collaborative relationship.
Inbound Marketing & Millennial Donors: A Perfect Marriage4Good.org
The Millennial Generation does not want direct mail from your nonprofit, nor do they want generic communications. To get to these early donors, 84% of which donate or want to donate online, you'll need to earn it through transformative content that effectively tells the story of your cause.
In this webinar learn how to utilize inbound marketing techniques to attract Millennial donors who live on their smartphones, and to how incentivize their giving to your fundraising efforts.
Building your brand – A practical guide for nonprofit organizations4Good.org
This "brand 101″ session is designed to help nonprofit leadership and board members understand the basic concepts around developing and maintaining a strong brand.
Many entrepreneurs – social, triple bottom line or otherwise – do not avail themselves of all potential capital sources when seeking funding to grow or scale, limiting prospects to cash flow their initiatives. This seminar explores a range of options for funding: external in the marketplace, internal within an organization, new ideas and classics not to overlook.
Most nonprofits involve volunteers in program areas and administrative areas. You might not be aware, however, of the many ways you can involve volunteers in your fundraising activities. This webinar will outline ways you can involve volunteers in fundraising, where to find volunteers, how to recruit them, and how to keep them enthused about your organization.
Could your mission statement describe any of several other organizations that are similar to yours? Do you just haul it out once a year for your annual report and 990? If you’ve been around for many years, you’re clear about your nonprofit’s value to your community, your stakeholders and/or your cause, why bother to revisit your mission statement?
The answers to these questions can make the difference between sustainable success and failure in several ways. Organizations that have a page-long mission statements and think that any effort to review it would be just empty wordsmithing may want to join us for this webinar to see what a rigorously crafted mission statement can do for marketing, fundraising, stakeholder loyalty, strategy, and managing change.
Enter your mission statement in the 4th annual What’s Your Mission? Competition, at http://bit.ly.SyPmission
Takeaways:
Why your mission statement is so important.
Why it’s worth editing your mission statement–and how to do it.
What’s in a good mission statement, and what’s not.
How a good mission statement forms the basis for strategic decisions.
How to measure your performance against your mission statement, and why that’s valuable.
e-Strategy for Your Nonprofit (Cast Your NET, Catch More Fish: Effective Inte...4Good.org
This seminar shows how any nonprofit can develop and execute an Internet strategy to further its mission. We’ll examine how nonprofits are using the Internet, how they’d like to be using the Internet, and how they should be using the Internet (but may be unaware of) – and how to bridge that significant gap easily and quickly. You’ll learn how to drive more traffic to and fundraising through your site. We’ll give specific suggestions on how you can improve your website so it will offer lots for your website visitors to SEE and lots for them to DO.
Key Leadership Factors for Fundraising Success4Good.org
As the CEO of your organization, you are tasked with many things from operations to quality improvement; fundraising is only one of your concerns. But did you know that everything you do affects fundraising? In fact, the most important factor in fundraising success is not the competence of your fundraiser but your own leadership and that of your Board of Trustees. Join Susan Black, CFRE to learn the six key factors for fundraising success that every nonprofit leader needs to know.
Barriers to Change: Understanding Roadblocks to Progress in Organizations and...4Good.org
We all say that we desire change yet, it seems so difficult for it to actually occur. In this webinar, learn more about the barriers to change that keep us from moving forward in our personal, professional and organizational lives.
Nonprofit Blogging Best Practices: Why Your Nonprofit Needs a Blog and How to...4Good.org
Despite the popularity of social media including “micro-blogging” sites like Tumblr and twitter, traditional blogging is still one of the most important tools in your digital marketing arsenal.
Larger nonprofits have been early adopters of blogging, seeing the benefits in increased website traffic, email sign ups and online donations. A consistent, quality blog has been proven to have a direct benefit on marketing and fundraising efforts – so why do so many nonprofits ignore this powerful tool?
The question remains: How can smaller nonprofits get on board with blogging and create a dynamic outlet that grows their supporters and helps them accomplish their goals?
Why are some nonprofits successful at attracting funding while others struggle? How do funders differentiate between the myriad of nonprofits that want their money? How has the process of successfully approaching funders changed? This cutting edge webinar, based on the practical experience of hundreds of successful funding campaigns, examines the fundraising process from the other side of the desk, that of the funders, and illustrates the techniques that work in today’s economic environment, all designed to help you earn Asking Rights™.
Four Great Hormones to Stimulate Well-Being4Good.org
Recent neuroscience research has verified that the well-being that comes from meaningful conversations depends upon four hormones that we have the ability to either stimulate or depress in ourselves and in others. This Webinar will deal with the four and explain their role in personal and interpersonal well-being.
What do you do when someone signs up for your email list or donates to your organization? Do they have to wait until your next “monthly” newsletter to learn more about who you are and what you do? If so, you are missing out on a huge opportunity to engage, inspire and motivate your supporters to take action.
One of the best ways to engage with new subscribers (or new donors for that matter) is to create what is called a “Welcome Series” of emails. These emails are set to automatically be sent to the individual over the course of a few weeks – Day 1 they get an email, day 4 they get another email, day 8 they get yet another email, etc. These emails are designed to introduce yourself and your organization to the individual, as well as show them the impact your organization is having and why they should stay connected.
Sounds like a great idea and something all nonprofits should be doing right? The problem is that most nonprofits are not currently using a Welcome Series and are missing out on this powerful tool. If this includes your organization, then join us for this jam-packed webinar where we highlight a number of successful strategies and tactics you can start using immediately including:
- Why a Welcome Series is so powerful (Its all about the relationship)
- How to create an engaging and compelling Welcome Series
- How and why you should have multiple Welcome Series’ – subscribers, donors, attendees, etc.
- How a Welcome Series can increase your donor retention
On Today's Menu: Your Successful Grant Proposal4Good.org
The document outlines steps for writing a successful grant proposal, including understanding your organization's purposes and priorities, knowing your readers at funding organizations, and refining your messages to appeal to readers. It also provides tips for grant writing such as telling impactful stories, engaging readers emotionally, and focusing on clarity and conciseness. The presentation aims to help non-profits strengthen their grant proposals.
Mission and Leadership: Work Motivation That Strikes a Chord4Good.org
Most organizations have a formalized mission statement. Too often it is merely posted on a wall in the conference room. Often, employees grow cynical and state that the organization’s mission statement is just that: an empty statement. However, other organizations follow a structured process that allows their managers to lead with integrity while using the core principles of mission-driven organizations.
In this extremely practical presentation, that Dr. Eyal Ronen has never shared in the past, he will describe the practical steps to creating a clear mission, vision, and values for the organization. He will also describe the 4 things every leader must do in order to be effective in accomplishing his or her, and the organization’s mission.
Affordable Special Events Data Tracking and Analysis4Good.org
Special events can be complex and in the process of planning a perfect event, details can be missed. Using data to track the ways in which people participated in the event can help you determine what worked, what didn't work and what people are responding to about your event.
Have You Been Sequestered?—Developing Diverse Sources of Revenue4Good.org
Many nonprofits are excessively dependent upon a single type of revenue. The classic example is the organization which is only funded through government contracts or grants. Others may be totally reliant upon one or two private foundations or local corporations. In this webinar, volunteer leaders, agency CEO's and chief development officers will learn the value of diversifying the sources of revenue so as to enhance financial sustainability.
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....Lacey Max
“After being the most listed dog breed in the United States for 31
years in a row, the Labrador Retriever has dropped to second place
in the American Kennel Club's annual survey of the country's most
popular canines. The French Bulldog is the new top dog in the
United States as of 2022. The stylish puppy has ascended the
rankings in rapid time despite having health concerns and limited
color choices.”
Profiles of Iconic Fashion Personalities.pdfTTop Threads
The fashion industry is dynamic and ever-changing, continuously sculpted by trailblazing visionaries who challenge norms and redefine beauty. This document delves into the profiles of some of the most iconic fashion personalities whose impact has left a lasting impression on the industry. From timeless designers to modern-day influencers, each individual has uniquely woven their thread into the rich fabric of fashion history, contributing to its ongoing evolution.
Top 10 Free Accounting and Bookkeeping Apps for Small BusinessesYourLegal Accounting
Maintaining a proper record of your money is important for any business whether it is small or large. It helps you stay one step ahead in the financial race and be aware of your earnings and any tax obligations.
However, managing finances without an entire accounting staff can be challenging for small businesses.
Accounting apps can help with that! They resemble your private money manager.
They organize all of your transactions automatically as soon as you link them to your corporate bank account. Additionally, they are compatible with your phone, allowing you to monitor your finances from anywhere. Cool, right?
Thus, we’ll be looking at several fantastic accounting apps in this blog that will help you develop your business and save time.
The Steadfast and Reliable Bull: Taurus Zodiac Signmy Pandit
Explore the steadfast and reliable nature of the Taurus Zodiac Sign. Discover the personality traits, key dates, and horoscope insights that define the determined and practical Taurus, and learn how their grounded nature makes them the anchor of the zodiac.
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...my Pandit
Explore the fascinating world of the Gemini Zodiac Sign. Discover the unique personality traits, key dates, and horoscope insights of Gemini individuals. Learn how their sociable, communicative nature and boundless curiosity make them the dynamic explorers of the zodiac. Dive into the duality of the Gemini sign and understand their intellectual and adventurous spirit.
Industrial Tech SW: Category Renewal and CreationChristian Dahlen
Every industrial revolution has created a new set of categories and a new set of players.
Multiple new technologies have emerged, but Samsara and C3.ai are only two companies which have gone public so far.
Manufacturing startups constitute the largest pipeline share of unicorns and IPO candidates in the SF Bay Area, and software startups dominate in Germany.
Storytelling is an incredibly valuable tool to share data and information. To get the most impact from stories there are a number of key ingredients. These are based on science and human nature. Using these elements in a story you can deliver information impactfully, ensure action and drive change.
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
Starting a business is like embarking on an unpredictable adventure. It’s a journey filled with highs and lows, victories and defeats. But what if I told you that those setbacks and failures could be the very stepping stones that lead you to fortune? Let’s explore how resilience, adaptability, and strategic thinking can transform adversity into opportunity.
[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This presentation is a curated compilation of PowerPoint diagrams and templates designed to illustrate 20 different digital transformation frameworks and models. These frameworks are based on recent industry trends and best practices, ensuring that the content remains relevant and up-to-date.
Key highlights include Microsoft's Digital Transformation Framework, which focuses on driving innovation and efficiency, and McKinsey's Ten Guiding Principles, which provide strategic insights for successful digital transformation. Additionally, Forrester's framework emphasizes enhancing customer experiences and modernizing IT infrastructure, while IDC's MaturityScape helps assess and develop organizational digital maturity. MIT's framework explores cutting-edge strategies for achieving digital success.
These materials are perfect for enhancing your business or classroom presentations, offering visual aids to supplement your insights. Please note that while comprehensive, these slides are intended as supplementary resources and may not be complete for standalone instructional purposes.
Frameworks/Models included:
Microsoft’s Digital Transformation Framework
McKinsey’s Ten Guiding Principles of Digital Transformation
Forrester’s Digital Transformation Framework
IDC’s Digital Transformation MaturityScape
MIT’s Digital Transformation Framework
Gartner’s Digital Transformation Framework
Accenture’s Digital Strategy & Enterprise Frameworks
Deloitte’s Digital Industrial Transformation Framework
Capgemini’s Digital Transformation Framework
PwC’s Digital Transformation Framework
Cisco’s Digital Transformation Framework
Cognizant’s Digital Transformation Framework
DXC Technology’s Digital Transformation Framework
The BCG Strategy Palette
McKinsey’s Digital Transformation Framework
Digital Transformation Compass
Four Levels of Digital Maturity
Design Thinking Framework
Business Model Canvas
Customer Journey Map
Digital Transformation Frameworks: Driving Digital Excellence
Is that Jed Clampett or James Bond Hiding in Your Database?
1. Is that Jed Clampett or James Bond
Hiding in Your Database?
Daniel Neel & Vicki Claussen
March 13, 2012
A Service
Of: Sponsored by:
2. Protecting and Preserving the www.cjwconsulting.com
Institutional Memories of
Nonprofits Since 1993 (866) 598-0430
info@cjwconsulting.com
A Service
Of: Sponsored by:
4. Today’s Speakers
Daniel Neel Vicki Claussen
President, Director of Partner Relations,
The Fundraising Resource Group The WealthEngine
Assisting with chat questions: Hosting:
April Hunt, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.
A Service
Of: Sponsored by:
15. Capacity
What Would be Helpful to Know
Source of wealth
Real estate holdings
Pension Funds
Public investments
Liquidity events
Philanthropic history
Lifestyle
Who’s Who
Airplane/Yacht The Clampett
Mansion
15
16. Capacity Sources
Comprehensive Data from 30+
Where Can You Find That Info
Personal Business & Philanthropic /
Asset & Income
Demographics Organizations Giving
Acxiom Household D&B – Business Acxiom Household Federal Election
Profiles Profiles Profiles Contributions
Dun & Bradstreet D&B – State Business DataQuick Real Estate State Political
Hoovers Business Registrations LexisNexis Real Estate Donations
Information GuideStar Directors Aircraft Registration – Section 527
Marquis Who’s Who GuideStar Foundations FAA Organization
Reuter’s Market Guide Section 527 Political Boat Owners – Coast Donations
Airmen Certificate – Organizations Guard & State Reg’s Donations to tax
Pilot license Foundation Trustees IRS Pension Holders exempt
Physicians Profiles – Reuter’s Market Guide organizations(IRS
AMA SEC – Insider Stock Section 501 (C)(3))
SSA Master Death (WealthID)
Index
Do Not Mail Registry
18. Capacity
What You Need to Know
An Estimate of what
they could give if
properly inspired.
Next step determine
who can help you
answer “could they be
properly inspired”.
18
20. Access
What Would be Helpful to Know
Relationship to your
organization’s inner
circle
Personal
connections
Business/Foundation
connections
20
21. Access
Where You Can Get the Information
Guidestar Reports
Business Data Bases
Hoover’s
D&B
Market Guide
Personal connections
Links to your Inner Circle
Social Activity
21
22. Find Access:
Circle of Friends
Marsden Family Foundation
Who can open the Leslie Marsden Jean Harding
door… Sam Marsden Wes Marsden
Identify connections
Link to your Inner Circle
Easily track who knows who
Create an invitation list to a Bosley
block party or who should
sit at the table for 8
Corporate Board Hospital Board
Joe Smith Sarah Manson
Jane Brown Charlie
Jennifer Davis Nate Turner
23. Find Access:
Circle of Friends
Who can open the
door… Circle of Friends
Dun & Bradstreet
Company Name Title
Oracle Cable Inc. Coulson, Charles Principal
Oracle Corporation Catz, Safra A President
Daley, Dorian Sr. Vice President-Gen Counsel-Secretary
Epstein, Jeff Chief Financial Officer
Henley, Jeffrey O Chairman Of The Board
Hurd, Mark V Co-President
Phillips, Charles E Chief Financial Officer
Quinlivan, Mark Chief Operating Officer
Wagner, Jan President
Oracle Systems Corporation Catz, Safra A Chief Financial Officer
Phillips, Charles President
Oracle USA Inc. Catz, Safra A Chief Financial Officer
Conway, Craig Principal
Jordan, Ann
Philliips, Charles Co-President
24. Access
What You Need to Know
Who can open the
door?
How do they want
to be approached?
What would most
appeal to them? Charlie
24
26. Relevance
What Would be Helpful to Know
Reasons for giving
Propensity to give
Frequency of giving
Similar organizations
supported
Connection to your
organization
26
27. Relevance
How You Can Get that Information
Other Charitable Giving
Crowd-sourcing
Perusing Annual Reports/
Website
Political giving
Model Likelihood to Give
RFM
Recency
Frequency
Amount of largest or total gifts
Ask
27
31. Finding Capacity, Access and
Relevance Details
Who are the best donors and prospects?
Analytics allows you to draw conclusions and make informed decisions.
What can be learned about these people?
In-depth, contextual information to better understand each prospects.
How to find more prospects just like them?
Leading tools to build a prospect pipeline and thoughtfully expand organizations
reach.
What strategies should be use to reach them?
Customized insight and advice to develop and execute your fundraising strategy
with precision, monitor it’s progress and measure it’s success.
Fully integrated. Scalable. Best in class. Your results
are ready.
32. Analytics: Provides Capacity,
Relevance Access
Transformational insight on donors and prospects so you can
build effective fundraising programs
Identify donors Segment and Use Data to Custom models
with the best prioritize clients drive cultivation to predict giving
ability & database and/or strategy for and determine
propensity to prospect lists each of your the right ask
give donor/prospect
pools
33. Wealth Appends
to Identify the Right Targets
Segment and target donors for every fundraising campaign…
Available with FindWealth 8 So You Can…
Capacity Wealth Insight Scores Extract More Value
Propensity to Give (P2G™)
Analyze Data Faster
Total Assets
Net Worth Fundraise More Cost
Liquidity Effectively
Annual Donations Estimate Enjoy Greater Flexibility
Make More Informed
Wealth Attribute Scores
Decisions
Estimated Giving Capacity
RFM
Planned Giving—Bequest,
Annuity, Trust
Influence
Inclination: Giving
Inclination: Affiliation
Estimated Income
34. Propensity to Give (P2G) Score
Quickly Defines Capacity and Relevance
P2G successfully predicts 80% of major donors so 75% - 85% of your
you can spend less time validating data total giving typically
comes from donors
in the P2G-1 & P2G-2
P2G looks at: 30% - 35% scoring categories
5% - 10%
the predictive value of data sources
45% - 50%
the quality of match to those sources
15% - 25%
the estimated giving capacity
10% - 15%
< 5%
25% - 35%
< 1%
40% - 45%
25% - 30%
35. Custom Analytics to find out who
looks most like the Your Clampetts
Segment and rank order constituent base
Find new prospects that mirror the best donors
Identify new prospects with connections to the donor base
Develop strategies across the fundraising lifecycle
Apply data-driven strategy to all of your fundraising efforts
Planned Giving Annual Fund Likelihood to
Major Gift Model
Model Model Give Model
Next Gift Prospecting
Gift Pyramid Donor 360⁰
Amount Lookalikes
37. And Your Very Own
Ellie Mae
Berkshire Hathaway
Leslie Marsden Wes Marsdte
Sam Marsden Bill Gates
Warren Buffett
Buffett
Corporate Board Bill and Melinda
Joe Smith Gates
Jane Brown
Jennifer Davis
Foundation
Howard Buffett
Warren Buffett
Charlie
Nate Turner
37
39. Prospect Review
What It Is
Confidential conversations with
knowledgeable constituents
Discussion to discover the passions
and interests of prospective donors
Information gathering to prioritize
activities
Summary of all information to
develop donor plans
Validation of donor research
39
40. Prospect Review
What It Is Not
Not a rating
system
Not intrusive
40
41. Prospect Review
What It Does
Identifies prospects
versus “suspects”
Validates the
financial roadmap
Determines
priorities and
actions
Provides direction
41
42. Prospect Review
Validating the Goal
$12 Million Objective
At least one good
prospect for each gift
Preferably a 3:1
Ratio for the Top 10
gifts
Cumulative value of 2
to 3 times the goal
42
48. Planning & Approach
Create Portfolios – Who and How Many
Position % of Time Portfolio #
Director of 60% 50 - 60
Development
Major Gift Officer 100% 75 - 100
CEO 30% 20 - 30
Board Chair 10% 10 - 15
Others as appropriate
Total 155 - 205
48
49. Planning & Approach
Develop Donor Plans: a Donor-Centric Approach
Based on research and review
Match donor passion and
interest
Plan activities
Plan approach
Determine “ask” amount
Document the plan
Ask for the gift
49
51. Alerts for Money in Motion
Be more proactive and respond faster with Alerts…
Notification of a change in liquidity Assets
or financial position
Monitoring of news for a change in
a prospect’s business
NEW Technology Income
Significant Donation
Happenings s
• Alerts on executive management
changes (hiring, firing, promotions,
transfers)
• Alerts on changes in philanthropic
activities (large donations, new
foundation, etc.) Activities
54. Planning & Approach
New Donors/Prospects
Creative, targeted list services that get to the heart
of your ideal prospect. Search for your best
donors/clients and generate a list worthy of
attention.
Expand your reach Build your pipeline Create targeted lists
with Circle of Friends with Prospect with Demographic
Networking Generator Appends
54
55. Identify Look-Alikes:
Prospect Generator
Expand your reach and build your pipeline of prospects…
Find new prospects that meet
the profile of your best donors
• Generate a list of qualified prospects
• Identify key attributes of your best
prospects
• Instantly drill down to get a clearer
picture of their wealth, affinity and
giving
Your Best Donors
• Looking at the test file
• 88% matched in Political
Donations
• 92% have property
• 85% connected to Foundation
• 95% business connections
59. Know Your Donors
Take the Test
I know the characteristics of a prospect
I understand the value of donor research
I can interpret information returned from donor screening
I know what anecdotal prospect review is
I know what anecdotal prospect review is not
I can use prospect research and review to validate financial
goals
I can use donor research and review to develop donor-
centric plans
I know what results to measure
I will not drown in a sea of opportunity
59