Starting a nonprofit is a noble effort in making community impact at a local, national or global level. Organizational founders bring tremendous vision for programs and services that will fulfill a mission. As many nonprofit leaders find out, there is so much to learn about running a sustainable and successful nonprofit organization. Join Emily Davis to learn about the essential elements of knowledge in running any nonprofit organization. Participants will discuss and learn about resources related to: − Board governance − Fund development − Community outreach − Program design and evaluation − Financial management − Legal structure

1. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
Emily Davis, MNM, CGT
Emily Davis Consulting
February 3rd 2015, 8:00 – 10:00 a.m.
Office hours following by sign up

2. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
TURN ON YOUR TECH

3. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
Name &
Title
Organization
60 seconds or less
1
Question
for Today
Mission
Moment

4. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
A LITTLE ABOUT ME…

5. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent

6. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
WHY NONPROFIT?
• Donations
• Tax exempt
• Feels good!
• Impact
• Appealing
• Everyone’s
doing it
• It’s easy, right?

7. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
WHY NOT TO START A
NONPROFIT
• Saturated market
• Competition for
funding
• More operations
than programs
• No widgets to sell
• Volunteer
development
• Alternative
models

8. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
Legal
Structure
Finances
Fundraising Governance
Human
Resources
Outreach
Program
Design &
Eval

9. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
ORGANIZATIONAL LIFECYCLE

10. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
LEGAL STRUCTURE
• 501(c)3
• 501(c)4
• 501(c)6
• Fiscal
sponsorship
• Volunteer run
• Bylaws
• Registration
• Compliance
• PATRIOT Act

11. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
BOARD GOVERNANCE
MINIMUM BOARD IDEAL BOARD SIZE
TIME TALENT
TREASURE TIES INVEST

12. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
GOVERNANCE
CHECKLIST
• Expectations
• Recruitment
• Retention
• Accountability
• Ensuring
resources
• Evaluation
• Family & friends

13. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
BOARD HATS
Legal Hat
Ambassador
Hat
Volunteer
Hat

14. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
SHARED LEADERSHIP
Board
Leads
Shares values thru policies
that put mission in action
Hires, supports, assesses
ED
Opens funding resources in
community
Oversees financial due
diligence
Recruits & retains new
board members
ED Leads
Develops/ Proposes policy
questions
Hires, supervises, motivates
staff
Develops & implements
programs
Shared
Leadership
Strategic plan
Fundraising plan &
strategies
Evaluations
Prep board meetings

15. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent

16. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
FUND DEVELOPMENT
Diversity
is key
Individuals
Special
events
Foundation
grants
Gov’t
grants
Corporate
sponsorship
Earned
income
Service
clubs

17. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
U.S GIVING BY DONATION TYPE

18. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
U.S GIVING BY INTEREST AREA

19. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
FUNDRAISING ESSENTIALS
Prospect
Identify
CultivateSolicit
Steward

20. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
GIVING PYRAMID
New gifts
Annual donors
Midsize donors
Major donors
Planned
giving

21. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
FINANCIAL MANAGEMENT
• Accounting
• Financial
software
• Budget
• Reserves
• UBIT
• “Overhead”
• Staff
• Equipment
• Supplies
• Make a profit!

22. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
COMMUNITY ENGAGEMENT
Awareness
about service
or giving
Interest in
learning
about service
or giving
Desire to
buy service
from org or
donate
Action when
service
purchased or
donation is
made
*© 2010 Beth Kanter

23. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
WHERE WILL YOU GO?
• Strategy and plan
• Target audiences
• Analog vs. digital
• Identity
statement
• Message map
• Budget
• Measurement

24. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
PROGRAM DESIGN &
EVALUATION
• Logic model
• Strategy screen
• Event-decision
making rubric
• Measurement
strategies
• Evaluate
everything!
• Demonstrate
impact

25. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
HUMAN RESOURCES
• Set up for
success
• Leadership vs.
management
• Job descriptions
• Evaluation
• Value the work
• Incentivize
• Be realistic!

26. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
FOUNDER’S ROLE
• Title
• Not CEO &
President
• Founder’s
Syndrome
• Make yourself
dispensable
• Not about you
• Set them up for
success

27. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
VOLUNTEER DEVELOPMENT
• Always YES
• Wants to help
everyone &
everything
• Caution!
OVER-COMMITTED
• Need lots to
stay engaged
• Don’t let them
sit around
BUSY, BUSY, BUSY
• Verbal &
print
• Use titles &
acknowledg
ment
LIKES RECOGNITION
• Stays focused & on track
• Great for events
• May get discouraged by
others’ lack of support
ORGANIZER
• Lots of ideas for
improvement
• Pair with an Organizer
to keep things moving
CREATIVE

28. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
NEXT STEPS
• Get real
• Budget
• Find the right
people
• Know your value
• Raise money
• Understand the
ecosystem
• Invest
• Reading
• Coaching
• Trainings

29. /emilydavisconsulting /AskEmilyD
@ImpactHubBldr
#nonprofit
#startup
#socent
Emily Davis, MNM
Emily Davis Consulting
(720) 515-0581
emily@emilydavisconsulting.com
emilydavisconsulting.com
emilydavisconsulting.com/blog