A compendium of techniques for raising funds for not for profit organizations. Covers such topics as board organization, networking, PR, Social media, events and other techniques. For the starter not-for-profit board or board member.
The document provides an overview of fundraising strategies for non-profits, including individual giving, foundation and corporate grants, and legal considerations. It recommends developing a multi-channel fundraising program involving individuals, foundations, events, and online giving in addition to sponsorships. While some challenges in fundraising exist due to the economic climate, the document encourages non-profits to focus on cultivating donors and creating compelling cases for support that highlight their mission and impact. Proper thanking and engagement of donors and board members is also emphasized.
The document discusses various strategies for fundraising for non-profit organizations. It covers reasons for fundraising like survival and reducing dependency. It outlines key motivations for donors including social participation, tax benefits, and marketing. The document then discusses principles of fundraising like establishing personal connections, understanding the donor's perspective, and saying thank you. It provides tips for different fundraising methods such as writing project proposals, direct marketing, social media, online fundraising, events, and corporate and individual donations. The focus is on practical fundraising strategies and tactics for the voluntary sector.
Note: This slideshare is of Version 1.0 published in 2015, Version 2.0 was published in 2021.
The first version was published on a free-but-donate, effectively on the basis that you made a donation to Resurgo Spear if you enjoyed it. In that spirit, it will continue to be freely available (although some of the examples are now dated). v2.0, the latest version of the book, is available at: https://fundraisingfieldguide.com It has many more updated examples, content, and references.
The Fundraising Field Guide was written to help early-stage tech startup founders decipher and navigate the fundraising process. It is based on a collection of blog posts published on my site thedrawingboard.me and has been published using Reedsy, a marketplace for self-publishers to connect with an online community of editors, illustrators and marketers. The book provides an overview of the common challenges experienced by entrepreneurs when going through the funding process.
I hope you enjoy it!
This document provides guidance on fundraising strategies for Democratic campaigns and organizations. It outlines who to ask for donations, including everyone from family and friends to colleagues and like-minded groups. Contributions can come from all income levels. The document then discusses various fundraising methods such as phone banking, events, direct mail, and online fundraising. It emphasizes building relationships with donors and always expressing gratitude. An effective fundraising plan with specific goals and resources is also recommended.
CEOs and boards of non-profit organisations can add great value to the fundraising process but many are unsure what their role is and how to get started.
These slides which follow show some of the messages we use in our seminars with CEOs and Boards.
first presentation in fund raising topic Doha Ashraf
1) Fundraising is about raising money from people, not just funds. It is important for exposure, gaining more supporters who can help in the future, and increasing profits.
2) Sources of funds include in-kind donations, grants, online fundraising, and planned donations for specific projects which carry some risk.
3) Good qualifications for a fundraiser include having a good appearance, being able to solve problems through wise and careful thinking while listening more than talking, giving important details at the end, finding something to share, and having a nice smile.
Grants are always an in demand commodity. Everyone loves the idea of being able to receive funds to further a mission or program without having to repay those funds. This eagerness is often taken advantage of by individuals and companies who range from slightly unethical to those who are blatantly dishonest and deceitful.
The document provides an agenda for a workshop on online fundraising hosted by Kelly Kurz of GlobalGiving. The agenda covers introductions, an overview of online fundraising and its importance, how to create an organizational identity and market it online, identifying and maximizing networks, and how to join the GlobalGiving platform. Attendees are guided through building an online fundraising campaign and using tools on the GlobalGiving platform.
The document provides an overview of fundraising strategies for non-profits, including individual giving, foundation and corporate grants, and legal considerations. It recommends developing a multi-channel fundraising program involving individuals, foundations, events, and online giving in addition to sponsorships. While some challenges in fundraising exist due to the economic climate, the document encourages non-profits to focus on cultivating donors and creating compelling cases for support that highlight their mission and impact. Proper thanking and engagement of donors and board members is also emphasized.
The document discusses various strategies for fundraising for non-profit organizations. It covers reasons for fundraising like survival and reducing dependency. It outlines key motivations for donors including social participation, tax benefits, and marketing. The document then discusses principles of fundraising like establishing personal connections, understanding the donor's perspective, and saying thank you. It provides tips for different fundraising methods such as writing project proposals, direct marketing, social media, online fundraising, events, and corporate and individual donations. The focus is on practical fundraising strategies and tactics for the voluntary sector.
Note: This slideshare is of Version 1.0 published in 2015, Version 2.0 was published in 2021.
The first version was published on a free-but-donate, effectively on the basis that you made a donation to Resurgo Spear if you enjoyed it. In that spirit, it will continue to be freely available (although some of the examples are now dated). v2.0, the latest version of the book, is available at: https://fundraisingfieldguide.com It has many more updated examples, content, and references.
The Fundraising Field Guide was written to help early-stage tech startup founders decipher and navigate the fundraising process. It is based on a collection of blog posts published on my site thedrawingboard.me and has been published using Reedsy, a marketplace for self-publishers to connect with an online community of editors, illustrators and marketers. The book provides an overview of the common challenges experienced by entrepreneurs when going through the funding process.
I hope you enjoy it!
This document provides guidance on fundraising strategies for Democratic campaigns and organizations. It outlines who to ask for donations, including everyone from family and friends to colleagues and like-minded groups. Contributions can come from all income levels. The document then discusses various fundraising methods such as phone banking, events, direct mail, and online fundraising. It emphasizes building relationships with donors and always expressing gratitude. An effective fundraising plan with specific goals and resources is also recommended.
CEOs and boards of non-profit organisations can add great value to the fundraising process but many are unsure what their role is and how to get started.
These slides which follow show some of the messages we use in our seminars with CEOs and Boards.
first presentation in fund raising topic Doha Ashraf
1) Fundraising is about raising money from people, not just funds. It is important for exposure, gaining more supporters who can help in the future, and increasing profits.
2) Sources of funds include in-kind donations, grants, online fundraising, and planned donations for specific projects which carry some risk.
3) Good qualifications for a fundraiser include having a good appearance, being able to solve problems through wise and careful thinking while listening more than talking, giving important details at the end, finding something to share, and having a nice smile.
Grants are always an in demand commodity. Everyone loves the idea of being able to receive funds to further a mission or program without having to repay those funds. This eagerness is often taken advantage of by individuals and companies who range from slightly unethical to those who are blatantly dishonest and deceitful.
The document provides an agenda for a workshop on online fundraising hosted by Kelly Kurz of GlobalGiving. The agenda covers introductions, an overview of online fundraising and its importance, how to create an organizational identity and market it online, identifying and maximizing networks, and how to join the GlobalGiving platform. Attendees are guided through building an online fundraising campaign and using tools on the GlobalGiving platform.
Nmp 650 e-portfolio assignment 2 - a gouldAthenaJG
This document discusses the importance of relationship building, communication, and getting your philanthropic message out. It emphasizes that relationships are the core of philanthropy and outlines "sins" to avoid like separating fundraising from philanthropy or treating giving as only a financial transaction. The development cycle of cultivating donors and only asking when they are ready is discussed. Mechanisms for communicating your message like direct mail, newsletters and websites are presented. The document stresses listening to donors and putting them at the center of fundraising efforts through a strategic communications plan.
Preparing corporate sponsorship requests requires thorough research and alignment. [1] Know your organization's mission and project details. [2] Research potential sponsor corporations to find a good fit between their priorities and your work. [3] Highlight synergies between your work and the corporation's activities and values to demonstrate alignment. Relationships are key, so connect through existing contacts and invite participation to build rapport over time.
Planned giving involves major gifts made by donors through their estate planning, such as real estate, life insurance, or retirement plans, that allow donors to make larger gifts than possible through regular donations alone. It is a highly effective but misunderstood approach for non-profits to pursue. Planned giving establishes stronger long-term relationships with donors and can increase both annual and future planned gifts. Non-profits should treat fundraising like running a business with both immediate and long-term goals in mind. Approaching donors about planned giving requires patience but can result in gifts 200-300 times larger than a donor's typical donation.
C Gallegos Regional Philanthropy Conference Sept 2015 v2cristinainger
Cristina Gallegos gave a presentation on understanding what foundations want and effectively raising money from them. She explained that foundations are social investors and provided tips for non-profits to attract their funding. Some key points included differentiating your approach from your goals, rethinking proposals to focus on genuine connections over just submissions, understanding what motivates and discourages funders, and shifting one's paradigm to leverage existing resources and partnerships rather than focusing solely on raising new funds. Her overall message was that foundations want to feel inspired by an organization's impact and authenticly connected to its work.
This document introduces Charitable.org, a platform that aims to accelerate philanthropy in India by connecting donors, volunteers, NGOs, and causes. It notes that while India sees growing philanthropic efforts, the impact is below average due to lack of credibility of organizations, awareness among donors, and collaboration. Charitable.org seeks to address these issues by becoming a centralized hub where stakeholders can connect and work together more effectively to make a real impact on society. The platform charges minimal commissions on larger donations to support website maintenance and promotion. It projects rapid growth in NGO membership and funds raised over the next five years.
Grassroots organizations should be owned by the communities they serve through diverse monetary and non-monetary support from community members. While ownership is important, true social change requires addressing the root causes of issues like disenfranchisement and poverty. Fundraising requires understanding the purpose of building relationships rather than just raising money, using effective strategies like diversifying funding sources, and having board members and others help with fundraising asks rather than relying solely on paid staff.
Fundamentals of fundraising & fundraising strategiesPradeep Panda
The document provides an overview of fundamentals and strategies for fundraising for non-governmental organizations (NGOs). It discusses available sources of funds including individuals, corporates, institutions, events, and earned incomes. It defines fundraising and resource mobilization. It outlines what can be donated to NGOs including manpower, materials, money, and time. It explains why NGOs need money and how they differ from corporates. The document also discusses preparing organizations for fundraising, elements of effective fundraising proposals, and the future of fundraising moving increasingly online.
The document provides guidance on creating effective grant proposals in 7 key steps:
1) Have confidence in your ability to complete the project and empathize with funders.
2) Develop a clear vision that aligns with funder missions and identifies shared values.
3) Generate ideas by leveraging partnerships and existing relationships.
4) Include thorough details addressing all requirements and submission guidelines.
5) Plan timelines that allow for revisions and submit proposals well before deadlines.
6) Carefully review and revise all elements to eliminate errors.
7) Identify funding sources that are a strong match and communicate tangible impacts.
This 10-step document provides a guide for creating a comprehensive fundraising development plan. It instructs to gather past fundraising data, analyze strategies, evaluate internal and external factors, identify fundraising teams, set goals, plan activities and timelines, include details for each strategy, evaluate progress, and ensure group ownership of the plan. The goal is to set both strategic and financial goals to promote growth, prevent crisis fundraising, and proactively manage priorities and resources.
This is a series of Capacity Building documents that was prepared by the Sudanese Youth Leadership Development Program.
هذه مجموعة من المقالات في مجالات تدريبية متعددة مناسبة للجمعيات الطوعية تم تطويرها بين عامي 2003-2008 للبرنامج السوداني لإعداد القيادات الشبابية
This document discusses fundraising and development for non-profit organizations like libraries. It explains that non-profits establish foundations to collect and distribute funds from donations. Libraries use foundations to receive private funding through donations from individuals, corporations, grants, and fundraising events. Effective fundraising requires identifying donor prospects, cultivating relationships over many years, and moving donors to increased giving levels through membership programs and major gifts. Research on potential donors is crucial to successful fundraising.
This presentation will provide an overview of the basics of corporate giving and sponsorships, as well as insider tips on building a strong corporate giving/sponsorship program. The presenters will also discuss how corporate donors’ expectations have changed in a post-recession world, and what these changes/trends mean for corporate fundraising strategies.
Learning Objectives:
• How to research foundations/corporations to find the perfect match
• The initial meeting—who do you bring, what do you say, how do you follow-up
• Maintaining relationships—it’s more than the next ask
Volunteer fundraising – how you can get involved. Sara Wilcox, Volunteer Fundraising Manager, and Anna Roberts,
Volunteer Fundraising Manager, talk about fundraising at the Muscular Dystrophy Campaign National Conference 2011.
This document provides guidance and information for board members on fundraising. It discusses identifying prospective donors and qualifying potential gifts. The stages of cultivating donors including educating them and building relationships are covered. Techniques for soliciting asks such as role playing practice sessions are presented. The importance of stewarding donors after their gift is emphasized. Board members are encouraged to set annual fundraising goals and create plans for prospects they will focus on.
This document provides an agenda and materials for a presentation on fundraising from the perspective of a former fundraiser. The presentation covers building relationships with funders, communicating to catch funders' attention, and solidifying relationships. The agenda includes discussing how to build rapport with funders through tactics like knowing the audience, utilizing employee advocates, and sending thank you notes. It also covers telling an organization's story through crafting key messages, identifying what makes the organization unique, and including individual success stories. The presentation concludes with ways to maintain strong donor relationships such as providing added value, being honest, and demonstrating financial accountability. Group discussions are included to discuss best practices and lessons learned. The overall summary is that the document outlines a presentation for non
This document discusses strategies for relationship-based fundraising for community development organizations. It outlines how funding for low-income services has shifted from private philanthropy to government grants over time. A strong board that can provide access to various donor groups and incentives is key to fundraising success. Maintaining continuity of fundraising efforts and good stewardship of donations are also important. Targeting local businesses, clubs, congregations and individual donors from the community can help develop flexible funding sources.
The document provides guidelines for corporate giving programs. It discusses why corporations should engage in philanthropic activities and the benefits these activities provide to both external and internal stakeholders. It outlines important considerations for corporate giving strategies such as aligning donations with corporate mission and values, targeting causes important to customers, and giving locally or globally. The document also describes different models for structuring corporate giving programs and details key elements that effective written guidelines should contain such as defining eligibility, application processes, and review procedures. The overall aim of the guidelines is to help companies maximize benefits to society and their business through strategic, well-managed philanthropic activities.
Fundraising is critical for nonprofits to raise money to fund programs and missions. Effective fundraising requires developing a comprehensive plan with goals and timelines that identifies various funding sources like events, grants, donations and online campaigns. It is important to evaluate fundraising efforts to determine successes and areas for improvement. Organizations should work to build fundraising expertise through training and resources to effectively implement strategies to support their work.
The document provides an overview of developing a fundraising plan, including assessing existing resources, determining financial targets, identifying prospective donors, and developing solicitation tools. It emphasizes the importance of thorough research and having clear financial goals in order to create an effective fundraising plan.
Fundraising for a campaign can be scary. Learn about the basics of fundraising to help get over your fear.
Learn and do. Run for office with Progressive Majority's help: http://www.progressivemajority.org/run-office
Nmp 650 e-portfolio assignment 2 - a gouldAthenaJG
This document discusses the importance of relationship building, communication, and getting your philanthropic message out. It emphasizes that relationships are the core of philanthropy and outlines "sins" to avoid like separating fundraising from philanthropy or treating giving as only a financial transaction. The development cycle of cultivating donors and only asking when they are ready is discussed. Mechanisms for communicating your message like direct mail, newsletters and websites are presented. The document stresses listening to donors and putting them at the center of fundraising efforts through a strategic communications plan.
Preparing corporate sponsorship requests requires thorough research and alignment. [1] Know your organization's mission and project details. [2] Research potential sponsor corporations to find a good fit between their priorities and your work. [3] Highlight synergies between your work and the corporation's activities and values to demonstrate alignment. Relationships are key, so connect through existing contacts and invite participation to build rapport over time.
Planned giving involves major gifts made by donors through their estate planning, such as real estate, life insurance, or retirement plans, that allow donors to make larger gifts than possible through regular donations alone. It is a highly effective but misunderstood approach for non-profits to pursue. Planned giving establishes stronger long-term relationships with donors and can increase both annual and future planned gifts. Non-profits should treat fundraising like running a business with both immediate and long-term goals in mind. Approaching donors about planned giving requires patience but can result in gifts 200-300 times larger than a donor's typical donation.
C Gallegos Regional Philanthropy Conference Sept 2015 v2cristinainger
Cristina Gallegos gave a presentation on understanding what foundations want and effectively raising money from them. She explained that foundations are social investors and provided tips for non-profits to attract their funding. Some key points included differentiating your approach from your goals, rethinking proposals to focus on genuine connections over just submissions, understanding what motivates and discourages funders, and shifting one's paradigm to leverage existing resources and partnerships rather than focusing solely on raising new funds. Her overall message was that foundations want to feel inspired by an organization's impact and authenticly connected to its work.
This document introduces Charitable.org, a platform that aims to accelerate philanthropy in India by connecting donors, volunteers, NGOs, and causes. It notes that while India sees growing philanthropic efforts, the impact is below average due to lack of credibility of organizations, awareness among donors, and collaboration. Charitable.org seeks to address these issues by becoming a centralized hub where stakeholders can connect and work together more effectively to make a real impact on society. The platform charges minimal commissions on larger donations to support website maintenance and promotion. It projects rapid growth in NGO membership and funds raised over the next five years.
Grassroots organizations should be owned by the communities they serve through diverse monetary and non-monetary support from community members. While ownership is important, true social change requires addressing the root causes of issues like disenfranchisement and poverty. Fundraising requires understanding the purpose of building relationships rather than just raising money, using effective strategies like diversifying funding sources, and having board members and others help with fundraising asks rather than relying solely on paid staff.
Fundamentals of fundraising & fundraising strategiesPradeep Panda
The document provides an overview of fundamentals and strategies for fundraising for non-governmental organizations (NGOs). It discusses available sources of funds including individuals, corporates, institutions, events, and earned incomes. It defines fundraising and resource mobilization. It outlines what can be donated to NGOs including manpower, materials, money, and time. It explains why NGOs need money and how they differ from corporates. The document also discusses preparing organizations for fundraising, elements of effective fundraising proposals, and the future of fundraising moving increasingly online.
The document provides guidance on creating effective grant proposals in 7 key steps:
1) Have confidence in your ability to complete the project and empathize with funders.
2) Develop a clear vision that aligns with funder missions and identifies shared values.
3) Generate ideas by leveraging partnerships and existing relationships.
4) Include thorough details addressing all requirements and submission guidelines.
5) Plan timelines that allow for revisions and submit proposals well before deadlines.
6) Carefully review and revise all elements to eliminate errors.
7) Identify funding sources that are a strong match and communicate tangible impacts.
This 10-step document provides a guide for creating a comprehensive fundraising development plan. It instructs to gather past fundraising data, analyze strategies, evaluate internal and external factors, identify fundraising teams, set goals, plan activities and timelines, include details for each strategy, evaluate progress, and ensure group ownership of the plan. The goal is to set both strategic and financial goals to promote growth, prevent crisis fundraising, and proactively manage priorities and resources.
This is a series of Capacity Building documents that was prepared by the Sudanese Youth Leadership Development Program.
هذه مجموعة من المقالات في مجالات تدريبية متعددة مناسبة للجمعيات الطوعية تم تطويرها بين عامي 2003-2008 للبرنامج السوداني لإعداد القيادات الشبابية
This document discusses fundraising and development for non-profit organizations like libraries. It explains that non-profits establish foundations to collect and distribute funds from donations. Libraries use foundations to receive private funding through donations from individuals, corporations, grants, and fundraising events. Effective fundraising requires identifying donor prospects, cultivating relationships over many years, and moving donors to increased giving levels through membership programs and major gifts. Research on potential donors is crucial to successful fundraising.
This presentation will provide an overview of the basics of corporate giving and sponsorships, as well as insider tips on building a strong corporate giving/sponsorship program. The presenters will also discuss how corporate donors’ expectations have changed in a post-recession world, and what these changes/trends mean for corporate fundraising strategies.
Learning Objectives:
• How to research foundations/corporations to find the perfect match
• The initial meeting—who do you bring, what do you say, how do you follow-up
• Maintaining relationships—it’s more than the next ask
Volunteer fundraising – how you can get involved. Sara Wilcox, Volunteer Fundraising Manager, and Anna Roberts,
Volunteer Fundraising Manager, talk about fundraising at the Muscular Dystrophy Campaign National Conference 2011.
This document provides guidance and information for board members on fundraising. It discusses identifying prospective donors and qualifying potential gifts. The stages of cultivating donors including educating them and building relationships are covered. Techniques for soliciting asks such as role playing practice sessions are presented. The importance of stewarding donors after their gift is emphasized. Board members are encouraged to set annual fundraising goals and create plans for prospects they will focus on.
This document provides an agenda and materials for a presentation on fundraising from the perspective of a former fundraiser. The presentation covers building relationships with funders, communicating to catch funders' attention, and solidifying relationships. The agenda includes discussing how to build rapport with funders through tactics like knowing the audience, utilizing employee advocates, and sending thank you notes. It also covers telling an organization's story through crafting key messages, identifying what makes the organization unique, and including individual success stories. The presentation concludes with ways to maintain strong donor relationships such as providing added value, being honest, and demonstrating financial accountability. Group discussions are included to discuss best practices and lessons learned. The overall summary is that the document outlines a presentation for non
This document discusses strategies for relationship-based fundraising for community development organizations. It outlines how funding for low-income services has shifted from private philanthropy to government grants over time. A strong board that can provide access to various donor groups and incentives is key to fundraising success. Maintaining continuity of fundraising efforts and good stewardship of donations are also important. Targeting local businesses, clubs, congregations and individual donors from the community can help develop flexible funding sources.
The document provides guidelines for corporate giving programs. It discusses why corporations should engage in philanthropic activities and the benefits these activities provide to both external and internal stakeholders. It outlines important considerations for corporate giving strategies such as aligning donations with corporate mission and values, targeting causes important to customers, and giving locally or globally. The document also describes different models for structuring corporate giving programs and details key elements that effective written guidelines should contain such as defining eligibility, application processes, and review procedures. The overall aim of the guidelines is to help companies maximize benefits to society and their business through strategic, well-managed philanthropic activities.
Fundraising is critical for nonprofits to raise money to fund programs and missions. Effective fundraising requires developing a comprehensive plan with goals and timelines that identifies various funding sources like events, grants, donations and online campaigns. It is important to evaluate fundraising efforts to determine successes and areas for improvement. Organizations should work to build fundraising expertise through training and resources to effectively implement strategies to support their work.
The document provides an overview of developing a fundraising plan, including assessing existing resources, determining financial targets, identifying prospective donors, and developing solicitation tools. It emphasizes the importance of thorough research and having clear financial goals in order to create an effective fundraising plan.
Fundraising for a campaign can be scary. Learn about the basics of fundraising to help get over your fear.
Learn and do. Run for office with Progressive Majority's help: http://www.progressivemajority.org/run-office
The document provides guidance on developing an effective fundraising plan and strategy for a FIRST robotics team. It outlines key elements to include such as creating an executive summary, team profile, product description, funding request, and developing key messages. It then discusses identifying potential donors and sponsors in the local community, scheduling meetings with them, and providing sample fundraising tools and pitches. Finally, it offers a timeline and tips for effective fundraising throughout the seasons.
Grant Writing – Advice and Tips | Red Tape BustersRed Tape Busters
Grant writing can be challenging even for the experienced grant writer.
Every year thousands of grant opportunities open and close, resulting in millions and probably billions of dollars becoming available to non profit organisations and businesses across Australia.
This document provides guidance on developing an effective fundraising plan. It emphasizes that fundraising requires hard work, not magic. A compelling case for support and clear fundraising goals are essential. Individual donors should be the focus, as they provide unrestricted funds and are likely to continue giving. The document outlines key components of a fundraising plan, including identifying prospective donors and diverse fundraising activities. It also stresses the importance of stewardship, evaluation, and making the ask in a personalized manner.
Crowdfunding is an effort to raise money with donations from a large number of people.
Projected to become a $90- $96 billion industry by 2025.
Suitable for nonprofit.
Available online!
-4 steps to run crowdfunding campaign
-Tips for successful crowdfunding campaign
-Give.Asia as a crowdfunding platform
The Montana Foundation Fiscal AnalysisThe Defensive Interval” i.docxcherry686017
The Montana Foundation Fiscal Analysis
The “Defensive Interval” is a ratio that is designed to indicate the life of an organization if funding were to be cut. The ratio looks like this: (Cash + Securities + Receivables) ÷ Monthly Expenses. This is looking at what the organization has in liquid funds, assets, and money that it is owed and dividing it by monthly expenses. Note that the cash + securities + receivables equals the total assets.
Regarding the Montana Foundation, this would appear as follows: ($375,544) ÷ (49,551) = roughly 7.56.
This suggests that the Montana Foundation could operate for roughly 7 ½ months if it were to receive no more funding. This would be seen as a positive trait if an investor were to analyze the organization.
The “Savings Indicator” is a ratio that shows how well the organization is adding to its savings (or worth). The ratio looks like this: (Revenue – Total Expense) ÷ Total Expense.
Regarding the Montana Foundation, this would appear as follows: ($585,536 - $594,619) ÷ (594,619) = roughly -.015.
This suggests that the Montana Foundation is used about 1.5% of its savings, suggesting that the Montana Foundation’s savings are not growing but are declining. This would be seen as a negative trait if an investor were to analyze the organization.
The “Liquid Funds Indictor” is a ratio that shows how long an organization can function if it were to use only its liquid funds to operate. The ratio looks like this (Total Net Assets – Restricted Net Assets – Fixed Assets) ÷ Monthly Expenses.
Regarding the Montana Foundation, this would appear as follows: ($292,949 - $230,319 - $0) ÷ (49,551) = roughly 1.26.
This suggests that the Montana Foundation could operate for roughly 1 ¼ months by only using their current liquid funds. This would be seen as an okay-poor trait if an investor were to analyze the organization. The Montana Foundation has enough cash to operate, but only for about a month. Ideally, they should have enough cash to operate for 6+ months.
The “Debt Ratio” is a ratio that shows the amount of debt of an organization compared to the value of the organization. This ratio would show the value of the organization if they were to pay off all of their debt. The ratio looks like this: (Average Total Debt) ÷ (Average Total Assets).
Regarding the Montana Foundation, this would appear as follows: ($82,595) ÷ ($363,263) = roughly .23 (or 23%).
This suggests that the Montana Foundation could pay off their debt by using only 23% of their assets (be them liquid or assets), resulting in the organization keeping about 77% of their value. This would be seen as a positive trait, in my opinion, because it shows the Montana Foundation as being stable. They would be able to pay off all of their debt and still retain the majority of the organizational value, something that could be seen as a positive if an investor were to analyze the organization.
The “Revenue Ratio” is a ratio that shows how much revenue comes from any giv ...
Vivanista Webinar: Kick Start Your Grassroots FundraisingVivanista
Organizations greatest fundraising challenge is retaining and cultivating new donors. In 2010 crowd sourcing social good hit unprecedented levels and grassroots activism has proven a viable method for not only raising funds, but also building a community and spreading awareness for your nonprofit. Grassroots fundraising allows your organization to let go of the reigns and empower passionate supporters to raise more money than they ever thought possible for your cause.
We’ll be looking at organizations and individuals who have run successful grassroots fundraisers, for example a gal who raised over $120,000 with a personal paddleboard event that drew media attention.
In this Vivanista webinar we teach the fundamentals of running a successful grassroots fundraiser and show you examples and the numbers to back it up. We’ll also provide the essential tools to get your organization started, including how to set goals, create a plan, gather a support team, communicate your vision, and execute.
Presented by guest expert Laura Reino, FirstGiving
Organizations greatest fundraising challenge is retaining and cultivating new donors. In 2010 crowd sourcing social good hit unprecedented levels and grassroots activism has proven a viable method for not only raising funds, but also building a community and spreading awareness for your nonprofit. Grassroots fundraising allows your organization to let go of the reigns and empower passionate supporters to raise more money than they ever thought possible for your cause.
We’ll be looking at organizations and individuals who have run successful grassroots fundraisers, for example a gal who raised over $120,000 with a personal paddleboard event that drew media attention.
Webinar Outline: In this 1-hour webinar we’ll teach you the fundamentals of running a successful grassroots fundraiser and show you examples and the numbers to back it up. We’ll also provide the essential tools to get your organization started, including how to set goals, create a plan, gather a support team, communicate your vision, and execute.
What You’ll Learn:
• What is Grassroots fundraising? And why should you do it?
• What are the essential tools needed to run a successful fundraiser?
• How to develop a creative grassroots fundraiser
• Ways to engage your donors, volunteers and board
• How to incorporate grassroots fundraising into your overall fundraising goals
Guest Presenter: Laura Reino, FirstGiving - As a Sr. Sales Consultant at FirstGiving, Laura works with nonprofits to help them exceed their fundraising goals. By demonstrating how organizations can leverage technology and social media to not only raise more funds, but also build awareness and support, Laura helps nonprofits broaden their traditional ideas of fundraising to make them more successful and sustainable for the future.
The document provides guidance on implementing an effective recruitment and marketing program for a volunteer fire/rescue service. It discusses recruiting strategies like engaging potential candidates in conversation, following up on leads, and closing interactions to obtain contact information. It also outlines how to develop a marketing plan, create partnerships with businesses, and leverage free and grant-funded resources for promotion. The overall aim is to treat recruitment as a sales process and utilize various digital and unconventional marketing channels.
This document provides guidance on best practices for non-profits to secure corporate sponsorship. It recommends that non-profits approach companies with a one-page proposal brief to secure a meeting. At the meeting, the non-profit should provide more comprehensive materials and spend 70% of the time listening to understand the company's needs. Afterwards, the non-profit should create a tailored multi-page proposal addressing the company's specific marketing needs. Successful sponsorship relationships require clear benefits for both parties, regular communication, and ensuring the partnership remains mutually beneficial over the long term.
The document discusses trends in the membership sector, including the rise of social media, changing attitudes towards authority, and expectations of participation (co-production). It also addresses how some organizations treat membership as a commodity and emphasize tangible benefits, blurring lines between commercial and charitable offerings. The rest of the document provides advice on generating leads, recommendations, value propositions, and retention for membership organizations.
NYMACC 2011 Fund Development for Your Arts Organization BoardAndrew Marietta
The document provides an overview of strategies and best practices for arts organization boards to effectively develop funds and resources. It discusses developing a comprehensive development plan with goals, timelines, budgets and evaluations. The plan should analyze strengths/weaknesses and opportunities/threats while outlining specific fundraising strategies. Boards are responsible for oversight, participation and accountability, and members should be trained to personally fundraise and cultivate donors and community support through relationship-building.
Role of the board & successful fundraising techniquesDeborah Spector
Role of the board & successful fundraising techniques inspires and encourages board members to support their organizations. How will your board members answer when asked what they do for the organization? You'll know you have a fundraising board when they proudly state they raise resources & influences for their organization.
Fundraising - How to get some Fund to your NGO Nesma Darwish
A Presentation describing the Process of Fundraising as a part of an Non-Governmental ,Non profitable Organization
you will find tips and some Dos and Don'ts when you're going to ask a sponsor for money or service for your NGO.
This document provides information to help the nonprofit Engage Now Africa (ENA) diversify its funding sources. It discusses various funding strategies for small, medium, and large nonprofits. Specific potential corporate donors are identified that may be a good fit for ENA's mission, including details on their giving priorities and recommended contact information. The document aims to expand ENA's funding portfolio to allow it to grow its size and influence.
Grant Writing Tips From The Artist to the Artistnysarts
The document provides tips for grant writing, including different types of grants (operating support, project support, education grants, etc.) and what information to include in a grant application. It discusses establishing goals and benchmarks, sample budgets, the importance of knowing your audience, and developing marketing strategies like using social media to promote your work.
This document outlines the five stages of major sponsorship deals: 1) inventory building and asset valuation, 2) prospecting, 3) getting the initial meeting, 4) creating a sponsorship proposal, and 5) activation, fulfillment, and renewal. It emphasizes starting with a thorough inventory and valuation of sponsorship assets. For prospecting, it recommends networking through current sponsors and board members. When meeting with prospects, the goal is to learn about their needs rather than present materials. The sponsorship proposal should be customized based on what the prospect values. Fulfillment ensures sponsors receive promised benefits, and a report sets the stage for renewal discussions shortly after the event or campaign.
17 Ways to Lead a Culture Shift.Bloomerang.pdfBloomerang
This document provides 17 tips for leading an organization's culture shift towards greater fundraising success. Some key tips include regularly sharing fundraising articles and training with staff and board, asking program staff for input on donor stories, showing gratitude to donors and staff through thank you notes and cards, sharing client "mission moments" at meetings, inviting donors to participate in meetings and activities, and celebrating fundraising successes publicly to motivate further progress. Leading this culture shift requires patience, consistency, and commitment from the development director or executive director.
Tips on how charities can find and attract corporate donors in tough financial times.
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Using Office365 to build collaborative teamsOS-Cubed, Inc.
This presentation reviews the various tools available within the Office365 infrastructure in 2017 to work together as a team to build collaborative documents and document libraries
Microsoft Office365 cloud update - Fall 2014OS-Cubed, Inc.
In October 2014 Microsoft Released a new set of Office365 licenses and options. This Presentation reviews the good and bad points of this update, and what has changed. Pricing and features were accurate as of the time of the update.
The document provides instructions for creating a content-managed Facebook app, including obtaining a Facebook developer API key, setting up a Facebook page, integrating the API key and page into a content management system like DotNetNuke to allow managing Facebook app content, and additional options for features like likes, comments, and advanced OpenGraph implementation. Setting up the app involves configuring settings, designing page templates to Facebook dimensions, and inserting meta tags to identify the app and page.
FIRST Robotics Team 1511 Building sustainability presentationOS-Cubed, Inc.
The document outlines best practices for building a sustainable FIRST robotics team, including establishing funding sources, recruiting and retaining active student members and mentors through a structured program, and gaining support from parents, schools, and sponsors to ensure safety, organization, budgetary control, and an emphasis on fun. The team 1511 Penfield Rolling Thunder is highlighted as an example that utilizes these components through initiatives like strong sponsor relationships, a tiered mentor system, and engaging off-season and community activities.
Social media tools and careful team design can allow you to create a fully functional, collaborative development environment - filled with critical thinking, and productivity.
This document provides an overview of business continuity and protecting systems. It discusses threats like malware, downtime costs, and information leakage. It recommends tools for perimeter control, endpoint protection, backups, and HR best practices. It also discusses typical configurations for small, medium, and large businesses to implement business continuity.
This document provides an overview of social networking and how it can be used. It defines social networking and discusses major sites like Twitter, Facebook, LinkedIn, and YouTube. It also covers concepts like posting, walls, tweets, and profiles. Additionally, it explores how social media can be used for customer loyalty, employee relations, collaboration, and recruiting. Potential pitfalls of social media like time sinks and legal issues are also addressed.
The document outlines the key points to cover in a presentation for a robotics team seeking sponsorships including:
1) Introducing the team, what FIRST Robotics is, and what the team does.
2) Explaining how sponsorship money will be used for supplies, equipment, travel, and supporting other teams.
3) Detailing sponsorship benefits for gold, silver, and supporting levels.
4) Thanking current sponsors and emphasizing benefits to sponsors such as advertising, public relations, and encouraging students.
5) Concluding by specifically asking for gold level sponsors but offering other sponsorship opportunities and next steps.
The document provides guidance on how to write an effective press release to garner media attention. It explains that a press release should be written like a news story in the third person and demonstrate newsworthiness. Key tips include thinking like a reporter by focusing on real news of public interest and making it easy for reporters to understand and write about. The format outlined is who, what, where, when, why, how in the first paragraph followed by additional details, quotes and background information.
The corporate subteam is responsible for key administrative functions that keep the robotics team running smoothly. These include creating marketing materials, recruiting new members, managing budgets and fundraising, tracking achievements, and documenting activities. The subteam plays an important role in securing funding, organizing events like car washes, and providing leadership opportunities to gain skills applicable to future careers or businesses.
Philippine Edukasyong Pantahanan at Pangkabuhayan (EPP) CurriculumMJDuyan
(𝐓𝐋𝐄 𝟏𝟎𝟎) (𝐋𝐞𝐬𝐬𝐨𝐧 𝟏)-𝐏𝐫𝐞𝐥𝐢𝐦𝐬
𝐃𝐢𝐬𝐜𝐮𝐬𝐬 𝐭𝐡𝐞 𝐄𝐏𝐏 𝐂𝐮𝐫𝐫𝐢𝐜𝐮𝐥𝐮𝐦 𝐢𝐧 𝐭𝐡𝐞 𝐏𝐡𝐢𝐥𝐢𝐩𝐩𝐢𝐧𝐞𝐬:
- Understand the goals and objectives of the Edukasyong Pantahanan at Pangkabuhayan (EPP) curriculum, recognizing its importance in fostering practical life skills and values among students. Students will also be able to identify the key components and subjects covered, such as agriculture, home economics, industrial arts, and information and communication technology.
𝐄𝐱𝐩𝐥𝐚𝐢𝐧 𝐭𝐡𝐞 𝐍𝐚𝐭𝐮𝐫𝐞 𝐚𝐧𝐝 𝐒𝐜𝐨𝐩𝐞 𝐨𝐟 𝐚𝐧 𝐄𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫:
-Define entrepreneurship, distinguishing it from general business activities by emphasizing its focus on innovation, risk-taking, and value creation. Students will describe the characteristics and traits of successful entrepreneurs, including their roles and responsibilities, and discuss the broader economic and social impacts of entrepreneurial activities on both local and global scales.
How to Make a Field Mandatory in Odoo 17Celine George
In Odoo, making a field required can be done through both Python code and XML views. When you set the required attribute to True in Python code, it makes the field required across all views where it's used. Conversely, when you set the required attribute in XML views, it makes the field required only in the context of that particular view.
This presentation was provided by Rebecca Benner, Ph.D., of the American Society of Anesthesiologists, for the second session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session Two: 'Expanding Pathways to Publishing Careers,' was held June 13, 2024.
Gender and Mental Health - Counselling and Family Therapy Applications and In...PsychoTech Services
A proprietary approach developed by bringing together the best of learning theories from Psychology, design principles from the world of visualization, and pedagogical methods from over a decade of training experience, that enables you to: Learn better, faster!
This presentation was provided by Racquel Jemison, Ph.D., Christina MacLaughlin, Ph.D., and Paulomi Majumder. Ph.D., all of the American Chemical Society, for the second session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session Two: 'Expanding Pathways to Publishing Careers,' was held June 13, 2024.
2. Who am I?
Lee Drake, President and CEO of OS-Cubed –
located at the Village Gate
Started 3 different companies, one became a
Rochester Top 100 company
Active or was active on the following boards:
Rochester Neighborhood of the Arts Business
Association (NOTABA)
Rochester Small Business Council (SBC)
Genesee Valley Chapter Human Resource
Management (GVCSHRM)
Job Service Employers Committee (JSEC)
Eyes on the Future Conference
3. Raising money
Many non-business people are afraid
to ask for money.
Most non-business people don’t ask for
enough money in each transaction.
It takes just as much energy and
commitment to raise $25 as it does to
raise $2500.
Business people like to be seen as
philanthropists, but at their core they
are in business – and you must
approach them that way.
4. What makes business people
tick?
Making money
Publicity and/or advertising -Publicity
is better than advertising
A perceived return on investment
To be thanked
To have their egos stroked
Networking with other leaders
Things they can use to improve their
standing in the eyes of their customers
Did I mention making money?
5. How do you approach when
asking for money
The best approach is a personal one – face to face,
not over the phone, by mail or by email.
The best people to approach are people you already
know or do business with – that’s called a “warm
call” in sales terminology.
Make it short – we don’t have time, strike that we
have negative time.
Approach the Chief, not the Indian – usually in most
small companies only the boss makes the decision
on charitable contributions.
If you don’t know the Chief, but know someone who
does (someone who works at the company, etc.)
ASK THEM TO ASK FOR YOU. But be sure to give
them the tools they need to succeed.
6. What makes a good
presentation?
Short sweet and to the point.
Make it clear what the options are in a
“features and benefits” presentation.
Make it clear that there are a limited number of
sponsor positions in each category.
Make sure potential sponsors understand what
they are getting.
Most businesses want an invoice, and cannot
write you a check on the spot. They need the
invoice for a paper trail.
Be organized, polite, and prepared.
7. Maximize the benefit
Find ways to make your sponsor benefits
special and unique – try to think of things
that your NFP can offer that no one else
can. Think “Purple Cow”.
Give more than you get – be sure major
sponsors are mentioned and thanked
everywhere you can.
If possible give them something that they
can share with a customer or employee.
Think of your events (ALL your events) as
opportunities to plug the sponsors (like
NASCAR).
8. Special campaign fundraising
BIG DONATIONS TAKE AS MUCH EFFORT AS SMALL – but with small you
have to put in 10x the effort to get the same return.
Make a profile for each of the largest companies in your service area,
determine the CEO and what they’ve given in the past. You might want
to compile a similar profile for CEOs you know of companies outside your
area that live in your area.
Find the connection – everyone’s connected to everyone (5 degrees of
separation). Find a connection to approach the prospect if no one knows
him/her and use that connection to leverage the sale.
If you get a rejection – ask for a referral. If a prospect says no – ask
them three things:
Would there be a better time of year to approach you about sponsoring us (timing is
everything to businesses) ?
Is there anyone else the prospect knows that might be interested in donating? If the prospect
mentions someone ask THEM to introduce YOU to the new prospect.
Ask them if they can donate or support you in some other way.
9. Special fundraising (part 2)
Try public relations – PR is cheap to free advertising. Send out
frequent bulletins and updates about your fundraising efforts and
events. Invite TV news and newspapers to come to a special
concert or event (they’re always looking for “public interest” and
“feel good” news).
Consider an “exclusive” relationship with a media outlet (Cable
news, local news, newspaper, local newspaper) to give them all
news first (Find out what this means) so they get the “scoop” in
return for a guarantee of placement. If you advertise consider
the paper or outlet you advertise with first. Invite someone from
the media to serve on your board.
Get stuff free. If a company cannot donate money they
frequently can donate other things – time, people, goods, etc. If
you can (for instance) get someone to donate tickets for a golf
tournament, tee times, or other fun things – you can raffle them
off, use them as bonuses to top sponsors, etc.
10. Board organization
Consider people for your board based on their
network – the more prospective donors whom they
know the better. Board members should be
responsible for at least 70-80% of your sponsor
donations (by responsible for – I mean responsible
for raising). Invite your major sponsors onto the
board – tie them into the fundraising process.
Organize the board based on a business model –
place someone in charge of each event or campaign
– make them accountable for a budget to pull it off
and a set of sponsors to fund it. Review progress at
each board meeting.
Evaluate every event and campaign like a business.
Don’t hold events that don’t make a significant
profit. Don’t hold events where the effort put in is
not worth the dollars drawn out.
11. Come up with creative ROI
Every business person is looking for a Return
On Investment (ROI) – be creative in providing
one or more.
Ticket sponsor (name on every ticket)
Concert sponsors (only one available per
concert – their name featured and them
personally thanked)
Advertising sponsors - Gift in Kind (GIK)
sponsors such as a media outlet, printing etc.)
whose logo goes on every ad
Usher sponsor – ushers wear a button with the
name of the sponsor for a concert
Etc. Etc. Use your imagination
12. What about individual
supporters?
Small $$ contributors are important but not as
essential as large sponsors.
Make it easy for small $$ sponsors to contribute –
cash in a dropbox, paypal donation on the website
etc.
Consider pushing people towards subscription based
giving. Paypal and other sites now offer a way for
you to have donors sign up to have their credit card
or bank card debited on a periodic basis (once a
month, once a year etc). It’s easier to ask for
$10/month than $120/year.
Use community drives to push for individual support
– donation boxes next to cash drawers, etc.
Concentrate your largest efforts on the greatest
return – not on the most people returning.
13. Event fundraising
Never hold an event where AT LEAST the cost of the
event isn’t already covered by sponsors.
Promote the sponsors heavily at the event.
Use the sponsor dollars as they increase to improve
the quality of the event. The better the perceived
value – the more people you will get each year.
Consider things that “get the elite out” for
fundraising. Business leaders like to hang out with
other leaders. If they see an event that is fun, that
will give them a chance to network their peers, and
a chance to give back to the community, it’s a
winner.
Formal events are more fun than informal for
business people. They’d rather go to a black tie
dinner than an Applebee’s pancake breakfast.
14. In summary
Use the personal approach.
Approach business leaders for large
donations.
Clearly outline the benefits and make it
easy to donate.
Organize your board around their network
connections and ability to raise capital.
Understand your market and offer unique
opportunities.
It’s just as easy to ask for $25 as $2500.