This document provides information about Community Foundation Partners, a program that supports nonprofits in Sarasota, Manatee, Charlotte, and DeSoto counties. It summarizes key details nonprofits need to know to complete an online profile through the program, including: required fields like strategic plans, policies, and program descriptions; a 4-step process to input information; guidelines for documents to upload; and ways nonprofits can use their completed profile. The deadline to complete a profile is May 11.
The Giving Partner is the local brand for GuideStar's DonorEdge, helping donors make more informed decisions about their philanthropy. Thanks for joining us for this orientation!
Wild Apricot Free Expert Webinar - Leading Great Board MeetingsWild Apricot
Do your board meetings go on and on without any decisions getting made? Or do you feel like there is never enough action between meetings?
This session will introduce you to key principles and essential tools for building clear decisions and effective follow-up actions to make your board more active and engaged!
http://www.wildapricot.com/academy/expert-webinar-series/leading-great-board-meetings
Discover how to gain and keep volunteer based on the book "The New Breed: Understanding and Equipping the 21st Century Volunteer by Jonathan and Thomas W. McKee.
The Giving Partner is the local brand for GuideStar's DonorEdge, helping donors make more informed decisions about their philanthropy. Thanks for joining us for this orientation!
Wild Apricot Free Expert Webinar - Leading Great Board MeetingsWild Apricot
Do your board meetings go on and on without any decisions getting made? Or do you feel like there is never enough action between meetings?
This session will introduce you to key principles and essential tools for building clear decisions and effective follow-up actions to make your board more active and engaged!
http://www.wildapricot.com/academy/expert-webinar-series/leading-great-board-meetings
Discover how to gain and keep volunteer based on the book "The New Breed: Understanding and Equipping the 21st Century Volunteer by Jonathan and Thomas W. McKee.
Board members show up excited to serve and wanting to make a difference, but sometimes that changes. Why? It may be lack of knowledge, boring or uninformative board meetings or orientation. OR maybe you have a board culture that doesn’t invite new ideas and questions.
Board meetings and board communication are critical aspects of causing awesome board members. This webinar with nationally renowned Fundraising Culture Changer & Master Storyteller, Lori L. Jacobwith will help you change your board story.
Join Lori to answer some thought provoking questions about the board experience at your organization. Lori will be sharing templates and tools to help you support the newest or even the most savvy board members and make them feel better equipped to serve on your board.
The Southwest Florida Regional Economic Development Alliance - Overview presentation given during the February 21, 2014 Horizon Council General Membership Meeting
How are charity ratings organizations evaluating your charity?Monday Loves You
Presentation by Cassie Dennis and Kevin LaManna to nonprofit leaders at United Way of Houston providing a high level overview of four of the major charity evaluation organizations: Charity Navigator; CharityWatch; GuideStar; and Great Nonprofits. This includes information on what types of nonprofits they provide information on and/or "rate".
Building Our Co-ops: Community OrganizingNFCACoops
This presentation from NFCA's Fifth Annual Startup Day with Food Co-op Initiative covers tips for how to approach your startup food co-op development through a community organizing and movement building lens.
Nonprofit Insights: Building a Future-Friendly Nonprofit BoardVolunteerMatch
Your board plays a critical role in overseeing your organization's mission, finances and strategic direction. So it's equally critical that these board members are supportive of the changes in tools and practices necessary to help your organization stay relevant and viable in today's rapidly changing world.
For the March 2014 Nonprofit Insights webinar hosted by VolunteerMatch focused on how to cultivate, engage and retain great board members that are "future-friendly." Jenifer Holland, Director of Consulting at BoardSource, shared best practices and strategies for finding and engaging the best board members for your organization. We were also joined by Shayla Price, Executive Director for the National Search Dog Alliance, who shared her first-hand experience working with boards from the nonprofit side, as well as serving as a board member herself.
Wondering how to build a board that will support your organization as it moves forward into the future? This webinar will provide ideas and strategies so you'll never need to "fight" your board for change again.
Technology trends are continuously changing and improving the way we work and communicate with each other. Staying on top of these trends is essential in developing new strategies for attracting, engaging, and retaining volunteers. Join the founders of Kindness Connect, Jonathan Burns and Kevan Osmond, as they explore these changes and how you can best utilize new and affordable technology to maintain an effective and engaged volunteer program.
Rotary Business School: Trust and Credibility- A Global PerspectiveRotary International
How does culture affect relationships, especially on diverse project teams? A professional facilitator from Berlitz will share some of the most effective techniques for quickly forming relationships and building trust. You'll develop a greater appreciation of team members and a deeper understanding of their motives, hone your active listening and information analysis skills, and learn tips for averting conflict and building harmony.
Finding qualified professionals to contribute as volunteers can be a challenge. This webinar provides leaders of non-profit organizations and social purpose businesses with tips and logistical steps to successfully engage professional volunteers, access new relationships, and build board membership.
Design and Implement an Effective Volunteer Management ProgramKedisa Johnson
A well-structured and effective volunteer management program can help nonprofit organizations and corporations build capacity, achieve mission-specific goals, and strengthen community ties.
Libraries as a Partner in the Entrepreneurial EcosystemEveryLibrary
Learn how libraries are positioned to be the best partner for individuals and community-based organizations to grow the local entrepreneurial ecosystem.
Libraries and Nonprofits: An Easy LiftEveryLibrary
Public libraries of any size can leverage their collections, databases, and resources to help nonprofit organizations and agencies be better at the business-side so they can be more impactful in their mission and work. From ideation to startup to scale, the supports that properly-aligned libraries can provide to founders, boards, and staff should be front-and-center in your e-ship profile.
Board members show up excited to serve and wanting to make a difference, but sometimes that changes. Why? It may be lack of knowledge, boring or uninformative board meetings or orientation. OR maybe you have a board culture that doesn’t invite new ideas and questions.
Board meetings and board communication are critical aspects of causing awesome board members. This webinar with nationally renowned Fundraising Culture Changer & Master Storyteller, Lori L. Jacobwith will help you change your board story.
Join Lori to answer some thought provoking questions about the board experience at your organization. Lori will be sharing templates and tools to help you support the newest or even the most savvy board members and make them feel better equipped to serve on your board.
The Southwest Florida Regional Economic Development Alliance - Overview presentation given during the February 21, 2014 Horizon Council General Membership Meeting
How are charity ratings organizations evaluating your charity?Monday Loves You
Presentation by Cassie Dennis and Kevin LaManna to nonprofit leaders at United Way of Houston providing a high level overview of four of the major charity evaluation organizations: Charity Navigator; CharityWatch; GuideStar; and Great Nonprofits. This includes information on what types of nonprofits they provide information on and/or "rate".
Building Our Co-ops: Community OrganizingNFCACoops
This presentation from NFCA's Fifth Annual Startup Day with Food Co-op Initiative covers tips for how to approach your startup food co-op development through a community organizing and movement building lens.
Nonprofit Insights: Building a Future-Friendly Nonprofit BoardVolunteerMatch
Your board plays a critical role in overseeing your organization's mission, finances and strategic direction. So it's equally critical that these board members are supportive of the changes in tools and practices necessary to help your organization stay relevant and viable in today's rapidly changing world.
For the March 2014 Nonprofit Insights webinar hosted by VolunteerMatch focused on how to cultivate, engage and retain great board members that are "future-friendly." Jenifer Holland, Director of Consulting at BoardSource, shared best practices and strategies for finding and engaging the best board members for your organization. We were also joined by Shayla Price, Executive Director for the National Search Dog Alliance, who shared her first-hand experience working with boards from the nonprofit side, as well as serving as a board member herself.
Wondering how to build a board that will support your organization as it moves forward into the future? This webinar will provide ideas and strategies so you'll never need to "fight" your board for change again.
Technology trends are continuously changing and improving the way we work and communicate with each other. Staying on top of these trends is essential in developing new strategies for attracting, engaging, and retaining volunteers. Join the founders of Kindness Connect, Jonathan Burns and Kevan Osmond, as they explore these changes and how you can best utilize new and affordable technology to maintain an effective and engaged volunteer program.
Rotary Business School: Trust and Credibility- A Global PerspectiveRotary International
How does culture affect relationships, especially on diverse project teams? A professional facilitator from Berlitz will share some of the most effective techniques for quickly forming relationships and building trust. You'll develop a greater appreciation of team members and a deeper understanding of their motives, hone your active listening and information analysis skills, and learn tips for averting conflict and building harmony.
Finding qualified professionals to contribute as volunteers can be a challenge. This webinar provides leaders of non-profit organizations and social purpose businesses with tips and logistical steps to successfully engage professional volunteers, access new relationships, and build board membership.
Design and Implement an Effective Volunteer Management ProgramKedisa Johnson
A well-structured and effective volunteer management program can help nonprofit organizations and corporations build capacity, achieve mission-specific goals, and strengthen community ties.
Libraries as a Partner in the Entrepreneurial EcosystemEveryLibrary
Learn how libraries are positioned to be the best partner for individuals and community-based organizations to grow the local entrepreneurial ecosystem.
Libraries and Nonprofits: An Easy LiftEveryLibrary
Public libraries of any size can leverage their collections, databases, and resources to help nonprofit organizations and agencies be better at the business-side so they can be more impactful in their mission and work. From ideation to startup to scale, the supports that properly-aligned libraries can provide to founders, boards, and staff should be front-and-center in your e-ship profile.
Find out what the hottest topics for Digital Marketing are in the year ahead and beyond. Anything from 360 video, to social influencers and the role of big data.
Slides from the nonprofit ambassador kick off for The Giving Partner, Southwest Florida's local brand for GuideStar DonorEdge, made possible with the support of the Community Foundation of Sarasota County, Gulf Coast Community Foundation, Manatee Community Foundation and The Patterson Foundation.
Synopsis Project: training - Fundraising Tools - Part 1Karl Donert
The SYNOPSIS project concerns Storytelling and Fundraising for Cultural Heritage professionals.
Cultural heritage covers a variety of activities, and a system of values, traditions, knowledge, and lifestyles that characterise society.
The heritage sector has to deal with new challenges and it is therefore necessary to develop new professionalism, able to promote and support cultural heritage as it improves not only the overall economic growth and employment, but also social cohesion and environmental sustainability.
Storytelling and fundraising skills assume a fundamental role in connecting the past to the future. Cultural Heritage storytelling is concerned with “communicating through stories”, creating narratives through which a cultural heritage enters into an emphatic relationship with people, managing to arouse public emotion. The purpose is to engage people to protect, exploit cultural heritage, and support it financially.
This presentation provides information about the important fundraising tools usually available within your organisation
By sharing data that tells a story, your staff and board members become more engaged, donors give more and volunteers are clear what actions to take. Good dashboards actually make things happen. The way to build support is to create a clear picture for others so they can easily see what needs to be done. The use of visual displays and dashboards will turn numbers and lists into interesting and clear tools for engagement.
Developing Your Case for Support: The Foundation For Your Fundraising SuccessBloomerang
https://bloomerang.co/resources/webinars/
How can you make your Case for Support powerful, provocative and successful? Robin L. Cabral, MA, CFRE, will highlight best practices in preparing and using your case for support.
In this hands-on session, Susan Black, CFRE will show you the key building blocks of a successful fundraising program and identify specific steps you can take to implement one in your organization.
Step Seven of the Accountability in Action training kit.
In this step we learn about evidence-based advocacy. We will learn how to develop an advocacy strategy and consider who you should make your case to and how to communicate it.
Yes. We hear that board member participation in fundraising is important to the overall success of a nonprofit's fundraising program...but where is the proof? This presentation was designed for the Leading Age RI Conference and Trade Show targeting long-term care organizations and professionals.
Nonprofit organizations are able to recruit a third revenue stream to supplement operations and special projects. In order to maximize the potential, involving board members is required. This session was presented to a group of long-term care executives on April 5, 2013 at the RI Leading Age Conference in Warwick, RI.
Local Components and Successful Associations: How to Make it Work For YOUBillhighway
In this deck, we discuss how technology and component / chapter restructuring might be a plausible solution for you if your association is facing a challenge with governance or process (or both).
Small nonprofit struggling with board recruitment, they also struggle to get the right fit of people on their board. This slide help you to discover how you can engaged your board members in fundraising
Presentation to graduate students at Milano | The New School for Management and Urban Policy about what leaders need to know about technology and social media
5 Ways Nonprofits can Get Started with Marketing AutomationIdealist Consulting
Agenda:
What is Marketing Automation?
How can nonprofits use it?
5 ways to get started
Case Study: Jefferson Awards Foundation
Putting it all together/Q&A
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
The presentation was by Richard Sved, NCVO Associate and will help you identify how to plan a strategy and introduce you to new tools that you'll need to monitor your organisations progress.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
Find out more about NCVO's practical support on funding: https://www.ncvo.org.uk/practical-support/funding
Dr Sharron Dickman, well known for her research and publications in the area of Arts Marketing and museum management, presents on Business Planning, Strategic Planning, Volunteer and Board Recruitment as part of the 2010 M&GSQ Standards Program.
Similar to The Giving Partner orientation April 13, 2012 (20)
2. • $2.4 million, 10,700 gifts.
• 109 nonprofits with profiles
in The Giving Partner
• Right time, vehicle for some agencies.
Not so much for others.
• May look different next time.
6. 78%. Average board attendance rate
89%. Average percentage of board
members giving monetary contributions
36%. Have written board
selection criteria
12. Source: Money For Good II / November 2011/ Hope Consulting
9 out of 10 donors say that nonprofit
performance is important
13. In 2002, Community Foundation leaders
developed an innovative tool to…
• Help donors and funders make more
informed philanthropic decisions
• Leverage technology to provide
community knowledge
• Build nonprofit capacity and
encourage transparency
2002 2007 2009
14. GuideStar provides information for over
1.5 million nonprofit organizations nationwide
(including yours) to advance transparency,
build trust, and help donors make
informed charitable giving decisions.
www.guidestar.org
15.
16. Benefits
For the community:
• Access to nonprofit mission—who’s doing what
• Track nonprofit trends
• Capture community assets
• Identify gaps in services/ community needs
For donors:
• Understanding of effective and
efficient nonprofits
• Ability to compare choices for giving
17. • Access to donors & private foundations
• An online “case for support”
• Time saver with grantmaking
• Capacity building
• Trainings/consulting needs better met
What’s in it for you?
19. • 501(c)(3) organizations in Sarasota,
Manatee, Charlotte & DeSoto Counties
We’re doing it too.
• Community Foundation of Sarasota County
• Gulf Coast Community Foundation
• Manatee Community Foundation
Who completes a profile?
20.
21.
22.
23.
24.
25. What you DO NOT see.
• Ratings
• Grading
• “Certification”
26. 4 basic nonprofit profile steps:
1. Take a look.
Review existing profiles.
2. Gather.
Assemble your information & documents.
Write any narrative.
3. Input.
Required/optional fields and uploads.
4. Review & send.
Foundation will review.
27. Step 2: Gather.
Required Fields
• Strategic plan
• Board attendance rate
• Conflict of Interest Policy
• Needs statement
• ALL program fields
Optional Fields
• CEO/ Board Chair statement
• Bios for senior staff
• Background statement
• Risk management provisions
(These fields are visible whether or
not you complete them)
28. Required fields
• Key indicators of nonprofit
health/effectiveness
• Necessary to answer to receive
the “Reviewed by Your
Community Foundation” status
29. Narrative fields include:
Program descriptions, impact statement,
CEO/board chair statements, etc.
Some are required.
• Make them short.
• Make them sticky.
• Make them shareable.
• And of course, make them true.
34. Your needs statement
1. Format using numbers
or bullet points.
2. Use dollar amounts.
$500-$2,000 range.
3. Be specific.
35. The program section.
Are you making a difference?
• Program description & budget
What makes this program special?
• Success measures & monitoring
How do you know your
programs are working?
• Examples of success
The right mix of facts + stories
39. Let’s talk plans & policies.
‘”
“Efforts and courage are not enough without
purpose and direction. “ -John F. Kennedy
“Any intelligent fool can make things bigger
and more complex... It takes a touch of genius
- and a lot of courage to move in the opposite
direction.” -Albert Einstein
40. If you do not have a policy
or a plan…
1. It’s okay.
2. Answer “no” or “under
development”.
You will still get the Reviewed by
Your Community Foundation icon.
41. If you do have the policy,
plan or document…
1. You must upload it.
2. It MUST be approved by
your board.
It’s part of our due diligence.
42. Policies to Upload
If you indicate you have them.
• Conflict of Interest policy
• Whistleblowers policy
• Document retention/ destruction policy
• Organizational policies and procedures
(not just an employee handbook)
These documents are not viewable by the public.
43. Plans to Upload
If you indicate you have them
• Management succession/ training plan
• Strategic plan
• Fundraising plan
• Communications plan
These documents are not viewable by the public.
44. Board docs to upload
If you indicate you have them
• Written board selection criteria
• Board attendance spreadsheet
These documents are not viewable by the public.
45. Financial docs to upload
• IRS Form 990s from the
last 3 fiscal years
• Audited financial statements
from the last 3 fiscal years
• IRS 501(c)(3) determination letter
These documents are viewable by the public.
46. Key financial information
• Revenue sources
• Expense allocations
• Assets & liabilities
• Top 3 funding sources from
last 3 years
49. A word about your photo & logo:
Follow the size guidelines on
your tip sheet & ask for help if you need it.
(Otherwise, you may have graphics that look like this)
50. Step 4: Review & Send.
1. Have you completed all required fields and
any optional fields you would like to share?
2. Have you asked someone who doesn’t know
much about your organization to review it for
clarity and impact?
3. Is everything spelled correctly?
52. 5 Ways to Use Your Profile
1. Message your impact.
Share your profile your lobby, on social media, on your
website, in your annual report…
2. Get even smarter.
Use your profile as an assessment tool.
Choose 3 things to work on for next year.
3. Save time.
Your profile is an “online case for support”.
Use it to help you with local and national
funding requests.
53. 5 Ways to Use Your Profile
4. Build your board.
Inspire higher level conversations at meetings.
Use the profile in board recruitment.
Enhance your board orientation process.
5. Be a connector.
Check out what other nonprofits are doing.
How can you work together?
54. And finally, we
are here to help.
• E-mail Judith@CFSarasota.org.
• Or call (941) 556-7176.
55.
56. FINAL Deadline
to Complete Your Profile:
Friday, May 11
• Treat it like a grant application deadline.
• No extensions, no exceptions.