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Nonprofit Toolkit: Premium Edition

Subscribers to the Nonprofit Toolkit Premium Edition will get access to a library of  over 15 presentations on key topics including:

Resource Development

Changing Dynamics of Resource Development in the 21st Century

  • Characteristics of an effective organization
  • Emerging trends in resource development (including return on investment, accountability, transparency, and the need to adopt best practices from the business world)
  • New types of philanthropist (knowledgeable, selective, focused on returns and outcomes)
  • Practical steps to enable your organization attract resources in a crowded "marketplace"
  • The changing dynamics of wealth and philanthropy
  • Communications, marketing
  • Using both the personal touch and technology
  • Organizational culture: proactive versus reactive

 

Philanthropy & The Economy

  • A survey of articles and research compiled by Diversified Nonprofit Services
  • Executive summary
  • Summary of recommended actions by experts in philanthropy
  • Some positives
  • The big picture of philanthropy
  • Today's economy
  • Historical perspective
  • Foundation giving
  • Works cited

 

Creating an Annual Resource Development Plan

  • A comprehensive definition of resource development
  • Questions to answer before you can begin planning
  • Understanding your current resources
  • Understanding the expense side
  • Components of a resource development plan
  • Developing goals and objectives
  • Defining the components of a resource development plan
  • Obstacles to success in resource development
  • The internal resource development audit
  • Inventory of fund raising resources: board, staff and volunteers
  • Analysis of fiscal management
  • Marketing assessment
  • Community assessment

 

Prospecting: Maximizing The Potential for Fund Raising from Donors

  • Prospecting: a comprehensive definition
  • Benefits of prospecting
  • Why do prospecting?
  • The importance of confidentiality
  • Identification of potential donors
  • Prospect research
  • Evaluating the perceived giving capacity of each prospect
  • Identifying the best person to make each ask: the ideal solicitor
  • Roles and responsibilities in the prospecting process

 

Key Principles of Campaign Operations

  • Principles that apply to capital campaigns and annual campaigns
  • Prospect identification
  • Peer to peer solicitation
  • Sequential fund raising
  • Face to face solicitation
  • Thank you! Thank you! Thank you!
  • Board development
  • Campaign administration

 

The Art of the Ask: Making Successful Solicitations

  • A critical success factor in any fund raising campaign is how the prospective donor is asked to make a gift
  • Face-to-face solicitations produce the best results
  • How to "break the ice"
  • The contact: the first meeting with the prospect
  • The presentation: It's time to make your case
    • Make it personal
    • Focus on needs and outcomes (not the money)
  • You can't get it, if you don't ask: the close is the most important step
  • 14 guidelines for success

 

Moving The Prospect Toward Supporting Your Organization

  • How to introduce the prospect to what you do and who you do it for
  • Getting the prospect comfortable: Contact. Contact. Contact
  • Educating the prospect
    • Establishing a clear understanding of the need
    • Personification
    • Defining your programs and services
    • Familiarization with your facilities
  • Follow-up
  • Making the Ask: if you can't close with an ask for support, you have not succeeded
  • Thank you! Thank you! Thank you!

How To Succeed in Your Capital Campaign by Really Trying

  • A 36 month plan to launch a successful capital/endowment campaign
  • Mickey Rooney and Judy Garland fund raising: how not to do it!
  • Board development: the foundation for the future
  • Marketing: people can't help if they don't know you are there!
  • Time to assess: evaluating your resource development potential
  • The resource development plan: developing goals and objectives
  • Strategies
  • Organizational pitfalls and obstacles
  • Establishing the need: the real reason you want to climb this mountain
  • The feasibility study: why it is the most important part of a campaign and what it will tell you
  • Misconceptions about how to run a campaign
  • 12 questions that must be answered before launching a campaign
  • The big day: launch
  • Obstacles to campaign success: apple tree obstacles, lions and tigers and bears, and the wicked witch of the west

12 Questions That Must be Answered Before Launching a Capital Campaign

  • 12 questions that must be answered before launching a campaign that address common misconceptions about how to run a campaign
    • All we have to do is just ask people for the money!
    • We know we do a good job so everybody must know we do a good job!
    • Everybody in town knows who we are
    • Everybody knows what we do

 

Board Development

Board Recruitment and Orientation

  • The most critical success factor for any organization is leadership
  • Roles of board and professional leadership
  • The board building cycle
  • Recruiting new board members
  • Identification
    • Characteristics of board members
    • Where do we find them?
  • Who should recruit the prospective board members?
  • Orientation: before you ask them to join the board!

 

Board Leadership

  • Responsibilities of the board and board members
  • Key functions of the board
  • Characteristics of high performing board members
  • Obstacles to high performance and how to overcome them
  • Board development
  • Building effective board structure and processes

 

Governance

Taking Ownership Of The Vision: The Board of Directors

  • The roles of the board: set policy and raise money
  • Board ownership of the vision
  • Setting direction for the organization
  • Defining the mission
  • Ensuring the necessary resources
  • Goals for a high performance board
  • Good boards don't just happen: board development

 

Nonprofit Management

If You Fail to Plan, You Plan to Fail

  • Preparing your organization to meet the demands of a changing environment
  • Traits and wisdom of visionary organizations
  • Why use strategy development
    • Respond to critical issues (challenges & opportunities)
    • Address relevancy of programs & services
    • Address potential program changes
    • Plan for growth & expansion
    • Develop new funding sources
    • Satisfy requirements from funders
    • Control the agency's future!
  • The strategy development process
  • From strategies to actions: alignment and implementation

 

Marketing

Creating a Marketing Plan That Works

  • People won't know you are here or what you are doing if YOU don't tell them
  • Marketing defined
  • The marketing process
  • Set goals
  • Identify your target market
  • Do market research
  • Positioning
  • Your message
  • The marketing action plan
  • Evaluate
  • Adjust

 

Annual Campaign Marketing

  • Knowing and understanding your prospects so well that your organization "sells itself"
  • Benefits of marketing
  • Focus on your objectives
  • Case statement & campaign theme
  • Creating the marketing materials
  • Using the case statement
  • Kickoff events
  • Other marketing techniques

 

Marketing Programs

  • Practical techniques to educate your community and attract support including
  • “Tom Sawyer Marketing”
  • “Cocktail Party Marketing”
  • Kickoff Events
  • Small House Parties
  • Organizational Tour / Open House
  • Show & Tell Events
  • Volunteer Opportunities
  • Advice Visits
  • Gala Event