Many nonprofit organizations are faced with the need to improve their organizations efficiency and accountability to build trust and attract donors. This course, geared to Board members and CEO's, offers suggestions on how to set priorities, build timelines and responsibilities for implementing best practices and accountability standards. The Better Business Bureau's Wise Giving Alliance Standards for Charitable Accountability will be used as a model and study guide.
This course will focus on the importance, impact and key concepts in support of proper financial management and stewardship for nonprofit organizations. Participants will be exposed to financial terminology, issues and oversight techniques. The goal will be to help participants understand and articulate the relationship between the mission and financial affairs of nonprofits, thereby enhancing their ability to serve as advocates and expand the financial resources available to the organization. (Due to popular demand, this class will run for two sessions.)
Even the best working situation or project can become challenging. External forces, economic upheaval, changing expectations, bad press or internal ones staff concerns, performance issues, and low morale can deplete resources and frustrate the spirit of the most successful leader. How can you keep your team motivated, focused and performing? How can you keep your energy high and your focus on success rather than the challenges? In this class leaders at all levels will explore the advantages and the power of acknowledging your circumstances, discuss effective ways to adapt to change, and explore how you can provide the direction and support to move your team and organization forward.
Everyone understands the importance of relationships in the fundraising process. However, the importance of developing a team from the inside out is critical to the successful management of a nonprofit. Learn how to change the culture of giving within your organization; learn how to manage difficult co-workers; learn how to 'Rise Above' personality differences to achieve mutual goals; and, learn to cultivate the relationships within your organization. Being successful in each of these areas will help you create a much larger and more successful development team. Highly recommended for Board Members, ED's & Development Directors.
Successful development professionals know that fundraising is more than identifying wealthy individuals and asking them for money. It is more about the strategic sharing of passionate stories of need and the solutions on organization offers. This course is geared towards development officers who have shy fundraising board members, volunteers and even CEOs. It offers tips and methods to identify and create the stories that will resonate with prospective donors, and how to train those who hate to ask for money in how storytelling helps the fundraising process.
From time to time organizations have projects that require more skills and/or time than the staff can support. Exploring and creating a campaign, setting strategic direction and developing staff competencies are some examples of services an outside consultant can provide to support an organization's success. How do you know when hiring an external consultant is the best use of an organization's resources? If you decide to hire a consultant, how can you manage the relationship to secure the best outcomes for your organization? In this course we will discuss ways to assess your needs for a consultant, how to establish a productive relationship with a consultant * beginning with how to choose a consultant * and ways to work with consultants to reach your goals.
Too often development officers try to incorporate planned giving into their efforts by viewing it as a separate tool to assist with fundraising. According to many seasoned practitioners, however, this is not the best approach. Joe Bull, 2005 Chair of the Board of Directors of the National Council on Planned Giving, suggests that, ?Planned giving is an active process.? Come hear about how Collegiate School implements this process and thereby consistently enjoys $1-3 million every year in deferred giving activity. How does pursuing planned gifts differ from raising outright/capital gifts? How does a small shop raise these gifts without a dedicated planned giving officer? What can a CEO do to help? What must a governing board do to promote success? Our study will also provide a working knowledge of each of the eight most common gifts in this area, including their main tax features.
By building up from the bottom of the donor pyramid, an organization ensures a solid base of donors from which major gifts can grow. Successful annual fund programs at this level are more than sending letters to current and prospective donors several times a year. Marketing plays a big role in any successful fundraising campaign, whether the appeal is traditional direct mail, email or Internet. Learn how to build an affordable integrated marketing plan into your fundraising to increase visibility and bring new donors to your cause.
Your organization has received several restricted gifts. What happens next? Your Finance Office has to handle the gifts, reflect them in the annual budget and ensure the gifts are used for the purpose the donor intended. How can your Development Office best work with the Finance Office to ensure good stewardship? In addition, there are a host of other questions to be answered. What is an endowment? What are the types of endowment? What are the pros and cons of endowment gifts in an uncertain financial environment? How much of an endowment gift can be used to support programs? How should your organization report on its endowment? Get answers to these and more from this one-day crash course.
Your organization has received several restricted gifts. What happens next? Your Finance Office has to handle the gifts, reflect them in the annual budget and ensure the gifts are used for the purpose the donor intended. How can your Development Office best work with the Finance Office to ensure good stewardship? In addition, there are a host of other questions to be answered. What is an endowment? What are the types of endowment? What are the pros and cons of endowment gifts in an uncertain financial environment? How much of an endowment gift can be used to support programs? How should your organization report on its endowment? Get answers to these and more from this one-day crash course.
Your organization has received several gifts restricted to endowment. How is an endowment set up? How is it invested? In a rapidly changing financial environment, what should your organization's investment policy include? What are your organization's reporting obligations under the new UPMIFA law enacted in Virginia and how can they be used to assist fundraising? Learn about these and other related topics so you can work effectively with your Board Investment Committee, your colleagues, and your donors on the critical subject of endowments.
Your organization has received several gifts restricted to endowment. How is an endowment set up? How is it invested? In a rapidly changing financial environment, what should your organization's investment policy include? What are your organization's reporting obligations under the new UPMIFA law enacted in Virginia and how can they be used to assist fundraising? Learn about these and other related topics so you can work effectively with your Board Investment Committee, your colleagues, and your donors on the critical subject of endowments.
Fundraising for Small Nonprofits One of the biggest challenges in the one-person development shop is keeping all the balls in the air. In this class, we will focus on identifying which balls are the most important and why. We will help you build your case for support for the annual fund and any special projects you may have; define a volunteer and staff driven model for success; and write a development plan.
Explore effective prospect research resources, methods, internet sites and subscription databases to identify, refine and qualify all funding sources including: individuals, business and industry, private foundations, associations and government sources. For added benefit, come prepared with general needs, as well as specific projects, programs and funding needs. The class will spend quality time in the Computer Lab online, as well as studying other available resources.
Successful grantsmanship is more than grants writing - it's a comprehensive process of defining needs in a compelling way; determining best type of funding possibilities and strategies; researching and connecting with appropriate sources; writing and packaging the competitive, winning proposals; and managing grants and grantors after the award or the decline - while educating and engaging better your boss and your board. In this six-hour workshop you will learn the fundamentals, organization and management strategies, grant trends and solutions, and new resources that position your organization for greater grantsmanship success.
Anyone in a capital or annual campaign will benefit from learning the successful elements of a winning case statement. Judy Lankford, CFRE, will use her real-life case statement writing experiences to provide students with a basic 'road map' for creating this document. Jerold Panas' seminal book, 'Making the Case' will be our touchstone and point of reference. We will have fun analyzing the ingredients of successful case statements and will review some examples. Each student will work on creating a basic framework for their own organizational case statement document.
Given the current economy, non profits can engage corporate support through non cash efforts. Skills Volunteering is a unique and innovative approach building non profit sustainability using corporate human capital. It's a win-win: employees develop leadership skills while non profits benefit from increased operational efficiency. Learn how to initiate a Skills Volunteer project with corporate partners.
IOP110.17: Wednesday, Feb 3 | 9:00am-12:00pm | Inst. Moore | Fee $85
The landscape of philanthropy is changing, with donors looking to be more strategic in their giving, grantmakers expecting recipients to demonstrate measurable impact, new methods for giving being invented, and so on. Philanthropic institutions of all sorts are looking to the corporate world for ideas on how to give in new, more entrepreneurial ways, and new technologies are changing the way we all give. Learning about these trends and developing a strategy to respond to them productively can help prepare your organization for the future, while pursuing new opportunities in the present. This workshop will introduce you to a number of the most significant recent innovations in philanthropic giving, and give you a chance to brainstorm a plan to take advantage of them.
A well-run annual giving program not only provides critical funds to operate not-for-profit organizations but also serves as the platform for major gifts, capital campaigns, planned giving, and endowments. Yet many organizations operate the annual fund primarily through mailings and special events that only scratch at the surface of fundraising potential. The best annual funds know their donors and they know fundraising takes a village. They have a good development team of board members, chief executive, and development staff who know their roles and pull their weight in fundraising. They are strategic in the development of an annual fund campaign plan. They view the various methods - direct mail, events, grant process, personalized contacts - not as separate activities but as parts of a total program to acquire, keep, and upgrade donors over their lifetime. They analyze fundraising methods and set realistic goals. They have a personalized component - some one-on-one aspect. This course will focus on: Identifying your annual fund strategies and identifying the techniques for success; Defining and communicating the annual fund case - the fundraiser's best friend, Building your annual fund constituency, Maximizing relationships - the role of the board, volunteer and staff in the annual fund
This class will cover both the science and the art of ?making an ask?. Whether you are asking for the gift of a lifetime or simply an annual fund contribution, the art of the candid conversation is useful for all donors and development officers. Activities covered in the course will range from elevator speeches to in-depth prospect cultivation and solicitation techniques.
Communications professionals worldwide recognize he Internet has forever changed how we manage public relations and communications strategies for our organizations. Learn how new media channels and recent consumer, generational and business trends are continuing to shape how we collect online communications tools and what nonprofit organizations need to know about the opportunities and challenges they face in an increasingly digital world. Topics covered include social networking, blogs and other new media. This class will be held in a computer lab. Fulfills Core Nonprofit Marketing or any certificate Elective requirement.
This class builds upon Nonprofit Marketing Basics I with an in depth study of identifying and segmenting internal and external audiences, tactics to reach them and tools for measurement. The importance of speaking with one voice is addressed for staff, volunteers, donors and consumers. Participants study how to develop a promotions strategy that effectively and efficiently delivers the appropriate message to the right people to achieve the organization's goals. Prerequisite: Nonprofit Marketing Basics I
This class is an in depth exploration of the tactics used to effectively deliver messages to nonprofit constituents. Topics will build upon the elements of a marketing plan and include motivating audiences, branding, and budgeting. Participants learn to assess the need and application for market research, public relations campaigns, advertising tactics (print, broadcast, online), sales tactics, and corporate sponsorships. Prerequisite: Integrated Marketing Communication I.
Nonprofit Marketing Basics I is a useful and practical workshop focusing on marketing fundamentals and is targeted for any nonprofit staff member who is invested in the success of their organization. Participants are introduced to the universal marketing model through an introduction to identifying a target market and developing the appropriate product, pricing, placement and promotional strategies for their customer base.
This advanced workshop takes an intensive look at how to apply marketing principles to real world dynamics of nonprofit organizations and successfully develop an agency-wide marketing plan To receive full benefit from this workshop, participants are strongly encouraged to take Integrated Marketing Communications I and II, Nonprofit Marketing Basics I (and Don't Blink is recommended) prior to registering for this class.
