From Founder … to Executive Director … to Board Chair

By Hank Lewis, MA, CFRM on September 10, 2013

My response to an email from an Executive Director…. You indicated that it is your “goal to eventually turn over all operations to [your VP] and assume a position as Board Chair … [so] that [you] might be able to continue to form the basic direction of the intended purpose of the organization.” Non-profit organizations […]

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Developing Financial Information for Grants: A Team Effort – Thank Goodness! (Part 2)

By Lynn deLearie on September 5, 2013

In my June 6th post, I discussed the preparation of financials for grant proposals and introduced the team members integral to this effort. This month’s post will continue with a review of budget templates, and details on what to include in budget narratives and budget justifications: Budget Templates: The Missouri Common Grant Application budget templates […]

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“Let’s Put On A Show!”

By Tony Poderis on September 3, 2013

During a board meeting, many years ago, an influential and highly respected trustee declared, “What we need is more endowment. We ought to have a $20 million endowment campaign.” Being a trustee of influence and affluence, all heads nodded in agreement with him. Hearing that declaration made with no justification, and no warning, I was […]

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CFC Summer 2013 Action Planning – Part 3

By Carter McNamara on August 22, 2013

CFC Special Events & Resources There are many/various types of CFC special events that are held before and during the solicitation period of a CFC campaign. The best known are the CFC charity fairs, but other special events and resources that a CFC charity should be aware of are: Speaker’s Bureaus Loaned Executives Open Houses […]

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The Foundation of Your Planned Giving Program: Bequests V

By Tony Martignetti on August 15, 2013

In July I explained why bequests are the most popular planned gift. See the Planned Giving Series. This month I’m going into detail on why most bequest donors decide not to tell you that your charity is in their will. I’ve seen estimates that between two-out-of-three and seven-out-of-eight donors will keep their charitable bequests to […]

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The Fundraising Development Steering Committee

By Tony Poderis on August 8, 2013

…OR WHATEVER YOU WANT TO CALL IT !! Most non-profit organizations have (or surely should have), standing committees for finance, investment, marketing & PR, nominating and evaluating board members, and (where needed) building & grounds. From long experience, for some unknown-to-me reason, there is not usually a fundraising steering committee in place devoted to ensuring […]

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Get your Grant Proposal Team Engaged: The Importance of People

By Jayme Sokolow on August 1, 2013

I recently finished a government grant proposal that had only a two-week deadline. Of course it required many hours, day and night and over the final weekend to complete. And, as you may have guessed, it was submitted at 2:00am on Monday. It would be nice if I could take sole credit for this accomplishment, […]

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CFC Summer 2013 Outreach Campaign – Part 2

By Carter McNamara on July 25, 2013

Selected Unique Factors about CFC Fundraising The CFC charity itself does not make the direct solicitation. It’s the federal CFC campaign volunteers who do this, and the ones who are making the direct solicitation are called “keyworkers.” By law, every U.S. Federal agency holds a CFC campaign each fall, including at overseas facilities. More than […]

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The Foundation of Your Planned Giving Program: Bequests IV

By Tony Martignetti on July 18, 2013

In June I shared ideas on what to do with your direct mail letter. See the Planned Giving Series. This month we’re taking a hiatus from promotion to look at why bequests are basic to your Planned Giving program. You should expect 75 to 80 percent of your planned gifts to be bequests. They are […]

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CFC Summer 2013 Outreach Campaign – Part One

By Carter McNamara on July 11, 2013

=-=-=-=-=-=-=-=-=-=-=-=-=-= Update on Proposed Changes to CFC Regulations: As I write this, a Congressional Hearing about the proposed CFC regulations is scheduled for July 10th. I will have a special update on the proposed CFC regulations after the hearing, and what next actions steps are recommended. =-=-=-=-=-=-=-=-=-=-=-=-=-= Have a plan, work the plan! In my […]

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