All About Nonprofit Fundraising – Guidelines and Resources

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Sections of this topic

    All About Nonprofit Fundraising – Guidelines and Resources

    This topic in the Library will help nonprofit leaders and staff
    learn to understand the various/varied elements of fundraising,
    to recognize the importance of the relationship between an organization
    and its potential donors, and to construct and implement a strong
    fundraising plan/program for their nonprofits. In addition, much
    of the subject matter in this topic will help nonprofit leaders
    and staff recognize what it is that they don’t know about fundraising,
    and how to remedy that situation.

    Be sure to also see the following blogs and the many posts
    published in the blogs:
    Library’s
    Fundraising Blog
    and Nonprofits.

    Sections of This Topic Include

    Fundraising Basics – Sources and Responsibilities
    Fundraising Laws and Ethics
    Fundraising Leadership: Committees, Board and Other Volunteers
    Development Staff: Director of Development and Other Staff
    – – – Method: Direct Appeals
    – – – Method: Grants: Foundation and Corporate
    – – – Method: Grants: Government (Public Grants)
    – – – Method: Special Events
    – – – Method: Annual Funds
    – – – Method: Major Gifts and Planned Giving
    – – – Method: Capital Campaign and Endowment Fundraising
    – – – Method: Fundraising Online (including social media,
    online malls, corporations that accept online proposals)

    Fundraising Software
    Donor Communications, Feedback and Recognition
    Fundraising Planning (Tying It All Together)
    Hiring Fundraisers and Paid Solicitors

    Evaluating Your Fundraising Knowledge
    and Practices

    Related — But Sometimes Not Necessarily
    Related — Topics (Social Enterprise, Pro Bono, Sponsorships,
    Revenue Streams)

    General Resources
    Library’s
    Fundraising Blog

    Additional Resources

    Free,
    Online, Self-Paced Program to Completely Build/Strengthen Your
    Nonprofit

    Basic
    Guide to Nonprofit Program Design and Marketing

    How do I find grants for my nonprofit?

    Also consider
    Related Library Topics


    Fundraising Basics – Sources and Responsibilities

    Typical Funding Sources and Advantages and
    Disadvantages of Each

    (Credit to Ellen M. Hatfield of the Twin Cities in Minnesota)

    Source

    Advantages

    Disadvantages

    Individuals · Largest source of giving
    · Ongoing source one can build
    · Once a giver, also an advocate
    · Volunteers are a good source of money
    · Costly to develop, small return
    per individual unit
    · Hard to generate unless broad-based direct service appeal

    · Risky for the inexperienced
    · Need significant assistance from the organization’s
    board and volunteers

    Large-Family Foundations · Source of large sums of money

    · Accessible, professional staff
    · Clear guidelines, process
    · Most likely to research your request
    · Board volunteers can help, not always key

    · Start-up funds only
    · Lengthy process
    · More difficult to access through personal influence

    · Proposals may be more lengthy

    Community Foundations · Much like large-family
    foundations
    · Staff may be sufficient
    · Host of foundations within
    foundations
    · Most money is earmarked, special funds
    Small-Family Foundations · May fund ongoing operating
    expenses
    · Personal influence with board members helps
    · Guidelines often broad
    · Not very fussy about grant format
    · Hard to access, no professional
    staff
    · Often not large sums of money
    · Without personal influence, may not be possible
    Large Corporations / Corporate
    Foundations
    · Can be source of large
    sums of money
    · Smaller amounts of money may be ongoing
    · Often accessible, professional staff
    · May be tied to volunteer involvement
    · Business strategy may be clear
    · Source of cause-related marketing
    · Large sums of money aren’t
    ongoing
    · Hard to get around staff
    · Must be within their guidelines
    · Not likely to contribute if not headquartered locally
    or have a public consumer base
    · Often want board representation
    Small Corporations · Very informal approach
    · Money may be ongoing
    · Personal connections will suffice
    · Neighborhood focus will help
    · Small amounts of money
    · Narrow range of interest
    · Personal contacts are key
    Federated Funds (United Ways,
    United Arts, Combined Health Appeal)
    · Steady source of relatively
    large sums of money
    · Clear process
    · Professional staff, can be agency staff driven
    · Generally can’t be a start-up
    organization
    · Must be social service and fit priority focus
    · Very lengthy entry process
    · Very time consuming as must be part of yearly fund raising
    process, with periodic in-depth review
    Government · Large sums of money possible

    · Process is set, clear
    · Political clout helps
    · May be source of ongoing money

    · Application procedures
    may be long, tedious
    · May only pay by unit of service, fluctuates
    · Unspent monies may be returned
    · Difficult record keeping
    Churches and Organizations · Often looking for group
    projects
    · In-kind services most likely

    · Need to fit their service focus, neighborhood or religious
    outlook

    Who is Responsible for Fundraising in a Nonprofit?

    by Hank Lewis

    A Reader Wrote: “I have been looking around your web site/blog trying
    to find information about the role of employees in fundraising for an NPO. I
    see some information about the role of board members and volunteers, but I seem
    unable to find anything specific about employees….”.

    It’s a “given” in the fundraising world that: “Everyone
    at a nonprofit has an impact on the organization’s ability to raise money”
    … even though not everyone is involved in “Asking.”

    Although someone else might have the title, the CEO is also
    the chief development officer. S/he is the chief advocate for the organization
    and its mission, and should be the most knowledgeable person about how the NPO
    is pursuing that mission. S/he is the public face of the NPO, with the most
    credibility.

    The CEO is (and should often be) involved in many of the major solicitations,
    either alone or with someone who is better suited to do the “Ask.”

    Board Members, ideally, should all give to the best of their
    ability and should be involved in the process of identifying, cultivating and
    soliciting (other) major donors — but, they aren’t always wealthy, and they
    don’t always have wealthy friends.

    I refer to “Volunteer Leaders” as the people most
    involved with the identification, cultivation, evaluation and solicitation of
    major donors. They don’t have to be board members, but they must be committed
    to raising (or helping raise) the needed funds.

    Staff members fall into three categories: (1) Those who actually
    work at advancing and supporting the NPO’s development/fundraising efforts;
    (2) Administrative and support staff; and, (3) The program staffers who design
    and deliver the NPO’s services.

    In the context of this posting, nothing needs be said about group #1.

    The group #2 people have occasional contact with (prospective) donors, and
    how they treat those folks creates an impression that can/will impact the likelihood
    of giving.

    The folks in group #3 have the most experience with advancing the mission.
    They design and implement the NPO’s programs, and they know the people being
    served. They are the best people to be describing how the donor’s money has
    or will impact people’s lives.

    These folks don’t have to be involved in “Asking,” but they should
    be involved in the process of cultivating/educating prospective and current
    donors … ‘cause nobody can tell the story the way they can.

    One more thought: Everybody should pass on to the development staff any (non-confidential)
    information they have that might help identify, cultivate, evaluate or solicit
    (potential) donors.

    I hope I answered the reader’s question. If not, let me know.

    Fundraising for New Nonprofits

    by Hank Lewis

    An email asked: “What advice is there for new nonprofits without a funding
    history? So many groups with a lot of potential just don’t know where to begin.”

    The biggest mistake most new NPOs make is the assumption/belief that, because
    they want to do wonderful things, everyone (read: gov’t, corporations, foundations
    and “rich people”) will want to give them money.

    The fact is that an NPO must prove itself — prove it can do what it says it
    can, prove it can be fiscally responsible, prove it is actually needed — before
    gov’t, corps and fndns will be willing to invest in it.

    Of course (he says with tongue-in-cheek), that leaves rich people, and all
    new NPOs think that Bill Gates is going to send them a check — all they’ll
    have to do is write him a letter, then watch the mail.

    Hey, don’t hold your breath on that one.

    A major factor for getting money from rich people is having access to those
    people. If you have personal relationships with the wealthy, then it’ll be easy
    for you to pick up the phone and make an appointment to go see your “friend”
    and ask for that big check. The same if you know someone who has those connections
    and can/will do that for you.

    Failing all that, it comes down to the hard realization that, if you don’t
    know someone with an “in,” you must rely on the tried and true methods
    for obtaining that initial funding.

    If you can’t rely on outsiders (the gov’t, corps, fndns and the wealthy), it’s
    up to the insiders to make it happen.

    For each new non-profit, the specifics may be different, but the general circumstances
    are pretty much the same. There must be an understanding that if the people
    who created the new organization can’t/won’t give of their own resources (to
    the extent they can) then why would anyone else want to … why should anyone
    else?

    Once that is understood, the founders of that new NPO must take an inventory
    — who of the people that they know might come to care (as much as you do) about
    the reasons why the NPO was created … and eventually want to support that
    organization.

    There must also be an evaluation of how those founders and the people with
    whom they have relationships can begin to make a difference. This step is often
    best accomplished with some expert guidance.

    Many new NPOs bring in someone to speak with their leadership, to educate them
    as to the processes and procedures that are, typically, most effective, and
    to help them determine what might be most effective for them. Founders of many
    new NPOs also attend seminars/workshops designed to educate new NPO leaders.

    Bottom line for a new NPO is — to paraphrase, “Only when you’ve helped
    yourself will others be willing to help you.” PROVE you’re worthy, and
    future funding will be a lot more likely.

    Numerous Additional Resources About Basics of Fundraising

    Fundraising
    (Wikipedia)

    A Basic Philosophy
    Types of Fundraising
    Fundraising
    or Not Fundraising? That is the Question

    Getting
    the Donor to Want to Give

    Fundraising Fundamentals
    Charity Fundraising Ideas
    “Development”
    is NOT a synonym for “Fundraising”

    Hank’s
    Top Ten Fundraising “Musts” 1-5

    Hank’s
    Top Ten Fundraising “Musts” 6-10

    The
    Politically Incorrect Guide to Donors

    Research Shows New Dos and Don’ts of Fundraising
    What
    Is A Mature Fundraising Organization?

    Do’s
    and Don’t’s of Fundraising

    Fundraising in the Insecure Economy (2008-2010)
    Fundraising:
    If You Don’t Ask, You Don’t Get

    Five
    Great Fundraisers

    Who
    Is Responsible For Fundraising At An NPO?

    Is
    the CFRE Credential Worth the Time and Money?

    Direct
    Mail, Donor Acquisition and Evaluating A Development Officer

    Fundraising
    for New Nonprofits

    Designing
    An Ask Package”

    How To Better Manage Your Grant Program
    “Philanthropy,
    An Often Misued Term

    Fundraising: If You Don’t Ask, You Don’t Get 2
    Your Grantsmanship Team: Who’s on First?
    You Can’t Just Ask For Money !!
    To Pursue or Not Pursue Funding: That is The Question
    Asking for the Smaller Gifts
    ’Development’ And ‘Fundraising’ Are Not Synonymous
    Using Graphics in Your Proposals (Part 1)
    Using Graphics in Your Proposals (Part 2)


    Fundraising Laws and Ethics

    Laws

    Fundraising
    Compliance Guide: Charitable Solicitation Registration and Compliance
    Unified Registration
    Statement

    New
    Form 990 Makes Fundraising Registration Unavoidable

    Asking
    for Donations? Be Sure You’re Properly Registered

    Tax-Exempt
    Organizations and Gaming

    Recording
    Year-End Checks/Gifts to Nonprofits

    Ethics

    Frequently
    Asked Questions About Fundraising Ethics

    Where can I learn about ethics in fundraising?
    Test
    Your Fundraising Ethics

    Fundraising
    Ethics — Clarifying The Language

    Fundraising
    Ethics

    Financial Advisers and the Non-Profit Sector
    Fundraising Ethics Revisited

    Also consider
    Business
    Ethics


    Fundraising Leadership: Committees, Board and Other Volunteers

    Role of the Nonprofit Board Fundraising
    Committee

    One of the biggest misconceptions about the Fundraising Committee is that its
    members are to do the fundraising for the nonprofit. No, the job of the Fundraising
    Committee is to ensure that the fundraising is done very well. The actual fundraising
    should be done by all Board members, with various staff members supporting those
    Board members.

    What’s the Primary Role of Any Board Committee?

    The role of any Board Committee is, at a minimum, to ensure “best practices” in the activities, or the function, that the committee is assigned to. Just like people need to do certain things to stay healthy (such as eat, sleep and exercise), organizations need to do certain activities, too. Many people might refer to those activities as “best practices.” (There are many strong feelings about whether “best practices” even exist, but most people would assert that the phrase has more usefulness than not.)

    When recurring crises occur, it’s usually because people are attending only to what’s urgent and not to what’s important. Best practices ensure that the most important activities are done. So Board committees should ensure “best practices” are implemented in the major functions in an organization, for example, in Board operations, planning, marketing, staffing, finances and (in the case of nonprofits) fundraising.

    What’s the Primary Role of a Fundraising Committee? What Are Its Ongoing Responsibilities?

    Notice the nature of the following activities — how they are not focused on very near-term, detailed tasks for Committee members to raise money. The following responsibilities should be included on a work plan for a Fundraising Committee. Notice that the activities are recurring — they should be done on an ongoing basis.

    1. Ensure there’s a specific fundraising target

    How much money needs to be raised? Usually the amount is the difference between expected revenues and expenses. Usually those revenues and expenses are identified during strategic or program planning.

    2. Ensure prospect research occurs to identify how much money might be raised from different types of resources

    Good prospect research will look at the nature of the nonprofit’s services and its locale, and identify similar nonprofits and the sources of funding used by them. For example, similar nonprofits might have raised 50% of funds from individuals, 20% from government contracts, 20% from grants and 10% from fees. That profile suggests the mix that the nonprofit might aim for. Good prospect research will go beyond searching a database of foundations to submit proposals to.

    3. identify specific, potential sources of funds from a diverse mix of sources

    Now the nonprofit is ready to start selecting specific sources of funds from individuals, foundations, government and/or fees. These activities should result in the names of specific sources, for example, names of people, foundations and government agencies, and/or the specific amounts of fees to charge for certain services. (The amounts of fees to charge might be recommended by, for example, a Marketing Committee.)

    4. Develop an action plan about who is going to approach what source, how and by when

    This responsibility includes identifying which Board members will approach what source, along with what staff members will support those Board members. All Board members should have assignments, not just the members of the Fundraising Committee.

    5. Compile the results of items 1, 2, 3 and 4 into a Fundraising Plan that is approved by the Board

    The Plan should include more than merely a listing of what foundations to approach. The Plan becomes the roadmap for generating sufficient revenue. It should include realistic expectations from a diversity of sources, and justify how those sources were identified. It should include an action plan (from step 4) that the Fundraising Committee ensures is implemented on a timely basis.

    6. Ensure effective administrative systems to track grants and donations

    As funding comes into the nonprofit, its various sources and amounts must be closely and accurately documented. Acknowledgements and receipts must be provided back to donors. Grant requirements must be monitored to ensure they are met. In the United States, fundraising information must be included on the IRS Form 990.

    Summary — Job of the Fundraising Committee is to Ensure Planful, Strategic Fundraising

    So, again, notice that the job of the Committee is NOT to just ask the Executive
    Director to provide a list of foundations to write grants to. It’s much more
    strategic than that. And its responsibilities are recurring — Committee members
    should never say they don’t have anything to do. Members of the Fundraising
    Committee should not be picked because they are “big names” or “big pockets.”
    Popular and rich people rarely want to serve on Fundraising Committees. Many
    times, they’d rather write a check, than be expected to attend monthly meetings.
    And foundation officers see right through the “game” of listing big names on
    a list of Board members. Instead, select members who know how to think strategically,
    develop a plan and ensure that the plan is implemented.

    Numerous Additional Resources About Basics of Fundraising Leadership

    Fundraising:
    Leadership vs. Management

    Leadership:
    The Board’s “Mythunderstood” Role in Fundraising

    The
    Non-Profit Advisory Board/Committee
    Reasons
    Not to Combine Fundraising and Marketing Committees
    Honorary
    Board Members: Truth and Consequences

    Planning Advice to Development Officers When Making a Major Gift
    Call with Board Members and Volunteers

    Role of the Fundraising Committee
    Fundraising
    and The New Executive Director

    Major
    Donor on The Board

    Establishing Rewarding Fundraising Partnerships
    Who
    Is Responsible For Fundraising At An NPO?

    The
    Board … And Fundraising

    Nonprofit
    Boards: Directors vs Trustees

    A
    New Nonprofit, A New Board, and The Grants Process

    Praise
    for the Professional Director of Development

    How
    Many “Hats” Can A Nonprofit Professional Wear?

    “Give,
    Get or Get Off” — Revisited

    Also consider
    Boards
    of Directors

    Leadership

    Volunteers


    Development Staff: Director of Development and Other Staff

    Does Your Organization Need a Director
    of Development?

    by Hank Lewis

    I initially wrote this piece with the idea in mind that many NPOs don’t
    need DODs, but my wife read it and said I was totally wrong. So, the following
    is sort of a collaboration … actually, I won’t publish anything
    she doesn’t approve !!

    Ideally, from day one, an organization should have someone who knows/understands
    the NPO, its mission, its leadership and its hopes and aspirations. This person
    should have the experience and skills to help the NPO plan for next week and
    next year.

    This person should have input at all levels, should be able to guide/train
    the board members and the CEO, and should be able to bring to staff an awareness
    and understanding of how they affect the development process.

    A large organization, with a large development staff, must have someone to
    coordinate the various programs and be sure that they support, not conflict
    with or duplicate each other. Sadly, the vast majority of new/nascent NPOs don’t
    have the money to hire a person with the requisite experience and capabilities.

    Smaller organizations that live on grants, need a grants officer. If much of
    a NPO’s income is from events, then an event coordinator is needed. If
    one person can do both, all the better.

    To hire a staff person to focus on one or two activities, and give that person
    the title of Director of Development, is to lie to that person, to that person’s
    next employer and to the board and staff of the NPO doing the hiring.

    Hiring a person and giving them the title doesn’t mean that you’re actually
    getting all the experience/expertise that comes with a real director of development.

    A DOD is a critical hire for an organization. The right person can greatly
    help ensure an organization’s future….

    Numerous Additional Resources About Development Staff

    Does Your Organization Need a Director of Development?
    Does
    Your Organization Have A Director of Development Who Isn’t….??

    Who
    Should You Hire to be Your Director of Development?

    Development
    and Program Refuse to Play in the Same Sandbox

    Fundraising
    and the NPO Staff – Further Thoughts

    Direct Mail, Donor Acquisition and Evaluating A Development Officer
    Another Director of Development Who Isn’t
    Staffing The Development Office
    The Role of The Development Office
    Contingent-Pay for Development Staff
    A Salary Question – For Someone New to Development
    Follow Eight Core Ideas to be a Great Grants Proposal Manager!

    Also consider
    Employee
    Performance Management
    Staffing


    Fundraising Method: Direct Appeals

    Direct Mail Donor Retention

    by Jonathan Howard

    You know that the key to net gains and year-to-year growth of your direct mail
    fundraising lies with your donor retention rate. Helping first time donors become
    loyal friends can generate as much as an 80 percent return on investment.

    That’s a pretty great business model. But few nonprofits get it right.
    Here are some key reasons why American philanthropy’s donor retention
    stinks.

    Stingy thank-yous. I just sent you money to change kids lives or save the world.
    Now I want swift assurance that my money is making that important difference.
    Instead, I get a form letter back, focused on the tax-deductibility of my gift
    from some mid-level employee in the development office. Often these aren’t
    even personally signed.

    Awkward introductions. I’ve just taken one step into your world. Are
    you going let me know you’re happy to see me, bring me up to speed on
    your work and dreams and introduce me to other people I’d find interesting?
    That’s the job of the friendly welcome package that donors … the
    “package” they should get within two weeks of their gift. But generally
    don’t.

    News I can’t use. My donation is not a license to bore me with “news”
    about your meetings and big shots, or just as bad, to give me no news at all.
    I want to know how you help me be more like the person I want to be: compassionate,
    effective, wise. Donor communications should be all about the donor, not the
    organization. The word “you” should appear in every item.

    Ineffective asks. Some nonprofits fail at mail because they don’t ask
    for repeat contributions soon enough or often enough. Others fail because they
    treat donors like automatic teller machines. Both groups fail because they don’t
    offer donors good reasons to give again. It’s not “mail” that
    donors dislike – it’s the lack of sincere respect and regard for
    them that turns donors off.

    The answer isn’t turning off the mail. The answer is using mail to build
    an honest relationship of head and heart with your recent donors.

    Numerous Additional Resources About Direct Appeals

    Direct
    Mail Fundraising (Wikipedia)

    How
    To Write The Perfect Fundraising Letter

    112
    Tips to Help You Raise More Money By Mail

    Deleting
    Names From Your Mailing/Solicitation List

    QR
    Codes and When Not to Use Them
    15
    Odd Things That Make Direct Mail Fundraising Appeals Successful
    What
    Every Non-Profit Ought to Know about Direct Mail Fundraising
    6
    Examples of Effective Fundraising Letters


    Fundraising Method: Grants — Foundation and Corporate



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    Is Your Organization Ready to Start a Grants
    Program … or Even Submit your First Proposal? (Part 1 of 2)

    By Lynn deLearie

    In my (May 12, 2011) post, Grantsmanship:
    The Good, the Bad and the Ugly
    , I quoted from a 2010 WealthEngine white
    paper stating that the average cost-per-dollar-raised for grants is 20 cents
    … an ROI of 500%. With such an impressive return on investment, starting
    a grants program at your NPO might seem like a great idea…

    But, as Hank Lewis wrote in his (May 14, 2010) post, Grants:
    Free Money – Not Quite !!
    ,“Grants come with a variety of obligations.
    Corporations, foundations and government agencies don’t just give it away.
    It takes more than mailing applications and waiting for the checks to arrive.”

    So, what do you need to consider before starting a grants program?

    I advise (potential) clients to consider the following four points before launching
    a grants program at their NPO:

    Financial Readiness
    Hank wrote in his post, “The vast majority of grantors want to see your
    audited financial reports and your budgets. They want to know where the rest
    of your funding is from, and you will need to prove that you are fiscally responsible,
    can be trusted and that you operate in a business-like manner.”

    In my experience, all of this is true. You will need to provide detailed financial
    information with most of your foundation grant applications. The exceptions
    may be with family foundations that don’t always require this level of
    detail.

    A good example of what will be required can be found in the Missouri Common
    Grant Application, downloadable here.

    The application requires the following financial attachments:

    Internally prepared income statement for current fiscal year

    AND A complete copy of organization’s audited/reviewed/compiled financial
    statements for the last fiscal year which includes two (2) years of financial
    information

    OR An organization’s most recently filed Form 990 plus internally prepared
    financial
    statements for the past two (2) years.

    Along with these organizational financial records, you will also need to provide
    a project budget, your long-term funding plan for the project, and often a budget
    justification. The Missouri Common Grant Application and Budget Templates provide
    good information on what will be required.

    See Is
    Your Organization Ready to Start a Grants Program … or Even Submit your
    First Proposal? (Part 2)
    .

    Numerous Additional Resources About Grants: Foundations and Corporate

    Grant Readiness

    Rating and Evaluating Prospects: Whom Do You Ask For How Much
    Grants:
    Free Money — Not Quite!! (Part 1)

    Grants:
    Free Money — Not Quite!! (Part 2)

    Grants
    Are Not Gifts

    Grant
    Seeking by the Book (Part 1 of 2)

    Grant
    Seeking by the Book (Part 2 of 2)

    Impress
    Funders With Your Grant Proposal


    Constructing An Effective Grant Proposal (First Part of a Series)

    How to write a nonprofit grant proposal
    How to Develop a Grant Proposal Writing Process
    Writing
    a Case for Support That Inspires

    key considerations
    when developing a computer system proposal

    4
    Things to Include When Writing a Report to Your Funders

    Impress
    Funders with Your Grant Proposal: Target Your Outcomes

    Grant
    Writing for Non-Profits

    Grant Writing Tips for the Unprepared
    Samples and Templates for Nonprofit Organizations
    Funding
    for Technology Ask for the Right Thing and Connect to Your Mission

    Donor
    Centric Grantsmanship

    Private,
    and Corporate, and Family Foundations! Oh, My!

    If
    You’ve Met One Type of Grant, You’ve Met Them All

    The
    Combined Federal Campaign: Debunking The Myths

    Prospecting
    for Foundation Gold

    Top
    20 Items For A Successful Grant

    Neither
    Rain, Nor Sleet, Nor Gloom of Night…

    Don’t
    Call Us, We’ll Call You

    Going
    Over The Head Of A Foundation Program Officer

    The
    Dog Ate My Foundation Report…

    Your
    Best Foundation Funder is not your Best Funder Forever

    What
    Is Your Grant Win Rate? What Should It Be?

    Corporate
    Giving: Foundation Grants vs. Sponsorships

    Is
    Your Organization Ready to Start a Grants Program … or Even Submit your
    First Proposal? (Part 1)

    Cultivating
    The Grantor (Part 1)

    Cultivating
    The Grantor (Part 2)


    Grants Management

    Grants management is about using the grant as the grantor intended,
    and reporting to the grantor on a periodic basis. The guidelines
    and procedures for managing specific grants depend very much on
    the terms of the grantor. The following links give you some idea
    of what’s generally involved in managing grants.
    Managing
    Public Grants

    Improving
    the Grant Management Process (for federal grants)

    Designing Evaluation Methodologies to Include in Your Grants

    Funders expect nonprofits to say how they will spend the funder’s
    money and do so in an effective fashion — and be able to prove
    that they spent the money in an effective fashion. Usually that
    proof requires an evaluation. Thus, funders often want nonprofits
    to include in their grant requests, descriptions of how they will
    evaluate the project being funded by the grants. The reader would
    benefit from reading:
    Basic
    Guide to Program Evaluation


    Fundraising Method: Grants — Government (Public Grants)

    Introduction To Government Grants

    By Jayme Sokolow

    Every year, government agencies around the country provide over $200 billion
    in grants … for specific services to local communities. Today, there are
    approximately 2,000 federal grant programs and over 40,000 state grant programs.

    But before you get all excited about all that government money, you must really
    understand what government grants are and who is eligible to apply for them.

    What Is A Government Grant ??

    A (federal, state, local) government grant is the money awarded to a nonprofit
    organization (NPO) consistent with a contract between the government and the
    NPO – where the latter provides the service for which the former pays.
    (Grants, of course, do not have to be repaid.)

    There is an application process for all government grants, and not all applicants
    qualify. Then, when you receive a grant, you are agreeing to carry out the activities
    described in your grant application and to adhere to all the conditions of the
    award. All such grants include various conditions, one of which is always that
    the grantee must provide periodic financial and program reports on their “contractual”
    activities.
    There Are Two Kinds of Federal Grants.

    For a Direct Grant a you apply directly to federal agency … and there
    is great competition for these, as you (often) compete with many other nonprofits
    for funding.

    With a Pass-Through Grant, a state government receives federal grant money
    and then passes on these funds to local nonprofit organizations. There may not
    be a lot of competition for these, and they are likely to be smaller dollar
    amounts than direct grants.

    Examples of Federal and State Government Grants:

    • US Department of Education: grants to help prepare underserved
    students to graduate high school and attend college.
    • US Department of Health and Human Services: grants to
    provide comprehensive sickle cell disease education, outreach,
    and medical services.
    • North Carolina Department of Environment and Natural Resources:
    grants to municipalities to prepare for natural disasters such as floods
    or hurricanes.

    Who Is Eligible to Receive Federal and State Grants:

    Typically, most grantees fall into the following categories:
    • Government organizations: State and Local Governments,
    Native American Tribal Governments.
    • Educational organizations: school districts, private schools,
    institutions of higher education.
    • Public housing organizations: public housing authorities,
    Indian housing authorities.
    • Nonprofit organizations: nonprofit organizations having 501(c)(3)
    status with the IRS, other kinds of NPOs. 392

    To get an idea of the volume of federal grants, visit The Catalog of Federal
    and Domestic Assistance (www.cfda.gov), which lists every grant program administered
    by the federal government. For grant opportunities at the state level, visit
    your state government’s Internet site.

    Numerous Additional Resources About Grants: Foundations and Corporate

    Introduction
    to Government Grants

    Searching
    for Federal Government Grants

    Acquiring
    Public Grants

    Understanding
    Federal Grant Announcements

    Federal Grants: To Apply or Not to Apply….
    Federal Grants: A Pre-Application Financial Checklist
    Start your Federal Grant Proposal Process…
    The Combined Federal Campaign: Debunking The Myths
    What is the CFC and Where to Apply: The Nuts & Bolts
    Start your Gov’t Grant Proposal with a Great Kick-Off Meeting
    The CFC is the Most Donor Friendly Means of Giving
    Developing Strong Win-Themes For Your Gov’t Grants
    The Biggest Mistake that Nonprofits Make…
    In The Combined Federal Campaign, Little Things Mean a Lot
    Tell a Great Story in your Gov’t Grant Proposal!
    Government Grants: Stepping Back from the Keyboard!
    Staying Visible To Your CFC Donors … And To Everyone Else
    Add Zip to your Government Grant Proposals!
    The First Step in Applying for the Combined Federal Campaign:
    A CFC Hint for National and International Charities … and Local NPOs
    Applying for The CFC — National & International Nonprofits
    Applying to The CFC — Local Charities
    Minimize your Government-Grant-Proposal Risks!
    The Importance of Executive Summaries in Government Grant Proposals
    Don’t Let Your Grant Proposal Time Slip Away!
    The CFC: Choosing Your Leadership Development Team
    The CFC: Leadership Development & Charity Fairs
    CFC and Planning for the Fall, Part I
    CFC and Planning for the Fall, Part II
    Managing a Geographically-Dispersed Grant-Proposal-Team
    Plan and Organize Your Proposal before You Write
    The CFC: Leveraging National Volunteer Week – April 15-21, 2012
    Federal Grants — Write and Review !!
    Write a Great Federal Grant Executive Summary!
    The Combined Federal Campaign — 2011 Giving Greater than all but 13 Foundations
    Your Federal Grant Proposals Should Not Be Clichés
    How’d We Do In The Combined Federal Campaign ??
    The Combined Federal Campaign — Let the Games Begin !!
    Tips For a Successful Campaign … From My CFC Playbook
    Why Participate in the Combined Federal Campaign (CFC)

    Also consider
    Grants: Foundation and
    Corporate

    Grants: Government (above)
    Grants Management (above)


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    Fundraising Method: Special Events

    Special Events: Cost Per Dollar Raised

    By Natalie Lewis

    A recent email asked: “Do you have an article or statement on what is
    the standard “special event fundraising equation” used to determine
    financial success? Obviously, one would set a goal, and if that goal is set,
    you have been successful. Raising awareness and “making friends”
    is priceless. But, is there a basic non-profit formula goal such as ‘for
    every dollar spent to organize, coordinate, market, and produce the event, you
    would hope to raise two dollars?’”

    Sadly, there is no “Special Event Fundraising Equation.”

    The cost per dollar raised, or return on investment, is dependent on a number
    of factors. Since those factors have been addressed in prior postings*, I’ll
    keep it simple. (See: Special Events)

    The first time, or even the first couple of times an organization runs an event,
    they’d be lucky to break even. Only after an NPO’s community/constituency
    is familiar with the event can there be any assurance that there will be a sufficient
    number of people interested in the event and willing to attend.

    Over the years, as the event becomes a “tradition.” and the organization
    knows what works and what doesn’t, do the costs and income become predictable.

    As the event “matures,” the gap between costs and “profit”
    increases. A fully mature event can generate two, three, even four times its
    cost … but that does not happen overnight.

    As to setting a goal for an event, you can only do that after you’ve
    had a number of years of experience with that event. Setting a goal in the first
    couple of years would be an exercise in wishful thinking or in self-delusion.
    And remember, you only set a goal when you KNOW you can reach it. Failure to
    attain a fundraising goal sends a wrong message to your current and future donors.

    Numerous Additional Resources About Special Events

    What
    Is A Special Event?

    Special
    Events: So Misunderstood

    How
    Do I Put Together an Effective Event Committee?

    How
    Do I Get My Board to Do What They’re Supposed to Do For Our Event?

    Corporate
    Support of Special Events

    A
    Change of Pace

    To
    Auction or Not to Auction

    Celebrity
    Auctions

    Special Events and the NPO Staff
    Special Events: Cost Per Dollar Raised
    Special Events: Two Perspectives
    Events Are Team Efforts

    Also consider
    Facilitation
    Meeting
    Management


    Fundraising Method: Annual Funds

    The Annual Fund Is Obsolete

    By Hank Lewis

    After thirty years in the non-profit sector, I often find myself questioning,
    not what we do, but how we label what we do — and how those labels often
    limit us. The best example of that concept, I believe, is the label “Annual
    Fund.”

    It seems as if, for as long as there have been formal development programs,
    there have been “Annual Funds.” Each year, goals are set, development
    staff gears up for another year of activity, constituents get letters and/or
    phone calls asking for a gift, development staff worries about making/exceeding
    their goals and they look forward to the end of the fiscal year, when they can
    put it all to bed and take a deep breath….

    While going through this process, however, we are sending the wrong message,
    not only to our constituents, but also to ourselves. The message is that we
    should only ask for one gift per donor per year, and that the donor should only
    give once each year !

    Somehow that seems contrary to what fundraising is all about.

    By focusing on the (single) annual gift, we and our constituents lose sight
    of why the giving is important — what and who it supports. People become
    focused on the process, not on the reason for the process.

    Let’s name the process (of raising money on a fiscal year basis) in honor
    of a founding member of our organization, after the organization itself, or
    what the funds support, but no more “Annual Fund.”

    Let’s not allow what we call an activity to limit what we can accomplish
    via that activity. And let’s not stifle the creativity that takes us beyond
    mere process.

    Additional Resources About Annual Funds

    The
    Annual Fund Is Obsolete

    The
    Annual Fund Is Obsolete: Three Follow-Up Thoughts

    Consulting
    Agreement For An Annual Fund Campaign


    Fundraising Method: Major Gifts and Planned Giving

    What is a Major Gift ??

    By Hank Lewis

    Many Non-Profit Organizations (NPOs) use the term “Major Gifts”
    to refer to those that are larger than the usual range of gifts that arrive
    in the mail. Typically, $1,000 is the magic number.

    But, unless an organization’s budget and/or the amount to be raised via
    the fundraising process is unusually small, gifts of $1,000 won’t significantly
    aid in pursuing financial goals.

    A Major Gift, which could be a planned gift, is not based upon exceeding a
    specific dollar figure — as above, but requires:

    1• Amounts that will significantly help to attain fundraising goals —
    1% or more of the goal would be significant. If your goal is $1,000,000, at
    $1,000 each, you’d need 1,000 gifts; and, unless you have the prospect
    base with that many donors who have given at that level in the past, that’s
    not very likely. Realistically, for a goal
    of that size, gifts of $10,000 and up are necessary. (We will address the concept,
    construction and use of a Gift Table in a subsequent posting.

    2• That prospects be cultivated and solicited on a face-to-face basis.
    Consistent with the concept/practice of “development,” in order
    to get
    donors to want to make “major” gifts, there must be a relationship
    between the donor and the person doing the asking. And that person
    must also be one of the people, in not the person, doing the cultivating and
    educating of the prospective donor.

    3• Ask amounts that are well thought out and well researched. When asking
    for ANY gift to a non-profit, it should always be for a
    specific dollar figure. For a major gift, it should be a figure based on the
    donor’s ability to give … and you should always be able to
    give the donor a good reason “why that amount” !! (For discussion
    in a future posting.)

    4• The development and implementation of an individual plan, or strategy
    for getting each potential donor to the point where s/he is
    ready to make the gift you want him/her to make.

    Numerous Additional Resources About Major Gifts and Planned Giving

    What
    is a Major Gift ?

    What
    is a Major Gift Prospect?

    We’re
    Not In Oz, Dorothy: Why Your Donors Give

    Major
    Gifts — Ensuring The Future

    Evaluating
    Your Major Gifts Prospects

    Leadership
    for a Major Gifts Program (Part 1 of 2)

    Leadership
    for a Major Gifts Program (Part 2 of 2)

    Asking
    For The Major Gift — Part 1 of 3

    Asking
    For The Major Gift — Part 2 of 3

    Asking
    For The Major Gift — Part 3 of 3

    Looking Forward — Major Gifts in the New Year
    So,
    You Want To Raise The Money To Build A Playground !! #1

    So,
    You Want To Raise The Money To Build A Playground !! #2

    Using
    Gift Clubs to Encourage Major Gifts

    Are Major Gifts Annual Gifts ??
    Major Gifts Committee Member Job Description
    Not All Large Gifts Are Major Gifts: Part One – How Not To Go About It
    Not All Large Gifts Are Major Gifts: Part Two – Go-Away Money
    Looking Forward: Major Gifts In The New Year
    Major Gift Fundraising – A Three-Legged Stool
    Who
    Moved My Funder?


    Fundraising Method: Capital Campaign and Endowment Fundraising

    Capital Campaigns – Part #1 of
    14: What They Are

    By Hank
    Lewis

    This series of postings (don’t know yet how many will be in the series)
    is to help you understand and prepare for a capital campaign, so that, when
    you hire a staff campaign director or engage counsel, their time (and your money)
    will be used most effectively.

    To start, a definition: A Capital Campaign is an intense effort to acquire
    sufficient commitments to add up to a specific large sum, for a specific valid/urgent
    purpose.

    The word “Capital” refers to the money needed to erect/expand/renovate
    a building; it includes funding needed for the purchase/installation/overhaul
    of (major) equipment; and, has come to include funding to create/expand an endowment.
    (Endowment campaigns will be addressed in greater depth in a future posting.)

    The term “campaign” has it’s origin in a military context
    — although it’s rarely used that way today. It referred to the actual
    period of time that the troops were in the field, engaged with the enemy. It
    was/is a period of action/activity that, ideally, had been planned very carefully.
    In this context, it is the period of time in which most of the needed dollars
    are solicited/pledged.

    The “intensity” of the effort refers to having board members, staff
    and other volunteers commit the (additional) time and energy necessary to achieve
    the dollar goal in a specific (relatively short) timeframe. The typical campaign
    was designed to take 12 months – but it’s gotten a lot shorter.
    (More on that, later.)

    Typically, a capital campaign solicits pledges – significant dollar commitments
    to be paid over an extended period. Fifteen/twenty years ago, the period was
    five years, but considering the societal changes and people’s reluctance
    to commit to that long an obligation, three years is now typical.

    The “specific sum,” the goal of a campaign, is an amount that will
    allow the organization to pay for the (building/equipment) “project”
    that is outside its normal/ongoing budget requirements. This cannot be an arbitrarily
    chosen dollar figure voted on by a board or committee; it must be one that has
    been determined through a very careful/detailed process.

    “Valid” means that it the nonprofit organization was asked to justify
    why the project was needed, the NPO could clearly explain/demonstrate that a
    real need exists in the community and that the project would address that need.

    “Urgent” excludes any project for which the NPO could accumulate
    the funding over an extended period of time without the need for a special fundraising
    effort. It would also exclude any project for which there is not a demonstrable
    need for the service(s) that will be made available because of the project.

    Numerous Additional Resources About Capital Campaigns

    Capital
    Campaigns Part 1: What They Are

    Capital
    Campaigns Part 2: What They’re Not

    Capital
    Campaigns Part 3: Are You Ready For A Capital Campaign??… A Quick Checklist

    Capital
    Campaigns Part 4: More Than Raising Money

    Capital
    Campaigns Part 5: Choosing Your Campaign Objectives

    Capital
    Campaigns Part 6: Structuring The “Basic” Campaign

    Capital
    Campaigns Part 7: Beginning the Extended Campaign

    Capital
    Campaigns Part 8: Beyond The Organizational Family

    Capital
    Campaigns Part 9: Leadership

    Capital
    Campaigns Part 10: Structuring the Solicitation Process

    Capital
    Campaigns Part 11: The Lower-Rated Prospects

    Capital
    Campaigns Part 12: Soliciting the Lowest-Rated Prospects

    Capital
    Campaigns Part 13: Campaign Publicity

    Capital
    Campaigns Part 14: Recognizing Your Leaders and Donors

    The
    Role of Grants in the Capital Campaign

    Hiring
    a Consultant for a Campaign Planning Study

    Capital
    Campaign Cost Accounting

    After
    The Campaign Is Over…

    A
    Future Capital Campaign: A Reader’s Questions
    Endowment
    “Campaigns”


    Fundraising Online Using the Internet/Web

    Mobile Fundraising: Practical Advice

    By Rick Christ

    After some $40 million was raised in $10 gifts through cell phones for the
    Haiti earthquake response in January, 2010, every nonprofit had dreams of cell
    phones as mobile donation machines. Even for the Red Cross, those dreams seem
    to have evaporated.

    However, mobile use among Americans has increased dramatically. It’s
    probably true that among the most passionate, most connected, most generous
    and successful Americans, smartphone use is even more ubiquitous. What are the
    implications for nonprofits, most of whom haven’t mastered the internet
    yet? Here are some thoughts gathered at the Direct Marketing Association’s
    recent Mobile Marketing Day:

    • Text-to-give is NOT a significant part of fundraising.
    • Most smartphone users view much of their email on their phones, so make
      sure your email messages will render nicely on Apple and Android devices.
    • Every page on your website should be optimized for mobile browsers; otherwise,
      if donors click once and get garbage, they’re not likely to click again
      from their cell phones.
    • Mobile is ideal for getting special event attendees to connect with you
      in a way that will let you continue the conversation after the event.
    • QR codes let mobile users connect with you after seeing something in print,
      either at an event, in a publication, or on outdoor or transit media, even
      your direct mail letter.
    • Ask for mobile numbers (but don’t require it) on your donation form
      and newsletter signup form. If you can associate numbers with donors, you
      can track the impact of mobile communications, and you can reach out to donors
      via phone when their mail and email start bouncing.
    • Mobile users can give via their credit cards on a mobile-optimized donation
      form. Those gifts tend to be as much as 30% smaller than web page gifts sent
      from a laptop or desktop computer (but that means they’re 70% larger
      than the gift you wouldn’t get without such a page)
    • One organization indicated that up to ten percent of cell phone area codes
      do not match up with the supporter’s zip code, meaning that many people
      keep their old cell number even when they move.
    • If you believe in the future of mobile communications, get your own short
      code — the 5-digit numbers to which you can send a text message instead
      of having to enter a full 10-digit phone number. Don’t settle for a
      shared short code.
    • Apps are expensive and generally not productive unless you have killer content
      (think National Geographic).

    Since the future of mobile is growing, it pays to recognize its potential for
    your organization, choose one area where you think mobile can be effective for
    your organization and get started. Your learning curve can match up with the
    growth of this channel.

    Numerous Additional Resources About Fundraising Online

    This topics has exploded! It would be extremely difficult to list most
    of the articles and sites in regard to this topic. Thanks to Jayne Cravens for
    suggesting many of the following sites!)

    Online Fundraising: A Startup Guide
    Elementary
    E-Philanthropy

    Charity Begins Online
    A New Way to Give Sites let people donate to charity
    while surfing, shopping online

    Fundraiser
    Ideas

    How Much Money Should You Be Raising Online?
    Online Tools for Web 2.0 Fundraising
    Online Giving: Audit Your Own Website (Part 1)
    Online Giving: Audit Your Own Website (Part 2)
    Web Gifts – Getting the Whole Pie
    Thanking Your Online Donors
    FaceBooking Your Organization
    A Strategy for Online Fundraising Auctions
    Google Changed the Search Engine Rules
    Demonstrating Board Leadership with Social Media
    Mobile Fundraising: Practical Advice

    Also consider
    Computers,
    Internet and Web

    Netiquette

    Using Email and Social Media in Fundraising

    Fundraising
    Via Email — Truth or Hype

    Testing
    Email Campaigns

    Send Money from Crowdsourcing
    Crowdsourced Fundraising: Empowering the Multitudes
    and Raising Big Bucks For Charity!

    Fundraising Platforms: Is Three a Crowd?
    The
    Best Week Of The Year

    How
    Good Email Helps Direct Mail Results

    Measuring Your Email Success: Part 1 – Individual Email Results
    Measuring Your Email Success: Part 2 – Your Overall Program
    Social Media Enhance Email Success
    Email Quality Matters – and Each Mistake Costs $40 … or more !!

    Also consider
    Social
    Networking

    Fundraising Resources On the Net

    Fundsnet
    web-based grant applications

    Online Donation Services, eg, Credit Card services and Matching
    Programs

    Online Donation Engine Providers (fee comparison
    table)

    Weighing Your Options for Processing Donations
    Online

    Online Shopping Malls that Donate to Nonprofits

    Profiting
    from Nonprofits (includes review of numerous malls)

    90 companies that provide means for on-line donations


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    General Resources About Online Fundraising

    Online Fundraising: The Beginner?s Guide for Nonprofits

    Is Online Fundraising a Bad Idea?
    How to Thank an Online Donor


    Fundraising Software

    Fundraising
    Software Products

    Fundraising Software – Comprehensive Directory
    Comprehensive Nonprofit Software Listing

    Donor Communications and Recognition

    A Variety of Thoughts on Donor
    Recognition

    By Hank
    Lewis

    There are many different types of recognition programs, the most effective
    of which are often the face-to-face variety. Sometimes, the best form of recognition
    is a handshake offered by the appropriate person.

    Another form of recognition that can touch a donor is a personal note from
    someone who has been impacted by the donor’s gift.

    Recognition programs should be tailored to the needs of the programs being
    supported, the needs of the donors and the circumstances. The potential for
    these kinds of recognition programs is limited only by the limits of your creativity.

    Speaking of Creativity, your website could be a great place to provide donor
    recognition. I don’t mean a page with lists of names. I’m thinking
    of the same kind of articles that’d go in your newsletter … about
    how a donor’s gift made a difference; a photo of a donor being thanked/congratulated
    by a highly recognizable, highly regarded person; a photo of a donor being inducted
    into your “honor society.” Again, the potential is limited only
    by the limits of your creativity.

    Caution is urged for the creation of a permanent, wall-mounted, visual display.
    Use your wall space judiciously. It’s not infinite.

    Typically, wall-mounted recognition is reserved for major gifts for capital
    campaigns, estate gifts, etc.

    Many of the wall-mounted, permanent, recognition modules are impressive and
    well worth the money. But…. only under the right circumstances.

    Using impressive wall-mounted displays for everything detracts from their significance.

    When getting advice as to the type of recognition you might want to use for
    a program, don’t rely on vendors. Their advice must, by its very nature,
    be self-serving…. Not that they’d be dishonest — just that
    there’s a built-in bias.

    Many institutions divide their gifts along arbitrary lines for recognition
    purposes:
    $1-$100=Friend; $101-$500=Good Friend; $501-$1,000=Very Good Friend;
    $1,001-$5,000=Bosom Buddy; $5,001-$10,000=Blood Brother/Sister; etc.; etc.

    The problem with that system is that it assumes every donor wants/needs to
    see his/her name on a list and/or wants/needs everyone else to see his/her name
    on a list. Some donors might even object to having their names list ed.

    Numerous Additional Resources About Donor Recognition

    Donor
    Recognition vs. Donor Privacy

    Donor
    Recognition (to Boost Capital Campaign Results)

    The
    Art of Recognizing and Thanking Donors

    Donor
    Recognition

    Donor
    Recognition: Balancing Modesty and Smart Fundraising Seven Ways

    Listening
    to Donors

    Donor Thank You Letters: Ten Tips for Thanking
    Donors

    Gift
    Clubs: What They Are And Aren’t

    How
    to Write the Perfect Thank You Letter

    Making a Scene: The Recipe for a Great Fundraising Letter
    Can A Donor Demand That She Get Her Donation Back?
    Donor (And Solicitor) Burn-Out
    Separation of Church and Nonprofit
    Saying “Thanks… And…” via Email
    What Do They Do With My Contributions??
    A Low-Cost Way to Thank Supporters
    6 Ways to Thank Your Donors
    Creating the “Perfect Donor Experience”
    Winning Back Those Lapsed Donors – Part One
    Winning
    Back Those Lapsed Donors – Part Two


    Fundraising Planning (Tying It All Together)

    The Planning Study: (Part #1 of 3 —
    Almost Always The First Step)

    By Hank
    Lewis

    Want to create a Major Gifts Program, a Bequest Program, a Special Event, a
    Recognition Program, a Capital Campaign ??

    The most important information you’d want to have is whether your (prospective)
    constituents/donors will agree with what you want to do, and what would motivate
    those folks to want to support and/or participate in your activity.

    The best way to get the best answers to those questions would be to ask. And,
    the best way to ask would be by means of a “Planning Study.”

    That the “Study” is for “Planning” purposes suggests
    that you’ve not committed to taking a particular action and/or to creating
    a specific kind of program – even though you may have!!

    When you ask someone to participate in this kind of “Study,” you
    are asking for their advice and saying that what you do (or don’t do)
    will be impacted by what they say (or don’t say).

    Unlike the obsolete “feasibility study,” with all its “baggage,”
    a “Planning Study” asks in-depth questions about a broad range of
    subjects. Then, based on the study’s findings, an NPO will be able to
    proceed with programs/activities it knows will be supported by its constituents.

    And, by the way, the reason the “Planning Study” is “almost
    always the first step” is because it is a strong means of cultivating
    the folks you hope will be your leaders and donors … when you do whatever
    it is that you’d like to do.

    When you ask someone’s advice, they’re more likely to look upon
    you favorably … because you were smart enough to know to ask them ?

    To quote an old fundraising saying: “If you want advice, ask for money;
    if you want money, ask for advice.” And a “Planning Study”
    is a great way to ask for advice.

    The
    Planning Study: (Part #2 of 3 — Preparation)

    The
    Planning Study: (Part #3 of 3 — Implementation)

    Numerous Additional Resources About Planning Your Fundraising

    Constructing
    The Gift Table

    How
    to Use The Gift Table

    The
    Feasibility Study is Obsolete


    Another Reason Why I Object To Feasibility Studies (Part #1 of
    2)

    Another
    Reason Why I Object To Feasibility Studies (Part #2 of 2)

    6
    Steps to an Annual Fundraising Plan for a New Nonprofit

    What
    Is A Development Plan

    Creating
    Your Sustainability Plan

    Planning For Organizational Survival (Part 1 of 2)
    Planning For Organizational Survival (Part 2 of 2)
    Improving/Expanding Your Fundraising Program
    We Want To Do The Study Ourselves !!

    Also consider
    Planning
    (Basics)


    Hiring Fundraisers and Paid Solicitors

    Who/What Is A Fundraising Consultant??

    By Hank Lewis

    In the group of attendees for a recent class in Major Gifts Fundraising was
    a person identifying herself as a consultant, a member of a fundraising-consulting
    firm, who was shortly to be working with a client organization in the creation
    of a major gifts program.

    This started me thinking. Who/what is a fundraising/development consultant??

    My old dictionary defines a consultant as an expert who is called on for professional
    or technical advice or opinions.

    In this context, I should think there’d be heavy emphasis on the “expert”
    part of the definition. The problem is that I “hear” many people
    describing themselves as development consultants that clearly don’t have
    the education/training and experience it takes to be an expert.

    Folks that come from various areas “somewhat related” to development

    i.e., marketing, public relations, special events, etc, even those from totally
    unrelated fields, feel comfortable hanging out their (fundraising) consultant
    shingle.

    At various luncheons, workshops and seminars, I’ve met people who have
    worked as volunteers and think they now know enough that non-profits should
    risk their financial futures on them. And I’ve met folks from other fields,
    and those out of work, who think that “fundraising might be good to try,”
    and they want to start as consultants.

    So, considering the above, I get the feeling that, to protect the non-profit
    sector from a “bad rap” and consultants (in general) from having
    a negative label hung on them/us, there needs to be established some set of
    criteria for who can/should be a fundraising consultant.

    It has been suggested that one must have some sort of “credential”
    to be a fundraising consultant – that the CFRE (as an example) should
    be required and should be proof enough that the holder is qualified to be a
    consultant.

    Realistically, however, having the CFRE attests only to the fact that the individual
    has demonstrated knowledge of the basics of fundraising. That’s not the
    equivalent of “expert“ !!

    Like trusting the health of your loved ones to a physician with an on-line
    degree; there are many practitioners out there in fundraising-consulting-land
    to whom you’d not want to trust the financial health of your nonprofit
    organization.

    Should You Hire a Fundraiser?

    Do’s
    and Don’t’s of Hiring a Grantwriter

    How to Hire Your First Development Director
    Are
    Fundraising Professionals Stupid?

    Who/What
    Is A Fundraising Consultant?

    Hiring
    a Consultant for a Campaign Planning Study

    We’re Heading Into a Major Campaign
    Outsourcing Prospect Research
    Is the CFRE Credential Worth the Time and Money?
    Fundraising Consultants & Credibility: Some Thoughts
    Professional Fund Raiser vs. Fundraising Professional
    Professional Fund Raisers & Up Front Fees
    Corporate-Fundraising Consultants

    Also consider
    Consultants
    (Hiring)

    If So, How Much Should They Be Paid?

    The Argument
    Against Paying Development Professionals Based Upon The Amount
    Of Funds Raised

    How Do You Pay A Fundraiser???

    If You’re Asked to Be a Fundraiser

    To
    Consult, Or Not To Consult – That Is The Question …

    Beginning
    A Career In Non-Profit Fund-Raising

    How Fertile Is The Fundraising Hiring “Field” For You?

    Potential Pitfalls with the IRS

    You should carefully consider whether you should hire an outside
    fundraiser, or hire your own employee. The IRS pays increasing
    attention to the hiring of independent contractors.
    Potential
    Issues in Hiring Consultants (general information and IRS-related
    issues)


    Evaluating Your Fundraising Knowledge and Practices

    To conduct a general audit of your fundraising practices, see
    Fundraising Indicators
    .
    The
    Fallacy Of Financial Ratios: Why Outcome Evaluation Is The Better Gauge Of Grant
    Worthiness

    Campaign
    Assessment And Review: What Was Accomplished And What Was Learned

    Hiding
    Major Donors’ Names From Funders

    Also consider
    Evaluations
    (all kinds)

    Related — But Sometimes Not Necessarily Related — Topics
    (Social Enterprise, Pro Bono, Sponsorship, Revenue Streams)

    Social Enterprise

    Social
    Enterprise

    Should Your
    Organization Sell Products And Services To Raise Money?

    Philanthropy
    as a Business Model?

    Do
    Foundations Support Social Enterprise?

    Gifts of Other Than Money

    Pro
    Bono Services for Your Organization

    In-Kind
    Gifts: How to Acknowledge and Recognize Them

    Cause-Marketing

    How
    to Start a Cause-Marketing Campaign

    Corporate Sponsorships

    Sponsorships
    and Underwriting Campaigns

    Succeeding
    With Sponsorships – a Review

    How Can I Find Corporate Sponsorships?

    Corporate
    Support of Special Events

    Building Multiple Revenue Sources (Diversifying Revenue Streams)

    Building
    Multiple Revenue Sources

    An
    Overview of Revenue Streams for Nonprofit Arts Organizations

    General Resources

    Variety of Information for Beginners

    Learning Institute for Nonprofit Organizations

    Samples and Templates for Nonprofit Organizations

    Creating An Advisory Council
    When I Forgot the Meaning of Philanthropy
    High Net Worth Individual Philanthropy – Especially Women
    The Fire-Belly, Mountain-Climbing, Social Media-Using Next Generation Donor
    Naming Opportunities and Bequests
    The Shipley Proposal Guide 4.0 – A Book Review
    Lessons To Be Learned From the For-Profit Sector
    Naming Opportunities – The Basics
    Organizing/Reorganizing an All-Volunteer Nonprofit

    Variety of Information for More Experienced Practitioners

    Grantsmanship Center

    Chronicle
    of Philanthropy

    Online
    Fundraising Training Center

    Cause-Related Marketing (aspect of Social Entrepreneurship)
    Grantsmanship: The Good, the Bad and the Ugly
    A Four-step Process for Effective Grantsmanship
    Accounting for Fundraising: Recording the Gift/Expense
    Strategic & Development Planning: Love and Marriage
    Polish Your Communication and Fundraising Skills with Your Strategic Plan


    For the Category of Fundraising (Nonprofit):

    To round out your knowledge of this Library topic, you may
    want to review some related topics, available from the link below.
    Each of the related topics includes free, online resources.

    Also, scan the Recommended Books listed below. They have been
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