Section 8 (Items 71-80) of the
Annual Checkup: A Board Governance Self-Assessment
Annual Checkup: A Board Governance Self-Assessment
72. Some of the best fundraisers in the world have been trained at the Lilly Family School of Philanthropy at Indiana University. Here's their guide to Annual Fund Planning. Fundraising has to be a team effort. Love this Guidestar blog about what happens when the development director is so overworked that she Does Not Have Enough Time to Raise Money. NEW! Network for Good has many wonderful e-guides on fundraising topics. Here's the one on How to Manage and Inspire Your Nonprofit's Board which talks about roles. For those who like templates, here's an easily-editable worksheet for crafting your goals, objectives, action steps and more.
73. If you don't know where to start, try Network for Good's Super Simple Fundraising Plan Template. These short guides to donor Discovery, Cultivation Events and Stewardship from fundraising trainer Rachel Muir are also quite helpful. NEW! Another helpful Network for Good product is this Donor Stewardship Checklist.
74. Fundraising Consultant Rachel Muir puts out great tools, including this Board Member's Guide to Fundraising. NEW! Thank you BoardSource for Ten Tasks for the Development Committee and this primer on Types of Fundraising Campaigns.
75. Is there an expectation that every member of the board donate to the organization? Is it written down? BoardSource has a plan for writing your Fundraising Policy. NEW! Guidestar's article on Building a Culture of Philanthropy talks about the importance of board member personal giving. Many examples of board fundraising agreements can be found. Have a look at this one from Greenlights.
76. Tracking grants and other restricted funds is easily done with right software. My Paper Pusher put together this great Guide to Using Quickbooks. See page 12 for grant tracking. NEW! The Balance/Small Business did a helpful blog on understanding restricted versus unrestricted funds.
77. Sometimes it is not appropriate to accept a donation. The board of The Nonprofit Leadership Center of Tampa Bay adopted a wonderful gift acceptance policy. The Charities Review Council recommends two additional fundraising-related policies: Donor Privacy Guidelines and Discontinue Contact Policy. NEW! The Association of Fundraising Professionals has long stood behind this Donor Bill of Rights.
78. The Gallup Organization has been asking donors why they give to nonprofits. It comes down to clarity in communicating the mission. Here's the article. When it comes to helping board members get ready to engage with potential donors, no one is better than Jonathan Poisner. Here's his Tip Sheet for Elevator Pitches. NEW! Gotta love this Fundraising Communications Toolkit from BoardSource.
79. Do your organization a favor and take 18 minutes to watch this video of a TED talk given by Dan Pallotta called The Way We Think About Charity is Dead Wrong. He makes a strong case for spending money to make money. If you prefer reading, click through to this BoardSource page of collected articles on nonprofit fundraising. This suite of tools on Measuring Fundraising Effectiveness put together by BoardSource, Association of Fundraising Professionals, Better Business Bureau Wise Giving Alliance and Guidestar is also quite helpful: Summary, Toolkit, Discussion Guide (PPT) and Spreadsheet.
80. The Aly Sterling Consulting Firm put together a great workshop on Philanthropy Starts at Home outlining the importance of asking existing supporters for financial contributions.
More articles and blogs related Fundraising and other topics can be found at The Board Doctor's Pinterest Page. Check it out!
- UPDATED! Each year Giving USA analyzes trends in charitable giving across our country and publishes the results. The main report costs money (well worth it for large organizations) but smaller groups can access summary information and a number of articles detailing key findings. While 2018 saw noticeable changes in giving that can be related to the tax cut laws in 2017, the topline has not changed in 40 years: nearly 70% of all donations come from individuals. Not businesses. Not foundations. Individuals.
- NEW! Capital Campaigns are their own animal, and should be undertaken only when the board is thoroughly knowledgeable. Here is a handout from BoardSource.
- NEW! Research shows that the #1 reason so many board members struggle with fundraising is fear of making the ask. So let's go at that issue directly with this Network for Good blog on 4 Fundraising Roles for Nonprofit Boards and this one 3 Reasons Your Board Isn't Fundraising. Bloomerang contributes this one on 10 Tips to Boost Confidence. Guidestar has one on 4 Strategies to Overcome Fear. BoardSource contributed a Case Study on Good Board Members Who Won't Fundraise.
- SPECIAL NOTE: The nonprofit sector is full of people who provide all kinds of great training on fundraising techniques. While this page is focused on the role of the board, information about major donors, digital strategies, direct mail and more can easily be found. Some of the best I've read is posted on the Fundraising Board of The Board Doctor's Pinterest Page. Links to the websites of a number of national organizations that deliver fundraising training can be found here.