Section 8 (Items 71-80) of the Annual Checkup: A Board Governance Self-Assessment
71. What do organizations who do well with fundraising have in common? Here's an excellent new report based on a study by fundraising experts Kim Klein and Jeanne Bell.
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.
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.
74. In Finding Your Funding Model: A Practical Approach to Nonprofit Sustainability, the wonderful folks at Bridgespan have created a way for all board members to learn more about fund development strategies. Rachel Muir also helps out with this Board Member's Guide to Fundraising.
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.
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.
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.
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 heping board members get ready to engage with potential donors, no one is better than Jonathan Poisner. Here's his Tip Sheet for Elevator Pitches.
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.
- The folks at www.Moceanic.com are really smart teachers of the art of fundraising. Their techniques are tried and true, and easy to implement. Click here for a great article about finding major donors in your existing database, then poke around their blog to find solutions for your team.
- Is your organization experiencing a major transition as a result of the new administration in Washington DC? The Grassroots Institute for Fundraising Training did a nice article on How Do We Fundraise Now?
- Anyone with a less-than-vigorous membership program will do well to review Guidestar's Five Reasons Why Membership Programs Fail or Associations Now's Digging Deeper into Membership Renewal Trends.
- Looking to run a major effort to raise funds on a single day? Have you seen the resources they've posted at Giving Day Playbook? Ideas for maximizing your Giving Tuesday campaign are found here.
- Online giving continues to trend up, as you can see in this Dashboard Report from the Chronicle of Philanthropy. But if the how-tos have you flummoxed, try reading Nonprofit Tech for Good's 16 Must-Know Stats about Online Fundraising and Social Media or 10 Steps to Launching a Crowdfunding Campaign from the Nonprofit Times. QGIV helps out with How to Build Your Best Fundraising Website.
- Each year Giving USA analyzes trends in charitable donations across our country and publishes the results both as an infographic and as a summary report. The topline has not changed in 40 years: More than 70% of all donations come from individuals. Not businesses. Not foundations. Individuals.
- Didn't know there was an Annual Giving Network? You're not alone. Here's their 2016 Report on Trends and Best Practices.