The Nonprofit Development Companion by Brydon M. Dewitt

The Nonprofit Development Companion is a handy tool for the beginner, seasoned professionals and all fundraisers in between. The concepts discussed are basic fund raising ideas such as building a case study or creating a mission statement. For the beginner all the steps for creating a development program or starting a career in fund raising are covered in the book. For the experienced professional, this is a go to book as a reminder of processes or a resource for sample step by step plans, job descriptions, policies, etc. The information is related to real life stories and examples that help make the book an easy read with understandable, usable ideas.

No Fear Rally

Thought for a switch I would give you a link to the see a little of the NO Fear Rally. Lots of people, fun and signs. Everyone was friendly and respectful.

Social Services and the Arts

Target Grants help social services and the arts. See details by clicking the link.

Giant Food Stores give to Hunger Relief and Children

Giant Food Stores corporate giving primarily focuses on two areas of support:

• Hunger relief and providing food for people in need
• Well-being of children

Send requests for support in writing, on your not-for-profit organization's letterhead to:

Giant Food Stores
Attn: Community Relations
P.O. Box 249
Carlisle, PA 17013

For details follow this link.

Grant for Children and Animals

Build a Bear Workshop Foundation supports children's health and wellness, animals and the environment, and literacy and education. Awards range from $1,000 to $10,000. the application process began in March 2010 and continues on a rolling basis. To learn more click this link.

Linkedin for Nonprofits

As I try to weed through the social media haze I do stumble upon some interesting sites. Twitter has not caught my interest yet. I dabbled with it a little during the Pepsi Refresh Project days then dropped it.

I may go back once I get my NPO's Facebook page working to my liking. I still am having a few issues with getting it to a place that merits the time I am putting into it.

One site that never seems to become uninteresting is LinkedIn. Through pure trial and error I have been able to link my blog to Linkedin. I also have a You Tube Video from the NPO I work at on my profile page. I have over 200 connections from fellow fundraising professionals to recruiters. Personally, there is a wealth of information on fundraising that is shared through groups of your personal interest.
Several NPOs use LinkedIn to invite connections to their functions or just to ask for help. The best part is that this site has a global reach. Experts in your field are ready to give advice. You can join in on the conversations or just read what others think.

I started out using LinkedIn as a personal tool for professional growth but it has quickly become a way to rally supporters for professional advice, camaraderie, and idea engines.

I have not used LinkedIn to find a new job but my son-in-law found his new job through the site and he wasn't even looking for a job!

Monore County PA Grant Opportunities

This week the Association of Fundraising Professionals Pocono Mountains Chapter hosted a "Meet the Funders" forum. Four area organizations were represented in a panel format discussion. A synopsis of the discussion is written below. For those of you not in Monroe County PA but still interested in funding opportunities in your area, contact me and I will spend sometime searching. I never know what I can find but like Best buy many of the funders are national in nature.

Best Buy Stores
Yazmin Malpica (contact for Stroudsburg PA only)
Community Lead Specialist
484-832-2391
Scholarships for 7-12th graders

Donates $1,000 for every 10 Best Buy employees that volunteer for an event. Three weeks notice is needed. Community Grants of $3,000 to $10,000. Gives for programs for 13 to 18 years-old. Application dates are June 1 to July 1 (We applied for this but did not get funded.)

ESSA Bank & Trust Foundation
Suzie Farley
Vice President/Treasurer of the ESSA Bank & Trust Foundation

Gives to Monroe county and contingent regions. Prefers bricks and mortar projects. Likes to be the match to other donations. Board meets quarterly Accepts all proposals over $1,000. Does not fund program costs. www.essasbank.com

Sanofi Pasteur US
Ellyn Schindler
Director, Community Relations
570-957-2689 ellynschindler@sanofipasteur.com

Funds education, sciences, economic development, health and medicine. Does not fund sports or the arts. No multi-year donations, Deadline is April 1st and September 1st All requests must be submitted online at www.sanofipasteurus.com

R. Dale Hughes and Frances M Hughes Foundation
Kevin Hughes
President
216 Cherry Court, Stroudsburg, PA 18360
Prefers to buy permanent things. Must benefit Monroe County clients
Hughes Foundation
Bryan Hughes
2666 Stage Coach Lane, Lancaster, PA 17601
Prefers to benefit in Monroe Bricks and mortar and small capital items
Avoids funding operating budgets
Both applications are due in March. The two foundations work together to make decisions. Final decisions are made in May

Sponsorships

When asking for a sponsorship, remember to highlight what the support of your organization will do for the donor.

Describe the project or event that you want a company to sponsor. Who will benefit form the sponsorship?

What will the sponsorship will do for the company. (increase awareness, increase sales, improve their reputation)

Provide demographic information on the participants of the event.

Did other sponsors have positive results from a previous sponsorship of your NPO? If yes, can you include a testimonial in the request?

Clearly state the benefits for each level. (full page ad, tv spot, etc.)

Direct Mail Tips

I recently attended a presentation by Catherine Connolly. Her presentation was called Tips, Tricks, and Trends in Direct Response Fundraising. Catherine went over the different types of direct mail and response rates for various types of asks. Here is my understanding of what was presented.

1. There are three basic types of lists. Internal Prospects, Exchanging lists with other organizations, and renting lists. The response rate is 5%, !% and ¼% respectively.
2. You can expect an investment cost of $35 per name for the internal prospects up to $75 per name acquired through rented lists.
3. Direct mail is how a person learns about your organization. Send at least 6 letters a year.
4. The sooner you mail after receiving a gift the more likely the person will give again.
5. The type of mailing that gets the best response contains a letter, separate response card, and response envelop.
6. Requests that contain brochures receive a lower response that the method listed in number 5.

Interesting. What do you think?

Grant for Education

Toyota Foundation's giving focus is on education. In addition to funding national programs, Toyota supports the social well-being of communities where it has major operations (Alabama, California, Indiana, Kentucky, Michigan, New York, Texas and West Virginia). This includes assistance for Arts & Culture and Civic & Community Development, Health & Human Services. Toyota prefers to support programs, rather than sponsor events.

Grants for Individual Artists or Artist Groups that Inspire and Interact with the World

The Black Rock Arts Foundation funds interactive art. Art that is accessible to the public, civic in scope and prompts the viewer to act. Awards range form $500 to $6000.
Request for Proposals (RFPs) are announced in the fall. Deadline for submission is usually in January.

Grant for Literarcy and Youths

Dollar General, in collaboration with the American Library Association (ALA), the American Association of School Librarians (AASL) and the National Education Association (NEA), is sponsoring a school library disaster relief fund for public school libraries in the states served by Dollar General. The fund will provide grants to public schools whose school library program has been affected by a disaster. Grants are to replace or supplement books, media and/or library equipment in the school library setting.

Best Buy
Nonprofit 501(c)3 certified organizations that provide positive experiences that will empower early adolescents (primarily ages 12-17) to excel in school, engage in their communities, and develop life and leadership skills.
Organizations and/or programs applying for funding must fit into one of these categories and successfully complete the eligibility quiz below:
National - Must serve a national audience and have a national distribution plan in place
Community Grants - Applications will be accepted from non-profit organizations that are located within 50 miles of a store.

Hire a Certified Fund Raising Executive (CFRE) or not?

What are you getting when you hire someone that has successfully completed the certification process?

Earning the CFRE is a mark of distinction
that separates you from other fundraising professionals who have
yet to take this important career enhancing step. It indicates that you
have a strong commitment to the fundraising profession, you seek opportunities
to develop your skills and expertise, you take pride in serving
the philanthropic community and you hold yourself to the highest ethical principles.

Excepted from the CFRE 2009 Annual report

In 2009, 603 new candidates applied for certification, 474 were awarded the distinction. As of the end of 2009 there were a total of 5,137 Certified Fundraising Executives.

The process itself consists of documenting educational and practical experience. Then there is the "test". Two-hundred-twenty-five multiple choice questions from various areas of development. This is an international test so it is important to have a broad view of fundraising practices. The most important part of becoming a CFRE is studying for the test. No matter where the candidate's expertise may lie, the reading list guides the candidate to his/her weaker areas and allows him/her to create knowledge in an area of fundraising that he/she may not have been familiar with.

The benefits to the employer are many. My most creative time as a fundraiser was while I prepared for the test. Latching on to a CFRE study group or networking with other CFRE's will only make for a stronger fund raiser.

Staff Development

How do you keep your staff engaged in fund raising? For me even more than the mission it is that sizable check that arrives in the mail. I know I don't get to spend it on myself but it just feels good to see those zeros. For other fund raisers there is satisfaction and motivation when they see progress towards the greater good. It might be feeding the hungry or clothing the needy.

Sometimes your motivator is not enough. Let's face it these are tough times. Our country is going through some major financial changes that are effecting how we raise funds. It is difficult to get new money, we have to try new innovative ideas, resources are short. I love fund raising but it has its challenges.

To rejuvenate and get fired up, I was able to take a trip to South Carolina. I stayed in a beach house with 12 people and 5 dogs. I am not a fan of pets. To top it off I had poison ivy and was stung by a wasp. All in all it was a very relaxing vacation. So many times, I go out socially and end up talking about work. On this vacation I turned work completely off and just enjoyed my children their extended family, and my new grand dog, Lady Zsa Zsa.

I even had a chance to put away the fundraisng books I have been engulfed in and read The Girl with the Dragon Tattoo.

The mission was still there when I got back but so were a few sizable checks. I am refreshed and ready for our up coming fashion show, Sroudfest, newsletter, annual appeal, etc.

My Board is NOT Doing Anything

What are you doing to encourage them to do something AKA fund raise? The development staff should show the board what they need, why they need it, and how they are going to get it. A little guidance goes a long way.

The Board President, Executive Director or a consultant can generate a discussion of what does it take to ensure the strength of the organization. At some point money will come up. Always talk about the financial challenges of the organization at your meetings. Usually, a board member will suggest a solution that can become contagious.

Consultants are great to introduce the process of fund raising. Beware, I have seen total boards reject the idea completely. They misunderstand their role and expect development staff to work as individuals when fundraising.

Give your board members tools. Practice your NPO’s elevator speech to raise awareness.
Ask your board members to host gatherings that inform community members of the NPO’s mission and developments. No ask is attempted at these gatherings.

Look for new board members that have contacts and the ability to give. Make sure their expectations are clearly stated before they agree to join the board.

Development staff should clearly state board member expectations. Start small and work each new board member to tasks as they feel comfortable.
Board members can:
Make Thank you calls
Generate in-kind donations
Encourage other board members to be active
Ask for a gift
Join a fundraising committee
Host a gathering (friend raising)
Give a gift (many foundations require 100% board participation)
Help strengthen a relationship
Invite someone for a tour

For more ideas read Fired-up Fundraising by Gail Perry

Grants for Health Screenings and more

Here is a grant opportunity that I recently came across. Watch my blog for more Grant Announcments in the future.

Pfizer Healthcare Charitable Contributions

NPO Requirements
Requestor is a 501(c)(3) not-for-profit organization
Charitable contribution should directly address: patient education (including health screening); disease state patient advocacy; or improving patient access to care (affordability)
Pfizer does NOT receive any significant value in terms of goods or services in return for our donation

There is currently funding available in the following clinical areas:
--Arthritis & Pain Management
--Cardiovascular/Metabolic
--Endocrinology
--Hemophilia
--Infectious Disease (Bacterial, Fungal, Pneumococcal Disease Prevention)
--Neurology
Dementia
Depression
Diabetic Neuropathy
Epilepsy
Fibromyalgia
Multiple Sclerosis
Psychosis
--Oncology
--Ophthalmology
--Pulmonary Hypertension
--Respiratory
--Rheumatology
--Transplantation
--Urology
--Women's Health

Easy and Inexpensive Tip

Here a simple way to be a good steward.
As soon as the fiscal year ends and before you get to busy, take a look at your last fiscal year donor list. Start at the highest level donor recognition categories. Make up a certificate of appreciation for your donor. Name the category that they reached. Choose a simple gift that matches the category name or something inexpensive that represents your NPO.
Pay a visit to your donor and present the certificate and gift. Use this time to talk about new programs or something special that is going on with your NPO.

Pepsi Refresh Project Round Two

Well we ended at 39. (Last time we were at 57) The whole process is very time consuming and really is an experiment in social media.

Just because you ask them to vote doesn't mean they will. Pepsi also does not make the voting process fast. You are often taken around in circles on the website before you vote is actually cast.

Devereux is once again automatically entered into the contest for the month of August since we are in the top 100. Please check our page out on the Pepsi Refresh website. We received over 20,000 votes in two months but more importantly was the awareness the whole process gave our center.

Networking with Business Cards

I am a multi-tasker. So when I go to business card exchanges to promote my non-profit I always bring my other hats. One in particular is mom. I have three children. One is taking her bar exam today and the other two will be finishing college in the next two years.
What has this got to do with a business card exchange? Well using vistaprint my children now have 250 free business cards to promote their flourishing careers. As I talk about my NPO, I also have opportunities to make and establish connections for the three careers that my children are embarking on.
The way I look at it is if my name, NPO, or my children stick in a business person's mind or if I was able to give them a successful referral then they will reciprocate at some point.
I met an entrepreneur today that said, "It is not who you know but who knows you." So true and important in this global business world that we help each other so we can all prosper.
If my NPO does not entice a business owner, who is at a business card exchange to drum up business, and I do something nice like provide a connection other than my NPO, I would expect that once this business owner is successful he/she will remember me with my NPO in some way.

Trade Show Tips

Why represent your NPO in a Trade Show? There are many reasons such as exposure to the community, support for the person/organization that is putting on the trade show, and to promote business within your.
So how do we make this event show a return on the investment of time and money?
First Establish Objectives… are you looking for more clients, product sales, publicity, awareness?
Establish a Realistic Budget consider staff time and a projected return on investment
Develop a Compelling Sales Message with an exhibit that POPS… make sure the whole package is complete. Is the presentation appealing? What is going to draw people to your booth? Will you be able to create a “crowd” of interest that compels others to stop at your booth?

Pepsi Refresh Project Round Two

Just a quick up date. . .
We are hovering in the thirties. A respectable number but not high enough to win the money. It has however given our NPO the opportunity to speak on the radio and receive some air time with a Public Service Announcement.
So we are plugging away and enjoying all the publicity that comes along with participating.
Please consider using the link at the top of the blog and to vote today.

Who do I Ask?

You are ready to develop your prospect list. But who do you want to ask? And who will most likely give you a gift and help you with introductions to additional donors?

Look to individuals that already give to similar organizations as yours. Donor recognition reports are often available on line. If you are an animal shelter, look to other animal shelters to see who their donors are.

Take a good look at your current donors. Who do they know? Where do they work? Who can they connect you with?

Does the prospect that you are interested in approaching live or work in the community in which you operate your NPO?

Has the prospect given to your NPO in the past? Maybe they have given for years at minor rate. Now may be the time to ask for a larger gift.

Take a look at your special event guest list. Is there anyone on the list that can give or help you connect with someone else?

Has the prospect, his/her family member or friends benefited from your services?

The key here is to find the connection. There are so many NPO out there, what makes your organization special to the prospect?

Pepsi Refresh Project Round Two

Just when I thought this chapter in my fundraising life was over the email came. The top 100 in each dollar category is resubmitted into the competition automatically. I guess if your supporters just get tired of the process then you get less votes, don't reach the top 100, and after a month you are removed.

Well at Devereux it took us the first week in June just to get started. Almost every day we moved up a few notches in the rankings to a respectable 57. I thought that was it and then I received the dreaded email. We were put back in the competition. I write dreaded using a little humor. Win or lose many more people know about Devereux. And since we are a national organization that is a lot of people talking and emailing about our NPO across the country.

Sure we would love the $250,000. At a time of high unemployment it would be nice to hire new staff. We have designated $92,000 of the grant to staff salaries. Not to mention all the good we are doing for students with Autism and developmental disabilities.

Back to the Pepsi Project. We are now at 38 in the rankings. With the Fourth of July holiday upon us I have a little concern with where our ranking will be on Tuesday. I am encouraged because many employees have asked me to remind them through email to vote.

I was out last night and we were talking about the process. Mostly how confusing it is to vote. But I reached a few more people this time and earlier in the process so we shall see.

If you are interested in learning more about the Pepsi Refresh Project click the link at the top of this blog. Be sure to Vote for Devereux Pocono Center under Education 250K while you are there. Thanks

Pepsi Refresh Project Final Report

58 that is the number we ended at. My understanding is that if we had reached 30 we would have been asked to participate again. Instead we have to resubmit our request.

The over all experience was pretty positive. We can now see the value of twitter, facebook, blogging and linkedin. It was hard to tell how many votes we received using social media but I am sure that what we did get helped us to increase our ranking.

The one really nice thing about the Pepsi Refresh Project are the comments at the bottom of every entrants page. Different organizations were helping each other vote and there were many comments about our program. All good and encouraging. Our You Tube video reached almost 500 hits.

There was a little work involved and the voting process is definitely confusing but all well worth the effort, even if we didn't get the 250K.

IDEAL DONORS

Ideal donors are: passionate, motivated by the mission, successful in spite of the odds, compassionate and know they make a difference.

What is your Special Event Committee Doing for your NPO?

If it is picking out the decorations and choosing the menu you are in trouble. That kind of decision making needs a decision maker. The coordinator of the event can choose a fish, meat and chicken. Done
What your committee should be working on is sponsorships, auction items, and guests. Choose your committee among the most influential people you know. Ask them to pull more people in to then attract more people. First send out the sponsorship requests. Tie in the sponsorship to tables. For example a $1,000 sponsorship will include a table of eight.
Auction items will be the secondary ask. Once you have a decent amount of items, consider the guest list. Do you have the caliber of people that will spend some money on your items.
I once went to an auction that only had two people bidding on items. Most of the guests were not the big wigs of the company. they were there as guests of the company. Too bad because when all was said and done the host could have gave a donation and skipped the party.
Remember a special event committee is there to make the connections that you do not have. Use the event to introduce your NPO to a community of new faces.

Pepsi Refresh Project Update

Well we have just 8 days left and everyone is coming alive. I have helped more people register to vote in the last three days than in the last month. Devereux Pocono is ranked 87th. Remember we we trying to get to 1 or 2.

Four months ago when I submitted our grant request is all seemed so simple. I work for a parent company that has 6000 employees. I sent over 2000 emails with the help of our local chamber. I went through my email list at work and home. Anytime someone sent me a "junk" email I sent them a request to vote email back. And all their friends got the same request.

I used Facebook, linkedin, twitter and this blog to get the word out. The race is not over and we are at a respectful 87, but darn it I want to be number 2.

We are trying to expand our School to Community Transition program for folks with Autism and Developmental Disabilities. I am getting beat by a school that wants to build a wight room! well that just goes to show you that this contest is about reaching as many people as possible. You have to send out a lot of emails before you get a few votes.

Now that we are on the last half of the contest I can see the staff rallying together to vote and cheer us to the top. It is nice to feel like your co-workers are right there with you in this race. We have many wonderful comments about our center and I hope just the right person reads the information or watches the You Tube video and feels the compassion to give. Even if we don't get the $250,000 we still are winners.

Submitting Grant Requests Online

More and more foundations are accepting grant submissions on line.  Some will only accept requests from their website.  Everything must be submitted through their link.  Don’t let this stop you from submitting a request.

First read all the guidelines.  Be sure that your organization is a fit with the funders’ priorities.  Many foundations have a quick pretest of 5 or 6 questions.  If you pass then you are asked to register.

Once you register you are usually sent to the application.  I fill in the usual, contact info, mission statement etc.  Then I print out the application.  It is a good idea to answer all the questions in word and cut and paste them in all at once. 

Sometimes there are time limits on completing the application.  Remember to click the save button as you fill in the questions.  Many times you will be asked for resumes, 501 (c) 3 letters, budgets, etc.  Sometimes the funders request these documents in pdf form.

Print out the application before you submit it.  That way you have a copy of what you sent in.  Every funder is a little different but once you submit an online application you may find they are much easier and less time consuming to complete.

Timline for Special Events

Special Events take an enormous amount of man power.  Many times the volunteer staff changes after a few years.  That is why I recommend using a time line. The time line can be as detailed as you like.  It can also be altered during and after an event.  Details can be included so even the most minor part of the event is not forgotten.  Open this link to see a sample time line that you can use as a starting point for your next successful event.

Looking for Volunteers?

You are about to begin a major gifts campaign.  Where do you look for volunteers?

Try looking in Annual Reports, Business and Foundation Directories, Country Club Members, Steering Committees,  Boards of other non-profits or businesses, service clubs, Banks, Honor Societies, etc.  The names you see will help you to identify community minded individuals.  You ae looking for someone already connected with your organization.

Remember to recruit downward.  Your most influential person should be your campaign chair.  The chairperson can then look to his/her circle of influence to assist in filling the top of the committee levels.

Pepsi Refrsh Project Update

Today I stopped by a couple of buildings where we have day programs.  I brought a 12 pack of Pepsi and offered everyone a Pepsi that let me help them register.  I also showed them how to sign in tomorrow.  I hope it helped.  I probably registered a dozen folks.  We are now at 103.  Quite a jump from 279 where we started 15 days ago.  I think it is time to send out another round of emails to my personal friends. Do I have any left?  I have been grabbing people off the street to vote.  And we still only dropped a few places.  this is a little tougher than I thought it would be.  Butnot ready to give up yet.  The excitement at the office is catching on and we are getting some wonderful comments about our center. http://www.refresheverything.com/schooltocommunitytransition    Keep voting!!!!

Thanking Your Volunteers

Thought you might enjoy some ideas I found on Amazon.  These are inexpensive gifts that you can give a special volunteer.  The first item is from the Willow Tree Collection.  I really like this next idea.  It is a desk caddy gift basket.  The next one I found is a Scented Candle with a note of thanks.  Both the Willow Tree and Art of Appreciation companies have several variations to choose from,

The Power of Words

In the fund raising field there is a lot of writing.  Case statements, visions, appeals . . . the list goes on and on.  Below is a list of action words that I thought you might be able to use.


Achieve, Accelerate, Acquire, Address, Administer, Advocate, Aid, Allocate, Assist, Attained, Built, Care, Collaborate. Collect, Comfort, Consult, Contribute, Coordinate,Deliver, Demonstrate, Develop, Diagnose, Document, Eliminate, Enable, Enforce, Enhance, Ensure, Establish, Exceed, Expand, Facilitate, Formulate, Foster, Gain, Gave, Generate, Guide, Help, Illustrate, Implement, Improve, Increase, Influence, Illustrate, Initiate, Interpret, Introduce, Launch, Led, Listen, Manage, Master, Maximize, Minimize, Negotiate, Observe, Offer, Organize, Overcame, Oversee, Partnere, Persuade, Plan, Prepare, Prioritize, Produce, Project, Propose, Raise, Receive, Reduce, Response, Shape, streamline, Succeed, Surpass, Target, Test, Train, Validate, Visualize, Won.

Pepsi Refresh Project

Well with only 19 days left we are holding our own at 115. I know we have a long way to go but we didn't drop back on Friday afternoon so that means at least some of the people that received my email are voting over the weekend. I have faith we can still win this thing. One of the hardest parts is not knowing how many more votes we need to catch up to the number one or two spot.
I encourage everyone viewing this blog to click the link at the top of the page and vote for Devereux You must log in and then vote. A little tricky but a nice way to contribute without spending a dime.

EMarketing, Using Your Website as a Marketing Tool

This is the name of a Business for Breakfast session hosted by the Pocono Mountains Chamber of Commerce on June 8th. Jason Trump of JT Design was the presenter.

I liked this session for two reasons.
1. I knew what he was talking about. Some things I am already doing and other tips I could use to enhance my own blog and the social media I use for the non-profit I work for.
2. I got it! Many people in the room looked lost from the start but I could follow as Jason made practical suggestions.

A few useful tidbits I learned were that it takes 6 to 9 months to get a blog off the ground. Blog newbies need to keep blogging. Writing consistently helps to get you on Google’s radar.

Organic promoting of your blog also means free. Those free promotional offers that Google sent me in the mail were valuable and I should not throw the next one away. Instead I will use it to promote my blog.

Do you have to contact your webmaster to make changes on your website? Maybe there are more changes or corrections after the post. Is this all costing you time and money? That is why more businesses are adding a blog page to their website. Information can be quickly and easily added and it is so easy you can do it your self.

The best part of the social media world is that if you look on the internet many people will gladly help you with your questions. Allow me to recommend Jason’s Blog for more social media tips. http://www.jtdesigns.com/jtblog/

Pepsi Refresh Project

Just a quick update to tell everyone that on day 8 we have made it to 149. Still moving toward number one. I didn't send a reminder email out and the votes seem to have slowed down. Not to fear I will have a new email waiting for all Devereux employees in the morning. Hopefully everyone will see the importance of their vote. and get on the bandwagon.
You can also help by voting using the link at the top of this blog. The funds will help Devereux to expand its School to Work Transition program for folks with Autism and developmental disabilities.

Pepsi Refresh Project

Sorry no posts for a few days. I have been busy with this Pepsi Refresh Project. This is a wonderful idea for Pepsi. They get millions of people talking about them and they give lots of money away so that is good for the community.
Here is how it works. NPO's, businesses and just anyone with an idea creates a proposal online. You can add photos and videos. Once that is complete you wait til the last day of the month. At midnight you submit your request. Pepsi chooses over one thousand entries in four dollar amounts, $5,000, $25,000, #50,000, and $250,000.
There are categories such as education, neighborhood, etc.
It took me three months to get picked to compete. I was so excited about this opportunity, I work for a national organization with over 7,000 employees. This should be a piece of cake.
If only it was. . . After just 5 days this project has taken its toll. Here are some of the things I learned.
1. Just because I send an email requesting that the recipient votes doesn't mean people are going to jump on the bandwagon and vote.
2. You have to get a momentum going at the start and keep it going through out the month.
3. This is all about social media. You should have your face book, blog, website ready to go and filled with members.
4. There is a lot of competition out there.
5. Even with 7,000 emails we jumped from 219 to 171 in the rankings. Sounds wonderful but will not be enough to win.

I will let you know how we progress as the month goes on. . .

Quick Cash for Your Athletic Team

Here is a quick idea that my daughter's softball team had much success with a few years ago. The team made it to the state finals and were in need of some cash for hotels and meals. Signs were printed, (much like election signs). The signs read, Good luck at the State Championship XYZ Team.

The idea was to get as many businesses as possible to pay $20 for the sign and display it in their window. It worked! Not only did the team sell all their signs in a matter of a few weeks but the town was in the spirit also. It was a great moral booster for the players to see their signs all over town.

Thank You Notes

How often do you send out a thank you note? Is it only when you get a large gift? The standard practice is to thank a donor, of any size, for their gift with in 48 hours of receiving the gift.

Thank you notes should also go out to visitors for taking the time to learn about your organization. Foundation representatives that sit and talk to you about their giving guidelines also should be thanked for their time. New members of your organization should also be thanked for choosing your NPO.

A simple note will go a long way in helping the people that show an interest in your NPO, that they are appreciated and special.

Seven Musts in Board Development

1. Clearly state expectations before a new board member agrees to volunteer. Create a board packet that states the expectations of the board. Include information about the NPO. Don’t shy away from what you need form your board members.
2. Give incoming board members a tour of your facility. This is the hook. If your prospective board member is not moved maybe they should move on. It is great to have a big name or big pocket but if you can’t engage them or your NPO is not the right fit ask this person if they could recommend someone else.
3. Present a testimonial or story about someone that benefited from your NPO’s good work. This keeps the purpose of the board in the forefront.
4. Ask board members to give their own testimonial. Why did your Chairman join the board? What moved him/her?
5. Remind current board members of the good work you are doing by showing them new programs or activities. A refresher tour or invitation to a quiet event can have a tremendous impact.
6. Make sure there is time for board members to get to know each other. Plan on extra time at the end of your board meetings for people to talk, not about board issues, but about themselves. This camaraderie will help your board member connect and work together as a team.
7. Start your requests out as small tasks and build the requests as each board member increases their comfort level. Not all board members will be ready to jump in and ask for donations. In fact most won’t be. So start them of with specific smaller tasks such as phone calls to get their “feet wet.”

A Really Good Board Member

A really good, dedicated board member should be passionate about your nonprofit. They should think of your organization first, not third or fourth or as they have time.
Involvement in your nonprofit should actually change your board member’s life. Ideally, they will change their schedule to make room for your nonprofit in their day. Your board members should be volunteering for more than just board meetings. They should live and breathe your nonprofit. In doing so they will tell others why the nonprofit is so great.
Being a member of two or more non-profit boards can create several conflicts of interest, especially when the two organizations have similar missions and/or serve similar constituencies, and/or compete for the same funding sources. That aside, being a good board member takes a huge time commitment. Board members need to be dedicated to your nonprofit. You do not want them to fit you in when they can.

Face Book Fans

When Face Book Fans Become your Foes

501 (c) 3 status What Does It Mean

Advantages of 501 (c) 3 status:
Exempt from federal income tax
Contributions are deductible by the donors
Qualify for reduced postal rates
Exemption from Federal Unemployment Tax Act
May qualify for state sales tax and other local tax exemptions
Provides proof of eligibility to accept grants

Disadvantages of 501 (c)3 status
Prohibits Lobbying in election campaigns
allows only minor lobbying by group
Prohibits individual members from benefiting from the group's earnings
Info obtained from the AFP Chapter Resource Guide 2010

How Do I Get My Board Members to Give?

I have been successful in urging board members and management staff to give by sending a quote from a fund raising book. in the book The Annual Campaign, Erik Daubert defends your request for board support on page 72. He states, "Members of your board of directors should recognize and be willing to support your organization through their charitable contributions. . . Why would perspective donors make a contribution if your own board members have not? If the people who are supposed to be the most committed volunteers in your organization are not willing to support it financially, why should others be expected to do so?"

I have added similar quotes in my introductory letters to board and staff with positive results. Think about it, as an employee if I don't support and believe in the organization I work for, why should anyone else?

Not another fundraiser!

Tis the season. All the spring fund raisers are coming out of the woodwork. Auctions, dinners with raffles, and golf tournaments. Oh My!
So how do you figure out the Return on Investment (ROI)? First off do not measure the success by the man hours compared to the dollars earned. It is a rare case that you will end up ahead of the game.
Instead use your special event as a public relations tool. Promote visibility by using your non-profit status to advertise (GIK) the event. Be sure to tell your target audience how the money will be used.
Cultivate new prospects and current donors by introducing them to your organization. Create a socializing event for your family of friends and donors. Build loyalty to continue raising funds for your annual giving program. And enjoy the fruits of your special event labor for many years to come.

The Elevator Speech

The term Elevator Speech refers to the time it takes for you to enter an elevator at the ground floor until you reach your desired floor. In that time you should be able to “sell” your nonprofit to those riding the elevator with you.

This same speech can be used at chamber mixers or other networking events. Your speech should grab attention and say a lot in a few words. Tell your listener who you represent, what your NPO is interested in doing, and how you plan to accomplish your goal.

Practice your speech and be ready anytime you encounter an interested listener. The speech should sound effortless, be conversational, memorable and if possible include a hook. The hook in the speech below is “parents with young children.” The ending tells the listener the positive goal.

Xyz organization is a transitional housing program for families in crisis who are homeless. We would like to expand our capacity to eliminate our waiting list and allow families in our care enough time to find affordable housing. We plan to build an addition on our current home so our communities most vulnerable, parents with young children, can rebuild their foundation for success.

An Elevator Speech can also be used to sell your self during a job interview.

Donor Recognition

You received the gift. Yeah! Now what? This is when you follow up with recognition. Policies should have been previously set for different levels of recognition. Below are a few samples. Remember to get the donors permission before you publicly recognize them.

1. Personally thank your donors. This can be in the form of a phone call, visit or a hand written note.
2. Hand deliver a recognition plaque or certificate.
3. Dedicate a room or prominently display their name at your organization or in your annual publication.
4. Highlight your donor’s story in your newsletter or other publication.
5. Honor your donors at a recognition lunch or dinner.

Get Your Board Member's Help Without Having Them Ask for Money

One way to be a good steward is to make Thank you calls. These calls are not to replace the thank you call after an annual gift is received. Instead make the call about six months after the gift is received. This is just one way to keep your annual donors engaged in your organization. They will also feel appreciated.

Solicit board members or other volunteers to make the calls. Here is a sample script that can be adjusted to your organization’s needs.


Thank your volunteer for agreeing to make phone calls. Your efforts will go a long way in making our families feel valued and strengthening our long-term fund raising initiatives

Things to remember:

o Calls can be made whenever it is convenient for you. An effort has been made to match you with donors in your time zone.
o Whenever possible, we have provided home or cell phone numbers. Please try these numbers first before business numbers.
o Feel free to leave a message if you get a voice mail.

This script is just a suggestion to get you started. The main point is to make contact and inform the family of our programs and ask for his/her support, but DO NOT ASK for either current or future gifts.

Sample Script: Hello, may I please speak to Mr. ________? This is (name) calling on behalf of the XYZ agency. As a board member, I wanted to tell you about some programs that you may not be aware of at XYZ.

Talking Points:

Our services include . . . . Would you like to hear more about any of these programs? If yes see Program sheet read section pertinent to the area of interest. Then: if you would like to hear more I will have one of our admissions representative call you.

Ask for emails. Benefits: information on activities at XYZ. Usually once a month occasionally there will be an extra email. You can unsubscribe at any time.

Would you be interested in hosting an informational gathering? This could be in your home or a restaurant of your choosing. If no, If you change your mind at a later date please contact XYZ. If yes great I will have representative’s name contact you to work out the details.

Questions you may be asked: This part should be filled with information that pertains specifically to your organization.
What is involved with hosting a gathering? XYZ will take care of the event including invitations and program. You provide a guest list and refreshments. The program is about twenty minutes long. We give information about XYZ programs and answer questions.

Are you calling to ask me for money?
No – we understand that there are many charities out there who ask for your support. This call is just for information and to say thank you for valuing XYZ’s work .

How is the XYZ doing financially?
XYZ has not been immune to the current economic climate affecting nonprofits nationwide. Despite careful investment strategies, the endowment took a significant hit. However, through careful trimming of the budget and smart fundraising strategy, we expect to weather the current economic situation as a fiscally healthy organization. For more information, you’re welcome to call XYZ’s Executive Director, Name phone number

What is XYZ’s mission? Place your organizations mission here.

Thank you for your time.

The Rejection

It does happen. Sometimes it is because the guidelines were not followed or because there simply were not enough funds to go around. What ever the reason, don’t take it personally. Do take advantage of the situation to build your relationship with the funder.

1. Write a thank you anyway. Sample After all the foundation did take the time to consider your request.
2. Call to find out what you should have done differently.
3. Invite the foundation staff and/or board for a visit.
4. Find out when you can submit again.

After three tries without success it is time to look for other funding sources. Your NPO may just not be what they are looking for.

Annual Giving

Annual giving typically is for current year uses such as operational costs. Most are unrestricted gifts although some organizations encourage giving to specific programs or departments. The size of the gift is not as relevant as the likelihood that the donor will continue to give each subsequent year. Annual gift programs are designed to build long term relationships that increase loyalty and donation amounts over time.

Successful annual giving programs will build the foundation for all other giving programs. They increase and develop a donor base that continues to grow over time. A look back at a constituents giving history will tell the development officer who gives steadily and at what level. This information will let you know when someone is starting to lapse in their giving and when another donor is ready to be asked for a major gift.

Annual giving programs can take many forms. The most common is a request through the mail. Phone calls and email requests are also used. All of these methods can be equally effective. What seems to be even more valuable is segmenting the constituents so that the ask can be more personalized and geared toward the donor’s interests. This take a little bit more work but as your data base grows you can send out your appeals in smaller chunks and pay more attention to the group and individuals in that group.

Devereux is Here for Me

Two Steps to a Succession Plan

According to Wikipedia, Succession planning is a process for identifying and developing internal personnel with the potential to fill key or critical organizational positions. Succession planning ensures the availability of experienced and capable employees that are prepared to assume these roles as they become available.

Why is this, a hard concept to master?  The benefits to the organizations are numerous.  Let’s look at a simple succession plan for volunteers working on a Parent Teacher Association at an elementary school.  For years school xyz has put on an auction.  The school utilizes a chair that rallies her friends to fill various jobs such as gift acquisition, presentation of gifts, bidding, and pick up room.  For years the school has wanted to add an online component to their live auction but have never been able to work through the details to accomplish this.  Each year some old and many new volunteers, take over positions and must apply the “on the job training” model to pull off the event.  This makes for a stressful situation and the position looks overwhelming and unappealing to potential new volunteers.  By the time the volunteer is comfortable with their position they are ready to move on.

A simple succession plan can be implemented to help the auction move forward and increase revenue.  

1. Every Chair must have a co-chair or two

2. Each Chair must keep a binder full of step by step instructions and copies of receipts, timelines, and volunteer phone numbers.  (They may choose to keep their records online and provide a copy of the records on a disc.)

The Co-Chair volunteers, with the intent to one day become the chair.  For the first event, a chair keeps adding to the steps that he/she follows along the way to a successful event.  If a written document exists, then the Chair just has to update the list and make minor changes.

The result is not only a well planned event but one that can be easily carried out for several successful years.

Special Event Objectives

The most common reasons to hold a special event are:
Raise money
Keep current donors engaged
Encourage individuals to become new donors
Thank loyal donors and volunteers (cultivation)
Promote NPO recognition and awareness

Nonprofit Advocacy Day on the Hill

PANO aka Pennsylvania Association of Nonprofit Organizations held a Nonprofit Advocacy Day on the Hill of April 7, 2010. To start off with I have to apologize to PANO for my tardiness. I am directionally challenged and have never been to the capital. I grew up in suburbia outside Detroit and thought I was a "city girl" until I moved east. Now any city causes me undue stress and I should have known better than to give myself only two hours to reach the Capital.

Anyway, back to the Caucus . . . I arrived as Joe Geiger, Executive Director of PANO was telling us (representatives of nonprofits) how important it was to collaborate and lobby. Think about it, strength is produced in numbers, and if we don't tell our legislators about us, how will they know? Nonprofits are doing the organizations they represent a disservice if they do not build relationships with their legislators.

Building your relationship with your legislator is much like the building of a relationship with a major gift prospect. Stop in their office, send an email, or letter but don't send mass form letter appeals. According to Representative Mario Scavello the form letters can cause the reverse of your desired effect. Mass emails fit in the same category.

Both Representative Scavello and Senator Dinniman spoke briefly on the state of the budget. Don't expect any surprise pots of money from the PA Government. If anything there will be some cuts. In conversations throughout the day, the loss of the proposed tolling of Interstate 80 was a topic of concern. It seemed like some were counting on that money to produce a balanced budget.

After the presentations we were able to meet with legislators and their aids. My appointments were pre-scheduled using a sample letter provided by PANO. Although some of the legislators were not in Harrisburg that day I did end up having a lengthy conversation with one representative and another visited our center before the Nonprofit caucus.

I encourage all PA nonprofits to attend next year's event. And if you live in another state, ask your legislators about their opportunities for nonprofits.

Becoming a Fund Raiser

I started out as a parent then teacher. I always seemed to be involved with agencies or schools that needed money. First off, as a parent and stay at home mom, I volunteered a lot at my children s school. They attended a Catholic elementary school and were always fund raising starting with the first day of class in August. We went from selling candy, wrapping paper, sub sandwiches, to auctions as the school year progressed.

I guess I made it to the official volunteer fund-raiser position when the principal told me we needed some money. Without giving it much thought I arranged an ice-cream social at the local uncle Rays Ice cream store. We received a percentage of the sales. i think we made around $150 the first day and the next two months (in the summer) we had two more socials that generated consistently less money. I never asked the principal how much she needed or for what fund but that was a defining moment to my yet to be realized career.

Several years later while I was working for a public school as the Day Care Director I wrote a request for 100 flower bulbs. To my surprise we received the flowers. At this point I thought grant writing was a breeze. A few months later I changed positions and became a Kindergarten teacher at a Catholic Mission School called Dukette. Dukette had all the elements necessary to receive grant funding. The school was a non-profit, it was located in economically challenged Flint, MI, (well known for that fact thanks to Michael Moore), we have a Community Foundation in the area, we were serving children and the school had me.

I had all the confidence I needed. After all, I had been awarded 100 bulbs. I began by writing to local agencies with beginners luck I received several monetary awards for the school. It was a great time to be in fund raising.

Later, when I went back to school and qualified for work study I choose to work for the community foundation that had awarded Dukette $3,000 for equipment for their after school program. I made the career change to fundraising as a profession that spring when the Community Foundation was looking for a Summer Youth Coordinator.

How did you start fund raising?

My You Tube Experience

I needed to get a Public Service Announcement (PSA) on You Tube.  Being a newbie on the social media scene this process was a shot in the dark for me.  Once again Google makes it simple. 

I set up an account and followed the simple steps.  The tricky part was finding the link after the video was posted.  Well I went back into my account and found the tag section.  I had to add the title Devereux is Here for Me and a few other key words such as Devereux Pocono Center to the Tags section.  It wasn’t until after my son placed commas and the quotation marks in the right place that you can now find the PSA by typing in Devereux Pocono.  Take a look and leave a comment.

The Birth of a Blog

Where do I start?  I was a little bored and wanted to start a website. So what do I write about?  I happen to be a development director and President of AFP Pocono Mountains Chapter.  Well, fund development of course.  But what did I know about a website?  I had no idea where to begin.  I was discussing this situation with my 19 year old son on his way back from college.  He had no choice but to talk to me.  It was a 2 1/2 hour drive.

He suggested I start a blog. But how would I get anyone to read the blog? Could I make any money?  After all I have nothing to sell.  My son who's babysitter was our home computer for many years said,  "Don't worry just add content.  I will take care of the rest."  So that was the birth of my blog.  Beers Group.  (Beers is my last name and Group represents my three children.) 

I must admit that my son did help me but Google also participated.  The help tab was also very informative.

I went to Google Blogs and followed the simple directions.  They provide templates and you can customize your account by changing colors and fonts.  Part of the fun is learning how to create the blog and add things like gadgets. 

Gadgets are the things on the top of the page and on the side such as Labels, Members, and About Me.  These are neat things that can link you to other blogs or make navigating my blog easier. So follow me as I improve my blog and please add your comments and questions.

News from Nonprofit Quarterly

http://www.nonprofitquarterly.org/index.php?option=com_content&view=article&id=2019:unraveling-development-what-do-all-the-words-mean&catid=145:simone-p-joyaux-acfre&Itemid=119

Take a look at this article and the author's book. Refreshing and full of great ideas.  Easy and interesting to read.

Sample Grant Tracking Sheet

 I have used Raiser's Edge and Donor Perfect but I still like to keep a spread sheet handy for a quick ready reference.  I use my tracker to see the deadlines from the year before and to input the month that I should be hearing back from a potential funder.  You can change up the spread sheet to add things like how many grants were written, denied and funded, etc.  Enjoy.

Detroit Medical Center Sale Challenged

So what about those designated dollars?

Strategic Planning

The strategic plan identifies where the organization is going and how it will get there. It is a work in progress that is never quite complete. The result of strategic planning is a written document that can be use by the staff, board and committee members. It will guide the organization for several years. It will be used to form the development plan.

NPO’s are formed to meet the needs of the community so it is necessary to look at all current, relevant needs assessments in your service area. You don’t want to provide a service that is already being provided by another organization or just is not that urgent of a need in your service area.

Take a look at the services that you are currently providing. Are they self supporting? Is there still the need for a particular service? What outcomes are you seeing because of your services? Where are the funds being obtained for your programs? Is there reasonable expectation that the funding will continue? Is there enough community interest in your program?

Do a analysis. There are several books on this process of identifying your NPO's strengths, weaknesses, opportunities and threats. The SWOT Analysis: Using your Strength to overcome Weaknesses, Using Opportunities to overcome Threats Strategic Management and Business Analysis Marketing and Competitive Analysis Templates and Tools

Once all this information is gathered the strategic planning process can begin.

The first step is to Form a Planning Committee. The committee should be made up of individuals directly affected by the plan such as board members, staff, community members, donors, clients, and/or current volunteers. A mix of volunteers from different ages, ethnic back grounds, geographic areas and income levels should be considered.

Decide who should write the plan. The executive director usually takes ownership of this task.

There are several key components to the strategic planning process:
1. Mission
The mission statement describes the purpose of the non-profit. The reason it exists. Who you serve and how you serve. See: The Mission Statement Posted 3/24/10
2. Values Ethical stance that the NPO will take. They guide our actions.
3. Goals A subsection of the mission that will be addressed.
4. Objectives Designed to meet your goals. Time-based and measurable indicators of success
5. Activities Specific plans indicating who will do what, when and how.
financial guidelines

NPO’s that already are established may just have to re-examine some of the components. For instance, the mission of a well established organization may need updating or may be still relevant. If you are updating a current strategic plan, you may find in the preparation stage that the community needs are still in existence and only the activities need to be adjusted.
Remember that the strategic planning process takes time and careful consideration. Do not rush the process. Once the document is completed it is usually relevant for 3 to 5 years. But don’t shelf it. Take a look at it periodically and make sure you are on track.

An Evening Celebrating the Arts

That is the name of the fundraiser I attending last night in the Poconos. For those of you that have never heard of the Poconos, the area is located in a sleepy area on the east side of Pennsylvania about 70 miles west of New York City. There are many beautiful trees, hills, and lakes. A sportsman's dream. On the weekends many tourist land in the Poconos to enjoy skiing, golfing and getting away from the city.

Back to the event. This was a fundraiser for the arts. The invitation stated: “Please join the Pocono Arts Council as it promotes the best regional visual and performing artist.” There was a silent and live auction, entertainment by Christian Porter and Walk-about Dining AKA buffet.

The premise is that you walk in have a drink (cash bar) bid on a few items. And at the chosen time enter the dining area. At this point you choose a line to stand in. There was one line for salads one for the entre. Once most of the guests are seated a few announcements are made (mostly thank you’s) and then many guests got back up to stand in line for dessert. Once everyone that was going to leave had left and cooled off the room to an icy 50 or so degrees by opening the door and the rest returned to their seats the bidding began.

All in all it was a very nice evening and the Arts Council made some money. The artist donated half of the final bid price, for their art, to the council. The tickets were just $45.00 each for non members. The room was full. I tell you about this event so you can see one special event option. 

As a fundraiser I thought they could have “pushed the envelop” a little bit. Maybe had a couple of really big items that they previewed in the invitation. Tell me how the money will be used not how they are starting the year $15,000 in the red. How did you use the money last year. Did my donation make a difference?

The Mission Statement

The Mission statement describes the purpose of the non-profit. The reason it exists.
In a few succinct sentences, your mission statement clarifies your nonprofit’s vision. The mission should be a group decision that is carefully created over time. Once the mission statement is established it should be looked at yearly to be sure it is still relevant. Changes may not occur for several years.
To create the mission statement key stakeholders should gather to brainstorm and answer three simple questions.
What need are we trying to address? How will we address these needs? What principles guide our work?
Gather relevant statements. Categorize like words and phrases.
Walk away. Maybe, return several days or hours later.
Create a statement or two. Then polish it. Consolidate it. Make sure it is succinct.
The mission statement should be timeless, easy to read, and tell a lot in very few words.

Sample Mission Statements
The American Red Cross, a humanitarian organization led by volunteers and guided by its Congressional Charter and the Fundamental Principles of the International Red Cross Movement, will provide relief to victims of disaster and help people prevent, prepare for, and respond to emergencies.
United Way to improve lives by mobilizing the caring power of communities around the world to advance the common good.
Habitat for Humanity works in partnership with God and people everywhere, from all walks of life, to develop communities with people in need by building and renovating houses so that there are decent houses in decent communities in which every person can experience God’s love and can live and grow into all that God intends.
The American Heart Association
Building healthier lives, free of cardiovascular diseases and stroke.

Editor’s note: I found all of these mission statements from the organizations website. Some were hard to find even after I used the search engine. One well known organization did not make my list because I could not find its mission.

Writing a Problem Statement

Clearly define the problem. A problem is the difference between the desired outcome and what is happening now as measured by statistical data.

To write a problem statement tell the reader what is occurring, what should occur and what will happen if the problem is not addressed.

Example: Fifty percent of all children less than 16 years of age are obese. This number should be at 20%. According to XYZ agency this number is expected to climb over the next five years. (All these stats are made up but you should get the idea.)

Statistics can be found on several reputable websites such as www.cdc.gov or the health department website for your state.

Nurturing Your Board

There are many types of boards. Some are governing others advisory. They are all responsible for fundraising. So how do Executive Directors and Development Professionals get the Board Members to do their job? Well, we provide the tools and encouragement to help the volunteers to feel comfortable. If asking for a gift is too much for a board member, maybe making thank you calls is more their pace. It may take a board member a year or longer before they are ready to invite a friend for a tour of your NPO.

To fire up board members it is a good idea to start with a tour of our facilities or presentation of your program.
Take notice: Are they effected by what they see or are they uncomfortable?
Do they offer advice or volunteer to help? Do they clearly understand our mission?
Tell them about stories of the individuals that are being served.
Let board members tell their stories. Is there a connection? Passion?

Show the plan:
Where are we? Where are we headed? What are our immediate needs? How about in the future?

List the areas that you need help. All board members should have choices of fundraising tasks.
Personally contribute (mandatory)
Participate in special events
Regular attendance at board meetings (mandatory)
Serving on a board committee
Voice in the community
Asking for advice
Host a gathering or tour
Thank you calls (for attendance at an event or for a donation)
Cultivate a prospective donor
Make the ask

Board of Directors and Bylaws

An effective Nonprofit Organization has a competent Board of Directors. This competency is derived from several factors. But the key is to have a set of bylaws that are followed and used to strengthen the NPO.

Within the Bylaws the required number of board members should be listed. It is best to have a minimum and maximum number. This helps when there is an unexpected resignation or two. The Membership Chair will have the opportunity to carefully select a new member rather than rushing to fill a position with someone that may not be the best person for the NPO.

The terms of office need to be listed. Also state if or how many times a term may be repeated. I have been on boards that were required to change their bylaws in order to renew their officer terms. To avoid this, a provision can be made to renew a membership as an exception if there is a majority vote in favor of the renewal. This allows a particularly effective board member to stay on while others serve their terms and step down. It also helps in cases where there are no new volunteers to step in.

An election process and by law change protocol should also be listed in the bylaws. This typically includes written notification one meeting before the election.

Removing a board member. This is not as difficult as it seems. But the process should be clearly stated in the bylaws. For instance; How many meetings should a board member be allowed to miss before they are asked to resign? What if they do something publically that does not look favorably on the NPO? What if they become seriously ill?

Let’s assume that your board members were properly introduced to your NPO and given a clear list of expectations. Then a simple phone call or letter will take care of the situation. Many times board members are relieved to be given an out. Or they may not realize how many meetings they have missed or how important their presence is valued.

Cover Letter

This is the funder's first look at your proposal.
Use quality paper with letterhead and matching envelope.
Times New Roman or Ariel Type 12 point
Check your spelling and grammar. Use another set of eyes, not just your computer.
Use action words that are positive.
Do not get too technical. The letter should be easy reading. (Think 6th to 8th grade)

The cover letter is a brief reflection of your proposal. Include a greeting, the need you are addressing,how you plan to address this need and an invitation to help. Thank the funder for considering your request and give them your contact information in case there is a need for clarification. Close and don't forget to sign!

Rember to keep the information simple The details will be described in your proposal.

Charities Must Focus on Multiple Ways to Reach Young Donors, Generation Study Finds

http://philanthropy.com/article/Charities-Must-Find-Multiple/64675/

What is a Special Needs Trust?

A Special Needs Trust is designed to provide financial resources to assist a disabled individual who receive government funding.  This prevents the department of Public Welfare from taking the money for reimbursement of funds (MA benefits) for the provision of MH/MR.
There are three types of special needs trusts:
Third Party Funded Special Need Trusts  funded from someone else's money.  The creator must state that the money is to be used to supplement public funding and not replace the public funding.  The Trust is irrevocable. The trustee has discretion on the use of the funds.
Self Funded Special Need Trusts  Must be created by the parent, grandparent, guardian or court.  Discretion of the trustee. Irrevocable. For a disabled beneficiary. Balance is used to payback the state for Medical Assistance. Can't be created after an individual is 65
Pooled Trusts a non-profit fiduciary must be the trustee.  Can be created by anyone. Residue remains in trust upon death of disabled beneficiary PA now requires a 50% payback.

Purchases from a Special Needs Trust are to be used to enhance the individuals quality of life.  It must be for their benefit.  One home, vehicle and a trip with a care giver are examples.
This information is based on Pennsylvania Rules.  The guidelines in your state may differ.  An attorney should be used by any person wishing to create a trust.

Obama Names Charities to Share His $1.4-million Nobel Award

http://philanthropy.com/blogPost/Obama-Names-Charities-to-Share/21763/

Q & A

Question
You are putting on a Gala with music dinner and drinks included. The ticket price is $175. Our venue and some of the other event expenses such as invitations and music have been donated. How do you figure out the deductable amount of the ticket price? Is most of the ticket price deductable because most of the event expenses have been under written?


Answer
Often charities use the deductable portion of a ticket price as a promotion for their event. “100% of the ticket price is deductable” This statement is false and in reality is not for a charity to determine. Instead the NPO should determine the fair market value of the evening. This has nothing to do with what it cost to stage the event. NPO’s are often reluctant to disclose the value of food, liquor, entertainment but the benefits that the ticket purchaser receives by participating in the event are the “fair market value.” The balance of the ticket price is the deductable amount

I was involved in a Charity ball that cost every penny of the ticket price to put on the dinner. This caused a lot of discussion. The individuals were purchasing a $250 and were also receiving $225 in amenities at the event. This is not to say the NPO did not raise money. We did in fact raise $100,000. this was realized through sponsorships and donated services.

Types of Planned Gifts

Traditional Types of Planned Giving
Bequest: Cash or property donated at donor's death. the donor typically makes this bequest through his/her will. Property may include Cash Stocks, bonds, mutual funds &other property which is subject to board approval.

Charitable Gift Annuity: Cash or property donated during the donor's life in exchange for a fixed income for life. Typically $10,000 or more with no additional contributions permitted.

Pooled Income Fund: A common trust donated by separate donors for investment purposes. Each donor receives a portion of the income each year. The charity keeps the remaining assets as each donor's share at the time of death.

Charitable Remainder Trust: Donors create a trust and receive an annual payment. After the last beneficiary passes, the charity receives the remainder of the assets.

Charitable Lead Trust: Donor creates a trust that provides an income for the charity for a period of time. At the end of the period of time, the trust reverts back to the donor or other beneficiary.

Power Point Tips

As a development professional you may have to "make the ask" or "tell your story" through a presentation. Click this link to see some tips from Steve Jobs, co-founder of Apple. http://www.slideshare.net/prwalker/the-presentation-secrets-of-steve-jobs-2814996

How Do I Know How Much To Ask For?

Here is a simple tip. Look at the funder’s 990 form. (Availble though Guidestar, foundation Center, etc.) They list their charitable contributions. This will also tell you what types of agencies that they are funding. Don’t forget to consider your relationship with the organization. Align your ask with the strength of our relationship and the dollars given to like organizations.

Writing Your Grant

Always follow the funder’s guidelines as they have directed.
If you have questions, contact the grant administrator. It is their job to help you.

Here are some questions that you might have to answer:
Describe goals and objectives. This means:
Who (including partners) will be responsible for activities?
What communication activities will take place?
When (timeline) the activities will get done,
Where the activities will get done
How often the activities get done.
How will you sustain the program?

Decide on roles and responsibilities of the staff and partners. Don’t “wing it” and find out you get the funding but do not have an implementation plan.

Create an evaluation plan
Describe the goals and objectives
List the anticipated outcomes and process for measuring results
Design a plan that describes the sources of information and the methods that will be used to gather data.
Share it with appropriate staff

Tips
 Write your grant request in a compelling, convincing, and concise manner.
 No fancy lettering. Use Times New Roman or Arial type
 Number pages, include name of organization on each page
 Do not staple, bind, or fold
 All sheets should be 81/2 X 11

Once you are funded
 Say thank you
 Stick to your narrative/contract
 If you can not meet the timeline call the funder. DO NOT WAIT FOR THEM TO CALL YOU!
 Use this time to strengthen your relationship

The funny part about grants is that you have to have all the details figured out before you submit a grant. This does not guarantee funding but it does increase your chances of receiving funding.

Special Events

Here are 50 special event ideas.
Special events are the most costly and produce the least amount of revenue. They do attract new donors and awareness of your non-profit.
Antique Show
American Girl Doll Tea
Art Show
Auction
Bake Sale
Barbecue
Basket Raffle
Basketball, Golf or any Sport Tournament
Bike or Walking Tour
Bingo
Campaign Kickoff
Candy Sale
Car wash
Car show
Casino Night
Celebrity Bar Tending
Celebrity Chef Dinner
Chili Cook Off
Concert
Cookbook Sale
Cooking/Tasting event
Craft Show
Dance Marathon
Dedication
Derby Day
Dine around town
Discount Cards
Donkey Basketball
Fashion Show
Fishing Contest
Flower Sale
Gala Dinner
Garage Sale
Home Tours
Haunted House
Ice Cream Social
Jail-a-thon
Lecture Series
Logo/T-shirt Design Contest
Mother Daughter Banquet
Murder Mystery Dinner
Non-event
Pancake Breakfast
Pet Costume Parade
Phone-a-thon
Raffle
Reception
Rubber Ducky Regatta
Run/Walk
Sport Clinics
Sweat shirt sale
Telethon
Themed parties
VIP Dinner
Wine Tasting

Finding a Grant Funder

So you want to write a grant. There are a few basic steps that are relevant for any grant. The number one most important step you should take before writing a grant is identifying a potential funder. Determine if a funder’s mission and guidelines are in line with your organizations mission and needs. DO NOT FORCE A FIT. There are plenty of grant dollars out there if you’re asking the right foundation or government agency.

These three websites will take you to search engines that will help you find funders.
www.grants.gov
www.guidestar.org
www.foundations.org
However, there are several grant alerts out there that are easy to find with Google. Another way to find out about foundations is to look them up directly without using a search engine. Just Google the foundation name. I have learned about some foundations by networking with other fundraisers or clicking around on the internet. Look at like agencies to see who is funding them.

You will find your best prospects by focusing your efforts with people and organizations that are in close geographic proximity or interest with your organization. Start with the funders that match your mission and are geographically close to you. Connect with them and build a relationship. To determine if your organization is a fit, you should be able to answer these 6 questions about your organization.
What is your mission?
What are your NPO’s goals?
Who are you trying to assist? (Children, hungry, etc.)
When are you going to start/finish your program?
Why is your organization the one to address the problem?
How will your organization address the problem?
Answering these questions will help you to align your NPO with the most likely funder to help with your cause.

Once you have an organization in mind, I find it best to go to their website directly. That is where you get the most accurate and up to date guidelines. Now compare your mission with theirs. Do they fund in your geographic area? Do they fund the area of interest you are looking for funding in? (Capital, scholarships, operations, etc.) Do you know any of their board members? Do any of your board members have relationships with the organization? If you are not connected in any way with the potential funder get connected.

With Pennsylvania'a delay in passing the FY10 budget many of the local non-profits were feeling like sitting ducks waiting to see what would happen with this year's budget. As the President of the local AFP Chapter and with the help of Representative Mario Scavello(R), and our chapter officers we organized a Legislative Forum. I have always felt that knowledge was power and so we went looking for some answers. Below are the 5 tips that highlight what we found out:

1. Invite your local legislators to visit your non-profit. Remember that the legislators "talk up". They will let state and federal congressmen know what your needs are.

2. Use the local newspapers to spread the word. The politicians at your capital do read the papers. So when you speak about your non-profit be sure to speak about your needs.

3. Regarding stimulus money - the dollars are going to larger project ready causes and can be accessed through local economic development groups.

4. NPO are strongly encouraged to collaborate. There is and will continue to be less money to go around so collaborating is more important than ever.

5.Grants need to be accurately and consicely written. This is nothing new but now that there is less money, sloppy work will be dropped to the bottom and may not get a second look.