1. Community Foundation Partners: Supported by:

2. $2.4 million, 10,700 gifts. 109 nonprofits with profilesin The Giving Partner Right time, vehicle for some agencies.. 3. How can I learn more about the nonprofits I care about?-Your trusting donor 4. In a giant, swirling Universe ofnonprofits, whos doing what? 5. 9 out of 10 donors say that nonprofitperformance is important Source: Money For Good II / November 2011/ Hope Consulting 6. In 2002, Community Foundation leadersdeveloped an innovative tool to Help donors and funders make more informed philanthropic decisions Leverage technology to provide community knowledge Build nonprofit capacity and encourage transparency 2002 20072009 7. GuideStar provides information for over1.5 million nonprofit organizations nationwide(including yours) to advance transparency, build trust, and help donors make informed charitable giving decisions.www.guidestar.org 8. Benefits For the community: Access to nonprofit missionwhos doing what Track nonprofit trends Capture community assets Identify gaps in services/ community needs For donors: Understanding of effective andefficient nonprofits Ability to compare choices for giving 9. Whats in it for you? Access to donors & private foundations An online case for support Time saver with grantmaking Capacity building Trainings/consulting needs better met 10. What it takes 11. Who completes a profile? 501(c)(3) organizations in Sarasota,Manatee, Charlotte & DeSoto CountiesWere doing it too. Community Foundation of Sarasota County Gulf Coast Community Foundation Manatee Community Foundation 12. What you DO NOT see. Ratings Grading Certification 13. 4 basic nonprofit profile steps: 1. Take a look.Review existing profiles. 2. Gather.Assemble your information & documents.Write any narrative. 3. Input.Required/optional fields and uploads. 4. Review & send.Foundation will review. 14. Step 2: Gather. Required FieldsOptional Fields Strategic plan CEO/ Board Chair statement Board attendance rate Bios for senior staff Conflict of Interest Policy Background statement Needs statement Risk management provisions ALL program fields(These fields are visible whether ornot you complete them) 15. Required fields Key indicators of nonprofit health/effectiveness Necessary to answer to receive the Reviewed by Your Community Foundation status 16. Narrative fields include:Program descriptions, impact statement,CEO/board chair statements, etc.Some are required. Make them short. Make them sticky. Make them shareable. And of course, make them true. 17. Document-related fields 18. Step 3: Input your data. 19. Your needs statement1. Format using numbers or bullet points.2. Use dollar amounts. $500-$2,000 range.3. Be specific. 20. The program section.Are you making a difference? Program description & budgetWhat makes this program special? Success measures & monitoringHow do you know yourprograms are working? Examples of successThe right mix of facts + stories 21. Save it every 30 minutes. 22. Lets talk plans & policies.From a donors perspective, the missionis a given. The differentiator is the plan orstrategy for effecting change. -Tom Belford, The Agitator November 23, 2011 23. If you do not have a policyor a plan1. Its okay.2. Answer no or under development. You will still get the Reviewed byYour Community Foundation icon. 24. If you do have the policy, plan or document 1.You must upload it. 2.It MUST be approved by your board.Its part of our due diligence. 25. Policies to UploadIf you indicate you have them. Conflict of Interest policy Whistleblowers policy Document retention/ destruction policy Organizational policies and procedures(not just an employee handbook)These documents are not viewable by the public. 26. Plans to Upload If you indicate you have themManagement succession/ training planStrategic planFundraising planCommunications planThese documents are not viewable by the public. 27. Board docs to uploadIf you indicate you have them Written board selection criteria Board attendance spreadsheetThese documents are not viewable by the public. 28. Financial docs to upload IRS Form 990s from thelast 3 fiscal years Audited financial statementsfrom the last 3 fiscal years IRS 501(c)(3) determination letterThese documents are viewable by the public. 29. Key financial information Revenue sources Expense allocations Assets & liabilities Top 3 funding sources fromlast 3 years 30. Your state charitable solicitations permit 31. Save your work.or it willdisappearfromyour profile. 32. A word about your photo & logo: Follow the size guidelines onyour tip sheet & ask for help if you need it.(Otherwise, you may have graphics that look like this) 33. Step 4: Review & Send.1. Have you completed all required fields and any optional fields you would like to share?2. Have you asked someone who doesnt know much about your organization to review it for clarity and impact?3. Is everything spelled correctly? 34. Youve spentthe time. Beclever inhow you useyour profile. 35. 5 Ways to Use Your Profile1. Message your impact.Share your profile your lobby, on social media, on yourwebsite, in your annual report2. Get even smarter.Use your profile as an assessment tool.Choose 3 things to work on for next year.3. Save time.Your profile is an online case for support.Use it to help you with local and nationalfunding requests. 36. 5 Ways to Use Your Profile4. Build your board. Inspire higher level conversations at meetings. Use the profile in board recruitment. Enhance your board orientation process.5. Be a connector.Check out what other nonprofits are doing.How can you work together? 37. And finally, weare here to help. E-mail JHall@CFSarasota.org. Or call (941) 556-7176. 38. FINAL Deadlineto Complete Your Profile:Thursday, May 3 Treat it like a grant application deadline. No extensions, no exceptions. 39. Thank you forembracing thisnew initiative.Lets get started!