surviving the nonprofit world jean block

NATIONAL SAFE PLACE

SURVIVING IN THE NONPROFIT WORLDFOCUS ON RESOURCE DEVELOPMENT

Presented by Jean Block

Jean Block Consulting, Inc.

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2010 Jean Block Consulting, Inc.

It’s a Given – Everything is Changing … and Challenging … and Different … and … and …

and…

So, where do you start in a plan to survive this challenging environment?


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Get Back to Basics


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Where are you now? What resources are in place?What is being done today? How well?Does the Board have a Development

Committee? Is it effective?

Assess and Analyze…Identify Ways to Improve


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10 Steps to Surviving – Successfully – in Today’s Environment

1…It’s All in the Plan


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Diversification is the Key – Your Eggs have to be in Many Baskets!

Basic Elements of a Diversified Plan


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“Annual” Campaign/Direct MailSpecial EventsGrants (foundations, corporations, etc.)Sponsorships, UnderwritingEarned Income, Sales, Fee for ServicesContractsIn KindSocial Media CampaignsPlanned Gifts/Major Gifts

Where Does Money Come From?


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85 - 88% from Individual Givers7 – 10% from Foundations4 – 6% from Corporations

Are Your Resources Balanced?

2…Enhance Your “List”


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Start at the Center of Your Universe

Circles of Ideas and Influence…then…Expand the Universe

Staff, Board, Volunteers

Expand the Universe


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Logical Connections – Mission MatchingResearch 990s – www.guidestar.orgCollect Annual ReportsRead the PaperSearch the InternetAlert for Connections – everywhere – all the

time

Start Right Now


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Start Now – Can You List 20 Potential Names?

Who should be on your list?????

3…Upgrade Your Systems


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Donor Management SoftwareCompare Typical Software -

www.techsoup.orgEnhance your social networking potential

Web site giving Giving page(s) by Board members Outreach and updates Results and accomplishments

4…Get Focused


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Focus on Efforts to Get The Highest Initial Return What’s working? What’s not? Go back to your analysis…be honest… Shoot the “Sacred Cows” or send them out to pasture! Fun! Results! Accomplishments!

5…Ask!


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Ask Often in a Variety of Ways “Annual” campaign should be quarterly - at least Special events Use social media effectively Mail Newsletter (e-newsletter) Personal visits, phone calls

Who Should Ask?


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Board Members Mail campaigns Phone campaigns Sponsorships Leverage their contacts

VolunteersStaff

6…Thank!


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Make it Timely and Meaningful 48 hours 3 times or more! Connect donor to reasons and results Thanking vs. acknowledging Who thanks? Personal thanks for major gifts IRS guidelines – Publication 598

7…Involve!


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Volunteers Give More Money! Special events Board of Directors Programs and services Meaningful opportunities

8…Renew!


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Start All Over Again Donor acquisition efforts ongoing Database in continual update mode Open to new opportunities Can you collaborate?

9…Evaluate


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Annual evaluation: Cost:Benefit Analysis on all efforts.

Focus on highest producing efforts.Modify, expand, try something new.Be willing to give unproductive efforts a

rest…

10…Celebrate!


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Celebrate (champagne moments). Thank (everyone for everything).Recognize (everyone for everything).

Draft Your Plan


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Take a Moment … Start Your Plan … What are 3 Things You Will Do in the Next 3

Months to Get Started on Your Successful Plan?


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Keys to Success – Diversified Development Plan

Keys – Annual Campaign


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QuarterlyVaried Approaches and OpportunitiesEmail and Snail MailDatabase is CurrentPersonalized Vehicles – Board notes and

signaturesShort and Sweet!Powerful and Meaningful

Keys – Special Events


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Detailed Planning Budget Theme Place Volunteers Sales Entertainment Safety…..etc. etc. etc.

Special! Fun! Cost:Benefit Evaluation

Keys - Grants


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Mission MatchedGrantor-FocusedResearchedRequest Guidelines Followed Outcomes ReportedRenewable

Keys - Sponsorships


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Mission-MatchedSponsor-FocusedMeaningful Benefits OfferedThanked and Involved

Keys – Earned Income


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Based on Your AssetsResearch and Feasibility StudiesCosting AnalysisBusiness Plan

Keys – In Kind


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Needs IdentifiedBoard, Staff, Volunteer InvolvementThanked and Involved

Keys – Social Media


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Board, Staff and Volunteers InvolvedInternet Donations Accepted (Security)Variety of VehiclesConsistent Messaging


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Common Pitfalls to be Avoided

Common Pitfalls


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Development plan is not diversified.Board members do not understand or support

the development efforts.Board members are not required to set the

example for annual giving.Board has no Development Committee.There are no annual development goals.

More Pitfalls


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Board does not provide oversight to development progress.

Board does not know who the top 20% of givers are.

Board members do not participate in fundraising events and activities.

Board members do not get involved in asking and thanking.

Development efforts are not evaluated annually (cost:benefit).

More Pitfalls


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Donor management software is complex or out of date.

Donors are not acknowledged within established IRS guidelines.

Everyone is just too busy to thank donors, sponsors, underwriters, investors….

Resources


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Exploration – Management by

Assessment

Resource Development Module

Download at www.jblockinc.com

Resource


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Download at www.jblockinc.com

Thank You


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Visit my Website for Ideas, Newsletters and More

www.jblockinc.com

Email [email protected]

surviving the nonprofit world jean block

Technology

keys social media board

keys annual campaign

plan diversification

analysis business plan

board members outreach

annual evaluation

contacts volunteers

kind social media campaigns