The Nonprofit AcademyPRESENTS

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HOW TO CREATE SUSTAINABLENONPROFIT SYSTEMS

WITH TYCELY WILLIAMS

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How to Create Sustainable Nonprofit

Systems

P r e s e n t e d f o r : N o n p r o f i t A c a d e m y v i a W e b i n a r

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What’s Up?

Sustainable Systems

- Resource Development- Steps to Operationalize Resource Development - Ways to Monitor & Measure Resource Development Engagement- Ideas for Soliciting Ongoing Resource Development Feedback

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What is a “System”?

- Set of detailed methods and practices

- Step-by-step sequence of activities (procedure)

- Interrelated, interdependent, interconnected elements

- Something that carries out a specific function

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Resource Development Systems

- Customize based upon funding structure of your nonprofit

- Create in conjunction with staffing & volunteer model

- Never silo to a specific department (shared & supported by all)

- Align with performance management & reward system

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The Importance: Resource Development

“When people go to work, they shouldn’t have to leave their hearts at home.”

–Betty Bender

“Mind on Money! No Money = No Mission”

–YOU & of course, ME

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Who’s Job is Resource Development?

Internal

• Staff• Board• Volunteers• Clients

External

• Community• Partners• Past Clients

Hybrid

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Resource DevelopmentFrame Internal Importance Among Staff

- Explicitly connect mission to dollars

- Privately & publicly share yearly financial goals + mission impact

- Frame Development Department’s role as “Specialists”

- Create opportunities for fundraising staff & volunteers to train

- Allow each individual staff member to support fundraising based upon their preferences, strengths and expressed interests (do not make assignments)

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Resource DevelopmentSteps to Operationalize

- Commitment to & responsibility for fundraising in every job description (concise yet explicit)

- Annual Commitment Pledge, Management Goals & Evaluation

- Development Dept. identifies tangible ways staff can support fundraising

- Identification, Cultivation, Solicitation, Stewardship (General Support, Events, Campaigns, etc.)

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Resource DevelopmentSteps to Operationalize

- Commitment to & responsibility for fundraising in every job description (concise yet explicit)

- Annual Commitment Pledge, Management Goals & Evaluation

- Development Dept. identifies tangible ways staff can support fundraising

- Identification, Cultivation, Solicitation, Stewardship (General Support, Events, Campaigns, etc.)

@tycely #TycelyLive

Resource DevelopmentSteps to Operationalize

Review Hand-Out &

Sample Instrument

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Objective: To support the resource development strategies of INSERT in order to INSERT MISSION. Sample Objective: To support the resource development strategies of the American Red Cross in order to prevent and alleviate human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors. FY 2015 Financial Goal: To secure through contributions, grants, etc. [specify based upon your revenue streams] $500,000 [insert based upon your overall financial goal] from January to December [specify based upon your fiscal year] with collaboration and support from internal stakeholders. 2015 Goals At-Glance [customize based upon your revenue stream] Contributions

Board $10,000 Aim: 100% participation Staff $ 5,000 Aim: 100% participation

General $270,000 Aim: 250 renewals, 100 upgrades & 50 new donors

Grants

Private Grants $70,000 Aim: 4 renewals, 2 new grants Public Grants $65,000 Aim: 3 renewals, 1 new grant Corporate Contributions $20,000 Aim: 10 renewals, 5 upgrades & 6 new donors United Way Campaign $10,000 Aim: 2,000 renewals & 100 new donors Matching $5,000 Aim: 20 renewals, 10 upgrades & 10 new Events Ticket Sales $20,000 Aim: 200 tickets ($100 each) Sponsorships $15,000 Aim: 1 at $10,000 & 2 at $2,500 Auction $10,000 Aim: 1 item at $1,000, 5 items at $500, 10 items at $100 & Total $500,000 Impact: Insert projected programmatic outputs

High-Level Goals/Strategies

Report Out & Share

Progress

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Evaluation of Engagement:

Inform staff members of expectation (all internal stakeholders will support resource development)

Define how staff members will be evaluated (include frequency—i.e. quarterly, semi-annual or annual)

Collapse resource development evaluation into overall performance review (tied to compensation & merit increases)

Encourage staff members to shape the instrument prior to the adoption

Operationalize by crafting policies and procedures to reflect the new culture

Provide informal reviews, give guidance & direction

Conduct formal review face-to-face and document using a written instrument

Encourage organizational and volunteer leaders to enforce and to lead by example

Demonstration of Resource Development Support Yes: □ No: □

Current Year Donor: Yes: □ No: □

Fundraising Strategy Identification Cultivation Solicitation Stewardship Notes Board Contribution x Hand-written note to board member Staff Contribution Made personal contribution General Contribution x Provided names of prospects Private Grants Public Grants x Wrote thank you letter to agency Corporate Contributions United Way x x x Encouraged neighbor to give Corporate Matching Ticket Sales x x Asked friend to attend Sponsorship x x x Asked car dealer to support Auction x x x Secured item

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Resource DevelopmentIdeas: Solicitation of Feedback

- Strategy: Hold focus groups & invite members of all departments

- Messaging: Survey team members on appeals prior to public launch

- Post-Activities: When hosting open houses, fundraising events, celebratory occasions, etc. send to team members anonymous surveys/questionnaires

- Ask them to wear the “donor” hat when making some decisions

Questions? tycely@tycelywilliams.com

C o n n e c t v i a L i n k e d I nH e r e ’ s h o w : C l i c k H e r e .

Thanks for joining me; Happy Fundraising!

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