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December
2008 |
| President’s
Message: |
| Welcome
to our Ventures in Philanthropy E-Newsletter |
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Getting
Ready for the New Year Linda
Lysakowski, ACFRE |
As we prepare to start a new year, we are faced with many challenges
and yet an air of excitement pervades our nation.
The economy continues to be a major concern for everyone; global
warming and the energy crisis threaten life as we know it. And
yet there is an air of optimism as we welcome a new administration.
So how will all this affect fundraisers?
It depends!
Some organizations will struggle in the coming year; others
will have |
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successful
fundraising programs. Organizations that can show a positive
impact on their community will be more successful than those
who haven’t built a strong case for support. Those whose
leadership (staff, board and volunteer leadership) is strong
will fare better than those whose leadership is ineffective
or unstable. Organizations that continue to rely on past methods
rather than embracing new technology and new methods will suffer.
Those who move ahead with a solid development program will outlast
those who wring their hands in despair. So, you will see that
CAPITAL VENTURE
will be offering some workshops to help you be on the winning
side of the balance sheet. In the meantime:
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| Preparing
for a Successful Development Program: |
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- Make sure that you have a strong case for support.
- Make sure your website is up to date and interactive.
- Do an honest evaluation of your leadershipstaff, board
and volunteers.
- Look into at least one new fundraising methodgiving circles,
Internet fundraising, and social networking are all good
places to start.
- Have a diversified development plan.
- Make certain your organization is transparentattend a
class in the new 990 Form. (The IRS is offering classes
in some cities).
- Invest in a good donor software package that will allow
you to monitor all your development programs.
- Conduct a planning study if you are contemplating a capital
campaign.
- Recruit a top notch Development Committee.
- Conduct a Board Boot Camp to help your board develop their
networks.
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| Why
a Planning Study? |
When
considering a capital or endowment campaign, a major undertaking for
most organizations, there are two things that need to be done in order
to determine the likely success of a campaign: an internal assessment
of the organization’s readiness and an external assessment of
the willingness and ability of the organization’s constituency
to support the campaign. This month, I will focus on the internal
assessment aspect. Next month, I will discuss the external aspect.
The planning study, sometimes referred to as a feasibility study,
is the most common way to determine both internal and external readiness
for a major project. Today, most firms use the term “planning
study” because the goal is not just to determine the feasibility
of doing the project, but to help the organization develop a plan
that will strengthen their organization overall while preparing to
launch a major campaign.
Often, the project is going to be done, whether funded through a campaign
or not, so the feasibility of the project is not the question. Another
reason why many prefer the term “planning study” is so
that the process is not confused with the architectural feasibility
study. Internal Readiness
If the nonprofit has never done a capital campaign before, a full
development audit is recommended before doing the external assessment.
Even if the agency is “seasoned” in campaigning, a full
development audit can still be beneficial. Internal readiness should
always be considered first, before testing the campaign with the public.
Sometimes a full-blown audit is not needed, or time will not allow
for this process. However, the internal readiness still needs to be
considered in the planning study.
Some key internal readiness questions are:
- Is the organization a 501(c) (3) charitable organization?
- Is the organization registered with the states in which fundraising
will be done, if those states require registration?
- Are the organization's programs needed and valued by the community?
- Is there a strategic plan in place?
- Is the CEO well known and respected in the community and willing
to spend a good part of his/her time on the campaign?
- Is there a strong corps of fundraising volunteers?
- Can the top 10 donors and the top 100 donors be easily identified?
- Does the staff have experience in running a campaign?
- Is there adequate support staff?
- Does the board of directors fully support the proposed campaign?
- Is there a strong core of board members who will support the
campaign both financially and with their time?
- Is the board well known and respected in the community?
- Are there people of affluence and influence on the board?
- Is the board diverse?
- Do Board members understand the importance of their role in
a campaign?
- Is there an active development committee?
- Does the organization use community volunteers in its fundraising
efforts?
- Does the organization communicate regularly with all its constituents?
- Are constituents aware of the organization and its programs?
- Is there a donor database system in place that allows segmentation
of donors and personalized appeals?
- Is the system capable of recording multi-year pledges and planned
gifts as well as matching gifts?
- Does the database system have the ability to generate campaign
reports?
- Are there policies and procedures in place for accepting, recording
and acknowledging gifts?
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| Visit
Our New Website! |
We
are really excited about the launch of our new website. You will now
be able to link directly to many nonprofit resources, review books,
build your own “briefcase” of resources, and much more.
Visit our site today at www.cvfundraising.com
and send us your feedback. |
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| Technology
Corner — What is Web 2.0? |
| Of
all the questions I've been asked this year, "What is Web 2.0?"
is asked more often than any other.
There is no simple definition for Web 2.0. Broadly speaking, it
is a trend in web design and development that aims to facilitate
creativity, information sharing, and, most notably, collaboration
among users. These concepts have led to the development and evolution
of web-based communities and hosted services, such as social-networking
sites, wikis, blogs, communication tools, and folksonomies (the
practice of categorizing content through tags.)
A few years ago, the Internet was such a novelty, people were awed
by the fact that it was even there, but all that has changed. Users
are more computer savvy now and although there will always be a
place for static, read-only pages, today's users want the option
to voice their opinions and to share those with other like-minded
visitors to a website.
CAPITAL VENTURE's new
website has been designed around the principles of Web 2.0. Visitors
will find many tutorials,
tip
sheets and recommended
books they can rate individually and add comments to help their
colleagues in fundraising.
Another 2.0 feature of the new website is the blog-like "Common
Threads," a place where users may share challenges common
to all fundraising professionals, regardless of location, and solutions
they have found helpful.
Visitors may also ask specific questions in the "Ask
the Expert" section and although every question will be
answered by a CAPITAL VENTURE
associate, we invite you to share your thoughts in this section,
too.
You will find many helpful features incorporated into the new website.
One we're particularly proud of is the ability to bookmark your
favorite tutorials, tip sheets, etc and access them via your CAPITAL
VENTURE Briefcase or bookmark them to a vast
array of social bookmarking sites. It can be frustrating to find
the perfect tutorial when you don't have time to read it, only to
waste your available reading time later trying to find it again.
More features and many more tutorials will be added over the next
few months. Our aim is to make it YOUR website! Please visit www.cvfundraising.com
and let us know how we can further meet your needs.
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| Training
and Professional Development |
CAPITAL
VENTURE has updated our
Training Catalogue, which is available
by email. We offer a wide variety of workshops for groups such as
AFP chapters, statewide associations, national organizations, Dioceses,
United Ways and Centers for Nonprofits. If you would like to receive
a copy of our offerings, please contact cvlinda@cox.net.
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| Training
Opportunities |
Pressed
for time? Travel budget limited? Check out our website for the great
webinars presented by Affinity
Seminars on various topics of interest to development professionals.
Another excellent resource for nonprofit webinars is Charity
University. You'll find several on-demand courses sessions I've
recorded available there, including the most recent one, The Development
Plan. I'll be presenting three more tele-courses for Charity
University this fall which will be available on demand as well. You'll
find the dates and details listed in the Upcoming Presentations section
below.
Early next year, CAPITAL VENTURE
will be launching our own special training videos this fall, so be
sure to check next month’s newsletter for more information.
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| 2009
CAPITAL VENTURE Special
Workshops |
We
will be offering some very special workshops in 2009 to help you strengthen
your fundraising efforts. All these will be half day, interactive
workshops. More details will follow in future newsletters but ere
is our tentative schedule: |
- January 5: Developing Your Case for Support Las Vegas,
NV
- April 17: Establishing a Development Office Lake Tahoe,
NV
- May 12: Are You Ready for a Capital Campaign Philadelphia,
PA
- June 11: Are You Ready for a Capital Campaign Las Vegas,
NV
- July 15: Are You Ready for a Capital Campaign Reno, NV
- August 13: Are You Ready for a Capital Campaign Harrisburg,
PA
- September 24: What Do Major Donor Really Want Las Vegas,
NV
- October 14: Developing Your Case for Support Reno, NV
- December 8: Are You Ready for a Capital Campaign Reading,
PA
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UPCOMING
PRESENTATIONS
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January
5, 2009
CAPITAL VENTURE
Building a Case for Support
Linda Lysakowski, ACFRE
Henderson, NV
Click
here for more info
January
7 , 2009
AFP Greater Arizona Chapter
The Importance of Strategic Planning for
Development & Building a Development Plan
Linda Lysakowski, ACFRE
Phoenix, AZ
Click
here for more info
January 16, 2009
Charity Channel
Getting Ready for a Capital Campaign
Linda Lysakowski, ACFRE
Webinar
Click
here for more info
January 30, 2009
Charity Channel
The Keys to a Successful Capital Campaign
Linda Lysakowski, ACFRE
Webinar
Click
here for more info
February
20, 2009
AFP Las Vegas Chapter
Essentials of Fundraising
Module II: Annual Giving
Linda Lysakowski, ACFRE
Las Vegas, NV
Click
here for more info
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March 13, 2009
AFP North Dakota Chapter
The Development Plan and Evaluation Tools
Linda Lysakowski, ACFRE
Bismark, ND
Click
here for more info
March
16, 2009
Planned Giving Council of Centeral PA
Financial Advisors & Development Officers
Strategic Collaborations
to Help Us
Serve Donors & Clients
Linda Lysakowski, ACFRE
Bucknell University
Lewisburg, PA
Click
here for more info
March
25, 2009
Pennsylvania Council of
Children, Youth & Family Servies
The Development Plan and Evaluation Tools
Linda Lysakowski, ACFRE
Harrisburg, PA
Click
here for more info
March
29 April 1, 2009
AFP International Conference
Visit CAPITAL VENTURE
at Booth #1037!
New Orleans, LA
Click
here for more info
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CONTACT
U S
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| CAPITAL
VENTURE |
| Advancing
Philanthropy through Consulting and Training for Nonprofits |
| Offices
throughout the United States |
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Administrative
Office: P O Box
731
Reading, PA 19607 |
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Executive
Office: 10245 S.
Maryland Pkwy., Ste. 1188
Las Vegas, NV 89183
866-539-9990 toll free
702-892-0955 voice
702-892-0655 fax
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CAPITAL
VENTURE
Associates are located throughout the United
States.
Call to find the one closest to you.
(866) 539-9990 toll free
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Email: info@cvfundraising.com
Website:www.cvfundraising.com
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