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[Tip Sheet]

20 Questions You Should Be Able to Answer About Your Org's Financial Health

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20 Questions That You Should Be Able to Answer At Any Given Time About Your Organization's Financial Health

  1. For each revenue line item, are we meeting our goals? If not, how much are we off, and do we have an explanation for why?


  2. What are acceptable variations and fluctuations in expected revenue?  
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[Tip Sheet]

Annual Fund Tips

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For many organizations, the annual fund is a mystery, for others it is a routine which becomes stale, and for some it is extremely successful and challenging. Here are a few hints to help your organization benefit from a successful annual fund.  Read more



[Tip Sheet]

Assessing Your Organization’s Philanthropic Profile Tips

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Does your organization have a strong philanthropic culture? Take this quick test to find out.  Read more



[Tip Sheet]

Avoiding Development Office Horrors Tips

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Development offices have faced a lot of “horrors,” not just at Halloween. Anything from the CEO leaving in the middle of a capital campaign, to naming a building for a convicted felon, to having their major fundraising event of the year “snowed out.”  Read more



[Tip Sheet]

Budgeting Tips

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  1. Make sure the development office creates its own budget or has significant input into the budget process. Don’t set the development goal by looking at the organization’s income and expenses and expect the development office to make up the deficit, based on that information alone.
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[Tip Sheet]

Building An Effective Board of Directors Tips

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Is your board of directors a diverse group of people with a real passion for the organization's mission, broad civic connections, deep pockets and no fear of giving and asking for donations to your organization? If not, here are some tips on recruiting board members with the three C's, the three T's, and the three W's, by using the 3 G's Method.  Read more



[Tip Sheet]

Building an Effective Website Tips

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Many nonprofits know they need to have a website, but either attempt to develop it without professional guidance, or overlook some key components of a good website. Here are a few hints.  Read more



[Tip Sheet]

Capital Campaigns Tips

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Is your organization contemplating a capital campaign? Here are some tips to keep in mind.  Read more



[Tip Sheet]

Case for Support Tips

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Many organizations do not have a written case for support and often don’t even think about the need for one until they are ready for a capital campaign. Every organization should have a written case for support from which they will develop all their fundraising materials. Here are ten tips to make sure your case is compelling.  Read more



[Private Vault Tip Sheet]


Conducting a Quality Board Meeting Tips

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  1. Agenda must contain significant items.


  2. Agenda and support materials sent in advance.
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