Case for Support + Feasibility Study + Development Plan + Vision Statement + Mission Statement + Planning Study + Development Audit + Fundraising Goals + Evaluation + Campaign Readiness + Outcome Assessment

[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?  
  3. Read more


[Private Vault Tool]


Advisory Council Invitation Sample

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XYZ Organization
Advisory Council

We welcome you to the XYZ Council. This group is a newly created advisory council to the Board and will consist of non-voting members. This status will remove the obligations, which Board members have, in attending monthly meetings and participating on committees.

What do we expect from you?  Read more


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[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


[Tutorial]

Avoiding Special Event Overload

5
Average: 5 (1 vote)
By Linda Lysakowski, ACFRE
CAPITAL VENTURE CEO/President
Originally published on the "NPO Central Resources" website

If you are bombarded with requests from board and volunteers to add yet another special event to your bag of fundraising tricks, take heed! First of all, you are not alone! Many organizations get caught up in "special event fever" when a board member or other well-meaning volunteer hears about a successful event run by some other organization and decides that your organization should run a similar event. The first thing you should do is help the board to understand that each proposed event has to be closely examined to be sure that the benefits outweigh the costs, including lost opportunity costs. Unless you have a staff whose job it is to implement special events, staff who are supposed to be providing programs and services are diverting their energies to events. If you do have development staff, board members and volunteers need to understand that if the development staff is busy with events, it may keep them from visiting major donors, meeting grant deadlines, etc.  Read more


[Private Vault Tool]


Board Meeting Evaluation Worksheet

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Assess 11 key areas of your board meetings.  Read more


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[Private Vault Tool]


Board Member Agreement - Sample 1

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A sample board member agreement to download and customize for your organization.  Read more


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[Private Vault Tool]


Board Member Agreement - Sample 2

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A sample board member agreement to download and customize for your organization.  Read more


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[Private Vault Tool]


Board Resource Committee Duties and Responsibilities Sample

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Purpose:
The purpose of the Board Resource Committee is to provide quality leadership for XYZ in the form of the governing Board of Directors. This will be done through the regular and systematic evaluation of the board's strengths and weaknesses, the identification of potential board members, and the ongoing training and education of board members.  Read more


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