Fund
Development
Driver
of sustainability and life-long donors
| Dynamic
nonprofits are not static organizations.
The ideal nonprofit moves as a fluid
constellation, able to shift its shape and focus
as quickly as the situation demands while remaining
aligned with it own north star – its vision.
Along
with exceptional leadership, what is required
to enable the organization to fulfill its mission
and achieve its vision is sufficient financial
resources. This means that the organization must know how
to raise funds in a sustainable way, and how
to do it really well. We are in the midst of the greatest generational
transfer of wealth in the history of mankind. Competition for the portion of these monies
that will go to charitable causes is fierce.
Fund development efforts must be highly
sophisticated and focused to receive a piece
of this pie.
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Annual
Giving
Major Gifts
Planned Giving
On-line Giving
Foundations • Corporations
Pre-campaign Studies
Capital Campaigns
Solicitation Training
Cultivation • Recognition Stewardship
Data Management
Fund Development Plans that Integrate
PR and Marketing
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Let
CoreStrategies for Nonprofits, Inc. help you |
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Create
and market annual, major gifts and planned giving
programs |
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Train
staff, board members and other volunteers how
to be comfortable and successful when soliciting
gifts, along with what other roles they can play
in donor stewardship |
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Integrate
web-based giving throughout all your fund raising
programs |
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Along
with focusing on individual giving, upgrade the
giving you receive from corporations and foundations |
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Analyze
how you manage your fund development data and
what improvements may be needed |
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Undertake
pre-campaign or feasibility planning studies to
determine potential capital campaign success |
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Manage
and direct capital and major gifts campaigns |
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Create
comprehensive fund raising plans that integrate
strategic public relations and marketing activities
to build awareness and press for action on the
part of prospects and donors |
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Create
strategic cultivation, recognition and stewardship
plans that focus on assuring the long-term loyalty
of your donors |
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Upgrade
your entire website and all marketing materials
to reflect and support your fund raising initiatives |
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Governance
and Planning
Drivers
of the vision
| In
this fast-track, solutions-driven society, you
want swiftly realized, tangible results. These
come through having a clear and motivating vision,
strong values and the right people around the
board table – people with the capacity
to think strategically, to set direction, determine
acceptable risk and ensure success.
The
right people are there. They just need to be
identified, cultivated, trained and imbued with
passion for your mission. This is a process
and each step must be intentional. Board members
need to know what is expected of them, understand
their role in the organization and the community
and feel accountable. They need to see that
they are making a difference.
Being
able to envision the desired future and embracing
it are the first steps toward making a difference.
By relying on vision – along with organizational
values and mission – to inform every decision,
focus attention and efforts, and allocate resources,
the board will move your organization that much
closer to the realization of its dream.
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Retreats
• Audits
Recruitment • Orientation Expectations
• Training
Legal Responsibilities
Strategic Thinking
Role of the Board Chair
Board/Staff Partnership
Dashboards
Accountability
Board Evaluation
Retention - Term Limits
Meeting Structure • Committees
Mission • Vision • Values
Planning - Goal Setting - Change
Restructuring Bylaws
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| Let
CoreStrategies for Nonprofits, Inc. help you |
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Identify, cultivate, train and retain effective
board members for YOUR organization |
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Create
a culture of critical and strategic thinkers |
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Understand
and embrace the roles and responsibilities of
board members in today’s nonprofit world |
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Access
the implications of your decisions in light of
your legal responsibilities for Duty of Care,
Duty of Loyalty and Duty of Obedience |
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Eliminate
the minutia and focus on strategic issues, making
your meetings substantive, engaging and productive |
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Consider
risk in relationship to opportunity |
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Define
key indicators of organizational health, translating
them into dashboard criteria that allow for effective
monitoring |
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Structure
your committees to further the critical work of
the board and cultivate future board members |
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Evaluate
board members and the job they are doing as a
whole |
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Maximize
your board members’ time |
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Build
an effective working partnership between your
board and CEO |
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Become
effective advocates for your organization’s
issues |
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Engage
stakeholders |
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Build
fiscal strength |
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Make your expectations clear |
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Achieve
previously defined outcomes |
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Update
your bylaws |
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Envision
a powerful future for your community |
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Hone
your mission in a way that connects with your
stakeholders and the community |
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Create
organizational values that guide every decision
you make |
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Set
meaningful goals throughout the organization |
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Identify
your criteria for success |
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Evaluate
the ramifications of every decision |
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Create
a plan |
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Embrace change – not for the sake of change,
but to enable you to seize the “right”
opportunities |
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Produce
swiftly realized, tangible results |
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Evaluate
your success and build on it, moving from strength
to strength |
Public
Relations and Community Affairs
Drivers
of “the art of the dialog”
| At
its essence, public relations is “the
art of the dialog.” It is a conversation
that takes place between you – on behalf
of the organization – and the diverse
stakeholders required to help you both maintain
current support and spearhead future initiatives.
This conversation may take on many forms, from
straight-forward messaging to more subtle and
nuanced interactions. It is the underlying means
by which your organization promotes its core
values, interacts with the community, involves
prominent local and national leaders and effectively
bolsters fund raising campaigns.
The
dialog cannot be left to chance or cobbled together
on an ad hoc basis. Rather, it must emerge from
a carefully thought-out plan designed to position
the organization and its leadership as, among
other things, well-respected passionate authorities
on subjects and themes identified with your
mission.
There
are many moving parts to a cohesive, holistic
public relations strategy. But, as suggested
above, first and foremost is the establishment
of ongoing relationships that help you gauge
the perceptions of your nonprofit in the community.
The information you garner through these relationships
provides a reality check of your “brand
identity” and helps you determine the
subtle modifications and adjustments you must
continually make in order to refresh the brand.
A
well-orchestrated public relations effort edifies
and enhances the long-range organizational planning
and fund development components of a masterfully
run nonprofit organization. It does this by
synchronizing messages across all communication
outlets, choreographing the execution of tactics
that directly support the current and future
objectives of the organization, and putting
forward the core values and vibrant colors of
your passion for mission.
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Media
Relations
Community Affairs
Public Policy
Government Relations
Campaign Communications
Publicity Plans
Marketing Strategies
Brand Development
Conference Planning
Event Planning
New Web Technologies
Social Media
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Let
CoreStrategies for Nonprofits, Inc. help you |
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Execute a public relations audit that reviews
your former strategies, initiatives, budgets and
goals for the purpose of building a comprehensive
future-oriented plan with a realistic budget |
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Plan
a publicity strategy that leverages your resources
and garners broad-based media attention on an
on-going basis |
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Create
effective messaging that attracts the “right
kind” of media attention |
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Target
select constituent groups and the media that will
best reach them with unique publicity programs
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Identify editors, writers and press outlets that
support your goals and develop a long term strategy
for cultivating and maintaining a relationship
with these individuals and news agencies |
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Get
“media savvy” for your capital campaign
communications |
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Learn
how to prepare your CEO, board leadership and
senior management for publicity interviews and
to become an “expert” source for news
outlets |
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Learn
what needs to be in place before a crisis occurs
and determine how you and your staff will handle
such a crisis when it does occur |
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Learn how to leverage your relationship with government
agencies in order to get your message across |
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Develop a comprehensive plan to introduce local,
state and national elected officials and their
legislative staff to your mission and use their
resources in order to garner additional exposure |
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Understand
how legislative “committees” move
items that can dramatically affect your success
or failure |
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Develop
an on-going dialog with affiliated industry organizations
and associations that support your mission |
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Plan
legislative visits for the dual purpose of further
educating your CEO, board leadership and major
donors on the legislative process and for lobbying |
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Learn how to work with national and state-wide
press pools |
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Create
a publicity and community relations program that
develops strong brand recognition |
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Analyze your current marketing program to be sure
that publicity plans are coordinated in conjunction
with advertising schedules |
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Create
a staffing plan and work schedule that differentiates
the areas of public relations within the marketing
department |
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Evaluate
your social media strategy in context with new
and impending technologies |
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Identify
conferences and meetings at which your CEO can
attend as a speaker or your leadership can go
to for further education as well as the opportunity
to meet other industry leaders |
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Host
a conference or special event that will attract
media, new constituent groups and other industry
leaders and influencers |
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