This session offers an opportunity for conference participants to hear insights from business leaders about trends and issues in supporting North Carolina’s nonprofit sector. Topics may include: opportunities and issues in supporting nonprofits during the pandemic; equity and inclusion; business and nonprofit opportunities and partnerships; sponsorship changes in these virtual times; the future of business support for nonprofits.
This program is designed to strengthen the financial resilience of nonprofit organizations in North Carolina. Intended for both funders and nonprofit leaders, the program will begin with an introduction to the concept of “full cost” funding and budgeting as strategies to support nonprofit financial health. Full cost goes beyond programmatic budgeting to include things like having working capital to pay bills on time and having reserves to manage risks or opportunities.
Planned giving programs can be a sustainable long-term component of your nonprofit's fundraising strategy. But with a confusing array of jargon – charitable gift annuities (CGAs), charitable remainder annuity trusts (CRATs), actuarial determination, and so on – knowing where to start is daunting. Below are resources explaining the types of planned giving programs, how to market planned giving, and sample appeal letters to get your organization on the path to fundraising for the long-term.
Start a Planned Giving Program
The Nonprofit Finance Fund (NFF) is a national nonprofit with offices across the US which offers educational materials on nonprofit financial management. Their Fundamentals for Nonprofits offers a wealth of templates, workbooks, and self-assessment tools.
Kathy Ridge, Founder and CEO, LevRidge Resources, LLC
We now know a single vaccine will not instantly obliterate the COVID virus. Instead, we must depend on personal behaviors, along with contact tracing and vaccines, to decrease infection rates. As organizations face an unknown future, how do we plan, prepare, and organize for the ‘lost horizon’ that is 2021 and the post-virus world?
You don’t need a new strategic plan – you need a short-term business plan based on what you do know to get through the next 18 months and develop more resiliency.
The CHS Alliance's 2015 HR Audit Handbook is "designed to assess the effectiveness of an organization’s human resources and people management policies and practices. Going through a HR audit enables the organization to identify areas for improvement and priority actions.
Bellwether Education Partners' COVID-19 Strategic Planning Toolkit for Education & Nonprofit Leaders is an easy-to-use resource that aids leaders in making rapid decisions and actionable plans during the global COVID pandemic.
This Nonprofit Learning Lab resource entitled, Creating & Sustaining a Major Gifts Fundraising Campaign, details how to build a donor pipeline and identify major gift prospects; how to cultivate donors for major gifts and “make the ask"; and offers appropriate stewardship steps to take once a donor has made a major gift.
This Nonprofit Learning Lab* resource entitled, Creating a Fundraising Plan: Step-by-Step Guidebook, offers an in depth review of the process to create a fundraising plan, fundraising strategies, details on how to draft a plan and sample templates. This guidebook also includes activities and worksheets to help staff, board members, and fundraising committee members with developing their fundraising plan.
COVID-19 is not going away quickly. Some form of social distancing will likely be with us through at least year-end. How can your organization adapt to this new reality and not only survive but thrive in 2020, emerging stronger with more capacity to act on your mission and raise the revenue you need? This training is especially appropriate for executive teams.
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