Resource Library

(October 15, 2020 webinar) Has your organization emerged from the aftermath of the COVID-19 crisis with its funding sources intact? Have you received feedback that your results are unclear or not meaningful? Presenter Andy Coe with Convergent Nonprofit Solutions will provide steps to move towards sustainable, ROI-driven investment.

Collection of resource for choosing type of planned giving programs you might start, how to market planned giving, and sample appeal letters.

A series of contemporary nonprofit financial management tools, with videos and downloadable templates.

(September 17, 2020 webinar) This webinar is designed for the nonprofit leader who is committed to the needs of their community and is searching for ways to take their organization to the next level. Using tried and true strategies, you will learn alternative ways to generate revenue for your organization without writing grants. These strategies will help create clarity and long-term sustainability so your organization can easily fulfill its mission. In this process, you will learn the nonprofit entrepreneurial mindset (NEM).

(August 18, 2020 webinar) In this webinar, Alex Counts will share some of his most popular and practical, though often counter-intuitive, lessons about how to start, manage, and lead a successful nonprofit organization – though many of those techniques can be applied to any professional context.

This guidebook provides a step-by-step overview of how to build and sustain a major gifts fundraising program.

This guidebook provides an step-by-step overview of how to create a fundraising plan.

This guidebook provides an step-by-step overview of how to create a case statement.

(August 6, 2020 webinar) This highly relevant and timely session on Virtual Fundraising will cover new ground and provide specific strategies to leverage this era of social isolation for those nonprofits who want to be proactive. You will learn why a “Culture of Philanthropy” drives successful fundraising in a digital era… but this culture cannot be mandated. Great fundraising nonprofits are not born, they’re built and this session will teach you how!

(June 17, 2020 webinar) The pandemic has reshaped your fundraising strategy, whether you have been actively fundraising during the past few months or you need to start getting back up to speed. Join Mary Moss, Kim Glenn, and Jeanne Murray from moss+ross llc for an interactive discussion with tips and examples that will help you reboot your fundraising in phases.

(May 28, 2020 webinar) 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.

(May 18, 2020 webinar) In this webinar, you’ll explore the critical elements of our organizations and how you can actively pivot ‘what we do and how we do it’ to be aligned with these uncharted needs and time – and keep doing so with the agility and flexibility required. You’ll also look at how to align your fundraising appeal, with accompanying tools and templates to get us started.

Donating an IRA or other retirement assets to charity can be a tax-smart estate planning strategy.

Creating an Effective Fundraising Plan offers guidance through crafting and understanding a fundraising plan for your organization.

(October 30, 2019 webinar) Dianne Chipps Bailey presents key findings of the U.S. Trust® Study of High Net Worth Philanthropy, including the diverse expressions of generosity by affluent donors. The findings offer practical insights into distinct donor groups including Millennials, women, LGBTQ and donors of color, and help define what motivates high net worth donors to give and stop giving, which organizations affluent donors currently support, and how nonprofits can attract and retain high impact donors to advance their missions.