Resource Library

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.

Successful Nonprofits podcast episodes feature a conversation with one nonprofit expert; the series covers on a wide range of topics.

This public document provides fiscal data for the foundation, names of trustees and officers, application information, and a complete grants list.

Tips for how to approach funders for information technology grants, plus lists of major funders.

Helps assess your organization's readiness for a consultant, identify and contract with a consultant that meets your needs, and prepare to initiate the consultant's project.

To be used for mapping out the details of implementing a series of fundraising strategies

Sample of a one year comprehensive fundraising and development plan. Inlcudes setting goals for different types of revenue streams--e.g. foundation grants, annual individual giving, special events, merchandise sales, property rentals, etc.

Organizations or individuals that ask the public for contributions or donations to support a charitable purpose need a charitable solicitation license (“CSL”), unless specifically exempt by law. States have varying laws regulating the solicitation of charitable funds, thus it is important to check the requirements for each state your organization operates in to ensure compliance.