fundraising

You’ve grown your legacy program, you have an impressive pipeline of donors interested and considering leaving a legacy gift to your wonderful organization and now comes the big moment: THE ASK! 

There is a big misconception that soliciting for a legacy gift is the same as asking for a major gift. Nothing could be further from the truth. While there are some similarities, the approach, lead up, and what happens next is quite different.

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.

Alyson Stoffer, Director of Development, TLC and President, AFP Triangle

Eight months ago, I became a new director of development. The timing was great. I had a month and a half under my belt at the beginning of a pandemic where the next days and months were certain and manageable. Just in time to start putting together my first budget, inclusive of what to do about our organization’s largest source of philanthropic dollars: in-person events. Everything was fine.

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, including:

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While acknowledging the constraints nonprofits experience when attempting to collect and communicate data about their programs and services, Expanding Audience and Impact: Nonprofits Communicating Data to External Audiences encourages nonprofits to share data (in a variety of formats such as narrative, chart, graphics) with audiences outside of their organization.

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. 

This Nonprofit Learning Lab resource entitled, Creating a Case Statement: Step-by-Step Guidebook, describes the purpose, development and essential elements of a case statement. This guidebook includes activities and worksheets to help executive leadership, board members, key volunteers and staff with developing their case statement's core content. 

While nonprofits know their fundraising will be impacted by COVID-19, many are not sure how to respond. The pandemic comes during a time when many nonprofits had ramped up their fundraising efforts to cash in on the record levels of charitable giving. Worst still, is if their fundraising was based on events that are now off limits due to social distancing.

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. As North Carolina reopens in phases, nonprofits are taking a similar phased approach to their fundraising activities. 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.

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