CREATING A CASE STATEMENT: STEP-BY-STEP GUIDEBOOK

This step-by-step guidebook provides an overview of how to create a case statement. A case statement is an in-depth document that explains an organization’s purpose and a rationale for fundraising. This guidebook describes the purpose, development, and essential elements of a case statement. It also includes activities and worksheets to guide executive leadership, board members, key volunteers, and staff on developing the core content within a case statement. These activities and worksheets can be used during staff meetings, trainings, and board retreats.

CREATING A FUNDRAISING PLAN: STEP-BY-STEP GUIDEBOOK

This step-by-step guidebook provides an overview of how to create a fundraising plan. A fundraising plan serves as a roadmap to help an organization achieve its fundraising goals. This guidebook provides an in-depth review of the process to create a fundraising plan, fundraising strategies, details on how to draft a plan and sample templates. The guidebook also includes activities and worksheets to guide staff, board members, and fundraising committee members on how to develop a fundraising plan. These activities and worksheets should be reviewed and utilized to help prepare organizations in the process of developing a fundraising plan.

CREATING AND SUSTAINING A MAJOR GIFTS FUNDRAISING PROGRAM

This step-by-step guidebook provides an overview of how to build and sustain a major gifts fundraising program. Major gifts are a critical path to sustaining the future of a nonprofit because they often constitute a significant portion of an organization’s budget. This guidebook covers how to build a donor pipeline, identify major gift prospects, how to cultivate donors for major gifts, how to “make the ask”, and appropriate stewardship steps to take once a donor has made a major gift. It also includes activities and worksheets to guide executive leadership, board members, key volunteers, and staff on building or re-invigorating a major gifts program. These activities and worksheets can be used during staff meetings, trainings, and board retreats to brainstorm ideas or action steps to bring in more funds for your organization.

BUILDING AN EFFECTIVE BOARD OF DIRECTORS

This guidebook provides in-depth analysis, strategy, and guidance on how to effectively manage a nonprofit board of directors. A board of directors plays a critical role in the overall management of a nonprofit and has a direct impact on the success of the organization.

A high-performing board is a good indication of a healthy nonprofit. Alternatively, a low-performing board often creates inefficiencies within a nonprofit, resulting in wasted time, inability to achieve a mission, and difficult work environments for staff members, board members, and volunteers. This guidebook provides detailed information on how to manage a board and mitigate potential pitfalls that might arise. Also included are interactive activities staff and board members can utilize to create a more effective board. 

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PLANNED GIVING: STEP-BY-STEP GUIDEBOOK

Planned giving, often referred to as gift planning, legacy giving, or deferred gifts, is a charitable gift given to a nonprofit that often requires prior planning (more so than a typical gift made by a donor). A planned gift is given to an organization after a donor has passed or during a donor’s lifetime. Planned giving allows some individuals without significant financial means to make the largest gifts in their lifetime to charities. This guidebook reviews the different types of planned gift options that donors may want to use, including: bequests, charitable gift annuities, gifts of real estate, stocks, life insurance, charitable remainder trusts, and charitable lead trusts. In addition, the guidebook provides an overview of the following: donor segmentation, the typical profile of a planned giving donor, sample bequest language, ways to talk about planned giving with donors, cultivation and stewardship techniques, and strategies to market a planned giving program.

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WEALTH SCREENING: GIFT CAPACITY VS. PRECISE NET WORTH DATA?

Wealth screening is a fantastic tool for investigating both donors and prospects to accelerate your development efforts. While this process should speed up your overall workflow, there are several potential drawbacks: (1) you may not be using the right metric (2) the underlying data is inaccurate (3) often times you are limited to a subset of your overall database. This white paper specifically covers a common debate: which metric is better for wealth screening: gift capacity or precise net worth data? We define precise net worth data, not as a score or a range but the actual figure. For example, John Smith’s net worth is $22.8 million. We will review the definition of each data point and how it can be used in your organization. By the end of the white paper, we hope that you get a better sense of the best metric for your nonprofit and how you can become a more data-driven organization. Guidebook presented by Whitehall