GUIDEBOOKS

Case Statement Guidebook Cover
Sample page from case statement guidebook

CREATING A CASE STATEMENT: STEP-BY-STEP GUIDEBOOK

This step-by-step guidebook provides an overview of creating a case statement, an in-depth document that explains an organization’s purpose and its rationale for fundraising. Also included are activities and worksheets to guide executive leadership, board members, and staff on developing the core content within a case statement. These resources can be used during staff meetings, training, and retreats.

Fundraising Plan Guidebook Cover
Sample page from fundraising plan guidebook

CREATING A FUNDRAISING PLAN: STEP-BY-STEP GUIDEBOOK

This guidebook provides an overview for creating a fundraising plan, a roadmap to help an organization achieve its fundraising goals. The guidebook includes fundraising strategies, details on drafting a plan, and sample templates,  activities, and worksheets to guide staff, board members, and fundraising committee members on developing a fundraising plan. These resources should be reviewed and utilized to prepare organizations for developing a fundraising plan.

Major Gifts Guidebook Cover
Sample page from major gifts guidebook

CREATING AND SUSTAINING A MAJOR GIFTS FUNDRAISING PROGRAM

This guidebook provides an overview of how to build and sustain a major gifts fundraising program, which is critical to sustaining the future of a nonprofit because they often constitute a significant portion of an organization’s budget. This guidebook covers identifying major gift prospects, cultivating donors for major gifts, how to “make the ask” stewardship steps to take once a donor has made a major gift,  activities, and worksheets to guide executive leadership, volunteers, and staff on building or re-invigorating a major gifts program. In addition, these resources can be used during staff meetings, training, and board retreats to brainstorm action steps to bring in funds for your organization.

Board of Directors Guidebook Cover
Sample page from board of directors guidebook

BUILDING AN EFFECTIVE BOARD OF DIRECTORS

This guidebook provides analysis, strategy, and guidance on effectively managing a nonprofit board of directors. A high-performing board is a good indication of a healthy nonprofit. Alternatively, a low-performing board often creates inefficiencies within a nonprofit and a difficult work environment for staff members, board members, and volunteers. This guidebook provides information on managing a board and mitigating potential pitfalls and includes interactive activities staff and board members can utilize to create a more effective board.

Planned Giving Guidebook Cover
Sample page from planned giving guidebook

PLANNED GIVING: STEP-BY-STEP GUIDEBOOK

Planned giving is a charitable gift given to a nonprofit that often requires prior planning and allows individuals to make significant financial gifts to nonprofit organizations. 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 donor segmentation, sample bequest language, ways to talk about planned giving with donors, and strategies to market a planned giving program.

Wealth Screening Guidebook Cover
Sample page of wealth screening guidebook

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

Wealth screening is a tool for investigating both donors and prospects to accelerate your development efforts. However, there are several potential drawbacks: (1) you may not be using the right metric, (2) the underlying data is inaccurate (3) you may be limited to a subset of your overall database. This resource 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 as the actual figure. We review the definition of each data point and how it can be used in your organization. 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 Data

page 1.jpg
page 31.jpg

OPTIMIZE YOUR DONOR PIPELINE

Managing a healthy donor pipeline can be a challenging task even for any nonprofit regardless of their tools and technologies. While it’s easy to tell when one area of the donor pipeline isn’t working, creating the right movement within the donor continuum requires intentional focus on all of the details to move donors toward greater levels of commitment. Pursuant’s GivingDNA™ Platform can help. Your role as a nonprofit professional is critical. If you think about your donor pipeline holistically, you can create strong strategies based on solid judgment. Even as you complete the day-to-day activities required to move donors through the pipeline, it’s important to step back, evaluate your strategy, and look for ways to intentionally improve your efforts so that you and your team will be more successful in achieving your fundraising goals.