GUIDEBOOKS

CREATING A CASE STATEMENT: STEP-BY-STEP GUIDEBOOK

Case Statement Guidebook Cover
Sample page from case statement 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.

CREATING A FUNDRAISING PLAN: STEP-BY-STEP GUIDEBOOK

Fundraising Plan Guidebook Cover
Sample page from fundraising plan 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.

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. This guidebook covers identifying major gift prospects, cultivating donors for major gifts, and how to “make the ask” stewardship steps to take once a donor has made a major gift. The guidebook also explains activities, and worksheets to guide executive leadership, volunteers, and staff on building or re-invigorating a major gifts program.

Major Gifts Guidebook Cover
Sample page from major gifts guidebook

BUILDING AN EFFECTIVE BOARD OF DIRECTORS

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

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: 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, and charitable lead trusts. In addition, the guidebook provides an overview of donor segmentation, sample request language, ways to talk about planned giving with donors, and strategies to market a planned giving program.

Planned Giving Guidebook Cover
Sample page from planned giving guidebook

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

Wealth Screening Guidebook Cover
Sample page of wealth screening guidebook

Wealth screening is a tool for investigating both donors and prospects to accelerate your development efforts. However, there are several potential drawbacks such as: not using the right metric, underlying data being inaccurate, and being 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. This guidebook defines precise net worth data, not as a score or a range but as the actual figure. The guidebook also reviews the definition of each data point and how it can be used in your organization. Guidebook presented by Whitehall Data

Giving Outlook 2021 book mockup.png

2021 PURSUANT GIVING OUTLOOK

2020 was a record-breaking year for fundraising. Many leaders are asking: are we equipped to meet the challenges and opportunities facing the nonprofit landscape? While there's no crystal ball for fundraising, the Giving Outlook is our annual guide to the forces currently shaping generosity. Inside, experts with decades of expertise weigh in on how your nonprofit can respond. ​The Guidebook outlines current conditions to keep in mind, action steps to achieve maximum growth, and industry-specific trends and benchmarks.

keela_cover.png

A COMPREHENSIVE GUIDE TO NONPROFIT SALARIES

Determining an appropriate salary can be challenging, you need good people, but how much should you be offering for the role? The best place to start is by looking at market rates to see what others in the same market are paying. This guide is complete with market rates, job description templates, and growth tools for Canadian and American Nonprofits.

4 STEPS TO MITIGATING THE RISK OF PAYMENT FRAUD 

Screen Shot 2022-03-23 at 12.49.42 PM.png

Not surprisingly, mitigating the risk of payment fraud and data breaches is a major undertaking – and an increasingly big headache – for the accounting team responsible for a business’ financial well-being. A single fraudulent incident can consume weeks of an accounting team’s time as they determine the financial impact, attempt to recover the funds, plug security gaps, and work to repair reputational damage. With internal and external threats on the rise, accounting teams have no time to lose in developing a holistic approach to mitigating the risks of payment fraud, safeguarding sensitive banking information, and ensuring the integrity of the accounting system. This white paper provides a four-step plan to help accounting teams accomplish that.

THE VALUE OF KEEPING HUMANS IN THE LOOP IN AN AUTOMATED ENVIRONMENT

Screen Shot 2022-04-20 at 2.08.36 PM.png

From self-service supplier onboarding and touch-free invoice processing to digital payments and bots that respond to supplier inquiries, emerging technologies promise to replace workers with machines. AP leaders must find automated solutions that redefine the role that humans play, otherwise they risk deploying a fractional solution that takes the organization two steps forward and one step back. That’s why more AP leaders are embracing automated systems that combine advanced technology with white-glove service. By putting people at the center of automation, organizations can achieve faster payback, stronger supplier relationships, reduced risk of fraud, and better business continuity. This white paper shows you how.