GUIDEBOOKS
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.
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.
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 includes worksheets to guide executive leadership, volunteers, and staff on building or re-invigorating a major gifts program.
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: 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.
6 EVENT MARKETING TIPS TO INCREASE EVENT REGISTRATIONS
So much work goes into planning an unforgettable event. Because of all this effort, it would be a shame if fewer people showed up than you expected. That’s why it’s so crucial to get your event marketing right. This guidebook offers 6 event marketing tips to increase your event registrations.
THE NONPROFIT'S GUIDE TO BUILDING LASTING DONOR RELATIONSHIPS
Donors are the lifeblood of any nonprofit. But how do you strengthen their connection to your cause, so they contribute year-over-year?
This ebook covers a variety of approaches to creating and maintaining solid relationships with donors so they’ll continue to help further your organization’s mission. This guidebook will explore how to determine your donor retention rate, how to ask for feedback from your donors, and how to create membership rewards programs
PLANNED GIVING: HOW TO INSPIRE AND UPLIFT LEGACY DONATIONS
Experts are forecasting over USD $30 trillion in wealth transfers from baby boomers. This means you should be thinking about starting or boosting your Planned Giving Program. Not sure how to approach this sensitive topic? In this eBook you’ll learn: the definition and types of Planned Giving gifts, the key benefits for both donors and nonprofits, and the steps to implement a Planned Giving Program.
MAJOR GIFTS FROM MAJOR DONORS: LEVERAGING FUNDRAISING INTELLIGENCE TO FUEL THE PROSPECT DEVELOPMENT CYCLE
Learn the ins and outs of the prospect development cycle in this collaboration between iWave and Causeview! This innovative eBook will introduce you to moves management and how you can take a brand new prospect and guide them on the path to becoming a lifelong major gift donor. In this book, you’ll also learn: the three keys to more confident fundraising, how to identify major gift prospects and charitable donors, and the best practices to major gift cultivation and solicitation.