COVID-19 and Trusts, Foundations, Endowments, and Program Related Investments

March 19, 2020 | We were not fully prepared for this; not one of us had a COVID-19 toolkit in our desks. On the investment front though, some are better prepared than others. Financial professionals are expected to be able to manage investment volatility. Schooled (and ideally, experienced) in dealing with rapidly-changing markets, it is …

Getting Past the Chicken-and-Egg Cycle of Nonprofit Strategic Planning Skepticism

There is a lot of room for improvement in the usual nonprofit strategic planning process; so much so that current approaches can create fiduciary and organizational risk. Root causes are not hard to find. To start, many organizations see these plans as a box to check, something to pull together every few years, toss on …

Be a Great Steward of Financial Sustainability

First Published as "Make Your Nonprofit Financially Sustainable" in NonProfitPRO on December 6, 2018. You know that delivering on your organization’s mission over time requires financial resources. The alternative is not pretty—no money, no mission, as it is said. As a board member, one of the most important components of your governance role is to …

Achieving Fundraising Success, Part III- Concluding Your Campaign

This three-part article series provides advice to help your nonprofit achieve fundraising gold by equipping your board and leadership teams, safeguarding compliance, and mining giving data. In Part 3, our experts, Lisa Cohen, CEO of Capital Motion, Gail Snow Moraski, Principal of Results Communication and Research, and Brock Klinger, Account Executive at Harbor Compliance, provide best practices for …

Achieving Fundraising Gold, Part II- Building Momentum

This three-part article series provides advice to help your nonprofit achieve fundraising gold by equipping your board and leadership teams, safeguarding compliance, and mining giving data. In Part 2, our experts, Lisa Cohen, CEO of Capital Motion, Gail Snow Moraski, Principal of Results Communication and Research, and Brock Klinger, Account Executive at Harbor Compliance, answer questions about building …

Achieving Fundraising Gold, Part I- Laying the Groundwork for a Successful Campaign

This three-part article series provides advice to help your nonprofit achieve fundraising gold by equipping your board and leadership teams, safeguarding compliance, and mining giving data. The series will cover best practices during three key fundraising phases: laying the groundwork for a successful campaign, building momentum as the campaign progresses, and concluding in a way …

The 360 Degree Donor Engagement Model

The generally accepted model for organizing and staffing nonprofit fundraising and development teams goes something like this, assuming there is the luxury of staff, of course. Each task or type of campaign is identified. There might be one or more people assigned to each discrete task or initiative, or there might be one (very busy) …

Finding Common Ground Between Nonprofit Board and Leadership

There is no question that one of the biggest challenges in nonprofit board and leadership work is… people. Because people are also who make up nonprofit board and leadership teams—and who makes the work so good, too. It helps to have some good and effective ways to untangle things. Often there is a level of …

Maintain & Improve, or Fix it When it Breaks?

If you have a project on your desk, you have choices. You can manage it with a sense of urgency, you can vaguely hope it will resolve itself without your involvement, you can engage in a cycle of long-term analysis of options and alternatives, or you can wait deliberately and address it as deferred maintenance …