Monday, May 16, 2016

Nonprofit Exec's First 90 days and Onboarding


The executive director’s first 90 days

 Making the most of your first 90 days

 Boards and the Onboarding Process for New Nonprofit Executives

Guide to Successful Nonprofit Executive Onboarding

How to Welcome a New CEO


Gift Policies manuals and ideas

Looking for a Gift Policy manual? Here is some manual material and ideas.

Boston University
Montana State University
From Columbia
Not a manual but some policy ideas
St Augustine

AFP also has a great Hot Topic  on Policies and Procedures which is available as a member benefit (requires signin)

Thursday, April 21, 2016

Grantwriting fees; Bonus and Incentives; and Consultants and Consulting

 Here is some material we’ve seen on Grantwriting  fees and also on Consultants and Consulting.  Also on Bonus and Incentives.

 Grant Writers compensation


From 2006

Some material on the Ethics of Consulting Fees from AFP

Our  Hot Topic on Consultants and Consulting (Hot topics are a AFP member benefit and require membership  login.

Consultants and Consulting

The AFP Resource Center receives many queries about consulting. Some relate to how and why to hire a consultant; others relate to how to become a consultant. In this Hot Topic paper we will address both. Much of the material herein is from AFP’s Information Exchange paper "Thinking About Becoming a Consultant?" by Linda Lysakowski and AFP’s Ready Reference guide "So You Want to Be a Consultant."

Nonprofit Communication Plans

Here is some material we’ve seen on Communication strategies and plans.  I hope you find them useful as a starting point.
Nonprofit Communication Plan template
Developing a communications strategy — Knowhow Nonprofit
Communications toolkit
How new donor communication plans can improve donor retention
Kickstart  Yourself with a Communications Grid
Getting started with Communications Planning

Wednesday, March 23, 2016

Donor Advised Funds

Definition from the AFP Fundraising Dictionary  This link requires AFP membership to access.  Cut and paste of the definition is below.
donor-advised fund,
a fund in which the donor exercises the privilege of making
nonbinding recommendations to the governing body as to which public charity or
charities should receive grant money from this fund. See other
fund phrases at FUND. 

From the IRA


A variety of material via our blogs

Here is some material on Donor Advised Funds from ( A service of the Foundation Center)  

                I want to fulfill a pledge/commitment to a specific charity through my fund. Can I do that?
No. By law, GCF may not issue grant checks to fulfill a pledge or commitment. (See above “What are the restrictions on grantmaking?”) If a donor were permitted to use an advised fund to fulfill a legal obligation or pledge, it would be clear that the donor never truly ceded control of his or her gift to GCF. For this reason, GCF cannot satisfy a donor’s pledge or obligation, even if the commitment is to a qualified public charity. If GCF is made aware that your grant suggestion relates to a pledge or commitment, the Board must deny your request.


Can I fulfill my pledges with a donor-advised fund?
Many times donor advisors include "pledge" language in their recommendations to CFBC for their donor advised funds. In accordance with the Treasury Department regulations, grants awarded from CFBC funds may not be used to fulfill personal pledges or a financial obligation of a donor.
CFBC cannot pay pledges that were pre-existing personal commitments. We suggest that instead of completing a pledge card indicating a legally binding commitment, you communicate with the charity your intent to recommend a grant from your fund at CFBC. This is not a legally binding commitment. We will not honor recommendations that reference a pledge or copies of invoices.
We recommend for both your convenience and the convenience of a charity who will receive funds through a donor advised fund, that you include special instructions such as "capital campaign" or "general support" when you make your recommendation. Space is provided for these instructions on the donor recommendation form

Donor Walls

Donor Recognition/Donor walls

 Organizations that use:

Although we do not recommend specific vendors or consultants you can find a number of vendors in our AFPconsultants directory.

Staff and Employee Campaigns

Here is some material on Staff and Employee Campaigns we have seen.

We have some material referenced on our AFP Resource Center Blogs

Some additional links (these may overlap with what we list on the blogs)