These featured resources are meant to help provide access to useful educational interactive tools, webinars, worksheets and articles. A brief description and direct link to each resource can be found below. Additionally, for your convenience a google drive folder with downloaded materials has been provided for by and for each competency area.
Access Google Drive Folder: Fundraising & Finance Resources
Fundraising Webinars, Washington Nonprofit Institute- series of webinars
It is important for everyone in your organization to understand the basic fundamentals of fundraising and how it works with other areas of your organization.
- Fundraising Fundamentals
- Five Things Everyone Should Know about Fundraising
- Current State of Donor Retention
Measuring Fundraising Effectiveness, Board Source– PDF Toolkit and Excel Template
Organizations with the most strategic fundraising strategies work to build a robust program that balances the risks and rewards of different fundraising tactics, and work to build a cohesive strategy that matures and grows over time. Three primary measures:
- Total Fundraising Net
- Dependency Quotient
- Cost of Fundraising
Donor Cultivation, Engagement and Relationship Building E-Book & Worksheet, Bloomerang- PDF Toolkit and article
Bloomerang explores the bigger picture of a donor’s journey- before, during and after making a gift. The e-book (18 pages) highlights:
- How to build a donor love and loyalty plan
- Set up activity guidelines
- Develop a tracking system
- Best practices
Donor Centric Fundraising Strategy, Bloomerang –Article
Unlocking Financial Literacy for Nonprofits, Washington Nonprofit Institute- PDF Toolkit
Comprehensive Toolkit (36 pages) with board member worksheets, templates and accompanying videos (slight modification needed for NYS). Topics include:
- Balance Sheet Pulse (know, practice, ask, act)
- Income Statement Pulse (know, practice, ask, act)
- IRS Form 990
Resources for Nonprofit Financial Management, Wallace Foundation Knowledge Center- Library of resources and excel templates.
Comprehensive library of resources to help your organization become “fiscally fit.” Worksheets, templates and downloadable resources for budgeting, cost calculations, cash projections, accounting 101, internal controls, risk management and more. Strong financial management involves four key elements:
Nonprofit Budgeting, Nonprofit Finance Fund- Library of resources and articles
Comprehensive library of resources to help guide nonprofit leaders through the ins and the outs of budgeting. Blog series and other fundamental resource:
- Making Your Budget the Backbone of Your Nonprofit
- Nonprofit Budgeting Basics
- Budgeting Best Practices
- Budgeting for Restrictions
- Below-the-Line Budgeting
- The Art of Forecasting Contributed Revenue
- The Art of Reforecasting
- Communicating Your Finances
Related Articles & Resources:
The digital revolution fundamentally changed business as usual; the way people access information, and communicate, moved from outbound to inbound. Now it you’re not connected, you’re disconnected. Marketing and fundraising, working together, can help each other focus on what really matters.
Great fundraising starts with happy donors; help connecting with donors and building lasting relationships.