JLC2 Janet Levine Consulting
Building Fundraising Capacity

March 2013
In This Issue
4 Key Tips That Every Project Needs for Success
Art of the Ask
Turn Your Board into A Fundraising Powerhouse
 
Build Your Fundraising Capacity!

Working closely with staff and boards, Janet Levine Consulting will help you increase fundraising capacity and build sustainability. Our philosophy is one of collaboration, where together we develop and implement comprehensive programs that fit the needs and resources of your organization. Call or email today for your FREE 30-minute consultation

 

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Book Cover - Get Ready Get Set
A comprehensive and easy-to-follow guide to writing winning proposals that will teach you to:
--Assess your organizational readiness for grant funding
--Develop programs that are fundable
--Turn those programs in successful grant proposals
--Find appropriate funders

Greetings!

  

Proofreading. I need to go boldly where, clearly, I have not (successfully) gone before. It's one of the very many issues of being a one-person office.  Things don't get done as perfectly as I'd like. Documents go out with typos, no matter how many times-frontward and backward-I read them. I see what I think I wrote.

  So, for example, in a recent flyer about my upcoming trainings, I left out one letter and those who clicked through to find out about my April 3 workshop on Fundraising That Keeps on Giving at the Volunteer Center South Bay didn't go anywhere. The correct link is  http://volcenter.org/training. 

  Or the one I sent out to alert people of a terrific workshop offered by some colleagues who will be talking about new funding sources beyond charitable giving for nonprofits where I said the address was on Venture Blvd instead of the correct Ventura Blvd.

  And these are only the tip of the iceberg.

  I shudder to think about the typos that have appeared in my proposals, reports, presentations, not to mention six years of newsletters and blogs.

  There is, of course, a solution. There usually is. My sister says that the solution is always money-and she is not entirely wrong.

When I realized that I was too often messing up my invoices, I hired a wonderful bookkeeper. And while more staff is often the best of all possible worlds, it does cost-both salary and training time. Sometimes, there just isn't the money-or the will-to bring more staff on board. What is a one-person office to do?

   Clearly you can lower your expectations, but I've found that is not terribly satisfying. Better, for me at least, is to focus my energies to being more effective. While that may mean pulling in, it isn't to do less work, just to do the work I do better. And that often means focusing on my strengths.

   It also means looking at what will bring the best results for your efforts. Too many development directors, for example, are expected to write grants, run events, do direct marketing for annual campaign and-in their copious spare time-cultivate potential major donors.

   The reality, of course, is that just isn't going to happen. Where that development officer spends his or her time should be predicated on the organizational needs and resources. That, of course, isn't likely to happen either as the development director gets pushed or pulled into all nature of things that have nothing to do with raising money. Or do-but not necessarily the things that make sense.

   Nonprofessionals often believe that the best ways to raise funds are either via grants or by throwing yet another event. And both have value. But for sustainable support, nothing beats developing relationships with interested individuals. If the Board thinks that writing those grants or having those events are so important, they really should consider putting their money where their collective mouths are-and providing the financial support for the development director to get the human resources he or she needs. The return of that investment will prove it to be worthwhile.

  Tempting as it is, however, to put the blame on others, too often (to paraphrase Pogo), when we meet the enemy we find it is us.

   Learning how to manage your time (and your staff and volunteers, should you be lucky enough to have these) is critical.   Knowing what your goals are-what you intend to achieve is that most important first step. Once you know where you want to go it is much easier to map out a route to get you there. As Yogi Berra, another of my mentors, said, "I If you don't know where you are going, you might wind up someplace else."

 

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Toni Rolmay is one of the people I rely on when I need to figure out how to get something done.  This month, she offers 4 Key Tips That Every Project Needs for Success.  What I find with Toni's advice is that it works for both nonprofits as well as for-profits, and whether you are scaling her advice down to your one-person office or scaling up to your staff of many.

Another of my "go-to" people, especially about anything fundraising related, is Doris Feinberg, President of The Prospero Group.  Who better, I thought, to write wisely about "The Art of the Ask"?   

And to have enough asks, of course, you need to have a Board that is a Fundraising Powerhouse.  Learn how to turn your Board into one! 

 

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Need help in increasing your fundraising capacity or getting your Board to participate?  Help is here.  Email me or call 310-990-9151.

The 4 Key Tips 

That Every Project Needs for Success 

 

Toni Roldan, the Founder of Rolmay Solutions, is a productivity and business-skills specialist. She provides consulting in the area of performance and on-demand business support services. Learn how Toni can increase your productivity at http://www.rolmay.com or http://www.everydayassist.com.Connect with Toni at  toni@rolmay.com 

 

You've just been assigned to lead a project for your organization that is critical to Key to Success your future operations. Depending on your experience and background this can be an overwhelming endeavor or an exciting one. Whether you have led numerous projects or have led none, following these simple tips will provide you a solid foundation to get your project successfully off the ground and to keep it running as smoothly as possible.

 

Tip #1- Have a project charter

The project charter outlines everything the project should do. It ensures everyone is on the same page, i.e., your organization's executives, middle managers, and those implementing the daily tasks of the project.

 

It should at the very least contain 5 core items:

  1. Business Objectives: simply, why does this project exist? What is it trying to solve or do? Are you rolling out a new system or a new process? Are you preparing for a re-organization or functional shift?
  2. Scope of work: what will this project include? And, what will it exclude? It is critical that there is a clear understanding of scope. Without this clarity up front you risk the possibility of rework, scope creep, and misperceptions of the end result.
  3. Dependencies and Risks: you may not be able to identify all of these upfront, but look to uncover as many of these as possible. For instance, if you are rolling out a new system you are likely dependent on testing and quality assurance to complete before you can start creating any of the end-user training materials.
  4. Work effort: this may look slightly different if you are outsourcing the work or completing it internally. If outsourced, you will want to have estimate of hours to complete as well as cost. If internal, you will want to have hours of effort to complete. You could also be outsourcing some components, but keeping others internally. In this case, you may have a blended work effort view.
  5. Timeline: everyone will want to know when you expect this project to complete. This will be your first estimate based on what you know today. Provide an estimate of completion and be sure to call out some of the dependencies mentioned earlier.  (READ MORE
 
The Art of The "Ask"   
President of the Prospero Group, fundraising counsel located in Rhode Island, Doris Feinberg is recognized for her expertise in capital campaign planning and strategy, donor cultivation and recruitment, face-to-face solicitation training, major gift fundraising and stewardship, as well as board training and development.

Effective Solicitation 
 
 
As fundraisers (or better yet, onor relationship builders), we know  that our most successful solicitations are those in which we sit down face-to-face with a prospective donor and ask for his or her support. Yet, before we reach the solicitation table, much preparation and strategy are needed.

Understand the Prospect's Connection to Your Organization. What is the reason for the prospect's interest in your organization? Gratitude, appreciation for the mission, family history, and/or a tradition of giving, are some possible links. 
 
Understand How to Set the Stage for the Ask. Do not ask for a gift when calling to set up the face-to-face meeting. Just limit the phone call to securing the appointment. Give limited and affirming options:?"I would love the chance to tell you about this project as I think you would be very interested. How about lunch either next Tuesday or Thursday?"

Understand How to Engage the Prospect in the Solicitation Meeting. Thank the prospect for past support (if appropriate). Find a common bond by building personal rapport. Listen to the prospect's story.?"What about xxx organization is particularly meaningful to you and your family?"  READ MORE
Turn Your Board Into A
Fundraising Powerhouse
   

 

Sometimes, I think it must be me. I walk into a Board meeting and see members who lively, engaged, involved. Then I am introduced as someone who is going to talk to them about fundraising. And suddenly, I am looking at a bunch of zombies.

   Instead of looking toward the front of the room and being engaged, they all look down at the table, with somber looks on their faces and their arms crossed protectively across their chests.     Instead of speaking up, they kept quiet. Rather than engaged, they were disengaged.

  And this pretty typical of how most boards react to the idea of fundraising.

  How do you turn that around?

  The first thing is to forget about that most prevalent of all nonprofit myths...you know, the one that says, "Boards Fundraise."

  They don't.  Here and there you may find a Board member who goes out and raises funds.  But, typically, they are sitting, arms crossed, not wanting to do this horrible thing called fundraising. 

  So maybe it is not me, but the terminology.

  When I started working in the nonprofit sector, there were great pains to talk about the getting of charitable dollars as "development." I liked that. Synonyms for development include: Growth, increase, advance, education.

  "Fundraising" on the other hand connotes that instant when you are asking someone for money. And for many people, that instant is a very uncomfortable one.

  Instead of setting expectations that your board will fundraise (and being frustrated because they won't), start with asking them to partner with you in the development process.

  Just as fundraising implies a moment in time-a snapshot, if you will; development is more like a movie in which a story unfolds. And as in a movie, not every member of the cast will be in every single scene.

  What is this development process in which you are going to ask them to join you in?

 



 

As I developed this chart, what struck me was how very much like serious dating this is:

 

  • First, you identify likely partners-that person who you believe has similar interests to yours. And while you are identifying them, you are also finding out as much as you can about them.
  • Then you ask them out on a date, or invite them to something, or have a friend invite them and you so you can meet and begin to get to know each other. Remember-cultivation in romance AND for fundraising purposes-is always a two-way street. Or, as my mother always used to tell me, "Make sure you shut up once in a while and let the other person speak!" (Read More)

 

 

  • Are your fundraising results down? Key to Success
  •  Board members bored?  
  •  Or are thinking about a campaign? 

Whatever your capacity building needs, Janet Levine Consulting can help.

  

 Send me an email or give me a call at 310-990-9151 to schedule a free 30-minute consultation. 


I look forward to meeting with you.

Sincerely, JHL3

 Janet

Janet Levine 
Janet Levine Consulting