/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
Emily Davis, MNM, CGT Emily Davis Consulting
February 3rd 2015, 8:00 – 10:00 a.m. Office hours following by sign up
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
TURN ON YOUR TECH
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
Name & Title Organization
60 seconds or less
1 Question for Today
Mission Moment
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
A LITTLE ABOUT ME…
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
WHY NONPROFIT?
• Donations • Tax exempt • Feels good! • Impact • Appealing • Everyone’s
doing it • It’s easy, right?
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
WHY NOT TO START A NONPROFIT
• Saturated market • Competition for
funding • More operations
than programs • No widgets to sell • Volunteer
development • Alternative
models
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
Legal Structure
Finances
Fundraising Governance
Human Resources
Outreach
Program Design &
Eval
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
ORGANIZATIONAL LIFECYCLE
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
LEGAL STRUCTURE
• 501(c)3 • 501(c)4 • 501(c)6 • Fiscal
sponsorship • Volunteer run • Bylaws • Registration • Compliance • PATRIOT Act
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
BOARD GOVERNANCE
MINIMUM BOARD IDEAL BOARD SIZE
TIME TALENT TREASURE TIES INVEST
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
GOVERNANCE CHECKLIST
• Expectations • Recruitment • Retention • Accountability • Ensuring
resources • Evaluation • Family & friends
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
BOARD HATS
Legal Hat
Ambassador Hat
Volunteer Hat
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
SHARED LEADERSHIP
Board Leads
Shares values thru policies that put mission in action
Hires, supports, assesses ED
Opens funding resources in community
Oversees financial due diligence
Recruits & retains new board members
ED Leads
Develops/ Proposes policy questions
Hires, supervises, motivates staff
Develops & implements programs
Shared Leadership
Strategic plan
Fundraising plan & strategies
Evaluations
Prep board meetings
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
FUND DEVELOPMENT
Diversity is key
Individuals
Special events
Foundation grants
Gov’t grants
Corporate sponsorship
Earned income
Service clubs
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
U.S GIVING BY DONATION TYPE
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
U.S GIVING BY INTEREST AREA
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
FUNDRAISING ESSENTIALS
Prospect
Identify
Cultivate Solicit
Steward
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
GIVING PYRAMID
New gifts
Annual donors
Midsize donors
Major donors
Planned giving
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
FINANCIAL MANAGEMENT
• Accounting • Financial
software • Budget • Reserves • UBIT • “Overhead”
• Staff • Equipment • Supplies
• Make a profit!
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
COMMUNITY ENGAGEMENT
Awareness about service or giving
Interest in learning about service or giving
Desire to buy service from org or donate
Action when service purchased or donation is made
*© 2010 Beth Kanter
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
WHERE WILL YOU GO?
• Strategy and plan • Target audiences • Analog vs. digital • Identity
statement • Message map • Budget • Measurement
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
PROGRAM DESIGN & EVALUATION
• Logic model • Strategy screen • Event-decision
making rubric • Measurement
strategies • Evaluate
everything! • Demonstrate
impact
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
HUMAN RESOURCES
• Set up for success
• Leadership vs. management
• Job descriptions • Evaluation • Value the work • Incentivize • Be realistic!
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
FOUNDER’S ROLE
• Title • Not CEO &
President • Founder’s
Syndrome • Make yourself
dispensable • Not about you • Set them up for
success
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
VOLUNTEER DEVELOPMENT
• Always YES • Wants to help everyone & everything
• Caution!
OVER-COMMITTED
• Need lots to stay engaged
• Don’t let them sit around
BUSY, BUSY, BUSY
• Verbal & print
• Use titles & acknowledgment
LIKES RECOGNITION
• Stays focused & on track • Great for events • May get discouraged by others’ lack of support
ORGANIZER
• Lots of ideas for improvement
• Pair with an Organizer to keep things moving
CREATIVE
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
NEXT STEPS
• Get real • Budget • Find the right
people • Know your value • Raise money • Understand the
ecosystem • Invest
• Reading • Coaching • Trainings
/emilydavisconsulting /AskEmilyD
@ImpactHubBldr #nonprofit #startup #socent
Emily Davis, MNM Emily Davis Consulting
(720) 515-0581 [email protected]
emilydavisconsulting.com emilydavisconsulting.com/blog