resource nonprofit-development-inventory
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-Nonprofit-Development-Inventory RESOURCETRANSCRIPT
Copyright (C) 1990-2012 Development Systems International NONPROFIT DEVELOPMENT INVENTORY - Pg. 1 Unauthorized Reproduction is Prohibited
The Nonprofit Development Inventory (NDI) is a confidential detailed assessment of your organization that assists DSI in understanding your agency and also lays a foundation for future expansion in development. The NDI is divided into eight sections. They are as follows:
1. Basic Institutional Data 5. Income/Disbursements/Finances 2. Programs/Services 6. Fund Raising/Development 3. Staff/Administration/Volunteers 7. Polity/Governance 4. Heritage/History 8. Upcoming Projects/Conclusion
Please fill out the NDI as completely as possible and note the special requests for any attached documents you can provide.
You may MAIL your completed Inventory to: Development Systems International P.O. Box 2675 Columbia, SC 29202
You may EMAIL your completed Inventory to: [email protected]
You may FAX your completed Inventory to: (803)808-0537 Your DSI team will evaluate your organization’s fundraising potential and contact you regarding opportunities to advance your development efforts. Please feel free to call a DSI representative for any assistance you may require at (800)257-6670 I. Basic Institutional Data
Name and position of individual filling out Non-Profit Development Inventory: Name: Position: Name of Organization: Physical Address: City: State: Zip: Voice Phone: Fax Phone: Website Address: E-Mail:
NONPROFIT DEVELOPMENT INVENTORY Confidential
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II. Programs/Services
Please describe the purpose of your organization and whom you serve: Please list and briefly describe the different programs your organization provides:
1. ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________
2. ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________
3. ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________
4. ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________
5. ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________
6. ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________
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III. Administration/Staff/Volunteers
Please list the titles/names of all full time positions:
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How many people are employed part-time: How many volunteers serve the organization: Please provide a brief description of how volunteers serve your organization:
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IV. Income/Disbursements/Finances
What is your total annual income: Current year-to-date: $________________ Last year’s total: $ ________________ Three previous years: $________________ $________________ $________________ On an annual basis what percentage of your income is derived from fee-for-service/tuition/sales: % _______________ Actual amount for last fiscal year: $________________ On an annual basis what percentage of your income is derived from philanthropy: % _______________ Actual amount for last fiscal year: $________________ On an annual basis what percentage of your reported income is designated gift-in-kind: % _______________ Actual amount for last fiscal year: $________________ On an annual basis what percentage of your income is spent on salary/benefits: % _______________ Actual spent amount for last fiscal year: $________________ Please fill in below the pertinent data regarding your income sources from the last fiscal year: Source: Amount: Percentage of total income: Special Events: $_____________ %____________ Individuals: $_____________ %____________ Churches: $ _____________ % ____________ Foundations: $ _____________ % ____________ Local Business: $ _____________ % ____________ Corporations: $ _____________ % ____________ Conference/Denominational Support: $ _____________ % ____________ Fees-For-Service $ _____________ % ____________ Tuition $ _____________ % ____________ Sales of Products $ _____________ % ____________ Gifts-In-Kind $ _____________ % ____________ Government Grants $ _____________ % ____________ Others $ _____________ % ____________ IMPORTANT! Please attach a copy of your last fiscal year’s budget. Please indicate below if you ended that year with or without a deficit:
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V. Fund-raising/Development
How many INDIVIDUALS are in your NAME ENTRY FILE: How many CHURCHES are in your NAME ENTRY FILE: How many LOCAL BUSINESSES are in your NAME ENTRY FILE: How many CORPORATIONS are in your NAME ENTRY FILE: How many FOUNDATIONS are in your NAME ENTRY FILE: How many MISCELLANEOUS entries are in your NAME ENTRY FILE: TOTAL number of names in your NAME ENTRY FILE: ACTIVE DONORS… are donors who have given a gift in the last twelve months: LAPSED DONORS… are donors who have given a gift in the last twenty-four months but have not given in the last twelve. INACTIVE DONORS… are donors who have given a gift but have not given in the last twenty-four months. PROSPECTIVE DONORS… are individuals, churches, foundations, local businesses, corporations, etc. who have never given a gift. Of the INDIVIDUALS in your file how many are: Active: _________ Lapsed: _________ Inactive: _________ Prospective: _________ Of the CHURCHES in your file how many are: Active: _________ Lapsed: _________ Inactive: _________ Prospective: _________ Of the LOCAL BUSINESSES in your file how many are: Active: _________ Lapsed: _________ Inactive: _________ Prospective: _________ Of the CORPORATIONS in your file how many are: Active: _________ Lapsed: _________ Inactive: _________ Prospective: _________ Of the FOUNDATIONS in your file how many are: Active: _________ Lapsed: _________ Inactive: _________ Prospective: _________ Total: _________ Total: _________ Total: _________ Total: _________
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What are the amounts of the three largest gifts given to your organization in the last twelve months: $__________________ $__________________ $__________________ What is the average amount of money allocated annually for fund-raising/development: $__________________ Does your organization receive planned and deferred gifts? If yes, how many planned gifts were received in your last fiscal year? How many planned gifts have been received year-to-date? Have you ever conducted a capital campaign in the past? If yes, what was your campaign goal? Did your reach your campaign goal? If no, what was your shortfall? Over how many years or months was the campaign conducted? Please list below all special events (auction, banquets, receptions, golf, open house, etc.) and in what month of the year they are normally held.
1. ____________________________________________
2. ____________________________________________
3. ____________________________________________
4. ____________________________________________
5. ____________________________________________ Do you solicit your donors by phone on an annual basis?
Do you send a newsletter to your name entry file?
If yes, how often is it sent, monthly, quarterly, annually, other?
What are your print, postage, and mailing costs for your newsletter annually?
Do you send appeal letters to your name entry file?
If yes, how often are they sent, monthly, quarterly, annually, other?
What are your print, postage, and mailing costs for your appeal letters annually?
Do you a have a formal giving program with annual or monthly participation? IMPORTANT! Please attach a copy of your three most recent newsletters and appeal letters
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VI. Policy/Governance
Is your governing entity named a board of directors, board of trustees, or other? Is the head of your governing entity named chairman, president, or other? Is the founder the current chairman/president of the board? How many individuals have served as board members since the organizations inception? How many individuals are currently serving as board members? Are board member’s terms rotating or self-perpetuating? Who is responsible to see that new individuals join the governing entity? Do board members live locally, regionally, nationally, or internationally? Are all board members participating with annual gifts? If no, how many are? How many are not? Does the board meet annually, quarterly, or monthly? Does the board have an annual strategic planning retreat? Has the board been active in fund raising? If yes, please describe their involvement: Does your board have an executive committee? Please provide a list of all other board committees and their purpose:
1. ________________________________________________
2. ________________________________________________
3. ________________________________________________
4. ________________________________________________
5. ________________________________________________
6. ________________________________________________
7. ________________________________________________
8. ________________________________________________
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Please list the names of your current board members, their occupation, and years of service to agency: Name and Occupation: Years of service:
1. ________________________________________________ __________ to __________
2. ________________________________________________ __________ to __________
3. ________________________________________________ __________ to __________
4. ________________________________________________ __________ to __________
5. ________________________________________________ __________ to __________
6. ________________________________________________ __________ to __________
7. ________________________________________________ __________ to __________
8. ________________________________________________ __________ to __________
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10. ________________________________________________ __________ to __________
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12. ________________________________________________ __________ to __________
13. ________________________________________________ __________ to __________
14. ________________________________________________ __________ to __________
15. ________________________________________________ __________ to __________
16. ________________________________________________ __________ to __________ IMPORTANT! Please attach a copy of your institution’s organizational chart.
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VII. Heritage/History
Organization’s Mission Statement: Year 501c3 status was established: Was the organization established by a group of individuals or a single person? Founder(s) Name: Did the founder serve as agency head: If so, how many years? Is the original founder living or deceased? If living, what is his/her age? How many Executive Directors/Presidents has the organization had? List names of Executive Directors/Presidents and their years of service: Name: Years of service: __________________________________________________ __________ to __________ __________________________________________________ __________ to __________ __________________________________________________ __________ to __________ __________________________________________________ __________ to __________ __________________________________________________ __________ to __________ __________________________________________________ __________ to __________ __________________________________________________ __________ to __________ __________________________________________________ __________ to __________ IMPORTANT! Please attach a brief historical account of the organization’s formation and growth over the years. Include denomination affiliation (if applicable), original vision, memorable points of growth, funding initiatives, etc. If your agency has a case statement that covers this material please include that in lieu of the above request.
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VIII. Upcoming Project/Conclusion
Please describe the current project or needs for which DSI may be able to provide assistance. _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________
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AUTHOR – NONPROFIT DEVELOPMENT INVENTORY
James P. LaRose, CFRE, CNC - Founder - James P. LaRose Companies Phone: (803)808-5084 Email: [email protected] James P. LaRose, CFRE, CNC known around the world as “Jimmy LaRose the Fundraiser's Fundraiser," continues to transform nonprofit executives tasked with the raising of money in a tumultuous 21st Century economy. His passion for the nonprofit sector is without bounds and his love for the leaders who serve is unparalleled. His heroes are those men and women of the
charitable world who lay down their lives daily for the hurting and the hopeless. He’s spent the last twenty years supporting executives, volunteers, staff and board members across six continents who spend themselves in service to others. Jimmy is fond of sharing with professionals that, "Money chases after ideas, and there will always be generous people who will amply support a great dream backed by a sound plan." Jimmy is the founder of the National Development Institute, Development Systems International and ProPlatforms.com. He is the author of the internationally recognized fundraising series MAJOR GIFTS RAMP-UP and is the designer of the MAJOR GIFTS RAMP-UP CLOUD, a
complete back-office for nonprofit executives. Jimmy led the design team that established Certified Nonprofit Consultant (CNC), a credentialing process that supports nonprofit executives committed to sharing their management experience with their peers. He is the co-founder of the CauseCause.com platform, an online social media community network that supports citizens of the world committed to advancing the common good. He is the co-founder of DonorScope.com, a web-based research portal that identifies philanthropists, altruists, and leaders and their capacity to give to causes for which they personally care. Jimmy has been credentialed by the National Development Institute as a Certified Nonprofit Consultant (CNC) and holds the Certified Fund Raising Executive (CFRE) certification. He is the founding President of the Western Maryland Chapter of the Association of Fundraising Professionals (AFP) and is a graduate of
AFP's Faculty Training Academy (FTA) and has been named by the AFP as a “Subject Matter Expert” on the raising of money. Jimmy has also served as a specialist with the U.S. State Department's Speakers Bureau and has traveled the world working with embassies, foreign governments, and leaders to promote philanthropy and civil society in developing countries. He is a graduate of Indiana University's Executive Leadership Program, Indianapolis, IN, the National Planned Giving Institute, Memphis, TN, Tennessee Temple University, Chattanooga, TN and the Word of Life Bible Institute, Schroon Lake, NY. Rev. LaRose was ordained as minister of the gospel by the Ecumenical Church of Christ in 2010 to further support his service to the hurting and the hopeless around the world. Jimmy and his wife Dianne make their home in Columbia, SC and are blessed with three children and three grandchildren.
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Development Systems International P.O Box 2675 - Columbia, SC 29202
Voice: 803-808-5084 Fax: 803-808-0537
[email protected] www.Development.net
ADDITIONAL ONLINE FUNDRAISING RESOURCES:
www.JimmyLaRose.com www.MajorGiftsRampUp.com www.ConsultingCertification.org www.NonprofitConferences.org www.DonorScope.com www.Development.net www.PAXglobal.com www.eMediaFundraising.com www.FundraisingFarmer.com www.twitter.com/jimmylarose www.facebook.com/nonprofitdevelopment