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Volume
8, Issue 6 - November 2006 |
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"I
love your newsletter! It's refreshing, fun
and filled with helpful hints"
Toni Paglia,
Director of Development, The ARC
Syracuse, New York |
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Earned Income = Self Sufficiency! |
Years
ago when the IRS granted charities exemption from taxation, a new mindset
took hold. Voila! We were no longer charities - we were nonprofits!
What a shame. “Nonprofit” has become a mindset
for agencies and it shouldn’t be! If all nonprofits were truly “nonprofit”
they wouldn’t survive for long and thousands of missions would disappear.
Instead, the nonprofit designation should be
considered merely as a tax exemption and NOT as a state of mind or a way of
doing business!
That was the introduction to the November 2005 newsletter and it is even
more timely today. The marketplace for funding is changing and nonprofits
that don’t respond - NOW - will suffer.
I am proud to announce the formation of a new and exciting resource for
nonprofits that want to embark on the road to self sufficiency -
Social
Enterprise Ventures, LLC. My training partner, Randy Gleason, and I formed
this training company to build upon our experience as trainers and
consultants in earned income. Our new 9-month training program,
Expedition™,
will guide your organization along to journey toward self sufficiency
through earned income.
Expected Outcomes.
- Participants can expect changes to occur in the way they manage their
nonprofit business.
- Many will create a business plan for an ambitious earned income social
enterprise venture.
- Many agencies will refine and enhance their current programs and services by
providing value added benefits that create new income sources through new
payer markets and customers.
- All participants will develop a new language and will internalize a new,
objective method by which to evaluate current and future programs, services
and income opportunities.
At the core, completing the Expedition program will result in fundamental
organizational change to enhance your mission.
What is Involved.
Expedition is a nine-month course with seven one-half day classroom
sessions, homework and consultation. Participating organizations build an
Expedition team of staff and Board volunteers to undertake the journey in
several stages/sessions. Usually 5-6 agencies comprise one
Expedition group
at a time.
Training Components.
Session 1: Organizational Focus, Goals and Desired Outcomes.
Session 2: Assets, Opportunities and Objective Evaluation Criteria.
Session 3: Venture Market Research Part 1 – The Customer(s).
Session 4: Venture Market Research Part 2 – The Competition.
Session 5: Costing, Breakeven Analysis, Financing and UBIT issues.
Session 6: Sales Planning.
Session 7: Business Plan Development.
The Journey.
The journey to self sufficiency is not an easy one, but it can be an
incredibly enlightening one and a journey that will unite Board and staff in
a way nothing else can!
Ask Yourself.
If you keep doing things the way you always have, is it likely that you will
realize different results?
Are your current funding sources threatened?
Is your organization ready to leverage What You Know, What You Have, Who You
Know to begin the journey to self sufficiency?
Learn More about how you can embark on the
Expedition journey or become a
Social Enterprise Ventures Senior Consultant/Trainer...see
below.
Back to Table of
Contents
Here are some ways to bring the Expedition™
program to your community or region.
Cost for the 12 month program (7 classroom sessions, homework and consultation
for up to one year) is $12,000 per agency. Funders invest $9,000 and agencies
invest $3,000. The cost includes 2 trainer/consultants, materials and expenses.
This is only $1,000/month to invest in dynamic and systemic organizational
change!
FUNDER-DRIVEN MODEL (Multiple Funders)
Key corporate, foundation or other funders sponsor agencies in the
Expedition journey.
FUNDER-DRIVEN MODEL (Single Funder)
A single funding organization sponsors
Expedition for its member
agencies (or other group of agencies selected by the funder).
HOSTING ORGANIZATION MODEL
A local nonprofit organization (such as a Center for Nonprofit
Excellence, United Way, Community Foundation) hosts
Expedition. The hosting
organization may recruit other funders or serve as sole funder.
The hosting organization manages delivery of
Expedition and adds an
administrative overhead to program costs as earned income for hosting
organization.
AGENCY-DRIVEN MODEL.
A single agency or group of agencies recruits its/their own funding
for
Expedition .
NATIONAL AGENCY-MEMBER MODEL.
A national or regional headquarters for member agencies sponsors
Expedition for all or selected
member agencies in a region or community.
ROAD TRIP™ ALTERNATIVE.
If you aren’t ready to strap on the climbing gear and tackle the full
Expedition program, we offer a
2-day intense overview of the full program. Road
Trip™ will provide a hands-on
experience of the basics and the steps required in the full
Expedition journey. It is an
intense overview, and it can jump start your efforts to give you the basic
skills to get started on your own with minor earned income projects or to whet
your appetite for real systemic organizational change. The cost for up to 3
participants per organization is $500 and includes 2 trainers and their
expenses.
OR...contact us at
to discuss a program that fits your particular needs.
Back to Table of
Contents
|
Become
a Senior Consultant/Trainer with SEV, LLC
|
Are you an experienced nonprofit trainer or consultant with a passion for
social enterprise and organizational capacity-building?
Are you interested in
joining other entrepreneurial trainer/consultants in bringing the social
enterprise/earned income experience to organizations in your community, region,
or to your national clients and contacts?
If So...
Social Enterprise ventures, LLC welcomes trainer/consultants like you
to its growing group of affiliates. We are a production-driven group that
encourages its affiliates to set personal income and production goals and
rewards them accordingly. Whether you are looking for a new and exciting product
to add to your existing consulting practice, want to enhance an existing
practice or have an entrepreneurial spirit and want to learn the work, please
visit our web site
www.socialenterpriseventures.com, contact me directly at
or call me at (505) 899-1520 to discuss our Senior Consultant/Trainer
opportunities.
We have affiliates already in place in Tampa, Virginia and
Baltimore and are aggressively seeking to find others throughout the US and
Canada.
I look forward to visiting with you!
Back to Table of
Contents
Start
your entrepreneurial journey by visiting
www.se-alliance.org, THE
SOURCE for social enterprise. Membership is very reasonable. The web site is
full of resources, they host an Internet forum where you can post questions and
get valuable insights from those who are already doing it. You should also
consider attending the Annual Social Enterprise Alliance Gathering April 17-19,
2007 in Long Beach, California. This conference offers you a chance to network
with others and learn from experienced nonprofits and trainers in social
enterprise. Don’t miss this opportunity! I have attended the last two gatherings
and been energized and inspired!
Back to Table of
Contents
Now you can add two great books to your agency library.
The ABCs of Building Better Boards is just what you need to
improve your Board’s potential. It includes ideas for recruitment, retention and
recognition and has some great forms for you to copy and use.
The Association of Fundraising Professionals says of this book:
“Here is a book that every senior fundraiser
responsible for board recruitment and development should read once and then
review annually...takes up where books full of theory fall short...give it a
chance and you will discover a gem to be treasured.”
Learn how to deal with unproductive Board members and how to better define the
roles of staff and Board. There is a chapter on financial and fiduciary facts,
one on simple parliamentary procedure and much much more.
Discover how Board Job Descriptions and annual Commitment Letters will
dramatically improve your Board’s effectiveness. See how a truly effective
Nominating Committee will lead to a better Board.
Get good ideas for more efficient Board management and administration, including
how to set up and manage effective committees.
It’s only $24.95 plus shipping and handling. Take advantage of a volume
discount of up to 20% and give this book to all new Board members as part of
their orientation.
The 3rd Edition of
Fast Fundraising Facts for Fame & Fortune
is full of ideas to improve your fundraising, including how to ask effectively,
special events essentials and new ideas for fundraising.
Help volunteers get over the fear of asking for money and in-kind resources for
your organization. Learn how marketing principles will make fundraising easier.
Learn about Jean’s Ten Rules for Fundraising Success
and apply them to your organization immediately. This book puts the
FUN into
FUNDraising and gives good examples and ideas that really work, rather than
using hard to follow formulas and theories.
It’s only $24.95 plus shipping and handling. Take advantage of a volume
discount of up to 20% and give this book to all new Board members as part of
their orientation...
Or buy both books for only $45.00 plus shipping and handling. Order
your copies today!
Order Now So You Don't Forget
Go to the Order Form to order your copies of
The ABCs of Building Better Boards
and
Fast Fundraising Facts For Fame & Fortune ©
|
Back to Table of
Contents
HOW CAN I HELP YOU?
TAKE THIS QUICKIE QUIZ
|
Please give me a call if you want to turn any NO into a YES. I can help
with:
- turning your Board into a dynamic group of volunteers,
- facilitating a strategic planning session,
- analyzing your current fundraising and suggesting some new ideas, and
- training volunteers and staff in becoming more effective fundraisers.
Back to Table of
Contents
Here is what people have said about my training and facilitation:
“You certainly shifted my paradigm. After hearing you last
Friday, it is the first time in 11 years as an ED that I was excited abut
fund development. And you got my Board members to that point as well.
Kay
Hopper
RDC for Children, Richardson, TX
“Your seminar in Dallas was the best I ever attended. You
are wise and hilarious.”
Mary Jo Dorn
Catholic Charities of Dallas
"Jean conducted an extremely well
organized and productive [Board] retreat, one that I can
say with confidence that our members count as the finest
ever conducted for us. Jean's follow-up report was
in-depth and meaty, and both Board and staff have
referred to it time and again. The knowledge of
boardsmanship the members took with them has made a
remarkable difference in their levels of commitment and
support."
Eileen Cook, Executive Directorr
Casa Esperanzaa
“Your training was invaluable to me. I dreaded doing this
because I couldn’t even sell someone a candy bar in the past but I was
inspired by your advice to try. I raised about $377,000!"
Joan Shepack
Keystone Botanical Garden, El Paso,
TXX
"I attended the Corporate Sponsorship Workshop - WOW! You
were amazing! What an OPPORTUNITY for me!!
Your presentation style was EXCELLENT. By far the best
workshop I've been to in a long time (content and style both!)."
Vicki
Kopplin
Epilepsy
Foundation of Minnesota
"As a senior-level development officer, I have a hard time
finding useful workshops. Jean's programs should be required for even us old
CFREs."
Trisha Dunbar
Visiting Nurse Association,
Dallas, TX
Jean Block
Consulting, Inc.
7915 Cliff Road NW
Albuquerque NM 87120
(505) 899-1520
Fax (505) 890-5285
Email:
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"I
love your newsletter! It's refreshing, fun
and filled with helpful hints"
Toni Paglia,
Director of Development, The ARCRC
Syracuse, New Yorkk |
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