N E W S L E T T E R S

Volume 4, Issue 2 - March 2002

 

In This Issue:

The Etiquette of Asking

Are You Ready For Board Members?

Internet Resources for Nonprofits

Two Great Books Available Now

Online Book Order Form

My Mission

What People Say About Jean Block


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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

 

THE ETIQUETTE OF ASKING

Let’s assume for a moment that there is a Miss Manners who could critique your nonprofit agency’s Asking Etiquette. Would your agency get an A+? Here are some things that donors and funders say can help or hinder your ability to build strong relationships and gain their support.

Never send a letter to Dear Friend. Why should anyone respond to your request if it is that impersonal?

Never be too busy to write thank you notes. Make them timely and make them meaningful. Seize opportunities to connect the donor with the reason he gave. Thank potential funders even if they have turned you down. It is an important step in building a relationship.

Never assume you are the only one asking. Develop a way to show how you are different from the others who are asking.

Never toss a funder’s guidelines aside and submit only what you want to. This will likely disqualify your request. Give the funder what he asks for. Don’t give them extraneous materials they haven’t asked for to weed through.

Never contact a donor only when you want money. Find creative ways to say thank you often, give progress reports, etc.

Always do a quality control check before you send a letter or a proposal. A sloppy letter could lead the donor to believe that you are sloppy elsewhere.

Always give more than adequate lead time. Don’t guess. Ask a potential funder when requests should be received, when they are reviewed, when decisions are made.

Always be creative in your request. Money isn’t the only thing donors have to offer. Create several opportunities for involvement, from volunteering on the Board or in a program, giving in-kind contributions or services, etc.

As often as you can, collaborate with other programs or agencies to increase the effect of your proposal.

As often as you can, ask for references to other donors who might be interested in the opportunity you have to offer.

As often as you can, ask a funder how to show your appreciation. Don’t assume that every donor wants to be thanked the same way. Remember to make thanking meaningful.

As often as you can, find opportunities to involve donors or funders in your program. Plan a visit or a tour, add them to your mailing list, send progress reports, invite them to special events.

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Are You Ready For Board Members?

The most common reason that Board members become disenchanted is that they were unclear or confused about the opportunity to serve your agency or were given mixed messages about what is expected of them. To overcome this, have a packet of information ready for the initial interview. It should include:

Agency Fact Sheet, Brochure, Newsletter, Mission Statement.

Calendar of Agency Events to show time expectations.

Board Structure Chart and Committee Structure with expectations for committee activities.

Agency Financial Information including current budget, balance sheet, reimbursement policies, etc.

Board of Director’s List with names, titles, affiliations.

Agency Organization Chart. Show how you are organized, how many staff, who does what.

Training and Orientation Schedule for Board members. Include date for annual planning retreat.

Application for Board Membership to get demographic information, experience, references, etc.

Board Member Job Description. Perhaps the most important tool in Board recruitment. Detail the time commitment, financial commitment and important dates for Board members. A sample is included in my book The ABCs of Building Better Boards.

Commitment Letter. Again, a sample is included in my book. This gives Board members the opportunity to show they understand and agree to the commitment of serving on your Board.

Conflict of Interest Policy. Get this clarified up front to avoid problems later.

Other. Include agency give-aways, pins, mugs, shirts, etc.

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Internet Resources for Nonprofits

Learn Grantseeking without leaving your computer. EFS offers low-tech, content-loaded, self-paced Distance Learning Courses for grantseekers bi-monthly throughout 2002.

Want to find information on salaries and benefits for development people? The 1999 and 2000 Compensation and Benefits Survey is available at www.afpnet.org. There is a fee of $75 for Association of Fundraising Professionals members, and $150 for nonmembers. The site has lots of other great info, too.

Get 100 fundraising handouts free from Tony Poderis, a respected fundraiser and consultant. His site at www.raise-funds.com has lots to offer.

Another helpful site is www.cdsfunds.com. There you’ll find articles on major gift solicitation, capital campaigns information, a free job database for job seekers where you can post your resume, a job posting service for those with jobs to be filled, and lots more.

And another pitch for www.CharityChannel.com. Here you will find several online forums targeted to specific nonprofit issues, including sponsorships, Boards, grants and the like. It’s free to join a forum where you can post your questions and learn from your peers.

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Two Great Books Available Now:
The ABCs of Building Better Boards & Fast Fundraising Facts For Fame & Fortune!

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.

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. Buy both books and get a discounted price!

Call (505) 899-1520 or Email me at to discuss volume discounts for staff or volunteers.

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 ©

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My Mission:

To strengthen the base of support for America's worthwhile nonprofit agencies and organizations, from school PTAs to multi-million dollar national and international agencies.

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What People Say About Jean Block

“Thank you for the newsletter. You have no idea how very often I find myself quoting you! You’ve shown me that good fundraising skills can be taught.”
Ginny Favede, St. Paul, MN

“ Normally I’m not big on fundraising, but what you said made me feel empowered.”
Callie Heyl, Greensboro, NC

“Your session at the conference was excellent. I have been an executive director for thirty years and got some new ideas and information from you.”
Beverly Campsey, Boys & Girls Clubs of Vernon

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 ARC
Syracuse, New York

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