Progression Tracker
Introduction
Do You Need a Funding Plan?
Introduction to the Six Steps
Step 1: Establish Priorities
Step 2: Assess Capacity
Step 3: Set Fundraising Goals
- Creating a budget
- Calculating a fundraising goal
Step 6: Write & Implement Plan
Final Quiz
Sample Finance Plans
List of Case Studies
References & Additional Resources
More Additional Resources
These resources are suggested additional reading on topics covered throughout the module. At the beginning, we also provide references for works that were specifically cited throughout the module.
Use your browser's "Back" button to return to the previous page or the "Module Home" link at the top of the page to return to the Introduction.
Contents of this page
Special Events
- Fundraising
Basics: a complete guide (Second Edition), by Barbara L. Ciconte and Jeanne
G. Jacob, 2005. Chapter 12 of this book (pp 225-250) delineates the planning
process for a special event, including budgeting and follow-up after the event.
- The
Grass Roots Fundraising Book: How to Raise Money in Your Community by Joan Flanagan,
1982. It includes very useful checklists and descriptions of events that small
organizations can handle.
- Securing
Your Organization's Future: A Complete Guide to Fundraising Strategies,
by M. Seltzer, 2001. Chapter 8 of this book (pp 179-207) describes how to
decide to have a special event and offers worksheets to assist in the planning
process.
- Special
Events: Proven Strategies for Nonprofit Fundraising,
by Alan Wendroff,
1999. This book provides the fundamentals of organizing and holding special events
and emphasizes the role of special events in an organizations development program.
- Successful
Special Events: Planning, Hosting, and Evaluating,
by Barbary Levy and Barbara Marion, 1997. Workshop style instruction on conducting
special events, including how to keep volunteers involved and avoiding disasters.
Strategic Planning and Priority Setting
- Alliance for Nonprofit Management (allianceonline.org/FAQ/strategic_planning) provides resources to improve the management and governance capacity of nonprofits,
including a series of frequently asked questions on strategic planning.
- Watershed Plan Builder Tool (epa.gov/owow/watershedplanning/) helps set goals and priorities for your watershed before getting to the financial aspect by helping you develop a watershed plan step by step.
- Management Assistance
Program for Nonprofits' Strategic Planning (in nonprofit or for-profit organizations)
(managementhelp.org/plan_dec/str_plan/str_plan.htm)provides information and links on strategic planning topics including: overview
of the planning process, sample plans, and how to ensure implementation.
- Nonprofit Genie
(genie.org/) includes information
and resources for the nonprofit community on a variety of topics, including strategic
planning.
- Plan2Fund Objective Prioritization Tool (OPT) (efc.boisestate.edu/opt)
is a watershed planning tool developed by the Environmental Finance Center (fc.boisestate.edu/efc/Home/tabid/37/Default.aspx)
at Boise State University that helps your organization develop and implement a
long term financial strategy to meet strategic goals. Specifically, Plan2Fund
OPT helps you develop priorities for an implementation plan using decision
rules that you create. This web-based decision model can generate comparative
reports based on the decision rules you invent, the scores that you give to your
objectives according to those rules, and the weight that you give each decision
rule.
- River Network (www2.rivernetwork.org/howwecanhelp/index.cfm?doc_id=93)
provides an extensive Resource Library that includes information about strategic
planning, as well as other tools to help you learn how to raise more money, build
stronger organizations, and protect rivers and their watersheds. Two particularly
good resources are
- "Addressing the Challenge of Strategic Planning with Inclusive, Watershed Councils ~ The Tualatin River Watershed Story" (rivernetwork.org/resource-library.php?ResourceID=569) and
- "Forming and Implementing Your First Action Plan" (rivernetwork.org/resource-library.php?ResourceID=577).
- Yamhill Basin Council Minutes November 14, 2002. (co.yamhill.or.us/ybc/2002minutes/nov14minutes02.pdf)
provides a simple priority setting process that took place during a meeting of a watershed group.
Volunteers
- Independent Sector's Value of Volunteer Time (independentsector.org/programs/research/volunteer_time.html)
provides information on how to calculate the value of volunteer time.
- National Park Service's Community Toolbox (nps.gov/phso/rtcatoolbox/org_volunteers.htm) includes a section on volunteers and provides information on how to recruit and manage volunteers.
- Network for Good (networkforgood.org/Npo/volunteers/default.aspx) provides resources for nonprofits interested in recruiting volunteers including articles, research, tools and success stories.
- River Network's Resource Library (www2.rivernetwork.org/howwecanhelp/index.cfm?doc_id=93) contains links to various resources on how to recruit, manage and retain
volunteers.
- VolunteerMatch (volunteermatch.org/) connects volunteers with nonprofit organizations. Nonprofit organizations can
register and post volunteer opportunities for
free.
- AmeriCorps
(americorps.org/) is
a network of local, state, and national service programs that connects more than
70,000 Americans each year in intensive service to meet the United States'
critical needs in education, public safety, health, and the environment. It is
a program of the Corporation for National and Community Service and includes:
- AmeriCorps*State and National (americorps.org/about/programs/state_national.asp) and
- AmeriCorps*VISTA (americorps.org/about/programs/vista.asp).
- Senior Corps (seniorcorps.gov/)
connects Americans over 55 with the people and organizations that need them most.
The RSVP program (seniorcorps.gov/about/programs/rsvp.asp) connects volunteers with service opportunities in their communities that match their skills and availability.
- Internship Site Supervisor Handbook (colby-sawyer.edu/campus-life/career/internships/supervisor_handbook.html) (written by Colby-Sawyer College) (colby-sawyer.edu/) provides information on to make internships meaningful experiences. It includes information on preparing for an intern, training, mentoring, and evaluation program.
Workplace Giving
- Regional environmental federations: umbrella environmental federations, such as Earth Share of New England (greenfornewengland.org/).
- State environmental federations: There are many state environmental federations, such as the New Jersey Environmental Federation (cleanwateraction.org/njef/), Arkansas Environmental Federation (environmentark.org/), and The Environmental Federation of Oklahoma (newsite.envirofdok.org/).