Details

Nonprofit Kit For Dummies

6. Aufl.

von: Beverly A. Browning, Stan Hutton, Frances N. Phillips
25,99 €
Verlag:	Wiley
Format:	EPUB
Veröffentl.:	27.09.2021
ISBN/EAN:	9781119835745
Sprache:	englisch
Anzahl Seiten:	464

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Beschreibungen

Titelbeschreibung

Helping you successfully start a nonprofit organization the right way or strengthening the governing, financial, and capacity-building framework of your existing nonprofit organization! Ready to do some good? Ready to give back to the community? You better be! Because in Nonprofit Kit For Dummies you’ll find the tools and strategies you need to organize and shift your nonprofit into high gear. Buckle up and hit the gas as you master the latest techniques in nonprofit startup, recruiting the right board members, identifying collaborative stakeholders, grant writing, online fundraising, and marketing. You’ll learn to improve your management practices, raise more money, give more effectively, and plan more creatively. This book’s supplementary online resources include expertly written organization plans, financial procedure outlines and guides, and event planning tools you can implement immediately to help your nonprofit help more people. It also walks you through how to: <ul> <li>Find up-to-date info on the latest web-based campaign tools, like Kickstarter, Kiva, and others</li> <li>Use templates, checklists, and plans to organize your nonprofit’s finances, employee relations, and legal structure</li> <li>Survive and thrive during challenging times, like those caused by pandemics and natural disasters</li> </ul> Starting and running a nonprofit organization takes heart, courage, and know-how. You’ve got the first two taken care of. Let Nonprofit Kit For Dummies help you with the knowledge as you lift your nonprofit to new heights.

Inhaltsverzeichnis

Introduction 1 About This Book 1 Foolish Assumptions 2 Icons Used in This Book 3 Beyond the Book 3 Where to Go from Here 4 Part 1: Getting Familiar with the Nonprofit Framework 5 Chapter 1: Journeying into the World of Nonprofit Organizations 7 What is a Nonprofit Organization? 8 Comparing for-profits to nonprofits 9 Introducing the coveted 501(c)(3) status for nonprofits 9 Knowing Your Mission Before Entering the Nonprofit World 11 Setting up a nonprofit 11 Making plans and being flexible 12 Embracing and Sharing Your Inspiration 13 Finding the Resources to Do the Job 14 Who is giving to nonprofit organizations? 15 Supporting your mission with fundraising 15 Chapter 2: Understanding What It Takes to Start a Nonprofit 17 Weighing the Pros and Cons of Starting a Nonprofit 18 Doing Your Homework First 19 Analyzing the competition 20 Identifying the right people to help you 20 Figuring out how you’ll survive financially 21 Acknowledging the reality of what’s ahead 22 Planning, plotting, and projecting 23 Understanding Nonprofit Ownership 24 Benefiting the public for the greater good 24 Being accountable and transparent 25 Looking at the Many Varieties of Nonprofits 26 Identifying nonprofits by their numbers 27 Adding rules and regulations to add to your file 28 Comparing Nonprofits and For-Profits 31 How they’re alike 31 How they differ 32 Using a Fiscal Sponsor: An Alternative Approach 34 Examining common details of a fiscal sponsorship relationship 35 Finding a fiscal sponsor 36 Chapter 3: Prioritizing Building Your Board of Directors 37 Appreciating the Duties of a Nonprofit Board of Directors 38 Primary role: Preserving public trust 39 Secondary role: Dealing with planning, hiring, and other board tasks 41 Sharing responsibilities among the board, staff, and volunteers 42 Recruiting the Right People for Your Board 43 Incorporating diversity, equity, and inclusion in the board’s composition 44 Keeping it fresh: Terms of service 46 Big boards or little boards 47 Choosing officers and committees 48 Introducing new and prospective members to the board and the organization 50 Putting Staff Members on Your Board 51 Using Your Board to Full Capacity 52 Encouraging commitment from board members 52 Holding effective board meetings 53 Chapter 4: Creating Your Mission Statement and Vision Statement 57 Honing Your Mission Statement 58 Keeping your mission statement short and sweet 60 Stating your mission — the goal for services 60 Specifying who will be served by the nonprofit 61 Explaining how you’ll accomplish your mission 61 Incorporating diversity, equity, and inclusion (DEI) into your mission statement 62 Imagining Your Future with a Vision Statement 63 Capturing your vision statement 63 Asking “Where are we going?” and “Why?” 65 Inviting Stakeholders to the Planning Table 66 Encouraging and embracing stakeholder input 67 Working together to finalize your statements 68 Living by Your Mission and Staying Fixed on the Vision 69 Chapter 5: Incorporating and Applying for Tax- Exemption Status 71 Creating a New Entity: The Nonprofit Corporation 72 Following your state’s or territory’s laws 73 Understanding the required governing documents 73 Deciding whether to have members in your corporation 74 Finding the best name 75 Writing the Articles of Incorporation 76 Crafting a heading 76 Article I 76 Article II 77 Article III 77 Article IV 78 Article V 78 Article VI 78 Article VII 78 Article VIII 79 Signed, sealed, and delivered 79 Securing Your Employer Identification Number (EIN) 80 Writing Your Organization’s Bylaws 81 Holding Your First Board Meeting 82 Applying for Tax Exemption 82 Tackling Form 1023 online 83 Discerning between public charities and private foundations 85 Establishing public charity status 85 Describing your activities 86 Reporting salaries and conflicts of interest 88 Dealing with financial information 88 Collecting the other materials 89 Paying the fee 90 Navigating possible contribution barriers until tax-exemption status is approved 90 Chapter 6: Adhering to Nonprofit Status Requirements 91 Disclosing What You Need to Disclose 92 What you do need to show 92 What you don’t need to show 93 Using the web to satisfy disclosure requirements 94 Avoiding Excessive Payments and Politicking 95 Determining reasonable pay and benefits 95 Using caution when getting involved in politics 96 Why all the fuss? Understanding the increased scrutiny by the IRS 97 Reporting to the IRS 98 Filing Form 990-N 99Taking it easy with the Form 990-EZ return 100 Tackling the long Form 990 104 Getting your Form 990 to the IRS 106 Reporting to Your State, Territory, and Local Governments 107 Part 2: Bringing Your A-Game to Nonprofit Management 109 Chapter 7: From the Top: Examining the Nonprofit Management Structure 111 Managing a Nonprofit: A Bird’s-Eye View 112 Appreciating the Governing Board’s Role and Responsibilities 113 Understanding the board’s management oversight duties 113 Protecting your board from liability 115 Redefining the Nonprofit Founder’s Role 116 Adding an Advisory Board 117 Expanding to Take On an Executive Director 118 Chapter 8: Strategic Planning: Embracing the Ongoing Process 121 Understanding the Importance of Planning 122 Making Your Organization’s Strategic Plan 122 Getting ready 123 Working with your nonprofit’s mission and vision statements 124 Hearing from all your stakeholders 124 Surveying the external situation 126 Looking at the internal situation 127 Calling in the SWOT team 128 Putting the plan in writing 132 Adjusting your strategic plan when necessary 134 Putting Plans into Action 134 Defining and setting goals, objectives, strategies, and outcomes 134 Creating a work plan 136 Planning for Programs 137 Working as a team 137 Assessing needs 138 Brainstorming the resources needed to implement new programs 140 Facility Planning: Finding a Place to Do Your Work 142 How much space and of what kind? 142 Location, location, location 142 Owning, leasing, or taking a free ride 143 Making a move 145 Deciding to take on a capital project 145 Chapter 9: Evaluating Your Work: Are You Meeting Your Goals? 147 Knowing the Importance of Evaluation 148 Working Through the Evaluation Process 149 Selecting the right kind of evaluation 149 Planning for evaluation 152 Crafting valuable questions 153 Choosing evaluators: Inside or outside? 154 Conducting Your Evaluation 155 Analyzing Results and Putting Them to Work 156 Interpreting results 156 Using your evaluation to strengthen your work 158 Telling the truth 158 Sharing the evaluation results with your stakeholders 159 Chapter 10: You Can Count on Me! Working with Volunteers 161 Knowing Why People Volunteer 162 Designing a Volunteer Program 163 Considering a volunteer coordinator 165 Determining your need for volunteers 165 Writing volunteer job descriptions 166 Organizing volunteers 167 Hunting for Volunteers 169 Getting the word out 169 Looking for volunteers at other organizations 171 Finding volunteers with special skills 172 Hiring interns 172 Interviewing and Screening Volunteers 173 Managing Your Volunteers 175 Providing adequate training 175 Keeping good records 176 Insuring your volunteers 176 Saying farewell to bad volunteers 177 Showing Appreciation for Your Volunteers 177 Chapter 11: Working with Paid Staff and Contractors 179 Determining Your Staffing Needs 180 Getting Your Nonprofit Ready for Paid Employees 181 Developing your personnel policies 181 Exploring payroll setup options 184 Providing benefits and perquisites 184 Preparing to Hire 185 Composing a job description 185 Considering necessary qualifications 186 Establishing nonprofit salary levels 187 Announcing the position 188 Making the Hire 189 Looking at résumés 189 Interviewing candidates 190 Digging deeper with references 192 Making your decision 193 Onboarding a New Hire 193 Confirming employment terms in writing 193 Getting your new hire started on the job 194 Evaluating your new hire’s progress 195 Looking to the future: Creating a professional development plan 195 Managing Employees 196 Recognizing what a manager or supervisor does 197 Clarifying the lines of communication 197 Following the reprimand-and-dismissal process 199 Working with Independent Contractors 200 Differentiating an independent contractor from an employee 201 Establishing the roles for independent contractors 202 Finding a consultant: Ask around 203 Interviewing consultants 204 Developing and executing the contract 204 Chapter 12: Money Matters: Preparing Budgets and Financial Reports 207 Making a Budget = Having a Plan 208 Beginning with zero 208 Defining a good budget 211 Budgeting based on your history 212 Understanding and isolating general administrative and fundraising costs 213 Accounting for in-kind contributions 213 Creating Budgets for Programs or Departments 214 Working Frequently with Your Budget 218 Projecting Cash Flow 219 Constructing your cash flow projection 219 Deciding what to do if you don’t have enough 221 Borrowing to make ends meet 222 Putting money away to make a nonprofit strong 223 Keeping Your Books Organized and Up to Date 224 Differentiating the various accounting systems 224 Considering accounting software or an accountant 225 Reviewing the Numbers: Financial Statements and Audits 226 Preparing financial statements 226 Seeing the value of an audit 227 Knowing whether you need an audit 228 Reading Your Financial Statements 229 Getting to know the parts of a standard financial statement 229 Asking the right financial questions 230 Managing Financial Systems 232 Chapter 13: Marketing and Branding 235 Taking Care of the Basics 236 Designing a logo and letterhead 236 Preparing an organization overview or brochure 237 Creating a website 237 Producing annual reports and newsletters 239 Taking care of your service population — your most important marketing tool 240 Discovering Who You Are: First Steps to Marketing 241 Recognizing the current market 242 Defining whom you want to reach and how 246 Reaching Your Audience via Mass Media 250 Planning for effective publicity 250 Developing a media list 251 Understanding how the media works 252 Submitting materials to your media contacts 253 Getting your event into community event calendars 254 Putting together public service announcements (PSAs) 255 Using Social Media for Fun and Profit 255 Developing a social media policy 256 Planning your social media posts 257 Choosing your social media platforms 258 Protecting your online reputation 260 Part 3: Raising Funds Successfully 263 Chapter 14: Creating a Fundraising Plan 265 Recognizing Who Can Raise Funds 266 Naming Possible Funding Sources 267 Weighing Your Fundraising Capacity 269 Drafting a Fundraising Plan 270 Setting a preliminary monetary goal 271 Asking whom you and your board members know 272 Researching and refining your prospect list 272 Plotting fundraising costs 274 Moving to an Action Plan 278 Planting the Seeds for a New Nonprofit 280 Hitting up family and friends before asking others 280 Raising funds with special events 281 Getting to know community foundations 281 Assessing your capabilities to apply for government grants 281 Chapter 15: Raising Funds from Individual Donors 283 Understanding Why People Give 284 Stating Your Case 285 Creating an Elevator Speech 288 Identifying Possible Donors 289 Drawing circles of connections 290 Getting a list of potential donors from your board of directors 291 Growing a Major Gift 292 Deciding who should do the asking 292 Preparing to make your request 293 Breaking the ice 293 Adopting the right attitude 293 Timing the request: An inexact science 294 Treading lightly when making the ask 294 Expressing gratitude for the gift 295 Raising Funds by Mail 295 Taking the direct-mail route 295 Inspiring volunteers to steer a letter-writing campaign 297 Raising Money the “E” Way (Easily and Electronically) 299 Building and maintaining relationships by using email and related tools 299 Building your email address lists 301 Using your website as a cultivation tool 302 Setting up an online donation portal 303 Soliciting text message donations 305 Telemarketing: Dialing for Dollars 306 Perfecting a script 307 Training your board and volunteers as callers 308 Collecting the pledges 309 Chapter 16: Planning Onsite and Virtual Special Events 311 Thinking through the Whole Event 312 Using your budget to guide decisions 313 Sticking to your budget 316 Soliciting in-kind gifts for your event 318 Building your event committee 319 Setting a date and location 320 Setting Up Your Timeline 321 The first three months 321 Months four and five 322 Four weeks before the event 322 The week before the event 323 Spreading the Word 324 Setting social media to blast 324 Finding a news angle 325 Getting a mention on radio or TV 326 After the Event is Over 326 Chapter 17: Sleuthing for Grant Funding 329 Assessing Your Nonprofit’s Grant-Seeking Readiness 330 Planning for a Foundation Grant Proposal 331 Learning about funding priorities 332 Familiarizing yourself with types of foundations 333 Using the Foundation Directory Online to assemble a broad list of prospects 336 Digging deeper to narrow your prospects 340 Going for a Government Grant 342 Federal grants 343 Nonfederal government grants 345 Chapter 18: Writing an Award-Winning Grant Proposal 347 Attending to Pre-Proposal Tasks 348 Perfecting the letter of inquiry 348 Passing the applicant eligibility screening questionnaire 349 The Pitch: Writing a Competitive Grant Proposal 349 Starting out with the cover letter and executive summary 350 Introducing your organization and its operating history 351 Documenting the need for funding 352 Setting goals, SMART objectives, and proposed outcomes 353 Presenting (ta-da!) your project idea with evidence-based solutions 354 Presenting the management plan 356 Explaining how results will be measured 356 Talking about the budget 357 Showing where the rest of the money comes from: The sustainability section 359 Appending requested attachments 360 Familiarizing Yourself with Other Types of Written Funding Requests 361 Trolling for corporate grants or sponsors 361 Seeking general operating support 364 Asking for capacity building funding 365 Seed money: Proposing to form a new nonprofit 366 Following Through after Receiving Funding 367 Chapter 19: Capital Campaigns: Finding Lasting Resources 369 Beginning the Funding Plan 370 Preplanning your campaign 371 Developing a rough budget 372 Testing feasibility 373 Analyzing the results of your study 375 Developing a Case Statement 376 Building the Pyramid of Gifts 376 Starting at the top 377 Applying for grants as part of your capital campaign 378 Ending the quiet phase and moving into the public phase 379 Realizing the Benefits and Risks of Capital Campaigns 380 Part 4: The Part of Tens 383 Chapter 20: Ten Tips for Pivoting in Times of Uncertainty 385 Create an Emergency Operations Plan 386 Communicate When Making Hard Decisions 386 Step Back and Regroup 387 Set a Manageable Fundraising Goal 387 Collaborate with Others in Your Field 388 Share a Back Office 388 Place a Program within Another Agency 389 Merge with Another Nonprofit 389 Close with Dignity If Necessary 390 Complete the Government’s Closing Paperwork 391 Chapter 21: Ten Tips for Raising Seed Money 393 Ask 393 Hit Up People You Know 394 Tell Your Story and Don’t Ramble 394 Show How You’re Improving Lives 395 Use Numbers to Convey Urgency and Compassion 395 Research, Research, Research 396 Know Your Donors’ Point of View 397 Build a Donor Pyramid 398 Make It Easy to Respond 398 Keep Good Records 398 Chapter 22: Ten Tips for Protecting Your Nonprofit 401 Assessing Your Risks 402 Planning for Emergencies 402 Filing Annual Federal Forms 404 Filing Annual State Forms 404 Paying Employment Taxes 405 Reporting Payments to Consultants 405 Maintaining Transparency 405 Responding to Negative Press 406 Protecting Your Online Reputation 407 Determining Insurance Needs 407 Part 5: Appendixes 409 Appendix A: Glossary 411 Appendix B: About the Online Content 415 Index 421

Autorenportrait

Dr. Beverly A. Browning is the author of 43 grant-related publications and six editions of Grant Writing For Dummies. She has raised over $750 million in awards for her clients. Stan Hutton is Program Consultant for the Clarence E. Heller Charitable Foundation. Frances N. Phillips teaches grant writing at San Francisco State University.

Back cover copy

Your guide to a successful nonprofit Ready to do some good? We hope so, because Nonprofit Kit For Dummies fills your 501(c)(3) toolbox with the tips, strategies, and techniques you need to get the most out of your public charity. From management practices to tax exemptions, fundraising tactics, and grant proposals, this straightforward, hands-on guide provides insight and practical advice for nonprofit founders, directors, managers, and volunteers. Take advantage of more than 100 online samples and forms to help your charitable organization thrive! Inside… <ul><li>Explore the 501(c)(3) framework</li> <li>Launch your own nonprofit</li> <li>Understand nonprofit directorship</li> <li> Get a handle on fundraising</li> <li> Write effective grant proposals</li> <li>Prepare for economic downturns</li> <li> Protect against legal pitfalls</li> <li> Market your nonprofit effectively</li></ul>