Cultivation and stewardship are key to fundraising.

Be clear on purpose and mission, with specifics you can convey promptly with story and details as needed.

Page 32 in workbook.

Susan Howlett – Boards on Firehttps://susanhowlett.com/product/boards-on-fire-book/

Are these concepts equally applicable to individual donors vs corporations, foundations, and grantors?

Community Centric Fundraisinghttps://communitycentricfundraising.org/

In general, yes, Robin. One always has a clear message about relevance and competence toward invitation. The invitation varies, but the idea of building a relationship to “ask” or invite remains the same.

Grants and foundations are more formal, but an individual ask will draw on many of the same materials and data.

What are GOOD donation experiences you’ve had?

Being persistent and not giving up with the first "no"

giving the person you're talking to an example of how our timebank works

I responded to an ask that was central to my own life’s gaps.

Also telling donors the community asked us for our services

Good asks flow naturally from a conversation as an invitation, perhaps quite targeted.

Relationship building leads to those asks

We help familiies and especially children...our families are low , really low, income and out of 30 families, only 3 accually were not involved with family issues of drugs and alcohol, abandonment, abuse, etc....hopefully people care.....

Each of us wants to be seen as an individual with opportunities to do good in the world.

We let organizations know that they will gain something to give their volunteers and gain volunteers for their agency

when the ask fills an intersectional problem, solving multiple issues at once

A trusted friend said they were *sure* I would also support this organization I hadn’t heard of.

Nonprofit Storytelling for Board Members by Christopher Davenport

Nonprofit Storytelling for Board Memberswww.NonprofitStorytelling.com

We’ll start back at 10:55

Page 35 in the workbook. Choose one of these story types and practice telling it for your organization. As with the previous breakout, we’ll each have time to tell a story, get small amounts of feedback, and learn from each other.

Grant readiness checklist on page 36 of workbook.

What is your mission statement?Who do you serve and where?Do you have IRS 501(c)(3) designation as a public charity (NOT as a private foundation)?Have you submitted a 501(c)(3) application or do you plan to in the next 12 months?Do you have a fiscal sponsor?Why do you want to pursue grants?What are your top grant funding priorities, and when do you need the funds?Do you have a diversified fundraising plan?What are your other sources of revenue for this project? Have you already raised funds for this project?How long have you been providing services, and what is your track record of success?Do you have an operating budget?Do you submit a 990, 900EZ, or 990 postcard each year? Do you have a financial statement?Has it undergone a financial review?Do you or your board have grants management expertise?Have you written grants before?Have you won grants before? Who is on your board?Do you have paid employees?

With gratitude to Katie Howard of KH Consulting https://thinkwritegrow.comYes +

www.foundationcenter.org

Marysville library has it.

Guidestar www.guidestar.org

Candid

grants.gov

https://candid.org and https://grants.gov

Thank you

“Plans are useless, but planning is essential.”

Reflections on page 38.

don't have page 38...can you post it?

It is just a blank page with slots for each module, Tony. Today’s module is on fundraising, with room for two sentences or so.

Here’s the link to the workbook: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf

Oh, I do have it! Thanks!

https://www.wanonprofitinstitute.org

HAd not thought about the fudiciary (see I can't even spell t!) issues!

https://washingtonnonprofits.secure.nonprofitsoapbox.com/calendar

I highly recommend sending board and staff members to Let’s Go Legal, a free webinar on November 17 about nonprofit compliance! http://washingtonnonprofits.secure.nonprofitsoapbox.com/lgl-2021-11-17

No one can be perfect, but everyone can improve. Make the space and plan the spaces for it to happen.

Illustration from The Power of Habit, https://charlesduhigg.com/the-power-of-habit/

What is one habit that will help you integrate these learnings into your organization?

Thank you!

Thanks Ginny and Rory! Really good stuff.

Thank you!

Thanks for all your help and resources! God Bless ya!

Thank you! This series is dynamite!

Thank You!

Thank you so much! I've learned about things I didn't think of and of what we need to improve on, strategies for volunteer recruitment has been very helpful.

Thank you everyone for being here!

thanks a ton! much appreciated!

Thanks to everyone for your participation. It is the group which makes this work!

Thank you for your informative and encouraging presentation

Great information! Thanks