Imagine the following exercise. Gather your board members around a flip chart. Ask the following question: "If we could design the perfect board for our group, what skills, qualities, and representation would we want in prospective board members?" Skills, qualities, representation Skills include specific expertise to help the … [Read more...]
New consultants and trainers: Five even-more tips for success
At least once a month, I’m asked the following question: How do I start my own business as a consultant, a facilitator, a trainer? As the gig economy expands, more of us are moving into self-employment. Perhaps you’re building your own full-time practice. Maybe you want to test the waters and generate a little extra income. These … [Read more...]
Training remotely – a facilitator’s guide
Once upon a time, we all gathered together – physically. Meetings, workshops, and classes required participants to be in the same room at the same time. Those days are over. In addition to the ubiquitous webinars, virtual meetings, Facebook Live events, and online classes, an interesting hybrid has emerged: the trainer or teacher in … [Read more...]
Succession planning: Leading by sharing power
In 1986, I killed my first nonprofit organization. That wasn’t my plan. In fact, there wasn't any plan. When our vibrant, all-volunteer nonprofit was ready to hire its first employee, the board chose me. With staff in place, our group took a big step forward: more programming, new audiences, bigger impact. While I was merrily … [Read more...]
Treasurer confidential
About a year ago, I became the treasurer of a well-established but tiny nonprofit. With an annual budget of less than $100,000 and limited staff, our organization is as grassroots and community-based as it gets. I’ve served on several boards. I train boards for a living. I write books about how to be an effective board member, … [Read more...]
How to create a strategic plan – a facilitator’s guide
Regardless of where you land on the preparation continuum – some of us prefer improvisation to planning – you’ll be more successful with a thoughtful, well-designed plan. You can create a strategic plan yourself or hire a consultant to help. Note to consultants: If you’re building a business, the world is filled with potential … [Read more...]
No new nonprofits! A manifesto
As a consultant, I handle a lot of inquiries – by phone, via email, and in person. For example, Can you train our board to raise money? Do you do strategic planning? We’re dealing with “founder’s syndrome” – can you advise us? Can you help with our fundraising plan? We’re considering a merger with another organization and … [Read more...]
The big (bad) shift in fundraising
A year ago, I wrote The Big Shift in Fundraising, an upbeat post about changing trends in giving. To sum it up: After decades of gradual “wealthification” of U.S. philanthropy – a greater percentage of the philanthropic pie contributed by wealthy and uber-wealthy donors – donors flipped the script in 2016. Most of the growth in giving … [Read more...]
Asking Styles: Boost Your Board’s Fundraising
Note: The following guest post from Brian Saber is adapted from his new book, Asking Styles: Revolutionize Your Fundraising. Thanks, Brian! At Asking Matters, we developed Asking Styles to directly address the myth of the ideal, stereotypical fundraiser. Our model is based on the concept that authenticity is central to building … [Read more...]
What’s your budget? (What, you don’t know?)
When interviewing potential clients, I always ask a basic question early in the conversation: “What’s your annual budget?” Sometimes I’m talking with staff, or it might be a board member or a volunteer. More often than not, there’s a long pause. I wait a moment, then ask again. “Last year, how much money did you raise and … [Read more...]
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