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Consulting for Non-profit Organizations

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You are here: Home / Archives for John Brooks

Advantages of Working with a Consultant

December 5, 2023 by John Brooks

Newsletters, direct mail appeals, telemarketing campaigns, annual galas, golf tournaments, auction bid sheets, board appeals, grant deadlines, budgets, reports, social media posts, acknowledgments, end-of-year projections, legacy society, major donor visits, staff reviews, and board assessments!

As a non-profit executive, this is what you contend with every day. How many times have you asked yourself, “How are we ever going to get all of this accomplished while ensuring that we raise enough money to keep programs funded, meet payroll, and keep the lights on?” Not to mention plan for the future so that your organization continues to evolve and grow to meet the changing needs of the community that you serve.

Now imagine adding to the above list! You need to come up with a strategic plan that keeps your mission viable into the future. You have an opportunity to purchase the perfect building to accommodate your growing staff or to add new programs, or you need to take a deep dive into evaluating the effectiveness of your board.

Can your senior leadership team and development staff effectively manage something as important as a strategic plan, multi-year capital campaign, creation of a comprehensive development plan, or board assessment while ensuring that the day-to-day activities of the organization continue in an impactful way?

After 27 years in the trenches as a development professional, I can tell you from my experience that hiring a seasoned, trusted consultant with a long track-record of success is a sound investment in your organization’s future and ensures a high probability for success.

I’ve been with organizations that have tried to do strategic planning and even capital campaigns without the guidance of an experienced consultant, and it did not go well. Important steps were skipped, short cuts were taken and frankly, senior staff and board members alike simply did not have the expertise to successfully undertake these important initiatives while also managing the daily demands of their job. Staff were burned out; other tasks were being neglected and the results did not meet projections which made everyone feel like their hard work was in vain.

I’ve also witnessed what happens when you hire a consultant strictly based on a lower fee versus experience. It was a nightmare. The direction was poor. The focus kept shifting and they weren’t capable of keeping staff on task. It felt scattered and misdirected, and the end result was a weak strategic plan that was only partially carried out.

If your organization is considering a strategic plan, a capital campaign, a reworked development plan or board assessment, please also consider the merits of interviewing experienced consultants who will help your organization be successful. The return on investment evaluating and hiring the right consultant will be time and money well-spent!

Filed Under: Blog

Getting to Know Your Donors

August 11, 2023 by John Brooks

By John Brooks, Senior Consultant

What steps have you taken, post-pandemic, to ensure that those individuals who stepped up when you needed them most continue their increased support?

How does your organization get ready for the end-of-year giving season and encourage larger and more frequent contributions from your donors?

There are several things you can do, right now, to increase the odds of continued support with the potential for larger donations at year-end. The traditionally “slower” summer months provide an excellent opportunity to reach out, check in and see how your donors are doing.

  • Invite your best donors (or those prospects that you’ve been cultivating) to your facility for a visit. This could include individuals, corporate sponsor contacts, volunteers, and foundation leaders. Introduce them to those you serve, your leadership, front-line staff, volunteers, and perhaps other donors. Show them where the work gets done!
  • Or, if that’s not possible, ask if they have time for a cup of coffee or lunch with the executive director.
    • You can ask if they have any questions about the impact that their support has had on the community.
    • You can fill them in on how your organization is doing, what impact your organization has made since last summer and what challenges are in your organization’s future.
    • It’s also a great time to check-in on how they are doing. What changes have taken place in their life like a new job, a new home, retirement, weddings, grandchildren, etc.
  • How about a social gathering, “porch party,” or back-yard BBQ with one of your board members?
    • This is not a fundraising event – no envelopes on the picnic table, no silent auction items, and no raise-the-paddle – just an opportunity to meet leadership, ask questions and socialize with food and drinks. Hey, it’s summer! Why not?

I spent my entire development career getting to know those who supported the agencies I represented. I didn’t ask for money every time we communicated. It was so much more than a transactional relationship. We really did get to know each other and discuss what changes we collectively wanted to bring about in society. Those conversations helped me learn so much about why partnering with my organization was so important to our donors and how we helped them bring about that change they so desperately wanted to see.

Summer is a fun time to reach out. Yes, many are on vacation but just as many aren’t and would welcome a “special” invitation for the opportunity to talk about how they want to change the world!

I’ve consistently preached to my staff that the golden rule of fundraising is that “ABSOLUTELY NOTHING WILL HAPPEN IF YOU DON’T ASK.” The worst anyone can say is “No.” And even if it’s a “no” this time, at least they’re aware that you’re thinking about them.

So, get out there and do it now! What’s the worst that can happen? You have more to lose by not asking and it very well may result in an increased gift this December!

 Enjoy your summer!

-John

Filed Under: Articles, Blog

Does Your Development Department Get Along With Finance?

June 13, 2023 by John Brooks

Does Your Development Department Get Along With Finance?

By: John Brooks, Senior Consultant


In large and small non-profits, there is sometimes a disconnect between different departments. You know – the “Silo Effect.” Everyone is so caught up in the day-to-day and what they have to accomplish that they sometimes overlook the fact that their work has a direct impact on other departments and vice versa.

Program officers need to make sure the communications team has what it needs to effectively inform donors, volunteers, and the media. Facilities need to let program know about repairs that may impact how program staff carry out their work and your volunteer manager needs to know if those repairs will impact the important work volunteers perform. Obvious? Maybe. But what about the communication between development and finance?

What happens when a major donor moves or has a life-changing event that could significantly impact their contribution? Does the finance office know when one of the organizations’ major donors has passed away or lost a spouse? How about when the family foundation is suddenly dissolved or there are significant changes to a donor advised fund (DAF) that negatively impact your organization? On the flip side, one of your donors tells you that their DAF or family foundation did really well last year and, as a result, they are doubling their gift this year. Of course, the development team is aware and perhaps the executive director knows but what about the finance officer?

I made it a point over the years as chief development officer to hold monthly meetings with the chief finance officer. We would discuss any situation that could have an impact on the annual budget that was not anticipated when the budget was finalized.

This ongoing communication was invaluable to the finance department. It helped our CFO anticipate cash-flow and, if adjustments were needed, the CFO could make them before there were any negative impacts to the overall budget. Often, unexpected losses of major gifts or large grants could be offset with unfilled staff vacancies. When we were notified of gifts, grants or bequests that would be larger than budgeted (or completely unexpected), this information was also shared with the finance office. If the increased contributions were unrestricted, the CFO would have the flexibility to shift revenue to those programs that may have been operating with a deficit, make purchases that had been put off or even fund an unfunded staff position.

Successfully running a non-profit organization – large or small – is a rewarding but extremely stressful undertaking. Ongoing communication between development and finance is essential to the fiscal health of your organization by helping to mitigate some of that stress. I was never afraid to get out in front of a potential deficit before it became a bigger problem. Often, we found solutions that helped us all sleep a little better.

Best wishes for a good night’s sleep as you continue to make a difference!

Filed Under: Blog

Making a Difference

April 17, 2023 by John Brooks

Making a Difference
By John Brooks, Senior Consultant


27 years ago, I would have never guessed that I would be in the development field and now, I can’t imagine myself doing anything else. I was fortunate enough to have worked with somebody who mentored and encouraged me to make the move to development work where I could combine the skills I had acquired over my career with my desire to make a difference in the world.

When I started as a development associate at Special Olympics Connecticut back in 1996, several of my friends asked me what I was doing for a living. I excitedly told them all about the fundraising events I helped organize, the meetings with donors, the national conferences I got to attend, the direct mail appeals and telemarketing scripts I helped create and the donor visits I lead at the Summer & Winter Games. They looked at me in a funny way and asked, “But what’s your job?” “That’s your volunteer work, right? Do you get paid to do that?” What other profession do you get to work in where you meet so many great people while at the same time helping to make the world just a little bit better? And right now, the world needs as many of us making a difference as possible!

A global pandemic, climate change, systemic racism, poverty, homelessness, drug addiction, immigration, clean air and water, access to affordable health care, human rights and so much more – these are just a few of the most serious issues facing society and we, as fundraisers get to be part of the solution. We are often the conduit to that change. We get to help people make a difference!

I’ve shared this story many times, but it really exemplifies the fundraising profession: I had a donor who I was working with for a few years. The family’s contributions steadily increased as our relationship grew and as they learned more about the impact our organization had on so many people in their community. Each year their contribution increased until one year they doubled their support over the prior year. It was such a powerful moment when I was handed a six-figure check and before I could say a word, the donor said something I didn’t expect – she said, “thank you.”

Imagine, I was handed a huge check and the donor thanked me. They weren’t able to volunteer, serve meals, join an advocacy committee, spend an overnight with our clients through their church or join the board. She thanked me for providing her family with the opportunity to make a difference in a manner most suitable to their situation.

That’s what we do every day. We connect people to the causes that they are passionate about. We help them make a difference.

As far back as I can remember, I’ve had a statement on my resume under my professional objective that simply says – “To Make a Difference.” I am proud to be in this profession and looking forward to working with Sharon and her team in our shared vision “To Make a Difference.”

Filed Under: Blog

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