Welcome to The Giving Partner!

1. Community Foundation Partners: Supported by:

3. “How can I learn
more about the
nonprofits I
care about?”
-Your trusting donor

4. 9 out of 10 donors say that nonprofit
performance is important
Source: Money For Good II / November 2011/ Hope Consulting

5. In 2002, Community Foundation leaders
developed an innovative tool to…
• Help donors and funders make more
informed philanthropic decisions
• Leverage technology to provide
community knowledge
• Build nonprofit capacity and
encourage transparency
2002 2007 2009

6. GuideStar provides information for over
1.5 million nonprofit organizations nationwide
(including yours) to advance transparency,
build trust, and help donors make
informed charitable giving decisions.
www.guidestar.org

8. Benefits
For the community:
• Access to nonprofit mission—who’s doing what
• Track nonprofit trends
• Capture community assets
• Identify gaps in services/ community needs
For donors:
• Understanding of effective and
efficient nonprofits
• Ability to compare choices for giving

9. What’s in it for you?
• Access to donors
• An online “case for support”
• Time saver with grantmaking
• Capacity building
• More targeted trainings/
consulting needs met

10. Who completes a profile?
• 501(c)(3) organizations in Sarasota,
Manatee, Charlotte & DeSoto Counties
We’re doing it too.
• Community Foundation of Sarasota County
• Gulf Coast Community Foundation
• Manatee Community Foundation

16. What you DO NOT see.
• Ratings
• Grading
• “Certification”

17. 3 basic nonprofit profile steps:
1. Gather.
Assemble your information & documents.
Write any narrative.
2. Input.
Required/optional fields and uploads.
3. Review & send.
Foundation will review.

18. Step 1: Gather.
Required Fields Optional Fields
• Strategic plan • Board Chair statement
• Board attendance rate • Bios for senior staff
• Conflict of Interest Policy • Background statement
• Needs statement • Risk management provisions
• ALL program fields (These fields are visible whether or
not you complete them)

19. Required fields
• Key indicators of nonprofit
health/effectiveness
• Necessary for the
“Reviewed by Your Community
Foundation” status
•

20. Narrative fields include:
Program descriptions, impact statement,
CEO/board chair statements, etc.
Some are required.
• Make them short.
• Make them sticky.
• Make them shareable.
• And of course, make them true.

21. Step 2: Input your data.

25. The key to colorful programs
• Program description & budget
What makes this program special?
• Success measures & monitoring
How do you know your programs
are working?
• Examples of success
The right mix of facts + stories

28. Your needs statement
1. Format using numbers
or bullet points.
2. Use dollar amounts.
3. Be specific.

29. Let’s talk plans & policies.
“From a donor’s perspective, the mission
is a given. The differentiator is the plan or
strategy for effecting change.”
-Tom Belford, The Agitator
November 23, 2011

30. If you do not have a policy
or a plan…
1. It’s okay.
2. Answer “no” or “under
development”.
You will still get the Reviewed by
Your Community Foundation icon.

31. If you do have the policy,
plan or document…
1. You must upload it.
2. It MUST be approved by
your board.
It’s part of our due diligence.

32. Policies to Upload
If you indicate you have them.
• Conflict of Interest policy
• Whistleblowers policy
• Document retention/ destruction policy
• Organizational policies and procedures
(not just an employee handbook)
These documents are not viewable by the public.

33. Plans to Upload
If you indicate you have them
• Management succession/
training plan
• Strategic plan
• Fundraising plan
• Communications plan
These documents are not viewable by the public.

34. Board docs to upload
If you indicate you have them
• Written board selection criteria
• Board attendance spreadsheet
These documents are not viewable by the public.

35. Financial docs to upload
• IRS Form 990s from the
last 3 fiscal years
• Audited financial statements
from the last 3 fiscal years
• IRS 501(c)(3) determination letter

36. Key financial information
• Revenue sources
• Expense allocations
• Assets & liabilities
• Top 3 funding sources from
last 3 years

37. Save your work.
…at least
every 30 minutes
or it’s toast!

38. A successful profile in progress

39. A word about your photo & logo:
Follow the size guidelines on
your tip sheet & ask for help if you need it.
(Otherwise, you may have graphics that look like this)

40. Step 3: Review & Send.
1. Have you completed all required fields and
any optional fields you would like to share?
2. Have you asked someone who doesn’t know
much about your organization to review it for
clarity and impact?
3. Is everything spelled correctly?

41. You’ve spent
the time. Be
clever in
how you use
your profile.

42. 5 Ways to Use Your Profile
1. Message your impact.
Share your profile your lobby, on social media, on your
website, in your annual report…
2. Get even smarter.
Use your profile as an assessment tool.
Choose 3 things to work on for next year.
3. Save time.
Your profile is an “online case for support”.
Use it to help you with local and national
funding requests.

43. 5 Ways to Use Your Profile
4. Build your board.
Inspire higher level conversations at meetings.
Use the profile in board recruitment.
Enhance your board orientation process.
5. Be a connector.
Check out what other nonprofits are doing.
How can you work together?

44. And finally, we
are here to help.
• E-mail your coach feature.
• Or call (941) 556-7104.

46. FINAL Deadline
to Complete Your Profile:
Tuesday, January 10, 2012
Treat it like a grant application deadline.

47. Thank you
for being
nonprofit
all stars.