Engaging in Giving Back: Professional, Rewarding, and Fun!

ENGAGING IN GIVING BACK:
PROFESSIONAL, REWARDING, & FUN!
Emily Davis, MNM, CGT
Emily Davis Consulting
October 2013

TURN ON YOUR TECH
Follow the
conversation…

@edaconsulting
#nextgendonors
#socialmedia
#fundraising
#philanthropy
#nonprofit
@edaconsulting

emilydavisconsulting.com

30 Second Challenge
– 
– 
– 
– 

@edaconsul+ng

Name
Organization
Question or comment
Parking lot

@edaconsul+ng


WHAT’S ON DECK
ü Deﬁning the sectors

ü Donating time and
expertise

ü Navigating ofﬁces

ü Networking tips

ü Donating money

ü Creating a plan

ü Resources

@edaconsulting


QUICK POLL
How many of you…
q  Are a staff member at a
nonprofit?
q  Donate money to a nonprofit?
q  Volunteer for a nonprofit?
q  Serve on a committee for a
nonprofit?
q  Serve on a board of a
nonprofit?
@edaconsulting


WHAT ARE THE SECTORS?
Private (For-profit)
• Corporations
• Small Business
• Social Entrepreneurs

Not-for-profit
• 501c3
• 501c4
• 501c6

@edaconsulting

Public (Gov’t)
• Local
• State
• Federal


DONATION OF TIME, EXPERTISE
Unskilled
volunteerism

Skilled
volunteerism

Committees

Board
Service

@edaconsulting


“UNSKILLED” VOLUNTEER OPPS
Community service projects
One time projects
No previous training needed
Volunteer banks, community
groups
•  Hands On Network
•  Entry point for engagement
• 
• 
• 
• 

@edaconsulting


“SKILLED” VOLUNTEER OPPS
• 

Specific knowledge
– 
– 
– 
– 
– 

• 

Internship
Training
Project management
IT support
Planning

Might be considered pro bono
–  Legal
–  Technology
–  Consulting

• 
• 
• 

Great for developing & practicing
skills
Expand knowledge
Entry point for engagement

@edaconsulting


NAVIGATING THE OFFICE
•  Under promise & over deliver
•  Stay ahead of deadlines, on top
of your work
•  Make org’s priorities yours
•  Never be late, always be early
•  Keep it clean
•  Provide solutions, not
complaints
•  Know (and play) office politics
•  Review your job and
responsibilities regularly

@edaconsulting


COMMITTEES
•  Types: Standing, ad
hoc, task forces
•  Fundraising, finance,
program, marketing,
etc.
•  Deeper engagement
•  Pipeline to boards
•  Be clear on value
exchange
@edaconsulting


BOARD SERVICE

@edaconsulting


BOARD SERVICE
•  Types: Governing,
Advisory, Honorary
•  Financial & legal oversight
•  Recruitment process is as
important as retention
•  Know the expectations &
responsibilities
•  Talk with other board
members
•  Avoid “young person
tokenism”

@edaconsulting


THE ART OF NETWORKING

•  In person & online
•  Start with your inner
circle
•  Identify connectors,
events
•  Research contacts
•  Make yourself visible
•  Show up early

@edaconsulting

•  Ask open-ended
questions
•  Listen!
•  Never burn bridges
•  Keep track
•  Follow up
appropriately
–  Thank you
–  Provide resources
–  Offer to be of service


BE SURE!
•  Be proactive

•  Deadlines

•  Investment of your
time & resources

•  Feedback process

•  Receive orientation

•  Ask questions!

•  Record mileage

•  Research

•  Clear expectations

•  Be gracious

•  Goals, outcomes

•  Take the work
seriously

@edaconsulting


YOUR EXPERIENCE…
1.  What experiences have you had in these
roles?
2.  What worked and what didn’t?
3.  What would you do differently next time?
4.  What advice do you have for others?
@edaconsulting


RESOURCES
BoardSource
Hands On Network
Volunteer Match
Center for Nonprofit
Excellence
•  Colorado Nonprofit
Association
•  Young Nonprofit
Professionals Network
•  Volunteer worksheet
• 
• 
• 
• 

@edaconsulting


@edaconsulting


DONATING MONEY:

WHAT IS IT GOOD FOR?
•  Why do people
give?
•  Why do you give?
•  Why would you NOT
give?
•  How do you pick the
organization?

@edaconsulting


U.S. GIVING 2012

@edaconsulting


A FEW TIPS…
•  Nonprofits
•  Donations

charities
investment

•  All businesses need
money to be effective
•  Nonprofits do what
gov’t & business
doesn’t
•  Impact is hard to
measure
@edaconsulting

•  Trust the
organizations
•  Public orgs – do due
diligence
•  Don’t restrict gifts
•  Get creative!
•  Always have
limitations (i.e. staff)


WAYS TO GIVE $$
Individual

Corporate

Goods

Unrestricted

Sponsorship

Equipment

Restricted

Employee giving

Furniture

Peer fundraising

Matching
challenge

Space

Matching gifts

In-kind (office
space)

Food

@edaconsulting


HAVE A PLAN
•  Know your personal
budget
•  Make unrestricted gifts
•  Monthly, annual,
campaigns, events
•  Fundraising
•  What’s the impact?
•  Track for taxes
•  Review and revise
@edaconsulting


RECOGNITION
• 
• 
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• 
• 
• 

Tax receipt
Hand-written note
Phone calls
Annual reports
Website
Social media
Invitations to events
Goods (i.e. PBS model)
Thank 7 times…
Provide feedback

@edaconsulting


NON-TAX DEDUCTIBLE GIFTS
• 
• 
• 
• 
• 
• 

Gifts to 501c4 organizations
Raffle tickets
Donations to individuals
Pro-bono time
Property
Value of ticket for events (i.e. food)

@edaconsulting


RESOURCES
• 
• 
• 
• 
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• 
• 
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Inspired Philanthropy
Art of Giving
Guidestar
Association of
Fundraising Professionals
Chronicle of Philanthropy
Council on Foundations
Center for Family
Philanthropy
Giving plan worksheet

@edaconsulting


BOOK DRAWING!

@edaconsulting


Emily Davis, MNM
EDA Consulting LLC
(720) 515-0581

emily@emilydavisconsulting.com


emilydavisconsulting.com/blog
Facebook.com/emilydavisconsulting

twitter.com/edaconsulting

linkedin.com/in/emilylariedavis

@edaconsulting

WHO
Nonprofits & Philanthropy
WHAT
Charitable Advising
Communications
Fundraising
Governance
HOW
Consulting
Speaking
Training


Engaging in Giving Back: Professional, Rewarding, and Fun!

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Engaging in Giving Back: Professional, Rewarding, and Fun!