CatComm
Legal Tips Project Elaboration Capacity-building Tips Fundraising Mantaining the Pulse

Legal Tips - USA nonprofits (please provide links for NGO legal tips in other countries)

Where to Start When Creating a Nonprofit? For resources and advice at the very beggining, click here.

How Do You Start a 501[c][3] Nonprofit Organization in the United States? A guide available from Florence L. Green, Executive Director of the California Association of Nonprofits available here.

Starting a Nonprofit in the USA - recommended by fundraising consultant Angela Moreno.

IRS Publication 557: Tax Exempt Status for Your Organization is the source for information on forming a Nonprofit organization in the US.

Incorporate! Learn how to incorporate your non-profit in the USA here.

The Internet Nonprofit Center: The Nonprofit FAQ is based on questions and answers about nonprofit organizations exchanged on the Internet since 1994.

Probono Lawyers - recommended by fundraising consultant Angela Moreno.

Nonprofit Incorporation, Formation & Management - recommended by fundraising consultant Angela Moreno.

IRS Exempt Organization Information - recommended by fundraising consultant Angela Moreno.

Project Elaboration

The following guide prepared by Maria Helena Zamora, who has spent several years working closely with community groups in Rio de Janeiro to develop their projects, provides a useful format for elaborating a community project:

PRESENTATION

The presentation, introduction or historical briefing of a project must consider the history of the community and the original ideas of the project. Therefore:

  • It does not have to be very extensive;
  • You do not have to speak of specific people, individuals, but of a collective process;
  • Avoid expressions such as "devoid", "vitiated", "needy", "with out", "unfortunate person", "minors".
  • Describes the mission and the form of management within the institution or group;
  • Comments on your experience, the victories already accomplished by the group or institution;
  • Comments on the capacity of the organization to execute the project(s) that has/have been proposed.

GENERAL OBJECTIVES

The general objective is the concrete result you want to obtain from this project.

  • Most of the time a general objective involves some thematic areas. They are the benefits, in the long run. Think of this project in terms of time and space.
  • Generally, "the bigger" objective will only be reached with a series of strategies and specific objectives.
  • The general objective is written in the infinitive and uses verbs such as: to extend, to increase, to diminish, to reduce, to contribute, to assure, to guarantee, to develop, to obtain, to endow, to incorporate, to demonstrate, to propitiate, to develop, among others.

SPECIFIC OBJECTIVES

The specific objectives are related to the general objective of the project.

  • They must answer the three questions: "what", "when" and "how much." Initiating phrases with verbs in the infinitive, such as: to enable, to implant, to implement, to elaborate, to make available, to sensitize, to incorporate, to develop, to characterize, to expand, to coordinate, to assist and to structure, among others.
  • They must also be:
    1. Measurable - to allow to the possibility of evaluation;
    2. Appropriate - tied with the general objectives, the strategies, the vision and the mission;
    3. Determined in terms of time available - having a stated period in which this project will be accomplished;
    4. Clear - to prevent disparate interpretations;
    5. Realistic - based in reality, what can truly be achieved within the time available.

JUSTIFICATION

  • In some models of project elaboration, this item appears in the presentation; in others, it constitutes a separate section.
  • The justification shows clearly that the project is important and why.

EXECUTIVE SUMMARY

  • This summary clearly states the intention of the project, the main partners, the beneficiaries, as well as the alliances between diverse sectors that intertwine to accomplish the project.
  • This section is typically about twelve lines or a paragraph.

ACTIVITIES

  • This is the methodology section (of your work).
  • It is the sequence of activities that need to be done in order to reach the objectives, with an estimate of time it will take.
  • A list of activities can be inserted here; however you should make clear when you expect to finish them.
  • When describing activities, do not forget to mention the necessary resources you will need for the implementation of the project, including cost, materials, and the human resources necessary.
  • The list of activities are your "tasks" toward accomplishing the project, the plan of execution, and the chronology of when you expect to finish the work.

INDICATORS and EVALUATION OF PROJECTS

  • These are measurements used to show the changes that may occur throughout the project.
  • They serve to show the progress of the project and how you plan to deal with unforeseen problems as they arise. This is an essential instrument for the evaluation of your project.
  • They can be quantitative and qualitative.
  • The pointers must always specify: the target group (for who), amount (how much), quality (how it is going), time (inside a specific period) and geographic area (where).

BUDGET

  • Transparency, honesty;
  • Realism, considering, for example, inflation;
  • Consider local suppliers and resources;
  • Keep in mind unexpected costs;
  • Consider all the involved partnerships and needs;
  • Attach a final total.
Capacity-building Tips

Nonprofit Budgets. "A Foundation Center-produced tutorial that walks you through the process online" - recommended by fundraising consultant Angela Moreno.

Sample Budget. This easy-to-use sample budget is loved by donors. The consolidated version helps put forth the scope of the project and the expected, requested, and received revenue for a project or organization. Many thanks to TMC Consulting of North Carolina for making this available!

Technical assistance / capacity-building sites recommended by fundraising consultant Angela Moreno:

www.vita.org/programs/information.htm
www.acdivoca.org/acdivoca/acdiweb2.nsf/acdivoca?OpenPage
www.villagebanking.org/
www.cnm.org/

http://www.transparency.org/
http://www.legallanguage.com/llstranslation.htm
http://www.accion.org/
http://portugues.partners.net/index.htm

American Philanthropy Review - Nonprofit Operations & Board Development discussions - recommended by fundraising consultant Angela Moreno.

Time to Get Online, Simple Steps to Success on the Internet: A Learning Resource for African Civil Society. Check this fantastic manual out from Kabissa-Space for Change in Africa.

Neighborhoods, Regions and Smart Growth Toolkit: The Smart Growth, Better Neighborhoods Action Guide. Check it out from the National Neighborhood Coalition.

Third Sector New England. Every May TSNE holds an Annual Nonprofit Workout in Boston (USA) with two-day capacity-building workshops on themes ranging from communications to fundraising, accounting to Board development. A few scholarships are available each year. This event has been invaluable to CatComm's recent development. TSNE also publishes Nonprofit Quarterly magazine. Highly recommended.

Find Volunteers for Your Organization. Idealist.org offers a free service that will help you recruit volunteers. CatComm has recruited several outstanding volunteers using Idealist. Highly recommended.

Open Space Technology is one way to enable all kinds of people, in any kind of organization, to create inspired meetings and events. Learn more through Open Space World.

The Alliance for Nonprofit Management, an opportunity to connect with peers who do capacity-building work.

Independent Sector, a coalition of leading nonprofits, foundations, and corporations strengthening not-for-profit initiative, philanthropy, and citizen action.

BoardSource building effective nonprofit boards of directors.

National Center for Nonprofit Boards - recommended by fundraising consultant Angela Moreno.

Nonprofit Resource Center with links to websites of interest to nonprofits.

The Nonprofit Times, a weekly tabloid, is the most common read in the nonprofit community.

Draper Fisher Jurvetson, the Information Technology Venture Capital firm, has developed a page "Resources for the Entrepreneur" which can be a useful tool for organizational capacity-building. Try preparing a business plan for your project or organization.

Center for Community Change. CCC is helping low-income people build powerful, effective organizations through which they can change their communities and public policies for the better.
Fundraising

How to Make the Transition from Fundraising to Development (from Social Edge)

Lynne Twist's Principles of Fundraising from the Heart (reprinted from Lynne Twist's Fundraising from the Heart workshop at the Bioneers Conference, 2004)

  1. Fundraising consistent with the mission will always produce enough money.
  2. Effective fundraising is a stand for the mission and the vision so potent that it draws the resources and support it needs to fulfill itself.
  3. Effective fundraising is a function of who you are, not what you do.
  4. Money given to make a difference does so; it is blessed money.
  5. Fundraising is giving people an opportunity to be vested in a new and better future.
  6. You honor, validate and serve people with the request itself.
  7. The act of investing calls up accountability and ownership.
  8. When you bring joy, privilege and honor to fundraising, it is always productive -- and fulfilling.
  9. Clarity, authenticity and boldness attract money.

Tony Poderis' 9 Basic Truths to Fundraising (From Poderis, Tony (2002). Nine Basic Truths on Fundraising):

  1. Organizations are not entitled to support; they must earn it.
  2. Successful fund-raising is not magic; it is simply hard work on the part of people who are thoroughly prepared.
  3. Fund-raising is not raising money; it is raising friends.
  4. You do not raise money by begging for it; you raise it by selling people on your organization.
  5. People do not just reach for their checkbooks and give money to an organization; they have to be asked to give.
  6. You don't wait for the "right" moment to ask; you ask now.
  7. Successful fund-raising officers do not ask for money; they get others to ask for it.
  8. You don't decide today to raise money and then ask for it tomorrow: it takes time, patience, and planning to raise money.
  9. Prospects and donors are not cash crops waiting to be harvested; treat them as you would customers in a business.

Grant-writing Training. This training, conducted by Mike Crum for Duke University's Certificate program, will help you develop the basic skills for successful grant-writing. Many thanks to TMC Consulting of North Carolina for making this available!

Grantwriting Tools for Organizations. "A really wonderful starting point for anyone who is newer to the grant-writing and prospecting process" - recommended by fundraising consultant Angela Moreno.

Using Guidestar: The Basics. How to use Guidestar's Website to gather vital information as you define your foundation fundraising approach. Many thanks to TMC Consulting of North Carolina for making this available!

Search Tips for List-Building Efforts. An important source of growth in any organization's network is through list-building, the building of lists of contacts who care about your initiative. These contacts can become an important source of funding for your efforts. Here you will find tips on how to use Internet searches to develop your group's list. Many thanks to TMC Consulting of North Carolina for making this available!

Fundraising Databases recommended by fundraising consultant Angela Moreno:

US/Canada:

www.fundsnetservices.com
http://fdncenter.org
www.HRfunders.org
www.foundationsearch.ca
www.fundersonline.org

Europe:

www.efc.be

Foundation Center. The Foundation Center's FoundationFinder allows you to search for the foundation you've been looking for. If you find yourself in Atlanta, Cleveland, New York, San Francisco, or Washington D.C., we recommend you visit the a Foundation Center Library.

Foundations Online directory of grantmakers - recommended by fundraising consultant Angela Moreno.

Fundraising from the Heart, by Lynne Twist. The Fundraising from the Heart audiocassette course is a fabulous resource for fundraisers everywhere. CatComm owes a debt of gratitide to these tapes by legendary fundraiser Lynne Twist. Highly recommended.

The American Institute of Philanthropy is a nationally prominent charity watchdog service whose purpose is to help donors make informed giving decisions in the US.

The Chronicle of Philanthropy, the newspaper of the nonprofit world.

Guidestar: Donor's Guide to the Charitable Universe. Every US-based not-for-profit should register with GuideStar, an online database visited by donors of all types to verify details about your organization.

The Association of Fundraising Professionals (formerly NSFRE) advances philanthropy through education, training and advocacy of professional fundraisers.

The Council of Foundations. Promoting Knowledge, Growth and Action in Philanthropy.

The National Center for Charitable Statistics is the national clearinghouse of data on the nonprofit sector in the United States. NCCS is a program of the Center on Nonprofits and Philanthropy (CNP) at the Urban Institute.

Desiging a Communications Plan to Enhance Your Fundraising.

Maintaining the Pulse

Mind-Mapping: How to Make a Mind Map. Mind mapping is a "graphic technique which provides a universal key to unlocking the potential of the brain."

Ten Steps to Stronger Nonprofit Communications

Why Nonprofits Fail (list reprinted from University of Pennsylvania Fels Center of Government 2000 Course in Nonprofit Management)

  1. They stray from the mission (institutional hubris; silencing criticism, calls for reform).
    They neglect strategic planning (aimlessness; inattention to the environment; lack of clarity about purpose, direction, priorities).
  2. They don't rigorously evaluate their work (self-protection; reluctance to set measurable goals).
  3. They fail to communicate with their stakeholders (asking the 'customers' what they think; secrecy; weak at 'friend-raising').
  4. They get the wrong people as volunteers and staff (boards that aren't sufficiently involved; boards that are too involved; boards and staffs enlisted with scant regard to the mission).
  5. They resist helpful collaborations.
  6. They don't pay enough attention to finances (over-reliance on a single funding source; not understanding true cost of services; ignoring danger signals).

Game Rules for Working with Complexity (reprinted from PlaNetwork's annual conference flier)

  1. Engage: converse with, rather than present to, each other (nourish those relationships).
  2. Share what you know, communicate as you go.
  3. Use what you get. Put the ideas to work; play with them.
  4. Optimize your own "patch" (work group, project, company, affinity group, or community of practice). Use what you get to strengthen your own interests while contributing to the greater whole.

Nonprofit Enterprise and Self-Sustainability Team - recommended by fundraising consultant Angela Moreno.

Executive Service Corps Affiliate Network - recommended by fundraising consultant Angela Moreno.

Nonprofit Guides. "Describes the lifecycle of a nonprofit organization in the U.S. A wealth of nonprofit information on any issue you can think of" - recommended by fundraising consultant Angela Moreno.

Tips for Conducting a "Documentary Interview" from interview techniques to lighting and sound. Published in the DVworkshops Newsletter.

Writing.com. Online community of writers helps you start a blog or writing portfolio, with numerous writing tools, email services and the chance to "meet and bond with fresh creative minds."

Jossey Bass Publishers. Nonprofit sector book publishers - recommended by fundraising consultant Angela Moreno.

Catcomm

© CatComm 2008