Case Statements: Know Your Audience and How to Reel Donors In

A case statement is much like an elevator pitch. It’s your first shot at grabbing your funder, tugging at his or her heart strings, and convincing him/her to give to your organization. In today’s progressive and ever-changing fundraising landscape, one-pagers are no longer cutting it for foundations and philanthropists. It’s 2017. When was the last time you felt particularly moved by size 12 Times New Roman Font on a white piece of paper? After a program officer reviews thousands of case statements, even the most noble missions can become lost in mass mailings or foundation appeals. Here’s how you can stand out.

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Nonprofit Leadership Center

The Nonprofit Leadership Center is Tampa Bay's center for nonprofit education. We believe the work of nonprofits drives positive change in a society. We believe knowledge gained and shared collectively fosters leadership. Our mission. We develop and connect nonprofit leaders to strengthen organizations and our community.

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Nonprofit Management

Non-Profits Impacting the Economy

Article | July 14, 2022

While it's obvious how non-profits directly improve people's lives, their positive contributions to the US economy are frequently overlooked. A closer examination reveals that non-profit organizations have a large and far-reaching impact on the American economy. Non-profits, in fact, improve and strengthen local, state, and national economies in a variety of ways, including the following: The more than $826 billion spent on salaries, benefits, and payroll taxes by non-profits each year accounts for a sizable portion of their nearly $2 trillion annual budget. Non-profit employees also pay taxes on their salaries, as well as sales taxes and property taxes on what they own. Non-profits that provide care for children or elderly parents allow family members who would otherwise be responsible for providing care to work outside the home. Non-profit organizations also offer job training and placement services to people who would otherwise be unemployed or underemployed. Non-profits spend nearly $1 trillion on goods and services each year, ranging from large expenses like medical equipment for non-profit hospitals to small purchases like office supplies, food, utilities, and rent. Non-profits have an even greater impact because they generate economic activity and jobs that spread throughout the community. Consider arts programming as one example. By attending a play at a local non-profit community theater, you likely helped local businesses as well as the cast, crew, and administrative staff. Have you paid for parking? Did you purchase the appropriate earrings, shoes, or tie for the occasion? Did you eat before the show or meet up with friends afterwards? If this is the case, you have increased the economic impact of that theater by helping to create more jobs in the local economy while also increasing tax revenue for the local government. Have you ever noticed how local non-profits are frequently mentioned in brochures for local chambers of commerce as a top reason for businesses to locate there? Many cities are proud of their beloved cultural amenities, such as non-profit museums and performing arts centres. Non-profit colleges, which demonstrate the value of an educated workforce, and non-profit healthcare facilities, which reinforce a commitment to well-being, are also common features. While these local icons are rarely labelled as "non-profits" in brochures, business leaders intuitively recognize the enormous value that local non-profits contribute to the community's quality of life.

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Nonprofit Management

The Power of Film for Philanthropy

Article | July 13, 2022

Having worked in Hollywood for most of my career, it will come as no surprise to anyone that I champion the power of film for storytelling. However, as my life has headed down a different route, one of philanthropy and charity work, it has become increasingly apparent that the role of film in philanthropy is a crucial one and one that should never be underestimated. Unless they see something with their own eyes, people can find it hard to translate what they read on a page into reality. This is where the power of film for philanthropy comes in. By showing people the facts of a situation, you bring that into their lives, and you pique their interest. You create a connection between the viewer and the charity so that connection can be built upon to gain more support. I had seen this connection first-hand recently when I helped make videos for the 'Children of War Foundation' that highlighted the stories of the refugee students at COWF's School of Dreams. At that point, I had numerous friends who contacted me, saying how they were moved by the content and how they immediately donated after seeing these stories. Philanthropy depends on sharing our experiences, both good and bad, in order to share struggles and achievements. By filming on-the-ground in war zones, or gaining access to share footage of sensitive situations, we can reach people and make them aware of what is happening, and how they can help. Using video footage, a charity or a campaign can amplify their message and support 1,000-fold. It has been proved that donations increase once a video appears on a website or on a social media platform showing the suffering it is trying to help. Having worked on a Facebook/Instagram show, I have learned the importance of content being "shareable" and the massive amount of impact and views content can have if it is. Let me explain a little about why I have come to these conclusions and what drives me. Through film, I can address and contribute solutions to broader world issues; that is my purpose and ambition now. I know how to create films in a way that inspires people and drives them to action. Unfortunately, many non-profits don't know how to utilize storytelling through film, so if I see a way that I can use media to help their cause, I will offer my expertise free of charge, and urge philanthropists, in general, to investigate how they can use film to share their message. One recent example is when I was invited just this past week at the Cannes Film Festival to watch and speak at a round-table discussion for multiple short-form videos made by the UN Refugee Agency (UNHCR), showcasing the various stories of refugees they have worked with. It was clear to me and others attending how important the messages of this content were, and it sparked a big discussion of how to further this kind of impact by sharing refugee stories in a way that is compelling and understandable to a wider audience. Images Need to Have Impact And now to the Children of War foundation (COWF), which has taught me so much about philanthropy and how charities work. I have traveled to regions from Jordan to Navajo Nation to document the foundation's work so that they can promote it on their website, in the media, and on their social media platforms. Most recently, I traveled for COWF to Ukraine to deliver medical supplies to two hospitals. Traveling through warzones with both active bombings and absolute destruction from past attacks, I saw things I never thought I would encounter. It was both the most rewarding and terrifying experience of my life, but it was essential. By making that journey and shooting footage of the realities of war, I am helping share the work and mission of COWF and in turn, that of so many charities risking lives to help the innocent civilians caught up in this and other atrocities around the world. Having traveled to and filmed in refugee camps, most recently to Jordan with my daughters Sophia and Georgia last winter, I know first-hand the impact of war on children. But I have also seen how my films have brought about awareness and support from a greater audience for the charities I help, and this is where my commitment lies. The images we see of the refugee crises around the world are not impactful enough. We need to show the harsher images so that the world grasps the severity of the situation and the everyday human toils, while also understanding that people are people, and making that connection to close the gap of the too well-shared idea of "us and them" when it should be just "us." Clearly, women and children are often the most hard-hit in these wars, but unfortunately, they are also the most overlooked. Because of this, I am a strong proponent of showcasing their stories specifically but also pushing the idea of sustainable aid. The average refugee is displaced for 15-20 years, which is the entire childhood for kids who were displaced at a younger age, making it all the more important to ensure they have access to education and opportunities wherever they are. When sharing this information and pushing for sustainability, helps to educate a greater audience and break the cycles of giving short-term aid that often may not solve the real root issues. Of late, I have frequently said that the Ukraine war is the first TikTok war - the first whereby imagery of those involved on-ground is shared as much as that filmed by mainstream media. This is good; it is getting the horrors of war out there for all to see directly. While this information is often brutally honest, by being subjected to these images, we are given the truth of the situation and often compelled to help. Cinematography is prompting philanthropic action. I find it hard to take any positives from the current global situation. However, in such scenarios, ordinary people like you and I have often responded to the call to action and explored ways to help in the past. So how do philanthropists and charities go about using film for good? They need to know how to make content, whether as a short film, an Instagram video, etc., in a way that inspires people. Many non-profits don't know how to use storytelling, but if they can recruit those who do, it could be of great help. Especially if done with respect for the organization's work and wanting to share its story rather than sensationalize it. If this can become a movement, we can see the real impact of film-making in philanthropy.

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Nonprofit Management

How Nonprofits Can and Should Approach Machine Learning and AI

Article | July 15, 2022

Nonprofits can learn a lot about technology, operations, and more from companies in the for-profit sector. One technology that has been gaining popularity among c-level executives is machine learning and its contributions to modern Artificial Intelligence (AI). Since true AI — the ability for computers to process unstructured data, form conclusions, and take action — is not yet on the horizon of possibilities, machine learning models have become synonymous with AI.

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Why Protecting Donor Data Is No Longer Optional

Article | December 17, 2021

Data is the new currency boosted by artificial intelligence and the pandemic — obviously impacting society in small and significant ways, such as with immense data collection. It's an asset that we all have (our information), and it's precious to governments, corporations and, yes, nonprofits. But not everyone is using data wisely (e.g., safeguarding it), and some are taking advantage of this opportunity. As a result, data gets compromised and put at risk of being stolen or misused, including by nonprofits who haven't invested in cybersecurity. In short, we've reached a moment where the privacy lights are blinking red, and nonprofits must invest in cybersecurity. Protecting donor data is no longer just something nice to do. It's essential, and donors will move away (as well they should) from nonprofits that don't protect their information by having transparent and clear data policies. To put this in perspective, think of companies like Facebook and Google. They know your full name, location, interests and more about you (and your donors) than you might think. These large corporations also know everything about what you do online: where you've been online and who you've chatted with (and when). Inevitably, nonprofits are getting on the data bandwagon to better target and predict how and when donors will give. And while a growing number of tech companies provide fundraisers with much better insights and abilities to raise more money with the use of data, we need to ensure there's a balance. Moreover, nonprofit leaders must know what's involved in obtaining and securing donor data. Data Is the New Gold Data is a commodity for all organizations, from small businesses to Fortune 500 companies and nonprofits. About 97 zettabytes of data exist now, and by 2025, it will nearly double, which is astounding. And we're in a time when you have to use data information to grow and sustain your organization to compete and stay afloat. In other words, it's not an option. However, it’s vital to internalize the message that data is the new gold in the digital era, and it needs to be protected. In other words, cybersecurity is critical. First, the world had the GDPR, which affected U.S.-based companies and nonprofits. Then California created a privacy law, Virginia, and recently Colorado, with other states following. Protect Your Data From Corporate Invasion We need to understand where and how it gets collected to protect everyone's data. In other words, nonprofit leaders don't get a pass on the fact they can't understand technology. No one's saying you have to learn how to code, but you do need to understand the implications of the data your organization collects. For instance, your marketing team probably has Google Analytics set up. As a leader, you need to understand what information gets collected because sooner or later, your donors will ask you. You should understand if and how your web presence collects data, such as the location, operating system, browser type and more from those who visit your site. You should realize that nonprofits, and probably your own, use that information to cater ads and increase conversions on their sites. For example, suppose a donor visited a New York City education nonprofit’s website last week, and now the same donor visits a nonprofit school in Boston. In this case, the one in Boston will know that visitor is highly interested in education since it’ll recognize the browser the visitor used. Even with the most basic tracking and data collection, the chances are that your organization collects this information by using something called "cookies," which store information on a computer or mobile device when someone browses certain websites. Google has an advertising network where advertisers can place ads related to what Google thinks you're interested in — based on things like what websites a person visited or what YouTube videos they watched. Advertisers, including nonprofits, pay Google every time someone clicks on their ads. Google also uses cookies to track browsing habits to show these targeted ads across different devices (e.g., computers, tablets, phones). Although the use of cookies is evolving, the point is that donors know this. Do you? Stop Corporations From Tracking You and Your Donors If you want to keep data safe on the internet, it's vital to curb certain behaviors. First and foremost, realize that the information captured on social media and the engagement from your followers gets transmitted to Google and Facebook, for instance, which, in turn, sells all of it. Second, think about the tools you're using online to engage with donors. For instance, do you want the Facebook Messenger service or chatbots communicating with your donors and collecting their data? It's essential to inform and obtain consent from your donors on how you collect and use their data and make them aware that things aren’t so simple with social platforms, for instance. Use Services That Don't Collect Unnecessary Data One way to safeguard nonprofit communication data is by using services that don't collect any information. For instance, instead of using SMS texts to communicate with your donors, how about using encrypted platforms, such as Signal? Be careful with WhatsApp, as Facebook owns that one. Sure, these services may be a bit more of an inconvenience, but they don't collect personal information, which donors will appreciate. Beware of Free Services and Applications In the digital age, nearly everything has a price. Platforms like Facebook and Google offer you a "free" service in exchange for information. As the saying goes, if you're not paying for it, then you and the data are the product. It means that when you use these services, they give your nonprofit data to advertisers — for a fee from which you do not benefit — to make money off of your donor data and information. Conversely, nonprofits need the data to reach and better interact with donors in the digital age. Therefore, it's a careful balancing act of not taking data for granted and being mindful of the services you use and why. Data as a Premium Commodity Data is undeniably a more sought-after commodity. In fact, it’s now a highly precious and premium commodity. Companies currently spend billions of dollars on data mining and analysis. This happens by using "data brokers" that collect information from public records, surveys, and other databases and then combine them to create detailed reports about people's lives. However, nonprofits should realize the ethical difficulty they face and work with vendors and providers emphasizing ethics and security. Moreover, nonprofits can't stick their collective heads in the sand, and speak honestly and openly with donors about their data. In sum, we need to take data protection seriously: to protect ourselves and donors from abuse, extortion or identity theft!

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Spotlight

Nonprofit Leadership Center

The Nonprofit Leadership Center is Tampa Bay's center for nonprofit education. We believe the work of nonprofits drives positive change in a society. We believe knowledge gained and shared collectively fosters leadership. Our mission. We develop and connect nonprofit leaders to strengthen organizations and our community.

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Fundraising,Nonprofit Technology,Financial Management

Armanino Leverages Predictive Analytics to Help Nonprofits for Fund Planning

Armanino | January 20, 2023

The national accounting and consulting firm Armanino LLP recently announced the launch of its Strategic Development Outsourcing (SDO) service, giving nonprofit organizations the only resource in the accounting and consulting fields. SDO, the new service, brings a purposeful development approach powered by analytics and data to help organizations to focus on internal resources to obtain maximum performance. The three-phase approach is used by Armanino's Strategic Development Outsourcing service to drive the results for the nonprofit's funding. The first phase of three is to provide an in-depth analysis of the organization's present fundraising performance compared to the benchmarks of other nonprofit organizations. The second phase identifies potential funding gaps and builds a three-year development model using predictive analytics. Finally, the third phase is to provide expertise to support bridging the funding gap and design a strategy for the nonprofit's funding. Armanino provides ongoing support for custom report creation with donor analytics, maintaining a donor database, assisting with significant gift planning, donor segmentation, planned to give, detailed fundraising analysis, and compliance functions. The company's SDO service evaluates organizations' current donor base using many industry-leading strategies, to help them source new prospects and gauge individual, corporate and institutional funding. The service has the power to provide access to previously inaccessible solutions and data tools, allowing the organizations to take complete advantage of the collective resources and expertise provided by Armanino's state-of-the-art consulting practice offers. About Armanino Founded in 1969 as an accounting and business consultancy, Armanino LLP is one of the top 25 Certified Public Accountants in the nation. The company provides business management, an integrated set of audit, tax, and technology solutions and consulting regionally and nationally. It offers services to companies in every stage of the business. Armanino focuses on intelligent technology and is one of the leaders in the cloud revolution of financial, operational, sales, and compliance tools that are changing the way companies do business. The company is an independent member firm of Moore North America Inc. (MNA), a regional member of Moore Global Network Limited (MGNL), one of the leading accounting and consulting membership organizations.

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Fundraising,Nonprofit Technology,Financial Management

Armanino Leverages Predictive Analytics to Help Nonprofits for Fund Planning

Armanino | January 20, 2023

The national accounting and consulting firm Armanino LLP recently announced the launch of its Strategic Development Outsourcing (SDO) service, giving nonprofit organizations the only resource in the accounting and consulting fields. SDO, the new service, brings a purposeful development approach powered by analytics and data to help organizations to focus on internal resources to obtain maximum performance. The three-phase approach is used by Armanino's Strategic Development Outsourcing service to drive the results for the nonprofit's funding. The first phase of three is to provide an in-depth analysis of the organization's present fundraising performance compared to the benchmarks of other nonprofit organizations. The second phase identifies potential funding gaps and builds a three-year development model using predictive analytics. Finally, the third phase is to provide expertise to support bridging the funding gap and design a strategy for the nonprofit's funding. Armanino provides ongoing support for custom report creation with donor analytics, maintaining a donor database, assisting with significant gift planning, donor segmentation, planned to give, detailed fundraising analysis, and compliance functions. The company's SDO service evaluates organizations' current donor base using many industry-leading strategies, to help them source new prospects and gauge individual, corporate and institutional funding. The service has the power to provide access to previously inaccessible solutions and data tools, allowing the organizations to take complete advantage of the collective resources and expertise provided by Armanino's state-of-the-art consulting practice offers. About Armanino Founded in 1969 as an accounting and business consultancy, Armanino LLP is one of the top 25 Certified Public Accountants in the nation. The company provides business management, an integrated set of audit, tax, and technology solutions and consulting regionally and nationally. It offers services to companies in every stage of the business. Armanino focuses on intelligent technology and is one of the leaders in the cloud revolution of financial, operational, sales, and compliance tools that are changing the way companies do business. The company is an independent member firm of Moore North America Inc. (MNA), a regional member of Moore Global Network Limited (MGNL), one of the leading accounting and consulting membership organizations.

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