THE DONOR RETENTION

whitePaper | April 6, 2020

Philanthropy has always been centered on individuals giving back to causes that ignite an emotional response. In recent years, this emotional connection to important causes combined with controversial political events has produced a new type of giving that many have dubbed “rage philanthropy” or “rage giving.” Americans today are making more political donations than they were two decades ago, highlighting the fact that they are engaged in political issues now more than ever before (Hughes, 2017). Political events and changes to major legislation can influence the way donors engage with your nonprofit—and understanding rage philanthropy can help your organization increase giving opportunities.

whitePaper | July 30, 2021

Nearly all companies engage in corporate philanthropy as a means of giving back to the communities in which they operate. This includes financial contributions, product donations, in-kind services, and employee matching and volunteering. Technically, a corporate foundation is classified by the Internal Revenue Service as a type of 501(c)(3) public charity called a “private non-operating foundation.” The Internal Revenue Code does not distinguish corporate foundations from family foundations. Both are subject to the same regulations. From a practical stand point, however, there are differences in funding and governance. A corporate foundation is funded by a company, instead of an individual or family. And the board members of a corporate foundation are typically company executives. However, only a fraction of these companies take advantage of the additional benefits that come from adding a corporate foundation to their philanthropic efforts. This toolkit will help you understand the benefits of a corporate foundation and provide an overview of the operational requirements.

whitePaper | March 4, 2020

The look on her face said it all. “You want me to create a strategy for every single one of the donors on my caseload? Are you kidding me?” This is usually the reaction our team at Veritus Group gets when we tell MGOs that this will be one of the first things they need to do if they want to become successful with us. After the initial shock wears off and denial turns to acceptance, we get to work. We don’t skirt the enormity of the task. It is HARD work. We realize that. If it were easy, everyone would be doing it. But they are not. And this is one of the reasons that MGOs, and ultimately non-profits, struggle with their major gift programs… they don’t have a plan. In this paper, we’re going to share with you a step-by-step process on how to put together a strategic plan for each donor. This is the same process we use with our clients to help them overcome what they think is insurmountable. Once MGOs start working on this process, they realize that not only is it possible, but it’s necessary for them to stay on task and become successful.

whitePaper | June 1, 2022

When you are trying to get to the same place as everyone else, you can use the same map. But when you are blazing your own trail, those directions might help you get started, but they won’t get you where you ultimately want to go. With financial reporting, you need the standardized reports that everyone uses—such as a cash flow statement or budget to actuals—to give you an understanding of where you sit financially. These reports also help you see how you compare with industry benchmarks and other not-for-profit organizations. Knowing that the entire industry is seeing their expenses increase because of inflation makes your tighter margins easier to understand.

whitePaper | November 21, 2019

Considering cause marketing? Whether you’re a business that wants to support a worthy cause or a nonprofit that wants to amplify your fundraising efforts, this white paper will help you forge a sustainable, compliant cause marketing partnership.

whitePaper | November 4, 2021

The primary purpose of this publication is to present an accessible guide on the many topics pertaining to the process of starting a 501 (c)(3) organization with the sound construction needed to be successful and sustainable. The materials presented are based upon nonprofit best practices, and though there will be a brief mention of other types of tax exempt organizations for educational purposes, the focus of this guide is on the 501 (c)(3) organization. It is the Oklahoma Center for Nonprofits’ mission to educate nonprofit leaders and staff on best practices so that they can grow, develop, and accomplish their stated missions.