2017 Complete Toolkit

whitePaper | October 28, 2021

A recent survey sent to over 1,000 foundations and nonprofits showed that both stakeholders agree that collaboration is the key to tackling complex issues. However it also illuminated a lack of alignment around key outcomes of collaboration and the advantages it can offer. So how can we create an optimal approach to collaboration, reaping its potential benefits, if we aren’t all approaching partnerships with the same goals? Learn more about the findings of the survey in this new report from UpMetrics, and get your next steps to set your organization up for success with future collaborative efforts.

whitePaper | November 4, 2019

Did you know 76% of customers expect companies to understand their needs and expectations, and 59% say personalized engagement based on past interactions is very important? Customer expectations are higher than ever, and marketers are trying to fulfill those expectations. But what does this have that to do with a nonprofit? Well, constituents engage with a nonprofit the same way they do with a company. They explore your website, research your mission, and sign up for newsletters, but instead of buying a product, the result will be to donate, volunteer, or become a member. Personalized messaging throughout this process is extremely important.

whitePaper | January 17, 2020

Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that currently advises on and manages more than $200 million in annual giving by individuals, families, corporations, and major foundations. Continuing the Rockefeller family’s legacy of thoughtful, effective philanthropy, RPA remains at the forefront of philanthropic growth and innovation, with a diverse team led by experienced grantmakers with significant depth of knowledge across the spectrum of issue areas. Founded in 2002, RPA has grown into one of the world’s largest philanthropic service organizations and, as a whole, has facilitated more than $3 billion in grantmaking to nearly 70 countries. For more information, please visit www.rockpa.org.

whitePaper | June 7, 2022

We saw a leveling off in email incidents such as spam and spear phishing, probably related to the use of more tools to protect email. Successful malware attacks declined significantly; whether from protective tools or from a shift in the attack landscape remains to be seen. However, our report shows the blanket risk of cyber fraud attacks on our sector, as in the for-profit and government sectors, is unabated and rising.

whitePaper | January 29, 2020

To address high drug prices and the challenges they create for access to drugs, organizations have been exploring and working to create nonprofit pharmaceutical companies. These nonprofit companies prioritize drug access and affordability in the United States as core components of their mission. In the current federal policy landscape, however, there are specific incentives for the operation of for-profit pharmaceutical companies that do not similarly benefit their nonprofit counterparts, as well as several other barriers to sustainability for nonprofit companies.

whitePaper | March 25, 2020

In their seminal article, "Nonprofit Starvation Cycle", Ann Goggins Gregory and Dan Howard exhort nonprofit finance professionals to report to funders the real costs of running nonprofit organizations. The authors explain that the popular trend to restrict funding to specific programs without accounting for infrastructure expenses leads to an unintended consequence, a "nonprofit starvation cycle", where charities cease to function because they can't pay for overhead costs, such as administrative employees, computers and electric bills. To break this unhealthy cycle, the article encourages nonprofits to recalibrate funder expectations by providing accurate financial reports and other supporting information to reflect the true costs of nonprofit operations.