Philanthropic Service for Institutions Serving Seventh-day Adventist institutions and their philant

Web Name: Philanthropic Service for Institutions Serving Seventh-day Adventist institutions and their philant

WebSite: http://www.philanthropicservice.com

ID:112131

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Institutions,Serving,Seventh,

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PLEASE, PLEASE, PLEASE Stay Safe. We are praying for you. News and Notes As of November 1, 20205 Phases of Strategic Planning Strategic planning often unfolds in a series of five phases, with each phase building on the one that came before.When beginning a new phase of strategic planning, it is important to keep a few key questions in mind. This resource includes the five steps to employ while strategic planning, from planning to plan to monitoring your progress. Members only. Read more.3 types of ineffective nonprofit boards and what to doHealthy boards have a unique ability to advance their organizations mission-related goals yet are increasingly rare in the nonprofit world, consultant Alex Counts writes. Counts identifies three types of unsuccessful boards and shares ideas for restoring effectiveness, noting that [l]ack of diversity often compounds dysfunction. Full Story: Stanford Social Innovation Review online (10/5)The board s role in reviewing the Form 990What is the board’s role?In Part VI, Section A of the Form 990, the IRS asks whether the board receives a copy and what its review process is. To help your board review the completed form, download this checklist pertaining to governance. The form outlines key areas your nonprofit should address, such as:• compensation of board members• mission and programs• delegation of authorityDownload it here.5 steps to solving thorny, unpredictable problems Wicked problems such as the pandemic affect larger society, are unpredictable and require leaders who can clearly see the root problem, are willing to think through alternative solutions and are quick to pivot, write INSEAD professors Natalia Karelaia and Ludo Van der Heyden, citing their research. The ability to hold oneself responsible in front of people, particularly in defeat, is the hallmark of great leaders, they write.Full Story: INSEAD Knowledge (10/13)Many nonprofits unsure about 2021 fundraising eventsForty-eight percent of almost 100 nonprofits surveyed by the Peer-to-Peer Professional Forum are unsure whether they ll host in-person fundraising events next spring. Many organizations that have made a decision are planning virtual or hybrid events, the survey found.Full Story: Forbes4 steps for teams to envision and reach their goals Gabriele Oettingen s concept of mental contrasting can be applied to setting and achieving goals in a four-step process: clarifying your wish, outlining the desired outcome, identifying obstacles and planning how you ll overcome them, writes Alaina Love. Best of all, investing just five minutes of daily uninterrupted quiet time to practice the WOOP steps can up your game significantly, she writes.Full Story: SmartBrief/Leadership (9/28)Giving circles empower donors to act fast The pandemic has shed new light on giving circles and their ability to mobilize donors to make fast, informed and effective decisions, writes Alyssa Wright. As donors from different philanthropic communities move resources to support pandemic-related issues, many are beginning to cite that having been a part of giving circle prior to Covid-19 allowed them to make faster, better decisions when compelled to give, she writes.Full Story: Forbes (9/23)Why email is the wrong way to convey your feelings Use video presentations when you want to express deep, important emotions to others, but make a phone call when you re feeling ambiguous, writes Carmine Gallo, citing research from the University of Texas at Austin. Email, the study found, was the worst way to communicate emotions because people felt it was inauthentic.Full Story: Inc. (8/21) As of September 1, 2020Report: Giving during pandemic outpaces other disasters The philanthropic sector has received more than $11.9 billion in donations since the start of the pandemic significantly surpassing the relief funds raised after hurricanes Harvey, Irma and Maria and other disasters, according to the Center for Disaster Philanthropy and Candid. The economic, social and health impacts of the pandemic will outpace every donated dollar unless we support the most vulnerable among us, says Center for Disaster Philanthropy Vice President Regine Webster.Full Story: Wealth Professional (Canada) (8/27)Coalition debuts road map for foundation mergers The Council on Foundations has shared a four-step process to help foundations to more effectively handle mergers and acquisitions. A 23-page report outlines the road map process, offers four case studies and explains the steps, including due diligence, integration and communication.Full Story: The NonProfit Times (Morris Plains, N.J.) (8/24)The Organizational Budget Effect on Grantseekingby Ellen MowrerWith over 3,250 respondents to the 2020 State of Grantseeking™ Survey, our results can help you plan your grantseeking strategy and measure your organization s success. Year after year, we find that an organization s annual budget has the greatest impact on the grantseeking experience because it speaks to the size of the organization s staff, programs, and the scope of service area. While this is stating the obvious, respondents tell us that well-meaning stakeholders regularly suggest more grant opportunities than there are staff to process, as well as poorly matched grant opportunities. It is not an easy balance.For archived messages click here. ▪ Philanthropic Service for Institutions (PSI) in collaboration with the Adventist Learning Community(ALC) has produced a series of five integrated courses, “Understanding and Implementing Fundraising—Essential Principles and Practical Applications.”▪ This self-paced set of learning tools is accompanied by readings. The learner can take each course individually or the set as a whole, with continuing education credits available.▪ Learn the best information and practices in raising funds for your Church and projects! Now you no longer have to say, when fundraising is needed for your Church or related organization, “Where was I supposed to learn that?!” The answers are here, along with assistance available from PSI▪ Open the ALC website (www.adventistlearningcommunity.com) and search PSI to find the courses: Understanding and Implementing Fundraising: PSI Essential Principles and Practical Applications, Courses 1-5.▪ We look forward to hearing from you, and check out our website: www.philanthropicservice.com or general phone line and e-mail address: 800-622-1662; helpdesk@philanthropicservice.com.National Philanthropy Day (NPD)(November 15th) is the special day setaside to recognize and pay tribute to the great contributions thatphilanthropy–and those people active in the philanthropic community–havemade in our lives, our communities and our world. It reminds us of what wecan achieve and what lies ahead in the future. As we celebrate NPD andour achievements, we celebrate the promise of a better tomorrow.By Eddie ThompsonMy conversations with nonprofit leaders over the last few months have focused on where to go from here and the strategic planning process for 2021.With that in mind, I’ve decided to revisit the essential elements of a long-term fund-development strategy. As I wrote in Part 1, it’s all about the commitment to practices that keep your organization on the front side of the momentum curve.Among my recommendations for 2021 is to increase (socially-distanced) in-person donor visits but also to review the procedures for evaluating those visits. Defining success for all types of donor visits and establishing an evaluation process can be as important as the visit itself. Here are the reasons why.Continue ReadingEddie Thompson founded the unique Thompson Associates process in 1996 (then, under TrustMark Charitable Strategies) and later incorporating as its own entity in 2005. As CEO of Thompson Associates, Eddie provides leadership and direction to over 35 seasoned charitable estate planners with an inspiring sense of generosity, integrity and passion for helping others.Eddie serves as the Chair of the Charitable Estate Planning Institute, a 501(c)(3) public charity offering top level education on charitable estate planning for development staff, gift planning officers and professional advisors.Click here for Advice from the Expert archivesWe're Here to HelpWe invite you to contact PSI any time you feel you need a consultant, at any stage of your fundraising efforts. We are here for any type of help, and we can even share carefully-selected consultant names or firms.Books and ResourcesSuccessful Fundraising Are you planning a building project—a new church, addition, school building, or Community Service building? Do you wonder how you should go about getting the funds? Does it seem like your campaign for funds goes on forever? Are your members or constituents tired of talking about money? If you have these questions and probably many others, Successful Fundraising is for you. Explore the options below to see which edition is right for you. Written by Lilya Wagner, EdD, CFREA one size fits all strategy is not effective when it comes to philanthropy and fundraising in today s diversified environment. This book enables nonprofit leaders, board members, staff, and volunteers of nonprofit organizations to better reach diverse populations and incorporate perspectives that increase success by surveying the cultural context for philanthropic action. In the PSI Library or offered on Amazon in both Print and Kindle: Order on Amazon | View Praeger Publishers listing Where do I begin?” is the question most often asked when a new alumni or development director is hired at a Seventh-day Adventist academy. This handbook, created by Charlotte Henderson, answers that question by taking you through the steps to building and maintaining a successful alumni program. Topics include:BudgetsAlumni database and communicationsVolunteersRecognitionAlumni weekend and special eventsCreating an alumni constitutionResponsibilities of board membersAnd More.Please look up this special issue at AdventSource.  Your Future in Fundraising, by Dr. Lilya Wagner, is now available as a free download here:ResourcesThe PSI resource center has an array of documents, samples, articles, books, and other materials that will aid your professional activity and practice. Explore Resources

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