Checklists & How-To's

The Basic Proposal Development Checklist, by SolVE (2018). [pdf, 2 pages]

Recommended Reading

Boards on Fire! Inspiring Leaders to Raise Money Joyfully, by Susan Howlett (2010). Straightforward, clear, simple, great - this short, 80-page text can be read in a few hours and will light up your understanding of the obstacles that prevent boards from fundraising effectively and how to overcome them.

The Social Profit Handbook: The Essential Guide to Setting Goals, Assessing Outcomes and Achieving Success for Mission-Driven Organizations, by David Grant (2015). "For-profit institutions measure their success primarily by monetary gains. But nonprofit institutions are different; they aim for social profit. How do you measure the success of these social profit institutions, where missions are focused on the well-being of people, place, and planet? The Social Profit Handbook presents assessment and evaluation not as ends in themselves but as the path toward achieving what matters most in the social sector. The result: more benefits to society and stronger, more unified, more effective organizations prepared to make the world a better place." A wonderful and inspiring read!

Fundraising Bright Spots: Strategies and inspirations from social change organizations raising money from individual donors [pdf, 35 pages]. Jeanne Bell and Kim Klein, of Klein & Roth and CompassPoint (2016). Commissioned by the Evelyn and Walter Haas, Jr. Fund to address chronic fundraising challenges. Highlights 16 organizational mindsets derived from a study of progressive organizations with limited budgets and small staffs that nonetheless have robust individual giving programs: "Being genuine about who you are and what you stand for as an organization is core to fundraising success. ✸ Fundraising is a form of organizing and power-building, not merely a strategy for financing the organization’s work. ✸ Fundraising is not the purview of a select group of professionals, but a process, if well-supported, that anyone can engage in . . ."