Bright Nonprofit

Asking for money is tough. Let’s face it, not many of us enjoy the prospect of approaching somebody and asking them for a donation. But what it the person your asking is a corporation (they are people, you know). Talk about being nervous…

Sitting in a board room and asking for money from a business can be intimidating. But this is just what our guest, Carolyn Appleton, does for a living. Carolyn shares with us her experiences working with nonprofits and how she helps them find donations from businesses.

Also, I announce the upcoming “Ultimate Crowdfunding Course”. It’s a four part webinar course that will help you set up your next crowdfunding campaign from start to finish. You can learn more about the course on the Ultimate Crowdfunding Course page.

Carolyn Appleton's website: carolynmappleton.com

Carolyn's Twitter page: twitter.com/carolynappleton

Guidestar: guidestar.org

Asking Matter website: askingmatters.com

Nonprofit Technology Network: nten.org

Make a Good Impression: Nonprofit First Impressions

Getting your 501.c.3 just got faster, easier and cheaper. In this podcast we talk about the new form 1023 EZ with Nonprofit Ally contributor James Gilmer.

But once you get that 501.c.3, then what do you do?

Well, that is just what Becky Straw, co-founder of The Adventure Project, talks to us about. The Adventure Project helps people in developing countries acquire the skills necessary to find jobs that meet specific needs in their local communities. In just over three years they have become a sustainable nonprofit with over 5,000 donors and have helped nearly 600 people find jobs in their local communities. Becky talks with us about the start-up process and what it took for them to achieve such a high level of success in such a short time.

Jame Gilmer (New Ally) article: “Get your 501c3 Fast – Tax Exempt Status Just Got EZ-ier”

Harbor Compliance

1023 EZ Qualification Requirements

The Adventure Project Website

Becky’s blog: BeckyStraw.com

Getting your 501.c.3 just got faster, easier and cheaper. In this podcast we talk about the new form 1023 EZ with Nonprofit Ally contributor James Gilmore.

But once you get that 501.c.3, then what do you do?

Well, that is just what Becky Straw, co-founder of The Adventure Project, talks to us about. The Adventure Project helps people in developing countries acquire the skills necessary to find jobs that meet specific needs in their local communities. In just over three years they have become a sustainable nonprofit with over 5,000 donors and have helped nearly 600 people find jobs in their local communities. Becky talks with us about the start-up process and what it took for them to achieve such a high level of success in such a short time.

Jame Gilmores (New Ally) article: "Get your 501c3 Fast – Tax Exempt Status Just Got EZ-ier"

1023 EZ Qualification Requirements

The Adventure Project Website

Becky's blog: BeckyStraw.com

Imagine having to raise $6.5M, find 2,700 volunteers, hire 12 staff members, get corporate sponsors and host, house and feed 2,000 visitors from nine countries - all in a two year time span. This is what Karen Lane, general manager of the Fairbanks 2014 Arctic Winter Games, was tasked to do - and she pulled it off.

In this interview Karen talks with us about how she undertook managing such a massive project. Here are some highlights from her interview.

• Keys to hiring staff: must have necessary skill set, must be team players, must handle stress well, must have "can-do" attitude. Karen also notes that is it important to have regular staff meetings to keep everyone on the same page and enhance communication for the organization as a whole.
• Getting sponsors: go for the big bucks first - they need the most lead time for the budgets, find a person who is not afraid to "ask", over different levels of sponsorship
• Recruiting volunteers: offer incentives(shirts, tickets, dvds), keep training's short and to the point, offer a flexible schedule of training opportunities, say thank you, keep them informed
• Planning: have contingency plans for EVERYTHING, plan early, delegate to committees and staff.
• Marketing: Be everywhere. Not everyone is on Facebook. Some people only use Facebook. Others just read emails. While others want to see info on your website. Have booths at fairs, Be in parades. Visit the schools.
• Fundraising: in kind donations can provide a lot of resources, offer donors perks (tickets, shirts, recognition), make donating easy
• It's hard to summarize everything Karen had to offer in this interview. In fact even the interview doesn't summarize the massive accomplishment of pulling of such a large and successful event.

Website, 2014 games: www.awg2014.org

Website, Arctic Winter Games: www.arcticwintergames.org

Email Karen: Contact Karen

In this episode I talk with Thomas Wrobel from the Nonprofit Legal Center (nonprofitlegalcenter.com). Tom is a lawyer with 17 years of experience. He specializes in nonprofit law. Tom answers some basic legal questions you need to ask yourself when you apply for 501.c.3 tax exempt status. His advice will help you prepare your IRS form 1023, so you can get your 501.c.3 tax exempt status for your nonprofit. Here are some of the questions he answers in this interview:

Check the IRS website to see if you fall within their guidelines. You can do that here: http://www.irs.gov/Charities-&-Non-Profits/Charitable-Organizations/Exemption-Requirements-Section-501(c)(3)-Organizations You can also do a Google search and see if there are other organizations that provide similar services to yours that already have their 501.c.3.

You do not have to be a 501.c.3 until you reach an annual revenue of $7,500/year. If you exceed this threshold you can find a fiscal sponsor. Basically, you would operate under the umbrella of an already existing 501.c.3 nonprofit. It is recommended you start the 501.c.3 application process as soon as you can.

Churches, synagogues and mosques are organizations that have weekly services and have a congregation. Churches are automatically tax exempt (even without their 501.c.3). But, if you get your 501.c.3 you can be a tax deduction for your donors AND you do not have to file an annual form 990. Let’s repeat that. A church that is recognized as a 501.c.3 does not have to file tax form 990! Ministry or afterschool religious based programs become tax exempt once they have their 501.c.3 status. Religious organization (not churches) will still have to file IRS tax from 990.

Recruit members that are assets to your organization. Look to community members that have skills that meet your needs (fundraisers, grant writers, marketers, laywers, etc). Avoid having relatives on your board. It is technically OK to have a relative on your board but it can raise a red flag with the IRS - best to avoid this.

Your budget is your best guess. Include your expected fundraising revenue, any program fees you expect to collect and figure in your office expenses (phone, computer, copier). Be sure your revenues and expenses balance out. It is OK to carry over a little revenue into the next fiscal year. But if you carry over to much profit – or run to large a deficit – this will raise a red flag with the IRS. Your budget is a “guess-timate”. Do your best to balance your revenue and expenses for each fiscal year.

Thomas Wrobel: Mr. Wrobel has assisted hundreds of organizations, across the country and internationally, in successfully attaining nonprofit tax exempt status with their state and the IRS. He is committed to making life easier for people who are doing good work in the world. You can reach Tom through his website at: www.nonprofitlegalcenter.com In this episode we mentioned the NOLO guide to starting a nonprofit. You can learn more about this book using the link below:

Raising money using crowdfunding has fast become one of the most popular ways to raise money. This podcast video presentation goes over many ways you can insure your crowdfunding campaign maximizes your ability to raise money. By setting up a strategic plan and have you content and resources lined up prior to launching your campaign you can literally double your chances of a successful campaign. Below is the outline I used during the presentation. It is just an outline. If you want to hear all the good detail, then watch the podcast. Also, pasted below is the slideshow I used during this presentation. It is the same slideshow that is in this podcast, just without any audio. I hope this is helpful. 1. ELEMENTS OF YOUR CAMPAIGN PAGE

a. Intro Video is most important part of your page

i. Emotional compelling story ii. Under three minutes

b. Connect EVERYTHING

c. Your Pitch

i. What you will use $ for ii. Why you need it iii. How much it will cost iv. How it will help your mission v. What is the time line vi. Have you raised any money already 2. PREPARING TO LAUNCH (TWO MONTH IN ADVANCE)

a. IDENTIFY WHAT AND WHY

i. What are you raising money for and why do you need it.

b. WHAT ARE YOUR GOALS

i. How long will it last and how much will you raise.

c. WHO IS HELPING YOU

i. Creating content, sending thank yous, raising money, making phone calls, set up back accounts, post flyers, run social media campaign

d. WHAT IS YOUR BUDGET

e. WHO IS TARGET AUDIENCE

i. Demographics, niche vs general – this will determine your content ii. Do you have an email list, can you create one, iii. How about addresses and phone numbers 3. PREPARE YOUR CONTENT

a. your pitch letter/email

b. Your thank you letter

c. Campaign content

i. Try explaining your value proposition to a five year old. If they get it, you’re golden. If they love it, put them in your video.

d. your video/photos

e. blog updates

f. your social media post for milestones, 30%, 300th like, $5000

g. social media contest, like/share contest, give-a-ways

4. KICK OFF

a. 30% rule – start with your inner crcle

b. Mailing list – how often to email

c. Social Media

d. Blog/Website

e. Launch Party with friends, family and co-workers.

f. Start with your closest contacts first

g. Use facebook messaging

h. Most $ comes in at beginning and end – reverse bell curve

i. Many crowdfunding sites use traffic and early success as indicators of which projects to feature. IndieGoGo states that 50% of deciding who gets featured comes down to “pageviews, number of funders, % of goal completed.”

5. MAINTAIN THE CAMPAIGN

a. Press Releases – multiple so can follow progress, don’t expect response until 2/3 toward goal (find examples) b. Updates on blog, website and/or campaign c. Thank yous - auto and written d. Social Media Post e. Keep it active – no set it and forget it

8. CLOSING THE CAMPAIGN a. Send perks, maintain relationships. Now you have a mailing list

Many nonprofits will host an event of some type over the course of the next year. It may be as simple as a member meeting or more complex like a multi-day music festival. In either case, a successful event entails planning, coordinating, outreach and management. In this episode I talk with Jessica Edwards, the Executive Director of the Southeast Alaska State Fair, who talks with us about how she and her team pull-off hosting and average of one event per month. This includes a four day state fair, a two day beer festival and a one night film festival. Jessica walks us through the process of organizing a large event. This includes planning/preparation, marketing, hosting, contingency planning, and post event wrap up.

• If you hold more than one event each year, it is a good idea to cross-market upcoming events with the current events your are advertising. This way you can introduce other events you host when people sign-up or order tickets for your current event.
• Be sure that you are branding your events with your logo, the event logo and any original art that you may use.
• Be sure to advertise on all available mediums. This include: social media, posters, newspapers, radio station, flyers, pamphlets, website and word of mouth. Be all everywhere.
• Use scarcity! If your event has limited tickets available, then use that to your advantage. Jessica tells us that their beer festival has 1400 tickets available and they sell out in hours.
• What is "special" about your event? Location? Guest speaker? Art? Entertainment?

• Start early. Very Early.
• Make a list of your needs (credit card processor, poster art, hall rental, guest speakers, sponsors, etc) and put them on a timeline for completion.
• What is your budget?
• Do you have to build or order anything? These things typically take more time than you think. Plan early.
• Line up and lock-in your speakers, entertainment, etc early and make sure they are available for your event.
• Identify the needs you will have during the event and start lining up volunteers. Be sure to match a volunteers skills to their duties. This will help volunteers feel more like they contributed.

• Meet often with staff and volunteers. This will keep everyone on the same page and help you prioritize any last minute needs. This also works as a team building exercise.
• Keep a list(s) and visit it often. Keep it updated.
• Set up a communication system. Are you going to use handheld radios, cellphones, email, etc?
• Have a contingency plan. What happens if the power goes out? Are you prepared for a medical emergency? What is a volunteer or staff member is sick and can't show up?
• If you are the one running the event, then do not get caught up in taking care of things your self. Find a volunteer and delegate this responsibility. Keep your eye on the big picture
• Know who your "go to" people are. Who is the tech person, the medical person, the maintenance person, etc?

• Have a plan for what needs to be done once your event is over. This may include clean up, thank you cards, returning of rental equipment, etc.
• Post event activities can effect whether someone returns next year to help again.
• Be sure to celebrate.
• Thank everyone - volunteers, sponsors, staff, board members, guest, speakers, entertainment, etc. Do your best to personalize these thank yous. A sponsor thank you should be different that a volunteer thank you.
• Plan post event needs by thinking through the entire event. Do you need to track who attended the event? Do you need to track money? Do you need to transport anyone or anything?

By being prepared and having a plan you can reduce the stress on your team and help ensure the enjoyment of those who attend your event.

Jessica Edwards is the Executive Director of the Southeast Alaska State Fair. You can learn more about the fair at: Website: www.seakfair.org Phone: 907-766-2476

In this episode we talk with Julia Campbell from jcsocialmarketing.com about how to prepare and implement a social marketing campaign that helps tell your story using social media. Julia is a trainer and coach who helps nonprofits reach their goals using digital marketing and social media. She has been recognized as a Top Nonprofit 150 Blog from topnonprofits.com and a Top 40+ Digital Strategists in Marketing for 2014 by Online Marketing Institute. Here is an outline of some of the topics we talked about. Social media is not a silver bullet. You need an infrastructure underneath your social marketing. This includes:

• A website is a must. Once someone learns of your organization they are going to look for your website.
• A mailing list that allows you to divide your contacts into groups (board, voluteers, staff, etc).
• A database to track your constituents, volunteers, donors and staff.
• A functional infrastructure which includes your computer, a secure internet connection, computer networks, mission based software, etc.

Here is the Technology Pyramid from Nonprofit Technology:

If you would like to learn more about Julia Campbell you can visit her at:

• Her website: jcsocialmarketing.com
• Facebook: facebook.com/jcsocialmarketing
• Twitter: twitter.com/juliacsocial
• Linkedin: linkedin.com/juliacampbell
• Pinterest: pinterest.com/juliagulia77

Here are links to some of the resources mentioned in this podcast:

• Social Media Workflow Infographic
• Nonprofit Technology Pyramid (from Idealware)
• Why Nonprofits need to be Storytellers - Andy Goodman
• Hootsuite - Social Media Scheduler

Finding donors for your nonprofit can be a daunting task. But using some simple nonprofit story telling techniques can help you find new donors and retain them for years to come.

In this podcast I talk with Sierra Jimenez, Development Director at Southeast Alaska Independent Living (S.A.I.L. ). Sierra built a 500 person donor base, using nonprofit story telling techniques, in just seven years. Donations to S.A.I.L, which started at zero, now bring in over $110K annual.

Sierra shares with us some of the techniques she used to bring in new long-term donors. Here are some of the simplest ways to get started:

Nonprofit Ally is looking for writers to post relevant and informative blog post on this website. You’ll get your own login and author page. You can hear more about this during the last ten minutes of this podcast. Or visit nonprofitally.com/ally to learn more.

Southeast Alaska Independent Living: sailinc.org

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*The links go to Amazon.com. These are affiliate links. Thank you for considering purchasing these books.

Finding donors for your nonprofit can be a daunting task. But using some simple nonprofit story telling techniques can help you find new donors and retain them for years to come. In this podcast I talk with Sierra Jimenez, Development Director at Southeast Alaska Independent Living (S.A.I.L. ). Sierra built a 500 person donor base, using nonprofit story telling techniques, in just seven years. Donations to S.A.I.L, which started at zero, now bring in over $110K annual. Sierra shares with us some of the techniques she used to bring in new long-term donors. Here are some of the simplest ways to get started:

• Use Social Media
  • Telling your Story Through Photo's on Facebook
• Hold events for public relations and awareness raising, not just to raise money.
  • Use events to share and show your mission
• Send newsletters
  • Easy way to share your story and keeps your organization fresh in people’s minds

Nonprofit Ally is looking for authors to post relevant and informative blog post on this website. You'll get your own login and author page. You can hear more about this during the last ten minutes of this podcast. Learn more at nonprofitally.com/ally.

Southeast Alaska Independent Living: sailinc.org

Brock Warner, Warchild - Nonprofit Ally Podcast 006: Nonprofit Fundraising and Donor Retention