Strategic Planning

How to Change Your DEI Culture in One Month

While many organizations use the buzzwords diversity,’ ‘equity,’ and ‘inclusion’ as a value, employees can’t articulate actions by their leadership around this pivotal issue. If you want to ignite excitement and purpose around DEI at your workplace, this session will provide actionable steps you can take to spearhead change at any size organization, and share resources including a workplace checklist, tips on how to form a DEI working group, and statistics that help support your case for DEI. 

Recording length: 1 hour, 9 minutes

Businesses and Nonprofits: Insights and Perspectives

This session offers an opportunity for conference participants to hear insights from business leaders about trends and issues in supporting North Carolina’s nonprofit sector. Topics may include: opportunities and issues in supporting nonprofits during the pandemic; equity and inclusion; business and nonprofit opportunities and partnerships; sponsorship changes in these virtual times; the future of business support for nonprofits.

Recording length: 1 hour, 14 minutes

Nonprofit Financial Resilience: Understanding “Full Costs” and Dialogue on Post-COVID Recovery

This program is designed to strengthen the financial resilience of nonprofit organizations in North Carolina. Intended for both funders and nonprofit leaders, the program will begin with an introduction to the concept of “full cost” funding and budgeting as strategies to support nonprofit financial health. Full cost goes beyond programmatic budgeting to include things like having working capital to pay bills on time and having reserves to manage risks or opportunities.

Sustainable Long-Term Fundraising with Planned Giving Programs

Planned giving programs can be a sustainable long-term component of your nonprofit's fundraising strategy. But with a confusing array of jargon – charitable gift annuities (CGAs), charitable remainder annuity trusts (CRATs), actuarial determination, and so on – knowing where to start is daunting. Below are resources explaining the types of planned giving programs, how to market planned giving, and sample appeal letters to get your organization on the path to fundraising for the long-term.

 

Start a Planned Giving Program

Planning for the Lost Horizon

Kathy Ridge, Founder and CEO, LevRidge Resources, LLC

We now know a single vaccine will not instantly obliterate the COVID virus. Instead, we must depend on personal behaviors, along with contact tracing and vaccines, to decrease infection rates. As organizations face an unknown future, how do we plan, prepare, and organize for the ‘lost horizon’ that is 2021 and the post-virus world?

You don’t need a new strategic plan – you need a short-term business plan based on what you do know to get through the next 18 months and develop more resiliency.

Creating a Fundraising Plan: Step-by-Step Guidebook

This Nonprofit Learning Lab* resource entitled, Creating a Fundraising Plan: Step-by-Step Guidebook, offers an in depth review of the process to create a fundraising plan, fundraising strategies, details on how to draft a plan and sample templates. This guidebook also includes activities and worksheets to help staff, board members, and fundraising committee members with developing their fundraising plan.