Free Guides Archives - Nonprofit Hub https://nonprofithub.org/category/free-guides/ Nonprofit Management, Strategy, Tools & Resources Tue, 10 Sep 2024 14:25:06 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://nonprofithub.org/wp-content/uploads/2021/07/cropped-favicon-1-32x32.png Free Guides Archives - Nonprofit Hub https://nonprofithub.org/category/free-guides/ 32 32 The Ultimate Guide to Debriefing Your Fundraising Event https://nonprofithub.org/the-ultimate-guide-to-debriefing-your-fundraising-event/ Wed, 04 Sep 2024 14:56:37 +0000 https://nonprofithub.org/?p=363153 The post The Ultimate Guide to Debriefing Your Fundraising Event appeared first on Nonprofit Hub.

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The Ultimate Guide to Debriefing Your Fundraising Event

Here’s What You’ll Learn

So your event is over — what’s next? Time to debrief!

At RSVPify, we call the event debrief an event retrospective (“retro” for short). New to retros or looking to improve your existing debrief format? Use this free template to guide your conversation. In this guide, we’ll cover:

 

Why Retro?

Quick Intro to Retros

Retro Prep

Retro In Action

Using the Retro for Planning Your Next Event

Become a Member

Whether you’re with a large team or a solo entrepreneur looking to start the next great cause, we have a membership package that will help you grow your network and your cause.

Additional resources

Brand Bootcamp

This three-part series will cover everything having to do with branding including brand personality, brand guides, and effective visual identity.

Get the Guide

How to Create A Brand Guide

A brand guide provides parameters around how a brand is expressed visual and print mediums. Learn how to create one for your organization.

Get the Guide

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The Ultimate Guide to Marketing Automation for Nonprofits https://nonprofithub.org/the-ultimate-guide-to-marketing-automation-for-nonprofits/ Mon, 17 Jun 2024 17:03:57 +0000 https://nonprofithub.org/?p=362957 The post The Ultimate Guide to Marketing Automation for Nonprofits appeared first on Nonprofit Hub.

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The Ultimate Guide to Marketing Automation for Nonprofits

Here’s What You’ll Learn

Modern buyers are multi-channel communicators. They expect every digital channel to be open to them. They bring this same mindset to the way they engage with nonprofit organizations.
Savvy nonprofits need to communicate on a variety of platforms to reach their donors and clients: Social media posts, YouTube videos, email newsletters, SMS messages, blog subscriptions, and more.
But how? You can’t be everywhere at once. You’ve got limited staff and limited resources. Marketing automation applications are your secret weapon.
 
The following guidebook is your companion to getting started. This is your roadmap.

Strategy Behind the Technology

Fundraising and Advocacy

Build Client Trust and Elevate Impact

Selecting a Marketing Automation Platform

Integrating Automation Tools with Your CRM

Become a Member

Whether you’re with a large team or a solo entrepreneur looking to start the next great cause, we have a membership package that will help you grow your network and your cause.

Additional resources

Brand Bootcamp

This three-part series will cover everything having to do with branding including brand personality, brand guides, and effective visual identity.

Get the Guide

How to Create A Brand Guide

A brand guide provides parameters around how a brand is expressed visual and print mediums. Learn how to create one for your organization.

Get the Guide

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Stakeholder Engagement Matrix Template https://nonprofithub.org/stakeholder-engagement-matrix-template/ Wed, 12 Jun 2024 19:00:16 +0000 https://nonprofithub.org/?p=362946 The post Stakeholder Engagement Matrix Template appeared first on Nonprofit Hub.

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Stakeholder Engagement Matrix Template

Here’s What You’ll Learn

Every organization has stakeholders—people and organizations that have a stake in your success can impact your ability to achieve your goals and are key to growth.
 
Download this five-step template for success.

Define Your Objective

Identify Your Stakeholders

Prioritize Your Stakeholders with a Matrix

Assemble Your Toolkit

Outline Your Game Plan

Become a Member

Whether you’re with a large team or a solo entrepreneur looking to start the next great cause, we have a membership package that will help you grow your network and your cause.

Additional resources

Brand Bootcamp

This three-part series will cover everything having to do with branding including brand personality, brand guides, and effective visual identity.

Get the Guide

How to Create A Brand Guide

A brand guide provides parameters around how a brand is expressed visual and print mediums. Learn how to create one for your organization.

Get the Guide

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Event Planning Checklist https://nonprofithub.org/event-planning-checklist/ Wed, 28 Feb 2024 21:34:08 +0000 https://nonprofithub.org/?p=362671 The post Event Planning Checklist appeared first on Nonprofit Hub.

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Unlock Seamless Event Planning with Our Comprehensive Checklist!

Are you ready to elevate your event planning game to new heights? Look no further! Introducing our meticulously crafted Event Planning Checklist, your ultimate companion for orchestrating unforgettable gatherings with ease and finesse.

In this checklist you will find: 

  • Streamline Your Planning Process: Bid farewell to chaos and confusion! Our checklist is meticulously organized to guide you through every stage of event planning, ensuring no detail goes unnoticed.
  • Comprehensive and Customizable: From initial brainstorming sessions to post-event evaluations, our checklist covers it all. Tailor it to suit your specific event needs and watch as your vision seamlessly comes to life.
  • Save Time and Energy: Say goodbye to endless Google searches and scattered notes. Our comprehensive checklist consolidates all essential tasks and considerations in one convenient document, saving you valuable time and energy.
  • Ensure Nothing Falls Through the Cracks: With our checklist by your side, you can rest assured that every aspect of your event receives the attention it deserves. From venue selection to guest communication, we’ve got you covered.

Don’t let the stress of event planning dampen your excitement. Empower yourself with the tools you need to succeed. Download our Event Planning Checklist today and embark on a journey towards seamless, stress-free event execution!

Diversifying Your Funding Streams

Thank you to our partners at Donorbox for putting together this resource!

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How to Create Nonprofit Surveys Guide https://nonprofithub.org/nonprofit-surveys-guide/ Mon, 30 Oct 2023 19:46:07 +0000 https://nonprofithub.org/?p=361962 The post How to Create Nonprofit Surveys Guide appeared first on Nonprofit Hub.

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How To Create Nonprofit Surveys: The Most 52 Important Questions on a Nonprofit Survey

 

Creating surveys can be a powerful tool for nonprofit organizations looking to enhance donor retention and foster program growth. By actively seeking feedback and insights from their supporters, nonprofits can gain a deeper understanding of donor motivations and concerns.

This information not only helps strengthen existing relationships but also paves the way for more effective and targeted fundraising efforts and program development. In this guide on how to create nonprofit surveys, we’ll explore the key reasons why nonprofits should consider harnessing the potential of surveys to drive their missions forward.

 

This guide will walk you through:

  • How to create nonprofit surveys
  • What are the best tools for online surveys
  • How often you should send surveys
  • Common survey mistakes
  • How surveys can help in donor retention
  • Tips for creating surveys
  • and more!
Diversifying Your Funding Streams

Thank you to our partners at NamasteData for putting together this resource!

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How Nonprofits Can Use Texting Guide https://nonprofithub.org/how-nonprofits-can-use-texting/ Mon, 23 Oct 2023 20:40:16 +0000 https://nonprofithub.org/?p=361925 The post How Nonprofits Can Use Texting Guide appeared first on Nonprofit Hub.

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Complete Guide For How Nonprofits Can Use Texting

 

Texting for nonprofits offers an immediate and efficient communication method, with text messages often read within minutes of receipt. This immediacy is complemented by high open rates, far surpassing those of emails, ensuring messages are more likely to be seen and acted upon.

 

Texting provides broad accessibility, reaching even those in low-income or remote areas who might not have regular internet access. Its personal touch fosters a closer connection with audiences, making it especially effective for engaging younger demographics like millennials and Gen Z.

 

The versatility of texting allows nonprofits to use it for various campaigns, from fundraising to emergency alerts. In crisis situations, its rapid reach is invaluable, and its digital nature offers environmental and cost benefits over traditional mail campaigns.

 

Additionally, modern texting platforms integrate seamlessly with other tech tools, enhancing data analysis and ensuring messages are tailored to those genuinely interested. In essence, texting has become an indispensable tool for nonprofits to enhance their communication, engagement, and impact.

 

This guide will walk you through:

  • Developing a Text Messaging Strategy
  • Crafting Effective Messages
  • Integrating Texting with Other Communication Channels
  • Utilizing Texting for Fundraising and Donor Engagement
  • Evaluating and Measuring Success
  • and more!
Diversifying Your Funding Streams

Thank you to our partners at Dial My Calls for putting together this resource!

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The Ultimate Guide to Diversifying Your Funding Streams https://nonprofithub.org/diversifying-your-funding-streams/ Mon, 09 Oct 2023 13:28:03 +0000 https://nonprofithub.org/?p=361866 The post The Ultimate Guide to Diversifying Your Funding Streams appeared first on Nonprofit Hub.

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The Ultimate Guide to Diversifying Your Funding Streams

 

Conduct a search on best practices in nonprofit development, and you will likely come across advice to diversify your funding streams. There are a lot of advantages to diversifying your funding streams. The biggest one is it can help your organization’s sustainability when one funding stream is eliminated or reduced.

 

However, each funding strategy comes with its own opportunity (and real!) costs. This guide will walk you through ten different income sources for nonprofit organizations, with key components to consider and resources to explore. A decision-making tool can be found at the end of this guide to help your organization identify the best strategies to pursue.

 

As you establish a new nonprofit organization or build out the income sources for an existing nonprofit, you want to consider each type of potential revenue and decide which ones will work best for your organization.

 

This guide will walk you through:

  • Deciding which sources to utilize as you build your organization
  • The various types of funding streams and how to use them
  • Information on grants, corporate giving programs, and more
  • A worksheet to help you decide which funding streams to focus on
Diversifying Your Funding Streams

Thank you to our partners at GrantStation for putting together this resource!

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An Executive Director’s Guide: Board Confidence & Nonprofit Financials https://nonprofithub.org/an-executive-directors-guide-building-board-confidence-and-mastering-nonprofit-financials/ Tue, 01 Aug 2023 16:21:26 +0000 https://nonprofithub.org/?p=361092 The post An Executive Director’s Guide: Board Confidence & Nonprofit Financials appeared first on Nonprofit Hub.

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An Executive Director’s Guide: Building Board Confidence and Mastering Nonprofit Financials

 
Struggling to justify every penny to donors board members? This valuable nonprofit executive guide provides the key to building board confidence mastering nonprofit financials. With immense pressure to demonstrate financial stability successful NPOs must get their books in order.
 
As nonprofits face reduced funding resources nonprofit executives need a firm grasp of finances to make data-driven decisions. Importantly the nonprofit executive guide emphasizes that accounting teams should partner with executives to provide timely reports projections audit preparation the metrics needed to manage the organization effectively.Additionally leaders may need to supplement in-house staff with outsourced expertise. This can improve compliance access nonprofit accounting knowledge provide additional resources.
 
Now is the time to ensure the accounting function provides accurate data to master nonprofit financials.
In summary this nonprofit executive guide delivers easy-to-digest insights recommendations for executives. It assists those seeking to build board confidence position their nonprofit for stability success.The key takeaways:
 
  • Executives must have full confidence in financial data
  • Accounting teams should deliver timely, accurate reports
  • Leaders should evaluate accounting functions for quality standards

 

Download this nonprofit executive guide today to get your nonprofit financials in order!
Nonprofit Executive

Thank you to our partners at Chazin & Company for putting together this resource!

Human Resources Compliance

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Human Resources Compliance Guide for Nonprofits https://nonprofithub.org/human-resources-compliance-guide-for-nonprofits/ Mon, 24 Jul 2023 16:48:05 +0000 https://nonprofithub.org/?p=361046 The post Human Resources Compliance Guide for Nonprofits appeared first on Nonprofit Hub.

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Human Resources Compliance Guide for Nonprofits

Human Resources Compliance Guide for Nonprofits

This comprehensive guide covers critical areas of human resources compliance for nonprofits, including onboarding, recruiting, and managing employee handbooks. Proper HR compliance helps minimize legal risks and maintain a healthy, respectful workplace.

First, the onboarding section provides best practices for integrating new hires through documentation, job descriptions, orientation, and training. It emphasizes setting clear expectations and supporting new employees during their transition.

Next, the recruiting section focuses on non-discrimination and legal compliance. It offers tips for inclusive job postings, responsible background checks, and avoiding bias in hiring. HR Compliance means background checks must balance safety with candidates’ privacy rights.

In addition, the employee handbook section outlines essential policies to communicate expectations around pay, leave, technology use, and more. Regular legal review and updates are vital for hr compliance as laws and organizations evolve over time.

Key takeaways are:

  • Effective onboarding sets expectations and supports new hires.
  • Recruiting must ensure non-discrimination and legal compliance.
  • The employee handbook requires regular review and updates.

With laws frequently changing, strong human resources compliance protects nonprofits from legal issues and upholds their reputations. This guide aims to support nonprofits in fostering fair, inclusive and supportive workplaces while avoiding major compliance pitfalls. It provides actionable advice and best practices applicable to diverse nonprofits.

crypto giving for nonprofits

Thank you to our partners at Filament Essential Services for putting together this resource! 

Human Resources Compliance

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Map and Modernize Your Data Strategy: Part 2 https://nonprofithub.org/map-and-modernize-your-data-strategy-part-2/ Mon, 10 Apr 2023 17:19:36 +0000 https://nonprofithub.org/?p=358758 The post Map and Modernize Your Data Strategy: Part 2 appeared first on Nonprofit Hub.

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Map and Modernize Your Data Strategy: Part 2

Mapping and Modernizing Your Data Strategy for Longterm Success: Part 2

Part two of this guide can help your organization map and modernize its data strategy.

Achieving a high-performance data strategy means your organization uses data to make informed decisions at all levels. You’ve built a culture that values data and have a strong infrastructure to support data collection, analysis, and reporting. Your team members are empowered to use data to make decisions, and you’re using data to ensure that your organization meets its overarching goals.

The Social Solutions data maturity model is designed to help organizations reach this point. By following the model’s four stages, you can ensure that your organization is using data strategy to make informed decisions and drive toward your desired outcomes. You’ll be able to secure funding, improve your operations, and provide better services to the people you serve. With data as your guide, you can achieve high performance and create lasting change in your community.

Key Takeaways are:

  • Committing to data
  • Counting outputs
  • Measuring outcomes
  • Managing outcomes

This guide is a follow-up on Part One of Mapping and Modernizing Data Strategy.

crypto giving for nonprofits

Thank you to our partners at Social Solutions for putting together this resource! Social Solutions is becoming Bonterra.

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