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GIJP Resources
Welcome to the Resources page of the Grinspoon Institute for Jewish Philanthropy web site! This section provides users with access to information related to fundraising, governance, strategic planning, and other similar topics and includes research, best practices, and sample documents.
Contents:
BOARD DEVELOPMENT AND GOVERNANCE
Useful Tools
Board Member Agreement – This document is a simple contract for Board members that can be adopted for use with your organization. Though not legally binding, it is an excellent starting point for creating a covenant for individual board members and establishing the collective responsibility of the entire Board.
Board Meeting Evaluation Form – This one-page document is a simple tool for evaluating your board meetings. It can be completed at the end of each meeting or sent electronically for post-meeting reflection.
Board Profile – This Excel spreadsheet is designed to assess the composition of your board including personal characteristics (age, gender, leadership style, and board tenure), professional skills and development capacity.
Board Staff Roles Chart – This document outlines the major tasks of a nonprofit camp and provides a framework for assigning the responsibility for their completion among professional and lay leadership.
Board Tasks in Fundraising – This checklist identifies important tasks for the lay leadership in identifying, cultivating, asking and stewarding donors. It has an emphasis on shared responsibility and on the numerous tasks involved with securing contributions.
Helpful Articles
Free Complete Board Tool Kit by Carter McNamara, MBA, Ph.D, Authenticity Consulting, LLC – Numerous articles about Board operations, organizational structure, running effective meetings, hosting a Board Retreat, etc.
Consent Agenda (What Is It?) by David O. Renz, Ph.D. – This article discusses what a Consent Agenda is, how it can improve your meetings and when it should not be used.
Going for Consensus, Not Robert’s Rules by Andy Robinson – A challenge to the notion that Robert’s Rules of Order is the only effective way to reach an agreement, with numerous suggestions on how to achieve consensus within your group.
Managing Board Conflict by E. Grant MacDonald, Director, Non-profit Sector Leadership Program – This extensive article identifies various types of conflict and how to address each based on the degree of harmony or discord in your organization.
Recruiting Better Board Members by Hildy Gottleib – This article outlines a board development and recruiting process that camps can use to improve the selection of new board members.
Useful Tools
Cultivation Information Outline – This document includes a list of information that can be provided to potential donors. It is designed to be adapted to your camp and printed on your stationary.
General Fundraising
Development Plan & Calendar – This useful document provides an outlines of the major tasks associated with a development plan and a timeline for successful implementation.
Donor Bill of Rights – This document outlines the 10 rights that donors have when making their contributions to your camps. Conversely, these are 10 responsibilities that camp staff and lay leadership have in dealing with their contributors.
Dive Into Development Planning - This extensive book by the Gill Foundation provides a detailed road map for creating and implementing a Development Plan. Note: This link takes you to 50-page pdf file that can be downloaded for free.
Grinspoon Institute Matching Grant Program – This page provides information about the Grinspoon Institute for Jewish Philanthropy Matching Grant programs, including downloadable brochures pertaining to each of our four programs.
Asking Strategic Questions (The Osborne Group) - People remember more of what they say than what you say. People believe what they say more than what we say. People enjoy conversations in which they speak the most. Therefore, it is our responsibility to elicit the case for support from our potential donors! We want them to tell US whatever we want them to REMEMBER. Thanks to the Osborne Group for this list of Strategic Questions that will help you do just that. You can weave them into a variety of purposeful conversations or use in an interview. Enjoy your conversations. Donors are fascinating people, let them share their stories with you.
Sample Stewardship Chart – This sample chart is a starting point for defining the standard Stewardship and Donor Recognition actions that should take place with each donor, based on their giving level. This chart can be modified to meet the specific plans of each organization. Donor assignments and action schedules should be documented in parallel.
Twenty Questions - Don't know how to get that conversation going? But you know that having meaningful conversations can make a difference in really understanding what is important to people? This document includes twenty questions to help guide you in listening effectively to your prospects and other constituents.
Top Ten Ways Board Members Support Fundraising - Every Board member can make a real impact on an organization’s ability to raise meaningful, significant gifts to camp, even if they never directly ask for a gift themselves. This document offers the top 10 ways Board members can actively support fundraising (and only one of them is “asking”!).
50 Ways Board Members Raise Money - This is a list of 50 specific ways Board Members can raise money for their organization (Thanks to Meridian Consulting).
Annual Campaigns
Introduction to the Annual Campaign – This page from the Partnership for Excellence in Jewish Education website provides a variety of resources related to the successful implementation of an annual campaign.
Annual Campaign Tips by Tony Poderis – This article offer several tips for improving your annual campaign and states the case for the importance of the annual campaign in overall fundraising strategy.
Sample Annual Giving Tool – Segments, Goals, and Activities - This is a sample of the type of planning tool an organization can use to manage an annual gifts campaign. Your specific needs will help you customize the tools for your needs.
Capital Campaign Planning & Implementation
The Case for A Case Statement – This document describes the need for developing a strong capital campaign Case Statement. It also provides suggested uses for your Statement and an outline of key elements for inclusion in a strong Case Statement.
Prospect Identification – This document provides additional tips, tools and tasks for effectively identifying potential donor prospects within your camp community.
Capital Campaigns: Ten Steps To Success by Robert Zimmerman and Ann Lehman - This two-part article discusses campaign readiness, assembling committee leadership and important elements of planning your capital campaign.
Camp Visits
Camp Tour Worksheet – - Seven questions to ensure you organize/lead an effective camp tour.
Create Your Own Story – - Questions and guidelines to help you discover and develop your stories.
The 10 Immutable Laws of Storytelling – - Use these 10 Laws of Storytelling (from Storytelling as Best Practice by Andy Goodman) to create stories for camp promotions to fundraising...and beyond.
Useful Tools
Strategic Planning: Three Options – This document outlines three different approaches to Strategic Planning commonly utilized by GIJP mentors, including a summary of the Pros and Cons of each method.
Organizational Issue Outline – This document can be used to identify and address important issues facing your organization. Can be used with strategic planning, organizational management or other program evaluation. Utilizes the SMART Goals (Specific, Measurable, Attainable, Relevant, Time-Bound) to develop an Action Plan.
Helpful Articles
Basic Description of Strategic Planning by Carter McNamara, MBA, Ph.D, Authenticity Consulting, LLC – This is a description of the Strategic Planning process, including key terms to know and links to more detailed concepts.
Best Practices in Nonprofit Strategic Planning – This guide by the Whatcom Council of Nonprofits identifies numerous best practices in the Strategic Planning process with suggestions for how to achieve these practices in your work.
AICPA nonprofit resources for online CPE tools, professional publications and national conferences
American Institute of Certified Public Accountants
American Law Institute-American Bar Association Committee on Continuing Professional Education
Better Business Bureau (BBB) Wise Giving Alliance Standards for Charitable Accountability
Board Source: Premier resource for information on best practices, training, leadership development for nonprofit board members
CompassPoint Nonprofit Services: A nonprofit training, consulting and research organization with offices in San Francisco and Silicon Valley. Through a broad range of services, they provide nonprofits with the management tools, concepts and strategies necessary to shape change in their communities.
Financial Accounting Standards Board
Guidestar: Find IRS Form 990's on the Internet
Independent Sector: A coalition of leading nonprofits, foundations, and corporation strengthening not-for-profit initiatives, philanthropy, and citizens' action.
Internal Revenue Service
IRS Compliance Guide for Tax-Exempt Organizations: A detailed document prepared by the IRS to advise nonprofit organizations about proper filing procedures, required public disclosures, and other resources for nonprofits.
IRS E-mail Update for Tax-Exempt Organizations: The Internal Revenue Service's Exempt Organizations Update is a free subscription e-mail service for representatives of tax-exempt organizations and tax professionals. The Update is an important communication vehicle through which members of the tax-exempt community can learn about developments in exempt organizations' tax law and regulations, upcoming IRS training and events, and other information.
Larson Allen CPA's, Consultants and Advisors: Nonprofit finance, management, and organizational publications
The Nonprofit Times
Governance Matters provides nonprofit leaders with the governance resources they need to develop boards and fosters an open exchange of ideas throughout the nonprofit sector. Their focus is on real-world solutions with results-oriented strategies that leaders can apply to their organizations right away.
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